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Nonprofit · EIN 82-2792510

EDWARD JONES DISASTER RELIEF FUND

Tax-exempt · SAINT LOUIS, MO 63131

Financials

$315K$266K2023$632K$61K2024$298K$159K2025
Revenue Expenses · by fiscal year end
Financials of EDWARD JONES DISASTER RELIEF FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$298,287$158,908$139,379$845,606$10,500$835,106
December 31, 2024990$632,144$60,760$571,384$695,727$0$695,727
December 31, 2023990$314,783$266,157$48,626$124,343$0$124,343
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$272,518
Program service revenue
$0
Investment income
$25,769
Other revenue
$0

Expenses

Grants and similar amounts paid
$131,161
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$25,600
Program services (functional)
$131,161
Management and general (functional)
$27,747

Balance sheet and other

Total assets, start of year
$695,727
Total assets, end of year
$845,606
Total liabilities, end of year
$10,500
Net assets, end of year
$835,106
Net assets without donor restrictions
$835,106
Gross receipts
$298,287
Employees
0
Volunteers
22
Year formed
2017
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SUZAN L MCDANIELDIRECTOR
Trustee or director
1$0
WAYNE ROBERTSDIRECTOR
Trustee or director
1$0
LAURA ELLENHORNDIRECTOR & PRESIDENT
Trustee or director, Officer
1$0
JAMES E CROWE IIIDIRECTOR & SECRETARY
Trustee or director, Officer
1$0
BRIAN D BUCKLEYDIRECTOR & TREASURER
Trustee or director, Officer
1$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
SUZAN L MCDANIELDIRECTOR
Trustee or director
1$0
WAYNE ROBERTSDIRECTOR
Trustee or director
1$0
LAURA ELLENHORNDIRECTOR & PRESIDENT
Trustee or director, Officer
1$0
JAMES E CROWE IIIDIRECTOR & SECRETARY
Trustee or director, Officer
1$0
BRIAN D BUCKLEYDIRECTOR & TREASURER
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
SUZAN L MCDANIELDIRECTOR
Trustee or director
1$0
WAYNE ROBERTSDIRECTOR
Trustee or director
1$0
LAURA ELLENHORNDIRECTOR & PRESIDENT
Trustee or director, Officer
1$0
CHRIS N LEWISDIRECTOR & SECRETARY - END 3/1/23
Trustee or director, Officer
1$0
ANDREW T MIEDLERDIRECTOR & TREASURER - END 3/1/23
Trustee or director, Officer
1$0
JAMES E CROWE IIIDIRECTOR & SECRETARY - START 3/1/23
Trustee or director, Officer
1$0
BRIAN D BUCKLEYDIRECTOR & TREASURER - START 3/1/23
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
12555 MANCHESTER RD, SAINT LOUIS, MO 63131-3710
In care of
% INCOME TAX
Principal officer (990 for 2025)
DAVID CLUNIE, 12555 MANCHESTER ROAD, SAINT LOUIS, MO 631313710
Signed the 990
DAVID CLUNIE, ASSISTANT TREASURER & DIRECTOR
Phone
(314) 515-2000
Return prepared by
KPMG LLP

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 "QUALIFED DISASTER," AS DEFINED IN SECTION 139 OF THE CODE.

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $131,161 · grants $131,161

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-2792510
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2018
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$845,606
Income (IRS master file)
$298,287

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$298,287$158,908$845,606XML
990December 2024$632,144$60,760$695,727XML
990December 2023$314,783$266,157$124,343XML
990December 2022$136,375$209,090$75,717IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-2792510).

Questions about EDWARD JONES DISASTER RELIEF FUND

What is the EIN of EDWARD JONES DISASTER RELIEF FUND?
The employer identification number (EIN) of EDWARD JONES DISASTER RELIEF FUND is 82-2792510.
Is EDWARD JONES DISASTER RELIEF FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to EDWARD JONES DISASTER RELIEF FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does EDWARD JONES DISASTER RELIEF FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of EDWARD JONES DISASTER RELIEF FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EDWARD JONES DISASTER RELIEF FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of EDWARD JONES DISASTER RELIEF FUND?
The 990 for the year ended December 31, 2025 names DAVID CLUNIE.
Who are the officers and directors of EDWARD JONES DISASTER RELIEF FUND?
The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does EDWARD JONES DISASTER RELIEF FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $298,287, expenses of $158,908 and total assets of $845,606 at year end.

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