B Stephen Schloss Foundation
The B Stephen Schloss Foundation is a private foundation based in Montgomery, Alabama. In its 2025 filing, it reported 23 grants totaling $35,600 to charitable organizations, including organizations in Alabama and several other states.
B Stephen Schloss Foundation at a glance
In short: B Stephen Schloss Foundation gave $36K across 23 grants in 2025 (avg $2K), mostly in Alabama. 13% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,600
- +10.7% vs 2024
- Grants made (2025)
- 23
- +4.5% vs 2024
- Average grant
- $1,548
- +5.9% vs 2024
- Median grant
- $1,000
- Total assets
- $436,581
- -0.5% vs 2024
- New grantees (estimate)
- 13% first-time grantees (3 of 23, 2025; small sample)
- Primary geography
- Alabama (74% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to B Stephen Schloss Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 3572 Thomas Ave, Montgomery, AL 36111
Phone: (334) 281-8354
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who B Stephen Schloss Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Temple Beth Orkahl Montgomery ($10K). Together the top 10 received $29K.
Grant Size Distribution
94 grants across all recorded years
The most common grant size was under $50K: 94 grants of 94 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 74% of grant dollars went to recipients in Alabama. Other recipient-state shares were Montana (13%), New York (7%), Michigan (3%), and Oklahoma (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
Cities
Is B Stephen Schloss Foundation open to new grantees?
13%
first-time grantees, 2025
In 2025, 3 of 23 grantees (13%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $417; repeat grants $2K. How we count
Medians: $200 first-time, $1K repeat.
- 78% of 2025 grantees were also funded in 2024. Method
- Giving grew 89% from 2022 to 2025. Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2021) to $67K (2023). In 2025 it made 23 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Temple Beth Orkahl Montgomery Montgomery, AL | 501(C)(3) Exempt Purposes | $10,200 |
| Boy Scouts of America Tukabatchee Area Council Montgomery, AL | 501(C)(3) Exempt Purposes | $4,500 |
| Jewish Federation of Central Ala Montgomery, AL | 501(C)(3) Exempt Purposes | $3,000 |
| Whitefish Community Fdn Whitefish, MT | 501(C)(3) Exempt Purposes | $2,600 |
| Tunnel to Towers Foundation Staten Island, NY | 501(C)(3) Exempt Purposes | $2,500 |
| Logan Health Foundation Kalispell, MT | 501(C)(3) Exempt Purposes | $2,000 |
| Boys & Girls Clubs of the River Region Montgomery, AL | 501(C)(3) Exempt Purposes | $1,000 |
| Child Protect Montgomery, AL | 501(C)(3) Exempt Purposes | $1,000 |
| Family Sunshine Center Montgomery, AL | 501(C)(3) Exempt Purposes | $1,000 |
| Hillsdale College Hillsdale, MI | 501(C)(3) Exempt Purposes | $1,000 |
Ready to take the next step with B Stephen Schloss Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $436,581 | $37,490 | $40,276 | $35,600 | 23 | $37,080 | $35,922 | $42,001 |
| 2024 | $438,930 | $375,215 | $34,625 | $32,156 | 22 | $35,264 | $37,639 | $22,925 |
| 2023 | $98,340 | $67,586 | $67,998 | $66,956 | 19 | $67,648 | $67,586 | $18,180 |
| 2022 | $98,752 | $16,570 | $19,505 | $18,806 | 16 | $19,404 | $16,570 | $20,076 |
| 2021 | $101,687 | $7,259 | $18,595 | $17,879 | 14 | $18,541 | $7,259 | $21,832 |
| 2020 | $113,023 | $-9,280 | $43,602 | $42,741 | 26 | — | $6,767 | $17,243 |
Under IRS private-foundation payout rules, B Stephen Schloss Foundation reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose stated work spans religious and charitable purposes, scouting, community services, health care, employment preparation, family-violence response, and other activities. For example, Hope Inspired Ministries says it prepares and equips unemployed individuals to obtain, maintain, and excel at employment; Medical Outreach Ministries says it operates charitable medical or dental clinics; and Family Sunshine Center says it serves victims of family violence and sexual assault through services including a crisis line, shelter, counseling, and outreach.
Grantmaking
In 2025, the foundation gave $35,600 through 23 grants. Grants ranged from $40 to $10,200, with a median of $1,000. Its largest reported grants were $10,200 to Temple Beth Orkahl in Montgomery, Alabama; $4,500 to the Boy Scouts of America Tukabatchee Area Council in Montgomery; $3,000 to the Jewish Federation of Central Alabama; $2,600 to Whitefish Community Foundation in Montana; and $2,500 to Tunnel to Towers Foundation in New York.
Other 2025 recipients included Logan Health Foundation ($2,000), Boys & Girls Clubs of the River Region ($1,000), Child Protect ($1,000), Family Sunshine Center ($1,000), Hillsdale College ($1,000), Hope Inspired Ministries ($1,000), and Medical Outreach Ministries ($1,000).
Leadership & Key People
Leadership team and compensation from IRS filings
B Stephen Schloss is listed as trustee on the 2025 filing.
B Stephen Schloss Foundation is led by B. Stephen Schloss, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
B. Stephen Schloss
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 B Stephen Schloss Foundation
How much does B Stephen Schloss Foundation give each year?
B Stephen Schloss Foundation gave $36K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 22 grants.
What is B Stephen Schloss Foundation's typical grant size?
B Stephen Schloss Foundation's median grant in 2025 was $1,000, and its average grant was $1,548, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from B Stephen Schloss Foundation that year got $417 on average.
Where does B Stephen Schloss Foundation give grants?
B Stephen Schloss Foundation gives mostly in Alabama: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Montana (13%) and New York (7%). The most frequent recipient cities were Montgomery, AL (14 grants) and Kalispell, MT (2 grants).
Who are B Stephen Schloss Foundation's largest grantees?
B Stephen Schloss Foundation's largest 2025 grantees include Temple Beth Orkahl Montgomery ($10,200), Boy Scouts of America Tukabatchee Area Council ($4,500) and Jewish Federation of Central Ala ($3,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is B Stephen Schloss Foundation?
B Stephen Schloss Foundation reported $437K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $42K (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.
What does B Stephen Schloss Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose stated work spans religious and charitable purposes, scouting, community services, health care, employment preparation, family-violence response, and other activities. See mission & focus areas ↑
How do I apply for a grant from B Stephen Schloss Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does B Stephen Schloss Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
Live grants for the work B Stephen Schloss Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in B Stephen Schloss Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Alabama Power Foundation Inc
Birmingham, AL
The Alabama Power Foundation funds Alabama nonprofits, schools, and community initiatives in education, civic and community development, arts and culture, health and human services, and environmental stewardship. In 2024, grants ranged from $100 to $500,000, with a median of $2,500. It provides an online application for grants; unsolicited requests are not specifically addressed.
Assets
$117.9M
Grants
1,240
Total Given
$16.2M
The S Adam Schloss Foundation Inc
Pike Road, AL
The S Adam Schloss Foundation supports charitable organizations in the arts, community services, food assistance, health, and homelessness services, with most grants going to Alabama organizations. Recent grants ranged from $55 to $25,000, with a median of $2,000 in 2025. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$4.2M
Grants
50
Total Given
$248K
The J K Lowder Family Foundation
Montgomery, AL
The J K Lowder Family Foundation supports performing arts, education, and community organizations, with most of its giving in Alabama and smaller amounts in Georgia and Missouri. In 2025, grants ranged from $1,000 to $650,000, with a median of $5,000. It gives only to preselected charitable organizations and does not accept unsolicited requests.
Assets
$18.9M
Grants
47
Total Given
$1.4M
The Daniel Foundation of Alabama
Birmingham, AL
The Daniel Foundation of Alabama funds education and youth development, basic needs, health and human services, arts, and community and rural projects that strengthen Alabama communities. Its 2024 grants had a median of $10,000 and ranged from $200 to $112,500, with most funding going to Alabama organizations and projects.
Assets
$114.5M
Grants
521
Total Given
$7.5M
Central Alabama Community Foundation Inc
Montgomery, AL
Central Alabama Community Foundation supports tax-exempt organizations in areas including education, health, human services, arts, recreation, and civic life, with its Community Trust Grants focused on projects in Lowndes, Macon, and Montgomery counties. Community Trust awards range from $5,000 to $25,000; its 2024 grants had a median of $9,620. It accepts online applications for the Community Trust Grant during listed application periods.
Assets
$106.8M
Grants
59
Total Given
$8.5M
John and Joyce Caddell Foundation
Montgomery, AL
The foundation supports arts and cultural enrichment, education, humanitarian causes, and organizations serving the Montgomery metropolitan area; its 2025 grants all went to Alabama recipients. Grants ranged from $10,000 to $75,000, with a median of $50,000. It accepts written applications and has no stated deadlines.
Assets
$15.1M
Grants
22
Total Given
$930K
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from B Stephen Schloss Foundation'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.
B Stephen Schloss Foundation down — hundreds of funders to go?