The Isabel and Algernon M Ellien

Private foundation · Grantmaker Venice, FL EIN: 26-0505860

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

6states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

Vineyard HavenRandolphSouth CanaanBradfordColchesterPortsmouthRidgelandWest Tisbury

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K4 grants2020 2 grants2021 1 grant2022 1 grant2023 2 grants2024 3 grants2025

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

Hospice and Pallative Care of Martha's Vineyard: $8KHospice and Pallative Care ofMartha's Vineyard$8KIsland Housing Trust: $2KIsland Housing Trust$2KJohn Paul II Catholic School: $2KJohn Paul II Catholic School$2K

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

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Hospice and Pallative Care of Martha's Vineyard Vineyard Haven, MAGeneral$7,500
Island Housing Trust West Tisbury, MAGeneral$2,000
John Paul II Catholic School Ridgeland, SCGeneral$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 10, 2026)
  2. 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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