Wheeler Foundation Tr

Wheeler Nyri Et Al Ttee

Huntingtn Bch, CA
Tax-exempt since Oct. 2001
EIN: 95-7106465

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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: Educational Institutions and Related Activities / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$9.03k (2023)

Expenses

$11.9k (2023)

Total Assets

$960k (2023)

Total Liabilities

$1.04M (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$9,031

Expenses

$11,920

Net Income

-$2,889

Net Assets

-$83,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,291	> 100%
Dividends	$218	2.4%
Sales of Assets	-$12,478
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,662	30.7%
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	$959,865
Total Liabilities	$1,043,763
Net Assets	-$83,898

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0
Jesse Stolzenburg (Trustee)	$0	$0
Max C Wheeler (Trustee)	$0	$0
Matt A Peasley (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

-$8,652

Expenses

$364,073

Net Income

-$372,725

Net Assets

-$45,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$299
Dividends	$17,410
Sales of Assets	-$26,582
Other Income	$221

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$350,102	96.2%
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	$962,513
Total Liabilities	$1,008,361
Net Assets	-$45,848

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$76,445

Expenses

$366,294

Net Income

-$289,849

Net Assets

$25,092

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$23,060	30.2%
Sales of Assets	$53,379	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$350,099	95.6%
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	$1,327,745
Total Liabilities	$1,302,653
Net Assets	$25,092

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$118,658

Expenses

$619,238

Net Income

-$500,580

Net Assets

$25,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$113	0.1%
Dividends	$48,701	41.0%
Sales of Assets	$69,844	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$602,838	97.4%
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	$1,854,426
Total Liabilities	$1,828,756
Net Assets	$25,670

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0
Nyri Anita Wheeler (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$108,334

Expenses

$620,351

Net Income

-$512,017

Net Assets

$8,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$109	0.1%
Dividends	$74,143	68.4%
Sales of Assets	$34,082	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$603,665	97.3%
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	$2,108,842
Total Liabilities	$2,100,539
Net Assets	$8,303

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
David A Ebershoff (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0
Nyri Anita Wheeler (Trustee)	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$67,571

Expenses

$620,130

Net Income

-$552,559

Net Assets

$22,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$195	0.3%
Dividends	$86,199	> 100%
Sales of Assets	-$18,823
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$606,795	97.8%
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	$2,619,583
Total Liabilities	$2,596,730
Net Assets	$22,853

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
David A Ebershoff (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0
Nyri Anita Wheeler (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$103,583

Expenses

$625,845

Net Income

-$522,262

Net Assets

$95,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$151	0.1%
Dividends	$91,970	88.8%
Sales of Assets	$11,462	11.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$604,745	96.6%
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	$3,174,511
Total Liabilities	$3,078,729
Net Assets	$95,782

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
David A Ebershoff (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0
Nyri Anita Wheeler (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$87,630

Expenses

$629,651

Net Income

-$542,021

Net Assets

$154,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,145	> 100%
Sales of Assets	-$9,515
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$603,435	95.8%
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	$3,706,832
Total Liabilities	$3,552,637
Net Assets	$154,195

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
David A Ebershoff (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0
Nyri Anita Wheeler (Trustee)	$0	$0

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990-PF

Filed on Nov. 7, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$110,783

Expenses

$630,449

Net Income

-$519,666

Net Assets

$247,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$102,762	92.8%
Sales of Assets	$8,017	7.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$603,792	95.8%
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	$4,238,430
Total Liabilities	$3,991,226
Net Assets	$247,204

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
David A Ebershoff (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0
Nyri Anita Wheeler (Trustee)	$0	$0

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990-PF

Filed on Aug. 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$96,445

Expenses

$641,228

Net Income

-$544,783

Net Assets

$331,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$96,455	> 100%
Sales of Assets	-$17
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$607,322	94.7%
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	$4,759,095
Total Liabilities	$4,428,057
Net Assets	$331,038

Compensation

Key Employees and Officers	Compensation	Other
Paul Licht Ph D (Trustee)	$0	$0
Howard Fields Md Ph D (Trustee)	$0	$0
David A Ebershoff (Trustee)	$0	$0
Henry Hugh Wheeler Iii (Trustee)	$0	$0
Nyri Anita Wheeler (Trustee)	$0	$0

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990-PF

Filed on Aug. 10, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$55,215

Expenses

$640,480

Net Income

-$585,265

Net Assets

$451,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$92,162	> 100%
Dividends	$14	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$608,767	95.0%
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	$5,304,227
Total Liabilities	$4,853,120
Net Assets	$451,107

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$33,368

Expenses

$661,176

Net Income

-$627,808

Net Assets

$622,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$345	1.0%
Dividends	$34,051	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$622,390	94.1%
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	$5,897,135
Total Liabilities	$5,274,746
Net Assets	$622,389

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,053,592

Expenses

$231,500

Net Income

$822,092

Net Assets

$842,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,053,592	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$777	0.3%
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	$6,519,505
Total Liabilities	$5,677,144
Net Assets	$842,361

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

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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.

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Wheeler Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $9.03k (2023)

Expenses $11.9k (2023)

Total Assets $960k (2023)

Total Liabilities $1.04M (2023)

Tax Filings by Year

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

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$9.03k (2023)

Expenses

$11.9k (2023)

Total Assets

$960k (2023)

Total Liabilities

$1.04M (2023)

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