TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025

Name of foundation
LEO DREY PIONEER FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1401 S BRENTWOOD BLVD STE 200
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO631441440

A Employer identification number

32-6059193

B Telephone number (see instructions)

(314) 345-8124

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,799,279J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	79,733		79,733
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		267,540
b	Gross sales price for all assets on line 6a 952,228
7	Capital gain net income (from Part IV, line 2)...			267,540
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	193	193
12	Total. Add lines 1 through 11........	347,466		347,466
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	3,750	3,750	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	44,282	44,282	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,040	1,347	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	51,072		49,379	0
25	Contributions, gifts, grants paid.......	209,674			209,674
26	Total expenses and disbursements. Add lines 24 and 25	260,746		49,379	209,674
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	86,720
b	Net investment income (if negative, enter -0-)			298,087
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	205,669	357,491	357,491
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,340,016	List of Attached Documents: // Content 2,274,889	4,440,068
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 2,580	List of Attached Documents: // Content 1,720	List of Attached Documents: // Content 1,720
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,548,265	2,634,100	4,799,279
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	2,548,265	2,634,100
	29	Total net assets or fund balances (see instructions).....	2,548,265	2,634,100
	30	Total liabilities and net assets/fund balances (see instructions).	2,548,265	2,634,100

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,548,265

Enter amount from Part I, line 27a .....................

86,720

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

2,634,985

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

885

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,634,100

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(d) Date sold (mo., day, yr.)
1 a	AIA GROUP LTD A D R	P	2024-07-08
b	AIR LIQUIDE S A A D R	P	2024-07-08
c	AIR LIQUIDE S A A D R	P	2024-07-25
d	AIRBUS SE A D R	P	2024-07-08
e	ALCON INC	P	2024-07-08
	ALIBABA GROUP HLDGS LTSD A D R	P	2024-07-08
	AMADEUS IT GROUP, S.A. A D R	P	2024-07-08
	ASSA ABLOY AB A D R	P	2024-07-08
	ASTRAZENECA P L C SPSD A D R	P	2024-07-08
	B A E SYSTEMS P L C A D R	P	2024-07-08
	B H P BILITON LIMITED A D R	P	2024-07-08
	BANCO SANTANDER SA A D R	P	2024-07-08
	BROOKFIELD CORP	P	2024-07-08
	CANADIAN NATL RAILWAY CO	P	2024-07-08
	CHECK POINT SOFTWARE TECH LTD	P	2024-07-08
	CHINA YUM HOLDINGS INC	P	2024-07-17
	CHUBB LIMITED COM	P	2024-07-08
	COMPASS GROUP PLC A D R	P	2024-07-08
	DAIKIN INDUSTRIES UNSPON A D R	P	2024-07-08
	DBS GROUP HLDGS LTD SPON A D R	P	2024-07-08
	DIAGEO PLC SPONSORED A D R	P	2024-07-08
	EDENRED SA UNSP ADR	P	2024-07-08
	EQUINOR ASA SPONS A D R	P	2024-07-08
	FANUC CORPORATION A D R	P	2024-07-08
	FERRARI NV	P	2024-07-08
	FOMENTO ECONOMICO MEX SP A D R	P	2024-07-08
	HDFC BANK LTD A D R	P	2024-07-08
	HEIDELBERG MATERIALS AG A D R	P	2024-07-08
	ICON PLC	P	2024-07-08
	INTERCONTINENTAL HOTELS A D R	P	2024-07-08
	JULIUS BEAR GROUP LTD A D R	P	2024-07-08
	KAWASAKI HEAVY INDS SP A D R	P	2024-07-08
	LLOYDS BANKING GROUP PLC A D R	P	2024-07-08
	LONDON STOCK EXCHG UNSP A D R	P	2024-07-08
	LVMH MOET HENNESSY A D R	P	2024-07-08
	NOVARTIS AG A D R	P	2024-07-08
	RECKITT BENCKISER APON A D R	P	2024-07-17
	RECKITT BENCKISER SPON A D R	P	2024-07-08
	SEIMENS AG A D R	P	2024-07-08
	SHELL PLC SPON A D R	P	2024-07-08
	SHISEIDO COMPNAY LIMITED A D R	P	2024-07-08
	SONY GROUP CORPORATION A D R	P	2024-07-08
	STMICROELECTRONICS N V	P	2024-07-08
	SYMRISE AG UNSPON A D R	P	2024-07-08
	TAIWAN SEMICONDUCTOR A D R	P	2024-07-08
	TENCENT HLDGS LTD A D R	P	2024-07-08
	TOKIO MARINE HOLDINGS A D R	P	2024-07-08
	TOYOTA MOTOR CORP	P	2024-07-08
	TOYOTA MTR CORP A D R	P	2024-07-17
	VESTAS WIND SYSTEMS UNSP A D R	P	2024-07-08
	YUM CHINA HOLDINGS INC	P	2024-07-08
	STMICROELECTRONICS N V STM	P	2024-08-29
	B A E SYSTEMS P L C A D R	P	2024-09-25
	MERCADOLIBRE INC	P	2024-09-25
	ASML HOLDING NV NY REG SHS A D R	P	2024-11-20
	EDENRED SA UNSP ADR	P	2024-11-26
	EDENRED SA UNSP ADR	P	2024-11-27
	TOKIO MARINE HOLDINGS A D R	P	2024-11-26
	VESTAS WIND SYSTEMS UNSP A D R	P	2024-11-25
	SHISEIDO COMPNAY LIMITED A D R	P	2024-12-06
	SHISEIDO COMPNAY LIMITED A D R	P	2024-12-09
	BANCO SANTANDER SA A D R	P	2025-02-20
	ABBOT LABS COM	P	2025-03-10
	ALIBABA GROUP HLDGS LTSD A D R	P	2025-03-05
	AMERICAN TOWER CORP	P	2025-03-18
	ARES MANAGEMENT CORP A	P	2025-03-31
	B A E SYSTEMS P L C A D R	P	2025-03-05
	CISCO SYSTEMS INC	P	2025-03-10
	KAWASAKI HEAVY INDS SP A D R	P	2025-03-06
	OTIS WORLDWIDE CORP	P	2025-03-10
	T MOBLIE US INC	P	2025-03-18
	TRADE DESK INC COM CI A	P	2025-03-08
	DAIKIN INDUSTRIES UNSPON A D R	P	2025-04-14
	FANUC CORPORATION A D R	P	2025-04-11
	HENKEL AG COMPANY KGAA SPON ADR	P	2025-04-15
	LVMH MOET HENNESSY A D R	P	2025-04-14
	TOYOTA MOTOR CORP	P	2025-04-11
	BANCO SANTANDER SA A D R	P	2025-05-02
	BANCO SANTANDER SA A D R	P	2025-05-05
	HEIDELBERG MATERIALS AG A D R	P	2025-05-23
	ABBOT LABS COM	P	2024-07-08
	ACADEMY SPORTS OUTDOORS INC COM	P	2024-07-08
	ADOBE INC	P	2024-07-08
	ALIGN TECHNOLOGY INC	P	2024-07-08
	ALNYLAM PHARMACEUTICALS INC	P	2024-07-08
	ALPHABET INC CL C	P	2024-07-08
	AMAZON COM INC	P	2024-07-08
	AMERICAN TOWER CORP	P	2024-07-08
	AMERIPRISE FINL INC	P	2024-07-08
	AMETEK INC	P	2024-07-08
	AMPHENOL CORP CL A	P	2024-07-08
	ANALOG DEVICES INC	P	2024-07-08
	COWEN & COMPANY LLC	P	2024-07-08
	APPLE INC COM	P	2024-07-08
	APTIV PLC SHS	P	2024-07-08
	ARCADIUM LITHIUM PLC	P	2024-07-08
	ARES MANAGEMENT CORP A	P	2024-07-08
	ASTRAZENECA P L C SPSD A D R	P	2024-07-08
	AUTOMATIC DATA PROCESSING	P	2024-07-08
	AVANTOR INC	P	2024-07-08
	BERRY GLOBAL GROUP INC	P	2024-07-08
	BIO RAD LABS INC CL A	P	2024-07-08
	BLACKROCK INC	P	2024-07-08
	BLACKSTONE GROUP INC CLASS A	P	2024-07-08
	CADENCE DESIGN SYS INC	P	2024-07-08
	CADENCE DESIGN SYS INC	P	2024-07-11
	CENCORA INC	P	2024-07-08
	CHARLES RIV LABS INTL INC	P	2024-07-08
	CHENIERE ENERGY INC	P	2024-07-08
	CHENIERE ENERGY INC	P	2024-07-08
	CHEVRON CORPORATION	P	2024-07-08
	CHIPOTLE MEXICAN GRILL INC	P	2024-07-08
	CINTAS CORP	P	2024-07-08
	CINTAS CORP	P	2024-07-11
	CISCO SYSTEMS INC	P	2024-07-08
	CME GROUP INC	P	2024-07-08
	CONOCOPHILLIPS	P	2024-07-08
	COPART INC	P	2024-07-08
	CORPAY INC COM	P	2024-07-08
	COSTAR GROUP INC	P	2024-07-08
	CROWDSTRIKE HOLDINGS INC A	P	2024-07-08
	CROWDSTRIKE HOLDINGS INC A	P	2024-07-11
	CROWDSTRIKE HOLDINGS INC A	P	2024-07-19
	CROWDSTRIKE HOLDINGS INC A	P	2024-07-19
	CROWDSTRIKE HOLDINGS INC A	P	2024-07-23
	CYBERARK SOFTWARE LTD SHS	P	2024-07-08
	DANAHER CORP	P	2024-07-08
	DATADOG INC CLASS A	P	2024-07-08
	DEXCOM INC	P	2024-07-08
	DIAMONDBACK ENERGY INC	P	2024-07-08
	DOMINOS PIZZA INC	P	2024-07-08
	EDWARDS LIFESCIENCES CORP	P	2024-07-08
	EDWARDS LIFESCIENCES CORP	P	2024-07-08
	ENTEGRIS INC	P	2024-07-08
	EXXON MOBIL CORP	P	2024-07-08
	F M C CORPORATION	P	2024-07-08
	FIDELITY NATIONAL INFO SERV	P	2024-07-08
	FISERV INC	P	2024-07-08
	FIVE BELOW	P	2024-07-08
	FIVE BELOW	P	2024-07-19
	FIVE BELOW	P	2024-07-19
	FLOOR DCOR HOLDINGS INC	P	2024-07-08
	GE HEALTHCARE TECHNOLOGIES INC	P	2024-07-08
	HOME DEPOT INC	P	2024-07-08
	HONEYWELL INTL INC	P	2024-07-08
	HOWMET AEROSPACE INC COM	P	2024-07-08
	HUBBELL INC COM	P	2024-07-08
	HUBSPOT INC	P	2024-07-08
	HUMANA INC	P	2024-07-08
	ICON PLC	P	2024-07-08
	IDEX CORP	P	2024-07-08
	IDEXX LABS INC	P	2024-07-08
	INGERSOLL RAND INC	P	2024-07-08
	INTERCONTINENTAL EXCHANGE INC	P	2024-07-08
	IQVIA HOLDINGS INC	P	2024-07-08
	JPMORGAN CHASE CO	P	2024-07-08
	KEYSIGHT TECHNOLOGIES INC	P	2024-07-08
	LAMB WESTON HOLDINGS INC	P	2024-07-08
	LAMB WESTON HOLDINGS INC	P	2024-07-30
	LINDE PLC SHS	P	2024-07-08
	LIVE NATION ENTERTAINMENT INC	P	2024-07-08
	MARRIOT INTL INC	P	2024-07-08
	MARTIN MARIETTA MATLS INC	P	2024-07-08
	MARVELL TECHNOLOGY INC	P	2024-07-08
	MASCO CORP	P	2024-07-08
	MCDONALDS CORP COM	P	2024-07-08
	META PLATFORMS INC	P	2024-07-08
	MICROCHIP TECHNOLOGY INC	P	2024-07-08
	MICROSOFT CORP COM	P	2024-07-08
	MONDAY COM LTD	P	2024-07-08
	MONDELEZ INTL INC CL A	P	2024-07-08
	MONOLITHIC POWER SYSTEMS INC	P	2024-07-08
	MONSTER BEVERAGE CORP	P	2024-07-08
	MSCI INC	P	2024-07-08
	NEXTERA ENERGY INC	P	2024-07-08
	NVIDIA CORP	P	2024-07-08
	O REILLY AUTOMOTIVE INC	P	2024-07-08
	OSHKOSH CORPORATION	P	2024-07-08
	OTIS WORLDWIDE CORP	P	2024-07-08
	P N C FINANACIAL SERVICES GROUP INC	P	2024-07-08
	PENTAIR PLC SHS	P	2024-07-08
	PEPSICO INC	P	2024-07-08
	PINTEREST INC CL A	P	2024-07-08
	PROLOGIS INC COM	P	2024-07-08
	QUALCOMM INC COM	P	2024-07-08
	REGAL BELOIT CORP	P	2024-07-08
	REVVITY INC	P	2024-07-08
	ROPER TECHNOLOGIES INC COM	P	2024-07-08
	ROPER TECHNOLOGIES INC COM	P	2024-07-08
	ROSS STORES INC	P	2024-07-08
	RTX CORPORATION	P	2024-07-08
	S P GLOBAL INC COM	P	2024-07-08
	SAIA INC	P	2024-07-08
	SALESFORCE INC	P	2024-07-08
	SBA COMMUNICATIONS CROP	P	2024-07-08
	SPROUTS FARMERS MARKETS INC	P	2024-07-08
	STRYKER CORP	P	2024-07-08
	T MOBILE US INC	P	2024-07-08
	TE CONNECTIVITY LTS SHS	P	2024-07-08
	THERMO FISHER SCIENTIFIC INC	P	2024-07-08
	TJX COMPANIES INC	P	2024-07-08
	TRACTOR SUPPLY COMPANY	P	2024-07-08
	TRADE DESK INC COM CI A	P	2024-07-08
	TRADEWEB MARKETS INC CLASS A	P	2024-07-08
	TRANSUNION	P	2024-07-08
	ULTA BEAUTY INC COM	P	2024-07-08
	UNION PACIFIC	P	2024-07-08
	UNITED HEALTH GROUP INC COM	P	2024-07-08
	US BANCORP	P	2024-07-08
	US FOODS HOLDING CORP	P	2024-07-08
	VALVOLINE INC	P	2024-07-08
	VEEVA SYSTEMS INC CLASS A	P	2024-07-08
	VICI PPTYS INC	P	2024-07-08
	VISA INC COM CL A	P	2024-07-08
	WALT DISNEY CO	P	2024-07-08
	WASTE CONNCETIONS INC	P	2024-07-08
	WEC ENERGY GROUP INC COM	P	2024-07-08
	WESCO INTL INC COM	P	2024-07-08
	ZOETIS INC CL A	P	2024-07-08
	ZSCALER INC COM	P	2024-07-08
	ZURN ELKAY WATER SOLUTIONS	P	2024-07-08
	EDWARDS LIFESCIENCES CORP	P	2024-08-29
	S P GLOBAL INC COM	P	2024-08-08
	T MOBILE US INC	P	2024-08-08
	HUMANA INC	P	2024-09-16
	NEXTERA ENERGY INC	P	2024-09-23
	PINTEREST INC CL A	P	2024-09-16
	ULTA BEAUTY INC COM	P	2024-09-23
	CHARLES RIV LABS INTL INC	P	2024-10-30
	DEXCOM INC	P	2024-10-17
	ENTEGRIS INC	P	2024-10-17
	HOME DEPOT INC	P	2024-10-15
	PROCORE TECHNOLOGIES INC COM	P	2024-10-16
	T MOBILE US INC	P	2024-10-23
	ULTA BEAUTY INC COM	P	2024-10-16
	APTIV PLC SHS	P	2024-11-14
	ARCADIUM LITHIUM PLC	P	2024-11-14
	EDWARDS LIFESCIENCES CORP	P	2024-11-06
	HONEYWELL INTL INC	P	2024-11-14
	MAGNERA CORP COM SHS	P	2024-11-08
	ALPHABET INC CL C	P	2025-01-28
	ANSYS INC	P	2025-01-07
	HOME DEPOT INC	P	2025-01-31
	HONEYWELL INTL INC	P	2025-01-31
	INGERSOLL RAND INC	P	2025-01-21
	SBA COMMUNICATIONS CROP	P	2025-01-30
	AVANTOR INC	P	2025-02-12
	CADENCE DESIGN SYS INC	P	2025-02-06
	CINTAS CORP	P	2025-02-06
	F M C CORPORATION	P	2025-02-06
	HONEYWELL INTL INC	P	2025-02-04
	MASCO CORP	P	2025-02-06
	SPROUTS FARMERS MARKETS INC	P	2025-02-12
	US BANCORP	P	2025-02-21
	WEC ENERGY GROUP INC COM	P	2025-02-11
	ACADEMY SPORTS OUTDOORS INC COM	P	2025-04-07
	ALPHABET INC CL C	P	2025-04-25
	ARES MANAGEMENT CORP A	P	2025-04-07
	CONOCOPHILLIPS	P	2025-04-11
	ICON PLC	P	2025-04-24
	INGERSOLL RAND INC	P	2025-04-07
	MICROCHIP TECHNOLOGY INC	P	2025-04-14
	PINTEREST INC CL A	P	2025-04-07
	REDDIT INC	P	2025-04-07
	VERTIV HOLDINGS	P	2025-04-07
	AMCOR PLC ORD	P	2025-05-20
	UNITED HEALTH GROUP INC COM	P	2025-05-16
	VISA INC COM CL A	P	2025-05-05
	AMCOR PLC ORD	P	2025-06-24
	AMPHENOL CORP CL A	P	2025-06-30
	ARES MANAGEMENT CORP A	P	2025-06-18
	BIO RAD LABS INC CL A	P	2025-06-24
	CADENCE DESIGN SYS INC	P	2025-06-24
	CORPAY INC COM	P	2025-06-25
	CROWDSTRIKE HOLDINGS INC A	P	2025-06-03
	DISNEY WAIT CO COM	P	2025-06-23
	GITLAB INC CLASS A COM	P	2025-06-25
	KEYSIGHT TECHNOLOGIES INC	P	2025-06-30
	MASCO CORP COM	P	2025-06-27
	MONGODB INC CL A	P	2025-06-30
	MSCI INC	P	2025-06-18
	ROPER TECHNOLOGIES INC COM	P	2025-06-30
	SKECHERS U S A INC	P	2025-06-03
	SPROUTS FARMERS MARKETS INC	P	2025-06-24
	TRADEWEB MARKETS INC CLASS A	P	2025-06-20
	US FOODS HOLDING CORP	P	2025-06-20

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	757	1,538	-781
b	1,829	1,662	167
c	7	6	1
d	848	805	43
e	1,154	1,012	142
	887	3,212	-2,325
	882	943	-61
	1,028	980	48
	1,306	1,272	34
	1,425	1,140	285
	1,001	1,191	-190
	1,562	1,317	245
	896	702	194
	710	736	-26
	1,172	937	235
	5,834	11,304	-5,470
	1,264	995	269
	991	992	-1
	566	882	-316
	2,538	2,042	496
	1,034	1,459	-425
	835	1,146	-311
	685	697	-12
	1,068	2,108	-1,040
	838	592	246
	531	523	8
	1,654	2,194	-540
	1,076	791	285
	1,585	1,149	436
	207	141	66
	480	582	-102
	1,347	1,181	166
	1,084	906	178
	1,595	1,793	-198
	925	1,142	-217
	1,181	1,026	155
	5,010	6,485	-1,475
	480	633	-153
	1,145	1,017	128
	2,122	1,776	346
	662	1,143	-481
	779	1,021	-242
	419	443	-24
	919	937	-18
	1,467	1,076	391
	963	1,955	-992
	1,044	626	418
	1,232	1,242	-10
	5,153	4,376	777
	481	827	-346
	590	1,217	-627
	3,190	4,562	-1,372
	2,306	1,636	670
	2,117	1,327	790
	1,310	1,433	-123
	1,871	3,588	-1,717
	3,692	6,637	-2,945
	1,607	996	611
	3,083	7,685	-4,602
	415	1,127	-712
	3,434	6,776	-3,342
	3,366	2,033	1,333
	14,821	10,067	4,754
	3,081	5,452	-2,371
	11,152	11,713	-561
	2,295	1,283	1,012
	1,779	1,037	742
	13,167	5,989	7,178
	1,917	828	1,089
	15,527	8,521	7,006
	11,088	2,430	8,658
	3,061	4,111	-1,050
	4,548	8,755	-4,207
	1,232	2,875	-1,643
	5,402	6,399	-997
	6,665	8,374	-1,709
	6,003	5,035	968
	750	376	374
	1,699	839	860
	8,010	3,026	4,984
	2,459	2,372	87
	413	426	-13
	4,018	841	3,177
	1,213	1,725	-512
	1,244	858	386
	15,684	2,141	13,543
	13,580	7,726	5,854
	2,335	3,058	-723
	2,578	411	2,167
	1,483	1,130	353
	2,158	280	1,878
	2,062	770	1,292
	660	153	507
	8,957	459	8,498
	492	422	70
	100	162	-62
	2,054	1,384	670
	4,226	3,053	1,173
	1,408	216	1,192
	502	615	-113
	760	221	539
	548	543	5
	1,577	484	1,093
	2,823	980	1,843
	3,189	837	2,352
	1,912	502	1,410
	2,199	1,706	493
	993	1,911	-918
	1,905	1,617	288
	1,559	1,323	236
	1,856	1,440	416
	124	53	71
	2,096	776	1,320
	3,562	1,291	2,271
	2,788	1,932	856
	1,761	1,813	-52
	2,149	2,093	56
	1,454	934	520
	1,617	1,538	79
	661	313	348
	2,330	868	1,462
	2,224	868	1,356
	1,700	724	976
	692	289	403
	2,928	1,574	1,354
	1,086	996	90
	2,633	280	2,353
	2,682	1,977	705
	2,246	2,341	-95
	1,019	684	335
	986	579	407
	1,645	444	1,201
	2,011	543	1,468
	2,505	1,785	720
	3,862	2,427	1,435
	386	353	33
	2,264	787	1,477
	2,836	221	2,615
	534	1,119	-585
	1,755	3,735	-1,980
	1,709	2,338	-629
	765	825	-60
	460	440	20
	3,353	2,962	391
	3,172	1,966	1,206
	1,647	740	907
	1,115	316	799
	1,787	1,584	203
	730	145	585
	318	229	89
	1,162	1,158	4
	961	979	-18
	1,447	861	586
	3,089	2,244	845
	2,889	3,346	-457
	3,088	650	2,438
	1,085	701	384
	410	495	-85
	2,289	4,039	-1,750
	3,005	2,021	984
	567	515	52
	1,433	981	452
	2,123	1,460	663
	1,227	381	846
	771	458	313
	2,500	2,896	-396
	2,109	1,872	237
	1,480	254	1,226
	18,596	1,120	17,476
	988	874	114
	1,724	1,564	160
	1,671	1,555	116
	1,033	178	855
	982	166	816
	3,163	3,226	-63
	12,135	8,797	3,338
	1,026	997	29
	621	552	69
	2,687	1,828	859
	1,728	1,383	345
	442	234	208
	2,450	1,178	1,272
	1,604	1,599	5
	1,145	1,146	-1
	3,088	868	2,220
	803	896	-93
	1,128	1,278	-150
	2,783	2,174	609
	1,670	1,287	383
	2,319	473	1,846
	2,599	1,851	748
	3,162	2,366	796
	1,391	1,405	-14
	4,237	3,777	460
	571	203	368
	1,652	459	1,193
	1,996	1,317	679
	2,141	679	1,462
	3,409	3,177	232
	2,689	683	2,006
	2,327	1,317	1,010
	2,086	1,062	1,024
	2,285	1,529	756
	1,801	1,201	600
	683	389	294
	2,324	2,419	-95
	2,912	2,565	347
	5,833	2,933	2,900
	1,761	2,289	-528
	1,091	847	244
	815	852	-37
	1,828	2,285	-457
	1,104	1,285	-181
	6,475	1,566	4,909
	2,251	3,896	-1,645
	1,771	1,395	376
	703	811	-108
	621	680	-59
	1,400	682	718
	1,419	1,569	-150
	437	279	158
	4,188	2,483	1,705
	13,429	9,462	3,967
	5,920	1,753	4,167
	6,125	1,379	4,746
	13,822	11,428	2,394
	1,786	2,477	-691
	16,931	18,387	-1,456
	7,153	7,959	-806
	2,895	3,961	-1,066
	2,674	1,631	1,043
	13,966	5,009	8,957
	2,518	2,779	-261
	8,136	2,092	6,044
	2,614	3,344	-730
	3,587	3,692	-105
	2,596	2,184	412
	18,910	19,127	-217
	17,303	9,452	7,851
	564	154	410
	14,570	1,958	12,612
	5,761	1,299	4,462
	11,563	2,114	9,449
	14,338	7,726	6,612
	2,849	1,667	1,182
	4,379	1,491	2,888
	3,411	3,463	-52
	2,715	754	1,961
	2,214	1,357	857
	2,487	3,566	-1,079
	13,559	7,247	6,312
	2,254	1,088	1,166
	3,783	528	3,255
	27,246	20,444	6,802
	12,222	10,841	1,381
	2,636	3,270	-634
	13,027	2,115	10,912
	1,882	1,013	869
	21,053	25,133	-4,080
	2,008	3,207	-1,199
	1,654	1,216	438
	4,076	1,712	2,364
	2,595	3,890	-1,295
	1,222	3,046	-1,824
	2,044	4,662	-2,618
	2	1	1
	12,157	11,426	731
	15,283	2,358	12,925
	7,068	1,698	5,370
	8,413	753	7,660
	2,965	1,120	1,845
	2,781	3,260	-479
	7,528	2,028	5,500
	2,295	1,779	516
	2,374	838	1,536
	14,204	18,393	-4,189
	2,034	3,520	-1,486
	1,972	1,018	954
	4,890	2,861	2,029
	6,089	8,386	-2,297
	2,185	332	1,853
	2,834	1,567	1,267
	3,407	3,510	-103
	4,964	666	4,298
	3,449	2,085	1,364
	3,099	1,647	1,452

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-781
b			167
c			1
d			43
e			142
			-2,325
			-61
			48
			34
			285
			-190
			245
			194
			-26
			235
			-5,470
			269
			-1
			-316
			496
			-425
			-311
			-12
			-1,040
			246
			8
			-540
			285
			436
			66
			-102
			166
			178
			-198
			-217
			155
			-1,475
			-153
			128
			346
			-481
			-242
			-24
			-18
			391
			-992
			418
			-10
			777
			-346
			-627
			-1,372
			670
			790
			-123
			-1,717
			-2,945
			611
			-4,602
			-712
			-3,342
			1,333
			4,754
			-2,371
			-561
			1,012
			742
			7,178
			1,089
			7,006
			8,658
			-1,050
			-4,207
			-1,643
			-997
			-1,709
			968
			374
			860
			4,984
			87
			-13
			3,177
			-512
			386
			13,543
			5,854
			-723
			2,167
			353
			1,878
			1,292
			507
			8,498
			70
			-62
			670
			1,173
			1,192
			-113
			539
			5
			1,093
			1,843
			2,352
			1,410
			493
			-918
			288
			236
			416
			71
			1,320
			2,271
			856
			-52
			56
			520
			79
			348
			1,462
			1,356
			976
			403
			1,354
			90
			2,353
			705
			-95
			335
			407
			1,201
			1,468
			720
			1,435
			33
			1,477
			2,615
			-585
			-1,980
			-629
			-60
			20
			391
			1,206
			907
			799
			203
			585
			89
			4
			-18
			586
			845
			-457
			2,438
			384
			-85
			-1,750
			984
			52
			452
			663
			846
			313
			-396
			237
			1,226
			17,476
			114
			160
			116
			855
			816
			-63
			3,338
			29
			69
			859
			345
			208
			1,272
			5
			-1
			2,220
			-93
			-150
			609
			383
			1,846
			748
			796
			-14
			460
			368
			1,193
			679
			1,462
			232
			2,006
			1,010
			1,024
			756
			600
			294
			-95
			347
			2,900
			-528
			244
			-37
			-457
			-181
			4,909
			-1,645
			376
			-108
			-59
			718
			-150
			158
			1,705
			3,967
			4,167
			4,746
			2,394
			-691
			-1,456
			-806
			-1,066
			1,043
			8,957
			-261
			6,044
			-730
			-105
			412
			-217
			7,851
			410
			12,612
			4,462
			9,449
			6,612
			1,182
			2,888
			-52
			1,961
			857
			-1,079
			6,312
			1,166
			3,255
			6,802
			1,381
			-634
			10,912
			869
			-4,080
			-1,199
			438
			2,364
			-1,295
			-1,824
			-2,618
			1
			731
			12,925
			5,370
			7,660
			1,845
			-479
			5,500
			516
			1,536
			-4,189
			-1,486
			954
			2,029
			-2,297
			1,853
			1,267
			-103
			4,298
			1,364
			1,452

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	267,540
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	4,143
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	4,143
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	4,143
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,720
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	1,720
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	2,423
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

CHARLES A LOWENHAUPT Telephone no. right arrow

(314) 345-8123

Located at right arrow

1401 S BRENTWOOD SUITE 200SAINT LOUISMO ZIP+4 right arrow

631441440

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
CHARLES A LOWENHAUPT	TRUSTEE 1.00	0	0	0
1401 S BRENTWOOD BLVD ST LOUIS,MO63144	TRUSTEE 1.00	0	0	0
CAROLYN OHLSEN	TRUSTEE 1.00	0	0	0
1401 S BRENTWOOD BLVD ST LOUIS,MO63144	TRUSTEE 1.00	0	0	0
LEONARD DREY	TRUSTEE 1.00	0	0	0
240 LINDEN AVENUE ST LOUIS,MO63105	TRUSTEE 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,216,011

Average of monthly cash balances.......................

533,500

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,749,511

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,749,511

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

71,243

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,678,268

Minimum investment return. Enter 5% (0.05) of line 5................

233,913

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

233,913

Tax on investment income for 2024 from Part V, line 5 .......

4,143

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

4,143

Distributable amount before adjustments. Subtract line 2c from line 1............

229,770

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

229,770

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

229,770

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

209,674

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

209,674

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				229,770
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			209,674
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 209,674
a Applied to 2023, but not more than line 2a			209,674
b Applied to undistributed income of prior years (Election required—see instructions).....		0
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2024 distributable amount.....				0
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				229,770
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
LAD FOUNDATION 725 KINGSLAND AVENUE SUITE 100 ST LOUIS,MO63130	NONE	PUBLIC CHARITY	CONSERVATION AND EDUCATION ON THE MO OZARK REGION	209,674
Total ................................. 3a				209,674

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	79,733
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			18	193
8 Gain or (loss) from sales of assets other than inventory ............			18	267,540
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		347,466	0

13Total. Add line 12, columns (b), (d), and (e)..................

347,466

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

LEO DREY PIONEER FOUNDATION

EIN:

32-6059193

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING SERVICES	3,750	3,750		0

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

LEO DREY PIONEER FOUNDATION

EIN:

32-6059193

Name of Stock	End of Year Book Value	End of Year Fair Market Value
EQUITIES	2,274,889	4,440,068

- TIN:

TY 2024 OtherAssetsSchedule

Name:

LEO DREY PIONEER FOUNDATION

EIN:

32-6059193

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
PREPAID TAXES	2,580	1,720	1,720

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

LEO DREY PIONEER FOUNDATION

EIN:

32-6059193

Description	Amount
NON-TAXABLE, NON-CASH RETURN OF CAPITAL	885

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

LEO DREY PIONEER FOUNDATION

EIN:

32-6059193

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	193	193	193

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

LEO DREY PIONEER FOUNDATION

EIN:

32-6059193

Category	Amount	Net Investment Income
INVESTMENT FEES - US TRUST	3,362	3,362
INVESTMENT FEES - CIBC	8,385	8,385
FAMILY OFFICE FEES	32,011	32,011
ADR FEES	524	524

- TIN:

TY 2024 TaxesSchedule

Name:

LEO DREY PIONEER FOUNDATION

EIN:

32-6059193

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL EXCISE TAX	1,693	0		0
FOREIGN TAXES	1,347	1,347		0