2023-11-13T14:01:31-06:00 2022-12-31 883914808 CARTER & COMPANY 4300 MACARTHUR AVE STE 200 DALLAS TX 75209 990PF 2022-01-01 752892769 THE LITMAN FOUNDATION LITM 2142392666 3010 LBJ FREEWAY 748 DALLAS TX 75234 DAVID LITMAN PRESIDENT 2142392666 2023-11-09 1 DAVID LITMAN 999009999 0 JEFFREY W MCALISTER P01277482 2148800380 2023-11-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 35862010 X X 1152630 1152630 3482552 11330771 3482552 163854 158635 4799036 4793817 0 0 0 2275 2275 0 48276 45505 2771 28137 28137 0 106569 22569 0 811 0 811 6599 0 6599 192667 98486 10181 1894186 1894186 2086853 98486 1904367 2712183 4695331 1277175 1578097 1578097 1842 0 0 1842 1842 33634469 35618190 34282071 34911644 37198129 35862010 1349 29 1349 29 X 0 0 0 0 34910295 37198100 34910295 37198100 34911644 37198129 34910295 2712183 0 37622478 424378 37198100 PUBLICLY TRADED SECURITIES 11161253 7848219 3313034 3313034 CAPITAL GAIN DIVIDENDS P 169518 169518 169518 3482552 65265 0 65265 0 65265 70737 0 10000 0 80737 0 15472 15472 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A DAVID S LITMAN 2142392666 3010 LBJ FREEWAY SUITE 748 DALLAS TX 75234 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 DAVID S LITMAN 3010 LBJ FREEWAY SUITE 748 DALLAS TX 75234 PRESIDENT 5.00 0 0 0 MALIA A LITMAN 3010 LBJ FREEWAY SUITE 748 DALLAS TX 75234 DIRECTOR 5.00 0 0 0 ROBERT B DIENER 3010 LBJ FREEWAY SUITE 748 DALLAS TX 75234 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 36501103 2547332 0 39048435 0 0 39048435 585727 38462708 1923135 1923135 65265 9 65274 1857861 0 1857861 0 1857861 1904367 0 1904367 1857861 0 0 34840 34840 1904367 0 0 0 1857861 46506 0 0 81346 0 0 0 0 0 0 0 81346 34840 46506 DAVID S LITMAN MALIA A LITMAN DAVID MALIA LITMAN 3010 LBJ FREEWAY SUITE 748 DALLAS TX 75234 2142392666 NO SPECIFIC FORM NONE NONE FIDELITY CHARITABLE GIFT FUND PO BOX 223623 CINCINNATI OH 45277 PUBLIC CHARITIES GENERAL SUPPORT 1894186 1894186 0 14 1152630 18 3482552 PARTNERSHIP INCOME (LOSS) 14 158635 UBTI FROM PASSTHROUGHS 525990 5219 5219 4793817 0 4799036 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2275 2275 0 STOCKS, BONDS AND OTHER INVESTMENTS AT COST 35618190 34282071 UNREALIZED LOSS ON DONATED SECURITIES 424378 OTHER EXPENSES 6599 0 6599 PARTNERSHIP INCOME (LOSS) 158635 158635 158635 UBTI FROM PASSTHROUGHS 5219 5219 CREDIT CARD PAYABLE 1349 29 INVESTMENT ADVISORY FEES 48259 45488 2771 BANK FEES 17 17 0 EXCISE TAX 84000 0 0 FOREIGN TAX 22552 22552 0 STATE TAX 17 17 0