2024-05-09T12:41:57-05:00 2023-12-31 134008324 PWC US TAX LLP 101 W WASHINGTON ST STE 1300 INDIANAPOLIS IN 462043409 990PF 2023-01-01 271529236 ROBERTS FAMILY FOUNDATION INC ROBE 3176272033 2090 MULSANNE DRIVE ZIONSVILLE IN 46077 JOHN T ROBERTS PRESIDENT 3177338630 2024-05-09 1 JOHN ROBERTS 999009999 0 DOUGLAS BATTAGLIA P01487495 3123880225 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3442974 X X 106145 106048 302307 691346 302307 408452 408355 0 0 0 0 0 15900 7950 0 7950 21677 21677 0 0 2686 1637 0 0 40263 31264 0 7950 201700 201700 241963 31264 0 209650 166489 377091 0 14261 21661 21661 38213 20313 20313 2484 154 2484 2484 3743 2694 2694 2554179 2732346 3395822 2610550 2779498 3442974 0 0 X 0 0 0 0 2610550 2779498 2610550 2779498 2610550 2779498 2610550 166489 2556 2779595 97 2779498 CUSIP: XXX-XX-XXXX P 2012-12-10 2023-07-12 499801 152306 347495 347495 CUSIP: 72201F490 P 2017-07-21 2023-12-31 63050 73472 -10422 -10422 CUSIP: 74254V232 P 2017-07-21 2023-12-31 60173 72848 -12675 -12675 CUSIP: 78468R622 P 2014-06-30 2023-12-31 59776 80850 -21074 -21074 CUSIP: 75513E101 P 2023-07-27 2023-12-09 8546 9563 -1017 -1017 302307 -1017 5242 0 5242 0 5242 2694 0 0 0 2694 0 2548 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A BUDD GLASSBERG 3178730100 1480 EVENSTAR BLVD CARMEL IN 462802861 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN T ROBERTS 2090 MULSANNE DRIVE ZIONSVILLE IN 46077 DIRECTOR, PRESIDENT 5.00 0 0 0 ROBIN R ROBERTS 2090 MULSANNE DRIVE ZIONSVILLE IN 46077 DIRECTOR, VICE PRESIDENT 1.00 0 0 0 ALAN MCLAUGHLIN 1565 S YORK STREET DENVER CO 80210 DIRECTOR 1.00 0 0 0 ALLISON DEJONG 4331 CREEKSIDE PASS ZIONSVILLE IN 46077 DIRECTOR 1.00 0 0 0 KELSIE ROBERTS 1119 E 10TH STREET INDIANAPOLIS IN 46202 DIRECTOR 1.00 0 0 0 CHARLES ROBERTS 4408 N PARK AVE INDIANAPOLIS IN 46205 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 3302960 52627 5178 3360765 0 0 3360765 50411 3310354 165518 165518 5242 5242 160276 0 160276 0 160276 209650 0 209650 160276 0 0 14105 46238 60343 209650 0 0 0 160276 49374 0 0 109717 0 0 0 0 0 0 0 109717 14105 46238 49374 X BOONE COUNTY MENTORING PARTNERS 404 W CAMP STREET LEBANON IN 46052 501 (C) (3) PUBLIC C MENTORING YOUTH IN BOONE COUNTY MATCHING VOLUNTEERS WITH INDIVIDUAL CHILDREN 9-12 (SPARK), AND MIDDLE SCHOOL YOUTH (IGNITE) ALONG WITH THE YOUTH ASSISTANCE PROGRAM WHICH SERVES AS EARLY INTERVENTION FOR YOUTHS AGES 3-17 FACING CHALLENGING LIFE CIRCUMSTANCES. DONATION OF $30,000 TO BE ALLOCATED TOWARD THE PROGRAMS AS THEIR BOARD SEES FIT. 30000 BOYS AND GIRLS CLUB OF BOONE COUNTY 403 W MAIN ST LEBANON IN 46052 501 (C) (3) PUBLIC C DONATION OF $50,000 TO FUND THEIR CAPITAL CAMPAIGN WHICH WAS A 3 TO 1 MATCH. 50000 COMMUNITY FOUNDATION OF BOONE COUNTY 102 N LEBANON STREET SUITE 200 LEBANON IN 46052 501 (C) (3) PUBLIC C THE COMMUNITY FOUNDATION OF BOONE COUNTY UNITES PEOPLE, ORGANIZATIONS, AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. THE ROBERTS FAMILY FOUNDATION APPROVED A THREE-YEAR PLEDGE TOWARD ELI LILLY'S GIFT VIII PROGRAM INCLUDING $30,000 MADE IN 2023, AND A PLEDGE OF $35,000 IN 2024 AND $35,000 IN 2025. 30000 BUTLER UNIVERSITY COLLEGE OF EDUCATION 4250 HAUGHEY AVEVUE INDIANAPOLIS IN 46208 501 (C) (3) PUBLIC C DONATION OF $47,700 IN SUPPORT OF THE NATIONAL REGGIO EMILIA EDUCATION ASSOCIATION NATIONAL CONFERENCE HOSTED BY BUTLER'S COE IN SEPTEMBER OF 2023. 47700 HABITAT FOR HUMANITY OF BOONE COUNTY 10650 ANDRADE DRIVE ZIONSVILLE IN 46077 501 (C) (3) PUBLIC C DONATION OF $40,000 FOR FUNDING HABITAT FOR HUMANITY OF BOONE COUNTY GRACE FIELDS PROJECT IN WHITESTOWN INDIANA. THE GIFT WAS CAPITAL FUNDING FOR THE BUILDING OF A COMMUNITY OF SMALL FAMILY HOMES FOR QUALIFIED HABITAT RECIPIENTS OVER SEVERAL YEARS. 40000 HUSSEY MAYFIELD LIBRARY 250N 5TH STREET ZIONSVILLE IN 46007 501 (C) (3) PUBLIC C DONATION OF $4,000 IN SUPPORT OF IMPROVING THE ZIONSVILLE, INDIANA LIBRARY'S CHILDREN'S AREA. THAT DONATION WAS MATCHED BY THE COMMUNITY FOUNDATION OF BOONE COUNTY. 4000 201700 COMMUNITY FOUNDATION OF BOONE COUNTY 102 N LEBANON STREET SUITE 200 LEBANON IN 46052 501 (C) (3) PUBLIC C THE COMMUNITY FOUNDATION OF BOONE COUNTY UNITES PEOPLE, ORGANIZATIONS, AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. THE ROBERTS FAMILY FOUNDATION APPROVED A THREE-YEAR PLEDGE TOWARD ELI LILLY'S GIFT VIII PROGRAM INCLUDING $30,000 MADE IN 2023, AND A PLEDGE OF $35,000 IN 2024 AND $35,000 IN 2025. 70000 70000 14 106145 18 302307 0 408452 0 408452 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15900 7950 0 7950 NONE 0 PURSUANT TO INDIANA DOR, THE REVISED FILING REQUIREMENT FOR FORM NP-20 IS EVERY 5 YEARS BEGINNING IN 2022. INVESTMENTS 2732346 3395822 NON-DIVIDEND DISTRIBUTION 97 CHANGE IN ACCRUAL 2556 BROKERAGE FEES 21677 21677 0 0 FEDERAL TAXES PAID 1049 0 0 0 FOREIGN TAX WITHELD 1637 1637 0 0