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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$17,559,045J 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) 400,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 107,695 107,695  
4 Dividends and interest from securities... 359,324 357,482  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -46,124
b Gross sales price for all assets on line 6a 3,079,373
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
58,366 58,366  
12 Total. Add lines 1 through 11........ 879,261 523,543  
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
31,725 15,863   15,863
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,307 174   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 571 285   286
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
140,789 140,789   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 180,392 157,111   16,149
25 Contributions, gifts, grants paid....... 890,121 890,121
26 Total expenses and disbursements. Add lines 24 and 25 1,070,513 157,111   906,270
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -191,252
b Net investment income (if negative, enter -0-) 366,432
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,243,101 65,098 65,098
2 Savings and temporary cash investments......... 2,255,037 5,068,100 5,068,100
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) 3,357,370 Click to see attachment
List of Attached Documents:
// Content
1,310,997 		1,310,997
b Investments—corporate stock (attach schedule)....... 3,852,584 Click to see attachment
List of Attached Documents:
// Content
7,546,125 		7,546,125
c Investments—corporate bonds (attach schedule)....... 2,184,289 Click to see attachment
List of Attached Documents:
// Content
2,275,448 		2,275,448
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).......... 1,494,934 Click to see attachment
List of Attached Documents:
// Content
1,293,277 		1,293,277
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) 16,387,315 17,559,045 17,559,045
Liabilities 17 Accounts payable and accrued expenses.......... 1,406 8,949
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)......... 1,406 8,949
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 16,385,909 17,550,096
29 Total net assets or fund balances (see instructions)..... 16,385,909 17,550,096
30 Total liabilities and net assets/fund balances (see instructions). 16,387,315 17,559,045
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
16,385,909
2
Enter amount from Part I, line 27a .....................
2
-191,252
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,355,439
4
Add lines 1, 2, and 3 ..........................
4
17,550,096
5
Decreases not included in line 2 (itemize) right arrow
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
17,550,096
Form 990-PF (2023)
Form 990-PF (2023)
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 GS - 33007-0 CASH IN LIEU OF DIV - AIR LIQUIDE   2023-08-22 2023-08-22
b GS - 33008-8 - COVERED     2023-12-31
c GS - 33008-8 - COVERED     2023-12-31
d GS - 88545-3 - COVERED     2023-12-31
e GS - 88545-3 - NON COVERED     2023-12-31
GS - 88545-3 - ORDINARY GAINS     2023-12-31
GS - 88545-3 - ORDINARY GAINS     2023-12-31
GS - 99541-9 - COVERED     2023-12-31
MS - 71145 NON COVERED     2023-12-31
MS - 66416-004 COVERED     2023-12-31
MS - 71144-004 - NON COVERED     2023-10-02
MS - 71144-004 COVERED     2023-12-31
MS - 71144-004 COVERED     2023-12-31
MS - 71145 COVERED     2023-12-31
MS - 71145 MARKET DISCOUNT     2023-12-31
RBC - SUMMARIZED TRANSACTIONS     2023-12-31
RBC - SUMMARIZED TRANSACTIONS     2023-12-31
MS - 71144 WASH SALE     2023-12-31
MS - 71144 WASH SALE     2023-12-31
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 14     14
b 167,857   186,768 -18,911
c 412,031   418,230 -6,199
d 6,984   6,938 46
e 68,293   67,615 678
92,137   90,453 1,684
29     29
30,000   34,510 -4,510
42,000   41,914 86
250,342   70,152 180,190
73     73
133,993   134,337 -344
30,650   36,911 -6,261
93,185   93,663 -478
    551 -551
904,135   935,016 -30,881
846,791   1,008,439 -161,648
193     193
604     604
62     62
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       14
b       -18,911
c       -6,199
d       46
e       678
      1,684
      29
      -4,510
      86
      180,190
      73
      -344
      -6,261
      -478
      -551
      -30,881
      -161,648
      193
      604
      62
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 -46,124
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 5,093
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 5,093
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 5,093
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,332
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 95
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,427
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.......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 1,334
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,334 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
 
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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
11,724,821
b
Average of monthly cash balances.......................
1b
4,644,323
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,369,144
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
16,369,144
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
245,537
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,123,607
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
806,180
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
806,180
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,093
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
3,533
c
Add lines 2a and 2b............................
2c
8,626
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
797,554
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
797,554
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
797,554
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
906,270
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
906,270
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 797,554
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 28,200
f Total of lines 3a through e ........ 28,200
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 906,270
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 797,554
e Remaining amount distributed out of corpus 108,716
5 Excess distributions carryover applied to 2023. 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 5 136,916
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		136,916
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 28,200
e Excess from 2023.... 108,716
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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

A TIME

1310 48 ST STE 406
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 1,000

ACHDUT ISRAEL

5821 MCSHANN RD
DALLAS,TX75230 		  501(C)3 GENERAL SUPPORT 600

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 300

AISHEL HOUSE

1955 UNIVERSITY BLVD
HOUSTON,TX77030 		  501(C)3 GENERAL SUPPORT 1,800

AL KANFIL NASHARIM INC

88 WASHINGTON AVE
CEDARHURST,NY11516 		  501(C)3 GENERAL SUPPORT 2,500

AMERICAN FRIENDS OF BAIS MEDRASH L'HORAAH

47 AUERBACH LN
LAWRENCE,NY11559 		  501(C)3 GENERAL SUPPORT 1,000

AMERICAN FRIENDS OF BIMAD ALON MOREH INC

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

AMERICAN FRIENDS OF MIGDAL TORAH

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

AMERICAN FRIENDS OF SULAM

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

AMERICAN FRIENDS OF TORAH BTZFAT

39 SHERIE CT
LAKEWOOD,NJ087011574 		  501(C)3 GENERAL SUPPORT 360

AMERICAN FRIENDS OF YAD LYELED

32 7TH STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

AMERICAN FRIENDS OF YESHIVA IMREI EMES

3822 15TH AVE
BROOKLYN,NY11218 		  501(C)3 GENERAL SUPPORT 1,500

AVIGDORS HELPING HAND INC

13845 78TH DR
FLUSHING,NY11367 		  501(C)3 GENERAL SUPPORT 1,000

BAIS ARON

PO BOX 191200
BROOKLYN,NY112197200 		  501(C)3 GENERAL SUPPORT 100

BAIS BINYOMIN

132 PROSPECT ST
STAMFORD,CT06901 		  501(C)3 GENERAL SUPPORT 360

BAIS DIN OF LAKEWOOD

625 FOREST AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 500

BAIS KAILA HIGH SCHOOL

246 12TH ST
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

BEIS MEDRASH OF PINE STREET INC

10 NEWBERRY CT
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

BEIS MEDRESH GOVOHA

2 HEKEL ROAD
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 201,000

BEIS MIDRASH OF QUEENS

17 FORT GEORGE HI APT 7J
NEW YORK,NY10040 		  501(C)3 GENERAL SUPPORT 400

BELLAIRE JEWISH CENTER

12 BELLAIRE TRIANGLE ARC
BELLAIRE,TX77401 		  501(C)3 GENERAL SUPPORT 10,000

BETH JACOB HS OF DENVER

5100 W 14TH AVE
DENVER,CO80204 		  501(C)3 GENERAL SUPPORT 2,000

BNOS BROCHA INC

1665 CORPORATE ROAD
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 2,500

BREAD AND BUTTER

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

CHABAD OUTREACH OF HOUSTON

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

CHABADORG

770 EASTERN PARKWAY STE 405
BROOKLYN,NY11213 		  501(C)3 GENERAL SUPPORT 10,000

CHAI LIFELINE

106 CLIFTON AVENUE SUITE 2
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 5,050

CHAI4EVER

1221 MADISON AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 85

CHAIM LAYELED

21 BEN YAAKOV STREET
BNEI BRAK   51565
IS 		  501(C)3 GENERAL SUPPORT 1,000

CHAIM MEDICAL RESOURCE

68 SEVEN SPRINGS MOUNTAIN ROAD 101
MONROE,NY10950 		  501(C)3 GENERAL SUPPORT 500

CHARIDY

1002 DEAN ST
BROOKLYN,NY11238 		  501(C)3 GENERAL SUPPORT 1,750

CHARITY EXTRA

101 COLUMBIA ROAD
MORRISTOWN,NJ07960 		  501(C)3 GENERAL SUPPORT 1,000

CHASDEI MEIR INC

1519 E 27TH ST
BROOKLYN,NY11229 		  501(C)3 GENERAL SUPPORT 700

CHASDEI YITZCHOK

5109 18TH AVENUE
BROOKLYN,NY11204 		  501(C)3 GENERAL SUPPORT 18,000

CHASODIM TOVIM KEREN SIMCHOS

PO BOX 1111
SPRING VALLEY,NY10977 		  501(C)3 GENERAL SUPPORT 72

CHINUCH ATZMAI

1072 MADISON AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 600

CHOFETZ CHAIM HERITAGE

361 SPOOK ROCK ROAD
SUFFERN,NY10901 		  501(C)3 GENERAL SUPPORT 20,000

COMMUNITY KOLLEL OF HOUSTON

7823 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 70,000

CONGREGATION BAIS MEDRASH LETORAH

137 GLEN AVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 15,000

CONGREGATION BAIS SHALOM

333 STANLEY AVENUE
BROOKLYN,NY11207 		  501(C)3 GENERAL SUPPORT 1,000

CONGREGATION BEIS MEDRASH OF LAWRENCE

15 MARTIN LN
LAWRENCE,NY11559 		  501(C)3 GENERAL SUPPORT 87,500

CONGREGATION BETH AARON

950 QUEEN ANNE ROAD
TEANECK,NJ07666 		  501(C)3 GENERAL SUPPORT 10,550

CONGREGATION BETH JEHUDAH

3100 N 52ND STREET
MILWAUKEE,WI53216 		  501(C)3 GENERAL SUPPORT 200

CONGREGATION BETH RAMBAM

11333 BRAESRIDGE
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 3,500

CONGREGATION DERECH CHAIM

2833 SMITH AVENUE 254
BALTIMORE,MD21209 		  501(C)3 GENERAL SUPPORT 1,000

CONGREGATION GATES OF MERCY

475 OBERLIN AVE S STE 203
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 800

CONGREGATION OF MISHKAN TECHESKEL

1575 50TH ST STE 4
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 2,500

CONGREGATION PRESIDENTIAL ESTATES

41 FORD AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 504

CONGREGATION TIFERETH ZVI

7561 BEVERLY BLVD
LOS ANGELES,CA90036 		  501(C)3 GENERAL SUPPORT 35,000

CONGREGATION TORAH SHELAIMA

2 RAOUL CT
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 500

CONGREGATION YESHIVA ATERES MORDECAI

137 E 4TH ST
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 180

CONGREGATION ZICHRON MOSHE

1441 MONMOUTH AVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 840

COORDINATING COUNCIL FOR JEWISH HOMELAND

567 CEDAR HILL ROAD STE 106
FAR ROCKAWAY,NY11691 		  501(C)3 GENERAL SUPPORT 5,000

DALLAS AREA TORAH ASSOCIATION (DATA)

5840 FOREST LANE
DALLAS,TX75230 		  501(C)3 GENERAL SUPPORT 500

DERECH ETZ CHAIM

1142 TIFFANY LANE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 180

EZRAS TORAH

11 N AIRMONT ROAD 4
SUFFERN,NY10901 		  501(C)3 GENERAL SUPPORT 15

EZRAT ISRAEL

806 EASTERN PKWY
BROOKLYN,NY11213 		  501(C)3 GENERAL SUPPORT 500

FRIENDS OF HARIM

PO BOX 190162
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 400

GUSH ETZION FOUNDATION

867 BOYLSTON STREET 15TH FL1342
BOSTON,MA02116 		  501(C)3 GENERAL SUPPORT 1,000

HATZALAH OF HOUSTON

PO BOX 711354
HOUSTON,TX77271 		  501(C)3 GENERAL SUPPORT 5,000

HATZOLAH EMS INC

PO BOX 184
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 2,500

HEBREW FREE LOAN ASSOC OF HOUSTON

4131 S BRAESWOOD BLVD
HOUSTON,TX77025 		  501(C)3 GENERAL SUPPORT 1,000

HECHT SEROTTA GEMACH

11702 WOODKNOLL LANE
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 400

HEICHAL HATALMUD

121 2ND STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

HOPE ORGANIZATION

11 FLANNERY AVE
LAKEWOOD,NJ08701 		  501(C)3 COVID RELIEF 1,500

HOUSTON KASHRUT ASSOCIATION

PO BOX 35225
HOUSTON,TX77235 		  501(C)3 GENERAL SUPPORT 5,800

JEWISH ETHICS INSTITUTE

PO BOX 35371
HOUSTON,TX77235 		  501(C)3 GENERAL SUPPORT 1,800

JEWISH FAMILY SERVICE

110 MAIN AVENUE
PASSAIC,NJ07055 		  501(C)3 GENERAL SUPPORT 500

JEWISH FAMILY SERVICE

4131 S BRAESWOOD BLVD
HOUSTON,TX77025 		  501(C)3 GENERAL SUPPORT 374

JEWISH FEDERATION OF GREATER HOUSTON

5603 S BRAESWOOD BLVD
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 3,000

JEWISH LEARNING CENTER

7130 CAMPBELL SUITE 204
DALLAS,TX75248 		  501(C)3 GENERAL SUPPORT 500

JEWISHGEN

36 BATTERY PLACE
NEW YORK,NY10280 		  501(C)3 GENERAL SUPPORT 200

JGIVE FRIEND OF ASOR

43 LUBIN TRAIL
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

J-HYPE

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

JUST ONE LIFE

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

KEREN AHAVAS CHESED

506 E 7TH STREET
BROOKLYN,NY11218 		  501(C)3 GENERAL SUPPORT 1,000

KEREN HA'IRR ZICHRON YI

5 CARRIAGE COURT
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 500

KEREN MENACHEM

402 BERRY STREET
BROOKLYN,NY11249 		  501(C)3 GENERAL SUPPORT 100

KHAL ZICHRON NOSSON TZVI

1565 EAST 17TH STREET
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 1,800

KIVUN HOUSTON

11333 BRAESRIDGE DRIVE
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 1,000

KOLLEL INTERNATIONAL INC

212 CENTRAL AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 500

KOLLEL OF HOUSTON

7714 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 8,175

KOLLEL RACHMISTRIVKA MO

17 WARREN ST
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 1,000

LEV AHARON

PO BOX 275
WEST LONG BRANCH,NJ07764 		  501(C)3 GENERAL SUPPORT 15,000

LEV ECHAD

900 FOREST AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,500

LEV ROCHEL BIKUR CHOLIM OF LAKEWOOD

93 PROSPECT STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPPORT 2,000

LEV SOM

6130 N SAINT LOUIS AVE
CHICAGO,IL60659 		  501(C)3 GENERAL SUPPORT 2,000

LOS ANGELES LADIES BIKUR CHOLIM

2979 WILSHIRE BLVD 985
LOS ANGELES,CA90210 		  501(C)3 GENERAL SUPPORT 1,000

MEC FUND

1341 E 5TH ST
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 1,500

MAYAN HATORAH

101 MILTON STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 500

MESITVA OF LONG BEACH

205 WEST BEECH ST
LONG BEACH,NY11561 		  501(C)3 GENERAL SUPPORT 10,000

MESIVTA OF HOUSTON

7823 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPPORT 12,250

MESIVTA OF LAS VEGAS

2600 LAKE SAHARA DR
LAS VEGAS,NV89117 		  501(C)3 GENERAL SUPPORT 200

MESIVTA YESHIVA RABBI CHAIM BERLIN

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

MEYERLAND MINYAN

9606 CHIMNEY ROCK RD
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 3,000

MISAMEACH

326 3RD STREET SUITE 305
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 25,000

MOSDOT BOTOSHAN

1148 49TH STREET
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 200

NCSY

40 RECTOR ST 4TH FL
NEW YORK,NY10006 		  501(C)3 GENERAL SUPPORT 10,000

NATIONAL COUNCIL OF YOUNG ISRAEL

111 JOHN ST RM 450
NEW YORK,NY10038 		  501(C)3 GENERAL SUPPORT 5,000

NEEMAN FOUNDATION USA

503 S BROADWAY STE 215
YONKERS,NY10705 		  501(C)3 GENERAL SUPPORT 360

NETIV MEIR FOUNDATION

9461 CHARLEVILLE BLVD 118
BEVERLY HILLS,CA90212 		  501(C)3 GENERAL SUPPORT 250

OASIS RETREAT

98-50 67TH STREET
NEW YORK,NY11375 		  501(C)3 GENERAL SUPPORT 250

OD YOSEF CHAI

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

OHEL YISRAEL

18 SDEI CHEMED ST
MODIIN ILIT   71919
IS 		  501(C)3 GENERAL SUPPORT 360

OHR HANEGEV

9427 GLENFIELD CT
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 1,652

OHR YAAKOV

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

OPERATION OPEN CURTAIN

200 PARK AVENUE STE 216
BEACHWOOD,OH44122 		  501(C)3 GENERAL SUPPORT 5,000

OZER DALIM OF LAKEWOOD

422 MONMOUTH AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 310

PARTNERS IN TORAH

228 AYCRIGG AVE
PASSAIC,NJ07055 		  501(C)3 GENERAL SUPPORT 500

P'EYLIM - LEV L'ACHIM

1034 E 12TH STREET
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 1,500

RAFHAEL CHAIM MEIR

9540 COLLINS AVENUE
SURFSIDE,FL33154 		  501(C)3 GENERAL SUPPORT 500

RCCS

762 BEDFORD AVENUE
BROOKLYN,NY11205 		  501(C)3 GENERAL SUPPORT 1,900

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

SATMAR BIKUR CHOLIM

183 WILSON ST 429
BROOKLYN,NY11211 		  501(C)3 GENERAL SUPPORT 750

SHAARE BETH JOSEF

6 HAMBURG WAY UNIT 103
MONROE,NY10950 		  501(C)3 GENERAL SUPPORT 800

SHLUCHEI MITZVA

1187 N MAPLE AVENUE
TOMS RIVER,NJ87555 		  501(C)3 GENERAL SUPPORT 400

TORCH (TORAH OUTREACH RESOURCE CENTER OF HOUSTON)

9427 GLENFIELD CT
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 5,000

TARLETON STATE EQUESTRIAN

1333 W WASHINGTON STREET
STEPHENVILLE,TX76401 		  501(C)3 GENERAL SUPPORT 200

THE CHESED FUND

25451 SOUTHFIELD
SOUTHFIELD,MI48074 		  501(C)3 GENERAL SUPPORT 2,560

TIFERES DEVORAH L'KALL - SIMCHAS KALLAH INC

25 13TH STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,800

TIFERET CENTER

843 JEFFERSON STREET
WOODMERE,NY11598 		  501(C)3 GENERAL SUPPORT 720

TOMCHEI SHABBAT OF HOUSTON

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

TOMCHEI TZEDAKA OF LAKEWOOD

625 FOREST AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 500

TORAH DAY SCHOOL OF DALLAS

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

TORAH GIRLS ACADEMY OF HOUSTON

10101 FONDREN ROAD SUITE 136
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 15,000

TORAH HEIMISH

450 N SAM HOUSTON PKWY E 250 C/O
MUNK FOUNDATION
HOUSTON,TX77060 		  501(C)3 GENERAL SUPPORT 200

TORAH KOLLEL INC

7823 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 250

TORAH M'ZION

450 N SAM HOUSTON PKWY E 250 C/O
MUNK FOUNDATION
HOUSTON,TX77060 		  501(C)3 GENERAL SUPPORT 250

TORAH UMESORAH

1030 S ROBERTSON BLVD FL 2
LOS ANGELES,CA90035 		  501(C)3 GENERAL SUPPORT 7,200

TOURO COLLEGE

50 WEST 47TH ST
NEW YORK,NY10036 		  501(C)3 GENERAL SUPPORT 1,000

TSHECHENOV INSTITUTIONS

1733 52ND ST
BROOKLYN,NY11204 		  501(C)3 GENERAL SUPPORT 800

TSUR FOUNDATION

418 CLINTON AVENUE
LAKEWOOD,NJ087013295 		  501(C)3 GENERAL SUPPORT 500

TUCSON TORAH CENTER

4141 E RIVER ROAD
TUCSON,AZ85718 		  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 1,000

YESHIVA AVIR YAKOV

766 N MAIN STREET
NEW SQUARE,NY10977 		  501(C)3 GENERAL SUPPORT 6,000

YESHIVA BAIS HACHINUCH

50 S MAIN ST
SPRING VALLEY,NY10977 		  501(C)3 GENERAL SUPPORT 180

YESHIVA BIRCHAS CHAIM

1111 VINE AVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 41,500

YESHIVA DARCHEI TORAH

21550 W 12 MILE RD
SOUTHFIELD,MI48076 		  501(C)3 GENERAL SUPPORT 2,800

YESHIVA GEDOLAH OF MIDWOOD

201 AVENUE F
BROOKLYN,NY11218 		  501(C)3 GENERAL SUPPORT 4,000

YESHIVA GODELA OF CLIFFWOOD

200 CENTER STREET
KEYPORT,NJ07735 		  501(C)3 GENERAL SUPPORT 15,000

YESHIVA ORCHOS CHAIM

PO BOX 963
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 18,000

YESHIVA TORAS CHAIM - DENVER

1555 STUART STREET
DENVER,CO80204 		  501(C)3 GENERAL SUPPORT 50

YESHIVA TORAT EMET

11330 BRAESRIDGE DRIVE
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 25,250

YESHIVAS BAIS YISROEL

6 ESTI CIRCLE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 100

YESHIVAS EMEK HATORAH

395 KENT ROAD
HOWELL,NJ07331 		  501(C)3 GENERAL SUPPORT 2,800

YESHIVAS MIR YERUSHALAYIM (RETEK)

5227 NEW UTRECHT AVE
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 20,000

YOUNG ISRAEL OF HOUSTON

7823 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 15,879

YTD ELEMENTARY

257 BEACH 17TH ST
FAR ROCKAWAY,NY11691 		  501(C)3 GENERAL SUPPORT 1,800

ZICHRON MICHOEL FUND

8 ORIOLE STREET
SPRING VALLEY,NY10977 		  501(C)3 GENERAL SUPPORT 1,000

ZICHRON SHLOMO RETUAH FUND

1319 51ST
BROOLYN,NY11219 		  501(C)3 GENERAL SUPPORT 20
Total .................................right arrow 3a 890,121
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 107,695  
4 Dividends and interest from securities .... 523000 19,691 14 339,633  
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 58,366  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -46,124  
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) .. 19,691 459,570 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
479,261
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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 NORTH SAM HOUSTON PKWY E
 
HOUSTON, TX77060

$ 400,000


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 31,475 15,738   15,738
LEGAL FEES 250 125   125

TY 2023 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
AVALONBAY CMMTYS INC 3.45 06/01/25 12,741 12,741
BANK OF AMERICA CORP 4.20 08/26/24 26,753 26,753
CHUBB INA HOLDINGS INC 3.15 03/15/2025 25,450 25,450
GS FIXED INOCME 545-3 469,453 469,453
INTEL CORP 2.875 05/11/24 27,747 27,747
LORD ABBETT INFL FOCUSED A 928,336 928,336
METLIFE INC 3.600 04/10/24 23,869 23,869
SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 476,480 476,480
SPDR PROTFOLIO AGGREGATE BD ETF 128,200 128,200
SPDR SER TR BLOOMBERG BARCLAYS INVT GRADE FLTG RATE ETF 128,478 128,478
TOTALENERGIES CAPITAL INTERNATIONAL SA 3.70 01/15/2024 27,941 27,941

TY 2023 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 1,103 1,103
ABBVIE INC COM 2,944 2,944
ACCENTURE PLC IRELAND CL A 2,623 2,623
ACUSHNET HOLDINGS 3,844 3,844
ADOBE SYSTEMS 10,074 10,074
AFFIRM HLDGS INC 9,435 9,435
AGCO CORP 1,218 1,218
AGILON HEALTH INC 4,882 4,882
AGREE REALTY 2,896 2,896
AIRBNB INC CL A 13,062 13,062
AIRBUS SE UNSPONSORED ADR 2,548 2,548
ALBANY INTL A NEW 1,964 1,964
ALCOA CORP 5,100 5,100
ALCON INC 5,980 5,980
ALLIANT ENERGY CORP 2,052 2,052
ALPHABET INC 42,279 42,279
ALPHABET INC CL A 8,940 8,940
ALPHABET INC CL C 3,637 3,637
ALPHABET INC CLASS A COMMON STOCK 213,307 213,307
AMAZON 32,515 32,515
AMAZON COM 25,618 25,618
AMAZON.COM INC 150,421 150,421
AMDOCS LIMITED ORD (DOX) 3,076 3,076
AMERICAN TOWER REIT COM 903 903
AMERIPRISE FINCL INC 5,318 5,318
AMGEN INC 6,048 6,048
ANALOG DEVICES INC 3,376 3,376
ANHEUSER BUSCH INVEB SA SPON 6,139 6,139
ANSYS INC 7,258 7,258
APPLE 346,554 346,554
APPLE INC 17,905 17,905
APPLE INC 94,147 94,147
APTIV PLC 1,346 1,346
ASML HOLDING NV NY REG NEW 3,028 3,028
ASSURED GUARRANTY LTD 3,891 3,891
ATLASSIAN CORP PLC CL A (TEAM) 2,141 2,141
ATMOS ENERGY CP 4,288 4,288
AURORA INNOVATION INC 3,264 3,264
AUTODESK INC DELAWARE 9,739 9,739
AVERY DENNISON CORP 2,772 2,772
BANK OF AMERICA CORP 10,101 10,101
BANK OF AMERICA CORP 168,182 168,182
BANK OF THE OZARKS 3,787 3,787
BILL COM HLDGS INC 7,381 7,381
BIOGEN 3,364 3,364
BLACKSTONE INC 19,638 19,638
BLACKSTONE INC 4,844 4,844
BOEING CO 121,207 121,207
BROADCOM LTD SHS 11,112 11,112
BRUNSWICK CORP (BC) 4,257 4,257
CABLE ONE INC COM 1,113 1,113
CAMDEN PROPERTY TRUST 1,489 1,489
CAPITAL ONE FINANCIAL CORP 5,769 5,769
CARRIER GLOBAL CORPORATION 460 460
CARVANA CO CL A (CVNA) 6,988 6,988
CATERPILLAR INC 100,528 100,528
CATHAY GENERAL BANCORP (CATY) 2,540 2,540
CHARLES RIVER LABS INTL INC 2,364 2,364
CHENIERE ENERGY INC NEW 5,633 5,633
CHEVRON CORP 104,412 104,412
CINTAS CORP 2,170 2,170
CLOUDFLARE INC CL A 16,819 16,819
COCA COLA CO 4,538 4,538
COCA COLA COMPANY 89,809 89,809
COINBASE GLOBAL INC CL A 5,006 5,006
COMCAST CORP NEW CLASS A 3,508 3,508
COMFORT SYSTEMS USA 1,548 1,548
COMMERCE BANCSHARES (CBSH) 2,030 2,030
CONMED CP (CNMD) 2,519 2,519
CONOCOPHILLIPS 75,446 75,446
CONOCOPHILLIPS 92,856 92,856
CONSTELLATION BRANDS INC CL A 3,385 3,385
CORTEVA INC (CTVA) 5,894 5,894
COSTCO WHOLESALE CORP-NEW 101,652 101,652
COTERRA ENERGY INC 5,078 5,078
COUSINS PPTYS INC 2,030 2,030
CRANE CO 1,300 1,300
CRANE NXT 626 626
CRH PUBLIC LTD CO 161,558 161,558
CROWDSTRIKE HOLDS INC CL A 5,683 5,683
CROWN CASTLE INTL CORP 9,093 9,093
CSX CORPORATION COM 99,052 99,052
CULLEN FROST BANKERS 5,858 5,858
DANAHER CORP 6,940 6,940
DANAHER CORP 149,446 149,446
DENTSPLY SIRONA INC 2,112 2,112
DIAGEO PLC 1,457 1,457
DIAMONDBACK ENERGY INC 3,039 3,039
DOCUSIGN INC 1,427 1,427
DOLBY CLA A COM STK 1,724 1,724
DONALDSON CO INC 1,634 1,634
DOORDASH INC CL A 13,746 13,746
DOXIMITY INC CL A 2,383 2,383
EAST WEST BANCORP 4,101 4,101
EASTGROUP PROPERTIES 2,937 2,937
EATON CORP PLC SHS 3,853 3,853
EBAY INC 2,007 2,007
ECOLAB INC 4,364 4,364
ELEVANCE HEALTH INC 2,995 2,995
ELI LILLY & CO 1,749 1,749
ELI LILLY & CO 109,006 109,006
ENERGIZER HLDGS INC 760 760
EQUINIX INC COM PAR 2,416 2,416
EQUITY LIFESTYLE PROPERTIES 3,574 3,574
ESSENTIAL PROPERTIES REALTY 2,045 2,045
ESTEE LAUDER CO INC CL A 3,106 3,106
ETSY INC COM 1,054 1,054
EXXON MOBIL CORP 9,998 9,998
F&G ANNUITIES & LIFE INC 230 230
FED AGRIC MTG NON VTG C (AGM) 3,060 3,060
FIDELITY NATIONAL FINANCIAL 4,388 4,388
FOUR CORNERS PPTY TR INC 1,543 1,543
FREEPORT-MCMORAN INC 2,086 2,086
FREEPORT-MCMORAN INC 157,339 157,339
FULLER HB AND COMPANY 1,465 1,465
GENERAL DYNAMICS 95,818 95,818
GENERAL MTRS CO 10,776 10,776
GENL DYNAMICS 6,232 6,232
GILEAD SCIENCE 3,133 3,133
GINKGO BIOWORKS HOLDS INC CL A 683 683
GITLAB INC CLASS A 2,351 2,351
GLOBAL-E ONLINE LTD 3,697 3,697
GOLDMAN SACHS GRP 4,629 4,629
GOLDMAN SACHS PUBLIC EQUITY 586,270 586,270
GRAB HOLDINGS LTD CL A 1,055 1,055
GS ALTERNATIVE INVESTMENTS 47,802 47,802
GUARDANT HEALTH INC 730 730
HAMILTON LANE CL A 2,573 2,573
HF SINCLAIR CORP 2,171 2,171
HOME DEPOT INC 103,618 103,618
HONEYWELL INTL INC 97,935 97,935
HONEYWELL INTL INC 4,614 4,614
HUBBELL INC 2,418 2,418
HUBSPOT, INC. 3,483 3,483
HUNTINGTON INGALLS INDUSTRIES 1,298 1,298
HUNTSMAN CORP 1,558 1,558
IDACORP INC 1,966 1,966
INGREDION INC 3,039 3,039
INSULET CORP 868 868
INTEL CORP 123,213 123,213
INTELLIA THERAPEUTICS INC 200 200
INTERPUBLIC GROUP OF COS INC 1,941 1,941
INTUIT INC 5,782 5,782
INTUITIVE SURGICAL INC 2,362 2,362
INTUITIVE SURGICAL INC 154,848 154,848
INVESCO QQQ TR UNIT 241,617 241,617
IONIS PHARMACEUTICALS INC 2,327 2,327
IONQ INC 12,390 12,390
JEFFERIES FINL GROUP INC 1,843 1,843
JOHNSON CTLS INTL 2,270 2,270
JP MORGAN CHASE & CO 153,260 153,260
JPMORGAN CHASE & CO 102,060 102,060
KINSALE CAP GROUP INC 869 869
KKR & CO INC CL A 6,546 6,546
KLA CORPORATION 4,069 4,069
L3 TECHNOLOGIES 2,949 2,949
LCI INDS 3,268 3,268
LEIDOS HLDGS 2,722 2,722
LENNAR CORP 14,308 14,308
LIBERY MEDIA CORP SER C 4,588 4,588
LINCOLN ELEC HLDGS 3,084 3,084
LITTLEFUSE INC 2,676 2,676
LOCKHEED MARTIN CORP 172,684 172,684
LOCKHEED MARTIN CORP 3,173 3,173
LORD ABBETT SHT DURATION INC I 222,363 222,363
LOWES COMPANIES 3,730 3,730
LYONDELLBASSELL NV CL-A 1,236 1,236
M&T BANK CORP 27,416 27,416
MARSH & MCLENNANN COS INC 2,842 2,842
MARTIN MARIETTA MATERIALS 6,985 6,985
MATCH GROUP INC 772 772
MDC HOLDINGS INC 3,401 3,401
MEDTRONIC PLC SHS 2,883 2,883
MERCADOLIBRE INC 5,549 5,549
MERCK & CO INC 89,723 89,723
MERCK & CO INC 3,925 3,925
META PLATFORMS INC CL A 44,245 44,245
META PLATFORMS INC CL A 5,047 5,047
MICHELIN COMPAGNIE GENERALE D 4,160 4,160
MICROCHIP TECH 6,854 6,854
MICROSOFT CORP 144,775 144,775
MICROSOFT CORP 26,699 26,699
MICROSOFT CORP 28,203 28,203
MICROSTRATEGY INC 1,155 1,155
MITSUBISHI UFJ FINL 3,453 3,453
MKS INSTRUMENTS 3,498 3,498
MODERNA INC 3,181 3,181
MONOLITHIC PWR SYSTEMS INC 2,523 2,523
MONSTER BEVERAGE CORP NEW COM 2,419 2,419
MORGAN STANLEY 5,688 5,688
MORNINGSTAR INC 1,075 1,075
MSA SAFETY INC 2,701 2,701
NASDAQ INC 3,253 3,253
NETFLIX INC 7,303 7,303
NIKE INC 131,261 131,261
NIKE INC B 2,931 2,931
NISOURCE INC 1,991 1,991
NORDSON CP 2,937 2,937
NORTHROP GRUMMAN CORP 152,146 152,146
NVENT ELECTRIC PLC 2,971 2,971
NVIDIA CORP 9,904 9,904
NVIDIA CORP 96,073 96,073
NVIDIA CORPORATION 8,020 8,020
OCCIDENTAL PETE CORP 80,967 80,967
OCCIDENTAL PETE CORP WTS 17,913 17,913
ORACLE CORP 1,687 1,687
ORGANON & CO 1,168 1,168
OSHKOSH CORP 2,710 2,710
OTIS WORLDWIDE CORP 358 358
PACKAGING CORP AMER 2,444 2,444
PALO ALTO NETWORKS 5,013 5,013
PAPA JOHNS INTL INC 1,448 1,448
PARAMOUNT GLOBAL CLASS B 4,437 4,437
PARKER HANNIFIN CORP 8,753 8,753
PAYPAL HLDGS 2,579 2,579
PELOTON INTERACTIVE INC 1,200 1,200
PHILLIPS 66 COM 79,884 79,884
PINTEREST INC CL A 1,654 1,654
PIONEER NATURAL RESOURCES CO 11,244 11,244
PNC FINL SVCS GP 4,026 4,026
POLARIS INDUSTRIES 1,801 1,801
PROCTER & GAMBLE 4,836 4,836
PROCTER & GAMBLE 82,942 82,942
PROKIDNEY CORP 189 189
QUALCOMM INC 4,917 4,917
QUEST DIAGNOSTICS INC 749 749
RAYMOND JAMES FINCL INC 2,453 2,453
RIVIAN AUTOMOTIVE INC CL A 258 258
ROBLOX CORP CL A 12,344 12,344
ROIVANT SCIENCES LTD 1,786 1,786
ROYALTY PHARMA PLC SHS CLASS A 5,618 5,618
ROYALTY PHARMA PLC SHS CLASS A 8,961 8,961
RPM INC 6,475 6,475
RTX CORP 4,207 4,207
RTX CORP 2,608 2,608
S&P GLOBAL INC 2,643 2,643
SALESFORCE.COM INC 6,396 6,396
SAMSARA INC 3,805 3,805
SCHLUMBERGER LTD 20,816 20,816
SEAGATE TECHNOLOGY 1,504 1,504
SELECT MEDICAL HLDGS CP 2,115 2,115
SERVICENOW INC 2,220 2,220
SERVICENOW INC 108,093 108,093
SERVISFIRST BANCSHARES INC COM 2,199 2,199
SHERWIN WILLIAMS CO 2,183 2,183
SHOPIFY INC 14,412 14,412
SNAP-ON INC 2,888 2,888
SNOWFLAKE INC CL A 16,775 16,775
SONY CORP ADR 1974 NEW 5,681 5,681
SPDR S&P 500 237,655 237,655
SPLUNK INC 1,745 1,745
STARBUCKS CORP 1,706 1,706
STATE STREET CORP 852 852
STERIS PLC 2,418 2,418
STRYKER CORP 1,497 1,497
SYSCO CORP 5,218 5,218
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1,456 1,456
TARGA RESOURCES CORP 2,432 2,432
TARGET CORP 2,019 2,019
TE CONNECTIVITY LTD 4,356 4,356
TELEDYNE TECH INC 4,229 4,229
TERRENO RLTY CORP COM 2,695 2,695
TESLA INC 97,404 97,404
TESLA INC 10,180 10,180
TEXAS INSTRUMENTS 2,657 2,657
THERMO FISHER SCIENTIFIC 5,550 5,550
TIMKEN CO 2,485 2,485
TJX COMPANIES INC 88,932 88,932
TJX COS INC 2,290 2,290
TKO GROUP HOLDINGS INC CL A 701 701
TORTOISE MLP & PIPELINE INST (TORIX) 43,913 43,913
TRADE DESK INC CLASS A 12,593 12,593
TRONOX HOLDING PLC 55,224 55,224
UBER TECHNOLOGIES 16,685 16,685
UNION PACIFIC CORP 4,838 4,838
UNION PACIFIC CORP 6,141 6,141
UNITED PARCEL SER INC CL-B 1,697 1,697
UNITED RENTALS INC 573 573
UNITEDHEALTH GP INC 9,476 9,476
UNITEDHEALTH GP INC 21,059 21,059
US BANCORP COM 4,544 4,544
VANECK ETF RARE EARTH STRATEGIC METALS 61,550 61,550
VERALTO CORP 740 740
VERTEX PHARMACEUTICALS 7,731 7,731
VISA INC 93,986 93,986
VISA INC CL A 9,373 9,373
WALMART INC 4,981 4,981
WALT DISNEY CO HLDG 2,257 2,257
WALT DISNEY CO HLDG CO 4,515 4,515
WARNER BROS DISCOVERY INC 2,185 2,185
WD 40 COMPANY 956 956
WEBSTER FINCL CORP 5,076 5,076
WELLS FARGO & CO 159,424 159,424
WELLS FARGO & CO NEW 1,034 1,034
WILLIAM SONOMA 3,834 3,834
WOLFSPEED INC 1,131 1,131
WORKDAY INC CL A 4,591 4,591
WW GRAINGER 3,482 3,482
XCEL ENERGY INC 4,024 4,024
XYLEM INC COM 5,146 5,146
ZOETIS INC CLASS A 2,581 2,581
ACCRUED DIVIDEND - MORGAN STANLEY 1101 3,018 3,018
ACCRUED DIVIDEND - MORGAN STANLEY 6416 913 913
OTHER INVESTMENT 1,715 1,715

TY 2023 InvestmentsGovtObligationsSch
Name:
THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
EIN:
47-2374942
US Government Securities - End of Year Book Value:

1,310,997
US Government Securities - End of Year Fair Market Value:

1,310,997
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 280,362 280,362
HGI KFB K45, LLC AT COST 78,013 78,013
HGI KFB KX03,LLC AT COST 46,876 46,876
HGI KJ24, LLC AT COST 163,353 163,353
I80 GROUP SPECIALTY FINANCE LP AT COST 464,699 464,699
WALTON STREET REAL ESTATE DEBT FUND II - OUTSIDE BASIS AT COST 10,000 10,000
WALTON STREET REAL ESTATE DEBT FUND II, LP AT COST 214,073 214,073
WLIF HOLDINGS, LLC AT COST 35,901 35,901

TY 2023 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 MANAGEMENT EXPENSES 102,866 102,866   0
PASS THROUGH INVESTMENT INTEREST EXPENSE 20,468 20,468   0
PASS THROUGH OTHER DEDUCTIONS 12,582 12,582   0
OFFICE EXPENSE 3,772 3,772   0
BANK FEES 966 966   0
SUPPLIES 103 103   0
MISCELLANEOUS EXPENSES 32 32   0


TY 2023 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 58,259 58,259 58,259
MS OTHER INCOME 105 105 105
GS-SUB PAYMENTS IN LIEUE OF DIVIDENDS 2 2 2


TY 2023 OtherIncreasesSchedule
Name:
THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
EIN:
47-2374942
Description Amount
UNREALIZED GAIN - PORTFOLIO 1,355,439


TY 2023 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 2023 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 174 174   0
990-T TAXES 7,038 0   0
WITHHOLDING TAXES 95 0   0