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 01-01-2024 , and ending 12-31-2024
Name of foundation
JULIAN I & HOPE R EDISON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1401 S BRENTWOOD BLVD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63144
A Employer identification number

43-6027034
B Telephone number (see instructions)

(314) 514-8881
C 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$24,549,409J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 370,329 370,329  
4 Dividends and interest from securities... 222,551 222,551  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 312,706
b Gross sales price for all assets on line 6a 3,283,139
7 Capital gain net income (from Part IV, line 2)... 312,706
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........ 905,586 905,586  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
50,606 0   50,606
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,215 1,043   4,172
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,621 2,621   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
197,955 131,236   66,719
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 266,397 134,900   121,497
25 Contributions, gifts, grants paid....... 2,185,478 2,185,478
26 Total expenses and disbursements. Add lines 24 and 25 2,451,875 134,900   2,306,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,546,289
b Net investment income (if negative, enter -0-) 770,686
c Adjusted net income (if negative, enter -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............. 20,109 13,935 13,935
2 Savings and temporary cash investments......... 4,422,431 3,554,591 3,647,133
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,383,930 Click to see attachment
List of Attached Documents:
// Content
2,331,589 		2,258,767
b Investments—corporate stock (attach schedule)....... 8,736,692 Click to see attachment
List of Attached Documents:
// Content
8,886,147 		15,756,035
c Investments—corporate bonds (attach schedule)....... 3,122,974 Click to see attachment
List of Attached Documents:
// Content
2,893,855 		2,873,539
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,686,136 17,680,117 24,549,409
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 18,686,136 17,680,117
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 18,686,136 17,680,117
30 Total liabilities and net assets/fund balances (see instructions). 18,686,136 17,680,117
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,686,136
2
Enter amount from Part I, line 27a .....................
2
-1,546,289
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
540,270
4
Add lines 1, 2, and 3 ..........................
4
17,680,117
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,680,117
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 PUBLICLY TRADED SECURITIES     2024-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,283,139   2,970,433 312,706
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       312,706
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 2 312,706
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 10,713
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,713
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,713
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,707
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,707
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 17,994
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow17,994 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowDE
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 arrowHOPE R EDISON Telephone no.right arrow (314) 241-5950

Located atright arrow1401 S BRENTWOOD BLVD SUITE 200ST LOUISMO ZIP+4right arrow63144
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
HOPE R EDISON PRESIDENT, TREASURER, AND SECRETARY
1.00 		0 0 0
1401 S BRENTWOOD BLVD SUITE 200
ST LOUIS,MO63144
CHARLES A LOWENHAUPT DEPUTY DIRECTOR
1.00 		0 0 0
1401 S BRENTWOOD BLVD SUITE 100
ST LOUIS,MO63144
CAROLYN M OHLSEN DEPUTY DIRECTOR
1.00 		0 0 0
1401 S BRENTWOOD BLVD SUITE 100
ST LOUIS,MO63144
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
CIBC FAMILY OFFICE ADMINISTRATION 61,966
1401 S BRENTWOOD BLVD STE 200
ST LOUIS,MO63144
CIBC PRIVATE WEALTH INVESTMENT 61,966
300 MADISON AVE 7TH FLOOR
NEW YORK,NY10017
LOWENHAUPT & CHASNOFF LLC ATTORNEY 50,606
1401 S BRENTWOOD BLVD STE 100
ST LOUIS,MO63144
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
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
20,696,917
b
Average of monthly cash balances.......................
1b
4,685,749
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,382,666
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
25,382,666
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
380,740
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,001,926
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,250,096
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
1,250,096
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,713
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,713
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,239,383
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,239,383
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,239,383
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
2,306,975
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,306,975
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 1,239,383
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 577,938
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,306,975
a Applied to 2023, but not more than line 2a 577,938
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,239,383
e Remaining amount distributed out of corpus 489,654
5 Excess distributions carryover applied to 2024. 0 0
(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 5 489,654
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		489,654
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 489,654
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).)
HOPE R EDISON
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

AMERICAN CIVIL LIBERTIES UNION

406 W 34TH STE 420
KANSAS CITY,MO64111 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000

AMERICAN JEWISH COMMITTEE

165 EAST 56 STREET
NEW YORK,NY10022 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000

BARNES JEWISH HOSPITAL

1001 HIGHLANDS PLAZA DRIVE WEST
ST LOUIS,MO63110 		NONE PUBLIC CHARITY SUPPORT NEEDY FAMILIES 100,000

BEAVER COUNTY DAY SCHOOL

791 HAMMOND STREET
CHESTNUT HILL,MA02467 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100

BRANDEIS UNIVERSITY

PO BOX 549110 MS 126
WALTHAM,MA02454 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000

CHAMBER MUSIC SOCIETY OF ST LOUIS

222 S CENTRAL AVE SUITE 100
ST LOUIS,MO63105 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000

COMMUNITY SCHOOL ST LOUIS

900 LAY RD
ST LOUIS,MO63124 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000

CONGREGATION TEMPLE ISRAEL

1 RABBI ALVAN D RUBIN DRIVE
ST LOUIS,MO63141 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 6,089

FOREST PARK FOREVER

5595 GRAND DR
ST LOUIS,MO63112 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000

HARVARD CENTER FOR JEWISH STUDIES

6 DIVINITY AVENUE
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY JEWISH EDUCATION 250

HARVEY KORNBLUM JEWISH FOOD PANTRY

10601 BAUR BLVD
ST LOUIS,MO63132 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000

HILLEL AT BINGHAMPTON

4400 VESTAL PKWY E
BINGHAMPTON,NY13902 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 75,000

JEWISH ASSOCIATION SERVING THE AGING

2211 CHURCH AVE
BROOKLYN,NY11226 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 75,000

JEWISH COMMUNITY RELATIONS COUNCIL

12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000

JEWISH FEDERATION OF ST LOUIS

12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 187,014

JOHN BURROUGHS SCHOOL

755 SOUTH PRICE ROAD
ST LOUIS,MO63124 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 7,500

NANTUCKET COTTAGE HOSPITAL

57 PROSPECT ST
NANTUCKET,MA02554 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000

OASIS INSTITUTE

50 GAY AVENUE SECOND FLOOR
ST LOUIS,MO63105 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100

OPERA THEATRE ST LOUIS

210 HAZEL AVENUE
ST LOUIS,MO63119 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000

OPERATION FOOD SEARCH

1644 LOTSIE BLVD
ST LOUIS,MO63132 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000

PLANNED PARENTHOOD

4251 FOREST PARK AVENUE
ST LOUIS,MO63108 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 60,000

RADIO ARTS FOUNDATION

7711 CARONDELET AVE SUITE 302
ST LOUIS,MO63105 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000

RIVER CITY JOURNALISM FUND

200 S BRENTWOOD 8D
CLAYTON,MO63105 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000

SCHOLARSHIP FOUNDATION OF ST LOUIS

6825 CLAYTON AVENUE SUITE 100
ST LOUIS,MO63139 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000

SHAKESPEARE FESTIVAL

3333 WASHINGTON AVE SUITE 203
ST LOUIS,MO63103 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500

ST LOUIS ART MUSEUM FOUNDATION

ONE FINE ARTS DRIVE
ST LOUIS,MO63110 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT AND PRINT FUND 25,025

ST LOUIS COUNTY LIBRARY

1640 S LINDBERGH BLVD
ST LOUIS,MO63131 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000

ST LOUIS JEWISH FILM FESTIVAL

12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 200

ST LOUIS JEWISH LIGHT

PO BOX 78369
ST LOUIS,MO631788369 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 200

ST LOUIS KAPLAN FELDMAN HOLOCAUST MUSEUM

36 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000

ST LOUIS PSYCHOANALYTIC INSTITUTE

7700 CLAYTON RD STE 200
ST LOUIS,MO63117 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 40,000

ST LOUIS PUBLIC LIBRARY

1415 OLIVE STREET
ST LOUIS,MO63103 		NONE PUBLIC CHARITY SUPPORT LITERACY AND AFTER-SCHOOL PROGRAMS 20,000

ST LOUIS PUBLIC RADIO

3651 OLIVE ST
ST LOUIS,MO63108 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000

ST LOUIS SYMPHONY ORCHESTRA

718 NORTH GRAND BOULEVARD
ST LOUIS,MO63103 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000

TEMPLE ISRAEL

1 RABI ALVAN D RUBIN DR
ST LOUIS,MO63141 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250,000

UJA FEDERATION OF NEW YORK

130 E 59TH ST
NEW YORK CITY,NY10022 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000

UNITED WAY OF GREATER ST LOUIS

910 NORTH 11TH STREET
ST LOUIS,MO63101 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000

VNS HEALTH OF NEW YORK

220 E 42ND ST
NEW YORK,NY10017 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000

WASHINGTON UNIVERSITY ST LOUIS

1 BROOKINGS DR
ST LOUIS,MO63130 		NONE PUBLIC CHARITY SUPPORT OF UNIVERSITY LIBRARY 1,020,000

WASHINTGON UNIVERSITY LIBRARY

1 BROOKINGS DR
ST LOUIS,MO63130 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,500

WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC

120 BROADWAY SUITE 1750
NEW YORK,NY10271 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
Total .................................right arrow 3a 2,185,478
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 370,329  
4 Dividends and interest from securities ....     14 222,551  
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 ............ 		    18 312,706  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 905,586 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
905,586
(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:
JULIAN I & HOPE R EDISON FOUNDATION INC
EIN:
43-6027034
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,215 1,043   4,172

TY 2024 InvestmentsCorpBondsSchedule
Name:
JULIAN I & HOPE R EDISON FOUNDATION INC
EIN:
43-6027034
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO 4.050% 5/03/29 139,841 146,441
AMERICAN EXPRESS CR CORP 3.3% 118,004 121,158
APPLE INC SR GLBL NT 3.25% 250,238 246,985
BK OF AMERICA CORP GLBL NT VAR RATE DTD 10/21/20 241,685 208,858
CHEVRON CORP NEW NT 3.326% DTD 11/17/2015 251,498 247,703
CIRIGROUP INC 234,068 240,470
COMCAST CORP NEW SR NT 3.15% DTD 2/23/2016 125,086 123,085
COMCAST CORP NEW SR NT 3.40% DTD 03/27/2020 110,154 92,790
GOLDMAN SACHS GROUP INC SR GLBL NT 3.85% DTD 1/26/17 247,564 245,330
HOME DEPOT INC 2.950% 6/15/29 221,150 231,840
JPMORGAN CHASE & CO SR GLBL NT VAR RATE 245,363 244,698
MORGAN STANLEY FR VAR RATE 234,933 238,240
US BANCORP MTN 2.215% 1/27/28 223,340 237,033
SHELL INTERNATIONAL FIN BV SR NT 3.25% DTD 5/11/2015 250,931 248,908

TY 2024 InvestmentsCorpStockSchedule
Name:
JULIAN I & HOPE R EDISON FOUNDATION INC
EIN:
43-6027034
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 128,808 168,873
ACADEMY SPORTS OUTDOORS INC COM 5,366 6,501
ADOBE SYS INC 152,742 210,334
AIA GROUP LTD SPONSORED ADR 23,993 17,551
AIRBUS SE 16,397 19,639
AIR LIQUIDE ADR 12,751 20,124
ALCON INC ORD SHARES 16,033 22,666
ALIBABA GROUP HLDG LTD SPONSERED ADS 36,668 22,724
ALIGN TECHNOLOGY INC 19,510 14,804
ALNYLAM PHARMACEUTICALS INC COM 15,172 21,178
ALPHABET INC SHS CL A 138,369 310,452
ALPHABET INC SHS CL C 186,401 655,494
AMADEUS LT GROUP, S.A. 18,060 20,880
AMAZON COM INC COM 339,391 921,877
AMERICAN TOWER CORPORATION 110,778 117,199
AMERIPRISE FINL INC COM 11,306 44,724
AMETEK INC NEW COM 9,495 19,108
AMPHENOL CORP CL A 9,344 27,641
ANALOG DEVICES INC COM 46,124 117,065
ANSYS INC COM 4,753 9,108
APPLE INC COM 234,843 758,522
ARES MANAGEMENT CORPORATION CL A 13,727 34,344
ARTHUR J GALLAGHER CO 13,006 13,625
ASML HOLDING N V NYREGISTRY 7,943 20,792
ASSA ABLOY AB ADR 15,134 21,081
ASTRAZENECA PLC SPND ADR 199,970 245,176
AUTOMATIC DATA PROC 39,408 99,235
AUTOZONE INC COM 8,195 28,818
AVANTOR INC COM 5,695 6,258
BAE SYS PLC SPONSORED ADR 11,342 24,122
BANCO SANTANDER SA ADR 30,013 33,229
BERRY GLOBAL GROUP INC 8,370 11,253
BHP GROUP LIMITED 23,870 21,925
BIO RAD LABS INC CL A 5,161 6,242
BLACKROCK INC 56,115 139,415
BLACKSTONE GROUP INC COM C A 65,167 242,250
BROOKFIELD ASSET MGMT INC CL A 12,631 25,393
CADENCE DESIGN SYS INC COM 8,422 30,647
CANADIAN NATL RY CO COM 12,602 14,110
CENCORA INC 23,091 29,433
CHECK POINT SOFTWARE TECH LTD 20,097 27,818
CHENIERE ENERGY INC 54,591 81,651
CHEVRON CORP 81,864 104,285
CHIPOTLE MEXICAN GRILL CL A 7,974 18,090
CHUBB LTD COM 11,667 22,933
CINTAS CORP COM 8,520 16,808
CISCO SYSTEMS INC COM 165,142 222,533
CME GROUP INC COM 120,466 136,319
COMPASS GROUP PLC 15,058 25,495
CONOCOPHILLIPS COM 119,022 118,508
COPART INC 13,288 20,144
CORPAY INC COM 19,552 26,735
COSTAR GROUP INC COM 5,473 8,591
CROWDSTRIKE HOLDINGS INC A 4,921 11,633
CURTISS WRIGHT CORP 7,446 7,452
CYBERARK SOFTWARE LTD SHS 12,449 16,658
DAIKIN INDS LTD ADR 11,513 11,306
DANAHER CORP COM 79,111 159,078
DATADOG INC CLASS A 22,691 36,008
DBS GROUP HLDGS LTD SPONSORED ADR 20,158 36,107
DEXCOM INC 15,609 14,076
DIAGEO PLC 28,660 23,900
DIAMONDBACK ENERGY INC 11,118 13,926
DISNEY (WALT) CO COM STK 224,981 197,758
DOMINOS PIZZA INC COM 6,478 10,914
DRAFTKINGS INC NEW 17,358 16,926
ELEVANCE HEALTH INC 92,475 81,896
ENTEGRIS INC COM 15,102 16,444
EQUINOR ASA SPONSORED ADR 11,536 12,722
EXXON MOBIL CORP 59,880 378,862
FANUC CORPORATION ADR 30,010 23,016
FERRARI NV COM 8,943 20,392
FIDELITY NATL INFORMATION SVCS INC 163,176 145,628
FISERV INC COM 84,166 230,892
FLOOR & DCOR HLDGS INC CL A 9,127 8,973
FMC CORP COM NEW 8,670 5,444
FOMENTO ECONOMICO MEX SP ADR 15,471 15,559
GE HEALTHCARE TECHNOLOGIES INC 6,620 5,707
GLOBUS MED INC A 4,649 5,128
HDFC BK LTD ADR REPSTG 3 SHS 29,516 35,378
HEIDELBERGCEMENT AG 13,892 29,294
HENKEL AG COMPANY KGAA SPON A D R 14,586 13,757
HOME DEPOT INC 83,751 183,603
HONEYWELL INTL INC DEL 81,909 133,953
HOWMET AEROSPACE INC COM 10,292 33,795
HUBBEL INC COM 5,651 20,107
HUBSPOT INC 29,723 39,019
ICON PLC 21,434 24,326
IDEX CORP COM 9,934 14,232
IDEXX LABS INC 12,732 10,749
INGERSOLL RAND INC COM 10,208 18,635
INTERCONTINENTAL EXCHANGE INC 111,421 199,077
INTERCONTINENTAL HOTELS GROUP PLC 12,354 26,733
IQVIA HLDGS INC 183,833 159,763
JPMORGAN CHASE & CO 98,515 222,451
JULIUS BAER GROUP LTD ADR 8,638 11,950
KAWASAKI HEAVY INDS SP A D R 21,373 34,096
KERRY GROUP PLC A D R 16,333 17,589
KEYSIGHT TECHNOLOGIES INC COM 7,843 14,778
LINDE PLC COM 70,273 165,793
LIVE NATION ENTERTAINMENT, INC 5,924 8,936
LLOYDS TSB GROUP PLC -SP ADR 15,446 22,519
LONDON STK EXCHANGE GROUP ADR 22,313 38,545
LVMH MOET HENNESSY LOUIS VUITTON ADR 10,188 16,859
MARRIOT INTERNATIONAL CL A 9,160 22,873
MARTIN MARIETTA MATERIALS CORP 87,337 129,642
MARVELL TECHNOLOGY GROUP LTD 6,575 23,084
MASCO CORP COM 6,415 12,264
MSCI INC CL A 4,492 15,000
MCDONALDS CORP COM 172,673 168,716
MERCADOLIBRE INC COM 8,793 18,705
META PLATFORM INC 78,269 144,035
MICROCHIP TECHNOLOGY INC COM 7,627 10,036
MICROSOFT CORP 244,846 1,056,279
MONDELEX INTL INC COM 85,972 96,106
MONDAY COM LTD 15,352 16,481
MONSTER BEVERAGE CORP NEW COM 143,352 152,687
MONGODB INC CL A 9,394 7,450
MONOLITHIC POWER SYSTEMS INC 21,193 16,568
NEXTERA ENERGY INC SHS 102,068 142,448
NOVARTIS AG SPONSORED ADR 18,486 22,868
NVIDIA CORP 391,668 827,226
OSHKOSH TRUCK CORP COM 7,182 7,415
OTIS WORLDWIDE CORP COM 99,552 155,585
O REILLY AUTOMOTIVE INC 63,524 75,891
PENTAIR PLC 3,603 8,454
PEPSICO INC 115,865 142,176
PINTEREST INC CL A 17,010 14,181
PROCORE TECHNOLOGIES INC COM 3,847 4,796
PNC FINL SVCS GROUP COM 87,681 134,416
PROLOGIS INC 136,840 130,117
QUALCOMM INC COM 123,315 208,770
REGAL REXNORD CORPORATION 7,192 11,790
REVVITY INC 15,318 14,956
ROPER TECHNOLOGIES, INC. 102,138 165,312
ROSS STORES INC COM 19,310 27,380
RTX CORPORATION 116,823 186,078
S&P GLOBAL INC COM 91,371 138,950
SAIA INC 12,605 13,672
SALESFORCE COM INC COM 189,535 344,694
SBA COMMUNICATIONS CORP NEW CL A 6,279 7,133
SHELL PLC SPON A D R 28,189 32,703
SIEMENS A G SPONSORED ADR 15,850 26,587
SONY CORP AMERN SH NEW 14,051 22,006
SPROUTS FMRS MKT INC COM 5,305 28,972
STRYKER CORP COM 63,698 115,936
SYMRISE AG ADR 16,085 18,012
SUZUKI MOTOR CORPORATION A D R 17,945 17,517
T MOBILE US INC COM 26,190 102,198
TAIWAN SEMICONDUCTOR MFG CO LTD 9,619 36,141
TE CONNECTIVITY LTD REG SHS 182,122 194,010
TENCENT HLDGS LTD ADR 26,520 29,834
THERMO FISHER SCIENTIFIC INC 57,970 153,988
TJX COS INC NEW COM 55,746 155,241
TOKIO MARINE HLDGS INC ADR 9,827 21,504
TOYOTA MTR CORP 12,128 15,958
TRACTOR SUPPLY CO COM 9,076 23,612
TRADE DESK INC COM CL A 19,881 33,261
TRADEWEB MARKETS INC CLASS A 16,989 28,410
TRANSUNION COM 11,989 16,039
TRIP COM GROUP LTD A D R 17,239 24,992
ULTA BEAUTY, INC. 12,118 11,743
UNION PAC CORP COM 120,577 181,976
UNITEDHEALTH GROUP INC 179,035 364,219
US BANCORP DEL COM 147,474 133,015
US FOODS HLDG CORP COM 11,624 21,048
VALVOLINE INC 10,185 8,430
VEEVA SYS INC CL A 24,097 25,651
VERTIV HOLDINGS CO 11,034 9,884
VICI PPTYS INC 79,154 75,800
VISA INC CL A SHRS 185,834 456,994
WASTE CONNECTIONS INC 16,046 20,761
WEC ENERGY GROUP INC COM 51,892 54,449
WESCO INTL INC 7,493 9,229
WORKDAY INC 102,952 108,115
ZOETIS INC 38,217 72,830
ZSCALER INC COM 16,469 16,056
ZURN ELKAY WATER SOLUTIONS CORP COM 3,585 8,616

TY 2024 InvestmentsGovtObligationsSch
Name:
JULIAN I & HOPE R EDISON FOUNDATION INC
EIN:
43-6027034
US Government Securities - End of Year Book Value:

2,331,589
US Government Securities - End of Year Fair Market Value:

2,258,767
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 LegalFeesSchedule
Name:
JULIAN I & HOPE R EDISON FOUNDATION INC
EIN:
43-6027034
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 50,606 0   50,606


TY 2024 OtherExpensesSchedule
Name:
JULIAN I & HOPE R EDISON FOUNDATION INC
EIN:
43-6027034
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK & INVESTMENT FEES 197,930 131,236   66,694
DELAWARE FILING FEES 25 0   25


TY 2024 OtherIncreasesSchedule
Name:
JULIAN I & HOPE R EDISON FOUNDATION INC
EIN:
43-6027034
Description Amount
FMV > COST BASIS ON STOCK DONATED TO CHARITIES 540,270


TY 2024 TaxesSchedule
Name:
JULIAN I & HOPE R EDISON FOUNDATION INC
EIN:
43-6027034
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 2,621 2,621   0
FEDERAL TAX EXPENSE 10,000 0   0