Wax Family Fund

990EZ • Fiscal year 2014 • EIN 23-2506745

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 21, 2015

Organization Profile WWW.JEWISHLEHIGHVALLEY.ORG

702 North 22nd Street18104

(610) 821-8946

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-9.8%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

29%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-21%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$203,121

Up $45,158 (+29%) from 2013

Net Assets

$203,121

Up $45,158 (+29%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin23rd percentile

Revenue

Down

$66,757

Down $17,437 (-21%) from 2013

Expenses

$73,323

Up $38,570 (+111%) from 2013

Net Income

Down

-$6,566

Down $56,007 (-113%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$203,121

Liabilities$0

Net Assets$203,121

Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$66,757

Expenses$73,323

Net Income-$6,566

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Feb 21, 2015
Return Version: 2013v4.0
Gross Receipts: $66,757

Mission and Program Overview

Mission

To raise funds for charitable, educational, and religious purposes.

Program Services

Description	Grants	Expenses
TO RAISE FUNDS FOR CHAIRTABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES.	$73,223	$0

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DR MICHAEL UFBERG	President	-	$0	-	-
EILEEN UFBERG	Vice President	-	$0	-	-
DR SAM BUB	Secretary	-	$0	-	-
MARK L GOLDSTEIN	Assistant Secretary/Treasu	-	$0	-	-
STANLEY H WAX	Chairman	-	$0	-	-
VICKI WAX	Vice Chairman	-	$0	-	-
SYLVIA BUB	Director	-	$0	-	-
NANCY WAX GOLDMAN	Director	-	$0	-	-
ROBERT L WAX	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 23-2506745
Phone: 6108218946

Signing Officer

Name: Mark L Goldstein
Title: Assistant Secretary
Phone: 6108218946
Signed: 2015-02-21
Discuss with paid preparer: Yes

Preparer

Preparer: Rebecca a Clouser
Phone: 6103761595

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest and dividends. Amount: 160.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: temple beth el. Grantee address: 1305 springhouse rd allentown, pa 18104. Property description: cash. Date of gift: 12/31/13. Amount given: 1,645.”

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. Date of gift: 12/31/13. Amount given: 32,118.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: muhlenberg college hillel. Grantee address: 2400 chew street allentown, pa 18104. Property description: cash. Date of gift: 12/31/13. Amount given: 2,400.”

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 pennsylvania st allentown, pa 18104. Property description: cash. Date of gift: 12/31/13. Amount given: 10,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: chabad lubavitch of allentown. Grantee address: 1260 buck trail rd allentown, pa 18104. Property description: cash. Date of gift: 12/31/13. Amount given: 2,080.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: pinemere camp. Grantee address: 4100 main street, suite 301 philadelphia, pa 19127. Property description: cash. Date of gift: 12/31/13. Amount given: 17,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: jcc of allentown. Grantee address: 702 n. 22nd street allentown, pa 18104. Property description: cash. Date of gift: 12/31/13. Amount given: 3,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: alexander muss institute for israel education inc. Grantee address: 78 randall ave rockville centre, ny 11570. Property description: cash. Date of gift: 12/31/13. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: various organizations. Property description: cash. Date of gift: 12/31/13. Amount given: 650.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: jewish family service of the lehigh valley. Grantee address: 2004 w allen st allentown, pa 18104. Property description: cash. Date of gift: 12/31/13. Amount given: 100.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: muhlenberg college. Grantee address: 2400 chew street 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 kehillat israel. Grantee address: 2014 forest road lansing, mi 48910. Property description: cash. Amount given: 1,230. Total included on form 990-ez, line 10: 73,223.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: state filing fee. Amount: 100.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gains on investment held by jewish federation of lehigh valley. Amount: 51,724.”

Raw XML Appendix203 raw XML fields

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

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6108215500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	702 N 22ND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	ALLENTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	18104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	157963
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	203121
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	64580
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-6566
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	157963
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	203121
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	2017
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	73223
IRS990EZ/GrossReceiptsAmt	0	66757
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	160
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	157963
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	203121
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	157963
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	203121
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	7	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	8	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	DR MICHAEL UFBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	EILEEN UFBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	DR SAM BUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	MARK L GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	STANLEY H WAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	VICKI WAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	SYLVIA BUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	NANCY WAX GOLDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	ROBERT L WAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	ASSISTANT SECRETARY/TREASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	DIRECTOR
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	51724
IRS990EZ/OtherExpensesTotalAmt	0	100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO RAISE FUNDS FOR CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO RAISE FUNDS FOR CHAIRTABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	73223
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	2017
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	PA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	73323
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	66757
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.JEWISHLEHIGHVALLEY.ORG
IRS990ScheduleA/CertificationInd	0	X
IRS990ScheduleA/Contribution35ControlledInd	0	0
IRS990ScheduleA/ContributionControllerInd	0	1
IRS990ScheduleA/ContributionFamilyInd	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	236396949
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	170(B)(1)(A)(VI)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	32118
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	1
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType2Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	32118
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST AND DIVIDENDS. AMOUNT: 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: TEMPLE BETH EL. GRANTEE ADDRESS: 1305 SPRINGHOUSE RD ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 1,645.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	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: 12/31/13. AMOUNT GIVEN: 32,118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: MUHLENBERG COLLEGE HILLEL. GRANTEE ADDRESS: 2400 CHEW STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 2,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH DAY SCHOOL OF ALLENTOWN. GRANTEE ADDRESS: 2313 PENNSYLVANIA ST ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CHABAD LUBAVITCH OF ALLENTOWN. GRANTEE ADDRESS: 1260 BUCK TRAIL RD ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 2,080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: PINEMERE CAMP. GRANTEE ADDRESS: 4100 MAIN STREET, SUITE 301 PHILADELPHIA, PA 19127. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 17,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JCC OF ALLENTOWN. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: ALEXANDER MUSS INSTITUTE FOR ISRAEL EDUCATION INC. GRANTEE ADDRESS: 78 RANDALL AVE ROCKVILLE CENTRE, NY 11570. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: VARIOUS ORGANIZATIONS. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY. GRANTEE ADDRESS: 2004 W ALLEN ST ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/13. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: MUHLENBERG COLLEGE. GRANTEE ADDRESS: 2400 CHEW STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CONGREGATION KEHILLAT ISRAEL. GRANTEE ADDRESS: 2014 FOREST ROAD LANSING, MI 48910. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,230. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 73,223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	DESCRIPTION: STATE FILING FEE. AMOUNT: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	14	DESCRIPTION: UNREALIZED GAINS ON INVESTMENT HELD BY JEWISH FEDERATION OF LEHIGH VALLEY. AMOUNT: 51,724.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	10	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	11	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	12	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	13	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	14	FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	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.
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARK L GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6108218946
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	WAX FAMILY FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	WAXF
ReturnHeader/Filer/EIN	0	232506745
ReturnHeader/Filer/PhoneNum	0	6108218946
ReturnHeader/Filer/USAddress/AddressLine1	0	702 NORTH 22ND STREET
ReturnHeader/Filer/USAddress/City	0	ALLENTOWN
ReturnHeader/Filer/USAddress/State	0	PA
ReturnHeader/Filer/USAddress/ZIPCode	0	18104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	232108173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	REINSEL KUNTZ LESHER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1330 BROADCASTING ROAD PO BOX 7008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	WYOMISSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	196106008
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6103761595
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	REBECCA A CLOUSER
ReturnHeader/ReturnTs	0	2015-03-04T10:06:56-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $203,121
Liabilities: $0
Net assets: $203,121
Revenue: $66,757
Expenses: $73,323
Net income: -$6,566

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$5.89	$0.00	$5.89	$0.62	$0.53	$0.09
2022Summary only. Only limited summary data is available for this year.	$5.17	$0.00	$5.17	$0.70	$0.52	$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.80	$0.00	$5.80	$0.12	$0.32	$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.70	$0.00	$4.70	$0.84	$0.51	$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.26	$0.00	$4.26	$0.76	$0.63	$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.55	$0.00	$3.55	$0.10	$0.36	$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.15	$0.00	$3.15	$0.64	$0.40	$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.33	$0.00	$2.33	$0.91	$1.16	$0.25
2015Detailed filing. Detailed filing data is available for this year.	$2.83	$0.00	$2.83	$1.00	$0.44	$0.56
2014Detailed filing. Detailed filing data is available for this year.	$2.03	$0.00	$2.03	$0.67	$0.73	$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.58	$0.00	$1.58	$0.84	$0.35	$0.49
2012Summary only. Only limited summary data is available for this year.	$0.83	$0.00		$0.62	$0.43	$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.66	$0.00	$0.66	$0.75	$0.50	$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.28	$0.00	$0.28	$0.52	$0.36	$0.16