Alma B Maxwell Trust Under Will

MONTGOMERY, AL EIN: 63-6174006

Alma B Maxwell Trust Under Will is a private foundation, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $900K in total assets. In 2024, it awarded 1 grants totaling $35K. Net investment income was $69K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$900K

+2.5% YoY

Annual Giving

$35K

-2.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$35K

-2.5% YoY

About Alma B Maxwell Trust Under Will

Based on IRS filings

Alma B Maxwell Trust Under Will is a private foundation, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $900K in total assets. In 2024, it awarded 1 grants totaling $35K. Net investment income was $69K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Birmingham

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$49K$74K$98K20202021202220232024
Metric202420232022
Total Assets$900,075$878,359$886,070
Revenue$75,016$47,481$89,357
Expenses$53,297$55,200$58,737
Qualifying Distributions$47,462$48,002$51,734
Net Investment Income$69,182$41,805$83,620
Distributable Amount$48,898$47,013$48,308

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$29K$39K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UNIVERSITY OF ALABAMA AT…$35K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REGIONS PRIVATE WEAL…TRUSTEE$15K

From 2024 filing

NameTitleHoursCompensation
REGIONS PRIVATE WEALTH MGTTRUSTEE5$15,019

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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