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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 08-01-2018 , and ending 07-31-2019
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)13 SOUTH TEJON STREET Suite 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLORADO SPRINGS, CO80903
A Employer identification number

84-1090456
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$23,261,337J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 112 112  
4 Dividends and interest from securities... 490,122 484,921  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 458,176
b Gross sales price for all assets on line 6a 1,565,283
7 Capital gain net income (from Part IV, line 2)... 458,176
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........ 948,410 943,209  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 223,745     223,745
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 24,000     24,000
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,100 0 0 17,100
c Other professional fees (attach schedule).... Click to see attachment 35,685 34,390   926
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 98,722     10,572
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,136    
20 Occupancy.............. 2,640     2,640
21 Travel, conferences, and meetings....... 12,604     12,604
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 28,578     28,578
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 444,210 34,390 0 320,165
25 Contributions, gifts, grants paid....... 569,500 629,500
26 Total expenses and disbursements. Add lines 24 and 25 1,013,710 34,390 0 949,665
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,300
b Net investment income (if negative, enter -0-) 908,819
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 33,559 10,994 10,994
2 Savings and temporary cash investments......... 89,656 87,583 87,583
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 2,190,000 2,449,000 2,449,000
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.......... 7,667 3,667 3,667
10a Investments—U.S. and state government obligations (attach schedule) 770,986 614,032 614,032
b Investments—corporate stock (attach schedule)....... 4,438,389 4,583,097 4,583,097
c Investments—corporate bonds (attach schedule)....... 1,883,202 1,941,691 1,941,691
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,338,926 Click to see attachment13,545,839 13,545,839
14 Land, buildings, and equipment: basis bullet11,961
Less: accumulated depreciation (attach schedule) bullet5,148 7,949 6,813 6,813
15 Other assets (describe bullet) Click to see attachment22,587 Click to see attachment18,621 Click to see attachment18,621
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,782,921 23,261,337 23,261,337
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 130,000 70,000
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 attachment88,591 Click to see attachment164,153
23 Total liabilities (add lines 17 through 22)......... 218,591 234,153
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 22,564,330 23,027,184
30 Total net assets or fund balances (see instructions)..... 22,564,330 23,027,184
31 Total liabilities and net assets/fund balances (see instructions). 22,782,921 23,261,337
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
22,564,330
2
Enter amount from Part I, line 27a .....................
2
-65,300
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
528,154
4
Add lines 1, 2, and 3 ..........................
4
23,027,184
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
23,027,184
Form 990-PF (2018)
Form 990-PF (2018)
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 SHORT-TERM CAPITAL GAINS - DETAIL AVAILABLE UPON REQUEST P    
b LONG-TERM CAPITAL GAINS - DETAIL AVAILABLE UPON REQUEST P    
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       -24,672
b       482,848
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 2 458,176
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 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))
2017 991,672 20,069,725 0.049411
2016 931,896 19,122,746 0.048732
2015 887,484 18,121,170 0.048975
2014 876,717 19,134,165 0.045819
2013 1,027,739 18,610,034 0.055225
2
Total of line 1, column (d) .....................
2
0.248162
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049632
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
18,749,339
5
Multiply line 4 by line 3......................
5
930,567
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
9,088
7
Add lines 5 and 6........................
7
939,655
8
Enter qualifying distributions from Part XII, line 4,.............
8
949,665
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 9,088
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 9,088
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 9,088
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 12,588
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 12,588
8 Enter any penalty for underpayment of estimated tax. Check here 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 3,500
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,500 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 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 atbullet13 SOUTH TEJON STREET STE 200COLORADO SPRINGSCO ZIP+4bullet80903
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 President/EXEC. DIR.
    50.0     		185,245 24,000 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    BRUCE T BUELL VICE CHAIR
    2.5     		5,500 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    SHARON HIGGINS SECRETARY & Treasurer
    2.5     		5,500 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    CHRISTOPHER DUFF MEMBER
    1.0     		5,500 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    SEAN DUFF Member
    1.5     		5,500 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    SUSAN RAMSAY MEMBER
    1.0     		5,500 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    BEN SPARKS Chairman
    4.0     		5,500 0 0
    10 LAKE CIRCLE
    COLORADO SPRINGS,CO80906
    LARRY GADDIS Member
    1.0     		5,500 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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    18,857,611
    b
    Average of monthly cash balances.......................
    1b
    158,630
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,621
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,034,862
    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
    19,034,862
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    285,523
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,749,339
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    937,467
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    937,467
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    9,088
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,088
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    928,379
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    928,379
    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
    928,379
    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
    949,665
    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
    949,665
    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
    9,088
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    940,577
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 928,379
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 2014 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 114,233
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 13,356
    fTotal of lines 3a through e........ 127,589
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 949,665
    a Applied to 2017, 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 2018 distributable amount..... 928,379
    e Remaining amount distributed out of corpus 21,286
    5 Excess distributions carryover applied to 2018.    
    (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 5 148,875
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		114,233
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		34,642
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 13,356
    e Excess from 2018.... 21,286
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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
    13 South Tejon Street St 200
    COLORADO SPRINGS,CO80903
    (719) 471-1241
    bThe form in which applications should be submitted and information and materials they should include:
    For details regarding the application process, please see the Foundations website at: www.jhedmondson.org
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    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
    Atlas Preparatory School
    1602 South Murray Blvd
    Colorado Springs,CO80916     		N/A PC Food Pantry, Books for the Library, General Operating Support, and Internship Program 5,500
    Big Brothers Big Sisters
    111 S Tejon Street
    Colorado Springs,CO80903     		N/A PC Holiday Grant 1,000
    Care & Share
    2605 Preamble Point
    Colorado Springs,CO80915     		N/A PC Holiday Grant 2,500
    Catholic Charities of Central Colorado
    228 N Cascade Ave
    Colorado Springs,CO80903     		N/A PC Holiday Grant 1,000
    Centro de la Familia
    1287 Lake Plaza Drive
    Suite 200
    Colorado Springs,CO80906     		N/A PC Holiday Grant 1,000
    Colorado Outward Bound School
    5161 Sheridan Blvd
    Denver,CO80212     		N/A PC Ramsay Scholarships 15,000
    Colorado Springs Fine Arts Center at CC
    30 West Dale Street
    Colorado Springs,CO80903     		N/A PC Celebrating 100 Years: The Legacy of the Broadmoor Art Academy 20,000
    Colorado Springs Philharmonic
    PO Box 1266
    Colorado Springs,CO80901     		N/A PC Endowment Fund 1,000
    Colorado Springs Pioneers Museum
    215 South Tejon Street
    Colorado Springs,CO80903     		N/A PC Statue of Fannie Mae Duncan 1,500
    Community Partnership for Child Development
    2330 Robinson Street
    Colorado Springs,CO80904     		N/A PC Holiday Grant and General Operating Support 2,000
    Converge Lecture Series
    733 East Boulder Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 1,000
    Crossfire Ministries
    307 North Union Blvd
    B
    Colorado Springs,CO80909     		N/A PC Holiday Grant 1,000
    Early Connections
    104 E Rio Grande
    Suite 703
    Colorado Springs,CO80903     		N/A PC Holiday Grant and High Quality Early Care and Education for all Children 11,000
    Ecumenical Social Ministries
    201 North Weber
    Colorado Springs,CO80903     		N/A PC Christian Legal Services and General Operating Support 1,500
    Empty Stocking Fund
    PO Box 400
    3rd floor
    Colorado Springs,CO80901     		N/A PC Holiday Grant 3,000
    Global Livingston Institute
    3001 Brighton Blvd
    Suite 200
    Denver,CO80216     		N/A PC Sponsor a UCCS student 2,500
    Impact360
    1325 Glenarm Place
    Denver,CO80204     		N/A PC General Operating Support 2,500
    INDYGIVE
    c/o Colorado Springs Independent 23
    Colorado Springs,CO80903     		N/A PC Program Support and Friends of Monument Valley Park Matching Grant 5,500
    Ithaka Land Trust
    321 Mesa Rd
    Colorado Springs,CO80905     		N/A PC Holiday Grant 1,000
    KCME
    1921 North Weber
    Colorado Springs,CO80907     		N/A PC Jazz Station General Operations and General Programming 2,500
    KRCC
    912 North Weber
    Colorado Springs,CO80903     		N/A PC General Operating Support 1,000
    Lessons for Life Ministries
    PO Box 62293
    Suite 112
    Colorado Springs,CO80962     		N/A PC General Operating Support 500
    Phoenix Multisport
    2239 Champa Street
    Suite 211
    Denver,CO80205     		N/A PC Colorado Springs Programming 15,000
    Pikes Peak Community Foundation
    102 S Tejon Street
    Suite 530
    Colorado Springs,CO80903     		N/A PC Advocates for the Pikes Peak Summit House Fund 10,000
    Pikes Peak Library District
    PO Box 1579
    Colorado Springs,CO80901     		N/A PC General Operating Support 2,500
    Prison Fellowship Ministries
    44180 Riverside Parkway
    Landsdowne,VA20176     		N/A PC Holiday Grant 1,000
    Project Angel Heart
    4950 Washington St
    Denver,CO80216     		N/A PC Colorado Springs Programming and General Operating Support 2,000
    Reach Pikes Peak
    31 North Tejon Street
    Suite 310
    Colorado Springs,CO80903     		N/A PC Holiday Grant and General Program Support 24,000
    Rocky Mountain Women's Film Institute
    2727 North Cascade Street
    Suite 140
    Colorado Springs,CO80907     		N/A PC 2018 Film Festival and Youth Documentary Academy 2,500
    Salvation Army
    910 Yuma
    Suite 333
    Colorado Springs,CO80906     		N/A PC Holiday Grant 4,500
    Silver Key Senior Services
    1625 S Murray Blvd
    251
    Colorado Springs,CO80228     		N/A PC Holiday Grant and Assist Silver Key in Addressing the Challenges of Aging 18,000
    Southern Colorado Aids Project
    1301 South Eighth Street
    Colorado Springs,CO80916     		N/A PC Holiday Grant 1,000
    Springs Rescue Mission
    5 West Las Vegas St
    Ste 300
    Colorado Springs,CO80904     		N/A PC Holiday Grant 1,000
    TESSA
    435 Gold Pass Heights
    Colorado Springs,CO80903     		N/A PC Holiday Grant 1,000
    University of Colorado Foundation
    1800 Grant Street
    Denver,CO80918     		N/A PC For UC Denver to support Dr. Dan LaBarbera's Cancer Research and General Operating Support 55,000
    Urban Peak
    423 East Cucharras
    Colorado Springs,CO80208     		N/A PC Holiday Grant and General Operating Support 2,000
    YMCA
    207 North Nevade Avenue
    Colorado Springs,CO80903     		N/A PC Colorado Springs Senior Center and Camp Shady Brook 1,000
    Pikes Peak Community College Foundation
    5675 South Academy Boulevard
    Colorado Springs,CO80906     		N/A PC Community Table Program, Holiday Grant, and Student Scholarships 12,000
    Sheppard Art Institute
    4476 Seton Hall Road
    Colorado Springs,CO80918     		N/A PC General Operating Support 16,000
    A Woman's Work
    PO Box 817
    Longmont,CO80502     		N/A PC General Operating Support 500
    Big City Mountaineers
    710 10th Street
    Suite 120
    Golden,CO80401     		N/A PC Expanding Wilderness Experiences for Atlas Prep Students 10,000
    Colorado Springs Dance Theatre
    322 N Tejon St
    Colorado Springs,CO80903     		N/A PC General Operating Support 500
    Court Care of the Pikes Peak Region
    PO Box 68
    Colorado Springs,CO809010068     		N/A PC General Operating Support 5,500
    Innovations in Aging Collaborative
    1625 South Murray Blvd
    Colorado Springs,CO80916     		N/A PC General Operating Support 10,000
    National Alliance for the Mentally Ill
    510 E Willamette Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 500
    Palmer Lake Historical Society
    66 Lower Glenway St
    Palmer Lake,CO80133     		N/A PC General Operating Support 500
    Peak Startup
    415 North Tejon Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 10,000
    Planned Parenthood of the Rocky Mountains
    7155 East 38th Avenue
    Denver,CO80207     		N/A PC Responsible Sex Education Institute for Colorado Springs 5,000
    Project Healing Waters Fly Fishing
    530 Communications Circle
    Colorado Springs,CO80905     		N/A PC Trout Unlimited Programs 500
    Salida Concerts Inc
    PO Box 13
    Salida,CO81201     		N/A PC Support for the Summer Aspen Music Festival Programming 500
    Sue DiNapoli Ovarian Cancer Society
    915 Pinon Ranch View
    6
    Colorado Springs,CO80907     		N/A PC General Operating Support 500
    The Colorado Springs Conservatory
    415 S Sahwatch Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 10,000
    The Old North End Neighborhood
    PO Box 8185
    Colorado Springs,CO80933     		N/A PC North End Woodlands May tree-planting project 500
    Trails and Open Space Coalition
    702 East Boulder Street
    Suite 200
    Colorado Springs,CO80903     		N/A PC Public Education Campaign for TOPS 10,000
    VFW Auxiliary #12009
    PO Box 35
    Conifer,CO80433     		N/A PC Care Packages for Deployed Soldiers 500
    Westside Cares
    2808 West Colorado Avenue
    Colorado Springs,CO80904     		N/A PC General Operating Support 500
    Cheyenne Mountain Zoo
    4250 Cheyenne Mountain Zoo Road
    Colorado Springs,CO80906     		N/A PC Landscaping around the Water's Edge Africa Exhibit and Memorial Sculpture for Penny the Giraffe and Veterinary Hospital Expansion 2,500
    Colorado Cattlemen's Agricultural Land Trust
    8833 Ralston Road
    Arvada,CO80002     		N/A PC General Operating Support 16,000
    Kids on Bikes
    1026 South Tejon Street
    Colorado Springs,CO80903     		N/A PC Bike Mobile, General Operating Support, and Pedal Station 12,500
    Mission Medical Clinic
    2125 E LaSalle Street
    Colorado Springs,CO80909     		N/A PC General Operating Support 10,000
    The Abigail Foundation
    1096 Elkton Drive
    Suite 600
    Colorado Springs,CO80907     		N/A PC Cancer Research Endeavors 25,000
    Court Appointed Special Advocates
    418 South Weber Street
    Colorado Springs,CO80903     		N/A PC Dependency and Neglect Program and Every Child Served Community Campaign 22,000
    Cultural Office of the Pikes Peak Region
    PO Box 190
    Colorado Springs,CO80901     		N/A PC General Operating Support 10,000
    Exponent Philanthropy
    1720 N Street NW
    Washington,DC20036     		N/A PC General Operating Support 1,000
    FRED Leadership
    PO Box 5176
    Buena Vista,CO81211     		N/A PC Program Scholarship Support 1,500
    Homeward Pikes Peak
    2010 East Bijou Street
    Colorado Springs,CO80909     		N/A PC General Operating Support and Housing First Program 21,000
    Mercy's Gate
    PO Box 26416
    Colorado Springs,CO80936     		N/A PC Christian Legal Services 1,000
    Performing Arts for Youth Organization
    PO Box 2535
    Colorado Springs,CO80901     		N/A PC 50th Anniversary Celebration 500
    One Nation Walking Together
    3150 North Nevada Avenue
    Colorado Springs,CO80907     		N/A PC General Operating Support 10,000
    Teen Court Colorado Springs
    PO Box 2169
    Colorado Springs,CO80901     		N/A PC General Operating 15,000
    Wrestle Like A Girl
    9518 Penstemon Court
    Colorado Springs,CO80920     		N/A PC General Operating Support 2,000
    Year One Inc
    1801 Federal Blvd
    Denver,CO80204     		N/A PC Youth, Community and Environment - A Triple Impact Program 10,000
    Adaptive Sports Center
    PO Box 1639
    Crested Butte,CO81224     		N/A PC General Operating Support 1,000
    African American Youth Leadership Conference
    PO Box 296
    Colorado Springs,CO80901     		N/A PC General Operating Support 1,000
    Angels of America's Fallen
    10010 Devonwood Ct
    Colorado Springs,CO80920     		N/A PC General Operating Support 1,000
    Assistance League of Colorado Springs
    405 South Nevada
    Colorado Springs,CO80903     		N/A PC Operation School Bell 5,000
    Colorado Open Lands
    1546 Cole Blvd
    200
    Lakewood,CO80401     		N/A PC Conservation Futures Project 15,000
    Colorado Springs Parks Recreation & Cultural Serv
    1401 Recreation Way
    Mail Code 1200
    Colorado Springs,CO809051024     		N/A PC Friends of Blodgett Open Peak Space 1,000
    Colorado Wolf and Wildlife Center
    PO Box 713
    Divide,CO80814     		N/A PC General Operating Support 1,000
    Greccio Housing
    1015 East Pikes Peak Avenue
    Suite 110
    Colorado Springs,CO80903     		N/A PC Eviction Prevention Program 10,000
    Horticultural Art Society of Colorado Springs Inc
    PO Box 7706
    Colorado Springs,CO80933     		N/A PC Children's Garden in Monument Valley Park 500
    Kennedy Center Imagination Celebration
    1515 N Academy Boulevard
    Suite 200
    Colorado Springs,CO80909     		N/A PC General Operating Support 15,000
    Legacy Institute
    6 North Tejon Street
    Suite 510
    Colorado Springs,CO80903     		N/A PC Universal Preschool Initiative 25,000
    National Alliance for the Mentally Ill
    510 E Willamette Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 11,000
    El Paso County Bar Foundation
    PO Box 429
    Colorado Springs,CO80901     		N/A PC Ruth Rouss Scholarship Fund 10,000
    COLORADO COLLEGE
    14 E Cache La Poudre Street
    Colorado Springs,CO80903     		n/a PC Nonprofit Initiative 35,000
    University of Colorado Foundation Aging Center
    4863 N Nevada Ave
    Suite 321
    Colorado Springs,CO80918     		n/a PC General Program Support 20,500
    Total .................................bullet 3a 629,500
    bApproved for future payment
    Legacy Institute
    6 North Tejon Street
    Suite 510
    Colorado Springs,CO80903     		N/A PC General Operating 25,000
    El Paso County Bar Association
    405 S Cascade Ave
    Ste 103
    Colorado Springs,CO80903     		N/A PC General Operating 10,000
    Total .................................bullet 3b 35,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 ...........     		    14 112  
    4 Dividends and interest from securities....     14 490,122  
    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 ............     		    18 458,176  
    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)..   948,410  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    948,410
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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 5,700     5,700
    AUDIT & TAX PREPARATION FEES 11,400     11,400

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

    TY 2018 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 2018 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 13,484,311 13,484,311
    ALTERNATIVE INVESTMENTS AT COST 46,111 46,111
    PRIVATE EQUITY   15,417 15,417

    TY 2018 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 2,615 0 0
    INTEREST RECEIVABLE 16,910 15,834 15,834
    DIVIDENDS RECEIVABLE 3,062 2,787 2,787


    TY 2018 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 5,200     5,200
    INSURANCE 12,274     12,274
    OFFICE EXPENSE 8,908     8,908
    TELEPHONE 1,596     1,596
    PROFESSIONAL DEVELOPMENT 600     600


    TY 2018 OtherIncreasesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN:
    84-1090456
    Description Amount
    CHANGE IN BENEFICIAL INTEREST IN TRUST 259,000
    UNREALIZED GAIN ON INVESTMENTS 269,154


    TY 2018 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 64,591 134,565
    PENSION CONTRIBUTION PAYABLE 24,000 24,000
    EXCISE TAX PAYABLE 0 5,588


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN:
    84-1090456
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 34,759 34,390    
    LEGAL 926     926


    TY 2018 TaxesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN:
    84-1090456
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 10,572     10,572
    FEDERAL EXCISE TAX 88,150