Nonprofit · EIN 82-7129734
CARROLL AND MARGUERITE WHEELER FOUNDATION
Also known as SHELLY MCTEE TTEE
Tax-exempt · AUSTIN, TX 78716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,398,617 | $9,459,335 | $1,939,282 | $54,660,998 | $0 | $54,660,998 |
| December 31, 2024 | 990-PF | $9,288,174 | $7,328,394 | $1,959,780 | $52,722,449 | $733 | $52,721,716 |
| December 31, 2023 | 990-PF | $4,330,626 | $4,452,171 | -$121,545 | $50,761,936 | $0 | $50,761,936 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,100,680
- Interest
- $149,579
- Net gain from sales of assets
- $1,407,120
- Other income
- $8,741,238
Expenses
- Grants and similar amounts paid
- $6,705,000
- Compensation of officers, directors and key employees
- $216,000
- Salaries, compensation and benefits (total)
- $74,935
- Disbursements for charitable purposes
- $6,891,630
- Excise tax on investment income
- $124,754
Balance sheet and other
- Total assets, start of year
- $52,722,449
- Total assets, end of year
- $54,660,998
- Total liabilities, end of year
- $0
- Net assets, end of year
- $54,660,998
- Fair market value of assets
- $63,149,574
- Qualifying distributions
- $6,891,630
- Net investment income
- $11,398,617
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 |
|---|---|---|---|
| SHELLY MCTEE 2300 BARTON CREEK BLVD24, AUSTIN, TX 78735 | TRUSTEE/CO-EXECUTOR | 22 | $72,000 |
| DONALD HAYNES PO BOX 543, TILDEN, TX 78072 | TRUSTEE/CO-EXECUTOR | 2 | $72,000 |
| WARREN WHEELER PO BOX 114, TILDEN, TX 78072 | TRUSTEE | 2 | $72,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLY MCTEE 213 BLACK WOLF RUN, AUSTIN, TX 78738 | TRUSTEE/CO-EXECUTOR | 22 | $66,000 |
| DONALD HAYNES PO BOX 543, TILDEN, TX 78072 | TRUSTEE/CO-EXECUTOR | 2 | $66,000 |
| WARREN WHEELER PO BOX 114, TILDEN, TX 78072 | TRUSTEE | 2 | $66,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLY MCTEE 213 BLACK WOLF RUN, AUSTIN, TX 78738 | TRUSTEE/CO-EXECUTOR | 22 | $66,000 |
| DONALD HAYNES 1934 E CAMELBACK RD STE 120-437, PHOENIX, AZ 85016 | TRUSTEE/CO-EXECUTOR | 2 | $66,000 |
| WARREN WHEELER 1934 E CAMELBACK RD STE 120-437, PHOENIX, AZ 85016 | TRUSTEE | 2 | $66,000 |
Address and contacts
- Address (IRS master file)
- 3201 BEE CAVE ROAD, AUSTIN, TX 78716-6001
- In care of
- % TAYLOR PARSONS
- Signed the 990-PF
- TAYLOR PARSONS, TRUSTEE/EXECUTIVE DIRECTOR
- Phone
- (512) 567-0228
- Return prepared by
- ADAMSON & COMPANY LLC
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
- 82-7129734
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $54,660,998
- Income (IRS master file)
- $22,470,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,398,617 | $9,459,335 | $54,660,998 | IRS |
| 990-PF | December 2024 | $9,288,174 | $7,328,394 | $52,722,449 | IRS |
| 990-PF | December 2023 | $4,330,626 | $4,452,171 | $50,761,936 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 82-7129734).
Questions about CARROLL AND MARGUERITE WHEELER FOUNDATION
- What is the EIN of CARROLL AND MARGUERITE WHEELER FOUNDATION?
- The employer identification number (EIN) of CARROLL AND MARGUERITE WHEELER FOUNDATION is 82-7129734.
- Is CARROLL AND MARGUERITE WHEELER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to CARROLL AND MARGUERITE WHEELER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARROLL AND MARGUERITE WHEELER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARROLL AND MARGUERITE WHEELER FOUNDATION 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 CARROLL AND MARGUERITE WHEELER FOUNDATION 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 CARROLL AND MARGUERITE WHEELER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $72,000 (SHELLY MCTEE, TRUSTEE/CO-EXECUTOR).
- How much revenue does CARROLL AND MARGUERITE WHEELER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,398,617, expenses of $9,459,335 and total assets of $54,660,998 at year end.
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