2012-05-15T10:39:16-05:00
2011-06-30
WITT MARES PLC
150 W MAIN STREET SUITE 1150
NORFOLK
VA
23510
990
2010-07-01
541934907
TJF HOLDINGS LLC
C/O TIDEWATER JEWISH FOUNDATION INC
TJFH
7579656100
5000 CORPORATE WOODS DRIVE NO 200
VIRGINIA BEACH
VA
23462
PHILIP ROVNER
MANAGER
7579656100
2012-05-15
1
BRIAN WINDLEY
7576274644
X
2010
2016-02-24 21:20:13Z
PHILIP ROVNER
5000 CORPORATE WOODS DRIVE NO 200
VIRGINIA BEACH
VA
23462
456264
0
X
N/A
X
1999
VA
TO HOLD AND MAINTAIN NON-CASH GIFTS RECEIVED ON BEHALF OF THE TIDEWATER JEWISH FOUNDATION, INC.(TJF) UNTIL LIQUIDATION OF ASSETS IN SUPPORT OF THE GRANTS AND COMMUNITY PROGRAMS OF TJF AND ITS AFFILIATES.
30
30
0
0
0
0
0
23538
0
0
-3836
-19000
37750
2479
33914
7017
6493
0
0
0
0
0
0
0
0
89115
41897
95608
41897
-61694
-34880
2052304
2030264
191561
166848
1860743
1863416
TO HOLD AND MAINTAIN NON-CASH GIFTS RECEIVED ON BEHALF OF THE TIDEWATER JEWISH FOUNDATION, INC.(TJF) UNTIL LIQUIDATION OF ASSETS IN SUPPORT OF THE GRANTS AND COMMUNITY PROGRAMS OF TJF AND ITS AFFILIATES.
0
0
GRANTS PAID TO SUPPORT THE CHARITABLE PURPOSE OF THE TIDEWATER JEWISH FOUNDATION, INC.
1
0
0
0
0
0
0
0
0
1
0
0
1
1
1
0
1
0
0
0
0
0
0
0
0
0
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
1
0
0
0
0
1
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
X
30
30
1
0
0
0
1
0
0
1
1
0
0
1
1
1
1
1
1
1
0
0
X
PHILIP ROVNER
7579656100
5000 CORPORATE WOODS DRIVE SUITE
VIRGINIA BEACH
VA
23462
ABBEY HORWITZ
DIRECTOR
0.50
X
0
0
0
ALLAN DONN
GIFT ACCEPTANCE CHAIR
0.50
X
0
0
0
ANDREW FINK
DIRECTOR
0.50
X
0
0
0
ANNABEL SACKS
LIFE TRUSTEE
0.50
X
0
0
0
HAROLD SACKS
EXEC DIR. EMERITUS
0.50
X
0
0
0
JASON HOFFMAN
INVESTMENT CHAIR
2.00
X
0
0
0
JERROLD MILLER
DIRECTOR
2.00
X
0
0
0
JOEL JASON
DIRECTOR
0.50
X
0
0
0
KURT ROSENBACH
LIFE TRUSTEE
0.50
X
0
0
0
LAWRENCE FLEDER
DIRECTOR
0.50
X
0
0
0
LAWRENCE STEINGOLD
AUDIT CHAIR
0.50
X
0
0
0
LEON SARFAN
DIRECTOR
0.50
X
0
0
0
MIMI KARESH
GRANTS CHAIR
2.00
X
0
0
0
NATHAN JAFFE
DIRECTOR
0.50
X
0
0
0
NEAL ROSENBAUM
DIRECTOR
0.50
X
0
0
0
PHYLLIS LANNIK
DIRECTOR
0.50
X
0
0
0
ROBERT COPELAND
LIFE TRUSTEE
0.50
X
0
0
0
ROBERT RUBIN
LIFE TRUSTEE
0.50
X
0
0
0
STANWOOD DICKMAN
TREASURER
2.00
X
X
0
0
0
MICHAEL BLACHMAN
CHAIRMAN
2.00
X
X
0
0
0
MORTON GOLDMEIER
LIFE TRUSTEE
0.50
X
0
0
0
RALPH GOLDSTEIN
DIRECTOR
0.50
X
0
0
0
JODY WAGNER
SECRETARY
2.00
X
X
0
0
0
MICHAEL BARNEY
DIRECTOR
0.50
X
0
0
0
ANDREW KLINE
DIRECTOR
0.50
X
0
0
0
RON KRAMER
DIRECTOR/CHAIR-ELECT
2.00
X
0
0
0
KEVIN LEFCOE
DIRECTOR
0.50
X
0
0
0
PAUL PECK
DIRECTOR
0.50
X
0
0
0
STEWART KAHN
DIRECTOR
0.50
X
0
0
0
DR EDWARD KAROTKIN
DIRECTOR
0.50
X
0
0
0
PHILIP ROVNER
TJF CEO
5.00
X
0
250726
11718
JAMES PARRISH
CFO
5.00
X
0
90544
6178
0
341270
17896
0
0
1
0
0
23538
23538
10553
10553
163423
160944
2479
2479
2479
258750
288303
-29553
-29553
-29553
7017
0
0
-16521
20560
20560
5184
5184
DISTRIBUTIONS FROM CGA'
15134
15134
INVESTMENT EXPENSES K-1
835
835
DIRECT FUND EXPENSES
184
184
41897
0
41897
0
23515
1305
1626000
1909800
1626000
142504
379444
2052304
2030264
1724
5511
189837
161337
191561
166848
X
1860743
1863416
1860743
1863416
2052304
2030264
X
-34880
37553
X
X
0
1
1
X
0
X
X
0
0
0
TIDEWATER JEWISH FOUNDATION
541653165
7
1
1
1
0
1
0
429980
429980
1196020
1196020
1626000
WILSON MORTGAGE-WINDBROOK 784
140273
COTTINGHAM MORTGAGE-WINDBROOK
119502
MORTGAGE-WINDBROOK II
119669
379444
PV OF FUTURE DISTRIBUTIONS-CHAR. GIFT ANNUITIES
161337
161337
7017
41897
-34880
2
37551
37553
2673
142466
2
177648
177650
-35184
42201
42201
7017
169793
128731
128731
41062
835
835
41897
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
PART X:
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. 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 2007.
PART XI, LINE 8 - OTHER ADJUSTMENTS:
CURRENT YEAR DEPRECIATION 48,917. ADJUSTMENT TO REALIZED GAINS -11,366.
PART XII, LINE 2D - OTHER ADJUSTMENTS:
RENTAL EXPENSES 112,027. SETTLEMENT COSTS 16,704. RENTAL DEPRECIATION EXPENSE 48,917.
PART XII, LINE 4B - OTHER ADJUSTMENTS:
GAINS REALIZED 42,201.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:
RENTAL EXPENSES 112,027. SETTLEMENT COSTS 16,704.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:
LOSS FROM K-1 835.
1
X
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
X
X
X
X
0
0
0
0
0
0
0
0
0
PHILIP ROVNER
0
250726
0
0
0
0
0
7618
0
4100
0
262444
0
0
FORM 990, PART VI, SECTION A, LINE 2
ANNABEL SACKS, A "LIFE TRUSTEE" BY VIRTUE OF HER DESIGNATION AS A MEMBER OF TJF'S EXECUTIVE COMMITTEE, IS AFFORDED A VOTE ACCORDING TO THE BYLAWS AND IS MARRIED TO HAROLD SACKS, ALSO AFFORDED A VOTE ACCORDING TO THE BYLAWS BY VIRTUE OF HIS DESIGNATION AS "EXECUTIVE DIRECTOR EMERITUS."
FORM 990, PART VI, SECTION A, LINE 6
TIDEWATER JEWISH FOUNDATION, INC. IS THE SOLE MEMBER OF TJF HOLDINGS, LLC.
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 B, LINE 15A
THE RELATED ORGANIZATION USES COMPARABILITY DATA TO EVALUATE OFFICER COMPENSATION.
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: 2. CURRENT YEAR DEPRECIATION 48,917. ADJUSTMENT TO REALIZED GAINS -11,366. TOTAL TO FORM 990, PART XI, LINE 5: 37,553.
FORM 990, PART XI, LINE 2B
THE AUDIT FOR TJF HOLDINGS, LLC WAS A PART OF A CONSOLIDATED AUDIT FOR THE TIDEWATER JEWISH FOUNDATION, INC.
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.
FORM 99, 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, SCH R
AMONG THE CURRENT DIRECTORS AND OFFICERS, THE FOLLOWING RELATIONSHIPS WITH RELATED ORGANIZATIONS EXIST: -ROBERT COPELAND, LIFE TRUSTEE/EXECUTIVE COMMITTEE MEMBER, IS FATHER OF FOUR CURRENT DIRECTORS OF THE COPELAND FAMILY FOUNDATION, A SUPPORTING ORGANIZATION -SUSAN ALPER, DIRECTOR AND SECRETARY, IS AN INDEPENDENT DIRECTOR OF THE SIMON FAMILY FOUNDATION, A SUPPORTING ORGANIZATION -PHILIP ROVNER, WHO, AS CEO OF TJF, SERVES AS APPOINTED REPRESENTATIVE OF TJF FOR THE FOLLOWING SUPPORTING ORGANIZATIONS (AND MAY HAVE MULTIPLE VOTES AS PROVIDED IN THOSE ORGANIZATIONS BYLAWS): -DIRECTOR AND SECRETARY, JEWISH FAMILY SERVICE FOUNDATION, INC. -DIRECTOR, CONGREGATION BETH EL FOUNDATION -DIRECTOR AND SECRETARY, JEWISH COMMUNITY CENTER OF SOUTH HAMPTON ROADS FOUNDATION, INC. -DIRECTOR, HEBREW ACADEMY OF TIDEWATER FOUNDATION, INC. -DIRECTOR AND SECRETARY, TAVIA & FREDA GORDON FAMILY FOUNDATION, INC. -DIRECTOR AND SECRETARY/TREASURER, SIMON FAMILY FOUNDATION, INC. -DIRECTOR AND SECRETARY, COPELAND FAMILY FOUNDATION, INC. -DIRECTOR AND SECRETARY, MARIE A. MANSBACH MEMORIAL STUDENT MOTIVATION PROGRAM -DIRECTOR, BANGEL-LEGUM FOUNDATION, INC. -DIRECTOR AND SECRETARY/TREASURER, TEMPLE ISRAEL FOUNDATION, INC. -DIRECTOR, HERBERT AND CAROLYN BANGEL FAMILY FOUNDATION -DIRECTOR AND SECRETARY, HELEN G. AND WARREN L. ALECK FOUNDATION
TIDEWATER JEWISH FOUNDATION INC
5000 CORPORATE WOODS DRIVE SUITE 20
VIRGINIA BEACH
VA
23462
541653165
VA
501(C)(3)
7
0
0
0
0
0
0
0
0
0
0
0
1
0
0
0
0
0
0
0