2025-09-03T11:21:49-05:00 2025-05-31 431870213 WILHELM & WILHELM LLC 7777 BONHOMME AVE 2001 ST LOUIS MO 631051946 990PF 2024-06-01 436047207 EDISON FAMILY FOUNDATION EDIS 3147276400 8235 FORSYTH BLVD 207 ST LOUIS MO 631051621 ANDREW E NEWMAN DIRECTOR 3147276400 2025-08-20 1 0 STEVEN R WILHELM P01214093 3147271155 2024 2025-03-06 01:10:19Z X 3777576 X X 90 90 64465 64465 278754 962939 278754 343309 343309 0 0 0 4700 4700 0 15593 13193 2400 2935 11 0 7070 7070 0 30298 24974 2400 133000 133000 163298 24974 135400 180011 318335 19578 196029 196029 2268 2920 2920 2375756 2378664 3578627 2397602 2577613 3777576 0 0 X 0 0 0 0 2397602 2577613 2397602 2577613 2397602 2577613 2397602 180011 0 2577613 0 2577613 633.061 SHS ISHARES CORE S&P SMALL CAP ETF P 2017-08-14 2025-04-25 62779 43750 19029 19029 12.4458 SHS ISHARES CORE S&P SMALL CAP ETF P 2017-12-27 2025-04-25 1234 962 272 272 9.8708 SHS ISHARES CORE S&P SMALL CAP ETF P 2018-03-29 2025-04-25 979 758 221 221 9.2984 SHS ISHARES CORE S&P SMALL CAP ETF P 2018-07-03 2025-04-25 922 787 135 135 10.7526 SHS ISHARES CORE S&P SMALL CAP ETF P 2018-10-03 2025-04-25 1066 917 149 149 11.01 SHS ISHARES CORE S&P SMALL CAP ETF P 2019-03-27 2025-04-25 1092 838 254 254 10.5614 SHS ISHARES CORE S&P SMALL CAP ETF P 2019-06-24 2025-04-25 1047 810 237 237 312 SHS ISHARES CORE S&P SMALL CAP ETF P 2023-08-24 2025-04-25 30940 30851 89 89 1007.829 SHS DELAWARE IVY MID CAP GROWTH I P 2020-05-15 2024-08-27 31202 30316 886 886 58.062 SHS DELAWARE IVY MID CAP GROWTH I P 2023-08-24 2024-08-27 1798 1690 108 108 1061.828 SHS DELAWARE IVY MID CAP GROWTH I P 2023-08-24 2024-11-29 35635 30910 4725 4725 1170.96 SHS TWEEDY, BROWNE INTERNATIONAL VALUE FUND P 2021-11-30 2025-03-31 32119 35000 -2881 -2881 908.1 SHS TWEEDY, BROWNE INTERNATIONAL VALUE FUND P 2022-05-03 2025-03-31 24909 25000 -91 -91 319.413 SHS VANGUARD SMALL CAP VALUE INDEX ADMIRAL P 2022-11-15 2024-08-27 27000 22912 4088 4088 384.804 SHS VANGUARD SMALL CAP VALUE INDEX ADMIRAL P 2022-11-15 2025-03-31 30792 27602 3190 3190 5050.505 SHS VANGUARD DEVELOPED MARKETS INDEX ADMIRAL P 2017-08-14 2025-04-25 85000 68288 16712 16712 2009.86 SHS WCM FOCUSED INTERNATIONAL GROWTH INSTL P 2017-08-14 2024-08-27 53000 29489 23511 23511 101 SHS ABBVIE INC P 2020-01-03 2024-07-01 17471 8986 8485 8485 1 SHS ACCENTURE PLC IRELAN A P 2022-10-04 2024-10-11 361 274 87 87 11 SHS ACCENTURE PLC IRELAN A P 2022-10-04 2024-12-02 3937 3013 924 924 5 SHS AUTOMATIC DATA PROCE P 2020-11-17 2024-10-11 1436 880 556 556 14 SHS AUTOMATIC DATA PROCE P 2020-11-17 2024-12-02 4272 2464 1808 1808 5 SHS AMGEN INC P 2024-07-01 2024-10-11 1611 1594 17 17 19 SHS AMGEN INC P 2024-07-01 2024-12-02 5285 6056 -771 -771 2 SHS AMERIPRISE FINL INC P 2021-09-14 2024-10-11 999 536 463 463 6 SHS AMERIPRISE FINL INC P 2021-09-14 2024-12-02 3393 1609 1784 1784 42 SHS AMERIPRISE FINL INC P 2021-09-14 2025-04-25 19668 11260 8408 8408 5 SHS BROADCOM INC P 2024-08-12 2024-10-11 896 741 155 155 15 SHS BROADCOM INC P 2024-08-12 2024-12-02 2518 2222 296 296 15 SHS BOOZ ALLEN HAMILTON A P 2022-05-24 2024-10-11 2401 1253 1148 1148 30 SHS BOOZ ALLEN HAMILTON A P 2022-05-24 2024-12-02 4493 2505 1988 1988 1 SHS BLACKROCK INC NEW P 2020-04-21 2024-10-11 992 474 518 518 4 SHS BLACKROCK INC NEW P 2020-04-21 2024-12-02 4080 1894 2186 2186 22 SHS BLACKROCK INC NEW P 2020-04-21 2025-01-02 22418 10420 11998 11998 2 SHS BLACKROCK INC NEW P 2024-04-17 2025-01-02 2038 1511 527 527 15 SHS BLACKSTONE INC P 2023-03-01 2024-10-11 2273 1352 921 921 29 SHS BLACKSTONE INC P 2023-03-01 2024-12-02 5444 2614 2830 2830 30 SHS CARLYLE GROUP INC P 2022-08-03 2024-10-11 1426 1159 267 267 83 SHS CARLYLE GROUP INC P 2022-08-03 2024-12-02 4380 3205 1175 1175 10 SHS CHEVRON CORP NEW P 2016-11-22 2024-10-11 1512 1106 406 406 8 SHS CHEVRON CORP NEW P 2015-05-26 2024-12-02 1288 832 456 456 15 SHS CHEVRON CORP NEW P 2016-11-22 2024-12-02 2414 1658 756 756 5 SHS EATON CORP PLC P 2017-08-17 2024-10-11 1689 330 1359 1359 11 SHS EATON CORP PLC P 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2024-10-11 686 661 25 25 21 SHS TFI INTL INC P 2024-01-03 2024-12-02 3183 2777 406 406 1 SHS THERMO FISHER SCIENT P 2023-08-03 2024-10-11 596 549 47 47 9 SHS THERMO FISHER SCIENT P 2023-08-03 2024-12-02 4769 4942 -173 -173 5 SHS THOMSON REUTERS CORP P 2023-10-06 2024-10-11 836 626 210 210 13 SHS THOMSON REUTERS CORP P 2023-10-06 2024-12-02 2138 1628 510 510 5 SHS TRACTOR SUPPLY CO P 2022-11-07 2024-10-11 1493 1017 476 476 11 SHS TRACTOR SUPPLY CO P 2022-11-07 2024-12-02 3140 2237 903 903 10 SHS TEXAS INSTRS INC P 2022-12-07 2024-12-02 2022 1739 283 283 5 SHS UNITEDHEALTH GROUP I P 2021-10-21 2024-10-11 2983 2183 800 800 8 SHS UNITEDHEALTH GROUP I P 2021-10-21 2024-12-02 4848 3493 1355 1355 15 SHS EXXON MOBIL CORP P 2022-04-12 2024-10-11 1849 1640 209 209 37 SHS EXXON MOBIL CORP P 2022-04-12 2024-12-02 4340 4046 294 294 367.65852 SHS BELLRING BRANDS INC P 2017-08-17 2024-07-09 20797 7975 12822 12822 22.34148 SHS BELLRING BRANDS INC P 2018-08-08 2024-07-09 1264 540 724 724 140 SHS CDW CORP P 2022-05-12 2024-08-01 30077 23290 6787 6787 70 SHS CDW CORP P 2022-09-16 2024-08-01 15039 11838 3201 3201 480 SHS CARLYLE GROUP INC P 2022-08-03 2025-01-03 24672 18538 6134 6134 250 SHS CARLYLE GROUP INC P 2023-02-06 2025-01-03 12850 9005 3845 3845 80 SHS CHARLES RIVER LABS P 2022-07-06 2024-08-09 16116 18090 -1974 -1974 14 SHS FAIR ISAAC CORP P 2023-02-14 2025-01-03 27804 9771 18033 18033 12 SHS FAIR ISAAC CORP P 2023-02-14 2025-05-27 18316 8375 9941 9941 40 SHS HOME DEPOT INC P 2023-01-04 2025-01-03 15522 12786 2736 2736 400 SHS MARVELL TECHNOLOGY I P 2017-08-17 2024-08-20 27711 6336 21375 21375 40 SHS UNITEDHEALTH GROUP I P 2021-11-09 2025-05-13 12906 18498 -5592 -5592 30 SHS UNITEDHEALTH GROUP I P 2022-03-11 2025-05-13 9679 14673 -4994 -4994 10 SHS UNITEDHEALTH GROUP I P 2024-04-01 2025-05-13 3226 4905 -1679 -1679 21 SHS UNITED RENTALS INC P 2019-10-30 2025-01-03 14525 2833 11692 11692 CAPITAL GAINS DIVIDENDS P 25450 25450 25450 278754 4425 0 4425 0 4425 2920 0 0 0 2920 0 1505 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 3650568 139449 0 3790017 0 0 3790017 56850 3733167 186658 186658 4425 4425 182233 0 182233 0 182233 135400 0 135400 182233 132254 0 0 135400 132254 0 0 3146 0 0 0 0 0 0 0 0 179087 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 INTERNATIONAL INSTITUTE OF ST LOUIS 3401 ARSENAL ST ST LOUIS MO 63118 501 C 3 ANNUAL GIFT 5000 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 GATEWAY PET GUARDIANS 725 N 15TH ST EAST ST LOUIS IL 62205 501 C 3 ANNUAL GIFT 10000 HELPING STRAYS OF MONROE COUNTY 4221 HANOVER RD COLUMBIA IL 62236 501 C 3 ANNUAL GIFT 1000 133000 0 14 90 14 64465 18 278754 0 343309 0 343309 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4700 4700 0 INVESTMENTS 2378664 3578627 ADVISORY FEES 10793 10793 0 OTHER PROFESSIONAL FEES 4800 2400 2400 ANNUAL REGISTRATION 11 11 0 EXCISE TAXES 2924 0 0