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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$222K
+3.4% YoY
Annual Giving
$13K
-16.7% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$4K
-16.7% YoY
About Sam Kerlin Family Scholarship Trust
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $221,903 | $214,579 | $220,012 |
| Revenue | $26,259 | $16,703 | $9,481 |
| Expenses | $18,906 | $22,148 | $18,768 |
| Qualifying Distributions | $14,503 | $18,005 | $14,301 |
| Net Investment Income | $22,129 | $12,419 | $5,396 |
| Distributable Amount | $14,144 | $82 | $13,348 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $5,010 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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