William J And Julia M Edwards Foundation

  • Petoskey, MI
  • Tax-exempt since April 1985
  • EIN: 38-2529635

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,752
Expenses
$369,571
Net Income
-$344,819
Net Assets
$39,595
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,404
5.7%
Dividends $23,348
94.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $360,000
97.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $279,779
Total Liabilities $240,184
Net Assets $39,595
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on June 19, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$285,726
Expenses
$280,789
Net Income
$4,937
Net Assets
$384,414
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $193
0.1%
Dividends $28,998
10.1%
Sales of Assets $256,535
89.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $275,000
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $384,414
Total Liabilities $0
Net Assets $384,414
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on July 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$262,009
Expenses
$331,595
Net Income
-$69,586
Net Assets
$379,477
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $591
0.2%
Dividends $41,192
15.7%
Sales of Assets $220,226
84.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $325,000
98.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $470,951
Total Liabilities $91,474
Net Assets $379,477
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on July 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,859
Expenses
$554,844
Net Income
-$504,985
Net Assets
$449,063
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $870
1.7%
Dividends $48,966
98.2%
Sales of Assets $23
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $540,000
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $916,388
Total Liabilities $467,325
Net Assets $449,063
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on June 24, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$498,724
Expenses
$546,364
Net Income
-$47,640
Net Assets
$954,047
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $867
0.2%
Dividends $62,753
12.6%
Sales of Assets $435,104
87.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $540,000
98.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $954,048
Total Liabilities $1
Net Assets $954,047
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on June 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$309,034
Expenses
$432,586
Net Income
-$123,552
Net Assets
$1,001,687
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,926
0.6%
Dividends $62,318
20.2%
Sales of Assets $244,790
79.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $425,000
98.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,001,688
Total Liabilities $1
Net Assets $1,001,687
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on June 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$384,509
Expenses
$515,911
Net Income
-$131,402
Net Assets
$1,125,240
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,941
0.5%
Dividends $63,261
16.5%
Sales of Assets $319,307
83.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $505,000
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,125,240
Total Liabilities $0
Net Assets $1,125,240
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on June 25, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$389,968
Expenses
$579,320
Net Income
-$189,352
Net Assets
$1,256,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,966
0.5%
Dividends $69,911
17.9%
Sales of Assets $318,091
81.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $575,000
99.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,256,642
Total Liabilities $0
Net Assets $1,256,642
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on June 29, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,834
Expenses
$128,850
Net Income
-$59,016
Net Assets
$1,445,994
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,420
3.5%
Dividends $67,414
96.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $125,000
97.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,445,994
Total Liabilities $0
Net Assets $1,445,994
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Julia B Edwards (Director) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,588
Expenses
$115,596
Net Income
-$38,008
Net Assets
$1,505,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,858
6.3%
Dividends $64,106
82.6%
Sales of Assets $8,624
11.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,000
95.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,505,010
Total Liabilities $0
Net Assets $1,505,010
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Julia B Edwards (Director) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Todd C Winnell (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 30, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,051
Expenses
$84,320
Net Income
-$18,269
Net Assets
$1,543,018
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,783
8.8%
Dividends $61,570
93.2%
Sales of Assets -$1,302
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,000
94.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,543,018
Total Liabilities $0
Net Assets $1,543,018
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Julia B Edwards (Director) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Joseph L Ruth (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on June 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,400
Expenses
$109,900
Net Income
-$48,500
Net Assets
$1,561,287
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,019
8.2%
Dividends $55,098
89.7%
Sales of Assets $1,283
2.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,000
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,561,287
Total Liabilities $0
Net Assets $1,561,287
Compensation
Key Employees and Officers Compensation Other
Linda E Riley (Pres/Sec/Trs) $0 $0
Julia B Edwards (Director) $0 $0
Bruce A Riley (Director) $0 $0
Stacey Riley Baker (Director) $0 $0
Bruce P Riley (Director) $0 $0
Lance C Edwards (Director) $0 $0
Anne E Merrill (Director) $0 $0
Joseph L Ruth (Asst Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,556
Expenses
$83,695
Net Income
-$15,139
Net Assets
$1,609,786
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17,044
24.9%
Dividends $44,752
65.3%
Sales of Assets $6,760
9.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,000
95.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,609,787
Total Liabilities $1
Net Assets $1,609,786

Document Links

990-PF
Filed on Dec. 3, 2013

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,387
Expenses
$79,249
Net Income
-$22,862
Net Assets
$1,624,925
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,259
16.4%
Dividends $40,268
71.4%
Sales of Assets $6,860
12.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,000
94.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,624,926
Total Liabilities $1
Net Assets $1,624,925

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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