Claude L Nelson Charitable
Claude L Nelson Charitable is a private foundation, based in Vestavia Hills, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $155K in total assets. In 2025, it awarded 3 grants totaling $17K. Net investment income was $13K.
Claude L Nelson Charitable at a glance
In short: Claude L Nelson Charitable gave $17K across 3 grants in 2025 (avg $6K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,900
- +98.8% vs 2024
- Grants made (2025)
- 3
- -50.0% vs 2024
- Average grant
- $5,633
- +297.6% vs 2024
- Median grant
- $2,400
- Total assets
- $154,592
- -3.4% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Claude L Nelson Charitable funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Randolph County Al DHR ($14K). Together the top 3 received $17K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Claude L Nelson Charitable gives
- Giving grew 322% from 2022 to 2025. Method
- In 2025 it paid out 207% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $4K (2022) to $17K (2025). In 2025 it made 3 grants totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Randolph County Al DHR Wedowee, AL | Assistance for Foster Children | $13,500 |
| West End Community Church Birmingham, AL | After School Program | $2,400 |
| Circle of Love Foundation Hoover, AL | Supplies & Toys for Needy Children | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $154,592 | $13,722 | $18,178 | $16,900 | 3 | $17,150 | $12,694 | $8,297 |
| 2024 | $160,047 | $16,893 | $22,785 | $8,500 | 6 | $21,653 | $10,761 | $8,472 |
| 2023 | $165,939 | $15,729 | $28,184 | $14,000 | 9 | $27,148 | $9,693 | $8,488 |
| 2022 | $178,394 | $10,557 | $18,484 | $4,000 | 3 | $17,268 | $9,341 | $9,427 |
| 2021 | $186,321 | $24,508 | $28,695 | $14,100 | 18 | $27,184 | $17,997 | $10,582 |
| 2020 | $190,508 | $6,176 | $26,437 | $11,800 | 18 | — | $4,760 | $9,543 |
| 2019 | $210,769 | $22,001 | $29,115 | $11,700 | 12 | — | $20,328 | $10,739 |
Under IRS private-foundation payout rules, Claude L Nelson Charitable reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Claude L Nelson Charitable's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Nelson Agee
Director
On filings since 2019
1 hr/week
No compensation reported
Anna M. Agee
Vice President
On filings since 2019
1 hr/week
$12K (2019) → $0 (2025)
Clay S. Agee
Treas-Dir
On filings since 2019
1 hr/week
No compensation reported
Lesa Nelson Agee
Pres-Dir
On filings since 2019
No compensation reported
William Henry Agee
Sec-Dir
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $12K, to Anna M Agee (Vice Pres).
Frequently asked questions about Claude L Nelson Charitable
How much does Claude L Nelson Charitable give each year?
Claude L Nelson Charitable gave $17K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 6 grants.
What is Claude L Nelson Charitable's typical grant size?
Claude L Nelson Charitable's median grant in 2025 was $2,400, and its average grant was $5,633, across 3 grants on its 2025 IRS Form 990-PF.
Where does Claude L Nelson Charitable give grants?
Claude L Nelson Charitable gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Claude L Nelson Charitable give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Claude L Nelson Charitable's 2025 IRS Form 990-PF were described as general or operating support.
How large is Claude L Nelson Charitable?
Claude L Nelson Charitable reported $155K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 2, 2026)
- IRS filings on file for fiscal years 2019–2025
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