2026-05-26T19:16:08-05:00 2025-12-31 Rosewood Family Advisors LLC 3000 El Camino Ste 2-1000 Palo Alto CA 94306 990PF 2025-01-01 943279919 ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION C/O ROSEWOOD FAMILY ADVISORS LLC % CARLYSE CIOCCA ARTH 6503132000 3000 EL CAMINO REAL SUITE 2-1000 PALO ALTO CA 94306 CARLYSE CIOCCA PRESIDENT 6503132000 2026-05-26 true P01714210 6503132000 2025 2025-03-06 01:10:19Z X 6405660 X 0 X 131854 131854 98062 746457 98062 229916 229916 0 52400 26200 0 26200 14715 14715 20200 75 87390 40915 0 26200 690000 690000 777390 40915 0 716200 -547474 189001 0 144787 111960 111960 0 10000 0 0 5756160 5251513 6293700 5910947 5363473 6405660 0 0 X 5910947 5363473 5910947 5363473 5910947 5363473 5910947 -547474 5363473 5363473 PUBLICLY-TRADED SECURITIES P 2024-09-11 532229 498621 33608 33608 PUBLICLY-TRADED SECURITIES P 2023-08-24 214228 149774 64454 64454 98062 2627 2627 2627 9143 0 9143 X 0 6516 6516 0 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 6110362 115208 0 6225570 0 6225570 93384 6132186 306609 306609 2627 2627 303982 303982 303982 716200 0 0 0 0 716200 303982 0 2023 2022 2021 0 277371 622956 97668 249853 1247848 716200 0 303982 412218 1660066 0 0 0 0 277371 1382695 622956 97668 249853 412218 CARLYSE CIOCCA NONE X OUTWARD BOUND 548 MARKET ST PMB 68876 SAN FRANCISCO CA 94104 NONE PC IN SUPPORT OF GENERAL OPERATIONS 275000 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 65000 RICE UNIVERSITY PO BOX 1892 HOUSTON TX 77251 NONE PC IN SUPPORT OF GENERAL OPERATIONS 25000 THE CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVE NE WASHINGTON DC 20064 NONE PC IN SUPPORT OF GENERAL OPERATIONS 50000 690000 14 131854 18 98062 229916 229916 false false false false false false false false false false ACCOUNTING FEES 52400 26200 0 26200 NONE VANGUARD S&P 500 ETF - 4,519 2271882 2834000 ISHARES CORE S&P MID CAP-9,132 537829 602712 ISHARES CORE S&P SMALL - 3,557 387819 427480 SPDR PORTFOLIO DVLPD - 38,385 1380250 1704678 VAN ULTRA SHRT BND - 1,502 74800 74860 VANGUARD FTSE EMERGING - 5,689 248950 305841 VANGUARD TOTAL BOND - 4,646 349983 344129 FEES 75 MANAGEMENT FEES 14715 14715 CALIFORNIA ATTORNEY GENERAL 200 2024 EXTENSION PAYMENT 20000