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.
W Maxwell Thomas MD Charitable Trust at a glance
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.
- Annual giving (2025)
- $179,998
- +4.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $36,000
- +4.0% vs 2024
- Median grant
- $44,174
- Total assets
- $2,796,238
- -2.3% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who W Maxwell Thomas MD Charitable Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with W Maxwell Thomas MD Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,796,238 | $180,066 | $243,376 | $179,998 | 5 | $190,974 | $136,160 | $167,972 |
| 2024 | $2,860,616 | $3,589,162 | $208,846 | $173,002 | 5 | $178,890 | $308,963 | $164,575 |
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.
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.
Data update history
(2)
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)
Other open foundation grants in Alabama
Alabama Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in W Maxwell Thomas MD Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The Annette C Simmons Foundation
Dallas, TX
Assets
$22.2M
Grants
1
Total Given
$100K
The Rosewood Foundation
Dallas, TX
The Rosewood Foundation supports arts, education, environmental conservation, healthcare, and poverty alleviation, primarily through program grants aimed at improving quality of life in the Dallas area. Its stated award range is $2,500–$10,000, and it funds only preselected organizations, not unsolicited requests.
Assets
$19K
Grants
3
Total Given
$6K
Garry Weber Foundation
Dallas, TX
Assets
$35.7M
Grants
3
Total Given
$6.1M
Crozier Family Foundation
Boston, MA
Assets
$665K
Grants
7
Total Given
$22K
Agilent Technologies Foundation
Santa Clara, CA
Agilent Technologies Foundation funds environmental work on safe water, air quality, food supplies and climate change, as well as STEM education and economic opportunity for underrepresented communities. Its 2025 grants had a median of $25,000 and ranged from $5,000 to $2,166,500; most grant dollars went to Delaware, with some support elsewhere in the U.S. and internationally. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$596K
Grants
20
Total Given
$5.0M
The Constantin Foundation Inc
Dallas, TX
The Constantin Foundation supports Texas programs and projects in areas including mental health, social services, youth, education, and community facilities. Its 2025 grants ranged from $25,000 to $500,000, with a median of $150,000. It does not accept unsolicited requests; applications are by invitation only.
Assets
$46.4M
Grants
21
Total Given
$3.6M
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from W Maxwell Thomas MD Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
W Maxwell Thomas MD Charitable Trust down — hundreds of funders to go?