2024-08-26T16:27:18-05:00 2024-05-31 431870213 WILHELM & WILHELM LLC 7777 BONHOMME AVE 2001 ST LOUIS MO 631051946 990PF 2023-06-01 436047207 EDISON FAMILY FOUNDATION EDIS 3147276400 8235 FORSYTH BLVD 207 ST LOUIS MO 631051621 ANDREW E NEWMAN DIRECTOR 3147276400 2024-08-13 1 0 STEVEN R WILHELM P01214093 3147271155 2023 2024-08-08 14:25:15Z X 3649521 X X 83 83 55550 55550 172032 647945 172032 83 83 227748 227748 0 0 0 4500 4500 0 10108 10108 0 2860 10 0 3506 3506 0 20974 18124 0 176800 176800 197774 18124 176800 29974 209624 29469 19578 19578 3240 2268 2268 2334919 2375756 3627675 2367628 2397602 3649521 0 0 X 0 0 0 0 2367628 2397602 2367628 2397602 2367628 2397602 2367628 29974 0 2397602 0 2397602 120 SHS TARGET CORP P 2018-02-06 2023-06-05 15916 8592 7324 7324 420 SHS COMCAST CORP P 2020-03-28 2023-06-06 16714 15736 978 978 140 SHS COMCAST P 2020-03-13 2023-06-06 5571 5404 167 167 100 SHS CROWN CASTLE INC P 2018-02-06 2023-07-21 10744 11305 -561 -561 10 SHS AIR PROD AND CHEMICALS P 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P 2020-02-11 2023-10-03 2880 1956 924 924 25 SHS NEXTERA ENERGY INC P 2023-04-05 2023-10-03 1450 1957 -507 -507 35 SHS ORACLE CORP P 2019-05-15 2023-10-03 3716 1912 1804 1804 25 SHS PEPSICO INC P 2015-05-26 2023-10-03 4229 2405 1824 1824 15 SHS PIONEER NATURAL RES P 2022-04-12 2023-10-03 3488 3811 -323 -323 25 SHS PROCTER AND GAMBLE P 2017-08-17 2023-10-03 3654 2310 1344 1344 20 SHS TEXAS INSTRUMENTS P 2022-12-07 2023-10-03 3192 3478 -286 -286 12 SHS THERMO FISHER SCNTFC P 2023-08-03 2023-10-03 6099 6590 -491 -491 15 SHS TRACTOR SUPPLY COMP P 2022-10-04 2023-10-03 3074 3051 23 23 5 SHS UNITEDHEALTH GRP P 2022-10-21 2023-10-03 2537 2539 -2 -2 53 SHS EATON CORP PLC P 2017-08-17 2023-10-11 11090 3503 7587 7587 210 SHS EMERSON ELECTRIC P 2017-08-17 2024-01-05 19891 12370 7521 7521 183SHS GILEAD SCIENCES P 2016-10-21 2024-01-05 15266 13589 1677 1677 5 SHS GILEAD SCIENCES P 2023-03-14 2024-01-05 1251 1180 71 71 20 SHS AIR PROD AND CHEMICALS P 2019-03-14 2024-01-05 5313 5698 -385 -385 50 SHS AIR PROD AND CHEMICALS P 2019-03-14 2024-01-05 13283 9239 4044 4044 230 SHS MORGAN STANLEY P 2020-02-11 2024-02-28 19864 12851 7013 7013 49 SHS ABBVIE INC P 2020-01-03 2024-04-10 8282 4360 3922 3922 33 SHS HOULIHAN LOKEY INC P 2022-12-16 2024-04-19 4122 3026 1096 1096 18 SHS REPUBLIC SERVICES P 2023-09-13 2024-04-19 3374 2686 688 688 321.9580 SH DELAWARE IVY MID CAP GROWTH P 2020-05-31 2024-05-03 10000 9685 315 315 407.591 SHS VANGUARD SM CAP VALUE P 2020-05-31 2024-05-03 32000 29237 2763 2763 44 SHS AMERIPRISE FINL P 2021-06-22 2023-06-01 13093 10712 2381 2381 210 SHS CENTENE CORP P 2019-05-13 2023-08-17 13370 11412 1958 1958 100 SHS CENTENE CORP P 2019-11-25 2023-08-17 6367 6014 353 353 63 SHS VERALTO CORP P 2019-07-31 2023-10-05 4936 1739 3197 3197 130 SHS AMETEK INC P 2019-02-08 2024-01-05 20914 9736 11178 11178 305 SHS BELLRING BRAND INC P 2022-06-28 2024-01-05 15710 7554 8156 8156 14 SHS UNITED RENTALS INC P 2019-10-30 2024-01-05 7738 1889 5849 5849 220 SHS POST HOLDING INC P 2017-08-14 2024-01-23 20240 12982 7258 7258 170 SHS ABBVIE P 2020-01-16 2024-04-03 30589 15169 15420 15420 360 SHS MONSTER BEVERAGE CORP P 2020-09-09 2024-04-30 20871 14850 6021 6021 CAPITAL GAINS DIVIDENDS P 7421 7421 7421 172032 2914 0 2914 0 2914 2268 0 0 0 2268 10 656 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A ANDREW NEWMAN 3147276400 8235 FORSYTH BLVD ST LOUIS MO 63105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREW NEWMAN 8235 FORSYTH BLVD SUITE 207 ST LOUIS MO 63105 PRES, SEC & DIR 1.00 0 0 0 HOPE EDISON 8235 FORSYTH BLVD SUITE 207 ST LOUIS MO 63105 V.P. & DIR 0.00 0 0 0 STEVEN L FINERTY 100 S BRENTWOOD ST LOUIS MO 63105 TREAS & DIR 0.00 0 0 0 MARILYN S EDISON 8235 FORSYTH BLVD SUITE 207 ST LOUIS MO 63105 V.P. & DIR 0.00 0 0 0 NONE 0 NONE 0 0 3340194 39321 0 3379515 0 0 3379515 50693 3328822 166441 166441 2914 2914 163527 0 163527 0 163527 176800 0 176800 163527 145527 0 0 176800 145527 0 0 31273 0 0 0 0 0 0 0 0 132254 0 0 0 X BARNES JEWISH HOSPITAL 1 BARNES JEWISH HOSPITAL ST LOUIS MO 63110 501 C 3 ANNUAL GIFT 5000 DONALD DANFORTH PLANT SCIENCE CTR 975 N WARSON RD ST LOUIS MO 63132 501 C 3 ANNUAL GIFT 5000 EP & EE NEWMAN CHARITABLE FOUNDATION PO BOX 50376 ST LOUIS MO 63105 RELATED ENTITY 501 C 3 ANNUAL GIFT 4800 INTERNATIONAL INSTITUTE OF ST LOUIS 3401 ARSENAL ST ST LOUIS MO 63118 501 C 3 ANNUAL GIFT 5000 JOHN BURROUGHS SCHOOL 755 S PRICE RD ST LOUIS MO 63124 501 C 3 ANNUAL GIFT 50000 MISSOURI BAPTIST MEDICAL CENTER 3015 N BALLAS RD ST LOUIS MO 63131 501 C 3 ANNUAL GIFT 5000 MISSOURI BOTANICAL GARDEN 4344 SHAW BLVD ST LOUIS MO 63110 501 C 3 ANNUAL GIFT 5000 MISSOURI COLLEGES FUND 3401 W TRUMAN BLVD JEFFERSON CITY MO 65109 501 C 3 ANNUAL GIFT 1000 MISSOURI HISTORY MUSEUM 5700 LINDELL BLVD ST LOUIS MO 63112 501 C 3 ANNUAL GIFT 5000 NATIONAL ALLIANCE ON MENTAL ILLNESS 1810 CRAIG RD STE 124 ST LOUIS MO 63146 501 C 3 ANNUAL GIFT 1000 NINE NETWORK OF PUBLIC MEDIA 3655 OLIVE STREET ST LOUIS MO 63108 501 C 3 ANNUAL GIFT 5000 OPERATION FOOD SEARCH 1644 LOTSIE BLVD ST LOUIS MO 63132 501 C 3 ANNUAL GIFT 5000 PARENTS AS TEACHERS 100 N SAPPINGTON RD ST LOUIS MO 63122 501 C 3 ANNUAL GIFT 5000 PLANNED PARENTHOOD 4251 FOREST PARK AVE ST LOUIS MO 63108 501 C 3 ANNUAL GIFT 5000 ST LOUIS AREA FOOD BANK 70 CORPORATE WOODS DR BRIDGETON MO 63044 501 C 3 ANNUAL GIFT 5000 ST LOUIS ART MUSEUM 1 FINE ARTS DR ST LOUIS MO 63110 501 C 3 ANNUAL GIFT 5000 ST LOUIS CHILDREN'S HOSPITAL 1 CHILDRENS PLACE ST LOUIS MO 63110 501 C 3 ANNUAL GIFT 5000 ST LOUIS SCIENCE CENTER 5050 OAKLAND AVE ST LOUIS MO 63110 501 C 3 ANNUAL GIFT 5000 ST LOUIS SYMPHONY ORCHESTRA 718 N GRAND BLVD ST LOUIS MO 63103 501 C 3 ANNUAL GIFT 17500 ST LOUIS ZOO 1 GOVERNMENT DR ST LOUIS MO 63110 501 C 3 ANNUAL GIFT 5000 UNITED WAY OF GREATER ST LOUIS 910 NORTH 11ST STREET ST LOUIS MO 63101 501 C 3 ANNUAL GIFT 25000 WASHINGTON UNIVERSITY EDISON THEATRE 6465 FORSYTH BLVD ST LOUIS MO 63105 501 C 3 ANNUAL GIFT 2500 176800 0 14 83 14 55550 14 83 18 172032 0 227748 0 227748 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4500 4500 0 INVESTMENTS 2375756 3627675 INVESTMENT INCOME 83 83 83 ADVISORY FEES 10108 10108 0 ANNUAL REGISTRATION 10 10 0 EXCISE TAXES 2850 0 0