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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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 E NO 1
  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$18,476,149J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 30,842 30,842  
4 Dividends and interest from securities... 334,401 313,932  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -61,644
b Gross sales price for all assets on line 6a 8,351,524
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 14,384 14,384  
12 Total. Add lines 1 through 11........ 317,983 359,158  
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 26,864 13,432   13,432
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,119 1,267   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,995 2,498   2,497
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 69,196 68,464   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 113,174 85,661   15,929
25 Contributions, gifts, grants paid....... 620,581 620,581
26 Total expenses and disbursements. Add lines 24 and 25 733,755 85,661   636,510
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -415,772
b Net investment income (if negative, enter -0-) 273,497
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 551,071 4,978,753 4,978,753
2 Savings and temporary cash investments......... 4,412,403 5,928,395 5,928,395
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   200,000    
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   6,234 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,979,201 Click to see attachment531,913 531,913
b Investments—corporate stock (attach schedule)....... 2,932,342 Click to see attachment2,721,789 2,721,789
c Investments—corporate bonds (attach schedule)....... 4,961,976 Click to see attachment2,050,865 2,050,865
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,438,671 Click to see attachment2,274,434 2,264,434
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) 18,481,898 18,486,149 18,476,149
Liabilities 17 Accounts payable and accrued expenses.......... 5,000  
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)......... 5,000 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 18,476,898 18,486,149
29 Total net assets or fund balances (see instructions)..... 18,476,898 18,486,149
30 Total liabilities and net assets/fund balances (see instructions). 18,481,898 18,486,149
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,476,898
2
Enter amount from Part I, line 27a .....................
2
-415,772
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
425,023
4
Add lines 1, 2, and 3 ..........................
4
18,486,149
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,486,149
Form 990-PF (2020)
Form 990-PF (2020)
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 - MORGAN STANLEY 071101     2020-12-31
b PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071101     2020-12-31
c PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071145     2020-12-31
d PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071145     2020-12-31
e PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071144     2020-12-31
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071144     2020-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99541     2020-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99541     2020-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3153     2020-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3153     2020-12-31
PUBLICLY TRADED SECURITIES - CITI 1660     2020-12-31
PUBLICLY TRADED SECURITIES - CITI 1660     2020-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99648     2020-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99648     2020-12-31
WLIF HOLDINGS, LLC     2020-12-31
WLIF HOLDINGS, LLC     2020-12-31
WLIF HOLDINGS, LLC     2020-12-31
WLIF HOLDINGS, LLC     2020-12-31
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 1,474,349   1,499,603 -25,254
b 1,495,597   1,500,006 -4,409
c 101,961   99,843 2,118
d 265,954   255,368 10,586
e 54,442   40,642 13,800
189,288   141,752 47,536
396,950   402,140 -5,190
76,146   94,760 -18,614
2,856,248   2,923,850 -67,602
970,347   1,005,390 -35,043
150,000   148,562 1,438
150,000   150,000 0
90,000   89,375 625
50,000   50,000 0
8,787   9,532 -745
2,731   2,345 386
9,532     9,532
2,345     2,345
6,847     6,847
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       -25,254
b       -4,409
c       2,118
d       10,586
e       13,800
      47,536
      -5,190
      -18,614
      -67,602
      -35,043
      1,438
      0
      625
      0
      -745
      386
      9,532
      2,345
      6,847
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 -61,644
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,802
c All other domestic foundations enter 1.39% 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 3,802
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 3,802
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,960
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 10,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 7,158
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,158 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 the instructions
for the 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 152HOUSTONTX 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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 152
    HOUSTON,TX77060
    STANLEY BLEND VICE PRESIDENT
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 152
    HOUSTON,TX77060
    SUSAN MUNK SECRETARY/TREASURER
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 152
    HOUSTON,TX77060
    ALIZA RUTH MILLER ADVISORY BOARD
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 152
    HOUSTON,TX77060
    SHIRA-LEE RIVKA BRENNER ADVISORY BOARD
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 152
    HOUSTON,TX77060
    DANIELLA CHANA WEINSTOCK ADVISORY BOARD
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 152
    HOUSTON,TX77060
    ARI YEHUDA MUNK ADVISORY BOARD
    1.00     		0 0 0
    450 N SAM HOUSTON PKY STE 152
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    9,701,214
    b
    Average of monthly cash balances.......................
    1b
    8,468,631
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,169,845
    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
    18,169,845
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    272,548
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,897,297
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    894,865
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    894,865
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,802
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    4,120
    c
    Add lines 2a and 2b............................
    2c
    7,922
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    886,943
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    886,943
    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
    886,943
    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
    636,510
    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
    636,510
    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
    636,510
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 886,943
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 220,374
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 220,374
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 636,510
    a Applied to 2019, 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 2020 distributable amount..... 636,510
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 220,374 220,374
    (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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		30,059
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    A TIME
    1310 48 ST STE 406
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 1,000
    AGUDATH ISRAEL OF AMERICA
    42 BROADWAY FOURTEENTH FLOOR
    NEW YORK,NY10004     		  501(C)3 GENERAL SUPPORT 2,500
    AISHEL HOUSE
    1955 UNIVERSITY BLVD
    HOUSTON,TX77030     		  501(C)3 GENERAL SUPPORT 1,200
    AL KANFEI NISHARIM
    88 WASHINGTON AVE
    CEDARHURST,NY11516     		  501(C)3 GENERAL SUPPORT 10,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET
    ATLANTA,GA30303     		  501(C)3 GENERAL SUPPORT 50
    AMERICAN FRIENDS OF BAIS MEDRASH L'HORAAH
    47 AUERBACH LN
    LAWRENCE,NY11559     		  501(C)3 GENERAL SUPPORT 600
    AMERICAN FRIENDS OF BIMAD
    PO BOX 223
    NEW ROCHELLE,NY10804     		  501(C)3 GENERAL SUPPORT 550
    AMERICAN FRIENDS OF MIGDAL TORAH
    1191 E 18TH ST
    BROOKLYN,NY11230     		  501(C)3 GENERAL SUPPORT 500
    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 1,080
    BAIS ARON
    PO BOX 191200
    BROOKLYN,NY112197200     		  501(C)3 GENERAL SUPPORT 7,400
    BAIS BINYOMIN
    132 PROSPECT ST
    STAMFORD,CT06901     		  501(C)3 GENERAL SUPPORT 100
    BAIS CHUNA
    570 BEDFORD AVENUE APT 4B
    BROOKLYN,NY11211     		  501(C)3 GENERAL SUPPORT 200
    BAIS KAILA HIGH SCHOOL
    246 12TH ST
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 1,800
    BAY AREA EQUESTRIAN BOOSTER CLUB
    2714 ROSEBUD DR
    PEARLAND,TX77584     		  501(C)3 GENERAL SUPPORT 1,000
    BEIS MEDRESH GOVOHA
    2 HEKEL ROAD
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 5,000
    BEIS MIDRASH OF QUEENS
    17 FORT GEORGE HI APT 7J
    NEW YORK,NY10040     		  501(C)3 GENERAL SUPPORT 275
    BELLAIRE JEWISH CENTER
    12 BELLAIRE TRIANGLE ARC
    BELLAIRE,TX77401     		  501(C)3 GENERAL SUPPORT 10,000
    BENSALEM OUTREACH CENTER
    2446 BRISTOL RD
    BENSALEM,PA19020     		  501(C)3 GENERAL SUPPORT 180
    BETH JACOB HS OF DENVER
    5100 W 14TH AVE
    DENVER,CO80204     		  501(C)3 GENERAL SUPPORT 3,600
    BETH MEDRASH GOVOHA
    601 PRIVATE WAY
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 75,000
    BREAD AND BUTTER
    10 FIRST ST
    SPRING VALLEY,NY10977     		  501(C)3 GENERAL SUPPORT 500
    CAMP NAGEELA
    71 E WILLOW TREE RD
    SPRING VALLEY,NY10977     		  501(C)3 GENERAL SUPPORT 1,800
    CHABAD OUTREACH OF HOUSTON
    11000 FONDREN ROAD STE B104
    HOUSTON,TX77096     		  501(C)3 GENERAL SUPPORT 3,275
    CHAI LIFELINE
    106 CLIFTON AVENUE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 4,050
    CHARIDY
    1002 DEAN ST
    BROOKLYN,NY11238     		  501(C)3 GENERAL SUPPORT 4,125
    CHAZAQ ORGANIZATION
    141-24 JEWEL AVE
    FLUSHING,NY11367     		  501(C)3 GENERAL SUPPORT 2,000
    CHINUCH ATZMAI
    1072 MADISON AVENUE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 540
    CHIZUK HATORAH INC
    1044 E 13TH STREET
    BROOKLYN,NY11230     		  501(C)3 GENERAL SUPPORT 650
    CHOFETZ CHAIM HERITAGE
    361 SPOOK ROCK ROAD
    SUFFERN,NY10901     		  501(C)3 GENERAL SUPPORT 15,100
    COMMUNITY KOLLEL OF HOUSTON
    7823 LUDINGTON DR
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 47,720
    CONGREGATIN BEIS MEDRASH OF LAWRENCE
    15 MARTIN LN
    LAWRENCE,NY11559     		  501(C)3 GENERAL SUPPORT 24,000
    CONGREGATION AHAVAS TZDOKAH V'CHESED
    1347 42ND ST
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 1,000
    CONGREGATION B'NEI TORAH OF LAWRENCE
    10 MERRALL DR
    LAWRENCE,NY11559     		  501(C)3 GENERAL SUPPORT 1,100
    CONGREGATION BAIS MEDRASH LETORAH
    137 GLEN AVE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 30,000
    CONGREGATION BIRCHAS CHAIM
    1236 49TH ST APT 1F
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 11,800
    CONGREGATION KEHAL CHASIDY CHERNOBEL
    128 RICHMOND PL
    LAWRENCE,NY11559     		  501(C)3 GENERAL SUPPORT 18,000
    CONGREGATION KINYAN TORAH
    4 FILLMORE CT
    MONROE,NY109503711     		  501(C)3 GENERAL SUPPORT 1,000
    CONGREGATION MAGEN DAV
    466 AVENUE P FLOOR 2
    BROOKLYN,NY11223     		  501(C)3 GENERAL SUPPORT 10,300
    CONGREGATION PRESIDENTIAL ESTATES
    41 FORD AVENUE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 500
    CONGREGATION SUPPORT OF TORAH
    4815 15 AVE APT 5-E
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 1,800
    CONGREGATION TIFERETH BETH DAVID JERUSALEM
    6519 BAILY ROAD
    COTE SAINTLUC,QUEBECH4V-1A1
    CA     		  501(C)3 GENERAL SUPPORT 732
    CONGREGATION TORAH VACHESED
    5929 S BRAESWOOD BLVD
    HOUSTON,TX77096     		  501(C)3 GENERAL SUPPORT 1,000
    CONGREGATION YEKUSIEL MORDECHA MISHKOLTZ KESSNER
    111 FOREST AVE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 1,800
    CONGREGATION ZICHRON MOSHE
    1441 MONMOUTH AVE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 10,000
    CONGREGATION ZICHRON SCHNEUR
    1309 FOURTEENTH STREET
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 420
    COUNT ME IN
    788 EAST 4TH STREET
    BROOKLYN,NY11218     		  501(C)3 GENERAL SUPPORT 36
    DALLAS AREA TORAH ASSOCIATION (DATA)
    5840 FOREST LANE
    DALLAS,TX75230     		  501(C)3 GENERAL SUPPORT 500
    EZRAT ISRAEL
    806 EASTERN PKWY
    BROOKLYN,NY11213     		  501(C)3 GENERAL SUPPORT 100
    FRIENDS OF MCGILL UNIVERSITY
    2 HAMILTON AVE STE 211
    NEW ROCHELLE,NY10801     		  501(C)3 GENERAL SUPPORT 22,708
    HATZOLAH EMS INC
    PO BOX 184
    MONSEY,NY10952     		  501(C)3 GENERAL SUPPORT 5,000
    HEBREW FREE LOAN ASSOC OF HOUSTON
    4131 S BRAESWOOD BLVD
    HOUSTON,TX77025     		  501(C)3 GENERAL SUPPORT 20,000
    HOPE ORGANIZATION
    11 FLANNERY AVE
    LAKEWOOD,NJ08701     		  501(C)3 COVID RELIEF 2,000
    J-HYPE
    7530 COACHWOOD DRIVE
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 5,000
    JEWISH FEDERATION OF GREATER HOUSTON
    5603 S BRAESWOOD BLVD
    HOUSTON,TX77096     		  501(C)3 GENERAL SUPPORT 3,000
    JEWISH LEARNING CENTER
    7130 CAMPBELL SUITE 204
    DALLAS,TX75248     		  501(C)3 GENERAL SUPPORT 500
    JEWISHGEN
    36 BATTERY PLACE
    NEW YORK,NY10280     		  501(C)3 GENERAL SUPPORT 200
    JUST ONE LIFE
    275 MADISON AVE FL 30
    NEW YORK,NY100161133     		  501(C)3 GENERAL SUPPORT 1,000
    KEREN AHAVAS CHESED
    506 E 7TH STREET
    BROOKLYN,NY11218     		  501(C)3 GENERAL SUPPORT 1,000
    KHAL SHAR SHAMAYIM
    71 E WILLOW TREE RD
    SPRING VALLEY,NY10977     		  501(C)3 GENERAL SUPPORT 1,000
    KNN RELIEF FUND
    63 GEORGIAN CT
    ELIZABETH,NJ07208     		  501(C)3 GENERAL SUPPPORT 1,000
    KOLEL YESHIVOTH RABBI YOCHONON BEN ZAKAI
    3916 NEW UTRECHT AVE
    BROOKLYN,NY112191037     		  501(C)3 GENERAL SUPPPORT 1,000
    KOLLEL BE'ER HACHAIM
    1483 E 33RD ST
    BROOLYN,NY11234     		  501(C)3 GENERAL SUPPPORT 280
    KOLLEL DEROCH EMUNAH
    9 STUYVESANT PLACE
    LAWRENCE,NY11559     		  501(C)3 GENERAL SUPPPORT 2,000
    KOLLEL TIFERES TORAH
    1055 63RD ST
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 1,000
    LEV ROCHEL BIKUR CHOLIM OF LAKEWOOD
    93 PROSPECT STREET
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPPORT 10,000
    MESIVTA OF HOUSTON
    7823 LUDINGTON DR
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPPORT 5,000
    MESIVTA OF LONG BEACH
    205 W BEACH ST
    LONG BEACH,CA11561     		  501(C)3 GENERAL SUPPPORT 18,000
    MESIVTA YESHIVA RABBI CHAIM BERLIN
    1585 CONEY ISLAND AVE
    BROOKLYN,NY11230     		  501(C)3 GENERAL SUPPPORT 2,000
    NCSY
    7626 COACHWOOD DR
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 5,000
    NEEMAN FOUNDATION USA
    503 S BROADWAY STE 215
    YONKERS,NY10705     		  501(C)3 GENERAL SUPPORT 180
    NER ISRAEL RABBINICAL COLLEGE
    400 MOUNT WILSON LANE
    BALTIMORE,MD21208     		  501(C)3 GENERAL SUPPORT 250
    OHR HANEGEV
    9427 GLENFIELD CT
    HOUSTON,TX77096     		  501(C)3 GENERAL SUPPORT 1,000
    OHR YAAKOV
    132 NASSAU ST RM 300
    NEW YORK,NY10038     		  501(C)3 GENERAL SUPPORT 300
    P'EYLIM - LEV L'ACHIM
    1034 E 12TH STREET
    BROOKLYN,NY11230     		  501(C)3 GENERAL SUPPORT 1,500
    PARTNERS IN TORAH
    228 AYCRIGG AVE
    PASSAIC,NJ07055     		  501(C)3 GENERAL SUPPORT 1,000
    PEF ISRAEL ENDOWMENT FUNDS
    630 3RD AVE RM 1501
    NEW YORK,NY100176745     		  501(C)3 GENERAL SUPPORT 1,000
    REGESH NETWORK
    146 COLES WAY
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 2,000
    REKONECT
    63 GEORGIAN CT
    ELIZABETH,NJ07208     		  501(C)3 GENERAL SUPPORT 500
    SAMCHAINU
    1432 EAST 17TH STREET
    BROOKLYN,NY11230     		  501(C)3 GENERAL SUPPORT 1,000
    SATMAR BIKUR CHOLIM
    183 WILSON ST 429
    BROOKLYN,NY11211     		  501(C)3 GENERAL SUPPORT 1,000
    SLABODKA YESHIVA
    HA-REV SHER ST 12
    BNEI BRAK    
    IS     		  501(C)3 GENERAL SUPPORT 22,500
    STAM GEMILAS CHESED FUND
    615 FOREST AVE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 500
    TCF - JEWISHGEN INC
    36 BATTERY PL
    NEW YORK,NY10280     		  501(C)3 GENERAL SUPPORT 100
    TEMPLE EMANUEL
    600 LAKE HOLLINGSWORTH DR
    LAKELAND,FL33803     		  501(C)3 GENERAL SUPPORT 100
    THE BEIS
    451 WEST END AVENUE 4E
    NEW YORK,NY10024     		  501(C)3 GENERAL SUPPORT 1,000
    THE CHESED FUND
    25451 SOUTHFIELD
    SOUTHFIELD,MI48074     		  501(C)3 GENERAL SUPPORT 250
    THE DONORS FUND
    328 THIRD ST
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 1,664
    TOMCHEI TZEDAKA OF LAKEWOOD
    625 FOREST AVENUE
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 120
    TORAH GIRLS ACADEMY OF HOUSTON
    10101 FONDREN ROAD SUITE 136
    HOUSTON,TX77096     		  501(C)3 GENERAL SUPPORT 15,000
    TORAH UMESORAH
    1030 S ROBERTSON BLVD FL 2
    LOS ANGELES,CA90035     		  501(C)3 GENERAL SUPPORT 11,111
    TORAS CHAIM
    121 LEE AVE
    BROOKLYN,NY11211     		  501(C)3 GENERAL SUPPORT 10,000
    TSHECHENOV INSTITUTIONS
    1733 52ND ST
    BROOKLYN,NY11204     		  501(C)3 GENERAL SUPPORT 600
    TSUR FOUNDATION
    418 CLINTON AVENUE
    LAKEWOOD,NJ087013295     		  501(C)3 GENERAL SUPPORT 200
    UNITED CHARITY INSTITUTIONS OF JERUSALEM
    21 ROBERT PRITT DR
    MONSEY,NY10952     		  501(C)3 GENERAL SUPPORT 360
    UNITED INSTITUTIONS OF KARLIN STOLIN
    1436 42 STREET
    BROOKLYN,NY11219     		  501(C)3 GENERAL SUPPORT 450
    YAD CHAIM MORDECHAI
    2573 LARCHMONT RD
    BEACHWOOD,OH44122     		  501(C)3 GENERAL SUPPORT 500
    YAD TOMECH
    48 SD NEHAR HAYARDEN ST
    RAMAT BEIT SHEMESH    
    IS     		  501(C)3 GENERAL SUPPORT 360
    YANKY BRENNER
    15 AMERICA AVE SUITE 102
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 500
    YDT ALUMNI CHESED FUND INC
    257 BEACH 17TH ST
    FAR ROCKAWAY,NY11691     		  501(C)3 GENERAL SUPPORT 360
    YESHIVA AVIR YAKOV
    766 N MAIN STREET
    NEW SQUARE,NY10977     		  501(C)3 GENERAL SUPPORT 5,200
    YESHIVA HEICHAL HATORAH
    191 VIOLA RD
    MONSEY,NY019521730     		  501(C)3 GENERAL SUPPORT 1,000
    YESHIVA KTANA OF PASSAIC
    181 PENNINGTON AVE
    PASSAIC,NJ07055     		  501(C)3 GENERAL SUPPORT 3,000
    YESHIVA OF CLIFFWOOD
    200 CENTER ST
    KEYPORT,NJ07735     		  501(C)3 GENERAL SUPPORT 5,000
    YESHIVA OHEL SHAIM
    188 HEWES ST
    BROOKLYN,NY11211     		  501(C)3 GENERAL SUPPORT 600
    YESHIVA OHR ZECHARIA
    199 JOE PARKER ROAD
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 2,500
    YESHIVA ORCHOS CHAIM
    PO BOX 963
    LAKEWOOD,NJ08701     		  501(C)3 GENERAL SUPPORT 18,000
    YESHIVA TIFERES TORA OF BOCA RATON
    7200 PALMETTO CIRC N
    BOCA RATON,FL33433     		  501(C)3 GENERAL SUPPORT 5,000
    YESHIVA TORAT EMET
    11330 BRAESRIDGE DRIVE
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 49,017
    YESHIVAS EMEK HATORAH
    395 KENT ROAD
    HOWELL,NJ07331     		  501(C)3 GENERAL SUPPORT 1,800
    YOUNG ISRAEL OF HOUSTON
    7823 LUDINGTON DR
    HOUSTON,TX77071     		  501(C)3 GENERAL SUPPORT 30,288
    Total .................................bullet 3a 620,581
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 30,842  
    4 Dividends and interest from securities.... 523000 13,146 14 313,932 7,323
    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 14,384  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		523000 11,877 18 -73,521  
    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).. 25,023 285,637 7,323
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    317,983
    (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.)
    4 THESE TOTALS ARE TAX EXEMPT INVESTMENT INCOME.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 26,864 13,432   13,432

    TY 2020 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
    SPDR PROTFOLIO AGGREGATE BD ETF 153,950 153,950
    SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 502,400 502,400
    SPDR SER TR BLOOMBERG BARCLAYS INVT GRADE FLTG RATE ETF 128,478 128,478
    CHIRON CAPITAL ALLOCATION FUND CL I 84,739 84,739
    JP MORGAN STRATEGIC INCOME OPPS- CL I 73,888 73,888
    LEGG MASON WESTERN ASSET MACRO OPP I 60,245 60,245
    ACCRUED INTEREST 10,203 10,203
    AFLAC INC 2.875 10/15/26 15,489 15,489
    ALPHABET INC .800 08/15/2027 30,982 30,982
    AMAZON.COM INC 28,137 28,137
    AMERICAN HONDA FINANCE 1.700 09/09/21 31,292 31,292
    AMERIPRISE FINANCIAL INC 23,215 23,215
    APPLE INC 2.200 09/11/2029 32,392 32,392
    APPLIED MATERIALS INC 30300 04/01/27 29,446 29,446
    AVALONBAY CMMTYS INC 3.45 06/01/25 14,471 14,471
    BAKER HUGHES A GE CO LLC 3.138 11/07/2029 31,857 31,857
    BANK OF AMERICA CORP 4.20 08/26/24 30,226 30,226
    BANK OF NEW YORK MELLON CO FXD 3.442 02/07/2028 31,972 31,972
    BERKSHIRE HATHAWAY INC 3.00 02/11/23 13,715 13,715
    BLACKROCK INC 3.250 04/30/2029 31,123 31,123
    BP CAPITAL MARKETS 3.561 11/01/21 32,829 32,829
    CHARLES SCHWAB CORP/THE 3.225 09/01/2022 13,629 13,629
    CHEVRON CORP 2.954 05/16/2016 31,065 31,065
    CHUBB INA HOLDINGS INC 28,698 28,698
    COMCAST CORP 3.150 03/01/26 31,261 31,261
    HOME DEPOT 2.70 04/01/23 30,416 30,416
    INTEL CORP 2.875 05/11/24 30,214 30,214
    JOHN DEER CAPITAL CORP 1.950 06/22/20 42,217 42,217
    LOCKHEED MARTIN CORP 3.350 09-15-21 22,462 22,462
    METLIFE INC 3.600 04/10/24 26,378 26,378
    MICROSOFT CORP 2.000 08/08/2023 30,250 30,250
    NOVARTIS CAPITAL CORP 3.100 05/17/27 31,461 31,461
    ORACLE CORPORATION OZARK HOLDING 3.875 07/15/20 42,832 42,832
    PHILIP MORRIS INTL 4.125 05/14/21 23,312 23,312
    PNC FINANCIAL SERVICES GROUP 3.450 04/23/2029 42,650 42,650
    RIO TINTO FINANCE USA LTF 27,090 27,090
    SIMON PROPERTY GROUP 2.350 01/30/22 24,371 24,371
    TARGET CORP 3.375 04/15/2029 31,651 31,651
    TJX COS INC/THE 3.500 04/15/2025 31,262 31,262
    TOYOTA MOTOR CREDIT CORP 2.250 10/18/23 27,356 27,356
    UNITED PARCEL SERVICE 2.450 10/01/22 30,081 30,081
    VIRGINIA ELECTRIC & POWER CO 3.150 03/13/18 15,522 15,522
    WALT DISNEY COMPANY 2.300 02/12/21 14,025 14,025
    WASTE MANAGEMENT INC 3.150 03/16/18 31,613 31,613

    TY 2020 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
    APPLE INC 75,089 75,089
    MICROSOFT CORP 78,118 78,118
    UNITEDHEALTH GROUP INC. 78,615 78,615
    AB SELECT US LONG/SHORT PORT ADVISOR 74,778 74,778
    ABBEY CAPITAL FUTURES STRATEGY INSTL 54,900 54,900
    ALPHASIMPLEX MANAGED FUTURE STRAT 24,803 24,803
    AQR MANAGED FUTURES STRATEGY HV CL I 23,280 23,280
    CALAMOS MARKET NEUTRAL INCOME CL I 109,314 109,314
    FPA CRESCENT FUND 107,263 107,263
    GOTHAM ABSOLUTE RETURN FUND INSTL 72,270 72,270
    WELLS FARGO ABSOLTE RETURN FD CL INST 55,492 55,492
    APPLE 371,532 371,532
    CHEVRON CORP 59,115 59,115
    CONOCOPHILLIPS 39,990 39,990
    JPMORGAN CHASE & CO 63,535 63,535
    OCCIDENTAL PETE CORP WTS 252 252
    OCCIDENTAL PETROLEUM CORP DE 5,193 5,193
    PHILLIPS 66 COM 52,455 52,455
    SCHLUMBERGER LTD 4,366 4,366
    10X GENOMICS INC CL A 1,699 1,699
    ABBVIE INC COM 2,036 2,036
    ACUSHNET HOLDINGS 4,095 4,095
    ADOBE SYSTEMS 11,503 11,503
    ADVANCE AUTO PARTS 1,733 1,733
    AGREE REALTY 1,731 1,731
    AIRBNB INC CL A 881 881
    AKAMAI TECHNOLOGIES 2,100 2,100
    ALBANY INTL A NEW 1,615 1,615
    ALCON INC 4,487 4,487
    ALEXION PHARM INC 4,218 4,218
    ALIBABA GROUP HLDG LTD 1,862 1,862
    ALLEGION PUB LTD CO (ALLE) 3,608 3,608
    ALLETE INC 2,416 2,416
    ALNYLAM PHARMA 2,209 2,209
    ALPHABET INC CL A 7,011 7,011
    AMAZON COM 35,826 35,826
    AMC NETWORKS INC CL A 1,002 1,002
    AMDOCS LIMITED ORD (DOX) 3,830 3,830
    AMERICAN EXPRESS CO 2,176 2,176
    AMERICAN TOWER REIT COM 2,694 2,694
    AMERIPRISE FINCL INC 4,858 4,858
    AMGEN INC 6,898 6,898
    ANALOG DEVICES INC 1,477 1,477
    ANHEUSER BUSCH INVEB SA SPON 7,131 7,131
    ANSYS INC 7,276 7,276
    APPLE INC 12,871 12,871
    APTIV PLC 1,563 1,563
    ASML HOLDING NV NY REG NEW 1,463 1,463
    ASSURED GUARRANTY LTD 1,952 1,952
    ATLASSIAN CORP PLC CL A (TEAM) 702 702
    AUTODESK INC DELAWARE 4,885 4,885
    AVERY DENNISON CORP 2,482 2,482
    BAKER HUGHES A GE CO CL A 1,564 1,564
    BANK OF AMERICA 4,152 4,152
    BANK OF THE OZARKS 4,003 4,003
    BIOGEN 3,673 3,673
    BIOMARIN PHARMAC SE 1,403 1,403
    BRISTOL MYERS SQUIBB CO 1,117 1,117
    BROADCOM LTD SHS 6,568 6,568
    BRUNSWICK CORP (BC) 4,269 4,269
    CABLE ONE INC COM 2,228 2,228
    CABOT OIL & GAS CORP A (COG) 2,947 2,947
    CAMDEN PROPERTY TRUST 600 600
    CAPITAL ONE FINANCIAL CORP 4,349 4,349
    CARGURUS INC CL A 1,364 1,364
    CARMAX INC 1,417 1,417
    CARRIER GLOBAL CORPORATION 302 302
    CARVANA CO CL A (CVNA) 3,833 3,833
    CATERPILLAR INC 1,456 1,456
    CATHAY GENERAL BANCORP (CATY) 2,285 2,285
    CERENCE INC 1,608 1,608
    CHENIERE ENERGY INC NEW 5,403 5,403
    CHEWY INC CL A (CHWY) 1,528 1,528
    CHUBB LTD 2,924 2,924
    CIMAREX ENERGY CO (XEC) 1,013 1,013
    CINCINNATI FINANCIAL OHIO 3,145 3,145
    CITRIX SYSTEMS 2,732 2,732
    CLOUDFLARE INC CL A 1,596 1,596
    COCA COLA CO 3,948 3,948
    COMCAST CORP NEW CLASS A 9,851 9,851
    COMFORT SYSTEMS USA 685 685
    COMMERCE BANCSHARES (CBSH) 2,300 2,300
    CONMED CP (CNMD) 2,800 2,800
    CORTEVA INC (CTVA) 4,646 4,646
    COSTCO WHOLESALE CORP NEW 4,521 4,521
    COUPA SOFTWARE INC (OOUP) 4,067 4,067
    CRANE CO 1,942 1,942
    CREE RESEARCH 2,753 2,753
    CROWN CASTLE INTL CORP 2,388 2,388
    CULLEN FROST BANKERS 4,710 4,710
    CYRUSONE INC 3,145 3,145
    DANAHER CORP 9,108 9,108
    DANONE SPONSORED ADR 1,651 1,651
    DEXCOM INC 2,588 2,588
    DIAGEO PLC 794 794
    DIAMONDBACK ENERGY INC 920 920
    DISCOVERY COMMUNICATIONS 1,986 1,986
    DOLBY CLA A COM STK 1,943 1,943
    DONALDSON CO INC 838 838
    DOORDASH INC CL A 1,285 1,285
    EAST WEST BANCORP 6,389 6,389
    EASTGROUP PROPERTIES 1,933 1,933
    ECOLAB INC 2,164 2,164
    ELANCO ANIMAL HEALTH INC 3,404 3,404
    ENERGIZER HLDGS INC 1,772 1,772
    ENPRO IND INC (NPO) 906 906
    EQUINIX INC COM PAR 2,143 2,143
    EQUITY LIFESTYLE PROPERTIES 1,774 1,774
    FACEBOOK 22,672 22,672
    FASTLY INC CL A 1,573 1,573
    FED AGRIC MTG NON VTG C (AGM) 1,188 1,188
    FIDELITY NATIONAL FINANCIAL 4,065 4,065
    FIDELITY NATL INFORMATION SE 1,980 1,980
    FIREEYE INC 1,914 1,914
    FOUR CORNERS PPTY TR INC 1,756 1,756
    FOX CORP CL B 1,935 1,935
    FREEPORT-MCMORAN INC 3,851 3,851
    FULLER HB AND COMPANY 674 674
    GENL DYNAMICS 4,018 4,018
    GOLDMAN SACHS GRP 3,165 3,165
    GUARDANT HEALTH INC 3,866 3,866
    HASBRO INC 2,713 2,713
    HILLROM HOLDINGS 1,470 1,470
    HOLLYFRONTIER CORP COM 1,163 1,163
    HOME DEPOT INC 2,125 2,125
    HUBBELL INC 1,568 1,568
    HUNTINGTON INGALLS INDUSTRIES 1,875 1,875
    HUNTSMAN CORP 2,564 2,564
    IDACORP INC 672 672
    IHS MARKIT LTD 2,336 2,336
    ILLUMINA INC 2,960 2,960
    IMMUNOGEN INC 355 355
    INGREDION INC 2,203 2,203
    INTERPUBLIC GROUP OF COS INC 941 941
    INTUITIVE SURGICAL 6,545 6,545
    IONIS PHARMACEUTICALS INC 2,375 2,375
    JAMES RIV GROUP HLDGS 2,900 2,900
    JOHNSON CTLS INTL 6,196 6,196
    JP MORGAN CHASE 9,022 9,022
    KLA CORPORATION 1,553 1,553
    L3 TECHNOLOGIES 2,835 2,835
    LCI INDS 3,501 3,501
    LEIDOS HLDGS 1,577 1,577
    LENNAR CORP 245 245
    LENNAR CORPORATION 9,834 9,834
    LIBERTY BROADBAND 473 473
    LIBERTY BROADBAND S-C 633 633
    LIBERTY INTERACTIVE CORP 432 432
    LIBERTY MEDIA C SER C 827 827
    LIBERTY MEDIA CORP SER A 152 152
    LIBERY MEDIA CORP SER C 3,834 3,834
    LINCOLN ELEC HLDGS 2,325 2,325
    LIONS GATE ENTMNT CORP CL B 488 488
    LITTLEFUSE INC 3,056 3,056
    LOCKHEED MARTIN CORP 2,130 2,130
    LYONDELLBASSELL NV CL-A 1,192 1,192
    MAINTECH INTL CORP CL A 712 712
    MARTIN MARIETTA MATERIALS 3,976 3,976
    MEDICAL PROPERTIES TRUST INC 2,048 2,048
    MEDTRONIC PLC SHS 5,154 5,154
    MICHELIN COMPAGNIE GENERALE D 3,729 3,729
    MICROCHIP TECH 5,248 5,248
    MICROSOFT CORP 18,906 18,906
    MITSUBISHI UFJ FINL 1,763 1,763
    MKS INSTRUMENTS 4,213 4,213
    MODERNA INC 940 940
    MONGODB INC CL A 1,795 1,795
    MONOLITHIC PWR SYSTEMS INC 732 732
    MONSTER BEVERAGE CORP NEW COM 2,035 2,035
    MORGAN STANLEY 5,757 5,757
    MSA SAFETY INC 2,540 2,540
    NATIONAL HEALTH INVESTORS INC 1,176 1,176
    NATIONAL OILWELL VARCO 1,002 1,002
    NETFLIX INC 2,163 2,163
    NORDSON CP 2,612 2,612
    NOVARTIS AG ADR 3,305 3,305
    NOW INC 905 905
    NUANCE COMMUNICATIONS 2,028 2,028
    NUCOR CORPORATION 1,702 1,702
    NUTANIX INC CL A 1,402 1,402
    NVENT ELECTRIC PLC 2,376 2,376
    NVIDIA CORPORATION 6,266 6,266
    NXP SEMICONDUCTORS NV 1,749 1,749
    OKTA, INC CL A 4,068 4,068
    ONE GAS INC 307 307
    OTIS WORLDWIDE CORP 270 270
    PACKAGING CORP AMER 2,482 2,482
    PALO ALTO NETWORKS 2,488 2,488
    PAPA JOHNS INTL INC 594 594
    PARKER HANNIFIN CORP 4,903 4,903
    PAYPAL HLDGS 4,684 4,684
    PENTAIR PLC 849 849
    PHIBRO ANIMAL HEALTH CORP 524 524
    PHILLIPS 66 COM 2,937 2,937
    PINTEREST INC CL A 2,900 2,900
    PIONEER NATURAL RESOURCES 1,708 1,708
    PNC FINL SVCS GP 3,874 3,874
    POLARIS INDUSTRIES 1,810 1,810
    PORTLAND GENERAL ELEC CO 513 513
    PROCTER & GAMBLE 3,896 3,896
    QUALCOMM INC 8,683 8,683
    QURATE RETAIL INC SER A 1,492 1,492
    RAYMOND JAMES FINCL INC 1,913 1,913
    RAYTHEON TECHNOLOGIES CORP 2,002 2,002
    ROYAL GOLD INC 319 319
    ROYALTY PHARMA PLC SHS CLASS A 1,101 1,101
    RPM INC 5,356 5,356
    SALESFORCE.COM INC 3,338 3,338
    SEAGATE TECHNOLOGY 3,792 3,792
    SERVISFIRST BANCSHARES INC COM 2,216 2,216
    SHOPIFY INC 9,056 9,056
    SNAP INC. CL A 6,509 6,509
    SNAP-ON INC 2,054 2,054
    SNOWFLAKE INC CL A 5,065 5,065
    SONY CORP ADR 1974 NEW 6,066 6,066
    SPIRE INC 833 833
    SPLUNK INC 2,718 2,718
    SPOTIFY TECHNOLOGY SA 12,901 12,901
    SQUARE INC CLASS A 8,488 8,488
    STATE STREET CORP 1,674 1,674
    STERIS PLC 3,222 3,222
    STORE CAPITAL CORPORATION 2,549 2,549
    SUN COMMUNITIES INC 1,975 1,975
    SYNCHRONY FINANCY 1,111 1,111
    TARGA RESOURCES CORP 1,319 1,319
    TE CONNECTIVITY LTD 3,511 3,511
    TELEFLEX INC 1,235 1,235
    TERRENO RLTY CORP COM 1,053 1,053
    TEXAS INSTRUMENTS 1,641 1,641
    THERMO FISHER SCIENTIFIC 3,726 3,726
    TIMKEN CO 1,857 1,857
    TORTOISE MLP & PIPELINE INST (TORIX) 39,929 39,929
    TRADE DESK INC CLASS A 3,204 3,204
    TWILIO INC CL A 5,755 5,755
    TWITTER INC 16,083 16,083
    TYSON FOODS INC CL A 2,771 2,771
    UBER TECHNOLOGIES 12,189 12,189
    ULTA BEAUTY 1,723 1,723
    UNION PACIFIC CORP 2,499 2,499
    UNITED PARCEL SER INC CL-B 3,031 3,031
    UNITEDHEALTH GP INC 17,183 17,183
    UNITY SOFTWARE 1,688 1,688
    VEEVA SYS INC 6,262 6,262
    VERTEX PHARMACEUTICALS 5,672 5,672
    VISA INC CL A 7,218 7,218
    VMWARE INC 1,823 1,823
    WALGREENS BOOTS ALLIANCE 1,555 1,555
    WALT DISNEY CO HLDG 5,254 5,254
    WASH TRUST BANCORP 1,165 1,165
    WAYFAIR INC 2,258 2,258
    WELLS FARGO & CO NEW 1,449 1,449
    WESTERN DIGITAL CORP 2,880 2,880
    WILEY JOHN & SON CL A 959 959
    WORKDAY INC CL A 6,230 6,230
    WW GRAINGER 2,450 2,450
    XYLEM INC COM 3,970 3,970
    ZILLOW GROUP INC CL C CAP STK 4,283 4,283
    ZOETIS INC CLASS A 3,145 3,145
    ZOOM VIDEO COMMUNICATIONS-A 6,746 6,746
    BHP BILLITON FINANCE USA LTD 23,656 23,656
    CATERPILLAR INC 32,475 32,475
    COCA COLO CO/THE 30,358 30,358
    CONSOLIDATED EDISON CO OF NEW YORK INC 22,437 22,437
    DUKE ENERGY FLORIDA LLC 25,822 25,822
    ERP OPERATING LP 22,659 22,659
    GENERAL DYNAMICS 31,587 31,587
    MERCK @ CO INC 31,411 31,411
    NEXTERA ENERGY CAPITAL HOLDINGS INC 31,373 31,373
    PEPSICO INC 31,585 31,585
    PFIZER INC 30,940 30,940
    PROCTER & GAMBLE CO/THE 30,141 30,141
    PRUDENTIAL FINANCIAL INC 24,215 24,215
    SHELL INTERNATIONAL FINANCE BV 30,010 30,010
    TOTAL CAPITAL INTERNATIONAL SA 30,673 30,673
    US BANCORP 31,273 31,273
    WALMART INC 31,802 31,802
    3M CO 28,972 28,972

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    US Government Securities - End of Year Book Value:

    531,913
    US Government Securities - End of Year Fair Market Value:

    531,913
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 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
    PGIM SHRT DUR MULTI-SECT BND A FMV 1,003,509 1,003,509
    WALTON STREET REAL ESTATE DEBT FUND II, LP AT COST 93,299 93,299
    OUTSIDE BASIS - WALTON STREET REAL ESTATE DEBT FUND II FMV 10,000 0
    HGI KJ24, LLC AT COST 270,424 270,424
    HGI KFB K45, LLC AT COST 260,084 260,084
    HGI KFB KX03,LLC AT COST 138,526 138,526
    I80 GROUP SPECIALTY FINANCE LP AT COST 191,466 191,466
    WLIF HOLDINGS, LLC AT COST 307,126 307,126

    TY 2020 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
    INVESTMENT EXPENSES 34,867 34,867   0
    PASS THROUGH INVESTMENT INTEREST EXPENSE 19,736 19,736   0
    PASS THROUGH OTHER DEDUCTIONS 13,861 13,861   0
    NONDEDUCTIBLE EXPENSES 732 0   0


    TY 2020 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 632 632 632
    I80 GROUP SPECIALTY FINANCE LP - LOAN MODIFICATION INCOME 13,552 13,552 13,552
    AMEX REFUND 200 200 200


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Description Amount
    UNREALIZED GAIN - PORTFOLIO 425,023


    TY 2020 SubstantialContributorsSch
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Name Address
    ZEV AND SUSAN MUNK 450 N SAM HOUSTON PKY STE 152
    HOUSTON,TX77060


    TY 2020 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 1,267 1,267   0
    FEDERAL EXCISE TAX 10,852 0   0