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Helen E Ellis Trust 28450013 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1991. It holds total assets of $1M. Annual income is reported at $246K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Massachusetts. According to available records, Helen E Ellis Trust 28450013 has made 12 grants totaling $163K, with a median grant of $5K. The foundation has distributed between $49K and $60K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $60K distributed across 4 grants. Individual grants have ranged from $2K to $51K, with an average award of $14K. The foundation has supported 6 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$5K
Average Grant
$12K
Largest Grant
$36K
Based on 4 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.
Helen E Ellis Trust 28450013 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in MA.
Helen E Ellis Trust 28450013 has distributed a total of $163K across 12 grants. The median grant size is $5K, with an average of $14K. Individual grants have ranged from $2K to $51K.
Helen E Ellis Trust 28450013 typically selects its grantees rather than accepting unsolicited proposals.
Helen E Ellis Trust 28450013 is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $1K | $0 | $1K |
Total Giving
$58K
Total Assets
$989K
Fair Market Value
$1.1M
Net Worth
$989K
Grants Paid
$54K
Contributions
N/A
Net Investment Income
$27K
Distribution Amount
$54K
Total Grants
12
Total Giving
$163K
Average Grant
$14K
Median Grant
$5K
Unique Recipients
6
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Town Of WestportUNRESTRICTED GENERAL | Westport, MA | $45K | 2023 |
| Lloyd Center For The EnvironmentUNRESTRICTED GENERAL | South Dartmouth, MA | $5K | 2023 |
| Ma Audubon SocietyUNRESTRICTED GENERAL | Lincoln, MA | $2K | 2023 |
| Meeting Street MassachusettsUNRESTRICTED GENERAL | Dartmouth, MA | $2K | 2023 |
| Buttonwood Park Zoological SocietySUPPORTS NATURE EDUCATIONAL | New Bedford, MA | $5K | 2020 |
| New Bedford Historical SocietySUPPORT COMMUNITY PROGRAMS | Dartmouth, MA | $5K | 2020 |