2026-08-05T15:21:12-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990PF 2025-01-01 341877125 ANDERSON FAMILY FOUNDATION ANDE 4403576983 10365 PINECREST DR PAINESVILLE OH 44077 ROBERT ANDERSON PRESIDENT 4403576983 2026-07-22 1 DAVID REAPE P00068117 2168311200 2026-07-22 2025 2025-03-06 01:10:19Z X 1053171 X 268618 12173 12173 259671 569291 259671 540462 271844 0 0 0 3990 0 490 6230 6230 0 103 103 0 200 0 200 10523 6333 690 39465 39465 49988 6333 40155 490474 265511 177 40180 40180 350783 500249 1012991 350960 540429 1053171 3500 800 0 800 3500 X 350160 536929 350160 536929 350960 540429 350160 490474 0 840634 303705 536929 CAPITAL GAIN DISTRIBUTIONS P 3568 3568 3568 PUBLICLY TRADED SECURITIES P 565723 309620 256103 256103 259671 3691 0 3691 0 3691 413 0 5000 0 5413 0 1722 1722 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A ROBERT ANDERSON 4403576983 10365 PINECREST DR PAINESVILLE OH 44077 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT L ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 PRESIDENT 1.00 0 0 0 JOANNE L ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 TREASURER 1.00 0 0 0 CYNTHIA L ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 SECRETARY 1.00 0 0 0 DOUGLAS L ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 733772 55462 0 789234 0 0 789234 11839 777395 38870 38870 3691 3691 35179 0 35179 0 35179 40155 0 40155 35179 0 0 8026 6472 10783 10564 14673 50518 40155 0 0 0 35179 4976 0 0 55494 0 0 0 0 0 0 8026 47468 6472 10783 10564 14673 4976 ROBERT L ANDERSON JOANNE L ANDERSON X BEMUS POINT VOLUNTEER FIRE DEPT 13 ALBURTUS AVE BEMUS POINT NY 14712 N/A GOV GENERAL SUPPORT 200 BOB MCCARTHY FOUNDATION PO BOX 301 ELLICOTTVILLE NY 14731 N/A PC GENERAL SUPPORT 400 CAPITAL REGION COMMUNITY FOUNDATION 330 MARSHALL ST STE 300 LANSING MI 48912 N/A PC GENERAL SUPPORT 500 CHAUTAUQUA LAKE PROPERTY OWNERS ASSOCIATION INC PO BOX 399 BEMUS POINT NY 14712 N/A PC GENERAL SUPPORT 5000 COCHISE COLLEGE FOUNDATION 901 COLOMBO AVE SIERRA VISTA AZ 85635 N/A PC GENERAL SUPPORT 3000 CONOR J CASEY FOUNDATION 50 RIDGE ROAD BUFFALO NY 14218 N/A PC GENERAL SUPPORT 1000 CORNERSTONE CHRISTIAN ACADEMY 2846 SOM CENTER ROAD WILLOUGHBY OH 44094 N/A PC GENERAL SUPPORT 1000 CROSSROADS HEALTH 8445 MUNSON RD MENTOR OH 44060 N/A PC GENERAL SUPPORT 3000 DEEPWOOD FOUNDATION 8121 DEEPWOOD BLVD MENTOR OH 44060 N/A PC GENERAL SUPPORT 500 ELLICOTTVILLE GREAT VALLEY AMBULANCE SERVICE PO BOX 74 ELLICOTTVILLE NY 14731 N/A PC GENERAL SUPPORT 500 ELLICOTTVILLE ALLEY KATZ 6745 HENCOOP HOLLOW RD ELLICOTTVILLE NY 14731 N/A PC GENERAL SUPPORT 600 ELLICOTTVILLE PLAYGROUND 11 PARKSIDE DR ELLICOTTVILLE NY 14731 N/A PC GENERAL SUPPORT 2500 FIELDSTONE FARM THERAPUTIC RIDING CENTER 16497 SNYDER ROAD CHAGRIN FALLS OH 44023 N/A PC GENERAL SUPPORT 1000 GILMOUR ACADEMY 34001 CEDAR ROAD GATES MILLS OH 44040 N/A PC GENERAL SUPPORT 1000 HOSPICE OF THE WESTERN RESERVE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 N/A PC GENERAL SUPPORT 3000 LAKE COUNTY COUNCIL ON AGING 7900 EUCLID CHARDON RD KIRTLAND OH 44094 N/A PC GENERAL SUPPORT 1000 NEIGHBORHOOD HEALTH CLINIC 462 CHARDON ST PAINESVILLE OH 44077 N/A PC GENERAL SUPPORT 1000 PROJECT HOPE FOR THE HOMELESS 1101 CONNECTICUT AVE NW SUITE 500 WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 3000 REPLAY FOR KIDS 6190 COCHRAN RD SOLON OH 44139 N/A PC GENERAL SUPPORT 1000 RIVERSIDE ALUMNI ASSOC 585 RIVERSIDE DR PAINESVILLE OH 44077 N/A PC GENERAL SUPPORT 500 SALVATION ARMY OF PAINESVILLE 69 PEARL ST PAINESVILLE OH 44077 N/A PC GENERAL SUPPORT 2000 SAVE THE MICHAELS OF THE WORLD INC 737 DELAWARE AVE SUITE 101 BUFFALO NY 14209 N/A PC GENERAL SUPPORT 1000 ST FRANCIS HIGH SCHOOL 7206 MYRON AVE CLEVELAND OH 44103 N/A GOV GENERAL SUPPORT 3000 ST PAUL'S LUTHERAN CHURCH 250 BOWHALL RD PAINESVILLE OH 44077 N/A PC GENERAL SUPPORT 500 UNITED WAY OF LAKE COUNTY 9285 PROGRESS PKWY MENTOR OH 44060 N/A PC GENERAL SUPPORT 3000 WESTERN RESERVE JUNIOR SERVICE LEAGUE PO BOX 456 PAINESVILLE OH 44077 N/A PC GENERAL SUPPORT 65 UNIVERSITY OF MOUNT UNION 1972 CLARK AVE ALLIANCE OH 44601 N/A PC GENERAL SUPPORT 200 39465 0 14 12173 18 259671 0 271844 0 271844 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT AND JOANNE ANDERSON 10365 PINECREST DR PAINESVILLE OH 44077 268618 X 1 PUBLICLY TRADED SECURITIES 268618 2025-12-10 RETURN PREPARATION AND TAX COMPLIANCE 3990 0 490 EQUITIES 63911 529857 EXCHANGE TRADED FUNDS 267840 314657 MUTUAL FUNDS 168498 168477 BOOK/TAX DIFFERENCE IN BASIS OF CONTRIBUTED PUBLICLY TRADED SECURITIES 303705 STATE FILING FEES 200 0 200 CHECKS IN TRANSIT 800 0 INVESTMENT AND BANK FEES 6230 6230 0 FOREIGN TAXES 103 103 0