THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 23-7174039)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-01-31
IRS object ID
202500319349300125
Schema version
2023v6.0
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)
Return2025-01-31T15:26:14-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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
Signature2025-01-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE TESTA CPAPreparerPersonNm
PTINP01398867PTIN
Phone9087827900PhoneNum
Preparation2025-01-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$2,899,108GrossReceiptsAmt
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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,319,119PYContributionsGrantsAmt
CY Contributions Grants$2,441,536CYContributionsGrantsAmt
PY Program Service Revenue$134,056PYProgramServiceRevenueAmt
CY Program Service Revenue$155,613CYProgramServiceRevenueAmt
PY Investment Income$254,050PYInvestmentIncomeAmt
CY Investment Income$301,959CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,707,225PYTotalRevenueAmt
CY Total Revenue$2,899,108CYTotalRevenueAmt
PY Grants And Similar Paid$1,339,691PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,610,931CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$154,697PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$153,125CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$19,286CYTotalFundraisingExpenseAmt
PY Other Expenses$85,305PYOtherExpensesAmt
CY Other Expenses$217,857CYOtherExpensesAmt
PY Total Expenses$1,579,693PYTotalExpensesAmt
CY Total Expenses$1,981,913CYTotalExpensesAmt
PY Revenues Less Expenses$127,532PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$917,195CYRevenuesLessExpensesAmt
Total Assets BOY$14,968,369TotalAssetsBOYAmt
Total Assets EOY$18,275,593TotalAssetsEOYAmt
Total Liabilities BOY$4,824,887TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,175,306TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,143,482NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,100,287NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionJEWISH COMMUNITY FOUNDATION OF GREATER MERCER, INC., FORMERLY THE JEWISH COMMUNITY FOUNDATION OF PRINCETON MERCER BUCKS, NJ/PA (THE FOUNDATION), IS LOCATED IN PRINCETON, NEW JERSEY AND IS ORGANIZED TO PROVIDE A CAPITAL FUND OR FUNDS TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY, INCLUDING SPECIFICALLY THE JEWISH COMMUNITY OF MERCER, SOMERSET, HUNTERDON AND WARREN COUNTIES IN NEW JERSEY, AND BUCKS COUNTY IN 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$1,892,063ExpenseAmt
Grant$1,610,931GrantAmt
Revenue$155,613RevenueAmt
DescPROVIDE FUNDS TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY, INCLUDING SPECIFICALLY THE JEWISH COMMUNITY OF MERCER, SOMERSET, HUNTERDON AND WARREN COUNTIES IN NEW JERSEY, AND BUCKS COUNTY IN PENNSYLVANIA.Desc
Total Program Service Expenses$1,892,063TotalProgramServiceExpensesAmt
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
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 (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
LINDA MEISEL
EXECUTIVE DI25.00Yes (X)$61,751$0$0
HOWARD COHEN
TRUSTEE0.50$0$0$0Yes (X)
SUSAN FALCON
TRUSTEE0.50$0$0$0Yes (X)
MICHAEL FELDSTEIN
VICE PRESIDE0.50Yes (X)$0$0$0Yes (X)
HARVEY FRAM
VICE PRESIDE0.50Yes (X)$0$0$0Yes (X)
JOYCE KALSTEIN
TREASURER0.50Yes (X)$0$0$0Yes (X)
STEPHANIE KOREN
TRUSTEE0.50$0$0$0Yes (X)
MARCIA KRAKAUER
TRUSTEE0.50$0$0$0Yes (X)
CURTIS LOEB
PRESIDENT0.50Yes (X)$0$0$0Yes (X)
MICHAEL MANNING
TRUSTEE0.50$0$0$0Yes (X)
JEFFREY MILLER
TRUSTEE0.50$0$0$0Yes (X)
OLIVER JENSEN PIMLEY
TRUSTEE0.50$0$0$0Yes (X)
SCOTT SCHAEFER
PAST PRESIDE0.50Yes (X)$0$0$0Yes (X)
JAMES SCHRAGGER
TRUSTEE0.50$0$0$0Yes (X)
JILL SCHWARTZ-CHEVLIN
TRUSTEE0.50$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
SECRETARY0.50Yes (X)$0$0$0Yes (X)
MARC WISOTSKY
TRUSTEE0.50$0$0$0Yes (X)
WALTER YOSAFAT
MEMBER AT LA0.50Yes (X)$0$0$0Yes (X)
BRENDA ZLATIN
MEMBER AT LA0.50Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$61,751TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,441,536AllOtherContributionsAmt
Noncash Contributions$1,741,228NoncashContributionsAmt
Total Contributions$2,441,536TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEE INCOMEDesc
Total Revenue Column$155,613TotalRevenueColumnAmt
Related Or Exempt Func Income$155,613RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$155,613TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$301,959TotalRevenueColumnAmt
Exclusion$301,959ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,899,108TotalRevenueColumnAmt
Related Or Exempt Func Income$155,613RelatedOrExemptFuncIncomeAmt
Exclusion$301,959ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,603,381TotalAmt
Program Services$1,603,381ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$7,550TotalAmt
Program Services$7,550ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$63,129TotalAmt
Program Services$50,504ProgramServicesAmt
Management And General$9,469ManagementAndGeneralAmt
Fundraising$3,156FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$75,048TotalAmt
Program Services$66,133ProgramServicesAmt
Management And General$2,581ManagementAndGeneralAmt
Fundraising$6,334FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,948TotalAmt
Program Services$12,617ProgramServicesAmt
Management And General$1,304ManagementAndGeneralAmt
Fundraising$1,027FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,699TotalAmt
Program Services$7,699ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,900TotalAmt
Management And General$38,900ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$126,158TotalAmt
Program Services$120,158ProgramServicesAmt
Management And General$6,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,969TotalAmt
Program Services$6,059ProgramServicesAmt
Management And General$910ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,655TotalAmt
Program Services$7,993ProgramServicesAmt
Management And General$2,144ManagementAndGeneralAmt
Fundraising$518FundraisingAmt

Occupancy OccupancyGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,432TotalAmt
Program Services$5,910ProgramServicesAmt
Fundraising$522FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,139TotalAmt
Program Services$2,139ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,776TotalAmt
Management And General$8,776ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING EVENTS EXPENS$7,729$7,729
WEBSITE FEES$1,200$960$240

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,981,913TotalAmt
Program Services$1,892,063ProgramServicesAmt
Management And General$70,564ManagementAndGeneralAmt
Fundraising$19,286FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$24,256BOYAmt
EOY$5,491EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,517BOYAmt
EOY$5,286EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt
EOY$45,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,188LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,806LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,333BOYAmt
EOY$8,382EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,037,436BOYAmt
EOY$11,965,891EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,840,827BOYAmt
EOY$6,245,543EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,968,369BOYAmt
EOY$18,275,593EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$36,195BOYAmt
EOY$18,847EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$4,788,692BOYAmt
EOY$6,156,459EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,824,887BOYAmt
EOY$6,175,306EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$382,029BOYAmt
EOY$416,776EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,761,453BOYAmt
EOY$11,683,511EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,143,482BOYAmt
EOY$12,100,287EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,968,369BOYAmt
EOY$18,275,593EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$917,195ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,039,610NetUnrlzdGainsLossesInvstAmt
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$1,074,509CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,289,023CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,716,779CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,319,119CurrentTaxYearMinus1YearAmt
Current Tax Year$2,441,536CurrentTaxYearAmt
Total$7,840,966TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,074,509CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,289,023CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,716,779CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,319,119CurrentTaxYearMinus1YearAmt
Current Tax Year$2,441,536CurrentTaxYearAmt
Total$7,840,966TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,575,726SubstantialContributorsTotAmt
Public Support Total170$5,265,240PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$224,238CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$324,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$237,314CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$222,043CurrentTaxYearMinus1YearAmt
Current Tax Year$301,959CurrentTaxYearAmt
Total$1,310,297TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$127,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$150,765CurrentTaxYearMinus2YearsAmt
Total$278,129TotalAmt
FieldValueIRS element (for citing)
Total Support$9,429,392TotalSupportAmt
Gross Receipts Rltd Activities$289,669GrossReceiptsRltdActivitiesAmt
Public Support CY1700.55840PublicSupportCY170Pct
Public Support PY1700.52800PublicSupportPY170Pct
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 Held84DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held41FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$2,329,625DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$16,800FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,270,643DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$368,628FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$6,112,459DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$5,859,018FundsAndOtherAccountsVlEOYAmt
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$4,510,430BeginningYearBalanceAmt
Contributions$15,000ContributionsAmt
Investment Earnings Or Losses$510,965InvestmentEarningsOrLossesAmt
Grants Or Scholarships$277,801GrantsOrScholarshipsAmt
End Year Balance$4,758,594EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,188OtherCostOrOtherBasisAmt
Depreciation$139DepreciationAmt
Book Value$1,049BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,000OtherCostOrOtherBasisAmt
Depreciation$2,667DepreciationAmt
Book Value$7,333BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,382TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
CUSTODIAL INVESTMENT ACCOUNTS$6,151,812
CASH VALUE OF LIFE INSURANCE$84,139
GIFT ANNUITY$4,945
CUSTODIAL GIFT ANNUITIES$4,647
FieldValueIRS element (for citing)
Total Book Value Other Assets$6,245,543TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,836,560TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,039,610NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,039,610RevenueNotReportedAmt
Revenue Subtotal$2,796,950RevenueSubtotalAmt
Investment Expenses Not Incld$102,158InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$102,158RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,899,108TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,879,755TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,879,755ExpensesSubtotalAmt
Investment Expenses Not Incld2$102,158InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$102,158ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,981,913TotalExpensesPerForm990Amt

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, FO 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 INOCOME TAXES HAS BEEN RECORDED.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (42 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ABRAMS HEBREW ACADEMY
31 WEST COLLEGE AVENUEYARDLEYPA19067216001415501C3$9,692N/AN/ACHARITABLE PURPOSES
AMERICAN FRIENDS OF MAGEN DAVID ADO
352 SEVENTH AVENUE SUITE 400NEW YORKNY10001131790719501C3$12,800N/AN/ACHARITABLE PURPOSES
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022135563393501C3$199,550N/AN/ACHARITABLE PURPOSES
BETH EL SYNANGOGUE
50 MAPLE STREAM ROADEAST WINDSORNJ08520221909456501C3$13,443N/AN/ACHARITABLE PURPOSES
CENTRAL FUND OF ISRAEL
461 CENTRAL AVENUECEDARHURSTNY11516132992985501C3$15,250N/AN/ACHARITABLE PURPOSES
CONGREGATION BETH CHAIM
329 VILLAGE ROAD EASTPRINCETON JUNCTIONNJ08550237129982501C3$15,686N/AN/ACHARITABLE PURPOSES
GREENWOOD HOUSE
53 WALTER STREETEWINGNJ08628210639867501C3$95,021N/AN/ACHARITABLE PURPOSES
HOMEFRONT INC
1880 PRINCETON AVENUELAWRENCEVILLENJ08648223165145501C3$44,450N/AN/ACHARITABLE PURPOSES
JEWISH CENTER
435 NASSAU STPRINCETONNJ08540216008282501C3$96,429N/AN/ACHARITABLE PURPOSES
JEWISH COMMUNITY FOUNDATION MERCER
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648237174039501C3$79,176N/AN/ACHARITABLE PURPOSES
JEWISH EDUCATION IN MEDIA
PO BOX 180RIVERDALE STATIONNY10471132974957501C3$15,000N/AN/A
JEWISH FAMILY & CHILDREN'S SERVICES
707 ALEXANDER ROAD SUITE 102PRINCETON JUNCTIONNJ08540210634563501C3$222,459N/AN/ACHARITABLE PURPOSES
JEWISH FEDERATION PRINCETON MERCER
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648232215070501C3$188,265N/AN/ACHARITABLE PURPOSES
TEMPLE BETH -EL HILLSBOROUGH
67 US JIGHWAY 2016HILLSBOROUGHNJ08844226082731501C3$20,929N/AN/ACHARITABLE PURPOSES
THE PENNSYLVANIA STATE UNIVERSITY
OFFICE OF GIFT PLANNINGUNIVERSITY PARKPA16802246000376501C3$13,225N/AN/ACHARITABLE PURPOSES214 103 BUILDING
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ086050872222392881501C3$13,776N/AN/ACHARITABLE PURPOSESBO BOX 872
WOMANSPACE INC
1530 BRUNSWICK AVENUELAWRENCEVILLENJ08648222172522501C3$8,000N/AN/ACHARITABLE PURPOSES
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006133433452501C3$5,200N/AN/ACHARITABLE PURPOSES
FOOTHILLS FOOD BANK
6038 E HIDDEN VALLEY DRIVECAVE CREEKAZ85331860619725501C3$10,000N/AN/ACHARITABLE PURPOSES
ST MARY'F FOOD BANK
2831 N 31ST AVEPHOENIXAZ85009237353532501C3$6,000N/AN/ACHARITABLE PURPOSES
WEITZMAN NATIONAL MUSEUM OF
101 SOUTH INDEPENDENCE MALLEAST PHILADEPHIAPA19106237379280501C 3$5,580N/AN/ACHARITABLE PURPOSESAMERICAN JEWISH HISTORY
ARM IN ARM INC
1 N JOHNSTON AVE SUITE 230HAMILTON TWPNJ08609223198464501C 3$6,600N/AN/ACHARITABLE PURPOSES
BOYS & GIRLS CLUB OF MERCER COUNTY
1040 SPRUCE STLAWRENCE TWPNJ08648210634556501C 3$5,600N/AN/ACHARITABLE PURPOSES
EZRAS PROMISE
7118 N 7TH STPHOENIXAZ85020475645369501C 3$10,000N/AN/ACHARITABLE PURPOSES
CHABAD OF THE WINDSORS INC
1302 WINDSOR EDINBURG ROADWEST WINDSORNJ08550223761742501C 3$6,360N/AN/ACHARITABLE PURPOSES
FRIENDS OF THE INSTITUTE FOR
1 EINSTEIN STPRINCETONNJ08540210634988501C 3$7,000N/AN/ACHARITABLE PURPOSESADVANCED STUDY
GENESIS 123 FOUNDATION
33 HAGEMAN LANEPRINCETONNJ08540830889162501C 3$10,000N/AN/ACHARITABLE PURPOSES
HOME BY TIC INC
621 BRUNSWICK AVETRENTONNJ08638134148824501C 3$40,000N/AN/ACHARITABLE PURPOSES
HOUSING INITIATIVES OF PRINCETON
33 MERCER STPRINCETONNJ08540276983137501C 3$8,362N/AN/ACHARITABLE PURPOSES
ISLES INC
10 WOOD STTRENTONNJ08618134148824501C 3$9,500N/AN/ACHARITABLE PURPOSES
JEWISH FAMILY AND CHILDRENS SERVICE
4747 7TH ST SUITE 100PHOENIXAZ85014860096781501C 3$10,000N/AN/ACHARITABLE PURPOSESPHOENIX
JEWISH FEDERATION OF SARASOTA-
580 MCINTOSH RDSARASOTAFL34232591227747501C 3$6,000N/AN/ACHARITABLE PURPOSESMANATEE
JEWISH NATIONAL FUND
42 EAST 69 STNEW YORKNY10021131659627501C 3$20,300N/AN/ACHARITABLE PURPOSES
JOSHUA HARR SHANE FOUNDATION
6 COBBLESTONE BLVDMONROE TWPNJ08831203549310501C 3$20,000N/AN/ACHARITABLE PURPOSES
ONE FAMILY FUND
PO BOX 822732PHILADELPHIAPA19182113585917501C 3$55,100N/AN/ACHARITABLE PURPOSES
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035953964928501C 3$25,000N/AN/ACHARITABLE PURPOSES
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104630598743501C 3$25,000N/AN/ACHARITABLE PURPOSES
TEMPLE SHOLOM
1925 LAKE AVESCOTCH PLAINSNJ07076221774004501C 3$37,576N/AN/ACHARITABLE PURPOSES
UNITED JEWISH COMMUNITES OF METRO
901 NJ -10WHIPPANYNJ07981221487222501C 3$7,200N/AN/ACHARITABLE PURPOSESWEST
WORLD CENTRAL KITCHEN
PO BOX 96538WASHINGTONDC20090273521132501C 3$6,000N/AN/ACHARITABLE PURPOSES
ZAMRU
PO BOX 7853PRINCETONNJ08543271361707501C 3$5,938N/AN/ACHARITABLE PURPOSES
FRIENDS OF ISRAELI DEFENSE FORCES
PO BOX 4224NEW YORKNY10163133156445501C 3$11,550N/AN/ACHARITABLE PURPOSES

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIP AWARDSGrantTypeTxt
Cash Grant$7,550CashGrantAmt

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
Contribution44ContributionCnt
Noncash Contributions Rpt F990$1,741,228NoncashContributionsRptF990Amt
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 MISSIONJEWISH COMMUNITY FOUNDATION OF GREATER MERCER, INC., FORMERLY THE JEWISH COMMUNITY FOUNDATION OF PRINCETON MERCER BUCKS, NJ/PA (THE FOUNDATION), IS LOCATED IN PRINCETON, NEW JERSEY AND IS ORGANIZED TO PROVIDE A CAPITAL FUND OR FUNDS TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY, INCLUDING SPECIFICALLY THE JEWISH COMMUNITY OF MERCER, SOMERSET, HUNTERDON AND WARREN COUNTIES IN NEW JERSEY, AND BUCKS COUNTY IN 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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