2026-05-11T14:16:24-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990PF 2025-01-01 050514676 CAROL A PETERSON FOUNDATION CARO 4019410071 28 BRADFORD ROAD CRANSTON RI 02910 CAROL PETERSON PRESIDENT 4019410071 2026-05-11 1 JOSHUA B SIEGEL P02065345 4014214800 2026-05-11 2025 2025-03-06 01:10:19Z X 247261 X X 8371 8371 9449 17367 9449 17820 17820 0 0 0 2120 0 2120 400 0 0 70 0 70 2590 0 2190 20000 20000 22590 0 22190 -4770 17820 47744 47725 47725 118383 113632 199536 166127 161357 247261 0 0 X 0 0 0 0 166127 161357 166127 161357 166127 161357 166127 -4770 0 161357 0 161357 PUBLICLY TRADED SECURITIES P 16769 7918 8851 8851 CAPITAL GAIN DISTRIBUTIONS P 598 598 598 9449 248 0 248 0 248 334 0 0 0 334 0 86 86 0 0 0 0 0 0 0 0 0 0 0 1 1 RI 1 0 0 0 0 1 N/A CAROL A PETERSON 4019410071 28 BRADFORD STREET CRANSTON RI 02910 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROL PETERSON 28 BRADFORD ROAD CRANSTON RI 02910 PRESIDENT & TREASURER 0.10 0 0 0 MELISSA BURNETT-TESTA 1 CITIZENS PLAZA SUITE 530 PROVIDENCE RI 02903 SECRETARY 0.10 0 0 0 EDWARD PIERONI 1275 WAMPANOAG TRAIL SUITE 1 EAST PROVIDENCE RI 02915 VICE PRESIDENT 0.10 0 0 0 NONE 0 NONE 0 0 186143 46149 0 232292 0 0 232292 3484 228808 11440 11440 248 248 11192 0 11192 0 11192 22190 0 22190 11192 0 0 68253 50287 58729 8304 10933 196506 22190 0 0 0 11192 10998 0 0 207504 0 0 0 0 0 0 68253 139251 50287 58729 8304 10933 10998 CAROL PETERSON X PROVIDENCE CHILDREN'S MUSEUM 100 SOUTH STREET PROVIDENCE RI 02903 N/A PC GENERAL SUPPORT 20000 20000 0 14 8371 18 9449 0 17820 0 17820 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 2120 0 2120 PER REGULATION 53.4942(A)-3(D)(2) - THE REMAINING QUALIFYING DISTRIBUTIONS HAVE BEEN APPLIED TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2010. DIMENSIONAL US CORE AT COST 7650 43193 DFA EMERGING MARKETS TRGT VAL AT COST 4001 5223 DFA EMERGING MARKETS SMALL CAP I AT COST 3893 5205 DFA EMERGING MARKETS VALUE I AT COST 4052 5550 DFA INTERNATIONAL VALUE I AT COST 10131 18646 DFA US LARGE CAP VALUE I AT COST 6806 13612 DFA US VECTOR EQUITY I AT COST 21510 45493 DFA INTERNATIONAL SMALL CAP VALUE I AT COST 9117 17484 VANGUARD ULTRA-SHORT-TERM BOND ADMIRAL AT COST 46472 45130 STATE FILING FEES 70 0 70 FEDERAL EXCISE TAX 400 0 0