Nonprofit · EIN 87-3766944
BETH-EL CONGREGATION ENDOWMENT
Tax-exempt · FORT WORTH, TX 76109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,065,492 | $674,233 | $1,391,259 | $12,945,879 | $0 | $12,945,879 |
| June 30, 2024 | 990 | $590,596 | $458,189 | $132,407 | $10,686,514 | $0 | $10,686,514 |
| June 30, 2023 | 990 | $467,854 | $1,046,888 | -$579,034 | $9,417,650 | $0 | $9,417,650 |
| June 30, 2022 | 990 | $10,624,652 | $152,388 | $10,472,264 | $9,346,656 | $0 | $9,346,656 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,529,125
- Program service revenue
- $0
- Investment income
- $536,367
- Net gain from sales of assets
- $160,893
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $611,621
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $611,621
- Management and general (functional)
- $62,612
Balance sheet and other
- Total assets, start of year
- $10,686,514
- Total assets, end of year
- $12,945,879
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,945,879
- Publicly traded securities
- $12,738,665
- Net assets with donor restrictions
- $12,945,879
- Gross receipts
- $4,462,648
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2021
- State of legal domicile
- TX
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 |
|---|---|---|---|
| BEN ROSENTHAL | DIRECTOR/PRE Trustee or director, Officer | 5 | $0 |
| MARC SLOTER | DIRECTOR/SEC Trustee or director, Officer | 5 | $0 |
| DAVID EBERSTEIN | DIRECTOR/TRE Trustee or director, Officer | 5 | $0 |
| JEFF KAITCER | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL APPLEMAN | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT SIMON | DIRECTOR Trustee or director | 1 | $0 |
| SHELDON LEVY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN ROSENTHAL | DIRECTOR/PRE Trustee or director, Officer | 5 | $0 |
| MARC SLOTER | DIRECTOR/SEC Trustee or director, Officer | 5 | $0 |
| DAVID EBERSTEIN | DIRECTOR/TRE Trustee or director, Officer | 5 | $0 |
| RUSS SCHULTZ | DIRECTOR Trustee or director | 1 | $0 |
| JEFF KAITCER | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT SIMON | DIRECTOR Trustee or director | 1 | $0 |
| SHELDON LEVY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN ROSENTHAL | DIRECTOR/PRE Trustee or director, Officer | 5 | $0 |
| MARC SLOTER | DIRECTOR/SEC Trustee or director, Officer | 5 | $0 |
| DAVID EBERSTEIN | DIRECTOR/TRE Trustee or director, Officer | 5 | $0 |
| RUSS SCHULTZ | DIRECTOR Trustee or director | 1 | $0 |
| JULIE DIAMOND | DIRECTOR Trustee or director | 1 | $0 |
| JEFF KAITCER | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT SIMON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2022: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN ROSENTHAL | DIRECTOR/PRE Trustee or director, Officer | 5 | $0 |
| MARC SLOTER | DIRECTOR/SEC Trustee or director, Officer | 5 | $0 |
| DAVID EBERSTEIN | DIRECTOR/TRE Trustee or director, Officer | 5 | $0 |
| RUSS SCHULTZ | DIRECTOR Trustee or director | 1 | $0 |
| HOWARD BELLET | DIRECTOR Trustee or director | 1 | $0 |
| JULIE DIAMOND | DIRECTOR Trustee or director | 1 | $0 |
| JEFF KAITCER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4900 BRIARHAVEN RD, FORT WORTH, TX 76109-4403
- Principal officer (990 for 2024)
- BEN ROSENTHAL, 4900 BRIARHAVEN RD, FORT WORTH, TX 76109
- Signed the 990
- BEN ROSENTHAL, DIRECTOR/PRESIDENT
- Phone
- (817) 332-7141
- Website
- HTTPS://WWW.BETHELFW.ORG/
- Return prepared by
- SOMMERVILLE & ASSOCIATES PC
Mission
THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO HOLD, MANAGE, SOLICIT, RECEIVE, ADMINISTER AND INVEST PROPERTY FOR THE EXCLUSIVE USE, BENEFIT, AND SUPPORT OF THE BETH-EL CONGREGATION.
Program accomplishments
- THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO HOLD, MANAGE, SOLICIT, RECEIVE, ADMINISTER AND INVEST PROPERTY FOR THE EXCLUSIVE USE, BENEFIT, AND SUPPORT OF THE BETH-EL CONGREGATION. IN THE 2024/2025 FISCAL YEAR, THE ORGANIZATION PROVIDED GRANTS TO THE CONGREGATION TO ASSIST IN FURTHERING ITS RELIGIOUS PURPOSES.Expenses $611,621 · grants $611,621
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
- 87-3766944
- 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
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X11)
- Assets (IRS master file)
- $12,945,879
- Income (IRS master file)
- $4,462,648
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,065,492 | $674,233 | $12,945,879 | IRS |
| 990 | June 2024 | $590,596 | $458,189 | $10,686,514 | IRS |
| 990 | June 2023 | $467,854 | $1,046,888 | $9,417,650 | XML |
| 990 | June 2022 | $10,624,652 | $152,388 | $9,346,656 | XML |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BETH-EL CONGREGATION ENDOWMENT
- What is the EIN of BETH-EL CONGREGATION ENDOWMENT?
- The employer identification number (EIN) of BETH-EL CONGREGATION ENDOWMENT is 87-3766944.
- Is BETH-EL CONGREGATION ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to BETH-EL CONGREGATION ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does BETH-EL CONGREGATION ENDOWMENT 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 BETH-EL CONGREGATION ENDOWMENT 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 BETH-EL CONGREGATION ENDOWMENT 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 BETH-EL CONGREGATION ENDOWMENT?
- The 990 for the year ended June 30, 2025 names BEN ROSENTHAL.
- Who are the officers and directors of BETH-EL CONGREGATION ENDOWMENT?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does BETH-EL CONGREGATION ENDOWMENT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,065,492, expenses of $674,233 and total assets of $12,945,879 at year end.
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