2026-05-11T13:12:59-05:00 2025-06-30 521394567 KATZ & ASSOCIATES PA 1777 REISTERSTOWN ROAD BALTIMORE MD 21208 990 2024-07-01 521837996 BETH TFILOH FOUNDATION INC BETH 4104861900 3300 OLD COURT ROAD BALTIMORE MD 21208 DODI SAMUEL PRESIDENT 4104861900 2026-05-11 1 0 CAROL L PURVIS P00230077 4106022266 2024 2025-03-06 01:10:19Z 3300 OLD COURT ROAD BALTIMORE MD 21208 2556296 0 X WWW.BETHTFILOH.COM X 1993 MD TO SUPPORT THE BETH TFILOH DAHAN COMMUNITY SCHOOL, THE BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC., AND THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE. 8 8 0 0 121 0 4303415 631570 0 0 706416 1924605 0 121 5009831 2556296 2788087 3463836 0 0 0 0 0 0 0 4307 4740 2792394 3468576 2217437 -912280 51059511 54260063 26 3640 51059485 54256423 TO SUPPORT THE BETH TFILOH DAHAN COMMUNITY SCHOOL, BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC. AND THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE. 0 0 3396382 3396382 GRANTS AND SUPPORTING SERVICES TO BENEFIT BETH TFILOH DAHAN COMMUNITY SCHOOL AND BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC. 67454 67454 FEES PAID TO THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. FOR ADMINISTRATIVE SUPPORT PROVIDED TO THE BETH TFILOH FOUNDATION, INC. 3463836 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 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 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X LARRY BRENNER BETH TFILOH 4104132339 3300 OLD COURT ROAD BALTIMORE MD 21208 DODI SAMUEL PRESIDENT 1.00 1.00 X X 0 0 0 MICHAEL BRESLER VICE PRESIDENT 1.00 1.00 X X 0 0 0 VERED TAYLOR SECRETARY 1.50 1.50 X X 0 0 0 JOEL COHN TREASURER 1.00 1.00 X X 0 0 0 BRUCE HOFFBERGER DIRECTOR 1.00 1.00 X 0 0 0 AARON LEVINOFF DIRECTOR 1.00 1.00 X 0 0 0 AVI BENUS DIRECTOR 1.00 1.00 X 0 0 0 ANDREW CUSHNIR ASSISTANT TREASURER 40.00 1.00 X X 0 348378 26455 MICHAEL FREEDMAN FORMER ASSISTANT TREASURER 1.00 40.00 X 0 253496 12125 MARC B TERRILL FORMER DIRECTOR 1.00 40.00 X 0 1140338 30197 0 1742212 68777 0 1 1 0 0 631570 306046 631570 683023 683023 1241582 0 1241582 1241582 1241582 OTHER MISCELLANEOUS REVENUE 900099 121 121 121 2556296 0 121 1924605 3463836 3463836 4740 4740 3468576 3463836 4740 0 654483 289359 4079649 3120024 253 946 0 592649 45728477 50849734 4000 0 51059511 54260063 26 3640 26 3640 X 32204200 33699987 18855285 20556436 51059485 54256423 51059511 54260063 -912280 4109218 0 X X 0 1 X 1 0 X X 3 THE ASSOCJEWISH COMMUNITY FED BALTIMORE 520607957 10 1 67454 0 BETH TFILOH DAHAN COMMUNITY SCHOOL 462038975 2 1 1641910 0 BETH TFILOH CONGREGATION OF BALTIMORE CITY 520592126 1 1 1754472 0 3 3463836 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 35405546 626570 3997628 1976372 38053372 31085923 2643858 2874060 1198295 35405546 29180538 1779883 1238587 1113085 31085923 16018471 17679881 -3502899 1014915 29180538 12742287 54858 3968519 747193 16018471 0.45980 0.32290 0.21730 0 0 0 JEWISH COMMUNITY INVESTMENT FUND 50839734 F STATE OF ISRAEL BONDS 10000 C 50849734 X PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDANCE UNDER ASC 740. THIS FRAMEWORK "ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES" CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION IS A NOT-FOR-PROFIT RELIGIOUS ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FILING INCOME TAX RETURNS, EXCEPT FOR THE BETH TFILOH FOUNDATION, INC. AND THE THE HARON DAHAN ENDOWMENT FUND FOR BETH TFILOH, INC., WHICH ARE REQUIRED TO FILE FORM 990. THE ORGANIZATION'S BOOKS AND RECORDS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. AN AUDIT MAY INCLUDE A REVIEW OF TAX POSITIONS TAKEN REGARDING UNRELATED BUSINESS INCOME, ALTERNATIVE INVESTMENTS AND THE VERY NATURE OF ITS EXEMPT STATUS. IN GENERAL, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE IRS OR STATE TAXING AUTHORITIES FOR YEARS PRIOR TO 2022. THE ORGANIZATION RECOGNIZED A BUSINESS INCOME TAX PROVISION OF $19,035 IN THE CONSOLIDATED FINANCIAL STATEMENT FOR THE YEAR ENDED JUNE 30, 2026. THIS TAX PROVISION RELATES TO UNRELATED BUSINESS INCOME GENERATED FROM THE ORGANIZATION'S INVESTMENT IN A PARTNERSHIP. NO BUSINESS INCOME TAX OR RELATED TAX PROVISION WAS RECORDED FOR THE YEAR ENDED JUNE 30, 2024. SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE INVESTMENTS USED TO FUND SPECIFIC NEEDS OF THE BETH TFILOH DAHAN COMMUNITY SCHOOL, INC. AND THE BETH CONGREGATION OF BALTIMORE CITY, INC. TO HELP FURTHER THEIR EXEMPT PURPOSE. 1 BETH TFILOH DAHAN COMMUNITY SCHOOL 3300 OLD COURT ROAD BALTIMORE MD 21208 462038975 501(C)(3) 1641910 0 OPERATING SUPPORT BETH TFILOH CONGREGATION OF BALTIMORE CITY INC 3300 OLD COURT ROAD BALTIMORE MD 21208 520592126 501(C)(3) 1754472 0 OPERATING SUPPORT THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 101 WEST MT ROYAL AVENUE BALTIMORE MD 21201 520607957 501(C)(3) 67454 0 FEES FOR ADMINISTRATIVE SUPPORT 3 PART 1, LINE 2 GRANT SUGGESTIONS ARE REVIEWED FOR COMPLIANCE WITH IRS REGULATIONS TO DETERMINE IF THE DISTRIBUTION IS PERMISSIBLE. 0 1 0 0 0 0 0 0 0 MARC B TERRILL FORMER DIRECTOR 0 1094679 0 37500 0 8159 0 13638 0 16559 0 1170535 0 0 ANDREW CUSHNIR ASSISTANT TREASURER 0 348378 0 0 0 0 0 9662 0 16793 0 374833 0 0 MICHAEL FREEDMAN FORMER ASSISTANT TREASURER 0 253496 0 0 0 0 0 10000 0 2125 0 265621 0 0 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 COMMITTEE. PART I, LINE 4B: MARC B. TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. 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 TWO FORMER DIRECTORS 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. X 10 306046 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CLASS OF MEMBERS: THE MEMBERS OF THE CORPORATION SHALL BE DIVIDED INTO THREE CLASSES; THE ASSOCIATED MEMBER, THE SCHOOL MEMBER AND THE CONGREGATION MEMBER. THE ASSOCIATED MEMBER SHALL BE THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. THE SCHOOL MEMBER SHALL BE THE BETH TFILOH DAHAN COMMUNITY SCHOOL, INC. (THE "SCHOOL"). THE CONGREGATION MEMBER SHALL BE BETH TFILOH CONGREGATION OF BALTIMORE CITY, INC. (THE "CONGREGATION"). FORM 990, PART VI, SECTION A, LINE 7A DESIGNATION OF REPRESENTATIVE BY MEMBERS: THE MEMBERS MAY FROM TIME TO TIME DESIGNATE A REPRESENTATIVE, AND ALTERNATES, TO EXERCISE THEIR VOTES, EXECUTE PROXIES ON THEIR BEHALF, AND IN ALL OTHER RESPECTS ACT ON THEIR BEHALF AS A MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND SUPPORTING SCHEDULES ARE DISTRIBUTED TO THE OFFICERS AND DIRECTORS UPON COMPLETION FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SUPPORTED ORGANIZATION MONITORS AND ENFORCES COMPLIANCE OF THE CONFLICT OF INTEREST POLICY BY REGULARLY REVIEWING THE BOARD OF DIRECTORS, ITS ACTIONS, AND THE INVESTMENT OF ASSETS TO ENSURE THAT IT COMPLIES WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. SCHEDULE B - FOOTNOTE CONTRIBUTIONS TO THE FOUNDATION INCLUDE MANY LONG TERM PLEDGES. PAYMENTS ON THESE PLEDGES ARE OFTEN MADE IN A COMBINATION OF CASH AND SECURITIES, NOT DETERMINED AT THE COMMITMENT DATE OF THE PLEDGE. WE REPORT THE SCHEDULE OF CONTRIBUTORS ON THE CASH BASIS OF ACCOUNTING IN ORDER TO SEGREGATE THE CONTRIBUTION BY CASH OR SECURITIES, AS REQUIRED ON SCHEDULE B. THE BOOKS AND RECORDS OF THE FOUNDATION AS REPORTED ON FORM 990 ARE ON THE ACCRUAL BASIS OF ACCOUNTING. THE ASSOCIATEDJEWISH COMMUNITY FEDERATION OF BALTIMORE INC 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 FUNDRAISING MD 501(C)(3) LINE 10 N/A 0 BETH TFILOH DAHAN COMMUNITY SCHOOL INC 3300 OLD COURT ROAD BALTIMORE MD 21208 SCHOOL MD 501(C)(3) LINE 2 N/A 0 BETH TFILOH CONGREGATION OF BALTIMORE CITY INC 3300 OLD COURT ROAD BALTIMORE MD 21208 SYNAGOGUE MD 501(C)(3) LINE 1 N/A 0 BETH JACOB OHR KNESSETH ISRAEL ANSHE-SPHARD CONGREGATION INC 3300 OLD COURT ROAD BALTIMORE MD 21208 SYNAGOGUE MD 501(C)(3) LINE 1 N/A 0 HARON DAHAN ENDOWMENT FUND FOR BETH TFILOH INC 3300 OLD COURT ROAD BALTIMORE MD 21208 SUPPORTING ORGANIZATION MD 501(C)(3) LINE 12A, I N/A 0 THE BETH YEDUDA-ANSHE KURLAND-KNESSETH ISRAEL KOLK-WOLYN NUSACH HEBREW CONG 3300 OLD COURT ROAD BALTIMORE MD 21208 SYNAGOGUE MD 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 BETH TFILOH DAHAN COMMUNITY SCHOOL INC B 1641910 FMV BETH TFILOH CONGREGATION OF BALTIMORE CITY INC B 1754472 FMV THE ASSOCIATEDJEWISH COMMUNITY FEDERATION OF BALTIMORE INC M 67454 FMV