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

5

+25.0% YoY

Avg Grant Size

$11K

-18.7% YoY

About Tr Ui Helen E Ellis

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

DartmouthLincolnNew BedfordSouth DartmouthWestport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$64K$128K$192K$256K20202021202220232024
Metric202420232022
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

$0$15K$30K$45K$60K4 grants20203 grants20214 grants20224 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

TOWN OF WESTPORT$40KOLD DARTMOUTH HISTORICAL…$5KLLOYD CENTER FOR THE ENV…$4KZEITERION PERFORMING ART…$3KMEETING STREET MASSACHUS…$3K

Grant Size Distribution

20 grants across all recorded years

19<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Tr Ui Helen E Ellis

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$1,567

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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