Wm J & Julia M Edwards Foundation

Foundation · Grantmaker Petoskey, MI EIN: 38-2529635
Arts and cultureHealthHuman services

Wm J & Julia M Edwards Foundation is a private foundation focused on Arts and culture, based in Petoskey, MI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $280K in total assets. In 2025, it awarded 8 grants totaling $360K. Net investment income was $15K.

Key facts about Wm J & Julia M Edwards Foundation

EIN
38-2529635
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$360,000
Grants made (2025)
8
Average grant
$45,000
Median grant
$12,500
Total assets
$279,779
Primary geography
Michigan (94% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Wm J & Julia M Edwards Foundation funds

By grant dollars, the top recipient states for Wm J & Julia M Edwards Foundation's 8 itemized 2025 grants were Michigan (94%) and Florida (6%). The most frequent recipient cities were Petoskey, MI (3 grants) and Harbor Springs, MI (3 grants). None of its 8 grants with a stated purpose were described as general or operating support. Recurring purposes include "Educational" (3 grants).

How Wm J & Julia M Edwards Foundation gives

  • Giving fell 33% from 2022 to 2025. Method
  • In 2025 it paid out 686% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$280K

-27.2% YoY

Annual Giving

$360K

+30.9% YoY

Grant Count

8

+60.0% YoY

Avg Grant Size

$45K

-18.2% YoY

Under IRS private-foundation payout rules, Wm J & Julia M Edwards Foundation reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.

About Wm J & Julia M Edwards Foundation

Based on IRS filings

Wm J & Julia M Edwards Foundation is a private foundation focused on Arts and culture, based in Petoskey, MI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $280K in total assets. In 2025, it awarded 8 grants totaling $360K. Net investment income was $15K.

Focus Areas

Arts and cultureHealthHuman services
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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 8 itemized 2025 grant dollars.

Cities

PetoskeyHarbor SpringsJupiterBay Harbor

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$153K$305K$458K$610K20212022202320242025
Metric202520242023
Total Assets$279,779$384,414$470,951
Revenue$24,752$285,726$262,009
Expenses$369,571$280,789$331,595
Qualifying Distributions$360,000$275,000$325,000
Net Investment Income$15,181$279,937$255,414
Distributable Amount$52,451$63,496$84,773

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$135K$270K$405K$540K6 grants20216 grants20223 grants20235 grants20248 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

North Central Michigan College: $250KNorth Central Michigan College$250KHarbor Springs Public Schools: $50KHarbor Springs Public Schools$50KPetoskey Harbor Springs Comm Found: $20KPetoskey Harbor Springs CommFound$20KJupiter Medical Center Foundation: $20KJupiter Medical CenterFoundation$20KFirst Presbyterian Church of HS: $5KFirst Presbyterian Church ofHS$5KUnited Methodist Church of HS: $5KUnited Methodist Church of HS$5KPetoskey Childrens Nature Preschool: $5KPetoskey Childrens NaturePreschool$5KGreat Lakes Center for the Arts: $5KGreat Lakes Center for theArts$5K

Grant Size Distribution

28 grants across all recorded years

19<$50K2$50–100K1$100–250K6$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include North Central Michigan College ($250,000), Harbor Springs Public Schools ($50,000), Petoskey Harbor Springs Comm Found ($20,000).

RecipientPurposeAmount
NORTH CENTRAL MICHIGAN COLLEGE Petoskey, MIEDUCATIONAL$250,000
HARBOR SPRINGS PUBLIC SCHOOLS Harbor Springs, MIEDUCATIONAL$50,000
PETOSKEY HARBOR SPRINGS COMM FOUND Petoskey, MICOMMUNITY FOUNDATION$20,000
JUPITER MEDICAL CENTER FOUNDATION Jupiter, FLMEDICAL$20,000
FIRST PRESBYTERIAN CHURCH OF HS Harbor Springs, MIRELIGIOUS$5,000
UNITED METHODIST CHURCH OF HS Harbor Springs, MIRELIGIOUS$5,000
PETOSKEY CHILDRENS NATURE PRESCHOOL Petoskey, MIEDUCATIONAL$5,000
GREAT LAKES CENTER FOR THE ARTS Bay Harbor, MIARTS$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

NameTitleHoursCompensation
Linda E RileyPres/Sec/TRS——
Bruce a RileyDirector——
Stacey Riley BakerDirector——
Bruce P RileyDirector——
Lance C EdwardsDirector——
Anne E MerrillDirector——
Todd C WinnellAsst Treas——

Subject Areas

Focus areas based on grantmaking activity

Arts and cultureHealthHuman services

Frequently Asked Questions

What is Wm J & Julia M Edwards Foundation?

Wm J & Julia M Edwards Foundation is a private foundation focused on Arts and culture, based in Petoskey, MI. It holds $280K in total assets as of 2025.

How large is Wm J & Julia M Edwards Foundation?

As of 2025, Wm J & Julia M Edwards Foundation holds $280K in total assets with $25K in annual revenue. It awarded 8 grants totaling $360K in 2025.

Where does Wm J & Julia M Edwards Foundation operate?

Wm J & Julia M Edwards Foundation has awarded grants in Florida, Michigan.

What size grants does Wm J & Julia M Edwards Foundation award?

In 2025, Wm J & Julia M Edwards Foundation awarded 8 grants totaling $360K — an average of about $45K per grant, based on its IRS Form 990 filings.

How much is Wm J & Julia M Edwards Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Wm J & Julia M Edwards Foundation reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wm J & Julia M Edwards Foundation's EIN?

Wm J & Julia M Edwards Foundation's EIN (Employer Identification Number) is 38-2529635. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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