2024-12-09T16:13:25-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 355 ALHAMBRA CIRCLE SUITE 900 CORAL GABLES FL 33134 990PF 2023-01-01 836915533 GORDON R MILLER CHARITABLE TR DATED JANUARY 31 2019 GORD 3054440999 355 ALHAMBRA CIRCLE SUITE 900 CORAL GABLES FL 33134 STEWART L APPELROUTH TRUSTEE 3054440999 2024-12-05 1 1 ERICK A ARANEDA P01564957 3054440999 2024-12-05 2023 2024-10-15 13:58:12Z X 2924253 X X 1 1 65406 65406 20250 20250 -38356 72077 932745 72077 56786 56786 214520 214520 0 0 0 13136 13136 0 20216 20216 0 25542 25542 0 111790 111790 0 170684 170684 0 2125000 2125000 2295684 170684 2125000 -2081164 43836 2586208 13343 13343 597612 1477827 1544961 981791 402510 562490 788579 604612 788579 788579 8080 14880 14880 4778303 2697139 2924253 0 0 X 0 0 0 0 4778303 2697139 4778303 2697139 4778303 2697139 4778303 -2081164 0 2697139 0 2697139 PUBLICLY TRADED SECURITIES 932745 860668 72077 72077 72077 609 0 609 0 609 0 0 0 0 0 35 644 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A STEWART APPELROUTH 3054440999 355 ALHAMBRA CIRCLE SUITE 900 CORAL GABLES FL 33134 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEWART L APPELROUTH 355 ALHAMBRA CIRCLE SUITE 900 CORAL GABLES FL 33134 TRUSTEE 3.00 0 0 0 NONE 0 NONE 0 0 1698185 526307 741483 2965975 0 0 2965975 44490 2921485 146074 146074 609 609 145465 0 145465 0 145465 2125000 0 2125000 145465 0 0 2054820 2054820 2125000 0 0 0 145465 1979535 0 0 4034355 0 0 0 0 0 0 0 4034355 2054820 1979535 X WASHINGTON UNIVERSITY 7425 FORSYTH BOULEVARD ST LOUIS MO 63105 PC FUNDING FOR THE DR. GORDON R. MILLER CHAIR AND SCHOLARSHIPS AT THE SCHOOL OF MEDICINE 2000000 CONGREGATION B'NAI ZION 750 UNITED STREET KEY WEST FL 33040 PC HEBREW SCHOOL SCHOLARSHIPS 15000 UNIVERSITY OF MIAMI HILLEL 1100 STANFORD DRIVE CORAL GABLES FL 33146 PC SHABAT DINNERS 10000 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION 11200 SW 8TH STREET MARC 5TH FLOOR MIAMI FL 33199 PC HOLOCAUST & GENOCIDE AWARENESS WEEK 10000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BOULVEVARD MIAMI FL 33137 PC EARLY CHILDHOOD SCHOLARSHIPS 30000 DAVE AND MARY APLER JEWISH COMMUNITY CENTER 11155 SW 112 AVENUE MIAMI FL 33176 PC MATZVAH FACTORY - WEEKLY CHILDHOOD SCHOLARSHIPS 10000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BOULVEVARD MIAMI FL 33137 PC WORLD ORT 15000 CONGREGATION B'NAI ISRAEL 2200 YAMATO ROAD BOCA RATON FL 33431 PC ISRAEL CHILDREN'S SPEAKER SERIES 10000 CONGREGATION BETH DAVID 2625 SW THIRD AVENUE MIAMI FL 33129 PC RELIGIOUS SCHOOL AND TIKVAH PROGRAMMING 15000 CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION 4200 BISCAYNE BOULEVARD MIAMI FL 33137 PC MARCH OF THE LIVING 10000 2125000 0 14 1 14 65406 16 -38356 18 56786 18 72077 0 155914 0 155914 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 13136 13136 0 RAYMOND JAMES 359DR931 - MUTUAL FUNDS 182197 190361 RAYMOND JAMES 359DR931 - ETPS 238300 261800 RAYMOND JAMES 359DR931 - MARKET-LINKED NOTES 200000 197350 RAYMOND JAMES 359DR931 - FIXED INCOME 857330 895450 INVESTMENT IN BLUE ARCH MULTIFAMILY AT COST 79326 79326 RAYMOND JAMES 359DR931 - EQUITIES AT COST 323184 483164 RECEIVABLE FROM K-1 INVESTMENTS 8080 14880 14880 BANK CHARGES 436 436 0 OTHER EXPENSES 78290 78290 0 HOA FEES 30225 30225 0 REPAIRS 1000 1000 0 UTILITIES 887 887 0 INSURANCE 952 952 0 OTHER INCOME 56786 56786 56786 INVESTMENT MANAGEMENT FEES 18760 18760 0 PROFESSIONAL FEES 1456 1456 0 REAL ESTATE TAXES PAID 25542 25542 0