S Adler and S Lyons Memorial Unitrust

BIRMINGHAM, AL EIN: 35-6566171

S Adler and S Lyons Memorial Unitrust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $426K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$426K

+2.3% YoY

Annual Giving

$25K

+9.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$13K

+9.5% YoY

Under IRS private-foundation payout rules, S Adler and S Lyons Memorial Unitrust reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About S Adler and S Lyons Memorial Unitrust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $109K (80%)

District of Columbia $27K (20%)

States

District of Columbia Indiana

Cities

VincennesWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$425,726	$416,281	$441,419
Revenue	$44,153	$6,490	$15,492
Expenses	$34,584	$31,702	$47,247
Qualifying Distributions	$27,440	$25,134	$33,260
Net Investment Income	$37,795	$6,006	$8,899
Distributable Amount	$25,254	$23,024	$23,889

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Vincennes Ymca Attn Patrick Herman Exec ($12,577), Good Samaritan Hospital ($12,577).

Recipient	Purpose	Amount
VINCENNES YMCA ATTN PATRICK HERMAN EXEC VINCENNES, IN	GENERAL OPERATING	$12,577
GOOD SAMARITAN HOSPITAL VINCENNES, IN	GENERAL OPERATING	$12,577

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$7,680

Frequently Asked Questions

How large is S Adler and S Lyons Memorial Unitrust?

As of 2024, S Adler and S Lyons Memorial Unitrust holds $426K in total assets with $44K in annual revenue. It awarded 2 grants totaling $25K in 2024.

Where does S Adler and S Lyons Memorial Unitrust operate?

S Adler and S Lyons Memorial Unitrust has awarded grants in District of Columbia, Indiana.

What size grants does S Adler and S Lyons Memorial Unitrust award?

In 2024, S Adler and S Lyons Memorial Unitrust awarded 2 grants totaling $25K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is S Adler and S Lyons Memorial Unitrust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, S Adler and S Lyons Memorial Unitrust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is S Adler and S Lyons Memorial Unitrust's EIN?

S Adler and S Lyons Memorial Unitrust's EIN (Employer Identification Number) is 35-6566171. IRS Form 990 filing data is available on this page for 2020–2024.