EDWARD JONES FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD JONES FOUNDATION (EIN 43-1595600)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202343129349101119
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T10:35:45-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 W NATIONWIDE BLVD STE 500 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431595600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 3145152000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66541 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631666541 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW T MIEDLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3145152000 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | MIEDLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOLLIE P LONGHOUSE | PreparerPersonNm |
| PTIN | P00294881 | PTIN |
| Phone | 6142492300 | PhoneNum |
| Preparation | 2023-10-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,507,694 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,046,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,070,404 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,070,404 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$956,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,321,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,625,809 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,159,593 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,696,213 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $211,522 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,965,605 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,465,355 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,178,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,465,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,981,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,696,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $483,886 | CashBOYAmt |
| Cash EOY | $579,353 | CashEOYAmt |
| Cash EOYFMV | $579,353 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,442,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,164,753 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,070,828 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,986,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,566,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,634,654 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $24,486 | OtherAssetsBOYAmt |
| Other Assets EOY | $222,859 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $222,859 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,937,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,533,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,507,694 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $384,750 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $384,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $57,552,856 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $77,533,882 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,552,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,533,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,937,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,533,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,552,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,981,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $77,533,882 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $77,533,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $51,321,544 | GrossSalesPriceAmt |
| Cost Or Other Basis | $46,695,735 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,625,809 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,625,809 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,625,809 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $154,821 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $194,821 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $115,644 | OverpaymentAmt |
| Applied To ES Tax | $115,644 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD D JONES CO LP | IndividualWithBooksNm |
| Phone | 3145152000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12555 MANCHESTER ROAD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631313710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PENNY PENNINGTON | ||||||||
| PO BOX 66541 | ST LOUIS | MO | 631666541 | CHAIRMAN | 0.10 | $0 | $0 | $0 |
| ANDREW MIEDLER | ||||||||
| PO BOX 66541 | ST LOUIS | MO | 631666541 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,016,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,066,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,083,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,083,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,036,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,047,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,402,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,402,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,177 | TotalTaxAmt |
| Distributable Before Adj | $3,323,204 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $115,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,438,204 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,438,204 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,465,355 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,465,355 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,438,204 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,175,151 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,803,017 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,405,326 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,788,627 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,737,956 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,910,077 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,465,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,438,204 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,027,151 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $50,937,228 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,175,151 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,762,077 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,803,017 | ExcessFromYear4Amt |
| Excess From Year3 | $6,405,326 | ExcessFromYear3Amt |
| Excess From Year2 | $9,788,627 | ExcessFromYear2Amt |
| Excess From Year1 | $10,737,956 | ExcessFromYear1Amt |
| Excess From Current Year | $12,027,151 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (203 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A GIFT FOR TEACHING INC | |||||||
| 6501 MAGIC WAY BLDG 400C | ORLANDO | FL | 328095677 | PC | EDUCATION | $10,000 | |
| ALZHEIMERS & PARKINSONS ASSOCIATION OF THE TREASURE COAST INC | |||||||
| 802 SE CAMELOT GARDENS BLVD | PORT ST LUCIE | FL | 349524705 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| ALZHEIMER'S ASSOCIATION - ST LOUIS CHAPTER | |||||||
| 225 N MICHIGAN AVE SUITE 1700 | CHICAGO | IL | 606017633 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| ALZHEIMER'S ASSOCIATION ORANGE COUNTY CHAPTER | |||||||
| 225 N MICHIGAN AVE SUITE 1700 | CHICAGO | IL | 606017633 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||
| 225 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | PC | HEALTH/HUMAN SERVICES | $5,000 | 1700 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | PC | HEALTH/HUMAN SERVICES | $1,937 | |
| AMERICAN CANCER SOCIETY-ILLINOIS | |||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | KENNESAW | GA | 30144 | PC | HEALTH/HUMAN SERVICES | $500 | 200 |
| AMERICAN CANCER SOCIETY-MISSOURI | |||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | KENNESAW | GA | 30144 | PC | HEALTH/HUMAN SERVICES | $35,000 | 200 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DR SUITE 1150 | CHICAGO | IL | 60601 | PC | HEALTH/HUMAN SERVICES | $1,000 | |
| AMERICAN RED CROSS - ST LOUIS AREA | |||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | PC | COMMUNITY SERVICE | $100,000 | |
| ANNIE MALONE CHILDREN AND FAMILY SERVICE CENTER | |||||||
| 2612 ANNIE MALONE DR | SAINT LOUIS | MO | 631132929 | PC | HEALTH/HUMAN SERVICES | $2,000 | |
| APLA HEALTH & WELLNESS | |||||||
| 611 S KINGSLEY DR | LOS ANGELES | CA | 900052319 | PC | HEALTH/HUMAN SERVICES | $500 | |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD SUITE 405B | PHOENIX | AZ | 850163431 | PC | COMMUNITY SERVICE | $1,500 | |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE STREET NE | ATLANTA | GA | 30309 | PC | HEALTH/HUMAN SERVICES | $500 | |
| ASSISI HOUSE | |||||||
| 6200 MAPLE AVE | SAINT LOUIS | MO | 631303305 | PC | HEALTH/HUMAN SERVICES | $5,000 | |
| ASSISTANCE LEAGUE OF ST LOUIS | |||||||
| 30 HENRY AVE | ELLISVILLE | MO | 630112187 | PC | COMMUNITY SERVICE | $25,000 | |
| ATHENA OF THE TRIANGLE | |||||||
| PO BOX 1441 | FUQUAY VARINA | NC | 275261441 | PC | COMMUNITY SERVICE | $1,000 | |
| BACOT MCCARTY FOUNDATION | |||||||
| 1502 JACKSON AVE | PASCAGOULA | MS | 395674351 | PC | COMMUNITY SERVICE | $1,500 | |
| BARBS DOG RESCUE INC | |||||||
| PO BOX 116 | LUKEVILLE | AZ | 85341 | PC | COMMUNITY SERVICE | $1,500 | |
| BAXSTRONG FOUNDATION INC | |||||||
| 12211 COUNTY ROAD 95 | ELBERTA | AL | 365302835 | PC | HEALTH/HUMAN SERVICES | $2,500 | |
| BEYOND BATTEN DISEASE FOUNDATION | |||||||
| 3305 STECK AVE | AUSTIN | TX | 787578154 | PC | HEALTH/HUMAN SERVICES | $1,000 | |
| BEYOND HOUSING | |||||||
| 6506 WRIGHT WAY | SAINT LOUIS | MO | 63121 | PC | COMMUNITY SERVICE | $100,000 | |
| BI-STATE DEVELOPMENT AGENCY | |||||||
| 211 N BROADWAY STE 700 | SAINT LOUIS | MO | 63102 | PC | COMMUNITY SERVICE | $1,000,000 | |
| BLACK MALE EDUCATORS ALLIANCE | |||||||
| 1550 TAYLOR ST | DETROIT | MI | 482062081 | PC | EDUCATION | $500 | |
| BOOKS FOR NEWBORNS INC | |||||||
| 9051 WATSON ROAD 329 | ST LOUIS | MO | 631262241 | PC | HEALTH/HUMAN SERVICES | $1,000 | |
| BOYS & GIRLS CLUBS OF GREATER ST LOUIS | |||||||
| 2901 NORTH GRAND AVE | ST LOUIS | MO | 63107 | PC | COMMUNITY SERVICE | $125,000 | |
| BOYS & GIRLS CLUBS OF THE COASTAL PLAIN INC | |||||||
| 621 W FIRE TOWER RD | WINTERVILLE | NC | 285909232 | PC | COMMUNITY SERVICE | $1,500 | |
| BOYS HOPE GIRLS HOPE | |||||||
| 5257 SHAW AVENUE SUITE 202 | ST LOUIS | MO | 63110 | PC | EDUCATION | $100,000 | |
| BRACE FOR IMPACT 46 INC | |||||||
| 8651 HWY N 46 | LAKE ST LOUIS | MO | 63367 | PC | COMMUNITY SERVICE | $6,500 | |
| BRIDGE 2 HOME | |||||||
| PO BOX 146 | AIKEN | SC | 298020146 | PC | COMMUNITY SERVICE | $1,500 | |
| CARE TO LEARN | |||||||
| 1740 S GLENSTONE AVE SUITE R | SPRINGFIELD | MO | 658041514 | PC | EDUCATION | $500 | |
| CASA OF ST LOUIS | |||||||
| 105 SOUTH CENTRAL AVENUE | SAINT LOUIS | MO | 631051772 | PC | ARTS | $18,000 | |
| CATHOLIC URBAN PROGRAMS NFP | |||||||
| 7 VIEUX CARRE DR | E SAINT LOUIS | IL | 622031957 | PC | COMMUNITY SERVICE | $1,500 | |
| CENTER OF CREATIVE ARTS | |||||||
| 6880 WASHINGTON AVE | SAINT LOUIS | MO | 631304628 | PC | ARTS | $50,000 | |
| CHAIRSLAYERS FOUNDATION | |||||||
| 6648 S COTTONWOOD ST | SALT LAKE CITY | UT | 841077010 | PC | HEALTH/HUMAN SERVICES | $500 | |
| CHARACTERPLUS | |||||||
| 2025 CRAIGSHIRE ROAD SUITE 150 | ST LOUIS | MO | 63146 | PC | EDUCATION | $5,000 | |
| CHILD CENTER MARYGROVE | |||||||
| 2705 MULLANPHY LANE | FLORISSANT | MO | 63031 | PC | EDUCATION | $16,500 | |
| CHILD PROTECTIVE SERVICES COMMUNITY PARTNERS INC | |||||||
| 7950 ELMBROOK DRIVE | DALLAS | TX | 75247 | PC | COMMUNITY SERVICE | $10,000 | |
| CHILDRENS MIRACLE NETWORK | |||||||
| 205 W 700 S | SALT LAKE CITY | UT | 841012715 | PC | COMMUNITY SERVICE | $500 | |
| CLAY MADSEN BENEFIT FUND INC | |||||||
| 806 E MAIN ST | ROUND ROCK | TX | 786644440 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| COLUMBIA'S WOODCREST CHAPEL | |||||||
| 2201 W NIFONG BLVD | COLUMBIA | MO | 652039556 | PC | COMMUNITY SERVICE | $1,500 | |
| COMMUNITY FOUNDATION OF ELKHART COUNTY INC | |||||||
| 240 E JACKSON BLVD SUITE 104 | ELKHART | IN | 465163554 | PC | COMMUNITY SERVICE | $3,500 | |
| CONNECT2CULTURE | |||||||
| 212 W 7TH ST SUITE 101C | JOPLIN | MO | 648012581 | PC | COMMUNITY SERVICE | $10,000 | |
| CONNECTIONS TO SUCCESS INC | |||||||
| 3000 LITTLE HILLS EXPRESSWAY SUITE | ST CHARLES | MO | 633013717 | PC | COMMUNITY SERVICE | $15,000 | 102 |
| CONTEMPORARY ART MUSEUM ST LOUIS | |||||||
| 3750 WASHINGTON BOULEVARD | SAINT LOUIS | MO | 63108 | PC | ARTS | $20,000 | |
| CORNERSTONE CORPORATION | |||||||
| 6030 ETZEL AVE | SAINT LOUIS | MO | 631122122 | PC | COMMUNITY SERVICE | $1,000 | |
| COVENANT HOUSE MISSOURI | |||||||
| 2727 N KINGSHIGHWAY BLVD | SAINT LOUIS | MO | 631131006 | PC | COMMUNITY SERVICE | $15,000 | |
| CRAIG HOSPITAL | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 801132811 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| CULTURAL FESTIVALS | |||||||
| 225 S MERAMEC AVE STE 105 | SAINT LOUIS | MO | 631053553 | PC | ARTS | $12,500 | |
| CURATORS OF THE UNIVERSITY OF MISSOURI | |||||||
| 407 REYNOLDS ALUMNI CTR | COLUMBIA | MO | 65211 | PC | EDUCATION | $200,000 | |
| DELMAR DIVINE CHARITABLE FOUNDATION | |||||||
| 5501 DELMAR BLVD STE G100 | SAINT LOUIS | MO | 631123054 | PC | COMMUNITY SERVICE | $250,000 | |
| DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX | |||||||
| PO BOX 13600 | PHOENIX | AZ | 850023600 | PC | COMMUNITY SERVICE | $1,500 | |
| DOMESTIC SECURITY PARTNERSHIP | |||||||
| 1200 G ST NW STE 800 | WASHINGTON | DC | 200056705 | PC | COMMUNITY SERVICE | $1,000 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | |||||||
| 975 NORTH WARSON ROAD | SAINT LOUIS | MO | 63132 | PC | COMMUNITY SERVICE | $100,000 | |
| EDWARD JONES DISASTER RELIEF FUND | |||||||
| 12555 MANCHESTER RD | SAINT LOUIS | MO | 631313710 | PC | HEALTH/HUMAN SERVICES | $3,000 | |
| EDWARD JONES FAMILY YMCA | |||||||
| 2815 SCOTT AVE SUITE D | ST LOUIS | MO | 63103 | PC | COMMUNITY SERVICE | $63,000 | |
| EMPOWERMENT NETWORK INC | |||||||
| 6000 WEST FLORISSANT AVE | SAINT LOUIS | MO | 631364930 | PC | HEALTH/HUMAN SERVICES | $500 | |
| ENTERPRISING LATINAS INC | |||||||
| PO BOX 1298 | WIMAUMA | FL | 335981298 | PC | COMMUNITY SERVICE | $500 | |
| EPWORTH CHILDREN & FAMILY SERVICES INC | |||||||
| 110 N ELM AVE | SAINT LOUIS | MO | 631192418 | PC | HEALTH/HUMAN SERVICES | $500 | |
| EQUALITY LOUDOUN | |||||||
| PO BOX 4214 | LEESBURG | VA | 201778342 | PC | EDUCATION | $250 | |
| FAMILY AND WORKFORCE CENTERS OF AMERICA | |||||||
| 6347 PLYMOUTH AVE | SAINT LOUIS | MO | 631331909 | PC | COMMUNITY SERVICE | $500 | |
| FAMILY PROMISE OF EAST BELL COUNTY INC | |||||||
| 1018 E AVENUE A | TEMPLE | TX | 765014748 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| FAMILY TREE INC | |||||||
| 3805 MARSHALL ST | WHEAT RIDGE | CO | 800335069 | PC | HEALTH/HUMAN SERVICES | $1,000 | |
| FBI NATIONAL ACADEMY ASSOCIATES INC | |||||||
| FBI ACADEMY BLDG 8102 | QUANTICO | VA | 221350001 | PC | COMMUNITY SERVICE | $2,000 | |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 554335822 | PC | COMMUNITY SERVICE | $1,500 | |
| FEED THE CHILDREN INC | |||||||
| 333 N MERIDIAN AVE | OKLAHOMA CITY | OK | 73107 | PC | COMMUNITY SERVICE | $10,000 | |
| FOHS HALL INC | |||||||
| PO BOX 1 | MARION | KY | 42064 | PC | EDUCATION | $1,000 | |
| FOOD CONNECTS | |||||||
| 22 BROWNE COURT UNIT 110 | BRATTLEBORO | VT | 05301 | PC | COMMUNITY SERVICE | $1,500 | |
| FOSTER CARE COALITION OF GREATER ST LOUIS INC | |||||||
| 1750 S BRENTWOOD BLVD STE 210 | SAINT LOUIS | MO | 631441321 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N PO BOX 19024 | SEATTLE | WA | 981094433 | PC | HEALTH/HUMAN SERVICES | $10,000 | |
| FRIENDS FOR THERAPEUTIC EQUINE ACTIVITIES | |||||||
| PO BOX 566 | WAYNE | IL | 601840566 | PC | HEALTH/HUMAN SERVICES | $500 | |
| FRONTIER FARM & WILDERNESS | |||||||
| 7586 TRISTEN CT | WAYNESVILLE | OH | 450689825 | PC | COMMUNITY SERVICE | $500 | |
| GIRL SCOUTS OF EASTERN MISSOURI INC | |||||||
| 2300 BALL DR | SAINT LOUIS | MO | 631468604 | PC | COMMUNITY SERVICE | $310,000 | |
| GIRLS INCORPORATED OF ST LOUIS | |||||||
| 3801 NELSON DR | SAINT LOUIS | MO | 631213432 | PC | COMMUNITY SERVICE | $19,000 | |
| GIRLS ON THE RUN OF ST LOUIS | |||||||
| 3155 SUTTON BLVD STE 101 | SAINT LOUIS | MO | 631433917 | PC | COMMUNITY SERVICE | $3,000 | |
| GOOD FELLOWSHIP CLUB OF CHESTER COUNTY INC | |||||||
| 600 MONTGOMERY AVENUE | WEST CHESTER | PA | 193804429 | PC | COMMUNITY SERVICE | $10,000 | |
| GREAT RIVERS GREENWAY FOUNDATION | |||||||
| 3745 FOUNDRY WAY STE 253 | SAINT LOUIS | MO | 631104161 | PC | COMMUNITY SERVICE | $1,845,491 | |
| GUARDIAN ANGEL SETTLEMENT ASSOCIATION | |||||||
| 1127 NORTH VANDEVENTER AVE | SAINT LOUIS | MO | 63113 | PC | COMMUNITY SERVICE | $5,000 | |
| HARLEM CONGREGATIONS FOR COMMUNITY IMPROVEMENT INC | |||||||
| 256 W 153RD ST | NEW YORK | NY | 100391806 | PC | COMMUNITY SERVICE | $1,000 | |
| HARLEM EDUCATIONAL ACTIVITIES FUND INC | |||||||
| 2090 ADAM CLAYTON POWELL BLVD 10TH | NEW YORK | NY | 100274990 | PC | EDUCATION | $1,000 | FL |
| HIGHLAND MANOR INC | |||||||
| 1314 8TH ST N | NEW ULM | MN | 560731554 | PC | HEALTH/HUMAN SERVICES | $1,000 | |
| HUMANE SOCIETY OF MISSOURI | |||||||
| 1201 MACKLIND AVE | SAINT LOUIS | MO | 631101431 | PC | COMMUNITY SERVICE | $1,500 | |
| INTERFAITH PARTNERSHIP OF GREATER ST LOUIS | |||||||
| 9450 CLAYTON RD | SAINT LOUIS | MO | 631241568 | PC | COMMUNITY SERVICE | $5,000 | |
| INTERNATIONAL INSTITUTE OF METROPOLITAN ST LOUIS | |||||||
| 3401 ARSENAL ST | SAINT LOUIS | MO | 631182001 | PC | COMMUNITY SERVICE | $6,148 | |
| JAZZ ST LOUIS | |||||||
| 3536 WASHINGTON AVE | SAINT LOUIS | MO | 631031019 | PC | ARTS | $20,000 | |
| JOURNEY OF HOPE INC | |||||||
| 9690 S 300 W | SANDY | UT | 840703340 | PC | HEALTH/HUMAN SERVICES | $500 | |
| JUNIOR ACHIEVEMENT OF GREATER ST LOUIS | |||||||
| 17339 NORTH OUTER 40 RD | CHESTERFIELD | MO | 630051358 | PC | EDUCATION | $25,000 | |
| KEEP KIDS ALIVE DRIVE 25 | |||||||
| 12418 C ST | OMAHA | NE | 681444157 | PC | HEALTH/HUMAN SERVICES | $500 | |
| KIDS VISION FOR LIFE ST LOUIS | |||||||
| 539 N GRAND BOULEVARD 6TH FL | ST LOUIS | MO | 631031026 | PC | HEALTH/HUMAN SERVICES | $2,500 | |
| L ARCHE ST LOUIS | |||||||
| 9445 LITZSINGER RD | SAINT LOUIS | MO | 63144 | PC | HEALTH/HUMAN SERVICES | $2,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY - THE INDIANA CHAPTER | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | HEALTH/HUMAN SERVICES | $2,500 | |
| LIFT FOR LIFE GYM | |||||||
| 1415 CASS AVE | SAINT LOUIS | MO | 631063302 | PC | COMMUNITY SERVICE | $50,000 | |
| LITTLE BIT FOUNDATION | |||||||
| 516 HANLEY INDUSTRIAL COURT | ST LOUIS | MO | 63144 | PC | COMMUNITY SERVICE | $15,000 | |
| LOST OUR HOME PET FOUNDATION INC | |||||||
| 2323 S HARDY DR | TEMPE | AZ | 85282 | PC | COMMUNITY SERVICE | $1,500 | |
| LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS | |||||||
| 1 OAKBROOK TERRACE SUITE 501 | OAKBROOK TERRACE | IL | 601814479 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| LUTHERAN SOCIAL SERVICES OF ALASKA INC | |||||||
| 1303 W 33RD | ANCHORAGE | AK | 995033693 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| MAGNIFICENT MISSOURI INC | |||||||
| 10411 CLAYTON ROAD | SAINT LOUIS | MO | 631312928 | PC | EDUCATION | $1,500 | |
| MAHASKA FUTUREVIEW INC | |||||||
| 222 1ST AVE E | OSKALOOSA | IA | 525773129 | PC | COMMUNITY SERVICE | $500 | |
| MAHASKA HOSPICE AUXILIARY | |||||||
| 1229 C AVE E | OSKALOOSA | IA | 525774246 | PC | HEALTH/HUMAN SERVICES | $500 | |
| MARYLAND HEIGHTS FIREFIGHTERS COMMUNITY OUTREACH | |||||||
| 2600 SCHUETZ RD | MARYLAND HEIGHTS | MO | 630432518 | PC | COMMUNITY SERVICE | $2,000 | |
| MASS GENERAL BRIGHAM INCORPORATED | |||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | PC | COMMUNITY SERVICE | $1,000 | |
| MCDONOUGH COUNTY UNITED WAY | |||||||
| 440 N LAFAYETTE ST | MACOMB | IL | 614551512 | PC | HEALTH/HUMAN SERVICES | $10,000 | |
| MERCY HEALTH - LOURDES HOSPITAL LLC | |||||||
| 1530 LONE OAK RD | PADUCAH | KY | 42003 | PC | HEALTH/HUMAN SERVICES | $25,000 | |
| MERCY HEALTH FOUNDATION LINCOLN | |||||||
| 1000 E CHERRY ST | TROY | MO | 633791513 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BOULEVARD | SAINT LOUIS | MO | 63110 | PC | COMMUNITY SERVICE | $200,000 | |
| MISSOURI COLLEGES FUND INC | |||||||
| 3401 W TRUMAN BLVD STE 202 | JEFFERSON CITY | MO | 651096892 | PC | EDUCATION | $20,000 | |
| MISSOURI HISTORICAL SOCIETY JEFFERSON MEMORIAL BUILDING | |||||||
| 5700 LINDELL BLVD | SAINT LOUIS | MO | 631121004 | PC | ARTS | $50,000 | |
| MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS | |||||||
| 1 THEATRE DR | SAINT LOUIS | MO | 63112 | PC | COMMUNITY SERVICE | $200,000 | |
| NAPA VALLEY CANDO | |||||||
| PO BOX 855 | NAPA | CA | 945590855 | PC | COMMUNITY SERVICE | $500 | |
| NATIONAL AFRICAN AMERICAN MALE WELLNESS AGENCY | |||||||
| 2780 AIRPORT DR STE 333 | COLUMBUS | OH | 432192292 | PC | HEALTH/HUMAN SERVICES | $500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | HEALTH/HUMAN SERVICES | $1,000 | |
| NATIONAL SPORTSMANSHIP FOUNDATION INC | |||||||
| 308 N 21ST ST STE 500 | SAINT LOUIS | MO | 631031649 | PC | COMMUNITY SERVICE | $75,000 | |
| NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | PC | EDUCATION | $20,000 | |
| NEEDVILLE EDUCATION FOUNDATION INC | |||||||
| 16227 HIGHWAY 36 | NEEDVILLE | TX | 774619320 | PC | EDUCATION | $1,500 | |
| NEVADA JOINT UNION HIGH SCHOOL DISTRICT FOUNDATION | |||||||
| PO BOX 1707 | GRASS VALLEY | CA | 959451707 | PC | EDUCATION | $500 | |
| NORTH DAKOTA WOMENS NETWORK | |||||||
| 1929 N WASHINGTON ST STE W | BISMARCK | ND | 585011616 | PC | COMMUNITY SERVICE | $500 | |
| NORTH GEORGIA COMMUNITY FOUNDATION | |||||||
| 340 JESSE JEWELL PKWY STE 605 | GAINESVILLE | GA | 30501 | PC | COMMUNITY SERVICE | $10,000 | |
| NUZZLES & CO | |||||||
| 6699 N LANDMARK DR STE B103 | PARK CITY | UT | 840986420 | PC | COMMUNITY SERVICE | $1,500 | |
| OELWEIN EVENT CORPORATION | |||||||
| 6 S FREDERICK AVE | OELWEIN | IA | 506622305 | PC | COMMUNITY SERVICE | $2,000 | |
| OPERA THEATRE OF SAINT LOUIS | |||||||
| 210 HAZEL AVE | SAINT LOUIS | MO | 63119 | PC | ARTS | $50,000 | |
| OPERATION FOOD SEARCH INC | |||||||
| 1644 LOTSIE BOULEVARD | ST LOUIS | MO | 63132 | PC | COMMUNITY SERVICE | $10,000 | |
| OUTDOOR RECREATION ALLIANCE OF THE SEVEN RIVERS REGION INC | |||||||
| 125 7TH ST N | LA CROSSE | WI | 546013351 | PC | COMMUNITY SERVICE | $1,000 | |
| PADUCAH JUNIOR COLLEGE CORP | |||||||
| PO BOX 7380 | PADUCAH | KY | 420027380 | PC | EDUCATION | $500 | |
| PAN-MASSACHUSETTS CHALLENGE INC | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PC | HEALTH/HUMAN SERVICES | $250 | |
| PARENTS AS TEACHERS NATIONAL CENTER INC | |||||||
| 2228 BALL DR | SAINT LOUIS | MO | 631468602 | PC | HEALTH/HUMAN SERVICES | $11,500 | |
| PEDAL THE CAUSE | |||||||
| 9288 DIELMAN INDUSTRIAL DRIVE | ST LOUIS | MO | 63132 | PC | COMMUNITY SERVICE | $334,834 | |
| PINK RIBBON GIRLS INC | |||||||
| 350 HULS DR | CLAYTON | OH | 45315 | PC | HEALTH/HUMAN SERVICES | $3,000 | |
| PRESSER HALL RESTORATION SOCIETY | |||||||
| 900 S JEFFERSON ST | MEXICO | MO | 652652563 | PC | ARTS | $5,000 | |
| PROJECT PROSPER INC | |||||||
| 13575 58TH ST N STE 107 | CLEARWATER | FL | 337603755 | PC | COMMUNITY SERVICE | $500 | |
| PULSE OUTREACH | |||||||
| 600 SOUTH 9TH ST | MINNEAPOLIS | MN | 55404 | PC | COMMUNITY SERVICE | $15,000 | |
| RADIO ARTS FOUNDATION | |||||||
| 7711 CARONDELET AVE STE 302 | SAINT LOUIS | MO | 631053313 | PC | ARTS | $2,000 | |
| REGIONAL BUSINESS COUNCIL | |||||||
| 7701 FORSYTH BLVD STE 205 | SAINT LOUIS | MO | 631051818 | PC | COMMUNITY SERVICE | $5,000 | |
| REPERTORY THEATRE OF ST LOUIS | |||||||
| 130 EDGAR RD | ST LOUIS | MO | 63119 | PC | COMMUNITY SERVICE | $35,000 | |
| RISE AGAINST HUNGER | |||||||
| 4801 GLENWOOD AVE SUITE 200 | RALEIGH | NC | 27612 | PC | COMMUNITY SERVICE | $3,000 | |
| RISE COMMUNITY DEVELOPMENT | |||||||
| 1627 WASHINGTON AVENUE FL1 | SAINT LOUIS | MO | 631031876 | PC | COMMUNITY SERVICE | $1,000 | |
| ROSWELL PARK ALLIANCE FOUNDATION | |||||||
| ELM AND CARLTON ST | BUFFALO | NY | 142630001 | PC | HEALTH/HUMAN SERVICES | $1,000 | |
| SAFER WATERS IN MEMORY - OF NICHOLAS | |||||||
| 7 FORDYCE LN | SAINT LOUIS | MO | 631241354 | PC | EDUCATION | $5,000 | |
| SAINT LOUIS STORY STITCHERS ARTISTS COLLECTIVE | |||||||
| 3701 GRANDEL SQ 1A | SAINT LOUIS | MO | 631083627 | PC | EDUCATION | $1,000 | |
| SAINT LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | SAINT LOUIS | MO | 631031011 | PC | ARTS | $550,000 | |
| SAINT LOUIS UNIVERSITY | |||||||
| 1 N GRAND BLVD | SAINT LOUIS | MO | 63103 | PC | EDUCATION | $225,000 | |
| SCHOLARSHIP FOUNDATION OF ST LOUIS | |||||||
| 6825 CLAYTON AVE SUITE 100 | SAINT LOUIS | MO | 63139 | PC | EDUCATION | $150,000 | |
| SEMINOLE BOOSTERS INC | |||||||
| PO BOX 1353 | TALLAHASSEE | FL | 32302 | PC | EDUCATION | $13,146 | |
| SENIOR CITIZENS INC | |||||||
| 174 RAINS AVE | NASHVILLE | TN | 372035319 | PC | COMMUNITY SERVICE | $500 | |
| SERVICES BY DESIGN INC | |||||||
| 1852 CRAIG PARK CT | SAINT LOUIS | MO | 631464122 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| SEWARD CHANGING THE GAME INC | |||||||
| PO BOX 426 | SEWARD | NE | 684340426 | PC | HEALTH/HUMAN SERVICES | $10,000 | |
| SHAKESPEARE FESTIVAL OF ST LOUIS | |||||||
| 5715 ELIZABETH AVE | SAINT LOUIS | MO | 63110 | PC | ARTS | $100,000 | |
| SMALL BUT MIGHTY HEROES INC | |||||||
| 2605 VINEDALE AVE | VALRICO | FL | 335967384 | PC | COMMUNITY SERVICE | $500 | |
| SMART KIDS INC | |||||||
| 11520 ST CHARLES ROCK ROAD 101 | BRIDGETON | MO | 63044 | PC | COMMUNITY SERVICE | $3,600 | |
| SOCIETY OF ST VINCENT DE PAUL-INDIANAPOLIS ARCHDIOCESAN COUNCIL | |||||||
| 3001 E 30TH ST | INDIANAPOLIS | IN | 462182850 | PC | COMMUNITY SERVICE | $1,500 | |
| ST FRANCIS COMMUNITY SERVICES | |||||||
| 20 ARCHBISHOP MAY DR RM 2200 | SAINT LOUIS | MO | 631195738 | PC | COMMUNITY SERVICE | $5,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| ST JUDE RUNNERS ASSOCIATION | |||||||
| 4722 N SHERIDAN RD | PEORIA | IL | 616145926 | PC | HEALTH/HUMAN SERVICES | $1,000 | |
| ST LOUIS AREA FOOD BANK INC | |||||||
| 70 CORPORATE WOODS DR | BRIDGETON | MO | 630443806 | PC | COMMUNITY SERVICE | $50,000 | |
| ST LOUIS BAR FOUNDATION | |||||||
| 319 N 4TH ST STE 100 | SAINT LOUIS | MO | 631021909 | PC | COMMUNITY SERVICE | $10,000 | |
| ST LOUIS CENTER FOR INTERNATIONAL RELATIONS | |||||||
| 120 S CENTRAL AVE STE 1200 | SAINT LOUIS | MO | 631051735 | PC | COMMUNITY SERVICE | $1,000 | |
| ST LOUIS CHILDRENS CHOIRS | |||||||
| 2842 N BALLAS RD | SAINT LOUIS | MO | 631312311 | PC | ARTS | $25,000 | |
| ST LOUIS COMMUNITY COLLEGE FOUNDATION | |||||||
| 3221 MCKELVEY RD STE 295 | BRIDGETON | MO | 63044 | PC | EDUCATION | $250,000 | |
| ST LOUIS COMMUNITY FOUNDATION | |||||||
| 2 OAK KNOLL PARK | SAINT LOUIS | MO | 631053008 | PC | EDUCATION | $500,000 | |
| ST LOUIS COUNTY LIBRARY FOUNDATION | |||||||
| 1640 S LINDBERGH BLVD | SAINT LOUIS | MO | 631313501 | PC | COMMUNITY SERVICE | $2,500 | |
| ST LOUIS DANCE THEATRE | |||||||
| 3310 SAMUEL SHEPARD DR | ST LOUIS | MO | 631031123 | PC | ARTS | $7,500 | |
| ST LOUIS EARTH DAY | |||||||
| 4125 HUMPHREY ST | SAINT LOUIS | MO | 631163824 | PC | COMMUNITY SERVICE | $5,000 | |
| ST LOUIS LEARNING DISABILITIES ASSOCIATION INC | |||||||
| 13537 BARRETT PARKWAY DR STE 110 | BALLWIN | MO | 630215896 | PC | EDUCATION | $7,500 | |
| ST LOUIS POLICE ATHLETIC LEAGUE | |||||||
| PO BOX 13225 | SAINT LOUIS | MO | 631570425 | PC | COMMUNITY SERVICE | $5,000 | |
| ST LOUIS SPORTS FOUNDATION INC | |||||||
| 308 N 21ST ST STE 500 | SAINT LOUIS | MO | 631031649 | PC | COMMUNITY SERVICE | $25,000 | |
| ST LOUIS ZOOLOGICAL PARK | |||||||
| 1 GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | PC | COMMUNITY SERVICE | $250,000 | |
| STAGES ST LOUIS | |||||||
| 1023 CHESTERFIELD PARKWAY EAST | CHESTERFIELD | MO | 63017 | PC | ARTS | $100,000 | |
| TAMPA METROPOLITAN AREA YOUNG MENS CHRISTIAN ASSOCIATION INC | |||||||
| 110 E OAK AVE | TAMPA | FL | 336022210 | PC | COMMUNITY SERVICE | $500 | |
| TATA SISTERHOOD FOUNDATION | |||||||
| 1975 KARLIN DR | SAINT LOUIS | MO | 631311702 | PC | COMMUNITY SERVICE | $500 | |
| TENNESSEE WILLIAMS FESTIVAL ST LOUIS | |||||||
| 3301 WASHINGTON AVENUE SUITE 2F | ST LOUIS | MO | 63103 | PC | ARTS | $20,000 | |
| THE ANGEL BAND PROJECT | |||||||
| 6267 DELMAR 2 W | SAINT LOUIS | MO | 63130 | PC | HEALTH/HUMAN SERVICES | $15,000 | |
| THE FOUNDATION FOR BARNES-JEWISH HOSPITAL | |||||||
| 1001 HIGHLANDS PLAZA DR W STE 140 | SAINT LOUIS | MO | 63110 | PC | HEALTH/HUMAN SERVICES | $10,000 | |
| THE GABRIEL PROJECT OF THE CROSSROADS | |||||||
| PO BOX 345 | VICTORIA | TX | 77902 | PC | HEALTH/HUMAN SERVICES | $5,000 | |
| THE LUPUS FOUNDATION OF AMERICA HEARTLAND CHAPTER INC | |||||||
| 8050 WATSON RD STE 169 | SAINT LOUIS | MO | 631195329 | PC | HEALTH/HUMAN SERVICES | $2,000 | |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| PO BOX 414238 | BOSTON | MA | 022414238 | PC | HEALTH/HUMAN SERVICES | $500 | |
| THE SALVATION ARMY | |||||||
| 5550 PRAIRIE STONE PKWY | HOFFMAN ESTATES | IL | 60192 | PC | HEALTH/HUMAN SERVICES | $100,000 | |
| TOP OF MICHIGAN TRAILS COUNCIL INC | |||||||
| 1687 M 119 | PETOSKEY | MI | 497708388 | PC | COMMUNITY SERVICE | $1,500 | |
| TRI 4 SCHOOLS | |||||||
| 200 E VERONA AVE 126 | VERONA | WI | 535931223 | PC | EDUCATION | $500 | |
| TYPE OF WOOD CHARITIES | |||||||
| 1031 EASTLAND DR | TWIN FALLS | ID | 833016750 | PC | EDUCATION | $50,000 | |
| UNITED CEREBRAL PALSY HEARTLAND | |||||||
| 4645 LAGUARDIA ROAD | BERKELEY | MO | 63134 | PC | HEALTH/HUMAN SERVICES | $500 | |
| UNITED COMMUNITY BUILDERS COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 617 N PROVIDENCE | COLUMBIA | MO | 65203 | PC | COMMUNITY SERVICE | $500 | |
| UNITED FOOD BANK | |||||||
| 245 S NINA DR | MESA | AZ | 852108490 | PC | HEALTH/HUMAN SERVICES | $10,000 | |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | COMMUNITY SERVICE | $500 | |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE 10TH FLR | NEW YORK | NY | 100384713 | PC | HEALTH/HUMAN SERVICES | $100,000 | |
| UNITED WAY INC | |||||||
| 1150 S OLIVE STREET SUITE T500 | LOS ANGELES | CA | 900152481 | PC | COMMUNITY SERVICE | $10,000 | |
| UNITED WAY OF GREATER ST LOUIS INC | |||||||
| 910 N 11TH ST | SAINT LOUIS | MO | 63101 | PC | HEALTH/HUMAN SERVICES | $3,713,777 | |
| UNITED WAY OF PORTAGE COUNTY INC | |||||||
| 2801 HOOVER RD UNIT 2 302 | STEVENS POINT | WI | 544817102 | PC | HEALTH/HUMAN SERVICES | $1,500 | |
| UNIVERSITY OF MISSOURI - ST LOUIS | |||||||
| 118 UNIVERSITY HALL | COLUMBIA | MO | 652113020 | PC | EDUCATION | $49,075 | |
| URBAN LEAGUE OF METROPOLITAN ST LOUIS | |||||||
| 1408 N KINGSHIGHWAY BLVD STE 300 | SAINT LOUIS | MO | 631131420 | PC | COMMUNITY SERVICE | $1,500,000 | |
| VALLEY COUNTY FRIENDS OF THE POOL | |||||||
| 319 3RD AVE S | GLASGOW | MT | 59230 | PC | COMMUNITY SERVICE | $1,500 | |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 E CAMELBACK RD 375 | PHOENIX | AZ | 85018 | PC | COMMUNITY SERVICE | $536,097 | |
| VARIETY THE CHILDRENS CHARITY OF ST LOUIS | |||||||
| 11840 WESTLINE INDUSTRIAL SUITE 220 | SAINT LOUIS | MO | 631463329 | PC | HEALTH/HUMAN SERVICES | $150,000 | |
| WASHINGTON UNIVERSITY | |||||||
| 700 ROSEDALE AVE PO BOX 1034 | ST LOUIS | MO | 631121408 | PC | EDUCATION | $210,000 | |
| WATERBURY AMBULANCE SERVICE INC | |||||||
| PO BOX 95 | WATERBURY CENTER | VT | 056770095 | PC | HEALTH/HUMAN SERVICES | $500 | |
| WEBSTER ARTS | |||||||
| 2 SUMMIT AVE STE 108 | WEBSTER GROVES | MO | 631193241 | PC | ARTS | $1,000 | |
| WEBSTER GROVES HISTORICAL SOCIETY | |||||||
| 1155 S ROCK HILL RD | WEBSTER GROVES | MO | 631193974 | PC | ARTS | $500 | |
| WEBSTER UNIVERSITY | |||||||
| 470 EAST LOCKWOOD AVE | SAINT LOUIS | MO | 63119 | PC | EDUCATION | $250,000 | |
| WESTMINSTER COLLEGE | |||||||
| 501 WESTMINSTER AVENUE | FULTON | MO | 65251 | PC | EDUCATION | $50,000 | |
| WHOLE KIDS OUTREACH | |||||||
| 62143 HIGHWAY 21 | ELLINGTON | MO | 636387703 | PC | COMMUNITY SERVICE | $1,500 | |
| WINCHESTER UNION RESCUE MISSION INC | |||||||
| 435 N CAMERON ST | WINCHESTER | VA | 226014845 | PC | COMMUNITY SERVICE | $2,500 | |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | PC | COMMUNITY SERVICE | $100,000 | |
| YMCA OF GREATER ST LOUIS | |||||||
| 326 SOUTH 21ST STREET | SAINT LOUIS | MO | 63103 | PC | COMMUNITY SERVICE | $50,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | |||||||
| 1400 I STREET SUITE 325 | WASHINGTON | DC | 20005 | PC | COMMUNITY SERVICE | $20,000 | |
| YOUTH FIRST INC | |||||||
| PO BOX 3897 | EVANSVILLE | IN | 477373897 | PC | COMMUNITY SERVICE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,080,605 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,070,404 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$956,811 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,593 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD JONES PAC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 527 | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD D JONES & CO LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66541 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631666541 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,046,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 253,613.999 SHARES OF AMERICAN AMCAP | $10,000,000 | 2022-01-21 |
| 1 | 62,978.642 SHARES OF AMERICAN MUTUAL A & 57,130.389 SHARES OF AMERICAN WASHINGTON MUTUAL | $6,546,000 | 2022-05-03 |
| 1 | 100,260.678 SHARES OF AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND & 99,522.293 SHARES OF AMERICAN | $10,000,000 | 2022-06-29 |
| 1 | 116,166.505 SHARES OF AMERICAN MUTUAL A | $6,000,000 | 2022-08-23 |
| 1 | 58,411.215 SHARES OF AMERICAN INVESTMENT CO | $2,500,000 | 2022-11-22 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN AMCAP | $1,413,879 | $1,097,157 |
| AMERICAN CAPITAL INCOME BUILDER | $1,135,587 | $1,099,021 |
| AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND | $1,634,375 | $1,689,417 |
| AMERICAN GROWTH FUND OF AMERICA | $2,435,428 | $1,776,586 |
| AMERICAN INCOME FUND OF AMERICA | $1,196,975 | $1,125,051 |
| AMERICAN INTERMEDIATE BOND FUND OF AMERICA | $2,043,864 | $1,845,630 |
| AMERICAN NEW PERSPECTIVE | $1,902,157 | $1,344,234 |
| AMERICAN NEW WORLD | $1,072,305 | $955,420 |
| AMERICAN SMALLCAP WORLD | $1,229,849 | $999,963 |
| AMERICAN WASHINGTON MUTUAL | $2,197,501 | $2,148,192 |
| BLACKROCK EQUITY DIVIDEND | $2,202,279 | $2,089,335 |
| FRANKLIN SMALL-MID CAP GROWTH | $938,762 | $656,349 |
| HARTFORD DIVIDEND & GROWTH | $1,757,377 | $1,558,607 |
| HARTFORD MID-CAP | $824,590 | $617,205 |
| INVESCO GROWTH AND INCOME | $1,353,694 | $1,149,852 |
| JOHN HANCOCK BOND | $2,673,925 | $2,275,192 |
| JPMORGAN U.S. EQUITY CI | $2,203,467 | $2,117,946 |
| LORD ABBETT FLOATING RATE | $2,354,661 | $2,224,834 |
| MFS CORPORATE BOND | $2,264,008 | $1,832,528 |
| MFS GROWTH | $2,629,495 | $1,982,925 |
| MFS MID CAP GROWTH | $697,582 | $597,623 |
| MFS VALUE | $2,405,157 | $2,451,587 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $24,486 | BOYBookValueAmt |
| EOY Book Value | $222,859 | EOYBookValueAmt |
| EOYFMV | $222,859 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINES AND PENALTIES | Desc |
| Revenue And Expenses Per Books | $1,440 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX EXPENSE | CategoryTxt |
| Amt | $211,522 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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