THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 23-7174039)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-15
IRS object ID
202621059349301107
Schema version
2024v5.0
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

FieldValueIRS element (for citing)
Return2026-04-15T08:50:31-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223299874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKC CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line139 STATE ROUTE 12 STE 2AddressLine1Txt
CityFLEMINGTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08822ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237174039EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OFBusinessNameLine1Txt
Business Name Line2GREATER MERCER INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone6092409511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1457 NASSAU STREET SUITE 101AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOYCE KALSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6092190555PhoneNum
Signature2026-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A HOLK CPAPreparerPersonNm
PTINP01315390PTIN
Phone9087827900PhoneNum
Preparation2026-03-18PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOYCE KALSTEINPrincipalOfficerNm
Gross Receipts$3,501,871GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FOUNDATIONJEWISH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1964FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTO PROMOTE ENDOWED PHILANTHROPY AND TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY AND OTHER CHARITABLE INSTITUTIONS.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers28TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,441,536PYContributionsGrantsAmt
CY Contributions Grants$2,971,528CYContributionsGrantsAmt
PY Program Service Revenue$155,613PYProgramServiceRevenueAmt
CY Program Service Revenue$185,332CYProgramServiceRevenueAmt
PY Investment Income$301,959PYInvestmentIncomeAmt
CY Investment Income$336,511CYInvestmentIncomeAmt
CY Other Revenue$8,500CYOtherRevenueAmt
PY Total Revenue$2,899,108PYTotalRevenueAmt
CY Total Revenue$3,501,871CYTotalRevenueAmt
PY Grants And Similar Paid$1,610,931PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,978,237CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$153,125PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$151,484CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,963CYTotalFundraisingExpenseAmt
PY Other Expenses$217,857PYOtherExpensesAmt
CY Other Expenses$276,135CYOtherExpensesAmt
PY Total Expenses$1,981,913PYTotalExpensesAmt
CY Total Expenses$2,405,856CYTotalExpensesAmt
PY Revenues Less Expenses$917,195PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,096,015CYRevenuesLessExpensesAmt
Total Assets BOY$18,275,593TotalAssetsBOYAmt
Total Assets EOY$21,416,187TotalAssetsEOYAmt
Total Liabilities BOY$6,175,306TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,936,628TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,100,287NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,479,559NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION IS ORGANIZED TO PROMOTE PHILANTHROPY AND TO FURTHER THE CHARITABLE NEEDS OF THE JEWISH COMMUNITY, OTHER CHARITABLE INSTITUTIONS, AND COMMUNITY ORGANIZATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,309,130ExpenseAmt
Grant$1,966,337GrantAmt
Revenue$185,332RevenueAmt
DescPROVIDE FUNDS TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY, INCLUDING SPECIFICALLY THE JEWISH COMMUNITY OF MERCER, SOMERSET, HUNTERDON AND WARREN COUNTIES IN NEW JERSEY, AND BUCKS COUNTY IN PENNSYLVANIA.Desc
Total Program Service Expenses$2,309,130TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOYCE KALSTEINPersonNm
Phone6092409511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1457 NASSAU STREET SUITE 101AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
BETH ENGLEZOS
EXCUTIVE DIR25.00Yes (X)$5,500$0$0
HOWARD COHEN
TRUSTEE1.00$0$0$0Yes (X)
SUSAN FALCON
TRUSTEE1.00$0$0$0Yes (X)
MICHAEL FELDSTEIN
VICE PRESIDE2.00Yes (X)$0$0$0Yes (X)
HARVEY FRAM
VICE PRESIDE2.00Yes (X)$0$0$0Yes (X)
DEBRA HARRISON
TRUSTEE1.00$0$0$0Yes (X)
MARK JANOFSKY
TREASURER2.00Yes (X)$0$0$0Yes (X)
JOYCE KALSTEIN
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
MARCIA KRAKAUER
TRUSTEE2.00$0$0$0Yes (X)
MICHAEL MANNING
TRUSTEE2.00$0$0$0Yes (X)
JEFFREY MILLER
TRUSTEE1.00$0$0$0Yes (X)
THOMAS MOORE
TRUSTEE2.00Yes (X)$0$0$0Yes (X)
NORMA SAKS
TRUSTEE2.00$0$0$0Yes (X)
JAMES SCHRAGGER
SECRETARY2.00Yes (X)$0$0$0Yes (X)
JOSEPH SCHWARTZ
TRUSTEE1.00$0$0$0Yes (X)
JILL SCHWARTZ-CHEVLIN
TRUSTEE1.00$0$0$0Yes (X)
ALEX SIMANOVSKY
TRUSTEE$0$0$0Yes (X)
JOANNE SNOW
VICE PRESIDE2.00Yes (X)$0$0$0Yes (X)
SCOTT TELLER
TRUSTEE1.00$0$0$0Yes (X)
JOSHUA WALDORF
TRUSTEE1.00$0$0$0Yes (X)
TIFFANY WILLNER
TRUSTEE1.00$0$0$0Yes (X)
MARC WISOTSKY
TRUSTEE1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,500TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,971,528AllOtherContributionsAmt
Noncash Contributions$1,274,798NoncashContributionsAmt
Total Contributions$2,971,528TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEE INCOMEDesc
Total Revenue Column$185,332TotalRevenueColumnAmt
Related Or Exempt Func Income$185,332RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$185,332TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$336,511TotalRevenueColumnAmt
Exclusion$336,511ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescERTCDesc
Business999999BusinessCd
Total Revenue Column$8,500TotalRevenueColumnAmt
Exclusion$8,500ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,500OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,501,871TotalRevenueColumnAmt
Related Or Exempt Func Income$185,332RelatedOrExemptFuncIncomeAmt
Exclusion$345,011ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,966,337TotalAmt
Program Services$1,966,337ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$11,900TotalAmt
Program Services$11,900ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$104,620TotalAmt
Program Services$85,361ProgramServicesAmt
Management And General$12,363ManagementAndGeneralAmt
Fundraising$6,896FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$32,638TotalAmt
Program Services$25,284ProgramServicesAmt
Management And General$3,265ManagementAndGeneralAmt
Fundraising$4,089FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,226TotalAmt
Program Services$11,467ProgramServicesAmt
Management And General$1,620ManagementAndGeneralAmt
Fundraising$1,139FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,833TotalAmt
Management And General$40,833ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$150,305TotalAmt
Program Services$143,297ProgramServicesAmt
Management And General$7,008ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$35,116TotalAmt
Program Services$33,998ProgramServicesAmt
Management And General$1,118ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,018TotalAmt
Program Services$13,499ProgramServicesAmt
Management And General$4,493ManagementAndGeneralAmt
Fundraising$2,026FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,200TotalAmt
Program Services$960ProgramServicesAmt
Management And General$240ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,153TotalAmt
Program Services$14,340ProgramServicesAmt
Fundraising$2,813FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,687TotalAmt
Program Services$2,687ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,823TotalAmt
Management And General$8,823ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,405,856TotalAmt
Program Services$2,309,130ProgramServicesAmt
Management And General$79,763ManagementAndGeneralAmt
Fundraising$16,963FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,491BOYAmt
EOY$6,159EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,286BOYAmt
EOY$6,462EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$45,000BOYAmt
EOY$48,500EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,648LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,493LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,382BOYAmt
EOY$10,155EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,965,891BOYAmt
EOY$14,340,943EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,245,543BOYAmt
EOY$7,003,968EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,275,593BOYAmt
EOY$21,416,187EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,847BOYAmt
EOY$29,671EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$6,156,459BOYAmt
EOY$6,906,957EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,175,306BOYAmt
EOY$6,936,628EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$416,776BOYAmt
EOY$389,161EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,683,511BOYAmt
EOY$14,090,398EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,100,287BOYAmt
EOY$14,479,559EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,275,593BOYAmt
EOY$21,416,187EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,096,015ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,283,257NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,289,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,716,779CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,319,119CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,441,536CurrentTaxYearMinus1YearAmt
Current Tax Year$2,971,528CurrentTaxYearAmt
Total$9,737,985TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,289,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,716,779CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,319,119CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,441,536CurrentTaxYearMinus1YearAmt
Current Tax Year$2,971,528CurrentTaxYearAmt
Total$9,737,985TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,130,706SubstantialContributorsTotAmt
Public Support Total170$6,607,279PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$324,743CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$237,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$222,043CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,959CurrentTaxYearMinus1YearAmt
Current Tax Year$336,511CurrentTaxYearAmt
Total$1,422,570TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$7,500CurrentTaxYearAmt
Total$7,500TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$127,364CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$150,765CurrentTaxYearMinus3YearsAmt
Current Tax Year$8,500CurrentTaxYearAmt
Total$286,629TotalAmt
FieldValueIRS element (for citing)
Total Support$11,454,684TotalSupportAmt
Gross Receipts Rltd Activities$475,001GrossReceiptsRltdActivitiesAmt
Public Support CY1700.57680PublicSupportCY170Pct
Public Support PY1700.55840PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME 286,629ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held84DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held13FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,995,768DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$873,635FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,666,909DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$315,787FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$7,195,289DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$7,152,116FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,758,594BeginningYearBalanceAmt
Contributions$873,635ContributionsAmt
Investment Earnings Or Losses$606,959InvestmentEarningsOrLossesAmt
Grants Or Scholarships$242,802GrantsOrScholarshipsAmt
End Year Balance$5,996,386EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,510,430BeginningYearBalanceAmt
Contributions$15,000ContributionsAmt
Investment Earnings Or Losses$510,965InvestmentEarningsOrLossesAmt
Grants Or Scholarships$277,801GrantsOrScholarshipsAmt
End Year Balance$4,758,594EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$167,597BeginningYearBalanceAmt
Investment Earnings Or Losses$450,308InvestmentEarningsOrLossesAmt
Other Expenditures-$3,892,525OtherExpendituresAmt
End Year Balance$4,510,430EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,607,049BeginningYearBalanceAmt
Investment Earnings Or Losses-$33,641InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,581GrantsOrScholarshipsAmt
Other Expenditures-$1,399,230OtherExpendituresAmt
End Year Balance$167,597EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,357,388BeginningYearBalanceAmt
Investment Earnings Or Losses$311,805InvestmentEarningsOrLossesAmt
Grants Or Scholarships$62,144GrantsOrScholarshipsAmt
End Year Balance$1,607,049EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,188OtherCostOrOtherBasisAmt
Depreciation$376DepreciationAmt
Book Value$812BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,460OtherCostOrOtherBasisAmt
Depreciation$5,117DepreciationAmt
Book Value$9,343BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,155TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
CUSTODIAL INVESTMENT ACCOUNTS$6,902,310
CASH VALUE OF LIFE INSURANCE$92,392
CUSTODIAL GIFT ANNUITIES$4,647
GIFT ANNUITY$4,619
FieldValueIRS element (for citing)
Total Book Value Other Assets$7,003,968TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,662,855TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,283,257NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,283,257RevenueNotReportedAmt
Revenue Subtotal$3,379,598RevenueSubtotalAmt
Investment Expenses Not Incld$122,273InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$122,273RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,501,871TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,283,583TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$2,283,583ExpensesSubtotalAmt
Investment Expenses Not Incld2$122,273InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$122,273ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,405,856TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART IV, LINE 2BTHE FOUNDATION HOLDS CASH AND CASH EQUIVALENTS, INVESTMENTS AND GIFT ANNUITIES ON BEHALF OF OTHER ORGANIZATIONS AS A FIDUCIARY AGENT FOR THE PURPOSE OF INVESTMENT MANAGEMENT ONLY.
SCHEDULE D, PAGE 3, PART XTHE ORGANIZATION FOLLOWS THE GUIDANCE OF ACCOUNTING STANDARDS CODIFICATION (ASU) TOPIC 740, ACCOUNTING FOR INCOME TAX PROVISIONS, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT, FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS DETERMINED THAT IT IS MORE LIKELY THAT NOT, THAT ALL POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAKING AUTHORITIES, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (56 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2USAddress/AddressLine2Txt
ABRAMS HEBREW ACADEMY
31 WEST COLLEGE AVENUEYARDLEYPA19067216001415501C3$13,668N/AN/ACHARITABLE PURPOSES
ACLD FOUNDATION
807 SOUTH OYSTER BAY ROADBETHPAGENY11714812018946501C3$6,532N/AN/A
AMERICAN CIVIL LIBERITEIS UNION OF
PO BOX 32159NEWARKNJ07102222010593501C3$6,000N/AN/AFOUNDATION
AMERICAN FRIENDS OF MAGEN DAVID ADO
352 SEVENTH AVENUE SUITE 400NEW YORKNY10001131790719501C3$33,600N/AN/ACHARITABLE PURPOSES
AMERICAN FRIENDS OF YESHIVAT LEV
166 EDGEMONT PLACETEANECKNJ07666010673538501C3$18,000N/AHA TORAH
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022135563393501C3$211,000N/AN/ACHARITABLE PURPOSESGLOBAL JEWISH ADVOCACY
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STNEW YORKNY10022237389215501C3$32,600N/A
ARM IN ARM INC
1 N JOHNSTON AVE SUITE 230HAMILTON TWPNJ08609223198464501C 3$8,750N/AN/ACHARITABLE PURPOSES
BETH EL SYNANGOGUE
50 MAPLE STREAM ROADEAST WINDSORNJ08520221909456501C3$22,719N/AN/ACHARITABLE PURPOSES
BOSTON LATIN SCHOOL ASSOCIATION
300 FENWAY SUITE A375BOSTONMA02115046035973501C3$25,000N/A
BOYS & GIRLS CLUB OF MERCER COUNTY
1040 SPRUCE STLAWRENCE TWPNJ08648210634556501C 3$5,500N/AN/ACHARITABLE PURPOSES
BROOKLYN LAW SCHOOL
250 JERALEMON STREETBROOKLYNNY11201237227990501C3$25,000N/AN/ACHARITABLE PURPOSES
CENTRAL FUND OF ISRAEL
461 CENTRAL AVENUECEDARHURSTNY11516132992985501C3$10,360N/AN/ACHARITABLE PURPOSES
COMMUNITY FOOD BANK OF NJ INC
31 EVANS TERMINAL RDHILLSIDENJ07205222423882501C3$5,500N/A
CONGREGATION BETH CHAIM
329 VILLAGE ROAD EASTPRINCETON JUNCTIONNJ08550237129982501C3$7,888N/AN/ACHARITABLE PURPOSES
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006133433452501C3$5,250N/AN/ACHARITABLE PURPOSES
EZRAS CHOLIM OF ARIZONA
7118 N 7TH STPHOENIXAZ85020475645369501C3$40,000N/AAKN ARIZONA KOSHER FOOD PANTRY
FEDRATION OF JEWISH MENS CLUBS INC
C/O OFFICENSE 300 LOMBARD STBALTIMOREMD21202136202499501C3$12,300N/ASUITE 840
FOOTHILLS FOOD BANK
6038 E HIDDEN VALLEY DRIVECAVE CREEKAZ85331860619725501C3$10,000N/AN/ACHARITABLE PURPOSES
FRIENDS OF ISRAELI DEFENSE FORCES
PO BOX 4224NEW YORKNY10163133156445501C 3$96,700N/AN/ACHARITABLE PURPOSES
FRIENDS OF THE INSTITUTE FOR
1 EINSTEIN STPRINCETONNJ08540210634988501C 3$7,000N/AN/ACHARITABLE PURPOSESADVANCED STUDY
FRIENDS OF UNITED HATZALAH
244 MADISON AVENEW YORKNY10016113533002501C3$21,100N/AN/ACHARITABLE PURPOSES
GOALS OF CARE COALITION OF NJ INC
PO BOX 3083PRINCETONNJ08543264271484501C3$12,300N/A
GREENDWOOD HOUSE FOUNDATION INC
53 WALTER STREETEWINGNJ08628223208612501C3$106,299N/AN/ACHARITABLE PURPOSES
HOMEFRONT INC
1880 PRINCETON AVENUELAWRENCEVILLENJ08648223165145501C3$45,530N/AN/ACHARITABLE PURPOSES
ICAHN SCHOOL OF MEDICINE AT MOUNT
MT SINAI HEALTH SYSTEM OFFICE OFNEW YORKNY10029136171197501C3$100,000N/ASINAIDEVELOPMENT BOX 1049
INTERNATIONAL FELLOWSHIP FOR
PO BOX 96105WASHINGTONDC20090363256096501C3$55,000N/AN/ACHARITABLE PURPOSESCHRISTIANS AND JEWS
ISLES INC
10 WOOD STTRENTONNJ08618134148824501C 3$26,000N/AN/ACHARITABLE PURPOSES
JEWISH CENTER
435 NASSAU STPRINCETONNJ08540216008282501C3$71,645N/AN/ACHARITABLE PURPOSES
JEWISH COMMUNITY FOUNDATION
457 NASSUA ST SUITE 101PRINCETONNJ08540237174039501C3$80,699N/AN/ACHARITABLE PURPOSESGREATER MERCER
JEWISH FAMILY & CHILDREN'S SERVICES
707 ALEXANDER ROAD SUITE 102PRINCETON JUNCTIONNJ08540210634563501C3$169,023N/AN/ACHARITABLE PURPOSES
JEWISH FEDERATION OF SARASOTA
580 MCINTOSH ROADSARASOTAFL34232591227747501C3$6,000N/AN/ACHARITABLE PURPOSES-MANATEE
JEWISH FEDERATION OF SOMERSET
775 TALAMINI RDBRIDGEWATERNJ08807221668993$7,696N/AHUNTERDON AND WARREN COUNTIES
JEWISH FEDERATION PRINCETON MERCER
213 CARNEGIE CENTER BOX 217PRINCETONNJ08543232215070501C3$143,236N/AN/ACHARITABLE PURPOSES
JEWISH NATIIONAL FUND USA INC
42 E 69TH STNEW YORKNY10021832880252501C3$6,000N/A
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021131659627501C3$5,860N/AN/ACHARITABLE PURPOSES
JFCS PHOENIX
4747 NORTH 7TH ST SUITE 100PHOENIXAZ85014860096781501C3$7,500N/AN/ACHARITABLE PURPOSES
JOSHUA HARR SHANE FOUNDATION
6 COBBLESTONE BLVDMONROE TWPNJ08831203549310501C 3$20,000N/AN/ACHARITABLE PURPOSES
MCCARTER THEATRE CENTER
91 UNIVERSITY PLACEPRINCETONNJ08540210724198501C3$5,750N/AN/ACHARITABLE PURPOSES
MERCER STREET FRIENDS
151 MERCER STTRENTONNJ08611210733990501C3$6,010N/A
NATIONAL YIDDISH BOOK CENTRAL INC
1021 WEST STAMHERSTMA01002042708878501C3$10,500N/A
PLANNED PARENTHOOD OF NORTHERN
PO BOX 406MORRISTOWNNJ07950221643997501C3$6,500N/ACENTRAL AND SOUTHERN NJ INC
PRINCETON MEDICAL CENTER FOUNDATION
5 PLAINSBORO RD SUITE 365PLAINSBORONJ08536222225911501C3$9,000N/A
RESCUE MISSION OF TRENTON
98 CARROLL ST PO BOX 790TRENTONNJ08605210656182501C3$5,250N/A
SARASOTA FILM FESTIVAL
323 CENTRAL AVENUESARASOTAFL34236650826229501C3$6,000N/AN/ACHARITABLE PURPOSES
SEND HUNGER PACKING PRINCETON INC
1 MOMUMENT DRPRINCETONNJ08540823884254501C3$5,150N/A
SHARE MY MEALS INC
120 JOHN STPRINCETONNJ08542844149439501C3$7,000N/A
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRIVELOS ANGELESCA90035953964928501C3$5,500N/AN/ACHARITABLE PURPOSES
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104630598743501C3$16,000N/AN/ACHARITABLE PURPOSES
ST MARY'F FOOD BANK
2831 N 31ST AVEPHOENIXAZ85009237353532501C3$6,000N/AN/ACHARITABLE PURPOSES
TEMPLE MICAH
PO BOX 6355LAWRENCEVILLENJ08648521043941501C3$26,000N/A
TEMPLE SHOLOM
300 E PUTMAN AVEGREENWICHCT06830060702619501C3$10,414N/AN/ACHARITABLE PURPOSES
THE PENNSYLVANIA STATE UNIVERSITY
OFFICE OF GIFT PLANNINGUNIVERSITY PARKPA16802246000376501C3$12,879N/AN/ACHARITABLE PURPOSES214 103 BUILDING
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ086050872222392881501C3$18,010N/AN/ACHARITABLE PURPOSESBO BOX 872
WOMANSPACE INC
1530 BRUNSWICK AVELAWRENCEVILLENJ08648222172522501C3$9,000N/A
WORLD CENTRAL KITCHEN
PO BOX 96538WASHINGTONDC20090273521132501C 3$8,000N/AN/ACHARITABLE PURPOSES

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIP AWARDSGrantTypeTxt
Cash Grant$11,900CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationALL 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.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution21ContributionCnt
Noncash Contributions Rpt F990$1,274,798NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BCOPIES OF THE FORM 990 WILL BE PROVIDED OR AVAILABLE TO ALL MEMBERS OF THE BOARD BEFORE THE VOTE TO ACCEPT THE 990.
FORM 990, PAGE 6, PART VI, LINE 12CWE 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, PAGE 6, PART VI, LINE 19ALL INFORMATION AVAILABLE UPON REQUEST

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