2026-09-05T09:42:19-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 50 ROCKEFELLER PLAZA NEW YORK NY 10020 990PF 2025-01-01 383211299 THE LUDY FAMILY FOUNDATION LUDY 4152729116 PO BOX 7005 BLOOMFIELD HILLS MI 48302 ERNEST LUDY PRESIDENT 4152729116 2026-08-31 1 CRAIG CAFARO P00960414 2126971000 2026-08-31 2025 X 1339326 X X 39931 39931 21304 318747 21304 61235 61235 0 0 0 11000 0 11000 5306 5306 0 7022 0 7022 103 0 103 23431 5306 18125 69500 69500 92931 5306 87625 -31696 55929 5924 14298 14298 94882 99467 99467 498148 519505 915157 256906 195264 200497 98683 94313 109907 954543 922847 1339326 0 0 X 0 0 0 0 954543 922847 954543 922847 954543 922847 954543 -31696 0 922847 0 922847 PUBLICLY TRADED SECURITIES P 308193 297443 10750 10750 CAPITAL GAIN DIVIDENDS P 10554 10554 10554 21304 777 0 777 0 777 639 0 500 0 1139 2 360 360 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A ERNEST G LUDY 4152729116 PO BOX 7005 BLOOMFIELD HILLS MI 48302 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERNEST G LUDY PO BOX 7005 BLOOMFIELD HILLS MI 48302 PRESIDENT/SECRETARY/TREASURER` 5.00 0 0 0 JASON LUDY PO BOX 7005 BLOOMFIELD HILLS MI 48302 DIRECTOR 1.00 0 0 0 BENJAMIN LUDY PO BOX 7005 BLOOMFIELD HILLS MI 48302 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1191669 107239 0 1298908 0 0 1298908 19484 1279424 63971 63971 777 777 63194 0 63194 0 63194 87625 0 87625 63194 0 0 46680 22755 27410 66347 52045 215237 87625 0 0 0 63194 24431 0 0 239668 0 0 0 0 0 0 46680 192988 22755 27410 66347 52045 24431 ERNEST G LUDY X BLOOMFIELD HILLS COUNTRY CLUB CADDIE SCHOLARSHIP FUND 350 WEST LONG LAKE ROAD BLOOMFIELD HILLS MI 48304 N/A PC GENERAL SUPPORT 1000 EASTER SEALS SOUTHERN CALIFORNIA 1063 MCGAW AVENUE SUITE 100 IRVINE CA 92614 N/A PC GENERAL SUPPORT 10000 HENRY FORD HEALTH 2799 WEST GRAND BOULEVARD DETROIT MI 48202 N/A PC GENERAL SUPPORT 45000 JESSIE REES FOUNDATION PO BOX 80667 RCHO STA MARG CA 926880667 N/A PC GENERAL SUPPORT 2500 MAITRI GIVES 591 STURGEON DRIVE COSTA MESA CA 926263112 N/A PC GENERAL SUPPORT 1000 THE NOTHING TO LOSE FOUNDATION INC 1014 FOOTHILL DRIVE WINDSOR CA 95492 N/A PC PROVIDE RESOURCES FOR SCHOOLS, INCLUDING COLLEGE TUITION, LAND AND BUILDING SUPPORT, SPORTS CAMPS, MALNUTRITION TREATMENT, AND PUBLIC HEALTH PROGRAM EXPANSION. 10000 69500 0 14 39931 18 21304 0 61235 0 61235 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 11000 0 11000 CORPORATE/GOVERNMENT BOND FUNDS 134126 137157 OTHER BOND FUNDS 61138 63340 INTERNATIONAL DEVELOPED EQUITIES 163130 242980 INTERNATIONAL EMERGING EQUITIES 75018 104040 LARGE CAP EQUITIES 234677 506717 SMALL CAP EQUITIES 46680 61420 COMMODITIES AT COST 14865 26410 REAL ESTATE FUNDS AT COST 79448 83497 STATE FILING FEES 103 0 103 INVESTMENT MANAGEMENT FEES 5306 5306 0