Nonprofit · EIN 95-7106465
WHEELER FOUNDATION TR
Also known as WHEELER NYRI ET AL TTEE
Tax-exempt · HUNTINGTN BCH, CA 92646
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,491 | $10,611 | -$8,120 | $957,669 | $1,071,228 | -$113,559 |
| December 31, 2023 | 990-PF | $9,031 | $11,920 | -$2,889 | $959,865 | $1,043,763 | -$83,898 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $20,587
- Interest
- $2,485
- Net gain from sales of assets
- -$20,581
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $2,961
- Excise tax on investment income
- $217
Balance sheet and other
- Total assets, start of year
- $959,865
- Total assets, end of year
- $957,669
- Total liabilities, end of year
- $1,071,228
- Net assets, end of year
- -$113,559
- Fair market value of assets
- $928,272
- Qualifying distributions
- $2,961
- Net investment income
- $23,072
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jesse Stolzenburg 21031 Manessa Circle, Huntington Beach, CA 92646 | Trustee | 1 | $0 |
| Max C Wheeler 9652 Crestview Cir, Villa Park, CA 92861 | Trustee | 1 | $0 |
| Matt A Peasley 16882 Bolsa Chica St Ste 101, Huntington Beach, CA 92649 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Licht PhD 201 Campbell Hall 2920, Berkeley, CA 947202920 | Trustee | 1 | $0 |
| Howard Fields MD PhD 5858 Horton St, Emeryville, CA 94608 | Trustee | 1 | $0 |
| Henry Hugh Wheeler III 15450 Idaho Rd, Apple Valley, CA 92307 | Trustee | 1 | $0 |
| Jesse Stolzenburg 21031 Manessa Circle, Huntington Beach, CA 92646 | Trustee | 1 | $0 |
| Max C Wheeler 9652 Crestview Cir, Villa Park, CA 92861 | Trustee | 1 | $0 |
| Matt A Peasley 16882 Bolsa Chica St Ste 101, Huntington Beach, CA 92649 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 21031 MANESSA CIR, HUNTINGTN BCH, CA 92646-7414
- In care of
- % NYRI ANITA WHEELER
- Signed the 990-PF
- MATT A PEASLEY, Trustee
- Phone
- (714) 963-7598
- Return prepared by
- Peasley Aldinger & OBymachow
California records
California keeps its own records of charities and corporations. Search them by EIN 95-7106465 or by the name WHEELER FOUNDATION TR.
- 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 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 | Not 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
- 95-7106465
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B124)
- Assets (IRS master file)
- $957,669
- Income (IRS master file)
- $477,790
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,491 | $10,611 | $957,669 | IRS |
| 990-PF | December 2023 | $9,031 | $11,920 | $959,865 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 95-7106465).
Questions about WHEELER FOUNDATION TR
- What is the EIN of WHEELER FOUNDATION TR?
- The employer identification number (EIN) of WHEELER FOUNDATION TR is 95-7106465.
- Is WHEELER FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WHEELER FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHEELER FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHEELER FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHEELER FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WHEELER FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does WHEELER FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,491, expenses of $10,611 and total assets of $957,669 at year end.
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