2014-04-07T13:20:06-05:00 2013-06-30 223299874 BEDARD KUROWICKI & CO CPA'S PC 114 BROAD STREET FLEMINGTON NJ 08822 990 2012-07-01 237174039 JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC JEWI 6092190555 4 PRINCESS ROAD NO 206 LAWRENCEVILLE NJ 08648 FLORENCE KAHN 6092190555 2014-03-17 1 JOSEPH M CARDUCCI P00626953 9087827900 2012 2015-11-30 17:44:51Z FLORENCE KAHN 4 PRINCESS ROAD NO 206 LAWRENCEVILLE NJ 08648 1188966 0 X WWW.UJFPMB.ORG X 1964 NJ TO PROMOTE ENDOWED PHILANTHROPU AND TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY AND OTHER CHARITABLE INSTITUTIONS. 24 24 2 30 0 0 733602 882032 71340 72086 171825 234848 0 0 976767 1188966 1284865 938393 0 0 34467 101213 0 0 3425 143162 110838 1462494 1150444 -485727 38522 7416296 7960763 879300 876431 6536996 7084332 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 938393 938393 72086 PROVIDE FUNDS TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY, INCLUDING SPECIFICALLY THE JEWISH COMMUNITY OF MERCEER COUNTY AND PRINCETON, NEW JERSEY AND BUCKS COUNTY, PENNSYLVANIA. 938393 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 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 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 206 LAWRENCEVILLE NJ 08648 FLORENCE KAHN 3.00 X X 0 0 0 JERRY M NEUMANN 1.00 X 0 0 0 ADELE AGIN 3.00 X X 0 0 0 RICHARD M GLAZER 3.00 X X 0 0 0 RONALD BERMAN 1.00 X 0 0 0 ARTHUR BLICK 1.00 X 0 0 0 HOWARD COHEN 1.00 X 0 0 0 MORTON COHEN 1.00 X 0 0 0 FRANCES ZEITLER 1.00 X 0 0 0 ALLEN PORTER 1.00 X 0 0 0 SHERYL PUNIA 1.00 X 0 0 0 SCOTT SCHAEFER 3.00 X X 0 0 0 RONALD SCHNUR 1.00 X 0 0 0 MARTIN SCHWARTZ 3.00 X 0 0 0 KIM PIMLEY 1.00 X 0 0 0 MARC SHEGOSKI 1.00 X 0 0 0 ALLEN SILK 1.00 X 0 0 0 JANE ASILVERMAN 1.00 X 0 0 0 POLLY STRAUSS 1.00 X 0 0 0 ANDREW SMUKLER 1.00 X 0 0 0 JOSEPH BURNS 1.00 X 0 0 0 DAVID NEUFELD 1.00 X 0 0 0 MICHAEL BEKAS 1.00 X 0 0 0 BRIAN CHARTOCK 1.00 X 0 0 0 JULIE MEYERS 20.00 X 55836 0 0 55836 0 0 0 0 0 0 0 882032 368166 882032 FEE INCOME 900099 72086 72086 72086 172386 172386 62462 0 62462 62462 62462 1188966 72086 0 234848 938393 938393 65988 65988 26208 26208 9017 9017 8500 8500 80955 80955 2296 2296 2423 2423 7896 7896 702 702 2929 2929 5137 4135 1002 1150444 938393 208626 3425 802783 675656 2572 2477 2477 0 0 5694813 6360430 918700 922105 7416296 7960763 8406 5700 870894 870731 879300 876431 X 3198898 3564087 3250535 763272 87563 2756973 6536996 7084332 7416296 7960763 X 38522 504850 3964 X 0 1 X 1 0 X 355678 1531317 1164756 733602 882032 4667385 355678 1531317 1164756 733602 882032 4667385 4667385 113234 130060 130021 138615 172386 684316 5351701 0.87210 0.88070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46 23 827193 11297 696574 241819 3189461 3784017 1 1 0 1 X 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 26776 CUSTODIAL ACCOUNTS - CASH AND CASH 47493 CUSTODIAL ACCOUNTS - INVESTMENT ACC 816008 GIFT ANNUITIES 24598 CUSTODIAL ACCOUNTS - GIFT ANNUITIES 7230 922105 1634021 504850 -59795 445055 1188966 0 1188966 1086685 0 1086685 63759 63759 1150444 PART IV, LINE 2B: THE FOUNDATION HOLDS CASH AND CASH EQUIVALENTS, INVESTMENTS AND GIFT ANNUNITITES 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 ANNUNITIES 905. CHANGE IN CSV OF INSURANCE POLICY 3,059. MANAGEMENT FEES NETTED WITH INVESTMENT INCOME -63,759. PART XII, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEES NETTED WITH INVESTMENT INCOME 63,759. 1 ABRAMS HEBREW ACADEMY 31 W COLLEGE AVE YARDLEY PA 19067 216001415 501 (C)3 23600 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 AMERICAN TECHNICAL SOCIETY 212 CENTRE STREET TRENTON NJ 08611 130434195 501 (C)3 5000 N/A N/A CHARITABLE PURPOSE BOYS & GIRLS CLUB OF TRENTON MERCER COUNTY 51 WALTER ST EWING NJ 08628 210634556 501 (C)3 5000 N/A N/A CHARITABLE PURPOSE ELMIRA COLLEGE 1 PARK PLACE ELMIRA NY 14901 160743996 501 (C)3 5000 N/A N/A CHARITABLE PURPOSE GREENWOOD HOUSE 53 WALTER STREET TRENTON NJ 08628 210639867 501 (C)3 145443 N/A N/A CHARITABLE PURPOSE HOMEFRONT INC 1880 PRINCETON AVENUE LAWRENCEVILLE NJ 08648 223165145 501 (C)3 9500 N/A N/A CHARITABLE PURPOSE JEWISH COMMUNITY CAMPUS PRINCETON-MERCER BUCKS 4 PRINCESS ROAD SUITE 206 LAWRENCEVILLE NJ 08648 261261084 501 (C)3 261850 N/A N/A CHARITABLE PURPOSE JEWISH FAMILY & CHILDREN'S SERVICE 707 ALEXANDER ROAD SUITE 102 PRINCETON NJ 08540 210634563 501 (C)3 136575 N/A N/A CHARITABLE PURPOSE JEWISH FEDERATION OF PRINCETON-MERCER BUCKS 4 PRINCESS ROAD SUITE 206 LAWRENCEVILLE NJ 08648 232215070 501 (C)3 194654 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 LUBAVITCH OF BUCKS COUNTY 25 N STATE STREET NEWTOWN PA 18940 233023618 501 (C)3 6000 N/A N/A CHARITABLE PURPOSES TRENTON ARE SOUP KITCHEN 72 EXCHER STREET TRENTON NJ 08605 222392881 501 (C)3 8612 N/A N/A CHARITABLE PURPOSES THE JEWISH CENTER OF PRINCETON 435 NASSAU STREET PRINCETON NJ 08540 216008282 501 (C)3 14255 N/A N/A CHARITABLE PURPOSES THE PENNSYLVANIA STATE UNIVERSITY 123 S BURROWES STREET STATE COLLEGE PA 16801 246000376 501 (C)3 18586 N/A N/A CHARITABLE PURPOSES 15 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 368166 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN GIFT ANNUITY 905. CASH SURRENDER OF VALUE OF LIFE INSURANCE POLICY 3,059.