2026-05-07T10:07:44-05:00 2025-12-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990PF 2025-01-01 237450437 MESNIKOFF FOUNDATION C/O ANN R MESNIKOFF-CRYSTAL MESN 2023758296 813 A STREET NE WASHINGTON DC 20002 ANN MESNIKOFF-CRYSTAL DIRECTOR 2023758296 2026-05-05 1 PETER KUTNER P00446949 2129498700 2025 2025-03-06 01:10:19Z X 1392158 X X 25055 25055 186984 729513 186984 212039 212039 0 0 0 141 0 0 5916 5666 0 6057 5666 0 125000 125000 131057 5666 125000 80982 206373 48273 7079 7079 294686 0 0 489505 906367 1385079 832464 913446 1392158 0 0 X 832464 913446 832464 913446 832464 913446 832464 80982 0 913446 0 913446 AT MID CAP EQUITY INSTITUTIONAL 2024-01-02 2025-03-14 19985 17456 2529 2529 NEUBURGER BERMAN EQUITY INCOME 2024-01-02 2025-03-14 93468 73869 19599 19599 PIMCO INVST GRADE CREDIT BOND FUND 2024-01-02 2025-03-14 289928 297426 -7498 -7498 VANGUARD SMALL CAP INDEX ADMIRAL 2024-01-02 2025-03-14 65856 61914 3942 3942 AT DISCIPLINED EQUITY INSTITUTIONAL 2024-01-02 2025-04-24 39985 33458 6527 6527 AT DISCIPLINED EQUITY INSTITUTIONAL 2024-01-02 2025-12-17 79985 23673 56312 56312 AT MID CAP EQUITY INSTITUTIONAL 2024-01-02 2025-12-17 9985 5360 4625 4625 VANGUARD INTERMED TERM INVST GR ADMINAL 2024-01-02 2025-12-17 29985 29373 612 612 CAPITAL GAINS DIVIDENDS P 100336 100336 100336 186984 2869 0 2869 0 2869 1143 0 0 0 1143 X 4 1730 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A ANN R MESNIKOFF-CRYSTAL 2023758296 813 A STREET NE WASHINGTON DC 20002 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOEL MESNIKOFF 813 A STREET NE WASHINGTON DC 20002 DIRECTOR 5.00 0 0 0 RACHEL MESNIKOFF GUGGENHEIM 813 A STREET NE WASHINGTON DC 20002 DIRECTOR 5.00 0 0 0 STEVEN GUGGENHEIM 813 A STREET NE WASHINGTON DC 20002 DIRECTOR 5.00 0 0 0 ANN MESNIKOFF CRYSTAL 813 A STREET NE WASHINGTON DC 20002 DIRECTOR 5.00 0 0 0 HOWARD CRYSTAL 813 A STREET NE WASHINGTON DC 20002 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 EDUCATIONAL AND ENVIRONMENTAL CAUSES 0 NONE 0 0 0 1403854 42495 0 1446349 0 0 1446349 21695 1424654 71233 71233 2869 2869 68364 0 68364 0 68364 125000 0 125000 68364 0 0 16630 50161 32847 99638 125000 0 0 0 68364 56636 0 0 156274 0 0 0 0 0 0 0 156274 16630 50161 32847 56636 X ADVOCATES FOR COMMUNITY ALTERNATIVES 341 W 24TH ST APT 21C NEW YORK NY 10011 NONE PC EDUCATIONAL 4000 ALAMEDA COUNTY COMMUNITY FOODBANK PO BOX 2599 OAKLAND CA 94614 NONE PC EDUCATIONAL 15000 CAPITOL AREA FOOD BANK 645 TAYLOR STREET NE WASHINGTON DC 20017 NONE PC EDUCATIONAL 15000 CAPITOL HILL COMMUNITY FOUNDATION 419 EAST CAPITOL STREET WASHINGTON DC 20003 NONE PC EDUCATIONAL 3500 DEMOCRACY FORWARD PO BOX 34553 WASHINGTON DC 20043 NONE PC EDUCATIONAL 3000 DISABILITY RIGHTS INTERNATIONAL 1825 K ST NW 600 WASHINGTON DC 20006 NONE PC EDUCATIONAL 3000 EAST BAY SPCA 8323 BALDWIN STREET OAKLAND CA 94621 NONE PC EDUCATIONAL 6000 FRIENDS OF OAKLAND ANIMAL SERVICES PO BOX 3132 OAKLAND CA 94609 NONE PC EDUCATIONAL 1500 GOOD NEIGHBORS CAPITAL HILL 212 EAST CAPITAL STREET NE WASHINGTON DC 20003 NONE PC EDUCATIONAL 6000 HEBREW IMMIGRATION AID SOCIETY 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 NONE PC EDUCATIONAL 12000 HUMANE RESCUE ALLIANCE 7319 GEORGIA AVENUE NW WASHINGTON DC 20012 NONE PC EDUCATIONAL 6000 KIDS CONNECTION HAITI 1372 S CAROLINA AVE SE WASHINGTON DC 20003 NONE PC EDUCATIONAL 3000 KIDS OF KATMANDU 184 KENT AVE A-202 BROOKLYN NY 11249 NONE PC EDUCATIONAL 4000 LAKE MERRITT INSTITUTE 568 BELLEVUE AVENUE OAKLAND CA 94610 NONE PC EDUCATIONAL 3000 MAZON PO BOX 96119 WASHINGTON DC 20090 NONE PC EDUCATIONAL 15000 OPEN MEDICINE FOUNDATION - HARVARD RESEARCH 29302 LARO DRIVE AGOURA HILLS CA 91301 NONE PC EDUCATIONAL 13000 OXFAM AMERICA (YEMEN AND REFUGEE CRISIS) 226 CAUSEWAY STREET BOSTON MA 02114 NONE PC EDUCATIONAL 10000 RURAL DOG RESCUE 105 PARKS ROAD CHESTER MD 21619 NONE PC EDUCATIONAL 2000 125000 0 14 25055 14 186984 0 212039 0 212039 3&4 THE INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S 7&8 EDUCATIONAL AND ENVIRONMENTAL PROTECTION GOALS. 0 0 0 0 0 0 0 0 0 0 NONE 0 MUTUAL FUNDS FMV 856318 1334195 EXCHANGE TRADED FUNDS FMV 50049 50884 INVESTMENT ADVISORY FEES 5666 5666 0 REGISTRATION FEES 250 0 0 FEDERAL EXCISE TAX 141 0 0