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Nonprofit · EIN 06-6386858

EDITH S WHEELER TRUST UA

Also known as LEDERER MARIE & J CHIOTA ETAL TTEES

Tax-exempt · TRUMBULL, CT 06611

Financials

$82K$185K2023$171K$194K2024$536K$204K2025
Revenue Expenses · by fiscal year end
Financials of EDITH S WHEELER TRUST UA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$536,239$203,767$332,472$4,007,178$0$4,007,178
December 31, 2024990-PF$170,878$193,868-$22,990$3,536,153$0$3,536,153
December 31, 2023990-PF$81,917$185,357-$103,440$3,170,882$0$3,170,882
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$74,176
Interest
$999
Net gain from sales of assets
$458,978
Other income
$2,086

Expenses

Grants and similar amounts paid
$136,483
Compensation of officers, directors and key employees
$53,040
Disbursements for charitable purposes
$136,483
Excise tax on investment income
$7,275

Balance sheet and other

Total assets, start of year
$3,536,153
Total assets, end of year
$4,007,178
Total liabilities, end of year
$0
Net assets, end of year
$4,007,178
Fair market value of assets
$4,007,178
Qualifying distributions
$136,483
Net investment income
$534,652

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN P CHIOTA ESQ
35 IRON GATE ROAD, TRUMBULL, CT 06611
TRUSTEE2$26,520
ROBERT F BURNASKA
35 IRON GATE ROAD, TRUMBULL, CT 06611
TRUSTEE2$26,520
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JOHN P CHIOTA ESQ
35 IRON GATE ROAD, TRUMBULL, CT 06611
TRUSTEE2$23,772
ROBERT F BURNASKA
35 IRON GATE ROAD, TRUMBULL, CT 06611
TRUSTEE2$23,772
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOHN P CHIOTA ESQ
35 IRON GATE ROAD, TRUMBULL, CT 06611
TRUSTEE2$28,664
ROBERT F BURNASKA
35 IRON GATE ROAD, TRUMBULL, CT 06611
TRUSTEE2$28,664

Address and contacts

Address (IRS master file)
35 IRON GATE RD, TRUMBULL, CT 06611-2077
In care of
% JOHN CHIOTA ESQ
Signed the 990-PF
JOHN P CHIOTA ESQ, TRUSTEE
Phone
(203) 268-7755
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6386858
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,007,178
Income (IRS master file)
$1,799,957

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$536,239$203,767$4,007,178IRS
990-TDecember 2025–––IRS
990-PFDecember 2024$170,878$193,868$3,536,153IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$81,917$185,357$3,170,882XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6386858).

Questions about EDITH S WHEELER TRUST UA

What is the EIN of EDITH S WHEELER TRUST UA?
The employer identification number (EIN) of EDITH S WHEELER TRUST UA is 06-6386858.
Is EDITH S WHEELER TRUST UA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to EDITH S WHEELER TRUST UA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDITH S WHEELER TRUST UA file?
Form 990-PF. Private foundations file every year.
When is the next return of EDITH S WHEELER TRUST UA due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EDITH S WHEELER TRUST UA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of EDITH S WHEELER TRUST UA?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $26,520 (JOHN P CHIOTA ESQ, TRUSTEE).
How much revenue does EDITH S WHEELER TRUST UA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $536,239, expenses of $203,767 and total assets of $4,007,178 at year end.

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