Civic Intelligence

The Edwards Charitable Foundation Trust

990PF • Fiscal year 2020 • EIN 81-7086863

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 08, 2021

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.

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

55th percentile

7.7%

Higher net margin than 55% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-90%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$339,548

Down $4,443 (-1.3%) from 2019

Net Assets

Down

$339,548

Down $4,443 (-1.3%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin55th percentile

Revenue

Down

$14,800

Down $139,487 (-90%) from 2019

Expenses

Down

$13,657

Down $4,662 (-25%) from 2019

Net Income

Down

$1,143

Down $134,825 (-99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2017: $154,941Liabilities 2017: $39,764Net Assets 2017: $115,1772017Assets 2018: $225,016Liabilities 2018: $39,764Net Assets 2018: $185,2522018Assets 2019: $343,991Liabilities 2019: $1Net Assets 2019: $343,9912019Assets 2020: $339,548Liabilities 2020: $1Net Assets 2020: $339,5482020Assets 2021: $591,858Liabilities 2021: $1Net Assets 2021: $591,8582021Assets 2022: $4,432Liabilities 2022: $1Net Assets 2022: $4,4322022Assets 2023: $550,080Liabilities 2023: $1Net Assets 2023: $550,0802023Assets 2024: $581,217Liabilities 2024: $0Net Assets 2024: $581,2172024

Highlighted filing

2020

Assets$339,548
Liabilities$1
Net Assets$339,548
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $152,894Expenses 2017: $37,717Net Income 2017: $115,1772017Revenue 2018: $108,320Expenses 2018: $22,746Net Income 2018: $85,5742018Revenue 2019: $154,287Expenses 2019: $18,319Net Income 2019: $135,9682019Revenue 2020: $14,800Expenses 2020: $13,657Net Income 2020: $1,1432020Revenue 2021: $22,864Expenses 2021: $17,470Net Income 2021: $5,3942021Revenue 2022: -$9,851Expenses 2022: $19,182Net Income 2022: -$29,0332022Revenue 2023: $1Expenses 2023: $24,144Net Income 2023: -$24,1432023Revenue 2024: $62,481Expenses 2024: $31,344Net Income 2024: $31,1372024

Highlighted filing

2020

Revenue$14,800
Expenses$13,657
Net Income$1,143
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R EDWARDSCo-Found Ttee-$0--
MARIE ANN BECKCo-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
2021-06-08
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
Raw XML Appendix321 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc164.94 Edgewood Growth Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2139.37 MFS Emerging Markets Debt Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32.86 Edgewood Growth Fund
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0339548
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016848
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0331924
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05131
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016848
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0336964
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0342095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES R EDWARDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIE ANN BECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-FOUND TTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-FOUND TTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt113935 HILLDALE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CONNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1VALLEY CENTER
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARIE BECK
IRS990PF/StatementsRegardingActyGrp/PhoneNum07608555805
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0http://www.edwardscharitablefoundation.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application Form available on-line
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE EDWARDS CHARITABLE FOUNDATION T
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd059827
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The 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/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES R EDWARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01635
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FUNDS FOR CHILDREN'S SUMMER READING PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Professionals Helmets
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FRIENDS DARBY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DARBY VOLUNTEER FIRE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 1/2 S MARSHALL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DARBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DARBY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159829
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04135
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05913
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023479
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012642
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05913
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014605
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025442
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01078
LandEtcSchedule2/LandEtcGrp/BookValueAmt01081
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02159
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01081
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05586
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0To adjust to beginning of year cost basis
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEB DESIGN & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1191
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0209
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13287
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2447
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0299
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13287
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3638
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt162
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt3139
TaxesSchedule/TaxesDetail/CategoryTxt0ATTY GEN RRF1
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt3IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt119
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt23
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt342
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt143
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt27
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt397
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-FOUND TTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDWARDS CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0817086863
ReturnHeader/Filer/PhoneNum07608555805
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 317
ReturnHeader/Filer/USAddress/CityNm0CONNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059827
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0950858589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hutchinson and Bloodgood LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 Hazard Center Drive Suite 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06198496500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Thompson CPA
ReturnHeader/ReturnTs02021-06-08T12:24:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EDWARDS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,548
Liabilities
$1
Net assets
$339,548
Revenue
$14,800
Expenses
$13,657
Net income
$1,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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