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Also known as: FIRST MID WEALTH MANAGEMENT
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Ruth A Apperson Decd Trust Uw First National Bank Ttee is a private trust based in MATTOON, IL. The foundation received its IRS ruling in 1954. The principal officer is First National Bank Trustee. It holds total assets of $826K. Annual income is reported at $167K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2024. Grantmaking is concentrated in Illinois. According to available records, Ruth A Apperson Decd Trust Uw First National Bank Ttee has made 12 grants totaling $663K, with a median grant of $63K. Annual giving has decreased from $194K in 2021 to $91K in 2024. Grantmaking activity was highest in 2023 with $378K distributed across 6 grants. Individual grants have ranged from $30K to $65K, with an average award of $55K. The foundation has supported 5 unique organizations. Grants have been distributed to organizations in Illinois and District of Columbia. Contributions to this foundation are tax-deductible.
Smallest Grant
$65K
Median Grant
$65K
Average Grant
$65K
Largest Grant
$65K
Based on 3 grants from the most recent 990-PF filing.
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.
Ruth A Apperson Decd Trust Uw First National Bank Ttee is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in IL, DC.
Ruth A Apperson Decd Trust Uw First National Bank Ttee has distributed a total of $663K across 12 grants. The median grant size is $63K, with an average of $55K. Individual grants have ranged from $30K to $65K.
Ruth A Apperson Decd Trust Uw First National Bank Ttee typically selects its grantees rather than accepting unsolicited proposals.
Ruth A Apperson Decd Trust Uw First National Bank Ttee is headquartered in MATTOON, IL. While based in IL, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| First Mid Wealth Management | TRUSTEE | $13K | $0 | $13K |
Total Giving
$116K
Total Assets
$847K
Fair Market Value
$2.1M
Net Worth
$847K
Grants Paid
$91K
Contributions
N/A
Net Investment Income
$159K
Distribution Amount
$93K
Total: $653K
Total Grants
12
Total Giving
$663K
Average Grant
$55K
Median Grant
$63K
Unique Recipients
5
Most Common Grant
$63K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Grand Lodge Of IllinoisFOR GENERAL USE OF SAID GRAND LODGE | Springfield, IL | $30K | 2024 |
| Sarah Bush Lincoln Health FoundationFOR GENERAL USE OF THE HOSPITAL | Mattoon, IL | $30K | 2024 |
| American Red CrossFOR GENERAL USE OF VICTIMS OF DISASTER | Washington, DC | $30K | 2024 |
| Area E-7 Hospital AssociationFOR GENERAL USE OF SAID ORGANIZATION | Mattoon, IL | $65K | 2021 |
| Most Worshipful Grand Lodge (Masonic Home)FOR GENERAL USE OF SAID MASONIC HOME | Sullivan, IL | $65K | 2021 |