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Alabama · Private foundation

Samuel L Schloss Family Foundation Tr Schlossburke K Trustee

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$80k
Granted FY2024(still arriving)
4
Grants FY2024
5
Organizations funded FY2023
20%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$30,000
Largest grant, FY2024
$30,000
Organizations funded a year
5 to 28
FY2017 to FY2023
States reached, FY2024
1
Total assets, FY2024
$114
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 20% of the organizations Samuel L Schloss Family Foundation Tr Schlossburke K Trustee funded were first-time grantees, receiving 29% of its grant dollars.

New vs renewed · share of each year

In FY2023, 71% of grant dollars renewed an existing relationship; $125 went to new ones.

50%100%’18’19’20’21’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’23
HealthEducationEnvironmentCrime & LegalArts & CultureHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving4$80k25%
FY20235$42520%
FY20218$11k13%
FY20206$174k0%
FY201928$41k29%
FY201826$40k42%
FY201720$26kn/a
92% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$196kReligion$63kFood & Nutrition$34kPhilanthropy$27kHuman Services$14kHealth$8kPublic Safety & Disaster$2kEducation$1kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 29 grantees

Plus 13 recipients with no EIN on record ($102k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Samuel L Schloss Family Foundation Tr Schlossburke K Trustee supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMontgomery Museum of Fine Arts Association: $186,889 over 5y, 9.8% of budgetHeart of Alabama Food Bank Inc: $33,975 over 7y, 0.1% of budgetRiver Region United Way: $26,000 over 4y, 0.3% of budgetJohn Knox Manor Inc: $10,000 over 1y, 0.1% of budgetAlabama Shakespeare Festival: $6,000 over 3y, 0.0% of budgetMontgomery County Historical Societ Tisha Rhodes Executive Director: $1,425 over 5y, 0.6% of budgetCapri Community Film Society Inc: $800 over 3y, 0.1% of budgetHuntingdon College: $700 over 2y, 0.0% of budgetLandmarks Foundation of Montgomery: $530 over 3y, 0.0% of budgetMontgomery Botanical Garden at Oak Park: $500 over 2y, 0.7% of budgetMontgomery Area Council on Aging: $475 over 3y, 0.0% of budgetMontgomery Area Non-Traditional Equestri: $400 over 3y, 0.1% of budgetMontgomery City-County Public Library: $400 over 3y, 0.0% of budgetAmerican Heart Association Inc: $300 over 3y, 0.0% of budgetRenascence Inc: $200 over 1y, 0.1% of budgetJasmine Hill Foundation: $200 over 1y, 0.1% of budgetJackson Hospital Foundation: $200 over 2y, 0.0% of budgetJoy to Life Foundation: $200 over 1y, 0.0% of budgetRespite for All Foundation: $125 over 1y, 0.0% of budgetWhite House Association of Alabama: $100 over 1y, 0.3% of budgetHospice of Montgomery Inc: $100 over 1y, 0.0% of budgetThe Samaritan Counseling Center In: $100 over 1y, 0.0% of budgetAmerican Fighter Aces Association: $50 over 1y, 0.0% of budgetAmerican Institute of Philanthropy: $50 over 1y, 0.0% of budgetWellesley College: $50 over 1y, 0.0% of budgetService Dogs Alabama Inc: $25 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 26.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The S Adam Schloss Foundation IncAL39.1× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The S Adam Schloss Foundation Inc · The J K Lowder Family Foundation · Gordy-Mead-Britton Foundation · Crum Family Charitable Foundation · Alfa Foundation · B Stephen Schloss Foundation · The Landa Fund · Loeb Family Foundation Inc · The Daniel Foundation of Alabama · The Hobbs Foundation · Arthur M Britton Foundation Inc · John and Joyce Caddell Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Samuel L Schloss Family Foundation Tr Schlossburke K Trustee with peer funders

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How do I get to Samuel L Schloss Family Foundation Tr Schlossburke K Trustee?

Find your warmest path to Samuel L Schloss Family Foundation Tr Schlossburke K Trustee through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Samuel L Schloss Family Foundation Tr Schlossburke K Trustee

How much does Samuel L Schloss Family Foundation Tr Schlossburke K Trustee give?
Samuel L Schloss Family Foundation Tr Schlossburke K Trustee reported 4 grants totaling $80,000 in its FY2024 IRS filing. It funded between 5 and 28 organizations a year over FY2017 to FY2023.
What does Samuel L Schloss Family Foundation Tr Schlossburke K Trustee fund?
By grant dollars over FY2017 to FY2024, its largest causes are Arts & Culture (52%), Religion (17%), Food & Nutrition (9%).
Who are Samuel L Schloss Family Foundation Tr Schlossburke K Trustee's largest grantees?
By total granted over FY2017 to FY2024: Montgomery Museum of Fine Arts Association ($187k), Heart of Alabama Food Bank Inc ($34k), River Region United Way ($26k).
Does Samuel L Schloss Family Foundation Tr Schlossburke K Trustee fund new organizations?
In FY2023, 20% of the organizations it funded were first-time grantees.
Does Samuel L Schloss Family Foundation Tr Schlossburke K Trustee accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Samuel L Schloss Family Foundation Tr Schlossburke K Trustee?
Its strongest co-funders, measured against what their size predicts, include The S Adam Schloss Foundation Inc, The J K Lowder Family Foundation, Gordy-Mead-Britton Foundation.
Where is Samuel L Schloss Family Foundation Tr Schlossburke K Trustee based?
Samuel L Schloss Family Foundation Tr Schlossburke K Trustee is based in AL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 43 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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