Bertha Z Ellis Trust

Foundation · Grantmaker Dallas, TX EIN: 75-6296558

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.

Key facts about Bertha Z Ellis Trust

EIN: 75-6296558
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $21,435
Grants made (2025): 6
Average grant: $3,573
Median grant: $3,220
Total assets: $471,701
Primary geography: Texas (50% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Bertha Z Ellis Trust funds

By grant dollars, the top recipient states for Bertha Z Ellis Trust's 6 itemized 2025 grants were Texas (50%), New York (41%) and Massachusetts (9%). The most frequent recipient cities were Corsicana, TX (2 grants). 100% of grants with a stated purpose were for general or operating support.

How Bertha Z Ellis Trust gives

Giving grew 63% from 2022 to 2025. Method
In 2025 it paid out 91% 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.

Next steps with Bertha Z Ellis Trust

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$472K

+3.1% YoY

Annual Giving

$21K

-19.4% YoY

Grant Count

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $11K (50%)

New York $9K (41%)

Massachusetts $2K (9%)

Share of all 6 itemized 2025 grant dollars.

States

Massachusetts New York Texas

Cities

CorsicanaNew YorkDallasCambridgeBrooklynPlano

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

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2025

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 recipients include Colel Chabad ($6,702), Mary Peterson Child Care ($4,293), First Unitarian Church of Dallas ($4,293).

Recipient	Purpose	Amount
Colel Chabad Brooklyn, NY	UNRESTRICTED GENERAL	$6,702
MARY PETERSON CHILD CARE Corsicana, TX	UNRESTRICTED GENERAL	$4,293
FIRST UNITARIAN CHURCH OF DALLAS Dallas, TX	UNRESTRICTED GENERAL	$4,293
NAVARRO COUNTY HUMANE SOCIETY Corsicana, TX	UNRESTRICTED GENERAL	$2,147
UNITARIAN UNIVERSALIST SERVICE Cambridge, MA	UNRESTRICTED GENERAL	$2,000
HADASSAH FOUNDATION INC New York, NY	UNRESTRICTED GENERAL	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS 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.