2022-11-14T10:39:39-06:00 2021-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 709 WESTCHESTER AVENUE WHITE PLAINS NY 10604 990PF 2021-01-01 832498144 BLACK IV INC BLAC 9149492990 2 ONEIDA DRIVE UNIT E GREENWICH CT 06830 STEVEN BLACK VICE PRESIDENT 9149492990 2022-11-09 1 STEVEN BLACK 999009999 EDWARD HROBERTS P00667378 9149492990 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 1744547 X X 12279 12279 53670 110770 53670 65949 65949 0 0 0 5675 0 5675 388 388 0 10554 10529 0 16617 10917 5675 69712 69712 86329 10917 75387 -20380 55032 19596 25547 25547 1322444 1296038 1718925 0 75 75 1342040 1321660 1744547 0 0 X 0 0 0 0 1342040 1321660 1342040 1321660 1342040 1321660 1342040 -20380 0 1321660 0 1321660 PUBLICY TRANDED SECURITIES 85000 57100 27900 27900 CAPITAL GAINS DIVIDENDS P 25770 25770 25770 53670 765 0 765 0 765 1179 0 0 0 1179 0 414 414 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A STEVEN R BLACK 9149492990 2 ONEIDA DRIVE UNIT E GREENWICH CT 06830 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARJORIE L BLACK 2 ONEIDA DRIVE UNIT E GREENWICH CT 06830 DIRECTOR, PRESIDENT 1.00 0 0 0 STEVEN R BLACK 2 ONEIDA DRIVE UNIT E GREENWICH CT 06830 DIRECTOR, VICE PRESIDENT 1.00 0 0 0 SARAH A BLACK 2 ONEIDA DRIVE UNIT E GREENWICH CT 06830 DIRECTOR, SECRETARY 1.00 0 0 0 JUSTIN L BLACK 2 ONEIDA DRIVE UNIT E GREENWICH CT 06830 DIRECTOR, TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1684295 23848 0 1708143 0 0 1708143 25622 1682521 84126 84126 765 765 83361 0 83361 0 83361 75387 0 75387 83361 56954 0 0 75387 56954 0 0 18433 0 0 0 0 0 0 0 0 64928 0 0 0 2018-09-10 X AMERICAN FRIENDS OF SHALVA 315 5TH AVENUE NEW YORK NY 10016 PC GENERAL PURPOSE 5000 CHILDREN'S WISH FOUNDATION 8615 ROSWELL ROAD ATLANTA GA 30350 PC GENERAL PURPOSE 200 GREENWICH ALLIANCE FOR EDUCATION 48 MAPLE AVENUE GREENWICH CT 06830 PC GENERAL PURPOSE 250 GREENWICH EMS 1111 E PUTNAM AVENUE RIVERSIDE CT 06878 PC GENERAL PURPOSE 200 JEWISH FAMILY SERVICES OF GREENWICH 1 HOLLY HILL LANE GREENWICH CT 06830 PC GENERAL PURPOSE 180 NEIGHBOR TO NEIGHBOR 248 E PUTNAM AVENUE GREENWICH CT 06830 PC GENERAL PURPOSE 20000 PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND 345 WHITNEY AVENUE NEW HAVEN CT 06511 PC GENERAL PURPOSE 4000 UJA-JCC GREENWICH 1 HOLLY HILL LN GREENWICH CT 06830 PC GENERAL PURPOSE 25000 UNIV OF WISCONSIN FOUNDATION US BANK LOCKBOX 78807 MILWAUKEE WI 53278 PC GENERAL PURPOSE 300 UNIVERSITY OF MASS 300 MASSACHUSETTS AVENUE AMHERST MA 01003 PC GENERAL PURPOSE 300 MADD 511 E JOHN CARPENTER FREEWAY IRVING TX 75062 PC GENERAL PURPOSE 300 VIETNAM VETERANS 8719 COLESVILLE ROAD SILVER SPRING MD 20910 PC GENERAL PURPOSE 300 ISRAEL CONNECT 750 MELBOURNE STREET PITTSBURGH PA 15217 PC GENERAL PURPOSE 360 NATIONAL POLICE AND TROOPERS ASSOCIATION 5632 BEE RIDGE ROAD SARASOTA FL 34233 PC GENERAL PURPOSE 100 ISRAEL CANCER RESEARCH FUND 52 VANDERBILT AVENUE NEW YORK NY 10017 PC GENERAL PURPOSE 1000 MULTIPLE SCLEROSIS ASSOCIATION 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 PC GENERAL PURPOSE 300 ACTORS FUND 155-175 WEST HUDSON AVENUE ENGLEWOOD NJ 07631 PC GENERAL PURPOSE 5000 TOGETHER RISING 800 WEST BROAD STREET FALLS CHURCH VA 22040 PC GENERAL PURPOSE 5000 ACHILLES INTERNATIONAL 315 WEST 39TH STREET NEW YORK NY 10018 PC GENERAL PURPOSE 1050 CONNECTICUT PUBLIC 1049 ASYLUM AVENUE HARTFORD CT 06105 PC GENERAL PURPOSE 365 CHOLANGIOCARCINOMA FOUNDATION 5526 WEST 13400 SOUTH HERRIMAN UT 84096 PC GENERAL PURPOSE 257 SPECIAL OLYMPICS 2666 STATE STREET NO 1 HAMDEN CT 06517 PC GENERAL PURPOSE 250 69712 0 14 12279 18 53670 0 65949 0 65949 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 5675 0 5675 ISHARES TR JPMORGAN USD EMG AT COST 50152 48532 ISHARES INC CORE MSCI EMKT AT COST 125073 144562 SEG PARTNERS OFFSHORE, LTD-CL D AT COST 252500 377417 FRANKLIN INTERNATIONAL GROWTH FUND ADVISOR AT COST 185131 242403 POLEN GROWTH FUND6 AT COST 322356 497156 PIMCO INTERNATIONAL 45000 BOND FUND AT COST 45000 45084 WASATCH INTERNATIONAL GROWTH FUND INVESTOR AT COST 63326 73871 P2 CAPITAL FUND, LTD-CLASS R AT COST 252500 289900 DIVIDEND RECEIVABLE 75 75 INVESTMENT EXPENSES 10529 10529 0 SERVICE CHARGE 25 0 0 FOREIGN TAX 388 388 0