2013-05-14T08:38:04-05:00 2012-06-30 223299874 BEDARD KUROWICKI & CO CPA'S PC 114 BROAD STREET FLEMINGTON NJ 08822 990 2011-07-01 237174039 JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC JEWI 6092190555 4 PRINCESS ROAD NO 206 LAWRENCEVILLE NJ 08648 FLORENCE KAHN 6092190555 2013-05-10 1 JOSEPH M CARDUCCI P00626953 9087827900 2011 2016-02-24 21:20:13Z FLORENCE KAHN 4 PRINCESS ROAD NO 206 LAWRENCEVILLE NJ 08648 976767 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. 26 26 0 30 0 0 1164756 733602 70958 71340 533661 171825 0 0 1769375 976767 1022662 1284865 0 0 0 34467 0 0 5068 159676 143162 1182338 1462494 587037 -485727 8316009 7416296 1178382 879300 7137627 6536996 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 1347193 1284865 71340 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. 1347193 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ PA X KARIN MACBRIDE 6092190555 4 PRINCESS ROAD NO 206 LAWRENCEVILLE NJ 08648 FLORENCE KAHN 3.00 X X 0 0 0 RICHARD M KOHN 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 IRENE GOLDFARB 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 1.00 X 0 0 0 ANDREW SHECHTEL 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 FRANCES ZEITLER 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 ROBERT GARBER 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 22842 0 0 22842 0 0 0 0 0 0 0 733602 231410 733602 FEE INCOME 900099 71340 71340 71340 138615 138615 33210 0 33210 33210 33210 976767 71340 0 171825 1284865 1284865 22842 22842 9072 9072 2553 2553 5573 5573 62328 62328 690 690 2981 2981 7726 7726 2897 2897 5243 3156 2087 REIMB. TO RELATED ORG. 55724 55724 1462494 1347193 110233 5068 801600 802783 2477 2477 0 0 6405423 5694813 1108986 918700 8316009 7416296 8477 8406 1169905 870894 1178382 879300 X 3526106 3198898 3522607 3250535 88914 87563 7137627 6536996 8316009 7416296 X -485727 -114904 X 0 1 1 X 0 X 676078 355678 1531317 1164756 733602 4461431 676078 355678 1531317 1164756 733602 4461431 4461431 92698 113234 130060 130021 138615 604628 5066059 0.88070 0.86050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42 27 681827 51775 1028228 256637 2775888 3688003 1 1 0 1 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 23717 CUSTODIAL ACCOUNTS - CASH AND CASH 93391 CUSTODIAL ACCOUNTS - INVESTMENT ACC 770506 GIFT ANNUITIES 24089 CUSTODIAL ACCOUNTS - GIFT ANNUITIES 6997 918700 976767 1462494 -485727 -131275 16371 -114904 -600631 821313 -155454 -155454 976767 0 976767 1421944 21778 21778 1400166 62328 62328 1462494 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 8 - OTHER ADJUSTMENTS: 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 XII, LINE 2D - 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 XIII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT INCOME NETTED WITH EXPENSES ON FINANCIAL 21,778. PART XIII, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEES NETTED WITH INVESTMENT INCOME 62,328. 1 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 20 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 5 231410 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 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.