2025-03-11T10:35:56-05:00 2024-06-30 540737372 PBMARES LLP 440 MONTICELLO AVE SUITE 1900 NORFOLK VA 23510 990 2023-07-01 541922543 SIMON FAMILY FOUNDATION SIMO 7576711600 5000 CORPORATE WOODS DRIVE 200 VIRGINIA BEACH VA 23462 NAOMI LIMOR SEDEK SECRETARY/TREASURER 7576711600 2025-03-04 1 0 JENNIFER N FRENCH CPA P00659678 7576274644 2025-03-04 X 2023 2025-03-06 01:10:19Z NAOMI LIMOR SEDEK 5000 CORPORATE WOODS DRIVE 200 VIRGINIA BEACH VA 23462 199160 0 X N/A X 1998 VA THE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE TIDEWATER JEWISH FOUNDATION. 7 2 0 7 0 0 0 0 0 0 202843 199160 0 0 202843 199160 225135 226500 0 0 0 0 0 0 0 111278 114687 336413 341187 -133570 -142027 6941316 7435299 0 0 6941316 7435299 THE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE TIDEWATER JEWISH FOUNDATION. 0 0 226500 226500 THE SIMON FAMILY FOUNDATION'S GRANT-MAKING PROGRAMS ARE ESTABLISHED WITH THE GOAL OF PROVIDING FINANCIAL AND OTHER ASSISTANCE IN SUPPORT OF JEWISH AND NON-JEWISH CHARITABLE CAUSES IN THE FIELDS OF RELIGION, EDUCATION, SCIENCE, INTERGROUP RELATIONS, CIVIC, CULTURAL, HEALTH AND SOCIAL SERVICES. THIS HAS BEEN ACHIEVED BY PROVIDING ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS WITHIN AND WITHOUT THE UNITED STATES, WHILE PROVIDING IDENTIFIABLE BENEFITS FOR THE WELFARE OF THE PEOPLE AND GEOGRAPHIC AREAS OF TIDEWATER, VIRGINIA AND ISRAEL. 226500 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 2 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JAMES R PARRISH 7579656111 5000 CORPORATE WOODS DRIVE SUITE VIRGINIA BEACH VA 23462 JERROLD MILLER DIRECTOR 1.00 X 0 0 0 BETTY ANN LEVIN DIRECTOR 1.00 X 0 0 0 KIM FINK PRESIDENT 1.00 X X 0 0 0 AMY GOLDBERG DIRECTOR 1.00 X 0 0 0 NAOMI SEDEK SECRETARY 1.00 44.00 X X 0 189470 5470 BEN SIMON DIRECTOR 1.00 X 0 0 0 BRITT SIMON DIRECTOR 1.00 X 0 0 0 0 189470 5470 0 0 1 0 0 50150 50150 149010 0 149010 149010 149010 199160 0 0 199160 226500 226500 58099 58099 1680 1680 54717 54717 53 53 DIRECT FUND EXPENSES 138 138 341187 226500 114687 0 6650036 7111369 291280 323930 6941316 7435299 0 0 X 6650036 7111369 291280 323930 6941316 7435299 6941316 7435299 -142027 636010 0 X X 0 1 X 1 0 X X 1 TIDEWATER JEWISH FOUNDATION INC 541653165 7 1 284599 0 1 284599 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION B, QUESTION 1 THE BYLAWS ESTABLISH 3 CLASSES OF DIRECTORS: PUBLIC CHARITY DIRECTORS, INDEPENDENT DIRECTORS AND DONOR (FAMILY) DIRECTORS. EACH CLASS IS AFFORDED 3 VOTES. THE PRIOR YEAR RESIGNATION OF THE INDEPENDENT DIRECTORS WHO HAD SERVED SINCE INCEPTION ALLOWED FOR THE APPOINTMENT OF NEW INDEPENDENT DIRECTORS WHICH, ACCORDING TO ARTICLE IV, PARAGRAPH B.2.(D) OF THE BYLAWS, WAS MADE BY A MAJORITY VOTE OF THE PUBLIC CHARITY DIRECTORS. AS A RESULT, THE MAJORITY OF THE DIRECTORS (AND THEIR VOTES BY CLASS) ARE APPOINTED DIRECTLY OR INDIRECTLY BY THE SUPPORTED PUBLIC CHARITY WHICH MAKES THIS A 509(A)(3) - TYPE I SUPPORTING ORGANIZATION, SUPERVISED AND CONTROLLED BY THE SUPPORTED ORGANIZATION. 0 POOLED MARKETABLE SECURITIES 7111369 F 7111369 X 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. FASB 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, 2024. 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. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES INCURRED, IF ANY, RELATED TO INCOME TAX POSITIONS AS OTHER INTEREST EXPENSE AND PENALTIES EXPENSE, RESPECTIVELY. 1 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 EAST 42ND STREET NEW YORK NY 100175833 131656634 501(C)(3) 50000 0 GLOBALHUMANITARIANRELIEFEFFORTS FOODBANK OF SOUTHEASTERN VIRGINIA 800 TIDEWATER DRIVE NORFOLK VA 23504 521219783 501(C)(3) 30000 0 FEEDING OUR CHILDREN THE BACK PACK PROGRAM FORKIDS INC 1001 POINDEXTER STREET CHESAPEAKE VA 23324 541477799 501(C)(3) 20000 0 ENSURING THE EDUCATIONAL SUCCESS OF CHILDREN EXPERIENCING HOMELESSNESS OHEF SHOLOM TEMPLE 530 RALEIGH AVENUE NORFOLK VA 23507 546002056 501(C)(3) 22000 0 INVESTINGINOURFUTURE:CREATINGANENVIRONMENTTHATISEXCITING,ENGAGINGANDEMPOWERING UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 200 VIRGINIA BEACH VA 23462 540535603 501(C)(3) 82000 0 HOLOCAUST/ELIE WIESEL WRITING COMPETITION, CRC ISRAEL TODAY CULTURAL ISRAEL TODAY AND PJ LIBRARY & PJ OUR WAY TEMPLE EMANUEL 424 25TH STREET VIRGINIA BEACH VA 23451 541062067 501(C)(3) 12500 0 HEALINGTHROUGHMUSIC TIDEWATER JEWISH FOUNDATION 5000 CORPORATE WOODS DRIVE SUITE 200 VIRGINIA BEACH VA 23462 541653165 501(C)(3) 10000 0 MULTI-GEN RESOURCES & INSURANCE PREMIUM MATCHING 7 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY ENSURING ALL FUNDS ARE DISTRIBUTED TO SUPPORTED ORGANIZATIONS AND ALL DISTRIBUTIONS ARE CONSISTENT WITH THE PURPOSES OF THE APPLICABLE GIFT OR OTHER GOVERNING DOCUMENTS. 0 0 0 0 0 0 0 0 0 NAOMI SEDEK SECRETARY 0 182338 0 0 0 7132 0 5470 0 0 0 194940 0 0 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 KIM SIMON FINK, BEN SIMON, AND BRITT SIMON ARE SIBLINGS. AMY GOLDBERG IS THE SIMONS' STEP-SIBLING. FORM 990, PART VI, SECTION A, LINE 3 THE TIDEWATER JEWISH FOUNDATION, A RELATED ORGANIZATION, MANAGES THE ORGANIZATION'S FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 WAS MADE AVAILABLE ELECTRONICALLY TO DESIGNATED MEMBERS OF THE BOARD BY E-MAIL FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SECURES AN UPDATED CONFLICT OF INTEREST POLICY EACH YEAR. IF ADDITIONAL KNOWLEDGE SURFACES THAT THERE IS A CONFLICT OF INTEREST ISSUE, ACTION IS THEN TAKEN. 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 XII, LINE 2C THE AUDIT COMMITTEE OF THE TIDEWATER JEWISH FOUNDATION, INC. IS RESPONSIBLE UNDER ITS CORPORATE DOCUMENTS FOR THE SELECTION OF THE INDEPENDENT AUDITORS AND FOR THE OVERSIGHT OF THE ANNUAL AUDIT PROCESS THAT WILL COVER ALL OF THE ENTITIES, ACCOUNTS, AND ACTIVITIES PRESENTED IN THE CONSOLIDATED ANNUAL FINANCIAL STATEMENTS, INCLUDING AMOUNTS REPORTED HEREIN. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION A, QUESTION 1A THE ARTICLES OF INCORPORATION AND BYLAWS OF THE SIMON FAMILY FOUNDATION PROVIDE THAT THERE ARE THREE CLASSES OF VOTING DIRECTORS AND THAT MATTERS ARE TO BE VOTED UPON BY A MAJORITY OF VOTES. THE NUMBER OF VOTES IS ASSIGNED AND LIMITED BY CLASS: (1) TIDEWATER JEWISH FOUNDATION APPOINTED DIRECTORS, 3 VOTES CURRENTLY HELD BY 1 DIRECTOR; (2) INDEPENDENT DIRECTORS, 3 VOTES; AND (3) SIMON FAMILY DIRECTORS, 3 VOTES. TIDEWATER JEWISH FOUNDATION 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23462 541653165 GRANTS AND COMMUNITY PROGRAMS VA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0