2026-06-29T09:30:54-07:00 2025-09-30 331853052 FISHMAN BLOCK DIAMOND BY CERITY PARTNERS 16830 VENTURA BLVD SUITE 400 ENCINO CA 91436 990PF 2024-10-01 954824595 THE MILSTEIN FAMILY FOUNDATION MILS 8189957965 15910 VENTURA BLVD 700 ENCINO CA 91436 ADAM MILSTEIN President & CEO 2026-06-29 true true STEVEN J FISHMAN CPA P00160721 8187837140 2024 2025-03-06 01:10:19Z X 19639660 X 1601500 52006 52006 56532 56532 -376275 613274 308732 308732 1642495 417270 274910 69840 7432 1888 61190 15545 995 995 2638 78741 12215 374246 812367 88268 0 1504579 1504579 2316946 88268 1504579 -674451 329002 43731 43724 43724 13164 48101 48101 5567815 5589744 5709376 1056261 1056261 1052274 6808652 6800735 12786185 13489623 13538565 19639660 3685 1101 3685 1101 X 13485938 13537464 13485938 13537464 13489623 13538565 13485938 -674451 725977 13537464 13537464 12,765.957 DODGE & COX P 2001-01-01 2024-11-26 161955 171960 -10005 -10005 7,705.582 DODGE & COX P 2001-01-01 2025-08-21 97990 103623 -5633 -5633 3,900 PIONEER DIVERSIFIED P 2001-01-01 2025-09-30 44440 14873 29567 29567 2.747 AB WEALTH APPRECIATION P 2024-01-24 2024-10-16 61 51 10 10 BERNSTEIN 888-D1152 P 2024-01-01 2024-01-01 115071 110199 4872 4872 BERNSTEIN 888-D1152 P 2001-01-01 2024-12-31 191132 178253 12879 12879 GREY K ENVIRONMENTAL OFFSHORE FUND II P 2001-01-01 2025-09-30 1628 410590 -408962 -408962 Capital Gain Dividends 997 -376275 4573 4573 4573 8000 8000 3427 3427 false false false false false false false true true CA true false true false false true www.milsteinff.org FISHMAN BLOCK DIAMOND LLP 8187837140 16830 VENTURA BLVD SUITE 400 ENCINO CA 91436 false false false false false false false false false false false false false false false false false false false false false false ADAM MILSTEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 President 0.00 0 GILA MILSTEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 Secretary 0.00 0 ELENA YACOV 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 EXEC DIRECTOR 45.00 175837 AYDEN HIRSHBEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 COMM MANAGER 40.00 99073 NONE 6735966 74360 12366810 19177136 0 19177136 287657 18889479 944474 944474 4573 4573 939901 939901 939901 1504579 1504579 939901 268533 155906 162095 420659 625409 1632602 1504579 0 939901 564678 2197280 0 268533 1928747 155906 162095 420659 625409 564678 X AMERICAN ISRAEL EDUCATION FOUNDATIO 251 H STREET NW WASHINGTON DC 20001 N/A CHARITY GENERAL USE 50000 HASBARA FELLOWSHIPS 520 8TH AVENUE 20TH FLOOR NEW YORK NY 10018 N/A CHARITY GENERAL USE 20000 ISRAELI AMERICAN COUNCIL IAC 9440 SOUTH SANTA MONICA BOULEVARD BEVERLY HILLS CA 90210 N/A CHARITY GENERAL USE 25000 ALEPH INSTITUTE 9540 COLLINS AVENUE SURFSIDE FL 33154 N/A CHARITY GENERAL USE 5000 CHABAD OF BAKERSFIELD 6901 MCDIVITT DRIVE C BAKERSFIELD CA 93313 N/A CHARITY GENERAL USE 7000 HERITAGE RETREATS 557 FENLON BLVD CLIFTON NJ 07014 N/A CHARITY GENERAL USE 1800 JEWISH PARTISAN EDUCATIONAL FOUNDAT 2107 VAN NESS AVE STE 302 SAN FRANCISCO CA 94109 N/A CHARITY GENERAL USE 1200 EM HABANIM 5850 LAUREL CANYON BLVD VALLEY VILLAGE CA 91607 N/A CHARITY GENERAL USE 6000 JEWISH FUNDERS NETWORK 130 W 30TH ST RM 900 NEW YORK NY 10001 N/A CHARITY GENERAL USE 14699 JEWISH INSTITUTE FOR NATIONAL SECUR 1307 NEW YORK AVE NW SUTIE 200 WASHINGTON DC 20005 N/A CHARITY GENERAL USE 25000 LEUKEMIA LYMPHOMA SOCIETY 1311 MAMARONECK AVENUE SUITE 310 WHITE PLAINS NY 10605 N/A CHARITY GENERAL USE 1200 STAND BY ME 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 RELATED ORGANIZATION CHARITY GENERAL USE 50000 CHILDRENS HOSPITAL OF LOS ANGELES 4650 W SUNSET BLVD LOS ANGELES CA 90027 N/A CHARITY GENERAL USE 1200 EUROPEAN LEADERSHIP NETWORK 10573 WEST PICO BLVD 369 LOS ANGELES CA 90064 N/A CHARITY GENERAL USE 25000 MESIVTA OF GREATER LOS ANGELES 25115 MUREAU ROAD CALABASAS CA 91302 N/A CHARITY GENERAL USE 2000 AMERICAN CANCER SOCIETY PO BOX 22718 OKLAHOMA CITY OK 73123 N/A CHARITY GENERAL USE 1200 MULTIPLE SCLEROSIS SOCIETY 5150 GOLDLEAF CIRCLE 400 LOS ANGELES CA 90056 N/A CHARITY GENERAL USE 1200 AMERICAN ISRAELI COOPERATIVE ENTERP 2810 BLAINE DRIVE CHEVY CHASE MD 20815 N/A CHARITY GENERAL USE 10000 BIRTHRIGHT ISRAEL PO BOX 1784 NEW YORK NY 10156 N/A CHARITY GENERAL USE 20000 CITY OF HOPE 1055 WILSHIRE BLVD 1200 LOS ANGELES CA 90017 N/A CHARITY GENERAL USE 1200 HILLEL OF SILICON VALLEY 44 S 11TH ST SAN JOSE CA 95112 N/A CHARITY GENERAL USE 10000 ISRAEL ON CAMPUS COALITION 800 8TH ST NW WASHINGTON DC 20001 N/A CHARITY GENERAL USE 46000 ISRAEL ALLIES FOUNDATION 1150 CONNECTICUT AVENUE NW WASHINGTON DC 20036 N/A CHARITY GENERAL USE 15000 LEHOSHEET YAD 1155 S BOYLE AVE LOS ANGELES CA 90023 N/A CHARITY GENERAL USE 5000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVE NEW YORK NY 10017 N/A CHARITY GENERAL USE 96000 STUDENTS SUPPORTING ISRAEL 5775 WAYZATA BLVD ST LOUIS PARK MN 55416 N/A CHARITY GENERAL USE 35000 AMERICAN FRIENDS OF SHANTI HOUSE 8740 SAINTS IVS DR LOS ANGELES CA 90069 N/A CHARITY GENERAL USE 20000 CHABAD JEWISH STUDENT CENTER AT BER 2516 WARRING STREET BERKELEY CA 94704 N/A CHARITY GENERAL USE 3600 HONEST REPORTING 165 EAST 56TH STREET 2ND FLOOR NEW YORK NY 10022 N/A CHARITY GENERAL USE 20000 JEWISH COMMUNITY CHILDREN'S CHOIR 9326 SAWYER STREET LOS ANGELES CA 90035 N/A CHARITY GENERAL USE 1200 JEWISH NEWS SERVICE PO BOX 610100 NEWTON MA 02461 N/A CHARITY GENERAL USE 10000 PHILOS PROJECT INC 79 MADISON AVE 7TH FL NEW YORK NY 10016 N/A CHARITY GENERAL USE 45000 VALLEY BETH SHALOM 15739 VENTURA BLVD ENCINO CA 91436 N/A CHARITY GENERAL USE 11680 ISRAEL EMERGENCY ALLIANCE PO BOX 341069 LOS ANGELES CA 90034 N/A CHARITY GENERAL USE 50000 FOUNDATION FOR DEFENSE OF DEMOCRACI PO BOX 33249 WASHINGTON DC DC 20033 N/A CHARITY GENERAL USE 50000 HESCHEL FUND 17701 DEVONSHIRE STREET NORTHRIDGE CA 91325 N/A CHARITY GENERAL USE 10000 CHABAD OF BEL AIR 2934 1/2 BEVERLY GLEN CIRCLE 16 BEL AIR CA 90077 N/A CHARITY GENERAL USE 1800 JEWISH COMMUNITY FOUNDATION 6505 WILSHIRE BLVD SUITE 1200 LOS ANGELES CA 90048 N/A CHARITY GENERAL USE 50000 ST JUDE CHILDREN'S RESEARCH HOSPITA 12365 LEWIS ST GARDEN GROVE CA 92840 N/A CHARITY GENERAL USE 1200 TEACH FOR ISRAEL 2525 STAFFORD PL COLUMBUS OH 43209 N/A CHARITY GENERAL USE 10000 ZACHOR LEGAL INSTITUTE 5919 US HIGHWAY 84 RED LEVEL AL 36474 N/A CHARITY GENERAL USE 25000 DE TOLEDO HIGH SCHOOL 22622 VANOWEN STREET WEST HILLS CA 91307 N/A CHARITY GENERAL USE 10000 HADASSAH MAGAZINE 40 WALL STREET 8TH FL NEW YORK NY 10005 N/A CHARITY GENERAL USE 7000 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 N/A CHARITY GENERAL USE 25000 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 N/A CHARITY GENERAL USE 50000 REPORT INC PMB 225 1121 BETHLEHEM PIKE STE 60 SPRING HOUSE PA 19477 N/A CHARITY GENERAL USE 50000 SPECIAL OLYMPICS SOUTHERN CALIFORNI 1600 FORBES WAY 200 LONG BEACH CA 90810 N/A CHARITY GENERAL USE 1200 AMERICAN FRIENDS OF UNIT 669 35 CROSSBROOK ROAD LIVINGSTON NJ 07039 N/A CHARITY GENERAL USE 15000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 N/A CHARITY GENERAL USE 1200 CHABAD ISRAEL CENTER 1520 S ROBERTSON BLVD LOS ANGELES CA 90035 N/A CHARITY GENERAL USE 30000 HOLOCAUST MUSEUM LA 100 THE GROVE DRIVE LOS ANGELES CA 90036 N/A CHARITY GENERAL USE 2000 AMERICAN FRIENDS OF ISRAEL NAVY SEA PO BOX 20080 NEW YORK NY 10001 N/A CHARITY GENERAL USE 15000 CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 N/A CHARITY GENERAL USE 27000 STANFORD JEWISH CENTER 450 JANE STANFORD WAY BUILDING 360 STANFORD CA 94305 N/A CHARITY GENERAL USE 15000 TALKISRAEL FOUNDATION 15910 VENTURA BLVD SUITE 812 ENCINO CA 91436 N/A CHARITY GENERAL USE 50000 AMERICAN JEWISH UNIVERSITY 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 N/A CHARITY GENERAL USE 25000 ISRAEL-AMERICA ACADEMIC EXCHANGE 8383 WILSHIRE BLVD SUITE 400 BEVERLY HILLS CA 90211 N/A CHARITY GENERAL USE 18000 ISRAFEST FOUNDATION INC 292 S LA CIENEGA BLVD BEVERLY HILLS CA 90211 N/A CHARITY GENERAL USE 10000 MAMAN NONPROFIT 16113 VENTURA BLVD SUITE 340 ENCINO CA 91436 N/A CHARITY GENERAL USE 5000 OPENDOR MEDIA 11110 W OAKLAND PARK BLVD SUITE 288 SUNRISE FL 33351 N/A CHARITY GENERAL USE 25000 THE IMPACT FORUM FOUNDATION 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 RELATED ORGANIZATION CHARITY GENERAL USE 50000 US ISRAEL EDUCATION ASSOCIATION 402 OFFICE PARK DR 215 BIRMINGHAM AL 35223 N/A CHARITY GENERAL USE 25000 AMBASSADORS FOR ISRAEL INTERNATIONA 3021 RIDGE ROAD ROCKWALL TX 75087 N/A CHARITY GENERAL USE 1000 AMERICAN FRIENDS OF AISH HATORAH 1458 S ROBERTSON BLVD LOS ANGELES CA 90035 N/A CHARITY GENERAL USE 40000 CENTER FOR PEACE COMMUNICATIONS 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 N/A CHARITY GENERAL USE 65000 FRIENDS OF ISRAEL DISABLED VETERANS 1133 BROADWAY 828 NEW YORK NY 10010 N/A CHARITY GENERAL USE 2000 FRIENDS OF NAHAL HAREDI INC 26 BEZALEL STREET JERUSALEM IS 9540107 N/A CHARITY GENERAL USE 15000 GIVING GROUP COMMUNITY 500 COMMERCIAL STREET SUITE 4R BOSTON MA 02109 N/A CHARITY GENERAL USE 15000 HEBREW ORDER OF DAVID FOUNDATION 22 ELMGATE GARDENS EDGWARE MIDDLESEX UK HA8 9RT CHARITY GENERAL USE 10000 ISRAEL NOW FORUM PO BOX 794464 DALLAS TX 75379 N/A CHARITY GENERAL USE 5000 JERSULAEM FOUNDATION 17 WEST 60TH STREET 2ND FLOOR NEW YORK NY 10023 N/A CHARITY GENERAL USE 10000 MAGBIT FOUNDATOIN 9420 WILSHIRE BLVD 400 BEVERLY HILLS CA 90212 N/A CHARITY GENERAL USE 10000 MAGEN AM USA INC 1702 S ROBERTSON BLVD SUITE 216 LOS ANGELES CA 90035 N/A CHARITY GENERAL USE 15000 MIDDLE EAST MEDIA RESEARCH MEMRI PO BOX 27837 WASHINGTON DC 20038 N/A CHARITY GENERAL USE 25000 NATIONAL JEWISH ADVOCACY CENTER INC 1718 GENERAL GEORGE PATTON DR BRENTWOOD TN 37027 N/A CHARITY GENERAL USE 25000 PEPPERDINE UNIVERITY 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 N/A CHARITY GENERAL USE 10000 THINC FOUNDATION PO BOX 880538 SAN DIEGO CA 92168 N/A CHARITY GENERAL USE 5000 WEST COAST VAAD HACHESED 7220 BEVERLY BLVD SUITE 208 LOS ANGELES CA 90036 N/A CHARITY GENERAL USE 10000 1504579 52006 56532 -376275 AB SECURITIZED ASSETS FUND 149619 FREEDOM FINANCIAL DEBT FU 158988 OTHER INCOME 125 40995 40995 false false false false false false false false false false X X 1 ADAM GILA MILSTEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 1200000 X 2 WENDY MILSTEIN RADPARVAR 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 150000 X 3 LYRON MILSTEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 100000 X 4 NATALIE MILSTEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 150000 X ACCOUNTING 46095 11710 0 0 TAX PREP 15095 3835 0 0 CNB BONDS 6261 3849 STATE OF ISRAEL BONDS 1050000 1048425 DODGE & COX INC. & INCOME 279310 266404 CNB EQUITIES 265375 150560 TOTAL BERNSTEIN INVESTMENTS 4783019 5067052 GREY K INVIRONMENTAL HEDGE FUND PRINCIPAL GLOBAL DIVERSIFIED INC CL P 262040 225360 LEGAL FEES 7432 1888 0 0 FREEDOM FINANCIAL DEBT FUND 2023874 2015956 2002434 MYDA ADVANTAGE LTD. INVESTMENT 2107744 2107744 8106717 NPN FUND III 1177034 1177034 1177034 QYLUR CONVERTIBLE PROMISSORY NOTE 1500000 1500000 1500000 Rounding 1 ADVERTISING 20096 CONSULTING 150136 DUES & SUBSCRIPTIONS 9795 EMPLOYEE BENEFITS 33597 INSURANCE 6166 OPERATIONS 8661 OTHER EXPENSES 3290 RESEARCH 15000 SOCIAL MEDIA 43240 WEBSITE 84265 AB SECURITIZED ASSETS FUND 149619 149619 FREEDOM FINANCIAL DEBT FU 158988 158988 OTHER INCOME 125 125 BOOK/TAX DIFFERENCE 2584 CREDIT CARDS PAYABLE 3685 1101 INVESTMENT MANAGEMENT FEES 995 995 0 0 ADAM MILSTEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 WENDY MILSTEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 LYRON MILSTEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 NATALIE MILSTEIN 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 INTERNAL REVENUE SERVICE 2638