2025-11-13T15:29:21-06:00 2024-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990PF 2024-01-01 376475607 LIPTON FAMILY FOUNDATION LIPT 3148638000 7211 DELMAR BLVD SAINT LOUIS MO 631304105 RANDALL M LIPTON TRUSTEE 3148638000 2025-06-25 1 1 SHAWN C BECKER P00970717 3142903300 2024 2025-03-06 01:10:19Z X 1132679 X X 51 51 35016 35016 58780 237333 58780 93847 93847 0 0 0 5000 2500 2500 8086 8086 0 2055 701 0 15141 11287 2500 90000 90000 105141 11287 92500 -11294 82560 18017 17048 17048 43496 92632 92632 756 252 756 756 866963 806998 1022243 928728 917434 1132679 0 0 X 0 0 0 0 928728 917434 928728 917434 928728 917434 928728 -11294 0 917434 0 917434 PUBLICLY TRADED SECURITIES 2024-12-31 34473 34414 59 59 PUBLICLY TRADED SECURITIES 2024-12-31 200384 144139 56245 56245 CAPITAL GAINS DIVIDENDS P 2476 2476 2476 58780 1148 0 1148 0 1148 920 0 1500 0 2420 0 1272 1272 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 NONE RANDALL M LIPTON 3148638000 7211 DELMAR BLVD SAINT LOUIS MO 631304105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RANDALL M LIPTON 7211 DELMAR BLVD ST LOUIS MO 63130 TRUSTEE 0.00 0 0 0 GREGG R LIPTON 7211 DELMAR BLVD ST LOUIS MO 63130 TRUSTEE 0.00 0 0 0 DOUGLAS S LIPTON 7211 DELMAR BLVD ST LOUIS MO 63130 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1107438 56942 0 1164380 0 0 1164380 17466 1146914 57346 57346 1148 1148 56198 0 56198 0 56198 92500 0 92500 56198 17347 0 0 92500 17347 0 0 56198 18955 0 0 18955 0 0 0 0 0 0 0 18955 18955 X 350ORG PO BOX 843004 BOSTON MA 02284 PC GENERAL FUNDING 2000 ANERA 111 14TH ST NW SUITE 400 WASHINGTON DC 20005 PC GENERAL FUNDING 8000 COVENANT HOUSE 550 10TH AVE NEW YORK NY 10018 PC GENERAL FUNDING 1000 FRIENDS OF PMRS P O BOX 450554 ATLANTA GA 31145 PC GENERAL FUNDING 2500 NRDC 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 PC GENERAL FUNDING 10000 OXFAM AMERICA 77 N WASHINGTON ST 500 BOSTON MA 02114 PC GENERAL FUNDING 2500 PLANNED PARENTHOOD (PPFA) PO BOX 97166 WASHINGTON DC 20090 PC GENERAL FUNDING 2500 SIDDHARTHA SCHOOL PROJECT 9 FROST BROOK LANE FREEPORT ME 04032 PC GENERAL FUNDING 22500 SUNRISE MOVEMENT 50 F ST NW SUITE 800 WASHINGTON DC 20001 PC GENERAL FUNDING 7500 VOCAL - NY PO BOX 170374 BROOKLYN NY 11217 PC GENERAL FUNDING 7000 NASSAU COUNTY SPCA 510 GRUMMAN RD W BETHPAGE NY 11714 PC GENERAL FUNDING 4500 EARTHJUSTICE 180 STEUART ST 194330 SAN FRANCISCO CA 94105 PC GENERAL FUNDING 5000 ADVOCATES FOR TRANS EQUALITY 228 PARK AVE SOUTH PMB 38268 NEW YORK NY 100031502 PC GENERAL FUNDING 7500 PALESTINE CHILDREN'S RELIEF FUND PO BOX 861716 LOS ANGELES CA 90086 PC GENERAL FUNDING 7500 90000 0 14 51 14 35016 18 58780 0 93847 0 93847 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5000 2500 2500 BLACKROCK STRATEGIC INCOME I (BSIIX) 48218 47123 CALVERT BOND FD CL I (CBDIX) 112045 109752 CALVERT INTERNATIONAL OPPORTUNITIES FD CL I (COIIX) 35965 35805 ISHARES MSCI EM ESG OPTIMIZED ETF (ESGE) 91631 91388 PARNASSUS MID CAP INVESTOR (PARMX) 39589 49088 ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF (ESGD) 187893 241745 ISHARES TRUST ISHARES ESG AWARE MSCI USA EFT (ESGU) 54662 122894 ISHARES ESG AWARE MSCI USA SMA EFT (ESML) 22466 45246 VANGAURD ESG US STOCK EFT (ESGV) 53148 122616 VOYA STRATEGIC INCOME OPPORTUNITIES FUND CLASS I (IISIX) 50902 47266 ISHARES ESG AWARE US ADDREGATE EFT (EAGG) 110479 109320 UBS MANAGEMENT FEES 8086 8086 0 EXCISE TAX PAID 1354 0 0 FOREIGN TAXES PAID 701 701 0