Funder DirectoryTR UI HELEN E ELLIS
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Private foundation (trust)EIN 046015314Est. 1991-06

TR UI HELEN E ELLIS

DALLAS, TX 752653067

Total Assets

$1.2M

FY 2024

Annual Giving

$55K

FY 2024

Grants Made

5

FY 2024

Avg Grant

$11K

FY 2024

Grant Range

$3K–$40K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$107K

Total Expenses

$60K

Qualifying Distributions

$56K

Distributable Amount

$59K

Min. Investment Return

$61K

Undistributed Income

$56K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $3K through median $4K to maximum $40K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $60K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

20 grants

TOWN OF WESTPORT
$213K
5 grants
LLOYD CENTER FOR THE ENVIRONMENT
$14K
3 grants
BUTTONWOOD PARK ZOOLOGICAL SOCIETY
$10K
2 grants
MA AUDUBON SOCIETY
$7K
3 grants
MEETING STREET MASSACHUSETTS
$7K
3 grants
OLD DARTMOUTH HISTORICAL SOCIETY
$5K
1 grant
KATHERINE NORDELL LLOYD CENTER
$5K
1 grant
NEW BEDFORD HISTORICAL SOCIETY
$5K
1 grant

Grant Size Distribution

20 grants

<$10K
15
grants
$10–50K
4
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Massachusetts
$269K
100% of total

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TR UI HELEN E ELLIS — Grants, Financials & Contact | Grantivo