Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,387,315J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 16,034 16,034  
4 Dividends and interest from securities... 321,262 296,146  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -789,853
b Gross sales price for all assets on line 6a 12,070,489
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
List of Attached Documents:
// Content
63,301 63,301  
12 Total. Add lines 1 through 11........ -389,256 375,481  
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
List of Attached Documents:
// Content
53,011 26,505   26,506
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
289 289   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,826 1,413   1,413
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
126,882 126,882   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 183,008 155,089   27,919
25 Contributions, gifts, grants paid....... 852,706 852,706
26 Total expenses and disbursements. Add lines 24 and 25 1,035,714 155,089   880,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,424,970
b Net investment income (if negative, enter -0-) 220,392
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 4,487,971 3,243,101 3,243,101
2 Savings and temporary cash investments......... 1,471,721 2,255,037 2,255,037
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
3,357,370 		3,357,370
b Investments—corporate stock (attach schedule)....... 8,426,335 Click to see attachment
List of Attached Documents:
// Content
3,852,584 		3,852,584
c Investments—corporate bonds (attach schedule)....... 2,547,828 Click to see attachment
List of Attached Documents:
// Content
2,184,289 		2,184,289
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,937,703 Click to see attachment
List of Attached Documents:
// Content
1,494,934 		1,494,934
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,871,558 16,387,315 16,387,315
Liabilities 17 Accounts payable and accrued expenses.......... 14,000 1,406
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 14,000 1,406
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 18,857,558 16,385,909
29 Total net assets or fund balances (see instructions)..... 18,857,558 16,385,909
30 Total liabilities and net assets/fund balances (see instructions). 18,871,558 16,387,315
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
18,857,558
2
Enter amount from Part I, line 27a .....................
2
-1,424,970
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,432,588
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,046,679
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,385,909
Form 990-PF (2022)
Form 990-PF (2022)
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 GOLDMAN SACHS 33007      
b GOLDMAN SACHS 40061      
c GOLDMAN SACHS 99541      
d MORGAN STANLEY 071144      
e MORGAN STANLEY 071144      
MORGAN STANLEY 071145      
RBC      
RBC      
CITI 1660      
FIDELITY 3155      
WLIF HOLDINGS LLC      
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 85,414   106,951 -21,537
b 17,205   926 16,279
c 250,304   266,759 -16,455
d 29,675   46,153 -16,478
e 187,024   157,128 29,896
65,000   64,878 122
6,614,764   6,702,613 -87,849
3,929,899   4,650,362 -720,463
150,000   149,858 142
741,098   713,405 27,693
    1,309 -1,309
106     106
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       -21,537
b       16,279
c       -16,455
d       -16,478
e       29,896
      122
      -87,849
      -720,463
      142
      27,693
      -1,309
      106
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 -789,853
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 3,063
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 3,063
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 3,063
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 9,395
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 9,395
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,332
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow6,332 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowTX
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 2022 or the taxable year beginning in 2022? 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
List of Attached Documents:
// Content
...............................
10
Yes
 
Form 990-PF (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowZEV MUNK Telephone no.right arrow (713) 463-8075

Located atright arrow450 N SAM HOUSTON PKWY SUITE 152HOUSTONTX ZIP+4right arrow77060
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
11,413,346
b
Average of monthly cash balances.......................
1b
5,556,740
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,970,086
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
16,970,086
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
254,551
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,715,535
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
835,777
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
835,777
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,063
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
4,187
c
Add lines 2a and 2b............................
2c
7,250
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
828,527
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
828,527
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
828,527
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
880,625
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
880,625
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 828,527
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 23,898
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 880,625
a Applied to 2021, but not more than line 2a 23,898
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 2022 distributable amount..... 828,527
e Remaining amount distributed out of corpus 28,200
5 Excess distributions carryover applied to 2022. 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 28,200
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		28,200
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 28,200
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

AGUDATH ISRAEL OF AMERICA

42 BROADWAY FOURTEENTH FLOOR
NEW YORK,NY10004 		  501(C)3 GENERAL SUPPORT 3,000

AHAVAS CHESED

166 HEWES ST
BROOKLYN,NY11204 		  501(C)3 GENERAL SUPPORT 1,000

AISHEL HOUSE

1955 UNIVERSITY BLVD
HOUSTON,TX77030 		  501(C)3 GENERAL SUPPORT 1,200

AMERICAN FRIENDS OF BAIS HAMEDRESH TAHAROS

365 ROUTE 59 203
AIRMONT,NY10952 		  501(C)3 GENERAL SUPPORT 2,000

AMERICAN FRIENDS OF BE'ER HACHAIM

1483 E 33RD S
BROOKLYN,NY11234 		  501(C)3 GENERAL SUPPORT 300

AMERICAN FRIENDS OF BIMAD ALON MOREH INC

PO BOX 223
NEW ROCHELLE,NY10804 		  501(C)3 GENERAL SUPPORT 600

AMERICAN FRIENDS OF CHAIM LAYLELED

1451 52ND ST A-3
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 1,500

AMERICAN FRIENDS OF DAAS AHARON INC

1527 CEDARWOOD DR
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 5,000

AMERICAN FRIENDS OF HAMAAYAN FOUNDATION

1110 E 18TH STREET
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 275

AMERICAN FRIENDS OF MIGDAL TORAH

1191 E 18TH ST
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 1,000

AMERICAN FRIENDS OF MOSDOS VERETZKY

1507 PARKSIDE DR
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 500

AMERICAN FRIENDS OF SULAM

241 VIOLA ROAD
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 1,500

AMERICAN FRIENDS OF YESHIVA DMIR INC

5227 NEW UTRECHT AVE
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 18,000

AMERICAN FRIENDS OF YESHIVA IMREI EMES

3822 15TH AVE
BROOKLYN,NY11218 		  501(C)3 GENERAL SUPPORT 1,400

AMUDIM COMMUNITY RESOURCES INC

11 BRODWAY SUITE 1076
NEW YORK,NY10004 		  501(C)3 GENERAL SUPPORT 2,000

AVIGDORS HELPING HAND INC

13845 78TH DR
FLUSHING,NY11367 		  501(C)3 GENERAL SUPPORT 2,000

BAIS ARON

PO BOX 191200
BROOKLYN,NY112197200 		  501(C)3 GENERAL SUPPORT 21,800

BAIS BINYOMIN

132 PROSPECT ST
STAMFORD,CT06901 		  501(C)3 GENERAL SUPPORT 1,100

BAIS KAILA HIGH SCHOOL

246 12TH ST
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 4,500

BAIS MEDRASH OF ROCKLAND

PO BOX 995
MONSEY,NY01052 		  501(C)3 GENERAL SUPPORT 250

BAIS MEDRASH TORAS CHESED INC

910 MONMOUTH AVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 635

BEIS MIDRASH OF QUEENS

17 FORT GEORGE HI APT 7J
NEW YORK,NY10040 		  501(C)3 GENERAL SUPPORT 360

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 3,060

BNOS YISROEL OF HOUSTON INC

7811 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 10,100

BREAD AND BUTTER

10 FIRST ST
SPRING VALLEY,NY10977 		  501(C)3 GENERAL SUPPORT 600

CAMP NAGEELA

71 E WILLOW TREE RD
SPRING VALLEY,NY10977 		  501(C)3 GENERAL SUPPORT 500

CHABAD OF SOUTH BROWARD

1295 EAST HALLANDALE BEACH
HALLANDALE BEACH,FL33009 		  501(C)3 GENERAL SUPPORT 5,000

CHABAD OUTREACH OF HOUSTON

11000 FONDREN ROAD STE B104
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 3,775

CHAI LIFELINE

106 CLIFTON AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 5,000

CHARIDY

1002 DEAN ST
BROOKLYN,NY11238 		  501(C)3 GENERAL SUPPORT 100

CHASDEI MEIR INC

1519 E 27TH ST
BROOKLYN,NY11229 		  501(C)3 GENERAL SUPPORT 500

CHOFETZ CHAIM HERITAGE

361 SPOOK ROCK ROAD
SUFFERN,NY10901 		  501(C)3 GENERAL SUPPORT 10,000

CONG BNOS DEVORAH INC

360 OAK ST
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 37,800

CONGREGATION BIRCHAS CHAIM

1236 49TH ST APT 1F
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 7,500

CONGREGATION GATES OF MERCY

475 OBERLIN AVE S STE 203
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 720

CONGREGATION KEHILAS YAAKOV

2 OMNI CT
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,800

CONGREGATION KHAL TZEMACH TZADIK VIZNITZ

1231 51ST ST
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 8,250

CONGREGATION OF MISHKAN TECHESKEL

1575 50TH ST STE 4
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 5,000

CONGREGATION OHEL YITZCHOK

203 AVENUE F
BROOKLYN,NY11218 		  501(C)3 GENERAL SUPPORT 2,500

CONGREGATION PRESIDENTIAL ESTATES

41 FORD AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 180

CONGREGATION SUPPORT OF TORAH

4815 15 AVE APT 5-E
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 5,000

CONGREGATION TIFERES YAAKOV

1605 55TH ST
BROOKLYN,NY11204 		  501(C)3 GENERAL SUPPORT 2,000

CONGREGATION TIFERETH BETH DAVID JERUSALEM

6519 BAILY ROAD
COTE SAINTLUC,QUEBECH4V-1A1
CA 		  501(C)3 GENERAL SUPPORT 327

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

EZRAT ISRAEL

806 EASTERN PKWY
BROOKLYN,NY11213 		  501(C)3 GENERAL SUPPORT 400

FRIENDS OF AHAVAT SHALOM INC

8 MAPLE TER
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 1,000

FRIENDS OF HARIM

PO BOX 190162
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 360

FRIENDS OF JERUSALEM

818 MILL ST
MARSHVILLE,NC28103 		  501(C)3 GENERAL SUPPORT 50,000

GATEWAYS

11 WALLENBERG CIRCLE
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 5,000

GIVERCY

530 7TH AVE FLOOR M1
NEW YORK,NY10018 		  501(C)3 GENERAL SUPPORT 517

HATZALAH EMERGENCY MEDICAL SERVICES OF THE JERSEY SHORE INC

PO BOX 2333
LONG BRANCH,NJ07740 		  501(C)3 GENERAL SUPPORT 2,500

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 500

HOPE ORGANIZATION

11 FLANNERY AVE
LAKEWOOD,NJ08701 		  501(C)3 COVID RELIEF 1,000

HOUSTON KASHRUT ASSOCIATION

PO BOX 35225
HOUSTON,TX77235 		  501(C)3 GENERAL SUPPORT 1,000

ISRAEL MEDICAL FUND

3110 SOLON RD SUITE 9
SOLON,OH44139 		  501(C)3 GENERAL SUPPORT 1,000

J-HYPE

7530 COACHWOOD DRIVE
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 10,000

JEWISH CAMP SCHOLARSHIP FUND INC

2514 AVE L
BROOKLYN,NY11210 		  501(C)3 GENERAL SUPPORT 1,800

JEWISH FAMILY SERVICE

4131 S BRAESWOOD BLVD
HOUSTON,TX77025 		  501(C)3 GENERAL SUPPORT 250

JEWISHGEN

36 BATTERY PLACE
NEW YORK,NY10280 		  501(C)3 GENERAL SUPPORT 120

JUST ONE LIFE

275 MADISON AVE FL 30
NEW YORK,NY100161133 		  501(C)3 GENERAL SUPPORT 1,000

KEREN ZICHRON GEDALYAHU

1370 CONEY ISLAND AVE
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 1,000

KOLLEL OF HOUSTON

7714 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 27,200

LADIES BIKUR CHOLIM DSATMOR

545 BEDFORD AVE
BROOKLYN,NY11211 		  501(C)3 GENERAL SUPPORT 750

LEGACY OF LEARNING CENTER

275 S WORTHINGTON SPC 1
SPRING VALLEY,CA91977 		  501(C)3 GENERAL SUPPORT 500

LOS ANGELES LADIES BIKUR CHOLIM

5637 WEST 3RD ST STE 340
LOS ANGELES,CA90036 		  501(C)3 GENERAL SUPPORT 1,000

MEC FUND

1341 E 5TH ST
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 1,200

MESIVTA OF HOUSTON

7823 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPPORT 7,000

MESIVTA OF LONG BEACH

205 W BEACH ST
LONG BEACH,CA11561 		  501(C)3 GENERAL SUPPPORT 18,000

MEYERLAND MINYAN

9606 CHIMNEY ROCK RD
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 2,500

MONTREAL TORAH CENTER - DRAW

28 CLEVE ROAD
HAMPSTEAD,QUEBECHX3 1A6
CA 		  501(C)3 GENERAL SUPPORT 141

NCSY

7626 COACHWOOD DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 10,000

NEFESH YEHUDIE INC

1274 49TH STREET 282
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 900

NER ISRAEL RABBINICAL COLLEGE

400 MOUNT WILSON LANE
BALTIMORE,MD21208 		  501(C)3 GENERAL SUPPORT 25,000

OD YOSEF CHAI

18 NEW COUNTY ROAD
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 250

OHEL MOSHE CONGREGATION

1601 AVE P
BROOKLYN,NY11229 		  501(C)3 GENERAL SUPPORT 2,160

OHR TORAH STONE INSTITUTIONS OF ISRAEL

49 W 45TH ST STE 701
NEW YORK CITY,NY10036 		  501(C)3 GENERAL SUPPORT 2,000

OHR YAAKOV

132 NASSAU ST RM 300
NEW YORK,NY10038 		  501(C)3 GENERAL SUPPORT 500

P'EYLIM - LEV L'ACHIM

1034 E 12TH STREET
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 1,554

RCCS

762 BEDFORD AVENUE
BROOKLYN,NY11205 		  501(C)3 GENERAL SUPPORT 1,000

REGESH NETWORK

146 COLES WAY
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 2,000

SAMCHAINU

1432 EAST 17TH STREET
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 1,000

SLABODKA YESHIVA

HA-REV SHER ST 12
BNEI BRAK   51120
IS 		  501(C)3 GENERAL SUPPORT 150,000

SOCIETY FOR THE WELFARE OF ISRAELI UNDERPRIVILEGED GIFTED CHILDREN

1801 POST OAK BLVD STE 100
HOUSTON,TX770563835 		  501(C)3 GENERAL SUPPORT 500

TCF - JEWISHGEN INC

36 BATTERY PL
NEW YORK,NY10280 		  501(C)3 GENERAL SUPPORT 500

TEXAS FRIENDS OF CHABAD-LUBAVITCH INC

10900 FONDREN RD
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 1,200

THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER

7007 BERTNER AVE
HOUSTON,TX77030 		  501(C)3 GENERAL SUPPORT 100

TOMCHEI SHABBAT OF HOUSTON

9225 KATY FWY 200
HOUSTON,TX77024 		  501(C)3 GENERAL SUPPORT 2,000

TORAH ACADEMY INC

11 WILLISTON RD
BROOKLINE,MA02445 		  501(C)3 GENERAL SUPPORT 515

TORAH DAY SCHOOL OF DALLAS

6921 FRANKFORD RD
DALLAS,TX75252 		  501(C)3 GENERAL SUPPORT 500

TORAH EDUCATIONAL NETWORK

5502 CORTEEN PL APT 202
VALLEY VLG,CA91607 		  501(C)3 GENERAL SUPPORT 400

TORAH GIRLS ACADEMY OF HOUSTON

10101 FONDREN ROAD SUITE 136
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 5,000

TORAH LIVE INC

206A WYNATT ST
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 2,000

TORAH SCHOOL FOR ISRAEL

1607 45TH STREET
BROOKLYN,NY11204 		  501(C)3 GENERAL SUPPORT 540

TORAH UMESORAH

1030 S ROBERTSON BLVD FL 2
LOS ANGELES,CA90035 		  501(C)3 GENERAL SUPPORT 11,111

TOV V'CHESED

PO BOX 855
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 500

TSHECHENOV INSTITUTIONS

1733 52ND ST
BROOKLYN,NY11204 		  501(C)3 GENERAL SUPPORT 720

UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA

40 RECTOR ST 4TH FL
NEW YORK,NY10006 		  501(C)3 GENERAL SUPPORT 120

UNITED CHARITY INSTITUTIONS OF JERUSALEM

21 ROBERT PRITT DR
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 200

Y1 HEARTS INC

958 45TH ST
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 500

YAD TOMECH

48 SD NEHAR HAYARDEN ST
RAMAT BEIT SHEMESH    
IS 		  501(C)3 GENERAL SUPPORT 500

YAD YISROEL

125 E 9TH STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 20,000

YESHIVA AVIR YAKOV

766 N MAIN STREET
NEW SQUARE,NY10977 		  501(C)3 GENERAL SUPPORT 5,500

YESHIVA CHAIM BERLIN

1585 CONEY ISLAND AVE
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 2,500

YESHIVA GEDOLA OF WOODLAKE

PO BOX 974
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 3,500

YESHIVA GEDOLAH OF CARTERET INC

42 NOE ST
CARTERET,NJ07008 		  501(C)3 GENERAL SUPPORT 500

YESHIVA OHR HAMEGENS

5718 WESTHEIMER STE 800
HOUSTON,TX77057 		  501(C)3 GENERAL SUPPORT 1,000

YESHIVA OHR REUVEN

259 GRANDVIEW AVENUE
SUFFERN,NY10901 		  501(C)3 GENERAL SUPPORT 15,000

YESHIVA OHR YISRAEL

2899 NOSTRAND AVE
BROOKLYN,NY11229 		  501(C)3 GENERAL SUPPORT 720

YESHIVA ORCHOS CHAIM

PO BOX 963
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 38,060

YESHIVA TORAS ARON INC

500 SUMMER AVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

YESHIVA TORAT EMET

11330 BRAESRIDGE DRIVE
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 20,000

YESHIVAS CHOSEIN YEHOSHUA

178 WALDEN WOODS DR
TOMS RIVER,NJ08755 		  501(C)3 GENERAL SUPPORT 206

YESHIVAS EMEK HATORAH

395 KENT ROAD
HOWELL,NJ07331 		  501(C)3 GENERAL SUPPORT 14,500

YOUNG ISRAEL OF HOUSTON

7823 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 46,500

ZICHRON AVOT

2119 79TH ST
BROOKLYN,NY11214 		  501(C)3 GENERAL SUPPORT 1,800

ZICHRON TZVI ELIMELECH

7504 169 TH ST
FRESH MEADOWS,NY11366 		  501(C)3 GENERAL SUPPORT 2,500
Total .................................right arrow 3a 852,706
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 16,034  
4 Dividends and interest from securities .... 523000 23,152 14 296,146 1,964
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 63,301  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -789,853  
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) .. 23,152 -414,372 1,964
13Total. Add line 12, columns (b), (d), and (e)..................
13
-389,256
(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 (2022)
Form 990-PF (2022)
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.
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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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
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 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 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 53,011 26,505   26,506

TY 2022 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 PORTFOLIO SHORT TERM CORPORATE BD ETF 470,080 470,080
SPDR PROTFOLIO AGGREGATE BD ETF 125,650 125,650
SPDR SER TR BLOOMBERG BARCLAYS INVT GRADE FLTG RATE ETF 127,638 127,638
LORD ABBETT INFL FOCUSED A 928,336 928,336
BERKSHIRE HATHAWAY INC 3.00 02/11/23 12,947 12,947
JOHN DEER CAPITAL CORP 1.950 06/22/20 19,939 19,939
HOME DEPOT 2.70 04/01/23 28,839 28,839
MICROSOFT CORP 2.000 08/08/2023 28,617 28,617
TOTALENERGIES CAPITAL INTERNATIONAL SA 3.70 01/15/2024 27,653 27,653
TOYOTA MOTOR CREDIT CORP 2.250 10/18/23 25,498 25,498
METLIFE INC 3.600 04/10/24 23,584 23,584
AMAZON.COM INC 2.80 08/22/2024 25,212 25,212
AVALONBAY CMMTYS INC 3.45 06/01/25 12,545 12,545
BANK OF AMERICA CORP 4.20 08/26/24 26,597 26,597
CHUBB INA HOLDINGS INC 3.15 03/15/2025 25,132 25,132
INTEL CORP 2.875 05/11/24 27,283 27,283
WASTE MANAGEMENT INC 3.150 03/16/18 17,757 17,757
ACCRUED INTEREST 2,669 2,669
GOLDMAN SACHS BANK USA DEPOSIT 6,641 6,641
NUTRIEN LTD 1.9% 05/13/2023 3,954 3,954
SANOFI 3.375% 06/19/2023 5,954 5,954
JPMORGAN CHASE & CO HYBRID 04/23/2024 5,961 5,961
BANK OF AMERICA CORP HYBRID MTN 06/14/2024 2,929 2,929
AMERIPRISE FINCL INC 3.7% 10/15/2024 1,950 1,950
ENBRIDGE INC 2.5% 01/15/2025 7,574 7,574
MORGAN STANLEY HYBRID MTN 01/22/2025 8,510 8,510
MPLX LP 4.0% 02/15/2025 5,819 5,819
EBAY INC 1.9% 03/11/2025 8,429 8,429
SPECTRA ENERGY PARTNERS LP 3.5% 03/15/2025 1,923 1,923
WALT DISNEY CO 3.35% 03/24/2025 5,815 5,815
ORACLE CORP 2.95% 05/15/2025 4,746 4,746
BANK OF NEW YORK MELLON 6/13/2025 978 978
MORGAN STANLEY HYBRID MTN 10/21/2025 1,838 1,838
CITIGROUP INC HYBRID 11/03/2025 1,844 1,844
AIR LEASE CORP MTN 2.875% 1/15/2026 1,852 1,852
BANK OF AMERICA CORP HYBRID 01/23/2026 7,646 7,646
CITIGROUP INC HYBRID 1/25/2026 7,419 7,419
CAPITAL ONE FINANCIAL CORP HYBRID 3/3/2026 7,498 7,498
JPMORGAN CHASE & CO HYBRID 03/13/2026 4,631 4,631
VERIZON COMM INC 1.45% 3/20/2026 1,797 1,797
BAT INTERNATIONAL FINANCE 1.668% 3/25/2026 7,089 7,089
ENTERGY ARKANSAS LLC 3.5% 4/1/202 3,843 3,843
WELLS FARGO & CO HYBRID MTN 4/25/2026 10,654 10,654
ACE NA HOLDINGS INC 3.35% 5/3/2026 1,915 1,915
SRS CCS MTN 3.75% 6/1/2026 6,561 6,561
GENERAL MTRS CO 1.5% 6/10/2026 6,087 6,087
FORTIVE CORP 3.15% 6/15/2026 5,609 5,609
NXP BV 3.875% 6/18/2026 8,576 8,576
BANK OF NEW YORK MELLON 7/24/2026 1,971 1,971
DELL INT 4.9% 10/1/2026 7,886 7,886
REALTY INCOME CORP 4.125% 10/15/2026 1,948 1,948
BROADCOM CORP 3.875% 1/15/2027 1,892 1,892
CIGNA CORP 3.4% 3/1/2027 6,576 6,576
VERIZON COMM INC 3% 3/22/2027 7,442 7,442
COMCAST CORP 3.3% 4/1/2027 3,775 3,775
ORACLE CORP 2.8% 4/1/2027 1,826 1,826
FIFTH THIRD BANCORP 11/1/2027 3,539 3,539
CAPITAL ONE FINC 11/2/2027 1,743 1,743
SYNCHRONY FINC 3.95% 12/1/2027 1,787 1,787
BANK OF NEW YORK MELLON 2/7/2028 937 937
STATE STREET CORP 2/27/2028 8,093 8,093
BERKSHIRE HATHAWAY INC 3.25% 04/15/2028 8,340 8,340
COMCAST CORP 3.55% 5/1/2028 4,704 4,704
REALTY INCOME CORP 3.0% 1/15/2027 7,408 7,408
ACCRUED INTEREST 2,404 2,404

TY 2022 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 363,804 363,804
CHEVRON CORP 125,643 125,643
CONOCOPHILLIPS 118,000 118,000
JPMORGAN CHASE & CO 67,050 67,050
OCCIDENTAL PETE CORP WTS 1,526 1,526
OCCIDENTAL PETROLEUM CORP DE 18,897 18,897
PHILLIPS 66 COM 78,060 78,060
SCHLUMBERGER LTD 10,692 10,692
10X GENOMICS INC CL A 2,332 2,332
ABBVIE INC COM 3,071 3,071
ACUSHNET HOLDINGS 2,972 2,972
ADOBE SYSTEMS 7,740 7,740
ADVANCE AUTO PARTS 2,058 2,058
AFFIRM HLDGS INC 735 735
AGILON HEALTH INC 3,389 3,389
AGREE REALTY 2,908 2,908
AIRBNB INC CL A 2,223 2,223
AIRBUS SE UNSPONSORED ADR 1,955 1,955
ALBANY INTL A NEW 1,972 1,972
ALCON INC 5,758 5,758
ALLIANT ENERGY CORP 1,546 1,546
ALNYLAM PHARMA 475 475
ALPHABET INC CL A 7,058 7,058
AMAZON COM 17,220 17,220
AMC NETWORKS INC CL A 266 266
AMDOCS LIMITED ORD (DOX) 3,182 3,182
AMERICAN TOWER REIT COM 2,330 2,330
AMERIPRISE FINCL INC 4,359 4,359
AMGEN INC 5,515 5,515
ANALOG DEVICES INC 2,789 2,789
ANHEUSER BUSCH INVEB SA SPON 7,025 7,025
ANSYS INC 4,832 4,832
APPLE INC 12,343 12,343
APTIV PLC 1,397 1,397
ASML HOLDING NV NY REG NEW 4,918 4,918
ASSURED GUARRANTY LTD 3,238 3,238
ATLASSIAN CORP PLC CL A (TEAM) 1,158 1,158
ATMOS ENERGY CP 4,147 4,147
AURORA INNOVATION INC 127 127
AUTODESK INC DELAWARE 7,288 7,288
AVERY DENNISON CORP 2,353 2,353
BANK OF THE OZARKS 3,205 3,205
BILL COM HLDGS INC 7,845 7,845
BIOGEN 3,600 3,600
BLACKSTONE INC 2,745 2,745
BLOCK INC CL A 2,137 2,137
BROADCOM LTD SHS 7,828 7,828
BRUNSWICK CORP (BC) 3,172 3,172
CABLE ONE INC COM 1,424 1,424
CAMDEN PROPERTY TRUST 1,343 1,343
CAPITAL ONE FINANCIAL CORP 4,090 4,090
CARGURUS INC CL A 308 308
CARRIER GLOBAL CORPORATION 330 330
CARVANA CO CL A (CVNA) 460 460
CATHAY GENERAL BANCORP (CATY) 2,325 2,325
CHARLES RIVER LABS INTL INC 1,307 1,307
CHENIERE ENERGY INC NEW 4,949 4,949
CHEWY INC CL A (CHWY) 2,559 2,559
CINCINNATI FINANCIAL OHIO 4,198 4,198
CLOUDFLARE INC CL A 7,640 7,640
COCA COLA CO 4,898 4,898
COINBASE GLOBAL INC CL A 1,203 1,203
COMCAST CORP NEW CLASS A 5,280 5,280
COMFORT SYSTEMS USA 1,036 1,036
COMMERCE BANCSHARES (CBSH) 2,519 2,519
CONMED CP (CNMD) 2,659 2,659
CONSTELLATION BRANDS INC CL A 3,245 3,245
CORTEVA INC (CTVA) 7,230 7,230
COTERRA ENERGY INC 4,889 4,889
COUPANG INC 3,324 3,324
COUSINS PPTYS INC 1,467 1,467
CRANE CO 1,105 1,105
CROWDSTRIKE HOLDS INC CL A 1,895 1,895
CROWN CASTLE INTL CORP 5,154 5,154
CULLEN FROST BANKERS 5,883 5,883
DANAHER CORP 7,697 7,697
DATADOG INC CL A 5,807 5,807
DENTSPLY SIRONA INC 1,337 1,337
DEXCOM INC 340 340
DIAGEO PLC 1,069 1,069
DIAMONDBACK ENERGY INC 1,778 1,778
DOCUSIGN INC 1,330 1,330
DOLBY CLA A COM STK 1,411 1,411
DONALDSON CO INC 1,472 1,472
DOORDASH INC CL A 5,614 5,614
DOXIMITY INC CL A 3,088 3,088
EAST WEST BANCORP 3,031 3,031
EASTGROUP PROPERTIES 2,369 2,369
EATON CORP PLC SHS 2,825 2,825
EBAY INC 1,908 1,908
ECOLAB INC 3,202 3,202
ENERGIZER HLDGS INC 1,610 1,610
ENPRO IND INC (NPO) 870 870
EQUINIX INC COM PAR 1,965 1,965
EQUITY LIFESTYLE PROPERTIES 2,261 2,261
ESTEE LAUDER CO INC CL A 1,489 1,489
ETSY INC COM 1,557 1,557
F&G ANNUITIES & LIFE INC 100 100
FED AGRIC MTG NON VTG C (AGM) 1,803 1,803
FIDELITY NATIONAL FINANCIAL 3,235 3,235
FOUR CORNERS PPTY TR INC 1,582 1,582
FREEPORT-MCMORAN INC 1,634 1,634
FULLER HB AND COMPANY 1,289 1,289
GENL DYNAMICS 5,955 5,955
GINKGO BIOWORKS HOLDS INC CL A 558 558
GITLAB INC CLASS A 2,363 2,363
GLOBAL-E ONLINE LTD 557 557
GOLDMAN SACHS GRP 4,121 4,121
GRAB HOLDINGS LTD CL A 2,183 2,183
GUARDANT HEALTH INC 1,251 1,251
HAMILTON LANE CL A 1,789 1,789
HASBRO INC 1,098 1,098
HF SINCLAIR CORP 1,609 1,609
HONEYWELL INTL INC 4,715 4,715
HUBBELL INC 3,051 3,051
HUBSPOT, INC. 1,735 1,735
HUNTINGTON INGALLS INDUSTRIES 1,384 1,384
HUNTSMAN CORP 1,704 1,704
IDACORP INC 2,157 2,157
ILLUMINA INC 3,437 3,437
INGREDION INC 2,742 2,742
INSULET CORP 1,178 1,178
INTEL CORP 1,189 1,189
INTELLIA THERAPEUTICS INC 454 454
INTERPUBLIC GROUP OF COS INC 1,399 1,399
INTUIT INC 1,946 1,946
INTUITIVE SURGICAL 1,857 1,857
IONIS PHARMACEUTICALS INC 1,737 1,737
JOHNSON CTLS INTL 2,688 2,688
JP MORGAN CHASE 4,157 4,157
KINSALE CAP GROUP INC 785 785
KKR & CO INC CL A 3,760 3,760
KLA CORPORATION 2,639 2,639
L3 TECHNOLOGIES 2,915 2,915
LCI INDS 2,404 2,404
LEIDOS HLDGS 1,578 1,578
LENNAR CORP 299 299
LENNAR CORPORATION 8,869 8,869
LIBERTY BROADBAND S-C 381 381
LIBERTY MEDIA CORP SER A 393 393
LIBERY MEDIA CORP SER C 743 743
LIBERTY BROADBAND S-A 214 214
LIBERTY MEDIA C SER C 4,005 4,005
LINCOLN ELEC HLDGS 2,745 2,745
LITTLEFUSE INC 2,642 2,642
LOCKHEED MARTIN CORP 3,405 3,405
LYFT INC CL A 375 375
LYONDELLBASSELL NV CL-A 1,079 1,079
MKS INSTRUMENTS 2,457 2,457
MARSH & MCLENNANN COS INC 1,820 1,820
MARTIN MARIETTA MATERIALS 4,732 4,732
MATCH GROUP INC 954 954
MDC HOLDINGS INC 2,117 2,117
MEDICAL PROPERTIES TRUST INC 1,136 1,136
MEDTRONIC PLC SHS 2,720 2,720
MERCADOLIBRE INC 3,385 3,385
MERCK & CO INC 3,994 3,994
MESA LABORATORIES INC 997 997
META PLATFORMS INC CL A 3,610 3,610
MICHELIN COMPAGNIE GENERALE D 3,217 3,217
MICROCHIP TECH 5,339 5,339
MICROSOFT CORP 20,385 20,385
MITSUBISHI UFJ FINL 2,675 2,675
MODERNA INC 2,874 2,874
MONOLITHIC PWR SYSTEMS INC 1,768 1,768
MONSTER BEVERAGE CORP NEW COM 2,437 2,437
MORGAN STANLEY 4,931 4,931
MORNINGSTAR INC 866 866
MSA SAFETY INC 2,163 2,163
NETFLIX INC 4,423 4,423
NIKE INC B 3,159 3,159
NISOURCE INC 2,057 2,057
NORDSON CP 2,377 2,377
NVENT ELECTRIC PLC 2,347 2,347
NVIDIA CORPORATION 2,923 2,923
ORACLE CORP 1,308 1,308
ORGANON & CO 1,564 1,564
OSHKOSH CORP 2,205 2,205
OTIS WORLDWIDE CORP 313 313
PACKAGING CORP AMER 1,407 1,407
PALO ALTO NETWORKS 2,791 2,791
PAPA JOHNS INTL INC 1,564 1,564
PARKER HANNIFIN CORP 5,529 5,529
PAYPAL HLDGS 4,202 4,202
PELOTON INTERACTIVE INC 667 667
PHILLIPS 66 COM 4,371 4,371
PNC FINL SVCS GP 4,106 4,106
POLARIS INDUSTRIES 1,919 1,919
PROCTER & GAMBLE 5,001 5,001
PROKIDNEY CORP 261 261
QUALCOMM INC 3,738 3,738
RPM INC 5,652 5,652
RAYMOND JAMES FINCL INC 2,351 2,351
RAYTHEON TECHNOLOGIES CORP 3,129 3,129
RIVIAN AUTOMOTIVE INC CL A 203 203
ROBLOX CORP CL A 6,119 6,119
ROYALTY PHARMA PLC SHS CLASS A 6,916 6,916
S&P GLOBAL INC 2,010 2,010
SALESFORCE.COM INC 7,027 7,027
SEA LIMITED ADR 1,977 1,977
SEAGATE TECHNOLOGY 1,789 1,789
SELECT MEDICAL HLDGS CP 2,235 2,235
SERVISFIRST BANCSHARES INC COM 1,723 1,723
SHERWIN WILLIAMS CO 1,661 1,661
SHOPIFY INC 7,532 7,532
SNAP-ON INC 2,285 2,285
SNOWFLAKE INC CL A 9,043 9,043
SONY CORP ADR 1974 NEW 4,577 4,577
SPLUNK INC 1,808 1,808
STATE STREET CORP 1,319 1,319
STERIS PLC 2,032 2,032
STORE CAPITAL CORPORATION 1,314 1,314
STRYKER CORP 978 978
SYNCHRONY FINANCY 1,084 1,084
SYSCO CORP 2,982 2,982
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1,043 1,043
TARGA RESOURCES CORP 1,838 1,838
TE CONNECTIVITY LTD 3,559 3,559
TERRENO RLTY CORP COM 2,445 2,445
TESLA INC 739 739
TEXAS INSTRUMENTS 1,322 1,322
THERMO FISHER SCIENTIFIC 3,855 3,855
TIMKEN CO 2,191 2,191
TRADE DESK INC CLASS A 5,962 5,962
UBER TECHNOLOGIES 10,683 10,683
UNION PACIFIC CORP 2,485 2,485
UNITED PARCEL SER INC CL-B 3,129 3,129
UNITEDHEALTH GP INC 9,543 9,543
UNITY SOFTWARE 715 715
UPSTART HLDGS INC 159 159
VERTEX PHARMACEUTICALS 5,487 5,487
VISA INC CL A 7,479 7,479
WW GRAINGER 3,894 3,894
WALMART INC 1,134 1,134
WALT DISNEY CO HLDG 1,043 1,043
WARNER BROS DISCOVERY INC 455 455
WASH TRUST BANCORP 1,132 1,132
WAYFAIR INC 658 658
WD 40 COMPANY 484 484
WELLS FARGO & CO NEW 1,280 1,280
WESTERN DIGITAL CORP 663 663
WILEY JOHN & SON CL A 521 521
WILLIAM SONOMA 1,264 1,264
WOLFSPEED INC 1,795 1,795
WORKDAY INC CL A 7,028 7,028
XCEL ENERGY INC 4,557 4,557
XYLEM INC COM 4,976 4,976
ZOETIS INC CLASS A 2,784 2,784
ZOOMINFO TECHNO INC 3,704 3,704
TORTOISE MLP & PIPELINE INST (TORIX) 40,239 40,239
ALCOA CORP 6,821 6,821
ALPHABET INC 17,746 17,746
BANK OF AMERICA CORP 9,936 9,936
BLACKSTONE INC 11,129 11,129
EXXON MOBIL CORP 11,030 11,030
GENERAL MTRS CO 10,092 10,092
JPMORGAN CHASE & CO 26,820 26,820
META PLATFORMS INC CL A 12,034 12,034
MICROSOFT CORP 17,987 17,987
PARAMOUNT GLOBAL CLASS B 5,064 5,064
SCHLUMBERGER LTD 10,692 10,692
UNION PACIFIC CORP 5,177 5,177
UNITEDHEALTH GP INC 13,255 13,255
WALT DISNEY CO HLDG CO 4,344 4,344
S&P 500 INDEX FUND 351,169 351,169
GS COMMODITY STRATEGY FUND 85,379 85,379
GS FINANCIAL SQUARE GOVERNMENT FUND 276 276
CROWDSTRIKE HOLDINGS INC CLASS A COMMON STOCK 29,165 29,165
DANAHER CORP 115,989 115,989
WALT DISNEY CO 170,893 170,893
EDWARDS LIFESCIENCES CORP 116,168 116,168
FREEPORT-MCMORAN INC 201,172 201,172
ISHARES SMCI AGRICULTURE 211,465 211,465
JOHNSON & JOHNSON 107,403 107,403
ESTEE LAUDER CO INC CL A 103,214 103,214
LOCKHEED MARTIN CORP 185,353 185,353
NVIDIA CORP 129,772 129,772
OCCIDENTAL PETE CORP 125,539 125,539
RAYTHEON TECHNOLOGIES CORP 116,764 116,764
SPDR S&P OIL & GAS EXPLORATION 100,415 100,415

TY 2022 InvestmentsGovtObligationsSch
Name:
THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
EIN:
47-2374942
US Government Securities - End of Year Book Value:

3,357,370
US Government Securities - End of Year Fair Market Value:

3,357,370
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 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
HGI KF117, LLC AT COST 418,761 418,761
HGI KFB K45, LLC AT COST 110,528 110,528
HGI KFB KX03,LLC AT COST 44,425 44,425
HGI KJ24, LLC AT COST 164,743 164,743
I80 GROUP SPECIALTY FINANCE LP AT COST 517,092 517,092
OUTSIDE BASIS - WALTON STREET REAL ESTATE DEBT FUND II AT COST 10,000 10,000
WALTON STREET REAL ESTATE DEBT FUND II, LP AT COST 153,582 153,582
WLIF HOLDINGS, LLC AT COST 75,803 75,803

TY 2022 OtherDecreasesSchedule
Name:
THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
EIN:
47-2374942
Description Amount
UNREALIZED GAIN - PORTFOLIO 1,046,679


TY 2022 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 99,162 99,162   0
PASS THROUGH INVESTMENT INTEREST EXPENSE 12,728 12,728   0
PASS THROUGH OTHER DEDUCTIONS 14,170 14,170   0
OFFICE EXPENSES 822 822   0


TY 2022 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 62,937 62,937 62,937
MISCELLANEOUS 364 364 364


TY 2022 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 2022 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 289 289   0