Nonprofit · EIN 88-0233486
WILLIAM A WHEELER & FLORENCE R FOUNDATION
Tax-exempt · BAKERSFIELD, CA 93309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $907,771 | $492,326 | $415,445 | $5,228,060 | $46,506 | $5,181,554 |
| May 31, 2024 | 990-PF | $527,284 | $497,803 | $29,481 | $4,932,358 | $166,249 | $4,766,109 |
| May 31, 2023 | 990-PF | $103,903 | $409,841 | -$305,938 | $4,778,194 | $40,844 | $4,737,350 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $141,392
- Interest
- $3,081
- Net gain from sales of assets
- $763,165
- Other income
- $133
Expenses
- Grants and similar amounts paid
- $327,692
- Compensation of officers, directors and key employees
- $49,000
- Salaries, compensation and benefits (total)
- $45,900
- Disbursements for charitable purposes
- $327,692
- Excise tax on investment income
- $11,481
Balance sheet and other
- Total assets, start of year
- $4,932,358
- Total assets, end of year
- $5,228,060
- Total liabilities, end of year
- $46,506
- Net assets, end of year
- $5,181,554
- Fair market value of assets
- $6,953,713
- Qualifying distributions
- $327,692
- Net investment income
- $907,376
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY L WHEELER 5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309 | TRUSTEE | 8 | $49,000 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY L WHEELER 5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309 | TRUSTEE | 8 | $49,000 |
990-PF for the year ended May 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY L WHEELER 5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309 | TRUSTEE | 8 | $49,000 |
Address and contacts
- Address (IRS master file)
- 5060 CALIFORNIA AVE STE 800, BAKERSFIELD, CA 93309-0731
- Signed the 990-PF
- NANCY WHEELER, TRUSTEE
- Phone
- (661) 201-4119
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 88-0233486 or by the name WILLIAM A WHEELER & FLORENCE R FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-0233486
- 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
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,228,060
- Income (IRS master file)
- $3,120,151
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $907,771 | $492,326 | $5,228,060 | XML |
| 990-PF | May 2024 | $527,284 | $497,803 | $4,932,358 | XML |
| 990-PF | May 2023 | $103,903 | $409,841 | $4,778,194 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 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 88-0233486).
Questions about WILLIAM A WHEELER & FLORENCE R FOUNDATION
- What is the EIN of WILLIAM A WHEELER & FLORENCE R FOUNDATION?
- The employer identification number (EIN) of WILLIAM A WHEELER & FLORENCE R FOUNDATION is 88-0233486.
- Is WILLIAM A WHEELER & FLORENCE R FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to WILLIAM A WHEELER & FLORENCE R FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM A WHEELER & FLORENCE R FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM A WHEELER & FLORENCE R FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM A WHEELER & FLORENCE R FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of WILLIAM A WHEELER & FLORENCE R FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $49,000 (NANCY L WHEELER, TRUSTEE).
- How much revenue does WILLIAM A WHEELER & FLORENCE R FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $907,771, expenses of $492,326 and total assets of $5,228,060 at year end.
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