2025-11-17T16:52:55-06:00 2024-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990PF 2024-01-01 810778752 ARMSTRONG ANGEL FOUNDATION ARMS 2033514275 131 MEADOW ROAD RIVERSIDE CT 06878 NANCY ARMSTRONG TRUSTEE 2033514275 2025-11-17 1 1 DEBRA J DEL TORO P01278914 6178075000 2025-11-17 2024 2025-03-06 01:10:19Z X 24862255 X 0 X 382223 382223 349971 905865 408068 351572 351572 1083766 1141863 0 0 0 20750 0 0 29102 29102 0 38948 38948 0 88800 68050 0 910000 910000 998800 68050 910000 84966 1073813 877268 716703 716703 19724 19127 19724 19724 10237617 10205834 20773041 1792789 2109257 3352787 12926801 13051518 24862255 91965 0 91965 X 12926801 12959553 0 0 0 0 12926801 12959553 12926801 13051518 12926801 84966 0 13011767 52214 12959553 GOLDMAN SACHS - PUBLICLY TRADED SECURITIES 2024-12-31 205758 162623 43135 43135 GOLDMAN SACHS - PUBLICLY TRADED SECURITIES 2024-12-31 44242 40110 4132 4132 GOLDMAN SACHS - PUBLICLY TRADED SECURITIES 2024-12-31 345885 19606 326279 326279 NET CAPITAL LOSS FROM INVESTMENT PARTNERSHIPS P 2024-12-31 275458 -275458 -275458 REDEMPTION - PRIVATE MIDDLE MARKET CREDIT LLC P 2024-12-31 251542 251542 251542 CAPITAL GAINS DIVIDENDS P 58438 58438 58438 408068 14926 0 14926 0 14926 0 0 27000 0 27000 X 836 11238 11238 0 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A NANCY ARMSTRONG 2033514275 131 MEADOW ROAD RIVERSIDE CT 06878 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY A ARMSTRONG 131 MEADOW ROAD RIVERSIDE CT 06878 TRUSTEE 2.00 0 0 0 TIMOTHY M ARMSTRONG 131 MEADOW ROAD RIVERSIDE CT 06878 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 19746862 740791 3352788 23840441 0 0 23840441 357607 23482834 1174142 1174142 14926 14926 1159216 0 1159216 0 1159216 910000 0 910000 1159216 0 0 925428 239747 608148 738867 2512190 910000 0 0 0 910000 0 249216 249216 2262974 0 0 0 0 0 0 0 2262974 676212 239747 608148 738867 NANCY A ARMSTRONG TIMOTHY M ARMSTRONG X GREENWICH ACADEMY 200 NORTH MAPLE AVENUE GRENWICH CT 06830 PC GENERAL PURPOSE 375000 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE BOX 1049 NEW YORK NY 10029 PC GENERAL PURPOSE 250000 NANTUCKET GOLF CLUB FOUNDATION 250 MILESTONE ROAD SIASCONSET MA 81632 PC GENERAL PURPOSE 75000 NEW YORK UNIVERSITY 105 E 17TH STT - 4TH FL 411 NEW YORK NY 10039 PC GENERAL PURPOSE 200000 ST VINCENT DE PAUL SOCIETY 210 NORTH AVENUE 21 LOS ANGELES CA 90031 PC GENERAL PURPOSE 10000 910000 0 14 382223 14 351572 18 349971 0 1083766 0 1083766 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20750 0 0 CORPORATE STOCK 10205834 20773041 REAL ESTATE PARTNERSHIP AT COST 138496 666755 PRIVATE EQUITY AT COST 1970761 2677046 ALTERNATIVE INVESTMENTS AT COST 0 8986 ADJUSTMENT FOR INVESTMENT COMMITMENTS 52214 PARTNERSHIP INVESTMENT DEDUCTIONS 38948 38948 0 DST OPPORTUNITIES ACCESS OFFSHORE FUND LP 311663 311663 311663 GS CAPITAL PARTNERS VI OFFSHORE 561 561 561 PRIVATE MIDDLE MARKET CREDIT LLC 32801 32801 32801 DST OPPORTUNITIES V ACCESS OFFSHORE FUND LP 201 201 201 PETERSHILL II OFFSHORE LP 6346 6346 6346 FOREIGN TAXES PAID 2478 2478 0 PARTNERSHIP INVESTMENT FOREIGN TAXES 26624 26624 0