2024-08-24T13:01:22-05:00 2023-12-31 331197384 ANDERSEN TAX LLC 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 990PF 2023-01-01 680451062 THE RONEY FAMILY FOUNDATION INC RONE 8055657919 13 E MACON STREET SAVANNAH GA 31401 RICHARD RONEY TREASURER 8055657919 2024-08-21 1 1 JASON WOOLSEY P01503079 4157642700 2023 2024-08-08 14:25:15Z X 4749191 X 0 X 97318 97318 -5760 428270 0 91558 97318 0 0 0 8300 0 8300 28343 28343 0 36643 28343 8300 158025 158025 194668 28343 166325 -103110 68975 226372 153883 153883 3348767 3317702 4595308 3575139 3471585 4749191 0 0 X 0 0 0 0 3575139 3471585 3575139 3471585 3575139 3471585 3575139 -103110 0 3472029 444 3471585 FRB #9097 P 116329 115508 821 821 FRB #9097 P 208709 235773 -27064 -27064 FRB #9097 P 99315 82749 16566 16566 CAPITAL GAINS DIVIDENDS P 3917 3917 3917 -5760 959 0 959 0 959 4235 0 0 0 4235 0 3276 3276 0 0 0 0 0 0 0 0 0 0 0 1 1 CA GA 1 0 0 0 0 1 N/A RICHARD RONEY 8055657919 13 E MACON STREET SAVANNAH GA 31401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REGINA RONEY 13 E MACON STREET SAVANNAH GA 31401 PRESIDENT/DIRECTOR 0.50 0 0 0 RICHARD RONEY 13 E MACON STREET SAVANNAH GA 31401 TREASURER/DIRECTOR 0.50 0 0 0 JESSICA RONEY 1981 9TH AVE SACRAMENTO CA 95818 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 N/A 0 0 4315314 201618 0 4516932 0 0 4516932 67754 4449178 222459 222459 959 959 221500 0 221500 0 221500 166325 0 166325 221500 0 0 273508 204892 478400 166325 0 0 0 166325 0 55175 55175 423225 0 0 0 0 0 0 218333 204892 204892 RICHARD RONEY X AMERICAN TRADITION VOCAL PO BOX 15972 SAVANNAH GA 31416 PUBLIC CHARITY GENERAL SUPPORT 2500 BACH ASCENDING 120 BULL ST SAVANNAH GA 31401 PUBLIC CHARITY GENERAL SUPPORT 500 BOYS HOPE GIRLS HOPE NETWORK HEADQUARTERS 12120 BRIDGETON SQUARE DR BRIDGETON MO 63044 PUBLIC CHARITY GENERAL SUPPORT 2000 CARNEGIE HALL CORP 881 7TH AVENUE NEW YORK NY 10019 PUBLIC CHARITY GENERAL SUPPORT 500 CASA 100 PEACHTREE STREET NW SUITE 300 ATLANTA GA 30303 PUBLIC CHARITY GENERAL SUPPORT 10000 CATHEDRAL ST JOHN THE BAPSTIST 222 E HARRIS ST SAVANNAH GA 31401 PUBLIC CHARITY GENERAL SUPPORT 500 CHRIST CHURCH EPISCOPAL 28 BULL ST SAVANNAH GA 31401 PUBLIC CHARITY GENERAL SUPPORT 500 COMMUNITY FOUNDATION FOR GREATER ATLANTA 191 PEACHTREE ST NE STE 1000 ATLANTA GA 30303 PUBLIC CHARITY GENERAL SUPPORT 1000 EASTSIDE COLLEGE PREPARATORY SCHOOL 1041 MYRTLE AVENUE EAST PALO ALTO CA 94303 PUBLIC CHARITY GENERAL SUPPORT 5000 FORSYTH FARMER'S MARKET 13 E PARK AVENUE SAVANNAH GA 31401 PUBLIC CHARITY GENERAL SUPPORT 100 FRIENDS OF THE CATHEDRAL 222 E HARRIS ST SAVANNAH GA 34101 PUBLIC CHARITY GENERAL SUPPORT 500 GRIP TRAINING INSTITUTE PO BOX 2683 BERKELEY CA 94702 PUBLIC CHARITY GENERAL SUPPORT 1000 HILLSDALE BARNEY CHARTER SCHOOL 33 E COLLEGE STREET HILLSDALE MI 49242 PUBLIC CHARITY GENERAL SUPPORT 25000 MAUI RELIEF 444 HANA HWY SUITE 201 KAHULUI HI 96732 PUBLIC CHARITY GENERAL SUPPORT 1000 METROPOLITAN OPERA HOUSE 30 LINCOLN CENTER PLAZA NEW YORK NY 10023 PUBLIC CHARITY GENERAL SUPPORT 250 MONTECITO ASSOCIATION 1469 EAST VALLEY ROAD SANTA BARBARA CA 93108 PUBLIC CHARITY GENERAL SUPPORT 500 MUSIC ACADEMY OF THE WEST 1070 FAIRWAY DRIVE SANTA BARBARA CA 93108 PUBLIC CHARITY GENERAL SUPPORT 2500 OJAI MUSIC FESTIVAL PO BOX 185 OJAI CA 93024 PUBLIC CHARITY GENERAL SUPPORT 1000 OUR LADY OF GRACE 5011 WHITE OAK AVE ENCINO CA 91316 PUBLIC CHARITY GENERAL SUPPORT 2500 SANTA BARBARA MUSEUM OF ART 1130 STATE STREET SANTA BARBARA CA 93101 PUBLIC CHARITY GENERAL SUPPORT 1000 SARASOTA OPERA 61 N PINEAPPLE AVENUE SARASOTA FL 34236 PUBLIC CHARITY GENERAL SUPPORT 1000 SAVANNAH CLASSICAL ACADEMY 705 E ANDERSON ST SAVANNAH GA 31401 PUBLIC CHARITY GENERAL SUPPORT 50000 SAVANNAH MUSIC FESTIVAL 200 EAST ST JULIAN STREET SUITE 601 SAVANNAH GA 31401 PUBLIC CHARITY GENERAL SUPPORT 10000 SAVANNAH PHILHARMONIC CORPORATION PO BOX 11323 SAVANNAH GA 31412 PUBLIC CHARITY GENERAL SUPPORT 10000 SAVANNAH REPERTORY THEATRE 402 E BROUGHTON ST SAVANNAH GA 31401 PUBLIC CHARITY GENERAL SUPPORT 22500 UNION MISSION 120 FAHM ST SAVANNAH GA 31401 PUBLIC CHARITY GENERAL SUPPORT 5000 WOMEN'S FUND OF SANTA BARBARA 15 E CARRILLO STREET SANTA BARBARA CA 93101 PUBLIC CHARITY GENERAL SUPPORT 1675 158025 0 14 97318 18 -5760 0 91558 0 91558 0 0 0 0 0 0 0 0 0 0 ANDERSEN TAX 8300 0 8300 EQUITIES 2420419 3776556 FIXED INCOME 756283 689669 EXCHANGE-TRADED PRODUCTS 141000 129083 PRIOR PERIOD ADJUSTMENT 444 BANK FEES - FRB 28343 28343 0