2024-04-29T11:57:55-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990PF 2023-01-01 232903238 KOPPELMAN FAMILY FOUNDATION C/O ROBERT FRIEDMAN - COZEN & O'CONNOR KOPP 2156654180 1650 MARKET STREET 2800 PHILADELPHIA PA 19103 STANLEY KOPPELMAN TRUSTEE 7819561575 2024-04-29 1 STANLEY KOPPELMAN 999009999 1 JOHN FINNERTY P00252261 4014214800 2024-04-29 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 15057674 X 32612 364180 364180 364180 21824 21824 21824 418616 386004 364180 0 0 0 0 3000 1500 0 0 3467 0 0 0 6467 1500 0 0 702500 702500 708967 1500 0 702500 -290351 384504 364180 3048086 41647 41647 5618277 8334365 15016027 8666363 8376012 15057674 0 0 X 9514321 9514321 0 0 -847958 -1138309 8666363 8376012 8666363 8376012 8666363 -290351 0 8376012 0 8376012 CAPITAL GAINS DIVIDENDS P 21824 21824 21824 21824 0 5345 0 5345 0 5345 3600 0 0 0 3600 0 1745 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A STANLEY KOPPELMAN 5617986668 12881 BRYNWOOD PALM BEACH GARDENS FL 33418 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STANLEY KOPPELMAN 12881 BRYNWOOD PALM BEACH FL 33418 TRUSTEE 1.00 0 0 0 ROBERT FRIEDMAN 1650 MARKET STREET - SUITE 2800 PHILADELPHIA PA 19103 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 11202211 2972821 0 14175032 0 0 14175032 212625 13962407 698120 698120 5345 5345 692775 0 692775 0 692775 702500 0 702500 692775 700965 0 0 702500 700965 0 0 1535 0 0 0 0 0 0 0 0 691240 0 0 0 X ADOPT A FAMILY 1712 SECOND NORTH AVENUE LAKE WORTH FL 33460 PC UNRESTRICTED FOR GENERAL PURPOSE 10000 AQUIDNECK LAND TRUST 790 AQUIDNECK AVENUE MIDDLETOWN RI 02842 PC UNRESTRICTED FOR GENERAL PURPOSES 10000 BCC FOUNDATION 777 ELSBREE STREET FALL RIVER MA 02720 PC UNRESTRICTED FOR GENERAL PURPOSES 50000 BCC FOUNDATION 777 ELSBREE STREET FALL RIVER MA 02720 PC CENTER FOR HOLOCAUST & GENOCIDE 30000 BOYS & GIRLS CLUB OF FALL RIVER 803 BEDFORD STREET FALL RIVER MA 02723 PC UNRESTRICTED FOR GENERAL PURPOSES 50000 BRIGHAM & WOMEN'S HOSPITAL DEVELOPMENT OFFICE 263 HUNTINGTON AVE APT 318 BOSTON MA 02115 PC UROLOGY RESEARCH & EDUCATION FUND 100000 BUSCH WILDLIFE SANCTUARY 17855 ROCKY PINES ROAD JUPITER FL 33478 PC UNRESTRICTED FOR GENERAL PURPOSES 5000 CHILD AND FAMILY SERVICES NEWPORT 31 JOHN CLARKE ROAD MIDDLETOWN RI 02842 PC UNRESTRICED FOR GENERAL PURPOSES 10000 CONNECTIONS EDUCATION 1310 OLD CONGRESS AVENUE WEST PALM BEACH FL 33409 PC UNRESTRICED FOR GENERAL PURPOSES 10000 EAST BAY FOOD PANTRY 532 WOOD STREET BRISTOL RI 02809 PC UNRESTRICED FOR GENERAL PURPOSES 50000 FALL RIVER UNTIED JEWISH APPEAL 385 HIGH STREET FALL RIVER MA 02720 PC UNRESTRICED FOR GENERAL PURPOSES 15000 FREE TO CHOOSE NETWORK 2002 FILMORE AVENUE ERIE PA 16506 PC UNRESTRICED FOR GENERAL PURPOSES 25000 HEIFER PROJECT INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 722022863 PC UNRESTRICED FOR GENERAL PURPOSES 25000 JUPITER MEDICAL CENTER FOUNDATION 1210 SOUTH OLD DIXIE HIGHWAY JUPITER FL 33458 PC UNRESTRICED FOR GENERAL PURPOSES 50000 KATIE BROWN EDUCATIONAL PROGRAM 209 BEDFORD STREET SUITE 302 FALL RIVER MA 02720 PC UNRESTRICED FOR GENERAL PURPOSES 5000 LUCY'S HEARTH 913 WEST MAIN ROAD MIDDLETOWN RI 02842 PC UNRESTRICED FOR GENERAL PURPOSES 25000 N OF ONE 3208 SAINT JOHNS DRIVE DALLAS TX 75205 PC UNRESTRICED FOR GENERAL PURPOSES 30000 NARROWS CENTER FOR THE ARTS 16 ANAWAN STREET FALL RIVER MA 02721 PC UNRESTRICED FOR GENERAL PURPOSES 5000 NORMAN BIRD SANCTUARY 583 THIRD BEACH ROAD MIDDLETOWN RI 02842 PC UNRESTRICED FOR GENERAL PURPOSES 5000 PALM BEACH COUNTY FOOD BANK 701 BOATWELL RD LAKE WORTH FL 33461 PC UNRESTRICED FOR GENERAL PURPOSES 20000 POTTER LEAGUE 87 OLIPHANT LANE MIDDLETOWN RI 02842 PC UNRESTRICED FOR GENERAL PURPOSES 10000 ROGER WILLIAMS UNIVERSITY 1 OLD FERRY ROAD BRISTOL RI 02809 PC MEN'S GOLF TEAM 1500 SOUTH COAST YMCA 128 UNION STREET SUITE 304 NEW BEDFORD MA 02740 PC UNRESTRICED FOR GENERAL PURPOSES 50000 SOUTHCOAST HOSPITALS GROUP INC 101 PAGE STREET NEW BEDFORD MA 02740 PC UNRESTRICED FOR GENERAL PURPOSES 30000 THE AUGUST FOUNDATION PO BOX 672369 CHAUAIAK AK 99567 PC UNRESTRICED FOR GENERAL PURPOSES 1000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 PC UNRESTRICED FOR GENERAL PURPOSES 60000 FACING HISTORY & OURSELVES 89 SOUTH STREET SUITE 401 BOSTON MA 02111 PC UNRESTRICED FOR GENERAL PURPOSES 20000 702500 0 14 364180 14 21824 0 386004 0 386004 0 0 0 0 0 0 0 0 0 0 X X 1 STANLEY KOPPELMAN 12881 BRYNWOOD PALM BEACH GARDENS FL 33418 106467 X X 1 235.5379 SHARES OF VANGUARD S&P 500 ETF 100000 2023-12-11 ACCOUNTING FEES 3000 1500 0 0 EXTENDED MKT INDEX ADM AT COST 1157419 2710832 HIGH-YIELD CORP FUND ADM AT COST 610473 592004 PRIMECAP FUND ADMIRAL AT COST 302618 388341 SHORT-TERM INVEST-GR ADM AT COST 579870 564659 500 INDEX FUND ADM AT COST 2517676 7408336 VALUE INDEX FUND ADM AT COST 542509 640666 INTERMEDIATE TERM INVEST GRADE ADMIRAL CL AT COST 2304556 2315205 S&P 500 ETF AT COST 26568 103308 FEDERAL MONEY MARKET AT COST 292676 292676 3467 0 0 0