Macdonnell J Ellsworth Charitable Trust Ua

DALLAS, TX EIN: 22-6550842

Macdonnell J Ellsworth Charitable Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $731K in total assets. In 2025, it awarded 5 grants totaling $30K. Net investment income was $60K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$731K

+2.8% YoY

Annual Giving

$30K

-7.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

-7.8% YoY

Under IRS private-foundation payout rules, Macdonnell J Ellsworth Charitable Trust Ua reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.

About Macdonnell J Ellsworth Charitable Trust Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $67K (40%)

Alabama $33K (20%)

Montana $33K (20%)

Virginia $33K (20%)

States

Alabama Connecticut Montana Virginia

Cities

ArlingtonAshlandHartfordMiddletownSelma

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$731,112	$711,489	$711,351
Revenue	$70,436	$24,568	$-5,959
Expenses	$46,114	$46,334	$46,007
Qualifying Distributions	$35,714	$37,826	$34,707
Net Investment Income	$60,414	$14,020	$7,719
Distributable Amount	$42,376	$39,365	$37,032

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Ccmc-connecticut Childrens' Medical Ctr ($6,052), Middlesex United Way Inc ($6,052), Missionhurst Cicm ($6,052).

Recipient	Purpose	Amount
CCMC-CONNECTICUT CHILDRENS' MEDICAL CTR HARTFORD, CT	UNRESTRICTED GENERAL	$6,052
MIDDLESEX UNITED WAY INC MIDDLETOWN, CT	UNRESTRICTED GENERAL	$6,052
MISSIONHURST CICM ARLINGTON, VA	UNRESTRICTED GENERAL	$6,052
FATHERS OF ST EDMUND SOUTHERN MISSIONS SELMA, AL	UNRESTRICTED GENERAL	$6,052
ST LABRE INDIAN SCHOOL ASHLAND, MT	UNRESTRICTED GENERAL	$6,052

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$12,385

Frequently Asked Questions

How large is Macdonnell J Ellsworth Charitable Trust Ua?

As of 2025, Macdonnell J Ellsworth Charitable Trust Ua holds $731K in total assets with $70K in annual revenue. It awarded 5 grants totaling $30K in 2025.

Where does Macdonnell J Ellsworth Charitable Trust Ua operate?

Macdonnell J Ellsworth Charitable Trust Ua has awarded grants in Alabama, Connecticut, Montana, Virginia.

What size grants does Macdonnell J Ellsworth Charitable Trust Ua award?

In 2025, Macdonnell J Ellsworth Charitable Trust Ua awarded 5 grants totaling $30K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Macdonnell J Ellsworth Charitable Trust Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Macdonnell J Ellsworth Charitable Trust Ua reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Macdonnell J Ellsworth Charitable Trust Ua's EIN?

Macdonnell J Ellsworth Charitable Trust Ua's EIN (Employer Identification Number) is 22-6550842. IRS Form 990 filing data is available on this page for 2021–2025.