AVI CHAI FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: AVI CHAI FOUNDATION (EIN 13-3252800)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202513179349101586
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Expenditure Responsibility Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T11:25:45-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	873707167	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	685 THIRD AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10017	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133252800	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE AVI CHAI FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	AVIC	BusinessNameControlTxt
Phone	2123968850	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1015 PARK AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10028	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRIAN NOVICK	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	2123968850	PhoneNum
Signature	2025-11-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MAGDALENA CZERNIAWSKI	PreparerPersonNm
PTIN	P00535099	PTIN
Phone	2125038800	PhoneNum
Preparation	2025-11-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$375,348,756	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$9,968	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$9,968	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$9,003,900	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$8,013,982	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,653,662	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$349,299,505	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,839,762	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$3,829,015	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$3,540,021	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$16,496,545	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,403,733	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$225,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$225,000	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$29,486	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$3,500	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$25,986	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$81,175	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$40,588	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$40,588	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$819,224	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$819,374	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$103,998	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,094	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$172,499	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$172,499	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$394,641	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,085,893	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$329,641	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,826,023	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,951,449	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$793,714	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$16,305,346	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$16,205,346	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$18,131,369	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,951,449	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$16,999,060	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,634,824	ExcessRevenueOverExpensesAmt
Net Investment Income	$13,452,284	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$578,111	CashBOYAmt
Cash EOY	$1,902,296	CashEOYAmt
Cash EOYFMV	$1,902,296	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$62,201,882	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$131,950,106	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$131,950,106	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$4,194,607	AcctRcvblAmt
Acct Rcvbl EOY	$4,194,607	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$4,194,607	AcctRcvblEOYFMVAmt
Prepaid Expenses BOY	$814,528	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$814,528	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$814,528	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$29,514,122	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$30,459,156	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$30,459,156	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$9,253,587	CorporateStockBOYAmt
Corporate Stock EOY	$11,660,834	CorporateStockEOYAmt
Corporate Stock EOYFMV	$11,660,834	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$67,426,166	CorporateBondsBOYAmt
Corporate Bonds EOY	$26,213,118	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$26,213,118	CorporateBondsEOYFMVAmt
Other Investments BOY	$200,002,289	OtherInvestmentsBOYAmt
Other Investments EOY	$167,968,530	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$167,968,530	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$179,050	OtherAssetsBOYAmt
Other Assets EOY	$185,581	OtherAssetsEOYAmt
Other Assets EOYFMV	$185,581	OtherAssetsEOYFMVAmt
Total Assets BOY	$369,969,735	TotalAssetsBOYAmt
Total Assets EOY	$375,348,756	TotalAssetsEOYAmt
Total Assets EOYFMV	$375,348,756	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$64,089	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$64,089	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$64,089	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$64,089	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$369,150,806	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$374,494,096	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$754,840	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$790,571	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$369,905,646	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$375,284,667	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$369,969,735	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$375,348,756	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$369,905,646	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,634,824	ExcessRevenueOverExpensesAmt
Other Increases	$7,013,845	OtherIncreasesAmt
Subtotal	$375,284,667	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$375,284,667	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
K-1 CAPITAL GAIN/(LOSS)	P	$492,732	$66,611	$426,121	$426,121
PUBLICLY TRADED SECURITIES & OTHER INVESTMENTS		$348,806,773	$344,393,132	$4,413,641	$4,413,641

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,839,762	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$186,987	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$186,987	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$186,987	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$450,005	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$450,005	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$263,018	OverpaymentAmt
Applied To ES Tax	$263,018	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	Yes (1)	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.AVICHAI.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BRIAN NOVICK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2123968850	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1015 PARK AVE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10028	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	Yes (1)	ForeignAccountsQuestionInd
Foreign Country	SZ	ForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ALISSA FRIED
1015 PARK AVENUE	NEW YORK	NY	10028	CHAIRMAN	15.00	$25,000	$0	$0
ANDRE ROSENBLATT
1015 PARK AVENUE	NEW YORK	NY	10028	TRUSTEE	1.00	$25,000	$0	$0
JACOB WISSE
1015 PARK AVENUE	NEW YORK	NY	10028	TRUSTEE	1.00	$25,000	$0	$0
JENNIFER FELD
1015 PARK AVENUE	NEW YORK	NY	10028	TRUSTEE	1.00	$25,000	$0	$0
NERIA BUZAGLO
1015 PARK AVENUE	NEW YORK	NY	10028	TRUSTEE	1.00	$25,000	$0	$0
REBECCA RITTER
1015 PARK AVENUE	NEW YORK	NY	10028	TRUSTEE	1.00	$25,000	$0	$0
SOPHIA MERKIN
1015 PARK AVENUE	NEW YORK	NY	10028	TRUSTEE	3.00	$25,000	$0	$0
SUZANNE DRYAN FELSON
1015 PARK AVENUE	NEW YORK	NY	10028	TRUSTEE	3.00	$25,000	$0	$0
TAMAR DARMON
1015 PARK AVENUE	NEW YORK	NY	10028	TRUSTEE	1.00	$25,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd
TAMARIX CAPITAL PARTNERS
445 PARK AVE	NEW YORK	NY	10022	FINANCIAL SERVICES	$469,213
POST CAPITAL EQUITY PARTNERS
747 THIRD AVENUE	NEW YORK	NY	10017	FINANCIAL SERVICES	$122,451
CBIZ ADVISORS LLC
685 THIRD AVENUE	NEW YORK	NY	10017	ACCOUNTING SERVICES	$81,175
GOLDMAN SACHS
200 WEST ST	NEW YORK	NY	10282	FINANCIAL SERVICES	$73,631
PICTET
				FINANCIAL SERVICES	$73,192	60 ROUTE DES ACACIAS	GENEVE	SZ	01211

Field	Value	IRS element (for citing)
Contractor Paid Over50k	1	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	CHRONICLING THE HISTORY OF THE AVI CHAI FOUNDATION OVER 35 YEARS, EMPHASIZING THE FOUNDATION'S ORIGINS, EVOLUTION, PROGRAMS, ACHIEVEMENTS AND INTERNAL DELIBERATIONS.	Description1Txt
Expenses1	$27,211	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$203,091,022	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$22,154,380	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$121,802,857	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$347,048,259	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$347,048,259	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,205,724	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$341,842,535	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$17,092,127	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$17,092,127	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$186,987	TaxBasedOnInvestmentIncomeAmt
Income Tax	$36,918	IncomeTaxAmt
Total Tax	$223,905	TotalTaxAmt
Distributable Before Adj	$16,868,222	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$16,868,222	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$16,868,222	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$16,999,060	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$16,999,060	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$16,868,222	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$29,009,301	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,557,587	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1	$1,282,520	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$31,849,408	TotalExcessDistributionCyovAmt
Qualifying Distributions	$16,999,060	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$16,868,222	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$130,838	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$31,980,246	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$29,009,301	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,970,945	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,557,587	ExcessFromYear4Amt
Excess From Year1	$1,282,520	ExcessFromYear1Amt
Excess From Current Year	$130,838	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd
AVI CHAI ISRAEL
44 KING GEORGE STREET	JERUSALEM	IS	NC	GRANT TO SUPPORT JEWISH EDUCATION PROGRAMS IN ISRAEL. THE GRANT AMOUNT HAS BEEN REDUCED BY $100,000 OF WHICH THE GRANTEE DID NOT SPEND OUT OF CORPUS AND THEREFORE THE FOUNDATION HAS NOT INCLUDED AS A QUALIFIED DISTRIBUTION. NAME OF RECIPIENT - AVI CHAI ISRAEL GRANT FOR THE USE OF A PROPERTY IN JERUSALEM, TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES. THE VALUE OF THE USE OF THE PROPERTY FOR 2024 WAS $42,895	$15,565,346
PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA
			PC	GRANT TO SUPPORT JEWISH EDUCATION.	$640,000	404 5TH AVENUE FLOOR 3	NEW YORK	NY	10018

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$16,205,346	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9,968	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8,013,982	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$1,683,523	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$4,839,762	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
K-1 INCOME	523000	$661,787	14	$5,675,584
FOREIGN EXCHANGE LOSS			14	-$2,135,563
FEDERAL TAX REFUND		$0		$0	$100,000
				$0

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$2,345,310	UnrelatedBusinessTaxblIncmAmt
Exclusion	$16,403,733	ExclusionAmt
Related Or Exempt Function Incm	$100,000	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$18,849,043	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	11C	LineNumberTxt
Relationship Statement	THE AMOUNT LISTED ON LINE 11C IS FEDERAL TAX REFUND	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	CBIZ ADVISORS LLC	CategoryTxt
Amt	$81,175	Amt
Net Investment Income	$40,588	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$40,588	DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	GrantGrantDt	GrantGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Expended By GranteeExpendedByGranteeAmt	Any Diversion By GranteeAnyDiversionByGranteeTxt	Dates Of Reports By GranteeDatesOfReportsByGranteeTxt	Results Of VerificationResultsOfVerificationTxt
AVI CHAI ISRAEL
44 KING GEORGE STREET	JERUSALEM	IS	2024-12-31	$15,665,346	TO ENCOURAGE GREATER COMMITMENT TO JEWISH OBSERVANCE & LIFESTYLE AND TO ENCOURAGE MUTUAL UNDERSTANDING	$15,665,346	NO DIVERSION	04/09/2025	TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR ANY PURPOSES OTHER THAN ITS INTENDED PURPOSE AND INDEPENDENT VERIFICATION WAS NOT REQUIRED PURSUANT TO TREASURY REG. 53.4945-5(C)
AVI CHAI ISRAEL
44 KING GEORGE STREET	JERUSALEM	IS	2024-01-01	$42,895	GRANT FOR THE USE OF A PROPERTY IN JERUSALEM, TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES.THE AMOUNT EXPENSED REPRESENTS THE VALUE OF THE USE OF THE PROPERTY FOR 2024 AND NOT A CASH GRANT.	$42,895	NO DIVERSION	03/31/2025	TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR ANY PURPOSES OTHER THAN ITS INTENDED PURPOSE AND INDEPENDENT VERIFICATION WAS NOT REQUIRED PURSUANT TO TREASURY REG. 53.4945-5(C)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GOLDMAN SACHS CORPORATE FIXED INCOME	$4,410,505	$4,410,505
GOLDMAN SACHS CORPORATE FIXED INCOME HIGH YIELD	$2,141,013	$2,141,013
INVESCO & BLACKSTONE SENIOR LOAN ETF	$10,961,682	$10,961,682
PICTET FOREIGN BONDS	$8,699,918	$8,699,918

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GOLDMAN SACHS CAPITAL GROUP PCS NON US EQUITIES	$1,061,439	$1,061,439
GOLDMAN SACHS DIAMOND HILL LARGE CAP VALUE	$717,205	$717,205
GOLDMAN SACHS JENNISON LARGE CAP GROWTH	$758,712	$758,712
GOLDMAN SACHS PALISADE SMALL MID-CAP CORE	$855,732	$855,732
SANFORD BERNSTEIN INTERNATIONAL EQUITIES	$8,267,746	$8,267,746

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$30,459,156	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$30,459,156	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (24 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BAUPOST VALUE PARTNERS, LP IV	FMV	$75,097,820	$75,097,820
BOOTHBAY DIVERSIFIED ALPHA FUND	FMV	$6,352,751	$6,352,751
BOOTHBAY DIVERSIFIED ALPHA FUND ENHANCED	FMV	$6,610,457	$6,610,457
D PARTNERS BVI LP	FMV	$47,524	$47,524
D PARTNERS II CAYMAN ANNEX FND	FMV	$80,320	$80,320
D PARTNERS II CAYMAN LP	FMV	$189,749	$189,749
GOLDMAN SACHS ADVISORY	FMV	$14,832,972	$14,832,972
GOLDMAN SACHS WEST STREET CAPITAL PARTNERS IX LUXEMBOURG SLP	FMV	$70,007	$70,007
GOLDMAN SACHS WEST STREET PRIVATE MARKETS 2024 LUXEMBOURG SLP	FMV	$1,644,581	$1,644,581
GOLDMAN SACHS-PRIVATE EQUITY MANAGERS (2024) OFFSHORE SCSP	FMV	$500	$500
GOLUB CAPITAL PARTNERS INTERNATIONAL 15, L.P.	FMV	$7,718,931	$7,718,931
JET CAPITAL CONCENTRATED FUND L.P.	FMV	$11,414,161	$11,414,161
MILLENNIUM INTERNATIONAL LIMITED	FMV	$2,500,000	$2,500,000
NOVO IDEA SOFTWARE LTD	FMV	$2,000,055	$2,000,055
POST CAPITAL EQUITY PARTNERS IV, L.P.	FMV	$1,096,043	$1,096,043
GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2023) OFFSHORE SCSP	FMV	$156,645	$156,645
SANDLER CAPITAL PARTNES V LP	FMV	$98,291	$98,291
SYMBIOTIC CAPITAL LIFE SCIENCE CREDIT FUND, L.P	FMV	$1,569,840	$1,569,840
TAMARIX CAPITAL PARTNERS II	FMV	$4,265,997	$4,265,997
THE MERGER FUND	FMV	$6,683,967	$6,683,967
V PARTNERS III LP	FMV	$889,685	$889,685
VANGUARD 500 INDEX FUND	FMV	$233,826	$233,826
VANGUARD INTERNATIONAL VALUE FUND	FMV	$8,454,567	$8,454,567
VANGUARD TOTAL STOCK MARKET	FMV	$15,959,841	$15,959,841

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	PATTERSON, BELKNAP, WEBB & TYLER	CategoryTxt
Legal Fees	$29,486	LegalFeesAmt
Net Investment Income	$3,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$25,986	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ACCRUED INTEREST RECEIVABLE	Desc
BOY Book Value	$179,050	BOYBookValueAmt
EOY Book Value	$185,581	EOYBookValueAmt
EOYFMV	$185,581	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DIRECT CHARITABLE	$27,211	$0	$27,211
K-1 DEDUCTION	$0	$2,020,893	$0
POSTAGE	$2,365	$0	$2,365
INSURANCE	$97,010	$0	$97,010
OFFICE EXPENSES	$10,995	$0	$10,995
REPAIRS	$2,060	$0	$2,060
ADMINISTRATIVE SERVICES	$255,000	$65,000	$190,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
K-1 INCOME	$5,864,574	$5,675,584	$5,675,584
FOREIGN EXCHANGE LOSS	-$2,135,559	-$2,135,563	-$2,135,563
FEDERAL TAX REFUND	$100,000	$0	$100,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$7,013,845	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DEFERRED TAX ACCRUAL	Desc
BOY Book Value	$64,089	BOYBookValueAmt
EOY Book Value	$64,089	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PICTET INVESTMENT FEES	$73,192	$73,192	$0
GOLDMAN SACHS	$73,631	$73,631	$0
K-1 - MANAGEMENT FEES- POST CAPITAL	$122,451	$122,451	$0
K-1 - MANAGEMENT FEES- TAMRIX	$469,213	$469,213	$0
K-1 - MANAGEMENT FEES- JET CAPITAL	$69,454	$69,454	$0
K-1 - MANAGEMENT FEES- WEST ST CAPITAL	$4,058	$4,058	$0
K-1 - MANAGEMENT FEES- WEST ST PVT MKT	$7,225	$7,225	$0
MERRILL LYNCH INVESTMENT MANAGEMENT FEES	$0	$150	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
K-1 FOREIGN TAXES	$0	$70	$0
FEDERAL TAX PAYMENT	$75,000	$0	$0
STATE TAX PAYMENT	$28,998	$432	$0
FOREIGN TAXES PAID - GOLDMAN	$0	$1,592	$0