2025-03-12T20:01:15-05:00 2024-10-31 873707167 CBIZ ADVISORS LLC 88 FROEHLICH FARM BOULEVARD WOODBURY NY 11797 990PF 2023-11-01 136094651 SERGEI S ZLINKOFF FUND FOR MEDICAL RESEARCH & EDUCATION INC SERG 9174284787 232 E 50TH STREET - APT 1 1 NEW YORK NY 10022 DR MACK LIPKIN JR MD PRESIDENT / TREASURER 9174284787 2025-03-12 1 1 MARC DESPAGNI P01360251 5169925900 2025-03-03 2023 2025-03-06 01:10:19Z X 3279675 X X 1250 1250 57797 57797 121988 501993 121988 181035 181035 0 0 0 13500 6750 6750 53647 53647 0 67147 60397 6750 265000 265000 332147 60397 271750 -151112 120638 427202 146605 146605 2189838 2319323 3133070 2617040 2465928 3279675 0 0 X 2617040 2465928 2617040 2465928 2617040 2465928 2617040 -151112 0 2465928 0 2465928 PUBLICLY TRADED SECURITIES - LONG TERM P 465285 335482 129803 129803 PUBLICLY TRADED SECURITIES - LT CAPITAL GAIN DISTRIBUTIONS P 1078 1078 1078 PUBLICLY TRADED SECURITIES - SHORT TERM P 35630 44523 -8893 -8893 121988 1677 0 1677 0 1677 2877 0 0 0 2877 X 0 1200 1200 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MACK LIPKIN JR MD 9174284787 232 EAST 50TH STREET - APT 1 NEW YORK NY 10022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR MACK LIPKIN JR MD 232 EAST 50TH STREET - APT 1 NEW YORK NY 10022 PRESIDENT/TREASURER 1.00 0 0 0 DEBORAH L GOLDSMITH 232 EAST 50TH STREET - APT 1 NEW YORK NY 10022 VICE PRESIDENT 1.00 0 0 0 JOHN O LIPKIN MD 232 EAST 50TH STREET - APT 1 NEW YORK NY 10022 VICE PRESIDENT 1.00 0 0 0 MARYALINE CATILLON 232 EAST 50TH STREET - APT 1 NEW YORK NY 10022 SECRETARY 1.00 0 0 0 FRANCESCA GANY MD 232 EAST 50TH STREET - APT 1 NEW YORK NY 10022 VICE PRESIDENT 1.00 0 0 0 MAGGIE MUELLER 232 EAST 50TH STREET - APT 1 NEW YORK NY 10022 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 0 3108410 267888 0 3376298 0 0 3376298 50644 3325654 166283 166283 1677 1677 164606 0 164606 0 164606 271750 0 271750 164606 5556 0 0 271750 5556 0 0 164606 101588 0 0 101588 0 0 0 0 0 0 0 101588 101588 X HAITIAN GLOBAL HEALTH ALLIANCE 68 JAY ST SUITE 201 NEW YORK NY 100214805 PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501(C)(3) 75000 NYU GROSSMAN SCHOOL OF MEDICINE 550 FIRST AVENUE NEW YORK NY 10016 GOV TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501(C)(3) 95000 RUTGERS FOUNDATION 335 GEORGE ST 4000 NEW BRUNSWICK NJ 08901 PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501(C)(3) 95000 265000 0 14 1250 14 57797 18 121988 0 181035 0 181035 8 N/A 0 0 0 0 0 0 0 0 0 0 CBIZ MARKS PANETH 13500 6750 6750 N/A 0 ABBVIE, INC - 174 SHARES 17767 35473 AERCAP HOLDINGS NV - 1,200 SHARES 30143 112260 ALLSTATE CORP - 200 SHARES 23276 37304 ALPHABET INC CL A - 460 SHARES 60571 78711 AON PLC - CLASS A - 150 SHARES 42037 55031 APPLE INC. - 580 SHARES 11206 131028 APTIV PLC - 1,000 SHARES 65966 56830 ASHLAND INC - 455 SHARES 21070 38479 ASTRAZAENECA PLC-SPONS ADR - 743 SHARES 38654 52865 AT&T INC - 1,625 SHARES 37633 36628 AVERY DENNISON CORP - 150 SHARES 25559 31055 BANK OF AMERICA CORP - 1,900 SHARES 56393 79458 BLOOMIN' BRANDS INC - 1,800 SHARES 44747 29862 BRISTOL-MYERS SQUIBB CO - 950 SHARES 54867 52982 CDW CORP/DE - 200 SHARES 21244 37646 CENTERPOINT ENERGY INC 2,350 SHARES 45429 69396 CIENA CORP - 500 SHARES 10939 31755 CISCO SYSTEMS INC - 500 SHARES 11329 27385 CONDUENT INC - 8,450 SHARES 43208 30420 CONOCOPHILLIPS - 475 SHARES 21084 52032 CVS HEALTH CORP 875 SHARES 42313 49403 DELTA AIR LINES INC - 750 SHARES 27780 42915 DEVON ENERGY CORP - 750 SHARES 21403 29010 DOLLAR TREE INC - 730 SHARES 84668 47187 DOMINION ENERGY INC - 750 SHARES 48339 44648 EOG RESOURCES INC - 350 SHARES 31979 42686 FIRSTENERGY CORP - 1,600 SHARES 56581 66928 FISERV INC - 450 SHARES 46115 89055 FORTUNE BRANDS INNOVATIONS INC - 600 SHARES 50577 49998 GENERAL DYNAMICS CORP - 200 SHARES 18687 58322 GLOBE LIFE INC - 300 SHARES 27631 31680 GXO LOGISTICS INC - 900 SHARES 39942 53829 HAIN CELESTIAL GROUP INC - 3,200 SHARES 30581 27936 INTERNATIONAL BUSINESS MACHINES CORP - 250 SHARES 29447 51680 INTERNATIONAL GAME TECHNOLOGY - 2,600 SHARES 65460 52832 JPMORGAN CHASE & CO - 450 SHARES 25928 99864 KEURIG DR PEPPER INC - 1,700 SHARES 61660 56015 LIONS GATE ENTERTAINMENT-A - 450 SHARES 9648 3555 LIONS GATE ENTERTAINMENT-B - 4,900 SHARES 72919 34545 MCKESSON CORP - 105 SHARES 19105 52562 MGM RESORTS INTERNATIONAL - 1,250 SHARES 34465 46088 NEUBERGER BERMAN (MUTUAL FUND) - 21,111 SHARES 323037 433189 NEXTERA ENERGY INC - 800 SHARES 44945 63400 PAYPAL HOLDINGS INC - 200 SHARES 11870 15860 PHILLIPS 66 - 250 SHARES 17099 30455 REGENCY CENTERS CORP - 410 SHARES 13901 29290 RTX CORP - 500 SHARES 28535 60495 SCHLUMBERGER LTD - 700 SHARES 28545 28049 SKYWORKS SOLUTIONS INC - 350 SHARES 57264 30653 TARGET CORP - 300 SHARES 42981 45012 TRAVEL & LEISURE CO - 1,400 SHARES 47597 66934 TREEHOUSE FOODS INC - 1,750 SHARES 68501 63665 TRUIST FINANCIAL CORP - 500 SHARES 19624 21525 VERTEX PHARMACEUTICALS INC - 65 SHARES 12727 30939 WILLIAMS COS INC - 600 SHARES 14781 31422 ZIMMER BIOMET HOLDINGS INC - 700 SHARES 59566 74844 CUSTODY FEES- JPMORGAN CHASE 53647 53647 0