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Nonprofiteer
← BELZ 2008 FOUNDATION

Form 990 for tax year 2023

Filed by BELZ 2008 FOUNDATION.

Totals

Total revenue
$1,723,496
Total expenses
$493,571
Contributions and grants received
$0
Grants paid
$429,575
Program service revenue
$0
Investment income
$1,723,496
Other revenue
$0
Total assets, end of year
$42,345,537
Total liabilities, end of year
$7,779,059
Net assets or fund balances, end of year
$34,566,478
Program services expenses (Part IX)
$493,571
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$493,571

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.

  • 3 · Investment income

    total $1,413,467 · excluded $1,413,467

  • 7a · Gross sales of assets other than inventory

    securities $310,029

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

    securities $0

  • 7c · Gain or loss

    securities $310,029

  • 7d · Net gain or loss

    total $310,029 · excluded $310,029

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $429,575 · program services $429,575

  • 11f · Fees: investment management

    total $63,996 · program services $63,996

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $10,874,135 · end of year $7,418,090

  • 11 · Investments: publicly traded securities

    beginning of year $27,952,974 · end of year $34,927,447

  • 18 · Grants payable

    beginning of year $8,063,770 · end of year $7,779,059

  • 28 · Net assets with donor restrictions

    beginning of year $30,763,339 · end of year $34,566,478

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 JEWISH FOUNDATION OF MEMPHIS.

Activities or mission (Part I)

SEE SCHEDULE O

  • THE ORGANIZATION IS A SUPPORT ORGANIZATION FOR JEWISH FOUNDATION OF MEMPHIS. AS OF DECEMBER 31, 2013, 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 THE JEWISH FOUNDATION OF MEMPHIS.

    Expenses $493,571 · Grants $429,575

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 SOLOMON

    JFOM CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY MORRISON

    JFOM PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LAWSON ARNEY

    JFOM VP FINANCE

    Total calculated
    $0
    Hours/week
    1

  • PACE COOPER

    JFOM SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JACK BELZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN BELZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RONALD BELZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW GROVEMAN

    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
202521359349315627

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