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Form 990-PFTax year 2021EIN 63-1234814

Sterne Agee Charitable Foundation Inc

A private foundation in Birmingham, AL. Its return for tax year 2021 lists 3 grants and $250,000 paid in grants.

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Tax year 2021 (period ending Nov 18, 2022), 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

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

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

  • Tax year 2021

    $250,000

    Grants listed
    3
    Assets, end of year
    $0

  • Tax year 2021

    $11,325

    Grants listed
    2
    Assets, end of year
    $253,272

  • Tax year 2020

    $11,325

    Grants listed
    2
    Assets, end of year
    $264,491

  • Tax year 2019

    $78,825

    Grants listed
    6
    Assets, end of year
    $277,827

  • Tax year 2018

    $78,325

    Grants listed
    6
    Assets, end of year
    $358,759

Grants paid in 2021

3 grants, largest first

As listed on the return.

  1. Friends of the Birmingham Botanical GardensMountain BRK, AL

    Support for improvements to and naming of the grand pavilion in the kaul wildflower garden

    $125,000
  2. Birmingham Historical SocietyBirmingham, AL

    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

    $100,000
  3. Birmingham Southern CollegeBirmingham, AL

    Contribution to the dora h. And mervyn h. Sterne scholarship fund

    $25,000

Where the money goes

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

  1. Environment1 grant $125,00056% of the total
  2. Arts and culture1 grant $100,00044% of the total

By State

Grants to organizations with a US address, latest year.

  1. Alabama3 grants $250,000

Officers, directors and trustees

3 people as filed

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

  • B Hanson SlaughterPRESIDENT Hours 0.25Pay $0
  • John RuckerSECRETARY Hours 0.25Pay $0
  • Linda M DanielTREASURER Hours 0.25Pay $0

The return

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