Ellis Charitable Fdn- Bal
Ellis Charitable Fdn- Bal is a private foundation, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 13 grants totaling $64K. Net investment income was $85K.
Key facts about Ellis Charitable Fdn- Bal
In short: Ellis Charitable Fdn- Bal gave $64K across 13 grants in 2025 (avg $5K), mostly in Massachusetts. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-1490172
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $63,774
- Grants made (2025)
- 13
- Average grant
- $4,906
- Median grant
- $2,551
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2025)
- Total assets
- $1,339,929
- Primary geography
- Massachusetts (80% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
+0.7% YoY
Annual Giving
$64K
+9.5% YoY
Grant Count
13
-7.1% YoY
Avg Grant Size
$5K
+18.0% YoY
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.
Is Ellis Charitable Fdn- Bal open to new grantees?
38%
first-time grantees, 2025
In 2025, 5 of 13 grantees (38%) were first-time recipients. First grants averaged $9K; repeat grants $3K. How we count
Medians: $3K first-time, $3K repeat.
- 62% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 13 itemized 2025 grant dollars.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,339,929 | $1,330,610 | $1,292,560 |
| Revenue | $100,566 | $120,266 | $56,818 |
| Expenses | $91,207 | $82,291 | $82,422 |
| Qualifying Distributions | $73,332 | $71,592 | $73,045 |
| Net Investment Income | $85,123 | $110,493 | $46,070 |
| Distributable Amount | $83,839 | $77,144 | $70,236 |
Data update history
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)
Leadership & Key People
Officers and directors from IRS filings
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 $9K 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).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Ellis Charitable Fdn- Bal by hand.
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