Nonprofit · EIN 75-6296558
BERTHA Z ELLIS TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $75,751 | $35,920 | $39,831 | $525,728 | $0 | $525,728 |
| March 31, 2025 | 990-PF | $44,551 | $31,701 | $12,850 | $471,701 | $0 | $471,701 |
| March 31, 2024 | 990-PF | $19,246 | $35,726 | -$16,480 | $457,467 | $0 | $457,467 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $13,372
- Net gain from sales of assets
- $62,379
Expenses
- Grants and similar amounts paid
- $24,113
- Compensation of officers, directors and key employees
- $8,542
- Disbursements for charitable purposes
- $28,030
- Excise tax on investment income
- $960
Balance sheet and other
- Total assets, start of year
- $471,701
- Total assets, end of year
- $525,728
- Total liabilities, end of year
- $0
- Net assets, end of year
- $525,728
- Fair market value of assets
- $601,991
- Qualifying distributions
- $28,030
- Net investment income
- $75,559
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,542 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,981 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,234 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-6296558
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1983
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $525,728
- Income (IRS master file)
- $163,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $75,751 | $35,920 | $525,728 | XML |
| 990-PF | March 2025 | $44,551 | $31,701 | $471,701 | XML |
| 990-PF | March 2024 | $19,246 | $35,726 | $457,467 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-6296558).
Questions about BERTHA Z ELLIS TRUST
- What is the EIN of BERTHA Z ELLIS TRUST?
- The employer identification number (EIN) of BERTHA Z ELLIS TRUST is 75-6296558.
- Is BERTHA Z ELLIS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to BERTHA Z ELLIS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTHA Z ELLIS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTHA Z ELLIS TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTHA Z ELLIS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of BERTHA Z ELLIS TRUST?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $8,542 (BANK OF AMERICA, TRUSTEE).
- How much revenue does BERTHA Z ELLIS TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $75,751, expenses of $35,920 and total assets of $525,728 at year end.
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