2024-05-14T11:00:24-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 225 BROADHOLLOW RD SUITE 401 MELVILLE NY 11747 990PF 2023-01-01 113461453 THE CHARLES B WANG INTERNATIONAL FOUNDATION CHAR 5166228212 255 SOUTH STREET OYSTER BAY NY 11771 ARTHUR MCCARTHY TREASURER 5166228212 2024-05-08 1 ARTHUR MCCARTHY 999009999 0 MICHAEL FELLER P00536207 6319305000 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12191791 X X 251548 251548 27212 1193543 27212 278760 278760 0 0 0 11720 1172 12892 60691 58581 2110 1926 1926 0 14438 1074 13364 88775 62753 28366 265000 265000 353775 62753 293366 -75015 216007 21841 53337 53337 896097 670779 670779 0 5067803 8227366 0 3158830 3240309 8107826 0 0 8551 8551 9025764 8950749 12191791 0 0 X 0 0 0 0 9025764 8950749 9025764 8950749 9025764 8950749 9025764 -75015 0 8950749 0 8950749 PUBLICLY TRADED SECURITIES 1182174 1166331 15843 15843 CAPITAL GAIN DISTRIBUTIONS P 11369 11369 11369 27212 3002 0 3002 0 3002 26757 0 0 0 26757 0 23755 23755 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE FOUNDATION 5166228212 255 SOUTH STREET OYSTER BAY NY 11771 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY LI 255 SOUTH STREET OYSTER BAY NY 11771 PRESIDENT/DIRECTOR 0.25 0 0 0 KIMBERLY W DEY 255 SOUTH STREET OYSTER BAY NY 11771 VP/DIRECTOR 0.25 0 0 0 JASMINE WANG 255 SOUTH STREET OYSTER BAY NY 11771 VP/DIRECTOR 0.25 0 0 0 CAMERON WANG 255 SOUTH STREET OYSTER BAY NY 11771 VP/DIRECTOR 0.25 0 0 0 JIMING LIANG 255 SOUTH STREET OYSTER BAY NY 11771 SECRETARY 0.25 0 0 0 ARTHUR MCCARTHY 255 SOUTH STREET OYSTER BAY NY 11771 TREASURER 0.25 0 0 0 NONE 0 BANK OF AMERICA PO BOX 653067 DALLAS TX 75265 INVESTMENT MANAGEMENT 57652 0 0 10636592 812086 0 11448678 0 0 11448678 171730 11276948 563847 563847 3002 3002 560845 0 560845 0 560845 293366 0 293366 560845 0 0 334199 281517 52682 146269 121356 936023 293366 0 0 0 293366 0 267479 267479 668544 0 0 0 0 0 0 66720 601824 281517 52682 146269 121356 X CHARLES B WANG COMMUNITY HEALTH CENTER 268 CANAL STREET NEW YORK NY 10013 N/A PC HEALTH CARE SERVICES 30000 ISLANDERS CHILDREN'S FOUNDATION 15 VERBENA AVE FLORAL PARK NY 11001 N/A PC SOCIAL AND CULTURAL SERVICES 50000 LIFE ENRICHMENT CENTER AT OYSTER BAY 45 EAST MAIN STREET OYSTER BAY NY 11771 N/A PC SOCIAL & CULTURAL SERVICES 2500 NORTHWELL HEALTH FOUNDATION 2000 MARCUS AVENUE NEW HYDE PARK NY 11042 N/A PC HEALTH CARE SERVICES 50000 OYSTER BAY MAIN STREET ASSOCIATION PO BOX 116 OYSTER BAY NY 11771 N/A PC SOCIAL & CULTURAL SERVICES 2500 SOOCHOW UNIVERSITY NO 50 DONGHUAN ROAD SUZHOU JIANGSU PR CH 215021 N/A PC EDUCATION 125000 YOUTH & FAMILY COUNSELING AGENCY OF OYSTER BAY EAST NORWICH 193 SOUTH STREET OYSTER BAY NY 11771 N/A PC SOCIAL SERVICES 5000 265000 0 14 251548 18 27212 0 278760 0 278760 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 11720 1172 12892 INVESTMENT GRADE TAXABLE FUNDS 2813344 2876437 INTERNATIONAL DEVELOPED BONDS 345486 363872 U.S. LARGE CAP STOCKS 3134187 5555698 U.S. MID CAP STOCKS 1068688 1427161 U.S. SMALL CAP STOCKS 346245 507668 INTERNATIONAL DEVELOPED STOCKS 518683 736839 OFFICE EXPENSE 10741 1074 9667 INSURANCE 2573 0 2573 STATE FILING FEES 1124 0 1124 INFORMATION TECHNOLOGY CONSULTING 2345 235 2110 INVESTMENT MANAGEMENT FEES 58346 58346 0 FOREIGN TAX 1926 1926 0