Samuel L Rogers Charitable Trust a

Foundation · Grantmaker Birmingham, AL EIN: 37-6203739

N/A

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.

Key facts about Samuel L Rogers Charitable Trust a

EIN: 37-6203739
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $4,160
Grants made (2024): 2
Average grant: $2,080
Median grant: $2,080
Total assets: $72,489
Primary geography: Illinois (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How Samuel L Rogers Charitable Trust a gives

Giving grew 340% from 2021 to 2024. Method
In 2024 it paid out 118% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Samuel L Rogers Charitable Trust a

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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 $4K (100%)

Share of all 2 itemized 2024 grant dollars.

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

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 recipients 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

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.