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Nonprofiteer
← BNAI ZION FOUNDATION INC

Form 990 for tax year 2025

Filed by BNAI ZION FOUNDATION INC.

Totals

Total revenue
$2,550,582
Total expenses
$3,491,253
Contributions and grants received
$2,150,634
Grants paid
$100,209
Program service revenue
$37,100
Investment income
$1,285,304
Other revenue
-$922,456
Total assets, end of year
$14,214,695
Total liabilities, end of year
$3,185,169
Net assets or fund balances, end of year
$11,029,526
Program services expenses (Part IX)
$3,086,269
Management and general expenses
$223,440
Fundraising expenses
$181,544
Program service expenses (Part III)
$3,086,269

Program services were 88.4% 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

    $2,150,634

  • 2a · Program service revenue: PLOT RESERVATION REVENUE

    total $37,100 · related or exempt $37,100

  • 3 · Investment income

    total $396,609 · excluded $396,609

  • 6a · Gross rents

    real property $77,544

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $77,544

  • 6d · Net rental income or loss

    total $77,544 · excluded $77,544

  • 7a · Gross sales of assets other than inventory

    securities $5,021,256

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

    securities $4,132,561

  • 7c · Gain or loss

    securities $888,695

  • 7d · Net gain or loss

    total $888,695 · excluded $888,695

  • 11a · Other revenue: LOSS ON INVESTMENT IMPAIRMENT

    total -$1,000,000 · excluded -$1,000,000

  • 11e · Other revenue, total

    -$1,000,000

Functional expenses

Part IX, the statement of functional expenses.

  • 3 · Grants to foreign organizations and individuals

    total $100,209 · program services $100,209

  • 5 · Compensation of officers, directors and key employees

    total $724,760 · program services $508,585 · management and general $119,269 · fundraising $96,906

  • 7 · Other salaries and wages

    total $185,302 · program services $137,559 · management and general $26,341 · fundraising $21,402

  • 9 · Other employee benefits

    total $14,513 · program services $10,304 · management and general $2,322 · fundraising $1,887

  • 10 · Payroll taxes

    total $42,500 · program services $30,175 · management and general $6,800 · fundraising $5,525

  • 11b · Fees: legal

    total $9,447 · program services $6,707 · management and general $1,512 · fundraising $1,228

  • 11c · Fees: accounting

    total $116,107 · program services $82,436 · management and general $18,577 · fundraising $15,094

  • 11f · Fees: investment management

    total $94,130 · program services $94,130

  • 11g · Fees: other

    total $89,094 · program services $63,257 · management and general $14,255 · fundraising $11,582

  • 12 · Advertising and promotion

    total $2,810 · program services $2,810

  • 13 · Office expenses

    total $45,506 · program services $32,309 · management and general $7,281 · fundraising $5,916

  • 14 · Information technology

    total $30,760 · program services $21,839 · management and general $4,922 · fundraising $3,999

  • 16 · Occupancy

    total $128,844 · program services $91,479 · management and general $20,615 · fundraising $16,750

  • 17 · Travel

    total $24,997 · program services $24,997

  • 19 · Conferences, conventions and meetings

    total $237 · program services $237

  • 20 · Interest

    total $209,483 · program services $209,483

  • 23 · Insurance

    total $5,911 · program services $4,197 · management and general $946 · fundraising $768

  • 24a · Other expenses: CONTENT PRODUCTION

    total $1,654,416 · program services $1,654,416

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $8,453 · program services $8,453

  • 24c · Other expenses: BANK CHARGES

    total $3,774 · program services $2,687 · management and general $600 · fundraising $487

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,425,460 · end of year $908,816

  • 3 · Pledges and grants receivable

    end of year $182,000

  • 7 · Other notes and loans receivable

    beginning of year $150,000 · end of year $150,000

  • 9 · Prepaid expenses and deferred charges

    end of year $12,017

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $13,273,765 · end of year $12,916,972

  • 12 · Investments: other securities

    beginning of year $1,000,010 · end of year $10

  • 15 · Other assets

    beginning of year $223,363 · end of year $44,880

  • 17 · Accounts payable and accrued expenses

    beginning of year $114,996 · end of year $47,203

  • 23 · Secured mortgages and notes payable

    beginning of year $3,939,200 · end of year $2,989,682

  • 25 · Other liabilities

    beginning of year $526,334 · end of year $148,284

  • 27 · Net assets without donor restrictions

    beginning of year $11,492,068 · end of year $10,569,075

  • 28 · Net assets with donor restrictions

    end of year $460,451

Mission and programs · 2025

Mission

THE BNAI ZION FOUNDATION OPERATES TO PROVIDE EDUCATIONAL ASSISTANCE, PROGRAMS, SERVICES, AND BURIAL BENEFITS TO ITS MEMBERS; ASSIST THOSE IN NEED WITH HUMANITARIAN PROJECTS IN THE UNITED STATES AND ISRAEL; FOSTER PHILO-SEMITISM THROUH ENGAGEMENT AND EDUCATION WITH OTHER COMMUNITIES OF FAITH; AND SUPPORT THE SIGNIFICANT AND ENDURING TIE BETWEEN AMERICA AND ISRAEL.

  • THE BNAI ZION FOUNDATION OPERATES TO PROVIDE EDUCATIONAL ASSISTANCE, PROGRAMS, SERVICES, AND BURIAL BENEFITS TO ITS MEMBERS; ASSIST THOSE IN NEED WITH HUMANITARIAN PROJECTS IN THE UNITED STATES AND ISRAEL; FOSTER PHILO-SEMITISM THROUH ENGAGEMENT AND EDUCATION WITH OTHER COMMUNITIES OF FAITH; AND SUPPORT THE SIGNIFICANT AND ENDURING TIE BETWEEN AMERICA AND ISRAEL.

    Expenses $3,086,269 · Grants $100,209 · Revenue $37,100

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • George W Schaeffer

    CHAIRMAN EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Stephen Savitsky

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jan Kiderman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Shira Lewis

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dan Conston

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elana Schaeffer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tzvi Ari Lamm

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $349,760
    From this org
    $257,954
    From related orgs
    $0
    Other
    $91,806
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,754
    Bonus
    $66,200
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $91,806
    Filer's total
    $349,760

  • Zach Briton

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $375,000
    From this org
    $375,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,000
    Bonus
    $25,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $375,000

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

  • 1a · First-class or charter travel
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Written employment contract

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
FOR DOMESTIC FLIGHTS THAT ARE OVERNIGHT, TEAM MEMBERS ARE ABLE TO BOOK FIRST-CLASS TRAVEL.

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

No itemized grants to organizations 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.

  • SOULSHOP INC

    FAITH-DRIVEN · NY

Provenance

Return type
form_990
Tax year
2025
Filed
17 September 2026
IRS schema version
2025v4.2
Source object
202632609349301013

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

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