Tidewater Jewish Foundation 2023 Annual Report by United Jewish Federation of Tidewater

2023

PREPARED FOR TIDEWATER JEWISH FOUNDATION 2023

Annual Impact Report

Building Today for a Secure Tomorrow. Foundation.JewishVA.org

Table of Contents 02 Friends & Supporters Letter 03 Why Choose TJF 04 Our Principles to Practice & Board of Directors 05 Donor Spotlight 06 Board Member Spotlight 07 Partnering in Perpetuity 08 Simon Passport Story 09 Stein Family Scholarship 10 The Feldman Family Legacy 11 2023 by the Numbers 12 Ways to Give in 2023 13 Tikkun Olam in Action 15 Strengthening Today, Securing Tomorrow 16 Annual Campaign Endowments 17 Simon Family Legacy Society 19 Donor Advised Fund Holders (DAF) 20 Permanently Endowed & Special Purpose Funds

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Dear Friends and Supporters of the Tidewater Jewish Foundation We are filled with gratitude for your unwavering support. Your trust in the Tidewater Jewish Foundation (TJF) empowers us to manage assets that are vital for the enduring vibrancy of our Jewish community. Together, we have navigated a year marked by both challenges and triumphs, always guided by the enduring values of tzedakah and tikkun olam. This year marks the completion of a comprehensive strategic planning process, a transformative step for TJF. Our newly minted strategy focuses on enhancing services, deepening community engagement, and increasing the impact of our philanthropy through four key pillars: Marketing and Education, Multigenerational Engagement, Philanthropic Advisory Services, and Impact through Innovation.

homeland during these trying times. We will share more of this impact in our 2024 Annual Report. In the face of every threat, we stand together, our collective resolve unshaken, as we secure the assets vital for safeguarding the Jewish future. We strive to endure as a community and uphold the essence of our heritage and to foster a world replete with kindness and justice.

is honored, and the promise of our descendants is bright. This is our pledge, this is our legacy, and this is our enduring commitment to the Jewish future. As we look to the future, we invite each of you to join us on this journey. Whether by contributing to existing endowment funds or establishing new ones, your legacy can shape the future of our Jewish community for generations to come.

Our investment in the future is an affirmation—a declaration that no matter the challenge, the Jewish community will not only persist but will flourish. We lay the foundations for generations to come, ensuring that the legacy of our ancestors

Thank you for your continued partnership and commitment to TJF’s vision. Together, we are forging a path of meaningful change and enduring support for our Jewish family here and around the world.

Charlie Nusbaum, Board Chair

Naomi Limor Sedek, President and CEO

With deepest appreciation,

We are proud to share that our mission to build and guide exponentially more resources to empower Jewish life in Tidewater and beyond has never been stronger. We continue to educate and engage community members of all ages, guiding them through tax-advantaged charitable giving strategies that ensure our collective legacy. Our commitment was put to the test most recently with the onset of terrorist threats and war against Israel. Thanks to your support, TJF was ready to act swiftly, administering over $2.7 million to provide relief in Israel. Your grants have made a significant impact on the ground for our

The Tidewater Jewish Foundation would like to extend its sincerest appreciation to The Colony Group, LLC for their continued and generous support of this annual report.

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Why Choose

In the heart of Tidewater Jewish community, the Tidewater Jewish Foundation (TJF), has been a steadfast partner in philanthropy. With over three decades of service, TJF stands as a testament to unwavering support and thoughtful stewardship, embodying a legacy of trust and commitment. Our fundholders are the cornerstone of our work, and we are devoted to providing them with the utmost in service, security, and satisfaction. TJF is the philanthropic choice for those who seek not only to give but to create an impact that resonates through generations. From maximizing tax benefits to ensuring the security and strategic management of funds, from honoring donors’ wishes for recognition or anonymity to establishing a legacy—TJF encapsulates the vision of a vibrant, enduring Jewish future. Here is why:

1. Experience: Since 1984, TJF has been a cornerstone in

organizations, and advisors, turning challenges into opportunities for impactful giving.

Tidewater, managing numerous funds and distributing over $242 million to nearly 1900 charities. Our integrity, transparency, and dedicated service have built a legacy of trust.

6. Flexibility and Simplicity: Our Foundation offers tailored solutions, allowing donors to create funds with their chosen name and charitable purpose, simplifying the giving process.

2. Maximum Tax Benefits: As a public charity, TJF

ensures every fund qualifies for the highest charitable tax deductions allowed by law, maximizing your giving potential.

7. Recognition or Anonymity: TJF respects donor preferences for public acknowledgment or privacy, ensuring your giving aligns with your comfort level.

3. Security: TJF’s Board of Directors oversees prudent investment strategies, ensuring funds meet current community needs while preserving future resources. Each fund is managed and reported individually for optimal performance and security.

8. Legacy: Create a lasting Jewish legacy with TJF,

ensuring your values and causes are supported from generation to generation.

9. Effective Leadership and Accountability:

4. Strategic Philanthropic Services: With our deep

Our Board governs with utmost responsibility, ensuring funds are used in line with donor wishes and adapting to the evolving needs of our community.

knowledge of the Jewish community locally and globally, our professional staff is ready to assist with your charitable goals.

5. Donor Services: TJF’s approach is donor-centric,

10. Permanence: TJF is a lasting steward of charitable

offering responsive, knowledgeable support to individuals,

funds, ensuring long-term management and impact beyond the lifespan of donors, for future generations.

As we look ahead, our promise is clear: we are here not just for the now but for the perpetuity of Jewish life and values. Choose TJF to be your partner in securing a future where every act of generosity is a step towards a stronger, more resilient community.

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Our Principles in Practice. Bringing Tzedakah to Life At Tidewater Jewish Foundation (TJF), our work is built upon the fundamental principles of tzedakah (charitable giving) and tikkun olam (repairing the world). Collectively, we focus on securing, cultivating and growing assets that support a strong, vibrant, sustainable, and connected Jewish community. We provide the resources, guidance, and support necessary to promote philanthropic giving throughout each stage of life, serving as a vital educational resource for individuals seeking to invest in the growth, long term sustainability, and well-being of the Jewish community. From birth to bar/bat mitzvah, retirement and beyond, there are truly so many ways we partner with members of our community to create a lasting impact and direct their charitable giving towards Jewish organizations, educational initiatives, and community development projects. Beginning with our B’nai Tzedek program for Jewish youth, we’re able to intervene early, engaging young people in the act of giving and educating them about the importance of philanthropy. Through this program, we can empower young minds to make informed decisions about charitable giving, enabling them to support causes that align with their values.

insurance policies and other planned giving strategies to simultaneously support the Jewish community, and secure its financial future. We also serve as philanthropic advisors as a part of our donors’ comprehensive estate planning teams, including legacy giving and charitable bequests, ensuring their commitment to the Jewish community endures beyond their lifetime. Through it all, we keep the needs, and the voice of our donors at the forefront. Without a doubt, each person’s philanthropic journey is unique. That’s why we offer personalized guidance and work to identify donor passions and align their giving with those values. Our job is to ensure that everyone, and anyone, can have a lasting and meaningful impact on the causes that matter most to them. With our extensive network of partners, we continue to make a positive impact on our community. Together, we are securing a vibrant and thriving Jewish community. Our work is far from over, and we invite you to stand with us on this incredible journey. Your support is instrumental in shaping the future of our community and ensuring that our values and traditions endure from generation to generation.

Then, as those young leaders progress into different life stages, TJF grows with them, providing guidance on donor advised funds, charitable life Foundation.JewishVA.org | Copyright © 2023 Tidewater Jewish Foundation. All Rights Reserved.

Tidewater Jewish Foundation Board of Directors Officers: Charles Nusbaum, Chair Edward Kramer, Chair-Elect, Audit & Finance Chair Todd Copeland, Treasurer Paul Peck, Secretary Members At-Large: Michael Barney, Gift Acceptance Chair Raizy Cook Kim Fink Mona Flax, UJFT President-Elect Alicia Friedman Randi Gordon Laura Gross, UJFT Past President Byron Harrell, Investment Chair Jason Hoffman David Kamer Jay Klebanoff Jay Kossman David Leon, UJFT President Betty Ann Levin, UJFT Executive VP Joel Nied Andrew Nusbaum Sandra Porter Leon, Grants Chair Neil Rose, PAC Chair Richard Saunders Roger Schultz Aron Slone John Strelitz Jody Wagner, Past Chair Edward Karotkin, Life Trustee Life Trustees: Michael Blachman Robert Copeland Marcia Hofheimer Ron Kramer Jerrold Miller Robert Rubin Annabel Sacks Steve Sandler Marilyn Simon-Weinberg Helen Sonenshine Lawrence Steingold Arlene Strelitz Alvin Wall

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Donor Spotlight

Building Tomorrow: Edie Schlain’s Journey with the Tidewater Jewish Foundation

The best things in life are free. Like advice on legacy and philanthropic planning from the professionals at Tidewater Jewish Foundation (TJF), free to current and future fundholders like Edie Schlain. Her story is one of commitment, legacy, and the power of giving. Growing up in Norfolk, Edie’s life was deeply entwined with the Jewish community. From her early days at the JCC to her active involvement in local congregations, her journey has been marked by a profound dedication to tzedakah, a value that has guided her every step.

generation’s engagement. In her eight years as president of a local congregation, Edie has witnessed a reluctance among younger individuals to step into leadership and philanthropy roles, often citing busy family lives. “It’s a different mindset now, a different time,” Edie muses. Yet, she recalls that when she was a young professional with a career, simultaneously being a wife and mom, she and her husband always found a way to balance work, family, and service, instilling these values in their son amidst his many activities.

Edie’s career took her from the familiar of Norfolk to the bustling avenues of Philadelphia, where she honed her skills as a buyer for a major retail chain. But even as her career flourished, her heart remained anchored in her community and the lessons of her youth. This enduring commitment led Edie to make a decision that would extend her impact far beyond her lifetime: establishing a fund with the Tidewater Jewish Foundation (TJF).

This shift in generational engagement is precisely why Edie believes in the power of setting up funds with TJF. It’s a proactive step, not only to support the community today but to safeguard its future. “It’s not about how wealthy you are,” Edie clarifies. “I’ve seen many who aren’t wealthy give generously. They just planned.” Her insight is a call to action, emphasizing that with thoughtful planning, anyone can contribute to the continuity and flourishing of Jewish life and values, ensuring that organizations and causes that matter continue to receive support, regardless of the changing tides of generational involvement.

“I’ve always believed in the power of giving,” Edie says, reflecting on her decision. “You can’t take it with you, but you can certainly ensure it goes a long way in doing good.” Her fund, carefully crafted to support eight organizations close to her heart, is a testament to her belief that we all have the power to make a lasting difference. Edie established a legacy fund with the Tidewater Jewish Foundation through the Life & Legacy Program where at least 50% of her legacy gift will go to Jewish causes. This is more than a financial transaction—it’s a pledge, an assurance that her commitment to the community will endure. “We accumulate so much in life, but in the end, we can’t take it with us. What we can do is leave something behind that speaks of who we were and what we believed in,” she shares. Edie’s commitment to her community and her role in stewardship extends into deep concern for the next

Edie’s story is not just one of philanthropy but also of inspiration. It’s a call to action for each of us to consider how we can use our resources, whether current or future, to build a legacy that resonates with our values and visions. “It’s about making a difference that lasts,” Edie emphasizes. “It’s about ensuring that the values we cherish, the community we love, carry on. That’s the true wealth we leave behind.” Through TJF, Edie’s commitment will continue to support and strengthen the Jewish community for generations to come, proving that anyone can make a meaningful contribution to the future.

RIGHT TO LEFT - EDIE, HER HUSBAND LOUIS AND HER SON, ADAM

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Board Member Spotlight

CAPTION: FATHER IN-LAW, JULIAN B. JACOBS (DECEASED); SON, CAMPE GOODMAN; MARTHA AND ROB GOODMAN; SON IN-LAW AND DAUGHTER, DOUG AND MARIA HILLEBRANDT

Tidewater Jewish Foundation (TJF) honors the service and vision of outgoing board member Rob Goodman. His tenure on the board has been marked by a steadfast dedication to the Foundation’s mission and the broader Jewish community. Rob’s journey with TJF began through his insightful leadership at the Ohef Sholom Temple, where he played a pivotal role in creating a foundation for endowment funds currently housed at TJF, safeguarding them for the congregation’s long-term benefit. His strategic decision to affiliate with the Foundation was rooted in a profound understanding of the importance of expert fund management—a decision that has reaped significant benefits over time. During his time on the board, Rob has been a proponent of innovative giving, particularly praising the Foundation’s donor-advised funds as a means for families to create a tangible legacy. “It’s not about the size of the fund,” Rob remarked, “but about the goodwill it generates. Giving to the community is about leaving a legacy that extends beyond our lifetimes.” The fund that he has established with TJF serves as a testament to his passion and commitment to a thriving Jewish community, beyond his lifetime.

His personal commitment to philanthropy is deeply interwoven with his life’s work. From his advocacy for education, as evidenced by supporting at-risk youth from their formative years to Ivy League achievements, to his legal practice that spans a holistic integration of estate planning and charitable giving, Rob embodies the spirit of community service. As a partner at Kaufman and Canoles, a prominent law firm in the Hampton Roads area, his work continues to influence and shape the community he serves. His professional acumen and philanthropic endeavors make him a respected figure in the legal field and the Jewish community. Married to Martha since 1970, they share a life full of adventure and exploration, with their love for travel taking them to diverse destinations around the globe.

Their shared passion for discovery and learning complements their dedication to community service. Their son, Campe, and daughter, Maria, have been inspired by their parents’ commitment to philanthropy and community service. The Goodman family’s values of giving back and staying engaged are a testament to Rob’s belief in the power of legacy and community impact. As he steps down, his legacy remains—a legacy that underscores the fundamental role of engaged board members in guiding the Foundation’s mission forward. His vision for TJF, one where funds are wisely invested, and charities are thoughtfully chosen, will continue to influence the Foundation’s work in nurturing a community where giving is both a tradition and a reflection of our shared values.

ROB IN AFRICA

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Partnering in Perpetuity

A great example of TJF’s impact can be seen in its partnership with Ohef Sholom Temple (OST). The Reform synagogue is the largest in the Hampton Roads area and a cornerstone of religious life and leadership in the community. In addition to spiritual services, OST is known as a hub for cultural, social justice, and educational activities. Sharon Nusbaum, OST President, extols this partnership: “Kurt Rosenbach, of blessed memory, had the foresight to initiate an endowment campaign as a way of ensuring OST’s long-term financial security. For our leadership, there was no question that we would house our endowment at TJF. Through Life & Legacy and other campaigns, we have continued to grow our endowment and relationship with TJF. It’s a treasured partnership. We continue to look for ways to deepen our ties.” Through meaningful legacy conversations, TJF professionals and temple representatives engage with donors to establish either unrestricted or restricted endowment funds. These discussions align donor interests with enduring support options, whether it’s endowing membership dues to sustain the congregation in perpetuity or creating special interest funds for initiatives like preserving archives or supporting religious school programming. This partnership ensures a continuous and targeted impact, tailored to the unique needs and aspirations of each donor and the Jewish community. TJF’s work with Ohef Sholom is a success story and an inspiration for other agencies to create their own Endowment funds through TJF. Doing so can secure their future, enabling them to focus on what they do best: serving the community and enriching Jewish life. The Foundation’s approach is rooted in collaboration: “It is through our donors, affiliates, and partners that we can continually fulfill the needs of those locally and globally,” states Naomi Limor Sedek, President and CEO of TJF. “This collaborative spirit has positioned TJF as a respected and trusted philanthropic organization in the Jewish community.” The Tidewater Jewish Foundation, through its partnerships, continues to be a pillar of support, guiding the community toward a secure and vibrant future. As TJF looks ahead, its commitment to building enduring legacies remains steadfast, ensuring that today’s Jewish values will illuminate tomorrow’s paths.

OHEF SHOLOM, NORFOLK VA (PHOTO CREDIT: JEWISH NEWS)

Tidewater Jewish Foundation (TJF) continues its role in shaping the landscape of Jewish life through development assistance and strategic investment of endowment funds. TJF’s commitment to its agencies and affiliates enables the growth and perpetuation of each entity, which enriches the Jewish community’s cultural, spiritual, and educational fabric. TJF’s role extends beyond immediate needs. By partnering with local synagogues and agencies to establish and grow endowment funds, TJF ensures its sustainability for years to come. TJF also manages Jewish supporting organizations and family foundations, broadening its impact locally and globally.

SHARON NUSBAUM, OST PRESIDENT (PHOTO CREDIT: OHEF SHOLOM)

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Elijah Muhlendorf’s Journey to Heritage: The Simon Family Passport to Israel Experience Travel can transform perspectives and connect cultures, and the Simon Family Passport to Israel Fund, housed at Tidewater Jewish Foundation (TJF), supports Jewish students’ educational and cultural enrichment, fostering a deeper connection to their heritage and community. The fund has proven to be a gateway to life-altering experiences for young Jewish individuals like Elijah Muhlendorf. Elijah’s long-awaited trip to Israel was a dream come true, a journey initially planned for his bar mitzvah but postponed due to the COVID-19 pandemic. His participation in the program, which included a session at Sababa Beach Camps and a BBYO Passport trip, was a transformative experience, one that profoundly impacted his understanding of his Jewish identity and the broader Jewish community. From the onset, Elijah’s trip was about building connections. Despite arriving in Israel knowing only two people, he quickly formed bonds with his travel group of 40 diverse individuals, sharing the common thread of their Jewish faith. “This experience of traveling with other teens connected us quickly,” Elijah reflects. “Being Jewish defines who I am, and in Israel, I felt part of the majority for the first time.”

His journey was not just about exploring Jewish heritage but also about appreciating cultural diversity. From the serene Baha’i gardens in Haifa to the quiet desert night with the Bedouins near the Dead Sea, each experience enriched his understanding of the region’s diverse cultural fabric. The visit to Sidnyanna of Galilee, where Jewish and Arab women worked together to produce olive oil, was particularly impactful. “It was inspiring to see how they work together,” Elijah recalls. One unexpected souvenir from his trip was a jellyfish sting, leaving a small scar – a physical reminder of his adventure and a story he will undoubtedly share for years to come. Elijah’s journey to Israel was more than a trip; it was a journey of discovery, connection, and personal growth. “Israel is a special place, and I am grateful for the experience. It has given me a new perspective on my place in the Jewish community and the world,” he concludes. The Simon Family Passport to Israel Fund continues to strengthen the ties of young Jewish individuals to their heritage, culture, and community, nurturing a deeper understanding and appreciation that will last a lifetime. Foundation.JewishVA.org | Copyright © 2023 Tidewater Jewish Foundation. All Rights Reserved.

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

The Stein Family Scholarship: Fostering Futures, Fulfilling Dreams

2023 SCHOLARSHIP WINNER JOHN WEBER WILLIAMSON

of early diagnosis and intervention for children with special needs. This understanding has shaped his decision to major in Psychology at Old Dominion University (ODU), focusing on cognitive and clinical psychology.

The Stein Family College Scholarship Fund, established in September 2008 at the Tidewater Jewish Foundation, is more than financial assistance; it is the living legacy of Arlene Shea Stein, a woman whose life exemplified altruism and love. Her children and grandchildren, driven by Arlene’s unwavering spirit and her unfulfilled aspiration for higher education due to financial constraints, created a scholarship fund in her memory to make higher education accessible to those facing similar obstacles. Bolstered by a significant gift from her husband Gerald Stein and numerous subsequent donations, the fund honors Arlene’s belief in the transformative power of learning. Today, the Stein Family Scholarship stands as the largest in Jewish Tidewater, providing up to $80,000 over four years, allowing students to chase dreams far beyond their financial reach. Her children and grandchildren perpetuate this commitment to education and Jewish values, by their continuous contributions to the fund. Congratulations to the 2023 scholarship recipient, John Weber Williamson, who embodies the values and aspirations that the Stein family holds dear. Originally from Chesapeake, VA, John’s personal journey and academic goals resonate deeply with the scholarship’s mission. With two older brothers with autism, John has a profound understanding of the challenges and importance

John’s commitment to his community is evident in his diverse volunteer work, from participating in environmental causes to aiding health initiatives. His induction into the National Honor Society is a testament to his dedication to service and leadership. The Stein Family Scholarship has been pivotal in allowing John to fully embrace college life, including his acceptance into the Living-Learning Community at ODU, where he can collaborate and grow with peers who share similar academic interests. John’s motto, “Do not be afraid to do what you love and are passionate about, even if others don’t agree,” is an example of the drive and determination the Stein family aims to nurture. As he embarks on his academic journey at ODU, the Stein Family Scholarship ensures that John’s passion for making a difference in the field of psychology and his dedication to helping those with special needs are not just dreams but achievable realities.

Eligibility Scholarship applicants must be Jewish and be current residents of Hampton Roads (Chesapeake, Norfolk, Portsmouth, Virginia Beach, Suffolk, Isle of Wight County, Hampton, Newport News, and the Peninsula). Applications Accepted: December 1st through March 1st. https://foundation.jewishva.org/ stein-family-scholarship

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Nurturing the Next Wave of Healthcare Excellence: The Feldman Family Legacy The Feldman Family Medical & Health Professions Student Scholarship is an initiative that embodies the principle of planting seeds for growth within both the Jewish and medical communities. Dr. William and Mary Feldman, guided by their belief in the power of education and the strength of the Jewish people, have created a legacy that invests in the success of individuals pursuing healthcare professions. The scholarship grants up to $10,000, annually for a Virginia Jewish student who has been accepted to a Virginia institution for a degree in the medical or health field. Dr. Feldman, a pediatrician who devoted 33 years to the Hampton Roads community and actively contributed to the Eastern Virginia Medical School, along with his wife, Mary, understood the significance of encouraging Jewish representation in Virginia’s healthcare system. Their scholarship is more than a fund; it’s their compassionate concern, their esteem for education, and their commitment to fostering knowledge in the fields that ensure our wellbeing. Nophar Tzilil Yarden is the recipient of the 2023 Feldman Family Medical & Health Professions Student Scholarship administered through the Tidewater Jewish Foundation (TJF). A third-year medical student at Virginia Commonwealth University (VCU), Nophar embodies the very virtues the Feldman’s sought to champion. Motivated by her family’s medical history and the prevalence of BRCA-1 gene mutations in Ashkenazi Jews, Nophar’s journey in medicine is deeply personal. She is a passionate advocate for health equity and research, founding VCU’s Jewish Medical Student Association to elevate Jewish presence and address community-specific medical concerns. Teaching Hebrew to young students, she exemplifies the balance between advancing healthcare and nurturing Jewish life, paving a path of educational excellence and community service. Dr. and Mrs. Feldman believe that “empowering and investing in the next generation of medical and health professionals within the Jewish community is not just a responsibility, but also a privilege.” Nophar represents this investment—a brilliant example of how nurturing potential leads to excellence in care and a stronger community. The Tidewater Jewish Foundation, along with the Feldman family, celebrates Nophar’s achievements and looks forward to the impact she will undoubtedly have in healthcare and the Jewish community for years to come.

2023 SCHOLARSHIP WINNER NOPHAR TZILIL YARDEN

Eligibility Through the Tidewater Jewish Foundation, the Feldman Family Medical and Health Professions Student Scholarship is awarded to Virginia Jewish students who have been accepted into an Appropriate Health Care Degree Program. Applicants must: • Identify as Jewish and have a 3.0 GPA • Live in Virginia, with priority to those from Hampton Roads • Be accepted into an Appropriate Health Care Degree Program or a postgraduate degree-granting institution in the United States as a full-time, degree-seeking student. Preference given to Virginia institution enrollees. Applications Open: MAY 1 – JULY 1 https://foundation.jewishva. org/feldman-scholarship

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

2023 BY THE NUMBERS

INVESTMENT REPORT FOR THE YEAR July 1, 2022 - June 30, 2023

Large growth stocks began a strong rally in the 3rd and 4th quarters of the fiscal year. Large IT companies, such as NVIDIA, Microsoft, Google and Apple began to invest in Artificial Intelligence and the market

Bonds were of little help as the FOMC continued to hike rates. The FOMC raised rates 10 times from March 2022 through May 2023 that weighed heavy on the bond prices. The Bloomberg Aggregate index lost 90 bps during fiscal year. The Tidewater Jewish Foundation’s main pool invested through its partnership with the JCEP, LLP, returned 10.4% for the fiscal year.Performance led 72% of the Endowment and Foundation Universe of

entities with assets greater than $50 million. Returns were strong on a risk-adjusted basis, as performance for the last 5 years captured 112% of the index when it was positive and only 98% when the benchmark was negative. The investment markets and economy have shown resiliency in the face of continued rate hikes and the widely predicted recession. Employment is strong, consumers continue to spend, and inflation is moderating. Most observers believe we are likely to have a mild recession in 2024. The depth likely depends upon the FOMC and the path of rate hikes. J. Timothy Jester, CAIA©, AIF© Managing Director, Institutional Advisory Practice, The Colony Group

2023 Growth of TJF Assets Total Assets for FY2023 $127 million

Momentum began to change in the second half of the second quarter, partially due to introduction of Large Language Models and Artificial Intelligence. The S&P 500 was up 7.6% for the second quarter of the fiscal year. Non-US stocks outperformed domestic stocks largely due to a decline in the dollar. Developed market stocks were up 17.3% and emerging market stocks were up 9.7%.

embraced the future of the technology. The S&P 500 was up 16.9% for YTD as of June 30, 2023. However, the performance of the index was largely due to the 7 largest stocks that were up over 60% while the other 493 stocks in that index were up only 4.6%.

Millions

The investment markets began the fiscal year by continuing the negative performance of the previous year. The historically high rates of inflation, rate hikes by the Federal Reserve’s Open Market Committee (FOMC), and the continued fighting in Ukraine weighed on the markets. The S&P 500 declined 4.9% during the first quarter Foreign stocks struggled also, as developed markets were down over 9% and emerging markets were down over 11%.

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

F I N A N C I A L

S U M M A R Y

Combined Financial Summary As of June 30, 2023

For the Year Ended June 30, 2023

ASSETS:

REVENUES AND SUPPORT:

Cash, receivables and other current assets

$2,001,575 $120,103,936

Investment portfolios Other assets

$5,015,196

Total Assets

$127,120,707

LIABILITIES AND NET ASSETS:

$10,205,577

Contributions and support

$245,066

Other net income Net investment income and appreciation

$11,155,526

Total revenues and support

$21,606,169

GRANTS AND EXPENSES:

Affiliate funds payable

$32,870,646

Charitable distributions and grants

Split interest agreements payable

$1,113,486

Split income non-charitable distributions

$72,227

Grants and other payables

$13,407,780 $129,695

Fund and operating expenses, fees

$1,491,793

Net Assets

$93,064,348

Total grants and expenses

$15,029,268

Total liabilities and net assets

$127,120,707

Change in net assets

$6,576,901

* These condensed financial summaries of the ending balances and the activities for the fiscal year ending June 30, 2023 do not include all disclosures or the presentation format required by generally accepted accounting principals (GAAP). Complete audited financial statements combining the ending balances and activities of Tidewater Jewish Foundation and its Supporting Foundations for this period, which are prepared and presented in accordance with GAAP, including all required disclosures, will be made available upon request and posted to www.Foundation/JewishVA.org by December 31, 2023.

Investment Asset Allocation 31.4%

Total Long-0nly Equity

36.8%

Total Marketable Alternatives

16.4%

Private Investments

15.4%

Fixed Income / Cash

Investment Performance | Annualized Returns 1 Year

3 Year

5 Year

10 Year

TOTAL TJF PORTFOLIO

10.4%

9.5%

6.0%

5.8%

BLENDED INDEX TARGET

7.4%

5.4%

4.4%

4.7%

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Tikkun Olam in Action TJF’s Community Impact Grants Program, through a meticulous and fiscally responsible selection process, provides financial support to unique and groundbreaking initiatives that enrich and progress the Jewish community. The funded projects showcase innovation and dedication. Each program narrates a story of community enhancement, from educational ventures to cultural enrichment. By investing in the present, TJF shapes a legacy for tomorrow. Each grant serves as a

testament to our belief in the transformative power of responsible philanthropy. The Community Impact Grants Program is more than just a funding mechanism; it’s a catalyst for innovation and progress within the Jewish community. As we reflect on this year’s accomplishments, we are inspired by the potential of what lies ahead. Together, we are not just funding projects but building a legacy of growth, learning, and unity.

$296,000

available to Community Impact Grants

Funded programs/grants in 2023

To learn more about the Community Impact Grants Program visit foundation.jewishva. org/community-impactgrants or scan the QR Code

Brody Jewish Center – Hillel at the University of Virginia | at Camp WaJew Jewish first-year students at UVA forged strong connections and gained insights into campus life and Jewish opportunities. This immersive experience, fostering community and leadership, promises enduring benefits as participants become active, engaged ambassadors for Jewish life at the university and beyond. brodyjewishcenter.org

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023 B’nai Israel – The Low Family Playground A new playground offers more than just fun. It’s a vibrant space where young Jewish families connect, fostering community bonds and passing down traditions and values to the next generation. bnaiisrael.org

The Strelitz International Academy’s Cooking Center Grant funding supported the revitalization of the cooking center with state-of-the-art appliances and a magnificent new “community” island, inviting Early Years students to engage actively in culinary education. This enhanced facility enriches the present learning experience and sows seeds for lifelong healthy habits within the Jewish community. strelitzinternationalacademy.org

Tikkun Olam Makers (TOM) Funding from TJF sponsored fellows at the University of Virginia and Virginia Tech, who led teams to devise affordable assistive devices, including a transformative car handlebar extender, thereby directly improving daily life for individuals with mobility challenges. tomglobal.org

The Yeshivas Aish Kodesh Beis Medrash Funding provided new tables, chairs, and computers. This comfortable and functional environment fosters focused study and prayer, enabling students to fulfill their potential, thus enriching the Jewish community’s educational and spiritual foundations for the future. yeshivasaishkodesh.com

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Strengthening Today, Securing Tomorrow: The TJF-UJFT Partnership At TJF, we honor the collaborative relationship with the United Jewish Federation of Tidewater. While TJF is dedicated to securing Jewish futures through legacy gifts, invested strategically, UJFT plays a crucial role in ensuring a dynamic and enriched Jewish community in the present. Additionally, TJF actively contributes to the development of Lion of Judah Endowments (LOJE) and Perpetual Annual Campaign Gifts (PACE), further strengthening our community’s foundations for generations to come.

$1.98 Million distributed to UJFT/JCC and Sandler Family Campus from LOJE/PACE funds, other restricted funds, DAFs, other foundations, and invested reserve funds.

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Annual Campaign Endowments Perpetual Annual Campaign Endowments PACE donors have established an endowed fund for the benefit of the UJFT Annual campaign, ensuring that their legacy of support for the Tidewater Jewish community continues in perpetuity. *of blessed memory | Denotes new member | as of 10/6/2023

Janice J. Aleck Warren & Helen Aleck Susan Alper Jody Balaban Leigh & Linda Baltuch Helen Jayne & Melvin Barr* Dolores & Alan Bartel* Gary Bartel Elena Baum David Brand Percy Brill* Aaron Busch* Deborah M. Casey Jeffrey Chernitzer Robert Copeland Todd Copeland Mark Dreyfus Bronia Drucker* Barbara Dudley Martin Einhorn* William & Mary Feldman Hyman Fine* Matthew & Karen Fine Alan Fleder* Adam Foleck

Jack & Jodie Frieden Alan M. & Beverly G. Frieden Leonard Frierman* Penelope & David* Gallo Sydney Gates* Barb Gelb June & Joseph Goldman* Victor Goodman* Joyce & Harry Graber William Greene* Steven Harwood Denise & Jason Hoffman Abbey Horwitz* Howard Horwitz Edwin* & Nancy Jacobson Bernard Jaffe* Carol & Joel Jason Robert Josephberg Arthur & Phyllis Kaplan* Scott & Erica Kaplan Warren Karesh* Edward Karotkin Steven & Marilyn Kayer Jay Klebanoff

David Konikoff Edward A. & Anne Kramer Ron Kramer Irwin Kroskin* David & Adel Kruger* Susan Kurtz Howard Laderberg* Sanford L. & Mavolyn B. Lefcoe* Corrie Lentz David Leon Miles Leon Betty Ann Levin Kirk Levy Richard Lombart Janet Mercadante Jerrold Miller Burton Moss Alyssa & Jonathan Muhlendorf Stacey Neuman Joan Nusbaum* Pincus Paul* Felix & Erinn Portnoy David & Rona Proser Julian Rashkind*

Judith Rosenblatt Gene D. & Sharon A. Ross Joanne E. Batson & Philip S. Rovner Judith & Robert Rubin Sarita Sachs* Leon R. Sarfan Helen & Buzzy Schulwolf* Sandy & Norman Sher Shore/Kaufman* Britt & Shelly Simon Ronald Spindel Dorothy & Ron Spitalney John Strelitz Sandy Tabachnick Nancy & Alvin Wall Jody & Alan Wagner Doris Waranch Steven Warsof Kenneth Weinstein Amy Zelenka Betty & Henry Zetlin* Dorothy Zimmerman UJFT General PACE UJFT Israel and Overseas

Lion of Judah Endowments LOJE donors are women who have endowed their annual campaign gifts to ensure they will be made every year in perpetuity. Donors wear the Or L’Atid (Light Unto the Future) flame on their pins as a symbol of this lasting commitment to the community. Bonnie Brand Stephanie Calliott Marsha L. Chenman Bertha Segall Chenman* Barbara U. Dudley Ann Copeland Anne Fleder Gail Fleder Esther Fleder* Shari Friedman Helen Gifford* Amy Ginsburg Hara Glasser-Frei

Laura Gross Fay Halpern* Brenda Horwitz Beth Cohen Jaffe Lee Jaffe* Sheila Josephberg Eileen Kahn Mimi Karesh* Betsy Karotkin Jodi Klebanoff Sofia Konikoff* Cynthia Kramer Alma Laderberg*

Phyllis Lannik* Telsa Leon* Betty Ann Levin Amy Levy Karen Lombart Martha Mednick-Glasser Laura Miller Marcia Moss Eleanor Rashkind* Judy Rubin Annie Sandler Toni Sandler Terri Sarfan

Lynn Schoenbaum Deborah Segaloff Annette Shore* Marilyn Simon Weinberg Cheryl Sloane Linda Spindel Jane Stein Joyce H. Strelitz* Randi R. Strelitz Renee Strelitz Sylvia Yavner*

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Simon Family Legacy Society A Commitment to Tomorrow The Simon Family Legacy Society celebrates the foresight and dedication of those who pledge to preserve the future of our Jewish community. The Society includes all contributors who have promised a lasting gift or currently sustain an endowed donation through TJF. *of blessed memory | Denotes new member | as of 10/6/2023

Bertram Aaron* Laurent Abitbol Rachel & David Abraham Rachel & Marc Abrams Adelle & Herman* Adler Helen & Warren Aleck Janice Aleck Kimberley & C. Earl Allsbrook Benjamin Altschul Sylva B. Altschul* Jasmine Amitay Tamar & Rabbi Jeffrey Arnowitz Karen Ashkenazi Patricia* & Avraham Ashkenazi Andrew Auerbach Leslie M. Auerbach Rosalyn Levy August Gail & Thomas* Bachman Jody Balaban Linda & Leigh Baltuch Babbi & Brad Bangel Bessie Banks* Roslyn & Michael Barney Elena & Gary Baum Bobby & Jack Barr* Helen Jayne & Melvin Barr* Dolores & Alan Bartel* Gary Bartel Marlene Bass* Susan & Jon Becker Linda & Calvin Belkov* Lisa Benjamin Gail & Bill Berger Marcia & Amos Berkovich Beth Hirsch Berman Carole & William* Bernstein Helene Bernstein Richard Beskin Roy Beskin Frances Levy Birshtein* Paula & Michael Blachman Leyba & Herman Blumenthal* Moira Wright Bodner Bonnie & David Brand Rashi & Rabbi Levi Brashevitzky Isabel & Louis Brenner* Bernice & Percy Brill* Elyssa Brinn Joan Brock Edmund Brodie* Wendy Jo Einhorn Brodsky & Ronald Brodsky

Eleanor & Leonard Brooke Marjorie & Robert Brotman Beryl & Steven Brown Carol & Allan Brum Larry Bublick Norbert Bublick Kelly Burroughs Aaron Busch* Alice E. Buxbaum Marilyn & Stuart* Buxbaum Stephanie Calliott Elyse & David Cardon Rose & Armond Caplan* Deborah Mancoll Casey Marsha L. Chenman in Memory of Sol & Bertha Chenman Jeffrey Chernitzer Rita Cogan* Charlene & David Cohen Leo Cohen Ronnie Lynn Jacobs Cohen Ruth & Aaron Cohen Sol W. Cohen* Barbara & Harvey Coleman Barry Comess* Jean* & Allan Comess Raizy & Rabbi Velvel Cook Allison & Jeff Cooper Minette & Charles Cooper Monica & John Cooper Ann & Robert Copeland Robin & Todd Copeland Edward Cross* Stuart Davis* Lisa & Mark Delevie Renee & Arthur Diamonstein* Esther & Glenn Diskin Judy & Larry Dobrinsky Susan & Allan Donn Dr. Carol Downing Ronald Dozoretz* Abby & Mark Draluck Leora & Nathan Drory Bronia Drucker* Barbara Dudley Ingrid & David Edery Andie Eichelbaum Susan & James Eilberg Lois & Barry Einhorn Susan & Martin* Einhorn Devorah & Morris Elstein Dianne Epplein

Adrienne Lehman-Winkelmann Epstein & Edwin S. Epstein Shayne R. Evans Thelma Fantuch* Jeffrey Feld Mary & William Feldman Freda & Jules Feuer* Barbara & Andrew Fine Jan & Morris Fine Karen & Matthew Fine Hyman Fine* Minnie S. Fine* Nancy & Sheldon Fineman Kim & Andrew Fink Mandi & Ross Firoved Gail & Joel Flax Mona & Jeffrey Flax Anne Fleder Esther & Alan Fleder* Gail Fleder Joseph Fleischmann* Nataly & Seth Fleishman Barbara Fletcher* Kristy & Adam Foleck Sandra & Pete Forte-Nickenig Colleen & Andy Fox Helen Frank Rita Frank Edwin Franklin Barbara Fried Harry Fried Cantor Wendi & Gigi Fried Kathleen & Walter Fried* Claire & Marvin Friedberg Beverly & Alan Frieden Jodie & Jack Frieden Rosa Frieden* Alicia & Robert Friedman Celia & Jay Friedman Debbie & Mark Friedman Jerome Friedman Leslie Friedman Shari Dozoretz Friedman Ann & Louis Friedman* Fannie & Milton Friedman* Margaret & Leonard Frierman* Penny & David* Gallo Sidney Gates* Karen Gershman Helen G. Gifford* Amy Ginsburg Pam & Arty* Gladstone

Martha Mednick Glasser Rose Frances Glasser* Hara Glasser-Frei Pearl Glassman* Carly Glikman Gail L. & Donald Gogan William Goldback* Farideh & Norman Goldin Charles Goldman Elaine Goldman Jane Klein Goldman Beatrice & Harry Goldman* June & Joseph Goldman* Bootsie & Morty* Goldmeier Lawrence Goldrich* Laura & Keith Goldstein Steven A. Goldstein Ann Goodman* Martha & Robert Goodman Victor Goodman* Barbara S. Gordon Janet* & Daniel Gordon Paula & James Gordon Freda & Tavia Gordon* Joyce & Harry Graber Helene & Bernie Grablowsky Susan M. Graves William Greene* Carol & Ralph Greenhut Helen & Yehudah Griffin Laura & Fred Gross Louis Grossman Sharon & Michael Grossman Rose Ann Grossman* Carla O. Grune Fay & Norris Halpern* Jeri Jo & William* Halprin Amie & Byron Harrell Ellen & Jonathan Harris Susan C. Alper & Steven J. Harwood Mickey & Stuart Held Zena Herod Denise & Jason Hoffman Marcia Hofheimer Thomas Hofheimer* Marilyn & Stanley I.* Holzsweig Brenda & Abbey* Horwitz Susan & Howard Horwitz Ellen Rostov Hundley Shyrlee Hurwitz Connie & Marc* Jacobson

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023 Nancy Sacks Jacobson & Edwin* Jacobson Beth & Nathan Jaffe Michael Jaffe Lee & Bernard Jaffe* Rose & Joseph Jaffe* Carol & Joel Jason Gabriele Jiannas & Dr. Fred Pugh Paul & Barbara Johnson Sheila & Robert Josephberg Dorothy & Howard Kahn* Eileen & Stewart Kahn Marcia Samuels & David Kamer H. Lee Kanter* Kathy & Jerry Kantor Reatha & Barry* Kantor Bruce Kaplan Erica & Scott Kaplan Bernice & Milton Kaplan* Libbie & Albert Kaplan* Phyllis & Arthur Kaplan* Sue Ellen Kaplan Roberta Joy Kaps Mimi & Warren Karesh* Betsy & Ed Karotkin Florence Karp* Melissa & Aaron Kass Juliet A. Katz* Ellen & Larry* Katz Alene & Ron Kaufman Linda Kaufman Ted G. Kaufman Marilyn & Steven Kayer Debra Keeling Reva & Lee Kelberg* Marissa & Benjay Kempner Arlene & Isidoro Kessel Arlene* & Howard Kesser Kay & Barry* Kesser Janna & Arnold Kestenbaum Jodi & Jay Klebanoff Hanna & William Klebanoff* Esther & Andrew Kline Sofia* & David Konikoff Wendy & Albert Konikoff Melanie & Alex Kordis Joyce & Jay Kossman R. Mark & Brenda O. Kozak Anne & Edward Kramer Cindy & Ron Kramer Milton Kramer* Rabbi Marc Kraus Celia Krichman* JoAnn Kroll Irwin Kroskin* Sylvia & David Krug* Adel & David Kruger* Sue & Jeff Kurtz Nichole & David Kushner Alma & Howard Laderberg* Jody & David Laibstain Phyllis* & David Lannik Robert Lansing Selma & Leon Leach* Sharon Leach Mavolyn B. & Sanford L. Lefcoe* Edward Legum Leslie* & Jay Legum Lorna & Steven Legum

Ina & Martin Leiderman Corrie Lentz David Leon Lisa Leon Sandra & Miles Leon Telsa & Arnold Leon* Betty Ann & Scott Levin Natalie Levinson* Amy & Kirk Levy Paula Levy Gail & Joel Lewis Mark Lipton* Sara & Rabbi Gershon Litt Elayne & Jeffrey Littman Robert Liverman* Rabbi Dr. Mordechai Loiterman Karen & Richard Lombart Joan Kaplan London Becca Lovitz Jason Lovitz Marcia Lovitz Bernard Lubschutz* Joseph Lust Herman Mallick* Rabbi Rosalin Mandelberg B. Thomas Mansbach Raizel & Rabbi Shmuel Margolin Rychel & Rabbi Aron Margolin Martin Marin Brandy Martire Nicholas Martire Paola & Noah Matilsky Jordan Asher & Jody Mattison Debra & Bernard Mayer Andrea McGuinness Thomas McGuinness Deborah & Jerry Meltsner Shaina Ettel & Rabbi Menda Janet W. Mercadante Ellen & Bryan Mesh David Metzger & Alicia Willson-Metzger George Metzger Laura & Jerry Miller Hallie Miller* Tanya Miller Heather & Doug Moore Betty Moritz Melvin Morrison* Marcia & Burton Moss Alyssa & Jonathan Muhlendorf Evelyn Munden Rena & Michael Myers Judith & Stuart Nachman Sara & Norbert Newfield Mimi & Frederic* Nicholson Alan Nordlinger Rosalind & Harry Norkin* Joan Nusbaum* Lois & Bertram Nusbaum* Robert Nusbaum* Marlene Nusbaum Nancy & Charlie Nusbaum Sharon & Bill Nusbaum Carolyn & Charles Osman* Kelli Anne & Bryan Pace Abbey Pachter Barbara & Joseph Patish* John Patton

Pincus Paul* Charitable Trust Linda R. Peck Nancy & Stanley Peck Stephanie & Paul Peck Alex Pomerantz Erinn & Felix Portnoy Rona & David Proser Eleanor & Julian Rashkind* Ann & Allen Richter* Zelma & Bernard Rivin* Gina & Neil Rose Joan Rose & Peter Sharpe Mark Roesen* Rose & Kurt Rosenbach* Carol Rosenberg* Diane & Malcolm* Rosenberg Helen & Duke Rosenberg Carol Rosenblatt Judith Rosenblatt Barbara Rosenblum* Ellen Rosenblum Sharon & Gene Ross Beverly & Louis Rostov* Joanne & Philip Rovner Miriam & Arthur Ruberg Abraham Rubin* Judy & Robert Rubin Sara Jo & Joel R. Rubin Malka & Rabbi Gavriel Rudin Paula Russel Sarita & Bert Sachs* Karen & Warren Sachs Annabel & Hal* Sacks Ada S. Salsbury Linda & Stanley Samuels Annie & Art Sandler Toni Sandler Reba & Sam Sandler* Judy Saperstein Terri & Lonny Sarfan Laure & Richard Saunders Natalie & Larry Saunders* Margaret & William Sawyer Marge & Steve Schechner Edie Schlain Lynn Schoenbaum Rachel Schoenbaum Joanna & Craig Schranz Elaine & Joash Schulman Peter Schulman Helen & Buzzy Schulwolf* Ruby & William Schwarzschild Ruth Schwetz* Naomi Limor Sedek Miriam & Bob* Seeherman Patti & Paul Seeman Deborah & Peter Segaloff Lynn & Robert Seltzer Sandy & Norman Sher Carol & Louis Sherman Annette Shore* Laurie Goldsticker & Gary Siegel Leslie & Lawrence Siegel Marilyn & Kenneth Siegel Barry Simon Carin & Mike Simon Marilyn & Marvin* Simon Shelly & Britt Simon

Simon Family Foundation Cheryl & Harris* Sloane Jill & Larry Smith Pamela & Louis Snyder Harry Snyder* Helen & Daniel Sonenshine Spigel Family Linda & Ron Spindel Dorothy & Ron Spitalney Deborah E. Stadlin Alan Stein Herbert & Ronda Stein* Jane Stein Michal & Rabbi Yisroel Stein Robert Stein Stuart Stein Jean & Ira Steingold Joseph Steingold Lawrence Steingold Neal Stern Robert Stern* Randi Strelitz Renee & John Strelitz Joyce & Leonard Strelitz* Burle Stromberg Steven Suskin Sandra Tabachnick Kevin & Gary Tabakin Marcy & Paul Terkeltaub Marian Bear Ticatch* Linda & Alan Troy Hilary Truman Nancy Tucker Jody & Alan Wagner Patti Wainger Nancy & Alvin Wall Doris Waranch Trudy & Martin Waranch Carol & Stanley Waranch* June & Oscar Warner* David Warsof Joel Warsof Lisa & Steven Warsof Charles Wasserman Herbert L. Weinberg* Amy & Eliot Weinstein Barb Gelb & Kenny Weinstein Carol Downing & Lawrence Weinstein Matthew Weinstein Miriam & Harry Weisberg* Diane & Sam Werbel Adam White Eric White Matthew White Harriet & Samuel White* Matthew & Valeria Williamson Dorothy & Manuel Wyron* Syvia Yavner* Steven Yetiv* Tina Yomtob Amy Zelenka Harold Zedd Betty & Henry Zetlin* Dorothy Zimmerman Ashley & Greg Zittrain Herbert Zukerman *of blessed memory | Denotes new member | as of 10/6/2023

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Donor Advised Fund Holders (DAF) Individuals holding a TJF Donor Advised Fund streamline their giving, benefiting their chosen causes with enhanced tax advantages and reduced administrative tasks. These fundholders have made a significant impact through numerous distributions to a wide array of organizations, both locally in Tidewater and globally. Notably, around 80% of these contributions have been directed towards Jewish organizations and initiatives, underlining a strong commitment to supporting Jewish causes. *of blessed memory | Denotes new member | as of 10/6/2023

Helen G. & Warren L. Aleck Meril Amdursky Asher-Mattison Family Avraham & Karen Ashkenazi Jody & Erin Balaban Herbert* & Carolyn Bangel Family Elena Barr Baum Jon & Susan Becker Berger-Goldrich Family Blachman Family Bonnie Family Bonnie S. Brand Joseph & Lula G. Brenner* Marilyn C. Dembowski-Cerase Family Stacy Copeland Brody Jeff Chernitzer Chesed Fund in Honor of Mrs. Judy Rhine Bernard & Lois Mirvis Cohen Todd & Robin Copeland Family Cross Family Morton Cushner* Memorial Rueven & Naomi Dessler Charitable Donovan Family Dozoretz Family Lois & Barry Einhorn & Family Dianne Epplein & John Patton Diane & Jeffrey Fine Matthew & Karen Fine Andrew & Kim Fink Joseph Fleischmann* Memorial Claire & Marvin Friedberg Jack & Jodie Frieden Chip Friedman Robert & Alicia Friedman Family Shari Dozoretz Friedman Family Barb G. & Kenny Weinstein Izaak D. Glasser Jacob & Jessica Glasser Michael & Lori Glasser Martha & Richard* Glasser Family Martha Mednick Glasser Harry L. & Beatrice Moss Goldman* Charles J. & Dorothy S. Goldman Michael & Bitsy Goldmeier Morton* & Elaine Goldmeier Family Vicki Goldrich SRG & ASG Janet* & Daniel Gordon Family Harry & Joyce Graber Family

Grand Brands, LLC Laura & Fred Gross Dennis & Suzanne Gruelle Alper Harwood Family Joe Hearst Megan Hearst Sydney Hearst Hecht-Leavitt Family Denise & Jason Hoffman Family Marc* & Connie Jacobson Suzanne & Jack* Jacobson Family Abbi & Karen Jaffe Jaffe Family Beth & Nathan Jaffe Family Carol & Joel Jason Family Joan & Eric Joffe Eileen & Stewart Kahn Family Libbie & Albert* Kaplan Kapil & Elleni Kapoor Karesh Family Karotkin Family Howard & Arlene* Kesser Family Klar Family William & Hanna Klebanoff* J&J Klebanoff (FT) Jodi Copeland Klebanoff David & Sofia* Konikoff Stephen & Ronnie-Jane Konikoff Edward A. & Anne Kramer Milton* & Ron Kramer Family Richard G. & H. Kela Kramer Kroskin Family Harry Laderberg Romney K. Laderberg Lannik Family Mavolyn Brown Lefcoe* Memorial Vann Lefcoe* Memorial Martin & Ina Mirman Leiderman Family David Leon Family Emily Leon Isabella Leon Leon Family Sandra & Miles Leon Family Stephen & Caren Leon Family Betty Ann & Scott Levin Family Dr. Ronald & Stephanie Levin Jay Daniel Levin* Memorial Michael & Pam Levinson Levy Family

Dr. Mark* A. Lipton & Sharon Lipton Marcella & Bob Liverman* Karen & Richard Lombart Kenneth Lombart B. Thomas Maasbach MCCA Family Maitiv Laura & Jerrold Miller MiRoMa Charitable Advised Alyssa & Jonathan Muhlendorf Family Cameron* & Evelyn Munden Emily & Joel Nied Andrew Nusbaum Charles & Nancy Nusbaum Family Mark & Debbie Payne Carole & Aaron Peck Stephanie L. & Paul H. Peck Family Nathan & Blanche Z. Polis* Memorial Rivin Family Gina & Neil Rose Family Rose & Kurt Rosenbach* Rosenberg Family Charles & Nancy Rosenblatt Judith Rosenblatt Gene D. & Sharon A. Ross Joanne & Philip S. Rovner Robert M. Rubin Annabel & Harold* Sacks Family Rabbi Susan Tendler & Ross Sadoff Donna & Martin Salasky Wesley, Mitchell & Katie Sandler Tzedakah Lonny & Terri Sarfan Richard & Laure Saunders Scharlop Schultz Family Stephen & Margery Schechner Family Craig & Joanna Schranz Family I.S.* & Irene G. Schwartz Miriam Seeherman Deborah & Peter Segaloff Marissa Seldes* Memorial Joan Rose & Peter Sharpe Family Sandy & Norman Sher Leslie & Michael Shroyer Leslie & Larry Siegel Britt & Shelly Simon Marilyn & Marvin* Simon Slone Family Curtis V. Spear III Spindel Family

Jim & Debbi Steiger Family Lawrence Steingold Joseph H. Strelitz* Memorial Joseph D. Strelitz Brian L. Strelitz Ellis J. (E.J.) Strelitz John & Renee Strelitz Family Jacqueline Strelitz Julia Strelitz Sandra Finberg Tabachnick Myrna Teck Terkeltaub Family Norma Kline Tiefel Foundation Jody & Alan Wagner Rachael Wagner & Samuel Abrams Nancy & Alvin Wall Family Doris & Seeman* Waranch Family Warsof Family Weinberg/Eilberg Memorial Michael & Brina Weissman Helen & David Wolfe Anonymous Funds (2) B’nai Tzedek Funds Jonah Abrams Sadie Jean Cohen Ellie Debb Max Dreyfus Ellie Gordon Evan Gordon Marah Gordon Brayden Harrell Liora Kaplan Claire Kutner Isabella Rose Leon Sam Levin Moriah Schranz Evan Nied Noah Schranz Audrey Peck Caleb Peck Jonathan Peck Abigail Seeman Isabel Seeman Logan Simon Sydnie Simon Joshua Sissel Zachary Sissel Yael Schranz Anonymous Funds (2)

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023

Permanently Endowed and Special Purpose Funds *of blessed memory | Denotes new member | as of 10/6/2023

TJF Permanent Funds Across Oceans & Generations Sylva Altschul* Linda L. & Leigh Baltuch Brad & Babbi Bangel Michael & Roslyn Barney Roslyn & Michael Barney Jack & Bobby Barr* Helen Jayne & Melvin Barr* Jack & Bobby Barr* for Temple Beth Am Bartel Family Belkov Family Irwin & Rose F. Berger* for Cancer Research BINA High School Rabbi Israel Bornstein* for Jewish Youth Education Breit/Hornstein*/Levinson* Isabel & Louis Brenner* Percy & Bernice Brill* Carol & Allan Brum Percy Brill* Refugee Assistance Deborah Mancoll Casey Chabad of Tidewater Legacy Marsha L. Chenman in Memory of Sol & Bertha Chenman Ronnie Lynn Jacobs Cohen Barry Comess* Robert Copeland Young Leadership Enrichment Todd Copeland Barbara Dudley Israel & Overseas Arthur Diamonstein* Marty* & Susan Einhorn Emerging Philanthropists Program Dianne Epplein Feldman Family Medical Student Scholarship William & Mary Feldman Directed Ross & Mandi Firoved Jeffrey & Mona Flax Joseph Fleischmann* Nataly & Seth Fleishman Barbara Leterman Fletcher* Rita Frank Rosa K. Frieden* Memorial Fannie & Milton Friedman* Georgia Tech Club of Hampton Roads Lee A. & Helen G. Gifford* Jewish Education Council Joseph Ginsburg* Memorial Barbara & Izaak Glasser Charitable Rose Frances & Bernard Glasser* Bertha & Nathan Goldburg* Memorial Esther Goldman* Educator Laura & Keith Goldstein Steven A. Goldstein Laura & Fred Gross Byron & Amie Harrell Robert & Bertha Hecht* Tom Hofheimer*

Holocaust Resources Abbey* & Brenda Horwitz Israel Fund for Development Michael Jaffe Carol & Joel Jason JCCSHR/JFS Special Needs Programs Jewish War Veterans Monument Jewish News Archival Project H. Lee Kanter* Arthur S. Kaplan*, MD Chairman’s Milton & Bernice Kaplan* Memorial Libbie & Albert Kaplan* Scott & Erica Kaplan Family Mimi & Warren* Karesh Alene & Ronald Kaufman Edward Kaufman Steven & Marilyn Kayer Jodi & Jay Klebanoff Young Leadership Israel Scholarship Andy & Esther Kline David Konikoff Jay & Joyce Kossman Milton* & Ron Kramer Kroskin Family Ruthi Sherman Kroskin* Holocaust Studies Krug Foundation of TJF David & Adel Kruger* Howard & Alma Laderberg* Alma & Howard Laderberg* Landau/Lannik Ezra Landres* to Promote Excellence in Jewish Education Sandra & Miles Leon Family Telsa & Arnold Leon* Jacob Leon* Memorial for Senior Adults Betty Ann & Scott Levin Kirk & Amy Levy Joel & Gail Lewis Jeff & Elayne Littman Richard & Karen Lombart Joan Kaplan London Mansbach Family MiRoMa Jewish Community MiRoMa Burton & Marcia Moss Alyssa & Jonathan Muhlendorf Mimi Nicholson Harry & Rosalind Norkin* Charlie & Nancy Nusbaum One Happy Camper Carolyn & Charles Osman* John Patton Carole & Aaron Peck Pincus Paul* Dr. Felix & Erinn Portnoy Family Prosner Family Rivin Family Mollie & Sam Robbins* Youth Scholarship Kathy Hyman Rosenbach* Tutorial Assistance

Kurt & Rose Rosenbach* Malcolm* & Diane Rosenberg Hillel of TJF Joanne & Philip Rovner Philip S. Rovner Professional Development Judy & Robert Rubin Harry Joseph Rubin & Julia Blacker Rubin* Harold* & Annabel Sacks Education Improvement Scholarship Tax Credit Stephen & Margery Schechner Edie Schlain Craig & Joanna Schranz Schwarzschild Family Benjamin M. Schwetz*, Ruth F. Schwetz* & Barbara Schwetz* Scholarship Naomi Limor Sedek Sandy & Norman Sher Siegel Family Simon Family Passport to Israel Spindel Family Dorothy & Ron Spitalney Stein Family College Scholarship Robert L. Stern* Scholarship Lisa & Neal Stern Strelitz Family Leadership Leonard R. Strelitz* Memorial Talmud Dena & Sam Swersky* Sandra Tabachnick Marian B. Ticatch* Tidewater Community Mikvah TJF Unrestricted Toras Chaim Legacy Jody & Alan Wagner June & Oscar Warner* Carol & Stanley Waranch* Family Steven Warsof Herbert L. Weinberg* Endowment Harry & Miriam Weisberg* Family Samuel & Phyllis Weisberg* JCC Day Camp Scholarship Sylvia & Solomon Yavner* Memorial #2 Steven Yetiv* Betty & Henry Zetlin* Ann Zukerman* Scholar-in-Residence PERMANENT AGENCY FUNDS United Jewish Federation of Tidewater Funds Percy & Bernice Brill* Gomley Chesed / Chevra Thelim Cemetery Pincus Paul* Workman’s Circle/Mikros Kodesh Cemeteries UJFT Reserve UJFT/Simon Family Jewish Community Center Funds Adult Lounge Renovation Roslyn & Michael Barney W & P Berlind* Cultural Arts

Joseph Dozoretz* Memorial Steve Eichelbaum* Day Camp Scholarship Robert M. Epstein* Memorial Hyman Fine* Estate Jake F. Friedberg* Memorial Estelle & Bert Hornstein* Children’s School Jaffe Family for JCCT JCCSHR General Janet & Jeffrey Kramer Avalon S. Krukin* Alma & Howard Laderberg* VA Festival of Jewish Film Pincus Paul* Martin & Doris Rosen* Sharon & Gene Ross Miriam Brunn Ruberg Adult Jewish Education Senior Adult Bertha Goodman Snyder* Public Relations Stanton Frances Stanton* Cultural Arts Paul Tavss* Maccabi Harriet & Samuel I. White* Family Adam White Technology UJFT/Sandler Family Campus Funds SFC Campus Capital Replacement Reserve Renee & Arthur Diamonstein* Gifford Reserve Lee & Helen Gifford* Steven & Marilyn Kayer Alma & Howard Laderberg* Campus Endowment UJFT Community Campus, LLC UJFT Community Campus Operating Support Beth Sholom Home of Eastern Virginia Foundation Funds Rachel & David Abraham Rabbi Aaron* & Mrs. Hannah Baer Religious Programming Jack & Bobby Barr* Leon & Florence Berlin* Memorial Oscar & Frances Birshtein* BSHEV Unrestricted Lee & Helen Gifford* Rehabilitation Pavilion Jeri Jo & William* Halprin David Maizel * Memorial Bryan & Ellen Mesh MiRoMa Richard* & Elinore Porter Pincus Paul* of BSHEV Beverly & Louis Rostov* Memorial Ruth F. & Barbara Schwetz* Memorial Cheryl I. Sloane Harry & Jeanette Weinberg* BSHEV Endowment Matthew Weinstein Strelitz International Academy Foundation Funds Rachel Abrams Bass Family Memorial

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023 Harry & Sylvia Belkov* Memorial Scholarship Leon & Florence Berlin* Memorial Abraham & Malka Bornstein* Memorial Julian Colby* Memorial Bessie Dozoretz* Scholarship Ronald Dozoretz* Scholarship Rosa K. Frieden* Memorial Tavia & Freda Gordon* Scholarship Hebrew Academy Scholarship HAT Supporting/Unrestricted Zena Herod Endowment Lester & Barbara Horwitz* Leola Banks Jaffe* Barry & Reatha Kantor Scholarship Carl J. & Juliet A. Katz* Alene Jo Kaufman Endowment Klebanoff Family David & Sofia* Konikoff Kramer Family JFN/PEJE Celia Krichman* David Leon Selma & Leon Leach* Scholarship Lorna Legum Rising Star Award Jeff & Elayne Littman James London* Athletic & Outdoor Program Marguerite Marx* Jewish History Collection Ada R. Michaels* Faculty Development Reba & Samuel Sandler* Memorial Segaloff Family JFN/PEJE Sarah & Samuel Sonnenberg* Memorial Harold & Reva Sprung* Technology Endowment Celia Stern* Teachers’ Endowment Solomon & Sylvia Yavner* Jewish Family Service of Tidewater Foundation Funds Sylva Altschul* Stephen David Baer* Music Scholarship Ralph & Mollie Bartel* Frances & Oscar Birshtein* Esta K. Bodner* Armond & Rose Caplan* Sol Cohen* Naomi Ehrenworth* Memorial Franklin & Gertrude Engel Children’s Dianne Epplein & John Patton for Children with Special Needs Joseph Fleischmann* Leonard Frierman* Lee & Helen Gifford* Endowment for Volunteer Services Helen Gifford* Memorial Jessica Glasser* David Carr Glover* Children’s Jerrold E. Goldman Laura & Keith Goldstein Freda Gordon* Family Zalman Graber* Memorial Hebrew Ladies Society Charity Ronald N. Hyman* Home Health Care & Hospice Edwin*, Nancy, John B.* Jacobson & Kay J. Levine Beth & Nathan Jaffe Family in Memory of Melissa S. Jaffe* JFS Unrestricted Roger D. Kaplan* Memorial

Janis Lynn Kaplan* Memorial Kas-Sonenshine* Edward G. Kaufman Klebanoff Family Landau/Lannik Betty Ann & Scott Levin Family Lubin Family Jerry & Deborah Meltsner MiRoMa George & Sarah Caplan Moss* Roz Pogolowitz Pincus Paul* Memorial Puritz-Wohlgemuth Service to Children Rashti Ann & Allen* Richter Zelma Rivin* Beverly & Louis* Rostov Memorial Diana Ruchelman for Services to Older Adults Linda & Stanley Samuels Family Reba & Samuel Sandler* Memorial Jacob & Fannie Saunders* Memorial Lynn Schoenbaum Rachel Schoenbaum Shure Family Sarah & Louis Solman* for Clinical Services Ira & Jean Steingold Tidewater Council of Jewish Women Wagner Family JFS Operational Reserve Fund Hillel at Virginia Tech Funds Bertram D. Aaron* Family Rick & Roy Beskin Hillel at Virginia Tech Kaplan Family Charitable Sue & Jeff Kurtz Honorary Endowment PERMANENT TEMPLE FUNDS Congregation Beth El Foundation Funds Rachel Abrams Pearl K. Aleck* Beth El Library Janice J. Aleck Roslyn & Michael Barney Barr Center of Beth El Jay David Barr* Art Jack & Bobby Barr* Beth El Men’s Club Rose & Armond Caplan* Joseph & Minnie Cherin* Scholarship Leo Cohen Congregation Beth El Supporting/ Unrestricted Dr. Harold & Beatrice Epstein* Memorial Familant Torah Gail & Joel Flax Samuel Goldback* Scholarship Tavia & Freda Gordon* Marian & Stuart Held Kathy & Jerry Kantor Arthur S. & Phyllis B. Kaplan* Edward & Betsy Karotkin Jeffrey Kesser* Scholarship David & Sofia* Konikoff Ron & Cindy Kramer Family Ron & Milton* Kramer Family Lounge Milton Kramer* Scholar-in-Residence Celia K. Krichman*

Kroskin Family David Leon Telsa & Arnold Leon* Paul H. & Stephanie L. Peck PAE Nathan & Blanche Polis* Scholarship Pincus Paul* Linda & Stanley Samuels Family Isaac & Rose Saunders* Larry & Natalie Saunders* Simon Family Sharon Spitalney* Memorial Scholarship Herbert & Ronda Stein* Memorial Phyllis & Sam Weisberg* Educational Ohef Sholom Foundation Funds Ben Altschul Sylva Altschul* Anonymous Donor Tom Bachman Men’s Club Service Edmund D. Baydush* William & Gail Berger Beatrice L. Berlin* Elderly Needs Blachman Family Blachman Family Camp Award Bonk*-Rivin Louis & Isabel G. Brenner* Percy & Bernice Brill* Marjorie & Robert Brotman Deborah Mancoll Casey Rita B. Cogan* Leo Cohen Sarah Cohen* Scholarship Jean* & Allan D. Comess John & Monica Cooper Dalis Foundation Marvin W. & Lillian S. Davis* Lecture Series Renee & Arthur Diamonstein* Donn Family Barbara U. Dudley Eternal Light Society Campaign Expenses Simon Family Eternal Light Memorial Fine Family Kim & Andrew Fink Family Sandra Forte-Nickenig Celia G. & Jay M. Friedman Treasurer’s Louis H. & Anne K. Friedman* Treasurer’s Milton*, Fannie* & Leslie Friedman Family Foundation Lee & Helen Gifford* Musical Directors Chair Lee & Helen Gifford* Endowment J. Samuel Goldback* William A. Goldback* Classical Reform Music Jane Klein Goldman Lawrence Goldrich* Martha Jacobs & Robert Campe Goodman, Jr. Jeffrey H. Goodove* Rose Ann & Lester Grossman* Memorial Ellen Rostov Hundley Ellen Rostov Hundley Camp Scholarship in Loving Memory of Joseph Charles Rostov Edwin “Buddy”* & Nancy Sacks Jacobson Burton & Judith Jaffe Tekiah Kanter Levy* Scholarship Kaufman Hall Restoration Edward G. Kaufman Steven & Marilyn Kayer Debra M. Keeling

Kerner Family Edward J. Kesser* Howard & Arlene* Kesser Kline / Strelitz Jewish Heritage Edward & Anne Kramer Kurt’s Club Herman & Leonore Laibstain* Legacy & Endowment Legacy & Endowment II Leslie* & Jay Legum Merle & Leonard Levine* Sarah & Edward Levy* Sarah & Edward Levy* II Rose & Carl Lifland* Betty Moritz & Lee & Bob Liverman* Eternal Light Bernard Lubschutz* Mansbach Family Rosetta & Carl Marc* Mervis Family Hallie Cohen Miller* MiRoMa Alyssa & Jonathan Muhlendorf Cameron* & Evelyn Munden for Jewish Youth Education Dr. Norbert & Sarah Newfield Newfield Family Fred* & Mimi Nicholson Mimi Nicholson Sharon & Bill Nusbaum Endowment Nancy & V.H. Nusbaum* Eternal Light Charlie & Nancy Nusbaum Bertram & Lois Nusbaum*, Jr. Robert C. Nusbaum* & Linda S. Laibstain Ohef Sholom Unrestricted Pincus Paul* Operations Mollie & George Radin* Archives Rapoport Family Rivin Family Kurt & Rose Rosenbach* Rosenblatt Scholarship Fund Sharon & Gene Ross Philip S. Rovner & Joanne E. Batson Ada Schewel Salsbury Schulwolf Family Miriam & Robert* Seeherman Louis & Carol Sherman Shore Kaufman* Britt & Shelly Simon Simon Family Sinai Legacy Endowment Samuel & Yetta Spiro Snyder* Scholarship Louis & Pamela Snyder Helen & Daniel Sonenshine Linda & Ron Spindel Alan D. Stein Ira & Jean Steingold Robert Stern* Religious School Linda & Alan Troy Waldholtz/Pakula Youth Group Ruth & Bernard Wasserman* Memorial Archives Matthew Weinstein Ohef Sholom Temple Sisterhood Funds Convention/Shabbaton Jerome Kern Library/Media Leslie Legum* Jewish Camp *of blessed memory | Denotes new member | as of 10/6/2023

ANNUAL IMPACT REPORT | TIDEWATER JEWISH FOUNDATION 2023 Miller Scholarship Ohef Sholom Temple Sisterhood Floral Mollie & Samuel Robbins Scholarship Sisterhood General Temple Emanuel Funds Simon Family Foundation Temple Emanuel Building Temple Emanuel Library Temple Emanuel Scholarship Temple Emanuel Unrestricted Temple Israel Foundation Funds Adelle & Herman* Adler Leyba H. & Herman S. Blumenthal* Charles Sand Brenner* Memorial Wendy & Ron Brodsky Eleanor & Leonard Brooke Joey Doron* Memorial Julius & Frieda Feuer* Alan & Esther Fleder* Foundation Walter L. & Kathleen L. Fried* Memorial Elaine & Morton* Goldmeier Paula & James Gordon Janet* & Daniel Gordon Jeri Jo & William* Halprin Hoffman-Chovitz College Assistance Marc* & Connie Jacobson Karen Jaffe Reva & Lee Kelberg* Howard & Arlene* Kesser Jodi & Jay Klebanoff David & Adel Kruger* Sanford Lefcoe* Scholarship Lorna & Steven Legum Alfred & Herbert Legum* Memorial Endowment Littman Gutterman Hadrat Kodesh Melvin R. Morrison* Harry & Rosalind Norkin* Pincus Paul* Memorial Eleanor & Julian Rashkind* Memorial Mark Roesen* Sarita & Bert Sachs* Richard & Laure Saunders Seymour Schapiro* Lynn & Robert Seltzer Simon Family Foundation Snyder Education Mike & Jeanne Stadler* Tzedakah Temple Israel Unrestricted Nancy Tucker Walman Family Harriet & Samuel I. White* Family Betty & Henry Zetlin* Other Organizations Copeland Family Supporting Organization Helen G. Gifford* Foundation JFS Operational Reserve Tavia & Freda Gordon* Family Marie A. Mansbach* Memorial Student Motivation Program Simon Family Foundation

*of blessed memory | Denotes new member | as of 10/6/2023

TJF STAFF:

Naomi Limor Sedek

5000 Corporate Woods Drive, Ste. 200 Virginia Beach, VA 23462

Randy Parrish

Foundation.jewishva.org 757-965-6111

PRESIDENT AND CEO

VICE PRESIDENT & CFO

Craig Bailey CONTROLLER

CONNECT WITH US

Ann Swindell

https://bit.ly/tjf-facebook https://bit.ly/tjf-linkedin https://bit.ly/tjf-youtube

DONOR RELATIONS & GRANTS MANAGER

Kim King

EXECUTIVE ADMINISTRATIVE ASSISTANT TO PRESIDENT & CEO

Cmdr. Harold (Hal) Sacks*

USN RETIRED, EXECUTIVE DIRECTOR EMERITUS

*OF BLESSED MEMORY