Nonprofit · EIN 62-6046715
BELZ FOUNDATION
Tax-exempt · MEMPHIS, TN 38103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,921,510 | $4,268,366 | -$1,346,856 | $24,006,870 | $1,223 | $24,005,647 |
| December 31, 2024 | 990-PF | $4,063,208 | $4,846,148 | -$782,940 | $25,353,113 | $610 | $25,352,503 |
| December 31, 2023 | 990-PF | $2,173,169 | $6,877,069 | -$4,703,900 | $26,137,435 | $1,992 | $26,135,443 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $500,000
- Dividends
- $691,727
- Interest
- $23,020
- Net rental income
- $3,756
- Net gain from sales of assets
- $1,696,566
- Other income
- $1,534
Expenses
- Grants and similar amounts paid
- $3,962,257
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,962,277
- Excise tax on investment income
- $30,009
Balance sheet and other
- Total assets, start of year
- $25,353,113
- Total assets, end of year
- $24,006,870
- Total liabilities, end of year
- $1,223
- Net assets, end of year
- $24,005,647
- Fair market value of assets
- $30,037,525
- Qualifying distributions
- $3,962,277
- Net investment income
- $2,421,510
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD A BELZ 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | PRESIDENT/DIRECTOR | 3 | $0 |
| JIMMIE D WILLIAMS 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | SECRETARY/TREASURER/DIRECT | 1 | $0 |
| MARTIN S BELZ 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| ANDREW J GROVEMAN 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| JAN B GROVEMAN 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD A BELZ 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | PRESIDENT/DIRECTOR | 3 | $0 |
| JIMMIE D WILLIAMS 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | SECRETARY/TREASURER/DIRECT | 1 | $0 |
| MARTIN S BELZ 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| ANDREW J GROVEMAN 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| JAN B GROVEMAN 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD A BELZ 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | PRESIDENT/DIRECTOR | 3 | $0 |
| JIMMIE D WILLIAMS 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | SECRETARY/TREASURER/DIRECT | 1 | $0 |
| MARTIN S BELZ 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| ANDREW J GROVEMAN 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| JAN B GROVEMAN 100 PEABODY PLACE SUITE 1400, MEMPHIS, TN 38103 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 100 PEABODY PL STE 1400, MEMPHIS, TN 38103-3648
- Signed the 990-PF
- JIMMIE D WILLIAMS, SECRETARY/TREASURER/DIRECTOR
- Phone
- (901) 767-4780
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-6046715
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1953
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $24,006,870
- Income (IRS master file)
- $9,542,848
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,921,510 | $4,268,366 | $24,006,870 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $4,063,208 | $4,846,148 | $25,353,113 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,173,169 | $6,877,069 | $26,137,435 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-6046715).
Questions about BELZ FOUNDATION
- What is the EIN of BELZ FOUNDATION?
- The employer identification number (EIN) of BELZ FOUNDATION is 62-6046715.
- Is BELZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to BELZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BELZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BELZ FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BELZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BELZ FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BELZ FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,921,510, expenses of $4,268,366 and total assets of $24,006,870 at year end.
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