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 2025. As of 2025, the organization holds $152K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $12K.
Key facts about Helen El Shellenbarger Charitable Trust
- EIN
- 72-6245577
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $8,423
- Grants made (2025)
- 1
- Average grant
- $8,423
- Median grant
- $8,423
- Total assets
- $151,821
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
How Helen El Shellenbarger Charitable Trust gives
- Giving fell 21% from 2022 to 2025. Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Helen El Shellenbarger Charitable Trust
- How to evaluate Helen El Shellenbarger Charitable Trust as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$152K
+0.9% YoY
Annual Giving
$8K
-1.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$8K
-1.7% YoY
Under IRS private-foundation payout rules, Helen El Shellenbarger Charitable Trust reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
About Helen El Shellenbarger Charitable Trust
Based on IRS filings
Helen El Shellenbarger Charitable Trust is a private foundation focused on Education, based in Birmingham, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $152K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $12K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $151,821 | $150,460 | $150,002 |
| Revenue | $15,299 | $14,148 | $3,275 |
| Expenses | $13,924 | $13,693 | $16,719 |
| Qualifying Distributions | $10,248 | $10,378 | $13,108 |
| Net Investment Income | $11,909 | $10,513 | $369 |
| Distributable Amount | $9,325 | $8,633 | $8,876 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Indiana Wesleyan University ($8,423).
| Recipient | Purpose | Amount |
|---|---|---|
| INDIANA WESLEYAN UNIVERSITY Marion, IN | GENERAL OPERATING | $8,423 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Regions Bank | Trustee | 1 | $4,127 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen El Shellenbarger Charitable Trust?
Helen El Shellenbarger Charitable Trust is a private foundation focused on Education, based in Birmingham, AL. It holds $152K in total assets as of 2025.
How large is Helen El Shellenbarger Charitable Trust?
As of 2025, Helen El Shellenbarger Charitable Trust holds $152K in total assets with $15K in annual revenue. It awarded 1 grant totaling $8K in 2025.
Where does Helen El Shellenbarger Charitable Trust operate?
Helen El Shellenbarger Charitable Trust has awarded grants in Indiana.
What size grants does Helen El Shellenbarger Charitable Trust award?
In 2025, Helen El Shellenbarger Charitable Trust awarded 1 grant totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.
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 2025, 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 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.