2025-07-09T12:45:27-05:00 2025-04-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990PF 2024-05-01 042731784 THE WHITE COMPANIES CHARITABLE TRUST WHIT 5088323295 41 CENTRAL STREET AUBURN MA 01501 DAVID H WHITE TRUSTEE 5088323295 2025-06-26 1 1 JOHN FINNERTY P00252261 4014214800 2025-06-26 2024 2025-03-06 01:10:19Z X 3662040 X 1016000 83 83 95961 95961 0 1112044 96044 0 0 0 3675 1838 1837 12401 12401 0 898 0 0 148 88 60 17122 14327 1897 128598 128598 145720 14327 130495 966324 81717 494964 484186 484186 1800352 2493911 2899421 0 283543 278433 2295316 3261640 3662040 0 0 X 2882079 3898131 0 0 -586763 -636491 2295316 3261640 2295316 3261640 2295316 966324 0 3261640 0 3261640 1136 0 1136 0 1136 0 0 0 0 0 46 1182 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A DAVID H WHITE 5088323295 41 CENTRAL STREET AUBURN MA 01501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID H WHITE 40 NORTH BRIGHAM HILL ROAD NORTH GRAFTON MA 01536 TRUSTEE 0.10 0 0 0 HEATHER E WHITNEY 7 TANNERY DRIVE JEFFERSON MA 01522 TRUSTEE 0.10 0 0 0 MARK L DONAHUE 370 MAIN ST WORCESTER MA 01608 TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 2903904 588817 0 3492721 0 0 3492721 52391 3440330 172017 172017 1136 1136 170881 0 170881 0 170881 130495 0 130495 170881 0 0 76788 154051 13192 44526 9908 298465 130495 0 0 0 130495 0 40386 40386 258079 0 0 0 0 0 0 36402 221677 154051 13192 44526 9908 X ALL SAINTS CHURCH 10 IRVING STREET WORCESTER MA 01609 N/A PC ANNUAL SUPPORT 20000 ALZHEIMER'S ASSOCIATION 309 WAVERLY OAKS ROAD WALTHAM MA 02452 N/A PC GENERAL SUPPORT 200 ALZHEIMER'S FOUNDATION OF AMERICA 322 EIGHT AVE 16TH FLOOR NEW YORK NY 10001 N/A PC GENERAL SUPPORT 100 AMERICAN CANCER SOCIETY PO BOX 1120 FRAMINGHAM MA 01701 N/A PC GENERAL SUPPORT 200 AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 221167023 N/A PC GENERAL SUPPORT 100 AMERICAN HEART ASSOCIATION PO BOX 840692 DALLAS TX 752840692 N/A PC GENERAL SUPPORT 200 AMERICAN RED CROSS 2005 LAKEWOOD DRIVE BOONE IA 50036 N/A PC HURRICANE HELENE RELIEF 500 ANNA MARIA COLLEGE FUND 50 SUNSET LANE PAXTON MA 01612 N/A PC GENERAL SUPPORT 500 AROOSTOOK KNIGHTS OF COLUMBUS 68 MAIN ST LIMESTONE ME 04750 N/A PC RENEE PINEO POLAR PLUNGE 150 ASSUMPTION SCHOOL 17 GROVE ST MILLBURY MA 015272623 N/A PC HOLDEN WHITE JOGATHON 300 AUTISM SOCIETY OF AMERICA 6110 EXECUTIVE BOULEVARD SUITE 305 ROCKVILLE MD 20852 N/A PC GENERAL SUPPORT 200 AYFS 21 PHEASANT COURT AUBURN MA 01501 N/A PC FUNDRAISER 250 BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON MA 02215 N/A PC GENERAL SUPPORT 200 CAMP SUNSHINE 35 ACADIA ROAD 68 MAIN STREET CASCO MA 04015 N/A PC RENEE PINEO POLAR PLUNGE 150 CAMPAIGN FOR WPI 100 INSTITUTE ROAD WORCESTER MA 016092280 N/A PC GENERAL SUPPORT 1000 CAPE COD TIMES NEEDY FUND PO BOX 36 HYANNIS MA 02601 N/A PC GENERAL SUPPORT 500 CCHC FOUNDATION - FALMOUTH HOSPITAL PO BOX 370 HYANNIS MA 02601 N/A PC GENERAL SUPPORT 1500 COMMUNITY HARVEST PROJECT 37 WHEELER ROAD NORTH GRAFTON MA 01536 N/A PC GENERAL SUPPORT 500 COMMUNITY HARVEST PROJECT 37 WHEELER ROAD NORTH GRAFTON MA 01536 N/A PC ANNUAL SUPPORT 20000 COMMUNITY HARVEST PROJECT 37 WHEELER ROAD NORTH GRAFTON MA 01536 N/A PC PLANTAPALOOZA 6000 CONNECT CHURCH 60 PLEASANT STREET ASHLAND MA 01721 N/A PC DOMINICAN 150 CRADLES TO CRAYONS 281 NEWTONVILLE AVE NEWTON MA 02460 N/A PC GENERAL SUPPORT 200 DETECTOGETHER ATTN TRICIA LAURSEN PRESIDENT WESTBOROUGH MA 01581 N/A PC GENERAL SUPPORT 3000 DOWN SYNDROME CLINIC AT MGH 125 NASHUA STREET SUITE 821 BOSTON MA 021141111 N/A PC GENERAL SUPPORT 500 DUDLEY-CHARLTON EDUCATION FOUNDATION PO BOX 925 DUDLEY MA 01571 N/A PC GENERAL SUPPORT 150 EASTERSEALS MA 18 CHESTNUT STREET SUITE 200 WORCESTER MA 01608 N/A PC EMPOWERMENT EVENT 2500 EASTERSEALS MA 18 CHESTNUT STREET SUITE 200 WORCESTER MA 01608 N/A PC GENERAL SUPPORT 1000 ENGINE COMPANY NO 2 OF GRAFTON INC 3 MATHEW CIRCLE NORTH GRAFTON MA 01536 N/A PC GRAFTON FIRE DEPT 250 FALMOUTH SERVICE CENTER 611 GIFFORD STREET FALMOUTH MA 02540 N/A PC GENERAL SUPPORT 200 FIRST CONGREGATIONAL CHURCH OF DUDLEY 135 CENTER ROAD DUDLEY MA 01571 N/A PC CHRISTMAS FAIR 2024 500 FORMAN SCHOOL 12 NORFOLK ROAD LITCHFIELD CT 06759 N/A PC ANNUAL FUND 8500 FRIENDS OF BASS RIVER FUND PO BOX 303 WEST DENNIS MA 02670 N/A PC GENERAL SUPPORT 250 GLOBE SANTA THE BOSTON GLOBE FOUNDATION C/O GLOBE SANTA PO BOX 491 MEDFORD MA 021550005 N/A PC GENERAL SUPPORT 100 GOOD SHEPHARD COMMUNITY CARE 160 WELLS AVE NEWTON MA 02459 N/A PC GENERAL SUPPORT 500 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 N/A PC GENERAL SUPPORT 200 HOLLAND AQUA RIDERS 163 MASHAPAUG ROAD HOLLAND MA 01521 N/A PC GENERAL SUPPORT 500 HOLYOKE MERRY-GO-ROUND PRESERVATION FUND 221 APPLETON STREET HOLYOKE MA 01040 N/A PC GENERAL SUPPORT 500 HOLYOKE PUBLIC LIBRARY 250 CHESTNUT STREET HOLYOKE MA 01040 N/A PC GENERAL SUPPORT 250 HOME BASE VETERAN & FAMILY CARE 125 NASHUA STREET SUITE 540 BOSTON MA 02114 N/A PC GENERAL SUPPORT 200 JAK-L-FOUNDATION 43 BUFFUM ROAD PO BOX 103 CHARLTON MA 01507 N/A PC SPONSORSHIP FOR KIM CAHILL 200 KATERI'S KITCHEN C/O NORTH AMERICAN MARTYRS CHURCH 8 WYOMA DRIVE AUBURN MA 01501 N/A PC GENERAL SUPPORT 150 KATE'S KITCHEN 51 HAMILTON STREET HOLYOKE MA 01040 N/A PC GENERAL SUPPORT 250 LITTLE BRITCHES PO BOX 120 WOODBURY CT 06798 N/A PC GENERAL SUPPORT 1000 MAKE A WISH FOUNDATION OF MA RI 133 FEDERAL STREET 2ND FLOOR BOSTON MA 02110 N/A PC GENERAL SUPPORT 200 METROPOLITAN WATERWORKS MUSEUM 2450 BEACON STREET CHESTNUT HILL MA 02467 N/A PC GENERAL SUPPORT 300 METROWEST CHRISTIAN ACADEMY 350 PLEASANT STREET ASHLAND MA 01721 N/A PC CALEB ALLARD JOG-A-THON 150 NATIONAL BRAIN TUMOR SOCIETY 55 CHAPEL STREET SUITE 006 NEWTON MA 02458 N/A PC GENERAL SUPPORT 300 NATIONAL MS SOCIETY PO BOX 91891 WASHINGTON DC 200901891 N/A PC JAMIE O'BRIEN CLIMB TO THE TOP NEW ENGLAND 100 NORTHBOROUGH FOOD PANTRY ATTN KAREN SCOPETSKI NORTHBOROUGH MA 01532 N/A PC GENERAL SUPPORT 1500 OLD STURBRIDGE VILLAGE 1 OLD STURBIDGE ROAD STURBRIDGE MA 01566 N/A PC GENERAL SUPPORT 5000 OPEN SKY COMMUNITY SERVICES 4 MANN STREET WORCESTER MA 01602 N/A PC VALLEY FRIENDSHIP TOUR - KEVIN HUNT/THE SOLE RIDERS 100 OPEN SKY COMMUNITY SERVICES 4 MANN STREET WORCESTER MA 01602 N/A PC 39TH ANNUAL VALLEY FRIENDSHIP TOUR 1000 PAKMUSIC 10 IRVING STREET WORCESTER MA 01609 N/A PC GENERAL SUPPORT 500 PARKINSON'S FOUNDATION P O BOX 6003 ALBERT LEA MN 560079902 N/A PC ANNUAL SUPPORT 2500 PKD PO BOX 871847 KANSAS CITY MO 64187 N/A PC GENERAL SUPPORT 2700 PKD FOUNDATION 1001 EAST 101ST TERRACE-SUITE 220 KANSAS CITY MO 641313554 N/A PC ANNUAL SUPPORT 10000 PLANTING THE SEED 5 HOCKANUM WAY WORCESTER MA 01606 N/A PC SCHOOL DRIVE 250 PMC 77 FOURTH AVE NEEDHAM MA 02494 N/A PC GENERAL SUPPORT 336 PMC 77 FOURTH AVE NEEDHAM MA 02494 N/A PC GENERAL SUPPORT 112 PMC 77 FOURTH AVE NEEDHAM MA 02494 N/A PC GENERAL SUPPORT 3000 PMC 77 FOURTH AVE NEEDHAM MA 02494 N/A PC GENERAL SUPPORT 200 PULMONARY FIBROSIS FOUNDATION 223 W JACKSON BLVD SUITE 350 CHICAGO IL 60606 N/A PC GENERAL SUPPORT 200 RELIANT FOUNDATION INC 311 MAIN STREET SUITE 202 WORCESTER MA 01608 N/A PC RELIANT FOUNDATION 5K BENEFITTING THE RELIANT FOUNDATION'S ANNUAL FUND DRIVE/COMMUNITY GRANTS PROGRAM 250 REVITALIZE CDC 240 CADWELL DRIVE SPRINGFIELD MA 01104 N/A PC GENERAL SUPPORT 3000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 N/A PC GENERAL SUPPORT 200 SHRINERS CHILDREN'S - GREENVILLE 950 WEST FARIS ROAD GREENVILLE SC 02905 N/A PC GENERAL SUPPORT 200 SHRINERS HOSPITAL FOR CHILDREN 2900 ROCKY POINT DRIVE TAMPA FL 33607 N/A PC GENERAL SUPPORT 500 SOUTHBRIDGE LIONS CLUB PO BOX 622 SOUTHBRIDGE MA 01550 N/A PC GENERAL SUPPORT 100 SPECIAL OLYMPICS RI 370 GEORGE WASHINGTON HIGHWAY SMITHFIELD RI 02917 N/A PC 49TH ANNUAL PENGUIN PLUNGE 150 ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PLACE 402 COLUMBUS PLACE 360 HUNTINGTON AVE MEMPHIS TN 38105 N/A PC GENERAL SUPPORT 300 ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PLACE 402 COLUMBUS PLACE 360 HUNTINGTON AVE MEMPHIS TN 38105 N/A PC GENERAL SUPPORT 100 ST JUDE CHILDREN'S HOSPITAL PO BOX 50 MEMPHIS TN 381019929 N/A PC GENERAL SUPPORT 200 ST JOHN THE EVANGELIST CHURCH 9 GLEN ROAD WELLESLEY MA 02481 N/A PC GENERAL SUPPORT 300 ST JUDE'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A PC C PRISCO MARATHON 250 ST JUDE'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A PC GENERAL SUPPORT 500 STEVENS HS BOYS SOCCER 175 BROAD STREET CLAREMONT NH 03743 N/A PC KYLE PREMO SOCCER FUNDRAISER 200 THE CAPE PLAYHOUSE 820 MAIN STREET DENNIS MA 02638 N/A PC GENERAL SUPPORT 250 THE FRIENDS OF NOBSKA LIGHT PO BOX 183 FALMOUTH MA 02541 N/A PC GENERAL SUPPORT 2500 THE GREATER WALTHAM RECOVERY SOLUTIONS 23 REYEM STREET WALTHAM MA 02453 N/A PC GENERAL SUPPORT 100 THE HANOVER THEATER 2 SOUTHBRIDGE STREET WORCESTER MA 01608 N/A PC GENERAL SUPPORT 2500 THE HOME FOR WANDERERS 10 GUEST STREET BOSTON MA 02135 N/A PC GENERAL SUPPORT 300 THE LEUKEMIA & LYMPHOMA SOCIETY 16 PAUL STREET WORCESTER MA 01606 N/A PC GENERAL SUPPORT 150 THE VALENTINE PROJECT 301 CENTRAL AVE HILTON HEAD SC 299291638 N/A PC GENERAL SUPPORT 300 TOMMY'S PLACE 26 ELM ARCH WAY FALMOUTH MA 02450 N/A PC GENERAL SUPPORT 200 TOWN OF GOSNOLD TOWN CLERK LISA WRIGHT CUTTYHUNK MA 02713 N/A PC GENERAL SUPPORT 7500 TYING VINES INC PO BOX 4354 GETTYSBURG PA 17325 N/A PC GENERAL SUPPORT 300 UMASS AMHERST FOUNDATION RECORDS AND GIFT PROCESSING 134 HICKS WAY AMHERST MA 010039270 N/A PC GENERAL SUPPORT 500 UNITED CONGREGATIONAL CHURCH 6 INSTITUTE ROAD WORCESTER MA 01609 N/A PC GENERAL SUPPORT 100 UNITED WAY OF CENTRAL MA 18 CHESTNUT STREET WORCESTER MA 01608 N/A PC HELPING HAND (LEAH LARSON) 1350 VANESSA T MARCOTTE FOUNDATION 67 WEST STREET MEDFIELD MA 02052 N/A PC FRED MISILO'S RUN - ASICS FALMOUTH ROAD RACE 2024 250 WORCESTER AREA MISSION SOCIETY 6 INSTITUTE ROAD WORCESTER MA 01609 N/A PC ANNUAL SUPPORT 1000 YMCA OF CENTRAL MASSACHUSETTS ATTN EILEEN PINCHUK WORCESTER MA 01601 N/A PC GENERAL SUPPORT 3000 128598 0 14 83 14 95961 0 96044 0 96044 0 0 0 0 0 0 0 0 0 0 X X 1 RH WHITE COMPANIES INC 41 CENTRAL STEET AUBURN MA 01501 1016000 X RETURN PREPARATION AND TAX COMPLIANCE 3675 1838 1837 ISHARES CORE US 371965 380138 ISHARES MSCI EAFE SMALL 121799 134397 ISHARES MSCI EMERGING 177273 197183 ISHARES RUSSELL 1000 397641 598968 PIMCO ACTIVE BOND ETF 348043 348517 SCHWAB INTERNATIONAL 308357 359872 VANGUARD MID CAP ETF 138867 162361 VANGUARD SMALL CAP ETF 137944 151953 VANGUARD VALUE ETF 492022 566032 DODGE & COX INCOME I AT COST 283543 278433 BANK FEES 60 0 60 ANALYSIS FEES 88 88 0 INVESTMENT MANAGEMENT FEES 12401 12401 0 FEDERAL TAX 898 0 0