Funder DirectoryZELIA STEPHENS EVANS EDUCATIONAL TRUST
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Private foundation (trust)EIN 636202940Est. 2001-01

ZELIA STEPHENS EVANS EDUCATIONAL TRUST

MONTGOMERY, AL 361022450

Accepts unsolicited proposals

Total Assets

$329K

FY 2023

Annual Giving

$16K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$1K–$3K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$13K

Total Expenses

$28K

Qualifying Distributions

$16K

Distributable Amount

$15K

Min. Investment Return

$15K

Undistributed Income

$15K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $1K through median $2K to maximum $3K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $19K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

49 grants

ALABAMA A&M UNIVERSITY
$13K
9 grants
AUBURN UNIVERSITY AT MONTGOMERY
$10K
2 grants
UNIVERSITY OF NORTH ALABAMA
$7K
5 grants
ALABAMA STATE UNIVERSITY
$7K
5 grants
UNIVERSITY OF ALABAMA IN BIRMINGHAM
$6K
4 grants
TUSKEGEE UNIVERSITY
$5K
3 grants
UNIVERSITY OF WEST ALABAMA
$5K
2 grants
UNIVERSITY OF ALABAMA
$4K
2 grants

Grant Size Distribution

49 grants

<$10K
49
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Alabama
$69K
88% of total
Arizona
$2K
3% of total
North Carolina
$2K
2% of total
Massachusetts
$2K
2% of total
Georgia
$1K
1% of total
Tennessee
$1K
1% of total
District of Columbia
$1K
1% of total
Florida
$1K
1% of total

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