2026-05-26T13:05:47-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990PF 2025-01-01 846528624 ANNETTE L SMITH FOUNDATION ANNE 9547855070 11278 BOCA WOODS LANE BOCA RATON FL 33428 ANNETTE L SMITH PRESIDENT 9547855070 2026-05-26 1 WILLIAM G BENSON P00455500 9547710896 2026-05-26 2025 2025-03-06 01:10:19Z X 953157 X X 23219 23219 261831 531024 261831 285050 285050 0 0 0 7536 7536 0 64 64 0 7600 7600 0 547920 547920 555520 7600 547920 -270470 277450 2190 2512 2512 1199209 208985 950645 42069 0 0 1243468 211497 953157 0 0 X 0 0 0 0 1243468 211497 1243468 211497 1243468 211497 1243468 -270470 0 972998 761501 211497 SHORT TERM COVERED SECURITIES 2186 1964 222 222 LONG TERM COVERED SECURITIES 503269 252473 250796 250796 LONG TERM NONCOVERED SECURITIES 25569 14756 10813 10813 261831 3857 0 3857 0 3857 0 0 0 0 0 33 3890 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THE FOUNDATION 9547855070 11278 BOCA WOODS LANE BOCA RATON FL 33428 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNETTE L SMITH 11278 BOCA WOODS LANE BOCA RATON FL 33428 PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 0 1158067 2246 0 1160313 0 0 1160313 17405 1142908 57145 57145 3857 3857 53288 0 53288 0 53288 547920 0 547920 53288 0 0 39563 33804 73367 547920 0 0 0 53288 494632 0 0 567999 0 0 0 0 0 0 0 567999 39563 33804 494632 X BOCA HELPING HANDS 1500 NW 1ST CT BOCA RATON FL 33432 NC GENERAL SUPPORT 50000 FEROCIOUS FIGHTERS 126 MATTHEWS DRIVE ELIZABETH CITY NC 27909 NC GENERAL SUPPORT 2000 FISTULA FOUNDATION 1922 THE ALAMEDA STE 302 SAN JOSE CA 95126 NC GENERAL SUPPORT 500 HADASSAH 40 WALL STREET NEW YORK NY 10005 NC GENERAL SUPPORT 15030 JAFCO 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 NC GENERAL SUPPORT 190000 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NC GENERAL SUPPORT 53000 KIDS CANCER FOUNDATION 246 ROYAL PALM BEACH BLVD ROYAL PALM BEACH FL 33411 NC GENERAL SUPPORT 120000 OVATIONS FOR THE CURE 800 BOYLSTON STREET BOSTON MA 02199 NC GENERAL SUPPORT 20000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NC GENERAL SUPPORT 8000 PLAY FOR PINK 28 WEST 44TH ST STE 609 NEW YORK NY 10036 NC GENERAL SUPPORT 300 SOUTH FLORIDA PBS 3401 S CONGRESS AVENUE BOYNTON BEACH FL 33426 NC GENERAL SUPPORT 2000 THE EHLERS DANLOS SOCIETY 447 BROADWAY 2ND FLOOR NEW YORK NY 10013 NC GENERAL SUPPORT 45000 THE PAP CORPS 1191 EAST NEWPORT CENTER DRIVE SUITE 107 DEERFIELD BEACH FL 33442 NC GENERAL SUPPORT 2090 THE WOUNDED WARRIORS PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NC GENERAL SUPPORT 5000 COVENANT HOUSE FLORIDA 733 BREAKERS AVENUE FORT LAUDERDALE FL 33304 NC GENERAL SUPPORT 9000 ACLU OF FLORIDA 4343 W FLAGLER ST SUITE 400 MIAMI FL 33134 NC GENERAL SUPPORT 1000 JIMMY FUND CO DANA-FARBER CANCER INSTITUTE PO BOX 849168 BOSTON MA 02284 NC GENERAL SUPPORT 10000 RSDSA PO BOX 502 MILFORD CT 06460 NC GENERAL SUPPORT 10000 AMERICAN HEART ASSOCIATION PO BOX 840692 DALLAS TX 75284 NC GENERAL SUPPORT 5000 547920 0 14 23219 18 261831 0 285050 0 285050 0 0 0 0 0 0 0 0 0 0 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942 (A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2020. CORPORATE STOCKS 208985 950645 UNREALIZED GAIN (LOSS) ON INVESTMENTS 4007 PRIOR PERIOD ADJUSTMENT TO FMV 757494 INVESTMENT ADVISORY FEES 7536 7536 0 FOREIGN TAX 64 64 0