Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE ROLLER-BOTTIMORE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 653067
  Room/suite
City or town
DALLAS
State or province
TX
Country  
ZIP or foreign postal code
752653067
A Employer identification number

54-1201084
B Telephone number (see instructions)

8043567308
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$14,517,749J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 251,669 248,428  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 525,070
b Gross sales price for all assets on line 6a 1,234,935
7 Capital gain net income (from Part IV, line 2)... 525,070
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 776,739 773,498  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 750 0 500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
137,973 110,973   27,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,457 1,712   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43 43    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 158,723 113,478 0 27,500
25 Contributions, gifts, grants paid....... 677,500 677,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 836,223 113,478 0 705,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -59,484
b Net investment income (if negative, enter -0-) 660,020
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 435,199 212,187 212,187
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 640,160 Click to see attachment
List of Attached Documents:
// Content
471,743 		495,124
b Investments—corporate stock (attach schedule)....... 5,211,650 Click to see attachment
List of Attached Documents:
// Content
5,541,317 		13,810,438
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,287,009 6,225,247 14,517,749
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,287,009 6,225,247
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,287,009 6,225,247
30 Total liabilities and net assets/fund balances (see instructions). 6,287,009 6,225,247
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,287,009
2
Enter amount from Part I, line 27a .....................
2
-59,484
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
407
4
Add lines 1, 2, and 3 ..........................
4
6,227,932
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,685
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,225,247
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 735. NVIDIA CORP COM   2019-03-18 2025-01-10
b 60. BERKSHIRE HATHAWAYINC DEL CL B NEW   2013-07-10 2025-01-29
c 25. BERKSHIRE HATHAWAYINC DEL CL B NEW   2014-02-25 2025-01-29
d 897. SELECT SECTOR SPDR TR ENERGY SHS BEN INT   2022-07-08 2025-03-05
e 10. APPLE INC COM   2010-01-28 2025-03-19
50. BROADCOM INC   2020-09-04 2025-03-19
537. ISHARES S&P SMALLCAP 600 INDEX FUND   2024-11-27 2025-03-19
610. MERCK AND CO INC SHS   2022-07-08 2025-03-19
436. PAYPAL HOLDINGS INC SHS   2023-03-31 2025-03-28
473. BLOCK INC   2023-03-31 2025-03-28
40. ABBOTT LABORATORIES   2013-11-12 2025-06-12
15. ABBVIE INC SHS   2022-07-13 2025-06-12
5. ADOBE SYS INC   2019-03-18 2025-06-12
5. AIR PRODUCTS AND CHEMICALS INC   2024-11-27 2025-06-12
35. ALPHABET INC SHS CL C   2013-07-10 2025-06-12
40. ALPHABET INC SHS CL A   2013-07-10 2025-06-12
30. ALTRIA GROUP INC   2015-01-22 2025-06-12
50. AMAZON COM INC   2016-02-24 2025-06-12
15. AMERICAN WTR WKS CO INC NEW   2010-10-28 2025-06-12
15. AMGEN INC COM   2013-07-10 2025-06-12
85. APPLE INC COM   2010-01-28 2025-06-12
25. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2024-10-08 2025-06-12
15. BECTON DICKINSON & COMPANY   2015-02-24 2025-06-12
12. BERKSHIRE HATHAWAYINC DEL CL B NEW   2014-02-25 2025-06-12
3. BERKSHIRE HATHAWAYINC DEL CL B NEW   2014-01-29 2025-06-12
50. BLACKSTONE INC   2019-07-30 2025-06-12
5. BLACKROCK INC REG SHS   2011-07-13 2025-06-12
65. BOSTON SCIENTIFIC CORPORATION   2018-01-03 2025-06-12
80. BROADCOM INC   2020-09-04 2025-06-12
25. CAPITAL ONE FINANCIAL CORPORATION   2016-11-03 2025-06-12
10. CATERPILLAR INCORPORATED   2020-10-16 2025-06-12
10. CHENIERE ENERGY   2023-03-31 2025-06-12
25. CHEVRONTEXACO CORP COM   2013-07-10 2025-06-12
75. CISCO SYSTEMS INCORPORATED   2010-10-28 2025-06-12
35. CONOCOPHILLIPS COM   2021-05-17 2025-06-12
10. CONSTELLATION ENERGY CORP REG SHS   2024-04-24 2025-06-12
10. COSTCO WHSL CORP NEW COM   2018-10-08 2025-06-12
15. CROWDSTRIKE HLDGS INC CL A   2024-11-27 2025-06-12
5. CUMMINS ENGINE INC   2020-09-29 2025-06-12
5. DEERE & COMPANY   2020-09-29 2025-06-12
25. DISNEY WALT CO   2013-11-12 2025-06-12
20. EOG RESOURCES INC   2021-05-17 2025-06-12
50. FREEPORT-MCMORAN COPPER & GOLD INC COM   2021-09-09 2025-06-12
15. HOME DEPOT INC   2010-10-28 2025-06-12
20. HONEYWELL INTERNATIONAL INC   2010-10-28 2025-06-12
5. IDEX CORP   2020-09-29 2025-06-12
35. J P MORGAN CHASE & CO COM   2014-01-29 2025-06-12
20. JOHNSON & JOHNSON   2010-10-28 2025-06-12
45. KKR & CO INC CL A   2020-09-29 2025-06-12
10. L3HARRIS TECHNOLOGIES INC   2020-11-05 2025-06-12
5. LILLY ELI & COMPANY   2023-12-11 2025-06-12
10. MASTERCARD INC   2014-02-25 2025-06-12
20. MCDONALDS CORP   2018-11-19 2025-06-12
35. MICROSOFT CORPORATION   2020-07-31 2025-06-12
40. MONDELEZ INTERNATIONAL INC   2010-10-28 2025-06-12
35. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2021-08-12 2025-06-12
30. NESTLE S A SPONSORED ADR   2010-10-28 2025-06-12
20. NIKE INC CL B   2013-10-04 2025-06-12
5. NORTHROP CORPORATION   2020-03-10 2025-06-12
225. NVIDIA CORP COM   2019-03-18 2025-06-12
20. PALO ALTO NETWORKS INC COM   2023-11-08 2025-06-12
15. PEPSICO INCORPORATED   2011-12-08 2025-06-12
15. PHILIP MORRIS INTL INC   2009-01-21 2025-06-12
20. PHILLIPS 66 SHS   2016-10-19 2025-06-12
20. PROCTER & GAMBLE CO COM   2010-10-28 2025-06-12
25. RTX CORP CORP   2008-06-16 2025-06-12
20. REPLIGEN CORP COM   2020-09-04 2025-06-12
15. ROCKWELL INTL CORP   2013-10-01 2025-06-12
25. SALESFORCE.COM INC COMMON   2017-05-11 2025-06-12
45. STARBUCKS CORP COM   2013-07-10 2025-06-12
10. THERMO ELECTRON CORP   2016-11-02 2025-06-12
15. UNION PAC CORP COM   2013-10-01 2025-06-12
20. UNITED PARCEL SERVICE CL B   2011-12-08 2025-06-12
20. VALERO ENERGY CORP - NEW   2021-06-10 2025-06-12
10. VERTEX PHARMACEUTICALS INC COM   2018-02-01 2025-06-12
15. VISA INC CL A SHRS   2012-12-03 2025-06-12
30. WELLS FARGO COMPANY   2025-03-28 2025-06-12
15. ZOETIS INC   2019-10-08 2025-06-12
10. EATON CORP PLC   2023-08-31 2025-06-12
10. LINDE PLC NEW   2024-02-07 2025-06-12
5. ASML HLDG NV NY REG SHS   2025-01-29 2025-06-12
20. NXP SEMICONDUCTORS N.V.   2019-08-08 2025-06-12
175000. U.S. TREASURY NOTE 2.875% JUN 15 2025   2023-10-03 2025-06-15
30. REPLIGEN CORP COM   2020-09-04 2025-07-28
520. REPLIGEN CORP COM   2020-07-23 2025-07-28
400. NVIDIA CORP COM   2019-03-18 2025-12-10
545. VANGUARD SMALL CAP   2014-10-01 2025-12-10
.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2010-10-28 2025-12-30
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 99,990   3,096 96,894
b 28,125   6,898 21,227
c 11,719   2,845 8,874
d 77,050   63,965 13,085
e 2,156   71 2,085
9,640   1,844 7,796
56,928   67,831 -10,903
57,738   57,103 635
28,507   32,666 -4,159
25,978   33,040 -7,062
5,464   1,495 3,969
2,891   2,287 604
2,057   1,277 780
1,409   1,670 -261
6,178   788 5,390
7,006   906 6,100
1,790   1,633 157
10,607   1,382 9,225
2,120   359 1,761
4,413   1,511 2,902
16,851   605 16,246
1,869   1,918 -49
2,592   2,180 412
5,824   1,366 4,458
1,456   334 1,122
6,971   2,004 4,967
4,941   935 4,006
6,466   1,646 4,820
20,225   2,951 17,274
4,931   1,824 3,107
3,585   1,700 1,885
2,351   1,572 779
3,593   3,078 515
4,835   1,736 3,099
3,247   1,997 1,250
2,953   1,862 1,091
9,977   2,238 7,739
7,230   5,177 2,053
1,598   1,067 531
2,586   1,106 1,480
2,972   1,689 1,283
2,378   1,662 716
2,049   1,741 308
5,406   466 4,940
4,502   893 3,609
908   911 -3
9,306   1,937 7,369
3,121   1,273 1,848
5,611   1,556 4,055
2,469   1,850 619
4,053   2,920 1,133
5,879   765 5,114
6,035   3,744 2,291
16,644   7,121 9,523
2,672   811 1,861
4,561   3,662 899
3,142   1,637 1,505
1,242   722 520
2,443   1,652 791
32,313   948 31,365
3,949   2,415 1,534
1,951   967 984
2,757   609 2,148
2,398   1,599 799
3,242   1,267 1,975
3,509   949 2,560
2,623   2,925 -302
4,826   1,624 3,202
6,600   2,196 4,404
4,275   1,523 2,752
4,118   1,464 2,654
3,360   1,181 2,179
2,013   1,444 569
2,639   1,644 995
4,534   1,668 2,866
5,590   562 5,028
2,219   2,113 106
2,502   1,897 605
3,245   2,306 939
4,685   4,188 497
3,935   3,626 309
4,373   2,028 2,345
175,000   168,417 6,583
3,617   4,388 -771
62,693   71,123 -8,430
73,707   1,685 72,022
143,313   59,546 83,767
25   5 20
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
      23,684
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       96,894
b       21,227
c       8,874
d       13,085
e       2,085
      7,796
      -10,903
      635
      -4,159
      -7,062
      3,969
      604
      780
      -261
      5,390
      6,100
      157
      9,225
      1,761
      2,902
      16,246
      -49
      412
      4,458
      1,122
      4,967
      4,006
      4,820
      17,274
      3,107
      1,885
      779
      515
      3,099
      1,250
      1,091
      7,739
      2,053
      531
      1,480
      1,283
      716
      308
      4,940
      3,609
      -3
      7,369
      1,848
      4,055
      619
      1,133
      5,114
      2,291
      9,523
      1,861
      899
      1,505
      520
      791
      31,365
      1,534
      984
      2,148
      799
      1,975
      2,560
      -302
      3,202
      4,404
      2,752
      2,654
      2,179
      569
      995
      2,866
      5,028
      106
      605
      939
      497
      309
      2,345
      6,583
      -771
      -8,430
      72,022
      83,767
      20
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 525,070
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,174
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,174
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,174
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 9,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 174
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 653067DALLASTX ZIP+4752653067
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN L MCELROY III TREASURER
1 		0    
250 ROCKETTS WAY
RICHMOND,VA23213
ORRAN L BROWN PRESIDENT
2 		0    
250 ROCKETTS WAY
RICHMOND,VA23231
COLEEN BUTLER RODRIGUEZ SECRETARY
1 		0    
250 ROCKETTS WAY
RICHMOND,VA23231
ASHLEIGH BREWER BOARD MEMBER
1 		0    
250 ROCKETTS WAY
RICHMOND,VA23231
MARGARET K TURNER BOARD MEMBER
1 		0    
250 ROCKETTS WAY
RICHMOND,VA23231
MATSON ROBERTS BOARD MEMBER
1 		0    
250 ROCKETTS WAY
RICHMOND,VA23231
HAROLD WILLIAMS BOARD MEMBER
1 		0    
250 ROCKETTS WAY
RICHMOND,VA23231
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,395,396
b
Average of monthly cash balances.......................
1b
327,870
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
13,723,266
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
13,723,266
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
205,849
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,517,417
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
675,871
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
675,871
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,174
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,174
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
666,697
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
666,697
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
666,697
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
705,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
705,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 666,697
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 501,627
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 705,000
a Applied to 2024, but not more than line 2a 501,627
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 203,373
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		463,324
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ORRAN L BROWN
15 TAPOAN RD
RICHMOND,VA23226
(804) 521-7201
N/A
bThe form in which applications should be submitted and information and materials they should include:
ONLINE GRANT APPLICATION AFTER ESTABLISHING A PORTAL ACCOUNT AT www.rollerbottimorefoundation.org GRANT GUIDELINES ARE ON THE WEBSITE.
cAny submission deadlines:
MAY 1 AND NOVEMBER 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO IRC SECTION 501(c)(3) ORGANIZATIONS; COMMONWEALTH OF VIRGINIA LOCATION PREFERENCE; EMPHASIS ON HISTORICAL PRESERVATION AND LOCAL HISTORY
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SCIENCE MUSEUM OF VIRGINIA FOUNDATION

2500 W BROAD STREET
RICHMOND,VA23220 		N/A   PRESERVING RICHMOND'S TRAIN 75,000

FRIENDS OF HOLLYWOOD CEMETERY

412 S CHERRY STREET
RICHMOND,VA23220 		N/A   RESTORATION OF HISTORIC 75,000

VIRGINIA WAR MEMORIAL FOUNDATION

621 S BELVIDERE STREET
RICHMOND,VA23220 		N/A   TRANSCRIBING ORAL HISORIES 20,000

VENTURE RICHMOND INC

200 S 3RD STREET
RICHMOND,VA23219 		N/A   PRESERVATION OF BROWNS 25,000

NATIONAL TRUST FOR HISTORIC PRESERVATION

600 14TH STREET NW 500
WASHINGTON,DC20005 		N/A   OUTLANDS GREENHOUSE PROJECT 23,000

EMORY & HENRY UNIVERSITY

PO BOX 950
EMORY,VA24327 		N/A   RESTORATION OF HISTORIC 84,500

MARINERS' MUSEUM

100 MUSEUM DRIVE
NEWPORT NEWS,VA23606 		N/A   PRESERVE PHOTOS & FILMS IN 25,000

NATIONAL SOC OF COLONIAL DAMES OF VA

PO BOX 8225
RICHMOND,VA23226 		N/A   RESTORATION OF WILTON'S 75,000

WILLIAM & MARY FOUNDATION

PO BOX 1693
WILLIAMSBURG,VA23187 		N/A   EXPANDING HISTORY AT 20,000

LYRIC COUNCIL INC

PO BOX 665
BLACKSBURG,VA24063 		N/A   VENUE FACADE & ROOF REPAIRS 50,000

THE MENOKIN FOUNDATION

PO BOX 1221
WARSAW,VA22572 		N/A   BRICK & MORTAR PROJECT OF 50,000

FOUNDATION FOR HISTORIC CHRIST CHURCH

PO BOX 24
IRVINGTON,VA22480 		N/A   ENTABLATURE CONSERVATION 20,000

MEMORIAL FDN OF THE GERMANNA
COLONIES IN VIRGINIA
2062 GERMANNA HWY
LOCUST GROVE,VA22508 		N/A   RESTORATION WORK ON 60,000

BRANCH MUSEUM OF DESIGN

2501 MONUMENT AVENUE
RICHMOND,VA23220 		N/A   ORNAMENTAL PLASTER 75,000
Total ................................. 3a 677,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 251,669  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 525,070  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   776,739  
13Total. Add line 12, columns (b), (d), and (e)..................
13
776,739
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE ROLLER-BOTTIMORE FOUNDATION
EIN:
54-1201084
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250 750   500

TY 2025 InvestmentsCorpStockSchedule
Name:
THE ROLLER-BOTTIMORE FOUNDATION
EIN:
54-1201084
Name of Stock End of Year Book Value End of Year Fair Market Value
922908751 VANGUARD SMALL CAP    
166764100 CHEVRON CORP 55,193 96,780
26875P101 EOG RESOURCES INC 46,113 58,281
718546104 PHILLIPS 66 SHS 45,867 75,488
91913Y100 VALERO ENERGY CORP N 43,992 87,907
438516106 HONEYWELL INTL INC D 19,768 91,692
773903109 ROCKWELL AUTOMATION 40,612 145,901
907818108 UNION PACIFIC CORP 35,040 102,937
911312106 UNITED PARCEL SVC CL 36,098 49,595
023135106 AMAZON COM INC COM 33,487 291,987
254687106 DISNEY (WALT) CO COM 42,439 71,448
437076102 HOME DEPOT INC 14,304 158,286
654106103 NIKE INC CL B 19,504 34,403
855244109 STARBUCKS CORP 40,450 100,631
02209S103 ALTRIA GROUP INC 41,379 43,822
609207105 MONDELEZ INTERNATION 22,297 59,213
641069406 NESTLE S A REP RG SH 47,207 85,445
713448108 PEPSICO INC 28,678 63,866
718172109 PHILIP MORRIS INTL I 14,294 60,150
742718109 PROCTER & GAMBLE CO 32,469 74,521
002824100 ABBOTT LABS 39,619 132,807
031162100 AMGEN INC COM 37,283 121,105
075887109 BECTON DICKINSON CO 54,782 73,164
478160104 JOHNSON AND JOHNSON 35,647 115,892
883556102 THERMO FISHER SCIENT 29,271 115,890
084670702 BERKSHIRE HATHAWAYIN 36,145 168,890
14040H105 CAPITAL ONE FINL 52,534 174,499
46625H100 JPMORGAN CHASE & CO 51,197 298,054
N6596X109 NXP SEMICONDUCTORS N 53,731 115,042
02079K107 ALPHABET INC SHS 21,716 302,817
02079K305 ALPHABET INC SHS 22,293 314,565
037833100 APPLE INC 15,099 599,451
17275R102 CISCO SYSTEMS INC 41,454 154,830
57636Q104 MASTERCARD INC 12,432 135,869
70450Y103 PAYPAL HOLDINGS INC    
79466L302 SALESFORCE INC 56,665 170,867
92826C839 VISA INC CL A SHRS 14,792 138,530
030420103 AMERICAN WTR WKS CO 7,897 43,065
580135101 MCDONALDS CORP 89,744 146,702
22160K105 COSTCO WHOLESALE CRP 57,079 219,897
101137107 BOSTON SCIENTIFIC CO 44,180 166,386
92532F100 VERTEX PHARMCTLS INC 45,042 122,407
594918104 MICROSOFT CORP 93,940 432,840
98978V103 ZOETIS INC 44,266 44,037
09260D107 BLACKSTONE INC 56,309 210,401
00724F101 ADOBE INC SHS 48,532 66,498
11135F101 BROADCOM INC 60,399 756,229
67066G104 NVIDIA 23,547 1,042,535
149123101 CATERPILLAR INC DEL 37,380 126,031
231021106 CUMMINS INC 33,072 79,120
244199105 DEERE CO 37,588 79,147
45167R104 IDEX CORP DELAWARE 32,805 32,029
502431109 L3HARRIS TECHNOLOGIE 37,929 60,182
666807102 NORTHROP GRUMMAN COR 52,848 91,234
75513E101 RTX CORP CORP 16,977 122,878
759916109 REPLIGEN CORP COM    
48251W104 KKR & CO INC C 42,183 155,526
617446448 MORGAN STANLEY 63,813 155,339
852234103 BLOCK INC    
64128R608 NEUBERGER BERMAN LON 299,448 404,945
714199106 PERMANENT PORTFOLIO 517,648 926,255
464287804 ISHARES CORE S&P SMA 74,371 72,108
20825C104 CONOCOPHILLIPS 51,924 85,185
35671D857 FREEPORT-MCMORAN INC 48,581 70,852
81369Y506 SECTOR SPDR ENERGY    
16411R208 CHENIERE ENERGY 51,407 63,566
00287Y109 ABBVIE INC SHS 58,702 87,969
58933Y105 MERCK AND CO INC SHS    
92189F106 VANECK GOLD MINERS E 99,298 194,269
G54950103 LINDE PLC NEW 103,695 111,714
G29183103 EATON CORP PLC 54,202 74,850
532457108 ELI LILLY & CO 49,638 91,348
697435105 PALO ALTO NETWORKS I 63,744 97,258
009158106 AIR PRODUCTS&CHEM 45,761 33,842
046353108 ASTRAZENECA PLC SPND 46,419 55,618
09290D101 BLACKROCK INC REG SH 32,728 187,310
22788C105 CROWDSTRIKE HLDGS IN 109,244 164,535
21037T109 CONSTELLATION ENERGY 44,689 84,785
00203H446 AQR LONG SHORT EQUIT 626,900 832,851
09258N703 BLACKROCK GLOBAL EQU 501,410 544,219
46432F842 ISHARES TR CORE MSCI 316,624 346,658
83443Q103 SOLSTICE ADVANCED MA 1,215 5,684
375558103 GILEAD SCIENCES INC 65,651 70,576
949746101 WELLS FARGO & CO 53,367 70,646
N07059210 ASML HLDG NV NY REG 65,270 96,287

TY 2025 InvestmentsGovtObligationsSch
Name:
THE ROLLER-BOTTIMORE FOUNDATION
EIN:
54-1201084
US Government Securities - End of Year Book Value:

471,743
US Government Securities - End of Year Fair Market Value:

495,124
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 OtherDecreasesSchedule
Name:
THE ROLLER-BOTTIMORE FOUNDATION
EIN:
54-1201084
Description Amount
BASIS ADJUSTMENT-SALES 59
ROC BASIS ADJUSTMENT 2,626


TY 2025 OtherExpensesSchedule
Name:
THE ROLLER-BOTTIMORE FOUNDATION
EIN:
54-1201084
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT FEE 43 43   0


TY 2025 OtherIncreasesSchedule
Name:
THE ROLLER-BOTTIMORE FOUNDATION
EIN:
54-1201084
Description Amount
INCOME TIMING ADJUSTMENT 407


TY 2025 OtherProfessionalFeesSchedule
Name:
THE ROLLER-BOTTIMORE FOUNDATION
EIN:
54-1201084
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES - BOA 110,973 110,973    
OTHER PROFESSIONAL FEES - CHAR 27,000     27,000


TY 2025 TaxesSchedule
Name:
THE ROLLER-BOTTIMORE FOUNDATION
EIN:
54-1201084
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 925 925   0
EXCISE TAX - PRIOR YEAR 8,745 0   0
FEDERAL ESTIMATES - PRINCIPAL 9,000 0   0
FOREIGN TAXES ON QUALIFIED FOR 723 723   0
FOREIGN TAXES ON NONQUALIFIED 64 64   0