2025-11-14T15:15:13-05:00 2024-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2024-01-01 821747770 DHHRM ENDOWMENT FOUNDATION INC % HANNAH ORTH DHHR 2147417500 300 N HOUSTON ST DALLAS TX 75202 MARY PAT HIGGINS CEO 2147417500 2025-11-17 true true P01424343 2147060840 2024 2025-03-06 01:10:19Z MARY PAT HIGGINS 300 N HOUSTON ST DALLAS TX 75202 8936663 false X N/A X 2016 TX THE ENDOWMENT FOUNDATION IS OPERATED EXCLUSIVELY TO SUPPORT AND BENEFIT DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM. 7 7 0 7 0 1112047 8306552 0 0 709140 630111 0 0 1821187 8936663 378888 397103 0 0 0 0 0 0 0 23050 29258 401938 426361 1419249 8510302 12864245 22720073 12364 0 12851881 22720073 THE ENDOWMENT FOUNDATION IS OPERATED EXCLUSIVELY TO SUPPORT AND BENEFIT DALLAS DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM. false false 397103 397103 THE ENDOWMENT FOUNDATION IS ORGANIZED AND OPERATED TO(I)HOLD, MANAGE AND INVEST ENDOWMENT FUNDS FOR THE BENEFIT OF DALLAS DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM ("DHHRM"); (II)ENTER INTO BROKERAGE AND INVESTMENT MANAGEMENT ACCOUNT AGREEMENTS; (III) GUARANTY LOANS TO DHHRM OR AN AFFILIATE OF DHHRM; AND (IV) ESTABLISH SPENDING OR DISTRIBUTION POLICIES AND ESTABLISH RULES REGARDING DONOR RESTRICTED ENDOWMENTS, BOARD DESIGNATED ENDOWMENTS AND THE ABILITY TO INVADE SUCH ENDOWMENTS IN EMERGENCIES. 397103 true true false false false false false false false true false true false false false true true true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true false false false X HANNAH ORTH 2147417500 300 N HOUSTON ST DALLAS TX 75202 MARY PAT HIGGINS PRESIDENT 2.0 38.0 X X 0 430493 44402 HANNAH ORTH TREASURER 2.0 38.0 X X 0 139196 10314 JULIA WADA BOARD MEMBER 2.0 2.0 X 0 0 0 STEVEN ROSENBERG VICE CHAIR 2.0 0.0 X X 0 0 0 RICHARD MASSMAN CHAIR 2.0 2.0 X X 0 0 0 JEFF CHApMAN SECRETARY 2.0 0.0 X X 0 0 0 LEE MICHAELS BOARD MEMBER 2.0 2.0 X 0 0 0 JAMES HOGUE BOARD MEMBER 2.0 2.0 X 0 0 0 REKESH DAHIYA BOARD MEMBER 2.0 0.0 X 0 0 0 0 569689 54716 0 false true false 0 8306552 8306552 0 435902 435902 0 0 0 0 0 194209 194209 194209 194209 0 0 0 0 0 0 0 0 0 0 8936663 630111 397103 397103 0 0 0 0 0 0 0 0 0 29258 29258 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 426361 397103 29258 0 0 0 0 0 0 3386281 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12864245 19290761 0 0 0 0 0 43031 12864245 22720073 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12364 0 12364 0 X 6822489 8065465 6029392 14654608 12851881 22720073 12864245 22720073 X 8510302 783374 574516 X false true X true false X 16349 439343 158332 1112047 8306552 10032623 0 0 16349 439343 158332 1112047 8306552 10032623 3971477 6061146 83094 120067 212464 329159 435902 1180686 0 0 11213309 0.54053 0.14981 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12851881 8881068 1413485 426361 22720073 10419990 1112047 1721782 401938 12851881 10149287 2337000 -1780473 265824 20000 10419990 6822675 2907179 647264 227831 10149287 6278368 16349 724252 196294 6822675 0.35500 0.03690 0.60810 false false INVESTMENTS DESIGNATED BY THE 8061892 F INVESTMENTS RESTRICTED BY DONO 11228869 F 19290761 0 0 X 9720037 783374 783374 8936663 8936663 426361 426361 426361 FIN 48 (ASC 740) FORM 990, SCHEDULE D, PART X, LINE 2 THE ENDOWMENT FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ADDITION, THE ENDOWMENT FOUNDATION HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER THE CODE. SHOULD THE ENDOWMENT FOUNDATION ENGAGE IN ACTIVITIES UNRELATED TO THE PURPOSE FOR WHICH IT WAS CREATED, TAXABLE INCOME SHOULD RESULT. FOR THE YEAR ENDED DECEMBER 31, 2024 AND 2023, THE ENDOWMENT FOUNDATION HAD NO NET UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. U.S. GAAP requires the evaluation of tax positions taken or expected to be taken in the course of preparing the ENDOWMENT FOUNDATION's tax returns to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit or expense in the current year. A Reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions, or settlements. The ENDOWMENT FOUNDATION is relying on its tax-exempt status and its adherence to all applicable laws and regulations to preserve that status. However, the conclusions regarding the uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations and interpretations thereof. The ENDOWMENT FOUNDATION recognizes interest and penalties, if any, related to uncertain tax positions as administrative expenses. The endowment foundation's Informational returns are generally subject to examination for three years after the later of the due date or date of filing. INTENDED USE OF ENDOWMENT FUNDS FORM 990, SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FOUNDATION'S ENDOWMENTS CONSIST OF 20 DONOR-RESTRICTED FUNDS ESTABLISHED TO GENERATE INCOME FOR THE MUSEUM EXPERIENCE PROGRAM, EDUCATIONAL PROGRAMS, FACILITY OPERATIONS AND STAFF DEVELOPMENT, TWO FUND DESIGNATED BY THE BOARD OF DIRECTORS TO SERVE AS AN ENDOWMENT TO GENERATE INCOME FOR GENERAL OPERATIONS AND ONE FUND DESIGNATED BY THE BOARD OF DIRECTORS TO SUPPORT THE MUSEUM EXPERIENCE PROGRAM. true DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM 300 N HOUSTON ST DALLAS TX 75202 752113723 501(C)(3) 397103 GENERAL SUPPORT 1 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS FORM 990, SCHEDULE I, PART I, LINE 2 Use of the funds are overseen by the board members as to the usage of those funds by the Dallas Holocaust and Human Rights Museum. false true false false false false false false false MARY PAT HIGGINS PRESIDENT 425422 5071 36900 7502 474895 METHOD TO ESTABLISH THE COMPENSATION SCHEDULE J, PART I, LINE 3 THE METHODS USED BY THE RELATED ORGANIZATION-DALLAS HOLOCAUST MUSEUM TO ESTABILISH COMPENSATION ARE AS FOLLOWS: COMPENSATION COMMITTEE WRITTEN EMPLOYMENT CONTRACT INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY FORM 990 OF OTHER ORGANIZATIONS APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OFFICER LISTED ON PART VII PARTICIPATING IN NONQULIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, LINE 4B MARY PAT HIGGINS $30,000 REVIEW PROCESS FORM 990, PART VI, LINE 11B AFTER COMPLETION OF THE ANNUAL AUDIT BY INDEPENDENT CPAS THE FORM 990 WAS PREPARED BY AN OUTSIDE CPA. THE COMPLETED FORM WAS REVIEWED BY THE ORGANIZATION'S CFO, AND THE PRESIDENT/CEO, AND THEN CIRCULATED FOR REVIEW BY FULL BOARD OF DIRECTORS BEFORE FILING THIS FORM 990. MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C THE ORGANIZATION FOLLOWS SECTION 6.5 "CONFLICTS OF INTEREST" OF THE BYLAWS OF DHHRM ENDOWMENT FOUNDATION TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY. AVAILABILITY OF GOVERNING DOC,CONFLICT OF INT POLICY & OTHER DOC FORM 990, PART VI, LINE 19 Governing Documents and Conflict of Interest Policy are made available upon request. Audited Financial Statements are made available on the DHHRM website. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 TRANSFER OF NET ASSETS FROM THE MUSEUM $574,516 DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM 300 N HOUSTON ST DALLAS TX 75202 752113723 MUSEUM TX 501(C)(3) 7 false false true false false false false false false false false false false true true true false false false true DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM 1b 397103 cash DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM 1s 574516 CASH