2016-05-12T14:08:37-05:00 2015-06-30 540737372 PBMARES LLP 150 BOUSH STREET SUITE 400 NORFOLK VA 23510 990 2014-07-01 541653165 TIDEWATER JEWISH FOUNDATION INC TIDE 7579656111 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 SCOTT KAPLAN PRESIDENT/CEO 7579656111 2016-05-11 1 JENNIFER N FRENCH P00659678 7576274644 2016-05-11 X 2014 2016-08-17 19:52:53Z SCOTT KAPLAN 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 9059755 0 X WWW.JEWISHVA.COM X 1992 VA GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. 30 30 6 43 64201 50250 3569056 7050034 611156 568499 1456516 1438111 17481 3111 5654209 9059755 3202601 4099264 0 0 643075 491610 0 0 241364 965890 977752 4811566 5568626 842643 3491129 32928137 35258726 3058293 3047713 29869844 32211013 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. 0 0 4587040 4099264 552012 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS 4587040 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 38 0 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 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 X BRITT SIMON DIRECTOR 0.50 0.10 X 0 0 0 EMILY NIED DIRECTOR 0.50 0.10 X 0 0 0 EDWARD KRAMER DIRECTOR 0.50 0.10 X 0 0 0 STEVEN GORDON DIRECTOR 0.50 0.10 X 0 0 0 SANDRA LEON DIRECTOR 0.50 0.10 X 0 0 0 ALVIN WALL DIRECTOR 0.50 0.10 X 0 0 0 ANNABEL SACKS LIFE TRUSTEE/EXEC. COMM. C 0.50 0.10 X 0 0 0 RON KRAMER DIRECTOR/PAST CHAIRMAN 2.00 0.10 X 0 0 0 MICHAEL BARNEY DIRECTOR/GIFT ACCEPT.CHAIR 1.00 0.10 X X 0 0 0 HAROLD SACKS EXEC DIR. EMERITUS 0.50 0.10 X 0 0 0 JASON HOFFMAN DIRECTOR/PROF ADVISORY CHAIR 2.00 0.10 X X 0 0 0 JERROLD MILLER DIRECTOR/CHAIRMAN NOMINATING 2.00 0.10 X X 0 0 0 LAWRENCE STEINGOLD DIRECTOR/AUDIT & FINANCE C 2.00 0.10 X X 0 0 0 ROBERT COPELAND LIFE TRUSTEE/EXEC. COMM. C 0.50 0.10 X 0 0 0 STANWOOD DICKMAN DIRECTOR/TREASURER 3.00 0.10 X X 0 0 0 JODY WAGNER DIRECTOR/SECRETARY 2.00 0.10 X X 0 0 0 KEVIN LEFCOE DIRECTOR 0.50 0.10 X 0 0 0 STEWART KAHN DIRECTOR 0.50 0.10 X 0 0 0 MILES LEON DIRECTOR 0.50 0.10 X 0 0 0 ROBERT GOODMAN DIRECTOR 0.50 0.10 X 0 0 0 AMY LEVY DIRECTOR 0.50 0.10 X 0 0 0 LAURA GROSS DIRECTOR 0.50 0.10 X 0 0 0 LAWRENCE SIEGEL DIRECTOR 0.50 0.10 X 0 0 0 DR LEIGH BALTUCH DIRECTOR 0.50 0.10 X 0 0 0 MIMI KARESH LIFE TRUSTEE 0.50 0.10 X 0 0 0 ARNOLD LEON LIFE TRUSTEE 0.50 0.10 X 0 0 0 JAY KLEBANOFF PRESIDENT ELECT-UJFT 0.50 0.10 X 0 0 0 FAY SILVERMAN DIRECTOR 0.50 0.10 X 0 0 0 MARC WEISS DIRECTOR 0.50 0.10 X 0 0 0 LINDA SPINDEL DIRECTOR 0.50 0.10 X 0 0 0 JAMES R PARRISH TJF CFO 44.00 5.00 X 122132 0 24342 SCOTT KAPLAN PRESIDENT/CEO AS OF 11/7/14 44.00 5.00 X 28837 0 2207 150969 0 26549 1 0 0 0 0 7050034 1392758 7050034 ADMINISTRATIVE FEE INCOME 900099 568499 568499 568499 228329 429 227900 9103 0 9103 9103 9103 1209782 0 1209782 1209782 44174 1165608 JEWISH COMMUNITY ENDOWMENT POOL, 900099 10495 10495 OTHER INCOME 900099 -16487 -16487 -5992 9059755 552012 64201 1393508 4060499 4060499 38765 38765 274840 206542 68298 146396 85668 60728 4239 4239 33146 9323 23823 32989 22822 10167 8956 8956 32900 32900 188756 188756 84772 70565 14207 26632 26632 29600 10298 19302 30101 25896 4205 24045 24045 2965 2965 28465 14463 14002 11263 11263 UBIT 9186 9186 DISTRIBUTIONS FROM CRTS 224418 224418 DIRECT FUND EXPENSES 214309 214309 DISTRIBUTIONS FROM CGAS 49049 49049 12335 12335 5568626 4587040 740222 241364 804189 500028 504555 404027 275171 290905 5970 22047 20402 20402 0 0 31338252 34041719 32928137 35258726 5233 4286 9800 5300 3043260 3038127 3058293 3047713 X 5463648 4613599 23406196 26597414 1000000 1000000 29869844 32211013 32928137 35258726 X 3491129 -1090116 -59844 X X 0 1 X 1 0 X 1030487 2121148 2445325 3569056 7050034 16216050 1030487 2121148 2445325 3569056 7050034 16216050 5110844 11105206 276752 276817 317081 336736 237003 1444389 17233 123239 45778 17481 -5992 197739 17858178 0.62190 0.67870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107 3882588 3813796 12877832 1 1 0 0 992151 1582 9868 983865 905525 101501 14875 992151 818756 100880 14111 905525 835151 -3681 12714 818756 756442 90994 12285 835151 1.00000 0 0 20402 20402 0 0 SPLIT INTEREST AGREEMENT 5343331 F MAIN POOL PORTFOLIO 23371331 F UBS FINANCIAL-SANDLER 277748 F UBS FINANCIAL-JAFFE 88108 F CSV LIFE INSURANCE POLICIES 1245963 F CAP GROUP -M&M SIMON 3074284 F ANNUITIES 640954 C 34041719 SPLIT INTEREST AGREEMENT PAYABLE 3038127 3038127 X 8258468 -1090116 348672 -741444 8999912 59843 59843 9059755 5917298 348672 348672 5568626 0 5568626 PART V, LINE 4: ENDOWMENT FUND CORPUS PERMANENTLY RESTRICTED WITH EARNINGS DESIGNATED TO FUND GRANTS TO LOCAL AGENCIES. PART X, LINE 2: TJF, ITS SUPPORTING FOUNDATIONS, AND AFFILIATES, ARE QUALIFYING NONPROFIT ENTITIES AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE THEREFORE EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT ON NET INCOME GENERATED FROM UNRELATED BUSINESS TAXABLE INCOME. FOR THE YEAR ENDED JUNE 30, 2015, INCOME TAXES ASSOCIATED WITH INVESTMENT EARNINGS SUBJECT TO UNRELATED BUSINESS INCOME TAXES WERE $28,560 AND ARE INCLUDED IN REALIZED AND UNREALIZED GAINS (LOSSES) IN THE COMBINED STATEMENT OF ACTIVITIES AND ALLOCATED TO ALL THE ORGANIZATIONS INCLUDED IN THE COMBINED FINANCIAL STATEMENTS AND THEIR FUNDS THAT PARTICIPATE IN THE INVESTMENT POOL. 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, 2015. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES INCURRED, IF ANY, RELATED TO INCOME TAX POSITIONS AS OTHER INTEREST EXPENSE AND PENALTIES EXPENSE, RESPECTIVELY. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY ADMIN FEE 348,672. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSSES MILLER CLAT 59,843. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY ADMIN FEE 348,672. 1 ACCESS COLLEGE FOUNDATION 7300 NEWPORT AVENUE SUITE 500 NORFOLK VA 23501 541440734 501(C)3 5341 IN SUPPORT OF SCHOLARSHIPS AMERICN COMMITTEE FOR SHAARE ZEDEK HOSPITAL IN JERUSALEM 49 WEST 45TH STREET NEW YORK NY 10036 135645878 501(C)3 15000 GENERAL SUPPORT AMERICAN FRIENDS OF HAMEDRESH TAHAROS C/O BR 127 ROUTE 59 MONSEY NY 10952 113427755 501(C)3 50000 GENERAL SUPPORT AMERICAN FRIENDS OF TEL AVIV UNIVERSITY INC 39 BROADWAY 1510 NEW YORK NY 10006 131996126 501(C)3 5000 GENERAL SUPPORT AMERICAN FRIENDS OF YESHIVA D'MIR INC 5227 NEW UTRECHT AVENUE BROOKLYN NY 11219 132946608 501(C)3 20000 GENERAL SUPPORT/EMERGENCY CAMPAIGN AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 521623781 501(C)3 180000 GENERAL SUPPORT AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVE 10TH FLOOR NEW YORK NY 100174014 131656634 501(C)3 41000 GENERAL SUPPORT AN ACHIEVABLE DREAM INC 10858 WARWICK BLVD SUITE A NEWPORT NEWS VA 23601 541621932 501(C)3 5000 GENERAL SUPPORT ANTI-DEFAMATION LEAGUE - DCNY 1100 CONNECTICUT AVE NW SUITE 1020 WASHINGTON DC 20036 131818723 501(C)3 11500 GENERAL SUPPORT AND ADL LECTURE SERIES ASCENT-INNER DIMENSIONS OF JEWISH LIFESTYLES INC 383 KINGSTON AVENUE ROOM 28 BROOKLYN NY 112134333 112879462 501(C)3 5600 GENERAL SUPPORT BAIS MEDRASH MAYAN HATORAH INC 101 MILTON STREET LAKEWOOD NJ 08701 202925281 501(C)3 28600 GENERAL SUPPORT BAIS RIVKA ROCHEL INC 285 RIVER AVENUE LAKEWOOD NJ 08701 223482834 501(C)3 100000 GENERAL SUPPORT BETH MEDRASH GOVOHA OF AMERICA 617 SIXTH STREET LAKEWOOD NJ 08701 210634542 501(C)3 30000 GENERAL SUPPORT BETH SHOLOM HOME OF EASTERN VIRGINIA 6401 AUBURN DRIVE VIRGINIA BEACH VA 23464 541862383 501(C)3 20089 GENERAL SUPPORT,MAHJONG TOURNAMENT, HOLIDAY FUND, FRIENDS OF THE VILLAGE BINA HIGH SCHOOL 425 WASHINGTON PARK NORFOLK VA 23517 562620428 501(C)3 49300 GENERAL SUPPORT BOYS AND GIRLS CLUBS OF SOUTHEAST VIRGINIA 3415 AZALEA GARDEN ROAD NORFOLK VA 23513 540515764 501(C)3 10000 GENERAL SUPPORT CAPE HENRY COLLEGIATE 1320 MILL DAN ROAD VIRGINIA BEACH VA 23454 540793766 501(C)3 20500 BRIDGE OF THE FUTURE, GENERAL SUPPORT CHABAD-LUBAVITCH OF TIDEWATER 1920 COLLEY AVE NORFOLK VA 23517 521199141 501(C)3 24650 GENERAL SUPPORT CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 270724903 501(C)3 20000 BROCK ENVIRONMENTAL CENTER CONGREGATION AND YESHIVA BETH HILLEL 470 EAST 2ND STREET BROOKLYN NY 11218 134101606 501(C)3 18000 GENERAL SUPPORT CONGREGATION BETH CHAVERIM 3820 STONESHORE ROAD VIRGINIA BEACH VA 23452 541221155 501(C)3 19650 SUPPORT OF OPS CONGREGATION BETH EL 422 SHIRLEY AVENUE NORFOLK VA 23517 540647479 501(C)3 50938 GENERAL SUPPORT CONGREGATION K'HAL YEREIM 1771 S TAYLOR ROAD CLEVELAND HEIGHTS OH 44118 341314156 501(C)3 10000 GENERAL SUPPORT CONGREGATION KNESSES BAIS LEVI 1423 N LAKE DRIVE LAKEWOOD NJ 08701 455285456 501(C)3 15000 GENERAL SUPPORT CONGREGATION TIFERES TZVI 11 - 12TH STREET LAKEWOOD NJ 08701 134107680 501(C)3 172000 GENERAL SUPPORT DESTINY FOUNDATION 564 MARC DRIVE LAKEWOOD NJ 08701 383291795 501(C)3 24000 GENERAL SUPPORT DOCTORS WITHOUT BORDERS USA 333 SEVENTH AVENUE NEW YORK NY 10001 133433452 501(C)3 10000 GENERAL SUPPORT FOODBANK OF SOUTHEASTERN VIRGINIA POST OFFICE BOX 1940 NORFOLK VA 23501 521219783 501(C)3 10341 SUPPORT OF OPS HEBREW ACADEMY OF CLEVELAND 1860 SOUTH TAYLOR RD CLEVELAND HEIGHTS OH 44118 340714428 501(C)3 214250 GENERAL SUPPORT HEBREW ACADEMY OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 180 VIRGINIA BEACH VA 23462 540629620 501(C)3 114182 GENERAL SUPPORT HILLEL AT VIRGINIA TECH 710 TOMS CREEK ROAD BLACKSBURG VA 24060 900406012 501(C)3 21400 CAPITAL CAMPAIGN, ONWARD ISRAEL ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE H WARRINGTON PA 18976 232519029 501(C)3 6000 PARTNERSHIPS AND SERVICE CAMPANIONS JEWISH COMMUNITY FOUNDATION OF CLEVELAND 25701 SCIENCE PARK DRIVE SHAKER HEIGHTS OH 44122 340714445 501(C)3 186000 GENERAL SUPPORT JEWISH FAMILY SERVICE OF TIDEWATER 260 GRAYSON ROAD VIRGINIA BEACH VA 23462 540854002 501(C)3 38183 HOME HEALTH CONSULTANT, OPERATIONS, WOHL SUPPORT, HUNGER FEAST, SIHL JEWISH FEDERATION OF GREATER WASHINGTON 6101 MONTROSE ROAD ROCKVILLE MD 208524816 530212445 501(C)3 5000 GENERAL SUPPORT JEWISH FEDERATION OF SOUTH PALM BEACH 9901 DONNA KLINE BOULEVARD BOCA RATON FL 33428 591945109 501(C)3 21650 GENERAL SUPPORT JEWISH FEDERATION OF PALM BEACH COUNTY INC 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 590948696 501(C)3 15100 DONATION CAMPAIGN JOHN HOPKINS UNIVERSITY 600 N WOLFE STREET BALTIMORE MD 212879015 520595110 501(C)3 10000 GENERAL SUPPORT JUNIOR ACHIEVEMENT 6325 N CENTER DRIVE BLDG 8 SUITE 120 NORFOLK VA 23502 540799839 501(C)3 5000 GENERAL SUPPORT KAD RIVKAH-HACHNOSAS KOLLOH FUND INC 5101 17TH AVENUE C/O CARLEBACH BROOKLYN NY 11204 521557612 501(C)3 28600 GENERAL SUPPORT KEREN HASHVIIS INC 4520 18TH AVENUE BROOKLYN NY 11204 464203790 501(C)3 25000 GENERAL SUPPORT KEREN YEHOSHUA V'YISROEL INC 125 CAREY STREET LAKEWOOD NJ 08701 223209160 501(C)3 86450 GENERAL SUPPORT KOL TORAH 3768 SHANNON ROAD CLEVELAND HEIGHTS OH 77118 341834665 501(C)3 5000 GENERAL SUPPORT MARILYN AND MARVIN SIMON FAMILY JEWISH COMMUNITY CENTER 5000 CORPORATE WOODS DRIVE SUITE 100 VIRGINIA BEACH VA 234624370 540616479 501(C)3 85497 PATRON OF THE ARTS, CELEBRATE ISRAEL, SIMON FAMILY BOOK FAIR, GENERAL SUPPORT MESIVTA NEIMUS HATORAH INC 6104 PARK HEIGHTS AVENUE BALTIMORE MD 212153624 562664286 501(C)3 5000 GENERAL SUPPORT MESIVTA YESHIVA RABBI CHAIM BERLIN 1605 CONEY ISLAND AVENUE BROOKLYN NY 11230 112225154 501(C)3 5000 GENERAL SUPPORT MORSELIFE FOUNDATION INC 4847 FRED GLADSTONE DRIVE WEST PALM BEACH FL 33417 592774476 501(C)3 10000 LEADERSHIP CIRCLE NER ISRAEL RABBINICAL COLLEGE 400 MOUNT WILSON LANE BALTIMORE MD 21208 520660881 501(C)3 12000 GENERAL SUPPORT NORFOLK ACADEMY 1585 WESLEYAN DRIVE NORFOLK VA 235025591 540551901 501(C)3 7750 GENERAL SUPPORT-ANNUAL CAMPAIGN FOR FINE ARTS NORFOLK AREA COMMUNITY KOLLEL 420 SPOTSWOOD AVENUE NORFOLK VA 23517 542037581 501(C)3 15000 GENERAL SUPPORT NYU LANGONE MEDICAL CENTER ONE PARK AVENUE 17TH FLOOR NEW YORK NY 10016 135562308 501(C)3 7000 MAY 7TH EVENT ODU EDUCATIONAL FOUNDATION 4417 MONARCH WAY 4TH FLOOR NORFOLK VA 253290201 546052014 501(C)3 12284 JEWISH STUDIES, SCHOLARSHIP PROGRAM, GENERAL OPERATIONS OHEF SHOLOM TEMPLE 530 RALEIGH AVENUE NORFOLK VA 23507 546002056 501(C)3 35278 GENERAL SUPPORT, PILLAR OF THE TEMPLE, MEN'S CLUB OLD DOMINION UNIVERSITY ATHLETIC FOUNDATION 4417 MONARCH WAY 4TH FLOOR NORFOLK VA 235290201 546051933 501(C)3 8000 BASKETBALL BUILDING OPERATION OPEN CURTAIN 230 FIFTH AVENUE SUITE 918 NEW YORK NY 10001 237167089 501(C)3 65800 GENERAL SUPPORT PLANNED PARENTHOOD OF PALM BEACH AREA INC 2300 N FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 591391115 501(C)3 9550 GENERAL SUPPORT PORTSMOUTH MUSEUM FOUNDATION INC 521 MIDDLE STREET PORTSMOUTH VA 23704 541703447 501(C)3 10000 GENERAL SUPPORT PRESERVATION OF FOUNDATION OF PALM BEACH INC 311 PERUVIAN AVENUE PALM BEACH FL 33480 591989832 501(C)3 9200 SPONSORSHIP RABBINICAL COLLEGE OF TELSHE INC 3618 SHANNON ROAD CLEVELAND OH 44118 340801310 501(C)3 60000 GENERAL SUPPORT RODEF SHOLOM TEMPLE 318 WHEALTON ROAD HAMPTON VA 23666 540647222 501(C)3 8350 GENERAL SUPPORT, EDUCATION COORDINATOR POSITION RUTH AND NORMAN RALES JEWISH FAMILY SERVICES 21300 RUTH AND BARON COLEMAN BLVD BOCA RATON FL 33428 651115689 501(C)3 9500 HELP GEZA SPIERER HOLOCAUST SURVIVOR SEMINARY NETZACH ISRAEL 125 LIBERTY DRIVE LAKEWOOD NJ 08701 116039894 501(C)3 24000 GENERAL SUPPORT SAINT MARY'S HOME FOR DISABLED CHILDREN FOUNDATION 6171 KEMPSVILLE CIRCLE NORFOLK VA 23502 541868069 501(C)3 5000 GENERAL SUPPORT STAM GEMILAS CHESED FUND INC 615 FOREST AVENUE LAKEWOOD NJ 08701 222371278 501(C)3 30000 GENERAL SUPPORT TALMUDICAL ACADEMY OF NORFOLK 612 COLONIAL AVE NORFOLK VA 235071805 421594790 501(C)3 76000 GENERAL SUPPORT AND BUILDING FUND TEMECH INC 45 BROADWAY 25TH FLOOR NEW YORK MD 10006 451285521 501(C)3 18500 GENERAL SUPPORT TEMPLE EMANUEL 424 25TH STREET VIRGINIA BEACH VA 23451 541062067 501(C)3 10780 GENERAL SUPPORT TEMPLE ISRAEL 7255 GRANBY STREET NORFOLK VA 23505 540563380 501(C)3 46481 GENERAL SUPPORT, RABBI'S DISCRETIONARY FUND TEMPLE ISRAEL FOUNDATION 5000 CORPORATE WOODS DRIVE SUITE 200 VIRGINIA BEACH VA 23462 541874643 501(C)3 120442 GENERAL SUPPORT TORAH LIFE INSTITUTE OF CLEVELAND 3618 SHANNON ROAD CLEVELAND HEIGHTS OH 44118 341837292 501(C)3 18000 DR. WALTER STARK GIFT FUND/GENERAL SUPPORT TORAS CHAIM THE RABBI CHAIM SHERESHEVSKY INST 3110 STERLING POINT DRIVE PORTSMOUTH VA 23703 412027554 501(C)3 186040 GENERAL SUPPORT, SCHOLARSHIPS, CLASSROOMS TORAS EMETH ACADEMY 555 N LA BREA AVENUE LOS ANGELES CA 90036 951962397 501(C)3 18000 GENERAL SUPPORT UNITED JEWISH COMMUNITY OF THE VA PENINSULA 401 CITY CENTER BLVD NEWPORT NEWS VA 23606 540480621 501(C)3 31225 GENERAL SUPPORT UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 200 VIRGINIA BEACH VA 23462 540535603 501(C)3 1055327 GENERAL SUPPORT AND HOLOCAUST COMMISSION UNITED WAY OF S HAMPTON ROADS PO BOX 41069 NORFOLK VA 235411069 540506322 501(C)3 50250 GENERAL SUPPORT, TOCQUERVILLE SOCIETY UNIVERSITY OF RICHMOND LAW SCHOOL ASSOCIATION 28 WESTHAMPTON WAY RICHMOND VA 23173 540854846 501(C)3 5000 LSSA BOARD LAW SUMMER STIPEND UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 580 MASSIE ROAD CHARLOTTESVILLE VA 22903 540838566 501(C)3 7750 LEON PROFESSORSHIP, GENERAL SUPPORT VIRGINIA LIVING MUSEUM 524 J CLYDE MORRIS BLVD NEWPORT NEWS VA 23601 546055922 501(C)3 5000 HILLEL JEWISH CENTER VIRGINIA WESLEYAN COLLEGE 1584 WESLEYAN DRIVE NORFOLK VA 23502 546039600 501(C)3 36835 GENERAL SUPPORT, SCHOLARSHIP FUND VIRGINIA ZOO 3500 GRANBY STREET NORFOLK VA 23504 510253147 501(C)3 5000 GENERAL SUPPORT WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS 1300 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521067541 501(C)3 5700 GENERAL SUPPORT YASHIVA ORCHOS CHAIM INC 410 OBERLIN AVENUE SOUTH LAKEWOOD NJ 08701 223803275 501(C)3 17000 GENERAL SUPPORT YESHIVA SHVILAY HATALMUD 1430 HEATHWOOD AVENUE LAKEWOOD NJ 08701 202806865 501(C)3 61500 GENERAL SUPPORT YESHIVA NOVOMINSK 1690 60TH STREET BROOKLYN NY 11204 133071539 501(C)3 20000 GENERAL SUPPORT 84 0 SCHOLARSHIPS AT JAMES MADISON UNIVERSITY, GEORGE MASON UNIVERSITY, UNIVERSITY OF VIRGINIA, VIRGINIA TECH AND COLLEGE OF WILLIAM AND MARY. 4 38765 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 FEDERATION 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 24 1303102 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: ONLY UTILIZE ONE OF OUR INVESTMENT MANAGERS/CUSTODIANS TO RECEIVE AND SELL GIFTS OF PUBLICLY-TRADED SECURITIES. FORM 990, PART V, Q 1C QUESTION 1C DOES NOT APPLY TO THE ORGANIZATION BECAUSE THE ORGANIZATION DID NOT HAVE BACKUP WITHHOLDING FOR REPORTABLE PAYMENTS TO VENDORS AND REPORTABLE GAMING WINNINGS. 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." FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS MADE AVAILABLE TO DESIGNATED MEMBERS OF THE BOARD ELECTRONICALLY BY E-MAIL FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY COLLECTS NEW CONFLICT OF INTEREST STATEMENTS AND REQUESTS DISCLOSURE OF ANY CONFLICTS AND RELATIONSHIPS. FORM 990, PART VI, SECTION 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 VII, SECTION A: SCOTT KAPLAN SERVED AS DIRECTOR AND SECRETARY FOR EIGHT MONTHS IN THE REPORTING YEAR. COMPENSATION AND BENEFITS FROM THE ORGANIZATION ARE FOR TWO MONTHS FROM THE PRIOR CALENDAR YEAR PER FORM 990 REPORTING REQUIREMENTS. FORM 990, PART XI, LINE 9: BOOK TAX DIFFERENCE ON PASSTHROUGH ENTITIES - MILLER CLAT -59,843. ROUNDING -1. 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 -DIRECTOR AND SECRETARY, HELEN G. AND WARREN L. ALECK FOUNDATION 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 BANGEL-LEGUM FOUNDATION INC 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23462 541844306 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 0 COPELAND FAMILY FOUNDATION 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23462 201512052 SUPPORTING ORGANIZATION VA 501(C)(3) 11 0 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 0 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 0 TJF HOLDINGS LLC 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23462 541934907 SUPPORTING ORGANIZATION VA 501(C)(3) 11 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SIMON FAMILY FOUNDATION L 67936 CASH TAVIA AND FREDA GORDON FOUNDATION INC L 62851 CASH