The Ellis Family Foundation

Private foundation · Grantmaker Estero, FL EIN: 06-6489334

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.

The Ellis Family Foundation at a glance

In short: The Ellis Family Foundation gave $30K across 8 grants in 2024 (avg $4K), top state Connecticut. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$30,000
+61.7% vs 2023
Grants made (2024)
8
+14.3% vs 2023
Average grant
$3,750
+41.5% vs 2023
Median grant
$2,550
Total assets
$38,559
+128.4% vs 2023
Primary geography
Connecticut (48% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Ellis Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Appalachian Service Project: $10KAppalachian Service Project$10KAl's Angels: $9KAl's Angels$9KGreenfield Hill Congregational: $4KGreenfield Hill Congregational$4KPromedica Defiance Hosp: $4KPromedica Defiance Hosp$4KShadow Wood Charitable: $2KShadow Wood Charitable$2KBigelow Tea Community: $1KBigelow Tea Community$1KPetaluma Educational Foundatn: $300Petaluma Educational Foundatn$300St Matthews House: $300St Matthews House$300

The largest 2024 recipient was Appalachian Service Project ($10K). Together the top 8 received $30K.

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 40 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of 2024 grant dollars across all 8 itemized grants.

Cities

FairfieldNaplesWestportDefianceJohnson CityPetalumaDes MoinesBonita SpringsChicagoDenverFort MyersHendersonLake Dallas

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K10 grants2020 8 grants2021 7 grants2022 7 grants2023 8 grants2024

From 2020 to 2024, annual grant giving ranged from $17K (2020) to $30K (2024). In 2024 it made 8 grants totaling $30K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Appalachian Service Project Johnson City, TNGeneral Fund$10,000
Al's Angels Westport, CTGeneral Fund$9,000
Greenfield Hill Congregational Fairfield, CTGeneral Fund$4,300
Promedica Defiance Hosp Defiance, OHGeneral Fund$3,500
Shadow Wood Charitable Bonita Springs, FLGeneral Fund$1,600
Bigelow Tea Community Fairfield, CTGeneral Fund$1,000
Petaluma Educational Foundatn Petaluma, CAGeneral Fund$300
St Matthews House Naples, FLGeneral Fund$300
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$38,559$54,429$32,750$30,0008$30,000$51,679$8,386
2023$16,880$4,650$21,050$18,5507$18,550$2,150$6,524
2022$33,280$16,554$25,750$23,3507$23,350$14,154$7,966
2021$102,860$3,766$24,250$21,9508$21,950$1,466$10,838
2020$123,344$11,818$18,950$16,65010—$9,518$10,446

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.

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.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Ellis Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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