FundersAlabama

Rucker & Margaret Agee Fund Ua

Birmingham, AL · EIN 63-6020244. Reported 84 grants totalling $173,000 to 33 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$1,000median grant
$173,000granted, 2021-2024
33organizations funded
80%of grantees funded again the next year
$942,916assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Rucker & Margaret Agee Fund Ua did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $1,000. Half of everything it gave fell between $1,000 and $2,000; the smallest was $500 and the largest $13,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
20 grants
$1,000 - $5,000
57 grants
$5,000 - $10,000
3 grants
$10,000 - $25,000
4 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
St Mary Episcopal ChurchCold Spring, NY$24,000222023
Southern Environmental Law CenterCharlottesville, VA$19,000442024
St Mary's on the HighlandsBirmingham, AL$13,000112021
St Marys Church in the HighlandsCold Spring, NY$12,500112024
Cahaba River SocietyBirmingham, AL$11,500442024
Birmingham Public LibraryBirmingham, AL$7,000442024
Aldridge GardensHoover, AL$6,500442024
Alabama Symphonic Association IncBirmingham, AL$6,000332024
Birmingham BotanicalBirmingham, AL$5,500222023
Birmingham Museum of ArtBirmingham, AL$5,500442024
Altamont SchoolBirmingham, AL$5,000442024
Black Warrior RiverkeepersBirmingham, AL$5,000442024
Community KitchensBirmingham, AL$5,000442024
Friends of the Birmingham Botanical SociBirmingham, AL$4,000112021
Alabama Department of Archives and HistoMontgomery, AL$3,500222024
Space One ElevenBirmingham, AL$3,500442024
Birmingham Botanical SocietyMountain Brk, AL$3,000112024
Cornerstone Schools of Alabama IncBirmingham, AL$3,000442024
Cragfont State HistoricCastalian Springs, TN$3,000222023
Friends of the Alabama Department of ArcMontgomery, AL$3,000222023
Greater Birmingham Humane SocietyBirmingham, AL$3,000112021
Studio By the TracksIrondale, AL$3,000442024
University of Alabama LibrariesTuscaloosa, AL$3,000442024
Horizons SchoolBirmingham, AL$2,500442024
Preschool PartnersMountain Brk, AL$2,500442024
Boy Scouts of AmericaIrving, TX$2,250332024
Historic Cragfont IncCastalin Spgs, TN$2,000112024
Canine Compasion FundNorthport, AL$1,500112022
Cragfont Historical HouseCastalian Springs, TN$1,500112021
Alabama Symphonic AssocBirmingham, AL$1,000112021
Boy Scouts of AmericaBirmingham, AL$1,000112021
Converse CollegeSpartanburg, SC$750112021
Highlands SchoolBirmingham, AL$500112021

21 of 33 (64%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 80%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What kind of organizations it funds

By the recipient's own IRS classification, for the 35 grants where we could identify the organization. These are assigned categories, not our guesses.

Education
13 grants
Arts & Culture
12 grants
Environment
5 grants
Community Improvement
4 grants
Animal Welfare
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202123$50,000$1,500
202221$35,000$1,000
202320$42,000$1,000
202420$46,000$1,500

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 62% of this one's giving went to organizations in Alabama. If you are outside its footprint, that matters more than how well your programme fits.

Alabama
$108K
New York
$36K
Virginia
$19K
Tennessee
$6K
Texas
$2K
South Carolina
$750

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

The Community Foundation of Greater12 shared recipientsDonor Advised Charitable Giving Inc10 shared recipientsThe Daniel Foundation of Alabama10 shared recipientsAlabama Power Foundation Inc9 shared recipientsFidelity Investments Charitable Gift Fund8 shared recipientsVanguard Charitable Endowment Program7 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $1,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Alabama.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding education in New YorkEvery funder in this group, rankedFoundations funding arts & culture in New YorkEvery funder in this group, rankedFoundations funding environment in New YorkEvery funder in this group, rankedFoundations funding education in VirginiaEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from Rucker & Margaret Agee Fund Ua's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: P O Box 11647, Birmingham, AL, 35202. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 63-6020244 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.