2025-06-20T19:03:28-05:00 2024-12-31 Rosewood Family Advisors LLP 3000 El Camino Ste 2-1000 Palo Alto CA 94306 990PF 2024-01-01 943279919 ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION C/O ROSEWOOD FAMILY ADVISORS LLP % CARLYSE CIOCCA ARTH 6503132000 3000 EL CAMINO REAL SUITE 2-1000 PALO ALTO CA 94306 CARLYSE CIOCCA PRESIDENT 6503132000 2025-06-20 true true Kerry Bratton P01714210 6503132000 2025-06-20 X 2024 2025-03-06 01:10:19Z X X 6092720 X 25 X 112787 112787 1587451 6041622 1587451 1700263 1700238 0 25450 12725 0 12725 25 1287 1287 26762 14012 0 12725 515500 515500 542262 14012 0 528225 1158001 1686226 0 -168 144787 144787 10000 0 10000 10000 149169 0 0 4603945 5756160 5937933 4752946 5910947 6092720 0 0 X 4752946 5910947 4752946 5910947 4752946 5910947 4752946 1158001 5910947 5910947 PUBLICLY-TRADED SECURITIES P 2024-09-05 1610140 1207238 402902 402902 PUBLICLY-TRADED SECURITIES P 2024-08-13 169999 150078 19921 19921 PUBLICLY-TRADED SECURITIES D 2022-01-28 4261483 3096855 1164628 1164628 1587451 23439 23439 23439 12582 0 20000 32582 9143 9143 false false false false false false false true true CA true false false false false true N/A CARLYSE CIOCCA 6503132000 3000 EL CAMINO REAL SUITE 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 false CARLYSE CIOCCA 3000 EL CAMINO REAL SUITE 2-1000 PALO ALTO CA 94306 PRESIDENT 0.5 0 0 0 R JAMES FISHER 3000 EL CAMINO REAL SUITE 2-1000 PALO ALTO CA 94306 SECRETARY/TREASURER 0.5 0 0 0 N/A NONE 6054871 73279 0 6128150 0 6128150 91922 6036228 301811 301811 23439 23439 278372 278372 278372 528225 0 0 0 0 528225 278372 0 2022 2021 2020 0 5318684 277371 622956 97668 6316679 528225 0 278372 249853 6566532 0 0 0 0 5318684 1247848 277371 622956 97668 249853 CARLYSE CIOCCA NONE X OUTWARD BOUND 548 MARKET ST PMB 68876 SAN FRANCISCO CA 94104 NONE PC IN SUPPORT OF GENERAL OPERATIONS 25000 THE OLYMPIC CLUB FOUNDATION 524 POST ST SAN FRANCISCO CA 94102 NONE PC IN SUPPORT OF GENERAL OPERATIONS 25000 BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 NONE PC IN SUPPORT OF GENERAL OPERATIONS 250000 DE MARILLAC ACADEMY 175 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 NONE PC IN SUPPORT OF GENERAL OPERATIONS 25000 BAHAMAS HOPE FOUNDATION 7901 4TH ST N 300 ST PETERSBURG FL 33702 NONE PC IN SUPPORT OF GENERAL OPERATIONS 500 UCSF FOUNDATION UCSF BOX 0248 SAN FRANCISCO CA 94143 NONE PC IN SUPPORT OF GENERAL OPERATIONS 10000 NATIONAL CATHOLIC COMMUNITY FOUNDATION 1321 GENERALS HWY STE 202 CROWNSVILLE MD 21032 NONE PC IN SUPPORT OF GENERAL OPERATIONS 180000 515500 14 112787 18 1587451 1700238 1700238 false false false false false false false false false false ACCOUNTING FEES 25450 12725 0 12725 NONE BERKSHIRE HATHAWAY - 1,276 0 0 CENTENE CORP - 3,676 0 0 COGNIZANT TECH SOLU - 2,587 0 0 COMCAST CORP - 5,441 0 0 FISERV INC - 2,122 0 0 JOHNSON & JOHNSON - 1,223 0 0 LOCKHEED MARTIN CORP - 628 0 0 MCKESSON CORP - 1,463 0 0 MICROSOFT CORP - 1,558 0 0 NOVARTIS AG - 2,163 0 0 ORACLE CORP - 2,993 0 0 ADOBE INC - 285 0 0 APPLIED MATERIALS - 1,025 0 0 AUTODESK INC - 712 0 0 BROADCOM INC - 1,730 0 0 FORTINET INC - 2,555 0 0 KLA CORP - 303 0 0 MASTERCARD INC - 372 0 0 PALO ALTO NETWORKS - 660 0 0 SANDOZ GROUP AG - 432 0 0 VISA INC - 621 0 0 VANGUARD S&P 500 ETF - 5,048 2502597 2719913 ISHARES CORE S&P MID CAP-8,107 475878 505147 ISHARES CORE S&P SMALL - 4,364 475806 502820 SPDR PORTFOLIO DVLPD - 42,757 1536639 1459296 VAN ULTRA SHRT BND - 2,510 124998 124546 VANGUARD FTSE EMERGING - 6,633 290259 292117 VANGUARD TOTAL BOND - 4,646 349983 334094 0 0 FEES 42 42 FOREIGN TAX PAID 1245 1245 CALIFORNIA ATTORNEY GENERAL 25