2025-05-06T17:34:07-05:00 2024-12-31 431870213 WILHELM & WILHELM LLC 7777 BONHOMME AVE 2001 ST LOUIS MO 631051946 990PF 2024-01-01 921151069 LNS&KJS FOUNDATION LNS& 3147276400 PO BOX 50376 SAINT LOUIS MO 631055376 ANDREW E NEWMAN DIRECTOR 3147276400 2025-04-28 1 0 STEVEN R WILHELM P01214093 3147271155 2024 2025-03-06 01:10:19Z X 10160939 X X 156743 153820 590435 1699692 590435 747178 744255 0 0 0 1800 1800 0 33154 30754 2400 10191 4153 0 91 91 0 45236 36798 2400 285500 285500 330736 36798 287900 416442 707457 14240 32410 32410 9071026 10122489 10122489 1680 6040 6040 9086946 10160939 10160939 0 0 X 7939369 7939369 0 0 1147577 2221570 9086946 10160939 9086946 10160939 9086946 416442 657551 10160939 0 10160939 EMERSON ELECTRIC CO P 2024-01-05 20838 13831 7007 7007 GILEAD SCIENCES INC P 2024-01-05 16851 16674 177 177 GILEAD SCIENCES INC P 2024-01-05 1258 1258 1258 AIR PROD & CHEMICALS P 2024-01-12 18065 18411 -346 -346 AIR PROD & CHEMICALS P 2024-01-12 4044 4044 4044 MORGAN STANLEY P 2024-02-28 20296 13131 7165 7165 ABBVIE INC P 2024-04-11 8789 4626 4163 4163 PIONEER NATURAL RES P 2024-05-03 5 5 5 ABBVIE INC P 2024-07-02 17817 9165 8652 8652 POOL CORP P 2024-08-13 13761 15227 -1466 -1466 PROCTER & GAMBLE P 2024-08-13 15054 7292 7762 7762 AMETEK INC P 2024-01-05 31049 14455 16594 16594 BELLRING BRANDS INC P 2024-01-05 23951 11530 12421 12421 UNITED RENTALS INC P 2024-01-05 16582 4048 12534 12534 POST HOLDINGS INC P 2024-01-23 30820 11250 19570 19570 ABBVIE INC P 2024-04-03 46783 23199 23584 23584 MONSTER BEVERAGE CORP P 2024-04-03 31017 22069 8948 8948 PIONEER NATURAL RES P 2024-05-03 10 10 10 BELLRING BRANDS INC P 2024-07-10 32525 14258 18267 18267 CDW CORP P 2024-08-02 66599 53681 12918 12918 CHARLES RIVER LABS P 2024-08-12 19137 21482 -2345 -2345 MARVELL TECHNOLOGY INC P 2024-08-21 45031 7664 37367 37367 ABILENE TX 0.857% P 2024-02-15 50000 50000 0 0 APPLE INC 2.85% P 2024-05-13 60000 59425 575 575 GENERAL ELECTRIC 3.45% P 2024-05-15 40000 40000 0 0 CAPITAL ONE 2.65% P 2024-05-22 50000 50000 0 0 CITIGROUP INC P 2024-08-15 50000 50000 0 0 BEAUMONT TX 1.14% P 2024-09-03 50000 49981 19 19 AMERICAN EXPRESS CO 3% P 2024-09-30 40000 40000 0 0 NEW YORK NY 2.88% P 2024-10-01 50000 49773 227 227 DODGE & COX STOCK P 2024-12-09 140000 100749 39251 39251 JPMORGAN MID CAP VALUE P 2024-12-09 84316 68193 16123 16123 VANGUARD GROWTH INDEX P 2024-12-09 200000 94783 105217 105217 VANGUARD MID-CAP GROWTH INDEX P 2024-12-09 60000 42310 17690 17690 VANGUARD MID-CAP VALUE INDEX P 2024-12-09 15000 11350 3650 3650 VANGUARD SMALL CAP INDEX VALUE P 2024-12-09 150000 82642 67358 67358 VANGUARD SMALL CAP INDEX P 2024-12-09 50000 38058 11942 11942 CAPITAL GAINS DIVIDENDS P 130094 130094 130094 590435 9834 0 9834 0 9834 6040 0 0 0 6040 0 3794 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A ANDREW E NEWMAN 3147276400 PO BOX 50376 CLAYTON MO 63105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA N SHAPIRO PO BOX 50376 ST LOUIS MO 63105 PRESIDENT 1.00 0 0 0 KATE J SOLOMON PO BOX 50376 ST LOUIS MO 63105 VICE PRESIDENT 1.00 0 0 0 ANDREW E NEWMAN PO BOX 50376 ST LOUIS MO 63105 SECRETARY & TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 9811757 45921 0 9857678 0 0 9857678 147865 9709813 485491 485491 9834 9834 475657 0 475657 0 475657 287900 0 287900 475657 192195 0 0 287900 192195 0 0 95705 0 0 0 0 0 0 0 0 379952 0 0 0 X 122 EAST 66TH STREET FOUNDATION 122 E 66TH ST NEW YORK NY 10065 PC ANNUAL GRANT 6000 1898 FOUNDATION 233 ANDERSON HILL RD PURCHASE NY 10577 PC ANNUAL GRANT 2000 AMERICAN FOLK ART MUSEUM 2 LINCOLN SQUARE NEW YORK NY 10023 PC HONORARIUM 1000 CONSTELLATION STAGE & SCREEN 411 E 7TH ST BLOOMINGTON IN 47408 PC THE KING'S WIFE 10000 ETHICAL CULTURE FIELDSTON SCHOOL 3901 FIELDSTON RD BRONX NY 10471 PC HONORARIUM 1000 FRIENDS OF SCARSDALE LIBRARY 54 OLMSTEAD RD SCARSDALE NY 10583 PC ANNUAL GRANT 12500 GLYNWOOD CENTER FOR REGIONAL FOOD & FARMING 362 GLYNWOOD RD COLD SPRING NY 10516 PC ANNUAL GIVING CAMPAIGN 5000 JEWISH COMMUNITY CENTER 1200 EDGEWOOD AVE ROCHESTER NY 14618 PC CAMP SENECA LAKE 5000 KELLOGG SCHOOL OF MANAGEMENT - NORTHWESTERN UNIVERSITY 600 FOSTER ST EVANSTON IL 60208 PC WOMEN'S SUMMIT 10000 MARTHA'S VINEYARD HOSPITAL 1 HOSPITAL ROAD OAK BLUFFS MA 02557 PC ANNUAL GRANT 5000 MEMORIAL SLOAN KETTERING CANCER CENTER 444 E 67TH ST NEW YORK NY 10065 PC HONORARIUM 10000 MOUNT SINAI HEALTH SYSTEM 1 GUSTAVE L LEVY PL NEW YORK NY 10029 PC HONORARIUM; DEPARTMENT OF PEDIATRICS 15000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD JENKINTOWN PA 19046 PC JOHN D SOLOMON FUND FOR PUBLIC SERVICE 10000 NATIONAL TRUST FOR HISTORIC PRESERVATION 600 14TH STREET NW STE 500 WASHINGTON DC 20005 PC ANNUAL GRANT 10000 NEW YORK BOTANICAL GARDEN 2900 SOUTHERN BLVD BRONX NY 10458 PC IN HONOR OF BOARD SEAT; ATRIUM PROJECT 125000 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 10024 PC ANNUAL GRANT 10000 NORTHWELL HEALTH FOUNDATION (MANHATTAN EYE EAR THROAT HOSPITAL) 2000 MARCUS AVE NEW HYDE PARK NY 11042 PC ANNUAL GRANT/HONORARIUM 20000 PLANNED PARENTHOOD OF NYC 44 COURT ST 4TH FLOOR BROOKLYN NY 11201 PC HONORARIUM 1000 TAFT SCHOOL 110 WOODBURY RD WATERTOWN CT 06795 PC ANNUAL FUND 10000 TEMPLE EMANU-EL ONE EAST 65TH ST NEW YORK NY 10065 PC $10K ANNUAL FUND, $2K PHILANTHROPIC FUND 12000 TOURETTE ASSOCIATION OF AMERICA 4240 BELL BLVD STE 205 BAYSIDE NY 11361 PC ANNUAL GIVING CAMPAIGN 5000 285500 0 18 156743 18 590435 0 747178 0 747178 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1800 1800 0 CHARLES SCHWAB #0837 FMV 984004 984004 CHARLES SCHWAB #3874 FMV 2018392 2018392 CHARLES SCHWAB #4769 FMV 7120093 7120093 PREPAID EXCISE TAXES 1680 6040 6040 BUSINESS REGISTRATION FEES 91 91 0 UNREALIZED GAINS/LOSSES ON SECURITIES 657551 INVESTMENT ADVISORY FEES 28354 28354 0 OTHER PROFESSIONAL FEES 4800 2400 2400 FOREIGN TAXES 4153 4153 0 EXCISE TAXES 6038 0 0