Samuel L Schloss Family Foundation Tr
Samuel L Schloss Family Foundation Tr is a private foundation, 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.
Samuel L Schloss Family Foundation Tr at a glance
In short: Samuel L Schloss Family Foundation Tr gave $80K across 4 grants in 2024 (avg $20K), mostly in Alabama. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $80,000
- +18723.5% vs 2023
- Grants made (2024)
- 4
- -20.0% vs 2023
- Average grant
- $20,000
- +23429.4% vs 2023
- Median grant
- $20,000
- Total assets
- $114
- -100.0% vs 2023
- Primary geography
- Alabama (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Samuel L Schloss Family Foundation Tr funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Heart of Alabama Food Bank ($30K). Together the top 4 received $80K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 22 grants of 23 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
How Samuel L Schloss Family Foundation Tr gives
- Giving grew 658% from 2021 to 2024. Method
- In 2024 it paid out 164% 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 2024, annual grant giving ranged from $425 (2023) to $174K (2020). In 2024 it made 4 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heart of Alabama Food Bank Montgomery, AL | 501(C)(3) Exempt Purposes | $30,000 |
| Temple Beth or--Kahl Montgomery Montgomery, AL | 501(C)(3) Exempt Purposes | $30,000 |
| Montgomery Symphony Orchestra Montgomery, AL | 501(C)(3) Exempt Purposes | $10,000 |
| John Knox Manor Montgomery, AL | 501(C)(3) Exempt Purposes | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $114 | $40,511 | $83,054 | $80,000 | 4 | $82,288 | $40,354 | $50,109 |
| 2023 | $653,850 | $41,011 | $1,621 | $425 | 5 | $1,232 | $40,921 | $44,861 |
| 2022 | $614,460 | $38,865 | $2,155 | — | — | $880 | $38,793 | $43,482 |
| 2021 | $577,750 | $54,992 | $11,912 | $10,560 | 8 | $11,630 | $54,925 | $44,344 |
| 2020 | $534,670 | $24,118 | $175,705 | $174,099 | 6 | — | $24,118 | $37,551 |
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.
Leadership & Key People
Officers and directors from IRS filings
Samuel L Schloss Family Foundation Tr's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Burke K. Schloss
Trustee
On filings since 2020
No compensation reported
Alyce S. Butner
Trustee
New on the 2024 filing
No compensation reported
B. Stephen Schloss
Trustee
New on the 2024 filing
No compensation reported
S. Adam Schloss
Trustee
New on the 2024 filing
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Samuel L Schloss Family Foundation Tr
How much does Samuel L Schloss Family Foundation Tr give each year?
Samuel L Schloss Family Foundation Tr gave $80K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $425 across 5 grants.
What is Samuel L Schloss Family Foundation Tr's typical grant size?
Samuel L Schloss Family Foundation Tr's median grant in 2024 was $20,000, and its average grant was $20,000, across 4 grants on its 2024 IRS Form 990-PF.
Where does Samuel L Schloss Family Foundation Tr give grants?
Samuel L Schloss Family Foundation Tr gives mostly in Alabama: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Montgomery, AL (4 grants).
How large is Samuel L Schloss Family Foundation Tr?
Samuel L Schloss Family Foundation Tr reported $114 in total assets on its 2024 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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