EDWARD JONES FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD JONES FOUNDATION (EIN 43-1595600)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201423179349101002
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T12:12:34-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH 4TH ST SUITE 300 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431595600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDWARD D JONES & CO FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EDWARD D JONES & CO LP | InCareOfNm |
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 3145152000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66541 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 631666541 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BASTIEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3145152000 | PhoneNum |
| Signature | 2014-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES F URSCHLER | PreparerPersonNm |
| PTIN | P00362907 | PTIN |
| Phone | 3145152000 | PhoneNum |
| Preparation | 2014-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,172,583 | 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 | $4,044,620 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $243,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,791,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,197,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,791,055 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $59 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $59 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,079,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,034,754 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,000 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,716,668 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,716,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,722,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,716,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,356,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,034,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $375,843 | CashBOYAmt |
| Cash EOY | $153,175 | CashEOYAmt |
| Cash EOYFMV | $153,175 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $611,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,232,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,232,139 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,484,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,287,442 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,260,105 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,359,559 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,517,444 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,519,049 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,213 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,115 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,115 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,841,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,198,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,172,583 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,841,609 | UnrestrictedBOYAmt |
| Unrestricted EOY | $18,198,315 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,841,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,198,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,841,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,198,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,841,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,356,706 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,198,315 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,198,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 92,958 SHS GROWTH FUND OF AMERICA | 2013-10-13 | $4,044,621 | $3,981,408 | $63,213 | $63,213 |
| 32,660 SHS FUNDAMENTAL INVESTORS | 2013-10-13 | $1,611,463 | $1,255,449 | $356,014 | $356,014 |
| 989 SHS FUNDAMENTAL INVESTORS | 2013-10-13 | $48,815 | $37,698 | $11,117 | $11,117 |
| 64,055 SHS NEW PERSPECTIVE FUND | 2013-10-13 | $2,371,317 | $1,598,585 | $772,732 | $772,732 |
| 3,285 SHS NEW PERSPECTIVE FUND | 2013-10-13 | $121,616 | $93,000 | $28,616 | $28,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,791,055 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,981,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,825,990 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,499,571 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.401804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,079,004 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,451,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.377572 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,758,171 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,996,840 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.317278 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,687,752 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,173,260 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.257948 | DistributionYr5Rt |
| Total Distribution | 1.354602 | TotalDistributionRt |
| Average Distribution | 0.27092 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,054,019 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,891,195 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,348 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,911,543 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,716,668 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,695 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,695 | SubtotalAmt |
| Tax Based On Investment Income | $40,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $16,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $112 | EsPenaltyAmt |
| Tax Due | $22,807 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD D JONES & CO LP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3145152000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12555 MANCHESTER ROAD | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jim Weddle | ||||||||
| PO BOX 66541 | St Louis | MO | 631666541 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| Kevin Bastien | ||||||||
| PO BOX 66541 | St Louis | MO | 631666541 | Trustee | 1.0 | $0 | $0 | $0 |
| Norm Eaker | ||||||||
| PO BOX 66541 | ST LOUIS | MO | 631666541 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,179,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,149,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,328,953 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,328,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $274,934 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,054,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $902,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $902,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,695 | TotalTaxAmt |
| Distributable Before Adj | $862,006 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $862,006 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $862,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,716,668 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,716,668 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,716,668 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $862,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $3,788,207 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,011,291 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,412,124 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,106,303 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $17,317,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,716,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $862,006 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,854,662 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,172,587 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,788,207 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,384,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,011,291 | ExcessFromYear4Amt |
| Excess From Year3 | $4,412,124 | ExcessFromYear3Amt |
| Excess From Year2 | $5,106,303 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $1,854,662 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CITY ARCH RIVER 2015 FOUNDATION | ||||||
| ONE S MEMORIAL DRIVE SUITE 700 | SAINT LOUIS | MO | 63102 | PC | COMMUNITY SERVICE | $2,500,000 |
| SOUTHSIDE EARLY CHILDHOOD CENTER | ||||||
| 2930 IOWA DRIVE | SAINT LOUIS | MO | 63118 | PC | COMMUNTIY SERVICE | $16,668 |
| WABASH COLLEGE | ||||||
| PO BOX 352 | CRAWFORDSVILLE | IN | 479330352 | PC | EDUCATION | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,716,668 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,791,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,034,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,034,754 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| EDWARD JONES PAC | |
| 527 | COMMON DIRECTORS |
| EDJ EMPL H&W TRUST | |
| 501(C)(9) | COMMON DIRECTORS |
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 Person | EDWARD D JONES CO LP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66541 | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 631666541 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,044,620 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMCAP FUND CL A | $743,708 | $946,972 |
| CAPITAL INCOME BUILDER FUND CL | $1,264,945 | $1,486,694 |
| FRANKLIN MUTUAL SHARES FUND CL | $1,463,349 | $1,689,548 |
| HARTFORD CAPITAL APPRECIATION | $769,553 | $994,411 |
| HARTFORD DIVIDEND & GROWTH FUN | $718,987 | $887,903 |
| INCOME FUND OF AMERICA FUND CL | $1,209,137 | $1,527,484 |
| INVESCO VAN KAMPEN GROWTH & IN | $1,217,347 | $1,722,900 |
| MFS GROWTH FUND CL A | $633,976 | $928,823 |
| SMALLCAP WORLD FUND CL A | $572,043 | $911,255 |
| WASHINGTON MUTUAL INVESTORS FU | $1,211,500 | $1,721,340 |
| GROWTH FUND OF AMERICA | $4,482,897 | $4,442,775 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERTIFICATES OF DEPOSIT | CategoryOrItemTxt |
| Book Value | $2,517,444 | BookValueAmt |
| EOYFMV | $2,519,049 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $10,213 | BOYBookValueAmt |
| EOY Book Value | $8,115 | EOYBookValueAmt |
| EOYFMV | $8,115 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $59 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $59 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $6,000 | Amt |
Comments