Nellie S Stege Trust Under Will
Nellie S Stege Trust Under Will is a private foundation, based in Birmingham, AL. IRS filing data is available from 2019 through 2023. In 2023, it awarded 3 grants totaling $161K. Net investment income was $17K.
Nellie S Stege Trust Under Will at a glance
In short: Nellie S Stege Trust Under Will gave $161K across 3 grants in 2023 (avg $54K), top state Minnesota. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $160,899
- +1687.8% vs 2022
- Grants made (2023)
- 3
- +50.0% vs 2022
- Average grant
- $53,633
- +1091.8% vs 2022
- Median grant
- $53,633
- Primary geography
- Minnesota (33% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Nellie S Stege Trust Under Will funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2023
The largest 2023 recipient was Pheasants Forever Inc ($54K). Together the top 3 received $161K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 7 grants of 10 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 3 itemized grants.
States
Cities
How Nellie S Stege Trust Under Will gives
- Giving grew 3398% from 2020 to 2023. Method
- In 2023 it paid out well above 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 2023, annual grant giving ranged from $5K (2020) to $161K (2023). In 2023 it made 3 grants totaling $161K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pheasants Forever Inc St. Paul, MN | General Operating | $53,633 |
| Jones Regional Medical Center Foundation Anamosa, IA | General Operating | $53,633 |
| Jones County Community Foundation Raleigh, NC | General Operating | $53,633 |
Ready to take the next step with Nellie S Stege Trust Under Will?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $20,192 | $170,275 | $160,899 | 3 | $166,911 | $17,123 | $7,008 |
| 2022 | $150,309 | $9,475 | $14,771 | $9,000 | 2 | $10,450 | $6,575 | $8,718 |
| 2021 | $155,616 | $14,348 | $12,130 | $7,400 | 2 | $8,650 | $11,838 | $10,134 |
| 2020 | $153,398 | $9,224 | $9,130 | $4,600 | 1 | — | $6,450 | $8,691 |
| 2019 | $153,282 | $8,766 | $14,285 | $10,000 | 2 | — | $6,199 | $8,595 |
Under IRS private-foundation payout rules, Nellie S Stege Trust Under Will reported a distributable amount of $7K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Nellie S Stege Trust Under Will's only listed officer is Regions Bank Trust Dept, Trustee on every filing since 2022 (compensated).
Officers on the 2023 filing
Regions Bank Trust Dept
Trustee
On filings since 2022
1 hr/week
$4K (2022) → $4K (2023)
Former officers (1)
- Former: Regions Bank (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $4K, to Regions Bank Trust Dept (Trustee).
Frequently asked questions about Nellie S Stege Trust Under Will
How much does Nellie S Stege Trust Under Will give each year?
Nellie S Stege Trust Under Will gave $161K across 3 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $9K across 2 grants.
What is Nellie S Stege Trust Under Will's typical grant size?
Nellie S Stege Trust Under Will's median grant in 2023 was $53,633, and its average grant was $53,633, across 3 grants on its 2023 IRS Form 990-PF.
Where does Nellie S Stege Trust Under Will give grants?
Nellie S Stege Trust Under Will's top state is Minnesota, with 33% of the grant dollars itemized on its 2023 IRS Form 990-PF. The next largest states were Iowa (33%) and North Carolina (33%).
Does Nellie S Stege Trust Under Will give general operating support?
Yes: 100% of Nellie S Stege Trust Under Will's 2023 grants with a stated purpose (3 of 3) were for general or operating support, per its 2023 IRS Form 990-PF.
How much is Nellie S Stege Trust Under Will required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Nellie S Stege Trust Under Will reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Nellie S Stege Trust Under Will's EIN?
Nellie S Stege Trust Under Will's EIN (Employer Identification Number) is 42-6179719. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- IRS filings on file for fiscal years 2019–2023
Explore Open Grants
Browse active grant opportunities in Nellie S Stege Trust Under Will's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Alabama
Community Foundation of Greater Dubuque
Dubuque, IA
It funds community needs across health, education, youth development, arts, social services, nonprofit capacity-building, and collaborative initiatives in a seven-county Eastern Iowa region, including through affiliate foundations. In 2024, its grants had a median of $13,500, with awards ranging from $5,020 to $1,292,499. The profile does not state whether it accepts unsolicited requests.
Assets
$165.4M
Grants
211
Total Given
$8.0M
Spahn & Rose Lumber Co Charitable Fdtn
Dubuque, IA
The foundation supports higher education, education, youth—especially at-risk youth—health, housing, recreation, and healthy communities, primarily in Iowa and also in Georgia, Wisconsin, and Illinois. Its 2026 grants ranged from $150 to $10,000, with a median of $1,000. It says it gives to preselected organizations and does not accept unsolicited requests, though its website describes a request form for 501(c)(3) organizations.
Assets
$1.8M
Grants
84
Total Given
$148K
Ima Foundation
Wichita, KS
Assets
$11.4M
Grants
602
Total Given
$831K
Poarch Family Foundation
Houston, TX
The Poarch Family Foundation supports a range of charitable organizations, including education, health, social services, and conservation, with most 2024 funding going to Texas recipients. Its 22 grants in 2024 totaled $622,400, with a median grant of $7,500 and awards ranging from $900 to $250,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$88K
Grants
22
Total Given
$622K
Mesara Family Foundation
Kalamazoo, MI
The Mesara Family Foundation supports education, conservation, and other causes of special family interest, primarily in Michigan, while considering well-aligned projects elsewhere; it does not fund political or faith-based causes. Its 2025 grants ranged from $1,500 to $50,000, with a median of $8,500. It accepts unsolicited requests from organizations, which can begin by emailing a brief description of their organization and proposed project.
Assets
$5.4M
Grants
43
Total Given
$484K
James E Dutton Foundation Inc
Merrill, WI
The James E. Dutton Foundation supports wildlife and domestic animal causes, environmental preservation, natural resources, and outdoor education, primarily in Wisconsin and the Midwest, though it has no geographic boundaries. Its 2025 grants ranged from $1,000 to $12,500, with a median of $4,900. It accepts unsolicited written requests and has no formal application form.
Assets
$2.7M
Grants
35
Total Given
$184K
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Nellie S Stege Trust Under Will's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Nellie S Stege Trust Under Will down — hundreds of funders to go?