Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company
Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company is a private foundation, based in Bloomington, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $998K in total assets. In 2025, it awarded 1 grant totaling $177K. Net investment income was $113K.
Key facts about Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company
In short: Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company gave $177K across 1 grant in 2025 (avg $177K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 37-1172796
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $177,065
- Grants made (2025)
- 1
- Average grant
- $177,065
- Median grant
- $177,065
- Total assets
- $998,492
- Primary geography
- Florida (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
$998K
-8.0% YoY
Annual Giving
$177K
+24.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$177K
+24.6% YoY
Under IRS private-foundation payout rules, Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company reported a distributable amount of $179K for 2025 — the minimum it must pay out in qualifying distributions.
How Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company gives
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $142K (2024) to $177K (2025). In 2025 it made 1 grant totaling $177K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Shriners Hospital for Children ($177K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospital for Children Tampa, FL | Medical Services for Children | $177,065 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $998,492 | $1,085,769 | $1,156,548 |
| Revenue | $152,444 | $116,665 | $133,430 |
| Expenses | $240,082 | $187,444 | $209,251 |
| Qualifying Distributions | $177,065 | $142,076 | $148,149 |
| Net Investment Income | $112,866 | $77,586 | $72,826 |
| Distributable Amount | $179,171 | $177,065 | $142,076 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 6, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 5, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 30, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 13, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS September 12, 2025)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company's only listed officer is First MID Wealth Management Company, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
First MID Wealth Management Company
Trustee
On filings since 2021
$11K (2021) → $12K (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 $12K, to First Mid Wealth Management Company (Trustee).
Frequently asked questions about Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company
How much does Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company give each year?
Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company gave $177K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $142K across 1 grant.
How large is Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company?
Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company reported $998K in total assets on its 2025 IRS Form 990-PF. It paid out $177K in qualifying distributions that year, against a required minimum of $179K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company operate?
Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company has awarded grants in Florida.
What is Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company's EIN?
Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company's EIN (Employer Identification Number) is 37-1172796. 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 Paul B Ellis Charitable Trust 3333 First Mid Wealth Management Company by hand.
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