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

2

+0.0% YoY

Avg Grant Size

$13K

+9.5% YoY

About S Adler and S Lyons Memorial Unitrust

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

VincennesWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$30K$46K$61K20202021202220232024
Metric202420232022
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

$0$8K$16K$23K$31K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

VINCENNES YMCA ATTN PATR…$13KGOOD SAMARITAN HOSPITAL$13K

Grant Size Distribution

10 grants across all recorded years

10<$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

REGIONS BANKTRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$7,680

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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