AMS Trust
AMS Trust is a private foundation, based in Brooklyn, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 1 grant totaling $38K. Net investment income was $38K.
AMS Trust at a glance
In short: AMS Trust gave $38K across 1 grant in 2024 (avg $38K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $38,000
- Grants made (2024)
- 1
- Average grant
- $38,000
- Median grant
- $38,000
- Total assets
- $2,065,731
- -24.6% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who AMS Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Fidelity Charitable ($38K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How AMS Trust gives
- Giving fell 95% from 2021 to 2024. Method
- In 2024 it paid out 38% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $38K (2024) to $800K (2021). In 2024 it made 1 grant totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Boston, MA | Philanthropic Endeavors | $38,000 |
Ready to take the next step with AMS Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,065,731 | $-629,725 | $45,071 | $38,000 | 1 | $38,000 | $38,166 | $100,485 |
| 2023 | $2,740,527 | $237,847 | $7,017 | — | — | — | — | $125,203 |
| 2022 | $2,509,697 | $-1,541,720 | $227,841 | $200,000 | 1 | $200,000 | — | $132,524 |
| 2021 | $4,279,258 | $588,918 | $809,660 | $800,000 | 2 | $800,000 | $151,296 | $214,363 |
| 2020 | $4,500,000 | $4,500,000 | — | — | — | — | — | — |
Under IRS private-foundation payout rules, AMS Trust reported a distributable amount of $100K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
AMS Trust is led by Ari Sperlin, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ari Sperlin
President
On filings since 2020
10 hrs/week
No compensation reported
Malka Sperlin
Vice President
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about AMS Trust
How much does AMS Trust give each year?
AMS Trust gave $38K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
How large is AMS Trust?
AMS Trust reported $2.1M in total assets on its 2024 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $100K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does AMS Trust operate?
AMS Trust has awarded grants in Massachusetts, New York, Ohio.
What is AMS Trust's EIN?
AMS Trust's EIN (Employer Identification Number) is 85-6577454. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in New York
New York Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in AMS Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Greenzweig Family Foundation
Monsey, NY
The Greenzweig Family Foundation supports charitable organizations with general operating support; its 2024 filing reports one grant of $180,501 to a recipient in Monsey, New York. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$1.5M
Grants
1
Total Given
$181K
Yafah Foundation
Monroe, NY
Assets
$83K
Grants
1
Total Given
$54K
Falkowitz Family Foundation Inc
Brooklyn, NY
Assets
$1.4M
Grants
1
Total Given
$236K
Cornerstone Foundation
Monroe, NY
Assets
—
Grants
1
Total Given
$507
Gpyn Foundation Inc
New York, NY
Assets
$4K
Grants
1
Total Given
$235K
SCS Foundation
Brooklyn, NY
Assets
$155K
Grants
1
Total Given
$12K
More similar funders
More Funders in New York
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from AMS Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
AMS Trust down — hundreds of funders to go?