2025-11-13T11:25:45-06:00 2024-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990PF 2024-01-01 133252800 THE AVI CHAI FOUNDATION AVIC 2123968850 1015 PARK AVENUE NEW YORK NY 10028 BRIAN NOVICK CFO 2123968850 2025-11-07 1 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2025-11-12 2024 2025-03-06 01:10:19Z X 375348756 X X 9968 9968 9003900 8013982 3653662 349299505 4839762 3829015 3540021 16496545 16403733 225000 0 225000 29486 3500 25986 81175 40588 40588 819224 819374 0 103998 2094 0 172499 0 172499 394641 2085893 329641 1826023 2951449 793714 16305346 16205346 18131369 2951449 16999060 -1634824 13452284 578111 1902296 1902296 62201882 131950106 131950106 4194607 4194607 4194607 814528 814528 814528 29514122 30459156 30459156 9253587 11660834 11660834 67426166 26213118 26213118 200002289 167968530 167968530 179050 185581 185581 369969735 375348756 375348756 64089 64089 64089 64089 X 369150806 374494096 754840 790571 369905646 375284667 369969735 375348756 369905646 -1634824 7013845 375284667 0 375284667 K-1 CAPITAL GAIN/(LOSS) P 492732 66611 426121 426121 PUBLICLY TRADED SECURITIES & OTHER INVESTMENTS 348806773 344393132 4413641 4413641 4839762 186987 0 186987 0 186987 450005 0 0 0 450005 0 263018 263018 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 1 0 1 WWW.AVICHAI.ORG BRIAN NOVICK 2123968850 1015 PARK AVE NEW YORK NY 10028 1 SZ 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ALISSA FRIED 1015 PARK AVENUE NEW YORK NY 10028 CHAIRMAN 15.00 25000 0 0 ANDRE ROSENBLATT 1015 PARK AVENUE NEW YORK NY 10028 TRUSTEE 1.00 25000 0 0 JACOB WISSE 1015 PARK AVENUE NEW YORK NY 10028 TRUSTEE 1.00 25000 0 0 JENNIFER FELD 1015 PARK AVENUE NEW YORK NY 10028 TRUSTEE 1.00 25000 0 0 NERIA BUZAGLO 1015 PARK AVENUE NEW YORK NY 10028 TRUSTEE 1.00 25000 0 0 REBECCA RITTER 1015 PARK AVENUE NEW YORK NY 10028 TRUSTEE 1.00 25000 0 0 SOPHIA MERKIN 1015 PARK AVENUE NEW YORK NY 10028 TRUSTEE 3.00 25000 0 0 SUZANNE DRYAN FELSON 1015 PARK AVENUE NEW YORK NY 10028 TRUSTEE 3.00 25000 0 0 TAMAR DARMON 1015 PARK AVENUE NEW YORK NY 10028 TRUSTEE 1.00 25000 0 0 NONE 0 TAMARIX CAPITAL PARTNERS 445 PARK AVE NEW YORK NY 10022 FINANCIAL SERVICES 469213 POST CAPITAL EQUITY PARTNERS 747 THIRD AVENUE NEW YORK NY 10017 FINANCIAL SERVICES 122451 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 ACCOUNTING SERVICES 81175 GOLDMAN SACHS 200 WEST ST NEW YORK NY 10282 FINANCIAL SERVICES 73631 PICTET 60 ROUTE DES ACACIAS GENEVE SZ 01211 FINANCIAL SERVICES 73192 1 CHRONICLING THE HISTORY OF THE AVI CHAI FOUNDATION OVER 35 YEARS, EMPHASIZING THE FOUNDATION'S ORIGINS, EVOLUTION, PROGRAMS, ACHIEVEMENTS AND INTERNAL DELIBERATIONS. 27211 0 203091022 22154380 121802857 347048259 0 0 347048259 5205724 341842535 17092127 17092127 186987 36918 223905 16868222 0 16868222 0 16868222 16999060 0 16999060 16868222 0 0 29009301 1557587 1282520 31849408 16999060 0 0 0 16868222 130838 0 0 31980246 0 0 0 0 0 0 29009301 2970945 1557587 1282520 130838 X 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 15565346 PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA 404 5TH AVENUE FLOOR 3 NEW YORK NY 10018 PC GRANT TO SUPPORT JEWISH EDUCATION. 640000 16205346 0 14 9968 14 8013982 523000 1683523 18 4839762 K-1 INCOME 523000 661787 14 5675584 FOREIGN EXCHANGE LOSS 14 -2135563 FEDERAL TAX REFUND 0 0 100000 0 2345310 16403733 100000 18849043 11C THE AMOUNT LISTED ON LINE 11C IS FEDERAL TAX REFUND 0 0 0 0 0 0 0 0 0 0 CBIZ ADVISORS LLC 81175 40588 40588 AVI CHAI ISRAEL 44 KING GEORGE STREET JERUSALEM IS 2024-12-31 15665346 TO ENCOURAGE GREATER COMMITMENT TO JEWISH OBSERVANCE & LIFESTYLE AND TO ENCOURAGE MUTUAL UNDERSTANDING 15665346 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 42895 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. 42895 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) GOLDMAN SACHS CORPORATE FIXED INCOME 4410505 4410505 GOLDMAN SACHS CORPORATE FIXED INCOME HIGH YIELD 2141013 2141013 INVESCO & BLACKSTONE SENIOR LOAN ETF 10961682 10961682 PICTET FOREIGN BONDS 8699918 8699918 GOLDMAN SACHS CAPITAL GROUP PCS NON US EQUITIES 1061439 1061439 GOLDMAN SACHS DIAMOND HILL LARGE CAP VALUE 717205 717205 GOLDMAN SACHS JENNISON LARGE CAP GROWTH 758712 758712 GOLDMAN SACHS PALISADE SMALL MID-CAP CORE 855732 855732 SANFORD BERNSTEIN INTERNATIONAL EQUITIES 8267746 8267746 30459156 30459156 0 0 BAUPOST VALUE PARTNERS, LP IV FMV 75097820 75097820 BOOTHBAY DIVERSIFIED ALPHA FUND FMV 6352751 6352751 BOOTHBAY DIVERSIFIED ALPHA FUND ENHANCED FMV 6610457 6610457 D PARTNERS BVI LP FMV 47524 47524 D PARTNERS II CAYMAN ANNEX FND FMV 80320 80320 D PARTNERS II CAYMAN LP FMV 189749 189749 GOLDMAN SACHS ADVISORY FMV 14832972 14832972 GOLDMAN SACHS WEST STREET CAPITAL PARTNERS IX LUXEMBOURG SLP FMV 70007 70007 GOLDMAN SACHS WEST STREET PRIVATE MARKETS 2024 LUXEMBOURG SLP FMV 1644581 1644581 GOLDMAN SACHS-PRIVATE EQUITY MANAGERS (2024) OFFSHORE SCSP FMV 500 500 GOLUB CAPITAL PARTNERS INTERNATIONAL 15, L.P. FMV 7718931 7718931 JET CAPITAL CONCENTRATED FUND L.P. FMV 11414161 11414161 MILLENNIUM INTERNATIONAL LIMITED FMV 2500000 2500000 NOVO IDEA SOFTWARE LTD FMV 2000055 2000055 POST CAPITAL EQUITY PARTNERS IV, L.P. FMV 1096043 1096043 GOLDMAN SACHS PRIVATE EQUITY MANAGERS (2023) OFFSHORE SCSP FMV 156645 156645 SANDLER CAPITAL PARTNES V LP FMV 98291 98291 SYMBIOTIC CAPITAL LIFE SCIENCE CREDIT FUND, L.P FMV 1569840 1569840 TAMARIX CAPITAL PARTNERS II FMV 4265997 4265997 THE MERGER FUND FMV 6683967 6683967 V PARTNERS III LP FMV 889685 889685 VANGUARD 500 INDEX FUND FMV 233826 233826 VANGUARD INTERNATIONAL VALUE FUND FMV 8454567 8454567 VANGUARD TOTAL STOCK MARKET FMV 15959841 15959841 PATTERSON, BELKNAP, WEBB & TYLER 29486 3500 25986 ACCRUED INTEREST RECEIVABLE 179050 185581 185581 DIRECT CHARITABLE 27211 0 27211 K-1 DEDUCTION 0 2020893 0 POSTAGE 2365 0 2365 INSURANCE 97010 0 97010 OFFICE EXPENSES 10995 0 10995 REPAIRS 2060 0 2060 ADMINISTRATIVE SERVICES 255000 65000 190000 K-1 INCOME 5864574 5675584 5675584 FOREIGN EXCHANGE LOSS -2135559 -2135563 -2135563 FEDERAL TAX REFUND 100000 0 100000 UNREALIZED GAIN 7013845 DEFERRED TAX ACCRUAL 64089 64089 PICTET INVESTMENT FEES 73192 73192 0 GOLDMAN SACHS 73631 73631 0 K-1 - MANAGEMENT FEES- POST CAPITAL 122451 122451 0 K-1 - MANAGEMENT FEES- TAMRIX 469213 469213 0 K-1 - MANAGEMENT FEES- JET CAPITAL 69454 69454 0 K-1 - MANAGEMENT FEES- WEST ST CAPITAL 4058 4058 0 K-1 - MANAGEMENT FEES- WEST ST PVT MKT 7225 7225 0 MERRILL LYNCH INVESTMENT MANAGEMENT FEES 0 150 0 K-1 FOREIGN TAXES 0 70 0 FEDERAL TAX PAYMENT 75000 0 0 STATE TAX PAYMENT 28998 432 0 FOREIGN TAXES PAID - GOLDMAN 0 1592 0