2025-05-14T11:25:56-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 1133 WESTCHESTER AVE SUITE N-328 WHITE PLAINS NY 10604 990PF 2024-01-01 263509217 J ADDISON BARTUSH AND MARION M BARTUSH FAMILY FOUNDATION JADD 2039696853 85 SOUTHPORT GREEN SOUTHPORT CT 06890 SUSAN CUGLIARI TRUSTEE 2039696853 2025-05-12 1 0 KELLY PEGLER P01817262 9149492990 2025-05-12 2024 2025-03-06 01:10:19Z X 9407592 X X 51515 51515 223994 223994 1150852 4186241 1150852 208 208 1426569 1426569 0 0 0 3200 0 3200 53688 53688 0 1694 0 0 589 0 589 59171 53688 3789 371746 371746 430917 53688 375535 995652 1372881 548422 13392 13392 485729 485729 4245729 5440014 6540953 1734825 1585493 1609430 629512 629512 758088 7158488 8154140 9407592 0 0 X 0 0 0 0 7158488 8154140 7158488 8154140 7158488 8154140 7158488 995652 0 8154140 0 8154140 PUBLICLY TRADED SECURITIES 4114769 3035389 1079380 1079380 CAPITAL GAINS DIVIDENDS P 71472 71472 71472 1150852 19083 0 19083 0 19083 3587 0 0 0 3587 0 15496 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A SUSAN CUGLIARI 2039696853 85 SOUTHPORT GREEN SOUTHPORT CT 06890 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN B CUGLIARI 85 SOUTHPORT GREEN SOUTHPORT CT 06890 TRUSTEE 0.50 0 0 0 JOSEPH A BARTUSH 70510 GARDENIA COURT RANCHO MIRAGE CA 92270 TRUSTEE 0.05 0 0 0 STEPHEN M A CUGLIARI 85 SOUTHPORT GREEN SOUTHPORT CT 06890 TRUSTEE 0.05 0 0 0 NONE 0 NORTHERN TRUST 10 WEST LONG LAKE ROAD BLOOMFIELD HILLS MI 48304 INVESTMENT MANAGEMENT 53183 0 0 8771737 497346 0 9269083 0 0 9269083 139036 9130047 456502 456502 19083 19083 437419 0 437419 0 437419 375535 0 375535 437419 374717 0 0 375535 374717 0 0 818 0 0 0 0 0 0 0 0 436601 0 0 0 X ANGEL'S PLACE 29299 FRANKLIN ROAD SUITE 2 SOUTHFIELD MI 48034 N/A PC GENERAL SUPPORT 1500 CAPUCHIN SOUP KITCHEN 1820 MT ELLIOT STREET DETROIT MI 48207 N/A PC GENERAL SUPPORT 1500 CATHOLIC CHARITIES RIO GRANDE VALLEY 700 VIRGEN DE SAN JUAN BLVD SAN JUAN TX 78589 N/A PC GENERAL SUPPORT 5000 DETROIT OPERA 1526 BROADWAY DETROIT MI 48226 N/A PC GENERAL SUPPORT 50000 DONOR'S CHOOSE PO BOX 7247 PHILADELPHIA PA 19170 N/A PC GENERAL SUPPORT 1747 FEEDING AMERICA 161 N CLARK STREET SUITE 700 CHICAGO IL 60601 N/A PC GENERAL SUPPORT 1000 FORDHAM UNIVERSITY 45 COLUMBUS AVENUE NEW YORK NY 10023 N/A PC GENERAL SUPPORT 200000 PALM SPRINGS OPERA GUILD PO BOX 5022 PALM SPRINGS CA 92263 N/A PC GENERAL SUPPORT 10000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 N/A PC GENERAL SUPPORT 7500 POPE FRANCIS CENTER 438 SAINT ANTOINE STREET DETROIT MI 48226 N/A PC GENERAL SUPPORT 50999 RANCHO MIRAGE LIBRARY & OBSERVATORY FOUNDATION 71-100 HIGHWAY 111 RANCHO MIRAGE CA 92270 N/A PC GENERAL SUPPORT 15000 SOCIETY OF THE SACRED HEART 4120 FOREST PARK AVENUE ST LOUIS MO 63108 N/A PC GENERAL SUPPORT 20000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 N/A PC GENERAL SUPPORT 7500 371746 0 14 51515 14 223994 14 208 18 1150852 0 1426569 0 1426569 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 3200 0 3200 FIXED INCOME SECURITIES 1585493 1609430 LARGE CAP EQUITY 3127092 3575164 MID CAP EQUITY 7441 37532 SMALL CAP EQUITY 730962 933632 INTERNATIONAL DEVELOPED EQUITY 1037963 1345781 INTERNATIONAL EMERGING EQUITY 536556 648844 REAL ESTATE FUNDS AT COST 307216 321368 COMMODITIES AT COST 322296 436720 OFFICE EXPENSES 589 0 589 MISC INVESTMENT INCOME 208 208 208 INVESTMENT MANAGEMENT FEES 53688 53688 0 FEDERAL EXCISE TAX 1694 0 0