2026-04-01T11:41:40-05:00 2025-12-31 871353108 EISNER ADVISORY GROUP LLC 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 990PF 2025-01-01 226420278 NORMAN & MYRNA RICKEN CHARITABLE TRUST C/O LOUIS M COHEN NORM 5613942466 505 S FLAGLER DRIVE 900 WEST PALM BEACH FL 334015948 NORMAN RICKEN TRUSTEE 5613942466 2026-03-31 1 LOUIS M COHEN P00021957 5618329292 2025 2025-03-06 01:10:19Z X 785355 X X 94 94 47790 47790 1055 112055 1055 48939 48939 0 0 0 2490 1245 1245 673 6 0 100 100 0 3263 1351 1245 48050 48050 51313 1351 49295 -2374 47588 34682 48391 48391 266285 265285 268822 129980 129980 177646 335282 320176 290496 766229 763832 785355 0 0 X 207372 207372 0 0 558857 556460 766229 763832 766229 763832 766229 -2374 0 763855 23 763832 CAPITAL SOUTHWEST P 2023-06-07 2025-09-15 110929 110000 929 929 MUNICIPAL ELECAUTH P 2013-11-13 2025-04-01 1000 1000 0 0 CAPITAL GAINS DIVIDENDS P 126 126 126 1055 661 0 661 0 661 680 0 0 0 680 0 19 19 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A NORMAN RICKEN 5613942466 1400 S OCEAN BLVD 401 BOCA RATON FL 33432 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NORMAN RICKEN 1400 SOUTH OCEAN BLVD APT 401 BOCA RATON FL 33432 TRUSTEE 1.00 0 0 0 MYRNA RICKEN 1400 SOUTH OCEAN BLVD APT 401 BOCA RATON FL 33432 TRUSTEE 1.00 0 0 0 JEFFREY RICKEN 22047 N 89TH STREET SCOTTSDALE AZ 85255 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 764664 38765 0 803429 0 0 803429 12051 791378 39569 39569 661 661 38908 0 38908 0 38908 49295 0 49295 38908 0 0 5431 2550 6616 14772 4027 33396 49295 0 0 0 38908 10387 0 0 43783 0 0 0 0 0 0 5431 38352 2550 6616 14772 4027 10387 NORMAN RICKEN LOU COHEN 505 S FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 5618329292 THERE IS NO FORMAL REQUIREMENT NONE NONE ANTI DEFAMATION LEAGUE 605 THIRD AVE NEW YORK NY 10158 NONE PC GENERAL 5800 BOCA RATON REGIONAL HOSPITAL 800 MEADOWS ROAD BOCA RATON FL 33486 NONE PC GENERAL 10000 DIABETES RESEARCH FOUNDATION 200 SOUTH PARK ROAD SUITE 100 HOLLYWOOD FL 33021 NONE PC GENERAL 2000 FOUNDATION FIGHTING BLINDNESS 6925 OAKLAND MILLS ROAD 701 COLUMBIA MD 21045 NONE PC GENERAL 1250 HILLEL 800 EIGHTH STREET NW WASHINGTON DC 20001 NONE PC GENERAL 3000 JEWISH FEDERATION OF S PALM BEACH COUNTY 1 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33409 NONE PC GENERAL 1000 KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 NONE PC GENERAL 2000 SIMON WIESENTHAL CENTER 1399 ROXBURY DR LOS ANGELES CA 90035 NONE PC GENERAL 7500 ST JUDES CHILDREN HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC GENERAL 2000 TEMPLE BETH EL 333 SW 4TH AVE BOCA RATON FL 33432 NONE PC GENERAL 1000 TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC GENERAL 1500 UNIVERSITY OF MIAMI 1320 SDIXIE HWY CORAL GABLES FL 33146 NONE PC GENERAL 4000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PC GENERAL 1000 BROTHERS FOR LIFE P O BOX 25806 NEW YORK NY 10087 NONE PC GENERAL 5000 NORTHERN VIRGINIA HEBREW CONGREGATION 1441 WIEHIE AVENUE RESTON VA 20190 NONE PC GENERAL 1000 48050 0 14 94 14 47790 18 1055 0 48939 0 48939 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 2490 1245 1245 1200 ONEOK INC 46913 88200 1000 AT&T INC 29899 24840 1000 ALTRIA GROUP 43803 57660 241 WARNER BROS DISCOVERY INC 9365 6946 0 0 265285 268822 2000 5.75% JPMORGAN CHASE AT COST 49605 49840 4000 COHEN & STEERS AT COST 100356 77240 1600 5.875% GREAT ELM CAP CORP AT COST 40000 40064 FT HIGH-YIELD INCOME CE AT COST 30228 30146 STRATEGIC INCOME CLOSED-END AT COST 99987 93206 PRIOR PERIOD ADJUSTMENT 23 BANK FEES 100 100 0 EXCISE TAXES 667 0 0 FOREIGN TAXES 6 6 0