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Nonprofiteer
← TEMPLE BETH AM ENDOWMENT FUND INC

Form 990 for tax year 2022

Filed by TEMPLE BETH AM ENDOWMENT FUND INC.

Totals

Total revenue
$1,684,094
Total expenses
$859,833
Contributions and grants received
$1,292,356
Grants paid
$773,074
Program service revenue
$0
Investment income
$270,425
Other revenue
$121,313
Total assets, end of year
$16,713,880
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$16,713,880
Program services expenses (Part IX)
$773,074
Management and general expenses
$86,759
Fundraising expenses
$0
Program service expenses (Part III)
$773,074

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,200,000

  • 1f · All other contributions, gifts and grants

    $92,356

  • 3 · Investment income

    total $364,401 · excluded $364,401

  • 7a · Gross sales of assets other than inventory

    securities $4,838,105

  • 7b · Less cost or other basis and sales expenses

    securities $4,932,081

  • 7c · Gain or loss

    securities -$93,976

  • 7d · Net gain or loss

    total -$93,976 · excluded -$93,976

  • 11a · Other revenue: K-1 RENTAL INCOME

    total $121,313 · excluded $121,313

  • 11e · Other revenue, total

    $121,313

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $773,074 · program services $773,074

  • 11c · Fees: accounting

    total $28,081 · management and general $28,081

  • 11f · Fees: investment management

    total $58,678 · management and general $58,678

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $39,745 · end of year $4,791

  • 2 · Savings and temporary cash investments

    beginning of year $174,321 · end of year $174,254

  • 11 · Investments: publicly traded securities

    beginning of year $9,036,661 · end of year $9,476,104

  • 12 · Investments: other securities

    beginning of year $5,166,536 · end of year $6,411,961

  • 15 · Other assets

    beginning of year $646,757 · end of year $646,770

  • 28 · Net assets with donor restrictions

    beginning of year $15,064,020 · end of year $16,713,880

Mission and programs · 2022

Mission

SUPPORT THE SERVICES PROVIDED BY TEMPLE BETH AM.

  • EARNINGS FROM FUNDS RAISED ARE USED TO SUPPORT AND MAINTAIN TEMPLE BETH AM, A SYNAGOGUE LOCATED IN LOS ANGELES. THE SUPPORT IS USED BY TEMPLE BETH AM TO RUN ITS PROGRAMS AND SERVICES AND BENEFITS ARE PROVIDED TO OVER 1,000 MEMBERS.

    Expenses $773,074 · Grants $773,074

As filed on the 2022 return.

Listed in Part VII

  • Stuart Weiss

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Sharon Swerdlow

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Skip Sperling

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Bj Elias

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lloyd Gilbert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Larry Harris

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349309005

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