The Edwards Charitable Foundation Trust
The Edwards Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CONNER, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $581K in total assets. In 2024, it awarded 8 grants totaling $31K. Net investment income was $1K.
Key facts about The Edwards Charitable Foundation Trust
- EIN
- 81-7086863
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $31,028
- Grants made (2024)
- 8
- Average grant
- $3,879
- Median grant
- $3,510
- Total assets
- $581,217
- Primary geography
- Montana (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who The Edwards Charitable Foundation Trust funds
By grant dollars, the top recipient states for The Edwards Charitable Foundation Trust's 8 itemized 2024 grants were Montana (100%). The most frequent recipient cities were Darby, MT (3 grants) and Hamilton, MT (2 grants). None of its 8 grants with a stated purpose were described as general or operating support.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$581K
+5.7% YoY
Annual Giving
$31K
+148.2% YoY
Grant Count
8
+166.7% YoY
Avg Grant Size
$4K
-6.9% YoY
Under IRS private-foundation payout rules, The Edwards Charitable Foundation Trust reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
About The Edwards Charitable Foundation Trust
Based on IRS filings
The Edwards Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CONNER, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $581K in total assets. In 2024, it awarded 8 grants totaling $31K. Net investment income was $1K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $581,217 | $550,080 | $4,432 |
| Revenue | $62,481 | — | $-9,851 |
| Expenses | $31,344 | $24,144 | $19,182 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,411 | — | — |
| Distributable Amount | $26,261 | $2,526 | $27,562 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Darby Volunteer Fd ($7,963), Soroptomist ($4,500), Sula Rural Vfd ($4,390).
| Recipient | Purpose | Amount |
|---|---|---|
| DARBY VOLUNTEER FD DARBY, MT | EQUIPMENT PURCHASE | $7,963 |
| SOROPTOMIST HAMILTON, MT | FURHER WOMEN IN BUSINESS | $4,500 |
| SULA RURAL VFD SULA, MT | EQUIPMENT PURCHASES | $4,390 |
| CHIEF CLIFF VFD ELMO, MT | EQUIPMENT PURCHASES | $4,020 |
| BITTERROOT HUMAN SOCIETY HAMILTON, MT | ASSIST IN PET RELOCATION | $3,000 |
| DARBY BREAD BOX DARBY, MT | FUNDS FOR GROCERIES FOR COMMUNITY | $3,000 |
| FRIENDS OF THE DARBY LIBRARY DARBY, MT | SUMMER READING PROGRAM | $2,355 |
| VICTOR VFD VICTOR, MT | EQUIPMENT PURCHASE | $1,800 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES R EDWARDS | CO-FOUNDER TRUSTEE | 4 | — |
| MARIE ANN BECK CO-FOUND T | CO-FOUNDER TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Edwards Charitable Foundation Trust?
The Edwards Charitable Foundation Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CONNER, MT. It holds $581K in total assets as of 2024.
How large is The Edwards Charitable Foundation Trust?
As of 2024, The Edwards Charitable Foundation Trust holds $581K in total assets with $62K in annual revenue. It awarded 8 grants totaling $31K in 2024.
Where does The Edwards Charitable Foundation Trust operate?
The Edwards Charitable Foundation Trust has awarded grants in Montana.
What size grants does The Edwards Charitable Foundation Trust award?
In 2024, The Edwards Charitable Foundation Trust awarded 8 grants totaling $31K — an average of about $4K per grant, based on its IRS Form 990 filings.
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 2024, The Edwards Charitable Foundation Trust reported a distributable amount of $26K 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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Edwards Charitable Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.