Barbara F Wheeler Foundation

Aledo, TX
Tax-exempt since Feb. 2000
EIN: 75-2838312

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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

$868k (2024)

Expenses

$571k (2024)

Total Assets

$8.56M (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

$868,093

Expenses

$571,441

Net Income

$296,652

Net Assets

$8,561,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77,065	8.9%
Dividends	$641,785	73.9%
Sales of Assets	$149,243	17.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$492,664	86.2%
Compensation of Officers*	$90,000	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	$8,561,868
Total Liabilities	$0
Net Assets	$8,561,868

Compensation

Key Employees and Officers	Compensation	Other
James Stavens (President)	$45,000	$0
Philip Stavens (Secretary/Tr)	$45,000	$0

990-PF

Filed on May 14, 2025

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Fiscal Year Ending Dec.
2023

Revenue

$697,841

Expenses

$616,293

Net Income

$81,548

Net Assets

$8,273,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$68,994	9.9%
Dividends	$632,075	90.6%
Sales of Assets	-$3,228
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$542,664	88.1%
Compensation of Officers*	$90,000	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	$8,309,182
Total Liabilities	$35,655
Net Assets	$8,273,527

Compensation

Key Employees and Officers	Compensation	Other
James Stavens (President)	$45,000	$0
Philip Stavens (Secretary/Tr)	$45,000	$0

990-PF

Filed on Sept. 11, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$893,186

Expenses

$504,635

Net Income

$388,551

Net Assets

$8,203,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44,771	5.0%
Dividends	$529,938	59.3%
Sales of Assets	$318,477	35.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$432,664	85.7%
Compensation of Officers*	$90,000	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	$8,238,661
Total Liabilities	$35,655
Net Assets	$8,203,006

Compensation

Key Employees and Officers	Compensation	Other
James Stavens (President)	$45,000	$0
Philip Stavens (Secretary/Tr)	$45,000	$0

990-PF

Filed on Aug. 30, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$971,216

Expenses

$527,192

Net Income

$444,024

Net Assets

$7,824,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,388	4.9%
Dividends	$477,239	49.1%
Sales of Assets	$446,589	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$445,664	84.5%
Compensation of Officers*	$90,000	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	$7,859,691
Total Liabilities	$35,655
Net Assets	$7,824,036

Compensation

Key Employees and Officers	Compensation	Other
James Stavens (President)	$45,000	$0
Philip Stavens (Secretary/Tr)	$45,000	$0

990-PF

Filed on May 12, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$509,254

Expenses

$517,390

Net Income

-$8,136

Net Assets

$7,396,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,830	9.4%
Dividends	$430,123	84.5%
Sales of Assets	$31,301	6.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$455,664	88.1%
Compensation of Officers*	$90,000	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,431,590
Total Liabilities	$35,270
Net Assets	$7,396,320

Compensation

Key Employees and Officers	Compensation	Other
Diane Stavens (President)	$45,000	$0
Philip Stavens (Secretary/Tr)	$45,000	$0
James Stavens (V President)	$0	$0

990-PF

Filed on Nov. 11, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$463,006

Expenses

$461,238

Net Income

$1,768

Net Assets

$7,408,526

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$56,793	12.3%
Dividends	$365,612	79.0%
Sales of Assets	$40,601	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$399,452	86.6%
Compensation of Officers*	$90,000	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,408,527
Total Liabilities	$1
Net Assets	$7,408,526

Compensation

Key Employees and Officers	Compensation	Other
Diane Stavens (President)	$45,000	$0
Phillip Stavens (Secretary/Tr)	$45,000	$0
James Stavens (V President)	$0	$0

990-PF

Filed on Oct. 5, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$427,506

Expenses

$545,555

Net Income

-$118,049

Net Assets

$7,418,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$61,849	14.5%
Dividends	$318,456	74.5%
Sales of Assets	$47,201	11.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$479,447	87.9%
Compensation of Officers*	$90,000	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	$7,418,292
Total Liabilities	$0
Net Assets	$7,418,292

Compensation

Key Employees and Officers	Compensation	Other
Diane Stavens (President)	$45,000	$0
Phillip Stavens (Secretary/Tr)	$45,000	$0
James Stavens (V President)	$0	$0

990-PF

Filed on Sept. 10, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$355,364

Expenses

$602,825

Net Income

-$247,461

Net Assets

$7,536,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$65,657	18.5%
Dividends	$289,127	81.4%
Sales of Assets	$559	0.2%
Other Income	$21	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$531,668	88.2%
Compensation of Officers*	$90,000	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,572,610
Total Liabilities	$36,270
Net Assets	$7,536,340

Compensation

Key Employees and Officers	Compensation	Other
Diane Stavens (President)	$45,000	$0
Phillip Stavens (Secretary/Tr)	$45,000	$0
James Stavens (V President)	$0	$0

990-PF

Filed on July 3, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$494,256

Expenses

$562,651

Net Income

-$68,395

Net Assets

$7,809,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$65,732	13.3%
Dividends	$271,432	54.9%
Sales of Assets	$157,092	31.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$499,362	88.8%
Compensation of Officers*	$50,000	8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,809,181
Total Liabilities	$0
Net Assets	$7,809,181

Compensation

Key Employees and Officers	Compensation	Other
Diane Stavens (President)	$25,000	$0
Phillip Stavens (Secretary/Tr)	$25,000	$0
James Stavens (V President)	$0	$0

990-PF

Filed on July 24, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$389,187

Expenses

$468,033

Net Income

-$78,846

Net Assets

$7,884,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$73,183	18.8%
Dividends	$252,581	64.9%
Sales of Assets	$63,361	16.3%
Other Income	$62	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$404,373	86.4%
Compensation of Officers*	$40,000	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,884,034
Total Liabilities	$0
Net Assets	$7,884,034

Compensation

Key Employees and Officers	Compensation	Other
Diane Stavens (President)	$20,000	$0
Phillip Stavens (Secretary/Tr)	$20,000	$0
James Stavens (V President)	$0	$0

990-PF

Filed on Nov. 1, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$484,800

Expenses

$526,809

Net Income

-$42,009

Net Assets

$7,966,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$65,381	13.5%
Dividends	$267,087	55.1%
Sales of Assets	$152,314	31.4%
Other Income	$18	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$461,173	87.5%
Compensation of Officers*	$30,000	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,978,970
Total Liabilities	$12,090
Net Assets	$7,966,880

Compensation

Key Employees and Officers	Compensation	Other
Diane Stavens (President)	$15,000	$0
Phillip Stavens (Secretary/Tr)	$15,000	$0
James Stavens (V President)	$0	$0

990-PF

Filed on Aug. 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$501,402

Expenses

$531,905

Net Income

-$30,503

Net Assets

$8,008,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60,720	12.1%
Dividends	$257,604	51.4%
Sales of Assets	$182,960	36.5%
Other Income	$118	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$478,052	89.9%
Compensation of Officers*	$40,000	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,016,949
Total Liabilities	$8,060
Net Assets	$8,008,889

Compensation

Key Employees and Officers	Compensation	Other
Diane Stavens (President)	$20,000	$0
Phillip Stavens (Secretary/Tr)	$20,000	$0
James Stavens (V President)	$0	$0

990-PF

Filed on June 24, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$510,983

Expenses

$373,206

Net Income

$137,777

Net Assets

$8,042,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,878	7.6%
Dividends	$278,371	54.5%
Sales of Assets	$193,279	37.8%
Other Income	$455	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,073	89.2%
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	$8,042,168
Total Liabilities	$1
Net Assets	$8,042,167

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$354,927

Expenses

$383,605

Net Income

-$28,678

Net Assets

$7,906,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.0%
Dividends	$286,599	80.7%
Sales of Assets	$68,285	19.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,278	86.6%
Compensation of Officers*	$20,000	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,914,363
Total Liabilities	$7,660
Net Assets	$7,906,703

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

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Barbara F Wheeler Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $868k (2024)

Expenses $571k (2024)

Total Assets $8.56M (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

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

$868k (2024)

Expenses

$571k (2024)

Total Assets

$8.56M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2013

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