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← CHARLES AND AUDREY DANN CHARITABLE FOUNDATION

Form 990 for tax year 2023

Filed by CHARLES AND AUDREY DANN CHARITABLE FOUNDATION.

Totals

Total revenue
-$19,077
Total expenses
$195,915
Contributions and grants received
$0
Grants paid
$187,100
Program services expenses (Part IX)
$187,100
Management and general expenses
$8,815
Fundraising expenses
$0
Program service expenses (Part III)
$187,100

Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID S ROSEN

    TREASURER

    Total calculated
    $524,437
    From this org
    $0
    From related orgs
    $444,304
    Other
    $80,133
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,723 related
    Bonus
    $0
    Other
    $0 + $35,581 related
    Deferred
    $0 + $61,139 related
    Nontaxable benefits
    $0 + $19,770 related
    Filer's total
    $0 + $525,213 related

  • LONNIE NASATIR

    VICE PRESIDENT

    Total calculated
    $567,675
    From this org
    $0
    From related orgs
    $516,416
    Other
    $51,259
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $486,401 related
    Bonus
    $0
    Other
    $0 + $30,015 related
    Deferred
    $0 + $32,205 related
    Nontaxable benefits
    $0 + $19,830 related
    Filer's total
    $0 + $568,451 related

  • ERIC DEVIR

    SECRETARY

    Total calculated
    $162,680
    From this org
    $0
    From related orgs
    $136,039
    Other
    $26,641
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,313 related
    Bonus
    $0
    Other
    $0 + $726 related
    Deferred
    $0 + $11,110 related
    Nontaxable benefits
    $0 + $16,014 related
    Filer's total
    $0 + $163,163 related

  • JULIE DANN SCHNEIDER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • ROBERT DANN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • JAMES A PINKSTON

    ASSISTANT TREASURER

    Total calculated
    $352,592
    From this org
    $0
    From related orgs
    $304,536
    Other
    $48,056
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,374 related
    Bonus
    $0
    Other
    $0 + $162 related
    Deferred
    $0 + $29,062 related
    Nontaxable benefits
    $0 + $19,977 related
    Filer's total
    $0 + $353,575 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 — 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B:
DAVID ROSEN: THE JEWISH FEDERATION HAS AN AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR THAT BEGAN IN 2018 AND WILL END IN 2028. IN 2017, THE JEWISH FEDERATION ENTERED INTO A SECOND AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 THAT BEGAN IN 2022 AND WILL END IN 2032. IN TOTAL, DAVID S. ROSEN RECEIVED $50,000 OF DISTRIBUTIONS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2023. LONNIE NASATIR: IN 2023, JUF ENTERED INTO AN AGREEMENT WITH LONNIE NASATIR WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR FOR 5 YEARS BEGINNING IN 2028, FOLLOWING THE COMPLETION OF A FIVE-YEAR VESTING PERIOD.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
27 March 2025
IRS schema version
2023v6.0
Source object
202530919349301558

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