2017-05-15T10:05:49-05:00 2016-06-30 223299874 BEDARD KUROWICKI & CO CPA'S PC 114 BROAD STREET FLEMINGTON NJ 08822 990 2015-07-01 237174039 JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC JEWI 6092190555 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 SCOTT SCHAEFER PRESIDENT 6092190555 2017-05-04 1 JOSEPH M CARDUCCI P00626953 9087827900 2015 2021-01-29 14:40:06Z SCOTT SCHAEFER 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 1413254 0 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. 23 23 2 30 0 0 813865 864234 87565 83301 254752 148291 0 313298 1156182 1409124 1094885 1351430 0 0 109471 114483 0 0 23294 180602 167783 1384958 1633696 -228776 -224572 9083509 8825669 1378068 1597062 7705441 7228607 X THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER, INC. IS LOCATED IN LAWRENCVILLE, NEW JERSEY. THE FOUNDATION IS ORGANIZED TO WORK IN CLOSE ASSOCIATION WITH THE UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS 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. 0 0 1524345 1351430 83301 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. 1524345 1 1 0 0 0 1 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 2 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ PA X JULIE MEYERS 6092190555 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 BRIAN CHARTOCK TRUSTEE 1.00 X 0 0 0 HOWARD COHEN EX OFFICER, TRUSTEE 1.00 X 0 0 0 MORTON COHEN TRUSTEE 1.00 X 0 0 0 RICHARD GLAZER SECRETARY 1.00 X X 0 0 0 FLORENCE KAHN TRUSTEE 1.00 X 0 0 0 CURTIS LOEB TREASURER 3.00 X X 0 0 0 DONALD LEIBOWITZ TRUSTEE 1.00 X 0 0 0 MIKE MANNING TRUSTEE 1.00 X 0 0 0 DAVID NEUFELD 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 RONALD SCHNUR TRUSTEE 1.00 X 0 0 0 MARTIN SCHWARTZ VICE PRESIDENT 3.00 X X 0 0 0 ALLEN SILK TRUSTEE 1.00 X 0 0 0 JOANNE SNOW VICE PRESIDENT 3.00 X X 0 0 0 JOSHUA WALDORF TRUSTEE 1.00 X 0 0 0 FRANCES ZEITLER TRUSTEE 1.00 X 0 0 0 JULIE L MEYERS EXECUTIVE DIRECTOR 30.00 X 71997 0 0 HARVEY FRAM TRUSTEE 1.00 X 0 0 0 CHERYL GORSKI TRUSTEE 1.00 X 0 0 0 STEPHANIE WILL TRUSTEE 1.00 X 0 0 0 MARSHA KRAKAUER TRUSTEE 1.00 X 0 0 0 J BRAD STANGER TRUSTEE 1.00 X 0 0 0 71997 0 0 0 0 0 0 0 864234 557273 864234 FEE INCOME (FROM DONOR 900099 83301 83301 83301 152421 152421 4130 -4130 -4130 -4130 PROCEEDS FROM LAND INT 900099 284379 284379 REIMBURSEMENT OF JCC E 900099 28919 28919 313298 1409124 83301 0 461589 1351430 1351430 73008 54756 18252 31593 23695 7898 9882 7412 2470 6088 6088 87082 65312 21770 22599 21300 1299 3211 3211 5091 5091 5000 5000 24585 4502 20083 8707 8707 JCC EXPENSES 4980 4980 PROMOTIONAL MATERIAL 440 440 1633696 1524345 86057 23294 601533 39267 2789 3104 2477 2477 0 0 7044781 7143849 1434406 1639449 9083509 8825669 5700 7420 1372368 1589642 1378068 1597062 X 3824764 3654529 877556 843998 3003121 2730080 7705441 7228607 9083509 8825669 X -224572 -255352 3090 X 0 1 X 1 0 X 733602 882032 740129 813865 864234 4033862 733602 882032 740129 813865 864234 4033862 4033862 138615 172386 170781 168929 152421 803132 313298 313298 5150292 0.78320 0.84740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62 30 661765 461384 974817 391613 3062018 4081906 1 1 0 1 X 66864 6000 -1453 2778 68633 69395 239 2770 66864 62100 9840 2545 69395 87563 5629 31092 62100 88914 1970 3321 87563 1.00000 0 0 2477 2477 0 0 CSV OF LIFE INSURANCE POLICY 37763 CUSTODIAL ACCOUNTS - INVESTMENT ACC 1583217 GIFT ANNUITIES 12044 CUSTODIAL ACCOUNTS - GIFT ANNUITIES 6425 1639449 1263923 -255352 179457 -75895 1339818 69306 69306 1409124 1740757 176367 176367 1564390 69306 69306 1633696 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS IN GIFT ANNUITIES -920. CHANGE IN CSV OF INSURANCE POLICY 4,010. INVESTMENT LOSSES NET WITH REVENUE ON 990 176,367. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT LOSSES NET WITH REVENUE ON 990 176,367. 1 ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVENUE YARDLEY PA 19067 216001415 501(C)3) 70057 N/A N/A CHARITABLE PURPOSES ADATH ISRAEL CONGREGATION 1958 LAWRENCEVILLE ROAD LAWRENCEVILLE NJ 08648 210658528 501(C)3) 8420 N/A N/A CHARITABLE PURPOSES AJC NEW JERSEY 225 MILLBURN AVE SUITE 305 MILLBURN NJ 07041 135563393 501(C)3) 25000 N/A N/A CHARITABLE PURPOSES BETH EL SYNANGOGUE 50 MAPLE STREAM ROAD EAST WINDSOR NJ 08520 221909456 501(C)3) 7430 N/A N/A CHARITABLE PURPOSES CONGREGATION BETH CHAIM 329 VILLAGE ROAD EAST PRINCETON JUNCTION NJ 08550 237129982 501(C)3) 14992 N/A N/A CHARITABLE PURPOSES GREENWOOD HOUSE 53 WALTER STREET EWING NJ 08628 210639867 501(C)3) 164312 N/A N/A CHARITABLE PURPOSES HOMEFRONT INC 1880 PRINCETON AVENUE LAWRENCEVILLE NJ 08648 223165145 501(C)3) 325000 N/A N/A CHARITABLE PURPOSES JEWISH COMMUNITY FOUNDATION OF GREAT MERCER 4 PRINCESS ROAD SUITE 211 LAWRENCEVILLE NJ 08648 237174039 501(C)3) 80981 N/A N/A CHARITABLE PURPOSES JEWISH FAMILY & CHILDREN'S SERVICES 707 ALEXANDER ROAD SUITE 102 PRINCETON JUNCTION NJ 08540 210634563 501(C)3) 157326 N/A N/A CHARITABLE PURPOSES JEWISH FEDERATION PRINCETON MERCER BUCKS 4 PRINCESS ROAD SUITE 211 LAWRENCEVILLE NJ 08648 232215070 501(C)3) 294567 N/A N/A CHARITABLE PURPOSES JOSHUA HARR SHANE FOUNDATION 5 HIDDEN SPRINGS LANE EAST WINDSOR NJ 08520 203549310 501(C)3) 20000 N/A N/A CHARITABLE PURPOSES SHALOM HERITAGE CENTER 639 ABBINGTON DRIVE EAST WINDSOR NJ 08520 222259792 501(C)3) 6800 N/A N/A CHARITABLE PURPOSES SHALOM TORAH ACADEMY 70 AMBOY DRIVE MORGANVILLE NJ 07751 222259792 501(C)3) 5720 N/A N/A CHARITABLE PURPOSES THE JEWISH CENTER OF PRINCETON 435 NASSAU STREET PRINCETON NJ 08540 216008282 501(C)3) 41217 N/A N/A CHARITABLE PURPOSES THE PENNSYLVANIA STATE UNIVERSITY OFFICE OF GIFT PLANNING 214 103 BUILDING UNIVERSITY PARK PA 16802 246000376 501(C)3) 18594 N/A N/A CHARITABLE PURPOSES TRENTON AREA SOUP KITCHEN 72 ESCHER STREET PO BOX 872 TRENTON NJ 08605 222392881 501(C)3) 8718 N/A N/A CHARITABLE PURPOSES WOMANSPACE INC 1530 BRUNSWICK AVENUE LAWRENCEVILLE NJ 08648 222172522 501(C)3) 6000 N/A N/A CHARITABLE PURPOSES AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET 11TH FLOOR NEW YORK NY 10018 222584370 501(C)3) 10000 N/A N/A CHARITABLE PURPOSES BOYS AND GIRLS CLUB OF MERCER COUNTY 328 SOUTH MAIN STREET PENNINGTON NJ 08534 731658119 501(C)3) 7288 N/A N/A CHARITABLE PURPOSES CONGREGATION TORAS EMES 639 ABBINGTON DRIVE EAST WINDSOR NJ 08520 264703782 501(C)3) 5720 N/A N/A CHARITABLE PURPOSES ELMIRA COLLEGE 1 PARK PLACE ELMIRA NY 14901 160743996 501(C)3) 7288 N/A N/A CHARITABLE PURPOSES KEHILAT HANAHAR 85 WEST MECHANIC STREET NEW HOPE PA 18938 223339474 501(C)3) 5180 N/A N/A CHARITABLE PURPOSES LILITH MAGAZINE 250 WEST 57TH STREET 2432 NEW YORK NY 10107 132794121 501(C)3) 7288 N/A N/A CHARITABLE PURPOSES OR CHADASH 149 FOOTHILL ROAD FLEMINGTON NJ 08822 521594309 501(C)3) 5720 N/A N/A CHARITABLE PURPOSES OUR SOLDIERS SPEAK PO BOX 138 MIDTOWN STATION NEW YORK NY 10018 800546666 501(C)3) 6500 N/A N/A CHARITABLE PURPOSES PRINCETON HEALTHCARE SYSTEM FOUNDATION ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222225911 501(C)3) 6000 N/A N/A CHARITABLE PURPOSES TEMPLE BETH EL 67 US HIGHWAY 206 HILLSBOROUGH NJ 08844 226082731 501(C)3) 5900 N/A N/A CHARITABLE PURPOSES THE COLLEGE OF NEW JERSEY FOUNDATION PO BOX 7718 EWING NJ 08628 222448189 501(C)3) 10000 N/A N/A CHARITABLE PURPOSES 28 PART I, LINE 2: GRANT MONITORING SCHEDULE I, 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 22 557273 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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, PART VI, SECTION B, 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, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON GIFT ANNUITIES -920. CHANGE IN CSV OF INSURANCE 4,010.