2024-06-17T17:12:37-05:00 2023-07-31 420714325 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 990 2022-08-01 752510543 NATE & ANN LEVINE FAMILY FOUNDATION NATE 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 228536 0 X N/A X 1993 TX TO CONDUCT AND/OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE DALLAS JEWISH COMMUNITY FOUNDATION. 6 2 0 2 0 0 0 0 0 0 138937 228536 6000 0 144937 228536 1800 317808 0 0 0 0 0 0 0 14098 14508 15898 332316 129039 -103780 3804791 3677642 3335 1418 3801456 3676224 TO CONDUCT AND/OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE DALLAS JEWISH COMMUNITY FOUNDATION. 0 0 317808 317808 DISTRIBUTIONS AND GRANTS TO OTHER NON-PROFIT AGENCIES AS APPROVED BY THE FOUNDATION. 317808 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 6 2 1 0 0 0 0 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 MONA ALLEN AT LARGE 1.00 43.00 X 0 156833 10299 JERRY BLAIR SECRETARY 1.00 42.00 X X 0 194619 36761 CYNTHIA HENDRICKS TREASURER 1.00 44.00 X X 0 146438 10681 NATE LEVINE PRESIDENT 1.00 0.00 X X 0 0 0 ANN LEVINE VICE PRESIDENT 1.00 0.00 X X 0 0 0 MEGAN HYMAN AT LARGE 1.00 42.00 X 0 82904 3450 MARY VAUGHN AT LARGE (THRU 9/2022) 1.00 41.00 X 0 66022 4650 0 646816 65841 0 0 1 0 0 228536 228536 228536 0 0 228536 317808 317808 12500 12500 1418 1418 BANK AND BROKERAGE FEES 590 590 332316 317808 14508 0 339418 233721 3465373 3443921 3804791 3677642 210 3125 1418 3335 1418 X 3801456 3676224 3801456 3676224 3804791 3677642 -103780 -21452 0 X 0 1 X 1 0 X X 1 DALLAS JEWISH COMMUNITY FOUNDATION 752836123 7 1 317808 0 1 317808 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: NATE & ANN LEVINE 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 NATE & ANN LEVINE 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 NATE & ANN LEVINE FAMILY FOUNDATION FURTHER THE CHARITABLE PURPOSES OF DJCF. 0 DUE TO DALLAS JEWISH COMMUNITY FOUNDATION 1418 1418 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 TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. 1 PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVENUE SUITE 101 DALLAS TX 75231 521243220 501(C)(3) 250000 0 GENERAL SUPPORT AKIBAYAVNEH ACADEMY SCHULTZ ROSENBERG CAMPUS12324 MERIT DRIVE DALLAS TX 75251 752470261 501(C)(3) 10000 0 GENERAL SUPPORT TEMPLE EMANU-EL 8500 HILLCREST ROAD DALLAS TX 75225 752872570 501(C)(3) 50000 0 GENERAL SUPPORT 3 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 - NATE LEVINE AND ANN LEVINE HAVE A FAMILY RELATIONSHIP. - MEGAN HYMAN, JERRY BLAIR, AND CYNTHIA HENDRICKS 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 7A DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION, IS ENTITLED TO APPOINT, REPLACE, AND REMOVE A MAJORITY OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE BOARD OF DIRECTORS WILL RECEIVE THE RETURN FOR 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 SCHULTZ FAMILY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752188255 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