Julien E Marx Foundation Trust
Julien E Marx Foundation Trust is a private foundation based in Mobile, Alabama. Its 2022 filing reports grants to local organizations, including the Boy Scouts of America and the University of South Alabama. The most recent filing on record is for 2022, with nothing filed since; the foundation appears to have wound down or stopped grantmaking.
Julien E Marx Foundation Trust at a glance
In short: Julien E Marx Foundation Trust gave $63K across 10 grants in 2022 (avg $6K), mostly in Alabama. 30% of 2022 grantees were new. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $63,300
- -93.5% vs 2021
- Grants made (2022)
- 10
- +233.3% vs 2021
- Average grant
- $6,330
- -98.1% vs 2021
- Median grant
- $5,000
- Total assets
- $9,961,994
- +15.2% vs 2021
- New grantees (estimate)
- 30% first-time grantees (3 of 10, 2022; small sample)
- Primary geography
- Alabama (100% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Julien E Marx Foundation Trust
- How to Apply
-
The 2022 filing stated that applicants should contact the board of directors; it specified no application materials, deadlines, or award restrictions at that time. These are historical filing details and should not be treated as current instructions.
- Contact
Application contact: Board Of Directors
Mailing address: PO Box 8242, Mobile, AL 36689
Phone: (251) 343-4000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Julien E Marx Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2022
The largest 2022 recipient was Boys Scouts of America ($20K). Together the top 9 received $59K.
Grant Size Distribution
87 grants across all recorded years
The most common grant size was under $50K: 84 grants of 87 (97%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2022 went to recipients in Alabama.
Grant Distribution by State
Share of 2022 grant dollars across all 10 itemized grants.
States
Cities
Is Julien E Marx Foundation Trust open to new grantees?
30%
first-time grantees, 2022
In 2022, 3 of 10 grantees (30%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $10K; repeat grants $5K. How we count
Medians: $5K first-time, $5K repeat.
- 10% of 2022 grantees were also funded in 2021. Method
- Giving fell 84% from 2019 to 2022. Method
- In 2022 it paid out 27% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $63K (2022) to $981K (2021). In 2022 it made 10 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys Scouts of America Mobile, AL | Support Local Programs | $20,000 |
| University of South Alabama Mobile, AL | Renovation of USA Library | $10,000 |
| Full Life Ahead Foundation Birmingham, AL | Support Local Programs | $6,000 |
| Mobile Apca Mobile, AL | Support Local Programs | $5,000 |
| Salvation Army Mobile, AL | Support Local Programs | $5,000 |
| Springhill Avenue Temple Mobile, AL | Support Local Programs | $5,000 |
| Various Local Agencies Mobile, AL | Support Local Programs | $4,300 |
| Dumas Wesley Community Center Mobile, AL | Support Local Programs | $3,000 |
| Victory Health Partners Mobile, AL | Support Local Programs | $3,000 |
| Light of the Village Prichard, AL | Support Local Programs | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2022 | $9,961,994 | $587,771 | $738,813 | $63,300 | 10 | $106,686 | — | $400,380 |
| 2021 | $8,647,560 | $340,865 | $1,555,368 | $980,938 | 3 | $1,001,571 | $80,201 | $382,157 |
| 2020 | $9,901,760 | $739,111 | $998,361 | $338,025 | 35 | — | $95,921 | $442,959 |
| 2019 | $10,195,185 | $633,535 | $1,347,304 | $402,025 | 39 | — | — | $423,584 |
Under IRS private-foundation payout rules, Julien E Marx Foundation Trust reported a distributable amount of $400K for 2022 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2022 grants included support for local programs and a University of South Alabama library renovation. The University of South Alabama describes its mission as providing risk management services for sponsoring tax-exempt entities, including employee education. Victory Health Partners describes itself as a faith-based nonprofit medical practice working to remove healthcare barriers for low-income, uninsured adults in the Gulf Coast.
Grantmaking
In 2022, the foundation reported 10 grants totaling $63,300. Grant amounts ranged from $2,000 to $20,000, with a median of $5,000. The largest grants were $20,000 to the Boy Scouts of America in Mobile for local programs and $10,000 to the University of South Alabama for renovation of its library. Other recipients included Full Life Ahead Foundation ($6,000), Mobile APCA ($5,000), Salvation Army ($5,000), Springhill Avenue Temple ($5,000), Various Local Agencies ($4,300), Dumas Wesley Community Center ($3,000), Victory Health Partners ($3,000), and Light of the Village ($2,000).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2022 filing listed these trustees: William T Youngblood William T Youn, Michael McAleer, I David Cherniak, Scott Browning, and Bobby Frost.
Julien E Marx Foundation Trust's 2022 filing lists 5 officers; none of the 5 officers listed in 2022 report compensation.
Officers on the 2022 filing
I. David Cherniak
Trustee
On filings since 2019
$12K (2019) → $0 (2022)
Michael McAleer
Trustee
On filings since 2019
$9K (2019) → $0 (2022)
Scott Browning
Trustee
On filings since 2019
$8K (2019) → $0 (2022)
Bobby Frost
Trustee
New on the 2022 filing
No compensation reported
William T. Youngblood William T. Youn
Trustee
New on the 2022 filing
No compensation reported
Former officers (2)
- Former: Earl Hollingshead (2019–2021) — Trustee
- Former: William T. Youngblood (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2020 IRS filing
The highest reported compensation on the 2020 filing was $80K, to Earl Hollingshead (Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Julien E Marx Foundation Trust
How much does Julien E Marx Foundation Trust give each year?
Julien E Marx Foundation Trust gave $63K across 10 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $981K across 3 grants.
What is Julien E Marx Foundation Trust's typical grant size?
Julien E Marx Foundation Trust's median grant in 2022 was $5,000, and its average grant was $6,330, across 10 grants on its 2022 IRS Form 990-PF. Organizations receiving their first grant from Julien E Marx Foundation Trust that year got $10K on average.
Where does Julien E Marx Foundation Trust give grants?
Julien E Marx Foundation Trust gives mostly in Alabama: 100% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mobile, AL (8 grants).
Does Julien E Marx Foundation Trust give general operating support?
Not in 2022: none of the 10 grants with a stated purpose on Julien E Marx Foundation Trust's 2022 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support Local Programs" (9 grants).
Who are Julien E Marx Foundation Trust's largest grantees?
Julien E Marx Foundation Trust's largest 2022 grantees include Boys Scouts of America ($20,000), University of South Alabama ($10,000) and Full Life Ahead Foundation ($6,000), according to its 2022 IRS Form 990-PF. Together they received 57% of its itemized 2022 grant dollars.
How large is Julien E Marx Foundation Trust?
Julien E Marx Foundation Trust reported $10.0M in total assets on its 2022 IRS Form 990-PF. It paid out $107K in qualifying distributions that year, against a required minimum of $400K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Julien E Marx Foundation Trust fund?
No mission statement for the foundation is provided. Its 2022 grants included support for local programs and a University of South Alabama library renovation. See mission & focus areas ↑
How do I apply for a grant from Julien E Marx Foundation Trust?
The 2022 filing stated that applicants should contact the board of directors; it specified no application materials, deadlines, or award restrictions at that time. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Julien E Marx Foundation Trust's EIN?
Julien E Marx Foundation Trust's EIN (Employer Identification Number) is 27-4916745. IRS Form 990 filing data is available on this page for 2019–2022.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 15, 2021)
- IRS filings on file for fiscal years 2019–2022
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Julien E Marx Foundation Trust down — hundreds of funders to go?