Josephine Wheeler And J A Wheeler Memorial Foundation

Sweetwater, TX
Tax-exempt since Nov. 1993
EIN: 75-2485347

Receive an email when new data is available for this organization.

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.

Donations to this organization are tax deductible.

Revenue

$1.75M (2024)

Expenses

$115k (2024)

Total Assets

$2.86M (2024)

Total Liabilities

$350 (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

$1,745,520

Expenses

$114,994

Net Income

$1,630,526

Net Assets

$2,863,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,294	1.9%
Dividends	$30,329	1.7%
Sales of Assets	$1,616,898	92.6%
Other Income	$14,287	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,091	60.1%
Compensation of Officers*	$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	$2,863,497
Total Liabilities	$350
Net Assets	$2,863,147

Compensation

Key Employees and Officers	Compensation	Other
First Financial Trust & Asset Management Company Na (Administrato)	$0	$0
Wayne Chowning (Trust Admini)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0
Michael Sales (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 10, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$94,481

Expenses

$119,226

Net Income

-$24,745

Net Assets

$1,232,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,538	19.6%
Sales of Assets	$8,305	8.8%
Other Income	$15,626	16.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,549	78.5%
Compensation of Officers*	$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	$1,232,971
Total Liabilities	$350
Net Assets	$1,232,621

Compensation

Key Employees and Officers	Compensation	Other
First Financial Trust & Asset Management Company Na (Administrato)	$0	$0
Wayne Chowning (Trust Admini)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0
Michael Sales (Director)	$0	$0

+ View more people

990-PF

Filed on July 8, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$176,677

Expenses

$138,889

Net Income

$37,788

Net Assets

$1,257,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,654	10.6%
Sales of Assets	$42,026	23.8%
Other Income	$26,515	15.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,616	82.5%
Compensation of Officers*	$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	$1,257,716
Total Liabilities	$350
Net Assets	$1,257,366

Compensation

Key Employees and Officers	Compensation	Other
First Financial Trust & Asset Management Company Na (Administrato)	$0	$0
Wayne Chowning (Trust Admini)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0
Michael Sales (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 7, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$100,648

Expenses

$116,047

Net Income

-$15,399

Net Assets

$1,219,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,018	16.9%
Sales of Assets	$44,537	44.3%
Other Income	$20,081	20.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,500	57.3%
Compensation of Officers*	$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	$1,219,928
Total Liabilities	$350
Net Assets	$1,219,578

Compensation

Key Employees and Officers	Compensation	Other
First Financial Trust & Asset Management Company Na (Administrato)	$0	$0
Wayne Chowning (Trust Admini)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0
Michael Sales (Director)	$0	$0

+ View more people

990-PF

Filed on May 29, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$109,512

Expenses

$102,150

Net Income

$7,362

Net Assets

$1,234,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,521	17.8%
Sales of Assets	$16,297	14.9%
Other Income	$12,004	11.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,071	75.4%
Compensation of Officers*	$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	$1,235,327
Total Liabilities	$350
Net Assets	$1,234,977

Compensation

Key Employees and Officers	Compensation	Other
First Financial Trust & Asset Management Company Na (Administrato)	$0	$0
Wayne Chowning (Trust Admini)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0
Michael Sales (Director)	$0	$0

+ View more people

990-PF

Filed on July 19, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$96,063

Expenses

$102,838

Net Income

-$6,775

Net Assets

$1,227,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,257	25.3%
Sales of Assets	$2,166	2.3%
Other Income	$19,489	20.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,183	74.1%
Compensation of Officers*	$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	$1,227,615
Total Liabilities	$1
Net Assets	$1,227,614

Compensation

Key Employees and Officers	Compensation	Other
First Financial Trust & Asset Management Company Na (Administrato)	$0	$0
Wayne Chowning (Trust Admini)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0
Michael Sales (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$161,276

Expenses

$117,687

Net Income

$43,589

Net Assets

$1,234,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,380	0.9%
Dividends	$17,085	10.6%
Sales of Assets	-$3,756
Other Income	$21,067	13.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,958	68.8%
Compensation of Officers*	$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	$1,234,390
Total Liabilities	$0
Net Assets	$1,234,390

Compensation

Key Employees and Officers	Compensation	Other
First Financial Trust & Asset Management Company Na (Administrato)	$0	$0
Wayne Chowning (Trust Admini)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0
Michael Sales (Director)	$0	$0

+ View more people

990-PF

Filed on June 24, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$123,574

Expenses

$97,191

Net Income

$26,383

Net Assets

$1,190,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,759	6.3%
Dividends	$0
Sales of Assets	$0
Other Income	$16,210	13.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,783	74.9%
Compensation of Officers*	$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	$1,190,801
Total Liabilities	$0
Net Assets	$1,190,801

Compensation

Key Employees and Officers	Compensation	Other
First Financial Trust & Asset Management Company Na (Administrato)	$0	$0
Wayne Chowning (Trust Admini)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0
Michael Sales (Director)	$0	$0

+ View more people

990-PF

Filed on June 27, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$100,834

Expenses

$87,712

Net Income

$13,122

Net Assets

$1,164,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,221	7.2%
Dividends	$0
Sales of Assets	$0
Other Income	$59,493	59.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,500	80.4%
Compensation of Officers*	$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	$1,164,418
Total Liabilities	$0
Net Assets	$1,164,418

Compensation

Key Employees and Officers	Compensation	Other
Vista Bank (Trustee)	$0	$0
Kirk Mclaughlin (Director)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0
Michael Sales (Director)	$0	$0

+ View more people

990-PF

Filed on May 12, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$76,553

Expenses

$173,906

Net Income

-$97,353

Net Assets

$1,151,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,414	9.7%
Dividends	$0
Sales of Assets	$0
Other Income	$14,039	18.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,003	89.1%
Compensation of Officers*	$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	$1,151,296
Total Liabilities	$0
Net Assets	$1,151,296

Compensation

Key Employees and Officers	Compensation	Other
Vista Bank (Trustee)	$0	$0
Kirk Mclaughlin (Director)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tretha Caddell (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Kelly Wing (Director)	$0	$0

+ View more people

990-PF

Filed on March 7, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$200,128

Expenses

$97,043

Net Income

$103,085

Net Assets

$1,248,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,122	4.1%
Dividends	$0
Sales of Assets	$0
Other Income	$12,157	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,190	74.4%
Compensation of Officers*	$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	$1,248,649
Total Liabilities	$0
Net Assets	$1,248,649

Compensation

Key Employees and Officers	Compensation	Other
Vista Bank (Trustee)	$0	$0
Kirk Mclaughlin (Director)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tom Brian (Director)	$0	$0
Gloria Reyna (Director)	$0	$0
Miranda Mclaughlin (Director)	$0	$0

+ View more people

990-PF

Filed on June 10, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$109,103

Expenses

$85,485

Net Income

$23,618

Net Assets

$1,145,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,868	8.1%
Dividends	$0
Sales of Assets	$0
Other Income	$38,458	35.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,025	73.7%
Compensation of Officers*	$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	$1,145,564
Total Liabilities	$0
Net Assets	$1,145,564

Compensation

Key Employees and Officers	Compensation	Other
Vista Bank (Trustee)	$0	$0
Kirk Mclaughlin (Director)	$0	$0
Elisha Reese (Director)	$0	$0
Bill Igal (Director)	$0	$0
Tom Brian (Director)	$0	$0
Gloria Reyna (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 17, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$63,642

Expenses

$85,720

Net Income

-$22,078

Net Assets

$1,121,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,631	23.0%
Dividends	$0
Sales of Assets	$0
Other Income	$27,701	43.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,555	66.0%
Compensation of Officers*	$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	$1,121,946
Total Liabilities	$1
Net Assets	$1,121,945

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$101,537

Expenses

$60,586

Net Income

$40,951

Net Assets

$1,144,023

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,357	17.1%
Dividends	$0
Sales of Assets	$0
Other Income	$17,659	17.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,059	74.4%
Compensation of Officers*	$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	$1,144,024
Total Liabilities	$1
Net Assets	$1,144,023

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

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

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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Josephine Wheeler And J A Wheeler Memorial Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.75M (2024)

Expenses $115k (2024)

Total Assets $2.86M (2024)

Total Liabilities $350 (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

Compensation

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

Compensation

Document Links

Revenue

$1.75M (2024)

Expenses

$115k (2024)

Total Assets

$2.86M (2024)

Total Liabilities

$350 (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