Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
BARBARA F WHEELER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 985   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALEDO, TX76008
A Employer identification number

75-2838312
B Telephone number (see instructions)

(817) 441-8976
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,267,689J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 60,720 60,720  
4 Dividends and interest from securities...... 257,604 257,604  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 182,960
b Gross sales price for all assets on line 6a 1,669,606
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 118 118  
12 Total. Add lines 1 through 11........ 501,402 318,442  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 10,000   30,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,290     1,290
b Accounting fees (attach schedule)....... Click to see attachment 4,475     4,475
c Other professional fees (attach schedule).... Click to see attachment 28,892 28,892    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 5,570 3,283   2,287
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 11,678 11,678    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 91,905 53,853   38,052
25 Contributions, gifts, grants paid........ 440,000 440,000
26 Total expenses and disbursements. Add lines 24 and 25 531,905 53,853   478,052
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,503
b Net investment income (if negative, enter -0-) 264,589
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 26,075 12,566 12,566
2 Savings and temporary cash investments.......... 500,140 101,892 101,892
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,255,397 Click to see attachment1,651,803 1,629,321
b Investments—corporate stock (attach schedule)........ 6,091,264 Click to see attachment5,967,533 7,239,574
c Investments—corporate bonds (attach schedule)........ 169,292 Click to see attachment283,155 284,336
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,042,168 8,016,949 9,267,689
Liabilities 17 Accounts payable and accrued expenses..........   8,060
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   8,060
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 8,042,168 8,008,889
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,042,168 8,008,889
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,042,168 8,016,949
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 8,042,168
2 Enter amount from Part I, line 27a..................... 2 -30,503
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 8,011,665
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,776
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,008,889
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 330,297 9,049,594 0.036499
2011 330,086 8,946,362 0.036896
2010 192,600 7,875,131 0.024457
2009      
2008      
2 Total of line 1, column (d) ...................... 2 0.097852
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.032617
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 9,243,719
5 Multiply line 4 by line 3....................... 5 301,502
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,646
7 Add lines 5 and 6......................... 7 304,148
8 Enter qualifying distributions from Part XII, line 4.............. 8 478,052
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,646
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 2,646
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,646
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,354
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,354 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDIANE STAVENS Telephone no.bullet (817) 441-8976
    Located atbulletPO BOX 985ALEDOTX ZIP+4bullet76008
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    DIANE STAVENSClick to see attachment PRESIDENT
    4.00     		20,000 0 0
    PO BOX 985
    ALEDO,TX76008
    JAMES STAVENSClick to see attachment V-PRESIDENT
    1.00     		0 0 0
    PO BOX 985
    ALEDO,TX76008
    PHILLIP STAVENSClick to see attachment SECRETARY/TR
    2.00     		20,000 0 0
    PO BOX 985
    ALEDO,TX76008
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    462,186
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,646
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,646
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    459,540
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    459,540
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    459,540
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 459,540
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 428,516
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 478,052
    a Applied to 2012, but not more than line 2a 428,516
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 49,536
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		410,004
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CENTER OF HOPE INC
    PARKER COUNTY CENTER OF HOPE INC
    629 PALO PINTO
    629 PALO PINTO
    WEATHERFORD,TX76086     		NONE NONE FOOD AND HOUSING ASSISTANCE TO POOR 40,000
    BEAUTIFUL FEET MINISTRIES
    BEAUTIFUL FEET MINISTRIES
    1709 HATTIE ST
    1709 HATTIE ST
    FORT WORTH,TX76014     		NONE NONE FOOD AND CLOTHING FOR HOMELESS 40,000
    SALVATION ARMY
    SALVATION ARMY
    2901 NORTHEAST 28TH ST
    2901 NORTEAST 28TH ST
    FORT WORTH,TX76111     		NONE NONE DISASTER RELIEF 55,000
    MANNA STOREHOUSE INC
    MANNA STOREHOUSE INC
    129 EAST SPRING STREET
    129 EAST SPRING STREET
    WEATHERFORD,TX76086     		NONE NONE EMERGENCY ASSISTANCE FOR NEEDY 40,000
    COURT APPOINTED SPECIAL ADVOCATES
    COURT APPOINTED SPECIAL ADVOCATES
    701 PALO PINTO SUITE 701
    701 PALO PINTO SUITE 701
    WEATHERFORD,TX76086     		NONE NONE CHILDRENS ADVOCACY 30,000
    MEALS ON WHEELS
    MEALS ON WHEELS
    320 SOUTH FREEWAY
    320 SOUTH FREEWAY
    FORT WORTH,TX76104     		NONE NONE HOME DELIVED MEALS FOR ELDERLY 30,000
    CATHOLIC CHARITIES
    CATHOLIC CHARITIES
    249 W THORNHILL DRIVE
    249 THORNHILL DRIVE
    FORT WORTH,TX76115     		NONE NONE INDIVIDUALS AND FAMILIES IN NEED 30,000
    MAKE A WISH FOUNDATION
    MAKE A WISH FOUNDATION
    1407 TEXAS STREET STE 101
    1407 TEXAS ST STE 101
    FORT WORTH,TX76102     		NONE NONE GRANT WISH FOR ILL CHILDREN 30,000
    HOY REDEEMER CATHOLIC CHURCH
    HOLY REDEEMER CATHOLIC CHURCH
    16250 OLD WEATHERFORD RD
    16250 OLD WEATHERFORD RD
    ALEDO,TX76008     		NONE NONE MINISTRY,OUTREACH,YOUTH INFORMATION 15,000
    SOCIAL MINISTRY
    SOCIAL MINISTRY
    3314 DRYDEN RD
    3314 DRYDEN RD
    FORT WORTH,TX76109     		NONE NONE FAITH BASED RESPONSE ,SOCIAL ISSUES 25,000
    STARFISH FOSTER HOME
    STARFISH FOSTER HOME
    6 WEST 122ND ST
    6 WEST 122ND ST
    NEW YORK,NY10027     		NONE NONE CHILDREN AND FAMILY COUNSELING 30,000
    WEST ACTS
    WEST ACTS
    301 S HARRISON ST
    301 S HARRISON ST
    WEST,TX76691     		NONE NONE DISASTER CLEANUP, PRISON MINISTRY 20,000
    SISTERS OF ST MARY OF NAMUR
    SISTERS OF ST MARY OF NAMUR
    909 WEST SHAW ST
    909 WEST SHAW ST
    FORT WORTH,TX76110     		NONE NONE EDUCATION,EVANGELIZATION,SOCIAL SERV 25,000
    ALEDO EDUCATION FOUNDATION
    ALEDO EDUCATION FOUNDATION
    PO BOX 387
    ALEDO,TX76008     		NONE NONE SUPPORT EDUCATION,GRANT,STUDENT AIDS 30,000
    Total .................................bullet 3a 440,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 60,720  
    4 Dividends and interest from securities....     14 257,604  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 118  
    8
    Gain or (loss) from sales of assets other than inventory .............     		        182,960
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   318,442 182,960
    13Total. Add line 12, columns (b), (d), and (e)..................
    13501,402
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREPARATION 4,475     4,475

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    TY 2013 AmortizationSchedule
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    BOND PREMIUM ON TAX EXEMPT BONDS     29,384   11,586 11,586   40,970

    TY 2013 CompensationExplanation
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Person Name Explanation
    DIANE STAVENS  
    JAMES STAVENS  
    PHILLIP STAVENS  

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    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    114 BLACKROCK INC 2011-10 PURCHASE 2013-01   25,127 19,457     5,670  
    1276 APPLIED MATERIALS INC 2012-04 PURCHASE 2013-02   17,429 15,198     2,231  
    567 CENTURY LINK INC 2011-02 PURCHASE 2013-02   18,376 23,033     -4,657  
    1008 WALGREENS 2011-10 PURCHASE 2013-02   42,063 34,388     7,675  
    837 CENTURY LINK INC 2011-02 PURCHASE 2013-03   29,728 33,463     -3,735  
    612 VODAFONE GROUP 2011-07 PURCHASE 2013-03   15,453 13,463     1,990  
    480 VODAFONE GROUP 2011-07 PURCHASE 2013-03   13,279 11,021     2,258  
    138 KIMBERLY CLARK 2010-02 PURCHASE 2013-04   14,467 8,283     6,184  
    1104 VODAFONE GROUP 2011-07 PURCHASE 2013-04   31,957 26,479     5,478  
    250,000 FNMA 2010-06 PURCHASE 2013-05   250,000 250,000        
    1226 MONELEZ INTL INC   PURCHASE 2013-06   37,240 24,624     12,616  
    100,000 NM FINANCIAL 2010-07 PURCHASE 2013-06   100,000 100,000        
    785 APPLIED MATERIALS 2012-04 PURCHASE 2013-07   12,708 9,350     3,358  
    170 APPLIED MATERIALS 2012-04 PURCHASE 2013-07   2,769 2,025     744  
    103 BANK HAWAII CORP 2010-11 PURCHASE 2013-07   5,544 4,664     880  
    20 BLACKROCK INC 2011-10 PURCHASE 2013-07   5,705 3,063     2,642  
    105 CULLEN/ FROST BANKERS INC 2011-08 PURCHASE 2013-07   7,587 4,977     2,610  
    76 DU PONT E I DE NEMOURS & CO 2010-01 PURCHASE 2013-07   4,328 2,500     1,828  
    65 GENERAL MILLS 2012-07 PURCHASE 2013-07   3,342 2,550     792  
    10 HARRIS CORP 2011-07 PURCHASE 2013-07   525 419     106  
    86 JOHNSON & JOHNSON 2010-01 PURCHASE 2013-07   7,931 5,411     2,520  
    159 JPMORGAN CHASE 2012-12 PURCHASE 2013-07   8,969 6,450     2,519  
    58 KLA-TENOR CORP 2012-10 PURCHASE 2013-07   3,493 2,679     814  
    88 LOCKHEED MARTIN CORP 2010-12 PURCHASE 2013-07   9,949 6,105     3,844  
    39 MERCK & CO INC 2013-02 PURCHASE 2013-07   1,861 1,662     199  
    40 PAYCHEX 2010-01 PURCHASE 2013-07   1,574 1,178     396  
    26 3M CO 2010-01 PURCHASE 2013-07   3,021 2,126     895  
    1029 HARRIS CORP 2011-07 PURCHASE 2013-08   58,598 42,490     16,108  
    50 3M CO 2010-01 PURCHASE 2013-08   5,913 3,980     1,933  
    25 CULLEN/ FROST BANKERS 2011-08 PURCHASE 2013-09   1,808 1,185     623  
    583 EATON CORP PLC 2012-11 PURCHASE 2013-09   41,194 30,261     10,933  
    100,000 FHLMC 2012-09 PURCHASE 2013-09   98,687 100,701     -2,014  
    60 LOCKHEED MARTIN CORP 2010-12 PURCHASE 2013-09   7,412 4,163     3,249  
    10 LOCKHEED MARTIN CO 2010-12 PURCHASE 2013-09   1,283 694     589  
    250,000 US TREAS 2010-04 PURCHASE 2013-09   250,000 250,000        
    10 APPLE COMPUTER INC 2013-03 PURCHASE 2013-10   4,924 4,262     662  
    7 APPLE COMPUTERS INC 2013-03 PURCHASE 2013-10   3,646 2,983     663  
    2 APPLE COMPUTERS INC 2013-03 PURCHASE 2013-10   1,054 852     202  
    71 APPLIED MATERIALS 2012-04 PURCHASE 2013-10   1,259 846     413  
    160 AT&T INC 2010-01 PURCHASE 2013-10   5,418 4,069     1,349  
    110 AT&T INC 2010-01 PURCHASE 2013-10   3,752 2,797     955  
    34 AT&T INC 2010-01 PURCHASE 2013-10   1,189 857     332  
    58 BANK HAWAII 2010-11 PURCHASE 2013-10   3,276 2,626     650  
    25 BANK HAWAII 2010-11 PURCHASE 2013-10   1,435 1,132     303  
    10 BLACKROCK INC 2011-10 PURCHASE 2013-10   2,795 1,531     1,264  
    11 BLACKROCK INC 2011-10 PURCHASE 2013-10   3,335 1,685     1,650  
    11 CHEVRON CORP 2010-02 PURCHASE 2013-10   1,324 785     539  
    28 CULLEN/ FROST BANKERS 2011-08 PURCHASE 2013-10   1,983 1,327     656  
    58 DARDEN RESTAURANTS 2012-01 PURCHASE 2013-10   2,996 2,587     409  
    82 DU PONT E I DE NEMOURS 2010-01 PURCHASE 2014-10   4,803 2,697     2,106  
    38 DE PONT E I DE NEMOURS 2010-01 PURCHASE 2013-10   2,350 1,250     1,100  
    46 EATON CORP 2012-11 PURCHASE 2013-10   3,179 2,388     791  
    .035 FNMA 2013-09 PURCHASE 2013-10   1,078 1,120     -42  
    46 GENERAL MILLS 2012-07 PURCHASE 2013-10   2,296 1,805     491  
    147 INTEL CORP   PURCHASE 2013-10   3,500 2,864     636  
    44 JOHNSON & JOHNSON 2010-02 PURCHASE 2013-10   4,048 2,766     1,282  
    17 JOHSON & JOHNSON 2010-02 PURCHASE 2013-10   1,562 1,069     493  
    44 JP MORGAN CHASE 2012-12 PURCHASE 2013-10   2,303 1,785     518  
    31 JPMORGAN CHASE 2012-12 PURCHASE 2013-10   1,640 1,258     382  
    16 KIMBERLY-CLARK 2010-02 PURCHASE 2013-10   1,685 952     733  
    67 KLA-TENCOR CORP 2012-10 PURCHASE 2013-10   4,118 3,095     1,023  
    33 KLA-TENCOR 2012-10 PURCHASE 2013-10   2,104 1,524     580  
    159 LOCKHEED MARTIN 2010-12 PURCHASE 2013-10   20,549 11,031     9,518  
    34 LOCKHEED MARTIN 2010-12 PURCHASE 2013-10   4,539 2,359     2,180  
    174 MATTEL INC 2011-10 PURCHASE 2013-10   7,395 4,344     3,051  
    23 MATTEL INC 2011-10 PURCHASE 2013-10   992 574     418  
    31 MATTEL INC 2011-10 PURCHASE 2013-10   1,364 774     590  
    80 MCDONALDS 2010-02 PURCHASE 2013-10   7,762 5,140     2,622  
    79 MERCK & CO 2013-02 PURCHASE 2013-10   3,803 3,367     436  
    192 MICROSOFT CORP 2010-01 PURCHASE 2013-10   6,497 5,685     812  
    80 MICROSOFT CORP 2010-01 PURCHASE 2013-10   2,727 2,369     358  
    77 NOVARTIS AG 2010-02 PURCHASE 2013-10   5,826 4,189     1,637  
    49 NOVARTIS AG 2010-02 PURCHASE 2013-10   3,863 2,665     1,198  
    84 OCCIDENTAL PETROLEUM CORP 2012-04 PURCHASE 2013-10   7,914 7,432     482  
    43 OCCIENTAL PETROLEUM 2012-04 PURCHASE 2013-10   4,102 3,804     298  
    65 ONEOK INC 2013-05 PURCHASE 2013-10   3,557 2,989     568  
    32 ONEOK INC 2013-05 PURCHASE 2013-10   1,803 1,472     331  
    121 PAYCHEX 2010-01 PURCHASE 2013-10   4,776 3,562     1,214  
    74 PAYCHEX 2010-01 PURCHASE 2013-10   3,146 2,152     994  
    25 PAYCHEX 2010-02 PURCHASE 2013-10   1,071 727     344  
    9 PEPSI CO 2011-07 PURCHASE 2013-10   716 578     138  
    58 PEPSI CO 2011-07 PURCHASE 2013-10   4,674 3,725     949  
    27 PEPSI CO 2011-07 PURCHASE 2013-10   2,244 1,734     510  
    46 PNC FINANCIAL SERVICE GROUP 2011-04 PURCHASE 2013-10   3,457 2,920     537  
    66 PPL CORP 2012-01 PURCHASE 2013-10   2,029 1,830     199  
    31 PROCTER & GAMBLE CO 2012-02 PURCHASE 2013-10   2,425 1,978     447  
    29 PROCTER & GAMBLE CO 2012-02 PURCHASE 2013-10   2,317 1,850     467  
    90 TEVA PHARMACEUTICAL INDS LTD 2012-12 PURCHASE 2013-10   3,697 3,554     143  
    83 TOTAL SASPONSORED ADR 2010-01 PURCHASE 2013-10   4,831 4,995     -164  
    47 TOTAL SASPONSORED ADR 2010-01 PURCHASE 2013-10   2,834 2,828     6  
    86 UNITED PARCEL SERVICE, INC 2011-08 PURCHASE 2013-10   7,819 5,366     2,453  
    27 UNITED PARCEL SERVICE 2011-08 PURCHASE 2013-10   2,523 1,685     838  
    6 UNITED PARCEL SERVICE 2011-08 PURCHASE 2013-10   573 374     199  
    0.0435 WESTERN IL UNIV 2010-07 PURCHASE 2013-10   103,563 100,000     3,563  
    150 3M CO 2010-01 PURCHASE 2013-10   17,903 12,000     5,903  
    90 3M CO 2010-04 PURCHASE 2013-10   10,687 7,480     3,207  
    100,000 CALIFORNIAN ST PUB 2010-04 PURCHASE 2013-11   112,200 100,391     11,809  
    0.035 FNMA 2013-09 PURCHASE 2013-11   1,157 1,202     -45  
    235 ROYAL DUTCH SHELL PLC 2011-10 PURCHASE 2013-11   15,659 14,054     1,605  
    456 ROYAL DUTCH SHELL PLC 2011-10 PURCHASE 2013-11   30,110 27,618     2,492  
    128 3M CO 2010-04 PURCHASE 2013-11   16,501 11,001     5,500  
    170 BANK HAWAII 2010-11 PURCHASE 2013-12   9,784 7,698     2,086  
    .035 FNMA 2013-09 PURCHASE 2013-12   1,808 1,879     -71  
    .03 GNMA POOL 2013-11 PURCHASE 2013-12   1,458 1,509     -51  
    45 UNITED PARCEL SERVICE 2011-08 PURCHASE 2013-12   4,579 2,808     1,771  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE OBLIGATIONS 283,155 284,336

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE EQUITIES 5,967,533 7,239,574

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    US Government Securities - End of Year Book Value:

    1,085,276
    US Government Securities - End of Year Fair Market Value:

    1,052,162
    State & Local Government Securities - End of Year Book Value:


    566,527
    State & Local Government Securities - End of Year Fair Market Value:


    577,159


    TY 2013 LegalFeesSchedule
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL ADVICE AND COMPLIANCE 1,290     1,290


    TY 2013 OtherDecreasesSchedule
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Description Amount
    ESTIMATED FEDERAL INCOME TAX PAYMENT 2,776


    TY 2013 OtherExpensesSchedule
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    POST OFFICE BOX RENT 92 92    


    TY 2013 OtherIncomeSchedule2
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 118 118  


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT AGENT FEES 28,892 28,892    


    TY 2013 TaxesSchedule
    Name:
    BARBARA F WHEELER FOUNDATION
    EIN: 75-2838312
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 2,520 2,520    
    PAYROLL TAX EXPENSE 3,050 763   2,287