2015-01-19T10:50:37-06:00 2014-06-30 223299874 BEDARD KUROWICKI & CO CPA'S PC 114 BROAD STREET FLEMINGTON NJ 08822 990 2013-07-01 237174039 JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC JEWI 6092190555 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 SCOTT SCHAEFER PRESIDENT 6092190555 2014-12-12 1 JOSEPH M CARDUCCI P00626953 9087827900 2013 2016-04-25 22:37:26Z X SCOTT SCHAEFER 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 1040313 0 X WWW.JCFGREATERMERCER.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. 19 19 2 30 0 0 882032 740129 72086 81262 234848 218922 0 0 1188966 1040313 938393 775388 0 0 101213 105896 0 0 7474 110838 149148 1150444 1030432 38522 9881 7960763 9514487 876431 1433837 7084332 8080650 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 776854 775388 81262 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. 776854 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 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ PA X HEATHER BERMAN 6092190555 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 FLORENCE KAHN TREASURER 3.00 X X 0 0 0 JERRY M NEUMANN TRUSTEE 1.00 X 0 0 0 DON LEIBOWITZ TRUSTEE 1.00 X 0 0 0 RICHARD M GLAZER SECRETARY 3.00 X X 0 0 0 JOSHUA WALDORF TRUSTEE 1.00 X 0 0 0 DAVID NEUFELD 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 FRANCES ZEITLER TRUSTEE 1.00 X 0 0 0 ALLEN PORTER TRUSTEE 1.00 X 0 0 0 SHERYL PUNIA 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 ANDREW SMUKLER TRUSTEE 1.00 X 0 0 0 JOSEPH BURNS TRUSTEE 1.00 X 0 0 0 ALLEN SILK TRUSTEE 1.00 X 0 0 0 JANE ASILVERMAN TRUSTEE 1.00 X 0 0 0 BRIAN CHARTOCK VICE PRESIDENT 3.00 X X 0 0 0 JULIE MEYERS EXECUTIVE DIRECTOR 30.00 X 67315 0 0 67315 0 0 0 0 0 0 0 740129 175773 740129 FEE INCOME 900099 81262 81262 81262 170781 170781 48141 0 48141 48141 48141 1040313 81262 0 218922 775388 775388 68642 68642 28079 28079 9175 9175 6308 6308 88238 88238 12451 12451 5079 5079 8002 8002 206 206 5438 5438 7795 5527 2268 REAL ESTATE TAXES 14038 14038 PROMOTIONAL MATERIAL 1466 1466 DIRECT FUNDRAISING EXPE 127 127 1030432 776854 246104 7474 675656 563471 2572 2628 2477 2477 0 0 6360430 7463521 922105 1484867 7960763 9514487 5700 5700 870731 1428137 876431 1433837 X 3564087 3970684 763272 900206 2756973 3209760 7084332 8080650 7960763 9514487 X 9881 981082 5355 X 0 1 X 1 0 X 1531317 1164756 733602 882032 740129 5051836 1531317 1164756 733602 882032 740129 5051836 5051836 130060 130021 138615 172386 170781 741863 5793699 0.87200 0.87210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48 26 557438 126208 526714 248674 3643723 4307537 1 1 0 1 X 62100 9840 2545 69395 87563 5629 31092 62100 88914 1970 3321 87563 77430 13773 2289 88914 72571 1738 4804 1683 77430 1.00000 0 0 2477 2477 0 0 CSV OF LIFE INSURANCE POLICY 30124 CUSTODIAL ACCOUNTS - CASH AND CASH 62491 CUSTODIAL ACCOUNTS - INVESTMENT ACC 1357747 GIFT ANNUITIES 26606 CUSTODIAL ACCOUNTS - GIFT ANNUITIES 7899 1484867 1956407 981082 -64988 916094 1040313 0 1040313 960089 0 960089 70343 70343 1030432 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 GAIN IN GIFT ANNUITIES 2,007. CHANGE IN CSV OF INSURANCE POLICY 3,348. MANAGEMENT FEES NETTED WITH INVESTMENT INCOME -70,343. PART XII, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEES NETTED WITH INVESTMENT INCOME 70,343. 1 ABRAMS HEBREW ACADEMY 31 W COLLEGE AVE YARDLEY PA 19067 216001415 501 (C)3 18600 N/A N/A CHARITABLE PURPOSE ACLD 807 SOUTH OYSTER BAY ROAD BETHPAGE NY 11714 116042250 501 (C)3 7000 N/A N/A CHARITABLE PURPOSE PRINCETON HEALTHCARE SYSTEM FOUNDATION 3626 US ROUTE 1 PRINCETONI NJ 08540 222225911 501 (C)3 20000 N/A N/A CHARITABLE PURPOSE AMERICAN JEWISH COMMITTEE 225 MILLBURN AVE MILLBURN NJ 07041 135563393 501 (C)3 23500 N/A N/A CHARITABLE PURPOSE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 501 (C)3 10000 N/A N/A CHARITABLE PURPOSE GREENWOOD HOUSE 53 WALTER STREET TRENTON NJ 08628 210639867 501 (C)3 132446 N/A N/A CHARITABLE PURPOSE HOMEFRONT INC 1880 PRINCETON AVENUE LAWRENCEVILLE NJ 08648 223165145 501 (C)3 18500 N/A N/A CHARITABLE PURPOSE WHYY 150 N 6TH STREET PHILADELPHIA PA 19106 231438083 501 (C)3 5250 N/A N/A CHARITABLE PURPOSE JEWISH FAMILY & CHILDREN'S SERVICE 707 ALEXANDER ROAD SUITE 102 PRINCETON NJ 08540 210634563 501 (C)3 159313 N/A N/A CHARITABLE PURPOSE JEWISH FEDERATION OF PRINCETON-MERCER BUCKS 4 PRINCESS ROAD SUITE 206 LAWRENCEVILLE NJ 08648 232215070 501 (C)3 209452 N/A N/A CHARITABLE PURPOSE JOSHUA HARR SHANE FOUNDATION 5 HIDDEN SPRINGS LANE EAST WINDSOR NJ 08520 203549310 501 (C)3 20000 N/A N/A CHARITABLE PURPOSES CONGREGATION BETH CHAIM 329 VILLAGE ROAD EAST PRINCETON JUNCTION NJ 08550 237129982 501 (C)3 5254 N/A N/A CHARITABLE PURPOSES TRENTON AREA SOUP KITCHEN 72 EXCHER STREET TRENTON NJ 08605 222392881 501 (C)3 6655 N/A N/A CHARITABLE PURPOSES THE JEWISH CENTER OF PRINCETON 435 NASSAU STREET PRINCETON NJ 08540 216008282 501 (C)3 32800 N/A N/A CHARITABLE PURPOSES THE PENNSYLVANIA STATE UNIVERSITY 123 S BURROWES STREET STATE COLLEGE PA 16801 246000376 501 (C)3 18923 N/A N/A CHARITABLE PURPOSES AUTOIMMUNE ENCEPHALITIS ALLIANCE 920 URBAN AVENUE DURHAM NC 27701 461584730 501 (C)3 5000 N/A N/A CHARITABLE PURPOSES 16 0 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 16 175773 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: CHANGE IN GIFT ANNUITY 2,007. CASH SURRENDER OF VALUE OF LIFE INSURANCE POLICY 3,348.