2015-05-14T09:58:58-05:00 2014-06-30 540737372 PBMARES LLP 150 BOUSH STREET SUITE 400 NORFOLK VA 23510 990 2013-07-01 541653165 TIDEWATER JEWISH FOUNDATION INC TIDE 7579656111 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 SCOTT KAPLAN PRESIDENT/CEO 7579656111 2015-05-14 1 BRIAN WINDLEY P00537045 7576274644 2015-05-14 X 2013 2016-02-25 16:41:14Z SCOTT KAPLAN 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 5654209 0 X WWW.JEWISHVA.COM X 1992 VA GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. 28 28 6 32 113353 103200 2445325 3569056 573104 611156 1048705 1456516 46444 17481 4113578 5654209 3835684 3202601 0 0 650291 643075 0 0 139816 798292 965890 5284267 4811566 -1170689 842643 30520101 32928137 2660768 3058293 27859333 29869844 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. 0 0 3763146 3202601 603654 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS 3763146 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 40 0 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X RANDY PARRISH 7579656111 500 CORPORATE WOODS DRIVE SUITE 200 VIRGINIA BEACH VA 23462 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/CHAIRMAN/NOMINATI 2.00 0.10 X 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/INVESTMENT CHAIR 2.00 0.10 X X 0 0 0 JERROLD MILLER DIRECTOR/CHAIRMAN-ELECT/GR 2.00 0.10 X X 0 0 0 JOEL JASON DIRECTOR/PROF ADVISORY COM 0.50 0.10 X X 0 0 0 KURT ROSENBACH LIFE TRUSTEE/EXEC. COMM. C 0.50 0.10 X 0 0 0 LAWRENCE STEINGOLD DIRECTOR/AUDIT & FINANCE C 2.00 0.10 X X 0 0 0 RALPH GOLDSTEIN DIRECTOR 0.50 0.10 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 JAMES PARRISH TJF CFO 44.00 5.00 X 103862 0 23068 PHILIP ROVNER PRESIDENT/ TJF CEO (RETIRED 6/30/14 44.00 5.00 X 280662 0 16284 384524 0 39352 2 0 1 0 0 3569056 908791 3569056 ADMINISTRATIVE FEE INCOME 900099 611156 611156 611156 334237 3482 330755 1122279 0 1122279 1122279 84888 1037391 JEWISH COMMUNITY ENDOWMENT POOL, 900099 24983 24983 OTHER INCOME 900099 -7502 -7502 17481 5654209 603654 113353 1368146 3164372 3164372 38229 38229 426238 320318 105920 166516 166516 15473 15473 34848 27139 7709 7304 7304 15749 15749 34750 34750 144532 144532 25929 21866 4063 10175 10175 12225 12225 27036 27036 25345 25345 2055 2055 31701 31701 9769 9769 UBIT TAXES 22578 22578 DIRECT FUND EXPENSES 300002 300002 DISTRIBUTIONS FROM CRTS 255170 255170 ADMIN SUPPORT 25432 25432 16138 5373 6120 4645 4811566 3763146 908604 139816 422220 804189 1265677 504555 957443 275171 4436 0 30116 5970 20402 20402 0 0 27840209 31338252 30520101 32928137 23273 5233 7900 9800 2629595 3043260 2660768 3058293 X 3047156 5463648 23812177 23406196 1000000 1000000 27859333 29869844 30520101 32928137 X 842643 1276571 -108703 X X 0 1 X 1 0 X 2832243 1030487 2121148 2445325 3569056 11998259 2832243 1030487 2121148 2445325 3569056 11998259 2697447 9300812 277375 276752 276817 317081 336736 1484761 16180 17233 123239 45778 17481 219911 13702931 0.67870 0.73020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 123 1605920 2561368 12430435 1 1 0 0 905525 101501 14875 992151 818756 100880 14111 905525 835151 -3681 12714 818756 756442 90994 12285 835151 740634 78428 50400 12220 756442 1.00000 0 0 20402 20402 0 0 SPLIT INTEREST AGREEMENT 6080668 F MAIN POOL PORTFOLIO 20608953 F UBS FINANCIAL-SANDLER 280205 F UBS FINANCIAL-JAFFE 88107 F CSV LIFE INSURANCE POLICIES 1151329 F CAP GROUP -M&M SIMON 3128990 F 31338252 SPLIT INTEREST AGREEMENT PAYABLE 3043260 3043260 X 7131796 1276571 309720 1586291 5545505 108704 108704 5654209 5121286 309720 309720 4811566 0 4811566 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, IF ANY, GENERATED FROM UNRELATED BUSINESS TAXABLE INCOME. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION'S MANAGEMENT HAS EVALUATED THE IMPACT OF THIS GUIDANCE TO ITS CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS, AND HAS NOT ACCRUED THE EFFECT OF ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014. 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 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY ADMIN FEE 309,720. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSSES MILLER CLAT 108,704. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY ADMIN FEE 309,720. 1 ACCESS COLLEGE FOUNDATION 7300 NEWPORT AVENUE SUITE 500 NORFOLK VA 23501 541440734 501(C)3 5598 IN SUPPORT OF SCHOLARSHIPS ANTI-DEFAMATION LEAGUE OF B'NAI B'RITH 605 THIRD AVENUE NEW YORK NY 10158 131818723 501(C)3 6000 CONFRONTING ANTI-SEMITISM/BOCA WEST CAMPAIGN AMERICAN FRIENDS OF YAD ELIEZER INC 1102 E 26TH STREET BROOKLYN NY 11210 113459952 501(C)3 18000 GENERAL SUPPORT AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA INC 122 EAST 42ND STREET SUITE 4507 NEW YORK NY 101680002 237183563 501(C)3 5100 ANNUAL DINNER JOURNAL AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 100 W CYPRESS CREAK ROAD 865 FORT LAUDERDALE FL 33309 131568923 501(C)3 14500 IN SUPPORT OF SCHOLARSHIPS AMERICAN FRIENDS OF YESHIVA D'MIR INC 5227 NEW UTRECHT AVENUE BROOKLYN NY 11219 132946608 501(C)3 23000 GENERAL SUPPORT/EMERGENCY CAMPAIGN AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 521623781 501(C)3 75000 GENERAL SUPPORT ASSOCIATION FOR ADVANCEMENT OF EDUCATION INC 555 MADISON AVENUE LAKEWOOD NJ 08701 223347995 501(C)3 5000 GENERAL SUPPORT B'NOS YISRAEL NORFOLK ACADEMY INC 425 WASHINGTON PARK NORFOLK VA 23517 562620428 501(C)3 26563 GENERAL SUPPORT, QUART OF A WEEK OF LEARNING, CARNIVAL SUPPORT BAIS MEDRASH MAYAN HATORAH INC 101 MILTON STREET LAKEWOOD NJ 08701 202925281 501(C)3 7600 GENERAL SUPPORT BETH MEDRASH GOVOHA OF AMERICA 617 SIXTH STREET LAKEWOOD NJ 08701 210634542 501(C)3 25000 GENERAL SUPPORT BETH SHOLOM HOME OF EASTERN VIRGINIA 6401 AUBURN DRIVE VIRGINIA BEACH VA 23464 541808116 501(C)3 19946 GENERAL SUPPORT,MAHJONG TOURNAMENT, HOLIDAY FUND, FRIENDS OF THE VILLAGE CAPE HENRY COLLEGIATE 1320 MILL DAN ROAD VIRGINIA BEACH VA 23454 540793766 501(C)3 10000 BRIDGE OF THE FUTURE CENTRAL FUND OF ISRAEL 980 AVENUE OF THE AMERICAS 3RD FLOOR NEW YORK NY 10018 132992985 501(C)3 11000 GENERAL SUPPORT CHABAD-LUBAVITCH OF TIDEWATER 1920 COLLEY AVE NORFOLK VA 23517 521199141 501(C)3 15150 GENERAL SUPPORT CHEDER TORAS ZEV 108 CHATEAU DRIVE LAKEWOOD NJ 08701 270724903 501(C)3 15000 GENERAL SUPPORT CONGREGATION AHAVAS CHESED TORAH 684 9TH STREET LAKEWOOD NJ 08701 112818769 501(C)3 50000 GENERAL SUPPORT CONGREGATION BETH CHAVERIM 3820 STONESHORE ROAD VIRGINIA BEACH VA 23452 541221155 501(C)3 14100 SUPPORT OF OPS CONGREGATION BETH EL 422 SHIRLEY AVENUE NORFOLK VA 23517 540647479 501(C)3 31012 GENERAL SUPPORT CONGREGATION BNOS DEVORAH INC 243 PROSPECT STREET LAKEWOOD NJ 08701 261671307 501(C)3 13000 GENERAL SUPPORT CONGREGATION K'HAL YEREIM 1771 S TAYLOR ROAD CLEVELAND HEIGHTS OH 44118 341314156 501(C)3 20500 GENERAL SUPPORT CONGREGATION KOLLEL BNEI YESHIVAS 2402 AVENUE P BROOKLYN NY 11229 113014287 501(C)3 40500 GENERAL SUPPORT CONGREGATION SHEARIS ADAS YISROEL INC 418 5TH STREET LAKEWOOD NJ 08701 261561684 501(C)3 18000 GENERAL SUPPORT CONGREGATION TIFERES TZVI 11 - 12TH STREET LAKEWOOD NJ 08701 134107680 501(C)3 61000 GENERAL SUPPORT DOCTORS WITHOUT BORDERS USA 333 SEVENTH AVENUE NEW YORK NY 10001 133433452 501(C)3 5000 GENERAL SUPPORT FOODBANK OF SOUTHEASTERN VIRGINIA POST OFFICE BOX 1940 NORFOLK VA 23501 521219783 501(C)3 6663 SUPPORT OF OPS GOMLEY CHESED SYNAGOGUE 3110 STERLING POINT DRIVE PORTSMOUTH VA 23703 540562301 501(C)3 8000 GENERAL SUPPORT HAMPTON ROADS COMMUNITY FOUNDATION 101 WEST MAIN STREET SUITE 4500 NORFOLK VA 23510 541553631 501(C)3 10000 FRIENDS OF JOSHUA P DARDEN SCHOLARSHIP HEBREW ACADEMY OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 180 VIRGINIA BEACH VA 23462 540629620 501(C)3 76115 GENERAL SUPPORT HEBREW ACADEMY OF CLEVELAND 1860 SOUTH TAYLOR RD CLEVELAND HEIGHTS OH 44118 340714428 501(C)3 121000 GENERAL SUPPORT HILLEL AT VIRGINIA TECH 710 TOMS CREEK ROAD BLACKSBURG VA 24060 900406012 501(C)3 37653 CAPITAL CAMPAIGN, ONWARD ISRAEL HILLEL THE FOUNDATION OF JEWISH CAMPUS LIFE 800 8TH STREET NW WASHINGTON DC 20036 521844823 501(C)3 11000 GENERAL SUPPORT ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE H WARRINGTON PA 18976 232519029 501(C)3 6000 GUIDE DOG PARTNERSHIPS AND SERVICE COMPANION TEAMS JEWISH FAMILY SERVICE OF TIDEWATER 260 GRAYSON ROAD VIRGINIA BEACH VA 23462 540854002 501(C)3 61431 HOME HEALTH CONSULTANT, OPERATIONS, WOHL SUPPORT, HUNGER FEAST JEWISH FEDERATION OF GREATER WASHINGTON 6101 MONTROSE ROAD ROCKVILLE MD 208524816 530212445 501(C)3 7500 GENERAL SUPPORT JEWISH FEDERATION OF SOUTH PALM BEACH 9901 DONNA KLINE BOULEVARD BOCA RATON FL 33428 591945109 501(C)3 16500 GENERAL SUPPORT JEWISH FEDERATION OF PALM BEACH COUNTY INC 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 590948696 501(C)3 10000 DONATION CAMPAIGN KAMENITZER YESHIVA OF JERUSALEM INC 108 CHATEAU DRIVE LAKEWOOD NJ 08701 135655185 501(C)3 10000 GENERAL SUPPORT KEREN NESIVOS MOSHE - FUND FOR TORAH CHINUCH IN ISRAEL INC 1451 47TH STREET BROOKLYN NY 11219 134003987 501(C)3 36000 GENERAL SUPPORT KEREN YEHOSHUA V'YISROEL INC 125 CAREY STREET LAKEWOOD NJ 08701 223209160 501(C)3 49000 GENERAL SUPPORT KEVER RACHEL FUND INC 3208 HATTON ROAD PIKESVILLE MD 21208 200594521 501(C)3 23000 GENERAL SUPPORT LEV SHLOMO INC 7201 PARK HEIGHTS AVENUE BALTIMORE MD 21208 522208618 501(C)3 10000 GENERAL SUPPORT MARILYN AND MARVIN SIMON FAMILY JEWISH COMMUNITY CENTER 5000 CORPORATE WOODS DRIVE SUITE 100 VIRGINIA BEACH VA 234624370 540616479 501(C)3 156952 PATRON OF THE ARTS, CELEBRATE ISRAEL, INFANT CARE, HANDICAP BUS, FILM FESTIVAL, ISRAEL DAY, SIMON FAMILY BOOK FAIR, GENERAL SUPPORT MORSELIFE FOUNDATION INC 4847 FRED GLADSTONE DRIVE WEST PALM BEACH FL 33417 592774476 501(C)3 9600 LEADERSHIP CIRCLE MOTHER SETON HOUSE INC 3333 VIRGINIA BEACH BLVD SUITE 28 VIRGINIA BEACH VA 23452 541250483 501(C)3 5000 EMERGENCY SHELTER AND CRISIS COUNSELING FOR CHILDREN AGES 9-17 NORFOLK AREA COMMUNITY KOLLEL 420 SPOTSWOOD AVENUE NORFOLK VA 23517 542037581 501(C)3 7500 GENERAL SUPPORT ODU EDUCATIONAL FOUNDATION 4417 MONARCH WAY 4TH FLOOR NORFOLK VA 253290201 546052014 501(C)3 22288 JEWISH STUDIES, SCHOLARSHIP PROGRAM OHEF SHOLOM TEMPLE 530 RALEIGH AVENUE NORFOLK VA 23507 546002056 501(C)3 28343 GENERAL SUPPORT OLD DOMINION UNIVERSITY ATHLETIC FOUNDATION 4417 MONARCH WAY 4TH FLOOR NORFOLK VA 235290201 546051933 501(C)3 15000 GENERAL SUPPORT OPERATION OPEN CURTAIN 230 FIFTH AVENUE SUITE 918 NEW YORK NY 10001 237167089 501(C)3 67150 GENERAL SUPPORT PLANNED PARENTHOOD OF PALM BEACH AREA INC 2300 N FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 591391115 501(C)3 10000 GENERAL SUPPORT PORTSMOUTH MUSEUM FOUNDATION INC 521 MIDDLE STREET PORTSMOUTH VA 23704 541703447 501(C)3 5000 GENERAL SUPPORT SAINT MARY'S HOME FOR DISABLED CHILDREN FOUNDATION 6171 KEMPSVILLE CIRCLE NORFOLK VA 23502 541868069 501(C)3 5000 ALBERO HOUSE - ADULT FACILITY CAPITAL CAMPAIGN SEATTLE CENTER FOUNDATION 305 HARRISON STREET 302 SEATTLE WA 98109 911003385 501(C)3 15833 GENERAL SUPPORT STAM GEMILAS CHESED FUND INC 615 FOREST AVENUE LAKEWOOD NJ 08701 222371278 501(C)3 85000 GENERAL SUPPORT STARBASE VICTORY INC PO BOX 906 PORTSMOUTH VA 23705 541945545 501(C)3 15000 GENERAL SUPPORT TALLWOOD HIGH SCHOOL 1668 KEMPSVILLE ROAD VIRGINIA BEACH VA 23464 540722075 501(C)3 5250 ISRAEL EXCHANGE PROGRAM TALMUDICAL ACADEMY OF NORFOLK 612 COLONIAL AVE NORFOLK VA 235071805 421594790 501(C)3 6919 GENERAL SUPPORT AND CLASSROOM TECHNOLOGY TEMECH INC 45 BROADWAY 25TH FLOOR NEW YORK MD 10006 451285521 501(C)3 8000 GENERAL SUPPORT TEMPLE EMANUEL 424 25TH STREET VIRGINIA BEACH VA 23451 541062067 501(C)3 11750 GENERAL SUPPORT TEMPLE ISRAEL 7255 GRANBY STREET NORFOLK VA 23505 540563380 501(C)3 46656 GENERAL SUPPORT THE CHRYSLER MUSEUM INC ONE MEMORIAL PLACE NORFOLK VA 23510 510243196 501(C)3 8250 GENERAL SUPPORT AND CAPITAL CAMPAIGN THE WILMER EYE INSTITUTE AT JOHNS HOPKINS UNIVERSITY 600 N WOLFE STREET WILMER 112 BALTIMORE MD 212879015 520595110 501(C)3 10350 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 146190 GENERAL SUPPORT, SCHOLARSHIPS UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 200 VIRGINIA BEACH VA 23462 540535603 501(C)3 937338 GENERAL SUPPORT, HOLOCAUST COMMISSION, STATEGIC PLAN INITIATIVE UNITED WAY OF S HAMPTON ROADS PO BOX 41069 NORFOLK VA 235411069 540506322 501(C)3 33750 GENERAL SUPPORT, WOMEN'S LEADERSHIP, STRELITZ DIADETES CENTER@EVMS UVA HILLEL 1824 UNIVERSITY CIRCLE CHARLOTTESVILLE VA 22903 546061871 501(C)3 5000 PASSOVER UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 580 MASSIE ROAD CHARLOTTESVILLE VA 22903 540838566 501(C)3 22750 LEON PROFESSORSHIP, GENERAL SUPPORT UVA ALUMNI ASSOCIATION PO BOX 400314 CHARLOTTESVILLE VA 22904 540485595 501(C)3 5250 HILLEL JEWISH CENTER VIRGINIA ARTS FESTIVAL 440 BANK STREET NORFOLK VA 23510 541786140 501(C)3 18100 GENERAL SUPPORT VIRGINIA SYMPHONY 150 BOUSH STREET SUITE 201 NORFOLK VA 23510 546000598 501(C)3 13600 GENERAL SUPPORT WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS 1300 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521067541 501(C)3 5700 GENERAL SUPPORT YASHIVA OBAVEI TORAH 450 W 250TH STREET RIVERDALE NY 10471 134077155 501(C)3 8500 GENERAL SUPPORT YASHIVA ORCHOS CHAIM INC 410 OBERLIN AVENUE SOUTH LAKEWOOD NJ 08701 223803275 501(C)3 19500 GENERAL SUPPORT YESHIVA SHVILAY HATALMUD 1430 HEATHWOOD AVENUE LAKEWOOD NJ 08701 202806865 501(C)3 31100 GENERAL SUPPORT YESHIVA TORAS ARON INC 500 SUMMER AVENUE LAKEWOOD NJ 08701 202688567 501(C)3 80000 GENERAL SUPPORT YESHIVA NOVOMINSK 1690 60TH STREET BROOKLYN NY 11204 133071539 501(C)3 47500 GENERAL SUPPORT 77 0 SCHOLARSHIPS AT JAMES MADISON UNIVERSITY, GEORGE MASON UNIVERSITY, UNIVERSITY OF VIRGINIA, AND COLLEGE OF WILLIAM AND MARY. 4 38229 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 JEWISH JOINT DISTRIBUTION COMMITTEE, INC.,AMERICAN FRIENDS OF THE GREAT SYNAGOGUE, INC, AMERICAN FRIENDS OF THE HEBREW UNIVERSITY, AMERICAN FRIENDS OF YESHIVA, ANERICAN ISRAEL EDUCATION FOUNDATION, INC. , DOCTORS WITHOUT BOARDERS USA, ISRAEL GUIDE DOG CENTER FOR THE BLIND, KANENITZER YESHIVA OF JERUSALEM, INC., OPERATION OPEN CURTAIN, WHICH ARE A 501(C)(3) DOMESTIC U.S. CHARITY. THESE ENTITIES FILE A SEPARATE FORM 990 AND DETAILED SCHEDULE F WHEN THESE FUNDS ARE USED OVERSEAS. 1 X X X X X 0 0 0 0 0 0 0 0 0 PHILIP ROVNER PRESIDENT/ TJF CEO (RETIRED 6/30/14 280662 0 0 0 0 0 7650 0 8634 0 296946 0 0 0 X 25 792436 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 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 XI, LINE 9: BOOK TAX DIFFERENCE ON PASSTHROUGH ENTITIES - MILLER CLAT -108,704. 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 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 SCOTT KAPLAN WAS APPOINTED PRESIDENT AND CEO OF THE TIDEWATER JEWISH FOUNDATION, INC. EFFECTIVE NOVEMBER 7, 2014 AND SIGNED THE RETURN WHEN FILED. 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 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 -PHILIP ROVNER, 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, BANGEL-LEGUM FOUNDATION, INC. -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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SIMON FAMILY FOUNDATION L 68611 CASH TAVIA AND FREDA GORDON FOUNDATION INC L 63611 CASH JEWISH COMMUNITY ENDOWMENT POOL LLP 126 HIGH STREET BOSTON MA 02110 043460734 INVESTMENT MA 0 0 0