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Nonprofit · EIN 38-2529635

WILLIAM J AND JULIA M EDWARDS FOUNDATION

Tax-exempt · PETOSKEY, MI 49770

Financials

$286K$281K2023$25K$370K2024$232K$6K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM J AND JULIA M EDWARDS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$231,963$5,650$226,313$265,908$0$265,908
April 30, 2025990-PF$24,752$369,571-$344,819$279,779$240,184$39,595
April 30, 2024990-PF$285,726$280,789$4,937$384,414$0$384,414
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$22,378
Interest
$868
Net gain from sales of assets
$208,717

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$3,146

Balance sheet and other

Total assets, start of year
$279,779
Total assets, end of year
$265,908
Total liabilities, end of year
$0
Net assets, end of year
$265,908
Fair market value of assets
$1,014,083
Net investment income
$231,963

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
LINDA E RILEY
2720 DONALD ROSS ROAD APT 513, PALM BEACH GARDENS, FL 33410
PRES/SEC/TRS0$0
BRUCE A RILEY
2720 DONALD ROSS ROAD APT 513, PALM BEACH GARDENS, FL 33410
DIRECTOR0$0
STACEY RILEY BAKER
139 SUNSET RIDGE ROAD, NORTHFIELD, IL 60093
DIRECTOR0$0
BRUCE P RILEY
65 LAKE FOREST DRIVE, ST LOUIS, MO 63117
DIRECTOR0$0
LANCE C EDWARDS
2127 QUAETHEM DRIVE, WILDWOOD, MO 63005
DIRECTOR0$0
ANNE E MERRILL
7844 STONE FARM ROAD, HARBOR SPRINGS, MI 49740
DIRECTOR0$0
TODD C WINNELL
2301 MITCHELL PARK DRIVE, PETOSKEY, MI 49770
ASST TREAS0$0
990-PF for the year ended April 30, 2025: 7 people
NameTitleHours / weekCompensation
LINDA E RILEY
2720 DONALD ROSS ROAD APT 513, PALM BEACH GARDENS, FL 33410
PRES/SEC/TRS0$0
BRUCE A RILEY
2720 DONALD ROSS ROAD APT 513, PALM BEACH GARDENS, FL 33410
DIRECTOR0$0
STACEY RILEY BAKER
139 SUNSET RIDGE ROAD, NORTHFIELD, IL 60093
DIRECTOR0$0
BRUCE P RILEY
65 LAKE FOREST DRIVE, ST LOUIS, MO 63117
DIRECTOR0$0
LANCE C EDWARDS
2127 QUAETHEM DRIVE, WILDWOOD, MO 63005
DIRECTOR0$0
ANNE E MERRILL
7844 STONE FARM ROAD, HARBOR SPRINGS, MI 49740
DIRECTOR0$0
TODD C WINNELL
2301 MITCHELL PARK DRIVE, PETOSKEY, MI 49770
ASST TREAS0$0
990-PF for the year ended April 30, 2024: 7 people
NameTitleHours / weekCompensation
LINDA E RILEY
2720 DONALD ROSS ROAD APT 513, PALM BEACH GARDENS, FL 33410
PRES/SEC/TRS0$0
BRUCE A RILEY
2720 DONALD ROSS ROAD APT 513, PALM BEACH GARDENS, FL 33410
DIRECTOR0$0
STACEY RILEY BAKER
139 SUNSET RIDGE ROAD, NORTHFIELD, IL 60093
DIRECTOR0$0
BRUCE P RILEY
65 LAKE FOREST DRIVE, ST LOUIS, MO 63117
DIRECTOR0$0
LANCE C EDWARDS
2127 QUAETHEM DRIVE, WILDWOOD, MO 63005
DIRECTOR0$0
ANNE E MERRILL
7844 STONE FARM ROAD, HARBOR SPRINGS, MI 49740
DIRECTOR0$0
TODD C WINNELL
2301 MITCHELL PARK DRIVE, PETOSKEY, MI 49770
ASST TREAS0$0

Address and contacts

Address (IRS master file)
2301 MITCHELL PARK DR, PETOSKEY, MI 49770-9600
Signed the 990-PF
LINDA E RILEY, PRES/SEC/TRS
Phone
(231) 347-3963
Return prepared by
KLEPADLO WINNELL NUORALA PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
38-2529635
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1985
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$265,908
Income (IRS master file)
$288,429

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$231,963$5,650$265,908XML
990-PFApril 2025$24,752$369,571$279,779XML
990-PFApril 2024$285,726$280,789$384,414XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2529635).

Questions about WILLIAM J AND JULIA M EDWARDS FOUNDATION

What is the EIN of WILLIAM J AND JULIA M EDWARDS FOUNDATION?
The employer identification number (EIN) of WILLIAM J AND JULIA M EDWARDS FOUNDATION is 38-2529635.
Is WILLIAM J AND JULIA M EDWARDS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to WILLIAM J AND JULIA M EDWARDS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM J AND JULIA M EDWARDS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM J AND JULIA M EDWARDS FOUNDATION due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM J AND JULIA M EDWARDS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of WILLIAM J AND JULIA M EDWARDS FOUNDATION?
The 990-PF for the year ended April 30, 2026 lists 7 people; 0 received compensation from the organization.
How much revenue does WILLIAM J AND JULIA M EDWARDS FOUNDATION have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $231,963, expenses of $5,650 and total assets of $265,908 at year end.

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