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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 08-01-2024 , and ending 07-31-2025
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$25,875,314J 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 340 340  
4 Dividends and interest from securities... 559,397 555,986  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 916,519
b Gross sales price for all assets on line 6a 3,384,204
7 Capital gain net income (from Part IV, line 2)... 916,519
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........ 1,476,256 1,472,845  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 275,500     275,500
14 Other employee salaries and wages...... 6,100     6,100
15 Pension plans, employee benefits....... 31,000     31,000
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,310 0 0 21,310
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
32,848 32,648    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,421     16,278
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
3,559    
20 Occupancy.............. 24,783     24,783
21 Travel, conferences, and meetings....... 5,716     5,716
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
41,495     84,903
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 488,732 32,648 0 465,590
25 Contributions, gifts, grants paid....... 869,760 814,760
26 Total expenses and disbursements. Add lines 24 and 25 1,358,492 32,648 0 1,280,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 117,764
b Net investment income (if negative, enter -0-) 1,440,197
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 27,635 129,122 129,122
2 Savings and temporary cash investments......... 55,606 115,256 115,256
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................. 3,109,800 3,068,000 3,068,000
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.......... 9,900 4,950 4,950
10a Investments—U.S. and state government obligations (attach schedule) 212,873 74,851 74,851
b Investments—corporate stock (attach schedule)....... 4,347,860 3,942,099 3,942,099
c Investments—corporate bonds (attach schedule)....... 1,686,537 1,507,882 1,507,882
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).......... 15,931,816 Click to see attachment
List of Attached Documents:
// Content
16,977,241 		16,977,241
14 Land, buildings, and equipment: basis right arrow27,623
Less: accumulated depreciation (attach schedule) right arrow20,593 10,589 7,030 7,030
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
22,283 		Click to see attachment
List of Attached Documents:
// Content
48,883 		Click to see attachment
List of Attached Documents:
// Content
48,883
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,414,899 25,875,314 25,875,314
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 0 55,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
142,384 		Click to see attachment
List of Attached Documents:
// Content
183,391
23 Total liabilities (add lines 17 through 22)......... 142,384 238,391
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........... 22,162,715 22,568,923
25 Net assets with donor restrictions............ 3,109,800 3,068,000
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)..... 25,272,515 25,636,923
30 Total liabilities and net assets/fund balances (see instructions). 25,414,899 25,875,314
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
25,272,515
2
Enter amount from Part I, line 27a .....................
2
117,764
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
288,630
4
Add lines 1, 2, and 3 ..........................
4
25,678,909
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
41,986
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,636,923
Form 990-PF (2024)
Form 990-PF (2024)
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 WORTHLESS STOCK - 315 F&B     2024-12-31
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       17,925
b       965,101
c 0   66,507 -66,507
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       -66,507
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 2 916,519
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 20,019
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 20,019
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 20,019
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,619
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 17,619
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 2,400
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		231,500 31,000 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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
21,505,303
b
Average of monthly cash balances.......................
1b
152,756
c
Fair market value of all other assets (see instructions)................
1c
287,113
d
Total (add lines 1a, b, and c).........................
1d
21,945,172
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
21,945,172
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
329,178
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,615,994
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,080,800
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
1,080,800
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
20,019
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,019
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,060,781
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,060,781
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
1,060,781
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
1,280,350
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
1,280,350
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,060,781
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 33,113
b From 2020......  
c From 2021...... 114,651
d From 2022...... 41,477
e From 2023...... 82,067
f Total of lines 3a through e ........ 271,308
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,280,350
a Applied to 2023, 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 2024 distributable amount..... 1,060,781
e Remaining amount distributed out of corpus 219,569
5 Excess distributions carryover applied to 2024.    
(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 5 490,877
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		33,113
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		457,764
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 114,651
c Excess from 2022.... 41,477
d Excess from 2023.... 82,067
e Excess from 2024.... 219,569
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 1,000

Adaptive Sports Center

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

African American Youth Leadership Conference

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

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

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 1,500

Care & Share

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

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

Colorado College

14 East Cache La Poudre Street
Colorado Springs,CO80903 		N/A PC Mobile Arts Program 2,500

Colorado College

14 East Cache La Poudre Street
Colorado Springs,CO80903 		N/A PC In celebration of the class of 2004 500

Colorado College

14 East Cache La Poudre Street
Colorado Springs,CO80903 		N/A PC Support the Strength and Conditioning Department 650

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 10,000

Colorado Native Plant Society

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

Colorado Springs Community Cultural Collective

127 1/2 E Bijou
Suite 1
Colorado Springs,CO80903 		N/A PC Opus Creative Industries 2,000

Colorado Springs Community Cultural Collective

127 1/2 E Bijou
Suite 1
Colorado Springs,CO80903 		N/A PC Opus Creative Industries 3,000

Colorado Springs Sports Corporation

1631 Mesa Avenue
Colorado Springs,CO80906 		N/A PC 2025 Labor Day Lift Off 3,000

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

Crossfire Ministries

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

Early Connections Learning Centers

104 E Rio Grande
Colorado Springs,CO80903 		N/A PC General operating support 20,000

El Paso County Bar Foundation

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

Empty Stocking Fund

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

Family Promise

PO Box 682
Colorado Springs,CO80901 		N/A PC General Operating Support 1,000

Friends of Monument Valley Park

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

Give Campaign

PO Box 880
Colorado Springs,CO80901 		N/A PC Friends of Monument Valley Park Matching grant 1,000

Give Campaign

PO Box 880
Colorado Springs,CO80901 		N/A PC General Program Support 5,000

Global Livingston Institute

1031 33rd Street
Mail Code 1200
Denver,CO80205 		N/A PC Support participation by Atlas Prep students and one faculty member 15,710

Humane Society of the Pikes Peak Region

610 Abbot Lane
Colorado Springs,CO80905 		N/A PC General operating support 21,000

KCME

1921 North Weber
Suite 112
Colorado Springs,CO80907 		N/A PC General Operating Support 3,000

Kids on Bikes

702 East Boulder Street
Suite 110
Colorado Springs,CO80903 		N/A PC General Operating Support 1,000

KRCC

720 North Tejon Street
Suite 230
Colorado Springs,CO80903 		N/A PC General Operating Support 3,000

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

One Nation Walking Together

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

Peak Education

117 S Wahsatch Ave
Colorado Springs,CO80903 		N/A PC General operating 45,000

Peak Education

117 S Wahsatch Ave
Colorado Springs,CO80903 		N/A PC Innovate Pikes Peak 50,000

Performing Arts Academy

5690 County Line Place
Highlands Ranch,CO80126 		N/A PC General operating support 500

Pikes Peak State College Foundation

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

Prison Fellowship Ministries

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

Rocky Mountain PBS

315 E Costilla Street
Colorado Springs,CO80903 		  PC General operating support 1,050

Rocky Mountain Women's Film

2727 North Cascade Street
Colorado Springs,CO80907 		  PC General Operating Support 2,000

Safe Harbor Lab Rescue

601 16th Street
C322
Golden,CO80401 		  PC General Operating Support 500

Salvation Army

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

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 1,000

Springs Rescue Mission

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

Teach for America Inc

PO Box 745911
Los Angeles,CA90074 		  PC Colorado Springs Programming 15,000

TESSA

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

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 1,000

The Place

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

Trails and Open Space Coalition

702 East Boulder Street Suite 200
Colorado Springs,CO80903 		  PC General Operating Support 15,000

Westside Cares

2808 West Colorado Avenue
Suite 100
Colorado Springs,CO80904 		  PC General Operating Support 2,000

Youth Documentary Academy

2316 Wahsatch Ave
Colorado Springs,CO80907 		  PC General Operating Support 10,500

Assistance League of Colorado Springs

405 South Nevada
Colorado Springs,CO80903 		N/A PC Operation School Bell 6,500

Atlas Preparatory School

1602 South Murray Blvd
Colorado Springs,CO80916 		N/A PC General Operating Support 1,000

Atlas Preparatory School

1602 South Murray Blvd
Colorado Springs,CO80916 		N/A PC Reading Nook in the Middle School Library 25,000

Careers in Construction Colorado

4585 Hilton Pkwy Ste 100
Colorado Springs,CO80907 		N/A PC Programming in El Paso County 10,000

Catamount Institute

740 W Caramillo St
Colorado Springs,CO80907 		N/A PC Generation Wild of the Pikes Peak Region 1,000

Catholic Charities of Central Colorado

228 N Cascade Ave
Colorado Springs,CO80903 		N/A PC Family Case Management 15,000

Cheyenne Village Inc

6275 Lehman Drive
Colorado Springs,CO80918 		N/A PC General Operating Support 10,000

Children's Literacy Center

2928 Straus Lane Suite 100
Colorado Springs,CO80907 		N/A PC General Operating Support 10,000

Chinook Fund

1031 33rd Street
Denver,CO80205 		N/A PC Colorado Funders for Inclusiveness and Equity 1,200

Colorado Cattlemen's Agricultural Land Trust

PO Box 16088
Denver,CO80216 		N/A PC General Operating Support 20,000

Colorado Springs Philharmonic

PO Box 1266
Colorado Springs,CO80901 		N/A PC Pamela Shockley-Zalabak Fund 3,000

Concrete Couch

214 East Vermijo Avenue
Manitou Springs,CO80903 		N/A PC Concrete Coyote 15,000

COS Reads

1455 Casson Court
Colorado Springs,CO80919 		N/A PC General Operating Support 1,000

Court Care of the Pikes Peak Region

PO Box 68
Colorado Springs,CO80901 		N/A PC General Operating Support 15,000

Downtown Ventures

111 S Tejon Street
Colorado Springs,CO80903 		N/A PC General Operating Support 5,000

Early Connections Learning Centers

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

El Paso Fountain Valley Senior Citizens Program

5745 Southmoor Dr
Fountain,CO80817 		N/A PC "Help Us Thrive in a Time of Uncertainty" campaign 1,000

Family Life Services

1880 South Cascade Avenue
Colorado Springs,CO80905 		N/A PC General Operating Support 10,000

Food to Power

1090 S Institute St
Colorado Springs,CO80903 		N/A PC Harvest Celebration 2,000

Food to Power

1090 S Institute St
Colorado Springs,CO80903 		N/A PC General Operating Support 1,000

Food to Power

1090 S Institute St
Colorado Springs,CO80903 		N/A PC Composting social venture program 20,000

Friday Food Bag Foundation

PO Box 1186
Cheyenne,WY82003 		N/A PC General Operating Support 1,000

Friday Food Bag Foundation

PO Box 1186
Cheyenne,WY82003 		N/A PC General operating support 1,000

Hand Camp Colorado

PO Box 200115
Denver,CO80220 		N/A PC General Operating Support 500

Harmony Acres Equestrian Center

PO Box 38
Fruita,CO81521 		N/A PC General Operating Support 2,500

Highroots Wellness & Consulting

2544 W Dale St
Colorado Springs,CO80904 		N/A PC General Operating Support 500

Hillside Connection

PO Box 1562
Colorado Springs,CO80901 		N/A PC Annual Hillside Ball 1,000

Home Front Military Network

1120 N Circle Drive Suite 230
Colorado Springs,CO80909 		N/A PC General Operating Support 15,500

Homeward Pikes Peak

2010 East Bijou Street
Colorado Springs,CO80909 		N/A PC Support a multi-organization capacity building initiative 30,000

Humane Society of the Pikes Peak Region

610 Abbot Lane
Colorado Springs,CO80905 		N/A PC General Operating Support 1,000

Legacy Institute

525 North Tejon Street
Colorado Springs,CO80903 		N/A PC District 2 Initiative 25,000

Mindfulness and Positivity Project

1318 N Franklin St
Colorado Springs,CO80903 		N/A PC School-based programming 14,000

Mission Medical Clinic

2125 E LaSalle Street
Colorado Springs,CO80909 		N/A PC General Operating Support 20,000

Morgan Adams Foundation

E Evans Avenue Suite 200
Denver,CO80222 		N/A PC General operating support 1,000

Mt Carmel Veteran's Service Center

530 Communication Cir
Colorado Springs,CO80905 		N/A PC General Operating Support 1,000

National Alliance on Mental Illness - Colorado Spr

1615 South Murray Blvd
Colorado Springs,CO80916 		N/A PC General Operating Support 15,500

Nature Conservancy of Colorado

2424 Spruce Street
Boulder,CO80302 		N/A PC Security, Open space & Agricultural Resilience (SOAR) Colorado 100,000

New Jersey Institute for Social Justice Inc

60 Park Pl Ste 511
Newark,NJ07102 		N/A PC General Operating Support 1,000

Old Colorado City Associates

PO Box 6206
Colorado Springs,CO80934 		N/A PC July 26th Big Band Concert 2,500

Outpaws

18110 Sweet Rd
Peyton,CO80831 		N/A PC General Operating Support 500

Peaceful Valley Donkey Rescue Inc

PO Box 216
Miles,TX76861 		N/A PC Support for the Cody, Wyoming adoption center 1,000

Peak Education

117 S Wahsatch Ave
Colorado Springs,CO80903 		N/A PC Scholarships for summer trip for high schoolers 1,050

Pikes Peak Hospice and Palliative Care

2550 Tenderfoot Hill Street
Colorado Springs,CO80906 		N/A PC Outdoor Area Renovation Project 16,000

Pikes Peak Outdoor Recreation Alliance

102 South Tejon Street 430
Colorado Springs,CO80903 		N/A PC General Operating 10,000

Pikes Peak Writers

PO Box 64273
Colorado Springs,CO80962 		N/A PC Pikes Peak Writer's Conference 1,100

Richards Rubbish Roundup

PO Box 1178
Colorado Springs,CO80901 		N/A PC General Operating Support 5,000

Rock Ledge Ranch Living History Association

PO Box 6299
Colorado Springs,CO80934 		N/A PC General Operating Support 5,000

Rock Ledge Ranch Living History Association

PO Box 6299
Colorado Springs,CO80934 		N/A PC General operating support 2,000

Special KidsSpecial Families

1915 Aerotech Drive Suite 100
Colorado Springs,CO80916 		N/A PC Zach's Place Program 11,000

St Marys Cathedral

100 W 21st
Cheyenne,WY82001 		N/A PC Assistance for high school students 1,000

St Joseph's Children's Home

1419 Main Street PO Box 1117
Torrington,WY82240 		N/A PC General operating support 1,000

St Marys Cathedral

100 W 21st Street
Cheyenne,WY82001 		N/A PC Support the Bishop's Guild 1,000

St Marys Cathedral

100 W 21st Street
Cheyenne,WY82001 		N/A PC Scholarships for high school seniors 1,000

Staging Her

407 Locust Dr
Colorado Springs,CO80907 		N/A PC General Operating Support 500

Teach for America Inc

PO Box 745911
Los Angeles,CA90074 		N/A PC 2025 One Day Summit in Colorado 1,000

TESSA

435 Gold Pass Heights
Colorado Springs,CO80906 		N/A PC Crisis Shelter & Hotel Assistance Program 10,000

The Christmas Tree Project

4575 Galley Rd Suite 200E
Colorado Springs,CO80915 		N/A PC Holiday Grant 1,000

The Kindness Ranch Animal Sanctuary

854 State Hwy 270
Hartville,WY82215 		N/A PC General Operating Support 1,000

The Pet Cross Inc

4500 Lambert Ranch Trl
Sedalia,CO80135 		N/A PC General Operating Support 11,000

The Phoenix

2239 Champa Street
Denver,CO80205 		N/A PC Colorado Springs Programming 10,000

The Place

423 East Cucharras
Colorado Springs,CO80903 		N/A PC General Operating Support 500

The Women's Foundation of Colorado Inc

1901 E Asbury Ave
Denver,CO80208 		N/A PC General Operating Support 1,000

Tri-Lakes Cares

PO Box 1301
Monument,CO80132 		N/A PC General Operating Support 15,000

Tri-Lakes Cares

PO Box 1301
Monument,CO80132 		N/A PC Support for staff appreciation 500

Ukraine Power Inc

2 N Cascade Avenue Suite 800
Colorado Springs,CO80903 		N/A PC General Operating Support 2,000

UpaDowna

2727 N Cascade Ave Suite 110
Colorado Springs,CO80907 		N/A PC Bike Clinic Too 7,000

Voices of Grief Support and Education Center

PO Box 1457
Colorado Springs,CO80901 		N/A PC General Operating Support 1,000

Western Museum of Mining & Industry

225 North Gate Road
Colorado Springs,CO80921 		N/A PC Rail Car Preservation Project 5,000
Total .................................right arrow 3a 814,760
bApproved for future payment

COS ILoveYou School Connect Program
310 S 14th Street
Colorado Springs,CO80904 		N/A PC General Operating Support 10,000

Impact Charitable Equity Building Account Pilot
1536 Wynkoop Street
Denver,CO80202 		N/A PC General Operating Support 20,000

CHILDRENS HOSPITAL MEDICAL COLLABRATIVE
4090 BRIARGATE PKWY
COLORADO SPRINGS,CO80920 		N/A PC GENERAL OPERATING SUPPORT 25,000
Total ................................. right arrow 3b 55,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 340  
4 Dividends and interest from securities ....     14 559,397  
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 ............ 		    18 916,519  
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) ..   1,476,256  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,476,256
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 7,050     7,050
AUDIT AND TAX PREP 14,260     14,260

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TY 2024 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 2024 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 16,165,407 16,165,407
ALTERNATIVE INVESTMENTS AT COST 42,936 42,936
PRIVATE EQUITY   223,850 223,850
REAL ESTATE   545,048 545,048

TY 2024 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 1,978 0 0
INTEREST RECEIVABLE 17,666 17,859 17,859
DIVIDENDS RECEIVABLE 2,639 2,468 2,468
RIGHT OF USE ASSET 0 28,556 28,556


TY 2024 OtherDecreasesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Description Amount
TIMING DIFFERENCES FROM K-1 186
CHANGE IN BENEFICIAL INTEREST IN TRUST 41,800


TY 2024 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 5,375     5,375
INSURANCE 19,793     19,793
OFFICE EXPENSE 15,477     15,477
TELEPHONE 850     850
315 COLLECTIVE K-1       43,408


TY 2024 OtherIncreasesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Description Amount
UNREALIZED GAIN/ LOSS 288,630


TY 2024 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 112,384 121,586
PENSION CONTRIBUTION PAYABLE 30,000 31,000
EXCISE TAX PAYABLE 0 2,249
LEASE LIABILITY - CURRENT PORTION 0 10,703
LEASE LIABILITY - LT PORTION 0 17,853


TY 2024 OtherProfessionalFeesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 32,848 32,848    
LESS ALLOCATION TO TAX EXEMPT 0 -200    


TY 2024 TaxesSchedule
Name:
THE JOSEPH HENRY EDMONDSON FOUNDATION
EIN:
84-1090456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 16,278     16,278
FEDERAL EXCISE TAX 30,143     0