The Edwards Charitable Foundation Trust
The Edwards Charitable Foundation Trust is a private foundation based in Conner, Montana. Its 2025 filing reports grants to Montana recipients for purposes including equipment purchases, community programs, education, and local assistance.
The Edwards Charitable Foundation Trust at a glance
In short: The Edwards Charitable Foundation Trust gave $34K across 10 grants in 2025 (avg $3K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $33,752
- +8.8% vs 2024
- Grants made (2025)
- 10
- +25.0% vs 2024
- Average grant
- $3,375
- -13.0% vs 2024
- Median grant
- $2,000
- Total assets
- $862,142
- +48.3% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to The Edwards Charitable Foundation Trust
- How to Apply
-
The 2024 filing names the foundation as the contact but does not specify an application form or materials. It says the foundation may prefer charitable organizations whose purposes generally benefit Montana, particularly Lake County and surrounding areas. The filing lists conservation, family-abuse assistance, support for active and non-active military, mental or physical needs, youth education, college scholarships for people with special needs, and support for local charities.
- Review Cycle
- The 2024 filing lists the deadline as “NA.”
- Deadline
- The 2024 filing lists the deadline as “NA.”
- Contact
Application contact: The Edwards Charitable Foundation T
Mailing address: PO Box 317, Conner, MT 59827
Phone: (760) 275-2257
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Edwards Charitable Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Chief Cliff FVD ($7K). Together the top 10 received $34K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
The 2024 filing states a preference for charitable organizations benefiting Montana, particularly Lake County and surrounding areas. All grant dollars itemized for filing year 2025 went to recipients in Montana.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
How The Edwards Charitable Foundation Trust gives
- Giving grew 134% from 2022 to 2025. Method
- In 2021 it paid out 27% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2018 to 2025, annual grant giving ranged from $4K (2020) to $34K (2025). In 2025 it made 10 grants totaling $34K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chief Cliff FVD Elmo, MT | Equipment Purchases | $6,643 |
| Soroptomist Hamilton, MT | Further Women in Business | $6,500 |
| Darby FVD Darby, MT | Equipment Purchases | $5,435 |
| Sula Rural FD Sula, MT | Equipment Purchases | $5,175 |
| Bitterrodder Scholarship Hamilton, MT | High School Scholarship Program for the Trades | $2,000 |
| Hamilton Players Hamilton, MT | Program Enhancements | $2,000 |
| Bitterroot Valley Chorus Hamilton, MT | Program Enhancements | $2,000 |
| Darby Bread Box Darby, MT | Funds for Groceries for Community | $2,000 |
| Darby Commuity Library Darby, MT | Childrens Reading Program | $1,000 |
| Kootenai Christen School Libby, MT | Assist in School Expenses | $999 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $862,142 | $143,238 | $61,759 | $33,752 | 10 | — | $106,801 | $31,585 |
| 2024 | $581,217 | $62,481 | $31,344 | $31,028 | 8 | — | $1,411 | $26,261 |
| 2023 | $550,080 | — | $24,144 | $12,500 | 3 | — | — | $2,526 |
| 2022 | $4,432 | $-9,851 | $19,182 | $14,395 | 3 | — | — | $27,562 |
| 2021 | $591,858 | $22,864 | $17,470 | $7,500 | 2 | $7,736 | $13,323 | $28,970 |
| 2020 | $339,548 | $14,800 | $13,657 | $4,135 | 2 | — | $7,059 | $16,750 |
| 2018 | $225,016 | $108,320 | $22,746 | $9,837 | 4 | — | — | $10,918 |
Under IRS private-foundation payout rules, The Edwards Charitable Foundation Trust reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 filing lists conservation, family-abuse assistance, support for active and non-active military, mental or physical needs, youth education, college scholarships for people with special needs, and support for local charities.
The grantees’ own descriptions illustrate some of the organizations supported. Hamilton Players says it presents theatrical productions using local talent and provides educational opportunities through the performing arts. Darby Bread Box says it provides monthly food boxes for emergency hunger relief in South Ravalli County, Montana.
Grantmaking
In filing year 2025, the foundation gave $33,752 through 10 grants. Grants ranged from $999 to $6,643, with a median grant of $2,000. The largest grants included $6,643 to Chief Cliff FVD and $5,435 to Darby FVD for equipment purchases; $6,500 to Soroptomist to further women in business; and $5,175 to Sula Rural FD for equipment purchases. Other grants included $2,000 each to Bitterrodder Scholarship, Hamilton Players, Bitterroot Valley Chorus, and Darby Bread Box.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists James R. Edwards and Marie Ann Beck as co-founder trustees.
The Edwards Charitable Foundation Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
James R. Edwards
Co-Founder Trustee
Co-Found Trustee → Co-Founder Trustee, 2021
On filings since 2018
4 hrs/week
No compensation reported
Marie Ann Beck Co-Found T.
Co-Founder Trustee
On filings since 2021
2 hrs/week
No compensation reported
Former officers (1)
- Former: Marie Ann Beck (2018–2020) — Co-Found Trustee
Data from IRS Form 990 filings, 2018–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Edwards Charitable Foundation Trust
How much does The Edwards Charitable Foundation Trust give each year?
The Edwards Charitable Foundation Trust gave $34K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 8 grants.
What is The Edwards Charitable Foundation Trust's typical grant size?
The Edwards Charitable Foundation Trust's median grant in 2025 was $2,000, and its average grant was $3,375, across 10 grants on its 2025 IRS Form 990-PF.
Where does The Edwards Charitable Foundation Trust give grants?
The Edwards Charitable Foundation Trust gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hamilton, MT (4 grants) and Darby, MT (3 grants).
Does The Edwards Charitable Foundation Trust give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on The Edwards Charitable Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Equipment Purchases" (3 grants).
Who are The Edwards Charitable Foundation Trust's largest grantees?
The Edwards Charitable Foundation Trust's largest 2025 grantees include Chief Cliff FVD ($6,643), Soroptomist ($6,500) and Darby FVD ($5,435), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is The Edwards Charitable Foundation Trust?
The Edwards Charitable Foundation Trust reported $862K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $143K.
What does The Edwards Charitable Foundation Trust fund?
No mission statement for the foundation is provided. Its 2024 filing lists conservation, family-abuse assistance, support for active and non-active military, mental or physical needs, youth education, college scholarships for people with special needs, and support for local charities. See mission & focus areas ↑
How do I apply for a grant from The Edwards Charitable Foundation Trust?
The 2024 filing names the foundation as the contact but does not specify an application form or materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is The Edwards Charitable Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Edwards Charitable Foundation Trust reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Edwards Charitable Foundation Trust's EIN?
The Edwards Charitable Foundation Trust's EIN (Employer Identification Number) is 81-7086863. IRS Form 990 filing data is available on this page for 2018–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2018 (received by the IRS December 9, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 31, 2026)
- IRS filings on file for fiscal years 2018–2025
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Figures come from The Edwards Charitable Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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