Ttee Uw Marion N Ellis

DALLAS, TX EIN: 04-6295187

Ttee Uw Marion N Ellis is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 6 grants totaling $58K. Net investment income was $105K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

+3.1% YoY

Annual Giving

$58K

+27.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+27.8% YoY

Under IRS private-foundation payout rules, Ttee Uw Marion N Ellis reported a distributable amount of $60K for 2025 — the minimum it must pay out in qualifying distributions.

About Ttee Uw Marion N Ellis

Based on IRS filings

Ready to take the next step with Ttee Uw Marion N Ellis?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $222K (90%)

New York $25K (10%)

States

Massachusetts New York

Cities

BostonChathamHyannisNorth ChathamWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,040,940	$1,009,885	$994,514
Revenue	$118,121	$38,340	$-7,183
Expenses	$78,267	$63,493	$57,267
Qualifying Distributions	$65,243	$52,093	$42,112
Net Investment Income	$104,569	$24,343	$11,626
Distributable Amount	$60,148	$57,377	$52,238

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Trustees of First Methodist ($28,822), Morgan Memorial Goodwill Inc ($5,765), United Way of Cape Cod Inc ($5,765).

Recipient	Purpose	Amount
MORGAN MEMORIAL GOODWILL INC BOSTON, MA	UNRESTRICTED GENERAL	$5,765
UNITED WAY OF CAPE COD INC HYANNIS, MA	UNRESTRICTED GENERAL	$5,765
CITIZENS SCHOLARSHIP FDN NORTH CHATHAM, MA	UNRESTRICTED GENERAL	$5,765
CAPE COD HEALTHCARE FOUNDATION HYANNIS, MA	UNRESTRICTED GENERAL	$5,765
THE SALVATION ARMY WEST NYACK, NY	UNRESTRICTED GENERAL	$5,765
TRUSTEES OF FIRST METHODIST CHATHAM, MA	UNRESTRICTED GENERAL	$28,822

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$17,153

Frequently Asked Questions

How large is Ttee Uw Marion N Ellis?

As of 2025, Ttee Uw Marion N Ellis holds $1.0M in total assets with $118K in annual revenue. It awarded 6 grants totaling $58K in 2025.

Where does Ttee Uw Marion N Ellis operate?

Ttee Uw Marion N Ellis has awarded grants in Massachusetts, New York.

What size grants does Ttee Uw Marion N Ellis award?

In 2025, Ttee Uw Marion N Ellis awarded 6 grants totaling $58K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Ttee Uw Marion N Ellis required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ttee Uw Marion N Ellis reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.