Nonprofit · EIN 92-1435643
EDWARD JONES FOUNDATION
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $57,674,172 | $20,451,884 | $37,222,288 | $138,906,078 | $250,000 | $138,656,078 |
| December 31, 2023 | 990-PF | $45,684,896 | $21,784,988 | $23,899,908 | $101,433,790 | $0 | $101,433,790 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $47,027,100
- Dividends
- $3,504,888
- Net gain from sales of assets
- $7,130,857
- Other income
- $11,327
Expenses
- Grants and similar amounts paid
- $20,324,765
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $20,074,766
- Excise tax on investment income
- $290,157
Balance sheet and other
- Total assets, start of year
- $101,433,790
- Total assets, end of year
- $138,906,078
- Total liabilities, end of year
- $250,000
- Net assets, end of year
- $138,656,078
- Fair market value of assets
- $137,957,257
- Qualifying distributions
- $20,074,766
- Net investment income
- $20,874,591
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA ELLENHORN PO BOX 66541, ST LOUIS, MO 631666541 | PRESIDENT AND DIRECTOR | 0.1 | $0 |
| TINA HREVUS PO BOX 66541, ST LOUIS, MO 631666541 | SECRETARY AND DIRECTOR | 0.1 | $0 |
| ANDREW MIEDLER PO BOX 66541, ST LOUIS, MO 631666541 | TREASURER AND DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENNY PENNINGTON PO BOX 66541, ST LOUIS, MO 631666541 | CHAIRMAN | 0.1 | $0 |
| ANDREW MIEDLER PO BOX 66541, ST LOUIS, MO 631666541 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 66541, SAINT LOUIS, MO 63166-6541
- In care of
- % LAURA B ELLENHORN
- Signed the 990-PF
- ANDREW T MIEDLER, TREASURER AND DIRECTOR
- Phone
- (314) 515-2000
- Return prepared by
- KPMG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 92-1435643
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $138,906,078
- Income (IRS master file)
- $134,535,587
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $57,674,172 | $20,451,884 | $138,906,078 | IRS |
| 990-PF | December 2023 | $45,684,896 | $21,784,988 | $101,433,790 | XML |
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 92-1435643).
Questions about EDWARD JONES FOUNDATION
- What is the EIN of EDWARD JONES FOUNDATION?
- The employer identification number (EIN) of EDWARD JONES FOUNDATION is 92-1435643.
- Is EDWARD JONES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to EDWARD JONES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD JONES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD JONES FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARD JONES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of EDWARD JONES FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does EDWARD JONES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $57,674,172, expenses of $20,451,884 and total assets of $138,906,078 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations