Cause IQ organization profile

Ellison Charitable Remainder Trust

Form 990s | Financials | Vendors | Peers

Ellison Charitable Remainder Trust is a private foundation based in Montgomery, AL that was founded in 2014. As of 2019 they had $152,153 in revenue and $2.8 million in assets.

Ellison Charitable Remainder Trust makes grants to other organizations, such as and $164,982 to Huntingdon College for "Educational".

Previous legal names or variations of their name include: Connie Tullis Ellison Crt 47-8015-019.

EIN:

72-6240813

City:

Montgomery

State:

Alabama

Founded:

2014

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$152,153

Assets:

$2,885,163

Fiscal year end:

December

Revenue trends:

Asset trends:

Form 990s for Ellison Charitable Remainder Trust

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Aug 17, 2019	990PF	View PDF
2017-12	Jul 18, 2018	990PF	View PDF
2016-12	May 23, 2017	990PF	View PDF
2015-12	Nov 13, 2017	990PF	View PDF
2014-12	Jun 2, 2015	990PF	View PDF
...and three more Form 990 PDFs

Financials for Ellison Charitable Remainder Trust

Field	2018
Total grants, contributions, etc.	$0
Investment income and dividends	$64,785
Net rental income	$0
Net gain from sale of non-inventory assets	$86,611
Gross sales of inventory	$0
Miscellaneous revenues	$757
Total revenues	$152,153

Field	2018
Compensation of current officers, etc.	$25,908
Non-officer salaries and wages	$0
Pension/retirement accruals and contributions	$0
Legal fees	$0
Accounting fees	$3,565
Other fee-for-service	$0
Interest	$1,400
Depreciation, amortization, etc.	$0
Occupancy	$0
Travel	$0
Office expenses
Grants to all govts., orgs., and individuals	$164,982
All other expenses	$6,377
Total expenses	$202,232

Field	2018
Cash (non-interest-bearing)	$82,667
Savings, short-term investments, etc.	$0
Accounts receivable	$0
Pledges and grants receivable	$0
Loans receivable from officers, directors, etc.	$0
Notes and loans receivable	$0
Inventories for use	$0
Prepaid expenses and deferred charges	$0
Investments in government obligations	$0
Investments in corporate stock	$1,316,102
Investments in corporate bonds	$1,247,688
Investments in land, buildings, and equipment	$0
Investments in mortgage loans	$0
Other types of investments	$0
Buildings, equipment, etc. post-depreciation	$233,010
Other assets	$5,696
Total assets	$2,885,163

Field	2018
Accounts payable and accrued expenses	$0
Grants payable	$0
Deferred revenue	$0
Loans payable to officers and disqualified persons	$0
Secured mortgages and notes payable to unrelated third parties	$0
Other liabilities	$0
Total liabilities	$0

Field	2018
Unrestricted net assets	$2,885,163
Temporarily restricted net assets	$0
Permanently restricted net assets	$0

Vendors for Ellison Charitable Remainder Trust

Vendor	Services	Amount paid	Date
Aldridge Borden and Company PC	Tax accounting		2019-05-10

Peer private foundations

	Name	Type	Revenue	Location
1	Shriner's Hospital for Crippled Child	501(c)(3)	$142,582	Birmingham, AL
2	Alexander J Grossman Scholarship Foundation	501(c)(3)	$137,047	Birmingham, AL
3	Trust Created Uw / W of George Marinos	501(c)(3)	$506,129	Mobile, AL
4	Herbert and Edith Carlson Char Foundation Tua	501(c)(3)	$194,814	Birmingham, AL
5	Minnie B Thornton Test Trust	501(c)(3)	$127,402	Birmingham, AL
6	Beach Foundation TR D for Baptist Village 1055000156	501(c)(3)	$391,913	Birmingham, AL
7	Maude Davis Robertson Trust	501(c)(3)	$85,294	Birmingham, AL
8	James W and Jean Hartley Hallmon Foundation	501(c)(3)	$50,849	Tuscaloosa, AL
9	Millington F Carpenter Tuw	501(c)(3)	$71,046	Birmingham, AL
10	M Royal Trust Uw Fbo 1ST United Methodist	501(c)(3)	$77,708	Birmingham, AL
11	Edge Endowment Fund	501(c)(3)	$93,676	Troy, AL
12	Henry G Sims and Henry U Sims Mem Fund	501(c)(3)	$42,655	Birmingham, AL
13	TR Uw of Joe Douglass Dean	501(c)(3)	$46,231	Birmingham, AL
14	Stokes and Sarah Brown Charitable Foundation	501(c)(3)	$271,502	Birmingham, AL
15	George Stern Tuw	501(c)(3)	$132,209	Birmingham, AL
16	Julien E Marx Foundation Trust	501(c)(3)	$743,478	Mobile, AL
17	Trust of Annie Graham King	501(c)(3)	$507,535	Montgomery, AL
18	B Tinsley Tuacharity 5655000051	501(c)(3)	$65,643	Birmingham, AL
19	Brinkley Taf Brinkley Foundation	501(c)(3)	$407,159	Birmingham, AL
20	Henrich L Trust Fbo Charities 8755000056	501(c)(3)	$263,702	Birmingham, AL
21	Harold B Wetherbee TR Uw for Ymca of Albany	501(c)(3)	$195,326	Birmingham, AL
22	Helen E Stihel Tuw 3455000584	501(c)(3)	$55,289	Birmingham, AL
23	The Harry Haman Charitable Remainder Unitrust	501(c)(3)	$58,073	Atmore, AL
24	Ahepa 23	501(c)(3)	$238,054	Montgomery, AL
25	Thomas N Beach and Mildred V Beach Foundation Trust A for Brunswick	501(c)(3)	$237,755	Birmingham, AL

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Cause IQ organization profile

Ellison Charitable Remainder Trust

Form 990s for Ellison Charitable Remainder Trust

Financials for Ellison Charitable Remainder Trust

Vendors for Ellison Charitable Remainder Trust

Peer private foundations

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