Wax Family Fund

990EZ • Fiscal year 2018 • EIN 23-2506745

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 05, 2019

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-269%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

13%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

-85%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets57th percentile

Assets

$355,327

Up $40,781 (+13%) from 2017

Net Assets

$355,327

Up $40,781 (+13%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin2nd percentile

Revenue

Down

$9,714

Down $54,419 (-85%) from 2017

Expenses

Down

$35,836

Down $4,509 (-11%) from 2017

Net Income

Down

-$26,122

Down $49,910 (-210%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

Highlighted filing

2018

Assets$355,327

Liabilities$0

Net Assets$355,327

Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2018

Revenue$9,714

Expenses$35,836

Net Income-$26,122

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Mar 5, 2019
Return Version: 2017v2.3
Gross Receipts: $9,714

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.	$34,096	$34,096

Compensation and Service Providers

Top Officer Pay76th 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: Jerlyn Zimmerman
Title: Asst. Executive Director, Jflv
Phone: 6108218946
Signed: 2019-03-05
Discuss with paid preparer: Yes

Preparer

Firm: Rkl Llp
Address: 1330 BROADCASTING ROAD PO BOX 7008, WYOMISSING, PA 19610-6008
Preparer: Stephanie E Kane CPA
Phone: 6103761595

Supplemental Narrative

Additional Explanations

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

“Description: interest and dividends. Amount: 414.”

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: 448.”

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

“Activity classification: charitable organization. Grantee name: jflv - campaign. Grantee address: 702 n. 22nd street allentown, pa 18104. Property description: cash. Amount given: 8,600.”

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: 3,400.”

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. Amount given: 6,100.”

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: 1,180.”

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: 1,700.”

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: congregation sons of israel. Grantee address: 2715 tilghman street allentown, pa 18104. Property description: cash. Amount given: 768.”

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

“Activity classification: charitable organization. Grantee name: congregation keneseth israel. Grantee address: 2227 west 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: 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: 1,000.”

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: 1,000.”

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

“Activity classification: charitable organization. Grantee name: jflv - pj library. Grantee address: 702 n. 22nd street allentown, pa 18104. Property description: cash. Amount given: 4,000.”

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

“Activity classification: charitable organization. Grantee name: the lone soldier center. Grantee address: 1500 broadway suite 903 new york, ny 10036. 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: jflv - venzeula. Grantee address: 702 n. 22nd street allentown, pa 18104. 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: jflv - project yachad. Grantee address: 702 n. 22nd street allentown, pa 18104. Property description: cash. Amount given: 200.”

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

“Activity classification: charitable organization. Grantee name: birthright israel foundation. Grantee address: 711 3rd avenue 10th floor new york, ny 10017. Property description: cash. Amount given: 100.”

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

“Activity classification: charitable organization. Grantee name: jewish broadcasting service. Grantee address: po box 180 riverdale station bronx, ny 10471. Property description: cash. Amount given: 100. Total included on form 990-ez, line 10: 34,096.”

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

“Description: state filing fee. Amount: 100. Description: miscellaneous expenses. Amount: 1,640. Total to form 990-ez, line 16: 1,740.”

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: 66,903.”

Raw XML Appendix227 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	314546
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	355327
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	9053
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-26122
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	314546
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	355327
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	247
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	34096
IRS990EZ/GrossReceiptsAmt	0	9714
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	414
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	314546
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	355327
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	314546
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	355327
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	66903
IRS990EZ/OtherExpensesTotalAmt	0	1740
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	34096
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	34096
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	247
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	35836
IRS990EZ/TotalProgramServiceExpensesAmt	0	34096
IRS990EZ/TotalRevenueAmt	0	9714
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 FRIENDS OF YAD SARAH, 13-3106175 NEVE MICHAEL CHILDRENS VILLAGE. 20-8499330 AMERICAN TECHNION SOCIETY, 13-0434195 AMERICAN ASSOCIATES BEN- GURION UNIVERSITY, 23-7270753 JEWISH FEDERATION OF NORTH AMERICA, 13-1624240 STANDWITHUS, 01-0566033 BIRTHRIGHT ISRAEL FOUNDATION, 13-4092050 CONGREGATION SONS OF ISRAEL, 11-3162891 CONGREGATION KENESETH ISRAEL, 23-1489807 LONE SOLDIER CENTER, 47-3798721 JEWISH BROADCASTING, 13-2974957 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	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST AND DIVIDENDS. AMOUNT: 414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: TEMPLE BETH EL. GRANTEE ADDRESS: 1305 SPRINGHOUSE RD ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 448.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JFLV - CAMPAIGN. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 8,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: MUHLENBERG COLLEGE HILLEL. GRANTEE ADDRESS: 2400 CHEW STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,400.
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. AMOUNT GIVEN: 6,100.
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. AMOUNT GIVEN: 1,180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JCC OF ALLENTOWN. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	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	8	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CONGREGATION SONS OF ISRAEL. GRANTEE ADDRESS: 2715 TILGHMAN STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 768.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CONGREGATION KENESETH ISRAEL. GRANTEE ADDRESS: 2227 WEST CHEW STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	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	11	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: NEVE MICHAEL CHILDRENS VILLAGE. GRANTEE ADDRESS: PO BOX 260067 PEMBROKE PNES, FL 33026. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: AMERICAN TECHNION SOCIETY. GRANTEE ADDRESS: 55 EAST 59TH STREET NEW YORK, NY 10022. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JFLV - PJ LIBRARY. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	14	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: THE LONE SOLDIER CENTER. GRANTEE ADDRESS: 1500 BROADWAY SUITE 903 NEW YORK, NY 10036. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	15	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JFLV - VENZEULA. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	16	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JFLV - PROJECT YACHAD. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	17	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: BIRTHRIGHT ISRAEL FOUNDATION. GRANTEE ADDRESS: 711 3RD AVENUE 10TH FLOOR NEW YORK, NY 10017. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	18	ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH BROADCASTING SERVICE. GRANTEE ADDRESS: PO BOX 180 RIVERDALE STATION BRONX, NY 10471. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 100. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 34,096.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	19	DESCRIPTION: STATE FILING FEE. AMOUNT: 100. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 1,640. TOTAL TO FORM 990-EZ, LINE 16: 1,740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	20	DESCRIPTION: UNREALIZED GAINS ON INVESTMENT HELD BY JEWISH FEDERATION OF LEHIGH VALLEY. AMOUNT: 66,903.
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 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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	17	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	18	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	19	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	20	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	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JERLYN ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	ASST. EXECUTIVE DIRECTOR, JFLV
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6108218946
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-03-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	037D3926E2108582D1778329FE909A42D9E15EED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	50.203.63.190
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ES
ReturnHeader/FilingSecurityInformation/IPTm	0	15:24:20
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	2019-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STEPHANIE E KANE CPA
ReturnHeader/ReturnTs	0	2019-03-29T14:58:16-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $355,327
Liabilities: $0
Net assets: $355,327
Revenue: $9,714
Expenses: $35,836
Net income: -$26,122

	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
2018Detailed filing. Detailed filing data is available for this year.	$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