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Julie & Marty Belz Charitable Foundation is a private corporation based in MEMPHIS, TN. The foundation received its IRS ruling in 1999. The principal officer is Marty Belz. It holds total assets of $8K. Annual income is reported at $6K. Total assets have grown from $7K in 2011 to $10K in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Tennessee and Montana. According to available records, Julie & Marty Belz Charitable Foundation has made 17 grants totaling $15K, with a median grant of $180. Annual giving has decreased from $6K in 2020 to $2K in 2023. Grantmaking activity was highest in 2022 with $7K distributed across 8 grants. Individual grants have ranged from N/A to $3K, with an average award of $882.882. The foundation has supported 9 unique organizations. The foundation primarily supports organizations in Tennessee, Montana, Missouri, which account for 76% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$2K
Average Grant
$2K
Largest Grant
$4K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Julie & Marty Belz Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 17 grants. Its grantmaking reaches organizations primarily in TN, MT, MO.
Julie & Marty Belz Charitable Foundation has distributed a total of $15K across 17 grants. The median grant size is $180, with an average of $882.882. Individual grants have ranged from N/A to $3K.
Gifts and Grants are Made at the Discretion of the Foundation Board.
Julie & Marty Belz Charitable Foundation is headquartered in MEMPHIS, TN. While based in TN, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Martin S Belz | President | $0 | $0 | N/A |
| Julianne P Belz | Secretary | $0 | $0 | N/A |
Total Giving
$2K
Total Assets
$10K
Fair Market Value
$10K
Net Worth
$10K
Grants Paid
$2K
Contributions
$3K
Net Investment Income
$272
Distribution Amount
$379
Total: N/A
Total Grants
17
Total Giving
$15K
Average Grant
$882.882
Median Grant
$180
Unique Recipients
9
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Baron Hirsch CongregationReligious | Memphis, TN | $643 | 2023 |
| Young Israel Of St LouisEducational | St Louis, MO | $434 | 2023 |
| Friends Of United Hetzalah Of IsraelHealth/Welfare | New York, NY | $234 | 2023 |
| Chabad Lubavitch Of MontanaReligious | Bozeman, MT | $180 | 2023 |
| Friends Of The Israel Defense ForcesHealth/Welfare | New York, NY | N/A | 2023 |
| Juvenile Diabetes Research FoundationHealth/Welfare | New York, NY | $100 | 2022 |
| St Jude Children'S Research HospitalHealth/Welfare | Memphis, TN | N/A | 2022 |
| Washington University Medical School-Ovarian Cancer DetectionHealth/Welfare | St Louis, MO | N/A | 2022 |
| Big Sky Community OrganizationHealth/Welfare | Big Sky, MT | $3K | 2020 |
UNION CITY, TN
CHATTANOOGA, TN
NASHVILLE, TN