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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$32,088,511J 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 55 55  
4 Dividends and interest from securities... 719,989 627,421  
5a Gross rents............ 345,163 345,163  
b Net rental income or (loss) 172,927
6a Net gain or (loss) from sale of assets not on line 10 4,834,858
b Gross sales price for all assets on line 6a 10,143,702
7 Capital gain net income (from Part IV, line 2)... 4,834,858
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 303 303  
12 Total. Add lines 1 through 11........ 6,400,368 5,807,800  
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)......... Click to see attachment 2,268 2,268   0
b Accounting fees (attach schedule)....... Click to see attachment 7,810 7,810   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 53,106 41,106   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 59,707 60,445  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 391,107 391,087   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 513,998 502,716   20
25 Contributions, gifts, grants paid....... 3,917,021 3,917,021
26 Total expenses and disbursements. Add lines 24 and 25 4,431,019 502,716   3,917,041
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,969,349
b Net investment income (if negative, enter -0-) 5,305,084
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 603,100 2,884,652 2,884,652
2 Savings and temporary cash investments......... 572,681 1,088,891 1,088,891
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   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)....... 24,259,997 Click to see attachment26,006,833 26,006,833
c Investments—corporate bonds (attach schedule)....... 1,860,500 Click to see attachment1,955,500 1,955,500
11 Investments—land, buildings, and equipment: basis bullet65,700
Less: accumulated depreciation (attach schedule) bullet16,796 3,127,560 Click to see attachment48,904 48,904
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 attachment116,352 Click to see attachment103,731 Click to see attachment103,731
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 30,551,901 32,088,511 32,088,511
Liabilities 17 Accounts payable and accrued expenses.......... 433,360 621
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)......... 433,360 621
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 30,118,541 32,087,890
29 Total net assets or fund balances (see instructions)..... 30,118,541 32,087,890
30 Total liabilities and net assets/fund balances (see instructions). 30,551,901 32,088,511
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
30,118,541
2
Enter amount from Part I, line 27a .....................
2
1,969,349
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
32,087,890
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,087,890
Form 990-PF (2021)
Form 990-PF (2021)
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 10TH JUBILEE ISSUE P    
b PUBLICLY TRADED SECURITIES P    
c 1700-1710 DUNN AVENUE P   2021-07-30
d CAPITAL GAINS DIVIDENDS P    
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 330,000   330,000 0
b 2,748,146   1,643,327 1,104,819
c 6,261,993 1,603,526 4,939,043 2,926,476
d 803,563     803,563
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       1,104,819
c       2,926,476
d       803,563
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 4,834,858
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 73,741
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 73,741
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 15,098
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 80,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 95,098
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 21,357
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet21,357 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    26,762,098
    b
    Average of monthly cash balances.......................
    1b
    2,568,059
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,674,975
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,005,132
    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
    31,005,132
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    465,077
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    30,540,055
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,527,003
    Part X
    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 IX, line 6..................
    1
    1,527,003
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    73,741
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    73,741
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,453,262
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,453,262
    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 XII, line 1 ...
    7
    1,453,262
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,453,262
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 59,930
    c From 2018......  
    d From 2019...... 649,505
    e From 2020...... 1,512,580
    f Total of lines 3a through e ........ 2,222,015
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,917,041
    a Applied to 2020, 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 2021 distributable amount..... 1,453,262
    e Remaining amount distributed out of corpus 2,463,779
    5 Excess distributions carryover applied to 2021. 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 4,685,794
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		4,685,794
    10 Analysis of line 9:
    a Excess from 2017.... 59,930
    b Excess from 2018....  
    c Excess from 2019.... 649,505
    d Excess from 2020.... 1,512,580
    e Excess from 2021.... 2,463,779
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ABE'S GARDEN
    115 WOODMONT BLVD
    NASHVILLE,TN37205     		N/A PC HEALTH/WELFARE 550
    AGUDATH ISRAEL OF AMERICA FOUNDATION
    42 BROADWAY FL 14
    NEW YORK,NY10004     		N/A PC RELIGIOUS 400
    ALEPH SOCIETY INC
    25 WEST 45TH STREET SUITE 1405
    NEW YORK,NY10036     		N/A PC RELIGIOUS 1,500
    AMERICA GIVES INC
    PO BOX 3263
    WASHINGTON,DC20010     		N/A PC HEALTH/WELFARE 10,000
    AMERICA ISRAEL CULTURAL FOUNDATION
    178 COLUMBUS AVENUE
    NEW YORK,NY10023     		N/A PC RELIGIOUS 800
    AMERICA ISRAEL FRIENDSHIP LEAGUE
    1430 BROADWAY SUITE 1804
    NEW YORK,NY10018     		N/A PC EDUCATION 450
    AMERICAN COMMITTEE FOR SHAARE ZEDEK HOSPITAL IN JERUSALEM
    55 WEST 39TH ST 4TH FL
    NEW YORK,NY100180563     		N/A PC HEALTH/WELFARE 10,000
    AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE
    633 THIRD AVE FL 20
    NEW YORK,NY10017     		N/A PC EDUCATION 4,500
    AMERICAN COUNCIL OF TRUSTEES AND ALUMNI
    1730 M STREET NW SUITE 600
    WASHINGTON,DC20036     		N/A PC EDUCATION 650
    AMERICAN FILM INSTITUTE
    2021 NORTH WESTERN AVENUE
    LOS ANGELES,CA90027     		N/A PC EDUCATION 375
    AMERICAN FRIENDS OF BAR ILAN UNIVERSITY
    160 EAST 56TH STREET
    NEW YORK,NY10022     		N/A PC EDUCATION 600
    AMERICAN FRIENDS OF BARUCH UMARPEH
    1274 49TH STREET
    BROOKLYN,NY11219     		N/A PC HEALTH/WELFARE 600
    AMERICAN FRIENDS OF BEIT HATFUTSOT
    633 3RD AVENUE FL 21
    NEW YORK,NY10017     		N/A PC RELIGIOUS 750
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    20 W 36TH ST STE 1100
    NEW YORK,NY10018     		N/A PC HEALTH/WELFARE 100,000
    AMERICAN FRIENDS OF MEIR PANIM
    88 WALTON ST SUITE B1
    BROOKLYN,NY11206     		N/A PC HEALTH/WELFARE 3,000
    AMERICAN FRIENDS OF MUSEUMS IN ISRAEL
    545 FIFTH AVENUE SUITE 920
    NEW YORK,NY10017     		N/A PC EDUCATION 2,750
    AMERICAN FRIENDS OF NEVE SHALOM WAHAT AL-SALOM
    229 N CENTRAL AVE SUITE 401
    GLENDALE,CA91203     		N/A PC OTHER 350
    AMERICAN FRIENDS OF RABIN MEDICAL CENTER
    636 BROADWAY SUITE 618
    NEW YORK,NY100122623     		N/A PC HEALTH/WELFARE 3,600
    AMERICAN FRIENDS OF RAMBAM
    420 LEXINGTON AVENUE SUITE 1701
    NEW YORK,NY10170     		N/A PC HEALTH/WELFARE 1,000
    AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
    8 WEST 40TH ST 8TH FLOOR
    NEW YORK,NY10018     		N/A PC EDUCATION 1,150
    AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001     		N/A PC EDUCATION 51,850
    AMERICAN ISRAELI COOPERATIVE
    2810 BLAINE DRIVE
    CHEVY CHASE,MD20810     		N/A PC EDUCATION 1,350
    AMERICAN JEWISH COMMITTEE
    165 EAST 56TH STREET
    NEW YORK,NY10022     		N/A PC RELIGIOUS 700
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET
    NEW YORK,NY10018     		N/A PC HEALTH/WELFARE 350
    AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL
    28 ARRANDALE AVENUE
    GREAT NECK,NY11024     		N/A PC ENVIRONMENT 1,000
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		N/A PC RELIGIOUS 5,900
    ARTSMEMPHIS
    575 S MENDENHALL
    MEMPHIS,TN38117     		N/A PC ARTS 100,200
    AYN RAND INSTITUTE
    2121 ALTON PARKWAY SUITE 250
    IRVINE,CA92606     		N/A PC OTHER 450
    BARON HIRSCH CONGREGATION
    400 SOUTH YATES RD
    MEMPHIS,TN381202432     		N/A PC RELIGIOUS 31,288
    BIRTHRIGHT ISRAEL FOUNDATION
    P O BOX 21615
    NEW YORK,NY10087     		N/A PC EDUCATION 1,450
    BORNBLUM JEWISH COMMUNITY SCHOOL
    6641 HUMPHREYS BLVD
    MEMPHIS,TN38120     		N/A PC EDUCATION 45,000
    BOY SCOUTS OF AMERICA
    CHICKASAW AREA COUNCIL BSA 171
    SOUTH HOLLYWOOD STREET
    MEMPHIS,TN381124802     		N/A PC YOUTH 2,500
    BOYS AND GIRLS CLUB OF GREATER MEMPHIS
    44 SOUTH REMBERT
    MEMPHIS,TN38104     		N/A PC YOUTH 4,500
    BOYS AND GIRLS CLUB OF WEST CHESTERLIBERTY
    8749 CINCINNATI DAYTON RD
    WEST CHESTER TOWNSHIP,OH45069     		N/A PC YOUTH 180
    BOYS TOWN JERUSALEM FOUNDATION
    1 PENN PLAZA SUITE 6250
    NEW YORK,NY101190002     		N/A PC YOUTH 2,800
    CAPITAL RESEARCH CENTER
    1513 16TH ST NW
    WASHINGTON,DC20036     		N/A PC OTHER 575
    CATO INSTITUTE
    1000 MASSACHUSETTS AVE N W
    WASHINGTON,DC20001     		N/A PC EDUCATION 600
    CENTER FOR JEWISH HISTORY
    15 WEST 16TH STREET
    NEW YORK,NY10011     		N/A PC ARTS 400
    CHABAD LUBAVITCH OF TENNESSEE
    2570 KIRBY PKWY
    MEMPHIS,TN38119     		N/A PC HEALTH/WELFARE 5,000
    CHABAD TERROR VICTIMS PROJECT INC
    885 THIRD AVENUE SUITE BE290
    NEW YORK,NY10022     		N/A PC HEALTH/WELFARE 750
    CHAI4EVER
    C/O MINA HOWARD MILLENDORF 1221
    MADISON AVENUE
    LAKEWOOD,NY08701     		N/A PC HEALTH/WELFARE 600
    CHMOL
    5225 NEW UTRECHT AVE
    BROOKLYN,NY11219     		N/A PC RELIGIOUS 600
    CHRISTIAN BROTHERS HIGH SCHOOL
    5900 WALNUT GROVE RD
    MEMPHIS,TN38120     		N/A PC EDUCATION 100
    CITY OF HOPE
    1500 EAST DUARTE ROAD
    DUARTE,CA91010     		N/A PC HEALTH/WELFARE 250
    COMMITTEE FOR ACCURACY IN MIDDLE EAST
    PO BOX 35040
    BOSTON,MA02135     		N/A PC OTHER 475
    COMMUNITY FOUNDATION OF GREATER MEMPHIS
    1900 UNION AVENUE
    MEMPHIS,TN38104     		N/A PC HEALTH/WELFARE 100
    COMMUNITY FOUNDATION OF GREATER MEMPHIS
    1900 UNION AVENUE
    MEMPHIS,TN38104     		N/A PC COMMUNITY 33,334
    CSUB ATHLETICS
    ATTN TICKET OFFICE 9001 STOCKDALE
    HIGHWAY 8 GYM
    BAKERSFIELD,CA93311     		N/A PC EDUCATION 500
    DI'MANS INC
    PO BOX 9146
    MEMPHIS,TN38190     		N/A PC COMMUNITY 2,250
    DIXON GALLERY & GARDENS
    4339 PARK AVENUE
    MEMPHIS,TN38117     		N/A PC ARTS 2,000
    EZER YOLDOT HAMERCAZI
    4403 15TH AVE STE 432
    BROOLYN,NY11219     		N/A PC RELIGIOUS 450
    FACING HISTORY & OURSELVES INC
    16 HURD ROAD
    BROOKLINE,MA02445     		N/A PC HEALTH/WELFARE 3,000
    FEED ISRAEL
    5229 NEW ULTRECHT AVENUE SUITE 400
    BROOKLYN,NY11219     		N/A PC HEALTH/WELFARE 150
    FIFTH AVENUE SYNAGOGUE
    FIVE EAST SIXTY-SECOND STREET
    NEW YORK,NY10065     		N/A PC RELIGIOUS 6,300
    FRIENDS OF ELNET
    5215 OLD ORCHARD ROAD SUITE 880
    SKOKIE,IL60077     		N/A PC RELIGIOUS 1,800
    FRIENDS OF OHEL MIRIAM INC
    C/O RABBI M CHASAN 1574 45TH STREET
    NEW YORK,NY11219     		N/A PC EDUCATION 450
    FRIENDS OF THE AMERICAS
    P O BOX 10
    GREENWELL SPRINGS,LA707390010     		N/A PC HEALTH/WELFARE 275
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    1430 BROADWAY
    NEW YORK,NY10018     		N/A PC HEALTH/WELFARE 1,400
    FRIENDS OF UNITED HATZAIAH OF ISRAEL
    208 EAST 51ST STREET SUITE 303
    NEW YORK,NY10022     		N/A PC HEALTH/WELFARE 250
    GILLIAM FOUNDATION
    363 S 2ND ST
    MEMPHIS,TN38103     		N/A PC COMMUNITY 300
    HADASSAH NY
    40 WALL STREET
    NEW YORK,NY10005     		N/A PC HEALTH/WELFARE 100,000
    HEBREW THEOLOGICAL COLLEGE
    7135 N CARPENTER RD
    SKOKIE,IL60077     		N/A PC EDUCATION 2,400
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20002     		N/A PC HEALTH/WELFARE 1,100
    INTERCOLLEGIATE STUDIES INSTITUTE INC
    3901 CENTERVILLE RD
    WILMINGTON,DE198079932     		N/A PC EDUCATION 1,250
    ISRAEL CANCER RESEARCH FUND
    52 VANDERBILT AVE SUITE 1510
    NEW YORK,NY10017     		N/A PC HEALTH/WELFARE 750
    JAPAN-AMERICA SOCIETY OF TENNESSEE INC
    1913 MYLEEN PL
    OLD HICKORY,TN37138     		N/A PC OTHER 1,000
    JERUSALEM FELLOWSHIPS INC
    28 PARK AVE
    AIRMONT,NY10952     		N/A PC RELIGIOUS 3,600
    JEWISH AGENCY FOR ISRAEL
    633 THIRD AVE
    NEW YORK,NY10017     		N/A PC HEALTH/WELFARE 25,000
    JEWISH CHILDRENS REGIONAL SERVICE
    3500 N CAUSEWAY BLVD 1120
    METAIRIE,LA70002     		N/A PC YOUTH 300
    JEWISH COMMUNITY RELATIONS
    520 EIGHTH AVENUE SUITE 1400
    NEW YORK,NY10018     		N/A PC RELIGIOUS 36,000
    JEWISH FOUNDATION OF MEMPHIS
    6560 POPLAR AVENUE
    MEMPHIS,TN38138     		N/A PC COMMUNITY 300,000
    JEWISH HISTORICAL SOCIETY OF MEMPHIS & THE MID-SOUTH
    6560 POPLAR AVENUE
    MEMPHIS,TN38138     		N/A PC RELIGIOUS 300
    JEWISH MUSEUM
    1109 5TH AVE
    NEW YORK,NY10128     		N/A PC ARTS 500
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021     		N/A PC RELIGIOUS 950
    JUVENILE DIABETES RESEARCH FOUNDATION
    506 HALLE PARK DRIVE SUITE 101
    COLLIERVILLE,TN38017     		N/A PC HEALTH/WELFARE 725
    KAVOD
    820 S MONACO PKWY SUITE 234
    DENVER,CO80224     		N/A PC RELIGIOUS 1,000
    LEADERSHIP INSTITUTE
    STEVEN P J WOOD BUILDING 1101 NORTH
    HIGHLAND ST
    ARLINGTON,VA22201     		N/A PC EDUCATION 500
    LEEJAZZOMEGA INC
    PO BOX 11461
    MEMPHIS,TN38111     		N/A PC ARTS 150
    LEUKEMIA & LYMPHOMA SOCIETY LLC
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		N/A PC HEALTH/WELFARE 275
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVENUE
    NEW YORK,NY10017     		N/A PC EDUCATION 850
    MARGOLIN HEBREW ACADEMY FEINSTONE YESHIVA OF THE SOUTH
    390 S WHITE STATION RD
    MEMPHIS,TN38117     		N/A PC EDUCATION 10,360
    MAYO CLINIC DEVELOPMENT DEPT
    200 FIRST STREET SW
    ROCHESTER,MN559050001     		N/A PC HEALTH/WELFARE 4,850
    MEMPHIS BOTANIC GARDEN FOUNDATION
    750 CHERRY RD
    MEMPHIS,TN38117     		N/A PC ENVIRONMENT 300
    MEMPHIS BROOKS MUSEUM OF ART INC
    1934 POPLAR AVENUE
    MEMPHIS,TN38104     		N/A PC ARTS 33,334
    MEMPHIS CHILD ADVOCACY CENTER
    1085 POPLAR AVE
    MEMPHIS,TN38105     		N/A PC YOUTH 1,000
    MEMPHIS CRISIS CENTER
    PO BOX 40068
    MEMPHIS,TN38174     		N/A PC HEALTH/WELFARE 25
    MEMPHIS FRIENDS OF ISRAEL
    1910 MADISON AVENUE
    MEMPHIS,TN38104     		N/A PC RELIGIOUS 3,000
    MEMPHIS JEWISH FEDERATION
    6560 POPLAR AVENUE
    GERMANTOWN,TN38138     		N/A PC RELIGIOUS 255,000
    MEMPHIS JEWISH HOME & REHAB
    36 BAZEBERRY ROAD
    CORDOVA,TN380187756     		N/A PC HEALTH/WELFARE 350,000
    MEMPHIS LIBRARY FOUNDATION
    3030 POPLAR AVENUE
    MEMPHIS,TN38111     		N/A PC EDUCATION 1,000
    MEMPHIS RIVER PARKS
    22 N FRONT ST
    MEMPHIS,TN38103     		N/A PC COMMUNITY 50,000
    MEMPHIS SHELBY CRIME COMMISSION
    600 JEFFERSON SUITE 400
    MEMPHIS,TN38105     		N/A PC COMMUNITY 2,000
    MEMPHIS ZOO
    2000 PRENTISS PLACE
    MEMPHIS,TN38112     		N/A PC ANIMAL RESCUE 275
    MERCATUS CENTER
    3434 WASHINGTON BLVD
    ARLINGTON,VA22201     		N/A PC EDUCATION 375
    METHODIST HEALTHCARE FOUNDATION
    PO BOX 42048
    MEMPHIS,TN381742048     		N/A PC HEALTH/WELFARE 403,750
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY100280198     		N/A PC ARTS 750
    METZAD CONGREGATION
    662 LAFFERTS AVE
    BROOKLYN,NY11203     		N/A PC RELIGIOUS 5,000
    MIDDLE EAST FORUM
    1650 MARKET STREET SUITE 3600
    PHILADELPHIA,PA19103     		N/A PC OTHER 1,500
    MIT HILLEL FOUNDATION INC
    40 MASSACHUSETTS AVE BUILDING W11
    CAMBRIDGE,MA021394307     		N/A PC EDUCATION 1,750
    MOVING PICTURE INSTITUTE
    375 GREENWICH STREET
    NEW YORK,NY10013     		N/A PC JUSTICE 400
    MUSEUM AT ELDRIDGE STREET
    12 ELDRIDGE ST
    NEW YORK,NY10002     		N/A PC RELIGIOUS 750
    NATIONAL GEOGRAPHIC SOCIETY
    1145 17TH STREET NW
    WASHINGTON,DC20036     		N/A PC ANIMAL RESCUE 275
    NATIONAL JEWISH CENTER FOR LEARNING & LEADERSHIP
    440 PARK AVENUE SOUTH 4TH FLOOR
    NEW YORK,NY100168012     		N/A PC RELIGIOUS 300
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    DENVER,CO80206     		N/A PC EDUCATION 700
    NATIONAL JEWISH OUTREACH PROGRAM INC
    1345 AVENUE OF THE AMERICAS 2ND FL
    NEW YORK,NY10105     		N/A PC RELIGIOUS 500
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 S INDEPENDENCE MALL EAST
    PHILADELPHIA,PA19106     		N/A PC RELIGIOUS 350
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVE NE STE 1100
    WASHINGTON,DC20037     		N/A PC EDUCATION 250
    NATIONAL YIDDISH BOOK CENTER INC
    1021 WEST STREET
    AMHERST,MA01002     		N/A PC EDUCATION 1,450
    NEIGHBORHOOD PRESERVATIONS INC
    314 AW WILLIS AVE
    MEMPHIS,TN38105     		N/A PC COMMUNITY 100
    OHR TORAH STONE INSTITUTIONS
    49 W 45TH ST STE 701
    NEW YORK,NY10036     		N/A PC RELIGIOUS 15,000
    ONE ISRAEL FUND
    445 CENTRAL AVE 210
    CEDARHURST,NY11516     		N/A PC HEALTH/WELFARE 450
    ORPHEUM THEATRE
    203 S MAIN ST
    MEMPHIS,TN38103     		N/A PC ARTS 1,100
    ORT AMERICA
    75 MAIDEN LANE 10TH FLOOR
    NEW YORK,NY102730837     		N/A PC EDUCATION 1,100
    PEABODY PLACE MUSEUM FOUNDATION
    100 PEABODY PLACE SUITE 1400
    MEMPHIS,TN38103     		N/A POF EDUCATION 100,000
    PEF ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVENUE 15TH FLOOR
    NEW YORK,NY10017     		N/A PC RELIGIOUS 15,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550
    WASHINGTON,DC20036     		N/A PC OTHER 850
    RHODES COLLEGE
    2000 NORTH PKWY
    MEMPHIS,TN38112     		N/A PC EDUCATION 1,350
    RIVERARTSFEST
    251 RIVERSIDE DR
    MEMPHIS,TN38103     		N/A PC ARTS 2,000
    RONALD MCDONALD HOUSE
    535 ALABAMA AVE
    MEMPHIS,TN38105     		N/A PC YOUTH 350
    SINAI SCHOOLS
    240 FRISCH COURT SUITE 100
    PARAMUS,NJ07652     		N/A PC EDUCATION 1,275
    SMILE TRAIN INC
    633 THIRD AVE 9TH FL
    NEW YORK,NY10017     		N/A PC YOUTH 650
    SMITHSONIAN INSTITUTION
    P O BOX 37012 MRC 035
    WASHINGTON,DC20013     		N/A PC EDUCATION 1,050
    SOUTHERN JEWISH HISTORICAL SOCIETY
    PO BOX 71601
    MARIETTA,GA30007     		N/A PC RELIGIOUS 100
    ST JUDE ALSAC
    ATTN MEGAN HANNON 1350 CONCOURSE
    AVE 5TH FLOOR
    MEMPHIS,TN38104     		N/A PC HEALTH/WELFARE 7,500
    TELSHE YESHIVA
    28400 EUCLID AVENUE
    WICKLIFFE,OH44092     		N/A PC EDUCATION 325
    TEMPLE ISRAEL
    1376 E MASSEY ROAD
    MEMPHIS,TN38120     		N/A PC RELIGIOUS 50
    TENNESSEE BUILDERS EDUCATION
    505 HALLEE PARK DR
    COLLIERVILLE,TN38017     		N/A PC EDUCATION 5,000
    TENNESSEE FINANCIAL LITERACY
    COMMISSION TENNESSEE STATE CAPITOL
    1ST FL
    NASHVILLE,TN37243     		N/A PC EDUCATION 1,000
    TENNESSEE HOLOCAUST COMMISSIONS
    PO BOX 59252
    NASHVILLE,TN37205     		N/A PC COMMUNITY 11,900
    THE CARLEBACH SHUL
    305 WEST 79TH STREET
    NEW YORK,NY10024     		N/A PC RELIGIOUS 450
    THE DAVIS MEMORIAL FUND
    25 LAWRENCE AVENUE
    LAWRENCE,NY11559     		N/A PC HEALTH/WELFARE 350
    THE FORWARD ASSOCIATION INC
    125 MAIDEN LN FL 8
    NEW YORK,NY100385015     		N/A PC RELIGIOUS 275
    THE JANE GOODALL INSTITUTE
    1595 SPRING HILL RD
    VIENNA,VA22182     		N/A PC ANIMAL RESCUE 75
    THE JEWISH FEDERATIONS OF NORTH AMERICA INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		N/A PC HEALTH/WELFARE 50,000
    THE JEWISH FEDERATIONS OF NORTH AMERICA INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		N/A PC RELIGIOUS 100,000
    THE LUPUS FOUNDATION OF AMERICA
    2121 K STREET NW SUITE 200
    WASHINGTON,DC20037     		N/A PC HEALTH/WELFARE 1,150
    UNION OF ORTHODOX JEWISH CONGREGATION OF AMERICA
    11 BROADWAY 14TH FL
    NEW YORK,NY10004     		N/A PC RELIGIOUS 3,000
    UNITED WAY OF THE MID SOUTH
    P O BOX 1000 DEPT 138
    MEMPHIS,TN38101     		N/A PC COMMUNITY 140,000
    UNIVERSITY OF FLORIDA FOUNDATION
    3450 HULL ROAD
    GAINESVILLE,FL32607     		N/A PC HEALTH/WELFARE 60,000
    UNIVERSITY OF MEMPHIS FOUNDATION
    633 NORMAL STREET
    MEMPHIS,TN381523370     		N/A PC EDUCATION 30,000
    URBANART COMMISSION
    422 N CLEVELAND ST
    MEMPHIS,TN38104     		N/A PC ARTS 250
    WKNO
    7151 CHERRY FARMS RD
    CORDOVA,TN380164933     		N/A PC OTHER 1,000
    WOLF RIVER CONSERVANCY
    2693 UNION AVENUE EXT SUITE 205
    MEMPHIS,TN38112     		N/A PC ENVIRONMENT 10,000
    WORLD JEWISH CONGRESS
    501 MADISON AVENUE
    NEW YORK,NY10022     		N/A PC RELIGIOUS 1,300
    YAD L ACHIM PEYLEI ISRAEL
    172 1/2 LEE AVENUE
    BROOKLYN,NY11211     		N/A PC RELIGIOUS 450
    YAD VASHEM INC
    500 FIFTH AVENUE 42ND FLOOR
    NEW YORK,NY101104299     		N/A PC RELIGIOUS 115,000
    YESHIVA KESER DOVID
    10 CELLAR ROAD
    EDISON,NJ08817     		N/A PC EDUCATION 375
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET BELFER HALL
    316
    NEW YORK,NY10033     		N/A PC EDUCATION 1,075,000
    YESHIVAT MAHARAT
    3700 HENRY HUDSON PKWY
    RIVERDALE,NY10463     		N/A PC RELIGIOUS 100,000
    YOUTH VILLAGES FOUNDATION INC
    3320 BROTHER BLVD
    MEMPHIS,TN38133     		N/A PC YOUTH 400
    ZAKA SEARCH & RESCUE INC
    1405 N BROAD ST SUITE 210
    HILLSIDE,NJ07205     		N/A PC HEALTH/WELFARE 1,450
    Total .................................bullet 3a 3,917,021
    bApproved for future payment
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    20 W 36TH ST STE 1100
    NEW YORK,NY10018     		N/A PC HEALTH/WELFARE 300,000
    ARTSMEMPHIS
    575 S MENDENHALL
    MEMPHIS,TN38117     		N/A PC ARTS 25,000
    BARON HIRSCH CONGREGATION
    400 SOUTH YATES RD
    MEMPHIS,TN381202432     		N/A PC RELIGIOUS 500,000
    HADASSAH NY
    40 WALL STREET
    NEW YORK,NY10005     		N/A PC RELIGIOUS 450,000
    MEMPHIS JEWISH HOME & REHAB
    36 BAZEBERRY ROAD
    CORDOVA,TN380187756     		N/A PC HEALTH/WELFARE 1,400,000
    MEMPHIS RIVER PARKS
    22 N FRONT ST
    MEMPHIS,TN38103     		N/A PC COMMUNITY 200,000
    METHODIST HEALTHCARE FOUNDATION
    PO BOX 42048
    MEMPHIS,TN381742048     		N/A PC HEALTH/WELFARE 1,200,000
    THE JEWISH FEDERATIONS OF NORTH AMERICA INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		N/A PC RELIGIOUS 150,000
    UNIVERSITY OF FLORIDA FOUNDATION
    3450 HULL ROAD
    GAINESVILLE,FL32607     		N/A PC HEALTH/WELFARE 120,000
    UNIVERSITY OF MEMPHIS FOUNDATION
    633 NORMAL STREET
    MEMPHIS,TN381523370     		N/A PC EDUCATION 5,000
    YAD VASHEM INC
    500 FIFTH AVENUE 42ND FLOOR
    NEW YORK,NY101104299     		N/A PC RELIGIOUS 200,000
    YESHIVAT MAHARAT
    3700 HENRY HUDSON PKWY
    RIVERDALE,NY10463     		N/A PC RELIGIOUS 100,000
    Total .................................bullet 3b 4,650,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 55  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 172,927  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 4,834,858  
    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 5,728,132 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,728,132
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,810 7,810   0

    TY 2021 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 2021 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   427,500     0 % 0 0    
    BUILDINGS   3,223,496 1,357,537 SL 39.000000000000 44,768 44,768    
    MACHINERY AND EQUIPMENT   154,855 56,742 SL 39.000000000000 2,151 2,151    
    ROOF REPAIRS 2014-09-30 647,807 104,512 SL 39.000000000000 8,997 8,997    
    WAREHOUSE LIGHTS 2015-09-25 106,250 14,415 SL 39.000000000000 1,476 1,476    
    LEASEHOLD IMPROVEMENTS 2016-06-05 56,451 6,572 SL 39.000000000000 784 784    
    FURNITURE AND FIXTURES 2016-06-05 6,115 2,376 200DB 7.000000000000 136 136    
    BUILDINGS 2006-09-27 54,400 15,401 SL 39.000000000000 1,395 1,395    
    IMPROVED LAND   11,300     0 % 0 0    

    TY 2021 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.

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    PEABODY PLACE MUSEUM FOUNDATION
          		100 PEABODY PLACE STE 1400
    MEMPHIS,TN38103     		2021-03-05 100,000 TO PROVIDE OPERATING CAPITAL FOR THE MUSEUM INCLUDING PAYROLL, GENERAL EXPENSES, INVENTORY, SUPPLIES, INSURANCE, PROFESSIONAL FEES, AND IT AND SECURITY. 100,000 NONE MONTHLY 2021-12-31 THE GRANTOR RECEIVES MONTHLY REPORTS IN THE FORM OF FINANCIAL STATEMENTS FROM THE GRANTEE. THE GRANTOR COMPLETED ITS REVIEW OF THE DECEMBER 31, 2021 FINANCIAL REPORTS AND FOUND NO EXCEPTIONS AS TO THE USE OF THE FUNDS.

    TY 2021 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 10TH FLOATING RATE ISSUE 340,000 340,000
    STATE OF ISRAEL 11TH JUBILEE 425,000 425,000
    STATE OF ISRAEL 11TH JUBILEE 425,000 425,000
    STATE OF ISRAEL 11TH JUBILEE 425,000 425,000
    STATE OF ISRAEL 9TH JUBILEE 340,000 340,000

    TY 2021 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 26,002,615 26,002,615

    TY 2021 InvestmentsLandSchedule2
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDINGS 54,400 16,796 37,604  
    IMPROVED LAND 11,300 0 11,300  

    TY 2021 LegalFeesSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,268 2,268   0


    TY 2021 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 13,066 344 344
    OTHER RECEIVABLES 0 101 101


    TY 2021 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 303,431 303,431   0
    FREIGHT & POSTAGE 33 33   0
    TENNESSEE ANNUAL REPORT 20 0   20
    BANK FEES 261 261   0
    INSURANCE 50,936 50,936   0
    MANAGEMENT FEES & LEASE COMISSIONS 912 912   0
    REPAIRS AND MAINTENANCE 7,958 7,958   0
    SECURITY 5,497 5,497   0
    AMORTIZATION 22,059 22,059   0


    TY 2021 OtherIncomeSchedule2
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 303 303 303


    TY 2021 TaxesSchedule
    Name:
    BELZ FOUNDATION
    EIN:
    62-6046715
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 15,939 15,939   0
    FEDERAL TAXES 12,000 0   0
    REAL ESTATE TAXES 25,167 25,167   0