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Nonprofiteer
← BETH EL ENDOWMENT FOUNDATION

Form 990 for tax year 2024

Filed by BETH EL ENDOWMENT FOUNDATION.

Totals

Total revenue
$131,981
Total expenses
$162,253
Contributions and grants received
$180
Grants paid
$127,034
Program service revenue
$0
Investment income
$131,801
Other revenue
$0
Total assets, end of year
$3,154,178
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,154,178
Program services expenses (Part IX)
$127,034
Management and general expenses
$35,219
Fundraising expenses
$0
Program service expenses (Part III)
$127,034

Program services were 78.3% 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

    $180

  • 3 · Investment income

    total $56,758 · excluded $56,758

  • 7a · Gross sales of assets other than inventory

    securities $289,373

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

    securities $214,330

  • 7c · Gain or loss

    securities $75,043

  • 7d · Net gain or loss

    total $75,043 · excluded $75,043

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $127,034 · program services $127,034

  • 11f · Fees: investment management

    total $5,252 · management and general $5,252

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $29,967 · management and general $29,967

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,500 · end of year $2,500

  • 2 · Savings and temporary cash investments

    beginning of year $30,311 · end of year $5,680

  • 4 · Accounts receivable

    beginning of year $375,000 · end of year $375,000

  • 11 · Investments: publicly traded securities

    beginning of year $1,715,379 · end of year $1,718,981

  • 12 · Investments: other securities

    beginning of year $892,939 · end of year $1,052,017

  • 28 · Net assets with donor restrictions

    beginning of year $3,016,129 · end of year $3,154,178

Mission and programs · 2024

Mission

TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO AND THE CONGREGATION BETH EL OF LA JOLLA.

Activities or mission (Part I)

TO SUPPORT CHARITABLE ACTIVITIES OF THE TYPE CARRIED ON BY BETH EL ENDOWMENT FOUNDATION.

  • DISTRIBUTION OF CONTRIBUTIONS TO SUPPORT THE MISSIONS OF THE SUPPORTED ORGANIZATIONS.

    Expenses $127,034 · Grants $127,034

As filed on the 2024 return.

Listed in Part VII

  • Jeremy Pearl

    TREASURER

    Total calculated
    $479,040
    From this org
    $0
    From related orgs
    $388,134
    Other
    $90,906
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,134 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $66,370 related
    Nontaxable benefits
    $0 + $24,536 related
    Filer's total
    $0 + $479,040 related

  • Eli Landau

    ASSISTANT SECRETARY

    Total calculated
    $283,285
    From this org
    $0
    From related orgs
    $236,858
    Other
    $46,427
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,858 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,729 related
    Nontaxable benefits
    $0 + $19,698 related
    Filer's total
    $0 + $283,285 related

  • Alan Viterbi

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Cliff Boro

    PRESIDENT, CBE

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Elden

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Lawrence Sherman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Graeme Gabriel

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Rodney Stone

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michael Weiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    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 HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202611349349311261

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