2026-04-02T10:48:10-05:00 2025-12-31 431428008 SWINK COPLEN & COMPANY PC 3890 SOUTH LINDBERGH BLVD SAINT LOUIS MO 63127 990PF 2025-01-01 436852688 JANE M AND BRUCE P ROBERT CHARITABLE FOUNDATION JANE 3148213546 202 GREENBRIAR ESTATES DRIVE ST LOUIS MO 63122 JANE M ROBERT TRUSTEE 3146025292 2026-03-28 1 JACOB POTTER P00919303 3148422001 2025 2025-03-06 01:10:19Z X 4884798 X 0 X 255 255 90672 90672 3048 13111 3048 93975 93975 0 0 0 4500 0 0 22875 22875 0 3102 3102 0 263 0 0 30740 25977 0 208035 208035 238775 25977 208035 -144800 67998 186590 21870 21870 2543422 2563342 4862928 2730012 2585212 4884798 0 0 X 1785293 1785293 0 0 944719 799919 2730012 2585212 2730012 2585212 2730012 -144800 0 2585212 0 2585212 SPDR S&P 500 ETF TRUST 20 SHS 2025-04-07 2025-07-14 12471 10063 2408 2408 CAPITAL GAINS DIVIDENDS P 640 640 640 3048 945 0 945 0 945 2705 0 0 0 2705 0 1760 1760 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A JANE M BRUCE P ROBERT 3148213546 202 GREENBRIAR ESTATES DRIVE ST LOUIS MO 63122 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANE M ROBERT 202 GREENBRIAR ESTATES DRIVE ST LOUIS MO 63122 TRUSTEE 0.10 0 0 0 BRUCE P ROBERT 202 GREENBRIAR ESTATES DRIVE ST LOUIS MO 63122 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 4427179 25985 0 4453164 0 0 4453164 66797 4386367 219318 219318 945 945 218373 0 218373 0 218373 208035 0 208035 218373 0 0 35085 35085 208035 0 0 0 208035 0 10338 10338 24747 0 0 0 0 0 0 0 24747 24747 JANE M ROBERT BRUCE P ROBERT X AARP FOUNDATION 601 E STREET NW WASHINGTON DC 20049 N/A SO I GENERAL CONTRIBUTION 150 AAUW WEBSTER KIRKWOOD 1310 L STREET NW SUITE 1000 WASHINGTON DC 20005 N/A SO I GENERAL CONTRIBUTION 500 ACLU 906 OLIVE STREET SUITE 1130 ST LOUIS MO 63101 N/A SO I GENERAL CONTRIBUTION 250 ALLIANCE FRANCAISE OF DU PAGE PO BOX 3992 NAPERVILLE IL 60567 N/A SO I GENERAL CONTRIBUTION 200 ALLIANCE FRANCAISE OF MILWAUKEE 1800 E CAPITOL DR MILWAUKEE WI 53211 N/A SO I GENERAL CONTRIBUTION 1500 ALLIANCE FRANCAISE OF SARASOTA 715 N WASHINGTON BLVD SARASOTA FL 34236 N/A SO I GENERAL CONTRIBUTION 125 AMERICAN HEART ASSOCIATION 460 N LINDBERGH BLVD ST LOUIS MO 63141 N/A SO I GENERAL CONTRIBUTION 300 AMERICAN SOCIETY OF FRENCH LEGION OF HONOR PO BOX 983 HARRIMAN NY 10926 N/A SO I GENERAL CONTRIBUTION 600 AMERICAN SOCIETY OF FRENCH PALMES ACADEMIQUE 382 CENTRAL PARK WEST 12J NEW YORK NY 10158 N/A SO I GENERAL CONTRIBUTION 1125 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 N/A SO I GENERAL CONTRIBUTION 500 ARTS BONITA 10150 BONITA BEACH ROAD SE BONITA SPRINGS FL 34135 N/A SO I GENERAL CONTRIBUTION 100 ASPCA PO BOX 96929 WASHINGTON DC 20090 N/A SO I GENERAL CONTRIBUTION 100 BACKSTOPPERS 10411 CLAYTON ROAD SUITE 203 ST LOUIS MO 63131 N/A SO I GENERAL CONTRIBUTION 1200 BLACK REPERTORY THEATRE 6662 OLIVE BLVD ST LOUIS MO 63130 N/A SO I GENERAL CONTRIBUTION 1500 BUDDY FUND 2827 CLARK AVENUE ST LOUIS MO 63126 N/A SO I GENERAL CONTRIBUTION 200 CHATILLON-DEMENIL HOUSE FOUNDATION 3352 DEMENIL PLACE ST LOUIS MO 63118 N/A SO I GENERAL CONTRIBUTION 100 COLONIAL WILLIAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 N/A SO I GENERAL CONTRIBUTION 150 CONTEMPORARY ART MUSEUM 3750 WASHINGTON BLVD STLOUIS MO 63108 N/A SO I GENERAL CONTRIBUTION 250 DAUGHTERS OF THE AMERICAN REVOLUTION - NANCY HUNTER CHAPT 1776 D STREET NWW WASHINGTON DC 20006 N/A SO I GENERAL CONTRIBUTION 100 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A SO I GENERAL CONTRIBUTION 200 EAGLE SCOUT ASSOCIATION 6840 BEAUMONT RESERVATION HIGH RIDGE MO 63049 N/A SO I GENERAL CONTRIBUTION 300 EVANS SCHOLARSHIP FOUNDATION 2501 PATRIOT BOULEVARD GLENVIEW IL 600268022 N/A SO I GENERAL CONTRIBUTION 1000 FOUNDATION FOR THE RESTORATION OF STE GENEVIEVE 198 SOUTH SECOND STREET PO BOX 88 STE GENEVIEVE MO 63670 N/A SO I GENERAL CONTRIBUTION 500 FRENCH COLONIAL AMERICA 198 MARKET STREET STE GENEVIEVE MO 63670 N/A SO I GENERAL CONTRIBUTION 100 FRENCH HERITAGE SOCIETY 14 EAST 60TH STREET SUITE 605 NEW YORK NY 10022 N/A SO I GENERAL CONTRIBUTION 1000 GULFSHORE PLAYHOUSE 1010 5TH AVE SOUTH SUITE 205 NAPLES FL 34012 N/A SO I GENERAL CONTRIBUTION 250 HUMANE SOCIETY OF MISSOURI 1201 MACKLIND AVENUE ST LOUIS MO 63110 N/A SO I GENERAL CONTRIBUTION 250 INTERNATIONAL INSTITUTE 3401 ARSENAL STREET STLOUIS MO 63118 N/A SO I GENERAL CONTRIBUTION 1300 KIRKWOOD PUBLIC LIBRARY 140 EAST JEFFERSON KIRKWOOD MO 63122 N/A SO I GENERAL CONTRIBUTION 500 LA RENAISSANCE FRANCAISE USA 807 NORTH 148TH AVENUE OMAHA NE 68154 N/A SO I GENERAL CONTRIBUTION 1000 LA SOCIETE FRANCAISE SAINT LOUIS 930 MCKNIGHT BLVD STLOUIS MO 63132 N/A SO I GENERAL CONTRIBUTION 35 LAUMEIER SCULPTURE PARK 12580 ROTT ROAD SAPPINGTON MO 63127 N/A SO I GENERAL CONTRIBUTION 500 LES AMIS 319 N STREET RM 850 STLOUIS MO 63102 N/A SO I GENERAL CONTRIBUTION 500 LOYOLA ACADEMY OF ST LOUIS 3851 WASHINGTON BLVD ST LOUIS MO 63108 N/A SO I GENERAL CONTRIBUTION 3500 MACULAR DEGENERATION RESEARCH 5969 CATTLERIDGE BLVD SUITE 100 SARASOTA FL 34236 N/A SO I GENERAL CONTRIBUTION 300 MARIAN MIDDLE SCHOOL 4130 WYOMING STREET STLOUIS MO 63116 N/A SO I GENERAL CONTRIBUTION 3500 MAYO CLINIC 200 1ST ST SW ROCHESTER MN 55905 N/A SO I GENERAL CONTRIBUTION 500 METROPOLITAN MUSEUM OF ART 1000 5TH AVE NEW YORK NY 10028 N/A SO I GENERAL CONTRIBUTION 210 MISSOURI BOTANICAL GARDEN 4344 SHAW BOULEVARD ST LOUIS MO 63110 N/A SO I GENERAL CONTRIBUTION 2500 MISSOURI HISTORICAL SOCIETY 5700 LINDELL BLVD ST LOUIS MO 63122 N/A SO I GENERAL CONTRIBUTION 1000 NATIONAL AIR & SPACE MUSEUM 650 JEFFERSON DR SW WASHINGTON DC 20004 N/A SO I GENERAL CONTRIBUTION 100 NATIONAL GEOGRAPHIC 1145 17TH STREET NW WASHINGTON DC 20036 N/A SO I GENERAL CONTRIBUTION 300 NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH STREET NW SUITE 700 WASHINGTON DC 20001 N/A SO I GENERAL CONTRIBUTION 100 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DRIVE RESTON VA 20190 N/A SO I GENERAL CONTRIBUTION 75 NATURE CONSERVANCY 2816 SUTTON BLVD 2 ST LOUIS MO 63143 N/A SO I GENERAL CONTRIBUTION 150 NEW LINE THEATER 3800-A KEOKUK STREET STLOUIS MO 63116 N/A SO I GENERAL CONTRIBUTION 1500 NEW YORK UNIVERSITY - MAISON FRANCAISE 25 WEST FOURTH STREET 4TH FLOOR NEW YORK NY 10012 N/A SO I GENERAL CONTRIBUTION 1000 NINE NETWORK (KETC) 3655 OLIVE STREEET ST LOUIS MO 63108 N/A SO I GENERAL CONTRIBUTION 2500 NOW FOUNDATION 1100 H STREET NW SUITE 300 WASHINGTON DC 20005 N/A SO I GENERAL CONTRIBUTION 125 OI FOUNDATION 656 QUINCE ORCHARD ROAD SUITE 65 GAITHERSBURG MD 20878 N/A SO I GENERAL CONTRIBUTION 500 OPERA LAFAYETTE 921 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 N/A SO I GENERAL CONTRIBUTION 1000 OPERA THEATRE OF STLOUIS 210 HAZEL AVENUE STLOUIS MO 63119 N/A SO I GENERAL CONTRIBUTION 200 PETER & PAUL COMMUNITY SERVICE 2612 WYOMING STREET ST LOUIS MO 63118 N/A SO I GENERAL CONTRIBUTION 1000 PROUD ART STL 214 GREENBRIAR ESTATES DR ST LOUIS MO 63122 N/A SO I GENERAL CONTRIBUTION 2300 REPERTORY THEATRE OF ST LOUIS 130 EDGAR ROAD STLOUIS MO 63119 N/A SO I GENERAL CONTRIBUTION 102750 ROAD SCHOLARS (ELDERHOSTEL) 11 AVENUE DE LAFAYETTE BOSTON MA 02111 N/A SO I GENERAL CONTRIBUTION 100 SALVATION ARMY PO BOX 21787 STLOUIS MO 63109 N/A SO I GENERAL CONTRIBUTION 500 SHELDON ART GALLERY 3648 WASHINGTON BLVD STLOUIS MO 63108 N/A SO I GENERAL CONTRIBUTION 500 SID JACOBSON JEWISH COMMUNITY CENTER 300 FOREST DR GREENVALE NY 11548 N/A SO I GENERAL CONTRIBUTION 500 SISTERS OF ST JOSEPH CARONDELET 6400 MINNESOTA AVENUE STLOUIS MO 63111 N/A SO I GENERAL CONTRIBUTION 500 SMITHSONIAN PO BOX 37012 MRC 712 WASHINGTON DC 20013 N/A SO I GENERAL CONTRIBUTION 500 SOCIETY OF ST VINCENT DE PAUL 1310 PAPIN STREET STLOUIS MO 63103 N/A SO I GENERAL CONTRIBUTION 250 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 N/A SO I GENERAL CONTRIBUTION 150 ST GERARD MAJELLA 17971 DOUGHERTY FERRY ROAD STLOUIS MO 63122 N/A SO I GENERAL CONTRIBUTION 1500 ST LOUIS ART MUSEUM ONE FINE ARTS DRIVE FOREST PARK STLOUIS MO 63110 N/A SO I GENERAL CONTRIBUTION 3500 ST LOUIS ART WORKS 5959 DELMAR BLVD ST LOUIS MO 63112 N/A SO I GENERAL CONTRIBUTION 1000 ST LOUIS LANGUAGE IMMERSION SCHOOL (SLLIS) 1881 PINE STREET STLOUIS MO 63103 N/A SO I GENERAL CONTRIBUTION 3000 ST LOUIS PUBLIC LIBRARY 1415 OLIVE STREET STLOUIS MO 63103 N/A SO I GENERAL CONTRIBUTION 1200 ST LOUIS PUBLIC RADIO 3651 OLIVE STREET STLOUIS MO 63108 N/A SO I GENERAL CONTRIBUTION 5000 ST LOUIS SCIENCE CENTER 5050 OAKLAND AVENUE STLOUIS MO 63110 N/A SO I GENERAL CONTRIBUTION 600 ST LOUIS SYMPHONY ORCHESTRA 718 NORTH GRAND BOULEVARD STLOUIS MO 63103 N/A SO I GENERAL CONTRIBUTION 3500 ST LOUIS UNIVERSITY LAW SCHOOL 1 NORTH GRAND BLVD STLOUIS MO 63103 N/A SO I GENERAL CONTRIBUTION 5000 ST LOUIS UNIVERSITY 1 NORTH GRAND BLVD STLOUIS MO 63103 N/A SO I GENERAL CONTRIBUTION 11000 ST LOUIS ZOO 1 GOVERNMENT DRIVE STLOUIS MO 63110 N/A SO I GENERAL CONTRIBUTION 500 SUPREME COURT HISTORICAL SOCIETY 244 EAST CAPITOL STREET NE WASHINGTON DC 20003 N/A SO I GENERAL CONTRIBUTION 150 TENNESSEE WILLIAMS ANNUAL FESTIVAL 3301 WASHINGTON AVENUE SUITE 2F STLOUIS MO 63103 N/A SO I GENERAL CONTRIBUTION 1000 UNCF 1805 7TH STREET NW WASHINGTON DC 20001 N/A SO I GENERAL CONTRIBUTION 4000 UNITED WAY DE TOCQUEVILLE SOCIETY 701 N FAIRFAX STREET ALEXANDRIA VA 22314 N/A SO I GENERAL CONTRIBUTION 10000 UNIVERSITY OF MISSOURI COLUMBIA - FRENCH DEPT 317 LOWRY HALL COLUMBIA MO 65211 N/A SO I GENERAL CONTRIBUTION 5000 UNIVERSITY OF MISSOURI ST LOUIS 1 UNIVERSITY BLVD ST LOUIS MO 63121 N/A SO I GENERAL CONTRIBUTION 5000 UPSTREAM THEATRE 3310 SAMUEL SHEPARD DR ST LOUIS MO 63103 N/A SO I GENERAL CONTRIBUTION 1500 VIANNEY 1311 S KIRKWOOD ROAD STLOUIS MO 63122 N/A SO I GENERAL CONTRIBUTION 750 WEBSTER-KIRKWOOD TIMES 122 W LOCKWOOD AVE 2 WEBSTER GROVES MO 63119 N/A SO I GENERAL CONTRIBUTION 100 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 N/A SO I GENERAL CONTRIBUTION 140 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 N/A SO I GENERAL CONTRIBUTION 100 208035 0 14 255 14 90672 01 18 3048 0 93975 0 93975 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX RETURN PREPARATION FEES 4500 0 0 ABBVIE INC SHS 830 82472 189647 ALPHABET INC SHS 1200 50064 376560 AMAZON COM INC SHS 900 40703 207738 AMERIPRISE FINANCIAL SHS 410 43159 201039 APPLE INC SHS 900 10504 244674 BARCLAYS BANK PLC SHS 2,755 92844 103616 CAMDEN PROPERTY SHS 900 83629 99072 CATERPILLAR SHS 325 50827 186183 CIGNA CORPORATION SHS 470 20190 129358 CONSTELLATION BRANDS INC SHS 280 55140 38629 CORNING INC SHS 1,390 24985 121708 FIRST SOLAR INC SHS 1,000 55451 261230 ISHARES TRUST TIPS BD ETF SHS 440 45909 48360 ISHARES TRUST IBOXX HI YD ETF SHS 2,700 231582 217701 ISHARES TRUST PFD AND INCM SEC ETF SHS 5,648 208716 174862 JP MORGAN CHASE & CO SHS 800 25274 257776 MONDELEZ INTL INC SHS 1,315 75067 70786 NETFLIX INC SHS 2200 31911 206272 PROLOGIS INC SHS 600 57297 76596 TESLA INC SHS 630 13420 283324 VANGUARD SHS 645 25729 34675 WISDOMTREE TRUST SHS 1,170 54825 54651 BAIRD FUNDS SHS 26,034.332 281703 258781 COMMERCE FUNDS SHS 21,542.29 435891 392285 ALBEMARLE CORP SHS 235 40255 33238 ATMOS ENERGY SHS 410 39889 68728 HALOZYME SHS 860 39861 57878 CITIGROUP INC SHS 750 35197 87518 WALT DISNEY CO SHS 600 79434 68262 BLACKROCK, INC. SHS 60 38969 64220 YUM! BRANDS, INC. SHS 330 38904 49922 NVIDIA CORP SHS 300 38017 55950 ISHARES BITCOIN TRUST ETF SHS 1350 49206 67028 GRAYSCALE BITCOIN MINI TRUST SHS 200 4816 7746 MICROSOFT INC SHS 100 41559 48362 VISTRA CORP SHS 115 19943 18553 MISCELLANEOUS EXPENSES 263 0 0 INVESTMENT EXPENSES 22875 22875 0 FOREIGN TAX PAID 602 602 0 FEDERAL TAXES PAID 2500 2500 0