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Samuel L Schloss Family Foundation Tr Schlossburke K Trustee at a glance

· 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 FY2024still arriving
4
Grants FY2024still arriving
1
States reached
$30k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0192% 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
02FY2024 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

$30,000
Median grant
1
States reached
$114
Total assets
Largest grants
RecipientAmount
HEART OF ALABAMA FOOD BANK$30,000
TEMPLE BETH OR--KAHL MONTGOMERY$30,000
JOHN KNOX MANOR$10,000
Individual grant recipient$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 11%MONTGOMERY AREA COUNCIL ON AGING: $275 → 18%MONTGOMERY AREA COUNCIL ON AGING: $100 → 18%MONTGOMERY AREA COUNCIL ON AGING: $100 → 18%THE SAMARITAN COUNSELING CENTER INC: $100 → 18%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$361k · 21 repeat orgs$12k to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against +26% for those 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

Re-uppedFunded once

Organizations

21
20

Total granted

$361k
$2k

Median revenue growth · since first grant

+34%
+26%

Still filing today

67%
55%

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’17’18’19’20’21’23’24
RenewedFirst-time

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

’17’18’19’20’21’23’24
HealthArts & CultureEducationHuman ServicesFood & NutritionPhilanthropyOther
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.

Backed again, and grew

  • MM
    MONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION
    5× · 2017–2021 · $187k · revenue +6%
  • HO
    HEART OF ALABAMA FOOD BANK INC
    7× · 2017–2024 · $34k · revenue +40%
  • AS
    ALABAMA SHAKESPEARE FESTIVAL
    3× · 2017–2019 · $6k · revenue +19%

Funded once

  • RI
    Renascence Inc
    one grant, 2019 · $200 · revenue -164%
  • HF
    HABITAT FOR HUMANITY
    one grant, 2019 · $200
  • JH
    JASMINE HILL FOUNDATION
    one grant, 2019 · $200 · revenue -46%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Alabama Healthcare Hall of Fame
Arts & Culture
2
Friends of the Alabama Governors Mansion Inc

To Preserve the Governors Mansion

Arts & Culture
3
Alabama Bicentennial Commission Foundation Inc

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.

Arts & Culture
4
The Medical Foundation of Alabama

To further the image of medicine through financial support for health education programs and projects

—
5
Montgomery Cancer Wellness Foundation

To provide supportive services, educational services, and assistance to cancer patients throughout central alabama, including those patients who lack the resources

Health
6
Monroe Health Foundation Inc

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.

Health
7
Montgomery Area Chamber of Commerce Foundation Inc

Promote charitable, educational, scientific, and cultural activities in the city of montgomery, alabama.

Community Improvement
8
Montgomery Botanical Center
—
9
Montgomery County Historical Society

To promote, operate and maintain historic fort johnson, the 18th century home of sir william johnson

Arts & Culture
10
Jackson Hospital and Clinic Inc

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.

Health
11
Alabama Restaurant & Hospitality Association Foundation
—
12
Madison County Veterans Memorial Foundation Inc

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…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Landmarks Foundation of Montgomery; 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.
04the grantee network

27 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
27/27
Grantees still filing
18/27
Grew since first funded

Where the money sits, by cause and then by grantee

MONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION: $186,889 · Arts & CultureMONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION+4 more: $8,325 · Arts & CultureTEMPLE BETH OR--KAHL MONTGOMERY: $62,370 · OtherTEMPLE BETH OR--KAHL MONTGOMERYIndividual grant recipient: $27,755 · OtherIndividual grant recipientMEMORIAL SLOAN KETTERING CANCER CENTER: $6,325 · OtherMEMORIAL SLOAN KETTERING CANCER…+22 more: $8,530 · Other+22 moreHEART OF ALABAMA FOOD BANK INC: $33,975 · Food & NutritionHEART OF A…RIVER REGION UNITED WAY: $26,000 · PhilanthropyJOHN KNOX MANOR INC: $10,000 · HealthMONTGOMERY AREA NON-TRADITIONAL EQUESTRI: $400 · Health+4 more: $825 · HealthHUNTINGDON COLLEGE: $700 · EducationMONTGOMERY CITY-COUNTY PUBLIC LIBRARY: $400 · EducationWellesley College: $50 · EducationMONTGOMERY AREA COUNCIL ON AGING: $475 · Human ServicesTHE SAMARITAN COUNSELING CENTER IN: $100 · Human Services
Arts & Culture$195,214Other$104,980Food & Nutrition$33,975Philanthropy$26,000Health$11,225Education$1,150Human Services$575

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetTHE JEWISH FEDERATION OF CENTRAL ALABAMA INC: $500 over 1y, 0.2% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 Fo…The J K Lowder Family…Gordy-Mead-Britton Fo…Crum Family Charitabl…Alfa FoundationB Stephen Schloss Fou…The Landa FundLoeb Family Foundatio…The Daniel Foundation…The Hobbs FoundationArthur M Britton Foun…John and Joyce Caddel…
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.

How much its grantees rely on government

Each dot is one organization Samuel L Schloss Family Foundation Tr Schlossburke K Trustee funds: left to right is the share of its income from government, bottom to top the share from Samuel L Schloss Family Foundation Tr Schlossburke K Trustee. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 1%
  • Wellesley College: 1% of income from government
no gov moneyreceives it· size = income
0get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

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.

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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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home