Bertha Z Ellis Trust
Bertha Z Ellis Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $526K in total assets. In 2026, it awarded 6 grants totaling $24K. Net investment income was $69K.
Bertha Z Ellis Trust at a glance
In short: Bertha Z Ellis Trust gave $24K across 6 grants in 2026 (avg $4K), mostly in Texas. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $24,113
- +12.5% vs 2025
- Grants made (2026)
- 6
- +0.0% vs 2025
- Average grant
- $4,019
- +12.5% vs 2025
- Median grant
- $4,000
- Total assets
- $525,728
- +11.5% vs 2025
- Primary geography
- Texas (67% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Bertha Z Ellis Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was First Unitarian Church of Dallas ($5K). Together the top 6 received $24K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
States
Cities
How Bertha Z Ellis Trust gives
- Giving fell 25% from 2023 to 2026. Method
- In 2026 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $13K (2022) to $32K (2023). In 2026 it made 6 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Unitarian Church of Dallas Dallas, TX | Unrestricted General | $4,845 |
| Mary Peterson Child Care Center Corsicana, TX | Unrestricted General | $4,845 |
| Unitarian Universalist Service Committee Cambridge, MA | Unrestricted General | $4,000 |
| Cole Chabad Brooklyn, NY | Unrestricted General | $4,000 |
| YMCA of Corsicana Corsicana, TX | Unrestricted General | $4,000 |
| Navarro County Humane Society Corsicana, TX | Unrestricted General | $2,423 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $525,728 | $75,751 | $35,920 | $24,113 | 6 | $28,030 | $69,082 | $29,264 |
| 2025 | $471,701 | $44,551 | $31,701 | $21,435 | 6 | $25,128 | $37,770 | $27,544 |
| 2024 | $457,467 | $19,246 | $35,726 | $26,610 | 6 | $30,004 | $12,108 | $25,497 |
| 2023 | $471,572 | $-13,599 | $43,415 | $32,179 | 7 | $35,521 | $4,351 | $24,659 |
| 2022 | $527,833 | $103,051 | $24,223 | $13,140 | 3 | $17,050 | $95,932 | $28,856 |
| 2021 | $497,069 | $37,102 | $29,867 | $20,580 | 7 | — | $31,439 | $25,947 |
| 2020 | $435,765 | $37,234 | $37,989 | $29,480 | 7 | — | $33,087 | $30,839 |
Under IRS private-foundation payout rules, Bertha Z Ellis Trust reported a distributable amount of $29K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha Z Ellis Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$9K (2022) → $9K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $9K, to Bank of America (Trustee).
Frequently asked questions about Bertha Z Ellis Trust
How much does Bertha Z Ellis Trust give each year?
Bertha Z Ellis Trust gave $24K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $21K across 6 grants.
What is Bertha Z Ellis Trust's typical grant size?
Bertha Z Ellis Trust's median grant in 2026 was $4,000, and its average grant was $4,019, across 6 grants on its 2026 IRS Form 990-PF.
Where does Bertha Z Ellis Trust give grants?
Bertha Z Ellis Trust gives mostly in Texas: 67% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (17%) and New York (17%). The most frequent recipient cities were Corsicana, TX (3 grants).
Does Bertha Z Ellis Trust give general operating support?
Yes: 100% of Bertha Z Ellis Trust's 2026 grants with a stated purpose (6 of 6) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Bertha Z Ellis Trust's largest grantees?
Bertha Z Ellis Trust's largest 2026 grantees include First Unitarian Church of Dallas ($4,845), Mary Peterson Child Care Center ($4,845) and Unitarian Universalist Service Committee ($4,000), according to its 2026 IRS Form 990-PF. Together they received 57% of its itemized 2026 grant dollars.
How large is Bertha Z Ellis Trust?
Bertha Z Ellis Trust reported $526K in total assets on its 2026 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Bertha Z Ellis Trust's EIN?
Bertha Z Ellis Trust's EIN (Employer Identification Number) is 75-6296558. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2020–2025
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