2024-09-06T13:39:33-05:00 2023-12-31 232415973 HERBEIN COMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2023-01-01 232198785 THE FOUNDATION FOR THE JEWISH FEDERATION OF READING FOUN 6109210624 1100 BERKSHIRE BLVD 125 WYOMISSING PA 19610 MICHAEL FROMM CHAIR 6109210624 2024-09-06 1 1 MARYBETH C OLREE CPA P01649853 6103781175 2024-08-29 2023 2024-08-08 14:25:15Z X MICHAEL FROMM 1100 BERKSHIRE BLVD 125 WYOMISSING PA 19610 3759563 0 X N/A X 1981 PA TO PROVIDE FINANCIAL SUPPORT TO THE JEWISH FEDERATION OF READING AND TO SUPPORT THE RELIGIOUS, EDUCATIONAL, AND CHARITABLE PURPOSES AND ACTIVITIES OF THE FEDERATION. 5 5 0 60 0 0 30084 0 -112089 0 -82005 365820 0 0 0 0 630942 996762 -1078767 10861184 313570 10547614 X TO PROVIDE FINANCIAL SUPPORT TO THE JEWISH FEDERATION OF READING AND TO SUPPORT THE RELIGIOUS, EDUCATIONAL, AND CHARITABLE PURPOSES AND ACTIVITIES OF THE FEDERATION. 1 0 884938 365820 TO PROVIDE FINANCIAL SUPPORT TO THE JEWISH FEDERATION OF READING AND TO SUPPORT THE RELIGIOUS, EDUCATIONAL, AND CHARITABLE PURPOSES AND ACTIVITIES OF THE FEDERATION. 884938 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X THE ORGANIZATION 6109210624 1100 BERKSHIRE BLVD 125 WYOMISSING PA 19610 GORDON PERLMUTTER CHAIR 1.00 X X 0 0 0 VIC HAMMEL VICE CHAIR 1.00 X X 0 0 0 MICHAEL FROMM TREASURER 1.00 X X 0 0 0 ANDY WERNICK DIRECTOR 1.00 X 0 0 0 JILL SKAIST THRU MARCH DIRECTOR 1.00 X 0 0 0 ROBERT CASTER AS OF APRIL SECRETARY 1.00 X 0 0 0 BRIAN CHARTOCK CEO 1.00 40.00 X 0 125000 0 0 125000 0 0 0 0 0 0 30084 30084 239731 239731 3489748 3841568 -351820 -351820 -351820 -82005 -351820 0 239731 365820 365820 39048 4970 34078 718 718 3000 3000 74028 74028 4000 4000 FEDERATION SUPPORT 510148 510148 996762 884938 111824 0 500 5640 10855044 0 10861184 313570 0 313570 X 9962836 584778 0 10547614 0 10861184 X -1078767 806734 10819647 X X 1 X 0 1 0 X X 1 JEWISH FEDERATION OF READING PA INC 231728784 7 1 875968 0 1 875968 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 5A: THE FOUNDATION ADDED THE JEWISH FEDERATION OF READING, PA, INC. (EIN 23-1728784) AS A SUPPORTED ORGANIZATION DURING 2023. THE FOUNDATION WAS PREVIOUSLY INACTIVE AND REORGANIZED WITH A TRANSFER OF ASSETS FROM THE JEWISH FEDERATION OF READING, PA, INC. RECEIVED IN 2023. THE SUPPORTING ORGANIZATION WAS ADDED WITH THE BOARD APPROVAL OF THE REVISED BYLAWS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7442040 426336 3733 7864643 0.98964 0.01036 0 0 0 PART V, LINE 4: THE ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES AND INCLUDES DONOR RESTRICTED FUNDS AND BOARD DESIGNATED FUNDS. ENDOWMENT FUND INCOME IS EXPENDABLE TO SUPPORT ANY PROGRAMS OF THE FOUNDATION'S SUPPORTED ORGANIZATION UNLESS SPECIFFICALLY RESTRICTED BY DONORS. DURING 2023 THE JEWISH FEDERATION OF READING, PA, INC. TRANSFERED $7,442,040 OF ENDOWMENT FUNDS TO THE FOUNDATION. 1 JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY 17TH FLOOR NEW YORK NY 10004 131624240 501 (C) (3) 313570 0 UKRAINE EMERGENCY CAMPAIGN UNITED WAY OF BERKS COUNTY 25 NORTH 2ND STREET SUITE 101 READING PA 19601 231655375 501 (C) (3) 20000 0 SUPPORT THE COMMUNITY SURROUNDING THE ORGANIZATION 2 PART I, LINE 2: FUNDS ARE AWARDED BASED ON AN APPROVED ANNUAL SPENDING POLICY TO THE JEWISH FEDERATION OF READING AS THE SUPPORTED ORGANIZATION, BASED ON REQUESTS FOR AWARDS FROM DONOR ADVISED FUNDS, AND OTHER BOARD APPROVED USES. THE FOUNDATION'S BOARD AND MANAGEMENT OF THE JEWISH FEDERATION OF READING PROVIDE OVERSITE OF THE USE OF THE AWARDS. FORM 990, PART III, LINE 2 THE FOUNDATION FOR THE JEWISH FEDERATION OF READING BEGAN REORGAIZATION DURING 2022 AND CHANGED ITS NAME FROM READING JEWISH COMMUNITY CENTER FOUNDATION WHICH HAD BEEN INACTIVE. DURING 2023 THE JEWISH FEDERATION OF READING, PA, INC. TRANSFERRED $10,819,647 OF ASSETS TO THE FOUNDATION FOR THE JEWEISH FEDERATION OF READING AND THE FOUNDATION FOR THE JEWISH FEDERATION OF READING BEGAN PROGRAM SERVICES AGAIN IN 2023. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION FOR THE JEWEISH FEDERATION OF READING BEGAN REORGAIZATION DURING 2022 AND CHANGED ITS NAME FROM READING JEWISH COMMUNITY CENTER FOUNDATION WHICH HAD BEEN INACTIVE. DURING 2022 THE FOUNDATION ESTABLISHED A NEW SET OF BYLAWS AND COMPLETED THE ORGANIZATIONS NAME CHANGE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SUBMITTED TO THE BOARD 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 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 FROM RELATED ORGANIZATION 10,819,647. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S BOARD OF DIRECTORS APPROVES THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE BOARD ALSO REVIEWS THE PREPARED ANNAUL FINANCIAL STATEMENTS AND ACCEPTS THEM VIA BOARD APPROVAL. JEWISH FEDERATION OF READING PA INC 1100 BERKSHIRE BLVD SUITE 125 WYOMISSING PA 19610 231728784 TO SUPPORT THE JEWISH COMMUNITY IN READING/BERKS COUNTY PA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 JEWISH FEDERATION OF READING PA INC P 39048 CASH JEWISH FEDERATION OF READING PA INC R 510148 CASH JEWISH FEDERATION OF READING PA INC S 10819647 CASH AND FMV INVESTMENTS