2024-05-06T10:54:55-05:00 2023-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2022-07-01 205307526 TEMPLE B'RITH KODESH FOUNDATION TEMP 5852447060 2131 ELMWOOD AVE ROCHESTER NY 14618 RICK GOLDSTEIN TREASURER 5852447060 2024-04-18 1 RICK GOLDSTEIN 999009999 0 JASON REDMAN P02388231 5854231860 2024-04-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BARRY GILBERT 2131 ELMWOOD AVE ROCHESTER NY 14618 264889 0 X N/A X 2006 NY SUPPORTING ORGANIZATION FOR RELIGIOUS INSTITUTION 10 10 0 10 0 0 50996 76876 0 0 75225 74952 0 0 126221 151828 0 0 230276 119721 0 0 0 0 0 18150 11765 248426 131486 -122205 20342 2584202 2768965 2000 986 2582202 2767979 X THE TEMPLE B'RITH KODESH FOUNDATION (TBK FOUNDATION) WILL:1. DEVELOP THE TBK FOUNDATION AS THE PERMANENT BASE OF FINANCIAL SUPPORT FOR THE CONGREGATION2. ENCOURAGE, PROMOTE AND SOLICIT GIFTS AND BEQUESTS THAT ENSURE, AUGMENT, STRENGTHEN AND FORTIFY THE CONGREGATION RESOURCES; AND3. EDUCATE OUR CONGREGANTS ON THE ROLE OF CHARITABLE GIVING IN FINANCIAL AND ESTATE PLANNING, AND TO ASSIST THEM IN ACHIEVING THEIR CONGREGATIONAL AND JEWISH COMMUNAL PHILANTHROPIC GOALS IN THE MOST TAX-ADVANTAGED MANNER.4. POSITION THE TBK FOUNDATION AND ITS MISSION ON AN EQUAL PLANE WITH OTHER WORTHWHILE INSTITUTIONS.THE TBK FOUNDATION WILL SERVE AS THE FINANCIAL BEDROCK FOR THE CONGREGATION AND, THROUGH INDIVIDUAL AND FAMILY PHILANTHROPY AT ALL LEVELS OF COMMITMENT, HELP LINK OUR RICH AND ILLUSTRIOUS HERITAGE TO A VIBRANT AND PROMISING FUTURE. 0 0 121524 TO SUPPORT THE MISSION OF TEMPLE B'RITH KODESH BY PROVIDING UNRESTRICTED SUPPORT FOR OPERATING EXPENSES. 121524 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 X THE ORGANIZATION 5852447060 2131 ELMWOOD AVE ROCHESTER NY 14618 RICK GOLDSTEIN TREASURER 0.25 X X 0 0 0 SAM NAROTSKY DIRECTOR 0.25 2.00 X 0 0 0 BARRY GILBERT CHAIRMAN 0.50 X X 0 0 0 MICHAEL GORDON VICE CHAIRMAN 0.25 X X 0 0 0 DAVID STONE DIRECTOR 0.25 0.50 X 0 0 0 JUDY BULIN DIRECTOR 0.25 X 0 0 0 ROBERT KRAVETZ DIRECTOR 0.25 X 0 0 0 MORRIE WEINSTEIN DIRECTOR 0.25 X 0 0 0 LINDA LOWENSTEIN DIRECTOR 0.25 X 0 0 0 SUE LOCOCO DIRECTOR 0.25 X 0 0 0 MICHAEL YUDELSON EXECUTIVE DIRECTOR 2.00 45.00 X 0 75071 28483 0 75071 28483 0 0 0 0 0 76876 76876 66601 66601 121412 113061 8351 8351 8351 151828 0 0 74952 119721 119721 1500 1500 9962 9962 414 414 BAD DEBT EXPENSE -111 -111 131486 121524 9962 0 19063 29816 204804 200215 56720 22698 2367 3352 825060 939761 1476188 1573123 2584202 2768965 2000 0 0 986 2000 986 X 1346639 1683435 1235563 1084544 2582202 2767979 2584202 2768965 20342 165435 0 X X 0 1 X 1 0 X X 1 TEMPLE B'RITH KODESH 160743199 1 1 119721 0 1 119721 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 7020SHS SCHWAB INTL EQUITY EFT 250263 F 13,510SHS SCHWAB US LARGE CAP EFT 707519 F 2021SHS SCHWAB US MID CAP EFT 143552 F 4095SHS SCHWAB US AGGREGATE BOND EFT 189025 F 3890SHS VANGUARD TOTAL BOND MARKET EFT 282764 F 1573123 DUE TO AFFILATE 986 986 X PART X, LINE 2: TBK AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE TEMPLE'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TBK IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A RELIGIOUS ORGANIZATION AND IS NOT REQUIRED TO FILE AN INFORMATION RETURN WHEREAS THE FOUNDATION IS REQUIRED TO FILE ANNUALLY. TBK AND THE FOUNDATION HAS ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS ENTITIES THAT ARE NOT PRIVATE FOUNDATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER: TEMPLE B'RITH KODESH FORM 990, PART VI, SECTION A, LINE 7A BOARD OF GOVERNORS RECOMMEND TRUSTEES FOR APPROVAL BY MEMBER FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER ELECTS OR REMOVES MEMBERS AND/OR OFFICERS OF THE BOARD OF GOVERNORS AND APPROVES ANY AMENDMENTS TO THE CERTIFICATE OF INCORPORATION OR BY-LAWS FORM 990, PART VI, SECTION B, LINE 11B OFFICERS REVIEW FORM 990 AND REPORT TO THE BOARD FOR APPROVAL FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH TRUSTEE SIGNS THE CONFLICT OF INTEREST POLICY STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST MADE AT TEMPLE B'RITH KODESH OFFICE. FORM 990, PART XII, LINE 2C: THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS. TEMPLE B'RITH KODESH 2131 ELMWOOD AVENUE ROCHESTER NY 14618 160743199 RELIGIOUS NY 501(C)(3) LINE 1 N/A 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 TEMPLE B'RITH KODESH B 119721 CASH