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Nonprofit · EIN 36-6025591

ADELINE WHEELER TRUST 01-07734

Tax-exempt · CHICAGO, IL 60680

Financials

$227K$1.2M2022$659K$991K2023$989K$1.1M2024
Revenue Expenses · by fiscal year end
Financials of ADELINE WHEELER TRUST 01-07734 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$989,316$1,057,508-$68,192$9,993,000$0$9,993,000
December 31, 2023990-PF$658,987$990,978-$331,991$10,049,601$0$10,049,601
December 31, 2022990-PF (amended)$226,758$1,170,862-$944,104$9,809,144$0$9,809,144
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$413,065
Net gain from sales of assets
$387,855
Other income
$188,396

Expenses

Grants and similar amounts paid
$875,434
Compensation of officers, directors and key employees
$152,891
Disbursements for charitable purposes
$933,596
Excise tax on investment income
$13,764

Balance sheet and other

Total assets, start of year
$10,049,601
Total assets, end of year
$9,993,000
Total liabilities, end of year
$0
Net assets, end of year
$9,993,000
Fair market value of assets
$18,633,282
Qualifying distributions
$933,596
Net investment income
$1,093,708

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
NORTHERN TRUST COMPANY
PO BOX 803878, CHICAGO, IL 60680
TRUSTEE40$152,891
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NORTHERN TRUST COMPANY
PO BOX 803878, CHICAGO, IL 60680
TRUSTEE40$66,072
990-PF for the year ended December 31, 2022: 1 people
NameTitleHours / weekCompensation
NORTHERN TRUST COMPANY
PO BOX 803878, CHICAGO, IL 60680
TRUSTEE40$68,175

Address and contacts

Address (IRS master file)
PO BOX 803878, CHICAGO, IL 60680-3878
In care of
% NORTHERN TRUST COMPANY
Signed the 990-PF
JAMES CIARLETTE, VP
Phone
(312) 630-6000
Return prepared by
ERNST & YOUNG US LLP

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-6025591
Exempt since
1900
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,993,000
Income (IRS master file)
$2,588,919

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$989,316$1,057,508$9,993,000XML
990-PFDecember 2023$658,987$990,978$10,049,601XML
990-PFDecember 2022$226,758$1,170,862$9,809,144XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 36-6025591).

Questions about ADELINE WHEELER TRUST 01-07734

What is the EIN of ADELINE WHEELER TRUST 01-07734?
The employer identification number (EIN) of ADELINE WHEELER TRUST 01-07734 is 36-6025591.
Is ADELINE WHEELER TRUST 01-07734 tax-exempt?
Yes. The IRS lists it as tax-exempt since 1900.
Which annual return does ADELINE WHEELER TRUST 01-07734 file?
Form 990-PF. Private foundations file every year.
When is the next return of ADELINE WHEELER TRUST 01-07734 due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ADELINE WHEELER TRUST 01-07734 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ADELINE WHEELER TRUST 01-07734?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $152,891 (NORTHERN TRUST COMPANY, TRUSTEE).
How much revenue does ADELINE WHEELER TRUST 01-07734 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $989,316, expenses of $1,057,508 and total assets of $9,993,000 at year end.

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