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

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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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