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Nathaniel Wheeler Tr Ua

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: Environmental Quality, Protection and Beautification / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$40.5k (2023)

Expenses
$95.6k (2023)

Total Assets
$1.39M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,464
Expenses
$95,621
Net Income
-$55,157
Net Assets
$1,393,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,881
91.1%
Sales of Assets -$363
Other Income $3,946
9.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,242
83.9%
Compensation of Officers* $21,190
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,393,027
Total Liabilities $0
Net Assets $1,393,027
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $21,190 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$38,200
Expenses
$104,840
Net Income
-$143,040
Net Assets
$1,448,669
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,786
Sales of Assets -$66,986
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,437
77.7%
Compensation of Officers* $22,347
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,448,669
Total Liabilities $0
Net Assets $1,448,669
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $22,347 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$329,435
Expenses
$93,735
Net Income
$235,700
Net Assets
$1,591,554
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,081
9.4%
Sales of Assets $298,354
90.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,284
79.2%
Compensation of Officers* $25,431
27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,591,554
Total Liabilities $0
Net Assets $1,591,554
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $25,431 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,949
Expenses
$88,138
Net Income
$19,811
Net Assets
$1,346,628
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,459
23.6%
Sales of Assets $82,490
76.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,552
82.3%
Compensation of Officers* $20,842
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,346,629
Total Liabilities $1
Net Assets $1,346,628
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $20,842 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$83,590
Expenses
$86,922
Net Income
-$3,332
Net Assets
$1,332,326
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,875
40.5%
Sales of Assets $49,715
59.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,705
82.5%
Compensation of Officers* $20,244
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 $1,332,327
Total Liabilities $1
Net Assets $1,332,326
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $20,244 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,476
Expenses
$91,508
Net Income
$22,968
Net Assets
$1,349,919
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,913
25.3%
Sales of Assets $85,556
74.7%
Other Income $7
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,229
78.9%
Compensation of Officers* $21,123
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,349,919
Total Liabilities $0
Net Assets $1,349,919
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $21,123 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$135,044
Expenses
$81,085
Net Income
$53,959
Net Assets
$1,324,955
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,423
21.0%
Sales of Assets $106,543
78.9%
Other Income $78
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,829
82.4%
Compensation of Officers* $20,333
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,324,955
Total Liabilities $0
Net Assets $1,324,955
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $20,333 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$179
Expenses
$89,806
Net Income
-$89,985
Net Assets
$1,290,461
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,578
Sales of Assets -$28,757
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,489
82.9%
Compensation of Officers* $19,119
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,290,461
Total Liabilities $0
Net Assets $1,290,461
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $19,119 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,620
Expenses
$97,397
Net Income
-$43,777
Net Assets
$1,392,728
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,946
61.4%
Sales of Assets $18,864
35.2%
Other Income $1,810
3.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,443
82.6%
Compensation of Officers* $20,482
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,392,728
Total Liabilities $0
Net Assets $1,392,728
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $20,482 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,009
Expenses
$91,087
Net Income
-$41,078
Net Assets
$1,440,846
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,596
61.2%
Sales of Assets $19,413
38.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,701
78.7%
Compensation of Officers* $21,775
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,440,846
Total Liabilities $0
Net Assets $1,440,846

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$139,980
Expenses
$86,940
Net Income
$53,040
Net Assets
$1,448,751
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,540
24.7%
Sales of Assets $105,955
75.7%
Other Income -$515
Notable Expenses Percent of Total Expenses
Charitable Disbursements $68,350
78.6%
Compensation of Officers* $21,711
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,448,751
Total Liabilities $0
Net Assets $1,448,751

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,520
Expenses
$75,725
Net Income
$34,795
Net Assets
$1,396,868
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,142
32.7%
Sales of Assets $74,481
67.4%
Other Income -$103
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,292
80.9%
Compensation of Officers* $17,818
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,396,868
Total Liabilities $0
Net Assets $1,396,868

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$89,779
Expenses
$66,706
Net Income
$23,073
Net Assets
$1,366,066
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,279
42.6%
Sales of Assets $52,593
58.6%
Other Income -$1,093
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,834
76.2%
Compensation of Officers* $17,675
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 $1,366,066
Total Liabilities $0
Net Assets $1,366,066

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

Fiscal Year Ending Dec.
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 Dec.
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

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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