2025-09-10T12:14:21-05:00 2024-12-31 582098191 LUANN MABRY CPA 4542 FIRESTONE DR SE MARIETTA GA 30067 990PF 2024-01-01 726179919 SAMUEL L SCHLOSS FAMILY FOUNDATION TR SCHLOSSBURKE K TRUSTEE SAMU 3342624674 3305 BOXWOOD DRIVE MONTGOMERY AL 36111 BURKE K SCHLOSS TRUSTEE 3342624674 2025-09-10 1 0 LUANN MABRY CPA P00042385 6784190640 X 2024 2025-03-06 01:10:19Z X 114 X X 35 35 22224 22224 18252 18252 18252 40511 40511 0 0 0 2288 0 2288 680 71 0 86 86 0 3054 157 2288 80000 80000 83054 157 82288 -42543 40354 18424 114 114 216605 22545 0 0 396276 0 0 653850 114 114 0 0 X 0 0 0 0 653850 114 653850 114 653850 114 653850 -42543 0 611307 611193 114 CAPITAL GAINS DIVIDENDS P 18252 18252 18252 18252 561 0 561 0 561 600 0 0 0 600 0 39 0 39 0 0 0 0 0 0 0 1 0 1 1 1 AL 1 0 0 0 0 1 N/A BURKE K SCHLOSS 3342624674 3305 BOXWOOD DRIVE MONTGOMERY AL 36111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BURKE K SCHLOSS 3305 BOXWOOD DRIVE MONTGOMERY AL 36111 TRUSTEE 0.00 0 0 0 B STEPHEN SCHLOSS 3572 THOMAS AVE MONTGOMERY AL 36111 TRUSTEE 0.00 0 0 0 ALYCE S BUTNER 3415 KNOLLWOOD DR ATLANTA GA 30305 TRUSTEE 0.00 0 0 0 S ADAM SCHLOSS 1299 MILLY BRANCH RD PIKE ROAD AL 36064 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 789537 239286 0 1028823 0 0 1028823 15432 1013391 50670 50670 561 561 50109 0 50109 0 50109 82288 0 82288 50109 24434 0 0 82288 24434 0 0 50109 7745 0 0 7745 0 0 0 0 0 0 0 7745 7745 BURKE K SCHLOSS X HEART OF ALABAMA FOOD BANK 521 TRADE CENTER ST MONTGOMERY AL 36108 NONE PC 501(C)(3) EXEMPT PURPOSES 30000 MONTGOMERY SYMPHONY ORCHESTRA PO BOX 1864 MONTGOMERY AL 36102 NONE PC 501(C)(3) EXEMPT PURPOSES 10000 TEMPLE BETH OR--KAHL MONTGOMERY 2246 NARROW LANE RD MONTGOMERY AL 36106 NONE PC 501(C)(3) EXEMPT PURPOSES 30000 JOHN KNOX MANOR 4401 NARROW LANE MONTGOMERY AL 36116 NONE PC 501(C)(3) EXEMPT PURPOSES 10000 80000 0 14 35 14 22224 14 18252 0 40511 0 40511 0 0 0 0 0 0 0 0 0 0 PREPARATION OF FORM 990PF 2288 0 2288 THE S ADAM SCHLOSS FOUNDATION INC EIN 52-2037100 1299 MILLY BRANCH RD PIKE ROAD AL 36064 SEE DETAILS ATTACHED AT EXHIBIT B-1. 354821 THE BUTNER FAMILY FOUNDATION EIN 58-6369446 3415 KNOLLWOOD DR NW ATLANTA GA 30305 SEE DETAILS ATTACHED AT EXHIBIT B-1. 357866 B STEPHEN SCHLOSS FOUNDATION EIN 72-1373393 3572 THOMAS AVE MONTOMGERY AL 36111 SEE DETAILS ATTACHED AT EXHIBIT B-1. 357860 THE BOWDEN LAW FIRM LLC PTIN #P00558455 191 PEACHTREE ST 2525 ATLANTA GA 30303 CASH PAID FOR PROFESSIONAL SERVICES IN CONNECTION WITH PLAN FOR CESSATION OF ACTIVITY AND TRANSFER OF ASSETS. 2365 LUANN MABRY CPA EIN 58-2098191 4542 FIRESTONE DR MARIETTA GA 30067 CASH FOR PROFESSIONAL SERVICES IN CONNECTION WITH PLAN FOR CESSATION OF ACTIVITY AND TRANSFER OF ASSETS. 2000 ON NOVEMBER 30, 2024 THE BOARD OF TRUSTEES ADOPTED A RESOLUTION (COPY IS ATTACHED) TO TRANSFER ITS ASSETS TO QUALIFYING 501(C)(3) PRIVATE FOUNDATIONS AND TO CEASE ACTIVITY OF THE SAMUEL L. SCHLOSS FAMILY FOUNDATION TRUST. SEE ATTACHED EXHIBITS B AND B-1. BOOK VALUE OF ASSETS DISTRIB. IN PLAN OF DISSOLUTION --SEE STMT. 7 & 8 611193 INVESTMENT EXPENSES 86 86 0 FOREIGN TAXES W/H 71 71 0 EXCISE TAXES (REFUND) ON INVESTMENT INCOME 609 0 0