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Nonprofit · EIN 52-2037100

S ADAM SCHLOSS FOUNDATION INC

Tax-exempt · PIKE ROAD, AL 36064

Financials

$2.2M$163K2023$568K$332K2024$234K$304K2025
Revenue Expenses · by fiscal year end
Financials of S ADAM SCHLOSS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$234,258$304,366-$70,108$4,202,343$0$4,202,343
December 31, 2024990-PF$568,289$331,749$236,540$4,272,451$0$4,272,451
December 31, 2023990-PF$2,231,872$163,158$2,068,714$4,035,911$0$4,035,911
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$51
Dividends
$93,478
Interest
$3,186
Net gain from sales of assets
$137,543

Expenses

Grants and similar amounts paid
$247,555
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$248,946
Excise tax on investment income
$3,494

Balance sheet and other

Total assets, start of year
$4,272,451
Total assets, end of year
$4,202,343
Total liabilities, end of year
$0
Net assets, end of year
$4,202,343
Fair market value of assets
$5,292,564
Qualifying distributions
$248,946
Net investment income
$301,935

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
S ADAM SCHLOSS
1299 MILLY BRANCH RD PIKE ROAD AL, 36064, MONTGOMERY, AL 36064
PRES., TREAS. & TRUSTEE2$0
JEFFREY K GONYA ESQ
C/O VENABLE LLP 750 EAST PRATT ST, SUITE 900, BALTIMORE, MD 21202
SECRETARY0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
S ADAM SCHLOSS
1299 MILLY BRANCH RD PIKE ROAD AL, 36064, MONTGOMERY, AL 36064
PRES., TREAS. & TRUSTEE2$0
JEFFREY K GONYA ESQ
C/O VENABLE LLP 750 EAST PRATT ST, SUITE 900, BALTIMORE, MD 21202
SECRETARY0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
S ADAM SCHLOSS
1299 MILLY BRANCH RD PIKE ROAD AL, 36064, MONTGOMERY, AL 36064
PRES., TREAS. & TRUSTEE2$0
JEFFREY K GONYA ESQ
C/O VENABLE LLP 750 EAST PRATT ST, SUITE 900, BALTIMORE, MD 21202
SECRETARY0$0

Address and contacts

Address (IRS master file)
1299 MILLY BRANCH RD, PIKE ROAD, AL 36064-2344
In care of
% JEFFREY K GONYA/VENABLE LLP
Signed the 990-PF
S ADAM SCHLOSS, PRESIDENT
Phone
(334) 451-0848
Return prepared by
LUANN MABRY CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-2037100
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,202,343
Income (IRS master file)
$1,412,204

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$234,258$304,366$4,202,343XML
990-PFDecember 2024$568,289$331,749$4,272,451XML
990-PFDecember 2023$2,231,872$163,158$4,035,911XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2037100).

Questions about S ADAM SCHLOSS FOUNDATION INC

What is the EIN of S ADAM SCHLOSS FOUNDATION INC?
The employer identification number (EIN) of S ADAM SCHLOSS FOUNDATION INC is 52-2037100.
Is S ADAM SCHLOSS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to S ADAM SCHLOSS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does S ADAM SCHLOSS FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of S ADAM SCHLOSS FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did S ADAM SCHLOSS FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of S ADAM SCHLOSS FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does S ADAM SCHLOSS FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $234,258, expenses of $304,366 and total assets of $4,202,343 at year end.

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