Samuel L Schloss Family Foundation Tr
Samuel L Schloss Family Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $114 in total assets. In 2024, it awarded 4 grants totaling $80K. Net investment income was $40K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$114
-100.0% YoY
Annual Giving
$80K
+18723.5% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$20K
+23429.4% YoY
Under IRS private-foundation payout rules, Samuel L Schloss Family Foundation Tr reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.
About Samuel L Schloss Family Foundation Tr
Based on IRS filings
Samuel L Schloss Family Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $114 in total assets. In 2024, it awarded 4 grants totaling $80K. Net investment income was $40K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $114 | $653,850 | $614,460 |
| Revenue | $40,511 | $41,011 | $38,865 |
| Expenses | $83,054 | $1,621 | $2,155 |
| Qualifying Distributions | $82,288 | $1,232 | $880 |
| Net Investment Income | $40,354 | $40,921 | $38,793 |
| Distributable Amount | $50,109 | $44,861 | $43,482 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Heart of Alabama Food Bank ($30,000), Temple Beth Or--kahl Montgomery ($30,000), Montgomery Symphony Orchestra ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HEART OF ALABAMA FOOD BANK MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $30,000 |
| MONTGOMERY SYMPHONY ORCHESTRA MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $10,000 |
| TEMPLE BETH OR--KAHL MONTGOMERY MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $30,000 |
| JOHN KNOX MANOR MONTGOMERY, AL | 501(C)(3) EXEMPT PURPOSES | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BURKE K SCHLOSS | TRUSTEE | — | — |
| B STEPHEN SCHLOSS | TRUSTEE | — | — |
| ALYCE S BUTNER | TRUSTEE | — | — |
| S ADAM SCHLOSS | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Samuel L Schloss Family Foundation Tr?
Samuel L Schloss Family Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. It holds $114 in total assets as of 2024.
How large is Samuel L Schloss Family Foundation Tr?
As of 2024, Samuel L Schloss Family Foundation Tr holds $114 in total assets with $41K in annual revenue. It awarded 4 grants totaling $80K in 2024.
Where does Samuel L Schloss Family Foundation Tr operate?
Samuel L Schloss Family Foundation Tr has awarded grants in Alabama, Arkansas, New York.
What size grants does Samuel L Schloss Family Foundation Tr award?
In 2024, Samuel L Schloss Family Foundation Tr awarded 4 grants totaling $80K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Samuel L Schloss Family Foundation Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel L Schloss Family Foundation Tr reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Samuel L Schloss Family Foundation Tr's EIN?
Samuel L Schloss Family Foundation Tr's EIN (Employer Identification Number) is 72-6179919. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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