THE MAXFIELD FOUNDATION

CAMPBELL, CA 95008 EIN 770099366

https://N/A
Total Given 2016–2023
$9.5M
56 grants · $1.2M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$3K
typical micro grants · $2K–$30K
grant size
52%
supporter · 17/33 multi-year
repeat
$7.4M
Assets · 2021
33
Distinct recipients

About

TRANSFER OF MARKETABLE SECURITIES AND CASH WITH A FAIR MARKET VALUE OF $5,412,273 AND COST BASIS OF $4,601,790 TO THE BESSEMER GIVING FUND, AN IRC SECTION 501(C)(3) PUBLIC CHARITY, EIN: 13-7111099. THESE DISTRIBUTIONS WERE IN ANTICIPATION OF FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS, WHICH WAS COMPLETED IN 2023. A FINAL RETURN WILL BE FILED FOR 2023.

Focus Areas

Education Arts & Culture Environment Human Services Science & Research

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person ROBERT R MAXFIELD
Phone 6505591560
Deadlines N/A
How to Apply FORMAL WRITTEN REQUEST
Restrictions PURSUANT TO ARTICLE 2, SECTION 1 OF THE BYLAWS OF THE MAXFIELD FOUNDATION, THE PRIMARY PURPOSE FOR WHICH THIS FOUNDATION IS FORMED IS TO RECEIVE AND MAINTAIN A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY, OR BOTH, AND SUBJECT TO THE RESTRICTIONS AND LIMITATIONS HEREINAFTER SET FORTH, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR CANCER AND LEUKEMIA RESEARCH EITHER DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE, AS AMENDED, AND ITS REGULATIONS AS THEY NOW EXIST OR AS THEY MAY HEREAFTER BE AMENDED. THE SECONDARY PURPOSE FOR WHICH THIS FOUNDATION IS FORMED IS TO MAKE CONTRIBUTIONS OF FUNDS, AT THE TIMES AND IN AMOUNTS AS DETERMINED BY THE BOARD OF DIRECTORS, TO ORGANIZATIONS UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE, AS AMENDED.

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $231K $5.5M $213K 7
2018 $135K $7.7M $1.8M 15
2020 $1.7M $8.7M $1.2M 16
2021 $2.4M $7.4M $434K 13
2022 $5.0M $62K $391K 4
2023 $61K $0 $7K 1

Grant Size Distribution

Based on 56 grants on record

Minimum
$1K
25th Pctl
$2K
Median
$3K
Average
$170K
75th Pctl
$30K
Maximum
$4.6M

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
ROBERT R MAXFIELD PRESIDENT
MICHAEL P GROOM SECRETARY
VALERIE GILLEN CHIEF FINANCIAL OFFICER
MELINDA E MAXFIELD VICE PRESIDENT
KATHERINE MAXFIELD VICE PRESIDENT

Grants Awarded (56 total)

Purpose
BESSEMER GIVING FUND WOODBRIDGE, NJ $4,601,790 TO MAKE GRANTS TO QUALIFIED RECIPIENT CHARITABLE ORGANIZATIONS 2022
RICE UNIVERSITY HOUSTON, TX $2,300,000 BUILDING FUND, MAXFIELD HALL & EDUCATIONAL RESOURCES 2021
RICE UNIVERSITY OFFICE OF DEVELOPMENT HOUSTON, TX $1,500,000 BUILDING FUND, MAXFIELD HALL 2020
RICE UNIVERSITY HOUSTON, TX $300,000 BUILDING FUND, MAXFIELD HALL & EDUCATIONAL RESOURCES 2022
SANTA FE INSTITUTE SANTA FE, NM $125,000 SCIENCE RESEARCH 2016
SANTE FE INSTITUTE SANTA FE, NM $100,000 SCIENCE RESEARCH 2020
SANTE FE INSTITUTE SANTA FE, NM $100,000 SCIENCE RESEARCH 2021
BESSEMER GIVING FUND WOODBRIDGE, NJ $61,243 TO MAKE GRANTS TO QUALIFIED RECIPIENT CHARITABLE ORGANIZATIONS 2023
SANTA FE INSTITUTE SANTA FE, NM $50,000 SCIENCE RESEARCH 2018
AMAZON CONSERVATION TEAM ARLINGTON, VA $50,000 ENVIRONMENTAL RESEARCH 2016
SANTE FE INSTITUTE SANTA FE, NM $50,000 SCIENCE RESEARCH 2022
AMAZON CONSERVATION ARLINGTON, VA $50,000 ENVIRONMENTAL RESEARCH 2020
AMAZON CONSERVATION TEAM ARLINGTON, VA $50,000 ENVIRONMENTAL RESEARCH 2018
MONTALVO ASSOCIATION SARATOGA, CA $30,000 DEVELOPMENT OF THE ARTS 2016
AMAZON CONSERVATION ARLINGTON, VA $25,000 ENVIRONMENTAL RESEARCH 2021
LUCILE PACKARD FOUNDATION PALO ALTO, CA $10,000 PEDIATRIC MEDICAL CARE AND RESEARCH 2022
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH PALO ALTO, CA $10,000 PEDIATRIC MEDICAL CARE AND RESEARCH 2016
LUCILE PACKARD FOUNDATION PALO ALTO, CA $10,000 PEDIATRIC MEDICAL CARE AND RESEARCH 2020
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH PALO ALTO, CA $10,000 PEDIATRIC MEDICAL CARE AND RESEARCH 2018
TAHOE TRUCKEE COMMUNITY FOUNDATION TRUCKEE, CA $8,000 ARTS, EDUCATION, ENVIRONMENT, AND HEALTH AND HUMAN SERVICES 2016
TAHOE FUND TAHOE CITY, CA $5,000 ENVIRONMENTAL RESTORATION 2016
ACCESS FUND BOULDER, CO $4,000 PRESERVATION OF CLIMBING AREAS 2021
TRUCKEE DONNER LAND TRUST TRUCKEE, CA $4,000 PRESERVE AND PROTECT SCENIC AND HISTORIC LANDS 2020
ACCESS FUND BOULDER, CO $4,000 PRESERVATION OF CLIMBING AREAS 2020
SIERRA COMMUNITY HOUSE INCLINE VILLAGE, NV $3,500 FAMILY STRENGTHENING, CRISIS INTERVENTION, HUNGER RELIEF 2020