2023-03-02T08:22:38-06:00 2022-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2021-07-01 205307526 TEMPLE B'RITH KODESH FOUNDATION TEMP 5852447060 2131 ELMWOOD AVE ROCHESTER NY 14618 BARRY GILBERT TREASURER 5852447060 2023-02-17 1 BARRY GILBERT 999009999 JASON REDMAN P02388231 5854231860 2023-02-17 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LORRAINE WOLCH 2131 ELMWOOD AVE ROCHESTER NY 14618 402077 0 X N/A X 2006 NY SUPPORTING ORGANIZATION FOR RELIGIOUS INSTITUTION 9 9 0 9 0 0 7461 50996 0 0 80559 75225 0 0 88020 126221 0 0 79551 230276 0 0 15529 0 0 -39374 18150 55706 248426 32314 -122205 3122096 2584202 1250 2000 3120846 2582202 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 235242 TO SUPPORT THE MISSION OF TEMPLE B'RITH KODESH BY PROVIDING UNRESTRICTED SUPPORT FOR OPERATING EXPENSES. 235242 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 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 9 9 0 0 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 X THE ORGANIZATION 5852447060 2131 ELMWOOD AVE ROCHESTER NY 14618 SARAH LIEBSCHUTZ DIRECTOR 0.25 X 0 0 0 RICK GOLDSTEIN DIRECTOR 0.25 X 0 0 0 SAM NAROTSKY DIRECTOR 0.25 2.00 X 0 0 0 JERRY ZAKALIK DIRECTOR 0.25 X 0 0 0 LORRAINE WOLCH CHAIRWOMAN 1.00 X X 0 0 0 BARRY GILBERT TREASURER 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 MIKE KAUFMAN DIRECTOR 0.25 1.00 X 0 0 0 MICHAEL YUDELSON EXECUTIVE DIRECTOR 2.00 45.00 X 0 75762 25140 0 75762 25140 0 0 0 0 0 50996 50996 58159 58159 292922 275856 17066 17066 17066 126221 0 0 75225 230276 230276 10791 10791 2393 2393 BAD DEBT EXPENSE 2541 2541 EVENTS AND ACTIVITIES 2425 2425 248426 235242 13184 0 13095 19063 349223 204804 172356 56720 2367 2367 777310 825060 1807745 1476188 3122096 2584202 1250 2000 1250 2000 X 1639235 1346639 1481611 1235563 3120846 2582202 3122096 2584202 -122205 -416439 0 X X 0 1 X 1 0 X X 1 TEMPLE B'RITH KODESH 160743199 1 1 230276 0 1 230276 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 6320SHS SCHWAB INTL EQUITY EFT 220779 F 8020SHS SCHWAB US LARGE CAP EFT 681735 F 2031SHS SCHWAB US MID CAP EFT 136814 F 6285SHS SCHWAB US AGGREGATE BOND EFT 196028 F 2590SHS VANGUARD TOTAL BOND MARKET EFT 240832 F 1476188 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 0 0 0 0 0 0 0 0 0 MICHAEL YUDELSON EXECUTIVE DIRECTOR 0 75762 0 0 0 0 0 0 0 25140 0 100902 0 0 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 A, LINE 8A ALL MEETINGS THAT WERE ATTENDED VIA ZOOM WERE RECORDED AND ARCHIVED FOR FUTURE REFERENCE. NOT ALL BOARD MEETINGS THAT WERE VIA ZOOM WERE TRANSCRIBED AND DOCUMENTED AS MINUTES. GOING FORWARD, THE BOARD INTENDS TO ASSURE THAT ALL MEETINGS ARE DOCUMENTED WITH MINUTES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON THE BEHALF OF THE BOARD. THEY ONLY MAKE RECOMMENDATIONS TO THE BOARD. 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 ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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 230276 CASH