2024-11-13T09:59:02-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 1133 WESTCHESTER AVE SUITE N-328 WHITE PLAINS NY 10604 990PF 2023-01-01 061655765 ROBERT AND ELLEN PLANCHER FAMILY FOUNDATION INC ROBE 5163740010 940 CAROL AVENUE WOODMERE NY 11598 ROBERT L PLANCHER PRESIDENT 5163740010 2024-11-12 1 1 HEATHER OBODA P01359654 9149492990 2024-11-12 2023 2024-10-15 13:58:12Z X 354873 X X 7098 7098 2424 27760 2424 9522 9522 0 0 0 6225 0 6225 2406 2406 0 609 309 0 9240 2715 6225 15000 15000 24240 2715 21225 -14718 6807 2680 4249 4249 240849 245764 350601 0 23 23 243529 250036 354873 17700 38925 17700 38925 X 0 0 0 0 225829 211111 225829 211111 243529 250036 225829 -14718 0 211111 0 211111 PUBLICLY TRADED SECURITIES 27760 25336 2424 2424 2424 95 0 95 0 95 354 0 0 0 354 0 259 259 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE FOUNDATION 5163740010 940 CAROL AVENUE WOODMERE NY 11598 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT L PLANCHER 940 CAROL AVE WOODMERE NY 11598 PRESIDENT 0.10 0 0 0 ELLEN PLANCHER 940 CAROL AVE WOODMERE NY 11598 VICE PRESIDENT 0.10 0 0 0 NONE 0 NONE 0 0 0 319969 3126 0 323095 0 0 323095 4846 318249 15912 15912 95 95 15817 0 15817 0 15817 21225 0 21225 15817 8080 0 0 21225 8080 0 0 13145 0 0 0 0 0 0 0 0 2672 0 0 0 ROBERT L PLANCHER ELLEN PLANCHER X BRANDEIS UNIVERSITY PO BOX 549110 MS 126 WALTHAM MA 02454 EDUCATION EDUCATION 15000 15000 0 14 7098 18 2424 0 9522 0 9522 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 6225 0 6225 N/A 0 175 SH ISHARES RUSSELL MIDCAP G ETF (IWP) 10608 18281 152 SH ISHARES RUSSELL MIDCAP V ETF (IWS) 12708 17676 353 SH INVESCO S&P 500 GARP ETF (SPGP) 31750 34608 208 SH ISHARES RUSSELL 1000 GRW ETF (IWF) 24286 63059 242 SH ISHARES EDGE MSCI US QLTY FAC (QUAL) 19204 35608 363 SH ISHARES RUSSELL 1000 VALUE ETF (IWD) 42115 59986 35 SH ISHARES RUSSELL 2000 GRWTH ETF (IWO) 5776 8827 402 SH ISHARES EDGE EMERGING (IEMG) 20190 20333 438 SH ISHARES MSCI EAFE GRWTH ETF (EFG) 36217 42420 58 SH ISHARES RUSSELL 2000 VALUE ETF (IWN) 7002 9009 783 SH ISHARES MSCI EAFE VAL ETF (EVF) 35908 40794 DIVIDEND RECEIVABLE 0 23 23 EXCHANGES 17700 38925 INVESTMENT ADVISORY FEES 2406 2406 0 FOREIGN TAX 309 309 0 EXCISE TAX BASED ON INVESTMENT INCOME 300 0 0