THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 23-7174039)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-15
IRS object ID
202421079349300712
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-15T16:51:06-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223299874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKC CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line139 STATE ROUTE 12 STE 2AddressLine1Txt
CityFLEMINGTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08822ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237174039EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OFBusinessNameLine1Txt
Business Name Line2GREATER MERCER INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone6092409511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1457 NASSAU STREET SUITE 101AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCURTIS LOEBPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6092190555PhoneNum
Signature2024-04-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCURTISPersonFirstNm
Person LastLOEBPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE TESTA CPAPreparerPersonNm
PTINP01398867PTIN
Phone9087827900PhoneNum
Preparation2024-04-06PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCURTIS LOEBPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1457 NASSAU STREET SUITE 101AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,707,225GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FOUNDATIONJEWISH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1964FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTO PROMOTE ENDOWED PHILANTHROPY AND TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY AND OTHER CHARITABLE INSTITUTIONS.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers23TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,716,779PYContributionsGrantsAmt
CY Contributions Grants$1,319,119CYContributionsGrantsAmt
PY Program Service Revenue$150,765PYProgramServiceRevenueAmt
CY Program Service Revenue$134,056CYProgramServiceRevenueAmt
PY Investment Income$566,576PYInvestmentIncomeAmt
CY Investment Income$254,050CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,434,120PYTotalRevenueAmt
CY Total Revenue$1,707,225CYTotalRevenueAmt
PY Grants And Similar Paid$1,508,012PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,339,691CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$135,393PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$154,697CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$15,774CYTotalFundraisingExpenseAmt
PY Other Expenses$204,880PYOtherExpensesAmt
CY Other Expenses$85,305CYOtherExpensesAmt
PY Total Expenses$1,848,285PYTotalExpensesAmt
CY Total Expenses$1,579,693CYTotalExpensesAmt
PY Revenues Less Expenses$585,835PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$127,532CYRevenuesLessExpensesAmt
Total Assets BOY$13,517,816TotalAssetsBOYAmt
Total Assets EOY$14,968,369TotalAssetsEOYAmt
Total Liabilities BOY$3,926,574TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,773,171TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,591,242NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,195,198NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER, INC. IS LOCATED IN PRINCETON, NEW JERSEY. THE FOUNDATION IS ORGANIZED TO PROVIDE A CAPITAL FUND OR FUNDS TO FURTHER THE EDUCATIONAL RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY OF MERCER COUNTY, NEW JERSEY,PRINCETON, NEW JERSEY AND BUCKS COUNTY, PENNSYLVANIA. IN ORDER TO ACCOMPLISH THIS, IT MAY ESTABLISH FUNDS WHICH PROVIDE FOR EDUCATIONAL, RELIGIOUS, CHARITABLE AND SCIENTIFIC NEEDS BEYOND THAT OF THE JEWISH COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,480,363ExpenseAmt
Grant$1,339,691GrantAmt
Revenue$134,056RevenueAmt
DescPROVIDE FUNDS TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY, INCLUDING SPECIFICALLY THE JEWISH COMMUNITY OF MERCER COUNTY AND PRINCETON, NEW JERSEY AND BUCKS COUNTY,PENNSYLVANIA.Desc
Total Program Service Expenses$1,480,363TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOYCE KALSTEINPersonNm
Phone6092409511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1457 NASSAU STREET SUITE 101AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
LINDA MEISEL
EXECUTIVE DI25.00Yes (X)$63,345$0$0
RON BERG
TRUSTEE0.50$0$0$0Yes (X)
HOWARD COHEN
TRUSTEE0.50$0$0$0Yes (X)
SUSAN FALCON
TRUSTEE1.00$0$0$0Yes (X)
MICHAEL FELDSTEIN
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
HARVEY FRAM
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
JOYCE KALSTEIN
TREASURER1.50Yes (X)$0$0$0Yes (X)
STEPHANIE KOREN
TRUSTEE0.50$0$0$0Yes (X)
MARCIA KRAKAUER
TRUSTEE0.50$0$0$0Yes (X)
STEVE LIEBERMAN
TRUSTEE0.50$0$0$0Yes (X)
CURTIS LOEB
PRESIDENT1.50Yes (X)$0$0$0Yes (X)
MICHAEL MANNING
TRUSTEE0.50$0$0$0Yes (X)
JEFFREY MILLER
TRUSTEE1.00$0$0$0Yes (X)
OLIVER JENSEN PIMLEY
TRUSTEE0.50$0$0$0Yes (X)
SCOTT SCHAEFER
PAST PRESIDE1.00Yes (X)$0$0$0Yes (X)
JAMES SCHRAGGER
TRUSTEE1.00$0$0$0Yes (X)
JILL SCHWARTZ-CHEVLIN
TRUSTEE1.00$0$0$0Yes (X)
ALEX SIMANOVSKY
TRUSTEE0.50$0$0$0Yes (X)
JOANNE SNOW
VICE PRESIDE0.50Yes (X)$0$0$0Yes (X)
JOSHUA WALDORF
TRUSTEE0.50$0$0$0Yes (X)
TIFFANY WILLNER
SECRETARY1.00Yes (X)$0$0$0Yes (X)
MARC WISOTSKY
TRUSTEE$0$0$0Yes (X)
WALTER YOSAFAT
MEMBER AT LAYes (X)$0$0$0Yes (X)
BRENDA ZLATIN
MEMBER AT LAYes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$63,345TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,319,119AllOtherContributionsAmt
Noncash Contributions$678,778NoncashContributionsAmt
Total Contributions$1,319,119TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEE INCOMEDesc
Total Revenue Column$134,056TotalRevenueColumnAmt
Related Or Exempt Func Income$134,056RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$134,056TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$222,043TotalRevenueColumnAmt
Exclusion$222,043ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$32,007SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$32,007SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,007TotalRevenueColumnAmt
Exclusion$32,007ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,707,225TotalRevenueColumnAmt
Related Or Exempt Func Income$134,056RelatedOrExemptFuncIncomeAmt
Exclusion$254,050ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,330,441TotalAmt
Program Services$1,330,441ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$9,250TotalAmt
Program Services$9,250ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$61,593TotalAmt
Program Services$40,036ProgramServicesAmt
Management And General$18,478ManagementAndGeneralAmt
Fundraising$3,079FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$77,496TotalAmt
Program Services$63,764ProgramServicesAmt
Management And General$7,170ManagementAndGeneralAmt
Fundraising$6,562FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,608TotalAmt
Program Services$11,648ProgramServicesAmt
Management And General$2,878ManagementAndGeneralAmt
Fundraising$1,082FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,650TotalAmt
Management And General$37,650ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,623TotalAmt
Program Services$10,218ProgramServicesAmt
Management And General$3,405ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,318TotalAmt
Program Services$3,055ProgramServicesAmt
Management And General$263ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,816TotalAmt
Program Services$7,743ProgramServicesAmt
Management And General$3,218ManagementAndGeneralAmt
Fundraising$855FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,200TotalAmt
Program Services$600ProgramServicesAmt
Management And General$600ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,026TotalAmt
Program Services$1,981ProgramServicesAmt
Management And General$849ManagementAndGeneralAmt
Fundraising$4,196FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$667TotalAmt
Program Services$667ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,805TotalAmt
Management And General$8,805ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescWEBSITE FEESDesc
Total$1,200TotalAmt
Program Services$960ProgramServicesAmt
Management And General$240ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,579,693TotalAmt
Program Services$1,480,363ProgramServicesAmt
Management And General$83,556ManagementAndGeneralAmt
Fundraising$15,774FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$356BOYAmt
EOY$24,256EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,562BOYAmt
EOY$6,517EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$50,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$667LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$9,333EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,522,356BOYAmt
EOY$10,089,152EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,978,542BOYAmt
EOY$4,789,111EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,517,816BOYAmt
EOY$14,968,369EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,543BOYAmt
EOY$36,195EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,902,031BOYAmt
EOY$4,736,976EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,926,574BOYAmt
EOY$4,773,171EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$399,874BOYAmt
EOY$382,029EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,191,368BOYAmt
EOY$9,813,169EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,591,242BOYAmt
EOY$10,195,198EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,517,816BOYAmt
EOY$14,968,369EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$127,532ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$779,388NetUnrlzdGainsLossesInvstAmt
Investment Expense-$45,585InvestmentExpenseAmt
Prior Period Adjustments-$257,379PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,261,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,074,509CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,289,023CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,716,779CurrentTaxYearMinus1YearAmt
Current Tax Year$1,319,119CurrentTaxYearAmt
Total$6,661,301TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,261,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,074,509CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,289,023CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,716,779CurrentTaxYearMinus1YearAmt
Current Tax Year$1,319,119CurrentTaxYearAmt
Total$6,661,301TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,377,701SubstantialContributorsTotAmt
Public Support Total170$4,283,600PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$164,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$224,238CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$324,743CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$237,314CurrentTaxYearMinus1YearAmt
Current Tax Year$222,043CurrentTaxYearAmt
Total$1,172,966TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$127,364CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$150,765CurrentTaxYearMinus1YearAmt
Total$278,129TotalAmt
FieldValueIRS element (for citing)
Total Support$8,112,396TotalSupportAmt
Gross Receipts Rltd Activities$134,056GrossReceiptsRltdActivitiesAmt
Public Support CY1700.52800PublicSupportCY170Pct
Public Support PY1700.55010PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME 278,129ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held83DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held38FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,276,545DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$30,114FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$975,519DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$363,315FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$4,536,153DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$5,481,352FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$167,597BeginningYearBalanceAmt
Investment Earnings Or Losses$450,308InvestmentEarningsOrLossesAmt
Other Expenditures-$3,892,525OtherExpendituresAmt
End Year Balance$4,510,430EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,607,049BeginningYearBalanceAmt
Investment Earnings Or Losses-$33,641InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,581GrantsOrScholarshipsAmt
Other Expenditures-$1,399,230OtherExpendituresAmt
End Year Balance$167,597EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,357,388BeginningYearBalanceAmt
Investment Earnings Or Losses$311,805InvestmentEarningsOrLossesAmt
Grants Or Scholarships$62,144GrantsOrScholarshipsAmt
End Year Balance$1,607,049EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$77,584BeginningYearBalanceAmt
Contributions$1,349,865ContributionsAmt
Investment Earnings Or Losses-$5,085InvestmentEarningsOrLossesAmt
Grants Or Scholarships$64,976GrantsOrScholarshipsAmt
End Year Balance$1,357,388EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$78,679BeginningYearBalanceAmt
Investment Earnings Or Losses$2,156InvestmentEarningsOrLossesAmt
Other Expenditures$3,251OtherExpendituresAmt
End Year Balance$77,584EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,000OtherCostOrOtherBasisAmt
Depreciation$667DepreciationAmt
Book Value$9,333BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,333TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
CUSTODIAL INVESTMENT ACCOUNTS$4,702,164
CASH VALUE OF LIFE INSURANCE$76,838
GIFT ANNUITY$5,412
CUSTODIAL GIFT ANNUITIES$4,697
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,789,111TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,441,028TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$779,388NetUnrealizedGainsInvstAmt
Revenue Not Reported$779,388RevenueNotReportedAmt
Revenue Subtotal$1,661,640RevenueSubtotalAmt
Investment Expenses Not Incld$45,585InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$45,585RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,707,225TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,579,693TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,579,693ExpensesSubtotalAmt
Total Expenses Per Form990$1,579,693TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART IV, LINE 2BTHE FOUNDATION HOLDS CASH AND CASH EQUIVALENTS, INVESTMENTS AND GIFT ANNUITIES ON BEHALF OF OTHER ORGANIZATIONS AS A FIDUCIARY AGENT FOR THE PURPOSE OF INVESTMENT MANAGEMENT ONLY.
SCHEDULE D, PAGE 3, PART XTHE ORGANIZATION FOLLOWS THE GUIDANCE OF ACCOUNTING STANDARDS CODIFICATION (ASU) TOPIC 740, ACCOUNTING FOR INCOME TAX PROVISIONS, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT, FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT, THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2USAddress/AddressLine2Txt
ABRAMS HEBREW ACADEMY
31 WEST COLLEGE AVENUEYARDLEYPA19067216001415501C3$18,523N/AN/ACHARITABLE PURPOSES
AMERICAN FRIENDS OF MAGEN DAVID ADO
352 SEVENTH AVENUE SUITE 400NEW YORKNY10001131790719501C3$6,500N/AN/ACHARITABLE PURPOSES
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022135563393501C3$29,350N/AN/ACHARITABLE PURPOSES
BETH EL SYNANGOGUE
50 MAPLE STREAM ROADEAST WINDSORNJ08520221909456501C3$18,474N/AN/ACHARITABLE PURPOSES
CONGREGATION BETH CHAIM
329 VILLAGE ROAD EASTPRINCETON JUNCTIONNJ08550237129982501C3$19,651N/AN/ACHARITABLE PURPOSES
GREENWOOD HOUSE
53 WALTER STREETEWINGNJ08628210639867501C3$110,309N/AN/ACHARITABLE PURPOSES
HOMEFRONT INC
1880 PRINCETON AVENUELAWRENCEVILLENJ08648223165145501C3$47,600N/AN/ACHARITABLE PURPOSES
JEWISH BROADCASTING SERVICE
PO BOX 360STAMFORDCT06904132974957501C3$15,000N/AN/ACHARITABLE PURPOSES
JEWISH CENTER
435 NASSAU STPRINCETONNJ08540216008282501C3$74,212N/AN/ACHARITABLE PURPOSES
JEWISH COMMUNITY FOUNDATION MERCER
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648237174039501C3$50,245N/AN/ACHARITABLE PURPOSES
JEWISH FAMILY & CHILDREN'S SERVICES
707 ALEXANDER ROAD SUITE 102PRINCETON JUNCTIONNJ08540210634563501C3$164,774N/AN/ACHARITABLE PURPOSES
JEWISH FEDERATION OF SARASOTA
580 MCINTOSH ROADSARASOTAFL34232591227747501C3$6,000N/AN/ACHARITABLE PURPOSES-MANATEE
JEWISH FEDERATION PRINCETON MERCER
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648232215070501C3$195,859N/AN/ACHARITABLE PURPOSES
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021131659627501C3$21,900N/AN/ACHARITABLE PURPOSES
JOSHUA HARR SHANE FOUNDATION
5 HIDDEN SPRINGS LANEEAST WINDSORNJ08520203549310501C3$21,000N/AN/ACHARITABLE PURPOSES
NEW ISRAEL FUND
PO BOX 177LEWISTONME04243942607722501C3$6,000N/AN/ACHARITABLE PURPOSES
SARASOTA FILM FESTIVAL
323 CENTRAL AVENUESARASOTAFL34236650826229501C3$6,000N/AN/ACHARITABLE PURPOSES
THE PENNSYLVANIA STATE UNIVERSITY
OFFICE OF GIFT PLANNINGUNIVERSITY PARKPA16802246000376501C3$13,537N/AN/ACHARITABLE PURPOSES214 103 BUILDING
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ086050872222392881501C3$11,578N/AN/ACHARITABLE PURPOSESBO BOX 872
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006133433452501C3$5,110N/AN/ACHARITABLE PURPOSES
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087134092050501C3$12,127N/AN/ACHARITABLE PURPOSES
RUTGERS UNIVERSITY FOUNDATION
355 GEORGE STREET STE 4000NEW BRUNSWICKNJ08901237318742501C3$18,845N/AN/ACHARITABLE PURPOSES
AUGUST CHIWY FOUNDATION
6345 HIBISCUS CTWESTERVILLEOH43081473298867501C3$10,000N/AN/ACHARITABLE PURPOSES
FOOTHILLS FOOD BANK
6038 E HIDDEN VALLEY DRIVECAVE CREEKAZ85331860619725501C3$10,000N/AN/ACHARITABLE PURPOSES
FOUNDATION FOR MORRISTOWN MEDICAL
475 SOUTH ST 1ST FLMORRISTOWNNJ07960223392808501C3$50,000N/AN/ACHARITABLE PURPOSESCENTER
FRIENDS OF HATZALAH
442 5TH AVE SUITE 1866NEW YORKNY10018113533002501C3$6,000N/AN/ACHARITABLE PURPOSES
ST MARY'F FOOD BANK
2831 N 31ST AVEPHOENIXAZ85009237353532501C3$6,000N/AN/ACHARITABLE PURPOSES
TEMPLE SHOLOM
300 E PUTMAN AVEGREENWICHCT06830060702619501C3$10,920N/AN/ACHARITABLE PURPOSES
UNION FOR REFORM JUDAISM
633 3RD AVE FL 7NEW YORKNY10017131663143501C 3$6,000N/AN/ACHARITABLE PURPOSES
UNITED JEWISH COMMUNITY OF
213 CARNGIE CENTERPRINCETONNJ08543232215070501C 3$8,860N/AN/ACHARITABLE PURPOSESPRINCETON MERCER BUCKS
WEITZMAN NATIONAL MUSEUM OF
101 SOUTH INDEPENDENCE MALLEAST PHILADEPHIAPA19106237379280501C 3$5,580N/AN/ACHARITABLE PURPOSESAMERICAN JEWISH HISTORY

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIP AWARDSGrantTypeTxt
Recipient11RecipientCnt
Cash Grant$9,250CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationALL DONATIONS ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE MADE TO 501(C)3 ORGANIZATIONS. THESE ORGANIZATIONS ARE REQUIRED BY THEIR NON EXEMPT STATUS, TO USE THE DONATIONS TO FURTHER THEIR CHARITABLE PURPOSE.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution51ContributionCnt
Noncash Contributions Rpt F990$678,778NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER, INC. IS LOCATED IN PRINCETON, NEW JERSEY. THE FOUNDATION IS ORGANIZED TO PROVIDE A CAPITAL FUND OR FUNDS TO FURTHER THE EDUCATIONAL RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY OF MERCER COUNTY, NEW JERSEY,PRINCETON, NEW JERSEY AND BUCKS COUNTY, PENNSYLVANIA. IN ORDER TO ACCOMPLISH THIS, IT MAY ESTABLISH FUNDS WHICH PROVIDE FOR EDUCATIONAL, RELIGIOUS, CHARITABLE AND SCIENTIFIC NEEDS BEYOND THAT OF THE JEWISH COMMUNITY.
FORM 990, PAGE 6, PART VI, LINE 11BCOPIES OF THE FORM 990 WILL BE PROVIDED OR AVAILABLE TO ALL MEMBERS OF THE BOARD BEFORE THE VOTE TO ACCEPT THE 990.
FORM 990, PAGE 6, PART VI, LINE 12CWE HAVE A WRITTEN CONFLICT OF INTEREST POLICY AND EVERY MEMBER OF THE BOARD SIGNS THAT THEY ARE NOT IN CONFLICT OF INTEREST. IF SOMEONE IS IN CONFLICT THEY SHOULD BE RECUSED FROM DEBATE AND VOTING FROM THE MATTER.
FORM 990, PAGE 6, PART VI, LINE 19ALL INFORMATION AVAILABLE UPON REQUEST

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