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Nonprofiteer
← NORTHAVEN CHARITABLE GIVINGFOUNDATION

Form 990 for tax year 2024

Filed by NORTHAVEN CHARITABLE GIVINGFOUNDATION.

Totals

Total revenue
$113,930
Total expenses
$100,017
Contributions and grants received
$15,600
Grants paid
$84,417
Program service revenue
$0
Investment income
$98,330
Other revenue
$0
Total assets, end of year
$828,906
Total liabilities, end of year
$2,000
Net assets or fund balances, end of year
$826,906
Program services expenses (Part IX)
$84,417
Management and general expenses
$15,600
Fundraising expenses
$0
Program service expenses (Part III)
$84,417

Program services were 84.4% 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

    $15,600

  • 3 · Investment income

    total $98,054 · unrelated business $98,054

  • 7a · Gross sales of assets other than inventory

    securities $9,216

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

    securities $8,940

  • 7c · Gain or loss

    securities $276

  • 7d · Net gain or loss

    total $276 · excluded $276

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $84,417 · program services $84,417

  • 24a · Other expenses: UBIT TAX EXPENSE

    total $15,600 · management and general $15,600

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2 · end of year $2

  • 12 · Investments: other securities

    beginning of year $675,900 · end of year $677,900

  • 15 · Other assets

    beginning of year $160,145 · end of year $151,004

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,000 · end of year $2,000

  • 27 · Net assets without donor restrictions

    beginning of year $806,047 · end of year $826,906

Mission and programs · 2024

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 $84,417 · Grants $84,417

As filed on the 2024 return.

Listed in Part VII

  • Megan Hyman

    PRESIDENT & CEO

    Total calculated
    $337,630
    From this org
    $0
    From related orgs
    $282,541
    Other
    $55,089
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,303 related
    Bonus
    $0
    Other
    $0 + $238 related
    Deferred
    $0 + $11,625 related
    Nontaxable benefits
    $0 + $43,464 related
    Filer's total
    $0 + $337,630 related

  • Jerry Blair

    SECRETARY

    Total calculated
    $268,615
    From this org
    $0
    From related orgs
    $227,201
    Other
    $41,414
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,774 related
    Bonus
    $0
    Other
    $0 + $427 related
    Deferred
    $0 + $9,620 related
    Nontaxable benefits
    $0 + $31,794 related
    Filer's total
    $0 + $268,615 related

  • Cynthia Hendricks

    TREASURER (THRU 2/28/25)

    Total calculated
    $169,322
    From this org
    $0
    From related orgs
    $160,530
    Other
    $8,792
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,741 related
    Bonus
    $0
    Other
    $0 + $789 related
    Deferred
    $0 + $6,422 related
    Nontaxable benefits
    $0 + $2,370 related
    Filer's total
    $0 + $169,322 related

  • Servando Sanchez

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Lisa Newman

    CHAIRPERSON

    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, A RELATED ORGANIZATION, UTILIZES A COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION OF THE CEO. COMPENSATION IS DETERMINED BASED ON MERIT, WITH THE KNOWLEDGE OF OTHER SIMILAR POSITIONS IN THE COMMUNITY, AND THE FILING ORGANIZATION'S BUDGET. COMPENSATION COMMITTEE REVIEWS ARE CONDUCTED TWICE A YEAR WITH THE MOST RECENT REVIEW CONDUCTED ON JULY 14, 2025. THE CEO DETERMINES THE COMPENSATION FOR ALL OTHER EMPLOYEES.

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 $276 · assets $149,004

    Directly controlled by NORTHAVEN CHARITABLE GIVING FOUNDATION

  • GUS THOMASSON FOUNDATION LLC

    CHARITABLE · TX · income $0 · assets $1,000

    Directly controlled by NORTHAVEN CHARITABLE GIVING FOUNDATION

  • TURTLE CREEK FOUNDATION LLC

    CHARITABLE · TX · income $75,000 · assets $676,900

    Directly controlled by NORTHAVEN CHARITABLE GIVING FOUNDATION

Provenance

Return type
form_990
Tax year
2024
Filed
11 June 2026
IRS schema version
2024v5.5
Source object
202611639349301106

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