Bertha Z Ellis Trust
Accepts applications
Bertha Z Ellis Trust is a private foundation in Dallas, Texas. In tax year 2025 it gave $24,113 in 6 grants; the typical grant was $4,000 and the largest $4,845. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$24,113
- Number of grants6
- Typical grant$4,000
- Largest grant$4,845
- Assets$601,991
- New grantees33%
Giving in 2025 was up from $21,435 the year before.
33% of its 2025 grantees had not received a grant from it the year before, a mix of repeat and new grantees.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $26,610 | 6 | $552,573 |
| 2024 | $21,435 | 6 | $550,529 |
| 2025 | $24,113 | 6 | $601,991 |
How to apply
| Contact | Gerald Barclay - Bank of America N 3455 Peachtree Rd NE FL 16, Atlanta, GA 30326 |
|---|---|
| Phone or email | (404) 264-3835 |
| What to submit | Request application |
| Deadlines | September 15 |
| Restrictions | Charitable organizations serving suffering humanity in a worthwhile manner and for the benefit and relief of underprivileged persons |
What Bertha Z Ellis Trust funds
Where it gives
Its grants went to recipients in 3 states, the most to Texas.
| State | Grants | Amount |
|---|---|---|
| Texas | 4 | $16,113 |
| Massachusetts | 1 | $4,000 |
| New York | 1 | $4,000 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| First Unitarian Church of Dallas | Unrestricted general | $4,845 |
| Mary Peterson Child Care Center | Unrestricted general | $4,845 |
| Unitarian Universalist Service Committee | Unrestricted general | $4,000 |
| Cole Chabad | Unrestricted general | $4,000 |
| YMCA of Corsicana | Unrestricted general | $4,000 |
| Navarro County Humane Society | Unrestricted general | $2,423 |
Officers and trustees
- Bank of America
Questions people ask
Does Bertha Z Ellis Trust accept grant applications?
Yes. Its latest IRS filing says it accepts applications, with this on deadlines: September 15.
How much does Bertha Z Ellis Trust give?
$24,113 in tax year 2025, across 6 grants, with a typical grant of $4,000.
Who runs Bertha Z Ellis Trust?
Its 2025 filing lists Bank of America (Trustee).
What does Bertha Z Ellis Trust fund?
Based on its grants, mainly faith communities.