2025-11-13T14:49:27-08:00 2024-12-31 942188070 MHTB Accountancy Group of Silicon Valley 1655 Willow St San Jose CA 95125 990PF 2024-01-01 753011479 THE LIORA & LEVY GERZBERG FAMILY FOUNDATION LIOR 4088871618 PO BOX 1824 LOS ALTOS CA 94023 LEVY GERZBERG President 2025-11-11 true true Marcia Nunez CPA P01453126 4082664755 2024 2025-03-06 01:10:19Z X 1765151 X 1319 X 39289 39289 39289 34605 537083 34605 8816 75213 73894 48105 5242 7892 1848 14237 12002 99 41221 99 0 79462 79462 120683 99 79462 -45470 73795 48105 29025 54124 54123 6401 1319 28509 1419528 1349530 1682519 7407 7407 1454954 1404973 1765151 40123 12351 2219 10686 42342 23037 X 1412612 1381936 1412612 1381936 1454954 1404973 1412612 -45470 14794 1381936 1381936 810 ISHARES CORE US AGGREGATE BOND ETF P 2023-11-29 2024-05-09 78148 78133 15 15 34 AMAZON.COM INC P 2016-02-12 2024-01-03 5067 862 4205 4205 11923.33 DFA INTERMEDIATE GOVT FIXED-INCOME I P 2020-01-01 2024-05-09 128518 129530 -1012 -1012 4628.78 DFA INTERMEDIATE GOVT FIXED-INCOME I P 2022-12-23 2024-05-09 49892 50510 -618 -618 692.52 DFA INTERMEDIATE GOVT FIXED-INCOME I P 2023-03-09 2024-05-09 7464 7510 -46 -46 6602.03 DFA INTERMEDIATE GOVT FIXED-INCOME I P 2023-08-01 2024-05-09 71162 71510 -348 -348 338.16 DFA INTERNATIONAL VALUE I P 2023-08-01 2024-08-12 6985 6729 256 256 35 ALPHABET INC. A P 2015-10-02 2024-01-03 4876 1117 3759 3759 15 META PLATFORMS INC A P 2012-02-17 2024-01-03 5188 495 4693 4693 3942.66 TCW METWEST TOTAL RETURN BD I P 2024-01-01 2024-11-19 35351 35043 308 308 3860.92 TCW METWEST TOTAL RETURN BD I P 2024-05-09 2024-11-19 34618 34300 318 318 9.75 TCW METWEST TOTAL RETURN BD I P 2024-05-31 2024-11-19 87 86 1 1 14.34 TCW METWEST TOTAL RETURN BD I P 2024-06-28 2024-11-19 129 128 1 1 15.03 TCW METWEST TOTAL RETURN BD I P 2024-07-31 2024-11-19 135 137 -2 -2 13.51 TCW METWEST TOTAL RETURN BD I P 2024-08-30 2024-11-19 121 125 -4 -4 13.92 TCW METWEST TOTAL RETURN BD I P 2024-09-30 2024-11-19 125 130 -5 -5 15.18 TCW METWEST TOTAL RETURN BD I P 2024-10-31 2024-11-19 136 137 -1 -1 381 NOVOCURE LTD P 2020-01-01 2024-05-08 6090 3416 2674 2674 250 NOVOCURE LTD P 2016-07-28 2024-05-08 3996 2241 1755 1755 131 NOVOCURE LTD P 2016-07-28 2024-05-08 2094 1174 920 920 20 NVIDIA CORP P 2017-03-01 2024-01-03 9539 511 9028 9028 150 NVIDIA CORP P 2024-02-26 2024-11-25 20590 12342 8248 8248 1000 IQ HEDGE MULTI-STRATEGY TRACKER ETF P 2023-11-29 2024-01-30 30080 30580 -500 -500 135 VANGUARD FTSE EMERGING MARKETS ETF P 2023-08-01 2024-08-12 5907 5732 175 175 2803.74 VIRTUS WESTCHESTER EVENT DRIVEN I P 2024-01-30 2024-10-10 30785 30000 785 785 34605 8816 1026 1026 1026 1350 1350 324 0 324 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 8.00 0 LIORA GERZBERG PO BOX 1824 LOS ALTOS CA 940231824 CFO 5.00 0 SCOTT A ROSS 800 OAK GROVE AVE SUITE 250 MENLO PARK CA 94025 Secretary 1.00 0 NONE NONE 1664571 69831 0 1734402 0 1734402 26016 1708386 85419 85419 1026 1026 84393 84393 84393 79462 79462 84393 3877 3877 79462 0 79462 3877 3877 1054 LEVY GERZBERG LIORA GERZBERG X 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 4000 SWIM ACROSS AMERICA - CANCER RESEAR 8508 PARK RD 389 CHARLOTTE NC 28210 NONE PC Supporting Children Cancer Programs at UCSF Children Hospitals in San Francisco and Oakland, California 3276 THE BAY AREA FRIENDSHIP CIRCLE 3920 Fabian Way A023 PALO ALTO CA 94303 NONE ACTIVE CREATE INCLUSION AND FRIENDSHIP WITH THOSE CHILDREN AND TEENS WITH SPECIAL NEEDS 1905 CHOCHMAT HALEV 2215 PRINCE ST BERKELEY CA 94705 NONE ACTIVE OFFERS A COMMUNITY FOR THOSE SEEKING A PATH TO JEWISH SPIRITUAL AND ETHICAL PRACTICE 1000 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 1500 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. 5550 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 AMERICAN ISRAEL PUBLIC AFFAIRS COMM 251 H STREET NW WASHINGTON DC 20001 NONE PC STRENGTHEN US-ISRAEL RELATIONSHIP 1800 SECOND HARVEST 750 CURTNER AVE SAN JOSE CA 95125 NONE PC Feed hungy people by soliciting and distributing food. 500 PEF ISRALE ENDOWMENT FUND 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC CHALLENGE PROGRAM - HELPS CHILDREN, ADOLESCENTS AND ADULTS WITH PHYSICAL AND MENTAL DIABILITIES TO REHABILITATE THEMSELVES 5196 SILICON VALLEY JEWISH FF PO BOX 2190 CUPERTINO CA 95015 NONE PC SUPPORT CULTURAL COMMUNITY ACTIVITIES 1300 STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 NONE NC SWIM FOR SARA - GI CANCER RESEARCH FUND 3000 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 4308 POETIC 3975 AMBOY ROAD SUITE 210 STATEN ISLAND NY 10308 PC Supporting childhood cancer research 11493 BACH DANCING DYNAMITE SOCIETY PO BOX 302 EL GRANADA CA 94018 NONE PC PROMOTE ARTISTIC CREATIVITY, DIVERSITY AND FOSTER A LOVE OF THE JAZZ ART FORM 500 INTERNATIONAL FELLOWSHIP OF CHRISTI 303 E WACHER DR 2300 CHICAGO IL 60601 NONE PC BUILDING BRIDGES BETWEEN CHRISTIANS AND JEWS BY PROVIDING HUMANITARIAN CARE AND AID 250 ISREAL AMERICAN COUNCIL 5900 CANOGA AVE WOODLAND HILLS CA 91367 NONE PC MISSION IS TO BUILD AN ENGAGED AND UNITED ISRAELI-AMERICAN COMMUNITY THAT STRENGHTHENS THE ISRAELI AND JEWISH INDENTITY 1210 ISRAEL DEFENSE FORCES PO Box 4224 NEW YORK NY 10163 NONE PC EVENTBRITE EVENT TO SUPPORT THIS ORGANIZATION 80 ISRAEL GIVES 228 PARK AVE S 71410 NEW YORK NY 10003 NONE PC ISRAEL-RELATED CHARITY 3980 JGIVE - FRIENDS OF ASOR FUND USA 43 LUBLIN TR LAKEWOOD NJ 08701 NONE PC SUPPORT REHABILITATION CAMP FOR YOUNG VICTIMS 8600 PITCHONLEV 510 WEST BELMONT AV CHICAGO IL 60657 NONE PC CAMPAIGN FOR ISRAELI FAMILIES AND ELDERLY AFFECTED BY THE WAR 500 SOUTHEND ROWING 1873 FUND PO BOX 330180 SAN FRANCISCO CA 94133 NONE PC FUND SOUTHEND ROWING CLUB PROJECTS AND ASSIST MEMBERS 1000 UNITED HATZALAH 442 5TH AVE 1866 NEW YORK NY 10018 NONE PC SUPPORT THE LIFESAVING EFFORTS OF UNITED HATZALAH OF ISRAEL, THE FASTEST EMERGENCY MEDICAL FIRST RESPONSE 1000 THAT MAN MAY SEE UCSF BOX 0352 490 ILLINOIS ST 3RD SAN FRANCISCO CA 94143 NONE PC PROVIDE FREE SIGHT-RESTORING SURGERY FOR PATIENTS LIVING WITH CURABLE FORM OF BLINDNESS 1000 WATERWORLD SWIM FOR SIGHT UCSF BOX 0352 490 ILLINOIS ST 3RD SAN FRANCISCO CA 94143 PC PROVIDE FREE SIGHT-RESTORING SURGERY FOR PATIENTS LIVING WITH CURABLE FORM OF BLINDNESS 1364 79462 14 39289 18 34605 73894 73894 false false false false false false false false false false ACCOUNTING FEES 2750 0 0 0 BOOKKEEPING FEES 2492 0 0 0 15 SHRS - META PLATFORMS 125 SHRS - NVIDIA CORP 319 16786 155 SHRS - PALANTIR TECHNOLOGIES IN 1000 11723 Miscellaneous 7407 7407 BANK SERVICE CHARGES 99 99 CONFERENCES 649 MEETING EXPENSE 7553 OTHER EXPENSE 2861 POSTAGE 159 SUPPLIES 681 PRIOR PERIOD ADJUSTMENT 14794 ADVANCE - LEVY 2219 10686 OTHER LEGAL AND PROFESSIONAL 7892 0 0 0 CALIFORNIA STATE FEES 50 FEDERAL TAXES 1798