EIN 37-1255778

Mercedes L Hoag Charitable Trust First Mid Wealth MGMT Trustee

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Mattoon
Year formed
1991
Most recent tax filings
2024-06-01
NTEE code, primary
Description
Mercedes L Hoag Charitable Trust First Mid Wealth MGMT Trustee is a private foundation located in Mattoon, IL. Its purpose is to primarily fund operating expenses, scholarships, operating expenses/special offerings, and charitable projects. It contributes to organizations as listed on part xiv trustee fees - 3,194 and its grantees include Quincy University and others. Last year, it made 13 grants.
Also known as...
Mercedes L Hoag Charitable Trust; C-O First National Bank Mattoon
Total revenues
$150,804
2024
Total expenses
$257,196
2024
Total assets
$894,953
2024
Num. employees
0
2024

Program areas at Mercedes L Hoag Charitable Trust First Mid Wealth MGMT Trustee

Contributions to organizations as listed on part xiv
Trustee fees - 3,773 accounting fees - 2,075
Federal excise tax refund will be used to fund Charitable donations by the organization.

Grants made by Mercedes L Hoag Charitable Trust First Mid Wealth MGMT Trustee

GranteeGrant descriptionAmount
Knights of Columbus - 1057 Matoon CouncilCharitable Projects$16,875
Camp New HopeOperating Expenses$3,375
Mid-Il Big Brothers Big SistersOperating Expenses$3,375
...and 3 more grants made

Personnel at Mercedes L Hoag Charitable Trust First Mid Wealth MGMT Trustee

NameTitleCompensation
Fmwm Co Trustee FeesTrustee$9,582

Financials for Mercedes L Hoag Charitable Trust First Mid Wealth MGMT Trustee

RevenuesFYE 06/2024
Total grants, contributions, etc.$0
Investment income and dividends$22,921
Net rental income$76,763
Net gain from sale of non-inventory assets$44,711
Gross sales of inventory$0
Miscellaneous revenues$1,050
Total revenues$150,804

Form 990s for Mercedes L Hoag Charitable Trust First Mid Wealth MGMT Trustee

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-15990PFView PDF
2023-062024-03-01990PFView PDF
2022-062022-11-08990PFView PDF
2021-062021-08-11990PFView PDF
2020-062021-06-02990PFView PDF
...and 8 more Form 990s

Organizations like Mercedes L Hoag Charitable Trust First Mid Wealth MGMT Trustee

OrganizationLocationRevenue
Richard Wells Walker Scholarship FundOriental, NC$77,786
Stephen H Sullivan Scholarship TRSTHanover, MA$70,619
Philippe FoundationNew York, NY$279,406
The Wilhoit FoundationGilbert, AZ$72,394
Charitable TR Share Uto Firsching Liv TR 1-31-2009Matlacha, FL$187,020
Youths Friends AssociationGloucester, MA$413,757
Helen Graham Charitable FoundationPound Ridge, NY$220,333
The Woods FoundationLincoln, IL$689,583
Hill Ruth A - A-UiPittsburgh, PA$716,647
Beach-Edwards Family FoundationMission, KS$508,969
Data update history
May 26, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 14, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 26, 2022
Posted financials
Added Form 990PF for fiscal year 2021
July 22, 2022
Updated personnel
Identified 1 new personnel
July 21, 2022
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 529
Mattoon, IL 61938
County
Coles County, IL
Phone
(217) 258-0633
IRS details
EIN
37-1255778
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1991
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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