TEMPLE ISRAEL FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TEMPLE ISRAEL FOUNDATION (EIN 41-1769841)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-03-18
IRS object ID
202130779349300128
Schema version
2019v5.2
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)
Return2021-03-18T12:46:13-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410975573PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REDPATH AND COMPANY LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14810 WHITE BEAR PARKWAYAddressLine1Txt
CityWHITE BEAR LAKECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411769841EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEMPLE ISRAEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEMPBusinessNameControlTxt
Phone6123778680PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12324 EMERSON AVENUE SOUTHAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCINDY SHAPIROPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6123778680PhoneNum
Signature2021-02-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonASHLEY C REHN CPAPreparerPersonNm
PTINP00965922PTIN
Phone6514267000PhoneNum
Preparation2021-02-05PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCINDY SHAPIROPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12324 EMERSON AVENUE SOUTHAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,300,336GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTHE TEMPLE ISRAEL FOUNDATION CELEBRATES AND SUSTAINS TEMPLE ISRAEL AND ITS ROLE AS A VOICE FOR JEWISH VALUES IN THE CITY OF MINNEAPOLIS.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$163,706PYContributionsGrantsAmt
CY Contributions Grants$1,202,397CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$274,229PYInvestmentIncomeAmt
CY Investment Income$581,229CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$437,935PYTotalRevenueAmt
CY Total Revenue$1,783,626CYTotalRevenueAmt
PY Grants And Similar Paid$389,165PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$433,090CYGrantsAndSimilarPaidAmt
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$57,972CYTotalFundraisingExpenseAmt
PY Other Expenses$222,994PYOtherExpensesAmt
CY Other Expenses$232,779CYOtherExpensesAmt
PY Total Expenses$612,159PYTotalExpensesAmt
CY Total Expenses$665,869CYTotalExpensesAmt
PY Revenues Less Expenses-$174,224PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,117,757CYRevenuesLessExpensesAmt
Total Assets BOY$13,094,388TotalAssetsBOYAmt
Total Assets EOY$13,874,112TotalAssetsEOYAmt
Total Liabilities BOY$469,888TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,875TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,624,500NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,872,237NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE TEMPLE ISRAEL FOUNDATION CELEBRATES AND SUSTAINS TEMPLE ISRAEL AND ITS ROLE AS A VOICE FOR JEWISH VALUES IN THE CITY OF MINNEAPOLIS BY PROVIDING A PERMANENT BASE OF FINANCIAL SUPPORT TO AUGMENT AND STRENGTHEN TEMPLE ISRAEL'S JEWISH EDUCATIONAL, RELIGIOUS, PROGRAMMATIC, COMMUNITY AND INTERFAITH ACTIVITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$339,674ExpenseAmt
Grant$339,674GrantAmt
DescTHE FOUNDATION GIVES GRANTS TO TEMPLE ISRAEL TO SUPPORT THE ADVANCEMENT OF ITS MISSION, VISION AND VALUES. THIS INCLUDES GENERAL OPERATING SUPPORT, ADVANCING TEMPLE ISRAEL'S EDUCATIONAL AND COMMUNITY PROGRAMS AND SUPPORTING ITS WORSHIP SERVICES. ADDITIONALLY, THE FOUNDATION SUPPORTS TEMPLE ISRAEL FACILITIES BY PROVIDING FUNDING FOR REGULAR MAINTENANCE AND THE IMPROVEMENT OF ITS BUILDING AND GROUNDS. GRANTS ALSO SUPPORT JEWISH EDUCATION, INCLUDING RESOURCES FOR LEARNERS WITH SPECIAL NEEDS, ENABLING THEM TO PARTICIPATE FULLY IN BOTH FORMAL AND INFORMAL LEARNING. FUNDING ALSO SUPPORTS INTERFAITH PROGRAMS TOGETHER WITH AREA CHURCHES, MOSQUES, SYNAGOGUES AND OTHER FAITH COMMUNITIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$48,493ExpenseAmt
Grant$48,493GrantAmt
DescTHE FOUNDATION SUPPORTS JEWL (JEWISH EXPERIENTIAL WHOLE-PERSON LEARNING), TEMPLE ISRAEL'S EDUCATIONAL PROGRAMMING FOR LEARNERS IN GRADES K-10. JEWL PROVIDES INSTRUCTION IN JEWISH STUDIES, INCLUDING HEBREW. ADDITIONALLY, THE FOUNDATION SUPPORTS PROGRAMMING AT TEMPLE ISRAEL'S CAMP TEKO, WHICH SERVES OVER 300 CHILDREN FROM THROUGHOUT THE TWIN CITIES, AND HOSTS JEWISH PROGRAMMING FOR ALL AGES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$44,923ExpenseAmt
Grant$44,923GrantAmt
DescTHE FOUNDATION PROVIDES GRANTS TO TEMPLE ISRAEL TO ALLOCATE SCHOLARSHIPS BASED ON FINANCIAL NEED IN ORDER TO ASSURE THAT CONGREGANTS OF ALL AGES HAVE ACCESS TO PROGRAMS AND SERVICES AT TEMPLE ISRAEL AND THROUGHOUT THE JEWISH COMMUNITY. SCHOLARSHIPS ARE GRANTED FOR JEWISH EDUCATION, YOUTH PROGRAM ACTIVITIES, CAMP TEKO, JEWISH CAMPING EXPERIENCES, AND EARLY CHILDHOOD PROGRAMS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$433,090TotalProgramServiceExpensesAmt
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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 Required0ScheduleJRequiredInd
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 Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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 Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNE RASMUSSENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6123778680PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12324 EMERSON AVENUE SOUTHAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANDREW GELLMAN
IMMEDIATE PAST PRESIDENT2.00Yes (X)Yes (X)$0$0$0
CINDY SHAPIRO
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
MARC HASKO
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
BOB EDELSTEIN
TREASURER2.00Yes (X)Yes (X)$0$0$0
MICHAEL EPSTEIN
DIRECTOR2.00Yes (X)$0$0$0
SHERRI FEUER
DIRECTOR2.00Yes (X)$0$0$0
MIMI GLEEKEL
DIRECTOR2.00Yes (X)$0$0$0
KAREN GRABOW
DIRECTOR2.00Yes (X)$0$0$0
STEVE KALIN
DIRECTOR2.00Yes (X)$0$0$0
CHARLES NADLER
DIRECTOR2.00Yes (X)$0$0$0
MORT NAIMAN
DIRECTOR2.00Yes (X)$0$0$0
JIM PROMAN
DIRECTOR2.00Yes (X)$0$0$0
JEAN QUAM
DIRECTOR2.00Yes (X)$0$0$0
SUSAN RAPPAPORT
DIRECTOR2.00Yes (X)$0$0$0
ALAN SILVER
DIRECTOR2.00Yes (X)$0$0$0
ANNE STANFIELD
DIRECTOR2.00Yes (X)$0$0$0
DEB STEIN
DIRECTOR2.00Yes (X)$0$0$0
JED STILLMAN
DIRECTOR2.00Yes (X)$0$0$0
ROBERT SWILLER
DIRECTOR2.00Yes (X)$0$0$0
FREMAJANE WOLFSON
DIRECTOR2.00Yes (X)$0$0$0
PENNY ZIESSMAN
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,202,397AllOtherContributionsAmt
Total Contributions$1,202,397TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$280,444TotalRevenueColumnAmt
Exclusion$280,444ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,817,495SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,516,710SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$300,785SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$300,785TotalRevenueColumnAmt
Exclusion$300,785ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,783,626TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$581,229ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$433,090TotalAmt
Program Services$433,090ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,175TotalAmt
Management And General$2,175ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$76,003TotalAmt
Management And General$76,003ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$146,629TotalAmt
Management And General$96,629ManagementAndGeneralAmt
Fundraising$50,000FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,972TotalAmt
Fundraising$7,972FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$665,869TotalAmt
Program Services$433,090ProgramServicesAmt
Management And General$174,807ManagementAndGeneralAmt
Fundraising$57,972FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$100,786BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,356,771BOYAmt
EOY$1,759,447EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$139,116BOYAmt
EOY$495,950EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,497,715BOYAmt
EOY$11,541,985EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$76,730EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,094,388BOYAmt
EOY$13,874,112EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$469,888BOYAmt
EOY$1,875EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$469,888BOYAmt
EOY$1,875EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$846,680BOYAmt
EOY$851,821EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,777,820BOYAmt
EOY$13,020,416EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,624,500BOYAmt
EOY$13,872,237EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,094,388BOYAmt
EOY$13,874,112EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,117,757ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$129,980NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,081,912CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,642,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$371,882CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$163,706CurrentTaxYearMinus1YearAmt
Current Tax Year$1,202,397CurrentTaxYearAmt
Total$5,462,605TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,081,912CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,642,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$371,882CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$163,706CurrentTaxYearMinus1YearAmt
Current Tax Year$1,202,397CurrentTaxYearAmt
Total$5,462,605TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,702,720SubstantialContributorsTotAmt
Public Support Total170$1,759,885PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$127,042CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,718CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$194,782CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$274,229CurrentTaxYearMinus1YearAmt
Current Tax Year$280,444CurrentTaxYearAmt
Total$1,010,215TotalAmt
FieldValueIRS element (for citing)
Total Support$6,472,820TotalSupportAmt
Public Support CY1700.27190PublicSupportCY170Pct
Public Support PY1700.29070PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestSINCE INCEPTION OF TEMPLE ISRAEL FOUNDATION (THE FOUNDATION) IN JANUARY OF 1989, THE ENTITY HAS CELEBRATED AND SUSTAINED TEMPLE ISRAEL AND ITS ROLE AS A VOICE FOR JEWISH VALUES IN THE CITY OF MINNEAPOLIS. THE FOUNDATION PROVIDES SUPPORT TO TEMPLE ISRAEL, A SEPARATE LEGAL ENTITY OPERATED AS AN IRC SECTION 501(C)(3) SYNAGOGUE. AND UNRELATED BASED ON IRS DEFINITION, TO SUSTAIN AND SUPPORT THEIR ACTIVITIES IN PERPETUITY.THE 2018 FORM 990 MARKS THE FIRST YEAR IN THE FOUNDATION'S HISTORY THAT THE PUBLIC SUPPORT PERCENTAGE HAS FALLEN BELOW 33 1/3%. THIS IS DUE TO SEVERAL FACTORS, INCLUDING INCREASING INVESTMENT EARNINGS FROM THE SIGNIFICANT AMOUNT OF ENDOWMENT FUNDS RECEIVED OVER THE FOUNDATION'S HISTORY. ALTHOUGH THE FOUNDATION RECEIVES A SUBSTANTIAL NUMBER OF DONATIONS EACH YEAR, FROM OVER 375 DONORS, THE FOUNDATION WAS PRIMARILY ESTABLISHED IN ORDER TO CREATE A LEGACY GIVING VEHICLE FOR CONGREGANTS AND OTHER SUPPORTERS OF TEMPLE ISRAEL IN ORDER TO BUILD A PERMANENT BASE OF SUPPORT FOR SYNAGOGUE OPERATIONS. NO MATTER THE NUMBER OF DONATIONS WE MAY RECEIVE FROM THE GENERAL PUBLIC, GIFTS WE RECEIVE THROUGH INDIVIDUALS' ESTATES TYPICALLY EXCEED THEM, AND REGULARLY EXCEED THE 2% THRESHOLD, SIGNIFICANTLY REDUCING THE PUBLIC SUPPORT PERCENTAGE. BY THE NATURE OF BEQUESTS, IT IS IMPOSSIBLE TO PREDICT HOW LARGE THEY WILL BE OR WHEN WE WILL RECEIVE THEM. THE FOUNDATION ACTIVELY SOLICITS CONTRIBUTIONS IN MANY WAYS. ADDITIONALLY, TEMPLE ISRAEL HIRED A HALF-TIME FOUNDATION DIRECTOR THIS YEAR FOR THE FIRST TIME IN ORDER TO PROVIDE MORE DEDICATED STAFF TIME TO THE FOUNDATION. ENDOWMENT FUND REPORTS ARE NOW SENT ANNUALLY TO ALL OF OUR ENDOWMENT FUND HOLDERS. THESE DONORS ARE INVITED TO MAKE GIFTS TO THEIR ENDOWMENT FUNDS ON A REGULAR BASIS. SPECIAL EVENTS ARE HELD ON A REGULAR BASIS FOR THESE DONORS, AND THEIR NAMES AND THE NAMES OF THEIR FUNDS ARE PUBLISHED REGULARLY IN THE ANNUAL REPORT AND ON THE TEMPLE ISRAEL WEBSITE AS AN ADDITIONAL REMINDER TO MAKE GIFTS TO THE ENDOWMENT. A NEW PROGRAM, LEGACY SHABBAT, PUBLICIZES THE WORK OF THE FOUNDATION TO THE ENTIRE CONGREGATION. WHEN A CONGREGANT WITH AN ENDOWMENT FUND PASSES AWAY, THE NAME OF THEIR FUND IS PUBLISHED ON OUR WEBSITE'S "DONATIONS" PAGE, MAKING IT EASY FOR THE GENERAL PUBLIC TO MAKE A DONATION TO THE FOUNDATION IN THAT INDIVIDUAL'S MEMORY, A COMMON CULTURAL PRACTICE IN JUDAISM. THE FOUNDATION'S GOVERNING BOARD CONSISTS OF 18 DIVERSE UNRELATED INDIVIDUALS AND REPRESENT THE BROAD INTERESTS OF PUBLIC THAT SUPPORT THE FOUNDATION BOTH FINANCIALLY AND THROUGH THEIR DESIRE TO VOLUNTEER THEIR TIME AND EXPERTISE. THE ACTIVITIES OF THE FOUNDATION ASSIST THE COMMUNITY BY ALLOCATING SCHOLARSHIPS FOR JEWISH EDUCATION AND YOUTH PROGRAM ACTIVITIES, JEWISH EXPERIENTIAL WHOLE-PERSON LEARNING, AND MAINTAINING AND SUPPORTING TEMPLE ISRAEL.FactsAndCircumstancesTestTxt

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$11,777,820BeginningYearBalanceAmt
Contributions$1,202,397ContributionsAmt
Investment Earnings Or Losses$427,654InvestmentEarningsOrLossesAmt
Grants Or Scholarships$250,139GrantsOrScholarshipsAmt
Administrative Expenses$137,316AdministrativeExpensesAmt
End Year Balance$13,020,416EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,311,047BeginningYearBalanceAmt
Contributions$163,706ContributionsAmt
Investment Earnings Or Losses$626,276InvestmentEarningsOrLossesAmt
Grants Or Scholarships$179,187GrantsOrScholarshipsAmt
Administrative Expenses$144,022AdministrativeExpensesAmt
End Year Balance$11,777,820EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,705,194BeginningYearBalanceAmt
Contributions$370,416ContributionsAmt
Investment Earnings Or Losses$535,940InvestmentEarningsOrLossesAmt
Grants Or Scholarships$171,152GrantsOrScholarshipsAmt
Administrative Expenses$129,351AdministrativeExpensesAmt
End Year Balance$11,311,047EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,114,244BeginningYearBalanceAmt
Contributions$2,642,708ContributionsAmt
Investment Earnings Or Losses$1,270,323InvestmentEarningsOrLossesAmt
Grants Or Scholarships$322,794GrantsOrScholarshipsAmt
Administrative Expenses$385,914AdministrativeExpensesAmt
End Year Balance$11,318,567EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,444,924BeginningYearBalanceAmt
Contributions$1,081,912ContributionsAmt
Investment Earnings Or Losses-$87,759InvestmentEarningsOrLossesAmt
Grants Or Scholarships$249,631GrantsOrScholarshipsAmt
Administrative Expenses$75,202AdministrativeExpensesAmt
End Year Balance$8,114,244EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.86940PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.13060TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,837,603TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$129,980NetUnrealizedGainsInvstAmt
Revenue Not Reported$129,980RevenueNotReportedAmt
Revenue Subtotal$1,707,623RevenueSubtotalAmt
Investment Expenses Not Incld$76,003InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$76,003RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,783,626TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$589,866TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$589,866ExpensesSubtotalAmt
Investment Expenses Not Incld2$76,003InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$76,003ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$665,869TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE PURPOSE OF TEMPLE ISRAEL FOUNDATION IS TO SUPPORT TEMPLE ISRAEL.
PART X, LINE 2:THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO TAX POSITIONS WHICH ARE CONSIDERED UNLIKELY TO BE SUSTAINED UPON EXAMINATION BY FEDERAL, STATE, OR LOCAL AUTHORITIES. THE ENTITY FILES AS A TAX-EXEMPT ORGANIZATION.
PARTS XI AND XIITHE FOUNDATION IMPLEMENTED THE PROVISIONS OF ACCOUNTING STANDARDS UPDATE (ASU) 2014-09, REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606), AND ASU 2018-08, CLARIFYING THE SCOPE AND THE ACCOUNTING GUIDANCE FOR CONTRIBUTIONS RECEIVED AND CONTRIBUTIONS MADE. THE INTENT OF THE NEW STANDARDS IS TO IMPROVE THE USEFULNESS AND UNDERSTANDABILITY OF THE FOUNDATION'S FINANCIAL REPORTING. ASU 2014-09 PROVIDES NEW REVENUE RECOGNITION STANDARDS, ELIMINATING THE TRANSACTION- AND INDUSTRY-SPECIFIC REVENUE RECOGNITION GUIDANCE AND REPLACES IT WITH A PRINCIPLE-BASED APPROACH FOR DETERMINING REVENUE RECOGNITION. ASU 2018-08 CLARIFIES AND IMPROVES EXISTING GUIDANCE RELATED TO CONTRIBUTIONS RECEIVED AND CONTRIBUTIONS MADE. THE PRESENTATION AND DISCLOSURES OF REVENUE HAVE BEEN ENHANCED IN ACCORDANCE WITH THIS STANDARD. ANALYSIS OF THE VARIOUS PROVISIONS OF THESE TWO ASU'S RESULTED IN NO SIGNIFICANT CHANGES IN THE WAY THE FOUNDATION RECOGNIZES REVENUE, AND THEREFORE NO CHANGES TO THE FOUNDATION'S 2019 FINANCIAL STATEMENTS WERE REQUIRED ON A RETROSPECTIVE BASIS. THE PRESENTATION IN THIS FORM 990 HAVE BEEN ADJUSTED ACCORDINGLY.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TEMPLE ISRAELBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12324 EMERSON AVENUE SOUTHAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Recipient EIN410705807RecipientEIN
IRC Section501C3IRCSectionDesc
Cash Grant$433,090CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Purpose Of GrantTO SUPPORT THE MISSIONPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION HAS A BOARD, AN IPS WITH SPECIFIC RULES AND THEY INTERNALLY CALCULATE THE BASIS OF FUNDS QUARTERLY. THE FOUNDATION TAKES A DRAW ALLOWED PER THE IPS ANNUALLY REVIEWING EACH FUND'S RESTRICTION IF APPLICABLE FOR ELIGIBILITY. THE FOUNDATION ALSO HAS AN IMPREST CASH SYSTEM WHERE THEY TRANSFER THE AMOUNT OWED AFTER EACH QUARTER INTO THE FOUNDATION. THE CALCULATED DRAW IS TRANSFERRED TO THE FOUNDATION IN A SEPARATE TRANSACTION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3TEMPLE ISRAEL FOUNDATION HAS A MANAGEMENT AGREEMENT WITH TEMPLE ISRAEL.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PRESENTED AND DISCUSSED AT A BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CTHE TEMPLE ISRAEL FOUNDATION MONITORS ANY POSSIBLE CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GDISTRIBUTION TO TEMPLE ISRAEL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 96,629. FUNDRAISING EXPENSES 50,000. TOTAL EXPENSES 146,629.

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