FISCHMANN BERMAN FAMILY FUNDATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: FISCHMANN BERMAN FAMILY FUNDATION (EIN 23-2823685)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-06-19
IRS object ID: 202041719349200809
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-EZ
Schedule A
Schedule B
Schedule O
Transfer Prsnl Bnft Contracts Decl

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-06-19T09:08:37-05:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232108173	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RKL LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1330 BROADCASTING ROAD PO BOX 7008	AddressLine1Txt
City	WYOMISSING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	196106008	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	232823685	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FISCHMANN BERMAN FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FISC	BusinessNameControlTxt
Phone	6108215500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	702 NORTH 22ND STREET	AddressLine1Txt
City	ALLENTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18104	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JERLYN ZIMMERMAN	PersonNm
Person Title	EXECUTIVE DIRECTOR, JFLV	PersonTitleTxt
Phone	6108215500	PhoneNum
Signature	2020-06-03	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHANIE E KANE CPA	PreparerPersonNm
PTIN	P01584369	PTIN
Phone	6103761595	PhoneNum
Preparation	2020-06-03	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	24.152.202.7	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-06-03	IPDt
IP Tm	12:41:23	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	C896C2A5E5324FCD432E946E3A9B0E6DA72A1E55	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Website Address	WWW.JEWISHLEHIGHVALLEY.ORG	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$52,390	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$35,748	ContributionsGiftsGrantsEtcAmt
Investment Income	$16,642	InvestmentIncomeAmt
Total Revenue	$52,390	TotalRevenueAmt
Grants And Similar Amounts Paid	$52,992	GrantsAndSimilarAmountsPaidAmt
Other Expenses Total	$858	OtherExpensesTotalAmt
Total Expenses	$53,850	TotalExpensesAmt
Excess Or Deficit For Year	-$1,460	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$314,046	NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets	$10,537	OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY	$323,123	NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$314,046	BOYAmt
EOY	$323,123	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$314,046	BOYAmt
EOY	$323,123	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$314,046	BOYAmt
EOY	$323,123	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	TO CONDUCT OR SUPPORT THE ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

Field	Value	IRS element (for citing)
Description Program Srvc Accom	TO CONDUCT OR SUPPORT THE ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY.	DescriptionProgramSrvcAccomTxt
Grants And Allocations	$52,992	GrantsAndAllocationsAmt
Program Service Expenses	$52,992	ProgramServiceExpensesAmt

Field	Value	IRS element (for citing)
Total Program Service Expenses	$52,992	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERTO FISCHMANN
CHAIRMAN	0.25	$0	$0	$0
EILEEN FISCHMANN
VICE CHAIRWOMAN	0.25	$0	$0	$0
MARK L GOLDSTEIN
SECRETARY/TREASURER	0.25	$0	$0	$0
DR JEFFREY BLINDER
DIRECTOR	0.25	$0	$0	$0
JILL BLINDER
DIRECTOR	0.25	$0	$0	$0

Field	Value	IRS element (for citing)
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	0	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	0	OrganizationHadUBIInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend	$0	DirectIndirectPltclExpendAmt
Made Loans To From Officers	0	MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911	$0	TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912	$0	TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955	$0	TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr	$0	TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization	$0	TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JEWISH FEDERATION OF THE LEHIGH VALLEY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	702 N 22ND STREET	AddressLine1Txt
City	ALLENTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18104	ZIPCd

Field	Value	IRS element (for citing)
Phone	6108215500	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	0	ForeignFinancialAccountInd
Foreign Office	0	ForeignOfficeInd
Donor Advised Fnds	0	DonorAdvisedFndsInd
Operate Hospital	0	OperateHospitalInd
Tanning Services Provided	0	TanningServicesProvidedInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
School Operating	0	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (1)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	JEWISH FEDERATION OF THE LEHIGH VALLEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	236396949	EIN
Organization Type	7	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$52,992	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$52,992	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	0	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	Yes (1)	OrganizationChangeSuprtOrgInd
Supported Org Class Designated	Yes (1)	SupportedOrgClassDesignatedInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (1)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	0	OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, SECTION A, LINE 1	FUNDS ARE DESIGNATED BY CLASS TO ORGANIZATIONS THAT SUPPORT THE MISSION OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY.
PART IV, SECTION A, QUESTION 5A	I) THE SUPPORTED ORGANIZATIONS ADDED INCLUDE: JEWISH DAY SCHOOL OF ALLENTOWN, 23-7344525 CHABAD LUBAVITCH OF ALLENTOWN, 23-3099157 CONGREGATION SONS OF ISRAEL, 23-1671092 II) THESE ORGANIZATIONS WERE ADDED TO SUPPORT OTHER JEWISH CHARITY ORGANIZATIONS. THE FEDERATION APPROVES NEW ORGANIZATIONS BY DETERMINING THAT IS IS NECESSARY TO ESTABLISH A RELATIONSHIP BETWEEN THE FEDERATION AND SUCH CHARITABLE ORGANIZATIONS PURSUANT TO WHICH DULY AUTHORIZED REPRESENTATIVES OF THE FEDERATION CAN ACT FOR THE FEDERATION IN THE MEMBERSHIP OR GOVERING BODY OF SUCH CHARITABLE ORGANIZATIONS IN ORDER FOR THE FEDERATION TO EXERCISE APPORPRIATE AUTHORITY IN THE CONDUCT OF SUCH CHATIABLE ORGANIZATIONS IN FURTHERANCE FO THE PURPOSE OF THE FEDERATION. IT IS CONTEMPLATED THAT SUCH CHARITABLE ORGANIZATIONS SHALL QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE BY REASON OF THEIR PURPOSES AND RELATIONSHIP TO THE FEDERATION. III) THE AUTHORITY WAS GRANTED UNDER THE ORGANIZATION'S ARTICLES OF INCORPORATION IV) THE ACTION WAS ACCOMPLISHED THROUGH BOARD APPROVAL.

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART IV, SECTION A, LINE 1

FUNDS ARE DESIGNATED BY CLASS TO ORGANIZATIONS THAT SUPPORT THE MISSION OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY.

PART IV, SECTION A, QUESTION 5A

I) THE SUPPORTED ORGANIZATIONS ADDED INCLUDE: JEWISH DAY SCHOOL OF ALLENTOWN, 23-7344525 CHABAD LUBAVITCH OF ALLENTOWN, 23-3099157 CONGREGATION SONS OF ISRAEL, 23-1671092 II) THESE ORGANIZATIONS WERE ADDED TO SUPPORT OTHER JEWISH CHARITY ORGANIZATIONS. THE FEDERATION APPROVES NEW ORGANIZATIONS BY DETERMINING THAT IS IS NECESSARY TO ESTABLISH A RELATIONSHIP BETWEEN THE FEDERATION AND SUCH CHARITABLE ORGANIZATIONS PURSUANT TO WHICH DULY AUTHORIZED REPRESENTATIVES OF THE FEDERATION CAN ACT FOR THE FEDERATION IN THE MEMBERSHIP OR GOVERING BODY OF SUCH CHARITABLE ORGANIZATIONS IN ORDER FOR THE FEDERATION TO EXERCISE APPORPRIATE AUTHORITY IN THE CONDUCT OF SUCH CHATIABLE ORGANIZATIONS IN FURTHERANCE FO THE PURPOSE OF THE FEDERATION. IT IS CONTEMPLATED THAT SUCH CHARITABLE ORGANIZATIONS SHALL QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE BY REASON OF THEIR PURPOSES AND RELATIONSHIP TO THE FEDERATION. III) THE AUTHORITY WAS GRANTED UNDER THE ORGANIZATION'S ARTICLES OF INCORPORATION IV) THE ACTION WAS ACCOMPLISHED THROUGH BOARD APPROVAL.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME	DESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 16,642.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH FEDERATION OF THE LEHIGH VALLEY. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 37,592.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CHABAD LUBAVITCH. GRANTEE ADDRESS: 4457 CRACKERSPORT ROAD ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 11,400.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH DAY SCHOOL OF ALLENTOWN. GRANTEE ADDRESS: 2313 W PENNSYLVANIA ST ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CONGREGATION SONS OF ISRAEL. GRANTEE ADDRESS: 2715 TILGHMAN STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 52,992.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES	DESCRIPTION: FEES. AMOUNT: 758. DESCRIPTION: STATE FILING FEE. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 858.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS	DESCRIPTION: UNREALIZED GAINS ON INVESTMENTS HELD BY JEWISH FEDERATION OF LEHIGH VALLEY. AMOUNT: 10,537.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

Field	Value	IRS element (for citing)
Declaration	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.	DeclarationDesc