THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 23-7174039)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-13
IRS object ID
202021349349300517
Schema version
2018v3.2
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)
Return2020-05-13T07:53:36-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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)
PersonSCOTT SCHAEFERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6092190555PhoneNum
Signature2020-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M CARDUCCI CPAPreparerPersonNm
PTINP00626953PTIN
Phone9087827900PhoneNum
Preparation2020-05-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.38.98.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-13IPDt
IP Tm07:53:36IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3024DCDCBBE60FFCE0FD7F3EAD7B2318111174A9AtSubmissionCreationDeviceId
At Submission Filing Device Id08F858DF965DB5D356DA7C54D903608D54BF2D55AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$1,535,808GrossReceiptsAmt
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 Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$896,252PYContributionsGrantsAmt
CY Contributions Grants$1,261,871CYContributionsGrantsAmt
PY Program Service Revenue$108,677PYProgramServiceRevenueAmt
CY Program Service Revenue$109,309CYProgramServiceRevenueAmt
PY Investment Income$199,854PYInvestmentIncomeAmt
CY Investment Income$164,628CYInvestmentIncomeAmt
PY Other Revenue$54,898PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,259,681PYTotalRevenueAmt
CY Total Revenue$1,535,808CYTotalRevenueAmt
PY Grants And Similar Paid$1,354,836PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,364,160CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$121,646PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$137,925CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,411CYTotalFundraisingExpenseAmt
PY Other Expenses$165,191PYOtherExpensesAmt
CY Other Expenses$154,831CYOtherExpensesAmt
PY Total Expenses$1,641,673PYTotalExpensesAmt
CY Total Expenses$1,656,916CYTotalExpensesAmt
PY Revenues Less Expenses-$381,992PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$121,108CYRevenuesLessExpensesAmt
Total Assets BOY$11,459,693TotalAssetsBOYAmt
Total Assets EOY$11,481,935TotalAssetsEOYAmt
Total Liabilities BOY$2,676,045TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,214,343TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,783,648NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,267,592NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER, INC. IS LOCATED IN LAWRENCEVILLE, 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$1,534,174ExpenseAmt
Grant$1,364,160GrantAmt
Revenue$109,309RevenueAmt
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$1,534,174TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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
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 Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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)
PersonCURTIS LOEBPersonNm
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JULIE MEYERS
EXECUTIVE DI30.00Yes (X)$50,123$0$0
LINDA MEISEL
EXECUTIVE DI23.00Yes (X)$11,325$0$0
FLORENCE KAHN
EXECUTIVE CO3.00Yes (X)$0$0$0
CURTIS LOEB
TREASURER5.00Yes (X)$0$0$0Yes (X)
DONALD LEIBOWITZ
EXECUTIVE CO3.00Yes (X)$0$0$0
MICHAEL MANNING
TRUSTEE1.00Yes (X)$0$0$0
JERRY NEUMANN
TRUSTEE1.00Yes (X)$0$0$0
ALLEN PORTER
TRUSTEE1.00Yes (X)$0$0$0
SCOTT SCHAEFER
PRESIDENT3.00Yes (X)$0$0$0Yes (X)
JOANNE SNOW
VICE PRESIDE3.00Yes (X)$0$0$0Yes (X)
JOSHUA WALDORF
SECRETARY3.00Yes (X)$0$0$0Yes (X)
FRANCES ZEITLER-EDELMAN
TRUSTEE1.00Yes (X)$0$0$0
HARVEY FRAM
TRUSTEE1.00Yes (X)$0$0$0
BRENDA ZLATIN
TRUSTEE1.00Yes (X)$0$0$0
MARCIA KRAKAUER
VICE PRESIDE3.00Yes (X)$0$0$0Yes (X)
MARC WISOTSKY
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
ALEX SIMANOVSKY
TRUSTEE1.00Yes (X)$0$0$0
DANIEL F BRENT
TRUSTEE1.00Yes (X)$0$0$0
MORTON COHEN
TRUSTEE1.00Yes (X)$0$0$0
LISA SMUKLER
TRUSTEE1.00Yes (X)$0$0$0
MARTIN SCHWARTZ
VICE PRESIDE3.00Yes (X)$0$0$0Yes (X)
HOWARD COHEN
EXECUTIVE CO3.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$61,448TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,261,871AllOtherContributionsAmt
Noncash Contributions$697,219NoncashContributionsAmt
Total Contributions$1,261,871TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEE INCOME (FROM DONORS)Desc
Total Revenue Column$109,309TotalRevenueColumnAmt
Exclusion$109,309ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$109,309TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$166,808TotalRevenueColumnAmt
Exclusion$166,808ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other-$2,180OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$2,180OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,180TotalRevenueColumnAmt
Related Or Exempt Func Income-$2,180RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,535,808TotalRevenueColumnAmt
Related Or Exempt Func Income-$2,180RelatedOrExemptFuncIncomeAmt
Exclusion$276,117ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,364,160TotalAmt
Program Services$1,364,160ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$46,619TotalAmt
Program Services$34,963ProgramServicesAmt
Management And General$6,993ManagementAndGeneralAmt
Fundraising$4,663FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$67,544TotalAmt
Program Services$30,329ProgramServicesAmt
Management And General$29,957ManagementAndGeneralAmt
Fundraising$7,258FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,762TotalAmt
Program Services$13,545ProgramServicesAmt
Management And General$7,841ManagementAndGeneralAmt
Fundraising$2,376FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,562TotalAmt
Management And General$6,562ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$110,519TotalAmt
Program Services$82,889ProgramServicesAmt
Management And General$27,630ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,063TotalAmt
Program Services$7,063ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,164TotalAmt
Program Services$1,050ProgramServicesAmt
Fundraising$2,114FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,266TotalAmt
Program Services$175ProgramServicesAmt
Management And General$14,091ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Management And General$5,000ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,726TotalAmt
Management And General$3,726ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,531TotalAmt
Management And General$4,531ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,656,916TotalAmt
Program Services$1,534,174ProgramServicesAmt
Management And General$106,331ManagementAndGeneralAmt
Fundraising$16,411FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$84,882BOYAmt
EOY$38,098EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,380BOYAmt
EOY-$22,619EOYAmt
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$8,649,818BOYAmt
EOY$9,173,506EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,722,613BOYAmt
EOY$2,292,950EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,459,693BOYAmt
EOY$11,481,935EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,133BOYAmt
EOY$15,247EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,666,912BOYAmt
EOY$2,199,096EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,676,045BOYAmt
EOY$2,214,343EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$434,884BOYAmt
EOY$449,592EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,654,616BOYAmt
EOY$4,780,117EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,694,148BOYAmt
EOY$4,037,883EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,783,648BOYAmt
EOY$9,267,592EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,459,693BOYAmt
EOY$11,481,935EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$121,108ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$205,947NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$389,699PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$9,406OtherChangesInNetAssetsAmt
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$813,865CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$864,234CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,825,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$896,252CurrentTaxYearMinus1YearAmt
Current Tax Year$1,261,871CurrentTaxYearAmt
Total$5,661,243TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$813,865CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$864,234CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,825,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$896,252CurrentTaxYearMinus1YearAmt
Current Tax Year$1,261,871CurrentTaxYearAmt
Total$5,661,243TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,661,243PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$168,929CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,421CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$199,723CurrentTaxYearMinus1YearAmt
Current Tax Year$164,628CurrentTaxYearAmt
Total$851,406TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$313,298CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,110CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,148CurrentTaxYearMinus1YearAmt
Total$400,556TotalAmt
FieldValueIRS element (for citing)
Total Support$6,913,205TotalSupportAmt
Gross Receipts Rltd Activities$163,575GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81890PublicSupportCY170Pct
Public Support PY1700.80330PublicSupportPY170Pct
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 Held72DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held32FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,089,690DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$125,413FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,012,724DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$351,436FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$3,957,838DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$5,214,892FundsAndOtherAccountsVlEOYAmt
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$78,679BeginningYearBalanceAmt
Investment Earnings Or Losses$2,156InvestmentEarningsOrLossesAmt
Other Expenditures$3,251OtherExpendituresAmt
End Year Balance$77,584EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,395BeginningYearBalanceAmt
Investment Earnings Or Losses$239InvestmentEarningsOrLossesAmt
Other Expenditures$2,770OtherExpendituresAmt
End Year Balance$66,864EndYearBalanceAmt
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 (5 entries)

DescDescBook ValueBookValueAmt
CUSTODIAL INVESTMENT ACCOUNTS$2,192,329
CASH VALUE OF LIFE INSURANCE$54,547
RECEIVABLE FROM PORTFOLIO$28,745
GIFT ANNUITY$10,562
CUSTODIAL GIFT ANNUITIES$6,767
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,292,950TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,663,929TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$205,947NetUnrealizedGainsInvstAmt
Other Revenue$9,408OtherRevenueAmt
Revenue Not Reported$215,355RevenueNotReportedAmt
Revenue Subtotal$1,448,574RevenueSubtotalAmt
Investment Expenses Not Incld$87,234InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$87,234RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,535,808TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,569,684TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2OtherExpensesIncludedAmt
Expenses Not Reported$2ExpensesNotReportedAmt
Expenses Subtotal$1,569,682ExpensesSubtotalAmt
Investment Expenses Not Incld2$87,234InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$87,234ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,656,916TotalExpensesPerForm990Amt

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 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 LOSS IN GIFT ANNUITIES -497 CHANGE IN CSV OF INSURANCE POLICY 9,905
SCHEDULE D, PAGE 4, PART XII, LINE 2DROUNDING 2

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (36 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$17,500N/AN/ACHARITABLE PURPOSES
BETH EL SYNANGOGUE
50 MAPLE STREAM ROADEAST WINDSORNJ08520221909456501C3$23,971N/AN/ACHARITABLE PURPOSES
GREENWOOD HOUSE
53 WALTER STREETEWINGNJ08628210639867501C3$137,987N/AN/ACHARITABLE PURPOSES
HOMEFRONT INC
1880 PRINCETON AVENUELAWRENCEVILLENJ08648223165145501C3$130,500N/AN/ACHARITABLE PURPOSES
JEWISH COMMUNITY FOUNDATION OF GREA
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648237174039501C3$55,361N/AN/ACHARITABLE PURPOSES
JEWISH FAMILY & CHILDREN'S SERVICES
707 ALEXANDER ROAD SUITE 102PRINCETON JUNCTIONNJ08540210634563501C3$186,577N/AN/ACHARITABLE PURPOSES
JOSHUA HARR SHANE FOUNDATION
5 HIDDEN SPRINGS LANEEAST WINDSORNJ08520203549310501C3$20,000N/AN/ACHARITABLE PURPOSES
THE PENNSYLVANIA STATE UNIVERSITY
OFFICE OF GIFT PLANNINGUNIVERSITY PARKPA16802246000376501C3$16,871N/AN/ACHARITABLE PURPOSES214 103 BUILDING
JEWISH FEDERATION OF SARASOTA
580 MCINTOSH ROADSARASOTAFL34232591227747501C3$6,000N/AN/ACHARITABLE PURPOSES-MANATEE
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRIVELOS ANGELESCA90035953964928501C3$20,100N/AN/ACHARITABLE PURPOSES
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104630598743501C3$10,000N/AN/ACHARITABLE PURPOSES
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021131659627501C3$15,000N/AN/ACHARITABLE PURPOSES
OUR SOLDIERS SPEAK
PO BOX 138NEW YORKNY10018800546666501C3$10,000N/AN/ACHARITABLE PURPOSES
PEACE CENTER
102 W MAPLE AVELANGHORNEPA19047233047368501C3$7,500N/AN/ACHARITABLE PURPOSES
ACLD
807 SOUTH OYSTER BAY ROADBETHPAGENY11714116042250501C3$7,500N/AN/ACHARITABLE PURPOSES
CENTRAL FUND OF ISRAEL
980 AVENUE OF THE AMERICAS FRNT 3NEW YORKNY100187804132992985501C3$18,600N/AN/ACHARITABLE PURPOSES
CHABAD OF PRINCETON
645 STATE ROADPRINCETONNJ08540521783445501C3$14,240N/AN/ACHARITABLE PURPOSES
SVARA
8643 DRAKE AVESKOKIEIL60076200292435501C3$11,000N/AN/ACHARITABLE PURPOSES
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ086050872222392881501C3$8,754N/AN/ACHARITABLE PURPOSESBO BOX 872
WOMANSPACE INC
1530 BRUNSWICK AVENUELAWRENCEVILLENJ08648222172522501C3$6,000N/AN/ACHARITABLE PURPOSES
CONGREGATION BETH CHAIM
329 VILLAGE ROAD EASTPRINCETON JUNCTIONNJ08550237129982501C3$5,835N/AN/ACHARITABLE PURPOSES
ALLOCATIONS - UJFPMB
$132,359
ALLOCATIONS
$19,004
AMERICAN FRIENDS OF MAGEN DAVID ADO
352 SEVENTH AVENUE SUITE 400NEW YORKNY10001131790719501C3$243,600N/AN/ACHARITABLE PURPOSES
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022135563393501C3$60,705NANACHARITABLE PURPOSES
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022237389215501C3$28,350N/AN/ACHARITABLE PURPOSES
CAMERA
PO BOX 35040BOSTONMA021350001521332702501C3$10,000N/AN/ACHARITABLE PURPOSES
GREENDWOOD HOUSE FOUNDATUION INC
53 WALTER STREETEWINGNJ08628223208612501C3$5,100N/AN/ACHARITABLE PURPOSES
JEWISH CENTER
435 NASSAU STPRINCETONNJ08540216008282501C3$27,047N/AN/ACHARITABLE PURPOSES
MCCARTER THEARTRE CENTER
91 UNIVERSITY PLACEPRINCETONNJ08540210724198501C3$6,300N/AN/ACHARITABLE PURPOSES
MIRIAMS KITCHEN
2401 VIRGINIA AVENUE NWWASHINGTONDC20037521331552501C3$5,089N/AN/ACHARITABLE PURPOSES
PRINCETON DAY SCHOOL
PO BOX 75PRINCETONNJ08540210727645501C3$8,000N/AN/ACHARITABLE PURPOSES
TEMPLE BETH -EL HILLSBOROUGH
67 US JIGHWAY 2016HILLSBOROUGHNJ08844226082731501C3$37,788N/AN/ACHARITABLE PURPOSES
TEMPLE EMANU-EL PRESCHOOL
CONGREATION EMANU-ELSAN FRANCISCOCA94118941156521501C3$12,350N/AN/ACHARITABLE PURPOSESTWO LAKE STREET
ACLD FOUNDATION
807 SOUTH OYSTER BAY ROADBETHPAGENY11714812018946501C3$7,500N/AN/A
CONGREGATION B'NAI TIKVAH
1001 FINNEGANS LANENORTH BRUNSWICKNJ08902222249762501C3$6,672N/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
Contribution36ContributionCnt
Noncash Contributions Rpt F990$697,219NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
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 LAWRENCEVILLE, 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 9,905 UNREALIZED LOSS ON GIFT ANNUITIES -497 ROUNDING -2 TOTAL 9,406

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