Civic Intelligence

St Mary'S Foundation Co Meade Whitaker

EIN 27-1077672 • 501(c)3 • Birmingham, AL

Profile

To provide financial support for st. Mary's on the highlands episcopal church located in birmingham, alabama and its successors

Refreshing map…

1910 12th Avenue SouthBirmingham, AL 35205

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,599,664

Up $1,156,121 (+34%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$4,599,664

Up $1,156,121 (+34%) from 2022

Revenue

Up

$363,996

Up $3,571 (+1.0%) from 2022

Expenses

Down

$125,735

Down $161 (-0.1%) from 2022

Net Income

Up

$238,261

Up $3,732 (+1.6%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $2,582,787Liabilities 2012: $0Net Assets 2012: $2,582,7872012Assets 2013: $3,419,380Liabilities 2013: $0Net Assets 2013: $3,419,3802013Assets 2014: $3,403,785Liabilities 2014: $0Net Assets 2014: $3,403,7852014Assets 2015: $3,337,176Liabilities 2015: $0Net Assets 2015: $3,337,1762015Assets 2016: $3,730,386Liabilities 2016: $0Net Assets 2016: $3,730,3862016Assets 2017: $3,932,180Liabilities 2017: $0Net Assets 2017: $3,932,1802017Assets 2018: $3,236,663Liabilities 2018: $0Net Assets 2018: $3,236,6632018Assets 2019: $3,046,596Liabilities 2019: $0Net Assets 2019: $3,046,5962019Assets 2020: $3,438,090Liabilities 2020: $0Net Assets 2020: $3,438,0902020Assets 2021: $3,812,130Liabilities 2021: $0Net Assets 2021: $3,812,1302021Assets 2022: $3,443,543Liabilities 2022: $0Net Assets 2022: $3,443,5432022Assets 2024: $4,599,664Liabilities 2024: $0Net Assets 2024: $4,599,6642024

Highlighted filing

2024

Assets$4,599,664
Liabilities$0
Net Assets$4,599,664

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2012: $86,4402012Revenue 2013: $769,599Expenses 2013: $103,115Net Income 2013: $666,4842013Revenue 2014: $77,448Expenses 2014: $94,482Net Income 2014: -$17,0342014Revenue 2015: $244,698Expenses 2015: $128,862Net Income 2015: $115,8362015Revenue 2016: $326,291Expenses 2016: $134,425Net Income 2016: $191,8662016Revenue 2017: $108,656Expenses 2017: $145,787Net Income 2017: -$37,1312017Revenue 2018: $268,736Expenses 2018: $651,021Net Income 2018: -$382,2852018Revenue 2019: $130,755Expenses 2019: $649,079Net Income 2019: -$518,3242019Revenue 2020: $670,751Expenses 2020: $420,468Net Income 2020: $250,2832020Revenue 2021: $435,920Expenses 2021: $120,468Net Income 2021: $315,4522021Revenue 2022: $360,425Expenses 2022: $125,896Net Income 2022: $234,5292022Revenue 2024: $363,996Expenses 2024: $125,735Net Income 2024: $238,2612024

Highlighted filing

2024

Revenue$363,996
Expenses$125,735
Net Income$238,261

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$0.00$4.60$0.36$0.13$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.00$3.44$0.36$0.13$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$0.44$0.12$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$0.67$0.42$0.25
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.00$3.05$0.13$0.65$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.27$0.65$0.38
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.00$3.93$0.11$0.15$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.33$0.13$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.24$0.13$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.08$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.77$0.10$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.00$2.58$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$378,779
Mission and Program Overview

Mission

To provide financial support for st. Mary's on the highlands episcopal church located in birmingham, alabama and its successors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,073,332$4,599,664▲ $526,332
Investments in Publicly Traded Securities$2,943,836$3,525,012▲ $581,176
Investments Other Securities$806,085$743,104▼ $62,981
Savings and Temporary Cash Investments$320,332$331,548▲ $11,216
Cash and Non-Interest-Bearing Accounts$3,079$0▼ $3,079
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,073,332$4,599,664▲ $526,332
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,073,332$4,599,664▲ $526,332
Total Liabilities and Net Assets / Fund Balance$4,073,332$4,599,664▲ $526,332

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$743,104--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$298,686
Program Service Revenue
$0
Investment Income
$65,310
Other Revenue
$0
Change in Net Assets
$238,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,735
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$100,934--$100,934
Fees for Services Management$11,170$11,169-$22,339
Fees for Services Accounting$1,231$1,231-$2,462
Total Functional Expenses$113,335$12,400$0$125,735
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Two of the directors are brother and sister-in-law.

Form 990, Part VI, Section B, Line 11B

The 990 was provided to meade whitaker, jr., executive director, who reviewed and signed the return on behalf of the foundation.

Form 990, Part VI, Section B, Line 12C

The board and committees will regularly meet and as part of these meetings will discuss if there have been changes in the interests of existing members. All new members will be required to determine prior to serving if there is any conflict of interest.

Form 990, Part VI, Section C, Line 19

Governing documents are provided upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Lisa q. Miller - 2824 pumphouse road, birmingham, al 35243. William a. Terry - 3846 forest glen drive, birmingham, al 35213. Meade whitaker, jr. - 4329 old brook trail, birmingham, al 35243.

Filing and Contact Details

Filer

Filer Name
ST MARY'S FOUNDATION
EIN
27-1077672
Phone
2055218261
Address
1910 12TH AVENUE SOUTH, BIRMINGHAM, AL 35205

Signing Officer

Name
Meade Whitaker Jr
Title
Director
Phone
2055218261
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meade Whitaker Jr
Formed
2009
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Cade Crenshaw & Associates Pc
Address
2100 SOUTHBRIDGE PKWY STE 460, BIRMINGHAM, AL 35209
Preparer
Bert Crenshaw CPA
Phone
2058718600
Raw XML Appendix374 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR ST. MARY'S ON THE HIGHLANDS EPISCOPAL CHURCH LOCATED IN BIRMINGHAM, ALABAMA AND ITS SUCCESSORS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0MEADE WHITAKER JR
IRS990/BooksInCareOfDetail/PhoneNum02055218261
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01819 FIFTH AVE N
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035203
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03079
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0298686
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt065310
IRS990/CYOtherExpensesAmt0125735
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0238261
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0125735
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0363996
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED FINANCIAL SUPPORT FOR ST. MARY'S ON THE HIGHLANDS EPISCOPAL CHURCH TOWARDS ITS MINISTRY AND ENDEAVORS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0113335
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01231
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01231
IRS990/FeesForServicesAccountingGrp/TotalAmt02462
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt011169
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt011170
IRS990/FeesForServicesManagementGrp/TotalAmt022339
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0LISA Q MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM A TERRY
IRS990/Form990PartVIISectionAGrp/PersonNm2MEADE WHITAKER JR
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM M HIDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4MELISSA B STRANGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt07639
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt022422
IRS990/GrossReceiptsAmt0378779
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt057671
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt057671
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0806085
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0743104
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02943836
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03525012
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014783
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR ST. MARY'S ON THE HIGHLANDS EPISCOPAL CHURCH LOCATED IN BIRMINGHAM, ALABAMA AND ITS SUCCESSORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04073332
IRS990/NetAssetsOrFundBalancesEOYAmt04599664
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt07639
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07639
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0288071
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GRANT/SUPPORT - ST. MAR
IRS990/OtherExpensesGrp/ProgramServicesAmt0100934
IRS990/OtherExpensesGrp/TotalAmt0100934
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MEADE WHITAKER JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0307490
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0181469
IRS990/PYOtherExpensesAmt0124048
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0364911
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0124048
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0488959
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0238261
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0298686
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04073332
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04599664
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0320332
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0331548
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0298686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0307490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0224582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0487192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01417950
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt076440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0181469
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0139657
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0335920
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0183557
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0917043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt076440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0181469
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0139657
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0335920
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0183557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0917043
IRS990ScheduleA/InvestmentIncomeCYPct00.39270
IRS990ScheduleA/InvestmentIncomePYPct00.46460
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.60730
IRS990ScheduleA/PublicSupportPY509Pct00.53540
IRS990ScheduleA/PublicSupportTotal509Amt01417950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0298686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0307490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0224582
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0487192
IRS990ScheduleA/Total509Grp/TotalAmt01417950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0375126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0488959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0364239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0435920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0670749
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02334993
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0743104
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PMSA - UBS REIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0743104
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE DIRECTORS ARE BROTHER AND SISTER-IN-LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WAS PROVIDED TO MEADE WHITAKER, JR., EXECUTIVE DIRECTOR, WHO REVIEWED AND SIGNED THE RETURN ON BEHALF OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD AND COMMITTEES WILL REGULARLY MEET AND AS PART OF THESE MEETINGS WILL DISCUSS IF THERE HAVE BEEN CHANGES IN THE INTERESTS OF EXISTING MEMBERS. ALL NEW MEMBERS WILL BE REQUIRED TO DETERMINE PRIOR TO SERVING IF THERE IS ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LISA Q. MILLER - 2824 PUMPHOUSE ROAD, BIRMINGHAM, AL 35243. WILLIAM A. TERRY - 3846 FOREST GLEN DRIVE, BIRMINGHAM, AL 35213. MEADE WHITAKER, JR. - 4329 OLD BROOK TRAIL, BIRMINGHAM, AL 35243.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST MARY'S ON THE HIGHLANDS EPISCOPAL CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630302166
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01910 12TH AVE SOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST MARY'S ON THE HIGHLANDS EPISCOPAL CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04073332
IRS990/TotalAssetsEOYAmt04599664
IRS990/TotalAssetsGrp/BOYAmt04073332
IRS990/TotalAssetsGrp/EOYAmt04599664
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0298686
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012400
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0113335
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125735
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04073332
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04599664
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0113335
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt065310
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0363996
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04073332
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04599664
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01910 12TH AVENUE SOUTH
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035205
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEADE WHITAKER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02055218261
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARY'S FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MEADE WHITAKER
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0271077672
ReturnHeader/Filer/PhoneNum02055218261
ReturnHeader/Filer/USAddress/AddressLine1Txt01910 12TH AVENUE SOUTH
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630936180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CADE CRENSHAW & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 SOUTHBRIDGE PKWY STE 460
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02058718600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERT CRENSHAW CPA
ReturnHeader/ReturnTs02025-11-17T14:28:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.