2025-05-15T19:32:01-05:00 2024-12-31 920460586 PWC US TAX LLP 601 S FIGUEROA ST STE 900 LOS ANGELES CA 900175743 990PF 2024-01-01 463889437 GOLDEN RULE FAMILY FOUNDATION GOLD 2142523250 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 GENA TADEWALD PRESIDENT 2142523250 2025-05-14 1 0 SHARON DE GREIFF P01511827 2133566000 2024 2025-03-06 01:10:19Z X 5908261 X 322750 159163 159163 108236 1752557 144511 1037 95 591186 303769 0 0 0 725 0 725 78003 21135 56868 4046 4046 0 1539 1539 0 84313 26720 57593 120000 120000 204313 26720 177593 386873 277049 2571 1912 1912 573384 384776 384776 8349 7304 8349 8349 4255068 4830163 5513224 4838327 5225200 5908261 0 0 X 0 0 0 0 4838327 5225200 4838327 5225200 4838327 5225200 4838327 386873 0 5225200 0 5225200 PERSHING EQUITY X7229 P 611589 566806 44783 44783 PERSHING EQUITY X7229 P 317335 325947 -8612 -8612 PERSHING APERIO X1186 P 345332 331846 13486 13486 PERSHING APERIO X1186 P 442012 383447 58565 58565 CAPITAL GAINS DIVIDENDS P 36275 36275 36275 CAPITAL GAINS DIVIDENDS P 14 14 14 144511 3851 0 3851 0 3851 1680 0 0 0 1680 0 2171 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A TOLLESON PRIVATE WEALTH MANAGEMENT 2142523250 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAYNA MANNING 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 VICE PRES/DIR 1.00 0 0 0 GENA TADEWALD 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 PRES/DIR 1.00 0 0 0 ANTHONY ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 DIR/CO-TREAS 1.00 0 0 0 KYRA ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 DIR/CO-TREAS 1.00 0 0 0 RACHEL KELLER 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 DIR/SEC 1.00 0 0 0 NONE 0 NONE 0 0 5201003 431676 0 5632679 0 0 5632679 84490 5548189 277409 277409 3851 3851 273558 0 273558 0 273558 177593 0 177593 273558 168576 0 0 177593 168576 0 0 9017 0 0 0 0 0 0 0 0 264541 0 0 0 DAYNA MANNING GENA TADEWALD ANTHONY ROGERS KYRA ROGERS RACHEL KELLER X CONNECTING POINT OF PARK CITIES 4516 LOVERS LANE 212 DALLAS TX 75225 GENERAL SUPPORT 30000 NEO PHILANTHROPY 101 AVENUE OF THE AMERICAS 12TH FLOOR NEW YORK NY 10018 GENERAL SUPPORT 50000 DIGNITYMOVES 2406 BUSH ST SAN FRANCISCO CA 941153106 GENERAL SUPPORT 20000 MONARCH JUSTICE CENTER 1546 FIRST STREET NAPA CA 94559 GENERAL SUPPORT 20000 120000 0 14 159163 14 1037 18 108236 0 268436 0 268436 0 0 0 0 0 0 0 0 0 0 X X 1 ANTHONY ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 88800 X 2 RYAN ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 20000 X 3 JEAN ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 30000 X 4 DAYNA MANNING 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 60000 X 5 MEREDITH TADEWALD 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 9750 X 6 VICTORIA TASH 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 12000 X 7 KATHERINE HAWKES 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 6000 X 8 REED STANDLY 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 12000 X 9 RYAN MANNING 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 12000 X 10 GENA TADEWALD 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 60000 X 11 GEOFFREY MICHAEL IVIE 5501 PRESTON ROAD SUITE 250 DALLAS TX 75205 5000 X 12 BRENDAN IVIE 5502 PRESTON ROAD SUITE 250 DALLAS TX 75205 7000 X ACCOUNTING FEES 675 0 675 OTHER PROFESSIONAL FEES 50 0 50 PERSHING APERIO ACCOUNT 1315235 1764338 PERSHING EQUITY ACCOUNT 3514928 3748886 INVESTMENT EXPENSES 1539 1539 0 OTHER INCOME - APERIO 942 0 942 OTHER INCOME - TPB 95 95 95 PHILANTHROPY ADVISORY FEES 56843 0 56843 MANAGEMENT FEES 21135 21135 0 ADMINISTRATION FEES 25 0 25 FOREIGN TAXES PAID 4046 4046 0