2025-06-16T16:06:04-05:00 2024-07-26 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2023-08-01 752510543 NATE & ANN LEVINE FAMILY FOUNDATION NATE 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 139139 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. X 6 2 0 2 0 0 0 0 0 0 228536 104245 0 0 228536 104245 317808 3771710 0 0 0 0 0 0 0 14508 8759 332316 3780469 -103780 -3676224 3677642 0 1418 0 3676224 0 X TO CONDUCT AND/OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE DALLAS JEWISH COMMUNITY FOUNDATION. 0 1 3771710 3771710 DISTRIBUTIONS AND GRANTS TO OTHER NON-PROFIT AGENCIES AS APPROVED BY THE FOUNDATION. 3771710 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 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 4.00 X 0 173383 23260 JERRY BLAIR SECRETARY 1.00 39.00 X X 0 204050 38915 CYNTHIA HENDRICKS TREASURER 1.00 39.00 X X 0 168046 8368 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 39.00 X 0 286005 60271 0 831484 130814 0 0 1 0 0 139139 139139 34894 -34894 -34894 -34894 104245 0 0 104245 3771710 3771710 8333 8333 BANK AND BROKERAGE FEES 426 426 3780469 3771710 8759 0 233721 0 0 0 0 0 0 0 0 0 0 3443921 0 0 0 0 0 3677642 0 1418 0 1418 0 X 3676224 0 3676224 0 3677642 0 -3676224 0 X 0 0 0 X X 1 DALLAS JEWISH COMMUNITY FOUNDATION 752836123 7 1 3771710 0 1 3771710 0 1 0 0 0 0 0 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. 1 DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752836123 501(C)(3) 3671710 0 CLOSE SUPPORTING FOUNDATION INTO DONOR ADVISED FUND JEWISH FEDERATION OF GREATER DALLAS 7800 NORTHAVEN ROAD DALLAS TX 75230 750800654 501(C)(3) 100000 0 ANNUAL CAMPAIGN 2 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 MEGAN HYMAN AT LARGE 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 AT LARGE 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 2024-06-25 82878 CASH 752836123 DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 CASH GRANT 2024-06-25 3671710 CASH 752836123 DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 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 NATE & ANN LEVINE FAMILY FOUNDATION. FORM 990, PART III, LINE 3 NATE & ANN LEVINE 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 - NATE LEVINE AND ANN LEVINE HAVE A FAMILY RELATIONSHIP. - MEGAN HYMAN, MONA ALLEN, MARY VAUGHAN, 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), NATE & ANN LEVINE FAMILY FOUNDATION CLOSELY FOLLOWS DJCF'S WRITTEN POLICIES. 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) 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 DALLAS JEWISH COMMUNITY FOUNDATION B 3671710