2013-05-14T08:38:55-05:00 2012-06-30 223299874 BEDARD KUROWICKI & CO CPA'S PC 114 BROAD STREET FLEMINGTON NJ 08822 990 2011-07-01 232215070 UNITED JEWISH FEDERATION OF PRINCETON MERCER & BUCKS INC UNIT 6092190555 4 PRINCESS ROAD NO 206 LAWRENCEVILLE NJ 08648 MARK MERKOVITZ 6092190555 2013-05-10 1 JOSEPH M CARDUCCI P00626953 9087827900 2011 2016-02-25 16:41:14Z MARK MERKOVITZ 4 PRINCESS ROAD LAWRENCEVILLE NJ 08648 1397323 0 X WWW.UJFPMB.ORG X 1931 NJ TO SERVE AS THE COMMUNITY UMBRELLA ORGANIZATION DEDICATED TO THE PRESERVATION AND ENRICHMENT OF JEWISH LIFE IN OUR SERVICE AREA, ISRAEL AND THROUGHOUT THE WORLD. 49 46 11 200 0 0 3321242 1306876 5000 7250 61293 22342 -2695 5595 3384840 1342063 907810 770110 0 0 519806 347064 0 0 178763 339781 243586 1767397 1360760 1617443 -18697 2265218 2084480 1178494 1041005 1086724 1043475 X THE UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS,INC., LOCATED IN LAWRENCEVILLE, NJ, SERVES AS THE UMBRELLA ORGANIZATION DEDICATED TO THE PRESERVATION AND ENRICHMENT OF JEWISH LIFE IN THE GREATER BUCKS AREA, IN ISRAEL AND THROUGHOUT THE WORLD. THE FEDERATION'S GOAL IS TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE COMUNITY AND ASSIST LOCAL AND INTERNATIONAL AGENCIES IN THE DEVELOPMENT, IMPLEMENTATION AND COORDINATION OF THE PROGRAMS DESIGNED TO MEET THOSES NEEDS. 0 0 1075791 770110 7250 FEDERATION IS THE SINGLE LARGEST JEWISH FUNDRAISING ENTITY IN THE COMMUNITY. HUNDREDS OF VOLUNTEERS REACH OUT TO THOUSANDS OF RESIDENTS IN THE PRINCETON MEERCER BUCKS AREA TO SECURE FUNDS THAT PROVIDE NECESSARY SUPPORT TO LOCAL, NATIONAL AND INTERNATIONAL AGENCIES. THESE AGENCIES IN TURN REACH OUT TO MILLIONS OF PEOPLE IN NEED. THE FUNDS WE PROVIDE, IN CONCERT WITH FEDERATIONS AND OUR COUNTERPARTS THROUGHOUT THE DIASPORA, ARE OF CRITICAL IMPORTANCE TO MEET THE EVER- INCREASING CHALLENGES THAT LIE BEFORE US. OUR ABILITY TO REACH OUT AND PROVIDE IMPORTANT FUNDING ENABLES US TO "BRING TO THE TABLE" INDIVIDUALS AND GROUPS TO DISCUSS ISSUES, SHAREEXPERTISE AND PLAN COURSES OF ACTION. THIS TYPE OF EXCHANGE IS AT THE CORE OR OUR SURVIVAL AS A PEOPLE. OUR NETWORK OF COOPERATION IS GLOBAL AND ALLOWS US NOT ONLY TO REACT TO EVENTS, BUT ALSO PLAN AND SHAPE OUR COLLECTIVE FUTURE. 1075791 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 11 1 0 0 0 0 0 0 0 0 0 0 X 49 46 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ PA X KARIN MACBRIDE 6092190555 4 PRINCESS ROAD NO 206 LAWRENCEVILLE NJ 08648 ANDREW FRANK 35.00 X 123639 0 0 MARK MERKOVITZ 1.00 X X 0 0 0 KAREN ANDERSON 1.00 X X 0 0 0 ROBERT DAVIDSON 1.00 X X 0 0 0 EMILY JOSEPHSON 1.00 X X 0 0 0 MICHAEL FELDSTEIN 1.00 X X 0 0 0 STUART AXELROD 1.00 X X 0 0 0 RYSIA DE RAVEL 1.00 X X 0 0 0 STEPAHNIE WILL 1.00 X X 0 0 0 ANDREA SILVERSTEIN 1.00 X X 0 0 0 GEOFFREY BERMAN 1.00 X 0 0 0 ARTHUR BLICK 1.00 X 0 0 0 DANIEL BRENT 1.00 X 0 0 0 BRIAN CHEVLIN 1.00 X 0 0 0 JILL SCHWARTZ CHEVLIN 0.00 X 0 0 0 HOWARD COHEN 1.00 X 0 0 0 ANDREA DEDRICK 1.00 X 0 0 0 ELIOT FREEMAN 1.00 X 0 0 0 MARSHA FREEMAN 1.00 X 0 0 0 GIL GORDON 1.00 X 0 0 0 DAVID GREENBERG 1.00 X 0 0 0 MERRYE SHAVEL HUDIS 1.00 X 0 0 0 SETH JOSEPHSON 1.00 X 0 0 0 LIONEL KAPLAN 1.00 X 0 0 0 MICHAEL KATZ 1.00 X 0 0 0 RICHARD KOHN 1.00 X 0 0 0 JEROME KURSHAN 1.00 X 0 0 0 DONALD LEIBOWITZ 1.00 X 0 0 0 ROBERT LEVINE 1.00 X 0 0 0 BOB LIPSKY 1.00 X 0 0 0 KENNETH MACK 1.00 X 0 0 0 JULIE DAVIDSON MEYERS 1.00 X 0 0 0 STEVE MINSKY 1.00 X 0 0 0 MARK NEMIROFF 1.00 X 0 0 0 DAVID NEUFELD 1.00 X 0 0 0 STUART POLLACK 1.00 X 0 0 0 CAROL POLLARD 1.00 X 0 0 0 MORDECHAI ROZANSKI 1.00 X 0 0 0 NORMA SAKS 1.00 X 0 0 0 PAUL SCHINDEL 1.00 X 0 0 0 MARC SHEGOSKI 1.00 X 0 0 0 NADINE SINGER 1.00 X 0 0 0 GARY SMOTRICH 1.00 X 0 0 0 LISA SMUKLER 1.00 X 0 0 0 LISA TOBIAS 1.00 X 0 0 0 MARISSA TREU 1.00 X 0 0 0 AMY VOGEL 1.00 X 0 0 0 ALAN WALLACK 1.00 X 0 0 0 ROBERT WEBER 1.00 X 0 0 0 123639 0 0 1 0 0 0 0 1306876 134199 1306876 7250 7250 7250 18690 18690 3652 0 3652 3652 3652 60855 55260 5595 5595 1342063 7250 0 27937 770110 770110 123639 123639 175145 54961 4696 115488 17196 13531 1929 1736 1929 355 828 746 29155 12498 8242 8415 11104 11104 19860 9290 10570 10442 4520 5922 17712 14670 567 2475 25783 2481 9317 13985 78231 23616 32543 22072 6501 186 5517 798 818 347 237 234 15739 15739 PROGRAM EXPENSES 54877 54877 SPECIAL EVENTS 1779 1779 DUES 465 465 OTHER TAXES 275 275 1360760 1075791 106206 178763 26711 80485 357634 482475 818118 634624 50881 5069 115000 115000 64984 64002 1800 982 828446 748585 50272 16356 17260 2265218 2084480 95232 2553 1083262 1038452 1178494 1041005 X 248606 216587 838118 826888 1086724 1043475 2265218 2084480 X -18697 -24552 X 0 1 1 X 0 X 4399252 1816933 1742271 3441242 1306876 12706574 4399252 1816933 1742271 3441242 1306876 12706574 12706574 173569 124384 200057 82861 18690 599561 4025 4025 13310160 0.95470 0.96320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6093 904 6997 4850 1243 6093 3470 1381 4850 1.00000 1 0 64984 64002 982 982 ALLOCATIONS PAYABLE 1038452 1038452 1342063 1360760 -18697 -25456 904 -24552 -43249 1375885 904 904 1374981 8116 -41034 -32918 1342063 1419134 66490 66490 1352644 8116 8116 1360760 PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN GIFT ANNUITY VALUE 904. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN GIFT ANNUITY 904. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH SPECIAL EVENTS INCOME ON FORM 990 -55,260. INVESTMENT RETURNS NETTED WITH REVENUE -11,230. NET UNREALIZED LOSS ON INVESTMENTS 25,456. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH SPECIAL EVENTS INCOME ON FORM 990 55,260. INVESTMENT RETURNS NETTED WITH REVENUE ON 990 11,230. KICKOFF 27355 27355 22800 SPRING LUNCHEON 19905 19905 29603 18 13595 13595 2857 60855 60855 55260 55260 5595 1 ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVE YARDLEY PA 19067 216001415 501 (C) 3 36722 N/A N/A CHARITABLE PURPOSE CENTER FOR JEWISH LIFE 70 WASHINGTON ROAD PRINCETON NJ 08540 216008282 501 (C) 3 5124 N/A N/A CHARITABLE PURPOSE JEWISH COMMUNITY CENTER 4 PRINCESS ROAD LAWRENCEVILLE NJ 08648 210637383 501 (C) 3 75622 N/A N/A CHARITABLE PURPOSE JEWISH FAMILY AND CHILDRENS SERVICES 707 ALEXANDER ROAD PRINCETON NJ 08540 210364563 501 (C) 3 214738 N/A N/A CHARITABLE PURPOSE GREENWOOD HOUSE 53 WALTERS ROAD TRENTON NJ 08691 210639867 501 (C) 3 106750 N/A N/A CHARITABLE PURPOSE JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY NEW YORK NY 10004 131624240 501 (C) 3 200500 N/A N/A CHARITABLE PURPOSE 6 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. PAUL SCHINDEL BOARD MEMBER PAUL OWNS THREE BEARS PRINTING COMPANY. UNITED JEWISH FEDERATION USES THREE BEARS AS A VENDOR. 0 X 21 134199 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JILL AND BRIAN CHEVLIN ARE BOARD MEMBERS WITH A FAMILY RELATIONSHIP. EMILY AND SETH JOSEPHSON ARE BOARD MEMBERS WITH A FAMILY RELATIONSHIP. ELIOT AND MARSHA FREEMAN ARE BOARD MEMBERS WITH A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUAL MEMBERS- ANY JEWISH PERSON OVER 18 YEARS OF AGE WHO HAS MADE A CURRENT YEAR CONTRIBUTION OF AT LEAST $18 TO THE FEDERATION OR IS THE DESIGNATED PRINCIPAL IN OR OFFICER OF A NON-INDIVIDUAL CONTRIBUTOR OF AT LEAST $18 TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO VOTE, ATTEND ANY OPEN BOARD OF DIRECTORS MEETING AND HOLD OFFICE. ASSOCIATE MEMBERS- ANY OTHER INDIVIDUAL CONTRIBUTOR TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO ATTEND ANNUAL MEETINGS BUT SHALL HAVE NO VOTING RIGHTS OR POWERS. FORM 990, PART VI, SECTION A, LINE 7A A NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS (MEMBERS AT LARGE), TO BE DESIGNEATED BY THE BOARD, ARE ELECTED AT THE ANNAUL MEETING BY THE GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B MANAGEMENT AND ADMINISTRATION OF THE AFFAIRS OF THE FEDERATION ARE VESTED IN THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE WILL REVIEW THE FINAL DRAFT ON THE FORM 990 PRIOR TO ITS FILING. ALL BOARD MEMBERS WILL THEN BE MADE AWARE THAT THE FORM IS AVAILABLE FOR REVIEW UPON REQUEST PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FEDERATION HAS A CONFLICT OF INTERST POLICY THAT WAS APPROVED BY THE GOVERNING BOARD. AS A NOMINATING COMMITTEE PREPARES CANDIDATES FOR SELECTION, WE REVIEW THEIR KNOWN AFFILIATIONS PRIOR TO OPENING POSITIONS TO THEM. THE POLICY IS PERIODICALLY DISCUSSED AT BOARD MEETINGS AND SHARED WITH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE FEDERATION HAS AN ADMINISTRATION AND PERSONAL COMMITTEE. ONE OF THE CHARGES OF THIS COMMITTEE IS TO UNDERSTAND THE ROLES AND RESPONSIBILITIES OF THE STAFF AND TO DETERMINE IF THE COMPENSATION PAID IS APPROPRIATE. THE COMMITTEE MEETS TO DISCUSS THE COMPENSATION ON AN ANNUAL BASIS. THEY UTILIZE DATA COMPILED ON SIMILAR SIZED FEDERATIONS/ORGANIZATIONS IN THEIR DECISION MAKING PROCESS. THEY MAKE A RECOMMENDATIOM TO THE BOARD FOR APPROVAL IF NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -25,456. CHANGE IN GIFT ANNUITY VALUE 904. TOTAL TO FORM 990, PART XI, LINE 5: -24,552.