STRATEGY STUDIO / PUBLIC DATA EXPLORER

BERTHA Z ELLIS TRUST

Cite this

Plain text BERTHA Z ELLIS TRUST. Strategy Studio, nonprofit organization profile, tax years 2016–2025. https://strategystudio.org/org/756296558. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). BERTHA Z ELLIS TRUST [Nonprofit organization profile; tax years 2016–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/756296558

MLA “BERTHA Z ELLIS TRUST.” Strategy Studio, tax years 2016–2025, https://strategystudio.org/org/756296558. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2016–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $76K · expenses $36K · assets $526K

EIN
75-6296558
Address
PO BOX 653067, DALLAS, TX 75265-3067
NTEE code
-
Subsection
501(c)(3)
Ruling year
1983
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Bank Of America Institution TRUSTEE2016-2025 $8,542$73,585 4368

People by year

2025 · 1 person listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $8,542-- $8,5424368
2024 · 1 person listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $7,981-- $7,9814368
2023 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $7,234-- $7,2344368
2022 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $7,105-- $7,1054368
2021 · 1 person listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $8,526-- $8,5264368
2020 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $7,275-- $7,2754368
2019 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $6,901-- $6,9014368
2018 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $6,843-- $6,8434368
2017 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $6,855-- $6,8554368
2016 · 1 person listed · 1 paid, $6K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $6,323-- $6,3234368

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 6 grants to organizations · $24K
2024 · 6 grants to organizations · $21K
2023 · 6 grants to organizations · $27K
2022 · 7 grants to organizations · $32K
2021 · 3 grants to organizations · $13K
2020 · 7 grants to organizations · $21K
2019 · 7 grants to organizations · $29K
2018 · 6 grants to organizations · $22K
2017 · 5 grants to organizations · $17K
2016 · 4 grants to organizations · $17K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2026-03-31 · view filing · original 990 ↗
$75,751$35,920 $525,728$525,728 -- $8,542--
2024 · Form 990PF period ending 2025-03-31 · view filing · original 990 ↗
$44,551$31,701 $471,701$471,701 -- $7,981--
2023 · Form 990PF period ending 2024-03-31 · view filing · original 990 ↗
$19,246$35,726 $457,467$457,467 -- $7,234--
2022 · Form 990PF period ending 2023-03-31 · view filing · original 990 ↗
-$13,599$43,415 $471,572$471,572 -- $7,105--
2021 · Form 990PF period ending 2022-03-31 · view filing · original 990 ↗
$103,051$24,223 $527,833$527,833 -- $8,526--
2020 · Form 990PF period ending 2021-03-31 · view filing · original 990 ↗
$37,102$29,867 $497,069$497,069 -- $7,275--
2019 · Form 990PF period ending 2020-03-31 · view filing · original 990 ↗
$37,234$37,989 $435,765$435,765 -- $6,901--
2018 · Form 990PF period ending 2019-03-31 · view filing · original 990 ↗
$23,473$32,279 $438,680$438,680 -- $6,843--
2017 · Form 990PF period ending 2018-03-31 · view filing · original 990 ↗
$44,242$25,600 $453,071$453,071 -- $6,855--
2016 · Form 990PF period ending 2017-03-31 · view filing · original 990 ↗
$17,756$25,523 $435,173$435,173 -- $6,323--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

No similar organizations found.

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $35,920 spent · pay $8,542 · grants $24,113 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $24,113 67.1%
Pay: officers, directors, trustees $8,542 23.8%
Taxes $1,735 4.8%
Fees: accounting $1,250 3.5%
Other expenses $280 0.8%
Total$35,920100%

View the filing

2024 · Form 990PF · $31,701 spent · pay $7,981 · grants $21,435 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $21,435 67.6%
Pay: officers, directors, trustees $7,981 25.2%
Fees: accounting $1,250 3.9%
Taxes $729 2.3%
Other expenses $306 1.0%
Total$31,701100%

View the filing

2023 · Form 990PF · $35,726 spent · pay $7,234 · grants $26,610 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,610 74.5%
Pay: officers, directors, trustees $7,234 20.2%
Fees: accounting $1,250 3.5%
Taxes $368 1.0%
Other expenses $264 0.7%
Total$35,726100%

View the filing

2022 · Form 990PF · $43,415 spent · pay $7,105 · grants $32,179 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $32,179 74.1%
Pay: officers, directors, trustees $7,105 16.4%
Taxes $2,605 6.0%
Fees: accounting $1,250 2.9%
Other expenses $276 0.6%
Total$43,415100%

View the filing

2021 · Form 990PF · $24,223 spent · pay $8,526 · grants $13,140 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $13,140 54.2%
Pay: officers, directors, trustees $8,526 35.2%
Fees: accounting $1,250 5.2%
Taxes $1,025 4.2%
Other expenses $282 1.2%
Total$24,223100%

View the filing

2020 · Form 990PF · $29,867 spent · pay $7,275 · grants $20,580 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,580 68.9%
Pay: officers, directors, trustees $7,275 24.4%
Fees: accounting $1,250 4.2%
Taxes $580 1.9%
Other expenses $182 0.6%
Total$29,867100%

View the filing

2019 · Form 990PF · $37,989 spent · pay $6,901 · grants $29,480 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $29,480 77.6%
Pay: officers, directors, trustees $6,901 18.2%
Fees: accounting $1,250 3.3%
Taxes $246 0.6%
Other expenses $112 0.3%
Total$37,989100%

View the filing

2018 · Form 990PF · $32,279 spent · pay $6,843 · grants $22,495 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $22,495 69.7%
Pay: officers, directors, trustees $6,843 21.2%
Taxes $1,583 4.9%
Fees: accounting $1,250 3.9%
Other expenses $108 0.3%
Total$32,279100%

View the filing

2017 · Form 990PF · $25,600 spent · pay $6,855 · grants $16,860 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $16,860 65.9%
Pay: officers, directors, trustees $6,855 26.8%
Fees: accounting $1,250 4.9%
Taxes $529 2.1%
Other expenses $106 0.4%
Total$25,600100%

View the filing

2016 · Form 990PF · $25,523 spent · pay $6,323 · grants $17,141 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $17,141 67.2%
Pay: officers, directors, trustees $6,323 24.8%
Fees: accounting $1,250 4.9%
Taxes $695 2.7%
Other expenses $114 0.4%
Total$25,523100%

View the filing