2025-11-14T11:03:56-06:00 2024-12-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990PF 2024-01-01 134144134 THE BURCH FAMILY FOUNDATION C/O ROBERT L BURCH III BURC 2122181075 ONE ROCKEFELLER PLAZA RM 302 NEW YORK NY 10020 ROBERT L BURCH III PRESIDENT 2122181075 2025-11-11 1 0 SUNGJOO HONG P00839169 2129498700 2024 2025-03-06 01:10:19Z X 54597037 X X 1348981 1348981 7916363 2860519 6587350 -258249 -27207 0 9007095 7909124 0 0 0 0 0 23970 11985 0 11985 242865 242865 0 0 30983 10983 0 0 148655 0 0 148655 829054 824881 0 2466 1275527 1090714 0 163106 2684900 2684900 3960427 1090714 0 2848006 5046668 6818410 0 32630 21321 21321 65808 2805144 2805144 3675247 2290482 2566874 36100692 39804098 49203698 39874377 44921045 54597037 0 0 X 0 0 0 0 39874377 44921045 39874377 44921045 39874377 44921045 39874377 5046668 0 44921045 0 44921045 SALE OF PUBLICLY TRADED SEC - VANGUARD D 2024-12-31 95799 34021 61778 61778 LONG TERM CAPITAL GAIN DIST - HW P 2024-12-31 64720 64720 64720 SALE OF HOTCHKIS & WILEY FUNDS P 2024-12-31 2700000 1478862 1221138 1221138 THROUGH K-1 - AW JONES ASSOCIATES P 2024-12-31 3671749 3671749 THROUGH K-1 - AW JONES ASSOCIATES UBTI P 2024-12-31 906530 906530 THROUGH K-1 - AW JONES & CO. P 2024-12-31 1567965 1567965 THROUGH K-1 - AW JONES & CO. UBTI P 2024-12-31 431228 431228 LESS: UBTI REPORTED THRU PARTNERSHIPS P 2024-12-31 -1337758 -1337758 6587350 0 94776 0 94776 0 94776 39788 0 100000 0 139788 X 2391 42621 42621 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 0 0 1 N/A ROBERT L BURCH III 2122181075 1 ROCKEFELLER PLAZA NEW YORK NY 10020 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT L BURCH III ONE ROCKEFELLER PLAZA RM 302 NEW YORK NY 10020 DIRECTOR 1.00 0 0 0 DALE BURCH 31 TERBELL LANE EAST HAMPTON NY 11937 DIRECTOR 1.00 0 0 0 ROBERT BURCH 1160 PARK AVENUE-APT 15D NEW YORK NY 10011 DIRECTOR 1.00 0 0 0 CATHERINE BURCH 2 FIFTH AVE APT 12JKL NEW YORK NY 10011 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4183429 1932805 47795520 53911754 0 0 53911754 808676 53103078 2655154 2655154 94776 91168 185944 2469210 0 2469210 0 2469210 2848006 0 2848006 2469210 409656 0 0 2848006 409656 0 0 2438350 0 0 0 0 0 0 0 0 30860 0 0 0 ROBERT L BURCH III ROBERT L BURCH III X BREARLEY SCHOOL 610 EAST 83RD STREET NEW YORK NY 10028 NONE PC GENERAL SUPPORT 3000 CARNEGIE HALL 881 7TH AVENUE NEW YORK NY 10019 NONE PC GENERAL SUPPORT 8500 CATE SCHOOL 1960 CATE MESA ROAD CARPINTERIA CA 93013 NONE PC GENERAL SUPPORT 5000 CENTRAL PARK CONSERVANCY 14 EAST 60TH STREET NEW YORK NY 10022 NONE PC GENERAL SUPPORT 25000 CHAPIN SCHOOL 100 EAST END AVENUE NEW YORK NY 10028 NONE PC GENERAL SUPPORT 1000 CITIZEN'S BUDGET COMMITTEE 540 BROADWAY NEW YORK NY 10121 NONE PC GENERAL SUPPORT 20000 CITIZENS COMMITTEE FOR CHILDREN 14 WALL STREEET NEW YORK NY 10005 NONE PC GENERAL SUPPORT 2000 COLUMBIA UNIVERSITY 622 WEST 113TH STREET NEW YORK NY 10025 NONE PC GENERAL SUPPORT 2000000 EAST HAMPTON HEALTHCARE 200 PANTIGO PLACE EAST HAMPTON NY 11937 NONE PC GENERAL SUPPORT 5000 EAST HAMPTON LIBRARY 159 MAIN STREET EAST HAMPTON NY 11937 NONE PC GENERAL SUPPORT 500 EAST HAMPTON HISTORICAL SOCIETY 101 MAIN STREET EAST HAMPTON NY 11937 NONE PC GENERAL SUPPORT 500 EAST HAMPTON VILLAGE PRESERVATION SOCIETY PO BOX 2015 EAST HAMPTON NY 11937 NONE PC GENERAL SUPPORT 500 FRIENDS OF NYC NURSES 1035 FIFTH AVENUE 10B NEW YORK NY 10028 NONE PC GENERAL SUPPORT 1000 FUND FOR NYC PUBLIC SCHOOLS 52 CHAMBERS STREET NEW YORK NY 10007 NONE PC GENERAL SUPPORT 350000 HARVARD BUSINESS SCHOOL SOLDIERS FIELD BOSTON MA 02163 NONE PC GENERAL SUPPORT 5000 HENRY STREET SETTLEMENT 265 HENRY STREET NEW YORK NY 10002 NONE PC GENERAL SUPPORT 49400 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 NONE PC GENERAL SUPPORT 2000 LEARNING ALLY 20 ROSZEL ROAD PRINCETON NJ 08540 NONE PC GENERAL SUPPORT 2000 LINCOLN CENTER 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC GENERAL SUPPORT 6000 MAIDSTONE CHARITABLE TRUST PO BOX 5110 EAST HAMPTON NY 11937 NONE PC GENERAL SUPPORT 2000 MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 NONE PC GENERAL SUPPORT 10000 METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 NONE PC GENERAL SUPPORT 25000 NYC BALLET 20 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC GENERAL SUPPORT 5000 NY PHILHARMONIC 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC GENERAL SUPPORT 3000 PECONIC LAND TRUST 296 HAMPTON ROAD SOUTHAMPTON NY 11969 NONE PC GENERAL SUPPORT 500 PREP FOR PREP 328 WEST 71ST STREET NEW YORK NY 10023 NONE PC GENERAL SUPPORT 2000 PRINCETON UNIVERSITY 12 STOCKTON STREET PRINCETON NJ 08540 NONE PC GENERAL SUPPORT 7000 ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 NONE PC GENERAL SUPPORT 1000 SALVATION ARMY 120 WEST 14TH STREET NEW YORK NY 10011 NONE PC GENERAL SUPPORT 33000 SKETCHBOOK THEATRE 111-32 76TH AVENUE FOREST HILLS NY 11375 NONE PC GENERAL SUPPORT 2000 SOUTHAMPTON HOSPITAL FOUNDATION 240 MEETING HOUSE LANE SOUTHAMPTON NY 11968 NONE PC GENERAL SUPPORT 50000 ST BERNARDS 4 EAST 98TH STREET NEW YORK NY 10029 NONE PC GENERAL SUPPORT 1000 ST JAMES CHURCH 865 MADISON AVENUE NEW YORK NY 10021 NONE PC GENERAL SUPPORT 31000 URBAN STAGES 555 8TH AVENUE NEW YORK NY 10018 NONE PC GENERAL SUPPORT 25000 UNIVERSITY SCHOOL OF MILWAUKEE 2100 W FAIRY CHASM ROAD MILWAUKEE WI 53217 NONE PC GENERAL SUPPORT 1000 2684900 0 14 1348981 525990 1337758 18 6578605 ORDINARY INCOME THROUGH AW JONES & CO 525990 -6877 01 -3714 0 ORDINARY INCOME THROUGH AW JONES ASSOCIATES 525990 -71183 01 -23493 0 ORDINARY INCOME THROUGH EDENROC SCIENCES, LLC 525990 -253982 01 0 0 IRS REFUND 01 101000 0 1005716 8001379 0 9007095 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23970 11985 0 11985 H&W MID CAP VALUE FUND 490714 973852 H&W VALUE OPP FUND 590567 918608 REDWOOD TRUST INC 1118431 653000 ADVERIUM BIOTECHNOLOGIES 78970 10274 4D MOLECULAR THERAPEUTICS INC 11800 11140 A.W. 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