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Illinois · Private foundation

Sarah E Wallace Trust First Mid Wealth Management Trustee

Its FY2025 filing reports that it accepted unsolicited grant applications.

$33k
Granted FY2025(still arriving)
5
Grants FY2025
6
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2025
$7,320
Largest grant, FY2025
$8,133
Organizations funded a year
2 to 6
FY2017 to FY2023
States reached, FY2025
1
Total assets, FY2025
$406k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 0% of the organizations Sarah E Wallace Trust First Mid Wealth Management Trustee funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’23
HealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving5$33k40%
FY20236$39k0%
FY20216$21k0%
FY20206$25k0%
FY20195$17k80%
FY20182$21k0%
FY20172$21kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Human Services$75kHealth$70kEducation$25kPhilanthropy$7k

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Richland Memorial Hospital$27,15550%
Sarah Bush Lincoln Health Foundation$27,15450%
The Salvation Army$8,1331n/a
Kemmerer Village Inc$3,25310%

Plus 4 recipients with no EIN on record ($111k), not named here.

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About Sarah E Wallace Trust First Mid Wealth Management Trustee

How much does Sarah E Wallace Trust First Mid Wealth Management Trustee give?
Sarah E Wallace Trust First Mid Wealth Management Trustee reported 5 grants totaling $32,533 in its FY2025 IRS filing. It funded between 2 and 6 organizations a year over FY2017 to FY2023.
What does Sarah E Wallace Trust First Mid Wealth Management Trustee fund?
By grant dollars over FY2017 to FY2025, its largest causes are Human Services (42%), Health (40%), Education (14%).
Who are Sarah E Wallace Trust First Mid Wealth Management Trustee's largest grantees?
By total granted over FY2017 to FY2025: Richland Memorial Hospital ($27k), Sarah Bush Lincoln Health Foundation ($27k), The Salvation Army ($8k).
Does Sarah E Wallace Trust First Mid Wealth Management Trustee fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Does Sarah E Wallace Trust First Mid Wealth Management Trustee accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Where is Sarah E Wallace Trust First Mid Wealth Management Trustee based?
Sarah E Wallace Trust First Mid Wealth Management Trustee is based in IL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 8 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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