Julie and Marty Belz Charitable Foundation
Julie and Marty Belz Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8K in total assets. In 2024, it awarded 4 grants totaling $8K. Net investment income was $325.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8K
-24.1% YoY
Annual Giving
$8K
+433.7% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$2K
+567.2% YoY
Under IRS private-foundation payout rules, Julie and Marty Belz Charitable Foundation reported a distributable amount of $376 for 2024 — the minimum it must pay out in qualifying distributions.
About Julie and Marty Belz Charitable Foundation
Based on IRS filings
Julie and Marty Belz Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8K in total assets. In 2024, it awarded 4 grants totaling $8K. Net investment income was $325.
Focus Areas
Ready to take the next step with Julie and Marty Belz Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,743 | $10,199 | $8,226 |
| Revenue | $5,825 | $3,592 | $4,617 |
| Expenses | $8,280 | $1,619 | $3,671 |
| Qualifying Distributions | $8,280 | $1,619 | $3,671 |
| Net Investment Income | $325 | $272 | $17 |
| Distributable Amount | $376 | $379 | $358 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Baron Hirsch Congregation ($5,940), Friends of Untied Hetzalah of Israel ($1,800), Chabad Lubavitch of Montana ($360).
| Recipient | Purpose | Amount |
|---|---|---|
| Chabad Lubavitch of Montana Bozeman, MT | Religious | $360 |
| Friends of Untied Hetzalah of Israel New York, NY | Health/Welfare | $1,800 |
| Baron Hirsch Congregation Memphis, TN | Religious | $5,940 |
| St Jude Children's Research Hospital Memphis, TN | Health/Welfare | $50 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Martin S Belz | President | — | — |
| Julianne P Belz | Secretary | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Julie and Marty Belz Charitable Foundation?
Julie and Marty Belz Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. It holds $8K in total assets as of 2024.
How large is Julie and Marty Belz Charitable Foundation?
As of 2024, Julie and Marty Belz Charitable Foundation holds $8K in total assets with $6K in annual revenue. It awarded 4 grants totaling $8K in 2024.
Where does Julie and Marty Belz Charitable Foundation operate?
Julie and Marty Belz Charitable Foundation has awarded grants in Missouri, Montana, New York, Tennessee.
What size grants does Julie and Marty Belz Charitable Foundation award?
In 2024, Julie and Marty Belz Charitable Foundation awarded 4 grants totaling $8K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Julie and Marty Belz Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Julie and Marty Belz Charitable Foundation reported a distributable amount of $376 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Julie and Marty Belz Charitable Foundation's EIN?
Julie and Marty Belz Charitable Foundation's EIN (Employer Identification Number) is 62-1713829. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Julie and Marty Belz Charitable Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
California Community Foundation
LOS ANGELES, CA
Assets
$2.2B
Grants
2,025
Total Given
$272.6M
The Community Foundation for Greater
ATLANTA, GA
Assets
$1.5B
Grants
1,414
Total Given
$152.3M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
H Herbert Myers Memorial Foundation
PARSIPPANY, NJ
Assets
$3.9M
Grants
61
Total Given
$317K
David and Susan Kreisman Family
DELRAY BEACH, FL
Assets
$1.0M
Grants
27
Total Given
$1.1M
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Quinn Emanuel Foundation
LOS ANGELES, CA
Assets
$876K
Grants
92
Total Given
$1.9M
Erdle Foundation
DELRAY BEACH, FL
Assets
$5.1M
Grants
49
Total Given
$170K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Julie and Marty Belz Charitable Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities