Bertha Z Ellis Trust

Dallas, TX
Tax-exempt since April 1983
EIN: 75-6296558

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$44.6k (2025)

Expenses

$31.7k (2025)

Total Assets

$472k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$44,551

Expenses

$31,701

Net Income

$12,850

Net Assets

$471,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,857	31.1%
Sales of Assets	$30,694	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,128	79.3%
Compensation of Officers*	$7,981	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$471,701
Total Liabilities	$0
Net Assets	$471,701

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,981	$0

990-PF

Filed on July 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2024

Revenue

$19,246

Expenses

$35,726

Net Income

-$16,480

Net Assets

$457,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,309	64.0%
Sales of Assets	$5,721	29.7%
Other Income	$1,216	6.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,004	84.0%
Compensation of Officers*	$7,234	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$457,467
Total Liabilities	$0
Net Assets	$457,467

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,234	$0

990-PF

Filed on June 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2023

Revenue

-$13,599

Expenses

$43,415

Net Income

-$57,014

Net Assets

$471,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,981
Sales of Assets	-$23,580
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,521	81.8%
Compensation of Officers*	$7,105	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$471,572
Total Liabilities	$0
Net Assets	$471,572

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,105	$0

990-PF

Filed on Aug. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2022

Revenue

$103,051

Expenses

$24,223

Net Income

$78,828

Net Assets

$527,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,261	10.0%
Sales of Assets	$92,790	90.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,050	70.4%
Compensation of Officers*	$8,526	35.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$527,833
Total Liabilities	$0
Net Assets	$527,833

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,526	$0

990-PF

Filed on June 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2021

Revenue

$37,102

Expenses

$29,867

Net Income

$7,235

Net Assets

$497,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,378	22.6%
Sales of Assets	$28,724	77.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,990	80.3%
Compensation of Officers*	$7,275	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$497,069
Total Liabilities	$1
Net Assets	$497,068

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,275	$0

990-PF

Filed on July 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2020

Revenue

$37,234

Expenses

$37,989

Net Income

-$755

Net Assets

$435,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,209	30.1%
Sales of Assets	$25,853	69.4%
Other Income	$172	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,740	86.2%
Compensation of Officers*	$6,901	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$435,765
Total Liabilities	$1
Net Assets	$435,764

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,901	$0

990-PF

Filed on July 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2019

Revenue

$23,473

Expenses

$32,279

Net Income

-$8,806

Net Assets

$438,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,667	41.2%
Sales of Assets	$13,806	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,732	79.7%
Compensation of Officers*	$6,843	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$438,680
Total Liabilities	$0
Net Assets	$438,680

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,843	$0

990-PF

Filed on July 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2018

Revenue

$44,242

Expenses

$25,600

Net Income

$18,642

Net Assets

$453,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,387	21.2%
Sales of Assets	$34,855	78.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,102	78.5%
Compensation of Officers*	$6,855	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$453,071
Total Liabilities	$0
Net Assets	$453,071

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,855	$0

990-PF

Filed on July 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending March
2017

Revenue

$17,756

Expenses

$25,523

Net Income

-$7,767

Net Assets

$435,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,119	51.4%
Sales of Assets	$8,637	48.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,170	79.0%
Compensation of Officers*	$6,323	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$435,173
Total Liabilities	$0
Net Assets	$435,173

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,323	$0

990-PF

Filed on June 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending March
2016

Revenue

$20,064

Expenses

$27,990

Net Income

-$7,926

Net Assets

$439,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,490	57.3%
Sales of Assets	$7,438	37.1%
Other Income	$1,136	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,839	85.2%
Compensation of Officers*	$6,427	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$439,900
Total Liabilities	$0
Net Assets	$439,900

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2015

Revenue

$26,272

Expenses

$48,760

Net Income

-$22,488

Net Assets

$442,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,620	44.2%
Sales of Assets	$14,652	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,694	85.5%
Compensation of Officers*	$6,584	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$442,279
Total Liabilities	$0
Net Assets	$442,279

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2014

Revenue

$82,541

Expenses

$27,907

Net Income

$54,634

Net Assets

$459,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,177	14.8%
Sales of Assets	$70,406	85.3%
Other Income	-$42

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,929	85.7%
Compensation of Officers*	$5,968	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$459,729
Total Liabilities	$0
Net Assets	$459,729

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Revenue

$16,441

Expenses

$25,699

Net Income

-$9,258

Net Assets

$402,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,382	69.2%
Sales of Assets	$5,059	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,562	87.8%
Compensation of Officers*	$4,218	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$402,573
Total Liabilities	$0
Net Assets	$402,573

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Revenue

$22,720

Expenses

$25,226

Net Income

-$2,506

Net Assets

$411,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,247	53.9%
Sales of Assets	$10,473	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,955	87.0%
Compensation of Officers*	$4,143	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$411,777
Total Liabilities	$0
Net Assets	$411,777

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Bertha Z Ellis Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $44.6k (2025)

Expenses $31.7k (2025)

Total Assets $472k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Revenue

$44.6k (2025)

Expenses

$31.7k (2025)

Total Assets

$472k (2025)

Total Liabilities

$0 (2025)

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2025

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