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Nonprofiteer
← WENDY AND AVRON FOGELMAN FOUNDATION

Form 990 for tax year 2022

Filed by WENDY AND AVRON FOGELMAN FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 15 May 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$2,648,183 changed to $2,743,089
Total expenses
$1,171,180 changed to $7,591,546
Contributions and grants received
$2,580,001 changed to $2,660,003
Grants paid
$1,171,180 changed to $7,591,546
Investment income
$68,182 changed to $83,086
Total assets, end of year
$5,368,610 changed to $6,394,260
Total liabilities, end of year
$0 changed to $6,420,366
Net assets or fund balances, end of year
$5,368,610 changed to -$26,106
Program services expenses
$1,171,180 changed to $7,591,546
Program service expenses (Part III)
$1,171,180 changed to $7,591,546

Listed only on the earlier return

  • Irvin Skopp
  • Scott Vogel

Listed only on the later return

  • Lawson Arney
  • Pace Cooper

Listed under a different title

  • Anthony Morrison: CURRENT CHAI then JFOM IMMEDIATE PAST CHAIR
  • Charles Jalenak: PAST CHAIR J then JFOM PAST CHAIR
  • Jason Salomon: CURRENT TREA then JFOM CHAIR
  • Ken Steinberg: PAST CHAIR J then JFOM PAST CHAIR
  • Laura Linder: PRESIDENT/CE then PRESIDENT/CEO

Totals

Total revenue
$2,648,183
Total expenses
$1,171,180
Contributions and grants received
$2,580,001
Grants paid
$1,171,180
Program service revenue
$0
Investment income
$68,182
Other revenue
$0
Total assets, end of year
$5,368,610
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,368,610
Program services expenses (Part IX)
$1,171,180
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,171,180

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,580,001

  • 3 · Investment income

    total $65,830 · excluded $65,830

  • 7a · Gross sales of assets other than inventory

    securities $2,352

  • 7c · Gain or loss

    securities $2,352

  • 7d · Net gain or loss

    total $2,352 · related or exempt $2,352

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,171,180 · program services $1,171,180

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year -$1

  • 11 · Investments: publicly traded securities

    beginning of year $4,932,768 · end of year $5,368,611

  • 28 · Net assets with donor restrictions

    beginning of year $4,932,768 · end of year $5,368,610

Mission and programs · 2022

Mission

THE CORPORATION IS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF, AND TO CARRY OUT THE PURPOSES AND ACTIVITES OF THE JEWISH FOUNDATION OF MEMPHIS.

  • THE ORGANIZATION IS A SUPPORT ORGANIZATION FOR THE JEWISH FOUNDATION OF MEMPHIS. THE ORGANIZATION'S FUNDS ARE AVAILABLE TO BE USED FOR THE BENEFIT OF THE JEWISH FOUNDATION. PAYMENTS IN THE AMOUNT OF 1,171,000 WERE MADE DURING THE CURRENT YEAR.

    Expenses $1,171,180 · Grants $1,171,180

As filed on the 2022 return.

Listed in Part VII

  • Laura Linder

    PRESIDENT/CE

    Total calculated
    $262,986
    From this org
    $0
    From related orgs
    $245,700
    Other
    $17,286
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $245,700 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $13,028 related
    Nontaxable benefits
    not reported + $4,258 related
    Filer's total
    not reported + $262,986 related
  • Avron Fogelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hal Fogelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mark Fogelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Richard Fogelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Wendy Fogelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Charles Jalenak

    PAST CHAIR J

    Total calculated
    $0
    Hours/week
    1
  • Anthony Morrison

    CURRENT CHAI

    Total calculated
    $0
    Hours/week
    1
  • Jason Salomon

    CURRENT TREA

    Total calculated
    $0
    Hours/week
    1
  • Irvin Skopp

    PAST TREASUR

    Total calculated
    $0
    Hours/week
    1
  • Ken Steinberg

    PAST CHAIR J

    Total calculated
    $0
    Hours/week
    1
  • Scott Vogel

    CURRENT CHAI

    Total calculated
    $0
    Hours/week
    1
  • Earl Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
12 May 2023
IRS schema version
2022v5.0
Source object
202311329349307101

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