2025-03-05T15:28:47-06:00 2024-08-31 872525370 CITRIN COOPERMAN ADVISORS LLC 50 ROCKEFELLER PLAZA NEW YORK NY 10020 990PF 2023-09-11 936944701 MOROWITZ FOUNDATION MORO 2124898130 430 WEST 54TH STREET NEW YORK NY 10019 LILIANA FEINBERG TRUSTEE 2124898130 2025-02-26 1 1 VERONIQUE HORNE P01379428 2126971000 2025-02-26 2023 2025-03-06 01:10:19Z X X X 12062589 X 10216167 2625 2625 229613 229613 219855 1412105 219855 10668260 452093 0 0 0 4233 0 4233 6129 0 6129 245 245 0 250 250 0 10857 495 10362 0 0 10857 495 10362 10657403 451598 44703 44703 0 7807292 9201652 0 2805408 2816234 0 10657403 12062589 0 0 X 0 0 0 0 0 10657403 0 10657403 0 10657403 0 10657403 0 10657403 0 10657403 PUBLICLY TRADED SECURITIES 1412105 1192250 219855 219855 219855 6277 0 6277 0 6277 0 0 25000 0 25000 375 18348 18348 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A LILIANA FEINBERG 2128320400 430 W 54TH STREET NEW YORK NY 10019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEON GOLDEN 430 W 54TH ST NEW YORK NY 10019 TRUSTEE 1.00 0 0 0 STEVEN MOROWITZ 430 W 54TH ST NEW YORK NY 10019 TRUSTEE 1.00 0 0 0 EVAN MOROWITZ 430 W 54TH ST NEW YORK NY 10019 TRUSTEE 1.00 0 0 0 LILIANA FEINBERG 430 W 54TH ST NEW YORK NY 10019 TRUSTEE 1.00 0 0 0 OLIANNA ZELLES 430 W 54TH ST NEW YORK NY 10019 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 10373142 694777 0 11067919 0 0 11067919 166019 10901900 530203 530203 6277 6277 523926 0 523926 0 523926 10362 0 10362 523926 0 0 0 10362 0 0 0 10362 0 0 0 0 0 0 0 0 513564 0 0 0 X 0 0 14 2625 14 229613 18 219855 0 452093 0 452093 0 0 0 0 0 0 0 0 0 0 X X 1 ARTHUR MOROWITZ 8 ROBBINS LANE SHORT HILLS NJ 07078 10216167 X X 1 PUBLICLY TRADED SECURITIES 8999542 2023-09-11 TAX PLANNING & COMPLIANCE 6129 0 6129 ALPHABET INC CL C 274700 330220 ALPHABET INC CL C 274700 330220 AMAZON.COM INC 345025 446250 AMAZON.COM INC 345025 446250 APPLE INC 751480 916000 APPLE INC 751480 916000 AT&T INC 147900 199000 AT&T INC 147900 199000 AURORA INNOVATION INC CL A 15850 23350 AURORA INNOVATION INC CL A 15850 23350 BRISTOL MYERS SQUIBB CO 154125 124875 BRISTOL MYERS SQUIBB CO 154125 124875 CONAGRA BRANDS, INC. 74626 77906 CONAGRA BRANDS, INC. 74626 77938 DIDI GLOBAL INC 5145 5685 DIDI GLOBAL INC 5145 5685 EXXON MOBIL CORP 277975 294850 EXXON MOBIL CORP 277975 294850 HUNTINGTON BANCSHARES 83175 112275 HUNTINGTON BANCSHARES 83175 112275 MARATHON DIGITAL HLDGS INC 25140 33400 MARATHON DIGITAL HLDGS INC 25140 33400 MERCK & CO INC COM 136225 148063 MERCK & CO INC COM 136225 148063 MICROSOFT CORP 655520 834280 MICROSOFT CORP 655520 834280 NEWELL BRANDS INC 26450 17725 NEWELL BRANDS INC 26450 17725 NOKIA CORP SPONS ADR FINLAND ADR 9975 11150 NOKIA CORP SPONS ADR FINLAND ADR 9975 11150 NVIDIA CORP 49355 119370 NVIDIA CORP 49355 119370 NYSE PARAMOUNT GLOBAL CL B 113175 78525 ORACLE CORP 120390 141290 ORACLE CORP 120390 141290 ORGANON & CO 2744 2794 ORGANON & CO 2744 2794 PALANTIR TECHNOLOGIES INC CL A 37450 78700 PALANTIR TECHNOLOGIES INC CL A 37450 78700 PARAMOUNT GLOBAL CL B 113175 78525 RIVIAN AUTOMOTIVE INC CL A 22730 14130 RIVIAN AUTOMOTIVE INC CL A 22730 14130 RYMAN HOSPITALITY PPTYS INC COM 106288 129950 RYMAN HOSPITALITY PPTYS INC COM 106288 129950 TESLA INC 193560 160583 TESLA INC 193560 160583 VALLEY NATL BANCORP 91800 86800 VALLEY NATL BANCORP 91800 86800 VERIZON COMMUNICATIONS INC 174900 208900 VERIZON COMMUNICATIONS INC 174900 208900 WARNER BROS DISCOVERY INC 7943 4743 WARNER BROS DISCOVERY INC 7943 4735 1WS CREDIT INCOME FUND AT COST 904812 905666 1WS CREDIT INCOME FUND AT COST 500000 503964 LORD ABBETT CREDIT OPPORTUNITIES FUND CLASS A AT COST 500005 503933 LORD ABBETT CREDIT OPPORTUNITIES FUND CLASS A AT COST 900591 902671 GENERAL GOVERNANCE AND COUNSEL 4233 0 4233 OTHER INVESTMENT EXPENSES 250 250 0 ARTHUR MOROWITZ 8 ROBBINS LANE SHORT HILLS NJ 07078 FOREIGN TAX PAID 245 245 0