2024-05-14T20:41:30-05:00 2023-12-31 480962626 COMMERCE TRUST PO BOX 419248 KANSAS CITY MO 641416248 990PF 2023-01-01 316050202 E F WILDERMUTH FOUNDATION C/O MATTHEW PATTERSON EFWI 3145188387 2517 CASSANDRA MARIE DRIVE BALLWIN MO 63021 ELIZABETH HUGHES ASSISTANT TREASURER 3145188387 2024-05-14 1 ELIZABETH HUGHES 999009999 0 DOUGLAS L NELSON P00013354 8162342000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4439555 X X 8645 8645 92527 92527 28700 28700 17777 46782 1686270 46782 176654 176654 0 0 0 4000 2000 2000 27816 27816 0 22820 9256 0 1643 1213 49098 0 49098 12393 9710 200 117770 49995 51298 179881 179881 297651 49995 231179 -120997 126659 148226 204603 204603 1008 806 806 2295339 1880980 2294105 561263 592812 565763 282509 211422 72299 71087 404638 711892 919058 969640 3790027 3669346 4439555 8853 12160 6487 3244 15340 15404 X 198232 198232 0 0 3576455 3455710 3774687 3653942 3790027 3669346 3774687 -120997 252 3653942 0 3653942 PUBLICLY TRADED SECURITIES 1686270 1639488 46782 46782 46782 1761 0 1761 0 1761 5583 0 0 0 5583 0 3822 3822 0 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 0 0 0 0 1 N/A MATTHEW PATTERSON 3145188387 2517 CASSANDRA MARIE DRIVE BALLWIN MO 63021 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID T PATTERSON 4205 EDGEHILL DRIVE COLUMBUS OH 43220 TRUSTEE 5.00 0 0 0 THOMAS BORTON 114 W 17TH ST GIBSON CITY IL 60936 TRUSTEE 1.00 0 0 0 JONATHON SLAUGHTER 9448 HARBOUR POINTE DR BLOOMINGTON IN 47401 TRUSTEE 1.00 0 0 0 CHRIS CAMPBELL 2252 MARRELL HILL ROAD VALPARAISO IN 46385 VICE-PRESIDENT 5.00 0 0 0 MATTHEW PATTERSON 2517 CASSANDRA MARIE DRIVE BALLWIN MO 63021 TREASURER 5.00 0 0 0 ELIZABETH HUGHES 5725 CENTRAL STREET KANSAS CITY MO 64113 ASSISTANT TREASURER 1.00 0 0 0 JOHN CAMPBELL 5360 N BERKELEY BLVD WHITEFISH BAY WI 53217 CHAIRMAN 1.00 0 0 0 KATHLEEN GLUMAC 1634 ANDOVER ROAD COLUMBUS OH 43212 SECRETARY 1.00 0 0 0 AUSTIN BORTON 1035 E COLFAX PL WHITEFISH BAY WI 53217 TRUSTEE 1.00 0 0 0 MARK GLUMAC 1634 ANDOVER ROAD COLUMBUS OH 43212 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3776818 135902 405444 4318164 0 0 4318164 64772 4253392 212670 212670 1761 1761 210909 0 210909 0 210909 231179 0 231179 210909 0 0 73098 75165 15109 163372 231179 0 0 0 210909 20270 0 0 183642 0 0 0 0 0 0 0 183642 73098 75165 15109 20270 MATTHEW PATTERSON TREASURER 2517 CASSANDRA MARIE DRIVE BALLWIN MO 63021 3145188387 D.MATTHEW.PATTERSON@GMAIL.COM NO SPECIFIC FORM. REQUIRE PROOF OF TAX EXEMPT STATUS. JULY 1ST EACH YEAR NONE BALLET METROPOLITAN 322 MOUNT VERNON AVENUE COLUMBUS OH 43215 NONE PC GENERAL FUND 7500 CASA 373 SOUTH HIGH STREET 15TH FLOOR COLUMBUS OH 43215 NONE PC GENERAL FUND 20000 CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED 3101 MAIN STREET KANSAS CITY MO 64111 NONE PC GENERAL FUND 10000 COMMUNITY KITCHEN 640 S OHIO AVE COLUMBUS OH 43205 NONE PC GENERAL FUND 5000 COMMUNITY OF THE HOLY ROSARY 648 SOUTH OHIO AVE COLUMBUS OH 43205 NONE PC HOLY ROSARY/FOOD PANTRY 18000 CUNNINGHAM CHILDREN'S HOME 1301 N CUNNINGHAM AVE URBANA IL 61802 NONE PC GENERAL FUND 10000 FIRST TEE OF CENTRAL OHIO 7309 E LIVINGSTON AVE REYNOLDSBURG OH 43068 NONE PC GENERAL FUND 5000 INDIANA UNIVERSITY 107 S INDIANA AVE BLOOMINGTON IN 47405 NONE PC GENERAL FUND 30276 MIDWEST ATHLETES AGAINST CHILDHOOD CANCER INC (MACC FUND) 10000 W INNOVATION DR SUITE 135 MILWAUKEE WI 53226 NONE PC THE RINGER 1000 OHIO STATE UNIVERSITY 281 W LANE AVE COLUMBUS OH 43210 NONE PC GENERAL FUND 30105 OHIOANA LIBRARY 274 E 1ST AVE STE 300 COLUMBUS OH 43201 NONE PC GENERAL FUND 3500 PREVENT BLINDNESS OHIO 1500 W THIRD AVE SUITE 200 COLUMBUS OH 43212 NONE PC GENERAL FUND 5000 RONALD MCDONALD HOUSE CENTRAL OHIO 711 E LIVINGSTON AVE COLUMBUS OH 43205 NONE PC GENERAL FUND 5000 ST MARY'S TALL SHIP ALLIANCE 500 CARDINAL CIRCLE SAINT MARYS GA 31558 NONE PC GENERAL FUND 1000 WILDERMUTH CHURCH 3405 CARROLL EARTERN ROAD CARROLL OH 43112 NONE PC BUILDING AND GENERAL FUND 25000 FOAR FROM HOME 2794 LONG BOAT DR FERNANDINA BEACH FL 32034 NONE PC GENERAL FUND 2500 REACH OUT AND READ 2100 W 36 AVE 116 KANSAS CITY KS 66103 NONE PC GENERAL FUND 1000 179881 0 14 8645 14 92527 16 17777 18 46782 CANCELLED GRANT 0 165731 0 165731 11 RETURNED GRANT 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 4000 2000 2000 SHED 1974-01-01 7401 7401 SL 20.000000000000 0 0 SHED ADDITION 1975-01-01 1712 1712 SL 20.000000000000 0 0 CORN CRIB 1976-09-10 509 509 SL 15.000000000000 0 0 GRAIN BIN & DRYER 1977-01-01 16468 14821 SL 15.000000000000 0 0 DRAINAGE TILE 1991-06-01 8131 8131 SL 20.000000000000 0 0 GRAIN BIN-ADJ 1991-06-01 9657 9657 SL 20.000000000000 0 0 TILE INSTALLED 1992-06-01 2243 2243 SL 20.000000000000 0 0 TILE WORK & DITCHING 1992-06-01 7000 7000 SL 20.000000000000 0 0 TILE OUTLET & WATER LINE 1992-06-01 211 211 SL 20.000000000000 0 0 CONCRETE & GRAVEL FOR BIN 1992-06-01 1031 1031 SL 15.000000000000 0 0 BLOCK FOR GRAIN BIN 1992-06-01 338 338 SL 15.000000000000 0 0 WIRING GRAIN BIN 1992-06-01 316 316 SL 15.000000000000 0 0 BARN GARAGE DOOR 1996-01-01 602 602 SL 20.000000000000 0 0 DITCHING FENCE ROWS 1997-08-15 3748 3748 SL 20.000000000000 0 0 FILE TILE 1997-08-15 4021 4021 SL 20.000000000000 0 0 FIELD TILE 1999-01-01 3753 3753 SL 20.000000000000 0 0 FENCING & IMPROVEMENTS 2001-05-17 4700 4700 SL 10.000000000000 0 0 FENCE 2001-12-19 2950 2950 SL 10.000000000000 0 0 TENANT HOUSE & BARN 1969-09-30 10000 10000 SL 30.000000000000 0 0 OIL FURNACE-TENANT HOUSE 1978-01-01 975 878 SL 15.000000000000 0 0 TENANT HOUSE IMPROVEMENTS 1981-01-01 846 846 SL 10.000000000000 0 0 INSULATION-TENANT HOUSE 1978-01-01 1107 1107 SL 10.000000000000 0 0 TENANT HOUSE-FLOOR COVERING 1981-01-01 340 340 SL 10.000000000000 0 0 TENANT HOUSE IMPROVEMENTS 1984-01-01 19617 19617 SL 15.000000000000 0 0 FLOORS-TENANT HOUSE 1986-06-01 1945 1945 SL 10.000000000000 0 0 TENANT HOUSE IMPROVEMENTS 1990-06-01 60980 60980 SL 15.000000000000 0 0 TENANT HOUSE IMPROVEMENTS 1991-06-01 6074 6074 SL 15.000000000000 0 0 MATERIAL AND WINDOWS TENANT HOUSE 1994-12-01 9422 9422 SL 20.000000000000 0 0 WINDOWS-TENANT HOUSE 1994-12-01 4785 4785 SL 20.000000000000 0 0 STORM DOOR-TENANT HOUSE 1996-01-01 202 202 SL 20.000000000000 0 0 AC & WATER HEATER-TENANT HOUSE 1997-08-15 2357 2357 SL 10.000000000000 0 0 ALUM PORCH COLUMNS-TENANT HOUSE 2000-08-22 735 607 SL 27.500000000000 27 27 AERATOR FOR SEPTIC TANK-TE 2000-06-22 413 413 200DB 7.000000000000 0 0 CEILING FANS-TENANT HOUSE 2000-06-22 153 153 200DB 7.000000000000 0 0 LAND 1969-09-30 58000 L 0 0 FIELD TILE 2009-04-03 3269 2201 SL 20.000000000000 163 163 NEW ELECTRIC PANEL 2009-06-10 1620 799 SL 27.500000000000 59 59 CONCRETE STEPS-TENANT HOUSE 2009-06-22 1914 948 SL 27.500000000000 70 70 NEW ROOF-GARAGE AND PORCH 2010-09-10 4137 1844 SL 27.500000000000 150 150 CARPET-DOWNSTAIRS 2011-09-06 1856 1856 SL 10.000000000000 0 0 CARPET-UPSTAIRS 2011-10-19 1354 1354 SL 10.000000000000 0 0 FURNACE 2011-08-19 2400 1840 SL 15.000000000000 160 160 APPLIANCES-RANGE 2011-10-06 585 585 SL 10.000000000000 0 0 APPLIANCES-REFRIGERATOR 2011-10-06 499 499 SL 10.000000000000 0 0 NEW DOWNSTAIR BATH 2012-07-20 1719 659 SL 27.500000000000 63 63 GRAIN BIN 2013-12-22 10414 4754 SL 20.000000000000 521 521 AQR DIVERSIFIED ARBITRAGE FUND 30663 30314 ARTISAN HIGH INCOME FUND 81217 79044 COHEN & STEERS PFD SECURITIES & INCOME FUND CLASS I 32365 30342 DODGE & COX INCOME FD 128913 120589 DOUBLELINE TOTAL RETURN BOND 134463 119082 ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BD FD 152419 156302 VIRTUS ALLIANZGI CONVERTIBLE FD 32772 30090 ABBVIE INC 33103 31769 ADOBE SYS INC 23938 35796 ALPHABET INC CAP STK CL A 69358 86608 AMAZON.COM INC 48046 56674 AMERICAN ELEC PWR INC 15267 13564 AMERICAN TOWER CORP 20930 17055 APPLE INC 39984 119369 APPLIED MATLS INC 9700 23824 BAILLIE GIFFORD EMRG MKTS I 139807 122245 BERKSHIRE HATHAWAY INC DEL 21300 27106 BLACKROCK INC 14887 25166 BOOKING HLDGS INC 13993 17736 BROADCOM INC 18730 23441 CALVERT EMERGING MARKETS EQUITY FUND CLASS I 122011 107681 CHEVRON CORPORATION 20664 27147 CISCO SYSTEMS INC 23684 23239 COCA COLA CO 19911 25340 COMCAST CORP CL A 17807 15348 CVS HEALTH CORPORATION 29851 22740 DISNEY WALT CO 19006 16884 ESG AWARE MSCI EAFE ETF 209485 216120 EXXON MOBIL CORP 16081 15097 HARDING LOEVNER INTL EQUITY INST 130422 141690 HOME DEPOT INC 16547 28071 HONEYWELL INTL INC 28244 28940 ILLINOIS TOOL WKS INC 11974 14669 JOHNSON & JOHNSON 30638 30251 JPMORGAN CHASE & CO 28272 44056 LILLY (ELI) & CO 13742 23317 LINDE PLC COM 11690 16018 LOCKHEED MARTIN CORP 23377 24475 MARATHON PETROLEUM CORP 6921 7863 MASTERCARD INC 20041 32415 MCDONALDS CORP 19588 22535 META PLATFORMS INC CL A 18521 21238 MICROSOFT CORP 34566 123341 MORGAN STANLEY 15073 26203 NEUBERGER BERMAN LONG SHORT INST 41561 42190 NEXTERA ENERGY INC 11589 15853 NIKE INC 18496 14114 NVIDIA CORP 9412 76264 O REILLY AUTOMOTIVE INC 9185 14251 PFIZER INC 27267 14683 PROCTER & GAMBLE CO 27654 31946 PROLOGIS INC 19979 16263 S&P GLOBAL INC 22766 23348 SALESFORCE.COM INC 16287 26840 SCHLUMBERGER LTD 9527 8743 SEAFARER OVERSEAS GR & INCOME INST. 131690 126706 SHERWIN WILLIAMS CO 11642 27759 TESLA, INC 26540 24600 TEXAS INSTRS INC 8038 13637 THERMO FISHER SCIENTIFIC INC 12955 21762 UNITED PARCEL SVC INC 17133 13993 UNITEDHEALTH GROUP INC 16779 37379 WALMART INC 31166 33895 WASTE MGMT INC DEL 17598 20597 WELLS FARGO & COMPANY 18889 16882 ZOETIS INC 17668 17369 SHED 7401 7401 0 SHED ADDITION 1712 1712 0 CORN CRIB 509 509 0 GRAIN BIN & DRYER 16468 14821 1647 DRAINAGE TILE 8131 8131 0 GRAIN BIN-ADJ 9657 9657 0 TILE INSTALLED 2243 2243 0 TILE WORK & DITCHING 7000 7000 0 TILE OUTLET & WATER LINE 211 211 0 CONCRETE & GRAVEL FOR BIN 1031 1031 0 BLOCK FOR GRAIN BIN 338 338 0 WIRING GRAIN BIN 316 316 0 BARN GARAGE DOOR 602 602 0 DITCHING FENCE ROWS 3748 3748 0 FILE TILE 4021 4021 0 FIELD TILE 3753 3753 0 FENCING & IMPROVEMENTS 4700 4700 0 FENCE 2950 2950 0 TENANT HOUSE & BARN 10000 10000 0 OIL FURNACE-TENANT HOUSE 975 878 97 TENANT HOUSE IMPROVEMENTS 846 846 0 INSULATION-TENANT HOUSE 1107 1107 0 TENANT HOUSE-FLOOR COVERING 340 340 0 TENANT HOUSE IMPROVEMENTS 19617 19617 0 FLOORS-TENANT HOUSE 1945 1945 0 TENANT HOUSE IMPROVEMENTS 60980 60980 0 TENANT HOUSE IMPROVEMENTS 6074 6074 0 MATERIAL AND WINDOWS TENANT HOUSE 9422 9422 0 WINDOWS-TENANT HOUSE 4785 4785 0 STORM DOOR-TENANT HOUSE 202 202 0 AC & WATER HEATER-TENANT HOUSE 2357 2357 0 ALUM PORCH COLUMNS-TENANT HOUSE 735 634 101 AERATOR FOR SEPTIC TANK-TE 413 413 0 CEILING FANS-TENANT HOUSE 153 153 0 LAND 58000 0 58000 FIELD TILE 3269 2364 905 NEW ELECTRIC PANEL 1620 858 762 CONCRETE STEPS-TENANT HOUSE 1914 1018 896 NEW ROOF-GARAGE AND PORCH 4137 1994 2143 CARPET-DOWNSTAIRS 1856 1856 0 CARPET-UPSTAIRS 1354 1354 0 FURNACE 2400 2000 400 APPLIANCES-RANGE 585 585 0 APPLIANCES-REFRIGERATOR 499 499 0 NEW DOWNSTAIR BATH 1719 722 997 GRAIN BIN 10414 5275 5139 ALLSPRING FUNDS SPECIAL SMALL CAP VALUE CLASS INSTL AT COST 67566 70538 BOSTON PARTNERS EMRG MKTS L S INST AT COST 8645 8070 COHEN & STEERS REALTY SHARES I AT COST 71776 71494 CONESTOGA FDS SMALL CAP INSTL AT COST 68461 72548 CREDIT SUISSE OPPORTUNITY FDS AT COST 11896 10149 DEUTSCHE REAL ASSETS INST AT COST 48471 46509 DODGE & COX INTL STOCK FUND AT COST 132821 140359 EATON CORP PLC SHS AT COST 17128 25527 FIDELITY INTERNATIONAL INDEX AT COST 130237 140345 FIDELITY SMALL CAP AT COST 31882 37912 FIDELITY MID CAP INDEX INSTL PREM AT COST 70218 80065 GRANDEUR PEAK INTL STALWARTS INST AT COST 72930 78328 ISHARES S&P GLOB INFRAS INDEX FD AT COST 39988 39287 RBB FD ABBEY CP STR I AT COST 26966 24215 SPDR PORTFOLIO S&P 400 MID CAP ETF AT COST 58618 63044 STONE RIDGE HIGH YIELD CL I AT COST 25278 25241 VANGUARD MID-CAP GROWTH INDEX AT COST 36177 36009 INSURANCE 2483 0 0 OHIO REGISTRATION 200 0 200 FARM INSURANCE 3223 3223 0 FARM EXPENSES 6487 6487 0 BOOK/TAX DIFFERENCE 252 FARM EXPENSE PAYABLE 6487 3244 INVESTMENT MGT FEES 27816 27816 0 TAXES PAID 13564 0 0 RE TAXES PAID 9256 9256 0