2024-08-22T11:00:35-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990PF 2023-07-01 873953098 THE EVE AND JIM SULLIVAN PRIVATE FOUNDATION INC EVEA 9543568250 1252 N RIO VISTA BOULEVARD FT LAUDERDALE FL 33301 JAMES SULLIVAN DIRECTOR 9543568250 2024-08-20 1 1 JOSEPH LEO P00425026 9547710896 2024-08-20 2023 2024-08-08 14:25:15Z X 918754 X 295335 99 99 30284 30284 54599 109461 54599 380317 84982 0 0 0 341 0 0 50 50 0 391 50 0 23750 23750 24141 50 23750 356176 84932 22093 34089 34089 260922 416439 717995 138008 128928 166670 421023 579456 918754 0 0 X 0 -197743 0 0 421023 777199 421023 579456 421023 579456 421023 356176 0 777199 197743 579456 500 SHS MAGELLAN MIDSTREAM PARTNERS D 2022-02-09 2023-09-27 34580 24745 9835 9835 1500 SHS PHYSICIANS REALTY TRUST D 2022-04-28 2023-11-14 16251 26430 -10179 -10179 100 SHS ELI LILLY D 2011-06-27 2023-11-14 58630 3687 54943 54943 54599 1181 0 1181 0 1181 0 0 0 0 0 X 21 1202 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A KEEFE MCCULLOUGH 9547710896 6550 N FEDERAL HIGHWAY 4TH FL FT LAUDERDALE FL 33308 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES SULLIVAN 1252 N RIO VISA BLVD FT LAUDERDALE FL 33301 DIRECTOR 3.00 0 0 0 EVELYN SULLIVAN 1252 N RIO VISA BLVD FT LAUDERDALE FL 33301 DIRECTOR 2.00 0 0 0 KEVIN SULLIVAN 10807 HONEYSUCKLE WAY PLAIN CITY OH 43064 DIRECTOR 1.00 0 0 0 SUSAN SULLIVAN-ELY 86 LONGVIEW DRIVE DUBLIN OH 43017 DIRECTOR 1.00 0 0 0 ROBERT MONTES 395 HOLLY HILL ROAD OLDSMAR FL 34677 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 651906 43638 0 695544 0 0 695544 10433 685111 34256 34256 1181 1181 33075 0 33075 0 33075 23750 0 23750 33075 19926 0 0 23750 19926 0 0 3824 0 0 0 0 0 0 0 0 29251 0 0 0 X UNITED SERVICE ORGANIZATION INC PO BOX 96860 WASHINGTON DC 20077 NONE PC GENERAL DONATION 300 ST LABRE INDIAN SCHOOL 1112 ST LABRE CAMPUS DRIVE ASHLAND MT 59003 NONE PC GENERAL DONATION 100 TUNNEL TO TOWERS 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PC GENERAL DONATION 5000 WOUNDED WARRIORS PROJECT 4899 BELFORT ROAD 300 JACKSONVILLE FL 32256 NONE PC GENERAL DONATION 500 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FL NEW YORK NY 10006 NONE PC GENERAL DONATION 300 MERCY SHIPS PO BOX 1930 GARDEN VALLEY TX 75771 NONE PC GENERAL DONATION 400 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC GENERAL DONATION 500 JACK AND JILL CHILDRENS CENTER 1315 BROWARD BOULEVARD FT LAUDERDALE FL 33312 NONE PC GENERAL DONATION 2000 COAST GUARD FOUNDATION 394 TAUGWONK RD STONINGTON CT 06378 NONE PC GENERAL DONATION 1000 SALVATION ARMY 1445 W BROWARD BOULEVARD FT LAUDERDALE FL 33312 NONE PC GENARAL DONATION 1000 BLUE RIDGE FREE DENTAL CLINIC 130 HIGHWAY 64 EAST CASHIERS NC 28717 NONE PC GENERAL DONATION 500 GLENVILLE- CASHIERS RESCUE SQUAD 79 NORTH NORTON ROAD GLENVILLE NC 28736 NONE PC GENERAL DONATION 1000 ST JUDE CHILDRENS HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC GENERAL DONATION 1000 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE PC GENERAL DONATION 1000 AMERICAN CANCER SOCIETY 270 PEACHTREE ST NW SUITE 1300 ATLANTA GA 30303 NONE PC GENERAL DONATION 6000 GARY SENISE FOUNDATION PO BOX 40726 NASHVILLE TN 37204 NONE PC GENERAL DONATION 3000 PAWS FOR PURPLE HEARTS 250 S 1ST STREET CANYONVILLE OR 97417 NONE PC GENERAL DONATION 150 23750 0 14 99 14 30284 18 54599 0 84982 0 84982 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES AND EVE SULLIVAN 1252 N RIO VISTA BOULEVARD FT LAUDERDALE FL 33301 295335 X 1 500 SHS ABBVIE CORP 69030 2023-11-14 1 250 SHS ELI LILLY CORP 152705 2023-11-14 1 2500 SHS APACHE CORP 73600 2024-06-28 OPPENHEIMER BROKERAGE -EQUITIES 416439 717995 OPPENHEIMER BROKERAGE - MASTER LIMITED PARTNERSHIPS AT COST 128928 166670 DIFFERENCE IN FMV OF ASSETS CONTRIBUTED OVER BOOK BASIS 197743 FEES 50 50 0 FEDERAL EXCISE TAX 341 0 0