BETH TFILOH FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BETH TFILOH FOUNDATION INC (EIN 52-1837996)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-09
IRS object ID
202321299349301787
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-09T11:15:50-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521394567PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KATZ & ASSOCIATES PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11777 REISTERSTOWN ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521837996EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BETH TFILOH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETHBusinessNameControlTxt
Phone4104861900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 OLD COURT ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAVI BENUSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4104861900PhoneNum
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAVIPersonFirstNm
Person LastBENUSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL L PURVISPreparerPersonNm
PTINP00230077PTIN
Phone4106022266PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 OLD COURT ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,553,435GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BETHTFILOH.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO SUPPORT THE BETH TFILOH DAHAN COMMUNITY SCHOOL, THE BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC., AND THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$149,097PYContributionsGrantsAmt
CY Contributions Grants$25,272,669CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$517,791PYInvestmentIncomeAmt
CY Investment Income$1,280,766CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$666,888PYTotalRevenueAmt
CY Total Revenue$26,553,435CYTotalRevenueAmt
PY Grants And Similar Paid$1,083,018PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,276,890CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,460PYOtherExpensesAmt
CY Other Expenses$3,619CYOtherExpensesAmt
PY Total Expenses$1,085,478PYTotalExpensesAmt
CY Total Expenses$1,280,509CYTotalExpensesAmt
PY Revenues Less Expenses-$418,590PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$25,272,926CYRevenuesLessExpensesAmt
Total Assets BOY$25,530,636TotalAssetsBOYAmt
Total Assets EOY$44,277,706TotalAssetsEOYAmt
Total Liabilities BOY$6,026TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,026TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,524,610NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$44,264,680NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT THE BETH TFILOH DAHAN COMMUNITY SCHOOL, BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC. AND THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,215,557ExpenseAmt
Grant$1,215,557GrantAmt
DescGRANTS AND SUPPORTING SERVICES TO BENEFIT BETH TFILOH DAHAN COMMUNITY SCHOOL AND BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$61,333ExpenseAmt
Grant$61,333GrantAmt
DescFEES PAID TO THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. FOR ADMINISTRATIVE SUPPORT PROVIDED TO THE BETH TFILOH FOUNDATION, INC.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,276,890TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LARRY BRENNER BETH TFILOHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4104132339PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 OLD COURT ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BECKY BRENNER
PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
NEIL SWEREN
VICE PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
AARON LEVINOFF
SECRETARY1.501.50Yes (X)Yes (X)$0$0$0
AVI BENUS
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
MICHAEL FRIEDMAN
ASSISTANT SECRETARY1.0040.00Yes (X)Yes (X)$0$253,852$12,123
BETH GOLDSMITH
DIRECTOR1.001.00Yes (X)$0$0$0
DODI SAMUEL
DIRECTOR1.001.00Yes (X)$0$0$0
MICHAEL BRESLER
DIRECTOR1.001.00Yes (X)$0$0$0
MARC B TERRILL
DIRECTOR1.0040.00$0$841,681$45,897Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,095,533TotReportableCompRltdOrgAmt
Total Other Compensation$58,020TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$25,272,669AllOtherContributionsAmt
Total Contributions$25,272,669TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$742,618TotalRevenueColumnAmt
Exclusion$742,618ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$538,148SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$538,148SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$538,148TotalRevenueColumnAmt
Exclusion$538,148ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,553,435TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,280,766ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,276,890TotalAmt
Program Services$1,276,890ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,950TotalAmt
Management And General$2,950ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$669TotalAmt
Management And General$669ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,280,509TotalAmt
Program Services$1,276,890ProgramServicesAmt
Management And General$3,619ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$126,491BOYAmt
EOY$246,485EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$542,070BOYAmt
EOY$4,293,666EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$181BOYAmt
EOY$112EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$24,861,894BOYAmt
EOY$39,737,443EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,530,636BOYAmt
EOY$44,277,706EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$26BOYAmt
EOY$26EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,000BOYAmt
EOY$13,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,026BOYAmt
EOY$13,026EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,834,652BOYAmt
EOY$32,769,156EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,689,958BOYAmt
EOY$11,495,524EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,524,610BOYAmt
EOY$44,264,680EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,530,636BOYAmt
EOY$44,277,706EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$25,272,926ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,532,856NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations3SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (3 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
THE ASSOCJEWISH COMMUNITY FED BALTIMORE
52060795710Yes (1)$61,333$0
BETH TFILOH DAHAN COMMUNITY SCHOOL
4620389752Yes (1)$700,750$0
BETH TFILOH CONGREGATION OF BALTIMORE CITY
5205921261Yes (1)$514,807$0
FieldValueIRS element (for citing)
Supported Organizations Total3SupportedOrganizationsTotalCnt
Support Sum$1,276,890SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,018,471BeginningYearBalanceAmt
Contributions$17,679,881ContributionsAmt
Investment Earnings Or Losses-$3,502,899InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,014,915GrantsOrScholarshipsAmt
End Year Balance$29,180,538EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,742,287BeginningYearBalanceAmt
Contributions$54,858ContributionsAmt
Investment Earnings Or Losses$3,968,519InvestmentEarningsOrLossesAmt
Grants Or Scholarships$747,193GrantsOrScholarshipsAmt
End Year Balance$16,018,471EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,025,044BeginningYearBalanceAmt
Contributions$72,532ContributionsAmt
Investment Earnings Or Losses$422,050InvestmentEarningsOrLossesAmt
Grants Or Scholarships$777,339GrantsOrScholarshipsAmt
End Year Balance$12,742,287EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,380,275BeginningYearBalanceAmt
Contributions$66,066ContributionsAmt
Investment Earnings Or Losses$288,837InvestmentEarningsOrLossesAmt
Grants Or Scholarships$710,134GrantsOrScholarshipsAmt
End Year Balance$13,025,044EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,972,781BeginningYearBalanceAmt
Contributions$108,319ContributionsAmt
Investment Earnings Or Losses$1,017,373InvestmentEarningsOrLossesAmt
Grants Or Scholarships$718,198GrantsOrScholarshipsAmt
End Year Balance$13,380,275EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.54130BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.34380PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11490TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
JEWISH COMMUNITY INVESTMENT FUND$39,722,443F
STATE OF ISRAEL BONDS$15,000C
FieldValueIRS element (for citing)
Total Book Value Securities$39,737,443TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION HAS ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDANCE UNDER ASC 740. THIS FRAMEWORK "ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES" CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION IS A NOT-FOR-PROFIT RELIGIOUS ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FILING INCOME TAX RETURNS, EXCEPT FOR THE BETH TFILOH FOUNDATION, INC. AND THE THE HARON DAHAN ENDOWMENT FUND FOR BETH TFILOH, INC., WHICH ARE REQUIRED TO FILE FORM 990. THE ORGANIZATION'S BOOKS AND RECORDS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. AN AUDIT MAY INCLUDE A REVIEW OF TAX POSITIONS TAKEN REGARDING UNRELATED BUSINESS INCOME, ALTERNATIVE INVESTMENTS AND THE VERY NATURE OF ITS EXEMPT STATUS. BASED UPON CURRENT FACTS AND CIRCUMSTANCES, THE ORGANIZATION HAS NOT ACCRUED ANY PROVISION FOR TAXES. IN GENERAL, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE IRS OR STATE TAXING AUTHORITIES FOR YEARS PRIOR TO 2019.
SCHEDULE D, PART V, LINE 4THE ENDOWMENT FUNDS ARE INVESTMENTS USED TO FUND SPECIFIC NEEDS OF THE BETH TFILOH DAHAN COMMUNITY SCHOOL, INC. AND THE BETH CONGREGATION OF BALTIMORE CITY, INC. TO HELP FURTHER THEIR EXEMPT PURPOSE.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BETH TFILOH DAHAN COMMUNITY SCHOOL
3300 OLD COURT ROADBALTIMOREMD21208462038975501(C)(3)$700,750$0OPERATING SUPPORT
BETH TFILOH CONGREGATION OF BALTIMORE CITY INC
3300 OLD COURT ROADBALTIMOREMD21208520592126501(C)(3)$514,807$0OPERATING SUPPORT
THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE
101 WEST MT ROYAL AVENUEBALTIMOREMD21201520607957501(C)(3)$61,333$0FEES FOR ADMINISTRATIVE SUPPORT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART 1, LINE 2FormAndLineReferenceDesc
ExplanationGRANT SUGGESTIONS ARE REVIEWED FOR COMPLIANCE WITH IRS REGULATIONS TO DETERMINE IF THE DISTRIBUTION IS PERMISSIBLE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARC B TERRILL
DIRECTOR$0$727,510$0$75,000$0$39,171$0$11,529$0$34,368$0$887,578$0$0
MICHAEL FRIEDMAN
ASSISTANT SECRETARY$0$253,852$0$0$0$0$0$10,045$0$2,078$0$265,975$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I LINE 4B:MARC B. TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. THERE WERE NO AMOUNTS VESTED OR RECEIVED FROM THE PLAN DURING THE TAX YEAR. MARC TERRILL HAS A CONTRACT EXECUTED ON JULY 1, 2020. THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLINED IN THE CONTRACT WITH THE ASSOCIATED.
PART II, COLUMN ATHE DIRECTORS OF THE BETH TFILOH FOUNDATION, INC. RECEIVE NO COMPENSATION FOR THEIR SERVICES. HOWEVER, ONE CURRENT DIRECTOR AND ONE FORMER DIRECTOR ARE EMPLOYED BY THE SUPPORTED ENTITY THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED). ALL OF THE COMPENSATION AND BENEFITS LISTED ARE PAID BY THE ASSOCIATED, NONE OF IT IS ATTRIBUTED TO THEIR SERVICE AS A DIRECTOR AND/OR OFFICER OF THE FOUNDATION.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$250,597NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6CLASS OF MEMBERS: THE MEMBERS OF THE CORPORATION SHALL BE DIVIDED INTO THREE CLASSES; THE ASSOCIATED MEMBER, THE SCHOOL MEMBER AND THE CONGREGATION MEMBER. THE ASSOCIATED MEMBER SHALL BE THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. THE SCHOOL MEMBER SHALL BE THE BETH TFILOH DAHAN COMMUNITY SCHOOL, INC. (THE "SCHOOL"). THE CONGREGATION MEMBER SHALL BE BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC. (THE "CONGREGATION").
FORM 990, PART VI, SECTION A, LINE 7ADESIGNATION OF REPRESENTATIVE BY MEMBERS: THE MEMBERS MAY FROM TIME TO TIME DESIGNATE A REPRESENTATIVE, AND ALTERNATES, TO EXERCISE THEIR VOTES, EXECUTE PROXIES ON THEIR BEHALF, AND IN ALL OTHER RESPECTS ACT ON THEIR BEHALF AS A MEMBER.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 AND SUPPORTING SCHEDULES ARE DISTRIBUTED TO THE OFFICERS AND DIRECTORS UPON COMPLETION FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE SUPPORTED ORGANIZATION MONITORS AND ENFORCES COMPLIANCE OF THE CONFLICT OF INTEREST POLICY BY REGULARLY REVIEWING THE BOARD OF DIRECTORS, ITS ACTIONS, AND THE INVESTMENT OF ASSETS TO ENSURE THAT IT COMPLIES WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
SCHEDULE B - FOOTNOTECONTRIBUTIONS TO THE FOUNDATION INCLUDE MANY LONG TERM PLEDGES. PAYMENTS ON THESE PLEDGES ARE OFTEN MADE IN A COMBINATION OF CASH AND SECURITIES, NOT DETERMINED AT THE COMMITMENT DATE OF THE PLEDGE. WE REPORT THE SCHEDULE OF CONTRIBUTORS ON THE CASH BASIS OF ACCOUNTING IN ORDER TO SEGREGATE THE CONTRIBUTION BY CASH OR SECURITIES, AS REQUIRED ON SCHEDULE B. THE BOOKS AND RECORDS OF THE FOUNDATION AS REPORTED ON FORM 990 ARE ON THE ACCRUAL BASIS OF ACCOUNTING.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
THE ASSOCIATEDJEWISH COMMUNITY FEDERATION OF BALTIMORE INC
101 W MOUNT ROYAL AVENUEBALTIMOREMD21201FUNDRAISINGMD501(C)(3)LINE 10N/A0
BETH TFILOH DAHAN COMMUNITY SCHOOL INC
3300 OLD COURT ROADBALTIMOREMD21208SCHOOLMD501(C)(3)LINE 2N/A0
BETH TFILOH CONGREGATION OF BALTIMORE CITY INC
3300 OLD COURT ROADBALTIMOREMD21208SYNAGOGUEMD501(C)(3)LINE 1N/A0
BETH JACOB OHR KNESSETH ISRAEL ANSHE-SPHARD CONGREGATION INC
3300 OLD COURT ROADBALTIMOREMD21208SYNAGOGUEMD501(C)(3)LINE 1N/A0
HARON DAHAN ENDOWMENT FUND FOR BETH TFILOH INC
3300 OLD COURT ROADBALTIMOREMD21208SUPPORTING ORGANIZATIONMD501(C)(3)LINE 12A, IN/A0
THE BETH YEDUDA-ANSHE KURLAND-KNESSETH ISRAEL KOLK-WOLYN NUSACH HEBREW CONG
3300 OLD COURT ROADBALTIMOREMD21208SYNAGOGUEMD501(C)(3)LINE 1N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BETH TFILOH DAHAN COMMUNITY SCHOOL INC
B$700,750FMV
BETH TFILOH CONGREGATION OF BALTIMORE CITY INC
B$514,807FMV
THE ASSOCIATEDJEWISH COMMUNITY FEDERATION OF BALTIMORE INC
M$61,333FMV
BETH TFILOH CONGREGATION OF BALTIMORE CITY INC
C$16,579,296FMV
BETH TFILOH DAHAN COMMUNITY SCHOOL INC
C$2,272,465FMV

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.