2013-06-26T10:23:53-05:00 2012-12-31 221478099 COHNREZNICK LLP 4 BECKER FARM ROAD ROSELAND NJ 070681739 990 2012-01-01 210634536 MASONIC CHARITY FOUNDATION OF NEW JERSEY MASO 6092393826 902 JACKSONVILLE ROAD BURLINGTON NJ 08016 IAN KORMAN CPA 6092393826 2013-06-24 1 KIM BRANDLEY P00538270 9732283500 2012 2016-02-24 21:20:13Z EDGAR M COSTER 902 JACKSONVILLE ROAD BURLINGTON NJ 08016 55954180 0 X WWW.NJMASONIC.ORG X 1898 NJ A NONPROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF RECEIVING, MAINTAINING, AND ADMINISTERING ENDOWMENTS AND FUNDS EXCLUSIVELY FOR CHARITABLE, BENEVOLENT AND HEALTHCARE PURPOSES. ADDITIONALLY, HOSPICE SERVICES ARE PROVIDED. 15 15 676 1077 0 0 4440569 3004264 29514488 29490333 4046768 2129732 196961 173243 38198786 34797572 0 21000 0 0 18575762 20261692 0 0 417371 19365953 19781571 37941715 40064263 257071 -5266691 163272557 161518366 58168370 57923374 105104187 103594992 X A NONPROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF RECEIVING, MAINTAINING, AND ADMINISTERING ENDOWMENTS AND FUNDS EXCLUSIVELY FOR CHARITABLE, BENEVOLENT AND HEALTHCARE PURPOSES. 0 0 33088037 29642159 THE FOUNDATION PROVIDES RESIDENTIAL AND LONG-TERM NURSING CARE TO NURSING HOME RESIDENTS. 21000 21000 EDUCATIONAL GRANTS AND SCHOLARSHIPS. THE FOUNDATION AWARDS HIGH SCHOOL GRADUATES OF NEW JERSEY EDUCATIONAL GRANTS THAT ARE FOR POST HIGH SCHOOL EDUCATION. THE FOUNDATION ALSO AWARDS VARIOUS GRANTS AND SCHOLARSHIPS. 7834 THE OUTREACH PROGRAM IS PROVIDED FOR MASONS AND THEIR FAMILIES WHO NEED FINANCIAL, LEGAL OR OTHER ASSISTANCE. 74932 SUBSTANCE ABUSE AND OTHER MISCELLANEOUS PROGRAMS TO HELP BOTH MASONS AND NON-MASONS IN NEED OF ASSISTANCE. 74932 33191803 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 72 5 1 676 1 0 0 0 0 0 0 1 2 0 0 1 0 X 15 15 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X IAN P KORMAN CPA 6092393826 902 JACKSONVILLE ROAD BURLINGTON NJ 080163814 ANGELO A CAPRIO 3.00 X 0 0 0 ANTHONY W MONTUORI 5.00 X 0 0 0 DAVID A DORWORTH 5.00 X 0 0 0 EDGAR M COSTER 10.00 X X 0 0 0 EDWARD R PETKEVIS 3.00 X 0 0 0 GEORGE H HEFLICH JR 5.00 X X 0 0 0 GERALD J SHARPE 5.00 X 0 0 0 GLENN R TRAUTMANN 5.00 X X 0 0 0 JACK MILADIN 5.00 X 0 0 0 JAMES C GAUL 3.00 X 0 0 0 JOSEPH H RIVAL JR 5.00 X 0 0 0 JOSEPH T MEZZINA 5.00 X X 0 0 0 RICHARD F SCHMIDT 5.00 X 0 0 0 ROGER QUINTANA 5.00 X 0 0 0 WILLIAM H BERMAN 3.00 X 0 0 0 WILLIAM L MORRIS JR 5.00 X 0 0 0 IAN P KORMAN 40.00 X 103758 0 25763 ROBERT J SHERIDAN 3.00 X 0 0 0 CHRISTOPHER S ABBOTT 40.00 X 111290 0 11285 CINDY A SHEMANSKY 40.00 X 110350 0 28102 DOUGLAS R POLICASTRO 40.00 X 105545 0 11148 430943 0 76298 4 0 0 0 SODEXO PO BOX 360170 PITTSBURGH PA 15250 FOOD & MANAGEMENT 2122975 PRINCETON SENIOR LIVING 13 ROSZEL ROAD C122 PRINCETON NJ 08540 MANAGEMENT SERVICES 1750008 GENESIS REHABILITATION SERVICES 184 BETHLEHEM PIKE PHILADELPHIA PA 19118 SERVICES 634955 3 377854 2626410 11696 3004264 SERVICES FOR RESIDENTS 812900 29490333 29490333 29490333 1910409 1910409 21372818 21153495 219323 219323 219323 24530 3113 21417 21417 MISCELLANEOUS INCOME 900099 151826 151826 151826 34797572 29642159 0 2151149 21000 21000 130378 130378 15299169 13269609 1762009 267551 1013723 884694 121085 7944 2506402 2203707 286539 16156 1312020 1127160 164619 20241 1157371 1157371 80100 80100 91518 91518 160578 160578 449786 89749 360037 9475 8307 1168 668338 434935 206071 27332 24520 24520 1978699 1978699 8612 6175 625 1812 25360 25360 2382954 2382954 3730705 3730705 879880 3990 875890 MEDICAL EXPENSE 2012561 2012561 FOOD AND BEVERAGE 1547066 1547066 HOSPICE 1532870 1532870 RESIDENT EXPENSE 780122 779617 505 2261056 1178005 1032076 50975 40064263 33191803 6455089 417371 5102467 4126685 1433970 920173 2013491 2189419 469146 405928 274682 211436 309248 301846 139410932 67102028 74851638 72308904 54261972 56049806 12963032 12827944 11592911 12176225 163272557 161518366 10623319 11774708 43836746 42608895 1191055 1049685 2517250 2490086 58168370 57923374 X 86815322 83537943 5921565 5978609 12367300 14078440 105104187 103594992 163272557 161518366 X -5266691 5566547 -1809051 X X 0 1 X 1 0 X 5349084 7403073 6271438 4461493 3028794 26513882 5349084 7403073 6271438 4461493 3028794 26513882 3704770 22809112 2278864 2084122 1738257 2248660 1910409 10260312 306715 292180 385583 178836 151826 1315140 38089334 138888189 0.59880 0.69590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 73192061 1722938 1889321 6319000 70485320 76336978 597565 2351083 6093565 73192061 70153666 3486105 8725145 6027938 76336978 65260300 2003314 9340052 6450000 70153666 10007756 258938 -383000 9883694 0.77600 0.19970 0.02430 0 0 5909617 5909617 110864139 47990425 62873714 1190553 1063757 126796 19916548 17960282 1956266 1530075 87564 1442511 72308904 MORTGAGE/ASSET-BACKED SECURITIES 179593 F ALTERNATIVE INVESTMENTS 12648351 F 12827944 ACCRUED INVESTMENT INCOME 23968 ASSETS LIMITED TO USE UNDER INDENTURE AGREEMENT 3622198 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5676732 DEFERRED FINANCING FEES, NET 214494 PROJECT / BOND FUND 1336863 RESIDENT ACCOUNTS 1049685 OTHER NONCURRENT ASSETS 252285 12176225 DEFERRED GIFT PLANS SUPPORT 2490086 2490086 X 40612861 5566547 240000 8742 5815289 34797572 0 34797572 42122056 240000 1817793 2057793 40064263 0 40064263 PART IV, LINE 2B: THE FOUNDATION HOLDS ACCOUNTS AS CUSTODIAN FOR RESIDENTS AS REPORTED ON PART X, LINE 21 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE AND LOCAL INCOME TAXES. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2012 AND 2011. THE FOUNDATION'S U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO CALENDAR YEARS 2009 AND 2008, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 20,281. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -11,539. PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSION LIABILITY ADJUSTMENT 1,817,793. 24530 2120 993 1 1.00000 24530 2120 993 3113 21417 NJ 1 0 1 0 0.50000 0.50000 IAN P KORMAN TREASURER 902 JACKSONVILLE ROAD BURLINGTON NJ 08016 0 0 1 SCHOLARSHIPS 22 21000 1 X X 1 0 0 0 0 0 0 0 0 PART I, LINE 4A INCLUDED IN THE REPORTABLE COMPENSATION FOR DOUGLAS R POLICASTRO ON PART VII IS A SEVERANCE PAYMENT IN THE AMOUNT OF 78,966. THE ENTIRE AMOUNT OF THE SEVERANCE PAYMENT WAS PAID DURING 2012 IN ACCORDANCE WITH A SEVERANCE AGREEMENT THAT WAS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS ENTERED INTO A MANGEMENT CONTRACT WITH PRINCETON SENIOR LIVING FORM 990, PART VI, SECTION A, LINE 6 THE PEOPLE WHO BELONG TO THIS ORGANIZATION ARE CONSIDERED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS MAY ELECT THOSE MEMBERS WHO QUALIFY TO BE ON THE GOVERNING BODY OF THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES POLICY ON CONFLICT OF INTEREST BY INFORMING BOARD MEMBERS TO REPORT ANY AND ALL CONFLICTS OF INTEREST THAT MAY IMPACT THE ORGANIZATION. EACH TRUSTEE SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THERE IS AN EXECUTIVE COMPENSATION COMMITTEE TO DETERMINE OFFICERS' AND KEY EMPLOYEES' COMPENSATION. MEMBERS OF THE ORGANIZATION'S GOVERNING BOARD WILL THEN RATIFY THE RECOMMENDATION MADE BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 MASONIC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 20,281. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -11,539. PENSION LIABILITY ADJUSTMENT -1,817,793. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THESE RESPONSIBILITIES. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GRAND LODGE OF FREE & ACCEPTED MASONS OF NJ 100 BARRACK STREET TRENTON NJ 08608 210454866 FRATERNAL ORGANIZATION NJ 501(C)(10) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 GRAND LODGE OF NEW JERSEY S 377854