2025-04-08T16:26:51-05:00 2024-12-31 871353108 EISNER ADVISORY GROUP LLC 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990PF 2024-01-01 821931224 AARON PRICE FELLOWS FOUNDATION AARO 8585512316 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 JEFF FISHER CFO 8585512316 2025-04-03 1 1 BRANDON SMITH P01389959 8585589200 2024 2025-03-06 01:10:19Z X 23474087 X 10000 X 856497 856497 856497 112218 112218 112218 0 13058900 0 0 978715 968715 968715 0 0 0 0 572018 0 0 572018 128381 0 0 128381 435 87 87 348 5250 1050 1050 4200 81400 16280 16280 65120 63185 0 0 44789 64109 0 0 64109 468128 0 0 468128 1382906 17417 17417 1347093 0 0 1382906 17417 17417 1347093 -404191 951298 951298 237398 123152 123152 33236 25722 33236 33236 16163962 13317856 13445811 4139338 6688438 9871888 20566420 20162682 23474087 474 927 474 927 X 20565946 20161755 20565946 20161755 20566420 20162682 20565946 -404191 0 20161755 0 20161755 110,000 US TSY NOTE 2023-08-02 2024-02-15 110000 110000 0 0 75,000 US TSY NOTE 2023-06-14 2024-01-16 75000 75000 0 0 4,801,000 US TSY NOTE 2023-12-04 2024-12-02 4801000 4801000 0 0 75,000 US TSY NOTE 2024-01-12 2024-11-15 75000 75000 0 0 1,785,500 US TSY NOTE 2023-02-16 2024-02-15 1785500 1785500 0 0 4,400,800 US TSY NOTE 2024-01-17 2024-12-02 4400800 4400800 0 0 1,811,600 US TSY NOTE 2023-02-16 2024-08-15 1811600 1811600 0 0 0 0 13223 0 13223 0 13223 17045 0 0 0 17045 0 3822 3822 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 1 0 0 0 1 N/A JEFF FISHER 8585512316 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ROBERT E PRICE 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 CHAIR & PRESIDENT 2.00 0 0 0 SHERRY BAHRAMBEYGUI 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 DIRECTOR 2.00 0 0 0 ALLISON PRICE 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 VICE CHAIR & VICE PRESIDENT 2.00 0 0 0 DAVID PRICE 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 DIRECTOR & AUDIT COMMITTEE CHAIR 2.00 0 0 0 SARAH PRICE KEATING 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 DIRECTOR 2.00 0 0 0 REBECCA PRICE BREWER 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 DIRECTOR 2.00 0 0 0 JEFF FISHER 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 CHIEF FINANCIAL OFFICER 4.00 0 0 0 SOPHIE BERNABE 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 SECRETARY 4.00 0 0 0 ANNIE LYLES 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 EXECUTIVE DIRECTOR 40.00 180000 45356 0 HIEN IHDE 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 PROGRAM MANAGER 40.00 105000 37515 0 KARLA LARA ZUNIGA 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 PROGRAM MANAGER 40.00 80000 18274 0 TK DODDS 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 ADMINISTRATIVE ASSIS 40.00 55211 7882 0 0 THE PRICE GROUP LLC 7777 FAY AVE SUITE 300 LA JOLLA CA 92037 MANAGEMENT FEE 71600 0 THE AARON PRICE FELLOWS PROGRAM (SEE STATEMENT 13) 1347093 0 22655566 291029 6131 22952726 0 0 22952726 344291 22608435 1130422 X 1347093 0 1347093 2017-06-06 X 951298 378865 459548 397825 2187536 808603 322035 390616 338151 1859406 1347093 1222034 1140482 988159 4697768 0 0 0 0 0 1347093 1222034 1140482 988159 4697768 0 0 753615 729981 759985 758282 3001863 0 0 0 0 X 0 0 14 856497 14 112218 18 0 968715 0 968715 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5250 1050 1050 4200 PAYMENTS TO DISQUALIFIED PERSONS FORM 990-PF, PART VI-B, LINE 1A(4) DURING THE REPORTING PERIOD, THE ORGANIZATION PAID MANAGEMENT FEES TO THE PRICE GROUP, LLC. CERTAIN MEMBERS OF THE PRICE GROUP, LLC ARE ALSO DIRECTORS AND OFFICERS OF THE ORGANIZATION. NO COMPENSATION IS PAID DIRECTLY FROM THE ORGANIZATION TO THE MEMBERS OF THE PRICE GROUP, LLC. INSTEAD, CERTAIN MEMBERS ARE COMPENSATED FROM THE LLC. MANAGEMENT SERVICES RENDERED TO THE ORGANIZATION WERE MADE ON A BASIS NO MORE FAVORABLE THAN ON WHICH SUCH SERVICES ARE PROVIDED IN THE MARKETPLACE. SEE IRC SECTION 4941(D)(2)(D). GRANTS FOR TRAVEL AND STUDY FORM 990-PF, PART VI-B, LINE 5A(3) THE ORGANIZATION PAYS STIPENDS AND SCHOLARSHIPS TO STUDENTS AS PART OF THE AARON PRICE FELLOWS PROGRAM, WHICH WAS APPROVED BY THE IRS WITH A REVENUE RULING DATED SEPTEMBER 28, 1992. THE ORGANIZATION ALSO PAYS STIPENDS FOR FELLOWS FOR ATTENDANCE AT PROGRAMS. THESE PROGRAMS DO NOT CONSTITUTE A TAXABLE EXPENDITURE AS THEY ARE IN ACCORDANCE WITH IRC SECTION 4945(G). THE FOLLOWING SCHOLARSHIPS WERE GRANTED IN 2024:CALIFORNIA STATE UNIVERSITY, CHICO:KAYLA RUTHVEN - $2,500 FOR JACQUELINE SHERMAN RUSTIN PERSEVERANCE AWARDSTIPENDS FOR ATTENDANCE AT PROGRAMS TOTALING $74,415 WERE PAID DURING 2024. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART VIII-A, LINE 1 THE AARON PRICE FELLOWS PROGRAM PREPARES HIGHLY MOTIVATED AND DIVERSE SAN DIEGO, CALIFORNIA PUBLIC HIGH SCHOOL STUDENTS TO BE RESPONSIBLE, ENGAGED AND CARING MEMBERS OF THEIR COMMUNITY. THE GOALS OF THE PROGRAM ARE TO: FOSTER FRIENDSHIPS BETWEEN FELLOWS FROM DIVERSE ETHNIC, RELIGIOUS AND ECONOMIC BACKGROUNDS; TEACH FELLOWS ABOUT GOVERNMENT, CULTURAL, BUSINESS AND NON-PROFIT INSTITUTIONS TO ILLUSTRATE THEIR SIGNIFICANCE AND RELIANCE IN THEIR LIVES; AND EXPOSE FELLOWS TO EXCITING CAREER OPPORTUNITIES. 13317856 13445811 0 0 EQUITY DIRECT INVESTMENT PROGRAM FMV 6688438 9871888 LEGAL FEES 435 87 87 348 INSURANCE 18450 0 0 18450 OFFICE SUPPLIES AND OTHER ADMIN EXPENSES 12489 0 0 12489 PROGRAM EXPENSES 435635 0 0 435635 WORKERS COMPENSATION 1554 0 0 1554 ASSET MANAGEMENT FEES 71600 14320 14320 57280 CONSULTANTS: OTHER 9800 1960 1960 7840 EMPLOYER TAXES 44789 0 0 44789 EXCISE TAX 18396 0 0 0