2024-04-29T10:31:06-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 709 WESTCHESTER AVENUE WHITE PLAINS NY 10604 990PF 2023-01-01 331015452 JEAN AND SCOTT BRIDGE FOUNDATION JEAN 7722343269 2245 N SOUTHWINDS BLVD 101 VERO BEACH FL 32963 GARY OAKLEY TRUSTEE 2039720861 2024-04-29 1 GARY OAKLEY 999009999 0 LINDA MIKITOVIC P00172856 9149492990 2024-05-09 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 753132 X X 28406 28406 156090 335555 156090 184496 184496 25200 15120 10080 2415 0 2415 67 67 0 483 395 0 28165 15582 12495 37478 37478 65643 15582 49973 118853 168914 12438 19942 19942 1489 1489 1489 305566 325634 642084 0 89792 89617 318004 436857 753132 0 0 X 0 0 0 0 318004 436857 318004 436857 318004 436857 318004 118853 0 436857 0 436857 PUBLICLY TRADED SECURITIES 335380 179465 155915 155915 CAPITAL GAINS DIVIDENDS P 175 175 175 156090 2348 0 2348 0 2348 120 0 0 0 120 1 2229 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SUZANNE OAKLEY 7722343269 2245 N SOUTHWINDS BLVD SUITE 101 VERO BEACH FL 32963 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY OAKLEY 2245 N SOUTHWINDS BLVD 101 VERO BEACH FL 32963 TRUSTEE 5.00 25200 0 0 SUZANNE OAKLEY 2245 N SOUTHWINDS BLVD 101 VERO BEACH FL 32963 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 766128 25274 0 791402 0 0 791402 11871 779531 38977 38977 2348 2348 36629 0 36629 0 36629 49973 0 49973 36629 18510 0 0 49973 18510 0 0 31463 0 0 0 0 0 0 0 0 5166 0 0 0 X HARVARD UNIVERSITY 30 DUNSTER STREET CAMBRIDGE MA 02138 PC GENERAL PURPOSE 1000 HOWARD UNIVERSITY ATHLETICS SIXTH GIRARD ST NW WASHINGTON DC 20059 PC GENERAL PURPOSE 850 INDIAN RIVER HABITAT FOR HUMANITY 4568 N US HWY 1 VERO BEACH FL 32967 PC GENERAL SUPPORT 11500 NEW CANAAN YMCA 564 SOUTH AVENUE NEW CANAAN CT 06840 PC GENERAL SUPPORT 13378 RCMA 402 WEST MAIN STREET IMMOKALEE FL 34142 PC GENERAL SUPPORT 5000 RIVERSIDE THEATER 3250 RIVERSIDE PARK DRIVE VERO BEACH FL 32963 PC GENERAL SUPPORT 3900 SUMMER THEATRE OF NEW CANAAN 2575 N FRANKLIN AVENUE LOUISVILLE CO 80027 PC GENERAL SUPPORT 1000 VNA & HOSPICE FOUNDATION 1110 35TH LANE VERO BEACH FL 32960 PC GENERAL SUPPORT 350 WHEELS & KEELS FOUNDATION INC 1846 MOORINGLINE DRIVE VERO BEACH FL 32963 PC GENERAL PURPOSE 500 37478 0 14 28406 18 156090 0 184496 0 184496 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 2415 0 2415 432 ABBOTT LABORATORIES 12098 47550 332 ABBVIE INC 10082 51450 930 HEALTH CARE REALTY TR 19131 16024 358 HUMANA INC. 6656 163896 206 LOCKHEED MARTIN 18396 93367 1,059 PFIZER INC. 27474 30489 832 SANOFI 31797 41375 10,649.63 JPMRGN PREFER & INC 100000 97657 13,812.16 JPM CORE PLUS BD FD 100000 100276 1,630 JPMORGAN EQUITY PREMIUM AT COST 89792 89617 INVESTMENT FEES 67 67 0 FOREIGN TAX 395 395 0 EXCISE TAX 88 0 0