Skip to content
Nonprofiteer
← WENDY AND AVRON FOGELMAN FOUNDATION

Form 990 for tax year 2022

Filed by WENDY AND AVRON FOGELMAN FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 12 May 2023. matched by us Only the Part I totals and the names listed in Part VII 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
$2,743,089
Total expenses
$7,591,546
Contributions and grants received
$2,660,003
Grants paid
$7,591,546
Program service revenue
$0
Investment income
$83,086
Other revenue
$0
Total assets, end of year
$6,394,260
Total liabilities, end of year
$6,420,366
Net assets or fund balances, end of year
-$26,106
Program services expenses (Part IX)
$7,591,546
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$7,591,546

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

    $2,660,003

  • 3 · Investment income

    total $80,734 · excluded $80,734

  • 7a · Gross sales of assets other than inventory

    securities $2,352

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $2,352

  • 7d · Net gain or loss

    total $2,352 · excluded $2,352

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,591,546 · program services $7,591,546

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $4,932,768 · end of year $6,394,260

  • 18 · Grants payable

    end of year $6,420,366

  • 28 · Net assets with donor restrictions

    beginning of year $4,932,768 · end of year -$26,106

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 ACTIVITIES OF THE JEWISH FOUNDATION OF MEMPHIS.

Activities or mission (Part I)

SEE SCHEDULE O

  • 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 $25,000 WERE MADE DURING THE CURRENT YEAR.

    Expenses $7,591,546 · Grants $7,591,546

As filed on the 2022 return.

Listed in Part VII

  • LAURA LINDER

    PRESIDENT/CEO

    Total calculated
    $243,194
    From this org
    $0
    From related orgs
    $243,194
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,194 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $243,194 related

  • JASON SALOMON

    JFOM CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LAWSON ARNEY

    JFOM VICE CHAIR FINANCE

    Total calculated
    $0
    Hours/week
    1

  • PACE COOPER

    JFOM SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY MORRISON

    JFOM IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES JALENAK

    JFOM PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KEN STEINBERG

    JFOM PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • 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

  • 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
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349318914

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.