2025-11-13T14:28:36-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 1133 WESTCHESTER AVE SUITE N-328 WHITE PLAINS NY 10604 990PF 2024-01-01 263919092 THE GROSSMAN FAMILY FOUNDATION GROS 2033402020 133 RIVER ROAD COS COB CT 06807 STEVEN GROSSMAN TRUSTEE 2033402020 2025-11-13 1 1 SHAIKH SHAKEEL HUSSAIN P01352370 9149492990 2025-11-11 2024 2025-03-06 01:10:19Z X 192672337 X X 3836956 3836956 4262017 57845828 4262017 112845 109249 8211818 8208222 20000 0 20000 239971 0 239971 19500 0 19500 13780 0 13780 22933 0 22933 371742 351550 20192 40742 5742 0 14215 6754 7461 742883 364046 343837 7533326 7533326 8276209 364046 7877163 -64391 7844176 1440300 1589943 1589943 5652632 9877201 9993074 38069795 36535827 52210923 10934187 15906908 16680476 83862340 78621647 112197921 139959254 142531526 192672337 0 0 X 0 0 0 0 139959254 142531526 139959254 142531526 139959254 142531526 139959254 -64391 2636663 142531526 0 142531526 PUBLICLY TRADED SECURITIES 57845828 52313816 5532012 5532012 K-1 CAPITAL LOSSES 1269995 -1269995 -1269995 4262017 109034 0 109034 0 109034 71875 0 85000 0 156875 X 1289 46552 46552 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 0.12 0 0 0 CAROLE GREENBERG 133 RIVER ROAD COS COB CT 06807 TRUSTEE 0.12 5000 0 0 PAUL NAPOLI 133 RIVER ROAD COS COB CT 06807 TRUSTEE 0.12 5000 0 0 JUDITH C MEYERS 133 RIVER ROAD COS COB CT 06807 TRUSTEE 0.12 5000 0 0 NAMI LEWIS 133 RIVER ROAD COS COB CT 06807 TRUSTEE 0.12 5000 0 0 TRISH TWEEDLEY 133 RIVER ROAD COS COB CT 06807 EXECUTIVE DIRECTOR 32.00 228300 0 0 0 UBS FINANCIAL SERVICES INC 500 CAMPUS DRIVE FLORHAM PARK NJ 07932 INVESTMENT MANAGEMENT 219110 FIDUCIARY TRUST INTERNATIONAL 280 PARK AVE NEW YORK NY 10017 INVESTMENT MANAGEMENT 132440 0 0 171302296 10390718 4475111 186168125 0 0 186168125 2792522 183375603 9168780 9168780 109034 109034 9059746 0 9059746 0 9059746 7877163 0 7877163 9059746 7702108 0 0 7877163 7702108 0 0 175055 0 0 0 0 0 0 0 0 8884691 0 0 0 STEVEN GROSSMAN X NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 PC GENERAL SUPPORT 7533326 7533326 0 14 3836956 18 4262017 K-1 OTHER INCOME 901101 3596 14 109249 3596 8208222 0 8211818 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 22933 0 22933 CORPORATE BONDS 15906908 16680476 COMMON STOCKS 36535827 52210923 9877201 9993074 0 0 PRIVATE EQUITY AND HEDGE FUNDS AT COST 4571494 4475111 EXCHANGE TRADED FUNDS AT COST 13358181 26100896 MUTUAL FUNDS AT COST 57079581 76752540 REIT AT COST 3612391 4869374 GENERAL GOVERNANCE AND COUNSEL 13780 0 13780 BANK CHARGES 30 0 30 INSURANCE 4653 0 4653 K-1 EXPENSES 7758 6754 1004 PAYROLL FEES 1657 0 1657 TRAVEL 117 0 117 K-1 OTHER INCOME 112845 109249 112845 DIFFERENCE BETWEEN FMV AND BOOK VALUE OF NONCASH GRANTS MADE 2636663 INVESTMENT FEES 351550 351550 0 MANAGEMENT FEES 5672 0 5672 FOUNDANT TECHNOLOGIES 14520 0 14520 EXCISE TAX ON NET INVESTMENT INCOME 35000 0 0 K-1 FOREIGN TAX PAID 5742 5742 0