Paul & Helen Ellis Charitable Trust Trubee Wealth Advisors
ActivePhilanthropy & Voluntarism
About Paul & Helen Ellis Charitable Trust Trubee Wealth Advisors
This trust concentrates its giving through a single philanthropic intermediary that supports Jewish communal needs while also making targeted direct grants to local social service providers. Most dollars (about 78%) flow to the Foundation for Jewish Philanthropy via multiple gifts, with the remainder directed to a rural outreach organization, indicating a mix of communal endowment support and place-based human services funding. The pattern suggests the trustees prioritize sustaining Jewish communal infrastructure and addressing local rural social needs in the Buffalo region.
Focus Areas
Jewish community philanthropic endowments/charitable fund donations (via regional Jewish foundation)Support for rural community social services and outreach in the Buffalo areaLocal, place-based human services projects (e.g., emergency assistance, outreach programs)
Who They Fund
children and youth (after-school and summer programs)students/scholarship recipientsmedical patients and research beneficiariesfamilies (family literacy, community resources)
About Paul & Helen Ellis Charitable Trust Trubee Wealth Advisors
Paul & Helen Ellis Charitable Trust Trubee Wealth Advisors channels a large share of its philanthropy through the Foundation for Jewish Philanthropy, with repeated charitable fund donations of $59,000 in 2025, $81,675 in 2024, and $140,300 in 2023. That recurring support points to a trust that uses a philanthropic intermediary to sustain Jewish communal giving over time, while also making direct grants to Buffalo-area nonprofits. Alongside those gifts, the trust has funded local organizations working on children’s programs, senior services, education, food insecurity, respite care, and community projects in Erie and Niagara Counties. The grant list shows a strong place-based pattern: recipients include Epic, Hospice Buffalo, Wedi, and the Bison Children Fund, all in Buffalo or nearby. Other awards support facility and program needs such as HVAC, capital campaigns, scholarships, medical research, and after-school services. The trust’s grant sizes range widely, but the recurring structure of awards suggests an approach that combines sustained communal support with targeted local operating and project grants.
What Paul & Helen Ellis Charitable Trust Trubee Wealth Advisors Funds
A major theme in this trust’s giving is Jewish communal philanthropy. The largest grants go to the Foundation for Jewish Philanthropy, described as charitable fund donations, which signals ongoing support for a regional Jewish giving infrastructure. Another clear area is health and care services. The trust gave $30,000 to Hospice Buffalo for a capital campaign and $25,875 to Roswell Park Alliance Corporation for medical research, showing support for both service delivery and research. Youth and education also appear repeatedly. Grants include $30,000 and $20,000 to Boys and Girls Club of the Northtowns for afterschool program support, plus $25,000 to Bison Children Fund for scholarships. The trust also funds program expansion and organizational needs, such as $30,000 to Epic and $20,000 to Via for HVAC purchase.
How Paul & Helen Ellis Charitable Trust Trubee Wealth Advisors Gives
Typical grants cluster in the middle range, with p25 at $2,500, a median of $8,500, and p75 at $19,200. The recent record also shows repeated awards to the same organizations across multiple years, including the Foundation for Jewish Philanthropy, Hospice Buffalo, Kenmore Mercy Hospital Foundation I, Crisis Services, Buffalo Maritime Center, and Seneca Street CDC. That pattern suggests ongoing relationships rather than isolated one-time gifts. The trust makes grants rather than program-related investments and does not fund individuals. Active grant programs accept unsolicited letters of inquiry, and the annual cycle covers Erie and Niagara Counties with a special interest in Black Rock/Riverside.
Financial Snapshot
Annual Giving
$415K
Total Assets
$3.9M
Total Revenue
$368K
Total Expenses
$497K
Typical Grant Size
Most grants fall between $3K and $19K, with a median of $9K.
25th Percentile
$3K
Median
$9K
75th Percentile
$19K
Geographic Reach
Local1 state funded
Funding intensity
LowHigh
Headquarters
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