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
JULIAN I & HOPE R EDISON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1401 S BRENTWOOD BLVD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63144
A Employer identification number

43-6027034
B Telephone number (see instructions)

(314) 514-8881
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$25,772,374J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 126,428 126,428  
4 Dividends and interest from securities... 199,430 199,430  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 675,571
b Gross sales price for all assets on line 6a 2,915,458
7 Capital gain net income (from Part IV, line 2)... 675,571
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........ 1,001,429 1,001,429  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 25,189 5,038   20,151
b Accounting fees (attach schedule)....... Click to see attachment 1,725 345   1,380
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,770 2,770   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,278 6,856   27,422
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,962 15,009   48,953
25 Contributions, gifts, grants paid....... 390,200 390,200
26 Total expenses and disbursements. Add lines 24 and 25 469,162 15,009   439,153
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 532,267
b Net investment income (if negative, enter -0-) 986,420
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............. 342,134    
2 Savings and temporary cash investments......... 5,216,695 5,471,885 5,471,885
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 1,000    
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) 1,913,570 Click to see attachment2,583,408 2,631,980
b Investments—corporate stock (attach schedule)....... 8,058,178 Click to see attachment8,628,196 15,342,611
c Investments—corporate bonds (attach schedule)....... 2,810,648 Click to see attachment2,254,714 2,325,898
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,342,225 18,938,203 25,772,374
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment63,711
23 Total liabilities (add lines 17 through 22)......... 0 63,711
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 18,342,225 18,874,492
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 18,342,225 18,874,492
30 Total liabilities and net assets/fund balances (see instructions). 18,342,225 18,938,203
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,342,225
2
Enter amount from Part I, line 27a .....................
2
532,267
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,874,492
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,874,492
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 CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,843,633   2,239,887 603,746
b 71,825     71,825
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       603,746
b       71,825
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 2 675,571
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 0
3 Add lines 1 and 2........................... 3 13,711
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,711
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 15,570
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,570
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,859
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,859 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    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 ofbulletHOPE R EDISON Telephone no.bullet (314) 241-5950

    Located atbullet1401 S BRENTWOOD BLVD SUITE 200ST LOUISMO ZIP+4bullet63144
    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)
     
    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
     
     
    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
    HOPE R EDISON PRESIDENT, TREASURER, AND SECRETARY
    1.00     		0 0 0
    1401 S BRENTWOOD BLVD
    ST LOUIS,MO63144
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    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
    19,141,933
    b
    Average of monthly cash balances.......................
    1b
    5,517,069
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,659,002
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    24,659,002
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    369,885
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    24,289,117
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,214,456
    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
    1,214,456
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    13,711
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,711
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,200,745
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,200,745
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,200,745
    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 1,200,745
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 53,787
    d From 2019...... 824,909
    e From 2020......  
    f Total of lines 3a through e ........ 878,696
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 439,153
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 439,153
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 761,592 761,592
    (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 5 117,104
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 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) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		117,104
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 117,104
    d Excess from 2020....  
    e Excess from 2021....  
    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).)
    HOPE R EDISON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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 JEWISH COMMITTEE
    165 EAST 56 STREET
    NEW YORK,NY10022     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,000
    BARNES JEWISH HOSPITAL
    1001 HIGHLANDS PLAZA DRIVE WEST
    ST LOUIS,MO63110     		NONE PUBLIC CHARITY SUPPORT NEEDY FAMILIES 100,000
    BEAVER COUNTY DAY SCHOOL
    791 HAMMOND STREET
    CHESTNUT HILL,MA02467     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100
    BRAIN AND BEHAVIOR RESEARCH FOUNDATION
    747 THIRD AVENUE 33RD FLOOR
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000
    BRANDEIS UNIVERSITY
    PO BOX 549110 MS 126
    WALTHAM,MA02454     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000
    CHAMBER MUSIC SOCIETY OF ST LOUIS
    222 S CENTRAL AVE SUITE 100
    ST LOUIS,MO63105     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    COMMUNITY SCHOOL ST LOUIS
    900 LAY RD
    ST LOUIS,MO63124     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    DANFORTH PLANT CENTER
    975 N WARSON RD
    OLIVETTE,MO63132     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    FOREST PARK FOREVER
    5595 GRAND DR
    ST LOUIS,MO63112     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,000
    GRAND CENTER
    3526 WASHINGTON AVE
    ST LOUIS,MO63103     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    HARVARD CENTER FOR JEWISH STUDIES
    6 DIVINITY AVENUE
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY JEWISH EDUCATION 250
    HARVEY KORNBLUM JEWISH FOOD PANTRY
    10601 BAUR BLVD
    ST LOUIS,MO63132     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    HOLOCAUST MUSEUM
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500
    JEWISH COMMUNITY RELATIONS COUNCIL
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250
    JOHN BURROUGHS SCHOOL
    755 SOUTH PRICE ROAD
    ST LOUIS,MO63124     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    NINE NETWORK OF PUBLIC MEDIA
    3655 OLIVE STREET
    ST LOUIS,MO63108     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000
    ONE HUNDRED NEEDIEST CASES
    910 NORTH 11TH STREET
    ST LOUIS,MO63101     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 500
    OPERA THEATRE ST LOUIS
    210 HAZEL AVENUE
    ST LOUIS,MO63119     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    OPERATION FOOD SEARCH
    1644 LOTSIE BLVD
    ST LOUIS,MO63132     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    PARENTS AS TEACHERS
    2228 BALL DRIVE
    ST LOUIS,MO63146     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    PLANNED PARENTHOOD
    4251 FOREST PARK AVENUE
    ST LOUIS,MO63108     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000
    RADIO ARTS FOUNDATION
    7711 CARONDELET AVE SUITE 302
    ST LOUIS,MO63105     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000
    SCHOLARSHIP FOUNDATION OF ST LOUIS
    6825 CLAYTON AVENUE SUITE 100
    ST LOUIS,MO63139     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 500
    SHAKESPEARE FESTIVAL
    3333 WASHINGTON AVE SUITE 203
    ST LOUIS,MO63103     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500
    ST LOUIS ART MUSEUM FOUNDATION
    ONE FINE ARTS DRIVE
    ST LOUIS,MO63110     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT AND PRINT FUND 25,000
    ST LOUIS COUNTY LIBRARY
    1640 S LINDBERGH BLVD
    ST LOUIS,MO63131     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100
    ST LOUIS JEWISH FILM FESTIVAL
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 200
    ST LOUIS JEWISH LIGHT
    PO BOX 78369
    ST LOUIS,MO631788369     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100
    ST LOUIS PSYCHOANALYTIC INSTITUTE
    7700 CLAYTON RD STE 200
    ST LOUIS,MO63117     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000
    ST LOUIS PUBLIC LIBRARY
    1415 OLIVE STREET
    ST LOUIS,MO63103     		NONE PUBLIC CHARITY SUPPORT LITERACY AND AFTER-SCHOOL PROGRAMS 5,000
    ST LOUIS PUBLIC RADIO
    3651 OLIVE ST
    ST LOUIS,MO63108     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    TEMPLE ISRAEL
    1 RABI ALVAN D RUBIN DR
    ST LOUIS,MO63141     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 12,000
    UJA FEDERATION OF NEW YORK
    130 E 59TH ST
    NEW YORK CITY,NY10022     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 200
    UNITED WAY OF GREATER ST LOUIS
    910 NORTH 11TH STREET
    ST LOUIS,MO63101     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000
    WASHINGTON UNIVERSITY ST LOUIS
    1 BROOKINGS DR
    ST LOUIS,MO63130     		NONE PUBLIC CHARITY SUPPORT OF UNIVERSITY LIBRARY 5,000
    Total .................................bullet 3a 390,200
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 126,428  
    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 ............     		    18 675,571  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,001,429 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,001,429
    (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:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,725 345   1,380

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BK OF AMERICA CORP GLBL NT VAR RATE DTD 10/21/20 239,840 239,365
    BLACKRODK INC FR 3.375% DTD 5/25/12 125,499 126,518
    CHEVRON CORP NEW NT 3.326% DTD 11/17/2015 252,909 266,810
    COMCAST CORP NEW SR NT 3.15% DTD 2/23/2016 125,150 133,276
    COMCAST CORP NEW SR NT 3.40% DTD 03/27/2020 113,055 109,137
    CITIGROUP INC SR NT 2.75% DTD 04/25/2017 249,781 251,355
    CONOCOPHILLIPS CO SR GLBL NT 4.95% DTD 3/8/2016 268,119 282,040
    GLAXOSMITHKLINE CAP IN GTD NT 2.8% DTD 3/18/2013 125,354 128,027
    ORACLE CORP SR NT 3.4% DTD 7/8/2014 127,173 130,681
    SHELL INTERNATIONAL FIN BV SR NT 3.25% DTD 5/11/2015 252,120 266,062
    US BANCORP MTNS BK ENT SR NT 3% DTD 3/2/2012 125,299 125,389
    APPLE INC SR GLBL NT 3.25% 250,415 267,238

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 99,131 167,481
    ABBVIE INC SHS 17,129 35,339
    ADOBE SYS INC 70,417 185,429
    AIA GROUP LTD SPONSORED ADR 19,456 20,284
    AIR LIQUIDE ADR 13,035 19,493
    AIR PRODUCTS&CHEM 9,496 21,298
    ALCON INC ORD SHARES 12,572 19,254
    ALIBABA GROUP HLDG LTD SPONSERED ADS 23,551 14,730
    ALPHABET INC SHS CL A 138,369 237,557
    ALPHABET INC SHS CL C 212,220 564,250
    AMADEUS LT GROUP, S.A. 21,284 21,975
    AMAZON COM INC COM 271,000 610,184
    AMERICA MOVIL SAB 12,810 138,545
    AMERICAN WTR WKS CO NEW COM 47,031 70,067
    AMERIPRISE FINL INC COM 11,306 25,339
    AMETEK INC NEW COM 9,872 16,027
    AMGEN INC 12,279 15,973
    AMPHENOL CORP CL A 13,052 23,964
    ALNYLAM PHARMACEUTICALS INC COM 12,125 13,227
    ANSYS INC COM 10,219 23,265
    APPLE INC 94,098 401,486
    APTIV PLC COM 8,482 16,825
    ASHLAND GLOBAL HLDGS INC COM 5,082 6,998
    ASML HOLDING N V NYREGISTRY 6,624 28,661
    ASSA ABLOY AB ADR 12,081 18,151
    ASTRAZENECA PLC SPND ADR 159,073 182,089
    AUTODESK INC COM 8,129 14,060
    AUTOMATIC DATA PROC 61,239 129,454
    AUTOZONE INC COM 17,554 39,831
    AVANTOR INC COM 13,858 24,778
    AZEK CO INC CL A 8,099 8,739
    BAE SYS PLC SPONSORED ADR 16,947 19,123
    BANCO SANTANDER SA ADR 25,933 20,421
    BERRY GLOBAL GROUP INC 9,129 12,838
    BHP GROUP LIMITED 22,489 26,554
    BIOGEN INC 15,112 13,435
    BLACKROCK INC 56,115 124,516
    BLACKSTONE GROUP INC COM C A 83,284 231,996
    BOOKING HLDGS INC COM 187,167 196,737
    BROOKFIELD ASSET MGMT INC CL A 7,217 14,431
    CADENCE DESIGN SYS INC COM 12,999 28,325
    CANADIAN NATL RY CO COM 9,863 14,252
    CATALENT INC COM 10,056 13,059
    CDW CORP COM 11,897 19,249
    CHARLES RIV LABROTORIES INTL INC COM 13,765 23,737
    CHEVRON CORP 81,864 84,492
    CHEWY INC CL A 6,502 5,484
    CHIPOTLE MEXICAN GRILL CL A 17,609 22,727
    CHUBB LTD COM 12,450 18,944
    CHURCH & DWIGHT INC COM 8,275 12,915
    CINTAS CORP COM 6,458 11,079
    CISCO SYSTEMS INC COM 166,737 240,172
    CME GROUP INC COM 70,835 82,017
    COMPASS GROUP PLC 16,362 18,270
    CONTINENTAL AG SPONSORED ADR 18,807 17,853
    COSTAR GROUP INC COM 5,473 9,484
    CROWN HLDGS INC COM 8,082 16,372
    DAIKIN INDS LTD ADR 11,068 22,679
    DBS GROUP HLDGS LTD SPONSORED ADR 12,427 17,346
    DIAGEO PLC 16,309 22,895
    DISNEY (WALT) CO COM STK 155,902 161,240
    DOMINOS PIZZA INC COM 6,478 14,673
    D R HORTON INC COM 49,636 56,611
    DYNATRACE INC COM 7,885 12,794
    ECOLAB INC 72,723 109,319
    EDWARDS LIFESCIENCES CORP COM 11,520 26,428
    ENCOMPASS HEALTH CORP COM 12,539 12,987
    ENPHASE ENERGY INC COM 14,365 18,477
    ENTEGRIS INC COM 10,369 19,678
    EPAM SYS INC COM 10,876 45,455
    EQUINOR ASA SPONSORED ADR 11,183 15,008
    EURONET WORLDWIDE INC COM 15,482 14,658
    FANUC CORPORATION ADR 19,160 22,167
    FIVE BELOW INC COM 10,780 15,517
    FLEETCOR TECHNOLOGIES INC COM 9,231 8,954
    FLOOR & DCOR HLDGS INC CL A 12,128 15,471
    FMC CORP COM NEW 8,670 12,308
    FOMENTO ECONOMICO MEX SP ADR 10,395 9,714
    GENPACT LIMITED 6,460 11,200
    GLOBAL PMTS INC COM 17,381 17,438
    GOODRX HLDGS INC COM A 15,722 12,811
    HDFC BK LTD ADR REPSTG 3 SHS 17,397 23,620
    HEXAGON AB ADR 6,221 13,661
    HOME DEPOT INC 139,467 280,962
    HONEYWELL INTL INC DEL 181,584 243,331
    HOWMET AEROSPACE INC COM 5,845 5,284
    HUBBEL INC COM 5,651 9,997
    HUMANA INC COM 8,694 13,916
    IAA INC COM 5,492 8,454
    ICON PLC 20,689 37,164
    IDEX CORP COM 9,934 16,070
    ILLINOIS TOOL WORKS INC 5,939 10,859
    INTERCONTINENTAL HOTELS GROUP PLC 15,946 17,541
    INTL BUSINESS MACHINES CORP 39,801 55,870
    INGERSOLL RAND INC COM 12,712 15,962
    JAZZ PHARMACEUTICALS PLC 7,393 5,988
    JM SMUCKER 53 29,609
    JOHNSON AND JOHNSON COM 14,737 263,961
    JPMORGAN CHASE & CO 156,618 227,074
    JULIUS BAER GROUP LTD ADR 11,494 18,720
    KEYSIGHT TECHNOLOGIES INC COM 11,165 26,433
    KIA CORPORATION 8,151 17,634
    KYNDRYL HLDGS INC COMMON STOCK 1,968 1,502
    LIBERTY BROADBAND CORP COM SER C 4,786 6,283
    LIVENT CORP COM 3,987 7,533
    LLOYDS TSB GROUP PLC -SP ADR 20,580 24,671
    LOCKHEED MARTIN CORP 11,074 14,572
    LONDON STK EXCHANGE GROUP ADR 13,094 15,933
    LVMH MOET HENNESSY LOUIS VUITTON ADR 11,288 26,786
    MARRIOT INTERNATIONAL CL A 9,160 13,550
    MARTIN MARIETTA MATERIALS CORP 109,834 132,156
    MARVELL TECHNOLOGY GROUP LTD 7,411 25,285
    MASCO CORP COM 6,415 11,867
    MCSI INC CL A 6,661 22,669
    MEDTRONIC PLC SHS 89,680 114,416
    MERCADOLIBRE INC COM 3,015 8,090
    META PLATFORM INC 16,786 40,026
    MICROCHIP TECHNOLOGY INC COM 14,301 28,556
    MICROSOFT CORP 248,627 848,199
    MONDELEX INTL INC COM 82,387 107,754
    MONSTER BEVERAGE CORP NEW COM 8,035 13,253
    NEXTERA ENERGY INC SHS 132,355 224,624
    NIDEC CORPORATION ADR 11,747 23,129
    NOVARTIS AG SPONSORED ADR 16,202 17,232
    ON SEMICONDUCTOR CORP COM 12,014 13,788
    OSHKOSH WORLDWIDE CORP COM 7,182 8,791
    OTIS WORLDWIDE CORP COM 100,620 147,671
    PACKAGING CORP AMERICA 19,638 181,352
    PALO ALTO NETWORKS INC COM 21,591 28,395
    PAYCHEX INC 10,041 23,478
    PAYPAL HOLDINGS INC SHS 10,099 44,128
    PENTAIR PLC 3,603 6,135
    PEPSICO INC 78,569 123,855
    PIONEER NATURAL RES CO 75,112 352,302
    PLANET FITNESS INC CL A 12,284 13,859
    PNC FINL SVCS GROUP COM 125,482 181,471
    PROCTER & GAMBLE CO 8,849 295,098
    PTC INC COM 15,850 20,596
    REGAL REXNORD CORPORATION 7,192 12,934
    REGENERON PHARMACTCLS 9,766 16,420
    RESMED INC COM 13,038 19,796
    RITCHIE BROS AUCTIONEERS COM 9,423 14,629
    ROPER TECHNOLOGIES, INC. 97,996 151,985
    ROSS STORES INC COM 8,963 10,857
    ROYAL DUTCH SHELL PLC ADR 16,236 14,392
    SALESFORCE COM INC COM 161,929 227,955
    SBA COMMUNICATIONS CORP NEW CL A 13,132 28,398
    SCHWAB CHARLES CORP NEW 119,250 241,031
    SEVEN AND I HLDGS CO LTD ADR 11,358 12,579
    SIEMENS A G SPONSORED ADR 12,028 19,620
    SKYWORKS SOLUTIONS INC COM 5,620 10,705
    SMARTSHEET INC COM 11,667 17,116
    SONY CORP AMERN SH NEW 10,914 21,741
    S&P GLOBAL INC COM 139,019 198,211
    SPROUTS FMRS MKT INC COM 6,563 8,370
    STANLEY BLACK & DECKER INC COM 156,554 158,252
    SYMRISE AG ADR 12,927 20,782
    SYNOPSYS INC COM 12,393 23,953
    SYSMEX CORP ADR 11,691 24,982
    TAIWAN SEMICONDUCTOR MFG CO LTD 6,693 18,407
    TANDEM DIABETES CARE INC COM NEW 8,826 13,998
    TELEFLEX INC COM 9,875 11,168
    TEMENOS AG SPONSORED ADR 11,040 10,237
    TE CONNECTIVITY LTD REG SHS 143,668 175,861
    TENCENT HLDGS LTD ADR 22,126 27,069
    THERMO FISHER SCIENTIFIC INC 58,393 198,838
    TOKIO MARINE HLDGS INC ADR 9,015 10,324
    TRACTOR SUPPLY CO COM 9,341 21,713
    TRANSUNION COM 8,842 16,601
    TWILIO INC CL A 8,887 8,690
    UBISOFT ENTMT SA ADR 20,661 15,017
    UNITED PARCEL SVC CL B 17,358 34,509
    UNITEDHEALTH GROUP INC 145,660 328,400
    US FOODS HLDG CORP COM 8,286 7,210
    VARONIS SYS INC COM 13,362 12,390
    VESTAS WIND SYS A/S UTD KINGDOM 6,910 12,690
    VISA INC CL A SHRS 222,642 348,470
    WESTERN ALLIANCE BANCORP COM 15,982 17,439
    YUM CHINA HOLDINGS INC 14,943 17,594
    ZOETIS INC 60,787 161,304
    ZURN WATER SOLUTIONS CORP COM 3,585 8,408
    COSTCO WHSL CORP 92,542 179,961
    AMERICAN TOWER CORPORATION 47,434 102,375
    HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS 175,000 183,402
    MATTHEWS PACIFIC TIGER FD 300,000 252,000
    VIRTUS VONTOBEL EMERGING MARKETS OPPORTUNITIES FUND 175,000 142,751
    DANAHER CORP COM 66,510 222,411
    DOLLAR GEN CORP NEW COM 77,439 133,951
    FIDELITY NATL INFORMATION SVCS INC 124,789 132,617
    FISERV INC COM 85,696 118,528
    INTERCONTINENTAL EXCHANGE INC 66,378 122,956
    QUALCOMM INC COM 58,720 173,909
    STRYKER CORP COM 63,104 104,294
    TJX COS INC NEW COM 47,528 87,612
    T MOBILE US INC COM 134,644 204,241
    US BANCORP DEL COM 150,087 158,849
    UNION PAC CORP COM 94,465 168,289
    RAYTHEON CO COM 169,718 197,077
    ANALOG DEVICES INC COM 74,623 149,580
    LINDE PLC COM 73,879 156,585

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    US Government Securities - End of Year Book Value:

    2,583,408
    US Government Securities - End of Year Fair Market Value:

    2,631,980
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 LegalFeesSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 25,189 5,038   20,151


    TY 2021 OtherExpensesSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK & INVESTMENT FEES 34,278 6,856   27,422


    TY 2021 OtherLiabilitiesSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Description Beginning of Year - Book Value End of Year - Book Value
    OVERDRAFT LIABILITY 0 63,711


    TY 2021 TaxesSchedule
    Name:
    JULIAN I & HOPE R EDISON FOUNDATION INC
    EIN:
    43-6027034
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 2,770 2,770   0
    FEDERAL TAX EXPENSE 15,000 0   0