2024-08-23T11:14:38-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990PF 2023-01-01 846528624 ANNETTE L SMITH FOUNDATION ANNE 9547855070 11278 BOCA WOODS LANE BOCA RATON FL 33428 ANNETTE L SMITH PRESIDENT 9547855070 2024-08-16 1 1 WILLIAM G BENSON P00455500 9547710896 2024-08-16 2023 2024-08-08 14:25:15Z X 1168573 X X 30302 30302 -9130 65786 0 21172 30302 0 0 0 0 0 5731 5731 0 0 198 198 0 0 5929 5929 0 0 110860 110860 116789 5929 0 110860 -95617 24373 0 17658 3067 3067 1110693 1165506 1165506 1128351 1168573 1168573 18000 22875 18000 22875 X 0 0 0 0 1110351 1145698 1110351 1145698 1128351 1168573 1110351 -95617 130964 1145698 0 1145698 BRISTOL MYERS SQUIBB CO P 2016-10-28 2023-10-11 2839 2592 247 247 BRISTOL MYERS SQUIBB CO P 2017-05-17 2023-09-28 7925 7417 508 508 BRISTOL MYERS SQUIBB CO P 2016-10-28 2023-09-28 699 622 77 77 BRISTOL MYERS SQUIBB CO P 2017-12-01 2023-09-28 117 125 -8 -8 BRISTOL MYERS SQUIBB CO P 2021-04-29 2023-08-14 3083 3140 -57 -57 CISCO SYSTEMS INC P 2017-05-17 2023-08-14 216 136 80 80 CISCO SYSTEMS INC P 2017-05-17 2023-10-11 2673 1704 969 969 CROWN CASTLE INC P 2017-12-20 2023-09-28 820 892 -72 -72 CROWN CASTLE INC P 2017-12-26 2023-09-28 365 401 -36 -36 CROWN CASTLE INC P 2019-12-23 2023-09-28 2552 3798 -1246 -1246 CROWN CASTLE INC P 2017-12-01 2023-09-28 1276 1449 -173 -173 CROWN CASTLE INC P 2019-12-23 2023-08-14 2279 2996 -717 -717 CROWN CASTLE INC P 2017-05-17 2023-09-28 2278 2239 39 39 DOW INC P 2017-05-17 2023-09-28 846 1012 -166 -166 DOW INC P 2016-10-28 2023-09-28 829 899 -70 -70 DUKE ENERGY CORP P 2019-12-23 2023-12-13 1919 1806 113 113 ISHARES US ENERGY ETF P 2022-03-28 2023-12-19 4480 4103 377 377 NORFOLK SOUTHERN CORP P 2019-10-18 2023-08-14 428 363 65 65 ORGANON & CO P 2016-11-01 2023-08-14 174 211 -37 -37 ORGANON & CO P 2013-02-13 2023-08-14 448 383 65 65 ORGANON & CO P 2016-10-28 2023-08-14 213 261 -48 -48 RTX CORPORATION P 2021-08-18 2023-10-11 9136 10855 -1719 -1719 TARGET CORPORATION P 2016-10-28 2023-08-14 3903 2047 1856 1856 VERIZON COMMUNICATIONS P 2010-07-08 2023-09-28 3249 2684 565 565 VERIZON COMMUNICATIONS P 2020-02-25 2023-09-28 6498 11413 -4915 -4915 VERIZON COMMUNICATIONS P 2020-02-25 2023-08-14 1668 2853 -1185 -1185 VERIZON COMMUNICATIONS P 2020-05-01 2023-09-28 4873 8515 -3642 -3642 -9130 339 0 339 0 339 0 0 339 0 339 0 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A THE FOUNDATION 9547855070 11278 BOCA WOODS LANE BOCA RATION FL 33428 0 0 0 0 0 0 0 0 1 2020 1 0 0 0 0 0 0 0 0 0 0 0 0 ANNETTE L SMITH 11278 BOCA WOODS LANE BOCA RATON FL 33428 PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 0 1141773 9554 0 1151327 0 0 1151327 17270 1134057 56703 56703 339 339 56364 0 56364 0 56364 110860 0 110860 56364 14933 2020 38514 0 110860 14933 0 0 56364 39563 0 0 39563 38514 0 38514 0 0 0 0 39563 39563 X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE NC CHARITABLE CONTRIBUTION 700 BOCA HELPING HANDS 1500 NW 1ST CT BOCA RATON FL 33432 NONE NC CHARITABLE CONTRIBUTION 10000 FEROCIOUS FIGHTERS 126 MATTHEWS DRIVE ELIZABETH CITY NC 27909 NONE NC CHARITABLE CONTRIBUTION 2000 FISTULA FOUNDATION 1922 THE ALAMEDA STE 302 SAN JOSE CA 95126 NONE NC CHARITABLE CONTRIBUTION 200 JAFCO 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 NONE NC CHARITABLE CONTRIBUTION 61600 JEFFS PLACE 281 PLEASANT STREET FRAMINGHAM MA 01701 NONE NC CHARITABLE CONTRIBUTION 2300 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE NC CHARITABLE CONTRIBUTION 3000 KIDS CANCER FOUNDATION 246 ROYAL PALM BEACH BLVD ROYAL PALM BEACH FL 33411 NONE NC CHARITABLE CONTRIBUTION 20000 PLAY FOR PINK 28 WEST 44TH ST STE 609 NEW YORK NY 10036 NONE NC CHARITABLE CONTRIBUTION 910 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE NC CHARITABLE CONTRIBUTION 1000 THE EHLERS DANLOS SOCIETY 447 BROADWAY 2ND FLOOR NEW YORK NY 10013 NONE NC CHARITABLE CONTRIBUTION 2000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE NC CHARITABLE CONTRIBUTION 1000 THE PAP CORPS 1191 EAST NEWPORT CENTER DRIVE SUITE 107 DEERFIELD BEACH FL 33442 NONE NC CHARITABLE CONTRIBUTION 150 ARTHRITIS FOUNDATION 1355 PEACHTREE STREET NE SUITE 600 ATLANTA GA 30309 NONE NC CHARITABLE CONTRIBUTION 500 THE WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE NC CHARITABLE CONTRIBUTION 700 ISRAEL EXPERIENCE TIDE INC 2667 SPREADING OAKS LANE JACKSONVILLE FL 32223 NONE NC CHARITABLE CONTRIBUTION 4800 110860 0 14 30302 18 -9130 0 21172 0 21172 0 0 0 0 0 0 0 0 0 0 MORGAN STANLEY FINANCIAL - AS NOMINEE FMV 1165506 1165506 UNREALIZED GAIN (LOSS) ON INVESTMENTS 130964 INVESTMENT ADVISORY FEES 5731 5731 0 0 FOREIGN TAXES PAID 198 198 0 0