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
Under IRS private-foundation payout rules, Claude L Nelson Charitable reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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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
Among its reported 2024 grants, the largest include Randolph County Al Dhr ($4,000), Arc of Calhoun Cleburne Counties ($1,000), Circle of Love Foundation ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ARC OF CALHOUN CLEBURNE COUNTIES ANNISTON, AL | SUPPORT FOR PEOPLE WITH DISABILITIES | $1,000 |
| CIRCLE OF LOVE FOUNDATION HOOVER, AL | SUPPLIES & TOYS FOR NEEDY CHILDREN | $1,000 |
| LUKEMIA LYMPHOMA SOCIETY RYE BROOK, NY | MEDICAL RESEARCH & PATIENT SUPPORT | $1,000 |
| ST ANDREWS SCHOOL SEWANEE, TN | EDUCATION SUPPORT | $500 |
| RANDOLPH COUNTY AL DHR WEDOWEE, AL | ASSISTANCE FOR FOSTER CHILDREN | $4,000 |
| INTESTITIAL CYSTITIS ASSOCIATION MCCLEAN, VA | MEDICAL RESEARCH | $1,000 |
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 |
Frequently Asked Questions
How large is Claude L Nelson Charitable?
As of 2024, Claude L Nelson Charitable holds $160K in total assets with $17K in annual revenue. It awarded 6 grants totaling $9K in 2024.
Where does Claude L Nelson Charitable operate?
Claude L Nelson Charitable has awarded grants in Alabama, District of Columbia, Florida, Georgia, Illinois, Maryland, New York, Tennessee, Virginia.
What size grants does Claude L Nelson Charitable award?
In 2024, Claude L Nelson Charitable awarded 6 grants totaling $9K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Claude L Nelson Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Claude L Nelson Charitable reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Claude L Nelson Charitable's EIN?
Claude L Nelson Charitable's EIN (Employer Identification Number) is 63-1082768. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Claude L Nelson Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.