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 01-01-2021 , and ending 12-31-2021
Name of foundation
EDWARD JONES FOUNDATION
 
% EDWARD D JONES & CO LP
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 66541
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO631666541
A Employer identification number

43-1595600
B Telephone number (see instructions)

(314) 515-2000
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$59,349,960J 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) 37,500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,200,563 3,200,563  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,240,049
b Gross sales price for all assets on line 6a 37,452,508
7 Capital gain net income (from Part IV, line 2)... 12,775,155
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........ 44,940,612 15,975,718  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 130,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 130,000 0   0
25 Contributions, gifts, grants paid....... 12,678,053 12,575,097
26 Total expenses and disbursements. Add lines 24 and 25 12,808,053 0   12,575,097
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 32,132,559
b Net investment income (if negative, enter -0-) 15,975,718
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............. 353,407 483,886 483,886
2 Savings and temporary cash investments......... 7,649,024 17,442,436 17,442,436
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).....      
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)      
b Investments—corporate stock (attach schedule)....... 17,671,996 Click to see attachment39,986,798 41,399,152
c Investments—corporate bonds (attach schedule).......      
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) Click to see attachment31,470 Click to see attachment24,486 Click to see attachment24,486
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,705,897 57,937,606 59,349,960
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 285,600 384,750
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)......... 285,600 384,750
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........... 25,420,297 57,552,856
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........    
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)..... 25,420,297 57,552,856
30 Total liabilities and net assets/fund balances (see instructions). 25,705,897 57,937,606
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
25,420,297
2
Enter amount from Part I, line 27a .....................
2
32,132,559
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
57,552,856
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
57,552,856
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 37,452,508   24,677,353 12,775,155
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       12,775,155
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 12,775,155
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........................... 3 222,062
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- ..... 5 222,062
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 177,473
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 150,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 327,473
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 590
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 10 104,821
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet104,821 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)
    bulletMO
    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 Click to see attachment.............
    11
    Yes
     
    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 ofbulletEDWARD D JONES & CO LP Telephone no.bullet (314) 515-2000

    Located atbullet12555 MANCHESTER ROADSt LouisMO ZIP+4bullet631313710
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)
    Yes
     
    (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
    Yes
     
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    Penny Pennington CHAIRMAN
    0.1     		0 0 0
    PO BOX 66541
    St Louis,MO631666541
    Kevin Bastien Trustee
    0.1     		0 0 0
    PO BOX 66541
    St Louis,MO631666541
    Andrew Miedler Trustee
    0.1     		0 0 0
    PO BOX 66541
    ST LOUIS,MO631666541
    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
    35,539,658
    b
    Average of monthly cash balances.......................
    1b
    5,763,948
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,303,606
    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
    41,303,606
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    619,554
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    40,684,052
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,034,203
    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
    2,034,203
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    222,062
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    222,062
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,812,141
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25,000
    5
    Add lines 3 and 4............................
    5
    1,837,141
    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
    1,837,141
    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 1,837,141
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 6,625,633
    b From 2017...... 6,175,151
    c From 2018...... 5,803,017
    d From 2019...... 6,405,326
    e From 2020...... 9,788,627
    f Total of lines 3a through e ........ 34,797,754
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 12,575,097
    a Applied to 2020, but not more than line 2a  
    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..... 1,837,141
    e Remaining amount distributed out of corpus 10,737,956
    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 45,535,710
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) ...     		6,625,633
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		38,910,077
    10 Analysis of line 9:
    a Excess from 2017.... 6,175,151
    b Excess from 2018.... 5,803,017
    c Excess from 2019.... 6,405,326
    d Excess from 2020.... 9,788,627
    e Excess from 2021.... 10,737,956
    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).)
    NA
    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.
    NA
    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 (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
    AMERICAN NATIONAL RED CROSS
    4050 LINDELL BOULEVARD
    SAINT LOUIS,MO63108     		  PC COMMUNITY SERVICE 100,000
    BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI
    501 NORTH GRAND BOULEVARD 100
    ST LOUIS,MO63103     		  PC COMMUNITY SERVICE 165,250
    DONALD DANFORTH PLANT SCIENCE CENTER
    975 NORTH WARSON ROAD
    ST LOUIS,MO63132     		  PC COMMUNITY SERVICE 100,000
    PEDAL THE CAUSE
    900 Spruce St
    ST LOUIS,MO63102     		  PC COMMUNITY SERVICE 333,333
    RX OUTREACH INC
    3171 Riverport Tech Center Dr
    MARYLAND HEIGHTS,MO63043     		  PC COMMUNITY SERVICE 100,000
    SAINT LOUIS SYMPHONY ORCHESTRA
    718 n grand blvd
    ST LOUIS,MO63103     		  PC ARTS 76,000
    ST LOUIS UNIVERSITY
    1 North Grand Blvd
    ST LOUIS,MO63103     		  PC EDUCATION 226,250
    UNITED WAY OF GREATER ST LOUIS INC
    910 N 11TH ST
    ST LOUIS,MO63101     		  PC COMMUNITY SERVICE 3,346,174
    CARDINAL RITTER COLLEGE PREP HIGH SCHOOL
    701 N Spring Ave
    ST LOUIS,MO63108     		  PC EDUCATION 10,100
    VALLEY OF THE SUN UNITED WAY
    3200 E CAMELBACK RD 375
    PHOENIX,AZ85018     		  PC COMMUNITY SERVICE 558,211
    YMCA OF GREATER ST LOUIS
    326 SOUTH 21ST STREET
    ST LOUIS,MO63103     		  PC COMMUNITY SERVICE 110,000
    CENTER OF CREATIVE ARTS
    524 TRINITY AVE
    ST LOUIS,MO63130     		  PC ARTS 295,000
    DE LA SALLE INC
    1106 N JEFFERSON AVE
    ST LOUIS,MO63106     		  PC EDUCATION 15,000
    GREAT CIRCLE
    PO BOX 189
    ST JAMES,MO65559     		  PC COMMUNITY SERVICE 50,000
    ST LOUIS AREA FOOD BANK
    70 CORPORATE WOODS DR
    BRIDGETON,MO63044     		  PC COMMUNITY SERVICE 30,000
    Beyond Housing Inc
    6506 Wright Way
    Saint Louis,MO63121     		  PC COMMUNITY SERVICE 115,000
    BOYS & GIRLS CLUBS OF GREATER ST LOUIS
    2901 NORTH GRAND AVE
    St Louis,MO63107     		  PC COMMUNITY SERVICE 100,000
    FATHERS SUPPORT CENTER ST LOUIS
    1601 OLIVE ST
    St Louis,MO63103     		  PC COMMUNITY SERVICE 25,000
    GUARDIAN ANGEL SETTLEMENT ASSOCIATION
    1127 NORTH VANDEVENTER AVE
    Saint Louis,MO63113     		  PC Community Service 5,000
    MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS
    1 Theatre Dr
    St Louis,MO63112     		  PC Community Service 250,000
    SAINT LOUIS FASHION FUND
    1533 Washington Ave
    St Louis,MO63103     		  PC Community Service 20,000
    URBAN LEAGUE OF METROPOLITAN ST LOUIS
    1408 NORTH KINGSHIGHWAY
    St Louis,MO63113     		  PC Community Service 275,000
    BRACE FOR IMPACT 46 INC
    8651 HWY N NO 46
    LAKE ST LOUIS,MO63367     		  PC COMMUNITY SERVICE 5,000
    CONCORDANCE ACADEMY OF LEADERSHIP
    1845 BORMAN COURT
    ST LOUIS,MO63146     		  PC COMMUNITY SERVICE 350,000
    CONTEMPORARY ART MUSEUM ST LOUIS
    3750 WASHINGTON BOULEVARD
    ST LOUIS,MO63108     		  PC ARTS 30,000
    FRIENDS OF THE MISSOURI GOVERNOR'S MANSION
    716 EAST HIGH STREET
    JEFFERSON CITY,MO65101     		  PC COMMUNITY SERVICE 10,000
    GIRL SCOUTS OF EASTERN MISSOURI INC
    2300 BALL DRIVE
    ST LOUIS,MO63146     		  PC COMMUNITY SERVICE 305,000
    LIBRARY FDN FOR THE BENEFIT OF STL PUBLIC LIBRARY
    1415 OLIVE STREET
    SAINT LOUIS,MO63103     		  PC COMMUNITY SERVICE 5,000
    MISSOURI BOTANICAL GARDEN
    4344 SHAW BOULEVARD
    ST LOUIS,MO63110     		  PC COMMUNITY SERVICE 200,000
    ST LOUIS POLICE FOUNDATION
    9761 CLAYTON ROAD
    ST LOUIS,MO63124     		  PC COMMUNITY SERVICE 60,000
    STAGES ST LOUIS
    1023 CHESTERFIELD PARKWAY EAST
    CHESTERFIELD,MO63017     		  PC ARTS 161,000
    THE MAGIC HOUSE ST LOUIS CHILDRENS
    516 S KIRKWOOD ROAD
    ST LOUIS,MO63122     		  PC COMMUNITY SERVICE 35,000
    AGING AHEAD FOUNDATION
    14535 MANCHESTER RD
    MANCHESTER,MO63011     		  PC COMMUNITY SERVICE 1,000
    ALMOST HOME
    3200 SAINT VINCENT AVE
    ST LOUIS,MO63104     		  PC COMMUNITY SERVICE 20,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS ST NW
    ATLANTA,GA30303     		  PC HEALTH/HUMAN SERVICES 198,750
    ARTS AND EDUCATION COUNCIL OF GREATER ST LOUIS
    3547 OLIVE STREET
    ST LOUIS,MO63103     		  PC ARTS 326,990
    BOYS HOPE GIRLS HOPE
    12120 BRIDGETON SQUARE DR
    BRIDGETON,MO63044     		  PC EDUCATION 75,000
    CHANGING OUR PARENTING EXPERIENCE
    PO BOX 510409
    ST LOUIS,MO63151     		  PC COMMUNITY SERVICE 7,500
    COMMUNITY LIVING INC
    1040 ST PETERS HOWELL RD
    ST PETERS,MO63376     		  PC COMMUNITY SERVICE 1,000
    CONNECT2CULTURE
    PO BOX 1117
    JOPLIN,MO64802     		  PC COMMUNITY SERVICE 10,000
    CURATORS OF THE UNIVERSITY OF MISSOURI
    407 REYNOLDS ALUMNI CTR
    COLUMBIA,MO65211     		  PC EDUCATION 230,000
    FEED MY STARVING CHILDREN
    401 93RD AVE NW
    COON RAPIDS,MN55433     		  PC COMMUNITY SERVICE 1,500
    GIRLS INCORPORATED OF ST LOUIS
    3801 NELSON DR
    ST LOUIS,MO63121     		  PC COMMUNITY SERVICE 10,000
    GRAND CENTER INC
    3526 WASHINGTON AVE
    ST LOUIS,MO63103     		  PC COMMUNITY SERVICE 35,000
    JDRF INTERNATIONAL
    200 VESEY STREET 28TH FLOOR
    NEW YORK,NY10281     		  PC HEALTH/HUMAN SERVICES 45,000
    LITTLE BIT FOUNDATION
    516 HANLEY INDUSTRIAL CT
    ST LOUIS,MO63144     		  PC COMMUNITY SERVICE 12,500
    LIVING BRIDGES MINISTRY
    111 E ADAIR ST
    VALDOSTA,GA31601     		  PC COMMUNITY SERVICE 100
    LOGOS INC
    9137 OLD BONHOMME RD
    ST LOUIS,MO63132     		  PC EDUCATION 10,000
    NATIONAL URBAN LEAGUE INC
    80 PINE ST 9TH FLOOR
    NEW YORK,NY10005     		  PC COMMUNITY SERVICE 3,000
    RADIO ARTS FOUNDATION
    7711 CARONDELET AVE STE 302
    CLAYTON,MO63105     		  PC ARTS 1,500
    RISE COMMUNITY DEVELOPMENT
    1627 WASHINGTON AVE
    ST LOUIS,MO63103     		  PC COMMUNITY SERVICE 1,000
    SALVATION ARMY
    824 UNION RD
    ST LOUIS,MO63123     		  PC COMMUNITY SERVICE 107,500
    SSM HEALTH FOUNDATION - ST LOUIS
    12312 OLIVE BLVD
    ST LOUIS,MO63141     		  PC HEALTH/HUMAN SERVICES 50,000
    ST LOUIS ART MUSEUM
    1 FINE ARTS DR
    ST LOUIS,MO63110     		  PC COMMUNITY SERVICE 25,000
    ST LOUIS COUNTY LIBRARY FOUNDATION
    1640 S LINDBERGH BLVD
    ST LOUIS,MO63131     		  PC COMMUNITY SERVICE 3,000
    ST LOUIS COMMUNITY FOUNDATION INC
    2 OAK KNOLL PARK
    ST LOUIS,MO63105     		  PC COMMUNITY SERVICE 260,000
    ST LOUIS LEARNING DISABILITIES ASSOCIATION
    13537 BARRETT PARKWAY DR
    BALLWIN,MO63021     		  PC COMMUNITY SERVICE 7,500
    SUBURBAN JOURNALS OLD NEWSBOYS FUND
    120 SOUTH CENTRAL
    CLAYTON,MO63105     		  PC HEALTH/HUMAN SERVICES 20,000
    THE LAUNCHCODE FOUNDATION
    4811 DELMAR BLVD
    ST LOUIS,MO63108     		  PC EDUCATION 10,000
    THE SPARROWS NEST
    6209 MID RIVERS MALL DR 119
    SAINT PETERS,MO63304     		  PC COMMUNITY SERVICE 1,500
    THOMPSON FOUNDATION FOR AUTISM
    205 PORTLAND ST
    COLUMBIA,MO65201     		  PC HEALTH/HUMAN SERVICES 10,000
    VARIETY THE CHILDRENS CHARITY
    11840 WESTLINE INDUSTRIAL DR
    STE 220
    ST LOUIS,MO63146     		  PC HEALTH/HUMAN SERVICES 165,000
    100 BLACK MEN
    4631 DELMAR BLVD
    SAINT LOUIS,MO63108     		  PC COMMUNITY SERVICE 1,000
    A MILLION STARS INC
    110 NORTH JEFFERSON
    ST LOUIS,MO63103     		  PC EDUCATION 10,000
    AMERICAN HEART ASSOCIATION INC
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		  PC HEALTH/HUMAN SERVICES 80,000
    ANNIE MALONE CHILDREN AND FAMILY SERVICES CENTER
    2612 ANNIE MALONE DR
    SAINT LOUIS,MO63113     		  PC HEALTH/HUMAN SERVICES 2,000
    AREA RESOURCES FOR COMMUNITY AND HUMAN SERVICES
    539 N GRAND BLVD
    6TH FLOOR
    ST LOUIS,MO63103     		  PC HEALTH/HUMAN SERVICES 7,500
    ARNOLD FOOD PANTRY
    2024 KEY WEST DRIVE
    ARNOLD,MO63010     		  PC HEALTH/HUMAN SERVICES 100
    ARTPRIZE GRAND RAPIDS
    PO BOX 3340
    GRAND RAPIDS,MI49501     		  PC ARTS 10,000
    ASTHMA AND ALLERGY FOUNDATION OF AMERICA ST LOUIS
    1500 S BIG BEND
    SUITE 1S
    SAINT LOUIS,MO63117     		  PC HEALTH/HUMAN SERVICES 500
    AUTISM SPEAKS INC
    1060 STATE ROAD STE 2
    PRINCETON,NJ08540     		  PC HEALTH/HUMAN SERVICES 5,000
    BAPTIST HEALTH FOUNDATION PADUCAH INC
    2501 KENTUCKY AVENUE
    PADUCAH,KY42003     		  SO I HEALTH/HUMAN SERVICES 10,000
    BAPTIST HEALTH CARE FOUNDATION INC
    PO BOX 17500
    PENSACOLA,FL32522     		  PC HEALTH/HUMAN SERVICES 5,000
    BAXSTRONG FOUNDATION INC
    12211 COUNTY ROAD 95
    ELBERTA,AL36530     		  PC HEALTH/HUMAN SERVICES 500
    BOOKS FOR NEWBORNS INC
    9051 WATSON ROAD
    ST LOUIS,MO63126     		  PC HEALTH/HUMAN SERVICES 250
    BOY SCOUTS OF AMERICA 312
    4568 WEST PINE BLVD
    ST LOUIS,MO63108     		  PC EDUCATION 100,000
    BUDDY CHECK 22 VETERAN SUICIDE AWARENESS
    151 S OAK ACRE DR
    MARTINTON,IL60951     		  PC HEALTH/HUMAN SERVICES 10,000
    CANCER SUPPORT COMMUNITY OF GREATER ST LOUIS
    1058 OLD DES PERES RD
    ST LOUIS,MO63131     		  PC HEALTH/HUMAN SERVICES 10,000
    CANCER SUPPORT COMMUNITY VALLEY
    530 HAMPSHIRE ROAD
    WESTLAKE VILLAGE,CA91361     		  PC HEALTH/HUMAN SERVICES 10,000
    CARDINAL GLENNON CHILDREN'S FOUNDATION
    3800 PARK AVENUE
    ST LOUIS,MO63110     		  PC HEALTH/HUMAN SERVICES 25,000
    CASA OF ST LOUIS
    105 SOUTH CENTRAL AVENUE
    SAINT LOUIS,MO63105     		  PC ARTS 27,500
    CENTRAL INSTITUTE FOR THE DEAF
    825 SOUTH TAYLOR AVENUE
    SAINT LOUIS,MO63110     		  PC COMMUNITY SERVICE 10,000
    CHARACTERPLUS
    2025 CRAIGSHIRE ROAD SUITE 150
    ST LOUIS,MO63146     		  PC EDUCATION 10,000
    CHESS CLUB AND SCHOLASTIC CENTER OF ST LOUIS
    4657 MARYLAND AVE
    ST LOUIS,MO63108     		  PC EDUCATION 20,000
    CHILD CENTER-MARYGROVE
    2705 MULLANPHY LANE
    FLORISSANT,MO63031     		  PC EDUCATION 15,000
    CHRISTMAS IN ST LOUIS FOUNDATION
    10805 SUNSET OFFICE DR
    ST LOUIS,MO63127     		  PC COMMUNITY SERVICE 2,000
    CIRCUS CITY FESTIVAL INC
    154 N BROADWAY
    PERU,IN46970     		  PC ARTS 500
    CIRCUS FLORA INC
    9301 SUTTON AVE
    ST LOUIS,MO63144     		  PC ARTS 15,000
    COASTAL BRINGING UP DOWN SYNDROME OF SOUTHEASTERN
    PO BOX 3914
    WILMINGTON,NC28406     		  PC HEALTH/HUMAN SERVICES 100
    COLORADO YOUTH FOR A CHANGE
    2490 W 26TH AVE STE 110A
    DENVER,CO80211     		  PC EDUCATION 1,000
    COMMUNITY FOUNDATION FOR INDEPENDENCE
    PO BOX 1003
    INDEPENDENCE,KS67301     		  PC COMMUNITY SERVICE 25,000
    CONNECTIONS TO SUCCESS INC
    3000 LITTLE HILLS EXPRESSWAY STE 10
    ST CHARLES,MO63301     		  PC COMMUNITY SERVICE 20,000
    COTTAGE GROVE COMMUNITY FOUNDATION
    PO BOX 1326
    COTTAGE GROVE,OR97424     		  PC COMMUNITY SERVICE 100
    COVENANT HOUSE MISSOURI
    2727 N KINGSHIGHWAY BLVD
    ST LOUIS,MO63113     		  PC COMMUNITY SERVICE 10,000
    COVINGTON-CONYERS CYCLING CLUB
    2161 KLONDIKE ROAD
    CONYERS,GA30094     		  PC COMMUNITY SERVICE 100
    CRAFT ALLIANCE
    6640 DELMAR BLVD
    ST LOUIS,MO63130     		  PC COMMUNITY SERVICE 15,000
    CULTURAL FESTIVALS
    225 S MERAMEC AVE STE 105
    ST LOUIS,MO63105     		  PC ARTS 12,500
    DANCE SAINT LOUIS
    3547 OLIVE ST SUITE 301
    ST LOUIS,MO63103     		  PC ARTS 25,000
    DIVERSITY AWARENESS PARTNERSHIP
    40 N ROCK HILL ROAD
    WEBSTER GROVES,MO63119     		  PC HEALTH/HUMAN SERVICES 20,000
    DOMESTIC SECURITY PARTNERSHIP
    1200 G STREET NW
    SUITE 800
    WASHINGTON,DC20005     		  PC COMMUNITY SERVICE 750
    DOORWAYS 2 0 SERVICES
    4385 MARYLAND AVE
    ST LOUIS,MO63108     		  SO I HEALTH/HUMAN SERVICES 7,500
    DRESS FOR SUCCESS WORLDWIDE
    32 EAST 31ST STREET
    NEW YORK,NY10016     		  PC COMMUNITY SERVICE 25,000
    EMPOWERMENT NETWORK INC
    6000 WEST FLORISSANT
    ST LOUIS,MO63136     		  PC HEALTH/HUMAN SERVICES 500
    ENGLEWOOD CULTURAL ARTS
    1000 ENGLEWOOD PARKWAY
    ENGLEWOOD,CO80110     		  PC ARTS 250
    ENID SPORTS ASSOCIATION
    7301 Broadway Ext Ste 225
    OKLAHOMA CITY,OK73116     		  PC COMMUNITY SERVICE 25,000
    EPWORTH CHILDREN & FAMILY SERVICES INC
    110 NORTH ELM AVE
    ST LOUIS,MO63119     		  PC HEALTH/HUMAN SERVICES 10,000
    EVERED HOUSE
    135 Ridings Cv
    WILLIAMSBURG,VA23185     		  PC HEALTH/HUMAN SERVICES 250
    EXCHANGE CLUB-CARL PERKINS CENTER FOR THE PREVENTI
    213 Cheyenne Dr
    JACKSON,TN38305     		  PC HEALTH/HUMAN SERVICES 1,000
    FAMILY SERVICE OF CHESTER COUNTY
    310 NORTH MATLACK STREET
    WEST CHESTER,PA19380     		  PC HEALTH/HUMAN SERVICES 10,000
    FAMILY TREE INC
    3805 MARSHALL STREET
    WHEAT RIDGE,CO80033     		  PC HEALTH/HUMAN SERVICES 2,500
    FBI NATIONAL ACADEMY ASSOCIATES EASTERN DISTRICT O
    1300 Summit St
    KANSAS CITY,MO64105     		  PC COMMUNITY SERVICE 2,000
    FOCUS ST LOUIS
    815 OLIVE STREET
    STE 110
    ST LOUIS,MO63101     		  PC COMMUNITY SERVICE 105,000
    FOSTER CARE COALITION OF GREATER ST LOUIS
    1750 S BRENTWOOD BLVD
    STE 210
    ST LOUIS,MO63144     		  PC HEALTH/HUMAN SERVICES 15,000
    FRIENDS FOR THERAPEUTIC EQUINE ACTIVITIES
    PO BOX 566
    WAYNE,IL60184     		  PC HEALTH/HUMAN SERVICES 500
    FRIENDS OF KIDS WITH CANCER
    16 SUNNEN DRIVE STE 161
    SAINT LOUIS,MO63143     		  PC HEALTH/HUMAN SERVICES 2,000
    GATEWAY ARCH PARK FOUNDATION
    1 MEMORIAL DRIVE STE 700
    ST LOUIS,MO63102     		  PC COMMUNITY SERVICE 40,000
    GATEWAY HOMELESS SERVICES INC
    1000 NORTH 19TH STREET
    ST LOUIS,MO63106     		  PC HEALTH/HUMAN SERVICES 5,000
    GATEWAY TO HOPE
    3114 Sutton Blvd
    MAPLEWOOD,MO63143     		  PC HEALTH/HUMAN SERVICES 1,000
    GIFT OF ADOPTION FUND INC
    1200 SHERMER RD
    NORTHBROOK,IL60062     		  PC HEALTH/HUMAN SERVICES 1,500
    GIRL SCOUTS OF SOUTHERN ILLINOIS COUNCIL
    4 GINGER CREEK PARKWAY
    GLEN CARBON,IL62034     		  PC ARTS 10,000
    GREAT RIVERS GREENWAY FOUNDATION
    6174a Delmar Blvd
    SAINT LOUIS,MO63112     		  PC COMMUNITY SERVICE 6,321
    HARLEM GROWN INC
    127 WEST 127TH STREET
    NEW YORK,NY10027     		  PC HEALTH/HUMAN SERVICES 1,000
    HAVENHOUSE ST LOUIS
    1973 CRAIGSHIRE ROAD
    ST LOUIS,MO63146     		  PC HEALTH/HUMAN SERVICES 20,000
    HOPE HAPPENS INC
    200 SOUTH HANLEY RD STE 1100
    ST LOUIS,MO63105     		  PC HEALTH/HUMAN SERVICES 15,000
    HS TRI CLUB CORPORTION
    457 FOX TRAIL DRIVE
    LAKE ST LOUIS,MO63367     		  PC HEALTH/HUMAN SERVICES 250
    HUMANE SOCIETY OF MISSOURI
    1201 MACKLIND AVE
    ST LOUIS,MO63110     		  PC COMMUNITY SERVICE 15,000
    INDEPENDENCE CENTER
    4245 FOREST PARK AVE
    ST LOUIS,MO63108     		  PC COMMUNITY SERVICE 25,000
    INITIATIVE FOR A COMPETITIVE INNER CITY
    PO Box 191297
    ROXBURY,MA02119     		  PC COMMUNITY SERVICE 50,000
    J HIGDON POTTER EDUCATIONAL FOUNDATION INC
    3201 W 16TH STREET
    SEDALIA,MO65301     		  PC EDUCATION 1,000
    JASON MOTTE FOUNDATION
    PO Box 241520
    MEMPHIS,TN38124     		  PC HEALTH/HUMAN SERVICES 5,000
    JEWISH COMMUNITY CENTER
    866 Liberty Ct
    HAZLE TOWNSHIP,PA18202     		  PC HEALTH/HUMAN SERVICES 2,500
    JUNIOR ACHIEVEMENT OF GREATER ST LOUIS
    17339 NORTH OUTER FORTY ROAD
    CHESTERFIELD,MO63005     		  PC EDUCATION 120,000
    JUNIOR ACHIEVEMENT USA
    ONE EDUCATION WAY
    COLORADO SPRINGS,CO80906     		  PC COMMUNITY SERVICE 1,000
    KEARNEY FAMILY YMCA FOUNDATION
    4500 6TH AVE
    KEARNEY,NE68845     		  PC HEALTH/HUMAN SERVICES 10,000
    LAUMEIER SCULPTURE PARK
    12580 ROTT ROAD
    ST LOUIS,MO63127     		  PC ARTS 5,000
    LIBERTY MEMORIAL ASSOCIATION
    2 MEMORIAL DRIVE
    KANSAS CITY,MO64108     		  PC COMMUNITY SERVICE 25,000
    LIFEPATH SYSTEMS FOUNDATION
    1515 HERITAGE DRIVE
    MCKINNEY,TX75069     		  PC HEALTH/HUMAN SERVICES 250
    LIFT FOR LIFE FOUNDATION INC
    1731 SOUTH BROADWAY
    ST LOUIS,MO63104     		  SO I EDUCATION 3,000
    LOVETHELOU
    4167 Enright Ave
    ST LOUIS,MO63108     		  POF COMMUNITY SERVICE 1,000
    LYDIAS HOUSE INC
    PO BOX 2722
    ST LOUIS,MO63116     		  PC COMMUNITY SERVICE 15,000
    M D ANDERSON SERVICES CORPORATION
    7007 BERTNER AVE
    SUITE 10
    HOUSTON,TX77030     		  SO I HEALTH/HUMAN SERVICE 10,000
    MAHASKA HOSPITAL FOUNDATION
    1229 C AVENUE EAST
    OSKALOOSA,IA52577     		  PC HEALTH/HUMAN SERVICES 500
    Make-A-Wish Foundation Of Ohio Kentucky And Indian
    2545 FARMERS DRIVE STE 300
    COLUMBUS,OH43235     		  PC HEALTH/HUMAN SERVICES 2,500
    MARIAN MIDDLE SCHOOL
    4130 WYOMING STREET
    ST LOUIS,MO63116     		  PC EDUCATION 5,000
    MARYLAND HEIGHTS FIREFIGHTERS COMMUNITY OUTREACH
    2600 SCHUETZ RD
    MARYLAND HEIGHTS,MO63043     		  PC COMMUNITY SERVICE 2,000
    MENTAL HEALTH ASSOCIATION OF ST LOUIS
    1905 S GRAND BLVD
    ST LOUIS,MO63104     		  PC HEALTH/HUMAN SERVICES 20,000
    METRO THEATER COMPANY
    3311 WASHINGTON AVE
    ST LOUIS,MO63103     		  PC ARTS 10,000
    MISSOURI BAPTIST HEALTHCARE FOUNDATION
    3015 N BALLAS ROAD
    ST LOUIS,MO63131     		  PC HEALTH/HUMAN SERVICES 5,000
    MISSOURI COLLEGES FUND INC
    3401 W TRUMAN BLVD
    JEFFERSON CITY,MO65109     		  PC EDUCATION 20,000
    MISSOURI CONSERVATION HERITAGE FOUNDATION
    BOX 366
    JEFFERSON CITY,MO65102     		  PC COMMUNITY SERVICE 20,000
    MISSOURI STATE FAIR FOUNDATION
    2503 W 16TH STREET
    SEDALIA,MO65301     		  PC EDUCATION 3,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THRID AVE
    NEW YORK,NY10017     		  PC HEALTH/HUMAN SERVICES 500
    NURSES FOR NEWBORNS
    3 SUNNEN DRIVE
    ST LOUIS,MO63143     		  PC HEALTH/HUMAN SERVICES 10,000
    OPERA THEATRE OF SAINT LOUIS
    210 HAZEL AVE
    ST LOUIS,MO63119     		  PC ARTS 50,000
    PADUCAH JUNIOR COLLEGE CORP
    PO BOX 7380
    PADUCAH,KY42002     		  PC EDUCATION 500
    PARENTS AS TEACHERS NATIONAL CENTER INC
    2228 BALL DRIVE
    ST LOUIS,MO63146     		  PC HEALTH/HUMAN SERVICES 20,000
    PARKINSONS FOUNDATION INC
    1359 Broadway Suite 1509
    NEW YORK,NY10018     		  PC HEALTH/HUMAN SERVICES 38,000
    PINK RIBBON GIRLS INC
    32 EAST MAIN STREET
    TIPP CITY,OH45371     		  PC HEALTH/HUMAN SERVICES 2,500
    PROMISE COMMUNITY HOMES
    1240 DAUTEL LANE
    ST LOUIS,MO63146     		  PC HEALTH/HUMAN SERVICES 7,500
    PROVIDENT INC
    2650 OLIVE STREET
    ST LOUIS,MO63103     		  PC HEALTH/HUMAN SERVICES 40,000
    REELIN FOR RESEARCH INC
    1852 BANKING STREET 9333
    GREENSBORO,NC27408     		  PC HEALTH/HUMAN SERVICES 2,500
    REGIONAL BUSINESS COUNCIL
    7701 FORSYTH BLVD STE 205
    ST LOUIS,MO63105     		  PC COMMUNITY SERVICE 5,000
    RETA INC
    116 W Jackson Blvd
    ELKHART,IN46516     		  PC COMMUNITY SERVICE 3,500
    RISE FOUNDATION
    1355 Lynnfield Road Building B Ste
    MEMPHIS,TN38119     		  PC COMMUNITY SERVICE 500
    RONALD MCDONALD HOUSE CHARITIES
    One Kroc Drive
    OAK BROOK,IL60523     		  PC HEALTH/HUMAN SERVICES 15,000
    ROSWELL PARK ALLIANCE FOUNDATION
    ELM AND CARLTON STREETS
    BUFFALO,NY14263     		  PC COMMUNITY SERVICE 1,000
    SEARCH TO INVOLVE PILIPINO AMERICANS
    PO BOX 18922
    LONG BEACH,CA90807     		  PC COMMUNITY SERVICE 750
    SEMINOLE BOOSTERS INC
    PO BOX 1353
    TALLAHASSEE,FL32302     		  PC EDUCATION 13,468
    SEMPER FI SOCIETY OF ST LOUIS
    PO Box 440154
    ST LOUIS,MO63144     		  PC COMMUNITY SERVICE 5,000
    SERVICES BY DESIGN INC
    1852 CRAIG PARK COURT
    ST LOUIS,MO63146     		  PC HEALTH/HUMAN SERVICES 5,000
    SHELDON ARTS FOUNDATION
    3648 WASHINGTON BLVD
    ST LOUIS,MO63108     		  PC ARTS 80,000
    SIFMA FOUNDATION FOR INVESTOR EDUCATION FIE INC
    120 BROADWAY
    35TH FLOOR
    NEW YORK,NY10271     		  PC EDUCATION 30,000
    SOUTHEAST NEBRASKA YMCA FOUNDATION INC
    PO BOX 421
    BEATRICE,NE68310     		  SO III FI COMMUNITY SERVICE 10,000
    SOUTHSIDE EARLY CHILDHOOD CENTER
    2101 S JEFFERSON AVE
    ST LOUIS,MO63104     		  PC EDUCATION 40,000
    SPIRIT OF ST LOUIS AIR SHOW
    18130 EDISON AVE
    CHESTERFIELD,MO63005     		  PC EDUCATION 7,500
    SSM HOSPICE AND HOME HEALTH FOUNDATION
    10101 WOODFIELD LANE
    ST LOUIS,MO63132     		  PC HEALTH/HUMAN SERVICES 3,500
    ST ANDREWS CHARITABLE FOUNDATION
    1001 CRAIG RD STE 200
    ST LOUIS,MO63146     		  PC COMMUNITY SERVICE 7,500
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 Danny Thomas Place
    MEMPHIS,TN38105     		  PC HEALTH/HUMAN SERVICES 200
    ST JUDE RUNNERS ASSOCIATION
    4722 N SHERIDAN ROAD
    PEORIA,IL61614     		  PC HEALTH/HUMAN SERVICES 500
    ST LOUIS AQUARIUM AT UNION STATION FOUNDATION
    201 S 18th Street
    ST LOUIS,MO63103     		  PC COMMUNITY SERVICE 5,000
    ST LOUIS ARC
    1177 N WARSON
    ST LOUIS,MO63132     		  PC COMMUNITY SERVICE 10,000
    ST LOUIS BLACK REPERTORY COMPANY
    6662 OLIVE BLVD
    ST LOUIS,MO63130     		  PC ARTS 5,000
    ST LOUIS CHILDRENS HOSPITAL FOUNDATION
    1001 HIGHLANDS PLAZA DR WEST NO 1
    ST LOUIS,MO63110     		  PC HEALTH/HUMAN SERVICES 20,000
    ST LOUIS COMMUNITY COLLEGE FOUNDATION
    3221 McKELVEY
    BRIDGETON,MO63044     		  PC EDUCATION 20,000
    ST LOUIS CRISIS NURSERY
    11710 ADMINISTRATION DRIVE STE 18
    ST LOUIS,MO63146     		  PC HEALTH/HUMAN SERVICES 25,000
    ST LOUIS DANCE THEATRE
    3310 SAMUEL SHEPARD DRIVE
    ST LOUIS,MO63103     		  PC ARTS 10,000
    ST LOUIS OVARIAN CANCER AWARENESS
    12015 MANCHESTER ROAD STE 130
    ST LOUIS,MO63131     		  PC HEALTH/HUMAN SERVICES 3,000
    ST LOUIS SPORTS FOUNDATION
    308 NORTH 21ST STE 500
    ST LOUIS,MO63103     		  PC COMMUNITY SERVICE 100,000
    ST LOUIS CHILDRENS CHOIRS
    2842 N BALLAS ROAD
    ST LOUIS,MO63131     		  PC ARTS 19,000
    ST LOUIS SHAKESPEARE FESTIVAL
    5715 ELIZABETH AVE
    ST LOUIS,MO63110     		  PC ARTS 105,000
    TEMPLE CHRISTIAN OUTREACH
    106 W Avenue D
    TEMPLE,TX76504     		  PC COMMUNITY SERVICE 250
    TENNESSEE WILLIAMS FESTIVAL ST LOUIS
    6334 ALAMO AVE
    ST LOUIS,MO63105     		  PC ARTS 10,000
    THE ANGEL BAND PROJECT
    6267 DELMAR STE 3W
    ST LOUIS,MO63130     		  PC HEALTH/HUMAN SERVICES 15,000
    THE ARC OF EAST CENTRAL IOWA
    680 2ND STREET SE
    CEDAR RAPIDS,IA52401     		  PC HEALTH/HUMAN SERVICES 500
    THE BOBCAT INTERNATIONAL WOMENS CAREER MENTORING
    10829 CHASE PARK LANE APT D
    CREVE COEUR,MO63141     		  PC HEALTH/HUMAN SERVICES 2,500
    THE CHILDRENS HOME SOCIETY OF MISSOURI
    3309 S KINGSHIGHWAY BLVD
    ST LOUIS,MO63139     		  PC HEALTH/HUMAN SERVICES 15,000
    THE IRONMAN FOUNDATION INC
    3407 W DR MLK JR BLVD STE 100
    TAMPA,FL33607     		  PC HEALTH/HUMAN SERVICES 100
    THE LEARNING CENTER
    3575 Macon Rd Ste 13
    COLUMBUS,GA31907     		  PC COMMUNITY SERVICE 5,000
    THE LEUKEMIA & LYMPHOMA SOCIETY INC
    3 INTERNATIONAL DRIVE
    RYE BROOK,NY10573     		  PC HEALTH/HUMAN SERVICES 21,100
    THE PUJOLS FAMILY FOUNDATION INC
    111 WESTPORT PLAZA
    SUITE 255
    ST LOUIS,MO63146     		  PC COMMUNITY SERVICE 15,000
    TOMMYS PLACE FOUNDATION INC
    90 SHORE AVE
    QUINCY,MA02169     		  PC HEALTH/HUMAN SERVICES 5,000
    TRIDENT UNITED WAY
    PO BOX 63305
    NORTH CHARLESTON,SC29419     		  PC HEALTH/HUMAN SERVICES 15,000
    UNION SETTLEMENT ASSOCIATION INC
    237 EAST 104TH STREET
    NEW YORK,NY10029     		  PC HEALTH/HUMAN SERVICES 600
    UNIVERSITY OF MISSOURI AT ST LOUIS ALUMNI ASSOC
    ONE UNIVERSITY BLVD
    ST LOUIS,MO63121     		  PC EDUCATION 15,000
    VOLLIS SIMPSON WHIRLIGIG
    209 BROAD STREET W
    WILSON,NC27893     		  PC ARTS 10,000
    WARRIOR BONFIRE PROJECT
    PO BOX 1398
    VICKSBURG,MS39181     		  PC HEALTH/HUMAN SERVICES 2,500
    WASHINGTON UNIVERSITY
    700 ROSEDALE AVE BOX 1034
    ST LOUIS,MO63112     		  PC EDUCATION 220,000
    WEBSTER UNIVERSITY
    470 EAST LOCKWOOD AVE
    ST LOUIS,MO63119     		  PC EDUCATION 250,000
    WOMENS FOUNDATION OF GREATER SAINT LOUIS
    8816 MANCHESTER ROAD 286
    ST LOUIS,MO63144     		  PC COMMUNITY SERVICE 5,000
    WORLD PEDIATRIC PROJECT
    7201 GLEN FOREST DRIVE 304
    RICHMOND,VA23226     		  PC HEALTH/HUMAN SERVICES 25,000
    YOLO FOOD BANK
    233 HARTER AVE
    WOODLAND,CA95776     		  PC HEALTH/HUMAN SERVICES 10,000
    3 RIVERS COMMUNITY FOUNDATION
    1333 COLUMBIA PARK TRAIL
    STE 310
    RICHLAND,WA99352     		  PC COMMUNITY SERVICE 1,000
    ALLINA ASSOCIATED FOUNDATION
    2925 Chicago Ave S MR 10721
    MINNEAPOLIS,MN55407     		  PC HEALTH/HUMAN SERVICES 1,000
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
    225 North Michigan Avenue
    SUITE 1700
    CHICAGO,IL60601     		  PC HEALTH/HUMAN SERVICES 24,000
    AMERICAN CHESTNUT LAND TRUST INC
    PO BOX 2363
    PRINCE FREDERICK,MD20678     		  PC COMMUNITY SERVICE 1,000
    CATALYST INC
    120 WALL STREET FL 15
    NEW YORK,NY10005     		  PC COMMUNITY SERVICE 250,000
    CROHNS & COLITIS FOUNDATION OF AMERICA
    733 THRID AVE
    NEW YORK,NY10017     		  PC HEALTH/HUMAN SERVICES 10,000
    FAIR ST LOUIS FOUNDATION
    301 PROSPECT AVE
    ST LOUIS,MO63110     		  PC COMMUNITY SERVICE 150,000
    L'ARCHE ST LOUIS INC
    9445 Litzsinger Rd
    BRENTWOOD,MO63144     		  PC HEALTH/HUMAN SERVICES 5,000
    TODAY AND TOMORROW EDUCATIONAL FOUNDATION
    20 ARCHBISHOP MAY DRIVE
    ST LOUIS,MO63119     		  PC EDUCATION 5,000
    OPERATION FOOD SEARCH
    1644 LOTSIE BLVD
    ST LOUIS,MO63132     		  PC COMMUNITY SERVICE 15,000
    THE SAINT LOUIS ZOO FOUNDATION
    ONE GOVERNMENT DRIVE
    ST LOUIS,MO63110     		  PC COMMUNITY SERVICE 11,000
    JOBS DAUGHTERS INTERNATIONAL
    5214 GRACE AVENUE
    SAINT LOUIS,MO63116     		  PC COMMUNITY SERVICE 750
    MISSOURI HISTORICAL SOCIETY
    PO BOX 775460
    ST LOUIS,MO63177     		  PC COMMUNITY SERVICE 50,000
    LITTLE WARRIOR FOUNDATION
    PO Box 2124
    BROOKFIELD,WI530082124     		  PC HEALTH/HUMAN SERVICES 1,000
    THE SUSAN G KOMEN BREAST CANCER FDN INC
    13770 NOEL ROAD SUITE 801889
    DALLAS,TX75380     		  PC HEALTH/HUMAN SERVICES 25,000
    US CHAMBER OF COMMERCE FOUNDATION
    1615 H ST NW
    WASHINGTON,DC20062     		  PC COMMUNITY SERVICE 350,000
    WESTMINSTER COLLEGE
    501 WESTMINSTER AVENUE
    FULTON,MO65251     		  PC EDUCATION 50,000
    CHABAD OF GRAMERCY PARK
    121 W 19th St
    NEW YORK CITY,NY10011     		  PC HEALTH/HUMAN SERVICES 8,200
    CULLMAN ROTARY CLUB
    PO Box 995
    CULLMAN,AL35056     		  NC PROVIDE FOOD, BEDS, SAFETY, WATER, RELIEF, AND SCHOLARSHIP FOR THOSE IN NEED. 1,000
    GATEWAY TO LEADERSHIP FOUNDATION
    PO BOX 3239
    NEW YORK,NY10163     		  PC EDUCATION 10,000
    ROYAL VAGABONDS FOUNDATION INC
    4315 Westminster Pl
    ST LOUIS,MO63108     		  PC COMMUNITY SERVICE 10,000
    ST LOUIS AMERICAN FOUNDATION
    2315 Pine St
    ST LOUIS,MO63103     		  PC COMMUNITY SERVICE 15,450
    Total .................................bullet 3a 12,674,247
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    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 4,240,049  
    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) ..   7,440,612  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,440,612
    (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.)
    N/A Not Applicable
    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)
    Yes
     
    (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
    1a(1) 1,000 WORLD TRADE CENTERS $1,000 DONATED ON 8/2/2021.
    1a(1) 7,500 NATL ASSOC OF MINORI $7,500 DONATED ON 9/3/2021
    1a(1) 15,000 NATL ASSOC OF WOMEN $15,000 DONATED ON 10/4/2021
    1a(1) 5,306 NORTH COUNTY INC $5,306 DONATED ON 10/1/2021
    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
    EDWARD JONES PAC 527 COMMON DIRECTORS
    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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    EDWARD JONES FOUNDATION
     
    Employer identification number

    43-1595600
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    EDWARD JONES FOUNDATION
          		Employer identification number
    43-1595600
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    EDWARD D JONES CO LP
    PO BOX 66541
     
    St Louis, MO631666541

    		$ 37,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    EDWARD JONES FOUNDATION
          		Employer identification number

    43-1595600
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 111,857 Shares of American Funds Small Cap World Fund $ 9,500,000 2021-05-07
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 51,540 Shares of American Funds Growth Fund of America $ 4,000,000 2021-08-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 130,446 Shares of American Funds Growth Fund of America & 130,787 Shares of American Funds Fundament $ 20,000,000 2021-09-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 58,182 Shares of American Funds New Perspective $ 4,000,000 2021-12-07
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    EDWARD JONES FOUNDATION
          		Employer identification number

    43-1595600
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

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    TY 2021 DepreciationSchedule
    Name:
    EDWARD JONES FOUNDATION
    EIN:
    43-1595600
    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

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    TY 2021 ExpenditureResponsibilityStmt
    Name:
    EDWARD JONES FOUNDATION
    EIN:
    43-1595600
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    CULLMAN ROTARY CLUB
          		PO BOX 995
    CULLMAN,AL35056     		2021-09-10 1,000 Provide food, beds, safety, water, relief, and scholarship for those in need. 1,000 NO 11/11/2022   N/A
    LOVETHELOU
          		4167 ENRIGHT AVE
    ST LOUIS,MO63108     		2021-12-06 1,000 COMMUNITY SERVICE 1,000 NO 10/07/2022   N/A

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EDWARD JONES FOUNDATION
    EIN:
    43-1595600
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN CAPITAL INCOME BUILD 1,580,663 1,794,849
    HARTFORD DIVIDEND & GROWTH FUN 2,425,000 2,486,355
    AMERICAN INCOME FUND OF AMER 1,594,034 1,813,272
    INVESCO VAN KAMPEN GROWTH & IN 1,858,367 1,850,862
    MFS GROWTH FUND CL A 2,425,000 2,425,000
    SMALLCAP WORLD FUND CL A 1,758,864 2,141,689
    AMERICAN WASHINGTON MUTUAL 2,425,000 2,593,498
    AMERICAN FUNDAMENTAL INVESTORS 2,342,219 2,433,106
    HARTFORD GROWTH OPPORTUNITIES 2,425,000 1,840,859
    AMERICAN NEW PERSPECTIVE FUND 2,741,747 2,649,213
    HARTFORD MID-CAP FUND CLASS A 1,186,737 1,245,247
    FRANKLIN SMALL-MID CAP GROWTH 1,062,084 1,149,921
    NEW WORLD FUND(NEWFX) 1,750,608 2,018,856
    MFS CORPORATE BOND FUND 1,708,076 1,685,076
    JOHN HANCOCK BOND FUND 2,100,716 2,096,528
    JOHN HANCOCK INTERNATIONAL 1,659,565 1,693,347
    MFS VALUE FUND 2,164,415 2,590,525
    MFS MID CAP FUND 1,048,340 1,228,142
    LORD ABBETT FLOATING RATE 1,755,563 1,777,011
    AMERICAN GROWTH FUND OF AMERIC 2,467,049 2,391,102
    AMERICAN INTERMEDIATE BOND FUN 1,507,751 1,494,694

    TY 2021 OtherAssetsSchedule
    Name:
    EDWARD JONES FOUNDATION
    EIN:
    43-1595600
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 31,470 24,486 24,486


    TY 2021 TransfersToControlledEntities
    Name:
    EDWARD JONES FOUNDATION
    EIN:
    43-1595600
    Name US /
    Foreign Address    		 EIN Description Amount
    TOUR DE TED LLC 12555 MANCHESTER ROAD
    ST LOUIS,MO63131     		83-0677003 LLC IS NOT AN EXCESS BUSINESS HOLDING. 0
    Total