BETA

EDWARD JONES FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EDWARD JONES FOUNDATION (EIN 43-1595600)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-18
IRS object ID
201942619349100559
Schema version
2018v3.1
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)
Return2019-09-18T15:44:56-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-09-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIELLE DODGEPreparerPersonNm
PTINP00436994PTIN
Phone3143424900PhoneNum
Preparation2019-08-22PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.219.88.140IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43133120192615000000FederalOriginalSubmissionId
Federal Original Submission Id2019-09-18FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id606305E919B57E2BC4CEADB988D7B16C44ACCF69AtSubmissionCreationDeviceId
At Submission Filing Device IdCFAB218063A7FD2954D1E5D67A492259BF938F4BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$28,437,147FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,281,603ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$431,742DividendsRevAndExpnssAmt
Dividends Net Invst Incm$431,742DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,697,168NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,576,566GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,005,817CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,410,513TotalRevAndExpnssAmt
Total Net Invst Incm$3,437,559TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$30,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$689OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$689OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,689TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$689TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,160,958ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,160,958ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,191,647TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,161,647TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,218,866ExcessRevenueOverExpensesAmt
Net Investment Income$3,437,559NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$421,252CashBOYAmt
Cash EOY$502,293CashEOYAmt
Cash EOYFMV$502,293CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,399,581SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,665,557SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,605,092SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,435,214CorporateStockBOYAmt
Corporate Stock EOY$18,279,310CorporateStockEOYAmt
Corporate Stock EOYFMV$18,301,598CorporateStockEOYFMVAmt
Other Assets BOY$20,411OtherAssetsBOYAmt
Other Assets EOY$28,164OtherAssetsEOYAmt
Other Assets EOYFMV$28,164OtherAssetsEOYFMVAmt
Total Assets BOY$26,276,458TotalAssetsBOYAmt
Total Assets EOY$28,475,324TotalAssetsEOYAmt
Total Assets EOYFMV$28,437,147TotalAssetsEOYFMVAmt
Accounts Payable BOY$20,000AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Total Liabilities BOY$20,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$26,256,458UnrestrictedBOYAmt
Unrestricted EOY$28,475,324UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$26,256,458TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,475,324TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,276,458TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,475,324TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,256,458TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,218,866ExcessRevenueOverExpensesAmt
Subtotal$28,475,324SubtotalAmt
Tot Net Ast Or Fund Balances EOY$28,475,324TotNetAstOrFundBalancesEOYAmt

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$9,576,566$8,200,028$1,376,538$1,376,538
CAPITAL GAIN DIVIDENDS$1,629,279P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,005,817CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,453,006AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,741,018NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.278711DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,698,176AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$22,414,575NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.343445DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,726,177AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$21,875,355NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.307477DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,304,428AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,425,609NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.455528DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,716,668AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$18,054,019NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.150474DistributionYr5Rt
Total Distribution1.535635TotalDistributionRt
Average Distribution0.307127AverageDistributionRt
Net Vl Noncharitable Assets$28,547,612NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,767,742AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$34,376NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,802,118AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,161,647QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$68,751InvestmentIncomeExciseTaxAmt
Subtotal$68,751SubtotalAmt
Tax Based On Investment Income$68,751TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,957EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$65,957TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$2,794TaxDueAmt

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 EntityfalseOwnControlledEntityInd
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
JIM WEDDLE
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$26,147,480AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,834,867AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,982,347TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,982,347AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$434,735CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,547,612NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,427,381MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,427,381MinimumInvestmentReturnAmt
Tax Based On Investment Income$68,751TaxBasedOnInvestmentIncomeAmt
Total Tax$68,751TotalTaxAmt
Distributable Before Adj$1,358,630DistributableBeforeAdjAmt
Distributable Before Ded$1,358,630DistributableBeforeDedAmt
Distributable As Adjusted$1,358,630DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,161,647ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$7,161,647QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,161,647AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,358,630DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,854,662ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,330,520ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,668,289ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,625,633ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,175,151ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,654,255TotalExcessDistributionCyovAmt
Qualifying Distributions$7,161,647QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,358,630AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,803,017RemainingDistriFromCorpusAmt
Total Corpus$34,457,272TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,854,662ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,602,610ExcessDistriCyovToNextYrAmt
Excess From Year4$8,330,520ExcessFromYear4Amt
Excess From Year3$5,668,289ExcessFromYear3Amt
Excess From Year2$6,625,633ExcessFromYear2Amt
Excess From Year1$6,175,151ExcessFromYear1Amt
Excess From Current Year$5,803,017ExcessFromCurrentYearAmt
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 (44 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$95,000
DONALD DANFORTH PLANT SCIENCE CENTER
975 NORTH WARSON ROADST LOUISMO63132PCCOMMUNITY SERVICE$100,000
GRAND CENTER INC
3526 Washington Ave 2ST LOUISMO63103PCCOMMUNITY SERVICE$25,000
PEDAL THE CAUSE
900 Spruce StST LOUISMO63102PCCOMMUNITY SERVICE$333,333
RX OUTREACH INC
3171 Riverport Tech Center DrMARYLAND HEIGHTSMO63043PCCOMMUNITY SERVICE$25,000
SAINT LOUIS SYMPHONY ORCHESTRA
718 n grand blvdST LOUISMO63103PCARTS$200,000
ST LOUIS UNIVERSITY
1 North GrandST LOUISMO63103PCEDUCATION$200,000
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$3,324,719
WEBSTER UNIVERSITY
470 E Lockwood AveWebster GrovesMO63119PCEDUCATION$25,000
CARDINAL RITTER COLLEGE PREP HIGH SCHOOL
701 N Spring AveST LOUISMO63108PCEDUCATION$50,000
CENTRAL INSTITUTE FOR THE DEAF
825 S TAYLOR AVEST LOUISMO63110PCCOMMUNITY SERVICE$20,000
PROJECT COPE
3529 MARCUS AVEST LOUISMO63115PCCOMMUNITY SERVICE$100,000
RANKEN JORDAN HOME FOR CONVALESCENT CRIPPLED CHILD
11365 DORSETT RDMARYLAND HEIGHTSMO63043PCHEALTH/HUMAN SERVICES$20,000
VALLEY OF THE SUN UNITED WAY
3200 E CAMELBACK RD 375PHOENIXAZ85018PCCOMMUNITY SERVICE$332,738
WESTMINSTER COLLEGE
WESTMINSTER COLLEGEFULTONMO65251PCEDUCATION$20,000
YMCA
326 SOUTH 21ST STREETST LOUISMO63103PCCOMMUNITY SERVICE$100,000
CENTER OF CREATIVE ARTS
524 TRINITY AVEST LOUISMO63130PCARTS$200,000
DE LA SALLE INC
1106 N JEFFERSON AVEST LOUISMO63106PCEDUCATION$20,000
DRURY UNIVERSITY
900 NORTH BENTON AVENUESPRINGFIELDMO65802PCEDUCATION$50,000
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
VARIETY THE CHILDRENS CHARITY
11840 WESTLINE INDUSTRIAL DRST LOUISMO63146PCHEALTH/HUMAN SERVICES$150,000
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$16,668
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
Susan G Komen Breast Cancer Foundation
213 W Institute Pl 302ChicagoIL60610PCHealth/Human Services$8,500
MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS
1 Theatre DrSt LouisMO63112PCArts$200,000
NORTHWESTERN MEMORIAL HEALTHCARE
251 E Huron StChicagoIL60611SO IIHealth/Human Services$8,500
SAINT LOUIS FASHION FUND
1533 Washington AveSt LouisMO63103PCCommunity Service$20,000
SALVATION ARMY
1130 Hampton AvenueSt LouisMO63139PCCommunity Service$89,000
URBAN LEAGUE OF METROPOLITAN ST LOUIS
3701 Grandel SquareSt LouisMO63108PCCommunity Service$62,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,160,958TotalGrantOrContriPdDurYrAmt

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$431,742ExclusionAmt
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$1,697,168ExclusionAmt
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$2,128,910ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,128,910TotalIncomeProducingActyAmt

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$281,603Yes (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
445,025 Shares of American New Perspective Fund$2,000,0002018-05-08
536,284 Shares of American Growth Fund America$2,000,0002018-08-29
661,678 Shares of American Growth Fund America$3,000,0002018-12-24

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)$1,241,597$1,207,998
AMERICAN CAPITAL INCOME BUILD$1,015,231$1,051,234
HARTFORD DIVIDEND & GROWTH FUN$1,209,118$1,185,609
AMERICAN INCOME FUND OF AMER$920,960$1,019,894
INVESCO VAN KAMPEN GROWTH & IN$1,168,948$1,069,583
MFS GROWTH FUND CL A$817,358$1,374,815
SMALLCAP WORLD FUND CL A$660,189$864,646
AMERICAN WASHINGTON MUTUAL$1,175,466$1,163,577
AMERICAN FUNDAMENTAL INVESTORS$1,161,050$1,156,175
HARTFORD GROWTH OPPORTUNITIES$1,460,324$1,241,498
AMERICAN NEW PERSPECTIVE FUND$1,361,495$1,333,356
HARTFORD MID-CAP FUND CLASS A$579,458$590,648
FRANKLIN SMALL-MID CAP GROWTH$597,064$568,689
NEW WORLD FUND(NEWFX)$845,994$898,804
VICTORY MUNDER MID-CAP CORE$405,370$257,307
MFS CORPORATE BOND FUND$526,242$506,804
JOHN HANCOCK BOND FUND$927,765$912,994
JOHN HANCOCK INTERNATIONAL$868,362$728,618
MFS VALUE FUND$1,337,319$1,169,349

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
BOY Book Value$20,411BOYBookValueAmt
EOY Book Value$28,164EOYBookValueAmt
EOYFMV$28,164EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANKING PROCESSING FEESDesc
Revenue And Expenses Per Books$689RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$689DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX EXPENSECategoryTxt

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