Alfred B & E J Wheeler Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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
$15,492
Expenses
$22,684
Net Income
-$7,192
Net Assets
$304,118
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,529
68.0%
Sales of Assets $4,963
32.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,231
76.0%
Compensation of Officers* $5,881
25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $304,118
Total Liabilities $0
Net Assets $304,118
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,881 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,805
Expenses
$22,184
Net Income
-$11,379
Net Assets
$311,184
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,575
88.6%
Sales of Assets $506
4.7%
Other Income $724
6.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,158
77.3%
Compensation of Officers* $5,456
24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $311,184
Total Liabilities $0
Net Assets $311,184
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,456 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,888
Expenses
$23,181
Net Income
-$16,293
Net Assets
$322,617
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,071
> 100%
Sales of Assets -$3,183
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,106
73.8%
Compensation of Officers* $5,869
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $322,617
Total Liabilities $0
Net Assets $322,617
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,869 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,705
Expenses
$24,277
Net Income
$43,428
Net Assets
$339,008
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,473
12.5%
Sales of Assets $59,232
87.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,139
70.6%
Compensation of Officers* $6,548
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $339,008
Total Liabilities $0
Net Assets $339,008
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $6,548 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,122
Expenses
$21,888
Net Income
$12,234
Net Assets
$295,712
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,563
22.2%
Sales of Assets $26,558
77.8%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,525
75.5%
Compensation of Officers* $5,697
26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $295,713
Total Liabilities $1
Net Assets $295,712
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,697 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,928
Expenses
$22,010
Net Income
-$6,082
Net Assets
$283,337
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,863
55.6%
Sales of Assets $7,065
44.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,004
72.7%
Compensation of Officers* $5,631
25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $283,338
Total Liabilities $1
Net Assets $283,337
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,631 $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.
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
$7,437
Expenses
$23,758
Net Income
-$16,321
Net Assets
$301,305
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,418
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,154
80.6%
Compensation of Officers* $5,942
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 $301,305
Total Liabilities $0
Net Assets $301,305

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,894
Expenses
$23,378
Net Income
-$9,484
Net Assets
$316,735
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,308
67.0%
Sales of Assets $4,586
33.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,807
76.2%
Compensation of Officers* $6,182
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $316,735
Total Liabilities $0
Net Assets $316,735

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,899
Expenses
$21,152
Net Income
$5,747
Net Assets
$326,943
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,225
34.3%
Sales of Assets $17,674
65.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,467
77.9%
Compensation of Officers* $6,003
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $326,943
Total Liabilities $0
Net Assets $326,943

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,366
Expenses
$27,071
Net Income
-$13,705
Net Assets
$320,198
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,014
74.9%
Sales of Assets $3,352
25.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,611
83.5%
Compensation of Officers* $5,434
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 $320,198
Total Liabilities $0
Net Assets $320,198

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,940
Expenses
$22,322
Net Income
$7,618
Net Assets
$334,860
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,296
34.4%
Sales of Assets $19,644
65.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,196
77.0%
Compensation of Officers* $4,623
20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $334,860
Total Liabilities $0
Net Assets $334,860

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

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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