2025-10-28T09:06:22-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 180 PARK AVENUE SUITE 200 FLORHAM PARK NJ 07932 990PF 2024-01-01 136126508 AGING IN AMERICA AGIN 9175392952 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 DR WILLIAM T SMITH PHD PRESIDENT/CEO 9142055030 2025-10-27 1 1 AMANDA ADAMS P00748038 9732180500 2025-10-27 2024 2025-03-06 01:10:19Z X X X 36252205 X 2046190 506364 506364 386042 7436002 386042 2938596 892406 356383 0 287121 53595 0 60734 79074 0 86256 28675 0 28675 90037 0 90037 155817 98506 57311 11035 0 0 42629 0 40613 23994 0 23994 3782 0 3782 316106 0 96106 1161127 98506 774629 286000 286000 1447127 98506 1060629 1491469 793900 80404 408961 408961 873796 2477465 2477465 861858 220000 0 641858 641858 20953 14895 14895 5337163 4270884 4270884 6696550 6622595 6622595 1453240 1058554 1058554 8251363 10485034 10485034 140226 140226 10109 0 0 9312137 10271959 10271959 32035715 36252205 36252205 387715 453321 20360 0 408075 453321 X 22333078 25526925 9294562 10271959 31627640 35798884 32035715 36252205 31627640 1491469 2697917 35817026 18142 35798884 PUBLICLY TRADED SECURITIES 7436002 7049960 386042 386042 386042 11035 0 11035 0 11035 0 0 18000 0 18000 618 6347 6347 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A MILTON GUTMAN 9179748937 115 E STEVENS AVENUE SUITE LL1 VALHALLA NY 10595 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARLTON MITCHELL 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 DIRECTOR 1.00 0 0 0 DOUGLAS H HOFFMAN 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 VICE CHAIR 1.00 0 0 0 DR LYNN M TEPPER 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 DIRECTOR 1.00 0 0 0 DR WILLIAM T SMITH PHD 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 CEO 18.75 356383 58409 0 KATHARINE M WEISS 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 CHAIR 1.00 0 0 0 KATHLEEN KENNELLY PRITCHARD 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 DIRECTOR 1.00 0 0 0 NEAL J BAUMANN 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 TREASURER 1.00 0 0 0 RICHARD H ALTERI PHD 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 SECRETARY 1.00 0 0 0 NONE 0 WILMINGTON TRUST 1100 NORTH MARKET STREET WILMINGTON DE 198900001 INVESTMENT MANAGEMENT FEES 83828 CITRIN COOPERMAN 180 PARK AVENUE SUITE 200 FLORHAM PARK NJ 07932 AUDIT AND TAX FEES 62774 0 0 22309245 1270707 641858 24221810 0 0 24221810 363327 23858483 1192924 1192924 11035 11035 1181889 0 1181889 0 1181889 1060629 0 1060629 1181889 0 0 0 1060629 0 0 0 1060629 0 0 0 0 0 0 0 0 121260 0 0 0 X COMMUNITY CENTER OF NORTHERN WESTCHESTER 84 BEDFORD ROAD KATONAH NY 10536 N/A PC FOOD ASSISTANCE, CASE MANAGEMENT AND HEALTH CARE SERVICES TO BENEFIT SENIORS, AGES 62 AND OLDER. 50000 GLOBAL AGEING NETWORK 2519 CONNECTICUT AVE NW WASHINGTON DC 20008 N/A PC THREE-PART WEBINAR SERIES TO EXPLORE THE ISSUES SURROUNDING HUMAN RIGHTS AND OLDER ADULTS 15000 HEALTH ADVOCATES FOR OLDER PEOPLE 420 LEXINGTON AVENUE ROOM 300 NEW YORK NY 101700399 N/A PC HOME SAFETY AND FALLS PREVENTION PROGRAM 20000 LEADING AGE DC 2519 CONNECTICUT AVE NW WASHINGTON DC 20008 N/A PC SUPPORT FUNDRAISER FOLLOWING THE HURRICANE IN SOUTHERN STATES 1000 MCCLOSKEY WORKS CULINARY SKILLS PROGRAM 115 E STEVENS AVE SUITE LL5 VALHALLA NY 10595 N/A PC COMMUNITY SERVICES 100000 PACE UNIVERSITY ONE PLACE PLAZA NEW YORK NY 10038 N/A PC SCHOLARSHIPS FOR THE ADULT GERONTOLOGY ACUTE CARE NURSE PRACTITIONER PROGRAM 50000 WARTBURG HOME FOUNDATION ONE WARTBURG PLACE MOUNT VERNON NY 10550 N/A PC HARMONY SPONSORSHIP JAZZ 5000 WESTCHESTER JEWISH COMMUNITY SERVICES 845 NORTH BROADWAY WHITE PLAINS NY 106032427 N/A PC GERIATRIC CARE AND MANAGEMENT PROGRAM 35000 WESTCHESTER PUBLICPRIVATE PARTNERSHIP 100 CLAREWOOD DRIVE UNIT 3J HASTINGS ON HUDSON NY 10550 N/A PC GOLD SPONSORSHIP 10000 286000 0 14 506364 18 386042 0 892406 0 892406 0 0 0 0 0 0 0 0 0 0 X X 1 THE PHELPS TRUST AND SILVER TRUST C/O JP MORGAN BANK 270 PARK AVENUE NEW YORK NY 10017 394036 X 2 AIA SUPPORTIVE SERVICES INC 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 1652042 X AUDIT, TAX RETURN PREPARATION AND COMPLIANCE 90037 0 90037 INTERNATIONAL DEVELOPED BONDS 106975 106975 U.S. CORPORATE BONDS 951579 951579 COMMON STOCK - COMMUNICATION SERVICES 570557 570557 COMMON STOCK - CONSUMER DISCRETIONARY 665226 665226 COMMON STOCK - CONSUMER STAPLES 262292 262292 COMMON STOCK - ENERGY 185599 185599 COMMON STOCK - FINANCIALS 973619 973619 COMMON STOCK - HEALTH CARE 659810 659810 COMMON STOCK - INDUSTRIALS 692829 692829 COMMON STOCK - INFORMATION TECHNOLOGY 1847422 1847422 COMMON STOCK - INTERNATIONAL DEVELOPED 488247 488247 COMMON STOCK - MATERIALS 83662 83662 COMMON STOCK - REAL ESTATE 63194 63194 COMMON STOCK - UTILITIES 128762 128762 OTHER EQUITIES 1376 1376 1222154 1222154 3048730 3048730 ETF, INDEX FUNDS FMV 8450288 8450288 MUTUAL FUNDS FMV 2034746 2034746 CORPORATE AND GENERAL GOVERNANCE 28675 0 28675 OPERATING LEASE RIGHT-OF-USE ASSET 17575 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 9294562 10271959 10271959 ADJUSTMENT FOR IMPUTED INTEREST FROM LOAN RECEIVABLE 18142 SUPPLIES AND OTHER 95570 0 95570 BAD DEBT 220000 0 0 OFFICE EXPENSE 536 0 536 CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 977397 RETURNED GRANTS 22004 UNREALIZED CHANGE IN VALUE OF INVESTMENTS 1698516 CURRENT PORTION OF OPERATING LEASE LIABILITY 20360 0 WARTBURG WALTEMADE DEVELOPMENT INC NONE 1000000 861858 2024-01 2025-07 PAYMENT WILL BE DUE IN FULL AT MATURITY DATE 0.000000000000 NONE PREDEVELOPMENT OF SENIOR AFFORDABLE HOUSING PROJECT CASH 1000000 INVESTMENT MANAGEMENT FEES 98506 98506 0 OTHER PROFESSIONAL FEES 57311 0 57311 AIA SUPPORTIVE SERVICES 115 E STEVEN AVENUE VALHALLA NY 10595 EXCISE TAX 11035 0 0