STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALVIN & ROSALIND MISHKIN FOUNDATION: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ALVIN & ROSALIND MISHKIN FOUNDATION (EIN 23-2867287)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-10
IRS object ID
201701309349200905
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-10T07:46:27-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232108173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RKL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BROADCASTING ROAD PO BOX 7008AddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP196106008ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232867287EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALVIN & ROSALIND MISHKIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALVIBusinessNameControlTxt
Phone6108215500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 NORTH 22ND STREETAddressLine1Txt
CityALLENTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK L GOLDSTEINPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone6108215500PhoneNum
Signature2017-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA A CLOUSERPreparerPersonNm
PTINP01584369PTIN
Phone6103761595PhoneNum
Preparation2017-04-19PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.JEWISHLEHIGHVALLEY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$203GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Investment Income$203InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$89CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$89GainOrLossFromSaleOfAssetsAmt
Total Revenue$114TotalRevenueAmt
Grants And Similar Amounts Paid$10,000GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$15OtherExpensesTotalAmt
Total Expenses$10,015TotalExpensesAmt
Excess Or Deficit For Year-$9,901ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$16,083NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$251OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$5,931NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$16,083BOYAmt
EOY$5,931EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,083BOYAmt
EOY$5,931EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$16,083BOYAmt
EOY$5,931EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO 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

FieldValueIRS element (for citing)
Description Program Srvc AccomTO 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$10,000GrantsAndAllocationsAmt
Program Service Expenses$10,000ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$10,000TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MILTON SHEFTEL
PRESIDENT0.25$0$0$0
EILEEN UFBERG
VICE PRESIDENT0.25$0$0$0
MARK L GOLDSTEIN
TREASURER/SECRETARY0.25$0$0$0
ALVIN MISHKIN
CHAIRMAN0.25$0$0$0
DR JEFFREY BLINDER
DIRECTOR0.25$0$0$0
STEWART FURMANSKY
DIRECTOR0.25$0$0$0
DR MARK MISHKIN
DIRECTOR0.25$0$0$0
DONALD SENDEROWITZ
DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF THE LEHIGH VALLEYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 N 22ND STREETAddressLine1Txt
CityALLENTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18104ZIPCd
FieldValueIRS element (for citing)
Phone6108215500PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF THE LEHIGH VALLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN236396949EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (1)OrganizationChangeSuprtOrgInd
Supported Org Class DesignatedYes (1)SupportedOrgClassDesignatedInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, QUESTION 1THE FUNDS ARE DESIGNATED BY CLASS TO ORGANIZATIONS THAT SUPPORT THE MISSION OF THE LEHIGH VALLEY JEWISH FEDERATION.
PART IV, SECTION A, QUESTION 5AI) THE SUPPORTED ORGANIZATION ADDED: TEMPLE BETH EL, 23-6266382 II) THIS ORGANIZATION WAS ADDED TO SUPPORT OTHER JEWISH CHARITY ORGANIZATIONS. THE FEDERATION MAKES DISTRIBUTIONS TO OTHER ENTITIES TO FURTHER THE PURPOSES 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) EXHIBIT "A" OF ARTICLES OF INCORPORATION: THE CORPORATION (FOUNDATION) IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY. IV) THE ACTION WAS ACCOMPLISHED THROUGH BOARD APPROVAL

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST AND DIVIDENDS. AMOUNT: 203.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: TEMPLE BETH EL. GRANTEE ADDRESS: 1305 SPRINGHOUSE RD ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/15. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,000.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: STATE FILING FEE. AMOUNT: 15.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAINS ON INVESTMENT HELD BY JEWISH FEDERATION OF LEHIGH VALLEY. AMOUNT: -251.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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