Edward Jones Foundation FY2020 filing

St Louis, MOPrivate foundation / grantmakerEIN 43-1595600Revenue $7.8M in FY2020

On file with the IRSPo Box 66541 · St Louis, MO

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FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990-PF
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $16.1M a year · 55% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
990-PF Pt I · 3 filings
Cash reserves
8 mo
of spending, in cash
Looks good: 8.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$286K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.8M
Spent
$11.5M
Net assets
$25.4M
By yearFY2020–FY2022
Revenue
$7.8M
FY2020
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Revenue by fiscal year
FY2020$7.8M
FY2021$44.9M
FY2022$35.2M
Expenses
$11.5M
FY2020
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Expenses by fiscal year
FY2020$11.5M
FY2021$12.8M
FY2022$15.2M
Net assets
$25.4M
FY2020
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Net assets by fiscal year
FY2020$25.4M
FY2021$57.6M
FY2022$77.5M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 100% · $11.5M Operating & administrative 0% · $50K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See Edward Jones Foundation executive salaries →

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Programs and updates

A private foundation based in St Louis, MO.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 203 grants · $15.1M · 2022–2022
Great Rivers Greenway FoundationMO · FY2022$1,845,491
Bi-State Development AgencyFY2022$1,000,000
Saint Louis Symphony OrchestraMO · FY2022$550,000
Valley of the Sun United WayAZ · FY2022$536,097
St Louis Community FoundationFY2022$500,000
Pedal the CauseMO · FY2022$334,834
Webster UniversityMO · FY2022$250,000
Individual RecipientFY2022$250,000
Saint Louis UniversityFY2022$225,000
Washington UniversityMO · FY2022$210,000
Municipal Theatre Association of St LouisFY2022$200,000
Individual RecipientFY2022$200,000
Curators of the University of MissouriFY2022$200,000
See all 203 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV133
Average grantPart XV$74K
Median grantPart XV$2K
Largest grantPart XV$3.7M
Top cause focusNTEEHuman Services (11%)

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$7.8M
Gifts and grants$6.0M
Investment income$1.8M
Money out
$11.5M
Grants paid$11.5M
Running costs$50K
Owns and owes
$25.4M
net assets
Cash and savings$8.0M
Total assets$25.7M
Liabilities$286K
2In more detail
Revenue in detail
Gifts and grants$6.0M
Investment income$1.8M
Total revenue$7.8M
Assets in detailEnd of year
Cash and savings together$8.0M
Total assets$25.7M
Liabilities$286K
Net assets$25.4M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $35.2M$15.2M$20.0M$77.5M 990 PDF
FY2021 $44.9M$12.8M$32.1M$57.6M 990 PDF
FY2020 Viewing $7.8M$11.5M−$3.7M$25.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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