2025-06-25T09:01:13-05:00 2024-12-31 135565207 KPMG LLP 191 W NATIONWIDE BLVD STE 500 COLUMBUS OH 43215 990 2024-01-01 822792510 EDWARD JONES DISASTER RELIEF FUND EDWA 3145152000 12555 MANCHESTER ROAD SAINT LOUIS MO 631313710 BRIAN BUCKLEY TREASURER AND DIRECTOR 3145152000 2025-06-24 1 0 MOLLIE P LONGHOUSE P00294881 6142492300 2025-06-23 2024 2025-03-06 01:10:19Z LAURA ELLENHORN 12555 MANCHESTER ROAD SAINT LOUIS MO 631313710 632144 0 X N/A X 2017 MO 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. 5 0 0 26 0 0 310389 623611 0 0 4394 8533 0 0 314783 632144 242097 28414 0 0 0 0 0 0 0 24060 32346 266157 60760 48626 571384 124343 695727 0 0 124343 695727 X 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. 0 0 28414 28414 SEE 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 HURRICANES HELENE, IAN, AND MILTON, AND THE MAUI WILDFIRES 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 SUBSTANTIATE 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 2024, THE EDWARD JONES DISASTER RELIEF FUND PROVIDED DISASTER RELIEF TO 15 INDIVIDUALS FOR A TOTAL OF $28,414. 28414 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL HI IL KS KY MD MA MI MN MS NH NJ NM NC OR PA RI SC TN VA WV WI X BRIAN BUCKLEY 3145152000 12555 MANCHESTER ROAD ST LOUIS MO 631313710 X SUZAN L MCDANIEL DIRECTOR 1.00 0.00 X 0 0 0 WAYNE ROBERTS DIRECTOR 1.00 0.00 X 0 0 0 LAURA ELLENHORN DIRECTOR & PRESIDENT 1.00 0.00 X X 0 0 0 JAMES E CROWE III DIRECTOR & SECRETARY 1.00 0.00 X X 0 0 0 BRIAN D BUCKLEY DIRECTOR & TREASURER 1.00 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 160900 462711 24900 623611 8533 8533 632144 0 0 8533 X 28414 28414 24900 24900 7446 7446 60760 28414 32346 0 122164 661988 0 0 2179 33739 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 124343 695727 0 0 0 0 X 124343 695727 0 124343 695727 124343 695727 571384 0 X 0 1 X 0 0 X 989505 147617 135884 310389 623611 2207006 989505 147617 135884 310389 623611 2207006 363180 1843826 27 25 491 4394 8533 13470 2220476 0.83040 0.82990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 692364 60220 60220 632144 0 632144 120980 60220 60220 60760 0 60760 1 HURRICANE IAN 1 670 N/A HURRICANE MILTON 6 9160 N/A MAUI WILDFIRES 2 4724 N/A HURRICANE HELENE 4 7927 N/A HURRICANE MILTON/HELENE 2 5933 N/A PART I, LINE 2: THE 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 2024. 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. 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 THIRD-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 TAX ANALYST. A MEMBER OF THE SELECTION COMMITTEE WILL ALSO PROVIDE A DETAILED REVIEW OF THE RETURN PRIOR TO FILING. THE TAX LEAD 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 ACCOMPLISH 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 FORM 990, PART IX, LINE 11G CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,411. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,411. BANKING PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 35. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35. EDWARD JONES FOUNDATION PO BOX 66541 ST LOUIS MO 63166 921435643 GRANTMAKING MO 501(C)(3) PF N/A 0 EDWARD D JONES & CO LP 12555 MANCHESTER ROAD ST LOUIS MO 63131 430345811 INVESTMENT SERVICES MO N/A N/A 0 0 THE JONES FINANCIAL COMPANIES LLLP 12555 MANCHESTER ROAD ST LOUIS MO 63131 431450818 INVESTMENT SERVICES MO N/A N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0