B Stephen Schloss Foundation FY2020 filing

Tax-deductible

Montgomery, AL501(c)(3)Foundations & GrantmakersEIN 72-1373393Revenue −$9K in FY2020

On file with the IRS3572 Thomas Ave, 36111-1432 · Montgomery, ALTax-exempt since Sep 1999Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average surplus $45K a year · 55% of revenue · last 6 filings
Worth a look: a surplus in 1 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
5 mo
of spending, in cash
Looks good: 4.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
−$9K
Spent
$44K
Net assets
$113K
By yearFY2020–FY2025
Revenue
−$9K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020−$9K
FY2021$7K
FY2022$17K
FY2023$68K
FY2024$375K
FY2025$37K
Expenses
$44K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$44K
FY2021$19K
FY2022$20K
FY2023$68K
FY2024$35K
FY2025$40K
Net assets
$113K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$113K
FY2021$102K
FY2022$99K
FY2023$98K
FY2024$439K
FY2025$437K

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 98% · $43K Operating & administrative 2% · $861

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See B Stephen Schloss Foundation executive salaries →

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Programs and updates

A private foundation based in Montgomery, AL.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 23 grants · $36K · 2025–2025
Temple Beth Orkahl MontgomeryFY2025$10,200
Boy Scouts of America Tukabatchee Area CouncilFY2025$4,500
Jewish Federation of Central AlaFY2025$3,000
Whitefish Community FdnFY2025$2,600
Tunnel to Towers FoundationFY2025$2,500
Logan Health FoundationFY2025$2,000
Individual RecipientFY2025$1,000
Valiant Cross AcademyFY2025$1,000
Montgomery Area Council on AgingFY2025$1,000
Medical Outreach MinistriesFY2025$1,000
Hope Inspired MinistriesFY2025$1,000
Hillsdale CollegeFY2025$1,000
Family Sunshine CenterFY2025$1,000
Individual RecipientFY2025$1,000
Boys & Girls Clubs of the River RegionFY2025$1,000
US Ski & Snowboard FoundationFY2025$500
Folds of HonorFY2025$500
Humane Society of Elmore CountyFY2025$250
See all 23 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$2K
Median grantPart XV$1K
Largest grantPart XV$10K

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
−$9K
Money out
$44K
Grants paid$43K
Running costs$861
Owns and owes
$113K
net assets
Cash and savings$17K
Total assets$113K
Liabilities$0
2In more detail
Revenue in detail
Total revenue−$9K
Assets in detailEnd of year
Cash and savings together$17K
Total assets$113K
Liabilities$0
Net assets$113K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $37K$40K−$3K$437K 990 PDF
FY2024 $375K$35K$341K$439K 990 PDF
FY2023 $68K$68K−$412$98K 990 PDF
FY2022 $17K$20K−$3K$99K 990 PDF
FY2021 $7K$19K−$11K$102K 990 PDF
FY2020 Viewing −$9K$44K−$53K$113K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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