2024-10-30T15:55:00-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 1800 JFK BLVD 20TH FLOOR PHILADELPHIA PA 19103 990PF 2023-01-01 236934594 DANIEL M TABAS FAMILY FOUNDATION DANI 2154770583 543 MULBERRY LANE - OFFICE ANNEX HAVERFORD PA 19041 NICHOLAS RANDAZZO MANAGER 2154775830 2024-10-27 1 0 MICHAEL KLINE P00148247 2155454800 2024-10-27 2023 2024-10-15 13:58:12Z X 4636889 X 1400000 38390 38390 45503 45503 -41704 192191 0 1442189 83893 0 0 0 1995 0 1995 8920 8920 0 1989 671 0 2012 20 1992 14916 9611 3987 90695 90695 105611 9611 94682 1336578 74282 158315 67944 67944 1787706 1425901 1425901 0 146643 153185 0 271438 275743 0 1326379 1398759 3000000 3000000 3000000 500000 867907 1882457 815357 5813928 8120762 4636889 0 0 X 0 0 0 0 5813928 8120762 5813928 8120762 5813928 8120762 5813928 1336578 970256 8120762 0 8120762 PUBLICLY TRADED SECURITIES 192191 233895 -41704 -41704 -41704 1033 0 1033 0 1033 800 0 0 0 800 12 245 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A NICHOLAS RANDAZZO 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165 WEYFORD TERRACE GARDEN CITY NY 11530 PC GENERAL SUPPORT 2500 TEAM UP PHILLY 111 FORREST AVE NARBERTH PA 19072 PC GENERAL SUPPORT 200 TECH TRIBE 1405 LINCOLN PLACE BROOKLYN NY 11213 PC GENERAL SUPPORT 500 THE BARN AT SPRINGBROOK FARM 360 LOCUST GROVE RD WEST CHESTER PA 19382 PC GENERAL SUPPORT 250 THE BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19120 PC GENERAL SUPPORT 2500 THE BRANCH 2609 MURRAY AVENUE SUITE 201 PITTSBURGH PA 15217 PC GENERAL SUPPORT 1000 THE DO GOODERS 180 CLYWYD RD BALA CYNWYD PA 19004 PC GENERAL SUPPORT 500 THE FRICK ART & HISTORICAL CENTER 7227 REYNOLDS STREET PITTSBURGH PA 15208 PC GENERAL SUPPORT 100 THE FRIENDS OF CYNWYD HERITAGE TRAIL PO BOX 695 BALA CYNWYD PA 19004 PC GENERAL SUPPORT 100 THE GARY & VIVIENNE PLAYER FOUNDATION PO BOX 780 OAKS PA 19456 PC GENERAL SUPPORT 250 THE HAVERFORD SCHOOL 450 LANCASTER AVENUE HAVERFORD PA 19041 PC GENERAL SUPPORT 5000 THE JEWISH SPARK 1007 DELAFIELD ROAD PITTSBURGH PA 15230 PC GENERAL SUPPORT 500 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EVELYN TABAS 543 MULBERRY LANE HAVERFORD PA 19041 1400000 X RETURN PREPARATION FEES 1995 0 1995 EMERGING MARKETS FIXED INCOME 77061 75429 INTERNATIONAL FIXED INCOME 97636 98291 US CORPORATE HIGH YIELD FIXED INCOME 235762 284118 US CORPORATE INVESTMENT GRADE FIXED INCOME 915920 940921 VANGUARD FTSE EMERGING MARKETS ETF 95123 82159 SIEMENS AG 39131 46926 VANGUARD FTSE DEVELOPED MARKETS ETF 48131 47900 ISHARES CORE HIGH DIVIDEND ETF 47631 50995 ISHARES CORE S&P 500 ETF 41422 47763 0 0 146643 153185 FINE ARTS 867907 1882457 815357 INSURANCE 1992 0 1992 INVESTMENT FEES 20 20 0 REVERSAL OF PRIOR YEAR ADJUSTMENT 970256 INVESTMENT MANAGEMENT FEES 8920 8920 0 FEDERAL EXCISE TAX 1318 0 0 FOREIGN TAX 671 671 0