Bertha Z Ellis Trust
Bertha Z Ellis Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $472K in total assets. In 2025, it awarded 6 grants totaling $21K. Net investment income was $38K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Bertha Z Ellis Trust reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
About Bertha Z Ellis Trust
Based on IRS filings
Bertha Z Ellis Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $472K in total assets. In 2025, it awarded 6 grants totaling $21K. Net investment income was $38K.
Ready to take the next step with Bertha Z Ellis Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Colel Chabad ($6,702), Mary Peterson Child Care ($4,293), First Unitarian Church of Dallas ($4,293).
| Recipient | Purpose | Amount |
|---|---|---|
| NAVARRO COUNTY HUMANE SOCIETY CORSICANA, TX | UNRESTRICTED GENERAL | $2,147 |
| MARY PETERSON CHILD CARE CORSICANA, TX | UNRESTRICTED GENERAL | $4,293 |
| UNITARIAN UNIVERSALIST SERVICE CAMBRIDGE, MA | UNRESTRICTED GENERAL | $2,000 |
| Colel Chabad Brooklyn, NY | UNRESTRICTED GENERAL | $6,702 |
| HADASSAH FOUNDATION INC NEW YORK, NY | UNRESTRICTED GENERAL | $2,000 |
| FIRST UNITARIAN CHURCH OF DALLAS DALLAS, TX | UNRESTRICTED GENERAL | $4,293 |
Leadership & 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 |
Frequently Asked Questions
How large is Bertha Z Ellis Trust?
As of 2025, Bertha Z Ellis Trust holds $472K in total assets with $45K in annual revenue. It awarded 6 grants totaling $21K in 2025.
Where does Bertha Z Ellis Trust operate?
Bertha Z Ellis Trust has awarded grants in Massachusetts, New York, Texas.
What size grants does Bertha Z Ellis Trust award?
In 2025, Bertha Z Ellis Trust awarded 6 grants totaling $21K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Bertha Z Ellis Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bertha Z Ellis Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
Explore Open Grants
Browse active grant opportunities in Bertha Z Ellis Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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