2025-09-29T10:10:24-05:00 2024-11-30 871353108 EISNER ADVISORY GROUP LLC 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 990PF 2023-12-01 597194349 IRIS B APFEL & CARL B APFEL CHARITABLE TRUST IRIS 5617622038 3300 PGA BLVD STE 600 PALM BEACH GARDENS FL 33410 JOEL H LEVINE CO-TTEE 5617622038 2025-09-24 1 0 LILACH FISHER P00434779 5618329292 2023 2025-03-06 01:10:19Z X X 109361 X 96251 5160 5160 172277 367576 172277 273688 177437 0 0 0 1628 1628 0 27 27 0 1655 1655 0 325000 325000 326655 1655 325000 -52967 175782 3121 109361 109361 101212 0 0 58635 0 0 162968 109361 109361 640 0 640 0 X 0 0 0 0 162328 109361 162328 109361 162968 109361 162328 -52967 0 109361 0 109361 NEUBERGER BERMAN #0173 P 2024-01-01 2024-12-31 59371 59400 -29 -29 NEUBERGER BERMAN #0173 P 2023-01-01 2024-12-31 277865 130857 147008 147008 NEUBERGER BERMAN #0173 P 2023-01-01 2024-12-31 30041 5042 24999 24999 LTCG, OTHER P 2023-01-01 2024-12-31 299 299 299 172277 2443 0 2443 0 2443 0 0 0 0 0 6 2449 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A EISNER ADVISORY GROUP LLC 5618329292 505 S FLAGLER DRIVE WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 1 2018 2016 1 0 0 0 0 0 0 0 0 0 0 0 0 IRIS BARREL APFEL - THRU 312024 44 COCOANUT ROW A416 PALM BEACH FL 33480 DIRECTOR 2.00 0 0 0 PETER MATWICZYK 1215 N LAKE WAY PALM BEACH FL 33480 CO-TRUSTEE 0.00 0 0 0 JOEL H LEVINE 222 LAKEVIEW AVE 3N WEST PALM BEACH FL 33401 CO-TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 196696 19773 0 216469 0 0 216469 3247 213222 10661 10661 2443 2443 8218 0 8218 0 8218 325000 0 325000 8218 0 2018 2016 2015 42635 50567 17686 68253 325000 0 0 0 8218 316782 0 0 385035 42635 0 42635 0 0 0 0 385035 50567 17686 316782 IRIS BARREL APFEL - THRU 312024 X THE PEABODY ESSEX MUSEUM INC 161 ESSEX ST SALEM MA 01970 NONE PUBLIC CHARITY GENERAL CONTRIBUTION 325000 325000 0 14 5160 18 172277 0 177437 0 177437 0 0 0 0 0 0 0 0 0 0 X X 1 IRIS BARREL APFEL VIA ATTATA FNDTN 3300 PGA BLVD STE 600 PALM BEACH GARDENS FL 33410 96251 X SUCCESSOR CO-TRUSTEES ACCEPTANCE DOCUMENT SUCCESSOR CO-TRUSTEES ACCEPTANCE DOCUMENT SUBSEQUENT TO THE DEATH OF IRIS B APFEL ON MARCH 1, 2024, PURSUANT TO SEC 736.0701 OF THE FLORIDA STATUTES, BY THEIR SIGNATURES HERETO, JOEL H. LEVINE AND PETER MATWICZYK HEREBY ACCEPT THEIR POSITIONS AS SUCCESSOR CO-TRUSTEES OF THE CHARITABLE TRUST....SEE ATTACHED DOCUMENT DUE TO/DUE FROM INVESTMENTS 640 0 INVESTMENT MANAGEMENT FEES 1628 1628 0 ATTATA FOUNDATION 3300 PGA BLVD STE 600 PALM BEACH GARDENS FL 33410 FOREIGN TAXES 27 27 0