2025-10-02T00:01:21-05:00 2024-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2024-01-01 930553801 WHEELER FOUNDATION WHEE 3606937442 900 WASHINGTON STREET SUITE 900 VANCOUVER WA 98660 CHARLES WHEELER DIRECTOR 3606937442 2025-10-01 true false KELLY NEUGEBAUER P01285591 6142211000 2025-10-01 2024 2025-03-06 01:10:19Z X 17980716 X 439223 439223 511013 942280 511013 0 950236 950236 0 0 0 0 0 0 0 0 0 1438 1079 0 360 106222 79667 26555 0 18161 8797 0 0 0 0 0 0 0 125821 89543 0 26915 934283 934283 1060104 89543 0 961198 -109868 860693 0 128026 447398 447398 0 0 0 12421748 11990429 17533318 0 12549774 12437827 17980716 0 X 12549774 12437827 12549774 12437827 12549774 12437827 12549774 -109868 0 12439906 2079 12437827 386. DTE ENERGY CO 2021-09-15 2024-03-25 41769 45162 -3393 -3393 306. DIGITAL RLTY TR INC 2021-09-15 2024-03-25 42114 47868 -5754 -5754 868. TRUIST FINANCIAL CORPORATION 2015-05-15 2024-03-25 32563 33510 -947 -947 621. UNILEVER PLC SPON ADR NEW 2021-09-15 2024-03-25 30822 34162 -3340 -3340 764. VERIZON COMMUNICATIONS INC 2021-09-15 2024-03-25 31121 41730 -10609 -10609 1186.076 BLACKROCK STRATEGIC INCOME OPPORTUNITIES FUND 2023-12-15 2024-07-02 11090 11137 -47 -47 273.399 DFA US CORE EQUITY 1 2015-03-26 2024-07-02 11089 4943 6146 6146 142.275 DFA US SMALL CAP PORTFOLIO INSTL 2017-09-19 2024-07-02 6374 4953 1421 1421 833.784 JPMORGAN CORE BOND R6 2023-12-18 2024-07-02 8405 8571 -166 -166 245.917 PIMCO INTERNATIONAL BOND FUND USD HDG INSTL 2022-12-07 2024-07-02 2405 2344 61 61 295.496 PRIMECAP ODYSSEY GROWTH 2017-09-19 2024-07-02 11681 10014 1667 1667 889.369 VANGUARD TOTAL BOND MARKET INDEX ADM 2022-12-09 2024-07-02 8405 8574 -169 -169 390.618 VANGUARD SHORT TERM INVESTMENT GRADE FUND 2023-12-15 2024-07-02 3980 3980 40.254 VANGUARD MID-CAP INDEX ADMIRAL SHS 2020-04-14 2024-07-02 12032 7269 4763 4763 925.126 VANGUARD MID-CAP INDEX ADMIRAL SHS 2020-04-14 2024-09-25 300000 167050 132950 132950 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 CAPITAL GAIN DIVIDENDS P 388430 511013 11964 0 11964 0 11964 6110 0 5854 11964 X 0 0 0 false false false false false false false true true OR true false false false false true RIVERVIEW TRUST COMPANY 3606937442 900 WASHINGTON ST STE 900 VANCOUVER WA 98660 false false false false true false false false false false false false false false false false false false false false false false JOHN C WHEELER 900 WASHINGTON ST SUITE 900 VANCOUVER WA 98660 DIRECTOR 0 0 CHARLES B WHEELER 900 WASHINGTON ST SUITE 900 VANCOUVER WA 98660 DIRECTOR 0 0 THOMAS K WHEELER 900 WASHINGTON ST SUITE 900 VANCOUVER WA 98660 DIRECTOR 0 0 NONE 0 RIVERVIEW TRUST COMPANY 900 WASHINGTON ST SUITE 900 VANCOUVER WA 98660 AGENT FOR FOUNDATION 106222 0 17715556 159264 0 17874820 0 0 17874820 268122 17606698 880335 880335 11964 11964 868371 0 868371 0 868371 961198 0 0 0 0 961198 868371 0 0 37741 88080 0 34684 31182 191687 961198 0 0 0 868371 92827 0 0 284514 0 0 0 0 0 0 37741 246773 88080 0 34684 31182 92827 NONE NONE WHEELER FOUNDATION 900 WASHINGTON ST SUITE 900 VANCOUVER WA 98660 3606937442 wheelerfoundation@riverviewbank.com LETTER STATING PURPOSE OF GRANT AND INCLUDE A COPY OF 501C(3) DETERMINATION LETTER N/A CANNOT MAKE GRANTS TO INDIVIDUALS-GEOGRAPHIC AREA-OREGON LIFEWORKS NORTHWEST 5415 SW WESTGATE DR PORTLAND OR 97221 NONE PC PROGRAM SUPPORT 8000 NATURE CONSERVANCY OREGON 821 SE 14TH AVENUE PORTLAND OR 97214 NONE PC PROGRAM SUPPORT 20000 GROTTO PO BOX 20008 PORTLAND OR 972940008 NONE PC PROGRAM SUPPORT 10000 THE PEACEFUL PRESENCE PROJECT PO BOX 1963 BEND OR 97709 NONE PC PROGRAM SUPPORT 12000 BRIAN GRANT FOUNDATION 650 NE HOLLADAY STSUITE 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PROGRAM SUPPORT 10000 OREGON HISTORICAL SOCIETY 1200 SW PARK AVENUE PORTLAND OR 97205 NONE PC PROGRAM SUPPORT 35000 VOLUNTEERS OF AMERICA OF OREGON INC 3910 SE STARK ST PORTLAND OR 97214 NONE PC PROGRAM SUPPORT 15000 METROPOLITAN FAMILY SERVICES 1010 SE STARK STREET PORTLAND OR 97214 NONE PC CHARITABLE PURPOSE OF THE 10000 OREGON MUSEUM OF SCIENCE AND INDUSTRY 1945 SE WATER AVENUE PORTLAND OR 97214 NONE PC PROGRAM SUPPORT 17000 OREGON SYMPHONY ASSOCIATION 851 SW SIXTH AVE STE 385 PORTLAND OR 97204 NONE PC CHARITABLE PURPOSE OF THE 5000 JESUIT HIGH SCHOOL 9000 SW BEAVERTON HILLSDALE HWY PORTLAND OR 97225 NONE PC CHARITABLE PURPOSE OF THE 7000 COMMUNITY ACTION ORGANIZATION 1001 SW BASELINE ST HILLSBORO OR 97123 NONE PC PROGRAM SUPPORT 10000 IMPACT NW PO BOX 33530 PORTLAND OR 97292 NONE PC PROGRAM SUPPORT 15000 PROVIDENCE ST VINCENT MED FOUNDATION 9205 SW BARNES ROADSTE 2111 PORTLAND OR 97225 NONE PC PROGRAM SUPPORT 15000 SOLVE 2000 SW 1ST AVE STE 400 PORTLAND OR 97201 NONE PC PROGRAM SUPPORT 10000 MEALS ON WHEELS PEOPLE ATT CHIEF DEVELOPMENT OFFICER 7710 SW 31ST AVE PORTLAND OR 97219 NONE PC CHARITABLE PURPOSE OF THE 17000 PORTLAND STATE UNIVERSITY FOUNDATION PO BOX 243 PORTLAND OR 97207 NONE PC CHARITABLE PURPOSE OF THE 20000 FORA HEALTH INC PO BOX 16040 PORTLAND OR 97292 NONE PC PROGRAM SUPPORT 85000 RAPHAEL HOUSE OF PORTLAND 4110 SE HAWTHORNE BLVD 503 PORTLAND OR 97214 NONE PC PROGRAM SUPPORT 15000 GLEANERS OF CLACKAMAS COUNTY INC PO BOX 1660 OREGON CITY OR 97045 NONE PC CHARITABLE PURPOSE OF THE 15000 OREGON FOOD BANK 7900 NE 33RD DRIVE PORTLAND OR 97211 NONE PC PROGRAM SUPPORT 30000 IMAGO THE THEATRE MASK ENSEMBLE PO BOX 15182 PORTLAND OR 97293 NONE PC CHARITABLE PURPOSE OF THE 3500 OREGON COAST AQUARIUM 2820 SE FERRY SLIP RD NEWPORT OR 97365 NONE PC PROGRAM SUPPORT 15000 CLACKAMAS WOMENS SERVICES 256 WARNER MILNE ROAD OREGON CITY OR 97045 NONE PC PROGRAM SUPPORT 12000 LITERARY ARTS INC 925 SW WASHINGTON ST PORTLAND OR 97205 NONE PC PROGRAM SUPPORT 7000 LIFT URBAN PORTLAND 735 SW 20TH PLACE SUITE 250 PORTLAND OR 97205 NONE PC PROGRAM SUPPORT 5000 CASA FOR CHILDREN 1401 NE 68TH AVE PORTLAND OR 97213 NONE PC PROGRAM SUPPORT 14000 FRIENDS OF TREES 3117 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 NONE PC PROGRAM SUPPORT 11000 MACDONALD CENTER DBA MAYBELLE CTR FOR COMMUNITY 121 NW SIXTH AVENUE PORTLAND OR 97209 NONE PC PROGRAM SUPPORT 7500 FRIENDS OF THE CHILDREN-PORTLAND 44 NE MORRIS STREET PORTLAND OR 97212 NONE PC PROGRAM SUPPORT 12500 CASA OF CLACKAMAS COUNTY 421 HIGH STREET SUITE 108 OREGON CITY OR 97045 NONE PC PROGRAM SUPPORT 10000 COMMUNITY PARTNERS FOR AFFORDABLE HOUSING PO BOX 23206 TIGARD OR 97281 NONE PC PROGRAM SUPPORT 6000 KINSHIP HOUSE 1823 NE 8TH AVENUE PORTLAND OR 972123907 NONE PC PROGRAM SUPPORT 12000 MT SCOTT LEARNING CENTER 6148 SE HOLGATE BOULEVARD PORTLAND OR 97206 NONE PC PROGRAM SUPPORT 5000 LIBRARY FOUNDATION INC SERVING THE PEOPLE OF MULTNOMAH COUNTY 620 SW FIFTH AVENUE PORTLAND OR 97204 NONE PC PROGRAM SUPPORT 15000 COMMUNITY TRANSITIONAL SCHOOL 6601 NE KILLINGSWORTH PORTLAND OR 97218 NONE PC PROGRAM SUPPORT 10000 DRESS FOR SUCCESS 1532 NE 37TH AVENUE SUITE B PORTLAND OR 97232 NONE PC PROGRAM SUPPORT 12000 DE LA SALLE NORTH CATHOLIC HS 4300 NE KILLINGSWORTH STREET PORTLAND OR 97218 NONE PC PROGRAM SUPPORT 15000 BIG BROTHERS BIG SISTERS COLUMBIA NORTHWEST 6443 SW BEAVERTON-HILL DALE HWY SUITE 900 PORTLAND OR 97213 NONE PC PROGRAM SUPPORT 15000 HOLLA 14153 SE STARK ST PORTLAND OR 97233 NONE PC PROGRAM SUPPORT 5000 OREGON STATE UNIVERSITY FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 97333 NONE PC CHARITABLE PURPOSE OF THE 15000 PORTLAND YOUTHBUILDERS 4816 SE 92ND AVENUE PORTLAND OR 97266 NONE PC PROGRAM SUPPORT 7500 EISENHOWER MEDICAL CENTER 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE PC PROGRAM SUPPORT 15000 934283 14 439223 18 511013 950236 950236 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1438 1079 360 MICHIGAN FIN AUTH REV TAXB CA STATE GO TAXABLE 30545 31292 VANGUARD ULTRA-SHORT-TERM BOND DOUBLELINE TOTAL RETURN BOND F METROPOLITAN WEST TOTAL RETURN ISHARES CORE US AGGREGATE BOND VANGUARD TOTAL INTERNATIONAL B ABBOTT LABORATORIES 53911 124647 ABBVIE INC 43967 72324 BLACKROCK INC 40599 123013 BRISTOL-MYERS SQUIBB COMPANY 48878 44513 BROADCOM INC 36805 331531 CAPITAL ONE FINANCIAL CORP 31627 78817 DEERE & CO 28266 144058 DIGITAL RLTY TR INC DTE ENERGY CO ILLINOIS TOOL WORKS INC 26876 81900 JOHNSON & JOHNSON 23101 56257 JPMORGAN CHASE & CO 25688 147901 KLA-TENCOR CORP COM 51873 260240 LOCKHEED MARTIN CORP COM 39412 66574 LOWE'S COMPANIES INC 22303 120932 MCDONALD'S CORP 41470 49861 PAYCHEX INC 43753 129423 PEPSICO INC 25406 59151 PROCTER & GAMBLE CO 30863 61863 PUBLIC SERVICE ENTERPRISE GROU 43981 94291 TRUIST FINANCIAL CORPORATION VERIZON COMMUNICATIONS INC ROYAL BANK OF CANADA 41858 73511 SEAGATE TECHNOLOGY HLDNGS PLC 70837 101587 UNILEVER PLC SPON ADR NEW DFA US CORE EQUITY 1 784598 1876874 PRIMECAP ODYSSEY GROWTH 1093236 1394568 VANGUARD DIVIDEND GROWTH INV 219934 503402 VANGUARD INSTITUTIONAL INDEX F 609652 950150 VANGUARD S&P 500 ETF 270292 598079 VANGUARD MID-CAP INDEX ADMIRAL 895300 1620684 DFA US SMALL CAP PORTFOLIO INS 599857 1001370 ISHARES CORE MSCI EAFE ETF 1207277 1552064 INVESCO INTERNATIONAL SMALL-MI 337398 357477 AMERICAN FUNDS NEW WORLD FD CL 401111 613699 FIDELITY US BOND INDEX FUND VANGUARD TOTAL BOND MARKET IND 1179585 1159222 PIMCO INTERNATIONAL BOND FUND 330476 344250 VANGUARD SHORT TERM INVESTMENT 546408 566608 BLACKROCK STRATEGIC INCOME OPP 1529836 1576154 JPMORGAN CORE BOND R6 1183450 1165031 COST BASIS ADJUSTMENT 2079 INVESTMENT MNGMNT FEES 106222 79667 26555 FOREIGN TAXES 833 833 0 OTHER TAXES (NOT SUBJECT TO $1 1555 1555 0 FEDERAL TAX PAYMENT - PRIOR YE 3254 0 0 FEDERAL ESTIMATES - PRINCIPAL 6110 0 0 FOREIGN TAXES ON QUALIFIED FOR 6133 6133 0 FOREIGN TAXES ON NONQUALIFIED 276 276 0