Wheeler Family Charitable Foundation

Somerset, PA
Tax-exempt since Jan. 1998
EIN: 23-2938580

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$695k (2024)

Expenses

$259k (2024)

Total Assets

$3.71M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$694,835

Expenses

$258,561

Net Income

$436,274

Net Assets

$3,708,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$540,117	77.7%
Interest Revenue	$24,511	3.5%
Dividends	$129,633	18.7%
Sales of Assets	-$59
Other Income	$633	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,500	83.0%
Compensation of Officers*	$32,995	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,708,663
Total Liabilities	$0
Net Assets	$3,708,663

Compensation

Key Employees and Officers	Compensation	Other
Somerset Trust Company (Trustee)	$32,995	$0
Joan M Wheeler (Chairman Bod & Foundation)	$0	$0
Harold W Wheeler Iii (Director)	$0	$0
Allison Schlaegle (Director)	$0	$0
Colby Kaufman (Director)	$0	$0
Christopher Wheeler (Director)	$0	$0

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990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$328,071

Expenses

$233,432

Net Income

$94,639

Net Assets

$3,644,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$184,946	56.4%
Interest Revenue	$37,610	11.5%
Dividends	$105,110	32.0%
Sales of Assets	$69	0.0%
Other Income	$336	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,500	82.9%
Compensation of Officers*	$27,628	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,644,648
Total Liabilities	$0
Net Assets	$3,644,648

Compensation

Key Employees and Officers	Compensation	Other
Somerset Trust Company (Trustee)	$27,628	$0
Joan M Wheeler (Chairman Bod & Foundation)	$0	$0
David L Wheeler (Director)	$0	$0
Harold W Wheeler Iii (Director)	$0	$0
Barbara Davies (Director)	$0	$0
Paul J Wheeler (Director)	$0	$0

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990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$537,986

Expenses

$268,381

Net Income

$269,605

Net Assets

$3,706,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$279,594	52.0%
Interest Revenue	$27,649	5.1%
Dividends	$98,382	18.3%
Sales of Assets	$132,250	24.6%
Other Income	$111	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$227,500	84.8%
Compensation of Officers*	$27,251	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,706,280
Total Liabilities	$0
Net Assets	$3,706,280

Compensation

Key Employees and Officers	Compensation	Other
Somerset Trust Company (Trustee)	$27,251	$0
Joan M Wheeler (Chairman Bod & Foundation)	$0	$0
David L Wheeler (Director)	$0	$0
Harold W Wheeler Iii (Director)	$0	$0
Barbara Davies (Director)	$0	$0
Paul J Wheeler (Director)	$0	$0

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990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$900,743

Expenses

$382,694

Net Income

$518,049

Net Assets

$3,580,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$540,731	60.0%
Interest Revenue	$30,213	3.4%
Dividends	$85,401	9.5%
Sales of Assets	$244,398	27.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$347,500	90.8%
Compensation of Officers*	$25,977	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,580,351
Total Liabilities	$0
Net Assets	$3,580,351

Compensation

Key Employees and Officers	Compensation	Other
Somerset Trust Company (Trustee)	$25,977	$0
Joan M Wheeler (Chairman Bod & Foundation)	$0	$0
David L Wheeler (Director)	$0	$0
Harold W Wheeler Iii (Director)	$0	$0
Barbara Davies (Director)	$0	$0
Paul J Wheeler (Director)	$0	$0

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990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$489,910

Expenses

$492,308

Net Income

-$2,398

Net Assets

$3,744,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,029	61.2%
Interest Revenue	$51,812	10.6%
Dividends	$76,391	15.6%
Sales of Assets	$61,678	12.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$463,000	94.0%
Compensation of Officers*	$21,375	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,744,973
Total Liabilities	$1
Net Assets	$3,744,972

Compensation

Key Employees and Officers	Compensation	Other
Somerset Trust Company (Trustee)	$21,375	$0
Joan M Wheeler (Chairman Bod & Foundation)	$0	$0
David L Wheeler (Director)	$0	$0
Harold W Wheeler Iii (Director)	$0	$0
Barbara Davies (Director)	$0	$0
Paul J Wheeler (Director)	$0	$0

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990-PF

Filed on June 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$187,248

Expenses

$506,465

Net Income

-$319,217

Net Assets

$3,747,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,730	25.0%
Dividends	$78,028	41.7%
Sales of Assets	$62,490	33.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$478,000	94.4%
Compensation of Officers*	$21,453	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,747,414
Total Liabilities	$1
Net Assets	$3,747,413

Compensation

Key Employees and Officers	Compensation	Other
Somerset Trust Company (Trustee)	$21,453	$0
Joan M Wheeler (Chairman Bod & Foundation)	$0	$0
David L Wheeler (Director)	$0	$0
Harold W Wheeler Iii (Director)	$0	$0
Barbara Davies (Director)	$0	$0
Paul J Wheeler (Director)	$0	$0

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990-PF

Filed on July 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$514,575

Expenses

$500,590

Net Income

$13,985

Net Assets

$4,067,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,053	58.3%
Interest Revenue	$59,140	11.5%
Dividends	$72,790	14.1%
Sales of Assets	$82,592	16.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$473,000	94.5%
Compensation of Officers*	$21,414	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,067,812
Total Liabilities	$0
Net Assets	$4,067,812

Compensation

Key Employees and Officers	Compensation	Other
Somerset Trust Company (Trustee)	$21,414	$0
Joan M Wheeler (Chairman Bod & Foundation)	$0	$0
David L Wheeler (Director)	$0	$0
Harold W Wheeler Iii (Director)	$0	$0
Barbara Davies (Director)	$0	$0
Paul J Wheeler (Director)	$0	$0

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990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$229,848

Expenses

$523,196

Net Income

-$293,348

Net Assets

$4,228,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,020	21.8%
Interest Revenue	$56,198	24.5%
Dividends	$69,491	30.2%
Sales of Assets	$54,020	23.5%
Other Income	$119	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$485,100	92.7%
Compensation of Officers*	$21,370	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,228,095
Total Liabilities	$0
Net Assets	$4,228,095

Compensation

Key Employees and Officers	Compensation	Other
Somerset Trust Company (Trustee)	$21,370	$0
Joan M Wheeler (Chairman Bod & Foundation)	$0	$0
David L Wheeler (Director)	$0	$0
Harold W Wheeler Iii (Director)	$0	$0
Barbara Davies (Director)	$0	$0
Paul J Wheeler (Director)	$0	$0

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990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$926,996

Expenses

$1,417,331

Net Income

-$490,335

Net Assets

$4,501,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$549,966	59.3%
Interest Revenue	$89,659	9.7%
Dividends	$66,685	7.2%
Sales of Assets	$220,442	23.8%
Other Income	$244	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,386,372	97.8%
Compensation of Officers*	$24,038	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,501,549
Total Liabilities	$0
Net Assets	$4,501,549

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$644,416

Expenses

$812,027

Net Income

-$167,611

Net Assets

$5,215,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$175,061	27.2%
Interest Revenue	$86,547	13.4%
Dividends	$65,766	10.2%
Sales of Assets	$316,031	49.0%
Other Income	$1,011	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$763,776	94.1%
Compensation of Officers*	$25,027	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,215,922
Total Liabilities	$0
Net Assets	$5,215,922

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$733,382

Expenses

$1,567,772

Net Income

-$834,390

Net Assets

$5,465,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$86,699	11.8%
Dividends	$72,867	9.9%
Sales of Assets	$573,721	78.2%
Other Income	$95	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,521,634	97.1%
Compensation of Officers*	$27,451	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,465,151
Total Liabilities	$0
Net Assets	$5,465,151

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,460,853

Expenses

$1,505,515

Net Income

-$44,662

Net Assets

$6,299,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	68.5%
Interest Revenue	$98,720	6.8%
Dividends	$86,096	5.9%
Sales of Assets	$275,209	18.8%
Other Income	$828	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,467,400	97.5%
Compensation of Officers*	$28,353	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,299,647
Total Liabilities	$0
Net Assets	$6,299,647

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,100,806

Expenses

$1,490,575

Net Income

$610,231

Net Assets

$6,344,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,900,000	90.4%
Interest Revenue	$92,689	4.4%
Dividends	$72,265	3.4%
Sales of Assets	$35,852	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,461,050	98.0%
Compensation of Officers*	$26,810	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,344,309
Total Liabilities	$0
Net Assets	$6,344,309

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

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Updated March 23, 2026

Wheeler Family Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $695k (2024)

Expenses $259k (2024)

Total Assets $3.71M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$695k (2024)

Expenses

$259k (2024)

Total Assets

$3.71M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001