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Canterbury Methodist Foundation

Tax-deductible

Birmingham, AL501(c)(3)Since 1991 EIN 58-1998029Revenue $2.1M in FY2025Latest return filed May 15, 2026

On file with the IRSBirmingham, ALTax-exempt since Jun 1992Publicly supported charity — 170(b)(1)(A)(vi)

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The Foundation is organized for the purpose of supporting the ministry and operations of Canterbury United Methodist Church.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 58-1998029) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $694K a year · 29% of revenue · last 6 filings
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
97%
of spending
97% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
11.5 mo
of spending, in cash
Plus $12.0M in investments, Pt X · Ln 11–13
11.5 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $46K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
15
of 15 voting members
15 of 15 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$2.1M
+26% vs prior year
Spent
$1.7M
To programs
97%
Net assets
$13.7M
By yearFY2020–FY2025
Revenue
$2.1M
FY2025▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$2.4M
FY2022$1.7M
FY2023$4.9M
FY2024$1.6M
FY2025$2.1M
Expenses
$1.7M
FY2025▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.2M
FY2022$1.5M
FY2023$2.7M
FY2024$1.6M
FY2025$1.7M
Net assets
$13.7M
FY2025▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.8M
FY2021$11.0M
FY2022$11.2M
FY2023$13.4M
FY2024$13.4M
FY2025$13.7M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

990 PDF Support Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $1.7M Management & general 3% · $48K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Alan Lott
Co-Leader
$0Pt VII · Sec A
Charles Smith
Trustee Board Member
$0Pt VII · Sec A
Andrew Brown
Trustee Board Member
$0Pt VII · Sec A
Martha Thompson
Trustee Board Member
$0Pt VII · Sec A
Martha Elliott
Trustee Board Member
$0Pt VII · Sec A
Lee Mallette
Trustee Board Member
$0Pt VII · Sec A
Suzanne Wright
Trustee Board Member
$0Pt VII · Sec A
See Canterbury Methodist Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports religious, charitable, and educational activities in the greater Birmingham area.

Questions for Canterbury Methodist Foundation

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1 program · $1.7M · in their own filed words · FY2025
01

Engaged in various religious, charitable, and educational activities in the greater Birmingham area.

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 58-1998029) · Dispute this line
$1.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Natl Christian Charitable Fdn INCFY2024$38K
Vanguard Charitable Endowment ProgramFY2024$8K
Total grants receivedfrom 2 funders$46K
Grants paid · 6 grants · $6.5M · 2020–2025
Canterbury United Methodist ChurchFY2025$1,701,092
Canterbury United Methodist ChurchFY2024$1,565,418
Canterbury United Methodist ChurchFY2023$2,608,029
Canterbury United Methodist ChurchFY2022$206,428
Canterbury United Methodist ChurchFY2021$194,123
Canterbury United Methodist ChurchFY2020$233,334

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$1.4M
Investment incomeLn 3$497K
Other incomeLn 4–11$202K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.7M
Managementcol C$48K
Owns and owesPt X
$13.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$13.7M
LiabilitiesLn 26$0
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Investment incomeLn 3$497K
Other incomeLn 4–11$202K
Gains on assetsLn 7$202K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$32K
SavingsLn 2$1.6M
Cash and savings togetherLn 1–2$1.7M
InvestmentsLn 11–13$12.0M
Total assetsLn 16$13.7M
LiabilitiesLn 26$0
Net assetsLn 32$13.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.9M$1.7M
InvestmentsLn 11–13$11.5M$12.0M
Total assetsLn 16$13.4M$13.7M
LiabilitiesLn 26$0$0
Net assetsLn 32$13.4M$13.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.7M$1.7M
Investment management feesLn 11f$48K$48K
Total functional expensesLn 25$1.7M$1.7M$48K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 15, 2026 $2.1M$1.7M$319K$13.7M 990 PDF
FY2024Filed with the IRS May 13, 2025 $1.6M$1.6M$19K$13.4M 990 PDF
FY2023Filed with the IRS May 14, 2024 $4.9M$2.7M$2.2M$13.4M 990 PDF
FY2022Filed with the IRS May 11, 2023 $1.7M$1.5M$183K$11.2M 990 PDF
FY2021Filed with the IRS May 12, 2022 $2.4M$1.2M$1.2M$11.0M 990 PDF
FY2020Filed with the IRS May 7, 2021 $1.4M$1.2M$265K$9.8M 990 PDF

Schedules filed Part IV

A · Public support B · Donors I · Grants O · Explanations R · Related orgs
See the full FY2025 990
Part I · Summary $2,067,820 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,184,297$1,368,072
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $459,064$699,748
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,643,361$2,067,820
I-13 Grants and similar amounts paidPrior year $1,565,418$1,701,092
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $58,581$47,852
I-18 Total expensesPrior year $1,623,999$1,748,944
I-19 Revenue less expensesPrior year $19,362$318,876
Part VI · Governance 15 of 15 board members independent, 3 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $2,067,820 across 6 lines filed
VIII-1d Related organizations$161,908
VIII-1f All other contributions, gifts and grants$1,206,164
VIII-1h Total contributions, gifts and grants$1,368,072
VIII-3 Investment incomeExcluded from tax $497,455$497,455
VIII-7 Net gain or loss on sales of assetsRelated to mission $202,293$202,293
VIII-12 Total revenueRelated to mission $202,293 · Unrelated business $0 · Excluded from tax $497,455$2,067,820
Part IX · Statement of functional expenses $1,748,944 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $1,701,092$1,701,092
IX-11f Investment management feesManagement $47,852$47,852
IX-25 Total functional expensesPrograms $1,701,092 · Management $47,852 · Fundraising $0$1,748,944
Part X · Balance sheet $13,708,198 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $68,744$32,127
X-2 Savings and temporary cash investmentsStart of year $1,788,923$1,644,816
X-11 Publicly traded securitiesStart of year $11,531,655$12,031,255
X-16 Total assetsStart of year $13,389,322$13,708,198
X-26 Total liabilitiesStart of year $0$0
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $13,389,322$13,708,198
X-32 Total net assets or fund balancesStart of year $13,389,322$13,708,198
X-33 Total liabilities and net assetsStart of year $13,389,322$13,708,198
Part XI · Reconciliation of net assets $13,708,198 net assets at year end
XI-1 Total revenue$2,067,820
XI-2 Total expenses$1,748,944
XI-3 Revenue less expenses$318,876
XI-4 Net assets at start of year$13,389,322
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,708,198

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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