Funder DirectoryRUCKER & MARGARET AGEE FUND UA
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Private foundation (trust)EIN 636020244Est. 1963-08

RUCKER & MARGARET AGEE FUND UA

BIRMINGHAM, AL 35202

Accepts unsolicited proposals

Total Assets

$909K

FY 2023

Annual Giving

$42K

FY 2023

Grants Made

20

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$500–$13K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$38K

Total Expenses

$47K

Qualifying Distributions

$44K

Distributable Amount

$47K

Min. Investment Return

$44K

Undistributed Income

$4K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

20 grants

Grant sizes from minimum $500 through median $1K to maximum $13K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $50K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

109 grants

ST MARY'S ON THE HIGHLANDS
$33K
3 grants
ST MARY EPISCOPAL CHURCH
$24K
2 grants
SOUTHERN ENVIRONMENTAL LAW CENTER
$24K
5 grants
CAHABA RIVER SOCIETY
$12K
5 grants
ALDRIDGE GARDENS
$10K
5 grants
FRIENDS OF THE BIRMINGHAM BOTANICAL SOCI
$9K
3 grants
BIRMINGHAM MUSEUM OF ART
$9K
5 grants
COMMUNITY KITCHENS
$9K
5 grants

Grant Size Distribution

109 grants

<$10K
105
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Alabama
$151K
72% of total
New York
$24K
11% of total
Virginia
$24K
11% of total
Tennessee
$7K
4% of total
South Carolina
$3K
1% of total
Texas
$2K
1% of total

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