Wax Family Fund

990EZ • Fiscal year 2016 • EIN 23-2506745

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 28, 2017

Organization Profile WWW.JEWISHLEHIGHVALLEY.ORG

702 North 22nd StreetAllentown, PA 18104

(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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

-28%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

-18%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

-9.1%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets56th percentile

Assets

Down

$233,243

Down $49,988 (-18%) from 2015

Net Assets

Down

$233,243

Down $49,988 (-18%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin13th percentile

Revenue

Down

$90,779

Down $9,082 (-9.1%) from 2015

Expenses

$115,767

Up $72,106 (+165%) from 2015

Net Income

Down

-$24,988

Down $81,188 (-144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

Highlighted filing

2016

Assets$233,243

Liabilities$0

Net Assets$233,243

Open 2016 Filing

Operations Trend

Revenue Growth35th percentile

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

Highlighted filing

2016

Revenue$90,779

Expenses$115,767

Net Income-$24,988

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Apr 28, 2017
Return Version: 2015v3.0
Gross Receipts: $90,779

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.	$115,046	$115,046

Compensation and Service Providers

Top Officer Pay75th 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	-	-
VICKI WAX	Vice Chairman	-	$0	-	-
SYLVIA BUB	Director	-	$0	-	-
NANCY WAX GOLDMAN	Director	-	$0	-	-
ROBERT L WAX	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Wax Family Fund
EIN: 23-2506745
Phone: 6108218946
Address: 702 NORTH 22ND STREET, ALLENTOWN, PA 18104

Signing Officer

Name: Mark L Goldstein
Title: Assistant Secretary
Phone: 6108218946
Signed: 2017-04-28
Discuss with paid preparer: Yes

Preparer

Firm: Rkl Llp
Address: 1330 BROADCASTING ROAD PO BOX 7008, WYOMISSING, PA 19610-6008
Preparer: Rebecca a Clouser
Phone: 6103761595

Supplemental Narrative

Additional Explanations

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. Amount given: 2,251.”

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: 88,301.”

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. Amount given: 1,021.”

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. Amount given: 5,118.”

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. Amount given: 1,300.”

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. Amount given: 2,850.”

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. 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. Amount given: 1,680.”

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. Amount given: 100.”

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

“Activity classification: charitable organization. Grantee name: fjc - a foundation of philanthropic funds. Grantee address: 520 eighth avenue, 20th floor new york, ny 10018. Property description: cash. Amount given: 1,500.”

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: 1,425.”

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

“Activity classification: charitable organization. Grantee name: friends of yad sarah. Grantee address: 450 park avenue, 7th floor new york, ny 10022. Property description: cash. Amount given: 1,000.”

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

“Activity classification: charitable organization. Grantee name: neve michael childrens village. Grantee address: po box 260067 pembroke pnes, fl 33026. Property description: cash. Amount given: 1,250.”

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

“Activity classification: charitable organization. Grantee name: american technion society. Grantee address: 55 east 59th street new york, ny 10022. Property description: cash. Amount given: 1,250.”

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

“Activity classification: charitable organization. Grantee name: american associates ben - gurion university. Grantee address: 1001 ave of americas, 19th floor new york, ny 10018. Property description: cash. Amount given: 500.”

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 philadelphia , pa 19127. Property description: cash. Amount given: 5,000. Total included on form 990-ez, line 10: 115,046.”

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

“Description: state filing fee. Amount: 150. Description: miscellaneous expenses. Amount: 571. Total to form 990-ez, line 16: 721.”

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: -25,000.”

Raw XML Appendix221 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/BusinessNameLine1Txt	0	JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6108215500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	702 N 22ND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	ALLENTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	18104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	283231
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	233243
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	90558
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-24988
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	283231
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	233243
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	221
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	115046
IRS990EZ/GrossReceiptsAmt	0	90779
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	283231
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	233243
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	283231
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	233243
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/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/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/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/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	VICKI WAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	SYLVIA BUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	NANCY WAX GOLDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	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	VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	DIRECTOR
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	-25000
IRS990EZ/OtherExpensesTotalAmt	0	721
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	115046
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	115046
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	221
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	115767
IRS990EZ/TotalProgramServiceExpensesAmt	0	115046
IRS990EZ/TotalRevenueAmt	0	90779
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.JEWISHLEHIGHVALLEY.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	1
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd	0	1
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	0
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd	0	0
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd	0	1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	THE FUNDS ARE DESIGNATED BY CLASS TO ORGANIZATIONS THAT SUPPORT THE MISSION OF THE LEHIGH VALLEY JEWISH FEDERATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	1	I) THE SUPPORTED ORGANIZATIONS ADDED INCLUDE: TEMPLE BETH EL, 23-6266382 MUHLENBERG COLLEGE HILLEL, 23-1352664 JEWISH DAY SCHOOL OF ALLENTOWN, 23-7344525 CHABAD LUBAVITCH OF ALLENTOWN, 23-3099157 JCC OF ALLENTOWN, 23-0734200 ALEXANDER MUSS INSTITUTE FOR ISRAEL EDUCATION INC, 59-0173782 JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY, 23-2301360 FJC- A FOUNDATION OF PHILANTHROPIC FUNDS, 13-3848582 CONGREGATION KEHILLAT ISRAEL, 38-1918632 FRIENDS OF YAD SARAH, 13-3106175 NEVE MICHAEL CHILDRENS VILLAGE. 20-8499330 AMERICAN TECHNION SOCIETY, 13-0434195 AMERICAN ASSOCIATES BEN- GURION UNIVERSITY, 23-7270753 PINEMERE CAMP, 23-1429830 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	PART IV, SECTION A, QUESTION 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	1	PART IV, SECTION A, QUESTION 5A
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	236396949
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	7
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	88301
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	88301
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	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: TEMPLE BETH EL. GRANTEE ADDRESS: 1305 SPRINGHOUSE RD ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,251.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	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: 88,301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: MUHLENBERG COLLEGE HILLEL. GRANTEE ADDRESS: 2400 CHEW STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH DAY SCHOOL OF ALLENTOWN. GRANTEE ADDRESS: 2313 PENNSYLVANIA ST ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CHABAD LUBAVITCH OF ALLENTOWN. GRANTEE ADDRESS: 1260 BUCK TRAIL RD ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JCC OF ALLENTOWN. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	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. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: VARIOUS ORGANIZATIONS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	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. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: FJC - A FOUNDATION OF PHILANTHROPIC FUNDS. GRANTEE ADDRESS: 520 EIGHTH AVENUE, 20TH FLOOR NEW YORK, NY 10018. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CONGREGATION KEHILLAT ISRAEL. GRANTEE ADDRESS: 2014 FOREST ROAD LANSING, MI 48910. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: FRIENDS OF YAD SARAH. GRANTEE ADDRESS: 450 PARK AVENUE, 7TH FLOOR NEW YORK, NY 10022. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: NEVE MICHAEL CHILDRENS VILLAGE. GRANTEE ADDRESS: PO BOX 260067 PEMBROKE PNES, FL 33026. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: AMERICAN TECHNION SOCIETY. GRANTEE ADDRESS: 55 EAST 59TH STREET NEW YORK, NY 10022. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	14	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: AMERICAN ASSOCIATES BEN - GURION UNIVERSITY. GRANTEE ADDRESS: 1001 AVE OF AMERICAS, 19TH FLOOR NEW YORK, NY 10018. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	15	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: PINEMERE CAMP. GRANTEE ADDRESS: 4100 MAIN STREET PHILADELPHIA , PA 19127. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 115,046.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	16	DESCRIPTION: STATE FILING FEE. AMOUNT: 150. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 571. TOTAL TO FORM 990-EZ, LINE 16: 721.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	17	DESCRIPTION: UNREALIZED GAINS ON INVESTMENT HELD BY JEWISH FEDERATION OF LEHIGH VALLEY. AMOUNT: -25,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	14	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	15	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	16	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	17	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	2017-02-10 21:41:12Z
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	2017-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WAX FAMILY FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	WAXF
ReturnHeader/Filer/EIN	0	232506745
ReturnHeader/Filer/PhoneNum	0	6108218946
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	702 NORTH 22ND STREET
ReturnHeader/Filer/USAddress/CityNm	0	ALLENTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	18104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	232108173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	RKL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1330 BROADCASTING ROAD PO BOX 7008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WYOMISSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	196106008
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6103761595
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	REBECCA A CLOUSER
ReturnHeader/ReturnTs	0	2017-05-10T07:46:27-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $233,243
Liabilities: $0
Net assets: $233,243
Revenue: $90,779
Expenses: $115,767
Net income: -$24,988

	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
2016Detailed filing. Detailed filing data is available for this year.	$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