· Private foundation
Rucker & Margaret Agee Fund Ua
Its FY2025 filing reports that it accepted unsolicited grant applications.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 63% of RUCKER & MARGARET AGEE FUND UA’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k19 grants · $35k
- $10k–50k1 grant · $13k
| Recipient | Amount |
|---|---|
| ST MARYS CHURCH IN THE HIGHLANDS | $12,500 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | $5,000 |
| BIRMINGHAM BOTANICAL SOCIETY | $3,000 |
| CAHABA RIVER SOCIETY | $3,000 |
| ALABAMA SYMPHONIC ASSOCIATION INC | $3,000 |
| ALABAMA DEPARTMENT OF ARCHIVES AND HISTO | $2,500 |
| ALDRIDGE GARDENS | $2,000 |
| BIRMINGHAM PUBLIC LIBRARY | $2,000 |
| HISTORIC CRAGFONT INC | $2,000 |
| BLACK WARRIOR RIVERKEEPERS | $1,750 |
| BIRMINGHAM MUSEUM OF ART | $1,500 |
| HORIZONS SCHOOL | $1,000 |
| CORNERSTONE SCHOOLS OF ALABAMA INC | $1,000 |
| STUDIO BY THE TRACKS | $1,000 |
| SPACE ONE ELEVEN | $1,000 |
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.
Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 70% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein 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 — shown as context about the area, never attributed to your giving.
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.
32 repeat relationships — 20 still active in FY2025, 12 since wound down.
How the two cohorts compare
Organizations
Total granted
Still filing today
New vs renewed · share of each year
In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
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 CENTER8× · 2018–2025 · $39k · revenue +24%- CRCahaba River Society Inc9× · 2017–2025 · $21k · revenue +63%
- TATHE ALTAMONT SCHOOL9× · 2017–2025 · $14k · revenue +25%
Funded once
- IGIndividual grant recipientone grant, 2017 · $5k
- CCCANINE COMPASION FUNDone grant, 2022 · $2k
- IGIndividual grant recipientone grant, 2017 · $2k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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 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.
The Organization is a nonprofit community defender providing legal assistance through court appointment to children and other indigent persons.
The alabama alliance netowrk works to strengthen and enhance alabama's civic society through research, education, and grantmaking
Provide facilities and support for the alabama high school of mathematics and science
Operation of a public charter school in Livingston, AL.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
To promote the preservation and continued development of commercial banking in alabama.
Crestwood day school is a private elementary (k-6th) grade school in alabama.
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…
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.
Coordinate rc&d activity in alabama
To challenge and nurture academically capable students.
For reference, the grantee most central to the portfolio’s shape is The Birmingham Botanical Society Inc and 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.
Your grantees are a median of 38 years old; the field is 14. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 14% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
19 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, 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; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
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.
- 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 CORNERSTONE SCHOOLS OF ALABAMA INC ↗
- Who funds STUDIO BY THE TRACKS INC ↗
- Who funds THE BIRMINGHAM BOTANICAL SOCIETY INC ↗
- Who funds THE HORIZONS SCHOOL 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 ↗
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.
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
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 organization 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.
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 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.