Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee
Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee is a private foundation, based in Mattoon, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $462K in total assets. In 2025, it awarded 1 grant totaling $38K. Net investment income was $19K.
Key facts about Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee
In short: Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee gave $38K across 1 grant in 2025 (avg $38K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- EIN
- 37-6297420
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $37,600
- Grants made (2025)
- 1
- Average grant
- $37,600
- Median grant
- $37,600
- Total assets
- $462,289
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$462K
-9.4% YoY
Annual Giving
$38K
Grant Count
1
Avg Grant Size
$38K
Under IRS private-foundation payout rules, Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
How Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee gives
- Giving grew 60% from 2022 to 2025. Method
- In 2025 it paid out 157% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $24K (2022) to $63K (2023). In 2025 it made 1 grant totaling $38K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Sarah Bush Lincoln Health System ($38K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 2 grants of 3 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sarah Bush Lincoln Health System Mattoon, IL | Organization Operating Expenses | $37,600 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $462,289 | $510,112 | $492,832 |
| Revenue | $404 | $27,306 | $12,513 |
| Expenses | $48,227 | $10,026 | $74,963 |
| Qualifying Distributions | $45,123 | $7,128 | $70,224 |
| Net Investment Income | $18,522 | $24,715 | $13,810 |
| Distributable Amount | $28,685 | $26,467 | $26,040 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee's only listed officer is First MID Wealth Mgmt CO Trustee, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
First MID Wealth Mgmt CO Trustee
Trustee
On filings since 2021
2 hrs/week
$8K (2021) → $8K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to First Mid Wealth Mgmt Co Trustee (Trustee).
Frequently asked questions about Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee
How much does Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee give each year?
Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee gave $38K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee?
Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee reported $462K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).
Where does Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee operate?
Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee has awarded grants in Illinois.
What is Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee's EIN?
Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee's EIN (Employer Identification Number) is 37-6297420. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Arthur & Bessie Perry Mem Trust First Mid Wealth Mgmt Cotrustee by hand.
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