2024-04-30T13:17:33-05:00 2023-12-31 Rosewood Family Advisors LLP 2475 Hanover Street Ste 100 Palo Alto CA 94304 990PF 2023-01-01 261699444 MELALUCCA FOUNDATION % ROSEWOOD FAMILY ADVISORS LLP MELA 6503132002 2475 HANOVER STREET SUITE 100 PALO ALTO CA 94304 WILLIAM H SOSKIN President 6503132002 2024-04-13 true WILLIAM H SOSKIN XXX-XX-XXXX true P00184639 6503132000 X 2 2023 2023-04-26 12:10:37Z X 33787318 X 0 X 439711 439711 12293 6207801 12293 27051 25126 479055 477130 27000 27000 67400 0 0 67400 158675 77166 81509 8000 0 198062 17418 6277 459137 94584 0 182186 2000000 2000000 2459137 94584 0 2182186 -1980082 382546 836978 705573 705573 8197 777545 8197 8197 2088602 2505121 2529834 9019295 7466448 10642849 1602898 1761229 1664134 9610786 9509454 18236731 23936104 21956022 33787318 0 0 0 X 23936104 21956022 23936104 21956022 23936104 21956022 23936104 -1980082 21956022 21956022 CS 2787 - STMT A P 1568308 1467385 100923 100923 CS 2787 - STMT A P 1526133 1550156 -24023 -24023 CS 3229 - STMT B P 228910 247734 -18824 -18824 CS 3229 - STMT B P 482534 475838 6696 6696 BERNSTEIN 8678 - STMT C P 2401276 2454395 -53119 -53119 CAPITAL GAIN DIVIDENDS P 640 CAPITAL GAIN DIVIDENDS P 640 CAPITAL GAIN DIVIDENDS P 640 CAPITAL GAIN DIVIDENDS P 640 CAPITAL GAIN DIVIDENDS P 640 12293 5317 5317 5317 10863 0 10863 X 5546 5546 false false false false false false false true true true false false false false true N/A ROSEWOOD FAMILY ADVISORS LLP 6503132002 2475 HANOVER STREET STE 100 PALO ALTO CA 94304 false false false false false false false false false false false false false false false false false false false false false W H SOSKIN 2475 HANOVER STREET SUITE 100 PALO ALTO CA 94304 PRESIDENT AND DIRECTOR 0 0 0 0 DOUG BAUER 2475 HANOVER STREET SUITE 100 PALO ALTO CA 94304 SECRETARY, TREASURER, DIRECTOR 0 27000 0 0 SINGER PHILATHROPY LLC 5900 WILSHIRE BLVD 12TH FLOOR LOS ANGELES CA 90036 PHILANTHROPY ADVISIN 81509 ROSEWOOD FAMILY ADVISORS LLP 2475 HANOVER STREET SUITE100 PALO ALTO CA 94304 ACCOUNTING SERVICE 67400 15007815 796079 17135263 32939157 0 32939157 494087 32445070 1622254 1622254 5317 5317 1616937 1616937 1616937 2182186 0 0 0 0 2182186 1616937 0 2021 2020 2019 0 369147 369147 2182186 0 1616937 565249 934396 0 0 934396 0 369147 565249 THE CYPRESS LIVING TRUST UAD 1310 X GIRLS INCORPORATED 120 Wall Street New York NY 10005 NONE PC GENERAL CHARITABLE PURPOSE 2000000 2000000 14 439711 18 12293 NONDIVIDEND DISTRIBUTION 14 1925 OTHER INCOME 14 25126 479055 479055 false false false false false false false false false false ACCOUNTING FEES 67400 67400 BERNSTEIN 8678 1761229 1664134 BERNSTEIN 8678 1563588 1372345 CHARLES SCHWAB 2787 3590969 6619663 CHARLES SCHWAB 3229 2311891 2650841 2505121 2529834 SR STRATEGIC FIXED INCOME 101332 0 0 SR SELECT EQUITY 3427088 3427088 8194060 SR HEDGED EQUITY 1805008 1805008 3849162 SR DIVERSIFIED STRATEGIES 3387358 3387358 5359895 BLACKROCK MULTI-STRATEGY 890000 890000 833614 FOREIGN TAX PAID 17418 17418 INSURANCE 4638 4638 TRAVEL EXPENSES 1639 1639 OTHER NONDEDUCTIBLE EXPENSES 174367 CS 2787 - NONDIVIDEND DIST 1491 0 CS 3229 - NONDIVIDEND DIST 434 0 SR STRATEGIC FIXED INCOME - PFIC 25126 25126 EQUITIES PAYABLE - CS#2787 0 EQUITIES PAYABLE - CS#2877 0 PHILANTHROPY ADVISING FEES 81509 81509 INVESTMENT MGT FEES 77166 77166 FEDERAL TAX 8000 0