Rucker & Margaret Agee Fund Ua

BIRMINGHAM, AL EIN: 63-6020244

Rucker & Margaret Agee Fund Ua is a private foundation focused on Arts and culture, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $884K in total assets. In 2024, it awarded 20 grants totaling $46K. Net investment income was $67K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$884K

+2.4% YoY

Annual Giving

$46K

+9.5% YoY

Grant Count

20

+0.0% YoY

Avg Grant Size

$2K

+9.5% YoY

Under IRS private-foundation payout rules, Rucker & Margaret Agee Fund Ua reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

About Rucker & Margaret Agee Fund Ua

Based on IRS filings

Rucker & Margaret Agee Fund Ua is a private foundation focused on Arts and culture, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $884K in total assets. In 2024, it awarded 20 grants totaling $46K. Net investment income was $67K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BirminghamCastalian SpringsCastalin SpgsCharlottesvilleCold SpringHooverIrondaleIrvingMontgomeryMountain BrkNorthportSpartanburgTuscaloosa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$42K$63K$83K20202021202220232024
Metric202420232022
Total Assets$884,491$863,775$868,632
Revenue$70,027$38,213$7,822
Expenses$51,201$47,057$41,971
Qualifying Distributions$47,200$43,908$36,978
Net Investment Income$66,727$34,534$17,112
Distributable Amount$48,112$47,069$45,021

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$25K$38K$50K23 grants202023 grants202121 grants202220 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ST MARYS CHURCH IN THE H…$13KSOUTHERN ENVIRONMENTAL L…$5KCAHABA RIVER SOCIETY$3KBIRMINGHAM BOTANICAL SOC…$3KALABAMA SYMPHONIC ASSOCI…$3KALABAMA DEPARTMENT OF AR…$3KBIRMINGHAM PUBLIC LIBRARY$2KHISTORIC CRAGFONT INC$2KALDRIDGE GARDENS$2KBLACK WARRIOR RIVERKEEPERS$2K

Grant Size Distribution

107 grants across all recorded years

107<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Marys Church in the Highlands ($12,500), Southern Environmental Law Center ($5,000), Cahaba River Society ($3,000).

RecipientPurposeAmount
CAHABA RIVER SOCIETY BIRMINGHAM, ALGENERAL OPERATING$3,000
COMMUNITY KITCHENS BIRMINGHAM, ALGENERAL OPERATING$1,000
UNIVERSITY OF ALABAMA LIBRARIES TUSCALOOSA, ALGENERAL OPERATING$1,000
STUDIO BY THE TRACKS IRONDALE, ALGENERAL OPERATING$1,000
HORIZONS SCHOOL BIRMINGHAM, ALGENERAL OPERATING$1,000
BLACK WARRIOR RIVERKEEPERS BIRMINGHAM, ALGENERAL OPERATING$1,500
ST MARYS CHURCH IN THE HIGHLANDS COLD SPRING, NYGENERAL OPERATING$12,500
BOY SCOUTS OF AMERICA IRVING, TXGENERAL OPERATING$750
BIRMINGHAM PUBLIC LIBRARY BIRMINGHAM, ALGENERAL OPERATING$2,000
PRESCHOOL PARTNERS MOUNTAIN BRK, ALGENERAL OPERATING$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Rucker & Margaret Agee Fund Ua?

Rucker & Margaret Agee Fund Ua is a private foundation focused on Arts and culture, based in BIRMINGHAM, AL. It holds $884K in total assets as of 2024.

How large is Rucker & Margaret Agee Fund Ua?

As of 2024, Rucker & Margaret Agee Fund Ua holds $884K in total assets with $70K in annual revenue. It awarded 20 grants totaling $46K in 2024.

Where does Rucker & Margaret Agee Fund Ua operate?

Rucker & Margaret Agee Fund Ua has awarded grants in Alabama, New York, South Carolina, Tennessee, Texas, Virginia.

What size grants does Rucker & Margaret Agee Fund Ua award?

In 2024, Rucker & Margaret Agee Fund Ua awarded 20 grants totaling $46K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Rucker & Margaret Agee Fund Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rucker & Margaret Agee Fund Ua reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Rucker & Margaret Agee Fund Ua's EIN?

Rucker & Margaret Agee Fund Ua's EIN (Employer Identification Number) is 63-6020244. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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