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Temple B'Rith Kodesh Foundation FY2021 filing

Tax-deductible

Rochester, NY501(c)(3)Since 2006Foundations & GrantmakersEIN 20-5307526

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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.

501(c)(3) charity; gifts are tax-deductible.
43¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $26K a year · 23% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
43%
of spending
Concern: 43% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
78 mo
of spending, in cash
Looks good: 78.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1K
0.04% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$88K
+13% vs prior year
Spent
$56K
To programs
43%
Net assets
$3.1M
By yearFY2020–FY2024
Revenue
$88K
FY2021▲ +13%
Revenue by fiscal year
FY2020$78K
FY2021$88K
FY2022$126K
FY2023$152K
FY2024$122K
FY2024$1.2M
Expenses
$56K
FY2021▼ -46%
Expenses by fiscal year
FY2020$102K
FY2021$56K
FY2022$248K
FY2023$131K
FY2024$158K
FY2024$663K
Net assets
$3.1M
FY2021▲ +21%
Net assets by fiscal year
FY2020$2.6M
FY2021$3.1M
FY2022$2.6M
FY2023$2.8M
FY2024$3.0M
FY2024$3.2M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

43 cents of each dollar spent went to programs.

Program services 43% · $24K Management & general 29% · $16K Fundraising 28% · $16K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
Judy Bulin
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Sam Narotsky
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Lorraine Wolch
Chairwoman
$0Pt VII · Sec A
Barry Gilbert
Treasurer
$0Pt VII · Sec A
Michael Gordon
Vice Chairman
$0Pt VII · Sec A
See Temple B'Rith Kodesh Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps religious institutions with their operational needs.

Provided by the organization

This section is blank until Temple B'Rith Kodesh Foundation claims this page.

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1 program service account for $24K of program spending, described in the organization's own filed words · FY2020.
01

To support the mission of temple b'rith kodesh by providing unrestricted support for operating expenses.

$24Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Rubens Family FoundationFY2024$1K
Total grants receivedfrom 1 funder$1K
Grants paid · 1 grant · $79K · 2019–2019
Temple Brith KodeshNY · FY2019$78,703

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$88K
Ln 12
Investment incomeLn 3$81K
Gifts and grantsLn 1h$7K
Money outPt IX
$56K
Ln 25
Programscol B$24K
Managementcol C$16K
Fundraisingcol D$16K
Owns and owesPt X
$3.1M
net assets · Ln 32
Cash and savingsLn 1–2$362K
Total assetsLn 16$3.1M
LiabilitiesLn 26$1K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7K
Investment incomeLn 3$81K
Gains on assetsLn 7$33K
Total revenueLn 12$88K
Assets in detailPt X, end of year
CashLn 1$13K
SavingsLn 2$349K
Cash and savings togetherLn 1–2$362K
InvestmentsLn 11–13$2.6M
Total assetsLn 16$3.1M
LiabilitiesLn 26$1K
Net assetsLn 32$3.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$39K$362K
InvestmentsLn 11–13$2.1M$2.6M
Total assetsLn 16$2.6M$3.1M
LiabilitiesLn 26$1K$1K
Net assetsLn 32$2.6M$3.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$80K$80K
Professional fundraising feesLn 11e$16K$16K
Investment management feesLn 11f$15K$15K
Office expensesLn 13$1K$1K
Depreciation, depletion and amortizationLn 22$452$452
Other expenses (24a–d)Ln 24−$56K−$56K
Total functional expensesLn 25$56K$24K$16K$16K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $122K$158K−$36K$3.0M 990 PDF
FY2023 $152K$131K$20K$2.8M 990 PDF
FY2022 $126K$248K−$122K$2.6M 990 PDF
FY2021 Viewing $88K$56K$32K$3.1M 990 PDF
FY2020 $78K$102K−$25K$2.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $88,020 across 5 lines filed
VIII-1f All other contributions, gifts and grants$7,461
VIII-1h Total contributions, gifts and grants$7,461
VIII-3 Investment incomeExcluded from tax $47,228$47,228
VIII-7 Net gain or loss on sales of assetsExcluded from tax $33,331$33,331
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $80,559$88,020
Part IX · Statement of functional expenses $55,706 across 6 lines filed
IX-4 Benefits paid to or for membersPrograms $79,551$79,551
IX-11e Professional fundraising feesFundraising $15,529$15,529
IX-11f Investment management feesManagement $14,815$14,815
IX-13 Office expensesManagement $1,333$1,333
IX-22 Depreciation, depletion and amortizationPrograms $452$452
IX-24 Other expenses (24a–d)Programs −$55,974−$55,974
IX-25 Total functional expensesPrograms $24,029 · Management $16,148 · Fundraising $15,529$55,706
Part X · Balance sheet $3,122,096 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $39,405$13,095
X-2 Savings and temporary cash investments$349,223
X-3 Pledges and grants receivableStart of year $272,973$172,356
X-9 Prepaid expenses and deferred chargesStart of year $742$2,367
X-11 Publicly traded securitiesStart of year $2,120,205$777,310
X-12 Other securities$1,807,745
X-14 Intangible assetsStart of year $450$0
X-16 Total assetsStart of year $2,583,681$3,122,096
X-19 Deferred revenueStart of year $1,250$1,250
X-26 Total liabilitiesStart of year $1,250$1,250
X-27 Net assets without donor restrictionsStart of year $996,605$1,639,235
X-28 Net assets with donor restrictionsStart of year $1,585,826$1,481,611
X-32 Total net assets or fund balancesStart of year $2,582,431$3,120,846
X-33 Total liabilities and net assetsStart of year $2,583,681$3,122,096
Part XI · Reconciliation of net assets $3,120,846 net assets at year end
XI-1 Total revenue$88,020
XI-2 Total expenses$55,706
XI-3 Revenue less expenses$32,314
XI-4 Net assets at start of year$2,582,431
XI-5 Net unrealized gains (losses) on investments$506,101
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,120,846

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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