2026-03-18T11:43:12-05:00 2025-12-31 431305800 UHY ADVISORS MIDWEST INC 15 SUNNEN DRIVE SUITE 100 ST LOUIS MO 631433819 990PF 2025-01-01 436838120 AVIS CHARITABLE TRUST UA DATED 122799 MARY A PENDLETON TRUSTEE AVIS 3146167444 4046 CRAYTON ROAD NAPLES FL 34103 MARY A PENDLETON TRUSTEE 3146167444 2026-03-13 1 STEVEN GOESTENKORS P00642143 3146151200 2026-03-13 2025 2025-03-06 01:10:19Z X 1331821 X X 597 597 32454 32454 -80044 337912 0 -46993 33051 0 0 0 12113 12113 0 440 440 0 12553 12553 0 52400 52400 64953 12553 52400 -111946 20498 33666 18117 18117 1101649 1005252 1313704 1135315 1023369 1331821 0 0 X 0 0 0 0 1135315 1023369 1135315 1023369 1135315 1023369 1135315 -111946 0 1023369 0 1023369 298 SHS CHEVRON CORP 2023-05-31 2025-04-14 40384 45311 -4927 -4927 1,654 SHS COMCAST CORP NEW 2022-10-05 2025-04-14 56684 55654 1030 1030 540 SHS NIKE INC CL B 2023-09-26 2025-04-14 30028 48653 -18625 -18625 334 SHS UNITED PARCEL SVC 2022-10-05 2025-04-14 33073 58609 -25536 -25536 117 SHS UNITEDHEALTH GROUP 2022-10-05 2025-06-05 35137 59963 -24826 -24826 741 SHS ISHARES ETF US HLTHCARE 2025-06-05 2025-07-07 34131 35294 -1163 -1163 219 SHS RESTAURANT BRAND INTL 2025-04-14 2025-09-08 13551 13811 -260 -260 385 SHS SCHLUMBERGER LTD 2025-04-14 2025-09-08 13719 13105 614 614 293 SHS BRISTOL MYERS SQUIBB 2024-04-29 2025-09-08 13641 13227 414 414 39 SHS JOHNSON & JOHNSON 2022-10-05 2025-09-08 6927 6482 445 445 349 SHS CLOROX CO 2023-10-03 2025-12-19 34384 45544 -11160 -11160 126 SHS JOHNSON & JOHNSON 2022-12-01 2025-12-19 26253 22303 3950 3950 -80044 285 0 285 0 285 520 0 0 0 520 0 235 235 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A MARY A PENDLETON 3146167444 4046 CRAYTON ROAD NAPLES FL 34103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY A PENDLETON 4046 CRAYTON ROAD NAPLES FL 34103 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 MADE DISTRIBUTIONS FROM TRUST ASSETS TO CHARITABLE ORGANIZATIONS TO BE USED FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. 0 0 1314337 25892 0 1340229 0 0 1340229 20103 1320126 66006 66006 285 285 65721 0 65721 0 65721 52400 0 52400 65721 0 0 7191 1218 147765 29078 185252 52400 0 0 0 52400 0 13321 13321 171931 0 0 0 0 0 0 0 171931 142853 29078 MARY A PENDLETON X ALIVE 2723 KING STREET ALEXANDRIA VA 22302 NONE NC RELIGIOUS OR CHARITABLE PURPOSES 10000 BELLEFONTAINE CEMETARY 4947 W FLORISSANT AVE ST LOUIS MO 63115 NONE NC RELIGIOUS OR CHARITABLE PURPOSES 400 COVENANT COLLEGE 14049 SCENIC HIGHWAY LOOKOUT MOUNTAIN GA 30750 NONE NC RELIGIOUS OR CHARITABLE PURPOSES 15000 DAVID LAWRENCE CENTER 6075 BATHEY LANE NAPLES FL 34116 NONE NC RELIGIOUS OR CHARITABLE PURPOSES 5000 GRACE CHARITABLE FOUNDATION 4026 WARD RD UNIT G1 198 LYNCHBURG VA 24502 NONE NC RELIGIOUS OR CHARITABLE PURPOSES 10000 PEORIA HISTORICAL SOCIETY 611 SW WASHINGTON ST PEORIA IL 61602 NONE NC RELIGIOUS OR CHARITABLE PURPOSES 1000 PRISON FELLOWSHIP 44180 RIVERSIDE PKWY LANSDOWNE VA 20176 NONE NC RELIGIOUS OR CHARITABLE PURPOSES 1000 GREEN TREE COMMUNITY CHURCH 100 KIRKWOOD PLACE ST LOUIS MO 63122 NONE NC RELIGIOUS OR CHARITABLE PURPOSES 10000 52400 0 14 597 14 32454 14 -80044 0 -46993 0 -46993 0 0 0 0 0 0 0 0 0 0 TAX PREPARATON FEES 1975 1975 0 INVESTMENT FEES 10138 10138 0 STOCKS AND ETF FUNDS 1005252 1313704 EXCISE TAX 186 186 0 FOREIGN TAX WITHHELD 254 254 0