//
Also known as: TRUBEE WEALTH ADVISORS
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Paul And Helen Ellis Charitable Trust is a private trust based in BUFFALO, NY. The foundation received its IRS ruling in 2019. The principal officer is William Pictor. It holds total assets of $4M. Annual income is reported at $948K. Total assets have decreased from $5.2M in 2019 to $4.2M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2020 to 2023. According to available records, Paul And Helen Ellis Charitable Trust has made 59 grants totaling $1.1M, with a median grant of $10K. The foundation has distributed between $367K and $400K annually from 2020 to 2022. Individual grants have ranged from $1K to $155K, with an average award of $19K. The foundation has supported 29 unique organizations. Grant recipients are concentrated in New York. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Paul And Helen Ellis Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 59 grants. Its grantmaking reaches organizations primarily in NY.
Paul And Helen Ellis Charitable Trust has distributed a total of $1.1M across 59 grants. The median grant size is $10K, with an average of $19K. Individual grants have ranged from $1K to $155K.
The application deadline is THE DEADLINE FOR SUBMISSIONS IS ANNUALLY MAY 31.. Tax exempt organzations in erie county and niagara county ny for community, education and health related services.
Paul And Helen Ellis Charitable Trust is headquartered in BUFFALO, NY.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mary Ann Aures | TRUSTEE | $5K | $0 | $5K |
| John Bartlo | TRUSTEE | $5K | $0 | $5K |
| William R Pictor | TRUSTEE | $5K | $0 | $5K |
Total Giving
$386K
Total Assets
$4.2M
Fair Market Value
$5.7M
Net Worth
$4.2M
Grants Paid
$322K
Contributions
N/A
Net Investment Income
$116K
Distribution Amount
$276K
Total: $3.5M
Total Grants
59
Total Giving
$1.1M
Average Grant
$19K
Median Grant
$10K
Unique Recipients
29
Most Common Grant
$2K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Black Rock Historical SocietyVARIOUS PROJECTS | Buffalo, NY | $2K | 2022 |
| Wings Of HopeGENERAL OPERATING | Orchard Park, NY | $3K | 2021 |
| Foundation For Jewish PhilanthropieCHARITABLE FUND DONATION | Getzville, NY | $140K | 2022 |
| Rural Outreach CenterVARIOUS PROJECTS | East Aurora, NY | $80K | 2022 |
| Roswell Park Comprehensive CareMEDICAL RESEARCH | Buffalo, NY | $25K | 2022 |
| Kenmore Mercy Hosptal FoundationPURCHASE OF VENTILATORS | Kenmore, NY | $25K | 2022 |
| Crisis ServicesVARIOUS PROJECTS | Buffalo, NY | $19K | 2022 |
| Buffalo Maritime CenterVARIOUS PROJECTS | Buffalo, NY | $18K | 2022 |
| Black Rock Riverside AllianceVARIOUS PROJECTS | Buffalo, NY | $16K | 2022 |
| Autism ServicesPLAYGROUND CAMPAIGN | Amherst, NY | $15K | 2022 |
| Our Lady Of VictoryVARIOUS PROJECTS | Lackawanna, NY | $13K | 2022 |
| Seneca Street CdcAFTER SCHOOL AND SUMMER PROGRAMS | Buffalo, NY | $10K | 2022 |
| Stpauls Roman Catholic ChurchRELIGIOUS | Buffalo, NY | $10K | 2022 |
| Spca Serving Erie CountyPAWS PROTECTOR PROGRAM | West Seneca, NY | $5K | 2022 |
| Hospice BuffaloGENERAL OPERATING | Cheektowaga, NY | $5K | 2022 |
| Via - Visually Impaired AdvancementGENERAL OPERATING | Buffalo, NY | $5K | 2022 |
| Canisius High SchoolSCHOLARSHIPS | Buffalo, NY | $3K | 2022 |
| Community Rehab Project IncHAITI WORK | Vernon, NY | $3K | 2022 |
| St Stephen'S Education FoundationSCHOLARSHIPS | Grand Island, NY | $3K | 2022 |
| Teacher'S DeskGENERAL OPERATING | Buffalo, NY | $2K | 2022 |
| Madonna Of The StreetsGENERAL OPERATING | Buffalo, NY | $2K | 2022 |
| Family Justice CenterGENERAL OPERATING | Buffalo, NY | $1K | 2022 |
| Roycrofters-At-Large AssociationGENERAL OPERATING | East Aurora, NY | $1K | 2022 |
| Providence FarmPURCHASE LAND | Orchard Park, NY | $35K | 2021 |
| Camp Good Days & Special TimesGENERAL OPERATING | Mendon, NY | $3K | 2021 |
| Community Foundation For GreaterCOVID 19 RECOVERY | Buffalo, NY | $25K | 2020 |
| The Teachers DeskFREE EDUCATIONAL SUPPLIES | Buffalo, NY | $18K | 2020 |