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Mary Alice Wheeler Trust Uw

Organization summary

Type of Nonprofit

Designated as a 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: Health — General and Rehabilitative / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$186k (2024)

Expenses
$201k (2024)

Total Assets
$3.73M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,080
Expenses
$201,438
Net Income
-$15,358
Net Assets
$3,727,603
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $102,270
55.0%
Sales of Assets $83,810
45.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,774
78.8%
Compensation of Officers* $46,936
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 $3,727,603
Total Liabilities $0
Net Assets $3,727,603
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $46,936 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$539,600
Expenses
$196,941
Net Income
$342,659
Net Assets
$3,742,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $89,074
16.5%
Sales of Assets $445,477
82.6%
Other Income $5,049
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,168
86.4%
Compensation of Officers* $42,919
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 $3,742,938
Total Liabilities $0
Net Assets $3,742,938
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $42,919 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,210
Expenses
$256,239
Net Income
-$198,029
Net Assets
$3,401,570
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $103,336
> 100%
Sales of Assets -$45,126
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $213,536
83.3%
Compensation of Officers* $46,340
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,401,570
Total Liabilities $0
Net Assets $3,401,570
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $46,340 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$534,995
Expenses
$244,212
Net Income
$290,783
Net Assets
$3,600,031
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $97,494
18.2%
Sales of Assets $437,501
81.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $212,413
87.0%
Compensation of Officers* $43,534
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,600,031
Total Liabilities $0
Net Assets $3,600,031
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $43,534 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$199,625
Expenses
$210,137
Net Income
-$10,512
Net Assets
$3,309,452
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $69,476
34.8%
Sales of Assets $127,579
63.9%
Other Income $2,570
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $186,397
88.7%
Compensation of Officers* $35,993
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,309,453
Total Liabilities $1
Net Assets $3,309,452
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $35,993 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$133,433
Expenses
$226,612
Net Income
-$93,179
Net Assets
$3,320,101
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $75,570
56.6%
Sales of Assets $57,863
43.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,178
87.5%
Compensation of Officers* $35,444
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,320,102
Total Liabilities $1
Net Assets $3,320,101
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $35,444 $0

Document Links

Fiscal Year Ending Dec.
2018

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 Dec.
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 Dec.
2016

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 Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$385,917
Expenses
$230,895
Net Income
$155,022
Net Assets
$3,525,536
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $64,673
16.8%
Sales of Assets $321,244
83.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $204,726
88.7%
Compensation of Officers* $36,913
16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,525,536
Total Liabilities $0
Net Assets $3,525,536

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$237,887
Expenses
$241,377
Net Income
-$3,490
Net Assets
$3,369,113
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $93,677
39.4%
Sales of Assets $144,210
60.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $215,715
89.4%
Compensation of Officers* $35,789
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,369,113
Total Liabilities $0
Net Assets $3,369,113

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$213,205
Expenses
$214,833
Net Income
-$1,628
Net Assets
$3,372,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,111
40.9%
Sales of Assets $126,094
59.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $195,417
91.0%
Compensation of Officers* $29,556
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,372,692
Total Liabilities $0
Net Assets $3,372,692

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,696
Expenses
$184,767
Net Income
-$110,071
Net Assets
$3,373,597
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $72,731
97.4%
Sales of Assets $1,965
2.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $161,642
87.5%
Compensation of Officers* $27,886
15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,373,597
Total Liabilities $0
Net Assets $3,373,597

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$333,146
Expenses
$223,493
Net Income
$109,653
Net Assets
$3,469,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $78,455
23.5%
Sales of Assets $254,691
76.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $203,259
90.9%
Compensation of Officers* $27,703
12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,469,204
Total Liabilities $0
Net Assets $3,469,204

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

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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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