THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 23-7174039)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-14
IRS object ID
201901349349306900
Schema version
2017v2.3
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)
Return2019-05-14T14:13:24-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Line1114 BROAD STAddressLine1Txt
CityFLEMINGTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08822ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A HOLK CPAPreparerPersonNm
PTINP01315390PTIN
Phone9087827900PhoneNum
Preparation2019-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.38.98.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm14:13:24IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3F8F096E0345459164FF53D0FD4417F354B0099DAtSubmissionCreationDeviceId
At Submission Filing Device IdD92C1335754191563E08595FBA0B879ED00343EDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$1,259,681GrossReceiptsAmt
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 Employee2TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,825,021PYContributionsGrantsAmt
CY Contributions Grants$896,252CYContributionsGrantsAmt
PY Program Service Revenue$118,104PYProgramServiceRevenueAmt
CY Program Service Revenue$108,677CYProgramServiceRevenueAmt
PY Investment Income$166,902PYInvestmentIncomeAmt
CY Investment Income$199,854CYInvestmentIncomeAmt
PY Other Revenue$36,110PYOtherRevenueAmt
CY Other Revenue$54,898CYOtherRevenueAmt
PY Total Revenue$2,146,137PYTotalRevenueAmt
CY Total Revenue$1,259,681CYTotalRevenueAmt
PY Grants And Similar Paid$870,993PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,354,836CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$115,011PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$121,646CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$860CYTotalFundraisingExpenseAmt
PY Other Expenses$152,599PYOtherExpensesAmt
CY Other Expenses$165,191CYOtherExpensesAmt
PY Total Expenses$1,138,603PYTotalExpensesAmt
CY Total Expenses$1,641,673CYTotalExpensesAmt
PY Revenues Less Expenses$1,007,534PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$381,992CYRevenuesLessExpensesAmt
Total Assets BOY$11,111,338TotalAssetsBOYAmt
Total Assets EOY$11,459,693TotalAssetsEOYAmt
Total Liabilities BOY$2,035,178TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,676,045TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,076,160NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,783,648NetAssetsOrFundBalancesEOYAmt
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$1,553,001ExpenseAmt
Grant$1,354,836GrantAmt
Revenue$108,677RevenueAmt
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$1,553,001TotalProgramServiceExpensesAmt
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 FootnotefalseIncludeFIN48FootnoteInd
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 Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
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
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)
PersonCURTIS LOEBPersonNm
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
JULIE L MEYERS
EXECUTIVE DI30.00Yes (X)$74,693$0$0
HOWARD COHEN
EX OFFICIO,1.00Yes (X)$0$0$0
MORTON COHEN
TRUSTEE1.00Yes (X)$0$0$0
RICHARD GLAZER
TRUSTEE1.00Yes (X)$0$0$0
FLORENCE KAHN
TRUSTEE1.00Yes (X)$0$0$0
CURTIS LOEB
TREASURER3.00Yes (X)$0$0$0Yes (X)
DONALD LEIBOWITZ
TRUSTEE1.00Yes (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)
MARTIN SCHWARTZ
VICE PRESIDE3.00Yes (X)$0$0$0Yes (X)
ALLEN SILK
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)
FRANCES ZEITLER
TRUSTEE1.00Yes (X)$0$0$0
HARVEY FRAM
TRUSTEE1.00Yes (X)$0$0$0
CHERYL GORSKI
TRUSTEE1.00Yes (X)$0$0$0
BRENDA ZLATIN
TRUSTEE1.00Yes (X)$0$0$0
MARCIA KRAKAUER
TRUSTEE1.00Yes (X)$0$0$0
MARC WISOTSKY
TRUSTEE1.00Yes (X)$0$0$0
ALEX SIMANOVSKY
TRUSTEE1.00Yes (X)$0$0$0
DANIEL F BRENT
TRUSTEE1.00Yes (X)$0$0$0
LISA SMUKLER
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$74,693TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$896,252AllOtherContributionsAmt
Noncash Contributions$552,182NoncashContributionsAmt
Total Contributions$896,252TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEE INCOME (FROM DONORS)Desc
Total Revenue Column$108,677TotalRevenueColumnAmt
Related Or Exempt Func Income$108,677RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$108,677TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$199,815TotalRevenueColumnAmt
Exclusion$199,815ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$39SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$39SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$39TotalRevenueColumnAmt
Exclusion$39ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSPECIAL EVENTSDesc
Total Revenue Column$54,898TotalRevenueColumnAmt
Related Or Exempt Func Income$54,898RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$54,898OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,259,681TotalRevenueColumnAmt
Related Or Exempt Func Income$163,575RelatedOrExemptFuncIncomeAmt
Exclusion$199,854ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,354,836TotalAmt
Program Services$1,354,836ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$85,897TotalAmt
Program Services$64,423ProgramServicesAmt
Management And General$21,474ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$25,166TotalAmt
Program Services$18,875ProgramServicesAmt
Management And General$6,291ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,583TotalAmt
Program Services$7,937ProgramServicesAmt
Management And General$2,646ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,775TotalAmt
Management And General$6,775ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$108,254TotalAmt
Program Services$81,191ProgramServicesAmt
Management And General$27,063ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,004TotalAmt
Program Services$25,669ProgramServicesAmt
Management And General$3,335ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$860TotalAmt
Fundraising$860FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,268TotalAmt
Program Services$70ProgramServicesAmt
Management And General$6,198ManagementAndGeneralAmt

Occupancy OccupancyGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,885TotalAmt
Management And General$3,885ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,758TotalAmt
Management And General$6,758ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescJCC EXPENSES (REIMBURSEMEDesc
Total-$1,613TotalAmt
Management And General-$1,613ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,641,673TotalAmt
Program Services$1,553,001ProgramServicesAmt
Management And General$87,812ManagementAndGeneralAmt
Fundraising$860FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$89,909BOYAmt
EOY$84,882EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,665BOYAmt
EOY$2,380EOYAmt
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$8,944,569BOYAmt
EOY$8,649,818EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,073,195BOYAmt
EOY$2,722,613EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,111,338BOYAmt
EOY$11,459,693EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,555BOYAmt
EOY$9,133EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,021,623BOYAmt
EOY$2,666,912EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,035,178BOYAmt
EOY$2,676,045EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,670,876BOYAmt
EOY$434,884EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$870,387BOYAmt
EOY$4,654,616EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,534,897BOYAmt
EOY$3,694,148EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,076,160BOYAmt
EOY$8,783,648EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,111,338BOYAmt
EOY$11,459,693EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$381,992ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$465,044NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$379,692PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$4,128OtherChangesInNetAssetsAmt
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$740,129CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$813,865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$864,234CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,825,021CurrentTaxYearMinus1YearAmt
Current Tax Year$896,252CurrentTaxYearAmt
Total$5,139,501TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$740,129CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$813,865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$864,234CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,825,021CurrentTaxYearMinus1YearAmt
Current Tax Year$896,252CurrentTaxYearAmt
Total$5,139,501TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,139,501PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$170,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$168,929CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152,421CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$165,705CurrentTaxYearMinus1YearAmt
Current Tax Year$199,723CurrentTaxYearAmt
Total$857,559TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$313,298CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,110CurrentTaxYearMinus1YearAmt
Current Tax Year$51,148CurrentTaxYearAmt
Total$400,556TotalAmt
FieldValueIRS element (for citing)
Total Support$6,397,616TotalSupportAmt
Gross Receipts Rltd Activities$163,575GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80330PublicSupportCY170Pct
Public Support PY1700.81290PublicSupportPY170Pct
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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held74DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held28FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$720,900DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$113,294FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,112,931DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$241,905FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$3,761,581DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$4,887,661FundsAndOtherAccountsVlEOYAmt
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$76,603BeginningYearBalanceAmt
Investment Earnings Or Losses$5,128InvestmentEarningsOrLossesAmt
Other Expenditures$3,052OtherExpendituresAmt
End Year Balance$78,679EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$62,100BeginningYearBalanceAmt
Investment Earnings Or Losses$9,840InvestmentEarningsOrLossesAmt
Other Expenditures$2,545OtherExpendituresAmt
End Year Balance$69,395EndYearBalanceAmt
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$2,660,577
CASH VALUE OF LIFE INSURANCE$44,642
GIFT ANNUITY$11,059
CUSTODIAL GIFT ANNUITIES$6,335
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,722,613TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$1,644,048TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$465,044NetUnrealizedGainsInvstAmt
Other Revenue$4,128OtherRevenueAmt
Revenue Not Reported$469,172RevenueNotReportedAmt
Revenue Subtotal$1,174,876RevenueSubtotalAmt
Investment Expenses Not Incld$84,805InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$84,805RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,259,681TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,556,869TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1OtherExpensesIncludedAmt
Expenses Not Reported$1ExpensesNotReportedAmt
Expenses Subtotal$1,556,868ExpensesSubtotalAmt
Investment Expenses Not Incld2$84,805InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$84,805ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,641,673TotalExpensesPerForm990Amt

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 4, PART XI, LINE 2DUNREALIZED LOSS IN GIFT ANNUITIES -757 CHANGE IN CSV OF INSURANCE POLICY 4,885
SCHEDULE D, PAGE 4, PART XII, LINE 2DROUNDING 1

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (34 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$18,689N/AN/ACHARITABLE PURPOSES
AJC NEW JERSEY
225 MILLBURN AVE SUITE 305MILLBURNNJ07041135563393501C3$35,450N/AN/ACHARITABLE PURPOSES
BETH EL SYNANGOGUE
50 MAPLE STREAM ROADEAST WINDSORNJ08520221909456501C3$13,516N/AN/ACHARITABLE PURPOSES
GREENWOOD HOUSE
53 WALTER STREETEWINGNJ08628210639867501C3$108,743N/AN/ACHARITABLE PURPOSES
HOMEFRONT INC
1880 PRINCETON AVENUELAWRENCEVILLENJ08648223165145501C3$131,100N/AN/ACHARITABLE PURPOSES
JEWISH COMMUNITY FOUNDATION OF GREA
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648237174039501C3$55,193N/AN/ACHARITABLE PURPOSES
JEWISH FAMILY & CHILDREN'S SERVICES
707 ALEXANDER ROAD SUITE 102PRINCETON JUNCTIONNJ08540210634563501C3$173,423N/AN/ACHARITABLE PURPOSES
JEWISH FEDERATION PRINCETON MERCER
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648232215070501C3$215,427N/AN/ACHARITABLE PURPOSES
JOSHUA HARR SHANE FOUNDATION
5 HIDDEN SPRINGS LANEEAST WINDSORNJ08520203549310501C3$45,000N/AN/ACHARITABLE PURPOSES
THE JEWISH CENTER OF PRINCETON
435 NASSAU STREETPRINCETONNJ08540216008282501C3$8,021N/AN/ACHARITABLE PURPOSES
THE PENNSYLVANIA STATE UNIVERSITY
OFFICE OF GIFT PLANNINGUNIVERSITY PARKPA16802246000376501C3$16,808N/AN/ACHARITABLE PURPOSES214 103 BUILDING
JEWISH FEDERATION OF SARASOTA
580 MCINTOSH ROADSARASOTAFL34232591227747501C3$6,000N/AN/ACHARITABLE PURPOSES-MANATEE
SARASOTA FILM FESTIVAL
332 COCONUT AVENUESARASOTAFL34236650826229501C3$6,000N/AN/ACHARITABLE PURPOSES
COMMITTEE FOR ACCURACY IN MIDDLE
PO BOX 35040BOSTONMA02135521332702501C3$10,300N/AN/ACHARITABLE PURPOSESEAST REPORTING IN AMERICA
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRIVELOS ANGELESCA90035953964928501C3$19,300N/AN/ACHARITABLE PURPOSES
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104630598743501C3$12,500N/AN/ACHARITABLE PURPOSES
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS RDBOCA RATONFL33486591006663501C3$50,000N/AN/ACHARITABLE PURPOSES
GREENWOOD HOUSE FOUNDATION INC
53 WALTER STREETEWINGNJ08628223208612501C3$6,000N/AN/ACHARITABLE PURPOSES
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021131659627501C3$10,100N/AN/ACHARITABLE PURPOSES
OUR SOLDIERS SPEAK
PO BOX 138NEW YORKNY10018800546666501C3$17,500N/AN/ACHARITABLE PURPOSES
PEACE CENTER
102 W MAPLE AVELANGHORNEPA19047233047368501C3$10,000N/AN/ACHARITABLE PURPOSES
PRINCETON CHABAD
731 PRINCETON KINGSTON ROADPRINCETONNJ08540050576386501C3$6,800N/AN/ACHAIRTABLE PURPOSES
ACLD
807 SOUTH OYSTER BAY ROADBETHPAGENY11714116042250501C3$10,500N/AN/ACHAIRTABLE PURPOSES
CENTRAL FUND OF ISRAEL
980 AVENUE OF THE AMERICAS FRNT 3NEW YORKNY100187804132992985501C3$20,500N/AN/A
CHABAD OF MERCER COUNTY
731 PRINCETON-KINGSTON RDPRINCETONNJ08540521783445501C3$7,558N/AN/A
JEWISH EDUCATION IN MEDIA
PO BOX 180RIVERDALE STATIONNY10471132974957501C3$20,430N/AN/A
PRINCETON HEALTHCARE SYSTEM FOUNDAT
3626 US ROUTE 1PRINCETONNJ08540222225911501C3$6,000N/AN/A
RWJ HOSPITAL AT HAMILTON FOUNDATION
1 HAMILTON HEALTH PLACEHAMILTONNJ08690222552329501C3$10,018N/AN/A
RUTGERS HILLEL
PO BOX 11362NEW BRUNSWICKNJ08906260177367501C3$6,580N/AN/A
JEWISH FED IN THE HEART OF NEW JER
230 OLD BRIDGE TURNPIKESOUTH RIVERNJ08882221500549501C3$6,500N/AN/A
SVARA
8643 DRAKE AVESKOKIEIL60076200292435501C3$10,000N/AN/A
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ086050872222392881501C3$8,707N/AN/ABO BOX 872
WOMANSPACE INC
1530 BRUNSWICK AVENUELAWRENCEVILLENJ08648222172522501C3$6,100N/AN/A
CONGREGATION BETH CHAIM
329 VILLAGE ROAD EASTPRINCETON JUNCTIONNJ08550237129982501C3$5,100N/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
Contribution40ContributionCnt
Noncash Contributions Rpt F990$552,182NoncashContributionsRptF990Amt
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 4,885 UNREALIZED LOSS ON GIFT ANNUITIES -757 TOTAL 4,128

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