2025-11-13T11:21:12-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990PF 2024-01-01 341877125 ANDERSON FAMILY FOUNDATION ANDE 4403576983 10365 PINECREST DR PAINESVILLE OH 44077 ROBERT ANDERSON PRESIDENT 4403576983 2025-11-11 1 1 DAVID REAPE P00068117 2168311200 2025-11-11 2024 2025-03-06 01:10:19Z X 782935 X 475886 8809 8809 21510 42241 21510 506205 30319 0 0 0 3300 0 3300 1739 1739 0 219 119 100 5258 1858 3400 29485 29485 34743 1858 32885 471462 28461 14764 177 177 303054 350783 782758 317818 350960 782935 9650 800 9650 800 X 308168 350160 308168 350160 317818 350960 308168 471462 0 779630 429470 350160 PUBLICLY TRADED SECURITIES 31013 20731 10282 10282 CAPITAL GAIN DISTRIBUTIONS P 11228 11228 11228 21510 396 0 396 0 396 809 0 0 0 809 0 413 413 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A ROBERT ANDERSON 4403576983 10365 PINECREST DR PAINESVILLE OH 44077 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT L ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 PRESIDENT 1.00 0 0 0 JOANNE L ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 TREASURER 1.00 0 0 0 CYNTHIA L ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 SECRETARY 1.00 0 0 0 DOUGLAS L ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 360032 17794 0 377826 0 0 377826 5667 372159 18608 18608 396 396 18212 0 18212 0 18212 32885 0 32885 18212 0 0 36849 8026 6472 10783 10564 72694 32885 0 0 0 18212 14673 0 0 87367 0 0 0 0 0 0 36849 50518 8026 6472 10783 10564 14673 ROBERT L ANDERSON JOANNE L ANDERSON X GILMOUR ACADEMY 34001 CEDAR ROAD GATES MILLS OH 44040 N/A PC GENERAL SUPPORT 800 ALS ASSOC NORTHERN OHIO CHAPTER 7268 COUNTY RD 15 CENTERBURG OH 43011 N/A PC GENERAL SUPPORT 500 BEMUS POINT VOLUNTEER FIRE DEPT 13 ALBURTUS AVE BEMUS POINT NY 14712 N/A GOV GENERAL SUPPORT 200 BOB MCCARTHY FOUNDATION PO BOX 301 ELLICOTTVILLE NY 14731 N/A PC GENERAL SUPPORT 250 COCHISE COLLEGE FOUNDATION 901 COLOMBO AVE SIERRA VISTA AZ 85635 N/A PC GENERAL SUPPORT 2500 CONOR J CASEY FOUNDATION 50 RIDGE ROAD BUFFALO NY 14218 N/A PC GENERAL SUPPORT 1500 CORNERSTONE CHRISTIAN ACADEMY 2846 SOM CENTER ROAD WILLOUGHBY OH 44094 N/A PC GENERAL SUPPORT 2000 CROSSROADS HEALTH 8445 MUNSON RD MENTOR OH 44060 N/A PC GENERAL SUPPORT 2000 ELLICOTTVILLE ALLEY KATZ 6745 HENCOOP HOLLOW RD ELLICOTTVILLE NY 14731 N/A PC GENERAL SUPPORT 500 ELLICOTTVILLE PLAYGROUND 11 PARKSIDE DR ELLICOTTVILLE NY 14731 N/A PC GENERAL SUPPORT 2500 ELLICOTTVILLE ROTARY CLUB PO BOX 456 ELLICOTTVILLE NY 14731 N/A PC GENERAL SUPPORT 250 FIELDSTONE FARM THERAPUTIC RIDING CENTER 16497 SNYDER ROAD CHAGRIN FALLS OH 44023 N/A PC GENERAL SUPPORT 500 HOSPICE OF THE WESTERN RESERVE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 N/A PC GENERAL SUPPORT 2000 LAKE COUNTY COUNCIL ON AGING 7900 EUCLID CHARDON RD KIRTLAND OH 44094 N/A PC GENERAL SUPPORT 1000 LAKE COUNTY YMCA 933 MENTOR AVE PAINESVILLE OH 44077 N/A PC GENERAL SUPPORT 200 LIFE ACT 29425 CHAGRIN BLVD STE 203 CLEVELAND OH 44122 N/A PC GENERAL SUPPORT 1000 MENTOR FIRE DEPT 6929 HEISLEY RD MENTOR OH 44060 N/A GOV GENERAL SUPPORT 100 REPLAY FOR KIDS 6190 COCHRAN RD SOLON OH 44139 N/A PC GENERAL SUPPORT 500 RIVERSIDE ALUMNI ASSOC 585 RIVERSIDE DR PAINESVILLE OH 44077 N/A PC GENERAL SUPPORT 500 THE SALVATION ARMY PO BOX 8209 NAPLES FL 34101 N/A PC GENERAL SUPPORT 1000 ST FRANCIS HIGH SCHOOL 7206 MYRON AVE CLEVELAND OH 44103 N/A GOV GENERAL SUPPORT 5000 PROJECT HOPE 1101 CONNECTICUT AVE NW SUITE 500 WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 1000 UNITED WAY OF LAKE COUNTY 9285 PROGRESS PKWY MENTOR OH 44060 N/A PC GENERAL SUPPORT 3000 WESTERN RESERVE JUNIOR SERVICE LEAGUE PO BOX 456 PAINESVILLE OH 44077 N/A PC GENERAL SUPPORT 685 29485 0 14 8809 18 21510 0 30319 0 30319 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT AND JOANNE ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 475886 X X 1 1,800 SHARES OF APPLE INCORPORATED STOCK 466236 2024-12-26 RETURN PREPARATION AND TAX COMPLIANCE 3300 0 3300 EQUITIES 95730 479152 MUTUTAL FUNDS 225214 260277 EXCHANGE TRADED FUNDS 29839 43329 BOOK/TAX DIFFERENCE IN BASIS OF CONTRIBUTED PUBLICLY TRADED SECURITIES 429470 PAYABLE TO ROBERT ANDERSON 9650 0 CHECKS IN TRANSIT 0 800 INVESTMENT AND BANK FEES 1739 1739 0 STATE FILING FEE 100 0 100 FOREIGN TAXES 119 119 0