2026-07-21T09:01:25-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990PF 2025-01-01 656245658 JOSEPH R COULTER III FOUNDATION JOSE 3058840857 260 HUNTINGLODGE DRIVE MIAMI SPRINGS FL 33166 JOSEPH R COULTER III DIRECTOR 3054581406 2026-07-20 1 TYLER JOHNSON P01959117 9547710896 2026-07-20 2025 2025-03-06 01:10:19Z X 7445034 X X 123736 123736 447392 1146510 447392 571128 571128 75000 37500 37500 5738 2869 2869 3180 1590 1590 17497 16810 689 10271 399 0 111686 59168 42648 182000 182000 293686 59168 224648 277442 511960 170117 357426 357426 2539879 2630012 4749587 2310748 2310748 2338021 5020744 5298186 7445034 0 0 X 0 0 0 0 5020744 5298186 5020744 5298186 5020744 5298186 5020744 277442 0 5298186 0 5298186 PUBLICLY TRADED SECURITIES 833080 699118 133962 133962 CAPITAL GAINS DIVIDENDS P 313430 313430 313430 447392 7116 0 7116 0 7116 6360 0 0 0 6360 0 756 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A CITRIN COOPERMAN 9547710896 6550 NORTH FEDERAL HIGHWAY 4TH FLOOR FORT LAUDERDALE FL 33308 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH R COULTER III 260 HUNTINGLODGE DRIVE MIAMI SPRINGS FL 33166 TRUSTEE 10.00 75000 0 0 NONE 0 NONE 0 0 7031214 82761 0 7113975 0 0 7113975 106710 7007265 350363 350363 7116 7116 343247 0 343247 0 343247 224648 0 224648 343247 0 0 72797 72797 224648 0 0 0 224648 0 72797 72797 0 0 0 0 0 45802 0 0 0 JOSEPH R COULTER III X GRACE LUTHERAN CHURCH 254 CURTISS PARKWAY MIAMI SPRINGS FL 33166 N/A PC GENERAL SUPPORT 132000 THE BUONICONTI FUND TO CURE PARALYSIS 1095 NW 14TH TERRACE MIAMI FL 33136 N/A PC GENERAL SUPPORT 50000 182000 0 14 123736 18 447392 0 571128 0 571128 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 3180 1590 1590 OW CREDIT INCOME FUND 339472 271238 OW FIXED INCOME FUND 1548156 1431105 OW SMALL AND MIDCAP STRATEGIES FUND 423120 635678 LARGE CAP CORE EQUITIES 1119243 2034471 LARGE CAP STRATEGIES EQUITIES 1224108 2328409 SMALL & MID CAP CORE EQUITIES 286661 386707 INVESTMENT MANAGEMENT FEES 16118 16120 0 PAYROLL PROCESSING FEES 1379 690 689 FEDERAL EXCISE TAX 9872 0 0 FOREIGN TAX 399 399 0