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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$19,165,656J 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) 600,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 51,379 51,379  
4 Dividends and interest from securities... 479,065 478,840  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 492,359
b Gross sales price for all assets on line 6a 4,424,144
7 Capital gain net income (from Part IV, line 2)... 492,359
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
27,556 27,556  
12 Total. Add lines 1 through 11........ 1,650,359 1,050,134  
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
41,900 20,950   20,950
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,005 219   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
152,178 152,178   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 202,083 173,347   20,950
25 Contributions, gifts, grants paid....... 1,034,276 1,034,276
26 Total expenses and disbursements. Add lines 24 and 25 1,236,359 173,347   1,055,226
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 414,000
b Net investment income (if negative, enter -0-) 876,787
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 65,098 77,257 77,257
2 Savings and temporary cash investments......... 5,068,100 3,927,955 3,927,955
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) 1,310,997 Click to see attachment
List of Attached Documents:
// Content
2,384,927 		2,384,927
b Investments—corporate stock (attach schedule)....... 7,546,125 Click to see attachment
List of Attached Documents:
// Content
9,367,600 		9,367,600
c Investments—corporate bonds (attach schedule)....... 2,275,448 Click to see attachment
List of Attached Documents:
// Content
2,386,373 		2,386,373
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).......... 1,293,277 Click to see attachment
List of Attached Documents:
// Content
1,021,544 		1,021,544
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) 17,559,045 19,165,656 19,165,656
Liabilities 17 Accounts payable and accrued expenses.......... 8,949 4,670
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)......... 8,949 4,670
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 17,550,096 19,160,986
29 Total net assets or fund balances (see instructions)..... 17,550,096 19,160,986
30 Total liabilities and net assets/fund balances (see instructions). 17,559,045 19,165,656
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
17,550,096
2
Enter amount from Part I, line 27a .....................
2
414,000
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,196,890
4
Add lines 1, 2, and 3 ..........................
4
19,160,986
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
19,160,986
Form 990-PF (2024)
Form 990-PF (2024)
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 U.S. TREASURY BILL DUE 5/14/24   2024-03-01 2024-05-14
b GS 545-3     2024-12-31
c U.S. TREASURY BILL DUE 12/31/23   2022-10-21 2023-12-31
d U.S. TREASURY BILL DUE 1/31/24   2023-01-27 2024-01-31
e U.S. TREASURY BILL DUE 2/29/24   2022-10-21 2024-02-29
U.S. TREASURY BILL DUE 4/15/24   2024-02-01 2024-04-15
AMERIPRISE FINANCIAL INC10/15/24   2022-10-21 2024-10-15
GS 008-8     2024-12-31
GS 008-8     2024-12-31
GS541-9     2024-01-10
MS 6416     2024-12-31
MS6416     2024-12-31
MS 1145     2024-12-31
MS 1145 - INTEL CORP     2024-05-13
MS 1144     2024-12-31
MS 1144     2024-12-31
MS 1144     2024-12-31
WLIF HOLDING P   2024-12-31
RBC     2024-12-31
RBC     2024-12-31
MS 1145 - TOTAL ENERGIES     2024-01-16
(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 4,948   4,948 0
b 17,927   17,737 190
c 18,000   17,521 479
d 60,000   58,704 1,296
e 49,000   47,568 1,432
7,000   6,932 68
2,000   1,941 59
275,070   299,945 -24,875
272,135   210,453 61,682
47,279   61,131 -13,852
40,997   33,927 7,070
204,195   63,460 140,735
77,000   76,950 50
28,000   27,739 261
69,693   53,690 16,003
222,608   176,140 46,468
1,689   1,689 0
    5,921 -5,921
2,549,289   2,298,039 251,250
449,314   439,350 9,964
28,000   28,000 0
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       0
b       190
c       479
d       1,296
e       1,432
      68
      59
      -24,875
      61,682
      -13,852
      7,070
      140,735
      50
      261
      16,003
      46,468
      0
      -5,921
      251,250
      9,964
      0
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 2 492,359
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 12,187
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 12,187
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 12,187
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,120
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,120
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 2,933
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,933 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
13,680,734
b
Average of monthly cash balances.......................
1b
4,257,753
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,938,487
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
17,938,487
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
269,077
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,669,410
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
883,471
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
883,471
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
12,187
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
3,231
c
Add lines 2a and 2b............................
2c
15,418
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
868,053
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
868,053
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
868,053
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
1,055,226
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
1,055,226
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 868,053
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 28,200
e From 2023...... 108,716
f Total of lines 3a through e ........ 136,916
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,055,226
a Applied to 2023, 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 2024 distributable amount..... 868,053
e Remaining amount distributed out of corpus 187,173
5 Excess distributions carryover applied to 2024. 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 5 324,089
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		324,089
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 28,200
d Excess from 2023.... 108,716
e Excess from 2024.... 187,173
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 3,600

AHAVAS TZEDAKA INC

655 8TH STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 200

AISHEL HOUSE

1955 UNIVERSITY BLVD
HOUSTON,TX77030 		  501(C)3 GENERAL SUPPORT 2,300

ALEXANDER JEWISH FAMILY SERVICES

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

ALLERGISTS FOR ISRAEL

PO BOX 37959
CINCINNATI,OH45222 		  501(C)3 GENERAL SUPPORT 180

AMERICAN FRIENDS OF BAIS MEDRASH L'HORAAH

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

AMERICAN FRIENDS OF BE'ER HATORAH

8630 FENTON STREET 822
SILVER SPRINGS,MD20910 		  501(C)3 GENERAL SUPPORT 10,000

AMERICAN FRIENDS OF CHAYIM LAYELED

1451 52ND ST A-3
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 2,000

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 18,250

AMERICAN FRIENDS OF YESHIVA IMREI EMES

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

ARI FULD PROJECT

98-01 67TH AVENUE SUITE 6G
REGO PARK,NY113740000 		  501(C)3 GENERAL SUPPORT 1,000

BAIS CHUNA

570 BEDFORD AVENUE APT 4B
BROOKLYN,NY11211 		  501(C)3 GENERAL SUPPORT 200

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 3,800

BAIS NOSSON TZVI

1415 WILLOW COURT
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 100

BAIS YAKOV OF DENVER

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

BEIS MEDRASH OHEV YISREOL

1385 VINCENZO DRIVE
TOMS RIVER,NJ08753 		  501(C)3 GENERAL SUPPORT 360

BEIS MEDRESH GOVOHA

2 HEKEL ROAD
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 7,500

BEIS MIDRASH OF QUEENS

17 FORT GEORGE HI APT 7J
NEW YORK,NY10040 		  501(C)3 GENERAL SUPPORT 425

BELLAIRE JEWISH CENTER

12 BELLAIRE TRIANGLE ARC
BELLAIRE,TX77401 		  501(C)3 GENERAL SUPPORT 10,200

BIKE 4 CHAI

106 CLIFTON AVENUE SUITE 2
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 5,000

BIKUR CHOLIM ATERES AV

4929 WILSHIRE BLVD 985
LOS ANGELES,CA90010 		  501(C)3 GENERAL SUPPORT 1,000

BLEVECHADORG

148 BEACH 9TH STREET STE 2D
FAR ROCKAWAY,NY11691 		  501(C)3 GENERAL SUPPORT 1,000

BNOS BROCHA INC

1665 CORPORATE ROAD
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 13,628

BNOS DEVORAH

360 OAK ST
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 3,600

BONEI OLAM ORG

306 CHESTNUT STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 5,000

BREAD AND BUTTER

10 FIRST ST
SPRING VALLEY,NY10977 		  501(C)3 GENERAL SUPPORT 650

BROOKLYN JEWISH XPERIENCE

2915 AVE K
BROOKLYN,NY11120 		  501(C)3 GENERAL SUPPORT 1,500

CAMP NAGEELA

3542 PETERSON AVENUE
CHICAGO,IL60659 		  501(C)3 GENERAL SUPPORT 750

CHABAD LUBAVITCH

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

CHABAD OUTREACH OF HOUSTON

11000 FONDREN ROAD STE B104
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 3,893

CHAI4EVER

1221 MADISON AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 50

CHAIM ORG

51 FOREST ROAD SUITE 316-295
MONROE,NY10950 		  501(C)3 GENERAL SUPPORT 1,000

CHARIDY

1002 DEAN ST
BROOKLYN,NY11238 		  501(C)3 GENERAL SUPPORT 2,500

CHASDEI MEIR INC

1519 E 27TH ST
BROOKLYN,NY11229 		  501(C)3 GENERAL SUPPORT 900

CHASDEI MESHILAM

523 PARK AVENUE
BROOKLYN,NY11205 		  501(C)3 GENERAL SUPPORT 860

CHASODIM TOVIM KEREN SIMCHOS

PO BOX 1111
SPRING VALLEY,NY10977 		  501(C)3 GENERAL SUPPORT 100

CHAVERIM OF HOUSTON

7930 WOLFIELD LANE
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 1,000

CHEDER TIFERES YISROEL

82 ERIC ROAD
LAKEWOOD,NH08701 		  501(C)3 GENERAL SUPPORT 750

CHOFETZ CHAIM HERITAGE

361 SPOOK ROCK ROAD
SUFFERN,NY10901 		  501(C)3 GENERAL SUPPORT 15,000

CONGREGATION BAIS AARON

1670 OCEAN AVENUE
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 10,000

CONGREGATION BAIS MEDRASH LETORAH

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

CONGREGATION BETH RAMBAM

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

CONGREGATION BIRCHAS CHAIM

1236 49TH ST APT 1F
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 70,000

CONGREGATION CHAI LIFELINE

5 AIRPORT RD
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 144

CONGREGATION CHERNOBIL INC

4023 12TH AVENUE
BROOKLYN,NY11218 		  501(C)3 GENERAL SUPPORT 5,165

CONGREGATION GATES OF MERCY

475 OBERLIN AVE S STE 203
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 500

CONGREGATION KEHAL CHASIDY CHERNOBEL

126 RICHMOND PL
LAWRENCE,NY11559 		  501(C)3 GENERAL SUPPORT 10,000

CONGREGATION KEREN HAGEMACH

2166 81ST STREET
BROOKLYN,NY11214 		  501(C)3 GENERAL SUPPORT 66,290

CONGREGATION KOL ARYEH OF LAKE

521 HOPE CHAPEL ROAD
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

CONGREGATION MIKVAH TAHARAH

921 NEW HAMPSHIRE AVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 900

CONGREGATION NETIVOT OF NEW YORK INC

24 CAREY STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 100

CONGREGATION NOAM ELIMELECH LIZENSK

87 PENN STREET 108
BROOKLYN,NY11249 		  501(C)3 GENERAL SUPPORT 340

CONGREGATION OHR YECHEZKEL

307 RIDGE AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 2,500

CONGREGATION RODFEI SHOLOM

3003 SHOLOM DRIVE
SAN ANTONIO,TX78230 		  501(C)3 GENERAL SUPPORT 500

CONGREGATION TEFILA LEMOSHE

35 BROCKTON RD
SPRING VALLEY,NY10977 		  501(C)3 GENERAL SUPPORT 100

CONGREGATION TIFERES TZVI

208 W MAPLE AVENUE
MONSEY,NY109522932 		  501(C)3 GENERAL SUPPORT 45,000

CONGREGATION TIFERES YAAKOV

6 SHOSHANNA DRIVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 7,600

CONGREGATION ZICHRON MOSHE

1441 MONMOUTH AVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,250

CONGREGATION ZICHRON SCHNEUR

1309 FOURTEENTH STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 420

DALLAS AREA TORAH ASSOCIATION (DATA)

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

DECADE OF LIGHT CHANUK

15 SUTTON ROAD
MONSEY,NY08701 		  501(C)3 GENERAL SUPPORT 180

EIN OD MILVADO

621 FIFTH STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 500

EIZER L'SHABBOS

44 PENN STREET
BROOKLYN,NY11249 		  501(C)3 GENERAL SUPPORT 100

EL AMI INC

3409 PINKNEY ROAD
BALTIMORE,MD21215 		  501(C)3 GENERAL SUPPORT 250

EMBRYO OPTION

75 CORPORATE DRIVE
TRUMBALL,CT06611 		  501(C)3 GENERAL SUPPORT 100

EZRAS YISROEL

4415 14TH AVENUE
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 600

FRIENDS OF HAMMAYAN

1110 E 18TH STREET
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 300

FRIENDS OF HARIM

PO BOX 190162
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 450

FUND FOR THE RENEWAL OF JEWISH LIFE IN KAUNAS INC

126 SPRUCE ST
CEDARHURST,NY115161915 		  501(C)3 GENERAL SUPPORT 3,600

GEMILOS CHASIDIM CHASDEI MOSHE

5314 16TH AVENUE 370
BROOKLYN,NY112041425 		  501(C)3 GENERAL SUPPORT 10,000

GMACH BAIS BURECH

199 LEE AVE PMB 221
BROOKLYN,NY11211 		  501(C)3 GENERAL SUPPORT 720

HATZALAH OF HOUSTON

PO BOX 711354
HOUSTON,TX77271 		  501(C)3 GENERAL SUPPORT 3,600

HATZOLAH AIR

78-32 138TH STREET
FLUSHING,NY11367 		  501(C)3 GENERAL SUPPORT 18,000

HATZOLAH EMS INC

PO BOX 184
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 20,000

HEBREW FREE LOAN ASSOC OF HOUSTON

4131 S BRAESWOOD BLVD
HOUSTON,TX77025 		  501(C)3 GENERAL SUPPORT 2,000

HOPE ORGANIZATION

11 FLANNERY AVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

HOUSTON KASHRUT ASSOCIATION

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

ICHUD HAKOLLELIM

55 MONTEREY CIRCLE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 25,500

INFOBAISSHALOMORG

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

ISRAEL COMMUNITY SERVICES

705 SW 107TH AVENUE
PEMBROKE PINES,FL33025 		  501(C)3 GENERAL SUPPORT 100

JEWISH CAMP SCHOLARSHIP FUND

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

JEWISH ETHICS INSTITUTE

PO BOX 35371
HOUSTON,TX77235 		  501(C)3 GENERAL SUPPORT 2,400

JEWISH FEDERATION OF GREATER HOUSTON

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

JEWISH GEN 0259

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

JEWISH LITERARY FOUNDATION

1301 K ST NW STE 600E
WASHINGTON DC,DC20005 		  501(C)3 GENERAL SUPPORT 17,500

JGIVE FRIEND OF ASOR

43 LUBIN TRAIL
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 2,500

J-HYPE

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

KEREN AHAVAS CHESED

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

KEREN AMERICA INC

245 SOUTH BENTON STREET 100
LAKEWOOD,CO80226 		  501(C)3 GENERAL SUPPORT 250

KEREN HATZEDAKA INC

18 MAPLEWOOD TERRACE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 5,200

KHAL GARDEN VIEW ESTATES

PO BOX 300414
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 300

KOLLEL BE'ER HACHAIM

1483 E 33RD ST
BROOKLYN,NY11234 		  501(C)3 GENERAL SUPPORT 400

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 90,000

KOLLEL OR LESION

199 LEE AVE 145
BROOKLYN,NY11211 		  501(C)3 GENERAL SUPPORT 120

KOLLEL RACHMISTRIVKA MO

17 WARREN ST
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 2,000

LEON MAYER FUND

15 PROSPECT AVENUE
HEWLETT,NY11557 		  501(C)3 GENERAL SUPPORT 1,000

LEV ROCHEL BIKUR CHOLIM OF LAKEWOOD

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

LINKS FAMILY INC

1579 50TH STREET
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 2,500

MESITVA OF LONG BEACH

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

MESIVTA NAOS YAAKOV

110 N OAKLAND STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 5,000

MESIVTA OF HOUSTON

7823 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPPORT 30,000

MESIVTA OF LAS VEGAS

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

MESIVTA SHAAREI AZIRIM

36 SKY MEADOW ROAD
SUFFERN,NY10901 		  501(C)3 GENERAL SUPPORT 100

MOSDOT BOTOSHAN

1148 49TH STREET
BROOKLYN,NY11219 		  501(C)3 GENERAL SUPPORT 150

NCSY

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

NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS

620 FOSTER AVE FLOOR 6
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 60,000

NETIV MEIR FOUNDATION

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

NEW ENGLAND RABBINICAL COLLEGE

262 BLACKSTONE BLVD
PROVIDENCE,RI02906 		  501(C)3 GENERAL SUPPORT 360

OHEL YISRAEL

18 SDEI CHEMED ST
MODIIN ILIT   71919
IS 		  501(C)3 GENERAL SUPPORT 300

OHR HANEGEV

9427 GLENFIELD CT
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 667

OHR YAAKOV

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

OLAMI TEXAS

2025 GUADALUPE STREET 250
AUSTIN,TX78705 		  501(C)3 GENERAL SUPPORT 750

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 1,210

PEF ISRAEL ENDOWMENT FUNDS

630 3RD AVE RM 1501
NEW YORK,NY100176745 		  501(C)3 GENERAL SUPPORT 1,000

PROJECT RENEWAL

200 VARICK STREET
NEW YORK,NY10014 		  501(C)3 GENERAL SUPPORT 250

RAYIM FOR CHAIM INC

51 FOREST ROAD STE 316295
MONROE,NY10950 		  501(C)3 GENERAL SUPPORT 1,000

REGESH NETWORK

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

REV PE'ALIM INSTITUTIONS

2 REUVEN GAMSON ST POB 27068
JERUSALEM    
IS 		  501(C)3 GENERAL SUPPORT 120

SAMCHAINU

1432 EAST 17TH STREET
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 1,200

SEFARADIC GAN INC

11330 BRAESRIDGE DRIVE
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 15,000

SHAARE BETH JOSEF

6 HAMBURG WAY UNIT 103
MONROE,NY10950 		  501(C)3 GENERAL SUPPORT 850

SHAAREI CHESED OF LA

31225 LA BAYA DRIVE SUITE 200
THOUSAND OAKS,CA913627341 		  501(C)3 GENERAL SUPPORT 250

SISTER TO SISTER

21 SHONNY DRIVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

TORCH (TORAH OUTREACH RESOURCE CENTER OF HOUSTON)

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

TAG FLATBUSH INC

1622 CONEY ISLAND AVENUE
BROOKLYN,NY11230 		  501(C)3 GENERAL SUPPORT 500

TAL ACADEMY

134-01 ROCKAWAY BEACH BLVD
ROCKAWAY PARK,NY11694 		  501(C)3 GENERAL SUPPORT 1,000

THE CHESED FUND

25451 SOUTHFIELD
SOUTHFIELD,MI48074 		  501(C)3 GENERAL SUPPORT 620

THE TZUR FOUNDATION

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

TOIREM

5314 16TH AVENUE 298
BROOKLYN,NY11204 		  501(C)3 GENERAL SUPPORT 100

TOMCHEI SHABBAT OF HOUSTON

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

TOMCHEI TZEDAKAH OF LAKEWOOD

625 FOREST AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 150

TORAH ACADEMY FOR GIRLS

444 BEACH 6TH STREET
FAR ROCKAWAY,NY11691 		  501(C)3 GENERAL SUPPORT 2,150

TORAH DAY SCHOOL

10900 FONDREN RD
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 500

TORAH EDUCATION OF AMERICA INC

112 HOLLYWOOD AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 50

TORAH EDUCATIONAL NETWORK

5502 CORTEEN PL APT 202
VALLEY VLG,CA91607 		  501(C)3 GENERAL SUPPORT 425

TORAH GIRLS ACADEMY OF HOUSTON

10101 FONDREN ROAD SUITE 136
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 10,500

TORAH SCHOOL FOR ISRAEL

1607 45TH ST
BROOKLYN,NY11204 		  501(C)3 GENERAL SUPPORT 636

TORCH

9002 CHIMNEY ROCK ROAD SUITE G
HOUSTON,TX77096 		  501(C)3 GENERAL SUPPORT 3,000

TSHECHENOV INSTITUTIONS

1733 52ND ST
BROOKLYN,NY11204 		  501(C)3 GENERAL SUPPORT 1,900

UNITED CHARITY INSTITUTIONS OF JERUSALEM

21 ROBERT PRITT DR
MONSEY,NY10952 		  501(C)3 GENERAL SUPPORT 360

VAAD LERABBONIM OF CHICAGO

6525 N WHIPPLE STREET
CHICAGO,IL60645 		  501(C)3 GENERAL SUPPORT 1,500

WISCONSIN INSTITUTE FOR TORAH STUDY

3288 N LAKE DRIVE
MILWAUKEE,WI53211 		  501(C)3 GENERAL SUPPORT 206

YAD LEAZOR TORAH VOSHESED FUND

22 WEST 38TH STREET - 12TH FLOOR
NEW YORK,NY100186269 		  501(C)3 GENERAL SUPPORT 100

YAD YISROEL

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

YESHIVA & MESIVTA TORAH TEMIMAH

555 OCEAN PKWY
BROOKLYN,NY11218 		  501(C)3 GENERAL SUPPORT 5,250

YESHIVA AVIR YAKOV

766 N MAIN STREET
NEW SQUARE,NY10977 		  501(C)3 GENERAL SUPPORT 6,500

YESHIVA BAIS AARON

905 PARK AVENUE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 400

YESHIVA BEIS BINYOMIN

132 PROSPECT ST
STAMFORD,CT06901 		  501(C)3 GENERAL SUPPORT 554

YESHIVA BIRCHAS CHAIM

1111 VINE AVE
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 20,000

YESHIVA CHAIM BERLIN

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

YESHIVA GEDOLA OF CARTERET

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

YESHIVA GEDOLA OF WOODLAKE VILLAGE

PO BOX 974
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 4,100

YESHIVA GODELA OF CLIFFWOOD

200 CENTER STREET
KEYPORT,NJ07735 		  501(C)3 GENERAL SUPPORT 5,000

YESHIVA HEICHAL HATALMUD OF LAKEWOOD INC

100 WHISPER CT
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 1,000

YESHIVA KETANA OF LONG ISLAND

321 DOUGHTY BLVD
INWOOD,NY11096 		  501(C)3 GENERAL SUPPORT 80,000

YESHIVA ORCHOS CHAIM

PO BOX 963
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 27,030

YESHIVA SHAAREI ORAH

685 8TH STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 5,000

YESHIVA TORAS CHAIM TORAS EMES

1025 NE MIAMI GARDENS DRIVE
N MIAMI BEACH,FL33140 		  501(C)3 GENERAL SUPPORT 100

YESHIVA TORAT EMET

11330 BRAESRIDGE DRIVE
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 20,500

YESHIVAS EMEK HATORAH

395 KENT ROAD
HOWELL,NJ07331 		  501(C)3 GENERAL SUPPORT 41,800

YESHIVAS MEOR HATALMUD OF LAKEWOOD INC

124 7TH STREET
LAKEWOOD,NJ08701 		  501(C)3 GENERAL SUPPORT 9,980

YOTZER OHR INC

2621 NE 212TH TER UNIT 201
MIAMI,FL33180 		  501(C)3 GENERAL SUPPORT 1,000

YOUNG ISRAEL OF HOUSTON

7823 LUDINGTON DR
HOUSTON,TX77071 		  501(C)3 GENERAL SUPPORT 26,708

ZICHRON SHALOM REFUA FUND

1319 51ST
BROOLYN,NY11219 		  501(C)3 GENERAL SUPPORT 50
Total .................................right arrow 3a 1,034,276
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 51,379  
4 Dividends and interest from securities .... 523000 18,095 14 459,757 1,213
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 27,556  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 492,359  
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) .. 18,095 1,031,051 1,213
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,050,359
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
  		Employer identification number
47-2374942
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ZEV AND SUSAN MUNK
450 NORTH SAM HOUSTON PKWY E
 
HOUSTON, TX77060

$ 600,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 41,900 20,950   20,950

TY 2024 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 12,935 12,935
CHUBB INA HOLDINGS INC 3.15 03/15/2025 25,917 25,917
GS FIXED INOCME 545-3 488,330 488,330
LORD ABBETT INFL FOCUSED A 932,362 932,362
MSILF TREASURY SECURITIES INST (MSUXX) 194,774 194,774
SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 477,760 477,760
SPDR PROTFOLIO AGGREGATE BD ETF 124,950 124,950
SPDR SER TR BLOOMBERG BARCLAYS INVT GRADE FLTG RATE ETF 129,066 129,066
ACCRUED INTEREST - MORGAN STANLEY 1145 279 279

TY 2024 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
ABBVIE INC COM 1,583 1,583
ACCENTURE PLC IRELAND CL A 3,823 3,823
ACUSHNET HOLDINGS 4,326 4,326
ADYEN N V UNSPONSRED ADR 6,145 6,145
ADOBE SYSTEMS 10,072 10,072
AFFIRM HLDGS INC 14,251 14,251
AGCO CORP 2,694 2,694
AGILON HEALTH INC 948 948
AGNC INVESTMENT CORP CMN 6,530 6,530
AGREE REALTY 3,526 3,526
AIRBNB INC CL A 9,366 9,366
AIR LEASE CORP CL A 948 948
ALCOA CORP 5,667 5,667
ALCON INC 5,121 5,121
ALLIANT ENERGY CORP 2,403 2,403
ALPHABET INC 25,556 25,556
ALPHABET INC CL A 15,541 15,541
ALPHABET INC CL C 95,220 95,220
ALPHABET INC CLASS A COMMON STOCK 169,613 169,613
AMAZON 252,299 252,299
AMAZON COM 33,128 33,128
AMAZON.COM INC 51,995 51,995
AMDOCS LIMITED ORD (DOX) 3,204 3,204
AMER INTL CP INC 5,162 5,162
AMERICAN TOWER REIT COM 763 763
AMERICAN WATER WORKS CO 4,731 4,731
AMERIPRISE FINCL INC 8,834 8,834
AMGEN INC 5,675 5,675
AMKOR TECHNOLOGY INC 2,569 2,569
ANALOG DEVICES INC 5,635 5,635
ANHEUSER BUSCH INVEB SA SPON 4,757 4,757
ANSYS INC 6,747 6,747
APPLE 275,462 275,462
APPLE INC 30,301 30,301
APPLE INC 124,459 124,459
APPLOVIN CORP 3,824 3,824
ASML HOLDING NV NY REG NEW 9,563 9,563
ASSURED GUARRANTY LTD 3,197 3,197
ATMOS ENERGY CP 5,934 5,934
AURORA INNOVATION INC 8,833 8,833
AUTODESK INC DELAWARE 5,422 5,422
AVERY DENNISON CORP 2,689 2,689
BANK OF AMERICA CORP 13,185 13,185
BANK OF AMERICA CORP 177,426 177,426
BECTON, DICKINSON AND COMPANY CMN (BDX) 9,302 9,302
BERKSHIRE HATHAWAY INC. CLASS B (BRKB) 4,986 4,986
BLACKSTONE INC 5,419 5,419
BROADCOM LTD SHS 17,084 17,084
BRUNSWICK CORP (BC) 2,859 2,859
BUILDERS FIRSTSOURCE INC 1,832 1,832
BXP INC 1,780 1,780
CAMDEN PROPERTY TRUST 2,200 2,200
CAMECO CORP 170,615 170,615
CAPITAL ONE FINANCIAL CORP 7,846 7,846
CARRIER GLOBAL CORPORATION 112,015 112,015
CARVANA CO CL A (CVNA) 10,842 10,842
CAVA GROUP INC 50,422 50,422
CHARLES RIVER LABS INTL INC 1,413 1,413
CHENIERE ENERGY INC NEW 10,222 10,222
CHEVRON CORP 101,388 101,388
CHIPOTLE MEXICAN GRILL INC 2,147 2,147
CINTAS CORP 111,082 111,082
CINTAS CORP 2,731 2,731
CLOUDFLARE INC CL A 25,843 25,843
COCA COLA CO 5,166 5,166
COCA COLA COMPANY 5,040 5,040
COINBASE GLOBAL INC CL A 925 925
COMFORT SYSTEMS USA INC COMMON STOCK (FIX) 14,842 14,842
COMFORT SYSTEMS USA 2,277 2,277
COMMERCE BANCSHARES (CBSH) 2,869 2,869
CONCENTRA GROUP HOLDINGS PAREN 1,800 1,800
CONMED CP (CNMD) 1,574 1,574
CONOCOPHILLIPS 59,502 59,502
CONSTELLATION BRANDS INC CL A 3,677 3,677
CORTEVA INC (CTVA) 15,436 15,436
COSTCO WHOLESALE CORP-NEW 169,510 169,510
COSTCO WHOLESALE CORP-NEW 7,006 7,006
COTERRA ENERGY INC 4,776 4,776
COUSINS PPTYS INC 2,372 2,372
CRANE CO 2,178 2,178
CRH PUBLIC LTD CO 191,146 191,146
CROWDSTRIKE HOLDS INC CL A 7,273 7,273
CROWN CASTLE INTL CORP 4,595 4,595
CULLEN FROST BANKERS 8,355 8,355
DANAHER CORP 13,084 13,084
DANAHER CORP 8,010 8,010
DANAHER CORP 142,780 142,780
DIAMONDBACK ENERGY INC 628 628
DOLBY CLA A COM STK 2,159 2,159
DONALDSON CO INC 1,684 1,684
DOORDASH INC CL A 15,601 15,601
DOORDASH INC CL A 15,885 15,885
DOXIMITY INC CL A 1,593 1,593
EAST WEST BANCORP 5,366 5,366
EASTGROUP PROPERTIES 2,074 2,074
EATON CORP PLC SHS 14,270 14,270
EATON CORP PLC SHS 164,939 164,939
EATON CORP PLC SHS 4,167 4,167
EBAY INC 2,850 2,850
ECOLAB INC 5,786 5,786
ELEVANCE HEALTH INC 3,089 3,089
ELI LILLY & CO 3,645 3,645
ELI LILLY & CO 46,320 46,320
E.L.F. BEAUTY INC 1,877 1,877
EMERSON ELECTRIC CO 184,408 184,408
ENERGIZER HLDGS INC 944 944
EQUINIX INC COM PAR 3,730 3,730
EQUITABLE HLDGS INC 4,290 4,290
EQUITY LIFESTYLE PROPERTIES 3,754 3,754
ESSENTIAL PROPERTIES REALTY 2,635 2,635
ESTEE LAUDER CO INC CL A 191,274 191,274
EXPAND ENERGY CORP 12,543 12,543
EXXON MOBIL CORP 156,192 156,192
EXXON MOBIL CORP 21,514 21,514
F&G ANNUITIES & LIFE INC 228 228
FED AGRIC MTG NON VTG C (AGM) 3,185 3,185
FIDELITY NATIONAL FINANCIAL 3,552 3,552
FOUR CORNERS PPTY TR INC 1,729 1,729
FORTIVE CORP 952 952
FREEPORT-MCMORAN INC 2,410 2,410
FREEPORT-MCMORAN INC 125,397 125,397
GENERAL DYNAMICS 95,383 95,383
GENL DYNAMICS 5,798 5,798
GILEAD SCIENCE 3,573 3,573
GLOBAL-E ONLINE LTD 8,670 8,670
GOLDMAN SACHS BANK USA DEPOSIT 6,390 6,390
GOLDMAN SACHS GRP 3,782 3,782
GOLDMAN SACHS PUBLIC EQUITY 213,333 213,333
HAMILTON LANE CL A 2,996 2,996
HF SINCLAIR CORP 1,574 1,574
HOME DEPOT INC 118,642 118,642
HONEYWELL INTL INC 4,970 4,970
HUBBELL INC 3,313 3,313
HUBSPOT, INC. 4,291 4,291
HUNTINGTON INGALLS INDUSTRIES 945 945
HUNTSMAN CORP 1,188 1,188
HYATT HOTELS CORP COM CL A 3,099 3,099
ICON PLC 913 913
IDACORP INC 2,289 2,289
IDEXX LABS 2,213 2,213
INGREDION INC 4,171 4,171
INSULET CORP 1,890 1,890
INTERCONTINENTAL EXCHANGE INC CMN (ICE) 20,712 20,712
INTERPUBLIC GROUP OF COS INC 1,438 1,438
INTUIT INC 14,456 14,456
INTUIT INC 4,003 4,003
INTUITIVE SURGICAL INC 4,472 4,472
INTUITIVE SURGICAL INC 129,446 129,446
INVESCO QQQ TR UNIT 169,217 169,217
IONQ INC 136,671 136,671
JEFFERIES FINL GROUP INC 4,934 4,934
JOHNSON CTLS INTL 2,697 2,697
JPMORGAN CHASE & CO CMN (JPM) 18,458 18,458
JP MORGAN CHASE & CO 143,826 143,826
JPMORGAN CHASE & CO 196,083 196,083
KINSALE CAP GROUP INC 780 780
KOSMOS ENERGY LTD. 6,563 6,563
KKR & CO INC CL A 8,159 8,159
KLA CORPORATION 4,411 4,411
L3 TECHNOLOGIES 2,944 2,944
LAS VEGAS SANDS CORP 2,046 2,046
LCI INDS 2,862 2,862
LEIDOS HLDGS 3,442 3,442
LENNAR CORP 13,910 13,910
LIBERY MEDIA CORP SER C 6,292 6,292
LINCOLN ELEC HLDGS 2,511 2,511
LITTLEFUSE INC 2,357 2,357
LKQ CORP 2,143 2,143
LOCKHEED MARTIN CORP 168,135 168,135
LOCKHEED MARTIN CORP 3,402 3,402
LORD ABBETT SHT DURATION INC I 472,742 472,742
LOWES COMPANIES 5,186 5,186
LULELEMON ATHLETICA INC 2,671 2,671
LVMH MOET HENNESSY LOUIS VUITT 2,436 2,436
LYONDELLBASSELL NV CL-A 966 966
M&T BANK CORP 28,202 28,202
MAGNOLIA OIL & GAS CORP CL A 1,616 1,616
MARTIN MARIETTA MATERIALS 6,321 6,321
MEDTRONIC PLC SHS 3,558 3,558
MERCADOLIBRE INC 11,828 11,828
MERCK & CO INC 81,176 81,176
MERCK & CO INC 4,632 4,632
META PLATFORMS INC-CLASS A CMN CLASS A (META) 16,980 16,980
META PLATFORMS INC CL A 13,708 13,708
META PLATFORMS INC CL A 87,827 87,827
MICHELIN COMPAGNIE GENERALE D 4,561 4,561
MICROSOFT CORP 33,720 33,720
MICROSOFT CORP 4,715 4,715
MICROSOFT CORP 29,705 29,705
MICROSOFT CORP 42,150 42,150
MICROSOFT CORP 201,056 201,056
MICROSTRATEGY INC 5,580 5,580
MITSUBISHI UFJ FINL 4,700 4,700
MKS INSTRUMENTS 3,720 3,720
MOBILEYE GLOBAL INC CL A 1,391 1,391
MODERNA INC 1,263 1,263
MONGODB INC CL A 1,180 1,180
MONOLITHIC PWR SYSTEMS INC 18,934 18,934
MONSTER BEVERAGE CORP NEW COM 2,374 2,374
MORGAN STANLEY 7,292 7,292
MSA SAFETY INC 2,718 2,718
NASDAQ INC 5,530 5,530
NETFLIX INC 9,722 9,722
NISOURCE INC 3,283 3,283
NORDSON CP 2,148 2,148
NORTHROP GRUMMAN CORP 116,853 116,853
NRG ENERGY INC 1,304 1,304
NVENT ELECTRIC PLC 3,427 3,427
NVIDIA CORP 35,587 35,587
NVIDIA CORP 22,964 22,964
NVIDIA CORP 227,756 227,756
NVIDIA CORPORATION 53,716 53,716
OCCIDENTAL PETE CORP WTS 14,823 14,823
ON SEMICONDUCTOR CORP 9,331 9,331
ORACLE CORP 2,666 2,666
O'REILLY AUTOMOTIVE 15,415 15,415
OSHKOSH CORP 3,260 3,260
OWENS CORNING INC 1,915 1,915
PACKAGING CORP AMER 4,100 4,100
PALO ALTO NETWORKS 4,527 4,527
PALO ALTO NETWORKS 181,596 181,596
PARAMOUNT GLOBAL CLASS B 3,138 3,138
PARKER HANNIFIN CORP 12,085 12,085
PAYPAL HLDGS 3,923 3,923
PELOTON INTERACTIVE INC 1,714 1,714
PERMIAN RESOURCES CP CL A 2,215 2,215
PFIZER INC 31,836 31,836
PHILLIPS 66 COM 68,358 68,358
PINTEREST INC CL A 3,045 3,045
PNC FINL SVCS GP 5,246 5,246
POLARIS INDUSTRIES 1,095 1,095
PROCTER & GAMBLE 5,532 5,532
PROCTER & GAMBLE 106,122 106,122
PROKIDNEY CORP 245 245
QUALCOMM INC 6,076 6,076
QUEST DIAGNOSTICS INC 3,434 3,434
RAYMOND JAMES FINCL INC 3,417 3,417
REGENCY CTRS CORP 1,173 1,173
RELIANCE INC 1,760 1,760
RIVIAN AUTOMOTIVE INC CL A 768 768
ROBLOX CORP CL A 11,977 11,977
ROCKWELL AUTOMATION 178,047 178,047
ROIVANT SCIENCES LTD 2,650 2,650
ROYALTY PHARMA PLC SHS CLASS A 5,102 5,102
ROYALTY PHARMA PLC SHS CLASS A 9,439 9,439
RPM INC 8,358 8,358
RTX CORP 175,894 175,894
RTX CORP 5,786 5,786
RTX CORP 3,825 3,825
S&P GLOBAL INC 3,578 3,578
SAIA INC 17,318 17,318
SALESFORCE.COM INC 9,267 9,267
SAMSARA INC 11,796 11,796
SCHLUMBERGER LTD 15,336 15,336
SELECT MEDICAL HLDGS CP 1,791 1,791
SERVICENOW INC 19,082 19,082
SERVICENOW INC 4,631 4,631
SERVICENOW INC 153,717 153,717
SERVISFIRST BANCSHARES INC COM 3,547 3,547
SHERWIN WILLIAMS CO 8,838 8,838
SHERWIN WILLIAMS CO 2,703 2,703
SHOPIFY INC 15,205 15,205
SNAP-ON INC 3,395 3,395
SNOWFLAKE INC CL A 7,721 7,721
SNOWFLAKE INC CL A 7,211 7,211
SONY CORP ADR 1974 NEW 6,348 6,348
SPDR S&P 500 171,135 171,135
STARBUCKS CORP 3,755 3,755
STATE STREET CORP 1,080 1,080
STERIS PLC 3,045 3,045
SYSCO CORP 1,642 1,642
TAIWAN SEMICONDUCTOR MFG 24,686 24,686
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 6,535 6,535
TARGA RESOURCES CORP 4,599 4,599
TARGET CORP 3,056 3,056
TE CONNECTIVITY LTD 4,745 4,745
TELEDYNE TECH INC 4,760 4,760
TERRENO RLTY CORP COM 1,758 1,758
TESLA INC 30,576 30,576
TESLA INC 241,092 241,092
TEXAS INSTRUMENTS 5,616 5,616
THERMO FISHER SCIENTIFIC 5,949 5,949
THORNBURG LTD TRM INC INST 49,425 49,425
TIMKEN CO 2,212 2,212
TOPBUILD CORP 8,095 8,095
TJX COMPANIES INC 117,548 117,548
TJX COS INC 5,162 5,162
TKO GROUP HOLDINGS INC CL A 1,560 1,560
TORTOISE MLP & PIPELINE INST (TORIX) 60,097 60,097
TOTAL ENERGIES SE 4,821 4,821
TRACTOR SUPPLY CO 2,066 2,066
TRADE DESK INC CLASS A 19,275 19,275
UBER TECHNOLOGIES 12,064 12,064
UBER TECHNOLOGIES 3,207 3,207
UNION PACIFIC CORP 5,419 5,419
UNION PACIFIC CORP 5,701 5,701
UNITED RENTALS INC 1,370 1,370
UNITEDHEALTH GP INC 32,881 32,881
UNITEDHEALTH GP INC 6,457 6,457
US BANCORP COM 5,500 5,500
VERIZON COMMUNICATIONS 4,959 4,959
VERTEX PHARMACEUTICALS 7,473 7,473
VISA INC 123,256 123,256
VISA INC CL A 11,716 11,716
WALMART INC 5,526 5,526
WALT DISNEY COMPANY 22,047 22,047
WALT DISNEY CO HLDG 2,784 2,784
WALT DISNEY CO HLDG CO 27,838 27,838
WARNER BROS DISCOVERY INC 2,029 2,029
WD 40 COMPANY 549 549
WELLS FARGO & CO 14,048 14,048
WELLS FARGO & CO NEW 1,475 1,475
WILLIAM SONOMA 5,583 5,583
WINTRUST FIN CORP 4,166 4,166
WORKDAY INC CL A 10,887 10,887
WW GRAINGER INC 122,270 122,270
WW GRAINGER 4,429 4,429
XCEL ENERGY INC 4,805 4,805
XYLEM INC COM 5,221 5,221
ZOETIS INC CLASS A 18,248 18,248
ACCRUED DIVIDEND INCOME - GS 301 301
ACCRUED DIVIDEND INCOME - GS 715 715

TY 2024 InvestmentsGovtObligationsSch
Name:
THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
EIN:
47-2374942
US Government Securities - End of Year Book Value:

2,384,927
US Government Securities - End of Year Fair Market Value:

2,384,927
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 228,822 228,822
HGI KFB K45, LLC AT COST 77,965 77,965
HGI KFB KX03,LLC AT COST 49,454 49,454
HGI KJ24, LLC AT COST 130,674 130,674
I80 GROUP SPECIALTY FINANCE LP AT COST 232,871 232,871
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 291,758 291,758

TY 2024 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 122,339 122,339   0
PASS THROUGH INVESTMENT INTEREST EXPENSE 16,537 16,537   0
PASS THROUGH OTHER DEDUCTIONS 11,120 11,120   0
OFFICE EXPENSE 376 376   0
BANK FEES 1,370 1,370   0
SUPPLIES 377 377   0
MISCELLANEOUS EXPENSES 59 59   0


TY 2024 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 27,447 27,447 27,447
MS OTHER INCOME 109 109 109


TY 2024 OtherIncreasesSchedule
Name:
THE ZEV AND SUSAN MUNK FAMILY FOUNDATION
EIN:
47-2374942
Description Amount
UNREALIZED GAIN - PORTFOLIO 1,196,890


TY 2024 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 2024 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 219 219   0
990-T TAXES 7,786 0   0