Private Foundation

PAUL & HELEN ELLIS CHARITABLE TRUST TRUBEE WEALTH ADVISORS

PAUL & HELEN ELLIS CHARITABLE TRUST TRUBEE WEALTH ADVISORS is a private foundation categorized as Private Foundation based in BUFFALO, NY. Its most recent IRS filing (2025) reports revenue of $368K, expenses of $497K, total assets of $3.9M. Imperigo tracks 149 reported grants from this foundation totaling approximately $2.3M.

EIN: 836584353 BUFFALO, NY Private Independent Foundations NTEE: T22 Latest filing: 2025
Total Revenue$368K
Total Expenses$497K
Total Assets$3.9M
Grants Given149
Grant Total$2.3M
Filing Years2021–2025

Sample Grants Given

HOSPICE BUFFALO
CHEEKTOWAGA, NY · 2025
CAPITAL CAMPAIGN
$30,000
GRASSROOTS GARDENS OF WNY
BUFFALO, NY · 2025
SUPPORT FOR PROGRAM
$25,000
KENMORE MERCY HOSPTAL FOUNDATION
KENMORE, NY · 2025
CAPITAL CAMPAIGN
$25,000
PROVIDENCE FARM COLLECTIVE
ORCHARD PARK, NY · 2025
VARIOUS PROJECTS
$25,000
WEST SIDE COMMUNITY SERVICES
BUFFALO, NY · 2025
SUPPORT FOR SOCIAL SERVICES PROGRAM
$25,000

Showing up to 5 of 149 total records — full history available with membership.

Officers & Directors

TRUSTEE John Bartlo
TRUSTEE Mary Ann Aures
TRUSTEE William R Pictor

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE FUND DONATION
$570,275 6 grants
VARIOUS PROJECTS
$367,440 21 grants
GENERAL OPERATING
$170,000 43 grants
CAPITAL CAMPAIGN
$165,000 6 grants
MEDICAL RESEARCH
$129,625 6 grants

Financial Trends

Year Revenue Expenses Assets
2025 $368K $497K $3.9M
2024 $269K $446K $4.0M
2023 $203K $386K $4.2M
2022 $307K $465K $4.4M
2021 $161K $428K $4.5M

Between 2021 and 2025, reported annual revenue grew from $161K to $368K (+129%), with total assets most recently reported at $3.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in NY.

NY

Full geographic grant map with state-by-state breakdown available with membership.

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