BETA

EDWARD JONES FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
EDWARD JONES FOUNDATION (EIN 43-1595600)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202013149349100731
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-09T10:58:24-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH 4TH ST SUITE 300AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431595600EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EDWARD D JONES & CO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% EDWARD D JONES & CO LPInCareOfNm
Business Name ControlEDWABusinessNameControlTxt
Phone3145152000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 66541AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631666541ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN BASTIENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3145152000PhoneNum
Signature2020-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIELLE DODGEPreparerPersonNm
PTINP00436994PTIN
Phone3143424900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.41.244.182IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43133120203145000000FederalOriginalSubmissionId
Federal Original Submission Id2020-11-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id045D8DA995BE7FDDC4F4B645DA6DADE317F9C848AtSubmissionCreationDeviceId
At Submission Filing Device IdF1D5B097F17C7532DF3A25B640497B286194C801AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$32,781,473FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,258,872ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$452,558DividendsRevAndExpnssAmt
Dividends Net Invst Incm$452,558DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$929,243NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,309,589GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,103,232CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,640,673TotalRevAndExpnssAmt
Total Net Invst Incm$2,555,790TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$122,861TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$122,861TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,859,062ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,859,062ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,981,923TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,859,062TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$658,750ExcessRevenueOverExpensesAmt
Net Investment Income$2,555,790NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$502,293CashBOYAmt
Cash EOY$392,306CashEOYAmt
Cash EOYFMV$392,306CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,665,557SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,153,020SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,153,020SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$18,279,310CorporateStockBOYAmt
Corporate Stock EOY$18,549,858CorporateStockEOYAmt
Corporate Stock EOYFMV$22,197,257CorporateStockEOYFMVAmt
Other Assets BOY$28,164OtherAssetsBOYAmt
Other Assets EOY$38,890OtherAssetsEOYAmt
Other Assets EOYFMV$38,890OtherAssetsEOYFMVAmt
Total Assets BOY$28,475,324TotalAssetsBOYAmt
Total Assets EOY$29,134,074TotalAssetsEOYAmt
Total Assets EOYFMV$32,781,473TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$28,475,324NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$29,134,074NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$28,475,324TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,134,074TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,475,324TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,134,074TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,475,324TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$658,750ExcessRevenueOverExpensesAmt
Subtotal$29,134,074SubtotalAmt
Tot Net Ast Or Fund Balances EOY$29,134,074TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$9,309,589$7,979,688$1,329,901$1,329,901
CAPITAL GAIN DIVIDENDS$773,332P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,103,232CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,161,647AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,547,612NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.250867DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,453,006AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,741,018NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.278711DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,698,176AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$22,414,575NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.343445DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,726,177AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$21,875,355NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.307477DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,304,428AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$20,425,609NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.455528DistributionYr5Rt
Total Distribution1.636028TotalDistributionRt
Average Distribution0.327206AverageDistributionRt
Net Vl Noncharitable Assets$30,097,030NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,847,929AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$25,558NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,873,487AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,859,062QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$51,116InvestmentIncomeExciseTaxAmt
Subtotal$51,116SubtotalAmt
Tax Based On Investment Income$51,116TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$100,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$150,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$98,884OverpaymentAmt
Applied To ES Tax$98,884AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EDWARD D JONES & CO LPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3145152000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112555 MANCHESTER ROADAddressLine1Txt
CitySt LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631313710ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Penny Pennington
PO BOX 66541St LouisMO631666541CHAIRMAN0.1$0$0$0
Kevin Bastien
PO BOX 66541St LouisMO631666541Trustee0.1$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$27,302,556AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,252,804AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,555,360TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,555,360AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$458,330CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,097,030NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,504,852MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,504,852MinimumInvestmentReturnAmt
Tax Based On Investment Income$51,116TaxBasedOnInvestmentIncomeAmt
Total Tax$51,116TotalTaxAmt
Distributable Before Adj$1,453,736DistributableBeforeAdjAmt
Distributable Before Ded$1,453,736DistributableBeforeDedAmt
Distributable As Adjusted$1,453,736DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,859,062ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$7,859,062QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,859,062AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,453,736DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,330,520ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,668,289ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,625,633ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,175,151ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,803,017ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,602,610TotalExcessDistributionCyovAmt
Qualifying Distributions$7,859,062QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,453,736AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,405,326RemainingDistriFromCorpusAmt
Total Corpus$39,007,936TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,330,520ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,677,416ExcessDistriCyovToNextYrAmt
Excess From Year4$5,668,289ExcessFromYear4Amt
Excess From Year3$6,625,633ExcessFromYear3Amt
Excess From Year2$6,175,151ExcessFromYear2Amt
Excess From Year1$5,803,017ExcessFromYear1Amt
Excess From Current Year$6,405,326ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN NATIONAL RED CROSS
4050 LINDELL BOULEVARDSAINT LOUISMO63108PCCOMMUNITY SERVICE$100,000
BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI
501 NORTH GRAND BOULEVARD 100ST LOUISMO63103PCCOMMUNITY SERVICE$30,000
DONALD DANFORTH PLANT SCIENCE CENTER
975 NORTH WARSON ROADST LOUISMO63132PCCOMMUNITY SERVICE$100,000
PEDAL THE CAUSE
900 Spruce StST LOUISMO63102PCCOMMUNITY SERVICE$333,334
RX OUTREACH INC
3171 Riverport Tech Center DrMARYLAND HEIGHTSMO63043PCCOMMUNITY SERVICE$25,000
SAINT LOUIS SYMPHONY ORCHESTRA
718 n grand blvdST LOUISMO63103PCARTS$50,000
ST LOUIS UNIVERSITY
1 North GrandST LOUISMO63103PCEDUCATION$225,000
The Saint Louis Zoo Foundation
1 Government DrST LOUISMO63110PCCOMMUNITY SERVICE$200,000
UNITED WAY OF GREATER ST LOUIS INC
910 N 11ST STST LOUISMO63101PCCOMMUNITY SERVICE$3,515,832
CARDINAL RITTER COLLEGE PREP HIGH SCHOOL
701 N Spring AveST LOUISMO63108PCEDUCATION$125,000
VALLEY OF THE SUN UNITED WAY
3200 E CAMELBACK RD 375PHOENIXAZ85018PCCOMMUNITY SERVICE$453,860
YMCA
326 SOUTH 21ST STREETST LOUISMO63103PCCOMMUNITY SERVICE$50,000
CENTER OF CREATIVE ARTS
524 TRINITY AVEST LOUISMO63130PCARTS$200,000
DE LA SALLE INC
1106 N JEFFERSON AVEST LOUISMO63106PCEDUCATION$20,000
JOPLIN REGIONAL MEDICAL SCHOOL ALLIANCE
320 EAST 4TH STREETJOPLINMO64801PCHEALTH/HUMAN SERVICES$15,000
ST LUKES HOSPITAL
232 S WOODS MILL ROADCHESTERFIELDMO63017PCHEALTH/HUMAN SERVICES$50,000
US CHAMBER OF COMMERCE FOUNDATION
1 Metropolitan Square 1300ST LOUISMO63102PCCOMMUNITY SERVICE$350,000
Roman Catholic Foundation of Eastern Missouri
12 Archbishop May DriveST LOUISMO63119PCEDUCATION$200,000
GREAT CIRCLE
330 NORTH GORE AVENUEST LOUISMO63119PCCOMMUNITY SERVICE$50,000
MIRIAM FOUNDATION
501 BACON AVEST LOUISMO63119PCEDUCATION$25,000
OPERATION FOOD SEARCH
1644 LOTSIE BLVDST LOUISMO63132PCCOMMUNITY SERVICE$15,000
ST LOUIS AREA FOOD BANK
70 CORPORATE WOODS DRBRIDGETONMO63044PCCOMMUNITY SERVICE$30,000
ST LOUIS SCIENCE CENTER
5050 OAKLAND AVEST LOUISMO63110PCCOMMUNITY SERVICE$50,000
Beyond Housing Inc
6506 Wright WaySaint LouisMO63121PCCOMMUNITY SERVICE$100,000
BOYS & GIRLS CLUBS OF GREATER ST LOUIS
4317 VISTA AVESt LouisMO63110PCCOMMUNITY SERVICE$50,000
FATHERS SUPPORT CENTER ST LOUIS
4411 N Newstead AveSt LouisMO63115PCCOMMUNITY SERVICE$16,666
GUARDIAN ANGEL SETTLEMENT ASSOCIATION
2700 Cherokee StreetSaint LouisMO63118PCCommunity Service$5,000
HAVEN HOUSE ST LOUIS
25 Progress PkwyMaryland HeightsMO63043PCHealth/Human Services$25,000
INITIATIVE FOR A COMPETITIVE INNER CITY
56 Warren Street Suite 300RoxburyMA02119PCCommunity Service$50,000
JUNIOR ACHIEVEMENT OF GREATER ST LOUIS
One Education WayColorado SpgsCO80906PCEducation$50,000
MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS
1 Theatre DrSt LouisMO63112PCArts$200,000
SAINT LOUIS FASHION FUND
1533 Washington AveSt LouisMO63103PCCommunity Service$20,000
URBAN LEAGUE OF METROPOLITAN ST LOUIS
3701 Grandel SquareSt LouisMO63108PCCommunity Service$62,500
BRACE FOR IMPACT 46 INC
8651 HWY N NO 46LAKE ST LOUISMO63367PCCOMMUNITY SERVICE$5,000
CONCORDANCE ACADEMY OF LEADERSHIP
1845 BORMAN COURTST LOUISMO63146PCCOMMUNITY SERVICE$100,000
CONTEMPORARY ART MUSEUM ST LOUIS
3750 WASHINGTON BOULEVARDST LOUISMO63108PCARTS$20,000
FRIENDS OF THE MISSOURI GOVERNORS
716 EAST HIGH STREETJEFFERSON CITYMO65101PCCOMMUNITY SERVICE$5,000
GIRL SCOUTS OF EASTERN MISSOURI INC
2300 BALL DRIVEST LOUISMO63146PCCOMMUNITY SERVICE$300,000
LIBRARY FOUNDATION FOR THE BENEFIT OF
1415 OLIVE STREETSAINT LOUISMO63103PCCOMMUNITY SERVICE$50,000
MARYVILLE UNIVERSITY OF ST LOUIS
650 MARYVILLE UNIVERSITY DRST LOUISMO63141PCEDUCATION$35,000
MERCY HEALTH FOUNDATION ST LOUIS
615 SOUTH NEW BALLAS ROADST LOUISMO63141SO-DPHEALTH/HUMAN SERVICES$25,000
MISSOURI BOTANICAL GARDEN
4344 SHAW BOULEVARDST LOUISMO63110PCCOMMUNITY SERVICE$200,000
ST LOUIS POLICE FOUNDATION
9761 CLAYTON ROADST LOUISMO63124PCCOMMUNITY SERVICE$125,000
STAGES ST LOUIS
1023 CHESTERFIELD PARKWAY EASTCHESTERFIELDMO63017PCARTS$100,000
THE ASPEN INSTITUTE
2300 N STREET NW NO 700WASHINGTONDC20037PCCOMMUNITY SERVICE$50,000
THE MAGIC HOUSE ST LOUIS CHILDRENS
516 S KIRKWOOD ROADST LOUISMO63122PCCOMMUNITY SERVICE$25,000
VARIETY BOYS AND GIRLS CLUB OF QUEENS
21-12 30TH ROADQUEENSNY11102PCHEALTH/HUMAN SERVICES$5,000
EDWARD JONES DISASTER RELIEF FUND
12555 MANCHESTER ROADSAINT LOUISMO63131PCCOMMUNITY SERVICE$21,870
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,859,062TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$452,558ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$929,243ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,381,801ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,381,801TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (true)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail (2 entries)

Organization TypeOrganizationTypeDescRelationship DescriptionRelationshipDescriptionTxt
EDWARD JONES PAC
527COMMON DIRECTORS
EDJ EMPL H&W TRUST
501(C)(9)COMMON DIRECTORS

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EDWARD D JONES CO LP
1PO BOX 66541St LouisMO631666541$258,872Yes (X)
EDWARD D JONES CO LP
2PO BOX 66541St LouisMO631666541$2,000,000Yes (X)
EDWARD D JONES CO LP
3PO BOX 66541St LouisMO631666541$2,000,000Yes (X)
EDWARD D JONES CO LP
4PO BOX 66541St LouisMO631666541$3,000,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
245,882 Shares of American New Perspective Fund$2,000,0002019-05-15
345,516 Shares of American New Perspective Fund$2,000,0002019-08-29
466,618 Shares of American Mutual Fund$3,000,0002019-12-10

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMCAP (AMCPX)$1,207,706$1,350,332
AMERICAN CAPITAL INCOME BUILD$1,026,389$1,192,877
HARTFORD DIVIDEND & GROWTH FUN$1,179,292$1,404,223
AMERICAN INCOME FUND OF AMER$945,857$1,174,017
INVESCO VAN KAMPEN GROWTH & IN$1,253,000$1,315,233
MFS GROWTH FUND CL A$776,141$1,726,742
SMALLCAP WORLD FUND CL A$706,169$1,130,746
AMERICAN WASHINGTON MUTUAL$1,149,074$1,324,836
AMERICAN FUNDAMENTAL INVESTORS$1,146,261$1,341,430
HARTFORD GROWTH OPPORTUNITIES$1,396,457$1,458,461
AMERICAN NEW PERSPECTIVE FUND$1,460,192$1,727,722
HARTFORD MID-CAP FUND CLASS A$556,623$702,581
FRANKLIN SMALL-MID CAP GROWTH$640,985$670,928
NEW WORLD FUND(NEWFX)$886,355$1,146,006
MFS CORPORATE BOND FUND$543,553$580,184
JOHN HANCOCK BOND FUND$1,219,112$1,256,813
JOHN HANCOCK INTERNATIONAL$872,095$928,598
MFS VALUE FUND$1,281,529$1,407,339
MFS MID CAP FUND$303,068$358,189

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
BOY Book Value$28,164BOYBookValueAmt
EOY Book Value$38,890EOYBookValueAmt
EOYFMV$38,890EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX EXPENSECategoryTxt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOUR DE TED LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line112555 MANCHESTER ROADAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63131ZIPCd
FieldValueIRS element (for citing)
EIN830677003EIN
DescLLC IS NOT AN EXCESS BUSINESS HOLDING.Desc
Amt$0Amt
FieldValueIRS element (for citing)
Total$0TotalAmt

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