Nonprofit · EIN 27-0912268
CONGREGATION BETH DAVID ENDOWMENT FOUNDATION
Tax-exempt (reinstated) · SARATOGA, CA 95070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $123,542 | $37,823 | $85,719 | $1,927,758 | $0 | $1,927,758 |
| June 30, 2024 | 990 | $106,302 | $99,173 | $7,129 | $1,751,805 | $0 | $1,751,805 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,901
- Program service revenue
- $13,367
- Investment income
- $108,274
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $32,611
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $33,614
- Management and general (functional)
- $4,209
Balance sheet and other
- Total assets, start of year
- $1,751,805
- Total assets, end of year
- $1,927,758
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,927,758
- Net assets with donor restrictions
- $1,927,758
- Gross receipts
- $123,542
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brett Borah | Secretary Trustee or director, Officer | 0.1 | $0 |
| Gene Tenberg | Treasurer Trustee or director, Officer | 0.1 | $0 |
| Dan Skilken | Trustee Trustee or director | 0.05 | $0 |
| Michael Leitner | President Trustee or director, Officer | 0.1 | $0 |
| William Beyda | Trustee Trustee or director | 0.05 | $0 |
| Lee Hirsch | Trustee Trustee or director | 0.05 | $0 |
| Eric Lewis | Trustee Trustee or director | 0.05 | $0 |
| David Hoffman | Trustee Trustee or director | 0.05 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brett Borah | Trustee Trustee or director | 0.05 | $0 |
| Gene Tenberg | Treasurer Trustee or director, Officer | 0.05 | $0 |
| Dan Skilken | Trustee Trustee or director | 0.05 | $0 |
| Michael Leitner | President Trustee or director, Officer | 0.1 | $0 |
| William Beyda | Trustee Trustee or director | 0.05 | $0 |
| Hanna Firman | Trustee Trustee or director | 0.05 | $0 |
| Eric Lewis | Trustee Trustee or director | 0.05 | $0 |
| David Hoffman | Secretary Trustee or director, Officer | 0.05 | $0 |
Address and contacts
- Address (IRS master file)
- 19700 PROSPECT RD, SARATOGA, CA 95070-3352
- In care of
- % MICHAEL LEITNER
- Principal officer (990 for 2024)
- Michael Leitner, 19700 Prospect Road, Saratoga, CA 950703352
- Signed the 990
- Gene Tenberg, Treasurer
- Phone
- (408) 257-3333
- Return prepared by
- Michael Stephen Schaffer CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 27-0912268 or by the name CONGREGATION BETH DAVID ENDOWMENT FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To manage the Endowment and Special Purpose Funds of Congregation Beth David, a California Nonprofit Religious Corporation.
Program accomplishments
- Support of Congregation Beth David through providing funds for general building and facilities maintenance, and staff support.Expenses $32,611 · grants $32,611
- Sales of burial plots in the Beth David Memorial Garden, a cemetery in San Jose, California.Expenses $1,003 · revenue $13,367
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0912268
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X113)
- Assets (IRS master file)
- $1,927,758
- Income (IRS master file)
- $123,542
Revocation and reinstatement
- Exemption revoked
- November 15, 2012
- Posted by the IRS
- March 11, 2013
- Reinstated
- Effective November 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $123,542 | $37,823 | $1,927,758 | IRS |
| 990 | June 2024 | $106,302 | $99,173 | $1,751,805 | IRS |
| 990 | June 2023 | $106,940 | $268,899 | $1,605,626 | IRS |
| 990 | June 2022 | $270,399 | $11,441 | $1,704,405 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0912268).
Questions about CONGREGATION BETH DAVID ENDOWMENT FOUNDATION
- What is the EIN of CONGREGATION BETH DAVID ENDOWMENT FOUNDATION?
- The employer identification number (EIN) of CONGREGATION BETH DAVID ENDOWMENT FOUNDATION is 27-0912268.
- Is CONGREGATION BETH DAVID ENDOWMENT FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2012 and reinstated it effective November 15, 2012.
- Are donations to CONGREGATION BETH DAVID ENDOWMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does CONGREGATION BETH DAVID ENDOWMENT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CONGREGATION BETH DAVID ENDOWMENT FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONGREGATION BETH DAVID ENDOWMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CONGREGATION BETH DAVID ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 names Michael Leitner.
- Who are the officers and directors of CONGREGATION BETH DAVID ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does CONGREGATION BETH DAVID ENDOWMENT FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $123,542, expenses of $37,823 and total assets of $1,927,758 at year end.
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