2024-11-07T16:16:10-05:00 2023-12-31 830276355 HARKER MELLINGER LLC 1811 S SHERIDAN AVE SHERIDAN WY 82801 990PF 2023-01-01 742269660 THE ROBERTS FAMILY FOUNDATION ROBE 3076720785 1811 S SHERIDAN AVENUE SHERIDAN WY 82801 DONALD B ROBERTS PRESIDENT 3076744152 2024-11-09 true true ALICIA I COX CPA P00633076 3076720785 2024-11-07 2023 2024-10-15 13:58:12Z X 1143875 X X 5644 23 5644 20206 18215 20206 15040 350497 6444 6444 47334 18238 32294 1100 880 220 126 126 3362 2858 504 14285 11428 2857 18873 15292 504 3077 150635 150635 169508 15292 504 153712 -122174 2946 31790 22687 22604 22604 2984 1040 1040 1034461 888066 1120231 1060132 911710 1143875 0 X 1060132 911710 1060132 911710 1060132 911710 1060132 -122174 937958 26248 911710 41 41 41 41 false false false false false true true false true true true false false false false true N/A DONALD B ROBERTS 3076720785 1811 S SHERIDAN AVENUE SHERIDAN WY 82801 false false false false false false false false false false false false false false false false false false false false DONALD B ROBERTS 20 PINE LANE SHERIDAN WY 82801 PRESIDENT 1.00 0 0 0 JAY MCGINNIS 417 NORTH JEFFERSON STREET SHERIDAN WY 82801 SECRETARY 1.00 0 0 0 NONE NONE N/A 978639 23891 0 1002530 1002530 15038 987492 49375 49375 41 41 49334 49334 49334 153712 153712 49334 27262 40462 89656 157380 153712 49334 104378 261758 0 261758 27262 40462 89656 104378 X CHAPS GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 6000 AMERICAN INDIAN COLLEGE FUND GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 1000 AMERIDAN INDIAN COLLEGE FUND GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 2000 VOLUNTEERS OF AMERICA GENERAL SHERIDAN WY 82801 NONE 501C(3) GENERAL 15000 ST JOSEPH'S INDIAN SCHOOL GENERAL SHERIDAN WY 82801 NONE 501(C) 3 GENERAL 2000 ADVOCACY AND RESOURCE CENTER GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 1000 BIG HORN EDUCATION FUND GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 200 BIG BROTHERS BIG SISTERS GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 25000 GREEN HOUSE LIVING FOR SHERIDAN GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 50000 ST JOSEPH'S INDIAN SCHOOL GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 1000 SHERIDAN MEMORIAL HOPSITAL FOUND GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 20000 MUSEUM AT THE BIG HORNS GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 10000 SALVATION ARMY FOUNDATION GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 1000 SHERIDAN COMMUNITY FOUNDATION GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 10000 YMCA GENERAL SHERIDAN WY 82801 NONE 501(C)3 GENERAL 6435 150635 531120 5621 14 23 531120 346 14 19860 15040 INVESTMENT PARTNERS, LLC TS 531120 -9639 INVESTMENT PARTNERS, LLC GE 531120 617 INVESTMENT PARTNERS. LLC AY 531120 -783 INVESTMENT PARTNERS. LLC RE 531120 -8601 INVESTMENT PARTNERS, LLC HS 531120 24640 IRS REFUND 41 210 12201 20093 15040 47334 false false false false false false false false false false ACCOUNTING 1100 880 220 TD AMERITRADE - ST 2023-01 PURCHASE 2023-12 295811 295114 697 TD AMERITRADE - LT 2022-07 PURCHASE 2023-07 38367 23592 14775 CHARLES SCHWAB - LT 2022-05 PURCHASE 2023-11 16319 16751 -432 TD AMERITRADE PRIVATE FUND PERFORMANCE 203046 219339 CHARLES SCHWAB 685020 900892 UNREALIZED LOSS 26248 EXPENSES INVESTMENT 14184 11347 2837 BANK SERVICE CHARGES 101 81 20 INVESTMENT PARTNERS, LLC TSF -9639 -9639 INVESTMENT PARTNERS, LLC GEO 617 617 INVESTMENT PARTNERS. LLC AYF -783 -783 INVESTMENT PARTNERS. LLC REO -8601 -8601 INVESTMENT PARTNERS, LLC HSF 24640 24640 IRS REFUND 210 210 TD AMERITRADE FOREIGN TAX 626 532 94 990 2736 2326 410