The Koch Ellis Fund
The Koch Ellis Fund is a private foundation based in New Haven, Connecticut. In 2024, it made 72 grants totaling $410,750 to organizations including educational institutions, community-serving nonprofits, a hospital, and a theater company.
The Koch Ellis Fund at a glance
In short: The Koch Ellis Fund gave $411K across 72 grants in 2024 (avg $6K), top state Connecticut. 22% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $410,750
- -13.4% vs 2023
- Grants made (2024)
- 72
- +4.3% vs 2023
- Average grant
- $5,705
- -17.0% vs 2023
- Median grant
- $1,000
- Total assets
- $1,762,718
- -24.8% vs 2023
- New grantees (estimate)
- 22% first-time grantees (16 of 72, 2024)
- Primary geography
- Connecticut (45% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Koch Ellis Fund
- How to Apply
-
The filing lists Charles Ellis, Trustee, as the contact. Form and materials, deadlines, and award restrictions are listed as N/A. The fund states that it does not restrict giving to preselected organizations.
- Contact
Application contact: Charles Ellis Trustee
Mailing address: 55 Highland Street, New Haven, CT 06511
Phone: (203) 752-3200
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Koch Ellis Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Hollins University ($150K). Together the top 10 received $337K.
Grant Size Distribution
306 grants across all recorded years
The most common grant size was under $50K: 292 grants of 306 (95%).
Geographic Focus
Where this funder awards grants
In 2024, Connecticut recipients received 45% of grant dollars, Virginia recipients 37%, and New York recipients 10%. Massachusetts received 3% and Florida 2%.
Grant Distribution by State
Share of 2024 grant dollars across all 72 itemized grants.
States
Cities
Is The Koch Ellis Fund open to new grantees?
22%
first-time grantees, 2024
In 2024, 16 of 72 grantees (22%) were first-time recipients. First grants averaged $6K; repeat grants $6K. How we count
Medians: $1K first-time, $1K repeat.
- 75% of 2024 grantees were also funded in 2023. Method
- Giving grew 26% from 2021 to 2024. Method
- In 2024 it paid out 232% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $250K (2022) to $579K (2020). In 2024 it made 72 grants totaling $411K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hollins University Roanoke, VA | Mink Cottage; Class of 1974 | $150,000 |
| Berkeley Divinity School of Yale New Haven, CT | Pedge Payment | $51,100 |
| United Way of Greater New Haven New Haven, CT | General Purpose | $44,500 |
| Harlem Academy New York, NY | General Purpose | $25,000 |
| Yale New Haven Hospital New Haven, CT | General Purpose | $20,100 |
| Trinity Church on the Green New Haven, CT | General Purpose | $17,750 |
| Fair Haven Community Healthcare New Haven, CT | General Purpose | $10,000 |
| Orange Congregational Church Orange, CT | General Purpose | $7,500 |
| New Haven Reads New Haven, CT | General Purpose | $6,000 |
| The Foote School New Haven, CT | General Purpose | $5,500 |
Ready to take the next step with The Koch Ellis Fund?
Financial History
Multi-year comparison from IRS filings
The fund’s filing type is Form 990-PF, a private foundation.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,762,718 | $-146,346 | $428,654 | $410,750 | 72 | $415,063 | $16,545 | $178,556 |
| 2023 | $2,343,261 | $231,978 | $480,805 | $474,475 | 69 | $475,918 | $230,728 | $139,322 |
| 2022 | $2,592,694 | $428,246 | $259,982 | $250,200 | 54 | $256,482 | $424,746 | $252,646 |
| 2021 | $2,417,041 | $-22,304 | $332,142 | $325,450 | 57 | $328,600 | — | $243,708 |
| 2020 | $2,838,099 | $529,783 | $585,735 | $578,981 | 54 | — | $526,179 | $212,648 |
Under IRS private-foundation payout rules, The Koch Ellis Fund reported a distributable amount of $179K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the fund is provided. Its 2024 grants included support for organizations whose own missions span different areas. Hollins University describes itself as an independent liberal arts university dedicated to academic excellence and humane values. United Way of Greater New Haven says it brings people and organizations together to address regional challenges in education, health, and financial stability. Harlem Academy describes its work as advancing opportunity for children and guiding them toward high academic achievement.
Other 2024 grantees describe work in patient care and community service (Yale New Haven Hospital), live theater (Palm Beach Dramaworks), research and support for people with genetic aortic and vascular conditions (The Marfan Foundation), and food assistance (Brookline Food Pantry).
Grantmaking
In 2024, the fund made 72 grants totaling $410,750. Grant amounts ranged from $100 to $150,000, with a median of $1,000.
The largest 2024 grants included $150,000 to Hollins University for “Mink Cottage; Class of 1974”; $51,100 to Berkeley Divinity School of Yale for “Pedge Payment”; $44,500 to United Way of Greater New Haven for general purposes; $25,000 to Harlem Academy for general purposes; and $20,100 to Yale New Haven Hospital for general purposes. Other grants included $17,750 to Trinity Church on the Green and $10,000 to Fair Haven Community Healthcare, both for general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Charles D. Ellis and Linda Koch Lorimer as trustees.
The Koch Ellis Fund's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Charles D. Ellis
Trustee
On filings since 2020
No compensation reported
Linda Koch Lorimer
Trustee
On filings since 2020
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 Koch Ellis Fund
How much does The Koch Ellis Fund give each year?
The Koch Ellis Fund gave $411K across 72 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $474K across 69 grants.
What is The Koch Ellis Fund's typical grant size?
The Koch Ellis Fund's median grant in 2024 was $1,000, and its average grant was $5,705, across 72 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Koch Ellis Fund that year got $6K on average.
Where does The Koch Ellis Fund give grants?
The Koch Ellis Fund's top state is Connecticut, with 45% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Virginia (37%) and New York (10%). The most frequent recipient cities were New Haven, CT (19 grants), New York, NY (13 grants), Hartford, CT (5 grants) and Boston, MA (4 grants).
Does The Koch Ellis Fund give general operating support?
Yes: 97% of The Koch Ellis Fund's 2024 grants with a stated purpose (70 of 72) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Koch Ellis Fund's largest grantees?
The Koch Ellis Fund's largest 2024 grantees include Hollins University ($150,000), Berkeley Divinity School of Yale ($51,100) and United Way of Greater New Haven ($44,500), according to its 2024 IRS Form 990-PF. Together they received 60% of its itemized 2024 grant dollars.
How large is The Koch Ellis Fund?
The Koch Ellis Fund reported $1.8M in total assets on its 2024 IRS Form 990-PF. It paid out $415K in qualifying distributions that year, against a required minimum of $179K (roughly 5% of its investment assets).
What does The Koch Ellis Fund fund?
No mission statement for the fund is provided. Its 2024 grants included support for organizations whose own missions span different areas. Hollins University describes itself as an independent liberal arts university dedicated to academic excellence and humane values. See mission & focus areas ↑
How do I apply for a grant from The Koch Ellis Fund?
The filing lists Charles Ellis, Trustee, as the contact. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Koch Ellis Fund's EIN?
The Koch Ellis Fund's EIN (Employer Identification Number) is 22-2505228. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Koch Ellis Fund funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Koch Ellis Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
The Rockefeller Foundation
New York, NY
The Rockefeller Foundation funds initiatives in energy access, sustainable food systems, health, climate, economic opportunity, and finance in the United States and around the world. In 2024, it made 381 grants, with a median grant of about $171,000, though awards ranged widely; it does not accept unsolicited requests and funds preselected organizations only.
Assets
$6.4B
Grants
381
Total Given
$233.2M
Synchrony Foundation
Stamford, CT
In 2024, Synchrony Foundation supported charitable organizations across workforce development, education, financial assistance, and giving, with grants ranging from $150 to $2.6 million and a median of $10,000. Its largest shares of grant funding went to Connecticut, New York, and South Carolina, followed by the District of Columbia and New Jersey; it does not accept unsolicited requests and funds preselected organizations only.
Assets
$72.3M
Grants
394
Total Given
$20.5M
The Community Foundation for Greater New Haven
New Haven, CT
The Community Foundation for Greater New Haven supports nonprofits working in civic vitality, arts and culture, health, and education across its 20-town Greater New Haven service area. Its 2024 grants had a median of $15,000, though amounts varied widely; it offers competitive, online application-based programs, but whether it accepts unsolicited requests is not stated.
Assets
$627.4M
Grants
505
Total Given
$23.4M
FJC
New York, NY
FJC supports nonprofits and fiscally sponsored charitable projects across areas including arts, education, social services, health, religion, and the environment, with grantmaking concentrated in New York and also reaching other U.S. states. In 2025, grants had a median of $17,200 and ranged from $5,040 to $2.8 million. The profile does not state whether FJC accepts unsolicited grant requests.
Assets
$462.3M
Grants
747
Total Given
$41.7M
Community Foundation of New Jersey
Morristown, NJ
The Community Foundation of New Jersey supports a broad range of causes, including arts, education, health, human services, and the environment, through donor-directed and other charitable funds. Its 2024 itemized grants had a median of $19,759, with awards ranging widely; its current health grant opportunity serves Morris and Somerset counties. Eligible New Jersey nonprofits may apply to specific grant opportunities, subject to each opportunity’s guidelines.
Assets
$1.0B
Grants
1,321
Total Given
$93.8M
More similar funders
More Funders in Connecticut
Cite this profile
Grantable. (2026). The Koch Ellis Fund funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/the-koch-ellis-fund-morg_132fd895532948248e637722b127903a
BibTeX
@misc{grantable_222505228_2026,
author = {{Grantable}},
title = {{The Koch Ellis Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-koch-ellis-fund-morg_132fd895532948248e637722b127903a},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Koch Ellis Fund'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.
The Koch Ellis Fund down — hundreds of funders to go?