Jeffery Wallace Ellis Trust C/o Lutz & Company Pc | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Jeffery Wallace Ellis Trust C/o Lutz & Company Pc. Data shown is extracted from Form 990-PF filings.
EIN: 36-3494704
Foundation Overview
Based in Hastings, NE, Jeffery Wallace Ellis Trust C/o Lutz & Company Pc has awarded 19 grants totaling $2,740,651 to organizations in Ohio, Nebraska and 1 other state across the US. Individual grants range from $5,000 to $2,003,404, with a median award of $25,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 6 recipients (33%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
53% of grants are awarded in Nebraska, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within Nebraska, funding concentrates in Omaha (50%), Hastings (50%).
Funding Trajectory
Strong 1792% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on education (80%) and general purposes, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Jeffery Wallace Ellis Trust C/o Lutz & Company Pc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Cleveland Museum Of Art | $55,000 | Cleveland, OH, US | Charitable | 2021 |
| Cleveland Orchestra | $20,000 | Cleveland, OH, US | Charitable | 2021 |
| Hastings College Foundation | $175,000 | Omaha, NE, US | Scholarships And Charitable | 2021 |
| Hastings Community Foundationinc | $2,003,404 | Hastings, NE, US | Educational (including Scholarships) And Charitable | 2021 |
| St Paul Church | $10,000 | Cleveland, OH, US | Charitable | 2021 |
| Ideastream | $5,000 | Cleveland, OH, US | Charitable | 2021 |
| Hastings College Foundation | $25,000 | Omaha, NE, US | Scholarships | 2020 |
| Hastings Community Foundationinc | $12,367 | Hastings, NE, US | Educational (including Scholarships) And Charitable | 2020 |
| St Paul Church | $9,000 | Cleveland, OH, US | Charitable | 2020 |
| Cleveland Orchestra | $10,000 | Cleveland, OH, US | Charitable | 2020 |
| Cleveland Museam Of Art | $35,000 | Cleveland, OH, US | Charitable | 2020 |
| Case Western Reserve University | $5,000 | Cleveland, OH, US | Educational (including Scholarships) | 2020 |
| Npr | $5,000 | Washington, DC, US | Charitable | 2020 |
| Hastings College Foundation | $25,000 | Omaha, NE, US | Scholarships | 2018 |
| Hastings Community Foundationinc | $98,961 | Hastings, NE, US | Educational (including Scholarships) And Charitable | 2018 |
| Hastings College Foundation | $25,000 | Omaha, NE, US | Scholarships | 2017 |
| Hastings Community Foundationinc | $102,020 | Hastings, NE, US | Educational (including Scholarships) And Charitable | 2017 |
| Hastings College Foundation | $25,000 | Omaha, NE, US | Scholarships | 2016 |
| Hastings Community Foundationinc | $94,899 | Hastings, NE, US | Educational (including Scholarships) And Charitable | 2016 |
Foundations Similar to Jeffery Wallace Ellis Trust C/o Lutz & Company Pc
Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in NE that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Watt Foundation
EIN: 39-1969124 | 2 grants awarded |
$0
(≈ Similar) |
$13,857.5
median grant |
Omaha, NE
Same state |
|
|
James C Semerad Foundation Co Ms Mary Morinelli
EIN: 20-2286666 | 26 grants awarded |
$0
(≈ Similar) |
$12,500
median grant |
Omaha, NE
Same state |
|
|
Montessori Foundation
EIN: 47-0628910 | 8 grants awarded |
$0
(≈ Similar) |
$18,014
median grant |
Omaha, NE
Same state |
|
|
Keith Margareth And Sandra Smith Foundation
EIN: 46-1897916 | 34 grants awarded |
$0
(≈ Similar) |
$41,500
median grant |
Omaha, NE
Same state |
|
|
Home Instead Senior Care Disaster Relief Foundation
EIN: 04-3826630 | 3 grants awarded |
$0
(≈ Similar) |
$21,000
median grant |
Omaha, NE
Same state |
|
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Contact Information
Official contact details for Jeffery Wallace Ellis Trust C/o Lutz & Company Pc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 36-3494704 |
| Website | N/A |
| Address | PO BOX 1317 Hastings, NE 68902-1317 |
Key People (3)
Board members, trustees, and key staff who oversee Jeffery Wallace Ellis Trust C/o Lutz & Company Pc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President/trustee | Eva Ellis |
|---|---|
| Vice President-treasurer/trustee | Peter Ellis |
| Secretary/trustee | Amanda Ellis-thurber |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Jeffery Wallace Ellis Trust C/o Lutz & Company Pc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.