2026-09-03T07:15:22-05:00 2025-11-30 133593400 GREENFIELD & FORTUNA LLP 120 BROADWAY-SUITE 950 NEW YORK NY 10271 990 2024-12-01 136104086 PEF ISRAEL ENDOWMENT FUNDS INC PEFI 2125991260 630 THIRD AVENUE15TH FLOOR NEW YORK NY 100176745 GEOFFREY STERN PRESIDENT 2125991260 2026-05-14 1 1 JOHN P FORTUNA P00124084 2126089100 2024 GEOFFREY STERN 630 THIRD AVENUE15TH FLOOR NEW YORK NY 100176745 368283948 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. 13 13 4 0 9242 8242 256388176 291638102 0 0 10294445 19520529 15329 15964 266697950 311174595 262534440 305679736 0 0 679286 698895 0 0 23901 2253380 2554247 265467106 308932878 1230844 2241717 209481268 210432277 1594986 1459061 207886282 208973216 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 306179672 305679736 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 306179672 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 4 1 1 1 1 IS 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY CA FL MD NJ X GEOFFREY STERN PEF ISRAEL E 2125991260 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 X ERNEST BIAL TRUSTEE 0.05 X 0 0 0 STEPHAN BRUMBERG CHAIRMAN/TRUSTEE 0.05 X 0 0 0 CHAIM EDELSTEIN TRUSTEE 0.05 X 0 0 0 THOMAS J FLEISCH VICE PRESIDENT/TRUSTEE 0.05 X X 0 0 0 ELI S GARBER ASSISTANT TREASURER/TRUSTEE 0.05 X X 0 0 0 SIMON GLICK TRUSTEE 0.05 X 0 0 0 ROBERT GOTTESMAN TRUSTEE 0.05 X 0 0 0 ETHAN GROSSMAN TRUSTEE 0.05 X 0 0 0 PAUL J ISAAC TREASURER/TRUSTEE 5.00 X X 0 0 0 MICHAEL G JESSELSON TRUSTEE 0.05 X 0 0 0 DAVID S LOBEL TRUSTEE 0.05 X 0 0 0 ANDREW MEYERS ALTERNATE SECRETARY/TRUSTEE 0.05 X X 0 0 0 SHARON LIBERMAN MINTZ VICE PRESIDENT/TRUSTEE 0.05 X X 0 0 0 HEIDI ROTHBERG TRUSTEE 0.05 X 0 0 0 MEL SCULT TRUSTEE 0.05 X 0 0 0 ROBERT M SELTZER TRUSTEE 0.05 X 0 0 0 BURT A SOLOMON TRUSTEE 0.05 X 0 0 0 GEOFFREY STERN PRESIDENT/TRUSTEE 20.00 X X 0 0 0 DR STEVEN UNGERLEIDER TRUSTEE 0.05 X 0 0 0 MARK I BANE TRUSTEE 0.05 X 0 0 0 JOE ROSEN TRUSTEE 0.05 X 0 0 0 MICHAEL DOPPELT TRUSTEE 0.05 X 0 0 0 RAFI MUSHER VICE PRESIDENT/SECRETARY/TRUSTEE 0.05 X X 0 0 0 ARIELLA RAVIV TRUSTEE 5.00 X 0 0 0 JOSHUA MUSHER ASSISTANT TREASURER/TRUSTEE 2.00 X X 0 0 0 MAX ZEVIN TRUSTEE 0.05 X 0 0 0 CRISTINA NOBLE DIRECTOR OF OPERATIONS 40.00 X 192115 0 15456 MARY EBNER COMPTROLLER 40.00 X 186942 0 11536 HELI THARP DONOR SUPPORT 40.00 X 109038 0 3721 488095 0 30713 3 0 1 0 NEUBERGER BERMAN BD LLC 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 INVESTMENT MANAGEMENT 629264 MERRILL LYNCH 250 VESEY STREET NEW YORK NY 10281 INVESTMENT MANAGEMENT 218970 GOLDMAN SACHS 200 WEST STREET NEW YORK NY 10282 INVESTMENT MANAGEMENT 201346 GREENFIELD & FORTUNA LLP 120 BROADWAY SUITE 950 NEW YORK NY 10271 AUDITING SERVICES 159725 GARDNER RUSSO & QUINN LLC 223 EAST CHESTNUT STREET LANCASTER PA 17602 INVESTMENT MANAGEMENT 156436 5 291638102 14937228 291638102 3455208 3455208 9412 3808 5604 5604 5604 73170866 57105545 16065321 16065321 16065321 INVESTMENT PARTNERSHIP ORDINARY L 523000 10360 9242 1118 10360 311174595 16065321 9242 3461930 1103611 1103611 304576125 304576125 586730 199488 375507 11735 112165 38136 71786 2243 102921 102921 159875 159875 1278342 1278342 32368 11005 20716 647 298082 101348 190772 5962 114667 38987 73387 2293 783 783 29352 9980 18785 587 CREDIT CARD PROCESSING 309789 309789 CONSULTING SERVICES 212716 86542 125740 434 COMPUTER CONSULTING SER 14450 14450 TAXES AND FILING FEES 902 902 308932878 306179672 2729305 23901 7111684 21999974 20002137 3037337 57871 69333 86180 85334 1629 846 163652081 165267976 17582554 18843317 1073312 1213494 209481268 210432277 329986 206061 1265000 1253000 1594986 1459061 X 154145302 153448221 53740980 55524995 207886282 208973216 209481268 210432277 2241717 -1154783 0 X 0 1 X 1 0 X 166172392 173250250 281443380 256388176 291638102 1168892300 166172392 173250250 281443380 256388176 291638102 1168892300 120803488 1048088812 2119484 2387933 3089375 3219308 3471158 14287258 1183179558 0.88580 0.85910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83 26 46621968 245016134 59202848 246476888 145826003 63147213 1 1 74879872 1099406 7427830 4366302 529196 78511610 63567739 2105093 13032658 3329482 496136 74879872 45551193 17950608 3997882 3460685 471262 63567736 51574935 468628 -2859849 3101575 530946 45551193 40804734 5016146 9119632 2883511 482066 51574935 0.29280 0.34030 0.36690 0 0 86180 85334 846 846 DAVIDSON KEMPNER INST. PARTNERS 4183499 F 5903.1238 SHS ELLIOTT INTERNATIONAL LIMITED 14659818 F 18843317 X 308741470 -1154783 -1154783 309896253 1278342 1278342 311174595 307654536 0 307654536 1278342 1278342 308932878 PART V, LINE 4: THE ENDOWMENTS AND INCOME ARE USED FOR THE PAYMENT OF GRANTS PURSUANT TO THE BOARDS AND DONOR'S 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. 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. 1 MIDDLE EAST GRANTS TO RECIPIENTS LOCATED IN THE REGION 304576125 0 0 0 0 0 0 304576125 0 304576125 1072 1 0 1 1 1 0 1 ISRAEL CANCER RESEARCH FUND 52 VANDERBILT AVE STE 1410 NEW YORK NY 10017 510181215 501(C)(3) 400236 0 GENERAL SUPPORT JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501(C)(3) 400150 0 GENERAL SUPPORT AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 WEST 36TH STREET STE 1100 NEW YORK NY 10018 131790719 501(C)(3) 36942 0 GENERAL SUPPORT ORT AMERICA 75 MAIDEN LANE 10TH FL NEW YORK NY 10038 135562969 501(C)(3) 35992 0 GENERAL SUPPORT NEW ISRAEL FUND 6 EAST 39TH STREET SUITE 301 NEW YORK NY 10016 942607722 501(C)(3) 110000 0 GENERAL SUPPORTGENERAL SUPPORT UJA-FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 510172429 501(C)(3) 35992 0 GENERAL SUPPORT ISRAEL HEALTHCARE FOUNDATION INC C/O PERRY DAVIS ASSOCIATES 1441 BROADWAY STE 6701 NEW YORK NY 10018 273649987 501(C)(3) 83000 0 GENERAL SUPPORT 7 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. 0 0 0 0 0 0 0 0 0 CRISTINA NOBLE DIRECTOR OF OPERATIONS 185000 0 7115 0 0 0 0 0 15456 0 207571 0 0 0 MARY EBNER COMPTROLLER 180000 0 6942 0 0 0 0 0 11536 0 198478 0 0 0 X 111 14937228 AVG. PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: RAFI MUSHER JOSHUA MUSHER BUSINESS RELATIONSHIP: PAUL J. ISAAC JOSHUA MUSHER FORM 990, PART VI, SECTION B, LINE 11B 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 (WHICH INCLUDES BOARD MEMBERS) 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