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EIN 37-6024603

Ruth A Apperson Trust First Mid Wealth Management

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Mattoon
State
Illinois
Year formed
1954
Most recent tax filings
2024-03-01
NTEE code, primary
T20: Private Foundations
Description
Ruth A Apperson Trust First Mid Wealth Management is a private foundation located in Mattoon, IL that primarily funds for general use of victims of disaster, for general use of the hospital, and for general use of said grand lodge. Grantees include American Red Cross and others, and it made three grants last year.
Also known as...
Ruth A Apperson Trust First Mid-Illinois Bank and Trust Trustee; Ruth A Apperson Decd Trust Uw First National Bank Ttee
Total revenues
$178,318
2024
Total expenses
$115,805
2024
Total assets
$847,231
2024
Num. employees
0
2024

Grants made by Ruth A Apperson Trust First Mid Wealth Management

GranteeGrant descriptionAmount
Association of American Red Cross RetireesFor General Use of Victims of Disaster$30,210
Sarah Bush Lincoln Health FoundationFor General Use of the Hospital$30,210
Regular Grand Lodge of IllinoisFor General Use of Said Grand Lodge$30,210

Personnel at Ruth A Apperson Trust First Mid Wealth Management

NameTitleCompensation
Mid Wealth ManagementTrustee$12,856

Financials for Ruth A Apperson Trust First Mid Wealth Management

RevenuesFYE 03/2024
Total grants, contributions, etc.$0
Investment income and dividends$28,143
Net rental income$48,716
Net gain from sale of non-inventory assets$93,336
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$178,318

Form 990s for Ruth A Apperson Trust First Mid Wealth Management

Fiscal year endingDate received by IRSFormPDF link
2024-032024-08-01990PFView PDF
2023-032023-07-25990PFView PDF
2022-032022-08-03990PFView PDF
2021-032021-08-04990PFView PDF
2020-032021-06-09990PFView PDF
...and 8 more Form 990s
Data update history
September 26, 2024
Posted financials
Added Form 990PF for fiscal year 2024
August 25, 2023
Posted financials
Added Form 990PF for fiscal year 2023
August 8, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 14, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 5, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 529
Mattoon, IL 61938
County
Coles County, IL
Phone
(217) 234-7454
IRS details
EIN
37-6024603
Fiscal year end
March
Taxreturn type
Form 990-PF
Year formed
1954
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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