2018-05-04T07:42:43-05:00 2017-06-30 540737372 PBMARES LLP 150 BOUSH STREET SUITE 400 NORFOLK VA 23510 990 2016-07-01 541653165 TIDEWATER JEWISH FOUNDATION INC TIDE 7579656111 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 SCOTT KAPLAN PRESIDENT/CEO 7579656111 2018-05-03 1 JENNIFER N FRENCH P00659678 7576274644 2018-05-03 X 2016 2022-09-23 18:48:47Z SCOTT KAPLAN 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 7378510 0 X WWW.JEWISHVA.COM X 1992 VA GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. 32 32 5 0 -18013 -28949 4776438 5670989 532215 537027 71049 1156504 -61003 11219 5318699 7375739 4845019 3878498 0 0 557626 587729 0 0 265371 1016213 923297 6418858 5389524 -1100159 1986215 33189529 37423571 2684033 2525899 30505496 34897672 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. 0 0 4352635 3878498 584638 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS 4352635 1 1 0 0 0 1 0 0 0 1 1 1 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 X 28 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X JAMES R PARRISH 7579656111 5000 CORPORATE WOODS DRIVE SUITE VIRGINIA BEACH VA 23462 ALVIN WALL CHAIRMAN; NOMINATING CHAIR 3.00 0.10 X X 0 0 0 AMY LEVY DIRECTOR 0.50 0.10 X 0 0 0 ANNABEL SACKS LIFE TRUSTEE 0.50 0.10 X 0 0 0 ARNOLD LEON LIFE TRUSTEE 0.50 0.10 X 0 0 0 BRITT SIMON DIRECTOR 0.50 0.10 X 0 0 0 EDWARD KRAMER DIRECTOR 1.00 0.10 X 0 0 0 FAY SILVERMAN DIRECTOR 0.50 0.10 X 0 0 0 HAROLD SACKS EXEC DIR. EMERITUS 0.50 0.10 X 0 0 0 JAY KLEBANOFF PRESIDENT UJFT 0.50 0.10 X 0 0 0 JERROLD MILLER DIRECTOR/PAST CHAIRMAN 2.00 0.10 X X 0 0 0 JODY WAGNER DIRECTOR/SECRETARY 2.00 0.10 X X 0 0 0 LAURA GROSS DIRECTOR 0.50 0.10 X 0 0 0 LAWRENCE STEINGOLD CHAIR-ELECT & GRANTS COMMITTEE CHAIR 2.00 0.10 X X 0 0 0 LINDA SPINDEL DIRECTOR 0.50 0.10 X 0 0 0 MARC WEISS INVESTMENT CHAIR 1.00 0.10 X X 0 0 0 MICHAEL BARNEY GIFT ACCEPT.CHAIR 1.00 0.10 X X 0 0 0 MILES LEON DIRECTOR/ PAST PRESIDENT U 0.50 0.10 X 0 0 0 MIMI KARESH LIFE TRUSTEE 0.50 0.10 X 0 0 0 ROBERT COPELAND LIFE TRUSTEE 0.50 0.10 X 0 0 0 ROBERT GOODMAN DIRECTOR 0.50 0.10 X 0 0 0 SANDRA LEON DIRECTOR 0.50 0.10 X 0 0 0 STANWOOD DICKMAN DIRECTOR/TREASURER 3.00 0.10 X X 0 0 0 STEVEN GORDON DIRECTOR 0.50 0.10 X 0 0 0 TODD COPELAND DIRECTOR 0.50 0.10 X 0 0 0 ABBEY HORWITZ DIRECTOR 0.50 0.10 X 0 0 0 STACIE MOSS DIRECTOR 0.50 0.10 X 0 0 0 CHARLES NUSBAUM DIRECTOR 0.50 0.10 X 0 0 0 PAUL PECK DIRECTOR 0.50 0.10 X 0 0 0 RICHARD SAUNDERS DIRECTOR 0.50 0.10 X 0 0 0 JOHN STRELITZ DIRECTOR/PRESIDENT-ELECT U 0.50 0.10 X 0 0 0 MARTIN EINHORN AUDIT & FINANCE CHAIR 2.00 0.10 X X 0 0 0 BYRON HARRELL DIRECTOR 0.50 0.10 X 0 0 0 JAMES R PARRISH TJF CFO 44.00 5.00 X 116926 0 27911 SCOTT KAPLAN PRESIDENT/CEO 44.00 5.00 X 194202 0 26172 311128 0 54083 2 0 1 0 0 1556318 4114671 2092914 5670989 ADMINISTRATIVE FEE INCOME 900099 537027 537027 537027 353503 852 352651 2771 -2771 -2771 -2771 803001 0 803001 803001 17527 785474 PASS-THROUGH K-1 900099 11125 44746 -33621 OTHER INCOME 900099 2865 2865 13990 7375739 584638 -18013 1138125 X 3850580 3850580 27918 27918 363864 273444 90420 169028 94689 74339 4350 2345 2005 15657 9921 5736 34830 23980 10850 6712 5732 980 33850 28911 4939 194023 194023 55343 40871 14472 23682 5 23677 8161 5619 2542 52740 36310 16430 27129 21516 5613 844 582 262 27095 18652 8443 13722 10884 2838 DIRECT FUND EXPENSES 271721 271721 DISTRIBUTIONS FROM CRTS 169455 169455 DISTRIBUTIONS FROM CGA' 32961 32961 DUES 3881 2672 1209 1978 1362 616 5389524 4352635 771518 265371 542067 633640 10564 0 6636 20550 31730 34029 20402 20402 0 0 32598532 36735352 33189529 37423571 9434 9487 63850 11500 2610749 2504912 2684033 2525899 X 5254579 5594284 24250917 28303388 1000000 1000000 30505496 34897672 33189529 37423571 1986215 2405961 0 X X 0 1 X 1 0 X 2445325 3569056 7050034 4776438 5670989 23511842 2445325 3569056 7050034 4776438 5670989 23511842 5619835 17892007 317081 336736 237003 305341 352651 1548812 45778 17481 -5992 2795 13990 74052 25134706 0.71180 0.68110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118 4930535 3211211 14983977 1 1 0 0 958307 102298 10050 1050555 983865 -15983 9575 958307 992151 1582 9868 983865 905525 101501 14875 992151 818756 100880 14111 905525 0.95190 0.04810 0 0 20402 20402 0 0 SPLIT INTEREST AGREEMENT 4336797 F MAIN POOL PORTFOLIO 26000249 F UBS FINANCIAL - SANDLER 250273 F CSV LIFE INSURANCE POLICIES 1554568 F CAP GROUP - M&M SIMON 3247916 F ANNUITIES 542996 F OTHER INVESTMENTS 802553 F 36735352 SPLIT INTEREST AGREEMENT PAYABLE 2504912 2504912 X 10116970 2405961 335270 2741231 7375739 0 7375739 5724794 335270 335270 5389524 0 5389524 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. 1 211PALM BEACH TREASURE COAST INC PO BOX 3588 LANTANA FL 33465 237153017 501(C)(3) 5000 211 HELPLINE ACCESS COLLEGE FOUNDATION 7300 NEWPORT AVENUE NORFOLK VA 235011357 541440734 501(C)(3) 5438 GENERAL OPERATIONS AGUDATH ISRAEL OF MARYLAND 6202 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521101027 501(C)(3) 5000 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) 35000 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) 6900 2017 PALM BEACH SCOPUS AWARD AMERICAN FRIENDS OF YESHIVA D'MIR INC 5227 NEW UTRECHT AVENUE BROOKLYN NY 11219 132946608 501(C)(3) 7500 GENERAL OPERATIONS AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 100174014 131656634 501(C)(3) 17000 ANNUAL CAMPAIGN ANTI-DEFAMATION LEAGUE (ADL) - DC 1100 CONNECTICUT AVENUE NW SUITE 1020 WASHINGTON DC 20036 131818723 501(C)(3) 5000 GENERAL OPERATIONS APPALACHIAN STATE UNIVERSITY FOUNDATION PO BOX 32064 BOONE NC 28608 237099379 501(C)(3) 17500 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) 23000 GENERAL OPERATIONS B'NAI ISRAEL CONGREGATION 420 SPOTSWOOD AVENUE NORFOLK VA 23507 540676434 501(C)(3) 28040 REFURBISHMENT PROJECT, COMMUNITY PROMOTION, GENERAL OPERATIONS BAIS MEDRASH MAYAN HATORAH INC 101 MILTON STREET LAKEWOOD NJ 08701 202925281 501(C)(3) 18000 ANNUAL CAMPAIGN BAIS TOVAL INC 555 OAK STREET LAKEWOOD NJ 08701 223674957 501(C)(3) 5000 GENERAL OPERATIONS BEGIN AGAIN FOUNDATION 2612 WILLOWLAWN WAY VIRGINIA BEACH VA 234568318 475223416 501(C)(3) 5288 LOUNGE SPONSORSHIP BETH MEDRASH GOVOHA OF AMERICA 601 PRIVATE WAY LAKEWOOD NJ 08701 210634542 501(C)(3) 20500 GENERAL OPERATIONS BETH SHOLOM HOME OF EASTERN VIRGINIA 6401 AUBURN DRIVE VIRGINIA BEACH VA 234646841 541862383 501(C)(3) 80180 OPERATIONS AND CAPITAL CAMPAIGN BINA HIGH SCHOOL 425 WASHINGTON PARK NORFOLK VA 23517 562620428 501(C)(3) 102515 GENERAL OPERATIONS, COMPUTER LAB BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 5000 GENERAL OPERATIONS CAPE HENRY COLLEGIATE SCHOOL INC 1320 MILL DAM ROAD VIRGINIA BEACH VA 23454 540793766 501(C)(3) 29440 BRIDGE TO THE FUTURE CAMPAIGN AND OTHER SUPPORT CHABAD-LUBAVITCH OF TIDEWATER 1920 COLLEY AVENUE NORFOLK VA 23517 521199141 501(C)(3) 55619 GENERAL OPERATIONS CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 571149613 501(C)(3) 20000 GENERAL OPERATIONS CHILDREN'S HOSPITAL OF THE KINGS DAUGHTERS POST OFFICE BOX 2156 NORFOLK VA 235019873 540506321 501(C)(3) 7845 GENERAL OPERATIONS CONGREGATION BETH CHAVERIM 3820 STONESHORE ROAD VIRGINIA BEACH VA 23452 541221155 501(C)(3) 5300 FOR RABBI'S RETIREMENT FUNDS CONGREGATION BETH EL 422 SHIRLEY AVENUE NORFOLK VA 23517 540647479 501(C)(3) 85397 CELEBRATING JUDAISM THROUGH THE ARTS, GENERAL OPERATIONS CONGREGATION TIFERES TZVI 11 - 12TH STREET LAKEWOOD NJ 08701 134107680 501(C)(3) 83500 GENERAL OPERATIONS DOCTORS WITHOUT BORDERS USA 333 SEVENTH AVENUE NEW YORK NY 10001 133433452 501(C)(3) 10000 GENERAL OPERATIONS FOODBANK OF SOUTHEASTERN VIRGINIA PO BOX 1940 NORFOLK VA 23501 521219783 501(C)(3) 8403 GENERAL OPERATIONS FRIENDS OF NORFOLK DSS FOSTER CARE DIVISION 999 WATERSIDE DRIVE SUITE 2300 NORFOLK VA 23510 812887214 501(C)(3) 15000 GENERAL OPERATIONS FURMAN UNIVERSITY 3300 POINSETT HIGHWAY GREENVILLE SC 29613 570314395 5000 GENERAL OPERATIONS GENE-ARATIONS INC 1755 46TH STREET BROOKLYN NY 112041270 470968279 501(C)(3) 10000 GENERAL OPERATIONS HARON INC 125 MAIDEN LANE SUITE 8B NEW YORK NY 10038 131623922 501(C)(3) 37500 GENERAL OPERATIONS HEBREW ACADEMY OF CLEVELAND 1860 SOUTH TAYLOR ROAD CLEVELAND HEIGHTS OH 44118 340714428 501(C)(3) 15000 GENERAL OPERATIONS HEBREW ACADEMY OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 180 VIRGINIA BEACH VA 23462 540629620 501(C)(3) 192695 GENERAL OPERATIONS, FACULTY EDUCATION WORKSHOP AND SCHOLARSHIPS HILLEL AT VIRGINIA TECH 710 TOMS CREEK ROAD BLACKSBURG VA 24060 900406012 501(C)(3) 28351 HONORARIUMS, HOLOCAUST AWARENESS AND FEMALE LEADERSHIP IPTAY PO BOX 1529 CLEMSON SC 296331529 465666637 501(C)(3) 28400 SCHOLARSHIP DONATIONS ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD WARRINGTON PA 18976 232519029 501(C)(3) 5000 GENERAL OPERATIONS JEWISH COMMUNITY FEDERATION OF CLEVELAND 1750 EUCLID AVENUE CLEVELAND OH 44115 340714445 501(C)(3) 5000 GENERAL OPERATIONS JEWISH COMMUNITY FOUNDATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 501(C)(3) 5000 SHABBAT PROJECT SOUTH AFRICA JEWISH FAMILY SERVICE OF TIDEWATER 5000 CORPORATE WOODS DRIVE VIRGINIA BEACH VA 23462 540854002 501(C)(3) 44128 GENERAL OPERATIONS, HEALTHY LIVING JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD SUITE 100 NORTH BETHSDA MD 20852 530212445 501(C)(3) 5000 LION OF JUDAH JEWISH FED OF SOUTH PALM BEACH 9901 DONNA KLINE BOULEVARD BOCA RATON FL 334281788 591945109 501(C)(3) 16721 GENERAL OPERATIONS JEWISH FEDERATION OF PALM BEACH COUNTY INC 1 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33417 590948696 501(C)(3) 15000 GENERAL OPERATIONS JOHNS HOPKINS UNIVERSITY 600 N WOLFE STREET BALTIMORE MD 212879015 520595110 501(C)(3) 10000 GENERAL OPERATIONS KAD RIVKAH-HACHNOSAS KOLLOH FUND INC 5101 17TH AVENUE BROOKLYN NY 11204 521557612 501(C)(3) 33000 KOLLEL DIVISION KEREN NESIVOS MOSHE - FUND FOR TORAH CHINUCH IN ISRAEL INC 1451 47TH STREET BROOKLYN NY 11219 134003987 501(C)(3) 18000 GENERAL OPERATIONS KEREN YEHOSHUA V'YISROEL INC 125 CAREY STREET LAKEWOOD NJ 08701 223209160 501(C)(3) 185800 GENERAL OPERATIONS KOLLEL BNEI YESHIVAS 2402 AVENUE P BROOKLYN NY 11229 113014287 12500 GENERAL OPERATIONS MORSELIFE FOUNDATION INC 4847 FRED GLADSTONE DRIVE WEST PALM BEACH FL 33417 592774476 501(C)(3) 28850 GENERAL OPERATIONS NATIONAL SOCITY FOR HEBREW DAY SCHOOLS 620 FOSTER AVENUE 6TH FLOOR BROOKLYN NY 11230 135564128 501(C)(3) 6800 GENERAL OPERATIONS NER ISRAEL RABBINICAL COLLEGE 400 MOUNT WILSON LANE BALTIMORE MD 21208 520660881 501(C)(3) 43680 GENERAL OPERATIONS NORFOLK ACADEMY 1585 WESLEYAN DRIVE NORFOLK VA 235025591 540551901 501(C)(3) 7250 GENERAL OPERATIONS NORFOLK AREA COMMUNITY KOLLEL 420 SPOTSWOOD AVENUE NORFOLK VA 23517 542037581 501(C)(3) 237500 LEARNING & EDUCATION DIVISION, GENERAL SUPPORT ODU EDUCATIONAL FOUNDATION 4417 MONARCH WAY NORFOLK VA 23529 546052014 501(C)(3) 5769 ODU SCHOLARSHIP PROGRAM OHEF SHOLOM TEMPLE 530 RALEIGH AVENUE NORFOLK VA 23507 546002056 501(C)(3) 31225 GENERAL OPERATIONS, L'HAZAK, TEMPLE DIRECTORY OLD DOMINION UNIVERSITY ATHLETIC FOUNDATION 4417 MONARCH WAY 4TH FLOOR NORFOLK VA 235290201 546051933 501(C)(3) 8000 GENERAL OPERATIONS OPERATION OPEN CURTAIN 2350 5TH AVE NEW YORK NY 10001 237167089 501(C)(3) 42600 GENERAL OPERATIONS PAILE YOEDZ 51A TORA ROAD MT KISCO NY 10549 113555819 501(C)(3) 12600 GENERAL OPERATIONS PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA 2300 N FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 591391115 501(C)(3) 9340 SPONSOR RABBINICAL COLLEGE OF TELSHE INC 28400 EUCLID AVENUE WYCKLIFFE OH 44092 340801310 501(C)(3) 5000 GENERAL OPERATIONS REFUAH YESHUAH 5229 NEW UTRECHT AVENUE BROOKLYN NY 11219 113037664 501(C)(3) 5000 GENERAL OPERATIONS RODEF SHOLOM TEMPLE 401 CITY CENTER BLVD NEWPORT NEWS VA 23606 540647222 501(C)(3) 149500 RELOCATION FUND SEPHARDIC FOOD FUND INC 8 WEST 40TH STREET 4TH FLOOR NEW YORK NY 100182278 562307777 501(C)(3) 5000 GENERAL OPERATIONS STAM GEMILAS CHESED FUND INC 615 FOREST AVENUE LAKEWOOD NJ 08701 222371278 501(C)(3) 37500 GENERAL OPERATIONS TALMUDICAL ACADEMY OF NORFOLK 612 COLONIAL AVENUE NORFOLK VA 235071805 421594790 501(C)(3) 37834 GENERAL OPERATIONS TEMPLE EMANUEL 424 25TH STREET VIRGINIA BEACH VA 234513229 541062067 501(C)(3) 9600 GENERAL OPERATIONS, TEFILLAH TUBE TEMPLE ISRAEL 7255 GRANBY STREET NORFOLK VA 23505 540563380 501(C)(3) 47107 RABBI'S DISCRETIONARY FUND, GENERAL OPERATIONS THE AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVENUE NW WASHINGTON DC 20016 530196549 501(C)(3) 10000 CENTER FOR ISRAEL STUDIES TORAH LIVE INCORPORATED 206 A WYNATT STREET LAKEWOOD NJ 08701 460643106 501(C)(3) 16000 GENERAL OPERATIONS TORAS CHAIM 3110 STERLING POINT DRIVE PORTSMOUTH VA 23703 412027554 501(C)(3) 210415 GENERAL OPERATIONS, SCIENCE LAB AND SCHOLARSHIPS TORAS EMETH ACADEMY 540 N LA BREA AVENUE LOS ANGELES CA 90036 951962397 501(C)(3) 8000 GENERAL OPERAIONS UJFT COMMUNITY CAMPUS LLC 5000 CORPORATE WOODS DRIVE VIRGINIA BEACH VA 234624370 043677481 501(C)(3) 24250 SFC COMMUNITY SECURITY PROGRAM UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA 11 BROADWAY FL 14 NEW YORK NY 100041315 135623717 501(C)(3) 10000 GENERAL OPERATIONS UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE VIRGINIA BEACH VA 234624370 540535603 501(C)(3) 1119533 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) 32500 GENERAL OPERATIONS UNIV OF RICHMOND LAW SCHOOL ASSOCIATION 28 WESTHAMPTON WAY RICHMOND VA 23173 540854846 501(C)(3) 5000 GIFT TO LAW SCHOOL FOR STUDENT SUMMER STIPENDS UNIVERSITY OF VIRGINIA HILLEL 1824 UNIVERSITY CIRCLE CHARLOTTESVILLE VA 229031886 546061871 501(C)(3) 7500 GENERAL OPERATIONS UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 580 MASSIE ROAD CHARLOTTESVILLE VA 22903 540838566 501(C)(3) 10250 GENERAL OPERATIONS VIRGINIA BEACH RESCUE SQUAD FOUNDATION INC 740 VIRGINIA BEACH BLVD VIRGINIA BEACH VA 23451 510242962 501(C)(3) 5000 STATION 8 BUILDING FUND WAKE FOREST UNIVERSITY HEALTH SCIENCES 100 MEDICAL CENTER BLVD WINSTON SALEM NC 27157 223849199 501(C)(3) 8395 BOWMAN GREY CENTER FOR MEDICAL EDUCATION WESTERN WALL HERITAGE FOUNDATION INC 587 FIFTH AVENUE NEW YORK NY 100171921 133468352 501(C)(3) 25000 GENERAL OPERATIONS WOODROW WILSON INT'L CENTER FOR SCHOLARS 1300 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521067541 501(C)(3) 6000 GENERAL OPERAIONS YESHIVA SHAAREI OORAH 685 8TH STREET LAKEWOOD NJ 08701 270206446 501(C)(3) 8500 GENERAL OPERATIONS YESHIVA TORAS ARON INC 285 RIVER AVENUE LAKEWOOD NJ 08701 202688567 501(C)(3) 102000 GENERAL OPERATIONS SCHOLARSHIPS AT VIRGINIA TECH 3 27918 CASH 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. X X X X 0 0 0 0 0 0 0 0 0 SCOTT KAPLAN PRESIDENT/CEO 152179 0 0 0 42023 0 5222 0 20950 0 220374 0 0 0 X 50 2092914 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): NUMBER OF DONATIONS RECEIVED 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 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 TIDEWATER JEWISH FOUNDATION INC 1 COPELAND FAMILY FOUNDATION 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23462 201512052 SUPPORTING ORGANIZATION VA 501(C)(3) 11 TIDEWATER JEWISH FOUNDATION INC 1 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 TIDEWATER JEWISH FOUNDATION INC 1 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 TIDEWATER JEWISH FOUNDATION INC 1 TJF HOLDINGS LLC 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23462 541934907 SUPPORTING ORGANIZATION VA 501(C)(3) 11 TIDEWATER JEWISH FOUNDATION INC 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SIMON FAMILY FOUNDATION C 78755 CASH TAVIA AND FREDA GORDON FOUNDATION INC C 60553 CASH TJF HOLDINGS LLC C 960661 CASH HERBERT & CAROLYN BANGEL FOUNDATION C 178398 CASH HELEN G AND WARREN L ALECK FOUNDATION C 750525 CASH