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
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
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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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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