2012-06-14T15:14:35-05:00 2011-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2011-01-01 521720580 JEWISH HOME FOUNDATION OF NORTH JERSEY INC JEWI 2017841414 10 LINK DRIVE ROCKLEIGH NJ 076472504 CHARLES P BERKOWITZ 2017841414 2012-06-14 1 DAVID L STAFFORD CPA P00634128 6096899700 2011 2016-02-24 21:20:13Z CHARLES P BERKOWITZ 10 LINK DRIVE ROCKLEIGH NJ 076472504 2711787 0 X JEWISHHOMEROCKLEIGH.ORG X 1985 NJ TO SUPPORT VARIOUS PROGRAMS AT JEWISH HOME AT ROCKLEIGH, JEWISH HOME ASSISTED LIVING AND JEWISH HOME AND REHABILITATION CENTER. 26 26 4 85 0 0 1501376 2404174 0 0 24296 26608 99622 94437 1625294 2525219 176897 535076 0 0 454133 330081 0 0 502891 258689 334464 889719 1199621 735575 1325598 2907267 4082933 379379 260937 2527888 3821996 X DEVELOP THE LONG TERM VISION OF, AND PROVIDE AID AND SUPPORT TO, THE NOT-FOR-PROFIT ORGANIZATIONS OF THE JEWISH HOME AT ROCKLEIGH, JEWISH HOME AND REHABILITATION CENTER, JEWISH HOME ASSISTED LIVING, JEWISH HOME AT HOME OR THEIR SUCCESSOR ORGANIZATIONS FOR THE PURPOSES OF MAKING AVAILABLE HEALTHCARE, EDUCATIONAL, LIFE ENRICHMENT, SCIENTIFIC OR OTHER CHARITABLE EFFORTS FOR THE SENIORS, THE ELDERLY AND INFIRM IN OUR COMMUNITY. 0 0 535076 2525219 TO SUPPORT VARIOUS PROGRAMS AT JEWISH HOME AT ROCKLEIGH, JEWISH HOME ASSISTED LIVING, JEWISH HOME AT HOME AND JEWISH HOME AND REHABILITATION CENTER. 535076 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ NY X JEWISH HOME FOUNDATION OF NORTH JER 2017841414 10 LINK DRIVE ROCKLEIGH NJ 076472504 DIANE SPIEGEL BELOK 1.00 X 0 0 0 BERNARD BOBER 1.00 X 0 0 0 EDWARD DAUBER 1.00 X 0 0 0 MARVIN EISEMAN 1.00 X 0 0 0 WENDY EZOR ENGLER 1.00 X 0 0 0 CARL EPSTEIN 1.00 X 0 0 0 SANRDA GOLD 1.00 X 0 0 0 MAGGIE KAPLEN 1.00 X 0 0 0 WILSON KAPLEN 1.00 X 0 0 0 ILAN KAUFTHAL 1.00 X 0 0 0 BERNIE KOSTER 1.00 X 0 0 0 MEYER LEVINE 1.00 X 0 0 0 CHARLES LIEBERMAN 1.00 X 0 0 0 HOWARD LIPPMAN 1.00 X 0 0 0 WILLIAM LIPPMAN 1.00 X 0 0 0 JAYNE PETAK 1.00 X 0 0 0 ABE STEINBERG 1.00 X 0 0 0 PAUL WOLFF 1.00 X 0 0 0 JONATHAN FURER 1.00 X 0 0 0 SHARI LENENTHAL 1.00 X 0 0 0 CAROL K SILBERSTEIN 1.00 X 0 0 0 ANGELICA BERRIE 1.00 X 0 0 0 STEVEN MOREY GREENBERG 3.00 X 0 0 0 ROBERT HESS 1.00 X 0 0 0 HOWARD PAKETT 1.00 X 0 0 0 DAVID SHARP 1.00 X 0 0 0 MELANIE S COHEN 1.00 X 121003 0 23356 121003 0 23356 1 0 0 0 0 37979 2366195 2404174 26608 26608 251905 37979 171341 80564 80564 29100 15227 13873 13873 2525219 0 0 121045 520570 520570 14506 14506 144359 40421 103938 149475 41853 107622 3527 988 2539 13784 3860 9924 18936 5302 13634 40845 40845 650 650 12841 12841 10276 10276 29868 29868 11587 11587 870 870 720 720 SPECIAL PROJECTS 106779 106779 RESIDENT SUPPORT 82223 82223 ENDOWMENT ADMINISTRATIO 10925 10925 PURCHASED SERVICE 9936 1833 8103 16944 1416 15528 1199621 535076 161654 502891 1148836 2337289 54155 61187 6000 12220 4800 4800 720 0 1697556 1670942 0 1295 2907267 4082933 73695 77718 117973 96485 187711 86734 379379 260937 X 600660 918141 392527 365238 1534701 2538617 2527888 3821996 2907267 4082933 X 1325598 -31490 X X 0 1 1 X 0 X 1522436 1527272 502545 1806276 2685179 8043708 1522436 1527272 502545 1806276 2685179 8043708 829664 7214044 77147 46119 36563 24296 26608 210733 8254441 2338789 0.87400 0.77500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1595533 1003916 -18105 6518 10925 2563901 1333149 110972 167232 6943 8877 1595533 1101854 32057 209204 2200 7766 1333149 1332724 252950 -475393 8427 1101854 1.00000 0 0 4800 4800 0 0 DUE TO AFFILIATES 86734 86734 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED FOR USE IN ACCORDANCE WITH THE RESTRICTIONS IMPOSED BY THE DONORS DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR UNCERTAINTIES WITH RESPECT TO THE COMBINED FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2011, AND HAS DETERMINED THAT THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2011. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2008. GOLF AND TENNIS OUTING 188244 4814 183430 29490 23625 16802 GALA 101640 33165 68475 24378 31150 31208 14688 0 289884 37979 251905 53868 54775 31208 31490 171341 80564 29100 14550 677 1 0.95000 29100 14550 677 15227 13873 NJ 1 0 0 0 1.00000 MOLLY SHULMAN 10 LINK DRIVE ROCKLEIGH NJ 076472504 0 MOLLY SHULMAN 1353 COORDINATING RAFFLE AND OVERSEEING RAFFLE ACTIVITY X 0 1 JEWISH HOME ASSISTED LIVING 685 WESTWOOD AVENUE RIVERDALE NJ 07675 450501306 501(C)(3) 15000 SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION JEWISH HOME AT HOME 10 LINK DRIVE ROCKLEIGH NJ 07647 271101121 501(C)(3) 505570 SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION GRANT USED TO ALLOW PARTICIPANTS TO ATTEND THE ADULT DAY CARE CENTER. 13 14506 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS BECAUSE THE GRANTS ARE GIVEN TO RELATED ORGANIZATIONS AND IT IS WITHIN THE MISSION OF THE ORGANIZATION TO SUPPORT VARIOUS PROGRAMS OF THE RELATED ORGANIZATIONS FORM 990, PART VI, SECTION A, LINE 2 WILSON KAPLEN AND MAGGIE KAPLEN ARE HUSBAND AND WIFE AND MEMBERS OF THE BOARD. HOWARD LIPPMAN AND WILLIAM LIPPMAN ARE FATHER AND SON AND ARE MEMBERS OF THE BOARD. IN ADDITION, CERTAIN BOARD MEMBERS OF THIS ORGANIZATION HAVE FAMILY RELATIONSHIPS WITH BOARD MEMBERS OF OTHER ORGANIZATIONS LISTED ON SCHEDULE R. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY AND HAS THE RIGHT TO RECEIVE ANY EXCESS FUNDS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS MADE AVAILABLE TO THE GOVERNING BODY FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS AND REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST. IN ADDITION, THERE ARE BOARD DISCUSSIONS REGARDING CONFLICTS OF INTEREST AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION OBTAINS SALARY SURVEYS AND A SALARY STUDY IS CONDUCTED FOR THE PURPOSES OF COMPARING THE SALARIES THE ORGANIZATION PAYS ITS KEY EMPLOYEES WITH THE SALARIES FROM THOSE POSITIONS OF OTHER SIMILIAR ORGANIZATIONS FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE REPORTED IN THE ORGANIZATION'S GALA DINNER JOURNAL AS WELL AS BEING POSTED ON DUN & BRADSTREET. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -31,490. UNREALIZED GAIN ON INVESTMENTS TOTAL TO FORM 990, PART XI, LINE 5: -31,490. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND MEETS WITH THE AUDITORS TO REVIEW THE RESULTS OF THE AUDIT AND AUDITED FINANCIAL STATEMENTS. JEWISH HOME ASSISTED LIVING 685 WESTWOOD AVENUE RIVER VALE NJ 07675 450501306 PROVIDE ASSISTED LIVING TO THE ELDERLY NJ 501(C)(3) 9 0 JEWISH HOME AND REHABILITATION CENTER 10 LINK DR ROCKLEIGH NJ 076472504 221500528 PROVIDE NURSING CARE TO THE ELDERLY NJ 501(C)(3) 3 0 THE JEWISH HOME FAMILY 10 LINK DR ROCKLEIGH NJ 076472504 260493240 OVERSEE THE ACTIVITIES, FINANCIAL HEALTH, AND PERFORMANCE OF RELATED ORG NJ 501(C)(3) 11B, TYPE II 0 JEWISH HOME AT ROCKLEIGH 10 LINK DR ROCKLEIGH NJ 076472504 223466678 ENHANCE THE QUALITY OF LIFE OF OUR GROWING ELDERLY NJ 501(C)(3) 3 0 JEWISH HOME AT HOME 10 LINK DR RIVER VALE NJ 076472504 271101121 PROVIDE SERVICES TO THE ELDERLY OR ASSIST THEM IN THEIR HOME ENVIRONMENT NJ 501(C)(3) 7 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0