Ellison Charitable Remainder Trust
Ellison Charitable Remainder Trust is a private foundation, based in Montgomery, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 1 grant totaling $156K. Net investment income was $201K.
Ellison Charitable Remainder Trust at a glance
In short: Ellison Charitable Remainder Trust gave $156K across 1 grant in 2025 (avg $156K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $155,815
- +3.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $155,815
- +3.8% vs 2024
- Median grant
- $155,815
- Total assets
- $2,570,779
- +0.7% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ellison Charitable Remainder Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Huntingdon College ($156K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Ellison Charitable Remainder Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $142K (2023) to $175K (2022). In 2025 it made 1 grant totaling $156K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Huntingdon College Montgomery, AL | Educational | $155,815 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,570,779 | $216,711 | $199,716 | $155,815 | 1 | $180,115 | $201,359 | $158,189 |
| 2024 | $2,553,789 | $197,258 | $189,873 | $150,112 | 1 | $171,644 | $179,029 | $149,139 |
| 2023 | $2,546,405 | $67,375 | $176,835 | $141,821 | 1 | $162,145 | $52,685 | $141,719 |
| 2022 | $2,655,869 | $38,174 | $216,847 | $175,448 | 1 | $196,329 | $46,309 | $147,340 |
| 2021 | $2,834,406 | $305,938 | $211,504 | $173,485 | 1 | $196,081 | $290,866 | $166,917 |
| 2020 | $2,739,972 | $111,555 | $201,534 | $163,611 | 1 | — | $97,207 | $155,989 |
| 2019 | $2,829,951 | $131,156 | $186,368 | $150,197 | 1 | — | $116,445 | $153,692 |
Under IRS private-foundation payout rules, Ellison Charitable Remainder Trust reported a distributable amount of $158K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ellison Charitable Remainder Trust's only listed officer is Regions Private Wealth Management, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Regions Private Wealth Management
Trustee
On filings since 2019
$27K (2019) → $31K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $31K, to Regions Private Wealth Management (Trustee).
Frequently asked questions about Ellison Charitable Remainder Trust
How much does Ellison Charitable Remainder Trust give each year?
Ellison Charitable Remainder Trust gave $156K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 1 grant.
How large is Ellison Charitable Remainder Trust?
Ellison Charitable Remainder Trust reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $180K in qualifying distributions that year, against a required minimum of $158K (roughly 5% of its investment assets).
Where does Ellison Charitable Remainder Trust operate?
Ellison Charitable Remainder Trust has awarded grants in Alabama.
What is Ellison Charitable Remainder Trust's EIN?
Ellison Charitable Remainder Trust's EIN (Employer Identification Number) is 72-6240813. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
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