2011-05-13T15:38:09-05:00 2010-06-30 WITT MARES PLC 150 W MAIN STREET SUITE 1150 NORFOLK VA 23510 990 2009-07-01 541934907 TJF Holdings LLC co Tidewater Jewish Foundation Inc TJFH 7579656100 5000 Corporate Woods Drive No 200 Virginia Beach VA 23462 Philip Rovner 7579656100 2011-05-13 1 Brian Windley 7576274644 X 2009 2016-02-24 21:20:13Z Philip Rovner 5000 Corporate Woods Drive No 200 Virginia Beach VA 23462 288620 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. 27 27 0 27 0 0 15000 0 0 -3836 96633 37750 111633 33914 138722 6493 0 0 0 0 108287 89115 247009 95608 -135376 -61694 2074055 2052304 189266 191561 1884789 1860743 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 6493 6493 Grants paid to support the charitable purpose of the Tidewater Jewish FOundation, Inc. 6493 1 0 0 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 27 27 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Philip Rovner 7579656100 5000 CORPORATE WOODS DRIVE SUITE Virginia Beach VA 23462 X Abbey Horwitz 0.50 X 0 0 0 Allan Donn 0.50 X 0 0 0 Andrew Fink 0.50 X 0 0 0 Annabel Sacks 0.50 X 0 0 0 Buddy David 0.50 X 0 0 0 Chuck Rosenblatt 0.50 X 0 0 0 Edward Karotkin 0.50 X 0 0 0 Ettalea Kanter 0.50 X 0 0 0 Gene Ross 0.50 X 0 0 0 Harold Sacks 0.50 X 0 0 0 Jason Hoffman 2.00 X 0 0 0 Jerrold Miller 2.00 X 0 0 0 Joel Jason 0.50 X 0 0 0 Kurt Rosenbach 0.50 X 0 0 0 Lawrence Fleder 0.50 X 0 0 0 Lawrence Steingold 0.50 X 0 0 0 Leon Sarfan 0.50 X 0 0 0 Mimi Karesh 2.00 X 0 0 0 Nathan Jaffe 0.50 X 0 0 0 Neal Rosenbaum 0.50 X 0 0 0 Philip Rovner 5.00 X X 0 230222 11378 Phyllis Lannik 0.50 X 0 0 0 Rabbi Michael Panitz 0.50 X 0 0 0 Robert Copeland 0.50 X 0 0 0 Robert Rubin 0.50 X 0 0 0 Stanwood Dickman 2.00 X X 0 0 0 Susan Alper 2.00 X X 0 0 0 Michael Blachman 2.00 X 0 0 0 James Parrish 5.00 X 0 63024 2331 John Gobble 5.00 X 0 12610 334 0 293246 13709 0 0 1 0 0 4774 4774 132424 94674 37750 37750 37750 151422 160032 -8610 -8610 -8610 33914 0 0 33914 6493 6493 20652 20652 47621 47621 DISTRIBUTIONS CGA BENEF 15134 15134 Direct Fund Expenses 5529 5529 CONTRIBUTIONS CGA BENEF 179 179 95608 6493 89115 0 1909800 2069901 1909800 4154 0 142504 2074055 2052304 1724 189266 189837 189266 191561 X 1884789 1860743 1884789 1860743 2074055 2052304 X 0 1 1 X 0 X X 0 0 0 Tidewater Jewish Foundation Inc 541653165 11a 1 1 1 6493 1 6493 47000 496284 543284 1366516 1366516 1909800 Wilson Mortgage-Windbrook 784 142504 142504 PV of Future Distributions-Char. Gift Annuities 166163 Fees Payable to Tidewater Jewish Foundation 23674 189837 33914 95608 -61694 -9975 47623 37648 -24046 128647 -9975 104708 94733 33914 0 33914 152694 104707 104707 47987 47621 47621 95608 Part X: Description of Uncertain Tax Positions Under FIN 48: 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, 2010. With few exceptions, the Foundation is no longer subject to income tax examinations by federal, state or local authorities for years before 2006. Part XI, Line 8 - Other Adjustments: Market Value Adjustment: 2. Depreciation: 47621. Part XII, Line 2d - Other Adjustments: Market Value Adjustment: 1. Rental Expenses: 94675. Settlment Costs: 10032. Part XIII, Line 2d - Other Adjustments: Rental Expenses: 94675. Settlement Costs: 10032. Part XIII, Line 4b - Other Adjustments: Depreciation: 47621. 1 Tidewater Jewish Foundation Inc 5000 Corporate Woods Drive Suite 200 Virginia Beach VA 23464 541653165 501(c)(3) 6493 Support 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 230222 0 0 0 0 0 7388 0 3990 0 241600 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 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. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0