Samuel L Rogers Charitable Trust a

Foundation · Grantmaker BIRMINGHAM, AL EIN: 37-6203739

Samuel L Rogers Charitable Trust a is a private foundation focused on N/A, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $72K in total assets. In 2024, it awarded 2 grants totaling $4K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$72K

-1.6% YoY

Annual Giving

$4K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+0.0% YoY

Under IRS private-foundation payout rules, Samuel L Rogers Charitable Trust a reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Samuel L Rogers Charitable Trust a

Based on IRS filings

Focus Areas

N/A

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $11K (84%)

District of Columbia $2K (16%)

States

District of Columbia Illinois

Cities

ClintonWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$72,489	$73,691	$78,057
Revenue	$5,691	$2,463	$-4,482
Expenses	$6,890	$6,836	$5,323
Qualifying Distributions	$5,483	$5,590	$4,028
Net Investment Income	$4,408	$1,144	$587
Distributable Amount	$4,641	$4,269	$4,457

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 United Methodist Ch of Clinton ($2,080), Clinton Community Ymca Attn Mr Rennie ($2,080).

Recipient	Purpose	Amount
UNITED METHODIST CH OF CLINTON CLINTON, IL	GENERAL OPERATING	$2,080
CLINTON COMMUNITY YMCA ATTN MR RENNIE CLINTON, IL	GENERAL OPERATING	$2,080

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	$1,539

Subject Areas

Focus areas based on grantmaking activity

N/A

Frequently Asked Questions

What is Samuel L Rogers Charitable Trust a?

Samuel L Rogers Charitable Trust a is a private foundation focused on N/A, based in BIRMINGHAM, AL. It holds $72K in total assets as of 2024.

How large is Samuel L Rogers Charitable Trust a?

As of 2024, Samuel L Rogers Charitable Trust a holds $72K in total assets with $6K in annual revenue. It awarded 2 grants totaling $4K in 2024.

Where does Samuel L Rogers Charitable Trust a operate?

Samuel L Rogers Charitable Trust a has awarded grants in District of Columbia, Illinois.

What size grants does Samuel L Rogers Charitable Trust a award?

In 2024, Samuel L Rogers Charitable Trust a awarded 2 grants totaling $4K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Samuel L Rogers Charitable Trust a required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel L Rogers Charitable Trust a reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Samuel L Rogers Charitable Trust a's EIN?

Samuel L Rogers Charitable Trust a's EIN (Employer Identification Number) is 37-6203739. IRS Form 990 filing data is available on this page for 2020–2024.