BETA

EDWARD JONES FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EDWARD JONES FOUNDATION (EIN 43-1595600)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-09-08
IRS object ID
201512519349100406
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-09-08T10:26:29-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Address Line2SuiteAddressLine2Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631666541ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN BASTIENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3145152000PhoneNum
Signature2015-09-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES URSCHLERPreparerPersonNm
PTINP00362907PTIN
Phone3143424900PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,808,689FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,623,746ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$356,327DividendsRevAndExpnssAmt
Dividends Net Invst Incm$356,327DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,012,281NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,524,751GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,012,281CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,992,354TotalRevAndExpnssAmt
Total Net Invst Incm$2,368,608TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$105,235TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$112OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$105,347TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,328,114ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,328,114ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,433,461TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,328,114TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,558,893ExcessRevenueOverExpensesAmt
Net Investment Income$2,368,608NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$153,175CashBOYAmt
Cash EOY$124,769CashEOYAmt
Cash EOYFMV$124,769CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,232,139SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,710,494SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,710,494SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$14,287,442CorporateStockBOYAmt
Corporate Stock EOY$15,260,500CorporateStockEOYAmt
Corporate Stock EOYFMV$17,312,504CorporateStockEOYFMVAmt
Other Investments BOY$2,517,444OtherInvestmentsBOYAmt
Other Investments EOY$1,640,100OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,639,577OtherInvestmentsEOYFMVAmt
Other Assets BOY$8,115OtherAssetsBOYAmt
Other Assets EOY$21,345OtherAssetsEOYAmt
Other Assets EOYFMV$21,345OtherAssetsEOYFMVAmt
Total Assets BOY$18,198,315TotalAssetsBOYAmt
Total Assets EOY$19,757,208TotalAssetsEOYAmt
Total Assets EOYFMV$21,808,689TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$18,198,315UnrestrictedBOYAmt
Unrestricted EOY$19,757,208UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$18,198,315TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,757,208TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,198,315TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,757,208TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,198,315TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,558,893ExcessRevenueOverExpensesAmt
Subtotal$19,757,208SubtotalAmt
Tot Net Ast Or Fund Balances EOY$19,757,208TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDtHow AcquiredHowAcquiredCd
21,316 SHS AMCAP LT$620,000$448,572$171,428$171,428
103,321 SHS GROWTH FUND OF AMERICA ST$4,461,094$4,482,897-$21,803-$21,803
86,800 SHS FUNDAMENTAL INVESTORS ST$4,537,237$4,467,573$69,664$69,664
20,453 SHS HARTFORD CAP APPRECIATION LT$956,164$741,291$214,873$214,8732014-03-14
855 SHS HARTFORD CAP APPRECIATION ST$39,953$28,262$11,691$11,6912014-03-14
89,682 SHS NEW PERSPECTIVE FUND ST$3,486,564$3,439,787$46,777$46,777
42,791 SHS WASHINGTON MUTUAL LT$1,718,878$1,183,643$535,235$535,2352014-04-23
76,318 SHS WASHINGTON MUTUAL ST$3,163,384$3,128,198$35,186$35,186
52,799 SHS NEW ECONOMY FUND ST$3,541,477$3,492,131$49,346$49,346
CAPITAL GAIN DIVIDENDS$899,884P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,012,281CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,716,668AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,054,019NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.150474DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,981,013NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,825,990AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,499,571NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.401804DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,079,004AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,451,762NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.377572DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,758,171AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,996,840NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.317278DistributionYr5Rt
Total Distribution1.247128TotalDistributionRt
Average Distribution0.249426AverageDistributionRt
Net Vl Noncharitable Assets$20,425,609NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,094,678AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$23,686NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,118,364AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,328,114QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$23,686InvestmentIncomeExciseTaxAmt
Subtotal$23,686SubtotalAmt
Tax Based On Investment Income$23,686TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$66,500EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$15,000AppliedToEsTaxAmt
Total Payments And Credits$81,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$226EsPenaltyAmt
Overpayment$57,588OverpaymentAmt
Applied To ES Tax$57,588AppliedToESTaxAmt

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 Line1PO BOX 66541AddressLine1Txt
CitySt LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631666541ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jim Weddle
PO BOX 66541St LouisMO631666541CHAIRMAN1.0$0$0$0
Kevin Bastien
PO BOX 66541St LouisMO631666541Trustee1.0$0$0$0
Norm Eaker
PO BOX 66541ST LOUISMO631666541TRUSTEE1.0$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$18,853,683AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,882,976AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,736,659TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,736,659AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$311,050CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,425,609NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,021,280MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,021,280MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,686TaxBasedOnInvestmentIncomeAmt
Total Tax$23,686TotalTaxAmt
Distributable Before Adj$997,594DistributableBeforeAdjAmt
Distributable Before Ded$997,594DistributableBeforeDedAmt
Distributable As Adjusted$997,594DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,328,114ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$9,328,114QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$23,686PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,304,428AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$997,594DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,011,291ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,412,124ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,106,303ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,854,662ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,384,380TotalExcessDistributionCyovAmt
Qualifying Distributions$9,328,114QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$997,594AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,330,520RemainingDistriFromCorpusAmt
Total Corpus$23,714,900TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,011,291ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,703,609ExcessDistriCyovToNextYrAmt
Excess From Year4$4,412,124ExcessFromYear4Amt
Excess From Year3$5,106,303ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$1,854,662ExcessFromYear1Amt
Excess From Current Year$8,330,520ExcessFromCurrentYearAmt
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 (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CITY ARCH RIVER 2015 FOUNDATION
ONE S MEMORIAL DRIVE SUITE 700ST LOUISMO63102PCCOMMUNITY SERVICE$2,500,000
WABASH COLLEGE
PO BOX 352CRAWFORDSVILLEIN479330352PCEDUCATION$200,000
AMERICAN NATIONAL RED CROSS
4050 LINDELL BOULEVARDSAINT LOUISMO63108PCCOMMUNITY SERVICE$100,000
ARTS & EDUCATION COUNCIL OF GREATER ST LOUIS
3547 OLIVE STST LOUISMO63103PCARTS$275,000
ASSISTANCE LEAGUE OF ST LOUIS
30 HENRY AVENUEELLISVILLEMO63011PCCOMMUNITY SERVICE$25,000
BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI
501 NORTH GRAND BOULEVARD 100ST LOUISMO63103PCCOMMUNITY SERVICE$41,000
CIVIC PROGRESS INC
800 MARKET STREET SUITE 1900ST LOUISMO63101PCCOMMUNITY SERVICE$65,000
CLAREMONT GRADUATE UNIVERSITY
150 EAST 10TH STREETCLAREMONTCA91711PCEDUCATION$60,000
DONALD DANFORTH PLANT SCIENCE CENTER
975 NORTH WARSON ROADST LOUISMO63132PCCOMMUNITY SERVICE$100,000
EDWARD JONES FAMILY YMCA
12521 Marine AveST LOUISMO63146PCCOMMUNITY SERVICE$50,000
FORT HAYS STATE UNIVERSITY FOUNDATION
600 PARK STREETHAYSKS67601PCEDUCATION$50,000
FRIENDS OF CHARACTERPLUS
1460 CRAIG ROADST LOUISMO63146PCCOMMUNITY SERVICE$25,000
GRAND CENTER INC
3526 Washington Ave 2ST LOUISMO63103PCCOMMUNITY SERVICE$100,000
MAGIC HOUSE
516 S Kirkwood RdST LOUISMO63122PCARTS$25,000
MARYVILLE UNIVERSTIY OF ST LOUIS
650 Maryville University DriveST LOUISMO63017PCEDUCATION$60,000
MERCY HEALTH FOUNDATION ST LOUIS
615 S NEW BALLAS ROADST LOUISMO63141SO IIHEALTH/HUMAN SERVICES$25,000
MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES
4344 Shaw BlvdST LOUISMO63110PCARTS$200,000
PEDAL THE CAUSE
900 Spruce StST LOUISMO63102PCCOMMUNITY SERVICE$300,000
RX OUTREACH INC
3171 Riverport Tech Center DrMARYLAND HEIGHTSMO63043PCCOMMUNITY SERVICE$25,000
THE SALVATION ARMY
3740 Telegraph RoadARNOLDMO63010PCCOMMUNITY SERVICE$80,000
ST LOUIS ART MUSEUM FOUNDATION
1 Fine Arts DrST LOUISMO63110PCARTS$25,000
ST LOUIS SCIENCE CENTER FOUNDATION
5050 Oakland AveST LOUISMO63110PCCOMMUNITY SERVICE$200,000
SAINT LOUIS SYMPHONY ORCHESTRA
718 N Grand BlvdST LOUISMO63103PCARTS$225,000
ST LOUIS UNIVERSITY
1 North GrandST LOUISMO63103PCEDUCATION$150,000
THE SAINT LOUIS ZOO FOUNDATION
1 Government DrST LOUISMO63110PCCOMMUNITY SERVICE$200,000
STAGES ST LOUIS
1023 Chesterfield Parkway EastCHESTERFIELDMO63017PCARTS$50,000
SUSAN G KOMEN BREAST CANCER FOUNDATION
500 LBJ Freeway Suite 250DALLASTX75244PCHEALTH/HUMAN SERVICES$25,000
TEACH FOR AMERICA INC
1204 Washington Ave Suite 300ST LOUISMO63103PCEDUCATION$33,333
UNITED WAY OF GREATER ST LOUIS INC
910 N 11ST STST LOUISMO63101PCCOMMUNITY SERVICE$3,488,781
UNIVERSITY OF MISSOURI AT ST LOUIS ALUMNI ASSOCIA
1 University BlvdST LOUISMO63121PCEDUCATION$200,000
VARIETY THE CHILDRENS CHARITY OF ST LOUIS
2200 W Port Plaza Dr 2ST LOUISMO63146PCHEALTH/HUMAN SERVICES$175,000
WASHINGTON UNIVERSITY
1 Brookings DrST LOUISMO63130PCEDUCATION$100,000
WEBSTER UNIVERSITY
470 E Lockwood AveWebster GrovesMO63119PCEDUCATION$100,000
CARDINAL RITTER COLLEGE PREP HIGH SCHOOL
701 N Spring AveST LOUISMO63108PCEDUCATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,328,114TotalGrantOrContriPdDurYrAmt

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$356,327ExclusionAmt
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$2,012,281ExclusionAmt
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$2,368,608ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,368,608TotalIncomeProducingActyAmt

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 (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EDWARD D JONES CO LP
1PO BOX 66541St LouisMO631666541$188,720Yes (X)
EDWARD D JONES CO LP
2PO BOX 66541ST LOUISMO631666541$1,491,343Yes (X)
EDWARD D JONES CO LP
3PO BOX 66541St LouisMO631666541$1,989,600Yes (X)
EDWARD D JONES CO LP
4PO BOX 66541St LouisMO631666541$2,002,564Yes (X)
EDWARD D JONES CO LP
5PO BOX 66541St LouisMO631666541$2,951,519Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
239,391 SHS AMERICAN FUNDS NEW ECONOMY A$1,491,3432014-01-31
338,633 SHS AMERICAN FUNDS FUNDAMENTAL INVESTORS A$1,977,2672014-04-25
451,138 SHS AMERICAN FUNDS NEW PERSPECTIVE A$2,002,5642014-08-27
570,291 SHS AMERICAN FUNDS WASHINGTON MUTUAL A$2,951,5192014-12-12

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 (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMCAP FUND CL A$985,658$1,043,537
CAPITAL INCOME BUILDER FUND CL$1,704,945$1,965,692
FRANKLIN MUTUAL SHARES FUND CL$1,698,349$2,004,711
HARTFORD DIVIDEND & GROWTH FUN$898,051$1,080,763
INCOME FUND OF AMERICA FUND CL$1,589,137$1,990,906
INVESCO VAN KAMPEN GROWTH & IN$1,601,006$2,076,526
MFS GROWTH FUND CL A$689,259$1,023,876
SMALLCAP WORLD FUND CL A$687,458$952,537
WASHINGTON MUTUAL INVESTORS FU$2,114,322$2,064,099
FUNDAMENTAL INVESTORS FUND$1,100,887$1,075,655
HARTFORD GROWTH OPPORTUNITIES$1,141,161$1,054,422
NEW PERSPECTIVE FUND$1,050,267$979,780

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCERTIFICATES OF DEPOSITCategoryOrItemTxt
Book Value$1,640,100BookValueAmt
EOYFMV$1,639,577EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
BOY Book Value$8,115BOYBookValueAmt
EOY Book Value$21,345EOYBookValueAmt
EOYFMV$21,345EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX EXPENSECategoryTxt
Amt$105,235Amt

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