· 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.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| HEART OF ALABAMA FOOD BANK | $30,000 |
| TEMPLE BETH OR--KAHL MONTGOMERY | $30,000 |
| JOHN KNOX MANOR | $10,000 |
| Individual grant recipient | $10,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–19, $575) land where the poverty rate runs at 18%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +34% since the first grant, against +20% for the ones you funded once.
21 repeat relationships — 3 still active in FY2024, 18 since wound down; 1 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 88% of grant dollars renewed an existing relationship; $10k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- MMMONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION5× · 2017–2021 · $187k · revenue +6%
- HOHEART OF ALABAMA FOOD BANK INC7× · 2017–2024 · $34k · revenue +40%
- ASALABAMA SHAKESPEARE FESTIVAL3× · 2017–2019 · $6k · revenue +19%
Funded once
- HFHABITAT FOR HUMANITYone grant, 2019 · $200
- JHJASMINE HILL FOUNDATIONone grant, 2019 · $200 · revenue -46%
- RIRenascence Incone grant, 2019 · $200 · revenue -164%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To Preserve the Governors Mansion
The foundation's missionis to provide assistance to the alabama bicentennial commission, which supports, created and executes events and activities that commemorate the stories of alabama's people, places and path to statehood.
To further the image of medicine through financial support for health education programs and projects
To provide supportive services, educational services, and assistance to cancer patients throughout central alabama, including those patients who lack the resources
The promotion of health through charitable, educational, and scientific purposes primarily in and for the benefit of monroe county, alabama and to encourage broad based support of monroe county hospital.
Promote charitable, educational, scientific, and cultural activities in the city of montgomery, alabama.
To promote, operate and maintain historic fort johnson, the 18th century home of sir william johnson
Jackson hospital is a not-for-profit organization committed to improving the health of all members of our community by providing superior, patient-centered and cost-effective care in a safe, compassionate environment.
Construct and maintain a memorial in honor of the veterans of madison county, alabama that will include recognition of the medals of honor recipients. it will reinforce the civil and military relationship in madison county and the city of…
For reference, the grantee most central to the portfolio’s shape is Landmarks Foundation of Montgomery and the most unlike its peers is Jasmine Hill Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 42 years old; the field is 15. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 18% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
27 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 27 of the 43 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds MONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION ↗
- Who funds HEART OF ALABAMA FOOD BANK INC ↗
- Who funds RIVER REGION UNITED WAY ↗
- Who funds JOHN KNOX MANOR INC ↗
- Who funds ALABAMA SHAKESPEARE FESTIVAL ↗
- Who funds MONTGOMERY COUNTY HISTORICAL SOCIET TISHA RHODES EXECUTIVE DIRECTOR ↗
- Who funds CAPRI COMMUNITY FILM SOCIETY INC ↗
- Who funds HUNTINGDON COLLEGE ↗
- Who funds LANDMARKS FOUNDATION OF MONTGOMERY ↗
- Who funds THE JEWISH FEDERATION OF CENTRAL ALABAMA INC ↗
- Who funds MONTGOMERY BOTANICAL GARDEN AT OAK PARK ↗
- Who funds MONTGOMERY AREA COUNCIL ON AGING ↗
- Who funds MONTGOMERY AREA NON-TRADITIONAL EQUESTRI ↗
- Who funds MONTGOMERY CITY-COUNTY PUBLIC LIBRARY ↗
- Who funds American Heart Association Inc ↗
- Who funds JASMINE HILL FOUNDATION ↗
- Who funds Renascence Inc ↗
- Who funds JOY TO LIFE FOUNDATION ↗
- Who funds JACKSON HOSPITAL FOUNDATION ↗
- Who funds RESPITE FOR ALL FOUNDATION ↗
- Who funds THE SAMARITAN COUNSELING CENTER IN ↗
- Who funds HOSPICE OF MONTGOMERY INC ↗
- Who funds White House Association of Alabama ↗
- Who funds AMERICAN FIGHTER ACES ASSOCIATION ↗
- Who funds AMERICAN INSTITUTE OF PHILANTHROPY ↗
- Who funds Wellesley College ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Samuel L Schloss Family Foundation Tr Schlossburke K Trustee funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Wellesley College — 1% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
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