Important contact numbers Keep this card handy—on the fridge or by your computer— so you can refer to it when you need to get things done. 4950 Murphy Canyon Road San Diego, CA 92123 Phone: 858-279-2740 Fax: 858-279-6105 www.jcfsandiego.org Defining Our Future www.createajewishlegacy.org Annual Report 2005 To email staff: [email protected] Together, we can make a difference To receive more information about the Foundation, please fill out the following information and return the postage-paid card. I am interested in learning more about: I Donor Advised Funds and Family Foundations I Create a Jewish Legacy and the Endowment Leadership Institute I Community Youth Foundation I Jewish Women’s Foundation I How to make a gift to the Foundation I How to create a legacy for the community The best way to contact me is by: I Telephone I Email I U.S. mail 4950 Murphy Canyon Road Tel (858) 279-2740 NAME San Diego, CA 92123 www.jcfsandiego.org ADDRESS PHONE EMAIL ADDRESS Important contact numbers Keep this card handy—on the fridge or by your computer— so you can refer to it when you need to get things done. definingDefining Our Future our future 4950 Murphy Canyon Road San Diego, CA 92123 Phone: 858-279-2740 Generations Fax: 858-279-6105 www.jcfsandiego.org Community www.createajewishlegacy.org To email staff: Legacy [email protected] Leadership NO POSTAGE NECESSARY IF MAILED IN THE UNITED STATES BUSINESS REPLY MAIL FIRST-CLASS MAIL PERMIT NO. 28269 SAN DIEGO, CA POSTAGE WILL BE PAID BY ADDRESSEE JEWISH COMMUNITY FOUNDATION 4950 MURPHY CANYON ROAD SAN DIEGO, CA 92123-9384 Mission, Vision, Values 2 Community Youth Foundation 25 Letter to the Community 3 Jewish Women’s Foundation 26 History/Year at a Glance 4 Legacy 27 Generations 5 Create a Jewish Legacy 28 Family Foundations 6 Endowment Leadership Institute 31 contents Donor Advised Funds 7 Book of Life 32 Memorial Funds 10 Foundation Legacies 34 Endowments 11 Financials 35 Ways to Give 11 Financial Highlights 36 Community 12 Investment Results 38 Grant Highlights 13 Leadership 39 Foundation Giving Repairs the World 14 Committees 40 Grantee Organizations 16 Officers 42 Community Grants 23 Board of Directors 43 Community Partners 24 Past Presidents & Foundation Staff 44 Jewish Community Foundation 1 Annual Report 2005: Defining our Future Mission Vision Values The Jewish Community As a primary, trusted Tzedakah (justice): Foundation promotes and expert resource for ethical responsibilities, philanthropy through philanthropy, the Jewish sacred work, tikkun olam meaningful partnerships Community Foundation with donors and will engage, educate and Dor L’dor (generation to community organizations inspire generations of generation): passing on in achieving charitable givers throughout the values, strengthening goals and increases Jewish community. future generations, the current and future importance of elders and support for a vibrant and youth secure Jewish community Kavod (respect): listening, in San Diego, Israel and responsiveness, around the world. acts of loving kindness, being inclusive, integrity, truthfulness Torah (learning): love of “Establish the work of thy hands Judaic wisdom and teachings that it may long endure.” TALMUD Jewish Community Foundation 2 Annual Report 2005: Defining our Future Dear Friend, The Foundation presents this report to the community with respect and gratitude for all we have done together—and all we need to do. The Foundation’s highly competent and hard working On the following pages, you will read about the many staff continues a long history of careful planning, goal individuals, families and organizations that work with setting, and measurement and evaluation of progress. the Foundation to keep our community strong and We know how precious community resources are, and vibrant. You will also review the astounding success of a letter we use them wisely. At the forefront of our efforts is our to our our Endowment Leadership Institute. You will learn sincere attention to providing quality service. We can community about the engagement of our youth and the strategic never take our success for granted but must earn it day efforts of the Jewish Women’s Foundation. by day, with each encounter. The two of us take our leadership roles very seriously And so, we invite you to study this report, call us, and understand that the Foundation must be carefully ask questions, and join with us to define the future governed and managed. Our board reflects top leadership of our community. in the community. As a group, we go far beyond what is legally required. Our tradition demands strong board governance—full integrity, strict adherence to values, rigorous decision-making and open, transparent Edgar Berner Marjory Kaplan communications. President Executive Director “A community is too heavy for one person to carry alone.” DEUTERONOMY Jewish Community Foundation 3 Annual Report 2005: Defining our Future History Year at a Glance In 1967, a group of leaders established During the last year, the Jewish Community Foundation continued to work with our the Jewish Community Foundation, the partners to define the future of San Diego’s Jewish community. first organization of its kind in the I Almost $46 million was awarded to programs in both the Jewish and general region. Their vision was clear: to provide communities—3,600 grants to nearly 800 organizations. for the future, to pass on key values, and to ensure that Jewish San Diego is I The number of donor advised funds reached 368, including 36 new funds. forever vibrant and secure. Twelve families established a current or future gift for the Foundation’s Jewish Since then, the Foundation has worked Community Endowment. to fulfill the dreams of its founders. By I The Endowment Leadership Institute and Create a Jewish Legacy programs transmitting the legacies of those who came before us, we ensure that our prioritized planning for the future security of the Jewish Community. children’s children know what it means In 2004/2005, more than 200 families stepped forward to promise an estimated to be Jewish, guarantee Jewish life in $44 million in legacies to 35 Jewish organizations. San Diego now and tomorrow, and help I Returns for the Foundation’s investment pools exceeded comparable benchmarks. to build a brighter future. I The Foundation was named the fastest growing organization of its kind by the United Jewish Communities for the second year in a row. I Charity Navigator awarded the Foundation the highest four star rating for operational efficiency. I The Jewish Women’s Foundation funded its first program, Supporting Jewish Single Parents, and grew to include 42 members. I More than 1,400 individuals partnered with the Foundation by contributing to a Fund or participating in a program. Jewish Community Foundation 4 Annual Report 2005: Defining our Future generationsgen·er·a·tions: A group of individuals regarded as having common cultural or social characteristics and attitudes Family Heritage Shared Values History Jewish Community Foundation 5 Annual Report 2005: Defining our Future Family Foundations Family Foundations are separate and perpetual nonprofit entities that qualify as public charities because of their affiliation with the Jewish Community Foundation. Each foundation has a unique grantmaking mission, and is governed by a Board of Directors, including donor and community representatives. generations “We received a strong message from our parents that after Chortek Family Foundation providing for our family’s needs, Foster Family Foundation we must provide for the community’s needs. Through Galinson Family Foundation our foundation, we pass Polis-Schutz Family Foundation this value on to future generations and repay the community Slate Family Foundation (in formation) for all it has given us.” Stone Family Foundation MURRAY & ELAINE GALINSON Turk Family Foundation (in formation) Viterbi Family Foundation Jewish Community Foundation 6 Annual Report 2005: Defining our Future Donor Advised Funds A Donor Advised Fund is an individual charitable fund that allows you to make a tax-deductible contribution (minimum to establish is $1,800) and then recommend grants in the name of the fund to qualified organizations in the Jewish and general community. Names featured in color indicate funds established in the last year. Alternative Families Laurence & Cindy Bloch Elaine & Bob Cohen Delsee & Jeff Altman Bloom Family (Barbara) Florence Cohen generations Lisa & Steve Altman Bloom Family (Ruth) Helen & Hal Cohen Irving & Cecelia Appelbaum Blotner Family Howard & Toby Cohen Bark Family Lester & Marion Blumenthal Josh & Tracy Cohen “Setting up donor advised funds Barsky Family Roger & Marilynn Boesky Cohen-Edelstein for our children enabled us Michael Bartell & Melissa Irene & Ben Borevitz Joseph Cohen & Martha to share how exciting and Garfield Bartell Erik Jordan Branson Farish Joan Beber H. Kenneth Branson Melvin & Betty Cohn gratifying philanthropy can be. Becca Michael & Rachel Brau Martin & Marilyn Colby They support the causes important Herbert L. & Marcella D. Lisa Braun-Glazer Rabbi Laurie Coskey Beckett to them while accessing the Robert & Lillie Breitbard Martin & Pearl Cutler Ruth & Irvin Belenzon Brewer Family Julie & Paul Datnow Family resources of the Jewish Jeffrey & Kim Belk Courtney Brodie Dimont Family Community Foundation.” Sondra & Robert Berk Mitch & Merle Brodie Family H. Lee Druckman Dennis & Marcia Berman Brodie Price Mitchell & Julie Dubick DAVID & SUSAN KABAKOFF Ralph & Roberta Berman