2026-08-31T10:55:44-05:00 2025-10-31 390859910 BAKER TILLY ADVISORY GROUP LP 6 RESEARCH DRIVE SUITE 450 SHELTON CT 06484 990PF 2024-11-01 061286111 THE DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC DANI 2033223212 115 CROSS COUNTRY TRAIL STAMFORD CT 06903 JERI ROBERTS APPEL PRESIDENT 2033223212 2026-08-26 1 1 DAVID C MOSEMAN P00538224 2033665876 2026-08-07 2024 X 1221618 X X 337 337 33982 33982 35970 244442 35970 70289 70289 0 0 0 3175 0 3175 216 0 0 10646 10646 0 14037 10646 3175 53946 53946 67983 10646 57121 2306 59643 25412 30912 30912 1710 1243 1710 1710 26634 26634 58927 952853 949192 1130069 1006142 1008448 1221618 0 0 X 0 0 0 0 1006142 1008448 1006142 1008448 1006142 1008448 1006142 2306 0 1008448 0 1008448 MERRILL LYNCH #4115 P 14366 13177 1189 1189 MERRILL LYNCH #4115 P 214688 195295 19393 19393 CAPITAL GAINS DIVIDENDS P 15388 15388 15388 35970 829 0 829 0 829 800 0 1300 0 2100 0 1271 1271 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A JERI APPEL 2039773991 115 CROSS COUNTRY TRAIL STAMFORD CT 06903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JERI R APPEL 115 CROSS COUNTRY TRAIL STAMFORD CT 06903 PRESIDENT/DIRECTOR 1.00 0 0 0 ERIC S ROBERTS 9607 TIMBERHAWK CIRCLE 21 HIGHLANDS RANCH CO 80126 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1186426 33186 0 1219612 0 0 1219612 18294 1201318 60066 60066 829 829 59237 0 59237 0 59237 57121 0 57121 59237 0 0 421 15240 2323 6933 24917 57121 0 0 0 57121 0 2116 2116 22801 0 0 0 0 0 0 0 22801 13545 2323 6933 X SEE LISTING OF CHARITABLE ORGANIZATIONS ATTACHED SEE ADDRESS LISTING ATTACHED STAMFORD CT 06903 NONE 501(C)(3) FOR GENERAL PURPOSES 53946 53946 0 14 337 14 33982 18 35970 0 70289 0 70289 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3175 0 3175 EQUITIES #04452 26634 58927 MUTUAL FUNDS #04452 AT COST 31857 18576 MUTUAL FUNDS #04115 AT COST 917335 1111493 INVESTMENT MANAGEMENT & SERVICE FEES 10646 10646 0 FEDERAL EXCISE TAX 216 0 0