Congregation Beth David Endowment logo

Congregation Beth David Endowment

SARATOGA, CA EIN: 27-0912268 Website

To manage the Endowment and Special Purpose Funds of Congregation Beth David, a California Nonprofit Religious Corporation.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+9.1% YoY

Annual Giving

$94K

-64.5% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$47K

-82.2% YoY

About Congregation Beth David Endowment

Based on IRS filings

Congregation Beth David Endowment is a nonprofit organization focused on Religion Related, based in SARATOGA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 2 grants totaling $94K. Net investment income was $69K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Saratoga

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$74K$149K$223K$297K20202021202220232024
Metric202420232022
Total Assets$1,751,805$1,605,626$1,704,405
Revenue$106,302$106,940$270,399
Expenses$99,173$268,899$11,441
Qualifying Distributions
Net Investment Income$69,429$77,364$94,403
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$66K$132K$198K$264K0 grants20200 grants20210 grants20221 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Congregation Beth David$82KCongregation Beth David$12K

Grant Size Distribution

3 grants across all recorded years

1<$50K1$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Congregation Beth David Endowment

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Brett BorahTrustee0.05
Gene TenbergTreasurer0.05
Dan SkilkenTrustee0.05
Michael LeitnerPresident0.1
William BeydaTrustee0.05
Hanna FirmanTrustee0.05
Eric LewisTrustee0.05
David HoffmanSecretary0.05

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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