Stegall Charitable Educational
Stegall Charitable Educational is a private foundation based in Murfreesboro, Tennessee. It awards scholarships to qualifying applicants pursuing college study; its website limits eligibility to Tennessee residents and applicants to Tennessee schools.
Key facts about Stegall Charitable Educational
In short: Stegall Charitable Educational gave $85K across 55 grants in 2024 (avg $2K), mostly in Tennessee. 42% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 48-1281001
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $85,000
- Grants made (2024)
- 55
- Average grant
- $1,545
- Median grant
- $1,000
- New grantees (estimate)
- 42% first-time grantees (23 of 55, 2024)
- Total assets
- $630,656
- Primary geography
- Tennessee (99% of itemized 2024 grant dollars)
- How to apply
- The filing directs applicants to contact Amy Swartz, trustee, and use the attached form; materials and award restrictions are also specified in that form. Full details ↓
- Deadline
- December 1 for the spring semester; July 1 for the fall semester.
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$631K
-7.5% YoY
Annual Giving
$85K
+26.9% YoY
Grant Count
55
+41.0% YoY
Avg Grant Size
$2K
-10.0% YoY
Under IRS private-foundation payout rules, Stegall Charitable Educational reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
Is Stegall Charitable Educational open to new grantees?
42%
first-time grantees, 2024
In 2024, 23 of 55 grantees (42%) were first-time recipients. First grants averaged $1K; repeat grants $2K. How we count
Medians: $1K first-time, $2K repeat.
- 58% of 2024 grantees were also funded in 2023. Method
- Giving grew 188% from 2021 to 2024. Method
- In 2024 it paid out 330% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s stated direct charitable activity is awarding scholarships to qualifying applicants. Scholarships are for college expenses, including tuition, fees, room and board, books, and materials. The foundation’s website gives preference first to applicants who have demonstrated public service through civic responsibilities and second to those who intend to become attorneys.
Grantmaking
In 2024, the foundation reported 55 grants totaling $85,000. Individual grants ranged from $1,000 to $3,000, with a median of $1,000. The largest listed awards were $3,000 each to Hobert Brabson, Alexa Davis, Ethan Edney, Tania Humphrey, Andrew Lena, Malakia May, and Abigail Satterfield, all for education.
The website describes scholarships of $1,000 per semester, with no more than two in one year. Applicants must meet the stated academic and financial-need requirements and generally be enrolled full-time. Awards are made on a per-semester basis, and funds are paid to the college or university, except when tuition is already fully covered from other sources.
Review Cycle
December 1 for the spring semester; July 1 for the fall semester.
How to Apply
The filing directs applicants to contact Amy Swartz, trustee, and use the attached form; materials and award restrictions are also specified in that form.
Ready to take the next step with Stegall Charitable Educational?
Geographic Focus
Where this funder awards grants
The foundation’s website restricts applicants to Tennessee residents applying to Tennessee schools. In 2024, 99% of grant dollars went to recipients in Tennessee and 1% to recipients in Massachusetts.
Grant Distribution by State
Share of 2024 grant dollars across all 55 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $29K (2020) to $85K (2024). In 2024 it made 55 grants totaling $85K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Hobert Brabson ($3K). Together the top 10 received $27K.
Grant Size Distribution
196 grants across all recorded years
The most common grant size was under $50K: 196 grants of 196 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hobert Brabson Cleveland, TN | Education | $3,000 |
| Alexa Davis Smyrna, TN | Education | $3,000 |
| Ethan Edney Linden, TN | Education | $3,000 |
| Tania Humphrey Harrison, TN | Education | $3,000 |
| Andrew Lena Mt Juliet, TN | Education | $3,000 |
| Malakia May Harrogate, TN | Education | $3,000 |
| Abigail Satterfield Flintville, TN | Education | $3,000 |
| Aria Beloate Franklin, TN | Education | $2,000 |
| Kennedy Bolton Cordova, TN | Education | $2,000 |
| Katie Campbell Thompsonstation, TN | Education | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $630,656 | $81,071 | $112,665 | $85,000 |
| 2023 | $682,025 | $22,714 | $95,470 | $67,000 |
| 2022 | $704,584 | $37,295 | $57,244 | $32,000 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $630,656 | $682,025 | $704,584 |
| Revenue | $81,071 | $22,714 | $37,295 |
| Expenses | $112,665 | $95,470 | $57,244 |
| Qualifying Distributions | $104,681 | $88,619 | $49,107 |
| Net Investment Income | $72,198 | $10,730 | $30,020 |
| Distributable Amount | $31,730 | $34,813 | $36,061 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Amy Swartz as president, Sandra Y Trail as treasurer, and Hugh Jones as secretary.
Stegall Charitable Educational is led by Amy Swartz, President on every filing since 2020; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Amy Swartz
President
On filings since 2020
1 hr/week
$5K (2020) → $6K (2024)
Hugh Jones
Secretary
On filings since 2020
1 hr/week
$5K (2020) → $6K (2024)
Sandra Y. Trail
Treasurer
On filings since 2020
1 hr/week
$5K (2020) → $6K (2024)
Data from IRS Form 990 filings, 2020–2024. "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 $6K, to Amy Swartz (President). 3 officers or directors reported compensation on that filing.
Contact
Application contact: Amy Swartz Trustee
Mailing address: PO Box 10965, Murfreesboro, TN 37129-0020
Phone: (615) 895-9890
Frequently asked questions about Stegall Charitable Educational
How much does Stegall Charitable Educational give each year?
Stegall Charitable Educational gave $85K across 55 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $67K across 39 grants.
What is Stegall Charitable Educational's typical grant size?
Stegall Charitable Educational's median grant in 2024 was $1,000, and its average grant was $1,545, across 55 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Stegall Charitable Educational that year got $1K on average.
Where does Stegall Charitable Educational give grants?
Stegall Charitable Educational gives mostly in Tennessee: 99% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Nashville, TN (4 grants), Murfreesboro, TN (4 grants), Smyrna, TN (3 grants) and Savannah, TN (3 grants).
Does Stegall Charitable Educational give general operating support?
Not in 2024: none of the 55 grants with a stated purpose on Stegall Charitable Educational's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (54 grants).
Who are Stegall Charitable Educational's largest grantees?
Stegall Charitable Educational's largest 2024 grantees include Hobert Brabson ($3,000), Alexa Davis ($3,000) and Ethan Edney ($3,000), according to its 2024 IRS Form 990-PF. Together they received 11% of its itemized 2024 grant dollars.
How large is Stegall Charitable Educational?
Stegall Charitable Educational reported $631K in total assets on its 2024 IRS Form 990-PF. It paid out $105K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets).
What does Stegall Charitable Educational fund?
The foundation’s stated direct charitable activity is awarding scholarships to qualifying applicants. Scholarships are for college expenses, including tuition, fees, room and board, books, and materials. See mission & focus areas ↑
How do I apply for a grant from Stegall Charitable Educational?
The filing directs applicants to contact Amy Swartz, trustee, and use the attached form; materials and award restrictions are also specified in that form. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Stegall Charitable Educational's EIN?
Stegall Charitable Educational's EIN (Employer Identification Number) is 48-1281001. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Stegall Charitable Educational by hand.
Explore Open Grants
Browse active grant opportunities in Stegall Charitable Educational's focus areas in our free grants database
Similar Funders
Similar funders in Tennessee
The Community Foundation of Middle Tennessee Inc
Nashville, TN
The Community Foundation of Middle Tennessee supports nonprofits across a range of needs, including housing, disaster relief, education, health, public safety, and the arts. Its 2024 grants had a median award of $8,500, with amounts ranging widely; it primarily serves Middle Tennessee, with 76% of 2024 grant dollars going to Tennessee recipients. Special Interest Grant applications are submitted through its grants portal; no new competitive Community Impact cycle is planned for fiscal year 2026–2027.
Assets
$832.0M
Grants
2,450
Total Given
$107.1M
Dollar General Employee Assistance
Goodletsville, TN
The foundation provides emergency financial assistance to active Dollar General employees and their families facing qualifying hardships, such as a home loss, a death, or a serious illness or injury. In 2026, grants ranged from $37 to $6,000, with a median of $2,000; all reported recipients were in Tennessee. It accepts applications from eligible employees, who must submit supporting documentation.
Assets
$5.8M
Grants
957
Total Given
$1.7M
HCA Healthcare Foundation
Nashville, TN
HCA Healthcare Foundation funds community health and health equity, including primary care, basic needs, education, and the arts; its Middle Tennessee Fund serves nine counties, while other initiatives support communities served by HCA Healthcare. In 2024, grants ranged from $1,000 to $9.65 million, with a median of $5,000. It accepts requests through an Applicant Inquiry Form for new applicants and organizations that have not received funding in 18 months; staff provide next steps after review.
Assets
$192.7M
Grants
999
Total Given
$25.4M
The Community Foundation of Greater Chattanooga Inc
Chattanooga, TN
The foundation supports scholarships and community needs including affordable housing, health and wellness, workforce development, education, culture, and hunger relief, with a focus on Chattanooga and surrounding areas; Fund for Chattanooga grants prioritize organizations serving Hamilton County residents. Its 2024 grants had a median of $10,000, and a separate program offers unrestricted grants of up to $30,000. It does not describe an open unsolicited application process: prospective applicants are asked to discuss a proposal with staff, who may invite them to apply.
Assets
$245.3M
Grants
810
Total Given
$25.8M
Community Foundation of Greater Memphis Inc
Memphis, TN
The Community Foundation of Greater Memphis supports community needs, nonprofit capacity building, and donor-directed and theme-based grants, with awards across West Tennessee, eastern Arkansas, and northern Mississippi. Its 2025 grants had a median of $20,200, though amounts varied widely; unsolicited requests are accepted only through specific application-based opportunities, not stated as a general process.
Assets
$953.1M
Grants
761
Total Given
$134.3M
Christian Community Foundation of Memphis
Memphis, TN
The foundation supports a broad range of U.S. charities through donor-advised funds, with a particular focus on Christian ministries and community transformation in Memphis; its Hope for Memphis Fund serves eligible Gospel-centered nonprofits in the Memphis metro area. Its 2025 grants had a median of $22,050, and it accepts applications for the Hope for Memphis Fund during its stated application cycle.
Assets
$229.0M
Grants
636
Total Given
$109.7M
Chattanooga Christian Community Foundation
Chattanooga, TN
The foundation supports 501(c)(3) charities and Christian ministries, with grants for community needs, education, children and families, and other charitable work; its 2024 median grant was $18,250, though awards varied widely. Giving is concentrated in Tennessee, especially the Chattanooga area, with grants also reaching other states; it does not describe a general open application process—one giving circle uses member nominations, and Unidos en Compasión accepts applications by invitation.
Assets
$136.1M
Grants
567
Total Given
$36.4M
Dollar General Literacy Foundation
Goodlettsville, TN
The foundation funds adult, family, youth, and summer literacy programs, English-language learning, high school equivalency preparation, and disaster recovery for eligible public school libraries. Its program awards are typically modest—up to $10,000 for Adult and Family Literacy, $3,000 for Summer Reading, and $5,000 for Youth Literacy—though larger grants are reported; it generally funds organizations in states where Dollar General operates and within 15 miles of a store or distribution center. It accepts applications through online processes during open grant periods, after applicants complete eligibility prescreening.
Assets
$84.6M
Grants
564
Total Given
$14.5M
International Paper Company Foundation
Memphis, TN
The foundation funds education, hunger relief, health and wellness, and disaster relief, primarily in communities where International Paper operates and has a significant employee presence. In 2024, grants ranged from $500 to $250,000, with a median of $3,500. It accepts unsolicited requests, except Memphis-area requests are by invitation only.
Assets
$76.4M
Grants
472
Total Given
$3.4M
United Way of Middle Tennessee Inc
Nashville, TN
United Way of Middle Tennessee funds nonprofit programs in education, financial stability, and health, especially those serving low-income families and vulnerable children and adults; it also supports HIV care and disaster recovery. In 2025, grants ranged from $5,015 to $697,309, with a median of $22,500. Its Community Impact Funding serves nine Middle Tennessee counties, while some programs serve people statewide; the profile does not state whether it accepts unsolicited requests.
Assets
$68.1M
Grants
347
Total Given
$19.7M
Regal Foundation
Knoxville, TN
Assets
$10.0M
Grants
343
Total Given
$3.0M
Dorothy Cate and Thomas F Frist
Nashville, TN
The foundation supports a broad range of organizations and projects, including education, conservation, counseling, community funds, and other community initiatives; most of its 2025 grant dollars went to Tennessee, with some support in other states. Grants ranged from $250 to $325,000, with a median of $2,500. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$37.9M
Grants
309
Total Given
$2.8M
More Funders in Tennessee
Stegall Charitable Educational down — hundreds of funders to go?