2014-03-12T09:23:45-05:00 2013-06-30 540737372 PBMARES LLP 150 BOUSH STREET SUITE 400 NORFOLK VA 23510 990 2012-07-01 541900143 UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA ENDOWMENT INC UNIT 7579656111 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 PHILIP ROVNER 7579656111 2014-03-06 1 BRIAN WINDLEY P00537045 7576274644 2014-03-06 X 2012 2015-11-30 17:44:51Z ELIZABETH DAVID 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 560613 0 X WWW.JEWISHVA.ORG X 1995 VA SUPPORT THE UJC OF THE VIRGINIA PENISULA, INC. IN ITS EFFORTS TO UNITE THE JEWISH COMMUNITY. 18 18 0 0 -21092 0 329083 262308 0 0 295251 246378 -1435 -8073 622899 500613 459166 450394 0 0 0 0 0 0 0 110843 118781 570009 569175 52890 -68562 6829540 7257590 26418 25633 6803122 7231957 SUPPORT THE UJC OF THE VIRGINIA PENISULA, INC. IN ITS EFFORTS TO UNITE THE JEWISH COMMUNITY. 0 0 450394 450394 0 SUPPORT OF THE PROGRAMS OF THE UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA, INC. AND OTHER PROGRAMS TO ENRICH THE EDUCATIONAL, CULTURAL, RELIGIOUS AND SOCIAL LIVES OF THE JEWISH COMMUNITY 450394 1 1 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PHILIP ROVNER 7579656100 5000 CORPORATE WOODS DRIVE SUITE VA BEACH VA 23462 X DR STEVE SELTZER 1.00 X 0 0 0 MR ARTHUR FASS 1.00 X 0 0 0 MR CHARLES STERN 1.00 X 0 0 0 MR ED DAVID 1.00 X 0 0 0 MR EDWARD SARFAN 1.00 X 0 0 0 MR JOSHUA M DAVID 1.00 X 0 0 0 MR GARY NACHMAN 1.00 X 0 0 0 MR LJ RICHMAN 1.00 X 0 0 0 MR NEAL ROSENBAUM 1.00 X 0 0 0 MR RALPH GOLDSTEIN 1.00 X 0 0 0 MR ROY LASRIS 1.00 X 0 0 0 MRS BETTY LEVIN 1.00 X 0 0 0 MRS ETTALEA KANTER 1.00 X 0 0 0 MRS JOANNE ROOS 1.00 X 0 0 0 MR KENNETH MUROV 1.00 X 0 0 0 MR JEFF LUCKMAN 1.00 X 0 0 0 MR ROBERT COHEN 1.00 X 0 0 0 MRS ELIZABETH DAVID 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 262308 184262 262308 26776 26776 219887 59715 0 60000 219887 -285 219602 219602 ADMIN FEE INCOME 900099 13019 13019 WEST BANK LAND TRUST K 900099 -21092 -21092 -8073 500613 13019 -21092 246378 450394 450394 64639 64639 1600 1600 41242 41242 7850 7850 DISTRIBUTIONS CGA 3450 3450 569175 450394 118781 0 85928 24207 6743612 7233383 6829540 7257590 26418 25633 26418 25633 X 2092569 2171869 4710553 5060088 6803122 7231957 6829540 7257590 -68562 497397 0 X X 0 1 X 1 0 X X 0 0 0 UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA INC 540480621 7 1 1 1 330280 1 330280 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23 210803 252927 2852236 1 1 0 MAIN POOL PORTFOLIO 6665041 F ML CGA ACCOUNT 33172 F CSV LIFE INSURANCE POLICIES 177737 F WEST BANK LAND TRUST, LLC 357433 C 7233383 PV OF FUTURE DISTIRBUTIONS-CHAR. GIFT ANNUITIES 25633 25633 X 998010 497397 497397 500613 0 500613 569175 0 569175 0 569175 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: TJF, ITS SUPPORTING FOUNDATIONS, AND AFFILIATES, ARE QUALIFYING NONPROFIT ENTITIES AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE THEREFORE EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT ON NET INCOME, IF ANY, GENERATED FROM UNRELATED BUSINESS TAXABLE INCOME. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION'S MANAGEMENT HAS EVALUATED THE IMPACT OF THIS GUIDANCE TO ITS CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS, AND HAS NOT ACCRUED THE EFFECT OF ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2013. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES INCURRED, IF ANY, RELATED TO INCOME TAX POSITIONS AS OTHER INTEREST EXPENSE AND PENALTIES EXPENSE, RESPECTIVELY. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2009. 1 VIRGINIA SYMPHONY 150 BOUSH STREET SUITE 201 NORFOLK VA 23501 546000598 501(C)(3) 6000 CAPITAL CAMPAIGN GIFT AND SUPPORT OF OPERATIONS UNITED JEWISH COMMUNITY OF THE VA PENINUSLA 401 MIDDLE GROUND BOULEVARD NEWPORT NEWS VA 23606 540480621 501(C)(3) 330280 COMMUNITY PROGRAMS HILLEL AT VIRGINIA TECH PO BOX 708 BLACKSBURG VA 24063 900406012 501(C)(3) 15360 CAPITAL CAMPAIGN AND SUPPORT FOR ONGOING PROJECTS. RODEF SHOLOM TEMPLE 318 WHEALTON ROAD HAMPTON VA 23666 131659707 501(C)(3) 14896 COMMUNITY PROGRAMS JEWISH CEMETERY OF THE VIRGINIA PENINSULA 739 THIMBLE SHOALS BOULEVARD SUITE 105 NEWPORT NEWS VA 23606 541960873 501(C)(3) 20000 SUPPORT OF OPERATIONS CHESAPEAKE BAY ACADEMY 821 BAKER ROAD VIRGINIA BEACH VA 23462 541522266 501(C)(3) 6000 SUPPORT OF OPERATIONS JEWISH AGENCY FOR ISRAEL 633 THIRD AVENUE 25TH FLOOR NEW YORK NY 10017 237254561 501(C)(3) 5000 GIFT JFNA DISASTER RELIEF FUND PO BOX 148 WALL STREET STATION NEW YORK NY 10268 131624240 501(C)(3) 15800 HURRICANE SANDY AND ISRAEL TERROR RELIEF FUNDS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY ENSURING ALL FUNDS DISTRIBUTED TO SUPPORTED ORGANIZATIONS AND ALL DISTRIBUTIONS ARE CONSISTENT WITH THE PURPOSES OF THE APPLICABLE GIFT OR OTHER GOVERNING DOCUMENTS. SCHEDULE I PART II THE ORGANIZATION REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), AND TO THE JEWISH AGENCY FOR ISRAEL, BOTH OF WHICH ARE 501(C)(3) DOMESTIC U.S. CHARITIES. THESE GRANTS, IN PART, MAY PROVIDE FOR FUNDS TO SUPPORT ACTIVITIES IN THE STATE OF ISRAEL, HOWEVER, THE RECIPIENT GRANTEES EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X 3 102055 FMV X 1 60000 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 E.D. DAVID AND ELIZABETH DAVID ARE SPOUSES. JOSHUA DAVID IS THE SON OF E.D. DAVID AND ELIZABETH DAVID. SEVERAL DIRECTORS ARE ATTORNEYS, REALTORS OR SIMILAR PROFESSIONALS THAT HAVE BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS. SEVERAL DIRECTORS ALSO HAVE SIMILAR APPOINTMENTS ON THE BOARD OF THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS MADE AVAILABLE TO DESIGNATED MEMBERS OF THE BOARD ELECTRONICALLY BY E-MAIL FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY COLLECTS NEW CONFLICT OF INTEREST STATEMENTS AND REQUESTS DISCLOSURE OF ANY CONFLICTS AND RELATIONSHIPS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC BY PROVIDING ELECTRONIC COPIES UPON WRITTEN REQUEST AT NO CHARGE OR BY PROVIDING PAPER COPIES UPON WRITTEN REQUEST SUBJECT TO A NOMINAL FEE. AUDIT COMMITTEE FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE OF THE TIDEWATER JEWISH FOUNDATION, INC. IS RESPONSIBLE UNDER ITS CORPORATE DOCUMENTS FOR THE SELECTION OF THE INDEPENDENT AUDITORS AND FOR THE OVERSIGHT OF THE ANNUAL AUDIT PROCESS THAT WILL COVER ALL OF THE ENTITIES, ACCOUNTS AND ACTIVITIES PRESENTED IN THE CONSOLIDATED ANNUAL FINANCIAL STATEMENTS, INCLUDING AMOUNTS REPORTED HEREIN. THERE HAS BEEN NO CHANGE IN THE PROCEDURE FROM THE PRIOR YEAR. FORM 990, PART V, Q 7G AND 7H QUESTIONS 7G AND 7H DO NOT APPLY TO THE ORGANIZATION BECAUSE THE ORGANIZATION DID NOT HAVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY OR CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES DURING THE YEAR. PART VIII, STATEMENT OF REVENUE LINE 7A AND 7B SHORT TERM CAPITAL GAIN FROM INVESTMENT POOL. UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA INC 401 MIDDLE GROUND BOULEVARD NEWPORT NEWS VA 23606 540480621 SUPPORT VA 501(C)(3) LINE 7 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA INC B 330280 CASH