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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
JULIAN I & HOPE R EDISON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S BROADWAY NO 550
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63102
A Employer identification number

43-6027034
B Telephone number (see instructions)

(314) 514-8881
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$23,336,064J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 210,753 210,753  
4 Dividends and interest from securities... 152,346 152,346  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59,206
b Gross sales price for all assets on line 6a 2,452,948
7 Capital gain net income (from Part IV, line 2)... 59,206
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........ 422,305 422,305  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,301 260   1,041
b Accounting fees (attach schedule)....... Click to see attachment 17,400 3,480   13,920
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,966 2,966   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 74,006 14,797   59,209
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 99,673 21,503   74,170
25 Contributions, gifts, grants paid....... 411,695 411,695
26 Total expenses and disbursements. Add lines 24 and 25 511,368 21,503   485,865
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -89,063
b Net investment income (if negative, enter -0-) 400,802
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 276,399 342,134 342,134
2 Savings and temporary cash investments......... 5,136,032 5,216,695 5,216,695
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   1,000 1,000
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,333,710 Click to see attachment1,913,570 2,041,066
b Investments—corporate stock (attach schedule)....... 7,742,211 Click to see attachment8,058,178 12,764,656
c Investments—corporate bonds (attach schedule)....... 2,942,936 Click to see attachment2,810,648 2,970,513
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,431,288 18,342,225 23,336,064
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 18,431,288 18,342,225
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 18,431,288 18,342,225
30 Total liabilities and net assets/fund balances (see instructions). 18,431,288 18,342,225
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,431,288
2
Enter amount from Part I, line 27a .....................
2
-89,063
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,342,225
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,342,225
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS 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 2,439,234   2,393,742 45,492
b 13,714     13,714
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       45,492
b       13,714
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 59,206
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,571
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 5,571
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,571
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,141
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,141
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10,570
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet10,570 RefundedBullet 11 0
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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletDE, MO
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletHOPE R EDISON Telephone no.bullet (314) 567-3533

    Located atbullet10 S BROADWAY SUITE 550ST LOUISMO ZIP+4bullet63102
    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 2020, 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    HOPE R EDISON PRESIDENT, TREASURER, AND SECRETARY
    1.00     		0 0 0
    10 S BROADWAY STE 550
    ST LOUIS,MO63102
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    15,813,004
    b
    Average of monthly cash balances.......................
    1b
    5,718,554
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,531,558
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    21,531,558
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    322,973
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,208,585
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,060,429
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,060,429
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,571
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,571
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,054,858
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,054,858
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,054,858
    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
    485,865
    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
     
    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
    485,865
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    485,865
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,054,858
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 622,780
    e From 2019...... 824,909
    fTotal of lines 3a through e........ 1,447,689
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 485,865
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 485,865
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 568,993 568,993
    (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 5 878,696
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		878,696
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 53,787
    d Excess from 2019.... 824,909
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    HOPE R EDISON
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    AMERICAN JEWISH COMMITTEE
    77751 CARONDELET AVENUE SUITE 501
    ST LOUIS,MO63105     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,000
    BARNES JEWISH HOSPITAL
    1001 HIGHLANDS PLAZA DRIVE WEST
    ST LOUIS,MO63110     		NONE PUBLIC CHARITY SUPPORT NEEDY FAMILIES 55,000
    BEAVER COUNTY DAY SCHOOL
    791 HAMMOND STREET
    CHESTNUT HILL,MA02467     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100
    BRAIN AND BEHAVIOR RESEARCH FOUNDATION
    747 THIRD AVENUE 33RD FLOOR
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    BRANDEIS UNIVERSITY
    PO BOX 549110 MS 126
    WALTHAM,MA02454     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    CHAMBER MUSIC SOCIETY OF ST LOUIS
    222 S CENTRAL AVE SUITE 100
    ST LOUIS,MO63105     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    CORNERSTONE EARLY LEARNING CENTER
    3901 RUSSELL BLVD
    ST LOUIS,MO63110     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 200
    DANFORTH PLANT CENTER
    975 N WARSON RD
    OLIVETTE,MO63132     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    FOREST PARK FOREVER
    5595 GRAND DR
    ST LOUIS,MO63112     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    HARVARD CLUB OF ST LOUIS
    848 REVERE DR
    ST LOUIS,MO63141     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 45
    HARVARD COLLEGE FUND
    124 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY COLLEGE FUND FOR FINANCIAL AID 2,000
    HEAT UP ST LOUIS
    1520 MARKET ST 4038
    ST LOUIS,MO63103     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 25
    HILLEL AT BINGHAMPTON
    4400 VESTAL PKWY E
    BINGHAMPTON,NY13902     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500
    HOLOCAUST MUSEUM
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    JEWISH ASSOCIATION SERVING THE AGING
    2211 CHURCH AVE
    BROOKLYN,NY11226     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500
    JEWISH FEDERATION OF ST LOUIS
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 175,100
    JOHN BURROUGHS SCHOOL
    755 SOUTH PRICE ROAD
    ST LOUIS,MO63124     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    LITTLE BIT FOUNDATION
    516 HANLEY INDUSTRIAL CT
    BRENTWOOD,MO63144     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    NINE NETWORK OF PUBLIC MEDIA
    3655 OLIVE STREET
    ST LOUIS,MO63108     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    OPERA THEATRE ST LOUIS
    210 HAZEL AVENUE
    ST LOUIS,MO63119     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    OPERATION FOOD SEARCH
    1644 LOTSIE BLVD
    ST LOUIS,MO63132     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    PARENTS AS TEACHERS
    2228 BALL DRIVE
    ST LOUIS,MO63146     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    PLANNED PARENTHOOD
    4251 FOREST PARK AVENUE
    ST LOUIS,MO63108     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    RADIO ARTS FOUNDATION
    7711 CARONDELET AVE SUITE 302
    ST LOUIS,MO63105     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000
    READY READERS
    10403 BAUR BLVD H
    ST LOUIS,MO63132     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 29
    SCHOLARSHIP FOUNDATION OF ST LOUIS
    6825 CLAYTON AVENUE SUITE 100
    ST LOUIS,MO63139     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 150
    SHAKESPEARE FESTIVAL
    5715 ELIZABETH AVENUE
    ST LOUIS,MO63110     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500
    ST LOUIS ART MUSEUM FOUNDATION
    ONE FINE ARTS DRIVE
    ST LOUIS,MO63110     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT AND PRINT FUND 25,000
    ST LOUIS PSYCHOANALYTIC INSTITUTE
    7700 CLAYTON RD STE 200
    ST LOUIS,MO63117     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    ST LOUIS PUBLIC LIBRARY
    1415 OLIVE STREET
    ST LOUIS,MO63103     		NONE PUBLIC CHARITY SUPPORT LITERACY AND AFTER-SCHOOL PROGRAMS 1,000
    ST LOUIS PUBLIC RADIO
    3651 OLIVE ST
    ST LOUIS,MO63108     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,000
    ST LOUIS SYMPHONY ORCHESTRA
    718 NORTH GRAND BOULEVARD
    ST LOUIS,MO63103     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000
    ST LOUIS ZOO ASSOCIATION
    ONE GOVERNMENT DRIVE
    ST LOUIS,MO63110     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 25
    TEMPLE EMANUEL
    12166 CONWAY ROAD
    ST LOUIS,MO63110     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 25
    TEMPLE ISRAEL
    1 RABI ALVAN D RUBIN DR
    ST LOUIS,MO63141     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 11,496
    TENEMENT MUSEUM
    103 ORCHARD ST
    NEW YORK,NY10002     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 500
    WASHINGTON UNIVERSITY ST LOUIS
    1 BROOKINGS DR
    ST LOUIS,MO63130     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 8,500
    Total .................................bullet 3a 411,695
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 210,753  
    4 Dividends and interest from securities....     14 152,346  
    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.....     14    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 59,206  
    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).. 0 422,305 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    422,305
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 17,400 3,480   13,920

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK AMER CORP NT 5% DTD 5/13/2011 253,073 254,278
    BLACKRODK INC FR 3.375% DTD 5/25/12 126,480 130,423
    CHEVRON CORP NEW NT 3.326% DTD 11/17/2015 253,584 280,325
    COMCAST CORP NEW SR NT 3.15% DTD 2/23/2016 125,181 139,558
    COMCAST CORP NEW SR NT 3.40% DTD 03/27/2020 114,468 115,635
    CITIGROUP INC SR NT 2.75% DTD 04/25/2017 249,356 257,473
    CONOCOPHILLIPS CO SR GLBL NT 4.95% DTD 3/8/2016 271,806 300,173
    GLAXOSMITHKLINE CAP IN GTD NT 2.8% DTD 3/18/2013 125,583 131,623
    GOLDMAN SACHS GROUP INC SR GLBL NT 3% DTD 1/26/17 250,029 252,027
    MORGAN STANLEY SR NT 5.5% DTD 7/28/2011 256,571 257,350
    ORACLE CORP SR NT 3.4% DTD 7/8/2014 127,858 136,819
    SHELL INTERNATIONAL FIN BV SR NT 3.25% DTD 5/11/2015 252,686 277,108
    US BANCORP MTNS BK ENT SR NT 3% DTD 3/2/2012 125,889 128,828
    WELLS FARGO & CO MEDIUM TERM SR NTS VAR RATE DTD 05/22/2017 27,584 28,340
    APPLE INC SR GLBL NT 3.25% 250,500 280,553

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 114,444 151,534
    ABBVIE INC SHS 17,129 27,966
    ADOBE SYS INC 70,417 163,539
    AIA GROUP LTD SPONSORED ADR 19,456 24,651
    AIR LIQUIDE ADR 13,035 18,365
    AIR PRODUCTS&CHEM 9,496 19,125
    ALCON INC ORD SHARES 12,572 14,582
    ALEXION PHARMACEUTICALS INC 11,982 14,530
    ALIBABA GROUP HLDG LTD SPONSERED ADS 18,101 22,342
    ALPHABET INC SHS CL A 55,749 77,116
    ALPHABET INC SHS CL C 212,220 341,617
    AMADEUS LT GROUP, S.A. 21,284 23,612
    AMAZON COM INC COM 271,000 596,018
    AMERICA MOVIL SAB 12,810 95,426
    AMERICAN ELECTRIC PWR INC COM 102,802 94,844
    AMERICAN WTR WKS CO NEW COM 78,684 93,770
    AMERIPRISE FINL INC COM 11,306 16,324
    AMETEK INC NEW COM 6,481 9,917
    AMGEN INC 12,279 16,324
    AMPHENOL CORP CL A 13,052 17,915
    ANSYS INC COM 10,219 21,100
    APPLE INC 105,435 334,644
    APTIV PLC COM 8,482 13,290
    ASHLAND GLOBAL HLDGS INC COM 5,082 5,148
    ASML HOLDING N V NYREGISTRY 11,586 27,312
    ASSA ABLOY AB ADR 12,081 14,671
    ASTRAZENECA PLC SPND ADR 110,928 108,778
    AUTODESK INC COM 15,951 29,923
    AUTOMATIC DATA PROC 61,239 92,505
    AUTOZONE INC COM 17,554 22,523
    AVANTOR INC COM 8,998 12,949
    BAE SYS PLC SPONSORED ADR 11,005 11,599
    BANCO SANTANDER SA ADR 25,933 18,931
    BERRY GLOBAL GROUP INC 9,129 9,777
    BHP GROUP LIMITED 17,352 22,412
    BIOGEN INC 15,112 13,712
    BLACKROCK INC 84,683 137,093
    BLACKSTONE GROUP INC COM C A 114,345 153,470
    BP PLC 15,973 38,967
    BROOKFIELD ASSET MGMT INC CL A 7,217 9,863
    BROWN FORMAN CORP CL B 3,816 6,195
    CADENCE DESIGN SYS INC COM 12,999 20,737
    CANADIAN NATL RY CO COM 9,863 12,743
    CARTER INC 7,931 7,526
    CATALENT INC COM 10,056 10,615
    CDW CORP COM 8,771 9,884
    CHARLES RIV LABROTORIES INTL INC COM 8,413 12,243
    CHEVRON CORP 81,864 60,804
    CHUBB LTD COM 12,450 15,084
    CHURCH & DWIGHT INC COM 8,276 10,991
    CINTAS CORP COM 6,458 8,836
    CISCO SYSTEMS INC COM 166,737 169,602
    CITRIX SYS INC COM 4,633 5,724
    COMCAST CORP NEW CL A 69,134 93,167
    COMPASS GROUP PLC 13,124 12,539
    CONTINENTAL AG SPONSORED ADR 15,918 19,138
    COOPER COS INC COM NEW 6,905 8,720
    COSTAR GROUP INC COM 5,473 11,091
    CROWN HLDGS INC COM 8,082 14,830
    CYRUSONE INC COM 5,342 5,194
    DAIKIN INDS LTD ADR 12,970 25,619
    DBS GROUP HLDGS LTD SPONSORED ADR 12,427 13,565
    DEUTCHE BOERSE ADR 7,293 9,558
    DIAGEO PLC 16,309 16,516
    DISNEY (WALT) CO COM STK 80,195 103,454
    DOLLAR TREE INC COM 13,577 15,342
    DOMINOS PIZZA INC COM 6,478 9,970
    DYNATRACE INC COM 7,885 9,173
    ECOLAB INC 97,577 128,518
    EDWARDS LIFESCIENCES CORP COM 11,520 18,611
    ENCOMPASS HEALTH CORP COM 12,539 16,455
    ENPHASE ENERGY INC COM 4,036 6,668
    ENTEGRIS INC COM 6,322 9,898
    EPAM SYS INC COM 15,834 35,477
    EURONET WORLDWIDE INC COM 14,845 17,825
    EVERBRIDGE INC COM 11,205 11,329
    EXACT SCIENCES CORP COM 12,552 17,224
    FACEBOOK INC CLASS A COMMON STOCK 16,786 32,506
    FANUC CORPORATION ADR 10,636 15,892
    FIVE BELOW INC COM 4,372 7,524
    FLEETCOR TECHNOLOGIES INC COM 9,231 10,913
    FMC CORP COM NEW 8,670 12,872
    FOMENTO ECONOMICO MEX SP ADR 10,395 9,471
    GENPACT LIMITED 14,035 16,792
    GLOBAL PMTS INC COM 20,800 31,882
    GOODRX HLDGS INC COM A 5,399 5,567
    GRIFOLS S A SP ADR REP B 10,950 10,253
    HCA HEALTHCARE 9,740 11,512
    HDFC BK LTD ADR REPSTG 3 SHS 17,397 26,230
    HEXAGON AB ADR 6,221 11,230
    HOME DEPOT INC 105,122 155,388
    HONEYWELL INTL INC DEL 142,196 210,786
    HUBBEL INC COM 5,651 7,526
    HUMANA INC COM 8,694 12,308
    IAA INC COM 5,492 10,852
    ICON PLC 16,311 22,033
    IDEX CORP COM 7,067 10,956
    I H S MARKIT LTD 8,452 14,283
    ILLINOIS TOOL WORKS INC 5,939 8,971
    INTERCONTINENTAL HOTELS GROUP PLC 11,379 12,959
    INTL BUSINESS MACHINES CORP 41,783 52,618
    JAZZ PHARMACEUTICALS PLC 6,909 8,087
    JM SMUCKER 53 25,201
    JOHNSON AND JOHNSON COM 48,764 439,562
    JPMORGAN CHASE & CO 156,618 182,218
    JULIUS BAER GROUP LTD ADR 11,494 16,085
    KANSAS CITY SOUTHERN COM 5,438 10,207
    KEYSIGHT TECHNOLOGIES INC COM 11,165 16,908
    KIA CORPORATION 4,677 7,508
    L3HARRIS TECHNOLOGIES INC COM 8,567 7,750
    LAM RESH CORP COM 9,092 22,197
    LAS VEGAS SANDS CORP COM 12,045 12,814
    LIBERTY BROADBAND CORP COM SER C 4,786 6,176
    LIVENT CORP COM 3,987 5,822
    LLOYDS TSB GROUP PLC -SP ADR 20,580 18,963
    LOCKHEED MARTIN CORP 11,074 14,554
    LONDON STK EXCHANGE GROUP ADR 8,385 15,146
    LVMH MOET HENNESSY LOUIS VUITTON ADR 13,773 24,379
    MARRIOT INTERNATIONAL CL A 9,160 10,817
    MARVELL TECHNOLOGY GROUP LTD 7,411 13,739
    MASCO CORP COM 6,415 9,283
    MCSI INC CL A 6,661 16,522
    MEDTRONIC PLC SHS 89,680 129,557
    MERCADOLIBRE INC COM 3,016 10,051
    MICROCHIP TECHNOLOGY INC COM 14,301 22,650
    MICROSOFT CORP 211,766 526,246
    MONDELEX INTL INC COM 127,055 142,667
    MONSTER BEVERAGE CORP NEW COM 8,035 12,762
    NEW ORIENTAL ED & TECHNOLOGY GROUP 4,986 10,034
    NEXTERA ENERGY INC SHS 82,192 132,081
    NIDEC CORPORATION ADR 11,747 24,767
    NOVARTIS AG SPONSORED ADR 16,202 18,603
    O'REILLY AUTOMOTIVE INC NEW COM 9,594 11,767
    OTIS WORLDWIDE CORP COM 69,047 82,073
    PACKAGING CORP AMERICA 19,638 183,696
    PAYCHEX INC 10,041 16,027
    PAYPAL HOLDINGS INC SHS 10,099 54,803
    PENTAIR PLC 3,603 4,460
    PEPSICO INC 100,921 132,729
    PIONEER NATURAL RES CO 75,112 220,605
    PNC FINL SVCS GROUP COM 87,681 103,853
    PRA HEALTH SCIENCES INC COM 10,509 11,917
    PROCTER & GAMBLE CO 8,849 251,009
    PTC INC COM 15,850 20,334
    REGENERON PHARMACTCLS 9,766 12,561
    REXNORD CORP NEW COM 7,075 9,122
    RESMED INC COM 13,038 16,155
    RITCHIE BROS AUCTIONEERS COM 9,423 16,622
    ROPER TECHNOLOGIES, INC. 97,996 133,207
    ROSS STORES INC COM 8,963 11,667
    ROYAL DUTCH SHELL PLC ADR 16,236 11,159
    SALESFORCE COM INC COM 61,596 107,482
    SBA COMMUNICATIONS CORP NEW CL A 13,132 20,595
    SCHWAB CHARLES CORP NEW 152,587 188,875
    SEVEN AND I HLDGS CO LTD ADR 11,358 10,154
    SIEMENS A G SPONSORED ADR 12,028 16,249
    SKYWORKS SOLUTIONS INC COM 5,620 10,549
    SMARTSHEET INC COM 11,667 15,313
    SMITH & NEPHEW PLC 10,551 11,512
    SONY CORP AMERN SH NEW 10,914 17,389
    S&P GLOBAL INC COM 89,213 86,785
    SPLUNK INC COM 8,620 7,475
    SPROUTS FMRS MKT INC COM 6,563 5,668
    SUNCOR ENERGY INC NEW COM 12,448 8,507
    SYMRISE AG ADR 12,927 18,602
    SYNOPSYS INC COM 12,393 16,851
    SYSMEX CORP ADR 11,691 22,219
    TAIWAN SEMICONDUCTOR MFG CO LTD 9,894 24,752
    TELADOC HEALTH 6,804 10,598
    TELEFLEX INC COM 9,875 13,993
    TEMENOS AG SPONSORED ADR 11,064 10,351
    TENCENT HLDGS LTD ADR 17,703 28,368
    TEXAS INSTRUMENTS 75,152 97,657
    THERMO FISHER SCIENTIFIC INC 66,646 156,968
    TOKIO MARINE HLDGS INC ADR 9,015 9,563
    TRACTOR SUPPLY CO COM 9,341 12,793
    TRANSUNION COM 8,842 13,891
    TWILIO INC CL A 8,887 11,171
    UBISOFT ENTMT SA ADR 11,517 16,245
    UNITED PARCEL SVC CL B 17,358 27,112
    UNITEDHEALTH GROUP INC 159,519 248,632
    VESTAS WIND SYS A/S UTD KINGDOM 6,910 19,640
    VISA INC CL A SHRS 144,915 270,788
    WASTE MANAGEMENT INC COM 118,619 130,313
    XILINX INC COM 10,262 11,767
    YUM CHINA HOLDINGS INC 14,942 20,153
    ZOETIS INC 88,318 136,869
    COSTCO WHSL CORP 11,056 25,998
    AMERICAN TOWER CORPORATION 47,434 78,561
    HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS 175,000 191,243
    MATTHEWS PACIFIC TIGER FD 300,000 319,811
    VIRTUS VONTOBEL EMERGING MARKETS OPPORTUNITIES FUND 175,000 188,442
    CIGNA CORP COM 81,549 94,514
    DANAHER CORP COM 75,266 169,937
    DOLLAR GEN CORP NEW COM 64,151 116,086
    FIDELITY NATL INFORMATION SVCS INC 124,789 171,874
    FISERV INC COM 106,100 154,166
    INTERCONTINENTAL EXCHANGE INC 103,053 160,599
    QUALCOMM INC COM 75,046 184,179
    STRYKER CORP COM 83,777 123,990
    TJX COS INC NEW COM 94,784 145,594
    T MOBILE US INC COM 95,137 194,049
    US BANCORP DEL COM 141,064 121,460
    UNION PAC CORP COM 94,465 139,091
    VF CORP COM 72,075 85,666
    RAYTHEON CO COM 138,286 133,295
    ANALOG DEVICES INC COM 74,623 125,718
    LINDE PLC COM 92,027 147,039

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    US Government Securities - End of Year Book Value:

    1,913,570
    US Government Securities - End of Year Fair Market Value:

    2,041,066
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 LegalFeesSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,301 260   1,041


    TY 2020 OtherExpensesSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK & INVESTMENT FEES 73,823 14,765   59,058
    OFFICE SUPPLIES 158 32   126
    STATE FILING FEE 25 0   25


    TY 2020 TaxesSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 2,966 2,966   0
    FEDERAL TAX EXPENSE 4,000 0   0