2024-05-02T11:11:16-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 123 NORTH WACKER DRIVE SUITE 1400 CHICAGO IL 60606 990PF 2023-01-01 363656304 CDM FOUNDATION INC CDMF 5742328213 PO BOX 1655 SOUTH BEND IN 466341655 DONALD M RIGGS TREASURER 5742328213 2024-05-01 1 DONALD RIGGS XXX-XX-XXXX 1 MARY FULLER P00776287 3127268353 2024-05-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4602339 X 79573 5028 5028 109743 109743 106299 162053 106299 1678 160 302321 221230 0 0 0 222 0 222 6143 0 6143 43000 8600 34400 2722 0 0 371 0 371 52458 8600 41136 290000 290000 342458 8600 331136 -40137 212630 1354 3076 3076 140268 154165 154165 1661707 1605951 4445098 1803329 1763192 4602339 0 0 X 1803329 1763192 0 0 0 0 1803329 1763192 1803329 1763192 1803329 -40137 0 1763192 0 1763192 PUBLICLY TRADED SECURITIES 162053 55754 106299 106299 106299 2956 0 2956 0 2956 3360 0 0 0 3360 0 404 404 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A DONALD M RIGGS 5742328213 112 W JEFFERSON BLVD SUITE 250 SOUTH BEND IN 46601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE D WALLACE 528 BAY STREET VERO BEACH FL 32963 PRESIDENT/DIRECTOR 1.00 0 0 0 DONALD M RIGGS 112 W JEFFERSON BLVD SUITE 250 SOUTH BEND IN 46601 TREASURER 5.00 0 0 0 JAMES G HART 112 W JEFFERSON BLVD SUITE 250 SOUTH BEND IN 46601 DIRECTOR 5.00 0 0 0 WALTER W BELL 135 S LASALLE ST SUITE 2350 CHICAGO IL 60603 SECRETARY/DIRECTOR 1.00 0 0 0 JOHN VN MCCLURE 1630 SHERIDAN ROAD APT 9M WILMETTE IL 60091 VP/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4320161 157479 0 4477640 0 0 4477640 67165 4410475 220524 220524 2956 2956 217568 0 217568 0 217568 331136 0 331136 217568 0 0 98560 84076 103233 65006 120538 471413 331136 0 0 0 217568 113568 0 0 584981 0 0 0 0 0 0 98560 486421 84076 103233 65006 120538 113568 X ALLIANCE FOR THE GREAT LAKES 150 N MICHIGAN AVE CHICAGO IL 60601 N/A PC GENERAL SUPPORT 1000 ALLIANCE OF GENERATIONS 300 NORMAL AVE ASHLAND OR 97520 N/A PC GENERAL SUPPORT 1000 AMERICAN RED CROSS 430 17TH STREET NW WASHINGTON DC 20006 N/A PC GENERAL SUPPORT 1000 ART INSTITUTE OF CHICAGO 111 SOUTH MICHIGAN AVENUE CHICAGO IL 60603 N/A PC GENERAL SUPPORT 500 ASIAN AMERICANS ADVANCING 4716 N BROADWAY CHICAGO IL 60640 N/A PC GENERAL SUPPORT 3000 ATWILL MEMORIAL CHAPEL 932 N BIRCHWOOD DR NORTHPORT MI 49670 N/A PC GENERAL SUPPORT 25250 BALLET VERO BEACH 2135 WINDWARD WAY 209 VERO BEACH FL 32963 N/A PC GENERAL SUPPORT 2000 BISSEL PET FOUNDATION 2345 WALKER AVE NW GRAND RAPIDS MI 49544 N/A PC GENERAL SUPPORT 1000 BLACK SHEEP CROSSING 12540 N KEHL RD NORTHPORT MI 49670 N/A PC GENERAL SUPPORT 3000 CENTER FOR ENRICHED LIVING 280 SAUNDERS RD RIVERWOODS IL 60015 N/A PC GENERAL SUPPORT 3000 CHICAGO BOTANIC GARDEN 1000 LAKE COOK RD GLENCOE IL 60022 N/A PC GENERAL SUPPORT 1000 CHILDREN OF SHELTERS 2269 CHESTNUT ST BOX 439 SAN FRANCISCO CA 94123 N/A PC GENERAL SUPPORT 3500 CHINOOK FUND 1031 33RD ST DENVER CO 80205 N/A PC GENERAL SUPPORT 8500 CITY OF LAKE FOREST 220 E DEERPATH RD LAKE FOREST IL 60045 N/A PC GENERAL SUPPORT 2000 CLEVELAND CLINIC INDIAN RIVER 1000 36TH ST VERO BEACH FL 32960 N/A PC GENERAL SUPPORT 1000 DANA HALL SCHOOL 45 DANA RD WELLESLEY MA 02482 N/A PC GENERAL SUPPORT 3000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 N/A PC GENERAL SUPPORT 1000 DAVIDSON COLLEGE 405 N MAIN ST DAVIDSON NC 28035 N/A PC GENERAL SUPPORT 2000 DES ACTION USA 178 COLUMBUS AVE NEW YORK NY 10023 N/A PC GENERAL SUPPORT 2500 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PC GENERAL SUPPORT 1000 EDGEWOOD SCHOOL 1801 VICENTE ST SAN FRANCISCO CA 94116 N/A PC GENERAL SUPPORT 2000 ELAWA FARM FOUNDATION 1401 MIDDLEFORK DR LAKE FOREST IL 60045 N/A PC GENERAL SUPPORT 500 ELDERHELP OF SAN DIEGO 5095 MURPHY CANYON RD STE 100 SAN DIEGO CA 92123 N/A PC GENERAL SUPPORT 5000 ETHEL WALKER SCHOOL 230 BUSHY HILL ROAD SIMSBURY CT 06070 N/A PC GENERAL SUPPORT 1000 FRIENDS OF RIVERSIDE 3635 4TH AVENUE MOLINE IL 61265 N/A PC GENERAL SUPPORT 8000 GLEN ARBOR ART ASSOCIATION 6031 S LAKE ST GLEN ARBOR MI 49636 N/A PC GENERAL SUPPORT 1000 GLOBAL FUND FOR WOMEN 800 MARKET STREET 7TH FLOOR SAN FRANCISCO CA 94102 N/A PC GENERAL SUPPORT 3000 GREEN MINDS LAKE FOREST 1160 S MICHIGAN AVE CHICAGO IL 60605 N/A PC GENERAL SUPPORT 500 HADLEY SCHOOL FOR THE BLIND 700 ELM ST WINNETKA IL 60093 N/A PC GENERAL SUPPORT 500 HARBOR SPRINGS HISTORICAL SOCIETY 349 E MAIN ST HARBOR SPRINGS MI 49740 N/A PC GENERAL SUPPORT 4000 HEAVENLY HEARTS FOUNDATION PO BOX 372 FISHERS IN 46038 N/A PC GENERAL SUPPORT 1000 HOPE FOR FAMILIES CENTER 720 4TH ST VERO BEACH FL 32962 N/A PC GENERAL SUPPORT 1500 HOTCHKISS SCHOOL 11 INTERLAKEN ROAD LAKEVILLE CT 06039 N/A PC GENERAL SUPPORT 9000 INSPIRATION CORPORATION 4554 N BROADWAY 207 CHICAGO IL 60640 N/A PC GENERAL SUPPORT 3000 JOHN SHEDD AQUARIUM 1200 S LAKESHORE DR CHICAGO IL 60605 N/A PC GENERAL SUPPORT 10000 KENILWORTH UNION CHURCH 1350 I STEET NW SUITE 700 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 7250 LAKE FOREST OPEN LANDS ASSOCIATION 350 WAUKEGAN RD LAKE FOREST IL 60045 N/A PC GENERAL SUPPORT 8000 LEELANAU COMM CULTURAL CENTER 1115 S MAIN ST PO BOX 883 LELAND MI 49654 N/A PC GENERAL SUPPORT 1000 LEELANAU CONSERVANCY 105 1ST ST LELAND MI 49654 N/A PC GENERAL SUPPORT 13750 LINCOLN PARK ZOO 2001 N CLARK ST CHICAGO IL 60614 N/A PC GENERAL SUPPORT 2000 LITTLE TRAVERSE CONSERVANCY 118 S 5TH ST ST JOSEPH MO 64501 N/A PC GENERAL SUPPORT 6000 ILLINOIS AUDOBON SOCIETY FRIENDS OF NATURE PRESERVES 224 CONCORD DR DEKALB IL 60115 N/A PC GENERAL SUPPORT 4000 LUMINARIES 840 CAMDEN LANE NORTHFIELD IL 60093 N/A PC GENERAL SUPPORT 2000 MCKEE BOTANICAL GARDEN 1000 36TH ST VERO BEACH FL 32960 N/A PC GENERAL SUPPORT 8000 MCLAREN NORTHERN MI HOSPITAL 10 WOODLAND RD ST HELENA CA 94574 N/A PC GENERAL SUPPORT 6000 MEDLEND 4554 N BROADWAY 207 CHICAGO IL 60640 N/A PC GENERAL SUPPORT 14000 MERIT SCHOOL OF MUSIC 38 S PEORIA ST CHICAGO IL 60607 N/A PC GENERAL SUPPORT 500 METROPOLITAN FAMILY SERVICES 2087 FULTON ST BROOKLYN NY 11233 N/A PC GENERAL SUPPORT 3000 MIDWEST PALLIATIVE & HOSPICE CARE 1350 I STEET NW SUITE 700 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 3000 MUNSON HEALTHCARE FOUNDATION 1150 MEDICAL CAMPUS DR 7823 TRAVERSE CITY MI 49684 N/A PC GENERAL SUPPORT 1000 NATIONAL ALLIANCE TO END HOMELESSNESS 1518 K STREET NW 2ND FLOOR WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 3000 NAT'L WOMEN'S LAW CENTER 1350 I STEET NW SUITE 700 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 3000 NATURE CONSERVANCY ILL 11304 N PRAIRIE RD LEWISTON IL 61542 N/A PC GENERAL SUPPORT 1000 NORTH POINT RECREATION PROGRAM 10001 E MELKILD RD NORTH POINT MI 49670 N/A PC GENERAL SUPPORT 1000 NORTHERN ILLINOIS FOOD BANK 1000 36TH ST VERO BEACH FL 32960 N/A PC GENERAL SUPPORT 5000 NORTHPORT ARTS ASSOCIATION 301 MILLS ST NORTHPORT MI 49670 N/A PC GENERAL SUPPORT 500 NORTHSHORE ART LEAGUE 620 LINCOLN AVE WINNETKA IL 60093 N/A PC GENERAL SUPPORT 1000 OLD ART BUILDING 111 S MAIN ST LELAND MI 49654 N/A PC GENERAL SUPPORT 750 PARCA 800 AIRPORT BLVD SUITE 320 BURLINGAME CA 94010 N/A PC GENERAL SUPPORT 2000 PENINSULA FAMILY SERVICE 24 2ND AVE SAN MATEO CA 94401 N/A PC GENERAL SUPPORT 5000 PLANNED PARENTHOOD OF MI 1135 E EIGHTH ST TRAVERSE CITY MI 49686 N/A PC GENERAL SUPPORT 5000 PRESERVATION FOUNDATION 1899 W WINCHESTER ROAD LIBERTVILLE IL 60048 N/A PC GENERAL SUPPORT 3000 RAVENWOOD OUTDOOR LEARNING CENTER TRUMBULL CANYON RD COLUMBIA FALLS MT 59912 N/A PC GENERAL SUPPORT 1500 RESOLVE CENTER FOR DISPUTE 1237 N RIVERSIDE AVE 25 MEDFORD OR 97501 N/A PC GENERAL SUPPORT 1000 RUSH UNIVERSITY MEDICAL CENTER 1620 W HARRISON ST CHICAGO IL 60612 N/A PC GENERAL SUPPORT 1000 SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD STE 200 SAN DIEGO CA 92106 N/A PC GENERAL SUPPORT 2000 SAVING THE BIRDS THRU HABITAT 5020 N PUTNAM RD OMENA MI 49674 N/A PC GENERAL SUPPORT 1000 SCRIPPS HEALTH FOUNDATION PO BOX 2669 LA JOLLA CA 92038 N/A PC GENERAL SUPPORT 3000 SENIOR RESOURCE ASSOCIATION 694 14TH ST VERO BEACH FL 32960 N/A PC GENERAL SUPPORT 1500 SMITH COLLEGE 10 ELM STREET NORTHAMPTON MA 01063 N/A PC GENERAL SUPPORT 2500 SOCIAL JUSTICE 1904 3RD AVE SUITE 806 SEATTLE WA 98101 N/A PC GENERAL SUPPORT 8500 ST GERMAIN CHILDREN'S CHARITY PO BOX 2141 LA JOLLA CA 92038 N/A PC GENERAL SUPPORT 5000 ST JAMES BY-THE SEA 743 PROSPECT ST LA JOLLA CA 92037 N/A PC GENERAL SUPPORT 3000 ST JOHN'S EPISCOPAL CHURCH 278 W 3RD ST HARBOR SPRINGS MI 49740 N/A PC GENERAL SUPPORT 3000 THE CAMPING AND EDUCATION FOUNDATION 3515 MICHIGAN AVE CINCINATTI OH 45208 N/A PC GENERAL SUPPORT 1000 THE DUKE SCHOOL 3716 ERWIN RD DURHAM NC 27705 N/A PC GENERAL SUPPORT 1000 THE LAKE COUNTY COMMUNITY FDTN 1200 UNIVERSITY CENTER DRIVE SUITE 333 GRAYSLAKE IL 60030 N/A PC GENERAL SUPPORT 3000 THE SOURCE 1015 COMMERCE AVE VERO BEACH FL 32960 N/A PC GENERAL SUPPORT 3000 THOUSAND CURRENTS 548 MARKET ST STE 62831 SAN FRANCISCO CA 94104 N/A PC GENERAL SUPPORT 8500 TIP OF THE MITT WATERSHED 426 BAY ST PETOSKEY MI 49770 N/A PC GENERAL SUPPORT 1000 UNITED AGAINST POVERTY 150 W MICHIGAN ST ORLANDO FL 32806 N/A PC GENERAL SUPPORT 3000 UNITED RELIGIONS INITIATIVE 1009 GENERAL KENNEDY AVE 1 SAN FRANCISCO CA 94129 N/A PC GENERAL SUPPORT 2500 UNITED WAY OF ST JOSEPH CITY 118 S 5TH ST ST JOSEPH MO 64501 N/A PC GENERAL SUPPORT 3000 UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 N/A PC GENERAL SUPPORT 1000 UNIVERSITY OF COLORADO 552 UCB BOULDER CO 80309 N/A PC GENERAL SUPPORT 1000 WILLIAMS COLLEGE 880 MAIN ST WILLIAMSTOWN MA 01267 N/A PC GENERAL SUPPORT 1000 WORLD WILDLIFE FUND 1250 24TH STNW WASHINGTON DC 20037 N/A PC GENERAL SUPPORT 1000 YALE ANNUAL FUND - 1944 157 CHURCH STREET NEW HAVEN CT 06510 N/A PC GENERAL SUPPORT 1000 290000 0 14 5028 14 109743 14 160 18 106299 FORM 990-T TAX REFUND 01 1518 0 222748 0 222748 0 0 0 0 0 0 0 0 0 0 X X 1 ANNE C MCLURE CHARITABLE ANNUITY TRUST UA DTD 02261971 PO BOX 1655 SOUTH BEND IN 466341655 79573 X RETURN PREPARATION & TAX COMPLIANCE 6143 0 6143 4,437 SHS AT&T 110286 74453 2,500 SHS ALPHABET, INC. - CL C 101713 352325 3,000 SHS APPLE, INC. 86887 577590 4,000 SHS BP PLC 73997 141600 600 SHS BERKSHIRE HATHWAY CL B 97898 213996 8,000 SHS CAPITAL SOUTHWEST CORP. 100697 189600 1,000 SHS DISNEY (WALT) CO. 101357 90290 1,000 SHS EASTMAN CHEMICAL CO 77758 89820 2,000 SHS EXXON MOBILE CORP. 25575 199960 650 SHS HOME DEPOT, INC. 102444 225258 1,285 SHS ILLINOIS TOOL WORKS, INC. 10621 336593 1,000 SHS JP MORGAN CHASE & CO. 86195 170100 500 SHS JOHNSON & JOHNSON 67622 78370 840 SHS MICROSOFT CORP. 61160 315874 1,500 SHS ORACLE CORP. 72820 158145 1,200 SHS PHILIP MORRIS INT'L, INC. 97163 112896 2,500 SHS PEPSICO, INC. 68890 424600 6,700 SHS PFIZER, INC. 43799 192893 1,500 SHS PROCTER & GAMBLE CO 120793 219810 1,100 SHS UNION PACIFIC CORP. 95409 270182 992 SHS VIATRIS, INC. (SPINOFF) 2867 10743 GENERAL GOVERNANCE AND COUNSEL 222 0 222 OFFICE SUPPLIES 356 0 356 STATE FILING FEES 15 0 15 INTEREST ON TAX REFUND 160 160 160 FORM 990-T TAX REFUND 1518 1518 MANAGEMENT FEES 43000 8600 34400 FEDERAL EXCISE TAX 2722 0 0