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Alabama · Private foundation

Nellie S Stege Trust Under Will

Its FY2023 filing reports that it accepted unsolicited grant applications.

$161k
Granted FY2023
3
Grants FY2023
3
Organizations funded FY2023
33%
First-time grantees FY2023
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Median grant, FY2023
$53,633
Largest grant, FY2023
$53,633
Organizations funded a year
1 to 3
FY2019 to FY2023
States reached, FY2023
3
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 33% of the organizations Nellie S Stege Trust Under Will funded were first-time grantees, receiving 33% of its grant dollars.

New vs renewed · share of each year

In FY2023, 67% of grant dollars renewed an existing relationship; $54k went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23
Human ServicesHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20233$161k33%
FY20222$9k100%
FY20212$7k50%
FY20201$5k0%
FY20192$10kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2023.

Animals$67kHealth$64kPhilanthropy$58kHousing & Shelter$2k

Top grantees

Largest recipients by total granted, FY2019 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Jones Regional Medical Center Foundation$58,133211%
Austin Strong Foundation Inc$6,000114%
Riverside Gardens Inc$2,40021%

Plus 3 recipients with no EIN on record ($125k), not named here.

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About Nellie S Stege Trust Under Will

How much does Nellie S Stege Trust Under Will give?
Nellie S Stege Trust Under Will reported 3 grants totaling $160,899 in its FY2023 IRS filing. It funded between 1 and 3 organizations a year over FY2019 to FY2023.
What does Nellie S Stege Trust Under Will fund?
By grant dollars over FY2019 to FY2023, its largest causes are Animals (35%), Health (33%), Philanthropy (30%).
Who are Nellie S Stege Trust Under Will's largest grantees?
By total granted over FY2019 to FY2023: Jones Regional Medical Center Foundation ($58k), Austin Strong Foundation Inc ($6k), Riverside Gardens Inc ($2k).
Does Nellie S Stege Trust Under Will fund new organizations?
In FY2023, 33% of the organizations it funded were first-time grantees.
Does Nellie S Stege Trust Under Will accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Where is Nellie S Stege Trust Under Will based?
Nellie S Stege Trust Under Will is based in AL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 6 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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