Claude L Nelson Charitable
Claude L Nelson Charitable is a private foundation, based in VESTAVIA HILLS, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $160K in total assets. In 2024, it awarded 6 grants totaling $9K. Net investment income was $11K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$160K
-3.6% YoY
Annual Giving
$9K
-39.3% YoY
Grant Count
6
-33.3% YoY
Avg Grant Size
$1K
-8.9% YoY
About Claude L Nelson Charitable
Based on IRS filings
Claude L Nelson Charitable is a private foundation, based in VESTAVIA HILLS, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $160K in total assets. In 2024, it awarded 6 grants totaling $9K. Net investment income was $11K.
Ready to take the next step with Claude L Nelson Charitable?
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 | $160,047 | $165,939 | $178,394 |
| Revenue | $16,893 | $15,729 | $10,557 |
| Expenses | $22,785 | $28,184 | $18,484 |
| Qualifying Distributions | $21,653 | $27,148 | $17,268 |
| Net Investment Income | $10,761 | $9,693 | $9,341 |
| Distributable Amount | $8,472 | $8,488 | $9,427 |
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
54 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 |
|---|---|---|---|
| LESA NELSON AGEE | PRES-DIR | 1 | — |
| WILLIAM HENRY AGEE | SEC-DIR | 1 | — |
| NELSON AGEE | DIRECTOR | 1 | — |
| CLAY S AGEE | TREAS-DIR | 1 | — |
| ANNA M AGEE | VICE PRES | 10 | $12,000 |
Related Funders
Similar funders by location and focus area
The Foundation of Marshall Medical
GUNTERSVILLE, AL
Assets
$2.7M
Grants
1
Total Given
$225K
Gamma Theta Educational Foundation Inc
TUSCALOOSA, AL
Assets
—
Grants
0
Total Given
—
The Starfish Project
HOOVER, AL
Assets
$2K
Grants
0
Total Given
—
Michael Nix Arts Scholarship a Non Profit Corp
LEXINGTON, AL
Assets
$461
Grants
0
Total Given
—
Raquib Family Waqf Foundation
BIRMINGHAM, AL
Assets
$759K
Grants
1
Total Given
$86K
A Hays Zieman & Christine B Zieman
MOBILE, AL
Assets
$1.0M
Grants
10
Total Given
$40K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Claude L Nelson Charitable on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities