Sterne Agee Charitable Foundation Inc

BIRMINGHAM, AL EIN: 63-1234814

Sterne Agee Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 3 grants totaling $250K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$250K

+2107.5% YoY

Grant Count

3

+50.0% YoY

Avg Grant Size

$83K

+1371.7% YoY

About Sterne Agee Charitable Foundation Inc

Based on IRS filings

Sterne Agee Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 3 grants totaling $250K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Birmingham

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$70K$140K$210K$280K202020212022
Metric202220212020
Total Assets$253,272$264,491
Revenue$1,314$3,884$3,830
Expenses$254,586$15,103$17,166
Qualifying Distributions$252,100$13,163
Net Investment Income$1,943
Distributable Amount$9,507$12,687$13,260

Giving Over Time

Total grant dollars and number of grants per year

$0$63K$125K$188K$250K2 grants20202 grants20213 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2022

FRIENDS OF THE BIRMINGHA…$125KBIRMINGHAM HISTORICAL SO…$100KBIRMINGHAM SOUTHERN COLL…$25K

Grant Size Distribution

7 grants across all recorded years

5<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

NameTitleHoursCompensation
B HANSON SLAUGHTERPRESIDENT0.25
JOHN RUCKERSECRETARY0.25
LINDA M DANIELTREASURER0.25

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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