Form 990 for tax year 2023
Filed by NATE & ANN LEVINE FAMILY FOUNDATION.
Totals
- Total revenue
- $104,245
- Total expenses
- $3,780,469
- Contributions and grants received
- $0
- Grants paid
- $3,771,710
- Program service revenue
- $0
- Investment income
- $104,245
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $3,771,710
- Management and general expenses
- $8,759
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,771,710
Program services were 99.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MONA ALLEN
AT LARGE
- Total calculated
- $196,643
- From this org
- $0
- From related orgs
- $173,383
- Other
- $23,260
- Hours/week
- 1 + 4 related
Schedule J breakdown matched by us
- Base
- $0 + $158,383 related
- Bonus
- $0 + $15,000 related
- Other
- $0
- Deferred
- $0 + $7,032 related
- Nontaxable benefits
- $0 + $16,228 related
- Filer's total
- $0 + $196,643 related
-
JERRY BLAIR
SECRETARY
- Total calculated
- $242,965
- From this org
- $0
- From related orgs
- $204,050
- Other
- $38,915
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $204,050 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,677 related
- Nontaxable benefits
- $0 + $30,238 related
- Filer's total
- $0 + $242,965 related
-
CYNTHIA HENDRICKS
TREASURER
- Total calculated
- $176,414
- From this org
- $0
- From related orgs
- $168,046
- Other
- $8,368
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $151,161 related
- Bonus
- $0 + $16,885 related
- Other
- $0
- Deferred
- $0 + $6,726 related
- Nontaxable benefits
- $0 + $1,642 related
- Filer's total
- $0 + $176,414 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
- $346,276
- From this org
- $0
- From related orgs
- $286,005
- Other
- $60,271
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $261,005 related
- Bonus
- $0 + $25,000 related
- Other
- $0
- Deferred
- $0 + $10,530 related
- Nontaxable benefits
- $0 + $49,741 related
- Filer's total
- $0 + $346,276 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
-
DALLAS JEWISH COMMUNITY FOUNDATION
$3,671,710
CLOSE SUPPORTING FOUNDATION INTO DONOR ADVISED FUND
-
JEWISH FEDERATION OF GREATER DALLAS
$100,000
ANNUAL CAMPAIGN
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.
-
DALLAS JEWISH COMMUNITY FOUNDATION
501(C)(3) · CHARITABLE · TX
-
NORTHAVEN CHARITABLE GIVING FOUNDATION
501(C)(3) · CHARITABLE · TX · controlled entity
Directly controlled by DALLAS JEWISH COMMUNITY FOUNDATION
-
501(C)(2) · CHARITABLE · TX · controlled entity
Directly controlled by DALLAS JEWISH COMMUNITY FOUNDATION
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
Liquidation · CASH TRANSFER · Jun 25, 2024
-
DALLAS JEWISH COMMUNITY FOUNDATION
$3,671,710
Liquidation · CASH GRANT · Jun 25, 2024
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 June 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541679349301759
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