Julie and Marty Belz Charitable Foundation
Julie and Marty Belz Charitable Foundation is a private foundation, based in Memphis, TN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8K in total assets. In 2025, it awarded 6 grants totaling $8K. Net investment income was $276.
Key facts about Julie and Marty Belz Charitable Foundation
In short: Julie and Marty Belz Charitable Foundation gave $8K across 6 grants in 2025 (avg $1K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- EIN
- 62-1713829
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $7,857
- Grants made (2025)
- 6
- Average grant
- $1,310
- Median grant
- $1,150
- Total assets
- $7,934
- Primary geography
- Tennessee (71% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$8K
+2.5% YoY
Annual Giving
$8K
-3.6% YoY
Grant Count
6
+50.0% YoY
Avg Grant Size
$1K
-35.7% YoY
Under IRS private-foundation payout rules, Julie and Marty Belz Charitable Foundation reported a distributable amount of $389 for 2025 — the minimum it must pay out in qualifying distributions.
How Julie and Marty Belz Charitable Foundation gives
- Giving grew 123% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2K (2023) to $8K (2024). In 2025 it made 6 grants totaling $8K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Baron Hirsch Congregation ($4K). Together the top 6 received $8K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baron Hirsch Congregation Memphis, TN | Religious | $3,692 |
| The Epstein School Sandy Springs, GA | Educational | $1,800 |
| Young Israel of Memphis Memphis, TN | Religious | $1,800 |
| Chabad Lubavitch of Montana Bozeman, MT | Religious | $500 |
| Chabad Lubavitch of Memphis Memphis, TN | Religious | $40 |
| Christ Covenant Reformed Church Memphis, TN | Religious | $25 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,934 | $7,743 | $10,199 |
| Revenue | $8,141 | $5,825 | $3,592 |
| Expenses | $7,949 | $8,280 | $1,619 |
| Qualifying Distributions | $7,949 | $8,280 | $1,619 |
| Net Investment Income | $276 | $325 | $272 |
| Distributable Amount | $389 | $376 | $379 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Julie and Marty Belz Charitable Foundation is led by Martin S Belz, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Martin S Belz
President
On filings since 2020
No compensation reported
Julianne P Belz
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Julie and Marty Belz Charitable Foundation
How much does Julie and Marty Belz Charitable Foundation give each year?
Julie and Marty Belz Charitable Foundation gave $8K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 4 grants.
What is Julie and Marty Belz Charitable Foundation's typical grant size?
Julie and Marty Belz Charitable Foundation's median grant in 2025 was $1,150, and its average grant was $1,310, across 6 grants on its 2025 IRS Form 990-PF.
Where does Julie and Marty Belz Charitable Foundation give grants?
Julie and Marty Belz Charitable Foundation gives mostly in Tennessee: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Georgia (23%) and Montana (6%). The most frequent recipient cities were Memphis, TN (4 grants).
Does Julie and Marty Belz Charitable Foundation give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Julie and Marty Belz Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Religious" (5 grants).
Who are Julie and Marty Belz Charitable Foundation's largest grantees?
Julie and Marty Belz Charitable Foundation's largest 2025 grantees include Baron Hirsch Congregation ($3,692), The Epstein School ($1,800) and Young Israel of Memphis ($1,800), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.
How large is Julie and Marty Belz Charitable Foundation?
Julie and Marty Belz Charitable Foundation reported $8K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $389 (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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