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← ALAN AND DIANE LEVIN FAMILY FOUNDATION

Form 990 for tax year 2024

Filed by ALAN AND DIANE LEVIN FAMILY FOUNDATION.

Totals

Total revenue
$389,505
Total expenses
$36,034
Contributions and grants received
$324,025
Grants paid
$17,000
Program service revenue
$0
Investment income
$65,480
Other revenue
$0
Total assets, end of year
$3,209,231
Total liabilities, end of year
$56,787
Net assets or fund balances, end of year
$3,152,444
Program services expenses (Part IX)
$17,000
Management and general expenses
$19,034
Fundraising expenses
$0
Program service expenses (Part III)
$17,000

Program services were 47.2% 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

    $324,025

  • 1g · Noncash contributions included above

    $324,025

  • 3 · Investment income

    total $66,516 · excluded $66,516

  • 7a · Gross sales of assets other than inventory

    securities $10,409

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

    securities $11,445

  • 7c · Gain or loss

    securities -$1,036

  • 7d · Net gain or loss

    total -$1,036 · excluded -$1,036

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $17,000 · program services $17,000

  • 11c · Fees: accounting

    total $1,500 · management and general $1,500

  • 11g · Fees: other

    total $17,522 · management and general $17,522

  • 13 · Office expenses

    total $12 · management and general $12

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $121,673 · end of year $131,974

  • 11 · Investments: publicly traded securities

    beginning of year $2,587,026 · end of year $3,077,257

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,764 · end of year $56,787

  • 27 · Net assets without donor restrictions

    beginning of year $2,670,935 · end of year $3,152,444

Mission and programs · 2024

Mission

Support activities for the benefit of, or carry out, the purposes of the Jewish Federation of Greater Houston and the Houston Jewish Community Foundation through grants to charitable, educational and religious organizations.

Activities or mission (Part I)

To support activities for the benefit of the Jewish Federation and Houston Jewish Community Fdn.

  • The Alan F. and Diane R. Levin Family Foundation, as stated in its Articles of Incorporation, is organized exclusively for charitable, educational and religious purposes to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston and the Houston Jewish Community Foundation. The Foundation accomplishes these goals by awarding grants to charitable, educational and religious organizations.

    Expenses $17,000 · Grants $17,000

As filed on the 2024 return.

Listed in Part VII

  • Alan F Levin

    President

    Total calculated
    $0
    Hours/week
    1

  • Diane R Levin

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Robert Lapin

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Irving Pozmantier

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael Rubenstein

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Roberta Herman-Dietrich

    Secretary

    Total calculated
    $196,410
    From this org
    $0
    From related orgs
    $173,168
    Other
    $23,242
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,168 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,927 related
    Nontaxable benefits
    $0 + $16,315 related
    Filer's total
    $0 + $196,410 related

  • Benjamin D Rosenberg

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 6 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
The Houston Jewish Community Foundation used the following methods to establish the compensation of Roberta Herman-Dietrich: salary surveys for other large/intermediate community foundations, Form 990 of other nonprofit organizations, and approval by the Personnel Committee.

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
2024
Filed
13 July 2026
IRS schema version
2024v5.5
Source object
202641949349301759

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