Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 152
 
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$18,861,558
J 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) 500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,161 5,161  
4 Dividends and interest from securities... 323,838 306,464  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -10,137
b Gross sales price for all assets on line 6a 4,689,237
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)....... 39,366 39,366  
12 Total. Add lines 1 through 11........ 858,228 350,991  
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)....... 33,102 16,551   16,551
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,110 330   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 85,666 85,666   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 128,878 102,547   16,551
25 Contributions, gifts, grants paid....... 883,915 883,915
26 Total expenses and disbursements. Add lines 24 and 25 1,012,793 102,547   900,466
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -154,565
b Net investment income (if negative, enter -0-) 248,444
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 4,978,753 4,487,971 4,487,971
2 Savings and temporary cash investments......... 5,928,395 1,471,721 1,471,721
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) 531,913 0 0
b Investments—corporate stock (attach schedule)....... 1,968,578 Click to see attachment8,212,717 8,212,717
c Investments—corporate bonds (attach schedule)....... 2,804,076 Click to see attachment1,536,111 1,536,111
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,274,434 Click to see attachment3,163,038 3,153,038
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) 18,486,149 18,871,558 18,861,558
Liabilities 17 Accounts payable and accrued expenses..........   14,000
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)......... 0 14,000
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 18,486,149 18,857,558
29 Total net assets or fund balances (see instructions)..... 18,486,149 18,857,558
30 Total liabilities and net assets/fund balances (see instructions). 18,486,149 18,871,558
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
18,486,149
2
Enter amount from Part I, line 27a .....................
2
-154,565
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
525,974
4
Add lines 1, 2, and 3 ..........................
4
18,857,558
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
18,857,558
Form 990-PF (2021)
Form 990-PF (2021)
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 - RBC     2021-12-31
b PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071101     2021-12-31
c PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071145     2021-12-31
d PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071145     2021-12-31
e PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071144     2021-12-31
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 071144     2021-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 33007     2021-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99648     2021-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99648     2021-12-31
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 99648     2021-12-31
PUBLICLY TRADED SECURITIES - CITI 211660     2021-12-31
GSE QUALIFIED SETTLEMENT FUND     2021-07-16
PUBLICLY TRADED SECURITIES - GOLDMAN SACHS 40061     2021-12-31
I80 GROUP SPECIALTY FINANCE II LP     2021-12-31
I80 GROUP SPECIALTY FINANCE II LP     2021-12-31
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 1,626,727   1,745,097 -118,370
b 977,141   1,000,000 -22,859
c 261,125   267,172 -6,047
d 935,004   886,155 48,849
e 70,583   64,773 5,810
160,747   103,749 56,998
52,115   52,037 78
9,948   9,978 -30
403,936   400,596 3,340
100,000   96,119 3,881
75,000   73,698 1,302
25     25
769     769
7     7
152     152
15,958     15,958
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       -118,370
b       -22,859
c       -6,047
d       48,849
e       5,810
      56,998
      78
      -30
      3,340
      3,881
      1,302
      25
      769
      7
      152
      15,958
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 -10,137
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,453
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 3,453
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,998
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 1,850
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,848
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 9,395
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,395 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    10,168,335
    b
    Average of monthly cash balances.......................
    1b
    8,116,066
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,284,401
    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
    18,284,401
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    274,266
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    18,010,135
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    900,507
    Part X
    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 IX, line 6..................
    1
    900,507
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,453
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    2,774
    c
    Add lines 2a and 2b............................
    2c
    6,227
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    894,280
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25
    5
    Add lines 3 and 4............................
    5
    894,305
    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 XII, line 1 ...
    7
    894,305
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 894,305
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 30,059
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 900,466
    a Applied to 2020, but not more than line 2a 30,059
    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 2021 distributable amount..... 870,407
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    23,898
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ACHDUT ISRAEL
    5821 MCSHANN RD
    DALLAS,TX75230
      501(C)3 GENERAL SUPPORT 500
    AMERICAN FRIENDS OF BAIS MEDRASH L'HORAAH
    47 AUERBACH LN
    LAWRENCE,NY11559
      501(C)3 GENERAL SUPPORT 1,600
    AMERICAN FRIENDS OF BIMAD ALON MOREH INC
    PO BOX 223
    NEW ROCHELLE,NY10804
      501(C)3 GENERAL SUPPORT 600
    AMERICAN FRIENDS OF HAMAAYAN FOUNDATION
    1110 E 18TH STREET
    BROOKLYN,NY11230
      501(C)3 GENERAL SUPPORT 275
    AMERICAN FRIENDS OF JEWISH AMAZON
    8023 DUFFIELD LN
    HOUSTON,TX77071
      501(C)4 GENERAL SUPPORT 500
    AMERICAN FRIENDS OF MIGDAL TORAH
    1191 E 18TH ST
    BROOKLYN,NY11230
      501(C)3 GENERAL SUPPORT 500
    AMERICAN FRIENDS OF RAMAT BET SHEMESH INC
    285 DEWEY AVE
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 100
    AMERICAN FRIENDS OF SULAM
    241 VIOLA ROAD
    MONSEY,NY10952
      501(C)3 GENERAL SUPPORT 1,400
    AMERICAN FRIENDS OF YESHIVA IMREI EMES
    3822 15TH AVE
    BROOKLYN,NY11218
      501(C)3 GENERAL SUPPORT 1,200
    BAIS AHARON
    160 WILSON ST
    BROOKLYN,NY11211
      501(C)3 GENERAL SUPPORT 7,500
    BAIS ARON
    PO BOX 191200
    BROOKLYN,NY112197200
      501(C)3 GENERAL SUPPORT 5,000
    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 9,600
    BAY AREA EQUESTRIAN BOOSTER CLUB
    2714 ROSEBUD DR
    PEARLAND,TX77584
      501(C)3 GENERAL SUPPORT 1,000
    BEIS MEDRASH HEICHAL DOVID
    257 BEACH 17TH ST
    FAR ROCKAWAY,NY11691
      501(C)3 GENERAL SUPPORT 3,500
    BEIS MEDRASH L'TORAH
    5 CEDAR DR
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 15,000
    BEIS MIDRASH OF QUEENS
    17 FORT GEORGE HI APT 7J
    NEW YORK,NY10040
      501(C)3 GENERAL SUPPORT 300
    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 25,000
    BNOS BROCHA INC
    1665 CORPORATE ROAD
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 6,670
    BREAD AND BUTTER
    10 FIRST ST
    SPRING VALLEY,NY10977
      501(C)3 GENERAL SUPPORT 540
    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 5,050
    CHASDEI SHMIEL SHMELKA BEN CHAIN Z TL
    1665 50TH ST
    BROOKLYN,NY11204
      501(C)3 GENERAL SUPPORT 50
    CHIZUK HATORAH INC
    1044 E 13TH STREET
    BROOKLYN,NY11230
      501(C)3 GENERAL SUPPORT 350
    CHOFETZ CHAIM HERITAGE
    361 SPOOK ROCK ROAD
    SUFFERN,NY10901
      501(C)3 GENERAL SUPPORT 15,000
    COMMUNITY KOLLEL OF HOUSTON
    7823 LUDINGTON DR
    HOUSTON,TX77071
      501(C)3 GENERAL SUPPORT 200
    CONG BNOS DEVORAH INC
    360 OAK ST
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 4,900
    CONGREGATION AND YESHIVA BETH HILLEL
    984 HAVERSTRAW RD
    SUFFERN,NY10901
      501(C)3 GENERAL SUPPORT 60,000
    CONGREGATION BEIS MEDRASH OF LAWRENCE
    15 MARTIN LN
    LAWRENCE,NY11559
      501(C)3 GENERAL SUPPORT 5,800
    CONGREGATION BIRCHAS CHAIM
    1236 49TH ST APT 1F
    BROOKLYN,NY11219
      501(C)3 GENERAL SUPPORT 11,500
    CONGREGATION GATES OF MERCY
    475 OBERLIN AVE S STE 203
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 720
    CONGREGATION ISRAEL OF SPRINGFIELD
    339 MOUNTAIN AVE
    SPRINGFIELD,NJ07081
      501(C)3 GENERAL SUPPORT 275
    CONGREGATION KNESSES BAIS AARON INC
    415 1ST ST B
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 5,000
    CONGREGATION PRESIDENTIAL ESTATES
    41 FORD AVENUE
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 100
    CONGREGATION TIFERETH BETH DAVID JERUSALEM
    6519 BAILY ROAD
    COTE SAINTLUC,QUEBECH4V-1A1
    CA
      501(C)3 GENERAL SUPPORT 337
    CONGREGATION TIFERETH ZVI
    7561 BEVERLY BLVD
    LOS ANGELES,CA90036
      501(C)3 GENERAL SUPPORT 30,000
    CONGREGATION YESHIVA ATERES MORDECAI
    137 E 4TH ST
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 200
    CONGREGATION ZICHRON MOSHE
    1441 MONMOUTH AVE
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 1,000
    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
    DAAT CENTER INC
    170 CONCORD ST 100
    BROOKLYN,NY11201
      501(C)3 GENERAL SUPPORT 100,000
    DALLAS AREA TORAH ASSOCIATION (DATA)
    5840 FOREST LANE
    DALLAS,TX75230
      501(C)3 GENERAL SUPPORT 500
    DENVER COMMUNITY KOLLEL
    1516 XAVIER ST 300
    DENVER,CO80204
      501(C)3 GENERAL SUPPORT 14,000
    EZRAT ISRAEL
    806 EASTERN PKWY
    BROOKLYN,NY11213
      501(C)3 GENERAL SUPPORT 180
    FEED ISRAEL
    5229 NEW UTRECHT AVENUE SUITE 400
    BROOKLYN,NY11219
      501(C)3 GENERAL SUPPORT 54
    FRIENDS OF HARIM
    PO BOX 190162
    BROOKLYN,NY11219
      501(C)3 GENERAL SUPPORT 360
    FRIENDS OF ISRAEL DEFENSE FORCES
    60 EAST 42ND STREET
    NEW YORK,NY10165
      501(C)3 GENERAL SUPPORT 180
    FRIENDS OF MCGILL UNIVERSITY
    2 HAMILTON AVE STE 211
    NEW ROCHELLE,NY10801
      501(C)3 GENERAL SUPPORT 24,902
    FRIENDSHIP CIRCLE INTERNATIONAL
    1054 TACOMA AVE NE
    RENTON,WA98056
      501(C)3 GENERAL SUPPORT 540
    GATEWAYS
    11 WALLENBERG CIRCLE
    MONSEY,NY10952
      501(C)3 GENERAL SUPPORT 93,100
    GMACH ZICHRON YAAKOV MORDECHAI
    1415 47TH ST
    BROOKLYN,NY11219
      501(C)3 GENERAL SUPPORT 72
    HATZALAH OF HOUSTON
    PO BOX 711354
    HOUSTON,TX77271
      501(C)3 GENERAL SUPPORT 1,500
    HATZOLAH EMS INC
    PO BOX 184
    MONSEY,NY10952
      501(C)3 GENERAL SUPPORT 2,500
    HOPE ORGANIZATION
    11 FLANNERY AVE
    LAKEWOOD,NJ08701
      501(C)3 COVID RELIEF 1,000
    J-HYPE
    7530 COACHWOOD DRIVE
    HOUSTON,TX77071
      501(C)3 GENERAL SUPPORT 10,000
    JEWISH CHARITY REVIEW INC
    625 FOREST AVENUE
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 150
    JEWISH FEDERATION OF GREATER HOUSTON
    5603 S BRAESWOOD BLVD
    HOUSTON,TX77096
      501(C)3 GENERAL SUPPORT 3,000
    JEWISH GENERAL HOSPITAL FOUNDATION
    3755 COTE-SAINTE-CATHERINE ROAD
    A-107
    MONTREAL,QUEBECH3T-1E2
    CA
      501(C)3 GENERAL SUPPORT 157
    JEWISHGEN
    36 BATTERY PLACE
    NEW YORK,NY10280
      501(C)3 GENERAL SUPPORT 100
    JUST ONE LIFE
    275 MADISON AVE FL 30
    NEW YORK,NY100161133
      501(C)3 GENERAL SUPPORT 1,000
    KEREN HASHVIIS INC
    26A CARNATION DR
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 30,000
    KEREN ZICHRON GEDALYAHU
    1370 CONEY ISLAND AVE
    BROOKLYN,NY11230
      501(C)3 GENERAL SUPPORT 4,000
    KESER DOVID INC
    10 CELLER RD
    EDISON,NJ08817
      501(C)3 GENERAL SUPPORT 300
    KNN RELIEF FUND
    63 GEORGIAN CT
    ELIZABETH,NJ07208
      501(C)3 GENERAL SUPPPORT 500
    KOLLEL OF HOUSTON
    7714 LUDINGTON DR
    HOUSTON,TX77071
      501(C)3 GENERAL SUPPORT 16,200
    KOLLEL OR LESION
    199 LEE AVE 145
    BROOKLYN,NY11211
      501(C)3 GENERAL SUPPORT 100
    LADIES BIKUR CHOLIM DSATMOR
    545 BEDFORD AVE
    BROOKLYN,NY11211
      501(C)3 GENERAL SUPPORT 750
    LEV ROCHEL BIKUR CHOLIM OF LAKEWOOD
    93 PROSPECT STREET
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPPORT 2,000
    MEC FUND
    1341 E 5TH ST
    BROOKLYN,NY11230
      501(C)3 GENERAL SUPPORT 1,100
    MAOR ISRAEL
    299 WEBSTER AVE
    BROOKLYN,NY11230
      501(C)3 GENERAL SUPPORT 120
    MESIVTA OF HOUSTON
    7823 LUDINGTON DR
    HOUSTON,TX77071
      501(C)3 GENERAL SUPPPORT 10,000
    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
    MONTREAL TORAH CENTER - DRAW
    28 CLEVE ROAD
    HAMPSTEAD,QUEBECHX3 1A6
    CA
      501(C)3 GENERAL SUPPORT 860
    NCSY
    7626 COACHWOOD DR
    HOUSTON,TX77071
      501(C)3 GENERAL SUPPORT 10,000
    NER ISRAEL RABBINICAL COLLEGE
    400 MOUNT WILSON LANE
    BALTIMORE,MD21208
      501(C)3 GENERAL SUPPORT 75,000
    OHEL YISRAEL
    18 SDEI CHEMED ST
    MODIIN ILIT   71919
    IS
      501(C)3 GENERAL SUPPORT 300
    OHR YAAKOV
    132 NASSAU ST RM 300
    NEW YORK,NY10038
      501(C)3 GENERAL SUPPORT 450
    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
    RABBINICAL SEMINARY OF ISRAEL
    1357 51ST ST
    BROOKLYN,NY11219
      501(C)3 GENERAL SUPPORT 120
    RAV CHESED
    1210 43RD STREET
    BROOKLYN,NY11219
      501(C)3 GENERAL SUPPORT 200
    RAV PE'ALIM INSTITUTIONS
    2 REUVEN GAMSON ST
    JERUSALEM   91270
    IS
      501(C)3 GENERAL SUPPORT 100
    RCCS
    762 BEDFORD AVENUE
    BROOKLYN,NY11205
      501(C)3 GENERAL SUPPORT 500
    REFUAH YISHUAH
    5229 NEW UTRECHT AVENUE
    BROOKLYN,NY11219
      501(C)3 GENERAL SUPPORT 54
    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
    SHARSHERET INC
    1086 TEANECK ROAD SUITE 2G
    TEANECK,NJ07666
      501(C)3 GENERAL SUPPORT 250
    SHOR YOSHUV
    1 CEDARLAWN AVE
    LAWRENCE,NY11559
      501(C)3 GENERAL SUPPORT 36
    SLABODKA YESHIVA
    HA-REV SHER ST 12
    BNEI BRAK   51120
    IS
      501(C)3 GENERAL SUPPORT 25,000
    SOCIETY FOR THE WELFARE OF ISRAELI UNDERPRIVILEGED GIFTED CHILDREN
    1801 POST OAK BLVD STE 100
    HOUSTON,TX770563835
      501(C)3 GENERAL SUPPORT 500
    STAM GEMILAS CHESED FUND
    615 FOREST AVE
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 500
    TORCH (TORAH OUTREACH RESOURCE CENTER OF HOUSTON)
    9427 GLENFIELD CT
    HOUSTON,TX77096
      501(C)3 GENERAL SUPPORT 3,100
    TEXAS FRIENDS OF CHABAD LUBAVITCH
    10900 FONDREN RD
    HOUSTON,TX77096
      501(C)3 GENERAL SUPPORT 1,200
    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 300
    TORAH SCHOOL FOR ISRAEL
    1607 45TH STREET
    BROOKLYN,NY11204
      501(C)3 GENERAL SUPPORT 500
    TORAH UMESORAH
    1030 S ROBERTSON BLVD FL 2
    LOS ANGELES,CA90035
      501(C)3 GENERAL SUPPORT 11,111
    TSHECHENOV INSTITUTIONS
    1733 52ND ST
    BROOKLYN,NY11204
      501(C)3 GENERAL SUPPORT 650
    TZEDAKAH V'CHESED
    1537 47TH ST
    BROOKLYN,NY11219
      501(C)3 GENERAL SUPPORT 36
    UNITED CHARITY INSTITUTIONS OF JERUSALEM
    21 ROBERT PRITT DR
    MONSEY,NY10952
      501(C)3 GENERAL SUPPORT 360
    YAD TOMECH
    48 SD NEHAR HAYARDEN ST
    RAMAT BEIT SHEMESH    
    IS
      501(C)3 GENERAL SUPPORT 500
    YDT ALUMNI CHESED FUND INC
    257 BEACH 17TH ST
    FAR ROCKAWAY,NY11691
      501(C)3 GENERAL SUPPORT 9,800
    YESHIVA & MESVITA TORAH TEMIMAH
    555 OCEAN PARKWAY
    BROOKLYN,NY11218
      501(C)3 GENERAL SUPPORT 15,500
    YESHIVA AVIR YAKOV
    766 N MAIN STREET
    NEW SQUARE,NY10977
      501(C)3 GENERAL SUPPORT 5,000
    YESHIVA GEDOLA OF WOODLAKE
    PO BOX 974
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 12,000
    YESHIVA KTANA OF PASSAIC
    181 PENNINGTON AVE
    PASSAIC,NJ07055
      501(C)3 GENERAL SUPPORT 1,150
    YESHIVA OHR ZECHARIA
    199 JOE PARKER ROAD
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 3,000
    YESHIVA ORCHOS CHAIM
    PO BOX 963
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 52,660
    YESHIVA TORAS CHAIM
    999 RIDGE AVENUE
    LAKEWOOD,NJ08701
      501(C)3 GENERAL SUPPORT 200
    YESHIVA TORAT EMET
    11330 BRAESRIDGE DRIVE
    HOUSTON,TX77071
      501(C)3 GENERAL SUPPORT 25,360
    YESHIVAS EMEK HATORAH
    395 KENT ROAD
    HOWELL,NJ07331
      501(C)3 GENERAL SUPPORT 22,200
    YOUNG ISRAEL OF HOUSTON
    7823 LUDINGTON DR
    HOUSTON,TX77071
      501(C)3 GENERAL SUPPORT 11,075
    ZAKA SEARCH AND RESCUE INC
    1405 N BROAD ST STE 210
    HILLSIDE,NJ07205
      501(C)3 GENERAL SUPPORT 500
    ZICHRON ELIYAHU
    657 E 7TH ST
    BROOKLYN,NY11218
      501(C)3 GENERAL SUPPORT 500
    Total .................................bullet 3a 883,915
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 5,161  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -10,137  
    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) .. 15,679 340,854 1,695
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    358,228
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
     
    Employer identification number
    47-2374942
    Part I
    Contributors
    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 152
     
    HOUSTON, TX77060

    $ 500,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 33,102 16,551   16,551

    TY 2021 GeneralExplanationAttachment
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Identifier Return Reference Explanation
    BACKUP WITHHOLDING FORM 990, PART V, LINE 6D THE FOUNDATION ERRONEOUSLY HAD SOME AMOUNT WITHHELD FOR FEDERAL INCOME TAX IN CITI ACCOUNT C92-211660.THE AMOUNT WITHHELD AS REPORTED ON 2021 FORM 1099 FROM PERSHING LLC:$540 - 2021 FORM 1099-INT$1,310 - 2021 FORM 1099-DIV

    TY 2021 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 3,220 3,220
    AMAZON.COM INC 2.80 08/22/2024 27,220 27,220
    AVALONBAY CMMTYS INC 3.45 06/01/25 13,802 13,802
    BANK OF AMERICA CORP 4.20 08/26/24 28,947 28,947
    BERKSHIRE HATHAWAY INC 3.00 02/11/23 13,332 13,332
    BHP BILLITON FINANCE USA LTD 2.875 02/24/2022 23,066 23,066
    CHARLES SCHWAB CORP/THE 3.225 09/01/2022 13,225 13,225
    CHIRON CAPITAL ALLOCATION FUND CL I 89,064 89,064
    CHUBB INA HOLDINGS INC 3.15 03/15/2025 27,449 27,449
    HOME DEPOT 2.70 04/01/23 29,581 29,581
    INTEL CORP 2.875 05/11/24 29,156 29,156
    JOHN DEER CAPITAL CORP 1.950 06/22/20 20,495 20,495
    JP MORGAN STRATEGIC INCOME OPPS- CL I 73,952 73,952
    LEGG MASON WESTERN ASSET MACRO OPP I 58,415 58,415
    METLIFE INC 3.600 04/10/24 25,335 25,335
    MICROSOFT CORP 2.650 11/03/22 76,181 76,181
    MICROSOFT CORP 2.000 08/08/2023 29,552 29,552
    SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 495,520 495,520
    SPDR PROTFOLIO AGGREGATE BD ETF 148,100 148,100
    SPDR SER TR BLOOMBERG BARCLAYS INVT GRADE FLTG RATE ETF 128,478 128,478
    TOTALENERGIES CAPITAL INTERNATIONAL SA 3.70 01/15/2024 29,436 29,436
    TOYOTA MOTOR CREDIT CORP 2.250 10/18/23 26,659 26,659
    UNITED PARCEL SERVICE 2.450 10/01/22 29,418 29,418
    UNITEDHEALTH GROUP INC.3.350 07/15/22 76,206 76,206
    WASTE MANAGEMENT INC 3.150 03/16/18 20,302 20,302

    TY 2021 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
    10X GENOMICS INC CL A 2,830 2,830
    AB SELECT US LONG/SHORT PORT ADVISOR 78,452 78,452
    ABB LTD SPONSORED ADR CMN 2,061 2,061
    ABBEY CAPITAL FUTURES STRATEGY INSTL 54,758 54,758
    ABBVIE INC COM 2,573 2,573
    ACUSHNET HOLDINGS 4,193 4,193
    ADIDAS AG ADR CMN 432 432
    ADOBE SYSTEMS 17,012 17,012
    ADVANCE AUTO PARTS 3,358 3,358
    AGILON HEALTH INC 2,430 2,430
    AGREE REALTY 2,926 2,926
    AIA GROUP LIMITED SPONSORED ADR CMN SERIES 1,815 1,815
    AIR LIQUIDE SA ADR CMN 1,011 1,011
    AIRBNB INC CL A 4,662 4,662
    AIRBNB INC CLASS A COMMON STOCK 125,200 125,200
    AIRBUS S.E. ADR CMN 1,469 1,469
    AIRBUS SE UNSPONSORED ADR 2,106 2,106
    ALBANY INTL A NEW 2,654 2,654
    ALCON INC 7,318 7,318
    ALIBABA GROUP HLDG LTD 1,782 1,782
    ALLETE INC 2,654 2,654
    ALLSPRING ABSOLUTE RETURN FD INST 55,020 55,020
    ALNYLAM PHARMA 2,883 2,883
    ALPHABET INC CL A 11,588 11,588
    ALPHABET INC CLASS A COMMON STOCK 139,058 139,058
    ALPHASIMPLEX MANAGED FUTURE STRAT 24,224 24,224
    AMAZON COM 33,343 33,343
    AMAZON.COM INC 193,392 193,392
    AMC NETWORKS INC CL A 585 585
    AMDOCS LIMITED ORD (DOX) 4,041 4,041
    AMERICA MOVIL SAB DE CV SPONSORED ADR CMN SERIES L (AMX) 528 528
    AMERICAN EXPRESS CO 2,945 2,945
    AMERICAN TOWER REIT COM 2,925 2,925
    AMERIPRISE FINCL INC 6,033 6,033
    AMGEN INC 4,724 4,724
    ANALOG DEVICES INC 1,758 1,758
    ANHEUSER BUSCH INVEB SA SPON 7,084 7,084
    ANHEUSER-BUSCH INBEV SPONSORED ADR CMN 908 908
    ANSYS INC 8,022 8,022
    AON PUBLIC LIMTIED COMPANY CMN 601 601
    APPLE 497,196 497,196
    APPLE INC 19,000 19,000
    APPLE INC 159,991 159,991
    APTIV PLC 2,474 2,474
    APTIV PLC 69,114 69,114
    AQR MANAGED FUTURES STRATEGY HV CL I 20,517 20,517
    ASHAI KASEI CORP ADR CMN 732 732
    ASML HOLDING N.V. ADR CMN 3,981 3,981
    ASML HOLDING NV NY REG NEW 2,388 2,388
    ASSA ABLOY AB UNSPONSORED ADR (SWEDEN) 488 488
    ASSOCIATED BRITISH FOOD PLC ADR (NEW) 580 580
    ASSURED GUARRANTY LTD 2,610 2,610
    ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 2,621 2,621
    ATLASSIAN CORP PLC CL A (TEAM) 3,432 3,432
    ATLASSIAN CORPORATION PLC CMN CLASS A 381 381
    AUTODESK INC DELAWARE 5,061 5,061
    AVERY DENNISON CORP 3,682 3,682
    B&M EUOPEAN VALUE RETAIL S.A. ADR CMN 1,140 1,140
    BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN 945 945
    BANK OF AMERICA CORP 399,253 399,253
    BANK OF THE OZARKS 4,653 4,653
    BEIGENE, LTD. 813 813
    BILL COM HLDGS INC 4,983 4,983
    BIOGEN 4,079 4,079
    BLOCK INC CL A 6,299 6,299
    BNP PARIBAS SPONSORED ADR CMN 1,071 1,071
    BOEING CO 117,571 117,571
    BRISTOL MYERS SQUIBB CO 1,122 1,122
    BRITISH AMERICAN TOBACCO PLC SPONS ADR 1,602 1,602
    BROADCOM LTD SHS 9,981 9,981
    BRUNSWICK CORP (BC) 4,432 4,432
    CABLE ONE INC COM 3,527 3,527
    CALAMOS MARKET NEUTRAL INCOME CL I 114,272 114,272
    CAMDEN PROPERTY TRUST 2,144 2,144
    CAPITAL ONE FINANCIAL CORP 6,384 6,384
    CARGURUS INC CL A 2,119 2,119
    CARLSBERG A/S SPONSORED ADR CMN 1,762 1,762
    CARMAX INC 5,730 5,730
    CARRIER GLOBAL CORPORATION 434 434
    CARVANA CO CL A (CVNA) 3,940 3,940
    CATERPILLAR INC 1,654 1,654
    CATHAY GENERAL BANCORP (CATY) 2,450 2,450
    CERENCE INC 1,226 1,226
    CHARLES RIVER LABS INTL INC 1,130 1,130
    CHENIERE ENERGY INC NEW 7,404 7,404
    CHEVRON CORP 82,145 82,145
    CHEWY INC CL A (CHWY) 1,179 1,179
    CHUBB LTD 3,673 3,673
    CINCINNATI FINANCIAL OHIO 4,671 4,671
    CITIGROUP INC COM 109,246 109,246
    CITRIX SYSTEMS 1,892 1,892
    CLOUDFLARE INC CL A 12,493 12,493
    CLOUDFLARE INC CLASS A COMMON STOCK PAR 101,518 101,518
    COCA COLA CO 4,559 4,559
    COINBASE GLOBAL INC CL A 3,786 3,786
    COMCAST CORP NEW CLASS A 7,600 7,600
    COMFORT SYSTEMS USA 1,286 1,286
    COMMERCE BANCSHARES (CBSH) 2,475 2,475
    COMPAGNIE FINANCIERE RICHEMONT UNSPONSORED ADR CMN 1,353 1,353
    CONMED CP (CNMD) 4,253 4,253
    CONOCOPHILLIPS 72,180 72,180
    CONSTELLATION BRANDS INC CL A 3,514 3,514
    CORTEVA INC (CTVA) 5,815 5,815
    COSTCO WHOLESALE CORP-NEW 245,814 245,814
    COTERRA ENERGY INC 5,681 5,681
    COUSINS PPTYS INC 846 846
    COVERED PUT WRITING US EQUITY 504,918 504,918
    CRANE CO 2,442 2,442
    CROWDSTRIKE HOLDINGS INC CLASS A COMMON STOCK 52,826 52,826
    CROWDSTRIKE HOLDS INC CL A 1,024 1,024
    CROWN CASTLE INTL CORP 8,976 8,976
    CSX CORPORATION COM 241,693 241,693
    CULLEN FROST BANKERS 6,556 6,556
    CYRUSONE INC 897 897
    DAIICHI SANKYO CO LTD SPONSORED ADR CMN 483 483
    DANAHER CORP 12,173 12,173
    DATADOG INC CL A 7,481 7,481
    DBS BROUP HOLDINGS SPONSORED ADR CMN 969 969
    DENTSPLY SIRONA INC 837 837
    DEUTSCHE BOERSE AG UNSPONSORED ADR CMN 418 418
    DEXCOM INC 2,685 2,685
    DIAGEO PLC 1,101 1,101
    DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN 1,101 1,101
    DIAMONDBACK ENERGY INC 2,481 2,481
    DIGITAL TURBINE INC COM NEW 55,806 55,806
    DISCOVERY COMMUNICATIONS 1,130 1,130
    DNB BANK ASA SPONSORED ADR CMN 1,008 1,008
    DOCUSIGN INC 1,828 1,828
    DOLBY CLA A COM STK 1,904 1,904
    DONALDSON CO INC 1,482 1,482
    DOORDASH INC CL A 9,232 9,232
    DOXIMITY INC CL A 1,003 1,003
    DSV PANALPINA A/S UNSPONSORED ADR CMN 1,285 1,285
    EAST WEST BANCORP 6,452 6,452
    EASTGROUP PROPERTIES 3,646 3,646
    EATON CORP PLC SHS 2,247 2,247
    ECOLAB INC 5,161 5,161
    EDWARDS LIFESCIENCES CORP 217,385 217,385
    ELANCO ANIMAL HEALTH INC 3,775 3,775
    ENEL SOCIETA PER AZIONI ADR CMN 1,603 1,603
    ENERGIZER HLDGS INC 1,925 1,925
    ENGIE SPONSORED ADR CMN 1,406 1,406
    ENPHASE ENERGY INC 78,298 78,298
    ENPRO IND INC (NPO) 1,651 1,651
    EPIROC AB ADR CMN 1,139 1,139
    EQUINIX INC COM PAR 2,538 2,538
    EQUITY LIFESTYLE PROPERTIES 2,542 2,542
    ESSILOR INTERNATIONAL SA ADR CMN 2,023 2,023
    ETSY INC COM 657 657
    FASTLY INC CL A 638 638
    FED AGRIC MTG NON VTG C (AGM) 1,983 1,983
    FIDELITY NATIONAL FINANCIAL 4,487 4,487
    FIDELITY NATL INFORMATION SE 1,746 1,746
    FLUTTER ENTERTAINMENT PUBLIC L ADR CMN 316 316
    FOUR CORNERS PPTY TR INC 1,735 1,735
    FPA CRESCENT FUND 110,364 110,364
    FREEPORT-MCMORAN INC 1,794 1,794
    FULLER HB AND COMPANY 1,458 1,458
    GENL DYNAMICS 5,837 5,837
    GENMAB A/S SPONSORED ADR CMN 1,662 1,662
    GINKGO BIOWORKS HOLDS INC CL A 341 341
    GIVAUDAN SA ADR CMN 1,788 1,788
    GOLDMAN SACHS GRP 4,591 4,591
    GOODRX HOLDGS INC COM CL A 1,013 1,013
    GOTHAM ABSOLUTE RETURN FUND INSTL 91,691 91,691
    GRAB HOLDINGS LTD CL A 1,041 1,041
    GUARDANT HEALTH INC 4,601 4,601
    HAMILTON LANE CL A 2,487 2,487
    HASBRO INC 1,832 1,832
    HDFC BANK LIMITED SPONSORED ADR CMN 716 716
    HERMES INTERNATIONAL UNSPONSORED ADR CMN 1,397 1,397
    HOLLYFRONTIER CORP COM 1,475 1,475
    HOME DEPOT INC 6,225 6,225
    HOME DEPOT INC 240,706 240,706
    HONEYWELL INTL INC 4,587 4,587
    HONG KONG EXCHANGES & CLEARING UNSPONSORED ADR CMN 1,168 1,168
    HOYA CORP SPONSORED ADR CMN 1,040 1,040
    HUBBELL INC 2,708 2,708
    HUBSPOT, INC. 1,977 1,977
    HUNTINGTON INGALLS INDUSTRIES 1,681 1,681
    HUNTSMAN CORP 2,860 2,860
    HUTCHMED (CHINA) LIMITED SPONSORED ADR CMN 561 561
    IBERDROLA SOCIEDAD ANONIMA SPONSORED ADR CMN 852 852
    IDACORP INC 2,153 2,153
    IHS MARKIT LTD 3,057 3,057
    ILLUMINA INC 87,882 87,882
    IMMUNOGEN INC 408 408
    INDUSTRIA DE DISENO TEXTIL, S. ADR CMN 1,054 1,054
    ING GROEP N.V. SPONS ADR SPONSORED ADR CMN 543 543
    INGREDION INC 2,706 2,706
    INTERPUBLIC GROUP OF COS INC 1,573 1,573
    INTUITIVE SURGICAL 1,797 1,797
    IONIS PHARMACEUTICALS INC 1,400 1,400
    JAMES RIV GROUP HLDGS 1,066 1,066
    JARDINE MATHESON HOLDINGS LTD ADR CMN 440 440
    JOHNSON CTLS INTL 11,302 11,302
    JP MORGAN CHASE 4,909 4,909
    JPMORGAN CHASE & CO 79,175 79,175
    JPMORGAN CHASE & CO 369,272 369,272
    KERING ADR CMN 2,010 2,010
    KEYENCE CORPORATION CMN 3,809 3,809
    KINSALE CAP GROUP INC 714 714
    KLA CORPORATION 3,011 3,011
    KONINKLIJKE KPN N.V. SPONSORED ADR CMN 391 391
    KONINKLIJKE PHILIPS N.V. ADR CMN 516 516
    LOREAL CO (ADR) ADR CMN 1,897 1,897
    L3 TECHNOLOGIES 2,985 2,985
    LCI INDS 4,053 4,053
    LEIDOS HLDGS 1,334 1,334
    LENNAR CORP 382 382
    LENNAR CORPORATION 16,959 16,959
    LIBERTY BROADBAND S-A 483 483
    LIBERTY BROADBAND S-C 806 806
    LIBERTY INTERACTIVE CORP 509 509
    LIBERTY MEDIA C SER C 966 966
    LIBERTY MEDIA CORP SER A 237 237
    LIBERY MEDIA CORP SER C 5,692 5,692
    LINCOLN ELEC HLDGS 2,650 2,650
    LITTLEFUSE INC 3,776 3,776
    LOCKHEED MARTIN CORP 3,199 3,199
    LOCKHEED MARTIN CORP 197,608 197,608
    LONDON STOCK EXCHANGE GROUP PL ADR CMN 1,924 1,924
    LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN 1,323 1,323
    LYFT INC CL A 812 812
    LYONDELLBASSELL NV CL-A 1,199 1,199
    MAINTECH INTL CORP CL A 583 583
    MARTIN MARIETTA MATERIALS 6,167 6,167
    MATCH GROUP INC 1,719 1,719
    MDC HOLDINGS INC 1,898 1,898
    MDONALDS CORP 212,311 212,311
    MEDICAL PROPERTIES TRUST INC 2,765 2,765
    MEDTRONIC PLC SHS 5,173 5,173
    MERCADOLIBRE INC 5,394 5,394
    MERCADOLIBRE, INC. CMN 1,348 1,348
    MESA LABORATORIES INC 984 984
    META PLATFORMS INC CL A 20,854 20,854
    MICHELIN COMPAGNIE GENERALE D 4,755 4,755
    MICROCHIP TECH 6,617 6,617
    MICROSOFT CORP 22,533 22,533
    MICROSOFT CORP 149,662 149,662
    MITSUBISHI UFJ FINL 2,189 2,189
    MKS INSTRUMENTS 4,877 4,877
    MODERNA INC 4,826 4,826
    MONGODB INC CL A 3,176 3,176
    MONOLITHIC PWR SYSTEMS INC 2,467 2,467
    MONSTER BEVERAGE CORP NEW COM 2,305 2,305
    MORGAN STANLEY 6,969 6,969
    MSA SAFETY INC 2,264 2,264
    MURATA MANUFACTURING CO., LTD. UNSPONSORED ADR CMN 497 497
    NESTLE SA SPONSORED ADR 1,818 1,818
    NETEASE INC SPONSORED ADR CMN 305 305
    NETFLIX INC 3,012 3,012
    NICE SYSTEMS LTD 1 ADR 607 607
    NIDEC CORPORATION SPONSORED ADR 881 881
    NIKE INC B 3,167 3,167
    NIKE INC CLASS B COM 370,174 370,174
    NISOURCE INC 2,071 2,071
    NITORI HOLDINGS CO.,LTD. ADR CMN 823 823
    NOLIA CORPORATION SPONSORED ADR CMN 572 572
    NORDSON CP 3,063 3,063
    NOVO-NORDISK A/S ADR ADR CMN 3,360 3,360
    NVENT ELECTRIC PLC 2,888 2,888
    NVIDIA CORP 88,821 88,821
    NVIDIA CORPORATION 5,882 5,882
    OCCIDENTAL PETE CORP WTS 467 467
    OCCIDENTAL PETROLEUM CORP DE 8,697 8,697
    OKTA, INC CL A 2,018 2,018
    ORGANON & CO 914 914
    ORSTED A/S ADR CMN 426 426
    OTIS WORLDWIDE CORP 348 348
    PACKAGING CORP AMER 2,042 2,042
    PALANTIR TECHNOLOGIES INC CLASS A COMMON STOCK 242,011 242,011
    PALO ALTO NETWORKS 3,897 3,897
    PAPA JOHNS INTL INC 1,869 1,869
    PARKER HANNIFIN CORP 6,044 6,044
    PAYPAL HLDGS 6,035 6,035
    PAYPAL HOLDINGS INC COM 90,330 90,330
    PENTAIR PLC 1,388 1,388
    PERNOD RICARD UNSPONSORED ADR SMN 1,010 1,010
    PHIBRO ANIMAL HEALTH CORP 572 572
    PHILLIPS 66 COM 3,043 3,043
    PHILLIPS 66 COM 54,345 54,345
    PINTEREST INC CL A 2,835 2,835
    PNC FINL SVCS GP 5,214 5,214
    POLARIS INDUSTRIES 2,088 2,088
    PROCTER & GAMBLE 5,398 5,398
    PROCTER & GAMBLE CO/THE 151,148 151,148
    QUALCOMM INC 6,218 6,218
    RAYMOND JAMES FINCL INC 3,213 3,213
    RAYTHEON TECHNOLOGIES CORP 2,668 2,668
    RECKITT BENCKISER GROUP PLC SPONSORED ADR CMN 1,340 1,340
    RECRUIT HOLDINGS CO., LTD. ADR 836 836
    REED ELSEVIER PLC SPONSORED ADR CMN 1,728 1,728
    RIVIAN AUTOMOTIVE INC CL A 1,141 1,141
    ROBLOX CORP CL A 9,491 9,491
    ROCHE HOLDING AG ADR B SHS 572 572
    ROYALTY PHARMA PLC SHS CLASS A 5,380 5,380
    RPM INC 8,383 8,383
    SAFRAN SA SPONSORED ADR CMN 2,081 2,081
    SALESFORCE.COM INC 5,083 5,083
    SAP SE 1,681 1,681
    SCHLUMBERGER LTD 5,990 5,990
    SEA LIMITED ADR 4,698 4,698
    SEAGATE TECHNOLOGY 4,632 4,632
    SELECT MEDICAL HLDGS CP 1,617 1,617
    SERVISFIRST BANCSHARES INC COM 3,652 3,652
    SHIN-ETSU CHEMICAL CO., LTD. UNSPONSORED ADR CMN 1,254 1,254
    SHIONOGI & CO., LTD. UNSPONSORED ADR CMN 1,288 1,288
    SHOPIFY INC 11,019 11,019
    SHOPIFY INC CL A 61,983 61,983
    SMC CORP. CMN 2,036 2,036
    SNAP INC. CL A 7,290 7,290
    SNAP-ON INC 2,585 2,585
    SNOWFLAKE INC CL A 12,873 12,873
    SONY CORP ADR 1974 NEW 7,584 7,584
    SPDR S&P 500 ETF TRUST 149,651 149,651
    SPLUNK INC 2,430 2,430
    SPOTIFY TECHNOLOGY SA 2,808 2,808
    STATE STREET CORP 2,232 2,232
    STERIS PLC 2,678 2,678
    STMICROELECTRONICS NV ADR CMN 1,466 1,466
    STORE CAPITAL CORPORATION 2,546 2,546
    STRAUMANN HOLDING AG UNSPONSORED ADR CMN 1,488 1,488
    SUN COMMUNITIES INC 2,730 2,730
    SVB FINANCIAL GROUP 133,613 133,613
    SYNCHRONY FINANCY 1,531 1,531
    TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 3,380 3,380
    TARGA RESOURCES CORP 2,455 2,455
    TE CONNECTIVITY LTD 4,679 4,679
    TENCENT HOLDINGS LIMITED UNSPONSORED ADR CMN 1,348 1,348
    TERRENO RLTY CORP COM 3,667 3,667
    TERUMO COPORATION ADR CMN 422 422
    TFI INTERNATIONAL INC CMN 1,011 1,011
    THERMO FISHER SCIENTIFIC 4,671 4,671
    TIMKEN CO 2,148 2,148
    TOKYO ELECTRON LIMTIED UNSPONSORED ADR CMN 863 863
    TORTOISE MLP & PIPELINE INST (TORIX) 51,593 51,593
    TOTALENERGIES SE SPONSORED ADR CMN 850 850
    TRADE DESK INC CLASS A 6,873 6,873
    TWILIO INC CL A 5,003 5,003
    TWITTER INC 15,257 15,257
    TYSON FOODS INC CL A 3,922 3,922
    UBER TECHNOLOGIES 3,858 3,858
    UIPATH INC CL A 518 518
    ULTA BEAUTY 2,474 2,474
    UNICHARM CORP SPONSORED ADR CMN 799 799
    UNION PACIFIC CORP 3,023 3,023
    UNITED PARCEL SER INC CL-B 3,858 3,858
    UNITEDHEALTH GP INC 24,605 24,605
    UNITY SOFTWARE 7,578 7,578
    VEEVA SYS INC 5,110 5,110
    VERTEX PHARMACEUTICALS 6,368 6,368
    VISA INC CL A 7,802 7,802
    VISA INC CL A COMMON STOCK 123,525 123,525
    WALGREENS BOOTS ALLIANCE 2,086 2,086
    WALMART INC 3,762 3,762
    WALT DISNEY CO 229,237 229,237
    WALT DISNEY CO HLDG 4,337 4,337
    WASH TRUST BANCORP 1,353 1,353
    WAYFAIR INC 3,799 3,799
    WD 40 COMPANY 734 734
    WELLS FARGO & CO NEW 2,303 2,303
    WESTERN DIGITAL CORP 3,391 3,391
    WILEY JOHN & SON CL A 745 745
    WOLFSPEED INC 2,906 2,906
    WORKDAY INC CL A 8,195 8,195
    WW GRAINGER 3,628 3,628
    XYLEM INC COM 5,396 5,396
    ZILLOW GROUP INC CL C CAP STK 3,129 3,129
    ZOETIS INC CLASS A 4,637 4,637
    ZOOM VIDEO COMMUNICATIONS-A 4,782 4,782

    TY 2021 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
    GOLDMAN SACHS BANK USA DEPOSIT FMV 3,672 3,672
    GOVERNMENT FIXED INCOME FMV 3 3
    GS COMOODITY STRATEGY FUND FMV 213,618 213,618
    HGI KF117, LLC AT COST 507,904 507,904
    HGI KFB K45, LLC AT COST 176,351 176,351
    HGI KFB KX03,LLC AT COST 112,443 112,443
    HGI KJ24, LLC AT COST 253,561 253,561
    I80 GROUP SPECIALTY FINANCE LP AT COST 514,239 514,239
    OUTSIDE BASIS - WALTON STREET REAL ESTATE DEBT FUND II FMV 10,000 0
    PGIM SHRT DUR MULTI-SECT BND A FMV 1,008,045 1,008,045
    SEA LIMNITED AMERICAN DEPOSITORY SHS EACH RPRSNTING ONE CL A ORD SHARE FMV 87,023 87,023
    WALTON STREET REAL ESTATE DEBT FUND II, LP AT COST 125,181 125,181
    WLIF HOLDINGS, LLC AT COST 150,998 150,998

    TY 2021 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 60,572 60,572   0
    PASS THROUGH INVESTMENT INTEREST EXPENSE 10,077 10,077   0
    PASS THROUGH OTHER DEDUCTIONS 14,276 14,276   0
    OFFICE EXPENSES 741 741   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    I80 GROUP SPECIALTY FINANCE LP - LOAN MODIFICATION INCOME 39,366 39,366 39,366


    TY 2021 OtherIncreasesSchedule
    Name:
    THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
    EIN:
    47-2374942
    Description Amount
    UNREALIZED GAIN - PORTFOLIO 525,949
    PRIOR YEAR VOIDED CHECK 25


    TY 2021 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 2021 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 330 330   0
    FEDERAL EXCISE TAX 3,810 0   0
    WITHHOLDING TAXES 1,850 0   0
    990-T TAXES 4,120 0   0