2024-05-15T12:39:56-05:00 2023-06-30 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2022-07-01 954306662 TEMPLE BETH AM ENDOWMENT FUND INC TEMP 3103588221 1039 SOUTH LA CIENEGA BLVD LOS ANGELES CA 90035 STUART WEISS PRESIDENT 3103588221 2024-05-15 1 STUART WEISS 999009999 0 KATY BROWN P00650274 3104784148 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STUART WEISS 1039 SOUTH LA CIENEGA BLVD LOS ANGELES CA 90035 6616175 0 X TBALA.ORG X 1991 CA SUPPORT THE SERVICES PROVIDED BY TEMPLE BETH AM. 6 6 0 6 0 0 119929 1292356 0 0 722476 270425 118489 121313 960894 1684094 695547 773074 0 0 0 0 0 0 0 89795 86759 785342 859833 175552 824261 15064020 16713880 0 0 15064020 16713880 SUPPORT THE SERVICES PROVIDED BY TEMPLE BETH AM. 0 0 773074 773074 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. 773074 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X KATHY WAX 3103588221 1039 SOUTH LA CIENEGA BLVD LOS ANGELES CA 90035 X STUART WEISS PRESIDENT 2.00 X X 0 0 0 SHARON SWERDLOW VICE PRESIDENT 0.50 X 0 0 0 SKIP SPERLING SECRETARY/TREASURER 2.00 X X 0 0 0 BJ ELIAS BOARD MEMBER 2.00 X 0 0 0 LLOYD GILBERT BOARD MEMBER 3.00 X 0 0 0 LARRY HARRIS BOARD MEMBER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 1200000 92356 1292356 364401 364401 4838105 4932081 -93976 -93976 -93976 K-1 RENTAL INCOME 531120 121313 121313 121313 1684094 0 0 391738 773074 773074 28081 28081 58678 58678 859833 773074 86759 0 39745 4791 174321 174254 9036661 9476104 5166536 6411961 646757 646770 15064020 16713880 0 0 X 15064020 16713880 15064020 16713880 15064020 16713880 824261 825599 0 X 1 X 0 0 0 X X 1 TEMPLE BETH AM 951656370 1 1 859833 0 1 859833 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15064020 1292356 1158659 801155 16713880 17035628 119929 -1372384 719153 15064020 14162034 149567 3423939 699912 17035628 13983201 74921 763657 636601 23144 14162034 13541273 81104 1016392 635837 19731 13983201 0.07180 0.92820 0.00000 0 1 1 0 CORPORATE BONDS 4198184 F INVESTMENTS MANAGED BY THE AJC 502891 F US TREASURY NOTES 1501366 F AGENCY SECURITIES 209520 F 6411961 PART V, LINE 4: BEYOND ITS OWN ACTIVITIES, ALL ACTIVITIES OF TEMPLE BETH AM ENDOWMENT, INC. ARE RESTRICTED TO THE SUPPORT OF TEMPLE BETH AM. 1 TEMPLE BETH AM 1039 SOUTH LA CIENEGA BLVD LOS ANGELES CA 90035 951656370 501(C)(3) 773074 0 ANNUAL ASSISTANCE 1 0 PART I, LINE 2: THE TEMPLE BETH AM ENDOWMENT FUND, INC.'S BOARD OF DIRECTORS HAS ESTABLISHED A FORMAL DISTRIBUTION POLICY THAT IS BASED ON DONOR DESIGNATION. THIS POLICY IS ADMINISTERED BY THE BOARD OF DIRECTORS AND MONITORED BY THE CONTROLLER AND THE OUTSIDE ACCOUNTING REVIEW FIRM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA, REVIEWED AND APPROVED BY MANAGEMENT, AND REVIEWED AND APPROVED BY THE FINANCE COMMITTEE FOR FINAL APPROVAL. A COPY OF THE FINAL FORM 990 IS THEN SENT ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS THE FOLLOWING MONITORING AND ENFORCEMENT STANDARDS WITH RESPECT TO ITS CONFLICT OF INTEREST POLICY: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY SHALL BE FURNISHED TO EACH DIRECTOR WHO IS PRESENTLY SERVING ON THE BOARD. EACH DIRECTOR MUST SIGN A CONFLICT OF INTEREST ACKNOWLEDGMENT FORM. ACKNOWLEDGEMENTS SHALL BE FILED WITH THE ANNUAL BOARD MINUTES, AND THE TBAEF PRESIDENT SHALL KEEP COPIES AND RECORDS OF ALL SUCH ACKNOWLEDGMENTS. ANY NEW TBAEF BOARD DIRECTOR SHALL BE ADVISED OF THIS POLICY UPON UNDERTAKING THE DUTIES OF SUCH OFFICE OR EMPLOYMENT AND SIGN THE ACKNOWLEDGMENT. FOR CONTINUING TBAEF DIRECTORS, THE ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY SHALL BE RENEWED EVERY 3 YEARS. THE DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT IS ONGOING AND MUST BE DISCLOSED AS THE MATTER ARISES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE BOARD OF DIRECTORS. UPON REQUEST FROM THE GENERAL PUBLIC, THE ORGANIZATION WILL PROVIDE ACCESS TO THESE DOCUMENTS AS REQUIRED BY LAW. TEMPLE BETH AM 1039 S LA CIENEGA BLVD LOS ANGELES CA 90035 951656370 RELIGIOUS ORGANIZATION CA 501(C)(3) LINE 1 N/A 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0