Horace R Maxwell Trust

Jacksonville, FLPrivate foundation / grantmakerEIN 59-6122536Revenue $9K in FY2024

On file with the IRS1910 San Marco Blvd · Jacksonville, FL

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FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 4
filings with a surplus
Average deficit $106K a year · 765% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
990-PF Pt I · 4 filings
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9K
+80% vs prior year
Spent
$393K
Net assets
$0
By yearFY2021–FY2024
Revenue
$9K
FY2024▲ +80%
Tap a bar for its year
Revenue by fiscal year
FY2021$26K
FY2022$15K
FY2023$5K
FY2024$9K
Expenses
$393K
FY2024▲ ×15
Tap a bar for its year
Expenses by fiscal year
FY2021$38K
FY2022$24K
FY2023$26K
FY2024$393K
Net assets
$0
FY2024▼ -100%
Tap a bar for its year
Net assets by fiscal year
FY2021$414K
FY2022$405K
FY2023$383K
FY2024$0

From the FY2024 Form 990 (year ending April 2024) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 98% · $387K Operating & administrative 2% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
See Horace R Maxwell Trust executive salaries →

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Programs and updates

A private foundation based in Jacksonville, FL.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 16 grants · $387K · 2023–2023
Hope Haven Association INCFL · FY2023$122,126
Hope Haven Association INCFL · FY2023$77,827
Hope Haven Association INCFL · FY2023$37,792
Hope Haven Association INCFL · FY2023$20,843
Hope Haven Association INCFL · FY2023$19,518
Hope Haven Association INCFL · FY2023$19,494
Hope Haven Association INCFL · FY2023$15,000
Hope Haven Association INCFL · FY2023$13,788
Hope Haven Association INCFL · FY2023$13,329
Hope Haven Association INCFL · FY2023$10,543
Hope Haven Association INCFL · FY2023$9,691
Hope Haven Association INCFL · FY2023$8,187
Hope Haven Association INCFL · FY2023$8,140
Hope Haven Association INCFL · FY2023$5,131
Hope Haven Association INCFL · FY2023$5,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV1
Average grantPart XV$24K
Median grantPart XV$14K
Largest grantPart XV$122K
Top cause focusNTEEMental Health (100%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$9K
Investment income$9K
Money out
$393K
Grants paid$387K
Running costs$6K
Owns and owes
$0
net assets
Total assets$0
Liabilities$0
People
1
listed
Paid0
2In more detail
Revenue in detail
Investment income$9K
Total revenue$9K
Assets in detailEnd of year
Total assets$0
Liabilities$0
Net assets$0
Operations
Fiscal year endsApril

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $9K$393K−$384K$0 990 PDF
FY2023 $5K$26K−$21K$383K 990 PDF
FY2022 $15K$24K−$9K$405K 990 PDF
FY2021 $26K$38K−$12K$414K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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