Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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)

(412) 256-8867
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,257,136J 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) 540,117
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,511 24,511  
4 Dividends and interest from securities... 129,633 129,633  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -59
b Gross sales price for all assets on line 6a 370,128
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
633 0  
12 Total. Add lines 1 through 11........ 694,835 154,144  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,995 6,599   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,081 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,880 2,064   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,877 1,620   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
List of Attached Documents:
// Content
228 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,061 10,283   0
25 Contributions, gifts, grants paid....... 214,500 214,500
26 Total expenses and disbursements. Add lines 24 and 25 258,561 10,283   214,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 436,274
b Net investment income (if negative, enter -0-) 143,861
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 59,057 69,909 69,909
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 97,684 Click to see attachment
List of Attached Documents:
// Content
73,258 		72,602
b Investments—corporate stock (attach schedule)....... 2,636,444 Click to see attachment
List of Attached Documents:
// Content
2,609,224 		8,224,228
c Investments—corporate bonds (attach schedule)....... 851,463 Click to see attachment
List of Attached Documents:
// Content
956,272 		890,397
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,644,648 3,708,663 9,257,136
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,644,648 3,708,663
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 3,644,648 3,708,663
30 Total liabilities and net assets/fund balances (see instructions). 3,644,648 3,708,663
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
3,644,648
2
Enter amount from Part I, line 27a .....................
2
436,274
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,009
4
Add lines 1, 2, and 3 ..........................
4
4,081,931
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
373,268
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,708,663
Form 990-PF (2024)
Form 990-PF (2024)
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 100000.0 ALTRIA GROUP INC NOTE 3.800% P 2019-03-15 2024-02-14
b 50000.0 BLACKROCK INC NOTE 3.500% P 2019-01-08 2024-03-18
c 24999.93 GRAHAM TEX TAXABLE COMBINATION TAX 2022-TAXABLE P 2022-03-18 2024-08-15
d 85.0 ICON PLC SHS P 2016-10-25 2024-12-12
e 100000.0 OLD REP INTL CORP SR GLBL NT 24 P 2022-11-08 2024-10-01
20.0 PACKAGING CORP OF AMERICA P 2010-01-20 2024-11-21
83.0 PFIZER INC COM P 2020-09-09 2024-12-12
85.0 PFIZER INC COM P 2020-05-11 2024-12-12
232.0 PFIZER INC COM P 2020-04-15 2024-12-12
365.0 PFIZER INC COM P 2016-06-07 2024-12-12
408.0 PFIZER INC COM P 2014-01-02 2024-12-12
1332.0 PFIZER INC COM P 2023-05-16 2024-12-12
28.0 ROSS STORES INC COM P 2015-08-04 2024-11-21
184.0 VF CORPORATION P 2022-09-22 2024-02-12
98.0 WALGREENS BOOTS ALLIANCE INCCOM P 2020-04-15 2024-03-19
CAPITAL GAINS DIVIDENDS P    
(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 100,000   100,000 0
b 50,000   50,000 0
c 25,000   25,101 -101
d 17,670   7,068 10,602
e 100,000   100,000 0
4,895   464 4,431
2,098   2,872 -774
2,149   3,027 -878
5,865   7,878 -2,013
9,227   12,144 -2,917
10,314   11,860 -1,546
33,673   37,243 -3,570
3,966   1,496 2,470
3,212   6,725 -3,513
2,010   4,309 -2,299
49     49
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       0
b       0
c       -101
d       10,602
e       0
      4,431
      -774
      -878
      -2,013
      -2,917
      -1,546
      -3,570
      2,470
      -3,513
      -2,299
      49
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 -59
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
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 right arrow 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) 1 2,000
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,000
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 2,000
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowALLISON DAVIES Telephone no.right arrow (412) 256-8867

Located atright arrowPO BOX 466SOMERSETPA ZIP+4right arrow15501
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
JOAN M WHEELER CHAIRMAN-BOD & FOUNDATION
0.50 		0 0 0
198 PINNACLE CIRCLE
SOMERSET,PA15501
HAROLD W WHEELER III DIRECTOR
0.00 		0 0 0
1908 HARBOURSIDE DRIVE UNIT 402
LONGBOAT KEY,FL34228
SOMERSET TRUST COMPANY TRUSTEE
5.00 		32,995 0 0
131 NORTH CENTER AVE PO BOX 1330
SOMERSET,PA15501
ALLISON SCHLAEGLE DIRECTOR
1.00 		0 0 0
713 EDGEWOOD AVE
PITTSBURGH,PA15215
COLBY KAUFMAN DIRECTOR
0.00 		0 0 0
103 MARKETPLACE AVE
CORAOPOLIS,PA15108
CHRISTOPHER WHEELER DIRECTOR
0.00 		0 0 0
218 PINNACLE CIRCLE
SOMERSET,PA15501
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
8,179,182
b
Average of monthly cash balances.......................
1b
167,834
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,347,016
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
8,347,016
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
125,205
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,221,811
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
411,091
Part X
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 IX, line 6..................
1
411,091
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,000
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,000
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
409,091
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
409,091
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 XII, line 1 ...
7
409,091
Part XI
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
214,500
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
214,500
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 409,091
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 215,578
b From 2020...... 197,561
c From 2021...... 22,626
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 435,765
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 214,500
a Applied to 2023, 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 2024 distributable amount..... 214,500
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 194,591 194,591
(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 5 241,174
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		20,987
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		220,187
10 Analysis of line 9:
a Excess from 2020.... 197,561
b Excess from 2021.... 22,626
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow 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:
ALLISON DAVIES
PO BOX 466
SOMERSET,PA15501
(412) 256-8867
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

CAMP PARC

PO BOX 404
DAVIDSVILLE,PA15928 		N/A PC RESTRICTED CONTRIBUTION FOR THE RISCH PAVILLION PROJECT 10,000

CHILDREN'S HOSPITAL OF PITTSBURGH

4401 PENN AVE
PITTSBURGH,PA15224 		N/A PC RESTRICTED CONTRIBUTION FOR THE WHOLE CHILD WELLNESS CENTER 10,000

CHILDREN'S HOSPITAL OF PITTSBURGH

4401 PENN AVE
PITTSBURGH,PA15224 		N/A PC RESTRICTED CONTRIBUTION FOR NEURONCOLOGY 10,000

COMMUNITY FOUNDATION FOR THE ALLEGHENIES

216 FRANKLIN ST SUITE 400
JOHNSTOWN,PA15901 		N/A PC RESTRICTED CONTRIBUTION FOR THE TRANSITIONAL HOUSING PROJECT 10,000

HISTORICAL & GENEALOGICAL SOCIETY

10649 SOMERSET PIKE
SOMERSET,PA15501 		N/A PC RESTRICTED CONTRIBUTION FOR SUPPORT OF YEAR-ROUND EDUCATIONAL PROGRAMMING 2,500

LAUREL ARTS

214 SOUTH HARRISON AVE
SOMERSET,PA15501 		N/A PC RESTRICTED CONTRIBUTION FOR A NEW KILN FOR CLAY STUDIO 2,000

LEUKEMIA & LYMPHOMA SOCIETY

333 E CARSON ST 441E
PITTSBURGH,PA15219 		N/A PC RESTRICTED CONTRIBUTION FOR THE DARE TO DREAM PROJECT FOR PEDIATRIC BLOOD CANCER RESEARCH AND CARE 10,000

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 15,000

OUTDOOR ODYSSEY AT ROARING RUN

450 BOY SCOUT RD
BOSWELL,PA15531 		N/A PC UNRESTRICTED CONTRIBUTION 5,000

RONALD MCDONALD HOUSE CHARITIES OF PITTSBURGH

451 44TH ST-PENTHOUSE FL
PITTSBURGH,PA15201 		N/A PC UNRESTRICTED CONTRIBUTION 15,000

SALVATION ARMY

PO BOX 446
SOMERSET,PA15501 		N/A PC RESTRICTED ONLY FOR SOMERSET COUNTY, PA 10,000

SHRINERS HOSPITAL FOR CHILDREN

1645 W 8TH ST
ERIE,PA16505 		N/A PC UNRESTRICTED CONTRIBUTION 5,000

SOMERSET COUNTY 4-H DEVELOPMENT FUND INC

6024 GLADES PIKE SUITE 101
SOMERSET,PA15501 		N/A PC UNRESTRICTED CONTRIBUTION 5,000

SOMERSET FOOD PANTRY

416 W FAIRVIEW ST
SOMERSET,PA15501 		N/A PC UNRESTRICTED CONTRIBUTION 50,000

SOMERSET VOLUNTEER FIRE DEPT

340 WEST UNION ST
SOMERSET,PA15501 		N/A PC UNRESTRICTED CONTRIBUTION 5,000
Total .................................right arrow 3a 214,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 24,511  
4 Dividends and interest from securities ....     14 129,633  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 633  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -59  
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) .. 0 154,718 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
154,718
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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 ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE WHEELER FAMILY CHARITABLE FOUNDATION
  		Employer identification number
23-2938580
Part I
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

$ 440,117


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JOAN WHEELER
198 PINNACLE CIRCLE
 
PITTSBURGH, PA15501

$ 100,000


(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.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 249 SHARES OF COSTCO WHSL CORP $ 237,802 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 240 SHARES OF JP MORGAN CHASE & CO $ 55,908 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 144 SHARES OF MICROSOFT CORP $ 62,940 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 367 SHARES OF PACKAGING CORP OF AMERICA $ 83,467 2024-12-20
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 (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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 6,880 2,064   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE WHEELER FAMILY CHARITABLE FOUNDATION
EIN:
23-2938580
Name of Bond End of Year Book Value End of Year Fair Market Value
CIGNA CORPORATION 3.250% 49,984 49,796
FED TOTAL RETURN SER #328 100,000 96,691
FEDERATED BOND FUND #655 FDBIX 110,000 108,810
FEDERATED TOTAL RETURN #108 ULTRA SHORT BD FD 65,000 65,000
GILEAD SCIENCES INC 3.50% 100,005 99,865
INVESCO OPPEN SR FLOATING OOSYXY 68,138 66,291
LEHMAN BROS HOLDINGS ESCROW 6.00% 52,986 0
PPG INDS INC NOTE 3.750% 99,489 96,590
REALTY INCOME CORP NOTE 4.125% 100,670 99,045
ROYAL BK CDA SUSTAINABL FR 5.5% 20,000 19,522
VANGUARD SHORT-TERM INVEST GRADE ADM 190,000 188,787

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WHEELER FAMILY CHARITABLE FOUNDATION
EIN:
23-2938580
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 35,333 44,678
ACCENTURE PLC 117,995 260,676
AFLAC INC 13,910 40,135
AGREE REALTY CORP 2,192 2,466
AIR PRODUCTS & CHEMICALS INC 24,351 31,904
AMERICAN TOWER CORP 8,484 5,869
AMGEN INC COM 84,652 120,155
ANALOG DEVICES INC COM 17,896 36,331
APPLE INC. 176,966 1,595,676
AT&T INC COM 7,199 10,064
AUTOMATIC DATA PROCESSING INCOM 29,702 59,717
BELLRING BRANDS INC COMMON STOCK 725 2,260
BERKLEY W R CORP COM 2,302 3,687
BLACKROCK INC COM 20,194 45,105
BOOZ ALLEN HAMILTON 11,375 39,768
BROOKFIELD RENEWABLE CORP CL A SUB VTG 2,619 1,715
BROWN & BROWN INC COM 2,240 4,795
BURLINGTON STORES INC COM 2,053 2,280
CAPITAL ONE FINANCIAL CORP 2,183 6,598
CBOE GLOBAL MARKETS INC 2,236 4,494
CENTENE CORP DEL COM 43,839 100,563
CHECK POINT SOFTWARE TECH LTD 8,381 23,151
CHEMED CORP NEW COM 9,086 9,536
CHEVRONTEXACO CORP COM 8,584 14,919
CHEWY INC CL A 5,812 6,698
CHUBB LIMITED COM 21,855 48,076
CHURCH & DWIGHT INC 1,907 23,874
CIGNA CORP NEW COM 4,280 6,351
CISCO SYS INC COM 102,637 203,056
CITIGROUP INC COM NEW 6,232 9,221
COLGATE PALMOLIVE CO COM 16,973 21,727
COMCAST CORP NEW CL A 15,994 15,688
COSTCO WHSL CORP NEW COM 103,029 682,621
DELTA AIR LINES INC DEL COM NEW 6,800 17,122
EASTGROUP PROPERTIES INC. 6,252 23,592
EMERSON ELEC CO COM 9,132 21,440
EVERSOURCE ENERGY COM 24,533 17,172
FACTSET RESEARCH SYSTEMS INC 23,042 39,863
FIDELITY EXTENDED MARKET INDEX FUND 10,000 14,191
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 167,639 522,816
GALLAGHER ARTHUR J & CO COM 7,279 53,364
GENERAL DYNAMICS 13,589 26,349
GILEAD SCIENCES INC 6,386 8,036
GRACO INC 3,942 27,563
GUIDEWIRE SOFTWARE INC COM 3,105 5,732
GXO LOGISTICS INCORPORATED COMMON STOCK 2,330 1,131
HERSHEY FOODS CORP COM 36,120 26,757
HOME DEPOT INC COM 52,706 207,721
HUBBELL INC COM 12,178 49,848
ICON PLC SHS 6,652 16,777
ILLINOIS TOOL WORKS INC COM 51,212 124,498
INGREDION INC COM 10,151 20,496
INVESCO EXCHNG TRADED FD TR S&P EQL ENR 15,934 18,861
INVESCO EXCHNG TRADED FD TR S&P SMLCP HELT 9,693 35,609
INVESCO EXCHNG TRADED FD TR S&P SMLCP INFO 14,217 46,823
INVESCO EXCHNG TRADED FD TR S&P SMLCP MATL 7,510 15,257
ISHARES CORE S&P MID-CAP ETF 15,756 47,667
ISHARES CORE S&P SMALL-CAP ETF 15,852 42,401
ISHARES TR HDG MSCI JAPAN 17,307 20,841
JOHNSON AND JOHNSON 132,348 150,260
JPMORGAN CHASE & CO COM 99,221 418,773
KEYSIGHT TECHNOLOGIES INC COM 3,052 4,819
L3HARRIS TECHNOLOGIES INC COM 32,845 37,220
LAMB WESTON HLDGS INC COM 2,208 2,540
LIBERTY GLOBAL PLC 1,398 1,531
LINDE PLC COM 21,838 48,566
LOWES COS INC COM 28,973 96,746
MANHATTAN ASSOCS INC COM 2,648 34,320
MCDONALDS CORP COM 17,649 31,888
MEDTRONIC PLC 47,969 47,928
METLIFE INC 10,686 25,710
MGM RESORTS INTERNATIONAL COM 6,901 8,212
MICROSOFT CORP COM 139,317 1,232,466
NEOGEN CORP COM 3,747 2,586
NEXTERA ENERGY INC COM 65,888 107,535
NIKE INC CL B 17,324 14,756
NORFOLK SOUTHERN CORP COM 17,415 24,409
NUTRIEN LTD 9,735 12,306
PACKAGING CORP OF AMERICA 28,198 137,554
PARAMOUNT GLOBAL CL B 8,507 5,063
PAYCHEX INC COM 24,256 47,254
PENTAIR PLC 2,908 9,158
PEPSICO INC COM 27,430 31,476
PHILLIPS 66 COM 9,892 18,685
POST HLDGS INC COM 1,521 2,862
PROCTER & GAMBLE CO COM 27,184 38,392
QUEST DIAGNOSTICS INC 48,008 95,494
RBC BEARINGS INC COM 2,784 3,590
REGENCY CTRS CORP COM 8,364 15,156
RLI CORP COM 2,261 4,450
ROSS STORES INC COM 72,547 182,583
RPM INTERNATIONAL INC 2,221 2,953
RTX CORPORATION 60,264 126,829
SMITH A O COM 4,206 18,417
STAG INDL INC COM 3,044 3,179
SUN CMNTYS INC COM 2,171 2,090
TARGET CORP COM 18,512 23,521
TESLA INC COM 16,194 37,961
TYLER TECHNOLOGIES INC COM 2,305 4,036
U-HAUL HOLDING COMPANY 671 2,211
U-HAUL HOLDING COMPANY B 6,534 18,446
UNITEDHEALTH GROUP INC COM 10,922 18,717
US BANCORP DEL COM NEW 7,644 10,714
VAIL RESORTS, INC 2,240 2,437
VERIZON COMMUNICATIONS INC COM 22,894 22,754
WAL MART INC COM 28,557 63,697
WASTE CONNECTIONS INC COM 2,501 4,461
WEC ENERGY GROUP INC 27,948 28,870
WHIRLPOOL CORP 1,578 1,832
SUNRISE COMMUNICATIONS AG ADS CL A 1,263 1,034

TY 2024 InvestmentsGovtObligationsSch
Name:
THE WHEELER FAMILY CHARITABLE FOUNDATION
EIN:
23-2938580
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


73,258
State & Local Government Securities - End of Year Fair Market Value:


72,602


TY 2024 LegalFeesSchedule
Name:
THE WHEELER FAMILY CHARITABLE FOUNDATION
EIN:
23-2938580
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,081 0   0


TY 2024 OtherDecreasesSchedule
Name:
THE WHEELER FAMILY CHARITABLE FOUNDATION
EIN:
23-2938580
Description Amount
DIFFERENCE BETWEEN MARKET VALUE AND BASIS OF DONATED STOCK 373,231
ACTIVITY IN PRIOR YR ADJ AND ROUNDING 37


TY 2024 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
ADVERTISING 108 0   0
POSTAL BOX FEE 120 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE WHEELER FAMILY CHARITABLE FOUNDATION
EIN:
23-2938580
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONDIVIDEND DISTRIBUTIONS 633 0 633


TY 2024 OtherIncreasesSchedule
Name:
THE WHEELER FAMILY CHARITABLE FOUNDATION
EIN:
23-2938580
Description Amount
DIFFERENCE IN MARKET VALUE BETWEEN DONATION DATE AND POSTING DATE 1,009


TY 2024 TaxesSchedule
Name:
THE WHEELER FAMILY CHARITABLE FOUNDATION
EIN:
23-2938580
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,620 1,620   0
ESTIMATED TAXES PAID 257 0   0