The Texas State Capitol

Form 990-PFTax year 2025EIN 75-6296558

Bertha Z Ellis Trust

A private foundation in Dallas, TX. Its return for tax year 2025 lists 6 grants and $24,113 paid in grants.

Tax year 2025 (period ending Mar 31, 2026), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact person
On file
Phone
On file
Email
On file
Mailing address
On file
Form and materials
On file
Deadlines
September 15
Restrictions
Charitable organizations serving suffering humanity in a worthwhile manner and for the benefit and relief of underprivileged persons

Contact person, phone, email, mailing address and application materials on file. See them with a plan.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $24,113

    Grants listed
    6
    Assets, end of year
    $525,728
  • Tax year 2024

    $21,435

    Grants listed
    6
    Assets, end of year
    $471,701
  • Tax year 2023

    $26,610

    Grants listed
    6
    Assets, end of year
    $457,467
  • Tax year 2022

    $32,179

    Grants listed
    7
    Assets, end of year
    $471,572
  • Tax year 2021

    $13,140

    Grants listed
    3
    Assets, end of year
    $527,833
  • Tax year 2020

    $20,580

    Grants listed
    7
    Assets, end of year
    $497,069
  • Tax year 2019

    $29,480

    Grants listed
    7
    Assets, end of year
    $435,765
  • Tax year 2018

    $22,495

    Grants listed
    6
    Assets, end of year
    $438,680

Grants paid in 2025

6 grants, largest first

As listed on the return.

  1. First Unitarian Church of DallasDallas, TX

    Unrestricted general

    $4,845
  2. Mary Peterson Child Care CenterCorsicana, TX

    Unrestricted general

    $4,845
  3. Unitarian Universalist Service CommitteeCambridge, MA

    Unrestricted general

    $4,000
  4. Cole ChabadBrooklyn, NY

    Unrestricted general

    $4,000
  5. YMCA of CorsicanaCorsicana, TX

    Unrestricted general

    $4,000
  6. Navarro County Humane SocietyCorsicana, TX

    Unrestricted general

    $2,423

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services2 grants $8,84569% of the total
  2. International aid1 grant $4,00031% of the total

By State

Grants to organizations with a US address, latest year.

  1. Texas4 grants $16,113
  2. Massachusetts1 grant $4,000
  3. New York1 grant $4,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Bank of AmericaTRUSTEE Hours 1Pay $8,542

The return

More foundations

Similar foundations

Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Minnie C Gerald TUWDallas, TX 6 grants Preselected only $24,216 giving
  2. John D & K A Johnston FoundationDallas, TX 7 grants Preselected only $23,500 giving
  3. Ida De'toma TrustDallas, TX 1 grant Preselected only $23,362 giving
  4. The Thomas Hawley FundDallas, TX 1 grant Preselected only $24,972 giving
  5. Anna M Foster TrustDallas, TX 3 grants Preselected only $25,071 giving