TIDEWATER JEWISH FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TIDEWATER JEWISH FOUNDATION INC (EIN 54-1653165)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-04
- IRS object ID
- 201811249349300601
- Schema version
- 2016v3.0
- 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) |
|---|---|---|
| Return | 2018-05-04T07:42:43-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BOUSH STREET SUITE 400 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541653165 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIDEWATER JEWISH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIDE | BusinessNameControlTxt |
| Phone | 7579656111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 CORPORATE WOODS DRIVE NO 200 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT KAPLAN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7579656111 | PhoneNum |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER N FRENCH | PreparerPersonNm |
| PTIN | P00659678 | PTIN |
| Phone | 7576274644 | PhoneNum |
| Preparation | 2018-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT KAPLAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 CORPORATE WOODS DRIVE NO 200 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,378,510 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHVA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$18,013 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$28,949 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,776,438 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,670,989 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $532,215 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $537,027 | CYProgramServiceRevenueAmt |
| PY Investment Income | $71,049 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,156,504 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$61,003 | PYOtherRevenueAmt |
| CY Other Revenue | $11,219 | CYOtherRevenueAmt |
| PY Total Revenue | $5,318,699 | PYTotalRevenueAmt |
| CY Total Revenue | $7,375,739 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,845,019 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,878,498 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $557,626 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $587,729 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $265,371 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,016,213 | PYOtherExpensesAmt |
| CY Other Expenses | $923,297 | CYOtherExpensesAmt |
| PY Total Expenses | $6,418,858 | PYTotalExpensesAmt |
| CY Total Expenses | $5,389,524 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,100,159 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,986,215 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,189,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,423,571 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,684,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,525,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,505,496 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,897,672 | NetAssetsOrFundBalancesEOYAmt |
| Mission | GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,352,635 | ExpenseAmt |
| Grant | $3,878,498 | GrantAmt |
| Revenue | $584,638 | RevenueAmt |
| Desc | GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS | Desc |
| Total Program Service Expenses | $4,352,635 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R PARRISH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7579656111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 CORPORATE WOODS DRIVE SUITE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23462 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ALVIN WALL | |||||||
| CHAIRMAN; NOMINATING CHAIR | 3.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY LEVY | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ANNABEL SACKS | |||||||
| LIFE TRUSTEE | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ARNOLD LEON | |||||||
| LIFE TRUSTEE | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| BRITT SIMON | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| EDWARD KRAMER | |||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| FAY SILVERMAN | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| HAROLD SACKS | |||||||
| EXEC DIR. EMERITUS | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JAY KLEBANOFF | |||||||
| PRESIDENT UJFT | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JERROLD MILLER | |||||||
| DIRECTOR/PAST CHAIRMAN | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JODY WAGNER | |||||||
| DIRECTOR/SECRETARY | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA GROSS | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE STEINGOLD | |||||||
| CHAIR-ELECT & GRANTS COMMITTEE CHAIR | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA SPINDEL | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MARC WEISS | |||||||
| INVESTMENT CHAIR | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL BARNEY | |||||||
| GIFT ACCEPT.CHAIR | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MILES LEON | |||||||
| DIRECTOR/ PAST PRESIDENT U | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MIMI KARESH | |||||||
| LIFE TRUSTEE | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ROBERT COPELAND | |||||||
| LIFE TRUSTEE | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ROBERT GOODMAN | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| SANDRA LEON | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| STANWOOD DICKMAN | |||||||
| DIRECTOR/TREASURER | 3.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN GORDON | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TODD COPELAND | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ABBEY HORWITZ | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| STACIE MOSS | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CHARLES NUSBAUM | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PAUL PECK | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SAUNDERS | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JOHN STRELITZ | |||||||
| DIRECTOR/PRESIDENT-ELECT U | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MARTIN EINHORN | |||||||
| AUDIT & FINANCE CHAIR | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BYRON HARRELL | |||||||
| DIRECTOR | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JAMES R PARRISH | |||||||
| TJF CFO | 44.00 | 5.00 | Yes (X) | $116,926 | $0 | $27,911 | |
| SCOTT KAPLAN | |||||||
| PRESIDENT/CEO | 44.00 | 5.00 | Yes (X) | $194,202 | $0 | $26,172 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $311,128 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,083 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,556,318 | RelatedOrganizationsAmt |
| All Other Contributions | $4,114,671 | AllOtherContributionsAmt |
| Noncash Contributions | $2,092,914 | NoncashContributionsAmt |
| Total Contributions | $5,670,989 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $537,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $537,027 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $537,027 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $353,503 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $852 | UnrelatedBusinessRevenueAmt |
| Exclusion | $352,651 | ExclusionAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,771 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$2,771 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,771 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,771 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $803,001 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $803,001 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $803,001 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $17,527 | UnrelatedBusinessRevenueAmt |
| Exclusion | $785,474 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PASS-THROUGH K-1 | 900099 | $11,125 | $44,746 | -$33,621 |
| OTHER INCOME | 900099 | $2,865 | $2,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,990 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,375,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $584,638 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$18,013 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,138,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,850,580 | TotalAmt |
| Program Services | $3,850,580 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,918 | TotalAmt |
| Program Services | $27,918 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,864 | TotalAmt |
| Management And General | $273,444 | ManagementAndGeneralAmt |
| Fundraising | $90,420 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,028 | TotalAmt |
| Management And General | $94,689 | ManagementAndGeneralAmt |
| Fundraising | $74,339 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,350 | TotalAmt |
| Management And General | $2,345 | ManagementAndGeneralAmt |
| Fundraising | $2,005 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,657 | TotalAmt |
| Management And General | $9,921 | ManagementAndGeneralAmt |
| Fundraising | $5,736 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,830 | TotalAmt |
| Management And General | $23,980 | ManagementAndGeneralAmt |
| Fundraising | $10,850 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,712 | TotalAmt |
| Management And General | $5,732 | ManagementAndGeneralAmt |
| Fundraising | $980 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,850 | TotalAmt |
| Management And General | $28,911 | ManagementAndGeneralAmt |
| Fundraising | $4,939 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,023 | TotalAmt |
| Management And General | $194,023 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,343 | TotalAmt |
| Management And General | $40,871 | ManagementAndGeneralAmt |
| Fundraising | $14,472 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,682 | TotalAmt |
| Management And General | $5 | ManagementAndGeneralAmt |
| Fundraising | $23,677 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,161 | TotalAmt |
| Management And General | $5,619 | ManagementAndGeneralAmt |
| Fundraising | $2,542 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,740 | TotalAmt |
| Management And General | $36,310 | ManagementAndGeneralAmt |
| Fundraising | $16,430 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,129 | TotalAmt |
| Management And General | $21,516 | ManagementAndGeneralAmt |
| Fundraising | $5,613 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844 | TotalAmt |
| Management And General | $582 | ManagementAndGeneralAmt |
| Fundraising | $262 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,095 | TotalAmt |
| Management And General | $18,652 | ManagementAndGeneralAmt |
| Fundraising | $8,443 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,722 | TotalAmt |
| Management And General | $10,884 | ManagementAndGeneralAmt |
| Fundraising | $2,838 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT FUND EXPENSES | $271,721 | $271,721 | ||
| DISTRIBUTIONS FROM CRTS | $169,455 | $169,455 | ||
| DISTRIBUTIONS FROM CGA' | $32,961 | $32,961 | ||
| DUES | $3,881 | $2,672 | $1,209 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978 | TotalAmt |
| Management And General | $1,362 | ManagementAndGeneralAmt |
| Fundraising | $616 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,389,524 | TotalAmt |
| Program Services | $4,352,635 | ProgramServicesAmt |
| Management And General | $771,518 | ManagementAndGeneralAmt |
| Fundraising | $265,371 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,067 | BOYAmt |
| EOY | $633,640 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,564 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,636 | BOYAmt |
| EOY | $20,550 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,730 | BOYAmt |
| EOY | $34,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,402 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,598,532 | BOYAmt |
| EOY | $36,735,352 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,189,529 | BOYAmt |
| EOY | $37,423,571 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,434 | BOYAmt |
| EOY | $9,487 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,850 | BOYAmt |
| EOY | $11,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,610,749 | BOYAmt |
| EOY | $2,504,912 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,684,033 | BOYAmt |
| EOY | $2,525,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,254,579 | BOYAmt |
| EOY | $5,594,284 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,250,917 | BOYAmt |
| EOY | $28,303,388 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,505,496 | BOYAmt |
| EOY | $34,897,672 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,189,529 | BOYAmt |
| EOY | $37,423,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,986,215 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,405,961 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,445,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,569,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,050,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,776,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,670,989 | CurrentTaxYearAmt |
| Total | $23,511,842 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,445,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,569,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,050,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,776,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,670,989 | CurrentTaxYearAmt |
| Total | $23,511,842 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,619,835 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,892,007 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $336,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $237,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305,341 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $352,651 | CurrentTaxYearAmt |
| Total | $1,548,812 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$5,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,990 | CurrentTaxYearAmt |
| Total | $74,052 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,134,706 | TotalSupportAmt |
| Public Support CY170 | 0.71180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 118 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $4,930,535 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,211,211 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,983,977 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $958,307 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $102,298 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,050 | OtherExpendituresAmt |
| End Year Balance | $1,050,555 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $983,865 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$15,983 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,575 | OtherExpendituresAmt |
| End Year Balance | $958,307 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $992,151 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,582 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,868 | OtherExpendituresAmt |
| End Year Balance | $983,865 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $905,525 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $101,501 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,875 | AdministrativeExpensesAmt |
| End Year Balance | $992,151 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $818,756 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $100,880 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,111 | AdministrativeExpensesAmt |
| End Year Balance | $905,525 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.95190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04810 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,402 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,402 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SPLIT INTEREST AGREEMENT | $4,336,797 | F |
| MAIN POOL PORTFOLIO | $26,000,249 | F |
| UBS FINANCIAL - SANDLER | $250,273 | F |
| CSV LIFE INSURANCE POLICIES | $1,554,568 | F |
| CAP GROUP - M&M SIMON | $3,247,916 | F |
| ANNUITIES | $542,996 | F |
| OTHER INVESTMENTS | $802,553 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $36,735,352 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT INTEREST AGREEMENT PAYABLE | Desc |
| Amt | $2,504,912 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,504,912 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,116,970 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,405,961 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $335,270 | OtherRevenueAmt |
| Revenue Not Reported | $2,741,231 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,375,739 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,375,739 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,724,794 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $335,270 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $335,270 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,389,524 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,389,524 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUND CORPUS PERMANENTLY RESTRICTED WITH EARNINGS DESIGNATED TO FUND GRANTS TO LOCAL AGENCIES. |
| PART X, LINE 2: | TJF AND ITS SUPPORTING FOUNDATIONS 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, EXCEPT ON NET INCOME GENERATED FROM UNRELATED BUSINESS TAXABLE INCOME. FOR THE YEAR ENDED JUNE 30, 2017, INCOME TAXES ASSOCIATED WITH INVESTMENT EARNINGS SUBJECT TO UNRELATED BUSINESS INCOME TAXES WERE $2,607 AND ARE INCLUDED IN REALIZED AND UNREALIZED GAINS (LOSSES) IN THE COMBINED STATEMENT OF ACTIVITIES. 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 COMBINED 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, 2017. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED PARTY ADMIN FEE 335,270. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED PARTY ADMIN FEE 335,270. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (83 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 211PALM BEACH TREASURE COAST INC | ||||||||
| PO BOX 3588 | LANTANA | FL | 33465 | 237153017 | 501(C)(3) | $5,000 | 211 HELPLINE | |
| ACCESS COLLEGE FOUNDATION | ||||||||
| 7300 NEWPORT AVENUE | NORFOLK | VA | 235011357 | 541440734 | 501(C)(3) | $5,438 | GENERAL OPERATIONS | |
| AGUDATH ISRAEL OF MARYLAND | ||||||||
| 6202 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 521101027 | 501(C)(3) | $5,000 | GENERAL OPERATIONS | |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK HOSPITAL IN JERUSALEM INC | ||||||||
| 55 WEST 39TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | 135645878 | 501(C)(3) | $35,000 | 25% IN SUPPORT OF GAUCHERS DISEASE; 75% GOING TOWARDS PROFESSOR HALEVYS DISCRETIONARY FUND. | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY NY | ||||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | 131568923 | 501(C)(3) | $6,900 | 2017 PALM BEACH SCOPUS AWARD | |
| AMERICAN FRIENDS OF YESHIVA D'MIR INC | ||||||||
| 5227 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | 132946608 | 501(C)(3) | $7,500 | GENERAL OPERATIONS | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) | ||||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 100174014 | 131656634 | 501(C)(3) | $17,000 | ANNUAL CAMPAIGN | |
| ANTI-DEFAMATION LEAGUE (ADL) - DC | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 131818723 | 501(C)(3) | $5,000 | GENERAL OPERATIONS | 1020 |
| APPALACHIAN STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 32064 | BOONE | NC | 28608 | 237099379 | 501(C)(3) | $17,500 | THE ROSEN OUTDOOR SCULPTURE COMPETITION & EXHIBITION & UNDERWRITE STUDENT RESEARCH | |
| ASCENT-INNER DIMENSIONS OF JEWISH LIFESTYLE INC | ||||||||
| 383 KINGSTON AVENUE ROOM 28 | BROOKLYN | NY | 112134333 | 112879462 | 501(C)(3) | $23,000 | GENERAL OPERATIONS | |
| B'NAI ISRAEL CONGREGATION | ||||||||
| 420 SPOTSWOOD AVENUE | NORFOLK | VA | 23507 | 540676434 | 501(C)(3) | $28,040 | REFURBISHMENT PROJECT, COMMUNITY PROMOTION, GENERAL OPERATIONS | |
| BAIS MEDRASH MAYAN HATORAH INC | ||||||||
| 101 MILTON STREET | LAKEWOOD | NJ | 08701 | 202925281 | 501(C)(3) | $18,000 | ANNUAL CAMPAIGN | |
| BAIS TOVAL INC | ||||||||
| 555 OAK STREET | LAKEWOOD | NJ | 08701 | 223674957 | 501(C)(3) | $5,000 | GENERAL OPERATIONS | |
| BEGIN AGAIN FOUNDATION | ||||||||
| 2612 WILLOWLAWN WAY | VIRGINIA BEACH | VA | 234568318 | 475223416 | 501(C)(3) | $5,288 | LOUNGE SPONSORSHIP | |
| BETH MEDRASH GOVOHA OF AMERICA | ||||||||
| 601 PRIVATE WAY | LAKEWOOD | NJ | 08701 | 210634542 | 501(C)(3) | $20,500 | GENERAL OPERATIONS | |
| BETH SHOLOM HOME OF EASTERN VIRGINIA | ||||||||
| 6401 AUBURN DRIVE | VIRGINIA BEACH | VA | 234646841 | 541862383 | 501(C)(3) | $80,180 | OPERATIONS AND CAPITAL CAMPAIGN | |
| BINA HIGH SCHOOL | ||||||||
| 425 WASHINGTON PARK | NORFOLK | VA | 23517 | 562620428 | 501(C)(3) | $102,515 | GENERAL OPERATIONS, COMPUTER LAB | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | 134092050 | 501(C)(3) | $5,000 | GENERAL OPERATIONS | |
| CAPE HENRY COLLEGIATE SCHOOL INC | ||||||||
| 1320 MILL DAM ROAD | VIRGINIA BEACH | VA | 23454 | 540793766 | 501(C)(3) | $29,440 | BRIDGE TO THE FUTURE CAMPAIGN AND OTHER SUPPORT | |
| CHABAD-LUBAVITCH OF TIDEWATER | ||||||||
| 1920 COLLEY AVENUE | NORFOLK | VA | 23517 | 521199141 | 501(C)(3) | $55,619 | GENERAL OPERATIONS | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | 571149613 | 501(C)(3) | $20,000 | GENERAL OPERATIONS | |
| CHILDREN'S HOSPITAL OF THE KINGS DAUGHTERS | ||||||||
| POST OFFICE BOX 2156 | NORFOLK | VA | 235019873 | 540506321 | 501(C)(3) | $7,845 | GENERAL OPERATIONS | |
| CONGREGATION BETH CHAVERIM | ||||||||
| 3820 STONESHORE ROAD | VIRGINIA BEACH | VA | 23452 | 541221155 | 501(C)(3) | $5,300 | FOR RABBI'S RETIREMENT FUNDS | |
| CONGREGATION BETH EL | ||||||||
| 422 SHIRLEY AVENUE | NORFOLK | VA | 23517 | 540647479 | 501(C)(3) | $85,397 | CELEBRATING JUDAISM THROUGH THE ARTS, GENERAL OPERATIONS | |
| CONGREGATION TIFERES TZVI | ||||||||
| 11 - 12TH STREET | LAKEWOOD | NJ | 08701 | 134107680 | 501(C)(3) | $83,500 | GENERAL OPERATIONS | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | 133433452 | 501(C)(3) | $10,000 | GENERAL OPERATIONS | |
| FOODBANK OF SOUTHEASTERN VIRGINIA | ||||||||
| PO BOX 1940 | NORFOLK | VA | 23501 | 521219783 | 501(C)(3) | $8,403 | GENERAL OPERATIONS | |
| FRIENDS OF NORFOLK DSS FOSTER CARE DIVISION | ||||||||
| 999 WATERSIDE DRIVE SUITE 2300 | NORFOLK | VA | 23510 | 812887214 | 501(C)(3) | $15,000 | GENERAL OPERATIONS | |
| FURMAN UNIVERSITY | ||||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | 570314395 | $5,000 | GENERAL OPERATIONS | ||
| GENE-ARATIONS INC | ||||||||
| 1755 46TH STREET | BROOKLYN | NY | 112041270 | 470968279 | 501(C)(3) | $10,000 | GENERAL OPERATIONS | |
| HARON INC | ||||||||
| 125 MAIDEN LANE SUITE 8B | NEW YORK | NY | 10038 | 131623922 | 501(C)(3) | $37,500 | GENERAL OPERATIONS | |
| HEBREW ACADEMY OF CLEVELAND | ||||||||
| 1860 SOUTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | 340714428 | 501(C)(3) | $15,000 | GENERAL OPERATIONS | |
| HEBREW ACADEMY OF TIDEWATER | ||||||||
| 5000 CORPORATE WOODS DRIVE SUITE | VIRGINIA BEACH | VA | 23462 | 540629620 | 501(C)(3) | $192,695 | GENERAL OPERATIONS, FACULTY EDUCATION WORKSHOP AND SCHOLARSHIPS | 180 |
| HILLEL AT VIRGINIA TECH | ||||||||
| 710 TOMS CREEK ROAD | BLACKSBURG | VA | 24060 | 900406012 | 501(C)(3) | $28,351 | HONORARIUMS, HOLOCAUST AWARENESS AND FEMALE LEADERSHIP | |
| IPTAY | ||||||||
| PO BOX 1529 | CLEMSON | SC | 296331529 | 465666637 | 501(C)(3) | $28,400 | SCHOLARSHIP DONATIONS | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||||
| 968 EASTON ROAD | WARRINGTON | PA | 18976 | 232519029 | 501(C)(3) | $5,000 | GENERAL OPERATIONS | |
| JEWISH COMMUNITY FEDERATION OF CLEVELAND | ||||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | 340714445 | 501(C)(3) | $5,000 | GENERAL OPERATIONS | |
| JEWISH COMMUNITY FOUNDATION OF SAN DIEGO | ||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | 952504044 | 501(C)(3) | $5,000 | SHABBAT PROJECT SOUTH AFRICA | |
| JEWISH FAMILY SERVICE OF TIDEWATER | ||||||||
| 5000 CORPORATE WOODS DRIVE | VIRGINIA BEACH | VA | 23462 | 540854002 | 501(C)(3) | $44,128 | GENERAL OPERATIONS, HEALTHY LIVING | |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||
| 6101 EXECUTIVE BLVD SUITE 100 | NORTH BETHSDA | MD | 20852 | 530212445 | 501(C)(3) | $5,000 | LION OF JUDAH | |
| JEWISH FED OF SOUTH PALM BEACH | ||||||||
| 9901 DONNA KLINE BOULEVARD | BOCA RATON | FL | 334281788 | 591945109 | 501(C)(3) | $16,721 | GENERAL OPERATIONS | |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | ||||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33417 | 590948696 | 501(C)(3) | $15,000 | GENERAL OPERATIONS | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 600 N WOLFE STREET | BALTIMORE | MD | 212879015 | 520595110 | 501(C)(3) | $10,000 | GENERAL OPERATIONS | |
| KAD RIVKAH-HACHNOSAS KOLLOH FUND INC | ||||||||
| 5101 17TH AVENUE | BROOKLYN | NY | 11204 | 521557612 | 501(C)(3) | $33,000 | KOLLEL DIVISION | |
| KEREN NESIVOS MOSHE - FUND FOR TORAH CHINUCH IN ISRAEL INC | ||||||||
| 1451 47TH STREET | BROOKLYN | NY | 11219 | 134003987 | 501(C)(3) | $18,000 | GENERAL OPERATIONS | |
| KEREN YEHOSHUA V'YISROEL INC | ||||||||
| 125 CAREY STREET | LAKEWOOD | NJ | 08701 | 223209160 | 501(C)(3) | $185,800 | GENERAL OPERATIONS | |
| KOLLEL BNEI YESHIVAS | ||||||||
| 2402 AVENUE P | BROOKLYN | NY | 11229 | 113014287 | $12,500 | GENERAL OPERATIONS | ||
| MORSELIFE FOUNDATION INC | ||||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | 592774476 | 501(C)(3) | $28,850 | GENERAL OPERATIONS | |
| NATIONAL SOCITY FOR HEBREW DAY SCHOOLS | ||||||||
| 620 FOSTER AVENUE 6TH FLOOR | BROOKLYN | NY | 11230 | 135564128 | 501(C)(3) | $6,800 | GENERAL OPERATIONS | |
| NER ISRAEL RABBINICAL COLLEGE | ||||||||
| 400 MOUNT WILSON LANE | BALTIMORE | MD | 21208 | 520660881 | 501(C)(3) | $43,680 | GENERAL OPERATIONS | |
| NORFOLK ACADEMY | ||||||||
| 1585 WESLEYAN DRIVE | NORFOLK | VA | 235025591 | 540551901 | 501(C)(3) | $7,250 | GENERAL OPERATIONS | |
| NORFOLK AREA COMMUNITY KOLLEL | ||||||||
| 420 SPOTSWOOD AVENUE | NORFOLK | VA | 23517 | 542037581 | 501(C)(3) | $237,500 | LEARNING & EDUCATION DIVISION, GENERAL SUPPORT | |
| ODU EDUCATIONAL FOUNDATION | ||||||||
| 4417 MONARCH WAY | NORFOLK | VA | 23529 | 546052014 | 501(C)(3) | $5,769 | ODU SCHOLARSHIP PROGRAM | |
| OHEF SHOLOM TEMPLE | ||||||||
| 530 RALEIGH AVENUE | NORFOLK | VA | 23507 | 546002056 | 501(C)(3) | $31,225 | GENERAL OPERATIONS, L'HAZAK, TEMPLE DIRECTORY | |
| OLD DOMINION UNIVERSITY ATHLETIC FOUNDATION | ||||||||
| 4417 MONARCH WAY 4TH FLOOR | NORFOLK | VA | 235290201 | 546051933 | 501(C)(3) | $8,000 | GENERAL OPERATIONS | |
| OPERATION OPEN CURTAIN | ||||||||
| 2350 5TH AVE | NEW YORK | NY | 10001 | 237167089 | 501(C)(3) | $42,600 | GENERAL OPERATIONS | |
| PAILE YOEDZ | ||||||||
| 51A TORA ROAD | MT KISCO | NY | 10549 | 113555819 | 501(C)(3) | $12,600 | GENERAL OPERATIONS | |
| PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA | ||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | 591391115 | 501(C)(3) | $9,340 | SPONSOR | |
| RABBINICAL COLLEGE OF TELSHE INC | ||||||||
| 28400 EUCLID AVENUE | WYCKLIFFE | OH | 44092 | 340801310 | 501(C)(3) | $5,000 | GENERAL OPERATIONS | |
| REFUAH YESHUAH | ||||||||
| 5229 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | 113037664 | 501(C)(3) | $5,000 | GENERAL OPERATIONS | |
| RODEF SHOLOM TEMPLE | ||||||||
| 401 CITY CENTER BLVD | NEWPORT NEWS | VA | 23606 | 540647222 | 501(C)(3) | $149,500 | RELOCATION FUND | |
| SEPHARDIC FOOD FUND INC | ||||||||
| 8 WEST 40TH STREET 4TH FLOOR | NEW YORK | NY | 100182278 | 562307777 | 501(C)(3) | $5,000 | GENERAL OPERATIONS | |
| STAM GEMILAS CHESED FUND INC | ||||||||
| 615 FOREST AVENUE | LAKEWOOD | NJ | 08701 | 222371278 | 501(C)(3) | $37,500 | GENERAL OPERATIONS | |
| TALMUDICAL ACADEMY OF NORFOLK | ||||||||
| 612 COLONIAL AVENUE | NORFOLK | VA | 235071805 | 421594790 | 501(C)(3) | $37,834 | GENERAL OPERATIONS | |
| TEMPLE EMANUEL | ||||||||
| 424 25TH STREET | VIRGINIA BEACH | VA | 234513229 | 541062067 | 501(C)(3) | $9,600 | GENERAL OPERATIONS, TEFILLAH TUBE | |
| TEMPLE ISRAEL | ||||||||
| 7255 GRANBY STREET | NORFOLK | VA | 23505 | 540563380 | 501(C)(3) | $47,107 | RABBI'S DISCRETIONARY FUND, GENERAL OPERATIONS | |
| THE AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | 530196549 | 501(C)(3) | $10,000 | CENTER FOR ISRAEL STUDIES | |
| TORAH LIVE INCORPORATED | ||||||||
| 206 A WYNATT STREET | LAKEWOOD | NJ | 08701 | 460643106 | 501(C)(3) | $16,000 | GENERAL OPERATIONS | |
| TORAS CHAIM | ||||||||
| 3110 STERLING POINT DRIVE | PORTSMOUTH | VA | 23703 | 412027554 | 501(C)(3) | $210,415 | GENERAL OPERATIONS, SCIENCE LAB AND SCHOLARSHIPS | |
| TORAS EMETH ACADEMY | ||||||||
| 540 N LA BREA AVENUE | LOS ANGELES | CA | 90036 | 951962397 | 501(C)(3) | $8,000 | GENERAL OPERAIONS | |
| UJFT COMMUNITY CAMPUS LLC | ||||||||
| 5000 CORPORATE WOODS DRIVE | VIRGINIA BEACH | VA | 234624370 | 043677481 | 501(C)(3) | $24,250 | SFC COMMUNITY SECURITY PROGRAM | |
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | ||||||||
| 11 BROADWAY FL 14 | NEW YORK | NY | 100041315 | 135623717 | 501(C)(3) | $10,000 | GENERAL OPERATIONS | |
| UNITED JEWISH FEDERATION OF TIDEWATER | ||||||||
| 5000 CORPORATE WOODS DRIVE | VIRGINIA BEACH | VA | 234624370 | 540535603 | 501(C)(3) | $1,119,533 | GENERAL SUPPORT, HOLOCAUSE COMMISSION, JEWISH FAMILY SERVICES, EDUCATION | |
| UNITED WAY OF S HAMPTON ROADS | ||||||||
| POST OFFICE BOX 41069 | NORFOLK | VA | 235411069 | 540506322 | 501(C)(3) | $32,500 | GENERAL OPERATIONS | |
| UNIV OF RICHMOND LAW SCHOOL ASSOCIATION | ||||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | 540854846 | 501(C)(3) | $5,000 | GIFT TO LAW SCHOOL FOR STUDENT SUMMER STIPENDS | |
| UNIVERSITY OF VIRGINIA HILLEL | ||||||||
| 1824 UNIVERSITY CIRCLE | CHARLOTTESVILLE | VA | 229031886 | 546061871 | 501(C)(3) | $7,500 | GENERAL OPERATIONS | |
| UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION | ||||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 22903 | 540838566 | 501(C)(3) | $10,250 | GENERAL OPERATIONS | |
| VIRGINIA BEACH RESCUE SQUAD FOUNDATION INC | ||||||||
| 740 VIRGINIA BEACH BLVD | VIRGINIA BEACH | VA | 23451 | 510242962 | 501(C)(3) | $5,000 | STATION 8 BUILDING FUND | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | ||||||||
| 100 MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 223849199 | 501(C)(3) | $8,395 | BOWMAN GREY CENTER FOR MEDICAL EDUCATION | |
| WESTERN WALL HERITAGE FOUNDATION INC | ||||||||
| 587 FIFTH AVENUE | NEW YORK | NY | 100171921 | 133468352 | 501(C)(3) | $25,000 | GENERAL OPERATIONS | |
| WOODROW WILSON INT'L CENTER FOR SCHOLARS | ||||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | 521067541 | 501(C)(3) | $6,000 | GENERAL OPERAIONS | |
| YESHIVA SHAAREI OORAH | ||||||||
| 685 8TH STREET | LAKEWOOD | NJ | 08701 | 270206446 | 501(C)(3) | $8,500 | GENERAL OPERATIONS | |
| YESHIVA TORAS ARON INC | ||||||||
| 285 RIVER AVENUE | LAKEWOOD | NJ | 08701 | 202688567 | 501(C)(3) | $102,000 | GENERAL OPERATIONS | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AT VIRGINIA TECH | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $27,918 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | TIDEWATER JEWISH FOUNDATION REPORTS GRANTS ON SCHEDULE I TO THE AMERICAN COMMITTEE FOR SHAARE ZEDEK HOSPITAL IN JERUSALEM, AMERICAN FRIENDS OF BAIS HAMEDRESH TAHAROS, AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY, AMERICAN FRIENDS OF YESHIVA D'MIR, AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, DOCTORS WITHOUT BORDERS USA, ISRAEL GUIDE DOG CENTER FOR THE BLIND, AND OPERATION OPEN CURTAIN, WHICH ARE 501(C)(3) DOMESTIC U.S. CHARITIES. THESE ENTITIES FILE A SEPARATE FORM 990 AND DETAILED SCHEDULE F WHEN THESE FUNDS ARE USED OVERSEAS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT KAPLAN | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $152,179 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $42,023 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,222 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,950 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $220,374 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 50 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,092,914 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF DONATIONS RECEIVED | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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." ROBERT COPELAND, A "LIFE TRUSTEE" BY VIRTURE OF HIS DESIGNATION AS A MEMBER OF TJF'S EXECUTIVE COMMITTEE, IS AFFORDED A VOTE ACCORDING TO THE BYLAWS AND IS THE FATHER OF TODD COPELAND, DIRECTOR. SANDRA LEON AND MILES LEON ARE HUSBAND AND WIFE. MILES LEON IS THE SON OF ARNOLD LEON, A LIFE TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 IX, LINE 11G | SHARED SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,161. FUNDRAISING EXPENSES 11,384. TOTAL EXPENSES 36,545. PAYROLL PROCESSING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,431. FUNDRAISING EXPENSES 647. TOTAL EXPENSES 2,078. TEMPORARY SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,279. FUNDRAISING EXPENSES 2,441. TOTAL EXPENSES 16,720. |
| 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 IX, COLUMN D | TJF IS CHARGED VIA ITS BYLAWS WITH FULL RESPONSIBILITIES FOR FUNDRAISING (DEVELOPMENT), ADMINISTRATION, FISCAL AND EDUCATION REQUIREMENTS OF TJF AND EACH OF ITS SUPPORTING ORGANIZATIONS WHICH HAVE THESE REQUIREMENTS AS PART OF THEIR PLAN OF WORK. THESE EXPENSES AS REPORTED ON THIS FORM 990 ARE RATABLY OFFSET BY THE ADMINISTRATIVE FEE REVENUE WHICH IS CHARGED TO EACH OF THE SUPPORTING ORGANIZATIONS AND REPORTED AS SUCH AS AN EXPENSE ON THEIR RESPECTIVE FORM 990S AS REQUIRED TO BE FILED. |
| 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 AND THE FATHER-IN-LAW OF JAY KLEBANOFF, WHO HOLDS AN EX-OFFICIO DIRECTOR POSITION -ARNOLD LEON, A VOTING LIFE TRUSTEE, IS THE FATHER OF MILES LEON, WHO HOLDS AN EX-OFFICIO DIRECTOR POSITION AND IS MARRIED TO SANDRA LEON, A DIRECTOR. -SCOTT KAPLAN, 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 AND SECRETARY/TREASURER, TEMPLE ISRAEL FOUNDATION, INC. -DIRECTOR, HERBERT AND CAROLYN BANGEL FAMILY FOUNDATION - DISSOLVED AND TERMINATED 12/31/16 -DIRECTOR AND SECRETARY, HELEN G. AND WARREN L. ALECK FOUNDATION - DISSOLVED AND TERMINATED 12/31/16 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICE FOUNDATION INC | ||||||||||
| 5000 CORPORATE WOODS DRIVE SUITE 20 | VIRGINIA BEACH | VA | 23462 | 541680171 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 11 | 0 | |
| CONGREGATION BETH EL FOUNDATION INC | ||||||||||
| 5000 CORPORATE WOODS DRIVE SUITE 20 | VIRGINIA BEACH | VA | 23462 | 541773280 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 11 | 0 | |
| 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 | 0 | |
| HEBREW ACADEMY OF TIDEWATER FOUNDATION INC | ||||||||||
| 5000 CORPORATE WOODS DRIVE SUITE 20 | VIRGINIA BEACH | VA | 23462 | 541882218 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 11 | 0 | |
| TEMPLE ISRAEL FOUNDATION INC | ||||||||||
| 5000 CORPORATE WOODS DRIVE SUITE 20 | VIRGINIA BEACH | VA | 23462 | 541874643 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 11 | 0 | |
| TAVIA AND FREDA GORDON FOUNDATION INC | ||||||||||
| 5000 CORPORATE WOODS DRIVE SUITE 20 | VIRGINIA BEACH | VA | 23462 | 541916632 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 11 | 0 | |
| SIMON FAMILY FOUNDATION | ||||||||||
| 5000 CORPORATE WOODS DRIVE SUITE 20 | VIRGINIA BEACH | VA | 23462 | 541922543 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 11 | 0 | |
| THE HERBERT & CAROLYN BANGEL FAMILY FOUNDATION | ||||||||||
| 5000 CORPORATE WOODS DRIVE SUITE 20 | VIRGINIA BEACH | VA | 23462 | 541990062 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 11 | Yes (1) | TIDEWATER JEWISH FOUNDATION INC |
| COPELAND FAMILY FOUNDATION | ||||||||||
| 5000 CORPORATE WOODS DRIVE SUITE 20 | VIRGINIA BEACH | VA | 23462 | 201512052 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 11 | Yes (1) | TIDEWATER JEWISH FOUNDATION INC |
| 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 | Yes (1) | TIDEWATER JEWISH FOUNDATION INC |
| 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 | Yes (1) | TIDEWATER JEWISH FOUNDATION INC |
| TJF HOLDINGS LLC | ||||||||||
| 5000 CORPORATE WOODS DRIVE SUITE 20 | VIRGINIA BEACH | VA | 23462 | 541934907 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 11 | Yes (1) | TIDEWATER JEWISH FOUNDATION INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SIMON FAMILY FOUNDATION | ||
| C | $78,755 | CASH |
| TAVIA AND FREDA GORDON FOUNDATION INC | ||
| C | $60,553 | CASH |
| TJF HOLDINGS LLC | ||
| C | $960,661 | CASH |
| HERBERT & CAROLYN BANGEL FOUNDATION | ||
| C | $178,398 | CASH |
| HELEN G AND WARREN L ALECK FOUNDATION | ||
| C | $750,525 | CASH |