Sam Kerlin Family Scholarship Trust
Sam Kerlin Family Scholarship Trust is a private foundation focused on Education, based in Birmingham, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $222K in total assets. In 2025, it awarded 3 grants totaling $13K. Net investment income was $22K.
Sam Kerlin Family Scholarship Trust at a glance
In short: Sam Kerlin Family Scholarship Trust gave $13K across 3 grants in 2025 (avg $4K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $12,501
- -16.7% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $4,167
- -16.7% vs 2024
- Median grant
- $4,167
- Total assets
- $221,903
- +3.4% 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 Sam Kerlin Family Scholarship Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Purdue University ($4K). Together the top 3 received $13K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Sam Kerlin Family Scholarship Trust gives
- Giving fell 37% from 2022 to 2025. Method
- In 2025 it paid out 103% 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 2021 to 2025, annual grant giving ranged from $13K (2025) to $20K (2022). In 2025 it made 3 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Purdue University West Lafayette, IN | Scholarships | $4,167 |
| Huntington University Huntington, IN | Scholarships | $4,167 |
| Indiana University Bloomington, IN | Scholarships | $4,167 |
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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 | $221,903 | $26,259 | $18,906 | $12,501 | 3 | $14,503 | $22,129 | $14,144 |
| 2024 | $214,579 | $16,703 | $22,148 | $15,000 | 3 | $18,005 | $12,419 | $82 |
| 2023 | $220,012 | $9,481 | $18,768 | $13,300 | 3 | $14,301 | $5,396 | $13,348 |
| 2022 | $228,845 | $24,936 | $27,336 | $20,000 | 4 | $22,991 | $20,861 | $15,235 |
| 2021 | $231,274 | $33,817 | $16,854 | $12,978 | 2 | — | $14,211 | $18,291 |
Under IRS private-foundation payout rules, Sam Kerlin Family Scholarship Trust reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sam Kerlin Family Scholarship Trust's only listed officer is Regions Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2021
1 hr/week
$4K (2021) → $5K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $5K, to Regions Bank (Trustee).
Frequently asked questions about Sam Kerlin Family Scholarship Trust
How much does Sam Kerlin Family Scholarship Trust give each year?
Sam Kerlin Family Scholarship Trust gave $13K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 3 grants.
What is Sam Kerlin Family Scholarship Trust's typical grant size?
Sam Kerlin Family Scholarship Trust's median grant in 2025 was $4,167, and its average grant was $4,167, across 3 grants on its 2025 IRS Form 990-PF.
Where does Sam Kerlin Family Scholarship Trust give grants?
Sam Kerlin Family Scholarship Trust gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Sam Kerlin Family Scholarship Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Sam Kerlin Family Scholarship Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (3 grants).
How large is Sam Kerlin Family Scholarship Trust?
Sam Kerlin Family Scholarship Trust reported $222K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
What is Sam Kerlin Family Scholarship Trust?
Sam Kerlin Family Scholarship Trust is a private foundation focused on Education, based in Birmingham, AL. It holds $222K in total assets as of 2025.
What is Sam Kerlin Family Scholarship Trust's EIN?
Sam Kerlin Family Scholarship Trust's EIN (Employer Identification Number) is 81-0654051. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Sam Kerlin Family Scholarship Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Sam Kerlin Family Scholarship Trust's focus areas in our free grants database
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