Horace R Maxwell Trust
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.
Key facts about Horace R Maxwell Trust
- EIN
- 59-6122536
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $386,903
- Grants made (2024)
- 16
- Average grant
- $24,181
- Median grant
- $13,559
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Horace R Maxwell Trust funds
By grant dollars, the top recipient states for Horace R Maxwell Trust's 16 itemized 2024 grants were Florida (100%). The most frequent recipient cities were Jacksonville, FL (16 grants). 100% of grants with a stated purpose were for general or operating support.
How Horace R Maxwell Trust gives
- Giving grew 1149% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Horace R Maxwell Trust
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$387K
+1834.5% YoY
Grant Count
16
+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
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.
Ready to take the next step with Horace R Maxwell Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 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 recipients include Hope Haven Association ($386,903 across 16 grants).
| Recipient | Purpose | Amount |
|---|---|---|
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $122,126 |
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $77,827 |
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $37,792 |
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $20,843 |
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $19,518 |
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $19,494 |
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $15,000 |
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $13,788 |
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $13,329 |
| HOPE HAVEN ASSOCIATION Jacksonville, FL | GENERAL OPERATING | $10,543 |
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.
What is Horace R Maxwell Trust's EIN?
Horace R Maxwell Trust's EIN (Employer Identification Number) is 59-6122536. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.