B Stephen Schloss Foundation
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
97 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| BOY SCOUTS OF AMERICA TUKABATCHEE AREA COUNCIL MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $4,500 |
| BOYS & GIRLS CLUBS OF THE RIVER REGION MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $1,000 |
| CAPRI COMMUNITY FILM SOCIETY INC MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $60 |
| CHILD PROTECT MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $500 |
| CLOVERDALE PLAYHOUSE MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $500 |
| FAMILY SUNSHINE CENTER MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $1,000 |
| FOLDS OF HONOR OWASSO, OK | 501(C)(3) EXEMPT PURPOSES | $750 |
| GLACIER JEWISH COMMUNITY B'NAI SHALOM KALISPELL, MT | 501(C)(3) EXEMPT PURPOSES | $200 |
| HEART OF ALABAMA FOOD BANK MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $100 |
| HILLSDALE COLLEGE HILLSDALE, MI | 501(C)(3) EXEMPT PURPOSES | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| B STEPHEN SCHLOSS | TRUSTEE | — | — |
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.
Explore Open Grants
Browse active grant opportunities in B Stephen Schloss Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.