Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 08-01-2013 , and ending 07-31-2014
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 or province, country, and ZIP or foreign postal 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
E 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$20,963,198J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 11 11  
4 Dividends and interest from securities...... 498,256 478,442  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 411,219
b Gross sales price for all assets on line 6a 1,663,098
7 Capital gain net income (from Part IV, line 2)... 411,219
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........ 909,486 889,672  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 167,057     167,057
14 Other employee salaries and wages...... 560     560
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,425 0 0 13,425
c Other professional fees (attach schedule).... Click to see attachment 41,547 39,895    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 21,832     9,545
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,718    
20 Occupancy.............. 4,123     4,123
21 Travel, conferences, and meetings....... 11,277     11,277
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 21,080      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 284,619 39,895 0 205,987
25 Contributions, gifts, grants paid........ 880,250 830,250
26 Total expenses and disbursements. Add lines 24 and 25 1,164,869 39,895 0 1,036,237
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -255,383
b Net investment income (if negative, enter -0-) 849,777
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 5,292 5,008 5,008
2 Savings and temporary cash investments.......... 365,278 623,962 623,962
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 1,730,000 1,730,000
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see 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...........   1,047 1,047
10a Investments—U.S. and state government obligations (attach schedule) 1,134,056 937,549 937,549
b Investments—corporate stock (attach schedule)........ 4,156,353 4,302,463 4,302,463
c Investments—corporate bonds (attach schedule)........ 2,551,934 2,488,524 2,488,524
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 10,146,911 Click to see attachment10,836,483 10,836,483
14 Land, buildings, and equipment: basis bullet19,689
Less: accumulated depreciation (attach schedule) bullet16,189 7,218 Click to see attachment3,500 3,500
15 Other assets (describe bullet) Click to see attachment34,109 Click to see attachment34,662 Click to see attachment34,662
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,091,151 20,963,198 20,963,198
Liabilities 17 Accounts payable and accrued expenses.......... 1,800 6,000
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 Click to see attachment71,503
23 Total liabilities (add lines 17 through 22).......... 40,274 77,503
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 20,050,877 20,885,695
30 Total net assets or fund balances (see page 17 of the
instructions).................... 20,050,877 20,885,695
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 20,091,151 20,963,198
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 20,050,877
2 Enter amount from Part I, line 27a..................... 2 -255,383
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,090,201
4 Add lines 1, 2, and 3.......................... 4 20,885,695
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 20,885,695
Form 990-PF (2013)
Form 990-PF (2013)
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.)
1 a VARIOUS ST INVESTMENT G/L P   2014-07-31
b VARIOUS LT INVESTMENT G/L P   2014-07-31
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 250,650   236,536 14,114
b 1,412,447   1,015,342 397,105
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       14,114
b       397,105
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 2 411,219
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))
2012 743,616 17,455,176 0.042601
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
2 Total of line 1, column (d) ...................... 2 0.247747
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 0.049549
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 18,610,034
5 Multiply line 4 by line 3....................... 5 922,109
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,498
7 Add lines 5 and 6......................... 7 930,607
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,036,237
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 (2013)
Form 990-PF (2013)
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 8,498
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 8,498
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 8,498
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 18,064
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 18,064
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,566
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet9,566 RefundedBullet 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 2013 or the taxable year beginning in 2013 (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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    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 (2013)
    Form 990-PF (2013)
    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     		150,257 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    BRUCE T BUELL CHAIRMAN
    3.0     		2,400 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    SHARIE HIGGINS SECRETARY
    1.5     		2,400 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    CHRISTOPHER DUFF MEMBER
    1.0     		2,400 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    SEAN DUFF MEMBER
    1.5     		2,400 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    MARY KANAS MEMBER
    1.0     		2,400 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    SUSAN RAMSAY MEMBER
    1.0     		2,400 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    BEN SPARKS TREASURER
    3.0     		2,400 0 0
    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 (2013)
    Form 990-PF (2013)
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    930,502
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    8,498
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,498
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    922,004
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    922,004
    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
    922,004
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    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
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 922,004
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 2010, 2009 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011....... 83,521
    e From 2012.......  
    fTotal of lines 3a through e......... 83,521
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,036,237
    a Applied to 2012, 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 2013 distributable amount..... 922,004
    e Remaining amount distributed out of corpus 114,233
    5 Excess distributions carryover applied to 2013.    
    (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 5 197,754
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    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 ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		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 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		197,754
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 83,521
    d Excess from 2012....  
    e Excess from 2013.... 114,233
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 address 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 (2013)
    Form 990-PF (2013)
    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
    American Red Cross
    1040 South 8th Street
    Colorado Springs,CO80906     		N/A PC Disaster Preparedness, Response and Recovery 15,000
    Assistance League of Colorado Springs
    5130 Sevenoaks Drive
    Colorado Springs,CO80919     		N/A PC Operation School Bell 3,000
    Atlas Preparatory School
    1602 South Murray Blvd
    Colorado Springs,CO80916     		N/A PC General Operating Support 154,750
    Big Brothers Big Sisters
    111 S Tejon Street
    Colorado Springs,CO80903     		N/A PC Christmas Grant 1,000
    Boulder Food Rescue
    710 31st Street
    Boulder,CO80303     		N/A PC Colorado Springs Food Rescue 13,000
    Boys & Girls Club of the PP Region
    PO Box 2078
    Colorado Springs,CO80901     		N/A PC Project Learn 15,000
    Broadmoor Community Church
    315 Lake Avenue
    Colorado Springs,CO80906     		N/A PC Community Outreach and Support 15,000
    Capital Sisters International Inc
    227 Lamb Lane Golden
    Golden,CO80401     		N/A PC General Operating Support 2,000
    Care & Share
    2605 Preamble Point
    Colorado Springs,CO80915     		N/A PC Christmas Grant 4,500
    CASA
    701 South Cascade Avenue
    Colorado Springs,CO80903     		N/A PC Dependency & Neglect Program/Peer Coordinator Mode 25,000
    Catholic Charities Marian House Soup Kitchen
    228 North Cascade Ave
    Colorado Springs,CO80903     		N/A PC Christmas Grant 1,000
    Catholic Charities of Central Colorado
    228 N Cascade Ave
    Colorado Springs,CO80903     		N/A PC Poverty Reduction Program 5,000
    Centro de la Familia
    802 South Nevada
    Colorado Springs,CO80909     		N/A PC Christmas Grant 1,000
    Chamber Orchestra of the Springs
    PO Box 7911
    Colorado Springs,CO80933     		N/A PC Educational Outreach Enhancements 5,000
    Cheyenne Mountain High School
    1200 Cresta Road
    Colorado Springs,CO80906     		N/A PC Crimson A Capella Group 500
    Colorado Cattlemen's Agricultural Land Trust
    8833 Ralston Road
    Arvada,CO80002     		N/A PC CCALT Future Conservation Leaders Fellowship 17,500
    Colorado Nonprofit Development Center
    789 Sherman St Suite 250
    Denver,CO80203     		N/A PC TBD: Colorado 1,500
    Colorado Springs Conservatory
    415 S Sahwatch Street
    Colorado Springs,CO80906     		N/A PC Capital Grant 31,000
    Colorado Springs Fine Arts Center
    30 West Dale Street
    Colorado Springs,CO80903     		N/A PC The Year of Georgia O'Keeffe 55,000
    Colorado Springs Philharmonic
    PO Box 1266
    Colorado Springs,CO80901     		N/A PC General Operating Support 2,000
    Colorado Springs Youth Symphony
    PO Box 7846
    Colorado Springs,CO80936     		N/A PC General Operating Support 1,000
    Community Partnership for Child Development
    2330 Robinson Street
    Colorado Springs,CO80904     		N/A PC Christmas Grant 1,000
    Concrete Couch
    211 Illinois Avenue
    Manitou,CO80829     		N/A PC General Program Support 10,000
    COPPeR
    PO Box 190
    Colorado Springs,CO80901     		N/A PC Business Outreach and Education for the Arts 10,000
    Daughters of Destiny
    3028 North El Paso
    Colorado Springs,CO80907     		N/A PC General Operating Support 1,000
    Doing His Time Prison Ministry
    4045 Wadsworth Blvd Suite 310
    Wheat Ridge,CO80033     		N/A PC General Operating Support 1,000
    Early Connections
    104 E Rio Grande
    Colorado Springs,CO80903     		N/A PC Early Care and Education 11,000
    Ecumenical Social Ministries
    201 North Weber
    Colorado Springs,CO80903     		N/A PC General Operating Support 1,000
    El Paso County Parks Naturalist Docent Organizatio
    245 Bear Creek Road
    Colorado Springs,CO80906     		N/A PC Fountain Creek Nature Center: Expanding Environmen 5,000
    Empty Stocking Fund
    PO Box 400
    Colorado Springs,CO80901     		N/A PC Christmas Grant 3,000
    Energy Resource Center
    114 W Rio Grande Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 20,000
    Exponent Philanthropy
    1720 N Street
    Washington,DC20036     		N/A PC General Operating Support 5,000
    Franciscan Community Counseling
    7665 Assisi Heights
    Colorado Springs,CO80919     		N/A PC Uninured and Underinsured Mental Health Counseling 10,000
    Friends of the Colorado Springs Pioneers Museum
    215 South Tejon Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 1,000
    Greccio
    1808 W Colorado Ave
    Colorado Springs,CO80904     		N/A PC Resident Enrichment Program 15,000
    Historic Preservation Alliance of Colorado Springs
    PO Box 345
    Colorado Springs,CO80901     		N/A PC General Operating Support 1,000
    Humane Society of the Pikes Peak Region
    610 Abbot Lane
    Colorado Springs,CO80905     		N/A PC General Operating Support 12,000
    Interfaith Hospitality Network
    519 North Tejon
    Colorado Springs,CO80903     		N/A PC Short-term transitional housing and supportive ser 10,000
    Ithaka Land Trust
    424 W Kiowa Street Unit B
    Colorado Springs,CO80905     		N/A PC Christmas Grant 1,000
    KCME
    1921 North Weber
    Colorado Springs,CO80907     		N/A PC General Operating Support 1,000
    Kennedy Center Imagination Celebration
    1515 N Academy Boulevard Ste 200
    Colorado Springs,CO80909     		N/A PC General Operating Support 15,000
    Kids on Bikes
    6365 Corporate Drive
    Colorado Springs,CO80919     		N/A PC 2014 Summer Bike Carnival Sponsorship 11,000
    KRCC
    912 North Weber
    Colorado Springs,CO80903     		N/A PC General Operating Support 500
    Lessons for Life Ministries
    PO Box 62293
    Colorado Springs,CO80962     		N/A PC General Operating Support 500
    Making Headway
    115 King Street
    Chappaqua,NY10514     		N/A PC General Operating Support 1,000
    Mercy's Gate
    PO Box 26416
    Colorado Springs,CO80936     		N/A PC General Operating Support 1,000
    Mile High Squash
    PO Box 40160
    Denver,CO80204     		N/A PC General Operating Support 1,000
    Military Family Voices
    PO Box 271007
    Littleton,CO80127     		N/A PC General Program Support 7,500
    Mission Medical Clinic
    2125 E LaSalle Street
    Colorado Springs,CO80909     		N/A PC General Operating Support 1,000
    Nature Conservancy of Colorado
    2424 Spruce Street
    Boulder,CO80027     		N/A PC Prairie Canyonlands Project 30,000
    One Nation Walking Together
    3150 North Nevada Avenue
    Colorado Springs,CO80907     		N/A PC General Operating Support 7,000
    Partners In Housing
    455 Gold Pass Heights
    Colorado Springs,CO80906     		N/A PC Family Homeless Self-Sufficiency Program 15,000
    Partnership for Families and Children
    3532 Franklin Street Ste B
    Denver,CO80205     		N/A PC General Operating Support 500
    Peak Vista Community Health Centers
    722 S Wasatch Avenue
    Colorado Springs,CO80903     		N/A PC Family Health Center at Fountain Capital 33,000
    Pikes Peak Arts Council
    PO Box 1073
    Colorado Springs,CO80901     		N/A PC General Operating Support 2,000
    Pikes Peak Community Action Agency
    730 N Nevada Ave
    Colorado Springs,CO80903     		N/A PC Christmas Grant 3,000
    Pikes Peak Community Foundation
    730 North Nevada Street
    Colorado Springs,CO80903     		N/A PC General Operating 38,000
    Pikes Peak Golf Links
    103 East Cheyenne Road
    Colorado Springs,CO80906     		N/A PC Pikes Peak Linkers/Colorado School for the Deaf an 5,000
    Pikes Peak Library District
    PO Box 1579
    Colorado Springs,CO80901     		N/A PC Tri Building Project: 21st Century Library 15,000
    Planned Parenthood
    7155 E 38th Avenue
    Denver,CO80207     		N/A PC Responsible Sex Education Institute 5,000
    Prison Fellowship Ministries
    PO Box 1038
    Wheat Ridge,CO80034     		N/A PC General Operating Support 2,000
    Rocky Mountain Field Institute
    815 South 25th Street Ste 101
    Colorado Springs,CO80904     		N/A PC General Operating Support 15,000
    Rocky Mountain PBS
    315 E Costilla Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 1,000
    Rocky Mountain Women's Film Festival
    421 S Tejon Ste 333
    Colorado Springs,CO80906     		N/A PC General Operating Support 1,000
    Salvation Army
    910 Yuma Street
    Colorado Springs,CO80909     		N/A PC Christmas Grant 5,500
    Second Wind Fund
    13701 West Jewell Avenue 251
    Lakewood,CO80228     		N/A PC El Paso County Suicide Prevention Therapy Support 5,000
    Sheppard Art Institute
    4476 Seton Hall Road
    Colorado Springs,CO80918     		N/A PC General Operating Support 500
    Silver Key
    2250 Bott Avenue
    Colorado Springs,CO80904     		N/A PC Christmas Grant 3,000
    Southern Colorado Aids Project
    1301 South Eighth Street
    Colorado Springs,CO80906     		N/A PC Christmas Grant 1,000
    Space Foundation
    4425 Arrowswest Dr
    Colorado Springs,CO80907     		N/A PC General Operating Support 1,000
    Springs Rescue Mission
    5 West Las Vegas
    Colorado Springs,CO80901     		N/A PC Christmas Grant 1,500
    Suicide Prevention Partnership
    Pikes Peak Region
    Colorado Springs,CO80906     		N/A PC General Operating Support 1,500
    Teach for America Inc
    1391 Speer Boulevard Ste 710
    Denver,CO80204     		N/A PC Colorado Springs Area Program Support 11,000
    Teen Court Colorado Springs
    PO Box 2169
    Colorado Springs,CO80901     		N/A PC Colorado Springs Teen Court Restorative Justice Se 15,000
    TESSA
    435 Gold Pass Heights
    Colorado Springs,CO80906     		N/A PC Christmas Grant 1,500
    The Children's Hospital Foundation
    111 S Tejon Street Ste 309
    Colorado Springs,CO80903     		N/A PC Transportation Stipends for families in Pikes Peak 2,000
    The Home Front Cares
    PO Box 38516
    Colorado Springs,CO80937     		N/A PC General Operating Support 500
    TheatreWorks
    1420 Austin Bluffs Parkway
    Colorado Springs,CO80918     		N/A PC General Operating Support 1,000
    TLC Pharmacy
    555 E Costilla Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 16,000
    Trails and Open Space Coalition
    1040 South 8th Street Ste 101
    Colorado Springs,CO80905     		N/A PC Open Space Volunteers Program 6,000
    Trust for Public Land of Colorado
    1410 Grant C306
    Denver,CO80203     		N/A PC Ute Valley Park Campaign 5,000
    University of Colorado Foundation UCCS Aging Cent
    4863 N Nevada Ave Ste 321
    Colorado Springs,CO80918     		N/A PC Integrated Mental Health Care for Vulnerable Older 25,000
    Urban Peak Colorado Springs
    423 E Cucharras
    Colorado Springs,CO80903     		N/A PC General Operating Support 2,000
    Vibes
    5636 N Union Blvd
    Colorado Springs,CO80918     		N/A PC General Operating Support 750
    Western Museum of Mining & Industry
    225 North Gate Boulevard
    Colorado Springs,CO80921     		N/A PC General Operating Support 6,000
    Year One Inc
    417 E Vermijo Ave
    Colorado Springs,CO80903     		N/A PC Mile High Youth Corps - Colorado Springs 15,000
    Total .................................bullet 3a 824,500
    bApproved for future payment
    Colorado Springs Fine Arts Center
    30 West Dale Street
    Colorado Springs,CO80903     		N/A PC Trustee Award 55,000
    Center for Nonprofit Excellence
    518 North Nevada Avenue
    Colorado Springs,CO80903     		N/A PC General Operating 750
    Total .................................bullet 3b 55,750
    Form 990-PF (2013)
    Form 990-PF (2013)
    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....          
    3
    Interest on savings and temporary cash investments ............     		    14 11  
    4 Dividends and interest from securities....     14 498,256  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 411,219  
    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)..   909,486  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13909,486
    (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 (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    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
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 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 3,625     3,625
    AUDIT & TAX PREPARATION FEES 9,800     9,800

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

    TY 2013 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 2013 InvestmentsLandSchedule2
    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 2013 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 10,716,850 10,716,850
    ALTERNATIVE INVESTMENTS AT COST 119,633 119,633

    TY 2013 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 2013 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   1,068 1,068
    INTEREST RECEIVABLE 31,914 31,113 31,113
    DIVIDENDS RECEIVABLE 2,195 2,481 2,481


    TY 2013 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 3,014      
    INSURANCE 12,073      
    OFFICE EXPENSE 4,366      
    TELEPHONE 1,627      


    TY 2013 OtherIncreasesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 1,050,201
    CHANGE IN BENEFICIAL INTEREST IN TRUST 40,000


    TY 2013 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 15,753
    GRANTS PAYABLE 5,750 55,750
    EXCISE TAXES PAYABLE 12,124  


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN: 84-1090456
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 41,547 39,895    


    TY 2013 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 12,287      
    PAYROLL TAXES 9,545     9,545