2025-05-13T13:42:21-05:00 2024-06-30 751854024 BLAND GARVEY PC 2600 N CENTRAL EXPY 550 RICHARDSON TX 750802007 990 2023-07-01 752920381 AARON ZACHARY GRUEN ENDOWMENT FUND AARO 2142953400 12324 MERIT DRIVE DALLAS TX 75251 STEVEN ROSENBERG PRESIDENT 2142953400 2025-05-12 1 1 LAURA ZERGER P01216964 9722312503 2025-05-12 2023 2025-03-06 01:10:19Z STEVEN ROSENBERG 12324 MERIT DRIVE DALLAS TX 75251 36048 0 X N/A X 2001 TX EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM FUNCTIONS OF, AND/OR TO CARRY OUT THE PURPOSES OF AKIBAYAVNEH ACADEMY. 7 7 0 0 0 0 7300 0 0 0 47420 36048 0 0 54720 36048 0 0 0 0 0 0 0 0 0 44730 50420 44730 50420 9990 -14372 1283706 1104502 0 0 1283706 1104502 TO SUPPORT THE GENERAL OPERATIONS OF AKIBAYAVNEH ACADEMY. 0 0 47572 SOLE PURPOSE IS TO BENEFIT AKIBAYAVNEH ACADEMY. 47572 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X THE ORGANIZATION 2142953400 12324 MERIT DRIVE DALLAS TX 75251 X STEVEN ROSENBERG PRESIDENT 0.00 X X 0 0 0 DEBORAH GRUEN VICE PRESIDENT 0.00 X X 0 0 0 ALYSSA GRUEN DIRECTOR 0.00 X 0 0 0 RICHARD ROHAN SECRETARY 0.00 X X 0 0 0 PAM FINE DIRECTOR 0.00 X 0 0 0 MARK KREDITOR TREASURER 0.00 X X 0 0 0 LISA STROBEL DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 0 31325 31325 4723 0 4723 4723 4723 36048 0 0 36048 2848 2848 47572 47572 50420 47572 2848 0 32889 1283706 1071613 1283706 1104502 0 0 X 0 0 0 0 1283706 1104502 1283706 1104502 1283706 1104502 -14372 -164832 0 X X 0 1 X 1 0 X X 1 AKIBAYAVNEH ACADEMY 752470261 2 1 47572 0 1 47572 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 0 PART IV, SECTION D, LINE 2: THE ENDOWMENT MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH AKIBAYAVNEH ACADEMY BY SUPPORTING THE ACADEMY'S STUDENTS WITH SCHOLARSHIPS. PART IV, SECTION E, LINE 2A: THE ENDOWMENT PROVIDES AN ANNUAL DISTRIBUTION SUPPORTING THE STUDENTS THROUGH TUITION ASSISTANCE. 0 INVESTMENT IN STIFEL 1071613 C 1071613 X PART X, LINE 2: AARON ZACHARY GRUEN ENDOWMENT FUND WAS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF AKIBAYAVNEH ACADEMY. THE FOOTNOTE INCLUDED IN AKIBAYAVNEH ACADEMY FINANCIAL STATEMENTS IS: THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL FILES THE REQUIRED ANNUAL FEDERAL INFORMATIONAL RETURN FOR TAX-EXEMPT ORGANIZATIONS. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2021. FORM 990, PART VI, SECTION A, LINE 2 FAMILY MEMBERS ON BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE, ANY CORRECTIONS ARE MADE BY THE AUDITORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION CONSIDERED REQUESTS FOR THE DOCUMENTS ON A CASE-BY-CASE BASIS. IN CASES IN WHERE THE ORGANIZATION HAS AGREED TO MAKE DOCUMENTS AVAILABLE, INSPECTION OCCURS EITHER AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES, OR AT THE OFFICES OF A DESIGNATED AGENT. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEARS. AKIBAYAVNEH ACADEMY 12324 MERIT DRIVE DALLAS TX 75251 752470261 EDUCATION TX 501(C)(3) 509(A)(3) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AKIBA YAVNEH ACADEMY OF DALLAS B 47572 CASH