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Nonprofiteer
← BURTON WEIL FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by BURTON WEIL FAMILY FOUNDATION.

Totals

Total revenue
$1,403,798
Total expenses
$1,385,257
Contributions and grants received
$1,200,000
Grants paid
$1,288,153
Program service revenue
$0
Investment income
$203,798
Other revenue
$0
Total assets, end of year
$18,539,159
Total liabilities, end of year
$996,188
Net assets or fund balances, end of year
$17,542,971
Program services expenses (Part IX)
$1,385,057
Management and general expenses
$200
Fundraising expenses
$0
Program service expenses (Part III)
$1,385,057

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

    $1,200,000

  • 3 · Investment income

    total $402,161 · excluded $402,161

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

    securities $198,363

  • 7c · Gain or loss

    securities -$198,363

  • 7d · Net gain or loss

    total -$198,363 · excluded -$198,363

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,288,153 · program services $1,288,153

  • 11f · Fees: investment management

    total $96,904 · program services $96,904

  • 11g · Fees: other

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $15,550,495 · end of year $18,539,159

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,069 · end of year $0

  • 18 · Grants payable

    end of year $996,188

  • 28 · Net assets with donor restrictions

    beginning of year $15,549,426 · end of year $17,542,971

Mission and programs · 2023

Mission

THE CORPORATION IS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUCNTION 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. AS OF 2022, THE ORGANIZATION'S FUNDS WERE AVAILABLE TO BE USED FOR THE BENEFIT OF THE JEWISH FOUNDATION. DURING THE CURRENT YEAR, THE ORGANIZATION MADE PAYMENTS TO SEC 501(C)(3) ORGANIZATIONS AT THE DIRECTION OF JEWISH FOUNDATION OF MEMPHIS.

    Expenses $1,385,057 · Grants $1,288,153

As filed on the 2023 return.

Listed in Part VII

  • Laura Linder

    PRESIDENT/CEO

    Total calculated
    $250,775
    From this org
    $0
    From related orgs
    $250,775
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,775 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $250,775 related

  • Jason Salomon

    JFOM CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lawson Arney

    JFOM APPOINTEE

    Total calculated
    $0
    Hours/week
    1

  • Pace Cooper

    JFOM APPOINTEE

    Total calculated
    $0
    Hours/week
    1

  • Burton Weil

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shirley Weil

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven Weil

    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
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349314970

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