Sterne Agee Charitable Foundation Inc | Foundation Profile
- Birmingham , AL
- Key People
- Contact Info
- Open to Unsolicited Applications
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Sterne Agee Charitable Foundation Inc. Data shown is extracted from Form 990-PF filings.
EIN: 63-1234814
Foundation Overview
Based in Birmingham, AL, Sterne Agee Charitable Foundation Inc has awarded 21 grants totaling $448,050 to organizations in Alabama. Individual grants range from $250 to $125,000, with a median award of $12,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 5 recipients (40%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
100% of all grants are concentrated in Alabama, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Alabama, funding concentrates in Birmingham (86%), Tuscaloosa (14%).
Funding Trajectory
Declining funding trend with 88% decrease over 4 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on education (56%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Sterne Agee Charitable Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Friends Of The Birmingham Botanical Gardens | $125,000 | Birmingham, AL, US | Support For Improvements To And Naming Of The Grand Pavilion In The Kaul Wildflower Garden | 2021 |
| Birmingham Historical Society | $100,000 | Birmingham, AL, US | Support For The Collecting And Archiving Of Written Records And Oral Histories In Order To Document The History, Role And Impact Of Sterne Agee And Leach, Inc. On Birmingham, Montgomery And Alabama | 2021 |
| Birmingham Southern College | $25,000 | Birmingham, AL, US | Contribution To The Dora H. And Mervyn H. Sterne Scholarship Fund | 2021 |
| Mervyn H Sterne Library | $9,325 | Birmingham, AL, US | Support The Uab Academic Library Which Supports Teaching And Research In The Arts And Humanities, Business, Education, Engineering, Natural Sciences, Mathematics, And Social Sciences. | 2021 |
| Uab Athletics | $2,000 | Birmingham, AL, US | To Promote And Encourage A Continuing Interest In And Loyalty To The Intercollegiate Athletic Program At The University Of Birmingham, Birmingham, Alabama | 2021 |
| Uab Athletics | $2,000 | Birmingham, AL, US | To Promote And Encourage A Continuing Interest In And Loyalty To The Intercollegiate Athletic Program At The University Of Birmingham, Birmingham, Alabama | 2020 |
| Mervyn H Sterne Library | $9,325 | Birmingham, AL, US | Support The Uab Academic Library Which Supports Teaching And Research In The Arts And Humanities, Business, Education, Engineering, Natural Sciences, Mathematics, And Social Sciences. | 2020 |
| Birmingham Public Library | $14,500 | Birmingham, AL, US | Support The Mission Of The Bpl To Provide The Highest Quality Experience To The Birmingham Community For Lifelong Learning. | 2018 |
| Crimson Tide Foundation | $25,000 | Tuscaloosa, AL, US | Support And Create Opportunities For Student Athletes To Receive Their Education. | 2018 |
| Friends Of Birmingham Botanical Gardens | $15,000 | Birmingham, AL, US | Promote Public Knowledge And Appreciation Of Plants, Gardens And The Environment. | 2018 |
| Mervyn H Sterne Library | $9,325 | Birmingham, AL, US | Support The Uab Academic Library Which Supports Teaching And Research In The Arts And Humanities, Business, Education, Engineering, Natural Sciences, Mathematics, And Social Sciences. | 2018 |
| Uab Athletics | $2,000 | Birmingham, AL, US | To Promote And Encourage A Continuing Interest In And Loyalty To The Intercollegiate Athletic Program At The University Of Birmingham, Birmingham, Alabama | 2018 |
| Birmingham Kiwanis Club | $12,500 | Birmingham, AL, US | To Give Primacy To The Human And Spititual Rather Than The Material Values Of Life. | 2018 |
| Crimson Tide Foundation | $25,000 | Tuscaloosa, AL, US | Support And Create Opportunities For Student Athletes To Receive Their Education. | 2017 |
| Friends Of Birmingham Botanical Gardens | $25,000 | Birmingham, AL, US | Promote Public Knowledge And Appreciation Of Plants, Gardens And The Environment. | 2017 |
| Rotary Club Of Birmingham | $20,000 | Birmingham, AL, US | Promote Community Service Activities In Birmingham, Alabama. | 2017 |
| Birmingham Public Library | $14,500 | Birmingham, AL, US | Support The Mission Of The Bpl To Provide The Highest Quality Experience To The Birmingham Community For Lifelong Learning. | 2017 |
| Mervyn H Sterne Library | $9,325 | Birmingham, AL, US | Support The Uab Academic Library Which Supports Teaching And Research In The Arts And Humanities, Business, Education, Engineering, Natural Sceiences, Mathematics, And Social Sciences. | 2017 |
| Uab Athletics | $2,000 | Birmingham, AL, US | Support And Create Opportunities For Student Athletes To Receive Their Education. | 2017 |
| Birmingham Southern College | $1,000 | Birmingham, AL, US | Contribute To The Dora H. And Mervyn H. Sterne Scholarship. | 2017 |
| The University Of Alabama - Friends Of Alabama Heritage | $250 | Tuscaloosa, AL, US | Contribute To The Alumni Heritage Scholarship. | 2017 |
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Contact Information
Official contact details for Sterne Agee Charitable Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 63-1234814 |
| Website | N/A |
| Address | 2311 HIGHLAND AVE S STE 190 Birmingham, AL 35205-2979 |
Key People (3)
Board members, trustees, and key staff who oversee Sterne Agee Charitable Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | B Hanson Slaughter |
|---|---|
| Secretary | John Rucker |
| Treasurer | Linda M Daniel |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Sterne Agee Charitable Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Application Status
Based on its IRS Form 990-PF filings, this foundation accepts unsolicited grant applications, meaning eligible organizations can apply directly without a prior relationship.
Data Sources & Accuracy
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Research Applications
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