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Nonprofiteer
← NORTHAVEN CHARITABLE GIVINGFOUNDATION

Form 990 for tax year 2022

Filed by NORTHAVEN CHARITABLE GIVINGFOUNDATION.

Totals

Total revenue
$976,391
Total expenses
$2,006,309
Contributions and grants received
$358,388
Grants paid
$1,985,323
Program service revenue
$0
Investment income
$463,256
Other revenue
$154,747
Total assets, end of year
$2,000
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,000
Program services expenses (Part IX)
$1,985,323
Management and general expenses
$20,986
Fundraising expenses
$0
Program service expenses (Part III)
$1,985,323

Program services were 99.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $358,388

  • 1g · Noncash contributions included above

    $314,097

  • 3 · Investment income

    total $536,659 · excluded $536,659

  • 7a · Gross sales of assets other than inventory

    other assets $769,097

  • 7b · Less cost or other basis and sales expenses

    other assets $842,500

  • 7c · Gain or loss

    other assets -$73,403

  • 7d · Net gain or loss

    total -$73,403 · excluded -$73,403

  • 11a · Other revenue: PARTNERSHIP INCOME

    total $154,747 · unrelated business $154,747

  • 11e · Other revenue, total

    $154,747

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,985,323 · program services $1,985,323

  • 16 · Occupancy

    total $5,332 · management and general $5,332

  • 24a · Other expenses: UBIT TAX EXPENSE

    total $15,654 · management and general $15,654

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $28,492

  • 15 · Other assets

    beginning of year $1,002,426 · end of year $2,000

  • 27 · Net assets without donor restrictions

    beginning of year $1,030,918 · end of year $2,000

Mission and programs · 2022

Mission

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.

  • DISTRIBUTIONS AND GRANTS TO OTHER NON-PROFIT AGENCIES AS APPROVED BY THE DALLAS JEWISH COMMUNITY FOUNDATION.

    Expenses $1,985,323 · Grants $1,985,323

As filed on the 2022 return.

Listed in Part VII

  • Megan Hyman

    PRESIDENT & CEO

    Total calculated
    $86,354
    From this org
    $0
    From related orgs
    $82,904
    Other
    $3,450
    Hours/week
    1 + 42 related

  • Jerry Blair

    SECRETARY

    Total calculated
    $231,380
    From this org
    $0
    From related orgs
    $194,619
    Other
    $36,761
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,129 related
    Bonus
    $0 + $14,490 related
    Other
    $0
    Deferred
    $0 + $8,731 related
    Nontaxable benefits
    $0 + $28,030 related
    Filer's total
    $0 + $231,380 related

  • Cynthia Hendricks

    TREASURER

    Total calculated
    $157,119
    From this org
    $0
    From related orgs
    $146,438
    Other
    $10,681
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,938 related
    Bonus
    $0 + $5,500 related
    Other
    $0
    Deferred
    $0 + $6,031 related
    Nontaxable benefits
    $0 + $4,650 related
    Filer's total
    $0 + $157,119 related

  • Lisa Newman

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sandy Kaufman

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • DJSW FOUNDATION LLC

    CHARITABLE · TX · income -$500,000 · assets $0

    Directly controlled by NORTHAVEN CHARITABLE GIVING FOUNDATION

  • GUS THOMASSON FOUNDATION LLC

    CHARITABLE · TX · income -$100,000 · assets $1,000

    Directly controlled by NORTHAVEN CHARITABLE GIVING FOUNDATION

  • TURTLE CREEK FOUNDATION LLC

    CHARITABLE · TX · income -$401,425 · assets $1,000

    Directly controlled by NORTHAVEN CHARITABLE GIVING FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
17 June 2024
IRS schema version
2022v5.0
Source object
202411699349301576

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