Edith S Wheeler Trust Ua

Lederer Marie & J Chiota Etal Ttees

Trumbull, CT
Tax-exempt since July 1997
EIN: 06-6386858

Receive an email when new data is available for this organization.

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

$171k (2024)

Expenses

$194k (2024)

Total Assets

$3.54M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Dec.
2024

Revenue

$170,878

Expenses

$193,868

Net Income

-$22,990

Net Assets

$3,536,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,387	0.8%
Dividends	$65,280	38.2%
Sales of Assets	$101,249	59.3%
Other Income	$2,962	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,782	71.6%
Compensation of Officers*	$47,544	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,536,153
Total Liabilities	$0
Net Assets	$3,536,153

Compensation

Key Employees and Officers	Compensation	Other
John P Chiota Esq (Trustee)	$23,772	$0
Robert F Burnaska (Trustee)	$23,772	$0

990-PF

Filed on May 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$81,917

Expenses

$185,357

Net Income

-$103,440

Net Assets

$3,170,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$957	1.2%
Dividends	$73,848	90.1%
Sales of Assets	$5,278	6.4%
Other Income	$1,834	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,017	64.7%
Compensation of Officers*	$57,328	30.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,170,882
Total Liabilities	$0
Net Assets	$3,170,882

Compensation

Key Employees and Officers	Compensation	Other
John P Chiota Esq (Trustee)	$28,664	$0
Robert F Burnaska (Trustee)	$28,664	$0

990-PF

Filed on May 14, 2024

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

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$138,580

Expenses

$207,094

Net Income

-$68,514

Net Assets

$2,954,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$379	0.3%
Dividends	$76,994	55.6%
Sales of Assets	$59,519	42.9%
Other Income	$1,688	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,545	76.6%
Compensation of Officers*	$39,000	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,954,564
Total Liabilities	$0
Net Assets	$2,954,564

Compensation

Key Employees and Officers	Compensation	Other
John P Chiota Esq (Trustee)	$19,500	$0
Robert F Burnaska (Trustee)	$19,500	$0

990-PF

Filed on May 12, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$187,975

Expenses

$207,279

Net Income

-$19,304

Net Assets

$3,466,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41	0.0%
Dividends	$73,571	39.1%
Sales of Assets	$112,911	60.1%
Other Income	$1,452	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,329	74.0%
Compensation of Officers*	$47,400	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,466,546
Total Liabilities	$0
Net Assets	$3,466,546

Compensation

Key Employees and Officers	Compensation	Other
John P Chiota Esq (Trustee)	$23,700	$0
Robert F Burnaska (Trustee)	$23,700	$0

990-PF

Filed on May 16, 2022

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$139,624

Expenses

$184,878

Net Income

-$45,254

Net Assets

$3,148,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$115	0.1%
Dividends	$72,997	52.3%
Sales of Assets	$70,747	50.7%
Other Income	-$4,235

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,988	67.1%
Compensation of Officers*	$46,440	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,148,079
Total Liabilities	$1
Net Assets	$3,148,078

Compensation

Key Employees and Officers	Compensation	Other
John P Chiota Esq (Trustee)	$23,220	$0
Robert F Burnaska (Trustee)	$23,220	$0

990-PF

Filed on May 17, 2021

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$201,176

Expenses

$179,285

Net Income

$21,891

Net Assets

$3,095,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$742	0.4%
Dividends	$71,689	35.6%
Sales of Assets	$130,366	64.8%
Other Income	-$1,621

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,052	66.4%
Compensation of Officers*	$44,360	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,095,650
Total Liabilities	$1
Net Assets	$3,095,649

Compensation

Key Employees and Officers	Compensation	Other
John P Chiota Esq (Trustee)	$22,180	$0
Robert F Burnaska (Trustee)	$22,180	$0

990-PF

Filed on July 15, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$183,167

Expenses

$213,251

Net Income

-$30,084

Net Assets

$2,702,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$890	0.5%
Dividends	$75,957	41.5%
Sales of Assets	$106,422	58.1%
Other Income	-$102

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,000	76.4%
Compensation of Officers*	$44,360	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,702,220
Total Liabilities	$0
Net Assets	$2,702,220

Compensation

Key Employees and Officers	Compensation	Other
John P Chiota Esq (Trustee)	$22,180	$0
Robert F Burnaska (Trustee)	$22,180	$0

990-PF

Filed on May 1, 2019

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$129,811

Expenses

$209,066

Net Income

-$79,255

Net Assets

$3,073,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,121	0.9%
Dividends	$71,312	54.9%
Sales of Assets	$61,438	47.3%
Other Income	-$4,060

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,500	71.5%
Compensation of Officers*	$44,360	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,073,273
Total Liabilities	$0
Net Assets	$3,073,273

Compensation

Key Employees and Officers	Compensation	Other
John P Chiota Esq (Trustee)	$22,180	$0
Robert F Burnaska (Trustee)	$22,180	$0

990-PF

Filed on May 15, 2018

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$164,557

Expenses

$204,759

Net Income

-$40,202

Net Assets

$2,779,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,545	2.8%
Dividends	$94,738	57.6%
Sales of Assets	$34,937	21.2%
Other Income	$30,337	18.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,552	72.1%
Compensation of Officers*	$47,076	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,779,612
Total Liabilities	$0
Net Assets	$2,779,612

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$197,073

Expenses

$210,023

Net Income

-$12,950

Net Assets

$3,120,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,916	3.0%
Dividends	$102,756	52.1%
Sales of Assets	$79,255	40.2%
Other Income	$9,146	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,143	69.6%
Compensation of Officers*	$47,556	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,120,987
Total Liabilities	$0
Net Assets	$3,120,987

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$210,695

Expenses

$238,567

Net Income

-$27,872

Net Assets

$3,170,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,440	5.0%
Dividends	$94,487	44.8%
Sales of Assets	$81,326	38.6%
Other Income	$24,442	11.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,147	76.8%
Compensation of Officers*	$43,800	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,170,627
Total Liabilities	$0
Net Assets	$3,170,627

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$68,642

Expenses

$157,939

Net Income

-$89,297

Net Assets

$2,917,104

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,763	31.7%
Dividends	$100,549	> 100%
Sales of Assets	$0
Other Income	$1,568	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,204	66.6%
Compensation of Officers*	$42,024	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,917,104
Total Liabilities	$0
Net Assets	$2,917,104

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$116,504

Expenses

$205,726

Net Income

-$89,222

Net Assets

$2,933,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,775	23.8%
Dividends	$90,318	77.5%
Sales of Assets	$0
Other Income	$60	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,000	58.8%
Compensation of Officers*	$42,000	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,933,554
Total Liabilities	$0
Net Assets	$2,933,554

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Edith S Wheeler Trust Ua

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $171k (2024)

Expenses $194k (2024)

Total Assets $3.54M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

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

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Revenue

$171k (2024)

Expenses

$194k (2024)

Total Assets

$3.54M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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