Lee Ellzey Family Charitable Trust
Lee Ellzey Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LIVINGSTON, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $620K in total assets. In 2025, it awarded 33 grants totaling $124K. Net investment income was $20K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$620K
-14.8% YoY
Annual Giving
$124K
-3.1% YoY
Grant Count
33
-5.7% YoY
Avg Grant Size
$4K
+2.7% YoY
Under IRS private-foundation payout rules, Lee Ellzey Family Charitable Trust reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
About Lee Ellzey Family Charitable Trust
Based on IRS filings
Lee Ellzey Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LIVINGSTON, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $620K in total assets. In 2025, it awarded 33 grants totaling $124K. Net investment income was $20K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $620,305 | $728,207 | $847,526 |
| Revenue | $23,718 | $17,826 | $9,041 |
| Expenses | $131,715 | $137,264 | $132,964 |
| Qualifying Distributions | $127,719 | $132,417 | $128,454 |
| Net Investment Income | $20,000 | $13,162 | $4,586 |
| Distributable Amount | $32,140 | $37,774 | $43,757 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
160 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Connor J Corbin ($6,000), Lainey L Galloway ($6,000), Sloane Lea Curtin ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALIVIA A HUSON LIVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $4,000 |
| ANDREW C DUNSON LIVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $4,000 |
| ANNA M OVERSTREET LIVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $4,000 |
| ALEC BRAXTON YOUNGBLOOD LIVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $2,000 |
| BRECKETT W LONG LIVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $2,000 |
| BRINKLEY K BAGGETT LINVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $4,000 |
| CHARLOTTE R SLOAN LIVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $4,000 |
| CONNOR J CORBIN LIVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $6,000 |
| DREW DAVIDSON LIVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $4,000 |
| ELI WOOD LIVINGSTON, TX | EDUCATIONAL SCHOLARSHIP | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BEN ROYDEN OGLETREE JR | TRUSTEE | 1 | — |
| GREGORY OGLETREE | TRUSTEE | 1 | — |
| MIKE NETTLES | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lee Ellzey Family Charitable Trust?
Lee Ellzey Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LIVINGSTON, TX. It holds $620K in total assets as of 2025.
How large is Lee Ellzey Family Charitable Trust?
As of 2025, Lee Ellzey Family Charitable Trust holds $620K in total assets with $24K in annual revenue. It awarded 33 grants totaling $124K in 2025.
Where does Lee Ellzey Family Charitable Trust operate?
Lee Ellzey Family Charitable Trust has awarded grants in Texas.
What size grants does Lee Ellzey Family Charitable Trust award?
In 2025, Lee Ellzey Family Charitable Trust awarded 33 grants totaling $124K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Lee Ellzey Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lee Ellzey Family Charitable Trust reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lee Ellzey Family Charitable Trust's EIN?
Lee Ellzey Family Charitable Trust's EIN (Employer Identification Number) is 47-6246112. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Lee Ellzey Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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