Bertha Z Ellis Trust
DALLAS, TX EIN: 75-6296558
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$472K
+3.1% YoY
Annual Giving
$21K
-19.4% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$4K
-19.4% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $471,701 | $457,467 | $471,572 |
| Revenue | $44,551 | $19,246 | $-13,599 |
| Expenses | $31,701 | $35,726 | $43,415 |
| Qualifying Distributions | $25,128 | $30,004 | $35,521 |
| Net Investment Income | $37,770 | $12,108 | $4,351 |
| Distributable Amount | $27,544 | $25,497 | $24,659 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bertha Z Ellis Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $7,981 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Texas $77K (54%)
New York $48K (33%)
Massachusetts $18K (13%)
States
Cities
BrooklynCambridgeCorsicanaDallasNew YorkPlano
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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