2025-09-06T12:03:32-05:00 2024-12-31 300017846 STANLEY B GITLIN AN ACCOUNTANCY CORP 1925 CENTURY PARK EAST SUITE 620 LOS ANGELES CA 900672730 990PF 2024-01-01 472273007 THE ANDREW AND SHERI ROSEN FAMILY FOUNDATION ANDR 2144594512 3925 MARQUETTE STREET DALLAS TX 752255432 SHERI L ROSEN SECRETARY 2144594512 2025-08-23 1 0 STAN GITLIN P00146249 3105530355 2024 2025-03-06 01:10:19Z X 4445667 X X 145887 145887 75670 75670 187199 494573 187199 5888 5888 414644 414644 0 0 0 4246 0 0 96502 0 0 100748 0 0 287761 287761 388509 0 287761 26135 414644 45418 15135 15135 543985 543985 1039009 779732 1431498 2523712 2295422 2410049 3608139 3634274 4445667 0 0 X 0 0 0 0 3608139 3634274 3608139 3634274 3608139 3634274 3608139 26135 0 3634274 0 3634274 CANYON BALANCED FUND LP P 1555 1555 1555 CANYON BALANCED FUND LP P 32775 -32775 -32775 ARCADIA VERSCEND PROF INVESTORS LP P 335713 335713 335713 1000 BANC CALIF INC P 16319 41407 -25088 -25088 4000 GOODYEAR TIRE & RUBBER CO P 36318 58200 -21882 -21882 500 MEDTRONIC PLC P 42189 51500 -9311 -9311 1000 RIVIAN AUTOMOTIVE INC P 10044 54200 -44156 -44156 1000 WILLIAMS COS P 52435 53970 -1535 -1535 CANYON BALANCED FUND LP -SECTION 1256 P 15147 -15147 -15147 PLAINS ALL AMERICAN -SECTION 1231 P 175 -175 -175 187199 5764 0 5764 0 5764 3256 0 8744 0 12000 0 6236 6236 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A ANDREW AND SHERI ROSEN 2144594512 3925 MARQUETTE STREET DALLAS TX 752255432 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREW S ROSEN 3925 MARQUETTE STREET DALLAS TX 75225 PRESIDENT - DIRECTOR 0.50 0 0 0 SHERI L ROSEN 3925 MARQUETTE STREET DALLAS TX 75225 SECRETARY - DIRECTOR 0.50 0 0 0 SHERI L ROSEN 3925 MARQUETTE STREET DALLAS TX 75225 CHIEF FINANCIAL OFFICER 0.00 0 0 0 BRIAN A ROSEN 3925 MARQUETTE STREET DALLAS TX 75225 DIRECTOR 0.50 0 0 0 LACI E ROSEN 3925 MARQUETTE STREET DALLAS TX 75225 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 3983933 401526 0 4385459 0 0 4385459 65782 4319677 215984 215984 5764 5764 210220 0 210220 0 210220 287761 0 287761 210220 0 0 22615 15186 44509 82310 287761 0 0 0 210220 77541 0 0 159851 0 0 0 0 0 0 0 159851 22615 15186 44509 77541 X AT & T PERFORMING ARTS CENTER 700 NORTH PEARL STREET 1800 DALLAS TX 75201 N/A PUBLIC CHARITY GENERAL FUND 10000 BOSTON UNIVERSITY SCHOOL OF LAW 765 COMMONWEALTH AVE BOSTON MA 02215 N/A PUBLIC CHARITY PETTIT SCHOLARSHIP FUND 500 BROADWAY DALLAS 909 1ST AVENUE DALLAS TX 75210 N/A PUBLIC CHARITY GENERAL FUND 21040 CHABAD AT INDIANA UNIVERSITY 703 E 7TH STREET BLOOMINGTON IN 47408 N/A PUBLIC CHARITY GENERAL FUND 500 CHILDREN OF FALLEN PATRIOTS 1818 LIBRARY STREET 500 RESTON VA 20190 N/A PUBLIC CHARITY GENERAL FUND 10000 COMMUNITIES FOUNDATION OF TEXAS 5500 CARUTH HAVEN LANE DALLAS TX 75225 N/A PUBLIC CHARITY GENERAL FUND 60 CURE ALZHEIMER'S FUND 34 WASHINGTON STREET 310 WELLESLY HILLS MA 02481 N/A PUBLIC CHARITY GENERAL FUND 45000 DALLAS CHILDREN'S ADVOCACY CENTER 5351 SAMUELL BLVD DALLAS TX 75057 N/A PUBLIC CHARITY GENERAL FUND 500 DALLAS HOLOCAUST MUSEUM 300 N HOUSTON STREET DALLAS TX 75202 N/A PUBLIC CHARITY MUSEUM EXPERIENCE FUND 10000 DOODLE ROCK RESCUE 8484 WALNUT HILL LANE DALLAS TX 75231 N/A PUBLIC CHARITY GENERAL FUND 500 DWIGHT MORROW HIGH SCHOOL ALUMNI EDUCATION ALLIANCE 293 EISENHOWER PARKWAY 100 LIVINGSTON NJ 07039 N/A PUBLIC CHARITY GENERAL FUND 1000 FRIENDS OF UNIVERSITY PARK PUBLIC LIBRARY 3419 WESTMINSTER DRIVE 335-G DALLAS TX 75205 N/A PUBLIC CHARITY GENERAL FUND 1000 HIGHLAND PARK EDUCATION FOUNDATION 4201 GRASSMERE LANE DALLAS TX 75205 N/A PUBLIC CHARITY GENERAL FUND 2500 HIGHLANDER BAND BOOSTERS 3419 WESTMINSTER DRIVE 281 DALLAS TX 75205 N/A PUBLIC CHARITY GENERAL FUND 500 IU HILLEL 730 EAST 3RD STREET BLOOMINGTON IN 47401 N/A PUBLIC CHARITY GENERAL FUND 51000 JEWISH FEDERATION OF GREATER DALLAS 7800 NORTHAVEN RD DALLAS TX 75230 N/A PUBLIC CHARITY GENERAL FUND 25000 PENN HILLEL 215 S 39TH ST PHILADELPHIA PA 19104 N/A PUBLIC CHARITY GENERAL FUND 1000 PLANNED PARENTHOOD OF GREATER DALLAS 7424 GREENVILLE AVE 206 DALLAS TX 75231 N/A PUBLIC CHARITY GENERAL FUND 5000 RILEY CHILDREN'S FOUNDATION 500 NORTH MERIDIAN ST 100 INDIANAPOLIS IN 46202 N/A PUBLIC CHARITY GENERAL FUND 535 TEMPLE EMANU-EL 8500 HILLCREST ROAD DALLAS TX 75225 N/A PUBLIC CHARITY GENERAL FUND 2500 TEXAS RUSTLERS GUINEA PIG RESCUE 698 METRO PARK CIRCLE LEWISVILLE TX 75057 N/A PUBLIC CHARITY GENERAL FUND 500 TITAS 700 NORTH PEARL STREET 1800 DALLAS TX 75201 N/A PUBLIC CHARITY GENERAL FUND 1000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - PENN BOATHOUSE RENOVATION 2929 WALNUT STREET 300 PHILADELPHIA PA 19104 N/A PUBLIC CHARITY GENERAL FUND 4000 VOGEL ALCOVE 1738 GANO STREET DALLAS TX 75205 N/A PUBLIC CHARITY GENERAL FUND 10000 WORLD JEWISH CONGRESS 501 MADISON AVENUE NEW YORK NY 10022 N/A PUBLIC CHARITY GENERAL FUND 5000 LEUKEMIA & LYMPHOMA SOCIETY 2 INTERNATIONAL DR SUITE 200 RYE BROOK NY 10573 N/A PUBLIC CHARITY GENERAL FUND 250 LA FIESTA DE LAS SEIS BANDERAS 3419 WESTMINSTER SUITE 289 DALLAS TX 75025 N/A PUBLIC CHARITY GENERAL FUND 250 IU FOUNDATION SUPPORTING THE ROBERT LIU MEMORIAL FUND 301 UNIVERSITY BLVD SUITE 1031 INDIANAPOLIS IN 46202 N/A PUBLIC CHARITY GENERAL FUND 500 JEWISH FAMILY SERVICE OF GREATER DALLAS 5402 ARAPAHO ROAD DALLAS TX 75248 N/A PUBLIC CHARITY GENERAL FUND 1000 RETINA FOUNDATION OF THE SOUTHWEST 9600 N CENTRAL EXPRESSWAY 2000 DALLAS TX 75231 N/A PUBLIC CHARITY GENERAL FUND 500 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 N/A PUBLIC CHARITY GENERAL FUND 500 CHILDREN'S HEALHCARE OF ATLANTA FOUNDATION 1575 NORTHEAST EXPY ATLANTA GA 30341 N/A PUBLIC CHARITY GENERAL FUND 1000 THE GOSS-MICHAEL FOUNDATION 25 HIGHLAND PARK VILLAGE 100-734 DALLAS TX 75205 N/A PUBLIC CHARITY GENERAL FUND 1000 THE DIAN FOSSEY GORILLA FUND 800 CHEROKEE AVENUE SE ATLANTA GA 30315 N/A PUBLIC CHARITY GENERAL FUND 1030 VANDERBILT HILLEL 2421 VANDERBILT PLACE NASHVILLE TN 37212 N/A PUBLIC CHARITY GENERAL FUND 11042 CHILDREN'S MEDICAL CENTER FOUNDATION 2777 STEMMONS FREEWAY SUITE 1700 DALLAS TX 75207 N/A PUBLIC CHARITY GENERAL FUND 50000 THINK PINK ROCKS INC 6734 NEWPORT LAKE CIRCLE BOCA RATON FL 33496 N/A PUBLIC CHARITY GENERAL FUND 1054 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PUBLIC CHARITY GENERAL FUND 10000 GEORGE WASHINGTON UNIVERSITY MEN'S ROWING CLUB 1922 F STREET NW SUITE 202 WASHINGTON DC 20052 N/A PUBLIC CHARITY GENERAL FUND 500 GORILLA DOCTORS P O BOX 356 DAVIS CA 95617 N/A PUBLIC CHARITY GENERAL FUND 500 287761 0 14 145887 14 75670 5888 14 187199 0 408756 5888 414644 7 OTHER INCOME FROM PARTNERSHIP K-1 FORMS 0 0 0 0 0 0 0 0 0 0 1500 SHS ANHEUSER BUSCH 75000 75105 600 SHS CATERPILLAR INC 63000 217656 15,000 SHS OAKTREE SPECIALTY LENDING CORP 68250 76400 2000 SHS PRINCIPAL FINANCIAL GROUP 72000 154820 2000 SHS WELLS FARGO & CO 67017 140480 1000 SHS ALIBABA GROUP HOLDING, LTD 35900 21198 3000 SHS BELLRING BRANDS INC 69000 226020 1000 LAMB WESTON HLDGS INC 57900 66830 4441 HERTZ GLOBAL HOLDINGS INC 42915 8824 2000 UBER TECHNOLOGIES INC 70000 120640 2000 UBER TECHNOLOGIES INC 66000 120640 5000 ROBINHOOD MARTKETS INC 59500 186300 500 SCOTTS MIRACLE-GRO COMPANY/ 33250 16585 INVESTMENT IN PARTNERSHIP - CANYON BALANCED FUND LP 1918342 1979039 1979000 INVESTMENT IN PARTNERSHIP - VERSCEND PREFERRED INVESTORS, LP 518427 0 0 INVESTMENT IN PARTNERSHIP - PLAINS ALL AMERICAN PIPELINE 66943 56134 170800 INVESTMENT IN PARTNERSHIP - CASLA DENTAL PARENT, LLC 20000 20000 20000 INVESTMENT IN PARTNERSHIP - ARCADIA COTIVITI EQUITY INVESTORS LP 240249 240249 OFFICE EXPENSE 147 0 0 CANYON BALANCED FUND LP INVESTMENT INTEREST 17980 0 0 CANYON BALANCED FUND LP MANAGEMENT FEES 45035 0 0 PLAINES ALL AMERICAN PIPELINE, LP - OTHER EXPENSE 954 0 0 ARCADIA VERSCEND PREFERRED INVESTORS, LP -MGT FEE 10581 0 0 CANYON BALANCED FUND LP - OTHER EXPENSE 5854 0 0 ARCADIA COTIVITA EQUITY INVESTORS, LP 15951 0 0 CANYON BALANCED FUND, L.P 529 529 529 PLAINES ALL AMERICAN PIPELINE, LP 5359 5359 5359 U S TREASURY 950 0 0 FOREIGN TAX 396 0 0 CANYON BALANCED FUND LP FOREIGN TAX 158 0 0 PLAINES ALL AMERIDAN PIPELINE LP FOREIGN TAX 2742 0 0