2026-09-04T14:06:11-05:00 2025-12-31 871353108 EISNER ADVISORY GROUP LLC 115 FEDERAL STREET SUITE 901 BOSTON MA 02110 990PF 2025-01-01 043406251 THE PETER AND DEBORAH LAMM FOUNDATION R BRADFORD MALT ET AL TRUSTEES PETE 6179517000 CO ROPES GRAY LLP 800 BOYLSTON BOSTON MA 021993600 R BRADFORD MALT TRUSTEE 6179517000 2026-09-04 1 EUGENE BORGONZI P01269879 6172276161 2026-09-04 2025 X 6904589 X 526276 14806 14806 63818 63818 525855 3335365 2713659 0 918 1130755 2793201 0 0 0 4961 2480 2481 32232 31169 1063 1435 189 0 500 0 500 39128 33838 4044 199500 199500 238628 33838 203544 892127 2759363 40180 737451 737451 5461817 3808550 3808550 0 2358588 2358588 5501997 6904589 6904589 0 0 X 5501997 6904589 0 0 0 0 5501997 6904589 5501997 6904589 5501997 892127 510465 6904589 0 6904589 SALE OF PUBLICLY TRADED SECURITIES 3274839 622363 2652476 2652476 FROM CRYSTAL CAPITAL FUND SERIES LLC K-1 657 657 CAPITAL GAINS DIVIDENDS P 60526 60526 60526 2713659 38355 0 38355 0 38355 1709 0 40000 0 41709 0 3354 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N/A PC GENERAL PURPOSES 10000 WNET 825 EIGHTH AVE 14TH FLOOR NEW YORK NY 10019 N/A PC GENERAL PURPOSES 7500 WORLD WILDLIFE FUND INC 1250 24TH ST NW PO BOX 97180 WASHINGTON DC 20090 N/A PC GENERAL PURPOSES 5000 THE CHORUS OF WESTERLY 119 HIGH STREET WESTERLY RI 02891 N/A PC GENERAL PURPOSES 500 WATCH HILL MEMORIAL LIBRARY & IMPROVEMENT SOCIETY PO BOX 1451 WESTERLY RI 02891 N/A PC GENERAL PURPOSES 1000 CONNECTICUT PUBLIC BROADCASTING INC (PBS) 1049 ASYLUM AVE HARTFORD CT 06105 N/A PC GENERAL PURPOSES 2500 THE CARTER CENTER 453 JOHN LEWIS FREEDOM PKWAY NE ATLANTA GA 30307 N/A PC GENERAL PURPOSES 5000 DELTA DELTA DELTA FOUNDATION (TRI DELTA FOUNDATION) 14951 N DALLAS PKWY STE 500 DALLAS TX 75254 N/A PC GENERAL PURPOSES 1000 199500 0 14 14806 14 63818 18 525855 0 604479 0 604479 0 0 0 0 0 0 0 0 0 0 X X 1 PETER AND DEBORAH LAMM 29 OCEAN VIEW HIGHWAY WESTERLY RI 02891 526276 X X 1 200 SHS ALPHABET INC CL C 60750 2025-12-18 1 200 SHS ALPHABET INC CL A 60492 2025-12-18 1 73 SHS CROWDSTRIKE HLDGS INC CL A 34840 2025-12-18 1 300 SHS MICROSOFT CORP 145194 2025-12-18 TAX PREPARATION 4961 2480 2481 COMPENSATION OF A DISQUALIFIED PERSON FORM 990-PF, PART VI-B, LINE 1(A)(4) PAYMENTS IN THE AMOUNT OF $2,125 WERE MADE TO ROPES & GRAY LLP, 800 BOYLSTON STREET, BOSTON, MA 02199-3600 FOR TAX REVIEW SERVICES PROVIDED BY THE FIRM. R. BRADFORD MALT SERVES AS A TRUSTEE OF THE FOUNDATION AND IS A RETIRED PARTNER OF THE LAW FIRM HAVING APPROXIMATELY 300 ACTIVE PARTNERS. INVESTMENTS - CORPORATE STOCK FORM 990-PF, PART II, LINE 10B ALL OF THE SECURITIES ON STATEMENT 7 ARE VALUED AT FMV. 1,200 SHS INTUIT 794904 794904 2,401 SHS JP MORGAN CHASE & CO 773650 773650 222 SHS ALPHABET INC CL C 69664 69664 330 SHS ALPHABET INC CL A 103290 103290 137 SHS AMAZON.COM 31622 31622 89 SHS APPLE INC 24196 24196 90 SHS BROADCOM INC 31149 31149 143 SHS CROWDSTRIKE HOLDINGS INC CL A 57657 57657 387 SHS META PLATFORMS INC CL A 255455 255455 1,080 SHS FREEPORT-MCMORAN INC 54853 54853 12 SHS HOME DEPOT INC 4129 4129 353 SHS MICROSOFT CORP 170718 170718 280 SHS MORGAN STANLEY 49708 49708 6,750 SHS NVIDIA CORPORATION 1258875 1258875 459 SHS PALO ALTO NETWORKS INC 84548 84548 212 SHS WALMART INC 23619 23619 135 SHS STRATEGY INC CL A 20513 20513 9,104.359 SHS ARTISAN FOCUSED FUND ADVISOR FMV 227882 227882 6,378.263 SHS ARTISAN INTERNATIONAL ADV FMV 189115 189115 593.983 SHS BARON ASSET FUND INSTL FMV 57040 57040 1,236.363 SHS DFA US SMALL CAP PORTFOLIO INSTL FMV 64637 64637 12,246.328 SHS DODGE & COX GLOBAL STOCK FMV 193615 193615 1,071.971 SHS FPA QUEENS ROAD SM CAP VALUE INSTL FMV 45366 45366 2,307.099 SHS JOHN HANCOCK DISCPLN VALUE MID CAP FMV 63376 63376 16,319.936 SHS BLACKROCK STRATEGIC INCOME OPPRTSI INSTL FMV 159446 159446 9,917.591 SHS LORD ABBETT INVESTMT GRADE FLOATING RT I FMV 101557 101557 7,730.892 SHS PERFORMANCE TRUST TOTAL RETURN BND INST FMV 153768 153768 78 SHS SPDR S&P500 ETF TRUST FMV 53190 53190 273 SHS VANGUARD INDEX FDS VANGUARD VALUE ETF FMV 52140 52140 3,346 SHS VANGUARD SCOTTSDALE FUNDS SHORT-TERM ETF FMV 196511 196511 8,089 SHS ISHARES BITCOIN TRUST ETF FMV 401619 401619 CRYSTAL CAPITAL FUND SERIES LLC FMV 399326 399326 STATE FILING FEE 500 0 500 FROM CRYSTAL CAPITAL FUND SERIES LLC K-1 918 UNREALIZED GAIN ON INVESTMENTS 510465 INVESTMENT MANAGEMENT FEES 30107 30107 0 TAX REVIEW FEES 2125 1062 1063 FOREIGN TAXES PAID ON INVESTMENTS 177 189 0 FEDERAL EXCISE TAXES 1258 0 0