2024-11-27T11:08:14-06:00 2024-08-31 521193166 LEONARD J MILLER & ASSOCIATES CHTD 425 ST PAUL PLACE BALTIMORE MD 21202 990PF 2023-09-01 522306377 ROBERS FAMILY FOUNDATIONINC ROBE 4105394600 CO LEONARD JMILLER 425 ST PAUL BALTIMORE MD 21202 DR PHILLIP D ROBERS PRESIDENT/TREASURER 4105394600 2024-11-14 1 0 MYRNA B MITNICK CPA P00015248 4105394600 2024-11-08 2023 2024-10-15 13:58:12Z X 555075 X 29803 X 15360 15360 14530 95752 14530 59693 29890 0 0 0 3885 3885 0 3924 3924 0 44 0 0 1754 0 0 9607 7809 0 64000 64000 73607 7809 64000 -13914 22081 71229 61921 61921 395 402885 398674 493154 474509 460595 555075 0 0 X 474509 460595 0 0 0 0 474509 460595 474509 460595 474509 -13914 0 460595 0 460595 ST FIDELITY SECURITY SALES P 2024-03-07 3887 3744 143 143 LT FIDELITY SECURITY SALES P 2024-03-07 86464 77478 8986 8986 CAPITAL GAINS DIVIDENDS P 5401 5401 5401 14530 307 0 307 0 307 0 0 0 0 0 0 307 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A LEONARD J MILLER ASSOCIATES 4105394600 425 ST PAUL PLACE BALTIMORE MD 21202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR PHILIP D ROBERS 103 KEEPSAKE LANE CHADDS FORD PA 19317 PRESIDENT/TREASURER 1.00 0 0 0 SANDRA S ROBERS 103 KEEPSAKE LANE CHADDS FORD PA 19317 VP/SECRETARY 0.00 0 0 0 GRETCHEN SCOTT 609 HIGH PLAIN DRIVE BELAIR MD 21014 DIRECTOR 0.00 0 0 0 MARSHALL ROBERS 3401 MEADOW RUN ROAD DURHAM NC 27707 DIRECTOR 0.00 0 0 0 REBECCA ROBERS TURNBULL 103 KEEPSAKE LANE CHADDS FORD PA 19317 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 455968 71382 0 527350 0 0 527350 7910 519440 25972 25972 307 307 25665 0 25665 0 25665 64000 0 64000 25665 0 0 7056 15175 23211 80202 28170 153814 64000 0 0 0 25665 38335 0 0 192149 0 0 0 0 0 0 7056 185093 15175 23211 80202 28170 38335 X BRANDYWINE VALLEY SPCA 1212 PHOENIXVILLE PIKE WEST CHESTER PA 19380 N/A 501(C)(3) TO SUPPORT A LEADER IN ANIMAL WELFARE AND EMPOWER COMMUNITIES TO TREAT LIFE WITH RESPECT 10000 CATHOLIC CHARITIES APPEAL 160 RIDGE ROAD CHADDS FORD PA 19317 N/A 501(C)(3) TO SUPPORT CHARITABLE ENDEAVORS 1000 CENTER FOR ACTION & CONTEMPLATION PO BOX 12464 ALBUQUERQUE NM 87195 N/A 501(C)(3) ADVANCE MINDFULLNESS AND COMPASSIONATE ACTIONS 5000 CENTER FOR CHRISTOGENESIS 800 LANCASTTER AVE VILLANOVA PA 19085 N/A 501(C)(3) TO SUPPORT THE PUBLIC THROUGH RELIGION 5000 CHESTER COUNTY HOSPITAL FOUNDATION 701 E MARSHALL ST WEST CHESTER PA 19380 N/A 501(C)(3) TO PROVIDE HEALTH CARE SUPPORT THROUGH THE CHESTER COUNTY HOSPITAL 5000 CHRISTIAN APPALACHIAN PROJECT PO BOX 55911 LEXINGTON KY 40555 N/A 501(C)(3) TO SUPPORT CHARITABLE ENDEAVORS 5000 CHRISTINE CENTER W8303 MANN ROAD WILLARD WI 54493 N/A 501(C)(3) TO SUPPORT SPIRITUALITY 1500 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 N/A 501(C)(3) TO SUPPORT THE WORLDWIDE DELIVERY OF EMERGENCY MEDICAL AID TO VICTIMS OF CONFLICT, EPIDEMICS, AND DISASTERS 5000 FARM SANCTUARY 3100 AIKENS ROAD WATKINS GLEN NY 14891 N/A 501(C)(3) PURSUES BOLD SOLUTIONS TO END ANIMAL AGRICULTURE AND FOSTER JUST AND COMPASSIONATE VEGAN LIVING. WE ENVISION A WORLD WHERE SANCTUARY REPLACES EXPLOITATION. 1000 LIFETIME WELLS INTERNATIONAL 17 B MT PLEASANT DR ASTON PA 19014 N/A 501(C)(3) TO IMPROVE QUALITY OF LIFE IN DEVELOPING COUNTRIES BY PROVIDING CLEAN WATER. 5000 MARYKNOLL 55 RYDER ROAD ISSINING NY 10562 N/A 501(C)(3) TO BRING COMPASSION AND RELIEF TO THE POOR ON THE FRINGES OF SOCIETY 1000 MUSIC SCHOOL OF DELAWARE 4011 WASHINGTON STREET WILMINGTON DE 19802 N/A 501(C)(3) TO SUPPORT THE ARTS 1000 PHILABUNDANCE COMMUNITY KITCHEN 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 N/A 501(C)(3) TO HELP END THE CHOICE BETWEEN FOOD AND OTHER CRITICAL SERVICES FOR THOSE IN NEED 1000 SISTERS OF ST FRANCIS OF PHILADELPHIA 609 S COVENANT RD ASTON PA 19014 N/A 501(C)(3) TO SUPPORT COMMUNITY HEALTH 1000 SISTERS OF THE IMMACULATE HEART OF MARY 1140 KING ROAD IMMACULATA PA 19345 N/A 501(C)(3) TO SUPPORT CHARITABLE ENDEAVORS 1000 ST LUKES FOUNDATION 11327 SHAKER BLVD SUITE 600W CLEVELAND OH 44104 N/A 501(C)(3) TO IMPROVE AND TRANSFORM THE SOCIAL AND PHYSICAL WELL-BEING OF INDIVIDUALS AND FAMILIES IN THE BUCKEYE-SHAKER, WOODHILL, AND MT. PLEASANT NEIGHBORHOODS SURROUNDING SAINT LUKE'S AND THROUGHOUT CUYAHOGA COUNTY. 1000 ST CORNELIUS CATHOLIC CHURCH 160 RIDGE ROAD CHADDS FORD PA 19317 N/A 501(C)(3) CHARITABLE 3000 UNITED WAY OF SOUTHERN CHESTER COUNTY PO BOX 362 KENNETT SQUARE PA 19348 N/A 501(C)(3) TO PROVIDE LOCAL NON-PROFIT AGENCIES WITH FINANCIAL, PROFESSIONAL AND STRATEGIC SUPPORT 1000 USCCB-CATHOLIC CAMPAIGN FOR HUMAN DEVELOPMENT 3211 4TH STREET WASHINGTON DC 20017 N/A 501(C)(3) TO SUPPORT EFFORTS TO END DOMESTIC POVERTY 500 WASHINGTON UNIVERSITY IN ST LOUIS ONE BROOKINGS DRIVE ST LOUIS MO 63130 N/A 501(C)(3) FOR EDUCATION ASSISTANCE 10000 64000 0 14 15360 18 14530 0 29890 0 29890 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3885 3885 0 YACKTMAN FUND AT COST 64561 78689 UNDISCOVERED MGRS BEHAVIOR VALUE FD AT COST 16364 28167 LORD ABBETT SHORT DURATION INCOME AT COST 14175 13782 VERSUS CAPITAL MULTI MNGR REAL ESTATE AT COST 14316 14235 O'SHAUGHNESSY MKT LEADERS VALUE AT COST 30246 47816 GQG PARTNERS EMERG MKTS EQ INSTL AT COST 27417 32283 EDGEWOOD GROWTH FUND INSTL CL AT COST 27308 44761 EATON VANCE ATLANTA CAP SMID CAP FD I AT COST 17972 22920 LORD ABBETTT CORE FIXED INCOME CL I AT COST 51912 52681 WCM FOCUSED INTL GROWTH FD INSTL AT COST 32857 44264 PIMCO EMERGING MARKETS BD INSTL (PEBIX) AT COST 12090 12629 LOOMIS SAYLES STRATEGIC ALPHA Y AT COST 12415 11534 DRIEHAUS SMALL CAP GROWTH INSTL CL AT COST 11340 16236 LAZARD INTERNATIONAL EQUITY INSTL AT COST 36710 42132 GATEWAY FUND CLASS Y AT COST 28991 31025 NON CASH BASIS ADJUSTMENT 1754 0 0 BROKERAGE ACCOUNT FEES 3924 3924 0 FEDERAL EXCISE TAX 44 0 0