2026-07-30T15:01:00-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990PF 2025-01-01 656245657 L COULTER FOUNDATION LAUR 3056686450 65 LEUCADENDRA DRIVE CORAL GABLES FL 33156 LAURA G COULTER-JONES DIRECTOR 3056686450 2026-07-28 1 TYLER JOHNSON P01959117 9547710896 2026-07-28 2025 2025-03-06 01:10:19Z X 6628663 X X 106155 106155 488493 1101530 488493 594648 594648 50000 25000 25000 3825 1912 1913 6280 3140 3140 15642 14952 690 13301 302 0 89048 45306 30743 190300 190300 279348 45306 221043 315300 549342 2 2 76646 78529 78529 3130008 3443423 5409696 1247279 1247279 1140436 4453933 4769233 6628663 0 0 X 0 0 0 0 4453933 4769233 4453933 4769233 4453933 4769233 4453933 315300 0 4769233 0 4769233 PUBLICLY TRADED SECURITIES 790582 613037 177545 177545 CAPITAL GAINS DIVIDENDS P 310948 310948 310948 488493 7636 0 7636 0 7636 4520 0 0 0 4520 0 3116 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 FT LAUDERDALE FL 33308 0 0 0 0 1 0 0 0 0 1 2024 1 0 0 0 0 0 0 0 0 0 0 0 0 LAURA GENE COULTER-JONES 65 LEUCADENDRA DRIVE CORAL GABLES FL 33156 DIRECTOR 10.00 50000 0 0 NONE 0 NONE 0 0 6334285 50801 0 6385086 0 0 6385086 95776 6289310 314466 314466 7636 7636 306830 0 306830 0 306830 221043 0 221043 306830 273269 0 0 221043 221043 0 0 0 0 0 0 0 0 0 0 52226 306830 0 0 0 LAURA GENE COULTER-JONES X ASHE FOOD PANTRY 115 COLVARD STREET JEFFERSON NC 28640 N/A PC GENERAL SUPPORT 25300 CASA VALENTIA 2103 CORAL WAY MIAMI FL 33145 N/A PC GENERAL SUPPORT 10000 COVENANT HOUSE OF FLORIDA 733 BREAKERS AVENUE FORT LAUDERDALE FL 33304 N/A PC GENERAL SUPPORT 25000 MIAMI CHILDREN'S HEALTH SYSTEM 11449 SW 40TH STREET MIAMI FL 33165 N/A PC GENERAL SUPPORT 50000 MIAMI RESCUE MISSION 2020 NW 1ST AVENUE MIAMI FL 33127 N/A PC GENERAL SUPPORT 10000 MUSICIANS OF MERCY 20 ASHE STREET WEST JEFFERSON NC 28694 N/A PC GENERAL SUPPORT 10000 PREBORN PO BOX 78221 INDIANAPOLIS IN 46278 N/A PC GENERAL SUPPORT 20000 SOUTHERN SUN FARMS SANCTUARY PO BOX 11 GLENDALE SPRINGS NC 28629 N/A PC GENERAL SUPPORT 10000 UNITED WAY MIAMI 3520 SW 3RD AVENUE MIAMI FL 33129 N/A PC GENERAL SUPPORT 30000 190300 0 14 106155 18 488493 0 594648 0 594648 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 6280 3140 3140 OW CORE FIXED INCOME FUND 1247279 1140436 LARGE CAP CORE EQUITIES 921925 1651637 LARGE CAP STRATEGIES EQUITIES 1561669 2563155 OW CREDIT INCOME FUND 298458 241086 OW SMALL & MIDCAP STRATEGIES FUND 479222 707021 SMALL & MID CAP CORE EQUITIES 182149 246797 INVESTMENT MANAGEMENT FEES 14263 14263 0 PAYROLL PROCESSING FEES 1379 689 690 FEDERAL EXCISE TAX 12999 0 0 FOREIGN TAXES 302 302 0