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Nonprofiteer
← BETH TFILOH FOUNDATION INC

Form 990 for tax year 2022

Filed by BETH TFILOH FOUNDATION INC.

Totals

Total revenue
$1,514,945
Total expenses
$2,071,497
Contributions and grants received
$1,047,122
Grants paid
$2,060,540
Program service revenue
$0
Investment income
$467,823
Other revenue
$0
Total assets, end of year
$45,214,615
Total liabilities, end of year
$7,607
Net assets or fund balances, end of year
$45,207,008
Program services expenses (Part IX)
$2,060,540
Management and general expenses
$10,957
Fundraising expenses
$0
Program service expenses (Part III)
$2,060,540

Program services were 99.5% 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.

  • 1f · All other contributions, gifts and grants

    $1,047,122

  • 3 · Investment income

    total $517,155 · excluded $517,155

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

    securities $49,332

  • 7c · Gain or loss

    securities -$49,332

  • 7d · Net gain or loss

    total -$49,332 · excluded -$49,332

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,060,540 · program services $2,060,540

  • 11c · Fees: accounting

    total $5,089 · management and general $5,089

  • 24a · Other expenses: OTHER MISCELLANEOUS EXP

    total $5,868 · management and general $5,868

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $246,485 · end of year $567,926

  • 3 · Pledges and grants receivable

    beginning of year $4,293,666 · end of year $3,423,379

  • 4 · Accounts receivable

    beginning of year $112 · end of year $316

  • 12 · Investments: other securities

    beginning of year $39,737,443 · end of year $41,114,761

  • 15 · Other assets

    beginning of year $0 · end of year $108,233

  • 17 · Accounts payable and accrued expenses

    beginning of year $26 · end of year $7,607

  • 19 · Deferred revenue

    beginning of year $13,000

  • 27 · Net assets without donor restrictions

    beginning of year $32,769,156 · end of year $30,140,251

  • 28 · Net assets with donor restrictions

    beginning of year $11,495,524 · end of year $15,066,757

Mission and programs · 2022

Mission

TO SUPPORT THE BETH TFILOH DAHAN COMMUNITY SCHOOL, BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC. AND THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE.

Activities or mission (Part I)

TO SUPPORT THE BETH TFILOH DAHAN COMMUNITY SCHOOL, THE BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC., AND THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE.

  • GRANTS AND SUPPORTING SERVICES TO BENEFIT BETH TFILOH DAHAN COMMUNITY SCHOOL AND BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC.

    Expenses $2,000,760 · Grants $2,000,760

  • FEES PAID TO THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. FOR ADMINISTRATIVE SUPPORT PROVIDED TO THE BETH TFILOH FOUNDATION, INC.

    Expenses $59,780 · Grants $59,780

As filed on the 2022 return.

Listed in Part VII

  • BECKY BRENNER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NEIL SWEREN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AVI BENUS

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL FRIEDMAN

    ASSISTANT SECRETARY

    Total calculated
    $259,711
    From this org
    $0
    From related orgs
    $247,832
    Other
    $11,879
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,832 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,781 related
    Nontaxable benefits
    $0 + $2,098 related
    Filer's total
    $0 + $259,711 related

  • BRUCE HOFFBERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DODI SAMUEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL BRESLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • VERED TAYLOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AARON LEVINOFF

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • MARC B TERRILL

    FORMER DIRECTOR

    Total calculated
    $887,930
    From this org
    $0
    From related orgs
    $843,795
    Other
    $44,135
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $732,733 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $36,062 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $30,935 related
    Filer's total
    $0 + $887,930 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3:
OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTE.
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 A
THE 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

  • THE ASSOCIATEDJEWISH COMMUNITY FEDERATION OF BALTIMORE INC

    501(C)(3) · FUNDRAISING · MD

  • BETH TFILOH DAHAN COMMUNITY SCHOOL INC

    501(C)(3) · SCHOOL · MD

  • BETH TFILOH CONGREGATION OF BALTIMORE CITY INC

    501(C)(3) · SYNAGOGUE · MD

  • BETH JACOB OHR KNESSETH ISRAEL ANSHE-SPHARD CONGREGATION INC

    501(C)(3) · SYNAGOGUE · MD

  • HARON DAHAN ENDOWMENT FUND FOR BETH TFILOH INC

    501(C)(3) · SUPPORTING ORGANIZATION · MD

  • THE BETH YEDUDA-ANSHE KURLAND-KNESSETH ISRAEL KOLK-WOLYN NUSACH HEBREW CONG

    501(C)(3) · SYNAGOGUE · MD

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202441349349308174

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