2024-06-17T17:14:41-05:00 2023-07-31 420714325 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 990 2022-08-01 752188255 THE SCHULTZ FAMILY FOUNDATION SCHU 9726451028 12222 MERIT DRIVE 450 DALLAS TX 75251 JERRY BLAIR SECRETARY 9726451028 2024-06-17 1 JERRY BLAIR 999009999 0 KEVIN ENSMINGER P01310558 8167533000 2024-06-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JERRY BLAIR 12222 MERIT DRIVE 450 DALLAS TX 75251 2346 0 X N/A X 1987 TX CREATED TO, AND IS OPERATED TO, CONDUCT AND/OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE DALLAS JEWISH COMMUNITY FOUNDATION. 7 3 0 3 -617 0 83900 0 0 0 3275 -17654 0 0 87175 -17654 116100 6000 0 0 0 0 0 0 0 1491 2021 117591 8021 -30416 -25675 26524 2088 284 1523 26240 565 CREATED TO, AND IS OPERATED TO, CONDUCT AND/OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE DALLAS JEWISH COMMUNITY FOUNDATION. 0 0 6000 6000 DISTRIBUTIONS AND GRANTS TO OTHER NON-PROFIT AGENCIES AS APPROVED BY THE DALLAS JEWISH COMMUNITY FOUNDATION. 6000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 3 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JERRY BLAIR 9726451028 12222 MERIT DRIVE 450 DALLAS TX 75251 JAYNIE SCHULTZ-ROMANER PRESIDENT 1.00 0.00 X X 0 0 0 ANDREW H SCHULTZ VICE PRES 1.00 0.00 X X 0 0 0 DANIEL ALAN SCHULTZ VICE PRES 1.00 0.00 X X 0 0 0 JERRY BLAIR SECRETARY 1.00 42.00 X X 0 194619 36761 CYNTHIA HENDRICKS TREASURER 1.00 42.00 X 0 146438 10681 MEGAN HYMAN TREASURER 1.00 42.00 X X 0 82904 3450 MONA ALLEN AT LARGE 1.00 40.00 X 0 156833 10299 MARY VAUGHN TREASURER (THRU 9/22) 1.00 41.00 X 0 66022 4650 0 646816 65841 0 0 1 0 0 2346 -617 2963 20000 -20000 -20000 -20000 -17654 0 -617 -17037 6000 6000 247 247 1522 1522 BANK FEES 252 252 8021 6000 2021 0 6524 2088 20000 0 26524 2088 210 74 1523 284 1523 X 26240 565 26240 565 26524 2088 -25675 0 X 0 1 X 1 0 X X 1 DALLAS JEWISH COMMUNITY FOUNDATION 752836123 7 1 6000 0 1 6000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE SCHULTZ FAMILY FOUNDATION SUPPORTS DALLAS JEWISH COMMUNITY FOUNDATION (DJCF), ITS SUPPORTED ORGANIZATION, BY CARRYING OUT GRANTMAKING ACTIVITIES ON BEHALF OF DJCF. THE MAJORITY OF THE BOARD OF DIRECTORS OF THE SCHULTZ FAMILY FOUNDATION ALSO SERVE AS OFFICERS OF DJCF. AS SUCH, DJCF MAINTAINS RESPONSIBILITY OF MANAGING, SUPERVISING AND CONTROLLING ITS SUPPORTING ORGANIZATION, TO ENSURE THE ACTIVITIES OF THE SCHULTZ FAMILY FOUNDATION FURTHER THE CHARITABLE PURPOSES OF DJCF. 0 DUE TO DALLAS JEWISH COMMUNITY FOUNDATION 1523 1523 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. 1 DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752836123 501C(3) 6000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR GRANT ADMINISTRATION AND MAINTAINS DETIALED RECORDS OF THE AMOUNTS AND USE OF GRANT FUNDS. 0 0 0 0 0 0 0 0 0 JERRY BLAIR SECRETARY 0 180129 0 14490 0 0 0 8731 0 28030 0 231380 0 0 MONA ALLEN AT LARGE 0 141833 0 15000 0 0 0 5649 0 4650 0 167132 0 0 CYNTHIA HENDRICKS TREASURER 0 140938 0 5500 0 0 0 6031 0 4650 0 157119 0 0 PART I, LINE 3 DIRECTORS ARE NOT COMPENSATED FOR SERVICES PROVIDED TO THE FILING ORGANIZATION. DALLAS JEWISH COMMUNITY FOUNDATION UTILIZES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT CONTRACT - FORM 990 OF OTHER ORGANIZATIONS FORM 990, PART VI, SECTION A, LINE 2 - JAYNIE SCHULTZ-ROMANER, ANDREW H. SCHULTZ, AND DANIEL ALEN SCHULTZ HAVE A FAMILY RELATIONSHIP. -JERRY BLAIR, CYNTHIA HENDRICKS, MONA ALLEN AND MEGAN HYMAN HAVE A BUSINESS RELATIONSHIP TO THE EXTENT THAT THEY ARE ALL OFFICERS OR EMPLOYEES OF DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE TWO CLASSES OF MEMBERS: ONE FOUNDATION MEMBER (MEMBER OF THE DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION) AND DONOR MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION MEMBER IS ENTITLED TO ELECT FOUR OF THE SEVEN DIRECTORS, BUT MUST CONSULT WITH THE ADVISORY DIRECTORS REGARDING THIS ACTION. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE RETURN TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AS A SUPPORTING ORGANIZATION OF THE DALLAS JEWISH COMMUNITY FOUNDATION (DJCF), THE ORGANIZATION CLOSELY FOLLOWS DJCF'S WRITTEN POLICIES. DJCF'S CONFLICT OF INTEREST POLICY STATES THAT EACH TRUSTEE, COMMITTEE MEMBER, AND EMPLOYEE SHALL ANNUALLY REAFFIRM HIS OR HER PERSONAL COMMITMENT TO FOLLOW THE CONFLICT OF INTEREST STANDARDS SET OUT IN THE DJCF CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752836123 CHARITABLE TX 501(C)(3) LINE 7 N/A 0 LAWRENCE STEINBERG FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752741258 CHARITABLE TX 501(C)(3) LINE 12A, I DALLAS JEWISH COMMUNITY FOUNDATION 1 KIRSCHNER-BOOKATZ FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752759108 CHARITABLE TX 501(C)(3) LINE 12A, I DALLAS JEWISH COMMUNITY FOUNDATION 1 NATE & ANN LEVINE FAMILY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752510543 CHARITABLE TX 501(C)(3) LINE 12A, I DALLAS JEWISH COMMUNITY FOUNDATION 1 NORTHAVEN CHARITABLE GIVING FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 260850444 CHARITABLE TX 501(C)(3) LINE 12A, I DALLAS JEWISH COMMUNITY FOUNDATION 1 DJCF HOLDING CORPORATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752845958 CHARITABLE TX 501(C)(2) N/A DALLAS JEWISH COMMUNITY FOUNDATION 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0