2026-05-06T16:10:11-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 455 N CITYFRONT PLAZA DR - SUITE 1600 CHICAGO IL 60611 990PF 2025-01-01 363730772 PETER AND CAROL GOLDMAN FAMILY FOUNDATION PETE 8474335110 219 CARY AVENUE HIGHLAND PARK IL 60035 PETER D GOLDMAN PRESIDENT 8474335110 2026-05-01 1 ILISSA SYLVAN P02374606 3126707444 2026-05-01 2025 2025-03-06 01:10:19Z X X 13260009 X 1979727 7182 7182 200634 200634 1710945 3813329 1710945 3898488 1918761 0 0 0 59901 59901 0 41704 0 0 15 0 15 101620 59901 15 489702 489702 591322 59901 489717 3307166 1858860 31398 47977 47977 29185 272111 272111 1903930 3809539 3824841 2847791 2391925 9115080 4812304 6521552 13260009 0 0 X 0 0 0 0 4812304 6521552 4812304 6521552 4812304 6521552 4812304 3307166 1000 8120470 1598918 6521552 PUBLICLY TRADED SECURITIES 3813329 2102384 1710945 1710945 1710945 25838 0 25838 0 25838 23200 0 0 0 23200 X 74 2712 0 0 0 0 0 0 0 1 0 0 1 1 IL 1 0 0 0 1 1 N/A PETER GOLDMAN 8474335110 219 CARY AVENUE HIGHLAND PARK IL 60035 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER D GOLDMAN 219 CARY AVENUE HIGHLAND PARK IL 60035 PRESIDENT 2.00 0 0 0 CAROL GOLDMAN 219 CARY AVENUE HIGHLAND PARK IL 60035 SECRETARY 1.00 0 0 0 JEFFREY H GOLDMAN 219 CARY AVENUE HIGHLAND PARK IL 60035 DIRECTOR 1.00 0 0 0 KAREN L GOLDMAN 219 CARY AVENUE HIGHLAND PARK IL 60035 DIRECTOR 1.00 0 0 0 NONE 0 CORIENT 10 SOUTH WACKER DR STE 3100 CHICAGO IL 60606 INVESTMENT MANAGEMENT 59902 0 0 10533079 612215 0 11145294 0 0 11145294 167179 10978115 548906 548906 25838 25838 523068 1000 524068 0 524068 489717 0 489717 524068 479152 0 0 489717 479152 0 0 10565 0 0 0 0 0 0 0 0 513503 0 0 0 PETER D GOLDMAN CAROL GOLDMAN X ACCESS LIVING 115 WEST CHICAGO AVENUE CHICAGO IL 60654 PC GENERAL SUPPORT 5000 ADL MIDWEST 120 S LASALLE ST CHICAGO IL 60603 PC GENERAL SUPPORT 10000 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC 225 N MICHIGAN AVE STE 1700 CHICAGO IL 60601 PC GENERAL SUPPORT 6200 AMERCIAN HEARING FOUNDATION 4055 W PETERSON AVE STE 105 CHICAGO IL 60646 PC GENERAL SUPPORT 100 AMERICAN BRAIN TUMOR ASSOCIATION 8550 W BRYN MAWR AVENUE SUITE 550 CHICAGO IL 60631 PC GENERAL SUPPORT 100 AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA GA 30303 PC GENERAL SUPPORT 1000 ART CENTER HIGHLAND PARK 1957 SHERIDAN ROAD HIGHLAND PARK IL 60035 PC GENERAL SUPPORT 250 BHAI AMCONA CONGREGATION 1321 S AUSTIN BLVD CICERO IL 60804 PC GENERAL SUPPORT 250 BRADY CENTER TO PREVENT GUN VIOLENCE 840 FIRST STREET NE SUITE 400 WASHINGTON DC 20002 PC GENERAL SUPPORT 5000 CAMP FOR ALL KIDS PO BOX 50194 ST LOUIS MO 63105 PC GENERAL SUPPORT 500 CAMP THUNDERBIRD CHARITABLE FOUNDATION PO BOX 21246 MINNEAPOLIS MN 55421 PC GENERAL SUPPORT 1000 CANCER WELLNESS CENTER 215 REVERE DR NORTHBROOK IL 60062 PC GENERAL SUPPORT 2000 CHICAGO AREA SERVICE OFFICE 180 N WABASH AVE SUITE 305 CHICAGO IL 60601 PC GENERAL SUPPORT 500 CHICAGO BOTANIC GARDENS 1000 LAKE COOK RD GLENCOE IL 60022 PC GENERAL SUPPORT 388 CHICAGO MARITIME MUSEUM 1200 WEST 35TH STREET CHICAGO IL 60609 PC GENERAL SUPPORT 1000 CHICAGO PUBLIC MEDIA 848 E GRAND AVE CHICAGO IL 60611 PC GENERAL SUPPORT 2500 CHICAGO YACHT CLUB FOUNDATION 400 E MONROE ST CHICAGO IL 60603 PC GENERAL SUPPORT 500 COLLEGE BOUND OPPORTUNITIES 2033 N MILWAUKEE AVE STE 246 RIVERWOODS IL 60015 PC GENERAL SUPPORT 5000 CROHN'S AND COLITIS FOUNDATION OF AMERICA 386 PARK AVENUE SOUTH 17TH FLOOR NEW YORK NY 10016 PC GENERAL SUPPORT 10000 DAVID'S DREAM & BELIEVE CANCER FOUNDATION 102 E BAY AVE STE A MANAHAWKIN NJ 08050 PC GENERAL SUPPORT 120 DIGESTIVE HEALTH FOUNDATION 251 E HURON ST STE 3-200 CHICAGO IL 60611 PC GENERAL SUPPORT 1000 DONOR ADVISED CHARITABLE GIVING INC 211 MAIN ST SAN FRANCISCO CA 94105 PC GENERAL SUPPORT 102000 DYSTONIA MEDICAL RESEARCH ONE EAST WACKER DRIVE SUITE 2810 CHICAGO IL 60601 PC GENERAL SUPPORT 500 GENESYS WORKS CHICAGO 180 N WABASH AVE 600 CHICAGO IL 60601 PC GENERAL SUPPORT 3500 GI RESEARCH FOUNDATION 70 E LAKE ST 1015 CHICAGO IL 60601 PC GENERAL SUPPORT 25164 GREAT LAKES ADAPTIVE SAILING ASSN 400 E IL RD LAKE FOREST IL 60045 PC GENERAL SUPPORT 500 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 60632 PC GENERAL SUPPORT 5000 HIGHLAND PARK COMMUNITY FOUNDATION PO BOX 398 HIGHLAND PARK IL 60035 PC GENERAL SUPPORT 1000 HOLOCAUST MUSEUM OF NAPLES 975 IMPERIAL GOLF COURSE BLVD NAPLES FL 34110 PC GENERAL SUPPORT 3500 ILLINOIS HOLOCAUST MUSEUM 93603 WOODS DR SKOKIE IL 60077 PC GENERAL SUPPORT 5000 ILLINOIS NETWORK OF CHARTER SCHOOLS 150 N MICHIGAN AVE STE 430 CHICAGO IL 60601 PC GENERAL SUPPORT 1000 INVEST FOR KIDS 1775 SHERMAND ST 2075 DENVER CO 80264 PC GENERAL SUPPORT 1000 ISRAEL PARASPORT CENTER 1 NORTHFEILD PLAZA SUITE 300 NORTHFIELD IL 60093 PC GENERAL SUPPORT 2500 JCFS CHICAGO 216 W JACKSON CHICAGO IL 60606 PC GENERAL SUPPORT 5000 JEWISH UNITED FUND 30 S WELLS ST ROOM 3134 CHICAGO IL 60606 PC GENERAL SUPPORT 3000 JUDD GOLDMAN ADAPTIVE SAILING FOUNDATION 875 N MICHIGAN AVE SUITE 3718 CHICAGO IL 60611 PC GENERAL SUPPORT 72335 KATHY'S HOUSE (MILWAUKEE REGIONAL MEDICAL CENTER) 600 N 103RD ST WAUWATOSA WI 53226 PC GENERAL SUPPORT 100 LES TURNER ALS FOUNDATION 5550 W TOUHY AVE SKOKIE IL 60077 PC GENERAL SUPPORT 3250 LOU MALNATI'S CANCER RESEARCH 4043 N RAVENSWOOD AVENUE CHICAGO IL 60613 PC GENERAL SUPPORT 500 LURIE CHILDREN'S HOSPITAL 225 EAST CHICAGO AVE CHICAGO IL 60611 PC GENERAL SUPPORT 2500 MAKOM SOLEL 1301 CLAVEY ROAD HIGHLAND PARK IL 60035 PC GENERAL SUPPORT 4750 MARWEN FOUNDATION 833 N ORLEANS ST CHICAGO IL 60610 PC GENERAL SUPPORT 1000 MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH GRAND CENTRAL STATION PO BOX 4777 NEW YORK NY 10163 PC GENERAL SUPPORT 5000 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DRIVE NAPLES FL 34112 PC GENERAL SUPPORT 2000 NORTHERN IL FOOD BANK 440 KELLER DR WAUKEGAN IL 60085 PC GENERAL SUPPORT 3000 NORTHSHORE UNIVERSITY HEALTHSYSTEM 1301 CENTRAL ST EVANSTON IL 60201 PC GENERAL SUPPORT 5000 NORTHWESTERN MEMORIAL FOUNDATION 541 NORTH FAIRBANKS CT CHICAGO IL 60611 PC GENERAL SUPPORT 5000 OPEN ROAD ACADEMY 1223 WILSHIRE BLVD SANTA MONICA CA 90403 PC GENERAL SUPPORT 1000 PLANNED PARENTHOOD 18 S MICHIGAN AVENUE 6TH FLOOR CHICAGO IL 60603 PC GENERAL SUPPORT 5000 PRO PUBLICA INC 155 AVENUE OF THE AMERICAS 13TH FL NEW YORK NY 10013 PC GENERAL SUPPORT 2500 RAVINIA FESTIVAL ASSOCIATION 201 SAINT JOHNS AVE HIGHLAND PARK IL 60035 PC GENERAL SUPPORT 5045 ROGER BALDWIN FOUNDATION OF ACLU 150 N MICHIGAN AVE STE 600 CHICAGO IL 60601 PC GENERAL SUPPORT 10000 ROLFE PANCREATIC CANCER FOUNDATION 4255 HONORE ST STE 209 CHICAGO IL 60613 PC GENERAL SUPPORT 1000 SCLERODERMA FOUNDATION 300 ROSEWOOD DRIVE SUITE 105 DANVERS MA 01923 PC GENERAL SUPPORT 7900 SHIRLEY RYAN ABILITY LAB 355 EAST ERIE CHICAGO IL 60611 PC GENERAL SUPPORT 15000 THE CHICAGO LIGHTHOUSE 1850 W ROOSEVELT RD CHICAGO IL 60608 PC GENERAL SUPPORT 1000 THE IMPOSSIBLE DREAM 50 W 47TH ST STE 2113 NEW YORK NY 10036 PC GENERAL SUPPORT 500 THE JOSSELYN CENTER 405 CENTRAL AVENUE NORTHFIELD IL 60093 PC GENERAL SUPPORT 15000 TOTAL LINK TO COMMUNITY COOPERATIVE INC 1200 SHERMER RD STE 109 NORTHBROOK IL 60062 PC GENERAL SUPPORT 250 TULANE UNIVERSITY 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 PC GENERAL SUPPORT 105000 URBAN GATEWAYS 205 W RANDOLP ST 1700 CHICAGO IL 60606 PC GENERAL SUPPORT 3000 WHOLE FOODS FOUNDATION 550 BOWIE ST AUSTIN TX 78703 PC GENERAL SUPPORT 1000 WRITERS THEATRE 325 TUDOR CT GLENCOE IL 60022 PC GENERAL SUPPORT 1000 489702 0 14 7182 14 200634 18 1710945 0 1918761 0 1918761 0 0 0 0 0 0 0 0 0 0 X X 1 PETER CAROL GOLDMAN 219 CARY AVENUE HIGHLAND PARK IL 60035 1972727 X X 2 JEFFREY GOLDMAN 843 NORTHWOODS RD DEERFIELD IL 60015 7000 X 1 PUBLICLY TRADED SECURITIES 1972727 2025-12-15 COMMON STOCK - COMMUNICATION SERVICES 366128 1673080 COMMON STOCK - CONSUMER DISCRETIONARY 158220 719327 COMMON STOCK - CONSUMER STAPLES 55600 352468 COMMON STOCK - ENERGY 68248 120814 COMMON STOCK - FINANCIALS 320453 1611778 COMMON STOCK - HEALTHCARE 383230 955812 COMMON STOCK - INDUSTRIALS 147627 392682 COMMON STOCK - INFORMATION TECHNOLOGY 362873 2119541 COMMON STOCK - MATERIALS 250797 806213 COMMON STOCK - UTILITIES 102741 106170 LARGE CAP US EQUITY FUNDS 46315 82143 SMALL CAP US EQUITY FUNDS 83285 93282 DEVELOPED INTERNATIONAL EQUITY FUNDS 46408 81770 3809539 3824841 0 0 ADJUSTMENT TO REFLECT DONATED STOCK AT TAX BASIS 1598918 STATE CHARITABLE FILING FEES 15 0 15 RETURNED GRANT FUNDS 1000 CUSTODIAL & ADVISORY FEES 59901 59901 0 FEDERAL EXCISE TAXES 41704 0 0