Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BELZ FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 PEABODY PLACE SUITE 1400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEMPHIS, TN38103
A Employer identification number

62-6046715
B Telephone number (see instructions)

(901) 767-4780
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$30,546,616J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,617 5,617  
4 Dividends and interest from securities... 619,578 619,578  
5a Gross rents............ 580,956 580,956  
b Net rental income or (loss) -44,421
6a Net gain or (loss) from sale of assets not on line 10 1,116,015
b Gross sales price for all assets on line 6a 8,311,621
7 Capital gain net income (from Part IV, line 2)... 935,710
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 11,732 11,732  
12 Total. Add lines 1 through 11........ 2,833,898 2,153,593  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,583 8,583   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 63,039 51,039   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 109,070 109,671  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 717,494 717,306   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 898,186 886,599   0
25 Contributions, gifts, grants paid....... 3,032,126 3,032,126
26 Total expenses and disbursements. Add lines 24 and 25 3,930,312 886,599   3,032,126
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,096,414
b Net investment income (if negative, enter -0-) 1,266,994
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 861,571 603,100 603,100
2 Savings and temporary cash investments......... 1,861,108 572,681 572,681
3 Accounts receivable bullet11,711
Less: allowance for doubtful accounts bullet   8,200 11,711 11,711
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 23,385,313 Click to see attachment24,259,997 24,254,712
c Investments—corporate bonds (attach schedule)....... 1,775,500 Click to see attachment1,860,500 1,860,500
11 Investments—land, buildings, and equipment: basis bullet4,688,175
Less: accumulated depreciation (attach schedule) bullet1,560,615 3,236,631 Click to see attachment3,127,560 3,127,560
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment115,091 Click to see attachment116,352 Click to see attachment116,352
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,243,414 30,551,901 30,546,616
Liabilities 17 Accounts payable and accrued expenses.......... 28,457 433,360
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 28,457 433,360
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 31,214,957 30,118,541
29 Total net assets or fund balances (see instructions)..... 31,214,957 30,118,541
30 Total liabilities and net assets/fund balances (see instructions). 31,243,414 30,551,901
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
31,214,957
2
Enter amount from Part I, line 27a .....................
2
-1,096,414
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
30,118,543
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,118,541
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a STATE OF ISRAEL 9TH JUBILEE ISSUE P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 340,000   340,000 0
b 7,971,621   7,035,911 935,710
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       935,710
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 935,710
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 17,611
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 17,611
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,611
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 20,709
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,709
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,098
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,098 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJIMMIE D WILLIAMS Telephone no.bullet (901) 767-4780

    Located atbullet100 PEABODY PL STE 1400MEMPHISTN ZIP+4bullet38103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RONALD A BELZ PRESIDENT/DIRECTOR
    0.00     		0 0 0
    100 PEABODY PLACE SUITE 1400
    MEMPHIS,TN38103
    JIMMIE D WILLIAMS SECRETARY/TREASURER/DIRECT
    0.00     		0 0 0
    100 PEABODY PLACE SUITE 1400
    MEMPHIS,TN38103
    MARTIN S BELZ VICE PRESIDENT/DIRECTOR
    0.00     		0 0 0
    100 PEABODY PLACE SUITE 1400
    MEMPHIS,TN38103
    ANDREW J GROVEMAN VICE PRESIDENT/DIRECTOR
    0.00     		0 0 0
    100 PEABODY PLACE SUITE 1400
    MEMPHIS,TN38103
    JAN B GROVEMAN DIRECTOR
    0.00     		0 0 0
    100 PEABODY PLACE SUITE 1400
    MEMPHIS,TN38103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    25,852,582
    b
    Average of monthly cash balances.......................
    1b
    2,077,898
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,280,836
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,211,316
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    31,211,316
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    468,170
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    30,743,146
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,537,157
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,537,157
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    17,611
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,611
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,519,546
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,519,546
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,519,546
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,032,126
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,032,126
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,032,126
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,519,546
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 59,930
    d From 2018......  
    e From 2019...... 649,505
    fTotal of lines 3a through e........ 709,435
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,032,126
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment0
    d Applied to 2020 distributable amount..... 1,519,546
    e Remaining amount distributed out of corpus 1,512,580
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,222,015
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,222,015
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 59,930
    c Excess from 2018....  
    d Excess from 2019.... 649,505
    e Excess from 2020.... 1,512,580
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    RONALD A BELZ
    MARTIN S BELZ
    ANDREW J GROVEMAN
    JAN B GROVEMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AGUDATH ISRAEL OF AMERICA FOUNDATION
    42 BROADWAY FL 14
    NEW YORK,NY10004     		NONE PC RELIGIOUS 375
    ALEPH SOCIETY INC
    25 WEST 45TH STREET SUITE 1405
    NEW YORK,NY10036     		NONE PC RELIGIOUS 1,500
    ALLIANCE OF ETHICS & ART INC
    2 CHARLTON STREET SUITE 6K
    NEW YORK,NY10014     		NONE PC OTHER 500
    ALZHEIMER'S ASSOCIATION MID SOUTH CHAPTER
    478 CRAIGHEAD STE SUITE 201
    NASHVILLE,TN372042344     		NONE PC HEALTH/WELFARE 700
    AMERICA GIVES INC
    PO BOX 3263
    WASHINGTON,DC20010     		NONE PC HEALTH/WELFARE 10,000
    AMERICA ISRAEL FRIENDSHIP LEAGUE
    1430 BROADWAY SUITE 1804
    NEW YORK,NY10018     		NONE PC EDUCATION 400
    AMERICAN COMMITTEE FOR SHAARE
    ZEDEK MEDICAL CENTER 55 WEST 39TH
    ST 4TH FL
    NEW YORK,NY100180563     		NONE PC RELIGIOUS 41,666
    AMERICAN COMMITTEE FOR THE WEIZMAN INSTITUTE OF SCIENCE
    633 THIRD AVE FL 20
    NEW YORK,NY10017     		NONE PC EDUCATION 4,250
    AMERICAN COUNCIL OF TRUSTEES AND ALUMNI
    1730 M STREET NW SUITE 600
    WASHINGTON,DC20036     		NONE PC EDUCATION 600
    AMERICAN DIABETES ASSOCIATION INC
    2451 CRYSTAL DRIVE 9TH FLOOR
    ARLINGTON,VA22202     		NONE PC HEALTH/WELFARE 750
    AMERICAN FILM INSTITUTE
    2021 NORTH WESTERN AVENUE
    LOS ANGELES,CA90027     		NONE PC EDUCATION 375
    AMERICAN FRIENDS OF THE JERUSALEM GREAT SYNOGOGUE
    3145 CONEY ISLAND AVE
    BROOKLYN,NY11235     		NONE PC EDUCATION 2,500
    AMERICAN FRIENDS OF MAGEN
    DAVID ADOM 20 W 36TH ST STE 1100
    NEW YORK,NY10018     		NONE PC EDUCATION 100,000
    AMERICAN FRIENDS OF RABIN MEDICAL CENTER
    636 BROADWAY SUITE 618
    NEW YORK,NY100122623     		NONE PC HEALTH/WELFARE 3,500
    AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
    8 WEST 40TH ST 8TH FLOOR
    NEW YORK,NY10018     		NONE PC EDUCATION 1,100
    AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
    ONE BATTERY PARK PLAZA 25TH FLOOR
    NEW YORK,NY10004     		NONE PC EDUCATION 1,400
    AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA
    122 EAST 42ND STREET SUITE 4507
    NEW YORK,NY10168     		NONE PC ARTS 900
    AMERICAN FRIENDS OF WESTERN GALILEE HOSPITAL
    101 GREENWOOD AVE STE 610
    JENKINTOWN,PA19046     		NONE PC HEALTH/WELFARE 6,500
    AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001     		NONE PC EDUCATION 51,850
    AMERICAN JEWISH COMMITTEE
    165 EAST 56TH STREET
    NEW YORK,NY10022     		NONE PC RELIGIOUS 650
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET
    NEW YORK,NY10018     		NONE PC RELIGIOUS 300
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		NONE PC RELIGIOUS 5,800
    ARTSMEMPHIS
    575 S MENDENHALL
    MEMPHIS,TN38117     		NONE PC ARTS 72,500
    ATLAS NETWORK
    TWO LIBERTY CENTER 4075 WILSON BLVD
    STE 310
    ARLINGTON,VA22203     		NONE PC JUSTICE 400
    AYN RAND INSTITUTE
    2121 ALTON PARKWAY SUITE 250
    IRVINE,CA92606     		NONE PC EDUCATION 400
    BARON HIRSCH CONGREGATION
    400 SOUTH YATES RD
    MEMPHIS,TN381202432     		NONE PC RELIGIOUS 27,229
    BIRTHRIGHT ISRAEL FOUNDATION
    P O BOX 21615
    NEW YORK,NY10087     		NONE PC EDUCATION 1,250
    BORNBLUM JEWISH COMMUNITY SCHOOL
    6641 HUMPHREYS BLVD
    MEMPHIS,TN38120     		NONE PC EDUCATION 10,000
    BOY SCOUTS OF AMERICA
    CHICKASAW AREA COUNCIL BSA 171
    SOUTH HOLLYWOOD STREET
    MEMPHIS,TN381124802     		NONE PC YOUTH 2,500
    BOYS GIRLS CLUB OF GREATER MEMPHIS
    44 SOUTH REMBERT
    MEMPHIS,TN38104     		NONE PC YOUTH 1,500
    BOYS TOWN JERUSALEM FOUNDATION
    OF AMERICA INC 1 PENN PLAZA SUITE
    6250
    NEW YORK,NY101190002     		NONE PC YOUTH 3,000
    CAPITAL RESEARCH CENTER
    1513 16TH ST NW
    WASHINGTON,DC20036     		NONE PC OTHER 500
    CARLEBACH SHUL
    305 WEST 79TH STREET
    NEW YORK,NY10024     		NONE PC RELIGIOUS 400
    CATO INSTITUTE
    1000 MASSACHUSETTS AVE N W
    WASHINGTON,DC20001     		NONE PC EDUCATION 600
    CENTER FOR JEWISH HISTORY
    15 WEST 16TH STREET
    NEW YORK,NY10011     		NONE PC ARTS 300
    CHABAD TERROR VICTIMS PROJECT INC
    885 THIRD AVENUE SUITE BE290
    NEW YORK,NY10022     		NONE PC HEALTH/WELFARE 700
    CHAI4EVER
    C/O MINA HOWARD MILLENDORF 1221
    MADISON AVENUE
    LAKEWOOD,NY08701     		NONE PC HEALTH/WELFARE 550
    COMMITTEE FOR ACCURACY IN MIDDLE EAST
    P O BOX 35040
    BOSTON,MA021359940     		NONE PC HEALTH/WELFARE 450
    COMMUNITY FOUNDATION OF GREATER MEMPHIS
    1900 UNION AVENUE
    MEMPHIS,TN38104     		NONE PC COMMUNITY 33,333
    COMMUNITY LEGAL CENTER
    243 ADAMS AVE
    MEMPHIS,TN38103     		NONE PC COMMUNITY 1,000
    CSUB ATHLETICS
    ATTN TICKET OFFICE 9001 STOCKDALE
    HIGHWAY 8 GYM
    BAKERSFIELD,CA93311     		NONE PC COMMUNITY 500
    DIABETES RESEARCH & WELLNESS
    FOUNDATION INC 1832 CONNECTICUT AVE
    NW
    WASHINGTON,DC20009     		NONE PC HEALTH/WELFARE 250
    DIXON GALLERY & GARDENS
    4339 PARK AVENUE
    MEMPHIS,TN38117     		NONE PC ARTS 2,000
    FACING HISTORY & OURSELVES FND
    16 HURD ROAD
    BROOKLINE,MA02445     		NONE PC EDUCATION 2,900
    FEED ISRAEL
    5229 NEW ULTRECHT AVENUE SUITE 400
    BROOKLYN,NY11219     		NONE PC HEALTH/WELFARE 120
    FIFTH AVENUE SYNAGOGUE
    FIVE EAST SIXTY-SECOND STREET
    NEW YORK,NY10065     		NONE PC RELIGIOUS 3,500
    FRIENDS OF ELNET
    5215 OLD ORCHARD ROAD SUITE 880
    SKOKIE,IL60077     		NONE PC RELIGIOUS 1,350
    FRIENDS OF OHEL MIRIAM INC
    C/O RABBI M CHASAN 1574 45TH STREET
    NEW YORK,NY11219     		NONE PC RELIGIOUS 450
    FRIENDS OF THE AMERICAS
    P O BOX 10
    GREENWELL SPRINGS,LA707390010     		NONE PC HEALTH/WELFARE 250
    FRIENDS OF TSFAT
    JACK KLEIN 19 BRIARWOOD
    SUFFERN,NY10901     		NONE PC EDUCATION 18,000
    GILDER LEHRMAN INSTITUTE
    OF AMERICAN HISTORY 49 WEST 45TH ST
    FL 2
    NEW YORK,NY10036     		NONE PC EDUCATION 350
    GO LUCY GO FOUNDATION INC
    1855 SOLO ROAD
    COVINGTON,TN38019     		NONE PC HEALTH/WELFARE 100
    GREATER MEMPHIS CHAMBER
    22 NORTH FRONT STREET SUITE 200
    MEMPHIS,TN38103     		NONE PC COMMUNITY 1,000
    HADASSAH NY
    40 WALL STREET
    NEW YORK,NY10005     		NONE PC HEALTH/WELFARE 105,000
    HEBREW THEOLOGICAL COLLEGE
    7135 N CARPENTER RD
    SKOKIE,IL60077     		NONE PC EDUCATION 2,350
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20002     		NONE PC HEALTH/WELFARE 1,000
    HILLEL INTERNATIONAL
    800 EIGHTH STREET NW
    WASHINGTON,DC20001     		NONE PC EDUCATION 600
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    C/O VANDERBILT UNIVERSITY 2421
    VANDERBILT PLACE
    NASHVILLE,TN37212     		NONE PC EDUCATION 450
    INSTITUTE OF SOUTHERN JEWISH LIFE INC
    P O BOX 71601
    MARIETTA,GA300071601     		NONE PC EDUCATION 250
    INTERCOLLEGIATE STUDIES INSTITUTE INC
    3901 CENTERVILLE RD
    WILMINGTON,DE198079932     		NONE PC EDUCATION 1,200
    INTERNATIONAL EYE FOUNDATION
    10801 CONNECTICUT AVENUE
    KENSINGTON,MD208952134     		NONE PC HEALTH/WELFARE 250
    ISRAEL CANCER RESEARCH FUND
    52 VANDERBILT AVE SUITE 1510
    NEW YORK,NY10017     		NONE PC HEALTH/WELFARE 700
    JEWISH EDUCATIONAL CENTER
    330 ELMORA AVENUE
    ELIZABETH,NJ07208     		NONE PC EDUCATION 250
    JEWISH FOUNDATION OF MEMPHIS
    6560 POPLAR AVENUE
    MEMPHIS,TN38138     		NONE PC COMMUNITY 300,000
    JEWISH MUSEUM
    1109 5TH AVE
    NEW YORK,NY10128     		NONE PC ARTS 500
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021     		NONE PC RELIGIOUS 900
    JEWISH WAR VETERANS OF THE USA INC
    1811 R STREET NW
    WASHINGTON,DC20009     		NONE PC SOCIAL 300
    JUVENILE DIABETES RESEARCH FOUNDATION
    506 HALLE PARK DRIVE SUITE 101
    COLLIERVILLE,TN38017     		NONE PC HEALTH/WELFARE 700
    KINDRED PLACE INC
    2180 UNION AVE
    MEMPHIS,TN38104     		NONE PC HEALTH/WELFARE 200
    LEADERSHIP INSTITUTE
    STEVEN P J WOOD BUILDING 1101 NORTH
    HIGHLAND ST
    ARLINGTON,VA22201     		NONE PC EDUCATION 450
    LEUKEMIA & LYMPHOMA SOCIETY LLC
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		NONE PC HEALTH/WELFARE 300
    MACHANAYIM INC
    5100 POPLAR AVENUE SUITE 720
    MEMPHIS,TN38137     		NONE PC EDUCATION 2,000
    MACKINAC CENTER FOR PUBLIC POLICY
    140 WEST MAIN STREET P O BOX 568
    MIDLAND,MI486400568     		NONE PC JUSTICE 300
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVENUE
    NEW YORK,NY10017     		NONE PC JUSTICE 800
    MARCH OF DIMES
    5384 POPLAR AVENUE SUITE 107
    MEMPHIS,TN38125     		NONE PC YOUTH 5,000
    MARGOLIN HEBREW ACADEMY FEINSTONE YESHIVA OF THE SOUTH
    390 S WHITE STATION RD
    MEMPHIS,TN38117     		NONE PC EDUCATION 10,610
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    40 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		NONE PC EDUCATION 1,000
    MAYO CLINIC DEVELOPMENT DEPT
    200 FIRST STREET SW
    ROCHESTER,MN559050001     		NONE PC HEALTH/WELFARE 4,750
    MEMPHIS BROOKS MUSEUM OF ART INC
    1934 POPLAR AVENUE
    MEMPHIS,TN38104     		NONE PC ARTS 33,333
    MEMPHIS JEWISH FEDERATION
    6560 POPLAR AVENUE
    GERMANTOWN,TN38138     		NONE PC RELIGIOUS 305,450
    MEMPHIS JEWISH HOME & REHAB
    BNAI BRITH HOME HOSPITAL 36
    BAZEBERRY ROAD
    CORDOVA,TN380187756     		NONE PC HEALTH/WELFARE 350,000
    MEMPHIS LIBRARY FOUNDATION
    3030 POPLAR AVENUE
    MEMPHIS,TN38111     		NONE PC EDUCATION 4,150
    MEMPHIS OPPORTUNITY SCHOLARSHIP TRUST (MOST)
    1000 RIDGEWAY LOOP ROAD SUITE 205
    MEMPHIS,TN38120     		NONE PC EDUCATION 2,000
    MEMPHIS SHELBY CRIME COMMISSION
    600 JEFFERSON SUITE 400
    MEMPHIS,TN38105     		NONE PC COMMUNITY 2,000
    MEMPHIS ZOO
    2000 PRENTISS PLACE
    MEMPHIS,TN38112     		NONE PC ANIMAL RESCUE 600
    MESAMCHE LEV-VIYOEL MOISHE INC
    1364 53RD STREET
    BROOKLYN,NY11219     		NONE PC HEALTH/WELFARE 360
    METHODIST HEALTHCARE FOUNDATION
    PO BOX 42048
    MEMPHIS,TN381742048     		NONE PC HEALTH/WELFARE 452,500
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY100280198     		NONE PC ARTS 700
    MID SOUTH PARKINSON'S DISEASE FOUNDATION INC
    1512 PINE SHADOWS DRIVE
    MEMPHIS,TN38120     		NONE PC HEALTH/WELFARE 350
    MIT HILLEL FOUNDATION INC
    40 MASSACHUSETTS AVE BUILDING W11
    CAMBRIDGE,MA021394307     		NONE PC EDUCATION 3,200
    MOTHERS AGAINST DRUNK DRIVING
    511 E JOHN CARPENTER FWY SUITE 700
    IRVING,TX75062     		NONE PC HEALTH/WELFARE 175
    MOVING PICTURE INSTITUTE
    375 GREENWICH STREET
    NEW YORK,NY10013     		NONE PC JUSTICE 350
    MUSEUM AT ELDRIDGE STREET
    12 ELDRIDGE ST
    NEW YORK,NY10002     		NONE PC RELIGIOUS 700
    NATIONAL GEOGRAPHIC SOCIETY
    1145 17TH STREET NW
    WASHINGTON,DC20036     		NONE PC ANIMAL RESCUE 250
    NATIONAL JEWISH CENTER FOR LEARNING
    LEADERSHIP 440 PARK AVENUE SOUTH
    4TH FLOOR
    NEW YORK,NY100168012     		NONE PC EDUCATION 250
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    DENVER,CO80206     		NONE PC RELIGIOUS 600
    NATIONAL JEWISH OUTREACH PROGRAM INC
    1345 AVENUE OF THE AMERICAS 2ND FL
    NEW YORK,NY10105     		NONE PC RELIGIOUS 600
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 S INDEPENDENCE MALL EAST
    PHILADELPHIA,PA19106     		NONE PC EDUCATION 350
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVE NE STE 1100
    WASHINGTON,DC20037     		NONE PC EDUCATION 200
    NATIONAL YIDDISH BOOK CENTER INC
    1021 WEST STREET
    AMHERST,MA01002     		NONE PC EDUCATION 1,400
    NEW BALLET ENSEMBLE & SCHOOL
    2157 YORK AVENUE
    MEMPHIS,TN38104     		NONE PC ARTS 225
    OHR TORAH STONE INSTITUTIONS
    OF ISRAEL 49 W 45TH ST STE 701
    NEW YORK,NY10036     		NONE PC RELIGIOUS 9,500
    ORT AMERICA
    75 MAIDEN LANE 10TH FLOOR
    NEW YORK,NY102730837     		NONE PC EDUCATION 1,000
    PEABODY PLACE MUSEUM FOUNDATION
    100 PEABODY PLACE SUITE 1400
    MEMPHIS,TN38103     		NONE PC EDUCATION 50,000
    PEF ISRAEL ENDOWMENT FUND INC (HEALTHWELFARE)
    630 THIRD AVENUE 15TH FLOOR
    NEW YORK,NY10017     		NONE PC HEALTH/WELFARE 112,000
    PEF ISRAEL ENDOWMENT FUND INC (OTHER)
    630 THIRD AVENUE 15TH FLOOR
    NEW YORK,NY10017     		NONE PC OTHER 50,000
    PEF ISRAEL ENDOWMENT FUND INC (RELIGIOUS)
    630 THIRD AVENUE 15TH FLOOR
    NEW YORK,NY10017     		NONE PC RELIGIOUS 1,650
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550
    WASHINGTON,DC20036     		NONE PC COMMUNITY 800
    RESPECTABILITY
    11333 WOODGLEN DRIVE 102
    ROCKVILLE,MD20852     		NONE PC HEALTH/WELFARE 3,500
    SALVATION ARMY
    696 JACKSON AVENUE
    MEMPHIS,TN381052006     		NONE PC HEALTH/WELFARE 750
    SIGHT SAVERS AMERICA
    337 BUSINESS CIRCLE
    BIRMINGHAM,AL35124     		NONE PC HEALTH/WELFARE 1,100
    SINAI SCHOOLS
    240 FRISCH COURT SUITE 100
    PARAMUS,NJ07652     		NONE PC EDUCATION 1,250
    SMILE TRAIN INC
    633 THIRD AVE 9TH FL
    NEW YORK,NY10017     		NONE PC YOUTH 600
    SMITHSONIAN INSTITUTION
    P O BOX 37012 MRC 035
    WASHINGTON,DC20013     		NONE PC EDUCATION 1,000
    SOCIETY OF ENTREPRENEURS
    P O BOX 770839
    MEMPHIS,TN38177     		NONE PC OTHER 1,900
    SPECIAL OLYMPICS TENNESSEE
    461 CRAIGHEAD STREET
    NASHVILLE,TN37204     		NONE PC YOUTH 200
    ST JUDE ALSAC
    ATTN MEGAN HANNON 1350 CONCOURSE
    AVE 5TH FLOOR
    MEMPHIS,TN38104     		NONE PC HEALTH/WELFARE 5,000
    STAND WITH US ISRAEL
    EMERGENCY ALLIANCE P O BOX 341069
    LOS ANGELES,CA900343430     		NONE PC RELIGIOUS 550
    TELSHE YESHIVA
    28400 EUCLID AVENUE
    WICKLIFFE,OH44092     		NONE PC EDUCATION 300
    TEMPLE ISRAEL
    1376 E MASSEY ROAD
    MEMPHIS,TN38120     		NONE PC RELIGIOUS 100
    TENNESSEE FINANCIAL LITERACY
    COMMISSION TENNESSEE STATE CAPITOL
    1ST FL
    NASHVILLE,TN37243     		NONE PC EDUCATION 1,000
    TENNESSEE RIVER GORGE TRUST
    1214 DARTMOUTH STREET
    CHATTANOOGA,TN37405     		NONE PC COMMUNITY 200
    TEXAS SCOTTISH RITE HOSPITAL
    FOR CRIPPLED CHILDREN 2222 WELBORN
    ST
    DALLAS,TX75219     		NONE PC HEALTH/WELFARE 50
    THE DAVIS MEMORIAL FUND
    25 LAWRENCE AVENUE
    LAWRENCE,NY11559     		NONE PC RELIGIOUS 300
    THE FORWARD ASSOCIATION INC
    125 MAIDEN LN FL 8
    NEW YORK,NY100385015     		NONE PC RELIGIOUS 250
    THE GLAUCOMA FOUNDATION
    80 MAIDEN LANE ROOM 700
    NEW YORK,NY10038     		NONE PC HEALTH/WELFARE 400
    THE JEWISH FEDERATIONS OF NORTH AMERICA INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		NONE PC RELIGIOUS 150,000
    THE LUPUS FOUNDATION OF AMERICA
    2121 K STREET NW SUITE 200
    WASHINGTON,DC20037     		NONE PC HEALTH/WELFARE 1,100
    THE UNIVERSITY OF TENNESSEE
    WEST INST FOR CANCER RESEARCH 7945
    WOLF RIVER BLVD
    GERMANTOWN,TN38138     		NONE PC EDUCATION 50
    UNION OF ORTHODOX JEWISH
    CONGREGATIONS OF AMERICA 11
    BROADWAY 14TH FL
    NEW YORK,NY10004     		NONE PC RELIGIOUS 1,150
    UNITED WAY OF THE MID SOUTH
    P O BOX 1000 DEPT 138
    MEMPHIS,TN38101     		NONE PC COMMUNITY 135,000
    UNIVERSITY OF FLORIDA FOUNDATION
    3450 HULL ROAD
    GAINESVILLE,FL32607     		NONE PC HEALTH/WELFARE 60,000
    UNIVERSITY OF MEMPHIS FOUNDATION
    633 NORMAL STREET
    MEMPHIS,TN381523370     		NONE PC EDUCATION 105,100
    URBAN ART COMMISSION
    422 N CLEVELAND ST
    MEMPHIS,TN38104     		NONE PC ARTS 225
    VOTE 70 INC
    99 N MAIN STREET
    MEMPHIS,TN38103     		NONE PC COMMUNITY 10,000
    WKNO
    7151 CHERRY FARMS RD
    CORDOVA,TN380164933     		NONE PC OTHER 950
    WOLF RIVER CONSERVANCY
    2693 UNION AVENUE EXT SUITE 205
    MEMPHIS,TN38112     		NONE PC COMMUNITY 10,000
    YAD L ACHIM PEYLEI ISRAEL
    172 1/2 LEE AVENUE
    BROOKLYN,NY11211     		NONE PC RELIGIOUS 425
    YAD VASHEM INC
    500 FIFTH AVENUE 42ND FLOOR
    NEW YORK,NY101104299     		NONE PC RELIGIOUS 110,000
    YESHIVA KESER DOVID
    10 CELLAR ROAD
    EDISON,NJ08817     		NONE PC EDUCATION 350
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET BELFER HALL
    316
    NEW YORK,NY10033     		NONE PC RELIGIOUS 80,000
    YESHIVAT MAHARAT
    3700 HENRY HUDSON PKWY
    RIVERDALE,NY10463     		NONE PC RELIGIOUS 100,000
    YOUTH VILLAGES FOUNDATION INC
    3320 BROTHER BLVD
    MEMPHIS,TN38133     		NONE PC YOUTH 350
    ZAKA SEARCH & RESCUE INC
    1405 N BROAD ST SUITE 210
    HILLSIDE,NJ07205     		NONE PC HEALTH/WELFARE 1,425
    Total .................................bullet 3a 3,032,126
    bApproved for future payment
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    20 W 36TH ST STE 1100
    NEW YORK,NY10018     		NONE PC EDUCATION 400,000
    BARON HIRSCH SYNAGOGUE
    400 SOUTH YATES RD
    MEMPHIS,TN381202432     		NONE PC RELIGIOUS 500,000
    HADASSAH HOSPITAL
    40 WALL STREET
    NEW YORK,NY10005     		NONE PC HEALTH/WELFARE 550,000
    THE JEWISH AGENCY
    633 THIRD AVE 21ST FLOOR
    NEW YORK,NY10017     		NONE PC RELIGIOUS 100,000
    THE JEWISH FEDERATION OF NORTH AMERICA-AMIGUOR MUSIC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		NONE PC ARTS 200,000
    MEMPHIS BROOKS MUEUM OF ART
    1934 POPLAR AVENUE
    MEMPHIS,TN38104     		NONE PC ARTS 33,334
    MEMPHIS JEWISH HOME & REHAB CENTER
    36 BAZEBERRY ROAD
    CORDOVA,TN380187756     		NONE PC HEALTH/WELFARE 1,750,000
    METHODIST HATLHCARE FOUNDATION - SICKLE CELL DISEASE CARE
    PO BOX 42048
    MEMPHIS,TN381742048     		NONE PC HEALTH/WELFARE 1,600,000
    OVERTON PARK CONSERVANCY
    PO BOX 42189
    MEMPHIS,TN38174     		NONE PC COMMUNITY 33,334
    UNIVERSITY OF FLORIDA
    3450 HULL ROAD
    GAINESVILLE,FL32607     		NONE PC EDUCATION 180,000
    UNIVERSITY OF MEMPHIS FOUNDATION-LEFTWICH
    633 NORMAL STREET
    MEMPHIS,TN381523370     		NONE PC EDUCATION 25,000
    UNIVERSITY OF MEMPHIS FOUNDATION-SPECIALIZATION IN CONST & PROJECT MGMT
    633 NORMAL STREET
    MEMPHIS,TN381523370     		NONE PC EDUCATION 10,000
    YAD VASHEM
    500 FIFTH AVENUE 42ND FLOOR
    NEW YORK,NY101104299     		NONE PC RELIGIOUS 300,000
    YESHIVAT MAHARAT
    3700 HENRY HUDSON PKWY
    RIVERDALE,NY10463     		NONE PC RELIGIOUS 200,000
    Total .................................bullet 3b 5,881,668
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 5,617  
    4 Dividends and interest from securities....     14 619,578  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -44,421  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 11,732  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,116,015  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,708,521 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,708,521
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AGUDATH ISRAEL OF AMERICA FOUNDATION42 BROADWAY FL 14
    NEW YORK,NY10004     		NONE PC RELIGIOUS 375
    ALEPH SOCIETY INC25 WEST 45TH STREET SUITE 1405
    NEW YORK,NY10036     		NONE PC RELIGIOUS 1,500
    ALLIANCE OF ETHICS & ART INC2 CHARLTON STREET SUITE 6K
    NEW YORK,NY10014     		NONE PC OTHER 500
    ALZHEIMER'S ASSOCIATION MID SOUTH CHAPTER478 CRAIGHEAD STE SUITE 201
    NASHVILLE,TN372042344     		NONE PC HEALTH/WELFARE 700
    AMERICA GIVES INCPO BOX 3263
    WASHINGTON,DC20010     		NONE PC HEALTH/WELFARE 10,000
    AMERICA ISRAEL FRIENDSHIP LEAGUE1430 BROADWAY SUITE 1804
    NEW YORK,NY10018     		NONE PC EDUCATION 400
    AMERICAN COMMITTEE FOR SHAAREZEDEK MEDICAL CENTER 55 WEST 39TH
    ST 4TH FL
    NEW YORK,NY100180563     		NONE PC RELIGIOUS 41,666
    AMERICAN COMMITTEE FOR THE WEIZMAN INSTITUTE OF SCIENCE633 THIRD AVE FL 20
    NEW YORK,NY10017     		NONE PC EDUCATION 4,250
    AMERICAN COUNCIL OF TRUSTEES AND ALUMNI1730 M STREET NW SUITE 600
    WASHINGTON,DC20036     		NONE PC EDUCATION 600
    AMERICAN DIABETES ASSOCIATION INC2451 CRYSTAL DRIVE 9TH FLOOR
    ARLINGTON,VA22202     		NONE PC HEALTH/WELFARE 750
    AMERICAN FILM INSTITUTE2021 NORTH WESTERN AVENUE
    LOS ANGELES,CA90027     		NONE PC EDUCATION 375
    AMERICAN FRIENDS OF THE JERUSALEM GREAT SYNOGOGUE3145 CONEY ISLAND AVE
    BROOKLYN,NY11235     		NONE PC EDUCATION 2,500
    AMERICAN FRIENDS OF MAGENDAVID ADOM 20 W 36TH ST STE 1100
    NEW YORK,NY10018     		NONE PC EDUCATION 100,000
    AMERICAN FRIENDS OF RABIN MEDICAL CENTER636 BROADWAY SUITE 618
    NEW YORK,NY100122623     		NONE PC HEALTH/WELFARE 3,500
    AMERICAN FRIENDS OF TEL AVIV UNIVERSITY8 WEST 40TH ST 8TH FLOOR
    NEW YORK,NY10018     		NONE PC EDUCATION 1,100
    AMERICAN FRIENDS OF THE HEBREW UNIVERSITYONE BATTERY PARK PLAZA 25TH FLOOR
    NEW YORK,NY10004     		NONE PC EDUCATION 1,400
    AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA122 EAST 42ND STREET SUITE 4507
    NEW YORK,NY10168     		NONE PC ARTS 900
    AMERICAN FRIENDS OF WESTERN GALILEE HOSPITAL101 GREENWOOD AVE STE 610
    JENKINTOWN,PA19046     		NONE PC HEALTH/WELFARE 6,500
    AMERICAN ISRAEL EDUCATION FOUNDATION251 H STREET NW
    WASHINGTON,DC20001     		NONE PC EDUCATION 51,850
    AMERICAN JEWISH COMMITTEE165 EAST 56TH STREET
    NEW YORK,NY10022     		NONE PC RELIGIOUS 650
    AMERICAN JEWISH WORLD SERVICE45 WEST 36TH STREET
    NEW YORK,NY10018     		NONE PC RELIGIOUS 300
    ANTI-DEFAMATION LEAGUE605 THIRD AVENUE
    NEW YORK,NY10158     		NONE PC RELIGIOUS 5,800
    ARTSMEMPHIS575 S MENDENHALL
    MEMPHIS,TN38117     		NONE PC ARTS 72,500
    ATLAS NETWORKTWO LIBERTY CENTER 4075 WILSON BLVD
    STE 310
    ARLINGTON,VA22203     		NONE PC JUSTICE 400
    AYN RAND INSTITUTE2121 ALTON PARKWAY SUITE 250
    IRVINE,CA92606     		NONE PC EDUCATION 400
    BARON HIRSCH CONGREGATION400 SOUTH YATES RD
    MEMPHIS,TN381202432     		NONE PC RELIGIOUS 27,229
    BIRTHRIGHT ISRAEL FOUNDATIONP O BOX 21615
    NEW YORK,NY10087     		NONE PC EDUCATION 1,250
    BORNBLUM JEWISH COMMUNITY SCHOOL6641 HUMPHREYS BLVD
    MEMPHIS,TN38120     		NONE PC EDUCATION 10,000
    BOY SCOUTS OF AMERICACHICKASAW AREA COUNCIL BSA 171
    SOUTH HOLLYWOOD STREET
    MEMPHIS,TN381124802     		NONE PC YOUTH 2,500
    BOYS GIRLS CLUB OF GREATER MEMPHIS44 SOUTH REMBERT
    MEMPHIS,TN38104     		NONE PC YOUTH 1,500
    BOYS TOWN JERUSALEM FOUNDATIONOF AMERICA INC 1 PENN PLAZA SUITE
    6250
    NEW YORK,NY101190002     		NONE PC YOUTH 3,000
    CAPITAL RESEARCH CENTER1513 16TH ST NW
    WASHINGTON,DC20036     		NONE PC OTHER 500
    CARLEBACH SHUL305 WEST 79TH STREET
    NEW YORK,NY10024     		NONE PC RELIGIOUS 400
    CATO INSTITUTE1000 MASSACHUSETTS AVE N W
    WASHINGTON,DC20001     		NONE PC EDUCATION 600
    CENTER FOR JEWISH HISTORY15 WEST 16TH STREET
    NEW YORK,NY10011     		NONE PC ARTS 300
    CHABAD TERROR VICTIMS PROJECT INC885 THIRD AVENUE SUITE BE290
    NEW YORK,NY10022     		NONE PC HEALTH/WELFARE 700
    CHAI4EVERC/O MINA HOWARD MILLENDORF 1221
    MADISON AVENUE
    LAKEWOOD,NY08701     		NONE PC HEALTH/WELFARE 550
    COMMITTEE FOR ACCURACY IN MIDDLE EASTP O BOX 35040
    BOSTON,MA021359940     		NONE PC HEALTH/WELFARE 450
    COMMUNITY FOUNDATION OF GREATER MEMPHIS1900 UNION AVENUE
    MEMPHIS,TN38104     		NONE PC COMMUNITY 33,333
    COMMUNITY LEGAL CENTER243 ADAMS AVE
    MEMPHIS,TN38103     		NONE PC COMMUNITY 1,000
    CSUB ATHLETICSATTN TICKET OFFICE 9001 STOCKDALE
    HIGHWAY 8 GYM
    BAKERSFIELD,CA93311     		NONE PC COMMUNITY 500
    DIABETES RESEARCH & WELLNESSFOUNDATION INC 1832 CONNECTICUT AVE
    NW
    WASHINGTON,DC20009     		NONE PC HEALTH/WELFARE 250
    DIXON GALLERY & GARDENS4339 PARK AVENUE
    MEMPHIS,TN38117     		NONE PC ARTS 2,000
    FACING HISTORY & OURSELVES FND16 HURD ROAD
    BROOKLINE,MA02445     		NONE PC EDUCATION 2,900
    FEED ISRAEL5229 NEW ULTRECHT AVENUE SUITE 400
    BROOKLYN,NY11219     		NONE PC HEALTH/WELFARE 120
    FIFTH AVENUE SYNAGOGUEFIVE EAST SIXTY-SECOND STREET
    NEW YORK,NY10065     		NONE PC RELIGIOUS 3,500
    FRIENDS OF ELNET5215 OLD ORCHARD ROAD SUITE 880
    SKOKIE,IL60077     		NONE PC RELIGIOUS 1,350
    FRIENDS OF OHEL MIRIAM INCC/O RABBI M CHASAN 1574 45TH STREET
    NEW YORK,NY11219     		NONE PC RELIGIOUS 450
    FRIENDS OF THE AMERICASP O BOX 10
    GREENWELL SPRINGS,LA707390010     		NONE PC HEALTH/WELFARE 250
    FRIENDS OF TSFATJACK KLEIN 19 BRIARWOOD
    SUFFERN,NY10901     		NONE PC EDUCATION 18,000
    GILDER LEHRMAN INSTITUTEOF AMERICAN HISTORY 49 WEST 45TH ST
    FL 2
    NEW YORK,NY10036     		NONE PC EDUCATION 350
    GO LUCY GO FOUNDATION INC1855 SOLO ROAD
    COVINGTON,TN38019     		NONE PC HEALTH/WELFARE 100
    GREATER MEMPHIS CHAMBER22 NORTH FRONT STREET SUITE 200
    MEMPHIS,TN38103     		NONE PC COMMUNITY 1,000
    HADASSAH NY40 WALL STREET
    NEW YORK,NY10005     		NONE PC HEALTH/WELFARE 105,000
    HEBREW THEOLOGICAL COLLEGE7135 N CARPENTER RD
    SKOKIE,IL60077     		NONE PC EDUCATION 2,350
    HERITAGE FOUNDATION214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20002     		NONE PC HEALTH/WELFARE 1,000
    HILLEL INTERNATIONAL800 EIGHTH STREET NW
    WASHINGTON,DC20001     		NONE PC EDUCATION 600
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFEC/O VANDERBILT UNIVERSITY 2421
    VANDERBILT PLACE
    NASHVILLE,TN37212     		NONE PC EDUCATION 450
    INSTITUTE OF SOUTHERN JEWISH LIFE INCP O BOX 71601
    MARIETTA,GA300071601     		NONE PC EDUCATION 250
    INTERCOLLEGIATE STUDIES INSTITUTE INC3901 CENTERVILLE RD
    WILMINGTON,DE198079932     		NONE PC EDUCATION 1,200
    INTERNATIONAL EYE FOUNDATION10801 CONNECTICUT AVENUE
    KENSINGTON,MD208952134     		NONE PC HEALTH/WELFARE 250
    ISRAEL CANCER RESEARCH FUND52 VANDERBILT AVE SUITE 1510
    NEW YORK,NY10017     		NONE PC HEALTH/WELFARE 700
    JEWISH EDUCATIONAL CENTER330 ELMORA AVENUE
    ELIZABETH,NJ07208     		NONE PC EDUCATION 250
    JEWISH FOUNDATION OF MEMPHIS6560 POPLAR AVENUE
    MEMPHIS,TN38138     		NONE PC COMMUNITY 300,000
    JEWISH MUSEUM1109 5TH AVE
    NEW YORK,NY10128     		NONE PC ARTS 500
    JEWISH NATIONAL FUND42 EAST 69TH STREET
    NEW YORK,NY10021     		NONE PC RELIGIOUS 900
    JEWISH WAR VETERANS OF THE USA INC1811 R STREET NW
    WASHINGTON,DC20009     		NONE PC SOCIAL 300
    JUVENILE DIABETES RESEARCH FOUNDATION506 HALLE PARK DRIVE SUITE 101
    COLLIERVILLE,TN38017     		NONE PC HEALTH/WELFARE 700
    KINDRED PLACE INC2180 UNION AVE
    MEMPHIS,TN38104     		NONE PC HEALTH/WELFARE 200
    LEADERSHIP INSTITUTESTEVEN P J WOOD BUILDING 1101 NORTH
    HIGHLAND ST
    ARLINGTON,VA22201     		NONE PC EDUCATION 450
    LEUKEMIA & LYMPHOMA SOCIETY LLC3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		NONE PC HEALTH/WELFARE 300
    MACHANAYIM INC5100 POPLAR AVENUE SUITE 720
    MEMPHIS,TN38137     		NONE PC EDUCATION 2,000
    MACKINAC CENTER FOR PUBLIC POLICY140 WEST MAIN STREET P O BOX 568
    MIDLAND,MI486400568     		NONE PC JUSTICE 300
    MANHATTAN INSTITUTE FOR POLICY RESEARCH52 VANDERBILT AVENUE
    NEW YORK,NY10017     		NONE PC JUSTICE 800
    MARCH OF DIMES5384 POPLAR AVENUE SUITE 107
    MEMPHIS,TN38125     		NONE PC YOUTH 5,000
    MARGOLIN HEBREW ACADEMY FEINSTONE YESHIVA OF THE SOUTH390 S WHITE STATION RD
    MEMPHIS,TN38117     		NONE PC EDUCATION 10,610
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY40 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		NONE PC EDUCATION 1,000
    MAYO CLINIC DEVELOPMENT DEPT200 FIRST STREET SW
    ROCHESTER,MN559050001     		NONE PC HEALTH/WELFARE 4,750
    MEMPHIS BROOKS MUSEUM OF ART INC1934 POPLAR AVENUE
    MEMPHIS,TN38104     		NONE PC ARTS 33,333
    MEMPHIS JEWISH FEDERATION6560 POPLAR AVENUE
    GERMANTOWN,TN38138     		NONE PC RELIGIOUS 305,450
    MEMPHIS JEWISH HOME & REHABBNAI BRITH HOME HOSPITAL 36
    BAZEBERRY ROAD
    CORDOVA,TN380187756     		NONE PC HEALTH/WELFARE 350,000
    MEMPHIS LIBRARY FOUNDATION3030 POPLAR AVENUE
    MEMPHIS,TN38111     		NONE PC EDUCATION 4,150
    MEMPHIS OPPORTUNITY SCHOLARSHIP TRUST (MOST)1000 RIDGEWAY LOOP ROAD SUITE 205
    MEMPHIS,TN38120     		NONE PC EDUCATION 2,000
    MEMPHIS SHELBY CRIME COMMISSION600 JEFFERSON SUITE 400
    MEMPHIS,TN38105     		NONE PC COMMUNITY 2,000
    MEMPHIS ZOO2000 PRENTISS PLACE
    MEMPHIS,TN38112     		NONE PC ANIMAL RESCUE 600
    MESAMCHE LEV-VIYOEL MOISHE INC1364 53RD STREET
    BROOKLYN,NY11219     		NONE PC HEALTH/WELFARE 360
    METHODIST HEALTHCARE FOUNDATIONPO BOX 42048
    MEMPHIS,TN381742048     		NONE PC HEALTH/WELFARE 452,500
    METROPOLITAN MUSEUM OF ART1000 FIFTH AVENUE
    NEW YORK,NY100280198     		NONE PC ARTS 700
    MID SOUTH PARKINSON'S DISEASE FOUNDATION INC1512 PINE SHADOWS DRIVE
    MEMPHIS,TN38120     		NONE PC HEALTH/WELFARE 350
    MIT HILLEL FOUNDATION INC40 MASSACHUSETTS AVE BUILDING W11
    CAMBRIDGE,MA021394307     		NONE PC EDUCATION 3,200
    MOTHERS AGAINST DRUNK DRIVING511 E JOHN CARPENTER FWY SUITE 700
    IRVING,TX75062     		NONE PC HEALTH/WELFARE 175
    MOVING PICTURE INSTITUTE375 GREENWICH STREET
    NEW YORK,NY10013     		NONE PC JUSTICE 350
    MUSEUM AT ELDRIDGE STREET12 ELDRIDGE ST
    NEW YORK,NY10002     		NONE PC RELIGIOUS 700
    NATIONAL GEOGRAPHIC SOCIETY1145 17TH STREET NW
    WASHINGTON,DC20036     		NONE PC ANIMAL RESCUE 250
    NATIONAL JEWISH CENTER FOR LEARNINGLEADERSHIP 440 PARK AVENUE SOUTH
    4TH FLOOR
    NEW YORK,NY100168012     		NONE PC EDUCATION 250
    NATIONAL JEWISH HEALTH1400 JACKSON STREET
    DENVER,CO80206     		NONE PC RELIGIOUS 600
    NATIONAL JEWISH OUTREACH PROGRAM INC1345 AVENUE OF THE AMERICAS 2ND FL
    NEW YORK,NY10105     		NONE PC RELIGIOUS 600
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY101 S INDEPENDENCE MALL EAST
    PHILADELPHIA,PA19106     		NONE PC EDUCATION 350
    NATIONAL TRUST FOR HISTORIC PRESERVATION2600 VIRGINIA AVE NE STE 1100
    WASHINGTON,DC20037     		NONE PC EDUCATION 200
    NATIONAL YIDDISH BOOK CENTER INC1021 WEST STREET
    AMHERST,MA01002     		NONE PC EDUCATION 1,400
    NEW BALLET ENSEMBLE & SCHOOL2157 YORK AVENUE
    MEMPHIS,TN38104     		NONE PC ARTS 225
    OHR TORAH STONE INSTITUTIONSOF ISRAEL 49 W 45TH ST STE 701
    NEW YORK,NY10036     		NONE PC RELIGIOUS 9,500
    ORT AMERICA75 MAIDEN LANE 10TH FLOOR
    NEW YORK,NY102730837     		NONE PC EDUCATION 1,000
    PEABODY PLACE MUSEUM FOUNDATION100 PEABODY PLACE SUITE 1400
    MEMPHIS,TN38103     		NONE PC EDUCATION 50,000
    PEF ISRAEL ENDOWMENT FUND INC (HEALTHWELFARE)630 THIRD AVENUE 15TH FLOOR
    NEW YORK,NY10017     		NONE PC HEALTH/WELFARE 112,000
    PEF ISRAEL ENDOWMENT FUND INC (OTHER)630 THIRD AVENUE 15TH FLOOR
    NEW YORK,NY10017     		NONE PC OTHER 50,000
    PEF ISRAEL ENDOWMENT FUND INC (RELIGIOUS)630 THIRD AVENUE 15TH FLOOR
    NEW YORK,NY10017     		NONE PC RELIGIOUS 1,650
    PHILANTHROPY ROUNDTABLE1120 20TH STREET NW SUITE 550
    WASHINGTON,DC20036     		NONE PC COMMUNITY 800
    RESPECTABILITY11333 WOODGLEN DRIVE 102
    ROCKVILLE,MD20852     		NONE PC HEALTH/WELFARE 3,500
    SALVATION ARMY696 JACKSON AVENUE
    MEMPHIS,TN381052006     		NONE PC HEALTH/WELFARE 750
    SIGHT SAVERS AMERICA337 BUSINESS CIRCLE
    BIRMINGHAM,AL35124     		NONE PC HEALTH/WELFARE 1,100
    SINAI SCHOOLS240 FRISCH COURT SUITE 100
    PARAMUS,NJ07652     		NONE PC EDUCATION 1,250
    SMILE TRAIN INC633 THIRD AVE 9TH FL
    NEW YORK,NY10017     		NONE PC YOUTH 600
    SMITHSONIAN INSTITUTIONP O BOX 37012 MRC 035
    WASHINGTON,DC20013     		NONE PC EDUCATION 1,000
    SOCIETY OF ENTREPRENEURSP O BOX 770839
    MEMPHIS,TN38177     		NONE PC OTHER 1,900
    SPECIAL OLYMPICS TENNESSEE461 CRAIGHEAD STREET
    NASHVILLE,TN37204     		NONE PC YOUTH 200
    ST JUDE ALSACATTN MEGAN HANNON 1350 CONCOURSE
    AVE 5TH FLOOR
    MEMPHIS,TN38104     		NONE PC HEALTH/WELFARE 5,000
    STAND WITH US ISRAELEMERGENCY ALLIANCE P O BOX 341069
    LOS ANGELES,CA900343430     		NONE PC RELIGIOUS 550
    TELSHE YESHIVA28400 EUCLID AVENUE
    WICKLIFFE,OH44092     		NONE PC EDUCATION 300
    TEMPLE ISRAEL1376 E MASSEY ROAD
    MEMPHIS,TN38120     		NONE PC RELIGIOUS 100
    TENNESSEE FINANCIAL LITERACYCOMMISSION TENNESSEE STATE CAPITOL
    1ST FL
    NASHVILLE,TN37243     		NONE PC EDUCATION 1,000
    TENNESSEE RIVER GORGE TRUST1214 DARTMOUTH STREET
    CHATTANOOGA,TN37405     		NONE PC COMMUNITY 200
    TEXAS SCOTTISH RITE HOSPITALFOR CRIPPLED CHILDREN 2222 WELBORN
    ST
    DALLAS,TX75219     		NONE PC HEALTH/WELFARE 50
    THE DAVIS MEMORIAL FUND25 LAWRENCE AVENUE
    LAWRENCE,NY11559     		NONE PC RELIGIOUS 300
    THE FORWARD ASSOCIATION INC125 MAIDEN LN FL 8
    NEW YORK,NY100385015     		NONE PC RELIGIOUS 250
    THE GLAUCOMA FOUNDATION80 MAIDEN LANE ROOM 700
    NEW YORK,NY10038     		NONE PC HEALTH/WELFARE 400
    THE JEWISH FEDERATIONS OF NORTH AMERICA INC25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		NONE PC RELIGIOUS 150,000
    THE LUPUS FOUNDATION OF AMERICA2121 K STREET NW SUITE 200
    WASHINGTON,DC20037     		NONE PC HEALTH/WELFARE 1,100
    THE UNIVERSITY OF TENNESSEEWEST INST FOR CANCER RESEARCH 7945
    WOLF RIVER BLVD
    GERMANTOWN,TN38138     		NONE PC EDUCATION 50
    UNION OF ORTHODOX JEWISHCONGREGATIONS OF AMERICA 11
    BROADWAY 14TH FL
    NEW YORK,NY10004     		NONE PC RELIGIOUS 1,150
    UNITED WAY OF THE MID SOUTHP O BOX 1000 DEPT 138
    MEMPHIS,TN38101     		NONE PC COMMUNITY 135,000
    UNIVERSITY OF FLORIDA FOUNDATION3450 HULL ROAD
    GAINESVILLE,FL32607     		NONE PC HEALTH/WELFARE 60,000
    UNIVERSITY OF MEMPHIS FOUNDATION633 NORMAL STREET
    MEMPHIS,TN381523370     		NONE PC EDUCATION 105,100
    URBAN ART COMMISSION422 N CLEVELAND ST
    MEMPHIS,TN38104     		NONE PC ARTS 225
    VOTE 70 INC99 N MAIN STREET
    MEMPHIS,TN38103     		NONE PC COMMUNITY 10,000
    WKNO7151 CHERRY FARMS RD
    CORDOVA,TN380164933     		NONE PC OTHER 950
    WOLF RIVER CONSERVANCY2693 UNION AVENUE EXT SUITE 205
    MEMPHIS,TN38112     		NONE PC COMMUNITY 10,000
    YAD L ACHIM PEYLEI ISRAEL172 1/2 LEE AVENUE
    BROOKLYN,NY11211     		NONE PC RELIGIOUS 425
    YAD VASHEM INC500 FIFTH AVENUE 42ND FLOOR
    NEW YORK,NY101104299     		NONE PC RELIGIOUS 110,000
    YESHIVA KESER DOVID10 CELLAR ROAD
    EDISON,NJ08817     		NONE PC EDUCATION 350
    YESHIVA UNIVERSITY500 WEST 185TH STREET BELFER HALL
    316
    NEW YORK,NY10033     		NONE PC RELIGIOUS 80,000
    YESHIVAT MAHARAT3700 HENRY HUDSON PKWY
    RIVERDALE,NY10463     		NONE PC RELIGIOUS 100,000
    YOUTH VILLAGES FOUNDATION INC3320 BROTHER BLVD
    MEMPHIS,TN38133     		NONE PC YOUTH 350
    ZAKA SEARCH & RESCUE INC1405 N BROAD ST SUITE 210
    HILLSIDE,NJ07205     		NONE PC HEALTH/WELFARE 1,425
    Total ...............................bullet 3a 3,032,126
    bApproved for future payment
    AMERICAN FRIENDS OF MAGEN DAVID ADOM20 W 36TH ST STE 1100
    NEW YORK,NY10018     		NONE PC EDUCATION 400,000
    BARON HIRSCH SYNAGOGUE400 SOUTH YATES RD
    MEMPHIS,TN381202432     		NONE PC RELIGIOUS 500,000
    HADASSAH HOSPITAL40 WALL STREET
    NEW YORK,NY10005     		NONE PC HEALTH/WELFARE 550,000
    THE JEWISH AGENCY633 THIRD AVE 21ST FLOOR
    NEW YORK,NY10017     		NONE PC RELIGIOUS 100,000
    THE JEWISH FEDERATION OF NORTH AMERICA-AMIGUOR MUSIC25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		NONE PC ARTS 200,000
    MEMPHIS BROOKS MUEUM OF ART1934 POPLAR AVENUE
    MEMPHIS,TN38104     		NONE PC ARTS 33,334
    MEMPHIS JEWISH HOME & REHAB CENTER36 BAZEBERRY ROAD
    CORDOVA,TN380187756     		NONE PC HEALTH/WELFARE 1,750,000
    METHODIST HATLHCARE FOUNDATION - SICKLE CELL DISEASE CAREPO BOX 42048
    MEMPHIS,TN381742048     		NONE PC HEALTH/WELFARE 1,600,000
    OVERTON PARK CONSERVANCYPO BOX 42189
    MEMPHIS,TN38174     		NONE PC COMMUNITY 33,334
    UNIVERSITY OF FLORIDA3450 HULL ROAD
    GAINESVILLE,FL32607     		NONE PC EDUCATION 180,000
    UNIVERSITY OF MEMPHIS FOUNDATION-LEFTWICH633 NORMAL STREET
    MEMPHIS,TN381523370     		NONE PC EDUCATION 25,000
    UNIVERSITY OF MEMPHIS FOUNDATION-SPECIALIZATION IN CONST & PROJECT MGMT633 NORMAL STREET
    MEMPHIS,TN381523370     		NONE PC EDUCATION 10,000
    YAD VASHEM500 FIFTH AVENUE 42ND FLOOR
    NEW YORK,NY101104299     		NONE PC RELIGIOUS 300,000
    YESHIVAT MAHARAT3700 HENRY HUDSON PKWY
    RIVERDALE,NY10463     		NONE PC RELIGIOUS 200,000
    Total ................................bullet 3b 5,881,668
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    BELZ FOUNDATION
     
    Employer identification number

    62-6046715
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    BELZ FOUNDATION
          		Employer identification number
    62-6046715
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THE 1992 BELZ CHARITABLE TRUST
     
    100 PEABODY PLACE SUITE 1400
     
    MEMPHIS, TN38103

    		$ 500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    BELZ FOUNDATION
          		Employer identification number

    62-6046715
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    BELZ FOUNDATION
          		Employer identification number

    62-6046715
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,583 8,583   0

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Category Amount
    NONE 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    IMPROVED LAND   438,800     0 % 0 0    
    BUILDINGS   3,277,896 1,288,890 SL 39.000000000000 84,048 84,048    
    MACHINERY AND EQUIPMENT   154,855 52,772 SL 39.000000000000 3,970 3,970    
    ROOF REPAIRS 2014-09-30 647,807 87,903 SL 39.000000000000 16,609 16,609    
    WAREHOUSE LIGHTS 2015-09-25 106,250 11,692 SL 39.000000000000 2,723 2,723    
    LEASEHOLD IMPROVEMENTS 2016-06-05 56,451 5,125 SL 39.000000000000 1,447 1,447    
    FURNITURE AND FIXTURES 2016-06-05 6,115 2,103 200DB 7.000000000000 273 273    

    TY 2020 DistributionFromCorpusElection
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Election:
    THE BELZ FOUNDATION HEREBY ELECTS TO TREAT THE CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF CORPUS.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISRAEL AMPAL DEVELOPMENT - BOND 500 500
    STATE OF ISRAEL 11TH JUBLIEE 425,000 425,000
    STATE OF ISRAEL 9TH JUBLIEE 340,000 340,000
    STATE OF ISRAEL 10TH FLOATING RATE ISSUE 670,000 670,000
    STATE OF ISRAEL 11TH JUBLIEE 425,000 425,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMPAL AMERICAN ISRAEL CORP 4,218 4,218
    STEPHENS INC 24,255,779 24,250,494

    TY 2020 InvestmentsLandSchedule2
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    IMPROVED LAND 438,800 0 438,800  
    BUILDINGS 3,277,896 1,372,938 1,904,958  
    MACHINERY AND EQUIPMENT 154,855 56,742 98,113  
    ROOF REPAIRS 647,807 104,512 543,295  
    WAREHOUSE LIGHTS 106,250 14,415 91,835  
    LEASEHOLD IMPROVEMENTS 56,451 6,572 49,879  
    FURNITURE AND FIXTURES 6,115 5,434 681  

    TY 2020 OtherAssetsSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CAPITALIZED LEASE COMMISSIONS 103,286 103,286 103,286
    OTHER ASSETS 11,805 13,066 13,066


    TY 2020 OtherDecreasesSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Description Amount
    BOOK/TAX ROUNDING ADJUSTMENT 2


    TY 2020 OtherExpensesSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 249,217 249,217   0
    FREIGHT & POSTAGE 168 0   0
    TENNESSEE ANNUAL REPORT 20 0   0
    INSURANCE 36,290 36,290   0
    MANAGEMENT FEES & LEASE COMISSIONS 10,555 10,555   0
    REPAIRS AND MAINTENANCE 413,083 413,083   0
    SECURITY 8,161 8,161   0


    TY 2020 OtherIncomeSchedule2
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 11,732 11,732 11,732


    TY 2020 TaxesSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,821 2,821   0
    FEDERAL TAXES 12,000 0   0
    REAL ESTATE TAXES 48,218 48,218   0