THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 23-7174039)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201821359349307752
Schema version
2016v3.1
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)
Return2018-05-15T13:56:37-04:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2018-04-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M CARDUCCI CPAPreparerPersonNm
PTINP00626953PTIN
Phone9087827900PhoneNum
Preparation2018-04-26PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJULIE L MEYERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD SUITE 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,146,137GrossReceiptsAmt
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 Employee3TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$864,234PYContributionsGrantsAmt
CY Contributions Grants$1,825,021CYContributionsGrantsAmt
PY Program Service Revenue$83,301PYProgramServiceRevenueAmt
CY Program Service Revenue$118,104CYProgramServiceRevenueAmt
PY Investment Income$148,291PYInvestmentIncomeAmt
CY Investment Income$166,902CYInvestmentIncomeAmt
PY Other Revenue$313,298PYOtherRevenueAmt
CY Other Revenue$36,110CYOtherRevenueAmt
PY Total Revenue$1,409,124PYTotalRevenueAmt
CY Total Revenue$2,146,137CYTotalRevenueAmt
PY Grants And Similar Paid$1,351,430PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$870,993CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$114,483PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$115,011CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,893CYTotalFundraisingExpenseAmt
PY Other Expenses$167,783PYOtherExpensesAmt
CY Other Expenses$152,599CYOtherExpensesAmt
PY Total Expenses$1,633,696PYTotalExpensesAmt
CY Total Expenses$1,138,603CYTotalExpensesAmt
PY Revenues Less Expenses-$224,572PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,007,534CYRevenuesLessExpensesAmt
Total Assets BOY$8,825,669TotalAssetsBOYAmt
Total Assets EOY$11,111,338TotalAssetsEOYAmt
Total Liabilities BOY$1,597,062TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,035,178TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,228,607NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,076,160NetAssetsOrFundBalancesEOYAmt
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$1,051,341ExpenseAmt
Grant$870,993GrantAmt
Revenue$118,104RevenueAmt
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$1,051,341TotalProgramServiceExpensesAmt
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee3EmployeeCnt
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)
PersonJULIE L MEYERSPersonNm
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD SUITE 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 L MEYERS
EXECUTIVE DI30.00Yes (X)$73,008$0$0
HOWARD COHEN
EX OFFICER,1.00Yes (X)$0$0$0
MORTON COHEN
TRUSTEE1.00Yes (X)$0$0$0
RICHARD GLAZER
SECRETARY3.00Yes (X)$0$0$0Yes (X)
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
DAVID NEUFELD
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)
RONALD SCHNUR
TRUSTEE1.00Yes (X)$0$0$0
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
TRUSTEE1.00Yes (X)$0$0$0
FRANCES ZEITLER
TRUSTEE1.00Yes (X)$0$0$0
HARVEY FRAM
TRUSTEE1.00Yes (X)$0$0$0
CHERYL GORSKI
TRUSTEE1.00Yes (X)$0$0$0
J BRAD STANGER
TRUSTEE1.00Yes (X)$0$0$0
MARCIA KRAKAUER
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$73,008TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,825,021AllOtherContributionsAmt
Noncash Contributions$1,129,982NoncashContributionsAmt
Total Contributions$1,825,021TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEE INCOME (FROM DONORS)Desc
Total Revenue Column$118,104TotalRevenueColumnAmt
Related Or Exempt Func Income$118,104RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$118,104TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$165,705TotalRevenueColumnAmt
Exclusion$165,705ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,197SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,197SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,197TotalRevenueColumnAmt
Related Or Exempt Func Income$1,197RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLIFE AND LEGACY - GRINSPOONDesc
Total Revenue Column$36,110TotalRevenueColumnAmt
Related Or Exempt Func Income$36,110RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$36,110OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,146,137TotalRevenueColumnAmt
Related Or Exempt Func Income$155,411RelatedOrExemptFuncIncomeAmt
Exclusion$165,705ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$870,993TotalAmt
Program Services$870,993ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$81,204TotalAmt
Program Services$60,903ProgramServicesAmt
Management And General$20,301ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$23,827TotalAmt
Program Services$17,870ProgramServicesAmt
Management And General$5,957ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,980TotalAmt
Program Services$7,485ProgramServicesAmt
Management And General$2,495ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,080TotalAmt
Management And General$7,080ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$95,253TotalAmt
Program Services$71,440ProgramServicesAmt
Management And General$23,813ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$22,625TotalAmt
Program Services$22,625ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,164TotalAmt
Fundraising$1,164FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,788TotalAmt
Program Services$25ProgramServicesAmt
Management And General$6,763ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,758TotalAmt
Management And General$3,758ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,129TotalAmt
Management And General$7,129ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,160TotalAmt
Management And General$6,160ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
JCC EXPENSES$1,913$1,913
FUNDRAISING EVENTS$729$729

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,138,603TotalAmt
Program Services$1,051,341ProgramServicesAmt
Management And General$85,369ManagementAndGeneralAmt
Fundraising$1,893FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$39,267BOYAmt
EOY$89,909EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,104BOYAmt
EOY$3,665EOYAmt
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$7,143,849BOYAmt
EOY$8,944,569EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,639,449BOYAmt
EOY$2,073,195EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,825,669BOYAmt
EOY$11,111,338EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,420BOYAmt
EOY$13,555EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,589,642BOYAmt
EOY$2,021,623EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,597,062BOYAmt
EOY$2,035,178EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,654,529BOYAmt
EOY$4,670,876EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$843,998BOYAmt
EOY$870,387EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,730,080BOYAmt
EOY$3,534,897EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,228,607BOYAmt
EOY$9,076,160EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,825,669BOYAmt
EOY$11,111,338EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,007,534ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$838,253NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,766OtherChangesInNetAssetsAmt
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$882,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$740,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$813,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$864,234CurrentTaxYearMinus1YearAmt
Current Tax Year$1,825,021CurrentTaxYearAmt
Total$5,125,281TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$882,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$740,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$813,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$864,234CurrentTaxYearMinus1YearAmt
Current Tax Year$1,825,021CurrentTaxYearAmt
Total$5,125,281TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,125,281PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$172,386CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$170,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$168,929CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$152,421CurrentTaxYearMinus1YearAmt
Current Tax Year$165,705CurrentTaxYearAmt
Total$830,222TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$313,298CurrentTaxYearMinus1YearAmt
Current Tax Year$36,110CurrentTaxYearAmt
Total$349,408TotalAmt
FieldValueIRS element (for citing)
Total Support$6,304,911TotalSupportAmt
Public Support CY1700.81290PublicSupportCY170Pct
Public Support PY1700.78320PublicSupportPY170Pct
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 349,408ExplanationTxt

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 Held69DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held33FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,423,730DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$353,968FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$625,225DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$280,769FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$4,254,137DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$4,690,506FundsAndOtherAccountsVlEOYAmt
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$68,633BeginningYearBalanceAmt
Contributions$1,624ContributionsAmt
Investment Earnings Or Losses$8,896InvestmentEarningsOrLossesAmt
Other Expenditures$2,551OtherExpendituresAmt
End Year Balance$76,602EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$62,100BeginningYearBalanceAmt
Investment Earnings Or Losses$9,840InvestmentEarningsOrLossesAmt
Other Expenditures$2,545OtherExpendituresAmt
End Year Balance$69,395EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$87,563BeginningYearBalanceAmt
Investment Earnings Or Losses$5,629InvestmentEarningsOrLossesAmt
Other Expenditures$31,092OtherExpendituresAmt
End Year Balance$62,100EndYearBalanceAmt
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 ACCOUNTS - INVESTMENT ACC$2,015,115
CSV OF LIFE INSURANCE POLICY$39,757
GIFT ANNUITIES$11,816
CUSTODIAL ACCOUNTS - GIFT ANNUITIES$6,507
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,073,195TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$2,910,390TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$838,253NetUnrealizedGainsInvstAmt
Other Revenue$1,766OtherRevenueAmt
Revenue Not Reported$840,019RevenueNotReportedAmt
Revenue Subtotal$2,070,371RevenueSubtotalAmt
Investment Expenses Not Incld$75,766InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$75,766RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,146,137TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,062,837TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,062,837ExpensesSubtotalAmt
Investment Expenses Not Incld2$75,766InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$75,766ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,138,603TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 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 -228 CHANGE IN CSV OF INSURANCE POLICY 1,994

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (21 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$10,400N/AN/ACHARITABLE PURPOSES
AJC NEW JERSEY
225 MILLBURN AVE SUITE 305MILLBURNNJ07041135563393501C3$46,928N/AN/ACHARITABLE PURPOSES
BETH EL SYNANGOGUE
50 MAPLE STREAM ROADEAST WINDSORNJ08520221909456501C3$10,000N/AN/ACHARITABLE PURPOSES
GREENWOOD HOUSE
53 WALTER STREETEWINGNJ08628210639867501C3$82,513N/AN/ACHARITABLE PURPOSES
HOMEFRONT INC
1880 PRINCETON AVENUELAWRENCEVILLENJ08648223165145501C3$30,000N/AN/ACHARITABLE PURPOSES
JEWISH COMMUNITY FOUNDATION OF GREA
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648237174039501C3$108,500N/AN/ACHARITABLE PURPOSES
JEWISH FAMILY & CHILDREN'S SERVICES
707 ALEXANDER ROAD SUITE 102PRINCETON JUNCTIONNJ08540210634563501C3$141,280N/AN/ACHARITABLE PURPOSES
JEWISH FEDERATION PRINCETON MERCER
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648232215070501C3$125,867N/AN/ACHARITABLE PURPOSES
JOSHUA HARR SHANE FOUNDATION
5 HIDDEN SPRINGS LANEEAST WINDSORNJ08520203549310501C3$20,000N/AN/ACHARITABLE PURPOSES
THE JEWISH CENTER OF PRINCETON
435 NASSAU STREETPRINCETONNJ08540216008282501C3$7,200N/AN/ACHARITABLE PURPOSES
THE PENNSYLVANIA STATE UNIVERSITY
OFFICE OF GIFT PLANNINGUNIVERSITY PARKPA16802246000376501C3$23,718N/AN/ACHARITABLE PURPOSES214 103 BUILDING
BROOKLYN LAW SCHOOL
250 JERALEMON STREETBROOKLYNNY11201237227990501C3$50,000N/AN/ACHARITABLE PURPOSES
JEWISH FEDERATION OF SARASOTA
580 MCINTOSH ROADSARASOTAFL34232591227747501C3$6,000N/AN/ACHARITABLE PURPOSES-MANATEE
SARASOTA FILM FESTIVAL
332 COCONUT AVENUESARASOTAFL34236650826229501C3$6,000N/AN/ACHARITABLE PURPOSES
AMERICANS FOR PEACE AND TOLERANCE
15 MAIN STREET SUITE 118WATERTOWNMA02472263251530501C3$10,000N/AN/ACHARITABLE PURPOSES
BROOKLYN HEIGHTS SYNAGOGUE
PO BOX 159MONTVALENJ07645501C3$5,500N/AN/ACHARITABLE PURPOSES
CHOC FOUNDATION
1201 WEST LA VETAORANGECA92868956097416501C3$10,000N/AN/ACHARITABLE PURPOSES
COMMITTEE FOR ACCURACY IN MIDDLE
PO BOX 35040BOSTONMA02135521332702501C3$7,000N/AN/ACHARITABLE PURPOSESEAST REPORTING IN AMERICA
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRIVELOS ANGELESCA90035953964928501C3$17,400N/AN/ACHARITABLE PURPOSES
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104630598743501C3$10,000N/AN/ACHARITABLE PURPOSES
TEMPLE SINAI OF SHARON INC
25 CANTON STSHARONMA02067042348804501C3$5,250N/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
Contribution45ContributionCnt
Noncash Contributions Rpt F990$1,129,982NoncashContributionsRptF990Amt
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 1,994 UNREALIZED LOSS ON GIFT ANNUITIES -228 TOTAL 1,766 UNREALIZED LOSS ON GIFT ANNUITIES 1,994 CHANGE IN CSV OF INSURANCE -228

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