2025-08-18T12:45:10-05:00 2024-12-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990PF 2024-01-01 431393484 PAUL M & DEANE L SHATZ CHARITABLE FOUNDATION PAUL 3146555500 800 MARKET STREET SUITE 500 ST LOUIS MO 63101 JANET SHATZ OFFICER 3146555500 2025-08-06 1 1 JEANNE L MEYER P00151032 3146555500 2024 2025-03-06 01:10:19Z X 1823277 X X 12259 12259 49402 151006 49402 61661 61661 10520 10520 0 17160 17160 0 8290 8290 0 21 21 0 8500 0 0 5091 5091 0 49582 41082 0 148040 148040 197622 41082 148040 -135961 20579 198402 18124 18124 50611 25923 1805153 249013 44047 1823277 0 0 X 0 0 0 0 249013 44047 249013 44047 249013 44047 249013 -135961 0 113052 69005 44047 APPLE INC 50085 683 49402 49402 FIDELITY FUNDS FIDELITY TREASURY ONLY 100921 100921 0 0 49402 286 0 286 0 286 5654 0 0 0 5654 0 5368 5368 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A JANET SHATZ - TRUSTEE 3146555500 7405 FAIRFAX ROAD BETHESDA MD 20817 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 JANET S SHATZ 7405 FAIRFAX ROAD BETHESDA MD 20817 TRUSTEE 10.00 10520 0 0 NONE 0 NONE 0 0 2114796 70376 0 2185172 0 0 2185172 32778 2152394 107620 107620 286 286 107334 0 107334 0 107334 148040 0 148040 107334 0 0 43373 481499 524872 148040 0 0 0 107334 40706 0 0 565578 0 0 0 0 0 0 43373 522205 481499 40706 X AMERICAN ISRAEL EDUCATION FOUNDATION 251 H ST NW WASHINGTON DC 20001 SUPPORT 100 AMERICAN TECHNION SOCIETY 55 EAST 59TH STREET NEW YORK NY 10022 SUPPORT 51100 BRADY CENTER TO PREVENT GUN VIOLENCE 840 FIRST STREET NE WASHINGTON DC 20002 SUPPORT 1000 CAPITAL SPEAKERS CLUB FOUNDATION 747 N ASHTON STREET ALEXANDRIA VA 22312 SUPPORT 200 FRIENDS OF BEZALEL ACADEMY OF ART 501 5TH AVE NEW YORK NY 10017 SUPPORT 31000 FRIENDS OF THE ISRAEL DEFENSE FORCES 60 EAST 42ND ST NEW YORK NY 101650015 SUPPORT 1000 GIVING TOGETHER INC 8900 SAUNDERS LN BETHESDA MD 20817 SUPPORT 1225 HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE NE ATLANTA GA 30303 SUPPORT 2000 HILLWOOD ESTATE MUSEUM & GARDENS 4155 LINNEAN AVENUE NW WASINGTON DC 20008 SUPPORT 350 HUMAN SOCIETY OF THE US 1255 23RD ST NW STE 450 WASHINGTON DC 20037 SUPPORT 100 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 SUPPORT 1000 JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 SUPPORT 1000 JOSLIN DIABETES CENTER ONE JOSLIN PLACE BOSTON MA 02215 SUPPORT 100 LEUKEMIA & LYMPHOMA SOCIETY 1201 15TH ST NW STE 410 WASHINGTON DC 20005 SUPPORT 1000 MAKOM 1500 EAST JEFFERSON STREET ROCKVILLE MD 20852 SUPPORT 100 MCLEAN PROJECT FOR THE ARTS 1234 INGLESIDE AVE MCLEAN VA 22101 SUPPORT 700 MOUNT VERNON LADIES' ASSOCIATION 3200 MOUNT VERNONN MEMORIAL HIGHWAY MOUNT VERNON VA 22121 SUPPORT 32400 PARTNERS FOR THE ARTS 6858 GRANDE LANE FALLS CHURCH VA 22043 SUPPORT 1500 SINAI HOUSE 3100 MILITARY RD NW WASHINGTON DC 20015 SUPPORT 1500 ST JOSEPH'S INDIAN SCHOOL PO BOX 326 CHAMBERLAIN SD 57326 SUPPORT 200 TEMPLE SINAI 363 PENFIELD RD ROCHESTER NY 14625 SUPPORT 100 THE HADASSAH FOUNDATION INC 40 WALL STREET 8TH FLOOR NEW YORK NY 10005 SUPPORT 5000 THE REPERTORY THEATRE OF ST LOUIS 130 EDGAR ROAD ST LOUIS MO 63119 SUPPORT 13300 THE WHITE HOUSE HISTORICAL ASSOCIATION PO BOX 27624 WASHINGTON DC 20038 SUPPORT 1700 WAMU 885 PO BOX 98101 WASHINGTON DC 200908101 SUPPORT 365 148040 0 14 12259 18 49402 0 61661 0 61661 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 8290 8290 0 SHATZ FAMILY FOUNDATION 4293 N PLACITA DE SUSANA TUSCON AZ 85718 2023-07-27 1624251 CONSISTENT WITH THE PURPOSES OF THE GRANTOR FOUNDATION, THE PURPOSE OF THE GRANTEE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT TO THE CHARITABLE ORGANIZATIONS OF ITS CHOOSING. THE FUNDS PROVIDED VIA CAPITAL ENDOWMENT AND THE INCOME THEREFROM MUST BE USED EXCLUSIVELY FOR THIS PURPOSE. 122500 NO 12/31/2024 2024-12-31 FUNDS ARE BEING UTILIZED IN AGREEMENT WITH ORGANIZING DOCUMENTS AND ALL APPLICABLE LAWS AND REGULATIONS. LINDA LEVENSON FOUNDATION 19640 GLEN BRAE DRIVE SARATOGA CA 95070 2023-08-14 1509104 CONSISTENT WITH THE PURPOSES OF THE GRANTOR FOUNDATION, THE PURPOSE OF THE GRANTEE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT TO THE CHARITABLE ORGANIZATIONS OF ITS CHOOSING. THE FUNDS PROVIDED VIA CAPITAL ENDOWMENT AND THE INCOME THEREFROM MUST BE USED EXCLUSIVELY FOR THIS PURPOSE. 77848 NO 12/31/2024 2024-12-31 FUNDS ARE BEING UTILIZED IN AGREEMENT WITH ORGANIZING DOCUMENTS AND ALL APPLICABLE LAWS AND REGULATIONS. THE SHATZ PERL FAMILY FOUNDATION 12414 ENGLISH GARDEN CT OAK HILL VA 20171 2024-06-10 1477950 CONSISTENT WITH THE PURPOSES OF THE GRANTOR FOUNDATION, THE PURPOSE OF THE GRANTEE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT TO THE CHARITABLE ORGANIZATIONS OF ITS CHOOSING. THE FUNDS PROVIDED VIA CAPITAL ENDOWMENT AND THE INCOME THEREFROM MUST BE USED EXCLUSIVELY FOR THIS PURPOSE. 60555 NO 12/31/2024 2024-12-31 FUNDS ARE BEING UTILIZED IN AGREEMENT WITH ORGANIZING DOCUMENTS AND ALL APPLICABLE LAWS AND REGULATIONS. INVESTMENTS - APPLE 25923 1805153 LEGAL FEES 17160 17160 0 CAPITAL ENDOWMENT OF CASH AND SECURITIES TO THE SHATZ PERL FAMILY FOUNDATION 69005 OUTSIDE SERVICES 5091 5091 0 ESTIMATED TAX PAYMENT 4000 0 0 EXTENSION TAX PAYMENT 4500 0 0