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Nonprofiteer
← UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA ENDOWMENT INC

Form 990 for tax year 2024

Filed by UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA ENDOWMENT INC.

Totals

Total revenue
$4,969,133
Total expenses
$1,434,491
Contributions and grants received
$2,415,299
Grants paid
$1,233,983
Program service revenue
$0
Investment income
$2,514,862
Other revenue
$38,972
Total assets, end of year
$29,833,661
Total liabilities, end of year
$9,067,833
Net assets or fund balances, end of year
$20,765,828
Program services expenses (Part IX)
$1,233,983
Management and general expenses
$200,508
Fundraising expenses
$0
Program service expenses (Part III)
$1,233,983

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,415,299

  • 1g · Noncash contributions included above

    $330,779

  • 3 · Investment income

    total $339,746 · excluded $339,746

  • 7a · Gross sales of assets other than inventory

    securities $12,459,910

  • 7b · Less cost or other basis and sales expenses

    securities $10,284,794

  • 7c · Gain or loss

    securities $2,175,116

  • 7d · Net gain or loss

    total $2,175,116 · excluded $2,175,116

  • 11a · Other revenue: INCOME FROM PASSTHROUGH

    total $38,972 · unrelated business $9,978 · excluded $28,994

  • 11e · Other revenue, total

    $38,972

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,233,983 · program services $1,233,983

  • 11a · Fees: management

    total $75,000 · management and general $75,000

  • 11c · Fees: accounting

    total $4,600 · management and general $4,600

  • 11f · Fees: investment management

    total $103,266 · management and general $103,266

  • 12 · Advertising and promotion

    total $450 · management and general $450

  • 13 · Office expenses

    total $2,791 · management and general $2,791

  • 23 · Insurance

    total $1,768 · management and general $1,768

  • 24a · Other expenses: UBIT

    total $12,283 · management and general $12,283

  • 24b · Other expenses: LICENSES AND FEES

    total $350 · management and general $350

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $18,224

  • 2 · Savings and temporary cash investments

    beginning of year $48,019 · end of year $11,479

  • 4 · Accounts receivable

    beginning of year $15,364 · end of year $6,160

  • 11 · Investments: publicly traded securities

    beginning of year $13,729,910 · end of year $16,781,341

  • 12 · Investments: other securities

    beginning of year $11,130,280 · end of year $12,816,457

  • 15 · Other assets

    beginning of year $200,000 · end of year $200,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $43,921 · end of year $2,500

  • 25 · Other liabilities

    beginning of year $8,191,879 · end of year $9,065,333

  • 27 · Net assets without donor restrictions

    beginning of year $2,677,819 · end of year $3,031,096

  • 28 · Net assets with donor restrictions

    beginning of year $14,209,954 · end of year $17,734,732

Mission and programs · 2024

Mission

SUPPORT THE PROGRAMS OF THE UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA, INC. AND OTHER PROGRAMS TO ENRICH THE EDUCATIONAL, CULTURAL, RELIGIOUS, AND SOCIAL LIVES OF THE JEWISH COMMUNITY.

Activities or mission (Part I)

SUPPORT THE PROGRAMS OF THE UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA, INC. AND OTHER PROGRAMS TO ENRICH THE EDUCATIONAL, CULTURAL, RELIGOUS, AND SOCIAL LIVES OF THE JEWISH COMMUNITY.

  • SUPPORT OF THE PROGRAMS OF THE UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA, INC. AND OTHER PROGRAMS TO ENRICH THE EDUCATIONAL, CULTURAL, RELIGIOUS AND SOCIAL LIVES OF THE JEWISH COMMUNITY.

    Expenses $1,233,983 · Grants $1,233,983

As filed on the 2024 return.

Listed in Part VII

  • Elizabeth Libby David

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • E D David

    PRESIDENT/CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Josh David

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Arthur Fass

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Matthew Fass

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ralph Goldstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ettalea Kanter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Kessler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Roy Lasris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Betty Levin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Levin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Guy Levy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Luckman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kenny Murov

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Nachman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Neal Rosenbaum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ed Sarfan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Steve Seltzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charles Stern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Marks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Eric Maurer

    EXECUTIVE DIRECTOR

    Total calculated
    $133,290
    From this org
    $0
    From related orgs
    $133,290
    Other
    $0
    Hours/week
    2 + 38 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601359349302455

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