Samuel L Rogers Charitable Trust 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 2025. As of 2025, the organization holds $73K in total assets. In 2025, it awarded 2 grants totaling $4K. Net investment income was $6K.
Samuel L Rogers Charitable Trust a at a glance
In short: Samuel L Rogers Charitable Trust a gave $4K across 2 grants in 2025 (avg $2K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,498
- +8.1% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $2,249
- +8.1% vs 2024
- Median grant
- $2,249
- Total assets
- $72,786
- +0.4% vs 2024
- Primary geography
- Illinois (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 Samuel L Rogers Charitable Trust a funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was United Methodist Ch of Clinton ($2K). Together the top 2 received $4K.
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 Samuel L Rogers Charitable Trust a gives
- Giving grew 64% from 2022 to 2025. Method
- In 2025 it paid out 121% 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 $946 (2021) to $4K (2025). In 2025 it made 2 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Methodist Ch of Clinton Clinton, IL | General Operating | $2,249 |
| Clinton Community YMCA Attn Mr Rennie Clinton, IL | General Operating | $2,249 |
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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 | $72,786 | $7,567 | $7,198 | $4,498 | 2 | $5,816 | $6,294 | $4,808 |
| 2024 | $72,489 | $5,691 | $6,890 | $4,160 | 2 | $5,483 | $4,408 | $4,641 |
| 2023 | $73,691 | $2,463 | $6,836 | $4,160 | 2 | $5,590 | $1,144 | $4,269 |
| 2022 | $78,057 | $-4,482 | $5,323 | $2,738 | 2 | $4,028 | $587 | $4,457 |
| 2021 | $87,835 | $7,459 | $3,235 | $946 | 2 | $1,796 | $6,098 | $5,074 |
| 2020 | $83,609 | $4,001 | $4,706 | $986 | 2 | — | $2,772 | $4,576 |
Under IRS private-foundation payout rules, Samuel L Rogers Charitable Trust a reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Samuel L Rogers Charitable Trust a'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
$2K (2020) → $2K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — 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 $2K, to Regions Bank (Trustee).
Frequently asked questions about Samuel L Rogers Charitable Trust a
How much does Samuel L Rogers Charitable Trust a give each year?
Samuel L Rogers Charitable Trust a gave $4K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 2 grants.
How large is Samuel L Rogers Charitable Trust a?
Samuel L Rogers Charitable Trust a reported $73K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
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 $73K in total assets as of 2025.
Where does Samuel L Rogers Charitable Trust a operate?
Samuel L Rogers Charitable Trust a has awarded grants in District of Columbia, Illinois.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
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)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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