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The Beth El Endowment Foundation

Tax-deductible

San Diego, CA501(c)(3)Since 2001ReligionEIN 33-0969651

To conduct or support activities for the benefit of the jewish community foundation of san diego and the congregation beth el of la jolla.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Run by 7 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $65K a year · 68% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.6 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$132K
+33% vs prior year
Spent
$162K
To programs
78%
Net assets
$3.2M
By yearFY2020–FY2024
Revenue
$132K
FY2024▲ +33%
Revenue by fiscal year
FY2020$97K
FY2021$107K
FY2022$82K
FY2023$96K
FY2024$99K
FY2024$132K
Expenses
$162K
FY2024▲ +2%
Expenses by fiscal year
FY2020$186K
FY2021$149K
FY2022$155K
FY2023$159K
FY2024$159K
FY2024$162K
Net assets
$3.2M
FY2024▲ +5%
Net assets by fiscal year
FY2020$2.8M
FY2021$3.3M
FY2022$2.9M
FY2023$2.9M
FY2024$3.0M
FY2024$3.2M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $127K Management & general 22% · $35K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
Jeremy Pearl
Treasurer
$0Pt VII · Sec A
Eli Landau
Assistant Secretary
$0Pt VII · Sec A
Alan Viterbi
President
$0Pt VII · Sec A
Cliff Boro
President, Cbe
$0Pt VII · Sec A
Jeffrey Elden
Vice President
$0Pt VII · Sec A
Lawrence Sherman
Vice President
$0Pt VII · Sec A
Graeme Gabriel
Vice President
$0Pt VII · Sec A
Rodney Stone
Secretary
$0Pt VII · Sec A
See The Beth El Endowment Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports the Jewish Community Foundation and Congregation Beth El.

Provided by the organization

This section is blank until The Beth El Endowment Foundation claims this page.

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1 program service account for $127K of program spending, described in the organization's own filed words · FY2024.
01

Distribution of contributions to support the missions of the supported organizations.

$127Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $772K · 2019–2024
Congregation Beth El of La JollaCA · FY2024$127,034
Congregation Beth El of La JollaCA · FY2023$125,954
Congregation Beth El of La JollaCA · FY2022$126,251
Congregation Beth El of La JollaCA · FY2021$120,019
Congregation Beth El of La JollaCA · FY2020$116,732
Congregation Beth El of La JollaCA · FY2019$156,307

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$132K
Ln 12
Investment incomeLn 3$132K
Gifts and grantsLn 1h$180
Money outPt IX
$162K
Ln 25
Programscol B$127K
Managementcol C$35K
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$8K
Total assetsLn 16$3.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$180
Investment incomeLn 3$132K
Gains on assetsLn 7$75K
Total revenueLn 12$132K
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$6K
Cash and savings togetherLn 1–2$8K
InvestmentsLn 11–13$2.8M
Total assetsLn 16$3.2M
LiabilitiesLn 26$0
Net assetsLn 32$3.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$33K$8K
InvestmentsLn 11–13$2.6M$2.8M
Total assetsLn 16$3.0M$3.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$3.0M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$127K$127K
Investment management feesLn 11f$5K$5K
Other expenses (24a–d)Ln 24$30K$30K
Total functional expensesLn 25$162K$127K$35K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $99K$159K−$60K$3.0M 990 PDF
FY2023 $96K$159K−$63K$2.9M 990 PDF
FY2022 $82K$155K−$73K$2.9M 990 PDF
FY2021 $107K$149K−$42K$3.3M 990 PDF
FY2020 $97K$186K−$89K$2.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $131,981 across 5 lines filed
VIII-1f All other contributions, gifts and grants$180
VIII-1h Total contributions, gifts and grants$180
VIII-3 Investment incomeExcluded from tax $56,758$56,758
VIII-7 Net gain or loss on sales of assetsExcluded from tax $75,043$75,043
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $131,801$131,981
Part IX · Statement of functional expenses $162,253 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $127,034$127,034
IX-11f Investment management feesManagement $5,252$5,252
IX-24 Other expenses (24a–d)Management $29,967$29,967
IX-25 Total functional expensesPrograms $127,034 · Management $35,219 · Fundraising $0$162,253
Part X · Balance sheet $3,154,178 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $2,500$2,500
X-2 Savings and temporary cash investmentsStart of year $30,311$5,680
X-4 Accounts receivableStart of year $375,000$375,000
X-11 Publicly traded securitiesStart of year $1,715,379$1,718,981
X-12 Other securitiesStart of year $892,939$1,052,017
X-16 Total assetsStart of year $3,016,129$3,154,178
X-26 Total liabilitiesStart of year $0$0
X-28 Net assets with donor restrictionsStart of year $3,016,129$3,154,178
X-32 Total net assets or fund balancesStart of year $3,016,129$3,154,178
X-33 Total liabilities and net assetsStart of year $3,016,129$3,154,178
Part XI · Reconciliation of net assets $3,154,178 net assets at year end
XI-1 Total revenue$131,981
XI-2 Total expenses$162,253
XI-3 Revenue less expenses−$30,272
XI-4 Net assets at start of year$3,016,129
XI-5 Net unrealized gains (losses) on investments$168,321
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,154,178

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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