Warren E Ellis Trust Uw
Warren E Ellis Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $700K in total assets. In 2025, it awarded 1 grant totaling $28K. Net investment income was $67K.
Warren E Ellis Trust Uw at a glance
In short: Warren E Ellis Trust Uw gave $28K across 1 grant in 2025 (avg $28K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,220
- +8.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $28,220
- +8.0% vs 2024
- Median grant
- $28,220
- Total assets
- $700,310
- +4.7% 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.
Who Warren E Ellis Trust Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Bethany Community Services ($28K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Warren E Ellis Trust Uw gives
- In 2025 it paid out 83% 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 2023 to 2025, annual grant giving ranged from $26K (2024) to $181K (2023). In 2025 it made 1 grant totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethany Community Services Haverhill, MA | Unrestricted General | $28,220 |
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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 | $700,310 | $75,938 | $44,554 | $28,220 | 1 | $33,651 | $66,984 | $40,707 |
| 2024 | $668,738 | $71,026 | $40,022 | $26,125 | 1 | $31,258 | $59,769 | $38,090 |
| 2023 | $638,449 | $25,501 | $197,536 | $181,305 | 1 | $189,477 | $17,594 | $35,897 |
| 2022 | $810,420 | $-22,287 | $18,982 | — | — | $9,230 | $6,813 | $42,375 |
| 2021 | $851,627 | $171,819 | $27,630 | — | — | $13,776 | $161,049 | $45,775 |
| 2020 | $703,604 | $58,715 | $14,613 | — | — | — | $50,634 | $38,016 |
Under IRS private-foundation payout rules, Warren E Ellis Trust Uw reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Warren E Ellis Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$11K (2020) → $12K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $12K, to Bank of America (Trustee).
Frequently asked questions about Warren E Ellis Trust Uw
How much does Warren E Ellis Trust Uw give each year?
Warren E Ellis Trust Uw gave $28K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 1 grant.
How large is Warren E Ellis Trust Uw?
Warren E Ellis Trust Uw reported $700K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $41K (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.
Where does Warren E Ellis Trust Uw operate?
Warren E Ellis Trust Uw has awarded grants in Massachusetts.
What is Warren E Ellis Trust Uw's EIN?
Warren E Ellis Trust Uw's EIN (Employer Identification Number) is 04-6095570. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 30, 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 May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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