EIN 41-6011292

Edwards Memorial Trust

Name: Edwards Memorial Trust financials for 2022
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

Grantmaking|Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(3)

Num. employees

City

Milwaukee

State

Wisconsin

Year formed

1975

Most recent tax filings

2022-12-01

NTEE code, primary

T20: Private Foundations

Description

The Edwards Memorial Trust is a private foundation located in Milwaukee, WI. The trustee is N.a. Us Bank. The trust made $790,125 in annual grants last year.

Total revenues

$692,029

2022

Total expenses

$1,511,001

2022

Total assets

$14,578,320

2022

Num. employees

2022

Grants made by Edwards Memorial Trust

Grantee	Grant description	Grant year	Amount
Children's Health Care Foundation	General Operating	2022-12	$250,000
University of Minnesota Foundation (UMF)	General Operating	2022-12	$120,000
Hamm Memorial Psychiatric Clinic	General Operating	2022-12	$50,000
...and 30 more grants made totalling $935,955

Personnel at Edwards Memorial Trust

Name	Title	Date of data
U S Bank N A By	Trustee	2023-05-08

Financials for Edwards Memorial Trust

Revenues	FYE 12/2022	FYE 12/2021	% Change
Total grants, contributions, etc.	$0	$0	-
Investment income and dividends	$463,488	$443,742	4.4%
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$213,521	$1,074,766	-80.1%
Gross sales of inventory	$0	$0	-
Miscellaneous revenues	$15,020	$2,094	617.3%
Total revenues	$692,029	$1,520,602	-54.5%

Form 990s for Edwards Memorial Trust

Fiscal year ending	Date received by IRS	Form	PDF link
2022-12	2023-05-08	990PF	View PDF
2021-12	2022-10-27	990PF	View PDF
2020-12	2021-11-02	990PF	View PDF
2019-12	2021-05-04	990PF	View PDF
2018-12	2019-12-17	990PF	View PDF
...and 8 more Form 990s

Organizations like Edwards Memorial Trust

Organization	Type	Location	Revenue
Duda Family Foundation	501(c)(3)	Rochester, NY	$194,582
The Greene-Sawtell Foundation	501(c)(3)	Orlando, FL	$1,063,476
TR Walter Rich Et Al Mem FD Uw	501(c)(3)	Orlando, FL	$874,274
The Gartner Family Charitable Trust	501(c)(3)	New York, NY	$561,869
Jonathan Bruce Bredin Foundation 033942-000	501(c)(3)	Wilmington, DE	$313,910
Benjamin J Rosenthal Foundation	501(c)(3)	Deerfield, IL	$429,346
Johnson Henry and Helen Scholar PFDN	501(c)(3)	Brooklyn, OH	$225,501
Kinney Memorial Foundation	501(c)(3)	Pittsburgh, PA	$285,133
The Lorant Charitable Foundation	501(c)(3)	North Andover, MA	$372,041
DE French Foundation	501(c)(3)	Auburn, NY	$318,850

Data update history

July 14, 2023

Posted financials

Added Form 990PF for fiscal year 2021

July 11, 2023

Posted financials

Added Form 990PF for fiscal year 2022

June 14, 2023

Posted financials

Added Form 990PF for fiscal year 2020

June 2, 2023

Updated personnel

Identified 2 new personnel

August 18, 2021

Posted financials

Added Form 990PF for fiscal year 2019

Nonprofit Types

Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities

Issues

No issues found

Characteristics

Provides grantsPartially liquidatedState / local levelTax deductible donations

General information

Address: PO Box 0634; Milwaukee, WI 53201
Metro area: Milwaukee-Waukesha, WI
County: Milwaukee County, WI
Phone: (651) 466-8040

IRS details

EIN: 41-6011292
Fiscal year end: December
Taxreturn type: Form 990-PF
Year formed: 1975
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: T20: Private Foundations
NAICS code, primary: 813211: Grantmaking Foundations
Parent/child status: Independent

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Edwards Memorial Trust

Grants made by Edwards Memorial Trust

Personnel at Edwards Memorial Trust

Financials for Edwards Memorial Trust

Form 990s for Edwards Memorial Trust

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