2026-05-07T14:37:24-05:00 2025-12-31 Rosewood Family Advisors LLC 3000 El Camino Ste 2-1000 Palo Alto CA 94306 990PF 2025-01-01 261699444 MELALUCCA FOUNDATION % ROSEWOOD FAMILY ADVISORS LLP MELA 6503132002 3000 El Camino Real Suite 2-1000 PALO ALTO CA 94306 WILLIAM H SOSKIN DIRECTOR/CHAIR 6503132002 2026-05-08 true P00184639 6503132000 2025 2025-03-06 01:10:19Z X 39633098 X 0 X 548664 548664 153381 7261553 153381 4120680 4118309 4822725 4820354 27000 27000 70800 0 0 70800 158262 88119 70143 88637 0 184988 14934 9864 529687 103053 0 177807 2000000 2000000 2529687 103053 0 2177807 2293038 4717301 0 474150 454440 454440 1247849 165417 1247849 1247849 3100498 3798880 3901558 6976386 10252976 16787409 2078107 2298199 2265779 9505310 7769504 14976063 22299868 25821848 39633098 0 1228942 0 1228942 X 22299868 24592906 22299868 24592906 22299868 25821848 22299868 2293038 24592906 24592906 CS 2787 - STMT A P 1680543 1652712 27831 27831 CS 2787 - STMT A P 1341585 1192384 149201 149201 CS 3229 - 0.2117 SHS SOUTHERN COPPER CORP (SCCO) P 2023-12-18 2025-02-27 19 17 2 2 BERNSTEIN 8678 - STMT B P 2693680 2686955 6725 6725 BERNSTEIN 8678 - STMT B P 1545059 1576104 -31045 -31045 CS 2877 - BIOVERATIV - REDEMPTION LITIGATION MERGER P 2025-10-13 18 0 18 18 CAPITAL GAIN DIVIDENDS P 649 CAPITAL GAIN DIVIDENDS P 649 CAPITAL GAIN DIVIDENDS P 649 CAPITAL GAIN DIVIDENDS P 649 CAPITAL GAIN DIVIDENDS P 649 CAPITAL GAIN DIVIDENDS P 649 153381 65570 65570 65570 86000 0 86000 X 0 20430 20430 0 false false false false false false false true true true false false false false true N/A ROSEWOOD FAMILY ADVISORS LLP 6503132002 3000 EL CAMINO STE 2-1000 PALO ALTO CA 94306 false false false false false false false false false false false false false false false false false false false false false W H SOSKIN 3000 El Camino Real Suite 2-1000 PALO ALTO CA 94306 PRESIDENT AND DIRECTOR 0 0 0 0 DOUG BAUER 3000 El Camino Real Suite 2-1000 PALO ALTO CA 94306 SECRETARY, TREASURER, DIRECTOR 0 27000 0 0 SINGER PHILATHROPY LLC 5900 WILSHIRE BLVD 12TH FLOOR LOS ANGELES CA 90036 PHILANTHROPY ADVISIN 69118 ROSEWOOD FAMILY ADVISORS LLP PO Box 61239 Dept 685 PALO ALTO CA 94306 ACCOUNTING SERVICE 70800 19770819 399411 16609156 36779386 0 36779386 551691 36227695 1811385 1811385 65570 65570 1745815 1745815 1745815 2177807 0 0 0 0 2177807 1745815 0 2023 2022 2021 0 0 369147 565249 490723 1425119 2177807 0 1745815 431992 1857111 0 0 0 0 1857111 0 369147 565249 490723 431992 THE CYPRESS LIVING TRUST UAD 1310 X GIRLS INCORPORATED 120 Wall Street New York NY 10005 NONE PC GENERAL CHARITABLE PURPOSE 2000000 2000000 14 548664 18 153381 NONDIVIDEND DISTRIBUTION 14 2371 OTHER INCOME 14 4118309 4822725 4822725 false false false false false false false false false false ACCOUNTING FEES 70800 70800 BERNSTEIN 8678 2298199 2265779 BERNSTEIN 8678 1941347 1842888 CHARLES SCHWAB 2787 8311629 14944521 CHARLES SCHWAB 3229 0 0 3798880 3901558 SRA SELECT EQUITY 2011255 0 612225 SRA HEDGED EQUITY 2838341 2680456 5972213 SRA DIVERSIFIED STRATEGIES 3765714 4199048 7432137 BLACKROCK MULTI-STRATEGY 890000 890000 959488 FOREIGN TAX PAID 14934 14934 INSURANCE 5855 5855 TRAVEL EXPENSES 4009 4009 OTHER NONDEDUCTIBLE EXPENSES 160190 CS 2787 - NONDIVIDEND DIST 2354 0 CS 3229 - NONDIVIDEND DIST 17 0 SRA STRATEGIC HEDGED EQUITY - PFIC 408782 408782 SRA STRATEGIC SELECT EQUITY - PFIC 3567676 3567676 SAR STRATEGIC SELECT EQUITY - PFIC 141851 141851 PENDING SETTLEMENT- BERNSTEIN 8678 (GOV BONDS) 0 1228942 PHILANTHROPY ADVISING FEES 69118 69118 INVESTMENT MGT FEES 88119 88119 LEGAL FEES 1025 1025 FEDERAL TAX 86000 0 FEDERAL TAX DUE 2637 0