Ellison Charitable Remainder Trust
Ellison Charitable Remainder Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 1 grants totaling $150K. Net investment income was $179K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
+0.3% YoY
Annual Giving
$150K
+5.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$150K
+5.8% YoY
About Ellison Charitable Remainder Trust
Based on IRS filings
Ellison Charitable Remainder Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 1 grants totaling $150K. Net investment income was $179K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,553,789 | $2,546,405 | $2,655,869 |
| Revenue | $197,258 | $67,375 | $38,174 |
| Expenses | $189,873 | $176,835 | $216,847 |
| Qualifying Distributions | $171,644 | $162,145 | $196,329 |
| Net Investment Income | $179,029 | $52,685 | $46,309 |
| Distributable Amount | $149,139 | $141,719 | $147,340 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MANAGEMENT | TRUSTEE | 5 | $29,612 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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A Hays Zieman & Christine B Zieman
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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