Julien E Marx Foundation Trust
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
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.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
Grant Size Distribution
87 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Boys Scouts of America ($20,000), University of South Alabama ($10,000), Full Life Ahead Foundation ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FULL LIFE AHEAD FOUNDATION BIRMINGHAM, AL | SUPPORT LOCAL PROGRAMS | $6,000 |
| UNIVERSITY OF SOUTH ALABAMA MOBILE, AL | RENOVATION OF USA LIBRARY | $10,000 |
| BOYS SCOUTS OF AMERICA MOBILE, AL | SUPPORT LOCAL PROGRAMS | $20,000 |
| VARIOUS LOCAL AGENCIES MOBILE, AL | SUPPORT LOCAL PROGRAMS | $4,300 |
| DUMAS WESLEY COMMUNITY CENTER MOBILE, AL | SUPPORT LOCAL PROGRAMS | $3,000 |
| LIGHT OF THE VILLAGE PRICHARD, AL | SUPPORT LOCAL PROGRAMS | $2,000 |
| 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 |
| VICTORY HEALTH PARTNERS MOBILE, AL | SUPPORT LOCAL PROGRAMS | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM T YOUNGBLOOD WILLIAM T YOUN | TRUSTEE | — | — |
| MICHAEL MCALEER | TRUSTEE | — | — |
| I DAVID CHERNIAK | TRUSTEE | — | — |
| SCOTT BROWNING | TRUSTEE | — | — |
| BOBBY FROST | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Julien E Marx Foundation Trust?
Julien E Marx Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. It holds $10.0M in total assets as of 2022.
How large is Julien E Marx Foundation Trust?
As of 2022, Julien E Marx Foundation Trust holds $10.0M in total assets with $588K in annual revenue. It awarded 10 grants totaling $63K in 2022.
Where does Julien E Marx Foundation Trust operate?
Julien E Marx Foundation Trust has awarded grants in Alabama.
What size grants does Julien E Marx Foundation Trust award?
In 2022, Julien E Marx Foundation Trust awarded 10 grants totaling $63K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Julien E Marx Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Julien E Marx Foundation Trust reported a distributable amount of $400K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Julien E Marx Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.