2021-04-14T12:04:39-05:00 2020-11-30 133593400 GREENFIELD & FORTUNA LLP 120 BROADWAY-SUITE 950 NEW YORK NY 10271 990 2019-12-01 136104086 PEF ISRAEL ENDOWMENT FUNDS INC PEFI 2125991260 630 THIRD AVENUE15TH FLOOR NEW YORK NY 10017 GEOFFREY STERN PRESIDENT 2125991260 2021-04-13 1 JOHN P FORTUNA P00124084 2126089100 2019 2022-09-23 18:48:47Z GEOFFREY STERN 630 THIRD AVENUE15TH FLOOR NEW YORK NY 10017 215124113 0 X WWW.PEFISRAEL.ORG X 1922 NY THE PURPOSES OF THIS CORPORATION ARE TO PROVIDE RELIEF FOR, AND TO MINISTER TO THE PHYSICAL WELL-BEING OF NEEDY PERSONS IN ISRAEL; TO SUPPORT AND MAINTAIN PUBLIC HOSPITALS, CLINICS, TO RELIEVE SICKNESS AND DISTRESS, AND TO PREVENT PLAGUE AND DISEASE IN ISRAEL; TO SUPPORT AND MAINTAIN THE HEBREW UNIVERSITY AND OTHER EDUCATIONAL AND RELIGIOUS INSITUTIONS IN THE HOLY LAND AND TO PROMOTE SCIENTIFIC RESEARCH THEREIN. IT SHALL BE WITHIN THE PURPOSE OF THIS CORPORATION TO USE AS MEANS TO THE ABOVE PURPOSES, RESEARCH, PUBLICATION, THE ESTABLISHMENT AND MAINTENANCE OF CHARITABLE, RELIGIOUS AND PUBLIC EDUCATION ACTIVITES, AGENCIES AND INSTITUTIONS AND THE AID OF ANY SUCH ACTIVITIES, AGENCIES AND INSTITUTIONS ALREADY ESTABLISHED. 10 10 4 0 -7625 0 117532558 152148344 0 0 4773636 3798338 0 47532 122306194 155994214 136457421 155928195 0 0 530512 565114 0 0 77207 1327987 1494131 138315920 157987440 -16009726 -1993226 157532911 161480500 1392158 1311743 156140753 160168757 X THE PURPOSES OF THIS CORPORATION ARE TO PROVIDE RELIEF FOR, AND TO MINISTER TO THE PHYSICAL WELL-BEING OF NEEDY PERSONS IN ISRAEL; TO SUPPORT AND MAINTAIN PUBLIC HOSPITALS, CLINICS, TO RELIEVE SICKNESS AND DISTRESS, AND TO PREVENT PLAGUE AND DISEASE IN ISRAEL; TO SUPPORT AND MAINTAIN THE HEBREW UNIVERSITY AND OTHER EDUCATIONAL AND RELIGIOUS INSITUTIONS IN THE HOLY LAND AND TO PROMOTE SCIENTIFIC RESEARCH THEREIN. IT SHALL BE WITHIN THE PURPOSE OF THIS CORPORATION TO USE AS MEANS TO THE ABOVE PURPOSES, RESEARCH, PUBLICATION, THE ESTABLISHMENT AND MAINTENANCE OF CHARITABLE, RELIGIOUS AND PUBLIC EDUCATION ACTIVITES, AGENCIES AND INSTITUTIONS AND THE AID OF ANY SUCH ACTIVITIES, AGENCIES AND INSTITUTIONS ALREADY ESTABLISHED. 0 0 156328639 155928195 PEF MAKES HUNDREDS OF GRANTS TO CHARITABLE ORGANIZATIONS FOR SUCH PURPOSES AS: PRIMARY AND SECONDARY EDUCATION, SCIENTIFIC RESEARCH, SPECIAL NEEDS OF WOMEN, CHILDREN, AND FAMILIES IN DISTRESS, DRUG ABUSE, RELIEF FOR HANDICAPPED, ARTS PROMOTION 156328639 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 4 1 0 1 IS 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X GEOFFREY STERN PEF ISRAEL E 2125991260 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 X ERNEST BIAL TRUSTEE 0.00 X 0 0 0 HARVEY BRECHER CHAIRMAN/TRUSTEE 1.00 X X 0 0 0 STEPHAN BRUMBERG TRUSTEE 0.50 X 0 0 0 JOSEPH CIECHANOVER TRUSTEE 0.00 X 0 0 0 CHAIM EDELSTEIN TRUSTEE 0.00 X 0 0 0 THOMAS J FLEISCH VICE PRESIDENT/TRUSTEE 0.00 X X 0 0 0 ELI S GARBER ASST. TREASURER/TRUSTEE 0.50 X X 0 0 0 SIMON GLICK TRUSTEE 0.00 X 0 0 0 ROBERT GOTTESMAN TRUSTEE 0.00 X 0 0 0 ETHAN GROSSMAN TRUSTEE 0.00 X 0 0 0 PAUL J ISAAC TREASURER/TRUSTEE 10.00 X X 0 0 0 MICHAEL G JESSELSON TRUSTEE 0.00 X 0 0 0 DAVID S LOBEL TRUSTEE 0.00 X 0 0 0 ANDREW MEYERS SECRETARY/TRUSTEE 0.50 X X 0 0 0 SHARON LIBERMAN MINTZ VICE PRESIDENT/TRUSTEE 0.50 X X 0 0 0 HEIDI ROTHBERG TRUSTEE 0.00 X 0 0 0 MEL SCULT TRUSTEE 0.00 X 0 0 0 ROBERT M SELTZER TRUSTEE 0.00 X 0 0 0 BURT ALLEN SOLOMON TRUSTEE 0.50 X 0 0 0 GEOFFREY STERN PRESIDENT/TRUSTEE 25.00 X X 0 0 0 DR STEVEN UNGERLEIDER TRUSTEE 0.00 X 0 0 0 MARK I BANE TRUSTEE 0.00 X 0 0 0 JOE ROSEN TRUSTEE 0.00 X 0 0 0 MICHAEL DOPPELT TRUSTEE 0.00 X 0 0 0 RAFI MUSHER TRUSTEE 0.00 X 0 0 0 CRISTINA NOBLE DIRECTOR OF OPERATIONS 40.00 X 158106 0 14357 MARY EBNER CONTROLLER 40.00 X 152913 0 9620 311019 0 23977 2 0 1 0 NEUBERGER BERMAN 605 THIRD AVENUE 2ND FLOOR BOX 211 NEW YORK NY 10158 INVESTMENT MANAGEMENT 422099 MERRILL LYNCH 1 WORLD FINANCIAL CENTER NEW YORK NY 10015 INVESTMENT MANAGEMENT 187680 GREENFIELD & FORTUNA LLP 120 BROADWAY SUITE 950 NEW YORK NY 10271 AUDITING SERVICES 141250 3 152148344 26321162 152148344 2408435 271 2408164 65079 17547 47532 47532 -7896 55428 60502255 59112352 1389903 1389903 1389903 155994214 0 -7625 3853495 1714528 1714528 154213667 154213667 468218 159194 299660 9364 62720 21325 40141 1254 34176 11620 21872 684 17370 17370 144950 144950 818817 818817 42405 14418 27139 848 170092 57831 108859 3402 10108 10108 32712 11122 20936 654 FEDERAL AND STATE UNREL 3068 3068 COMPUTER SOFTWARE 104920 35673 67149 2098 OUTSIDE SERVICES 72563 72563 CREDIT CARD PROCESSING 58903 58903 18223 16698 1525 157987440 156328639 1581594 77207 5122966 15376870 65778 85608 151980 68158 20650 83822 137342047 125244670 14880215 16070293 101255 4619237 157532911 161480500 104657 285243 1287501 1026500 1392158 1311743 X 133121808 133650585 23018945 26518172 156140753 160168757 157532911 161480500 -1993226 6021230 0 X 0 1 X 1 0 X 123895590 112161660 94778756 117532558 152148344 600516908 123895590 112161660 94778756 117532558 152148344 600516908 141733517 458783391 2502328 2535020 2679221 2827869 2473526 13017964 613534872 0.74780 0.74810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79 25 33373348 118774996 33893031 122035164 84286334 71854419 1 1 23018945 3959949 1417426 1566428 311720 26518172 22027405 2264912 1500389 294855 23018945 22589352 133800 1381648 1754874 322521 22027405 20534514 101358 3820140 1577112 289548 22589352 21823105 15000 460328 1478972 284947 20534514 0.79870 0.20130 0 0 151980 68158 83822 83822 DAVIDSON KEMPNER INST. PARTNERS 2963289 F 972.353 SHS PALOMA INTERNATIONAL LIMITED 3611694 F 5889.1733 SHS ELLIOTT INTERNATIONAL LIMITED 9495310 F 16070293 X 161196627 6021230 6021230 155175397 818817 818817 155994214 157168623 0 157168623 818817 818817 157987440 PART V, LINE 4: THE INCOME FROM ALL ENDOWMENTS IS USED FOR THE PAYMENT OF GRANTS PURSUANT TO THE DONORS INTENTIONS AND SUBJECT TO THE ORGANIZATIONS APPROVAL. PART X, LINE 2: PEF IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. PEF BELIEVES THAT IS HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 MIDDLE EAST 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 154213667 0 0 0 0 0 0 154213667 0 154213667 SEE SCHEDULE ATTACHED 779 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 ISRAEL CANCER RESEARCH FUND 52 VANDERBILT AVE STE 1510 NEW YORK NY 10017 510181215 501(C)(3) 300000 GENERAL SUPPORT JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501(C)(3) 1201000 GENERAL SUPPORT NEW ISRAEL FUND 6 EAST 39TH STREET SUITE 301 NEW YORK NY 10016 942607722 501(C)(3) 16000 GENERAL SUPPORT ORT AMERICA 75 MAIDEN LANE 10TH FL NEW YORK NY 10038 135562969 501(C)(3) 55910 GENERAL SUPPORT AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY INC 55 EAST 59TH STREET NEW YORK NY 10022 130434195 501(C)(3) 139774 GENERAL SUPPORTGENERAL SUPPORT 5 PART I, LINE 2: THE ORGANIZATION SPECIFIES WHAT THE GRANT IS TO BE USED FOR AND RECEIVES DOCUMENTS FILED WITH THE ORGANIZATION BY THE CHARITY TO MAKE CERTAIN ITS REQUIREMENTS ARE BEING FULFILLED. 0 0 0 0 0 0 0 0 0 CRISTINA NOBLE DIRECTOR OF OPERATIONS 152250 0 5856 0 0 0 0 0 14357 0 172463 0 0 0 MARY EBNER CONTROLLER 147250 0 5663 0 0 0 0 0 9620 0 162533 0 0 0 X 82 21938164 AVG. PRICE X 3 4382998 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B OUR POLICY ON REVIEWING U.S.I.R.C. FORM 990 PRIOR TO FILING IS THAT IT IS TO BE REVIEWED FIRST BY THE PRESIDENT AND THEN BY THE TREASURER AND THE CHAIR BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY PRESENTS EACH TRUSTEE (WHICH INCLUDES BOARD MEMBERS) WITH A STATEMENT TO BE SIGNED INDICATING THAT THE TRUSTEE HAS READ THE ORGANIZATIONS CONFLICT OF INTEREST POLICY AND IS IN FULL COMPLIANCE WITH ALL ASPECTS OF THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST