Zelia Stephens Evans Educational Trust
Zelia Stephens Evans Educational Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $285K in total assets. In 2024, it awarded 6 grants totaling $15K. Net investment income was $16K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$285K
-1.2% YoY
Annual Giving
$15K
-0.6% YoY
Grant Count
6
-25.0% YoY
Avg Grant Size
$3K
+32.5% YoY
Under IRS private-foundation payout rules, Zelia Stephens Evans Educational Trust reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
About Zelia Stephens Evans Educational Trust
Based on IRS filings
Zelia Stephens Evans Educational Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $285K in total assets. In 2024, it awarded 6 grants totaling $15K. Net investment income was $16K.
Focus Areas
Ready to take the next step with Zelia Stephens Evans Educational Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $284,676 | $288,240 | $302,510 |
| Revenue | $23,566 | $13,237 | $-9,966 |
| Expenses | $27,130 | $27,507 | $27,437 |
| Qualifying Distributions | $15,400 | $15,500 | $18,495 |
| Net Investment Income | $16,265 | $5,654 | — |
| Distributable Amount | $15,051 | $14,818 | $15,419 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Troy University - Phenix City ($2,700), Jacksonville State University ($2,700), University of North Alabama ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF NORTH ALABAMA FLORENCE, AL | SCHOLARSHIP FOR GREGORY D. FLINT | $2,500 |
| UNIVERSITY OF WEST ALABAMA LIVINGSTON, AL | SCHOLARSHIP FOR JADE M CHAPMAN | $2,500 |
| HUNTINGDON COLLEGE MONTGOMERY, AL | SCHOLARSHIP FOR KYLIE DANIELS | $2,500 |
| TROY UNIVERSITY - PHENIX CITY PHENIX CITY, AL | SCHOLARSHIP FOR MORGAN POWELL | $2,700 |
| JACKSONVILLE STATE UNIVERSITY JACKSONVILLE, AL | SCHOLARSHIP FOR ELIJAH CHARLES STAGGS-LAUGHREY | $2,700 |
| AUBURN UNIVERSITY AT MONTGOMERY MONTGOMERY, AL | SCHOLARSHIP FOR HAILEY WHITLOCK | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS TRUST DEPARTMENT | TRUSTEE | 0.5 | $7,301 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Zelia Stephens Evans Educational Trust?
Zelia Stephens Evans Educational Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. It holds $285K in total assets as of 2024.
How large is Zelia Stephens Evans Educational Trust?
As of 2024, Zelia Stephens Evans Educational Trust holds $285K in total assets with $24K in annual revenue. It awarded 6 grants totaling $15K in 2024.
Where does Zelia Stephens Evans Educational Trust operate?
Zelia Stephens Evans Educational Trust has awarded grants in Alabama, Arizona, District of Columbia, Florida, Georgia, Tennessee.
What size grants does Zelia Stephens Evans Educational Trust award?
In 2024, Zelia Stephens Evans Educational Trust awarded 6 grants totaling $15K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Zelia Stephens Evans Educational Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Zelia Stephens Evans Educational Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Zelia Stephens Evans Educational Trust's EIN?
Zelia Stephens Evans Educational Trust's EIN (Employer Identification Number) is 63-6202940. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Zelia Stephens Evans Educational Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
The Foundation of Marshall Medical
GUNTERSVILLE, AL
Assets
$2.7M
Grants
1
Total Given
$225K
Gamma Theta Educational Foundation Inc
TUSCALOOSA, AL
Assets
—
Grants
0
Total Given
—
The Starfish Project
HOOVER, AL
Assets
$2K
Grants
0
Total Given
—
Michael Nix Arts Scholarship a Non Profit Corp
LEXINGTON, AL
Assets
$461
Grants
0
Total Given
—
Raquib Family Waqf Foundation
BIRMINGHAM, AL
Assets
$759K
Grants
1
Total Given
$86K
A Hays Zieman & Christine B Zieman
MOBILE, AL
Assets
$1.0M
Grants
10
Total Given
$40K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Zelia Stephens Evans Educational Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Zelia Stephens Evans Educational Trust to a real strategy.