Nonprofit · EIN 37-1172796
PAUL B ELLIS CHARITABLE TRUST 3333
Tax-exempt · BLOOMINGTON, IL 61704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $152,444 | $240,082 | -$87,638 | $998,492 | $0 | $998,492 |
| April 30, 2024 | 990-PF | $116,665 | $187,444 | -$70,779 | $1,085,769 | $0 | $1,085,769 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $33,284
- Interest
- $8,015
- Net rental income
- $72,724
- Net gain from sales of assets
- -$9,292
Expenses
- Grants and similar amounts paid
- $177,065
- Compensation of officers, directors and key employees
- $12,465
- Disbursements for charitable purposes
- $177,065
- Excise tax on investment income
- $1,569
Balance sheet and other
- Total assets, start of year
- $1,085,769
- Total assets, end of year
- $998,492
- Total liabilities, end of year
- $0
- Net assets, end of year
- $998,492
- Fair market value of assets
- $3,544,194
- Qualifying distributions
- $177,065
- Net investment income
- $161,775
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT COMPANY 2306 E WASHINGTON ST, BLOOMINGTON, IL 617044401 | TRUSTEE | 0 | $12,465 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT COMPANY 2306 E WASHINGTON ST, BLOOMINGTON, IL 617044401 | TRUSTEE | 2 | $12,225 |
Address and contacts
- Address (IRS master file)
- 2306 E WASHINGTON ST, BLOOMINGTON, IL 61704-4407
- In care of
- % SOY CAPITAL BANK & TRUST CO
- Signed the 990-PF
- FIRST MID WEALTH MANAGEMENT COMPANY, TRUSTEE
- Phone
- (309) 585-3075
- Return prepared by
- MCGUIRE YUHAS HUFFMAN & BUCKLEY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 37-1172796
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1985
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $998,492
- Income (IRS master file)
- $439,528
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $152,444 | $240,082 | $998,492 | XML |
| 990-PF | April 2024 | $116,665 | $187,444 | $1,085,769 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-1172796).
Questions about PAUL B ELLIS CHARITABLE TRUST 3333
- What is the EIN of PAUL B ELLIS CHARITABLE TRUST 3333?
- The employer identification number (EIN) of PAUL B ELLIS CHARITABLE TRUST 3333 is 37-1172796.
- Is PAUL B ELLIS CHARITABLE TRUST 3333 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to PAUL B ELLIS CHARITABLE TRUST 3333 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL B ELLIS CHARITABLE TRUST 3333 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL B ELLIS CHARITABLE TRUST 3333 due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAUL B ELLIS CHARITABLE TRUST 3333 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of PAUL B ELLIS CHARITABLE TRUST 3333?
- The 990-PF for the year ended April 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,465 (FIRST MID WEALTH MANAGEMENT COMPANY, TRUSTEE).
- How much revenue does PAUL B ELLIS CHARITABLE TRUST 3333 have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $152,444, expenses of $240,082 and total assets of $998,492 at year end.
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