The Ellis Family Foundation
The Ellis Family Foundation is a private foundation, based in Estero, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $39K in total assets. In 2024, it awarded 8 grants totaling $30K. Net investment income was $52K.
Key facts about The Ellis Family Foundation
In short: The Ellis Family Foundation gave $30K across 8 grants in 2024 (avg $4K), top state Connecticut. Source: 2024 IRS Form 990-PF.
- EIN
- 06-6489334
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $30,000
- Grants made (2024)
- 8
- Average grant
- $3,750
- Median grant
- $2,550
- Total assets
- $38,559
- Primary geography
- Connecticut (48% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$39K
+128.4% YoY
Annual Giving
$30K
+61.7% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$4K
+41.5% YoY
Under IRS private-foundation payout rules, The Ellis Family Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
How The Ellis Family Foundation gives
- Giving grew 37% from 2021 to 2024. Method
- In 2024 it paid out 358% of its IRS minimum distribution (the 5% rule). 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
Share of 2024 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $17K (2020) to $30K (2024). In 2024 it made 8 grants totaling $30K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Appalachian Service Project ($10K). Together the top 8 received $30K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Appalachian Service Project Johnson City, TN | General Fund | $10,000 |
| Al's Angels Westport, CT | General Fund | $9,000 |
| Greenfield Hill Congregational Fairfield, CT | General Fund | $4,300 |
| Promedica Defiance Hosp Defiance, OH | General Fund | $3,500 |
| Shadow Wood Charitable Bonita Springs, FL | General Fund | $1,600 |
| Bigelow Tea Community Fairfield, CT | General Fund | $1,000 |
| Petaluma Educational Foundatn Petaluma, CA | General Fund | $300 |
| St Matthews House Naples, FL | General Fund | $300 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $38,559 | $16,880 | $33,280 |
| Revenue | $54,429 | $4,650 | $16,554 |
| Expenses | $32,750 | $21,050 | $25,750 |
| Qualifying Distributions | $30,000 | $18,550 | $23,350 |
| Net Investment Income | $51,679 | $2,150 | $14,154 |
| Distributable Amount | $8,386 | $6,524 | $7,966 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Ellis Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Charles Ellis
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Jane Ellis
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 The Ellis Family Foundation
How much does The Ellis Family Foundation give each year?
The Ellis Family Foundation gave $30K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $19K across 7 grants.
What is The Ellis Family Foundation's typical grant size?
The Ellis Family Foundation's median grant in 2024 was $2,550, and its average grant was $3,750, across 8 grants on its 2024 IRS Form 990-PF.
Where does The Ellis Family Foundation give grants?
The Ellis Family Foundation's top state is Connecticut, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Tennessee (33%) and Ohio (12%). The most frequent recipient cities were Fairfield, CT (2 grants).
Does The Ellis Family Foundation give general operating support?
Yes: 100% of The Ellis Family Foundation's 2024 grants with a stated purpose (8 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Ellis Family Foundation's largest grantees?
The Ellis Family Foundation's largest 2024 grantees include Appalachian Service Project ($10,000), Al's Angels ($9,000) and Greenfield Hill Congregational ($4,300), according to its 2024 IRS Form 990-PF. Together they received 78% of its itemized 2024 grant dollars.
How large is The Ellis Family Foundation?
The Ellis Family Foundation reported $39K in total assets on its 2024 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
What is The Ellis Family Foundation's EIN?
The Ellis Family Foundation's EIN (Employer Identification Number) is 06-6489334. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Ellis Family Foundation by hand.
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