2025-11-17T07:57:10-06:00 2024-12-31 883914808 CARTER & COMPANY 4300 MACARTHUR AVE STE 200 DALLAS TX 75209 990PF 2024-01-01 752919060 ROBERT AND MICHELLE DIENER FOUNDATION ROBE 3058659300 3010 LBJ FREEWAY SUITE 748 DALLAS TX 75234 MICHELLE DIENER DIRECTOR 3058659300 2025-11-14 1 1 JEFFREY W MCALISTER P01277482 2148800380 2025-11-05 2024 2025-03-06 01:10:19Z X 42770922 X X 1204521 1204521 209070 22380042 209070 -74173 -74132 0 1339418 1339459 0 0 0 0 0 1600 1600 0 0 9000 0 0 0 6442 0 0 6442 38891 38891 0 0 55933 40491 0 6442 1891500 1891500 1947433 40491 0 1897942 -608015 1298968 0 402359 2424777 2424777 28504049 25873616 40346145 28906408 28298393 42770922 0 0 X 0 0 0 0 28906408 28298393 28906408 28298393 28906408 28298393 28906408 -608015 0 28298393 0 28298393 PUBLICLY TRADED SECURITIES 22379787 22170972 208815 208815 CAPITAL GAIN DISTRIBUTIONS P 255 255 255 209070 18056 0 18056 0 18056 15649 0 7500 0 23149 X 0 5093 5093 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A ROBERT DIENER 3058659300 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 ROBERT B DIENER 3010 LBJ FWY SUITE 748 DALLAS TX 75234 DIRECTOR 5.00 0 0 0 MICHELLE S DIENER 3010 LBJ FWY SUITE 748 DALLAS TX 75234 DIRECTOR 5.00 0 0 0 DAVID S LITMAN 3010 LBJ FWY SUITE 748 DALLAS TX 75234 DIRECTOR 0.00 0 0 0 ALLISON DIENER GILINSKI 3010 LBJ FWY SUITE 748 DALLAS TX 75234 DIRECTOR 0.00 0 0 0 BRIANNA DIENER SKYDELL 3010 LBJ FWY SUITE 748 DALLAS TX 75234 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 39247881 1423400 0 40671281 0 0 40671281 610069 40061212 2003061 2003061 18056 18056 1985005 0 1985005 0 1985005 1897942 0 1897942 1985005 0 0 11401 108946 120347 1897942 0 0 0 1897942 0 87063 87063 33284 0 0 0 0 0 0 0 33284 33284 ROBERT B DIENER MICHELLE S DIENER ROBERT MICHELLE DIENER 3010 LBJ FREEWAY SUITE 748 DALLAS TX 75234 3058659300 NO SPECIFIC FORM NONE NONE AISH HATORAH INC 1407 BROADWAY SUITE 1703A NEW YORK NY 10018 NONE PUBLIC CHARITY RELIGIOUS 155000 ALPHA EPSILON PI FOUNDATION 8815 WESLEYAN ROAD INDIANAPOLIS IN 46268 NONE PUBLIC CHARITY EDUCATION 360 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 NONE PUBLIC CHARITY HEALTH CARE 175000 AMERICAN JEWISH COMMITTEE PO BOX 7247 PHILADELPHIA PA 19170 NONE PUBLIC CHARITY EDUCATION 1800 AMERICAN PHYSICIANS FOR ISRAEL 2001 BEACON STREET SUITE 210 BOSTON MA 02135 NONE PUBLIC CHARITY HEALTH CARE 10000 BAPTIST HEALTH S FL FOUNDATION 6855 S RED ROAD SUITE 600 SOUTH MIAMI FL 33143 NONE PUBLIC CHARITY HEALTH CARE 40000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 NONE PUBLIC CHARITY EDUCATION 108000 BROTHERS FOR LIFE 270 SOUTH HANFORD STREET SUITE 207 SEATTLE WA 98134 NONE PUBLIC CHARITY HUMANITARIAN 20000 CHABAD CENTER AT CORNELL 102 WILLARD WAY ITHACA NY 14850 NONE PUBLIC CHARITY RELIGIOUS 17500 CHABAD JEWISH CENTER GAINESVILLE 2021 NW 5TH AVENUE GAINESVILLE FL 32603 NONE PUBLIC CHARITY RELIGIOUS 1800 CHABAD OF NORTH MIAMI 11855 NE 19TH DRIVE NORTH MIAMI FL 33181 NONE PUBLIC CHARITY RELIGIOUS 1800 CHABAD OF TULANE 7033 FRERET STREET NEW ORLEANS LA 70118 NONE PUBLIC CHARITY RELIGIOUS 26000 CHABAD ON CAMPUS 719 EASTERN PARKWAY SUITE 1 BROOKLYN NY 11213 NONE PUBLIC CHARITY RELIGIOUS 413310 COLEL CHABAD 806 EASTERN PARKWAY SUITE A BROOKLYN NY 11213 NONE PUBLIC CHARITY RELIGIOUS 25000 CORAL RESTORATION FOUNDATION 89111 OVERSEA HIGHWAY TAVERNIER FL 33070 NONE PUBLIC CHARITY PROTECT ENDANGERED SPECIES 5000 FLORIDA FRIENDS OF ISRAEL DEFENSE FUND 2040 NE 163RD STREET NORTH MIAMI BEACH FL 33162 NONE PUBLIC CHARITY EDUCATION 5000 FRIENDS OF UNITED HATZALA 442 5TH AVENUE SUITE 1866 NEW YORK NY 10018 NONE PUBLIC CHARITY HEALTH CARE 138180 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 NONE PUBLIC CHARITY JEWISH EDUCATION 144300 HABITAT FOR HUMANITY - UPPER KEYS PO BOX 2151 KEY LARGO FL 33037 NONE PUBLIC CHARITY SOCIAL SERVICES 10000 INTOWN CHABAD 2723 ROUTH STREET DALLAS TX 75201 NONE PUBLIC CHARITY RELIGIOUS 18000 ISRA AID GLOBAL HUMANITARIAN ASSISTANCE PO BOX 61227 PALO ALTO CA 94306 NONE PUBLIC CHARITY RELIGIOUS 25000 JERUSALEM U 11110 W OAKLAND PARK BLVD SUITE 288 SUNRISE FL 33351 NONE PUBLIC CHARITY EDUCATION 15000 JEWISH COMMUNITY SERVICE OF S FLORIDA 12000 BISCAYNE BLVD SUITE 303 MIAMI FL 33181 NONE PUBLIC CHARITY RELIGIOUS 60700 JEWISH LITERACY FOUNDATION 17 WARREN ROAD PIKESVILLE MD 21208 NONE PUBLIC CHARITY EDUCATION 18000 JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTRE NY 11570 NONE PUBLIC CHARITY NATURE PRESERVATION 25000 JEWISH RESOURCE CENTER 1335 HILL STREET ANN ARBOR MI 48104 NONE PUBLIC CHARITY RELIGIOUS 5000 JOE DIMAGGIO CHILDRENS HOSPITAL 1150 N 35TH AVE SUITE 345 HOLLYWOOD CA 33021 NONE PUBLIC CHARITY MEDICAL 40000 LEHRMAN COMMUNITY DAY SCHOOL 727 77TH STREET MIAMI BEACH FL 33141 NONE PUBLIC CHARITY EDUCATION 100000 MOMENTUM UNLIMITED 6101 EXECUTIVE BLVDSUITE 240 ROCKVILLE MD 20852 NONE PUBLIC CHARITY RELIGIOUS 25000 MORASHA OLAMI 555 MADISON AVENUE LAKEWOOD NJ 08701 NONE PUBLIC CHARITY RELIGIOUS 15000 MOUNT SINAI HOSPITAL FOUNDATION 4300 ALTON ROAD SUITE 100 MIAMI BEACH FL 33140 NONE PUBLIC CHARITY HEALTH CARE 10000 NATIONAL MS SOCIETY 3125 W COMMERCIAL BLVD STE 100 FORT LAUDERDALE FL 33309 NONE PUBLIC CHARITY MEDICAL RESEARCH 350 OHEL AVRAHAM PO BOX 95016 PALANTINE IL 600950016 NONE PUBLIC CHARITY RELIGIOUS 1000 POSNACK DAY SCHOOL 5890 S PINE ISLAND ROAD DAVIE FL 33328 NONE PUBLIC CHARITY EDUCATION 100000 TEMPLE MENORAH 620 75TH STREET MIAMI BEACH FL 33141 NONE PUBLIC CHARITY JEWISH EDUCATION 100000 YCT RABBINICAL SCHOOL 3700 HENRY HUDSON PKWY 2ND FLOOR RIVERDALE NY 10463 NONE PUBLIC CHARITY JEWISH EDUCATION 3600 YEHUDI 3790 ROYAL PALM AVE MIAMI BEACH FL 33140 NONE PUBLIC CHARITY RELIGIOUS 25000 YOUTH RENEWAL FUND 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY RELIGIOUS 5000 ZIONIST RABBINICAL COALITION 11140 ROCKVILLE PIKE SUITE 100 643 ROCKVILLE MD 208523149 NONE PUBLIC CHARITY RELIGIOUS 1800 1891500 0 14 1204521 18 209070 PARTNERSHIP INCOME (LOSS) 14 -74132 UBTI FROM PASSTHROUGHS 525990 -41 -41 1339459 0 1339418 0 0 0 0 0 0 0 0 0 0 1600 1600 0 0 STOCKS, BONDS AND OTHER INVESTMENTS AT COST 25873616 40346145 INVESTMENT ADVISORY FEE 38891 38891 0 0 PARTNERSHIP INCOME (LOSS) -74132 -74132 0 UBTI FROM PASSTHROUGHS -41 0 EXCISE TAX 9000 0 0 0