Wm J & Julia M Edwards Foundation
PETOSKEY, MI EIN: 38-2529635
Financial Overview
From 2025 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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 |
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 2025
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Wm J & Julia M Edwards Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LINDA E RILEY | PRES/SEC/TRS | — | — |
| BRUCE A RILEY | DIRECTOR | — | — |
| STACEY RILEY BAKER | DIRECTOR | — | — |
| BRUCE P RILEY | DIRECTOR | — | — |
| LANCE C EDWARDS | DIRECTOR | — | — |
| ANNE E MERRILL | DIRECTOR | — | — |
| TODD C WINNELL | ASST TREAS | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Michigan $2.0M (96%)
Florida $80K (4%)
Cities
Bay HarborHarbor SpringsJupiterPetoskey
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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