Private foundation (trust)EIN 756296558Est. 1983-04
BERTHA Z ELLIS TRUST
DALLAS, TX 752653067
Accepts unsolicited proposalsTotal Assets
$551K
FY 2024
Annual Giving
$21K
FY 2024
Grants Made
6
FY 2024
Avg Grant
$4K
FY 2024
Grant Range
$2K–$7K
Typical
Deadlines
September 15
Applications
Financial Snapshot
2024 filing
Total Revenue
$45K
Total Expenses
$32K
Qualifying Distributions
$25K
Distributable Amount
$28K
Min. Investment Return
$28K
Undistributed Income
$4K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
6 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
35 grants
Grant Size Distribution
35 grants
Geographic Focus
3 states
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