Annual Report

2016 ANNUAL REPORT

As my ancestors planted for me before I was born…so do I plant for those who come after me. – B. Talmud Ta-anit 23a

CREATE A JEW SH LEGACY GREATER NEW HAVEN CONTENTS 1...... Message from the Board Chair and Director 2...... Jewish Foundation Selected for Groundbreaking Multigenerational Family Philanthropy Training 3...... Financial Snapshot 4...... $51 Million+ in Funds CREATE A LEGACY FOR WHAT 5...... Community Grant Allows Jewish Historical Society to Begin IS IMPORTANT TO YOU Cultural Heritage Tours 6...... The Sydney A. Perry Fund for Jewish Learning and Leadership • Israel and Overseas Endowment Funds 7...... How We Help 8...... New Funds • Funds for Those in Need 9...... The New Haven Jewish Community — Create a Jewish Legacy — Making Its Mark • Funds for Synagogues 10...... Create a Jewish Legacy Celebration 12...... The Stuart J. Drell Scholarship Fund • PACE and LOJE Funds for the Jewish Federation – Continuing a Legacy 13...... Continuing a Family’s Tradition • Youth Philanthropy and Build a Tzedakah Funds YOU CAN DO IT of Building Community 14...... Scholarship Opportunities through • Funds for Jewish Camping ALL HERE . . . the Jewish Foundation 15...... Donations • Funds for Jewish Education at the Jewish Foundation 16...... All Charitable Distributions 17...... Breakout in Local Jewish • Funds for Local Jewish Agencies of Greater New Haven Distributions 18-20 ..Charitable Distributions by • Unrestricted Funds Organization 21...... Fund and Gift Descriptions • Women of Vision Funds 22-23 .. PACE & LOJE 24...... Planned Gifts • Donor-Advised and Family Philanthropic Funds 25 ...... Philanthropic and Donor-Advised Funds 26-35 .. Designated Endowment Funds 36-37 . Unrestricted Funds 38-39 ..Temple Beth David Merges the Past into the Present 40-43 ..Women of Vision and Women of Vision Too 41...... Women of Vision Society Grant Awards CREATE A 44-45 .. Youth Philanthropy JEW SH LEGACY 46...... Investment and Management GREATER NEW HAVEN 47...... The Endowment 48...... Assets 49...... Governance MESSAGE FROM THE BOARD CHAIR MESSAGE FROM THE EXECUTIVE DIRECTOR When I am not attending meetings, I have the privilege of / Ã«>ÃÌÞi>À]Ì iiÜÃ Õ`>Ì`ÃÌÀLÕÌi`ÛiÀfÓ°Î being an obstetrician in the community. I have the opportunity ÌV >ÀÌ>LiÀ}>â>ÌÃ]vÜ V ]f£°Ü>Ã to be a part of a very special moment in people’s lives, the birth `ÃÌÀLÕÌi`ÌV>iÜÃ À}>â>ÌÃ° of their children. I watch and listen as family members speak Local distributions went to: ÌÌ iL>LÞÜÌ Ì iwÀÃÌÕÌiÃvvi°/ iÌ Õ} ÌÃÌ iÞ share, the hope they express and the shear love. I observe the · our synagogues V}Ã>`}}ÃÌ iwÀÃÌviÜ`>ÞÃvviÌ i Ã«Ì>v · the Jewish Federation the many friends and family members who come to share in the · for Jews in need and Jewish Family Service happiness. I truly appreciate the old adage, “it takes a village to · the Jewish Historical Society raise a child.” As the Chair of the Foundation, I think the same · the Jewish Cemetery Association adage goes. It takes a strong, Jewish community to raise our ±vÀÌ ivÀ>>ììÀÞ>`Ì i/ÜiÀÃ children with a love for Judaism. For me, as the father of four Dr. Steven J. Fleischman ± âÀ>ƂV>ìÞ]-ÕÌ iÀ iVÌVÕÌiLÀiÜƂV>ìÞ] children, having a strong and vibrant Jewish community is of Board Chair Hebrew High School of New England and the paramount importance. I want the values that Judaism iÜÃ -v / teaches to live in my children. · Camp Laurelwood, the JCC and BBYO / iÕ`>Ì i«ÃÃÕÀi>ÃÌÀ}>`ÛLÀ>ÌiÜÃ · the ADL, and community. Our community needs Jewish Family Service · for the Jewish Scholarship Initiative, PJ Library and Jewish vÀÌ Ãiii`]Ì i/ÜiÀÃvÀÕÀiìÀÞ]Ì i >Ã> education including special needs education. central gathering place, Day Schools, Camp Laurelwood and JCC Camps for our children, and our synagogues as the We continue to grow. We continue to fund Jewish New Haven. hub of Jewish life for many throughout the generations. Our We continue to be a philanthropic and endowment resource Foundation is here as a community partner. We are here to help and partner for our synagogues and agencies, for professional insure that all of these vital components of a thriving Jewish advisors, for individual donors, families, foundations, and for community exist today and for many years to come. We seek to the community. We do this through our Create a Jewish Legacy partner with all the members of our community to assist them in New Haven initiative, and through our restricted funds, our «>ÀÌiÀÀ}>â>ÌVÕÃÌ`>®vÕ`Ã]>ÃÜi>ÃÕÀ À building the endowments which will help them grow and thrive. Advised Fund program. We also counsel individuals and We want to work with individuals and families to help develop facilitate family discussions to assist donors in their philanthropy >`vÃÌiÀ>ÕìÀÃÌ>`}vÌ i«ÀÌ>Viv/âi`>> ° and planned giving, as well as to educate them on local needs It is not only important to give now and plan for the future and impact. through legacy giving, but it is our responsibility to teach our / >ÞÕvÀVÃìÀ}ÕÃÞÕÀ«>ÀÌiÀ>`ÀiÃÕÀVi° children the importance of continuing the rich Jewish tradition /}iÌ iÀÜi«>VÌÛiÃ>`>i> Lisa A. Stanger, Esq. of supporting our community. As Churchill said, “we make a living by what we get, but we make a life by what we give.” difference in our community, Executive Director As we continue to grow our Jewish Foundation, I look forward Lisa Stanger, to continuing the many partnerships we have developed over Executive Director the years, to starting new ones, and to working with all of you to insure that our community continues to thrive for many years to come. Dr. Steven J. Fleischman, Chair

JEWISH FOUNDATION OF GREATER NEW HAVEN 1 JEWISH FOUNDATION SELECTED FOR GROUNDBREAKING MULTIGENERATIONAL FAMILY PHILANTHROPY TRAINING

Over the next 30 years, an estimated $30 trillion will be “I took part in the training program several months ago, and passed down from Baby Boomers and their parents to found it to be well worthwhile. I gained valuable insight about younger generations. There is tremendous potential impact family dynamics when multiple generations are engaged in for these funds on Jewish Federations, synagogues, the a family’s charitable giving, and brought back many tools Jewish community, and the myriad programs and services Ì >Ìv>iÃÕÀiÜÃ VÕÌÞÜw`ÕÃivÕ>ÃÌ iÞ that are supported. develop their family philanthropic goals and values. It is essential to build and strengthen relationships among families To help manage this transition in New Haven, Lisa Stanger, and their professional advisors and to open new paths for executive director of the Jewish Foundation of Greater New multigenerational philanthropic involvement,” said Stanger. Haven, was chosen to participate in a comprehensive national “It is essential to build and philanthropic training program made possible through a “This initiative allows families to establish and maintain collaboration between the Jewish Federations of North positive relationships with our Jewish community, allowing strengthen relationships among ƂiÀV> Ƃ®>`Ó£ÉÈ{°Ó£ÉÈ{Ã>«ÀwÌÀ}>â>Ì them, as a family unit, to invest in a mission that they families and their professional Ì >ÌÃ«iV>âiÃi}>}}ÕÌ«i}iiÀ>ÌÃÜÌ v>iÃ LiiÛi°»/w`ÕÌÀi>`Ì>i>>««ÌiÌ in philanthropic giving. 21/64’s platform helps families develop contact the Jewish Foundation, 203-387-2424, advisors and to open new paths and implement their philanthropic goals and legacies. www.newhavenjewishfoundation.org for multigenerational The program, funded in part by a grant from the JFNA philanthropic involvement.” Domestic Endowment Fund, will ensure that the professional staff of the Federation and Foundation is equipped to facilitate and promote open family dialogues regarding values, — Lisa Stanger philanthropy, and family legacies. The program has garnered Executive Director, high praise from families living in the 41 communities that Jewish Foundation of already have participated in this training. Greater New Haven

JEWISH FOUNDATION OF 2 GREATER NEW HAVEN FINANCIAL SNAPSHOT

FISCAL YEAR CURRENT ASSETS INVESTMENT RETURN ASSET ALLOCATION ENDING DECEMBER 31, 2016 $51,409,449 4.6% For additional information VViÀ}w>V>Ã>` 23 new funds established "iÞi>À>Ãv£ÓÉÎ£É£È® investments, please see 660 total funds and trusts pages 46-48. 1.5% CONTRIBUTIONS $2,220,000 / ÀiiÞi>À>Ãv£ÓÉÎ£É£È® In gifts received 6.4%

GRANTS AND CHARITABLE ÛiÞi>À>Ãv£ÓÉÎ£É£È® DISTRIBUTIONS Fixed Income 16.70%

$2,387,775 6.0% L> µÕÌÞ 43.10% In grants and distributions to -iÛiÞi>À>Ãv£ÓÉÎ£É£È® charitable organization Alternative Strategies 23.50% Real Assets 12.00% OPERATING EXPENSES 3.9% /iÞi>À>Ãv£ÓÉÎ£É£È® Israel Bonds $674,509 and Other Assets 1.00% ÀÌ iÓä£ÈwÃV>Þi>À] Cash operating expenses of $674,509 0.80% were 1.3 % of total assets Non-pooled assets 2.90% TOTAL 100%

JEWISH FOUNDATION OF GREATER NEW HAVEN 3 $30,000,000 $51,081,971 $25,000,000 $51+ MILLION $24,259,442 IN FUNDS $20,000,000 BY FUND TYPE $15,000,000

$10,000,000 $7,097,811 $7,134,315 $9,282,774 $5,000,000 $1,313,747 $1,993,882 $0 LOAN CHARITABLE UNRESTRICTED FAMILY DESIGNATED DESIGNATED/ RECEIVABLE ANNUITIES AND PHILANTHROPY/ CUSTODIAL RESTRICTED REMAINDER DONOR-ADVISED FUNDS (AGENCY OWNED) TRUSTS (INCLUDES YOUTH PHILANTHROPY FUNDS)

BREAKDOWN OF DESIGNATED FUNDS DESIGNATED CUSTODIAL & DESIGNATED RESTRICTED $14,000,000

$12,000,000 $11,951,287 $10,000,000

$8,766,349 $8,000,000

$6,000,000

$4,000,000 $2,408,712 $2,806,805 $2,000,000 $2,185,424 $1,258,182 $1,426,838 $329,532 $415,321 $879,512 $ 1,114,252 $0 CAMP ORGANIZATIONS SECULAR THE TOWERS JEWISH JCC JEWISH OTHER JEWISH JEWISH FAMILY SYNAGOGUES PACE AND LOJE LAURELWOOD IN ISRAEL AND ORGANIZATIONS & JEWISH DAY SCHOOLS EDUCATION ORGANIZATIONS SERVICE & FOR THE JEWISH SCHOLARSHIPS ELDERLY JEWS IN NEED FEDERATION FOR ISRAELI PROGRAMS

JEWISH FOUNDATION OF 4 GREATER NEW HAVEN COMMUNITY GRANT ALLOWS JEWISH HISTORICAL SOCIETY TO BEGIN CULTURAL HERITAGE TOURS

Through the Community Grants Initiative, the Jewish Haven Museum, historian Robert P. Forbes, Ph.D., as well as Foundation and Federation of Greater New Haven are from a local collector of historical pictures and postcards, thrilled to support the new Cultural Heritage Tours Project Joe Taylor. which creates an exciting opportunity to see and appreciate the history of New Haven in a whole new way. This series of The tours launch in three neighborhoods – Dixwell Avenue, walking tours tells the stories of several ethnic groups in New Wooster Square, and Downtown New Haven. Visitors will Haven. The Jewish Historical Society of Greater New Haven receive booklets and maps at the sites and access to a website is participating as part of the Ethnic Heritage Center – a with additional information, photos from the community, and “This iiss somethinsomethingg that had nevernever VÃÀÌÕvwÛiV> ÃÌÀV>ÃViÌiÃÌ >Ì>ÃVÕìÃ oral history interviews. Committee members from the historical societies will guide the tours. “We would also like to involve beene done,d n socialc l historys r tourst r ofo the Greater New Haven African American Historical Society, the Connecticut Irish American Historical Society, the Italian college and high school students in the tours project as it sitessites iinn our community thatthat havehave American Historical Society of Connecticut and the Connecticut expands,” explains Val Bertrand. “That is certainly one of our Ukrainian American Historical Society. goals. It is also our hope that additional cultural groups will been important to several of the form historical societies to share their histories in our community Rhoda Zahler, former president of the Jewish Historical Society, for future tours.” manya culturall r groupsg o s inn Newe Haven,av n was inspired by an exhibit she saw in Bar Harbor, Maine called showingshowing what each has experiencedd Museum in the Streets – a collection of signs and photos on The tour includes sites that are linked to some of the most historic buildings. She said, “I thought this idea would be great «ÀiÌ>`yÕiÌ>iÜÃ i>ìÀÃ>`À}>â>ÌÃ andd contributed...”o t e for New Haven – we have so much history here.” Presenting New Haven. For example, it will include a visit to the William these tours as part of the Ethnic Heritage Center was a natural Pinto House—a Federal-style house, built in 1810, linked to — Rhodao a Zahlera e choice. She continues, “This is something that had never been some of the earliest Jews in New Haven. It will also include the Leopold Waterman House. Leopold Waterman was the Former President,P done, social history tours of sites in our community that have been important to several of the many cultural groups in New wÀÃÌ«ÀiÃìÌv }Ài}>Ì Ã >ÃÀ>i>`>vÕ`} JewishJewish HistoricalHistorical Society Haven, showing what each has experienced and contributed. member of B’nai Brith. An additional site includes where Maurice It’s interesting to see the similarities in how different groups *`vv]ivÌ iÃÌ«ÀÌ>ÌiÜÃ w}ÕÀiÃÌ i ÃÌÀÞ have coped with a new environment – but also how they have of American sports (American Hockey League Hall of Fame and preserved that which is unique and special about their culture.” the NBA’s Naismith Hall of Fame) started his athletic career.

“The grant we received from the Jewish Foundation was the For information about the Cultural Heritage Tours call the beginning of our fundraising effort,” explains Val Bertrand, Jewish Historical Society at (203) 392-6125 or the Ethnic president of the Ethnic Heritage Center. “We were able to Heritage Center at (203) 392-6126. A website for the tours is ÀiÌ >>ÌV Ì i}À>ÌÜÌ `>ÌÃvÀ>wÛiÃViÌiÃ currently under development, but not yet available. It will have and from individuals in our communities.” The project has also a link to the Ethnic Heritage Center website: gotten enthusiastic support from the City of New Haven, New www.ethnicheritagecenter.org.

JEWISH FOUNDATION OF GREATER NEW HAVEN 5 THE SYDNEY A. PERRY FUND FOR JEWISH LEARNING AND LEADERSHIP

The Sydney A. Perry Fund for Jewish Learning and Leadership was established at the Jewish Foundation of Greater New Haven to honor Sydney Perry upon her retirement as CEO of the Jewish Federation of Greater New Haven. At Perry’s ºÜvii}À>Ìwi`vÜi request, donations to the fund were designated to support future fellows of the Wexner Heritage Program from the `iÛi«>V>`Àiv«i«iÜ >Ài Greater New Haven area. In a tremendous display of respect and affection for Perry, and as an incredible investment in ÃÌÀi}Ì ii`]i«ÜiÀi`>` our community leadership, donations to the Perry Fund have iL`ii`ÌiiÌÌ iV >i}iÃ reached an amazing $600,000.

>`««ÀÌÕÌiÃvÌ`>Þ>` Perry reinstated the Wexner Heritage Program in Greater New Haven in 2014, after a 20-year hiatus. She commented, ÌÀÀÜÌ ÀÕ} i}>}}ÜÌ ºÜvii}À>Ìwi`vÜi`iÛi«>V>`Àiv«i«iÜ >Ài strengthened, empowered and emboldened to meet the iÜÃ ÃÌÀÞ]iÜÃ ÌiÝÌÃ>` ÀivÌÌÀ} Ì]VÕÀÀiÌ7iÝiÀiÜÃ\ challenges and opportunities of today and tomorrow through iÀº iÃÞ»ÌâLiÀ}]-VÌÌÕÀÜÌâ]>ÕÀi>ÃÃ] iÜÃ Û>ÕiÃ°» engaging with Jewish history, Jewish texts and Jewish values.” i>-V Õ>Àii]>`- >À>ÃL> / iwÛiviÜÃvÀÌ iÓä£{V ÀÌÀiViÌÞ}À>`Õ>Ìi`vÀ p-Þ`iÞ*iÀÀÞ the program, and all have taken on new leadership roles in the community: Lauren Hass is the president-elect of Ezra Academy; The Wexner Heritage Program is the premier Jewish learning Former CEO, Jewish Scott Hurwitz is president of the Jewish Community Center; and leadership development program for lay leaders in North Federation of Greater Meir “Chesky” Holtzberg is secretary of the Jewish Federation America. The program offers a two-year study experience encompassing Jewish history, thought, and religion that focuses New Haven Executive Board; Sharon Hasbani is chair of the Federation’s Leadership Development and Young Adult Division; and on leadership training. Fellows attend four-hour evening Dena Schulman-Green is president of Women’s Philanthropy seminars every two weeks for a total of 36 seminars. In addition, at the Federation. the program includes three week-long summer institutes in the United States and Israel. For more information, visit The $600,000 raised by the Perry Fund will underwrite the wexnerfoundation.org. «>ÀÌV«>ÌvÃÝiÜ7iÝiÀviÜÃiÛiÀÞwÛiÞi>ÀÃ perpetuity. “We are eternally grateful for Sydney’s vision of ensuring skilled leadership in Greater New Haven, and we thank everyone who has enabled her vision to become a reality. Our VÕÌÞÜLiiwÌvÀ}iiÀ>ÌÃ]»Ã>`-VÌÌÕÀÜÌâ] who was instrumental in developing the fund. The next cohort from Greater New Haven is expected to participate in the program in 2021.

JEWISH FOUNDATION OF 6 GREATER NEW HAVEN HOW WE HELP

FOUNDATION PROGRAMS YOUTH PHILANTHROPY AND BUILD A ADVISORY FUNDS AND INITIATIVES TZEDAKAH FUNDS The Foundation administers and promotes the Build a HELPING THOSE IN NEED — THE MAIMONIDES FUND MANAGEMENT AND /âi`>> Õ`«À}À>]Ü V i>LiÃÞÕ}>`ÕÌÃ AND DEVORAH FUNDS INVESTMENT OF SYNAGOGUE AND to establish their own foundation endowment fund and / i >ìÃ>` iÛÀ> Õ`Ã>ÌÌ iiÜÃ AGENCY CUSTODIAL ACCOUNTS also, in conjunction with CJLL, includes local programs, Õ`>ÌVÌÕiÌ«ÀÛì>ÞÕÃw>V> The foundation’s professional staff and its centrality to classes, and projects on philanthropy. assistance for emergencies and/or medical needs, as the Jewish Federation ensure continuous, permanent, ÀiµÕiÃÌi`LÞÕÀÀ>LLÃ]iÜÃ >Þ-iÀÛVi]>` and secure fund management. In addition, this enhances THE ISRAEL AND OVERSEAS other referring agencies. Both funds were established `ÀVwìVi>`«ÀiÃÌ}i>`>ÃÃiÀÛiÃÌ ENDOWMENT FUNDS ÌvÜÌ i«ÀiVi«ÌÃv,>LL Ã i i > ÃÕ>Ìiw>V>>>}iiÌvÀÌ iÛVÃÃÌÕìÃv The Jewish Foundation holds restricted endowment LiÌÌiÀÜ>Ã >ìÃ®]Ü ]ìw}iÛiÃ ÃÞ>}}Õi>`>}iVÞ}ÛiÀ>Vi° >ÞV>ÌvÀ funds that guarantee that our community will continue of tzedakahV >ÀÌÞ®]ìiiìvÌ i } iÃÌiÛiÃ «ÀwÌÀ}>â>ÌÃ >ÛiiÌÀÕÃÌiì`ÜiÌÃÌÌ i to support Israel and Jewish communities in need to be matan b’seter}Û}ÃiVÀiÌ®]Ü V Ì i Jewish Foundation for administration and management. ÛiÀÃi>Ã°/ iÃivÕ`Ã>i>Õ>`ÃÌÀLÕÌÃvÀ Liiv>VÌÀ >ÃÜi`}ivÌ iÀiV«iÌ>`Ì i These include The Jewish Cemetery Association of the Jewish Agency for Israel, the American Jewish >ÌÌiÀ >ÃÜi`}ivÌ i`À° Ài>ÌiÀ iÜ>Ûi] }Ài}>Ì Ã >ÃÀ>i] Ì ÃÌÀLÕÌ ÌÌii]ÀÌ`ÀìÃ}>Ìi` WOMEN OF VISION }Ài}>Ì iÌ iÃiÀÃÀ>i]/i«i iÌ >Û`] V >ÀÌ>LiÀ}>â>ÌÃÌ >ÌÃÕ««ÀÌÃÀ>i>ìÜÃ vvÀ` iiÀÃÃÌÌÕÌi] âÀ>ƂV>ìÞ]Ì i ]iÜÃ ii`ÛiÀÃi>Ã° In 1996, The Women of Vision Society at the Jewish >Þ-iÀÛVi] }Ài}>Ì iÌ - >,`viÛ>>LiÌ Congregation Or Shalom, Congregation B’nai Jacob, / iiÜÃ Õ`>Ì i«ÃvÕ`Ì i iÜ>Ûi /i«i iÌ /Û> ]/i«i >Õi]iLÀiÜ ÕÀ>E enhance the quality of life for future generations of community’s share for Birthright Israel, which allows many iÜÃ Üi>`Ì iÀv>iÃÀi>ÌiÀ iÜ>Ûi] Free Loan Assoc., and the Jewish Historical Society. iÜ>Ûi>Ài>ÃÌÕìÌÃ>viÌÀ>ÃvÀ}iÝ«iÀiVi in Israel, and around the world. The society was created in Israel. by 100 women who each contributed a minimum of DONOR-DESIGNATED FUNDS FOR $1,000 to establish the original endowment, from which SYNAGOGUES AND AGENCIES CREATE A JEWISH LEGACY >Õ>}À>ÌÃ >ÛiLii>ìÃVi£n°ÓääÓ] / iiÜÃ Õ`>ÌÜÀÃÜÌ `ÀÃ]>}iViÃ] See page 9. Women of Vision Society Too was launched to allow >`ÃÞ>}}ÕiÃÌÃVÌ>`VÕÌÛ>ÌiiÜÀiÃÌÀVÌi` additional members of the community the opportunity endowment funds, either through current gifts, bequests, to participate. Each year, a Women of Vision grants trusts, or annuities. For existing funds, the foundation VÌÌii>iÃ}À>Ì>Ü>À`ÃÌ >Ì>ÀivÕì`vÀÌ i «ÀÛìÃÌ i`À>`Ì iLiiwV>ÀÞÀ}>â>Ì 7iv6Ã-ViÌÞi`ÜiÌ°-Vi£n]ÛiÀ ÜÌ µÕ>ÀÌiÀÞ«iÀÃ>âi`vÕ`Ài«ÀÌÃ]«ÀÛìÃÌ i $150,000 has been awarded for programs and projects LiiwV>ÀÞÀ}>â>ÌÜÌ >Õ>`ÃÌÀLÕÌÃ]>` of concern to Jewish women. ÜÀÃÜÌ Ì iLiiwV>ÀÞÀ}>â>ÌÌ«ÀÛì the donor with ongoing stewardship. In addition, the vÕ`>ÌÃiÀÛiÃ>Ã>ÀiÃÕÀViVViÀ}«ViÃ] Ài}Õ>ÌÃ]>`>ÜÃ«iÀÌ>}ÌV >ÀÌ>Li}Û} >ÃÜi>ÃÌ iÛiÃÌiÌ>`>>}iiÌv endowment funds.

JEWISH FOUNDATION OF GREATER NEW HAVEN 7 NEW FUNDS

Raising and managing endowment PACE FUNDS FOR THE BENEFIT FUNDS FOR THE JCC funds for the federation, its OF THE JEWISH FEDERATION > -LiÀLiÀ}Õ`vÀÌ iLiiwÌ programs, synagogues, local Norman and Caron Alderman PACE of the Hahn Shelling Playground Foundation at the JCC agencies, and the entire community Frenkel Family PACE Fund is central to the foundation mission. Eric Ravid Family PACE Fund FAMILY PHILANTHOPY/ DONOR-ADVISED FUNDS ÕÀ}Ì Ã«>ÃÌwÃV>Þi>À]Ì i Arlene and Arnold Shanbrom PACE Fund Leo and Libby Nevas Collaboration following new funds were Grant Fund established. BUILD A TZEDAKAH/ Mark & Heni Schwartz Family Fund for YOUTH PHILANTHROPY FUNDS Jewish Family Service, Westville

Ethan Bayer Tzedakah Fund Synagogue, and Jewish Education Note, because the Jewish Samuel Boaz Bayer Tzedakah Fund Marcie and Carolyn Setlow Family Õ`>ÌV >}i`ÌÃwÃV>Þi>À Noah Amichai Bayer Tzedakah Fund Philanthropic Fund Arnold and Arlene Shanbrom from ending 7/31 to ending 12/31, Yaffah Nessyah Ferber Tzedakah Fund Philanthropic Fund Kaitlyn Ashley Schatz Tzedakah Fund funds established from 8/1/15- Skolnick Family Fund 12/31/15 are included in FUNDS FOR SYNAGOGUES COMMUNITY LEADERSHIP FUND this list. Beth El Keser Israel Cemetery Association Fund Sydney A. Perry Fund for Jewish Learning and Leadership The Noam Benson-Tilsen Fund for BEKI Kids at Camp Ramah Wendy Gross Endowment Fund for Temple Beth Tikvah Temple Beth Tikvah Cemetery Fund Westville Synagogue Endowment Fund

SCHOLARSHIP FUNDS CREATE A LEGACY Stuart J. Drell Scholarship Fund FOR WHAT IS IMPORTANT TO YOU

JEWISH FOUNDATION OF 8 GREATER NEW HAVEN THE NEW HAVEN JEWISH COMMUNITY — CREATE A JEWISH LEGACY — MAKING ITS MARK

Sustaining the vibrancy of concern for those of us involved, whether professionally ÀiÃ`Õ>ÜLiiwÌÞÕÀ`iÃ}>Ìi`À}>â>ÌÃ° any community over time CREATE A or as lay leaders. We are addressing this issue and takes careful thought and transforming Jewish communities, by ensuring that JEW SH LEGACY CREATING YOUR JEWISH LEGACY IS SIMPLE. planning—and Jewish GREATER NEW HAVEN the variety of Jewish organizations that make up the communities within greater v>LÀVvÕÀVÕÌiÃ>Àiw>V>ÞÃÌ>Li>` Some options include: New Haven are no different. able to meet current and emerging needs, by securing • Bequest in a will To that end, the CREATE A JEWISH LEGACY initiative current and after-lifetime commitments that will grow • Gift of life insurance has blossomed into an important program for local endowments. Additionally, the program provides • Gift of IRA or retirement asset Jewish organizations actively seeking to secure their an opportunity for our Jewish organizations to work • Gift of appreciated stock VÕÌÞ½Ã}ÌiÀw>V> i>Ì ° cooperatively on behalf of the entire Jewish community • Charitable gift annuity or trust and for their most loyal and committed donors to • Any combination of the above Create a Jewish Legacy New Haven began in 2014 support these valued institutions at a level many never and as of December 2016, through this initiative, over thought possible.” Together we can impact the future of the 310 households have made legacy commitments Jewish community and make a difference in the and/or current endowment gifts for local Jewish “Over the next 30 years, an estimated $30 trillion lives of the generations to come. Go to organizations and synagogues with an estimated will be passed down from Baby Boomers and their www.jewishlegacynewhaven.org for more information. total of $7 million. In addition, there have been parents to younger generations. There is tremendous more than 490 legacy conversations and 50 group potential impact for these funds on Jewish Federations, presentations. synagogues, the Jewish community, and the myriad For more information, contact the programs and services that are supported,” stated Lisa Jewish Foundation: The purpose of the Create a Jewish Legacy initiative, Stanger, executive director of the Jewish Foundation Lisa Stanger, Executive Director funded by the Harold Grinspoon Foundation and the of Greater New Haven. “My job, the Foundation’s job, Jewish Foundation of Greater New Haven, is to assist 203-387-2424, ext. 382 is to assist community members in how they can provide [email protected] local synagogues and agencies to launch successful for what is important to them in the community. We endowment and bequest campaigns. The program also serve as a resource for local professional advisors, provides funding, professional resources, training as our agencies and synagogues.” and mentoring to the participating organizations. In addition, over the four-year program, the participating The simplest method of creating your legacy is with agencies will receive incentive grants totaling a current gift of cash or stock. If you cannot do that over $270,000. By building the current and future now, you can create your legacy through a will or endowments for our community organizations, this iÃÌ>Ìi«>]ÀLÞ>``}ÀV >}}®>LiiwV>ÀÞ program will help sustain vital programs, services and designation with other assets, such as retirement funds institutions that advance Jewish life in New Haven. and life insurance. You can create a Jewish legacy with Orchard a percentage of your estate or a dollar amount that’s Street Shul Arlene Schiff, National Director of Life & Legacy at comfortable for you. You can commit a cash gift now the Harold Grinspoon Foundation, commented, that goes directly into the endowment. Some gifts can “Maintaining the vibrancy and strength of Jewish be structured to increase your current income, and the communities across the country continues to be a

JEWISH FOUNDATION OF GREATER NEW HAVEN 9 CREATE A JEWISH LEGACY CELEBRATION

CLOCKWISE Rabbi Michael Farbman of Temple Emanuel, Federation CEO Judy Alperin Diamondstein, and Rabbi Stacey Offner of Temple Beth Tikvah

Michael and Gale Silverberg with Josef Adler

Past Foundation Chairs David Trachten and Jeffrey Hoos with current Foundation Chair Steven Fleischman

Temple Beth David legacy participants Martin & Doris Cobern, Fern and Barry Feldman, and Debra and William Gaudette

JEWISH FOUNDATION OF 10 GREATER NEW HAVEN As young parents Lee and I needed help in raising our children Peter and Lee Stolzman have as Jews. Structure, ritual, education and life cycle support was committed to a legacy gift for their needed and Temple Emanuel proved to be the answer. What synagogue, Temple Emanuel. started as an aid for our children led Lee and me into our own search for answers and our own places in the world of Jewish DGNKGH1XGT[GCTUNCVGTYGCTGUVKNNGZRNQTKPICPFTGƂPKPIQWT relationship with our ancient faith. At Temple Emanuel we are able to participate, question and continue to grow. We are able to progress in our own individual style and at our own pace. We are surrounded by a congregation of loving and nonjudgmental people. It is a hamish place, it is home. Our legacy gift allows us to feel that we will be able to provide that environment that nurtures future generations.

– Peter and Lee Stolzman

Isidor Juda featured with The Towers gave me life again. I came here after I lost my second wife to Al zheimer’s. This place is a great, safe, the torah cover he donated friendly, hamish place with wonderful staff. I taught my to the Towers. children tikkun olam because I was taught by my parents. Synagogue has always been important to my family and Izzy, 95, is a resident of the Towers. both of my children were presidents of their synagogues. Izzy escaped from Vienna at age 16 When I saw that the Towers did not have a cover for one by jumping off a transport train. of the torahs, I made sure to get them one. I left a legacy He immigrated to the United States because Juda ism has to go on, it is our life. They tried to destroy us three times, but we survived because there was and served in World War II in the always a spark that remained and continued. *>VwV/ i>ÌiÀ>`Ã>ÀiV«iÌv a Bronze Star and a Purple Heart. – Isidor Juda, Towers’ resident

JEWISH FOUNDATION OF GREATER NEW HAVEN 11 THE STUART J. DRELL SCHOLARSHIP FUND — CONTINUING A LEGACY

Renée Drell and her daughters Elana, Jordana and Marissa º/ i-ÌÕ>ÀÌ° Ài-V >ÀÃ «Õ`ÀiyiVÌÃÌÞÌ i established a fund to honor their beloved late husband integrity of my late husband but also the importance of and father Stuart J. Drell. The fund was established in 2001 Judaism in our lives,” Renée concludes. “We are honored at Congregation B’nai Israel in Scotch Plains, New Jersey to continue his legacy this way.” and since its establishment, it has awarded over $20,000 in scholarship awards, in memory of Stuart Drell, to young 6QƂPFQWVJQY[QWECPETGCVG[QWTHCOKN[UEJQNCTUJKR adults who were members of Congregation B’nai Israel. Now HWPFEQPVCEV that Renée has relocated to Connecticut, the fund has been .KUC5VCPIGT'US'ZGEWVKXG&KTGEVQT transferred to the Jewish Foundation of Greater New Haven “Our father was very focused on ,GYKUJ(QWPFCVKQPQH)TGCVGT0GY*CXGP and will award scholarships, for college, to young adults at her GZV education and ensuring we had new synagogue, Congregation B’nai Jacob. NUVCPIGT"LGYKUJPGYJCXGPQTI the best education irrespective of “I think the respect and the integrity of my late husband are YYYPGYJCXGPLGYKUJHQWPFCVKQPQTIQT ÀiyiVÌi`Ì iv>VÌÌ >Ì ÃVi>}ÕiÃ>`vÀi`Ã`>Ìi`Ì i YYYLGYKUJNGICE[PGYJCXGPQTI w>V>VÃ`iÀ>ÌÃ°iLiiÛi` money for this scholarship fund,” Renée explains. “We thought i`ÕV>ÌÜ>Ã>`ÀiVÌiÌ that the best way to honor and perpetuate my husband’s memory as well as his ideals and interests was to create the vi}««ÀÌÕÌÞ°» Stuart J. Drell Scholarship Fund.”

“Having it go toward an educational scholarship was a p >> Ài-âÞviÀ deliberate choice,” daughter Elana Drell Szyfer offers. “Our father was very focused on education and ensuring we had Ì iLiÃÌi`ÕV>ÌÀÀiÃ«iVÌÛivw>V>VÃ`iÀ>ÌÃ°i believed education was a direct line to lifelong opportunity.”

“We also ask scholarship applicants to tell us about any adversity they might have overcome,” daughter Jordana Drell explains. “One of the special things about my father was he had two spontaneous retinal detachments in his forties.” Drell was treated at the Eye Research Institute by Dr. H. MacKenzie Freeman and Dr. Charles Schepens in 1983. The Eye Research Institute later became known as the Schepens Eye Research Institute of the Massachusetts Eye and Ear Hospital. After his treatment, Drell expressed his gratitude by starting a charitable organization – ChariToys, a toy store stocked with donated toys and merchandise sold at a discount with all proceeds LiiwÌ} ,°

JEWISH FOUNDATION OF 12 GREATER NEW HAVEN CONTINUING A FAMILY’S TRADITION OF BUILDING COMMUNITY

Charitable giving often starts at an early age. Noam Benson Tilsen recently established a scholarship fund for members of his synagogue, Congregation Beth El-Keser Israel, to attend Camp Ramah. This fund is part of Noam’s bar mitzvah observance and facilitated by the Jewish Foundation’s youth philanthropy program – the Build-a- Tzedakah program. “I’ve been going to Camp Ramah since I was eight years old,” explains Noam. “It’s a great Jewish education and I’ve made lots of good friends there. Camp Ramah is such a great experience for me and I wanted ÌÃ >ÀiÌ >ÌÜÌ Ì iÀÃ°» >«,>> Ã>vw>Ìi`ÜÌ the Masorti-Conservative Movement and offers a fun, active camp in a Kosher, Shabbat-observant, and Hebrew- language enriched environment.

His parents, Miriam Benson and Rabbi Jon-Jay Tilsen agree Ì ÃÃ>wi««ÀÌÕÌÞÌVÌÕi>v>ÞÌÀ>`Ìv charity. “Noam is an enthusiastic camper at Ramah,” his Tzedakah program, a lot of the other kids and parents are father explains. “The experience and knowledge, the sense already familiar with the idea of establishing a charitable of community and spiritual energy, carries throughout endowment as a way to celebrate a bar or bat mitzvah the year after camp and reinforces campers’ relationship >`Li}}ÌvÕw>`ÕÌvÕVÌÃÌ iiÜÃ >`LÕ`ÃVÕÌÞ°,>> >Ã>«ÀvÕ`yÕiVi community.” in creating positive Jewish identity and Noam decided to support this particular project.” The Foundation’s Build-a-Tzedakah program allows young adults to engage in charitable giving by contributing Noam’s parents have both worked professionally and $600 from their bar or bat mitzvah gifts, with a match of as volunteers in the Jewish community, with the aim of $400 from a community donor. With this, the young adult helping to build the Jewish commonwealth in Israel and now has a $1000 named charitable fund at the Jewish globally. Each of Noam’s older siblings established funds Foundation—they, or others, can add to the fund anytime or engaged in mitzvah projects at the time of their bar/ and in honor of special occasions. Every December, at bat mitzvahs. “Noam’s siblings’ projects were intended to Hanukkah time, they are given the opportunity to distribute express each one’s individual areas of interest in the larger funds to one or more charities. Distributions are based on context of building community and rebuilding the Jewish the Jewish Foundation’s spending policy. People,“ their father explains. “Essential to the task of building communal institutions is providing the capital they To learn more about the Jewish Foundation’s Build-a- need. Thanks to the support of the Foundation’s Build-a- Tzedakah program, visit newhavenjewishfoundation.org.

JEWISH FOUNDATION OF GREATER NEW HAVEN 13 SCHOLARSHIP OPPORTUNITIES THROUGH THE JEWISH FOUNDATION

JEWISH SCHOLARSHIP INITIATIVE (JSI) — SCHOLARSHIPS by the Drell family. Go to www.jewishnewhaven.org/ FOR AREA DAY SCHOOLS, SYNAGOGUE SCHOOLS, scholarships for application and more information. JEWISH PRESCHOOLS AND CAMPS EMMA KOHN PODOLOFF SCHOLARSHIP FUND OF Thanks to a generous donor in our community, last year THE NATIONAL COUNCIL OF JEWISH WOMEN’S JSI distributed $87,000 in local scholarships. Scholarships GREATER NEW HAVEN SECTION-COLLEGE are needs based and are for Jewish households residing in SCHOLARSHIPS FOR HIGH SCHOOL SENIORS Greater New Haven. Qualifying schools include Southern CT Hebrew Academy, Ezra Academy and Bais David The Emma Kohn Podoloff Scholarship Fund of the National Yeshiva of New Haven. Qualifying Jewish camps include Council of Jewish Women’s Greater New Haven Section is FOR MORE INFORMATION: Camp Laurelwood, JCC camp, Camp Gan Israel and local designed to assist Jewish high school seniors to advance their scholastic and vocational education. The average www.jewishnewhaven.org/ synagogue camps. Qualifying Jewish pre-schools include local synagogue pre-schools, JCC Yeladim, and Southern CT award is $1,500. Applicants must have resided in the scholarships for applications and Hebrew Academy. All local synagogue religious schools are Greater New Haven area for at least one year prior to the included as well. The deadline for camp scholarships is May application date. The application includes an essay and more information. 5th and for day schools and preschools is July 14th. The three recommendations. The Deadline for the application synagogue school deadline will be in the late summer and is May 31, 2017.The awards are granted in June. All will be announced on the website and to the synagogues. >««V>ÌÃ>ÀiVwìÌ>>`>ÞÕÃÞÀiÛiÜi` Ƃ>««V>ÌÃ>ÀiVwìÌ>>`>ÞÕÃÞÀiÛiÜi` by the Podoloff scholarship committee. Go to www. by a scholarship committee. Go to www.jewishnewhaven. jewishnewhaven.org/scholarships for application and org/scholarships for the application, more information, and more information. to see the catchment area. ISRAEL EXPERIENCE SCHOLARSHIPS STUART J. DRELL SCHOLARSHIP FUND—COLLEGE The Jewish Foundation Israel Experience Scholarship SCHOLARSHIPS FOR HIGH SCHOOL SENIORS WHO Program enables local Jewish students ages 14-19 the ARE CONGREGATION B’NAI JACOB MEMBERS opportunity to participate in an Israel experience to develop Renee Drell and her daughters Elana, Jordana, and Marissa and enrich their Jewish education and reinforce their Jewish established a fund to honor their beloved late husband identity. The Jewish Foundation provides scholarships for and father Stuart J. Drell. The fund was established in 2001 both short-term (minimum of 3 week program) and long- at Congregation Beth Israel in Scotch Plains, New Jersey. term organized Israel educational programs. Greater New When Renee relocated to Connecticut, she transferred Haven youth ages 14-19 are eligible. For 2017 summer the fund to the Jewish Foundation of Greater New Haven, trips, applications are due by March 7, 2017. For the 2017- and it now awards scholarships to high school seniors 2018 gap or academic year programs, applications are headed off to college. Awards are $1000, and applicants due by May 2, 2017. An essay and 2 recommendations are must be members of Congregation B’nai Jacob and must ÀiµÕÀi`°Ƃ>««V>ÌÃ>ÀiVwìÌ>>`>ÞÕÃÞ be entering their freshman year of college. Applications reviewed by the Israel Experience Scholarship committee. require an essay, and the deadline for applications is Go to www.jewishnewhaven.org/scholarships for more May 17th, 2017, with awards announced in June. All information, a list of qualifying programs, and application >««V>ÌÃ>ÀiVwìÌ>>`>ÞÕÃÞÀiÛiÜi` requirements.

JEWISH FOUNDATION OF 14 GREATER NEW HAVEN DONATIONS

The followingg funds received CUSTODIAL/AGENCY Kagan Family PACE Fund ->Àâ>Þ* >Ì À«VÕ` donationsd na o s off $1,000, 0 oor ggreater:a r OWNED FUNDS Benjamin Liveten Perpetual Annual Skolnick Family Fund* Beth El-Keser Israel Religious School Campaign Fund Rosalyn & Kenneth Sperling Family Endowment Fund ÀÃ â i>Þ*Ƃ Õ` Foundation Beth El -Keser Israel Cemetery Hap & Stacey Jackson Perkins PACE Fund Shirley & Morris Trachten Fund for Association Fund Jodi & Richard Pollack Family PACE Fund Jewish Education Breitman Education Fund for Eric Ravid Family PACE Fund Wiesner Family Fund Congregation Beth Shalom David and Stacey Trachten Family Rodfe Zedek PACE Fund DESIGNATED/RESTRICTED FUNDS Herbert Brockman Rabbinic >ÀÞ->Ìâ>vÕ`> Beckerman Family Supporting Endowment Fund Endowment Fund Foundation Endowment Fund for the LiiwÌvÌ i iVÌVÕÌƂ Jewish Cemetery Association of Greater Waynik Larrison Family PACE Fund New Haven Operating Fund Daughters of 1853 Nursing Temple Beth David Endowment Fund DONOR-ADVISED/FAMILY Scholarship Fund Temple Beth Tikvah Cemetery Fund PHILANTHROPIC FUNDS Friends of the Jewish Coalition for Temple Beth Tikvah Endowment Judith & Stephen August Literacy Endowment Fund Temple Emanuel Endowment Philanthropic Fund Sydney A. Perry Fund for Jewish Learning The Legacy L’chayim Fund for Alayne and Martin S. Burger and Leadership Congregation Beth El-Keser Israel Philanthropic Fund Richard & Judith Hahn Shelling Noam Benson-Tilsen Fund for BEKI Kids Stuart J. Drell Scholarship Fund Scholarship for Jewish Education at Camp Ramah Andrew Eder Family Fund > -LiÀLiÀ}Õ`vÀÌ iLiiwÌ Tower One/Tower East Endowment Fund Gershoni Family Foundation of the Hahn Shelling Playground at the JCC Waynik-Larrison Gaisman Family Fund for Israel & Adele Gordon Family Fund James M. Shure Family Endowment Ì iLiiwÌv âÀ>ƂV>`iÞ Judith Hahn Philanthropic Fund for the Jewish Cemetery Association Westville Synagogue Endowment Fund ÕÀÜÌâ>ÞÕ` of GNH Joan and Alan Kliger Family À° >ÀEi-V Ü>ÀÌâÕ`vÀ PACE/LOJE FUNDS (DESIGNATED Philanthropic Fund FUNDS FOR THE BENEFIT OF THE Jewish Education Julie Kovar Fund CREATECREA E A LEGACYEGAC JEWISH FEDERATION ANNUAL Women of Vision Society CAMPAIGN) Leo and Libby Nevas Collaboration FORFOR WWHATHAT ISI IMPORTANTI PO TA T Grant Fund David Beckerman Family Supporting BUILD A TZEDAKAH/ TOTO YOUOU Foundation Perpetual Annual Daniel & Lisa Price Philanthropic Fund YOUTH PHILANTHROPY FUNDS Campaign Fund Jo-Ann & Michael P. Price Family Fund >ÌÞƂÃ iÞ-V >Ìâ/âi`>> Õ` Joanna and Scott Cooper Family Ronald & Pam Reis Philanthropic Fund UNRESTRICTED FUNDS PACE Fund Howard J. Reiter & Jody P. Ellant Unrestricted Fund Irving Eckhardt PACE Fund in Memory of Philanthropic Fund his Parents Nathan and Ida Marcia and Stanley F. Reiter Dr. Allan and Claire Frankel PACE Fund Philanthropic Fund Lindy Lee Gold PACE Fund -Ìi« iE >ÀÞ->Ìâ> Philanthropic Fund JEWISH FOUNDATION OF GREATER NEW HAVEN 15 ALL CHARITABLE DISTRIBUTIONS

TOTAL CHARITABLE DISTRIBUTIONS $2,377,775

LOCAL JEWISH ORGANIZATIONS NON-LOCAL JEWISH AND SYNAGOGUES $160,141 $1,957,791

NON-LOCAL SECULAR LOCAL SECULAR $92,410 $167,433

JEWISH FOUNDATION OF 16 GREATER NEW HAVEN BREAKOUT IN LOCAL JEWISH DISTRIBUTIONS

LOCAL JEWISH ORGANIZATIONS & SYNAGOGUES $1,957,791 JEWISH FEDERATION OF GREATER NEW HAVEN

*Includes distributions from Restricted (PACE/ $781,584* LOJE) funds, Donor Advised Funds, and SYNAGOGUES DAY SCHOOLS Unrestricted Funds $367,732 $234,153

LOCAL JEWISH OTHER

$215,175 JEWISH FAMILY SERVICE/ JCC JEWS IN NEED $127,997 $111,762 JEWISH EDUCATION

$51,778 JEWISH AGED AND THE TOWERS CAMP LAURELWOOD $37,440 $30,170

JEWISH FOUNDATION OF GREATER NEW HAVEN 17 CHARITABLE DISTRIBUTIONS

BY ORGANIZATION 2016 FISCAL YEAR Hebrew High School of New England Society for Prevention for Cruelty to Hebrew University Animals in Israel ÕÀ}Ì ÃwÃV>Þi>À]Ì i HEPRP (Holocaust Education and Solomon Schechter of Newton DISTRIBUTIONS FROM DESIGNATED/ Prejudice Reduction Program)/Jewish Southern Connecticut Hebrew RESTRICTED FUNDS vÜ}À}>â>ÌÃ Federation of GNH Academy formerly New Haven ÀiViÛi``ÃÌÀLÕÌÃvÀ $504,828 International Rescue Committee Hebrew Day School) St. Raphael’s Hospital/Interfaith Chapel Albert Einstein College of Medicine Ivymount School, Washington D.C. Ì iiÜÃ Õ`>ÌÌ >Ì St. Raphael’s Hospital/Virginia Grimes American Friends of Technion Institute Jewish Cemetery Association of GNH Health Ctr ÌÌ>i`ÛiÀfÓ]ÎnÇ]Çn£° American Friends of the Jewish Coalition for Literacy of GNH Temple Beth David Weizmann Institute of Science Jewish Community Center of GNH Temple Beth El Anti-Defamation League Jewish Community Relations Council Temple Emanuel Arts Council of Greater New Haven of GNH Torah Umesorah Auchwitz Jewish Center Jewish Family Service of GNH Total Restricted Fund Distributions Beth Chana Academy High School Jewish Federation of GNH Tower One/Tower East/Towers Birthright Israel Jewish Federations of North America/ Emunah Sarah Herzog Children’s Center Foundation, Inc. Boy Scout Troop 202 Jewish High School of CT Union Orthodox Congregations Boy Scout Troop 41 Jewish Historical Society of GNH United Way Boy Scouts of America- University of Michigan CT Yankee Council Jewish Home for Children iÜÃ ivÀÌ i `iÀÞ]>Àwi` University of New Haven Brandeis University US Holocaust Museum Camp Gan Israel Juvenile Diabetes Research Foundation Int’l Westville Synogogue Camp Laurelwood Kosher Kitchen at Yale University at Wildlife Conservation Society Camp Ramah Joseph Slifka Center Workman’s Circle Cemetery, West Haven Center for Jewish Life and Learning/ Leukemia & Lymphoma Society JCC of GNH World Wildlife Fund March of the Living/CJLL of JCC of GNH Congregation Beth El-Keser Israel Yale Children’s Hospital Milford Hospital/Interfaith Chapel Congregation Beth Shalom Rodfe Zedek Yale New Haven Hospital/ Neighborhood Music School Interfaith Chapel CREATE A LEGACY Congregation B’nai Jacob New American Acculturation Progam of Yale New Haven Hospital/ FOR WHAT IS IMPORTANT Congregation Mishkan Israel the Jewish Federation of GNH Pediatric Hematology Congregation Or Shalom TO YOU Orchard St Shul Yeshiva D’Mir Connecticut Freemasons Foundation Peabody Museum, New Haven Yeshivat Torah Vodath Esras Torah Planned Parenthood Young Israel of NH Ezra Academy Send a Kid to Camp Scholarship Fund at Fresh Air Fund Camp the Jewish Community Center Hadassah Medical Center

JEWISH FOUNDATION OF 18 GREATER NEW HAVEN DISTRIBUTIONS FROM Channel Thirteen/WNET Hopkins School Johnny Mercer Foundation DONOR-ADVISED/FAMILY Charter Oak Cultural Center Horizons Student Enrichment Program at Joseph Slifka Center PHILANTHROPIC FUNDS Chester Historical Society New Canaan Country School Just One Life $936,290 Childrens Tumor Foundation Human Rights First Khan Academy Classical Studies Academy Innocence Project Lea’s Foundation for Leukemia Research Accion International Closer to Free Fund International Labor Rights Education Long Wharf Theatre Adath Israel Columbia University Business School and Research Masorti Foundation for Alliance for Greater New York Congregation Beth El-Keser Israel International Rescue Committee Conservative Judaism AM Yisrael Foundation Congregation Beth Shalom Rodfe Zedek Jewish Agency for Israel Mayyim Hayyim Living Waters Community American Academy Dramatic Arts Congregation B’nai Israel Jewish Cemetery Association of GNH Mazon American Cancer Society Congregation B’nai Jacob Jewish Community Center of GNH Melvin J. Berman Hebrew Academy American Committee Shaare Zedek Congregation Mishkan Israel Jewish Community Center - Mercy Learning Center American Friends of Bnei Akiva Congregation Mishkan Israel Fire Assistance Multiple Sclerosis Foundation of America Yeshivas in Israel Nursery School Jewish Community Center of GNH - Names Project Foundation American Friends of the Israeli Congregation Shir Shalom Playground Fundraiser New Haven Symphony Orchestra Philharmonic Orchestra Connecticut Hospice Jewish Community Center of GNH - New York City Outward Bound American Jewish Committee Send a Kid to Camp Scholarship Fund Connecticut Public Broadcasting New York University School of Law American Jewish Joint Distribution Jewish Community Center of GNH - Connecticut Zoological Society Next Generation Men Committee Yeladim Emory University Nutrition Facts American Jewish World Service Jewish Family Service Environmental Defense Fund Ovarian Cancer National Alliance American Theater Wing Jewish Federation of Atlanta Environmental Working Group Princeton University - Americans for Peace Now Jewish Federation of GNH Eugene O’Neill Theatre Center Center for Jewish Life Anti-Defamation League of Connecticut Jewish Federation of GHN - Ezra Academy Project Hope AVODAH Jewish Service Corp Hurricane Matthew Fair Haven Community Health Clinic Quinnipiac University School of Nursing B’nai Brith Youth Organization Jewish Federation of GNH - Israel Festival >Àwi`1ÛiÀÃÌÞ Rainforest Alliance Bridgeport Rescue Mission Jewish Federation of Greater Orlando- Fifth Avenue Synagogue Remedy, Inc. Bright Focus Foundation Pulse Nightclub Victim Assistance Friends of the Beltline Ronald McDonald House Bushnell Center for Performing Arts Jewish Federations of North America/ Global Outreach Doctors Shoreline Village Connecticut Camp Gan Israel Beit Zinger, Israel Goodspeed Opera House Simply Smiles Camp Laurelwood Jewish Foundation of Greater New Haven Gunn Memorial Library Sinai Special Needs Institute Center for Jewish Living and Learning- Jewish High School of Connecticut Smith College March of the Living Hadassah Medical Relief Association Jewish Historical Society Southern Connecticut Hebrew Academy Central Fund for Israel Hamden Hall Country Day School Jewish Senior Services Bridgeport (formerly New Haven Hebrew Chabad of the Shoreline Hebrew Congregation of Woodmont Men’s Club Day School) Chabad Orange/Woodbridge Hebrew High School of New England JFACT Fund

JEWISH FOUNDATION OF GREATER NEW HAVEN 19 CHARITABLE DISTRIBUTIONS, CONT.

Southern Connecticut State University Cancer Center University of Connecticut—Hillel School of Nursing Yeshivas Beis Dovid Shlomo Technoserve Young Israel of Bal Harbour DISTRIBUTIONS FROM Temple Beth David Youth on Their Own CHARITABLE LEAD TRUSTS Temple Beth Sholom DISTRIBUTIONS FROM PACE/LOJE $61,318 Temple Beth Tikvah FUNDS FOR THE JEWISH FEDERATION Camp Laurelwood Temple Emanuel OF GREATER NEW HAVEN The Loomis Chaffee School Jewish Family Service of GNH The New Israel Fund $417,757 Jewish Community Center of GNH The New School, Arts Integrity Initiative DISTRIBUTIONS FROM The PJ Library DISTRIBUTIONS FROM CUSTODIAL/ UNRESTRICTED FUNDS The Westville Synagogue AGENCY-OWNED FUNDS TheatreWorks $190,195 $277,393 Towers Foundation, Inc. - Tower One/ Birthright Israel Tower East Congregation Beth El-Keser Israel Congregation Beth Shalom Rodfe Zedek Congregation Beth Shalom Rodfe Zedek Trinity Church on the Green Jewish Federation of GNH Union for Reform Judaism Congregation B’nai Jacob Congregation Mishkan Israel Jewish Historical Society University of Connecticut - Hillel Orchard Street Shul University of Michigan Emma Kohn Podoloff Scholarship of GNH Section of the National Council of Temple Beth David University of New Haven Jewish Women University of Pennsylvania-Katz Center for Ezra Academy Advanced Jewish Studies Hebrew High School of New England Webster University Jewish Community Center of GNH Women’s Center of Greater Danbury Jewish Family Service of GNH World Jewish Congress Temple Beth David Yale New Haven Hospital/Dorothy Adler Geriatrics Assessment Center Towers Foundation, Inc.—Tower One/ Tower East CREATE A LEGACY Yale University FOR WHAT IS IMPORTANT Yale University School of Medicine TOTAL CHARITABLE DISTRIBUTIONS TO YOU Yale University-Closer to Free Fund Yale University-Discovery to Cure Walk $2,387,781 Yale-New Haven Hospital-Smilow

JEWISH FOUNDATION OF 20 GREATER NEW HAVEN FUND AND GIFT DESCRIPTIONS

WITH THE JEWISH FOUNDATION OF charities and, at the end of the trust term, the remaining of Judah ($5,000) campaign gift and can be established GREATER NEW HAVEN, YOU CAN trust assets will be distributed to the family members (or with a minimum commitment of $100,000. other individuals) whom you have designated. CREATE A LEGACY FOR YOUR FAMILY DESIGNATED/RESTRICTED FUNDS AND YOUR COMMUNITY. CHARITABLE REMAINDER TRUST Donors can establish a named restricted/designated This type of trust will provide annual income payments vÕ`vÀÌ iÀ}>â>ÌÀÃÌÌÕÌÌ >ÌÃÃÌ You can make gifts to the Jewish Foundation through to you and/or designated family members or important to them. These funds can be established in a variety of different vehicles. The choices and individuals. At the end of the trust term, the remainder honor of a family member, or in memory of loved ones, ««ÀÌÕÌiÃ>Û>>LiV>«ÀÛìÌ>ÝLiiwÌÃ>`] will be distributed for the charitable purposes, agencies, and will provide annual distributions, in perpetuity, to ÃÌ«ÀÌ>ÌÞ]«ÀÛì>ÃÌ}i}>ViÃvÀÌ i or synagogues which you have designated. Ì iìÃ}>Ìi`À}>â>ÌÃ®°/ iÃivÕ`ÃV>Li À}>â>ÌÃ]ÃÌÌÕÌÃ]>`«À}À>ÃÌ >Ì>Ài established with a minimum gift of $10,000. DONOR-ADVISED/PHILANTHROPIC FUNDS most important to you. This fund allows the donor (or his or her appointed UNRESTRICTED FUNDS APPRECIATED PROPERTY ÃÕVViÃÃÀ®ÌÀiVi``ÃÌÀLÕÌÃÌ>ÞµÕ>wi` Donors can establish a named unrestricted fund at the By donating long-term appreciated property (like stocks ÌvÀ«ÀwÌÀ}>â>Ì°/ iÃivÕ`ÃV>Li Jewish Foundation with a minimum donation of $1,000. and mutual funds) to the Jewish Foundation, you may established with a minimum gift of $10,000 and are a Unrestricted funds allow the foundation to meet the be able to reduce or eliminate the capital gains tax for wonderful way to involve the family in giving. changing needs of the Jewish community through that property and receive an income tax deduction for IRA OR RETIREMENT ASSETS our grants process and community initiatives. Many the appreciated value of the property. 9ÕV>>ÝâiÜ >ÌÞÕÀ iÀÃÀiViÛiLÞÀi`ÕV} community members have established such funds in honor of a special anniversary or birthday, or in memory CHARITABLE BEQUEST OR taxes—to do this, leave a portion of your retirement of a loved one. TRUST DESIGNATION plan to the Jewish Foundation and leave other assets to VÕ`}Ì iiÜÃ Õ`>Ì>Ã>LiiwV>ÀÞv> your heirs. DESIGNATED CUSTODIAL/AGENCY will or trust is a simple and powerful way to create a LIFE INSURANCE OWNED FUNDS family legacy. During your lifetime, your assets are not Consider transferring the ownership of an insurance Many local Jewish agencies, synagogues, and not-for- affected, you can reduce your taxable estate, and you policy to the Jewish Foundation—you will receive «ÀwÌÀ}>â>ÌÃ >ÛiiÌÀÕÃÌi`Ì iÀi`ÜiÌÃ V>«ÀÛìÌ >ÌÞÕÀ}vÌLiìÃ}>Ìi`vÀÃ«iVwV an income tax deduction for the current value of the to the Jewish Foundation for administration and charitable purposes, agencies, and/or your synagogue. policy, future premium payments will be tax deductible, management. CHARITABLE GIFT ANNUITY and the donated policy will no longer be part of your A charitable gift annuity is like a charitable retirement taxable estate. account. It is established with a one-time gift, and it PACE AND LOJE FUNDS «ÀÛìÃ>wÝi`>Õ>«>ÞiÌvÀvi]>Vi PACE and LOJE funds perpetuate support for the tax deduction, and you can designate the remainder Jewish Federation of Greater New Haven’s annual vÀÃ«iVwVV >ÀÌ>Li«ÕÀ«ÃiÃ]>}iViÃ]>`ÉÀ campaign through present and future commitments of your synagogue. cash, stock, insurance, charitable annuities, trusts, and CHARITABLE LEAD TRUST bequests. Named PACE (Perpetual Annual Campaign This type of trust provides a current gift to charity and a Endowment) funds can be established with a minimum deferred gift to your family members. A charitable lead commitment of $10,000. Named LOJE (Lion of Judah trust will make annual distributions to your designated Endowment ) funds perpetuate a women’s annual Lion

JEWISH FOUNDATION OF GREATER NEW HAVEN 21 PACE AND LOJE

Consider endowing your annual gift How can you provide for Jewish education, camps, schools, the frail elderly, those in need, the JCC, and for Jews in need abroad to the Jewish Federation of Greater and in Israel? With your annual gift to the Jewish Federation of Greater New Haven. And how can you CREATE A JEWISH LEGACY to ensure that future generations of Jews in Greater New Haven and throughout the world are provided for? By New Haven’s Annual Campaign iÃÌ>LÃ }>*iÀ«iÌÕ>ƂÕ> >«>} `ÜiÌ*Ƃ ®ÀvÕ`> `ÜiÌ" ®vÕ`vÀÌ iLiiwÌvÌ i Jewish Federation Campaign. These members of our community through current and planned gifts Your PACE or LOJE continues your legacy to our community. Your fund will continue from your generation to the next by distributing to our local federation campaign that provides for our community—in Greater New Haven, Israel and worldwide. of cash, insurance, and bequests have established PACE and PACE funds make an impact — this year 17% of the annual campaign is supported by PACE. LOJE funds. Your Jewish legacy can be created during your lifetime with cash, stock, or retirement assets. You can also make a commitment now to establish or add to your fund through your estate or with insurance or retirement assets.

IN 2008, THERE WAS $1.2 MILLION IN PACE FUNDS. TODAY, THERE IS $11 MILLION (IN ADDITION, THERE IS ANOTHER $2 MILLION IN COMMITMENTS TO PACE)!

Josef and Cecle Adler Benjamin and Freda Cohen Fleischman Family Anonymous Donald and Pearl Cohen Gerald and Marilyn Fishbone Lucille Alderman Linda and Kenneth Cohen Joseph Forman Norman and Caron Alderman* Scott and Joanna Cooper Claire Frankel Sara and Hillel Auerbach Herman & Esther Copelon Ian Freeman Judy and Stephen August Michael Diamond Frenkel Family* * NEW FUND 2016 Brad E. Beckerman Irving Eckhardt in memory of his parents, Suzanne Gallant David A. Beckerman Family Nathan and Ida David P. Gershoni David and Sharon Bender Family Frederick M. and Elizabeth P. Edelmuth Rose B. and Barbara Gingold CREATE A LEGACY Foundation, Inc. Yvette Eder Samuel and Marcella Glazer FOR WHAT IS IMPORTANT Marjorie and Norman Botwinik Eileen and Andrew Eder Dr. Milton and Gladys Godfried TO YOU Stanley Botwinik Sidney and Arthur Eder Leo and Beatrice Gold Frederick A. and Justine Millspaugh Jack Evans Lindy Lee Gold Catlin Family Foundation Dale and Robert Felice Barbara Greenberg Linda & Jesse Cedarbaum Mary and Jacob Falek Velma and Stuart Grodd Linda and Jeffrey Chaffkin Fischman Family Judith Hahn

JEWISH FOUNDATION OF 22 GREATER NEW HAVEN THE COMMUNITY WAS THERE FOR YOU. WHO WILL BE THERE FOR THE NEXT GENERATION? YOU WILL—BY ENDOWING YOUR ANNUAL GIFT WITH A PACE OR LOJE.

Penny Marcus and Allan Hillman Zelma Pacella Betsy and Jeffrey Hoos Hap and Stacey Jackson Perkins Heidi & Norman Hurwitz Sydney A. Perry Jocelyn & Scott Hurwitz Jodi and Richard Pollack Family Ruth and Sherman Jacobson Francie and Alan Ponchick in memory of Jewish Foundation of GNH Marvin and Norma Schaefer Gerald Kagan Hyla Raphael Cari and Keith Kaplan Eric Ravid Family* Iny and Joel Karp Howard Reiter and Jody Ellant Marcia W. and Stanley F. Reiter Katzman Family I got involved because I was Komisar Family Alan and Elizabeth Kaye Reznik Family Edward Konowitz Susan and Stuart Rosenholtz asked. It is an act of love. I grew George and Susan Krall James Sachs up knowing my grandparents Marilyn Saltzman Ilse H. Krevit and they were always part of Sherman and Evelyn Krevolin Stephen L. Saltzman Robert N. & Goldythe B. Langerman Lewis Savitsky my life. I raised my kids with the Arthur Allen Leff Shirley F. Scholder same values. I made a legacy Arlene and Arnold Shanbrom* Cindy and David Leffell commitment for the Towers Marvin and Helaine Lender James M. Shure Donna and Sidney Levine Gale and Michael Silverberg because it is the right thing to Beverly and John Levy Nate M. Silverstein do. My investment now is an Sklarz Family Lichtman Family investment for my future. Benjamin Liveten Judy Skolnick Lawrence A. Loeb Lisa A. Stanger – Alan Siegal, Board Chair, Robyn Teplitzky Martin Family Tower One/Tower East Shirley and Morris Trachten Sam and Rose Merriam Family with his mother, Evelyn, Miller-Goodman Families David and Stacey Trachten Towers’ resident Boris Mizhen Family Barry and Hyla Vine Barbara and Jeffrey Orell Melanie Waynik and Wayne Larrison

JEWISH FOUNDATION OF GREATER NEW HAVEN 23 PLANNED GIFTS

LIFE INSURANCE Mark Shiffrin Norman and Harriet Rashba Ruthann Beckerman Gale C. and Michael I. Silverberg Charitable Gift Annuity Betty and Alan Feldman Dr. Stephen Squinto and Norman K. and Elaine S. Silverman Gerald and Marilyn Fishbone Adrienne Bloch Charitable Gift Annuity for the Ian Freeman Barry J. and Hyla Vine Jewish Home for the Aged, in Memory of Louis Silverman, Sophia Silverman, Bonnie K. Goldberg Joan and Milton Wallack Morris Straka, Tessie Straka, and Betsy S. Hoos CHARITABLE GIFT J. William Silverman Barbara Lichtman ANNUITIES AND Cecile and Jerome Spector Sydney A. Perry CHARITABLE TRUSTS Charitable Gift Annuity Marcia Reiter Daniel and Rose Smolen Lisa Stanger CHARITABLE GIFT ANNUITY Charitable Gift Annuity Robyn Teplitzky Anonymous Paul and Sylvia Sweedler Arnold and Arlene Shanbrom Anonymous I through VIII Charitable Gift Annuity Stacey Trachten Muriel Banquer Marian Fox Wexler Hyla Vine Charitable Gift Annuity Charitable Gift Annuity LEGACY SOCIETY Phyllis Bausher Charitable CHARITABLE REMAINDER vÌƂÕÌÞvÀÌ iLiiwÌv Anonymous ANNUITY AND UNITRUST Jewish Family Service and David A. Beckerman Anonymous Congregation Mishkan Israel) Harvey Bixon Harvey C. Bixon 2004 Charitable Trust Edward Konowitz Charitable Gift Irving Eckhardt ƂÕÌÞvÀÌ iLiiwÌvÌ i CHARITABLE LEAD ANNUITY Marilyn and Gerald Fishbone Jewish Federation I–II AND UNITRUST Ian Freeman Jean Bramley Charitable Gift Annuity Beckerman Family 1997 Dianne Glater Earl & Muriel Banquer CGA I-II Charitable Lead Annuity Trust Norma Greene Alvin and Irma Evans Herbert B. and Lillian Wolfson 2005 Velma and Stuart Grodd Charitable Gift Annuity Charitable Lead Unitrust Frank L. Gruskay Betty H. Freedman CGA I-II DEFERRED CHARITABLE CREATE A LEGACY Robert H. Horowitz Janet F. Gans GIFT ANNUITY FOR WHAT IS IMPORTANT Ruth & Sherman Jacobson Charitable Gift Annuity I-II Ira B. Fink Deferred Joel and Iny Karp Ruth and Jerome Gross Memorial Fund Charitable Gift Annuity TO YOU Henry Kasha vÀÌ iLiiwÌv-ÕÌ iÀ Karen G. Horowitz Deferred Phyllis Kauffman Connecticut Hebrew Academy Charitable Gift Annuity Henry S. Harrison and Ruth Lambert Rabbi Murray Levine CGA I-VI Beverly and John Levy Moses M. and Hannah Malkin Hannah and Moses Malkin Charitable Gift Annuity

JEWISH FOUNDATION OF 24 GREATER NEW HAVEN PHILANTHROPIC AND DONOR-ADVISED FUNDS

FIELD OF INTEREST/DONOR- Benjamin and Freda Cohen Pearl Mantell Fund ADVISED FUNDS Philanthropic Fund Saul and Sandra Milles Family Fund The Jacob Fund Rhoda and Aaron Cohen Fund Leo and Libby Nevas Collaboration Carol Ruth Jacobs Memorial Fellowship Arthur Eder Family Fund Grant Fund* Fund for Teachers Andrew Eder Family Fund Daniel and Lisa Price Philanthropic Fund Henry and Helene Kasha Fund for the Arlene and Marshal Elovich Foundation Jo-Ann N. and Michael P. Price Family Teaching of the Hebrew Language Samuel Faiman Tzedakah Fund Fund in Honor of Libby and Leo Nevas* Lenny Margolis Athletic Endowment Feldman Family Philanthropic Fund Ronald and Pamela Reis Õ`vÀÌ iLiiwÌvÌ i The Fischman Family Philanthropic Fund Philanthropic Fund Charlotte W. and Donald L. Perlroth Gerald and Marilyn Fishbone Family Howard J. Reiter and Jody P. Ellant Scholarship Fund for Jewish Education Philanthropic Fund Foundation Philanthropic Fund Stanley F. and Marcia Reiter Philanthropic Suzanne and Murray Gallant Fund Marcia and Stanley F. Reiter Fund for New Haven Hebrew Gershoni Family Foundation Philanthropic Fund Day School Marcella and Samuel Glazer Kenneth Rosenthal and Catherine Stanley F. and Marcia Reiter Philanthropic Philanthropic Fund Forman Philanthropic Fund Fund for Jewish Education Israel and Adele Gordon Fund Joyce and Kopi Saltman Stanley F. and Marcia Reiter Fund for Eva Grinberg Fund in memory of her Philanthropic Fund Westville Synagogue parents, Moshe Elhaan and Stephen and Marilyn Saltzman Marion, Harold & Barry Schwartz Funds Jesha Benjamin Klein Philanthropic Fund for Children with Special Needs Judith Hahn Philanthropic Fund Anita Saxe Memorial Charitable Fund Tower One Tower East Philanthropic Fund Janice and Robert Horowitz Allan and Leslye Schaefer Shirley and Morris Trachten Fund to Philanthropic Fund Philanthropic Fund Support Medical Research Hurwitz Family Fund Edwin and Lorrie Schaefer Family Fund Shirley and Morris Trachten Fund for Dr. Sidney Hurwitz Memorial Herbert Setlow Family Fund Jewish Education Philanthropic Fund Marcie and Carolyn Setlow Family Martha Sue and Bertrand S. Weisbart Marilyn A. Katz Philanthropic Fund in Philanthropic Fund* `ÜiÌÕ`vÀÌ iLiiwÌv memory of Jay Katz Arnold and Arlene Shanbrom Youth Fitness at the JCC of GNH Louis and Beatrice Kaye Foundation Philanthropic Fund* UNDESIGNATED PHILANTHROPIC/ Philanthropic Fund Lawrence and Sherry Shanbrom Fund DONOR-ADVISED FUNDS Kinstlinger-Feist Family Fund Nathan M. Silverstein Family CREATECREA E A LEGACYEGAC Anonymous x 2 Edward Konowitz Family Charitable Fund FORFOR WWHATHAT ISI IMPORTANTI PO TA T David and Karen Astrachan Family Fund Philanthropic Fund Sklarz Family Philanthropic Fund Judith and Stephen August TOTO YOUOU Julie Kovar Fund Skolnick Family Fund* Philanthropic Fund Kenneth and Robin Kramer Family Fund Rosalyn and Kenneth Sperling Neil Bersin Philanthropic Fund in Sherman and Sara Kramer Family Family Foundation honor of his 50th birthday Philanthropic Fund Barry and Hyla Vine Family Fund Barbara Bobrow Memorial Sherman and Evelyn Krevolin Vlock Grandchildren Tzedakah Fund Philanthropic Fund Family Fund William and Florence Wallack Family Samuel and Barbara Bobrow Family Fund Arthur and Betty Levy Family Fund Philanthropic Fund Bella S. and Bernard Braverman John and Beverly Levy Fund The Wolpert Family Fund Philanthropic Fund Major Feuerstein Family Fund in memory of Renee Levy Alayne and Martin S. Burger Laura Lustig Fund Philanthropic Fund 25 DESIGNATED ENDOWMENT FUNDS

FUNDS TO SUPPORT THE Arthur & Yvette Eder Fund for Dorothy Shure Memorial Fund JEWISH FEDERATION OF Ì iLiiwÌvÌ iiÜÃ vÀÌ iLiiwÌvÌ iiÜÃ Includes: GREATER NEW HAVEN Community Center Community Center 1. Designated restricted funds, Jewish Federation of Greater New >V Û>ÃÕ`vÀÌ iLiiwÌvÌ i Teplitzky Family Endowment for Haven Philanthropic Fund JCC, in memory of Al Evans Ì iLiiwÌvÌ i 2. Designated custodial/agency- For funds to support the Jewish Rose and John Fox Memorial Fund FUNDS TO SUPPORT ATHLETICS owned funds, vÀÌ iLiiwÌvÌ iiÜÃ Federation of GNH annual campaign, AND YOUTH FITNESS see PACE Funds (page 22) Community Center 3. Field of interest philanthropic/ AT THE JCC Ian Freeman Life Insurance Policy Harold “Bub” Hahn Endowment donor-advised FUNDS TO SUPPORT THE JEWISH vÀÌ iLiiwÌvÌ iiÜÃ COMMUNITY RELATIONS for Athletics at the Jewish funds, and Community Center COUNCIL AND THE JEWISH Community Center Rose B. and Barbara Gingold Fund + COALITION FOR LITERACY Lenny Margolis Athletic 4. Designated charitable trusts an- Velma and Stuart Grodd Endowment for Endowment Fund Friends of the JCL Endowment Fund Ì iLiiwÌvÌ i dannuities / i >À-ÀÌÕ`vÀÌ iLiiwÌ Martha Sue and Betrand S. Weisbart > -LiÀLiÀ}Õ`vÀÌ iLiiwÌ of the Jewish Community Relations `ÜiÌÕ`vÀÌ iLiiwÌv of the Hahn Shelling Playground Council in memory of Dr. Gustav Sirot Youth Fitness at the JCC of GNH at the JCC* ³Õ`LiiwÌÌ}ÀiÌ >i FUNDS TO SUPPORT THE JEWISH Jewish Community Center Board FUNDS TO SUPPORT MUSIC, CULTURAL ARTS, AND À}>â>ÌÃÃÌi`ÕÌ«i COMMUNITY CENTER OF `ÜiÌvÀÌ iLiiwÌvÌ i EDUCATIONAL PROGRAMS GREATER NEW HAVEN Jewish Community Center Community categories AT THE JCC Funds to Support the JCC Day Camp One Fund Fredrick A. and Justine Millspaugh Catlin are listed separately under Funds for Jewish Community Center Community Jewish Camping Family Foundation Endowment Fund One Event Fund vÀÌ iLiiwÌvÌ i Jewish Community Center Beckerman Family 1997 Charitable Lead Edward Cooley Fund for Philanthropic Fund Annuity Trust Musical Programs at the Jewish Þ`> °iÛiÕ`vÀÌ iLiiwÌ Beckerman Family Supporting Community Center * NEW FUND 2016 of Congregation Mishkan Israel and Foundation, Inc. Jewish Community Dr. Milton Godfried for the Jewish the JCC + Center Endowment Fund Community Center Cultural Programs iÃÕ`vÀÌ iLiiwÌvÌ i CREATE A LEGACY Abby & Harold Bench Fund for in memory of his loving wife, Gladys Ì iLiiwÌvÌ iiÜÃ Jewish Community Center FOR WHAT IS IMPORTANT Stuart Harris Fund for Cultural Arts at the Community Center Moses M. and Hannah Malkin Charitable Jewish Community Center TO YOU Gift Annuity + Kenneth and Linda Cohen Francis Shield Fund for the Jewish Family Endowment for the Phillip & Ann L. Meyerson Fund Community Center Healthy Women vÀÌ iLiiwÌvÌ iiÜÃ JCC Swimming Pool Healthy Lives Program Community Center Francis Shield Fund for the Jewish Community Center Cultural Arts Program

JEWISH FOUNDATION OF 26 GREATER NEW HAVEN STARSTAR OOFF DAVID SOCSOCIETYIETY FUNDS TO SUPPORT THE Oscar & Irma Hamburger Dodie Crane Memorial Fund to Thehe StarSt r of Davidav d Societyo e iis a JEWISH ELDERLY iÀ>Õ`vÀÌ iLiiwÌv Help Children in Need nationalt n programo ram of thee Jewishe is Community Endowment Fund Jewish Family Service Betty Freedman Charitable Federationsed r io s off Northo h AmericaA e ca thath t for the Jewish Elderly Peter C. Hereld Memorial JFS Gift Annuities Harry Braffman in memory of his mother, “Families in Crisis” Endowment Janet F. Gans Charitable Gift Annuities honorson r outstandingo s n n philanthropistsi n r pi s Fannie Braffman Fund Jewish Family Service Community The Jacob Fund whoh haveh ve createdr at d a PPACEC or Benjamin & Freda Cohen Memorial Fund One Event Fund Maimonides Fund LOJEO giftft (ana eendowmentd e fund for Jewish Programs for the Jewish Family Service Francis Shield Fund + that perpetuates a federation Frail and Elderly Endowment Fund Norman K. and Elaine S. Silverman donor’s annual campaign gift) off Eva Kahn Fund for Elderly Services Moses M. and Hannah Malkin Charitable Charitable Gift Annuity in memory of $200,000, and/or other permanent Marion G. Litsky Fund Gift Annuity + Louis Silverman, Sophia Silverman, endowments of $500,000 or more Isaac S. & Mary G. Liveten Samuel and Rose Merriam Fund (for the Morris Straka, Tessie Straka, and witht ttheiri localo l Jewishe s FFoundation.u d o . Memorial Fund LiiwÌv }Ài}>Ì ½>>VL] J. William Silverman Newe HavenH v n Stara oof DDavidv SSocietyc t Irvin Shiner 75th Birthday Fund Orchard Street Shul, Jewish Family Service, the Jewish Federation of GNH, FUNDS TO SUPPORT memberse b are:r Paul and Sylvia Sweedler Charitable Gift Annuity ADL, and the Jewish Cemetery TOWER ONE/TOWER EAST LucLucilleille andand ArnArnoldold AlAldermanderman Association of GNH) Fund to Support the Jewish Home for iViÀ>>ÞÕ`vÀÌ iLiiwÌ Ì i `iÀÞ]>Àwi` Mark & Heni Schwartz Family Fund for Ruthannt a andd DavidD i AA. BBeckermanc r a Jewish Family Service, Westville of Towers Foundation, Inc. Donald A. Berkowitz Memorial Fund + HHarveyarvey BixonBixon** Synagogue, and Jewish Education* + Ruth Shiffrin Blum Family Fund FUNDS TO SUPPORT /i«ÌâÞ>ÞÕ`vÀÌ iLiiwÌv Cedarbaum Family Fund for Benjamine n andn FFredae Coheno n z’l THOSE IN NEED Jewish Family Service Transportation for Towers Residents Irvingg Eckhardt z’l Herbert B. and Lillian Wolfson 2005 Adele Edelmuth Memorial Fund for FUNDS TO SUPPORT JEWISH Charitable Lead Trust + residents with Cognitive Impairment Yvettee e andn AArthurt Ederd r z’ll FAMILY SERVICE at Tower One/Tower East OTHER FUNDS TO HELP OF GREATER NEW HAVEN >V Û>ÃÕ`vÀÌ iLiiwÌvÌ i Rose Gingold Charitable Trust THOSE IN NEED Lucille & Arnold Alderman Fund + Towers Foundation, Inc. Robert R. and Anita B. Eisner Fund for Sidneyd ey anand Arthurt u EdEderr z’ll Dr. Milton & Gladys Godfried Phyllis Bausher Charitable Gift Annuity Women and Children vÀÌ iLiiwÌviÜÃ >Þ `ÜiÌÕ`vÀÌ iLiiwÌv Gladysy and Milton Godfried z’l Henry and Marion Bixon Fund + Service and Congregation Tower One/Tower East Health Center Estatet e of Irmam Hamburgera b g r Mishkan Israel) Clifford Beers Clinic Fund to Support Dr. Milton and Gladys Godfried Victims of Trauma Benjamin & Freda Cohen Memorial Fund `ÜiÌÕ`vÀÌ iLiiwÌv Betsyet y S. Hooso for Jewish Family Service Benjamin & Freda Cohen Memorial Tower One/Tower East Fund for Jewish Programs for the JeffreyJ f e HHooso Betty A. Ellis Memorial Fund for the Gladys Godfried Memorial Garden Fund LiiwÌviÜÃ >Þ-iÀÛVi Frail and Elderly at Tower One/Tower East endowed by Marciaa ia ReReiterte Devorah Fund for Children with her husband, Dr. Milton Godfried Medical Needs Estatest te of HaHannahn h andnd DDavidvi SSuraskyra k BarryBar y aandnd HyHylaa VineVine SeymourSeymo r YuYudkinki zz’l JEWISH FOUNDATION OF GREATER NEW HAVEN 27 DESIGNATED ENDOWMENT FUNDS, CONT.

Eva Kahn Endowment for the Towers Bernard & Bella Braverman Charitable Mark & Heni Schwartz Family Fund for Foundation, Inc. vÌƂÕÌiÃÌLiiwÌÌ i `Ài½Ã Jewish Family Service, Westville Barbara H. Katz Fund for Assistance to Library at the JCC Synagogue, and Jewish Education* + Resident Support Services at Tower Benjamin & Freda Cohen Memorial Bessie Jacob Shafer Fund for the One/Tower East Fund for DJE CJLL Library at the JCC À}>Õ`vÀÌ iLiiwÌv Community Education Fund Richard & Judith Hahn Shelling the Towers Foundation, Inc. Dr. Milton & Gladys Godfried Scholarship Fund for Jewish Education Dorothy Giannini-Meyers Tower One/ Endowment Fund for the Freida Shure Memorial Award Fund Tower East Philanthropic Fund `Ài½ÃLÀ>ÀÞ>ÌÌ iiÜÃ FUND TO SUPPORT Community Center Dorothy Giannini-Meyers Fund for the HOLOCAUST EDUCATION LiiwÌvÌ i/ÜiÀÃ Sidney Gross Educational Fund Murray & Marvin Lender Holocaust Cecile Spector Charitable Gift Annuity Henry and Helen Kasha Fund for the Education Fund Teaching of the Hebrew Language Tower One/Tower East Community FUNDS TO SUPPORT MAKOM One Event Fund Judith A. Kaye Fund for Improving Selma & Gustav Strauss Memorial Fund Jewish Education Through Tower One/Tower East for MAKOM, established by their Teacher Training Endowment Fund daughter & grandson, Karoline Strauss Tower One Tower East Emanuel & Jette Metzger Memorial Horowitz & Robert H. Horowitz Philanthropic Fund Philanthropic Fund for Jewish Education donated by their daughters, FUNDS TO SUPPORT SPECIAL FUNDS TO SUPPORT Betsy Metzger Schorr and Ella Metzger NEEDS EDUCATION JEWISH EDUCATION AND Willner, and their granddaughter, Lore David Kaplan Memorial Fund for the THE CENTER FOR JEWISH Wilner Dickstein Jewish Education of Children with Special Needs, established by his LIFE AND LEARNING Charlotte W. and Donald L. Perlroth Scholarship Fund for Jewish Education daughter & son-in-law, Mildred & (CJLL FORMERLY DJE) Sydney and Tony Perry Fund for the Arnold Mangen Beckerman Family Supporting Department of Jewish Education in Esther Krevit and Andrea Krevit ,ÃÃÕ`vÀÌ iLiiwÌv-«iV> * NEW FUND 2016 Foundation Endowment Fund for the memory of Arnold Alderman LiiwÌvÌ i i«>ÀÌiÌ Dr. Brigitte Prusoff Endowment Fund for Needs Children of Jewish Education the Department of Jewish Education Shirley and Irving Kroopnick Fund for CREATE A LEGACY Ì iLiiwÌv/>Õ`/À> iÞÕV >`] Ceal B. Berson Fund for Community “Taste of Honey” Program FOR WHAT IS IMPORTANT Jewish Education William H. Prusoff Education Fund the New Haven Jewish Educational Program for Children with TO YOU Abraham Bettigole Fund for Marcia & Stanley F. Reiter Fund for Special Needs Jewish Education Jewish Education Esther S. and David A. Lipman Ida Bettigole Fund for Eugene Schaffer Memorial Fund for Fund for Jewish Education Jewish Education Support of Panim el Panim, the Jewish (for special education) Civics Initiative for Youth, established by Gloria Schaffer

JEWISH FOUNDATION OF 28 GREATER NEW HAVEN Marion, Harold and Barry Schwartz Fund OTHER FUNDS TO Johnathan Cooper Memorial Scholarship for Children with Special Needs SUPPORT EDUCATION Endowment Fund Milton & Beatrice Smirnoff Fund for Lucille & Arnold Alderman Fund for Joan Edelstein Davenny Children with Special Needs the Ivymount School Memorial Fund to enable Ezra Special Needs Education Fund Beckerman Family Supporting Academy students to participate in Funds for Youth Education Programs Foundation Endowment Fund for the Israel programs in Israel are listed separately under LiiwÌvÌ i1ÛiÀÃÌÞv iÜ>Ûi Ezra Academy Community One “Funds to Support Israel” Beckerman Family Supporting Event Fund Foundation Endowment Fund for Joan Edelstein Davenny FUNDS TO SUPPORT Ì iLiiwÌv>ì> ÕÌÀÞ Memorial Fund to enable Ezra MARCH OF THE LIVING Day School Academy students to participate in Judith & Eldon Bernstein Fund for Donald A. Berkowitz Memorial Fund (to Israel programs March of the Living LiiwÌÌ i1ÛiÀÃÌÞv V }>®³ Ezra Academy Community One Congregation Kol Ami March of Rose B. and Barbara Gingold Fund (to Event Fund the Living Fund LiiwÌ À>ìÃ1ÛiÀÃÌÞ>`ƂLiÀÌ Ezra Academy Endowment Fund The Kinstlinger, Feist, Lichtblau & ÃÌi i}iv i`Vi®³ Ezra Academy Israel Trip Strauss Fund for the March of the >À1>7iÃÌi-V >ÀÃ « Endowment Fund Living established by Danielle & Õ`vÀ À>ìÃ1ÛiÀÃÌÞ Ezra Academy Scholarship Fund in Robert Kinstlinger in memory of their memory of Isaac Goldberg grandparents, aunts & cousins who FUNDS TO SUPPORT i`>>ÞÕ`vÀÌ iLiiwÌv perished in the Holocaust DAY SCHOOLS Ezra Academy, the Jewish High School Ravski Family Fund in memory of Perla, of Connecticut and Congregation FUNDS TO SUPPORT Jerry & Ruth Ravski and in honor of iÌ ³ * «,>ÛÃÌLiiwÌ >ÀV vÌ i EZRA ACADEMY Paul Fiedler & Susan Birke Fiedler Fund Living Scholarships Elaine & Richard Ades Endowment for in memory of Yanina Shimanski Birke the Arts at Ezra Academy Leon & Lillian Weinberg Fund for vÀÌ iLiiwÌv âÀ>ƂV>ìÞ Support of the March of the Living Lucille and Arnold Alderman Fund for Waynik-Larrison Gaisman Family Fund Ezra Academy Scholarships In Memory of Martha Wolfes and the vÀÌ iLiiwÌv âÀ>ƂV>ìÞ Family of Otto Wolfes who perished in Lucille and Arnold Alderman Fund for Samuel & Marcella Glazer Fund for the Holocaust established by Alice and Ezra Academy Ezra Academy Peter Hereld Beth Ann Beller Fund for Nutrition Bess & Herman Glazer Bequest Fund Selma L. and Harold Yudkin Fund for the Education at Ezra Academy for Ezra Academy March of the Living Rose and Abraham Cohen Endowment Sam & Marcella Glazer Fund for the Fund for Sephardic Educational Michael & Shifra Zamkov Fund for the LiiwÌv âÀ>ƂV>ìÞ March of the Living in memory of our Materials at Ezra Academy Morton Goldberg Ezra Academy parents, Aryeh Leib & Basya Chevlin Johathan Adam Cooper Memorial Sports Endowment Fund and Shlomo Yaakov & Rivka Zamkov Õ`vÀÌ iLiiwÌv âÀ>ƂV>ìÞ

JEWISH FOUNDATION OF GREATER NEW HAVEN 29 DESIGNATED ENDOWMENT FUNDS, CONT.

Malka Levine Memorial Teacher New Haven Hebrew Day School OTHER FUNDS TO SUPPORT `ÕV>ÌÕ`vÀÌ iLiiwÌv Endowment Fund DAY SCHOOLS Ezra Academy New Hebrew Day School Ida Orlin Fallman, Sophie Sylvia Jechiel Mostow Scholarship for the Ezra Education Fund Orlin and Edith Orlin Jacobs Fund Academy 8th-grade Program in Israel New Haven Hebrew Day School (to support the Solomon Schechter Endowment Fund Community One Fund School, Newton, Mass.) George G. & Leah E. Posener New Haven Hebrew Day School Ã>À>ÞÕ`ÌLiiwÌ Elementary School at Ezra Academy Community One Event Fund American Friends of Yeshiva D’mir, “One person can make a major Endowment Fund George G. & Leah E. Posener Torah Umesorah, Ezrat Torah, and Yeshivat Torah Vodath) + impact on the world around them. George G. & Leah E. Posener -V >ÀÃ «Õ`vÀÌ iLiiwÌv -V >ÀÃ «Õ`vÀÌ iLiiwÌv the New Haven Hebrew Day School You too can become a light for our Ezra Academy Elementary Students in Blessed FUNDS TO SUPPORT Barry David Reznik Chemistry Fund for Memory of Rabbi Maurice Hecht SYNAGOGUES community. Let your name be Ezra Academy Stanley F. and Marcia Reiter FUNDS TO SUPPORT remembered as a blessing.” Claire Robbins Memorial Scholarship Philanthropic Fund for New Haven CONGREGATION BETH-EL, Õ`vÀÌ iLiiwÌv âÀ>ƂV>`iÞ Hebrew Day School FAIRFIELD Francis Shield Fund + Shirley and Morris Trachten Fund for i`>>ÞÕ`vÀÌ iLiiwÌv Rose and Hy Slifer Ezra Academy Israel Jewish Education + Ezra Academy, the Jewish High School Trip Fund in honor of FUNDS TO SUPPORT THE JEWISH of Connecticut, and Congregation Judy Cooper HIGH SCHOOL OF CONNECTICUT Beth-El + Shirley and Morris Trachten Fund for Lucille and Arnold Alderman Fund FUNDS TO SUPPORT Jewish Education + for Scholarships for the Jewish High CONGREGATION Beverly Zerwitz Zlotoff Scholarship Fund School of Connecticut BETH EL-KESER ISRAEL, vÀÌ iLiiwÌv âÀ>ƂV>`iÞ i`>>ÞÕ`vÀÌ iLiiwÌv NEW HAVEN FUNDS TO SUPPORT SOUTHERN Ezra Academy, the Jewish High School Beth El Keser Israel Cemetery Association Fund * NEW FUND 2016 CONNECTICUT HEBREW of Connecticut and Congregation ACADEMY (NEW HAVEN HEBREW Beth-El + Eric I.B. Beller Environment `ÜiÌÕ`vÀÌ iLiiwÌv DAY SCHOOL) FUNDS TO SUPPORT THE HEBREW Congregation BEKI CREATE A LEGACY Beckerman Family Supporting HIGH SCHOOL OF NEW ENGLAND The Borick Family Endowment for FOR WHAT IS IMPORTANT Foundation, Inc. Endowment and Benjamin & Freda Cohen Memorial Education Fund for the New Haven Special Education for Youth at BEKI TO YOU Fund for Hebrew High School of Hebrew Day School New England Congregation Beth El-Keser Israel Religious School Endowment Fund Henry & Marion Bixon Fund + Vivian & Nathan Fink Scholarship Ruth and Jerome Gross Fund for the Hebrew High School of Diana Friedman Opton Fund for the LiiwÌv Memorial Fund New England Komisar Family Fund + Hebrew High School of New Haven

JEWISH FOUNDATION OF 30 GREATER NEW HAVEN Tillie Dworski Horwitz & Edward iÀ}i°Ei> °*ÃiiÀ ƂÃÌÀÛi>Þ `ÜiÌÕ` Horwitz Endowment Fund for the iÀ>Õ`³ iÀÞv- iÀÜ ° Õ>` LiiwÌv iÀ}i°Ei> °*ÃiiÀ >ÀÀi>` À> ÌÜÕ` `Ü ÀÌ iÀÃ iÀ>Õ`vÀ Endowment Fund for the Jewish }Ài}>Ì ½>>VL Ì iLiiwÌv iÌ iÃiÀÃÀ>i `ÕV>Ìv iÌ iÃiÀÃÀ>i9ÕÌ Endowment Fund "ÃV>ÀEÀ>>LÕÀ}iÀ iÀ> i> °*ÃiiÀE iÌÌÞ °` Ý iÀ>Õ` Endowment Fund for iÀ>Õ`vÀÌ iLiiwÌv vÀÌ iLiiwÌv }Ài}>Ì }Ài}>Ì }Ài}>Ì iÌ iÃiÀÃÀ>i ½>>VL / ii}>VÞ½V >ÞÕ`vÀ -ÃÌiÀ `]iÃÌ>LÃ i`LÞ ,ÃÞiÀiÀÕìÀÞv }Ài}>Ì iÀ}i°*ÃiiÀ Ü>ÀìÀiÀvÀÌ iLiiwÌv ƂÀ >Ì >iÛi iÀ>Õ`vÀ iÀ}i°*ÃiiÀ>Þ iÀ> }Ài}>Ì ½>>VL Ì i ÌÕÌÞv }Ài}>Ì ] 9««ÕÀ Ài>v>ÃÌÕ`>Ì ->Õi>`,Ãi iÀÀ>Õ`vÀÌ i iÃÌ>LÃ i`LÞ Ã«>ÀiÌÃ] >>` }Ài}>Ì iÌ iÃiÀÃÀ>i] LiiwÌv }Ài}>Ì ½>>VL] -ìÞiÛi iÃÌ>LÃ i`LÞiÀ}i°*ÃiiÀ "ÀV >À`-ÌÀiiÌ- Õ]iÜÃ >Þ iÃÃiE >ÝiÛi `Ài½Ã LiÃÃiìÀÞv ÃÜvi] -iÀÛVi]Ì iiÜÃ iìÀ>Ìv ] Õ`vÀ }Ài}>Ì «>ÀiÌÃ]vÕÀÃÃÌiÀÃ]LÀÌ iÀ]>` Ƃ ]>`Ì iiÜÃ iiÌiÀÞ ÌÜ«ÀiVÕÃÃÃ David & Lillian Levine Endowment ƂÃÃV>Ìv ®³ vÀ*i«iÜÌ -«iV> ii`Ã>Ì iÀ}i°*iÃiÀ>`>>`1Ìi` >iÃ °E*>ÌÀV>- ÕÀiÕ`vÀÌ i }Ài}>Ì -Þ>}}Õi9ÕÌ Õ` LiiwÌv }Ài}>Ì ½>>VL ,>LL ÕÀÀ>ÞiÛi >ÀÌ>Li ,ÃiÀ>Ìâ>ÞLÀ>ÀÞ `ÜiÌ Ài`7>ÌÃÞ/Õ">Õ` Gift Annuities Õ`vÀÌ iLiiwÌv vÀÌ iLiiwÌv }Ài}>Ì iE,ÕÌ >ÀÃÕ`vÀ ÀÛ}-Õ`vÀ ½>>VL >`ÞÃ,°«Õ`vÀÌ i >ÌÃ iÛ>>LÜi-ÌÕ`vÀÌ i FUNDS TO SUPPORT }Ài}>Ì iLÀiÜ-V -Õ««ÀÌviÜÃ vi>Ì CONGREGATION BETH SHALOM iÃÌiÀ °E iÀVi° >À}ÃÕ`vÀ > iÃ/ÃiÕ`vÀ9ÕÌ >Ì RODFE ZEDEK, CHESTER Ì iLiiwÌv }Ài}>Ì ÀiÌ> `ÕV>ÌÕ`vÀ >ÀÛ ÃÃ>Õ`vÀ / i > iÃ/ÃiÕ`vÀ }Ài}>Ì iÌ }Ài}>Ì `Ã>Ì >«,>> I - >,`viÀ>"««i iÕ`vÀ /Û> iÃ/ÃiÕ`vÀƂ> }Ài}>Ì iÌ - >,`viVÀi` ÕÃV>Ì 7iv>Ài>Ì >`ÃÀ>i >«Ì>Õ` }Ài}>Ì iÌ - >,`viÞ iÀ>Õ`vÀ FUNDS TO SUPPORT iiÌiÀÞ `ÜiÌÕ` }Ài}>Ì iÌ iÃiÀÃÀ>i] CONGREGATION iÃÌ>LÃ i`LÞiÀ}i°*ÃiiÀ B’NAI JACOB, WOODBRIDGE }Ài}>Ì iÌ - >,`viÀiÌÃ] Lucille and Arnold Alderman Fund for Endowment Fund vÕÀÃÃÌiÀÃ]LÀÌ iÀ]>`ÌÜ Ì iLiiwÌv }Ài}>Ì À> ° iviÀÀi` >ÀÌ>Li «ÀiVÕÃÃÃ ½>>VL vÌƂÕÌÞ

JEWISH FOUNDATION OF GREATER NEW HAVEN 31 DESIGNATED ENDOWMENT FUNDS, CONT.

>ÞÕ`vÀÌ iLiiwÌv Scholarship Fund -iÀÛVi]Ì iiÜÃ i`iÀ>Ìv ] Congregation Beth Shalom Robert N. & Goldythe B. Langerman Ƃ ]>`Ì iiÜÃ iiÌiÀÞ Rodfe Zedek Intermarriage Fund at Mishkan Israel Association of GNH) Karen Horowitz Deferred Charitable Þ`> °iÛiÕ`vÀÌ iLiiwÌv FUNDS TO SUPPORT Gift Annuity Congregation Mishkan Israel and the TEMPLE BETH DAVID, CHESHIRE Jewish Federation Endowment Fund Jewish Community Center + Falit Family Fund in honor of vÀÌ iLiiwÌv }Ài}>Ì iÌ Postman Memorial Fund Bar Mitzvah of Joseph E. Falit for Shalom Rodfe Zedek Norman and Harriet Rashba Charitable Scholarships for Temple Beth Sheldon Kutnick Visiting Scholar Gift Annuity + David Youth Fund for Congregation Beth Shalom Gale & Michael Silverberg fund for the Temple Beth David Endowment Fund Rodfe Zedek LiiwÌvÌ i,>LL½Ã `ÜiÌ Temple Beth David Jaffe Capital FUNDS TO SUPPORT Fund at Congregation Mishkan Israel Construction Endowment CONGREGATION ->Àâ>ÞÕ`vÀÌ iLiiwÌv Temple Beth David Philanthropic Fund Ì i,>LL½Ã `ÜiÌÕ`>Ì MISHKAN ISRAEL, HAMDEN Temple Beth David Holocaust Phyllis Bausher Charitable Gift Congregation Mishkan Israel Memorial Fund 7iÃL>ÀÌ>ÞÕ`vÀÌ iLiiwÌv ƂÕÌÞvÀÌ iLiiwÌviÜÃ Temple Beth David Memorial Fund Congregation Mishkan Israel Family Service and Congregation Temple Beth David Sommers Fund Mishkan Israel) FUNDS TO Temple Beth David Vallone Beckerman Family Supporting SUPPORT CONGREGATION Youth Fund Foundation Endowment Fund for the OR SHALOM, ORANGE LiiwÌv }Ài}>Ì FUND TO SUPPORT TEMPLE BETH Bloch Family Fund for Support of TIKVAH, MADISON Mishkan Israel Israel Travel by Congregation Or V>ÞÕ`vÀÌ iLiiwÌv Donald A. Berkowitz Memorial Fund + Shalom Youth + Temple Beth Tikvah Herbert Brockman Rabbinic >V Û>ÃÕ`vÀÌ iLiiwÌvÌ i Endowment Fund Rabbi Alvin Wainhaus Discretionary Wendy Gross Endowment Fund for Congregation Mishkan Israel Fund at Congregation Or Shalom Temple Beth Tikvah* * NEW FUND 2016 Endowment Fund >À°ÌÃÞÕ`vÀÌ iLiiwÌv Temple Beth Tikvah Cemetery Fund* Arthur & Yvette Eder Fund for Congregation Or Shalom Temple Beth Tikvah Endowment Fund Ì iLiiwÌv }Ài}>Ì CREATE A LEGACY Congregation Or Shalom FUND TO SUPPORT BETH ISRAEL Mishkan Israel Endowment Fund SYNAGOGUE (WALLINGFORD) FOR WHAT IS IMPORTANT Rose B. and Barbara Gingold Fund + FUNDS TO SUPPORT ORCHARD Beth Israel Synagogue (Wallingford) Stephen & Sally Glick Fund for TO YOU STREET SHUL, NEW HAVEN Endowment Fund for Development Ì iLiiwÌv }Ài}>Ì Mishkan Israel Orchard Street Shul Endowment FUNDS TO SUPPORT TEMPLE EMANUEL Nathan and Hilda Kaminsky Samuel and Rose Merriam Fund (for the LiiwÌv }Ài}>Ì ½>>VL] Mishkan Israel Religious School Temple Emanuel Endowment "ÀV >À`-ÌÀiiÌ- Õ]iÜÃ >Þ

JEWISH FOUNDATION OF 32 GREATER NEW HAVEN FUNDS TO SUPPORT WESTVILLE Bertha Konowitz Scholarship Fund for Hyla and Barry Vine Fund for SYNAGOGUE, NEW HAVEN Camp Laurelwood JCC Camp >Þ>Ìâ iÀ>Õ`vÀÌ iLiiwÌ Robert N. & Goldythe B. Langerman FUND TO SUPPORT CAMP GAN of Westville Synagogue Fund for Camp Laurelwood ISRAEL AT NEW HAVEN HEBREW Marcia & Stanley F. Reiter Fund for Scholarships DAY SCHOOL Westville Synagogue Camp Laurelwood Community One Lucille and Arnold Alderman Mark & Heni Schwartz Family Fund for Event Fund Camp Fund + Jewish Family Service, Westville Camp Laurelwood Endowment Fund Synagogue, and Jewish Education* + Lester E. & Bernice L. Margolis Fund for FUND TO SUPPORT CAMP RAMAH Westville Synagogue Endowment Fund* Ì iLiiwÌv >«>ÕÀiÜ` George G. & Leah E. Posener Fund for Tikvah Program for Special Education FUNDS TO SUPPORT YOUNG Michael Shiner Endowment Fund in iÀÞvÌ iLiiwÌv Needs at Camp Ramah ISRAEL OF NEW HAVEN Camp Laurelwood Benjamin & Freda Cohen Memorial Fund FUNDS TO SUPPORT THE for Young Israel of New Haven Herbert B. and Lillian Wolfson 2005 NEW HAVEN REGISTER FRESH AIR Charitable Lead Trust + FUND CAMP Komisar Family Fund FUNDS TO SUPPORT THE Lucille and Arnold Alderman FUNDS TO SUPPORT JCC DAY CAMP Camp Fund + JEWISH CAMPING Lucille and Arnold Alderman Beckerman Family Supporting Camp Fund + Foundation Camping Experience FUNDS TO SUPPORT CAMP `ÜiÌÕ`vÀÌ iLiiwÌv Beckerman Family Supporting LAURELWOOD Camp Laurelwood, JCC Day Camp and Foundation Camping Experience Fresh Air Fund + Lucille and Arnold Alderman `ÜiÌÕ`vÀÌ iLiiwÌv Camp Fund + Camp Laurelwood, JCC Day Camp FUNDS TO SUPPORT THE JEWISH Beckerman Family Supporting and Fresh Air Fund + HISTORICAL SOCIETY OF Foundation Camping Experience Irma K. & Alvin L. Evans Jewish GREATER NEW HAVEN `ÜiÌÕ`vÀÌ iLiiwÌv Community Center Camp Jewish Historical Society of Greater New Camp Laurelwood, JCC Day Camp Scholarship Fund Haven Endowment Fund, established and Fresh Air Fund + Peter C. Hereld Memorial Endowment by Distinguished Members of the Dr. Milton Godfried Camp Laurelwood for the JCC Camp* Jewish Historical Society; Lucille Health Service Fund in memory of his Alderman; Herbert D. Setlow; Dr. Barry loving wife, Gladys F. Herman in memory of Louis and Dr. Milton Godfried Fund for Camp Helen Herman and Lawrence S. Hirsch Laurelwood Scholarships Fund in memory of his loving wife, Gladys Richard D. & Roberta D. Grossman Camp Laurelwood Scholarship Endowment*

JEWISH FOUNDATION OF GREATER NEW HAVEN 33 DESIGNATED ENDOWMENT FUNDS, CONT.

Jewish Historical Society FUND TO SUPPORT HEBREW Sidney and Arthur Eder Fund for the Philanthropic Fund LOAN ASSOCIATION LiiwÌvÌ iƂÀÌÃ ÕVvÀi>ÌiÀ George G. and Leah E. Posener Hebrew Burial and Free Loan New Haven Memorial Fund + Association Fund FUNDS TO SUPPORT THE ARTS AT FUNDS TO SUPPORT FUND TO SUPPORT NEW HAVEN LOCAL JEWISH AGENCIES AND JEWISH CEMETERIES BETH ISRAEL (ORCHARD STREET SYNAGOGUES ARE LISTED UNDER Auxiliary of the Jewish Home for the SHUL) CEMETERY THOSE ORGANIZATIONS Ƃ}i` `ÜiÌvÀÌ iLiiwÌv New Haven Beth Israel Cemetery FUNDS TO SUPPORT THE the Jewish Cemetery Association Association Fund BOY SCOUTS Beth El-Keser Israel Cemetery FUNDS TO SUPPORT THE ADL Lucille & Arnold Association Fund* Lucille and Arnold Alderman Fund for Alderman Fund + Hebrew Burial & Free Loan Association Ì iLiiwÌvÌ iƂ David Silver Family Fund for support of of Greater New Haven Fund Beckerman Family Endowment Fund Boy Scouts of America Lucille & Arnold Alderman Fund for vÀÌ iLiiwÌvÌ i iVÌVÕÌ /À«{£ Þ-VÕÌÃv Ì iLiiwÌvÌ iiÜÃ iiÌiÀÞ Anti-Defamation League America Fund Association of Greater New Haven Sidney & Arthur Eder Fund for the Jewish Cemetery Association of Greater FUNDS TO SUPPORT THE LiiwÌvÌ i iVÌVÕÌƂÌ UNITED WAY New Haven Endowment Fund Defamation League À}>Õ`vÀÌ iLiiwÌ Donald A. Berkowitz Memorial Fund + Samuel and Rose Merriam Fund (for the Komisar Family Fund + of the Jewish Cemetery Association of LiiwÌv }Ài}>Ì ½>>VL] Greater New Haven "ÀV >À`-ÌÀiiÌ- Õ]iÜÃ >Þ FUNDS TO SUPPORT MEDICAL Samuel and Rose Merriam Fund (for the -iÀÛVi]Ì iiÜÃ i`iÀ>Ìv RESEARCH AND HOSPITALS IN LiiwÌv }Ài}>Ì ½>>VL] ]Ƃ ]>`Ì iiÜÃ iiÌiÀÞ THE UNITED STATES "ÀV >À`-ÌÀiiÌ- Õ]iÜÃ >Þ Association of GNH) + Lucille and Arnold Alderman Fund -iÀÛVi]Ì iiÜÃ i`iÀ>Ìv ] Stephen L. Saltzman Fund for the ÌLiiwÌ/ iiÕi>EÞ« > Ƃ ]>`Ì iiÜÃ iiÌiÀÞ support of the ADL Holocaust Society of America Hospital of St. * NEW FUND 2016 Association of GNH) + Education Program Raphael fbo of Father Michael J. New Haven Beth Israel Cemetery VÛiÞ iÌiÀvÀ >ViÀ >Ài] Association Fund FUNDS TO SUPPORT THE ARTS and Yale New Haven Hospital for the CREATE A LEGACY ->Ìâ>>ÞÕ`vÀÌ iLiiwÌv Cecle Adler Music Scholarship Fund LiiwÌv*i`>ÌÀVi>Ì}Þ® FOR WHAT IS IMPORTANT the Jewish Cemetery Association of Beckerman Family Endowment for the Lucille and Arnold Alderman Fund TO YOU Greater New Haven Shubert Theater vÀÌ iLiiwÌv-ÃÌiÀƂ6À}i James M. Shure Family Endowment for Emily Fine & Stephen Stein Fund for ÀiÃi>Ì iÌiÀ>Ì-Ì°,>« >i½Ã the Jewish Cemetery Association of Musical Enrichment in the Jewish Hospital Greater New Haven Community in memory of Irving Fine 7Ài½Ã ÀVi À>V £ä Endowment Fund

JEWISH FOUNDATION OF 34 GREATER NEW HAVEN Henry and Marion Bixon Fund (to Hinda and Alan Massey Mitzvah Fund FUNDS TO SUPPORT ISRAELI support Children’s Hospita—Yale George G. and Leah E. Posener ORGANIZATIONS New Haven Hospital) iÀ>Õ`ÌLiiwÌ9>i ] Rose B. and Barbara Gingold Fund (to FUNDS TO SUPPORT iVÌVÕÌÀii>ÃÃÕ`>Ì] LiiwÌÌ iƂiÀV>Ài`ÃvÌ i COMMUNITY AWARDS vÀ`Ã«Ì>]>`/i«i iÌ ® 7iâ>ÃÌÌÕÌiv-ViVi]Ì i Murray Gallant Memorial Scholarship iÀLiÀÌ-iÌÜÕ`vÀÌ iLiiwÌ ƂiÀV>Ài`ÃvÌ i/iV Fund for Professional Development of B’nai B’rith Housing ÃÌÌÕÌi]>`Ì iƂiÀV>Ài`Ãv Sydney A. Perry Fund for Jewish Seymour Yudkin Fund for the Int’l Hebrew University) + Learning and Leadership* Rescue Committee iÀÞ>` >À ÝÕ`ÌLiiwÌ Robert R. Eisner Award Fund >À>Ý7iÝiÀ >ÀÌ>LivÌ Hadassah Medical Organization) + Yitzhak Rabin Fund for Peace and Annuity to support Hadessah Edna Zusman & Zelda Kroogman Fund Human Relations FUNDS TO SUPPORT ISRAEL vÀƂiÀV>Ài`ÃvÌ i7iâ> OTHER FUNDS / iÃÀ>i `ÜiÌÕ` Institute of Science Lucille and Arnold Alderman Fund (to Earl & Muriel Banquer Charitable /Û> iÃ/ÃiÕ`vÀƂ> LiiwÌÌ i/ i7À`7`viÕ`] Gift Annuities 7iv>Ài>Ì >`ÃÀ>i³ / i7`vi ÃiÀÛ>Ì-ViÌÞ]>` FUNDS TO SUPPORT YOUTH - ÀiÞE ÀÀÃ/À>V ÌiÕ`vÀÌ i the Peabody Museum of Natural PROGRAMS AND TRAVEL Medical Research + History at Yale University) + IN ISRAEL FUND TO SUPPORT Lucille and Arnold Alderman Fund Birthright Israel Endowment Fund UCONN HILLEL vÀÌ iLiiwÌvÌ iƂÕÃV ÜÌâ Bloch Family Fund for Support of Israel UConn Hillel Endowment Fund Jewish Center /À>ÛiLÞ }Ài}>Ì"À Lucille and Arnold Alderman Fund for Shalom Youth + Ì iLiiwÌv vvÀ` iiÀÃ V Department of Jewish Education Lucille and Arnold Alderman Fund for / -*À}À>Õ` Ì iLiiwÌv Ƃ*I Esther Gold Milikowsky-Copelon Fund Lucille and Arnold Alderman Fund for in memory of Matthew Milikowsky for Planned Parenthood /ii/À>ÛiÌÃÀ>i Daughters of 1853 Nursing Marvin S. Pisetsky Israel Scholarship Scholarship Fund Endowment Fund Sidney and Arthur Eder Fund for the Arthur Spiegel Israel Scholarship Fund LiiwÌvÕÛii >LiÌiÃ,iÃi>ÀV >ÜÀiViEÀiVi7iÀÃÀ>i Fund International Scholarship Fund Û>ÀiÀÕ`vÀÌ iLiiwÌvÌ i FUNDS TO SUPPORT U.S. Holocaust Memorial Museum SCHOLARSHIPS Ã>À>ÞÕ`ÌLiiwÌ1v Stuart J. Drell Scholarship Fund * Orthodox Congregations and Kosher Emma Kohn Podoloff Scholarship of the Kitchen at Yale University) + GNH Section of the National Council of iÜÃ 7i

JEWISH FOUNDATION OF GREATER NEW HAVEN 35 UNRESTRICTED FUNDS

Ades Family Fund The Eckhardt Family Fund in Memory of Hoos Family Fund Doris Alpert Memorial Fund Ann and Samuel Eckhardt Doris & Paul Isacoff Fund Alpha Omega Dental Society Fund Arthur and Yvette Eder Endowment Fund Florence Isenberg Unrestricted Fund Gertrude Amidai Fund Marvin Eisenberg Memorial Fund Theodore Janos Memorial Fund Anonymous Audrey Eisenstadt Memorial Fund Jordan Joseph Simcha Fund Ruthann Beckerman Special Betty A. Ellis Memorial Fund Eva Katzman Memorial Fund Birthday Fund The Fearer Family Fund Louis and Beatrice Kaye Stanley and Lillian Bergman Fund The Carl and Joyce Feen Family Fund Unrestricted Fund “Whoever practices charity and Stanley Berwald Fund John and Rose Fox Memorial Fund Frank Kellert Fund ÕÃÌViwÃÌ iÜÀ`ÜÌ Betty Lou and Joseph Blumberg Lewis L. and Elaine L. Friedland Fund Dr. Robert Kinstlinger Birthday Fund 50th Anniversary Fund Blanche Friedman Memorial Fund Esther G. Koletsky Memorial Fund Û}`iÃÃ°» Dr. Edward J. and Adele C. In Memory of Murray Gallant Jack Konowitz Memorial Fund Blumenthal Fund Suzanne and Murray Gallant Simcha Fund Harry W. and Charlotte Labov Fund p />Õ`-Õ> { Marjorie and Norman Botwinik Fund Bane and Bertha Gallin Fund Helaine Lender Milestone Jerry Braun Memorial Fund Lillian Gandelman Endowment Fund Birthday Fund Bernard and Bella Braverman Fund Herbert I. Geisinger Fund Arnold and Celia Lerner Fund Bernard Brody Memorial Fund Carl Gesund Memorial Fund Morris Levitin Memorial Fund Milton I. and Patricia S. Caplan Rose Gingold Memorial Fund Martha Libby Memorial Fund Unrestricted Fund In Memory of George A. Ruth and Theodore Lidz Fund Ruth Caplan Special Birthday Fund and Mattie L. Ginsburg Leo Links Memorial Fund Catlin Foundation Herman and Bessie G. Glazer Fund Reva and Simon Liveten Fund Benjamin & Freda Cohen Memorial Fund Dr. Morris Glazer Memorial Fund Janet and Dennis Magid Memorial Fund for the Jewish Foundation of GNH Lindy Lee Gold Fund for their Parents In Memory of Steven L. Cohen by his Rita Greenberg Gold Birthday Fund J. & R. Malach Holocaust parents, Jack D. and Miriam C. Cohen Florence Bandler Goodman Memorial Fund * NEW FUND 2016 Pearl and Donald Cohen Fund Memorial Fund Ben and Ruth Marks Fund Rose R. Cohen Memorial Fund Paul and Claire Goodwin Fund Frances R. Merriam Endowment Fund Richard Cooper Fund in honor of CREATE A LEGACY Carole and Harold Greenbaum Sam and Rose Merriam Fund his 60th birthday Family Fund Ruth Novenstein Memorial Fund FOR WHAT IS IMPORTANT Coradino Holocaust Fund Alvin Greenberg Fund Berta & Lawrence Perkins TO YOU The Susan Dorfman Fund in honor Barbara Greenberg Special Endowment Fund of her recovery Birthday Fund William H. Prusoff Fund Ethel Eckhardt Fund Mildred and George Groobert Fund Francis Regelson Memorial Fund The Harvey Eckhardt Family Fund in Elizabeth Hamburger Memorial Fund Carol Robbins Milestone Birthday Fund Memory of Nathan and Ida Eckhardt Rita and Herbert Hershenson Fund Dr. Frederick L. Sachs Memorial Fund

JEWISH FOUNDATION OF 36 GREATER NEW HAVEN Leah Sachs Memorial Fund Marion C. Stein Unrestricted Fund Louis Sachs Memorial Fund David and Hannah Surasky Fund Beatrice Sakowitz Fund The Teplitzky Family Young Sidney and Betsy Savelle Leadership Fund Endowment Fund Lilyan and Maurice Ullman Fund Gloria Schaffer Endowment Fund Barry and Hyla Vine Family Scheps Family Simcha Fund Endowment Fund Shirley F. Scholder Endowment Fund Vlock Family Foundation Kurt, Trude and Peter A. Schreiber Mary Lou and Edward Winnick Memorial Fund Endowment Fund Barnett & Ida Senderoff Memorial Fund Seymour Yudkin Memorial Fund Mark and Deborah Sessel Young Leadership Award Fund The Seton Tzedakah Fund Leonard Shechtman Memorial Fund established by his wife, Karen Stelzer Shechtman Cecile and Richard Sheramy Fund Susan Fromm Shimelman Fund Hahn Silberberg Family Fund Sidney S. and Marion B. Silverberg Memorial Fund Lois Roth Smirnoff 80th Birthday Fund Nathan Sosensky Memorial Fund Stanger Colodner Family Fund Louis G. Stein Memorial Fund Shirley Steinman Memorial Fund Adolph, Ruth & Elizabeth Stelzer Memorial Fund, established by their daughter, Karen Stelzer Shechtman Leonard Shechtman Memorial Fund established by his wife, Karen Stelzer Shechtman Daniel I Rose Sinder Unrestricted Fund Daniel and Rose Smolen Unrestricted Fund

JEWISH FOUNDATION OF GREATER NEW HAVEN 37 TEMPLE BETH DAVID MERGES THE PAST INTO THE PRESENT

Thanks in part to a major Community Grant from The Jewish Foundation, Temple Beth David in Cheshire has been able to restore and redesign their historic sanctuary.

Founded in 1968, Temple Beth David (TBD) is a reform congregation of 200- plus families. Originally constructed in 1834 as a Methodist Church, services were held inside this red brick building situated at the corner of Spring and South Main Streets in Cheshire, CT. During the 1980s, a white post- “TBD now has a breathtaking, `iÀ>``ÌÜ>ÃVÃÌÀÕVÌi`Ì ÕÃivwViÃ]LLÞ>` spiritual space that welcomes a social hall. long-time members and newcomers. “TBD prides itself on the community we have created and the relationships we form,” says current Board President Kim Math. Present-day community members realized that celebrating — TBD Board President important lifecycle events while seated in “forward-facing, Kim Math straight-backed chairs,” in a space without a center aisle or handicapped facilities posed challenges.

About three years ago, a committee was created to raise the Community Grant enabled us to get a good jump start. funds and set design goals. Math recalls one key question Without it, I don’t think there would have been a guiding the committee’s process: ”What did we want out of push forward.” our prayer experience?” “The total grant amount was $50K; $100K raised through Fundraising efforts began as collaboration between our fundraiser and we’re actively raising the last $70-80K by philanthropic congregants, who spearheaded a matching High our end goal of 2017”, shares Josh Kamp, TBD’s 1st Vice Holiday donation drive and the Jewish Foundation Community President who, “took over as committee chair around 1/3 a Grant. This was representative of the impressive $2.4 million way through”. Kamp heaps praise upon the “seriously great Foundation dollars that went towards local Jewish organizations team effort” of his fellow committee members. “Everybody and synagogues in 2015. gave a lot a time and energy. It was exciting to witness the transformation. The end result has been great.” Math credits TBD’s former Rabbi, Josh Whinston with starting the “grant conversation” and Deb Gaudette as,”instrumental in Improvements to the sanctuary include technological upgrades securing the grant and putting together the original committee. (smart lighting, security features, live streaming), increased “Because of the scope of the project” Math explains, “and seating capacity, addition of a center aisle and a handicapped the determination to fund this project solely with donations, accessible bimah.

JEWISH FOUNDATION OF 38 GREATER NEW HAVEN “As you cross the threshold,” Math describes, “our curved pews allow us to better see those we are praying with and to feel more like a community in our worship.” Many historical elements were «ÀiÃiÀÛi`Ü`yÀL>À`Ã®]ÀiV>Ìi` À}>«iÜÌÌ iLLÞ®]Ài«ÕÀ«Ãi` >``>Ìi`ƂÕÃÌ"À}>®°

“TBD now has a breathtaking, spiritual space that welcomes long-time members and newcomers,” Math concludes. “We have already seen the sanctuary used for weddings, and look forward to celebrating many more life cycle and worship events in the years to come. We take ownership in the project by funding it solely through donations and the Community Grant.”

JEWISH FOUNDATION OF GREATER NEW HAVEN 39 WOMEN OF VISION AND WOMEN OF VISION TOO

The Women of Vision Society was WOMEN OF VISION Linda Friedman Cole In tribute to the memory of my brother, created in 1996 in order to ensure Anonymous Harriet Cooper Dr. Edward Goodruff Steinlauf, Elaine Ades Joanna Cooper by Heidi Hurwitz that a permanent, restricted Cecle Adler Esther M. Copelon Carole Greenbaum endowment fund would forever be Lucille Alderman Judy Diamondstein Barbara Greenberg available to enhance the quality of life Darcy McGraw Altman Ann Drobnis In honor of Barbara Greenberg, a real Woman of Vision by for Jewish women and their families Mira Arbonies Elizabeth Edelglass Sara Ann Auerbach Eileen Eder Ruthann Beckerman in Greater New Haven. One hundred Judith August Yvette Eder Evelyn Greenblatt women contributed $1,000 each to Joan Bailey Jody Ellant Doris Greenberg establish the original endowment, Debbie Brander Barbieri Arlene Elovich Marjorie Greenblatt Ruth Greenblatt from which grants have been made Betsy Barnston In honor of my granddaughter, Chana Baron Danielle Epstein, by Nancy Cohen Rena Grodd annually since 1998. The Women Judith Barr Debra Epstein Velma Grodd of Vision Society Too initiative was Jennifer Bayer In honor of my granddaughter, Roberta Grossman launched in 2002 to allow additional Ruthann Beckerman Jill Epstein, by Nancy Cohen Taube Gurland Linda Cohen Epstein Judi Hahn members of the community the Abby Bench Sharon Bender Ruth Fagen Lisa Harding opportunity to help increase the Barbara Berg Susan Birke-Fiedler Lauren Hass monies available for grants that Ina Berson Emily Fine Ronda Hendel support scholarships for Jewish Civianne Bloch Marilyn Fishbone Rita Hershenson Betsy Gandelman Fiske Claudia Heyman women to study in Israel or do Sarah Blum Marjorie Botwinik Betsy Flaherty >ÀÀiÀÃ wi` graduate work in a Jewish-related Elaine Braffman Joanne Foodim Gloria Hoder subject, speakers for Jewish women’s Betsy Adler Brauer Nancy Frydman Betsy Hoos* programming, and projects of concern Charlotte Brenner* Suzanne Gallant Jennifer Rachel Hoos Phyllis Brodoff Lillian Gandelman Michele Faye Hoos to the Jewish home and family. Since Susan Buxbaum Dorothy Giannini-Meyers Stephanie Hyla Hoos 1998, over $129,000 in grants has Laura Campbell Pat Ginsberg Miriam Horowitz been distributed. Linda Cedarbaum Bess Glazer Dale Hurwitz Elaine Chapman Miriam Glenn Teddy Hurwitz Roslyn Chosak Eve Gold Dorothy Hyatt Roxanne Coady Lindy Gold Lisa Kapp * DESIGNATES A WOMAN WHO Nancy Cohen Bonnie K. Goldberg Iny Karp HAS MADE AN ADDITIONAL Linda Cohen In honor of my mother, Bernice Michel Barbara Katz COMMITMENT TO THE ENDOWMENT Goldberg, by Hyla G. Vine Marni Smith Katz

JEWISH FOUNDATION OF 40 GREATER NEW HAVEN 2016 WOMEN OF VISION SOCIETY GRANT RECIPIENTS

Beit Ruth INTEGRATED ACADEMIC & THERAPEUTIC PROGRAMMING FOR AT-RISK TEEN GIRLS PROJECT Will ensure that at-risk girls in Israel are removed from the streets and given the opportunity to thrive socially, psychologically, and academically, breaking the cycle of disadvantage for themselves and future generations of children in Israel.

Emunah Israel L’DOR V DOR: MOTHER/DAUGHTER WORKSHOP. BRIDGING THE GAP BEWTEEN AT-RISK WOMEN AND THEIR MOTHERS Will bridge the gap between young at-risk women in residential therapeutic care and their mothers.

Ezra Academy ROSH HODESH: IT’S A GIRL THING čÃÕ««iiÌ>ÀÞ«À}À>vÀÇÌ >`nÌ }À>`i}ÀÃ>Ì âÀ>čV>`iÞ° iÃ}i`LÞ Û}/À>`ÌÃ>`wi`ÌiÃÌi`] Rosh Hodesh runs as a mentor-led group that creates a safe, supported and guided environment for girls to openly explore the fundamental questions of their identity.

JCC of Greater New Haven WOMEN’S JEWISH BOOK CLUBS AND AUTHOR TALKS Partnership program for JCC, Federation and Foundation women’s groups to attend Jewish women’s book groups and Author talks. This program will forge a programmatic bridge across agencies.

Jewish Family Service BREAK THE CYCLE: PREPARE FOR THE FUTURE Jewish Family Service will work with area Jewish teenagers to educate them about dating, domestic violence and healthy relationships, now and in the future.

Jewish Federation of Greater New Haven NEW ACCULTURATION PROGRAM For new and existing programs that support the women in our community from the former Soviet Union who are now building connections to Judaism and greater integration into American society.

Rabbi Rona Shapiro SHALOM HARTMAN RABBINIC LEADERSHIP INSTITUTE *ÀiÃÌ}ÕÃ,>LLVi>ìÀÃ «ÃÌÌÕÌiÌ >ÌVÕìÃ>`Û>Viì>À}°1«ÀiÌÕÀÌ iVÕÌÞÜLiiwÌvÀ teaching, study, and collaborative engagement.

The Jewish Agency for Israel ALMA PRE-ARMY ACADEMY FOR WOMEN’S LEADERSHIP Prepares young women from socially and economically marginalized Israeli communities for meaningful military service.

JEWISH FOUNDATION OF GREATER NEW HAVEN 41 WOMEN OF VISION AND WOMEN OF VISION TOO, CONT.

Carol Kaufman Darcy Marks Jane Rudner Susan Kaufman Mary Mathog Ruth Sachs Rosalyn Kaye Rebecca Meyer Gloria Sack Sandy Kerzner Roslyn Meyer Mary Beth Saltzman Danielle Kinstlinger Barbara Jean Miller Emily Sandberg Elaine Klein Harriett Miller Betsy Savelle Judy Kleinstein Sandra Milles Ellen Scalettar Caryl Kligfeld Susan Naiman Lorrie Schaefer In loving memory of Florence Ratner Ann Nishball Gloria Schaffer Klugman by her daughter, Barbara Green Orell Enid Scheps* Marilyn Fishbone Ruth Ostfeld Shirley Scholder In loving memory of Bertha Konowitz by Debra Reiter Panitch Lynne Schpero her son, Ed Konowitz Melissa Perkal Cheryl Schwartz Alison Kogan Danya Perry Dana Schwartz Nurit Kohl Sarah Perry Heni Schwartz Jackie Koral Sydney A. Perry Judith Schwartz Robin Kramer Madeline Potash Marlene Schweitzer Evelyn Krevolin* Jo-Ann Price Barbara Segaloff Shirley Kroopnick Rachel Ranis Jodi Seidner Elaine Lawson Hyla Raphael Cis Serling Cindy Leffell In loving memory of Yetta Waldman Deborah Sessel * DESIGNATES A WOMAN WHO Helaine Lender Ratner by her granddaugher, Holli Shanbrom Roslyn Lerner Marilyn Fishbone HAS MADE AN ADDITIONAL Harriet Shapiro Diane Levey Marcia Reiter COMMITMENT TO THE ENDOWMENT Phyliss Shapiro Lydia Levine Lillian Resnik Jane Webber Shernow Betty Levy Carol Robbins Pattie Shure Beverly Levy Patricia Rogovin Meryl Silver Perri Levy CREATE A LEGACY Lynda Rosenfeld Ina Silverman Barbara Lichtman Û}iÀÞv >ÀÞ,Ãiwi` Carol Sirot FOR WHAT IS IMPORTANT Roberta Litvinoff by her daughter, Andrea and Judy Sklarz TO YOU Jan Magid Ed Konowitz Judy Skolnick* Amy Margolis In honor of my granddaughter, Susan Skope Bernice Margolis Samara Rozen, by Nancy Cohen Lois Smirnoff Joan Glazer Margolis Stacey Cohen Rozen Lois Spivack Marilyn Margolis Diane Daskel Ruben Lisa Stanger*

JEWISH FOUNDATION OF 42 GREATER NEW HAVEN In tribute to the memory of my brother, In honor of my daughter, Ilana Michel Barbara Wareck Dr. Edward Goodruff Steinlauf by Vine, by Hyla G. Vine Lillian Weinberg Marcie S. Sugarmann In loving memory of my mother-in-law, Elise Weiner Shirley Stephson Lillian E. Vine, by Hyla G. Vine Martha Sue Weisbart In loving memory of Florence Hyla G. Vine Marian Wexler Ginzberg Supowitz by her daughter, Gail Brekke Vlock Ana White Barbara Greenberg Karen Vlock Esther White Janice Sussman Laurel Vlock Mary Lou Winnick Robyn Teplitzky Sandra Vlock Liz Wolpert Doreen Testa Helen Vogel Leslie Zackin Rebecca Tishkoff Laury Alderman Walker Pearl Zale Shirley Trachten Joan Wallack Ariel Zohar Stacey Trachten In honor of my daughter, Lisa Fishbone In honor of my daughter, Glenna Jillian Wallack by Marilyn Fishbone Vine, by Hyla G. Vine

JEWISH FOUNDATION OF GREATER NEW HAVEN 43 YOUTH PHILANTHROPY

The AOK Fund Stephanie Lynn Cohen Tzedakah Fund in Jack Gordon Greenhouse Jonathan Agin Tzedakah Fund memory of Jack and Muriel Cohen Tzedakah Fund Matthew Agin Tzedakah Fund Brandon Scott Cohen Tzedakah Fund Jacob M. Guglin Tzedakah Fund Alejandro Alderman Tzedakah Fund in memory of Jack and Muriel Cohen Rebecca Hendel Build a Tzedakah Fund Nathaniel Carlos Alderman Liora Cohen-Fraade Tzedakah Fund Benjamin Hendel Build a Tzedakah Fund Tzedakah Fund Nathaniel N. Cohen-Fraade Andrew Heyman Tzedakah Fund Gabrielle Arons Tzedakah Fund Tzedakah Fund Matthew and Jenny Heyman Zachary Arons Tzedakah Fund Sophia Colodner Tzedakah Fund Tzedakah Fund Ariel Astrachan Tzedakah Fund Jeremy S. Conn Tzedakah Fund Aaron Hirsch Tzedakah Fund in honor Lital Avni-Singer Tzedakah Fund Jordan R. Conn Tzedakah Fund of his great-great-aunt, Esther Gilbert Nati Avni-Singer Tzedakah Fund Rebecca Beth Eisenberg Stephanie Hoos Tzedakah Fund Ethan Bayer Tzedakah Fund* Build a Tzedakah Fund Daniel Humphrey Tzedakah Fund Samuel Boaz Bayer Tzedakah Fund* Samuel Eisenberg Tzedakah Fund Adam Jacoby Tzedakah Fund Noah Amichai Bayer Tzedakah Fund* Andrew Felton Charitable Sarah Kahn Tzedakah Fund Tzedakah Fund Alex Bell Tzedakah Fund Eva Kerman Tzedakah Fund Lauren Elias Tzedakah Fund Jonathan Bell Tzedakah Fund Nathaniel E. Kerman Fund Yaffah Nessyah Ferber Tzedakah Fund* Jessica Sarah Bell Build a Andrew Perry Kingsley Tzedakah Fund Tzedakah Fund Jacob Daniel Feuerstein Tzedakah Fund Jacob Perry Kingsley Tzedakah Fund Heddy Ben-Atar Tzedakah Fund Joshua Thomas Feverstein David Alex Kramer Tzedakah Fund Tzedakah Fund Daniel Ben-Atar Tzedakah Fund Jessie Lynn Kramer Tzedakah Fund Scott Albert Feinberg Tzedakah Fund Amy Elizabeth Bender Tzedakah Fund Jamie Lyn Kramer Build a Elizabeth Fiedler Tzedakah Fund Joshua Ethan Benjamin Tzedakah Fund Tzedakah Fund Julie Fleischman Ryan Zitser Benjamin Tzedakah Fund Richard Kramer Tzedakah Fund Samantha Fleischman Al Berkowitz and Jack Chasnoff Mathew Kramer Tzedakah Fund Tzedakah Fund Rachel Forbes Tzedakah Fund Ilana Rachel Levine Tzedakah Fund * NEW FUND 2016 Jason Scott Bitterman Tzedakah Fund Amanda Rachel Fox Tzedakah Fund Joshua Seth Levine Tzedakah Fund Abigail Blas Tzedakah Fund Marissa L. Friedman Tzedakah Fund Sarah Lewis Bat Mitzvah Fund Stacy I. Friedman Tzedakah Fund CREATE A LEGACY Daniel Blas Tzedakah Fund Lirtzman-Sivkin Tzedakah Fund Alexa Paige Buxbaum Tzedakah Fund Eva and Miriam Gerber Tzedakah Fund Jesse Lirtzman-Sivkin FOR WHAT IS IMPORTANT Jaden Martin Buxbaum Tzedakah Fund Dana M. Furst Build a Tzedakah Fund September 11th Fund TO YOU Zachary Campbell Tzedakah Fund Jenna Goldberg Tzedakah Fund Talya Mandelkern Tzedakah Fund Children of Temple Beth David Sophia Berg Golden Tzedakah Fund Micah Margolis Tzedakah Fund Tzedakah Fund Emma Golub Tzedakah Fund The Mike Fund Samantha Sue Cohen Tzedakah Fund Rachel H. Green Tzedakah Fund Forrest Miller Tzedakah Fund Matthew Cohen Tzedakah Fund Alexander William Greenhouse Matthew Grant Olins Tzedakah Fund Tzedakah Fund

JEWISH FOUNDATION OF 44 GREATER NEW HAVEN Josh Orell Tzedakah Fund Jacob A. Stern Tzedakah Fund 2016 DISTRIBTUIONS FROM Elizabeth Jackson Perkins Miriam Stern Tzedakah Fund BUILD A TZEDAKAH/YOUTH Tzedakah Fund Elijah Labowe-Stoll Tzedakah Fund PHILANTHROPY FUNDS WENT TO: Matthew Perkins Tzedakah Fund Katya Labowe-Stoll Tzedakah Fund American Friends of Magen Nicholas Perkins Tzedakah Fund Ari Ross Sussman Fund David Adom Jim Perkins Tzedakah Fund Eve Lily Sussman Tzedakah Fund Amyothrophic Lateral Sclerosis Association Mark I. Pinkert Tzedakah Fund TACT (Teens Acting for Community) THET E JEWISHJ WI H Daniel Pinkert Build a Tzedakah Fund Tzedakah Fund Anti-Defamation League of Connecticut FOUNDATION’SO S BBUILDUILD Aaron Plotke Tzedakah Fund Raz Tal Tzedakah Fund B’nai B’rith Youth Organization Camp Bauercrest A TZEDAKAH FUND Benjamin Pollak Tzedakah Fund Jacob Teplitzky Tzedakah Fund Camp Simcha PROGRAMP OGR M Rebecca Celia Ravski Tzedakah Fund Marlee Sue Teplitzky Tzedakah Fund Ariel Rock Tzedakah Fund Molly Yael Teplitzky Tzedakah Fund Carolina Poodle Rescue Center for Jewish Life & Learning YOURY U VERYE Y OWNO N FUNDF ND David and Sonia Rosenholtz Taylor Beth Teplitzky Build a Chabad at Yale The Build a Tzedakah program allows Tzedakah Fund Tzedakah Fund young adults to engage in charitable Corey Rosenholtz Fund Max Trachten Build a Tzedakah Fund Child’s Play giving by contributing $600 from their Samuel Rosier Tzedakah Fund Perry Trachten Build a Tzedakah Fund Community Soup Kitchen bar or bat mitzvah gifts, with a match Hannah Shirley Rosner Tzedakah Fund Samantha Trachten Tzedakah Fund Ezra Academy of $400 from a community donor. With Daniel Birdwhistell Rothberg Kelly Udelsman Tzedakah Fund Hope for Paws this, the young adult now has a $1,000 Tzedakah Fund Ilana Michel Vine Build a Jewish Community Center of GNH named charitable fund at the Jewish Jason Birdwhistell Rothberg Tzedakah Fund Jewish Family Service of New Haven Foundation—he or she, or others, Philanthropic Fund Glenna Jillian Vine Build a Jewish Federation of GNH can add to the fund at any time and in Samyomi Fund Tzedakah Fund Juvenile Diabetes Research honor of special occasions—and every Jonathan Hall Schaefer Tzedakah Fund Laura Visochek Tzedakah Fund Foundation, Int’l December (Hanukkah time), he or she Let There Be Light International will be given the opportunity to choose Kaitlyn Ashley Schatz Tzedakah Fund* Allan Visochek Tzedakah Fund to which charity(ies) he or she wants Caroline Schiff Tzedakah Fund Steven Wasserman Tzedakah Fund Luria Academy of Brooklyn to make a distribution (distributions Elyse Mara Schoenfeld Tzedakah Fund Ben Watsky Tzedakah Fund Make a Wish Foundation of America are based on the Jewish Foundation’s Allison Schwartz Tzedakah Fund Rebecca E. Watsky Tzedakah Fund Mazon spending policy). Corey Schwartz Bar Mitzvah Fund Lauren Wein Tzedakah Fund Nat’l Outdoor Leadership New Israel Fund Over the past 12 years, Build a Jonathan Schwartz Build a Joni Weintraub Tzedakah Fund Tzedakah funds have distributed Tzedakah Fund Sasha Weitzman Tzedakah Fund Ronald McDonald House over $60,000 to more than 60 Devorah Leah Seidel Tzedakah Fund Jason White Tzedakah Fund Southern Connecticut Hebrew organizations! Elizabeth Skalka Tzedakah Fund Lauren Wiznia Tzedakah Fund Academy (formerly New Haven Rachel Skalka Tzedakah Fund Samuel Louis Yardeni Fund for Hebrew Day School) Shai Moshe Sokolow Silverman Special Needs Temple Beth Sholom Tzedakah Fund Michelle Zackin Build a Tzedakah Fund UCONN Hillel Jeremy Slossberg Tzedakah Fund Beverly Zlotoff Memorial Tzedakah Fund

JEWISH FOUNDATION OF GREATER NEW HAVEN 45 INVESTMENT AND MANAGEMENT* * Note, beginning in 2017, Prime Buchholz will no longer be the investment consultant for the Jewish Foundation. Following an extensive RFP process, the ASSET ALLOCATION Jewish Foundation’s Board of Trustees and Investment Committee approved / ivÕ`>ÌÜVÌÕiÌ>Ì>>`ÃV«i`]Üi`ÛiÀÃwi`«ÀÌvÌ >Ì SCS Financial as the new investment advisor. ÃÀi}Õ>ÀÞÌÀi`>`ÀiL>>Vi`°Ón°Ç«iÀViÌvÌ i«ÀÌvÃV«Ãi` INVESTMENT AND MANAGEMENT OF THE vwÝi`ViÃiVÕÀÌiÃ>`y>Ì i`}}ÛiÃÌiÌÃ°ƂÌ iÀ{Î°£«iÀViÌ VÕìÃìÃÌV>`ÌiÀ>Ì>iµÕÌÞ°/ iL>>VivÌ i>>}i`vÕ` JEWISH FOUNDATION ENDOWMENT FUNDS VÕìÃ>ÌiÀ>ÌÛi>ÃÃiÌÃÃÕV >ÃiiÀ}}>ÀiÌÃ]«ÀÛ>ÌiV>«Ì>]>`«ÕLV ÀÌ iwÃV>Þi>Ài`} iViLiÀÎ£]Óä£È]Ì ivÕ`>Ì½Ã>>}i`«ÀÌv >`«ÀÛ>ÌiÀi>>ÃÃiÌÃ]>vÜ V >ÀiV>ÀivÕÞÌÀi`]ÛiÌÌi`]>`VÌÕiÌ >`>iÞi>ÀÀ>ÌivÀiÌÕÀv{°È«iÀViÌÜÌ >wÛiÞi>ÀÀiÌÕÀvÈ°{«iÀViÌ «iÀvÀÜi°/ ivÕ`>Ì>Ã `ÃV>Ã ]viÃÕÀ>Vi]>`ÃÀ>i `Ã«i>Ãi >`>£äÞi>ÀÀiÌÕÀvÎ°«iÀViÌÃii«>}i{nvÀìÌ>i`À>ÌiÃvÀiÌÕÀ®°/ i Ãii«>}i{nvÀìÌ>Ã®° vÕ`>Ì½ÃÛiÃÌiÌ ÌÌii]VÃÕÌ>ÌÜÌ Ì ivÕ`>Ì½ÃÕÌÃì SPENDING POLICY ì«iìÌVÃÕÌ>Ì]VÌÕiÃÌi«Þ>VÃiÀÛ>ÌÛi>ìÝ«iÀÌÛiÃÌiÌ >V Þi>À]Ì i >À`v/ÀÕÃÌiiÃvÌ iiÜÃ Õ`>Ì>««ÀÛiÃ>«ÀÕìÌ ÃÌÀ>Ìi}Þ>`}ÌiÀÕÌVViÀ}Ì iÛiÃÌiÌ>`>>}iiÌvÌ i Ã«i`}«VÞÌ >ÌÃ>««i`Ì>ÕÀiÃÌÀVÌi`vÕ`Ã>ÃÜi>ÃvÕ`>Ì vÕ`>Ì½Ãi`ÜiÌvÕ`Ã°>``Ì]Ì ivÕ`>Ì½Ã}ÌiÀ>««À>V Ì Üi`ÀiÃÌÀVÌi`vÕ`Ã°/ iÃ«i`}«VÞÃìÛi«i`VÃÕÌ>ÌÜÌ Ì i i`ÜiÌÃ«i`} >ÃÃÕ} ÌÌ>Ì>>`}ÀÜi>V i`ÜiÌvÕ`Ü i ÕÌÃìÛiÃÌiÌVÃÕÌ>Ì]*Ài ÕV â]>ÃÜi>ÃÌ ivÕ`>Ì½Ã>Vi «ÀÛ`}Ì iLiiwV>ÀÞÀ}>â>ÌÜÌ }Õ>À>Ìii`>`VÃÃÌiÌ`ÃÌÀLÕÌÃ° >`ÛiÃÌiÌVÌÌiiÃ°>}ÌÃìVÃ]Ì iL>À`vÜÃÌ i1vÀ / ivÕ`>Ì½ÃÛiÃÌiÌÃ>Ài}Õì`LÞ>ì«iìÌÛiÃÌiÌVÃÕÌ>Ì] *ÀÕìÌ >>}iiÌvÃÌÌÕÌ>Õ`ÃƂVÌ]>`>««ÀÛiÃ>Ã«i`}«VÞ *Ài ÕV â]Ü ]>Ài}Õ>ÀL>ÃÃ]iiÌÃÜÌ >`Ài«ÀÌÃÌÌ ivÕ`>Ì½Ã Ì >ÌÌ>iÃÌ>VVÕÌÌ iÕÃiÃ]LiiwÌÃ]«ÕÀ«ÃiÃ]>``ÕÀ>ÌvÌ ii`ÜiÌ° ÛiÃÌiÌ ÌÌii°*Ài ÕV â½ÃÀiÃ«ÃLÌiÃVÕìÀiVi`}] ÀiÃi>ÀV }]>`V`ÕVÌ}`Õi`}iVi>vÕ`>>}iÀÃ]>ÃÜi>ÃÀi}Õ>À ÌÀ}>`ÀiÛiÜ}vÌ ivÕ`>>}iÀÃ°>``Ì]*Ài ÕV â ÀiVi`Ã>>ÃÃiÌÝÜÌ iÃÌ>LÃ i`>ÃÃiÌ>V>Ì}ÕìiÃ]ÌÀÃ New Haven Beth Israel «ÀÌv«iÀvÀ>Vi]>`ÀiVi`ÃÛiÃÌiÌ«VÞÌÌ iÛiÃÌiÌ Cemetery Association VÌÌii]Ü V ÌÕÀÕÃÌLiÛÌi`Õ«LÞÌ ivÕ`>ÌL>À`vÌÀÕÃÌiiÃ°

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JEWISH FOUNDATION OF 46 GREATER NEW HAVEN THE ENDOWMENT

ASSETS REVENUE AND CONTRIBUTIONS

FUNDUND ANDND FINANCIALNANC L Investments at Market Value .....$48,993,895.00 Contributions ...... $2,381,120.00

ACTIVITYAC V Y FORFOR FISCALS A YEARY AR Cash and Cash Equivalents ...... $328,236.00 Investment Return ...... $1,978,370.00 ENDING DECEMBER 31,31, 2016 Israel Bonds ...... (UNAUDITED)*( N UDI E * $452,776.00 Total Revenue ....$4,359,490.00

Insurance Policies at Cash Value ...... * TheT Jewishw h FoundationFo n a o oof GGreatera er $143,709.00

Newe HHaven’sv aauditi iss conductedo d t d byy Other Assets ...... $177,086.00 EXPENSES AND CHARITABLE DISTRIBUTIONS TeplitzkyT & Co. As off theh printing Charitable Distributions Loan Receiveable ...... $1,313,747.00 of thist s Annualn u RReport,p r thet auditd forf r from Funds and Lead Trusts ...... $2,377,782.00 the FYE 12/31/16 was not yet Total Assets .....$51,409,449.00 Life Income Payments from Charitable Remainder Trust completed.m l e and Annuities ...... $125,215.00

LIABILITIES Investment Fees ...... $71,486.00 Accounts Payable and Accrued Liabilities . .$90,466.00 Foundation Operating Expenses .....$674,509.00 Grants Payable ...... $115,991.00 Total Assets ...... $3,248,992.00 Designated Custodial/Agency Funds $12,917,402.00 Revenue Minus Liabilities under Split-Interest Agreements. .$1,898,162.34 Expenses ...... $1,110,498.00 Total Liabilities . . . $15,022,021.34 Assets Minus Liabilities ...... $36,387,427.66

JEWISH FOUNDATION OF GREATER NEW HAVEN 47 ASSETS

AS OF DECEMBER 31, 2016 PERCENT OF PORTFOLIO PERIOD ENDING DECEMBER 31, 2016 Total Fund 100% (ANNUALIZED FOR PERIODS OF ONE YEAR OR MORE) TOTAL MANAGED FUND 100% 3 Fiscal 1 3 5 10 TOTAL EQUITY ...... 43.1% Month YTD YR YR YR YR Total Domestic Equity ...... 25.1% Vanguard Total Stock Index Admiral, Artisan Midcap Inst’l Fund, JEWISH FOUNDATION 0.2 4.6 4.6 1.5 6.4 3.9 Wedge Mid Cap Value MANAGED FUND Total International Equity ...... 18.1% POLICY INDEX -0.1 5.4 5.4 2.7 6.0 3.4 Dodge & Cox Int’l Stock Fund, Sanderson International Value Tobacco-Free Fund, Artisan International Inst’l, Eaton Vance Parametic Tax-Mgd Emg Mkts Inst’l Fund ACTUAL INDEX 0.2 5.4 5.4 2.6 6.0 3.1 TOTAL ALTERNATIVE STRATEGIES ...... 23.5% MARKET INDICES Private Equity ...... 2.3% Landmark Equity Partners XIV, L.P., Park Street Capital Private Equity 65% S&P 500/35% BC 1.4 8.8 8.8 6.9 10.3 6.3 Fund X, L.P., Landmark Equity Partners XV, L.P. AGGREGATE Flexible Capital ...... 21.2% ÀiÃÌiÀ ÛiÀÃwi` Ƃ]Ì`°]ƂÀV ÃÌi"vvÃ ÀiÕ`]Ì`°] S&P500 (DOMESTIC EQUITY) 3.8 12.0 12.0 8.9 14.7 6.9 ƂV À>}i >«Ì>*>ÀÌiÀÃ"vvÃ Ài]Ì`°]"V <vv"ÛiÀÃi>ÃÕ`]Ì`° TOTAL FIXED INCOME ...... 16.7% BC AGGREGATE -3.0 2.6 2.6 3.0 2.2 4.3 (FIXED INCOME) IR&M Core Bond Fund II, Metro West Total Ret I Fund, 6>}Õ>À`ÌiÀi`>Ìip/iÀ/Ài>ÃÕÀÞƂ`Õ`] >À`- ÀÌ/iÀ ` ÃÌÌÕÌ>Õ`]/i«iÌL> `Ƃ`ÛÃÀÕ`] V iÃÌiÀL> RUSSELL 3000 4.2 12.7 12.7 8.4 14.7 7.1 Bond Fund (DOMESTIC EQUITY)

TOTAL REAL ASSETS ...... 12.0% HFRI FUND OF FUNDS 0.8 0.2 0.2 1.1 3.4 1.4 6>}Õ>À`y>Ì*ÀÌiVÌi`-iVÕÀÌiÃƂ`°Õ`]Ƃ 7L>*À«iÀÌÞ DIVERSIFIED (ALTERNATIVES) -iVÕÀÌiÃÕ`]°*°],-L> >ÌÕÀ>,iÃÕÀViÃ]/ i/Ƃ*Õ`/ vÕ` >ÌÕÀ>,iÃÕÀViÃ*>ÀÌiÀÃ6]°*°]*>À-ÌÀiiÌ >«Ì> >ÌÕÀ> MSCI EAFE (INT’L EQUITY) -0.7 1.0 1.0 -1.6 6.5 0.7 Resources Fund V, L.P., VIA Energy Fund III TOTAL NON-MANAGED FUND ...... 1.0% ÃÀ>iÝi` `Ãv>ViÛ>Õi®]"Ì iÀ TOTAL NON-POOLED ASSETS ...... 2.9% viÃÕÀ>ViV>Ã Û>Õi®I]>,iViÛ>Li Iv>ViÛ>ÕivviÃÕÀ>ViÜi`Ãf£]{xä]äää°ää

JEWISH FOUNDATION OF 48 GREATER NEW HAVEN GOVERNANCE

EXECUTIVE COMMITTEE Craig Sklar Craig Sklar Steven Fleischman, Chair Jim Vlock Mark Sklarz Stephen August, ADVISORY Ken Spitzbard Investment Chair Norman Ravski, Jim Vlock Barry Fischman, Federation President Alan Weiss Treasurer Iain York EX-OFFICIO Richard LeVine, Stephanie Wain, FINANCE COMMITTEE Governance Chair Federation Chair Barry Fischman, Betsy Hoos, Rabbi Jon-Jay Tilsen, Treasurer LOJE Chair, Womens Committee Chair Brd of Rabbis Appointee Eric Hendlin, Mark Sklarz, Audit Chair Appointee EX-OFFICIO/PAST CHAIRS Ed Konowitz Stephen Saltzman, Betsy Hoos, Eric Ravid Development Chair LOJE Chair, Women’s Committee Chair David Trachten, Jeffrey Hoos PROFESSIONALS Appointee Robert Horowitz Lisa Stanger, Esq., Executive Director BOARD OF TRUSTEES Stephen Glick Jennifer Bayer, Steven Fleischman, Chair John Levy Assistant Director of Development Mark Sklarz Stephen August, Investment Chair (part-time) Stephen Saltzman, Sharon Bender Tiberius Halai, Development Chair Barry Feldman Grants and Gifts Manager David Trachten Barry Fischman, Treasurer Beth Kupcho, Ed Winnick Ian Freeman Foundation and Scholarship Suzanne Frisch INVESTMENT COMMITTEE Administrator (part-time) Eric Green Stephen August, Dorothy Popoloski, Foundation Eric Hendlin, Audit Chair Chair Accountant (outgoing) Allan Hillman Betsy Banston Stephanie Licsak, Foundation Scott Hurwitz Sharon Bender Accountant (incoming) Ed Konowitz Jeffrey Chaffkin GOVERNANCE COMMITTEE Cindy Leffell Kevin Fox Richard LeVine, Richard LeVine, Governance Chair Barry Fischman Governance Chair Jo-Ann Maynard Steve Fleischman Betsy Hoos Jo-Ann Price Jeffrey Hoos Jeffrey Hoos Eric Ravid Lynn Landau Steven Fleischman Henry Resnikoff Steve Saltzman Stephen Saltzman Alan Reznik Paul Schatz Mark Sklarz Larry Shanbrom Nate Silverstein David Trachten

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