Funder DirectoryTHE EDITH S WHEELER TRUST
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Private foundation (trust)EIN 066386858Est. 1997-07

THE EDITH S WHEELER TRUST

TRUMBULL, CT 06611

Total Assets

$3.2M

FY 2023

Annual Giving

$120K

FY 2023

Grants Made

17

FY 2023

Avg Grant

$7K

FY 2023

Grant Range

$17–$27K

Typical

Deadlines

Applications

Programs & Activities

Program 1

The purpose of the organization is to provide funds for the monroe public library and for the monroe and stratford town scholarship funds.

Financial Snapshot

2023 filing

Total Revenue

$82K

Total Expenses

$185K

Qualifying Distributions

$120K

Distributable Amount

$150K

Min. Investment Return

$151K

Undistributed Income

$81K

Payout rate 80%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.80%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

17 grants

Grant sizes from minimum $17 through median $6K to maximum $27K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $163K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

93 grants

UNIVERSITY OF CONNECTICUT
$153K
5 grants
EDITH WHEELER MEMORIAL LIBRARY
$44K
3 grants
NORTHEASTERN UNIVERSITY
$33K
4 grants
WORCESTER POLYTECHNIC INSTITUTE
$28K
3 grants
VILLANOVA UNIVERSITY
$24K
4 grants
HARVARD UNIVERSITY
$23K
2 grants
UNIVERSITY OF MARYLAND
$22K
3 grants
CARNEGIE MELLON UNIVERSITY
$22K
2 grants

Grant Size Distribution

93 grants

<$10K
77
grants
$10–50K
16
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

18 states

Connecticut
$250K
35% of total
Massachusetts
$125K
17% of total
Pennsylvania
$79K
11% of total
New York
$62K
9% of total
North Carolina
$37K
5% of total
District of Columbia
$35K
5% of total
Maryland
$22K
3% of total
Michigan
$19K
3% of total
New Jersey
$19K
3% of total
Virginia
$17K
2% of total

+8 more states

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THE EDITH S WHEELER TRUST — Grants, Financials & Contact | Grantivo