Lee Ellzey Family Charitable Trust
The Lee Ellzey Family Charitable Trust is a private foundation based in Livingston, Texas. Its 2024 filing describes support for qualifying Texas colleges and universities, scholarships for eligible Livingston public high school graduates, and charitable activities benefiting Livingston residents.
Lee Ellzey Family Charitable Trust at a glance
In short: Lee Ellzey Family Charitable Trust gave $124K across 33 grants in 2025 (avg $4K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $124,000
- -3.1% vs 2024
- Grants made (2025)
- 33
- -5.7% vs 2024
- Average grant
- $3,758
- +2.7% vs 2024
- Median grant
- $4,000
- Total assets
- $620,305
- -14.8% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Lee Ellzey Family Charitable Trust
- Contact
Application contact: Ben Royden Ogletree
Mailing address: 112 West Polk, Livingston, TX 77351
Phone: (936) 327-5211
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lee Ellzey Family Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
160 grants across all recorded years
The most common grant size was under $50K: 160 grants of 160 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars itemized for filing year 2025 went to recipients in Texas. The trust’s stated restrictions also include support for institutions in Texas and projects or charitable organizations benefiting the Livingston community.
Grant Distribution by State
Share of 2025 grant dollars across all 33 itemized grants.
States
Cities
How Lee Ellzey Family Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 397% 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 2021 to 2025, annual grant giving ranged from $104K (2021) to $128K (2024). In 2025 it made 33 grants totaling $124K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 33 individual scholarships Recipients not named | — | $124,000 |
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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 | $620,305 | $23,718 | $131,715 | $124,000 | 33 | $127,719 | $20,000 | $32,140 |
| 2024 | $728,207 | $17,826 | $137,264 | $128,000 | 35 | $132,417 | $13,162 | $37,774 |
| 2023 | $847,526 | $9,041 | $132,964 | $124,000 | 34 | $128,454 | $4,586 | $43,757 |
| 2022 | $971,385 | $3,414 | $120,501 | $112,000 | 29 | $116,244 | — | $49,776 |
| 2021 | $1,088,570 | $13,645 | $114,926 | $104,000 | 29 | — | $7,083 | $55,265 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The trust’s 2024 filing states that awards are restricted to entities serving one of four purposes: supporting properly accredited state or Protestant colleges and universities in Texas with enrollment of at least 2,000 students; providing scholarships to deserving and needy graduates of Livingston’s public high school who attend institutions meeting those criteria; supporting or initiating literary, cultural, or educational projects benefiting Livingston residents; or supporting other qualified charitable organizations serving the Livingston community.
For scholarships, the filing says students are recommended to the trustees by a committee of former educators. The 2025 filing lists educational scholarships among the grant purposes.
Grantmaking
In filing year 2025, the trust awarded 33 grants totaling $124,000. Grants ranged from $2,000 to $6,000, with a median of $4,000. The largest listed grants were three $6,000 scholarships to individual recipients in Texas; other listed scholarships were $4,000 each.
The trust’s 2024 filing says it does not restrict giving to preselected organizations. It states that no specific application form is required and that there are no deadlines. The filing lists Ben Royden Ogletree as the contact for inquiries.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ben Royden Ogletree Jr., Gregory Ogletree, and Mike Nettles as trustees.
Lee Ellzey Family Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ben Royden Ogletree Jr.
Trustee
On filings since 2021
1 hr/week
No compensation reported
Gregory Ogletree
Trustee
On filings since 2021
1 hr/week
No compensation reported
Mike Nettles
Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lee Ellzey Family Charitable Trust
How much does Lee Ellzey Family Charitable Trust give each year?
Lee Ellzey Family Charitable Trust gave $124K across 33 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $128K across 35 grants.
What is Lee Ellzey Family Charitable Trust's typical grant size?
Lee Ellzey Family Charitable Trust's median grant in 2025 was $4,000, and its average grant was $3,758, across 33 grants on its 2025 IRS Form 990-PF.
Where does Lee Ellzey Family Charitable Trust give grants?
Lee Ellzey Family Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Lee Ellzey Family Charitable Trust give general operating support?
Not in 2025: none of the 33 grants with a stated purpose on Lee Ellzey Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Scholarship" (33 grants).
How large is Lee Ellzey Family Charitable Trust?
Lee Ellzey Family Charitable Trust reported $620K in total assets on its 2025 IRS Form 990-PF. It paid out $128K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets).
What does Lee Ellzey Family Charitable Trust fund?
The trust’s 2024 filing states that awards are restricted to entities serving one of four purposes: supporting properly accredited state or Protestant colleges and universities in Texas with enrollment of at least 2,000 students; providing scholarships to deserving and needy graduates of Livingston’s public high school who attend institutions meeting those criteria; supporting or initiating literary, cultural, or educational projects benefiting Livingston residents; or supporting other qualified charitable organizations serving the Livingston community. See mission & focus areas ↑
How do I apply for a grant from Lee Ellzey Family Charitable Trust?
Lee Ellzey Family Charitable Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Lee Ellzey Family Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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