2026-09-17T10:08:16-05:00 2025-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2025-01-01 132572288 BNAI ZION FOUNDATION INC BNAI 2127251211 228 PARK AVENUE SOUTH 95730 NEW YORK NY 10003 ARI LAMM CHIEF EXECUTIVE OFFICER 2127251211 2026-09-17 1 LISA B JOHNSON P01250416 4106855512 2026-09-08 2025 ARI LAMM 228 PARK AVENUE SOUTH 95730 NEW YORK NY 10003 6683143 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. 6 6 4 0 0 0 2112729 2150634 57677 37100 376238 1285304 116328 -922456 2662972 2550582 1551889 100209 0 0 909292 967075 0 0 181544 3039123 2423969 5500304 3491253 -2837332 -940671 16072598 14214695 4580530 3185169 11492068 11029526 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 3086269 100209 37100 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. 3086269 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 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 8 0 4 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 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 EMERITUS 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 DAN CONSTON BOARD MEMBER 1.00 X 0 0 0 ELANA SCHAEFFER BOARD MEMBER 1.00 X 0 0 0 TZVI ARI LAMM CHIEF EXECUTIVE OFFICER 40.00 X 257954 0 91806 ZACH BRITON CHIEF DEVELOPMENT OFFICER 40.00 X 375000 0 0 632954 0 91806 2 0 1 0 SOULSHOP INC 372 BLACKSTONE AVENUE FLOOR 3 NEW YORK NY 10005 CONTENT PRODUCTION 456892 ROUTES 26 DULZIN STREET JERUSALEM IS 96406 TRAVEL 421728 WORDOUT LLC 1840 SW 22ND STREET SUITE 1308 MIAMI FL 33145 CONTENT CREATION 254340 NATHANIEL BUZOLIC 260 3RD STREET FAYETTEVILLE GA 30214 CONTENT CREATION 105229 4 2150634 2150634 PLOT RESERVATION REVENUE 900099 37100 37100 37100 396609 396609 77544 0 77544 77544 77544 5021256 4132561 888695 888695 888695 LOSS ON INVESTMENT IMPAIRMENT 900001 -1000000 -1000000 -1000000 2550582 37100 0 362848 100209 100209 724760 508585 119269 96906 185302 137559 26341 21402 14513 10304 2322 1887 42500 30175 6800 5525 9447 6707 1512 1228 116107 82436 18577 15094 94130 94130 89094 63257 14255 11582 2810 2810 45506 32309 7281 5916 30760 21839 4922 3999 128844 91479 20615 16750 24997 24997 237 237 209483 209483 5911 4197 946 768 CONTENT PRODUCTION 1654416 1654416 DUES AND SUBSCRIPTIONS 8453 8453 BANK CHARGES 3774 2687 600 487 3491253 3086269 223440 181544 1425460 908816 182000 150000 150000 12017 0 0 13273765 12916972 1000010 10 223363 44880 16072598 14214695 114996 47203 3939200 2989682 526334 148284 4580530 3185169 X 11492068 10569075 460451 11492068 11029526 16072598 14214695 -940671 338139 139990 0 X 0 1 X 1 0 X 2201565 692844 4442164 2112729 2150634 11599936 2201565 692844 4442164 2112729 2150634 11599936 11599936 331430 337533 346845 492566 362848 1871222 13471158 0.86110 0.85160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CHARITABLE GIFT ANNUITIES PAYABLE 110050 TRUST LIABILTIES 38234 148284 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 100209 0 0 0 0 0 0 100209 0 100209 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM FUNDING 100000 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. X X 1 0 X X 0 0 0 0 0 0 0 0 0 ZACH BRITON CHIEF DEVELOPMENT OFFICER 350000 0 25000 0 0 0 0 0 0 0 375000 0 0 0 TZVI ARI LAMM CHIEF EXECUTIVE OFFICER 191754 0 66200 0 0 0 0 0 91806 0 349760 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 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 SOULSHOP 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