SYLVIA & HERB ROSEN FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SYLVIA & HERB ROSEN FOUNDATION (EIN 23-2869370)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-13
- IRS object ID
- 201300729349200305
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-13T11:29:11-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232108173 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADCASTING ROAD PO BOX 7008 | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 196106008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232869370 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYLVIA & HERB ROSEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SYLV | NameControl |
| Phone | 6108215500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 NORTH 22ND STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK L GOLDSTEIN | Name |
| Title | SECRETARY | Title |
| Phone | 6108215500 | Phone |
| Date Signed | 2013-02-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY S SHAUB | Name |
| PTIN | P00152535 | PTIN |
| Phone | 6103761595 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.JEWISHLEHIGHVALLEY.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 42696 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 34000 | ContributionsGiftsGrantsEtc |
| Investment Income | 8112 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 584 | GrossAmountFromSaleOfAssets |
| Gain Or Loss From Sale Of Assets | 584 | GainOrLossFromSaleOfAssets |
| Total Revenue | 42696 | TotalRevenue |
| Grants And Similar Amounts Paid | 7000 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 852 | OtherExpensesTotal |
| Total Expenses | 7852 | TotalExpenses |
| Excess Or Deficit For Year | 34844 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 264292 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -7994 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 291142 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264292 | BOY |
| EOY | 291142 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264292 | BOY |
| EOY | 291142 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264292 | BOY |
| EOY | 291142 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO SUPPORT THE PROGRAMS WHICH BENEFIT THE JEWISH FEDERATION OF THE LEHIGH VALLEY IN PENNSYLVANIA OR CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | TO SUPPORT THE PROGRAMS WHICH BENEFIT THE JEWISH FEDERATION OF THE LEHIGH VALLEY IN PENNSYLVANIA OR CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION. | DescriptionProgramServiceAccom |
| Grants And Allocations | 7000 | GrantsAndAllocations |
| Program Service Expenses | 0 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 0 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| HERBERT ROSEN | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | CHAIRMAN | 0.25 | 0 | 0 | 0 |
| SYLVIA ROSEN | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | VICE CHAIRWOMAN | 0.25 | 0 | 0 | 0 |
| DANIEL SULLUM | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | PRESIDENT | 0.25 | 0 | 0 | 0 |
| MARK L GOLDSTEIN | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | SECRETARY | 0.25 | 0 | 0 | 0 |
| DONALD SENDEROWITZ | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | TREASURER | 0.25 | 0 | 0 | 0 |
| NANCY L ROSEN | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | HONORARY SECRETARY | 0.25 | 0 | 0 | 0 |
| ARTHUR ALTMAN | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| PHOEBE ALTMAN | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| DR JEFFREY BLINDER | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF THE LEHIGH VAL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 N 22ND STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6108215500 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 1 | ContribByControllingIndividual |
| Contribution By Related Party | 1 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF THE LEHIGH VALLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236396949 | EIN |
| Type Of Organization | 170(B)(1)(A)(VI) | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $3,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 3000 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST & DIVIDENDS 8,112.. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH FEDERATION OF THE LEHIGH VALLEY. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/22/12. AMOUNT GIVEN: 3,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: UNITED HEBREW INSTITUTE. GRANTEE ADDRESS: 1 INSTITUTE LANE KINGSTON, PA 18704. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/22/12. AMOUNT GIVEN: 2,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH DAY SCHOOL. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/22/12. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 7,000. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: OPERATING EXPENSES. AMOUNT: 752. DESCRIPTION: STATE FILING FEE. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 852. |
| OTHER CHANGES IN NET ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: UNREALIZED GAIN (LOSS) ON INVESTMENT HELD BY JEWISH FEDERATION. AMOUNT: -7,994. |
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. | Declaration |