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← NATE & ANN LEVINE FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by NATE & ANN LEVINE FAMILY FOUNDATION.

Totals

Total revenue
$228,536
Total expenses
$332,316
Contributions and grants received
$0
Grants paid
$317,808
Program service revenue
$0
Investment income
$228,536
Other revenue
$0
Total assets, end of year
$3,677,642
Total liabilities, end of year
$1,418
Net assets or fund balances, end of year
$3,676,224
Program services expenses (Part IX)
$317,808
Management and general expenses
$14,508
Fundraising expenses
$0
Program service expenses (Part III)
$317,808

Program services were 95.6% 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.

  • 3 · Investment income

    total $228,536 · excluded $228,536

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $317,808 · program services $317,808

  • 11a · Fees: management

    total $12,500 · management and general $12,500

  • 11c · Fees: accounting

    total $1,418 · management and general $1,418

  • 24a · Other expenses: BANK AND BROKERAGE FEES

    total $590 · management and general $590

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $339,418 · end of year $233,721

  • 11 · Investments: publicly traded securities

    beginning of year $3,465,373 · end of year $3,443,921

  • 17 · Accounts payable and accrued expenses

    beginning of year $210

  • 25 · Other liabilities

    beginning of year $3,125 · end of year $1,418

  • 27 · Net assets without donor restrictions

    beginning of year $3,801,456 · end of year $3,676,224

Mission and programs · 2022

Mission

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 FOUNDATION.

    Expenses $317,808 · Grants $317,808

As filed on the 2022 return.

Listed in Part VII

  • MONA ALLEN

    AT LARGE

    Total calculated
    $167,132
    From this org
    $0
    From related orgs
    $156,833
    Other
    $10,299
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,833 related
    Bonus
    $0 + $15,000 related
    Other
    $0
    Deferred
    $0 + $5,649 related
    Nontaxable benefits
    $0 + $4,650 related
    Filer's total
    $0 + $167,132 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

  • NATE LEVINE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ANN LEVINE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MEGAN HYMAN

    AT LARGE

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

  • MARY VAUGHN

    AT LARGE (THRU 9/2022)

    Total calculated
    $70,672
    From this org
    $0
    From related orgs
    $66,022
    Other
    $4,650
    Hours/week
    1 + 41 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.

Provenance

Return type
form_990
Tax year
2022
Filed
17 June 2024
IRS schema version
2022v5.0
Source object
202421699349301902

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