2024-05-14T15:53:18-05:00 2023-12-31 871353108 EISNER ADVISORY GROUP LLC 175 BROADHOLLOW ROAD SUITE 250 MELVILLE NY 11747 990PF 2023-01-01 133608916 THE YASPAN-UNTERBERG FOUNDATION INC C/O LISA SHAPIRO YASP 9259979096 933 21ST STREET 6 SANTA MONICA CA 90403 LISA SHAPIRO PRESIDENT 9259979096 2024-05-14 1 LISA SHAPIRO 999009999 0 KENNETH LINDENBAUM P00049072 5162289000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1211448 X X 29340 29340 35503 239566 35503 64843 64843 0 0 0 4527 2264 2263 4000 2000 2000 7147 3448 3699 15674 7712 7962 181760 181760 197434 7712 189722 -132591 57131 68694 77285 77285 10132 12901 12901 459201 394232 667409 521293 443311 453853 1059320 927729 1211448 0 0 X 0 0 0 0 1059320 927729 1059320 927729 1059320 927729 1059320 -132591 1000 927729 0 927729 VANGUARD TOTAL INTERNATIONAL STOCK ADM P 2023-01-11 1926 2258 -332 -332 VANGUARD TOTAL INTERNATIONAL STOCK ADM P 2023-01-11 23074 19093 3981 3981 ISHARES S&P 500 P 2023-01-11 34328 18923 15405 15405 DODGE & COX INCOME P 2023-01-11 15500 18512 -3012 -3012 BAIRD CORE PLUSBOOD P 2023-01-11 9100 11025 -1925 -1925 ISHARES TR S&P MIDCAP P 2023-01-11 5801 5138 663 663 PIONEER STRATEGIC INCOME P 2023-01-11 3500 4267 -767 -767 DIAMOND HILL SHORT DURATION TOTAL RET I P 2023-01-11 3600 3821 -221 -221 ISHARES S&P SMALLCAP 600 P 2023-01-11 2472 1989 483 483 PIONEER STRATEGICINCOME P 2023-05-01 37352 45733 -8381 -8381 ISHARES S&P 500 P 2023-10-24 72413 38919 33494 33494 BAIRD CORE PLUSBOOD P 2023-10-24 5803 6210 -407 -407 BAIRD CORE PLUSBOOD P 2023-10-24 11697 15138 -3441 -3441 VANGUARD TOTAL INTERNATIONAL STOCK ADM P 2023-10-24 3033 3274 -241 -241 VANGUARD TOTAL INTERNATIONAL STOCK ADM P 2023-10-24 5967 5566 401 401 DIAMOND HILL SHORT DURATION TOTAL RET I P 2023-10-24 4000 4197 -197 -197 35503 794 0 794 0 794 2288 0 0 0 2288 0 1494 1494 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A LISA SHAPIRO 9259979096 933 21ST STREET APT 6 SANTA MONICA CA 90403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA SHAPIRO 933 21ST STREET APT 6 SANTA MONICA CA 90403 DIRECTOR, PRESIDENT 1.00 0 0 0 ANDREW YASPAN 2706 N 67TH STREET MILWAUKEE WI 53210 DIRECTOR, TREASURER 1.00 0 0 0 JAMIE MIETH 11 LOVERS LANE SOUTHBOROUGH MA 01772 DIRECTOR, SECRETARY 1.00 0 0 0 COREY YASPAN 1671 RUE DE TRUST ERIE CO 80516 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1114708 81228 0 1195936 0 0 1195936 17939 1177997 58900 58900 794 794 58106 0 58106 0 58106 189722 0 189722 58106 0 0 121988 146675 96782 129579 147241 642265 189722 0 0 0 58106 131616 0 0 773881 0 0 0 0 0 0 121988 651893 146675 96782 129579 147241 131616 X ACLU FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE PUBLIC CHARITY GENERAL 300 ALZHEIMERS ASSOCIATION 5900 WILSHIRE BLVD STE 1100 LOS ANGELES CA 90036 NONE PUBLIC CHARITY GENERAL 2500 AMERICAN JEWISH WORLD SERVICES 45 WEST 36TH STREET NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL 500 ANTI DEFAMATION LEAGUE 605 3RD AVENUE NEW YORK NY 10158 NONE PUBLIC CHARITY GENERAL 100 ASPCA 424 E 92ND STREET NEW YORK NY 10128 NONE PUBLIC CHARITY GENERAL 300 AVIATION WOMEN INSPIRING NEXTGEN PO BOX 4163 MARYVILLE TN 37802 NONE PUBLIC CHARITY GENERAL 3000 BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY 10 MIDLAND AVE PORT CHESTER NY 10573 NONE PUBLIC CHARITY GENERAL 5000 BLYTHESDALE CHILDRENS HOSPITAL 95 BRADHURST AVENUE VALHALLA NY 10595 NONE PUBLIC CHARITY GENERAL 2000 BRADY CENTER 840 FIRST STREET NE SUITE 400 WASHINGTON DC 20002 NONE PUBLIC CHARITY GENERAL 200 CATROCK VENTURES INC 2876 CLAFIN AVE BRONX NY 10468 NONE PUBLIC CHARITY GENERAL 2000 CMT483 RESEARCH FOUNDATION 77 GARDEN ROAD SCARSDALE NY 10583 NONE PUBLIC CHARITY GENERAL 500 COMMON CAUSE 805 15TH ST NW STE 800 WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL 300 CROHN'S & COLITIS FOUNDATION 733 THIRD AVENUE SUITE 510 NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL 500 CURE SMA 925 BUSSE ROAD ELK GROVE VILLAGE IL 60007 NONE PUBLIC CHARITY GENERAL 4500 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 2ND FL NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL 3000 DRISTI NEPAL INC 4730 LA VILLA MARINA MARINA DEL REY CA 90292 NONE PUBLIC CHARITY GENERAL 1000 DYSAUTONOMIA FOUNDATION 315 W 39TH STREET SUITE 701 NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL 1000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20009 NONE PUBLIC CHARITY GENERAL 300 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 NONE PUBLIC CHARITY GENERAL 500 GAVIN FARRELL FOUNDATION 140 W 79TH STREET PH B NEW YORK NY 10024 NONE PUBLIC CHARITY GENERAL 1000 HANAN REFUGEES RELIEF GROUP 3927 S HOWELL AVENUE SUITE 103 MILWAUKEE WI 53207 NONE PUBLIC CHARITY GENERAL 500 HILLEL OF BROWARD AND PALM BEACH 777 GLADES RD BLDG LY-3A BOCA RATON FL 33431 NONE PUBLIC CHARITY GENERAL 20000 HOLOCAUST MUSEUM LA 100 THE GROVE DRIVE LOS ANGELES CA 90036 NONE PUBLIC CHARITY GENERAL 100 INTERNATIONAL INSTITUTE OF WISCONSIN 1110 N DR MARTIN LUTHER KING JR DRIVE STE 420 MILWAUKEE WI 53203 NONE PUBLIC CHARITY GENERAL 500 JEWISH AGENCY FOR ISRAEL - NORTH AMERICA 633 THIRD AVENUE 21TH FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL 5000 JEWISH FEDERATION - LA 6505 WILSHIRE BLVD LOS ANGELES CA 90048 NONE PUBLIC CHARITY GENERAL 5000 JEWISH FEDERATION - SPBC 300 GRAND AVENUE OAKLAND CA 94610 NONE PUBLIC CHARITY GENERAL 25000 JEWISH NATIONAL FUND 42 E 69TH ST NEW YORK NY 10021 NONE PUBLIC CHARITY GENERAL 7500 JVS SOCAL 6505 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90048 NONE PUBLIC CHARITY GENERAL 1000 LETS GET READY 50 BROADWAY SUITE 806 NEW YORK NY 10004 NONE PUBLIC CHARITY GENERAL 5000 LOS ANGELES REGIONAL FOOD BANK 1734 EAST 41ST STREET LOS ANGELES CA 90058 NONE PUBLIC CHARITY GENERAL 2000 MAKE THE ROAD 301 GROVE STREET BROOKLYN NY 11237 NONE PUBLIC CHARITY GENERAL 1000 MAKE-A-WISH AMERICA 1702 E HIGHLAND AVE SUITE 400 PHOENIX AZ 85016 NONE PUBLIC CHARITY GENERAL 300 MICHAEL J FOX FOUNDATION GRAND CENTRAL STATION PO BOX 4777 NEW YORK NY 10163 NONE PUBLIC CHARITY GENERAL 1000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DRIVE RESTON VA 20190 NONE PUBLIC CHARITY GENERAL 200 NCJW- PENINSULA SECTION 342 CENTRAL AVE LAWRENCE NY 11559 NONE PUBLIC CHARITY GENERAL 3000 NCJW 241 W 72ND ST NEW YORK NEW YORK NY 10023 NONE PUBLIC CHARITY GENERAL 3000 NEW ROCHELLE HUMANE SOCIETY 70 PORTMAN RD NEW ROCHELLE NY 10801 NONE PUBLIC CHARITY GENERAL 500 PALISADES PRIDE 15330 ANTIOCH ST PACIFIC PALISADES CA 90272 NONE PUBLIC CHARITY GENERAL 1000 PLANNED PARENTHOOD FEDERATION 123 WILLIAM ST NEW YORK NY 10038 NONE PUBLIC CHARITY GENERAL 1100 RESILIENT PALISADES 643 MUSKINGUM AVE PACIFIC PALISADES CA 90272 NONE PUBLIC CHARITY GENERAL 1000 SAFEHORIZON 2 LAFAYETTE STREET 3RD FLOOR NEW YORK NY 10007 NONE PUBLIC CHARITY GENERAL 1000 SCARSDALE VOLUNTEER AMBULANCE 5 WEAVER STREET SCARSDALE NY 10583 NONE PUBLIC CHARITY GENERAL 1000 SIERRA CLUB 2101 WEBSTER ST SUITE 1300 OAKLAND CA 94612 NONE PUBLIC CHARITY GENERAL 200 SOJOURNER FAMILY PEACE CENTER 619 W WALNUT STREET MILWAUKEE WI 53212 NONE PUBLIC CHARITY GENERAL 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE PUBLIC CHARITY GENERAL 100 SPCA OF WESTCHESTER 590 NORTH STATE ROAD BRIARCLIFF MANOR NY 10510 NONE PUBLIC CHARITY GENERAL 500 SPCALA 5026 W JEFFERSON BLVD LOS ANGELES CA 90016 NONE PUBLIC CHARITY GENERAL 100 TEMPLE BNAI SHALOM 15 FERN RD EAST BRUNSWICK NJ 08816 NONE PUBLIC CHARITY GENERAL 5500 TEMPLE KOL TIKVAH 20400 VENTURA BLVD WOODLAND HILLS CA 91364 NONE PUBLIC CHARITY GENERAL 360 TEMPLE SINAI 120 HARBOR HILL ROAD EAST HILLS NY 11577 NONE PUBLIC CHARITY GENERAL 21000 THE HUMANE SOCIETY OF THE US 1255 23RD STREET NW WASHINGTON DC 20037 NONE PUBLIC CHARITY GENERAL 300 THE RUBIN MUSEUM OF ART 150 W 17TH ST NEW YORK NY 10011 NONE PUBLIC CHARITY GENERAL 1500 UJA FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 NONE PUBLIC CHARITY GENERAL 32000 WHITE PLAINS HOSPITAL 41 EAST POST ROAD WHITE PLAINS NY 10601 NONE PUBLIC CHARITY GENERAL 2500 ZEFFY-MKF 621 N BROAD STREET 206 MIDDLETOWN DE 19709 NONE PUBLIC CHARITY GENERAL 2500 181760 0 14 29340 18 35503 0 64843 0 64843 0 0 0 0 0 0 0 0 0 0 EISNER ADVISORY GROUP LLC 4000 2000 2000 INVESCO TAXABLE 65407 53470 ISHARES CORE S&P SMALL 30042 41568 ISHARES CORE S&P MID CAP 67464 83699 ISHARES CORP S&P 500 217382 471898 VANGUARD FTSE DEVELOPED 5974 8143 VANGUARD FTSE EMERGING 7963 8631 BAIRD CORE PLUS BD INTEREST AT COST 104429 92749 DIAMOND HILL SHORT DUR S AT COST 35563 34248 DODGE & COX INCOME AT COST 124925 107798 NEUBERGER BERMAN STRATEGIC INCOME I AT COST 37210 37973 VANGUARD TOTAL INTL STK AT COST 141184 181085 SCHWARTZ SLADKUS REICH GREENBERG 4527 2264 2263 NYS FILING FEE 250 0 250 BANK FEE 75 37 38 INVESTMENT FEE 6822 3411 3411 PRIOR YEAR GRANTS RETURNED 1000