The Alabama State Capitol

Form 990-PFTax year 2023EIN 42-6179719

Nellie S Stege Trust Under Will

A private foundation in Birmingham, AL. Its return for tax year 2023 lists 3 grants and $160,899 paid in grants.

Tax year 2023 (period ending Dec 31, 2023), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact person
On file
Phone
On file
Mailing address
On file
Form and materials
On file
Deadlines
January/february of each year
Restrictions
Located in jones county, iowa that promotes religious, charitable, scientific, literary historical, educational or civic improvements

Contact person, phone, mailing address and application materials on file. See them with a plan.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2023

    $160,899

    Grants listed
    3
    Assets, end of year
    $0
  • Tax year 2022

    $9,000

    Grants listed
    2
    Assets, end of year
    $150,309
  • Tax year 2021

    $7,400

    Grants listed
    2
    Assets, end of year
    $155,616
  • Tax year 2020

    $4,600

    Grants listed
    1
    Assets, end of year
    $153,398
  • Tax year 2019

    $10,000

    Grants listed
    2
    Assets, end of year
    $153,282

Grants paid in 2023

3 grants, largest first

As listed on the return.

  1. Pheasants Forever IncSaint Paul, MN

    General operating

    $53,633
  2. Jones Regional Medical Center FoundationAnamosa, IA

    General operating

    $53,633
  3. Jones County Community FoundationRaleigh, NC

    General operating

    $53,633

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services1 grant $53,633100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Iowa1 grant $53,633
  2. Minnesota1 grant $53,633
  3. North Carolina1 grant $53,633

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Regions Bank Trust DeptTRUSTEE Hours 1Pay $3,711

The return

More foundations

Similar foundations

Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. American Snuff Charitable TrustBirmingham, AL 24 grants Preselected only $167,901 giving
  2. St Michael's Iron Horse FoundationBirmingham, AL 13 grants Preselected only $168,094 giving
  3. Ione C Davis TrustBirmingham, AL 5 grants Preselected only $172,500 giving
  4. City View FoundationBirmingham, AL 11 grants Preselected only $150,000 giving
  5. Raymond J and Kathryn D Harbert FoundationBirmingham, AL 2 grants Accepts applications $175,000 giving