S Adler and S Lyons Memorial Unitrust
S Adler and S Lyons Memorial Unitrust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $429K in total assets. In 2025, it awarded 2 grants totaling $26K. Net investment income was $36K.
S Adler and S Lyons Memorial Unitrust at a glance
In short: S Adler and S Lyons Memorial Unitrust gave $26K across 2 grants in 2025 (avg $13K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $26,080
- +3.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $13,040
- +3.7% vs 2024
- Median grant
- $13,040
- Total assets
- $429,241
- +0.8% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who S Adler and S Lyons Memorial Unitrust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Good Samaritan Hospital ($13K).
Organizations only. It also paid 1 grant to individuals ($13,040), which are not listed by name.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How S Adler and S Lyons Memorial Unitrust gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $23K (2023) to $31K (2022). In 2025 it made 2 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $13,040 |
| Good Samaritan Hospital Vincennes, IN | General Operating | $13,040 |
Ready to take the next step with S Adler and S Lyons Memorial Unitrust?
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 | $429,241 | $42,266 | $38,421 | $26,080 | 2 | $28,391 | $35,689 | $25,690 |
| 2024 | $425,726 | $44,153 | $34,584 | $25,154 | 2 | $27,440 | $37,795 | $25,254 |
| 2023 | $416,281 | $6,490 | $31,702 | $22,982 | 2 | $25,134 | $6,006 | $23,024 |
| 2022 | $441,419 | $15,492 | $47,247 | $31,002 | 2 | $33,260 | $8,899 | $23,889 |
| 2021 | $473,226 | $55,452 | $41,218 | $29,978 | 2 | $32,558 | $47,941 | $29,546 |
| 2020 | $458,987 | $23,629 | $37,424 | $27,310 | 2 | — | $16,943 | $25,695 |
Under IRS private-foundation payout rules, S Adler and S Lyons Memorial Unitrust reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
S Adler and S Lyons Memorial Unitrust's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$8K (2020) → $8K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2022–2023) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Regions Bank (Trustee).
Frequently asked questions about S Adler and S Lyons Memorial Unitrust
How much does S Adler and S Lyons Memorial Unitrust give each year?
S Adler and S Lyons Memorial Unitrust gave $26K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 2 grants.
How large is S Adler and S Lyons Memorial Unitrust?
S Adler and S Lyons Memorial Unitrust reported $429K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
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 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 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 May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Alabama
Alabama Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in S Adler and S Lyons Memorial Unitrust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Good Samaritan Foundation for Better Health
Suffern, NY
The mission is to make visible god's love and to be good help to those in need, especially those who are poor, vulnerable and dying. As a system of caregivers, we commit ourselves to help bring people and communities to health and wholeness as part of the healing ministry of jesus christ and the catholic church.
Assets
$4.6M
Grants
1
Total Given
$260K
Batavia Rotary Memorial Fund Inc
Batavia, NY
To give scholarships to students and support other not for profit organizations in glow region
Assets
$829K
Grants
2
Total Given
$40K
Justine Sterkel Fund
Chicago, IL
Assets
$2.1M
Grants
3
Total Given
$73K
Yakima Kiwanis Charitable Trust Foundation
Yakima, WA
To further the goals of Kiwanis in the Yakima Vaelley by providing funding for projects and organizations to enhance and improve the lives and opportunities of children and families or which contribute to the quality of life in the community.
Assets
$1.1M
Grants
3
Total Given
$71K
Morningstar Foundation
Buffalo, NY
Assets
$49K
Grants
4
Total Given
$7K
Beaverhead Foundation
Dillon, MT
Assets
$492K
Grants
4
Total Given
$22K
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 S Adler and S Lyons Memorial Unitrust'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.
S Adler and S Lyons Memorial Unitrust down — hundreds of funders to go?