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 2019 through 2025. As of 2025, the organization holds $772K in total assets. In 2025, it awarded 1 grant totaling $32K. Net investment income was $38K.
Key facts about Mildred W Maxwell Trust Under Will
In short: Mildred W Maxwell Trust Under Will gave $32K across 1 grant in 2025 (avg $32K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- EIN
- 63-6173095
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $31,971
- Grants made (2025)
- 1
- Average grant
- $31,971
- Median grant
- $31,971
- Total assets
- $772,290
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$772K
-0.9% YoY
Annual Giving
$32K
+6.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$32K
+6.6% YoY
Under IRS private-foundation payout rules, Mildred W Maxwell Trust Under Will reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
How Mildred W Maxwell Trust Under Will gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $30K (2019) to $32K (2025). In 2025 it made 1 grant totaling $32K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of NC ($32K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of NC Chapel Hill, NC | Educational | $31,971 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $772,290 | $779,308 | $762,766 |
| Revenue | $42,928 | $63,680 | $44,702 |
| Expenses | $49,939 | $47,136 | $45,975 |
| Qualifying Distributions | $43,538 | $40,823 | $40,927 |
| Net Investment Income | $37,725 | $63,184 | $39,717 |
| Distributable Amount | $44,149 | $43,314 | $41,505 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
Leadership & Key People
Officers and directors from IRS filings
Mildred W Maxwell Trust Under Will's only listed officer is Regions Private Wealth Management, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Regions Private Wealth Management
Trustee
On filings since 2019
5 hrs/week
$12K (2019) → $13K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $13K, to Regions Private Wealth Management (Trustee).
Frequently asked questions about Mildred W Maxwell Trust Under Will
How much does Mildred W Maxwell Trust Under Will give each year?
Mildred W Maxwell Trust Under Will gave $32K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 1 grant.
How large is Mildred W Maxwell Trust Under Will?
Mildred W Maxwell Trust Under Will reported $772K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $44K (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.
Where does Mildred W Maxwell Trust Under Will operate?
Mildred W Maxwell Trust Under Will has awarded grants in North Carolina.
What is Mildred W Maxwell Trust Under Will's EIN?
Mildred W Maxwell Trust Under Will's EIN (Employer Identification Number) is 63-6173095. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Mildred W Maxwell Trust Under Will by hand.
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