THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 23-7174039)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-02-15
IRS object ID
202210469349302046
Schema version
2020v4.0
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)
Return2022-02-15T13:45:54-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2022-02-12SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE TESTA CPAPreparerPersonNm
PTINP01398867PTIN
Phone9087827900PhoneNum
Preparation2022-02-12PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
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$1,741,130GrossReceiptsAmt
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 Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,074,509PYContributionsGrantsAmt
CY Contributions Grants$1,289,023CYContributionsGrantsAmt
PY Program Service Revenue$106,484PYProgramServiceRevenueAmt
CY Program Service Revenue$127,364CYProgramServiceRevenueAmt
PY Investment Income$135,305PYInvestmentIncomeAmt
CY Investment Income$324,743CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,316,298PYTotalRevenueAmt
CY Total Revenue$1,741,130CYTotalRevenueAmt
PY Grants And Similar Paid$1,418,869PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,392,643CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$133,078PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$122,497CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,177CYTotalFundraisingExpenseAmt
PY Other Expenses$203,365PYOtherExpensesAmt
CY Other Expenses$199,705CYOtherExpensesAmt
PY Total Expenses$1,755,312PYTotalExpensesAmt
CY Total Expenses$1,714,845CYTotalExpensesAmt
PY Revenues Less Expenses-$439,014PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,285CYRevenuesLessExpensesAmt
Total Assets BOY$11,097,696TotalAssetsBOYAmt
Total Assets EOY$15,338,171TotalAssetsEOYAmt
Total Liabilities BOY$405,820TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,380,416TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,691,876NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,957,755NetAssetsOrFundBalancesEOYAmt
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$1,628,455ExpenseAmt
Grant$1,392,643GrantAmt
Revenue$127,364RevenueAmt
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$1,628,455TotalProgramServiceExpensesAmt
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 LiabilitiesYes (true)ReportOtherLiabilitiesInd
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 IndividualsfalseGrantsToIndividualsInd
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 Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
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
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
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 Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
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 (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
LINDA MEISEL
EXECUTIVE DI40.00Yes (X)$56,350$0$0
DANIEL F BRENT
TRUSTEE1.00$0$0$0Yes (X)
HOWARD COHEN
TRUSTEE1.00$0$0$0Yes (X)
SUSAN FALCON
TRUSTEE1.00$0$0$0Yes (X)
MICHAEL FELDSTEIN
VP AT LARGE1.00Yes (X)$0$0$0Yes (X)
HARVEY FRAM
VP INVESTMEN2.00Yes (X)$0$0$0Yes (X)
JOYCE KALSTEIN
TREASURER5.00Yes (X)$0$0$0Yes (X)
MARCIA KRAKAUER
SECRETARY1.00Yes (X)$0$0$0Yes (X)
DONALD LEIBOWITZ
TRUSTEE1.00$0$0$0Yes (X)
CURTIS LOEB
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
MICHAEL MANNING
TRUSTEE1.00$0$0$0Yes (X)
JEFFREY MILLER
TRUSTEE1.00$0$0$0Yes (X)
JERRY NEUMANN
TRUSTEE1.00$0$0$0Yes (X)
SCOTT SCHAEFER
PAST PRESIDE1.00Yes (X)$0$0$0Yes (X)
JAMES SCHRAGGER
TRUSTEE1.00$0$0$0Yes (X)
MARTIN SCHWARTZ
TRUSTEE1.00$0$0$0Yes (X)
ALEX SIMANOVSKY
TRUSTEE1.00$0$0$0Yes (X)
JOANNE SNOW
VP DEVELOPME1.00Yes (X)$0$0$0Yes (X)
JOSHUA WALDORF
TRUSTEE1.00$0$0$0Yes (X)
TIFFANY WILLNER
TRUSTEE1.00$0$0$0Yes (X)
MARC WISOTSKY
TRUSTEE1.00$0$0$0Yes (X)
WALTER YOSAFAT
TRUSTEE1.00$0$0$0Yes (X)
BRENDA ZLATIN
MEMBER AT LA1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$56,350TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,289,023AllOtherContributionsAmt
Noncash Contributions$698,568NoncashContributionsAmt
Total Contributions$1,289,023TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEE INCOMEDesc
Total Revenue Column$127,364TotalRevenueColumnAmt
Exclusion$127,364ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$127,364TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$324,743TotalRevenueColumnAmt
Exclusion$324,743ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,741,130TotalRevenueColumnAmt
Exclusion$452,107ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,392,643TotalAmt
Program Services$1,392,643ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$56,850TotalAmt
Program Services$36,952ProgramServicesAmt
Management And General$17,055ManagementAndGeneralAmt
Fundraising$2,843FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$54,148TotalAmt
Program Services$43,314ProgramServicesAmt
Management And General$6,325ManagementAndGeneralAmt
Fundraising$4,509FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,499TotalAmt
Program Services$8,315ProgramServicesAmt
Management And General$2,422ManagementAndGeneralAmt
Fundraising$762FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,984TotalAmt
Program Services$1,984ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,056TotalAmt
Management And General$31,056ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$134,620TotalAmt
Program Services$128,620ProgramServicesAmt
Management And General$6,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,260TotalAmt
Program Services$3,327ProgramServicesAmt
Management And General$933ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,504TotalAmt
Program Services$8,006ProgramServicesAmt
Management And General$3,435ManagementAndGeneralAmt
Fundraising$1,063FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,772TotalAmt
Program Services$2,886ProgramServicesAmt
Management And General$2,886ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$618TotalAmt
Program Services$433ProgramServicesAmt
Management And General$185ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,422TotalAmt
Management And General$6,422ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescWEBSITE FEESDesc
Total$2,469TotalAmt
Program Services$1,975ProgramServicesAmt
Management And General$494ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,714,845TotalAmt
Program Services$1,628,455ProgramServicesAmt
Management And General$77,213ManagementAndGeneralAmt
Fundraising$9,177FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$14,011EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$45,420BOYAmt
EOY$73,810EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,160BOYAmt
EOY$5,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,477LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,477LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,593,627BOYAmt
EOY$12,844,506EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$449,489BOYAmt
EOY$2,400,844EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,097,696BOYAmt
EOY$15,338,171EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,914BOYAmt
EOY$26,874EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$381,906BOYAmt
EOY$2,325,917EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$27,625EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$405,820BOYAmt
EOY$2,380,416EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$816,260BOYAmt
EOY$896,051EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,875,616BOYAmt
EOY$12,061,704EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,691,876BOYAmt
EOY$12,957,755EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,097,696BOYAmt
EOY$15,338,171EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$26,285ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,232,249NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,345OtherChangesInNetAssetsAmt
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$1,825,021CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$896,252CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,261,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,074,509CurrentTaxYearMinus1YearAmt
Current Tax Year$1,289,023CurrentTaxYearAmt
Total$6,346,676TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,825,021CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$896,252CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,261,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,074,509CurrentTaxYearMinus1YearAmt
Current Tax Year$1,289,023CurrentTaxYearAmt
Total$6,346,676TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,443,099SubstantialContributorsTotAmt
Public Support Total170$4,903,577PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$165,705CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$199,723CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$164,628CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$224,238CurrentTaxYearMinus1YearAmt
Current Tax Year$324,743CurrentTaxYearAmt
Total$1,079,037TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,110CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,148CurrentTaxYearMinus3YearsAmt
Current Tax Year$127,364CurrentTaxYearAmt
Total$214,622TotalAmt
FieldValueIRS element (for citing)
Total Support$7,640,335TotalSupportAmt
Gross Receipts Rltd Activities$163,575GrossReceiptsRltdActivitiesAmt
Public Support CY1700.64180PublicSupportCY170Pct
Public Support PY1700.81920PublicSupportPY170Pct
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 87,258ExplanationTxt

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 Held74DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held44FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$960,939DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$292,906FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,015,638DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$373,295FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$4,190,817DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$8,678,695FundsAndOtherAccountsVlEOYAmt
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$1,357,388BeginningYearBalanceAmt
Investment Earnings Or Losses$311,805InvestmentEarningsOrLossesAmt
Grants Or Scholarships$62,144GrantsOrScholarshipsAmt
End Year Balance$1,607,049EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$78,679BeginningYearBalanceAmt
Investment Earnings Or Losses$2,156InvestmentEarningsOrLossesAmt
Other Expenditures$3,251OtherExpendituresAmt
End Year Balance$77,584EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$76,603BeginningYearBalanceAmt
Investment Earnings Or Losses$5,128InvestmentEarningsOrLossesAmt
Other Expenditures$3,052OtherExpendituresAmt
End Year Balance$78,679EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$68,633BeginningYearBalanceAmt
Contributions$1,624ContributionsAmt
Investment Earnings Or Losses$8,896InvestmentEarningsOrLossesAmt
Other Expenditures$2,551OtherExpendituresAmt
End Year Balance$76,602EndYearBalanceAmt
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$2,477OtherCostOrOtherBasisAmt
Depreciation$2,477DepreciationAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
CUSTODIAL INVESTMENT ACCOUNTS$2,319,040
CASH VALUE OF LIFE INSURANCE$63,887
GIFT ANNUITY$11,041
CUSTODIAL GIFT ANNUITIES$6,876
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,400,844TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYCHECK PROTECTION LOAN PAYABLEDesc
Amt$27,625Amt
FieldValueIRS element (for citing)
Total Liability$27,625TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,870,103TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,232,249NetUnrealizedGainsInvstAmt
Other Revenue$7,344OtherRevenueAmt
Revenue Not Reported$2,239,593RevenueNotReportedAmt
Revenue Subtotal$1,630,510RevenueSubtotalAmt
Investment Expenses Not Incld$110,620InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$110,620RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,741,130TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,604,225TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,604,225ExpensesSubtotalAmt
Investment Expenses Not Incld2$110,620InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$110,620ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,714,845TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 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 FOUNDATION FOLLOWS THE GUIDANCE OF ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, ACCOUNTING FOR INCOME TAXES, RELATED TO UNCERTAIN 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 D, PAGE 4, PART XI, LINE 2DUNREALIZED GAIN IN GIFT ANNUITIES 1,303 CHANGE IN CSV OF INSURANCE POLICY 6,041

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$9,500N/AN/ACHARITABLE PURPOSES
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022135563393501C3$90,000N/AN/ACHARITABLE PURPOSES
BETH EL SYNANGOGUE
50 MAPLE STREAM ROADEAST WINDSORNJ08520221909456501C3$37,447N/AN/ACHARITABLE PURPOSES
BROOKLYN LAW SCHOOL
250 JERALEMON STREETBROOKLYNNY11201237227990501C3$25,000N/AN/ACHARITABLE PURPOSES
CENTER FOR COMMON GROUND
PO BOX 235LADYSMITHVA22501824589218501C3$10,000N/ACHARITABLE PURPOSES
CENTRAL FUND OF ISRAEL
461 CENTRAL AVENUECEDARHURSTNY11516132992985501C3$10,000N/AN/ACHARITABLE PURPOSES
CHABAD OF PRINCETON
645 STATE ROADPRINCETONNJ08540521783445501C3$5,070N/AN/ACHARITABLE PURPOSES
CONGREGATION BETH CHAIM
329 VILLAGE ROAD EASTPRINCETON JUNCTIONNJ08550237129982501C3$15,585N/AN/ACHARITABLE PURPOSES
GREENWOOD HOUSE
53 WALTER STREETEWINGNJ08628210639867501C3$77,557N/AN/ACHARITABLE PURPOSES
HOMEFRONT INC
1880 PRINCETON AVENUELAWRENCEVILLENJ08648223165145501C3$131,900N/AN/ACHARITABLE PURPOSES
JEWISH BROADCASTING SERVICE
PO BOX 360STAMFORDCT06904132974957501C3$15,018N/ACHARITABLE PURPOSES
JEWISH CENTER
435 NASSAU STPRINCETONNJ08540216008282501C3$26,035N/AN/ACHARITABLE PURPOSES
JEWISH COMMUNITY FOUNDATION MERCER
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648237174039501C3$55,913N/AN/ACHARITABLE PURPOSES
JEWISH COMMUNITY FOUNDATION SAN
4950 MURPHY CANYON ROADSAN DIEGOCA92123952504044501C3$5,400N/ACHARITABLE PURPOSESDIEGO
JEWISH FAMILY & CHILDREN'S SERVICES
707 ALEXANDER ROAD SUITE 102PRINCETON JUNCTIONNJ08540210634563501C3$155,059N/AN/ACHARITABLE PURPOSES
JFCS PHOENIX
4747 NORTH 7TH ST SUITE 100PHOENIXAZ85014860096781501C3$31,000N/AN/ACHARITABLE PURPOSES
JEWISH FED OF SOMERSET HUNTERDON
775 TALAMINI ROADBRIDGEWATERNJ08807221668993501C3$11,526N/AN/ACHARITABLE PURPOSES& WARREN COUNTIES
JEWISH FEDERATION OF SARASOTA
580 MCINTOSH ROADSARASOTAFL34232591227747501C3$6,000N/AN/ACHARITABLE PURPOSES-MANATEE
JEWISH FEDERATION PRINCETON MERCER
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648232215070501C3$315,135N/AN/ACHARITABLE PURPOSES
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021131659627501C3$21,000N/AN/ACHARITABLE PURPOSES
JOSHUA HARR SHANE FOUNDATION
5 HIDDEN SPRINGS LANEEAST WINDSORNJ08520203549310501C3$20,000N/AN/ACHARITABLE PURPOSES
MCCARTER THEATRE CENTER
91 UNIVERSITY PLACEPRINCETONNJ08540210724198501C3$5,250N/AN/ACHARITABLE PURPOSES
NEW ISRAEL FUND
PO BOX 177LEWISTONME04243942607722501C3$6,000N/ACHARITABLE PURPOSES
SARASOTA FILM FESTIVAL
323 CENTRAL AVENUESARASOTAFL34236650826229501C3$6,000N/AN/ACHARITABLE PURPOSES
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRIVELOS ANGELESCA90035953964928501C3$10,000N/AN/ACHARITABLE PURPOSES
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104630598743501C3$10,000N/AN/ACHARITABLE PURPOSES
TIDES FOUNDATION
PO BOX 29903SAN FRANCISCOCA94129510198509501C3$10,000N/ACHARITABLE PURPOSES
THE PENNSYLVANIA STATE UNIVERSITY
OFFICE OF GIFT PLANNINGUNIVERSITY PARKPA16802246000376501C3$11,225N/AN/ACHARITABLE PURPOSES214 103 BUILDING
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ086050872222392881501C3$11,555N/AN/ACHARITABLE PURPOSESBO BOX 872
UNIVERSITY OF PITTSBURGH
4200 FIFTH AVEPITTSBURGHPA15260250965591501C3$50,000N/ACHARITABLE PURPOSES
WOMANSPACE INC
1530 BRUNSWICK AVENUELAWRENCEVILLENJ08648222172522501C3$6,000N/AN/ACHARITABLE PURPOSES

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
Contribution30ContributionCnt
Noncash Contributions Rpt F990$698,568NoncashContributionsRptF990Amt
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 (5 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
FORM 990, PART XI, LINE 9CHANGE IN CSV OF INSURANCE 6,042 UNREALIZED GAIN ON GIFT ANNUITIES 1,303 TOTAL 7,345

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