Claude L Nelson Charitable
VESTAVIA HILLS, AL EIN: 63-1082768
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Claude L Nelson Charitable fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Alabama $30K (57%)
Tennessee $9K (17%)
New York $5K (10%)
Illinois $3K (5%)
Florida $2K (4%)
District of Columbia $2K (3%)
Virginia $1K (3%)
Georgia $400 (1%)
+1 more states
Cities
AlexandriaAnnistonAtlantaBaltimoreBirminghamChicagoCoconut CreekDecaturHooverMccleanMemphisMonteagleNashvilleNew YorkRye BrookSewaneeWashingtonWedowee
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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