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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 08-01-2021 , and ending 07-31-2022
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)315 East Pikes Peak Ave 120
  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$24,431,125J 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 17 17  
4 Dividends and interest from securities... 490,491 489,465  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 601,731
b Gross sales price for all assets on line 6a 2,095,600
7 Capital gain net income (from Part IV, line 2)... 601,731
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).......   -3,625  
12 Total. Add lines 1 through 11........ 1,092,239 1,087,588  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 249,480     249,480
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 30,000     26,000
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 18,300 0 0 18,300
c Other professional fees (attach schedule).... Click to see attachment 35,499 35,425    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,630     12,955
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,671    
20 Occupancy.............. 15,139     15,139
21 Travel, conferences, and meetings....... 2,362     2,362
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,176     67,285
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 419,257 35,425 0 391,521
25 Contributions, gifts, grants paid....... 788,000 838,000
26 Total expenses and disbursements. Add lines 24 and 25 1,207,257 35,425 0 1,229,521
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -115,018
b Net investment income (if negative, enter -0-) 1,052,163
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 38,188 20,175 20,175
2 Savings and temporary cash investments......... 260,606 71,364 71,364
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 3,352,000 3,041,400 3,041,400
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.......... 3,850 9,000 9,000
10a Investments—U.S. and state government obligations (attach schedule) 428,924 314,949 314,949
b Investments—corporate stock (attach schedule)....... 5,623,885 4,848,782 4,848,782
c Investments—corporate bonds (attach schedule)....... 1,521,886 1,468,963 1,468,963
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 16,866,461 Click to see attachment14,612,555 14,612,555
14 Land, buildings, and equipment: basis bullet27,623
Less: accumulated depreciation (attach schedule) bullet10,801 5,961 16,822 16,822
15 Other assets (describe bullet) Click to see attachment15,167 Click to see attachment27,115 Click to see attachment27,115
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,116,928 24,431,125 24,431,125
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 75,000 25,000
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 attachment186,368 Click to see attachment131,637
23 Total liabilities (add lines 17 through 22)......... 261,368 156,637
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........... 23,379,637 -3,581,072
25 Net assets with donor restrictions............ 4,475,923 27,855,560
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 27,855,560 24,274,488
30 Total liabilities and net assets/fund balances (see instructions). 28,116,928 24,431,125
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
27,855,560
2
Enter amount from Part I, line 27a .....................
2
-115,018
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
-3,466,054
4
Add lines 1, 2, and 3 ..........................
4
24,274,488
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 29 .
6
24,274,488
Form 990-PF (2021)
Form 990-PF (2021)
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      
b LONG-TERM CAPITAL GAINS - DETAIL AVAILABLE UPON REQUEST      
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       -20,305
b       622,036
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 2 601,731
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 14,625
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 14,625
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 24,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 24,300
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 9,675
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,675 RefundedBullet 11  
Part VI-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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 atbullet315 EAST PIKES PEAK AVE STE 120COLORADO 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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.
    0     		210,980 26,000 0
    315 East Pikes Peak Ave 120
    COLORADO SPRINGS,CO80903
    CHRISTOPHER DUFF DIRECTOR
    0     		1,000 0 0
    315 East Pikes Peak Ave 120
    COLORADO SPRINGS,CO80903
    SEAN DUFF Vice Chair
    0     		5,500 0 0
    315 East Pikes Peak Ave 120
    COLORADO SPRINGS,CO80903
    SUSAN RAMSAY DIRECTOR
    0     		5,500 0 0
    315 East Pikes Peak Ave 120
    COLORADO SPRINGS,CO80903
    BEN SPARKS Chairman
    0     		5,500 0 0
    315 East Pikes Peak Ave 120
    COLORADO SPRINGS,CO80903
    LARRY GADDIS DIRECTOR
    0     		5,500 0 0
    315 East Pikes Peak Ave 120
    COLORADO SPRINGS,CO80903
    Kat Miller-Stevens DIRECTOR
    0     		5,500 0 0
    315 East Pikes Peak Ave 120
    COLORADO SPRINGS,CO80903
    SHARON HAHN DIRECTOR
    0     		5,500 0 0
    315 East Pikes Peak Ave 120
    COLORADO SPRINGS,CO80903
    CARLOS JIMENEZ DIRECTOR
    0     		4,500 0 0
    315 East Pikes Peak Ave 120
    COLORADO SPRINGS,CO80903
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    22,473,868
    b
    Average of monthly cash balances.......................
    1b
    186,127
    c
    Fair market value of all other assets (see instructions)................
    1c
    273,904
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,933,899
    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
    22,933,899
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    344,008
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    22,589,891
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,129,495
    Part X
    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 IX, line 6..................
    1
    1,129,495
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    14,625
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,625
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,114,870
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,114,870
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,114,870
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,114,870
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 33,113
    e From 2020......  
    f Total of lines 3a through e ........ 33,113
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,229,521
    a Applied to 2020, 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 2021 distributable amount..... 1,114,870
    e Remaining amount distributed out of corpus 114,651
    5 Excess distributions carryover applied to 2021.    
    (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 5 147,764
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		147,764
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 33,113
    d Excess from 2020....  
    e Excess from 2021.... 114,651
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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
    315 East Pikes Peak Ave 210
    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 FOUNDATION'S 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 Atlas Capital Expansion, Holiday Grant,General 34,000
    Big Brothers Big Sisters
    111 S Tejon Street
    Colorado Springs,CO80903     		N/A PC Holiday Grant, Colorado Springs Programming 13,000
    Care & Share
    2605 Preamble Point
    Colorado Springs,CO80915     		N/A PC Holiday Grant, General Operating Support and Feeding Children and Families in El Paso County 18,000
    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
    Colorado Springs,CO80906     		N/A PC Holiday Grant 1,000
    COLORADO COLLEGE
    14 E Cache La Poudre Street
    Colorado Springs,CO80903     		n/a PC Mike Edmonds Legacy Fund, Community welcome for President Song Richardson and The QUAD Innovation Alliance Youth Services Database project 12,500
    Colorado Outward Bound School
    3840 York Street Suite 150
    Denver,CO80205     		N/A PC Robert H. Ramsay Scholarships 15,000
    Colorado Springs Philharmonic
    PO Box 1266
    Colorado Springs,CO80901     		N/A PC Support for the 2022-23 Philharmonic Season and General Operating Support 15,500
    Community Partnership for Child Development
    2330 Robinson Street
    Colorado Springs,CO80904     		N/A PC Holiday Grant and General Operating Support 1,000
    Converge Lecture Series
    733 East Boulder Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 3,500
    Downtown Ventures
    111 S Tejon Street
    Suite 111
    Colorado Springs,CO80903     		N/A PC Artspace Affordable Artist Housing 30,000
    Early Connections Learning Centers
    104 E Rio Grande St
    Suite 703
    Colorado Springs,CO80903     		N/A PC Holiday Grant 1,000
    El Paso County Bar Foundation
    PO Box 429
    Colorado Springs,CO80901     		N/A PC Ruth Rouss Scholarships 10,000
    Empty Stocking Fund
    PO Box 400
    Colorado Springs,CO80901     		N/A PC Gazette Charities Fellowship and Holiday Grant 5,000
    Food to Power
    917 E Moreno Ave
    3rd floor
    Colorado Springs,CO80903     		N/A PC Harvest Celebration 3,000
    Friends of Monument Valley Park
    PO Box 734
    Suite 130
    Colorado Springs,CO80901     		N/A PC General Operating Support 500
    Global Livingston Institute
    1031 33rd Street Suite 235
    Denver,CO80205     		N/A PC Sponsor a UCCS Student 3,000
    Grace and St Stephen's Episcopal Church
    631 N Tejon St
    Colorado Springs,CO80903     		N/A PC Jazz in the Garden Series 500
    Humane Society of the Pikes Peak Region
    610 Abbot Ln
    Colorado Springs,CO80905     		N/A PC General Operating Support and Veterinary Clinic Renovation and Expansion 32,500
    Inside Out Youth Services
    223 N Wahsatch Ave
    Colorado Springs,CO80903     		N/A PC General Operating Support 1,000
    Ithaka Land Trust
    321 Mesa Rd
    Suite 101
    Colorado Springs,CO80905     		N/A PC General Operating Support 20,000
    KCME
    1921 North Weber
    Colorado Springs,CO80907     		N/A PC General Operating Support 2,000
    KRCC
    720 North Tejon Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 1,000
    Mile High 360
    PO Box 40160
    Denver,CO80204     		N/A PC General Operating Support 2,500
    Morgan Adams Foundation
    5303 E Evans Ave
    Denver,CO80222     		N/A PC General Operating Support 1,000
    Old Colorado City Partnership
    1 S 24th St
    Colorado Springs,CO80904     		N/A PC Support the Colorado Springs Philharmonic Orchestra Musicians' Summer Concert Series 4,000
    One Nation Walking Togeather
    3150 N Nevada Ave
    Colorado Springs,CO80907     		N/A PC Holiday Grant 1,000
    Peak Education
    1645 South Murray Blvd
    Colorado Springs,CO80916     		N/A PC General Operating Support 500
    Pikes Peak Community Foundation
    315 E Pikes Peak Ave 120
    Colorado Springs,CO80903     		N/A PC Center for Philanthropy Collective, Catcha Fire/Pikes Peak Connect Fund and The Philanthropy Collective launch program and events 38,000
    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 General Operating Support 1,000
    Rocky Mountain Field Institute
    815 S 25th St
    Colorado Springs,CO80904     		N/A PC General Operating Support 11,000
    Rocky Mountain Women's Film Institute
    2727 North Cascade Street
    140
    Colorado Springs,CO80907     		N/A PC Support the 2021 Film Festival and Youth Documentary Academy 3,000
    Salvation Army
    910 Yuma
    Colorado Springs,CO80906     		N/A PC Holiday Grant 4,500
    Silver Key Senior Services
    1625 S Murray Blvd
    Suite 333
    Colorado Springs,CO80228     		N/A PC Holiday Grant, General Operating Support 3,500
    Springs Rescue Mission
    5 West Las Vegas St
    251
    Colorado Springs,CO80904     		N/A PC Holiday Grant 1,000
    Colorado Health Network
    1301 South Eighth Street
    Colorado Springs,CO80916     		N/A PC Southern Colorado AIDS Project 1,000
    TESSA
    435 Gold Pass Heights
    Colorado Springs,CO80903     		N/A PC Holiday Grant 1,000
    The Justice Center
    PO Box 429
    Colorado Springs,CO80901     		N/A PC General Operating Support 7,000
    The New Horizons Foundation
    5550 Tech Center Dr
    303
    Colorado Springs,CO80919     		N/A PC Fearless Golf Program 1,000
    The Place
    423 E Cucharras St
    Colorado Springs,CO80903     		N/A PC General Operating Support and Holiday Grant 2,000
    Veterans Path
    PO Box 38546
    Colorado Springs,CO80937     		N/A PC Ongoing support of pilot programming, Adaptive Rafting Trips in Durango, Men's Retreats, Women's Retreats and general support and General Operating Support 39,500
    A Woman's Work
    PO Box 817
    Longmont,CO80502     		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
    Blackpackers
    826 S Tejon Street Suite 100
    Colorado Springs,CO80903     		N/A PC General Operating Support 1,000
    Bob Telmosse Foundation
    PO Box 449
    Colorado Springs,CO80901     		N/A PC Holiday Grant 2,000
    Capital Sisters International Inc
    227 Lamb Lane
    Golden,CO80401     		N/A PC General Operating Support 1,000
    Chamber Orchestra of the Springs
    PO Box 7911
    Colorado Springs,CO80933     		N/A PC Support Kids in Motion 500
    Cheyenne Mountain Zoo
    4250 Cheyenne Mountain Zoo Rd
    Colorado Springs,CO80906     		N/A PC General Operating Support 2,500
    Children's Literacy Center
    2928 Straus Lane Suite 100
    Colorado Springs,CO80907     		N/A PC After School Tutoring Program 10,000
    Colorado College Summer Music Festival
    14 East Cache La Poudre
    Colorado Springs,CO80903     		N/A PC Summer Music Festival 1,000
    Colorado Native Plant Society
    PO Box 200
    Fort Collins,CO80522     		N/A PC General Operating Support 1,000
    Colorado Springs Community Cultural Collective
    127 1/2 E Bijou Suite 1
    Colorado Springs,CO80903     		N/A PC General Operating Support 25,000
    Colorado Springs Fine Arts Center at Colorado Coll
    30 West Dale Street
    Colorado Springs,CO80903     		N/A PC In honor of Dick Noyes 1,000
    Colorado Springs Sports Corporation
    1631 Mesa Ave Copper Building Sui
    Colorado Springs,CO80906     		N/A PC Labor Day Lift Off 3,000
    Court Care of the Pikes Peak Region
    PO Box 68
    Colorado Springs,CO80901     		N/A PC General Operating Support 500
    Dance Alliance of the Pikes Peak Region
    PO Box 877
    Colorado Springs,CO80901     		N/A PC General Operating Support 500
    Exponent Philanthropy
    1720 N St NW
    Washington,DC20036     		N/A PC 25th Anniversary Campaign 2,500
    Family Life Services
    1880 South Cascade Avenue
    Colorado Springs,CO80905     		N/A PC General Operating Support 7,000
    Fostering Hope
    111 S Tejon St Suite 112
    Colorado Springs,CO80903     		N/A PC General Operating Support 15,000
    Franciscan Community Counseling
    7665 Assisi Heights
    Colorado Springs,CO80919     		N/A PC General Operating Support 10,000
    Friends of the Children - Colorado Springs
    2340 Robinson Street
    Colorado Springs,CO80919     		N/A PC Mentorship Support 20,000
    Girls on the Run of the Rockies
    15101 E Iliff Ave Suite 200
    Aurora,CO80014     		N/A PC Colorado Springs programs 10,000
    Give Campaign
    c/o Colorado Springs Independent 2
    Colorado Springs,CO80903     		N/A PC Friends of Monument Valley Park matching grant, Springs Recovery Center Matching Grant, Holiday Grant and The Justice Center Matching Grant 7,500
    Hanover Community Park and Projects Inc
    15680 Hanover Rd
    Fountain,CO80817     		N/A PC Stewardship of the Kirk Hanna Park 1,000
    Joint Initiatives for Youth and Families
    6385 Corporate Dr Suite 201
    Colorado Springs,CO80919     		N/A PC Early Childhood Workforce Taskforce and Support the Pathways Program 22,000
    Kidpower
    2335 Robinson St
    Colorado Springs,CO80904     		N/A PC General Operating Support 1,000
    Kids on Bikes
    702 East Boulder Street
    Colorado Springs,CO80903     		N/A PC General Operating Support 15,000
    Leadership Pikes Peak
    6035 Erin Park Drive Ste 101
    Colorado Springs,CO80918     		N/A PC Scholarships for students from Harrison District 2 to attend the Leading Edge Program 1,000
    Manitou Springs Community Foundation
    304 Michigan Ave
    Manitou Springs,CO80829     		N/A PC Events and programs commemorating the 100 year anniversary 2,000
    National Alliance on Mental Illness - Colorado Spr
    1615 South Murray Blvd
    Colorado Springs,CO80916     		N/A PC General Operating Support 20,000
    Partners In Housing
    455 Gold Pass Heights Suite 211
    Colorado Springs,CO80906     		N/A PC Family Self-Sufficiency Program 10,000
    Pikes Peak Library District Foundation
    PO Box 1579
    Colorado Springs,CO80901     		N/A PC General Operating Support 500
    Pikes Peak State College Foundation
    5675 South Academy Boulevard CC68
    Colorado Springs,CO80906     		N/A PC Holiday Grant - Food Pantry and General Operating Support 2,000
    Recidiviz Inc
    135 West 20th St 5th Floor
    New York,NY10011     		N/A PC Support Recidiviz's work in Colorado 50,000
    Rocky Mountain PBS
    315 E Costilla Street
    Colorado Springs,CO80903     		N/A PC Colorado Classroom: Early Childhood Education Resources 15,000
    Springs Recovery Connection
    1930 West Colorado Ave Ste 300
    Colorado Springs,CO80904     		N/A PC Recovery Community Center 100,000
    Status Code 4 Inc
    5585 Erindale Dr Ste 107
    Colorado Springs,CO80918     		N/A PC Program support 1,000
    The Children's Hospital Colorado Foundation
    1245 E Colfax Avenue
    Denver,CO80218     		N/A PC Building Resiliency for Healthy Kids 25,000
    The Colorado Springs Conservatory
    415 S Sahwatch Steet
    Colorado Springs,CO80903     		N/A PC General Operating Support 10,000
    Tri-Lakes Cares
    PO Box 1301
    Monument,CO80132     		N/A PC General Operating Support 10,000
    Trust for Public Land of Colorado
    1410 Grant Street D210
    Denver,CO80203     		N/A   Support El Paso County endeavors and General Operating Support 21,000
    United States Olympic and Paralympic Museum
    PO Box 681
    Colorado Springs,CO80901     		N/A PC Hall of Fame Event 5,000
    University of Colorado at Colorado Springs
    1420 Austin Bluffs Pkwy
    Colorado Springs,CO80918     		N/A PC Support the Karen Possehl Women's Endowment Scholarship program, Heller Center and UCCS Center on Aging 4,000
    University of Colorado Denver
    PO Box 173364 Campus Box 142
    Denver,CO80217     		N/A PC Dr. LaBarbera Cancer Research 50,000
    Western Museum of Mining & Industry
    225 North Gate Road
    Colorado Springs,CO80921     		N/A PC General Operating Support 1,000
    Westside Cares
    2808 West Colorado Avenue
    Colorado Springs,CO80904     		N/A PC General Operating Support 1,000
    Total .................................bullet 3a 838,000
    bApproved for future payment
    Pikes Peak Community Foundation
    102 S Tejon Street
    Colorado Springs,CO80903     		N/A PC Emergency Relief Fund, Artist Recovery Fund 25,000
    Total .................................bullet 3b 25,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 17  
    4 Dividends and interest from securities ....          
    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 ............     		    18 601,731  
    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) ..   1,092,239  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,092,239
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 AND TAX PREP 12,600     12,600

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

    TY 2021 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 2021 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 14,040,737 14,040,737
    ALTERNATIVE INVESTMENTS AT COST 40,211 40,211
    PRIVATE EQUITY   3,757 3,757
    REAL ESTATE   527,850 527,850

    TY 2021 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 0 9,904 9,904
    INTEREST RECEIVABLE 12,261 14,271 14,271
    DIVIDENDS RECEIVABLE 2,906 2,940 2,940


    TY 2021 OtherExpensesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN:
    84-1090456
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND MEMBERSHIP 3,805     3,805
    INSURANCE 16,218     16,218
    OFFICE EXPENSE 17,046     17,046
    TELEPHONE 1,107     1,107
    315 COLLECTIVE K-1       29,109


    TY 2021 OtherIncomeSchedule2
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN:
    84-1090456
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    315 Collective Investment Income K-1   -3,625  


    TY 2021 OtherIncreasesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN:
    84-1090456
    Description Amount
    UNREALIZED GAIN/ LOSS -3,198,834
    CHANGE IN BENEFICIAL INTEREST IN TRUST -310,600
    CHANGE IN DEFERRED TAX 43,380


    TY 2021 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 147,017 103,637
    PENSION CONTRIBUTION PAYABLE 24,000 28,000
    EXCISE TAX PAYABLE 15,351 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN:
    84-1090456
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 35,499 35,499    
    LESS ALLOCATION TO TAX EXEMPT   -74    


    TY 2021 TaxesSchedule
    Name:
    THE JOSEPH HENRY EDMONDSON FOUNDATION
    EIN:
    84-1090456
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 12,955     12,955
    FEDERAL EXCISE TAX 14,675