Bertha Z Ellis Trust
EIN 756296558 Private FoundationTotal Given 2017–2025
$170K
44 grants · $19K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$4K
typical micro grants · $2K–$5K
grant size
71%
deep partner · 10/14 multi-year
repeat
$551K
Assets (2025)
14
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BANK OF AMERICA N A
Phone
(888) 866-3275
Deadlines
SEPTEMBER 15
How to Apply
REQUEST APPLICATION
Restrictions
CHARITABLE ORGANIZATIONS SERVING SUFFERING HUMANITY IN A WORTHWHILE MANNER AND FOR THE BENEFIT AND RELIEF OF UNDERPRIVILEGED PERSONS
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $17K | $469K | $18K | 4 |
| 2018 | $17K | $503K | $44K | 5 |
| 2019 | $22K | $483K | $23K | 6 |
| 2021 | $21K | $590K | $37K | 7 |
| 2022 | $13K | $585K | $103K | 3 |
| 2023 | $32K | $500K | $-14K | 7 |
| 2024 | $27K | $553K | $19K | 6 |
| 2025 | $21K | $551K | $45K | 6 |
Grant Size Distribution
Based on 44 grants on record
Minimum
$645
25th Pctl
$2K
Median
$4K
Average
$4K
75th Pctl
$5K
Maximum
$8K
Geographic Distribution
Texas Counties Served
59.1% of US grants
· Rank #1 of 3 states
$93K across
26 grants
3 of 254 counties
Top 3 counties
- 1 Navarro
- 2 Dallas
- 3 Collin
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
Grants Awarded (44 total)
| Purpose | ||||
|---|---|---|---|---|
| Mary Peterson Child Care | Corsicana, TX | $7,617 | UNRESTRICTED GENERAL | 2023 |
| Unitarian Universalist Service | Cambridge, MA | $7,130 | UNRESTRICTED GENERAL | 2023 |
| Hadassah Women'S Zionist | New York, NY | $7,000 | UNRESTRICTED GENERAL | 2019 |
| Hadassah Women'S Zionist | New York, NY | $7,000 | UNRESTRICTED GENERAL | 2018 |
| Colel Chabad | Brooklyn, NY | $6,702 | UNRESTRICTED GENERAL | 2025 |
| Hadassah Women'S Zionist | New York, NY | $6,000 | UNRESTRICTED GENERAL | 2021 |
| Hadassah Foundation Inc | New York, NY | $6,000 | UNRESTRICTED GENERAL | 2023 |
| Mary Peterson Child Care | Corsicana, TX | $5,444 | UNRESTRICTED GENERAL | 2024 |
| First Unitarian Church of Dallas | Dallas, TX | $5,444 | UNRESTRICTED GENERAL | 2024 |
| Mary Peterson Child Care | Corsicana, TX | $5,256 | UNRESTRICTED GENERAL | 2022 |
| First Unitarian Church of Dallas | Dallas, TX | $5,256 | UNRESTRICTED GENERAL | 2022 |
| First Unitarian Church of Dallas | Dallas, TX | $5,142 | UNRESTRICTED GENERAL | 2017 |
| Medecins Sans Frontiers Usa Inc | New York, NY | $5,000 | UNRESTRICTED GENERAL | 2024 |
| Hadassah Foundation Inc | New York, NY | $5,000 | UNRESTRICTED GENERAL | 2024 |
| Hadassah Women'S Zionist | New York, NY | $5,000 | UNRESTRICTED GENERAL | 2017 |
| First Unitarian Church of Dallas | Dallas, TX | $4,765 | UNRESTRICTED GENERAL | 2019 |
| Mary Peterson Child Care | Corsicana, TX | $4,293 | UNRESTRICTED GENERAL | 2025 |
| First Unitarian Church of Dallas | Dallas, TX | $4,293 | UNRESTRICTED GENERAL | 2025 |
| Mary Peterson Child Care | Corsicana, TX | $4,116 | UNRESTRICTED GENERAL | 2021 |
| First Unitarian Church of Dallas | Dallas, TX | $4,116 | UNRESTRICTED GENERAL | 2021 |
| First Unitarian Church of Dallas | Dallas, TX | $4,029 | UNRESTRICTED GENERAL | 2018 |
| Navarro County Humane Society | Corsicana, TX | $3,808 | UNRESTRICTED GENERAL | 2023 |
| Doctors Without Borders Usa Inc | New York, NY | $3,571 | UNRESTRICTED GENERAL | 2017 |
| First Unitarian Church of Dallas | Dallas, TX | $3,487 | UNRESTRICTED GENERAL | 2023 |
| Mary Peterson Child Care | Corsicana, TX | $3,433 | UNRESTRICTED GENERAL | 2019 |
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