2025-11-17T08:20:20-06:00 2025-01-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990PF 2024-02-01 137152865 THE MARSHALL & THERESE SONENSHINE FDN MARS 2129943330 505 PARK AVENUE NEW YORK NY 10022 MARSHALL SONENSHINE TRUSTEE 2129943330 2025-11-13 1 0 PETER KUTNER P00446949 2129498700 2024 2025-03-06 01:10:19Z X 2409286 X X 62591 62591 2666 2666 2666 65257 65257 0 0 0 3144 1572 1572 3144 1572 1572 36250 36250 39394 1572 37822 25863 63685 709666 735529 735529 755926 755926 1280771 81866 81866 73736 228630 228630 319250 1776088 1801951 2409286 0 0 X 1776088 1801951 1776088 1801951 1776088 1801951 1776088 25863 0 1801951 0 1801951 WASTE MANAGEMENT P 2020-01-01 2024-03-13 1 1 1 CAPITAL GAINS DIVIDENDS P 2665 2665 2665 2666 885 0 885 0 885 814 0 0 0 814 0 71 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE FOUNDATION 2129943330 505 PARK AVENUE NEW YORK NY 10022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H MARSHALL SONENSHINE EISNER AMPER 733 THIRD AVENUE NEW YORK NY 10017 TRUSTEE 10.00 0 0 0 THERESE SONENSHINE EISNER AMPER 733 THIRD AVENUE NEW YORK NY 10017 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 1566864 674790 0 2241654 0 0 2241654 33625 2208029 110401 110401 885 885 109516 0 109516 0 109516 37822 0 37822 109516 11158 0 0 37822 11158 0 0 26664 0 0 0 0 0 0 0 0 82852 0 0 0 X AMERICAN FRIENDS OF SOROKA MEDICAL CENTER 47 HAVERFORD AVENUE SCARSDALE NY 10583 NONE 501(C)(3) GRANT FOR MEDICAL RESEARCH 10000 CHABAD OF MARTHA'S VINEYARD 83 CAUSEWAY ROAD VINEYARD HAVEN MA 02568 NONE 501(C)(3) GRANT FOR OPERATING PURPOSES 6000 HUNTER COLLEGE FOUNDATION 695 PARK AVENUE NEW YORK NY 10065 NONE 501(C)(3) GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH 20000 SAVE THE MUSIC FOUNDATION PO BOX 2096 NEW YORK NY 10108 NONE 501(C)(3) GRABT FOR OPERATING PURPOSES 250 36250 0 14 62591 18 2666 0 65257 0 65257 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3144 1572 1572 VANGUARD TOTAL BOND MARKET INDEX 37829 34212 VANGUARD TOTAL INTL BOND ADM 44037 39524 ISHARES MBS ETF 7341 6453 ISHARES 7-10 YEAR TREASURY 7516 6697 ISHARES CORE MSCI EAFE ETF 87100 105146 FIDELITY 500 INDEX FD 254613 572691 SPDR S&P 500 ETF TRUST 399356 589784 SIX CIRCLES ULTRA SHORT DURATION AT COST 7265 7268 VANGUARD SHORT-TERM BOND ETF AT COST 7490 7372 CRM LONG/SHORT OPPORTUNITIES FD AT COST 7604 9526 LORD ABBETT SHRT DUR AT COST 11264 10504 JPMORGAN BETABUILDERS JAPAN ETF AT COST 15599 17701 JPMORGAN BETABUILDERS CANADA ETF AT COST 22590 34270 BLACKSTONE ALT MULTI STRATEGY AT COST 22880 23078 SIX CIRCLES INTL AT COST 37550 45583 SIX CIRCLES US CONSTRAINED AT COST 75100 135184 AMERICAN FUNDS INTL VNTG-F3 AT COST 21288 28764