Nonprofit · EIN 81-4436916
WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC
Tax-exempt · BAYSHORE, NY 11706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $541,624 | $777,258 | -$235,634 | $6,125,328 | $0 | $6,125,328 |
| December 31, 2024 | 990-PF | $344,163 | $526,017 | -$181,854 | $6,360,962 | $0 | $6,360,962 |
| December 31, 2023 | 990-PF | $790,755 | $146,065 | $644,690 | $6,552,816 | $10,000 | $6,542,816 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $150,645
- Dividends
- $244,329
- Interest
- $5,227
- Net gain from sales of assets
- $141,423
Expenses
- Grants and similar amounts paid
- $720,410
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $724,186
- Excise tax on investment income
- $6,558
Balance sheet and other
- Total assets, start of year
- $6,360,962
- Total assets, end of year
- $6,125,328
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,125,328
- Fair market value of assets
- $8,042,415
- Qualifying distributions
- $724,186
- Net investment income
- $521,402
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R WHEELER 19 LAWRENCE LANE, BAYSHORE, NY 11706 | PRESIDENT | 0 | $0 |
| SANDRA L WHEELER 19 LAWRENCE LANE, BAYSHORE, NY 11706 | SECRETARY | 0 | $0 |
| MILES PATRICK WHEELER 714 LAKESIDE AVE SOUTH 104, SEATTLE, WA 98144 | CO-TREASURER | 0 | $0 |
| EVAN WILLIAM WHEELER 329 STERLING ST 2B, BROOKLYN, NY 11225 | CO-TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R WHEELER 19 LAWRENCE LANE, BAYSHORE, NY 11706 | PRESIDENT | 0 | $0 |
| SANDRA L WHEELER 19 LAWRENCE LANE, BAYSHORE, NY 11706 | SECRETARY | 0 | $0 |
| MILES PATRICK WHEELER 714 LAKESIDE AVE SOUTH 104, SEATTLE, WA 98144 | CO-TREASURER | 0 | $0 |
| EVAN WILLIAM WHEELER 329 STERLING ST 2B, BROOKLYN, NY 11225 | CO-TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R WHEELER 19 LAWRENCE LANE, BAYSHORE, NY 11706 | PRESIDENT | 0 | $0 |
| SANDRA L WHEELER 19 LAWRENCE LANE, BAYSHORE, NY 11706 | SECRETARY | 0 | $0 |
| MILES PATRICK WHEELER 714 LAKESIDE AVE SOUTH 104, SEATTLE, WA 98144 | CO-TREASURER | 0 | $0 |
| EVAN WILLIAM WHEELER 329 STERLING ST 2B, BROOKLYN, NY 11225 | CO-TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 19 LAWRENCE LN, BAYSHORE, NY 11706-8624
- In care of
- % FULLER LOWENBERG & CO CPAS PC
- Signed the 990-PF
- WILLIAM WHEELER, PRESIDENT
- Phone
- (516) 810-7605
- Return prepared by
- FULLER LOWENBERG & CO CPAS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4436916
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,125,328
- Income (IRS master file)
- $1,338,752
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $541,624 | $777,258 | $6,125,328 | IRS |
| 990-PF | December 2024 | $344,163 | $526,017 | $6,360,962 | IRS |
| 990-PF | December 2023 | $790,755 | $146,065 | $6,552,816 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-4436916).
Questions about WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC
- What is the EIN of WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC is 81-4436916.
- Is WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $541,624, expenses of $777,258 and total assets of $6,125,328 at year end.
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