2024-09-06T13:39:33-05:00 2023-12-31 232415973 HERBEIN COMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2023-01-01 231728784 JEWISH FEDERATION OF READING PA INC JEWI 6109210624 1100 BERKSHIRE BLVD 125 WYOMISSING PA 19610 SHEILA BORNSTEIN CHAIR 6109210624 2024-09-06 1 1 MARYBETH C OLREE CPA P01649853 6103781175 2024-08-29 2023 2024-08-08 14:25:15Z SHEILA BORNSTEIN 1100 BERKSHIRE BLVD 125 WYOMISSING PA 19610 2067574 0 X WWW.READINGJEWISHCOMMUNITY.ORG X 1933 PA MANAGE AND FUND PROGRAMS LIKE JEWISH FAMILY SERVICES, JCC EVENTS AND ACTIVITIES AND RAISES FUNDS THROUGH AN ANNUAL CAMPAIGN THAT BENEFITS THE READING JEWISH COMMUNITY, ISREAL AND JEWISH PEOPLE AROUND THE WORLD. X 20 20 19 60 0 0 449461 787171 114884 128119 -74129 72279 7667 555890 497883 1543459 232241 376367 0 0 501589 574926 0 0 87346 647278 486924 1381108 1438217 -883225 105242 11653079 1445409 182548 319576 11470531 1125833 TO CULTIVATE A VIBRANT, HEALTHY JEWISH COMMUNITY, INSPIRE GREATER JEWISH IDENTITY, AND PROMOTE DEEPER UNDERSTANDING AND STRONGER CONNECTIONS BETWEEN JEWS AND NON-JEWS IN READING/BERKS COUNTY. 0 0 263723 1084 COMMUNITY RELATIONS, LEADERSHIP DEVELOPMENT COMMITTEE, JEWISH FAMILY SERVICE AND SPECIFIC ASSISTANCE PROGRAMS INCLUDING: GRATZ HEBREW HIGH SCHOOL OF READING (A CHAPTER PROGRAM OFFERED TO ANY JEWISH CHILD IN THE AREA), PJ LIBRARY (PROVIDES JEWISH THEMED BOOKS TO CHILDREN 6 MONTHS THROUGH 8 YEARS; SERVED AT LEAST 60 HOUSEHOLDS) AND SERVING THE FOOD PANTRY (SERVES HUNDREDS OF JEWISH FAMILIES EACH MONTH; INCLUDES AN EMERGENCY FOOD PANTRY). 787556 375283 32268 OTHER PROGRAMS- INCLUDING BUT NOT LIMITED TO COMMUNITY PARTNERSHIPS WITH AREA COLLEGES AND UNIVERSITIES AND THE SHARED INITIATIVE WITH THE HOLOCAUST LIBRARY RESOURCE CENTER AT ALBRIGHT COLLEGE. 145484 95851 THE LAKIN PRESCHOOL PROVIDES PRESCHOOL AND EDUCATIONAL PROGRAMMING FOR TODDLERS AGE 2 TO CHILDREN IN PREK PLUS UP TO AGE 6. 1196763 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 0 1 10 0 1 19 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA VA FL X X THE ORGANIZATION 6109210624 1100 BERKSHIRE BLVD 125 WYOMISSING PA 19610 SHEILA BORNSTEIN CHAIRPERSON 1.00 X X 0 0 0 JENNIFER KOOSED 1ST VICE CHAIR 1.00 X X 0 0 0 SUE WILSON 2ND VICE CHAIR 1.00 X X 0 0 0 PAUL SCHWARTZ DIRECTOR/TREASURER BEGINNING JULY 1.00 X X 0 0 0 DEBBIE GOLDBERG SECRETARY 1.00 X X 0 0 0 JAMES ROTHSTEIN DIRECTOR 1.00 X 0 0 0 JACOB GURWITZ DIRECTOR 1.00 X 0 0 0 LUBA KARCHEVSKY DIRECTOR 1.00 X 0 0 0 MICHELE LEISAWITZ DIRECTOR 1.00 X 0 0 0 DR IRV EHRLICH DIRECTOR 1.00 X 0 0 0 RONALD BERMAN DIRECTOR 1.00 X 0 0 0 JESSICA LEISAWITZ DIRECTOR 1.00 X 0 0 0 LEAH ROTENBERG DIRECTOR 1.00 X 0 0 0 JONATHAN AVINS DIRECTOR 1.00 X 0 0 0 RABBI YOSEF LIPSKER DIRECTOR 1.00 X 0 0 0 CANTOR TED PROSNITZ DIRECTOR 1.00 X 0 0 0 RABBI BRIAN MICHELSON DIRECTOR 1.00 X 0 0 0 HAIA MAZUZ CHAIR THRU JUNE/IMMEDIATE PAST CHAIR BEGIN JULY 1.00 X X 0 0 0 SUE FARRARA DIRECTOR 1.00 X 0 0 0 JONATHAN SIMON DIRECTOR THRU JUNE 1.00 X 0 0 0 ROBERT CASTER IMMEDIATE PAST CHAIR THRU MARCH 1.00 X 0 0 0 RADENE GORDON BECK TREASURER THRU JUNE 1.00 X 0 0 0 BRIAN CHARTOCK PRESIDENT/CEO 40.00 X 125000 0 0 125000 0 0 1 0 0 0 0 85902 17190 684079 127227 787171 PRESCHOOL 611600 95851 95851 VARIOUS PROGRAMMING 900099 32268 32268 128119 34099 34099 562295 524115 38180 38180 38180 FOUNDATION TRANSFERS 900099 510148 510148 MANAGEMENT FEES 900099 39048 39048 MISC INCOME 900099 6694 6694 555890 1543459 684009 0 72279 376367 376367 125000 59500 47625 17875 386668 342131 12895 31642 8315 706 4185 3424 13617 13617 41326 32579 4811 3936 1845 1476 369 53310 27287 20811 5212 3864 3864 14625 14625 33302 18179 9074 6049 23540 10439 9174 3927 108335 78846 20650 8839 4931 300 4307 324 4826 3861 965 26495 24484 1106 905 EDUCATION PROGRAMS 72160 72160 OTHER PROGRAMMING 59155 58664 457 34 JEWISH FAMILY SERVICES 35170 35170 PRINTING AND ADVERTISIN 21247 19933 788 526 24119 11776 9024 3319 1438217 1196763 154108 87346 717 285 105150 363315 49228 100 9715 8585 18050 876 137061 123071 13410 13990 11450426 1057764 6383 494 11653079 1445409 176165 319082 6383 494 182548 319576 X 10893277 1125733 577254 100 11470531 1125833 11653079 1445409 X 105242 369707 -10819647 X X 1 X 0 1 0 X 441495 656143 578418 449461 787171 2912688 441495 656143 578418 449461 787171 2912688 264190 2648498 196189 264714 217266 231504 34099 943772 17 928 7667 555890 564502 4420962 0.59910 0.60910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8270340 445018 7821603 893755 10315205 246672 -1657526 634011 8270340 9309416 255835 1278268 528314 10315205 8719483 620664 1073195 1103926 9309416 8774570 479447 264290 798824 8719483 1.00000 0 1 1 137061 123071 13990 13990 OPERATING LEASE LIABILITY 494 494 X PART V, LINE 4: THE ENDOWMENT CONSISTS OF BOARD DESIGNATED FUNDS. ENDOWMENT FUND INCOME IS EXPENDABLE TO SUPPORT ANY PROGRAMS OF THE ORGANIZATION. DURING 2023 THE FEDERATION TRANSFERED $7,442,040 OF ENDOWMENT FUNDS TO THE FOUNDATION FOR THE JEWISH FEDERATION OF READING. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ANNUALLY FILES FEDERAL AND STATE INFORMATION RETURNS AS REQUIRED. THERE IS NO CURRENT YEAR PROVISION FOR FEDERAL OR STATE INCOME TAXES. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, AS REQUIRED. 1 AMERICAN FRIENDS OF MEIR PANIM 88 WALTON ST SUITE B1 BROOKLYN NY 11206 201582478 501(C)(3) 6000 0 SUPPORT THE COMMUNITY SURROUNDING THE ORGANIZATION THE JEWISH FEDERATIONS OF NORTH AMERICA INC 25 BROADWAY 17TH FLOOR NEW YORK NY 10004 131624240 501(C)(3) 327258 0 SUPPORT THE COMMUNITY SURROUNDING THE ORGANIZATION CHABAD LUBAVITCH OF BERKS COUNTY 2320 HAMPDEN BOULEVARD READING PA 19604 205494687 501(C)(3) 10000 0 TO ENHANCE SECURITY DUE TO THE WAR IN ISRAEL REFORM CONGREGATION OHEB SHOLOM 555 WARWICK DR WYOMISSING PA 19610 231664967 501(C)(3) 20000 0 TO ENHANCE SECURITY DUE TO THE WAR IN ISRAEL 4 0 PART I, LINE 2: THE JEWISH FEDERATION OF READING CHECKS TO SEE IF THE ORGANIZATION RECEIVING THE FUNDS IS A 501(C)(3) ORGANIZATION AND IF THEIR ADDRESS IS WITHIN THE UNITED STATES. X 3 127227 FAIR MARKET VALUE 0 0 0 CASH AND INVESTMENTS 2023-01-25 10819647 CASH AND VALUE OF INVESTMENTS PER THIRD PARTY INVESTMENT CUSTODIAN 232198785 THE FOUNDATION FOR THE JEWISH FEDERATION OF READING 1100 BERKSHIRE BLVD WYOMISSING PA 19610 501 (C)(3) 1 0 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: ROBERT CASTER PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: ROBERT CASTER ENDED HIS TERM EARLY AS A BOARD MEMBER OF THE JEWISH FEDERATION OF READING AND BECAME A BOARD MEMBER OF THE FOUNDATION FOR THE JEWISH FEDERATION OF READING APRIL 1, 2023. FORM 990, PART VI, SECTION A, LINE 2 MICHELLE LEISAWITZ AND JESSICA LEISAWITZ ARE SISTER-IN-LAWS. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERSHIP IN THE FEDERATION. AN INDIVIDUAL MEMBER SHALL BE ANY JEWISH PERSON 18 YEARS OF AGE, OR OVER, WHO HAS MADE AN ACCEPTABLE CONTRIBUTION OF REAL OR PERSONAL PROPERTY TO THE ANNUAL FUND RAISING CAMPAIGN OF THE FEDERATION. SUCH MEMBERSHIP SHALL CONTINUE THROUGH THE CURRENT FISCAL YEAR IN WHICH THE CONTRIBUTION IS MADE. A CONTRIBUTION SHALL BE DEEMED ACCEPTABLE UNLESS OTHERWISE DETERMINED BY THE BOARD OF DIRECTORS. SPOUSES (EITHER JEWISH OR NON-JEWISH) OF CONTRIBUTORS SHALL ALSO BE CONSIDERED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WILL HAVE THE RIGHT TO VOTE AT THE ANNUAL MEETING OR SPECIAL MEETINGS OF THE FEDERATION, WHICH IS WHEN NEW OFFICERS ARE ELECTED. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS SHALL HAVE THE RIGHT TO VOTE AT THE ANNUAL MEETING OR SPECIAL MEETINGS OF THE FEDERATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SUBMITTED TO THE FINANCE COMMITTEE FOR APPROVAL BEFORE SUBMITTING TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE MEMBERS OF THE BOARD OF DIRECTORS. THEY MUST COMPLETE, SIGN AND RETURN IT TO THE FEDERATION AT THE SEPTEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE ANNUAL REVIEW PROCESS IS USED TO DETERMINE COMPENSATION OF THE INDIVIDUALS HOLDING THE POSITIONS NAMED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE ORGANIZATION. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO RELATED FOUNDATION -10,819,647. FORM 990, PART XII, LINE 2C: NO CHANGES IN THE PROCESS FROM THE PRIOR YEAR. THE FOUNDATION FOR THE JEWISH FEDERATION OF READING 1100 BERKSHIRE BLVD SUITE 125 WYOMISSING PA 19610 232198785 TO SUPPORT THE JEWISH FEDERATION OF READING, PA, INC. PA 501(C)(3) LINE 12A, I JEWISH FEDERATION OF READING PA INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 THE FOUNDATION FOR THE JEWISH FEDERATION OF READING R 10819647 CASH AND FMV OF INVESTMENTS THE FOUNDATION FOR THE JEWISH FEDERATION OF READING Q 39048 CASH THE FOUNDATION FOR THE JEWISH FEDERATION OF READING S 510148 CASH