Private Foundation

JEFFERY WALLACE ELLIS TRUST C/O LUTZ & COMPANY PC

JEFFERY WALLACE ELLIS TRUST C/O LUTZ & COMPANY PC, of HASTINGS, NE, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2021 filing shows $135K in revenue, $2.3M in expenses. IRS filings disclose 19 grants awarded by this foundation, totaling roughly $2.7M.

EIN: 363494704 HASTINGS, NE General Support NTEE: DEFAULT Latest filing: 2021
Total Revenue$135K
Total Expenses$2.3M
Grants Given19
Grant Total$2.7M
Filing Years2017–2021

Sample Grants Given

HASTINGS COMMUNITY FOUNDATIONINC
HASTINGS, NE · 2021
EDUCATIONAL (INCLUDING SCHOLARSHIPS) AND CHARITABLE
$2,003,404
HASTINGS COLLEGE FOUNDATION
OMAHA, NE · 2021
SCHOLARSHIPS AND CHARITABLE
$175,000
CLEVELAND MUSEUM OF ART
CLEVELAND, OH · 2021
CHARITABLE
$55,000
CLEVELAND ORCHESTRA
CLEVELAND, OH · 2021
CHARITABLE
$20,000
ST PAUL CHURCH
CLEVELAND, OH · 2021
CHARITABLE
$10,000

Showing up to 5 of 19 total records — full history available with membership.

Officers & Directors

SECRETARY/TRUSTEE Amanda Ellis-Thurber
PRESIDENT/TRUSTEE Eva Ellis
VICE PRESIDENT-TREASURER/TRUSTEE Peter Ellis

Officer compensation and complete director data available with membership.

Top Grant Purposes

EDUCATIONAL (INCLUDING SCHOLARSHIPS) AND CHARITABLE
$2,303,100 5 grants
SCHOLARSHIPS AND CHARITABLE
$175,000 1 grant
CHARITABLE
$149,000 8 grants
SCHOLARSHIPS
$100,000 4 grants
EDUCATIONAL (INCLUDING SCHOLARSHIPS)
$5,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2021 $135K $2.3M
2020 $151K $132K $2.2M
2019 $475K $153K $2.2M
2018 $267K $165K $1.8M
2017 $173K $173K $1.7M

Between 2017 and 2021, reported annual revenue declined from $173K to $135K (-22%).

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, NE, OH.

DCNEOH

Full geographic grant map with state-by-state breakdown available with membership.

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