Alma B Maxwell Trust Under Will
MONTGOMERY, AL EIN: 63-6174006
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$900K
+2.5% YoY
Annual Giving
$35K
-2.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$35K
-2.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $900,075 | $878,359 | $886,070 |
| Revenue | $75,016 | $47,481 | $89,357 |
| Expenses | $53,297 | $55,200 | $58,737 |
| Qualifying Distributions | $47,462 | $48,002 | $51,734 |
| Net Investment Income | $69,182 | $41,805 | $83,620 |
| Distributable Amount | $48,898 | $47,013 | $48,308 |
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 .
Who else does Alma B Maxwell Trust Under Will fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MGT | TRUSTEE | 5 | $15,019 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Alabama $177K (100%)
States
Cities
Birmingham
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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