TEMPLE ISRAEL FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TEMPLE ISRAEL FOUNDATION (EIN 41-1769841)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-03
- IRS object ID
- 202040349349300114
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-03T14:48:24-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410975573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDPATH AND COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4810 WHITE BEAR PARKWAY | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411769841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLE ISRAEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEMP | BusinessNameControlTxt |
| Phone | 6123778680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2324 EMERSON AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW GELLMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6123778680 | PhoneNum |
| Signature | 2020-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY C REHN CPA | PreparerPersonNm |
| PTIN | P00965922 | PTIN |
| Phone | 6514267000 | PhoneNum |
| Preparation | 2020-01-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.144.240.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-15 | IPDt |
| IP Tm | 13:18:24 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C4926D5FBB7B593E79FEA72CE0C0305E7ABF5185 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1898B52780F61D73510D6209D41CE2AD766ACB31 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW GELLMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2324 EMERSON AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $437,935 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE 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 Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $371,882 | PYContributionsGrantsAmt |
| CY Contributions Grants | $163,706 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $194,782 | PYInvestmentIncomeAmt |
| CY Investment Income | $274,229 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $566,664 | PYTotalRevenueAmt |
| CY Total Revenue | $437,935 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $379,510 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $389,165 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,500 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,467 | PYOtherExpensesAmt |
| CY Other Expenses | $222,994 | CYOtherExpensesAmt |
| PY Total Expenses | $540,977 | PYTotalExpensesAmt |
| CY Total Expenses | $612,159 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,687 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$174,224 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,409,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,094,388 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $395,293 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $469,888 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,014,454 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,624,500 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $296,701 | ExpenseAmt |
| Grant | $389,165 | GrantAmt |
| Desc | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $48,489 | ExpenseAmt |
| Desc | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,975 | ExpenseAmt |
| Desc | THE 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $389,165 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE RASMUSSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123778680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2324 EMERSON AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ABIGAIL ROSE | ||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW GELLMAN | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT J BEUGEN | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LUELLA GOLDBERG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID GOLLIN | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES NADLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ZOE STERN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT SWILLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE KALIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN QUAM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY SHAPIRO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KERRY BADER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL EPSTEIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIBBY FINN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LENNIE KAUFMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MORT NAIMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN SILVER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEB STEIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $163,706 | AllOtherContributionsAmt |
| Total Contributions | $163,706 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,229 | TotalRevenueColumnAmt |
| Exclusion | $274,229 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $437,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $274,229 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,165 | TotalAmt |
| Program Services | $389,165 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,497 | TotalAmt |
| Management And General | $86,497 | ManagementAndGeneralAmt |
| Fundraising | $50,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25 | TotalAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,972 | TotalAmt |
| Management And General | $78,972 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Fundraising | $7,500 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,159 | TotalAmt |
| Program Services | $389,165 | ProgramServicesAmt |
| Management And General | $165,494 | ManagementAndGeneralAmt |
| Fundraising | $57,500 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,668 | BOYAmt |
| EOY | $100,786 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,356,771 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,107 | BOYAmt |
| EOY | $139,116 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,888,972 | BOYAmt |
| EOY | $11,497,715 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,409,747 | BOYAmt |
| EOY | $13,094,388 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,293 | BOYAmt |
| EOY | $469,888 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,293 | BOYAmt |
| EOY | $469,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,407 | BOYAmt |
| EOY | $846,680 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,341,040 | BOYAmt |
| EOY | $1,660,333 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,970,007 | BOYAmt |
| EOY | $10,117,487 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,014,454 | BOYAmt |
| EOY | $12,624,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,409,747 | BOYAmt |
| EOY | $13,094,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$174,224 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $784,270 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $795,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,081,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,642,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $371,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,706 | CurrentTaxYearAmt |
| Total | $5,056,088 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $795,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,081,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,642,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $371,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,706 | CurrentTaxYearAmt |
| Total | $5,056,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,347,317 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,708,771 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,229 | CurrentTaxYearAmt |
| Total | $821,951 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,878,039 | TotalSupportAmt |
| Public Support CY170 | 0.29070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.34350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,311,047 | BeginningYearBalanceAmt |
| Contributions | $163,706 | ContributionsAmt |
| Investment Earnings Or Losses | $626,276 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $179,187 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $144,022 | AdministrativeExpensesAmt |
| End Year Balance | $11,777,820 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,705,194 | BeginningYearBalanceAmt |
| Contributions | $370,416 | ContributionsAmt |
| Investment Earnings Or Losses | $535,940 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $171,152 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $129,351 | AdministrativeExpensesAmt |
| End Year Balance | $11,311,047 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,114,244 | BeginningYearBalanceAmt |
| Contributions | $2,642,708 | ContributionsAmt |
| Investment Earnings Or Losses | $1,270,323 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $322,794 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $385,914 | AdministrativeExpensesAmt |
| End Year Balance | $11,318,567 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,444,924 | BeginningYearBalanceAmt |
| Contributions | $1,081,912 | ContributionsAmt |
| Investment Earnings Or Losses | -$87,759 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $249,631 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $75,202 | AdministrativeExpensesAmt |
| End Year Balance | $8,114,244 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,683,493 | BeginningYearBalanceAmt |
| Contributions | $795,880 | ContributionsAmt |
| Investment Earnings Or Losses | $224,265 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $208,025 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $50,689 | AdministrativeExpensesAmt |
| End Year Balance | $7,444,924 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,143,233 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $784,270 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $784,270 | RevenueNotReportedAmt |
| Revenue Subtotal | $358,963 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $78,972 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $78,972 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $437,935 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $533,187 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $533,187 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $78,972 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $78,972 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $612,159 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XII | EFFECTIVE JULY 1, 2018, THE FOUNDATION IMPLEMENTED THE PROVISIONS OF ACCOUNTING STANDARDS UPDATE (ASU) 2016-14, NOT-FOR-PROFIT ENTITIES (TOPIC 958) - PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES. THIS UPDATE ADDRESSES THE COMPLEXITY AND UNDERSTANDABILITY OF NET ASSET CLASSIFICATION, DEFICIENCIES IN INFORMATION ABOUT LIQUIDITY AND AVAILABILITY OF RESOURCES, AND THE LACK OF CONSISTENCY IN THE TYPE OF INFORMATION PROVIDED ABOUT EXPENSES AND INVESTMENT RETURN. THE PRESENTATION IN THIS FORM 990 HAS BEEN ADJUSTED ACCORDINGLY. NET ASSETS AS OF JULY 1, 2017 WERE RESTATED BY CATEGORY WITH NO IMPACT ON TOTAL NET ASSETS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLE ISRAEL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2324 EMERSON AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 410705807 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $389,165 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | TO SUPPORT THE MISSION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | TEMPLE ISRAEL FOUNDATION HAS A MANAGEMENT AGREEMENT WITH TEMPLE ISRAEL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PRESENTED AND DISCUSSED AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TEMPLE ISRAEL FOUNDATION MONITORS ANY POSSIBLE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
Comments