Edith S Wheeler Trust Ua
- Assets
- $3.0m
- Revenue
- $138.6k
- Investments
- $2.7m
- Employees
- 0
- Location
- Trumbull, CT
- Founding
- 07/1997
- Data as of
- 12/2022
- EIN
- 06-6386858
Organization Overview
Edith S Wheeler Trust Ua is located in Trumbull, CT. The organization was established in 1997. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Edith S Wheeler Trust Ua is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Edith S Wheeler Trust Ua generated $138.6k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.1% each year. All expenses for the organization totaled $207.1k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Edith S Wheeler Trust Ua has awarded 136 individual grants totaling $1,016,914. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE FUNDS FOR THE MONROE PUBLIC LIBRARY AND FOR THE MONROE AND STRATFORD TOWN SCHOLARSHIP FUNDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John P Chiota ESQ Trustee | 2 | $19,500 | |
Robert F Burnaska Trustee | 2 | $19,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $379 |
| Dividends & Interest | $76,994 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $59,519 |
| Capital Gain Net Income | $59,519 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,688 |
| Total Revenue | $138,580 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $39,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $223 |
| Taxes | $3,726 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $48,549 |
| Contributions, gifts, grants paid | $158,545 |
| Total expenses and disbursements | $207,094 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $164,807 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $216,676 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $50,254 |
| Total assets | $2,954,564 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Edith S Wheeler Trust Ua has awarded $158,545 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
CARNEGIE MELLON UNIVERSITY PURPOSE: EDUCATIONAL/SCHOLARSHIPS/GRANTS | $15,000 |
CORNELL UNIVERSITY PURPOSE: EDUCATIONAL/SCHOLARSHIPS/GRANTS | $7,000 |
EDITH WHEELER MEMORIAL LIBRARY PURPOSE: EDUCATIONAL/SCHOLARSHIPS/GRANTS | $18,523 |
COLLEGE OF HOLY CROSS PURPOSE: EDUCATIONAL/SCHOLARSHIPS/GRANTS | $7,000 |
COLUMBIA UNIVERSITY PURPOSE: EDUCATIONAL/SCHOLARSHIPS/GRANTS | $7,000 |
DREXEL UNIVERSITY PURPOSE: EDUCATIONAL/SCHOLARSHIPS/GRANTS | $3,500 |