Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 08-01-2012 , and ending 07-31-2013
Name of foundation
THE JOSEPH HENRY EDMONDSON FOUNDATION
 
% HEATHER CARROLL
Number and street (or P.O. box number if mail is not delivered to street address)10 LAKE CIRCLESuiteRoom/suite
City or town, state, and ZIP code
COLORADO SPRINGS, CO80906
A Employer identification number

84-1090456
B Telephone number (see instructions)

(719) 471-1241
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$20,091,151J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet
3 Interest on savings and temporary cash investments 24 24  
4 Dividends and interest from securities...... 516,242 495,468  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 450,980
b Gross sales price for all assets on line 6a 1,727,874
7 Capital gain net income (from Part IV, line 2)... 450,980
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 967,246 946,472  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 143,300     143,300
14 Other employee salaries and wages...... 745     745
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,125 0 0 13,125
c Other professional fees (attach schedule).... Click to see attachment 45,100 43,285    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 46,437     8,773
19 Depreciation (attach schedule) and depletion... Click to see attachment 4,151    
20 Occupancy.............. 4,140     4,140
21 Travel, conferences, and meetings....... 12,513     12,513
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,486      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 287,997 43,285 0 182,596
25 Contributions, gifts, grants paid........ 566,770 561,020
26 Total expenses and disbursements. Add lines 24 and 25 854,767 43,285 0 743,616
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 112,479
b Net investment income (if negative, enter -0-) 903,187
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 7,736 5,292 5,292
2 Savings and temporary cash investments.......... 167,651 365,278 365,278
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................   1,690,000 1,690,000
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 935,450 1,134,056 1,134,056
b Investments—corporate stock (attach schedule)........ 2,314,831 4,156,353 4,156,353
c Investments—corporate bonds (attach schedule)........ 2,512,887 2,551,934 2,551,934
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 7,422,448 Click to see attachment10,146,911 10,146,911
14 Land, buildings, and equipment: basis bullet24,662
Less: accumulated depreciation (attach schedule) bullet17,444 869 Click to see attachment7,218 7,218
15 Other assets (describe bullet) Click to see attachment10,900 Click to see attachment34,109 Click to see attachment34,109
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,372,772 20,091,151 20,091,151
Liabilities 17 Accounts payable and accrued expenses..........   1,800
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)   Click to see attachment38,474
23 Total liabilities (add lines 17 through 22)..........   40,274
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 13,372,772 20,050,877
30 Total net assets or fund balances (see page 17 of the
instructions).................... 13,372,772 20,050,877
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 13,372,772 20,091,151
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 13,372,772
2 Enter amount from Part I, line 27a..................... 2 112,479
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 6,565,626
4 Add lines 1, 2, and 3.......................... 4 20,050,877
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 20,050,877
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 450,980
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 938,451 16,397,889 0.05723
2010 868,174 16,752,819 0.051823
2009 720,530 15,425,335 0.046711
2008 667,248 13,511,929 0.049382
2007 889,612 18,837,304 0.047226
2 Total of line 1, column (d) ...................... 2 0.252372
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.050474
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 17,455,176
5 Multiply line 4 by line 3....................... 5 881,033
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,032
7 Add lines 5 and 6......................... 7 890,065
8 Enter qualifying distributions from Part XII, line 4.............. 8 743,616
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 18,064
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 18,064
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,064
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 5,940
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,940
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 12,124
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHEATHER CARROLL Telephone no.bullet (719) 471-1241
    Located atbullet10 LAKE CIRCLECOLORADO SPRINGSCO ZIP+4bullet80906
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    HEATHER CARROLL EXEC. DIR.
    60.0     		126,500 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    BRUCE T BUELL CHAIRMAN
    3.0     		2,400    
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    SHARIE HIGGINS SECRETARY
    1.5     		2,400    
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    CHRISTOPHER DUFF MEMBER
    1.0     		2,400    
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    SEAN DUFF MEMBER
    1.5     		2,400    
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    MARY KANAS MEMBER
    1.0     		2,400    
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    SUSAN RAMSAY MEMBER
    1.0     		2,400    
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    BEN SPARKS TREASURER
    3.0     		2,400    
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    17,299,896
    b
    Average of monthly cash balances.......................
    1b
    312,708
    c
    Fair market value of all other assets (see instructions)................
    1c
    108,387
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,720,991
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,720,991
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    265,815
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,455,176
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    872,759
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    872,759
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    18,064
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,064
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    854,695
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    854,695
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    854,695
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    743,616
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    743,616
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    743,616
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 854,695
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:2010, 2009, 2008  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010....... 64,163
    e From 2011....... 130,437
    fTotal of lines 3a through e......... 194,600
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 743,616
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 743,616
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2012. 111,079 111,079
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 83,521
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		83,521
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011.... 83,521
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    HEATHER CARROLL
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    (719) 471-1241
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE SUBMIT THE FOLLOWING INFORMATION TO THE EDMONDSON FOUNDATION BOARD OF DIRECTORS. NOTE, THE FOUNDATION ALSO ACCEPTS THE COLORADO COMMON GRANT APPLICATION. PROVIDE TWO COPIES OF THE APPLICATION AND ATTACHMENTS. 1. NAME AND ADDRESS OF TAX EXEMPT ORGANIZATION. 2. BRIEF HISTORY OF THE ORGANIZATION, ITS MISSION, PRINCIPAL PROGRAMS, AND ACCOMPLISHMENTS. PLEASE INCLUDE A STAFF BREAKDOWN IN THIS SECTION. IN ADDITION, PROVIDE A BRIEF STATEMENT OF HOW YOU UTILIZE VOLUNTEERS TO ACCOMPLISH YOUR MISSION. 3. A CONCISE STATEMENT OF THE PURPOSE OF THE GRANT REQUEST AND AMOUNT REQUESTED. DESCRIBE PROJECT NEED, SPECIFIC OBJECTIVES, EXPECTED CONTRIBUTIONS TO POPULATION SERVED AND SUCCESS MEASUREMENT CRITERIA. IF A PIKES PEAK UNITED WAY AGENCY OR IF YOUR ORGANIZATION UTILITZES THIS TOOL, PLEASE INCLUDE ALL APPLICABLE LOGIC MODELS. 4. CURRENT ORGANIZATION ANNUAL OPERATING BUDGET, AND THE PROPOSED PROJECT BUDGET FOR TERM OF THE GRANT. IF A CAPITAL PROJECT, PLEASE SUBMIT BID DATE.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    WELFARE OF CHILDREN; THE ILL AND THE ELDERLY; PRESERVATION AND IMPROVEMENT OF THE ENVIRONMENT; HISTORIC AND FOLK ART MUSEUMS; MEDICAL RESEARCH; THE UNITED CHURCH OF CHRIST OUTREACH PROGRAMS AND SUCH OTHER AREAS THAT MEET THE FOUNDATION'S PURPOSE.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    African American Youth Leadership Conference
    PO Box 15301
    Colorado Springs,CO809355301     		N/A 501(C)(3) Annual Leadership Conference 1,000
    Big Brothers Big Sisters
    111 S Tejon Street
    Colorado Springs,CO80903     		N/A 501(C)(3) Christmas Grant 1,000
    Boy Scouts of America Pikes Peak Council
    2760 N Academy Blvd
    Colorado Springs,CO80917     		N/A 501(C)(3) Program Support 1,000
    Business of Art Center
    513 Manitou Avenue
    Manitou Springs,CO80829     		N/A 501(C)(3) Project Green BAC/Capital Improvements 7,500
    Capital Sisters International Inc
    227 Lamb Lane
    Golden,CO80401     		N/A 501(C)(3) General Operating Support 2,000
    Care & Share
    2605 Preamble Point
    Colorado Springs,CO80915     		N/A 501(C)(3) Christmas Grant 4,500
    Care & Share
    2605 Preamble Point
    Colorado Springs,CO80915     		N/A 501(C)(3) Summer Food Service Program 16,500
    Catholic Charities Marian House Soup Kitchen
    228 North Cascade Ave
    Colorado Springs,CO80903     		N/A 501(C)(3) Christmas Grant 1,000
    Center for Nonprofit Excellence
    518 North Nevada Avenue
    Colorado Springs,CO80903     		N/A 501(C)(3) General Operating Support 5,000
    Centro de la Familia
    802 South Nevada
    Colorado Springs,CO80903     		N/A 501(C)(3) Christmas Grant 1,000
    Chamber Orchestra of the Springs
    PO Box 7911
    Colorado Springs,CO809337911     		N/A 501(C)(3) Educational Outreach Initiative 2,000
    Cheyenne Mountain Zoo
    4250 Cheyenne Mountain Zoo Road
    Colorado Springs,CO80906     		N/A 501(C)(3) General Program Support 1,250
    Cheyenne Mountain Zoo
    4250 Cheyenne Mountain Zoo Road
    Colorado Springs,CO80906     		N/A 501(C)(3) General Program Support 2,750
    Children's Advocacy Center for the Pikes Peak Regi
    423 South Cascade Avenue
    Colorado Springs,CO80903     		N/A 501(C)(3) General Operating Victim Services 10,000
    Children's Literacy Center
    33 North Institute
    Colorado Springs,CO80903     		N/A 501(C)(3) General Operating Support 5,000
    Coalition for the Upper South Platte
    PO BOX 726
    Lake George,CO80827     		N/A 501(C)(3) Fire-Recovery Project 10,000
    Colorado College
    14 East Cache La Poudre
    Colorado Springs,CO80903     		N/A 501(C)(3) Masters of Arts in Teaching 10,000
    Colorado College
    14 East Cache La Poudre
    Colorado Springs,CO80903     		N/A 501(C)(3) Film Studies Fund 1,000
    Colorado Nonprofit Development Center
    789 Sherman St Suite 250
    Denver,CO80203     		N/A 501(C)(3) TBD: Colorado 1,000
    Colorado Open Lands
    274 Union Blvd Suite 320
    Lakewood,CO80228     		N/A 501(C)(3) Peak to Prairie Conservation Initiative 10,000
    Colorado Springs Choral Society
    16 E Platte Ave Suite 204A
    Colorado Springs,CO80903     		N/A 501(C)(3) General Operating Support 5,000
    Colorado Springs Fine Arts Center
    30 West Dale Street
    Colorado Springs,CO80903     		N/A 501(C)(3) Trustee Award 1,000
    Colorado Springs Philharmonic
    PO Box 1266
    Colorado Springs,CO809011266     		N/A 501(C)(3) General Operating Support 21,000
    Colorado Springs Philharmonic
    PO Box 1266
    Colorado Springs,CO809011266     		N/A 501(C)(3) General Program Support 1,000
    Colorado Springs World Arena
    10 Lake Avenue
    Colorado Springs,CO80906     		N/A 501(C)(3) Military Day at the Circus 2,000
    Community Partnership for Child Development
    2330 Robinson Street
    Colorado Springs,CO80904     		N/A 501(C)(3) Christmas Grant 1,000
    Community Partnership for Child Development
    2330 Robinson Street
    Colorado Springs,CO80904     		N/A 501(C)(3) General Operating Support 10,500
    COPPeR
    PO Box 190
    Colorado Springs,CO80901     		N/A 501(C)(3) General Operating Support 1,000
    Court Care
    309 S Cascade Ave
    Colorado Springs,CO80903     		N/A 501(C)(3) General Operating Support 10,000
    Denver Botanic Gardens
    1007 York Street
    Colorado Springs,CO80206     		N/A 501(C)(3) Rapid Floristic Surveys in the Arkansas Valley Pro 2,000
    Depression & Bipolar Support Alliance
    825 East Pikes Peak Avenue Suite 3
    Colorado Springs,CO80903     		N/A 501(C)(3) General Operating Support 1,000
    Ecumenical Social Ministries
    201 North Weber
    Colorado Springs,CO80903     		N/A 501(C)(3) Technology Upgrades 20,000
    Ecumenical Social Ministries
    201 North Weber
    Colorado Springs,CO80903     		N/A 501(C)(3) Legal Aid Program 1,000
    Empty Stocking Fund
    PO Box 400
    Colorado Springs,CO80901     		N/A 501(C)(3) Christmas Grant 3,000
    Friends of Monument Valley Park
    PO Box 734
    Colorado Springs,CO80901     		N/A 501(C)(3) Park Renovation Fund 3,000
    Fostering Hope
    3055 Sunnybrook Lane
    Colorado Springs,CO80904     		N/A 501(C)(3) Program Expansion Support 10,000
    Girls on the Run of the Rockies
    515 Albion Street
    Denver,CO80220     		N/A 501(C)(3) Program Support 5,000
    Girl Scouts of Colorado
    PO Box 9407
    Denver,CO80209     		N/A 501(C)(3) General Program Support 1,000
    Homeward Pikes Peak
    518 N Nevada Ave
    Colorado Springs,CO80907     		N/A 501(C)(3) Christmas Grant 1,000
    Homeward Pikes Peak
    518 N Nevada Ave
    Colorado Springs,CO80907     		N/A 501(C)(3) Housing First Pikes Peak Program 25,000
    Humane Society of the Pikes Peak Region
    633 South 8th Street
    Colorado Springs,CO80905     		N/A 501(C)(3) Black Forest Fire Efforts/General Operating Suppor 5,000
    Humane Society of the Pikes Peak Region
    633 South 8th Street
    Colorado Springs,CO80905     		N/A 501(C)(3) General Operating Support 250
    Humane Society of the Pikes Peak Region
    633 South 8th Street
    Colorado Springs,CO80905     		N/A 501(C)(3) General Operating Support 1,000
    Humane Society of the Pikes Peak Region
    633 South 8th Street
    Colorado Springs,CO80905     		N/A 501(C)(3) General Operating Support 750
    Ithaka Land Trust
    424 W Kiowa Street Unit B
    Colorado Springs,CO80905     		N/A 501(C)(3) Christmas Grant 1,000
    Junior Achievement of Southern Colorado
    Area Headquarters
    Colorado Springs,CO80906     		N/A 501(C)(3) Program Support 2,525
    KCME
    1921 North Weber
    Colorado Springs,CO80907     		N/A 501(C)(3) General Operating Support 1,000
    KCME
    1921 North Weber
    Colorado Springs,CO80907     		N/A 501(C)(3) General Operating Support 500
    Kids in Need of Dentistry
    2465 S Downing Suite 210
    Denver,CO80210     		N/A 501(C)(3) KIND Colorado Springs Clinic 13,000
    KRCC
    912 North Weber
    Colorado Springs,CO80903     		N/A 501(C)(3) General Program Support 500
    KRCC
    912 North Weber
    Colorado Springs,CO80903     		N/A 501(C)(3) General Program Support 500
    Lessons for Life Ministries
    PO Box 62293
    Colorado Springs,CO80962     		N/A 501(C)(3) General Program Support 1,000
    Mercy's Gate
    PO Box 26416
    Colorado Springs,CO80936     		N/A 501(C)(3) General Operating Support 1,000
    Mission Medical Clinic
    2125 E LaSalle Street
    Colorado Springs,CO80909     		N/A 501(C)(3) General Operating Support 1,000
    National Alliance for the Mentally Ill
    510 E Willamette Street
    Colorado Springs,CO80903     		N/A 501(C)(3) General Operating Support/Capacity Building 15,000
    Palmer Foundation Land Trust
    102 South Tejon Street Suite 360
    Colorado Springs,CO80903     		N/A 501(C)(3) General Operating Support 10,000
    Peak Education
    730 N Nevada Ave
    Colorado Springs,CO80903     		N/A 501(C)(3) General Program Support 15,000
    Phoenix Multisport
    4645 North Broadway Unit C4
    Boulder,CO80304     		N/A 501(C)(3) Programs in Pikes Peak Region 30,000
    Phoenix Multisport
    4645 North Broadway Unit C4
    Boulder,CO80304     		N/A 501(C)(3) Programs in Pikes Peak Region 2,000
    Pikes Peak Community Action Agency
    PO Box 2468
    Colorado Springs,CO80901     		N/A 501(C)(3) Christmas Grant 3,000
    Pikes Peak Community Action Agency
    PO Box 2468
    Colorado Springs,CO80901     		N/A 501(C)(3) General Operating Support 15,000
    Pikes Peak Community Foundation
    PO Box 103
    Colorado Springs,CO80901     		N/A 501(C)(3) IndyGive! Fund 3,000
    Pikes Peak Community Foundation
    PO Box 103
    Colorado Springs,CO80901     		N/A 501(C)(3) JH Edmondson Capacity Building Fund 1,000
    Pikes Peak Community Foundation
    PO Box 103
    Colorado Springs,CO80902     		N/A 501(C)(3) Philanthropy Symposium 500
    Pikes Peak Community Foundation
    PO Box 103
    Colorado Springs,CO80903     		N/A 501(C)(3) Venetucci Farm Barn 2,000
    Pikes Peak Community Foundation
    PO Box 103
    Colorado Springs,CO80904     		N/A 501(C)(3) Meadows Park Community Center Fund 15,000
    Pikes Peak Community Foundation
    PO Box 103
    Colorado Springs,CO80905     		N/A 501(C)(3) Voice of Grief Fund 4,000
    Pikes Peak Community Foundation
    PO Box 103
    Colorado Springs,CO80906     		N/A 501(C)(3) Venetucci Farm Barn Project 1,000
    Pikes Peak Habitat for Humanity
    2105 E Bijou Street Suite B
    Colorado Springs,CO80909     		N/A 501(C)(3) Home Building and Rehabilitation Program 6,000
    Pikes Peak Therapeutic Riding Center
    13620 Halleluiah Trail
    Elbert,CO80106     		N/A 501(C)(3) General Operating Support 10,000
    Prison Fellowship Ministries
    PO Box 1038
    Wheat Ridge,CO800341038     		N/A 501(C)(3) Christmas Grant 1,000
    Rocky Mountain PBS
    315 E Costilla Street
    Colorado Springs,CO80903     		N/A 501(C)(3) General Operating Support/Tim Gill Center on Media 17,500
    Rocky Mountain PBS
    315 E Costilla Street
    Colorado Springs,CO80903     		N/A 501(C)(3) General Program Support/Tim Gill Center 2,000
    Rocky Mountain Women's Film Festival
    421 S Tejon Suite 333
    Colorado Springs,CO80906     		N/A 501(C)(3) General Program Support 2,500
    Salvation Army
    910 Yuma
    Colorado Springs,CO80909     		N/A 501(C)(3) Christmas Grant 4,500
    Salvation Army
    910 Yuma
    Colorado Springs,CO80909     		N/A 501(C)(3) R. J. Montgomery Center 21,000
    Sheppard Art Institute
    4476 Seton Hall Road
    Colorado Springs,CO80918     		N/A 501(C)(3) General Program Support 1,000
    Second Wind Fund
    13701 W Jewell Avenue 251
    Lakewood,CO80228     		N/A 501(C)(3) 2013 Denver Dash 1,000
    Silver Key
    2250 Bott Avenue
    Colorado Springs,CO80904     		N/A 501(C)(3) Christmas Grant 3,000
    Silver Key
    2250 Bott Avenue
    Colorado Springs,CO80904     		N/A 501(C)(3) General Operating Support 25,000
    Southern Colorado Aids Project
    1301 South Eighth Street
    Colorado Springs,CO80906     		N/A 501(C)(3) Christmas Grant 1,000
    Special KidsSpecial Families
    424 West Pikes Peak
    Colorado Springs,CO80905     		N/A 501(C)(3) Zach's Place Program 12,000
    Springs Rescue Mission
    5 West Las Vegas
    Colorado Springs,CO80901     		N/A 501(C)(3) Christmas Grant 1,000
    Suicide Prevention Partnership
    Pikes Peak Region
    Colorado Springs,CO80906     		N/A 501(C)(3) General Operating Support 1,000
    TESSA
    435 Gold Pass Heights
    Colorado Springs,CO80906     		N/A 501(C)(3) Christmas Grant 1,500
    TESSA
    435 Gold Pass Heights
    Colorado Springs,CO80906     		N/A 501(C)(3) General Operating Support 15,000
    The Colorado Springs Child Nursery Centers Inc
    104 East Rio Grande
    Colorado Springs,CO80903     		N/A 501(C)(3) Christmas Grant 1,000
    The Hillsprings Learning Center
    2776 Janitell Road
    Colorado Springs,CO80906     		N/A 501(C)(3) Program Support 8,000
    The Home Front Cares
    PO Box 38516
    Colorado Springs,CO80937     		N/A 501(C)(3) General Operating Support 5,000
    The Home Front Cares
    PO Box 38516
    Colorado Springs,CO80937     		N/A 501(C)(3) General Operating Support 1,000
    The Trixie Foundation
    PO Box 1
    Wevvbille,KY41180     		N/A 501(C)(3) General Operating Support 4,000
    TheatreWorks
    University of Colorado
    Colorado Springs,CO809337150     		N/A 501(C)(3) Fiscal Year 2013 Season 10,000
    Tri-Lakes Cares
    PO Box 1301
    Monument,CO80132     		N/A 501(C)(3) General Operating Support 10,000
    US Association of Blind Athletes
    1 Olympic Plaza
    Colorado Springs,CO80909     		N/A 501(C)(3) IBSA World Youth Championships and Pan American Ga 5,000
    UCCS Galleries of Contemporary Art
    University of Colorado
    Colorado Springs,CO809337150     		N/A 501(C)(3) General Program Support 1,000
    Urban Peak
    423 East Cucharras
    Colorado Springs,CO80903     		N/A 501(C)(3) Christmas Grant 1,000
    Urban Peak
    423 East Cucharras
    Colorado Springs,CO80903     		N/A 501(C)(3) Shelter Services/General Operating Support 10,495
    Westside Cares
    1930 West Colorado Avenue
    Colorado Springs,CO80904     		N/A 501(C)(3) Emergency Human Services 15,000
    Total .................................bullet 3a 561,020
    bApproved for future payment
    Approved for future payment
    10 Lake Circle
    Colorado Springs,CO80906     		    As stated on application. 5,750
    Total .................................bullet 3b 5,750
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 24  
    4 Dividends and interest from securities....     14 516,242  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 450,980  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   967,246  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13967,246
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
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    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
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    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
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    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING/BOOKKEEPING FEES 4,125     4,125
    AUDIT & TAX PREPARATION FEES 9,000     9,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 DepreciationSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2012 InvestmentsOtherSchedule2
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EQUITY MUTUAL FUNDS AT COST 10,045,742 10,045,742
    ALTERNATIVE INVESTMENTS AT COST 101,169 101,169

    TY 2012 LandEtcSchedule2
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2012 OtherAssetsSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXCISE TAX PREPAID 5,940    
    EXCISE TAX RECEIVABLE 4,960    
    INTEREST RECEIVABLE   31,914 31,914
    DIVIDENDS RECEIVABLE   2,195 2,195


    TY 2012 OtherExpensesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND MEMBERSHIP 2,957      
    INSURANCE 11,076      
    OFFICE EXPENSE 2,779      
    TELEPHONE 1,674      


    TY 2012 OtherIncreasesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 1,370,830
    CHANGE IN BENEFICIAL INTEREST IN TRUST 190,000
    CHANGE FROM CASH TO ACCRUAL METHOD 5,004,796


    TY 2012 OtherLiabilitiesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX LIABILITY   20,600
    GRANTS PAYABLE   5,750
    EXCISE TAXES PAYABLE   12,124


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 45,100 43,285    


    TY 2012 TaxesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 37,664      
    PAYROLL TAXES 8,773     8,773