Jeffery Wallace Ellis Trust

Private foundation · Grantmaker Hastings, NE EIN: 36-3494704

Jeffery Wallace Ellis Trust is a private foundation, based in Hastings, NE. IRS filing data is available from 2019 through 2021. In 2021, it awarded 6 grants totaling $2.3M. Net investment income was $113K.

Key facts about Jeffery Wallace Ellis Trust

In short: Jeffery Wallace Ellis Trust gave $2.3M across 6 grants in 2021 (avg $378K), mostly in Nebraska. Source: 2021 IRS Form 990-PF.

EIN
36-3494704
Latest 990 filing
Form 990-PF, 2021
Annual giving (2021)
$2,268,404
Grants made (2021)
6
Average grant
$378,067
Median grant
$37,500
Primary geography
Nebraska (96% of itemized 2021 grant dollars)

Data from IRS Form 990-PF, 2021; updated September 2026.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$2.3M

+2137.8% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$378K

+2510.8% YoY

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2021 grant dollars across all 6 itemized grants.

Cities

ClevelandHastingsOmahaWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M2 grants2019 7 grants2020 6 grants2021

From 2019 to 2021, annual grant giving ranged from $101K (2020) to $2.3M (2021). In 2021 it made 6 grants totaling $2.3M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2021

Hastings Community Foundationinc: $2.0MHastings CommunityFoundationinc$2.0MHastings College Foundation: $175KHastings College Foundation$175KCleveland Museum of Art: $55KCleveland Museum of Art$55KCleveland Orchestra: $20KCleveland Orchestra$20KSt Paul Church: $10KSt Paul Church$10KIdeastream: $5KIdeastream$5K

The largest 2021 recipient was Hastings Community Foundationinc ($2.0M). Together the top 6 received $2.3M.

Grant Size Distribution

15 grants across all recorded years

11<$50K2$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 11 grants of 15 (73%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Hastings Community Foundationinc Hastings, NEEducational (Including Scholarships) and Charitable$2,003,404
Hastings College Foundation Omaha, NEScholarships and Charitable$175,000
Cleveland Museum of Art Cleveland, OHCharitable$55,000
Cleveland Orchestra Cleveland, OHCharitable$20,000
St Paul Church Cleveland, OHCharitable$10,000
Ideastream Cleveland, OHCharitable$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2019 2020 2021
Metric202120202019
Total Assets—$2,184,084$2,165,493
Revenue$134,783$150,712$474,853
Expenses$2,318,867$132,121$152,505
Qualifying Distributions$2,297,279——
Net Investment Income$113,195$132,678$443,959
Distributable Amount—$109,235$107,667

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 20, 2020)
  2. IRS filings on file for fiscal years 2019–2021

Leadership & Key People

Officers and directors from IRS filings

Jeffery Wallace Ellis Trust is led by Eva Ellis, President & Trustee since 2020 (on filings since 2019); none of the 3 officers listed in 2021 report compensation.

Officers on the 2021 filing

  • Eva Ellis

    President & Trustee

    Secretary & Trustee → President & Trustee, 2020

    On filings since 2019

    5 hrs/week

    No compensation reported

  • Amanda Ellis-Thurber

    Secretary & Trustee

    Treasurer & Trustee → Secretary & Trustee, 2020

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Peter Ellis

    Vice President-Treasurer & Trustee

    Vice President & Trustee → Vice President-Treasurer & Trustee, 2020

    On filings since 2019

    0.5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Lloyd H. Ellis Jr. (2019) — President & Trustee

Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Jeffery Wallace Ellis Trust

How much does Jeffery Wallace Ellis Trust give each year?

Jeffery Wallace Ellis Trust gave $2.3M across 6 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $101K across 7 grants.

What is Jeffery Wallace Ellis Trust's typical grant size?

Jeffery Wallace Ellis Trust's median grant in 2021 was $37,500, and its average grant was $378,067, across 6 grants on its 2021 IRS Form 990-PF.

Where does Jeffery Wallace Ellis Trust give grants?

Jeffery Wallace Ellis Trust gives mostly in Nebraska: 96% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cleveland, OH (4 grants).

Does Jeffery Wallace Ellis Trust give general operating support?

Not in 2021: none of the 6 grants with a stated purpose on Jeffery Wallace Ellis Trust's 2021 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (4 grants).

Who are Jeffery Wallace Ellis Trust's largest grantees?

Jeffery Wallace Ellis Trust's largest 2021 grantees include Hastings Community Foundationinc ($2,003,404), Hastings College Foundation ($175,000) and Cleveland Museum of Art ($55,000), according to its 2021 IRS Form 990-PF. Together they received 98% of its itemized 2021 grant dollars.

What is Jeffery Wallace Ellis Trust's EIN?

Jeffery Wallace Ellis Trust's EIN (Employer Identification Number) is 36-3494704. IRS Form 990 filing data is available on this page for 2019–2021.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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