Form 990 for tax year 2023
Filed by CONGREGATION BETH DAVID ENDOWMENT FOUNDATION.
Totals
- Total revenue
- $106,302
- Total expenses
- $99,173
- Contributions and grants received
- $1,633
- Grants paid
- $93,852
- Program service revenue
- $35,240
- Investment income
- $69,429
- Other revenue
- $0
- Total assets, end of year
- $1,751,805
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,751,805
- Program services expenses (Part IX)
- $96,495
- Management and general expenses
- $2,678
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $96,495
Program services were 97.3% 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
$1,633
-
2a · Program service revenue: Cemetery Plot Sales
total $35,240 · related or exempt $35,240
-
3 · Investment income
total $69,429 · excluded $69,429
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $93,852 · program services $93,852
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $1,500 · management and general $1,500
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $2,643 · program services $2,643
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,091 · management and general $1,091
-
24a · Other expenses: State Filing Fees
total $75 · management and general $75
-
24b · Other expenses: Bank Fees
total $12 · management and general $12
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $206,126 · end of year $241,464
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $222 · end of year $77,598
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1,399,278 · end of year $1,432,743
-
17 · Accounts payable and accrued expenses
beginning of year $1,500
-
28 · Net assets with donor restrictions
beginning of year $1,604,126 · end of year $1,751,805
Mission and programs · 2023
Mission
To manage the Endowment and Special Purpose Funds of Congregation Beth David, a California Nonprofit Religious Corporation.
-
Support of Congregation Beth David through providing funds for general building maintenance.
Expenses $82,340 · Grants $82,340
-
Support of Congregation Beth David through purchase and installation of Rooftop Solar Energy System.
Expenses $11,512 · Grants $11,512
-
Sales of burial plots in the Beth David Memorial Garden, a cemetery in San Jose, California.
Expenses $2,643 · Revenue $35,241
As filed on the 2023 return.
Listed in Part VII
-
Brett Borah
Trustee
- Total calculated
- $0
- Hours/week
- 0.05
-
Gene Tenberg
Treasurer
- Total calculated
- $0
- Hours/week
- 0.05
-
Dan Skilken
Trustee
- Total calculated
- $0
- Hours/week
- 0.05
-
Michael Leitner
President
- Total calculated
- $0
- Hours/week
- 0.1 + 10 related
-
William Beyda
Trustee
- Total calculated
- $0
- Hours/week
- 0.05 + 5 related
-
Hanna Firman
Trustee
- Total calculated
- $0
- Hours/week
- 0.05 + 15 related
-
Eric Lewis
Trustee
- Total calculated
- $0
- Hours/week
- 0.05
-
David Hoffman
Secretary
- Total calculated
- $0
- Hours/week
- 0.05
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
-
$82,340
Maintenance on Building
-
$11,512
Purch. & Install Rooftop Solar Sys.
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.
-
501(c)(3) · Religious Institution · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2024
- IRS schema version
- 2023v6.0
- Source object
- 202541359349312354
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.