Civic Intelligence

The Mary Ann Simpson And

EIN 63-6184150 • Mobile, AL

51 KingswayMobile, AL 36608
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$325,612

Up $47,913 (+17%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$325,612

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin92nd percentile

Revenue

Up

$73,111

Up $81,096 (+1016%) from 2023

Expenses

Down

$25,198

Down $731 (-2.8%) from 2023

Net Income

Up

$47,913

Up $81,827 (+241%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$400K$300K$200K$100K$0Assets 2017: $395,564Liabilities 2017: $0Net Assets 2017: $395,5642017Assets 2018: $383,010Liabilities 2018: $0Net Assets 2018: $383,0102018Assets 2019: $369,105Liabilities 2019: $0Net Assets 2019: $369,1052019Assets 2020: $374,110Liabilities 2020: $0Net Assets 2020: $374,1102020Assets 2021: $352,116Liabilities 2021: $0Net Assets 2021: $352,1162021Assets 2022: $311,613Liabilities 2022: $0Net Assets 2022: $311,6132022Assets 2023: $277,699Liabilities 2023: $12023Assets 2024: $325,612Liabilities 2024: $0Net Assets 2024: $325,6122024

Highlighted filing

2024

Assets$325,612
Liabilities$0
Net Assets$325,612
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $24,696Expenses 2017: $18,877Net Income 2017: $5,8192017Revenue 2018: $7,726Expenses 2018: $20,280Net Income 2018: -$12,5542018Revenue 2019: $12,432Expenses 2019: $26,337Net Income 2019: -$13,9052019Revenue 2020: $12,004Expenses 2020: $6,999Net Income 2020: $5,0052020Revenue 2021: $19,742Expenses 2021: $41,736Net Income 2021: -$21,9942021Revenue 2022: $2,577Expenses 2022: $43,080Net Income 2022: -$40,5032022Revenue 2023: -$7,985Expenses 2023: $25,929Net Income 2023: -$33,9142023Revenue 2024: $73,111Expenses 2024: $25,198Net Income 2024: $47,9132024

Highlighted filing

2024

Revenue$73,111
Expenses$25,198
Net Income$47,913
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$325,612
Liabilities
$0
Net assets
$325,612
Revenue
$73,111
Expenses
$25,198
Net income
$47,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.73$0.25$0.48
2023Summary only. Only limited summary data is available for this year.$2.78$0.00$0.08$0.26$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.03$0.43$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$0.20$0.42$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.12$0.07$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$0.12$0.26$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$0.08$0.20$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.25$0.19$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN A DAVISTrustee-$0--
BEVERLY C DAVISTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLASSICAL BALLET OF MOBILE INCFOR SUPPORT IN THE PERFORMING ARTS-MOBILE, AL, US$8,173
Paid GrantTHE ANCHOR CROSS CANCER FOUNDATIONRESEARCH, EDUCATION AND SUPPORT-DAPHNE, AL, US$8,173
Filing and Contact Details

Filer

Filer Name
The Mary Ann Simpson and
EIN
63-6184150
Phone
2514546055
Address
51 KINGSWAY, MOBILE, AL 36608

Signing Officer

Name
Stephen a Davis
Title
Trustee
Phone
2514546055
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Ccsme Pc
Address
2062 DAUPHIN STREET, MOBILE, AL 36606
Preparer
William H Singleton CPA
Phone
2514797482
Raw XML Appendix335 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/Amt02058
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt116893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt710742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt841076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt930039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt108825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1227505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt155313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1624457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1717971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1868248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt193372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABRDN GLMBRG ALL CM SG K (BCI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1COLUMBIA RESEARCH (RECS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2COMMUNICATE SVS SLCT SEC (XLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DOUBLELINECOMMERCIAL RL (DCMB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FRANKLIN FTSE JAPAN EFT (FLJP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FRANKLIN FTSE SOUTH (FLKR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GLOBAL X MLP & ENERGY (MLPX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GOLDMAN SACHS ACCES (GBIL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES 0-5 YEAR TIPS (STIP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES 3-7 YEAR (IEI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES BONDS DEC 2024 (IBDP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES CMBS ETF (CMBS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES CORE MSCI (IDEV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES CORE MSCI (IEMG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES GOLD ETF (IAU)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES MBS ETF (MBB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHARES MSCI USA MIN VOL (USMV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES MSCI USA QLTY (QUAL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ISHARES MSCI USA VALUE (VLUE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ISHARES TR IS 1-5 YR IN (IGSB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20MAIN SECTOR ROTATION (SECT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD EXTENDED MARKET (VXF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VANGUARD S&P 500 ETF (VOO)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23SELECT SECTOR INDUSTRIAL (XLI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt117310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt310549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt711066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt840789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt932235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt109400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1227229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt136659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1624816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1723748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1872739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt193294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt08692
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt064408
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt011
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt073111
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02058
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02058
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt064408
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt016346
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08692
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08692
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt047913
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01840
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01840
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt064408
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt064259
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04822
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0132
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0132
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08852
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt073111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt073111
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08852
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt048821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt286650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt163643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt163643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt049339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2150293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt064408
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0518
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0277699
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0325612
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017334
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017334
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017334
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0893
IRS990PF/DistributableAmountGrp/TotalTaxAmt0893
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0893
IRS990PF/FMVAssetsEOYAmt0341519
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0119
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0119
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0270442
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-33917
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt047910
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07257
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022599
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022599
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0277699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0325612
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0341519
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0277699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0325612
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0277699
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0325612
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022286
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0347810
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05551
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018227
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0364545
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0370096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN A DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BEVERLY C DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt151 KINGSWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd036608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd136608
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt016346
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt016346
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN A DAVIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt051 KINGSWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOBILE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036608
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02514546055
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR SUPPORT IN THE PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH, EDUCATION AND SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CLASSICAL BALLET OF MOBILE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE ANCHOR CROSS CANCER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 8124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt129653 ANCHOR CROSS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DAPHNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036689
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136526
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016346
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016346
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017334
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016346
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017334
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016346
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01840
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01840
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04822
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04822
TaxesSchedule/TaxesDetail/Amt0127
TaxesSchedule/TaxesDetail/Amt15
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0127
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN A DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514546055
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARY ANN SIMPSON AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LIONEL S SIMPSON CHARITABLE FDTN
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0636184150
ReturnHeader/Filer/PhoneNum02514546055
ReturnHeader/Filer/USAddress/AddressLine1Txt051 KINGSWAY
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630927529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCSME PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02062 DAUPHIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514797482
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H SINGLETON CPA
ReturnHeader/ReturnTs02025-05-15T11:44:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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