Morris E & Ethel Carlton Wheeler Scholarship Fund

Tulsa, OK
Tax-exempt since March 2000
EIN: 73-6252523

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$58.1k (2024)

Expenses

$49.6k (2024)

Total Assets

$478k (2024)

Total Liabilities

$0 (2024)

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

$58,077

Expenses

$49,553

Net Income

$8,524

Net Assets

$478,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,208	27.9%
Sales of Assets	$41,843	72.0%
Other Income	$26	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,153	87.1%
Compensation of Officers*	$6,044	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$478,237
Total Liabilities	$0
Net Assets	$478,237

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$6,044	$0

990-PF

Filed on May 14, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$32,577

Expenses

$20,040

Net Income

$12,537

Net Assets

$470,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,337	44.0%
Sales of Assets	$18,240	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,116	70.4%
Compensation of Officers*	$5,622	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	$470,229
Total Liabilities	$0
Net Assets	$470,229

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$5,622	$0

990-PF

Filed on May 8, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$16,328

Expenses

$43,098

Net Income

-$26,770

Net Assets

$457,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,785	72.2%
Sales of Assets	$3,685	22.6%
Other Income	$858	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,627	82.7%
Compensation of Officers*	$5,958	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	$474,893
Total Liabilities	$17,494
Net Assets	$457,399

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$5,958	$0

990-PF

Filed on May 9, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$52,827

Expenses

$40,631

Net Income

$12,196

Net Assets

$485,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,924	22.6%
Sales of Assets	$39,887	75.5%
Other Income	$1,016	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,986	81.2%
Compensation of Officers*	$6,789	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$501,904
Total Liabilities	$16,106
Net Assets	$485,798

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$6,789	$0

990-PF

Filed on May 3, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$34,536

Expenses

$37,148

Net Income

-$2,612

Net Assets

$474,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$14,038	40.6%
Sales of Assets	$19,538	56.6%
Other Income	$957	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,768	82.8%
Compensation of Officers*	$5,964	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$489,680
Total Liabilities	$15,064
Net Assets	$474,616

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$5,964	$0

990-PF

Filed on June 1, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$23,543

Expenses

$34,331

Net Income

-$10,788

Net Assets

$477,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,670	66.6%
Sales of Assets	$7,807	33.2%
Other Income	$66	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,166	79.1%
Compensation of Officers*	$5,823	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$485,865
Total Liabilities	$8,714
Net Assets	$477,151

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$5,823	$0

990-PF

Filed on May 22, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$38,172

Expenses

$37,182

Net Income

$990

Net Assets

$488,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,119	37.0%
Sales of Assets	$23,716	62.1%
Other Income	$337	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,985	80.6%
Compensation of Officers*	$5,835	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$489,994
Total Liabilities	$1,852
Net Assets	$488,142

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$5,835	$0

990-PF

Filed on May 10, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$29,448

Expenses

$39,760

Net Income

-$10,312

Net Assets

$486,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,133	41.2%
Sales of Assets	$14,034	47.7%
Other Income	$3,281	11.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,554	71.8%
Compensation of Officers*	$5,790	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$486,262
Total Liabilities	$0
Net Assets	$486,262

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$5,790	$0

990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$48,224

Expenses

$36,267

Net Income

$11,957

Net Assets

$500,446

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,358	23.6%
Sales of Assets	$35,780	74.2%
Other Income	$1,086	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,837	79.5%
Compensation of Officers*	$7,224	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$501,412
Total Liabilities	$966
Net Assets	$500,446

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$7,224	$0

990-PF

Filed on May 11, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$42,794

Expenses

$43,472

Net Income

-$678

Net Assets

$486,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$891	2.1%
Dividends	$11,838	27.7%
Sales of Assets	$30,065	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,196	81.0%
Compensation of Officers*	$5,964	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$492,435
Total Liabilities	$5,764
Net Assets	$486,671

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$47,609

Expenses

$42,456

Net Income

$5,153

Net Assets

$489,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,755	31.0%
Sales of Assets	$32,854	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,515	81.3%
Compensation of Officers*	$6,184	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$489,730
Total Liabilities	$0
Net Assets	$489,730

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Trustee)	$6,184	$0

990-PF

Filed on May 6, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$42,145

Expenses

$36,172

Net Income

$5,973

Net Assets

$484,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,851	30.5%
Sales of Assets	$29,294	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,376	78.4%
Compensation of Officers*	$5,982	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$484,017
Total Liabilities	$0
Net Assets	$484,017

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$44,246

Expenses

$32,388

Net Income

$11,858

Net Assets

$478,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,313	39.1%
Sales of Assets	$26,933	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,362	78.3%
Compensation of Officers*	$5,697	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$478,301
Total Liabilities	$0
Net Assets	$478,301

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$17,179

Expenses

$27,995

Net Income

-$10,816

Net Assets

$465,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,900	92.6%
Sales of Assets	$1,266	7.4%
Other Income	$13	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,359	72.7%
Compensation of Officers*	$5,635	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$465,277
Total Liabilities	$0
Net Assets	$465,277

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Updated March 23, 2026

Morris E & Ethel Carlton Wheeler Scholarship Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $58.1k (2024)

Expenses $49.6k (2024)

Total Assets $478k (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Compensation

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

Revenue

$58.1k (2024)

Expenses

$49.6k (2024)

Total Assets

$478k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2016

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2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2010

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