2012-03-02T15:45:14-06:00 2011-06-30 WITT MARES PLC 150 W MAIN STREET SUITE 1150 NORFOLK VA 23510 990 2010-07-01 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 2012-03-02 1 BRIAN WINDLEY 7576274644 X 2010 2016-02-24 21:20:13Z PHILIP ROVNER 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 502793 0 X WWW.JEWISHVA.ORG X 1995 VA SUPPORT THE UJC OF THE VIRGINIA PENISULA, INC. IN ITS EFFORTS TO UNITE THE JEWISH COMMUNITY. 20 20 0 0 -14239 0 296200 281230 0 0 -54052 222295 -5953 -732 236195 502793 547798 439585 0 0 0 0 0 0 0 120056 101435 667854 541020 -431659 -38227 6613776 7089190 28002 27207 6585774 7061983 SUPPORT THE UJC OF THE VIRGINIA PENISULA, INC. IN ITS EFFORTS TO UNITE THE JEWISH COMMUNITY. 0 0 439585 439585 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 439585 1 1 0 0 1 0 0 0 0 1 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 20 20 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 JAMES SEGALL 1.00 X 0 0 0 MR LJ RICHMAN 1.00 X 0 0 0 MR ALAN GORDON 1.00 X 0 0 0 MR MARVIN POSNER 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 281230 173144 281230 26125 26125 196170 196170 196170 196170 ADMIN FEE INCOME 900099 13446 13446 MISCELLANEOUS INCOME 900099 61 61 WEST BANK LAND TRUST K 900099 -14239 -14239 -732 502793 209616 -14239 26186 439585 439585 51904 51904 33263 33263 DIRECT FUND EXPENSE 12818 12818 DISTRIBUTIONS CGA 3450 3450 541020 439585 101435 0 148402 63109 6465374 7026081 6613776 7089190 28002 27207 28002 27207 X 2103484 2223798 4482290 4838185 6585774 7061983 6613776 7089190 X -38227 514436 X X 0 1 0 X 0 X X 0 0 0 UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA INC 540480621 7 1 1 1 323724 1 323724 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 279494 256718 2707529 1 1 0 MAIN POOL PORTFOLIO 6448215 F ML CGA ACCOUNT 38813 F CSV LIFE INSURANCE POLICIES 147201 F WEST BANK LAND TRUST, LLC 391852 C 7026081 PV OF FUTURE DISTRIBUTIONS-CHAR. GIFT ANNUITIES 27207 27207 502793 541020 -38227 514435 1 514436 476209 1017228 514435 514435 502793 0 502793 541020 0 541020 0 541020 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: TJF, ITS SUPPORTING FOUNDATIONS, AND AFFILIATES, ARE QUALIFYING NONPROFT ENTITIES AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE THEREFORE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. 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, 2011. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2007. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING 1. 1 TEMPLE SINAI 11620 WARWICK BLVD NEWPORT NEWS VA 23601 131663143 501(C)(3) 5100 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) 323724 COMMUNITY PROGRAMS HILLEL AT VIRGINIA TECH PO BOX 708 BLACKSBURG VA 24063 900406012 501(C)(3) 17250 CAPITAL CAMPAIGN AND SUPPORT FOR ONGOING PROJECTS. RODEF SHOLOM TEMPLE 318 WHEALTON ROAD HAMPTON VA 23666 131659707 501(C)(3) 10962 COMMUNITY PROGRAMS JEWISH CEMETERY OF THE VIRGINIA PENINSULA 739 THIMBLE SHOALS BOULEVARD SUITE 105 NEWPORT NEWS VA 23606 541960873 501(C)(3) 22500 SUPPORT OF OPERATIONS AND UGRADE/REPAIR CEMETERY. PLANNED PARENTHOOD OF SE VIRGINIA 515 NEWTOWN ROAD VIRGINIA BEACH VA 23462 540929058 501(C)(3) 6000 SUPPORT OF OPERATIONS VIRGINIA LIVING MUSEUM 524 J CLYDE MORRIS BOULEVARD NEWPORT NEWS VA 23601 546055922 501(C)(3) 6100 JFRENCH - 01/17/12 10:21AM WORKSHEET SCHEDULE I 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 173144 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 GAINS ON INVESTMENTS: 514,435. ROUNDING 1. TOTAL TO FORM 990, PART XI, LINE 5: 514,436. AUDIT COMMITTEE FORM 990, PART XI, LINE 2B THE AUDIT FOR THE UNITED JEWISH COMMUNITY OF THE VA PENNINSULA WAS A PART OF A CONSOLIDATED AUDIT FOR THE TIDEWATER JEWISH FOUNDATION, INC. PART V, Q 1C QUESTION 1C DOES NOT APPLY TO THE ORGANIZATION BECAUSE THE ORGANIZATION DID NOT HAVE BACKUP WITHHOLDING FOR REPORTABLE PAYMENTS TO VENDORS AND REPORTABLE GAMING WINNINGS. 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA INC B 323724 TIDEWATER JEWISH FOUNDATION INC L 51904