2026-05-29T09:40:27-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990PF 2025-01-01 832756925 THE MILTON AND BARBARA JONES FOUNDATION INC MILT 9549275285 1999 SUNRISE KEY FORT LAUDERDALE FL 33304 MILTON JONES DIRECTOR 9549275285 2026-05-27 1 TYLER JOHNSON P01959117 9547710896 2026-05-27 2025 2025-03-06 01:10:19Z X 4058104 X 350000 116201 116201 22565 570467 22565 488766 138766 0 0 0 0 0 2067 1034 0 1033 16531 16531 0 0 1059 0 0 0 56 0 0 56 19713 17565 0 1089 70750 70750 90463 17565 0 71839 398303 121201 0 403214 365284 365284 224599 847 847 1286181 1766589 2485969 1009937 1102352 1118842 0 87162 87162 2923931 3322234 4058104 0 0 X 2923931 3322234 2923931 3322234 2923931 3322234 2923931 398303 0 3322234 0 3322234 PUBLICLY TRADED SECURITIES 570467 547902 22565 22565 22565 1685 0 1685 0 1685 1200 0 0 0 1200 18 503 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A BARBARA JONES 9549275285 1999 SUNRISE KEY BLVD FORT LAUDERDALE FL 33304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MILTON JONES 1999 SUNRISE KEY BLVD FORT LAUDERDALE FL 33304 DIRECTOR 1.00 0 0 0 BARBARA JONES 1999 SUNRISE KEY BLVD FORT LAUDERDALE FL 33304 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3467756 91022 0 3558778 0 0 3558778 53382 3505396 175270 175270 1685 1685 173585 0 173585 0 173585 71839 0 71839 173585 56206 0 0 71839 56206 0 0 15633 0 0 0 0 0 0 0 0 157952 0 0 0 MILTON JONES BARBARA JONES X ARCHBIHOPS CHARITIES AND DEVELOPMENT (ABCD) 9401 BISCAYNE BLVD MIAMI SHORES FL 33138 N/A PC TO SPREAD GOOD NEWS OF FAITH TO PEOPLE NO MATTER WHERE THEY LIVE OR WHO THEY ARE. 2000 BROWARD PERFORMING ARTS FOUNDATION 201 SW 5TH AVENUE FORT LAUDERDALE FL 33312 N/A PC TO RECEIVE AND MAINTAIN FUNDS TO SUPPORT THE PROGRAMS OF THE BROWARD CENTER AND SUPPORT ARTS EDUCATION . 750 DELTA EDUCATION AND LIFE DEVELOPMENT FOUNDATION INC PO BOX 917 FORT LAUDERDALE FL 33302 N/A PC TO SECURE AND DISTRIBUTE FUNDS THAT PROMOTE & SUPPORT PUBLIC SERVICE PROGRAMS INITIATED BY THE BROWARD CHAPER OF DELTA SIGMA THETA, INC AND IMPROVE QUALITY OF LIFE OF OUR DIVERSE COMMUNITY THROUGH EDUCATION, CULTURAL ENRICHMENT AND SOCIAL WELL BEING. 10000 NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FORT LAUDERDALE FL 33314 N/A PC TO DELIVER INNOVATIVE PROGRAMS IN A DYNAMIC, LIFELONG LEARNING AND RESEARCH ENVIRONMENT FOSTERING INTEGRITY, ACADEMIC EXCELLENCE, LEADERSHIP AND COMMUNITY SERVICE THROUGH ENGAGED STUDENTS, FACULTY AND STAFF. 50000 ROYAL DAMES OF CANCER RESEARCH INC 3296 N FEDERAL HIGHWAY 11525 FORT LAUDERDALE FL 33339 N/A PC TO FUND AND SUPPORT CANCER RESEARCH AND GROUND-BREAKING WORK AT THE RUMBAUGH GOODWIN INSTITUTE. 5000 THE SHERIFF'S FOUNDATION OF BROWARD COUNTY 101 N PINE ISLAND RD 201 PLANTATION FL 33324 N/A PC TO FUND AND SUPPORT CRIME PREVENTION/CIVIC EDUCATION PROGRAMS OF THE BROWARD SHERIFF'S OFFICE AND OTHER LOCAL NONPROFIT ORGANIZATIONS. 3000 70750 0 14 116201 18 22565 0 138766 0 138766 0 0 0 0 0 0 0 0 0 0 X X 1 MILTON AND BARBARA JONES 1999 SUNRISE KEY BLVD FORT LAUDERDALE FL 33304 350000 X RETURN PREPARATION AND TAX COMPLIANCE 2067 1034 0 1033 CORPORATE BONDS 900767 919316 FIXED INCOME MUTUAL FUNDS 201585 199526 COMMON STOCKS 675827 839166 MUTUAL FUNDS - EQUITY 1090762 1646803 SHORT TERM INVESTMENT FUNDS AT COST 87162 87162 BANK FEES 56 0 0 56 INVESTMENT FEES 16531 16531 0 0 FEDERAL EXCISE TAX 1059 0 0 0