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Nonprofiteer
← NATE & ANN LEVINE FAMILY FOUNDATION

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

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
16 June 2025
IRS schema version
2023v6.0
Source object
202541679349301759

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