Civic Intelligence

Edward Jones Foundation

990PF • Fiscal year 2023 • EIN 92-1435643

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
PO Box 66541St Louis, MO 63166-6541

(314) 515-2000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

$101,433,790

No earlier filing loaded for comparison.

Net Assets

$101,433,790

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin91st percentile

Revenue

$45,684,896

No earlier filing loaded for comparison.

Expenses

$21,784,988

No earlier filing loaded for comparison.

Net Income

$23,899,908

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2023: $101,433,790Liabilities 2023: $0Net Assets 2023: $101,433,7902023Assets 2024: $138,906,078Liabilities 2024: $250,000Net Assets 2024: $138,656,0782024

Highlighted filing

2023

Assets$101,433,790
Liabilities$0
Net Assets$101,433,790
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Revenue 2023: $45,684,896Expenses 2023: $21,784,988Net Income 2023: $23,899,9082023Revenue 2024: $57,674,172Expenses 2024: $20,451,884Net Income 2024: $37,222,2882024

Highlighted filing

2023

Revenue$45,684,896
Expenses$21,784,988
Net Income$23,899,908
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PENNY PENNINGTONChairman-$0--
ANDREW MIEDLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Edward Jones Foundation
EIN
92-1435643
Phone
3145152000
Address
PO BOX 66541, ST LOUIS, MO 63166-6541

Signing Officer

Name
Andrew T Miedler
Title
Trustee
Phone
3145152000
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
191 W NATIONWIDE BLVD STE 500, COLUMBUS, OH 43215
Preparer
Mollie P Longhouse
Phone
6142492300
Raw XML AppendixShowing 400 of 31,175 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FORM 990-PF STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IN 1992, EDWARD D. JONES & COMPANY FOUNDATION WAS FORMED WITH AN EIN OF 43-1595600 AND WAS A TRUST. THIS TRUST WAS RECOGNIZED AS DESCRIBED IN SECTION 501(C)(3) ON JANUARY 21, 1992 AND A PRIVATE FOUNDATION DESCRIBED IN SECTION 509(A). THE NAME OF THIS FOUNDATION WAS SUBSEQUENTLY CHANGED TO EDWARD JONES FOUNDATION (THE "OLD EDWARD JONES FOUNDATION"). ON OCTOBER 1, 2022, A NEW ENTITY, ALSO CALLED EDWARD JONES FOUNDATION (THE "NEW EDWARD JONES FOUNDATION"), WAS FORMED WITH AN EIN OF 92-1435643 AND WAS A CORPORATION EFFECTIVELY CONTROLLED BY THE SAME PERSONS WHO EFFECTIVELY CONTROLLED THE OLD EDWARD JONES FOUNDATION. THE NEW EDWARD JONES FOUNDATION WAS RECOGNIZED AS DESCRIBED IN SECTION 501(C)(3) ON JANUARY 17, 2023, AND WAS ALSO A PRIVATE FOUNDATION DESCRIBED IN SECTION 509(A). ON JANUARY 10, 2024, THE OLD EDWARD JONES FOUNDATION TRANSFERRED ALL OF ITS ASSETS TO THE NEW EDWARD JONES FOUNDATION IN A TRANSACTION DESCRIBED IN SECTION 507(B)(2) AND 1.507-3(A)(9)(I). THE OLD EDWARD JONES FOUNDATION THEN TERMINATED ITS PRIVATE FOUNDATION STATUS IN A NOTICE SENT TO THE IRS ON FEBRUARY 14, 2024.THE IRS APPARENTLY MISUNDERSTOOD THIS TRANSACTION BECAUSE THE NEW EDWARD JONES FOUNDATION RECEIVED A LETTER ON NOVEMBER 11, 2024, STATING THAT THE IRS HAD "INCORRECTLY ASSIGNED MORE THAN ONE EIN TO YOU," THAT 92-1435643 SHOULD BE USED, AND THAT "THE FOLLOWING INCORRECTLY ASSIGNED NUMBER: 43-1595600" SHOULD NOT BE USED. SUBSEQUENTLY, WHEN OLD EDWARD JONES FOUNDATION ATTEMPTED TO E-FILE THE 2023 FORM 990-PF FOR THE OLD EDWARD JONES FOUNDATION USING THE EIN OF 43-1595600, IT COULD NOT DO SO BECAUSE THAT EIN WAS NO LONGER IN THE IRS EO BUSINESS MASTER FILE. THE OLD EDWARD JONES FOUNDATION THEN TRIED TO PAPER FILE ITS 2023 FORM 990-PF USING ITS EIN OF 43-1595600 AND RECEIVED A REJECTION LETTER (LTR 2697C) WITH THAT EIN CROSSED OUT AND THE EIN OF THE NEW EDWARD JONES FOUNDATION WRITTEN OVER IT. FINALLY, ON JANUARY 21, 2025, THE OLD EDWARD JONES FOUNDATION CALLED THE TAX-EXEMPT ENTITIES HELP LINE TO TRY TO GET ASSISTANCE WITH E-FILING ITS FINAL FORM 990-PF (UNDER THE OLD EIN OF 43-1595600) FOR THE SHORT PERIOD BEFORE IT DISSOLVED IN 2024. THE IRS REPRESENTATIVE INDICATED THAT THE IRS MERGED THE TWO ENTITIES IN 2022 AND THAT ALL TAX FILINGS BEGINNING IN 2023 SHOULD BE MADE UNDER THE NEW EIN OF 92-1435643. AS A RESULT OF THAT DISCUSSION AND THE FACT THAT ALL ATTEMPTS TO FILE THE 2023 FORM 990-PF WITH THE EIN OF 43-1595600 FAILED, THE 2023 FORM 990-PF HAS BEEN ELECTRONICALLY FILED UNDER THE NEW EIN OF 92-1435643 AND NO FINAL 2024 FORM 990-PF WILL BE FILED FOR THE EIN OF 43-1595600.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,433,790
Liabilities
$0
Net assets
$101,433,790
Revenue
$45,684,896
Expenses
$21,784,988
Net income
$23,899,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$139$0.25$139$57.7$20.5$37.2
2023Detailed filing. Detailed filing data is available for this year.$101$0.00$101$45.7$21.8$23.9