How much did RUCKER & MARGARET AGEE FUND UA grant in FY2025?

A cause breakdown isn’t shown here: 70% of RUCKER & MARGARET AGEE FUND UA’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

highlands

2019

highlands

2020

highlands

2021

highlands

2022

—

2023

—

2025

—

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2025 · 20 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

Under $10k19 grants · $35k
$10k–50k1 grant · $13k

$1,750

Median grant

States reached

$993k

Total assets

Largest grants

ST MARYS CHURCH IN THE HIGHLANDS$12,500
SOUTHERN ENVIRONMENTAL LAW CENTER$5,000
CAHABA RIVER SOCIETY$3,000
ALABAMA SYMPHONIC ASSOCIATION INC$3,000
BIRMINGHAM BOTANICAL SOCIETY$3,000
ALABAMA DEPARTMENT OF ARCHIVES AND HISTO$2,500
HISTORIC CRAGFONT INC$2,000
BIRMINGHAM PUBLIC LIBRARY$2,000
ALDRIDGE GARDENS$2,000
BLACK WARRIOR RIVERKEEPERS$1,750
BIRMINGHAM MUSEUM OF ART$1,500
STUDIO BY THE TRACKS$1,000
PRESCHOOL PARTNERS$1,000
ALTAMONT SCHOOL$1,000
CORNERSTONE SCHOOLS OF ALABAMA INC$1,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 14% — the area typically sits at 11%. 70% of your dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

98%of every dollar goes to organizations you’ve funded before.

$380k · 32 repeat orgs$8k to everyone else

32 repeat relationships — 20 still active in FY2025, 12 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$380k

$8k

Still filing today

44%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

RenewedFirst-time

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

Arts & CultureEducationEnvironmentCommunity ImprovementAnimalsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

SOUTHERN ENVIRONMENTAL LAW CENTER
8× · 2018–2025 · $39k · revenue +24%
CR
CAHABA RIVER SOCIETY
9× · 2017–2025 · $21k · revenue +54%
AS
ALTAMONT SCHOOL
9× · 2017–2025 · $14k · revenue +22%

Funded once

SE
SOUTHERN ENVIRONMENTAL
one grant, 2017 · $5k
CC
CANINE COMPASION FUND
one grant, 2022 · $2k
AD
ALABAMA DEPARTMENT OF ARCHIVES &
one grant, 2017 · $1k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Alabama Waldorf Association

Alabama Waldorf School is a community dedicated to educating responsible world citizens, beginning at age 1.5 in the nursery and continuing through grade 8.

—

Crossroads School for Arts and Sciences

Crossroads is an independent school for approximately 1,209 students.

Education

Allegro Charter School of Music

Allegro charter school of music is an innovative public education institution serving a diverse body of middle and high school students.

Education

Ghs Academy

Inspiring a love of learning and empowering each child to achieve their personal best.

Education

Alabama Audubon

Promote conservation and greater knowledge of birds, their habitat and the natural world.

Environment

The Berkeley School

A preschool-8th grade independent school whose mission is to ignite curious minds, awaken generous hearts, and engage a changing world.

—

Bosque School

Bosque School is a coeducational college preparatory school creating transformative learning experiences that empower a diverse community of students to lead lives of intellectual curiosity, personal integrity, and compassionate…

Education

Boston Architectural College

Founded 131 years ago, the boston architectural college is a recognized institution providing excellence in practice-integrated design education to members of diverse communities with students representing 35 countries. the bac offers…

—

University Charter School

Operation of a public charter school in Livingston, AL.

Education

St Albans Country Day School

To offer an academically challenging and personally enriching education program in a safe, nurturing environment where ethical values and good citizenship are emphasized.

—

Auburn Civic Symphony

The auburn civic symphony provides opportunities for foothill area musicians, composers, and audiences to share enriching musical experiences.

Arts & Culture

Austin International School Association

Our School offers a high quality French-American curriculum in a multicultural environment.

Education

For reference, the grantee most central to the portfolio’s shape is Preschool Partners and the most unlike its peers is The Greater Birmingham Humane. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

14 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

14/14

Grantees still filing

12/14

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$272,972Arts & Culture$30,000Education$28,691Environment$26,132Community Improvement$20,500Animals$9,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Daniel Foundation of AlabamaAL24.4× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Daniel Foundation of Alabama · The Community Foundation of Greater · Hill Crest Foundation Inc · Protective Life Foundation · Alabama Power Foundation Inc · Robert R Meyer Foundation · Susan Mott Webb Charitable Trust · Orlean & Ralph W Beeson Fund · Cowin Special Account · The Gratitude Foundation · The Joseph S Bruno Charitable · The Maynard Nexsen Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation RUCKER & MARGARET AGEE FUND UA funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2025

’20’21’22’23’24’25

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–30%

typical government reliance, FY20–25

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: ALDRIDGE GARDENS.

Agentic due diligence · confidence × risk

Financial management

low risk

~61 months of operating runway; revenue contracted over 7 filed years.

Track record & reputation

low risk

7 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 631207156 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on ALDRIDGE GARDENS, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 61 months of cash on hand.
WatchSustained operations— Filing through 2024; revenue contracted over the period.
On trackReliance on your funding— Your grants peaked at 1% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Rucker & Margaret Agee Fund Ua?

Find your warmest path to Rucker & Margaret Agee Fund Ua through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

RUCKER & MARGARET AGEE FUND UA

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

14 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Rucker & Margaret Agee Fund Ua?

More from the funding graph

RUCKER & MARGARET AGEE FUND UA

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

14 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Rucker & Margaret Agee Fund Ua?

More from the funding graph