Sterne Agee Charitable Foundation Inc
EIN 631234814Total Given 2017–2022
$448K
21 grants · $75K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$12K
typical small grants · $2K–$25K
grant size
55%
supporter · 6/11 multi-year
repeat
$253K
Assets (2021)
11
Distinct Recipients
About
STERNE AGEE CHARITABLE FOUNDATION SUBMITTED THEIR STATEMENT OF INTENT TO DISSOLVE TO THE ALABAMA SECRETARY OF STATE ON 10/17/2022. THE INTENT TO DISSOLVE WAS APPROVED ON 11/18/2022 WITH A PLAN OF DISTRIBUTION OF THE FOUNDATIONS ASSETS. THE ORGANIZATION IS VOLUNTARILY TERMINATING ITS STATUS UNDER SECTION 507(B)(1)(A) BY TRANSFERRING ALL OF ITS NET ASSETS TO PUBLIC CHARITIES.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(205) 380-1719
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $97K | $437K | $23K | 8 |
| 2018 | $78K | $360K | $81K | 6 |
| 2020 | $11K | $268K | $4K | 2 |
| 2021 | $11K | $253K | $4K | 2 |
| 2022 | $250K | $0 | $1K | 3 |
Grant Size Distribution
Based on 21 grants on record
Minimum
$250
25th Pctl
$2K
Median
$12K
Average
$21K
75th Pctl
$25K
Maximum
$125K
Geographic Distribution
Officers & Directors
BS
B Hanson Slaughter
5+ yrs
President
Leadership
LD
Linda M Daniel
5+ yrs
Treasurer
Leadership
JR
John Rucker
5+ yrs
Secretary
Leadership
BS
B Hanson Slaughter
5+ yrs
President
Leadership
LD
Linda M Daniel
5+ yrs
Treasurer
Leadership
JR
John Rucker
5+ yrs
Secretary
Leadership
BS
B Hanson Slaughter
5+ yrs
President
Leadership
LD
Linda M Daniel
5+ yrs
Treasurer
Leadership
JR
John Rucker
5+ yrs
Secretary
Leadership
BS
B Hanson Slaughter
5+ yrs
President
Leadership
LD
Linda M Daniel
5+ yrs
Treasurer
Leadership
JR
John Rucker
5+ yrs
Secretary
Leadership
BS
B Hanson Slaughter
5+ yrs
President
Leadership
JR
John Rucker
5+ yrs
Secretary & Treasurer
Leadership
LD
Linda M Daniel
5+ yrs
Board Member
Grants Awarded (21 total)
| Purpose | ||||
|---|---|---|---|---|
| Friends of the Birmingham Botanical Gardens | Birmingham, AL | $125,000 | SUPPORT FOR IMPROVEMENTS TO AND NAMING OF THE GRAND PAVILION IN THE KAUL WILDFLOWER GARDEN | 2022 |
| Birmingham Historical Society | Birmingham, AL | $100,000 | SUPPORT FOR THE COLLECTING AND ARCHIVING OF WRITTEN RECORDS AND ORAL HISTORIES IN ORDER TO DOCUMENT THE HISTORY,... | 2022 |
| Crimson Tide Foundation | Tuscaloosa, AL | $25,000 | SUPPORT AND CREATE OPPORTUNITIES FOR STUDENT ATHLETES TO RECEIVE THEIR EDUCATION. | 2017 |
| Friends of Birmingham Botanical Gardens | Birmingham, AL | $25,000 | PROMOTE PUBLIC KNOWLEDGE AND APPRECIATION OF PLANTS, GARDENS AND THE ENVIRONMENT. | 2017 |
| Birmingham Southern College | Birmingham, AL | $25,000 | CONTRIBUTION TO THE DORA H. AND MERVYN H. STERNE SCHOLARSHIP FUND | 2022 |
| Crimson Tide Foundation | Tuscaloosa, AL | $25,000 | SUPPORT AND CREATE OPPORTUNITIES FOR STUDENT ATHLETES TO RECEIVE THEIR EDUCATION. | 2018 |
| Rotary Club of Birmingham | Birmingham, AL | $20,000 | PROMOTE COMMUNITY SERVICE ACTIVITIES IN BIRMINGHAM, ALABAMA. | 2017 |
| Friends of Birmingham Botanical Gardens | Birmingham, AL | $15,000 | PROMOTE PUBLIC KNOWLEDGE AND APPRECIATION OF PLANTS, GARDENS AND THE ENVIRONMENT. | 2018 |
| Birmingham Public Library | Birmingham, AL | $14,500 | SUPPORT THE MISSION OF THE BPL TO PROVIDE THE HIGHEST QUALITY EXPERIENCE TO THE BIRMINGHAM COMMUNITY FOR LIFELONG LEARNING. | 2017 |
| Birmingham Public Library | Birmingham, AL | $14,500 | SUPPORT THE MISSION OF THE BPL TO PROVIDE THE HIGHEST QUALITY EXPERIENCE TO THE BIRMINGHAM COMMUNITY FOR LIFELONG LEARNING. | 2018 |
| Birmingham Kiwanis Club | Birmingham, AL | $12,500 | TO GIVE PRIMACY TO THE HUMAN AND SPITITUAL RATHER THAN THE MATERIAL VALUES OF LIFE. | 2018 |
| Mervyn H Sterne Library | Birmingham, AL | $9,325 | SUPPORT THE UAB ACADEMIC LIBRARY WHICH SUPPORTS TEACHING AND RESEARCH IN THE ARTS AND HUMANITIES, BUSINESS,... | 2020 |
| Mervyn H Sterne Library | Birmingham, AL | $9,325 | SUPPORT THE UAB ACADEMIC LIBRARY WHICH SUPPORTS TEACHING AND RESEARCH IN THE ARTS AND HUMANITIES, BUSINESS,... | 2021 |
| Mervyn H Sterne Library | Birmingham, AL | $9,325 | SUPPORT THE UAB ACADEMIC LIBRARY WHICH SUPPORTS TEACHING AND RESEARCH IN THE ARTS AND HUMANITIES, BUSINESS,... | 2017 |
| Mervyn H Sterne Library | Birmingham, AL | $9,325 | SUPPORT THE UAB ACADEMIC LIBRARY WHICH SUPPORTS TEACHING AND RESEARCH IN THE ARTS AND HUMANITIES, BUSINESS,... | 2018 |
| Uab Athletics | Birmingham, AL | $2,000 | TO PROMOTE AND ENCOURAGE A CONTINUING INTEREST IN AND LOYALTY TO THE INTERCOLLEGIATE ATHLETIC PROGRAM AT THE... | 2020 |
| Uab Athletics | Birmingham, AL | $2,000 | TO PROMOTE AND ENCOURAGE A CONTINUING INTEREST IN AND LOYALTY TO THE INTERCOLLEGIATE ATHLETIC PROGRAM AT THE... | 2021 |
| Uab Athletics | Birmingham, AL | $2,000 | SUPPORT AND CREATE OPPORTUNITIES FOR STUDENT ATHLETES TO RECEIVE THEIR EDUCATION. | 2017 |
| Uab Athletics | Birmingham, AL | $2,000 | TO PROMOTE AND ENCOURAGE A CONTINUING INTEREST IN AND LOYALTY TO THE INTERCOLLEGIATE ATHLETIC PROGRAM AT THE... | 2018 |
| Birmingham Southern College | Birmingham, AL | $1,000 | CONTRIBUTE TO THE DORA H. AND MERVYN H. STERNE SCHOLARSHIP. | 2017 |
| The University of Alabama - Friends of Alabama Heritage | Tuscaloosa, AL | $250 | CONTRIBUTE TO THE ALUMNI HERITAGE SCHOLARSHIP. | 2017 |