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Rucker & Margaret Agee Fund Ua at a glance

· Private foundation

Rucker & Margaret Agee Fund Ua

Its FY2025 filing reports that it accepted unsolicited grant applications.

$47k
Granted FY2025still arriving
20
Grants FY2025still arriving
5
States reached
$13k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Environment$116kReligion$104kArts & Culture$67kEducation$60kFood & Nutrition$15kAnimals$11kYouth Development$6kOther$0
02FY2025 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k19 grants · $35k
  • $10k–50k1 grant · $13k
$1,750
Median grant
5
States reached
$889k
Total assets
Largest grants
RecipientAmount
ST MARYS CHURCH IN THE HIGHLANDS$12,500
SOUTHERN ENVIRONMENTAL LAW CENTER$5,000
ALABAMA SYMPHONIC ASSOCIATION INC$3,000
BIRMINGHAM BOTANICAL SOCIETY$3,000
CAHABA RIVER SOCIETY$3,000
ALABAMA DEPARTMENT OF ARCHIVES AND HISTO$2,500
BIRMINGHAM PUBLIC LIBRARY$2,000
ALDRIDGE GARDENS$2,000
HISTORIC CRAGFONT INC$2,000
BLACK WARRIOR RIVERKEEPERS$1,750
BIRMINGHAM MUSEUM OF ART$1,500
PRESCHOOL PARTNERS$1,000
COMMUNITY KITCHENS$1,000
UNIVERSITY OF ALABAMA LIBRARIES$1,000
STUDIO BY THE TRACKS$1,000
02The need
03

Does the money reach high-need areas?

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

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 70% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%ST MARY EPISCOPAL CHURCH: $13k → 6%ALABAMA SYMPHONIC ASSOCIATION INC: $3k → 16%ALABAMA DEPARTMENT OF ARCHIVES AND HISTO: $3k → 18%CRAGFONT STATE HISTORIC: $2k → 8%SOUTHERN ENVIRONMENTAL: $5k → 8%ST MARYS CHURCH IN THE HIGHLANDS: $13k → 6%ALABAMA SYMPHONIC ASSOCIATION INC: $3k → 16%ALABAMA DEPARTMENT OF ARCHIVES AND HISTO: $3k → 18%HISTORIC CRAGFONT INC: $2k → 8%SOUTHERN ENVIRONMENTAL LAW CENTER: $5k → 8%ST MARYS CHURCH IN THE HIGHLANDS: $13k → 6%ALTAMONT SCHOOL: $2k → 16%FRIENDS OF THE ALABAMA DEPARTMENT OF ARC: $2k → 18%HISTORIC CRAGFONT INC: $2k → 8%SOUTHERN ENVIRONMENTAL LAW CENTER: $5k → 8%ST MARY EPISCOPAL CHURCH: $12k → 6%ALTAMONT SCHOOL: $2k → 16%SOUTHERN ENVIRONMENTAL LAW CENTER: $5k → 8%ALTAMONT SCHOOL: $2k → 16%SOUTHERN ENVIRONMENTAL LAW CENTER: $5k → 8%SOUTHERN ENVIRONMENTAL LAW CENTER: $5k → 8%SOUTHERN ENVIRONMENTAL LAW CENTER: $5k → 8%SOUTHERN ENVIRONMENTAL LAW CENTER: $5k → 8%SOUTHERN ENVIRONMENTAL LAW CENTER: $4k → 8%CAHABA RIVER SOCIETY: $4k → 16%CAHABA RIVER SOCIETY: $3k → 16%CAHABA RIVER SOCIETY: $3k → 16%CAHABA RIVER SOCIETY: $3k → 16%ALDRIDGE GARDENS: $4k → 16%ALDRIDGE GARDENS: $3k → 16%ALDRIDGE GARDENS: $3k → 16%ST MARY'S ON THE HIGHLANDS: $13k → 16%ST MARY'S ON THE HIGHLANDS: $13k → 16%ST MARY'S ON THE HIGHLANDS: $12k → 16%ST MARY'S ON THE HIGHLANDS: $9k → 16%ST MARY'S ON THE HIGHLANDS: $8k → 16%GREATER BIRMINGHAM HUMANE SOCIETY: $3k → 16%FRIENDS OF THE BIRMINGHAM BOTANICAL SOCI: $4k → 16%BIRMINGHAM BOTANICAL SOCIETY: $3k → 16%BIRMINGHAM BOTANICAL SOCIETY: $3k → 16%BIRMINGHAM BOTANICAL: $3k → 16%FRIENDS OF THE BIRMINGHAM BOTANICAL SOCI: $3k → 16%BIRMINGHAM BOTANICAL: $3k → 16%FRIENDS OF THE BIRMINGHAM BOTANICAL SOCI: $3k → 16%FRIENDS OF THE BIRMINGHAM BOTANICAL SOCI: $3k → 16%FRIENDS OF THE BIRMINGHAM BOTANICAL SOCI: $3k → 16%BIRMINGHAM MUSEUM OF ART: $3k → 16%BIRMINGHAM MUSEUM OF ART: $3k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
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.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

98%of every dollar goes to organizations it has funded before.
$378k · 32 repeat orgs$9k to everyone else

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

How the two cohorts compare

Re-uppedFunded once

Organizations

32
4

Total granted

$378k
$9k

Still filing today

59%
0%

New vs renewed · share of each year

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

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationArts & CultureEnvironmentFood & NutritionCommunity ImprovementAnimalsOther
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.

Backed again, and grew

  • SOUTHERN ENVIRONMENTAL LAW CENTER
    8× · 2018–2025 · $39k · revenue +24%
  • CR
    Cahaba River Society Inc
    9× · 2017–2025 · $21k · revenue +63%
  • TA
    THE ALTAMONT SCHOOL
    9× · 2017–2025 · $14k · revenue +25%

Funded once

  • IG
    Individual grant recipient
    one grant, 2017 · $5k
  • CC
    CANINE COMPASION FUND
    one grant, 2022 · $2k
  • IG
    Individual grant recipient
    one grant, 2017 · $2k
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Alabama Rivers Alliance Inc

Alabama Rivers Alliance is a statewide network of groups working to protect and restore all of Alabama's water resources through building partnerships, empowering citizens, and advocating for sound water policy and its enforcement.

Environment
2
Legal Aid Society of Birmingham

The Organization is a nonprofit community defender providing legal assistance through court appointment to children and other indigent persons.

Crime & Legal
3
Alabama Alliance Network

The alabama alliance netowrk works to strengthen and enhance alabama's civic society through research, education, and grantmaking

Public Benefit
4
Alabama High School of Mathematics and Science Foundation

Provide facilities and support for the alabama high school of mathematics and science

Education
5
University Charter School

Operation of a public charter school in Livingston, AL.

Education
6
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
7
Alabama Bankers Association Inc

To promote the preservation and continued development of commercial banking in alabama.

—
8
Crestwood Day School Inc

Crestwood day school is a private elementary (k-6th) grade school in alabama.

Education
9
Stoneleigh-Burnham School

Stoneleigh-burnham school is an academic community that fosters an international perspective. we inspire girls to pursue meaningful lives based on honor, respect, and intellectual curiosity. each student is challenged to discover her best…

Education
10
Arborbrook Christian Academy

Arborbrook Christian Academy partners with parents to equip, empower, and encourage students to cultivate godly character, pursue life-long learning, and love the Lord Jesus Christ.

Education
11
Alabama Association of Resource Conservation and Development Councils

Coordinate rc&d activity in alabama

Environment
12
Ashbrook Independent School

To challenge and nurture academically capable students.

Education
How this is measured
The grantee most central to the portfolio’s shape is The Birmingham Botanical Society Inc; the most unlike its peers is The Greater Birmingham Humane Society Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

19 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 19 of the 36 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
19/19
Grantees still filing
15/19
Grew since first funded

Where the money sits, by cause and then by grantee

ST MARY'S ON THE HIGHLANDS: $55,102 · OtherST MARY'S ON THE HIGHLANDSSOUTHERN ENVIRONMENTAL LAW CENTER: $39,000 · OtherSOUTHERN ENVIRONMENTAL LAW CENTERST MARYS CHURCH IN THE HIGHLANDS: $25,000 · OtherST MARYS CHURCH IN THE HIGHLANDSST MARY EPISCOPAL CHURCH: $24,000 · OtherST MARY EPISCOPAL CHURCHBIRMINGHAM MUSEUM OF ART: $16,000 · OtherBIRMINGHAM MUSEUM OF ARTBIRMINGHAM PUBLIC LIBRARY: $14,620 · OtherBIRMINGHAM PUBLIC LIBRARYFRIENDS OF THE BIRMINGHAM BOTANICAL SOCI: $14,000 · OtherFRIENDS OF THE BIRMINGHAM BOTANICAL SOCI+13 more: $56,600 · Other+13 moreALDRIDGE GARDENS: $20,132 · EnvironmentALDRIDGE GA…BLACK WARRIOR RIVERKEEPER INC: $11,750 · EnvironmentBLACK WARRI…THE BIRMINGHAM BOTANICAL SOCIETY INC: $6,000 · EnvironmentTHE BIRMING…THE ALTAMONT SCHOOL: $14,000 · EducationTHE ALTAM…THE HORIZONS SCHOOL INC: $6,000 · EducationTHE HORIZ…PRESCHOOL PARTNERS: $4,441 · EducationPRESCHOOL…CONVERSE UNIVERSITY: $4,250 · EducationCONVERSE …FRIENDS OF THE ALABAMA ARCHIVES: $3,000 · EducationFRIENDS O…ALABAMA SYMPHONIC ASSOCIATION INC: $14,000 · Arts & CultureSTUDIO BY THE TRACKS INC: $7,000 · Arts & CultureSPACE ONE ELEVEN INC: $5,000 · Arts & CultureHISTORIC CRAGFONT INC: $4,000 · Arts & CultureCahaba River Society Inc: $20,500 · Community ImprovementCommunity Kitchens of Birmingham: $13,500 · Food & NutritionTHE SOCIETY OF ST ANDREW INC: $1,900 · Food & NutritionTHE GREATER BIRMINGHAM HUMANE SOCIETY INC: $7,500 · Animals
Other$244,322Environment$37,882Education$31,691Arts & Culture$30,000Community Improvement$20,500Food & Nutrition$15,400Animals$7,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetSOUTHERN ENVIRONMENTAL LAW CENTER: $39,000 over 8y, 0.0% of budgetCahaba River Society Inc: $20,500 over 9y, 0.7% of budgetALDRIDGE GARDENS: $20,132 over 9y, 1.4% of budgetTHE ALTAMONT SCHOOL: $14,000 over 9y, 0.0% of budgetALABAMA SYMPHONIC ASSOCIATION INC: $14,000 over 9y, 0.1% of budgetCommunity Kitchens of Birmingham: $13,500 over 9y, 1.0% of budgetBLACK WARRIOR RIVERKEEPER INC: $11,750 over 9y, 0.4% of budgetTHE GREATER BIRMINGHAM HUMANE SOCIETY INC: $7,500 over 4y, 0.1% of budgetSTUDIO BY THE TRACKS INC: $7,000 over 9y, 0.3% of budgetCORNERSTONE SCHOOLS OF ALABAMA INC: $7,000 over 9y, 0.0% of budgetTHE HORIZONS SCHOOL INC: $6,000 over 9y, 0.2% of budgetTHE BIRMINGHAM BOTANICAL SOCIETY INC: $6,000 over 2y, 0.1% of budgetSPACE ONE ELEVEN INC: $5,000 over 6y, 0.3% of budgetPRESCHOOL PARTNERS: $4,441 over 7y, 0.1% of budgetCONVERSE UNIVERSITY: $4,250 over 5y, 0.0% of budgetHISTORIC CRAGFONT INC: $4,000 over 2y, 0.9% of budgetHIGHLANDS DAY SCHOOL FOUNDATION: $3,500 over 5y, 0.0% of budgetFRIENDS OF THE ALABAMA ARCHIVES: $3,000 over 2y, 0.6% of budgetTHE SOCIETY OF ST ANDREW INC: $1,900 over 3y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

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

  • Who funds SOUTHERN ENVIRONMENTAL LAW CENTER ↗
  • Who funds Cahaba River Society Inc ↗
  • Who funds ALDRIDGE GARDENS ↗
  • Who funds THE ALTAMONT SCHOOL ↗
  • Who funds ALABAMA SYMPHONIC ASSOCIATION INC ↗
  • Who funds Community Kitchens of Birmingham ↗
  • Who funds BLACK WARRIOR RIVERKEEPER INC ↗
  • Who funds THE GREATER BIRMINGHAM HUMANE SOCIETY INC ↗
  • Who funds STUDIO BY THE TRACKS INC ↗
  • Who funds CORNERSTONE SCHOOLS OF ALABAMA INC ↗
  • Who funds THE HORIZONS SCHOOL INC ↗
  • Who funds THE BIRMINGHAM BOTANICAL SOCIETY INC ↗
  • Who funds SPACE ONE ELEVEN INC ↗
  • Who funds PRESCHOOL PARTNERS ↗
  • Who funds CONVERSE UNIVERSITY ↗
  • Who funds HISTORIC CRAGFONT INC ↗
  • Who funds HIGHLANDS DAY SCHOOL FOUNDATION ↗
  • Who funds FRIENDS OF THE ALABAMA ARCHIVES ↗
  • Who funds THE SOCIETY OF ST ANDREW INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Daniel Foundation…The Community Foundat…Alabama Power Foundat…Susan Mott Webb Chari…Hill Crest Foundation…Protective Life Found…Robert R Meyer Founda…Orlean & Ralph W Bees…Altecstyslinger Found…The Gratitude Foundat…Dunn-French FoundationStephens Foundation
The Daniel Foundation of AlabamaAL29.9× affinity12 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 Birmingham · Alabama Power Foundation Inc · Susan Mott Webb Charitable Trust · Hill Crest Foundation Inc · Protective Life Foundation · Robert R Meyer Foundation · Orlean & Ralph W Beeson Fund · Altecstyslinger Foundation · The Gratitude Foundation · Dunn-French Foundation · Stephens Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Rucker & Margaret Agee Fund Ua funds: left to right is the share of its income from government, bottom to top the share from Rucker & Margaret Agee Fund Ua. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    typical government reliance, FY20–25
    How this is measured
    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: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    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 36 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Rucker & Margaret Agee Fund Ua’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home