2014-07-29T14:39:04-05:00 2013-12-31 221478099 COHNREZNICK LLP 4 BECKER FARM ROAD ROSELAND NJ 07068 990 2013-01-01 210634536 MASONIC CHARITY FOUNDATION OF NEW JERSEY MASO 6092393826 902 JACKSONVILLE ROAD BURLINGTON NJ 08016 IAN KORMAN CPA SENIOR DIRECTOR OF FINANCE 6092393826 2014-07-28 1 KIM BRANDLEY P00538270 9732283500 2013 2015-11-30 17:44:51Z JOSEPH T MEZZINA 902 JACKSONVILLE ROAD BURLINGTON NJ 08016 152870573 0 X WWW.NJMASONIC.ORG X 1898 NJ A NONPROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF RECEIVING, MAINTAINING, AND ADMINISTERING ENDOWMENTS AND FUNDS EXCLUSIVELY FOR CHARITABLE, BENEVOLENT AND HEALTHCARE PURPOSES. LONG TERM NURSING CARE, RESIDENTIAL LIVING, AND HOSPICE SERVICES ARE PROVIDED. 15 15 720 1532 0 0 3004264 2369898 29490333 29639728 2129732 9259757 173243 183227 34797572 41452610 21000 15750 0 0 20261692 20617077 0 0 425099 19781571 20074704 40064263 40707531 -5266691 745079 161518366 159683665 57923374 52330983 103594992 107352682 X THE FOUNDATION PROVIDES RESIDENTIAL AND LONG-TERM NURSING CARE TO NURSING HOME RESIDENTS 0 0 33855592 43063019 THE FOUNDATION PROVIDES RESIDENTIAL AND LONG-TERM NURSING CARE TO NURSING HOME RESIDENTS. 15750 15750 EDUCATIONAL GRANTS AND SCHOLARSHIPS. THE FOUNDATION AWARDS HIGH SCHOOL GRADUATES OF NEW JERSEY EDUCATIONAL GRANTS THAT ARE FOR POST HIGH SCHOOL EDUCATION. THE FOUNDATION ALSO AWARDS VARIOUS GRANTS AND SCHOLARSHIPS. 10000 THE OUTREACH PROGRAM IS PROVIDED FOR MASONS AND THEIR FAMILIES WHO NEED FINANCIAL, LEGAL OR OTHER ASSISTANCE. SUBSTANCE ABUSE AND OTHER MISCELLANEOUS PROGRAMS TO HELP BOTH MASONS AND NON-MASONS IN NEED OF ASSISTANCE. 33881342 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 88 5 1 720 1 0 0 0 0 0 0 1 20 0 0 1 0 X 15 15 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X IAN P KORMAN CPA 6092393826 902 JACKSONVILLE ROAD BURLINGTON NJ 080163814 ANGELO A CAPRIO TRUSTEE 3.00 X 0 0 0 ANTHONY W MONTUORI TRUSTEE 5.00 X 0 0 0 DAVID A DORWORTH CHAIRMAN 5.00 X X 0 0 0 EDGAR M COSTER TRUSTEE 5.00 X 0 0 0 EDWARD R PETKEVIS ASST SECRETARY 5.00 X X 0 0 0 GEORGE H HEFLICH JR TRUSTEE 5.00 X 0 0 0 GERALD J SHARPE VICE CHAIRMAN 5.00 X X 0 0 0 GREGORY J SCOTT TRUSTEE 3.00 X 0 0 0 GLENN R TRAUTMANN TRUSTEE 5.00 X 0 0 0 JACK MILADIN TRUSTEE 5.00 X 0 0 0 JAMES C GAUL TRUSTEE 3.00 X 0 0 0 JOSEPH H RIVAL JR TRUSTEE 5.00 X 0 0 0 JOSEPH T MEZZINA PRESIDENT 10.00 X X 0 0 0 KEITH A HERMAN TRUSTEE 3.00 X 0 0 0 RICHARD F SCHMIDT TRUSTEE 5.00 X 0 0 0 ROGER QUINTANA VICE PRESIDENT 5.00 X X 0 0 0 WALTER KAULFERS TRUSTEE 3.00 X 0 0 0 WILLIAM L MORRIS JR TRUSTEE 5.00 X 0 0 0 IAN P KORMAN TREASURER/ SR. DIRECTOR OF FINANCE 40.00 X 109318 0 24055 ROBERT J SHERIDAN SECRETARY 3.00 X 0 0 0 CHERYL RAHILLY DIRECTOR OF NURSING 40.00 X 105813 0 3941 CHRISTOPHER S ABBOTT DIRECTOR OF DEVELOPMENT 40.00 X 114420 0 11540 CINDY A SHEMANSKY ADMINISTRATOR 40.00 X 127707 0 29031 JOSEPH FRANKEN HOSPICE ADMINISTRATOR 40.00 X 101722 0 36234 558980 0 104801 5 0 1 0 PRINCETON SENIOR LIVING 13 ROSZEL ROAD C122 PRINCETON NJ 08540 MANAGEMENT SERVICES 1156317 GENESIS REHABILITATION SERVICES 184 BETHLEHEM PIKE PHILADELPHIA PA 19118 SERVICES 733716 2 395233 1974665 2369898 SERVICES FOR RESIDENTS NET OF CON 812900 29639728 29639728 29639728 1812379 1812379 17950 0 17950 17950 17950 118859728 2645 111414995 0 7444733 2645 7447378 7447378 27265 2968 24297 24297 CAFETERIA/VENDING 900099 87249 87249 MISCELLANEOUS INCOME 900099 48685 48685 GIFT SHOP 900099 5046 5046 140980 41452610 29780708 0 9302004 15750 15750 134254 134254 15405364 13259412 1873483 272469 779248 674878 97672 6698 3157245 2757688 389167 10390 1140966 975567 144851 20548 919539 919539 42568 42568 95463 95463 72077 72077 380949 95870 285079 71563 5492 66071 849458 498844 316119 34495 23942 23942 1888188 1888188 12053 9293 1104 1656 26499 26499 2323330 2323330 3963565 3963565 1071341 3173 1068168 MEDICAL EXPENSE 2045326 2045326 HOSPICE 1679153 1679153 FOOD AND BEVERAGE 1615367 1615367 RESIDENT EXPENSE 1075303 1075025 278 1919020 995421 871255 52344 40707531 33881342 6401090 425099 4126685 5309716 920173 851504 2189419 1887708 405928 407321 211436 155420 301846 525513 140634099 69728235 72308904 70905864 56049806 52705765 12827944 14615128 12176225 12319726 161518366 159683665 11774708 8413994 42608895 41321700 1049685 402817 2490086 2192472 57923374 52330983 X 83537943 86237742 5978609 6674230 14078440 14440710 103594992 107352682 161518366 159683665 X 745079 -880390 3893001 X X 0 1 X 1 0 X 7379375 6246285 4440569 3004264 2369898 23440391 7379375 6246285 4440569 3004264 2369898 23440391 3713059 19727332 2084122 1738257 2248660 1910409 1830329 9811777 292180 385583 178836 151826 140980 1149405 34401573 143643954 0.57340 0.59880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2009 AMOUNT: $ 292,180. 2010 AMOUNT: $ 385,583. 2011 AMOUNT: $ 178,836. 2012 AMOUNT: $ 151,826. 2013 AMOUNT: $ 140,980. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 70485320 38540 7675803 8514500 69685163 73192061 1722938 1889321 6319000 70485320 76336978 597565 2351083 6093565 73192061 70153666 3486105 8725145 6027938 76336978 65260300 2003314 9340052 6450000 70153666 0.76180 0.20720 0.03100 0 0 5909617 5909617 111197741 50803288 60394453 1226243 1096072 130171 19881219 17739472 2141747 2419279 89403 2329876 70905864 MORTGAGE/ASSET-BACKED SECURITIES 166311 F ALTERNATIVE INVESTMENTS 14448817 F 14615128 ACCRUED INVESTMENT INCOME 12736 ASSETS LIMITED TO USE UNDER INDENTURE AGREEMENT 3600738 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 6256478 DEFERRED FINANCING FEES, NET 196613 PROJECT / BOND FUND 1364071 RESIDENT ACCOUNTS 402817 OTHER NONCURRENT ASSETS 486273 12319726 DEFERRED GIFT PLANS SUPPORT 2192472 2192472 X 44705221 -880390 240000 3893001 3252611 41452610 0 41452610 40947531 240000 240000 40707531 0 40707531 PART IV, LINE 2B: THE FOUNDATION HOLDS ACCOUNTS AS CUSTODIAN FOR RESIDENTS AS REPORTED ON PART X, LINE 21 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE AND LOCAL INCOME TAXES. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2013 AND 2012. THE FOUNDATION'S U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO CALENDAR YEARS 2010 AND 2009, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 40,915. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 353,959. PENSION COSTS 3,498,127. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 10009085 0 0 0 0 0 0 10009085 0 10009085 0 0 0 0 0 0 27265 2232 736 1 1.00000 27265 2232 736 2968 24297 NJ 1 0 1 0 0.50000 0.50000 IAN P KORMAN SENIOR DIRECTOR OF FINANCE 902 JACKSONVILLE ROAD BURLINGTON NJ 08016 0 0 1 SCHOLARSHIPS 9 15750 1 X X 0 0 0 0 0 0 0 0 0 CINDY A SHEMANSKY ADMINISTRATOR 127569 0 0 0 138 0 3960 0 26009 0 157676 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS ENTERED INTO A MANAGEMENT CONTRACT WITH PRINCETON SENIOR LIVING FORM 990, PART VI, SECTION A, LINE 6 THE PEOPLE WHO BELONG TO THIS ORGANIZATION ARE CONSIDERED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS MAY ELECT THOSE MEMBERS WHO QUALIFY TO BE ON THE GOVERNING BODY OF THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES POLICY ON CONFLICT OF INTEREST BY INFORMING BOARD MEMBERS TO REPORT ANY AND ALL CONFLICTS OF INTEREST THAT MAY IMPACT THE ORGANIZATION. EACH TRUSTEE SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THERE IS AN EXECUTIVE COMPENSATION COMMITTEE TO DETERMINE OFFICERS' AND KEY EMPLOYEES' COMPENSATION. MEMBERS OF THE ORGANIZATION'S GOVERNING BOARD WILL THEN RATIFY THE RECOMMENDATION MADE BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 MASONIC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 40,915. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 353,959. PENSION LIABILITY ADJUSTMENT 3,498,127. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THESE RESPONSIBILITIES. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GRAND LODGE OF FREE & ACCEPTED MASONS OF NJ 100 BARRACK STREET TRENTON NJ 08608 210454866 FRATERNAL ORGANIZATION NJ 501(C)(10) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 GRAND LODGE OF NEW JERSEY S 395233