2026-09-01T13:58:10-05:00 2025-12-31 920460586 PWC US TAX LLP 601 S FIGUEROA ST STE 900 LOS ANGELES CA 900175743 990PF 2025-01-01 463889437 GOLDEN RULE FAMILY FOUNDATION GOLD 2142523250 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 GENA TADEWALD PRESIDENT 2142523250 2026-08-24 1 SHARON DE GREIFF P01511827 2133566000 2025 X 6745333 X 403550 185981 185981 139432 1351357 139432 728963 325413 0 0 0 3648 0 3648 82456 27332 55124 4521 4521 0 90625 31853 58772 290000 290000 380625 31853 348772 348338 293560 1912 171 171 384776 564008 564008 8349 4830163 5009359 6181154 5225200 5573538 6745333 0 0 X 0 0 0 0 5225200 5573538 5225200 5573538 5225200 5573538 5225200 348338 0 5573538 0 5573538 CAPITAL GAIN DIVIDENDS 7229 P 142796 142796 0 0 CAPITAL GAIN DIVIDENDS 1186 P 112 111 111 PERSHING APERIO 1186 COVERED P 484980 460056 25119 25119 PERSHING EQUITY 7229 COVERED P 274970 258204 16766 16766 PERSHING APERIO 1186 COVERED P 448499 351921 97436 97436 139432 4080 0 4080 0 4080 3880 0 1264 0 5144 0 1064 1064 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 0 N/A TOLLESON PRIVATE WEALTH MANAGEMENT 2142523250 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAYNA MANNING 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 VICE PRES/DIR 1.00 0 0 0 GENA TADEWALD 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 PRES/DIR 1.00 0 0 0 ANTHONY ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 DIR/CO-TREAS 1.00 0 0 0 KYRA ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 DIR/CO-TREAS 1.00 0 0 0 RACHEL ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 DIR/SEC 1.00 0 0 0 NONE 0 NONE 0 0 5906980 349663 0 6256643 0 0 6256643 93850 6162793 308140 308140 4080 4080 304060 0 304060 0 304060 348772 0 348772 304060 264541 0 0 348772 264541 0 0 84231 0 0 0 0 0 0 0 0 219829 0 0 0 DAYNA MANNING GENA TADEWALD ANTHONY ROGERS KYRA ROGERS RACHEL ROGERS X CONNECTING POINT OF PARK CITIES 4516 LOVERS LANE 212 DALLAS TX 75225 PC GENERAL SUPPORT 30000 NEO PHILANTHROPY 101 AVENUE OF THE AMERICAS 12TH FLOOR NEW YORK NY 10018 PC GENERAL SUPPORT 50000 BIG THOUGHT 1409 BOTHAM JEAN BLVD STE 1015 DALLAS TX 75215 PC GENERAL SUPPORT 10000 CHILDREN'S MEDICAL CENTER FOUNDATION PO BOX 847253 DALLAS TX 75284 PC GENERAL SUPPORT 10000 JUNIOR ACHIEVEMENT OF DALLAS INC 3000 PEGASUS PARK DR STE 720 DALLAS TX 75247 PC GENERAL SUPPORT 10000 DALLAS ARBORETUM 8525 GARLAND RD DALLAS TX 75218 PC GENERAL SUPPORT 10000 ADVENTURE SCIENTISTS PO BOX 1834 BOZEMAN MT 59771 PC GENERAL SUPPORT 30000 AHA 923 OLIVE ST STE 5 SANTA BARBARA CA 93101 PC GENERAL SUPPORT 25000 CLIMB WYOMING PO BOX 425 CHEYENNE WY 82003 PC GENERAL SUPPORT 15000 DENVER URBAN GARDENS 1031 33RD ST STE 100 DENVER CO 80205 PC GENERAL SUPPORT 15000 FOSTER VILLAGE INC 15400 FITZHUGH RD DRIPPING SPRINGS TX 78620 PC GENERAL SUPPORT 25000 HABITAT FOR HUMANITY OF SOUTHERN SANTA BARBARA COUNTY PO BOX 176 GOLETA CA 93116 PC GENERAL SUPPORT 15000 SOUTHWESTERN MEDICAL FOUNDATION 3889 MAPLE AVE STE 100 DALLAS TX 75219 PC GENERAL SUPPORT 20000 NEWS 1141 PEAR TREE LN STE 220 NAPA CA 94558 PC GENERAL SUPPORT 25000 290000 0 14 185981 18 139432 0 325413 0 325413 0 0 0 0 0 0 0 0 0 0 X X 1 RYAN ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 20000 X 2 JEAN ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 30000 X 3 DAYNA MANNING 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 130000 X 4 MEREDITH TADEWALD 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 12000 X 5 VICTORIA TASH 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 12000 X 6 KATHERINE HAWKES 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 6000 X 7 REED STANDLY 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 12000 X 8 RYAN MANNING 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 12000 X 9 GENA TADEWALD 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 60000 X 10 BRENDAN IVIE 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 5500 X 11 FRANCES ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 15000 X 12 TONY AND KYRA ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 88800 X 13 RACHEL ROGERS 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 250 X ACCOUNTING FEES 3648 0 3648 PERSHING APERIO ACCOUNT 1300582 1955431 PERSHING EQUITY ACCOUNT 3708777 4225723 PHILANTHROPY ADVISORY FEES 55124 0 55124 MANAGEMENT FEES 27332 27332 0 FOREIGN TAXES PAID 4521 4521 0