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
WHEELER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)900 WASHINGTON STREET SUITE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VANCOUVER, WA98660
A Employer identification number

93-0553801
B Telephone number (see instructions)

(360) 693-7442
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$17,980,716J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 439,223 439,223  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 511,013
b Gross sales price for all assets on line 6a 942,280
7 Capital gain net income (from Part IV, line 2)... 511,013
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 950,236 950,236  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,438 1,079 0 360
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
106,222 79,667   26,555
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,161 8,797   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 125,821 89,543 0 26,915
25 Contributions, gifts, grants paid....... 934,283 934,283
26 Total expenses and disbursements. Add lines 24 and 25 1,060,104 89,543 0 961,198
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -109,868
b Net investment income (if negative, enter -0-) 860,693
c Adjusted net income (if negative, enter -0-)... 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......... 128,026 447,398 447,398
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 12,421,748 Click to see attachment
List of Attached Documents:
// Content
11,990,429 		17,533,318
c Investments—corporate bonds (attach schedule).......      
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)..........     0
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) 12,549,774 12,437,827 17,980,716
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
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...........    
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........ 12,549,774 12,437,827
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)..... 12,549,774 12,437,827
30 Total liabilities and net assets/fund balances (see instructions). 12,549,774 12,437,827
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
12,549,774
2
Enter amount from Part I, line 27a .....................
2
-109,868
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,439,906
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,079
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,437,827
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 386. DTE ENERGY CO   2021-09-15 2024-03-25
b 306. DIGITAL RLTY TR INC   2021-09-15 2024-03-25
c 868. TRUIST FINANCIAL CORPORATION   2015-05-15 2024-03-25
d 621. UNILEVER PLC SPON ADR NEW   2021-09-15 2024-03-25
e 764. VERIZON COMMUNICATIONS INC   2021-09-15 2024-03-25
1186.076 BLACKROCK STRATEGIC INCOME OPPORTUNITIES FUND   2023-12-15 2024-07-02
273.399 DFA US CORE EQUITY 1   2015-03-26 2024-07-02
142.275 DFA US SMALL CAP PORTFOLIO INSTL   2017-09-19 2024-07-02
833.784 JPMORGAN CORE BOND R6   2023-12-18 2024-07-02
245.917 PIMCO INTERNATIONAL BOND FUND USD HDG INSTL   2022-12-07 2024-07-02
295.496 PRIMECAP ODYSSEY GROWTH   2017-09-19 2024-07-02
889.369 VANGUARD TOTAL BOND MARKET INDEX ADM   2022-12-09 2024-07-02
390.618 VANGUARD SHORT TERM INVESTMENT GRADE FUND   2023-12-15 2024-07-02
40.254 VANGUARD MID-CAP INDEX ADMIRAL SHS   2020-04-14 2024-07-02
925.126 VANGUARD MID-CAP INDEX ADMIRAL SHS   2020-04-14 2024-09-25
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 41,769   45,162 -3,393
b 42,114   47,868 -5,754
c 32,563   33,510 -947
d 30,822   34,162 -3,340
e 31,121   41,730 -10,609
11,090   11,137 -47
11,089   4,943 6,146
6,374   4,953 1,421
8,405   8,571 -166
2,405   2,344 61
11,681   10,014 1,667
8,405   8,574 -169
3,980   3,980  
12,032   7,269 4,763
300,000   167,050 132,950
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
      388,430
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       -3,393
b       -5,754
c       -947
d       -3,340
e       -10,609
      -47
      6,146
      1,421
      -166
      61
      1,667
      -169
       
      4,763
      132,950
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 511,013
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 11,964
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 11,964
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 11,964
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,110
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,854
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,964
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  
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 arrow0 Refundedright arrow 11 0
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowOR
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 arrow  
14
The books are in care ofright arrowRIVERVIEW TRUST COMPANY Telephone no.right arrow (360) 693-7442

Located atright arrow900 WASHINGTON ST STE 900VANCOUVERWA ZIP+4right arrow98660
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)
Yes
 
(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
 
No
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
JOHN C WHEELER DIRECTOR
0 		0    
900 WASHINGTON ST SUITE 900
VANCOUVER,WA98660
CHARLES B WHEELER DIRECTOR
0 		0    
900 WASHINGTON ST SUITE 900
VANCOUVER,WA98660
THOMAS K WHEELER DIRECTOR
0 		0    
900 WASHINGTON ST SUITE 900
VANCOUVER,WA98660
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
RIVERVIEW TRUST COMPANY AGENT FOR FOUNDATION 106,222
900 WASHINGTON ST SUITE 900
VANCOUVER,WA98660
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 arrow  
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
17,715,556
b
Average of monthly cash balances.......................
1b
159,264
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,874,820
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
17,874,820
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
268,122
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,606,698
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
880,335
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
880,335
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,964
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,964
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
868,371
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
868,371
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
868,371
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
961,198
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
961,198
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 7 868,371
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...... 37,741
b From 2020...... 88,080
c From 2021...... 0
d From 2022...... 34,684
e From 2023...... 31,182
f Total of lines 3a through e ........ 191,687
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 961,198
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..... 868,371
e Remaining amount distributed out of corpus 92,827
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 284,514
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) ... 		37,741
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		246,773
10 Analysis of line 9:
a Excess from 2020.... 88,080
b Excess from 2021.... 0
c Excess from 2022.... 34,684
d Excess from 2023.... 31,182
e Excess from 2024.... 92,827
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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:
WHEELER FOUNDATION
900 WASHINGTON ST SUITE 900
VANCOUVER,WA98660
(360) 693-7442
wheelerfoundation@riverviewbank.com
bThe form in which applications should be submitted and information and materials they should include:
LETTER STATING PURPOSE OF GRANT AND INCLUDE A COPY OF 501C(3) DETERMINATION LETTER
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CANNOT MAKE GRANTS TO INDIVIDUALS-GEOGRAPHIC AREA-OREGON
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

LIFEWORKS NORTHWEST

5415 SW WESTGATE DR
PORTLAND,OR97221 		NONE PC PROGRAM SUPPORT 8,000

NATURE CONSERVANCY OREGON

821 SE 14TH AVENUE
PORTLAND,OR97214 		NONE PC PROGRAM SUPPORT 20,000

GROTTO

PO BOX 20008
PORTLAND,OR972940008 		NONE PC PROGRAM SUPPORT 10,000

THE PEACEFUL PRESENCE PROJECT

PO BOX 1963
BEND,OR97709 		NONE PC PROGRAM SUPPORT 12,000

BRIAN GRANT FOUNDATION

650 NE HOLLADAY STSUITE 1600
PORTLAND,OR97232 		NONE PC PROGRAM SUPPORT 8,000

CLARK COUNTY VETERANS ASSISTANCE CENTER

1305 COLUMBIA ST
VANCOUVER,WA98660 		NONE PC PROGRAM SUPPORT 10,000

SUNSHINE DIVISION

687 N THOMPSON STREET
PORTLAND,OR97227 		NONE PC PROGRAM SUPPORT 10,000

COLUMBIA INSIGHT

PO BOX 1021
HOOD RIVER,OR97031 		NONE PC PROGRAM SUPPORT 5,000

GLIDE REVITALIZATION

PO BOX 479
GLIDE,OR97442 		NONE PC PROGRAM SUPPORT 5,283

VALE FOOD PANTRY & RESOURCE CENTER

222 YAKIMA STREET S
VALE,OR97918 		NONE PC PROGRAM SUPPORT 10,000

ALS NORTHWEST

825 NE MULTNOMAH ST SUITE 940
PORTLAND,OR97232 		NONE PC PROGRAM SUPPORT 12,500

URBAN GLEANERS

PO BOX 6344
PORTLAND,OR97228 		NONE PC PROGRAM SUPPORT 8,000

CHAMBER MUSIC NORTHWEST

S/B 1201 SW 12TH AVE STE 420
PORTLAND,OR972052031 		NONE PC PROGRAM SUPPORT 10,000

METROPOLITAN YOUTH SYMPHONY

4800 SW MACADAM STREET 105
PORTLAND,OR97202 		NONE PC PROGRAM SUPPORT 5,000

NW ASSOCIATION FOR BLIND ATHLETES

S/B PO BOX 61489
VANCOUVER,WA98660 		NONE PC PROGRAM SUPPORT 15,000

HOMEPLATE YOUTH SERVICES

PO BOX 1941
HILLSBORO,OR97123 		NONE PC PROGRAM SUPPORT 10,000

PATH HOME

6220 SE 92ND AVE
PORTLAND,OR97266 		NONE PC PROGRAM SUPPORT 10,000

MAURICE LUCAS FOUNDATION

PO BOX 1661
LAKE OSWEGO,OR97035 		NONE PC PROGRAM SUPPORT 10,000

THE PORTLAND PLAYHOUSE

602 NE PRESCOTT STREET
PORTLAND,OR97211 		NONE PC PROGRAM SUPPORT 7,500

CRYSTAL COVE CONSERVANCY

5 CRYSTAL COVE
NEWPORT COAST,CA92567 		NONE PC CHARITABLE PURPOSE OF THE 15,000

INCIGHT COMPANY

310 SW FOURTH AVE
PORTLAND,OR97204 		NONE PC CHARITABLE PURPOSE OF THE 12,000

PORTLAND COMMUNITY FOOTBALL CLUB

1631 NE BROADWAY ST 712
PORTLAND,OR97232 		NONE PC PROGRAM SUPPORT 5,000

OREGON REPERTORY SINGERS

PO BOX 820057
PORTLAND,OR97282 		NONE PC PROGRAM SUPPORT 5,000

BRADLEY ANGLE

5432 N ALBINA
PORTLAND,OR97217 		NONE PC CHARITABLE PURPOSE OF THE 13,000

YOUTH VILLAGES OREGON

5331 S MACADAM AVE SUITE 287
PORTLAND,OR97239 		NONE PC CHARITABLE PURPOSE OF THE 12,000

DENTAL LIFELINE NETWORK

PO BOX 690
WILSONVILLE,OR97070 		NONE PC CHARITABLE PURPOSE OF THE 5,000

ARIZONA STATE UNIVERSITY FOUNDATION
C/O CASH RECEIPTING
PO BOX 2260
TEMPE,AZ852802260 		NONE PC CHARITABLE PURPOSE OF THE 15,000

OREGON RECOVERS

1631 NE BROADWAY 103
PORTLAND,OR972321425 		NONE PC PROGRAM SUPPORT 12,000

YWCA OF CLARK COUNTY
ATTN TIA SHERRY CHIEF PHILANTHROPY OFCR
609 MAIN STREET
VANCOUVER,WA986632225 		NONE PC PROGRAM SUPPORT 10,000

SAN JUAN PRESERVATION TRUST

PO BOX 759
FRIDAY HARBOR,WA98250 		NONE PC CHARITABLE PURPOSE OF THE 15,000

FRIENDS OF THE SAN JUANS

PO BOX 1344
FRIDAY HARBOR,WA98250 		NONE PC CHARITABLE PURPOSE OF THE 12,000

JUNIOR ACHIEVEMENT

7830 SE FOSTER ROAD
PORTLAND,OR97206 		NONE PC CHARITABLE PURPOSE OF THE 12,000

OREGON HUMANE SOCIETY

1067 NE COLUMBIA BLVD
PORTLAND,OR97211 		NONE PC PROGRAM SUPPORT 12,000

PORTLAND YOUTH PHILHARMONIC

9320 SW BARBUR BLVD SUITE 140
PORTLAND,OR97219 		NONE PC PROGRAM SUPPORT 17,000

TRILLIUM FAMILY SERVICES

3415 SE POWELL BOULVEVARD
PORTLAND,OR97202 		NONE PC PROGRAM SUPPORT 15,000

TUCKER MAXON SCHOOL

2860 SE HOLGATE BLVD
PORTLAND,OR97202 		NONE PC PROGRAM SUPPORT 10,000

OREGON HISTORICAL SOCIETY

1200 SW PARK AVENUE
PORTLAND,OR97205 		NONE PC PROGRAM SUPPORT 35,000

VOLUNTEERS OF AMERICA OF OREGON INC

3910 SE STARK ST
PORTLAND,OR97214 		NONE PC PROGRAM SUPPORT 15,000

METROPOLITAN FAMILY SERVICES

1010 SE STARK STREET
PORTLAND,OR97214 		NONE PC CHARITABLE PURPOSE OF THE 10,000

OREGON MUSEUM OF SCIENCE AND INDUSTRY

1945 SE WATER AVENUE
PORTLAND,OR97214 		NONE PC PROGRAM SUPPORT 17,000

OREGON SYMPHONY ASSOCIATION

851 SW SIXTH AVE STE 385
PORTLAND,OR97204 		NONE PC CHARITABLE PURPOSE OF THE 5,000

JESUIT HIGH SCHOOL

9000 SW BEAVERTON HILLSDALE HWY
PORTLAND,OR97225 		NONE PC CHARITABLE PURPOSE OF THE 7,000

COMMUNITY ACTION ORGANIZATION

1001 SW BASELINE ST
HILLSBORO,OR97123 		NONE PC PROGRAM SUPPORT 10,000

IMPACT NW

PO BOX 33530
PORTLAND,OR97292 		NONE PC PROGRAM SUPPORT 15,000

PROVIDENCE ST VINCENT MED FOUNDATION

9205 SW BARNES ROADSTE 2111
PORTLAND,OR97225 		NONE PC PROGRAM SUPPORT 15,000

SOLVE

2000 SW 1ST AVE STE 400
PORTLAND,OR97201 		NONE PC PROGRAM SUPPORT 10,000

MEALS ON WHEELS PEOPLE
ATT CHIEF DEVELOPMENT OFFICER
7710 SW 31ST AVE
PORTLAND,OR97219 		NONE PC CHARITABLE PURPOSE OF THE 17,000

PORTLAND STATE UNIVERSITY FOUNDATION

PO BOX 243
PORTLAND,OR97207 		NONE PC CHARITABLE PURPOSE OF THE 20,000

FORA HEALTH INC

PO BOX 16040
PORTLAND,OR97292 		NONE PC PROGRAM SUPPORT 85,000

RAPHAEL HOUSE OF PORTLAND

4110 SE HAWTHORNE BLVD 503
PORTLAND,OR97214 		NONE PC PROGRAM SUPPORT 15,000

GLEANERS OF CLACKAMAS COUNTY INC

PO BOX 1660
OREGON CITY,OR97045 		NONE PC CHARITABLE PURPOSE OF THE 15,000

OREGON FOOD BANK

7900 NE 33RD DRIVE
PORTLAND,OR97211 		NONE PC PROGRAM SUPPORT 30,000

IMAGO THE THEATRE MASK ENSEMBLE

PO BOX 15182
PORTLAND,OR97293 		NONE PC CHARITABLE PURPOSE OF THE 3,500

OREGON COAST AQUARIUM

2820 SE FERRY SLIP RD
NEWPORT,OR97365 		NONE PC PROGRAM SUPPORT 15,000

CLACKAMAS WOMENS SERVICES

256 WARNER MILNE ROAD
OREGON CITY,OR97045 		NONE PC PROGRAM SUPPORT 12,000

LITERARY ARTS INC

925 SW WASHINGTON ST
PORTLAND,OR97205 		NONE PC PROGRAM SUPPORT 7,000

LIFT URBAN PORTLAND

735 SW 20TH PLACE SUITE 250
PORTLAND,OR97205 		NONE PC PROGRAM SUPPORT 5,000

CASA FOR CHILDREN

1401 NE 68TH AVE
PORTLAND,OR97213 		NONE PC PROGRAM SUPPORT 14,000

FRIENDS OF TREES

3117 NE MARTIN LUTHER KING JR BLVD
PORTLAND,OR97212 		NONE PC PROGRAM SUPPORT 11,000

MACDONALD CENTER DBA
MAYBELLE CTR FOR COMMUNITY
121 NW SIXTH AVENUE
PORTLAND,OR97209 		NONE PC PROGRAM SUPPORT 7,500

FRIENDS OF THE CHILDREN-PORTLAND

44 NE MORRIS STREET
PORTLAND,OR97212 		NONE PC PROGRAM SUPPORT 12,500

CASA OF CLACKAMAS COUNTY

421 HIGH STREET SUITE 108
OREGON CITY,OR97045 		NONE PC PROGRAM SUPPORT 10,000

COMMUNITY PARTNERS
FOR AFFORDABLE HOUSING
PO BOX 23206
TIGARD,OR97281 		NONE PC PROGRAM SUPPORT 6,000

KINSHIP HOUSE

1823 NE 8TH AVENUE
PORTLAND,OR972123907 		NONE PC PROGRAM SUPPORT 12,000

MT SCOTT LEARNING CENTER

6148 SE HOLGATE BOULEVARD
PORTLAND,OR97206 		NONE PC PROGRAM SUPPORT 5,000

LIBRARY FOUNDATION INC
SERVING THE PEOPLE OF MULTNOMAH COUNTY
620 SW FIFTH AVENUE
PORTLAND,OR97204 		NONE PC PROGRAM SUPPORT 15,000

COMMUNITY TRANSITIONAL SCHOOL

6601 NE KILLINGSWORTH
PORTLAND,OR97218 		NONE PC PROGRAM SUPPORT 10,000

DRESS FOR SUCCESS

1532 NE 37TH AVENUE SUITE B
PORTLAND,OR97232 		NONE PC PROGRAM SUPPORT 12,000

DE LA SALLE NORTH CATHOLIC HS

4300 NE KILLINGSWORTH STREET
PORTLAND,OR97218 		NONE PC PROGRAM SUPPORT 15,000

BIG BROTHERS BIG SISTERS
COLUMBIA NORTHWEST 6443 SW
BEAVERTON-HILL DALE HWY SUITE 900
PORTLAND,OR97213 		NONE PC PROGRAM SUPPORT 15,000

HOLLA

14153 SE STARK ST
PORTLAND,OR97233 		NONE PC PROGRAM SUPPORT 5,000

OREGON STATE UNIVERSITY FOUNDATION

4238 SW RESEARCH WAY
CORVALLIS,OR97333 		NONE PC CHARITABLE PURPOSE OF THE 15,000

PORTLAND YOUTHBUILDERS

4816 SE 92ND AVENUE
PORTLAND,OR97266 		NONE PC PROGRAM SUPPORT 7,500

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA92270 		NONE PC PROGRAM SUPPORT 15,000
Total .................................right arrow 3a 934,283
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 439,223  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 511,013  
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) ..   950,236  
13Total. Add line 12, columns (b), (d), and (e)..................
13
950,236
(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

TY 2024 AccountingFeesSchedule
Name:
WHEELER FOUNDATION
EIN:
93-0553801
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,438 1,079   360

TY 2024 InvestmentsCorpStockSchedule
Name:
WHEELER FOUNDATION
EIN:
93-0553801
Name of Stock End of Year Book Value End of Year Fair Market Value
MICHIGAN FIN AUTH REV TAXB    
CA STATE GO TAXABLE 30,545 31,292
VANGUARD ULTRA-SHORT-TERM BOND    
DOUBLELINE TOTAL RETURN BOND F    
METROPOLITAN WEST TOTAL RETURN    
ISHARES CORE US AGGREGATE BOND    
VANGUARD TOTAL INTERNATIONAL B    
ABBOTT LABORATORIES 53,911 124,647
ABBVIE INC 43,967 72,324
BLACKROCK INC 40,599 123,013
BRISTOL-MYERS SQUIBB COMPANY 48,878 44,513
BROADCOM INC 36,805 331,531
CAPITAL ONE FINANCIAL CORP 31,627 78,817
DEERE & CO 28,266 144,058
DIGITAL RLTY TR INC    
DTE ENERGY CO    
ILLINOIS TOOL WORKS INC 26,876 81,900
JOHNSON & JOHNSON 23,101 56,257
JPMORGAN CHASE & CO 25,688 147,901
KLA-TENCOR CORP COM 51,873 260,240
LOCKHEED MARTIN CORP COM 39,412 66,574
LOWE'S COMPANIES INC 22,303 120,932
MCDONALD'S CORP 41,470 49,861
PAYCHEX INC 43,753 129,423
PEPSICO INC 25,406 59,151
PROCTER & GAMBLE CO 30,863 61,863
PUBLIC SERVICE ENTERPRISE GROU 43,981 94,291
TRUIST FINANCIAL CORPORATION    
VERIZON COMMUNICATIONS INC    
ROYAL BANK OF CANADA 41,858 73,511
SEAGATE TECHNOLOGY HLDNGS PLC 70,837 101,587
UNILEVER PLC SPON ADR NEW    
DFA US CORE EQUITY 1 784,598 1,876,874
PRIMECAP ODYSSEY GROWTH 1,093,236 1,394,568
VANGUARD DIVIDEND GROWTH INV 219,934 503,402
VANGUARD INSTITUTIONAL INDEX F 609,652 950,150
VANGUARD S&P 500 ETF 270,292 598,079
VANGUARD MID-CAP INDEX ADMIRAL 895,300 1,620,684
DFA US SMALL CAP PORTFOLIO INS 599,857 1,001,370
ISHARES CORE MSCI EAFE ETF 1,207,277 1,552,064
INVESCO INTERNATIONAL SMALL-MI 337,398 357,477
AMERICAN FUNDS NEW WORLD FD CL 401,111 613,699
FIDELITY US BOND INDEX FUND    
VANGUARD TOTAL BOND MARKET IND 1,179,585 1,159,222
PIMCO INTERNATIONAL BOND FUND 330,476 344,250
VANGUARD SHORT TERM INVESTMENT 546,408 566,608
BLACKROCK STRATEGIC INCOME OPP 1,529,836 1,576,154
JPMORGAN CORE BOND R6 1,183,450 1,165,031

TY 2024 OtherDecreasesSchedule
Name:
WHEELER FOUNDATION
EIN:
93-0553801
Description Amount
COST BASIS ADJUSTMENT 2,079


TY 2024 OtherProfessionalFeesSchedule
Name:
WHEELER FOUNDATION
EIN:
93-0553801
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MNGMNT FEES 106,222 79,667   26,555


TY 2024 TaxesSchedule
Name:
WHEELER FOUNDATION
EIN:
93-0553801
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 833 833   0
OTHER TAXES (NOT SUBJECT TO $1 1,555 1,555   0
FEDERAL TAX PAYMENT - PRIOR YE 3,254 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,110 0   0
FOREIGN TAXES ON QUALIFIED FOR 6,133 6,133   0
FOREIGN TAXES ON NONQUALIFIED 276 276   0