2025-09-10T12:02:40-05:00 2024-12-31 582098191 LUANN MABRY CPA 4542 FIRESTONE DR SE MARIETTA GA 30067 990PF 2024-01-01 522037100 THE S ADAM SCHLOSS FOUNDATION INC C/O S ADAM SCHLOSS PRESIDENT SADA 3344510848 1299 MILLY BRANCH RD PIKE ROAD AL 36064 S ADAM SCHLOSS PRESIDENT 3344510848 2025-08-18 1 1 LUANN MABRY CPA P00042385 6784190640 X 2024 2025-03-06 01:10:19Z X 5005132 X 354821 4874 4874 87772 87772 120822 794241 120822 568289 213468 0 0 0 1205 602 603 31864 2529 0 48375 48375 0 81444 51506 603 250305 250305 331749 51506 250908 236540 161962 235290 147275 147275 3800621 3831025 4583183 0 294151 274674 4035911 4272451 5005132 0 0 X 0 0 0 0 4035911 4272451 4035911 4272451 4035911 4272451 4035911 236540 0 4272451 0 4272451 MSTANLEY #034649--SEE ATTACHED 223570 225559 -1989 -1989 MSTANLEY #034649--SEE ATTACHED 559044 447860 111184 111184 CAPITAL GAINS DIVIDENDS P 11627 11627 11627 120822 2251 0 2251 0 2251 1200 0 3462 0 4662 X 2 2409 2409 0 0 0 0 0 0 0 0 0 0 0 1 1 MD AL 1 0 1 0 0 1 N/A S ADAM SCHLOSS 3344510848 1299 MILLY BRANCH RD PIKE ROAD AL 36064 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 S ADAM SCHLOSS 1299 MILLY BRANCH RD PIKE ROAD AL 36064 MONTGOMERY AL 36064 PRES., TREAS. & TRUSTEE 2.00 0 0 0 JEFFREY K GONYA ESQ C/O VENABLE LLP 750 EAST PRATT ST SUITE 900 BALTIMORE MD 21202 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 4580119 203358 0 4783477 0 0 4783477 71752 4711725 235586 235586 2251 2251 233335 0 233335 0 233335 250908 0 2582 253490 233335 17975 0 0 253490 17975 0 0 233335 2180 0 0 2180 0 0 0 0 0 0 0 2180 2180 S ADAM SCHLOSS X ALABAMA DANCE THEATRE 1018 MADISON AVE MONTGOMERY AL 36111 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 ALABAMA KIDNEY FOUNDATION 265 RIVERCHASE PEKWY EAST STE 104 HOOVER AL 35244 NONE PC 501 (C)(3) EXEMPT PURPOSES 1000 ALABAMA PUBLIC TV 2112 11TH AVE SOUTH BIRMINGHAM AL 35205 NONE PC 501 (C)(3) EXEMPT PURPOSES 20000 ALABAMA SHAKESPEARE FESTIVAL 1 FESTIVAL DR MONTGOMERY AL 36117 NONE PC 501 (C)(3) EXEMPT PURPOSES 25000 ALABAMA SYMPHONY ORCHESTRA 3621 SIXTH AVENUE SOUTH BIRMINGHAM AL 35222 NONE PC 501 (C)(3) EXEMPT PURPOSES 20000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PC 501 (C)(3) EXEMPT PURPOSES 10000 BOY SCOUTS OF AMERICA-TUKABATCHEE COUNCIL 3067 CARTER HILL RD MONTGOMERY AL 36111 NONE PC 501 (C)(3) EXEMPT PURPOSES 5000 BOYS & GIRLS CLUBS OF THE RIVER REGION PO BOX 234 MONTGOMERY AL 36101 NONE PC 501 (C)(3) EXEMPT PURPOSES 10000 CAPRI COMMUNITY FILM SOCIETY 1045 EAST FAIRVIEW AVE MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 750 CHILD PROTECT 935 S PERRY ST MONTGOMERY AL 36104 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 CHILDREN'S HOSPITAL OF ALABAMA PO BOX 55431 BIRMINGHAM AL 35255 NONE PC 501 (C)(3) EXEMPT PURPOSES 5000 CLOVERDALE PLAYHOUSE 960 CLOVERDALE RD MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 1000 HEART OF ALABAMA FOOD BANK 521 TRADE CENTER ST MONTGOMERY AL 36108 NONE PC 501 (C)(3) EXEMPT PURPOSES 10000 HUNTINGDON COLLEGE 1500 E FAIRVIEW AVE MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 JACKSON HOSPITAL FOUNDATION 1725 PINE ST MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 JOHN KNOX MANOR INC II 4401 NARROW LN MONTGOMERY AL 36116 NONE PC 501 (C)(3) EXEMPT PURPOSES 5000 JOY TO LIFE FOUNDATION 2350 FAIRLANE DR SUITE 130 MONTGOMERY AL 36116 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 MD ANDERSON CANCER CENTER UNIT 705 PO BOX 301439 HOUSTON TX 77230 NONE PC 501 (C)(3) EXEMPT PURPOSES 1000 MEDICAL OUTREACH MINISTRIES 5741 CARMICHAEL PKWY MONTGOMERY AL 36117 NONE PC 501 (C)(3) EXEMPT PURPOSES 1000 MEMORIAL SLOAN KETTERING 1275 YORK AVE NEW YORK NY 10065 NONE PC 501 (C)(3) EXEMPT PURPOSES 1000 MONTGOMERY AREA COUNCIL ON AGING 115 E JEFFERSON ST MONTGOMERY AL 36104 NONE PC 501 (C)(3) EXEMPT PURPOSES 5000 MONTGOMERY AREA NONTRADITIONAL EQUESTRIANS 3699 WALLAHATCHIE RD PIKE RD AL 36064 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 MONTGOMERY COUNTY HISTORICAL SOCIETY PO BOX 1829 MONTGOMERY AL 36102 NONE PC 501 (C)(3) EXEMPT PURPOSES 500 MONTGOMERY HUMANE SOCIETY 1150 JOHN OVERTON DR MONTGOMERY AL 36110 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 MONTGOMERY MUSEUM OF FINE ARTS ONE MUSEUM DR MONTGOMERY AL 36123 NONE PC 501 (C)(3) EXEMPT PURPOSES 10000 MONTGOMERY SYMPHONY ORCHESTRA PO BOX 1864 MONTGOMERY AL 36102 NONE PC 501 (C)(3) EXEMPT PURPOSES 10000 NATIONAL PARK FOUNDATION 1500 K STREET NW STE 700 WASHINGTON DC 20005 NONE PC 501 (C)(3) EXEMPT PURPOSES 1000 OZANAM CHARITABLE PHARMACY 109 S CEDAR ST MOBILE AL 36602 NONE PC 501 (C)(3) EXEMPT PURPOSES 1000 PIKE ROAD VOLUNTEER FIRE DEPT 3427 COUNTY ROAD 83 PIKE RD AL 36064 NONE PC 501 (C)(3) EXEMPT PURPOSES 55 RIVER REGION UNITED WAY PO BOX 390 MONTGOMERY AL 36101 NONE PC 501 (C)(3) EXEMPT PURPOSES 15000 SERVICE DOGS OF ALABAMA 8365 MOBILE HWY HOPE HULL AL 36043 NONE PC 501 (C)(3) EXEMPT PURPOSES 1000 TEMPLE BETH OR--KAHL MONTGOMERY 2246 NARROW LANE RD MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 5000 THE MONTGOMERY ACADEMY 3240 VAUGHN RD MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 3000 THE SAMARITAN COUNSELING CENTER 2911 ZELDA RD MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 TROY PUBLIC RADIO TROY UNIVERSITY TROY AL 36082 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 UNIVERSITY OF VIRGINIA PO BOX 400807 CHARLOTTESVILLE VA 22904 NONE PC 501 (C)(3) EXEMPT PURPOSES 3000 VANDERBILT UNIVERSITY 2301 VANDERBILT PL PMB 407727 NASHVILLE TN 37240 NONE PC 501 (C)(3) EXEMPT PURPOSES 3000 GADSDEN STATE CARDINAL FDN 405 E CARDINAL DR GADSDEN AL 35903 NONE PC 501 (C)(3) EXEMPT PURPOSES 10000 VOICES FOR ALABAMAS CHILDREN PO BOX 4576 MONTGOMERY AL 36103 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 FAMILY GUIDANCE CENTER 2358 FAIRLANE DRIVE MONTGOMERY AL 36116 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 FAMILY SUNSHINE CENTER PO BOX 5160 MONTGOMERY AL 36103 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 YMCA OF GREATER MONTGOMERY PO BOX 2336 MONTGOMERY AL 36102 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 MONTGOMERY CHAMBER MUSIC ORGANIZATION PO BOX 6454 MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 1000 RESPITE FOR ALL FDN PO BOX 6178 MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 VALIANT CROSS ACADEMY 301 DEXTER AVE MONTGOMERY AL 36104 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 CENTRAL ALABAMA COMMUNITY FDN 114 CHURCH ST MONTGOMERY AL 36104 NONE PC 501 (C)(3) EXEMPT PURPOSES 10000 LANDMARKS FDN OF MONTGOMERY 301 COLUMBUS ST MONTGOMERY AL 36104 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 UNIV SOUTHERN CALIFORNIA SHOAH FDN 650 W 35TH ST 401 LOS ANGELES CA 90089 NONE PC 501 (C)(3) EXEMPT PURPOSES 5000 CANCER WELLNESS FDN OF CENTRAL 4145 CARMICHAEL RD MONTGOMERY AL 36106 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 FRIENDSHIP MISSION PO BOX 230115 MONTGOMERY AL 36123 NONE PC 501 (C)(3) EXEMPT PURPOSES 10000 UTD METHODIST CHILDREN'S HOME-EMBRACE ALABAMA KIDS 500 OFFICE PARK DR 220 BIRMINGHAM AL 35223 NONE PC 501 (C)(3) EXEMPT PURPOSES 2000 RONALD MCDONALD HOUSE CHARITIES 1700 4TH AVE SOUTH BIRMINGHAM AL 35233 NONE PC 501 (C)(3) EXEMPT PURPOSES 5000 250305 0 14 4874 14 87772 18 120822 0 213468 0 213468 0 0 0 0 0 0 0 0 0 0 X X 1 SAMUEL L SCHLOSS FAMILY FOUNDATION TRUST 3305 BOXWOOD DR MONTGOMERY AL 36111 354821 X X 1 334 SHS SOUTHERN CO COMMON STOCK 28160 2024-12-09 1 AMERICAN FUNDS EURO PACIFIC FUND (AEGPX);194.753 SHS 11407 2024-12-12 1 AMERICAN FUNDS GROWTH FUND OF AMER (AGTHX); 808.255 SHS 67788 2024-12-12 1 AMERICAN FUNDS INCOME FD OF AMER (AMECX); 2903.364 SHS 75226 2024-12-12 1 AMERICAN FUNDS WASHINGTON MUTUAL FD (AWSHX); 1715.400 SHS 111570 2024-12-12 FORM 990PF PREPARATION 1205 602 603 SECURITIES IN MORGAN STANLEY ACCT#034649 3831025 4583183 SOUTHERN CO FMV 28160 27495 AMER FD EUROPACIFIC FD FMV 11407 10462 AMER FD GROWTH FD FMV 67788 60183 AMER FD INCOME FD FMV 75226 70900 AMER FD WASHINGTON MUT FD FMV 111570 105634 BROKER FEES & INVESTMENT EXPENSE 48375 48375 0 SAMUEL L SCHLOSS FAMILY FOUNDATION TRUST 3305 BOXWOOD DR MONTOMGERY AL 36111 FEDERAL EXCISE TAX 29335 0 0 FOREIGN TAXES W/H 2529 2529 0