Civic Intelligence

Belz 2008 Foundation

EIN 26-2757524 • 501(c)3 • Memphis, TN

Profile

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.

6560 Poplar AvenueMemphis, TN 38138

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.18x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

4.51x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

0.1%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2024

Revenue Growth

35th percentile

1.0%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2024

Assets

Up

$42,345,537

Up $3,518,428 (+9.1%) from 2023

Liabilities

Down

$7,779,059

Down $284,711 (-3.5%) from 2023

Net Assets

Up

$34,566,478

Up $3,803,139 (+12%) from 2023

Revenue

Up

$1,723,496

Up $460,660 (+36%) from 2023

Expenses

Down

$493,571

Down $3,640,689 (-88%) from 2023

Net Income

Up

$1,229,925

Up $4,101,349 (+143%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $29,321,155Liabilities 2010: $0Net Assets 2010: $29,321,1552010Assets 2011: $30,421,699Liabilities 2011: $0Net Assets 2011: $30,421,6992011Assets 2012: $32,236,117Liabilities 2012: $0Net Assets 2012: $32,236,1172012Assets 2013: $32,644,576Liabilities 2013: $155,000Net Assets 2013: $32,489,5762013Assets 2014: $32,934,509Liabilities 2014: $50,000Net Assets 2014: $32,884,5092014Assets 2016: $33,433,501Liabilities 2016: $25,000Net Assets 2016: $33,408,5012016Assets 2017: $34,339,769Liabilities 2017: $12,007Net Assets 2017: $34,327,7622017Assets 2018: $35,441,540Liabilities 2018: $3,521Net Assets 2018: $35,438,0192018Assets 2019: $36,514,386Liabilities 2019: $0Net Assets 2019: $36,514,3862019Assets 2020: $37,259,287Liabilities 2020: $0Net Assets 2020: $37,259,2872020Assets 2021: $42,271,722Liabilities 2021: $100,000Net Assets 2021: $42,171,7222021Assets 2022: $37,622,956Liabilities 2022: $6,000,000Net Assets 2022: $31,622,9562022Assets 2023: $38,827,109Liabilities 2023: $8,063,770Net Assets 2023: $30,763,3392023Assets 2024: $42,345,537Liabilities 2024: $7,779,059Net Assets 2024: $34,566,4782024

Highlighted filing

2024

Assets$42,345,537
Liabilities$7,779,059
Net Assets$34,566,478

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $16,8152010Expenses 2011: $8,7922011Expenses 2012: $85,7262012Revenue 2013: $1,276,149Expenses 2013: $1,022,690Net Income 2013: $253,4592013Revenue 2014: $1,139,315Expenses 2014: $744,382Net Income 2014: $394,9332014Revenue 2016: $1,170,374Expenses 2016: $934,571Net Income 2016: $235,8032016Revenue 2017: $1,224,162Expenses 2017: $583,777Net Income 2017: $640,3852017Revenue 2018: $1,283,850Expenses 2018: $373,919Net Income 2018: $909,9312018Revenue 2019: $1,541,848Expenses 2019: $493,345Net Income 2019: $1,048,5032019Revenue 2020: $1,301,016Expenses 2020: $460,706Net Income 2020: $840,3102020Revenue 2021: $1,672,800Expenses 2021: $93,349Net Income 2021: $1,579,4512021Revenue 2022: $1,838,099Expenses 2022: $7,009,311Net Income 2022: -$5,171,2122022Revenue 2023: $1,262,836Expenses 2023: $4,134,260Net Income 2023: -$2,871,4242023Revenue 2024: $1,723,496Expenses 2024: $493,571Net Income 2024: $1,229,9252024

Highlighted filing

2024

Revenue$1,723,496
Expenses$493,571
Net Income$1,229,925

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.3$7.78$34.6$1.72$0.49$1.23
2023Detailed filing. Detailed filing data is available for this year.$38.8$8.06$30.8$1.26$4.13$2.87
2022Detailed filing. Detailed filing data is available for this year.$37.6$6.00$31.6$1.84$7.01$5.17
2021Detailed filing. Detailed filing data is available for this year.$42.3$0.10$42.2$1.67$0.09$1.58
2020Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$1.30$0.46$0.84
2019Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$1.54$0.49$1.05
2018Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$1.28$0.37$0.91
2017Detailed filing. Detailed filing data is available for this year.$34.3$0.01$34.3$1.22$0.58$0.64
2016Detailed filing. Detailed filing data is available for this year.$33.4$0.03$33.4$1.17$0.93$0.24
2014Detailed filing. Detailed filing data is available for this year.$32.9$0.05$32.9$1.14$0.74$0.39
2013Detailed filing. Detailed filing data is available for this year.$32.6$0.16$32.5$1.28$1.02$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$0.00$32.2$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.4$0.00$30.4$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$0.00$29.3$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,723,496
Mission and Program Overview

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 jewish foundation of memphis.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,952,974$34,927,447▲ $6,974,473
Savings and Temporary Cash Investments$10,874,135$7,418,090▼ $3,456,045
Total Assets$38,827,109$42,345,537▲ $3,518,428
Liabilities
Grants Payable$8,063,770$7,779,059▼ $284,711
Total Liabilities$8,063,770$7,779,059▼ $284,711
Net Assets / Fund Balance
Net Assets With Donor Restrictions$30,763,339$34,566,478▲ $3,803,139
Total Net Assets Fund Balance$30,763,339$34,566,478▲ $3,803,139
Total Liabilities and Net Assets / Fund Balance$38,827,109$42,345,537▲ $3,518,428
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jason SolomonJfom Chair
Anthony MorrisonJfom Past Chair
Laura LinderPresident/CEO
Andrew GrovemanDirector
Jack BelzDirector
Martin BelzDirector
Ronald BelzDirector
Pace CooperJfom Secretary
Lawson ArneyJfom VP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,723,496
Other Revenue
$0
Change in Net Assets
$1,229,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$429,575
Other Expenses$63,996
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$429,575--$429,575
Fees for Service Investment Mgmnt Fees$63,996--$63,996
Total Functional Expenses$493,571$0$0$493,571
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Memphis Brooks Museum of ArtMemphis, TN501c3For Exempt Purposes$387,640
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jack belz/ronald belz - family jack belz/martin belz - family jack belz/andrew groveman - family ronald belz/martin belz - family

Form 990, Part VI, Section B, Line 11B

A copy of the return is given to the president/ceo, chairman of the board, and all other board members for review and comment.

Form 990, Part VI, Section B, Line 12C

The organization requires that each officer, director, and board member sign a conflict of interest statement annually.

Form 990, Part VI, Section B, Line 15A

Compensation was determined by the compensation committee.

Form 990, Part VI, Section C, Line 19

The organization makes its financial statements, governing documents, and conflict of interest policy available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Belz 2008 Foundation
EIN
26-2757524
Phone
9013740400
Address
6560 POPLAR AVENUE, MEMPHIS, TN 38138

Signing Officer

Name
Laura Linder
Title
President/CEO
Phone
9013740400
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Linder
Formed
2008
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Reynolds Bone & Griesbeck Plc
Address
5100 WHEELIS DRIVE SUITE 300, MEMPHIS, TN 38117-4568
Preparer
Kelly S Crow
Phone
9016822431
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION 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.

FORM 990, PART XII, LINE 2C:

The executive committee of the board of directors is responsible for selecting the auditor and overseeing the audit process. They are also responsible for reviewing the audited financial statements and the federal form 990 before final submission. This process has not changed since the prior year.

Raw XML AppendixShowing 400 of 417 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHERI GADBERRY
IRS990/BooksInCareOfDetail/PhoneNum09013740400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06560 POPLAR AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038138
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0429575
IRS990/CYInvestmentIncomeAmt01723496
IRS990/CYOtherExpensesAmt063996
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01229925
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0493571
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01723496
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt030763339
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt034566478
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0493571
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt063996
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt063996
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0LAURA LINDER
IRS990/Form990PartVIISectionAGrp/PersonNm1JASON SOLOMON
IRS990/Form990PartVIISectionAGrp/PersonNm2ANTHONY MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm3LAWSON ARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4PACE COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm5JACK BELZ
IRS990/Form990PartVIISectionAGrp/PersonNm6MARTIN BELZ
IRS990/Form990PartVIISectionAGrp/PersonNm7RONALD BELZ
IRS990/Form990PartVIISectionAGrp/PersonNm8ANDREW GROVEMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0250775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1JFOM CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2JFOM PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3JFOM VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4JFOM SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0310029
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0429575
IRS990/GrantsPayableGrp/BOYAmt08063770
IRS990/GrantsPayableGrp/EOYAmt07779059
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0429575
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0429575
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0310029
IRS990/GrossReceiptsAmt01723496
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01413467
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01413467
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027952974
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034927447
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt030763339
IRS990/NetAssetsOrFundBalancesEOYAmt034566478
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0310029
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0310029
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02573214
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURA LINDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04065770
IRS990/PYInvestmentIncomeAmt01262836
IRS990/PYOtherExpensesAmt068490
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2871424
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04134260
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01262836
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01229925
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010874135
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07418090
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0621618399
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWSH FOUNDATION OF MEMPHIS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0387640
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR EXEMPT PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MEMPHIS BROOKS MUSEUM OF ART
IRS990ScheduleI/RecipientTable/RecipientEIN0626063304
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01934 POPLAR AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MEMPHIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd038104
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS ARE MADE AT THE DIRECTION OF AND FOR THE BENEFIT OF JEWISH FOUNDATION OF MEMPHIS, THE SUPPORTED ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 2- PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0250775
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LAURA LINDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0250775
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JACK BELZ/RONALD BELZ - FAMILY JACK BELZ/MARTIN BELZ - FAMILY JACK BELZ/ANDREW GROVEMAN - FAMILY RONALD BELZ/MARTIN BELZ - FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE RETURN IS GIVEN TO THE PRESIDENT/CEO, CHAIRMAN OF THE BOARD, AND ALL OTHER BOARD MEMBERS FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REQUIRES THAT EACH OFFICER, DIRECTOR, AND BOARD MEMBER SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION WAS DETERMINED BY THE COMPENSATION COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTING THE AUDITOR AND OVERSEEING THE AUDIT PROCESS. THEY ARE ALSO RESPONSIBLE FOR REVIEWING THE AUDITED FINANCIAL STATEMENTS AND THE FEDERAL FORM 990 BEFORE FINAL SUBMISSION. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JEWISH FOUNDATION OF MEMPHIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0621618399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMON FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06560 POPLAR AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MEMPHIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038138
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0250775
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0TOTAL WAGES OF SHARED EMPLOYEES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0JEWISH COMMUNITY PARTNERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt038827109
IRS990/TotalAssetsEOYAmt042345537
IRS990/TotalAssetsGrp/BOYAmt038827109
IRS990/TotalAssetsGrp/EOYAmt042345537
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0493571
IRS990/TotalFunctionalExpensesGrp/TotalAmt0493571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08063770
IRS990/TotalLiabilitiesEOYAmt07779059
IRS990/TotalLiabilitiesGrp/BOYAmt08063770
IRS990/TotalLiabilitiesGrp/EOYAmt07779059
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030763339
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034566478
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0493571
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01723496
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01723496
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038827109
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042345537
IRS990/TotReportableCompRltdOrgAmt0250775
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06560 POPLAR AVENUE
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038138
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA LINDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09013740400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELZ 2008 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BELZ
ReturnHeader/Filer/EIN0262757524
ReturnHeader/Filer/PhoneNum09013740400
ReturnHeader/Filer/USAddress/AddressLine1Txt06560 POPLAR AVENUE
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.