2026-06-12T09:36:57-05:00 2025-07-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2024-08-01 260850444 NORTHAVEN CHARITABLE GIVING FOUNDATION NORT 9726451028 12222 MERIT DRIVE 450 DALLAS TX 75251 JERRY BLAIR SECRETARY 2146159351 2026-06-11 1 1 JOSEPHINE BEHREND P00715390 2108286281 2026-06-11 2024 2025-03-06 01:10:19Z JERRY BLAIR 12222 MERIT DRIVE 450 DALLAS TX 75251 122870 0 X N/A X 2007 TX 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. 5 2 0 2 98054 97054 2175898 15600 0 0 36186 98330 0 0 2212084 113930 1378039 84417 0 0 0 0 0 0 0 29998 15600 1408037 100017 804047 13913 836047 828906 30000 2000 806047 826906 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. 0 0 84417 84417 DISTRIBUTIONS AND GRANTS TO OTHER NON-PROFIT AGENCIES AS APPROVED BY THE DALLAS JEWISH COMMUNITY FOUNDATION. 84417 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X JERRY BLAIR 9726451028 12222 MERIT DRIVE 450 DALLAS TX 75251 MEGAN HYMAN PRESIDENT & CEO 1.00 39.00 X X 0 282541 55089 JERRY BLAIR SECRETARY 1.00 39.00 X X 0 227201 41414 CYNTHIA HENDRICKS TREASURER (THRU 2/28/25) 1.00 39.00 X X 0 160530 8792 SERVANDO SANCHEZ TREASURER 1.00 39.00 X X 0 0 0 LISA NEWMAN CHAIRPERSON 1.00 1.00 X X 0 0 0 SANDY KAUFMAN VICE CHAIRPERSON 1.00 2.00 X X 0 0 0 0 670272 105295 0 0 1 0 0 15600 15600 98054 98054 9216 8940 276 276 276 113930 0 98054 276 84417 84417 UBIT TAX EXPENSE 15600 15600 100017 84417 15600 0 2 2 675900 677900 160145 151004 836047 828906 30000 2000 30000 2000 X 806047 826906 806047 826906 836047 828906 13913 6946 0 X X 0 1 X 1 0 X X 1 DALLAS JEWISH COMMUNITY FOUNDATION 752836123 7 1 84417 0 1 84417 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PARTNERSHIPS 675900 C LIMITED LIABILITY CORPORATION 2000 C 677900 EXCHANGE NORTHAVEN CHARITABLE GIVING FOUNDATION 2000 INTERCOMPANY RECEIVABLE 149004 151004 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. 1 DALLAS JEWISH COMMUNITY FOUNDATION 12700 HILLCREST ROAD SUITE 201 DALLAS TX 75230 752836123 501(C)(3) 84417 0 GENERAL SUPPORT 1 0 PART I, LINE 2: THE FILING ENTITY PROVIDES GRANTS TO THE DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION. THE SUPPORTED ORGANIZATION IS RESPONSIBLE FOR FURTHER GRANT ADMINISTRATION AND MAINTAINS DETAILED RECORDS OF THE AMOUNTS AND USE OF GRANT FUNDS. 0 0 0 0 0 0 0 0 0 MEGAN HYMAN PRESIDENT & CEO 0 282303 0 0 0 238 0 11625 0 43464 0 337630 0 0 JERRY BLAIR SECRETARY 0 226774 0 0 0 427 0 9620 0 31794 0 268615 0 0 CYNTHIA HENDRICKS TREASURER (THRU 2/28/25) 0 159741 0 0 0 789 0 6422 0 2370 0 169322 0 0 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. FORM 990, PART VI, SECTION A, LINE 2 MEGAN HYMAN, JERRY BLAIR, CYNTHIA HENDRICKS, AND SERVANDO SANCHEZ HAVE A BUSINESS RELATIONSHIP TO THE EXTENT THAT THEY ARE ALL OFFICERS OR EMPLOYEES OF DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS PROVIDE THAT A MAJORITY OF THE DIRECTORS OF THE ORGANIZATION SHALL AT ALL TIMES CONSIST OF THEN-SERVING DIRECTORS, OFFICERS OR MEMBERS OF THE BOARD OF TRUSTEES OF DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY DALLAS JEWISH COMMUNITY FOUNDATION'S AUDIT AND RISK COMMITTEE PRIOR TO FINALIZATION. A DRAFT IS THEN PROVIDED TO THE FULL NORTHAVEN CHARITABLE GIVING FOUNDATION BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AS A SUPPORTING ORGANIZATION OF THE DALLAS JEWISH COMMUNITY FOUNDATION (DJCF), NORTHAVEN CHARITABLE GIVING FOUNDATION CLOSELY FOLLOWS DJCF'S WRITTEN POLICIES. UNDER DJCF'S POLICY, COVERED INDIVIDUALS ARE REQUIRED TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION AND ARE PROHIBITED FROM USING THEIR POSITION TO ADVANCE PERSONAL OR FINANCIAL INTERESTS. INDIVIDUALS MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, INCLUDING MATTERS THAT MAY BENEFIT THEMSELVES OR THEIR SPOUSE, AND MUST ABSTAIN FROM PARTICIPATING IN DISCUSSIONS OR VOTING ON SUCH MATTERS. WHEN A CONFLICT OR POTENTIAL CONFLICT OF INTEREST ARISES, THE INDIVIDUAL DISCLOSES THE CONFLICT TO THE BOARD OF TRUSTEES, THE CHAIRPERSON OF THE BOARD OF TRUSTEES, OR THE APPLICABLE COMMITTEE CHAIR AND SEEKS RESOLUTION OF THE MATTER. DISCLOSED CONFLICTS ARE REVIEWED AND ADDRESSED IN ACCORDANCE WITH THE ORGANIZATION'S POLICY, AND THE ORGANIZATION MAINTAINS DOCUMENTATION OF SUCH DISCLOSURES AND RELATED ACTIONS. ALL COVERED INDIVIDUALS ARE REQUIRED TO ANNUALLY ACKNOWLEDGE AND REAFFIRM THEIR COMPLIANCE WITH THE POLICY, AND THE ORGANIZATION MONITORS ADHERENCE TO THE POLICY THROUGH ITS GOVERNANCE PROCESSES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE REVIEW COUNDUCTED BY DALLAS JEWISH COMMUNITY FOUNDATION HAS NOT CHANGED SINCE PRIOR YEAR. DJSW FOUNDATION LLC 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 832962506 CHARITABLE TX 276 149004 NORTHAVEN CHARITABLE GIVING FOUNDATION GUS THOMASSON FOUNDATION LLC 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 320408591 CHARITABLE TX 0 1000 NORTHAVEN CHARITABLE GIVING FOUNDATION TURTLE CREEK FOUNDATION LLC 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 320405003 CHARITABLE TX 75000 676900 NORTHAVEN CHARITABLE GIVING FOUNDATION DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752836123 CHARITABLE TX 501(C)(3) LINE 7 N/A 0 DJCF HOLDING CORPORATION 12222 MERIT DRIVE SUITE 450 DALLAS TX 75251 752845958 CHARITABLE TX 501(C)(2) N/A DALLAS JEWISH COMMUNITY FOUNDATION 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0