Nonprofit · EIN 63-0738970
MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR
Tax-exempt · VESTAVIA, AL 35243
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $198,433 | $88,904 | $109,529 | $1,391,830 | $0 | $1,391,830 |
| December 31, 2023 | 990-PF | $61,680 | $84,921 | -$23,241 | $1,282,301 | $0 | $1,282,301 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $50,899
- Interest
- $1,108
- Net gain from sales of assets
- $137,023
- Other income
- $9,403
Expenses
- Grants and similar amounts paid
- $73,990
- Disbursements for charitable purposes
- $86,904
- Excise tax on investment income
- $953
Balance sheet and other
- Total assets, start of year
- $1,282,301
- Total assets, end of year
- $1,391,830
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,391,830
- Fair market value of assets
- $1,577,224
- Qualifying distributions
- $86,904
- Net investment income
- $68,585
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE G ROBERTSON 2069 LAKEWOOD DRIVE, VESTAVIA HILLS, AL 35216 | TRUSTEE | 0 | $0 |
| CECIL M YARBROUGH 360 SHELL TOOMER PARKWAY, AUBURN, AL 36830 | TRUSTEE | 0 | $0 |
| JAMES BURT ODOM JR DALLAS COUNTY, SARDIS, AL 36775 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE G ROBERTSON 2069 LAKEWOOD DRIVE, VESTAVIA HILLS, AL 35216 | TRUSTEE | 0 | $0 |
| CECIL M YARBROUGH 360 SHELL TOOMER PARKWAY, AUBURN, AL 36830 | TRUSTEE | 0 | $0 |
| JAMES BURT ODOM JR DALLAS COUNTY, SARDIS, AL 36775 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2609 CARDINAL CIR, VESTAVIA, AL 35243-4304
- Signed the 990-PF
- KATHERINE G ROBERTSON, TRUSTEE
- Phone
- (205) 535-0815
- Return prepared by
- MASON & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-0738970
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,391,830
- Income (IRS master file)
- $828,048
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $198,433 | $88,904 | $1,391,830 | IRS |
| 990-PF | December 2023 | $61,680 | $84,921 | $1,282,301 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-0738970).
Questions about MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR
- What is the EIN of MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR?
- The employer identification number (EIN) of MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR is 63-0738970.
- Is MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does MARY ELIZABETH WEBSTER EDWARDS CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $198,433, expenses of $88,904 and total assets of $1,391,830 at year end.
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