2025-05-06T17:35:03-05:00 2024-12-31 431870213 WILHELM & WILHELM LLC 7777 BONHOMME AVE 2001 ST LOUIS MO 631051946 990PF 2024-01-01 463396538 ERIC P & EVELYN E NEWMAN CHARITABLE FOUNDATION DTD 8/1/2013 ERIC 3147276400 PO BOX 50376 SAINT LOUIS MO 631055376 ANDREW E NEWMAN DIRECTOR 3147276400 2025-04-23 1 0 STEVEN R WILHELM P01214093 3147271155 2024 2025-03-06 01:10:19Z X 59325293 X X 251715 251715 779727 752164 5301650 14638284 5301650 2023 2023 6335115 6307552 0 0 0 8582 4291 4291 5000 5000 0 153594 153594 0 75843 23956 0 9968 4984 0 252987 191825 4291 4744000 4744000 4996987 191825 4748291 1338128 6115727 151681 182470 182470 66736 51876 51876 55780876 59090947 59090947 55999293 59325293 59325293 0 0 X 0 0 0 0 55999293 59325293 55999293 59325293 55999293 59325293 55999293 1338128 1987872 59325293 0 59325293 CS #6693 LT COVERED P 3163555 2297999 865556 865556 SPDR GOLD SHS ETF P 2024-01-16 75 75 75 SPDR GOLD SHS ETF P 2024-02-09 76 76 76 SPDR GOLD SHS ETF P 2024-03-18 69 69 69 SPDR GOLD SHS ETF P 2024-04-10 78 78 78 SPDR GOLD SHS ETF P 2024-05-10 82 82 82 SPDR GOLD SHS ETF P 2024-06-14 86 86 86 SPDR GOLD SHS ETF P 2024-07-16 81 81 81 SPDR GOLD SHS ETF P 2024-08-15 86 86 86 SPDR GOLD SHS ETF P 2024-09-13 88 88 88 SPDR GOLD SHS ETF P 2024-10-18 88 88 88 SPDR GOLD SHS ETF P 2024-11-15 99 99 99 SPDR GOLD SHS ETF P 2024-12-09 94 94 94 CS #3552 LT COVERED P 241062 167996 73066 73066 CS #0514 ST COVERED P 30222 25228 4994 4994 CS #0514 LT COVERED P 540917 357167 183750 183750 CS #9761 ST COVERED P 49973 53915 -3942 -3942 CS #9761 LT COVERED P 376861 232937 143924 143924 CS #9250 ST COVERED P 986461 831720 154741 154741 CS #9250 LT COVERED P 7104123 3754065 3350058 3350058 EXXON MOBIL CORP P 2022-05-10 2024-05-06 17 15 2 2 COSTCO WHOLESALE 2.75% 5/18/24 P 2023-07-12 2024-05-20 60000 60000 0 0 US TREASURY 2.5% 5/15/24 P 2023-07-12 2024-05-15 150000 150000 0 0 EXPRESS SCRIPTS 3.5% 6/15/24 P 2015-09-04 2024-08-05 150000 150000 0 0 OREGON ST DPT TRAN HWY 0.566% P 2022-04-13 2024-11-15 120000 120000 0 0 NY ST DORM AUTH REVS 0.67% P 2022-04-13 2024-07-01 150000 150000 0 0 MERRILL LYNCH #2006 LT COVERED P 989000 985592 3408 3408 CAPITAL GAINS DIVIDENDS P 525091 525091 525091 5301650 85009 0 85009 0 85009 51876 0 0 0 51876 X 392 33525 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 ANDREW E NEWMAN PO BOX 50376 CLAYTON MO 63105 DIRECTOR 3.00 0 0 0 LINDA N SCHAPIRO PO BOX 50376 CLAYTON MO 63105 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 59486831 164806 0 59651637 0 0 59651637 894775 58756862 2937843 2937843 85009 85009 2852834 0 2852834 0 2852834 4748291 0 4748291 2852834 2594422 0 0 4748291 2594422 0 0 2153869 0 0 0 0 0 0 0 0 698965 0 0 0 X ACADEMY OF THE SACRED HEART 619 N 2ND ST ST CHARLES MO 63301 NONE PC ANNUAL CONTRIBUTION 10000 BARNES JEWISH HOSPITAL 1 BARNES-JEWISH HOSPITAL PLAZA ST LOUIS MO 63110 NONE PC EVELYN'S HOUSE, TARGETED GOALS OF CARE 700000 BUSINESS OF SPORTS SCHOOL FRIENDS OF 439 W 49TH STREET NEW YORK NY 10019 NONE PC EDUCATIONAL SUPPORT 15000 CAMP NEBAGAMON 11454 E CAMP NEBAGAMON DR LAKE NEBAGAMON WI 54849 NONE PC ANNUAL CONTRIBUTION 20000 CHILDREN'S ORGAN TRANSPLANT ASSOCIATION 2501 WEST COTA DRIVE BLOOMINGTON IN 47403 NONE PC ANNUAL CONTRIBUTION 2000 FOREST PARK FOREVER 5595 GRAND DRIVE ST LOUIS MO 63112 NONE PC BASKETBALL COURTS, PLAYSCAPE PROGRAM, ENTRY AT FOUR CORNERS 545000 HARVARD UNIVERSITY 86 BRATTLE ST CAMBRIDGE MA 02138 NONE PC BUSINESS SCHOOL CLASS REUNION FUND 30000 JOHN BURROUGHS SCHOOL 755 S PRICE ROAD ST LOUIS MO 63124 NONE PC EDUCATIONAL AND BUILDING SUPPORT 50000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE PC EDUCATIONAL SUPPORT 100000 MISSOURI HISTORICAL SOCIETY 5700 LINDELL BLVD ST LOUIS MO 63112 NONE PC WORLD'S FAIR EXHIBIT 200000 MUSEUM OF COLLECTIONS 8235 FORSYTH BLVD STE 207 ST LOUIS MO 63105 COMMON BOARD OF DIRECTORS PC ANNUAL CONTRIBUTION 100000 ROSE BOWL INSTITUTE 1001 ROSE BOWL DR PASADENA CA 91103 NONE PC GENERAL GIFT 2000 SAINT LOUIS ZOO 1 GOVERNMENT DRIVE ST LOUIS MO 63110 NONE PC ANNUAL CONTRIBUTION, BEST PRACTICES VISITS 1015000 ST LOUIS SYMPHONY 718 N GRAND BLVD ST LOUIS MO 63103 NONE PC CAPITAL CAMPAIGN 300000 SWARTHMORE COLLEGE 500 COLLEGE AVE SWARTHMORE PA 19081 NONE PC CHESTER CHILDREN'S CHORUS 50000 THE MAGIC HOUSE 516 S KIRKWOOD ROAD ST LOUIS MO 63122 NONE PC PLAYDATE IN THE PLAYSCAPE 25000 UNITED WAY OF GREATER ST LOUIS 910 N 11TH STREET ST LOUIS MO 63101 NONE PC ANNUAL CONTRIBUTION 15000 WASHINGTON UNIVERSITY 1 BROOKINGS DRIVE ST LOUIS MO 63130 NONE PC NEWMAN CAMPUS PLANNING FUND, CHILDHOOD UNDERNUTRITION 1565000 4744000 0 14 251715 14 779727 14 2023 18 5301650 0 6335115 0 6335115 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5000 5000 0 THIS ORGANIZATION ELECTS TO HAVE THE EXCESS CONTRIBUTIONS FROM 2016 APPLIED TO THE PRIOR YEAR UNDISTRIBUTED INCOME BECAUSE THESE CONTRIBUTIONS WERE USED TO SATISFY THIS UNDER THE 90 DAY RULE. MERRILL LYNCH INVESTMENTS FMV 6271893 6271893 CHARLES SCHWAB INVESTMENTS - 6693 FMV 27108004 27108004 CHARLES SCHWAB INVESTMENTS - 9250 FMV 15904308 15904308 CHARLES SCHWAB INVESTMENTS - 9761 FMV 3289486 3289486 CHARLES SCHWAB INVESTMENTS - 3552 FMV 3544494 3544494 CHARLES SCHWAB INVESTMENTS - 0514 FMV 2972762 2972762 OTHER INCOME 2023 2023 2023 UNREALIZED GAIN/LOSS ON SECURITIES 1987872 INVESTMENT MANAGEMENT FEES 153594 153594 0 FOREIGN TAXES PAID 23956 23956 0 FEDERAL EXCISE TAX PAID 51887 0 0