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 08-01-2023 , and ending 07-31-2024
Name of foundation
THE JOSEPH HENRY EDMONDSON FOUNDATION
 
% HEATHER CARROLL
Number and street (or P.O. box number if mail is not delivered to street address)315 East Pikes Peak Ave 120
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLORADO SPRINGS, CO80903
A Employer identification number

84-1090456
B Telephone number (see instructions)

(719) 471-1241
C 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$25,414,899J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 339 339  
4 Dividends and interest from securities... 538,331 536,332  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 762,973
b Gross sales price for all assets on line 6a 2,622,246
7 Capital gain net income (from Part IV, line 2)... 762,973
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........ 1,301,643 1,299,644  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 266,500     266,500
14 Other employee salaries and wages...... 5,935     5,935
15 Pension plans, employee benefits....... 30,000     30,000
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,600 0 0 20,600
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,721 34,592    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
49,570     13,242
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
3,562    
20 Occupancy.............. 24,237     24,237
21 Travel, conferences, and meetings....... 5,151     5,151
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,393     92,528
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 476,669 34,592 0 458,193
25 Contributions, gifts, grants paid....... 629,000 629,000
26 Total expenses and disbursements. Add lines 24 and 25 1,105,669 34,592 0 1,087,193
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 195,974
b Net investment income (if negative, enter -0-) 1,265,052
c Adjusted net income (if negative, enter -0-)...  
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............. 25,823 27,635 27,635
2 Savings and temporary cash investments......... 111,173 55,606 55,606
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................. 3,108,200 3,109,800 3,109,800
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.......... 4,500 9,900 9,900
10a Investments—U.S. and state government obligations (attach schedule) 332,196 212,873 212,873
b Investments—corporate stock (attach schedule)....... 4,717,095 4,347,860 4,347,860
c Investments—corporate bonds (attach schedule)....... 1,447,866 1,686,537 1,686,537
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).......... 14,858,932 Click to see attachment
List of Attached Documents:
// Content
15,931,816 		15,931,816
14 Land, buildings, and equipment: basis right arrow27,623
Less: accumulated depreciation (attach schedule) right arrow17,034 14,151 10,589 10,589
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
28,679 		Click to see attachment
List of Attached Documents:
// Content
22,283 		Click to see attachment
List of Attached Documents:
// Content
22,283
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,648,615 25,414,899 25,414,899
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) Click to see attachment
List of Attached Documents:
// Content
134,165 		Click to see attachment
List of Attached Documents:
// Content
142,384
23 Total liabilities (add lines 17 through 22)......... 134,165 142,384
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........... 21,406,250 22,162,715
25 Net assets with donor restrictions............ 3,108,200 3,109,800
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    
29 Total net assets or fund balances (see instructions)..... 24,514,450 25,272,515
30 Total liabilities and net assets/fund balances (see instructions). 24,648,615 25,414,899
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
24,514,450
2
Enter amount from Part I, line 27a .....................
2
195,974
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
562,210
4
Add lines 1, 2, and 3 ..........................
4
25,272,634
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
119
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,272,515
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.)
1 a SHORT-TERM CAPITAL GAINS - DETAIL AVAILABLE UPON REQUEST      
b LONG-TERM CAPITAL GAINS - DETAIL AVAILABLE UPON REQUEST      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       -16,338
b       779,311
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 2 762,973
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 17,584
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 17,584
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 17,584
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 19,050
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,050
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 11
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 1,455
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,455 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
 
No
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 arrowCO
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 arrowHEATHER CARROLL Telephone no.right arrow (719) 471-1241

Located atright arrow315 EAST PIKES PEAK AVE STE 120COLORADO SPRINGSCO ZIP+4right arrow80903
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
 
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 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
HEATHER CARROLL President/EXEC. DIR.
50.0 		222,500 30,000 0
315 East Pikes Peak Ave 120
COLORADO SPRINGS,CO80903
SEAN DUFF Vice Chair
1.0 		5,500 0 0
315 East Pikes Peak Ave 120
COLORADO SPRINGS,CO80903
CAROLYN SUE RAMSAY DIRECTOR
1.0 		5,500 0 0
315 East Pikes Peak Ave 120
COLORADO SPRINGS,CO80903
REUBEN SPARKS Chairman
2.5 		5,500 0 0
315 East Pikes Peak Ave 120
COLORADO SPRINGS,CO80903
LARRY GADDIS DIRECTOR
1.0 		5,500 0 0
315 East Pikes Peak Ave 120
COLORADO SPRINGS,CO80903
Katrina Miller-Stevens DIRECTOR
1.0 		5,500 0 0
315 East Pikes Peak Ave 120
COLORADO SPRINGS,CO80903
SHARON HAHN DIRECTOR
1.0 		5,500 0 0
315 East Pikes Peak Ave 120
COLORADO SPRINGS,CO80903
CARLOS JIMENEZ DIRECTOR
1.0 		5,500 0 0
315 East Pikes Peak Ave 120
COLORADO SPRINGS,CO80903
Sheri Duff-Merz Director
1.0 		5,500 0 0
315 East Pikes Peak Ave 120
COLORADO SPRINGS,CO80903
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................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
 
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  
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
20,503,078
b
Average of monthly cash balances.......................
1b
127,288
c
Fair market value of all other assets (see instructions)................
1c
135,309
d
Total (add lines 1a, b, and c).........................
1d
20,765,675
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
20,765,675
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
311,485
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,454,190
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,022,710
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
1,022,710
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,584
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,584
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,005,126
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,005,126
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,005,126
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
1,087,193
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,087,193
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 1,005,126
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 33,113
c From 2020......  
d From 2021...... 114,651
e From 2022...... 41,477
f Total of lines 3a through e ........ 189,241
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,087,193
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 1,005,126
e Remaining amount distributed out of corpus 82,067
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 5 271,308
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		271,308
10 Analysis of line 9:
a Excess from 2019.... 33,113
b Excess from 2020....  
c Excess from 2021.... 114,651
d Excess from 2022.... 41,477
e Excess from 2023.... 82,067
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HEATHER CARROLL
315 East Pikes Peak Ave 210
COLORADO SPRINGS,CO80903
(719) 471-1241
bThe form in which applications should be submitted and information and materials they should include:
FOR DETAILS REGARDING THE APPLICATION PROCESS, PLEASE SEE THE FOUNDATION'S WEBSITE AT: WWW.JHEDMONDSON.ORG
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (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

A Woman's Work

PO Box 817
Longmont,CO80502 		N/A PC General Operating Support event 500

Adaptive Sports Center

PO Box 1639
Crested Butte,CO81224 		N/A PC General Operating Support 1,000

Adaptive Sports Center

PO Box 1639
Crested Butte,CO81224 		N/A 501(C)(3) Military/Veterans programs 2,000

African American Youth Leadership Conference

PO Box 296
Colorado Springs,CO80901 		N/A PC General Operating Support 1,000

Atlas Preparatory School

1602 South Murray Blvd
Colorado Springs,CO80916 		N/A PC Holiday Grant Project 1,000

Big Brothers Big Sisters of Colorado

111 S Tejon Street
Colorado Springs,CO80903 		n/a PC Holiday Grant Celebration 1,000

Big Brothers Big Sisters of Colorado

111 S Tejon Street
Suite 302
Colorado Springs,CO80903 		N/A PC General Operating Support 11,000

Bob Telmosse Foundation

PO Box 449
Suite 302
Colorado Springs,CO80901 		N/A PC Holiday Grant 1,000

Canine Partners of the Rockies Inc

PO Box 33136
Northglenn,CO80233 		N/A PC General Operating Support 1,000

Canine Partners of the Rockies Inc

PO Box 33136
Suite 703
Northglenn,CO80233 		N/A PC General Operating Support 1,000

Care & Share

2605 Preamble Point
Colorado Springs,CO80915 		N/A PC Holiday Grant 2,500

CASA of the Pikes Peak Region

418 South Weber Street
3rd floor
Colorado Springs,CO80903 		N/A PC Dependency and Neglect program 20,000

CASA of the Pikes Peak Region

418 South Weber Street
Colorado Springs,CO80903 		N/A PC General Operating Support 1,000

Catholic Charities of Central Colorado

228 N Cascade Ave
Colorado Springs,CO80903 		N/A PC Holiday Grant 1,000

Centro de la Familia

1645 S Murray
Colorado Springs,CO80916 		N/A PC Holiday Grant 1,000

Chamber Orchestra of the Springs

PO Box 7911 Colorado Springs CO
Colorado Springs,CO80933 		N/A PC 40th Anniversary Campaign 7,500

Children's Advocacy Center for the Pikes Peak Regi

423 South Cascade Avenue
Suite 101
Colorado Springs,CO80903 		N/A PC General Operating Support 500

Colorado College

14 East Cache La Poudre Street
Colorado Springs,CO80903 		N/A PC Athletic Department Fund 1,000

Colorado College

14 East Cache La Poudre Street
Colorado Springs,CO80903 		N/A PC Student Film Festival Stipends 500

Colorado College Summer Music Festival

14 East Cache La Poudre Street
Colorado Springs,CO80903 		N/A PC General Operating Support 500

Colorado Health Network

1301 S 8th Street
Colorado Springs,CO80905 		N/A PC Holiday Grant 1,000

Colorado Humanities

7935 E Prentice Ave
Greenwood Village,CO80111 		N/A PC Rocky Mountain Reader 1,000

Colorado Native Plant Society

1536 Wynkoop Street
Ste 450
Denver,CO80202 		N/A PC General Operating Support Pikes Peak Connect Fund 1,000

Colorado Outward Bound School

3840 York Street
Suite 911
Denver,CO80205 		N/A PC Robert H. Ramsay Scholarships 15,000

Colorado Springs Children's Chorale

PO Box 7841
Suite 150
Colorado Springs,CO80933 		N/A PC General Operating Support 1,000

Colorado Springs Community Cultural Collective

1 S Nevada
Colorado Springs,CO80903 		N/A PC General Operating Support 25,000

Colorado Springs Community Cultural Collective

2 S Nevada
Suite 110
Colorado Springs,CO80903 		N/A PC Opus Creative Industries/General Operating Support 750

Colorado Springs Pioneers Museum

215 South Tejon Street
Suite 110
Colorado Springs,CO80903 		N/A PC General Operating Support 1,750

Colorado Springs Sports Corporation

1631 Mesa Avenue
Colorado Springs,CO80906 		N/A PC Youth Education Sport (YES) Program 10,000

Colorado Springs Sports Corporation

1632 Mesa Avenue
Suite E
Colorado Springs,CO80906 		N/A PC 2024 Labor Day Lift Off 3,000

Colorado Springs Youth Sports Inc

2212 Executive Circle
Suite E
Colorado Springs,CO80906 		N/A PC Kent Olin Field Plaza 10,000

Colorado Women Flyfishers

PO Box 370834
Denver,CO80237 		N/A PC General Operating Support 500

Community Partnership for Child Development

2330 Robinson Street
Colorado Springs,CO80904 		N/A PC Holiday Grant 1,000

Covered Colorado

PO Box 462393
Aurora,CO80046 		N/A PC General Operating Support 2,000

Crossfire Ministries

3975 N Academy Blvd
Colorado Springs,CO80917 		N/A PC Holiday Grant 1,000

Curtis Legacy Foundation

PO Box 4027
Buena Vista,CO81211 		N/A PC General Operating Support 1,000

Dream Centers

11025 Voyager Pkwy
Colorado Springs,CO80921 		N/A PC General Operating Support 500

Early Connections Learning Centers

104 E Rio Grande
Colorado Springs,CO80903 		N/A PC Holiday Grant 1,000

El Paso County Bar Foundation

PO Box 429
Colorado Springs,CO80901 		N/A PC Ruth Rouss Scholarships 10,000

El Paso County Parks Department

2002 Creek Crossing
Colorado Springs,CO80905 		N/A PC Fox Run Nature Center Op. Support 20,000

Elbert County Coalition for Outreach

PO Box 672
Kiowa,CO80117 		N/A PC General Operating Support 1,000

Elbert County Sheriff

PO Box 486
Kiowa,CO80117 		N/A GOV The K9 Fund 2,000

Empty Stocking Fund

PO Box 400
Colorado Springs,CO80901 		N/A PC Holiday Grant 3,000

Family Promise

PO Box 682
Colorado Springs,CO80901 		N/A PC General Operating Support 10,000

Forge Evolution

224 E Kiowa St
Colorado Springs,CO80903 		N/A PC General Operating Support 15,000

Fort Lewis College Foundation

1000 Rim Dr
Room 230
Durango,CO81301 		N/A PC Jenna Gilbert Scholarship Fund 1,000

Fostering Hope

111 South Tejon Street
Colorado Springs,CO80903 		N/A PC General Operating Support 15,500

Friends of Monument Valley Park

PO Box 734
Suite 112
Colorado Springs,CO80901 		N/A PC General Operating Support 1,000

Friends of the Children - Colorado Springs

2340 ROBINSON ST
Colorado Springs,CO80919 		N/A PC General Operating Support 15,000

Girls on the Run of the Rockies

7000 E Belleview
Greenwood Village,CO80111 		N/A PC Colorado Springs program 15,000

Give Campaign

235 South Nevada
Suite 130
Colorado Springs,CO80903 		N/A PC Friends of Monument Valley Park Matching grant 1,000

Give Campaign

235 South Nevada
Colorado Springs,CO80905 		N/A PC General Program Support 5,000

Global Livingston Institute

1031 33rd Street
Mail Code 1200
Denver,CO80205 		N/A PC University of Colorado Colorado Springs East Africa 10,000

Grace and St Stephen's Episcopal Church

631 N Tejon St
Suite 235
Colorado Springs,CO80903 		N/A PC Jazz in the Garden 500

Humane Society of the Pikes Peak Region

610 Abbot Lane
Colorado Springs,CO80905 		N/A PC General operating support 1,000

Innovations in Aging Collaborative

427 East Colorado Avenue
Colorado Springs,CO80903 		N/A PC Age-Friendly Pikes Peak 15,500

Institute for Ethnomedicine Inc

PO Box 3464
Suite 201
Jackson,WY83001 		N/A PC General Operating Support 1,000

Junior Achievement of Southern Colorado

611 North Weber Street
Colorado Springs,CO80903 		N/A PC General Operating Support 500

KCME

1921 North Weber
Suite 112
Colorado Springs,CO80907 		N/A PC General Operating Support 2,000

Kids on Bikes

702 East Boulder Street
Suite 110
Colorado Springs,CO80903 		N/A PC General Operating Support 16,500

KRCC

720 North Tejon Street
Suite 230
Colorado Springs,CO80903 		N/A PC General Operating Support 2,000

Let Them Live Action Corporation

PO Box 2573
Ormond Beach,FL32175 		N/A PC General Operating Support 2,000

MidAmerica Boston Terrier Rescue

19906 Mason St
Elkhorn,NE68022 		N/A PC General Operating Support 1,000

Mile High 360

PO Box 40160
Denver,CO80204 		N/A PC General Operating Support 2,000

Mile High Youth Corps

1801 Federal Blvd
Suite A
Denver,CO80204 		N/A PC Southern Front Range Land Conservation Program 15,000

Minds Matter

PO Box 16610
Denver,CO80216 		N/A PC General Operating Support 500

Norris Penrose Legacy Foundation

1045 Lower Gold Camp Rd
Colorado Springs,CO80905 		N/A PC Community Kids Rodeo Program 5,000

Old Colorado City Partnership

1 S 24th St
Suite 1118
Colorado Springs,CO80904 		N/A PC Support the Colorado Springs Philharmonic Orchestr 1,500

One Nation Walking Together

3150 North Nevada Avenue
Colorado Springs,CO80907 		N/A PC Holiday Grant 1,000

Palmer Lake Arts Council

PO Box 867
Monument,CO80132 		N/A PC General Operating Support Mutton Busters 500

Palmer Land Conservancy

102 South Tejon Street
430
Colorado Springs,CO80903 		N/A PC General Operating Support 50,000

Palmer Land Conservancy

102 South Tejon Street
Suite 360
Colorado Springs,CO80903 		N/A PC Mirasol Project 1,000

Peak Education

1645 South Murray Blvd
Suite 360
Colorado Springs,CO80916 		N/A PC Innovation Center Planning 16,000

Peak Education

1645 South Murray Blvd
Colorado Springs,CO80916 		N/A PC General Operating Support 1,000

Performing Arts Academy

5690 County Line Place
Highlands Ranch,CO80126 		N/A PC General operating support Horse-Care Related costs 1,000

Pikes Peak Community Foundation

315 E Pikes Peak Ave
Colorado Springs,CO80903 		N/A PC Racial Equity Fund 1,000

Pikes Peak Library District Foundation

PO Box 1579
Suite 120
Colorado Springs,CO80901 		N/A PC General Operating Support 750

Pikes Peak Permaculture dba Flying Pig Farm L

224 Plainview Pl
Manitou Springs,CO80829 		  PC Construction of a new shed 5,000

Pikes Peak State College Foundation

5675 South Academy Boulevard
Colorado Springs,CO80906 		  PC Holiday Grant 1,000

Planned Parenthood of the Rocky Mountains

7155 East 38th Avenue
CC68
Denver,CO80207 		  PC PPRM Colorado Springs Health Center 10,000

Planned Parenthood of the Rocky Mountains

7155 East 38th Avenue
Denver,CO80207 		  PC General Operating Support 500

Prison Fellowship Ministries

44180 Riverside Parkway
Landsdowne,VA20176 		  PC Holiday Grant 1,000

Project Diakonia

3595 East Fountain BLVD
Colorado Springs,CO80910 		  PC General Operating Support 15,500

Redline Contemporary Art Center

2350 Arapahoe Street
Denver,CO80205 		  PC Proof Of: Project 2,000

Rocky Mountain PBS

315 E Costilla Street
Colorado Springs,CO80903 		  PC Colorado Springs Kids Fest 7,500

Rocky Mountain Women's Film

2727 North Cascade Street
Colorado Springs,CO80907 		  PC General Operating Support 12,000

Roundup Fellowship

2121 E LaSalle St
Suite 140
Colorado Springs,CO80909 		  PC General Operating Support 2,000

Safe Harbor Lab Rescue

601 16th Street
Suite 100
Golden,CO80401 		  PC General Operating Support 500

Salvation Army

910 Yuma St
Suite C322
Colorado Springs,CO80909 		  PC Holiday Grant 4,500

Serenity Recovery Connection

985 West Fillmore Street
Colorado Springs,CO80907 		  PC General Operating Support 15,000

Serenity Recovery Connection

985 West Fillmore Street
Colorado Springs,CO80907 		  PC Fundraising breakfast 1,000

Silver Key Senior Services

1625 South Murray Blvd
Colorado Springs,CO80916 		  PC Holiday Grant 3,000

Silver Key Senior Services

1625 South Murray Blvd
Colorado Springs,CO80916 		  PC General Operating Support 2,000

Silver Key Senior Services

1625 South Murray Blvd
Colorado Springs,CO80916 		  PC General operating support 1,500

Solid Rock Community Development Corporation

2520 Arlington Drive
Colorado Springs,CO80919 		  PC General Operating Support 500

Southwest Colorado Education Collaborative

1000 Rim Dr
Durango,CO81301 		  PC In Honor of Jessica Morrison 500

Springs Rescue Mission

5 West Las Vegas St
EBH 140
Colorado Springs,CO80903 		  PC Holiday Grant 1,000

Springs Rescue Mission

5 West Las Vegas St
Colorado Springs,CO80903 		  PC General Operating Support 2,000

Sprinkle Art dba Imagination Celebration

PO Box 1917
Colorado Springs,CO80901 		  PC General Operating Support 15,000

Teach for America Inc

PO Box 745911
Los Angeles,CA90074 		  PC General Operating Support 500

TESSA

435 Gold Pass Heights
Colorado Springs,CO80906 		  PC Holiday Grant 1,000

The Colorado Springs Conservatory

415 S Sahwatch Steet
Colorado Springs,CO80903 		  PC General Operating Support 20,000

The Couse Foundation

146 Kit Carson Road
Taos,NM87571 		  PC General Operating Support 1,000

The Justice Center

PO Box 429
Colorado Springs,CO80901 		  PC General Operating Support 12,000

The New Horizons Foundation Inc

731 Chapel Hills Drive
Colorado Springs,CO80920 		  PC The Fearless Golf Program 2,000

The Pet Cross Inc

4500 Lambert Ranch Trl
Sedalia,CO80135 		  PC General Operating Support 5,000

The Place

423 East Cucharras
Colorado Springs,CO80903 		  PC Holiday Grant 1,000

The Trust for Public Land

1410 Grant Street
Denver,CO80203 		  PC Bricker Elementary Schoolyard Initiative 50,000

TheatreWorks

1420 Austin Bluffs Parkway
D210
Colorado Springs,CO80918 		  PC General Operating Support 500

Trails and Open Space Coalition

702 East Boulder Street Suite 200
Colorado Springs,CO80903 		  PC General Operating Support 1,000

Turner Station History Center

323 Sollers Point Road Dundalk MD
Suite 200
Dundalk,MD21222 		  PC General Operating Support 1,000

University of Colorado at Colorado Springs

1420 Austin Bluffs Parkway
Colorado Springs,CO80918 		  PC Heller Center 1,750

University of Colorado at Colorado Springs

1420 Austin Bluffs Parkway
Colorado Springs,CO80918 		  PC Support the Karen Possehl Women's Endowment Schola 1,500

University of Colorado Foundation Aging Center

4863 N Nevada Ave
Colorado Springs,CO80918 		  PC General Operating Support 20,000

We Fortify

25 N Cascade St
Suite 321
Colorado Springs,CO80903 		  PC General Operating Support 500

Westside Cares

2808 West Colorado Avenue
Suite 100
Colorado Springs,CO80904 		  PC General Operating Support 10,000

Youth Documentary Academy

2316 Wahsatch Ave
Colorado Springs,CO80907 		  PC General Operating Support 2,000
Total .................................right arrow 3a 629,000
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 ........... 		    14 339  
4 Dividends and interest from securities ....     14 538,331  
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 ............ 		    18 762,973  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,301,643  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,301,643
(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

TY 2023 AccountingFeesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING/BOOKKEEPING FEES 6,900     6,900
AUDIT AND TAX PREP 13,700     13,700

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

TY 2023 DepreciationSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsOtherSchedule2
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EQUITY MUTUAL FUNDS AT COST 15,289,555 15,289,555
ALTERNATIVE INVESTMENTS AT COST 42,904 42,904
PRIVATE EQUITY   5,592 5,592
REAL ESTATE   593,765 593,765

TY 2023 OtherAssetsSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
EXCISE TAX PREPAID 10,526 1,978 1,978
INTEREST RECEIVABLE 15,289 17,666 17,666
DIVIDENDS RECEIVABLE 2,864 2,639 2,639


TY 2023 OtherDecreasesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Description Amount
TIMING DIFFERENCES FROM K-1 119


TY 2023 OtherExpensesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND MEMBERSHIP 3,823     3,823
INSURANCE 17,955     17,955
OFFICE EXPENSE 12,986     12,986
TELEPHONE 1,629     1,629
315 COLLECTIVE K-1       56,135


TY 2023 OtherIncreasesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Description Amount
UNREALIZED GAIN/ LOSS 560,610
CHANGE IN BENEFICIAL INTEREST IN TRUST 1,600


TY 2023 OtherLiabilitiesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX LIABILITY 104,165 112,384
PENSION CONTRIBUTION PAYABLE 30,000 30,000


TY 2023 OtherProfessionalFeesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 34,721 34,721    
LESS ALLOCATION TO TAX EXEMPT 0 -129    


TY 2023 TaxesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 13,242     13,242
FEDERAL EXCISE TAX 36,328     0