Samuel L Schloss Family Foundation Tr

MONTGOMERY, AL EIN: 72-6179919

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

HensleyMontgomeryNew YorkPike RoadRoslyn Heights

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$48K$97K$145K$193K20202021202220232024
Metric202420232022
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

$0$44K$87K$131K$174K6 grants20208 grants20210 grants20225 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

HEART OF ALABAMA FOOD BANK$30KTEMPLE BETH OR--KAHL MON…$30KMONTGOMERY SYMPHONY ORCH…$10KJOHN KNOX MANOR$10K

Grant Size Distribution

23 grants across all recorded years

22<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BURKE K SCHLOSSTRUSTEE
B STEPHEN SCHLOSSTRUSTEE
ALYCE S BUTNERTRUSTEE
S ADAM SCHLOSSTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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