John S Wheelan Fund 0614960

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,145
Expenses
$40,851
Net Income
-$26,706
Net Assets
$490,008
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,231
> 100%
Sales of Assets -$9,086
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,777
80.2%
Compensation of Officers* $11,865
29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $490,008
Total Liabilities $0
Net Assets $490,008
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $11,865 $0

Document Links

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,215
Expenses
$39,104
Net Income
-$12,889
Net Assets
$515,194
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,674
75.0%
Sales of Assets $6,541
25.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,735
78.6%
Compensation of Officers* $11,036
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $515,194
Total Liabilities $0
Net Assets $515,194
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $11,036 $0

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,433
Expenses
$41,690
Net Income
-$3,257
Net Assets
$530,800
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,395
58.3%
Sales of Assets $15,944
41.5%
Other Income $94
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,382
82.5%
Compensation of Officers* $10,318
24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $530,800
Total Liabilities $0
Net Assets $530,800
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $10,318 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,126
Expenses
$44,056
Net Income
-$19,930
Net Assets
$534,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,418
88.8%
Sales of Assets $2,708
11.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,639
78.6%
Compensation of Officers* $12,509
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $534,056
Total Liabilities $0
Net Assets $534,056
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $12,509 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,817
Expenses
$40,273
Net Income
$5,544
Net Assets
$554,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,553
29.6%
Sales of Assets $32,264
70.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,813
79.0%
Compensation of Officers* $11,596
28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $554,057
Total Liabilities $1
Net Assets $554,056
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $11,596 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,647
Expenses
$38,561
Net Income
$7,086
Net Assets
$548,604
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,383
35.9%
Sales of Assets $29,264
64.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,757
79.8%
Compensation of Officers* $10,835
28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $548,605
Total Liabilities $1
Net Assets $548,604
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $10,835 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,438
Expenses
$39,813
Net Income
$1,625
Net Assets
$541,537
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,420
42.0%
Sales of Assets $24,018
58.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,124
83.2%
Compensation of Officers* $10,532
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $541,537
Total Liabilities $0
Net Assets $541,537
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase (Trustee) $10,532 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,250
Expenses
$36,623
Net Income
$4,627
Net Assets
$539,935
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,808
40.7%
Sales of Assets $24,442
59.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,353
82.9%
Compensation of Officers* $8,516
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $539,935
Total Liabilities $0
Net Assets $539,935
Compensation
Key Employees and Officers Compensation Other
Jpmorgan Chase Bank Na (Trustee) $8,516 $0

Document Links

Fiscal Year Ending July
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,984
Expenses
$37,361
Net Income
-$22,377
Net Assets
$532,013
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,948
99.8%
Sales of Assets $0
Other Income $631
4.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,205
86.2%
Compensation of Officers* $8,048
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $532,013
Total Liabilities $0
Net Assets $532,013

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,919
Expenses
$38,661
Net Income
-$5,742
Net Assets
$554,388
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,839
54.2%
Sales of Assets $15,090
45.8%
Other Income -$10
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,248
78.2%
Compensation of Officers* $8,436
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $554,388
Total Liabilities $0
Net Assets $554,388

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,583
Expenses
$35,973
Net Income
-$390
Net Assets
$560,135
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,796
44.4%
Sales of Assets $19,367
54.4%
Other Income $420
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,518
76.5%
Compensation of Officers* $8,369
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $560,135
Total Liabilities $0
Net Assets $560,135

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,292
Expenses
$30,175
Net Income
-$1,883
Net Assets
$560,023
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,521
51.3%
Sales of Assets $13,771
48.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,808
75.6%
Compensation of Officers* $7,976
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $560,023
Total Liabilities $0
Net Assets $560,023

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,382
Expenses
$25,651
Net Income
-$15,269
Net Assets
$561,906
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,450
> 100%
Sales of Assets $0
Other Income $140
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,193
67.0%
Compensation of Officers* $7,504
29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $561,906
Total Liabilities $0
Net Assets $561,906

Document Links

Fiscal Year Ending July
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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