Ruth a Apperson Trust
Ruth a Apperson Trust is a private foundation, based in Mattoon, IL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $948K in total assets. In 2026, it awarded 3 grants totaling $96K. Net investment income was $225K.
Ruth a Apperson Trust at a glance
In short: Ruth a Apperson Trust gave $96K across 3 grants in 2026 (avg $32K), mostly in Illinois. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $96,471
- +9.6% vs 2025
- Grants made (2026)
- 3
- +0.0% vs 2025
- Average grant
- $32,157
- +9.6% vs 2025
- Median grant
- $32,157
- Total assets
- $948,400
- +14.8% vs 2025
- Primary geography
- Illinois (67% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Ruth a Apperson Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was American Red Cross ($32K). Together the top 3 received $96K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 9 grants of 12 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
States
Cities
How Ruth a Apperson Trust gives
- Giving fell 49% from 2023 to 2026. Method
- In 2026 it paid out 100% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $88K (2025) to $194K (2021). In 2026 it made 3 grants totaling $96K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Red Cross Washington, DC | For General Use of Victims of Disaster | $32,157 |
| Sarah Bush Lincoln Health Foundation Mattoon, IL | For General Use of the Hospital | $32,157 |
| The Grand Lodge of Illinois Springfield, IL | For General Use of Said Grand Lodge | $32,157 |
Ready to take the next step with Ruth a Apperson Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $948,400 | $241,936 | $119,501 | $96,471 | 3 | $101,133 | $224,606 | $101,494 |
| 2025 | $825,965 | $93,928 | $115,194 | $88,015 | 3 | $93,693 | $74,641 | $102,149 |
| 2024 | $847,231 | $178,318 | $115,805 | $90,630 | 3 | $96,097 | $159,291 | $93,484 |
| 2023 | $784,718 | $67,285 | $238,661 | $189,104 | 3 | $194,877 | $49,024 | $96,401 |
| 2022 | $956,094 | $86,271 | $26,529 | — | — | $6,291 | $67,164 | $107,142 |
| 2021 | $896,352 | $99,248 | $244,671 | $193,802 | 3 | — | $81,362 | $100,097 |
Under IRS private-foundation payout rules, Ruth a Apperson Trust reported a distributable amount of $101K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ruth a Apperson Trust's only listed officer is First MID Wealth Management, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
First MID Wealth Management
Trustee
On filings since 2021
3 hrs/week
$14K (2021) → $10K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $10K, to First Mid Wealth Management (Trustee).
Frequently asked questions about Ruth a Apperson Trust
How much does Ruth a Apperson Trust give each year?
Ruth a Apperson Trust gave $96K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $88K across 3 grants.
What is Ruth a Apperson Trust's typical grant size?
Ruth a Apperson Trust's median grant in 2026 was $32,157, and its average grant was $32,157, across 3 grants on its 2026 IRS Form 990-PF.
Where does Ruth a Apperson Trust give grants?
Ruth a Apperson Trust gives mostly in Illinois: 67% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (33%).
Does Ruth a Apperson Trust give general operating support?
Yes: 100% of Ruth a Apperson Trust's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Ruth a Apperson Trust?
Ruth a Apperson Trust reported $948K in total assets on its 2026 IRS Form 990-PF. It paid out $101K in qualifying distributions that year, against a required minimum of $101K (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.
What is Ruth a Apperson Trust's EIN?
Ruth a Apperson Trust's EIN (Employer Identification Number) is 37-6024603. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Ruth a Apperson Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Illinois
The Lumpkin Family Foundation
Mattoon, IL
The Lumpkin Family Foundation supports environmental protection, health and wellness, local food and agriculture, and community collaboration, primarily in East Central Illinois and Chicago, with some national grants. In 2024, grants ranged from $50 to $630,000, with a median of $6,000. It says it does not accept unsolicited requests and gives only to preselected charitable organizations.
Assets
$39.9M
Grants
209
Total Given
$4.0M
First Mid Bancshares Inc
Mattoon, IL
FIRST MID BANCSHARES INC funds U.S. 501(c)(3)-eligible religious, charitable, scientific, literary, and educational purposes; its 2025 grants supported Illinois organizations, including sports, health care, and food assistance. Grants ranged from $1,000 to $250,000, with a median of $1,000. The filing says applicants should submit a letter describing their organization and the grant’s purpose, so it accepts applications; no deadline is listed.
Assets
$593K
Grants
15
Total Given
$332K
The Speer Family Foundation
Port Orange, FL
Assets
—
Grants
7
Total Given
$178K
Sarah E Wallace Trust
Mattoon, IL
Assets
$406K
Grants
5
Total Given
$33K
The Doug and Tracey McCord Private
Oblong, IL
Assets
$487
Grants
3
Total Given
$8K
Eunice Zoole Foundation
Saint Louis, MO
Assets
$548K
Grants
3
Total Given
$32K
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Ruth a Apperson Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Ruth a Apperson Trust down — hundreds of funders to go?