The Isabel and Algernon M Ellien
The Isabel and Algernon M Ellien is a private foundation, based in Venice, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 3 grants totaling $12K. Net investment income was $172K.
Key facts about The Isabel and Algernon M Ellien
In short: The Isabel and Algernon M Ellien gave $12K across 3 grants in 2025 (avg $4K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 26-0505860
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $11,500
- Grants made (2025)
- 3
- Average grant
- $3,833
- Median grant
- $2,000
- Total assets
- $1,061,304
- Primary geography
- Massachusetts (83% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.1M
+15.6% YoY
Annual Giving
$12K
-23.3% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$4K
-48.9% YoY
Under IRS private-foundation payout rules, The Isabel and Algernon M Ellien reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.
How The Isabel and Algernon M Ellien gives
- Giving grew 130% from 2022 to 2025. Method
- In 2025 it paid out 48% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2022) to $115K (2020). In 2025 it made 3 grants totaling $12K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Hospice and Pallative Care of Martha's Vineyard ($8K). Together the top 3 received $12K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hospice and Pallative Care of Martha's Vineyard Vineyard Haven, MA | General | $7,500 |
| Island Housing Trust West Tisbury, MA | General | $2,000 |
| John Paul II Catholic School Ridgeland, SC | General | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,061,304 | $918,007 | $888,429 |
| Revenue | $183,605 | $70,136 | $42,978 |
| Expenses | $40,308 | $39,925 | $29,502 |
| Qualifying Distributions | $28,714 | $31,288 | $23,916 |
| Net Investment Income | $172,011 | $60,866 | $37,392 |
| Distributable Amount | $59,478 | $54,017 | $47,707 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 10, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Isabel and Algernon M Ellien is led by June E. Ellien, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
June E. Ellien
President
On filings since 2020
1 hr/week
No compensation reported
Michael J. Cunniff
Vice President & Treasurer
Secretary & Treasurer → Vice President & Treasurer, 2023
On filings since 2020
1 hr/week
No compensation reported
Colleen Schirf
Secretary
On filings since 2023
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 The Isabel and Algernon M Ellien
How much does The Isabel and Algernon M Ellien give each year?
The Isabel and Algernon M Ellien gave $12K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 2 grants.
What is The Isabel and Algernon M Ellien's typical grant size?
The Isabel and Algernon M Ellien's median grant in 2025 was $2,000, and its average grant was $3,833, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Isabel and Algernon M Ellien give grants?
The Isabel and Algernon M Ellien gives mostly in Massachusetts: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was South Carolina (17%).
Does The Isabel and Algernon M Ellien give general operating support?
Yes: 100% of The Isabel and Algernon M Ellien's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Isabel and Algernon M Ellien?
The Isabel and Algernon M Ellien reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Isabel and Algernon M Ellien's EIN?
The Isabel and Algernon M Ellien's EIN (Employer Identification Number) is 26-0505860. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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