2011-05-13T15:40:33-05:00 2010-06-30 WITT MARES PLC 150 W MAIN STREET SUITE 1150 NORFOLK VA 23510 990 2009-07-01 541653165 Tidewater Jewish Foundation Inc TIDE 7579656111 5000 Corporate Woods Drive No 200 Virginia Beach VA 23462 PHILIP S ROVNER 7579656111 2011-05-13 1 Brian Windley 7576274644 X 2009 2016-02-24 21:20:13Z PHILIP S ROVNER 5000 Corporate Woods Drive No 200 Virginia Beach VA 23462 3783383 0 X WWW.JEWISHVA.COM X 1992 VA GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. 27 27 6 27 -12151 0 2322914 2832243 717937 671497 -7787504 157877 17230 -302 -4729423 3661315 3581153 3298476 0 539258 569374 0 349344 856245 758929 4976656 4626779 -9706079 -965464 25455940 25987725 2183790 1966883 23272150 24020842 Grants and community programs on behalf of the Jewish Community and the foundation's agency funds. 0 0 3586178 3298475 687677 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS 3586178 1 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 44 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 27 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X Philip Rovner 7579656111 5000 Corporate Woods Drive No 200 Virginia Beach VA 23462 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 40.00 X X 230222 0 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 40.00 X 63024 0 2331 John Gobble 5.00 X 12610 0 334 293246 0 13709 1 0 1 0 0 2832243 337030 2832243 administration of asse 900099 671497 671497 671497 277375 3278 274097 1053 1517 122068 -121015 1517 -119498 1053 -120551 Other income 900099 16180 16180 K-1 Loss 900099 -16482 -16482 -302 3661315 687677 -12151 153546 3290951 3290951 7525 7525 360490 180245 180245 161832 80916 80916 12447 6224 6223 5594 2797 2797 29011 14505 14506 215326 215326 830 415 415 35313 35313 98065 98065 413 207 206 3765 3765 9346 6114 3232 24440 12220 12220 883 441 442 8150 4075 4075 DISTRIBUTIONS CRT BENEF 226321 226321 Direct Fund Expenses 56612 56612 COMPUTER EXPENSE 18910 7055 11855 Administrative Support 15204 7602 7602 Annual Report 13624 13624 31727 4769 19737 7221 4626779 3586178 691257 349344 1240070 353908 1278676 100788 835318 834995 4945 6876 1290570 1246207 3809 20402 20402 0 0 20806361 23441142 25455940 25987725 39716 29492 29290 30000 2114784 1907391 2183790 1966883 X 1226711 1391429 21045439 21629413 1000000 1000000 23272150 24020842 25455940 25987725 X 0 1 1 X 0 X 3800938 4523424 6871459 2322914 2832243 20350978 3800938 4523424 6871459 2322914 2832243 20350978 3651645 16699333 903844 2028982 2267660 578818 277375 6056679 886436 802907 900309 735167 687677 4012496 30420153 0.54900 0.56430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99 2514602 2678404 10574990 1 1 740634 78428 50400 12220 756442 1110229 -322877 33600 13118 740634 1.00000 0 0 20402 20402 0 0 SPLIT INTEREST AGREEMENTS - UNRESTRICTED 5487160 F CASH & SECURITIES - UNRESTRICTED 17953982 F 23441142 SPLIT INTEREST AGREEMENT PAYABLE 1900627 Accrued Interest 6764 1907391 3661315 4626779 -965464 1702008 12148 1714156 748692 5375474 1702008 12151 1714159 3661315 0 3661315 4626779 0 4626779 0 4626779 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. 1 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 180 Virginia BEach VA 23462 540629620 501(C)3 34091 Annual Gift 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 100 Virginia Beach VA 23462 540616479 501(C)3 80498 Camp Bus 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 200 Virginia Beach VA 23462 043677481 501(C)3 25000 Annual Contribution (50103) United Jewish Federation of Tidewater 5000 Corporate Woods Drive Suite 200 Virginia Beach VA 23462 540535603 501(C)3 848577 Chai Baby Gift 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 51 Scholarship 1 7525 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. 1 X X X X X 0 0 0 0 0 0 0 0 0 Philip Rovner 230222 0 0 0 0 0 7388 0 3990 0 241600 0 0 0 X 14 337030 Fair Market Value 0 1 1 Third Party Use: Part I, Line 32b: Only utilize one of our investment managers/cusodians to receive and sell gifts of publicly-traded securities. 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 Additional Related Party Disclosures 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 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 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 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