2025-11-24T13:08:20-06:00 2025-08-31 521193166 LEONARD J MILLER & ASSOCIATES CHTD 425 ST PAUL PLACE BALTIMORE MD 21202 990PF 2024-09-01 522306377 ROBERS FAMILY FOUNDATIONINC ROBE 4105394600 CO LEONARD JMILLER 425 ST PAUL BALTIMORE MD 21202 DR PHILLIP D ROBERS PRESIDENT/TREASURER 4105394600 2025-11-12 1 0 MYRNA B MITNICK CPA P00015248 4105394600 2025-11-16 2024 2025-03-06 01:10:19Z X 543329 X 30547 X 13332 13332 40078 92093 40078 83957 53410 0 0 0 3190 3190 0 3930 3930 0 307 0 0 639 0 0 8066 7120 0 72800 72800 80866 7120 72800 3091 46290 61921 51403 51403 398674 412283 491926 460595 463686 543329 0 0 X 460595 463686 0 0 0 0 460595 463686 460595 463686 460595 3091 0 463686 0 463686 LT FIDELITY SECURITY SALES P 2025-01-17 67215 52015 15200 15200 CAPITAL GAINS DIVIDENDS P 24878 24878 24878 40078 643 0 643 0 643 0 0 0 0 0 16 659 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 476424 55027 0 531451 0 0 531451 7972 523479 26174 26174 643 643 25531 0 25531 0 25531 72800 0 72800 25531 0 0 15175 23211 80202 28170 38335 185093 72800 0 0 0 25531 47269 0 0 232362 0 0 0 0 0 0 15175 217187 23211 80202 28170 38335 47269 X AMERICAN RED CROSS PO BOX 37243 WASHINGTON DC 20013 N/A 501(C)(3) TO PROVIDE RELIEF TO VICTIMS OF DISASTER 5000 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 RELIEF SERVICES 228 WEST LEXINGTON STREET BALTIMORE MD 21201 N/A 501(C)(3) CHARITABLE 1000 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 11000 CHRISTIAN APPALACHIAN PROJECT PO BOX 55911 LEXINGTON KY 40555 N/A 501(C)(3) TO SUPPORT CHARITABLE ENDEAVORS 5000 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 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 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 ROTHMAN INSTITUTE ORTHOPAEDIC FOUNDATION 925 CHESTNUT ST 5TH FLOOR PHILADELPHIA PA 191074216 N/A 501(C)(3) ROTHMAN INSTITUTE ORTHOPAEDIC FOUNDATION ENGAGES IN AND SUPPORTS BASIC SCIENTIFIC CLINICAL RESEARCH IN DISEASES OF THE SKELETAL SYSTEM AND RELATED ACTIVITIES. 10800 SISTERS OF THE IMMACULATE HEART OF MARY 1140 KING ROAD IMMACULATA PA 19345 N/A 501(C)(3) TO SUPPORT CHARITABLE ENDEAVORS 1000 ST CORNELIUS CATHOLIC CHURCH 160 RIDGE ROAD CHADDS FORD PA 19317 N/A 501(C)(3) CHARITABLE 1000 THE RIDDLE HEALTHCARE FOUNDATION 1068 W BALTIMORE PIKE MEDIA PA 19063 N/A 501(C)(3) PROVIDES FUNDRAISING AND DEVELOPMENT ACTIVITIES TO SUPPORT RIDDLE MEMORIAL HOSPITAL. 5000 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 WASHINGTON UNIVERSITY IN ST LOUIS ONE BROOKINGS DRIVE ST LOUIS MO 63130 N/A 501(C)(3) FOR EDUCATION ASSISTANCE 10000 72800 0 14 13332 18 40078 0 53410 0 53410 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3190 3190 0 YACKTMAN FUND AT COST 61290 71101 UNDISCOVERED MGRS BEHAVIOR VALUE FD AT COST 27413 37751 LORD ABBETT SHORT DURATION INCOME AT COST 13484 13226 O'SHAUGHNESSY MKT LEADERS VALUE AT COST 38285 55688 GQG PARTNERS EMERG MKTS EQ INSTL AT COST 27919 30931 EDGEWOOD GROWTH FUND INSTL CL AT COST 24108 32792 EATON VANCE ATLANTA CAP SMID CAP FD I AT COST 20214 23529 LORD ABBETTT CORE FIXED INCOME CL I AT COST 54403 54621 WCM FOCUSED INTL GROWTH FD INSTL AT COST 33002 42685 PIMCO EMERGING MARKETS BD INSTL (PEBIX) AT COST 11620 12495 LOOMIS SAYLES STRATEGIC ALPHA Y AT COST 11229 10785 DRIEHAUS SMALL CAP GROWTH INSTL CL AT COST 13842 18832 LAZARD INTERNATIONAL EQUITY INSTL AT COST 31951 39105 GATEWAY FUND CLASS Y AT COST 29189 34001 HARRISON STREET REAL ESTATE FUND AT COST 14334 14384 NON CASH BASIS ADJUSTMENT 639 0 0 BROKERAGE ACCOUNT FEES 3930 3930 0 FEDERAL EXCISE TAX 307 0 0