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PAUL & HELEN ELLIS CHARITABLE TRUST TRUBEE WEALTH ADVISORS

BUFFALO, NY · EIN 836584353 · Form 990PF · FY2025 · NTEE T22 · Philanthropy & Grantmaking · Small ($100K-$1M)
revenue
$368K
expenses
$81K
net assets
$3.9M
employees
profile · synthesized from sources

Private charitable trust based in Buffalo, NY, focused on grantmaking to local nonprofit organizations. Supports a range of causes including healthcare, social services, food security, and community development. Awards grants to organizations serving the Western New York region.

named programs · 5 · from sources

What they call their work

Capital Campaign Support
Funding provided to organizations such as Hospice Buffalo and Kenmore Mercy Hospital Foundation for capital projects.
Community Development Grants
Support for various community-based initiatives through organizations like Massachusetts Avenue Project and Buffalo Maritime Center.
Food Security Initiatives
Support for organizations such as 5 Loaves Farm, Providence Farm Collective, and Feedmore WNY focused on food access and agriculture.
Medical Research Funding
Grant to Roswell Park Alliance Corporation for medical research.
Social Services Support
Grants awarded to organizations including West Side Community Services and International Institute of Buffalo to support social services programming.
activities · 6 groups

What they do

  • Hospital and Medical Center Support 1 activity
    • Funding capital campaign initiatives at healthcare organizations
      Funds capital campaign initiatives at healthcare institutions, including a $30,000 grant to Hospice Buffalo and a $25,000 grant to Kenmore Mercy Hospital Foundation.
  • General Operating Support Grants 1 activity
    • Funding general operating expenses for community organizations
      Supports general operating costs of community-based organizations, including a $20,000 grant to Karen Society of Buffalo Inc and a $20,000 grant to 5 Loaves Farm.
  • Cancer Research Funding 1 activity
    • Funding medical research initiatives
      Awards grants for medical research, including a $15,000 grant to Roswell Park Alliance Corporation.
  • Flexible Grants to Grassroots Organizations 1 activity
    • Funding various projects at community development and workforce training organizations
      Supports diverse initiatives at community-focused groups, including a $17,500 grant to Buffalo Maritime Center.
  • Agricultural Grantmaking and Funding Programs 1 activity
    • Funding various projects at food security and urban agriculture organizations
      Finances diverse initiatives at food and agriculture nonprofits, including $25,000 to Providence Farm Collective, $25,000 to Grassroots Gardens of WNY, $20,000 to Massachusetts Avenue Project, and $20,000 to 5 Loaves Farm.
  • Uncategorized 1 activity
    • Funding social services programs
      Provides grants to support social services programs, including $25,000 to West Side Community Services, $20,000 to International Institute of Buffalo, and $15,000 to Feedmore WNY.
financials · form 990PF · fy2025
revenue
Total revenue$368K
Contributions & grants
Program service revenue
Investment income$152K41%
Other revenue$217K
expenses
Total expenses$81K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$19K
Grants paid out$415K
balance sheet
Total assets$3.86M
Cash
Investments
Liabilities
Net assets$3.86M
6 years on record · 2020–2025 · YoY revenue +36.9%
leadership · form 990 part vii · fy2025

Who runs it

paid leadership · 3
NameTitleHours/wkCompensation
MARY ANN AURES TRUSTEE 0 $6K
JOHN BARTLO TRUSTEE 0 $6K
WILLIAM R PICTOR TRUSTEE 0 $6K
relationships · 12

Who they work with

  • 5 LOAVES FARM Partner — Receives grant funding for general operating expenses
  • BUFFALO MARITIME CENTER Partner — Receives grant funding for various projects
  • FEEDMORE WNY Partner — Receives grant funding to support social services programs
  • GRASSROOTS GARDENS OF WNY Partner — Receives grant funding to support program activities
  • HOSPICE BUFFALO Partner — Receives grant funding for capital campaign initiatives
  • INTERNATIONAL INSTITUTE OF BUFFALO Partner — Receives grant funding to support social services programs
  • KAREN SOCIETY OF BUFFALO INC Partner — Receives grant funding for general operating expenses
  • KENMORE MERCY HOSPTAL FOUNDATION Partner — Receives grant funding for capital campaign initiatives
  • MASSACHUSETTS AVENUE PROJECT Partner — Receives grant funding for various projects
  • PROVIDENCE FARM COLLECTIVE Partner — Receives grant funding for various projects
  • ROSWELL PARK ALLIANCE CORPORATION Partner — Receives grant funding for medical research
  • WEST SIDE COMMUNITY SERVICES Partner — Receives grant funding to support social services programs