2018-11-01T09:21:32-05:00 2017-12-31 222066886 MOHEL ELLIOTT BAUER & GASS CPAS PA 8 EXECUTIVE DRIVE SUITE 1 TOMS RIVER NJ 08755 990 2017-01-01 222140175 JEWISH FEDERATION OF OCEAN COUNTY JEWI 7323630530 1235A ROUTE 70 LAKEWOOD NJ 08701 SHELLY NEWMAN PRESIDENT 7323630530 2018-10-31 1 GERWIN K BAUER P00064608 7323636500 2018-10-31 96.75.185.25 2018-10-31 11:56:27 ED P 638ACB44BD97C4BE7F6F44ADF0BFB2F8DD41AD77 638ACB44BD97C4BE7F6F44ADF0BFB2F8DD41AD77 2017 2018-06-14 16:35:46Z SHELLY NEWMAN 1235A ROUTE 70 LAKEWOOD NJ 08701 1300504 0 X WWW.JEWISHOCEANCOUNTY.ORG X 1977 NJ PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY WITHIN OCEAN COUNTY AND THROUGHOUT THE WORLD. 31 31 7 0 0 0 937149 1247728 570 117 19401 5423 25076 47236 982196 1300504 11241 8871 0 0 226598 241763 0 0 56962 766605 1040196 1004444 1290830 -22248 9674 719205 703358 202604 177083 516601 526275 TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY; TO PLAN FOR THE PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT OF THE OCEAN COUNTY JEWISH COMMUNITY AND TO FOSTER COOPERATION AMONGST OCEAN COUNTY JEWISH ORGANIZATIONS, COMMITTEES AND INDIVIDUALS. 0 0 8871 8871 ALLOCATING FINANCIAL ASSISTANCE TO VARIOUS INSTITUTIONS UNDER JEWISH FEDERATIONS OF NORTH AMERICA. 968603 117 PROVIDING FOR UNMET HOME CARE NEEDS FOR JEWISH NAZI VICTIMS, COUNSELING AND CULTURAL SERVICES THROUGH JEWISH FAMILY AND CHILDRENS SERVICES. 195706 25300 AIDING IN VARIOUS ACTIVITIES, BOTH DIRECTLY AND INDIRECTLY THROUGH OTHER INSTITUTIONS TOWARDS THE BENEFIT OF THE COMMUNITY. 1173180 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 7 1 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X JEWISH FEDERATION 7323630530 1235A ROUTE 70 LAKEWOOD NJ 08701 X SHELLY NEWMAN PRESIDENT 5.00 X X 0 0 0 LAWRENCE MANDEL ESQ VICE PRESIDENT JCRC 2.00 X X 0 0 0 MICHAEL BERMAN ESQ VICE PRESIDENT JFCS 2.00 X X 0 0 0 ELLYN LYONS VICE PRESIDENT DEVELOPMENT 2.00 X X 0 0 0 RUTH KERR TREASURER 3.00 X X 0 0 0 ALAN KRUPNICK SECRETARY 3.00 X X 0 0 0 LYNN BERKOWITZ TRUSTEE 1.00 X 0 0 0 CAROL BRICHKE TRUSTEE 1.00 X 0 0 0 DOUGLAS COLLIER TRUSTEE 1.00 X 0 0 0 JONATHAN FIELDS TRUSTEE 1.00 X 0 0 0 CYNDY FRIEDLAND TRUSTEE 1.00 X 0 0 0 RICHARD GAINES TRUSTEE 1.00 X 0 0 0 LISA GERTNER TRUSTEE 1.00 X 0 0 0 ROSS GERTNER TRUSTEE 1.00 X 0 0 0 FRANCINE GIMPEL TRUSTEE 1.00 X 0 0 0 RACHAEL KAUFMAN TRUSTEE 1.00 X 0 0 0 PETER KITAY TRUSTEE 1.00 X 0 0 0 PAM LIGORSKI TRUSTEE 1.00 X 0 0 0 ANNABEL LINDENBAUM TRUSTEE 1.00 X 0 0 0 RABBI DEBORAH MILLER TRUSTEE 1.00 X 0 0 0 DAVID ROSEN TRUSTEE 1.00 X 0 0 0 LAUREN ROSEN TRUSTEE 1.00 X 0 0 0 RANDI ROZOVSKY TRUSTEE 1.00 X 0 0 0 MAX SCHLOFF ESQ TRUSTEE 1.00 X 0 0 0 FRED SCHRAGGER TRUSTEE 1.00 X 0 0 0 BARBARA SCHULMAN TRUSTEE 1.00 X 0 0 0 HARRIET SELINGER TRUSTEE 1.00 X 0 0 0 ANISE SINGER TRUSTEE 1.00 X 0 0 0 MONA STERNBACH TRUSTEE 1.00 X 0 0 0 SANDY WELSHER TRUSTEE 1.00 X 0 0 0 MICHAEL YORK TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 986760 260968 1247728 FAMILY SERV COUNSELING 624100 117 117 117 5423 5423 OTHER 624100 25300 25300 UNREALIZED GAIN FROM S 624100 13036 13036 REALIZED GAIN FROM SEC 624100 8900 8900 47236 1300504 25417 0 27359 8871 8871 220272 160448 22434 37390 21491 15589 2213 3689 6550 6550 10312 10312 3585 2239 505 841 4891 3571 489 831 10709 7685 1134 1890 952 603 131 218 11028 11028 OTHER DIRECT COSTS 940618 937899 2719 INSURANCE 13528 9875 1353 2300 REAL ESTATE TAXES 10443 7202 1200 2041 TELEPHONE 8382 5029 1257 2096 19198 14169 2082 2947 1290830 1173180 60688 56962 80889 156677 3121 3600 66405 62628 1429 5006 435077 137622 253348 297455 314013 177992 719205 703358 202604 171583 5500 202604 177083 X 203564 219131 313037 307144 516601 526275 719205 703358 9674 0 X X 0 1 X 1 0 X 847938 421798 808688 937149 1247728 4263301 2360 1623 1242 570 117 5912 850298 423421 809930 937719 1247845 4269213 0 0 0 4269213 8983 4985 5082 19401 5423 43874 8983 4985 5082 19401 5423 43874 31380 82677 14208 25076 47236 200577 890661 511083 829220 982196 1300504 4513664 0.94580 0.93110 0.00970 0.01410 X 50000 50000 215024 24690 190334 96891 96891 0 73162 16041 57121 297455 RUSSELL MUTUAL FUNDS 21463 F HARBOR MUTUAL FUNDS 5034 F PIMCO LOW DURATION CLASS A 22156 F TEMPLETON GLOBAL FUND CLASS A 9581 F VANGUARD MUTUAL FUNDS 28176 F THE OAKMARK INTERNATIONAL FUND 7998 F METROPOLITAN WEST TOTAL RETURN FUND 14584 F EATON VANCE FLOATING RATE HIGH 3462 F MFS MUTUAL FUNDS 20216 F NEW WORLD FUND CLASS F-2 6011 F T ROWE PRICE FUNDS 11974 F GENERAL MONEY MARKET FUND CLASS B 2631 C ISHARES FUNDS 18479 F AMG MANAGERS MID CAP 2644 F COHEN & STEERS REAL ESTATE FUND 3583 F 177992 X 1300504 0 1300504 0 1300504 1290830 0 1290830 0 1290830 PART X, LINE 2: THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH FIN 48. 0 JEWISH FEDERATION OF NORTH AMERICA 8871 PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY THROUGHOUT THE WORLD.PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO 1 0 FORM 990, PART VI, SECTION A, LINE 2 ALAN KRUPNICK AND LAWRENCE MANDEL ARE RELATED, BROTHER-IN-LAWS. DAVID ROSEN AND LAUREN ROSEN ARE HUSBAND AND WIFE. ROSS GERTNER AND LISA GERTNER ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE BY-LAWS STATE THAT THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION AND ANY INDIVIDUAL 12 YEARS OR OLDER AND MAKES A MINIMUM PLEDGE IS A MEMBER AND CAN VOTE AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING THE MEMBERSHIP VOTES FOR THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE AUDITED FINANCIAL STATEMENT AND DRAFT OF FORM 990 IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ALL VENDORS ARE APPROVED BY THE DIRECTOR AND ALSO MONITORS THE BUSINESS RELATIONSHIPS TO ENSURE THAT NO CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: A DRAFT OF THE FINANCIAL STATEMENTS IS PROVIDED TO THE DIRECTORS FOR REVIEW. AFTER REVIEW BY THE PRESIDENT, TREASURER & EXECUTIVE DIRECTOR THE FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD FOR APPROVAL. JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY NEW YORK NY 10004 131624240 FUNDRAISING SUPPORT NY 501(C)(3) 170(B)(1)(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0