Civic Intelligence

The Schultz Family Foundation

EIN 75-2188255 • 501(c)3 • Dallas, TX

Profile

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.

12222 Merit Drive 450Dallas, TX 75251

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,088 (-100%) from 2023

Liabilities

Down

$0

Down $1,523 (-100%) from 2023

Net Assets

Down

$0

Down $565 (-100%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$0

Up $17,654 (+100%) from 2023

Expenses

Down

$565

Down $7,456 (-93%) from 2023

Net Income

Up

-$565

Up $25,110 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $21,955Liabilities 2011: $100Net Assets 2011: $21,8552011Assets 2012: $23,864Liabilities 2012: $1,647Net Assets 2012: $22,2172012Assets 2013: $62,189Liabilities 2013: $158Net Assets 2013: $62,0312013Assets 2014: $156,696Liabilities 2014: $216Net Assets 2014: $156,4802014Assets 2015: $883Liabilities 2015: $43Net Assets 2015: $8402015Assets 2016: $39,442Liabilities 2016: $98Net Assets 2016: $39,3442016Assets 2017: $33,206Liabilities 2017: $104Net Assets 2017: $33,1022017Assets 2018: $61,036Liabilities 2018: $153Net Assets 2018: $60,8832018Assets 2019: $12,488Liabilities 2019: $1,018Net Assets 2019: $11,4702019Assets 2020: $127,836Liabilities 2020: $1,270Net Assets 2020: $126,5662020Assets 2021: $56,820Liabilities 2021: $164Net Assets 2021: $56,6562021Assets 2022: $26,524Liabilities 2022: $284Net Assets 2022: $26,2402022Assets 2023: $2,088Liabilities 2023: $1,523Net Assets 2023: $5652023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $516,850Expenses 2011: $672,979Net Income 2011: -$156,1292011Revenue 2012: $388,461Expenses 2012: $387,631Net Income 2012: $8302012Revenue 2013: $389,048Expenses 2013: $349,962Net Income 2013: $39,0862013Revenue 2014: $668,332Expenses 2014: $573,883Net Income 2014: $94,4492014Revenue 2015: $404,708Expenses 2015: $560,348Net Income 2015: -$155,6402015Revenue 2016: $441,415Expenses 2016: $402,911Net Income 2016: $38,5042016Revenue 2017: $394,006Expenses 2017: $400,248Net Income 2017: -$6,2422017Revenue 2018: $399,205Expenses 2018: $371,424Net Income 2018: $27,7812018Revenue 2019: $389,959Expenses 2019: $439,372Net Income 2019: -$49,4132019Revenue 2020: $437,974Expenses 2020: $322,878Net Income 2020: $115,0962020Revenue 2021: $201,482Expenses 2021: $271,392Net Income 2021: -$69,9102021Revenue 2022: $87,175Expenses 2022: $117,591Net Income 2022: -$30,4162022Revenue 2023: -$17,654Expenses 2023: $8,021Net Income 2023: -$25,6752023Revenue 2024: $0Expenses 2024: $565Net Income 2024: -$5652024

Highlighted filing

2024

Revenue$0
Expenses$565
Net Income-$565
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$565
Net income
-$565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.01$0.18$0.08$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.26$0.87$1.18$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$2.01$2.71$0.70
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$4.38$3.23$1.15
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.01$0.11$3.90$4.39$0.49
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$3.99$3.71$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$3.94$4.00$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$4.41$4.03$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$4.05$5.60$1.56
2014Summary only. Only limited summary data is available for this year.$1.57$0.00$1.56$6.68$5.74$0.94
2013Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$3.89$3.50$0.39
2012Summary only. Only limited summary data is available for this year.$0.24$0.02$0.22$3.88$3.88$0.01
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$5.17$6.73$1.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 26, 2024
Signed
Jun 16, 2025
Return Version
2023v6.0
Gross Receipts
$0
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,088$0▼ $2,088
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,088$0▼ $2,088
Other Assets Total-$0-
Liabilities
Other Liabilities$1,523$0▼ $1,523
Total Liabilities$1,523$0▼ $1,523
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$565$0▼ $565
Total Net Assets Fund Balance$565$0▼ $565
Total Liabilities and Net Assets / Fund Balance$2,088$0▼ $2,088
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jaynie Schultz-romanerPresident
Mona AllenAt Large
Jerry BlairSecretary
Cynthia HendricksTreasurer
Megan HymanTreasurer
Andrew H SchultzVice Pres
Daniel Alan SchultzVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$348
Grants and Similar Amounts Paid$217
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$217--$217
Other Expenses-$210-$210
Fees for Services Management-$138-$138
Total Functional Expenses$217$348$0$565
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“- jaynie schultz-romaner, andrew h. Schultz, and daniel alen schultz have a family relationship. -jerry blair, cynthia hendricks, mona allen and megan hyman 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 6

“There are two classes of members: one foundation member (member of the dallas jewish community foundation, the supported organization) and donor members.”

Form 990, Part VI, Section A, Line 7A

“The foundation member is entitled to elect four of the seven directors, but must consult with the advisory directors regarding this action.”

Form 990, Part VI, Section B, Line 11B

“Prior to filing, the board of directors will receive a copy of the return to review.”

Form 990, Part VI, Section B, Line 12C

“As a supporting organization of the dallas jewish community foundation (djcf), the schultz family foundation closely follows djcf's written policies. Djcf's conflict of interest policy states that each interest person (trustee, committee member, and employee) shall annually reaffirm his or her personal commitment to follow the conflict of interest standards set out in the djcf conflict of interest policy. When a conflict arises, the interested person will report it to the board and abstain from a vote in that matter.”

Form 990, Part VI, Section C, Line 19

“The governing documents, audited financial statements, and conflict of interest policy are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Schultz Family Foundation
EIN
75-2188255
Phone
9726451028
Address
12222 MERIT DRIVE 450, DALLAS, TX 75251

Signing Officer

Name
Jerry Blair
Title
Secretary
Phone
9726451028
Signed
2025-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Blair
Formed
1987
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Josephine Behrend
Phone
2108286281
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“The schultz family foundation (supporting foundation) was closed and transferred assets to a donor advised fund at dallas jewish community foundation (supporting organization).”

Form 990, Part IV, Line 12B

“At the time of filing, the audit report had not been issued but was substantially complete.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SCHULTZ FAMILY FOUNDATION SUPPORTS DALLAS JEWISH COMMUNITY FOUNDATION (DJCF), ITS SUPPORTED ORGANIZATION, BY CARRYING OUT GRANTMAKING ACTIVITIES ON BEHALF OF DJCF. THE MAJORITY OF THE BOARD OF DIRECTORS OF THE SCHULTZ FAMILY FOUNDATION ALSO SERVE AS OFFICERS OF DJCF. AS SUCH, DJCF MAINTAINS RESPONSIBILITY OF MANAGING, SUPERVISING AND CONTROLLING ITS SUPPORTING ORGANIZATION, TO ENSURE THE ACTIVITIES OF THE SCHULTZ FAMILY FOUNDATION FURTHER THE CHARITABLE PURPOSES OF DJCF.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 6:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0752836123
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0217
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DALLAS JEWISH COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0217
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt025000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt215000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt316885
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0261005
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1204050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2158383
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3151161
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt18677
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt27032
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt36726
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt049741
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt130238
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt216228
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt31642
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MEGAN HYMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JERRY BLAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MONA ALLEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3CYNTHIA HENDRICKS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2AT LARGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0346276
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1242965
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2196643
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3176414
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0DIRECTORS 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
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH TRANSFER
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0DALLAS JEWISH COMMUNITY FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-06-25
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0752836123
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0217
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt012222 MERIT DRIVE SUITE 450
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0DALLAS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd075251
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: MEGAN HYMAN, JERRY BLAIR, MONA ALLEN, AND CYNTHIA HENDRICKS
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: MEGAN HYMAN, JERRY BLAIR, MONA ALLEN, AND CYNTHIA HENDRICKS WERE EMPLOYEES OF DALLAS JEWISH COMMUNITY FOUNDATION (TRANSFEREE ORGANIZATION) AT THE TIME OF DISSOLUTION AND REMAINED EMPLOYEES AFTER THE DISSOLUTION OF THE SCHULTZ FAMILY FOUNDATION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHULTZ FAMILY FOUNDATION (SUPPORTING FOUNDATION) WAS CLOSED AND TRANSFERRED ASSETS TO A DONOR ADVISED FUND AT DALLAS JEWISH COMMUNITY FOUNDATION (SUPPORTING ORGANIZATION).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1- JAYNIE SCHULTZ-ROMANER, ANDREW H. SCHULTZ, AND DANIEL ALEN SCHULTZ HAVE A FAMILY RELATIONSHIP. -JERRY BLAIR, CYNTHIA HENDRICKS, MONA ALLEN AND MEGAN HYMAN HAVE A BUSINESS RELATIONSHIP TO THE EXTENT THAT THEY ARE ALL OFFICERS OR EMPLOYEES OF DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE TWO CLASSES OF MEMBERS: ONE FOUNDATION MEMBER (MEMBER OF THE DALLAS JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION) AND DONOR MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION MEMBER IS ENTITLED TO ELECT FOUR OF THE SEVEN DIRECTORS, BUT MUST CONSULT WITH THE ADVISORY DIRECTORS REGARDING THIS ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR TO FILING, THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE RETURN TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AS A SUPPORTING ORGANIZATION OF THE DALLAS JEWISH COMMUNITY FOUNDATION (DJCF), THE SCHULTZ FAMILY FOUNDATION CLOSELY FOLLOWS DJCF'S WRITTEN POLICIES. DJCF'S CONFLICT OF INTEREST POLICY STATES THAT EACH INTEREST PERSON (TRUSTEE, COMMITTEE MEMBER, AND EMPLOYEE) SHALL ANNUALLY REAFFIRM HIS OR HER PERSONAL COMMITMENT TO FOLLOW THE CONFLICT OF INTEREST STANDARDS SET OUT IN THE DJCF CONFLICT OF INTEREST POLICY. WHEN A CONFLICT ARISES, THE INTERESTED PERSON WILL REPORT IT TO THE BOARD AND ABSTAIN FROM A VOTE IN THAT MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AT THE TIME OF FILING, THE AUDIT REPORT HAD NOT BEEN ISSUED BUT WAS SUBSTANTIALLY COMPLETE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IV, LINE 12B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd21
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd31
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd41
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd51
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0DALLAS JEWISH COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1DALLAS JEWISH COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2DALLAS JEWISH COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3DALLAS JEWISH COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4DALLAS JEWISH COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DALLAS JEWISH COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LAWRENCE STEINBERG FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2KIRSCHNER-BOOKATZ FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3NATE & ANN LEVINE FAMILY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4NORTHAVEN CHARITABLE GIVING FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5DJCF HOLDING CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0752836123
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1752741258
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2752759108
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3752510543
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4260850444

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