2024-11-13T12:23:42-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 50 ROCKEFELLER PLAZA NEW YORK NY 10020 990PF 2023-01-01 223479749 THE KURTZ FAMILY FOUNDATION INC KURT 2017453200 PO BOX 224 ALPINE NJ 076200224 DAVID KURTZ PRESIDENT 2017453200 2024-11-12 1 0 JOSEPH TALLUTO P01274976 2126971000 2024-11-12 2023 2024-10-15 13:58:12Z X 3285096 X 0 X 91878 91878 -51144 685880 0 40734 91878 0 0 0 16449 8225 8224 32618 32618 0 2839 0 0 266 0 266 52172 40843 8490 291500 291500 343672 40843 299990 -302938 51035 202724 81033 81033 5031 10209 10209 1659767 969513 1235318 1526571 1898400 1958536 3394093 2959155 3285096 132000 0 132000 0 X 0 0 0 0 3262093 2959155 3262093 2959155 3394093 2959155 3262093 -302938 0 2959155 0 2959155 PUBLICLY TRADED SECURITIES 685880 737024 -51144 -51144 -51144 709 0 709 0 709 2000 0 0 0 2000 X 0 1291 1291 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A DAVID KURTZ 2017453200 PO BOX 224 ALPINE NJ 076200224 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 DAVID KURTZ PO BOX 224 ALPINE NJ 076200224 PRESIDENT 0.25 0 0 0 CAROL KURTZ 225 CENTRAL PARK WEST APT 1501 NEW YORK NY 10024 SECRETARY 0.25 0 0 0 JILLIAN TEMKIN 225 CENTRAL PARK WEST NEW YORK NY 10024 TRUSTEE 0.25 0 0 0 DANIEL KURTZ 13 RAMS HEAD LANE YORK ME 03909 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 3191077 103878 0 3294955 0 0 3294955 49424 3245531 162277 162277 709 709 161568 0 161568 0 161568 299990 0 299990 161568 0 0 435348 173347 119219 158339 886253 299990 0 0 0 161568 138422 0 0 1024675 0 0 0 0 0 0 435348 589327 173347 119219 158339 138422 CAROL KURTZ X ALPINE NJ PBA 158 MAIN ST WOODBRIDGE NJ 07095 PC GENERAL SUPPORT 5000 AMERICAN CIVIL LIBERTIES UNION OF NEW JERSEY PO BOX 32159 NEWARK NJ 07102 PC GENERAL SUPPORT 5000 AMERICAN HEART ASSOCIATION INC 122 E 42ND ST 18 NEW YORK NY 10168 PC GENERAL SUPPORT 1000 AMERICAN JEWISH COMMITTEE 165 E 56TH STREET NEW YORK NY 10022 PC GENERAL SUPPORT 10000 AMERICAN LIBRARY ASSOCIATION 225 N MICHIGAN AVE SUITE 1300 CHICAGO IL 60601 PC GENERAL SUPPORT 1000 AMERICAN SCHOOL FOR THE DEAF 139 NORTH MAIN STREET WEST HARTFORD CT 06107 PC GENERAL SUPPORT 10000 AMERICAN UNIVERSITY OF BEIRUT 3 DAG HAMMARSKJOLD PLAZA 8TH FL NEW YORK NY 10017 PC GENERAL SUPPORT 2500 ANTI DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 PC GENERAL SUPPORT 25000 ANTIOCH COLLEGE ONE MORGAN PLACE YELLOW SPRINGS OH 45387 PC GENERAL SUPPORT 1000 APPALACHIAN TRAIL CONSERVANCY 799 WASHINGTON ST HARPERS WV 25425 PC GENERAL SUPPORT 2500 ASPCA 424 E 92ND ST NEW YORK NY 10128 PC GENERAL SUPPORT 2000 BERGEN COUNTY BAR FOUNDATION 15 BERGEN ST HACKENSACK NJ 07601 PC GENERAL SUPPORT 10000 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 PC GENERAL SUPPORT 10000 CAPE ANNE ANIMAL AID 4 PAWS LANE GLOUCESTER MA 01930 PC GENERAL SUPPORT 2000 CENTER FOR HOPE AND SAFETY 12 OVERLOOK AVE STE A ROCHELLE PARK NJ 07662 PC GENERAL SUPPORT 5000 CENTRAL PARK CONSERVANCY 717 5TH AVE NEW YORK NY 10022 PC GENERAL SUPPORT 10000 CLOSTER VOLUNTEER AMBULANCE & RESCUE 72 RUCKMAN RD CLOSTER NJ 07624 PC GENERAL SUPPORT 5000 CONGREGATION RODEPH SHOLOM REFUGEE FUND 7 W 83RD ST NEW YORK NY 10024 PC GENERAL SUPPORT 10000 CORPORATION OF HAVERFORD COLLEGE 370 LANCASTER AVENUE HAVERFORD PA 19041 PC GENERAL SUPPORT 10000 DC BAR FOUNDATION PRO BONO PROGRAM 901 4TH STREETNW WASHINGTON DC 20001 PC GENERAL SUPPORT 10000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 PC GENERAL SUPPORT 10000 ENGINEERS WITH OUT BORDERS 1031 33RD STREET STE 210 DENVER CO 80205 PC GENERAL SUPPORT 2500 FLATROCK BROOK NATURE ASSOCIATION 443 VAN NOSTRAND AVE ENGLEWOOD NJ 07631 PC GENERAL SUPPORT 2000 FOOD BANK NYC 39 BROADWAY NEW YORK NY 10006 PC GENERAL SUPPORT 2000 FRESH AIR FUND 633 3RD AVE NEW YORK NY 10017 PC GENERAL SUPPORT 7000 HABITAT FOR HUMANITY 111 JOHN STREET 23RD FLOOR NEW YORK NY 10038 PC GENERAL SUPPORT 5000 LEAGUE OF WOMEN VOTERS OF NEW JERSEY EDUCATION FUND 204 WEST STATE STREET TRENTON NJ 08608 PC GENERAL SUPPORT 1000 LEGAL SERVICES OF NEW JERSEY PO BOX 1357 EDISON NJ 08817 PC GENERAL SUPPORT 7500 LUTHERAN SOCIAL SERVICES 1105 SCHROCK RD STE 100 COLUMBUS OH 43229 PC GENERAL SUPPORT 15000 NATIONAL CENTER LEARNING DISABILITIES 381 PARK AVE SOUTH STE 1401 NEW YORK NY 10016 PC GENERAL SUPPORT 3000 NATIONAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET11TH FLOOR NEW YORK NY 10011 PC GENERAL SUPPORT 5000 NJ STATE BAR FOUNDATION ONE CONTRUCTION SQUARE NEW BRUNSWICK NJ 08901 PC GENERAL SUPPORT 10000 PLANNED PARENTHOOD (NJ) 196 SPEEDWELL AVE MORRISTOWN NJ 07960 PC GENERAL SUPPORT 25000 PUPSTARZ RESCUE 11 1/2 W 26TH STREET NEW YORK NY 10010 PC GENERAL SUPPORT 5000 RELIANCE FIRE COMPANY (ALPINE FIRE DEPARTMENT) 94 CHURCH ST ALPINE NJ 07620 NC GENERAL SUPPORT 6000 REMOTE AREA MEDICAL 2200 STOCK CREEK BLVD ROCKFORD TN 37853 PC GENERAL SUPPORT 5000 SETON HALL UNIVERSITY SCHOOL OF LAW ONE NEWARK CENTER 1109 RAYMOND BLVD NEWARK NJ 07102 PC GENERAL SUPPORT 2500 THE GREATER YELLOWSTONE COALITION 215 SOUTH WALLACE AVENUE BOZEMAN MT 59715 PC GENERAL SUPPORT 2500 THE UCLA FOUNDATION 10889 WILSHIRE BOULEVARD SUITE 1500 LOS ANGELES CA 900246519 PC GENERAL SUPPORT 10000 TROUT UNLIMITED PO BOX 98166 WASHINGTON DC 20090 PC GENERAL SUPPORT 3500 UNIVERSITY OF CALIFORNIA REGENTS 1111 FRANKIN ST 6TH FL OAKLAND CA 94607 PC GENERAL SUPPORT 5000 VISITING NURSE ASSOCIATION OF ENGLEWOOD NJ 15 ENGLE ST ENGLEWOOD NJ 07631 PC GENERAL SUPPORT 5000 WESLEYAN UNIVERSITY 291 MAIN STREET MIDDLETOWN CT 06457 PC GENERAL SUPPORT 5000 WEST SIDE CAMPAIGN AGAINST HUNGER 263 W 86TH ST NEW YORK NY 10024 PC GENERAL SUPPORT 5000 WOUNDED WARRIORS PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILE FL 32256 PC GENERAL SUPPORT 5000 291500 0 14 91878 18 -51144 0 40734 0 40734 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 16449 8225 8224 BAIRD CORE PLUS BD INST 695560 638081 DIAMOND HILL SHORT DUR S 75000 74846 DODGE & COX INCOME 400481 367695 NEUBERGER BERMAN STRATEG 75010 75153 POLEN GROWTH INSTITUTION 151843 194101 SCHWAB S&P 500 INDEX 375662 449209 VANGUARD TOTAL INTL STOC 124844 159451 INVESCO TAXABLE 159433 160088 ISHARES CORE S&P 500 140220 330998 ISHARES CORE S&P MID CAP 150927 160747 ISHARES CORE S&P SMALL 137204 161401 SCHWAB US DIVIDEND 272572 309088 VANGUARD FTSE DEVELOPED 81928 86651 VANGUARD FTSE EMERGING 27229 26345 STATE FILING FEES 266 0 266 DUE TO BROKERAGE ACCOUNT 132000 0 INVESTMENT FEES 32618 32618 0 ESTATE OF RONALD KURTZ 10209 10209 AS SOON AS POSSIBLE 0.000000000000 NONE INADVERTENT PAYMENT OF INSURANCE PREMIUMS FOR ASSETS HELD BY THE ESTATE CASH 10209 FEDERAL TAX 2839 0 0