Tr Ui Helen E Ellis
Tr Ui Helen E Ellis is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 3 grants totaling $57K. Net investment income was $115K.
Tr Ui Helen E Ellis at a glance
In short: Tr Ui Helen E Ellis gave $57K across 3 grants in 2025 (avg $19K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $57,000
- +3.9% vs 2024
- Grants made (2025)
- 3
- -40.0% vs 2024
- Average grant
- $19,000
- +73.2% vs 2024
- Median grant
- $7,500
- Total assets
- $1,089,287
- +5.3% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Tr Ui Helen E Ellis
Open Grants
1 open opportunity from Tr Ui Helen E Ellis
Who Tr Ui Helen E Ellis funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Town of Westport ($47K). Together the top 3 received $57K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 18 grants of 19 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Tr Ui Helen E Ellis gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 92% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $49K (2020) to $60K (2022). In 2025 it made 3 grants totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Town of Westport Westport, MA | Unrestricted General | $47,000 |
| Old Dartmouth Historical Society New Bedford, MA | Unrestricted General | $7,500 |
| Meeting Street Massachusetts Dartmouth, MA | Unrestricted General | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,089,287 | $118,351 | $63,705 | $57,000 | 3 | $58,187 | $114,847 | $63,504 |
| 2024 | $1,034,332 | $106,540 | $59,894 | $54,850 | 5 | $56,012 | $102,139 | $59,464 |
| 2023 | $988,725 | $33,536 | $58,141 | $54,000 | 4 | $55,125 | $27,418 | $54,016 |
| 2022 | $1,013,741 | $-26,022 | $69,102 | $60,000 | 4 | $61,011 | $18,194 | $55,238 |
| 2021 | $1,108,896 | $232,525 | $56,457 | $51,000 | 3 | $51,901 | $228,557 | $60,929 |
| 2020 | $931,717 | $83,729 | $53,077 | $49,360 | 4 | — | $81,238 | $51,729 |
| 2019 | $895,678 | $61,637 | $53,257 | $49,500 | 5 | — | $62,030 | $50,516 |
Under IRS private-foundation payout rules, Tr Ui Helen E Ellis reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Ui Helen E Ellis's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$1K (2019) → $2K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Bank of America (Trustee).
Frequently asked questions about Tr Ui Helen E Ellis
How much does Tr Ui Helen E Ellis give each year?
Tr Ui Helen E Ellis gave $57K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 5 grants.
What is Tr Ui Helen E Ellis's typical grant size?
Tr Ui Helen E Ellis's median grant in 2025 was $7,500, and its average grant was $19,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Tr Ui Helen E Ellis give grants?
Tr Ui Helen E Ellis gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Tr Ui Helen E Ellis give general operating support?
Yes: 100% of Tr Ui Helen E Ellis's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Tr Ui Helen E Ellis?
Tr Ui Helen E Ellis reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $64K (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.
What is Tr Ui Helen E Ellis's EIN?
Tr Ui Helen E Ellis's EIN (Employer Identification Number) is 04-6015314. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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