Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)450 NORTH SAM HOUSTON PKWY NO 250
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77060
A Employer identification number

47-2374942
B Telephone number (see instructions)

(713) 559-7900
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,612,984J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 300,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,393 2,393  
4 Dividends and interest from securities... 409,786 400,648  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -63,365
b Gross sales price for all assets on line 6a 10,181,651
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 341 341  
12 Total. Add lines 1 through 11........ 649,155 403,382  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 18,582 9,291   9,291
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,018 1,660   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,497 2,249   2,248
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 77,357 76,969   255
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,454 90,169   11,794
25 Contributions, gifts, grants paid....... 310,479 310,479
26 Total expenses and disbursements. Add lines 24 and 25 437,933 90,169   322,273
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 211,222
b Net investment income (if negative, enter -0-) 313,213
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,001,828 6,184,016 6,184,016
2 Savings and temporary cash investments......... 4,746,488 1,485,916 1,485,916
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,197,449 Click to see attachment2,006,718 2,006,718
b Investments—corporate stock (attach schedule)....... 2,985,687 Click to see attachment1,446,686 1,446,686
c Investments—corporate bonds (attach schedule)....... 1,257,198 Click to see attachment2,933,937 2,933,937
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,897,834 Click to see attachment3,555,711 3,555,711
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,086,484 17,612,984 17,612,984
Liabilities 17 Accounts payable and accrued expenses.......... 8,700  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 8,700 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 18,077,784 17,612,984
30 Total net assets or fund balances (see instructions)..... 18,077,784 17,612,984
31 Total liabilities and net assets/fund balances (see instructions). 18,086,484 17,612,984
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,077,784
2
Enter amount from Part I, line 27a .....................
2
211,222
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,200
4
Add lines 1, 2, and 3 ..........................
4
18,293,206
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
680,222
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
17,612,984
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - MERRILL LYNCH 03875     2018-12-31
b PUBLICLY TRADED SECURITIES - MERRILL LYNCH 03876     2018-12-31
c PUBLICLY TRADED SECURITIES - MERRILL LYNCH 03877     2018-12-31
d PUBLICLY TRADED SECURITIES - MERRILL LYNCH 03878     2018-12-31
e PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071101     2018-12-31
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071145     2018-12-31
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071145     2018-12-31
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071144     2018-12-31
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071144     2018-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99541     2018-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99648     2018-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99648     2018-12-31
PUBLICLY TRADED SECURITIES - WILLIAM BLAIR     2018-12-31
PUBLICLY TRADED SECURITIES - WILLIAM BLAIR     2018-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3152     2018-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3152     2018-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3153     2018-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3153     2018-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3154     2018-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3154     2018-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3155     2018-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3155     2018-12-31
PUBLICLY TRADED SECURITIES - JP MORGAN 83137529     2018-12-31
PHAR OLAM INTERNATIONAL LTD - ESCROW BALANCE D   2018-02-15
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 62   64 -2
b 56   58 -2
c 235,334   240,813 -5,479
d 97,022   95,247 1,775
e 400,946   413,475 -12,529
80,526   82,518 -1,992
13,000   13,000 0
976,654   1,006,400 -29,746
794,459   747,794 46,665
200,325   224,051 -23,726
50,000   50,000 0
100,000   99,785 215
2,613,553   2,658,760 -45,207
130,024   101,549 28,475
2,334   2,317 17
93,059   98,842 -5,783
597   597 0
46,164   49,728 -3,564
638,064   663,763 -25,699
1,595,439   1,688,504 -93,065
66,973   67,608 -635
67,273   72,562 -5,289
1,781,041   1,867,581 -86,540
156,162     156,162
42,584     42,584
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2
b       -2
c       -5,479
d       1,775
e       -12,529
      -1,992
      0
      -29,746
      46,665
      -23,726
      0
      215
      -45,207
      28,475
      17
      -5,783
      0
      -3,564
      -25,699
      -93,065
      -635
      -5,289
      -86,540
      156,162
      42,584
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -63,365
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,486,520 17,117,005 0.086845
2016 332,307 2,248,766 0.147773
2015 80,296 1,050,013 0.076471
2014 0 980,591 0.000000
2013      
2
Total of line 1, column (d) .....................
2
0.311089
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.077772
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
17,950,566
5
Multiply line 4 by line 3......................
5
1,396,051
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,132
7
Add lines 5 and 6........................
7
1,399,183
8
Enter qualifying distributions from Part XII, line 4,.............
8
322,273
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,264
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,264
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,264
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 25,810
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,810
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 19,544
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet19,544 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletZEV MUNK Telephone no.bullet (713) 463-8075

    Located atbullet450 N SAM HOUSTON PKWY SUITE 250HOUSTONTX ZIP+4bullet77060
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ZEV MUNK PRESIDENT
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 250
    HOUSTON,TX77060
    STANLEY BLEND VICE PRESIDENT
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 250
    HOUSTON,TX77060
    SUSAN MUNK SECRETARY/TREASURER
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 250
    HOUSTON,TX77060
    ALIZA RUTH MILLER ADVISORY BOARD
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 250
    HOUSTON,TX77060
    SHIRA-LEE RIVKA BRENNER ADVISORY BOARD
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 250
    HOUSTON,TX77060
    DANIELLA CHANA WEINSTOCK ADVISORY BOARD
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 250
    HOUSTON,TX77060
    ARI YEHUDA MUNK ADVISORY BOARD
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 250
    HOUSTON,TX77060
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,270,156
    b
    Average of monthly cash balances.......................
    1b
    4,953,769
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,223,925
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    18,223,925
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    273,359
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,950,566
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    897,528
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    897,528
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,264
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,264
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    891,264
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    4,200
    5
    Add lines 3 and 4............................
    5
    895,464
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    895,464
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    322,273
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    322,273
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    322,273
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 895,464
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 21,885
    d From 2016...... 219,869
    e From 2017...... 1,088,729
    fTotal of lines 3a through e........ 1,330,483
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 322,273
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 322,273
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 573,191 573,191
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 757,292
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		757,292
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 757,292
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ZEV MUNK
    SUSAN MUNK
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AGUDATH ISRAEL OF AMERICA
    42 BROADWAY FOURTEENTH FLOOR
    NEW YORK,NY10004     		  501(C)3 GENERAL SUPPORT 2,222
    AHAVAS TZEDOKOS
    326 3RD STREET
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 472
    AISHEL HOUSE
    1955 UNIVERSITY BLVD
    HOUSTON,TX77030     		  501(C)3 GENERAL SUPPORT 1,000
    AMERICAN FRIENDS OF SULAM
    241 VIOLA ROAD
    MONSEY,NY10952     		  501(C)3 GENERAL SUPPORT 1,200
    AMERICAN FRIENDS OF YESHIVA IMREI EMES
    3822 15TH AVE
    BROOKLYN,NY11218     		  501(C)3 GENERAL SUPPORT 800
    BAIS BINYOMIN
    132 PROSPECT ST
    STAMFORD,CT06901     		  501(C)3 GENERAL SUPPORT 1,000
    BAIS CHUNA
    570 BEDFORD AVENUE APT 4B
    BROOKLYN,NY11211     		  501(C)3 GENERAL SUPPORT 175
    BAIS KAILA
    PO BOX 952
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 1,000
    BEIS MEDRESH GOVOHA
    2 HEKEL ROAD
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 6,330
    BEIS MIDRASH OF QUEENS
    17 FORT GEORGE HI APT 7J
    NEW YORK,NY10040     		  501(C)3 GENERAL SUPPORT 250
    BELLAIRE JEWISH CENTER
    12 BELLAIRE TRIANGLE ARC
    BELLAIRE,TX77401     		  501(C)3 GENERAL SUPPORT 1,000
    BNOS BAIS YAAKOV
    155 OBERLIN AVE N
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 25
    BNOS BRACHA
    763 RIVER AVENUE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 610
    CENTER FOR SPECIAL CHILDREN
    1400 PROSPECT STREET
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 1,551
    CHAI LIFELINE
    106 CLIFTON AVENUE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 525
    CHIZUK HATORAH INC
    1044 E 13TH STREET
    BROOKLYN,NY11230     		  501(C)3 GENERAL SUPPORT 250
    CHOFETZ CHAIM HERITAGE
    361 SPOOK ROCK ROAD
    SUFFERN,NY10901     		  501(C)3 GENERAL SUPPORT 10,100
    COMMUNITY KOLLEL OF HOUSTON
    7823 LUDINGTON DR
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 15,000
    CONGREGATION AHAVAS TZDOKAH V'CHESED
    1347 42ND ST
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 1,000
    CONGREGATION BETH AARON
    950 QUEEN ANNE ROAD
    TEANECK,NJ07666     		  501(C)3 GENERAL SUPPORT 12,550
    CONGREGATION BETH RAMBAM
    11333 BRAESRIDGE
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 500
    CONGREGATION FOREST GLEN
    27 GRASSMERE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 1,000
    CONGREGATION PRESIDENTIAL ESTATES
    41 FORD AVENUE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 1,500
    CONGREGATION TIFERETH ZVI
    7561 BEVERLY BLVD
    LOS ANGELES,CA90036     		  501(C)3 GENERAL SUPPORT 302
    CONGREGATION ZICHRON SCHNEUR
    1309 FOURTEENTH STREET
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 420
    DALLAS AREA TORAH ASSOCIATION (DATA)
    5840 FOREST LANE
    DALLAS,TX75230     		  501(C)3 GENERAL SUPPORT 1,000
    FEED ISRAEL
    5229 NEW UTRECHT AVENUE SUITE 400
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 36
    GATEWAYS
    11 WALLENBERG CIRCLE
    MONSEY,NY10952     		  501(C)3 GENERAL SUPPORT 53,000
    HOUSTON KASHRUT ASSOCIATION
    PO BOX 35225
    HOUSTON,TX77235     		  501(C)3 GENERAL SUPPORT 100
    HURWITZ FAMILY FUND
    439 W KENNETH ROAD
    GLENDALE,CA91202     		  501(C)3 GENERAL SUPPORT 1,250
    JEWISH EDUCATION PROGRAM SCHOLARSHIP FUND
    425 EAST 9TH STREET
    BROOKLYN,NY11218     		  501(C)3 GENERAL SUPPORT 1,800
    JEWISH FAMILY SERVICE
    4131 S BRAESWOOD BLVD
    HOUSTON,TX77025     		  501(C)3 GENERAL SUPPORT 200
    JEWISH LEARNING CENTER
    7130 CAMPBELL SUITE 204
    DALLAS,TX75248     		  501(C)3 GENERAL SUPPORT 500
    KEREN HACHESED STUDENT AID FUND
    C/O DOV KREISWIRTH
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 7,200
    KHAL ZICHRON ARYEH LEIB
    111 BROADWAY 7TH FL
    NEW YORK,NY10006     		  501(C)3 GENERAL SUPPPORT 1,000
    KOLLEL LEHORA
    259 GRANDVIEW AVENUE
    SUFFERN,NY10901     		  501(C)3 GENERAL SUPPORT 10,000
    KOLLEL TIFERES TORAH
    1055 63RD ST
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 500
    KUPAS HACHESED FOUNDATION
    10 FIRST ST
    SPRING VALLEY,NY10977     		  501(C)3 GENERAL SUPPORT 312
    LEV SHLOMO
    7201 PARK HEIGHTS AVE
    BALTIMORE,MD21208     		  501(C)3 GENERAL SUPPORT 720
    MESITVA OF LONG BEACH
    205 WEST BEECH ST
    LONG BEACH,NY11561     		  501(C)3 GENERAL SUPPORT 10,000
    MESIVTA LEV TMIMIM
    17 BLUEBERRY HILL RD
    MONSEY,NJ10952     		  501(C)3 GENERAL SUPPORT 180
    MESIVTA OF GREATER BOSTON
    34 SPARHAWK ST
    BRIGHTON,MA02135     		  501(C)3 GENERAL SUPPORT 180
    MEYERLAND MINYAN
    9606 CHIMNEY ROCK RD
    HOUSTON,TX77096     		  501(C)3 GENERAL SUPPORT 1,000
    MISAMEACH
    326 3RD STREET SUITE 305
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 2,000
    MONTREAL TORAH CENTER - DRAW
    28 CLEVE ROAD
    HAMPSTEAD,OCHX3 1A6
    CA     		  501(C)3 GENERAL SUPPORT 78
    MOSDOT BOTOSHAN
    1148 49TH STREET
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 150
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE RD SUITE 1200
    JENKINTOWN,PA19046     		  501(C)3 GENERAL SUPPORT 22,000
    NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS
    620 FOSTER AVE
    BROOKLYN,NY11230     		  501(C)3 GENERAL SUPPORT 1,437
    NATIONAL YIDDISH BOOK CENTER
    1021 WEST STREET
    AMHERST,MA01002     		  501(C)3 GENERAL SUPPORT 54
    NCSY
    7626 COACHWOOD DR
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 5,000
    NEIMUS MOSHE
    1662 47TH ST
    BROOKLYN,NY11204     		  501(C)3 GENERAL SUPPORT 1,000
    NER ISRAEL RABBINICAL COLLEGE
    400 MOUNT WILSON LANE
    BALTIMORE,MD21208     		  501(C)3 GENERAL SUPPORT 300
    NOAM SHABBOS
    1701 45 STREET
    BROOKLYN,NY11204     		  501(C)3 GENERAL SUPPORT 180
    OHEL SHAIM
    188 HEWES ST
    BROOKLYN,NY11211     		  501(C)3 GENERAL SUPPORT 450
    OHEL YISRAEL
    18 SDEI CHEMED ST
    MODIIN ILIT   71919
    IS     		  501(C)3 GENERAL SUPPORT 380
    OHR YAAKOV
    132 NASSAU ST RM 300
    NEW YORK,NY10038     		  501(C)3 GENERAL SUPPORT 200
    ORLANDO TORAH ACADEMY
    8651 COMMODITY CIRCLE
    ORLANDO,FL32819     		  501(C)3 GENERAL SUPPORT 360
    ORTHODOX UNION
    11 BROADWAY 1301
    NEW YORK,NY10004     		  501(C)3 GENERAL SUPPORT 36
    PROJECT REFUAH
    3611 14TH AVENUE STE 217
    BROOKLYN,NY11218     		  501(C)3 GENERAL SUPPORT 750
    RABBINICAL SEMINARY OF ISRAEL
    1357 51ST ST
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 100
    RAV CHESED
    1210 43RD STREET
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 175
    RAV PE'ALIM INSTITUTIONS
    2 REUVEN GAMSON ST
    JERUSALEM   91270
    IS     		  501(C)3 GENERAL SUPPORT 54
    REGESH NETWORK
    146 COLES WAY
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 1,000
    SAMCHAINU
    1432 EAST 17TH STREET
    BROOKLYN,NY11230     		  501(C)3 GENERAL SUPPORT 1,000
    SLABODKA YESHIVA
    HA-REV SHER ST 12
    BNEI BRAK    
    IS     		  501(C)3 GENERAL SUPPORT 10,000
    STAM GEMILAS CHESED FUND
    615 FOREST AVE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 400
    TEAM LIFELINE
    151 WEST 30TH STREET
    NEW YORK,NY10001     		  501(C)3 GENERAL SUPPORT 184
    THE RETURNING LIGHT
    7935 WOLFIELD LN
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 500
    TOMCHEI SHABBAT OF HOUSTON
    9225 KATY FWY 200
    HOUSTON,TX77024     		  501(C)3 GENERAL SUPPORT 500
    TORAH GIRLS ACADEMY OF HOUSTON
    10101 FONDREN ROAD SUITE 136
    HOUSTON,TX77096     		  501(C)3 GENERAL SUPPORT 10,000
    TORAH INSTITUTE OF BALTIMORE
    35 ROSEWOOD LN
    OWINGS MILLS,MD21117     		  501(C)3 GENERAL SUPPORT 500
    TORAH SCHOOL FOR ISRAEL
    1607 45TH STREET
    BROOKLYN,NY11204     		  501(C)3 GENERAL SUPPORT 450
    TOV V'CHESED
    PO BOX 855
    MONSEY,NY10952     		  501(C)3 GENERAL SUPPORT 1,000
    TSHECHENOV INSTITUTIONS
    PO BOX 11560
    JERUSALEM   91114
    IS     		  501(C)3 GENERAL SUPPORT 540
    UNITED INSTITUTIONS OF KARLIN STOLIN
    1436 42 STREET
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 360
    YAD TOMECH
    48 SD NEHAR HAYARDEN ST
    RAMAT BEIT SHEMESH    
    IS     		  501(C)3 GENERAL SUPPORT 360
    YAD YISROEL
    125 E 9TH STREET
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 100
    YESHIVA AVIR YAKOV
    766 N MAIN STREET
    NEW SQUARE,NY10977     		  501(C)3 GENERAL SUPPORT 4,000
    YESHIVA BEIT RAFAEL
    75-20 VLEIGH PLACE
    FLUSHING,NY11367     		  501(C)3 GENERAL SUPPORT 1,800
    YESHIVA BETH MOSHE
    930 HICKORY ST
    SCRANTON,PA18505     		  501(C)3 GENERAL SUPPORT 150
    YESHIVA DARCHEI TORAH
    21550 W 12 MILE RD
    SOUTHFIELD,MI48076     		  501(C)3 GENERAL SUPPORT 25,000
    YESHIVA OHR OLAM
    214 5TH STREET
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 55,000
    YESHIVA ORCHOS CHAIM
    PO BOX 963
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 1,000
    YOUNG ISRAEL OF HOUSTON
    7823 LUDINGTON DR
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 12,171
    Total .................................bullet 3a 310,479
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2,393  
    4 Dividends and interest from securities....     14 409,786  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 341  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -63,365  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 349,155 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    349,155
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
     
    Employer identification number

    47-2374942
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
          		Employer identification number
    47-2374942
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ZEV AND SUSAN MUNK  
    450 N SAM HOUSTON PKY STE 250
     
    HOUSTON, TX77060

    		$ 300,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
          		Employer identification number

    47-2374942
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
          		Employer identification number

    47-2374942
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING EXPENSE 18,582 9,291   9,291

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ACCRUED INTEREST 3,564 3,564
    AFLAC INC 2.875 10/15/26 13,080 13,080
    ALTRIA GROUP 4.000 01/31/24 12,776 12,776
    AMERICAN HONDA FINANCE 1.700 09/09/21 13,459 13,459
    AMPHENOL CORP FIXED COUPON 2.550 01/30/19 74,951 74,951
    ANGEL OAK MULTI STARTEGY INC INSTL 84,602 84,602
    ANGEL OAK MULTI STARTEGY INC INSTL 84,243 84,243
    APPLE INC NOTE CALL 74,121 74,121
    APPLIED MATERIALS INC 30300 04/01/27 13,432 13,432
    AVALONBAY CMMTYS INC 3.45 06/01/25 12,785 12,785
    BANK OF AMERICA CORP 4.20 08/26/24 12,893 12,893
    BERKSHIRE HATHAWAY INC 3.00 02/11/23 12,881 12,881
    BLACKROCK STRATEGIC INCOME OPPRTSI INSTL 84,052 84,052
    BLACKROCK STRATEGIC INCOME OPPRTSI INSTL 83,627 83,627
    BOEING COMPANY 2.600 10/30/25 13,283 13,283
    BOSTON PROPERTIES 2.750 10/01/26 12,645 12,645
    BP CAPITAL MARKETS 3.561 11/01/21 13,158 13,158
    CAPITAL ONE FINANCIAL 2.500 05/12/20 13,819 13,819
    CHARLES SCHWAB CORP/THE 3.225 09/01/2022 13,006 13,006
    CHIRON CAPITAL ALLOCATION FUND CL I 62,146 62,146
    CHURCH & DWIGHT INC NOTE CALL MAKE WHOLE 74,316 74,316
    CITIGROUP INC 3.500 05/15/23 12,763 12,763
    COMCAST CORP 3.150 03/01/26 12,439 12,439
    DOUBLELINE TOTAL RETURN BOND FUND CL I 82,609 82,609
    DOUBLELINE TOTAL RETURN BOND FUND CL I 82,241 82,241
    ECOLAB 2.00 01/14/19 13,995 13,995
    GS HIGH YIELD FLOATING RATE FUND 88,353 88,353
    HOME DEPOT 2.70 04/01/23 12,866 12,866
    INTEL CORP 2.875 05/11/24 12,683 12,683
    JOHN DEER CAPITAL CORP 1.950 06/22/20 13,782 13,782
    JP MORGAN STRATEGIC INCOME OPPS- CL I 72,924 72,924
    JPMORGAN STRATEGIC INCOME OPPS-CL I 87,596 87,596
    JPMORGAN STRATEGIC INCOME OPPS-CL I 87,180 87,180
    LEGG MASON WESTERN ASSET MACRO OPP I 53,585 53,585
    LORD ABBETT SHORT DURATION INCOME CL F 33,825 33,825
    LORD ABBETT SHORT DURATION INCOME CL F 33,925 33,925
    LOWE'S COS INC 3.375 09/15/26 12,336 12,336
    MEDTRONIC INC 3.150 03/15/22 12,964 12,964
    METLIFE INC 3.600 04/10/24 13,090 13,090
    MICROSOFT CORP 74,379 74,379
    MOODYS CORP MTN CALL MAKE WHOLE 2.750 100,017 100,017
    NOVARTIS CAPITAL CORP 3.100 05/17/27 13,556 13,556
    OCCIDENTAL PETROLEUM CORP 3.000 02/15/27 13,288 13,288
    ORACLE CORPORATION OZARK HOLDING 3.875 07/15/20 13,197 13,197
    PEPSICO 1.350 10/04/19 13,833 13,833
    PHILIP MORRIS INTL 4.125 05/14/21 13,279 13,279
    PUTNAM DIVERSIFIED INCOME TRUST FUND CL Y 32,046 32,046
    QUALCOMM INC 3.450 05/20/25 12,508 12,508
    SIMON PROPERTY GROUP 2.350 01/30/22 13,597 13,597
    SPDR PORTFOLIO AGGREGATE BONG ETF 139,250 139,250
    SPDR PORTFOLIO SHORT TERM CORPORATE BOND 482,240 482,240
    SPDR SER TR BLOMBERG BRC INV 127,554 127,554
    TARGET 2.300 06/26/19 13,955 13,955
    TEMPLETON GLOBAL TOTAL RT ADV CL SH 35,429 35,429
    TEMPLETON GLOBAL TOTAL RT ADV CL SH 70,596 70,596
    TOTAL CAPITAL INTL 2.100 06/19/19 13,939 13,939
    TOYOTA MOTOR CREDIT CORP 2.250 10/18/23 13,256 13,256
    UNITED HEALTH GROUP INC 75,344 75,344
    UNITED PARCEL SERVICE 2.450 10/01/22 12,728 12,728
    UNITEDHEALTH GROUP INC 2.700 0/15/20 12,954 12,954
    VIRGINIA ELECTRIC & POWER CO 3.150 03/13/18 13,520 13,520
    WALT DISNEY COMPANY 2.300 02/12/21 13,826 13,826
    WASTE MANAGEMENT INC 3.150 03/16/18 13,366 13,366
    ZIMMER BIOMET HLDGS INC 74,285 74,285

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AB SELECT US LONG/SHORT PORT ADVISOR 71,313 71,313
    ABBEY CAPITAL FUTURES STRATEGY INSTL 51,626 51,626
    ABBVIE 1,936 1,936
    ACADIA HEALTHCARE 1,620 1,620
    ACTIVISION 1,583 1,583
    ACUSHNET HOLDINGS 1,222 1,222
    ADOBE SYSTEMS 7,240 7,240
    AGREE REALTY 709 709
    AKAMAI TECHNOLOGIES 1,955 1,955
    ALASKA AIR 1,643 1,643
    ALBANY INTL A NEW 562 562
    ALBEMARLE CORPORATION 539 539
    ALEXION PHARM INC 1,266 1,266
    ALIBABA GROUP HLDG LTD 822 822
    ALLERGAN PLC 5,346 5,346
    ALLETE INC 1,448 1,448
    ALLIANT ENERGY 1,648 1,648
    ALNYLAM PHARMA 656 656
    ALPHABET INC CL A 6,270 6,270
    ALPHABET INC CL C 5,178 5,178
    AMAZON COM 19,526 19,526
    AMC NETWORKS INC CL A 494 494
    AMERICAN EXPRESS CO 2,192 2,192
    AMERICAN TOWER REIT COM 1,898 1,898
    AMERIPRISE FINCL INC 2,609 2,609
    AMGEN INC 4,477 4,477
    ANADARKO PETE 2,280 2,280
    ANALOG DEVICES INC 515 515
    ANHEUSER BUSCH INVEB SA SPON 3,291 3,291
    ANSYS INC 2,859 2,859
    APPLE 110,418 110,418
    APPLE INC 4,574 4,574
    AQR MANAGED FUTURES STRATEGY HV CL I 26,346 26,346
    ARTHUR J GALLAGHER 884 884
    ASG MANAGED FUTURES STRATEGY FUND CL Y 21,860 21,860
    ASSURED GUARRANTY LTD 1,799 1,799
    ATHENAHEALTH INC 3,694 3,694
    AUTODESK INC DELAWARE 3,215 3,215
    AUTOLIV INC 1,966 1,966
    AVERY DENNISON CORP 1,168 1,168
    B&G FOODS INC 2,833 2,833
    BAKER HUGHES A GE CO CL A 1,118 1,118
    BANCO BILBAO VIZ ARG SA ADS 1,899 1,899
    BANCOLATINOAMERICANA DE COMER 882 882
    BANK OF AMERICA 7,072 7,072
    BANK OF THE OZARKS 1,484 1,484
    BGC PARTNERS INC CL A 1,220 1,220
    BIOGEN 5,717 5,717
    BIOMARIN PHARMAC SE 681 681
    BLACKROCK INC 1,964 1,964
    BOK FINANCIAL CORP 2,420 2,420
    BRISTOL MYERS SQUIBB CO 936 936
    BROADCOM LTD SHS 2,289 2,289
    BROADRIDGE FIN SOLU LLC 289 289
    CALAMOS MARKET NEUTRAL INCOME CL I 108,265 108,265
    CAPITAL ONE FINANCIAL CORP 2,646 2,646
    CARGURUS INC CL A 1,450 1,450
    CATERPILLAR INC 2,033 2,033
    CELGENE CORP 1,218 1,218
    CHARLES SCHWAB NEW 1,412 1,412
    CHENIERE ENERGY INC NEW 1,835 1,835
    CHIPOTLE MEXICAN GRILL 1,295 1,295
    CHUBB LTD 2,325 2,325
    CITIGROUP INC 3.500 05/15/23 2,603 2,603
    CITRIX SYSTEMS 2,152 2,152
    COCA COLA CO 3,741 3,741
    COHEN & STEERS LOW DUR PRFD & INCOME I 96,842 96,842
    COHEN & STEERS LOW DUR PRFD & INCOME I 78,118 78,118
    COMCAST CORP NEW CLASS A 6,401 6,401
    CONS COMMUNICATIONS HLDGS 553 553
    COSTCO WHOLESALE CORP NEW 1,019 1,019
    CRANE CO 1,083 1,083
    CREE RESEARCH 513 513
    CULLEN FROST BANKERS 2,814 2,814
    CYRUSONE INC 2,538 2,538
    DANAHER CORP 4,434 4,434
    DANONE SPONSORED ADR 1,761 1,761
    DELEK US HLDGS INC 780 780
    DEXCOM INC 3,953 3,953
    DIAGEO PLC 709 709
    DISCOVERY COMMUNICATIONS 693 693
    DOLBY CLA A COM STK 989 989
    DONALDSON CO INC 521 521
    EAST WEST BANCORP 3,091 3,091
    EASTGROUP PROPERTIES 550 550
    EBAY INC 1,544 1,544
    ECOLAB INC 1,621 1,621
    EDITAS MEDICINE INC 182 182
    ENERGIZER HLDGS INC 316 316
    ENLINK MIDSTREAM LLC 1,405 1,405
    ENTERCON COMMUNICATIONS 605 605
    EPR PPTYS COM 1,857 1,857
    EQUINIX INC COM PAR 1,410 1,410
    EQUITY LIFESTYLE PROPERTIES 1,457 1,457
    EVERGY INC COM 1,590 1,590
    FACEBOOK 8,390 8,390
    FARFETCH LTD CL A 1,027 1,027
    FIDELITY NATIONAL FINANCIAL 1,258 1,258
    FIRST REPUBLIC BANK 608 608
    FLUOR CORP 1,513 1,513
    FORTIS INC 434 434
    FOUR CORNERS PPTY TR INC 550 550
    FPA CRESCENT FUND 93,374 93,374
    FREEPORT-MCMORAN INC 1,268 1,268
    FULLER HB AND COMPANY 981 981
    GARMIN LTD SHS 507 507
    GCI LIBERTY INC CL A 165 165
    GENERAL ELECTRIC 1,794 1,794
    GENL DYNAMICS 2,673 2,673
    GILEAD SCIENCE 1,251 1,251
    GOLDMAN SACHS GRP 1,838 1,838
    GOTHAM ABSOLUTE RETURN FUND INSTL 78,828 78,828
    GRUBHUB INC. 1,613 1,613
    GUGGENHEIM MACRO OPPORTUNITIES FUND INST 64,063 64,063
    GUGGENHEIM MACRO OPPORTUNITIES FUND INST 66,224 66,224
    HALLIBURTON CO 1,754 1,754
    HASBRO INC 1,463 1,463
    HAWAIIAN HLDGS INC 819 819
    HEALTHEQUITY INC COM 1,432 1,432
    HNI CORPORATION 673 673
    HOME DEPOT INC 4,639 4,639
    HONEYWELL INTL INC 1,585 1,585
    HOPE BANCORP 688 688
    HUBBELL INC 695 695
    HUNTSMAN CORP 887 887
    IAC INTERACTIVECORP COM 4,027 4,027
    IDEX CORP DELAWARE 758 758
    IHS MARKIT LTD 672 672
    ILLUMINA INC 5,999 5,999
    IMMUNOGEN INC 154 154
    INGREDION INC 1,005 1,005
    INTELLIA THERAPEUTICS INC 150 150
    INTREXON CORP 138 138
    INTUITIVE SURGICAL 5,747 5,747
    IONIS PHARMACEUTICALS INC 1,081 1,081
    J2 GLOBAL INC 763 763
    JAMES RIV GROUP HLDGS 1,608 1,608
    JOHNSON & JOHNSON 1,549 1,549
    JOHNSON CTLS INTL 3,884 3,884
    JP MORGAN CHASE 3,514 3,514
    KAR AUCTION SVCS 1,336 1,336
    KINDER MORGAN INCORP 431 431
    KROGER CO 2,118 2,118
    KULICKE & SOFFA INDS 1,338 1,338
    L3 TECHNOLOGIES 2,084 2,084
    LCI INDS 802 802
    LEIDOS HLDGS 1,213 1,213
    LENNAR CORP 125 125
    LENNAR CORPORATION 5,912 5,912
    LIBERTY BROADBAND 215 215
    LIBERTY BROADBAND S-C 216 216
    LIBERTY INTERACTIVE CORP 258 258
    LIBERTY MEDIA C SER C 481 481
    LIBERTY MEDIA CORP SER A 59 59
    LIBERY MEDIA CORP SER C 1,811 1,811
    LINCOLN ELEC HLDGS 710 710
    LINDE PLC 1,092 1,092
    LIONS GATE ENTMNT CORP CL B 298 298
    LITTLEFUSE INC 1,543 1,543
    LIVANOVA PLC SHS 915 915
    LOGMEIN INC COM 326 326
    LYMH MOET HENNESSEY LOUIS VUITT 3,566 3,566
    MARRIOTT INTL INC NEW CL A 434 434
    MARTIN MARIETTA MATERIALS 2,406 2,406
    MCCORMICK AND CO NONVOTING 975 975
    MEDICAL PROPERTIES TRUST INC 1,688 1,688
    MEDTRONIC PLC SHS 3,820 3,820
    MERCADOLIBRE INC 1,757 1,757
    MICROCHIP TECH 2,733 2,733
    MICROSOFT CORP 8,227 8,227
    MITSUBISHI UFJ FINL 1,495 1,495
    MKS INSTRUMENTS 1,938 1,938
    MODERNA INC 214 214
    MONDELEZ INTL 1,881 1,881
    MONGODB INC CL A 1,759 1,759
    MORGAN STANLEY 2,062 2,062
    MSA SAFETY INC 1,131 1,131
    NATIONAL HEALTH INVESTORS INC 831 831
    NATIONAL OILWELL VARCO 1,028 1,028
    NATIONAL RETAIL PROPERTIES I 776 776
    NATL FUEL GAS CO 2,047 2,047
    NEKTAR THERAPEUTICS 131 131
    NETFLIX INC 1,874 1,874
    NEWMARK GROUP INC CL A 890 890
    NORDSON CP 1,313 1,313
    NOVARTIS AG ADR 2,231 2,231
    NOW INC 489 489
    NUANCE COMMUNICATIONS 609 609
    NUCOR CORPORATION 1,243 1,243
    NUTANIZ INC CL A 665 665
    NVIDIA CORPORATION 1,202 1,202
    OMEGA HEALTHCARE 1,547 1,547
    ORACLE CORP 1,490 1,490
    OSHKOSH CORP 2,514 2,514
    PACKAGING CORP AMER 918 918
    PACWEST BANCORP 2,030 2,030
    PALO ALTO NETWORKS 1,318 1,318
    PARKER HANNIFIN CORP 2,685 2,685
    PAYPAL HLDGS 4,289 4,289
    PENTAIR PLC 604 604
    PHILLIPS 66 COM 3,101 3,101
    PIONEER NATURAL RESOURCES 3,025 3,025
    PNM RESOURCES 452 452
    POLARIS INDUSTRIES 2,607 2,607
    PPG INDUSTRIES 2,760 2,760
    PRUDENTIAL FINANCIAL 1,142 1,142
    QUALCOMM INC 1,309 1,309
    QURATE RETAIL INC SER A 1,035 1,035
    RED HAT INC 1,405 1,405
    REGENERON PHARM 1,494 1,494
    RPM INC 823 823
    RPT REALTY COM SH BEN INT 729 729
    SALESFORCE.COM INC 6,575 6,575
    SCHLUMBERGER LTD 2,417 2,417
    SEAGATE TECHNOLOGY 2,122 2,122
    SERVICENOW 5,698 5,698
    SHOPIFY INC 1,661 1,661
    SNAP-ON INC 1,598 1,598
    SONY CORP ADR 1974 NEW 2,752 2,752
    SPLUNK INC 1,049 1,049
    SPOTIFY TECHNOLOGY SA 3,292 3,292
    SQUARE INC CLASS A 1,458 1,458
    STARBUCKS COR WASHINGTON 3,542 3,542
    STERIS PLC 2,137 2,137
    SUN COMMUNITIES INC 1,424 1,424
    SYNCHRONY FINANCY 1,032 1,032
    TANGER FACTORY OUTLET 687 687
    TARGA RESOURCES CORP 1,585 1,585
    TE CONNECTIVITY LTD 2,193 2,193
    TELEFLEX INC 1,292 1,292
    TEMPURPEDIC 1,490 1,490
    TEXAS INSTRUMENTS 1,134 1,134
    THERMO FISHER SCIENTIFIC 1,790 1,790
    TORTOISE MLP & PIPELINE INST (TORIX) 25,270 25,270
    TRAVELPORT WORLDWIDE LIMITED 2,124 2,124
    TWENTY-FIRST CENTURY FOX CL B 1,529 1,529
    TWILIO INC CL A 1,875 1,875
    TWITTER INC 8,708 8,708
    UNILEVER NV NY SH 2,367 2,367
    UNION PACIFIC CORP 5,253 5,253
    UNITED PARCEL SER INC CL-B 1,170 1,170
    UNITED TECHNOLOGIES 852 852
    UNITEDHEALTH GP INC 9,217 9,217
    VEEVA SYS INC 7,146 7,146
    VERMILLION ENERGY INC 1,496 1,496
    VERTEX PHARMACEUTICALS 1,326 1,326
    VISA INC CL A 3,430 3,430
    VMWARE INC 960 960
    WALGREENS BOOTS ALLIANCE 2,187 2,187
    WALMART INC 1,211 1,211
    WALT DISNEY CO HLDG 1,974 1,974
    WASH TRUST BANCORP 808 808
    WEATERFORD INTERNATIONAL 730 730
    WELLS FARGO & CO NEW 1,567 1,567
    WELLS FARGO ABSOLTE RETURN FD CL INST 54,705 54,705
    WESTERN DIGITAL CORP 1,257 1,257
    WORKDAY INC CL A 9,261 9,261
    WW GRAINGER 1,694 1,694
    YUM CHINA HLDGS 1,375 1,375
    ZIMMER BIOMET HLDGS INC COM 933 933
    ZOETIS INC CLASS A 1,540 1,540

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    US Government Securities - End of Year Book Value:

    2,006,718
    US Government Securities - End of Year Fair Market Value:

    2,006,718
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    E V SHT DURATION GOVT INC A FMV 997,555 997,555
    HGI KFB K45, LLC FMV 495,824 495,824
    HGI KFB KX03 FMV 490,183 490,183
    LORD ABBETT ULTRA SHORT BD A FMV 499,494 499,494
    MSIF ULTRA-SHORT INCOME A FMV 499,994 499,994
    UNITED STATES TREAS BILLS ZERO FMV 497,465 497,465
    UPPER ARLINGTON OHIO CITY SCH DIST GO FMV 75,196 75,196

    TY 2018 OtherDecreasesSchedule
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Description Amount
    UNREALIZED LOSS - PORTFOLIO 680,222


    TY 2018 OtherExpensesSchedule
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 60 30   30
    DUES AND SUBSCRIPTIONS 450 225   225
    INVESTMENT EXPENSES 60,860 60,860   0
    PASSTHROUGH PORTFOLIO DEDUCTIONS 15,854 15,854   0
    NONDEDUCTIBLE EXPENSES 133 0   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HGI KFB K45, LLC - LOAN MODIFICATION INCOME 341 341 341


    TY 2018 OtherIncreasesSchedule
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Description Amount
    RECOVERY OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS 4,200


    TY 2018 SubstantialContributorsSch
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Name Address
    ZEV AND SUSAN MUNK 450 N SAM HOUSTON PKY STE 250
    HOUSTON,TX77060


    TY 2018 TaxesSchedule
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,660 1,660   0
    EXCISE TAX 25,358 0   0