2026-06-29T11:21:18-05:00 2025-12-31 135565207 KPMG LLP 191 W NATIONWIDE BLVD STE 500 COLUMBUS OH 43215 990 2025-01-01 822792510 EDWARD JONES DISASTER RELIEF FUND EDWA 3145152000 12555 MANCHESTER ROAD SAINT LOUIS MO 631313710 DAVID CLUNIE ASSISTANT TREASURER & DIRECTOR 3145152000 2026-06-28 1 RILEY KOBRICK P02401884 6142492300 2026-06-29 2025 2025-03-06 01:10:19Z DAVID CLUNIE 12555 MANCHESTER ROAD SAINT LOUIS MO 631313710 298287 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 22 0 0 623611 272518 0 0 8533 25769 0 0 632144 298287 28414 131161 0 0 0 0 0 0 0 32346 27747 60760 158908 571384 139379 695727 845606 0 10500 695727 835106 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 131161 131161 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, MILTON, AND BERYL, THE ST. LOUIS AND KENTUCKY TORNADOS, AND THE IOWA FLOODING 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 2025, THE EDWARD JONES DISASTER RELIEF FUND PROVIDED DISASTER RELIEF TO 20 INDIVIDUALS FOR A TOTAL OF $131,161. 131161 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 1 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 ND 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 30106 242412 30106 272518 25769 25769 298287 0 0 25769 131161 131161 25600 25600 2147 2147 158908 131161 27747 0 661988 831728 0 0 33739 13878 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 695727 845606 0 0 10500 0 10500 X 695727 835106 0 0 695727 835106 695727 845606 139379 0 X 0 1 X 0 0 X 147617 135884 310389 623611 272518 1490019 147617 135884 310389 623611 272518 1490019 373330 1116689 25 491 4394 8533 25769 39212 1529231 0.73020 0.83040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 358420 60133 60133 298287 0 298287 219041 60133 60133 158908 0 158908 1 HURRICANE IAN 1 3000 N/A HURRICANE MILTON 5 30692 N/A HURRICANE BERYL 2 6316 N/A HURRICANE HELENE 6 34704 N/A HURRICANE HELENE & MILTON 2 30000 N/A ST. LOUIS TORNADO 2 15949 N/A KENTUCKY TORNADOS 1 3000 N/A IOWA FLOODING 1 7500 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 2025. 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. X PROF SERVICES 1 25600 FMV 0 0 0 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 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