Elizabeth B Ellis Foundation Trust
Elizabeth B Ellis Foundation Trust is a private foundation, 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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.9M
+5.7% YoY
Annual Giving
$263K
+79.8% YoY
Grant Count
9
+12.5% YoY
Avg Grant Size
$29K
+59.8% YoY
About Elizabeth B Ellis Foundation Trust
Based on IRS filings
Elizabeth B Ellis Foundation Trust is a private foundation, 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.
Ready to take the next step with Elizabeth B Ellis Foundation Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,929,243 | $2,771,119 | $2,650,377 |
| Revenue | $559,551 | $372,787 | $192,330 |
| Expenses | $402,077 | $255,119 | $258,936 |
| Qualifying Distributions | $306,837 | $184,901 | $181,317 |
| Net Investment Income | $464,311 | $302,569 | $161,031 |
| Distributable Amount | $406,340 | $308,086 | $243,983 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AMY SOSNOV | Trustee | 4 | $26,658 |
| LYNNE A TSVETKOV | Trustee | — | — |
| WILLIAM ALLENCO WELLS FARGO | Trustee | 2 | $26,658 |
| SERGEI TSVETKOV | Trustee | 0.5 | $26,658 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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