Mary Elizabeth Webster Edwards Charitable Tr

990PF • Fiscal year 2020 • EIN 63-0738970

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

P O Box 387Selma, AL 36702-0387

(334) 875-7236

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

-56%

Higher net margin than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

-1.9%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

-45%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$1,383,269

Down $26,586 (-1.9%) from 2019

Net Assets

Down

$1,383,269

Down $26,586 (-1.9%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin12th percentile

Revenue

Down

$47,526

Down $38,822 (-45%) from 2019

Expenses

Down

$74,112

Down $8,248 (-10%) from 2019

Net Income

Down

-$26,586

Down $30,574 (-767%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$1,383,269

Liabilities$0

Net Assets$1,383,269

Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$47,526

Expenses$74,112

Net Income-$26,586

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 15, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KATHERINE G ROBERTSON	Trustee	-	$0	-	-
CECIL M YARBROUGH	Trustee	-	$0	-	-
JAMES BURT ODOM JR	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Mary E W Edwards Charitable Trust
EIN: 63-0738970
Phone: 3348757236
Address: P O BOX 387, SELMA, AL 36702-0387

Signing Officer

Name: Katherine G Robertson
Title: Trustee
Phone: 3348757236
Signed: 2021-11-15

Preparer

Firm: Mason & Company Pc
Address: POBOX 387, SELMA, AL 36702
Preparer: John Weston Mason Ii
Phone: 3348746621

Raw XML Appendix348 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
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1025
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	MASON & COMPANY
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1025
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	RAYMOND JAMES 544
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	RAYMOND JAMES 139
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	RAYMOND JAMES 139
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	RAYMOND JAMES 230
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	4	RAYMOND JAMES 230
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	34126
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	86112
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	22591
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	3	4639
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	48
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	29389
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	70860
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	3	18444
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	4	8575
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	3	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	4	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	48
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-4737
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	-15252
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	3	-4147
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	4	3936
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	WELLS FARGO/RAYMOND JAMES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	85000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	89730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1195447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1300433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	RAYMOND JAMES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	53962
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	-14721
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	5
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc	0	TOWER RENT
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt	0	8280
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionCd	0	1
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	8280
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	39246
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	47526
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1025
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1025
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	62247
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	5431
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	63900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	63900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	53962
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	53962
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	53962
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-26586
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	132747
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	5
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	5
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	5
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	4000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	4000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-14721
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	59398
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	4343
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	4343
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	8280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	8280
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	844
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	62247
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	74112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	74112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	59398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	47526
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	10212
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	10212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	5431
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-26586
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1383269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1409855
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1383269
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	72222
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	72222
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	72222
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	73048
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	826
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	17
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	843
IRS990PF/FMVAssetsEOYAmt	0	1483209
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	3781
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	6821
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	6821
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	85000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	85000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	89730
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	1230844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1195447
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1300433
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1409855
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1383269
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	90230
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	96001
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	86225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1409855
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1383269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1483209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1409855
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1383269
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1409855
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1383269
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1483209
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	93046
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1390163
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	22248
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	73048
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1460961
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1483209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	KATHERINE G ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CECIL M YARBROUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	JAMES BURT ODOM JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	360 SHELL TOOMER PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	433 CARTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	VESTAVIA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	AUBURN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	COPPELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	35216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	36830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	75019
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	74112
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	74112
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	74112
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	KATHERINE G ROBERTSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2069 LAKEWOOD DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	VESTAVIA HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	35216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3348757236
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	KATHERINE ROBERTSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	2055350815
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	2069 LAKEWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	VESTAVIA HILLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	35216
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	DECEMBER 31ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	36000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	6400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	6	250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	7	250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	8	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	6	CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	7	CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	8	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	AUBURN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	UNIVERSITY OF ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	UNIVERSITY OF MARY HARDIN - BAYLOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	SELMA-DALLAS CO PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	UNIVERSITY OF AL-EDWARDS ENDOWED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	BENTON BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	ALABAMA TEEN CHALLENGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	7	FISHERS OF MEN INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	8	UA SCHOOL OF LIBRARY SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	8	UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	AUBURN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	UNIVERSITY OF ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	900 COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1103 SELMA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	UNIVERSITY OF ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	188 CALHOUN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	3888 COUNTY RD 261
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	P O BOX 387
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	UNIVERSITY OF ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SELMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	BENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	JONES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	SELMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	36849
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	35487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	76513
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	36701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	35487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	36785
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	36749
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	36702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	35487
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	63900
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	63757
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	10355
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	72222
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	74112
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	8465
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	10355
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	REEVES & STEWART ATTORNEYS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	4000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	4000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	4343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	4343
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	8280
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	TOWER RENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	8280
TaxesSchedule/TaxesDetail/Amt	0	177
TaxesSchedule/TaxesDetail/Amt	1	667
TaxesSchedule/TaxesDetail/CategoryTxt	0	PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	177
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	667
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KATHERINE G ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3348757236
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MARY E W EDWARDS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MARY
ReturnHeader/Filer/EIN	0	630738970
ReturnHeader/Filer/PhoneNum	0	3348757236
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 387
ReturnHeader/Filer/USAddress/CityNm	0	SELMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	367020387
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	630942462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MASON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	POBOX 387
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SELMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	36702
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3348746621
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN WESTON MASON II
ReturnHeader/ReturnTs	0	2021-11-15T16:50:47-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	KATHERINE G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	ROBERTSON
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,383,269
Liabilities: $0
Net assets: $1,383,269
Revenue: $47,526
Expenses: $74,112
Net income: -$26,586

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.39	$0.00	$1.39	$0.20	$0.09	$0.11
2023Detailed filing. Detailed filing data is available for this year.	$1.28	$0.00	$1.28	$0.06	$0.08	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$1.31	$0.00	$1.31	$0.05	$0.08	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.03	$0.08	$0.04
2020Detailed filing. Detailed filing data is available for this year.	$1.38	$0.00	$1.38	$0.05	$0.07	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$1.41	$0.00	$1.41	$0.09	$0.08	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$1.41	$0.00	$1.41	$0.09	$0.08	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.11	$0.08	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$1.36	$0.00	$1.36	$0.06	$0.09	$0.03
2015Summary only. Only limited summary data is available for this year.	$1.32	$0.00		$0.13	$0.07	$0.06
2014Summary only. Only limited summary data is available for this year.	$1.33	$0.00		$0.08	$0.07	$0.01
2013Summary only. Only limited summary data is available for this year.	$1.33	$0.00		$0.07	$0.05	$0.01
2012Summary only. Only limited summary data is available for this year.	$1.32	$0.00		$0.06	$0.05	$0.02
2011Summary only. Only limited summary data is available for this year.	$1.30	$0.00		$0.05	$0.05	$0.01