Beth El Endowment Foundation
- Assets
- $3.3m
- Revenue
- $106.7k
- Investments
- $452.3k
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 07/2001
- Data as of
- 06/2021
- EIN
- 33-0969651
Organization Overview
Beth El Endowment Foundation is located in San Diego, CA. The organization was established in 2001. According to its NTEE Classification (X12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Religion-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Beth El Endowment Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Beth El Endowment Foundation generated $106.7k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.5% each year. All expenses for the organization totaled $148.7k during the year ending 06/2021. While expenses have increased by 4.7% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO AND THE CONGREGATION BETH EL OF LA JOLLA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
DISTRIBUTION OF CONTRIBUTIONS TO SUPPORT THE MISSIONS OF THE SUPPORTED ORGANIZATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard Gabriel Vice President | OfficerTrustee | 1 | $0 |
Jeffrey Elden Vice President | OfficerTrustee | 1 | $0 |
Rodney Stone Secretary | OfficerTrustee | 1 | $0 |
Alan Viterbi President | OfficerTrustee | 1 | $0 |
Lawrence Sherman Vice President | OfficerTrustee | 1 | $0 |
Beth Sirull Treasurer | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $360 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $360 |
| Total Program Service Revenue | $0 |
| Investment income | $29,024 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $77,326 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $106,710 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $116,732 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,919 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $29,065 |
| Total functional expenses | $148,716 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,714 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $27,664 |
| Accounts receivable, net | $375,000 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,454,174 |
| Investments—other securities | $452,266 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,314,818 |
| Accounts payable and accrued expenses | $12,343 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $12,343 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $3,302,475 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,314,818 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Beth El Endowment Foundation has recieved totaling $25,000.
| Awarding Organization | Amount |
|---|---|
Jewish Community Foundation Of San Diego San Diego, CA PURPOSE: GENERAL | $25,000 |
Endowment Analysis
| Beg. Balance | $2,423,279 |
| Earnings | $696,236 |
| Admin Expense | $29,065 |
| Net Contributions | $360 |
| Grants | $116,732 |
| Ending Balance | $2,974,078 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Frank Lynch Tw-Closing Phoenix, AZ | $0 | $1,800,345 |
Missions Of Hope International Phoenix, AZ | $1,398,105 | $11,092,409 |
Foundation For Christianstewardship Irvine, CA | $2,166,053 | $1,632,635 |
Christian Foundation Of The West Inc Westlake Village, CA | $29,861,352 | $8,138,364 |
Shinnyo-En Foundation San Bruno, CA | $28,915,235 | $1,951,028 |
Libitzky Family Foundation San Francisco, CA | $16,385,031 | $1,879,741 |
Episcopal Impact Fund San Francisco, CA | $6,585,359 | $2,213,656 |
Joseph J Storey Charitable Remainder Unitrust Las Vegas, NV | $7,569,430 | $1,397,221 |
Spiritual Care Link Foundation Scottsdale, AZ | $356,325 | $815,410 |
Shedry Dar Foundation Mesa, AZ | $4,092,490 | $2,757,316 |
Global Assistance Partner La Habra, CA | $431,832 | $683,902 |
Catholic Womens Guild Hawaii Kailua, HI | $0 | $290,181 |