2020-05-13T07:53:36-05:00 2019-06-30 223299874 BKC CPAS PC 39 STATE ROUTE 12 STE 2 FLEMINGTON NJ 08822 990 2018-07-01 237174039 JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC JEWI 6092190555 4 PRINCESS ROAD SUITE 211 LAWRENCEVILLE NJ 08648 SCOTT SCHAEFER PRESIDENT 6092190555 2020-05-07 true JOSEPH M CARDUCCI CPA P00626953 9087827900 2020-05-07 52.38.98.93 2020-05-13 07:53:36 CD P 3024DCDCBBE60FFCE0FD7F3EAD7B2318111174A9 08F858DF965DB5D356DA7C54D903608D54BF2D55 2018 2021-01-29 14:40:06Z CURTIS LOEB 4 PRINCESS ROAD SUITE 211 LAWRENCEVILLE NJ 08648 1535808 false X WWW.FOUNDATIONJEWISH.ORG X 1964 NJ TO PROMOTE ENDOWED PHILANTHROPY AND TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY AND OTHER CHARITABLE INSTITUTIONS. 20 20 4 2 0 896252 1261871 108677 109309 199854 164628 54898 0 1259681 1535808 1354836 1364160 0 121646 137925 0 16411 165191 154831 1641673 1656916 -381992 -121108 11459693 11481935 2676045 2214343 8783648 9267592 X THE 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. false false 1534174 1364160 109309 PROVIDE 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. 1534174 true true false false false true false false true true true false false true false true true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 1 0 4 true false false false false false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true false false false NJ PA X CURTIS LOEB 6092190555 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 JULIE MEYERS EXECUTIVE DI 30.00 X 50123 0 0 LINDA MEISEL EXECUTIVE DI 23.00 X 11325 0 0 FLORENCE KAHN EXECUTIVE CO 3.00 X 0 0 0 CURTIS LOEB TREASURER 5.00 X X 0 0 0 DONALD LEIBOWITZ EXECUTIVE CO 3.00 X 0 0 0 MICHAEL MANNING TRUSTEE 1.00 X 0 0 0 JERRY NEUMANN TRUSTEE 1.00 X 0 0 0 ALLEN PORTER TRUSTEE 1.00 X 0 0 0 SCOTT SCHAEFER PRESIDENT 3.00 X X 0 0 0 JOANNE SNOW VICE PRESIDE 3.00 X X 0 0 0 JOSHUA WALDORF SECRETARY 3.00 X X 0 0 0 FRANCES ZEITLER-EDELMAN TRUSTEE 1.00 X 0 0 0 HARVEY FRAM TRUSTEE 1.00 X 0 0 0 BRENDA ZLATIN TRUSTEE 1.00 X 0 0 0 MARCIA KRAKAUER VICE PRESIDE 3.00 X X 0 0 0 MARC WISOTSKY TRUSTEE 1.00 X X 0 0 0 ALEX SIMANOVSKY TRUSTEE 1.00 X 0 0 0 DANIEL F BRENT TRUSTEE 1.00 X 0 0 0 MORTON COHEN TRUSTEE 1.00 X 0 0 0 LISA SMUKLER TRUSTEE 1.00 X 0 0 0 MARTIN SCHWARTZ VICE PRESIDE 3.00 X X 0 0 0 HOWARD COHEN EXECUTIVE CO 3.00 X 0 0 0 61448 false false false 1261871 697219 1261871 FEE INCOME (FROM DONORS) 109309 109309 109309 166808 166808 -2180 -2180 -2180 -2180 1535808 -2180 276117 1364160 1364160 46619 34963 6993 4663 67544 30329 29957 7258 23762 13545 7841 2376 6562 6562 110519 82889 27630 7063 7063 3164 1050 2114 14266 175 14091 5000 5000 3726 3726 4531 4531 1656916 1534174 106331 16411 84882 38098 2380 -22619 2477 2477 8649818 9173506 2722613 2292950 11459693 11481935 9133 15247 2666912 2199096 2676045 2214343 X 434884 449592 4654616 4780117 3694148 4037883 8783648 9267592 11459693 11481935 X -121108 205947 389699 9406 X false true X true false X 813865 864234 1825021 896252 1261871 5661243 813865 864234 1825021 896252 1261871 5661243 5661243 168929 152421 165705 199723 164628 851406 313298 36110 51148 400556 6913205 163575 0.81890 0.80330 X PART II, LINE 10 OTHER INCOME 400,556 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72 32 1089690 125413 1012724 351436 3957838 5214892 true true false true X 78679 2156 3251 77584 76603 5128 3052 78679 68633 1624 8896 2551 76602 66864 6000 -1453 2778 68633 69395 239 2770 66864 1.00000 false false 2477 2477 CUSTODIAL INVESTMENT ACCOUNTS 2192329 CASH VALUE OF LIFE INSURANCE 54547 RECEIVABLE FROM PORTFOLIO 28745 GIFT ANNUITY 10562 CUSTODIAL GIFT ANNUITIES 6767 2292950 X 1663929 205947 9408 215355 1448574 87234 87234 1535808 1569684 2 2 1569682 87234 87234 1656916 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE 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 X THE 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 2D UNREALIZED LOSS IN GIFT ANNUITIES -497 CHANGE IN CSV OF INSURANCE POLICY 9,905 SCHEDULE D, PAGE 4, PART XII, LINE 2D ROUNDING 2 false ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVENUE YARDLEY PA 19067 216001415 501C3 17500 N/A N/A CHARITABLE PURPOSES BETH EL SYNANGOGUE 50 MAPLE STREAM ROAD EAST WINDSOR NJ 08520 221909456 501C3 23971 N/A N/A CHARITABLE PURPOSES GREENWOOD HOUSE 53 WALTER STREET EWING NJ 08628 210639867 501C3 137987 N/A N/A CHARITABLE PURPOSES HOMEFRONT INC 1880 PRINCETON AVENUE LAWRENCEVILLE NJ 08648 223165145 501C3 130500 N/A N/A CHARITABLE PURPOSES JEWISH COMMUNITY FOUNDATION OF GREA 4 PRINCESS ROAD SUITE 211 LAWRENCEVILLE NJ 08648 237174039 501C3 55361 N/A N/A CHARITABLE PURPOSES JEWISH FAMILY & CHILDREN'S SERVICES 707 ALEXANDER ROAD SUITE 102 PRINCETON JUNCTION NJ 08540 210634563 501C3 186577 N/A N/A CHARITABLE PURPOSES JOSHUA HARR SHANE FOUNDATION 5 HIDDEN SPRINGS LANE EAST WINDSOR NJ 08520 203549310 501C3 20000 N/A N/A CHARITABLE PURPOSES THE PENNSYLVANIA STATE UNIVERSITY OFFICE OF GIFT PLANNING 214 103 BUILDING UNIVERSITY PARK PA 16802 246000376 501C3 16871 N/A N/A CHARITABLE PURPOSES JEWISH FEDERATION OF SARASOTA -MANATEE 580 MCINTOSH ROAD SARASOTA FL 34232 591227747 501C3 6000 N/A N/A CHARITABLE PURPOSES SIMON WIESENTHAL CENTER 1399 S ROXBURY DRIVE LOS ANGELES CA 90035 953964928 501C3 20100 N/A N/A CHARITABLE PURPOSES SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 630598743 501C3 10000 N/A N/A CHARITABLE PURPOSES JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501C3 15000 N/A N/A CHARITABLE PURPOSES OUR SOLDIERS SPEAK PO BOX 138 NEW YORK NY 10018 800546666 501C3 10000 N/A N/A CHARITABLE PURPOSES PEACE CENTER 102 W MAPLE AVE LANGHORNE PA 19047 233047368 501C3 7500 N/A N/A CHARITABLE PURPOSES ACLD 807 SOUTH OYSTER BAY ROAD BETHPAGE NY 11714 116042250 501C3 7500 N/A N/A CHARITABLE PURPOSES CENTRAL FUND OF ISRAEL 980 AVENUE OF THE AMERICAS FRNT 3 NEW YORK NY 100187804 132992985 501C3 18600 N/A N/A CHARITABLE PURPOSES CHABAD OF PRINCETON 645 STATE ROAD PRINCETON NJ 08540 521783445 501C3 14240 N/A N/A CHARITABLE PURPOSES SVARA 8643 DRAKE AVE SKOKIE IL 60076 200292435 501C3 11000 N/A N/A CHARITABLE PURPOSES TRENTON AREA SOUP KITCHEN 72 ESCHER STREET BO BOX 872 TRENTON NJ 086050872 222392881 501C3 8754 N/A N/A CHARITABLE PURPOSES WOMANSPACE INC 1530 BRUNSWICK AVENUE LAWRENCEVILLE NJ 08648 222172522 501C3 6000 N/A N/A CHARITABLE PURPOSES CONGREGATION BETH CHAIM 329 VILLAGE ROAD EAST PRINCETON JUNCTION NJ 08550 237129982 501C3 5835 N/A N/A CHARITABLE PURPOSES ALLOCATIONS - UJFPMB 132359 ALLOCATIONS 19004 AMERICAN FRIENDS OF MAGEN DAVID ADO 352 SEVENTH AVENUE SUITE 400 NEW YORK NY 10001 131790719 501C3 243600 N/A N/A CHARITABLE PURPOSES AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 135563393 501C3 60705 NA NA CHARITABLE PURPOSES AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 237389215 501C3 28350 N/A N/A CHARITABLE PURPOSES CAMERA PO BOX 35040 BOSTON MA 021350001 521332702 501C3 10000 N/A N/A CHARITABLE PURPOSES GREENDWOOD HOUSE FOUNDATUION INC 53 WALTER STREET EWING NJ 08628 223208612 501C3 5100 N/A N/A CHARITABLE PURPOSES JEWISH CENTER 435 NASSAU ST PRINCETON NJ 08540 216008282 501C3 27047 N/A N/A CHARITABLE PURPOSES MCCARTER THEARTRE CENTER 91 UNIVERSITY PLACE PRINCETON NJ 08540 210724198 501C3 6300 N/A N/A CHARITABLE PURPOSES MIRIAMS KITCHEN 2401 VIRGINIA AVENUE NW WASHINGTON DC 20037 521331552 501C3 5089 N/A N/A CHARITABLE PURPOSES PRINCETON DAY SCHOOL PO BOX 75 PRINCETON NJ 08540 210727645 501C3 8000 N/A N/A CHARITABLE PURPOSES TEMPLE BETH -EL HILLSBOROUGH 67 US JIGHWAY 2016 HILLSBOROUGH NJ 08844 226082731 501C3 37788 N/A N/A CHARITABLE PURPOSES TEMPLE EMANU-EL PRESCHOOL CONGREATION EMANU-EL TWO LAKE STREET SAN FRANCISCO CA 94118 941156521 501C3 12350 N/A N/A CHARITABLE PURPOSES ACLD FOUNDATION 807 SOUTH OYSTER BAY ROAD BETHPAGE NY 11714 812018946 501C3 7500 N/A N/A CONGREGATION B'NAI TIKVAH 1001 FINNEGANS LANE NORTH BRUNSWICK NJ 08902 222249762 501C3 6672 N/A N/A CHARITABLE PURPOSES SCHEDULE I, PAGE 1, PART I, LINE 2 ALL 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. X 36 697219 FAIR MARKET VALUE false false false FORM 990 - ORGANIZATION'S MISSION THE 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 11B COPIES 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 12C WE 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 19 ALL INFORMATION AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9 CHANGE IN CSV OF INSURANCE 9,905 UNREALIZED LOSS ON GIFT ANNUITIES -497 ROUNDING -2 TOTAL 9,406