2025-02-03T12:03:44-06:00 2023-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-09-01 760613294 The Alan F and Diane R Levin Family Foundation ALAN 3466994523 5603 South Braeswood Blvd Houston TX 77096 Roberta Herman-Dietrich Secretary 3466994523 2025-02-03 1 0 Barbara Murphy P01386215 7134395739 2025-02-03 2022 2025-03-06 01:10:19Z Alan F Levin 5603 South Braeswood Blvd Houston TX 77096 152155 0 X None X 1999 TX To support activities for the benefit of the Jewish Federation and Houston Jewish Community Fdn. 5 5 0 7 0 0 109337 103573 0 0 37777 48582 0 0 147114 152155 73000 25482 0 0 0 0 0 0 0 15528 15256 88528 40738 58586 111417 1753955 2051890 11114 21759 1742841 2030131 Support activities for the benefit of, or carry out, the purposes of the Jewish Federation of Greater Houston and the Houston Jewish Community Foundation through grants to charitable, educational and religious organizations. 0 0 25482 25482 0 The Alan F. and Diane R. Levin Family Foundation, as stated in its Articles of Incorporation, is organized exclusively for charitable, educational and religious purposes to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston and the Houston Jewish Community Foundation. The Foundation accomplishes these goals by awarding grants to charitable, educational and religious organizations. 25482 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X Paul Weaver 3466994523 5603 South Braeswood Blvd Houston TX 77096 X Alan F Levin President 1.00 0.00 X X 0 0 0 Diane R Levin Vice President 1.00 0.00 X X 0 0 0 Robert Lapin Trustee 1.00 1.00 X 0 0 0 Irving Pozmantier Trustee 1.00 0.00 X 0 0 0 Michael Rubenstein Trustee 1.00 2.00 X 0 0 0 Roberta Herman-Dietrich Secretary 1.00 40.00 X 0 154985 16161 Benjamin D Rosenberg Treasurer 1.00 6.00 X 0 0 0 0 154985 16161 0 0 1 0 0 103573 103573 103573 48582 48582 152155 0 0 48582 X 25482 25482 1750 1750 13494 13494 12 12 40738 25482 15256 0 65775 56528 1688180 1995362 1753955 2051890 11114 21759 11114 21759 X 1742841 2030131 1742841 2030131 1753955 2051890 111417 175873 0 X 0 1 X 1 0 X X 2 Jewish Federation of Greater Houston 741109654 7 1 20369 0 Houston Jewish Community Foundation 760187329 7 1 20369 0 2 40738 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 Part IV-Description Of Grants Or Provided Benefits To Others The Levin Foundation is organized to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston and the Houston Jewish Community Foundation. The Foundation accomplishes these goals by awarding grants to the Jewish Federation of Greater Houston as well as other charitable, educational and religious organizations for purposes consistent with the mission of the Federation and the Foundation. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1742841 103573 224456 25482 15257 2030131 1878573 109337 -156541 73000 15528 1742841 1472231 111500 365553 56750 13961 1878573 1299801 177741 59760 52180 12891 1472231 1258809 102607 -28470 20932 12213 1299801 1.00000 0.00000 0.00000 0 0 0 Part V, Line 4: The Foundation holds funds to support the mission of the Jewish Federation of Greater Houston and the Houston Jewish Community Foundation to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world. 1 Congregation Beth Yeshurun 4525 Beechnut Houston TX 77096 741222268 501(c)(3) 25482 0 General support 1 0 Part I, Line 2: Grants are only made to U.S. domestic 501(c)(3) entities, including the Foundation's supported organizations. 501(c)(3) status is verified prior to making grants. Grantees are typically large, well-established public charities so the Foundation does not deem it necessary to follow up on the use of each grant. 0 0 0 0 0 0 0 0 0 Roberta Herman-Dietrich Secretary 0 154985 0 0 0 0 0 3604 0 12557 0 171146 0 0 Part I, Line 3 The Houston Jewish Community Foundation used the following methods to establish the compensation of Roberta Herman-Dietrich: salary surveys for other large/intermediate community foundations, Form 990 of other nonprofit organizations, and approval by the Personnel Committee. X 1 103573 Val date received 0 1 0 Form 990, Part VI, Section A, line 2 Alan Levin and Diane Levin have a family relationship. Form 990, Part VI, Section A, line 6 The members of the Foundation are divided into two classes: the Federation/ Foundation Members and the Donor Members. The Federation/Foundation Members are the Jewish Federation of Greater Houston and the Houston Jewish Community Foundation. The initial Donor Members are Alan and Diane Levin. Each Donor Member continues as a member until his or her resignation, incapacity, or death. Each Donor Member may from time to time designate a person as his or her successor, to serve after such Donor Member ceases to be a member. The number of Donor Members may be increased by an amendment to the Foundation's Bylaws. For purposes of any vote of members, the Federation/Foundation Members have an aggregate of three votes and the Donor Members have an aggregate of two votes. Form 990, Part VI, Section A, line 7a The number of Trustees is five and is divided into two classes, as follows: (1) The Federation/Foundation Trustee Class, which consists of three trustees, each of whom are trustees or officers of the Jewish Federation of Greater Houston or the Houston Jewish Community Foundation or are otherwise connected with either of those organizations. (2) The Donor Trustee Class, which consists of two trustees. The Federation/Foundation Members are entitled to elect the three Federation/Foundation Trustees. The Donor Members are entitled to elect the two Donor Trustees. Form 990, Part VI, Section A, line 7b The affirmative vote of the Federation/Foundation Member and the affirmative vote of at least one Donor Member (if there is at least one Donor Member serving at the time) at any annual meeting of Members or special meeting of Members is required to adopt or approve any of the following actions: 1. Liquidation or dissolution of the Foundation; 2. Merger, consolidation or transfer of substantially all of the assets of the Foundation; and 3. Repeal, modification, amendment, in whole or in part, or addition to the Articles of Incorporation or Bylaws of the Foundation or adoption of new Articles of Incorporation or Bylaws. Form 990, Part VI, Section B, line 11b The Form 990 is initially reviewed by the Houston Jewish Community Foundation's staff accountant and CFO. The Form is then reviewed by the Executive Director of the Houston Jewish Community Foundation. A copy is provided to all Board Members prior to filing. Form 990, Part VI, Section B, line 12c Board Members answer a questionnaire that covers any potential conflicts of interest that may exist as well as familial and/or business relationships with other Board Members or employees. Form 990, Part VI, Section C, line 19 Upon request. Form 990, Part VII - Compensation Explanation Roberta Herman-Dietrich spends 40 hours per week in her position as Executive Director for the Houston Jewish Community Foundation. She receives no compensation for services provided to the Levin Foundation. Form 990, Part IX, line 11g Administrative services: Management and general expenses 13,494. Total expenses 13,494. Jewish Federation of Greater Houston 5603 S Braeswood Blvd Houston TX 77096 741109654 Preserve and enrich Jewish communal life TX 501(c)(3) Line 7 N/A 0 The Becker Family Foundation 5603 S Braeswood Blvd Houston TX 77096 760560995 Support the Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 0 Donald & Martha Kaplan Freedman Fdn 5603 S Braeswood Blvd Houston TX 77096 455449056 Support the Houston Jewish Community Foundation TX 501(c)(3) Line 12a, I Houston Jewish Community Foundation 0 Mary L & William J Osher Fdn 5603 S Braeswood Blvd Houston TX 77096 205094518 Support the Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 0 The Rauch Foundation 5603 S Braeswood Blvd Houston TX 77096 760300344 Support the Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 0 Houston Jewish Community Foundation 5603 S Braeswood Blvd Houston TX 77096 760187329 Donor-centered community foundation TX 501(c)(3) Line 7 Jewish Federation of Greater Houston 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0