2024-05-08T01:01:13-05:00 2023-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2023-01-01 930553801 WHEELER FOUNDATION WHEE 3606937442 900 WASHINGTON STREET SUITE 900 VANCOUVER WA 98660 CHARLES WHEELER DIRECTOR 3606937442 2024-05-02 true false KELLY NEUGEBAUER P01285591 6142211000 2024-05-02 2023 2023-04-26 12:10:37Z X 17112113 X 375957 374732 331144 3866816 331144 0 707101 705876 0 0 0 0 0 298 0 0 298 1800 1350 0 450 97738 73303 24434 0 13611 7577 0 0 0 0 0 0 0 113447 82230 0 25182 813000 813000 926447 82230 0 838182 -219346 623646 0 372053 128026 128026 0 0 0 12413588 12421748 16984087 0 12785641 12549774 17112113 0 X 12785641 12549774 12785641 12549774 12785641 12549774 12785641 -219346 8000 12574295 24521 12549774 30000. MICHIGAN FIN AUTH REV TAXBL 6.2460% 09/01/23 2011-01-12 2023-09-01 30000 30556 -556 -556 5897.749 DFA US CORE EQUITY 1 2015-03-26 2023-09-20 196336 106631 89705 89705 719.858 DFA US SMALL CAP PORTFOLIO INSTL 2017-09-19 2023-09-20 28967 25058 3909 3909 29980.998 FIDELITY US BOND INDEX FUND 2022-11-16 2023-09-20 299510 306106 -6596 -6596 983.824 AMERICAN FUNDS NEW WORLD FD CL F2 2015-12-24 2023-09-20 70934 49358 21576 21576 29471.62 PIMCO INTERNATIONAL BOND FUND USD HDG INSTL 2022-12-07 2023-09-20 279096 280865 -1769 -1769 3400.762 PRIMECAP ODYSSEY GROWTH 2017-09-19 2023-09-20 128957 115252 13705 13705 1500.648 VANGUARD DIVIDEND GROWTH INV 2012-06-06 2023-09-20 53018 23740 29278 29278 19130.506 VANGUARD ULTRA-SHORT-TERM BOND ADM 2021-10-01 2023-09-20 379358 385097 -5739 -5739 458.39 DFA US CORE EQUITY 1 2015-03-26 2023-09-22 15003 8288 6715 6715 305.851 DFA US SMALL CAP PORTFOLIO INSTL 2017-09-19 2023-09-22 12115 10647 1468 1468 6199. ISHARES CORE US AGGREGATE BOND ETF 2018-12-19 2023-09-22 589055 703564 -114509 -114509 90.554 AMERICAN FUNDS NEW WORLD FD CL F2 2015-12-24 2023-09-22 6436 4543 1893 1893 601.783 PRIMECAP ODYSSEY GROWTH 2017-09-19 2023-09-22 22561 20394 2167 2167 236.033 VANGUARD DIVIDEND GROWTH INV 2012-06-06 2023-09-22 8190 3734 4456 4456 1117.011 VANGUARD MID-CAP INDEX ADMIRAL SHS 2020-04-14 2023-09-22 289105 201699 87406 87406 338.492 DFA US CORE EQUITY 1 2015-03-26 2023-12-15 12050 6120 5930 5930 475.752 DFA US SMALL CAP PORTFOLIO INSTL 2017-09-19 2023-12-15 20705 16561 4144 4144 11000. ISHARES CORE US AGGREGATE BOND ETF 2018-12-19 2023-12-15 1084878 1166187 -81309 -81309 484.833 PRIMECAP ODYSSEY GROWTH 2017-09-19 2023-12-15 17449 16431 1018 1018 699.085 DFA US CORE EQUITY 1 2015-03-26 2023-12-19 25188 12639 12549 12549 135.562 DFA US SMALL CAP PORTFOLIO INSTL 2017-09-19 2023-12-19 6004 4719 1285 1285 207.581 VANGUARD MID-CAP INDEX ADMIRAL SHS 2020-04-14 2023-12-19 59823 37483 22340 22340 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 CAPITAL GAIN DIVIDENDS P 232078 331144 8669 0 8669 0 8669 5415 0 0 5415 X 0 3254 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 97638 0 16001021 398352 0 16399373 0 0 16399373 245991 16153382 807669 807669 8669 8669 799000 8000 807000 0 807000 838182 0 0 0 0 838182 807000 0 0 76054 37741 88080 0 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