2011-10-07T15:53:57-05:00 2010-12-31 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2010-01-01 521720580 JEWISH HOME FOUNDATION OF NORTH JERSEY INC JEWI 2017841414 10 LINK DRIVE ROCKLEIGH NJ 076472504 CHARLES P BERKOWITZ 2017841414 2011-10-07 1 DAVID L STAFFORD CPA 6096899700 2010 2016-03-07 17:11:31Z CHARLES P BERKOWITZ 10 LINK DRIVE ROCKLEIGH NJ 076472504 1830572 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. 20 20 4 0 0 0 1665717 1501376 0 0 35147 24296 81668 99622 1782532 1625294 706250 176897 0 0 537355 454133 0 0 542795 233326 258689 1476931 889719 305601 735575 2054883 2907267 414890 379379 1639993 2527888 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 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 199388 176897 TO SUPPORT VARIOUS PROGRAMS AT JEWISH HOME AT ROCKLEIGH, JEWISH HOME ASSISTED LIVING AND JEWISH HOME AND REHABILITATION CENTER. 199388 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 4 1 0 0 0 0 0 1 1 0 0 0 0 0 X 20 20 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 BERNARD BOBER 2.00 X 0 0 0 WENDY EZOR ENGLER 1.00 X 0 0 0 CARL EPSTEIN 2.00 X 0 0 0 SANRDA GOLD 1.00 X 0 0 0 ROBERT HESS 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 HOWARD PAKETT 1.00 X 0 0 0 JAYNE PETAK 1.00 X 0 0 0 NORMAN SEIDEN 1.00 X 0 0 0 ABE STEINBERG 1.00 X 0 0 0 PAUL WOLFF 1.00 X 0 0 0 ANGELICA BERRIE 1.00 X 0 0 0 EDWARD DAUBER 1.00 X 0 0 0 MARVIN EISEMAN 1.00 X 0 0 0 STEVEN MOREY GREENBERG 2.00 X 0 0 0 DAVID SHARP 1.00 X 0 0 0 CHARLES BERKOWITZ 40.00 X 0 344482 126439 BRANDY STEFANCO 40.00 X 0 148111 27646 0 492593 154085 0 0 1 0 0 36479 1464897 1501376 24296 24296 268900 36479 186430 82470 82470 36000 18848 17152 17152 1625294 0 0 123918 176897 176897 154477 38444 116033 239756 59667 180089 5019 1249 3770 36653 9122 27531 18228 4536 13692 17250 17250 13139 13139 40595 40595 464 464 960 960 SPECIAL PROJECTS 114037 114037 RESIDENT SUPPORT 22491 22491 PURCHASED SERVICE 18766 18766 EQUIPMENT RENTALS AND M 13719 13719 ENDOWMENT ADMINISTRATIO 8877 8877 8391 8391 889719 199388 147536 542795 191760 376947 1148836 47030 54155 6266 6000 4800 4080 1680 720 1431200 1697556 2054883 2907267 193440 73695 101780 117973 119670 187711 414890 379379 X -121249 600660 337310 392527 1423932 1534701 1639993 2527888 2054883 2907267 X 735575 152320 X X 0 1 1 X 0 X 1556702 1522436 1527272 502545 1806276 6915231 1556702 1522436 1527272 502545 1806276 6915231 1339211 5576020 95801 77147 46119 36563 24296 279926 7195157 2652840 0.77500 0.71820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1333149 110972 167232 6943 8877 1595533 1101854 32057 209204 2200 7766 1333149 1332724 252950 -475393 8427 1101854 1.00000 0 0 4800 4080 720 720 DUE TO AFFILIATES 187711 187711 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, 2010, AND HAS DETERMINED THAT THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2010. 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, 2007. GOLF AND TENNIS OUTING 185233 7033 178200 28535 23813 16194 GALA 120146 29446 90700 26804 34225 21311 35548 0 305379 36479 268900 55339 58038 21311 51742 186430 82470 36000 18000 848 1 0.95000 36000 18000 848 18848 17152 NJ 1 0 0 0 1.00000 MOLLY SHULMAN 10 LINK DRIVE ROCKLEIGH NJ 076472504 0 MOLLY SHULMAN 1072 COORDINATING RAFFLE AND OVERSEEING RAFFLE ACTIVITY X 0 0 JEWISH HOME AT ROCKLEIGH 10 LINK DRIVE ROCKLEIGH NJ 07647 223466678 501(C)(3) 50000 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) 126897 SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION 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 X X X 0 0 0 0 0 0 0 0 0 CHARLES BERKOWITZ 0 344482 0 0 0 0 0 106753 0 19686 0 470921 0 0 BRANDY STEFANCO 0 148111 0 0 0 0 0 3031 0 24615 0 175757 0 0 FORM 990, PART VI, SECTION A, LINE 2 WILSON KAPLAN AND MAGGIE KAPLAN 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 HISTORICALLY, THE 990 WAS NOT REVIEWED BY THE GOVERNING BODY BUT THE ANNUAL FINANCIAL RESULTS AND THE AUDITED FINANCIAL STATEMENTS WERE PRESENTED TO THE FINANCE COMMITTEE AT THE AUDIT EXIT CONFERENCE. CURRENTLY, 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 GAINS ON INVESTMENTS: 152,320. UNREALIZED GAIN ON INVESTMENTS 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 JEWISH HOME AT ROCKLEIGH JEWISH HOME ASSISTED LIVING AND JEWISH HOME AND R K 135173 ACTUAL AMOUNT JEWISH HOME FAMILY O 125811 ACTUAL AMOUNT