Form 990 for tax year 2023
Filed by BETH SHOLOM HOME EASTERN VIRGINIA FOUNDATION.
Totals
- Total revenue
- $269,691
- Total expenses
- $148,222
- Contributions and grants received
- $6,969
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $262,173
- Other revenue
- $549
- Total assets, end of year
- $9,356,514
- Total liabilities, end of year
- $12,847
- Net assets or fund balances, end of year
- $9,343,667
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $148,222
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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
$6,969
-
3 · Investment income
total $66,192 · excluded $66,192
-
7a · Gross sales of assets other than inventory
securities $195,981
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $195,981
-
7d · Net gain or loss
total $195,981 · excluded $195,981
-
11a · Other revenue: LIFE INS. CSV ADJUST.
total $549 · excluded $549
-
11e · Other revenue, total
$549
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $70,759 · management and general $70,759
-
11c · Fees: accounting
total $2,480 · management and general $2,480
-
11f · Fees: investment management
total $70,659 · management and general $70,659
-
13 · Office expenses
total $87 · management and general $87
-
24a · Other expenses: DISTRIBUTIONS FROM CRTS
total $2,335 · management and general $2,335
-
24b · Other expenses: DISTRIBUTIONS FROM CGA'
total $1,100 · management and general $1,100
-
24c · Other expenses: DISTRIBUTIONS FROM DIVI
total $752 · management and general $752
-
24d · Other expenses: TAXES AND LICENSES
total $50 · management and general $50
Balance sheet
Part X, book values.
-
12 · Investments: other securities
beginning of year $8,364,541 · end of year $9,312,322
-
15 · Other assets
beginning of year $40,416 · end of year $44,192
-
25 · Other liabilities
beginning of year $14,650 · end of year $12,847
-
27 · Net assets without donor restrictions
beginning of year $8,139,186 · end of year $9,063,524
-
28 · Net assets with donor restrictions
beginning of year $251,121 · end of year $280,143
Mission and programs · 2023
Mission
TO RECEIVE, MAINTAIN AND ADMINISTER ASSETS IN PERPETUITY FOR THE BENEFIT OF THE BETH SHOLOM HOME OF EASTERN VIRGINIA. THE ORGANIZATION ACTS AS A PERMANENT ENDOWMENT FUND TO SUPPORT THE ACTIVITIES, PROGRAMS, OPERATIONS AND FACILITIES OF THE BETH SHOLOM HOME OF EASTERN VIRGINIA, A RELATED, SUPPORTED ORGANIZATION.
-
GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF BETH SHOLOM HOME OF EASTERN VIRGINIA (BSHEV).
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David R AbrahamDAVID R ABRAHAM
SECRETARY
- Total calculated
- $403,615
- From this org
- $0
- From related orgs
- $350,457
- Other
- $53,158
- Hours/week
- 0.1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $298,509 related
- Bonus
- $0 + $50,000 related
- Other
- $0 + $1,948 related
- Deferred
- $0 + $24,223 related
- Nontaxable benefits
- $0 + $28,935 related
- Filer's total
- $0 + $403,615 related
-
Neal SternNEAL STERN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.1
-
Mark DelevieMARK DELEVIE
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1
-
Ellyn SarenELLYN SAREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Sandy MendelsohnSANDY MENDELSOHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Stewart KahnSTEWART KAHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Lawrence SteingoldLAWRENCE STEINGOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Lawrence SiegelLAWRENCE SIEGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Neil FriedmanNEIL FRIEDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Matthew WeinsteinMATTHEW WEINSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
- THE BETH SHOLOM HOME OF EASTERN VIRGINIA, A RELATED ORGANIZATION, USES WRITTEN EMPLOYMENT CONTRACTS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR.
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
No itemized grants to organizations 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.
-
BETH SHOLOM HOME OF EASTERN VIRGINIA
501(C)(3) · SUPPORT · VA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510279349301561
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