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Nonprofiteer
← TEMPLE BETH AM ENDOWMENT FUND INC

Form 990 for tax year 2023

Filed by TEMPLE BETH AM ENDOWMENT FUND INC.

Totals

Total revenue
$1,014,813
Total expenses
$2,066,509
Contributions and grants received
$222,566
Grants paid
$1,963,020
Program service revenue
$0
Investment income
$697,524
Other revenue
$94,723
Total assets, end of year
$16,770,162
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$16,770,162
Program services expenses (Part IX)
$1,963,020
Management and general expenses
$103,489
Fundraising expenses
$0
Program service expenses (Part III)
$1,963,020

Program services were 95.0% 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

    $222,566

  • 3 · Investment income

    total $414,397 · excluded $414,397

  • 7a · Gross sales of assets other than inventory

    securities $4,611,802

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

    securities $4,328,675

  • 7c · Gain or loss

    securities $283,127

  • 7d · Net gain or loss

    total $283,127 · excluded $283,127

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

    total $94,723 · excluded $94,723

  • 11e · Other revenue, total

    $94,723

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,963,020 · program services $1,963,020

  • 11b · Fees: legal

    total $7,298 · management and general $7,298

  • 11c · Fees: accounting

    total $30,567 · management and general $30,567

  • 11f · Fees: investment management

    total $65,624 · management and general $65,624

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,791

  • 2 · Savings and temporary cash investments

    beginning of year $174,254 · end of year $546,659

  • 11 · Investments: publicly traded securities

    beginning of year $9,476,104 · end of year $9,519,422

  • 12 · Investments: other securities

    beginning of year $6,411,961 · end of year $6,080,135

  • 15 · Other assets

    beginning of year $646,770 · end of year $623,946

  • 28 · Net assets with donor restrictions

    beginning of year $16,713,880 · end of year $16,770,162

Mission and programs · 2023

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 $1,963,020 · Grants $1,963,020

As filed on the 2023 return.

Listed in Part VII

  • Stuart Weiss

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Sharon Swerdlow

    VICE PRESIDENT (THRU 02/24)

    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 (THRU 02/24)

    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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202501339349307510

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