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.
bulletGo 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 07-01-2020 , and ending 06-30-2021
Name of foundation
WHEELER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)101 WEST BIG BEAVER ROAD NO 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TROY, MI48084
A Employer identification number

38-3392912
B Telephone number (see instructions)

(248) 844-1410
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$22,450,012J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 50,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 274,723 274,238  
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 1,217,901
b Gross sales price for all assets on line 6a 5,442,342
7 Capital gain net income (from Part IV, line 2)... 1,213,969
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 -5,341 -5,968  
12 Total. Add lines 1 through 11........ 1,537,283 1,482,239  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 7,235 0   7,235
b Accounting fees (attach schedule)....... Click to see attachment 2,396 2,396   0
c Other professional fees (attach schedule).... Click to see attachment 260,920 116,920   144,000
17 Interest............... 2,657 1,958   687
18 Taxes (attach schedule) (see instructions)... Click to see attachment 31,241 20,739   0
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 attachment 83,733 62,064   21,197
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 388,182 204,077   173,119
25 Contributions, gifts, grants paid....... 584,550 584,550
26 Total expenses and disbursements. Add lines 24 and 25 972,732 204,077   757,669
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 564,551
b Net investment income (if negative, enter -0-) 1,278,162
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 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............. 233,735 372,628 372,628
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 7,602,328 Click to see attachment8,712,769 14,025,605
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,270,476 Click to see attachment6,411,457 8,001,764
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,769 Click to see attachment50,015 Click to see attachment50,015
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,113,308 15,546,869 22,450,012
Liabilities 17 Accounts payable and accrued expenses.......... 25  
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) Click to see attachment157,059 Click to see attachment26,094
23 Total liabilities (add lines 17 through 22)......... 157,084 26,094
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 14,956,224 15,520,775
29 Total net assets or fund balances (see instructions)..... 14,956,224 15,520,775
30 Total liabilities and net assets/fund balances (see instructions). 15,113,308 15,546,869
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
14,956,224
2
Enter amount from Part I, line 27a .....................
2
564,551
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,520,775
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,520,775
Form 990-PF (2020)
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 CAPITAL GAIN DISTRIBUTION AMERICAN FUNDS GROWTH FUND OF AMERICA P    
b CAPITAL GAIN DISTRIBUTION KINDER MORGAN, INC P    
c CAPITAL GAIN DISTRIBUTION MEDICAL PROPERTIES TRUST, INC P    
d EATON PARK OVERSEAS FUND, LTD - CLASS E P    
e FLEETCOR TECHOLOGIES INC. SECURITIES LITIGATION SETTLEMENT P    
FROM SCH. K-1 ROCKEFELLER GLOBAL EQUITY FUND II (QP), L.P. P    
FROM SCH. K-1 ROCKEFELLER INTERNATIONAL EQUITY FUND II, L.P. P    
FROM SCH. K-1 ROCKEFELLER OPPORTUNISTIC CREDIT FUND, LLC P    
FROM SCH. K-1: SILBERCREST SPECIAL SITUATIONS SPV LLC P    
MARVELL TECHNOLOGY GROUP SECURITIES LITIGATION SETTLEMENT P    
PFIZER, INC. SECURITIES LITIGATION SETTLEMENT P    
PUBLICLY TRADED SECURITY      
(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 1,103     1,103
b 846     846
c 114     114
d 329   59,359 -59,030
e 251     251
19,569     19,569
    149,096 -149,096
    95,545 -95,545
1,845     1,845
19     19
32     32
5,414,302   3,920,441 1,493,861
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       1,103
b       846
c       114
d       -59,030
e       251
      19,569
      -149,096
      -95,545
      1,845
      19
      32
      1,493,861
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 1,213,969
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 17,766
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 17,766
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 17,766
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,500
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,734
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,734 RefundedBullet 11 0
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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
    Yes
     
    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)
    bulletDE
    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 2020 or the taxable year beginning in 2020? See the 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletDOUGLAS S SOIFER Telephone no.bullet (248) 844-1410

    Located atbullet101 WEST BIG BEAVER ROAD STE 800TROYMI ZIP+4bullet48084
    15
    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
    15
     
    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
    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 instructions ........
    1b
     
    No
    ........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 2020?.............
    1c
     
    No
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 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.)..................
    3b
     
     
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    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? .................
    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
    MICHAELON A WRIGHT DIRECTOR/PRESIDENT
    3.00     		0 0 0
    101 W BIG BEAVER ROAD STE 800
    TROY,MI48084
    ROBERT T HOWARD EXECUTIVE VICE PRESIDENT
    1.00     		0 0 0
    101 W BIG BEAVER ROAD STE 800
    TROY,MI48084
    DOUGLAS S SOIFER SECRETARY
    3.00     		0 0 0
    101 W BIG BEAVER ROAD STE 800
    TROY,MI48084
    PAUL OSTER TREASURER
    1.00     		0 0 0
    101 W BIG BEAVER ROAD STE 800
    TROY,MI48084
    THOMAS R WHEELER DIRECTOR
    1.00     		0 0 0
    101 W BIG BEAVER ROAD STE 800
    TROY,MI48084
    MORGAN WRIGHT DIRECTOR
    1.00     		0 0 0
    101 W BIG BEAVER ROAD STE 800
    TROY,MI48084
    ERIN WRIGHT DIRECTOR
    1.00     		0 0 0
    101 W BIG BEAVER ROAD STE 800
    TROY,MI48084
    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 0
    Form 990-PF (2020)
    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.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    15,358,689
    b
    Average of monthly cash balances.......................
    1b
    349,118
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,438,212
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,146,019
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    20,146,019
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    302,190
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,843,829
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    992,191
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
    992,191
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    17,766
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    843
    c
    Add lines 2a and 2b............................
    2c
    18,609
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    973,582
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    973,582
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    973,582
    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
    757,669
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    757,669
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    757,669
    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)
    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 7 973,582
    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...... 32,770
    b From 2016......  
    c From 2017...... 108,531
    d From 2018...... 179,910
    e From 2019...... 108,688
    fTotal of lines 3a through e........ 429,899
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 757,669
    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..... 757,669
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 215,913 215,913
    (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 5 213,986
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		213,986
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 105,298
    d Excess from 2019.... 108,688
    e Excess from 2020....  
    Form 990-PF (2020)
    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 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    MICHAELON A WRIGHT
    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
    aThe name, address, and telephone number or email address 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 (2020)
    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)
    aPaid during the year
    FLORIDA CITIZEN'S ALLIANCE INC
    PO BOX 697
    MARCO ISLAND,FL34146     		  PC PUBLIC POLICY 8,000
    ST ANTHONY HEALTH FOUNDATION
    11600 W 2ND PLACE
    LAKEWOOD,CO80228     		  PC ST. ANTHONY HOSPITAL SCHOLARSHIP PROGRAM 10,000
    BELLE ISLE CONSERVANCY
    300 RIVER PLACE DR STE 2800
    DETROIT,MI48207     		  PC BELLE ISLE AQUARIUM 50,000
    SALVATION ARMY EASTERN MICHIGAN DIVISION
    16130 NORTHLAND DRIVE
    SOUTHFIELD,MI48075     		  PC HOMELESS AND HUNGER SUPPORT 26,000
    ADVENTURES IN MISSIONS INC
    6000 WELLSPRING TRAIL
    GAINSVILLE,GA30506     		  PC AWAKEN AND ACTIVATE PEOPLE WORLDWIDE TO THEIR IDENTITY AND ROLE IN THE KINGDOM OF GOD 5,000
    AMERICAN CONSERVATIVE UNION FOUNDATION
    1199 N FAIRFAX STREET STE 500
    ALEXANDRIA,VA22314     		  PC EDUCATE VOTERS, OFFICE-HOLDERS, AND THOUGHT LEADERS ON CONSERVATIVE POLICIES 3,000
    AMERICAN LEGISLATIVE EXCHANGE COUNCIL
    2900 CRYSTAL DRIVE 6TH FLOOR
    ARLINGTON,VA22202     		  PC EDUCATE STATE LEGISLATURES ABOUT THE US CONSTITUTION 10,000
    BAY FUTURE INC
    812 N WATER STREET
    BAY CITY,MI48708     		  PC DEVELOPMENT AND RECOVERY EFFORTS IN BAY COUNTY 1,500
    CHRISTIAN LEADERSHIP ACADEMY
    3570 TELEGRAPH ROAD
    BLOOMFIELD,MI48302     		  PC CONSTRUCTION OF NEW FACILITY 75,000
    DIGS WITH DIGNITY
    1634 W 37TH PLACE
    CHICAGO,IL60609     		  PC ELEVATE LIVES OF TRANSITIONING HOMELESS BY PROVIDING HOME GOODS 1,500
    GROSSE ILE EDUCATION FOUNDATION INC
    PO BOX 34
    GROSSE ILE,MI48138     		  PC PUBLIC EDUCATION 1,500
    HILLSDALE COLLEGE
    33 EAST COLLEGE STREET
    HILLSDALE,MI49242     		  PC DEVELOPMENT OF ON-CAMPUS PROGRAM FOR VETERANS/ OTHER TO BECOME SCHOOL 50,000
    INDEPENDENT WOMEN'S FORUM
    4 WEEMS LANE 312
    WINCHESTER,VA22601     		  PC EDUCATE AND EMPOWER INDIVIDULAS ON CIVIC PROCESS AND PUBLIC POLICIES 25,000
    OAKDALE FOUNDATION
    3200 BEACHAM DRIVE
    WATERFORD,MI48329     		  PC SOCCER/LACROSSE FIELD IMPROVEMENT 25,000
    MAYO CLINIC
    200 1ST ST SW
    ROCHESTER,MN55905     		  PC CANCER RESEARCH AND TREATMENT 25,000
    PRAGER UNIVERSITY FOUNDATION
    15021 VENTURA BLVD 552
    SHERMAN OAKS,CA91403     		  PC PROMOTE AMERICAN VALUES THROUGH EDUCATION 2,000
    RETT SYNDROME RESEARCH TRUST INC
    67 UNDER CLIFF ROAD
    TRUMBULL,CT06611     		  PC RETT SYNDROME RESEARCH 5,000
    ROSS WHITNEY JACOBS FOUNDATION
    PO BOX 554
    KEEGO HARBOR,MI48320     		  PC NEUROLOGICAL DEGENERATIVE DISEASES RESEARCH 500
    PROJECT VERITAS
    PO BOX 98217
    WASHINGTON,DC20090     		  PC EDUCATE AND PROMOTE UNDERCOVER REPORTING 2,500
    VAIL CHRISTIAN HIGH SCHOOL
    31621 US HWY 6
    EDWARDS,CO81632     		  PC TEACHER FUNDS AND REWARDS. SCHOLARSHIP FUND 45,050
    WOODSON CENTER
    1625 K STREET NW STE 410
    WASHINGTON,DC20006     		  PC STRENGTHEN EFFORTS OF INDIGENOUS NEIGHBORHOOD LEADERS 1,000
    EVANS SCHOLARS FOUNDATION
    2501 PATRIOT BLVD
    GLENVIEW,IL60026     		  PC COLLEGE SCHOLARSHIPS 5,000
    VISION AMERICA MOBILIZED INC
    1540 KELLER PARKWAY STE 108
    KELLER,TX76248     		  PC GENERAL FUND 50,000
    TURNING POINT USA NFP
    4940 EAST BEVERLY ROAD
    PHOENIX,AZ85044     		  PC GENERAL FUND 73,000
    FREEDOMWORKS FOUNDATION INC
    111 K ST NE STE 600
    WASHINGTON,DC20002     		  PC PROMOTE TRANSPARENCY, ACCOUNTABILITY & INTEGRITY IN GOV'T 10,000
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 298240
    FORT WORTH,TX76129     		  PC DISTINGUISHED STUDENT AWARD PROGRAM 25,000
    HUMANE SOCIETY OF THE UNITED STATES
    1255 23RD ST NW STE 450
    WASHINGTON,DC20037     		  PC SUPPORT FOR ANIMALS IN NEED 1,000
    PAN EQUUS ANIMAL SANCTUARY
    940 HUMMER LAKE ROAD
    OXFORD,MI48371     		  PC ANIMAL RESCUE 18,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		  PC NATURAL DISATER RELIEF FUND 25,000
    THE JAMES MADISON INSTITUTE
    THE COLUMNS 100 N DUVAL ST
    TALLAHASSEE,FL32301     		  PC RESEARCH & EDUCATION ON MATTERS OF PUBLIC POLICY 5,000
    Total .................................bullet 3a 584,550
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    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
    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 ...........     		         
    4 Dividends and interest from securities.... 900099 485 14 274,238  
    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.....     01    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 3,932 18 1,213,969  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER NET PARTNERSHIP INCOME     		900099 596 14 -5,968 0
    bTAX-EXEMPT INCOME 900099       31
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 5,013 1,482,239 31
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,487,283
    (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.)
    11B THE INCOME REPORTED IN COLUMN (E) REPRESENTS INTEREST FROM MUNICIPAL BONDS THAT IS EXCLUDED FROM GROSS INCOME BY INTERNAL REVENUE CODE SECTION 103.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    WHEELER FAMILY FOUNDATION INC
     
    Employer identification number

    38-3392912
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... 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
    WHEELER FAMILY FOUNDATION INC
          		Employer identification number
    38-3392912
    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
    THOMAS M WHEELER TRUST CO TMW ENTERPRISES INC
     
    101 W BIG BEAVER RD STE 800
     
    TROY, MI48084

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (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
    WHEELER FAMILY FOUNDATION INC
          		Employer identification number

    38-3392912
    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
     
    		$    
    (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
    WHEELER FAMILY FOUNDATION INC
          		Employer identification number

    38-3392912
    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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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:  

    TY 2020 AccountingFeesSchedule
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROCKEFELLER CAPITAL MANAGEMENT LLC 2,396 2,396   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    FROM K-1 ROCKEFELLER   PURCHASED     3,932   COST 0 3,932  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4D MOLECULAR THERAPEUTICSINC 5,363 2,991
    ABBOTT LABORATORIES 6,993 17,737
    ABBVIE INC. 15,554 22,303
    ACADIA PHARMACEUTICALS, INC. 5,465 3,024
    ACCELERON PHARMA, INC. 4,186 5,647
    ACCOLADEINC 2,677 3,856
    ACUITY BRANDS, INC. 105,895 183,289
    ACUSHNET HOLDINGSCORP 8,054 8,843
    ADVANCED MICRO DEVICES INC. 7,145 35,787
    AFFIRM HOLDINGSINC 24,919 25,122
    AGNICO- EAGLEMINES LIMITED 17,751 21,158
    AKERO THERAPEUTICSINC 4,194 4,540
    ALARM. COM HOLDINGS INC 4,062 3,642
    ALIBABA GROUP HOLDING LTD. 28,459 29,708
    ALIGN TECHNOLOGY, INC. 4,703 8,554
    ALIGOS THERAPEUTICSINC 3,234 2,222
    ALLAKOS INC 4,879 3,671
    ALLIANZ SE - UNSPONSORED ADR 17,368 27,039
    ALNYLAM PHARMACEUTICALSINC. 9,047 29,666
    ALPHABET INC. - CLASS A 126,056 441,964
    ALX ONCOLOGY HOLDINGS INC 2,426 3,335
    AMAZON. COM INC 126,558 196,089
    AMC NETWORKS INC 2,821 7,081
    AMERICANCAMPUS COMMUNITIES, INC. 18,305 24,294
    AMERICANEXPRESS CO. 189,892 271,308
    AMGEN INC. 131,419 211,819
    AMICUS THERAPEUTICS INC. 2,122 2,834
    AMPHENOLCORP CLASS A 23,579 23,738
    ANALOG DEVICES, INC. 18,280 20,659
    ANAPLAN INC 29,667 29,368
    ANTHEM INC. 73,331 196,627
    APPLE INC. 152,027 438,683
    APPLIED INDUSTRIALTECHNOLOGIES, INC. 6,147 8,286
    APPLIED MATERIALS INC 29,987 105,234
    ARCH CAPITAL GROUP LTD. 50,607 56,502
    ARGENX SE - ADR 7,841 7,828
    ARISTA NETWORKS, INC. 24,660 29,347
    ARRAY TECHNOLOGIES 11,875 13,026
    ASCENDIS PHARMA A/ S - ADR 8,305 9,603
    ASE TECHNOLOGY HOLDING - ADR 20,993 33,560
    ASGN INC 5,955 7,367
    ASTELLAS PHARMA INC UNSPONSORED ADR 7,831 8,896
    ASTRAZENECA GROUP PLC - SPONS ADR 23,057 36,180
    AUTODESK, INC. 26,846 28,898
    AUTOZONE INC. 164,140 176,082
    AVALARA INC 18,542 18,931
    BAE SYSTEMS PLC - SPON ADR 30,251 32,958
    BAIDU. COM, INC. 13,398 13,254
    BANK OF AMERICA CORPORATION 131,010 286,342
    BANK OZK 4,302 7,926
    BAXTER INT'L INC. 3,001 3,864
    BCE INC. 24,437 27,225
    BECTON DICKINSON & CO. 59,212 75,875
    BERKSHIRE HATHAWAYINC - CI B 106,150 205,383
    BICYCLE THERAPEUTICSPLC ADR 3,505 4,129
    BIGCOMMERCE HOLDINGSINC 14,255 16,879
    BIOATLA INC 2,595 3,179
    BIOHAVEN PHARMACEUTICAL HOLDING COMPANY LTD. 3,886 5,048
    BIOMARIN PHARMACEUTICAL INC. 31,280 32,625
    BIOMEA FUSION INC 3,583 3,294
    BNP PARIBAS- ADR 32,801 42,313
    BOSTON SCIENTIFIC CO. 10,853 19,328
    BRIDGEBIO PHARMA INC 13,420 20,300
    BRISTOL MYERS SQUIBB CO. 13,003 16,839
    BRITISH AMERICAN TOBACCO PLC - SP ADR 27,265 26,495
    BRITVIC PLC - SPON ADR 18,927 20,754
    CARDIFF ONCOLOGYINC 3,953 1,849
    CARRIER GLOBAL CORP 33,568 67,505
    CATALENT, INC. 1,918 6,379
    CENTENE CORPORATION 10,383 11,742
    CENTESSA PHARMACEUTICALS ADR 3,155 3,021
    CENTRAL PACIFIC FINANCIALCORP. 2,725 4,925
    CHECK POINT SOFTWARE 190,091 184,531
    CIMPRESS PLC 7,491 8,564
    CISCO SYSTEMS, INC. 93,749 173,787
    COGENT BIOSCIENCES INC 3,885 2,903
    COGNIZANT TECHNOLOGY SOLUTIONS CORP. 171,823 182,708
    COLLEGIUM PHARMACEUTICAL INC 4,110 4,326
    COMFORT SYSTEMS USA, INC. 6,289 10,558
    COMPAGNIE DE SAINT- GOBAIN UNSPONSOREDADR 32,933 44,689
    COUPA SOFTWAREINC 28,106 29,618
    CRANE CO. 5,439 9,422
    CRITEO SA - SPON ADR 2,468 6,513
    CSG SYSTEMS INTERNATIONAL INC. 9,391 10,144
    CUMMINSENGINEINC. 100,298 169,692
    CVS HEALTH CORPORATION 206,546 200,339
    DANAHER CORPORATION 8,246 16,907
    DEERE & COMPANY 34,533 77,243
    DENTSPLY SIRONA INC. 7,703 8,540
    DEUTSCHEPOST AG SPONSORED ADR 26,982 37,616
    DEUTSCHE TELEKOM AG- SPON ADR 15,911 19,793
    DEXCOM, INC. 5,364 9,394
    DISCOVER FINANCIAL SERVICES 51,313 115,569
    DISCOVERYCOMMUNICATIONSINC. 151,779 182,661
    DOLBY LABORATORIES INC. - CLASS A 101,495 162,473
    EAGLE BANCORP, INC. 2,543 5,047
    EBAY INC. 134,981 220,810
    ECHO GLOBAL LOGISTICS, INC. 7,299 8,331
    EDWARDS LIFESCIENCESCORPORATION 6,253 12,739
    ELANCO ANIMAL HEALTH INC 4,965 7,771
    ELI LILLY & CO. 56,194 67,020
    EMCOR GROUP, INC. 5,187 9,486
    EMERGENT BIOSOLUTIONS, INC. 4,065 3,968
    ENEL SPA - UNSPON ADR 28,260 38,610
    ESSA PHARMA INC 2,874 2,857
    EVERTEC INC. 5,574 8,992
    EXLSERVICEHOLDINGS INC. 9,342 11,370
    FACEBOOK INC. 130,070 260,435
    FATE THERAPEUTICS, INC. 2,039 3,558
    FEDERAL SIGNAL CORPORATION 6,177 7,644
    FIBROGEN, INC. 2,218 2,237
    FIDELITY NATIONAL INFORMATION 49,090 51,710
    FIRST FINANCIAL CORPORATION 8,750 9,225
    FIRST HORIZON CORP 49,618 67,617
    FIRST SOLAR, INC 9,645 14,301
    FTI CONSULTING, INC. 6,798 10,109
    GENERAL MOTORS CO. 26,056 49,525
    GENTHERM INC. 4,158 7,247
    GILEAD SCIENCES INC. 8,103 8,125
    GLOBAL BLOOD THERAPEUTICSINC 4,561 4,378
    GLOBAL PAYMENTSINC. 30,853 36,570
    GLOBE LIFE INC 64,591 70,676
    GLOBUS MEDICAL INC- A 3,688 7,055
    GOLDMAN SACHS GROUP, INC. 120,980 272,123
    GREEN DOT CORP. 8,147 7,262
    HACKETT GROUP INC. 7,584 8,505
    HARMONY BIOSCIENCES HOLDINGS INC 3,706 2,823
    HEALTH CATALYST INC 2,919 4,607
    HILLTOP HOLDINGS, INC. 5,628 8,918
    HNI CORPORATION 10,085 11,784
    HOMESTREETINC. 5,902 8,229
    HORIZON THERAPEUTICSPLC 3,033 8,709
    HUMANA INC. 8,134 19,922
    IBERDROLAS. A. - SPONSORED ADR 23,524 34,736
    ICU MEDICAL INC 7,728 8,849
    II- VI INCORPORATED 33,114 32,666
    ILLUMINA, INC. 7,759 11,357
    INDEPENDENT BANK CORPORATION 5,166 6,556
    INSIGHT ENTERPRISES, INC. 7,082 8,601
    INSMED, INC. 5,766 8,965
    INTEL CORP. 99,077 162,132
    INTELLIA THERAPEUTICS INC 1,926 1,619
    INTUITIVE SURGICAL, INC. 3,733 6,437
    INVESTORSBANCORPINC 3,078 4,763
    LONIS PHARMACEUTICALSINC 23,906 16,235
    IQVIA HOLDINGS INC 7,259 11,631
    J. P. MORGAN CHASE & CO. 118,777 269,551
    JANUX THERAPEUTICSINC 800 1,098
    JAZZ PHARMACEUTICALS, INC. 5,679 7,994
    JOHNSON & JOHNSON 179,895 250,240
    KEYSIGHT TECHNOLOGIESINC. 19,695 31,191
    KODIAK SCIENCES INC 3,399 2,418
    KOHL'S CORP. 21,122 48,331
    LAM RESEARCH CORPORATION 43,298 212,128
    LAS VEGAS SANDS CORP. 7,275 9,748
    LEAR CORPORATION 133,615 200,696
    LIBERTY BROADBAND CLASS A 80,036 202,645
    LIBERTY MEDIA GROUP - LIBERTY FORMULA ONE 90,719 219,548
    LIBERTY SIRIUS GROUP - CLASS C 154,979 229,816
    LIFESTANCEHEALTH GROUP INC 3,180 3,201
    LINDE AG 45,723 54,640
    LYFT INC - A 36,495 39,070
    MANULIFE FINANCIALCORPORATION 13,803 18,873
    MARTIN MARIETTAMATERIALS, INC. 41,020 62,270
    MASTERCRAFT BOAT HOLDINGS INC 11,149 10,332
    MATCH GROUP INC. 22,861 25,800
    MCKESSON HBOC INC. 104,764 158,538
    MEDICAL PROPERTIESTRUST INC. 58,162 56,963
    MEDIFAST, INC. 7,858 12,451
    MEDTRONIC, PLC 48,751 73,485
    MERCK & CO. INC. 16,563 22,398
    MERCURY GENERAL CORPORATION 2,702 4,287
    METHODE ELECTRONICS, INC. 7,505 10,777
    MICHELIN CGDE UNSPON ADR 17,944 28,093
    MICROCHIPTECHNOLOGY INC. 14,822 30,697
    MICRON TECHNOLOGY, INC. 39,034 76,822
    MICROSOFTCORP. 55,835 451,861
    MIRATI THERAPEUTICS INC 1,534 3,877
    MMC NORILSK NICKEL PJSC - ADR 21,199 26,084
    MODERNAINC 4,260 6,109
    MONGODB, INC. 25,064 33,983
    MUENCHENER RUECKVERSICHERUNGS- GESELLSCHAFT AG ( MUNICHRE) - UNSPONSORED ADR 21,484 29,012
    MYOVANT SCIENCES LTD 2,097 5,670
    NAUTILUS MINERALS, INC. 21,453 364
    NEOGENOMICS INC 3,718 4,110
    NESTLE SA- SPONSADR FOR REG 22,339 35,925
    NETAPP, INC. 172,277 245,869
    NEUROCRINEBIOSCIENCES, INC. 29,830 37,468
    NEW RELIC INC 17,965 15,537
    NIPPON TELEGRAPH& TELEPHONE - ADR 28,322 36,277
    NN GROUP N. V. - UNSPONSORED ADR 33,605 39,616
    NORTHROP GRUMMAN CORPORATION 137,951 234,412
    NOVARTIS AG - ADR 43,977 54,470
    NOVO NORDISK A/ S- SPONS ADR 5,016 9,550
    NU SKIN ENTERPRISES, INC. 8,973 12,293
    NVIDIA CORPORATION 11,429 71,209
    NXP SEMICONDUCTORS NV 16,111 38,881
    OLEMA PHARMACEUTICALS INC 3,992 3,022
    ONEWATERMARINEINC - CLASS A 4,272 3,741
    ORACLE CORPORATION 102,577 199,660
    OTIS WORLDWIDE CORP 43,959 51,760
    PAYCOM SOFTWAREINC. 41,232 36,710
    PERFICIENT INC. 7,244 13,028
    PERSIMMON PLC - UNSPONS ADR 32,448 38,829
    PGT, INC. 5,529 7,387
    PHATHOM PHARMACEUTICALS INC. 3,817 3,351
    POWER CORPORATIONOF CANADA 31,220 29,897
    PRAXIS PRECISION MEDICINES 6,144 4,022
    PRESTIGE CONSUMERHEALTHCAREINC. 9,853 13,077
    PRIVIA HEALTH GROUP INC 2,360 2,130
    PROGRESSIVE CORPORATION 21,008 27,204
    PTC THERAPEUTICS INC. 5,348 4,227
    QUEST DIAGNOSTICS INCORPORATED 4,188 4,487
    RALPH LAUREN CORPORATION 30,177 35,107
    REGENERONPHARMACEUTICALS 159,546 251,902
    REINSURANCE GROUP OF AMERICA, INC. 88,142 101,346
    RHYTHM PHARMACEUTICALS, INC. 4,988 3,603
    RINGCENTRAL INC - CLASS A 9,525 10,751
    ROCHE HOLDING AG - SPONS ADR 42,371 60,335
    ROCKET PHARMACEUTICALS INC 3,161 2,303
    ROYALTY PHARMACEUTICALS PLC - CI A 5,811 5,411
    SABRE CORPORATION 29,698 24,099
    SAGE THERAPEUTICS, INC. 2,579 2,897
    SANOFI- AVENTIS - ADR 40,051 49,974
    SAREPTA THERAPEUTICS, INC. 14,637 11,272
    SCIPLAY CORP - CLASS A 4,413 5,966
    SELECT MEDICAL HOLDINGS 7,167 12,382
    SERES THERAPEUTICS, INC. 5,315 4,317
    SHIFT4 PAYMENTS INC 18,144 19,962
    SIEMENS AG- SPONSADR 25,315 35,758
    SIERRA BANCORP 3,340 4,810
    SILK ROAD MEDICAL INC. 2,782 3,015
    SKYWORKS SOLUTIONS, INC. 91,106 200,571
    SMARTSHEET INC A 20,148 24,806
    SMURFIT KAPPA GROUP PLC - ADR 23,311 43,610
    SOFTBANK - UNSPONSORED ADR 43,931 44,265
    SOLAREDGE TECHNOLOGIES, INC. 17,865 19,622
    SONIC HEALTHCARESPONSORED ADR 15,842 31,918
    SOTERA HEALTH CO 3,006 2,665
    SQUARE INC - A 21,003 22,186
    STANDARD MOTOR PRODUCTS, INC. 3,991 4,032
    STERIS PIC 2,986 6,808
    STRYKER CORPORATION 7,325 8,831
    SUPER MICRO COMPUTER, INC. 9,395 9,182
    SVENSKA HANDELSBANKEN - UNSPON ADR 36,254 38,293
    TAKEDA PHARMACEUTICAL CO LTD- SPN ADR 5,555 4,914
    TANDEM DIABETESCARE INC 4,089 4,383
    TE CONNECTIVITY LIMITED 45,047 73,013
    TELEFLEX INC. 7,738 8,438
    TELETECH HOLDINGS, INC. 4,170 11,443
    TERADYNE INC. 16,944 25,988
    THE COOPER COMPANIES, INC. 3,792 8,322
    THE TRADE DESK, INC. - CLASS A 23,245 25,993
    THERMO FISHER SCIENTIFIC INC. 5,942 18,161
    TOKIO MARINE HOLDING INC ADR 19,637 16,732
    TOTAL SA - SPONS ADR 41,618 41,187
    TOYOTA MOTOR CORPORATION - SPON ADR 35,122 46,333
    TRANE TECHNOLOGIESPLC 62,523 169,961
    TRAVERE THERAPEUTICSINC 3,301 2,261
    TREEHOUSE FOODS, INC. 3,326 3,784
    TWILIO INC - A 16,618 37,445
    UBS GROUP AG 11,304 15,831
    UNILEVER PLC - SPONSOREDADR 28,378 34,983
    UNITED OVERSEAS BANK LTD - SP ADR 28,612 36,796
    UNITED PARCEL SERVICE CLASS B 28,569 63,431
    UNITEDHEALTH GROUP INC. 19,663 31,635
    UNITED RENTALS, INC. 72,614 75,286
    UPM- KYMMENEOYJ - UNSPON ADR 17,514 26,223
    VALE SA ( ADR) 19,797 39,598
    VERIZON COMMUNICATIONS 26,013 25,045
    VERTEX PHARMACEUTICALSINC. 15,894 17,340
    VISA INC - CLASS A SHARES 76,305 153,854
    WALMART INC 69,746 132,418
    WASHINGTON FEDERAL, INC. 4,559 4,735
    WATERSTONEFINANCIAL INC 9,958 10,105
    WESTERN DIGITAL CORPORATION 71,990 143,692
    WEX INC. 19,820 19,972
    WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY 80,548 90,168
    WORKDAY INC. - CLASS A 29,391 31,991
    ZENDESK, INC. 29,062 28,435
    ZOOMINFO TECHNOLOGIESCLASS A 27,039 29,215
    ZOOM VIDEO COMMUNICATIONS- CLASS A 14,581 15,481
    ZUMIEZ INC. 1,924 4,213
    ZURICH INSURANCEGROUP AG - ADR 25,055 36,990

    TY 2020 InvestmentsOtherSchedule2
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MICHIGAN ELAB CAPITAL PARTNERS, L.P. AT COST 382,699 400,168
    NANTUCKET INSTITUTIONAL FUND (CAYMAN) SPC, L.P. AT COST 1,000,000 1,433,613
    OCH-ZIFF PRIVATE INVESTORS OFFSHORE LTD., CLASS E AT COST 505,000 562,577
    ROCKEFELLER OPPORTUNISTIC CREDIT FUND, LLC AT COST 20,944 20,944
    ROCKEFELLER INTERNATIONAL EQUITY FUND II (QP), L.P. AT COST 1,500,777 2,130,825
    ROCKEFELLER GLOBAL EQUITY FUND II, L.P. AT COST 620,082 921,702
    ROCKET GLOBAL INNOVATION FUND (OFFSHORE) L.P AT COST 244,223 206,527
    MIURA GLOBAL FUND, LTD. AT COST 505,000 548,357
    THIRD POINT OFFSHORE FUND, LTD. AT COST 510,000 642,641
    OPFUND HOLDINGS, LLC AT COST 17,816 25,200
    CLAREANT EUROPEAN STRATEGIC CREDIT FUND (OFFSHORE), L.P. AT COST 552,661 360,415
    OPFUND HOLDINGS #2, LLC AT COST 203,190 163,637
    SILVERCREST SPECIAL SITUATIONS SPV LLC AT COST 98 0
    ISHARES CORE US AGGREGATE BOND ETF AT COST 46,680 50,976
    GOLDMAN SACHS HIGH YIELD FUND AT COST 35,036 29,295
    DFA US LARGE CAP VALUE FUND AT COST 16,046 36,190
    DFA US SMALL CAP VALUE FUND AT COST 14,811 32,891
    PGIM GLOBAL REAL ESTATE FUND AT COST 32,353 37,760
    ISHARES MSCI EAFE ETF AT COST 56,974 64,051
    ISHARES NORTH AMERICA NATL RES. ETF AT COST 7,832 7,181
    ISHARES RUSSELL 1000 ETF AT COST 78,724 192,212
    VANGUARD FTSE EMERGING MARKETS ETF AT COST 17,862 24,494
    VANGUARD MID CAP ETF AT COST 21,167 50,556
    VANGUARD SMALL CAP GROWTH ETF AT COST 7,430 29,559
    AMERICAN FUNDS GROWTH FD. OF AMERICA AT COST 14,052 29,993

    TY 2020 LegalFeesSchedule
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CLARK HILL PC 7,235 0   7,235


    TY 2020 OtherAssetsSchedule
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY SALES RECEIVABLE 6,769 50,015 50,015


    TY 2020 OtherExpensesSchedule
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODY & BANK FEES 5,583 5,583   0
    PORTFOLIO DED. FROM INV. PARTNERSHIP 51,564 51,092   0
    D & O INSURANCE 26,496 5,299   21,197
    MISCELLANEOUS 90 90   0


    TY 2020 OtherIncomeSchedule2
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER PARTNERSHIP INCOME/ (LOSS) 0 -5,968 0
    OTHER NET PARTNERSHIP INCOME -5,372   -5,372
    TAX-EXEMPT INCOME 31   31


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY PURCHASES PAYABLE 7,059 26,094
    LINE OF CREDIT PAYABLE 150,000 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROCKEFELLER CAPITAL MANAGEMENT LLC 20,675 20,675   0
    SEIZERT CAPITAL PARTNERS 26,963 26,963   0
    TMW ENTERPRISES INC. 180,000 36,000   144,000
    ABG PORTFOLIO STRATEGIES 4,713 4,713   0
    SCHAFER CULLEN CAPITAL MANAGEMENT 4,339 4,339   0
    JPMORGAN CHASE BANK, N.A. 21,014 21,014   0
    JANUS CAPITAL MGT. 3,216 3,216   0


    TY 2020 TaxesSchedule
    Name:
    WHEELER FAMILY FOUNDATION INC
    EIN:
    38-3392912
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 20,741 20,739   0
    FEDERAL INCOME TAX 10,500 0   0