Ruth a Apperson Trust

MATTOON, IL EIN: 37-6024603

Ruth a Apperson Trust is a private foundation, based in MATTOON, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $826K in total assets. In 2025, it awarded 3 grants totaling $88K. Net investment income was $75K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$826K

-2.5% YoY

Annual Giving

$88K

-2.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$29K

-2.9% YoY

Under IRS private-foundation payout rules, Ruth a Apperson Trust reported a distributable amount of $102K for 2025 — the minimum it must pay out in qualifying distributions.

About Ruth a Apperson Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $439K (78%)

District of Columbia $123K (22%)

States

District of Columbia Illinois

Cities

MattoonSpringfieldSullivanWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$825,965	$847,231	$784,718
Revenue	$93,928	$178,318	$67,285
Expenses	$115,194	$115,805	$238,661
Qualifying Distributions	$93,693	$96,097	$194,877
Net Investment Income	$74,641	$159,291	$49,024
Distributable Amount	$102,149	$93,484	$96,401

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include The Grand Lodge of Illinois ($29,339), American Red Cross ($29,338), Sarah Bush Lincoln Health Foundation ($29,338).

Recipient	Purpose	Amount
AMERICAN RED CROSS WASHINGTON, DC	FOR GENERAL USE OF VICTIMS OF DISASTER	$29,338
SARAH BUSH LINCOLN HEALTH FOUNDATION MATTOON, IL	FOR GENERAL USE OF THE HOSPITAL	$29,338
THE GRAND LODGE OF ILLINOIS SPRINGFIELD, IL	FOR GENERAL USE OF SAID GRAND LODGE	$29,339

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
FIRST MID WEALTH MANAGEMENT	TRUSTEE	3	$13,490

Frequently Asked Questions

How large is Ruth a Apperson Trust?

As of 2025, Ruth a Apperson Trust holds $826K in total assets with $94K in annual revenue. It awarded 3 grants totaling $88K in 2025.

Where does Ruth a Apperson Trust operate?

Ruth a Apperson Trust has awarded grants in District of Columbia, Illinois.

What size grants does Ruth a Apperson Trust award?

In 2025, Ruth a Apperson Trust awarded 3 grants totaling $88K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is Ruth a Apperson Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ruth a Apperson Trust reported a distributable amount of $102K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.