Tr Ui Helen E Ellis
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
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
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.
Ready to take the next step with Tr Ui Helen E Ellis?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Tr Ui Helen E Ellis's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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