2014-04-09T10:58:25-05:00 2013-06-30 540737372 PBMARES LLP 150 BOUSH STREET SUITE 400 NORFOLK VA 23510 990 2012-07-01 201512052 COPELAND FAMILY FOUNDATION C/O TIDEWATER JEWISH FOUNDATION INC COPE 7579656100 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 PHILIP ROVNER 7579656100 2014-04-04 1 BRIAN WINDLEY P00537045 7576274644 2014-04-04 X 2012 2015-11-30 17:44:51Z PHILIP ROVNER 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 142794 0 X N/A X 2004 VA RECEIVE, MAINTAIN, AND ADMINISTER ASSETS IN PERPETUITY FOR THE BENEFIT OF THE COPELAND FAMILY SUPPORTING ORGANIZATIONS. 5 4 0 0 0 0 0 0 0 0 152440 142794 0 0 152440 142794 275996 89718 0 0 0 0 0 0 0 30580 30249 306576 119967 -154136 22827 2122439 2191139 5192 5369 2117247 2185770 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE COPELAND FAMILY SUPPORTING ORGANIZATION. 0 0 89718 89718 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE COPELAND FAMILY SUPPORTING ORGANIZATION. 89718 1 0 0 0 0 0 0 0 0 0 0 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X PHILIP ROVNER 7579656100 5000 CORPORATE WOODS DRIVE SUITE VIRGINIA BEACH VA 23462 TODD COPELAND 0.10 X X 0 0 0 M SCOTT COPELAND 0.10 X X 0 0 0 PHILIP ROVNER 0.10 44.00 X X 0 281422 15548 STACY COPELAND BRODY 0.10 X 0 0 0 JODI COPELAND KLEBANOFF 0.10 X 0 0 0 0 281422 15548 0 0 1 0 0 122269 122269 20525 0 20525 20525 20525 142794 0 0 142794 89718 89718 25114 25114 1600 1600 DIRECT FUND EXPENSES 3535 3535 119967 89718 30249 0 1535797 1530797 526642 600342 60000 60000 2122439 2191139 5192 5369 5192 5369 X 2117247 2185770 2117247 2185770 2122439 2191139 22827 45696 0 X X 0 1 X 1 0 X X 0 0 0 TIDEWATER JEWISH FOUNDATION INC 541653165 7 1 1 1 23918 1 23918 0 MAIN POOL PORTFOLIO 600342 F 600342 ASSETS HELD BY TIDEWATER JEWISH FOUNDATION 5369 5369 X 188491 45697 45697 142794 0 142794 119967 0 119967 0 119967 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: TJF, ITS SUPPORTING FOUNDATIONS, AND AFFILIATES, ARE QUALIFYING NONPROFIT 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, 2013. 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 2009. 1 CHILDREN'S HOSPITAL OF THE KINGS DAUGHTERS 601 CHILDRENS LANE NORFOLK VA 23501 540506321 501(C)(3) 5000 ANNUAL ENDOWMENT CAMPAIGN FRIENDS OF THE JEWISH CHAPEL 326 FIRST STREET SUITE 22 ANNAPOLIS MD 21403 521964701 501(C)(3) 10000 OPERATIONS HEBREW ACADEMY OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 180 VIRGINIA BEACH VA 23462 540629620 501(C)(3) 5000 RST DEVELOPMENT GOLF SPONSORSHIP (NO BENEFITS) JEWISH FAMILY SERVICE OF TIDEWATER 260 GRAYSON ROAD VIRGINIA BEACH VA 23462 540854002 501(C)(3) 10000 WEEK OF HEALTHY LIVING - DIAMOND SPONSORSHIP (NO BENEFITS) ORT AMERICA INC 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 135562424 501(C)(3) 8500 SMART CLASSES THROUGHOUT ISRAEL TEMPLE ISRAEL 7255 GRANBY STREET NORFOLK VA 23505 540563380 501(C)(3) 20000 OPERATIONS TIDEWATER JEWISH FOUNDATION 5000 CORPORATE WOODS DRIVE SUITE 180 VIRGINIA BEACH VA 23462 541653165 501(C)(3) 23918 ANNUAL OPERATING GRANT AND TO CREATE A JEWISH LEGACY PROGRAM 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. SCHEDULE I, PART II, LINE 6 ORT AMERICA, INC. GRANT SUPPLEMENTAL EXPLANATION THE ORGANIZATION REPORTS GRANTS ON SCHEDULE I TO ORT AMERICA, INC., A 501(C)(3) DOMESTIC U.S. CHARITY. THESE GRANTS, IN PART, MAY PROVIDE FOR FUNDS TO SUPPORT ACTIVITIES IN THE STATE OF ISRAEL, HOWEVER, THE RECIPIENT GRANTEE FILES A SEPARATE FORM 990 AND DETAILED SCHEDULE F. 0 0 0 0 0 0 0 0 0 PHILIP ROVNER 0 281422 0 0 0 0 0 7500 0 8048 0 296970 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART I, Q3: THE RELATED ORGANIZATION USED A COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE RELATED ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 2 TODD COPELAND, M. SCOTT COPELAND, STACY COPELAND-BRODY, AND JODI COPELAND KLEBANOFF ARE ALL SIBLINGS. 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. AUDIT COMMITTEE FORM 990, PART XI, LINE 2B THE AUDIT FOR THE COPELAND FAMILY FOUNDATION 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 990, PART VIII, STATEMENT OF REVENUE LINE 7A AND 7B SHORT TERM CAPTIAL GAIN FROM INVESTMENT POOL. TIDEWATER JEWISH FOUNDATION INC 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23462 541653165 GRANTS AND COMMUNITY PROGRAMS VA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0