2024-10-28T15:16:01-05:00 2024-06-30 954051410 Sedgwick & Company 2718 Wilshire Boulevard Santa Monica CA 90403 990PF 2023-07-01 136167181 The Schocken Foundation Inc SCHO 6179478150 PO Box 280 Barrington RI 02806 Judah Rome Treasurer 6179478150 2024-10-23 1 0 Olesya Kurnosova P00567869 3103958655 2024-10-23 2023 2024-10-15 13:58:12Z X 11859435 X X 6030 6030 227557 227557 307628 3391650 307628 541215 541215 0 0 0 565 226 339 7495 2998 4497 131200 94770 36430 5265 4515 750 724 290 434 145249 102799 42450 540000 540000 685249 102799 582450 -144034 438416 312577 191268 191268 464667 534868 513534 3985849 4302164 6543638 1233913 1558708 1512180 3502271 2768235 3098815 9499277 9355243 11859435 0 0 X 0 0 0 0 9499277 9355243 9499277 9355243 9499277 9355243 9499277 -144034 0 9355243 0 9355243 Fidelity Investments (676-372541)-sales of publicly traded securities P 2020-01-01 2024-06-30 1536034 1297440 238594 238594 Veris Wealth Partners (656-190291)-sales of publicly traded securities P 2020-01-01 2024-06-30 794550 747110 47440 47440 Veris Wealth Partners (656-190292)-sales of publicly traded securities P 2020-01-01 2024-06-30 838902 826253 12649 12649 Veris Wealth Partners (656-334850)-sales of publicly traded securities P 2020-01-01 2024-06-30 160622 164022 -3400 -3400 Taxable mergers payout P 2020-01-01 2024-06-30 4543 4543 4543 CINI 150101-CEI CINI 2% note P 2016-02-14 2024-02-14 56699 49197 7502 7502 Return of capital P 2020-01-01 2024-06-30 300 300 300 307628 6094 0 6094 0 6094 16304 0 0 0 16304 0 10210 10210 0 0 0 0 0 0 0 0 0 0 0 1 1 NY RI 1 0 0 0 0 1 none Judah Rome 6179478150 PO Box 280 Barrington RI 02806 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 David Landau PO Box 280 Barrington RI 02806 President, Secretary 1.00 0 0 0 Judah Rome PO Box 280 Barrington RI 02806 Treasurer 1.00 0 0 0 Assaf Topaz PO Box 280 Barrington RI 02806 Director 1.00 0 0 0 Hillel Schocken PO Box 280 Barrington RI 02806 Director 1.00 0 0 0 Noa Mendels PO Box 280 Barrington RI 02806 Director 1.00 0 0 0 Benjamin Rome PO Box 280 Barrington RI 02806 Director 1.00 0 0 0 NONE 0 Lilli Stern 141 Hadkalim Street Pardes Hanna IS 37021 Professional grant administration 57717 0 0 11019849 294221 0 11314070 0 0 11314070 169711 11144359 557218 557218 6094 6094 551124 0 551124 0 551124 582450 0 582450 551124 0 0 100028 109487 209515 582450 0 0 0 551124 31326 0 0 240841 0 0 0 0 0 0 100028 140813 109487 31326 X American Friends of Hand in Hand PO Box 80102 Portland OR 97280 None Public charity To support Israeli-Arab coeducation 50000 American Friends of IDC Herzliya 142 W 57th Street Floor 11 New York NY 10019 None Public charity To support and promote innovations in higher education that strengthen Israel and Jewish People 20000 Jewish Federations of North America Wall St Station PO Box 157 New York NY 10268 None Public charity To support Jewish Federations that change and save lives around the world by providing the full range of social services 15000 Jewish Funders Network 150 W 30th St Suite 900 New York NY 10001 None Public charity To support Jewish-Arab equality and shared society 35000 New Israel Fund 6 East 39th Street Ste 301 New York NY 10016 None Public charity To support the integration of Arab-Israeli teachers in Jewish schools, to support Arab-Israeli children with disabilities, to support the ideal of a shared society in Israel between Arabs and Jews 20000 PEF Israel Endowment Funds Inc 630 Third Avenue 15th Floor New York NY 10017 None Public charity To support music education for children of Ethiopian descent, to support therapy for families that have had a victim of sexual abuse, to support Israeli Arabs with disabilities, to support an education system in Israel that promotes a shared society between Jews and Arabs 235000 Social Good Fund PO Box 5473 Richmond CA 94805 None Public charity To sponsor and develop projects that will help positively impact and develop local communities into healthier and happier places to live, work, and be 15000 The American Jewish Joint Distribution Committee PO Box 4124 New York NY 10163 None Public charity To help provide a high-impact disaster relief around the world 5000 Drala Mountain Center 151 Shabhala Way Red Feather Lakes CO 80545 None Public charity To support the organization that strives to create the enlightened society for future generations 10000 America-Israel Democracy Coalition 543 Foxglove Ln Wynnewood PA 19096 None Public charity To support medical,psycho-social, and physical recovery of those affected by the October 7th attack on Israel 40000 J Street Education Fund 1828 L St NW Ste 240 Washington DC 20036 None Public charity To support access to education related to democracy in Israel 15000 American Friends of Jordan River Village 244 Madison Ave Ste 482 New York NY 10016 None Public charity To support hostages and their families who suffered from the Oct. 7 attacks 15000 ELEM Youth in Distress 121 W36th St Ste 329 New York NY 10018 None Public charity To support the needs of teens affected by trauma 20000 Roger Williams University School of Law 10 Metacom Ave Bristol RI 02809 None Public charity To support the study of race in the law 15000 Friends of Givat Haviva 500 7th Ave 8th Floor New York NY 10018 None Public charity to support Hebrew language education for Arab students 30000 540000 0 14 6030 14 227557 18 307628 0 541215 0 541215 0 0 0 0 0 0 0 0 0 0 Accounting fees 7495 2998 4497 Corporate Bonds 1558708 1512180 Corporate Stocks 4302164 6543638 499866 480778 35002 32756 Mutual Funds,ETFs AT COST 2644588 2966394 Other Interest Bearing Obligations AT COST 123647 132421 Legal fees 565 226 339 Office supplies and expenses 724 290 434 Administrative assistance 60717 24287 36430 Investment advisory fees 70483 70483 0 State filing fees 750 0 750 Foreign tax paid 4515 4515 0