2025-07-09T08:56:48-05:00 2023-09-30 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990PF 2022-10-01 133316334 RIMSKY FAMILY FOUNDATION RIMS 2122800982 845 WEST END AVENUE 9D NEW YORK NY 10025 LEE RIMSKY TRUSTEE 2122800982 2025-07-08 1 0 JOSEPH GIAMPAPA P01073462 2125038800 2025-07-08 2022 2025-03-06 01:10:19Z X 2049815 X X 236 236 65093 65093 -53397 974390 0 11932 65329 0 0 0 1000 500 500 8278 8278 0 5653 453 0 14931 9231 500 114000 114000 128931 9231 114500 -116999 56098 40854 92211 92211 2084678 1927090 1957604 10768 0 0 2136300 2019301 2049815 0 0 X 0 0 0 0 2136300 2019301 2136300 2019301 2136300 2019301 2136300 -116999 0 2019301 0 2019301 PUBLICLY HELD SECURITIES 974390 1027787 -53397 -53397 -53397 780 0 780 0 780 3873 0 0 0 3873 0 3093 3093 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A LEE RIMSKY 2122800982 845 WEST END AVENUE NEW YORK NY 10025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEE RIMSKY 845 WEST END AVENUE 9D NEW YORK NY 10025 TRUSTEE 5.00 0 0 0 RENA WING 845 WEST END AVENUE 9D NEW YORK NY 10025 TRUSTEE 2.00 0 0 0 DON RIMSKY 845 WEST END AVENUE 9D NEW YORK NY 10025 TRUSTEE 2.00 0 0 0 DOUGLAS RIMSKY 845 WEST END AVENUE 9D NEW YORK NY 10025 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 2044478 54305 0 2098783 0 0 2098783 31482 2067301 103365 103365 780 780 102585 0 102585 0 102585 114500 0 114500 102585 72727 0 0 114500 72727 0 0 41773 0 0 0 0 0 0 0 0 60812 0 0 0 DOUGLAS RIMSKY X AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 PC UNRESTRICTED CONTRIBUTION TO HELP FUND ORGANIZATION'S CHARITABLE ACTIVITIES 6000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 352 SEVENTH AVENUE ST 400 NEW YORK NY 10001 PC UNRESTRICTED CONTRIBUTION TO HELP FUND ORGANIZATION'S CHARITABLE ACTIVITIES 6000 CITY HARVEST INC 6 EAST 32ND STREET 5TH FLOOR NEW YORK NY 10016 PC UNRESTRICTED CONTRIBUTION TO HELP FUND ORGANIZATION'S CHARITABLE ACTIVITIES 6000 DOCTORS WITHOUT BORDERS USA INC 333 SEVENTH AVENUE NEW YORK NY 10001 PC UNRESTRICTED CONTRIBUTION TO HELP FUND ORGANIZATION'S CHARITABLE ACTIVITIES 10000 DOROT INC 171 WEST 85TH STREET NEW YORK NY 10024 PC UNRESTRICTED CONTRIBUTION TO HELP FUND THE ORGANIZATION'S CHARITABLE ACTIVITIES. 6000 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 PC UNRESTRICTED CONTRIBUTION TO HELP FUND ORGANIZATION'S CHARITABLE ACTIVITIES 10000 NATIONAL JEWISH OUTREACH PROGRAM INC 1345 AVE OF THE AMERICAS NEW YORK NY 10105 PC UNRESTRICTED CONTRIBUTION TO HELP FUND ORGANIZATION'S CHARITABLE ACTIVITIES 2000 ONE ACRE FUND 2070 GREEN BAY ROAD 183 HIGHLAND PARK IL 60035 PC UNRESTRICTED CONTRIBUTION TO HELP FUND THE ORGANIZATION'S CHARITABLE ACTIVITIES 6000 SUCCESS FOR ALL FOUNDATION INC 300 EAST JOPPA ROAD ST 500 BALTIMORE MD 21286 PC UNRESTRICTED CONTRIBUTION TO HELP FUND THE ORGANIZATION'S CHARITABLE ACTIVITIES 6000 THE BAIL PROJECT INC PO BOX 750 VENICE CA 90294 PC UNRESTRICTED CONTRIBUTION TO HELP FUND ORGANIZATION'S CHARITABLE ACTIVITIES 6000 THE EYE CANCER FOUNDATION INC 115 EAST 61ST STREET STE 5B NEW YORK NY 10065 PC UNRESTRICTED CONTRIBUTION TO HELP FUND ORGANIZATION'S CHARITABLE ACTIVITIES 10000 UJA FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 PC UNRESTRICTED CONTRIBUTION TO HELP FUND THE ORGANIZATION'S CHARITABLE ACTIVITIES. 40000 114000 0 14 236 14 65093 18 -53397 0 11932 0 11932 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1000 500 500 ABBVIE INC 12874 13863 ADOBE INC 15217 19886 AFLAC INC 9129 12894 ALPHABET INC 16361 17928 AMAZON.COM INC 10213 12076 APPLE INC 37456 47254 BAIRD INTERMEDIATE BOND FUND 253508 246191 BANK OF AMERICA CORP 11593 9884 BANK OZARK INC 8283 8304 BOOZ ALLEN HAMILTON HOLDING CORP 8992 11801 CHEVRON CORP 10256 11129 CITIGROUP INC 9549 8226 COCA-COLA CO 12713 11924 CVS HEALTH CORP 15094 11520 DOUBLELINE LOW DURATION BOND FUND INC 102188 101492 EOG RESOURCES INC 12947 12803 EVERGY INC 10303 8771 GARMIN LTD 12563 13571 GILEAD SCIENCES INC 11355 14538 GUGGENHEIM TOTAL RETURN BOND FUND 114740 96975 HP INC 9506 7067 ISHARES 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TERM TREASURY ETF 129723 129451 ISHARES BONDS DEC 2025 TERM TREASURY ETF 136306 134787 KROGER CO 11723 10829 LOCKHEED MARTIN CORP 13014 11860 NINTENDO LTD ADRS 8593 8373 NUTRIEN LTD 8521 6855 NVIDIA CORP 12295 13920 PALO ALTO NETWORKS INC 5846 8909 PFIZER INC 12239 10449 QUALCOMM INC 11367 9551 TESLA INC 4631 5755 WERNER ENTERPRISES INC 8603 7517 INVESTMENT MANAGEMENT FEES 8278 8278 0 FOREIGN WITHHOLDING TAX 453 453 0 FEDERAL EXCISE TAX 5200 0 0