Mildred W Maxwell Trust Under Will
Mildred W Maxwell Trust Under Will is a private foundation, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $779K in total assets. In 2024, it awarded 1 grants totaling $30K. Net investment income was $63K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$779K
+2.2% YoY
Annual Giving
$30K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$30K
+0.0% YoY
About Mildred W Maxwell Trust Under Will
Based on IRS filings
Mildred W Maxwell Trust Under Will is a private foundation, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $779K in total assets. In 2024, it awarded 1 grants totaling $30K. Net investment income was $63K.
Ready to take the next step with Mildred W Maxwell Trust Under Will?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $779,308 | $762,766 | $764,033 |
| Revenue | $63,680 | $44,702 | $62,829 |
| Expenses | $47,136 | $45,975 | $46,994 |
| Qualifying Distributions | $40,823 | $40,927 | $40,737 |
| Net Investment Income | $63,184 | $39,717 | $57,735 |
| Distributable Amount | $43,314 | $41,505 | $42,651 |
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
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MANAGEMENT | TRUSTEE | 5 | $13,350 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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