2021-03-25T10:12:39-05:00 2020-11-30 The Ayco Company LP PO Box 15201 Albany NY 122125201 990PF 2019-12-01 316299228 Roberts Foundation % BURNELL ROBERTS ROBE 9372991510 6439 Bethany Village Drive 304 Centerville OH 45459 EVAN ROBERTS Trustee 5186405000 2021-04-15 true Elizabeth VanTassel P01080611 5186405000 2019 2022-09-23 18:48:47Z X X 1902536 X 0 X 8 8 18667 18667 118850 1482070 118850 137525 137525 0 31693 31493 31693 31493 0 53550 53550 85243 31493 53550 52282 106032 68787 94719 94719 175604 319136 319136 807740 826565 1385693 236007 100000 102988 1288138 1340420 1902536 0 0 X 1288138 1340420 1288138 1340420 1288138 1340420 1288138 52282 1340420 1340420 PUBLICLY TRADED SECURITIES - MS 839 P 136059 136007 52 52 PUBLICLY TRADED SECURITIES - MS 310 P 1346011 1227213 118798 118798 118850 false 58100 1602229 0.036262 62300 1623554 0.038373 113944 1430279 0.079666 56250 1333484 0.042183 149861 1525579 0.098232 0.294716 0.058943 1704085 100444 1060 101504 53550 2121 2121 2121 4010 4010 1889 1889 false false false false false false false true true OH true false false false false true n/a BURNELL ROBERTS 9372991510 6439 BETHANY VILLAGE DRIVE 304 Centerville OH 45459 false false false false false false false false false false false false false false false false false false false false false false burnell r roberts 6439 Bethany Village Drive 304 Centerville OH 45459 trustee 1.0 0 0 0 karen r roberts 6439 Bethany Village Drive 304 Centerville OH 45459 trustee 1.0 0 0 0 Evan R Roberts 4414 Briar Glen Circle Birmingham AL 35243 Trustee 1.0 0 0 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). 1291202 438834 0 1730036 0 1730036 25951 1704085 85204 85204 2121 2121 83083 83083 83083 53550 0 0 0 0 53550 53550 83083 0 2017 2016 2015 0 27276 27276 53550 0 53550 0 27276 27276 0 0 0 2257 BURNELL R ROBERTS NONE X See Attachment various dayton OH 45419 none 501(c)(3) general charitable purposes 53550 53550 14 8 14 18667 18 118850 137525 137525 n/a Not Applicable false false false false false false false false false false MORGAN STANLEY 839 100000 102988 MORGAN STANLEY 310 826565 1385693 MANAGEMENT FEES 31493 31493 STATE FILING FEES 200 FEDERAL TAX PAID