Mary E W Edwards Charitable Trust
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
12
+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
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
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Browse active grant opportunities in Mary E W Edwards Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.