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Nonprofit · EIN 04-3100103

CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST

Tax-exempt · FALL RIVER, MA 02720

Financials

$40K$27K2022$35K$36K2023$19K$12K2024
Revenue Expenses · by fiscal year end
Financials of CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$19,445$11,723$7,722$546,537$0$546,537
June 30, 2024990$35,374$35,863-$489$528,710$5,723$522,987
June 30, 2023990$39,566$26,825$12,741$532,526$19,913$512,613
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$19,445
Other revenue
$0

Expenses

Grants and similar amounts paid
$11,723
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$11,723

Balance sheet and other

Total assets, start of year
$528,710
Total assets, end of year
$546,537
Total liabilities, end of year
$0
Net assets, end of year
$546,537
Publicly traded securities
$476,797
Net assets with donor restrictions
$546,537
Gross receipts
$19,445
Employees
0
Year formed
1990
State of legal domicile
MA

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.

NameTitleHours / weekCompensation
RICHARD S SCHWARTZPRESIDENT
Trustee or director, Officer
0.3$0
ROBERT FALCONEROTREASURER
Trustee or director, Officer
0.3$0
LIBBY COHENSECRETARY
Trustee or director, Officer
0.3$0
LEONARD LEHRERVICE PRESIDE
Trustee or director, Officer
0.5$0
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
RICHARD S SCHWARTZPRESIDENT
Trustee or director, Officer
0.3$0
ROBERT FALCONEROTREASURER
Trustee or director, Officer
0.3$0
LIBBY COHENSECRETARY
Trustee or director, Officer
0.3$0
990 for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
NORMAN L BOLSKITRUSTEE
Trustee or director
0.3$0
JEFFREY S ENTENTRUSTEE
Trustee or director
0.3$0
ROBERT FALCONEROTREASURER
Trustee or director
0.3$0
SAYRE LITCHMANTRUSTEE
Trustee or director
0.3$0
STEPHEN SILVERMANPRESIDENT
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
309 N MAIN ST, FALL RIVER, MA 02720-2320
Mailing address (990-N for 2017)
385 HIGH STREET, FALL RIVER MA 02720
Principal officer (990 for 2024)
RICHARD S SCHWARTZ
Principal officer (990-N for 2017)
WILLIAM M CHEBOT TRUSTEE, 385 HIGH STREET, FALL RIVER MA 02720
Signed the 990
RICHARD S SCHWARTZ, PRESIDENT
Phone
(508) 674-3529
Return prepared by
NORMAN GRAHAM & DIGANGI PC

Mission

TO DISTRIBUTE THE NET INTEREST AND DIVIDENDS OF THE TRUST TO CONGREGATION BETH-EL OF FALL RIVER, INC. FOR THE USE OF SAID BENEFICIARY.

990 for the year ended June 30, 2025

Program accomplishments

  • THE TRUST DONATES ALL OF THE NET INVESTMENT INCOME TO TEMPLE BETH-EL TO ASSIST FURTHERANCE OF THE TEMPLE'S RELIGIOUS AND BENEVOLENT PURPOSES.
    Expenses $11,723 · grants $11,723

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-3100103
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1991
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$546,537
Income (IRS master file)
$19,445

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$19,445$11,723$546,537XML
990June 2024$35,374$35,863$528,710XML
990June 2023$39,566$26,825$532,526XML
990June 2022$22,595$20,219$556,335IRS
990June 2021–––IRS
990June 2019–––IRS
990-N for 2017
Officer: WILLIAM M CHEBOT TRUSTEE
June 30, 2018≤ $50,000 receipts––e-Postcard

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 04-3100103).

Questions about CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST

What is the EIN of CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST?
The employer identification number (EIN) of CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST is 04-3100103.
Is CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST 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-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST 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-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST?
The 990 for the year ended June 30, 2025 names RICHARD S SCHWARTZ.
Who are the officers and directors of CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $19,445, expenses of $11,723 and total assets of $546,537 at year end.

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