Nonprofit · EIN 63-1082768
CLAUDE L NELSON CHARITABLE FOUNDATION INC
Tax-exempt · VESTAVIA HLS, AL 35216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,722 | $18,178 | -$4,456 | $154,592 | $0 | $154,592 |
| December 31, 2024 | 990-PF | $16,893 | $22,785 | -$5,892 | $160,047 | $999 | $159,048 |
| December 31, 2023 | 990-PF | $15,729 | $28,184 | -$12,455 | $165,939 | $999 | $164,940 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,276
- Interest
- $4
- Net gain from sales of assets
- $9,442
Expenses
- Grants and similar amounts paid
- $16,900
- Disbursements for charitable purposes
- $17,150
- Excise tax on investment income
- $176
Balance sheet and other
- Total assets, start of year
- $160,047
- Total assets, end of year
- $154,592
- Total liabilities, end of year
- $0
- Net assets, end of year
- $154,592
- Fair market value of assets
- $184,364
- Qualifying distributions
- $17,150
- Net investment income
- $13,722
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESA NELSON AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | PRES-DIR | 0 | $0 |
| WILLIAM HENRY AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | SEC-DIR | 1 | $0 |
| NELSON AGEE 2837 CROSS BRIDGE DRIVE, VESTAVIA HILLS, AL 352167103 | DIRECTOR | 1 | $0 |
| CLAY S AGEE 10 SCHWAEMMLE DRIVE, MOBILE, AL 366082878 | TREAS-DIR | 1 | $0 |
| ANNA M AGEE 10 SCHWAEMMLE DRIVE, MOBILE, AL 366082878 | VICE PRES | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNA M AGEE 10 SCHWAEMMLE DRIVE, MOBILE, AL 366082878 | VICE PRES | 10 | $12,000 |
| LESA NELSON AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | PRES-DIR | 1 | $0 |
| WILLIAM HENRY AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | SEC-DIR | 1 | $0 |
| NELSON AGEE 2837 CROSS BRIDGE DRIVE, VESTAVIA HILLS, AL 352167103 | DIRECTOR | 1 | $0 |
| CLAY S AGEE 10 SCHWAEMMLE DRIVE, MOBILE, AL 366082878 | TREAS-DIR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNA M AGEE 10 SCHWAEMMLE DRIVE, MOBILE, AL 366082878 | VICE PRES | 10 | $12,000 |
| LESA NELSON AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | PRES-DIR | 1 | $0 |
| WILLIAM HENRY AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | SEC-DIR | 1 | $0 |
| NELSON AGEE 2837 CROSS BRIDGE DRIVE, VESTAVIA HILLS, AL 352167103 | DIRECTOR | 1 | $0 |
| CLAY S AGEE 10 SCHWAEMMLE DRIVE, MOBILE, AL 366082878 | TREAS-DIR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3328 SOUTHBEND CIR, VESTAVIA HLS, AL 35216-2259
- In care of
- % ELIZABETH A SOUTHERLAND
- Signed the 990-PF
- LESA NELSON AGEE, PRES-DIR
- Phone
- (931) 962-1060
- Return prepared by
- LYONS & MORGAN PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-1082768
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $154,592
- Income (IRS master file)
- $82,219
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,722 | $18,178 | $154,592 | XML |
| 990-PF | December 2024 | $16,893 | $22,785 | $160,047 | IRS |
| 990-PF | December 2023 | $15,729 | $28,184 | $165,939 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-1082768).
Questions about CLAUDE L NELSON CHARITABLE FOUNDATION INC
- What is the EIN of CLAUDE L NELSON CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of CLAUDE L NELSON CHARITABLE FOUNDATION INC is 63-1082768.
- Is CLAUDE L NELSON CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to CLAUDE L NELSON CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLAUDE L NELSON CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLAUDE L NELSON CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLAUDE L NELSON CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CLAUDE L NELSON CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CLAUDE L NELSON CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,722, expenses of $18,178 and total assets of $154,592 at year end.
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