The Edwards Charitable Foundation Trust

990PF • Fiscal year 2019 • EIN 81-7086863

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile

PO Box 317Conner, MT 59827

(760) 855-5805

Siviq Scores

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

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

88%

Higher net margin than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

53%

Faster asset growth than 87% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

42%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets59th percentile

Assets

$343,991

Up $118,975 (+53%) from 2018

Net Assets

$343,991

Up $158,739 (+86%) from 2018

Liabilities

Down

Down $39,763 (-100%) from 2018

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin97th percentile

Revenue

$154,287

Up $45,967 (+42%) from 2018

Expenses

Down

$18,319

Down $4,427 (-19%) from 2018

Net Income

$135,968

Up $50,394 (+59%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

Highlighted filing

2019

Assets$343,991

Liabilities$1

Net Assets$343,991

Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

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

Highlighted filing

2019

Revenue$154,287

Expenses$18,319

Net Income$135,968

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Nov 12, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES R EDWARDS	Co-Found Ttee	-	$0	-	-
MARIE ANN BECK	Co-Found Ttee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Edwards Charitable Foundation Trust
EIN: 81-7086863
Phone: 7608555805
Address: PO BOX 317, CONNER, MT 59827

Signing Officer

Name: James R Edwards
Title: Co-found Ttee
Signed: 2020-11-12
Discuss with paid preparer: Yes

Preparer

Firm: Hutchinson and Bloodgood LLP
Address: 7676 Hazard Center Drive Suite 1150, San Diego, CA 92108
Preparer: David Thompson CPA
Phone: 6198496500

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JAMES R EDWARDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARIE ANN BECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	CO-FOUND TTEE
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	MARIE BECK
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7608555805
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	http://www.edwardscharitablefoundation.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Application Form available on-line
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	THE EDWARDS CHARITABLE FOUNDATION T
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	7602752257
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	59827
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	The Edwards Charitable Foundation Trust may provide preference for Charitable organizations having Charitable Purposes that generally benefit the geographic area of the State of Montana, and particularly Lake County and the surrounding areas thereto, including support of the following specific causes:{1) Programs in support of the following causes:{i) River and/or lake enhancement, fish and wildlife conservation, and environmental conservation;{ii) Child, women and/or family abuse prevention and education;(iii) Assistance to active and non-active military and their families;(iv) Assistance to persons with mental or physical special needs including persons born with disabilities and military veterans with acquired disabilities; {v) Youth education and/or youth sports (including equipment and fields); and {vi) Financial scholarships for persons in financial need to attend college, university and/or a trade school.(2) Support for the following charitable entities:{i) Local libraries;{ii)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	JAMES R EDWARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	3610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	3420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROVIDE FUNDS FOR CHILDREN'S SUMMER READING PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Equipment to Outfit 1994 GMCFor Wild-land, Urban Interface,Structure Protection, Hwy Use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Professionals Helmets
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	FRIENDS DARBY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	CHIEF CLIFF VOLUNTEER FIRE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	DARBY VOLUNTEER FIRE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	101 1/2 S MARSHALL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 61
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	500 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	DARBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	PROCTOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	DARBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	59829
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	59929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	59829
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	9220
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	10974
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	14871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	3897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	27376
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	3897
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	25442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	23479
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10974
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	25442
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	29339
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	JAMES R EDWARDS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO BOX 317
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	CONNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	MT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	59827
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	140000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	770
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	1389
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	2159
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	WEB DESIGN & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	131
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	62
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	305
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	2874
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	435
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	2874
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	208
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2108
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	LEGAL & PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	632
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1476
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	JAMES R EDWARDS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	PO BOX 317
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	CONNER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	MT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	59827
TaxesSchedule/TaxesDetail/Amt	0	50
TaxesSchedule/TaxesDetail/Amt	1	69
TaxesSchedule/TaxesDetail/Amt	2	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	ATTY GEN RRF1
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	2	FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	15
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	3
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	35
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	69
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	7
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES R EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-FOUND TTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE EDWARDS CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	EDWA
ReturnHeader/Filer/EIN	0	817086863
ReturnHeader/Filer/PhoneNum	0	7608555805
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 317
ReturnHeader/Filer/USAddress/CityNm	0	CONNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MT
ReturnHeader/Filer/USAddress/ZIPCd	0	59827
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	950858589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Hutchinson and Bloodgood LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	7676 Hazard Center Drive Suite 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92108
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6198496500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	David Thompson CPA
ReturnHeader/ReturnTs	0	2020-11-12T08:41:42-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $343,991
Liabilities: $1
Net assets: $343,991
Revenue: $154,287
Expenses: $18,319
Net income: $135,968

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.81	$0.00	$5.81	$0.62	$0.31	$0.31
2023Detailed filing. Detailed filing data is available for this year.	$5.50	$0.00	$5.50	$0.00	$0.24	$0.24
2022Detailed filing. Detailed filing data is available for this year.	$0.04	$0.00	$0.04	$0.10	$0.19	$0.29
2021Detailed filing. Detailed filing data is available for this year.	$5.92	$0.00	$5.92	$0.23	$0.17	$0.05
2020Detailed filing. Detailed filing data is available for this year.	$3.40	$0.00	$3.40	$0.15	$0.14	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$3.44	$0.00	$3.44	$1.54	$0.18	$1.36
2018Detailed filing. Detailed filing data is available for this year.	$2.25	$0.40	$1.85	$1.08	$0.23	$0.86
2017Detailed filing. Detailed filing data is available for this year.	$1.55	$0.40	$1.15	$1.53	$0.38	$1.15