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
Qualifying distributions as a share of distributable amount.
Grant Range
17 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
93 grants
Grant Size Distribution
93 grants
Geographic Focus
18 states
+8 more states
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