Civic Intelligence

Edwards Memorial Trust

990T • Fiscal year 2024 • EIN 41-6011292

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 30, 2025

PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8040

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $15,130,560Liabilities 2010: $15,0102010Assets 2011: $15,981,343Liabilities 2011: $17,1002011Assets 2012: $15,778,095Liabilities 2012: $02012Assets 2013: $15,285,700Liabilities 2013: $02013Assets 2014: $15,178,573Liabilities 2014: $02014Assets 2015: $14,892,344Liabilities 2015: $02015Assets 2019: $14,528,696Liabilities 2019: $02019Assets 2020: $15,032,562Liabilities 2020: $0Net Assets 2020: $15,032,5622020Assets 2021: $15,378,337Liabilities 2021: $0Net Assets 2021: $15,378,3372021Assets 2022: $14,578,320Liabilities 2022: $0Net Assets 2022: $14,578,3202022Assets 2023: $13,991,717Liabilities 2023: $0Net Assets 2023: $13,991,7172023Assets 2024: $14,488,031Liabilities 2024: $0Net Assets 2024: $14,488,0312024

Latest loaded filing

2024

Assets$14,488,031
Liabilities$0
Net Assets$14,488,031

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $761,518Expenses 2010: $1,051,282Net Income 2010: -$289,7642010Revenue 2011: $2,036,083Expenses 2011: $1,187,392Net Income 2011: $848,6912011Revenue 2012: $810,543Expenses 2012: $996,692Net Income 2012: -$186,1492012Revenue 2013: $574,107Expenses 2013: $1,066,506Net Income 2013: -$492,3992013Revenue 2014: $1,147,343Expenses 2014: $1,254,471Net Income 2014: -$107,1282014Revenue 2015: $856,132Expenses 2015: $1,142,500Net Income 2015: -$286,3682015Revenue 2019: $915,948Expenses 2019: $892,286Net Income 2019: $23,6622019Revenue 2020: $1,631,813Expenses 2020: $1,127,636Net Income 2020: $504,1772020Revenue 2021: $1,520,602Expenses 2021: $1,190,024Net Income 2021: $330,5782021Revenue 2022: $692,029Expenses 2022: $1,511,001Net Income 2022: -$818,9722022Revenue 2023: $1,173,591Expenses 2023: $1,763,330Net Income 2023: -$589,7392023Revenue 2024: $1,524,225Expenses 2024: $1,023,767Net Income 2024: $500,4582024

Latest loaded filing

2024

Revenue$1,524,225
Expenses$1,023,767
Net Income$500,458
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Filing and Contact Details

Filer

Filer Name
Edwards Memorial Trust
EIN
41-6011292
Phone
6514668040
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668040
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix70 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
IRS990T/BalanceDueAmt073
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NATIONAL ASSOCIATION
IRS990T/BooksInCareOfDetail/PhoneNum08554524018
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 E FIFTH ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd055101
IRS990T/BookValueAssetsEOYAmt014488031
IRS990T/CharitableContributionsDedAmt01725
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/OtherDeductionsAmt00
IRS990TScheduleA/OtherIncomeAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt03450
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt03450
IRS990TScheduleA/TotUnrltTrdBusIncmAmt03450
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0KOHLBERG TE INVESTORS IX LP
IRS990TScheduleA/UBIBeforeNOLDedAmt03450
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03450
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt073
IRS990T/TaxLessCreditsAmt073
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt073
IRS990T/TotalTaxComputationAmt073
IRS990T/TotalUBTIAmt0725
IRS990T/TotalUBTIBeforeNOLSpecificAmt01725
IRS990T/TotalUBTIBeforeSection199AAmt01725
IRS990T/TotalUBTIComputedAmt03450
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06514668040
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARDS MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0416011292
ReturnHeader/Filer/PhoneNum06514668040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-09T14:01:30-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.52$1.02$0.50
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$1.17$1.76$0.59
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$0.69$1.51$0.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$1.52$1.19$0.33
2020Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.63$1.13$0.50
2019Summary only. Only limited summary data is available for this year.$14.5$0.00$0.92$0.89$0.02
2015Summary only. Only limited summary data is available for this year.$14.9$0.00$0.86$1.14$0.29
2014Summary only. Only limited summary data is available for this year.$15.2$0.00$1.15$1.25$0.11
2013Summary only. Only limited summary data is available for this year.$15.3$0.00$0.57$1.07$0.49
2012Summary only. Only limited summary data is available for this year.$15.8$0.00$0.81$1.00$0.19
2011Summary only. Only limited summary data is available for this year.$16.0$0.02$2.04$1.19$0.85
2010Summary only. Only limited summary data is available for this year.$15.1$0.02$0.76$1.05$0.29