2026-05-05T12:43:13-05:00 2025-06-30 161092347 MENGEL METZGER BARR & CO LLP 370 WOODCLIFF DRIVE SUITE 2A FAIRPORT NY 14450 990 2024-07-01 205307526 TEMPLE B'RITH KODESH FOUNDATION TEMP 5852447060 2131 ELMWOOD AVE ROCHESTER NY 14618 RICK GOLDSTEIN TREASURER 5852447060 2026-04-27 1 0 JASON REDMAN P02388231 5854231860 2026-04-27 2024 2025-03-06 01:10:19Z JUDITH BULIN 2131 ELMWOOD AVE ROCHESTER NY 14618 1311175 0 X N/A X 2006 NY SUPPORTING ORGANIZATION FOR RELIGIOUS INSTITUTION. 11 11 0 11 0 0 47733 570328 0 0 73851 649797 0 0 121584 1220125 0 0 130038 646912 0 0 0 0 0 27985 16513 158023 663425 -36439 556700 2974720 3219242 3399 1338 2971321 3217904 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 647229 TO SUPPORT THE MISSION OF TEMPLE B'RITH KODESH BY PROVIDING UNRESTRICTED SUPPORT FOR OPERATING EXPENSES. 647229 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 11 11 0 0 1 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 1.50 X X 0 0 0 SAM NAROTSKY DIRECTOR 0.25 X 0 0 0 BARRY GILBERT DIRECTOR 0.50 X 0 0 0 MARVIN WOLK VICE CHAIRMAN 0.25 X X 0 0 0 HOWARD GROSSMAN DIRECTOR 0.25 0.50 X 0 0 0 JUDITH BULIN CHAIRMAN 0.25 2.00 X X 0 0 0 MONICA GURELL 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 SECRETARY 0.25 0.50 X X 0 0 0 CLARA SANGUINETTI DIRECTOR 0.25 X 0 0 0 MICHAEL YUDELSON EXECUTIVE DIRECTOR 2.00 45.00 X 0 86419 24585 0 86419 24585 0 0 0 0 0 570328 570328 92482 92482 648365 91050 557315 557315 557315 1220125 0 0 649797 646912 646912 1781 1781 11713 11713 2702 2702 SUPPLIES 317 317 663425 647229 16196 0 11242 4426 209970 5239 9898 4898 3352 3352 1076200 1008703 1664058 2192624 2974720 3219242 1500 1899 1338 3399 1338 X 2044800 2954807 926521 263097 2971321 3217904 2974720 3219242 556700 -310117 0 X X 0 1 X 1 0 X X 1 TEMPLE B'RITH KODESH 160743199 1 1 648341 0 1 648341 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 3890SHS VANGUARD TOTAL BOND MARKET EFT 551857 F ISHARES CORE S&P 500 909619 F ISHARES CORE MSCI 344537 F ISHARES CORE S&P MID CAP 239397 F ISHARES CORE S&P SMALL 147214 F 2192624 DUE TO AFFILATE 1338 1338 X PART X, LINE 2: TEMPLE B'RITH KODESH AND THE TEMPLE B'RITH KODESH 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. TEMPLE B'RITH KODESH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A RELIGIOUS ORGANIZATION AND IS NOT REQUIRED TO FILE AN INFORMATION RETURN WHEREAS THE TEMPLE B'RITH KODESH FOUNDATION IS REQUIRED TO FILE ANNUALLY. TEMPLE B'RITH KODESH AND THE TEMPLE B'RITH KODESH FOUNDATION HAS ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS ENTITIES THAT ARE NOT PRIVATE FOUNDATIONS. FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR, THE FOUNDATION REVISED ITS BYLAWS TO CLARIFY THE PROCESS FOR NOMINATING FOUNDATION GOVERNORS IN COORDINATION WITH THE BOARD OF TRUSTEES AND TO FORMALIZE THE FOUNDATION'S COLLABORATIVE RELATIONSHIP WITH THE BOARD OF TRUSTEES, THE TEMPLE, AND THE FUNDRAISING COMMITTEE. IN CONNECTION WITH THESE REVISIONS, THE FOUNDATION ALSO UPDATED ITS CONFLICT OF INTEREST POLICY TO ALIGN WITH NEW YORK STATE APPROVAL REQUIREMENTS. 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 648341 CASH