2025-04-17T13:36:31-05:00 2024-12-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990PF 2024-01-01 136068230 J ARON CHARITABLE FOUNDATION INC JARO 2128326644 100 JERICHO QUADRANGLE 214 JERICHO NY 11753 AILEEN L GOLDBERG TREASURER AND DIRECTOR 2128326644 2025-04-17 1 1 CINDY FEDER P01342030 2129498700 2024 2025-03-06 01:10:19Z X 8608951 X 5000 15434 15434 166917 166917 281369 2105409 281369 468720 463720 0 0 0 22044 0 22044 33600 16800 16800 31000 31000 0 5782 282 0 164436 114240 50196 256862 162322 89040 273750 273750 530612 162322 362790 -61892 301398 210168 34829 34829 770607 560180 560180 370127 341764 348268 2920395 3408827 7228153 567272 431077 437521 4838569 4776677 8608951 0 0 X 4838569 4776677 4838569 4776677 4838569 4776677 4838569 -61892 0 4776677 0 4776677 MARKETABLE SECURITIES 2105409 1824040 281369 281369 281369 4189 0 4189 0 4189 6390 0 0 0 6390 0 2201 2201 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A AILEEN L GOLDBERG 2128326644 100 JERICHO QUAD SUITE 214 JERICHO NY 117530000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERIKA ARON 100 JERICHO QUARDRANGLE SUITE 214 JERICHO NY 11753 PRESIDENT AND DIRECTOR 1.00 0 0 0 SEAN P ARON 100 JERICHO QUARDRANGLE SUITE 214 JERICHO NY 11753 FIRST VICE-PRESIDENT AND DIRECTOR 1.00 0 0 0 ROBERT ARON 100 JERICHO QUARDRANGLE SUITE 214 JERICHO NY 11753 SECOND VICE-PRESIDENT AND DIRECTOR 1.00 0 0 0 CHARLES R SCHULMAN 100 JERICHO QUARDRANGLE SUITE 214 JERICHO NY 11753 SECRETARY AND DIRECTOR 1.00 0 0 0 AILEEN L GOLDBERG 100 JERICHO QUARDRANGLE SUITE 214 JERICHO NY 11753 TREASURER AND DIRECTOR 1.00 0 0 0 HANS G JEPSON 100 JERICHO QUARDRANGLE SUITE 214 JERICHO NY 11753 DIRECTOR 1.00 0 0 0 ETTA BRANDMAN 100 JERICHO QUARDRANGLE SUITE 214 JERICHO NY 11753 DIRECTOR 1.00 0 0 0 ROSANNE DISPIRITO 100 JERICHO QUARDRANGLE SUITE 214 JERICHO NY 11753 ASSISTANT TREASURER 1.00 0 0 0 NONE 0 LAFAYETTE ENTERPRISES INC 100 JERICHO QUADRANGLE SUITE 214 JERICHO NY 11753 SUPPORT SERVICES 163200 0 0 7897953 513740 0 8411693 0 0 8411693 126175 8285518 414276 414276 4189 4189 410087 0 410087 0 410087 362790 0 362790 410087 0 0 332887 349671 332141 281401 119639 1415739 362790 0 0 0 362790 0 47297 47297 1368442 0 0 0 0 0 0 285590 1082852 349671 332141 281401 119639 X 211 PALM BEACH TREASURE COAST INC PO BOX 3588 LANTANA FL 33465 NONE PC GENERAL USE 5000 AMERICAN RED CROSS - PALM BEACH CHAPTER 1250 NORTHPOINT PARKWAY WEST PALM BEACH FL 33407 NONE PC GENERAL USE 25000 ARTIS-NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC GENERAL USE 50000 COMMUNITY SCHOOL OF NAPLES INC 13275 LIVINGSTON ROAD NAPLES FL 34109 NONE PC GENERAL USE 25000 MARYMOUNT SCHOOL OF NEW YORK 1026 FIFTH AVENUE NEW YORK NY 10028 NONE PC GENERAL USE 10000 MCA EDUCATIONAL ACTIVITIES INC 2 RAILROAD AVENUE 239 GLYNDON MD 210717514 NONE PC GENERAL USE 25000 NATIONAL FOOTBALL FOUNDATION AND COLLEGE HALL OF FAME INC COLLIER COUNTY CHAPTER 3951 GULF SHORE BLVD N STE 101 NAPLES FL 34103 NONE PC GENERAL USE 10000 PALM BEACH NAVY SEAL EVENING OF TRIBUTE INC 277 POINCIANNA WAY PALM BEACH FL 33480 NONE PC GENERAL USE 5000 PARRISH ART MUSEUM 279 MONTAUK HIGHWAY WATER MILL NY 11976 NONE PC GENERAL USE 8750 SAINT DAVIDS SCHOOL 12 EAST 89TH STREET NEW YORK NY 101280678 NONE PC GENERAL USE 10000 TULANE UNIVERSITY SCHOOL OF MEDICINE 1430 TULANE AVENUE NEW ORLEANS LA 70112 NONE PC GENERAL USE 50000 YALE NEW HAVEN HOSPITAL (YALE UNIVERSITY CANCER CENTER) 333 CEDAR STREET FMP 130 PO BOX BOX 208032 NEW HAVEN CT 065200000 NONE PC GENERAL USE 50000 273750 0 14 15434 14 166917 18 281369 0 463720 0 463720 0 0 0 0 0 0 0 0 0 0 X X 1 AMY G POSTER 40 E 88TH STREET NEW YORK NY 101281176 5000 X EISNERAMPER LLP 29400 14700 14700 EISNER ADVISORY GROUP LLC 4200 2100 2100 FORM 990-PF, PART VI-B, LINE 1(A)4 AND PART VII AGREEMENT WITH MANAGEMENT COMPANY:THE FOUNDATION HAS AN AGREEMENT WITH A MANAGMENT COMPANY, WHICH IS OWNED BY CERTAIN MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION, FOR REASONABLE AND NECESSARY SERVICES PROVIDED WHICH ARE NEEDED TO ACCOMPLISH THEIR MISSION. THE MANAGEMENT COMPANY DOES NOT COMPENSATE ANY OF THE INDIVIDUAL BOARD MEMBERS OR OFFICERS FOR THE SERVICES PROVIDED TO THE FOUNDATION. AMAZON.COM INC. 4.550%, DUE 12/1/2027 30012 30180 AMERICAN TOWER CORP 3.375%, DUE 10/15/2026 37528 39070 AUTODESK INC. 4.375%, DUE 6/15/2025 29870 29947 DOLLAR TREE INC. 4.000%, DUE 5/15/2025 29510 29888 GLOBAL PAYMENTS INC. 2.650%, DUE 2/15/2025 39943 40073 HCA INC. 5.250%, DUE 4/15/2025 30024 30030 LOWES COS INC. 3.375%, DUE 9/15/2025 29077 29716 NEXTERA ENERGY CAPITAL HOLDINGS INC. 4.450%, DUE 6/20/2025 29556 29950 T-MOBILE USA INC. 3.500%, DUE 4/15/2025 38923 39819 VMWARE LLC 4.500%, DUE 5/15/2025 29613 29957 WEC ENERGY GROUP INC. 4.750%, DUE 1/9/2026 29811 30015 WORKDAY INC. 3.500%, DUE 4/1/2027 38388 38991 ZIMMER BIOMET HOLDINGS INC. 3.550%, DUE 4/1/2025 38822 39885 AMPHENOL CORP CL A 21535 812565 BROOKFIELD CORP. 175773 285814 CME GROUP INC. 128532 550385 KEURIG DR. PEPPER INC. 280109 295504 MICROSOFT CORP. 414098 569025 MOODYS CORP. 42880 733723 MSCI INC. CL A 83524 540009 NEXTERA ENERGY INC. 294829 427989 NIKE INC. 261422 260305 SALESFORCE INC. 216046 300897 SYNOPSYS INC. 379782 342179 THERMO FISHER SCIENTIFIC INC. 250208 260115 VERISK ANALYTICS, INC. CL A 57448 599060 VISA INC. CL A 298120 478801 ZOETIS INC. CL A 57951 317714 BANK OF AMERICA CORP. PREFERRED STOCK 138909 142290 CITIGROUP INC. PREFERRED STOCK 167584 170103 JPMORGAN CHASE & CO. PREFERRED STOCK 140077 141675 341764 348268 0 0 PATTERSON BELKNAP WEBB & TYLER 22044 0 22044 PROFESSIONAL SUPPORT SERVICES 163200 114240 48960 NEW YORK STATE FILING FEES 250 0 250 COMPUTER SOFTWARE 922 0 922 OTHER BUSINESS EXPENSES 64 0 64 NEUBERGER BERMAN - INVESTMENT ADVISORY FEES 31000 31000 0 FEDERAL EXCISE TAXES PAID 5500 0 0 FOREIGN TAXES PAID 282 282 0