Zelia Stephens Evans Educational Trust
Zelia Stephens Evans Educational Trust is a private foundation, based in Montgomery, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $286K in total assets. In 2025, it awarded 5 grants totaling $16K. Net investment income was $20K.
Key facts about Zelia Stephens Evans Educational Trust
In short: Zelia Stephens Evans Educational Trust gave $16K across 5 grants in 2025 (avg $3K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- EIN
- 63-6202940
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $16,250
- Grants made (2025)
- 5
- Average grant
- $3,250
- Median grant
- $3,250
- Total assets
- $285,882
- Primary geography
- Alabama (100% 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
$286K
+0.4% YoY
Annual Giving
$16K
+5.5% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$3K
+26.6% YoY
Under IRS private-foundation payout rules, Zelia Stephens Evans Educational Trust reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
How Zelia Stephens Evans Educational Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Zelia Stephens Evans Educational Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $11K (2021) to $18K (2022). In 2025 it made 5 grants totaling $16K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was University of Alabama ($3K). Together the top 5 received $16K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 34 grants of 34 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Alabama Tuscaloosa, AL | Scholarship for Thompson McNees | $3,250 |
| Troy University Troy, AL | Scholarship for Morgan Powell | $3,250 |
| Tuskegee University Tuskegee, AL | Scholarship for Elanna Lewis | $3,250 |
| University of South Alabama Mobile, AL | Scholarship for Ashley Roseboro | $3,250 |
| Alabama State University Montgomery, AL | Scholarship for Hailey Faith Whitlock | $3,250 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $285,882 | $284,676 | $288,240 |
| Revenue | $28,639 | $23,566 | $13,237 |
| Expenses | $27,433 | $27,130 | $27,507 |
| Qualifying Distributions | $16,250 | $15,400 | $15,500 |
| Net Investment Income | $20,366 | $16,265 | $5,654 |
| Distributable Amount | $15,063 | $15,051 | $14,818 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Zelia Stephens Evans Educational Trust is led by Regions Trust Department, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Regions Trust Department
Trustee
On filings since 2019
0.5 hrs/week
$5K (2019) → $7K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Regions Trust Department (Trustee).
Frequently asked questions about Zelia Stephens Evans Educational Trust
How much does Zelia Stephens Evans Educational Trust give each year?
Zelia Stephens Evans Educational Trust gave $16K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 6 grants.
What is Zelia Stephens Evans Educational Trust's typical grant size?
Zelia Stephens Evans Educational Trust's median grant in 2025 was $3,250, and its average grant was $3,250, across 5 grants on its 2025 IRS Form 990-PF.
Where does Zelia Stephens Evans Educational Trust give grants?
Zelia Stephens Evans Educational Trust gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Zelia Stephens Evans Educational Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Zelia Stephens Evans Educational Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Zelia Stephens Evans Educational Trust's largest grantees?
Zelia Stephens Evans Educational Trust's largest 2025 grantees include University of Alabama ($3,250), Troy University ($3,250) and Tuskegee University ($3,250), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Zelia Stephens Evans Educational Trust?
Zelia Stephens Evans Educational Trust reported $286K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Zelia Stephens Evans Educational Trust by hand.
Explore Open Grants
Browse active grant opportunities in Zelia Stephens Evans Educational Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Tulsa Community Foundation
Tulsa, OK
Tulsa Community Foundation supports a broad range of charitable needs, including arts and humanities, healthcare, education, scholarships, emergency assistance, and endowments. Its 2024 grants had a median of $18,560 and primarily benefited the Tulsa area and eastern Oklahoma, with grants also reaching elsewhere in the U.S.; it administers application cycles for selected funds.
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Folds of Honor Foundation
Owasso, OK
Folds of Honor funds education scholarships for spouses and children of U.S. military service members and first responders killed or disabled in service, with awards available for K–12 and higher education in the United States and its territories. Awards are up to $5,000 per academic year, based on unmet need, and are paid directly to the school. It accepts scholarship applications through an online portal during its annual application window; it does not make grants to outside applicants.
Assets
$122.3M
Grants
1,551
Total Given
$37.6M
The Mabel Amos Memorial Fund
Montgomery, AL
The Mabel Amos Memorial Fund provides scholarships to deserving Alabama students attending educational institutions, with 95% of its 2024 grant dollars going to Alabama recipients. Its 2024 grants ranged from $1,000 to $145,750, with a median of $3,750; students apply through a process shared with high school counselors, and the fund does not state whether it accepts unsolicited requests.
Assets
$6.3M
Grants
18
Total Given
$374K
Naphcare Charitable Foundation Inc
Birmingham, AL
NaphCare Charitable Foundation supports scholarships, research, and educational programs focused on the health and wellbeing of justice-involved people; its scholarships serve eligible students in Alabama, Mississippi, and Kentucky. In 2024, it made 33 grants totaling $208,186, ranging from $109 to $41,737, with a median grant of $3,139, mainly to recipients in Alabama, Kentucky, Mississippi, Arizona, and Georgia. It makes contributions only to preselected organizations and does not accept unsolicited requests, though it accepts scholarship applications.
Assets
—
Grants
33
Total Given
$208K
Roy Lee Farish & Wilda W Farish
Camden, AL
The foundation funds college scholarships for Wilcox County, Alabama, residents with at least a B average and grants to educational institutions, primarily in Alabama. In 2025, it made 13 grants totaling $31,000, ranging from $1,000 to $10,000; its filing says giving is not restricted to preselected organizations. For scholarships, applicants must submit the Farish Scholarship Application; the filing does not state whether it accepts unsolicited grant requests.
Assets
$446K
Grants
13
Total Given
$31K
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
The Simpson Foundation
Kansas City, MO
The Simpson Foundation primarily funds educational scholarships, with separate support for Simpson Middle School staff, programs, technology, and facility improvements. In 2025, it awarded 23 grants totaling $274,400, ranging from $1,800 to $52,600 (median $7,200), with most funding going to Alabama; scholarship applicants must be Wilcox County residents. Scholarship applications are accepted from about mid-January through March 1, and the school-grant process is for eligible school faculty and staff.
Assets
$2.6M
Grants
23
Total Given
$274K
Alabama Power Foundation Inc
Birmingham, AL
The Alabama Power Foundation funds education, community development, arts and culture, health and human services, and environmental projects in Alabama communities within Alabama Power’s service territory. Its 2024 grants ranged from $100 to $500,000, with a median of $2,500; it offers online grant application cycles, but whether it accepts unsolicited requests is not stated.
Assets
$117.9M
Grants
1,240
Total Given
$16.2M
The Daniel Foundation of Alabama
Birmingham, AL
The Daniel Foundation of Alabama funds Alabama organizations working in education, basic needs, health, mental health, arts, youth mentoring, veterans, and community projects, with some grants limited to designated counties. Its 2024 grants had a median of $10,000, and operating grants are capped at $25,000. Applicants begin by submitting a letter of intent; whether unsolicited requests are accepted is not stated.
Assets
$114.5M
Grants
521
Total Given
$7.5M
The Community Foundation of Greater Birmingham
Birmingham, AL
The Community Foundation of Greater Birmingham supports nonprofits’ programs, projects, and capital improvements in areas including thriving communities, economic opportunity, poverty reduction, regional cooperation, and equity and inclusion. Its 2024 grants ranged from $5,050 to $4.3 million, with a median of about $20,600; competitive grants serve Blount, Jefferson, Shelby, and St. Clair counties in Alabama. It accepts competitive applications through a brief-proposal process, but eligibility rules and cycle deadlines apply.
Assets
$350.7M
Grants
440
Total Given
$43.6M
The Long Lewis Foundation
Muscle Shoals, AL
The Long-Lewis Foundation supports evangelistic causes, local and global mission work, and people facing medical or emotional hardship, with limited scholarships for those pursuing full-time ministry. Its 2024 grants ranged from $27 to $62,450, with a median of $1,000; it primarily funded Alabama organizations and supports communities it serves. It states that it funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$5.5M
Grants
318
Total Given
$845K
Community Foundation of Greater Huntsville
Huntsville, AL
The Community Foundation of Greater Huntsville funds projects across areas such as education, health, basic needs, arts, and community development in Jackson, Limestone, Madison, Marshall, and Morgan counties. Its 2024 grants ranged from $5,100 to $651,700, with a median of $14,700; it offers program-specific grant cycles, but whether it accepts unsolicited requests is not stated.
Assets
$66.3M
Grants
285
Total Given
$11.7M
More Funders in Alabama
Zelia Stephens Evans Educational Trust down — hundreds of funders to go?