B Stephen Schloss Foundation

MONTGOMERY, AL EIN: 72-1373393

B Stephen Schloss Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $439K in total assets. In 2024, it awarded 22 grants totaling $32K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$439K

+346.3% YoY

Annual Giving

$32K

-52.0% YoY

Grant Count

22

+15.8% YoY

Avg Grant Size

$1K

-58.5% YoY

Under IRS private-foundation payout rules, B Stephen Schloss Foundation reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About B Stephen Schloss Foundation

Based on IRS filings

B Stephen Schloss Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $439K in total assets. In 2024, it awarded 22 grants totaling $32K. Net investment income was $38K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states
+4 more states

Cities

AtlantaBig ForkBirminghamBrunswickColorado SpringsHelenaHensleyHillsdaleKalispellKallispellMillbrookMontgomeryOrlandoOwassoPark CityPhoenixSeattleStaten IslandWetumpkaWhitefish

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$103K$206K$310K$413K20202021202220232024
Metric202420232022
Total Assets$438,930$98,340$98,752
Revenue$375,215$67,586$16,570
Expenses$34,625$67,998$19,505
Qualifying Distributions$35,264$67,648$19,404
Net Investment Income$37,639$67,586$16,570
Distributable Amount$22,925$18,180$20,076

Giving Over Time

Total grant dollars and number of grants per year

$0$17K$33K$50K$67K26 grants202014 grants202116 grants202219 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TEMPLE BETH ORKAHL MONTG…$10KBOY SCOUTS OF AMERICA TU…$5KJEWISH FEDERATION OF CEN…$3KTUNNEL TO TOWERS FOUNDAT…$3KLOGAN HEALTH FOUNDATION-…$2KBOYS & GIRLS CLUBS OF TH…$1KFAMILY SUNSHINE CENTER$1KHILLSDALE COLLEGE$1KHOPE INSPIRED MINISTRIES$1KMEDICAL OUTREACH MINISTR…$1K

Grant Size Distribution

97 grants across all recorded years

97<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Temple Beth Orkahl Montgomery ($10,106), Boy Scouts of America Tukabatchee Area Council ($4,500), Jewish Federation of Central Ala ($3,000).

RecipientPurposeAmount
BOY SCOUTS OF AMERICA TUKABATCHEE AREA COUNCIL MONTGOMERY, AL501(C)(3) EXEMPT PURPOSES$4,500
BOYS & GIRLS CLUBS OF THE RIVER REGION MONTGOMERY, AL501(C)(3) EXEMPT PURPOSES$1,000
CAPRI COMMUNITY FILM SOCIETY INC MONTGOMERY, AL501(C)(3) EXEMPT PURPOSES$60
CHILD PROTECT MONTGOMERY, AL501(C)(3) EXEMPT PURPOSES$500
CLOVERDALE PLAYHOUSE MONTGOMERY, AL501(C)(3) EXEMPT PURPOSES$500
FAMILY SUNSHINE CENTER MONTGOMERY, AL501(C)(3) EXEMPT PURPOSES$1,000
FOLDS OF HONOR OWASSO, OK501(C)(3) EXEMPT PURPOSES$750
GLACIER JEWISH COMMUNITY B'NAI SHALOM KALISPELL, MT501(C)(3) EXEMPT PURPOSES$200
HEART OF ALABAMA FOOD BANK MONTGOMERY, AL501(C)(3) EXEMPT PURPOSES$100
HILLSDALE COLLEGE HILLSDALE, MI501(C)(3) EXEMPT PURPOSES$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
B STEPHEN SCHLOSSTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is B Stephen Schloss Foundation?

B Stephen Schloss Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. It holds $439K in total assets as of 2024.

How large is B Stephen Schloss Foundation?

As of 2024, B Stephen Schloss Foundation holds $439K in total assets with $375K in annual revenue. It awarded 22 grants totaling $32K in 2024.

Where does B Stephen Schloss Foundation operate?

B Stephen Schloss Foundation has awarded grants in Alabama, Arkansas, Arizona, Colorado, Florida, Georgia, Michigan, Montana, New York, Oklahoma, Utah, Washington.

What size grants does B Stephen Schloss Foundation award?

In 2024, B Stephen Schloss Foundation awarded 22 grants totaling $32K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is B Stephen Schloss Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, B Stephen Schloss Foundation reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is B Stephen Schloss Foundation's EIN?

B Stephen Schloss Foundation's EIN (Employer Identification Number) is 72-1373393. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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