2015-03-31T12:45:01-05:00 2014-11-30 133593400 GREENFIELD & FORTUNA LLP 120 BROADWAY-SUITE 950 NEW YORK NY 10271 990 2013-12-01 136104086 PEF ISRAEL ENDOWMENT FUNDS INC PEFI 2125991260 630 THIRD AVENUE15TH FLOOR NEW YORK NY 10017 GEOFFREY STERN PRESIDENT 2125991260 2015-03-28 1 JOHN P FORTUNA P00124084 2126089100 2013 2016-02-25 16:41:14Z X GEOFFREY STERN 630 THIRD AVENUE15TH FLOOR NEW YORK NY 10017 93547078 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. 27 27 5 27 0 0 60659284 63513414 0 0 7119316 10893936 30 0 67778630 74407350 69240845 68730483 0 0 435147 435735 0 0 13191 1067870 1187233 70743862 70353451 -2965232 4053899 124022015 128368668 1186589 1610979 122835426 126757689 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 69030554 68730483 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 69030554 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 5 1 0 1 IS 0 0 0 0 0 0 0 0 X 27 27 0 0 1 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 MARK I BANE TRUSTEE 0.00 X 0 0 0 DR SHULAMIT BAR-SHANY VICE PRESIDENT/TRUSTEE 0.00 X X 0 0 0 KENNETH ABRAHAMI TRUSTEE 0.00 X 0 0 0 ERNEST BIAL TRUSTEE 0.00 X 0 0 0 HARVEY BRECHER CHAIRMAN/TRUSTEE 5.00 X X 0 0 0 STEPHAN BRUMBERG TRUSTEE 0.00 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 BHARRISON FRANKEL TRUSTEE 5.00 X 0 0 0 ELI S GARBER ASST. 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PARTNERS 2172801 F 972.35 SHS PALOMA INTERNATIONAL LIMITED 2673598 F 6168.0753 SHS ELLIOTT INTERNATIONAL LIMITED 6489432 F 1998.7263 SHS SENECA CAPITAL INT'L LTD 1393945 F BRAUSE & BRAUSE PARTNERSHIP 841464 F 13579240 X 73592034 -131637 -131637 73723671 683679 683679 74407350 69669772 0 69669772 683679 683679 70353451 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. NO TAXES WERE PAID FOR UNRELATED BUSINESS ACTIVITIES IN THE YEARS ENDED NOVEMBER 30, 2014 AND 2013. 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. PEF'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE FISCAL YEARS ENDED NOVEMBER 30, 2011, 2012, 2013 AND 2014 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 MIDDLE EAST 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 68545532 0 0 0 0 0 0 68545532 0 68545532 SEE SCHEDULE ATTACHED 592 592 0 0 1 1 0 0 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. PART I, LINE 3, COLUMN (F): AMOUNT OF GRANTS ARE REPORTED ON THE ACCRUAL METHOD OF ACCOUNTING. 1 AMERICAN ORT FEDERATION 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 135562969 501(C)(3) 15399 GENERAL SUPPORT AMERICAN RED MAGEN DAVID FOR ISRAEL 352 SEVENTH AVENUE SUITE 400 NEW YORK NY 10001 131790719 501(C)(3) 15399 GENERAL SUPPORT ISRAEL CANCER RESEARCH FUND 295 MADISON AVENUE SUITE 1030 NEW YORK NY 10017 510181215 501(C)(3) 10650 GENERAL SUPPORT NEW ISRAEL FUND 330 SEVENTH AVENUE 11TH FLOOR NEW YORK NY 10001 942607722 501(C)(3) 25000 GENERAL SUPPORT JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501(C)(3) 100600 GENERAL SUPPORT GENERAL SUPPORT UJA EMERGENCY FUND C/O UJA- COUNCIL OF ORGANIZATIONS 130 EAST 59TH STREET NEW YORK NY 10022 510172429 501(C)(3) 15399 GENERAL SUPPORT 6 6 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. X 63 5131698 AVG. PRICE 0 1 0 PART I, COLUMN (B): THE NUMBER LISTED ON PART I, COLUMN B, LINE 9, IS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS DURING THE CURRENT FISCAL YEAR. SIGNIFICANT CHANGES ARE: 1. THE GOVERNANCE BODY WAS CHANGED FROM BOARD OF TRUSTEES, WHICH CAN CONSIST OF 7 TO 34 INDIVIDUALS, TO BOARD OF DIRECTORS, WHICH CAN CONSIST OF 7 TO 18 INDIVIDUALS. 2. REQUIRED NUMBER OF MEETINGS WAS CHANGED FROM ONE PER CALENDAR YEAR TO THREE PER CALENDAR YEAR. 3. QUORUM WAS CHANGED FROM 6 TRUSTEES TO 5 BOARD OF DIRECTORS. 4. EXECUTIVE COMMITTEE WAS REMOVED FROM THE STANDING COMMITTEES AND THE AUDIT COMMITTEE WAS ADDED. 5. THE REQUIREMENT OF TREASURER TO SERVE AS CHAIRMAN OF THE ADMINISTRATION COMMITTEE WAS REMOVED. THE CHAIRMAN WILL BE APPOINTED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 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 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