2025-12-12T12:55:21-06:00 2024-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2024-01-01 132572288 BNAI ZION FOUNDATION INC BNAI 2127251211 228 PARK AVENUE SOUTH 95730 NEW YORK NY 10003 ARI LAMM CHIEF EXECUTIVE OFFICER 2127251211 2025-12-12 1 0 LISA B JOHNSON P01250416 4106855512 2025-12-12 2024 2025-03-06 01:10:19Z ARI LAMM 228 PARK AVENUE SOUTH 95730 NEW YORK NY 10003 2662972 0 X WWW.BNAIZION.ORG X 1951 NY THE BNAI ZION FOUNDATION OPERATES TO PROVIDE EDUCATIONAL ASSISTANCE, PROGRAMS, SERVICES, AND BURIAL BENEFITS TO ITS MEMBERS; ASSIST THOSE IN NEED WITH HUMANITARIAN PROJECTS IN THE UNITED STATES AND ISRAEL; FOSTER PHILO-SEMITISM THROUH ENGAGEMENT AND EDUCATION WITH OTHER COMMUNITIES OF FAITH; AND SUPPORT THE SIGNIFICANT AND ENDURING TIE BETWEEN AMERICA AND ISRAEL. 9 9 3 0 0 0 4442164 2112729 111300 57677 346845 376238 0 116328 4900309 2662972 1870448 1551889 0 0 747008 909292 0 0 227170 2473462 3039123 5090918 5500304 -190609 -2837332 17883977 16072598 4781908 4580530 13102069 11492068 X THE BNAI ZION FOUNDATION OPERATES TO PROVIDE EDUCATIONAL ASSISTANCE, PROGRAMS, SERVICES, AND BURIAL BENEFITS TO ITS MEMBERS; ASSIST THOSE IN NEED WITH HUMANITARIAN PROJECTS IN THE UNITED STATES AND ISRAEL; FOSTER PHILO-SEMITISM THROUH ENGAGEMENT AND EDUCATION WITH OTHER COMMUNITIES OF FAITH; AND SUPPORT THE SIGNIFICANT AND ENDURING TIE BETWEEN AMERICA AND ISRAEL. 0 0 4997284 1551889 57677 THE BNAI ZION FOUNDATION OPERATES TO PROVIDE EDUCATIONAL ASSISTANCE, PROGRAMS, SERVICES, AND BURIAL BENEFITS TO ITS MEMBERS; ASSIST THOSE IN NEED WITH HUMANITARIAN PROJECTS IN THE UNITED STATES AND ISRAEL; FOSTER PHILO-SEMITISM THROUH ENGAGEMENT AND EDUCATION WITH OTHER COMMUNITIES OF FAITH; AND SUPPORT THE SIGNIFICANT AND ENDURING TIE BETWEEN AMERICA AND ISRAEL. 4997284 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 13 13 3 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 0 1 1 1 1 NY CA NJ PA X BNAI ZION FOUNDATION INC 2127251211 228 PARK AVENUE SOUTH SUITE 95730 NEW YORK NY 10003 GEORGE W SCHAEFFER CHAIRMAN 1.00 X X 0 0 0 STEPHEN SAVITSKY PRESIDENT 1.00 X X 0 0 0 JAN KIDERMAN VICE PRESIDENT 1.00 X X 0 0 0 SHIRA LEWIS TREASURER 1.00 X X 0 0 0 GABRIELLA DIAMOND BOARD MEMEBER 1.00 X 0 0 0 DAVID EDRICH BOARD MEMEBER 1.00 X 0 0 0 SHARON HALPERN BOARD MEMBER 1.00 X 0 0 0 DANIEL POSNER BOARD MEMBER 1.00 X 0 0 0 LIRAN YECHIEL BOARD MEMBER 1.00 X 0 0 0 TZVI ARI LAMM CHIEF EXECUTIVE OFFICER 40.00 X 258273 0 108583 ZACH BRITON CHIEF DEVELOPMENT OFFICER 40.00 X 348462 0 0 606735 0 108583 2 0 1 0 SOUL SHOP LLC 372 BLACKSTONE AVENUE FLOOR 3 NEW YORK NY 10005 CONTENT PRODUCTION 626278 ROUTE 38 BUSINESS CONSULTANTS 2833 SMITH AVENUE BALTIMORE MD 21209 CONSULTING 262140 WORDOUT LLC 1840 SW 22ND STREET SUITE 1308 MIAMI FL 33145 CONTENT CREATION 243015 3 2102729 10000 2112729 PLOT RESERVATION REVEN 900099 57677 57677 57677 376238 376238 116328 0 116328 116328 116328 2662972 57677 0 492566 1551889 1551889 715318 493570 121604 100144 103217 71219 17547 14451 51405 35469 8739 7197 39352 27153 6690 5509 83493 57610 14194 11689 55566 38340 9446 7780 106474 106474 272949 198234 40973 33742 70584 70584 49253 33985 8373 6895 29193 20143 4963 4087 174943 120711 29740 24492 59831 59831 11391 11391 312765 312686 43 36 20286 13997 3449 2840 16323 11263 2775 2285 US PROGRAM EXPENSES 1722667 1722667 SPECIAL PROJECTS 38295 26424 6510 5361 DUES AND SUBSCRIPTIONS 10332 10332 BANK CHARGES 4778 3312 804 662 5500304 4997284 275850 227170 3359743 1425460 59517 150000 150000 1925 86439 86439 0 0 1032637 13273765 12987663 1000010 210934 20288 61270 223363 17883977 16072598 84549 114996 4477372 3939200 219987 526334 4781908 4580530 X 13102069 11492068 13102069 11492068 17883977 16072598 -2837332 1227331 0 X 0 1 X 1 0 X 974190 2201565 692844 4442164 2112729 10423492 974190 2201565 692844 4442164 2112729 10423492 10423492 308635 331430 337533 346845 492566 1817009 12240501 0.85160 0.86360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86439 86439 0 0 INVESTMENT IN SOUL SHOP INC 1000010 C 1000010 CHARITABLE GIFT ANNUITIES PAYABLE 155479 SECURITY DEPOSIT 45121 LEASE LIABILITIES 143116 TRUST LIABILTIES 182618 526334 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES. THE FOUNDATION'S FEDERAL EXEMPT TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR A PERIOD OF THREE YEARS. 1 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTS TO ISRAELI CHARITABLE ORGANIZATIONS 1551889 0 0 0 0 0 0 1551889 0 1551889 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM FUNDING 336000 ELECTRONIC TRANSFER 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM FUNDING 339050 ELECTRONIC TRANSFER 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM FUNDING 308629 ELECTRONIC TRANSFER 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM FUNDING 113642 ELECTRONIC TRANSFER 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM FUNDING 227284 ELECTRONIC TRANSFER 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM FUNDING 227284 ELECTRONIC TRANSFER 0 0 0 0 0 0 0 SCHEDULE F, PAGE 1, PART I, LINE 2 THE BOARD OF DIRECTORS OF THE BNAI ZION FOUNDATION RECEIVES REQUESTS FOR FUNDING FROM ISRAELI CHARITIES. THE DIRECTORS REVIEW THOSE REQUESTS AND APPROVE DISTRIBUTION OF FUNDS ONLY FOR THOSE PROJECTS THE DIRECTORS DEEM CONSISTENT WITH BNAI ZION'S CHARITABLE PURPOSE. IN GRANTING THE FUNDS, THE BNAI ZION FOUNDATION LIMITS EXPENDITURES ONLY FOR APPROVED PROJECTS. BNAI ZION REQUESTS PERIODIC REPORTING FROM ITS GRANTEES DEMONSTRATING THAT THE FUNDS ARE USED FOR SECTION 501(C)(3) PURPOSES AND VISITS GRANTEES PERIODICALLY TO ASSESS COMPLIANCE. SCHEDULE F, PAGE 1, PART I, LINE 3 MDDLE EAST, NORTH AFRICA 1,551,889 X X 1 0 X X 0 0 0 0 0 0 0 0 0 TZVI ARI LAMM CHIEF EXECUTIVE OFFICER 198273 0 60000 0 0 0 0 0 108583 0 366856 0 0 0 ZACH BRITON CHIEF DEVELOPMENT OFFICER 328462 0 20000 0 0 0 0 0 0 0 348462 0 0 0 PART I, LINE 1A FOR DOMESTIC FLIGHTS THAT ARE OVERNIGHT, TEAM MEMBERS ARE ABLE TO BOOK FIRST-CLASS TRAVEL. FORM 990, PART VI, SECTION A, LINE 4 THE CERTIFICATE OF INCORPORATION WAS AMENDED DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES HAVE MEMBERS WHO PAY ANNUAL DUES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE OBJECTIVE IS PURSUED AND OVERVIEWED AGGRESIVELY BY BOTH THE BOARD AND THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY A VOTE OF THE EXECUTIVE COMMITTE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AMERICAN FRIENDS OF BNAI ZION 1430 BROADWAY NO 1804 NEW YORK NY 10018 133082088 EDUCATIONAL NY 501(C)(3) N/A 0 BURIAL GROUNDS COMMITTE ORDER SONS 1430 BROADWAY NO 1804 NEW YORK NY 10018 133691538 BURIAL RIGHTS NY 501(C)(8) & (C)(10) N/A 0 SOUL SHOP INC 1430 BROADWAY NO 1804 NEW YORK NY 10018 FAITH-DRIVEN NY N/A 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0