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P E F ISRAEL ENDOWMENT FUNDS INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
P E F ISRAEL ENDOWMENT FUNDS INC (EIN 13-6104086)
Tax period
2012-12-01 to 2013-11-30
Filed
2014-04-06
IRS object ID
201400969349300600
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-04-06T14:20:12-05:00Timestamp
Tax Period End Date2013-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN133593400EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENFIELD & FORTUNA LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1120 BROADWAY-SUITE 950AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10271ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136104086EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PEF ISRAEL ENDOWMENT FUNDS INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPEFINameControl
Phone2125991260Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1317 MADISON AVENUE NO 607AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGEOFFREY STERNName
TitlePRESIDENTTitle
Phone2125991260Phone
Date Signed2014-04-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN P FORTUNAName
PTINP00124084PTIN
Phone2126089100Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGEOFFREY STERNNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1317 MADISON AVENUE NO 607AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Gross Receipts91366151GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.PEFISRAEL.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1922YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members29NbrIndependentVotingMembers
Total Nbr Employees5TotalNbrEmployees
Total Nbr Volunteers29TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year67524143ContributionsGrantsPriorYear
Contributions Grants Current Year60659284ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year6731033InvestmentIncomePriorYear
Investment Income Current Year7119316InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year30OtherRevenueCurrentYear
Total Revenue Prior Year74255176TotalRevenuePriorYear
Total Revenue Current Year67778630TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year70900291GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY69240845GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year458987SalariesEtcPriorYear
Salaries Etc Current Year435147SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year22254TotalFundrsngExpCurrentYear
Other Expense Prior Year1081231OtherExpensePriorYear
Other Expenses Current Year1067870OtherExpensesCurrentYear
Total Expenses Prior Year72440509TotalExpensesPriorYear
Total Expenses Current Year70743862TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1814667RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-2965232RevenuesLessExpensesCY
Total Assets BOY114897384TotalAssetsBOY
Total Assets EOY124022015TotalAssetsEOY
Total Liabilities BOY1152760TotalLiabilitiesBOY
Total Liabilities EOY1186589TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY113744624NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY122835426NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense69516201Expense
Grants69240845Grants
DescriptionPEF 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 PROMOTIONDescription
Total Program Service Expense69516201TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10965NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees5NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryISNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members29NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1GEOFFREY STERN PEF ISRAEL EBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2125991260TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1317 MADISON AVE STE 607AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
HARRY S ALLEN
TRUSTEE0.00X000
MARK I BANE
TRUSTEE0.00X000
DR SHULAMIT BAR-SHANY
VICE PRESIDENT/TRUSTEE0.00X000X
KENNETH ABRAHAMI
TRUSTEE0.00X000
ERNEST BIAL
TRUSTEE0.00X000
HARVEY BRECHER
CHAIRMAN/TRUSTEE5.00X000X
STEPHAN BRUMBERG
TRUSTEE0.00X000
JOSEPH CIECHANOVER
TRUSTEE0.00X000
CHAIM EDELSTEIN
TRUSTEE0.00X000
THOMAS J FLEISCH
VICE PRESIDENT/TRUSTEE0.00X000X
BHARRISON FRANKEL
TRUSTEE5.00X000
ERNEST S FREFICHS
TRUSTEE0.00X000
ELI S GARBER
ASST. TREASURER/TRUSTEE0.00X000X
SIMON GLICK
TRUSTEE0.00X000
ROBERT GOTTESMAN
TRUSTEE0.00X000
ETHAN GROSSMAN
TRUSTEE0.00X000
PAUL J ISAAC
TREASURER/TRUSTEE10.00X000X
MICHAEL G JESSELSON
TRUSTEE0.00X000
DAVID S LOBEL
TRUSTEE0.00X000
RALPH E LOEWENBERG
TRUSTEE0.00X000
ANDREW MEYERS
SECRETARY/TRUSTEE0.50X000X
SHARON LIBERMAN MINTZ
VICE PRESIDENT/TRUSTEE0.00X000X
HEIDI ROTHBERG
TRUSTEE0.00X000
SYLVIA SAFER
TRUSTEE0.00X000
MEL SCULT
TRUSTEE0.00X000
ROBERT M SELTZER
TRUSTEE0.00X000
BURT ALLEN SOLOMON
TRUSTEE0.00X000
GEOFFREY STERN
PRESIDENT/TRUSTEE25.00X000X
DR STEVEN UNGERLEIDER
TRUSTEE0.00X000
CRISTINA NOBLE
DIRECTOR OF OPERATIONS40.00124374010182X
MARY EBNER
CONTROLLER40.00118837010527X
FieldValueIRS element (for citing)
Total Reportable Comp From Org243211TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation20709TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
NEUBERGER BERMAN
605 THIRD AVENUE 2ND FLOOR BOX 211NEW YORKNY10158INVESTMENT MANAGEMENT307916
MERRILL LYNCH
1 WORLD FINANCIAL CENTERNEW YORKNY10015INVESTMENT MANAGEMENT131818
GREENFIELD & FORTUNA LLP
120 BROADWAY SUITE 950NEW YORKNY10271AUDITING SERVICES116555
KELLEY DRYE & WARREN LLP
101 PARK AVENUENEW YORKNY10178LEGAL SERVICES108947
SANFORD BERNSTEIN
1345 AVENUE OF THE AMERICASNEW YORKNY10105INVESTMENT MANAGEMENT100316
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
All Other Contributions60659284AllOtherContributions
Noncash Contributions2009447NoncashContributions
Total Contributions60659284TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2204551TotalRevenueColumn
Exclusion$2,204,551ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities28502286Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities23587521Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities4914765Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column4914765TotalRevenueColumn
Exclusion$4,914,765ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionORDINARY INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column30TotalRevenueColumn
Exclusion$30ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue30TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column67778630TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$7,119,346ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total410846Total
Program Services410846ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total68829999Total
Program Services68829999ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total368598Total
Program Services124039ProgramServices
Management And General234532ManagementAndGeneral
Fundraising10027Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total37227Total
Program Services12528ProgramServices
Management And General23687ManagementAndGeneral
Fundraising1012Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total29322Total
Program Services9867ProgramServices
Management And General18657ManagementAndGeneral
Fundraising798Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total51126Total
Management And General51126ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total115090Total
Management And General115090ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total630040Total
Management And General630040ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total67374Total
Program Services22672ProgramServices
Management And General42869ManagementAndGeneral
Fundraising1833Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total111713Total
Program Services37593ProgramServices
Management And General71081ManagementAndGeneral
Fundraising3039Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total5600Total
Management And General5600ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total17602Total
Program Services5923ProgramServices
Management And General11200ManagementAndGeneral
Fundraising479Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
OUTSIDE SERVICES6273462734
ANNUAL REPORT- PRINTING50665066
FILING FEES15251525

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total70743862Total
Program Services69516201ProgramServices
Management And General1205407ManagementAndGeneral
Fundraising22254Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY6725783BOY
EOY3017495EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY37980BOY
EOY41255EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis70957LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec59874LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY15473BOY
EOY11083EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY96628396BOY
EOY107804082EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY11275865BOY
EOY12972885EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY213887BOY
EOY175215EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY114897384BOY
EOY124022015EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4426BOY
EOY4889EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY1148334BOY
EOY1181700EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1152760BOY
EOY1186589EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY88603024BOY
EOY97391305EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3962775BOY
EOY4265296EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY21178825BOY
EOY21178825EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY113744624BOY
EOY122835426EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY114897384BOY
EOY124022015EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-2965232ReconcilationRevenueExpenses
Reconciliation Unrealized Invest12056034ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years47995288CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years45113843CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years48306285CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year67524143CurrentTaxYearMinus1Year
Current Tax Year60659284CurrentTaxYear
Total269598843Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years47995288CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years45113843CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years48306285CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year67524143CurrentTaxYearMinus1Year
Current Tax Year60659284CurrentTaxYear
Total269598843Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total57052063AmountsSubstContributorsTotal
Public Support Total170212546780PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3578955CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2747485CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2633471CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2377894CurrentTaxYearMinus1Year
Current Tax Year2204551CurrentTaxYear
Total13542356Total
FieldValueIRS element (for citing)
Total Support283141199TotalSupport
Public Support Pertcentage1700.75070PublicSupportPertcentage170
Public Support Pertcent Prior Year0.77120PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held57NumberDAFsHeld
Number Funds Held31NumberFundsHeld
Donor Advised Contributions15576141DonorAdvisedContributions
Contrib To Funds And Other Accounts45083143ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds19533135GrantsPaidFromDonorFunds
Grants Funds And Other Accounts49707710GrantsFundsAndOtherAccounts
Aggregate DAF Value49409212AggregateDAFValue
Aggregate Fund Value73426214AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance19974602BeginningOfYearBalance
Investment Earnings Or Losses4193979InvestmentEarningsOrLosses
Grants Or Scholarships1633174GrantsOrScholarships
Administrative Expenses257222AdministrativeExpenses
End Of Year Balance22278185EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance19558011BeginningOfYearBalance
Investment Earnings Or Losses2280257InvestmentEarningsOrLosses
Grants Or Scholarships1621039GrantsOrScholarships
Administrative Expenses242627AdministrativeExpenses
End Of Year Balance19974602EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance21769027BeginningOfYearBalance
Investment Earnings Or Losses1200964InvestmentEarningsOrLosses
Grants Or Scholarships3162436GrantsOrScholarships
Administrative Expenses249544AdministrativeExpenses
End Of Year Balance19558011EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance21623378BeginningOfYearBalance
Investment Earnings Or Losses2210997InvestmentEarningsOrLosses
Grants Or Scholarships1823980GrantsOrScholarships
Administrative Expenses241368AdministrativeExpenses
End Of Year Balance21769027EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance20069781BeginningOfYearBalance
Contributions600Contributions
Investment Earnings Or Losses3491511InvestmentEarningsOrLosses
Grants Or Scholarships1713023GrantsOrScholarships
Administrative Expenses225491AdministrativeExpenses
End Of Year Balance21623378EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.83000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.17000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis70957OtherCostOrOtherBasis
Depreciation59874Depreciation
Book Value11083BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings11083TotalOfBookValueLandBuildings

Other Securities OtherSecurities (6 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
STATE OF ISRAEL OBLIGATIONS3000F
DAVIDSON KEMPNER INST. PARTNERS2068850F
972.35 SHS PALOMA INTERNATIONAL LIMITED2489537F
6168.0753 SHS ELLIOTT INTERNATIONAL LIMITED6021892F
2723.7914 SHS SENECA CAPITAL INT'L LTD1299606F
BRAUSE & BRAUSE PARTNERSHIP1090000F
FieldValueIRS element (for citing)
Total Of Book Value Securities12972885TotalOfBookValueSecurities
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt79204624TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments12056034NetUnrealizedGainsInvestments
Revenue Not Rptd F99012056034RevenueNotRptdF990
Revenue Subtotal67148590RevenueSubtotal
Investment Expenses Not Included630040InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt630040RevenueNotRptdOnFinStmt
Total Revenue Per Form99067778630TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt70113822TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal70113822ExpensesSubtotal
Investment Expenses Not Included2630040InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt630040ExpensesNotRptdOnFinStmt
Total Expenses Per Form99070743862TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: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, 2013 AND 2012. 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, 2010, 2011, 2012 AND 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionMIDDLE EASTRegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedGRANTS TO RECIPIENTS LOCATED IN THE REGIONTypeOfActivitiesConducted
Total Expenditures68829999TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent68829999SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent68829999TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionSEE SCHEDULE ATTACHEDRegion
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs522TotalNumberOf501c3Orgs
Total Number Of Other Orgs522TotalNumberOfOtherOrgs
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
ExplanationPART 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.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
AMERICAN ORT FEDERATION
75 MAIDEN LANE 10TH FLOORNEW YORKNY10038135562969501(C)(3)28422GENERAL SUPPORT
AMERICAN RED MAGEN DAVID FOR ISRAEL
352 SEVENTH AVENUE SUITE 400NEW YORKNY10001131790719501(C)(3)28422GENERAL SUPPORT
ISRAEL CANCER RESEARCH FUND
295 MADISON AVENUE SUITE 1030NEW YORKNY10017510181215501(C)(3)10510GENERAL SUPPORT
JEWISH FEDERATION OF GREATER NEW HAVEN
360 AMITY ROADWOODBRIDGECT06525060647025501(C)(3)140000GENERAL SUPPORT
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021131659627501(C)(3)153960GENERAL SUPPORT
NEW ISRAEL FUND
2100 M STREET NW SUITE 619WASHINGTONDC20037942607722501(C)(3)17750GENERAL SUPPORT
UJA EMERGENCY FUND
C/O UJA- COUNCIL OF ORGANIZATIONSNEW YORKNY10022510172429501(C)(3)28422GENERAL SUPPORT130 EAST 59TH STREET
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants7TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations7TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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.Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions43NumberOfContributions
Noncash Contribs Rptd F9902009447NoncashContribsRptdF990
Method Of Determining RevenuesAVG. PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMETHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS:Identifier
Return ReferencePART I, COLUMN (B):ReturnReference
ExplanationTHE NUMBER LISTED ON PART I, COLUMN B, LINE 9, IS THE NUMBER OF CONTRIBUTIONS RECEIVED.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11OUR 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 12CTHE 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 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST