2025-06-16T16:04:29-05:00 2024-07-26 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2023-08-01 752759108 KIRSCHNER-BOOKATZ FAMILY FOUNDATION KIRS 9726451028 12222 MERIT DRIVE 450 DALLAS TX 75251 JERRY BLAIR SECRETARY 9726451028 2025-06-16 1 1 JOSEPHINE BEHREND P00715390 2108286281 2025-06-16 2023 2025-03-06 01:10:19Z X JERRY BLAIR 12222 MERIT DRIVE 450 DALLAS TX 75251 2436 0 X N/A X 1998 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. X 7 3 0 3 0 0 0 0 0 0 13165 1394 0 0 13165 1394 47000 174436 0 0 0 0 0 0 0 3828 1078 50828 175514 -37663 -174120 172638 0 1418 0 171220 0 X 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 1 174436 174436 DISTRIBUTIONS AND GRANTS TO OTHER NON-PROFIT AGENCIES AS APPROVED BY THE DALLAS JEWISH COMMUNITY FOUNDATION. 174436 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 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 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 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JERRY BLAIR 9726451028 12222 MERIT DRIVE 450 DALLAS TX 75251 JERRY BLAIR SECRETARY 1.00 39.00 X X 0 204050 38915 CYNTHIA HENDRICKS TREASURER 1.00 39.00 X X 0 168046 8368 MONA ALLEN ASSISTANT SECRETARY 1.00 39.00 X X 0 173383 23260 SELMA BOOKATZ PRESIDENT 1.00 0.00 X X 0 0 0 BARNETT BOOKATZ VICE PRES 1.00 0.00 X X 0 0 0 STEPHEN BOOKATZ VICE PRES 1.00 0.00 X X 0 0 0 MEGAN HYMAN TREASURER 1.00 39.00 X X 0 286005 60271 0 831484 130814 0 0 1 0 0 2436 2436 1042 -1042 -1042 -1042 1394 0 0 1394 174436 174436 885 885 BANK FEES 193 193 175514 174436 1078 0 -410 0 0 0 0 0 0 0 0 0 0 173048 0 0 0 0 0 172638 0 1418 0 1418 0 X 171220 0 171220 0 172638 0 -174120 2900 0 X 0 0 0 X X 1 DALLAS JEWISH COMMUNITY FOUNDATION 752836123 7 1 174436 0 1 174436 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: KIRSCHNER-BOOKATZ 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 KIRSCHNER-BOOKATZ 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 KIRSCHNER-BOOKATZ FAMILY FOUNDATION FURTHER THE CHARITABLE PURPOSES OF DJCF. 1 DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752836123 501(C)(3) 173436 0 COMMUNITY DEVELOPMENT 1 0 PART I, LINE 2: DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR GRANT ADMINISTRATION AND MAINTAINS DETAILED RECORDS OF THE AMOUNTS AND USE OF GRANT FUNDS. 0 0 0 0 0 0 0 0 0 MEGAN HYMAN TREASURER 0 261005 0 25000 0 0 0 10530 0 49741 0 346276 0 0 JERRY BLAIR SECRETARY 0 204050 0 0 0 0 0 8677 0 30238 0 242965 0 0 MONA ALLEN ASSISTANT SECRETARY 0 158383 0 15000 0 0 0 7032 0 16228 0 196643 0 0 CYNTHIA HENDRICKS TREASURER 0 151161 0 16885 0 0 0 6726 0 1642 0 176414 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 CASH TRANSFER 2024-01-31 173436 CASH 752836123 DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 501(C)(3) 0 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: MEGAN HYMAN, JERRY BLAIR, MONA ALLEN, AND CYNTHIA HENDRICKS PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: MEGAN HYMAN, JERRY BLAIR, MONA ALLEN, AND CYNTHIA HENDRICKS WERE EMPLOYEES OF DALLAS JEWISH COMMUNITY FOUNDATION (TRANSFEREE ORGANIZATION) AT THE TIME OF DISSOLUTION AND REMAINED EMPLOYEES AFTER THE DISSOLUTION OF KIRSCHNER-BOOKATZ FAMILY FOUNDATION. FORM 990, PART III, LINE 3 KIRSCHNER-BOOKATZ FAMILY FOUNDATION (SUPPORTING FOUNDATION) CLOSED AND TRANSFERRED ASSETS TO A DONOR ADVISED FUND AT DALLAS JEWISH COMMUNITY FOUNDATION (SUPPORTED ORGANIZATION). FORM 990, PART VI, SECTION A, LINE 2 MEGAN HYMAN, JERRY BLAIR, CYNTHIA HENDRICKS, AND MONA ALLEN HAVE A BUSINESS RELATIONSHIP TO THE EXTENT THAT THEY ARE ALL OFFICERS OR EMPLOYEES OF DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. SELMA BOOKATZ, BARNETT BOOKATZ, AND STEPHEN BOOKATZ HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE TWO CLASSES OF MEMBERS, FOUNDATION MEMBERS (MEMBERS OF DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION) AND DONOR MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A FOUNDATION MEMBERS HAVE THREE VOTES AND DONOR MEMBERS HAVE ONE VOTE. AS SUCH, DALLAS JEWISH COMMUNITY FOUNDATION HAS THE MAJORITY VOTE TO APPOINT, REPLACE AND REMOVE BOARD OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE AFFIRMATIVE VOTE OF MEMBERS HOLDING A MAJORITY OF THE VOTING POWER OF THE MEMBERS, AT A MEETING AT WHICH A QUORUM IS PRESENT, SHALL BE NECESSARY FOR THE AUTHORIZATION OR TAKING OF ANY ACTIONS, OTHER THAN THE ELECTION OF DIRECTORS OF EACH CLASS, BY THE MEMBERS, PROVIDED, HOWEVER, THAT NO ACTION REQUIRED BY LAW OR BY THE ARTICLES OF INCORPORATION, OR THESE BYLAWS TO BE AUTHORIZED OR TAKEN BY A DESIGNATED PROPORTION OR NUMBER OF MEMBERS OR OF ANY CLASS OF MEMBERS MAY BE AUTHORIZED OR TAKEN BY A LESSER PROPORTION OR NUMBER. 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), KIRSCHNER-BOOKATZ FAMILY FOUNDATION CLOSELY FOLLOWS DJCF'S WRITTEN POLICES. DJCF'S CONFLICT OF INTEREST POLICY STATES EACH INTERESTED PERSON (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. WHEN A CONFLICT ARISES, THE INTERESTED PERSON WILL REPORT IT TO THE BOARD AND ABSTAIN FROM A VOTE IN THAT MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IV, LINE 12B AT THE TIME OF FILING, THE AUDIT REPORT HAD NOT BEEN ISSUED BUT WAS SUBSTANTIALLY COMPLETE. DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752836123 CHARITABLE TX 501(C)(3) LINE 7 N/A 0 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) DALLAS JEWISH COMMUNITY FOUNDATION 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 DALLAS JEWISH COMMUNITY FOUNDATION B 173436 CASH