Samuel L Schloss Family Foundation Trust
Only null% goes to programs Strong reserves Growing revenue
Samuel L Schloss Family Foundation Trust is a 501(c)(3) organization based in Montgomery, Alabama, registered in 1997, with $41,011 in FY2023 revenue. CharityIndex grades it C+.
3305 Boxwood Dr, Montgomery, AL, 36111 EIN 72-6179919 Since 1997
Revenue (FY2023)
$41K
▲ 5.5% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$1,621
Net assets
$654K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Samuel L Schloss Family Foundation Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating4840 mo reserves · +96% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Samuel L Schloss Family Foundation Trust: 4840 mo reserves · +96% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Samuel L Schloss Family Foundation Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Samuel L Schloss Family Foundation Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 3305 Boxwood Dr, Montgomery, AL, 36111
- City
- Montgomery
- State
- Alabama
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $20K (FY2013) to $41K (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $654K
Operating margin
96.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$654K
Total liabilities
$0
Net assets
$654K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $41,011▲5.5% | $1,621▼24.8% | $653,850▲6.4% | $653,850▲6.4% | 990PF |
| 2022 | $38,865▼29.3% | $2,155▼81.9% | $614,460▲6.4% | $614,460▲6.4% | 990PF |
| 2021 | $54,992▲128% | $11,912▼93.2% | $577,750▲8.1% | $577,750▲8.1% | 990PF |
| 2020 | $24,118▼46.1% | $175,705▲305% | $534,670▼12.5% | $534,670▼12.5% | 990PF |
| 2019 | $44,762▼8.6% | $43,390▲0.3% | $610,972▲0.2% | $610,972▲0.2% | 990PF |
| 2018 | $48,984▲1.4% | $43,272▲58.5% | $609,600▲0.9% | $609,600▲0.9% | 990PF |
| 2017 | $48,303▼21.2% | $27,299▼31.4% | $603,888▲3.6% | $603,888▲3.6% | 990PF |
| 2016 | $61,266▲5.7% | $39,773▼12.4% | $582,884▲3.8% | $582,884▲3.8% | 990PF |
| 2015 | $57,964▲56.3% | $45,401▲32.7% | $561,391▲2.3% | $561,391▲2.3% | 990PF |
| 2014 | $37,087▲84.3% | $34,220▲10.4% | $548,828▲0.5% | $548,828▲0.5% | 990PF |
| 2013 | $20,124 | $30,992▲3.3% | $545,961▼2.0% | $545,961▼2.0% | 990PF |
| 2012 | — | $29,988▲5.8% | $556,829▼2.6% | $556,829▼2.6% | 990PF |
| 2011 | — | $28,356 | $571,512 | $571,512 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Samuel L Schloss Family Foundation Trust a legitimate nonprofit?
- Yes. Samuel L Schloss Family Foundation Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 72-6179919, based in Montgomery, Alabama. Donations are tax-deductible.
- What is Samuel L Schloss Family Foundation Trust's EIN?
- Samuel L Schloss Family Foundation Trust's Employer Identification Number (EIN) is 72-6179919.
- How much revenue does Samuel L Schloss Family Foundation Trust report?
- Samuel L Schloss Family Foundation Trust reported $41,011 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Samuel L Schloss Family Foundation Trust have?
- CharityIndex grades Samuel L Schloss Family Foundation Trust C+, based on financial health (reserves and operating margin).
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Explore more
Data for Samuel L Schloss Family Foundation Trust (EIN 72-6179919) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.