2026-04-07T18:28:15-05:00 2025-12-31 871353108 EISNER ADVISORY GROUP LLC 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990PF 2025-01-01 821931224 AARON PRICE FELLOWS FOUNDATION AARO 8585512316 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 JEFF FISHER CFO 8585512316 2026-04-06 1 BRANDON SMITH P01389959 8585589200 2025 2025-03-06 01:10:19Z X 24362937 X 25000 X 642233 642233 642233 116835 116835 116835 686698 13123076 686698 0 1470766 1445766 759068 0 0 0 0 598820 0 0 598820 150488 0 0 150488 5650 1130 1130 4520 73900 14780 14780 59120 56220 0 0 46220 67428 0 0 67428 509711 0 0 509711 1462217 15910 15910 1436307 0 0 1462217 15910 15910 1436307 8549 1429856 743158 123152 234163 234163 32899 33236 32899 32899 13317856 15298454 15373881 6688438 4628378 8721994 20162682 20193894 24362937 927 23590 927 23590 X 20161755 20170304 20161755 20170304 20162682 20193894 20161755 8549 0 20170304 0 20170304 1,480 SPDR S&P 500 ETF TRUST 2024-09-06 2025-12-17 999105 799472 199633 199633 555 SPDR S&P 500 ETF TRUST 2024-03-13 2025-12-18 377351 286361 90990 90990 1 SPDR S&P 500 ETF TRUST 2024-03-20 2025-12-18 678 516 162 162 328 SPDR S&P 500 ETF TRUST 2024-03-20 2025-12-18 223011 169208 53803 53803 587 SPDR S&P 500 ETF TRUST 2024-03-27 2025-12-18 399108 305164 93944 93944 96 SPDR S&P 500 ETF TRUST 2024-02-21 2025-12-19 65180 47524 17656 17656 563 SPDR S&P 500 ETF TRUST 2024-02-28 2025-12-19 382252 285120 97132 97132 1 SPDR S&P 500 ETF TRUST 2024-03-08 2025-12-19 679 515 164 164 586 SPDR S&P 500 ETF TRUST 2024-03-08 2025-12-19 397868 301509 96359 96359 226 SPDR S&P 500 ETF TRUST 2024-03-20 2025-12-19 153444 116589 36855 36855 1,500 US TSY NOTE 2023-02-16 2025-02-18 1856800 1856800 0 0 4,875 US TSY NOTE 2024-11-29 2025-12-01 8267600 8267600 0 0 686698 0 19875 0 19875 0 19875 13822 0 0 0 13822 0 6053 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 ALLISON PRICE 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 VICE CHAIR & VICE PRESIDENT 2.00 0 0 0 SHERRY BAHRAMBEYGUI 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 DIRECTOR 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 191933 46437 0 HIEN IHDE 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 PROGRAM MANAGER 40.00 108150 42525 0 AARON HARVEY 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 PROGRAM MANAGER 40.00 82400 31195 0 KARLA LARA ZUNIGA 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 PROGRAM MANAGER 40.00 82399 19019 0 TK DODDS 7777 FAY AVENUE SUITE 300 LA JOLLA CA 92037 ADMINISTRATIVE ASSIS 40.00 52269 15347 0 0 THE PRICE GROUP LLC 7777 FAY AVE SUITE 300 LA JOLLA CA 92037 MANAGEMENT FEE 73900 0 THE AARON PRICE FELLOWS PROGRAM (SEE STATEMENT 12) 1436308 0 23395310 203990 6764 23606064 0 0 23606064 354091 23251973 1162599 X 1436307 0 1436307 2017-06-06 X 743158 951298 378865 459548 2532869 631684 808603 322035 390616 2152939 1436307 1347093 1222034 1140482 5145916 0 0 0 0 0 1436307 1347093 1222034 1140482 5145916 0 0 775066 753615 729981 759985 3018647 0 0 0 0 X 0 0 14 642233 14 116835 18 686698 0 1445766 0 1445766 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5650 1130 1130 4520 PAYMENTS TO DISQUALIFIED PERSONS FORM 990-PF, PART VI-B, LINE 1A(4) DURING THE REPORTING PERIOD, THE ORGANIZATION PAID ASSET 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. ASSET 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 2025:KAY TIEU - $1,000 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDTANIYA COOKSEY - $1,000 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDJOANNAH JUGALBOT - $4,000 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDLUCA CHANG - $2,000 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDMARSAL AMINI - $2,000 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDUNIVERSITY OF CALIFORNIA, SAN DIEGO:HADEEL JAWAD - $1,000 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDSOPHIA ROSAS - $1,000 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDEVA TIEU - $1,000 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDNEW YORK UNIVERSITY:ARIANNA ALVARADO - $3,500 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDUNIVERSITY OF CALIFORNIA, BERKELEY:EDMUN BUENAVENTE - $4,000 FOR AARON PRICE FELLOWS COMMUNITY INTERNSHIP AWARDSTIPENDS FOR ATTENDANCE AT PROGRAMS TOTALING $78,102.95 WERE PAID DURING 2025. 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. 15298454 15373881 0 0 EQUITY DIRECT INVESTMENT PROGRAM FMV 4376461 8470077 MUTUAL FUNDS FMV 251917 251917 INSURANCE 17341 0 0 17341 OFFICE SUPPLIES AND OTHER ADMIN EXPENSES 15719 0 0 15719 PROGRAM EXPENSES 475549 0 0 475549 WORKERS COMPENSATION 1102 0 0 1102 ASSET MANAGEMENT FEES 73900 14780 14780 59120 EMPLOYER TAXES 46220 0 0 46220 EXCISE TAX 10000 0 0 0