2024-11-06T14:09:00-08:00 2023-12-31 942188070 MHTB Accountancy Group of Silicon Valley 1655 Willow St San Jose CA 95125 990PF 2023-01-01 753011479 THE LIORA & LEVY GERZBERG FAMILY FOUNDATION LIOR 4088871618 PO BOX 1824 LOS ALTOS CA 94023 LEVY GERZBERG President 2024-11-05 true true Marcia Nunez CPA P01453126 4082664755 2023 2024-10-15 13:58:12Z X 1647139 X 7197 X 35686 35686 35686 28032 904035 28032 70915 63718 35686 4787 8716 769 18663 18125 5405 51060 5405 0 79218 79218 130278 5405 79218 -59363 58313 35686 56513 29025 29025 4760 6401 30956 1419168 1419528 1587158 7407 7407 1480441 1454954 1647139 5657 40123 2965 2219 8622 42342 X 1471819 1412612 1471819 1412612 1480441 1454954 1471819 -59363 156 1412612 1412612 1024.328 ALPS FUNDS CCM CMDTS SM STRGY INV P 2023-04-18 2023-08-01 7898 8000 -102 -102 275 ISHARES TRUST 20 YR TR BD P 2023-01-01 2023-03-09 27908 27978 -70 -70 95 ISHARES US ETF TRUST BLACKROCK P 2022-11-22 2023-08-01 4714 4674 40 40 20 DOCUSIGN INC COM P 2017-01-27 2023-06-14 1082 326 756 756 5033.884 ALPS FUNDS CCM CMDTS SM STRGY INV P 2020-01-01 2023-08-01 38811 40914 -2103 -2103 810 ISHARES US ETF TRUST BLACKROCK P 2022-05-05 2023-08-01 40192 40055 137 137 65 NVIDIA CORP COM P 2017-03-01 2023-12-31 21718 1661 20057 20057 60 SHOCKWAVE MEDICAL INC COM P 2020-02-24 2023-04-18 16099 2661 13438 13438 400 VANGUARD GROWTH ETF P 2020-01-01 2023-08-01 116683 111478 5205 5205 400 NOVOCURE LTD COM P 2016-07-28 2023-12-31 29234 3586 25648 25648 584.0392 DFA US LARGE CAP VALUE I P 2021-01-01 2023-11-29 124307 131125 -6818 -6818 4685.436 DFA US LARGE CAP VALUE I P 2023-01-01 2023-11-29 199450 198020 1430 1430 733.7121 GUGGENHEIM MACRO OPPS P 2021-04-01 2023-11-29 17484 20098 -2614 -2614 333.7969 GUGGENHEIM MACRO OPPS P 2023-01-01 2023-11-29 7954 8001 -47 -47 8968.55 METROPOLITAN WEST FUNDS TOTAL RET BOND P 2023-01-01 2023-11-29 79626 82048 -2422 -2422 454.044 T. ROWE PRICE MID-CAP GROWTH P 2021-01-01 2023-11-29 44860 54672 -9812 -9812 11.236 T. ROWE PRICE MID-CAP GROWTH P 2022-12-13 2023-11-29 1110 1047 63 63 1907.365 TCW EMERGING MARKETS INCOME P 2021-01-01 2023-11-29 15221 19928 -4707 -4707 1251.564 TCW EMERGING MARKETS INCOME P 2023-08-01 2023-11-29 9987 10000 -13 -13 894.436 VICTORY FUNDS SYCAMORE ESTABLISHED VALUE P 2021-01-01 2023-11-29 40852 44207 -3355 -3355 2700.158 VIRTUS WESTCHESTER EVENT DRIVEN P 2020-01-01 2023-11-29 29108 32024 -2916 -2916 388.616 WASATCH CORE GROWTH P 2020-01-01 2023-11-29 29737 33500 -3763 -3763 28032 -1121 811 811 811 320 320 X 2 493 0 false false false false false false false true true CA true false false false false true N/A LIORA GERZBERG 6509960285 PO BOX 1824 LOS ALTOS CA 940231824 false false false false false false false false false false false false false false false false false false false false false false LEVY GERZBERG PO BOX 1824 LOS ALTOS CA 940231824 President 16.00 0 LIORA GERZBERG PO BOX 1824 LOS ALTOS CA 940231824 CFO 16.00 0 SCOTT A ROSS 800 OAK GROVE AVE SUITE 250 MENLO PARK CA 94025 Secretary 16.00 0 NONE NONE 1503461 42769 0 1546230 0 1546230 23193 1523037 76152 76152 811 811 75341 75341 75341 79218 79218 75341 6349 6349 79218 0 75341 3877 10226 0 6349 3877 3877 LEVY GERZBERG LIORA GERZBERG X AMERICAN ISRAEL PUBLIC AFFAIRS COMM 251 H STREET NW WASHIGNTON DC 20001 NONE PC STRENGHTHEN US ISRAEL RELATIONSHIP 1000 FRIENDS OF THE ISRAEL DEFENSE FORCE 870 MARKET STREET 1015 SAN FRANCISCO CA 94102 NONE PC IMPACT SCHOLARSHIP PROGRAM; HIGH EDUCATION SCHOLARSHIPS FOR VETERANS OF THE ISRAEL ARMY 6000 CANCER COMMONS 5050 EL CAMINO REAL SUITE 215 LOS ALTOS CA 94022 NONE PC GUIDE CANCER PATIENTS TO NEW CANCER TREATMENTS 5150 OSHMAN FAMILY JEWISH COMM CENTER 3921 FABIAN WAY PALO ALTO CA 94303 NONE PC Supporting a non profit community organization for education and community services 2575 UCSF CARDIOLOGY COUNCIL 505 PARNASSUS AVE 0124 SAN FRANCISCO CA 94143 NONE PC TRAINING THE NEXT GENERATION OF CARDIOLOGISTS,PERFORMING RESEARCH AND CARING FOR PATIENTS 500 CONSUMER TECHNOLOGY ASSOCIATION 1919 S EADS ST ARLINGTON VA 22202 DIRECTOR PC MISSION IS TO LINK SENIORS AND DISABLED PERSONS WITH TECHNOLOGIES TO ENHANCE THEIR LIVES. 5650 AMERICAN FRIENDS OF RAMBAM HOSPITAL 226 W 26TH STREET FL8 NEW YORK NY 10001 DIRECTOR PC Contribute funds to non profit medical center for medical research and treatment of sudden cardiac death. 10000 US HOLOCAUST MEMORIAL 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PC DEDICATED TO THE DOCUMENTATION, STUDY, AND INTERPRETATION OF HOLOCAUST HISTORY 515 HEADSTART SVI HANACHAL 2 EMEK HAFTER INDUSTRI ISRAEL IS NONE PC Education and support for women in distress to help turn their lives around 789 JEWISH COMMUNITY FEDERATION OF SF 121 STEUART ST SAN FRANCISCO CA 94105 NONE PC TO MOBILIZE INNOVATION, COLLABORATION AND INVESTMENT TO SHAPE DIVERSE AND SYNAMIC BAY AREA JEWISH COMMUNITIES 7000 SWIM ACROSS AMERICA - CANCER RESEAR 11600 N COMMUNITY HOUSE ROAD100 CHARLOTTE NC 28277 NONE PC SUPPORTING CHILDREN CANCER PROGRAMS AT UCSF CHILDREN HOSPITALS IN SAN FRANCISCO AND OAKLAND CALIFORNIA 5050 WATER WORLD SWIM CHARITY EVENT 145 TOWN CENTER 495 CORTE MADERA CA 94925 NONE PC SWIM FROM THE HEART EVENT-SUPPORT RAMBAM HEALTHCARE IN RESEARCH TO PREDICT AND PREVENT SUDDEN CARDIAC DEATH IN CHILDREN AND ADULTS 2306 FRIENDS OF ASOR FUND USA INC ONE COMMERCE PLAZA 99 WASHINGTON ALBANY NY 12210 NONE PC Provide support for Holocaust survivors; Support abused women recovery - Mifrasim - Sailing for Change 2022 12000 STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 NONE NC SWIM FOR SARA - GI CANCER RESEARCH FUND 1000 AMERICA GIVES PO BOX 3263 WASHINGTON DC DC 20010 PC SUPPORTING ISRAEL THROUGH THE ISRAELGIVES FOUNDATION 275 ANTIDEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 PC STOP THE DEFAMATION OF THE JEWISH PEOPLE AND SECURE JUSTICE AND FAIR TREATMENT FOR ALL 1042 CHABAD ISRAELI COMMUNITY CENTER LOS 1758 MARICH WAY MOUNTAIN VIEW CA 94040 PC Supporting non profit organization for helping needy individuals and for social and community programs 2849 MAGEN DAVID ADOM 5 HAPLADA ST OR YEHUDA OR YEHUDA IS 6021805 PC Provide emergency medical relief to patients across Israel 1000 NATIONAL EATING DISORDER 333 MAMANORECK AVE 214 NEW YORK NY 10605 PC Works to build awareness and support for those with eating disorders 1052 POETIC 3975 AMBOY ROAD SUITE 210 STATEN ISLAND NY 10308 PC Supporting childhood cancer research 5215 ST JUDE CHILDREN'S RESEARCH 262 DANNY THOMAS PL MEMPHIS TN 38105 PC Treating childhood cancer and other diseases 1000 YOUNG ENTREPRENEURS - JGIVE 43 LUBLIN TR LAKEWOOD NJ 08701 PC SUPPORT FOR YOUNG ENTREPRENURES TO SUCEED IN THE BUSINESS WORLD 7250 79218 14 35686 18 28032 63718 63718 false false false false false false false false false false ACCOUNTING FEES 2775 0 0 0 BOOKKEEPING FEES 2012 0 0 0 381 SHRS - NOVOVURE LTD 3416 5688 35 SHRS - ALPHABET INC 1117 4889 34 SHRS - AMAZON.COM 862 5166 15 SHRS - META PLATFORMS 495 5309 20 SHRS - NVIDIA CORP 511 9904 Miscellaneous 7407 7407 BANK SERVICE CHARGES 99 99 INVESTMENT FEES 5306 5306 MEETING EXPENSE 10582 OTHER EXPENSE 815 POSTAGE 244 SUPPLIES 1079 IRS REFUND 156 ADVANCE - LEVY 2965 2219 IT COMPUTER SERVICE 900 0 0 0 OTHER LEGAL AND PROFESSIONAL 7816 0 0 0 CALIFORNIA STATE FEES 45 FEDERAL TAXES 724