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Bertha Z Ellis Trust is a private corporation based in DALLAS, TX. The foundation received its IRS ruling in 1983. The principal officer is Bank Of America. It holds total assets of $472K. Annual income is reported at $97K. The foundation is governed by 1 officer or trustee. Tax records are available from 2017 to 2024. The foundation primarily funds organizations in Texas, New York and Massachusetts. According to available records, Bertha Z Ellis Trust has made 20 grants totaling $79K, with a median grant of $4K. Annual giving has grown from $21K in 2021 to $27K in 2024. Grantmaking activity was highest in 2023 with $32K distributed across 7 grants. Individual grants have ranged from $645 to $8K, with an average award of $4K. The foundation has supported 10 unique organizations. Grants have been distributed to organizations in Texas and New York and Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$645
Median Grant
$3K
Average Grant
$3K
Largest Grant
$6K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bertha Z Ellis Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in TX, NY, MA.
Bertha Z Ellis Trust has distributed a total of $79K across 20 grants. The median grant size is $4K, with an average of $4K. Individual grants have ranged from $645 to $8K.
The application deadline is SEPTEMBER 15. Charitable organizations serving suffering humanity in a worthwhile manner and for the benefit and relief of underprivileged persons.
Bertha Z Ellis Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $7K | $0 | $7K |
Total Giving
$36K
Total Assets
$457K
Fair Market Value
$553K
Net Worth
$457K
Grants Paid
$27K
Contributions
N/A
Net Investment Income
$12K
Distribution Amount
$25K
Total Grants
20
Total Giving
$79K
Average Grant
$4K
Median Grant
$4K
Unique Recipients
10
Most Common Grant
$3K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Unitarian Church Of DallasUNRESTRICTED GENERAL | Dallas, TX | $5K | 2024 |
| Mary Peterson Child CareUNRESTRICTED GENERAL | Corsicana, TX | $5K | 2024 |
| Medecins Sans Frontiers Usa IncUNRESTRICTED GENERAL | New York, NY | $5K | 2024 |
| Hadassah Foundation IncUNRESTRICTED GENERAL | New York, NY | $5K | 2024 |
| Unitarian Universalist ServiceUNRESTRICTED GENERAL | Cambridge, MA | $3K | 2024 |
| Navarro County Humane SocietyUNRESTRICTED GENERAL | Corsicana, TX | $3K | 2024 |
| North Texas Food BankUNRESTRICTED GENERAL | Plano, TX | $2K | 2023 |
| Hadassah Women'S ZionistUNRESTRICTED GENERAL | New York, NY | $6K | 2021 |
| Rainbow DaysUNRESTRICTED GENERAL | Dallas, TX | $645 | 2021 |
| Doctors Without Borders Usa IncUNRESTRICTED GENERAL | New York, NY | $645 | 2021 |