2024-05-08T08:21:14-05:00 2023-12-31 431428008 SWINK COPLEN & COMPANY PC 3890 SOUTH LINDBERGH BLVD SAINT LOUIS MO 63127 990PF 2023-01-01 436926810 ENGELHARDT FAMILY FOUNDATION ENGE 3149975395 901 KENT ROAD ST LOUIS MO 63124 ERIN ENGELHARDT ORF MANAGING DIRECTOR 3149975395 2024-05-07 1 ERIN ENGELHARDT ORF XXX-XX-XXXX 1 JACOB POTTER P00919303 3148422001 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4762838 X 0 X 8 8 53592 53592 51177 1461151 51177 104777 104777 120000 0 0 4400 0 0 9356 176 0 38140 37623 0 171896 37799 0 634844 634844 806740 37799 634844 -701963 66978 76801 126867 126867 4183074 3431045 4635971 4259875 3557912 4762838 0 0 X 0 0 0 0 4259875 3557912 4259875 3557912 4259875 3557912 4259875 -701963 0 3557912 0 3557912 MORGAN STANLEY 36207 P 2022-05-18 2023-12-31 72443 71742 701 701 MORGAN STANLEY 36207 P 2016-05-02 2023-12-31 201287 201037 250 250 MORGAN STANLEY 31360 P 2022-05-18 2023-12-31 4701 4313 388 388 MORGAN STANLEY 31360 P 2015-11-10 2023-12-31 262781 215343 47438 47438 MORGAN STANLEY 31359 P 2022-03-14 2023-12-31 47835 49446 -1611 -1611 MORGAN STANLEY 31359 P 2020-06-01 2023-12-31 366355 385546 -19191 -19191 MORGAN STANLEY 31357 P 2022-09-14 2023-12-31 23181 19144 4037 4037 MORGAN STANLEY 31357 P 2013-01-10 2023-12-31 351725 322235 29490 29490 MORGAN STANLEY 31898 P 2022-08-26 2023-12-31 75779 88314 -12535 -12535 MORGAN STANLEY 31898 P 2014-01-09 2023-12-31 55041 52854 2187 2187 CAPITAL GAINS DIVIDENDS P 23 23 23 51177 931 0 931 0 931 18885 0 0 0 18885 0 17954 17954 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A ERIN ENGELHARDT ORF 3149600910 901 KENT RD ST LOUIS MO 63124 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IRL ENGELHARDT 4355 GORDON DR NAPLES FL 34102 TRUSTEE 5.00 0 0 0 SUE ENGELHARDT 4355 GORDON DR NAPLES FL 34102 TRUSTEE 5.00 0 0 0 ERIN ENGELHARDT ORF 900 BARNES ROAD ST LOUIS MO 63124 MANAGING DIRECTOR 25.00 80000 0 0 EVAN ENGELHARDT 4157 BLUE BUNTING ROAD TAMOROA IL 62888 SECRETARY 10.00 40000 0 0 NONE 0 NONE 0 0 3431045 126867 0 3557912 0 0 3557912 53369 3504543 175227 175227 931 931 174296 0 174296 0 174296 634844 0 634844 174296 0 0 454806 689008 344666 384896 610891 2484267 634844 0 0 0 174296 460548 0 0 2944815 0 0 0 0 0 0 454806 2490009 689008 344666 384896 610891 460548 IRL ENGELHARDT SUE ENGELHARDT X ABC TO CEO 10344 E VENADO TRAIL SCOTTSDALE AZ 85262 PC TO SUPPORT YOUNG WOMEN IN THIER CAREER 10000 BOYS & GIRLS CLUB OF ST CHARLES 1211 LINDENWOOD AVE ST CHARLES MO 63301 PC TO SUPPORT LOCAL YOUTH 3500 FOUNDATION FOR FIGHTING BLINDNESS 6925 OAKLAND MILLS ROAD 701 COLUMBIA MD 21045 PC TO SUPPORT RESEARCH FOR PEOPLE AFFECTED BY BLINDING DISEASES 105 GREAT CIRCLE 330 N GORE AVE WEBSTER GROVES MO 63119 PC TO PROVIDE CHILD WELFARE AND MENTAL HEALTH CARE 5000 ILLINOIS RURAL HERITAGE MUSEUM 187 FAIRGROUND ROAD PO BOX 58 PINCKNEYVILLE IL 62274 PC PROVIDE FUNDING FOR MUSEUM 35000 LADUE CHAPEL NURSERY SCHOOL 9450 CLAYTON RD ST LOUIS MO 63124 PC TO PROVIDE FUNDS FOR BOOKS AND CLASSROOM SUPPLIES. 748 MARCH OF DIMES 1550 CRYSTAL DR SUITE 1300 ARLINGTON VA 22202 PC TO IMPROVE MOM AND BABY HEALTH 6500 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DR NAPLES FL 34112 PC TO SUPPORT HATS IN THE GARDEN 850 NATIONAL CHILDRENS CANCER SOCIETY 500 NORTH BROADWAY SUITE 800 ST LOUIS MO 63102 PC TO SUPPORT CHILDREN WITH CANCER 53375 PARKWAY CENTRAL HIGH SCHOOL EDUCATION FOUNDATION 369 N WOODS MILL RD CHESTERFIELD MO 63017 PC TO FUND SCHOLARSHIP OPPORTUNITIES FOR HIGH SCHOOL STUDENTS 10000 PERRY COUNTY JAIL MUSEUM 108 W JACKSON ST PINCKNEYVILLE IL 62274 PC PROVIDE FUNDING FOR MUSEUM 2000 PILGRIM CONGREGATIONAL CHURCH 826 UNION BLVD ST LOUIS MO 63108 PC TO SUPPORT MISSIONS, PROGRAMS, AND DUES 200 PINK RIBBON GOOD 350 HULS DRIVE CLAYTON OH 45315 PC TO PROVIDE SUPPORT FOR THOSE BATTLING BREAST CANCER 6892 SHELDON ARTS FOUNDATION 3648 WASHINGTON BLVD ST LOUIS MO 63108 PC TO PROVIDE MUSIC EDUCATION 130756 SIU ALUMNI ASSOCIATION 900 SOUTH NORMAL AVENUE CARBONDALE IL 62901 PC TO SUPPORT THE EDUCATION 14398 ST BRUNO CATHOLIC SCHOOL 210 N GORDON ST PICKNEYVILLE IL 62274 PC TO SUPPORT THE PAYMENT BUILDING FUND CHALLENGE 25000 ST LOUIS ARC 1177 N WARSON ROAD ST LOUIS MO 63132 PC TO SUPPORT PROGRAMS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES 25000 ST LOUIS CHILDREN'S HOSPITAL ONE CHILDRENS PLACE ST LOUIS MO 63110 PC TO SUPPORT THE CHILDREN'S HOSPITAL. 60 ST LOUIS COUNTY LIBRARY FOUNDATION 1640 S LINDBERGH BLVD ST LOUIS MO 63131 PC TO SUPPORT LIBRARIES 3000 UNIVERSITY OF MISSOURI - TRULASKE COLLEGE OF BUSINESS 407 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 PC TO FUND SCHOLARSHIP OPPORTUNITIES FOR THE HEARTLAND SCHOLARS ACADEMY 227460 WASHINGTON UNIVERSITY 1 BROOKINGS DRIVE ST LOUIS MO 63130 PC TO PROVIDE FUNDING FOR INTELLECTUAL AND DEVELOPMENTAL DISABILITIES RESEARCH 75000 634844 0 8 53592 51177 0 0 104777 104777 3 THE INTEREST EARNED HELPED SUPPORT CHARITABLE ENDEAVORS 4 THE DIVIDENDS EARNED HELPED SUPPORT CHARITABLE ENDEAVORS 8 THE CAPITALS GAINS HELPED PURCHASE MORE ASSETS TO GROW THE FOUNDATION SO THAT ASSETS CONTINUE TO EXIST WELL INTO THE FUTURE TO SUPPORT CHARITABLE ENDEAVORS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4400 0 0 EQUITIES 3431045 4635971 ADMINISTRATIVE FEES 37623 37623 0 PAYROLL FEES 517 0 0 FOREIGN TAXES 176 176 0 PAYROLL TAXES 9180 0 0