2025-01-18T13:38:30-06:00 2024-06-30 232907990 SAMUEL G WHITE CPA 101 North Main St Greensburg PA 15601 990PF 2023-07-01 251622184 Robertshaw Charitable Foundation ROBE 7248327576 116 North Main Street Greensburg PA 15601 Marc Robertshaw Director 7248327576 2025-01-18 1 0 Samuel White P00188064 7248360890 2025-01-18 X 2023 2024-10-15 13:58:12Z X 1546738 X X 34812 34812 34812 33098 449649 33098 67910 67910 34812 0 0 0 0 4735 0 0 4735 5137 0 0 0 14423 0 0 14423 24295 0 0 19158 67024 67024 91319 0 0 86182 -23409 67910 34812 25240 26884 26884 1323345 1331416 1519854 1348585 1358300 1546738 2000 2000 33124 2000 35124 X 1346585 1323176 1346585 1323176 1348585 1358300 1346585 -23409 0 1323176 0 1323176 FULLER & THALER BEHAVIORAL SM CP EQ P 2021-01-01 2024-01-12 521 459 62 62 FULLER & THALER BEHAVIORAL SM CP EQ P 2021-01-01 2024-04-15 1393 1147 246 246 DFA EMERG MRKTS CORE EQ PORT #5272 P 2021-01-01 2023-08-17 618 635 -17 -17 DFA EMERG MRKTS CORE EQ PORT #5272 P 2021-01-01 2024-04-15 11085 10625 460 460 DFA US LARGE CO PORTFOLIO 5127 P 2021-01-01 2023-08-17 26792 22498 4294 4294 DFA US LARGE CO PORTFOLIO 5127 P 2021-01-01 2024-04-15 13816 10260 3556 3556 DFA US LARGE CO PORTFOLIO 5127 P 2021-01-01 2024-06-25 43476 30292 13184 13184 FEDERATED 840 GOV'T ULTRASHORT DURATION FD P 2021-01-01 2024-06-25 21180 21137 43 43 FEDERATED INTL EQUITY CL P 2021-01-01 2023-08-17 751 973 -222 -222 FEDERATED INTL EQUITY CL P 2021-01-01 2024-01-16 29673 28082 1591 1591 FEDERATED 225 TOTAL RETURN BD FD P 2021-01-01 2023-08-17 6933 8360 -1427 -1427 FEDERATED 225 TOTAL RETURN BD FD P 2021-01-01 2024-04-15 13331 16147 -2816 -2816 FIDELITY INTL INDX INST PRM P 2021-01-01 2023-08-17 5070 3885 1185 1185 FIDELITY INTL INDX INST PRM P 2021-01-01 2024-01-16 4516 3302 1214 1214 FIDELITY INTL INDX INST PRM P 2021-01-01 2024-04-15 22010 15674 6336 6336 FIDELITY SML CAP INS P 2021-01-01 2023-08-17 7705 5353 2352 2352 FIDELITY SML CAP INS P 2021-01-01 2024-01-16 2080 1392 688 688 FIDELITY SML CAP INS P 2021-01-01 2024-04-15 384 249 135 135 FIDELITY EMERG MKT INS P 2021-01-01 2023-08-17 19682 20035 -353 -353 FIDELITY EMERG MKT INS P 2021-01-01 2024-04-15 393 424 -31 -31 JP MORGAN CORE BD 3720 P 2021-01-01 2024-01-16 51033 61537 -10504 -10504 VANGUARD INTL GROWTH FD 581 P 2021-01-01 2023-08-17 943 974 -31 -31 VANGUARD INTL GROWTH FD 581 P 2021-01-01 2024-04-15 799 779 20 20 VANGUARD TOTAL BD MKT INDEX FD 584 P 2021-01-01 2023-08-17 4133 5226 -1093 -1093 VANGUARD TOTAL BD MKT INDEX FD 584 P 2021-01-01 2024-01-16 64433 72841 -8408 -8408 VANGUARD SHORT-TERM CORP BD INDEX 1945 P 2021-01-01 2023-11-20 25327 25167 160 160 VANGUARD GWTH INDEX FD 509 P 2021-01-01 2023-08-17 1161 1164 -3 -3 VANGUARD GWTH INDEX FD 509 P 2021-01-01 2023-11-28 435 407 28 28 VANGUARD GWTH INDEX FD 509 P 2021-01-01 2024-01-16 20126 17938 2188 2188 VANGUARD VALUE INDEX P 2021-01-01 2023-08-17 1782 1554 228 228 VANGUARD VALUE INDEX P 2021-01-01 2024-01-16 30231 25338 4893 4893 WESTERN ASSET CORE PLUS BD FD P 2021-01-01 2024-01-16 2101 2697 -596 -596 Capital Gains Dividends P 15736 15736 15736 33098 0 944 0 944 0 944 0 0 0 0 0 36 980 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A The Foundation 7248327576 116 N Main Street GREENSBURG PA 15601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Anne B Robertshaw 116 N Main St Greensburg PA 15601 Director 2.00 0 0 0 John A Robertshaw III 116 N Main St Greensburg PA 15601 Director 1.00 0 0 0 Marc B Robertshaw 116 N Main St Greensburg PA 15601 Director 2.00 0 0 0 Lisa Robertshaw Moeller 116 N Main St Greensburg PA 15601 Director 1.00 0 0 0 Natalie R Kelley 116 N Main St Greensburg PA 15601 Director 1.00 0 0 0 NONE 0 NONE 0 0 1510590 16790 0 1527380 0 0 1527380 22911 1504469 75223 75223 944 944 74279 0 74279 0 74279 86182 0 86182 74279 0 0 14053 14735 11307 13260 21301 74656 86182 0 0 0 74279 11903 0 0 86559 0 0 0 0 0 0 14053 72506 14735 11307 13260 21301 11903 The Foundation Manager co The Rober 116 N Main ST Greensburg PA 15601 7248327578 Brief description of the request and the organization submitted by mail Semi-annually N/A HEAL ANIMAL RESCUE 216 DEPOT ST YOUNGWOOD PA 15697 Not related Not related EQUIPMENT FOR THE NEW MOBILE MEDICAL CLINIC 2500 KISKI SCHOOL 200 POPLAR ST VANDERGRIFT PA 15690 Not related Not related 2023 GRANT FOR AN EDUCATIONAL EXPERT TO LEAD FACULTY IN A WORKSHOP 4000 MAKE-A-WISH FOUNDATION 707 GRANT ST 37TH FLOOR PITTSBURGH PA 15219 Not related Not related WISH FOR WESTMORELAND COUNTY 5000 WAYPOINT COMMUNITY CENTER 320 MALLARD ST WEST NEWTOWN PA 15089 Not related Not related 2023 GRANT FOR DAILY MEALS PROGRAM FOR MIDDLE & HIGH SCHOOL STUDENTS ATTENDING AFTER SCHOOL PROGRAM 2500 WESTMORELAND CO COMMUNITY COLLEGE 145 PAVILION LN YOUNGWOOD PA 15697 Not related Not related 2023 GRANT TO REMOVE & REPLACE WALLS ON THE SECOND FLOOR OF THE PUBLIC SAFETY TRAINING CENTER 3000 WESTMORELAND COUNTY BLIND ASSOC 911 S MAIN ST GREENSBURG PA 15601 Not related Not related 2023 GRANT FOR SIGNAGE & DECORATIVE MATERIALS FOR THE NEW WELCOME PLATFORM AREA 4000 WESTMORELAND SYMPHONY ORCHESTRA 951 OLD SALEM RD STE 1 GREENSBURG PA 15601 Not related Not related SUPPORT YOUTH SYMPHONY ORCHESTRA 2500 YWCA WESTMORELAND COUNTY 424 N MAIN ST GREENSBURG PA 15601 Not related Not related 2023 GRANT FOR THE PURCHASE OF NEW DOORS FOR THE THRIFT SHOP 2000 ACCESSABILITIES 449 FRYE FARM RD GREENSBURG PA 15601 Not related Not related 2023 GRANT TO PURCHASE LOW-TECH ASSISTIVE TECHNOLOGY ITEMS FOR THE FIRST STEPS EARLY INTERVENTION PROGRAM 2500 ADELPHOI 1133 VILLAGE WAY LATROBE PA 15650 Not related Not related 2023 GRANT FOR VIDEO PRODUCTION EQUIPMENT FOR THE STUDENTS NEWLY CREATED NEWS STATION AT ADELPHOI KETTERER CHARTER SCHOOL 2400 SAINT VINCENT COLLEGE 300 FRASER PURCHASE RD LATROBE PA 15650 Not related Not related 2023 GRANT FOR CAREER DAY FOR LOCAL MIDDLE & HIGH SCHOOL STUDENTS 1000 THE COMMUNITIES CENTER INC OF WEST FAIRFIELD PO BOX 109 NEW FLORENCE PA 15944 Not related Not related 2023 GRANT FOR A FENCE TO ENCLOSE THE PLAYGROUND AREA 2500 BOLIVAR BOROUGH 621 WASHINGTON STREET BOLIVAR PA 15923 Not related Not related FOR THE BOLIVAR PARKS AND RECREATION PROJECT TO BUILD NEW PAVILION AT KELLY MEMORIAL PARK 3000 BOY SCOUTS OF AMERICA 2 NORTHGATE SQUART GREENSBURG PA 15601 Not related Not related TO REPLACE FLOORING IN TWO AREAS AT ROHRBACHER LODGE AT CAMP CONESTOGA 6700 KEYSTONE SERVICE SYSTEMS 4391 STURBRIDGE DR HARRISBURG PA 17110 Not related Not related FOR SUSQUEHANNA SERVICE DOGS PROGRAM FOR CONTINUED TRAINING SERVICE DOGS FOR INDIVIDUALS IN WESTERN PA/WESTMORELAND COUNTY 3000 ST EMMA MONASTERY 1001 HARVEY AVENUE GREENSBURG PA 15601 Not related Not related TO REPAIR THE BRICK WING WALLS LOCATED AT MAIN ENTRANCE 3800 STAGE RIGHT 105 W FOURTH ST GREENSBURG PA 15601 Not related Not related TO SUPPORT THE STAGED THEATRE OUTREACH PROGRAM AND THEIR PERFORMANCES 5000 STONEYBROOK FOUNDATION 260 MOUNTAIN TRAIL LANE ACME PA 15610 Not related Not related TO PURCHASE MEDICATIONS, SUPPLEMENTS AND TREATMENTS NEEDED FOR HORSES USED FOR THERAPEUTIC RIDING PROGRAM 4200 THE FATHER'S HEART MINISTRIES 545 E 11TH STREET NEW YORK NY 10009 Not related Not related TO BE USED FOR SOFTWARE FEES, COST OF INTERNET AND MICROPHONES AND BATTERIES 500 WESTMORELAND COUNTY FOOD BANK 100 DEVONSHIRE DR DELMONT PA 15626 Not related Not related TO PURCHASE FOUR COMPUTER WORKSTATIONS 2924 WESTMORELAND CULTURAL TRUST 102 NORTH MAIN STREET GREENSBURG PA 15601 Not related Not related TO SUPPORT CONTINUED USE OF PATRON MANAGER/LEAP SOFTWARE USED IN TICKETING, MEMBERSHIP AND DONATION TRACKING, AND FOR CONSULTANT, NEVERDARK, LLC 4000 67024 0 14 34812 18 33098 0 67910 0 67910 0 0 0 0 0 0 0 0 0 0 Professional fees 4735 0 0 4735 DFA US LARGE COMPANY PORTFOLIO #5127 AT COST 428823 588802 FIDELITY INTL INDX - INST PRM #2363 AT COST 107555 127553 FIDELITY SML CAP INS AT COST 106439 116752 FIDELITY EMRG MKT INS AT COST 20709 21839 FEDERATED #225 TOTAL RETURN BOND AT COST 93382 85494 JP MORGAN CORE BOND #3720 AT COST 92414 85463 VANGUARD TOTAL BOND MKT INDEX FD #584 AT COST 87565 85620 WESTERN ASSET CORE PLUS BOND FD AT COST 67671 63796 VANGUARD INTL GROWTH FUND #581 AT COST 30136 32373 DODGE & COX INCOME FUND CL 1 AT COST 130001 128566 DFA EMERG MRKTS CORE EQ PORTFOLIO #5272 AT COST 19739 21609 FULLER & THALER BEHAVIORAL SM CP R6#5158 AT COST 34685 42220 VANGUARD LONG TERM TREASURY FD - ADM AT COST 21738 21219 FEDERATED #110 INTL LEADERS FD CL R6 AT COST 40961 43004 VANGUARD GROWTH & INCOME FD ADM #593 AT COST 49598 55544 Office & Administrative Fees 14423 0 0 14423 Investment Management Fees First Commonwealth Trust Department 5137 0 0 0