Ellis Charitable Fdn- Bal
Ellis Charitable Fdn- Bal is a private foundation based in Pennington, New Jersey. Its 2025 filing reports grants to preselected charitable organizations, including a large grant to a Massachusetts church and smaller grants to organizations serving people with disabilities, supporting horticulture, and providing other charitable services.
Ellis Charitable Fdn- Bal at a glance
In short: Ellis Charitable Fdn- Bal gave $64K across 13 grants in 2025 (avg $5K), mostly in Massachusetts. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $63,774
- +9.5% vs 2024
- Grants made (2025)
- 13
- -7.1% vs 2024
- Average grant
- $4,906
- +18.0% vs 2024
- Median grant
- $2,551
- Total assets
- $1,339,929
- +0.7% vs 2024
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2025; small sample)
- Primary geography
- Massachusetts (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ellis Charitable Fdn- Bal
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. No application process or required materials are stated.
- Contact
Mailing address: PO Box 1532, Pennington, NJ 08534-0691
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ellis Charitable Fdn- Bal funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Original Congregation Church of Wrentham ($33K). Together the top 10 received $56K.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 66 grants of 66 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 80% of grant dollars went to recipients in Massachusetts. The remaining reported shares were New York (8%), Connecticut (4%), Georgia (4%), and the District of Columbia (4%).
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Is Ellis Charitable Fdn- Bal open to new grantees?
31%
first-time grantees, 2025
In 2025, 4 of 13 grantees (31%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $10K; repeat grants $3K. How we count
Medians: $3K first-time, $3K repeat.
- 69% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $56K (2019) to $69K (2022). In 2025 it made 13 grants totaling $64K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Original Congregation Church of Wrentham Wrentham, MA | Unrestricted General | $33,162 |
| Perkins School for the Blind Watertown, MA | Unrestricted General | $2,551 |
| Odd Fellows Home of Massachusetts Worcester, MA | Unrestricted General | $2,551 |
| Massachusetts Horticultural Society Wellesley, MA | Unrestricted General | $2,551 |
| New England Wildflower Society Wayland, MA | Unrestricted General | $2,551 |
| Carroll Center for the Blind Newton, MA | Unrestricted General | $2,551 |
| Morgan Memorial Goodwill Industries Boston, MA | Unrestricted General | $2,551 |
| Boy Scouts of America - Mayflower CNCL Milford, MA | Unrestricted General | $2,551 |
| Yale Divinity School New Haven, CT | Unrestricted General | $2,551 |
| Care Atlanta, GA | Unrestricted General | $2,551 |
Ready to take the next step with Ellis Charitable Fdn- Bal?
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 | $1,339,929 | $100,566 | $91,207 | $63,774 | 13 | $73,332 | $85,123 | $83,839 |
| 2024 | $1,330,610 | $120,266 | $82,291 | $58,223 | 14 | $71,592 | $110,493 | $77,144 |
| 2023 | $1,292,560 | $56,818 | $82,422 | $61,028 | 13 | $73,045 | $46,070 | $70,236 |
| 2022 | $1,318,254 | $35,084 | $94,212 | $68,856 | 13 | $81,631 | $25,489 | $73,799 |
| 2021 | $1,377,265 | $159,959 | $83,820 | $57,822 | 13 | $72,347 | $149,543 | $83,389 |
| 2020 | $1,301,650 | $95,029 | $78,614 | $56,803 | 13 | — | $84,288 | $69,809 |
| 2019 | $1,284,063 | $115,669 | $79,279 | $55,655 | 13 | — | $106,972 | $68,545 |
Under IRS private-foundation payout rules, Ellis Charitable Fdn- Bal reported a distributable amount of $84K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. For example, Perkins School for the Blind says it serves children and young adults with multiple disabilities, their families, educators, researchers, and professionals through education, accessibility, professional development, and innovation. Massachusetts Horticultural Society says it promotes the art and science of horticulture for the public good. Odd Fellows Home of Massachusetts describes its work as providing skilled nursing and rehabilitative services, while Morgan Memorial Goodwill Industries says it helps people facing barriers to self-sufficiency achieve independence and dignity through work.
Grantmaking
In filing year 2025, the foundation made 13 grants totaling $63,774. Grant amounts ranged from $2,551 to $33,162, with a median of $2,551.
The largest reported grant was $33,162 to Original Congregation Church of Wrentham in Wrentham, Massachusetts, for unrestricted general purposes. Other listed 2025 grants included $2,551 each to Perkins School for the Blind, Odd Fellows Home of Massachusetts, Massachusetts Horticultural Society, New England Wildflower Society, Carroll Center for the Blind, Morgan Memorial Goodwill Industries, Boy Scouts of America – Mayflower Council, Yale Divinity School, CARE, US Funds for UNICEF, and the Salvation Army.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America N.A. is listed as trustee on the 2025 filing.
Ellis Charitable Fdn- Bal's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2019
2 hrs/week
$20K (2019) → $24K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $24K, to Bank of America N a (Trustee).
Frequently asked questions about Ellis Charitable Fdn- Bal
How much does Ellis Charitable Fdn- Bal give each year?
Ellis Charitable Fdn- Bal gave $64K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 14 grants.
What is Ellis Charitable Fdn- Bal's typical grant size?
Ellis Charitable Fdn- Bal's median grant in 2025 was $2,551, and its average grant was $4,906, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ellis Charitable Fdn- Bal that year got $10K on average.
Where does Ellis Charitable Fdn- Bal give grants?
Ellis Charitable Fdn- Bal gives mostly in Massachusetts: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (8%).
Does Ellis Charitable Fdn- Bal give general operating support?
Yes: 100% of Ellis Charitable Fdn- Bal's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ellis Charitable Fdn- Bal's largest grantees?
Ellis Charitable Fdn- Bal's largest 2025 grantees include Original Congregation Church of Wrentham ($33,162), Perkins School for the Blind ($2,551) and Odd Fellows Home of Massachusetts ($2,551), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Ellis Charitable Fdn- Bal?
Ellis Charitable Fdn- Bal reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $73K in qualifying distributions that year, against a required minimum of $84K (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 does Ellis Charitable Fdn- Bal fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Ellis Charitable Fdn- Bal?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ellis Charitable Fdn- Bal's EIN?
Ellis Charitable Fdn- Bal's EIN (Employer Identification Number) is 27-1490172. IRS Form 990 filing data is available on this page for 2019–2025.
Does Ellis Charitable Fdn- Bal accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
Live grants for the work Ellis Charitable Fdn- Bal funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Ellis Charitable Fdn- Bal's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Ellis Charitable Fdn- Bal funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/ellis-charitable-fdn-bal-morg_88b5db478b8f4008b15b6d61362558af
BibTeX
@misc{grantable_271490172_2026,
author = {{Grantable}},
title = {{Ellis Charitable Fdn- Bal funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ellis-charitable-fdn-bal-morg_88b5db478b8f4008b15b6d61362558af},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ellis Charitable Fdn- Bal's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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