2014-05-15T11:05:46-05:00 2013-06-30 540737372 PBMARES LLP 150 BOUSH STREET SUITE 400 NORFOLK VA 23510 990 2012-07-01 541653165 TIDEWATER JEWISH FOUNDATION INC TIDE 7579656111 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 PHILIP S ROVNER 7579656111 2014-05-14 1 BRIAN WINDLEY P00537045 7576274644 2014-05-14 X 2012 2015-11-30 17:44:51Z PHILIP S ROVNER 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 4908114 0 X WWW.JEWISHVA.COM X 1992 VA GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. 27 27 8 31 56892 55892 6446474 2445325 760612 573104 1052619 1048705 123239 46444 8382944 4113578 3370782 3835684 0 0 703487 650291 0 0 152376 910338 798292 4984607 5284267 3398337 -1170689 29187430 30520101 2036237 2660768 27151193 27859333 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS. 0 0 4304670 3835684 619548 GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS 4304670 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 42 0 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X PHILIP ROVNER 7579656111 5000 CORPORATE WOODS DRIVE NO 200 VIRGINIA BEACH VA 23462 BRITT SIMON 0.50 0.10 X 0 0 0 EMILY NIED 0.50 0.10 X 0 0 0 EDWARD KRAMER 0.50 0.10 X 0 0 0 STEVEN GORDON 0.50 0.10 X 0 0 0 SANDRA LEON 0.50 0.10 X 0 0 0 LJ RICHMAN 0.50 0.10 X 0 0 0 ALVIN WALL 0.50 0.10 X 0 0 0 ANNABEL SACKS 0.50 0.10 X 0 0 0 MORTON GOLDMEIER 0.50 0.10 X 0 0 0 RON KRAMER 2.00 0.10 X X 0 0 0 MICHAEL BARNEY 1.00 0.10 X X 0 0 0 HAROLD SACKS 0.50 0.10 X 0 0 0 JASON HOFFMAN 2.00 0.10 X X 0 0 0 JERROLD MILLER 2.00 0.10 X X 0 0 0 JOEL JASON 0.50 0.10 X X 0 0 0 KURT ROSENBACH 0.50 0.10 X 0 0 0 LAWRENCE FLEDER 0.50 0.10 X 0 0 0 LAWRENCE STEINGOLD 2.00 0.10 X X 0 0 0 LEON SARFAN 0.50 0.10 X 0 0 0 NATHAN JAFFE 0.50 0.10 X 0 0 0 RALPH GOLDSTEIN 0.50 0.10 X 0 0 0 ROBERT COPELAND 0.50 0.10 X 0 0 0 STANWOOD DICKMAN 3.00 0.10 X X 0 0 0 JODY WAGNER 2.00 0.10 X X 0 0 0 MICHAEL BLACHMAN 0.50 0.10 X 0 0 0 KEVIN LEFCOE 0.50 0.10 X 0 0 0 STEWART KAHN 0.50 0.10 X 0 0 0 JAMES PARRISH 44.00 5.00 X 104407 0 20876 PHILIP ROVNER 44.00 5.00 X 281422 0 15548 385829 0 36424 2 0 1 0 0 2445325 1455128 2445325 ADMINISTRATIVE FEE INCOME 900099 573104 573104 573104 316415 3120 313295 1526826 794536 732290 732290 22189 710101 OTHER INCOME 900099 32928 1345 31583 PASSTHROUGH K-1 900099 13516 13516 46444 4113578 587965 56892 1023396 3800684 3800684 35000 35000 445761 336347 109414 155954 128600 27354 3854 3854 9629 9629 35093 35093 34 34 36600 36600 145020 145020 7212 7212 7298 7298 11107 10313 794 26384 26384 25644 25644 1453 1453 20145 20145 9409 9409 UBIT 3068 3068 DISTRIBUTIONS FROM CRTS 248160 248160 DIRECT FUND EXPENSES 215452 215452 ADMIN SUPPORT 21607 21607 19699 5374 6809 7516 5284267 4304670 827221 152376 677455 422220 2071128 1265677 945850 957443 13462 4436 11912 30116 20402 20402 0 0 25467623 27840209 29187430 30520101 21271 23273 7900 0 0 2014966 2629595 2036237 2660768 X 2768086 3047156 23383107 23812177 1000000 1000000 27151193 27859333 29187430 30520101 X -1170689 1874941 3888 X X 0 1 X 1 0 X 2322914 2832243 1030487 2121148 2445325 10752117 2322914 2832243 1030487 2121148 2445325 10752117 1479203 9272914 578818 277375 276752 276817 317081 1726843 17230 16180 17233 123239 45778 219660 12698620 0.73020 0.56580 X SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: STOCKS DATE: 12/27/12 AMOUNT: 837522. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109 2099824 3290729 12331611 1 1 0 0 818756 100880 14110 905526 835151 -3681 12714 818756 756442 90994 12285 835151 740634 78428 50400 12220 756442 1110229 -322877 33600 13118 740634 1.00000 0 0 20402 20402 0 0 SPLIT INTEREST AGREEMENT 6025188 F MAIN POOL PORTFOLIO 17204103 F UBS FINANCIAL-SANDLER 282975 F UBS FINANCIAL-JAFFE 311300 F CSV LIFE INSURANCE POLICIES 1041457 F CAP GROUP -M&M SIMON 2975186 F 27840209 SPLIT INTEREST AGREEMENT PAYABLE 2629595 2629595 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUND CORPUS PERMANENTLY RESTRICTED WITH EARNINGS DESIGNATED TO FUND GRANTS TO LOCAL AGENCIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013. 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 2009. 1 ACCESS COLLEGE FOUNDATION 7300 NEWPORT AVENUE SUITE 500 NORFOLK VA 23501 541440734 501(C)3 5268 IN SUPPORT OF SCHOLARSHIPS ANTI-DEFAMATION LEAGUE OF B'NAI B'RITH 1100 CONNECTICUT AVENUE NW SUITE 1020 WASHINGTON DC 20036 131818723 501(C)3 11000 CONFRONTING ANTI-SEMITISM/BOCA WEST CAMPAIGN AMERICAN FRIENDS OF THE GREAT SYNAGOGUE INC 3145 CONEY ISLAND AVENUE BROOKLYN NY 11235 237013128 501(C)3 18000 GENERAL SUPPORT AMERICAN FRIENDS OF YESHIVA D'MIR INC 5227 NEW UTRECHT AVENUE BROOKLYN NY 11219 132946608 501(C)3 5000 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 JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVE 10TH FL NEW YORK NY 100174014 131656634 501(C)3 250000 GENERAL SUPPORT B'NOS YISRAEL NORFOLK ACADEMY INC 420 SPOTSWOOD AVENUE NORFOLK VA 23517 562620428 501(C)3 43650 12TH GRADE ADDITION BAIS TOVA INC 555 OAK STREET LAKEWOOD NJ 08701 223674957 501(C)3 17500 GENERAL SUPPORT BETH MEDRASH GOVOHA OF AMERICA 617 SIXTH STREET LAKEWOOD NJ 08701 210634542 501(C)3 18000 GENERAL SUPPORT BETH SHOLOM HOME OF EASTERN VIRGINIA 6401 AUBURN DRIVE VIRGINIA BEACH VA 23464 541808116 501(C)3 28653 GENERAL SUPPORT CAPE HENRY COLLEGIATE 1320 MILL DAN ROAD VIRGINIA BEACH VA 23454 540793766 501(C)3 5900 GENERAL SUPPORT CHABAD-LUBAVITCH OF TIDEWATER 1920 COLLEY AVE NORFOLK VA 23517 521199141 501(C)3 24500 GENERAL SUPPORT CONGREGATION BETH CHAVERIM 3820 STONESHORE ROAD VIRGINIA BEACH VA 23452 541221155 501(C)3 6800 SUPPORT OF OPS CONGREGATION BETH EL 422 SHIRLEY AVENUE NORFOLK VA 23517 540647479 501(C)3 47144 GENERAL SUPPORT CONGREGATION KNESSES BAIS LEVI INC 128 E 8TH STREET LAKEWOOD NJ 08701 455285456 501(C)3 18000 GENERAL SUPPORT CONGREGATION TIFERES TZVI 11 - 12TH STREET LAKEWOOD NJ 08701 134107680 501(C)3 113000 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 6268 SUPPORT OF OPS GOMLEY CHESED SYNAGOGUE 3110 STERLING POINT DRIVE PORTSMOUTH VA 23703 540562301 501(C)3 8000 GENERAL SUPPORT HABITAT FOR HUMANITY 900 TIDEWATER DRIVE NORFOLK VA 23504 541476409 501(C)3 25000 GENERAL SUPPORT HAMPTON ROADS COMMUNITY FOUNDATION 101 WEST MAIN STREET SUITE 4500 NORFOLK VA 23510 541553631 501(C)3 5000 GENERAL SUPPORT HEBREW ACADEMY OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 180 VIRGINIA BEACH VA 23462 540629620 501(C)3 75759 GENERAL SUPPORT HEBREW ACADEMY OF CLEVELAND 1860 SOUTH TAYLOR RD CLEVELAND HEIGHTS OH 44118 340714428 501(C)3 64000 GENERAL SUPPORT HILLEL AT VIRGINIA TECH PO BOX 708 BLACKSBURG VA 24063 900406012 501(C)3 114908 CAPITAL CAMPAIGN HOSPICE & PALLIATIVE CARE OF TIDEWATER 260 GRAYSON ROAD VIRGINIA BEACH VA 23462 454301194 501(C)3 11100 HOSPICE GRANT AND GENERAL SUPPORT ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE 18976 WARRINGTON PA 18976 232519029 501(C)3 5000 GENERAL SUPPORT JEWISH FAMILY SERVICE OF TIDEWATER 260 GRAYSON ROAD VIRGINIA BEACH VA 23462 540854002 501(C)3 41412 GENERAL SUPPORT JEWSIH FAMILY & CHILDRENS SERVICES OF PALM BEACH 5841 CORPORATE WAY SUITE 200 WEST PALM BEACH FL 33407 591520581 501(C)3 10200 GENERAL SUPPORT JEWISH COMMUNITY FEDERATION OF CLEVELAND 25701 SCIENCE PARKK DRIVE SHAKER HEIGHTS OH 44122 340714445 501(C)3 150000 GENERAL SUPPORT JEWISH FEDERATION OF GREATER WASHINGTON 6101 MONTROSE ROAD ROCKVILLE MD 208524816 530212445 501(C)3 8000 GENERAL SUPPORT JEWISH FEDERATION OF SOUTH PALM BEACH 9901 DONNA KLINE BOULEVARD BOCA RATON FL 33428 591945109 501(C)3 16400 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 15000 GENERAL SUPPORT KEREN YEHOSHUA V'YISROEL INC 125 CAREY STREET LAKEWOOD NJ 08701 223209160 501(C)3 41050 GENERAL SUPPORT KOLLEI BNEI YESHIVAS 2402 AVENUE P BROOKLYN NY 11229 113014287 501(C)3 51600 GENERAL SUPPORT LOMDEI TORAH 1642 45TH STREET BROOKLYN NY 11204 200055903 501(C)3 39000 GENERAL SUPPORT MARILYN AND MARVIN SIMON FAMILY JEWISH COMMUNITY CENTER 5000 CORPORATE WOODS DRIVE SUITE 100 VIRGINIA BEACH VA 234624370 540616479 501(C)3 111883 GENERAL SUPPORT MORSELIFE FOUNDATION INC 4847 FRED GLADSTONE DRIVE WEST PALM BEACH FL 33417 592774476 501(C)3 10000 GENERAL SUPPORT NORFOLK AREA COMMUNITY KOLLEL 168 BUSINESS PARK DRIVE SUITE 103 VIRGINIA BEACH VA 23462 542037581 501(C)3 5000 GENERAL SUPPORT ODU EDUCATIONAL FOUNDATION 4417 MONARCH WAY NORFOLK VA 25329 546052014 501(C)3 10646 JEWISH STUDIES OHEF SHOLOM TEMPLE 530 RALEIGH AVENUE NORFOLK VA 23507 546002056 501(C)3 38726 GENERAL SUPPORT OPERATION OPEN CURTAIN 230 FIFTH AVENUE SUITE 918 NEW YORK NY 10001 237167089 501(C)3 85000 GENERAL SUPPORT RABBINICAL SEMINARY NETZACH ISRAEL 125 LIBERTY DRIVE C/O FARKAS LAKEWOOD NJ 08701 116039894 501(C)3 5400 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 19500 GENERAL SUPPORT AND CLASSROOM TECHNOLOGY TEMPLE EMANUEL 424 25TH STREET VIRGINIA BEACH VA 23451 541062067 501(C)3 8550 GENERAL SUPPORT TEMPLE ISRAEL 7255 GRANBY STREET NORFOLK VA 23505 540563380 501(C)3 43416 GENERAL SUPPORT TEMPLE ISRAEL 1901 NORTH FLAGLER DRIVE WEST PALM BEACH FL 33409 540696295 501(C)3 5000 GENERAL SUPPORT THE CHRYSLER MUSEUM INC 245 WEST OLNEY ROAD NORFOLK VA 23510 510243196 501(C)3 13350 GENERAL SUPPORT AND CAPITAL CAMPAIGN THE WILMER EYE INSTITUTE AT JOHNS HOPKINS UNIVERSITY 600 N WOLFE STREET BALTIMORE MD 21287 520595110 501(C)3 164813 DR. WALTER STARK GIFT FUND/GENERAL SUPPORT TORAH LIFE INSTITUTE OF CLEVELAND 1861 S TAYLOR ROAD CLEVELAND HEIGHTS OH 44118 341837292 501(C)3 18000 GENERAL SUPPORT TORAS CHAIM THE RABBI CHAIM SHERESHEVSKY INST 3110 STERLING POINT DRIVE PORTSMOUTH VA 23703 412027554 501(C)3 103056 GENERAL SUPPORT TOWN OF PALM BEACH UNITED WAY INC 44 COCANUT ROW SUITE M201 PALM BEACH FL 33480 590637885 501(C)3 25500 GENERAL SUPPORT UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 200 VIRGINIA BEACH VA 23462 540535603 501(C)3 952776 GENERAL SUPPORT UNITED WAY OF S HAMPTON ROADS 2515 WALMER AVENUE NORFOLK VA 23541 540506322 501(C)3 32700 GENERAL SUPPORT UNIVERSITY OF MICHIGAN 3003 S STATE STREET SUITE 9000 ANN ARBOR MI 48109 386006309 501(C)3 5000 LECTURE UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 580 MASSIE ROAD CHARLOTTESVILLE VA 22903 540838566 501(C)3 20750 LEON PROFESSORSHIP UVA HILLEL 1824 UNIVERSITY CIRCLE CHARLOTTESVILLE VA 22903 546061871 501(C)3 5700 ALTERNATIVE BREAK MIAMI US NAVAL ACADEMY FOUNDATION 291 WOOD ROAD ANNAPOLIS MD 214021254 237003516 501(C)3 11064 GENERAL SUPPORT AND ENTERPRISE RECOVERY FUND VIRGINIA ARTS FESTIVAL 440 BANK STREET NORFOLK VA 23510 541786140 501(C)3 20000 GENERAL SUPPORT VIRGINIA BEACH PERFORMING ARTS CENTER FOUNDATION INC PO BOX 66129 VIRGINIA BEACH VA 23466 202409231 501(C)3 17400 GENERAL SUPPORT AND ACCESS ARTS VIRGINIA SYMPHONY 861 GLENROCK ROAD SUITE 200 NORFOLK VA 23502 546000598 501(C)3 13050 GENERAL SUPPORT VIRGINIA WESLEYAN 1584 WESLEYAN DRIVE NORFOLK VA 23502 546039600 501(C)3 10000 GENERAL SUPPORT WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS 1300 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521067541 501(C)3 5700 GENERAL SUPPORT YAD CHAYA INC 72- 32 136TH STREET FLUSHING NY 11367 134180255 501(C)3 10000 GENERAL SUPPORT YESHIVA SHAGAS ARYEH 285 RIVER AVENUE LAKEWOOD NJ 08701 208936937 501(C)3 43000 GENERAL SUPPORT YESHIVA SHVILAY HATALMUD 1430 HEATHWOOD AVENUE LAKEWOOD NJ 08701 202806865 501(C)3 194000 GENERAL SUPPORT YESHIVA NOVOMINSK 1690 60TH STREET BROOKLYN NY 11204 133071539 501(C)3 142300 GENERAL SUPPORT YESHIVA TORATH EMETH ACADEMY 540 N LA BREA AVENUE LOS ANGELES CA 90036 951962397 501(C)3 6000 GENERAL SUPPORT 68 0 SCHOLARSHIPS AT BRANDEIS UNIVERSITY, GEORGE MASON UNIVERSITY, UNIVERSITY OF VIRGINIA, AND COLLEGE OF WILLIAM AND MARY. 4 35000 CASH PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 281422 0 0 0 0 0 7500 0 8048 0 296970 0 0 0 X 26 1455128 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: ONLY UTILIZE ONE OF OUR INVESTMENT MANAGERS/CUSODIANS 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING -3. BOOK TAX DIFFERENCE ON PASSTHROUGH 3,891. 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, 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. ADDITIONAL RELATED PARTY DISCLOSURES 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 JEWISH COMMUNITY ENDOWMENT POOL LLP 126 HIGH STREET BOSTON MA 02110 043460734 INVESTMENT MA 1295083 69112122 0 56892 0 0.07000 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SIMON FAMILY FOUNDATION L 65210 CASH TAVIA AND FREDA GORDON FOUNDATION INC L 56124 CASH