Civic Intelligence

Edward Jones Disaster Relief Fund

EIN 82-2792510 • 501(c)3 • Saint Louis, MO

Profile

See schedule othe edward jones disaster relief fund (the "fund") provides financial grants to employees and partners ("associates") of the jones financial companies, l.l.l.p and its direct and indirect affiliates ("edward jones") who have suffered a substantial economic loss as a result of a "qualifed disaster," as defined in section 139 of the code.

12555 Manchester RoadSaint Louis, MO 63131-3710

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

97th percentile

203%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

93rd percentile

115%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$695,727

Up $620,010 (+819%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$695,727

Up $620,010 (+819%) from 2022

Revenue

Up

$632,144

Up $495,769 (+364%) from 2022

Expenses

Down

$60,760

Down $148,330 (-71%) from 2022

Net Income

Up

$571,384

Up $644,099 (+886%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2017: $59,286Liabilities 2017: $0Net Assets 2017: $59,2862017Assets 2018: $53,688Liabilities 2018: $42,891Net Assets 2018: $10,7972018Assets 2019: $1,082Liabilities 2019: $0Net Assets 2019: $1,0822019Assets 2020: $360,295Liabilities 2020: $0Net Assets 2020: $360,2952020Assets 2021: $141,564Liabilities 2021: $7,812Net Assets 2021: $133,7522021Assets 2022: $75,717Liabilities 2022: $0Net Assets 2022: $75,7172022Assets 2024: $695,727Liabilities 2024: $0Net Assets 2024: $695,7272024

Highlighted filing

2024

Assets$695,727
Liabilities$0
Net Assets$695,727

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2017: $627,060Expenses 2017: $567,774Net Income 2017: $59,2862017Revenue 2018: $367,433Expenses 2018: $415,922Net Income 2018: -$48,4892018Revenue 2019: $53,795Expenses 2019: $63,510Net Income 2019: -$9,7152019Revenue 2020: $989,532Expenses 2020: $630,319Net Income 2020: $359,2132020Revenue 2021: $132,962Expenses 2021: $359,505Net Income 2021: -$226,5432021Revenue 2022: $136,375Expenses 2022: $209,090Net Income 2022: -$72,7152022Revenue 2024: $632,144Expenses 2024: $60,760Net Income 2024: $571,3842024

Highlighted filing

2024

Revenue$632,144
Expenses$60,760
Net Income$571,384

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 26, 2023
Return Version
2022v5.0
Gross Receipts
$136,375
Mission and Program Overview

Mission

The edward jones disaster relief fund (the "fund") provides financial grants to employees and partners ("associates") of the jones financial companies, l.l.l.p. And its direct and indirect affiliates ("edward jones") who have suffered a substantial economic loss as a result of a "qualified disaster," as defined in section 139 of the code.

The edward jones disaster relief fund (the "fund") provides financial grants to employees and partners ("associates") of the jones financial companies, l.l.l.p. And its direct and indirect affiliates ("edward jones") who have suffered a substantial economic loss as a result of a "qualifed disaster," as defined in section 139 of the code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$56,859$58,034▲ $1,175
Pledges and Grants Receivable$84,705$17,683▼ $67,022
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$141,564$75,717▼ $65,847
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$7,812$0▼ $7,812
Accounts Payable and Accrued Expenses$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,812$0▼ $7,812
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$133,752$75,717▼ $58,035
Net Assets With Donor Restrictions-$0-
Total Net Assets Fund Balance$133,752$75,717▼ $58,035
Total Liabilities and Net Assets / Fund Balance$141,564$75,717▼ $65,847
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laura EllenhornDirector & President - as of 1/1/22
Wayne RobertsDirector - as of 1/1/22
Suzan L McdanielDirector - as of 10/1/22
Kristin M JohnsonDirector - Until 10/1/22
Chris N LewisDirector and Secretary
Andrew T MiedlerDirector and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$135,884
Program Service Revenue
$0
Investment Income
$491
Other Revenue
$0
All Other Contributions
$111,420
Change in Net Assets
$-72,715

Audited Revenue Reconciliation

Revenue per Audited Statements
$136,375
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$149,770
Total Revenue per Audited Statements
$286,145
Total Revenue per Form 990
$136,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$184,758
Other Expenses$24,332
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$184,758--$184,758
Fees for Services Accounting-$22,800-$22,800
Fees for Services Other-$1,532-$1,532
Total Functional Expenses$184,758$24,332$0$209,090

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$358,860
Expenses per Audited Statements$209,090
Total Expenses per Form 990$209,090
Expenses Not Reported on Form 990$149,770
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

All of the current officers and directors of edward jones disaster relief fund are general partners of the jones financial companies, l.l.l.p. And provide services to edward d. Jones & co., l.p.

Form 990, Part VI, Section B, Line 11B

Information to complete the return is provided to a thrid-party cpa firm, who will initially prepare and review before sending to the income tax team. The income tax team will provide a detailed review and sign off from a senior accounant and the tax manager. A member of the selection committee will also provide a detailed review of the return prior to filing. The senior tax manager and the general partner will do a high level review and sign off. The return will then go to brian buckley for final approval/signature.

Form 990, Part VI, Section B, Line 12C

Annually, the directors, officers, and selection committee members will review and sign a statement: (a) disclosing financial and other interests that may constitute a conflict; and (b) acknowledging that they (i) received a copy of the conflict of interest policy; (ii) have read and understand the conflict of interest policy; (iii) have agreed to comply with the conflict of interest policy; and (iv) understand that the organization must engage primarily in activities that acomplish its tax exempt purpose (the "annual statement"). Additionally, at the beginning of each review by the selection committee of applications for grants, the conflict of interest policy is discussed with the committee. Each committee member reviews the policy, asks any relevant questions and signs the annual statement indicating their consent. Further, in the event that a member of the selection committee has or may apply for a grant from the organization with respect to the same federally declared natural disaster for which the organization is reviewing grant applications, that committee member will recuse himself/herself from the discussion of the related applications.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Edward Jones Disaster Relief Fund
EIN
82-2792510
Phone
3145152000
Address
12555 MANCHESTER ROAD, SAINT LOUIS, MO 63131-3710

Signing Officer

Name
Brian Buckley
Title
Treasurer and Director
Phone
3145152000
Signed
2023-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Ellenhorn
Formed
2017
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
26

Preparer

Firm
Kpmg Llp
Address
191 W NATIONWIDE BLVD SUITE 500, COLUMBUS, OH 43215
Preparer
Mollie P Longhouse
Phone
6142492300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 8

The organization identified $14,680 of contributions pledged but not yet received for the year ended 2021 which were not previously recorded.

Raw XML AppendixShowing 400 of 494 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE EDWARD JONES DISASTER RELIEF FUND (THE "FUND") PROVIDES FINANCIAL GRANTS TO EMPLOYEES AND PARTNERS ("ASSOCIATES") OF THE JONES FINANCIAL COMPANIES, L.L.L.P. AND ITS DIRECT AND INDIRECT AFFILIATES ("EDWARD JONES") WHO HAVE SUFFERED A SUBSTANTIAL ECONOMIC LOSS AS A RESULT OF A "QUALIFED DISASTER," AS DEFINED IN SECTION 139 OF THE CODE.
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IRS990/Desc0SEE SCHEUDLE OWHEN A "QUALIFED DISASTER" OCCURED, EDWARD JONES ASSOCIATES RECEIVED COMMUNICATION VIA EMAIL FROM EDWARD JONES AND ON THE EDWARD JONES INTRANET. THE DOCUMENT ENTITLED "EDWARD JONES DISASTER RELIEF FUND" WAS SENT VIA EMAIL TO EDWARD JONES ASSOCIATES AND REGIONAL LEADERS FOLLOWING EACH QUALIFED DISASTER, WHICH INCLUDED THE COVID-19 PANDEMIC, HURRICANE IAN, HURRICAN IDA, KENTUCKY TORNADO, AND ST. LOUIS FLOODS, TO REMIND THEM OF THE EXISTENCE OF THE FUND AND THE OPPORTUNITY TO APPLY FOR A GRANT.IN ORDER TO QUALIFY FOR ASSISTANCE FROM THE FUND, ASSOCIATES MUST COMPLETE AN APPLICATION THAT REQUIRES THEM TO SUNSTANTIATE THEIR ECONOMIC NEED FROM A "QUALIFED DISASTER." THE APPLICATION ALLOWS APPLICANTS TO IDENTIFY THE SPECIFIC QUALIFED DISASTER FOR WHICH THEY ARE REQUESTING A GRANT.DURING 2022, THE EDWARD JONES DISASTER RELIEF FUND PROVIDED DISASTER RELIEF TO 40 INDIVIDUALS FOR A TOTAL OF $184,758.
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IRS990/MissionDesc0SEE SCHEDULE OTHE EDWARD JONES DISASTER RELIEF FUND (THE "FUND") PROVIDES FINANCIAL GRANTS TO EMPLOYEES AND PARTNERS ("ASSOCIATES") OF THE JONES FINANCIAL COMPANIES, L.L.L.P AND ITS DIRECT AND INDIRECT AFFILIATES ("EDWARD JONES") WHO HAVE SUFFERED A SUBSTANTIAL ECONOMIC LOSS AS A RESULT OF A "QUALIFED DISASTER," AS DEFINED IN SECTION 139 OF THE CODE.
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IRS990/PYTotalRevenueAmt0132962
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-72715
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt024464
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IDENTIFIED $14,680 OF CONTRIBUTIONS PLEDGED BUT NOT YET RECEIVED FOR THE YEAR ENDED 2021 WHICH WERE NOT PREVIOUSLY RECORDED AND AS A RESULT ADJUSTED THE PRIOR YEAR CONTRIBUTIONS TO INCLUDE $14,680 OF ADDITIONAL CONTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION A, COLUMN (D)
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0135884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0147617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0989505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt053735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0366752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01693493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0681
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01284
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98670
IRS990ScheduleA/PublicSupportTotal170Amt01672311
IRS990ScheduleA/SubstantialContributorsTotAmt021182
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0135884
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0147617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0989505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt053735
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0366752
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01693493
IRS990ScheduleA/TotalSupportAmt01694777
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0149770
IRS990ScheduleD/DonatedServicesUseFcltsAmt0149770
IRS990ScheduleD/ExpensesNotReportedAmt0149770
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0209090
IRS990ScheduleD/RevenueNotReportedAmt0149770
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0136375
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0209090
IRS990ScheduleD/TotalRevenuePerForm990Amt0136375
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0286145
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0358860
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt116524
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2108596
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt37940
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt435698
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COVID DISASTER RELIEF
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1HURRICANE IAN
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2HURRICANE IDA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3KENTUCKY TORNADO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4ST. LOUIS FLOODS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt112
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt219
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt45
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc3N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc4N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE DISASTER RELIEF FUND REQUIRES THOSE IN NEED TO FILL OUT AN APPLICATION. APPLICANTS WERE ELIGIBLE FOR GRANTS ONLY IF THEY LIVED IN A REGION OF THE COUNTRY AFFECTED BY ONE OR MORE DISASTER IN 2022. THE AFFECTED APPLICANT MUST SUBSTANTIATE THE IMPACT WITH EXAMPLES AND COST OF THE LOSSES AND NEED AND ATTEST THAT THE APPLICATION IS ACCURATE, COMPLETE, AND BASED ON A FINANCIAL NEED DIRECTLY RELATED TO THE DISASTER. A SELECTION COMMITTEE OVERSEES THE APPROVAL AND DENIAL OF APPLICATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OF THE CURRENT OFFICERS AND DIRECTORS OF EDWARD JONES DISASTER RELIEF FUND ARE GENERAL PARTNERS OF THE JONES FINANCIAL COMPANIES, L.L.L.P. AND PROVIDE SERVICES TO EDWARD D. JONES & CO., L.P.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION TO COMPLETE THE RETURN IS PROVIDED TO A THRID-PARTY CPA FIRM, WHO WILL INITIALLY PREPARE AND REVIEW BEFORE SENDING TO THE INCOME TAX TEAM. THE INCOME TAX TEAM WILL PROVIDE A DETAILED REVIEW AND SIGN OFF FROM A SENIOR ACCOUNANT AND THE TAX MANAGER. A MEMBER OF THE SELECTION COMMITTEE WILL ALSO PROVIDE A DETAILED REVIEW OF THE RETURN PRIOR TO FILING. THE SENIOR TAX MANAGER AND THE GENERAL PARTNER WILL DO A HIGH LEVEL REVIEW AND SIGN OFF. THE RETURN WILL THEN GO TO BRIAN BUCKLEY FOR FINAL APPROVAL/SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, THE DIRECTORS, OFFICERS, AND SELECTION COMMITTEE MEMBERS WILL REVIEW AND SIGN A STATEMENT: (A) DISCLOSING FINANCIAL AND OTHER INTERESTS THAT MAY CONSTITUTE A CONFLICT; AND (B) ACKNOWLEDGING THAT THEY (I) RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (II) HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY; (III) HAVE AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY; AND (IV) UNDERSTAND THAT THE ORGANIZATION MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACOMPLISH ITS TAX EXEMPT PURPOSE (THE "ANNUAL STATEMENT"). ADDITIONALLY, AT THE BEGINNING OF EACH REVIEW BY THE SELECTION COMMITTEE OF APPLICATIONS FOR GRANTS, THE CONFLICT OF INTEREST POLICY IS DISCUSSED WITH THE COMMITTEE. EACH COMMITTEE MEMBER REVIEWS THE POLICY, ASKS ANY RELEVANT QUESTIONS AND SIGNS THE ANNUAL STATEMENT INDICATING THEIR CONSENT. FURTHER, IN THE EVENT THAT A MEMBER OF THE SELECTION COMMITTEE HAS OR MAY APPLY FOR A GRANT FROM THE ORGANIZATION WITH RESPECT TO THE SAME FEDERALLY DECLARED NATURAL DISASTER FOR WHICH THE ORGANIZATION IS REVIEWING GRANT APPLICATIONS, THAT COMMITTEE MEMBER WILL RECUSE HIMSELF/HERSELF FROM THE DISCUSSION OF THE RELATED APPLICATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION IDENTIFIED $14,680 OF CONTRIBUTIONS PLEDGED BUT NOT YET RECEIVED FOR THE YEAR ENDED 2021 WHICH WERE NOT PREVIOUSLY RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 8
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1MO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0INVESTMENT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1INVESTMENT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0EDWARD D JONES & CO LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1THE JONES FINANCIAL COMPANIES LLLP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt012555 MANCHESTER ROAD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt112555 MANCHESTER ROAD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0ST LOUIS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1ST LOUIS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1MO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd063131
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd163131
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EDWARD JONES FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GRANTMAKING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 66541
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ST LOUIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063166
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/StatesWhereCopyOfReturnIsFldCd1AR
IRS990/StatesWhereCopyOfReturnIsFldCd2CA
IRS990/StatesWhereCopyOfReturnIsFldCd3FL
IRS990/StatesWhereCopyOfReturnIsFldCd4HI
IRS990/StatesWhereCopyOfReturnIsFldCd5IL
IRS990/StatesWhereCopyOfReturnIsFldCd6KS
IRS990/StatesWhereCopyOfReturnIsFldCd7KY
IRS990/StatesWhereCopyOfReturnIsFldCd8MD
IRS990/StatesWhereCopyOfReturnIsFldCd9MA
IRS990/StatesWhereCopyOfReturnIsFldCd10MI
IRS990/StatesWhereCopyOfReturnIsFldCd11MN
IRS990/StatesWhereCopyOfReturnIsFldCd12MS
IRS990/StatesWhereCopyOfReturnIsFldCd13NH
IRS990/StatesWhereCopyOfReturnIsFldCd14NJ
IRS990/StatesWhereCopyOfReturnIsFldCd15NM

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