Tr Ui Helen E Ellis
EIN 046015314 Private FoundationTotal Given 2020–2024
$269K
20 grants · $54K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $3K–$13K
grant size
56%
supporter · 5/9 multi-year
repeat
$1.2M
Assets (2024)
9
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $49K | $1.2M | $84K | 4 |
| 2021 | $51K | $1.3M | $233K | 3 |
| 2022 | $60K | $1.0M | $-26K | 4 |
| 2023 | $54K | $1.1M | $34K | 4 |
| 2024 | $55K | $1.2M | $107K | 5 |
Grant Size Distribution
Based on 20 grants on record
Minimum
$2K
25th Pctl
$3K
Median
$5K
Average
$13K
75th Pctl
$13K
Maximum
$50K
Geographic Distribution
Officers & Directors
BA
Bank of America
5+ yrs
Trustee
BA
Bank of America
5+ yrs
Trustee
BA
Bank of America
5+ yrs
Trustee
BA
Bank of America
5+ yrs
Trustee
BA
Bank of America
5+ yrs
Trustee
Grants Awarded (20 total)
| Purpose | ||||
|---|---|---|---|---|
| Town of Westport | Westport, MA | $50,500 | UNRESTRICTED GENERAL | 2022 |
| Town of Westport | Westport, MA | $45,000 | UNRESTRICTED GENERAL | 2023 |
| Town of Westport | Westport, MA | $41,000 | SUPPORTS CULTURAL | 2021 |
| Town of Westport | Westport, MA | $40,000 | UNRESTRICTED GENERAL | 2024 |
| Town of Westport | Westport, MA | $36,000 | SUPPORTS CULTURAL | 2020 |
| Buttonwood Park Zoological Society | New Bedford, MA | $5,000 | SUPPORTS NATURE EDUCATIONAL | 2020 |
| New Bedford Historical Society | Dartmouth, MA | $5,000 | SUPPORT COMMUNITY PROGRAMS | 2020 |
| Buttonwood Park Zoological Society | New Bedford, MA | $5,000 | SUPPORTS NATURE EDUCATIONAL | 2021 |
| Katherine Nordell Lloyd Center | South Dartmouth, MA | $5,000 | SUPPORTS YOUTH EDUCATION | 2021 |
| Lloyd Center for the Environment | South Dartmouth, MA | $5,000 | UNRESTRICTED GENERAL | 2023 |
| Old Dartmouth Historical Society | New Bedford, MA | $5,000 | SUPPORTS | 2024 |
| Lloyd Center for the Environment | South Dartmouth, MA | $5,000 | UNRESTRICTED GENERAL | 2022 |
| Lloyd Center for the Environment | South Dartmouth, MA | $4,000 | UNRESTRICTED GENERAL | 2024 |
| Ma Audubon Society | Lincoln, MA | $3,360 | SUPPORTS EDUCATIONAL | 2020 |
| Zeiterion Performing Arts Center | New Bedford, MA | $3,350 | UNRESTRICTED GENERAL | 2024 |
| Meeting Street Massachusetts | Dartmouth, MA | $2,500 | UNRESTRICTED GENERAL | 2024 |
| Meeting Street Massachusetts | Dartmouth, MA | $2,500 | UNRESTRICTED GENERAL | 2022 |
| Ma Audubon Society | Lincoln, MA | $2,000 | UNRESTRICTED GENERAL | 2023 |
| Meeting Street Massachusetts | Dartmouth, MA | $2,000 | UNRESTRICTED GENERAL | 2023 |
| Ma Audubon Society | Lincoln, MA | $2,000 | UNRESTRICTED GENERAL | 2022 |
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