RG & Ek Ellis Memorial Fund
RG & Ek Ellis Memorial Fund is a private foundation, based in Chicago, IL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $97K in total assets. In 2026, it made $1K in qualifying distributions. Net investment income was $5K.
Key facts about RG & Ek Ellis Memorial Fund
- EIN
- 36-7427412
- Latest 990 filing
- Form 990-PF, 2026
- Total assets
- $96,648
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$97K
+3.7% YoY
Revenue
$6K
-21.8% YoY
Qualifying Distributions
$1K
+5.5% YoY
Expenses
$3K
+8.0% YoY
Under IRS private-foundation payout rules, RG & Ek Ellis Memorial Fund reported a distributable amount of $6K for 2026 — the minimum it must pay out in qualifying distributions.
How RG & Ek Ellis Memorial Fund gives
- Giving fell 36% from 2021 to 2024. Method
- In 2026 it paid out 21% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $4K (2024) to $7K (2023). In 2024 it made 1 grant totaling $4K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2026.
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $96,648 | $93,217 | $90,446 |
| Revenue | $6,161 | $7,881 | $5,496 |
| Expenses | $2,727 | $2,526 | $6,721 |
| Qualifying Distributions | $1,290 | $1,223 | $5,289 |
| Net Investment Income | $4,848 | $6,636 | $4,109 |
| Distributable Amount | $6,127 | $5,524 | $5,065 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 5, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 19, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 5, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 1, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 21, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 15, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
RG & Ek Ellis Memorial Fund's only listed officer is BMO Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2026 filing
BMO Bank N A
Trustee
On filings since 2024
2 hrs/week
$3K (2024) → $3K (2026)
Former officers (1)
- Former: BMO Harris Bank NA (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $3K, to BMO Bank N a (Trustee).
Frequently asked questions about RG & Ek Ellis Memorial Fund
How large is RG & Ek Ellis Memorial Fund?
RG & Ek Ellis Memorial Fund reported $97K in total assets on its 2026 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $6K (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.
Where does RG & Ek Ellis Memorial Fund operate?
RG & Ek Ellis Memorial Fund has awarded grants in Illinois.
What is RG & Ek Ellis Memorial Fund's EIN?
RG & Ek Ellis Memorial Fund's EIN (Employer Identification Number) is 36-7427412. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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