UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC: Form 990, tax year 2024

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Organization
UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC (EIN 23-2215070)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-13
IRS object ID
202601339349300525
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-05-13T06:31:27-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223604710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES M WOOD CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1603B OMNI DRIVEAddressLine1Txt
CityHILLSBOROUGHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08844ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232215070EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED JEWISH FEDERATION OF PRINCETONBusinessNameLine1Txt
Business Name Line2MERCER BUCKS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213 CARNEGIE CENTER BOX 2157AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK MERKOVITZPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6092190555PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M WOODPreparerPersonNm
PTINP00310420PTIN
Phone9084311700PhoneNum
Preparation2026-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK MERKOVITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213 CARNEGIE CENTER BOX 2157AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,017,005GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHPMB.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1931FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionSTRENGTHENS JEWISH LIFE AND VALUES BY UNDERWRITING EDUCATIONAL PROGRAMMING AND SOCIAL SERVICES.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,219,796PYContributionsGrantsAmt
CY Contributions Grants$814,941CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$41,912PYInvestmentIncomeAmt
CY Investment Income$42,398CYInvestmentIncomeAmt
PY Other Revenue$577PYOtherRevenueAmt
CY Other Revenue$159,666CYOtherRevenueAmt
PY Total Revenue$1,262,285PYTotalRevenueAmt
CY Total Revenue$1,017,005CYTotalRevenueAmt
PY Grants And Similar Paid$929,812PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$511,677CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$170,848PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$187,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$107,453CYTotalFundraisingExpenseAmt
PY Other Expenses$194,457PYOtherExpensesAmt
CY Other Expenses$216,315CYOtherExpensesAmt
PY Total Expenses$1,295,117PYTotalExpensesAmt
CY Total Expenses$914,992CYTotalExpensesAmt
PY Revenues Less Expenses-$32,832PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$102,013CYRevenuesLessExpensesAmt
Total Assets BOY$2,845,139TotalAssetsBOYAmt
Total Assets EOY$3,000,581TotalAssetsEOYAmt
Total Liabilities BOY$726,881TotalLiabilitiesBOYAmt
Total Liabilities EOY$642,555TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,118,258NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,358,026NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS TO PRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES IN OUR COMMUNITY, THE STATE OF ISRAEL, AND THROUGHOUT THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$676,670ExpenseAmt
Grant$511,677GrantAmt
DescTHE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS THE JEWISH COMMUNITY'S CENTRAL FUNDRAISING AND PLANNING ORGANIZATION WITH ITS ROOTS DATING BACK TO SEPTEMBER 1929. THE FEDERATION RAISES FUNDS THROUGH ANNUAL AND DIRECTED CAMPAIGNS. FUNDS ARE DISTRIBUTED TO DOZENS OF LOCAL, NATIONAL AND INTERNATIONAL AGENCIES / PROGRAMS SUPPORTING JEWISH COMMUNITIES. THE FUNDS ARE USED TO FEED THE HUNGRY, EDUCATE STUDENTS OF ALL AGES, CARE FOR THE YOUNG AND OLD, FIGHT ANTI-SEMITISM, AND PROMOTE JEWISH CULTURE AND CONTINUITY.Desc
Total Program Service Expenses$676,670TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213 CARNEGIE CENTER BOX 2157AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRIAN CHEVLIN
CO-PRESIDENT5.00Yes (X)Yes (X)$0$0$0
MICHAEL FELDSTEIN
CO-PRESIDENT5.00Yes (X)Yes (X)$0$0$0
JEREMY BLACK
CO-VP CAMPAIGN5.00Yes (X)Yes (X)$0$0$0
ANDREA SILVERSTEIN
CO-VP CAMPAIGN5.00Yes (X)Yes (X)$0$0$0
MARCY SAMET
VP MARKETING5.00Yes (X)Yes (X)$0$0$0
JAN KUSHNER
TREASURER5.00Yes (X)Yes (X)$0$0$0
SETH JOSEPHSON
VP ALLOCATIONS5.00Yes (X)Yes (X)$0$0$0
LISA TOBIAS
VP ISRAEL/OVERSEAS5.00Yes (X)Yes (X)$0$0$0
HOWARD COHEN
VP ADMINISTRATION5.00Yes (X)Yes (X)$0$0$0
DON LIEBOWITZ
SECRETARY5.00Yes (X)Yes (X)$0$0$0
JERRY NEUMANN
PAST PRESIDENT1.00Yes (X)$0$0$0
JUDY AXELROD
BOARD MEMBER1.00Yes (X)$0$0$0
DAN BRENT
BOARD MEMBER1.00Yes (X)$0$0$0
SHERRY EDELMAN MEYER
BOARD MEMBER1.00Yes (X)$0$0$0
MINDY GALLAGHER
BOARD MEMBER1.00Yes (X)$0$0$0
LAUREN NAZARIAN
BOARD MEMBER1.00Yes (X)$0$0$0
JESSICA RUBINSTEIN
BOARD MEMBER1.00Yes (X)$0$0$0
ANDREW SCHRAGGER
BOARD MEMBER1.00Yes (X)$0$0$0
DANI STEIN
BOARD MEMBER1.00Yes (X)$0$0$0
GAIL SUSSMAN
BOARD MEMBER1.00Yes (X)$0$0$0
MARISSA TREU
BOARD MEMBER1.00Yes (X)$0$0$0
LORI WEIR
BOARD MEMBER1.00Yes (X)$0$0$0
STEPHANIE WILL
BOARD MEMBER1.00Yes (X)$0$0$0
RABBI ADENA BLUM
EX-OFFICIO1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$814,941AllOtherContributionsAmt
Total Contributions$814,941TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,398TotalRevenueColumnAmt
Exclusion$42,398ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRECOVERY OF PRIOR ALLODesc
Business900099BusinessCd
Total Revenue Column$159,666TotalRevenueColumnAmt
Related Or Exempt Func Income$159,666RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$159,666OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,017,005TotalRevenueColumnAmt
Related Or Exempt Func Income$159,666RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$42,398ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$511,677TotalAmt
Program Services$511,677ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$124,485TotalAmt
Program Services$45,530ProgramServicesAmt
Management And General$42,878ManagementAndGeneralAmt
Fundraising$36,077FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$40,160TotalAmt
Program Services$8,507ProgramServicesAmt
Management And General$3,262ManagementAndGeneralAmt
Fundraising$28,391FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,615TotalAmt
Program Services$2,171ProgramServicesAmt
Management And General$1,854ManagementAndGeneralAmt
Fundraising$2,590FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,740TotalAmt
Program Services$5,166ProgramServicesAmt
Management And General$4,411ManagementAndGeneralAmt
Fundraising$6,163FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,335TotalAmt
Management And General$3,335ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Management And General$15,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,744TotalAmt
Management And General$13,744ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$63,530TotalAmt
Program Services$30,000ProgramServicesAmt
Management And General$33,530ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,962TotalAmt
Program Services$2,814ProgramServicesAmt
Fundraising$148FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,426TotalAmt
Program Services$2,437ProgramServicesAmt
Management And General$2,081ManagementAndGeneralAmt
Fundraising$2,908FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,292TotalAmt
Program Services$1,737ProgramServicesAmt
Management And General$1,483ManagementAndGeneralAmt
Fundraising$2,072FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,443TotalAmt
Program Services$4,740ProgramServicesAmt
Management And General$4,048ManagementAndGeneralAmt
Fundraising$5,655FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,644TotalAmt
Program Services$539ProgramServicesAmt
Management And General$461ManagementAndGeneralAmt
Fundraising$644FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$383TotalAmt
Program Services$126ProgramServicesAmt
Management And General$107ManagementAndGeneralAmt
Fundraising$150FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,158TotalAmt
Program Services$3,662ProgramServicesAmt
Management And General$3,127ManagementAndGeneralAmt
Fundraising$4,369FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PROGRAMS$38,648$28,986$9,662
DUES & LICENSES$23,901$23,901
PRINTING & PUBLICATIONS$4,535$2,177$2,267$91
SOFTWARE LICENSES$3,757$1,233$1,471$1,053

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,557TotalAmt
Program Services$1,267ProgramServicesAmt
Management And General$404ManagementAndGeneralAmt
Fundraising$4,886FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$914,992TotalAmt
Program Services$676,670ProgramServicesAmt
Management And General$130,869ManagementAndGeneralAmt
Fundraising$107,453FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$558,736BOYAmt
EOY$634,520EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$605,721BOYAmt
EOY$627,493EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$138,039BOYAmt
EOY$105,428EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$115,000BOYAmt
EOY$115,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,417,022BOYAmt
EOY$1,508,306EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,621BOYAmt
EOY$9,834EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,845,139BOYAmt
EOY$3,000,581EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$93,618BOYAmt
EOY$80,245EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$633,263BOYAmt
EOY$562,310EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$726,881BOYAmt
EOY$642,555EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$716,714BOYAmt
EOY$867,045EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,401,544BOYAmt
EOY$1,490,981EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,118,258BOYAmt
EOY$2,358,026EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,845,139BOYAmt
EOY$3,000,581EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$102,013ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$137,755NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$859,442CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$954,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$737,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,219,796CurrentTaxYearMinus1YearAmt
Current Tax Year$814,941CurrentTaxYearAmt
Total$4,586,621TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$859,442CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$954,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$737,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,219,796CurrentTaxYearMinus1YearAmt
Current Tax Year$814,941CurrentTaxYearAmt
Total$4,586,621TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,586,621PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,862CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,912CurrentTaxYearMinus1YearAmt
Current Tax Year$42,398CurrentTaxYearAmt
Total$187,920TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,544CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,279CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$577CurrentTaxYearMinus1YearAmt
Current Tax Year$159,666CurrentTaxYearAmt
Total$349,114TotalAmt
FieldValueIRS element (for citing)
Total Support$5,123,655TotalSupportAmt
Gross Receipts Rltd Activities$20,512GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89520PublicSupportCY170Pct
Public Support PY1700.92110PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,129,503BeginningYearBalanceAmt
Investment Earnings Or Losses$1,060InvestmentEarningsOrLossesAmt
End Year Balance$1,130,564EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,128,272BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$1,231InvestmentEarningsOrLossesAmt
End Year Balance$1,129,503EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,123,338BeginningYearBalanceAmt
Contributions$4,711ContributionsAmt
Investment Earnings Or Losses$223InvestmentEarningsOrLossesAmt
End Year Balance$1,128,272EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,513,715BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses-$8,323InvestmentEarningsOrLossesAmt
Other Expenditures$382,054OtherExpendituresAmt
End Year Balance$1,123,338EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,509,836BeginningYearBalanceAmt
Investment Earnings Or Losses$3,879InvestmentEarningsOrLossesAmt
End Year Balance$1,513,715EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01530BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.97680PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00790TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOOLED INVESTMENTSDesc
Book Value$1,508,306BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,508,306TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescALLOCATIONS PAYABLEDesc
Amt$562,310Amt
FieldValueIRS element (for citing)
Total Liability$562,310TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,141,016TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$137,755NetUnrealizedGainsInvstAmt
Revenue Not Reported$137,755RevenueNotReportedAmt
Revenue Subtotal$1,003,261RevenueSubtotalAmt
Investment Expenses Not Incld$13,744InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$13,744RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,017,005TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$901,248TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$901,248ExpensesSubtotalAmt
Investment Expenses Not Incld2$13,744InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$13,744ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$914,992TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ABRAMS HEBREW ACADEMY
31 WEST COLLEGE AVEYARDLEYPA19067216001415501(C)(3)$47,000$0CHARITABLE PURPOSE
JEWISH COMMUNITY CENTER
4 PRINCESS ROADLAWRENCEVILLENJ08648210637383501(C)(3)$67,310$0CHARITABLE PURPOSE
JEWISH FAMILY AND CHILDRENS SERVICES
707 ALEXANDER ROADPRINCETONNJ08540210364563501(C)(3)$101,000$0CHARITABLE PURPOSE
GREENWOOD HOUSE
53 WALTERS ROADTRENTONNJ08691210639867501(C)(3)$75,000$0CHARITABLE PURPOSE
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAYNEW YORKNY10004131624240501(C)(3)$100,000$0CHARITABLE PURPOSE
SHALOM HERITAGE CENTER
639 ABBINGTON DRIVEEAST WINDSORNJ08520501(C)(3)$8,000$0CHARITABLE PURPOSE
PJ LIBRARY
67 HUNT STREET SUITE 100AGAWAMMA01001501(C)(3)$17,000$0CHARITABLE PURPOSE
COMMITMENTS TO LOCAL AND OVERSEAS JEWISH ORGANIZATIONS
$79,500$0CHARITABLE PURPOSE
AMERICAN FRIENDS LIBI
2001 BEACON STREET SUITE 107BRIGHTONMA02135320081620501(C)(3)$13,000$0CHARITABLE PURPOSE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL DONATIONS ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE MADE TO 501(C)3 ORGANIZATIONS. THESE ORGANIZATIONS ARE REQUIRED BY THEIR EXEMPT STATUS TO USE THE DONATIONS TO FURTHER THEIR CHARITABLE PURPOSE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6INDIVIDUAL MEMBERS - ANY JEWISH PERSON OVER 18 YEARS OF AGE WHO HAS MADE A CURRENT YEAR CONTRIBUTION OF AT LEAST $18 TO THE FEDERATION OR IS THE DESIGNATED PRINCIPAL IN OR OFFICER OF A NON-INDIVIDUAL CONTRIBUTOR OF AT LEAST $18 TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO VOTE, ATTEND ANY OPEN BOARD OF DIRECTORS MEETING AND HOLD OFFICE. ASSOCIATE MEMBERS - ANY OTHER INDIVIDUAL CONTRIBUTOR TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO ATTEND ANNUAL MEETINGS BUT SHALL HAVE NO VOTING RIGHTS OR POWERS.
FORM 990, PART VI, SECTION A, LINE 7AA NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS (MEMBERS AT LARGE), TO BE DESIGNATED BY THE BOARD, ARE ELECTED AT THE ANNUAL MEETING BY THE GENERAL MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE COMMITTEE REVIEWS FORM 990 PRIOR TO ITS FILING. ALL BOARD MEMBERS ARE MADE AWARE THAT THE FORM IS AVAILABLE FOR REVIEW UPON REQUEST PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 15THE FEDERATION HAS AN ADMINISTRATION AND PERSONNEL COMMITTEE. ONE OF THE CHARGES OF THIS COMMITTEE IS TO UNDERSTAND THE ROLES AND RESPONSIBILITIES OF THE STAFF AND TO DETERMINE IF THE COMPENSATION PAID IS APPROPRIATE. THE COMMITTEE MEETS TO DISCUSS THE COMPENSATION ON AN ANNUAL BASIS. THEY UTILIZE DATA COMPILED ON SIMILAR SIZED FEDERATIONS/ORGANIZATIONS IN THEIR DECISION MAKING PROCESS. THEY MAKE A RECOMMENDATION TO THE BOARD FOR APPROVAL IF NECESSARY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

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