THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 23-7174039)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349301151
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T08:38:04-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223299874 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEDARD KUROWICKI & CO CPA'S PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 BROAD STREET | AddressLine1 |
| City | FLEMINGTON | City |
| State | NJ | State |
| ZIP Code | 08822 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237174039 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FOUNDATION OF GREATER | BusinessNameLine1 |
| Business Name Line2 | MERCER INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 6092190555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PRINCESS ROAD NO 206 | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FLORENCE KAHN | Name |
| Title | PRESIDENT | Title |
| Phone | 6092190555 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M CARDUCCI | Name |
| PTIN | P00626953 | PTIN |
| Phone | 9087827900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FLORENCE KAHN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PRINCESS ROAD NO 206 | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 976767 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UJFPMB.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE ENDOWED PHILANTHROPU AND TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY AND OTHER CHARITABLE INSTITUTIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1164756 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 733602 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 70958 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 71340 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 533661 | InvestmentIncomePriorYear |
| Investment Income Current Year | 171825 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1769375 | TotalRevenuePriorYear |
| Total Revenue Current Year | 976767 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1022662 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1284865 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34467 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5068 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 159676 | OtherExpensePriorYear |
| Other Expenses Current Year | 143162 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1182338 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1462494 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 587037 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -485727 | RevenuesLessExpensesCY |
| Total Assets BOY | 8316009 | TotalAssetsBOY |
| Total Assets EOY | 7416296 | TotalAssetsEOY |
| Total Liabilities BOY | 1178382 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 879300 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7137627 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6536996 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1347193 | Expense |
| Grants | 1284865 | Grants |
| Revenue | 71340 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 1347193 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARIN MACBRIDE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6092190555 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PRINCESS ROAD NO 206 | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| FLORENCE KAHN | ||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| RICHARD M KOHN | ||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| JERRY M NEUMANN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ADELE AGIN | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| RICHARD M GLAZER | ||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 |
| RONALD BERMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ARTHUR BLICK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HOWARD COHEN | ||||||
| EX OFFICIO TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MORTON COHEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| IRENE GOLDFARB | ||||||
| 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 | ||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| RONALD SCHNUR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARTIN SCHWARTZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANDREW SHECHTEL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARC SHEGOSKI | ||||||
| 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 | |
| FRANCES ZEITLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| POLLY STRAUSS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANDREW SMUKLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH BURNS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT GARBER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL BEKAS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRIAN CHARTOCK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JULIE MEYERS | ||||||
| EXECUTIVE DIRECTOR | 20.00 | X | 22842 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 22842 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 733602 | AllOtherContributions |
| Noncash Contributions | 231410 | NoncashContributions |
| Total Contributions | 733602 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEE INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 71340 | TotalRevenueColumn |
| Related Or Exempt Function Income | 71340 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 71340 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138615 | TotalRevenueColumn |
| Exclusion | $138,615 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33210 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33210 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33210 | TotalRevenueColumn |
| Exclusion | $33,210 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 976767 | TotalRevenueColumn |
| Related Or Exempt Function Income | 71340 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $171,825 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1284865 | Total |
| Program Services | 1284865 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22842 | Total |
| Management And General | 22842 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9072 | Total |
| Management And General | 9072 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2553 | Total |
| Management And General | 2553 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5573 | Total |
| Management And General | 5573 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62328 | Total |
| Program Services | 62328 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690 | Total |
| Management And General | 690 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2981 | Total |
| Fundraising | 2981 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7726 | Total |
| Management And General | 7726 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2897 | Total |
| Management And General | 2897 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5243 | Total |
| Management And General | 3156 | ManagementAndGeneral |
| Fundraising | 2087 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMB. TO RELATED ORG. | Description |
| Total | 55724 | Total |
| Management And General | 55724 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1462494 | Total |
| Program Services | 1347193 | ProgramServices |
| Management And General | 110233 | ManagementAndGeneral |
| Fundraising | 5068 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801600 | BOY |
| EOY | 802783 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2477 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2477 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6405423 | BOY |
| EOY | 5694813 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1108986 | BOY |
| EOY | 918700 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8316009 | BOY |
| EOY | 7416296 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8477 | BOY |
| EOY | 8406 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1169905 | BOY |
| EOY | 870894 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178382 | BOY |
| EOY | 879300 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3526106 | BOY |
| EOY | 3198898 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3522607 | BOY |
| EOY | 3250535 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88914 | BOY |
| EOY | 87563 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7137627 | BOY |
| EOY | 6536996 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8316009 | BOY |
| EOY | 7416296 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -485727 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -114904 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 676078 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 355678 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1531317 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1164756 | CurrentTaxYearMinus1Year |
| Current Tax Year | 733602 | CurrentTaxYear |
| Total | 4461431 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 676078 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 355678 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1531317 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1164756 | CurrentTaxYearMinus1Year |
| Current Tax Year | 733602 | CurrentTaxYear |
| Total | 4461431 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 4461431 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 92698 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 113234 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 130060 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 130021 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138615 | CurrentTaxYear |
| Total | 604628 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5066059 | TotalSupport |
| Public Support Pertcentage170 | 0.88070 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86050 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 42 | NumberDAFsHeld |
| Number Funds Held | 27 | NumberFundsHeld |
| Donor Advised Contributions | 681827 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 51775 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 1028228 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 256637 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 2775888 | AggregateDAFValue |
| Aggregate Fund Value | 3688003 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 88914 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1970 | InvestmentEarningsOrLosses |
| Other Expenditures | 3321 | OtherExpenditures |
| End Of Year Balance | 87563 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77430 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 13773 | InvestmentEarningsOrLosses |
| Other Expenditures | 2289 | OtherExpenditures |
| End Of Year Balance | 88914 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 72571 | BeginningOfYearBalance |
| Contributions | 1738 | Contributions |
| Investment Earnings Or Losses | 4804 | InvestmentEarningsOrLosses |
| Other Expenditures | 1683 | OtherExpenditures |
| End Of Year Balance | 77430 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2477 | OtherCostOrOtherBasis |
| Depreciation | 2477 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CSV OF LIFE INSURANCE POLICY | 23717 |
| CUSTODIAL ACCOUNTS - CASH AND CASH | 93391 |
| CUSTODIAL ACCOUNTS - INVESTMENT ACC | 770506 |
| GIFT ANNUITIES | 24089 |
| CUSTODIAL ACCOUNTS - GIFT ANNUITIES | 6997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 918700 | TotalBookValueOtherAssets |
| Total Revenue | 976767 | TotalRevenue |
| Total Expenses | 1462494 | TotalExpenses |
| Excess Or Deficit For Year | -485727 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -131275 | NetUnrealizedGLOnInvestments |
| Other | $16,371 | OtherAmount |
| Total Adjustments | -114904 | TotalAdjustments |
| Excess Or Deficit Per FS | -600631 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 821313 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -155454 | OtherRevenues |
| Revenue Not Rptd F990 | -155454 | RevenueNotRptdF990 |
| Revenue Subtotal | 976767 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 976767 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1421944 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 21778 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 21778 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1400166 | ExpensesSubtotal |
| Other Expenses Not Included | 62328 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 62328 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1462494 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| CHANGE IN CSV OF INSURANCE 2,823. UNREALIZED GAIN ON GIFT ANNUITIES 13,548. TOTAL TO SCHEDULE D, PART XI, LINE 8: 16,371. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| UNREALIZED GAIN IN GIFT ANNUNITIES 13,548. CHANGE IN CSV OF INSURANCE POLICY 2,823. MANAGEMENT FEES NETTED WITH INVESTMENT INCOME -62,328. UNREALIZED LOSS ON INVESTMENTS -131,275. OTHER INVESTMENT INCOME NETTED WITH EXPENSE ON FINANCIAL 21,778. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT INCOME NETTED WITH EXPENSES ON FINANCIAL 21,778. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| MANAGEMENT FEES NETTED WITH INVESTMENT INCOME 62,328. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| ABRAMS HEBREW ACADEMY | |||||||||
| 31 W COLLEGE AVE | YARDLEY | PA | 19067 | 216001415 | 501 (C)3 | 23600 | N/A | N/A | CHARITABLE PURPOSE |
| AMERICAN JEWISH COMMITTEE | |||||||||
| 3225 MILLBURN AVE SUITE 301 | MAPLEWOOD | NJ | 07040 | 136001415 | 501 (C)3 | 12000 | N/A | N/A | CHARITABLE PURPOSE |
| ACLD | |||||||||
| 807 SOUTH OYSTER BAY ROAD | BETHPAGE | NY | 11714 | 116042250 | 501 (C)3 | 7250 | N/A | N/A | CHARITABLE PURPOSE |
| CRISIS MINISTRY OF PRINCETON AND TRENTON | |||||||||
| 123 E HANOVER STREET | TRENTON | NJ | 08608 | 223198464 | 501 (C)3 | 5000 | N/A | N/A | CHARITABLE PURPOSE |
| GREENWOOD HOUSE | |||||||||
| 51 WALTER ST | EWING | NJ | 08628 | 210639867 | 501 (C)3 | 145815 | N/A | N/A | CHARITABLE PURPOSE |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||||
| 707 ALEXANDER ROAD SUITE 102 | PRINCETON | NJ | 08540 | 210364563 | 501 (C)3 | 123280 | N/A | N/A | CHARITABLE PURPOSE |
| LILITH MAGAZINE | |||||||||
| 257 WEST 57TH ST | NEW YORK | NY | 10018 | 132794121 | 501 (C)3 | 5000 | N/A | N/A | CHARITABLE PURPOSE |
| CHABAD LUBAVITCH OF BUCKS COUNTY | |||||||||
| 25 N STATE ST | NEWTON | PA | 18940 | 223837750 | 501 (C)3 | 5000 | N/A | N/A | CHARITABLE PURPOSE |
| PLANNED PARENTHOOD ASSOCIATION | |||||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | 210723248 | 501 (C)3 | 12000 | N/A | N/A | CHARITABLE PURPOSE |
| FRIENDS OF CHURCHVILLE NATURE CENTER | |||||||||
| 501 CHURCHVILLE LANE | CHURCHVILLE | PA | 18966 | 232110120 | 501 (C)3 | 5000 | N/A | N/A | CHARITABLE PURPOSE |
| UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS | |||||||||
| 4 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | 232215070 | 501 (C)3 | 295532 | N/A | N/A | CHARITABLE PURPOSE |
| HARVARD LAW SCHOOL | |||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | 042103580 | 501 (C)3 | 5000 | N/A | N/A | CHARITABLE PURPOSE |
| HARVARD COLLEGE | |||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | 012103580 | 501 (C)3 | 5000 | N/A | N/A | CHARITABLE PURPOSE |
| PRINCETON PUBLIC LIBRARY | |||||||||
| 65 WITHERSPOON ST | PRINCETON | NJ | 08542 | 223494366 | 501 (C)3 | 6000 | N/A | N/A | CHARITABLE PURPOSE |
| JOSUA HARR SHANE FOUNDATION | |||||||||
| 5 HIDDEN SPRINGS LANE | EAST WINDSOR | NJ | 08520 | 203549310 | 501 (C)3 | 25000 | N/A | N/A | CHARITABLE PURPOSE |
| JEWISH CENTER OF PRINCETON | |||||||||
| 435 NASSAU STREET | PRINCETON | NJ | 08540 | 216008282 | 501 (C)3 | 5258 | N/A | N/A | CHARITABLE PURPOSE |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||||
| 201 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | 251500292 | 501 (C)3 | 20835 | N/A | N/A | CHARITABLE PURPOSE |
| JEWISH COMMUNITY CAMPUS | |||||||||
| 4 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | 261261084 | 501 (C)3 | 496900 | N/A | N/A | CHARITABLE PURPOSE |
| PRINCETON HEALTH CARE SYSTEM | |||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222225911 | 501 (C)3 | 10000 | N/A | N/A | CHARITABLE PURPOSE |
| ROBERT WOOD JOHNSON HOSPITAL FDN | |||||||||
| ROUTE 1 AND COLLEGE ROAD EAST | PRINCETON | NJ | 08543 | 221487243 | 501 (C)3 | 20000 | N/A | N/A | CHARITABLE PURPOSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 20 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 231410 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -131,275. CHANGE IN CSV OF INSURANCE 2,823. UNREALIZED GAIN ON GIFT ANNUITIES 13,548. TOTAL TO FORM 990, PART XI, LINE 5: -114,904. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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