Elizabeth B Ellis Foundation Trust
Elizabeth B Ellis Foundation Trust is a private foundation focused on Arts and culture, based in Norristown, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 9 grants totaling $263K. Net investment income was $464K.
Elizabeth B Ellis Foundation Trust at a glance
In short: Elizabeth B Ellis Foundation Trust gave $263K across 9 grants in 2025 (avg $29K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $262,500
- +79.8% vs 2024
- Grants made (2025)
- 9
- +12.5% vs 2024
- Average grant
- $29,167
- +59.8% vs 2024
- Median grant
- $15,000
- Total assets
- $2,929,243
- +5.7% vs 2024
- Primary geography
- Pennsylvania (83% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Elizabeth B Ellis Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was American Swedish Historical Museum ($140K). Together the top 9 received $263K.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 41 grants of 46 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Elizabeth B Ellis Foundation Trust gives
- Giving grew 73% from 2022 to 2025. Method
- In 2025 it paid out 76% 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 2021 to 2025, annual grant giving ranged from $146K (2024) to $263K (2025). In 2025 it made 9 grants totaling $263K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Swedish Historical Museum Philadelphia, PA | General Operating Purposes | $140,000 |
| Boston University Boston, MA | General Operations | $42,500 |
| Barnes Foundation Philadelphia, PA | General Operations | $20,000 |
| Back on My Feet Philadelphia, PA | General Operations | $17,000 |
| The Chamber of Orchestra of Philade Philadelphia, PA | General Operations | $15,000 |
| Hadassah University Medical Center Philadelphia, PA | General Operations | $10,000 |
| The Emergency Aid of Pennsylavania Wayne, PA | General Operations | $9,500 |
| Haws Ave United Methodist Church Norristown, PA | General Operations | $7,500 |
| The Metropolitan Business Citizens Atlantic City, NJ | General Operations | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,929,243 | $559,551 | $402,077 | $262,500 | 9 | $306,837 | $464,311 | $406,340 |
| 2024 | $2,771,119 | $372,787 | $255,119 | $146,000 | 8 | $184,901 | $302,569 | $308,086 |
| 2023 | $2,650,377 | $192,330 | $258,936 | $174,000 | 10 | $181,317 | $161,031 | $243,983 |
| 2022 | $2,711,470 | $-69,722 | $255,399 | $151,500 | 9 | $159,290 | $466 | $296,292 |
| 2021 | $3,043,333 | $916,089 | $253,833 | $160,500 | 10 | — | $880,657 | $259,578 |
Under IRS private-foundation payout rules, Elizabeth B Ellis Foundation Trust reported a distributable amount of $406K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Elizabeth B Ellis Foundation Trust's 2025 filing lists 4 officers; 3 of 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Amy Sosnov
Trustee
On filings since 2021
4 hrs/week
$17K (2021) → $27K (2025)
Sergei Tsvetkov
Trustee
On filings since 2021
0.5 hrs/week
$17K (2021) → $27K (2025)
William Allenco Wells Fargo
Trustee
On filings since 2021
2 hrs/week
$17K (2021) → $27K (2025)
Lynne A. Tsvetkov
Trustee
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $27K, to Amy Sosnov (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Elizabeth B Ellis Foundation Trust
How much does Elizabeth B Ellis Foundation Trust give each year?
Elizabeth B Ellis Foundation Trust gave $263K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $146K across 8 grants.
What is Elizabeth B Ellis Foundation Trust's typical grant size?
Elizabeth B Ellis Foundation Trust's median grant in 2025 was $15,000, and its average grant was $29,167, across 9 grants on its 2025 IRS Form 990-PF.
Where does Elizabeth B Ellis Foundation Trust give grants?
Elizabeth B Ellis Foundation Trust gives mostly in Pennsylvania: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (16%). The most frequent recipient cities were Philadelphia, PA (5 grants).
Does Elizabeth B Ellis Foundation Trust give general operating support?
Yes: 100% of Elizabeth B Ellis Foundation Trust's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Elizabeth B Ellis Foundation Trust's largest grantees?
Elizabeth B Ellis Foundation Trust's largest 2025 grantees include American Swedish Historical Museum ($140,000), Boston University ($42,500) and Barnes Foundation ($20,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.
How large is Elizabeth B Ellis Foundation Trust?
Elizabeth B Ellis Foundation Trust reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $307K in qualifying distributions that year, against a required minimum of $406K (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 Elizabeth B Ellis Foundation Trust?
Elizabeth B Ellis Foundation Trust is a private foundation focused on Arts and culture, based in Norristown, PA. It holds $2.9M in total assets as of 2025.
What is Elizabeth B Ellis Foundation Trust's EIN?
Elizabeth B Ellis Foundation Trust's EIN (Employer Identification Number) is 23-6851809. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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