2025-05-13T13:42:42-05:00 2024-06-30 751854024 BLAND GARVEY PC 2600 N CENTRAL EXPY 550 RICHARDSON TX 750802007 990 2023-07-01 271866033 AKIBA YAVNEH FOUNDATION AKIB 2142953400 12324 MERIT DRIVE DALLAS TX 75251 STEVEN ROSENBERG PRESIDENT 2142953400 2025-05-12 1 1 LAURA ZERGER P01216964 9722312503 2025-05-12 2023 2025-03-06 01:10:19Z STEVEN ROSENBERG 12324 MERIT DRIVE DALLAS TX 75251 1618556 0 X N/A X 2009 TX SOLE PURPOSE IS FOR THE BENEFIT OF AKIBAYAVNEH ACADEMY. 10 10 0 0 0 0 0 0 0 0 1203471 1618556 0 0 1203471 1618556 0 0 0 0 0 0 0 0 0 504681 500891 504681 500891 698790 1117665 9520655 11688940 0 0 9520655 11688940 TO SUPPORT THE GENERAL OPERATIONS OF AKIBAYAVNEH ACADEMY. 0 0 466650 TO SUPPORT THE GENERAL OPERATIONS OF AKIBAYAVNEH ACADEMY. 466650 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X THE ORGANIZATION 2142953506 12324 MERIT DRIVE DALLAS TX 75251 X STEVEN P ROSENBERG PRESIDENT 0.00 X X 0 0 0 JAYNIE SCHULTZ ROMANER VICE PRESIDENT 0.00 X X 0 0 0 RICHARD ROHAN SECRETARY 0.00 X X 0 0 0 ANN ROSENBERG OFFICER 0.00 X 0 0 0 ELIZABETH GREIF OFFICER 0.00 X 0 0 0 LISA STROBEL OFFICER 0.00 X 0 0 0 DEBBIE KATZ OFFICER 0.00 X 0 0 0 HELENE SCHUSSLER OFFICER 0.00 X 0 0 0 LAURA BURSTEIN OFFICER 0.00 X 0 0 0 SHANE STEIN OFFICER 0.00 X 0 0 0 0 0 0 0 0 0 0 0 288110 288110 1330446 0 1330446 1330446 1330446 1618556 0 0 1618556 34241 34241 466650 466650 500891 466650 34241 0 476697 157183 426315 426315 8617643 11105442 9520655 11688940 0 0 X 8841903 8841903 0 0 678752 2847037 9520655 11688940 9520655 11688940 1117665 1050620 0 X X 0 1 X 1 0 X X 1 AKIBAYAVNEH ACADEMY OF DALLAS 752470261 2 1 466650 0 1 466650 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 0 PART IV, SECTION E, LINE 2A: THE AKIBA YAVNEH FOUNDATION SOLELY BENEFITS THE AKIBAYAVNEH ACADEMY. THE FOUNDATION MAKES AN ANNUAL DISTRIBUTION TO THE ACADEMY FOR TUITION ASSISTANCE TO STUDENTS. 0 OTHER SECURITIES INVESTMENT 11105442 C 11105442 X PART X, LINE 2: AKIBA YAVNEH FOUNDATION WAS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF AKIBAYAVNEH ACADEMY. THE FOOTNOTE INCLUDED IN AKIBAYAVNEH FINANCIAL STATEMENTS IS: THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL FILES THE REQUIRED ANNUAL FEDERAL INFORMATION RETURN FOR TAX-EXEMPT ORGANIZATIONS. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2021. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS REVIEWED BY THE DIRECTOR OF FINANCE, ANY CORRECTIONS ARE MADE BY THE AUDITORS. THE AUDITED FINANCIAL STATEMENTS WERE REVIEWED BY THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPLE OFFICER AND MEMBER OF A COMMITTEE AFFIRMED THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE FOUNDATION REVIEWED TO ENSURE THAT IT OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DID NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION CONSIDERS REQUESTS DOCUMENTS ON A CASE-BY-CASE BASIS. IN CASES WHERE THE ORGANIZATION HAS AGREED TO MAKE DOCUMENTS AVAILABLE, INSPECTION OCCURS EITHER AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES, OR AT THE OFFICES OF A DESIGNATED AGENT. FORM 990 PART XI LINE 5: AKIBA YAVNEH FOUNDATION MOVE ALL THE ENDOWMENT FUND FROM MERRILL BANK OF AMERICA TO STIFEL INVESTMENT. AKIBAYAVNEH ACADEMY OF DALLAS 12324 MERIT DRIVE DALLAS TX 75251 752470261 EDUCATION TX 501(C)(3) 509(A)(3) N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AKIBAYAVNEH ACADEMY B 466650 CASH AKIBAYAVNEH ACADEMY D 426315 CASH