William A Wheeler & Florence R Foundation

Bakersfield, CA
EIN: 88-0233486

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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.

Donations to this organization are tax deductible.

Revenue

$527k (2024)

Expenses

$498k (2024)

Total Assets

$4.93M (2024)

Total Liabilities

$166k (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 May
2024

Revenue

$527,284

Expenses

$497,803

Net Income

$29,481

Net Assets

$4,766,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,647	1.5%
Dividends	$173,077	32.8%
Sales of Assets	$346,560	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,641	65.2%
Compensation of Officers*	$49,000	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,932,358
Total Liabilities	$166,249
Net Assets	$4,766,109

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$49,000	$0

990-PF

Filed on March 6, 2025

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

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Fiscal Year Ending May
2023

Revenue

$103,903

Expenses

$409,841

Net Income

-$305,938

Net Assets

$4,737,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,294	11.8%
Dividends	$150,650	> 100%
Sales of Assets	-$60,581
Other Income	$1,540	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,455	66.0%
Compensation of Officers*	$49,000	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,778,194
Total Liabilities	$40,844
Net Assets	$4,737,350

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$49,000	$0

990-PF

Filed on April 5, 2024

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

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Fiscal Year Ending May
2022

Revenue

$929,279

Expenses

$398,436

Net Income

$530,843

Net Assets

$5,043,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,611	1.8%
Dividends	$106,645	11.5%
Sales of Assets	$804,799	86.6%
Other Income	$1,224	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,633	61.9%
Compensation of Officers*	$49,000	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,043,288
Total Liabilities	$0
Net Assets	$5,043,288

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$49,000	$0

990-PF

Filed on Sept. 5, 2023

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

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Fiscal Year Ending May
2021

Revenue

$222,451

Expenses

$386,062

Net Income

-$163,611

Net Assets

$4,512,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,615	7.5%
Dividends	$112,172	50.4%
Sales of Assets	$91,705	41.2%
Other Income	$1,959	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$285,500	74.0%
Compensation of Officers*	$49,000	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,512,445
Total Liabilities	$0
Net Assets	$4,512,445

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$49,000	$0

990-PF

Filed on April 8, 2022

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

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XML

Fiscal Year Ending May
2020

Revenue

$304,589

Expenses

$457,645

Net Income

-$153,056

Net Assets

$4,676,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,619	5.5%
Dividends	$150,143	49.3%
Sales of Assets	$137,827	45.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,200	75.6%
Compensation of Officers*	$53,208	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,676,056
Total Liabilities	$1
Net Assets	$4,676,055

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$53,208	$0

990-PF

Filed on March 2, 2021

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

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Fiscal Year Ending May
2019

Revenue

$257,389

Expenses

$452,998

Net Income

-$195,609

Net Assets

$4,829,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,623	6.5%
Dividends	$140,563	54.6%
Sales of Assets	$100,203	38.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$335,625	74.1%
Compensation of Officers*	$51,042	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,829,345
Total Liabilities	$233
Net Assets	$4,829,112

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$51,042	$0

990-PF

Filed on May 4, 2020

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

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Fiscal Year Ending May
2018

Revenue

$647,481

Expenses

$443,135

Net Income

$204,346

Net Assets

$5,024,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,632	2.6%
Dividends	$108,762	16.8%
Sales of Assets	$510,392	78.8%
Other Income	$11,695	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,755	75.5%
Compensation of Officers*	$49,000	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,024,721
Total Liabilities	$0
Net Assets	$5,024,721

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$49,000	$0

990-PF

Filed on Feb. 26, 2019

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

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Fiscal Year Ending May
2017

Revenue

$330,623

Expenses

$420,893

Net Income

-$90,270

Net Assets

$4,820,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,741	5.1%
Dividends	$107,629	32.6%
Sales of Assets	$201,293	60.9%
Other Income	$4,960	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$318,190	75.6%
Compensation of Officers*	$46,958	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,820,375
Total Liabilities	$0
Net Assets	$4,820,375

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$46,958	$0

990-PF

Filed on Oct. 12, 2017

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

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Fiscal Year Ending May
2016

Revenue

-$37,539

Expenses

$465,737

Net Income

-$503,276

Net Assets

$4,910,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$91,011
Dividends	$60,224
Sales of Assets	-$189,674
Other Income	$900

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,658	67.6%
Compensation of Officers*	$51,042	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,911,649
Total Liabilities	$1,004
Net Assets	$4,910,645

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$51,042	$0

990-PF

Filed on Sept. 15, 2016

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

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Fiscal Year Ending May
2015

Revenue

$1,261,046

Expenses

$423,885

Net Income

$837,161

Net Assets

$5,413,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$99,971	7.9%
Dividends	$89,329	7.1%
Sales of Assets	$1,071,746	85.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,940	74.1%
Compensation of Officers*	$49,000	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,413,921
Total Liabilities	$0
Net Assets	$5,413,921

Compensation

Key Employees and Officers	Compensation	Other
Nancy L Wheeler (Trustee)	$49,000	$0

990-PF

Filed on April 18, 2016

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

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Fiscal Year Ending May
2014

Revenue

$292,866

Expenses

$448,361

Net Income

-$155,495

Net Assets

$4,576,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$111,436	38.1%
Dividends	$77,024	26.3%
Sales of Assets	$104,406	35.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$308,663	68.8%
Compensation of Officers*	$49,000	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,576,860
Total Liabilities	$100
Net Assets	$4,576,760

990-PF

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

PDF

Fiscal Year Ending May
2013

Revenue

$374,862

Expenses

$424,130

Net Income

-$49,268

Net Assets

$4,732,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$150,915	40.3%
Dividends	$72,649	19.4%
Sales of Assets	$151,298	40.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$278,376	65.6%
Compensation of Officers*	$49,000	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,732,255
Total Liabilities	$0
Net Assets	$4,732,255

990-PF

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

PDF

Fiscal Year Ending May
2012

Revenue

$407,782

Expenses

$458,139

Net Income

-$50,357

Net Assets

$4,781,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,649	8.5%
Dividends	$148,638	36.5%
Sales of Assets	$224,495	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$325,477	71.0%
Compensation of Officers*	$50,289	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,781,523
Total Liabilities	$0
Net Assets	$4,781,523

990-PF

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

PDF

Fiscal Year Ending May
2011

Revenue

$482,907

Expenses

$361,637

Net Income

$121,270

Net Assets

$4,831,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53,652	11.1%
Dividends	$103,866	21.5%
Sales of Assets	$324,576	67.2%
Other Income	$813	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$256,231	70.9%
Compensation of Officers*	$32,650	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,832,445
Total Liabilities	$565
Net Assets	$4,831,880

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

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William A Wheeler & Florence R Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $527k (2024)

Expenses $498k (2024)

Total Assets $4.93M (2024)

Total Liabilities $166k (2024)

Tax Filings by Year

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2012

Revenue

$527k (2024)

Expenses

$498k (2024)

Total Assets

$4.93M (2024)

Total Liabilities

$166k (2024)

Fiscal Year Ending May
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2004

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2003

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2002