2013-02-15T10:05:31-06:00 2012-06-30 540737372 PBMARES LLP 150 BOUSH STREET SUITE 400 NORFOLK VA 23510 990 2011-07-01 541900143 UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA ENDOWMENT INC UNIT 7576711600 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 PHILIP ROVNER 7576711600 2013-02-13 1 BRIAN WINDLEY P00537045 7576274644 2013-02-13 X 2011 2016-03-07 17:11:31Z PHILIP ROVNER 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 622899 0 X WWW.JEWISHVA.ORG X 1995 VA SUPPORT THE UJC OF THE VIRGINIA PENISULA, INC. IN ITS EFFORTS TO UNITE THE JEWISH COMMUNITY. 17 17 0 0 -14065 0 281230 329083 0 0 222295 295251 -732 -1435 502793 622899 439585 459166 0 0 0 0 0 0 0 101435 110843 541020 570009 -38227 52890 7089190 6829540 27207 26418 7061983 6803122 SUPPORT THE UJC OF THE VIRGINIA PENISULA, INC. IN ITS EFFORTS TO UNITE THE JEWISH COMMUNITY. 0 0 459166 459166 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 459166 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 MRS ELIZABETH DAVID 1.00 X X 0 0 0 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 MR WALTER SEGALOFF 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 0 0 0 0 0 0 0 0 329083 152438 329083 28875 28875 266376 0 266376 266376 266376 ADMIN FEE INCOME 900099 12630 12630 WEST BANK LAND TRUST K 900099 -14065 -14065 -1435 622899 12630 -14065 295251 459166 459166 62713 62713 35194 35194 DIRECT FUND EXPENSE 9486 9486 DISTRIBUTIONS CGA 3450 3450 570009 459166 110843 0 63109 85928 7026081 6743612 7089190 6829540 27207 26418 27207 26418 X 2223798 2092569 4838185 4710553 7061983 6803122 7089190 6829540 X 52890 -311751 X X 0 1 1 X 0 X X 0 0 0 UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA INC 540480621 7 1 1 1 333274 1 333274 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23 327189 288972 2676037 1 1 0 MAIN POOL PORTFOLIO 6171056 F ML CGA ACCOUNT 34087 F CSV LIFE INSURANCE POLICIES 160260 F WEST BANK LAND TRUST, LLC 378209 C 6743612 PV OF FUTURE DISTIRBUTIONS-CHAR. GIFT ANNUITIES 26418 26418 622899 570009 52890 -311751 -311751 -258861 311148 -311751 -311751 622899 0 622899 570009 0 570009 0 570009 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012. 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 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING 1 TEMPLE SINAI 11620 WARWICK BLVD NEWPORT NEWS VA 23601 131663143 501(C)(3) 24200 COMMUNITY PROGRAMS VIRGINIA SYMPHONY 861 GLENROCK ROAD SUITE 200 NORFOLK VA 23502 546000598 501(C)(3) 6250 COMMUNITY PROGRAMS UNITED JEWISH COMMUNITY OF THE VA PENINUSLA 2700 SPRING ROAD NEWPORT NEWS VA 23606 540480621 501(C)(3) 333274 COMMUNITY PROGRAMS HILLEL AT VIRGINIA TECH PO BOX 708 BLACKSBURG VA 24063 900406012 501(C)(3) 11250 CAPITAL CAMPAIGN AND SUPPORT FOR ONGOING PROJECTS. RODEF SHOLOM TEMPLE 318 WHEALTON ROAD HAMPTON VA 23666 131659707 501(C)(3) 21803 COMMUNITY PROGRAMS JEWISH CEMETERY OF THE VIRGINIA PENINSULA 739 THIMBLE SHOALS BOULEVARD SUITE 105 NEWPORT NEWS VA 23606 541960873 501(C)(3) 18000 SUPPORT OF OPERATIONS AND UGRADE/REPAIR CEMETERY. PLANNED PARENTHOOD OF SE VIRGINIA 515 NEWTOWN ROAD VIRGINIA BEACH VA 23462 540929058 501(C)(3) 6500 SUPPORT OF OPERATIONS 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. X 4 152438 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -311,751. ROUNDING TOTAL TO FORM 990, PART XI, LINE 5: -311,751. 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 2700 SPRING ROAD NEWPORT NEWS VA 23606 540480621 SUPPORT VA 501(C)(3) 7 0 TIDEWATER JEWISH FOUNDATION 5000 CORPORATE WOODS DRVIE SUITE 20 VIRGINIA BEACH VA 23462 541653165 SUPPORT VA 501(C)(3) 7 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA INC B 333274 TIDEWATER JEWISH FOUNDATION INC L 62713