Sam Kerlin Family Scholarship Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Sam Kerlin Family Scholarship Trust. Data shown is extracted from Form 990-PF filings.

EIN: 81-0654051

Foundation Overview

Based in Birmingham, AL, Sam Kerlin Family Scholarship Trust has awarded 24 grants totaling $118,779 to organizations in Indiana. Individual grants range from $4,000 to $8,978, with a median award of $5,000.

Latest Tax Year
2024
Total Giving (all years)
$118,779
Total Assets
$283,222
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
3
Median Grant
$4,167
% Median Grant Decline
-17% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Indiana

100% of all grants are concentrated in Indiana, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Indiana, funding concentrates in Huntington (29%), Indianapolis (25%), West Lafayette (17%).

Funding Trajectory
-4%

Stable funding levels with 4% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Education

Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Sam Kerlin Family Scholarship Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Purdue University $4,167 West Lafayette, IN, US Scholarships 2024
Huntington University $4,167 Huntington, IN, US Scholarships 2024
Indiana University $4,167 Bloomington, IN, US Scholarships 2024
Iupui $5,000 Indianapolis, IN, US Scholarships 2023
Huntington University $5,000 Huntington, IN, US Scholarships 2023
Vincennes University $5,000 Vincennes, IN, US Scholarships 2023
Iupui $5,000 Indianapolis, IN, US Scholarships 2023
Huntington University $5,000 Huntington, IN, US Scholarships 2023
Vincennes University $5,000 Vincennes, IN, US Scholarships 2023
Iupui $5,000 Indianapolis, IN, US Scholarships 2023
Huntington University $5,000 Huntington, IN, US Scholarships 2023
Vincennes University $5,000 Vincennes, IN, US Scholarships 2023
Iupui $5,000 Indianapolis, IN, US Scholarships 2023
Huntington University $5,000 Huntington, IN, US Scholarships 2023
Vincennes University $5,000 Vincennes, IN, US Scholarships 2023
Purdue University $5,000 West Lafayette, IN, US Scholarships 2022
Iupui $4,150 Indianapolis, IN, US Scholarships 2022
Huntington University $4,150 Huntington, IN, US Scholarships 2022
Ball State University $4,000 Muncie, IN, US Scholarships 2021
Purdue University $6,000 West Lafayette, IN, US Scholarships 2021
Iupui $5,000 Indianapolis, IN, US Scholarships 2021
Huntington University $5,000 Huntington, IN, US Scholarships 2021
Ball State University $4,000 Muncie, IN, US Scholarships 2020
Purdue University $8,978 West Lafayette, IN, US Scholarships 2020

Foundations Similar to Sam Kerlin Family Scholarship Trust

Discover 5 foundations with comparable assets ($268,630-$291,127), similar grant patterns, and geographic focus in AL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 37-6029071 | 22 grants awarded
$289,193
(≈ Similar)
$4,652
median grant
Birmingham, AL
Same state
99%
Excellent match

EIN: 45-2693901 | 225 grants awarded
$276,065
(≈ Similar)
$5,000
median grant
Birmingham, AL
Same state
99%
Excellent match

EIN: 81-4870490 | 3 grants awarded
$291,127
(≈ Similar)
$10,000
median grant
Birmingham, AL
Same state
99%
Excellent match

EIN: 63-0866981 | 16 grants awarded
$272,610
(≈ Similar)
$6,000
median grant
Birmingham, AL
Same state
98%
Excellent match

EIN: 82-2844875 | 21 grants awarded
$268,630
(≈ Similar)
$5,000
median grant
Birmingham, AL
Same state
97%
Excellent match

Contact Information

Official contact details for Sam Kerlin Family Scholarship Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 81-0654051
Website N/A
Address PO BOX 11647 Birmingham, AL 35202-1647

Key People (1)

Board members, trustees, and key staff who oversee Sam Kerlin Family Scholarship Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Regions Bank

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Sam Kerlin Family Scholarship Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.