Mary E W Edwards Charitable Trust

VESTAVIA, AL EIN: 63-0738970

Mary E W Edwards Charitable Trust is a private foundation, based in VESTAVIA, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 12 grants totaling $74K. Net investment income was $69K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+8.5% YoY

Annual Giving

$74K

+2.8% YoY

Grant Count

+33.3% YoY

Avg Grant Size

$6K

-22.9% YoY

Under IRS private-foundation payout rules, Mary E W Edwards Charitable Trust reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary E W Edwards Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $309K (95%)

Texas $15K (5%)

Arizona $2K (1%)

States

Alabama Arizona Texas

Cities

AuburnBeltonBentonBirminghamJonesMontgomeryPhoenixSardisSelmaTuscaloosa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,391,830	$1,282,301	$1,305,542
Revenue	$198,433	$61,680	$46,425
Expenses	$88,904	$84,921	$79,872
Qualifying Distributions	$86,904	$83,991	$71,695
Net Investment Income	$68,585	$56,602	$54,457
Distributable Amount	$77,090	$73,161	$71,204

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

48 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Auburn University ($38,990), Selma-dallas Co Public Library ($10,000), Shiloh Baptist Church ($8,500).

Recipient	Purpose	Amount
AUBURN UNIVERSITY AUBURN, AL	SCHOLARSHIP	$38,990
UNIVERSITY OF MARY HARDIN - BAYLOR BELTON, TX	SCHOLARSHIP	$3,000
SELMA-DALLAS CO PUBLIC LIBRARY SELMA, AL	CONTRIBUTION	$10,000
BENTON BAPTIST CHURCH BENTON, AL	CONTRIBUTION	$3,000
ALABAMA TEEN CHALLENGE JONES, AL	CONTRIBUTION	$2,000
FISHERS OF MEN INTERNATIONAL SELMA, AL	CONTRIBUTION	$500
UA SCHOOL OF LIBRARY SCIENCE TUSCALOOSA, AL	SCHOLARSHIP	$2,000
SHILOH BAPTIST CHURCH SARDIS, AL	CONTRIBUTION	$8,500
GRAND CANYON UNIVERSITY PHOENIX, AZ	SCHOLARSHIP	$500
WESTMINSTER SCHOOL AT OAK MTN BIRMINGHAM, AL	CONTRIBUTION	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KATHERINE G ROBERTSON	TRUSTEE	—	—
CECIL M YARBROUGH	TRUSTEE	—	—
JAMES BURT ODOM JR	TRUSTEE	—	—

Frequently Asked Questions

How large is Mary E W Edwards Charitable Trust?

As of 2024, Mary E W Edwards Charitable Trust holds $1.4M in total assets with $198K in annual revenue. It awarded 12 grants totaling $74K in 2024.

Where does Mary E W Edwards Charitable Trust operate?

Mary E W Edwards Charitable Trust has awarded grants in Alabama, Arizona, Texas.

What size grants does Mary E W Edwards Charitable Trust award?

In 2024, Mary E W Edwards Charitable Trust awarded 12 grants totaling $74K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Mary E W Edwards Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary E W Edwards Charitable Trust reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary E W Edwards Charitable Trust's EIN?

Mary E W Edwards Charitable Trust's EIN (Employer Identification Number) is 63-0738970. IRS Form 990 filing data is available on this page for 2020–2024.