2025-03-18T08:34:31-05:00 2024-08-31 871353108 EISNER ADVISORY GROUP LLC 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 990PF 2023-09-01 133385066 THE SHUCH FAMILY FOUNDATION SHUC 9737230577 1100 SOUTH FLAGLER DRIVE 1001 WEST PALM BEACH FL 33401 ALAN SHUCH TRUSTEE 9737230577 2025-03-16 1 0 DAVID ROER P01457493 5618329292 2023 2025-03-06 01:10:19Z X 733927 X 413002 12413 12413 317782 392971 317782 743197 330195 0 0 0 900 450 450 2500 1250 1250 7000 0 0 10400 1700 1700 176865 176865 187265 1700 178565 555932 328495 15165 37900 37900 3738 199121 199122 162382 143244 496905 181285 380265 733927 0 0 X 197904 197904 0 0 -16619 182361 181285 380265 181285 380265 181285 555932 0 737217 356952 380265 250 SHS OF ISHARES MSCI EMERGING MKTS ETF 2013-01-22 2023-11-14 9839 11163 -1324 -1324 225 SHS OF SPDR EURO STOXX 50 FD ETF 2013-01-22 2023-11-14 10052 7976 2076 2076 200 SHS OF QUALCOMM INC CMN 2024-01-03 2024-01-03 27493 27493 27493 200 SHS OF QUALCOMM INC CMN 2024-01-03 2024-01-16 27922 27922 27922 550 SHS OF QUALCOMM INC CMN 2024-02-14 2024-05-02 98581 98581 98581 4,337 SHS OF SPROUT SOCIAL, INC. CMN 2024-05-03 2024-05-03 129911 26065 103846 103846 2,787 SHS OF SPROUT SOCIAL, INC. CMN 2024-05-03 2024-05-03 83482 26449 57033 57033 190 SHS OF SPROUT SOCIAL, INC. CMN 2024-05-03 2024-05-03 5691 3536 2155 2155 317782 4566 0 4566 0 4566 2244 0 7000 0 9244 98 4580 4580 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A EISNER ADVISORY GROUP LLC 5618329292 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN A SHUCH 1100 SOUTH FLAGLER DRIVE 1001 WEST PALM BEACH FL 33401 TRUSTEE 1.00 0 0 0 DANIEL J SULLIVAN 1100 SOUTH FLAGLER DRIVE 1001 WEST PALM BEACH FL 33401 TRUSTEE 1.00 0 0 0 ERIC A FEDERMAN 1100 SOUTH FLAGLER DRIVE 1001 WEST PALM BEACH FL 33401 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 450489 97487 0 547976 0 0 547976 8220 539756 26988 26988 4566 4566 22422 0 22422 0 22422 178565 0 178565 22422 0 0 286949 352612 292079 343445 320862 1595947 178565 0 0 0 22422 156143 0 0 1752090 0 0 0 0 0 0 286949 1465141 352612 292079 343445 320862 156143 ALAN A SHUCH ALAN A SHUCH X BETH EL TEMPLE OF WEST HARTFORD 2626 ALBANY AVE WEST HARTFORD CT 06117 NONE PC GENERAL SUPPORT 2265 CONGREGATION BETH ISRAEL 1972 NW FLANDERS ST PORTLAND OR 97209 NONE PC GENERAL SUPPORT 3300 CONGREGATION SHIRAT HAYAM 62 CENTRE ST NANTUCKET MA 02554 NONE PC GENERAL SUPPORT 1800 MANDELL JEWISH COMMUNITY CENTER 335 BLOOMFIELD AVE WEST HARTFORD CT 06117 NONE PC GENERAL SUPPORT 25000 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVE NEW YORK NY 10017 NONE PC GENERAL SUPPORT 21100 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 10024 NONE PC GENERAL SUPPORT 25000 PALM BEACH SYNAGOGUE 120 N COUNTY RD PALM BEACH FL 33480 NONE PC GENERAL SUPPORT 19450 THE SOCIETY OF THE FOUR ARTS 100 FOUR ARTS PLAZA PALM BEACH FL 33480 NONE PC GENERAL SUPPORT 40000 THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH ST NW STE 500 WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 10000 MUSEUM OF JEWISH HERITAGE 36 BATTERY PL NEW YORK NY 10280 NONE PC GENERAL SUPPORT 5000 AMERICAN COUNCIL OF TRUSTEES AND ALUMNI 1730 M ST NW WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 10000 JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA 1101 14TH STREET NW SUITE 1030 WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 10000 TEMPLE EMANU-EL 190 N COUNTY RD PALM BEACH FL 33480 NONE PC GENERAL SUPPORT 1950 PACIFIC LINKS FOUNDATION 534 VALLEY WAY MILPITAS CA 95035 NONE PC GENERAL SUPPORT 2000 176865 0 14 12413 18 317782 0 330195 0 330195 0 0 0 0 0 0 0 0 0 0 X X 1 ALAN A SHUCH 1100 SOUTH FLAGLER DRIVE APT 1001 WEST PALM BEACH FL 33401 55176 X X 2 ALAN A SHUCH 1100 SOUTH FLAGLER DRIVE APT 1001 WEST PALM BEACH FL 33401 129812 X X 3 ALAN A SHUCH 1100 SOUTH FLAGLER DRIVE APT 1001 WEST PALM BEACH FL 33401 228014 X X 1 400 SHARES OF QUALCOMM INC. 55176 2024-01-03 2 850 SHARES OF QUALCOMM INC. 129812 2024-02-14 3 7,314 SHARES OF SPROUT SOCIAL, INC. 228014 2024-05-03 ACCOUNTING FEES 2500 1250 1250 THE FOUNDATION IS ADMINISTERED EXCLUSIVELY IN FLORIDA, DOES NOT SOLICIT CONTRIBUTIONS, AND IS, THEREFORE, NOT REQUIRED TO REGISTER OF SUBMIT FILINGS TO THE FLORIDA ATTORNEY GENERAL. MSCI US BROAD MARKET VANGUARD INDEX FUNDS AT COST 84524 347975 MSCI EAFE INDEX ISHARES ETF AT COST 10676 16596 EURO STOXX 50 INDEX FUND AT COST 27474 40711 MSCI EMERGING MARKETS INDEX FUND AT COST 20570 39033 QUALCOMM INC CMN (QCOM) AT COST 0 52590 LEGAL FEES 900 450 450 EXCESS OF FMV OVER DONOR'S COST BASIS OF SECURITIES GIFTED TO THE FOUNDATION 356952 US TREASURY 7000 0 0