Nonprofit · EIN 81-7086863
EDWARDS CHARITABLE FOUNDATION TR
Also known as JAMES R EDWARDS TTEE
Tax-exempt · CONNER, MT 59827
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $143,238 | $61,759 | $81,479 | $862,142 | $0 | $862,142 |
| December 31, 2024 | 990-PF | $62,481 | $31,344 | $31,137 | $581,217 | $0 | $581,217 |
| December 31, 2023 | 990-PF | $0 | $24,144 | -$24,144 | $550,080 | $0 | $550,080 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $70,000
- Net gain from sales of assets
- $73,238
Expenses
- Grants and similar amounts paid
- $33,751
- Excise tax on investment income
- $1,485
Balance sheet and other
- Total assets, start of year
- $581,217
- Total assets, end of year
- $862,142
- Total liabilities, end of year
- $0
- Net assets, end of year
- $862,142
- Fair market value of assets
- $5,304
- Net investment income
- $133,317
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R EDWARDS PO BOX 317, CONNER, MT 59827 | CO-FOUNDER TRUSTEE | 4 | $0 |
| MARIE ANN BECK CO-FOUND T PO BOX 317, DARBY, MT 59829 | CO-FOUNDER TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R EDWARDS PO BOX 317, CONNER, MT 59827 | CO-FOUNDER TRUSTEE | 4 | $0 |
| MARIE ANN BECK CO-FOUND T PO BOX 317, DARBY, MT 59829 | CO-FOUNDER TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R EDWARDS PO BOX 317, CONNER, MT 59827 | CO-FOUNDER TRUSTEE | 4 | $0 |
| MARIE ANN BECK CO-FOUND T PO BOX 317, DARBY, MT 59829 | CO-FOUNDER TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 317, CONNER, MT 59827-0317
- In care of
- % JAMES EDWARDS
- Signed the 990-PF
- JAMES EDWARDS, TRUSTEE
- Phone
- (760) 855-5805
- Return prepared by
- Mary Lemons EA Inc
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-7086863
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $862,142
- Income (IRS master file)
- $107,760
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $143,238 | $61,759 | $862,142 | XML |
| 990-PF | December 2024 | $62,481 | $31,344 | $581,217 | XML |
| 990-PF | December 2023 | $0 | $24,144 | $550,080 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-7086863).
Questions about EDWARDS CHARITABLE FOUNDATION TR
- What is the EIN of EDWARDS CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of EDWARDS CHARITABLE FOUNDATION TR is 81-7086863.
- Is EDWARDS CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to EDWARDS CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARDS CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARDS CHARITABLE FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARDS CHARITABLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of EDWARDS CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does EDWARDS CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $143,238, expenses of $61,759 and total assets of $862,142 at year end.
Other nonprofits in CONNER
- AMERICAN CLASSICAL SCHOOLS OF MONTANA EIN 93-4854745 · last filed 990-EZ for 2026
- MONTANA CLASSICAL ACADEMY EIN 88-2396511 · last filed 990-N for 2024
- POLARIS CLASSICAL ACADEMY EIN 99-1372206 · last filed 990-N for 2025
All nonprofits in CONNER · Montana · Philanthropy, voluntarism and grantmaking foundations