Tr Ui Helen E Ellis

DALLAS, TX EIN: 04-6015314

Tr Ui Helen E Ellis is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 5 grants totaling $55K. Net investment income was $102K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+4.6% YoY

Annual Giving

$55K

+1.6% YoY

Grant Count

+25.0% YoY

Avg Grant Size

$11K

-18.7% YoY

Under IRS private-foundation payout rules, Tr Ui Helen E Ellis reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Ui Helen E Ellis

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $269K (100%)

States

Massachusetts

Cities

DartmouthLincolnNew BedfordSouth DartmouthWestport

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,034,332	$988,725	$1,013,741
Revenue	$106,540	$33,536	$-26,022
Expenses	$59,894	$58,141	$69,102
Qualifying Distributions	$56,012	$55,125	$61,011
Net Investment Income	$102,139	$27,418	$18,194
Distributable Amount	$59,464	$54,016	$55,238

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Open Grants

1 open opportunity from Tr Ui Helen E Ellis

Foundation

Helen E. Ellis Charitable Trust Grant

TR UI HELEN E ELLIS

Amount

US $1,500 - US $20,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Town of Westport ($40,000), Old Dartmouth Historical Society ($5,000), Lloyd Center for the Environment ($4,000).

Recipient	Purpose	Amount
LLOYD CENTER FOR THE ENVIRONMENT SOUTH DARTMOUTH, MA	UNRESTRICTED GENERAL	$4,000
ZEITERION PERFORMING ARTS CENTER NEW BEDFORD, MA	UNRESTRICTED GENERAL	$3,350
OLD DARTMOUTH HISTORICAL SOCIETY NEW BEDFORD, MA	SUPPORTS	$5,000
MEETING STREET MASSACHUSETTS DARTMOUTH, MA	UNRESTRICTED GENERAL	$2,500
TOWN OF WESTPORT WESTPORT, MA	UNRESTRICTED GENERAL	$40,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$1,567

Frequently Asked Questions

How large is Tr Ui Helen E Ellis?

As of 2024, Tr Ui Helen E Ellis holds $1.0M in total assets with $107K in annual revenue. It awarded 5 grants totaling $55K in 2024.

Where does Tr Ui Helen E Ellis operate?

Tr Ui Helen E Ellis has awarded grants in Massachusetts.

What size grants does Tr Ui Helen E Ellis award?

In 2024, Tr Ui Helen E Ellis awarded 5 grants totaling $55K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Tr Ui Helen E Ellis required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ui Helen E Ellis reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.