TIDEWATER JEWISH FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TIDEWATER JEWISH FOUNDATION INC (EIN 54-1653165)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201131339349303323
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T15:40:33-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITT MARES PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W MAIN STREET SUITE 1150 | AddressLine1 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 23510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541653165 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tidewater Jewish Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TIDE | NameControl |
| Phone | 7579656111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 Corporate Woods Drive No 200 | AddressLine1 |
| City | Virginia Beach | City |
| State | VA | State |
| ZIP Code | 23462 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP S ROVNER | Name |
| Title | President/CEO | Title |
| Phone | 7579656111 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian Windley | Name |
| Phone | 7576274644 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PHILIP S ROVNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 Corporate Woods Drive No 200 | AddressLine1 |
| City | Virginia Beach | City |
| State | VA | State |
| ZIP Code | 23462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3783383 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.JEWISHVA.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 27 | TotalNbrVolunteers |
| Total Gross UBI | -12151 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2322914 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2832243 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 717937 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 671497 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -7787504 | InvestmentIncomePriorYear |
| Investment Income Current Year | 157877 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17230 | OtherRevenuePriorYear |
| Other Revenue Current Year | -302 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -4729423 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3661315 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3581153 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3298476 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 539258 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 569374 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 349344 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 856245 | OtherExpensePriorYear |
| Other Expenses Current Year | 758929 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4976656 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4626779 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9706079 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -965464 | RevenuesLessExpensesCY |
| Total Assets BOY | 25455940 | TotalAssetsBOY |
| Total Assets EOY | 25987725 | TotalAssetsEOY |
| Total Liabilities BOY | 2183790 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1966883 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23272150 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24020842 | NetAssetsOrFundBalancesEOY |
| Mission Description | Grants and community programs on behalf of the Jewish Community and the foundation's agency funds. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3586178 | Expense |
| Grants | 3298475 | Grants |
| Revenue | 687677 | Revenue |
| Description | GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS | Description |
| Total Program Service Expense | 3586178 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip Rovner | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7579656111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 Corporate Woods Drive No 200 | AddressLine1 |
| City | Virginia Beach | City |
| State | VA | State |
| ZIP Code | 23462 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| Abbey Horwitz | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Allan Donn | |||||||
| Director/Gift Acceptance C | 0.50 | X | 0 | 0 | 0 | ||
| Andrew Fink | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Annabel Sacks | |||||||
| Life Trustee/Exec. Comm. C | 0.50 | X | 0 | 0 | 0 | ||
| Buddy David | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Chuck Rosenblatt | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Edward Karotkin | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Ettalea Kanter | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Gene Ross | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Harold Sacks | |||||||
| Exec Dir. Emeritus | 0.50 | X | 0 | 0 | 0 | ||
| Jason Hoffman | |||||||
| Director/Investment Comm. | 2.00 | X | 0 | 0 | 0 | ||
| Jerrold Miller | |||||||
| Director/Audit Comm. Chair | 2.00 | X | 0 | 0 | 0 | ||
| Joel Jason | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Kurt Rosenbach | |||||||
| Life Trustee/Exec. Comm. C | 0.50 | X | 0 | 0 | 0 | ||
| Lawrence Fleder | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Lawrence Steingold | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Leon Sarfan | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Mimi Karesh | |||||||
| Director/Grants Comm. Chai | 2.00 | X | 0 | 0 | 0 | ||
| Nathan Jaffe | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Neal Rosenbaum | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Philip Rovner | |||||||
| Manager / TJF CEO | 40.00 | X | 230222 | 0 | 11378 | X | |
| Phyllis Lannik | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Rabbi Michael Panitz | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Robert Copeland | |||||||
| Life Trustee/Exec. Comm. C | 0.50 | X | 0 | 0 | 0 | ||
| Robert Rubin | |||||||
| Life Trustee/Exec. Comm. C | 0.50 | X | 0 | 0 | 0 | ||
| Stanwood Dickman | |||||||
| Treasurer/Director | 2.00 | X | 0 | 0 | 0 | X | |
| Susan Alper | |||||||
| Director/Secretary | 2.00 | X | 0 | 0 | 0 | X | |
| Michael Blachman | |||||||
| Director and Chairman | 2.00 | X | 0 | 0 | 0 | ||
| James Parrish | |||||||
| TJF CFO (from 4/09) | 40.00 | 63024 | 0 | 2331 | X | ||
| John Gobble | |||||||
| TJF CFO (thru 01/09) | 5.00 | 12610 | 0 | 334 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 293246 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13709 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2832243 | AllOtherContributions |
| Noncash Contributions | 337030 | NoncashContributions |
| Total Contributions | 2832243 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | administration of asse | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 671497 | TotalRevenueColumn |
| Related Or Exempt Function Income | 671497 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 671497 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 277375 | TotalRevenueColumn |
| Unrelated Business Revenue | 3278 | UnrelatedBusinessRevenue |
| Exclusion | $274,097 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1053 | Securities |
| Other | 1517 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 122068 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -121015 | Securities |
| Other | 1517 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -119498 | TotalRevenueColumn |
| Unrelated Business Revenue | 1053 | UnrelatedBusinessRevenue |
| Exclusion | -$120,551 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Other income | 900099 | 16180 | 16180 | |
| K-1 Loss | 900099 | -16482 | -16482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -302 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3661315 | TotalRevenueColumn |
| Related Or Exempt Function Income | 687677 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -12151 | UnrelatedBusinessRevenue |
| Exclusion | $153,546 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3290951 | Total |
| Program Services | 3290951 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7525 | Total |
| Program Services | 7525 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360490 | Total |
| Management And General | 180245 | ManagementAndGeneral |
| Fundraising | 180245 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161832 | Total |
| Management And General | 80916 | ManagementAndGeneral |
| Fundraising | 80916 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12447 | Total |
| Management And General | 6224 | ManagementAndGeneral |
| Fundraising | 6223 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5594 | Total |
| Management And General | 2797 | ManagementAndGeneral |
| Fundraising | 2797 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29011 | Total |
| Management And General | 14505 | ManagementAndGeneral |
| Fundraising | 14506 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215326 | Total |
| Management And General | 215326 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 830 | Total |
| Management And General | 415 | ManagementAndGeneral |
| Fundraising | 415 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35313 | Total |
| Management And General | 35313 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98065 | Total |
| Management And General | 98065 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413 | Total |
| Management And General | 207 | ManagementAndGeneral |
| Fundraising | 206 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3765 | Total |
| Fundraising | 3765 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9346 | Total |
| Management And General | 6114 | ManagementAndGeneral |
| Fundraising | 3232 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24440 | Total |
| Management And General | 12220 | ManagementAndGeneral |
| Fundraising | 12220 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 883 | Total |
| Management And General | 441 | ManagementAndGeneral |
| Fundraising | 442 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8150 | Total |
| Management And General | 4075 | ManagementAndGeneral |
| Fundraising | 4075 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DISTRIBUTIONS CRT BENEF | 226321 | 226321 | ||
| Direct Fund Expenses | 56612 | 56612 | ||
| COMPUTER EXPENSE | 18910 | 7055 | 11855 | |
| Administrative Support | 15204 | 7602 | 7602 | |
| Annual Report | 13624 | 13624 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31727 | Total |
| Program Services | 4769 | ProgramServices |
| Management And General | 19737 | ManagementAndGeneral |
| Fundraising | 7221 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4626779 | Total |
| Program Services | 3586178 | ProgramServices |
| Management And General | 691257 | ManagementAndGeneral |
| Fundraising | 349344 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1240070 | BOY |
| EOY | 353908 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1278676 | BOY |
| EOY | 100788 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 835318 | BOY |
| EOY | 834995 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4945 | BOY |
| EOY | 6876 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1290570 | BOY |
| EOY | 1246207 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20402 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20402 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20806361 | BOY |
| EOY | 23441142 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25455940 | BOY |
| EOY | 25987725 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39716 | BOY |
| EOY | 29492 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29290 | BOY |
| EOY | 30000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2114784 | BOY |
| EOY | 1907391 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2183790 | BOY |
| EOY | 1966883 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1226711 | BOY |
| EOY | 1391429 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21045439 | BOY |
| EOY | 21629413 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000000 | BOY |
| EOY | 1000000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23272150 | BOY |
| EOY | 24020842 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25455940 | BOY |
| EOY | 25987725 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3800938 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4523424 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6871459 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2322914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2832243 | CurrentTaxYear |
| Total | 20350978 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3800938 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4523424 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6871459 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2322914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2832243 | CurrentTaxYear |
| Total | 20350978 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3651645 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16699333 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 903844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2028982 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2267660 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 578818 | CurrentTaxYearMinus1Year |
| Current Tax Year | 277375 | CurrentTaxYear |
| Total | 6056679 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 886436 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 802907 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 900309 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 735167 | CurrentTaxYearMinus1Year |
| Current Tax Year | 687677 | CurrentTaxYear |
| Total | 4012496 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 30420153 | TotalSupport |
| Public Support Pertcentage170 | 0.54900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.56430 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 99 | NumberDAFsHeld |
| Donor Advised Contributions | 2514602 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 2678404 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 10574990 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 740634 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 78428 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 50400 | GrantsOrScholarships |
| Administrative Expenses | 12220 | AdministrativeExpenses |
| End Of Year Balance | 756442 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1110229 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -322877 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 33600 | GrantsOrScholarships |
| Administrative Expenses | 13118 | AdministrativeExpenses |
| End Of Year Balance | 740634 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20402 | OtherCostOrOtherBasis |
| Depreciation | 20402 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| SPLIT INTEREST AGREEMENTS - UNRESTRICTED | 5487160 | F |
| CASH & SECURITIES - UNRESTRICTED | 17953982 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 23441142 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SPLIT INTEREST AGREEMENT PAYABLE | $1,900,627 |
| Accrued Interest | $6,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1907391 | TotalOfAmounts |
| Total Revenue | 3661315 | TotalRevenue |
| Total Expenses | 4626779 | TotalExpenses |
| Excess Or Deficit For Year | -965464 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1702008 | NetUnrealizedGLOnInvestments |
| Other | $12,148 | OtherAmount |
| Total Adjustments | 1714156 | TotalAdjustments |
| Excess Or Deficit Per FS | 748692 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5375474 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1702008 | NetUnrealizedGainsInvestments |
| Other Revenues | 12151 | OtherRevenues |
| Revenue Not Rptd F990 | 1714159 | RevenueNotRptdF990 |
| Revenue Subtotal | 3661315 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3661315 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4626779 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4626779 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4626779 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | Endowment Fund Corpus permanently restricted with earnings designated to fund grants to local agencies. |
| 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: | Rounding: -3. K-1 Loss: 12151. | |
| Part XII, Line 2d - Other Adjustments: | K-1 Loss: 12151. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (50 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Access Aids Care | ||||||||
| 248 West 24th Street | Norfolk | VA | 23517 | 541545157 | 501(C)3 | 5000 | In Memory of John Jacobson | |
| ACCESS College Foundation | ||||||||
| 7300 Newport Avenue Suite 500 | Norfolk | VA | 23501 | 541440734 | 501(C)3 | 10000 | In Support of scholarships for | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | 131656634 | 501(C)3 | 301200 | On Going Operations | |
| Anti-Defamation League of B'Nai B'rith | ||||||||
| 605 Third Avenue | New York | NY | 10158 | 131818723 | 501(C)3 | 6500 | Donation | |
| B'nai Israel Congregation | ||||||||
| 420 Spotswood Avenue | Norfolk | VA | 23507 | 540676434 | 501(C)3 | 8291 | FYE 2009 Annual Distribution | |
| B'nos Yisrael Norfolk Academy Inc | ||||||||
| 420 Spotswood Avenue | Norfolk | VA | 23517 | 562620428 | 501(C)3 | 6000 | 12th Grade Addition | |
| Beth Sholom Home of Eastern Virginia | ||||||||
| 6401 Auburn Drive | Virginia Beach | VA | 23464 | 541808116 | 501(C)3 | 75133 | The Health ad Wellness Center | |
| Chabad of Charlottesville and the University of Virginia | ||||||||
| 2014 Lewis Mountain Road | Charlottesville | VA | 22903 | 383661207 | 501(C)3 | 17500 | Annual Contribution | |
| Children's Hospital Of The Kings Daughters | ||||||||
| 601 Childrens Lane | Norfolk | VA | 23501 | 540506321 | 501(C)3 | 9850 | Donation | |
| Congregation Beth Chaverim | ||||||||
| 3820 Stoneshore Road | Virginia Beach | VA | 23452 | 541221155 | 501(C)3 | 19951 | Support of OPS | |
| Congregation Beth El | ||||||||
| 422 Shirley Avenue | Norfolk | VA | 23517 | 540647479 | 501(C)3 | 34102 | Insurance premium | |
| District of Columbia Jewish Community Center | ||||||||
| 1529 16th Street North West | Washington | DC | 20036 | 521398151 | 501(C)3 | 5000 | Contribution | |
| Doctors Without Borders USA | ||||||||
| 333 Seventh Avenue | New York | NY | 10001 | 133433452 | 501(C)3 | 10000 | Contribution | |
| Foodbank of Southeastern Virginia | ||||||||
| Post Office Box 1940 | Norfolk | VA | 23501 | 521219783 | 501(C)3 | 24550 | Support of OPS | |
| Friends of Chevra Thelim Inc aka Jewish Museum and Cultural Ctr | ||||||||
| 220 Washington Street | Portsmouth | VA | 23704 | 542043763 | 501(C)3 | 5895 | Donation | |
| Gomley Chesed Synagogue | ||||||||
| 3110 Sterling Point Drive | Portsmouth | VA | 23703 | 540562301 | 501(C)3 | 16460 | Sept 2009 Quarterly | |
| Hebrew Academy of Tidewater | ||||||||
| 5000 Corporate Woods Drive Suite | Virginia BEach | VA | 23462 | 540629620 | 501(C)3 | 34091 | Annual Gift | 180 |
| Hillel at Virginia Tech | ||||||||
| PO Box 708 | Blacksburg | VA | 24063 | 900406012 | 501(C)3 | 21718 | Capital Campaign 2 of 10 yrs | |
| Jewish Community Center of South Hampton Roads Inc | ||||||||
| 5000 Corporate Woods Drive Suite | Virginia Beach | VA | 23462 | 540616479 | 501(C)3 | 80498 | Camp Bus | 100 |
| Jewish Family Service of Tidewater | ||||||||
| 260 Grayson Road | Virginia Beach | VA | 23462 | 540854002 | 501(C)3 | 39859 | Annual Campaign | |
| Jewish Fed of South Palm Beach | ||||||||
| 9901 Donna Kline Boulevard | Boca Raton | FL | 33428 | 591945109 | 501(C)3 | 10000 | Contribution | |
| Jewish Federation of Palm Beach County Inc | ||||||||
| 4601 Community Drive | West Palm Beach | FL | 33417 | 590948696 | 501(C)3 | 11000 | Donation - Campaign 2010 | |
| Medstar-Georgetown Medical Center Inc | ||||||||
| 4969 Mercantile Road | Nottingham | MD | 21236 | 522218584 | 501(C)3 | 10000 | James M. Kline Palliative Care | |
| MorseLife Foundation Inc | ||||||||
| 4847 Fred Gladstone Drive | West Palm Beach | FL | 33417 | 592774476 | 501(C)3 | 7500 | Contribution | |
| Norfolk Academy | ||||||||
| 1585 Wesleyan Drive | Norfolk | VA | 23502 | 540551901 | 501(C)3 | 6750 | Attn: Chris Dotolo - Area of | |
| ODU Educational Foundation | ||||||||
| 4417 Monarch Way | Norfolk | VA | 25329 | 546052014 | 501(C)3 | 103980 | Restricted to ODU scholarship | |
| Ohef Sholom Temple | ||||||||
| 530 Raleigh Avenue | Norfolk | VA | 23507 | 546002056 | 501(C)3 | 55237 | Director of Congregational | |
| Planned Parenthood of SE Virginia | ||||||||
| 515 Newtown Road | Virginia Beach | VA | 23462 | 540929058 | 501(C)3 | 26500 | Annual Donation | |
| Society of the Four Arts | ||||||||
| 2 Four Arts Plaza | Palm Beach | FL | 33480 | 590454318 | 501(C)3 | 10000 | Benefactor's Council Donation | |
| Talmudical Academy of Norfolk | ||||||||
| 612 Colonial Avenue | Norfolk | VA | 23507 | 421594790 | 501(C)3 | 5000 | School Improvemnt Plan for | |
| Temple Emanuel | ||||||||
| 424 25th Street | Virginia Beach | VA | 23451 | 541062067 | 501(C)3 | 75106 | Donation | |
| The Chrysler Museum Inc | ||||||||
| 245 West Olney Road | Norfolk | VA | 23510 | 510243196 | 501(C)3 | 19228 | Donation | |
| The Shakespeare Theatre Company | ||||||||
| 516 8th Street SE | Washington | DC | 20003 | 521405988 | 501(C)3 | 10000 | Million Dollar Match | |
| The Wilmer Eye Institute at Johns Hopkins University | ||||||||
| 600 N Wolfe Street | Baltimore | MD | 21287 | 520595110 | 501(C)3 | 35000 | Dr. Walter Stark Gift Fund | |
| UJFT Community Campus LLC | ||||||||
| 5000 Corporate Woods Drive Suite | Virginia Beach | VA | 23462 | 043677481 | 501(C)3 | 25000 | Annual Contribution (50103) | 200 |
| United Jewish Federation of Tidewater | ||||||||
| 5000 Corporate Woods Drive Suite | Virginia Beach | VA | 23462 | 540535603 | 501(C)3 | 848577 | Chai Baby Gift | 200 |
| United States Holocaust Memorial Council | ||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | 521309391 | 501(C)3 | 5700 | Contribution | |
| United Way of S Hampton Roads | ||||||||
| 2515 Walmer Avenue | Norfolk | VA | 23541 | 540506322 | 501(C)3 | 33750 | Support of OPS | |
| University of Virginia Hillel Foundation | ||||||||
| 1824 University Circle | Charlottesville | VA | 22903 | 546061871 | 501(C)3 | 5680 | Annual Contribution | |
| University of Virginia Law School Foundation | ||||||||
| 580 Massie Road | Charlottesville | VA | 22903 | 540838566 | 501(C)3 | 25715 | Leon Professorship | |
| UVA Hillel | ||||||||
| 1824 University Circle | Charlottesville | VA | 22903 | 546061871 | 501(C)3 | 5000 | Alternative Break Miami | |
| Virginia Arts Festival | ||||||||
| 440 Bank Street | Norfolk | VA | 23510 | 541786140 | 501(C)3 | 20400 | Annual Fund (No Benefits) | |
| Virginia Beach Performing Arts Center Foundation Inc | ||||||||
| PO Box 66129 | Virginia Beach | VA | 23466 | 202409231 | 501(C)3 | 1001210 | Donation | |
| Virginia Stage Company | ||||||||
| PO Box 3770 | Norfolk | VA | 23514 | 540839234 | 501(C)3 | 20500 | Contribution | |
| Virginia Symphony | ||||||||
| 861 Glenrock Road Suite 200 | Norfolk | VA | 23502 | 546000598 | 501(C)3 | 8750 | Donation | |
| Virginia Wesleyan | ||||||||
| 1584 Weslyan Drive | Norfolk | VA | 23502 | 546039600 | 501(C)3 | 11000 | Ctr for Study Religious | |
| Virginia Zoological Society | ||||||||
| 3500 Granby Street | Norfolk | VA | 23504 | 510253147 | 501(C)3 | 11100 | Donation | |
| WHRO | ||||||||
| 5200 Hampton Boulevard | Norfolk | VA | 23508 | 311481035 | 501(C)3 | 6100 | Support of OPS | |
| Woodrow Wilson International Center for Scholars | ||||||||
| 1300 Pennsylvania Ave NW | Washington | DC | 20004 | 521067541 | 501(C)3 | 6000 | Membership Contribution - No | |
| Young Audiences of Virginia | ||||||||
| 420 North Center Drive | Norfolk | VA | 23502 | 546063377 | 501(C)3 | 5600 | Contribution | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 51 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarship | TypeOfGrant |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 7525 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip Rovner | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 230222 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7388 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 3990 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 241600 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 337030 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Only utilize one of our investment managers/cusodians to receive and sell gifts of publicly-traded securities. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 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 15 | The 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. | |
| Form 990, Part XI, Line 2b | The audit for the Tidewater Jewish Foundation, Inc was a part of a consolidated audit for the Tidewater Jewish Foundation, Inc. and affiliates and the supporting organizations. | |
| Form 990, 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. | |
| Form 990, Part VIII, Statement of Revenue Line 7a and 7b | Short term captial loss from investment pool. | |
| 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 | Additional Related Party Disclosures |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| Jewish Family Service Foundation Inc | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541680171 | Supporting Organization | VA | 501(c)(3) | 11 |
| Congregation Beth El Foundation Inc | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541773280 | Supporting Organization | VA | 501(c)(3) | 11 |
| Jewish Community Center of South Hampton Roads Foundation Inc | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541725286 | Supporting Organization | VA | 501(c)(3) | 11 |
| Hebrew Academy of Tidewater Foundation Inc | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541882218 | Supporting Organization | VA | 501(c)(3) | 11 |
| Bangel-Legum Foundation Inc | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541844306 | Supporting Organization | VA | 501(c)(3) | 11 |
| Temple Israel Foundation Inc | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541874643 | Supporting Organization | VA | 501(c)(3) | 11 |
| Tavia and Freda Gordon Foundaiton Inc | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541916632 | Supporting Organization | VA | 501(c)(3) | 11 |
| Simon Family Foundation | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541922543 | Supporting Organization | VA | 501(c)(3) | 11 |
| The Herbert & Carolyn Bangel Family Foundation | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541990062 | Supporting Organization | VA | 501(c)(3) | 11 |
| Copeland Family Foundation | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 201512052 | Supporting Organization | VA | 501(c)(3) | 11 |
| Helen G and Warren L Aleck Foundation | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 542008231 | Supporting Organization | VA | 501(c)(3) | 11 |
| Marie A Mansbach Memorial Student Motivation Program | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 010722629 | Supporting Organization | VA | 501(c)(3) | 11 |
| TJF Holdings LLC | ||||||||
| 5000 Corporate Woods Drive Suite 20 | Virginia Beach | VA | 23462 | 541934907 | Supporting Organization | VA | 501(c)(3) | 11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Simon Family Foundation | |
| C | 428300 |
| Simon Family Foundation | |
| K | 42404 |
| Copeland Family Foundation | |
| C | 165896 |
| Marie A Mansbach Memorial Student Motivation Program | |
| C | 81973 |
| Tavia and Freda Gordon Foundation | |
| C | 182500 |
| Tavia and Freda Gordon Foundation | |
| K | 49608 |
| United Jewish Community of the Virginia Peninsula | |
| K | 64955 |