2024-04-24T13:45:57-05:00 2023-06-30 871353108 EISNER ADVISORY GROUP LLC 111 WOOD AVENUE SOUTH ISELIN NJ 088302700 990PF 2022-07-01 203999905 THE EVAN AND TRACY SEGAL FAMILY FOUNDATION EVAN 4129735583 4 MALVINO COURT TIBURON CA 94920 EVAN J SEGAL CHAIRMAN 4129735583 2024-04-24 1 EVAN SEGAL 999009999 0 HAROLD GOLDMAN P00044719 7322437000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2004165 X 55133 4400 4400 30562 30562 -696 100414 0 89399 34962 86000 0 86000 9381 0 9381 456 0 0 19306 17547 1758 115143 17547 97139 416405 416405 531548 17547 513544 -442149 17415 24865 28300 28300 367547 34268 34268 988438 890308 1941597 14175 0 0 1395025 952876 2004165 0 0 X 2050000 2050000 0 0 -654975 -1097124 1395025 952876 1395025 952876 1395025 -442149 0 952876 0 952876 ISHARES RUSSELL 1000 GROWTH ETF P 2011-12-28 2023-03-16 13693 3457 10236 10236 ISHARES RUSSELL 1000 GROWTH ETF P 2022-01-24 2023-03-16 86721 97653 -10932 -10932 -696 242 0 242 0 242 3465 0 0 0 3465 0 3223 3223 0 0 0 0 0 0 0 0 0 0 0 1 1 PA NY 1 0 0 0 1 1 N/A EVAN J SEGAL 4129735583 4 MALVINO COURT TIBURON CA 94920 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EVAN J SEGAL 4 MALVINO COURT TIBURON CA 94920 CHAIRMAN,VP,SECRETARY 6.00 0 0 0 TRACY P SEGAL 4 MALVINO COURT TIBURON CA 94920 VICE CHAIR, PRES, TREAS. 6.00 0 0 0 MARLA WERNER 215 TIMBER RIDGE ROAD PITTSBURGH PA 15238 EXECUTIVE DIRECTOR 16.00 86000 0 0 NONE 0 MARLA WERNER 215 TIMBER RIDGE ROAD PITTSBURGH PA 15238 CONSULTING 86000 0 0 1861996 210005 0 2072001 0 0 2072001 31080 2040921 102046 102046 242 242 101804 0 101804 0 101804 513544 0 513544 101804 0 0 64211 313383 398932 264821 343118 1384465 513544 0 0 0 101804 411740 0 0 1796205 0 0 0 0 0 0 64211 1731994 313383 398932 264821 343118 411740 EVAN J SEGAL TRACY P SEGAL X AMACHI PGH 1830 FORBES AVE 2ND FLOOR PITTSBURGH PA 15219 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 5000 AMERICAN CANCER SOCIETY (CV) 3380 CHASTAIN MEADOWS PARKWAY NW SUITE 200 KENNESAW GA 30144 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC 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TO PUBLIC CHARITY 500 FOR GOOD PGH 910 BRADDOCK AVENUE BRADDOCK PA 15104 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 19000 FORBES FUNDS 5 PPG PL STE 250 PITTSBURGH PA 15222 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 1200 GIANT EAGLE INC 101 KAPPA DR PITTSBURGH PA 15238 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 13410 GWEN'S GIRLS 711 W COMMONS PITTSBURGH PA 15212 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 5000 HELLO NEIGHBORHOOD 6587 HAMILTON AVE PITTSBURGH PA 15212 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 2000 JEWISH COMMUNITY CENTER 5738 FORBES AVENUE PITTSBURGH PA 15217 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 1500 KAPLAN CENTER (JEFF SCHEIN) 3601 PARK CENTER BLVD MINNEAPOLIS MN 55416 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 1000 LCC PITTSBURGH 5750 BAUM BLVD PITTSBURGH PA 15206 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 10000 LOST TRIBE ONLINE ONLINE NY 10128 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 1000 NARAL 1725 EYE STREET NW SUITE 900 WASHINGTON DC 20006 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 1000 NATIONAL COUNCIL OF JEWISH WOMEN 2055 L ST NW STE 650 WASHINGTON DC 20036 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 5000 OPEN COLLECTIVE FOUNDATION 340 S LEMON AVE 3717 WALNUT CA 91789 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 5000 PENNYLOAFER ONLINE ONLINE NY 10017 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 200 PITTSBURGH SCHOLAR HOUSE 1319 ALLEGHENY AVENUE SUITE 200 PITTSBURGH PA 15233 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 20000 PUBLIC SOURCE 1936 FIFTH AVE PITTSBURGH PA 15222 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 1000 RITTER CENTER 16 RITTER ST SAN RAFAEL CA 94901 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 1010 ROOM TO READ 465 CALIFORNIA STREET SUITE 1000 SAN FRANCISCO CA 94104 N/A PC UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 1000 SANDY HOOK PROMISE PO BOX 3489 NEWTOWN CT 06470 N/A PC UNRESTRICTED CONTRIBUTION 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UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY 25000 416405 0 14 4400 14 30562 18 -696 0 34266 0 34266 0 0 0 0 0 0 0 0 0 0 X X 1 EVAN TRACEY SEGAL 4 MALVINO COURT TIBURON CA 94920 55133 X ACCOUNTING FEES 9381 0 9381 GOLDMAN SACHS 890308 1941597 SUNDRY RECEIVABLE 14175 0 0 BANK FEES 52 52 0 MISCELLANEOUS EXPENSES 1759 0 1758 INVESTMENT ADVISORY FEES 17495 17495 0 FEDERAL EXCISE TAX 206 0 0 NY STATE TAXES 250 0 0