2025-03-27T16:19:00-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 552 EAST MAIN STREET RIVERHEAD NY 11901 990PF 2024-01-01 201095054 THE FRANCES AND PETER ROBOTTI FOUNDATION C/O MARIA SUYDAM FRAN 6318310974 82 AVERY AVENUE PATCHOGUE NY 11772 JOHN W SUYDAM JR DIRECTOR 6316823831 2025-03-27 1 1 MARY ANN MENDEL P00551302 6317273626 2025-03-27 2024 2025-03-06 01:10:19Z X 2893189 X X 92898 92898 68627 798316 68627 161525 161525 26220 0 26220 30206 15103 15103 21135 21135 0 2066 0 250 496 0 496 80123 36238 42069 112000 112000 192123 36238 154069 -30598 125287 12377 11532 11532 28631 16928 16928 0 12335 12335 2574113 2543728 2852394 2595 2595 2615121 2584523 2893189 0 0 X 2615121 2584523 2615121 2584523 2615121 2584523 2615121 -30598 0 2584523 0 2584523 SALE OF SECURITIES SHORT TERM - JP MORGAN -79540 2024-01-01 2024-12-31 232720 228886 3834 3834 JP MORGAN TR II US GOVT MONEY MKT FUND 2024-03-06 2024-09-30 5000 5000 0 0 JP MORGAN TR II US GOVT MONEY MKT FUND 2024-03-06 2024-12-05 112000 112000 0 0 SALE OF SECURITIES LONG TERM - JP MORGAN -79540 2022-12-31 2024-12-31 448596 383803 64793 64793 68627 1741 0 1741 0 1741 2000 0 0 0 2000 0 259 259 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 HTTPS://WWW.ROBOTTIFOUNDATION.COM/ MARIA SUYDAM 6318310974 82 AVERY AVENUE PATCHOGUE NY 11772 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARIA SUYDAM 82 AVERY AVENUE PATCHOGUE NY 11772 DIRECTOR 5.00 7200 0 0 RENATA ZULIANI 20-31 46TH STREET LONG ISLAND CITY NY 111051211 DIRECTOR 5.00 4620 0 0 JOHN W SUYDAM JR 82 AVERY AVENUE PATCHOGUE NY 11772 DIRECTOR 5.00 7200 0 0 JUSTIN O'SHEA 11 GOLDEN GATE DR SHIRLEY NY 11967 DIRECTOR 5.00 7200 0 0 NONE 0 NONE 0 0 2886562 27436 0 2913998 0 0 2913998 43710 2870288 143514 143514 1741 1741 141773 0 141773 0 141773 154069 0 154069 141773 0 0 36105 33470 10612 11163 91350 154069 0 0 0 141773 12296 0 0 103646 0 0 0 0 0 0 36105 67541 33470 10612 11163 12296 X ANGELS OF LONG ISLAND 350 EAST MAIN STREET UNIT 23 PATCHOGUE NY 11772 NONE PUBLIC GENERAL OPERATING SUPPORT. 5000 CARMELITE SISTERS FOR THE AGED & INFIRM 600 WOODS ROAD GERMANTOWN NY 00203 NONE PUBLIC GENERAL OPERATING SUPPORT. 30000 FONDAZIONE FRANCESCA E PIETRO ROBOTTI D' ITALIA STUDIO LEGALE VERNETTI 2 VIA PAVARANZA FUBINE ROME IT 15043 NONE PUBLIC GENERAL OPERATING SUPPORT. 60000 FRIENDS OF OLLIE CAT RESCUE 197 WEST MAIN ST SAYVILLE NY 11782 NONE PUBLIC GENERAL OPERATING SUPPORT. 5000 MASTIC BEACH CONSERVATIVE 101 RIVIERA DR MASTIC BEACH NY 11951 NONE PUBLIC GENERAL OPERATING SUPPORT. 5000 THE SALVATION ARMY OF GREATER NEW YORK 120 WEST 14TH STREET NEW YORK NY 10011 NONE PUBLIC GENERAL OPERATING SUPPORT. 7000 112000 0 14 92898 18 68627 0 161525 0 161525 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 30206 15103 15103 12335 12335 0 0 EQUITIES - MUTUAL FUNDS - JP MORGAN #9540 AT COST 602706 1061533 FIXED INCOME - MUTUAL FUNDS - JP MORGAN #9540 AT COST 1941022 1790861 OFFICE EXPENSE 496 0 496 INVESTMENT FEES ADVISORY FEES 21135 21135 0 NYS CHARITIES BUREAU FILING FEE 250 0 250 FEDERAL TAXES 1816 0 0