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.
Zelia Stephens Evans Educational Trust at a glance
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.
- Annual giving (2025)
- $16,250
- +5.5% vs 2024
- Grants made (2025)
- 5
- -16.7% vs 2024
- Average grant
- $3,250
- +26.6% vs 2024
- Median grant
- $3,250
- Total assets
- $285,882
- +0.4% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Zelia Stephens Evans Educational Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $285,882 | $28,639 | $27,433 | $16,250 | 5 | $16,250 | $20,366 | $15,063 |
| 2024 | $284,676 | $23,566 | $27,130 | $15,400 | 6 | $15,400 | $16,265 | $15,051 |
| 2023 | $288,240 | $13,237 | $27,507 | $15,500 | 8 | $15,500 | $5,654 | $14,818 |
| 2022 | $302,510 | $-9,966 | $27,437 | $18,495 | 6 | $18,495 | — | $15,419 |
| 2021 | $339,913 | $32,893 | $21,406 | $11,450 | 9 | $11,450 | $26,163 | $18,530 |
| 2020 | $329,521 | $18,190 | $22,352 | $14,700 | 14 | — | $12,655 | $16,923 |
| 2019 | $333,683 | $13,031 | $27,033 | $17,500 | 11 | — | $7,311 | $16,987 |
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.
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.
Data update history
(3)
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
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