Civic Intelligence

P E F Israel Endowment Funds Inc.

990T • Fiscal year 2022 • EIN 13-6104086

Dec 01, 2021 to Nov 30, 2022 • Filed on Apr 18, 2023

630 Third Avenue15th FloorNew York, NY 10017-6745

(212) 599-1260

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2011: $110,120,558Liabilities 2011: $1,430,658Net Assets 2011: $108,689,9002011Assets 2012: $114,897,384Liabilities 2012: $1,152,760Net Assets 2012: $113,744,6242012Assets 2013: $124,022,015Liabilities 2013: $1,186,589Net Assets 2013: $122,835,4262013Assets 2014: $128,368,668Liabilities 2014: $1,610,979Net Assets 2014: $126,757,6892014Assets 2015: $124,711,461Liabilities 2015: $1,343,715Net Assets 2015: $123,367,7462015Assets 2016: $147,714,406Liabilities 2016: $1,389,688Net Assets 2016: $146,324,7182016Assets 2017: $172,875,566Liabilities 2017: $3,490,229Net Assets 2017: $169,385,3372017Assets 2018: $165,918,854Liabilities 2018: $1,391,196Net Assets 2018: $164,527,6582018Assets 2019: $157,532,911Liabilities 2019: $1,392,158Net Assets 2019: $156,140,7532019Assets 2020: $161,480,500Liabilities 2020: $1,311,743Net Assets 2020: $160,168,7572020Assets 2021: $174,306,621Liabilities 2021: $1,134,534Net Assets 2021: $173,172,0872021Assets 2022: $176,286,241Liabilities 2022: $2,040,417Net Assets 2022: $174,245,8242022Assets 2023: $184,627,185Liabilities 2023: $1,529,802Net Assets 2023: $183,097,3832023

Latest loaded filing

2023

Assets$184,627,185
Liabilities$1,529,802
Net Assets$183,097,383

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MRevenue 2011: $53,890,385Expenses 2011: $57,797,650Net Income 2011: -$3,907,2652011Revenue 2012: $74,255,176Expenses 2012: $72,440,509Net Income 2012: $1,814,6672012Expenses 2013: $70,743,8622013Revenue 2014: $74,407,350Expenses 2014: $70,353,451Net Income 2014: $4,053,8992014Revenue 2015: $70,141,996Expenses 2015: $67,687,033Net Income 2015: $2,454,9632015Revenue 2016: $128,513,915Expenses 2016: $106,640,136Net Income 2016: $21,873,7792016Revenue 2017: $118,787,386Expenses 2017: $106,210,516Net Income 2017: $12,576,8702017Revenue 2018: $102,424,131Expenses 2018: $102,845,359Net Income 2018: -$421,2282018Revenue 2019: $122,306,194Expenses 2019: $138,315,920Net Income 2019: -$16,009,7262019Revenue 2020: $155,994,214Expenses 2020: $157,987,440Net Income 2020: -$1,993,2262020Revenue 2021: $172,516,755Expenses 2021: $177,009,607Net Income 2021: -$4,492,8522021Revenue 2022: $178,783,628Expenses 2022: $167,223,233Net Income 2022: $11,560,3952022Revenue 2023: $289,472,187Expenses 2023: $284,561,548Net Income 2023: $4,910,6392023

Latest loaded filing

2023

Revenue$289,472,187
Expenses$284,561,548
Net Income$4,910,639
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Apr 18, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

The purposes of this corporation are to provide relief for, and to minister to the physical well-being of needy persons in israel; to support and maintain public hospitals, clinics, to relieve sickness and distress, and to prevent plague and disease in israel; to support and maintain the hebrew university and other educational and religious insitutions in the holy land and to promote scientific research therein. It shall be within the purpose of this corporation to use as means to the above purposes, research, publication, the establishment and maintenance of charitable, religious and public education activites, agencies and institutions and the aid of any such activities, agencies and institutions already established.

Filing and Contact Details

Filer

Filer Name
Pef Israel Endowment Funds Inc
EIN
13-6104086
Phone
2125991260
Address
630 THIRD AVENUE15TH FLOOR, NEW YORK, NY 10017-6745

Signing Officer

Name
Geoffrey Stern
Title
President
Phone
2125991260
Signed
2023-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Greenfield & Fortuna Llp
Address
120 BROADWAY-SUITE 950, NEW YORK, NY 10271
Preparer
John P Fortuna
Phone
2126089100
Raw XML Appendix113 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BalanceDueAmt02126
IRS990T/BooksInCareOfDetail/PersonNm0GEOFFREY STERN PEF ISRAEL E
IRS990T/BooksInCareOfDetail/PhoneNum02125991260
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0630 THIRD AVENUE 15TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010017
IRS990T/BookValueAssetsEOYAmt0176286241
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt093
IRS990T/ForeignAccountsQuestionInd01
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0363
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt1762
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1531120
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt1762
IRS990TScheduleA/OtherIncomeAmt011441
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/PrincipalBusinessActivityCd1531120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt111441
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt111441
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT PARTNERSHIP UBTI INCOME
IRS990TScheduleA/TradeOrBusinessDesc1INVESTMENT IN REAL ESTATE PARTNERSHIP WITH UBTI DUE TO
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990TScheduleA/UBIBeforeNOLDedAmt111441
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt010679
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt02033
IRS990T/TaxLessCreditsAmt02033
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt02033
IRS990T/TotalTaxComputationAmt02033
IRS990T/TotalUBTIAmt09679
IRS990T/TotalUBTIBeforeNOLSpecificAmt010679
IRS990T/TotalUBTIBeforeSection199AAmt010679
IRS990T/TotalUBTIComputedAmt010679
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFFREY STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02125991260
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEF ISRAEL ENDOWMENT FUNDS INC
ReturnHeader/Filer/BusinessNameControlTxt0PEFI
ReturnHeader/Filer/EIN0136104086
ReturnHeader/Filer/PhoneNum02125991260
ReturnHeader/Filer/USAddress/AddressLine1Txt0630 THIRD AVENUE15TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100176745
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133593400
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENFIELD & FORTUNA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 BROADWAY-SUITE 950
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010271
ReturnHeader/PreparerPersonGrp/PhoneNum02126089100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P FORTUNA
ReturnHeader/ReturnTs02023-04-16T11:42:49-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEOFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STERN
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$185$1.53$183$289$285$4.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$176$2.04$174$179$167$11.6
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$174$1.13$173$173$177$4.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$1.31$160$156$158$1.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$158$1.39$156$122$138$16.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$166$1.39$165$102$103$0.42
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$173$3.49$169$119$106$12.6
2016Summary only. Only limited summary data is available for this year.$148$1.39$146$129$107$21.9
2015Detailed filing. Detailed filing data is available for this year.$125$1.34$123$70.1$67.7$2.45
2014Detailed filing. Detailed filing data is available for this year.$128$1.61$127$74.4$70.4$4.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$124$1.19$123$70.7
2012Summary only. Only limited summary data is available for this year.$115$1.15$114$74.3$72.4$1.81
2011Summary only. Only limited summary data is available for this year.$110$1.43$109$53.9$57.8$3.91