2025-05-05T16:52:35-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990PF 2024-01-01 932557317 CLIFF AND SUSAN RUCKER CHARITABLE FOUNDATION INC CLIF 7783386250 500 CUMMINGS CENTER SUITE 6050 BEVERLY MA 01915 CLIFFORD RUCKER PRESIDENT 7783386250 2025-05-01 1 1 POPI KARDARIS BARRETT P01924325 7813562000 2025-05-01 2024 2025-03-06 01:10:19Z X X 1291791 X 612110 35039 35039 5075 5075 1766 90035 1766 653990 41880 0 0 0 388 194 194 3710 1855 1855 578 0 0 1487 468 1019 6163 2517 3068 160500 160500 166663 2517 163568 487327 39363 814745 70897 70897 571151 571151 0 661162 649743 814745 1303210 1291791 3150 4288 3150 4288 X 0 0 0 0 811595 1298922 811595 1298922 814745 1303210 811595 487327 0 1298922 0 1298922 PUBLICLY TRADED SECURITIES P 90035 88269 1766 1766 1766 547 0 547 0 547 0 0 0 0 0 X 31 578 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THE FOUNDATION 7783386250 500 CUMMINGS CENTER SUITE 6050 BEVERLY MA 01915 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLIFFORD L RUCKER 500 CUMMINGS CENTER SUITE 6050 BEVERLY MA 01915 PRESIDENT, TREASURER, DIRECTOR 2.00 0 0 0 SUSAN RUCKER 500 CUMMINGS CENTER SUITE 6050 BEVERLY MA 01915 SECRETARY, DIRECTOR 2.00 0 0 0 JENNIFER BARYS 500 CUMMINGS CENTER SUITE 6050 BEVERLY MA 01915 DIRECTOR 2.00 0 0 0 MARK BLAISDELL 500 CUMMINGS CENTER SUITE 6050 BEVERLY MA 01915 DIRECTOR 2.00 0 0 0 JESSICA RUCKER 500 CUMMINGS CENTER SUITE 6050 BEVERLY MA 01915 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 117571 721186 0 838757 0 0 838757 12581 826176 41309 41309 547 547 40762 0 40762 0 40762 163568 0 163568 40762 0 0 30284 30284 163568 0 0 0 40762 122806 0 0 153090 0 0 0 0 0 0 0 153090 30284 122806 CLIFFORD L RUCKER X CHABAD OF BEVERLY-SALEM 471 CABOT ST BEVERLY MA 01915 N/A PC GENERAL SUPPORT 3600 CHABAD OF THE NORTH SHORE 44 BURRILL STREET SWAMPSCOTT MA 01907 N/A PC GENERAL SUPPORT 50000 GREATER WORCESTER LAND TRUST 4 ASH STREET WORCESTER MA 01608 N/A PC GENERAL SUPPORT 1000 LAPPIN FOUNDATION 29 CONGRESS STREET SALEM MA 01970 N/A PC GENERAL SUPPORT 18500 REGIONAL ENVIRONMENTAL COUNCIL 9 CASTLE STREET WORCESTER MA 01610 N/A PC GENERAL SUPPORT 25000 ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A PC GENERAL SUPPORT 100 SUMMIT ACADEMY INC 15 JAMESBURY DRIVE WORCESTER MA 01609 N/A PC GENERAL SUPPORT 5000 TEMPLE NER TAMID 936 BROAD STREET BLOOMFIELD NJ 07003 N/A PC GENERAL SUPPORT 7200 THE ALZHEIMERS ASSOCIATION 60 E 42ND ST SUITE 2240 NEW YORK NY 10165 N/A PC GENERAL SUPPORT 100 WORCESTER REGIONAL STRATEGIC OPPORTUNITIES 311 MAIN STREET WORCESTER MA 01608 N/A PC GENERAL SUPPORT 50000 160500 0 14 35039 14 5075 18 1766 0 41880 0 41880 0 0 0 0 0 0 0 0 0 0 X X 1 CLIFFORD RUCKER 900 CUMMINGS CENTER SUITE 226U BEVERLY MA 01915 611510 X TAX RETURN PREPARATION AND COMPLIANCE 3710 1855 1855 ISHARES RUSSELL MID-CAP VALUE ETF 37818 35569 ISHARES TR RUS MD CP GR ETF(IWP) 23180 22181 ISHARES TR EAFE SML CP ETF(SCZ) 11185 10935 ISHARES TR RUS TP200 VL ETF(IWX) 90547 85352 ISHARES TR RUS TP200 GR ETF(IWY) 152371 156455 ISHARES TRUST CORE MSCI EAFE ETF 101597 99095 ISHARES CORE MSCI EMERGING MARKETS 35485 34204 ISHARES RUSSELL MID-CAP VALUE ETF 20908 19653 ISHARES CORE US AGGREGATE BOND ETF 178389 176843 ISHARES TR 10-20 YR TRS ETF (TLH) 9682 9456 GENERAL GOVERNANCE AND COUNSEL 388 194 194 REGISTRATION FEES 987 0 987 BANK FEES 32 0 32 ADVISORY FEES 468 468 0 EXCISE TAX 578 0 0