2026-08-21T08:54:25-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 180 PARK AVENUE SUITE 200 FLORHAM PARK NJ 07932 990PF 2025-01-01 136126508 AGING IN AMERICA AGIN 9175392952 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 DR WILLIAM T SMITH PHD PRESIDENT/CEO 9142055030 2026-08-19 1 AMANDA ADAMS P00748038 9732180500 2026-08-18 2025 2025-03-06 01:10:19Z X 40296794 X 456355 739813 739813 700516 10441586 700516 1896684 1440329 402293 0 498300 102712 0 96968 19154 0 19154 109822 0 109822 184481 102977 81504 17430 0 0 32506 0 32506 29075 0 29075 1478 0 1478 16481 0 16481 915432 102977 885288 532695 532695 1448127 102977 1417983 448557 1337352 408961 739052 739052 2477465 583672 583672 641858 0 0 14895 14895 14895 4270884 5066351 5066351 17107629 20375795 20375795 1058554 2193595 2193595 10271959 11323434 11323434 36252205 40296794 40296794 453321 363057 453321 363057 X 25526925 28610303 10271959 11323434 35798884 39933737 36252205 40296794 35798884 448557 3686296 39933737 0 39933737 PUBLICLY TRADED SECURITIES P 10441586 9741070 700516 700516 700516 18589 0 18589 0 18589 11040 0 10000 0 21040 X 33 2418 2418 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MILTON GUTMAN 9179748937 115 E STEVENS AVENUE SUITE LL1 VALHALLA NY 10595 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR WILLIAM T SMITH PHD 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 CEO 18.75 402293 52461 0 KATHARINE M WEISS 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 CHAIR 1.00 0 0 0 DOUGLAS H HOFFMAN 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 VICE CHAIR 1.00 0 0 0 NEAL J BAUMANN 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 TREASURER 1.00 0 0 0 RICHARD H ALTERI PHD 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 SECRETARY 1.00 0 0 0 CARLTON MITCHELL 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 DIRECTOR 1.00 0 0 0 KATHLEEN KENNELLY PRITCHARD 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 DIRECTOR 1.00 0 0 0 DR LYNN M TEPPER 115 E STEVENS AVENUE LL1 VALHALLA NY 10595 DIRECTOR 1.00 0 0 0 NONE 0 WILMINGTON TRUST 1100 NORTH MARKET STREET WILLMINGTON DE 198900001 INVESTMENT MANAGEMENT 86961 CITRIN COOPERMAN 180 PARK AVENUE SUITE 200 FLORHAM PARK NJ 07932 ACCOUNTING 70222 0 0 25819073 1366393 0 27185466 0 0 27185466 407782 26777684 1338884 1338884 18589 18589 1320295 0 1320295 0 1320295 1417983 0 1417983 1320295 121260 0 0 1417983 121260 0 0 1296723 0 0 0 0 0 0 0 0 23572 0 0 0 X ADELPPHI UNIVERSITY 1 SOUTH AVENUE GARDEN CITY NY 11530 N/A PC GERENTOLOGY NURSE EDUCATION PROGRAM 54369 COLLABORATIVE FOR PALLIATIVE CARE 7 ELLIS DRIVE WHITE PLAINS NY 10605 N/A PC POLIATIVE CARE TRAINING PROGRAM 10000 COLUMBIA UNIVERSITY 630 WEST 168TH STREET BOX 20 NEW YORK NY 10032 N/A PC TEPPER INTERDISCIPL FELLOWSHIP ON AGING 250000 COMMUNITY CENTER OF NORTHERN WESTCHESTER 84 BEDFORD ROAD KATONAH NY 10536 N/A PC SENIOR PROGRAM SPONSORSHIP 75000 GLOBAL AGEING NETWORK 2519 CONNECTICUT AVE NW WASHINGTON DC 20008 N/A PC WEBINAR SERIES PROGRAM 5000 HEALTH ADVOCATES FOR OLDER PEOPLE 420 LEXINGTON AVENUE ROOM 300 NEW YORK NY 101700399 N/A PC HOME SAFETY AND FALLS PREVENTION PROGRAM 20000 NGO COMMITEE ON AGING PO BOX 1854 NEW YORK NY 10163 N/A PC UNIDOP 2025 PROGRAM 5000 NY STATE SOCIETY ON AGING 515 BROADWAY STE 402 ALBANY NY 12207 N/A PC SPONSORSHIP - INTNT'L DAY FOR OLDER PERSONS 1000 PACE UNIVERSITY ONE PLACE PLAZA NEW YORK NY 10038 N/A PC SCHOLARSHIPS FOR THE ADULT GERONTOLOGY ACUTE CARE NURSE PRACTITIONER PROGRAM 75000 WESTCHESTER JEWISH COMMUNITY SERVICES 845 NORTH BROADWAY WHITE PLAINS NY 106032427 N/A PC GERIATRIC CARE MANAGEMENT 35326 WESTCHESTER PUBLICPRIVATE PARTNERSHIP 100 CLAREWOOD DRIVE UNIT 3J HASTINGS ON HUDSON NY 10550 N/A PC EVENTS TO REMEMBER SPONSOR 2000 532695 0 14 739813 18 700516 0 1440329 0 1440329 0 0 0 0 0 0 0 0 0 0 X X 1 THE PHELPS TRUST C/O JP MORGAN BANK 270 PARK AVENUE NEW YORK NY 10017 437688 X 2 M&T BANK ONE MT PLAZA BUFFALO NY 14203 5000 X 3 THE SILVER TRUST C/O JP MORGAN BANK 270 PARK AVENUE NEW YORK NY 10017 13667 X AUDIT, TAX RETURN PREPARATION AND COMPLIANCE 109822 0 109822 U.S. CORPORATE BONDS 2193595 2193595 COMMON STOCK - COMMUNICATION SERVICES 550271 550271 COMMON STOCK - CONSUMER DISCRETIONARY 590108 590108 COMMON STOCK - CONSUMER STAPLES 232809 232809 COMMON STOCK - ENERGY 164313 164313 COMMON STOCK - FINANCIALS 867429 867429 COMMON STOCK - HEALTH CARE 551729 551729 COMMON STOCK - INDUSTRIALS 676101 676101 COMMON STOCK - INFORMATION TECHNOLOGY 1795611 1795611 COMMON STOCK - INTERNATIONAL DEVELOPED 491823 491823 COMMON STOCK - MATERIALS 138746 138746 COMMON STOCK - REAL ESTATE 69797 69797 COMMON STOCK - UTILITIES 129586 129586 ETF, INDEX FUNDS 11913548 11913548 MUTUAL FUNDS 2202961 2202961 OTHER EQUITIES 963 963 1601354 1601354 3464997 3464997 CORPORATE AND GENERAL GOVERNANCE 19154 0 19154 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 10271959 11323434 11323434 SUPPLIES AND OTHER 7095 0 7095 FILING FEES 800 0 800 OFFICE EXPENSE 678 0 678 INSURANCE 7908 0 7908 CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1051475 UNREALIZED CHANGE IN INVESTMENT VALUE 2414821 BAD DEBT RECOVERY 220000 WARTBURG WALTEMADE DEVELOPMENT INC NONE 1000000 0 2024-01 2025-07 PAYMENT WILL BE DUE IN FULL AT MATURITY DATE 0.000000000000 NONE PREDEVELOPMENT OF SENIOR AFFORDABLE HOUSING PROJECT CASH 1000000 COMPUTER & WEBSITE SERVICES 18915 0 18915 CONSULTING FEES 62589 0 62589 INVESTMENT MANAGEMENT FEES 102977 102977 0 FEDERAL EXCISE TAX 17430 0 0