2014-04-06T14:20:12-05:00 2013-11-30 133593400 GREENFIELD & FORTUNA LLP 120 BROADWAY-SUITE 950 NEW YORK NY 10271 990 2012-12-01 136104086 PEF ISRAEL ENDOWMENT FUNDS INC PEFI 2125991260 317 MADISON AVENUE NO 607 NEW YORK NY 10017 GEOFFREY STERN 2125991260 2014-04-06 1 JOHN P FORTUNA P00124084 2126089100 2012 2015-11-30 17:44:51Z GEOFFREY STERN 317 MADISON AVENUE NO 607 NEW YORK NY 10017 91366151 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. 29 29 5 29 0 0 67524143 60659284 0 0 6731033 7119316 0 30 74255176 67778630 70900291 69240845 0 0 458987 435147 0 0 22254 1081231 1067870 72440509 70743862 1814667 -2965232 114897384 124022015 1152760 1186589 113744624 122835426 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 69516201 69240845 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 69516201 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 5 0 1 5 1 0 1 IS 0 0 0 0 0 0 0 0 X 29 29 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 317 MADISON AVE STE 607 NEW YORK NY 10017 HARRY S ALLEN 0.00 X 0 0 0 MARK I BANE 0.00 X 0 0 0 DR SHULAMIT BAR-SHANY 0.00 X X 0 0 0 KENNETH ABRAHAMI 0.00 X 0 0 0 ERNEST BIAL 0.00 X 0 0 0 HARVEY BRECHER 5.00 X X 0 0 0 STEPHAN BRUMBERG 0.00 X 0 0 0 JOSEPH CIECHANOVER 0.00 X 0 0 0 CHAIM EDELSTEIN 0.00 X 0 0 0 THOMAS J FLEISCH 0.00 X X 0 0 0 BHARRISON FRANKEL 5.00 X 0 0 0 ERNEST S FREFICHS 0.00 X 0 0 0 ELI S GARBER 0.00 X X 0 0 0 SIMON GLICK 0.00 X 0 0 0 ROBERT GOTTESMAN 0.00 X 0 0 0 ETHAN GROSSMAN 0.00 X 0 0 0 PAUL J ISAAC 10.00 X X 0 0 0 MICHAEL G JESSELSON 0.00 X 0 0 0 DAVID S LOBEL 0.00 X 0 0 0 RALPH E LOEWENBERG 0.00 X 0 0 0 ANDREW MEYERS 0.50 X X 0 0 0 SHARON LIBERMAN MINTZ 0.00 X X 0 0 0 HEIDI ROTHBERG 0.00 X 0 0 0 SYLVIA SAFER 0.00 X 0 0 0 MEL SCULT 0.00 X 0 0 0 ROBERT M SELTZER 0.00 X 0 0 0 BURT ALLEN SOLOMON 0.00 X 0 0 0 GEOFFREY STERN 25.00 X X 0 0 0 DR STEVEN UNGERLEIDER 0.00 X 0 0 0 CRISTINA NOBLE 40.00 X 124374 0 10182 MARY EBNER 40.00 X 118837 0 10527 243211 0 20709 2 0 0 0 NEUBERGER BERMAN 605 THIRD AVENUE 2ND FLOOR BOX 211 NEW YORK NY 10158 INVESTMENT MANAGEMENT 307916 MERRILL LYNCH 1 WORLD FINANCIAL CENTER NEW YORK NY 10015 INVESTMENT MANAGEMENT 131818 GREENFIELD & FORTUNA LLP 120 BROADWAY SUITE 950 NEW YORK NY 10271 AUDITING SERVICES 116555 KELLEY DRYE & WARREN LLP 101 PARK AVENUE NEW YORK NY 10178 LEGAL SERVICES 108947 SANFORD BERNSTEIN 1345 AVENUE OF THE AMERICAS NEW YORK NY 10105 INVESTMENT MANAGEMENT 100316 5 60659284 2009447 60659284 2204551 2204551 28502286 23587521 4914765 4914765 4914765 ORDINARY INCOME 900099 30 30 30 67778630 0 0 7119346 410846 410846 68829999 68829999 368598 124039 234532 10027 37227 12528 23687 1012 29322 9867 18657 798 51126 51126 115090 115090 630040 630040 67374 22672 42869 1833 111713 37593 71081 3039 5600 5600 17602 5923 11200 479 OUTSIDE SERVICES 62734 62734 ANNUAL REPORT- PRINTING 5066 5066 FILING FEES 1525 1525 70743862 69516201 1205407 22254 6725783 3017495 37980 41255 70957 59874 15473 11083 96628396 107804082 11275865 12972885 213887 175215 114897384 124022015 4426 4889 1148334 1181700 1152760 1186589 X 88603024 97391305 3962775 4265296 21178825 21178825 113744624 122835426 114897384 124022015 -2965232 12056034 0 X 0 1 X 1 0 X 47995288 45113843 48306285 67524143 60659284 269598843 47995288 45113843 48306285 67524143 60659284 269598843 57052063 212546780 3578955 2747485 2633471 2377894 2204551 13542356 283141199 0.75070 0.77120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 31 15576141 45083143 19533135 49707710 49409212 73426214 1 1 19974602 4193979 1633174 257222 22278185 19558011 2280257 1621039 242627 19974602 21769027 1200964 3162436 249544 19558011 21623378 2210997 1823980 241368 21769027 20069781 600 3491511 1713023 225491 21623378 0.83000 0.17000 0 0 70957 59874 11083 11083 STATE OF ISRAEL OBLIGATIONS 3000 F DAVIDSON KEMPNER INST. PARTNERS 2068850 F 972.35 SHS PALOMA INTERNATIONAL LIMITED 2489537 F 6168.0753 SHS ELLIOTT INTERNATIONAL LIMITED 6021892 F 2723.7914 SHS SENECA CAPITAL INT'L LTD 1299606 F BRAUSE & BRAUSE PARTNERSHIP 1090000 F 12972885 X 79204624 12056034 12056034 67148590 630040 630040 67778630 70113822 0 70113822 630040 630040 70743862 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. 1 MIDDLE EAST 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 68829999 0 0 0 0 0 0 68829999 0 68829999 SEE SCHEDULE ATTACHED 522 522 1 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) 28422 GENERAL SUPPORT AMERICAN RED MAGEN DAVID FOR ISRAEL 352 SEVENTH AVENUE SUITE 400 NEW YORK NY 10001 131790719 501(C)(3) 28422 GENERAL SUPPORT ISRAEL CANCER RESEARCH FUND 295 MADISON AVENUE SUITE 1030 NEW YORK NY 10017 510181215 501(C)(3) 10510 GENERAL SUPPORT JEWISH FEDERATION OF GREATER NEW HAVEN 360 AMITY ROAD WOODBRIDGE CT 06525 060647025 501(C)(3) 140000 GENERAL SUPPORT JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501(C)(3) 153960 GENERAL SUPPORT NEW ISRAEL FUND 2100 M STREET NW SUITE 619 WASHINGTON DC 20037 942607722 501(C)(3) 17750 GENERAL SUPPORT UJA EMERGENCY FUND C/O UJA- COUNCIL OF ORGANIZATIONS 130 EAST 59TH STREET NEW YORK NY 10022 510172429 501(C)(3) 28422 GENERAL SUPPORT 7 7 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X 43 2009447 AVG. PRICE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: 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 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