Horace R Maxwell Trust

JACKSONVILLE, FL EIN: 59-6122536

Horace R Maxwell Trust is a private foundation, based in JACKSONVILLE, FL. IRS filing data is available from 2021 through 2024. In 2024, it awarded 16 grants totaling $387K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$387K

+1834.5% YoY

Grant Count

+1500.0% YoY

Avg Grant Size

$24K

+20.9% YoY

Under IRS private-foundation payout rules, Horace R Maxwell Trust reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Horace R Maxwell Trust

Based on IRS filings

Ready to take the next step with Horace R Maxwell Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $459K (100%)

States

Florida

Cities

Jacksonville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	—	$383,211	$404,670
Revenue	$9,417	$5,245	$14,516
Expenses	$393,117	$26,094	$23,892
Qualifying Distributions	$392,251	$25,069	$22,735
Net Investment Income	$8,686	$8,387	$5,714
Distributable Amount	$10,358	$21,370	$22,798

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

19 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hope Haven Association ($122,126), Hope Haven Association ($77,827), Hope Haven Association ($37,792).

Recipient	Purpose	Amount
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$15,000
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$5,000
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$122,126
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$8,187
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$10,543
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$20,843
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$9,691
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$77,827
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$13,788
HOPE HAVEN ASSOCIATION JACKSONVILLE, FL	GENERAL OPERATING	$13,329

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

Where does Horace R Maxwell Trust operate?

Horace R Maxwell Trust has awarded grants in Florida.

What size grants does Horace R Maxwell Trust award?

In 2024, Horace R Maxwell Trust awarded 16 grants totaling $387K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Horace R Maxwell Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Horace R Maxwell Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.