2025-10-31T13:09:08-05:00 2024-12-31 932854873 VENNING 8 EXECUTIVE DR STE 1 TOMS RIVER NJ 08755 990 2024-01-01 222140175 JEWISH FEDERATION OF OCEAN COUNTY JEWI 7323630530 1235A ROUTE 70 LAKEWOOD NJ 08701 ANNABEL LINDENBAUM PRESIDENT 7323630530 2025-10-13 1 0 GERWIN K BAUER P00064608 7323636500 2024 2025-03-06 01:10:19Z ANNABEL LINDENBAUM 1235A ROUTE 70 LAKEWOOD NJ 08701 6226225 0 X WWW.JEWISHOCEANCOUNTY.ORG X 1977 NJ PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY WITHIN OCEAN COUNTY AND THROUGHOUT THE WORLD. 19 19 5 0 0 0 4843127 6042151 0 0 59936 92972 58831 91102 4961894 6226225 139277 116266 0 0 332173 337892 0 0 73030 4373998 5733089 4845448 6187247 116446 38978 3208456 3506115 1284441 1543122 1924015 1962993 TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY; TO PLAN FOR THE PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT OF THE OCEAN COUNTY JEWISH COMMUNITY AND TO FOSTER COOPERATION AMONGST OCEAN COUNTY JEWISH ORGANIZATIONS, COMMITTEES AND INDIVIDUALS. 0 0 116266 116266 ALLOCATING FINANCIAL ASSISTANCE TO VARIOUS INSTITUTIONS 5710949 PROVIDING FOR UNMET HOME CARE NEEDS FOR JEWISH NAZI VICTIMS, COUNSELING AND CULTURAL SERVICES THROUGH JEWISH FAMILY AND CHILDRENS SERVICES. 194841 AIDING IN VARIOUS ACTIVITIES, BOTH DIRECTLY AND INDIRECTLY THROUGH OTHER INSTITUTIONS TOWARDS THE BENEFIT OF THE COMMUNITY. 6022056 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 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 1 0 0 0 1 6 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X JEWISH FEDERATION 7323630530 1235A ROUTE 70 LAKEWOOD NJ 08701 X ANNABEL LINDENBAUM PRESIDENT 5.00 X X 0 0 0 MICHAEL BERMAN ESQ VICE PRESIDENT 2.00 X X 0 0 0 SHELLY NEWMAN SECRETARY 3.00 X X 0 0 0 HELEN COCUZZA TRUSTEE 1.00 X 0 0 0 CYNDY FRIEDLAND TRUSTEE 1.00 X 0 0 0 RICHARD GAINES TRUSTEE 1.00 X 0 0 0 FRAN GIMPEL TRUSTEE 1.00 X 0 0 0 PETER KITAY TRUSTEE 1.00 X 0 0 0 LORNA KLEIN TRUSTEE 1.00 X 0 0 0 ALAN KRUPNICK TRUSTEE 1.00 X 0 0 0 PAMELA LIGORSKI TRUSTEE 1.00 X 0 0 0 LARRY MANDEL TRUSTEE 1.00 X 0 0 0 LAUREN ROSEN TRUSTEE 1.00 X 0 0 0 RANDI ROZOVSKY TRUSTEE 1.00 X 0 0 0 BARBARA SCHULMAN TRUSTEE 1.00 X 0 0 0 ANISE SINGER TRUSTEE 1.00 X 0 0 0 YVETTE ATKINS TRUSTEE 1.00 X 0 0 0 DAVID ROSEN TREASURER 3.00 X X 0 0 0 AVI KOTLER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 5851296 190855 6042151 92972 92972 REALIZED GAIN FROM INV 624100 62611 62611 OTHER 624100 21261 21261 UNREALIZED GAIN FROM I 624100 7230 7230 91102 6226225 21261 0 162813 116266 116266 310028 250447 22343 37238 9315 5872 1291 2152 18549 15664 1082 1803 47480 47480 5872 5872 2415 1790 234 391 10679 6407 1602 2670 5608 4094 561 953 3863 2438 534 891 1788 1073 268 447 6452 6452 OTHER DIRECT COSTS 5577645 5577645 CAMPAIGN COSTS 18935 18935 REPAIRS & MAINTENANCE 17827 14887 1089 1851 INSURANCE 16925 12355 1693 2877 17600 13118 1660 2822 6187247 6022056 92161 73030 625101 1043949 58133 59913 562433 647203 51270 526 342865 180360 157250 162505 1754269 1592019 3208456 3506115 1284441 1543122 1284441 1543122 X 1642045 1662235 281970 300758 1924015 1962993 3208456 3506115 38978 0 X X 0 1 X 1 0 X 2907202 3337904 3708437 4843127 6042151 20838821 2907202 3337904 3708437 4843127 6042151 20838821 0 0 0 20838821 20899 6632 12346 59936 92972 192785 20899 6632 12346 59936 92972 192785 20915 125176 -32228 58831 91102 263796 2949016 3469712 3688555 4961894 6226225 21295402 0.97860 0.98220 0.00910 0.00650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 215024 63288 151736 51372 50517 855 76469 66555 9914 162505 PIMCO LOW DURATION CLASS A 17283 F VANGUARD MUTUAL FUNDS 62731 F EATON VANCE FLOATING RATE HIGH 4718 F MFS MUTUAL FUNDS 22592 F NEW WORLD FUND CLASS F-2 9399 F T ROWE PRICE FUNDS 16354 F ISHARES FUNDS 17043 F COHEN & STEERS REAL ESTATE FUND 7313 F COLUMBIA OVERSEAS VALUE FUND 7226 F DODGE & COX INCOME FUND 24440 F NEW PERSPECTIVE FUND CLASS F-2 7679 F BLACKROCK MID CAP GROWTH FUND 4133 F BROWN CAPITAL MANAGEMENT SMALL FUND 5400 F GOLDMAN SACHS ABSOLUTE RETURN 10130 F JOHN HANCOCK BOND FUND CLASS I 22777 F US TREASURY NOTES 1218440 F FEDERAL HOME LN 74826 F 3M COMPANY 19868 F BNY MELLON 14948 F CATERPILLAR 19772 F CITIGROUP INC 4947 F 1592019 X 6226225 0 6226225 0 6226225 6187247 0 6187247 0 6187247 PART X, LINE 2: THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH FIN 48. THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH FIN 48. 0 JEWISH FEDERATION OF NORTH AMERICA 7211 0 PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY THROUGHOUT THE WORLD.PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO FORM 990, PART VI, SECTION A, LINE 2 ALAN KRUPNICK AND LAWRENCE MANDEL ARE RELATED, BROTHER-IN-LAWS. DAVID ROSEN AND LAUREN ROSEN ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE BY-LAWS STATE THAT THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION AND ANY INDIVIDUAL 12 YEARS OR OLDER AND MAKES A MINIMUM PLEDGE IS A MEMBER AND CAN VOTE AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING THE MEMBERSHIP VOTES FOR THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE AUDITED FINANCIAL STATEMENT AND DRAFT OF FORM 990 IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ALL VENDORS ARE APPROVED BY THE DIRECTOR AND ALSO MONITORS THE BUSINESS RELATIONSHIPS TO ENSURE THAT NO CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. N/A A DRAFT OF THE FINANCIAL STATEMENTS IS PROVIDED TO THE DIRECTORS FOR REVIEW. AFTER REVIEW BY THE PRESIDENT, TREASURER & EXECUTIVE DIRECTOR THE FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD FOR APPROVAL. JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY NEW YORK NY 10004 131624240 FUNDRAISING SUPPORT NY 501(C)(3) 170(B)(1)(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0