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PAUL & HELEN ELLIS CHARITABLE TRUST TRUBEE WEALTH ADVISORS

PAUL & HELEN ELLIS CHARITABLE TRUST TRUBEE WEALTH ADVISORS

BUFFALO, NY, US
•
501(c)(3)
•
EIN
83-6584353
•
WWW.ELLISTRUSTWNY.ORG
•
Open for Solicitation
Private Foundation
Regional Funder
funder logo

PAUL & HELEN ELLIS CHARITABLE TRUST TRUBEE WEALTH ADVISORS

BUFFALO, NY, US
•
501(c)(3)
•
EIN
83-6584353
•
WWW.ELLISTRUSTWNY.ORG
•
Open for Solicitation
Private Foundation
Regional Funder
Overview
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990s
Income Statement
Balance Sheet
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Income Statement

Fiscal Year Start:
Jan 1
Revenues in 2024

$269,121

Investments
54%
Other
46%
Contributions
0%
Government Grants
0%
Fundraising Events
0%
Program Services
0%
Membership Dues
0%
Expenses in 2024

$446,352

Grants
84%
Fees to Service Providers
11%
Salaries & Benefits
4%
Other
1%
Benefits to Members
0%
Advertising & Promotion
0%
Offices, Occupancy & IT
0%
Interest
0%
Depreciation
0%
Revenues
2023
2024
Change
Contributions
$0
$0
-
Government Grants
$0
$0
-
Fundraising Events
$0
$0
-
Program Services
$0
$0
-
Membership Dues
$0
$0
-
Investments
$139,403
$144,549
+4%
Other
$64,083
$124,572
+94%
Total Revenues
$203,486
$269,121
+32%
Expenses
2023
2024
Change
Grants
$322,000
$375,000
+16%
Benefits to Members
$0
$0
-
Salaries & Benefits
$14,451
$17,619
+22%
Fees to Service Providers
$45,612
$47,263
+4%
Advertising & Promotion
$0
$0
-
Offices, Occupancy & IT
$0
$0
-
Interest
$0
$0
-
Depreciation
$0
$0
-
Other
$4,030
$6,470
+61%
Total Expenses
$386,093
$446,352
+16%
Net income
2023
2024
Change
Net income
-$182,607
-$177,231
+3%
Income Statement
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