The Estelle S and Robert a Long Ellis

Foundation · Grantmaker Kansas City, MO EIN: 20-1034910

The Estelle S and Robert a Long Ellis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Kansas City, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 22 grants totaling $345K. Net investment income was $397K.

Key facts about The Estelle S and Robert a Long Ellis

EIN: 20-1034910
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $345,000
Grants made (2024): 22
Average grant: $15,682
Median grant: $10,000
New grantees (estimate): 36% first-time grantees (8 of 22, 2024)
Total assets: $5,198,255
Primary geography: Missouri (71% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who The Estelle S and Robert a Long Ellis funds

By grant dollars, the top recipient states for The Estelle S and Robert a Long Ellis's 22 itemized 2024 grants were Missouri (71%) and Kansas (29%). The most frequent recipient cities were Kansas City, MO (15 grants), Overland Park, KS (3 grants) and Parkville, MO (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is The Estelle S and Robert a Long Ellis open to new grantees?

36%

first-time grantees, 2024

In 2024, 8 of 22 grantees (36%) were first-time recipients. First grants averaged $10K; repeat grants $19K. How we count

Medians: $10K first-time, $10K repeat.

50% of 2024 grantees were also funded in 2023. Method
Giving held roughly steady from 2021 to 2024 (+19%). Method
In 2024 it paid out 103% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with The Estelle S and Robert a Long Ellis

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.2M

+0.7% YoY

Annual Giving

$345K

-3.1% YoY

Grant Count

+37.5% YoY

Avg Grant Size

$16K

-29.5% YoY

Under IRS private-foundation payout rules, The Estelle S and Robert a Long Ellis reported a distributable amount of $336K for 2024 — the minimum it must pay out in qualifying distributions.

About The Estelle S and Robert a Long Ellis

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $245K (71%)

Kansas $100K (29%)

Share of all 22 itemized 2024 grant dollars.

States

Kansas Missouri

Cities

Kansas CityOverland ParkParkvilleLawrenceKingsvilleOlatheShawnee Mission

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,198,255	$5,160,159	$5,323,978
Revenue	$430,331	$272,390	$544,596
Expenses	$392,235	$436,209	$461,838
Qualifying Distributions	$345,000	$356,000	$382,500
Net Investment Income	$396,735	$229,065	$483,261
Distributable Amount	$336,167	$305,370	$320,076

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

89 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Spencer Museum of Art-Ku Endowment ($75,000), Kansas City Ballet ($50,000), National Wwi Museum and Memorial ($50,000).

Recipient	Purpose	Amount
SPENCER MUSEUM OF ART-KU ENDOWMENT Lawrence, KS	OPERATING SUPPORT	$75,000
KANSAS CITY BALLET Kansas City, MO	OPERATING SUPPORT	$50,000
NATIONAL WWI MUSEUM AND MEMORIAL Kansas City, MO	OPERATING SUPPORT	$50,000
NATIONAL TOY AND MINIATURE MUSEUM Kansas City, MO	OPERATING SUPPORT	$25,000
KANSAS SCHOOL OF CLASSICAL BALLET Overland Park, KS	OPERATING SUPPORT	$15,000
GILDA'S CLUB KANSAS CITY Kansas City, MO	OPERATING SUPPORT	$10,000
INDEPENDENCE BOULEVARD CHRISTIAN CHURCH Kansas City, MO	OPERATING SUPPORT	$10,000
KANSAS CITY YOUNG AUDIENCES Kansas City, MO	OPERATING SUPPORT	$10,000
LYRIC OPERA Kansas City, MO	OPERATING SUPPORT	$10,000
PARK UNIVERSITY Parkville, MO	OPERATING SUPPORT	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Jonathan N Dilly	VP, Treasurer, Assis. Sec., Director	—	—
James H Bernard Jr	President, Secretary, Director	—	—
Anastasia M Bernard	Vice President, Director	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Estelle S and Robert a Long Ellis?

The Estelle S and Robert a Long Ellis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Kansas City, MO. It holds $5.2M in total assets as of 2024.

How large is The Estelle S and Robert a Long Ellis?

As of 2024, The Estelle S and Robert a Long Ellis holds $5.2M in total assets with $430K in annual revenue. It awarded 22 grants totaling $345K in 2024.

Where does The Estelle S and Robert a Long Ellis operate?

The Estelle S and Robert a Long Ellis has awarded grants in Kansas, Missouri.

What size grants does The Estelle S and Robert a Long Ellis award?

In 2024, The Estelle S and Robert a Long Ellis awarded 22 grants totaling $345K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is The Estelle S and Robert a Long Ellis required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Estelle S and Robert a Long Ellis reported a distributable amount of $336K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Estelle S and Robert a Long Ellis's EIN?

The Estelle S and Robert a Long Ellis's EIN (Employer Identification Number) is 20-1034910. IRS Form 990 filing data is available on this page for 2020–2024.