2025-01-30T09:34:56-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 1133 WESTCHESTER AVE SUITE N-328 WHITE PLAINS NY 10604 990PF 2023-01-01 263919092 THE GROSSMAN FAMILY FOUNDATION GROS 2033402020 133 RIVER ROAD COS COB CT 06807 STEVEN GROSSMAN TRUSTEE 2033402020 2025-01-28 1 1 SHAKEEL HUSSAIN P01352370 9149492990 2025-01-28 2023 2025-03-06 01:10:19Z X 172883960 X X 2481781 2481781 774894 80347791 774894 157434 198031 3414109 3454706 42500 0 42500 215970 0 215970 39734 0 39734 30350 0 30350 31500 0 31500 287965 282493 5472 107628 4441 0 446293 424995 21298 1201940 711929 386824 8621838 8621838 9823778 711929 9008662 -6409669 2742777 2799053 1440300 1440300 12589118 5652632 5739911 98392224 38069795 47424571 13564265 10934187 11913670 18993378 83862340 106365508 146338038 139959254 172883960 0 0 X 0 0 0 0 146338038 139959254 146338038 139959254 146338038 139959254 146338038 -6409669 30885 139959254 0 139959254 PUBLICLY TRADED SECURITIES 80157356 79572897 584459 584459 K-1 CAPITAL GAIN 190435 190435 190435 774894 38125 0 38125 0 38125 110000 0 0 0 110000 0 71875 71875 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CT 1 0 0 0 1 1 N/A STEVEN GROSSMAN 2033402020 133 RIVER ROAD COS COB CT 06807 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN GROSSMAN 133 RIVER ROAD COS COB CT 06807 TRUSTEE 8.00 0 0 0 CAROLE GREENBERG 133 RIVER ROAD COS COB CT 06807 TRUSTEE 8.50 12500 0 0 PAUL NAPOLI 133 RIVER ROAD COS COB CT 06807 TRUSTEE 8.50 10000 0 0 JUDITH C MEYERS 133 RIVER ROAD COS COB CT 06807 TRUSTEE 2.00 10000 0 0 ETHAN GROSSMAN 133 RIVER ROAD COS COB CT 06807 TRUSTEE 2.00 0 0 0 LESLIE GROSSMAN 133 RIVER ROAD COS COB CT 06807 TRUSTEE 2.50 0 0 0 ERICA S PHILLIPS 133 RIVER ROAD COS COB CT 06807 TRUSTEE 3.50 10000 0 0 TRISH TWEEDLEY 133 RIVER ROAD COS COB CT 06807 EXECUTIVE DIRECTOR 40.00 215970 0 0 1 UBS FINANCIAL SERVICES INC 500 CAMPUS DRIVE FLORHAM PARK NJ 07932 INVESTMENT MANAGEMENT 187727 FIDUCIARY TRUST INTERNATIONAL 280 PARK AVE NEW YORK NY 10017 INVESTMENT MANAGEMENT 94766 2 0 134198066 17033203 14037547 165268816 0 0 165268816 2479032 162789784 8139489 8139489 38125 1168 39293 8100196 0 8100196 0 8100196 9008662 0 9008662 8100196 8610574 0 0 9008662 8610574 0 0 398088 0 0 0 0 0 0 0 0 7702108 0 0 0 STEVEN GROSSMAN X NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 PC GENERAL SUPPORT 8621838 8621838 0 14 2481781 18 774894 K-1 OTHER INCOME 901101 -40597 14 198031 -40597 3454706 0 3414109 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 31500 0 31500 CORPORATE BONDS 10934187 11913670 COMMON STOCKS 38069795 47424571 5652632 5739911 0 0 PRIVATE EQUITY AND HEDGE FUNDS AT COST 13262899 14037549 EXCHANGE TRADED FUNDS AT COST 11795793 20448276 MUTUAL FUNDS AT COST 55248637 66925433 REIT AT COST 3555011 4954250 GENERAL GOVERNANCE AND COUNSEL 30350 0 30350 BANK CHARGES 195 0 195 INSURANCE 6319 0 6319 K-1 EXPENSES 435654 424995 10659 PAYROLL FEES 1770 0 1770 SOFTWARE 2355 0 2355 K-1 OTHER INCOME 157434 198031 157434 DIFFERENCE BETWEEN FMV AND BOOK VALUE OF NONCASH GRANTS MADE 30885 INVESTMENT FEES 282493 282493 0 MANAGEMENT FEES 5472 0 5472 EXCISE TAX ON NET INVESTMENT INCOME 103187 0 0 K-1 FOREIGN TAX PAID 4441 4441 0