“I found a fruitful world because my ancestors planted it for me. Likewise, 2015 ANNUAL REPORT I am planting jcfphoenix.org for my children.” – Talmud Ta’anit 23a

2015 annual report | pg. 1 A Message from the Foundation Leadership elcome to the Jewish Community Foundation’s 2015 Annual Report. 2015 was another year marked by exceptional Wcommunity support – both for the Foundation and by the Foundation. New gifts to the Jewish Community Foundation of Greater Phoenix exceeded $5 million for the third consecutive year, and grants from discretionary and donor directed funds grew to more than $6.6 million – a year-over-year increase of more than 50%.

2015 brought a number of other outstanding developments as well. Together with the Harold Grinspoon Foundation, we introduced LIFE & LEGACYTM, which provided training and resources for 12 local partner organizations to secure nearly $14 million in end-of-life endowment commitments from 135 donors – helping ensure the financial future of our local Jewish community. The experience of our donors and grant Organizational applicants has been enhanced through the launch of a state-of-the- art interactive website, which includes access to DonorFirst, our new Background donor and volunteer portal. Growth in the B’nai Tzedek program was Since 1972, the Jewish Community sufficient to support adding a second Youth Philanthropy Board. And Foundation has been helping our governance models were updated to reflect current thinking on best people support the Jewish and practices in the nonprofit and community foundation sectors. secular causes that are important The Jewish Community Foundation continued and enhanced its long- to them. We provide resources standing commitment to Israel. The Foundation awarded competitive grants in Israel totaling nearly $85,000 for programs and organizations to make the community’s vision dedicated to supporting and improving the lives of our Israeli brothers a reality and we respond to and sisters. We also implemented new policies leading to direct emergencies facing the Jewish investment in Israeli equities as a component of our pooled asset people. The Jewish Community portfolio, so even when we are not funding grants in Israel, the Jewish Community Foundation’s assets are working to support a strong Israeli Foundation is the largest resource economy. for Jewish philanthropy in the As ever, we remain grateful to everyone who has placed their confidence Greater Phoenix area. We have in the Jewish Community Foundation of Greater Phoenix, to steward earned the trust of our donors and and manage their philanthropic legacies. If you are new to the Jewish the community of professional Community Foundation, we invite you to join us, to let us help you fulfill your charitable goals, and to secure a bright future for the Jewish advisors - attorneys, estate community of Greater Phoenix. planners, trust officers, insurance professionals, accountants and financial advisors - who work with us to help donors achieve their charitable and financial goals.

Our Mission Beth Jo Zeitzer Richard Kasper Building a permanent source of Board Chair President and financial support for a vibrant, Chief Executive enduring Jewish community. Officer

pg. 1 | jcfphoenix.org Table of Contents A Message from the Foundation Leadership...... 1 2015 Highlights...... 3 - 4 Enriching our Community and Israel through Grantmaking...... 5-12 • Fund for Jewish Philanthropy • Economic Crisis Response Program • Field of Interest Funds • Grant Distributions from all Foundation Funds LIFE & LEGACY...... 13-14 Empowering Tomorrow’s Philanthropists...Today...... 15-16 • B’nai Tzedek Youth Philanthropy Program Tree of Life Society...... 17-18 Giving Life to the Future...... 19-20 • Endowment Book of Life Create Your Fund at the Jewish Community Foundation...... 21-22 Ways to Give...... 23-24 Setting the “PACE”...... 25 • Harold & Jean Grossman PACE Society Forward Thinkers...... 26-29 • Donor Advised Funds • B’nai Tzedek Funds • Charitable Gift Annuities • Designated and Field of Interest Funds • LOJE and PACE • Agency & Synagogue Funds • Fund for Jewish Philanthropy • 10/30 Society All 2015 Grants by Category...... 30 Investment Performance...... 31 Foundation Financials...... 32 The Foundation of the Foundation...... 33 • JCF Board of Directors, Committees & Staff Friends of the Foundation...... 34

2015 annual report | pg. 2 2015 Highlights March 2015 $54,000 planning grant for the Board JCF Receives $500,000 from of Rabbis of Greater Phoenix to the Arthur M. Blank Family re-establish a Jewish Community Foundation Relations Council in our community. The Jewish Community Foundation Through the Board of Rabbis, the proudly received a new $500,000 JCRC provides the local Jewish permanent endowment, established community a platform from which Left to right back row: LIFE & LEGACY Launch: by the Arthur M. Blank Family to speak to the community overall in JCF Board of Directors: David Weiner, Bryan Foundation of Atlanta, Georgia. This an organized, unified and impactful Kort, Mark Sklar; Jonathan Hoffer Front row: endowment will provide half the Jewish voice. The local Council Rich Kasper; JCF President and CEO; Arlene annual cost of the Jewish Career focuses on advocacy, education, and Schiff, National Director LIFE & LEGACYTM, Services program operated by Jewish coalition building for public affairs The Harold Grinspoon Foundation, Rachel Rabinovich, JCF Director of Special Projects/ Family & Children’s Service. This initiatives. LIFE & LEGACY Program Director extraordinary gift was made to honor Arthur Blank’s brother, Michael, who Beth Jo Zeitzer Elected Board has been a member of the Jewish Chair Community Foundation’s Board of Our board of directors elected as Directors, and Michael’s wife, Carmen. its chair Beth Jo Zeitzer, president and designated broker of R.O.I. Jewish Community Foundation Properties, an Arizona commercial Launched LIFE & LEGACY and residential real estate brokerage. The Foundation selected 12 Valley Beth Jo succeeds David Weiner, who Jewish agencies and synagogues as served as chair from 2013-2015. Beth its local partners in LIFE & LEGACYTM, Jo served as David’s vice chair for the a groundbreaking partnership with prior year. A member of JCF’s board the Harold Grinspoon Foundation of directors since 2012, Beth Jo led an which provides training and ambitious five-year strategic planning resources to increase legacy giving to process for the board in 2014. Jewish organizations. Our local partners are: Arizona Jewish New Website Historical Society, Congregation Or The Jewish Community Foundation Tzion, the East Valley JCC, Hillel at proudly launched its new state-of- ASU, the Jewish Federation of Greater the-art website. The new site is more Phoenix/Valley of the Sun JCC, attractive, easier to navigate, and filled Jewish Family & Children’s Service, with rich, relevant content for donors, Jewish Free Loan, the Jewish Genetic professional advisors, Jewish communal Diseases Center of Greater Phoenix, organizations, youth philanthropists, Pardes Jewish Day School, Temple grant-seekers and others. Chai, Temple Emanuel of Tempe, and Temple Kol Ami. JCF Invests up to $1 Million in Israel May 2015 As part of our 5-year strategic plan, More Than $210,000 Awarded in the Foundation made it a priority Discretionary Grants to specifically target a portion of The Jewish Community Foundation its investment portfolio in Israeli awarded discretionary grants, assets. With the guidance of our totaling more than $210,000 investment committee and our — including the largest one-time independent investment advisors, the grant in its 43 year history — a Foundation satisfied this priority by

pg. 3 | jcfphoenix.org investing up to $1 million in Israeli our charitable fund holders, so they developing meaningful relationships equities, while still honoring our can more efficiently and effectively across generations. Participants existing investment guidelines. manage their charitable giving learned how to: Consciously choosing to invest in activity. • Pass along values - not just Israel is an important reflection of This innovative, modern, and valuables - to grandchildren the Foundation’s values and those personalized platform is a • Foster a philanthropic mindset of our donors, especially in a time tremendous upgrade to our online • Create a living legacy when endowments and non-Jewish environment, bringing our donors A former JCC CEO, since retiring in foundations worldwide are being timely, accurate, and complete 1997, Witkovsky has taken that learning pressured to do the opposite. information about their funds, along from the board room and applied it with access to other important to the living room, with tactical ideas June 2015 information. on effective family meetings, teaching 40 Summer Camp Scholarships values, and inspiring a culture of Awarded September 2015 kindness and giving. The Foundation awarded forty B’nai Tzedek Youth Philanthropy need-based camp scholarships Board Doubles in Size! November 2015 totaling $14,992, to Jewish children Enrollment for the 2015 B’nai Tzedek Tax and Legal Seminar Sets New in Greater Phoenix to attend Jewish Youth Philanthropy Board exceeded Attendance Record overnight camps in Arizona and expectations to such a degree that Each year the Jewish Community California this summer and Jewish the Foundation doubled the amount Foundation partners with the Arizona day camps locally. available for grantmaking over Community Foundation to host the The awards were made from prior years, from $10,000 to $20,000. Tax & Legal Seminar, recognized as endowment funds established at the The Foundation split the board into the premier educational seminar Jewish Community Foundation by two cohort groups, ensuring that in the state for financial and estate Jack Bromfield and by the families all participants have a meaningful planning advisors. of Labe Eric Targovnik and Kenneth experience, and that returning The 2015 Tax & Legal Seminar, Maltenfort for the dual purposes students have significant leadership held Friday, November 13th, was of reducing the financial burden of opportunities. The Senior/Freshman attended by more than 325 people camping on Jewish families, and Youth Philanthropy Board focused — a Tax & Legal Seminar record! Our encouraging Jewish families to its grants on local programs that featured speaker, Professor Samuel enroll their children in an immersive provide treatment, education and A. Donaldson, returned by popular Jewish camping experience. Thanks awareness of cognitive, mental and demand for the fourth time since 2009. to the generosity of these families physical disabilities or disorders. Professor Donaldson’s presentation and individuals, scholarships were Members of the Junior/Sophomore included a federal tax update, awarded for campers to attend Youth Philanthropy Board committed income tax aspects of family limited Congregation Beth Israel’s Camp to helping local at-risk children to partnerships, and planning decisions Daisy & Harry Stein, Camp Ramah in realize their full potential, supporting regarding the use and disposition of a California, URJ Camp Newman, Beth programs that empower families and client’s body after death. El Congregation’s Camp Yad B’yad, change lives. The next Tax & Legal Seminar is Camp Gan Israel Phoenix, East Valley set for November 11, 2016, and JCC Summer Camp, and Shemesh October 2015 will feature a Tax & Legal Seminar Summer Camp at the Valley of the The Grandest Love: Inspiring favorite, Natalie Choate, who is Sun JCC. the Grandparent-Grandchild returning to the Tax & Legal Seminar Connection for the first time since 2002. August 2015 The Jewish Community Foundation Donor First – Easy Access and JCF’s B’nai Tzedek Youth for Donors Philanthropy Program hosted a In August of 2015, we launched our program and a conversation with new “DonorFirst” web portal for author Jerry Witkovsky, focused on

2015 annual report | pg. 4 Enriching our Community and Israel through Grant Making

The Foundation’s grant making Shanghai accepted approximately program plays a crucial role in the 18,000 Jewish refugees fleeing from community, providing seed money the Holocaust in Europe. Jewish Production of Arizona Lady at the Arizona for programs and services that may refugees coexisted with local Opera Company not come to fruition without grant Chinese, overcoming numerous support. The Foundation awarded a difficulties together. Displayed at “I am a second year student total of $213,687 in 2015. the Arizona Jewish Historical Society in the health behavior, health Cutler-Plotkin Jewish Heritage Fund for Jewish Philanthropy Center from October 2015 – January promotion track in the College of Grants – Local Community (69%) 2016, the exhibit brought together for Local grants this year focused on two the first time, photos, personal stories Public Health. I have worked of the recommendations listed below and artifacts from Shanghai’s Jewish from the three working groups that Refugee Museum. steadily for the past year and I developed from the 2011 Community am preparing to graduate at the Conversation. Board of Rabbis of Greater • Strengthening community-wide Phoenix, $54,000 end of this year, completing my Jewish arts and culture experiences by Re-establishment of the Jewish working with cultural organizations to Community Relations Council: A one degree a semester early. My enhance the quality of Jewish life; and year planning grant during which • Launching a project with a mission of time meetings with community wife and three children have fostering dialogue and understanding leaders both inside and outside the supported me through many within the Jewish and larger Jewish community will take place to metropolitan communities, to amplify re-establish the Jewish Community hours of study. Having a the Jewish voice in response to matters Relations Council of Greater Phoenix. of importance to the Jewish people. Through the Board of Rabbis, the family, this scholarship makes JCRC will provide the local Jewish Arizona Opera Company, $7,500 community a platform from which student life much more possible. Arizona Lady and the Jewish Cultural to speak to the community overall in I am deeply grateful that this Festival: The primary goal of this project an organized, unified and impactful is to increase awareness of previously Jewish voice. Our local Council will award reduces the sacrifice forgotten important Jewish works. focus on advocacy, education, and In conjunction with Arizona Lady, a coalition building for public affairs that I am asking my wife and comedic operetta written by a Jewish initiatives. Hungarian immigrant who fell in love children to make. Thank you for with the Southwest after fleeing the Hillel Jewish Student Center at your support and generosity. It Holocaust, AZ Opera presented a variety ASU, $6,123 ($10,000 total with field of education and community events of interest grants) makes an incredible difference to focused on Jewish heritage and history, Comprehensive Israel Engagement with the goal of increasing awareness Initiative: To combat the rising my family.” of forgotten important Jewish works. anti-Israel activity on campus (BDS -boycott, divest, sanctions – Helen and Raymond Sarocco ASU Foundation for ASU Center movement). Hillel, working in Master’s in Public Health Scholarship for Jewish Studies/Confucius partnership with Jewish Arizonans recipient at the University of Arizona’s Institute, $5,000 on Campus, designed a multi-faceted Mel and Enid Zuckerman College of Jewish Refugees of Shanghai Museum approach that includes Israel advocacy Public Health Exhibit and Program: From 1933-1941, and education workshops, cultural

pg. 5 | jcfphoenix.org events and ongoing follow-up with activities and socialize and integrate Hillel is the only organization that students returning from Israel trips, with typical children in a safe, nurturing works with former Haredi Jews, who to build a base of students educated environment. once they leave their ultra-Orthodox and passionate about Israel. The communities, are cut off from their program also includes advocacy Fund for Jewish Philanthropy Grants families, friends and safety net. Hillel training and an education program – Israel – 31% provides support and resources for teens, in partnership with local Israel has one of the highest underem- designed to help these women triumph organizations, to prepare the next ployment rates in the developed world over integration challenges, effectively generation for life on campus. and the gap between the rich and poor serve their families and achieve is widening. financial independence. Program Jewish Community Foundation, According to the 2014 Alternative components include housing assistance, $12,179 Poverty Report issued by Latet, a mentorship, psychological counseling, Discretionary Reserve: Funding from humanitarian aid organization, 2.54 empowerment workshops, and cultural the discretionary reserve may be used million people are living in poverty, and educational activities. for requests that are solicited by the including one in three children. In 2014, Foundation outside of the annual grant poverty in Israel was worst among IT Works, $11,000 cycle, or for responses to emergencies, Haredi Orthodox Jews and Arabs. More Employment and Leadership in man-made or natural disasters than half of both communities live Netanya: IT Works conducts vocational affecting the Jewish community. below the poverty line. training for various disadvantaged populations in Israel. This employment Pardes Jewish Day School on The Jewish Community Foundation’s and leadership program was created in behalf of all day schools, $20,000 Israel grants focus on improving response to the need for marginalized The First Step: Establishing a Child Study the lives of vulnerable families and Jewish women and leading technological Team: To provide testing and other individuals in Israel by supporting businesses to participate in building resources for children with learning programs that provide them with the a more prosperous society with equal and behavioral challenges. The child tools needed to become self-reliant and opportunities for women to contribute study team consists of a psychologist, break the cycle of poverty. Examples to, and benefit from, the economic special educator as well as appropriate of eligible programs include vocational growth stemming from the country’s administrators from the school. training, financial literacy and life skills. leading industry. The program will train and empower low income or Valley Beit Midrash, $10,000 Alliance - Kol Israel Haverim unemployed Jewish women to be Honeymoon Israel: Recognizing the (KIAH)-Sha’ar, $15,000 agents of change as human resource shifting demography of American Cracking the Glass Ceiling: Promoting professionals in the technological sector. Jews, this pilot program attempts girls to science education in Netanya: to strengthen the relationships new The program is a comprehensive Women’s Spirit- Financial couples have with their culture and process, starting in the 8th grade and Independence for Women Victims faith with an all-encompassing tour lasting over five years in each school. of Domestic Violence, $15,000 in the Holy Land. Valley Beit Midrash The Alliance works cooperatively Opening Doors: In some cases, women implemented post-trip programming with the education department and have cited their reason for staying with and follow-up for the couples, municipality to choose the schools their abuser as purely financial, as their ensuring they have a community and locate female students who partner controlled the finances. This waiting for them upon their return. have potential in STEM studies. The unique program provides residents of battered women’s shelters with efficient Valley of the Sun Jewish participants are promoted and guided financial and employment skills to Community Center, $7,500 over the course of the program in achieve self-reliance and financial Ometz-Special Needs After-School three paths simultaneously: Ambition, independence, as they transition from Program: Integrated into the Club Success and Excellence. the shelter to independent living. J after school program, Ometz Hillel - The Right to Choose, $15,000 provides a place for children with Support for Former Haredi Single special needs to go after school Mothers in their New Beginning: to have fun, participate in engaging

2015 annual report | pg. 6 Honeymoon Israel participants, Valley Beit Midrash.

Field of Interest Grants Babette Himler Endowment Fund, Max Schlissel Jewish Education Jewish Women’s Endowment Fund $254 Fund, $3,623 Mission: The Jewish Women’s Hillel Jewish Student Center at ASU Hillel Jewish Student Center at ASU Endowment Fund is dedicated to Comprehensive Israel Engagement Comprehensive Israel Engagement fostering social change by funding Initiative Initiative projects to expand and improve opportunities and choices in all Physically Disadvantaged Paul Vermes Endowment for aspects of the lives of Jewish women Children’s Fund, $2,595 Disabled Youth in Israel, $11,260 and girls. Council for Jews with Special Needs Shekel Community Services for Summer Camp Inclusion Resources: To People with Special Needs Lada’at (formerly SHILO – enable children with special needs to Medical Supervision at Hettena Day Jerusalem’s Family Planning attend typical day camp programs. Center, a residential home for severely Education & Counseling Center), developmentally disabled children. $7,653 The Sexual Health Education Program Fund for Jewish Philanthropy Jewish Women’s End. Fund for Teenagers in the Jerusalem area: Sexual education workshops for 3,000 Arizona Opera $7,500 teenagers to facilitate healthy sexuality ASU Foundation $5,000 Lada’at $7,653 and prevent sexual abuse among Board of Rabbis $54,000 Mavoi Satum $10,000 teenagers. Hillel at ASU $6,123 TOTAL JWEF $17,653 Mavoi Satum, $10,000 Jewish Community Foundation $12,179 Justice for All: The Justice for All project Pardes, on behalf of all day schools $20,000 defends a woman’s right to divorce her husband by providing individual legal Valley Beit Midrash $10,000 support, which consists of preliminary VOS Jewish Community Center $7,500 and ongoing consultation, as well as Alliance – KIAH $15,000 representation and guidance in both Hillel – the Right to Choose $15,000 civil and religious courts. In addition to individual legal action, Mavoi Satum IT Works $11,000 lawyers promote legislation in the Women’s Spirit $15,000 Knesset and propose bills that are TOTAL FJP $178,302 aimed at bringing about an end to the 69% - local grants $122,302 ongoing violation of women’s rights. 31% - Israel grants $56,000

pg. 7 | jcfphoenix.org Supporting Community Needs Grant distributions from funds held by the Foundation day school education and summer camp, enrich the lives support a wide variety of charitable organizations, of those in need, and respond to man-made and natural agencies and synagogues, locally, nationally and abroad. disasters around the world. In 2015, the generosity of our These allocations enhance the Jewish Federation of donors enabled the Foundation to award 1,076 grants Greater Phoenix’s annual campaign, enable students to for a total of $4,090,792 to the 421 organizations listed attend programs in Israel, provide scholarships for Jewish below. Grant Distributions from All Funds A Torah Infertility Medium American Friends of Puah Anytown Leadership ASU Gammage of Exchange Institute Program Autism Speaks Actors Theater American Friends of Arachim America AZ Rescue Ahavas Torah SULAM Arden Theatre Company Ballet Arizona Aids Walk N.Y. American Friends of Tel Arizona Animal Welfare Ballet Program for School Aish HaTorah Project Aviv University League Children Inspire American Friends of the Arizona Children’s Association Banner Alzheimer’s Aleh Negev Foundation Alliance Arizona Community Foundation Alexander Muss High American Friends of the Foundation Banner Alzheimer’s School in Israel Israel Sports Center Arizona Diamondbacks Institute Ali Forney Center American Friends of Foundation Banner Health Foundation Alliance for Housing Yad Eliezer Arizona Humane Society Barrow Neurological and Healing American Friends of Yemin Arizona Jewish Historical Foundation Alliance for Middle East Orde Society Baruch College Fund Peace Inc. American Heart Arizona Microcredit BBYO Mountain Region ALS Association, Arizona Association Initiative BBYO Passport to Israel Chapter American Indian College Arizona Nursery Bellingham Festival of Alzheimer’s Association American Israel Education Association Foundation Music American Cancer Society Foundation Arizona Opera Ben Gurion University of American Committee for American Jewish Committee Arizona Sports Complex the Negev the Weizmann Institute American Jewish Congress Athletics Association Bend the Arc for Justice American Diabetes American Jewish Joint Arizona Theatre Company Beth El Congregation Association Distribution Committee Arthritis Foundation Beth Emeth Congregation American Friends of American Jewish World ARZA Beth Joseph Congregation Chasdei Yosef Service ASPCA Big Brothers Big Sisters of American Friends of Ezra American Physicians Association for Promotion Central Arizona L’Marpeh Fellowship for Medicine of Jewish Secularism Big Tent Judaism/Jewish American Friends of in Israel ASU Foundation Outreach Institute Hebrew University American Red Cross ASU Foundation, Herberger Birthright Israel Foundation American Friends of American Society for Technion College of Fine Arts B’nai B’rith Foundation Kupat Hair, Inc. American Society For Yad ASU Foundation, Jewish B’nai B’rith International American Friends of Vashem Studies B’nai B’rith Youth LIBI, Inc. Animals Benefit Club of ASU Foundation, President’s Organization, Phoenix American Friends of Magen Arizona Club B’nai B’rith Youth David Adom Anti-Defamation League ASU Foundation/Morris Organization, Washington D.C. American Friends of Meir Anti-Defamation League Kertzer Memorial B’nai Vail Congregation Panim Foundation Scholarship Bnei Akiva

2015 annual report | pg. 8 Grant Distributions from All Funds Boys & Girls Clubs-Metro Arizona University Defiant Requiem Phoenix Chabad for Students of Foundation Boys & Girls Clubs- the Arts Desert Botanical Scottsdale Chabad Lubavitch Gardens Boys Town Jerusalem Chabad of Coronado Desert Gatherings, Inc. Foundation of America Chabad Terror Victims Desert Mission Inc. Bravo! Vail Project Desert Voices Oral Bread and Roses Chabad West Valley Learning Center Brophy College Chai Lifeline Deworm the World, Inc. Preparatory Child Life Society Diskin Orphan Home of B’Tselem, USA Children’s Action Israel Bureau of Jewish Alliance Doctors Without Education Chofetz Chaim Borders Inc. Camelot Therapeutic Heritage Foundation Doylestown Hospital Horsemanship, Inc. Chrysalis Shelter for DUET Camp Colley Victims of Domestic East Valley Jewish Camp Daisy and Violence Community Center Harry Stein City of Hope Education Law Center Camp Gan Israel Coalition For The Empower College Prep Camp Kesem Accuracy In Middle Ezer Mizion Camp Kulanu East Reporting Facts and Logic About Camp Ramah Colel Chabad, NY the Middle East “Thank you so much for making Camp Sabra Committee for the Fight for the Future Camp Swift Rescue of Israel Babies Education Fund it possible for us to send our Cancer Research Concern for Helping Florence Immigrant & Institute Animals in Israel (CHAI) Refugee Rights Project daughter to Jewish summer Cancer Support Congregation Beth Food Allergy Network camp this year. We could Community Israel Forward Assoc., Inc. CeaseFire PA Congregation Beth Fresh Start Women’s not have done it without help Center for Humane Tefillah Foundation Living Congregation Eizer Friends of Akim USA, from Jewish organizations Center for Jewish Lamuzen, Inc Inc. like the Jewish Community History Congregation Or Tzion Friends of Israel Center for Public Congregation Tifereth Disabled Veterans, Inc. Foundation. We know she will Integrity Israel of San Diego Friends of the Center for Reproductive Cortney’s Place Herberger Theater have a wonderful Jewish camp Rights Council for Jews with Friends of the Israel experience thanks to you.” Central Arizona Shelter Special Needs Defense Forces Services Count Me In Friends of the Los – Parent of a 2015 camp Central Fund of Israel Crisis Nursery Angeles County Law scholarship recipient Chabad at University of Cutler Plotkin Jewish Library Arizona Heritage Center Friends of Yad Sarah Chabad at Arizona Danielle Victoria Music Gateways Organization State University Foundation General Israel Orphan Chabad at Northern Home for Girls

pg. 9 | jcfphoenix.org Grant Distributions from All Funds

Germantown Jewish Indiana University John C. Lincoln Health MVP Foundation Centre Foundation Foundation National Center for Gesher Foundation Institute for Policy Studies KAET Jewish Film Gift of Life Bone International Planned KBAQ 98.5 Public Radio National Center of Afro- Marrow Foundation Parenthood Federation KBY Congregations American Artists, Inc. Gigi’s Playhouse Israel Special Kids Fund Together National Council of Jewish Girls Town Jerusalem Israel Sport Center for the Kehillah of Arizona Women Girls Town Or Chadesh Disabled Keren Aniyim National Jewish Center for Givat Haviva Educational J Street Education Fund Keren-Or, Inc. Learning and Leadership Foundation, Inc. James A. Michener Kids Enjoy Exercise Now National Jewish Council for Gonzaga University Museum of Art Kitchen on the Street the Disabled School of Law Jerusalem Foundation Inc. Kivel Campus of Care National Jewish Health Foundation Jewish Agency for Israel Kure It Inc. National Marfan Greater Phoenix Jewish Jewish Arizonans on Ladies Bikur Cholim Foundation Film Festival Campus D’satmor National Museum of Guttmacher Institute Jewish Association on Lekovod Shabbos Women in the Arts, Inc. Habitat for Humanity Aging Lilith Publications Inc. National Trust for Historic Hadassah Jewish Community Lost Our Home Pet Preservation of the U.S. Hadassah Valley of the Association/Federation Foundation, Inc. National Women’s History Sun Chapter of Greater Phoenix Lubavitch International Museum Hebrew Free Burial Jewish Community of Maccabi USA Sports for National Women’s Law Association Sedona & Verde Valley Israel Center Hebrew Theological Jewish Enrichment Center Madlyn and Leonard National Yiddish Book College Jewish Family & Children’s Abramson Center for Center HIAS (Hebrew Service Jewish Life Natural Resources Defense Immigrant Aid Society) Jewish Family Service - Make-A-Wish-Foundation Council, Inc. HIAS and Council Washington of America NCSY - TJJ Migration Service of Jewish Federation of Marijuana Policy Project NCSY - West Coast Philadelphia Greater Pittsburgh Foundation Neve Yerushalayim Hillel at Arizona State Jewish Federations of Mazon New Israel Fund University North America Inc. Me’ Ohr Bais Yaakov New Song Center Hillel Foundation Jewish Funders Network Merkos Chabad - Lubavitch (for Grieving Children) Hillel: The Foundation for Jewish Genetic Diseases Organization NFTY In Israel Jewish Campus Life Center of Greater Phoenix Mesorah Heritage Ohr Hatorah Congregation Honest Reporting Jewish Institute for the Foundation One Family Fund Honeymoon Israel Blind Jerusalem Middle East Media & One Israel Fund Foundation Jewish Life at Duke Research Institute (MEMRI) Operation Engage America Hopi Elementary School Jewish National Fund Miracle League of Arizona Operation Smile Horses Help Foundation Jewish Senior Life Moishe House Orphan Hospital Ward of Hospice Of The Valley Jewish Theological Multiple Myeloma Israel Huntington Medical Seminary Research Foundation Osborn School District Research Institutes Jewish Tuition Museum of Jewish Heritage Otsar Family Services Ina Levine Jewish Organization Museum of Tolerance P.E.F. Israel Endowment Community Center, LLC Jewish Women’s Archive Musical Instrument Funds, Inc. Job Katif Museum Pardes Jewish Day School

2015 annual report | pg. 10 Grant Distributions from All Funds Partners In Torah Torah for all Children Sierra Club Peace Works Ramah Israel Seminar Simon Wiesenthal Foundation Red Rocks Music Center Pearl S. Buck Festival Smith College International Religious Coalition for Smithsonian Institution P’eylim Ev’Achim Reproductive Choice Social Justice Fund Philadelphia Jewish RH Reality Check Northwest Archives Center Rofeh Cholim Cancer Sojourner Center Phoenix Art Museum Society Southwest Autism Phoenix Boys Choir Roosevelt University Research and Phoenix Children’s Rosalind Franklin Resource Center Chorus University of Medicine Southwest Center for Phoenix Children’s and Science HIV and AIDS Hospital Rosie’s House Special Olympics Jeff Sachs, award recipient and Sheryl Quen, JCF Director of Grants and Phoenix Community Rutgers University St. Bernard of Clairvaux Communications Kollel Foundation St. Jude Children’s Phoenix Hebrew Sagewood Residents Research Hospital Academy Foundation St. Mary’s Food Bank “I received the Joan Frazer Phoenix Holocaust Salvation Army St. Vincent De Paul memorial award in Judaism Survivors’ Association Save the Family Stepping Stones of Phoenix Indian Center Foundation of Arizona Hope and the Arts to develop a Phoenix Jewish Free Scottsdale Center for Students Supporting Loan Association the Performing Arts Brain Tumor solo play about my brother’s Phoenix Rescue Mission Scottsdale Community Research struggle with mental health and Phoenix Symphony Players Teen Challenge Phoenix Symphony Scottsdale Cultural Tel Aviv University his incarceration. The award Guild Council Temple Beth Sholom of Phoenix Theatre Scottsdale Healthcare the East Valley gave me confidence that my Phoenix Zoo Foundation Temple Chai brother’s story mattered and Planned Parenthood Scottsdale Preparatory Temple Israel Arizona Academy Temple Israel of the courage to interpret Planned Parenthood Sedona International Hollywood Federation of America Film Festival Temple Kol Ami the stories my family Inc. Sedona Swim Team Temple Solel struggles to tell. “ Planned Parenthood Sedona-Oak Creek Joint TGen Foundation Southeastern Unified School District The Davis Memorial – Jeff Sachs, recipient of the Pennsylvania Seeds of Peace Fund Joan Frazer Memorial Award Point Defiance AIDS Shearim Torah High The Friendship Circle for Judaism and the Project School for Girls The Good People Fund, Arts at ASU Power Paws Assistance Shir Hadash Inc. Dogs Shoah Foundation The Greater Phoenix Project Genesis Shomrei Emunim Board of Rabbis Project Reason Shriners Hospital for The Home of the Sages P’TACH Parents for Children of Israel

pg. 11 | jcfphoenix.org Grant Distributions from All Funds

The Israel Project University of Arizona Valley of the Sun Yeshiva Sh’or Yoshuv The Jewish Braille Foundation Jewish Community Young Israel of Century Institute of America, University of Arizona Center City Inc. Foundation - College Valley of the Sun Young Judea Global The Jewish Guild for of Public Health United Way Youth Centers of Israel The Blind University of Colorado Valley of the Sun YMCA ZAKA Rescue and The Moyer Foundation Foundation Valley Youth Theatre Recovery The New Shul University of Pennsylvania Wilshire Boulevard Temple Zionist Organization of The Shalom Center Fels Institute of Women’s American ORT America The Trust for Public Land Government Women’s Jewish The Westminster Schools University of Pittsburgh Learning Center Tourette Syndrome University of Southern Women’s Law Project Association, Inc. California-Athletics Women’s Medical Fund Tov V’Chesed Foundation University of Texas at Women’s Way T’ruah Austin World Jewish Congress Trustees of the URJ Camp Newman Foundation University of Pennsylvania Scholarship Fund World Wildlife Fund Tzedakah Fund, Inc. US Holocaust Memorial Wounded Warrior Project U.S./Middle East Project Museum Xavier College Prep UMOM New Day Centers US Olympic Committee Yad Ezra V’Shulamit Union for Reform V Foundation Yad L’Achim Judaism Vail Valley Foundation Yeshiva High School of University at Buffalo Valley Beit Midrash Arizona Foundation

ASU Center for Jewish Studies Jewish Refugees of Shanghai Exhibit , Hillel at ASU funded by a grant from the Jewish Community Foundation

2015 annual report | pg. 12 Securing our community’s financial future through endowment building and end-of-lifetime giving

“This is such a marvelous n partnership with the Jewish Community Foundation, local Jewish organizations are positioning themselves to receive a share of the program ­— I’m delighted so Iestimated $59 trillion wealth transfer projected to take place in the United States by 2052. These organizations are participants in LIFE & LEGACY™, a many have signed on, and look multi-year partnership program between the Jewish Community Foundation forward to many more in the and the Harold Grinspoon Foundation, that promotes end-of-lifetime giving to Jewish day schools, synagogues, social service organizations, and other near future. I’m certain all the Jewish entities. participating Through training, support and cash incentives, LIFE & LEGACY motivates Jewish organizations to secure legacy gifts, steward donors, and integrate organizations are experiencing legacy giving into the charitable culture of the Jewish community. Between the program’s national launch and December 31, 2015, 23 communities and the same gratitude and 13 Hillel campus affiliates (representing 289 organizations) have secured appreciation towards those more than 8,000 legacy commitments with an estimated future value exceeding $329 million! who have participated, and to Launched in Greater Phoenix in 2015, the Jewish Community Foundation the Foundation for allowing and the Harold Grinspoon Foundation each have committed up to $300,000 to present LIFE & LEGACY, providing training and incentive grants to our us this chance to secure our local partners. Through LIFE & LEGACY, we anticipate that each of our local partners will secure 50 or more end-of-lifetime gifts, which will be held and future in the Phoenix Jewish invested as permanent endowments by the Jewish Community Foundation. community.”

~ Louise Leverant, Legacy Team Member , LIFE & LEGACY PARTNERS: Arizona Jewish Arizona Jewish Historical Society * Congregation Or Tzion * East Valley Jewish Historical Society Community Center * Hillel at ASU * Jewish Federation of Greater Phoenix/ Valley of the Sun Jewish Community Center * Jewish Family & Children’s Service * Jewish Free Loan * Jewish Genetic Diseases Center * Pardes Jewish Day School * Temple Chai * Temple Emanuel of Tempe * Temple Kol Ami

pg. 13 | jcfphoenix.org Our community is indebted to the following individuals who have made commitments with an estimated value of $14 million through our local LIFE & LEGACY program:

Hannah Adelman Dena Morris Kaufman * Jean & Dean Scheinert * Phil Adelman * Ginny Keller Susan & Jeffrey Schesnol Tami & Steve Adelman Carol & Allan Kern Rabbi Jeremy Schneider Janet Arnold * Jill & Daniel Kessler Esther & Don Schon * Lawrence Bell & Tracey Leonard Randi & Barry Kipnis Jennifer & Steven Schwarz * Dr. Linda Benaderet Michelle & Bryan Kort Enid & Michael Seiden Tricia & Andy Beran * Nancy & Robert Kravetz Susan & Mark Sendrow Dorothy & Michael Blaire Lauren & Simon Kreisberger * Nedda Shafir Diane & Frank Blake Kimberly & Norm Kur * Rabbi Dean Shapiro Kimberly & Aaron Blau Hana & Franklin Lange Tina & Irwin Sheinbein Deborah & Gary Blyn Pamela Levin Nancy & Stuart Siefer Mrs. Jacqueline S. Breger Sharon Lewis & Mayor Shanken Judy & Allen Silberman Cindy & Adam Brooks and Family * Andrea & Jerry Lewkowitz * Barbara & Barrett Silver * Fredi Brown & Howard Treshansky Barbara Lewkowitz & Geoffrey Brent D. Silver Rabbi Micah Caplan Gonsher * Susan Silver Rabbi Mari Chernow & Kara Tracey & Larry Lytle Brad Singer Thieleman Emma & Jayson Clara D. Stander Shelley Cohn Matthews Paul E. Stander * Lynda R. & Kenneth B. Diamond Irene Metz * Susan A. Stander * Marnie & Harvey Dietrich Andi Minkoff * Berry & Errol Sweet * Dolly & Steve Draizin Sherman Minkoff, MD * Karen & Steve Tepper Lisa & Gary Elbogen Nancy & Larry Moffitt Dr. David & Mary Tessler Dee & Jay Epstein Linda & Les Moskowitz Donna & Rudy Troisi * Diana & Mark Feldman Ilana Myerson * Stu Turgel Regina Fischer Bruce L. Nager Fred Wabnik Lory & Ronald Fischler Beth Olson Janette & Stuart Wachs * Paulette Fraenkel The Packer Family Trust Elaine Waxman & Bob Segelbaum Marilyn & Ken Fuller Felicia & Glenn Pahnke Jill & Lee Weiss * Hirsch T. Goffman * Sharon & Howard Paley Bonnie J. Wright Steven M. Goldstein * Plotkin Family (Albert, Sylvia, Janis Carole & Alan Zeichick * David A. Goodell & Debra) Barbara & Barry Zemel * Naomi W. Goodell Rachel & Elliot Rabinovich * Michael R. Zent** Aviva & Tomas Gorny Francine A. Richter Ann & Ted Zinman * Walter G. Gray, in honor of Michael Rabbi Tracee & Keren Rosen- Anonymous (20) Steinberg Goldberg Deeann Griebel Cyndi & Jamie Rosenthal List as of 12/31/15 Susan & Nestor Guzman Heather & Mitchell Ross Lori & Marty Haberer * Susie & Bob Roth * Indicates donor has made a legacy Cheryl F. & Stanley M. Hammerman * Joel Schaller * commitment to more than one Barbara Harel & Ronald Blau The Honorable David partner organization. Rachel & Jonathan Hoffer * & Rosemary Schapira Stephanie & Frank Jacobson * Rabbi Martin & Roberta Scharf ** of blessed memory Carol & Norman Janoff * Dr. Janet K. Scheer *

2015 annual report | pg. 14 WHAT’S YOUR PASSION? and knowledge in the area of Jewish sources on giving, financial literacy and modern philanthropy. • Help Jewish teens establish relationships with Jewish organizations in our community and abroad. • Offer the opportunity to network with other Jewish teens. 2015 B’nai Tzedek Highlights: The B’nai Tzedek Youth • For JSERVE, The National Jewish Philanthropy Program is redefining Day of Service our teens hosted what it means to be a Jewish a Senior Prom at Kivel Campus of philanthropist by showing young Care. B’nai Tzedek teens decorated, people that they have the power served food, played music, danced, to make change in the world and engaged in meaningful through a personal and engaged conversation with residents. relationship to lifelong giving. • Teens embarked on a six-hour Empowering Considered a national model for bus tour visiting local non-profit youth philanthropy, this program organizations. They performed Tomorrow’s is a tool for teens to give tzedakah, service for Camp Swift, Arizona deepen their commitment to social Helping Hands, and took the “food Philanthropists action and be part of a program stamp challenge” purchasing food that models youth leadership. for participants in the JFCS Real Today World Job Development Program. B’nai Tzedek Strives to: • B’nai Tzedek Funds, many of which • Help every Jewish teen in the were started with $500, grew in community establish a charitable value to over $340,000. endowment fund in their name. • Empower Jewish teens to B’nai Tzedek Grantmaking: change the world through Jewish • Since the inception of the program philanthropy, tzedakah and tikkun in 2005, the over 300 B’nai Tzedek olam. Youth Philanthropists have • Provide Jewish teens with skills recommended $32,237 from their

Thank you to the following youth philanthropists who served on our 2014- 2015 Youth Philanthropy Board:

Louis Aaron Ilana Hoffer Max Pernick Scott Rubenstein Benjamin Walker Rebecca Asher Joey Lernor Avery Polster Zachary Rubenstein Samara Walker Amy Baer Hannah Miller Julien Polster Danya Sherman Abrie Berkowitz Aaron Nach Rachel Pressman Jessica Sherman Ethan Blyn Reuben Nach Samantha Quen Mariel Sokolov Jordan Brooks Maia Nagle Adin Roemer Alex Stoken Maxwell Cohen Rachael Nowak AJ Rosenthal Gennifer Unell

pg. 15 | jcfphoenix.org Desert Gathering Jewish Music Festival, $2,500 This high-quality cultural festival provides a neutral place for Jews in the Phoenix community to come together and experience being part of a larger group than just the synagogue with which they may affiliate, and another entry point to the Jewish community.

Hillel/BBYO, $1,500 A leadership program to prepare high school students to become B’nai Tzedek Youth Philanthropy Board college leaders and advocates for Israel, and to bridge the transition individual funds to more than 175 Bureau of Jewish Education, between high school and college. non-profit organizations all over $2,500 the world. The average grant A(ction) C(onnect) T(think) – amount is $50. Positive Jewish Growth for Phoenix • The high school members of the 20’s & 30’s Youth Philanthropy Board have To involve young Jewish adults in granted $84,650 into the local community service projects and Phoenix community since 2008. workshops, to help develop real connections to Jewish Community basic Jewish values Foundation Youth and to other young adult Jews in our Philanthropy Board community. 2015 Grant Recommendations Council for 2014-2015 Mission: The Youth Jews with Philanthropy Board will award Special grants to organizations and Needs, programs that are helping our $2,000 community. This year, we wish to For the fund programs that are working to development engage more people in the Greater and Phoenix Jewish community. facilitation Big Tent Judaism, $1,500 of a monthly To train 15 local, Jewish communal social-skills professionals in the best practices play group of engagement and inclusion in for Jewish hopes of moving less-engaged children who have Jews and members of unaffiliated developmental intermarried families into deeper delays, staffed by engagement. professionals in the field of early childhood and special education.

2015 annual report | pg. 16 2015 Tree of Life Society

The Tree of Life is the emblem of the Jewish Community Foundation of Greater Phoenix, chosen to symbolize philanthropy’s power to support our Jewish communal life, from generation to generation.

Just as the Jewish Community Foundation supports the life of our community, the daily work of the Jewish Community Foundation would not be possible without the support of our donors, whose generosity we recognize in the following categories of our Tree of Life Society.

Carob Tree Annual support for the Jewish Community Foundation, $18,000 or more The very essence of the Jewish Community Foundation is exemplified by the ancient parable of Honi and the carob tree: One day, Honi came upon a man planting a carob tree. Honi asked the man, “How long will it take for this tree to bear fruit?” The man replied, “Seventy years.” Honi then asked, “And do you think you will live another seventy years and eat the fruit of this tree?” The man answered, “Perhaps not. But I was born into a world planted with many carob trees by my father and grandfather. Just as they planted for me, I plant for my children and grandchildren, so they can eat the fruit of these trees.” Anonymous Arthur M. Blank Family Foundation Jean Grossman

Olive Tree Annual support for the Jewish Community Foundation, $7,200 to $17,999 The olive tree can live more than a thousand years, offering a source of shelter, sustenance and light for tens of generations. Since the time of Noah, the olive leaf has been a symbol of hope and the restoration of a peaceful world. SMS Management, LLC

pg. 17 | jcfphoenix.org 2015 Tree of Life Society Cedar Tree Annual support for the Jewish Community Foundation $3,600 to $7,199 For more than 400 years, cedar timbers supported the structure of Jerusalem’s First Temple, and cedar panels lined its interior walls. Katz Family Trust Jess* & Sheila Schwartz David Weiner Laurie and Gary Ringel Family Foundation Gerald Weiner

Palm Tree Annual support for the Jewish Community Foundation $1,000 to $3,599 The Torah compares the life of the tsadik (a righteous person) to the flourishing of the palm tree. Tsadik derives from the same source as tzedakah (charity, literally ‘righteousness’), the central value underlying the work of the Jewish Community Foundation.

Diane and John Friedel Family Randi and Alan Young Jewish Eckstein Foundation Jablin Funders of Arizona Flader Wealth Henry & Horne, LLP Susan and Bill Barbara and Barry Consulting Group/ Pacific Alternative Levine Zemel RBC Wealth Asset Management Robert Roos Management Company

Fig Tree Annual support for the Jewish Community Foundation $500 to $999 The first tree mentioned in the Torah after the Tree of Life and the Tree of Knowledge, the leaves of the fig offered protection to the first humans. The fig tree symbolizes prosperity during the reign of Solomon. Carol and Michael Dean Deborah and Paul Miller Hope & Craig Sherman Leo and Rita Hiller B’nai Lori and Adam Miller Sara Ziskin Tzedek Fund Julee and Robert Shahon

2015 annual report | pg. 18 Giving Life to the Future Endowment Book of Life The Endowment Book of Life contains the personal statements of those individuals or businesses that have established or have promised to create, a permanent endowment through the Jewish Community Foundation to ensure a strong and vibrant Jewish community for future generations. These statements reflect the values, hopes and visions for the future. When bound together, the pages serve as a philanthropic archive for future generations.

Click here to view the Endowment Book of Life pages.

ABLE Financial Group Sandy and Mark Evelyn and Ralph B*. Wendy and Ian Bregman Feffer, Jr. Ackerman Jack Bromfield* Avi Feller Judy Ackerman and Virginia and Jack Sharona and Daniel “The Endowment Book of Life Richard Epstein Brooks* Feller Hannah and Philip Karen and Jay Bycer Jonathan Feller presents an opportunity for all of Adelman Vicki and Howard Jess Finerman* Helaine and Mitchell Cabot Lory and Ron Fischler us to leave a significant legacy Adler Sheila Cascade Jeannette R. Flom* to the Jewish community. The Norma and Paul George Cohen Sandy Fox Agranoff Renee and Lawrence* Sharyn and Stuart Jewish Community Foundation’s Rebecca and Rabbi Cohen Frankel Louis Barish* Sue and Joseph (Rich) David and Joan* Frazer role in sustaining the growth and Daron and Ron* Barness Cohen Marilyn and David Barbara and Kenneth Beth Cohn and Alan Frazer meeting the needs of the Jewish Batko English Phyllis and Leonard community becomes more Ann Baumrind Francine Coles Friedel* Sandy and Harvey Sheila and Milton* Cheryl Hintzen-Gaines important with each passing Belfer Corwin and Ira Gaines Kendra and Benjamin Mona and Sol* Crandell Reda and Ronald year. By leaving a commitment Benedict Ada and Charles Garlikov Elaine and Joel Bernick Creighton * Linda and Steve to the community through the Beatrice Bernstein* Bradley Dimond Geringer Endowment Book of Life, we Paula and Stuart A. Toni Lipsky Smeltzer Yvette Gilburne* Biliack and Larry* Smeltzer Barbara Gold and ensure that our legacy continues Fredda and Rabbi Mark Diane and John Mark Jones Bisman Eckstein Leslie and Richard to support that growth. I trust Carmen and Michael Max Effron* Goldman Blank Judy M. and David Efron Rabbi Rafael Goldstein that my family will continue to Barbara Harel and Corinne Ehrlich* Naomi and David perpetuate the spirit of giving Ron Blau Ann Eliscu Goodell Phillip Block* Judith Engelman and Dottie and Murray through the Foundation.” Lainy and Ron Harry Rubinoff Goodman Bookbinder Dee and Jay Epstein Marcia and Norman – Warren Silver*, 1998 Endowment Mim and Mel Bottner Goodman Book of Life signer

pg. 19 | jcfphoenix.org Judi and Robert* Michelle and Bryan Kort Helen Pezdirtz Clare and Milton Small Gottschalk Donna and Joel Kramer Daniel Pollack* Paul Solomon* Thelma and Jerry* Gross Nancy and Robert Kravetz Odette and Rabbi David Susan and Paul Stander Joan Blau Gross Karen Glaser Kravitz and Rebibo Wayne Stutzer Jean and Harold* Kenneth Kravitz HoneyLou and Morris* Florence and Sanford Grossman Bobbi* and Neal Kurn Reznik Sunkin Helen and Stephen Marlene and Lanny Lahr Sandra and Seymour Rife Berry and Errol Sweet Gubin Wendy and Wayne Laskin Laurie and Gary Ringel Suzanne and Richard Swift Anita and Jerome Judy and Nathan Laufer Ann Ritt* Gutkin Lisa and Nelson Lerner Ruth Marks Rosen Selma and Jerome Susan and Nestor Guzman Anne Leventhal* Verne and Morley Targovnik Cheryl and Stan Eleanor and Fred* Levey Rosenfield Mary and David Tessler Hammerman in loving memory of Joan Roth* Roslyn and Murray Vinnik* Sharlene D. and Irwin Harris Howard Alan Levey Maddy L. Roth Susan Waldbaum Victoria Corwin Harris Sheri and Tom Levin Susie and Bob Roth Andrea and Michael Waxman SandraLou and Harold Pnina Levine and Alan Gold Sheldon Roth Caryll and Gerald Webner Hatkoff Kelly Lieb Fran and Al Sachs In Memory of Jonathan Adrien Herzberg Seema and Herbert Liston Dale and Nate Sachs Weinberger Peggy and Neil Hiller Irene and Donald* Lubin Roberta and Rabbi Libby and Bernie Weiner Benée Hilton-Spiegel Rabbi Alicia Magal and Martin Scharf W. David Weiner I. Jerome Hirsch Itzhak Magal Lois and Steve Scheiner Naomi* and Gerald Weiner Judith and Phillip* Hirsch Risa and Bruce Mallin Diane and Arnold Schoen Marcia and Max* Weisberg Rachel and Jonathan Sylvia Mallin* Diane and Aaron Scholar Henny Weiss Hoffer Recky Maltenfort Claire and Seymour Inez and Alexander White Norma and Elliot Hoffman Barbara Mark Dreyfuss Schonwetter Constance Wolf Nancy and Murray Irene and E. David* Metz Elaine and Saul Schreiber Sybil and Shelby Yastrow Hollenberg Susan and Herbert Miller Lenore and Eugene* Lois and Edward Zachary Penny and Arnold Horwitch Phyllis and Leonard Miller Schupak Beth Jo Zeitzer and Adam Eva Hubschman Elaine and Leonard Cecille and Mark Schwartz Nach Randi and Alan Jablin Millman* Rana and Joseph Schwartz Evelyn and Leon Zeitzer Stephanie and Frank Andi and Sherman Minkoff Sheila Schwartz Barbara and Barry Zemel Jacobson Shannon and Keith Mishkin Ruth and Edward Schwarz* Ann and Ted Zinman Bonnie Kabin and Steve Esta and Robert Mitchell Winkie and Ethan Schwartz Hadassah and Harold Weitzenkorn Nancy and Larry Moffitt Carol and Ken Seidberg Ziskin* Shari and Irwin Kanefsky Marilyn and David* Morris Julee Landau Shahon Audrey Zuckerman Carolyn and Morris Kaplan Beverly and Alfred Ellie and Donald* Shapiro Lois and Max* Zuckerman Sue and Robert* Karatz Mutchnik Tina and Irwin Sheinbein Shirlee and Earl Katz* Erika Schupak Neuberg Jan and Mark Shore *of blessed memory David Kazan* and Steven Neuberg Irving Shuman* Leo Kelman* Harriet Newman Sharon and Garry Shuster Ellen and Marc Kelman Aileen* and Meyer Osofsky Barbara and Barrett Silver Elaine and Rudolph Marvin Patack* Sara and Bob Silver Kirschner Annette and Irvin Warren Silver* Trudy and Mark* Klein Pearlstein* Edna Ora-Sitelman and Elaine and Ted Kort Ruth Pearson* Arthur Sitelman

2015 annual report | pg. 20 Create Your Fund at the Jewish Community Foundation The Jewish Community Foundation is here to help you fulfill your charitable goals and build a vibrant, enduring community. We have created a number of attractive, flexible giving options, and we are ready to assist you in determining which one best matches your needs.

Donor Advised Fund: Convenience. Ease. Flexibility. Think of a donor advised fund as your charitable checking account! It allows you to streamline and maximize your charitable giving. For many donors it can take the place of a private family foundation, with none of the headaches and at a fraction of the cost. Easily established with a gift of $10,000 or more and a simple agreement, you recommend grants to your favorite causes – locally, nationally and internationally – and the Jewish Community Foundation handles all the paperwork. You make tax- deductible contributions when it most suits you, and recommend grants from your named fund whenever the time is right. At tax time, all your annual charitable giving is condensed into a single report, eliminating the need to maintain separate records for all the organizations you support. You can even leave a charitable legacy for your children by making them successor advisors to your fund.

Permanent Endowment Fund: You can create a named, permanent endowment fund during your lifetime or by making a provision in your estate plan. Either way, the Jewish Community Foundation invests your contributions to ensure that your endowment fund remains a relevant, vital source of support for the causes you hold dear, for generations to come. You may choose from among the following types of endowment funds, or you may even combine them:

Designated Endowment Fund: With a designated endowment, you create a permanent fund to support one or more named charitable organizations. Each year the Jewish Community Foundation grants 5% of the accumulated fund balance to the charities you select. These organizations can count on your support forever.

pg. 21 | jcfphoenix.org Field of Interest Fund: With a field of interest fund, you set the priorities for funding, such as education, the environment, senior services, or any other area of concern. Through its competitive grants process, the Foundation annually awards 5% of these funds to organizations best serving your priority area(s).

Fund for Jewish Philanthropy: You may choose to have your named fund contribute to this unrestricted endowment fund, which supports the Jewish community’s ever-changing needs by funding innovative programs and projects. This fund also provides the community with much needed financial reserves, which can be drawn upon in times of crisis or natural disaster. Named gifts to the Fund for Jewish Philanthropy provide an indelible link between today’s needs and “Thank you so much for giving the promise of a strong and vibrant Jewish community for future generations. me the opportunity to go to camp for my last summer as a camper. Jewish Women’s Endowment Fund: You also may elect to have your named fund support the Jewish Women’s Endowment Fund. Established My life has truly been enriched in 2000 by a visionary group of concerned women, the Jewish Women’s Endowment Fund promotes social change by funding projects that with a great Jewish experience. expand and improve opportunities in all aspects of the lives of Jewish women and girls. I made many lifelong friends and I have learned much more about Supporting Foundation: Most donors prefer the simplicity of a the importance of Judaism. By donor advised fund or a permanent endowment fund, enjoying all the benefits of philanthropy, and leaving the work to the Jewish donating you are giving kids the Community Foundation. But for donors contemplating substantial charitable gifts, who seek active involvement in governance, same chance I had, to sleep in a investment and grant making, a supporting foundation may be the right answer – and a perfect alternative to a private foundation. cabin with many other friends, Supporting foundations work through the Jewish Community to laugh endlessly around a Foundation, but they have their own boards of directors and direct their own grant making. Unlike private foundations, supporting campfire, to have gone out of foundations enjoy the tax preferred treatment of a public charity and receive all of the benefits of associating with the Jewish Community their comfort zone, and to make Foundation. It’s the best of both worlds. memories that will be held near and dear to my heart.”

- 2015 camp scholarship recipient

2015 annual report | pg. 22 Ways to Give You may choose any number of ways to give through the Jewish Community Foundation, and we are ready to assist you. Current Gifts • Cash: Gifts by check or credit card are the simplest way to make a charitable gift. • Stocks, Bonds and Mutual Funds: Gifts of appreciated stocks, bonds and mutual funds give you a charitable deduction for the full market value of the assets, regardless of the price you paid. By donating to the Jewish Community Foundation you may also avoid capital gains taxes. • Life Insurance Policies: When you transfer ownership of a life insurance policy to the Jewish Community Foundation, you receive a tax deduction for the current value of the policy. If future premium payments must be made, you receive a charitable deduction for the amount of the premium paid to the Foundation. • Closely Held Stock: You may receive a charitable deduction for the fair market value and may avoid capital gains taxes by donating the stock of “Moving to Israel to study your business. medicine was a big step for me • Real Estate: You may donate your home or other real estate to the Jewish Community Foundation. You may even be able to continue living in your and this scholarship takes a home, or derive an income stream from your gift of real estate. large weight off my shoulders Future Gifts given my financial difficulties. • Bequest: When you name the Jewish Community Foundation in your will or trust to receive all or a portion of your estate, you create a permanent I can only promise to cherish charitable legacy in your name. this gift and keep striving for • Retirement Accounts: Your IRA, 401(k), or other retirement assets may be subject to double taxation that can greatly reduce their value to your heirs. excellence, as a student and By gifting other assets to your family and making the Jewish Community Foundation a beneficiary of your retirement accounts, you can reduce (or as a future physician, so that eliminate!) taxes and increase the impact of the assets you’ve worked your one day I will be able to do whole life to grow. • Charitable Gift Annuity: Make a charitable gift to the Foundation, and the same and contribute to receive an income stream for life, much of it tax-free. On your passing, future students.” the remainder goes to your fund at the Foundation, for the purposes you designate. – 2015 Dezso and Ilona Peter • Charitable Trusts: Charitable lead trusts and charitable remainder trusts can Memorial Scholarship recipient at provide considerable tax savings, significant charitable gifts, and assets for family. the Sackler School of Medicine at • Life Insurance: Naming the Jewish Community Foundation as a beneficiary of Tel Aviv University your life insurance policy allows you to leave a meaningful charitable legacy without reducing other assets you may wish to leave for family. Make the Foundation the owner of a new or existing policy, and receive substantial tax deductions now. • Real Estate: You can give your home, ranch or farm to the Jewish Community Foundation, continue to occupy the property for life, and enjoy an income tax deduction equal to the present value of the remainder interest in the property.

pg. 23 | jcfphoenix.org Establishing an Endowment How do I List the Jewish Community Fund in Your Estate Plan Foundation in my Estate? Whether you fund your endowment during your lifetime Creating an endowment through your will or trust is or after, almost anyone can create an endowment among the easiest ways to leave a lasting legacy to the through their estate. The steps are similar to those listed community. Your estate may also benefit from substantial on the previous page but the funds are gifted after your tax savings. You can designate a specific dollar amount, passing when you no longer need them. Contact the a particular asset, or a percentage of your estate as a Jewish Community Foundation for assistance, and we bequest to the Jewish Community Foundation. These will ensure a gift agreement is written so your exact funds underwrite the future of the Jewish community. charitable wishes are fulfilled. With a charitable bequest, you can strengthen our community without sacrifice in your lifetime.

The following are examples of language you may consider for your will or trust: TO ESTABLISH AN UNRESTRICTED ENDOWMENT: I give ______percent of my estate (or a specified dollar amount or property) to the Jewish Community Foundation of Greater Phoenix (Tax ID# 47-0874376) to be held and administered as part of the Jewish Community Foundation, with distributions to be made in accordance with the policies of the governing Board of the Foundation.

TO ESTABLISH AN ENDOWMENT FOR A SPECIFIC PURPOSE: I give ______percent of my estate (or a specified dollar amount or property) to the Jewish Community Foundation of Greater Phoenix (Tax ID# 47-0874376) to be held and administered as an endowment fund named ______with distributions to be made for the following purposes, and consistent with the policies of the governing Board of the Foundation.

TO ADD TO AN ESTABLISHED FUND: I give ______percent of my estate (or a specified dollar amount or property) to the Jewish Community Foundation of Greater Phoenix (Tax ID # 47-0874376) to be held and administered as an endowment fund, in the name of ______, according to the gift agreement on file.

Note: Seek independent legal or tax advice when determining your own estate plans.

2015 annual report | pg. 24 Setting the PACE The Harold and Jean Grossman PACE Society The individuals listed below have endowed or made plans to endow their Annual Gift to the Jewish Federation of Greater Phoenix, by creating a Perpetual Annual Campaign Endowment (PACE) for the Jewish Federation of at least $100,000. These generous men and women will leave a lasting legacy that will transcend generations to help the Federation and the Greater Phoenix Jewish community respond to the challenges of an ever-changing world.

“To make a difference is Donors listed on this page that have established an individual or family gift of $200,000 or more are recognized as members of the national Star of David Society not a matter of casual of Jewish Federations of North America.

occurrence of the tides. Benefactors of our Future: Julee Landau Shahon Nancy and Larry Moffitt Gifts of $2,000,000 + Berry and Erroll Sweet Harriet Newman People choose to make a Jean and Harold* Caryll and Gerald Aileen* and Meyer Grossman Webner Osofsky Phyllis and Leonard Inez and Alexander Ruth Pearson* difference. “ Friedel* White Sandra and Seymour Cheryl Hintzen-Gaines Barbara and Barry Rife and Ira Gaines Zemel Ann Ritt* ~Maya Angelou Verne and Morley Guardians of Our Heritage: Builders of Our Community: Rosenfield Gifts of $1,000,000+ Gifts of $100,000+ Joan Roth* Reda and Ronald Judy Ackerman and Maddy Roth Garlikov Richard Epstein Fran and Al Sachs Marlene and Lanny Lahr Joan Anderman* Sandra Sheinbein Claire and Seymour Sandra and Harvey Benée Hilton Spiegel Schonwetter Belfer Susan Waldbaum Anonymous Linda Benaderet Irene and Alan* Bernice and Sanford Berg* Weinberg Protectors of Our Tradition: Elaine and Joel Bernick Naomi* and Gerald Gifts of $200,000+ Mim and Mel Bottner Weiner Sally Leafman Sylvia Chase* W. David Weiner Appelbaum Francine Coles Marcia Weisberg Daron and Ron* Barness Mona and Sol* Crandell Sybil and Shelby Yastrow Sheila Cascade Corinne Ehrlich* Sheila Schwartz Anita and Jerome Ann Eliscu Gutkin Judith Engelman * of blessed memory Shari and Irwin Sharyn and Stuart Kanefsky Frankel Lion of Judah Bobbi* and Neal Kurn Jeanette Flom* Endowment (LOJE). Irene and E. David* Metz Linda and Steven This list reflects Harold Andi and Sherman Geringer and Jean Grossman Minkoff Yvette* and Jack PACE Society members Betty and Newton* Gilburne as of February 29, Rosenzweig Helen Gubin 2016. Harry Rosenzweig* Donna and Joel Kramer Joan Sparber Schocket Randi Friedel Jablin and Olin Schocket Judy and Nathan Laufer Elaine and Saul Schreiber Ina Levine* Lenore and Eugene* Phyllis and Leonard Schupak Miller

pg. 25 | jcfphoenix.org Forward Thinkers Leaders in Philanthropy For thousands of years, the Jewish people have taken knowing that our actions today will impact tomorrow. With responsibility for the survival and well-being of our community heartfelt appreciation, we acknowledge the individuals, and the world through education, tzedakah and acts of loving families, foundations and estates whose contributions kindness. We assume this responsibility for ourselves, our prove that philanthropy is a powerful agent of change and families and for countless others whom we will never meet, indispensable to the future of our community.

Donor Advised Esther Fogel* and Jeffrey C. and Cynthia Abe J. Rosenthal Cary* and Gail Zucker Funds Sharon Kelty* S. Kleiman Alfred D. and Frances Anonymous ABLE Financial Group Bernard Fogelson Bryan and Michelle T. Sachs Family Myra and Jim Baum Family Kort Family Steve and Diane B’nai Tzedek Funds Phyllis and Diann Frazer Family Kur Family Sandler Family Louis Aaron Legacy Cheryl Hintzen-Gaines Neal Kurn and Sue Gene* & Lenore Simon Essig Aberg Belfer Family and Ira Gaines Yaffee Kurn Schupak Mollie Adatto Jessica Biliack Reda and Ron Sue Yaffee Kurn Schon Family Donor Taylor Alphabet Grossman Memorial Garlikov Lanes Family Advised Fund Daniel Anderson Michael and Carmela Barbara and Bruce Betty Leibsohn Jennifer and Steven Michael Anthony Blank Family Goldberg Family Bernard and Shirley Schwarz Shanice Anthony B’Lev Ari - The Ari Lillian, Jacob, and Levine Family Scult Family Samuel L. Aronowitz David Block Hyman Goldstein Pnina Levine and Dean E. Donald* and Rebecca Asher Foundation Gottschalk Family Alan Gold Merle Shapiro Family Michaela Asher Ronald S. Bookbinder Irving* and Rita William S. and Shir Hadish Pear Dean Avrahami Family Greenberg Ina* Levine Family Joseph Bacal Richard and Laura Lynn B. Grenberg Steffen and Jenna Nancy Silver Dylan Bachus Bricker Jerry* and Thelma Lipofsky Silver Family Emily Bachus Dr. Jack & Virginia Gross Family Lodestar Jewish Silver Hendricks Rosalyn Bacal Brooks* Harold* and Jean Robert J. Lord & Janet Silver Philanthropic Amy Baer Sumner* & Corrine Grossman W. Lord Family Daniel J. and Evelyn David Baer Brooks Gubin Family Daniel N. Lucas G. Simon Rachel Baer Buseck Family Susan and Jonathan Lustiger Family SMS Financial Braden Bailie Cabot Family Harris Family Max Mallin* Stu Turgel David Banen Jared Celniker Herrman Juda Family Jonathan D. and Dr. Murray and Roslyn Louis Banen Jay Chernikoff Benée J. Hilton Family Martha F. Mann Vinnik* Sam Banen Haley Brooke Coles Shari Hilton Barry and Lori Webner Family Arielle Barrow Samuel Brandon Coles Steven J. Hilton Markson Libby & Bernie Weiner Max Barkley Zachary Adams Coles Family Irene and E. David* Naomi* and Gerald Taylor Barron Sheila and Milton* Philip and Judith Metz Weiner Jillian Bassett Corwin Hirsch* Michels Family Henny Weiss Steven Bassett Dr. Michael and Carol Rachel and Jonathan Phyllis and Leonard Dr. Alexander and Madeline Beck Dean Hoffer Family Miller Inez White Josh Belgrad Paul and Flo Eckstein Alan and Randi Jablin Keith Mishkin Sybil and Shelby Risa Beliak Arthur D. Ehrenreich Bernard L. and Dora D. Mitchell Family Yastrow Family Rachel Berger Fallen Celniker Family Jacobs* Colette and Benjamin Young Jewish Funders Abrie Berkowitz Evelyn and Ralph* Jewish Women’s Myers of AZ Tiffany Berman Feffer Jr. Giving Circle New Hope Partners Carole and Alan Karri Bernstein Ira S. and Susan B. Morris and Carolyn David and Lisa Pinkus Zeichick Sam Bessen Feldman Family Kaplan Arnold* and Elodee Lee Zeitouni Austen Blackwell Avi Feller Richard Kasper and Portigal Scholarship Fund Aaron Blitz Jonathan Feller Julia Rosen QA Zeitzer Family Samuel Blitz Sharona and Daniel David and Bernice Herschel and Valerie Barry and Barbara Ethan Blyn Feller Kazan* Richter Zemel Family Kian Bobrow Allan J. Flader Kirschenbaum Family Rogoff Family Ann and Ted Zinman Miasha Bodin

2015 annual report | pg. 26 Michael M. Bodin Sarah M. Harris Shira Mizel Hannah Shanken Daniel Waxman Alisa Boninger Reed Heller Lauren Motzkin Adam Sherman Sam Waxman Dayna Broder Eva Hilton Leah Motzkin Danya Sherman Leah Weich Kari Broder Ilana Hoffer Molly Mychaels Jessica Sherman Jake Weinbaum Dylan Brooks David Holden Aaron Nach Liana Sherman Justin Weinbaum Jordan Brooks Audrey Hummell Ben Nach Lyndsi Sherman Brett Weiss Julia Chugerman Damon Jung Reuben Nach Mat Sherman Jeremy Winkelman Jacob Cohen Tessa Anne Jung Arielle Nagle Emily Shore Flori Witenstein Jordan Cohen Ethan Kahn Maia Nagle Jacob Shore Ileyna Witenstein Maxwell Cohen Gabrielle Kahn Rachel Neuberg Eden Shuster Matthew Witenstein Hannah Cooper Jacob Kannel Simcha Newman Gahl Shuster Amanda Zucker Jared Cooper Haley Kaplan Josh Nowak Adam Silver Nathaniel Cooper Jordan Kaplan Rachael Nowak Jeffrey Silver Charitable Gift Sarah Damsky Adam Kasper Alison Ochs Doris Lynn Singer Annuities Grace Dimond Sydney Kasper Jessica Padover Noah Sinykin Ann Eliscu Jack Dimond Ryan Kates Lee Padover Geoffrey Slepian Mort Lippman Adam Dobrusin Ben Kaufman Emma Paikowsky Rachel Slepian Edward Quen Daniel Dodell Joshua Kaufman Coby Palivathukal Scott Slepian Kyle Dominy Savannah Kaye Ari Chaim Pantiliat Ariana Sokolov Designated & Field Rachel Dominy Faith Kessler Aaron Patterson Mariel Sokolov of Interest Funds Joshua Eggler Renee Kessler Dylan Patterson Lanni Solochek Hannah & Philip Zachery Eggler Joseph Klores Spencer Patterson David Spiegel Adelman Joshua Ellis Sage Knapp Max Pernick Liam Spiegel Paul & Norma Doug Elson Ben Kort Avery Polster Addi Steinberg Agranoff Gregory Elson Katie Kort Julien Polster Joshua Steinberg Rabbi Louis & Rebecca Andrea Ference Aliza Kravitz Daniel Pressman Sari Stein Barish* Aaron Flegenheimer Jordan Kravitz Rachel Pressman Seth Stein Ted Barkin Family Grant Frailich Brian F. Kur Alexis Quen Ben Stock Kenneth & Barbara Amanda Freed Hannah Ladin Justin Quen Alex Stoken Batko Jason Friedman Jacob Ladin Samantha Quen Molly Stoneman Linda Benaderet Sarah Friedman Dara Lamden Zachary Quen Arianne Y. Storch Helen Bender* Isaac Gealer Gregory Lamden Gideon Rafal Emanuel Storch Beth El Congregation Benjamin Joseph Nathan Landau Rebecca Red Horse Julianna Storch Rabbi Mark & Fredda Gelbart Andrew Laufer Adam Redleaf Carly Straus Bisman Julia Gellman Rachel Laven Rachel Redleaf Elana Straus Bureau of Jewish Cole Geringer Zachary Laven Rebecca Reiben Conner Svetly Education Levi Gettleman Jordan Lee Alex Ricciardelli Grady Svetly Carmen and Michael Alana Gitt Daniel Leibsohn Jordana Barness Joey Svetly Blank Jewish Career Jake Gitt Joey Lernor Ricketts Jenny Swift Services Jonathan Gitt Ben Leshin Michelle Riffer Naomi Tasky Michael & Carmela Jenna Glickman Andy Levin Breana Roberts Jordan Teitelbaum Blank Family Elena Gold Tess Levin Jaclyn Roberts Sean Titus Philip* & Sandra Block Noah Gold Zack Levin Adin Roemer Sammie Toughill S. Jack Bromfield* Eric Goldman Benjamin Lieb Danielle Rosenberg Nikki Turner Karen & Jay Bycer Jessica Goldman Daniel Lube Abe J. Rosenthal Eli Tyre Francine L. Coles Jacob Goldstein Kayla Martin Annie Rosenthal Sally Tyre Council for Jews with Noah Goldstein Shayna Martin Gabby Rozio Emily Ulan Special Needs Sara Goldstein Danny Marsh Jesse Rozio Alyssa Unell Congregation Beth Aaron Gonsher Jacob G. Matney Scott Rubenstein Gennifer Unell Israel Second Century Jessica Gordon Erica Mayer Zachary Rubenstein Mitchell Victor Roy & Marcia Corwin* Shlomo Emily Mackenzie Aaron Sachs Chloe Vitoff Family Grafstein-Klemow Jackie Mendelson Ian Sachs Leah Wachs CRC Interfaith Mission Michael Groetsch Benjamin Miller Ethan Schnaid Ben Waitkus Fund Chelsea Gulinson Hannah Miller Molly Schultz Ben Walker Ada & Charles Jacob Gulinson Jacob Miller Joshua Schwartz Samara Walker Creighton* Alexandria Guthart Jason Miller Max Schwarz Adin Warner Michael & Carol Dean Sophia Gutman Joel Miller Jack Schwimmer Sarah Warner Michael & Carol Dean Gabrielle Hafalia Madison Miller Max Schwimmer Gabi Wasserman Teaching Excellence Elexa Hammer Jared Mishlove Alex Segal Hannah Wasserman Amy & Jacob Dominy Haley Hammer Jessica Mishlove Arin Segal Jonathan K. Jay & Dee Epstein Jaclyn Hammer Jordan Mishlove Andrew Shalen Wasserman Rosanna Bodanis pg. 27 | jcfphoenix.org Farber Memorial Kennedy AZA Education Sheila Cascade Sanford & Bernice Sharona & Daniel Jonathan Weinberger Olin Schocket & Joan Francine L. Coles Berg* Feller Memorial Sparber Schocket Mona Crandell Cabot Family Mitchell Flatow and Bryan & Michelle Kort Ruth & Edward * Corinne Ehrlich* Sylvia Chase* Michael New Elaine & Ted Kort Schwarz Ann Eliscu Faye Chodor* Sandy Fox & Jess Alvin S. Kraus* Jennifer & Steven Judith Engelman Ada & Charles Finerman* in loving L’aretz Israel Schwarz Jeannette Flom* Creighton* memory of Marcy Scholarship Carol & Kenneth Sharyn Frankel Max & Mildred Effron* Finerman Lewis Belle Latchman* Seidberg Phyllis J. Friedel* Jay & Dee Epstein Sharyn Frankel Community Service Irwin & Tina Sheinbein Cheryl Hintzen-Gaines Leon & Martha Felder* David & Marilyn Award Family Reda Garlikov Brandy Fishman* Frazer Nelson & Lisa Lerner Barbara & Barrett Linda Geringer Leonard Friedel* Joan M. Frazer Warren and Judith Silver Yvette Gilburne* Charles Friedman* Memorial Levenbaum Silver Family Jean Grossman Ira Gaines Ira Gaines Howard A. Levey Allen Simon Helen Gubin Ronald & Reda Reda and Ronald Memorial Daniel J. & Evelyn Anita Gutkin Garlikov Garlikov Sara Levitz* Study In G. Simon Benée Hilton-Spiegel Gutkin Family Sol & Esther Geller Israel Clare & Milton Small Randi Friedel Jablin Louis Gross & Joan Memorial Kelly Lieb Jacqueline & Paul Sharon P. Kanefsky Blau Gross Gift of Israel Program Dr. Herbert & Seema Solomon* Bobbi Agron Kurn* Harold* & Jean - JCA Liston Stander Family Marlene Lahr Grossman - Pooled Donald* & Irene Lubin Wayne Stutzer Judy F. Laufer Harold & SandraLou Barbara Gold & Mark Daniel N. Lucas Berry and Errol Sweet Ina Levine* Hatkoff Jones Rabbi Alicia & Itzhak Dr. Abraham Tamis Irene Metz Sidney R. & Joan F. Naomi & David Magal Memorial Phyllis S. Miller Jacobs* Goodell Kenneth Maltenfort Labe Eric Targovnik* Andi Minkoff Irwin Kanefsky Family Murray & Dottie Memorial Scholarship Harriet J. Newman Robert H. Karatz* Goodman Mandel Family Music Temple Beth Sholom Aileen Osofsky* David Kazan* Gottschalk Family Scholarship of the East Valley Ruth B. Pearson* Joel & Donna Kramer Joseph & Fay Gross E. David* & Irene Metz Dr. Sylvain Van de Rijn Sandra Kent Rife Neal Kurn Memorial Jewish Education Memorial Ann Ritt* Lanny Lahr Harold* & Jean E. David Metz* Paul Vermes Verne Rosenfield Shirley Langerman Grossman Israel Scholarship Memorial Disabled Joan Roth* Irwin* & Eleanor Light Experience Irene Metz Jewish Youth in Israel Maddy Roth Albert Linstad Nestor & Susan Free Loan Walk To Israel Fran Sachs Donald* T. & Irene Guzman Susan & Herbert Miller Harry & Jeanette Claire Schonwetter Lubin Harold & SandraLou Nancy & Larry Moffitt Weinberg* Elaine Schreiber Daniel Lucas Hatkoff David* & Marilyn Naomi* & Gerald Lenore Schupak Max Mallin* Adrien Herzberg Morris Weiner Sheila Schwartz Sylvia & Sol Mallin* Leo & Rita Hiller* Aileen Osofsky* Dr. Max & Lillian Julee Landau Shahon E. David Metz* Babette Himler Adult Jewish Women’s Weiner* Sandra Sheinbein Sherman Minkoff Education Memorial Passages Fund Inez & Alexander Berry Sweet Nancy & Larry Moffitt Babette Himler Dezso & Ilona Peter White Susan Waldbaum Irvin & Annette Memorial Memorial Constance Wolf Caryll Webner Pearlstein* Eva Hubschman Helen Pezdirtz Zeitzer Nach Family Irene F. Weinberg Dr. Morley Rosenfield Bernard & Dora Physically Ann and Ted Zinman Naomi Weiner* Jacques & Ida Jacobs* Disadvantaged Ziskin Family Marcia Weisberg Rosenman* Sidney R. & Antoinette Jewish Children Zucker Girls Inez White Rosa & Isaac Jacobs Memorial Shirley Pleskow Youth Anonymous Sybil Yastrow Rosenzweig* Youth Aliyah Aliyah Memorial Barbara Zemel Harry Rosenzweig* Scholarship Laurie & Gary Ringel Lion of Judah Funds Joel Schaller Frank and Stephanie Robert & Susan Roth (LOJE) Perpetual Annual Olin Schocket & Joan Jacobson Raymond & Helen Judy Ackerman Campaign Funds Sparber Schocket Jewish Day School Sarocco* Joan Anderman* (PACE) Jennifer & Steven Scholarship Joel Schaller Sally Leafman Paul & Norma Schwarz Jewish Women’s Rabbi Marty & Appelbaum Agranoff Daniel J. & Evelyn G. Endowment Roberta Scharf Daron Barness Rabbi Louis & Rebecca Simon Philip & Elaine H. Jay and Deborah Sandra Gurland Belfer Barish* Florence and Sanford Katzke* Schechter Dr. Linda Benaderet Ron Barness* Sunkin Leo & Evelyn Kelman* Scheiner Family Elaine Bernick Otto* & Ronnie Errol & Beryl Sweet Marc & Ellen Kelman Max Schlissel* Mim Bottner Bendheim

2015 annual report | pg. 28 Dr. Abraham & Lillian Education Fund Paul & Norma Katzke* Sidney & Bette Wolfe Tamis* Temple Beth Shalom Agranoff Richard G. Kinsler Zeitzer Nach Family Estelle Victor* - Babette Himler* Fund Rabbi Louis & Dr. Rudolph & Elaine Barry & Barbara Gerald Webner - Melvin Levin Rebecca Barish* Kirschner Zemel David Weiner Endowment Fund Daron & Ron* Dr. Kathryn Klein Max* & Lois Dr. Max & Lillian - Milton Hal Barness Memorial Zuckerman Weiner* Pearlman Ann Baumrind Mark & Trudy Klein Dr. Alexander White Endowment Fund Helen Bender Bryan & Michelle Kort 10/30 Society Barry Zemel Temple Chai Dr. Joseph E. Bertha & Jack Ladin Diane and John Anonymous - Barbara Chulew Bernstein* Family Memorial Eckstein Scholar-In- Michael & Carmela Ruth Landau Ursula and Burt Agency & Synagogue Residence Fund Blank Family Samuel Langerman Freireich Funds - Charles Jacob Coles* Philip* & Sandra Block Memorial Naomi and David Arizona Jewish Scholarship Fund Dr. Jack & Virginia Anne Leventhal Goodell Historical Society - Eckstein Adult Brooks* Memorial I. Jerome Hirsch Bureau of Jewish Education Randee Burg Tom & Sheri Levin Iva and Lawrence Education Endowment Fund Faye Chodor Frank Lewis Hirsch - Joseph Rubin* Israel - Ruth Freedman Memorial Herbert* & Harriet Karen Hirsch Scholarship Memorial Torah George Cohen & Leviton In Memory of S. Endowment Endowment Fund Amanda Weaver Dr. Herbert & Seema Walter Hirsch Congregation Or - Paul & Judi Glass Milton Corwin Liston Robert H. Karatz* Tzion Beit Midrash Fund Memorial Sam & Selma Mackoff Esther and Samuel - Building Fund - Lauren Kaye Ada & Charles Sylvia & Sol Mallin Kates - Barbara Mark- Memorial Special Creighton* Memorial James H. Kaufman Dreyfuss Needs Scholarship Sylvia Dimond Leonard & Elaine Evelyn and Leo Spiritual Specialist Endowment Fund Memorial Millman* Kelman* Fund - Melanie Schulman Lory & Ronald Fischler Mitchell Family Samuel Langerman* - Roz Goodell Fund Memorial Zdenka Fischman Nancy & Larry Moffitt Zoe and Harrison Council for Jews with Endowment Fund Memorial Myland Family Levy* Special Needs - Program Fund Martha Flom Eleanor Nacheman Irene and E. David* - Council Properties, - Schwimmer Memorial Memorial Metz LLC Fund Schenkein Joe Fuchs Memorial Ruth Pearson* Aileen* and Meyer Jewish Community of Endowment Fund Norman J. Fuchs* Daniel Pollack* Osofsky Sedona & the Verde for the Arts In Honor Family David Rich* Ruth B. Pearson* Valley of Cantor Sharona Sam & Cappy Gallant Valerie & Herschel Newton Rosenzweig* - Endowment Fund Feller Memorial Richter Joan* and Sheldon - Cultural - Shirley & Al’s Reda and Ronald Laurie & Gary Ringel Roth Endowment Fund Passover Pantry Garlikov Dale & Nate Sachs Star Sacks* Jess Schwartz Endowment Fund Rabbi Rafael Rabbi Marty & Esther and Irvin College Prep - Sisterhood Youth Goldstein Family Roberta Scharf Sattler* Endowment Fund Group Endowment Naomi & David Joseph & Rana Sheinbein Families Phoenix Jewish Free Fund Goodell Schwartz Irving Shuman* Loan Temple Kol Ami William & Barbara Morton and Arlene Janice and Herb* - Perpetuity Fund Valley Beit Midrash Greiff Scult Sperber - Operations & Loan - Seymour Sacks Victoria Harris Irv Shuman Memorial Helen and Jerry* Fund Lecture Fund Neil Hiller Family Warren M. & Judith Wisotsky Jewish Family & - Reserve Fund Babette Himler* G. Silver Memorial Marcia Horn and Children’s Service Yeshiva High School Rachel & Jonathan Paul & Jacqueline Randy Yavitz - Philip & Judith - Harold and Annette Hoffer Family Solomon* Anonymous Hirsch* General Fund Goetz Scholarship Arnold Horwitch Barry Starr* - R. Tannenbaum Fund Family Wendy Sternberg Bereavement Fund Bernard & Dora Dr. Sylvain Van de Rijn Jewish Genetic Fund for Jewish Jacobs* Memorial Diseases Center Philanthropy Sidney R. & Antoinette Naomi* & Gerald of Greater Phoenix Merrill & Rhoda Jacobs Memorial Weiner - Harvey & Marge Abeshaus Richard Kasper and Weinberg Family Kaplan Fund Ian & Wendy Julia Rosen Dr. Max & Lillian - Kathy Ehrlich Ackerman Esther & Sam Kates Weiner* Memorial Fund Helaine & Mitchell Memorial Morris Wildman National Jewish Adler Philip & Elaine H. Memorial

pg. 29 | jcfphoenix.org The Shabbat Project

Hettena Day Center, Jerusalem, Israel

2015 annual report | pg. 30 Investment Performance The Foundation’s investment portfolio showed a loss of 2.1% Throughout all market volatility, it is important to remember in 2015, reflecting the overall 2015 investment market. The that as a Foundation, we invest for the long-term. We employ portfolio’s performance in market volatility can be seen in the prudent investment strategy, sound asset allocation, solid following illustration of market return by year. investment guidelines, keen oversight and quality leadership. We are confident that the Foundation’s investment portfolio, Despite several years of negative return in these volatile along with our national economy, will continue on its current years, the portfolio has earned a cumulative 6.9%, consistently upward trajectory.* beating our investment benchmarks.

Market Return: 2002 - 2015

2013 2014 2015

Investment Holdings US & Foreign Securities State of Israel Bonds US and Foreign Securities $23,557,163 Multi-Strategy Hedge State of Israel Bonds $305,000 Funds Diversified Fixed Multi-Strategy Hedge Funds $6,794,763 Income Diversified Fixed Income $11,318,618 Total Investment Holdings $41,975,544

*A complete copy of our audited financial statements are available upon request.

pg. 31 | jcfphoenix.org Foundation Financials 2015 2014 Assets Cash $1,090,249 $1,510,421 Prepaid Expenses and Other Receivables $38,147 $10,077 Investments $41,975,544 $46,631,295 Cash Surrender Value of Life Insurance $1,093,363 $1,027,849 Receivables Beneficial Interests in Charitable Remainder Trusts $52,118 $70,714 Property and Equipment, Net $48,676 $52,603

Total Assets $44,298,097 $49,302,959

Liabilities Accounts Payable and Accrued Liabilities $43,453 $60,881 Grants Payable $93,694 $37,666 Funds Held for Other Not-for-Profit Organizations $4,685,991 $5,743,520

Net Assets Unrestricted Net Assets $14,109,726 $17,346,219 Temporarily Restricted Net Assets $5,199,235 $6,215,806 Permanently Restricted Net Assets $20,165,998 $19,898,867

Total Liabilities and Fund Balance $44,298,097 $49,302,959

2015 annual report | pg. 32 The Foundation of the Foundation The JCF Board of Directors, Committees & Staff Comprised of highly respected leaders in our community, the Board for their invaluable assistance and guidance and to Jewish Community Foundation’s Board of Directors ensures acknowledge the numerous volunteers that give of their time that we adhere to our mission, goals and guiding principles, and talents as members of the JCF’s various committees. The while exploring innovative ways in which the Foundation can longevity and impact of the Jewish Community Foundation serve the Jewish community. of Greater Phoenix are a product of the vision and dedication of these remarkable individuals. We take this opportunity to thank the members of our

2015-2016 BOARD OF DIRECTORS Beth Jo Zeitzer, Chair Robert Roos, Vice Chair Richard Kasper, President and Chief Executive Officer Alan Gold, Treasurer Jonathan Hoffer, Secretary

Howard Cabot Lory Fischler Joey Lernor Dean Scheinert Honorary Board Member Francine Coles Allan Flader Deborah Miller Mark Sklar Neal Kurn Bradley Dimond Jeff Geyser Hannah Miller Stuart Wachs Lee Eisinberg Victoria Harris Sandy Rife David Weiner Daniel Feller Jeff Kravetz Julee Landau Shahon Lee Weiss

PAST CHAIRS Neil Hiller Neal Kurn Irvin Pearlstein* David Weiner Milton H. Corwin* I. Jerome Hirsch Saul Lebeau* Harold Shapiro* Steve Geringer Robert Karatz* I. Harrison Levy* Warren Silver* * of blessed memory Naomi Goodell Bryan Kort Leonard Miller Mark Sklar

AUDIT & Francine Coles Bob Silver Robert Altshuler Deborah Miller Sheryl Quen COMPLIANCE Brad Dimond David Weiner Adrian Betts Scott Pilchard Director of COMMITTEE Lory Fischler Lee Weiss Ben Benedict Andrew Plattner Grants and Victoria Harris, Chair Joe Freeman Beth Jo Zeitzer Linda Bowers Alan Sandler Communications Mitch Adler Rebecca Light Mark Bregman Dean Scheinert Bradley Dimond Deborah Miller NOMINATING, Adam Brooks Duke Schwartz Rachel Rabinovich Neil Hiller Nancy Moffitt GOVERNANCE Tanner Detro Richard Smith LIFE & LEGACYTM David Weiner Maia Nagle & BOARD Brad Dimond Michelle Tran Program Director/ Sandy Rife DEVELOPMENT Lee Eisinberg Phillip Visnansky Director of Special FINANCE, Gary Ringel COMMITTEE Steven Fox David Weiner Projects ADMINISTRATION Rabbi Tracee Rosen Lee Eisinberg, Chair Lauren Garner Jeremy Wright & BUDGET David Weiner Jonathan Hoffer Noel Gerson Beth Jo Zeitzer Andrea Cohen COMMITTEE Beth Jo Zeitzer Robert Roos Marsha Goodman Director of Youth Alan Gold, Chair Julee Landau Lisa Hirsch Handley FOUNDATION STAFF Philanthropy Bradley Dimond INVESTMENT Shahon Tim Heileman Richard Kasper Lee Eisinberg COMMITTEE David Weiner Neil Hiller President and Chief Ernie Muntner Bryan Kort Dean Scheinert, Beth Jo Zeitzer Jeff Kirshner Executive Officer Administrative David Weiner Chair Jeff Kravetz Assistant Beth Jo Zeitzer Allan Flader PROFESSIONAL Melissa Lange Donna Corcoran Neil Hiller ADVISORY Shari Levitan Director of Finance GRANTS Bryan Kort COMMITTEE Herman Lewkowitz and Operations COMMITTEE Joey Lernor Alan Gold, Co-chair Nora Mandel Robert Roos, Chair Sherman Minkoff Victoria Harris, Ilene McCauley Max Cohen Dean Scheinert Co-chair Susan Menchaca

pg. 33 | jcfphoenix.org The Foundation of the Foundation The Jewish Community Memberships & The JCF Board of Directors, Committees & Staff Foundation gratefully Affiliations acknowledges the American Institute of Certified Public Accountants Arizona Grantmakers Forum generous support of: Harold Grinspoon Foundation Jewish Federations of North America Jewish Funders Network Jewish Teen Funders Network Maricopa County Local Board, Emergency Food and Shelter Program Partnership for Philanthropic Planning Planned Giving Roundtable of Arizona State Bar of Arizona The Wexner Foundation

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Editor: Sheryl Quen 12701 N. Scottsdale Road, Suite 202 Design: Nicole La Cour Design Scottsdale, Arizona 85254 We apologize for any errors or Tel: 480.699.1717 | Fax: 480.699.1807 omissions in this report. Email: [email protected] | www.jcfphoenix.org

2015 annual report | pg. 34 jcfphoenix.org

12701 N. Scottsdale Road, Suite 202 Scottsdale, Arizona 85254 Tel: 480.699.1717 | Fax: 480.699.1807 Email: [email protected]