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← BELZ 2008 FOUNDATION

Form 990 for tax year 2024

Filed by BELZ 2008 FOUNDATION.

Totals

Total revenue
$2,570,497
Total expenses
$254,528
Contributions and grants received
$0
Grants paid
$183,226
Program service revenue
$0
Investment income
$2,570,495
Other revenue
$2
Total assets, end of year
$46,223,195
Total liabilities, end of year
$7,247,999
Net assets or fund balances, end of year
$38,975,196
Program services expenses (Part IX)
$183,226
Management and general expenses
$71,302
Fundraising expenses
$0
Program service expenses (Part III)
$183,226

Program services were 72.0% 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.

  • 3 · Investment income

    total $1,381,266 · excluded $1,381,266

  • 7a · Gross sales of assets other than inventory

    securities $1,189,229

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

    securities $0

  • 7c · Gain or loss

    securities $1,189,229

  • 7d · Net gain or loss

    total $1,189,229 · excluded $1,189,229

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $2 · excluded $2

  • 11e · Other revenue, total

    $2

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $183,226 · program services $183,226

  • 11f · Fees: investment management

    total $65,492 · management and general $65,492

  • 11g · Fees: other

    total $5,810 · management and general $5,810

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $7,418,090 · end of year $3,588,951

  • 11 · Investments: publicly traded securities

    beginning of year $34,927,447 · end of year $42,569,321

  • 15 · Other assets

    beginning of year $0 · end of year $64,923

  • 18 · Grants payable

    beginning of year $7,779,059 · end of year $7,247,999

  • 28 · Net assets with donor restrictions

    beginning of year $34,566,478 · end of year $38,975,196

Mission and programs · 2024

Mission

THE FOUNDATION IS ORGANIZED TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES SOLELY FOR THE BENEFIT OF, AND TO FURTHER THE PURPOSES OF, THE JEWISH FOUNDATION OF MEMPHIS, A NONPROFIT CHARITABLE ORGANIZATION.

Activities or mission (Part I)

SEE SCHEDULE O

  • THE FOUNDATION IS A SUPPORTING ORGANIZATION FOR THE JEWISH FOUNDATION OF MEMPHIS. AS OF DECEMBER 31, 2013, THE FOUNDATION'S FUNDS WERE AVAILABLE TO BE USED FOR THE BENEFIT OF THE JEWISH FOUNDATION. DURING THE CURRENT YEAR, THE ORGANIZATION MADE PAYMENTS TO IRC SECTION 501(C)(3) ORGANIZATIONS AT THE DIRECTION OF THE JEWISH FOUNDATION OF MEMPHIS.

    Expenses $183,226 · Grants $183,226

As filed on the 2024 return.

Listed in Part VII

  • Laura Linder

    PRESIDENT/CEO

    Total calculated
    $267,143
    From this org
    $0
    From related orgs
    $267,143
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,143 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $267,143 related

  • Jack Belz

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Ronald Belz

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Martin Belz

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Andrew Groveman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Ronald Harkavy

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jason Salomon

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Cindy Feinstone

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Pace Cooper

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Lawson Arney

    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

  • 3 · Compensation committee

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • JEWISH COMMUNITY PARTNERS INC

    C · MANAGEMENT · TN

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202611349349312096

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