2024-02-06T12:56:57-06:00 2023-09-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990PF 2022-10-01 132751129 THE CHARLES IVES SOCIETY C/O EISNER ADVISORY GROUP LLC CHAR 2129498700 733 THIRD AVENUE NEW YORK NY 10017 DONALD BERMAN PRESIDENT 2129498700 2024-02-06 1 DONALD BERMAN XXX-XX-XXXX 0 CHRISTINA LABITA P01284524 2129498700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 840938 X 55065 31247 31247 31247 22105 95000 22105 0 108417 53352 31247 0 0 0 0 10800 0 0 0 7586 1000 1000 6586 130572 0 0 0 148958 1000 1000 6586 0 0 148958 1000 1000 6586 -40541 52352 30247 30550 34990 34990 1782 1783 1783 801615 804165 804165 833947 840938 840938 0 0 X 833947 840938 833947 840938 833947 840938 833947 -40541 47532 840938 0 840938 VANGUARD TOTAL BOND MKT INDEX P 2023-04-03 15000 16247 -1247 -1247 VANGUARD TOTAL BOND MKT INDEX P 2023-08-08 15000 16727 -1727 -1727 VANGUARD TOTAL STOCK MKT ADM P 2022-10-28 20000 9464 10536 10536 VANGUARD TOTAL BOND MKT INDEX P 2023-01-09 15000 7142 7858 7858 VANGUARD U.S. GROWTH FUND ADMIRAL P 2023-02-02 15000 10597 4403 4403 VANGUARD U.S. GROWTH FUND ADMIRAL P 2023-03-07 15000 12718 2282 2282 P 0 0 22105 0 X 1973-09-28 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 1 1 0 0 1 WWW.CHARLESIVES.ORG EISNER ADVISORY GROUP LLC 5162228322 733 THIRD AVENUE NEW YORK NY 10017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN ADAMS 114 EL CAMINO REAL BERKELEY CA 94705 DIRECTOR 0.00 0 0 0 DONALD BERMAN 30 KELLEY STREET CAMBRIDGE MA 02138 PRESIDENT & TREASURER 0.00 0 0 0 WILLIAM BOLCOM 3080 WHITMORE LAKE ROAD ANN ARBOR MI 48105 DIRECTOR 0.00 0 0 0 THOMAS BRODHEAD 3016 MALTON DRIVE SMYRNA TN 37167 DIRECTOR 0.00 0 0 0 NEELY BRUCE 440 CHAMBERLAIN RD MIDDLETOWN CT 06457 DIRECTOR 0.00 0 0 0 J PETER BURKHOLDER 2501 EAST CEDARWOOD CIRCLE BLOOMINGTON IN 47401 DIRECTOR 0.00 0 0 0 DEIRDRE CHADWICK 7 WORLD TRADE CENTER NEW YORK NY 10007 DIRECTOR 0.00 0 0 0 JONATHAN ELKUS 33 LINDA AVENUE 1811 OAKLAND CA 94611 DIRECTOR 0.00 0 0 0 SUSAN FEDER 140 EAST 62ND STREET NEW YORK NY 10065 DIRECTOR 0.00 0 0 0 KYLE GANN 4 MEACHERS ATTEAN LANE GERMANTOWN NY 12526 VICE PRESIDENT 0.00 0 0 0 ROBERT HURWITZ 1290 AVENUE OF AMERICAS NEW YORK NY 10104 DIRECTOR 0.00 0 0 0 JAMES M KENDRICK ESQ 254 WEST 31ST STREET 15TH FLOOR NEW YORK NY 10001 SECRETARY 0.00 0 0 0 SUZANNE EGGLESTON LOVEJOY 120 HIGH STREET NEW HAVEN CT 06520 DIRECTOR 0.00 0 0 0 GAYLE SHERWOOD MAGEE 1114 WNEVADA STREET URBANA IL 61801 CHAIRMAN 0.00 0 0 0 RUTHANN MCTYRE 120 HIGH STREET NEW HAVEN CT 06520 DIRECTOR 0.00 0 0 0 TOM C OWENS 5528 PAXFORD COURT FAIRFAX VA 22032 DIRECTOR 0.00 0 0 0 JOEL SACHS 320 RIVERSIDE DRIVE NEW YORK NY 10025 DIRECTOR 0.00 0 0 0 DANIEL STEPNER 415 SOUTH STREET M5051 WALTHAM MA 02454 DIRECTOR 0.00 0 0 0 JAN SWAFFORD 57 CLARK STREET MEDFORD MA 02155 DIRECTOR 0.00 0 0 0 ROBERT THOMPSON 180 MADISON AVENUE 24TH FLOOR NEW YORK NY 10016 DIRECTOR 0.00 0 0 0 MICHAEL TILSON THOMAS 888 SEVENTH AVENUE37TH FLOOR NEW YORK NY 10106 DIRECTOR EMERITUS 0.00 0 0 0 DAVID THURMAIER C/O TUFTS UNIV GRANOFF MUSIC CNTR 20 TALBOT AVENUE MEDFORD MA 02155 DIRECTOR 0.00 0 0 0 JUDITH TICK 32 BORLAND STREET BROOKLINE MA 02446 DIRECTOR 0.00 0 0 0 DREW MASSEY 254 WEST 31ST STREET 15TH FLOOR NEW YORK NY 10001 DIRECTOR 0.00 0 0 0 CHELSEA HAMM FERGUSON CENTER A150 CHRISTOPHER NEWPORT UNIV 1 AVE OF THE ARTS NEWPORTS NEWS VA 23606 DIRECTOR 0.00 0 0 0 KAREN HEYMANN PEERMUSIC CLASSICAL 152 W 57TH STREET 10TH FLOOR NEW YORK NY 10019 DIRECTOR 0.00 0 0 0 PETER MARTIN WISE MUSIC GROUP-180 MADISON AVENUE 24TH FLOOR NEW YORK NY 10016 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 ACTIVITIES TO STIMULATE PUBLIC INTEREST IN THE MUSIC OF THE COMPOSER CHARLES IVES. 147958 NONE 0 0 827163 31640 0 858803 0 0 858803 12882 845921 42296 X 6586 0 6586 X 30247 15741 14589 27216 87793 25710 13380 12401 23134 74624 6586 108330 124129 95145 334190 0 0 0 0 0 6586 108330 124129 95145 334190 0 0 28197 31795 35692 30667 126351 0 0 0 0 X 0 0 14 31247 18 22105 0 53352 0 53352 0 0 0 0 0 0 0 0 0 0 X X 1 AMERICAN ACADEMY OF ARTS AND LETTERS 633 WEST 155 STREET NEW YORK NY 10032 50000 X 2 THE AARON COPLAND FUND FOR MUSIC INC 156 5TH AVE 600 NEW YORK NY 10010 5000 X ACCOUNTING FEES 7586 1000 1000 6586 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL FUND FMV 85193 85193 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL FUND FMV 122614 122614 VANGUARD LONG-TERM INV-GRADE ADMIRAL FUND FMV 62420 62420 VANGUARD STRATEGIC EQUITY INVESTMENT FUND FMV 68272 68272 VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL FUND FMV 70323 70323 VANGUARD U.S. GROWTH ADMIRAL FUND FMV 91249 91249 VANGUARD EMERGING MKTS STK IDX ADM FMV 24269 24269 VANGUAD S-T INVESTMENT-GRADE ADM FMV 60916 60916 VANGUARD WINDSOR II FUND ADM FMV 88364 88364 VANGUARD EXPLORER FUND ADMIRAL FMV 69764 69764 VANGUARD SHORT TERM INVEST GR ADM FMV 60781 60781 LEGAL FEES 10800 0 0 0 OFFICE & MISCELLANEOUS 9229 0 0 0 ADMINISTRATIVE 14675 0 0 0 WEBSITE EXPENSE 59830 0 0 0 EDITING FEES & EXPENSES 46838 0 0 0 UNREALIZED GAIN ON INVESTMENTS 47532 AMERICAN ACADEMY OF ARTS AND LETTER 633 WEST 155 STREET NEW YORK NY 10032