Skip to content
Nonprofiteer
← FISCHMANN BERMAN FAMILY FUNDATION

Form 990 for tax year 2023

Filed by FISCHMANN BERMAN FAMILY FUNDATION.

Totals

Total revenue
$42,737
Total expenses
$48,050
Contributions and grants received
$29,964
Grants paid
$45,336
Program service revenue
$0
Investment income
$12,773
Other revenue
$0
Total assets, end of year
$629,625
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$629,625
Program services expenses (Part IX)
$45,336
Management and general expenses
$2,614
Fundraising expenses
$100
Program service expenses (Part III)
$45,336

Program services were 94.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $29,964

  • 3 · Investment income

    total $11,559 · excluded $11,559

  • 7a · Gross sales of assets other than inventory

    securities $1,214

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,214

  • 7d · Net gain or loss

    total $1,214 · excluded $1,214

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $45,336 · program services $45,336

  • 11f · Fees: investment management

    total $2,614 · management and general $2,614

  • 24a · Other expenses: OPERATING EXPENSES

    total $100 · fundraising $100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $986 · end of year $986

  • 11 · Investments: publicly traded securities

    beginning of year $553,968 · end of year $628,639

  • 27 · Net assets without donor restrictions

    beginning of year $554,954 · end of year $629,625

Mission and programs · 2023

Mission

TO RAISE FUNDS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES IN SUPPORT OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY AND ITS MISSION.

Activities or mission (Part I)

TO CONDUCT OR SUPPORT THE ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY.

  • TO CONDUCT OR SUPPORT THE ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY

    Expenses $45,336 · Grants $45,336

As filed on the 2023 return.

Listed in Part VII

  • ROBERTO FISCHMANN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • EILEEN FISCHMANN

    VICE CHAIRWOMAN

    Total calculated
    $0
    Hours/week
    0.25

  • JERILYN ZIMMERMAN

    SECRETARY/TREASURER

    Total calculated
    $219,081
    From this org
    $0
    From related orgs
    $208,406
    Other
    $10,675
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,406 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,675 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $219,081 related

  • JEFFREY BLINDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • JILL BLINDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
21 February 2025
IRS schema version
2023v6.0
Source object
202510599349300001

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.