2024-11-07T08:29:19-06:00 2023-12-31 260645306 AKA ADVISORY LLC 1701 SHALLCROSS AVE STE D WILMINGTON DE 19806 990PF 2023-01-01 510338698 THE ROBIN FOUNDATION C/O SUSAN ANDERSON ASHFORD CAPITAL MGMT ROBI 3026551750 ONE WALKERS MILL ROAD WILMINGTON DE 19807 DOROTHY LOVETT OFFICER 3026551750 2024-11-06 1 1 VICTOR S PELILLO CPA P00176177 3022307171 2024-11-06 2023 2024-10-15 13:58:12Z X 3331394 X 83267 37 37 43408 43408 58261 1101036 58261 1275 278 186248 101984 0 0 0 2950 2950 0 7500 7500 0 129 129 0 40153 40153 0 50732 50732 0 188160 188160 238892 50732 188160 -52644 51252 1 1 839718 74814 74814 1718810 2419036 3256579 2558528 2493851 3331394 0 0 X 504229 504229 0 0 2054299 1989622 2558528 2493851 2558528 2493851 2558528 -52644 2237 2508121 14270 2493851 WILMINGTON TRUST P 2023-12-31 347859 444683 -96824 -96824 WILMINGTON TRUST P 2023-12-31 753127 598092 155035 155035 CAPITAL GAINS DIVIDENDS P 50 50 50 58261 712 0 712 0 712 4963 0 0 0 4963 0 4251 4251 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 1 0 0 1 N/A ASHFORD CAPITAL MANAGEMENT INC 3026551750 ONE WALKERS MILL ROAD WILMINGTON DE 19807 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOROTHY DEHAVEN LOVETT C/O ASHFORD CAPITAL MGMT - ONE WALKERS MILL ROAD WILMINGTON DE 19807 PRESIDENT/TREASURER 0.00 0 0 0 EVELYN DEHAVEN LOVETT C/O ASHFORD CAPITAL MGMT - ONE WALKERS MILL ROAD WILMINGTON DE 19807 SECRETARY 0.00 0 0 0 VIRGINIA G LOVETT C/O ASHFORD CAPITAL MGMT - ONE WALKERS MILL ROAD WILMINGTON DE 19807 DIRECTOR 0.00 0 0 0 ROBERT A LOVETT II C/O ASHFORD CAPITAL MGMT - ONE WALKERS MILL ROAD WILMINGTON DE 19807 CHAIR OF FINANCE COMMITTEE 0.00 0 0 0 THEODORE ASHFORD ONE WALKERS MILL ROAD WILMINGTON DE 19807 DIRECTOR 0.00 0 0 0 THEODORE ASHFORD III ONE WALKERS MILL ROAD WILMINGTON DE 19807 DIRECTOR 0.00 0 0 0 JULIA SHUMLIN C/O ASHFORD CAPITAL MGMT - ONE WALKERS MILL ROAD WILMINGTON DE 19807 DIRECTOR 0.00 0 0 0 BENJAMIN SHUMLIN C/O ASHFORD CAPITAL MGMT - ONE WALKERS MILL ROAD WILMINGTON DE 19807 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 2068923 457266 0 2526189 0 0 2526189 37893 2488296 124415 124415 712 712 123703 0 123703 0 123703 188160 0 188160 123703 184326 0 0 188160 184326 0 0 3834 0 0 0 0 0 0 0 0 119869 0 0 0 DOROTHY DEHAVEN LOVETT ROBIN FOUNDATION GRANT REQUESTS CO ONE WALKERS MILL ROAD WILMINGTON DE 19807 3026551750 CONTACT FOUNDATION CONTACT FOUNDATION CONTACT FOUNDATION COMMUNITY ASYLUM SEEKERS PROJECT 112 HARDWOOD WAY SUITE 1 BRATTLEBORO VT 05301 NONE EXEMPT GENERAL 20000 DOWN SYNDROME ASSOCIATION OF DELAWARE PO BOX 747 MIDDLETOWN DE 19709 NONE EXEMPT GENERAL 20000 ETHIOPIAN COMMUNITY DEVELOPMENT COUNSEL 901 S HIGHLAND STREET ARLINGTON VA 22204 NONE EXEMPT GENERAL 20000 GEDAKINA PO BOX 9061 ESSEX VT 05451 NONE EXEMPT GENERAL 20000 GROUNDWORK COLLABORATIVE 1201 CONNECTICUT AVENUE NW WASHINGTON DC 20036 NONE EXEMPT GENERAL 5000 JOHN GRAHAM HOUSING & SERVICES 69 N MAIN STREET VERGENNES VT 05491 NONE EXEMPT GENERAL 8660 PROJECT NEW START 3301 GREEN ST CLAYMONT DE 19703 NONE EXEMPT GENERAL 12600 SUSU COMMUNITY FARM 94 RIVER ROAD NEWFANE VT 05345 NONE EXEMPT GENERAL 20000 THE BEAR PROJECT PO BOX 415 PINE RIDGE SD 57770 NONE EXEMPT GENERAL 20000 VETERANS WATCHMAKER INITIATIVE 307 N 6TH STREET ODESSA DE 19730 NONE EXEMPT GENERAL 20000 WEST END NEIGHBORHOOD HOUSE 710 N LINCOLN STREET WILMINGTON DE 19805 NONE EXEMPT GENERAL 15000 YOUNG MOMS 1624 JESSUP STREET WILMINGTON DE 19802 NONE EXEMPT GENERAL 6900 188160 0 14 37 14 43408 18 58261 EXCISE TAX REFUND 01 997 OTHER INVESTMENT INCOME 14 278 0 102981 0 102981 0 0 0 0 0 0 0 0 0 0 X X 1 DOROTHY DEHAVEN LOVETT ONE WALKERS MILL ADDRESS ON FILE WILMINGTON DE 19807 69184 X 2 EVELYN DEHAVEN LOVETT ONE WALKERS MILL ADDRESS ON FILE WILMINGTON DE 19807 4621 X 3 VIRGINIA Q LOVETT ONE WALKERS MILL ADDRESS ON FILE WILMINGTON DE 19807 4731 X 4 ROBERT LOVETT ONE WALKERS MILL ADDRESS ON FILE WILMINGTON DE 19807 4731 X 1 1108 SHARES OF HEALTHQUITY, INC 69184 2023-12-31 2 74 SHARES OF HEALTHEQUITY, INC 4621 2023-12-31 3 74 SHARES OF HEALTHEQUITY, INC 4731 2023-12-31 4 74 SHARES OF HEALTHEQUITY, INC 4731 2023-12-31 ACCOUNTING 2950 2950 0 WILMINGTON TRUST BROKERAGE ACCOUNT 2419036 3256579 ADJUST DONATED STOCK TO COST BASIS 14270 ASHFORD CAPITAL MGMT 29709 29709 0 WILMINGTON TRUST 10444 10444 0 EXCISE TAX REFUND 997 997 OTHER INVESTMENT INCOME 278 278 278 1099 VS. STATEMENT TIMING DIFFERENCE 2237 ADMIN EXPENSE 7500 7500 0 DOROTHY DEHAVEN LOVETT P O BOX 3567 GREENVILLE DE 19807 EVELYN DEHAVEN LOVETT 341 WINDMILL HILL RD NORTH PUTNEY VT 05346 VIRGINIA Q LOVETT 255 ST PAUL ST BROOKLINE MA 02446 ROBERT A LOVETT II 23 HARBOR ST MANCHESTER MA 01944 FOREIGN TAXES 129 129 0