2012-05-10T13:52:34-05:00 2011-06-30 WITT MARES PLC 150 W MAIN STREET SUITE 1150 NORFOLK VA 23510 990 2010-07-01 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 2012-05-10 1 BRIAN WINDLEY 7576274644 X 2010 2016-02-24 21:20:13Z PHILIP ROVNER 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 1075657 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 50 0 0 116596 1042160 21402 33447 137998 1075657 170896 176840 0 0 0 0 0 0 0 34173 30707 205069 207547 -67071 868110 2355797 2310760 24068 5642 2331729 2305118 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE COPELAND FAMILY SUPPORTING ORGANIZATION. 0 0 176840 176840 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE COPELAND FAMILY SUPPORTING ORGANIZATION. 176840 1 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 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 X X 0 250726 11718 STACY COPELAND BRODY 0.10 X 0 0 0 JODI COPELAND KLEBANOFF 0.10 X 0 0 0 0 250726 11718 0 0 1 0 0 50 50 122255 122255 17357 902548 17357 902548 919905 919905 COPELAND CHANNEL 21, L 532000 33447 33447 33447 1075657 0 0 1075607 176840 176840 25671 25671 DIRECT FUND EXPENSES 5036 5036 207547 176840 30707 0 1545797 1540797 750000 709963 60000 60000 2355797 2310760 24068 5642 24068 5642 X 0 2331729 2305118 2331729 2305118 2355797 2310760 X 868110 -894721 X X 0 1 1 X 0 X X 0 0 0 TIDEWATER JEWISH FOUNDATION INC 541653165 7 1 1 1 215000 1 215000 0 MAIN POOL PORTFOLIO 709963 F 709963 ASSETS HELD BY TIDEWATER JEWISH FOUNDATION 5642 5642 1075657 207547 868110 41273 -935994 -894721 -26611 180935 41273 41273 139662 935995 935995 1075657 207547 0 207547 0 207547 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 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: NON-CASH MV ADJUSTMENT -935,994. PART XII, LINE 4B - OTHER ADJUSTMENTS: NON-CASH MV ADJUSTMENT 935,995. 1 CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS 601 CHILDRENS LANE NORFOLK VA 23501 540506321 501(C)(3) 5000 ANNUAL ENDOWMENT CAMPAIGN UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 200 VIRGINIA BEACH VA 23462 540535603 501(C)(3) 171840 ANNUAL GIFT 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 1 0 0 0 0 0 0 0 PHILIP ROVNER 0 250726 0 0 0 0 0 7618 0 4100 0 262444 0 0 PART I, LINE 4B PHILIP ROVNER, $7,618 401(K) MATCH FROM TIDEWATER JEWISH FOUNDATION FORM 990, PART VI, SECTION A, LINE 2 TODD COPELAND, 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 41,273. NON-CASH MV ADJUSTMENT -935,994. TOTAL TO FORM 990, PART XI, LINE 5: -894,721. 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) 7 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 TIDEWATER JEWISH FOUNDATION K 68355