W Maxwell Thomas MD Charitable Trust
W Maxwell Thomas MD Charitable Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 5 grants totaling $180K. Net investment income was $136K.
Key facts about W Maxwell Thomas MD Charitable Trust
In short: W Maxwell Thomas MD Charitable Trust gave $180K across 5 grants in 2025 (avg $36K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 61-6703462
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $179,998
- Grants made (2025)
- 5
- Average grant
- $36,000
- Median grant
- $44,174
- Total assets
- $2,796,238
- Primary geography
- Texas (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
$2.8M
-2.3% YoY
Annual Giving
$180K
+4.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$36K
+4.0% YoY
Under IRS private-foundation payout rules, W Maxwell Thomas MD Charitable Trust reported a distributable amount of $168K for 2025 — the minimum it must pay out in qualifying distributions.
How W Maxwell Thomas MD Charitable Trust gives
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). 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 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $173K (2024) to $180K (2025). In 2025 it made 5 grants totaling $180K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was University Park Public Library ($44K). Together the top 5 received $180K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University Park Public Library University Park, TX | General Operating | $44,174 |
| Catch up Read Inc Dallas, TX | General Operating | $44,174 |
| Highland Park ISD Education Foundation Dallas, TX | General Operating | $44,174 |
| Texas Scottish Rite Hospital Dallas, TX | General Operating | $44,174 |
| Highland Park Presbyterian Church Dallas, TX | General Operating | $3,302 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $2,796,238 | $2,860,616 |
| Revenue | $180,066 | $3,589,162 |
| Expenses | $243,376 | $208,846 |
| Qualifying Distributions | $190,974 | $178,890 |
| Net Investment Income | $136,160 | $308,963 |
| Distributable Amount | $167,972 | $164,575 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS November 4, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Leadership & Key People
Officers and directors from IRS filings
W Maxwell Thomas MD Charitable Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Benjamin Charles Biddle
Co-Trustee
On filings since 2024
1 hr/week
$2K (2024) → $2K (2025)
Lisa Gentleman Hogg
Co-Trustee
On filings since 2024
1 hr/week
$2K (2024) → $2K (2025)
Regions Bank
Trustee
On filings since 2024
1 hr/week
$24K (2024) → $43K (2025)
Data from IRS Form 990 filings, 2024–2025. "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 $43K, to Regions Bank (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about W Maxwell Thomas MD Charitable Trust
How much does W Maxwell Thomas MD Charitable Trust give each year?
W Maxwell Thomas MD Charitable Trust gave $180K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $173K across 5 grants.
What is W Maxwell Thomas MD Charitable Trust's typical grant size?
W Maxwell Thomas MD Charitable Trust's median grant in 2025 was $44,174, and its average grant was $36,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does W Maxwell Thomas MD Charitable Trust give grants?
W Maxwell Thomas MD Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Dallas, TX (4 grants).
Does W Maxwell Thomas MD Charitable Trust give general operating support?
Yes: 100% of W Maxwell Thomas MD Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are W Maxwell Thomas MD Charitable Trust's largest grantees?
W Maxwell Thomas MD Charitable Trust's largest 2025 grantees include University Park Public Library ($44,174), Catch up Read Inc ($44,174) and Highland Park ISD Education Foundation ($44,174), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is W Maxwell Thomas MD Charitable Trust?
W Maxwell Thomas MD Charitable Trust reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $191K in qualifying distributions that year, against a required minimum of $168K (roughly 5% of its investment assets).
What is W Maxwell Thomas MD Charitable Trust's EIN?
W Maxwell Thomas MD Charitable Trust's EIN (Employer Identification Number) is 61-6703462. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching W Maxwell Thomas MD Charitable Trust by hand.
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