Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
EDMUNDS FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)11811 N TATUM BLVD STE 1060
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85028
A Employer identification number

20-0493224
B Telephone number (see instructions)

(602) 867-5058
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,292,431J 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) 210,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 39,322 39,322 39,322
4 Dividends and interest from securities... 28,502 28,502 28,502
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
-14,030
b Gross sales price for all assets on line 6a 667,781
7 Capital gain net income (from Part IV, line 2)... 5,841
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........ 263,794 73,665 67,824
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
446 223   223
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,186 14,686   500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,609 2,609    
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.......... 18,241 17,518   723
25 Contributions, gifts, grants paid....... 422,717 422,717
26 Total expenses and disbursements. Add lines 24 and 25 440,958 17,518   423,440
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -177,164
b Net investment income (if negative, enter -0-) 56,147
c Adjusted net income (if negative, enter -0-)... 67,824
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 231,681 15,266 15,266
2 Savings and temporary cash investments......... 98,435 169,580 169,580
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 444,183 Click to see attachment
List of Attached Documents:
// Content
394,617 		389,238
b Investments—corporate stock (attach schedule)....... 998,322 Click to see attachment
List of Attached Documents:
// Content
931,815 		967,295
c Investments—corporate bonds (attach schedule)....... 674,575 Click to see attachment
List of Attached Documents:
// Content
758,754 		751,052
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,447,196 2,270,032 2,292,431
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 2,447,196 2,270,032
29 Total net assets or fund balances (see instructions)..... 2,447,196 2,270,032
30 Total liabilities and net assets/fund balances (see instructions). 2,447,196 2,270,032
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
2,447,196
2
Enter amount from Part I, line 27a .....................
2
-177,164
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,270,032
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,270,032
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
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
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
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 5,841
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 780
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........................... 3 780
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- ..... 5 780
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,556
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,556
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,776
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,776 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowAZ
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowSTEVEN K URKE Telephone no.right arrow (602) 867-5058

Located atright arrow11811 N TATUM BLVDSTE 1060PHOENIXAZ ZIP+4right arrow85028
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
STEVEN K URKE DIRECTOR
000.00 		0 0 0
11811 N TATUM BLVD
STE 1060
PHOENIX,AZ85028
JANE EDMUNDS DIRECTOR
000.00 		0 0 0
11811 N TATUM BLVD
STE 1060
PHOENIX,AZ85028
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
2,065,615
b
Average of monthly cash balances.......................
1b
43,770
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,109,385
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
 
3
Subtract line 2 from line 1d.........................
3
2,109,385
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,641
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,077,744
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
103,887
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
103,887
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
780
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
780
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
103,107
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
103,107
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
103,107
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
423,440
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
423,440
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 103,107
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 2,506
b From 2019...... 3,459
c From 2020...... 3,230
d From 2021...... 50,481
e From 2022...... 80,589
f Total of lines 3a through e ........ 140,265
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 423,440
a Applied to 2022, 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 2023 distributable amount..... 103,107
e Remaining amount distributed out of corpus 320,333
5 Excess distributions carryover applied to 2023.    
(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 5 460,598
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		2,506
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		458,092
10 Analysis of line 9:
a Excess from 2019.... 3,459
b Excess from 2020.... 3,230
c Excess from 2021.... 50,481
d Excess from 2022.... 80,589
e Excess from 2023.... 320,333
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEVEN K URKE
11811 N TATUM BLVD
SUITE 1060
PHOENIX,AZ85028
(602) 867-5058
bThe form in which applications should be submitted and information and materials they should include:
LETTER WITH REQUEST, PROGRAMS TO BE FUNDED, PURPOSE, AND 501(C)(3) LETTER
cAny submission deadlines:
ANNUALLY BY OCTOBER 1ST OF EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS OTHER THAN THE DIRECTORS CAN SELECT WHICH CHARITIES ARE OF INTEREST TO THE FOUNDATION.
Form 990-PF (2023)
Form 990-PF (2023)
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

ASU FOUNDATION

PO BOX 2260
TEMPE,AZ85280 		501(C)(3) CURRENT SCHOLARSHIPS 36,473

ASU FOUNDATION

PO BOX 2260
TEMPE,AZ852802260 		501(C)(3) CURRENT LEWIS CENTER SCHOLARS 164,244

VALLEY PRESBYTERIAN CHURCH

6947 E MCDOWELL RD
PARADISE VALLEY,AZ85253 		501(C)(3) CURRENT BUILDING FUND 12,000

ALZHEIMERS ASSOCIATION
DESERT SOUTHWEST CHAPTER
340 E PALM LANE STE 230
PHOENIX,AZ85004 		501(C)(3) CURRENT RESEARCH 10,000

SCOTTSDALE RAILROAD & MECHANICAL
SOCIETY
7301 E INDIAN BEND RD
SCOTTSDALE,AZ85250 		501(C)(3) PAID RAMADA FOR PARK 150,000

AMERICAN HEART ASSOCIATION

1910 W UNIVERSITY AVE
STE 205
TEMPE,AZ85281 		501(C)(3) PAID RESEARCH AND EDUCATION 10,000

PHOENIX CHILDRENS HOSPITAL
FOUNDATION
2929 E CAMELBACK RD
STE 122
PHOENIX,AZ85016 		501(C)(3) PAID GENERAL SUPPORT 10,000

THE TRANSLATIONAL GENOMICS RESEARCH
INSTITUTE (TGEN)
445 N 5TH ST
PHOENIX,AZ85004 		501(C)(3) PAID CANCER RESEARCH 10,000

WOMENS BOARD OF BARROWS
NEUROLOGICAL FOUNDATION
2910 N 3RD AVENUE
STE 450
PHOENIX,AZ85013 		501(C)(3) PAID GENERAL SUPPORT 10,000

MAYO FOUNDATION

8399 E HARTFORD DR
SCOTTSDALE,AZ85255 		501(C)(3) PAID MEDICAL RESEARCH 10,000
Total .................................right arrow 3a 422,717
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 39,322  
4 Dividends and interest from securities ....     14 28,502  
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 ............ 		        -14,030
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) ..   67,824 -14,030
13Total. Add line 12, columns (b), (d), and (e)..................
13
53,794
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
Name of the organization
EDMUNDS FAMILY FOUNDATION INC
 
Employer identification number

20-0493224
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
EDMUNDS FAMILY FOUNDATION INC
  		Employer identification number
20-0493224
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
JANE EDMUNDS
11811 N TATUM BLVD
STE 1060
PHOENIX, AZ85028

$ 210,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
EDMUNDS FAMILY FOUNDATION INC
  		Employer identification number

20-0493224
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
 
$    
(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
 
$    
(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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
EDMUNDS FAMILY FOUNDATION INC
  		Employer identification number

20-0493224
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) (2023)
Additional Data


Software ID:  
Software Version:  

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
EDMUNDS FAMILY FOUNDATION INC
EIN:
20-0493224
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
USB-U S BANCORP 2023-04 PURCHASE 2023-12   6,730 4,886     1,844  
USB-U S BANCORP 2023-01 PURCHASE 2023-12   3,277 3,510     -233  
USB-U S BANCORP 2021-11 PURCHASE 2023-12   3,496 4,872     -1,376  
USB-U S BANCORP 2021-09 PURCHASE 2023-12   3,277 4,149     -872  
USB-U S BANCORP 2021-07 PURCHASE 2023-12   4,370 5,605     -1,235  
394244HK6-GREENDALE WI GO 4.25% 12/0 2017-04 PURCHASE 2023-12   25,000 25,000        
05753PCJ9-BAKERSFIELD CA WWTR REV 5% 2022-06 PURCHASE 2023-11   25,685 26,100     -415  
592030B41-MET NASH/DAVD TN ELE REV 5 2023-10 PURCHASE 2023-11   20,135 20,065     70  
676306DU4-OGDEN CTY UT SWR/WTR REV 4 2023-10 PURCHASE 2023-11   20,025 19,622     403  
JPST-JPMORGAN ULTRA SHORT INCOME ETF 2023-09 PURCHASE 2023-10   40,148 40,031     117  
JPST-JPMORGAN ULTRA SHORT INCOME ETF 2023-09 PURCHASE 2023-10   10,024 10,008     16  
989822AA9-FINIAL HOLDINGS, INC 7.125 2019-03 PURCHASE 2023-10   25,000 25,000        
316773CR9-FIFTH THIRD BANCORP VAR CA 2018-05 PURCHASE 2023-10   15,193 16,050     -857  
91731KAA8-USB CAPITAL IX VAR CALLABL 2016-10 PURCHASE 2023-10   7,230 8,603     -1,373  
NPSRX-NUVEEN PREFERRED SECS & INC I 2023-09 PURCHASE 2023-10   384 387     -3  
NPSRX-NUVEEN PREFERRED SECS & INC I 2023-08 PURCHASE 2023-10   378 385     -7  
NPSRX-NUVEEN PREFERRED SECS & INC I 2023-07 PURCHASE 2023-10   375 383     -8  
NPSRX-NUVEEN PREFERRED SECS & INC I 2023-06 PURCHASE 2023-10   379 382     -3  
NPSRX-NUVEEN PREFERRED SECS & INC I 2023-05 PURCHASE 2023-10   379 379        
NPSRX-NUVEEN PREFERRED SECS & INC I 2023-04 PURCHASE 2023-10   376 378     -2  
NPSRX-NUVEEN PREFERRED SECS & INC I 2023-03 PURCHASE 2023-10   375 376     -1  
NPSRX-NUVEEN PREFERRED SECS & INC I 2023-02 PURCHASE 2023-10   342 374     -32  
NPSRX-NUVEEN PREFERRED SECS & INC I 2023-01 PURCHASE 2023-10   336 372     -36  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-12 PURCHASE 2023-10   350 370     -20  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-11 PURCHASE 2023-10   347 369     -22  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-10 PURCHASE 2023-10   352 367     -15  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-09 PURCHASE 2023-10   349 365     -16  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-08 PURCHASE 2023-10   333 363     -30  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-07 PURCHASE 2023-10   324 362     -38  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-06 PURCHASE 2023-10   335 360     -25  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-05 PURCHASE 2023-10   318 358     -40  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-04 PURCHASE 2023-10   314 357     -43  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-03 PURCHASE 2023-10   303 355     -52  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-02 PURCHASE 2023-10   299 354     -55  
NPSRX-NUVEEN PREFERRED SECS & INC I 2022-01 PURCHASE 2023-10   289 352     -63  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-12 PURCHASE 2023-10   282 351     -69  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-11 PURCHASE 2023-10   284 349     -65  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-10 PURCHASE 2023-10   278 348     -70  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-09 PURCHASE 2023-10   275 346     -71  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-08 PURCHASE 2023-10   273 345     -72  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-07 PURCHASE 2023-10   272 344     -72  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-06 PURCHASE 2023-10   271 342     -71  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-05 PURCHASE 2023-10   272 341     -69  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-04 PURCHASE 2023-10   271 339     -68  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-03 PURCHASE 2023-10   272 338     -66  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-02 PURCHASE 2023-10   272 337     -65  
NPSRX-NUVEEN PREFERRED SECS & INC I 2021-01 PURCHASE 2023-10   271 335     -64  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-12 PURCHASE 2023-10   270 334     -64  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-11 PURCHASE 2023-10   272 332     -60  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-10 PURCHASE 2023-10   277 329     -52  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-09 PURCHASE 2023-10   278 327     -49  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-08 PURCHASE 2023-10   273 326     -53  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-07 PURCHASE 2023-10   278 325     -47  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-06 PURCHASE 2023-10   285 323     -38  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-05 PURCHASE 2023-10   286 322     -36  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-04 PURCHASE 2023-10   291 322     -31  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-03 PURCHASE 2023-10   311 321     -10  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-02 PURCHASE 2023-10   263 319     -56  
NPSRX-NUVEEN PREFERRED SECS & INC I 2020-01 PURCHASE 2023-10   274 342     -68  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-12 PURCHASE 2023-10   275 340     -65  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-11 PURCHASE 2023-10   276 339     -63  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-10 PURCHASE 2023-10   276 337     -61  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-09 PURCHASE 2023-10   277 336     -59  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-08 PURCHASE 2023-10   278 334     -56  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-07 PURCHASE 2023-10   277 333     -56  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-06 PURCHASE 2023-10   277 331     -54  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-05 PURCHASE 2023-10   306 360     -54  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-03 PURCHASE 2023-10   319 373     -54  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-02 PURCHASE 2023-10   319 371     -52  
NPSRX-NUVEEN PREFERRED SECS & INC I 2019-01 PURCHASE 2023-10   321 369     -48  
NPSRX-NUVEEN PREFERRED SECS & INC I 2018-12 PURCHASE 2023-10   331 367     -36  
NPSRX-NUVEEN PREFERRED SECS & INC I 2018-11 PURCHASE 2023-10   324 366     -42  
NPSRX-NUVEEN PREFERRED SECS & INC I 2018-10 PURCHASE 2023-10   315 364     -49  
NPSRX-NUVEEN PREFERRED SECS & INC I 2018-06 PURCHASE 2023-10   304 357     -53  
NPSRX-NUVEEN PREFERRED SECS & INC I 2018-04 PURCHASE 2023-10   294 354     -60  
NPSRX-NUVEEN PREFERRED SECS & INC I 2018-03 PURCHASE 2023-10   291 352     -61  
NPSRX-NUVEEN PREFERRED SECS & INC I 2018-02 PURCHASE 2023-10   286 351     -65  
NPSRX-NUVEEN PREFERRED SECS & INC I 2018-01 PURCHASE 2023-10   243 301     -58  
NPSRX-NUVEEN PREFERRED SECS & INC I 2018-01 PURCHASE 2023-10   23,534 29,383     -5,849  
NPSRX-NUVEEN PREFERRED SECS & INC I 2017-12 PURCHASE 2023-10   146 183     -37  
NPSRX-NUVEEN PREFERRED SECS & INC I 2017-11 PURCHASE 2023-10   146 182     -36  
NPSRX-NUVEEN PREFERRED SECS & INC I 2017-08 PURCHASE 2023-10   149 186     -37  
NPSRX-NUVEEN PREFERRED SECS & INC I 2017-07 PURCHASE 2023-10   12,048 15,020     -2,972  
NPSRX-NUVEEN PREFERRED SECS & INC I 2017-06 PURCHASE 2023-10   108 134     -26  
NPSRX-NUVEEN PREFERRED SECS & INC I 2017-06 PURCHASE 2023-10   20,129 24,972     -4,843  
938240CK2-WASH CN OR CLN WTR REV 4.9 2019-01 PURCHASE 2023-10   25,000 25,000        
369604BQ5-GENERAL ELECTRIC CO VAR CA 2018-11 PURCHASE 2023-09   10,000 8,565     1,435  
369604BQ5-GENERAL ELECTRIC CO VAR CA 2018-10 PURCHASE 2023-09   3,000 2,869     131  
615369AC9-MOODY'S CORP 4.875% 02/15/ 2022-04 PURCHASE 2023-09   18,000 18,148     -148  
15189TAS6-CENTERPOINT EGY INC VAR CA 2018-10 PURCHASE 2023-09   15,000 15,137     -137  
ADBE-ADOBE INC 2022-11 PURCHASE 2023-09   8,441 4,487     3,954  
AMZN-AMAZON.COM INC 2021-09 PURCHASE 2023-09   4,130 4,992     -862  
BRK/B-BERKSHIRE HATHAWAY B 2021-10 PURCHASE 2023-09   7,253 5,820     1,433  
CMCSA-COMCAST CORP A 2021-10 PURCHASE 2023-09   8,007 9,630     -1,623  
IBM-IBM CORP 2022-01 PURCHASE 2023-09   7,394 6,278     1,116  
IBM-IBM CORP 2021-09 PURCHASE 2023-09   4,436 3,843     593  
KLAC-KLA CORP 2021-09 PURCHASE 2023-09   5,061 3,531     1,530  
MA-MASTERCARD INC A 2021-11 PURCHASE 2023-09   4,157 3,285     872  
META-META PLATFORMS INC A 2022-02 PURCHASE 2023-09   4,456 3,551     905  
META-META PLATFORMS INC A 2021-09 PURCHASE 2023-09   4,456 5,439     -983  
FTRE-FORTREA HOLDINGS INC 2022-09 PURCHASE 2023-08   266 309     -43  
FTRE-FORTREA HOLDINGS INC 2021-11 PURCHASE 2023-08   931 1,501     -570  
615369AC9-MOODY'S CORP 4.875% 02/15/ 2022-04 PURCHASE 2023-06   12,000 12,150     -150  
959802AX7-THE WESTERN UNION CO 4.25% 2018-09 PURCHASE 2023-06   25,000 25,000        
MMM-3M CO 2022-06 PURCHASE 2023-06   2,048 2,959     -911  
MMM-3M CO 2021-11 PURCHASE 2023-06   8,703 15,471     -6,768  
431571AB4-HILLENBRAND, INC. STEP 09/ 2019-09 PURCHASE 2023-05   12,491 13,014     -523  
459506AK7-INTERNTNL FLAVORS & 4.45% 2020-06 PURCHASE 2023-05   33,169 38,263     -5,094  
COF-CAPITAL ONE FC 2022-09 PURCHASE 2023-05   3,080 2,734     346  
COF-CAPITAL ONE FC 2021-11 PURCHASE 2023-05   3,080 4,560     -1,480  
COF-CAPITAL ONE FC 2021-09 PURCHASE 2023-05   2,772 4,200     -1,428  
TROW-T ROWE PRICE GROUP 2022-06 PURCHASE 2023-05   6,899 8,211     -1,312  
COF-CAPITAL ONE FC 2021-10 PURCHASE 2023-04   3,327 5,771     -2,444  
COF-CAPITAL ONE FC 2021-09 PURCHASE 2023-04   761 1,244     -483  
MRK-MERCK & CO. INC. 2022-02 PURCHASE 2023-04   4,538 3,032     1,506  
369604BQ5-GENERAL ELECTRIC CO VAR CA 2018-10 PURCHASE 2023-03   17,000 16,256     744  
FRC/PRI-REPUBLIC FIRST BANCO 5.5% PF 2022-07 PURCHASE 2023-03   3,443 4,900     -1,457  
WAL/PRA-WESTERN ALLIANCE BAN 4.25% P 2022-02 PURCHASE 2023-03   6,301 10,104     -3,803  
JPST-JPMORGAN ULTRA SHORT INCOME ETF 2023-01 PURCHASE 2023-02   25,134 25,165     -31  
JPST-JPMORGAN ULTRA SHORT INCOME ETF 2023-01 PURCHASE 2023-01   25,170 25,165     5  
ACN-ACCENTURE PLC A 2022-09 PURCHASE 2023-01   6,883 6,400     483  
CHRW-C H ROBINSON WORLDWD 2021-09 PURCHASE 2023-01   5,946 5,280     666  
CHRW-C H ROBINSON WORLDWD 2021-07 PURCHASE 2023-01   4,955 4,666     289  
MCK-MCKESSON CORP 2021-12 PURCHASE 2023-01   7,539 4,616     2,923  
MCK-MCKESSON CORP 2021-10 PURCHASE 2023-01   13,193 7,001     6,192  
MCK-MCKESSON CORP 2021-09 PURCHASE 2023-01   13,193 7,283     5,910  

TY 2023 InvestmentsCorpBondsSchedule
Name:
EDMUNDS FAMILY FOUNDATION INC
EIN:
20-0493224
Name of Bond End of Year Book Value End of Year Fair Market Value
AIRPRODUCTS 23,630 25,828
AMERICAN EXPRESS VAR 10,108 8,525
AMERICAN TOWER 2.95% 24,442 24,398
AUTOZONE INC 3.125% 24,367 24,029
BALL CORP 31,877 29,663
BANK OF NOV 4.65% 14,102 13,575
BANK OF NY MELLON VAR    
BNY MELLON 3.75% 14,921 12,975
BORGWARNER INC 24,228 24,410
BROADCOM INC 5% 32,926 30,450
BROWN & BROWN IN 4.2% 25,112 24,734
CENTENE CORP 3%    
CENTERPOINT ENERGY VAR    
CDK GLOBAL 4.875%    
CH ROBINSON 24,032 24,217
CINTAS CORP NO 2 19,013 19,573
CROWN CASTLE INC 24,233 24,590
DENTSPLY SIRONA 3.25%    
DOLLAR GENERAL 23,352 24,251
EDISON INTL VAR 14,879 15,008
ELEVANCE HEALTH 24,501 24,693
FINIAL HOLDINGS 7.125%    
FIRST AMERICAN FI 4.6% 25,093 24,693
FIFTH THIRD BANCORP 9,028 8,730
FREEPORT MCMORAN 14,113 14,419
GENERAL ELECTRIC VAR    
GOLDMAN SACHS INT 3.8% 10,449 8,913
GOLDMAN SACHS GRO VAR 25,002 25,116
JPMORGAN CHASE 14,330 13,744
HILLENBRAND INC 5.5% 12,012 11,850
IDEX CORP 21,431 22,289
I H S INC 5%    
INTERNATIONAL FLAVOR    
JP MORGAN & VAR    
JP MORGAN CHASE 3.65%    
LEGG MASON INC 4.75% 25,124 24,887
M&T BANK CORP 28,551 27,900
META PLATFORMS 18,949 20,652
MOLSON COORS BEVERAGE    
MOODY'S CORP 4.875%    
QORVO INC 26,233 23,813
PNC FINANCIAL SVCS 14,042 11,888
PUBLIC STORAGE 23,430 25,852
SALESFORCE INC 3.7% 24,887 24,479
SYSCO CORP 14,914 15,897
TELEFLEX INC 31,245 29,175
T MOBILE USA INC 2.625% 19,079 19,900
USB CAPITAL IX VAR    
UNITEDHEALTH GROUP 19,588 21,140
UNITED RENTALS    
VIACOMCBS INC VAR    
WESTERN UNION 4.25%    
ZOETIS INC 4.5% 25,531 24,796

TY 2023 InvestmentsCorpStockSchedule
Name:
EDMUNDS FAMILY FOUNDATION INC
EIN:
20-0493224
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC    
ADOBE INC 10,769 21,478
AFFILIATED MAN 5.875% PFD 10,015 9,012
ALPHABET INC 26,038 27,938
AMAZON INC 21,169 24,310
AMERICAN EXPRESS 20,553 22,481
ANHEUSER BUSCH 24,223 28,433
APPLE INC 10,881 14,440
BERKSHIRE HATHAWAY 14,321 17,833
CH ROBINSON    
CAPITAL ONE FC    
CHARLES SCHWAB CORP 27,930 31,786
CHS INC 7.1% PFD 11,572 12,485
CISCO SYSTEMS INC 17,677 16,419
COMCAST CORP 18,782 20,171
CORTEVA INC 12,008 11,022
CUMMINS INC 16,212 17,968
CVS HEALTH CORP 21,032 20,530
FISERV INC 18,067 23,513
IBM CORP 9,042 12,266
JOHNSON & JOHNSON 19,848 18,809
KLA CORP 12,928 23,252
LAB CO OF AMER HLDG 12,333 12,500
LOCKHEED MARTIN CORP 12,292 15,863
LOWES COMPANIES 18,022 18,917
MASTERCARD INC 6,570 8,530
MCKESSON CORP    
MEDTRONIC PLC 24,013 20,183
MERCK & CO 7,463 10,466
META PLATFORMS 7,659 13,450
MICROSOFT CORP 14,390 16,922
PEPSICO INC 13,655 14,436
REPUBLIC FIRST 5.5% PFD    
STARBUCKS CORP 16,549 16,802
SYSCO CORP 19,001 18,283
T ROWE PRICE GROUP    
TERADYNE INC 24,222 23,983
US BANCORP 30,961 32,200
UPS 14,875 11,793
URSTADT BIDD    
VALLEY NTNL BANK 5.5% PFD 10,027 9,360
WALT DISNEY CO 26,620 18,058
3M CO    
BARON DISCOVERY INST 61,402 52,878
CLARKSON PARTNERS INST 185,879 171,316
NUVEEN PREFERRED SECS & INC I    
WESTERN ALLIANCE 4.25% PFD    
HARDING LOEVNER INTERNATIONAL 41,577 42,704
PEAR TREE POLARIS FOREIGN 51,243 55,105
REGENCY CENT 5.875% PFD 9,995 9,400

TY 2023 InvestmentsGovtObligationsSch
Name:
EDMUNDS FAMILY FOUNDATION INC
EIN:
20-0493224
US Government Securities - End of Year Book Value:

217,362
US Government Securities - End of Year Fair Market Value:

218,825
State & Local Government Securities - End of Year Book Value:


177,255
State & Local Government Securities - End of Year Fair Market Value:


170,413


TY 2023 LegalFeesSchedule
Name:
EDMUNDS FAMILY FOUNDATION INC
EIN:
20-0493224
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 446 223   223


TY 2023 OtherProfessionalFeesSchedule
Name:
EDMUNDS FAMILY FOUNDATION INC
EIN:
20-0493224
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRONWOOD INVESTMENT FEE 14,434 14,434    
BOOKKEEPING 752 252   500


TY 2023 TaxesSchedule
Name:
EDMUNDS FAMILY FOUNDATION INC
EIN:
20-0493224
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES 2,500 2,500    
FOREIGN TAXES PAID 109 109