2024-04-23T09:54:41-05:00 2023-12-31 431428008 SWINK COPLEN & COMPANY PC 3890 SOUTH LINDBERGH BLVD SAINT LOUIS MO 63127 990PF 2023-01-01 436852688 JANE M AND BRUCE P ROBERT CHARITABLE FOUNDATION JANE 3148213546 202 GREENBRIAR ESTATES DRIVE ST LOUIS MO 63122 BRUCE P ROBERT TRUSTEE 3146025292 2024-04-18 1 BRUCE ROBERT 999009999 1 JACOB POTTER P00919303 3148422001 2024-04-21 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3806555 X 0 X 263 263 82966 82966 87109 141749 87109 1800 1800 172138 172138 0 0 0 4200 0 0 22716 22716 0 357 357 0 27273 23073 0 242185 242185 269458 23073 242185 -97320 149065 218977 97527 97527 2589640 2613770 3709028 2808617 2711297 3806555 0 0 X 1785293 1785293 0 0 1023324 926004 2808617 2711297 2808617 2711297 2808617 -97320 0 2711297 0 2711297 TESLA INC 125 SHS 2018-01-03 2023-11-27 29646 2663 26983 26983 US BANCORP 500 SHS 2021-01-05 2023-10-10 16425 23170 -6745 -6745 APPLE INC 335 SHS 2011-06-24 2023-12-31 61051 3910 57141 57141 US BANCORP 985 SHS 2010-05-14 2023-10-10 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N/A PUBLIC CHARITY GENERAL CONTRIBUTION 150 TENNESEE WILLIAMS ANNUAL FESTIVAL 3301 WASHINGTON AVENUE SUITE 2F STLOUIS MO 63103 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 1840 UNCF 1805 7TH STREET NW WASHINGTON DC 20001 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 4000 UNITED WAY DE TOCQUEVILLE SOCIETY 701 N FAIRFAX STREET ALEXANDRIA VA 22314 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 10000 UNIVERSITY OF MISSOURI COLUMBIA - FRENCH DEPT 317 LOWRY HALL COLUMBIA MO 65211 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 5000 UNIVERSITY OF MISSOURI ST LOUIS 1 UNIVERSITY BLVD ST LOUIS MO 63121 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 5000 VIANNEY 1311 S KIRKWOOD ROAD STLOUIS MO 63122 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 750 WASHINGTON UNIVERSITY 1 BROOKINGS DR ST LOUIS MO 63130 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 250 WEBSTER UNIVERSITY 470 E LOCKWOOD AVE ST LOUIS MO 63119 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 1500 WEBSTER-KIRKWOOD TIMES 122 W LOCKWOOD AVENUE 2 WEBSTER GROVES MO 63119 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 150 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 140 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 N/A PUBLIC CHARITY GENERAL CONTRIBUTION 100 242185 0 14 263 14 82966 01 1800 18 87109 0 172138 0 172138 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX RETURN PREPARATION FEES 4200 0 0 ABBVIE INC SHS 830 82472 128625 ALPHABET INC SHS 1200 50064 169116 AMAZON COM INC SHS 1,000 45226 151940 AMERIPRISE FINANCIAL SHS 410 43159 155730 APPLE INC SHS 900 10504 173277 BARCLAYS BANK PLC SHS 2,755 92844 83724 CAMDEN PROPERTY SHS 900 84529 89361 CATERPILLAR SHS 325 50827 96093 CIGNA CORPORATION SHS 470 20190 140742 CONSTELLATION BRANDS INC SHS 280 55140 67690 CORNING INC SHS 1,390 24985 42326 FIRST SOLAR INC SHS 1,000 55451 172280 ISHARES TRUST TIPS BD ETF SHS 440 45909 47296 ISHARES TRUST IBOXX HI YD ETF SHS 2,700 231582 208953 ISHARES TRUST PFD AND INCM SEC ETF SHS 5,648 208716 176161 JP MORGAN CHASE & CO SHS 1,125 38047 191363 MONDELEZ INTL INC SHS 1,315 75067 95245 NETFLIX INC SHS 275 39888 133892 PAYPAL HOLDINGS INC SHS 480 55285 29477 PROLOGIS INC SHS 600 57297 79980 TESLA INC SHS 630 13420 156542 VANGUARD SHS 645 25729 26510 WISDOMTREE TRUST SHS 1,170 54825 47596 BAIRD FUNDS SHS 26,034.34 281726 256699 COMMERCE FUNDS SHS 21,542.29 435891 384961 ALBEMARLE CORP SHS 235 40255 33953 ATMOS ENERGY SHS 410 39889 47519 GRAYSCALE BITCOIN SHS 1000 48157 34620 HALOZYME SHS 860 39861 31786 CITIGROUP INC SHS 750 35197 38580 WALT DISNEY CO SHS 600 79434 54174 RIVIAN AUTOMOTIVE INC SHS 1000 36668 23460 SPDR S&P 500 ETF TRUST SHS 100 37663 47531 BLACKROCK, INC. SHS 60 38969 48708 YUM! BRANDS, INC. SHS 330 38904 43118 MISC INCOME 1800 1800 1800 INVESTMENT EXPENSES 13313 13313 0 US BANK EXPENSES 9403 9403 0 FOREIGN TAX PAID 357 357 0