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 (2024) reports revenue of $269K, expenses of $446K, total assets of $4.0M. Imperigo tracks 112 reported grants from this foundation totaling approximately $1.8M.

EIN: 836584353 BUFFALO, NY Latest filing: 2024
Total Revenue$269K
Total Expenses$446K
Total Assets$4.0M
Grants Given112
Grant Total$1.8M
Filing Years2020–2024

Sample Grants Given

FOUNDATION FOR JEWISH PHILANTHROPIE
GETZVILLE, NY · 2024
CHARITABLE FUND DONATION
$59,000
HOSPICE BUFFALO
CHEEKTOWAGA, NY · 2024
CAPITAL CAMPAIGN
$30,000
EPIC
BUFFALO, NY · 2024
PROGRAM EXPANSION
$30,000
BISON CHILDREN FUND
BUFFALO, NY · 2024
SCHOLARSHIPS
$25,000
KENMORE MERCY HOSPTAL FOUNDATION
KENMORE, NY · 2024
CAPITAL CAMPAIGN
$25,000

Showing up to 5 of 112 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
$555,975 5 grants
VARIOUS PROJECTS
$288,940 16 grants
MEDICAL RESEARCH
$114,625 5 grants
CAPITAL CAMPAIGN
$110,000 4 grants
GENERAL OPERATING
$81,000 29 grants

Financial Trends

Year Revenue Expenses Assets
2024 $269K $446K $4.0M
2023 $203K $386K $4.2M
2022 $307K $465K $4.4M
2021 $161K $428K $4.5M
2020 $42K $443K $4.8M

Between 2020 and 2024, reported annual revenue grew from $42K to $269K (+541%), with total assets most recently reported at $4.0M.

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.

See the full picture for PAUL & HELEN ELLIS CHARITABLE TRUST TRUBEE WEALTH ADVISORS

Complete financials, all 112 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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