SUPERIOR COURT OF NEW JERSEY
APPELLATE DIVISION
A-960-95T1
DONALD D. LODER, SR., and
MARY LODER, his wife,
Plaintiffs-Appellants,
v.
ST. THOMAS GREEK ORTHODOX CHURCH,
Defendant-Respondent.
________________________________________
Argued September 30, 1996 - Decided November
25, 1996
Before Judges Havey, Brochin and Eichen.
On appeal from Superior Court, Law Division,
Camden County.
Howard L. Goldberg argued the cause for
appellants (Mr. Goldberg on the brief).
William A. Garrigle argued the cause for
respondent (Garrigle & Palm, attorneys; James
J. Law on the brief).
The opinion of the court was delivered by
EICHEN, J.A.D.
In this negligence case, defendant St. Thomas Greek Orthodox
Church (the church) successfully moved for summary judgment based
upon the defense of charitable immunity, N.J.S.A. 2A:53A-7 (the
Act).See footnote 1 Plaintiffs Donald D. Loder, Sr. (Loder) and Mary Loder
appeal on the ground that the motion judge erred in concluding that
Loder was a beneficiary of the charitable and educational works the
church was organized to advance as required by the Act.
On October 6, 1991, plaintiffs, along with their children and
other family members, attended a church function known as the
"Agora" festival (the festival) in Cherry Hill where they enjoyed
a Greek dinner for which they were each charged a fee. Loder
testified during his deposition that he learned about the festival
from a newspaper advertisement and that it was not the first time
he and his family had attended. The record reflects that Loder was
not a member of the church, and that although he was raised as a
protestant, he was not a member of any parish. Loder had gone to
the church that evening "to enjoy the Greek food." He testified
that "throughout dinner," there were "young girls [or children]
dancing." He also testified that he and his family ate dinner in
the church building rather than in the tent erected on the church
grounds for that purpose. After dinner, Loder stopped at a booth
to buy some ethnic food items. Immediately upon leaving the
premises, as he was saying goodbye to his daughter, Loder slipped
and fell off the edge of the sidewalk adjacent to the parking lot,
seriously injuring himself.
The church submitted an affidavit stating it "is a not for
profit corporation, which is tax exempt, and was organized
exclusively for religion, charitable and educational purposes."
The affidavit further recites that the festival is an annual church
event which is run as "a fund raiser and to provide the general
public with an insight into the rich traditions of the Hellenic
[c]ulture and [Greek] Orthodox Christianity." No admission fee is
charged generally, but "Greek meals are sold and Greek dancers
perform during the meals." Individuals who attend the festival
"are encouraged to explore the church and the various exhibits in
order to learn more about the traditions of the Hellenic [c]ulture
and the [Greek] Orthodox Christianity."
At the motion, plaintiffs' attorney conceded that the church
is a charitable association, arguing instead that the fund-raising
aspect of the event and the fact that the festival is mainly
concerned with exposing people to Greek culture, not religion,
precludes the event from being considered one of the "charitable
works" of the church. Plaintiffs also maintained that even if the
festival is considered one of the church's "charitable works,"
Loder was not a direct beneficiary of the works at the time of his
injury. They contend that Loder's only connection with the church
was his physical presence on the premises as part of a commercial
venture being conducted and that he took no part in any of the
charitable benefits of the church.
The church countered that the Greek Orthodox Church is a
"unique" church in that it gets "its beliefs from the Greek
culture" and that through the festival, the church is "trying to
show the community at large ... the importance of the Hellenic
culture in their orthodox religion." Although admitting it charges
a dinner fee and that the festival is a fund raiser, the church
maintained that its purpose was "to turn people on to the [Greek]
Orthodox Christian religion as well as the Hellenic culture
itself," and therefore the festival was part of its charitable
works.
Accepting the church's position, the judge found that the
festival had a dual purpose: raising funds for the church and
"introducing" and "educating the public with regard to the Hellenic
heritage and culture ... expressed ... by the types of food and the
nature of the festival...." In essence, the judge determined that
by attending the festival, Loder was "a beneficiary, to [some]
degree of the works of [the church]" and that he was not a person
"unconcerned in and unrelated to and outside of the benefactions of
the [church]." See N.J.S.A. 2A:53A-7a. Consequently, the judge
awarded summary judgment against plaintiffs on the ground that the
church qualified for immunity from personal injury liability under
the Act.
The requirements for charitable immunity under the Act direct
a claimant of such immunity to demonstrate that the entity was
formed for non-profit purposes; that it is organized exclusively
for religious, charitable, or educational purposes; and that it
promoted such purposes at the time of the injury to the plaintiff,
who was then a beneficiary of its charitable works. See Pelaez v.
Rugby Labs., Inc.,
264 N.J. Super. 450, 454 (Law Div. 1993)
(citations omitted); accord Parker v. St. Stephen's Urban Dev.
Corp. Inc.,
243 N.J. Super. 317, 324 (App. Div. 1990). Hence, in
litigation concerning the Act, the focus is on whether the
organization is a charitable association, and whether the injured
plaintiff is a "beneficiary" of its charitable works. Rupp v.
Brookdale Baptist Church,
242 N.J. Super. 457, 462-63 (App. Div.
1990).
In analyzing whether an entity qualifies for charitable
immunity, the Act directs that
[t]his act shall be deemed to be remedial and
shall be liberally construed so as to afford
immunity to the said corporations, societies
and associations from liability as provided
herein in furtherance of the public policy for
the protection of nonprofit corporations,
societies and associations organized for
religious, charitable, educational or hospital
purposes.
[N.J.S.A. 2A:53A-10].
"Case law also reflects th[is] legislative mandate." Monaghan v.
Holy Trinity Church,
275 N.J. Super. 594, 598 (App. Div 1994). See
also Schultz v. Roman Catholic Archdiocese of Newark,
95 N.J. 530,
537-38 (1984).
On appeal, plaintiffs do not dispute that the church qualifies
as a charitable association under the Act or that its purposes
include educational, cultural, and religious aims. They
remonstrate only against the argument that the festival is a
"benevolent activity" or "charitable work" of which Loder may be
deemed a beneficiary. Relying on Book v. Aguth Achim Anchai of
Freehold,
101 N.J. Super. 559 (App. Div. 1968), plaintiffs argue
that, in attending the festival, Loder was present solely as "a
patron of a church-sponsored restaurant" where "he merely purchased
a meal," much like the patron at the synagogue-sponsored bingo game
in Book where this court concluded no charitable immunity existed.
We disagree.
Although a church's main purpose may be to provide a place of
worship and spiritual guidance,
[its] function is not so narrowly confined.
It is not limited to sectarian teaching and
worship. In [the] modern view, exercises
designed to aid in the advancement of the
spiritual, moral ethical and cultural life of
the community in general are deemed within
the purview of the religious society. A
social center is now commonly regarded as a
proper adjunct of the local church _ conducive
to the public good, as well as advantageous to
the congregation.
[Bianchi v. Southpark Presbyterian Church,
123 N.J.L. 325, 332-33 (E. & A. 1939), quoted in
Anasiewicz v. Sacred Heart Church,
74 N.J.
Super. 532, 537 (App. Div.), certif. denied,
38 N.J. 305 (1962).]
In Bianchi, a Girl Scout was injured when she fell down an unlit
stairwell at a church's social center. 123 N.J.L. at 329. She was
barred from recovering against the church because she was deemed a
beneficiary of the church's function of promoting individual and
societal enrichment. Id. at 322-33.
Applying the liberal view of charitable benevolence expressed
in Bianchi, and subsequently reaffirmed in Anasiewicz, supra, 74
N.J. Super. at 537, we conclude that Loder clearly was a
beneficiary of the charitable works of the church. Without doubt,
the church here was engaged in the performance of the charitable
objectives it was organized to advance, inasmuch as it was
attempting to demonstrate to the community the rich traditions of
the Greek Orthodox Church and "the importance of the Hellenic
culture in [the] orthodox religion" as expressed through Greek food
and dance. The fact that Loder paid for the dinner at the festival
does not detract from our conclusion that the church was engaged in
its charitable works. The doctrine of charitable immunity is
"applicable even where the person injured has paid for the services
rendered by the charity." Casper v. The Cooper Hospital,
26 N.J.
Super. 535, 540 (App. Div. 1953) (citing Jones v. St. Mary's
Catholic Church
7 N.J. 533, cert. denied,
342 U.S. 886,
72 S. Ct. 175,
96 L. Ed. 664 (1951)). See also Kirby v. Columbian Institute,
101 N.J. Super. 205, 211 (Hudson Cty. Ct. 1968) ("[C]harities do
not lose their immunities by virtue of the fact that certain fees
are charged for their charitable services...."). Contrary to the
circumstances in Book, supra, we are dealing with activities that
bear a "substantial and direct relationship" to the church's
"general purpose." Cf. Kasten v. Y.M.C.A.,
173 N.J. Super. 1, 9
(App. Div. 1980) (recognizing that where the nature of charitable
association's activities is primarily commercial in character, such
as operating a ski area for profit, the association may lose its
customary immunity from liability). The festival was not simply a
fund raiser, as was the synagogue-sponsored bingo game in Book. In
that case, the activity was totally "unrelated to the defendant's
institutional life and work." 101 N.J. Super. at 564. In this
case, the contrary is true and, as a result, the judge properly
viewed Loder as a recipient of the church's benefactions.
Moreover, as we noted in Anasiewicz, supra, beneficiary status
does "not depend upon a showing that the claimant personally
received a benefit from the works of the charity." 74 N.J. Super.
at 536, quoted with approval in Rupp, supra, 242 N.J. Super. at
463. Instead, the test is "whether the institution pleading the
immunity ... was engaged in the performance of the charitable
objectives it was organized to advance." Anasiewicz, supra, 74
N.J. Super. at 536. Loder voluntarily partook of the traditional
offerings of the Hellenic culture consisting of its food and music.
By so doing, he involved himself in the church's efforts to
introduce and educate the community about "the importance of
Hellenic culture in the[] orthodox [Greek] religion." Indeed,
Loder was actually engaged in the very activities of the church in
which the church intended him to be involved.
Accordingly, we conclude Loder's activities on the church
premises immediately before the accident "[were] such as to
classify [him] as a beneficiary of [the church's charitable] works
at least in some degree, and that because of such activity [he] may
not be deemed to be a person `unconcerned in and unrelated to and
outside of the benefactions' of the Society." Peacock v.
Burlington County Historical Society,
95 N.J. Super. 205, 209 (App.
Div.) (holding that even mere casual viewing of exhibits in
historical society building while plaintiff waited for her husband
was sufficient to characterize plaintiff as a beneficiary of the
society's charitable works, and therefore, plaintiff was not a
person "unconcerned in and unrelated to and outside of the
benefactions of the [s]ociety"), certif. denied,
50 N.J. 290
(1967). See also N.J.S.A. 2A:53A-7a; George v. First United
Presbyterian,
272 N.J. Super. 294 (App. Div.) certif. denied,
137 N.J. 167 (1994).
Accordingly, we conclude that the judge's grant of summary
judgment was proper. There are no genuine issues of material fact
sufficient to require submission to a fact finder, the
disagreements being "so one-sided" that the church must prevail as
a matter of law. See Brill v. Guardian Life,
142 N.J. 520, 540
(1995) (quoting Anderson v. Liberty Lobby, Inc.,
477 U.S. 242, 252,
106 S. Ct. 2505, 2512,
91 L. Ed.2d 202, 214 (1986). See also
Pomeroy v. Little League Baseball of Collingswood,
142 N.J. Super. 471, 473 (App. Div. 1976); Pelaez, supra, 264 N.J. Super. at 454
(concluding that where there are no factual disputes, the question
of whether a person is a beneficiary of charitable works is a
matter of law to be decided by the trial judge).
Affirmed.
Footnote: 1 The Act provides in relevant part:
a. No nonprofit corporation, society or association organized exclusively for religious, charitable, or educational ... purposes ... shall, except as is hereinafter
set forth, be liable to respond in damages to
any person who shall suffer damage from the
negligence of any ... such corporation,
society or association, where such person is a
beneficiary, to whatever degree, of the works
of such nonprofit corporation, society or
association; provided, however, that such
immunity from liability shall not extend to
any person who shall suffer damage from the
negligence of such corporation, society or
association ... where such person is one
unconcerned in and unrelated to and outside of
the benefactions of such corporation, society
or association[.]
[N.J.S.A. 53A-7a.]
The Act was amended in 1995 but the provisions relevant
to this case remain unchanged.