THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 23-7174039)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-04-27
IRS object ID
202121179349300027
Schema version
2019v5.0
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)
Return2021-04-27T09:46:08-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD SUITE 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCURTIS LOEBPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6092190555PhoneNum
Signature2021-04-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M CARDUCCI CPAPreparerPersonNm
PTINP00626953PTIN
Phone9087827900PhoneNum
Preparation2021-04-02PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCURTIS LOEBPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD SUITE 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,316,298GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FOUNDATIONJEWISH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1964FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTHE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER IS ORGANIZED TO PROMOTE PHILANTHROPY AND TO FURTHER THE CHARITABLE NEEDS OF THE JEWISH COMMUNITY, OTHER CHARITABLE INSTITUTIONS, AND COMMUNITY ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,261,871PYContributionsGrantsAmt
CY Contributions Grants$1,074,509CYContributionsGrantsAmt
PY Program Service Revenue$109,309PYProgramServiceRevenueAmt
CY Program Service Revenue$106,484CYProgramServiceRevenueAmt
PY Investment Income$164,628PYInvestmentIncomeAmt
CY Investment Income$135,305CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,535,808PYTotalRevenueAmt
CY Total Revenue$1,316,298CYTotalRevenueAmt
PY Grants And Similar Paid$1,364,160PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,418,869CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$137,925PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$133,078CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$15,821CYTotalFundraisingExpenseAmt
PY Other Expenses$154,831PYOtherExpensesAmt
CY Other Expenses$203,365CYOtherExpensesAmt
PY Total Expenses$1,656,916PYTotalExpensesAmt
CY Total Expenses$1,755,312CYTotalExpensesAmt
PY Revenues Less Expenses-$121,108PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$439,014CYRevenuesLessExpensesAmt
Total Assets BOY$11,481,935TotalAssetsBOYAmt
Total Assets EOY$11,097,696TotalAssetsEOYAmt
Total Liabilities BOY$2,214,343TotalLiabilitiesBOYAmt
Total Liabilities EOY$405,820TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,267,592NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,691,876NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER PARTNERS WITH INDIVIDUALS, FAMILIES, AND COMMUNITY ORGANIZATIONS TO HELP THEM ACHIEVE PHILANTHROPIC GOALS. AS A RESOURCE FOR PHILANTHROPY IN PRINCETON AND SURROUNDING AREAS, THE FOUNDATION MANAGES ASSETS FOR DONOR ADVISED FUNDS, CUSTODIAL AND RESTRICTED FUNDS, AND PROCESSES GRANTS TO PUBLIC CHARITIES ANNUALLY. THE FOUNDATION IS A LOCAL MODEL FOR ITS LEGACY GIVING AND ENDOWMENT BUILDING PROGRAMMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,669,507ExpenseAmt
Grant$1,418,869GrantAmt
Revenue$106,484RevenueAmt
DescTHE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER IS ORGANIZED TO PROMOTE PHILANTHROPY AND TO FURTHER THE CHARITABLE NEEDS OF THE JEWISH COMMUNITY, OTHER CHARITABLE INSTITUTIONS, AND COMMUNITY ORGANIZATIONS.Desc
Total Program Service Expenses$1,669,507TotalProgramServiceExpensesAmt
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 AssetsfalseReportOtherAssetsInd
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 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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
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 Members20GoverningBodyVotingMembersCnt
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
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD SUITE 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
LINDA MEISEL
EXECUTIVE DI40.00Yes (X)$56,100$0$0
AMY ZACKS
DIRECTOR OF40.00Yes (X)$47,850$0$0
AMEETA HARIHARAN
FINANCE DIRE40.00Yes (X)$15,923$0$0
DANIEL F BRENT
TRUSTEE1.00Yes (X)$0$0$0
HOWARD COHEN
TRUSTEE1.00Yes (X)$0$0$0
SUSAN FALCON
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL FELDSTEIN
TRUSTEE1.00Yes (X)$0$0$0
HARVEY FRAM
EXECUTIVE CO3.00Yes (X)$0$0$0
JOYCE KALSTEIN
TREASURER5.00Yes (X)$0$0$0Yes (X)
MRCIA MIKI KRAKAUER VP AT LARGE
EXECUTIVE CO3.00Yes (X)$0$0$0
DONALD LEIBOWITZ
EXECUTIVE CO3.00Yes (X)$0$0$0
CURTIS LOEB
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
MICHAEL MANNING
TRUSTEE1.00Yes (X)$0$0$0
JEFF MILLER
TRUSTEE1.00Yes (X)$0$0$0
JERRY NEUMANN
TRUSTEE1.00Yes (X)$0$0$0
JAMES SCHRAGGER
TRUSTEE1.00Yes (X)$0$0$0
MARTIN SCHWARTZ
VICE PRESIDE3.00Yes (X)$0$0$0Yes (X)
ALEX SIMANOVSKY
TRUSTEE1.00Yes (X)$0$0$0
JOANNE SNOW
VICE PRESIDE3.00Yes (X)$0$0$0Yes (X)
JOSHUA WALDORF
SECRETARY3.00Yes (X)$0$0$0Yes (X)
MARC WISOTSKY
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
BRENDA ZLATIN
TRUSTEE1.00Yes (X)$0$0$0
FLORENCE KAHN IMMEDIATE PAST PRES
EXCUTIVE COM3.00Yes (X)$0$0$0
SCOTT SCHAEFER IMMEDIATE PAST PRES
EXECUTIVE CO3.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$119,873TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,074,509AllOtherContributionsAmt
Noncash Contributions$659,633NoncashContributionsAmt
Total Contributions$1,074,509TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEE INCOME (FROM DONORS)Desc
Total Revenue Column$106,484TotalRevenueColumnAmt
Exclusion$106,484ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$106,484TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$118,754TotalRevenueColumnAmt
Exclusion$118,754ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$16,551OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$16,551OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,551TotalRevenueColumnAmt
Related Or Exempt Func Income$16,551RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,316,298TotalRevenueColumnAmt
Related Or Exempt Func Income$16,551RelatedOrExemptFuncIncomeAmt
Exclusion$225,238ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,418,869TotalAmt
Program Services$1,418,869ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$49,551TotalAmt
Program Services$29,731ProgramServicesAmt
Management And General$14,865ManagementAndGeneralAmt
Fundraising$4,955FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$70,512TotalAmt
Program Services$45,017ProgramServicesAmt
Management And General$17,624ManagementAndGeneralAmt
Fundraising$7,871FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,015TotalAmt
Program Services$8,103ProgramServicesAmt
Management And General$3,522ManagementAndGeneralAmt
Fundraising$1,390FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,666TotalAmt
Management And General$9,666ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$153,029TotalAmt
Program Services$147,316ProgramServicesAmt
Management And General$5,713ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,328TotalAmt
Program Services$648ProgramServicesAmt
Management And General$680ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,183TotalAmt
Program Services$9,723ProgramServicesAmt
Management And General$4,855ManagementAndGeneralAmt
Fundraising$1,605FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,121TotalAmt
Program Services$4,897ProgramServicesAmt
Management And General$1,224ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,043TotalAmt
Program Services$2,522ProgramServicesAmt
Management And General$2,521ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,830TotalAmt
Program Services$2,681ProgramServicesAmt
Management And General$1,149ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,165TotalAmt
Management And General$8,165ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,755,312TotalAmt
Program Services$1,669,507ProgramServicesAmt
Management And General$69,984ManagementAndGeneralAmt
Fundraising$15,821FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$38,098BOYAmt
EOY$45,420EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$9,160EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY-$22,619BOYAmt
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$9,173,506BOYAmt
EOY$10,593,627EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,292,950BOYAmt
EOY$449,489EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,481,935BOYAmt
EOY$11,097,696EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,247BOYAmt
EOY$23,914EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,199,096BOYAmt
EOY$381,906EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,214,343BOYAmt
EOY$405,820EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$449,592BOYAmt
EOY$816,260EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,818,000BOYAmt
EOY$9,875,616EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,267,592BOYAmt
EOY$10,691,876EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,481,935BOYAmt
EOY$11,097,696EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$439,014ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$33,502NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,896,800OtherChangesInNetAssetsAmt
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$864,234CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,825,021CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$896,252CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,261,871CurrentTaxYearMinus1YearAmt
Current Tax Year$1,074,509CurrentTaxYearAmt
Total$5,921,887TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$864,234CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,825,021CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$896,252CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,261,871CurrentTaxYearMinus1YearAmt
Current Tax Year$1,074,509CurrentTaxYearAmt
Total$5,921,887TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,921,887PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$152,421CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$165,705CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$199,723CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,628CurrentTaxYearMinus1YearAmt
Current Tax Year$224,238CurrentTaxYearAmt
Total$906,715TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$313,298CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,110CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,148CurrentTaxYearMinus2YearsAmt
Total$400,556TotalAmt
FieldValueIRS element (for citing)
Total Support$7,229,158TotalSupportAmt
Gross Receipts Rltd Activities$163,575GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81920PublicSupportCY170Pct
Public Support PY1700.81890PublicSupportPY170Pct
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 400,556ExplanationTxt

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 Held67DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held44FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$724,623DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$349,886FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$918,970DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$499,899FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$3,601,241DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$7,018,220FundsAndOtherAccountsVlEOYAmt
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$77,584BeginningYearBalanceAmt
Contributions$1,349,865ContributionsAmt
Investment Earnings Or Losses-$5,085InvestmentEarningsOrLossesAmt
Grants Or Scholarships$64,976GrantsOrScholarshipsAmt
End Year Balance$1,357,388EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,864BeginningYearBalanceAmt
Contributions$6,000ContributionsAmt
Investment Earnings Or Losses-$1,453InvestmentEarningsOrLossesAmt
Other Expenditures$2,778OtherExpendituresAmt
End Year Balance$68,633EndYearBalanceAmt
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
FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,155,093TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$33,502NetUnrealizedGainsInvstAmt
Other Revenue$2,475OtherRevenueAmt
Revenue Not Reported-$31,027RevenueNotReportedAmt
Revenue Subtotal$1,186,120RevenueSubtotalAmt
Investment Expenses Not Incld$130,178InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$130,178RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,316,298TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,625,134TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,625,134ExpensesSubtotalAmt
Investment Expenses Not Incld2$130,178InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$130,178ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,755,312TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 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 D, PAGE 4, PART XI, LINE 2DUNREALIZED LOSS IN GIFT ANNUITIES -824 CHANGE IN CSV OF INSURANCE POLICY 3,299
SCHEDULE D, PAGE 4, PART XII, LINE 2DROUNDING 0

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (33 entries)

Cash GrantCashGrantAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2USAddress/AddressLine2Txt
ALLOCATIONS
$117,878
ABRAMS HEBREW ACADEMY
$9,55231 WEST COLLEGE AVENUEYARDLEYPA19067216001415501C3N/AN/ACHARITABLE PURPOSES
AJC NEW JERSEY
$6,025225 MILLBURN AVE SUITE 305MILLBURNNJ07041135563393501C3N/AN/ACHARITABLE PURPOSES
AMERICAN JEWISH COMMITTEE
$77,625165 EAST 56TH STREETNEW YORKNY10022135563393501C3NANACHARITABLE PURPOSES
BETH EL SYNANGOGUE
$16,40450 MAPLE STREAM ROADEAST WINDSORNJ08520221909456501C3N/AN/ACHARITABLE PURPOSES
BROOKLYN LAW SCHOOL
$35,000250 JERALEMON STREETBROOKLYNNY11201237227990501C3N/AN/ACHARITABLE PURPOSES
CENTRAL FUND OF ISRAEL
$21,800461 CENTRAL AVENUECEDARHURSTNY11516132992985501C3N/AN/ACHARITABLE PURPOSES
CHABAD OF PRINCETON
$19,420645 STATE ROADPRINCETONNJ08540521783445501C3N/AN/ACHARITABLE PURPOSES
CONGREGATION BETH CHAIM
$5,650329 VILLAGE ROAD EASTPRINCETON JUNCTIONNJ08550237129982501C3N/AN/ACHARITABLE PURPOSES
GREENWOOD HOUSE
$87,43753 WALTER STREETEWINGNJ08628210639867501C3N/AN/ACHARITABLE PURPOSES
HOMEFRONT INC
$131,5001880 PRINCETON AVENUELAWRENCEVILLENJ08648223165145501C3N/AN/ACHARITABLE PURPOSES
ISRAEL GUIDE DOG CENTER
$25,000968 EASTON ROAD SUITE HWARRINGTONPA18976232519029501C3N/AN/ACHARITABLE PURPOSEFOR THE BLIND
JEWISH CENTER
$24,288435 NASSAU STPRINCETONNJ08540216008282501C3N/AN/ACHARITABLE PURPOSES
JEWISH COMMUNITY CENTER
$8,192148 CEDARVILLE ROADEAST WINDSORNJ08520210637383501C3N/AN/ACHARITABLE PURPOSEOF THE DELAWARE VALLEY
JEWISH COMMUNITY FOUNDATION OF GREA
$100,6754 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648237174039501C3N/AN/ACHARITABLE PURPOSES
JEWISH EDUCATION IN MEDIA
$12,286PO BOX 180RIVERDALE STATIONNY10471132974957501C3N/AN/A
JEWISH FAMILY & CHILDREN'S SERVICES
$149,039707 ALEXANDER ROAD SUITE 102PRINCETON JUNCTIONNJ08540210634563501C3N/AN/ACHARITABLE PURPOSES
JEWISH FEDERATION OF SARASOTA
$6,000580 MCINTOSH ROADSARASOTAFL34232591227747501C3N/AN/ACHARITABLE PURPOSES-MANATEE
JEWISH FEDERATION PRINCETON MERCER
$344,0334 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648232215070501C3N/AN/ACHARITABLE PURPOSES
JEWISH NATIONAL FUND
$10,00042 EAST 69TH STREETNEW YORKNY10021131659627501C3N/AN/ACHARITABLE PURPOSES
JOSHUA HARR SHANE FOUNDATION
$20,0005 HIDDEN SPRINGS LANEEAST WINDSORNJ08520203549310501C3N/AN/ACHARITABLE PURPOSES
MCCARTER THEARTRE CENTER
$6,10091 UNIVERSITY PLACEPRINCETONNJ08540210724198501C3N/AN/ACHARITABLE PURPOSES
PRINCETON PUBLIC LIBRARY
$26,50065 WITHERSPOON STREETPRINCETONNJ08542226059246501C3N/AN/ACHARITABLE PURPOSES
RUTGERS UNIVERSITY FOUNDATION
$10,100335 GEORGE STREETNEW BRUNSWICKNJ08901237318742501C3N/AN/ACHARITABLE PURPOSES
SARASOTA FILM FESTIVAL
$18,000332 COCONUT AVENUESARASOTAFL34236650826229501C3N/AN/ACHARITABLE PURPOSES
SIMON WIESENTHAL CENTER
$20,0001399 S ROXBURY DRIVELOS ANGELESCA90035953964928501C3N/AN/ACHARITABLE PURPOSES
TEMPLE SHOLOM
$33,2001925 LAKE AVENUESCOTCH PLAINSNJ07076226103631501C3N/AN/ACHARITABLE PURPOSES
THE PENNSYLVANIA STATE UNIVERSITY
$15,734OFFICE OF GIFT PLANNINGUNIVERSITY PARKPA16802246000376501C3N/AN/ACHARITABLE PURPOSES214 103 BUILDING
TRENTON AREA SOUP KITCHEN
$9,03172 ESCHER STREETTRENTONNJ086050872222392881501C3N/AN/ACHARITABLE PURPOSESBO BOX 872
TRENTON JEWISH CEMETARY PROJECT
$10,000PO BOX 5315LAWRENCEVILLENJ08648831490842501C3N/AN/ACHARITABLE PURPOSES
UNION FOR REFORM JUDAISM
$6,000633 3RD AVENUENEW YORKNY10017131663143501C3N/AN/ACHARITABLE PURPOSES
UNITED SYNAGOGUE OF CONSERVATIVE
$10,400120 BROADWAYNEW YORKNY10271131659707501C3N/AN/ACHARITABLE PURPOSESJUDAISMSUITE 1540
WOMANSPACE INC
$6,0001530 BRUNSWICK AVENUELAWRENCEVILLENJ08648222172522501C3N/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
Contribution25ContributionCnt
Noncash Contributions Rpt F990$659,633NoncashContributionsRptF990Amt
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 PARTNERS WITH INDIVIDUALS, FAMILIES, AND COMMUNITY ORGANIZATIONS TO HELP THEM ACHIEVE PHILANTHROPIC GOALS. AS A RESOURCE FOR PHILANTHROPY IN PRINCETON AND SURROUNDING AREAS, THE FOUNDATION MANAGES ASSETS FOR DONOR ADVISED FUNDS, CUSTODIAL AND RESTRICTED FUNDS, AND PROCESSES GRANTS TO PUBLIC CHARITIES ANNUALLY. THE FOUNDATION IS A LOCAL MODEL FOR ITS LEGACY GIVING AND ENDOWMENT BUILDING PROGRAM
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 3,299 RECLASSIFICATION OF NET ASSETS 1,894,325 UNREALIZED LOSS ON GIFT ANNUITIES -824 ROUNDING 0 TOTAL 1,896,800

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