Helen El Shellenbarger Charitable Trust
Helen El Shellenbarger Charitable Trust is a private foundation focused on Education, based in Birmingham, AL. IRS filing data is available from 2021 through 2026. In 2026, it awarded 1 grant totaling $200K. Net investment income was $52K.
Helen El Shellenbarger Charitable Trust at a glance
In short: Helen El Shellenbarger Charitable Trust gave $200K across 1 grant in 2026 (avg $200K), mostly in Indiana. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $199,691
- +2270.8% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $199,691
- +2270.8% vs 2025
- Median grant
- $199,691
- Primary geography
- Indiana (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Helen El Shellenbarger Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Indiana Wesleyan University ($200K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Helen El Shellenbarger Charitable Trust gives
- Giving grew 1656% from 2023 to 2026. Method
- In 2026 it paid out well above 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 2021 to 2026, annual grant giving ranged from $8K (2025) to $200K (2026). In 2026 it made 1 grant totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Indiana Wesleyan University Marion, IN | General Operating | $199,691 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | — | $54,517 | $205,761 | $199,691 | 1 | $203,346 | $52,288 | $8,698 |
| 2025 | $151,821 | $15,299 | $13,924 | $8,423 | 1 | $10,248 | $11,909 | $9,325 |
| 2024 | $150,460 | $14,148 | $13,693 | $8,571 | 1 | $10,378 | $10,513 | $8,633 |
| 2023 | $150,002 | $3,275 | $16,719 | $11,373 | 1 | $13,108 | $369 | $8,876 |
| 2022 | $163,487 | $27,125 | $15,949 | $10,678 | 1 | $12,507 | $23,733 | $10,686 |
| 2021 | $152,324 | $6,188 | $13,334 | $8,700 | 1 | — | $3,290 | $9,412 |
Under IRS private-foundation payout rules, Helen El Shellenbarger Charitable Trust reported a distributable amount of $9K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen El Shellenbarger Charitable Trust's only listed officer is Regions Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Regions Bank
Trustee
On filings since 2021
1 hr/week
$4K (2021) → $3K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $3K, to Regions Bank (Trustee).
Frequently asked questions about Helen El Shellenbarger Charitable Trust
How much does Helen El Shellenbarger Charitable Trust give each year?
Helen El Shellenbarger Charitable Trust gave $200K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $8K across 1 grant.
What is Helen El Shellenbarger Charitable Trust?
Helen El Shellenbarger Charitable Trust is a private foundation focused on Education, based in Birmingham, AL.
Where does Helen El Shellenbarger Charitable Trust operate?
Helen El Shellenbarger Charitable Trust has awarded grants in Indiana.
How much is Helen El Shellenbarger Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2026, Helen El Shellenbarger Charitable Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen El Shellenbarger Charitable Trust's EIN?
Helen El Shellenbarger Charitable Trust's EIN (Employer Identification Number) is 72-6245577. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 9, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Helen El Shellenbarger Charitable Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Helen El Shellenbarger Charitable Trust's focus areas in our free grants database
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Figures come from Helen El Shellenbarger Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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