TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
THE WHEELER FAMILY CHARITABLE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 466
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
SOMERSET, PA15501

A Employer identification number

23-2938580

B Telephone number (see instructions)

(814) 443-9201

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$6,126,745J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	300,029
2	Check .............
3	Interest on savings and temporary cash investments	51,812		51,812
4	Dividends and interest from securities...	76,391		76,391
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		61,678
b	Gross sales price for all assets on line 6a 1,336,261
7	Capital gain net income (from Part IV, line 2)...			61,678
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).......
12	Total. Add lines 1 through 11........	489,910		189,881
13	Compensation of officers, directors, trustees, etc.	21,375		4,275	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		4,000	1,200	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		3,841	1,076	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		92	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	29,308		6,551	0
25	Contributions, gifts, grants paid.......	463,000			463,000
26	Total expenses and disbursements. Add lines 24 and 25	492,308		6,551	463,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-2,398
b	Net investment income (if negative, enter -0-)			183,330
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	219,635	78,242	78,242
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	201,540	151,289	161,465
	b	Investments—corporate stock (attach schedule).......	2,094,119	2,761,564	5,108,616
	c	Investments—corporate bonds (attach schedule).......	1,232,120	753,878	778,422
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,747,414	3,744,973	6,126,745
	17	Accounts payable and accrued expenses..........
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	3,747,414	3,744,973
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	3,747,414	3,744,973
	30	Total liabilities and net assets/fund balances (see instructions).	3,747,414	3,744,973

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

3,747,414

Enter amount from Part I, line 27a .....................

-2,398

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

3,745,016

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,744,973

Form 990-PF (2020)

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.)
1 a	3,006 UNITS HP INC	P	2015-08-28	2020-02-27
b	440 UNITS MICROSOFT CORP	D	2010-09-21	2020-03-02
c	343 UNITS AVANOS MED INC	P	2017-01-25	2020-03-05
d	1,156 NUTRIEN LTD	P	2016-09-01	2020-03-05
e	82 UNITS AFFILIATED MANAGERS GROUP	P	2010-11-22	2020-03-17
	214 UNITS AFLAC INC	P	2019-03-26	2020-03-17
	98 UNITS ANALOG DEVICES INC	P	2019-03-26	2020-03-17
	55 UNITS CHEVRONTEXACO CORP COM	P	2019-03-26	2020-03-17
	450 UNITS COMCAST CORP NEW CL A	P	2020-02-07	2020-03-17
	1,532 UNITS DELTA AIRLINES INC DEL	P	2016-09-01	2020-03-17
	98 UNITS EMERSON ELEC CO	P	2019-03-26	2020-03-17
	63 UNITS EXXON MOBIL CORP	P	2019-03-26	2020-03-17
	56 UNITS GENERAL DYNAMICS	P	2019-03-26	2020-03-17
	122 UNITS LOWES COS INC	P	2019-03-26	2020-03-17
	59 UNITS NORFOLK SOUTHERN CORP COM	P	2019-03-26	2020-03-17
	50,000 UNITS OCCIDENTAL PETE CORP	P	2011-08-15	2020-03-17
	181 UNITS PEBBLEBROOK HOTEL TR	P	2012-07-12	2020-03-17
	81 UNITS PHILLIPS 66	P	2019-03-26	2020-03-17
	95 UNITS REINSURANCE GRP OF AMERICA ICOM NEW	P	2017-04-19	2020-03-17
	127 UNITS SYSCO CORP	P	2019-03-26	2020-03-17
	128 UNITS US BANCORP DEL COM	P	2019-03-26	2020-03-17
	109 UNITS VF CORPORATION	P	2019-03-26	2020-03-17
	267.161 UNITS VANGUARD 500 INDEX-ADM	P	2018-06-22	2020-03-18
	435 UNITS 3M CO COM	P	2010-11-22	2020-03-19
	750 UNITS CAPITAL ONE FINANCIAL CORP	P	2016-09-01	2020-03-19
	1,446 UNITS CITIGROUP	P	2016-09-01	2020-03-19
	348 UNITS MCDONALDS CORP	P	2018-09-18	2020-03-19
	768 UNITS CARRIER GLOBAL CORPORATION COM	P	2007-05-07	2020-05-04
	384 UNITS OTIS WORLDWIDE CORP COM	P	2007-05-07	2020-05-04
	47 UNITS POLARIS INDS INC	P	2019-03-26	2020-05-04
	26 UNITS CLOROX COMPANY	P	2019-03-26	2020-05-29
	15 UNITS INTERNATIONAL FLAVORS&FRAGRACOM	P	2020-04-15	2020-06-03
	47 UNITS ALLIANCE DATA SYSTEMS CORP COM	P	2020-04-15	2020-07-30
	94 UNITS BANK OZK	P	2020-04-15	2020-07-30
	97 UNITS BANKUNITED INC	P	2020-04-15	2020-07-30
	69 UNITS FLOWSERVE CORP	P	2020-04-15	2020-07-30
	72 UNITS WEBSTER FINL CORP CONN	P	2020-04-15	2020-07-30
	166 UNITS SYSCO CORP	P	2020-04-15	2020-08-12
	214 UNITS EXXON MOBIL CORP	P	2020-04-15	2020-09-08
	205 UNITS BRUNSWICK CORPORATION	P	2012-04-16	2020-11-12
	100,000 UNITS CITIGROUP	P	2019-03-15	2020-11-12
	201 UNITS EATON VANCE CORP	P	2020-04-15	2020-11-12
	50,000 UNITS HORMEL FOODS CORP	P	2011-04-05	2020-11-12
	75 UNITS HUNTINGTON INGALLS	P	2016-05-11	2020-11-12
	341 UNITS TRUSTMARK CORP	P	2011-08-15	2020-11-12
	38 UNITS DOLBY LABORATORIES INC	P	2020-04-15	2020-11-25
	.8176 UNITS VIATRIS INC COM	P	2013-05-16	2020-12-02
	194 UNITS APPLE INC	P	2011-12-27	2020-01-24
	50,000 UNITS DETROIT EDISON CO	P	2011-05-31	2020-07-01
	50,000 UNITS WISCONSIN ST TRANSP REV	P	2010-11-24	2020-07-01
	30,000 UNITS WALMART	P	2010-07-13	2020-07-08
	50,000 UNITS JOHNSON & JOHNSON	P	2011-02-28	2020-09-01
	50,000 UNITS PEPSICO INC	P	2010-10-26	2020-11-02
	50,000 UNITS EMERSON ELECTRIC	P	2010-01-19	2020-11-16
	50,000 UNITS HERSHEY CO	P	2011-04-06	2020-12-02
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	69,312	31,557	37,755
b	72,735	11,651	61,084
c	11,032	12,873	-1,841
d	47,742	51,447	-3,705
e	4,405	7,360	-2,955
	6,851	10,804	-3,953
	9,050	10,756	-1,706
	4,178	6,809	-2,631
	16,002	20,159	-4,157
	54,573	67,506	-12,933
	4,574	6,505	-1,931
	2,286	4,905	-2,619
	7,449	9,833	-2,384
	10,985	13,261	-2,276
	8,210	10,713	-2,503
	42,250	49,910	-7,660
	1,780	4,086	-2,306
	3,908	8,138	-4,230
	8,126	11,973	-3,847
	5,808	8,993	-3,185
	4,338	6,540	-2,202
	6,164	9,037	-2,873
	62,323	67,481	-5,158
	57,001	61,825	-4,824
	40,621	53,435	-12,814
	57,704	68,626	-10,922
	50,327	56,777	-6,450
	13,369	12,039	1,330
	19,368	18,413	955
	3,328	4,016	-688
	5,180	4,159	1,021
	1,969	1,834	135
	2,048	1,716	332
	2,227	1,716	511
	1,731	1,688	43
	2,050	1,636	414
	1,862	1,684	178
	9,942	7,842	2,100
	8,308	8,888	-580
	13,338	5,182	8,156
	102,431	99,857	2,574
	13,035	7,565	5,470
	50,280	50,193	87
	11,854	11,606	248
	9,060	7,693	1,367
	3,313	2,263	1,050
	14	10	4
	61,805	11,727	50,078
	50,000	49,896	104
	50,000	50,000	0
	30,000	30,000	0
	50,000	50,000	0
	50,000	50,000	0
	50,000	50,000	0
	50,000	50,000	0
	15		15

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			37,755
b			61,084
c			-1,841
d			-3,705
e			-2,955
			-3,953
			-1,706
			-2,631
			-4,157
			-12,933
			-1,931
			-2,619
			-2,384
			-2,276
			-2,503
			-7,660
			-2,306
			-4,230
			-3,847
			-3,185
			-2,202
			-2,873
			-5,158
			-4,824
			-12,814
			-10,922
			-6,450
			1,330
			955
			-688
			1,021
			135
			332
			511
			43
			414
			178
			2,100
			-580
			8,156
			2,574
			5,470
			87
			248
			1,367
			1,050
			4
			50,078
			104
			0
			0
			0
			0
			0
			0
			15

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	61,678
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 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	2,548
c	All other domestic foundations enter 1.39% 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	0
3	Add lines 1 and 2...........................	3	2,548
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,548
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	3,600
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	3,600
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,052
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax1,052	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

BARBARA DAVIES Telephone no. bullet

(814) 445-8442

Located at bullet

169 OXFORD HEIGHTS ROADSOMERSETPA ZIP+4 bullet

15501

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2020?.............

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)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 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 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

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-)
JOAN M WHEELER	CHAIRMAN-BOD & FOUNDATION 0.50	0
198 PINNACLE CIRCLE SOMERSET,PA15501	CHAIRMAN-BOD & FOUNDATION 0.50	0
DAVID L WHEELER	DIRECTOR 0.00	0
9241 TIBET POINTE CIRCLE WINDERMERE,FL34786	DIRECTOR 0.00	0
HAROLD W WHEELER III	DIRECTOR 0.00	0
1908 HARBOURSIDE DRIVE UNIT 402 LONGBOAT KEY,FL34228	DIRECTOR 0.00	0
BARBARA DAVIES	DIRECTOR 1.00	0
169 OXFORD HEIGHTS ROAD SOMERSET,PA15501	DIRECTOR 1.00	0
PAUL J WHEELER	DIRECTOR 0.00	0
235 WHEELER LANE SOMERSET,PA15501	DIRECTOR 0.00	0
SOMERSET TRUST COMPANY	TRUSTEE 5.00	21,375
131 NORTH CENTER AVE PO BOX 1330 SOMERSET,PA15501	TRUSTEE 5.00	21,375

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...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

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

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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,203,288

Average of monthly cash balances.......................

238,072

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,441,360

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,441,360

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

81,620

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

5,359,740

Minimum investment return. Enter 5% of line 5..................

267,987

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

267,987

Tax on investment income for 2020 from Part VI, line 5......

2,548

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

2,548

Distributable amount before adjustments. Subtract line 2c from line 1............

265,439

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

265,439

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

265,439

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

463,000

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

463,000

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

463,000

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 (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					265,439
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	1,093,189
b From 2016......	442,801
c From 2017......	222,144
d From 2018......	216,305
e From 2019......	215,578
fTotal of lines 3a through e........		2,190,017
4Qualifying distributions for 2020 from Part
XII, line 4: $ 463,000
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					265,439
e Remaining amount distributed out of corpus		197,561
5 Excess distributions carryover applied to 2020.		0			0
(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		2,387,578
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
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......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		1,093,189
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		1,294,389
10 Analysis of line 9:
a Excess from 2016....	442,801
b Excess from 2017....	222,144
c Excess from 2018....	216,305
d Excess from 2019....	215,578
e Excess from 2020....	197,561

Form 990-PF (2020)

Page 10

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 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

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 foundation 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).)

JOAN M WHEELER

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.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

BARBARA DAVIES
169 OXFORD HEIGHTS ROAD
SOMERSET,PA15501
(814) 445-8442

bThe form in which applications should be submitted and information and materials they should include:

NO PRESCRIBED FORM

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE

Form 990-PF (2020)

Page 11

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALZHEIMER'S DISEASE RESEARCH CENTER (UPMC) FORBES TOWER SUITE 8084 3600 FORBES AVE AT MEYRAN AVE PITTSBURGH,PA15213	N/A	PC	UNRESTRICTED CONTRIBUTION	20,000
BIRTHRIGHT OF SOMERSET INC PO BOX 94 SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	1,000
BOYS & GIRLS CLUB OF SOMERSET COUNTY PO BOX 777 SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	5,000
CAMP PARC PO BOX 404 DAVIDSVILLE,PA15928	N/A	PC	UNRESTRICTED CONTRIBUTION	10,000
CHILDREN'S AID HOME PROGRAMS 1476 N CENTER AVE SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	5,000
CHILDREN'S AID HOME 1476 N CENTER AVE SOMERSET,PA15501	N/A	PC	RESTRICTED TO ASPIRE GRANT WRITING	38,500
CHILDREN'S AID SOCIETY FOUNDATION 222 W MAIN ST SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	5,000
CHILDREN'S HOSPITAL OF PITTSBURGH 4401 PENN AVE PITTSBURGH,PA15224	N/A	PC	COLORECTAL CENTER PATIENT FAMILY SUPPORT FUND	10,000
CHILDREN'S HOSPITAL OF PITTSBURGH 4401 PENN AVE PITTSBURGH,PA15224	N/A	PC	THE CREATIVE AND EXPRESSIVE ART THERAPIES FUND	10,000
COMMUNITY FOUNDATION FOR THE ALLEGHENIES 216 FRANKLIN ST SUITE 400 JOHNSTOWN,PA15901	N/A	PC	UNRESTRICTED CONTRIBUTION	1,000
HISTORICAL & GENEALOGICAL SOCIETY 10649 SOMERSET PIKE SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	2,500
HUMANE SOCIETY OF SOMERSET COUNTY 204 WHITETAIL ROAD SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	5,000
LAUREL ARTS 214 SOUTH HARRISON AVE SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	11,000
LISTIE VOL FIRE DEPARTMENT 774 LISTIE ROAD FRIEDENS,PA15541	N/A	PC	UNRESTRICTED CONTRIBUTION	2,000
MEALS ON WHEELS 235 WEST CHURCH STREET SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	50,000
NEXT STEP CENTER PO BOX 850 SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	20,000
OUTDOOR ODYSSEY AT ROARING RUN 450 BOY SCOUT RD BOSWELL,PA15531	N/A	PC	UNRESTRICTED CONTRIBUTION	10,000
RONALD MCDONALD HOUSE CHARITIES OF PITTSBURGH 451 44TH ST-PENTHOUSE FL PITTSBURGH,PA15201	N/A	PC	UNRESTRICTED CONTRIBUTION	10,000
SALVATION ARMY PO BOX 446 SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	15,000
SOMERSET COUNTY 4-H DEVELOPMENT FUND INC 6024 GLADES PIKE SUITE 101 SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	7,000
SOMERSET COUNTY MOBILE FOOD BANK 1686 COXES CREEK ROAD SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	25,000
SOMERSET COUNTY SHRINE CLUB 173 MACDONALDTON RD BERLIN,PA15530	N/A	PC	UNRESTRICTED CONTRIBUTION	5,000
SOMERSET FOOD PANTRY 416 W FAIRVIEW ST SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	50,000
SOMERSET HOSPITAL FOUNDATION 225 SOUTH CENTER AVENUE SOMERSET,PA15501	N/A	PC	RESTRICTED FOR IN TOUCH HOSPICE	80,000
SOMERSET VOLUNTEER FIRE DEPT 340 WEST UNION ST SOMERSET,PA15501	N/A	PC	UNRESTRICTED CONTRIBUTION	25,000
ST JUDE RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS,TN38105	N/A	PC	UNRESTRICTED CONTRIBUTION	30,000
UNIVERSITY OF PITTSBURGH 5150 CENTRE AVENUE PITTSBURGH,PA15232	N/A	PC	UNRESTRICTED CONTRIBUTION	10,000
Total ................................. 3a				463,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2020)

Page 12

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	(e) Related or exempt function income (See instructions.)
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	51,812
4 Dividends and interest from securities....			14	76,391
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.....
8 Gain or (loss) from sales of assets other than inventory ............			18	61,678
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)..		0		189,881	0

13Total. Add line 12, columns (b), (d), and (e)..................

189,881

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

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) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

THE WHEELER FAMILY CHARITABLE FOUNDATION

Employer identification number

23-2938580

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization THE WHEELER FAMILY CHARITABLE FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	JOAN WHEELER 198 PINNACLE CIRCLE SOMERSET, PA15501	$ 300,029	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization THE WHEELER FAMILY CHARITABLE FOUNDATION		Employer identification number 23-2938580

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	2291 SHARES APPLE INC.	$ 300,029	2020-12-23
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization THE WHEELER FAMILY CHARITABLE FOUNDATION			Employer identification number 23-2938580
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2020 AccountingFeesSchedule

Name:

THE WHEELER FAMILY CHARITABLE FOUNDATION

EIN:

23-2938580

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX RETURN PREPARATION FEES	4,000	1,200		0

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

THE WHEELER FAMILY CHARITABLE FOUNDATION

EIN:

23-2938580

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ALTRIA GROUP INC NOTE 3.80%	100,933	109,199
BLACKROCK INC 3.5%	50,710	54,920
CIGNA CORPORATION 3.250%	49,796	54,529
GILEAD SCIENCES INC 3.50%	100,100	110,467
GOOGLE INC NOTE 3.625%	49,733	50,647
JOHNSON & JOHNSON 3.55%	50,000	50,586
JPMORGAN CHASE & CO NOTE 3.625%	59,058	68,192
KIMBERLY CLARK CORP NOTE 2.400%	19,957	20,495
LEHMAN BROS HOLDINGS ESCROW 6.00%	53,551	920
PPG INDS INC NOTE 3.750%	98,874	120,043
PRECISION CASTPARTS CORP NOTE 2.500%	18,985	20,778
REALTY INCOME CORP NOTE 4.125%	102,181	117,646

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

THE WHEELER FAMILY CHARITABLE FOUNDATION

EIN:

23-2938580

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3M CO COM	9,028	10,138
ABBOTT LABS	35,333	43,249
ACCENTURE PLC	24,704	35,263
AFLAC INC	13,910	17,254
AIR PRODUCTS & CHEMICALS INC	24,351	30,054
AMERCO COM	7,205	14,527
AMGEN INC COM	84,652	105,993
ANALOG DEVICES INC COM	17,896	25,262
APPLE INC.	369,649	663,317
AT&T INC COM	13,755	12,712
AUTOMATIC DATA PROCESSING INCOM	29,702	35,945
BECTON DICKINSON AND COMPANY	33,877	33,780
BLACKROCK INC COM	20,194	31,748
BOOZ ALLEN HAMILTON	11,489	26,939
CAPITAL ONE FINANCIAL CORP	2,183	3,657
CENTENE CORP DEL COM	10,300	23,412
CHECK POINT SOFTWARE TECH LTD	8,381	16,481
CHEVRONTEXACO CORP COM	8,584	8,698
CHUBB LIMITED COM	21,855	26,782
CHURCH & DWIGHT INC	1,907	19,888
CISCO SYS INC COM	102,637	153,493
CITIGROUP INC COM NEW	6,232	8,077
CLOROX COMPANY COM	17,165	18,577
COLGATE PALMOLIVE CO COM	16,973	20,437
CORELOGIC INC COM	5,605	17,861
COSTCO WHSL CORP NEW COM	73,927	186,883
DELTA AIR LINES INC DEL COM NEW	6,800	11,379
EASTGROUP PROPERTIES INC.	6,252	20,295
EMERSON ELEC CO COM	9,132	13,904
EVERSOURCE ENERGY COM	24,533	25,866
FACTSET RESEARCH SYSTEMS INC	23,042	27,598
FIRST REP BK SAN FRANCISCO C COM	6,798	29,827
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX	126,478	327,259
GALLAGHER ARTHUR J & CO COM	7,279	23,257
GENERAL DYNAMICS	13,589	14,882
GRACO INC	3,942	23,658
HOME DEPOT INC COM	53,042	144,497
HUBBELL INC COM	12,178	18,658
ICON PLC SHS	13,721	32,172
ILLINOIS TOOL WORKS INC COM	51,212	100,105
INGREDION INC COM	10,151	11,722
INVESCO EXCHNG TRADED FD TR S&P SMLCP HELT	9,693	45,531
INVESCO EXCHNG TRADED FD TR S&P SMLCP INFO	14,217	40,051
INVESCO EXCHNG TRADED FD TR S&P SMLCP MATL	7,510	11,840
ISHARES CORE S&P MID-CAP ETF	15,756	35,164
ISHARES CORE S&P SMALL-CAP ETF	15,852	33,819
JOHNSON AND JOHNSON	132,348	163,518
JPMORGAN CHASE & CO COM	89,858	191,494
KANSAS CITY SOUTHERN	5,411	16,126
L3HARRIS TECHNOLOGIES INC COM	32,845	33,457
LINDE PLC COM	21,838	30,567
LOWES COS INC COM	21,221	31,299
MANHATTAN ASSOCS INC COM	2,648	13,358
MCDONALDS CORP COM	10,440	11,373
MEDTRONICS PLC SHS	125,960	177,233
MICROSOFT CORP COM	146,166	738,657
NEXTERA ENERGY INC COM	65,888	115,725
NIKE INC CL B	17,324	27,587
NORFOLK SOUTHERN CORP COM	17,415	24,711
NOVARTIS A G SPONSORED ADR	16,650	18,319
NUTRIEN LTD	9,735	13,244
PACKAGING CORP OF AMERICA	6,128	36,408
PAYCHEX INC COM	24,256	31,402
PEPSICO INC COM	27,430	30,698
PFIZER INC COM	75,024	92,209
PHILLIPS 66 COM	9,892	11,470
PROCTER & GAMBLE CO COM	27,184	31,863
QUEST DIAGNOSTICS INC	48,008	75,435
ROSS STORES INC COM	74,044	151,670
SMITH A O COM	4,206	14,801
TARGET CORP COM	18,512	30,716
US BANCORP DEL COM NEW	7,644	10,436
VERIZON COMMUNICATIONS INC COM	29,188	33,429
VF CORPORATION	10,758	15,715
WAL MART INC COM	28,557	33,875
WEC ENERGY GROUP INC	27,948	28,253
AGREE REALTY CORP	2,227	2,330
AMERICAN TOWER CORP	8,484	7,183
AXALTA COATING SYS LTD COM	2,231	3,369
BROWN & BROWN INC COM	2,240	2,228
CBOE GLOBAL MARKETS INC	2,236	2,142
COGENT COMMUNICATIONS HLDGS COM NEW	2,283	1,736
COMCAST CORP NEW CL A	15,994	21,903
CULLEN FROST BANKKERS INC	2,222	3,053
DISCOVERY COMMUNICATIONS INC	2,224	3,129
DOCUSIGN INC COM	2,214	4,224
DONALDSON INC COM	2,260	2,962
DOUGLAS EMMETT INC COM	2,218	2,159
EAGLE MATERIALS INC COM	2,150	3,547
EVERBRIDGE INC COM	2,327	2,832
EVERCORE INC CLASS A	2,241	4,605
GILEAD SCIENCES INC	6,386	5,069
GUIDEWIRE SOFTWARE INC COM	2,209	3,090
HUNT J B TRANS SVCS INC COM	2,372	3,006
KEYSIGHT TECHNOLOGIES INC COM	2,274	3,170
LAMB WESTON HLDGS INC COM	2,208	2,992
LIBERTY GLOBAL PLC	2,660	2,906
LIBERTY LATIN AMERICA LTD COM CL A	2,075	2,382
M & T BANK CORP	2,144	2,928
METLIFE INC	10,686	14,742
PINNACLE WEST CAP CORP COM	2,299	2,399
POST HLDGS INC COM	2,246	2,525
PVH CORP COM	2,063	4,225
RAYMOND JAMES FINACNIAL INC COM	2,183	3,157
RAYTHEON TECHNOLOGIES CORP COM	60,264	78,375
REGENCY CTRS CORP COM	8,364	9,346
RLI CORP COM	2,261	2,812
SUN CMNTYS INC COM	2,234	2,583
SYNEOS HEALTH INC CL A	2,210	2,930
TYLER TECHNOLOGIES INC COM	2,305	3,056
UNITEDHEALTH GROUP INC COM	10,922	12,975
VAIL RESORTS, INC	2,240	3,626
VIACOMCBS INC CL B	8,507	18,034
VIATRIS INC COM	4,128	5,809
WALGREENS BOOTS ALLIANCE INCCOM	4,309	3,908
WHIRLPOOL CORP	1,578	2,888
CIGNA CORP NEW COM	4,280	4,788
PENTAIR PLC	2,908	4,831
WASTE CONNECTIONS INC COM	2,501	2,667
FIDELITY EXTENDED MARKET INDEX FUND	10,000	13,036

- TIN:

TY 2020 InvestmentsGovtObligationsSch

Name:

THE WHEELER FAMILY CHARITABLE FOUNDATION

EIN:

23-2938580

US Government Securities - End of Year Book Value:

US Government Securities - End of Year Fair Market Value:

State & Local Government Securities - End of Year Book Value:

151,289

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

161,465

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

THE WHEELER FAMILY CHARITABLE FOUNDATION

EIN:

23-2938580

Description	Amount
NONDIVIDEND DISTRIBUTIONS, ACTIVITY IN PRIOR YR ADJ AND ROUNDING	43

- TIN:

TY 2020 OtherExpensesSchedule

Name:

THE WHEELER FAMILY CHARITABLE FOUNDATION

EIN:

23-2938580

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
POST OFFICE BOX FEE	92	0		0

- TIN:

TY 2020 TaxesSchedule

Name:

THE WHEELER FAMILY CHARITABLE FOUNDATION

EIN:

23-2938580

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	1,076	1,076		0
FEDERAL EXCISE TAX	2,765	0		0