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← FISCHMANN BERMAN FAMILY FUNDATION

Form 990 for tax year 2022

Filed by FISCHMANN BERMAN FAMILY FUNDATION.

Totals

Total revenue
$40,959
Total expenses
$49,516
Contributions and grants received
$28,958
Grants paid
$47,076
Program service revenue
$0
Investment income
$12,001
Other revenue
$0
Total assets, end of year
$554,954
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$554,954
Program services expenses (Part IX)
$47,076
Management and general expenses
$2,340
Fundraising expenses
$100
Program service expenses (Part III)
$47,076

Program services were 95.1% 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

    $28,958

  • 1g · Noncash contributions included above

    $28,958

  • 3 · Investment income

    total $10,910 · excluded $10,910

  • 7a · Gross sales of assets other than inventory

    securities $1,091

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

    securities $0

  • 7c · Gain or loss

    securities $1,091

  • 7d · Net gain or loss

    total $1,091 · excluded $1,091

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $47,076 · program services $47,076

  • 11f · Fees: investment management

    total $2,340 · management and general $2,340

  • 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 $507,112 · end of year $553,968

  • 27 · Net assets without donor restrictions

    beginning of year $508,098 · end of year $554,954

Mission and programs · 2022

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 $47,076 · Grants $47,076

As filed on the 2022 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
    $197,740
    From this org
    $0
    From related orgs
    $192,540
    Other
    $5,200
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,540 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,200 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $197,740 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
2022
Filed
15 April 2024
IRS schema version
2022v5.0
Source object
202401099349300410

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