Julien E Marx Foundation Trust

MOBILE, AL EIN: 27-4916745

Julien E Marx Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. IRS filing data is available from 2019 through 2022. As of 2022, the organization holds $10.0M in total assets. In 2022, it awarded 10 grants totaling $63K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

$10.0M

+15.2% YoY

Annual Giving

$63K

-93.5% YoY

Grant Count

10

+233.3% YoY

Avg Grant Size

$6K

-98.1% YoY

About Julien E Marx Foundation Trust

Based on IRS filings

Julien E Marx Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. IRS filing data is available from 2019 through 2022. As of 2022, the organization holds $10.0M in total assets. In 2022, it awarded 10 grants totaling $63K.

Ready to take the next step with Julien E Marx Foundation Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Bay MinetteBayou La BatreBirminghamElbertaGulf ShoresHope HullLoxleyMobileNotasulgaPrichardSpanish FortSummerdaleTheodoreTibbie

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$428K$855K$1M$2M2019202020212022
Metric202220212020
Total Assets$9,961,994$8,647,560$9,901,760
Revenue$587,771$340,865$739,111
Expenses$738,813$1,555,368$998,361
Qualifying Distributions$106,686$1,001,571
Net Investment Income$80,201$95,921
Distributable Amount$400,380$382,157$442,959

Giving Over Time

Total grant dollars and number of grants per year

$0$245K$490K$736K$981K39 grants201935 grants20203 grants202110 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2022

BOYS SCOUTS OF AMERICA$20KUNIVERSITY OF SOUTH ALAB…$10KFULL LIFE AHEAD FOUNDATION$6KMOBILE APCA$5KSALVATION ARMY$5KSPRINGHILL AVENUE TEMPLE$5KVARIOUS LOCAL AGENCIES$4KDUMAS WESLEY COMMUNITY C…$3KVICTORY HEALTH PARTNERS$3KLIGHT OF THE VILLAGE$2K

Grant Size Distribution

87 grants across all recorded years

84<$50K$50–100K1$100–250K1$250–500K1$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 2022 IRS filing

From 2022 filing

NameTitleHoursCompensation
WILLIAM T YOUNGBLOOD WILLIAM T YOUNTRUSTEE
MICHAEL MCALEERTRUSTEE
I DAVID CHERNIAKTRUSTEE
SCOTT BROWNINGTRUSTEE
BOBBY FROSTTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

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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