2025-11-14T15:53:59-06:00 2024-12-31 630864426 MAYNARD NEXSEN PC 227 W TRADE ST SUITE 2300 CHARLOTTE NC 28202 990PF 2024-01-01 830629821 DSJK Roberts Foundation Inc DSJK 7043385324 15140 Hampworth Dr Carmel IN 46033 David A Roberts President 7045011121 2025-11-14 1 1 Robert D Lyerly Jr P00863014 7043385324 2024 2025-03-06 01:10:19Z X 1686300 X 12000 X 29967 29967 126732 745426 126732 168699 156699 0 0 0 17743 17743 0 475 475 0 6053 6053 0 24271 24271 0 602500 602500 626771 24271 602500 -458072 132428 21254 59417 59417 0 48966 48755 245505 509279 1488128 1050939 16114 16879 0 66391 73121 1317698 700167 1686300 5000 0 5000 X 0 0 5543697 5391238 -4225999 -4696071 1317698 695167 1317698 700167 1317698 -458072 0 859626 164459 695167 Publicly Traded Securities 2024-12-31 159768 141601 18167 18167 Publicly Traded Securities 2024-12-31 30 26 4 4 Publicly Traded Securities 2024-12-31 584133 475996 108137 108137 Publicly Traded Securities 2024-12-31 1292 1071 221 221 Capital Gains Dividends P 203 203 203 126732 1841 0 1841 0 1841 3579 0 2400 0 5979 X 0 4138 4138 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A Susan Roberts 7048068280 15140 Hampworth Drive Carmel IN 46033 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 David A Roberts 15140 Hampworth Drive Carmel IN 46033 President 2.00 0 0 0 Susan T Roberts 15140 Hampworth Drive Carmel IN 46033 Vice President 2.00 0 0 0 Jeffrey D Roberts 15140 Hampworth Drive Carmel IN 46033 Vice President/Treasurer 1.00 0 0 0 Karen Winner 15140 Hampworth Drive Carmel IN 46033 Vice President/Secretary 1.00 0 0 0 NONE 0 NONE 0 0 1935084 37861 0 1972945 0 0 1972945 29594 1943351 97168 97168 1841 1841 95327 0 95327 0 95327 602500 0 602500 95327 0 0 4649650 77675 4727325 602500 0 0 0 95327 507173 0 0 5234498 0 0 0 0 0 0 0 5234498 4649650 77675 507173 2018-05-22 David A Roberts Susan T Roberts Jeffrey D Roberts Karen Winner X Ascension St Vincent Foundation 250 West 96th Street Indianapolis IN 46260 Public Charitable 30000 Evernham Family-Racing for a Reason 105 Bevan Drive Mooresville NC 28115 Private Charitable 20000 Gary Sinise Foundation PO Box 40726 Nashville TN 37204 Public Charitable 5000 Indianapolis Motor Speedway (IMS) Foundation 4750 West 16th Street Indianapolis IN 46222 Public Chartable 500000 Judicial Watch 425 Third St SW Suite 800 Washington DC 20024 Public Charitable 4000 Marine Corps League - Department of Indiana 550 S Audubon Rd Indianapolis IN 46219 Public Charitable 13500 The Heros Club PO Box 4236 Carmel IN 46082 Public Charitable 30000 602500 0 14 29967 18 126732 0 156699 0 156699 0 0 0 0 0 0 0 0 0 0 WF #7100 Corporate Bonds 16114 16879 WF #6512 - Carlisle Companies Inc 245505 1140453 WF #7100 Publicly Traded Stock, Options and EFT 263774 347675 17451 17010 31515 31745 WF #7100 Mutual Funds AT COST 66391 73121 Legal Fees 17743 17743 0 Assets 152459 Contributions allocated to Paid In Capital 12000 WF #7100 - Investment Fees 5951 5951 0 WF #7100 ADR Fees 102 102 0 Foreign Taxes 475 475 0