for generations for community for legacies for stability40forty years of impact for generations for community
Jewish Community Foundation of San Diego annual report 2006 mission values vision To promote philanthropy through Tzedakah (justice): ethical As a primary, trusted and expert meaningful partnerships with donors responsibilities, sacred work, resource for philanthropy, and community organizations in tikkun olam the Jewish Community Foundation achieving charitable goals; and of San Diego will engage, educate Dor l’dor (generation to and inspire generations of givers To increase current and future generation): passing on values, throughout the Jewish community. support for a vibrant and secure strengthening future generations, Jewish and general community in the importance of elders and youth San Diego, Israel and around the Kavod (respect): listening, world. responsiveness, acts of loving kindness, being inclusive, integrity, truthfulness Torah (learning): love of Judaic wisdom and teaching Derech Eretz (way of the land): Transparency, accountability, excellent governance
1section one section2 two section3 three section4 four for generations for community for legacies for stability Family Foundations 3 Grant Highlights 12 Create a Jewish Legacy 35 Financial Overview 48 Donor Advised Funds 4 Grantee Organizations 13 Endowment 40 Investments 50 Leadership Institute Endowments 10 Community Grants 28 Governance 51 Book of Life 42 Community Partners 29 Committees 52 Foundation Legacies 44 Community Youth Estate & Tax Planning Foundation 30 Memorial Funds 46 Council 54 Jewish Women’s Board of Directors 56 Foundation 32 Foundation Staff 58 Forty years ago, a group of extraordinary San Diego Jewish leaders came together with a remarkable vision: According to Jewish texts and traditions, the number 40 symbolizes a generation, a cycle, an opportunity A vision… for new understanding. Moses ascended Mount Sinai for 40 days and 40 nights. The Israelites wandered the desert toward the Promised Land for 40 years. for Generations40The number 40 has the power to uplift to a spiritual, sacred state. for Community This report features reflections from Foundation past presidents and a timeline of important milestones. for Legacies As the Foundation celebrates its 40th anniversary, it is appropriate that we honor and celebrate the past for Stability and the collective vision that has built a vibrant and strong community. On that day, Yet we must also look to the next 40 years, the Jewish Community to generations to come. The future is rich with Foundation of possibility. Each of us has the power to shape it. What an awesome responsibility. San Diego was created. What a wonderful privilege.
1964 First organizing meeting held at office of Herm Schwartz with purpose of discussing endowment and bequest program for United Jewish Federation (UJF) and the Jewish community year-at-a-glance Annual Report 2006
year at a glance In the last year, the Jewish Community Foundation of San Diego continued 1967- its 40 year tradition of working with partners to impact and strengthen the 1972 community today and in the future. :: Assets reached a new high of $224 million.
:: More than $53 million was awarded to programs in 1974- both the Jewish and general communities—3,900 grants 1979 to 800 organizations. :: Foundation donors rallied to address emergencies contributing Carl Esenoff almost $3 million to assist those affected by hurricanes, Of blessed memory president war in Israel, and earthquakes.
:: The number of donor advised funds reached 420, including “The founders of the 53 new funds. Two new family foundations were formed. Foundation specifically chose :: The Endowment Leadership Institute and Create a Jewish Legacy Carl Esenoff to serve as the programs inspired more than 350 families to step forward— first president. He was the promising an estimated $61 million in legacies to 35 Jewish most beloved and prominent organizations and 20 secular groups. member of the community at :: The Jewish Women’s Foundation grew to include 63 members, the time and lent his and its first funded program, Supporting Jewish Single Parents considerable reputation to the at Jewish Family Service, made significant inroads. new organization. Through :: The Community Youth Foundation engaged 45 junior high, his leadership, the high school and college students. Seven Community Youth Foundation was established Foundation alumni attended the first-ever Jewish Youth Philanthropy Conference in Denver, Colorado. with credibility in our community.” :: The Foundation’s investment pools program reached its —herb solomon third year, reporting excellent results. The one-year return foundation president, for the Endowment Pool was 10.1%, and the three-year 1980-1982 average annual return was 12.4%.
:: More than 600 individuals partnered with the Foundation by contributing to a Fund or participating in a program.
1967 Six-Day War prompts San Diego rallies and contributions to Israel Jewish Community Foundation of San Diego letter to the community
letter to the community Welcome to the Jewish Community Foundation’s special 40th anniversary report. You will read about our most recent year, in the context of the last four decades.
As you review the historical timeline, you may remember some of the events along the way. You may recognize a photo of someone you’ve long respected or even be glad to see your own name listed. If you’re a newcomer or not yet involved with the Foundation, you may even be inspired to get connected.
As you will discover, the Foundation is intensely focused on both a short and long term vision. Of immediate concern is improving the quality of life for community members through meaningful and effective grants. Sheila Potiker and Marjory Kaplan
With a longer view in mind, the Endowment Leadership Institute (ELI) is creating a culture of legacy giving in our community. Through the excellent work of the ELI organizations, hundreds of families are including the Jewish community in their estate plans. Current and future endowments totalling millions of dollars are being established so that the San Diego Jewish community remains strong.
These legacies reflect a deep trust in future generations. To help develop new leaders, younger people are participating in donor advised funds, family foundations and the Community Youth Foundation.
At the core of the Foundation’s work is a genuine sense of gratitude. We are thankful for the generosity of our donors, for the friendship of the community and for the work we do together to strengthen Jewish life.
Sheila Potiker Marjory Kaplan Chair Chief Executive Officer
1967 Community Foundation of UJF of San Diego established and approved by the State of California as a public charity
1 section one for generations Jewish Community Foundation of San Diego for generations
foundation highlight The Viterbi Family Foundation “Our family foundation has helped establish a philanthropic bond within our family and allowed us to work together in a positive and satisfying way while benefiting our community, our nation, Israel and the world.” andrew & erna viterbi
family foundations Establishing a family foundation at the Jewish Community Foundation engages multiple generations in working together to impact the community in a meaningful way. Since the Foundation takes care of all the administrative details, the family is free to focus on what really matters—strengthening the community. For the future, the founders are assured that the family foundation will continue to be connected with the community and receive assistance, support and staffing from the Jewish Community Foundation.
The following family foundations have been established:
Chortek Family Foundation
Foster Family Foundation
Galinson Family Foundation
Polis-Schutz Family Foundation
Slate Family Foundation
Stone Family Foundation
Turk Family Foundation
Viterbi Family Foundation
1968 First eight philanthropic funds created at Community Foundation with 33 organization grantees
3 section one Annual Report 2006
donor advised funds Donor Advised Funds are a strategic and simple conduit for giving to favorite organizations. Donors make a tax-deductible contribution when most convenient and then recommend gifts over time to organizations in the Jewish and general communities. A secure online giving system makes the process even easier with simplified record-keeping and all giving information retained in one place.
Fund advisors can access the expertise of the Foundation’s staff and obtain education and advice about community needs and ideas for involving their children and grandchildren.
The following individuals and families have established Donor Advised Funds:
A C Alternative Families Stanley F. Bernstein Caspi Family Delsee & Jeff Altman Robert & Debra Berton Chortek Family Lisa & Steve Altman Bielas Family Robert & Kimberly Chortek Irving & Cecelia Appelbaum Gary & Barbara Blake Family CJM Charitable Arellano Family Laurence & Cindy Bloch Elaine & Bob Cohen B Bloom Family Florence Cohen Bark Family Blotner Family Helen & Hal Cohen Barsky Family Lester & Marion Blumenthal Hilda & Jeremy Cohen Tzedakah Michael Bartell & Roger & Marilynn Boesky Howard & Toby Cohen Melissa Garfield Bartell Irene & Ben Borevitz Josh & Tracy Cohen Joan Beber Erik Jordan Branson Cohen-Edelstein Becca H. Kenneth Branson Joseph Cohen & Martha Farish Herbert L. & Marcella D. Beckett Michael & Rachel Brau Michelle Cohen Charitable Ruth & Irvin Belenzon Lisa Braun-Glazer Betty & Melvin Cohn Charitable Jeffrey & Kim Belk Robert & Lillie Breitbard Martin & Marilyn Colby Claude & Rita Benchimol Family Brewer Family Rabbi Laurie Coskey & Ben-Yehuda Family Mark Lohkemper Courtney Brodie Sondra & Robert Berk Martin & Pearl Cutler Brodie Price Dennis & Marcia Berman D Arthur & Sophie Brody Ralph & Roberta Berman Julie & Paul Datnow Family Julie & George Bronstein Dr. Sanford I. Berman Dimont Family Michael & Jori Potiker Brown Edgar Berner Family DJP Betty Byrnes Family Mitchell & Kelly Berner Debra Dold Charitable
Names featured in color indicate funds established in the last year. 1969 1972 First real estate gift accepted Internal Revenue Service recognizes by Community Foundation Community Foundation as a public foundation
4 Jewish Community Foundation of San Diego for generations
H. Lee Druckman Friedman Family Mitchell & Julie Dubick Geoff & Jessica Friedman E G 1973 Einhorn Family Richard & Sharon Gabriel Family Estee Einhorn Barry & Brigitte Galgut Max Einhorn Garb Foundation Victor Schulman Al & Naomi R. Eisman Eric M. & Marsi Gardiner Of blessed memory president Max J. & Doris S. Eisner Marissa Garfield Emge Family Geffen Family Daniel & Suzanne Engel Milton & Dawn Gilman As one of the early leaders Essakow Family Ginsburg Family of the Foundation, Jim & Sari Esserman Julia Braun Glazer Victor Schulman applied F Anna Braun Glazer his business acumen to Adam & Sara Farish Joseph & Beverly Glickman developing a vibrant Emily S. Farish Joseph & Dorothy Goldberg Trust community organization. Earl N. Feldman Family Lucy Goldman Many firsts were Uri & Belinda Feldman Meg & Allan Goldstein Charles & Alberta Feurzeig Goldstein Tzedakah accomplished under his Raymond & Rhona Fink Goodman Family leadership including new Ira & Barbara Fischbein Zelda & Murray Goodman relationships with donors, Fischer Family Herman & Jean Gordon investment policies and a Jack & Sigrid Fischer Henry A. & Roanne L. Gotthelf heightened community Merle & Teresa Fischlowitz Family Greenwald Family awareness of the Foundation. Fisher Family Harry E. Gruber While he was in office, Manuel & Nettie Fisher Family H the Foundation’s assets Flaster Valji Family Lawrence & Bryna Haber reached nearly $500,000. Carol Fox Family Henry W. Haimsohn Ronald Fox Family Robert & Merrill Haimsohn Milton & Faiya Fredman Family Freeman Family Halberg Family Harriet Fremland Gerald & Judith Handler Friedel Family James & Ruth Harris C. Hugh Friedman & Lynn Schenk Ashley Hartman Names featured in color indicate funds established in the last year.
October 1973 1973 1975 Community Foundation assets More than $100,000 donatedLorem by ipsum dolorum de exceed $400,000 San Diego Jewish communityfacto to ip Israelis esse non gratitur. after Yom Kippur War Lorem ipsum dolorum de facto ip esse non. Lorem ipsum dolorum de facto ip
5 section one Annual Report 2006
fund highlight The Datnow Family “Tzedakah and community involvement are important values for us that we hope we transmit to our daughters. Our giving is made easier when it is consolidated through our fund at the Jewish Community Foundation.” —julie & paul datnow
Helsel Family K Gerald & Shirley Levinson Family Edward & Estelle David & Susan Kabakoff Kobernick Arthur & Midge Levy Family Herman Family Kodesh Family Bernard L. Lewis Jonathan Kabakoff Mark & Cindy Hoffman Gary Kornfeld & James B. Lewis Family Sara Kabakoff Theresa Dupuis Carl & Myrna Holmes Marshall & Judy Lewis Jodie & Robert Kaplan Martin & Phyllis Kornfeld Leroy & Claire Hughes Theodora F. Lewis Family Marjory Kaplan Richard & Carol Kornfeld Richard & Claudia J Mickey & Jeri Kaplan Jay & Lael Kovtun Libenson Ruth & Paul Jacobowitz Abe & Paula Kassam Kranzler Family Light Joan & Irwin Jacobs Barry & Avra Kassar Lenore Krems Littman Family Deni & Jeffrey Jacobs Katleman Family Krichman Family Liwerant Family Gary & Jerri-Ann Jacobs Stephanie Katleman Krosner-Johnson Lauren & Sol Lizerbram Hal & Debby Jacobs Schroeder L Family Family Richard & Berdele Katz Mark and Elsa Lantzman LMR Paul & Stacy Jacobs Family Hali Lapidus Michael & Darryn Family Katzin Family Robert & Susan Lapidus Lowenstein Robert Jaffe Jerome & Miriam Katzin Robert B. Lazarus Lubin Family Glenda Sacks Jaffe Kauder Family Leichtag Family Luftig Family Jeremiah Warren & Karen Kessler Norman G. Levi Family M Cecile B. Jordan Lewis & Marnie Klein Richard C. & Harriet Levi Ed & Marilyn Magnin Jubelirer Family Klitzner Family Gary & Lisa Levine Henry & Elaine Magnin Klug Family Michael & Ellen
Names featured in color indicate funds established in the last year. 1974 First Foundation grant guidelines and philanthropic fund procedures drafted
6 Jewish Community Foundation of San Diego for generations
fund highlight Betty and Melvin Cohn “We have always felt that our family has a duty to share the fruits of our labor with those in need. Among our other giving, we created a fund to provide scholarships to non-profit employees—helping people to rise up and succeed.” —betty & melvin cohn
Magerman N Shearn & Linda Platt Vivien & Jeffrey Ressler Ruth & A. Harry Malin Gary & Sherry Naiman Pollard-Lipkis Family Family Brian C. Malk Harvey & Linda Neiman Brian & Gwen Potiker Simon & Ruth Reznikoff Malk Family Arthur & Marilyn Lowell & Julie Potiker Dana Rhinerson Neumann Brian & Suzanne Marcus Sheila & Hughes Potiker Lois J. Richmond Dr. Lawrence & Rebecca Margolin Family Larry & Gigie Price Arthur & Jeannie Rivkin Newman Marks Family R David & Julie Rivkin Nierman Family Medress Family Seymour Rabin Robins Family O Eddie S. Mendelsohn Ernest Rady Stanley I. & Judith Rosen Steven Oberman Family Ramenofsky Family Arlene & Gerald J. Rosen Fred Oken Constance M. Mercer & Maurice & Rose Rapkin Rowling Family Ruth E. Danciger Larry & Linda Okmin Charitable Rappaport Rosen Family Carlos & Esther Michan Joseph & Sima Dr. Norman & Barbara Andy Ratner Family Oppenheimer Rozansky Anne Ratner James & Estelle Milch Oster Family Jeanette Rubin Family Sandford & Laurayne Danielle & Brian Miller P Toby & Norman Rubin Ratner Clive & Tamara Moch Pappelbaum Family Family Ravet Family Family Julius Pearl Rudick/Forsythe Family Rawdin Family Susan F. Morris Kelly & Jeremy Pearl S Barbara & Henry Reed Ann Levenstein Mound Monica Handler Penner Samiljan Family Reif Family Mark & Darlene Pidgeon Nancy Samiljan/Berg Jordan Ressler Charitable Family
Names featured in color indicate funds established in the last year. 1975 Discussions held with each donor associated with Foundation about using fund earnings to address pressing community needs
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fund highlight Laurel Silberman “As I studied to become a Bat Mitzvah, I learned about the importance of giving and acts of loving kindness. These are very important Jewish values that guide me. I believe that I can make a meaningful difference to better the world.” —laurel silberman
Wendy Samiljan/Naito Family Debbie & Shayna Seid Family Jonny Simkin Savarese Family Charlene Seidle Donald & Gayle Slate L & S Scharlin Seidle Family Scott & Kay Slate Shari & Frederick Schenk Selati Family Nanci & Ronald Slayen Scher Family Doug & Janet Selik Slonim Family Colin & Jane Scher Serrano Family Smolin Family Gabrielle Scher Robert Shapiro Family Linda & Ian Smulowitz George & Mary Ann Scher Gary & Jean Shekhter Gloria & William Snyder Schiffman Family William A. Shenk Elyse & Jeffrey D. Sollender Arlene & Bert Schloss Sherman Family Herbert J. & Elene Solomon Ruth L. Schulman Susan H. Shmalo Bruce, Steven, Gerald & Joan & Paul Schultz Gene & Judy Siegel Fund Diane Solomon Bruce & Holly Schuman Karen & Jeffrey Silberman Family Ann & Andrew Spector Family Schuman Family Laurel Silberman Steven & Sheri Spector Family Schuman-MacDougall Michael & Ilana Silverman Scott Spiegler Jack M. & Sherron C. Schuster Sidney & Marian Silverman Faith Stagg Jeffrey P. & Vered Schuster Irwin & Shirley Silverstein Morris Steiman Esther & Herm Schwartz Silverstein Family Step Family
Names featured in color indicate funds established in the last year. 1975 San Diego’s Jewish community assists in services to Vietnamese refugees following Saigon’s fall
8 Jewish Community Foundation of San Diego for generations
“Great is the privilege of the philanthropists for they awaken the good of the community.” —zohar
Steren Alexander Viterbi Gordon & Marilyn Williams Ryan & Ashley Stone Audrey Viterbi & Dan Smargon Wilson-Strauss Family Matthew & Iris Strauss Caryn & Alan Viterbi Stanley & Dorothy Winter Szawielenko Family Viterbi Family Wolff Family T W Z Tauber Family Wangers Family Cynthia Zena Gertrude Thaler Charles & Randi Wax Helene & Allan Ziman Edward & Susan Gail Thomas David & Sharon Wax Susan Zimmerman Family Tiano Family John & Cathy Weil Leonard & Lois Zlotoff Tubis Family Weiner Family Marshall & Bette Zucker Tucker-Oken Family Norman Weinstein Anonymous (39) Emma Tuttleman Sandra & Sheldon Weinstein Jan S. Tuttleman Ken & Joan Weiss Family Sophie Tuttleman Susan Chortek Weisman & U Eric S. Weisman Unity Through Sharing Stuart & Marcia Weiss V Eric & Joann Weitzen Family Vener Family Welt Family
Names featured in color indicate funds established in the last year. If your name was inadvertently left off this list or listed incorrectly, please contact the Foundation. 1976 Louis Lieblich becomes part-time Executive Director of the Foundation
9 section one Annual Report 2006
endowments An endowment fund creates a permanent legacy, perpetuating support for causes and organizations— locally, nationally and internationally. An endowment can be created in the donor’s name or in the name of someone the donor wishes to honor and can be established for the benefit of one or more charitable purposes or organizations.
Jewish Community Abraham Gray & Elfrieda Meth Ratner Women’s Division Endowment: Endowment for Immigrants Endowment for Extraordinary Leadership Friederike Freund Memorial Edward & Estelle Herman Eva Guttman Memorial Family Endowment Jordan Ressler Endowment David Meister Memorial Jewish Day School Endowment San Diego Jewish Community Sam & Adeline Pollack for Scholarships: Endowment for the Elderly: Memorial Michael Kessel Scholarship Sonya Seiderman Memorial Ruth Raskin Memorial Fred Oken Memorial Mary Schuldenfrei Memorial Victor Schulman Endowment Jack Oken Memorial for the Jewish Elderly Lillie Breitbard Lion of Judah Katzin Family Jewish Family Milton Sorokin Memorial Endowment Service Endowment Endowment for Scholarships Sophie Brody Endowment Rosemary Beth Moss Memorial Gloria & Rodney Stone Endowment Rabbinic Leadership Award Sophie Brody Lech L’Cha Endowment Leadership Endowment Anne Ratner Family Endowment Caryn Viterbi Endowment for Sophie Brody Lion of Judah Educator Excellence Endowment Sandford & Laurayne Ratner High School of Jewish Studies Viterbi Family Endowment for Camp Mountain Chai Scholarship Fund Camp Sunshine Family Scholarship Endowment Sponsorships Ratner Endowment for Israel Continuity Endowment Scholarships Mort Vogelson Memorial Endowment for Israel Stanley E. Foster Construction Ratner Endowment for Tech Academy Endowment Scholarships to the Abraham Mort Vogelson Memorial Stanley & Pauline Foster Young Ratner Torah School Endowment for the Elderly Leadership Award Endowment Ratner Endowment for the San Mort Vogelson Memorial Soille Trude Gitler Lion of Judah Diego Symphony Hebrew Day School Scholarship Endowment Endowment Ratner Endowment for Tifereth Dorothy Goldberg Perpetual Israel Scholar-in-Residence Mort Vogelson Memorial Annual Campaign Endowment Endowment for the San Diego Jewish Community
1977 Foundation awards grant to provide counseling to Jewish youth who have become involved with religious cults
10 section two for community section two Annual Report 2006
grant highlights During the last year, Jewish Community Foundation grants touched thousands of lives from San Diego to Safed, Johannesburg to Jerusalem, and places in between. More than $53 million was awarded through 3,900 separate grants to 800 organizations.
sector area region
International 2% 100 100 100 Jewish 42% Other 3% Israel 4% Federations & Foundations 8% National 18%
Religious Organizations 16%
80 80 80
San Diego 76% Arts & Culture 17%
60 60 60
General 58% Health & Human Services 18%
40 40 40
Education 38%
20 20 20
0 0 0
1977 Foundation sponsors major community event to promote bequests and endowments, attracting more than 100 people
12 Jewish Community Foundation of San Diego for community
grantee organizations During 2005/2006, grants from the Jewish Community Foundation were awarded to hundreds of organizations throughout San Diego and the world. This is a partial list. Names featured in color indicate Jewish organizations.
arts Center for Study of Popular Los Angeles Philharmonic Culture Association Center Theatre Group of Los Lux Art Institute Angeles Lyric Opera San Diego Cincinnati Museum Center for Mainly Mozart Festival Natural and Cultural History Malashock Dance & Company City Ballet McCallum Theatre Foundation Civic Youth Orchestra Metropolitan Museum of Art A Reason To Survive Class Acts Arts MINGEI, International Absolute Ensemble Classics for Kids Museum of Contemporary Art Alliance of Resident Theatres Culture Shock Dance Troup San Diego Amateur Musicians’ Orchestra Cygnet Theatre Company Museum of Fine Arts America Israel Cultural Denver Center for the Performing Museum of Modern Art Foundation Arts Museum of Photographic Arts American Sephardi Federation Early Ford V8 Foundation Music Associates of Aspen American Symphony Orchestra Hirshhorn Museum & Sculpture National Foundation for Jewish League Garden of the Smithsonian Institute Culture Ashoka Innovators for the Public Idyllwild Arts Foundation National Yiddish Book Center Avoda Institute Installation Gallery New Orleans Center for Creative Balboa Art Conservation Center Arts Institute Japanese Friendship Garden Berkeley Repertory Theatre Society Olaf Wieghorst Museum Berkshire Project Foundation Jewish Heritage Programs Bernardo Community Concert Old Globe Theatre Jewish Museum Association Orange County Performing Arts KPBS TV & Radio Bloomington Community Radio Center La Jolla Music Society California Literary & Prologue Orcas Island Chamber Music Society La Jolla Playhouse Festival Center for Jewish Culture & Lamb’s Players Theatre Orcas Island Historical Society Creativity Library Association of La Jolla— Playwrights Project Athenaeum Poway High School Band Boosters
Names featured in color indicate Jewish organizations 1978 1978 Foundation provides loan to expand Six congregations create San Diego San Diego Hebrew Homes Jewish Academy, the first interdenominational day school in San Diego
13 section two Annual Report 2006
Roaring Fork Public Radio education Aspen Institute San Diego Art Institute Academy of Urban Learning Aquatic Adventures Science Education Foundation San Diego City Ballet Affordable Housing Management San Diego Civic Light Opera Association Auschwitz Jewish Center Association Agency for Jewish Education Babson College San Diego Dance Theatre American Academy of Arts & Bar Ilan University of Israel San Diego Hall of Champions Sciences Bergamo Italy Classical Lyceum San Diego Junior Theatre American Associates Ben Gurion Berkeley Bayit University of the Negev San Diego Museum of Art Bishop’s School American Committee for the San Diego Natural History Bnai Brith Youth Organization Weizmann Institute Museum Boston Latin School Association American Friends of Israel College San Diego Opera Association of Technology for Women Bowdoin College San Diego Repertory Theatre American Friends of Kedumim Brandeis University San Diego Shakespeare Society American Friends of Livnot Brandeis-Bardin Institute San Diego Symphony Ulehibanot C.S. Lewis Foundation San Diego Watercolor Society American Friends of Neve California Western School of Law Shalom/Wahat al-Salam San Diego Youth Symphony Camp Mountain Chai San Francisco Symphony Camp Ramah in California San Luis Obispo Children’s Campanile Foundation Museum Canyon Crest Academy SUSHI Foundation Timken Museum of Art Carroll College Vermont Youth Orchestra Catholic University of America Associaton American Friends of Tel Aviv Center for Leadership and Westchester Symphony Society University Learning White Nights Foundation of American Friends of the Hebrew Cesar Chavez Public Charter High America University School XLNC1 American Friends of the Shalom Chabad Day School Young Audiences of San Diego Hartman Institute Children’s Museum of San Diego Youth Philharmonic Orchestra American Friends of Yeshiva Aish Childrens School for Child- Hatorah Centered Education American Pardes Foundation City College Fund American Society for Technion Claremont McKenna College American Society of Yad Vashem Colgate University
Names featured in color indicate Jewish organizations 1979 San Diego Jewish children plant 600 trees in Balboa Park as gift from Jewish National Fund
14 Jewish Community Foundation of San Diego for community
College Preparatory School Friends of the Del Mar Library Columbia University Friends of the La Jolla Library Committee for Accuracy in Middle Friends of the Pacific Beach Library 1980- East Reporting in America Friends of the San Diego Public Library Cornell University Friends of the Scripps Ranch Library 1982 Dana Association Friends of Torrey Pines Elementary Deanna Rose Children’s Farm—Friends Schools Herbert Solomon of the Farmstead Gillispie School president Del Mar Schools Education Givat Haviva Education Foundation Foundation Guglielmo Marconi International Educational Broadcasting Corp Fellowship Foundation “The primary objective of Educational Enrichment Systems Hand in Hand American Friends of the organizers of the Elementary Institute of Science the Center for Jewish-Arab Education Foundation and of mine Evanston/Skokie School District 65 Harvard College Fund during my presidency was to Explorer Elementary Harvard University create a vehicle to support the Facing History and Ourselves National Harvard-Westlake School special and emergency future Foundation Hebrew Academy of Indianapolis FAME Hebrew Union College needs of the community. Heritage Foundation The secondary objective was Heritage House Hermosa Beach Education Foundation to establish donor advised High Tech High Foundation funds to support current Hillel at Stanford needs. The endowment Hillel Council of Colorado component grew slowly, Family Literacy Foundation Hillel of San Diego but donor advised funds Feminist Majority Foundation Hillel: The Foundation for Jewish increased at a more rapid Foundation for Conservative Masorti- Campus Life Judaism in Israel Home Instruction for Parents of pace during my term. The Foundation for Jewish Camping Preschool Youngsters seeds of the Foundation’s Foundation for Mott Community I*EARN excellent reputation and College Indiana University Foundation values were planted during Francis W. Parker School Indiana University Jewish Studies my tenure and by those who Friends of Jerusalem College Program Friends of Read San Diego Inland Empire Scholarship Fund came before me.” —herbert solomon Names featured in color indicate Jewish organizations 1979 1980 Dan Weinberg, first full-time Foundation Foundation sponsors community gala Director hired dinner to salute Carl Esenoff, Founding President
15 section two Annual Report 2006
Institute for Judaic Studies Leo Baeck Education Center New Visions Foundation Institute for Jewish and Foundation New York University Community Research Lipinsky Institute for Jewish Nonprofit Management Solutions Institute for Jewish Spirituality Studies Israel Policy Forum Live Oak A Learning Center For Children Israel Project Lubavitch Mesivta of Chicago Ithaca College Machine Science Jerabek Elementary School Massachusetts Institute of Jewish Chautauqua Society Technology Jewish Education Service of North Mathematical Sciences Research Northern Illinois University America Institute Foundation Jewish Historical Society of San Middle East Forum Northwestern University Diego Middle East Media and Research NTC Foundation Institute Oasis Institute Middle East Media Watch One Israel Fund Middlebury College Orcas Island Childrens House Miramar College Foundation Pacific Southwest Railway Monarch High School Project Museum Montessori Institute of San Diego Partnership for Excellence in Jewish Theological Seminary of Mothers Against Drunk Driving Jewish Education America Mt. Carmel High School Patrick Henry High School Foundation Jewish Women’s Archive Museum of Jewish Heritage Pegasus School Jews For Judaism NAF USAF Academy Phillips Academy John Adams Elementary School National Academy of Engineering Junior Achievement of San Diego Point Loma High School National Academy of Sciences Foundation Koby Mandell Foundation National Council of Jewish Point Loma Nazarene University Kulanu Women Pomona College La Jolla Country Day School National Rabbinic Network Portland Jewish Academy La Jolla High School Foundation National University Poway High School Choral Group La Jolla Historical Society Nativity Prep Academy of San Diego Poway Unified School District Laurence School Foundation Neve Yerushalayim League of Women Voters of Reuben H. Fleet Space Theater California Education Fund New American School and Science Center New Bedford Whaling Museum Names featured in color indicate Jewish organizations 1981 Foundation receives first major gift to Unrestricted Endowment in memory of Morris Siegel
16 Jewish Community Foundation of San Diego for community
Ripon College Solana Beach Foundation for UC San Diego Foundation Sage Canyon School Learning United Negro College Fund Saint Scholastica Academy South Bay Union School District University of Arizona Foundation San Diego Aerospace Museum Southern California Yeshiva High University of Judaism School San Diego Council on Literacy University of Livingstonia Southwestern College Foundation San Diego High School Foundation Foundation Stanford Graduate School of University of Maine General Business San Diego Historical Society Alumni Association Stanford Hillel San Diego Jewish Academy University of Maryland College Stanford University Park Foundation San Diego Public Library Steve S. Kang Young Artists and University of Michigan San Diego Space & Science Scholars Fund Foundation University of New Mexico Students In Israel Foundation Sunset View Foundation University of North Carolina Supreme Court Historical Society Charlotte Foundation Survivors of the Shoah University of Pittsburgh Foundation University of San Diego Thunderbird the American University of Southern California Graduate School of International University of Vermont and State Management San Diego State University Agricultural College Foundation Tucson Magnet High School University of Vermont Hillel San Diego Torah High School U.S. Holocaust Memorial Museum University School San Diego Unified School District UC Berkeley Foundation Urban Institute San Diego Yacht Club Sailing UC Berkeley Hillel Foundation UC Regents Sarabande Books UC Riverside Foundation Schechter Institute of Jewish UC Santa Barbara Hillel Studies UC Los Angeles Alumni Scripps College Association Seeds of Peace UC Los Angeles Center for Jewish Shearim USA Charitable Trust Studies USC Hillel Foundation Sigma Alpha Mu Foundation UC Los Angeles Foundation USC School of Engineering Simon Wiesenthal Center UC Los Angeles Hillel Vanderbilt University Soille San Diego Hebrew Day UC Los Angeles Law School Walker Elementary School School Foundation Wayne State University
Names featured in color indicate Jewish organizations 1981 Foundation holds successful Women & Money seminars
17 section two Annual Report 2006
Wellesley College Jerusalem Foundation United Jewish Federation of Wesleyan University Jewish Community Federation of San Diego County Western Wall Heritage Foundation San Francisco, Marin Peninsula & Ziv Tzedakah Fund Sonoma County Wexner Foundation Jewish Federation Council of health and human resources Greater Los Angeles Jewish Federation of Greater Aid for the Disabled of Elkhart Atlanta County Jewish Federation of Greater Alameda County Community Phoenix Food Bank Jewish Federation of Greater Aleh Foundation Houston Alfred E. Mann Foundation for Winsor School Jewish Federation of Metropolitan Scientific Research Words Alive Chicago All 4 Israel Yavneh Day School Association Jewish Federation of Orange Alpha Project for the Homeless Yeshivath Torath Emeth Academy County Alzeheimer’s Association- Yosemite Natural History Jewish Federation of Portland Los Angeles Chapter Association Jewish Foundation for the Alzheimer’s Association of foundations and federations Righteous San Diego American Committee for Tel Aviv Las Patronas American Association for Bikur Foundation New Israel Fund Cholim Hospital Jerusalem Austin Community Foundation Orcas Island Community American Cancer Society for the Capital Area Foundation American College of Baton Rouge Area Foundation P.E.F. Israel Endowment Funds Endocrinology B’nai B’rith International Rancho Santa Fe Foundation California Community Robert R. McCormick Tribune Foundation Foundation Charities Aid Foundation America San Diego Foundation Combined Jewish Philanthropies San Diego Foundation For of Greater Boston Change Donors Forum of Chicago San Diego Women’s Foundation Jewish Funders Network Sholom Foundation American Diabetes Association FJC Society of Young Philanthropists American Friends of Beit Issie Greater Miami Jewish Federation United Jewish Appeal New York Shapiro International Community United Jewish Communities American Friends of Migdal Ohr Foundation Americares Foundation Names featured in color indicate Jewish organizations 1982 Foundation establishes fund for La Jolla/ North City Jewish Community Center
18 Jewish Community Foundation of San Diego for community
Angels Foster Family Agency Big Brothers & Sisters of San Diego Arc of San Diego Boys and Girls Club of Greater San American Friends Of Libi Diego 1983- American Friends of Selah Boys Club of Greater Kansas City American Friends of Alyn Hospital 1985 American Friends of Israel Free Loan Association Stanley Foster Of blessed memory American Friends of Israel Guide Dog Center for the Blind president American Friends of Yad Eliezer American Heart Association Stanley Foster’s term as Boy Scouts of America Council American Institute for Cancer Research Foundation President was Boys Town Jerusalem Foundation of marked by record growth. American Jewish Joint Distribution America Committee During his tenure, the Braille Institute of America American Jewish World Service Bread for the City Foundation’s assets American Lung Association of increased by more than San Diego and Imperial Counties Breathing Room 50% and grants more than American Ort Brit Tzedek V’ Shalom Jewish Alliance for Justice and Peace doubled. The first grants American Physicians Fellowship for Medicine in Israel Burnham Institute were awarded from the American Red Cross C Chat Center Jewish Community American Red Magen David for Israel Calcutta Kids Endowment to support Americas Second Harvest California Council for the Humanitites five important community Amvets Charities California Council of the Blind programs. Angel’s Wings California P.E.O Home Arthritis Foundation Camp Sunshine “Stanley Foster was a role Assistance League of Greater San Diego Canine Companions for Independence model for me in the way he Auntie Helen Fluff ‘n Fold Laundry CARE accomplished so much with Project Casa De Amparo kindness, a gentle manner, Avalon Municipal Hospital Catalina Island Women’s Forum and great energy and Baby Blues Connection Catholic Charities USA enthusiasm for so Banner Health Catholic Charities/Rachel’s Women’s many good works.” Bayside Community Center Center —edgar berner Best Friends Foundation Cedars-Sinai Medical Center foundation president,
Names featured in color indicate Jewish organizations 2004-2006 1983 Foundation launches grants program, awarding emergency funds to Jewish Family Service for seniors program
19 section two Annual Report 2006
Center for Science in the Public Gesher Interest Gift of the Heart Chai-Life Line Global Fund for Women Challenged Athletes Goodwill Industries of Southern Child Abuse Prevention California Foundation Grossmont Hospital Foundation Childreach Guardians of the Jewish Home for Elay Chayyim Children’s Defense Fund the Aged Elderhelp of San Diego Children’s Dental Health Guide Dogs for the Blind Elizabeth Glaser Pediatric AIDS Association of San Diego Guiding Eyes for the Blind Foundation Children’s Hospital & Health Habitat for Humanity Elizabeth Hospice Center International Emilio Nares Foundation CHP 11 99 Foundation Hadassah—Morton Grove Essex Meals on Wheels City Club of San Diego Hadassah—San Diego Main Family House City of Hope Hadassah Medical Relief Coalition to Salute Americas Five Acres—The Boys & Girls Aid Association Society of Los Angeles County Heroes Harmonium Follow Your Dream Committee Of Concerned Hebrew Immigrant Aid Society Scientists Foothill Vocational Opportunities Community Campership Council Foundation Fighting Blindness Community Resource Center of Foundation for Hearing Research Encinitas Fresh Start Surgical Gifts Compassion and Choices Friends of Israel Disabled War Compassionate Friends Veterans Copley Family YMCA Friends of Orr Shalom Children Covenant House of California Villages Heifer Project International Cure Duchenne Friends of Scott Foundation Heritage Pointe Cystic Fibrosis Foundation Friends of the Israel Defense Force Hoffman Quadrinity Foundation Day for Change Friends of the Los Angeles Free Home of Guiding Hands Clinic Disabled American Veterans Foundation Friends of the Poor Doctors Without Borders USA Home Start Friends of Vista Hill Foundation Down Syndrome Foundation of Hope for A Cure Foundation Orange County Friends of Yad Sarah Hope Worldwide Drug Policy Alliance General Israel Orphan Home for Horizons for Homeless Children Girls Jerusalem E.L.E.M. Youth in Distress Hospice of the North Coast Names featured in color indicate Jewish organizations 1983 Foundation celebrates record year with assets reaching $8 million
20 Jewish Community Foundation of San Diego for community
Hospital De La Familia Jane Lanes Kids Lightbridge Hospice Community Foundation Jerusalem Fellowships Foundation Housing Works Jewish Braille Institute of America Los Angeles Conservation Corps Human Relief Organization Jewish Centers Association of Los Angeles Group for Blind of Huntington’s Disease Society of Los Angeles Israel America Jewish Community Center of Los Angeles Free Clinic Info Line of San Diego County San Francisco Lynne Cohen Foundation for Institute for Myeloma and Bone Jewish Family and Children’s Ovarian Cancer Research Cancer Research Services Make A Wish Foundation Jewish Family Service of San Diego Jewish National Fund Jewish War Veterans of the USA Jewish Women International John Wayne Cancer Institute Just One Life Institute for the Advancement of Mama’s Kitchen Education in Jaffa Juvenile Diabetes Research Foundation Mastocytosis Society Interfaith Community Services Ken Jewish Community Mayo Foundation Interfaith Shelter Network Keren Or Mazon—A Jewish Response to International Campaign for Tibet Hunger Kids Included Together-San Diego International Development MD Anderson Cancer Center Kline Galland Center Exchange Meals on Wheels La Casa Center for Autism International God-Parenthood to Medical Development for Israel Herceg Bosnian Children La Cuna Meir Panim Associati La Jolla Rotary Foundation International Relief Teams Memorial Sloan-Kettering Cancer La Jolla Town Council Foundation Center International Rescue Committee Lance Armstrong Foundation Metropolitan Alliance for Interns For Peace Lawrence Family Jewish Common Good Israel Air Force Center Community Center Michael J. Fox Foundation for Foundation Leg-Up Ranch Parkinsons Research Israel Children’s Cancer Lekovod Shabbos Michael Rolfe Research Foundation Leukemia and Lymphoma Society Foundation Israel Children’s Centers Lifetime Assistance Incorporated Miracle League of San Diego Israel Emergency Alliance Mission Valley YMCA Israel Heart Fund Names featured in color indicate Jewish organizations 1984 Foundation moves to UJF Jessie W. Polinsky Building in Kearny Mesa
21 section two Annual Report 2006
Muscular Dystrophy Association Robison Jewish Home Myasthenia Gravis Foundation of Ronald McDonald House California Rotary Foundation National Alliance for Mentally Ill Rsvp Traffic Foundation National Brain Tumor Foundation Salk Institute for Biological National Fragile X Foundation Studies National Foundation for Cancer Salvation Army Padres Foundation for Children Research San Diego Center for Children Parkinsons Disease Association of National Gaucher Foundation Foundation San Diego National Health Council Parkinsons Unity Walk National Institute for Jewish Partners in Health Hospice Peaceworks Network Foundation National Kidney Foundation of Southern California Peninsula Family YMCA National Multiple Sclerosis Pennsylvania Hospital Society Performance and Entertainment National Osteoporosis Foundation Program for Adult Care Facilities San Diego Center for the Blind National Transplant Assistance PKD Foundation San Diego Fire Fighters Fund Planet Cancer Community Responsibility Fund Local 145 Neighborhood House Planned Parenthood Federation of Neurosciences Research America San Diego Habitat for Humanity Foundation Planned Parenthood of San Diego San Diego Hospice and Palliative New Path and Riverside Counties Care North American Conference on Polinsky Children’s Center San Diego Professionals Against Ethiopian Jewry Foundation Cancer One Acre Fund Prader-Willi Syndrome Association San Diego Rescue Mission One on One Outreach Project Concern International San Diego Youth and Community Services Operation Respect Project Hope International San Francisco AIDS Foundation Oprah’s Angel Network Prostate Cancer Research and Education Foundation San Francisco Food Bank Oxfam America Rape Foundation San Francisco Women Ozer Dalim Against Rape Rancho Bernardo Senior Services Pacific Council on International Scleroderma Research Foundation Policy Research to Prevent Blindness Scripps Clinic Pan Massachusetts Challange Trust Riverside County Regional Medical Center Foundation Scripps Health Foundation Pancreatic Cancer Action Network
Names featured in color indicate Jewish organizations 1984 Foundation purchases $100,000 State of Israel bonds
22 Jewish Community Foundation of San Diego for community
Scripps Research Institute UNICEF Seacrest Village Retirement United Charity Institution of Jerusalem Communities United in Harmony 1986- Second Chance United States Committee Sports for Senior Community Center Israel 1988 Sharp Healthcare Foundation United Way/ Chad of San Diego Shomrey Mishpat Rabbis for Human County Nessim Tiano Rights North America USO president Sidney Kimmel Cancer Center Valley of the Sun Jewish Community “During my term as President, Smile Train Center we had extensive discussions Special Olympics Oregon on how best to grow the Social Assistance Program for Vietnam Veterans Foundation and attract more potential donors. The two most SOS Children’s Village USA noteworthy accomplishments Southern Caregiver Resource Center included first, the modification Special Olympics of Southern California of the investment strategy to Veterans of Foreign Wars incorporate investments in St. Joseph Mercy Hospital Medical Vision of Children equities instead of solely in bank St. Jude Children’s Research Hospital Vista Del Mar Child & Family Services certificates or U.S. Treasuries St. Paul’s Retirement Homes Foundation Vista Hill Foundation which has dramatically increased earnings on the St. Vincent de Paul Village Voices for Children Foundation’s managed assets. Stand for Children Leadership Centre Volunteers of America Walden Family Services Foundation STRIVE San Diego Second, a focus on increasing We Spark Sun Health Foundation Donor Advised Funds as a West Side Jewish Community Center Susan G. Komen Breast Cancer means of encouraging Foundation Westchester Jewish Center charitable giving rather than Therapeutic Equestrian Activity Center Whittier Institute for Diabetes solely growing the Foundation’s for the Handicapped Women For Women International Unrestricted Endowment. Tides Center Women’s American ORT All of the funds raised by the Touro Infirmary Foundation Yad L’Achim Foundation have one common Trail Blazer Camps YMCA of Greater Cincinnati characteristic; namely, all the Trigeminal Neuralgia Association YMCA of San Diego County funds must be used solely for UC San Diego Cancer Center YMCA Youth and Family Services charitable purposes.” Foundation —nessim tiano Names featured in color indicate Jewish organizations 1985 1986 Foundation awards largest grants in its history to Congressional Joint Committee on Taxation JCC and San Diego Hebrew Homes Chief is featured speaker at Foundation seminar
23 section two Annual Report 2006
Young Womens Christian Human Rights Watch Ner Tamid Synagogue Association Interfaith Community Ohr Shalom Synagogue YWCA—Becky’s House International Fellowship of Temple Adat Shalom Christians and Jews human relations Temple Beth Sholom Jewish Fund for Justice Temple Emanu-El America-Israel Friendship League Moving Traditions Temple Solel of North San Diego American Civil Liberties Union National Conflict Resolution Tifereth Israel Synagogue Foundation Corporation American Civil Liberties Union ProgressNow.Org Foundation of Colorado synagogues outside of Search for Common Ground san diego American Constitution Society for Law and Policy Southern Poverty Law Center Association of Reform Zionists of America, New York, NY American Friends Service State of Change Beth Hillel Temple, Kenosha, WI Committee Third Wave Beth Israel Sinai Congregation, American Jewish Committee World Jewish Congress Racine, WI American Jewish Congress Beth Tikva, Santa Fe, NM Americans for Peace Now synagogues in san diego Chabad of California, American-Scandinavian Chabad of Del Mar Los Angeles, CA Foundation Chabad of La Costa Chabad of Foothills, Tustin, CA Amnesty International USA Chabad of La Jolla Shores Chabad of Green Valley, Anti-Defamation League Chabad of Poway Henderson, NV Bell Policy Center Chabad of San Diego Chabad of the Inland Empire, Brady Center to Prevent Gun Rancho Cucamonga, CA Chabad of University City Violence Chabad-Lubavitch of Oregon, Congregation Adat Yeshurun Portland, OR Congregation Beth Am Chabad Lubavitch of Monterey, Congregation Beth El Pacific Grove, OR Congregation Beth Israel Congregation Ahavath Shalom, Congregation Beth Jacob Fort Worth, TX Congregation Dor Hadash Congregation Emanu-El Brighton Center Congregation Ner Tamid Center for American Progress Congregation Shir Ami Council on Foreign Relations Humanistic Jewish Congregation Human Rights Campaign Foundation Kehillat Ahavat Yisrael Names featured in color indicate Jewish organizations 1987 Foundation awards funding to SDSU Lipinsky Institute for Judaic Studies for visiting Israeli professor and issues community challenge grant for remainder of funds
24 Jewish Community Foundation of San Diego for community
Congregation Beth Emek, Temple Beth Elohim, Wellesley, MA Pleasanton, CA Temple Chai, Phoenix, AZ Congregation Beth Jehudah, Temple Emanuel, Beverly Hills, CA Milwaukee, WI 1988- Temple Shaaray Tefila, New York, NY Congregation Beth Shalom, San Francisco, CA 1990 Temple B’nai Abraham, Decatur, IL Jerome Katzin Congregation B’nai Torah, president Highland Park, IL Congregation Cnesses Israel, “An article in the Heritage by Green Bay, WI Gert Thaler, our esteemed Congregation Heichal Hakodesh, Temple Shalom, River Edge, NJ Brooklyn, NY Temple Shalom for the Arts, community herald, announcing Congregation Netivot Shalom, Beverly Hills, CA my election as President in Berkeley, CA Temple Sinai, Newport News, VA 1988 referred to the Congregation Sherith Israel, Union for Reform Judaism, Foundation as ‘San Diego’s San Francisco, CA New York, NY best kept secret.’ We set about Congregation Shir Ha-Ma- A lot, Union of American Hebrew expanding the overall Irvine, CA Congregation, Washington, DC community awareness through First Hebrew Congregation of Oakland—Temple Sinai, articles in the press and Oakland, CA presentations at many Friends of the Jewish Chapel, community meetings. During Anapolis, MD this period, the economy grew Jewish Reconstructionist Congregation, stronger and more individuals Evanston, IL became interested in financial Lubavitch-Chabad Jewish Center of Gainesville, Gainesville, FL planning and learning how the Pasadena Jewish Temple and Center, Foundation could fit into those Pasadena, CA plans. We also reviewed and Reform Jewish Appeal, New York, NY refined the Foundation’s Shir Hadash, New York, NY investment policies focusing on Stephen Wise Temple, Los Angeles, CA total return, thereby setting the Temple Beth Am, Miami, FL standards for future investment Temple Beth El, Aliso Viejo, CA decisions.” —jerome katzin Names featured in color indicate Jewish organizations 1988 Foundation awards grant to San Diego Hebrew Day School to assist in relocation to new site
25 section two Annual Report 2006 last year’s grants Countries impacted 70 Cities impacted 300 Organizations strengthened 800 Grants awarded 3,900 Dollars distributed 53.5 million changing and saving
26 Jewish Community Foundation of San Diego for community five years’ grants 70 Countries impacted 360 Cities impacted 2,700 Organizations strengthened 17,300 Grants awarded 230 million Dollars distributed millions of lives
27 section two Annual Report 2006
community grants The Foundation’s Community Grants Program develops innovative ideas 1990- by providing seed funding and supporting continuing programs of excellence. Grants are awarded to programs serving Jews in San Diego, Israel 1993 and around the world. The program works in partnership with the UJF Allocations process to evaluate community needs and award funds. Rodney Stone president in san diego Agency for Jewish Education Seacrest Village Retirement “During my tenure, Communities Congregational School we established several Affordability Initiative Resident Assistance Fund endowment funds that continue to this day to make Marketing for Melton Adult United Jewish Federation Mini School a positive difference in Jewish Senior Services Council San Diego and in Israel. Hillel of San Diego
We also built the permanent in israel Unrestricted Endowment, Program Directors Crossroads indicating great trust in Jewish Family Service future leaders and enabling Jaffa Institute the Foundation’s grants Rides and Smiles Expansion Crisis Intervention Center program to grow and Refugee Resettlement thrive.” Neve Yosef Community Center Lawrence Family Jewish —rodney stone Community Center—Jacobs Family Empowerment of Young Campus Ethiopian Jews
Shalom Baby Schneider Medical Center
Shalom Gesher First Aid Intervention
J-Pride
1989 San Diego resettles more than 350 Soviet Jews with significant funding provided by Foundation
28 Jewish Community Foundation of San Diego for community
community partners Sharing resources and developing partnerships are key to a strong and vibrant community. The organizations listed on this page have placed funds with the Foundation to benefit from centralized investment, accounting and administration services. While all have different missions, they share a common desire to ensure the high quality and stability of the community—for now and for future generations.
jewish community general community House of Israel organizations organizations Immigration Museum Agency for Jewish Education Alzheimer’s Association of New Americans Camp Mountain Chai Elder Law and Advocacy Israel Athletic Chabad Hebrew Academy La Jolla Playhouse Jewish Community Camp & Hillel of San Diego San Diego Opera Association Retreat Center Jewish Family Service San Diego Second Chance Jewish Learning Center Lawrence Family Jewish Program John A. McCarron Community Center San Diego Symphony International Fund for Jacobs Family Campus Foundation Continuing Education in Medicine San Diego Jewish Academy San Marcos Community Foundation Kadima Independent Day Seacrest Village Retirement School Communities Pardes Fellowship Soille San Diego Hebrew Day community funds School Project HIGH Steve & Shelly Abramson (Helping Israelis Gather United Jewish Federation of Shabbatonim Hope) San Diego County Argen Interest Free Loan Louis Rose Historical Bikur Holim Preservation synagogues Chai South Africa Rae & Ed Samiljan Community Camp Congregation Beth El Emergency Response Scholarship Congregation Beth Israel Foundation San Diego Jewish Hospice Ohr Shalom Synagogue Eye Physicians Vision Program Temple Adat Shalom Stanley Foster Construction San Diego State University Tech Academy Temple Emanu-El Jewish Studies Program Friends of Herzlia Temple Solel San Diego Walk for Darfur Friends of Katrina—San Diego Tifereth Israel Synagogue Wexner Heritage
1990 1991 Foundation publishes Generation to Generation Grants awarded by Foundation support Israel Charitable Gift Guide scholarships and needs analysis for seniors
29 section two Annual Report 2006
community youth foundation From all over the county and from every denomination, Community Youth Foundation (CYF) participants unite to award grants to worthy nonprofits. Together they study Judaic texts about giving and conduct site visits to community organizations.
In April 2006, seven CYF alumni joined more than 100 other teenagers from across the country in Denver, Colorado for the first-ever Jewish Youth Philanthropy Conference, held in conjunction with the Jewish Funders Network international meeting.
cyf participants cyf hillel participants
Gabriel Avraham Ilana Newman Rose Anzarouth Blake Brodie Max Newman Jody Coughlin Max Einhorn Leah Nierman Ruth Kerman Ian Gardiner David Pearl Liz Palmer Max Gonzales Mike Potiker Tamar Rosner Zachary Herb Raphael Pransky Carolyn Sam Penny Jennewein Abbey Seltzer Liora Schneider Maddy Jennewein Marissa Signer Oren Tevet Matthew Johnson Emma Tuttleman Vitaly Dashevsky Ariella Laiken Alexander Wais Daniel Lapidus Zev Warhoft Jessica Moskowitz Aviva Wolman “I really loved learning how charities work and how to give money smartly.” cyf participant
1992 Foundation donors recommend more than $20,000 in grants to assist hurricane- damaged South Florida
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1993- 1996 Shearn Platt president
“One of my primary goals was to strengthen the way the Foundation was being marketed in order to encourage new participants and fulfill the Foundation’s Community Youth Foundation alumni attended first ever Jewish Youth Philanthropy conference in Denver potential for good in the community. We hired a new Executive Director, Marjory cyf alumni program national jewish youth participants philanthropy Kaplan, and reorganized the conference Amanda Haworth staff. With the new emphasis Max Einhorn Sara Jacobs on marketing and growth, Amanda Haworth Jed Moch assets grew significantly Ariella Laiken Tammy Sacks during a moderate market Tammy Sacks Gabrielle Scher cycle. We also received three Aaron Smargon Aaron Smargon major bequests resulting in Aaron Voit Sophie Tuttleman new programs in San Diego Carli Wittgrove Sophie Vener and Israel.” Aaron Voit —shearn platt Carli Wittgrove Bekka Woodward
1993 Foundation Board adopts seven-year strategic plan with a goal of doubling the assets from $15 million to $30 million by the year 2000
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jewish women’s foundation Members of the Jewish Women’s Foundation (JWF) join together to creatively address the needs of Jewish women and girls in San Diego and elsewhere on the premise that the whole is greater than the sum of the parts. The JWF is member-driven, empowering women to engage in collective action through philanthropy and education.
Not only do JWF members contribute funds to worthy programs, but they are encouraged to share expertise and guidance as well, creating a true partnership with funded organizations. The JWF’s first grant established the Supporting Jewish Single Parents Program at Jewish Family Service which connects single parents to the community and provides them with information and resources.
Last year, the JWF sponsored two highly successful Women & Money events, attended by more than 120 people, fulfilling its role as an educational resource for members in the community.
“Sh’ma b’kolah: listen to her voice.” —genesis
Jewish Women’s Foundation Chair Marcia Hazan with mother and JWF member Pauline Foster, former President of the Jewish Community Foundation
1993 Foundation receives estate of Theresa Woodard for the benefit of children with physical and developmental disabilities. Grants from the estate later establish the Inclusion program at the Lawrence Family Jewish Community Center
32 Jewish Community Foundation of San Diego for community
“Collaborating on grant making with some of the most intellectually engaged women I have ever known has been a very rewarding experience.”
—marcia hazan, jwf chair
founding members
Jan Tuttleman, Claire Ellman Susan Kabakoff Vivien Ressler Founding Chair Phyllis Epstein Marjory Kaplan Jane Scher Marcia Hazan, Chair Jane Fantel Susan Lapidus Barbara Sherman Betty Byrnes, Past Chair Judy Feldman Jennifer Levitt Karen Foster Silberman Sondra Berk Esther Fischer Barbara Lubin Sharon Silverstein Marsha Berkson Judy Fisher Ellen Marks Elene Solomon Rabbi Lenore Bohm Pauline Foster Rebecca Newman Gloria Stone Lisa Braun-Glazer Elaine Galinson Orit Ostrowiak Anita Szawielenko Gail Braverman Laura Galinson Barbara Mandel Pache Edna Tuttleman Sophie Brody* Marsi Gardiner Monica Handler Penner Sophie Tuttleman Julie Bronstein Beverly Glickman Linda Platt Zelda Waxenberg Elaine Chortek Rabbi Lisa Goldstein Julie Potiker Susan Chortek Weisman Hannah Cohen Bryna Haber Sheila Potiker Helene Ziman Phyllis Cohn Beth Jacobs Allison Price Jessica Effress Jerri-Ann Jacobs Evelyn Rady *Of blessed memory Emily Einhorn Mara Jacobs Anne Ratner Toby Eisenberg Sara Jacobs Laurayne Ratner
1994 Marjory Kaplan succeeds Dan Weinberg as Foundation’s second full-time Executive Director
33 section three for legacies Jewish Community Foundation of San Diego for legacies
create a jewish legacy A promise today means an enduring gift that will give strength and vitality to the Jewish community tomorrow and improve the quality of life for the community at large. By creating a Jewish legacy, individuals promise to make a gift after their lifetime that will link generations and ensure the security of the organization(s) of their choosing.
Since the inception of the Create a Jewish Legacy Program, 350 families have promised to impact the community by promising an estimated $61 million to 35 different Jewish causes and 20 secular groups. Their commitments to the future are living examples of compassion and generosity.
legacy givers
A Richard Barton & Terri Bignell Larry & Janet Acheatel Elaine Feuer-Barton Scott & Karen Blumen David & Yael Alpert Leslie Belden Cynthia Bolker Gertrude Aminoff* Irvin & Ruth Belenzon Brian & Jan Borkum Irving* & Cecelia Jacob & Leslie Bercovitz Richard & Lillian Braun Appelbaum Mark Berger & Jackie Tolley Ira & Sharon Braverman Daniel Arovas & Howard & Marsha Berkson Shirley Brenner Joyce Miller Arovas Michael and Carolyn Berlin Michael Breslauer & Joyce Axelrod Edgar & Julie Berner Stephanie Levine Breslauer B Robert & Linda Bernstein Jamie & Karen Breziner Dr. Stephen & Sheldon Bernstein Mitchell & Merle Brodie Carol Davidson Baird Sidney & Gloria* Bernsen Nina Brodsky Michael & Lori Barnett Samuel Berson* Sophie Brody* Melissa Garfield Bartell & Michael Bartell Raquel Berson Abraham & Pamela Broudy Ezra & Lisa Betech Charlotte Broussard
1993 Special grants awarded to Jewish Family Service to enable relocation to new headquarters in Hillcrest
35 section three Annual Report 2006
Rabbi Jeff Brown & F Rabbi Lisa Goldstein Amy Bebchick Beth Faber-Jacobs Meg Goldstein Todd & Debby Buchholz Morey & Jeanne Feldman Zelda Goodman Donald & Betty Byrnes Michael & Carolyn Felzer Teresa Goodwin C Robert Fink Herman & Jean Gordon Stephen & Linda Carson Joe Fisch Sidney & Bernice Green Theodore & Ella Cashuk Jack & Sigrid Fischer Dr. Oscar & Rita Greene Miriam Chall Merle & Teresa Fischlowitz Herbert & Marlene Greenstein Peter & Elaine Chortek Muriel Fleischman* Robert & Joan Greenstone Janet Clancy Scott & Ethel Fleury Allen & Toni Gruber Brian & Liza Cohen Ronald & Carol Fox Sylvan & Ruth Grunwald Hal & Helen* Cohen Allesandro Franco H Michael & Myrna Cohen Gary & Barbara Frank Charlotte Haas* Joe Cohen & Martha Farish Rabbi David Frank & Jeffrey and Fern Platt Hall Melvin & Betty Cohn Davida Shreiber Gerald & Judy Handler Arthur & Eilene Cummins Morris Freifelder* Gordon & Barbara Haworth D G Marcia Hazan Clive David Graeme & Simone Gabriel Freda Heller Stuart & Sharon Davidson Murray & Elaine Galinson Michael & Maria Herman Jeff & Mardelle Davis Julie Teper Galper Norman & Harriet Herman Ronnie Diamond Franklin & Jean Gaylis Ernest & Margaret Heuman* Sheldon & Natalie Diamond Hymie & Rhoda Gaylis Stan & Joyce Heyman E David & Sylvia Geffen Herman Hindel* Karen Eddie Amnon Gires & Samuel Hindel* Carl Eibl & Amy Corton Monica Handler Penner Beno & Hadassah Hirschbein Joan Eichberg Jerald Glassman & Myra Greenberg-Glassman Gary & Tracy Hirschfeld Daniel & Emily Einhorn Joseph & Beverly Glickman Clara Hockmeyer Jim & Marti Eisenberg Kenneth Ginsburg & Isadore & Betty Horne David & Claire Ellman Bonnie Sowa Rabbi Mark Hurvitz & Lynne Elson Rabbi Aaron* & Jeanne Gold Rabbi Deborah Prinz Dan & Phyllis Epstein Melvin & Rory Goldberg Harry Goldman*
October 1994 1975 Year-end contributions to FoundationLorem ipsum reach dolorum de highest point ever facto ip esse non gratitur. Lorem ipsum dolorum de facto ip esse non. Lorem ipsum dolorum de facto ip
36 Jewish Community Foundation of San Diego for legacies
J David & Jessica Kupferberg Brian & Suzanne Marcus Gary & Jerri-Ann Jacobs Murray & Flora Kuritsky Ellen Marks Irwin & Joan Jacobs L Louis Mednicoff* Karl & Audrey Jacobs Sam & Gabriella Labson Eli & Susie Meltzer Howard Jacoby Edith Lange Rabbi Scott & Jennifer Meltzer Irv & Eleanor Jaffe Robert & Susan Lapidus Carlos & Esther Michan Richard & Ann Jaffe Dorothy Last* Silva Missler* Chris & Emily Jennewein Jim & Risa Lauth Clive & Tamara Moch Harold & Catherine Johnson* Sally Leed* Jonathan & Gillian Moss Cecile Jordan Ira & Susan Lerner Mark & Ellen Moss Miriam Jubelirer* Joseph & Jennifer Lerner Ann Levenstein Mound Myron & Laura Jucha Lainie Lesser-Mark N K Arthur & Sandra Levinson Alan & Nancy Nevin Errol & Harriet Kader Jean Levitan Larry & Rebecca Newman Lionel & Kim Kahn Gary & Cheryl Levitt Robert Novick Marjory Kaplan Ruth Levor O Maurice & Charmaine Kaplan Jerry & Lee Levy Joe & Sima Oppenheimer Robert & Jodie Kaplan Rabbi Mel & Deena Libman Norm Orgel Jerry & Bea Karp Bob Lin Helen Orin* Barry & Avra Kassar Miriam Lincoff P Jerald & Marge Katleman Marshall & Gail Littman Barbara Mandel Pache Howard & Ann Katz Larry & Marla Lobenstein Arnold & Marilyn Packer Larry Katz Hamilton & Estelle Loeb Martin & Beverly Pamensky Miriam Katzin Ervin London Sarah Person-Leeds* Nadja Kauder Craig & Marty Lotzoff Irving & Anne Pinkel Howard & Lori Kaye Herbert & Marsha Lubick Shearn & Linda Platt Gerald & Shirley Kobernick M Jeff Platt & Gina Lew Gary Kornfeld & Alan Maisel Lorne & Cynthia Polger Theresa Dupuis Susan Ten Eyck Mallory Larry & Janet Pollack Lawrence & Sallye Krause Norman & Sivia Mann Hughes* & Sheila Potiker Seth Krosner Ruth Mann* Seth & Susan Pransky
1995 Foundation and Lawrence Family JCC pioneer partnership for endowment services
37 section three Annual Report 2006
R George & Mary Ann Scher Ronald & Anne Simon Barry Raskin & Linda Olafson Colin & Jane Scher Neal Singer Ruth Raskin* Irving & Gloria Schiffman Jerold & Phyllis Siperstein Abraham* & Anne Ratner Norman & Arnie* & Lucille Sirk Sandford & Laurayne Ratner Anneliesse* Schulman Robert & Debra Skomer Gary Ravet May Sebel Herbert & Elene Solomon Shirley Ravet Myron & Cynthia Seeberg Steven & Esther Solomon Jeffrey & Vivien Ressler Sonya Seiderman* Leo & Jodie Spiegel Len & Connie Robin Charlene Seidle Sperling Family Fund Bernice Rosenberg Walter Shapiro Steiman Family Trust Rabbi Leonard & Leah Shapov* Marty Stern & Marcia Kern Judy Rosenthal Jacob & Liz Sharp Joseph & Ellen Strum* Robin Rubin Herbert & Bette Shatoff Michael & Anita Szawielenko Craig & Ronnie Rubinoff Mark & Diane Shatz T Alan & Dana Rusonik Lawrence & Barbara Sherman Charles Tannen* S Mark & Renee Sherman Robert & Mary Stuart Taylor Tom & Helen Sabo Shillman Foundation Nessim & Sarah Tiano Dr. Bruce & Sheri Sachs Leon & Fern Siegel Steven & Sharon Tradonsky Al & Teresita Salganick Jeffrey Silberman & V Karen Foster Silberman Todd Salovey & Diane Boomer Louis & Tammy Vener Raphael & Kitty Silverman Howard & Diane Schachat Alan & Caryn Viterbi Edward & Zella Silverstein Steven & Linda Schechner Alexandra Viterbi Elaine Simon Frederick & Shari Schenk Andrew & Erna Viterbi
“As our parents planted for us before we were born, so do we plant for those who come after us.” —talmud
1995 Three women establish endowments for United Jewish Federation, kick-starting Lion of Judah Endowment program
38 Jewish Community Foundation of San Diego for legacies
Audrey Viterbi Gordon & Marilyn Williams Danielle Viterbi Mort Winski* Samantha Viterbi George Wise 1996- Valeri Viterbi Edith Wiseman Morton Vogelson* Stephen & Deborah Wismar 1998 Steve & Gerry Voit David Witkowski & Lawrence W Cantor Kathy Robbins Hubert & Geraldine Wolff Sherman Jeffrey & Barbara Wassertrom president David & Sharon Wax Dr. Don & Marcia Wolochow Zelda Waxenberg Bertie & Jackie Woolf “During my term as Y Annette Kaplan Weil President, the assets of the John & Cathy Weil Ann Youngblood* Z Foundation more than Rabbi Simcha & Betty Weiser Marvin & Judy Zaguli doubled from $25 million to Dr. Robert Weisgrau & Dr. Roberta Gottlieb Joan Zak $54 million, and we began to Eric Weisman & Lillian Zilbercwicz* whisper about achieving a Susan Chortek Weisman Brian & Celena Zimmerman goal of $100 million of assets. George Weiss Jeanne Zlotnick We also reinstituted regular Nancy Weissberg Anonymous (36) annual grants from our Steven & Avra Weitzen Unrestricted Endowment, Matthew Weitzman & Sharon Stamper *Of blessed memory and the stage was set for our Sydney & Cynthia Wexler current role of helping donors design individual charitable plans. I am especially proud that during my term, we successfully implemented our family foundation program which further dramatically increased the size and stature of the Foundation in our community.” —lawrence sherman
If your name was inadvertently left off this list or listed incorrectly, please contact the Foundation.
October 1995 1975 Estate of Walter MendelsohnLorem establishes ipsum dolorum de Early Childhood Diagnosticfacto and ipTreatment esse non gratitur. Center in Hof Ashkelon, IsraelLorem ipsum dolorum de facto ip esse non. Lorem ipsum dolorum de facto ip
39 section three Annual Report 2006
endowment leadership institute (eli) The Endowment Leadership Institute (ELI) engages lay and professional leadership from 20 local agencies, synagogues and day schools in a comprehensive training program to establish bequests and other estate gifts. These bequests will build future endowments for the Jewish community.
The key element of the program is maximizing the positive relationships organizations already have with their donors. The Foundation provides each participating organization with a focused course of study including group sessions and individual coaching as well as a $36,000 incentive grant, payable over three years upon the completion of established goals. In addition, the Create a Jewish Legacy marketing effort raises awareness of bequests, endowments, and other planned gifts in the overall Jewish community.
Legacies created through ELI will form the endowments that will keep our community strong for generations to come.
eli participating organizations
Agency for Jewish Education Congregation Beth Jacob Chabad of University City Congregation Dor Hadash Congregation Adat Yeshurun Hillel of San Diego Congregation Beth Am Jewish Family Service Congregation Beth El Lawrence Family Jewish Community Center Congregation Beth Israel Jacobs Family Campus
ELI participant Peter Chortek
1996 Grants awarded by Foundation reach $6 million for fiscal year—highest year ever
40 Jewish Community Foundation of San Diego for legacies
Community leaders gather at Endowment Leadership Institute session
Ner Tamid Synagogue Temple Emanu-El Ohr Shalom Synagogue Temple Solel San Diego Jewish Academy Tifereth Israel Synagogue Soille San Diego Hebrew Day United Jewish Federation School of San Diego County Temple Adat Shalom
October 1996 1975 Foundation assets reach $24 million Lorem ipsum dolorum de facto ip esse non gratitur. Lorem ipsum dolorum de facto ip esse non. Lorem ipsum dolorum de facto ip
41 section three Annual Report 2006
book of life The Book of Life documents promises made by one generation to the next to secure the future of the Jewish community. More than 120 people have inscribed their names in the Book of Life, expressing their belief in and commitment to Jewish values and heritage, and ensuring that our people will survive and flourish. The inscriptions, together with a portrait photograph, detail the personal thoughts, passions and experiences that inspired the gift of a Jewish legacy.
“Endowing my Lion gift to the United Jewish Federation Women’s Division will ensure that my tikkun olam continues and will serve as a role model for future generations.”
—susan chortek weisman excerpt from book of life statement
Steve & Shelly David & Herman & Murray & Abramson Claire Ellman Jean Gordon Flora Kuritsky Irving* & Lynne Elson Barbara, Graham & Marshall, Gail & Cecelia Appelbaum Earl Feldman Amanda Haworth Rebecca Littman Joyce Axelrod Morey & Marcia Hazan Hamilton & Jacob & Jeanne Feldman Deborah G. Horwitz Estelle Loeb Leslie Bercovitz Walter & Pam Ferris Edward & Norman & Sivia Mann Edgar & Julie Berner Merle & Linda Janon Terri Bignell Teresa Fischlowitz Marjory Kaplan Howard & Lottie Marcus Don & Betty Byrnes Pauline Foster Robert & Jodie Kaplan Elias & Peter & Murray & Frances Margolin Elaine Chortek Elaine Galinson Barry & Avra Kassar Ellen Marks Melvin & Jay & Lisa Gelbart Seth Krosner Jonathan Marks Betty Cohn Madeline Goldberg*
1997 Foundation celebrates 30th anniversary with assets of $30 million
42 Jewish Community Foundation of San Diego for legacies
“The gift of giving fulfills my obligation as a Jewish woman to a city and a community of people that has brought many honors and happiness to my life. It has endowed me with the privilege of performing tzedakah in the names of my parents, George and Anna Shelley and my late husband, Morton Thaler and myself.”
—gertrude thaler excerpt from book of life statement
David Meister* Emanuel & Barbara & Robert & Ann Mound Shirley Ravet Lawrence Sherman Mary-Stuart Taylor Alan Nevin Barbara & Fern B. Siegel Gertrude Thaler Henry Reed Larry & Arnie* & Lucille Sirk Sarah & Rebecca Newman Rae Samiljan Phil & Ruth Slonim Nessim Tiano Joseph Oppenheimer Jane Scher Herbert & Jan Tuttleman Larry & Mary Ann & Elene Solomon Erna & Andrea Oster George Scher Steven & Andrew Viterbi Teddie Lewis Pincus Irving & Esther Solomon Morton Vogelson* Gloria Schiffman Shearn & Linda Platt Mark, Jill & John & Cathy Weil Jack & Rebecca Spitzer Anne Ratner Susan Chortek Sherron Schuster Rod & Gloria Stone Weisman Laurayne & May Sebel Sandford Ratner Michael & *Of blessed memory Charlene Seidle Deena Swidler
1997 Victor Schulman passes away and leaves bequest to benefit Jewish elderly in San Diego
43 section three Annual Report 2006
foundation legacies The following individuals have demonstrated their trust by allowing the Foundation to provide long-term, perpetual stewardship of their charitable wishes. After their lifetimes, an area of interest endowment fund will be established in their names. Federation funds support the United Jewish Federation of San Diego County’s Annual Campaign.
foundation Joseph & Sima Oppenheimer Irving & Cecelia Appelbaum Hughes* & Sheila Potiker Jessie Bello* Anne Ratner Edgar & Julie Berner Jack & Sherron Schuster Sheldon Bernstein Charlene Seidle Donald & Betty Byrnes Arnie* & Lucille Sirk Melvin & Betty Cohn Nessim & Sarah Tiano Daniel & Emily Einhorn Sidney & Cynthia Wexler David & Claire Ellman Anonymous (6) Beth Faber-Jacobs Morey & Jeanne Feldman federation Murray & Elaine Galinson Names featured in color indicate Joseph & Beverly Glickman a Lion of Judah Endowment Marcy Goldstone David & Annette Alpert Herman & Jean Gordon Edgar & Julie Berner Clara Hockmeyer Terri Bignell Robert & Jodie Kaplan Lillie Breitbard* Marjory Kaplan Sophie Brody* Jerald & Marge Katleman Hattie “Sunshine” Brooks* Seth Krosner Lucille* & Howard Brotman Robert Lazarus Peter & Elaine Chortek Ellen Marks Jane Fantel Alan & Nancy Nevin Alberta Feurzeig Mickey Novak Robert Fink
1997 First family supporting foundations established by Viterbi and Galinson families
44 Jewish Community Foundation of San Diego for legacies
Pauline Foster Alfred & Teresa Salganick Laura Galinson Rae Samiljan Stephanie Galinson Lillian Scharlin 1998- Geanie Zelig Galinson Jane Scher Murray & Elaine Galinson Mary Ann Scher 2000 Jay & Lisa Gelbart Irving & Gloria Schiffman Pauline Foster Trude Gitler* Karen Foster Silberman president Joseph & Beverly Glickman Audrey Viterbi Smargon Marcia Hazan Herbert & Elene Solomon Ernest & Margaret Heuman* Gloria Stone “The Foundation’s reputation Jodie & Robert Kaplan Deena Swidler for quality and excellent Marjory Kaplan Nessim & Sarah Tiano service expanded during my Miriam Katzin Jan Tuttleman presidency as did assets and Gary Kornfeld & Alexandra Viterbi grants. In addition, I started Theresa Dupuis Caryn Viterbi Murray & Flora Kuritsky to raise the Board’s awareness Danielle Viterbi of the need to actively request Sally Leed* Andrew & Erna Viterbi funds for the Foundation’s Michael & Karen Levinson Samantha Viterbi endowment which was low for Sandra Levinson Valeri Viterbi Marsha Lubick Susan Chortek Weisman a community of our size. Ellen Marks Shana Kari Weisman My entire team—the Board, Silvia Missler Jackie Woolf Committees and staff— Tamara Moch Dianne York-Goldman expended much positive and Mark & Ellen Moss Charles* & Leah Zibbell constructive effort to take the Alan & Nancy Nevin Foundation to new heights. Rebecca Newman * Of blessed memory It was a real life example of Miriam Norten what can happen when a Andrea Oster dedicated group of people Anne Ratner work together for the good of Shirley Ravet the community.” Barbara & Henry Reed —pauline foster
October 1998 1998 1975 Foundation awards grants to assist in expansion Community Youth FoundationLorem established ipsum dolorum de of Seacrest Village Encinitas campus and the to educate young people aboutfacto ipthe esse impact non gratitur. Lawrence Family Jewish Community Center of philanthropy Lorem ipsum dolorum de facto ip esse non. Lorem ipsum dolorum de facto ip
45 section three Annual Report 2006
memorial fund highlight Ruth Raskin “Our Mom’s giving looked beyond the usual places and programs to provide people a chance to think beyond the needs of subsistence and reach for beauty. She also helped people stand on their own and gave them something to build on, a boost to nurture special talent, for example, or furnishings for emigrating Russian Jews setting up their first home in America.” –andrea booth & betsy gullickson
memorial funds Judaic texts and scholars teach that tzedakah is a powerful way to honor the memory of those no longer with us. The same care and concern that these individuals exhibited in life will live on. They will never be forgotten.
Morley Barsky Memorial Ruth Raskin Memorial Marla Bennett Memorial Stephanie Jean Hayo Robins Memorial Lillian, Jacob and Hyman “May their Goldstein Memorial Sidney Rose Memorial Frances Gotkowitz Memorial Jorge Rosental Memorial names forever Carlos Lindenfeld Memorial Dorothy and Saul Roth be a blessing.” Memorial Leo Melman Memorial Camp talmud Scholarship Gregg Paul Silverman Memorial Mickey Newman Memorial Scott Noah Stone Memorial Rabbi Dr. Nathaniel Pollack Memorial Achille and Maria Viterbi Memorial
October 1999 1975 Foundation creates JewishLorem Day School ipsum dolorum de Fund for Scholarships to benefitfacto ip all esse San nonDiego gratitur. Jewish Day schools Lorem ipsum dolorum de facto ip esse non. Lorem ipsum dolorum de facto ip
46 section four for stability section four Annual Report 2006
financial overview financial overview The Foundation experienced continued financial success in fiscal year 2006 2000- with assets, grants, contributions and investment revenue all increasing from the prior year. The Foundation ranks as the second-largest in San Diego in 2002 terms of asset size and is the largest grantmaker in the region. In addition, the Foundation is one of the ten largest organizations of its kind in North Jack Schuster America. president assets Total managed assets climbed to $224 million. This growth occurred within a “During my presidency, record year of grant making. Significant contributions and positive investment performance contributed to the overall increase in assets. the Foundation identified a critical emergency issue—the grants soaring costs of energy for our Grants increased to $53.5 million and the number of grants reached 3,900, the Jewish organizations—and highest the Foundation has ever distributed. mobilized the community to new gifts address it. This initiative and Contributions to the Foundation jumped 65% over the previous year with others helped transform the more than $47 million gifted. Contributions were received from hundreds of Foundation from a charitable individuals and families. Additions to custodial funds increased as well, bank to a dynamic indicating strong confidence on the part of the Foundation’s nonprofit community partner. organization partners. In addition, important operating budget programs such as the Book of Low overhead and an efficient operation are crucial to the Foundation’s Life and Jewish Women’s mission of serving the community. The measurement for a community Foundation were established foundation’s efficiency is operating expenses as a percentage of managed assets. For both the last year and the one before that, the Foundation’s ratio that have been warmly was 0.6%, considered low for a community foundation of our size. received and now engage many community members.” Revenues were higher than anticipated and expenses lower than projected. The Foundation has reported a budget surplus every year for more than a decade. —jack schuster Reserves increased to more than $650,000, providing a prudent safety net for unexpected market fluctuations, expense timing and grant activities.
2000 Foundation assets leap to $150 million
48 Jewish Community Foundation of San Diego for stability
statement of assets 2006 2005 Jewish Community Endowment $ 6,773,000 $ 5,934,000 Donor Advised Funds 83,601,000 82,820,000 Supporting Foundations 88,701,000 83,480,000 Custodial Funds 35,771,000 29,211,000 Restricted and Other Funds 9,181,000 7,458,000 Total Assets $224,027,000 $ 208,903,000
Operating Expenses $ 1,332,000 $ 1,243,000 As Percent of Managed Assets 0.60% 0.60%
statement of activity highlights Grants to Charitable Organizations $ 53,461,000 $45,971,000 Contributions from Donors 47,300,000 28,600,000 Custodial Fund Additions 9,300,000 6,200,000 Investment Income 15,573,000 11,765,000
A copy of the Foundation’s audited financial statements is available on request. The Foundation’s fiscal year ended June 30, 2006.
2000 Fiscal year grants reach $29 million, highest amount ever
49 section four Annual Report 2006
investments The Foundation’s investment policies allow leaders to address today’s community needs while also providing for future generations.
Three years ago, the Foundation introduced four investment pools with specific asset allocations and goals. Approximately 60% of assets are now held in the pools. The Foundation’s highly talented Investment Committee—including many professionals in the field—helps ensure that the pool returns compare favorably with the benchmarks. In addition, the Committee has engaged the respected firm of Wurts and Associates which specializes in developing asset allocation for endowment portfolios.
All of the pools have experienced strong performance over their three years of existence, particularly the Endowment Pool which is the largest at close to $100 million in assets. The Endowment Pool’s one-year return was 10.1%, and the three-year average annual return was 12.4%. Since its inception three years ago, the Endowment Pool has placed in the top third when compared with other endowments of universities, hospitals and other large nonprofit organizations across the country.
The Investment Committee also oversees investments outside of the pools. These investments must conform to the Foundation’s overall investment policy and are reviewed regularly by the Committee.
endowment pool
returns target asset allocation
2001 Foundation creates fund to help Jewish institutions meet soaring utility costs
50 Jewish Community Foundation of San Diego for stability
governance The Jewish Community Foundation has served the community for 40 years and will continue to engage many generations to come. Ensuring the Foundation’s long-term ability to meet the needs of the community and to preserve the legacies of donors requires watchful oversight and excellent governance. This includes compliance with both the spirit and letter of the law, acting with financial integrity and operating effectively and ethically.
leadership The Foundation’s Board provides stewardship and management for all contributed funds. Serving without compensation, Board members approve grants, monitor investment performance and the budget, review compensation of senior staff members and oversee the operations of the Foundation. Individually, the men and women who comprise the Board represent the San Diego Jewish community’s most distinguished and experienced civic and business leaders.
audit The Foundation undergoes an annual audit overseen by the independent Audit Committee. The audit is comprehensive to ensure that management is fulfilling its responsibilities in providing accurate and reliable financial information.
confidentiality The Foundation adheres to a strict confidentiality policy. All information related to donors, individual balances, grantmaking issues and other matters is kept confidential.
ethics policy The Foundation’s ethics policy governs the way business is conducted. Board members disclose and resolve all real and potential conflicts of interest through signing an annual disclosure statement. Decisions are made in the best interest of the community and using a framework of Jewish values. The Foundation considers the well-being and interests of donors paramount.
transparency An essential ingredient for good governance is open access to information. The Foundation reports to the community in an honest, direct and intentional manner. The audited financial statements and IRS Form 990 are posted on the Foundation’s website.
2001 Foundation donors come to aid of 9/11 victims
51 section four Annual Report 2006
committees
audit endowment leadership D. Stephen Boner investment institute (ELI) Robert Lazarus, Chair Betty Byrnes Andrew Ratner, Chair Edgar Berner Jane Scher, Chair Jane Fantel Janet Acheatel Emily Einhorn Betty Byrnes Nadine Finkel Marc Channick Paul Nierman Elaine Chortek Sandra Fisher Peter Chortek John Ohanian Joseph Cohen Laura Galinson Ted Finkel Andrew Ratner Barbara Haworth Alberta Feurzeig Barry Kassar Lawrence Sherman Robert Lazarus Judy Fisher Jerald Katleman James Nierman Joan Jacobs Jerome Katzin board advancement Sheryl Rowling Felicia Mandelbaum Lewis Klein David Wax Jan Tuttleman, Brian Marcus Joseph Oppenheimer Chair 2006/2007 Brian Miller Jack Schuster finance Murray Galinson, Joseph Oppenheimer Leo Spiegel Chair 2005/2006 Paul Nierman, Andrea Oster Eugene Step Edgar Berner Chair 2006/2007 Monica Handler Penner Mark Stuckelman Sheila Potiker Emily Einhorn, Shirley Ravet Nessim Tiano Chair 2005/2006 Lawrence Sherman Jeffrey Ressler Amnon Ben-Yehuda Steve Solomon Caryn Viterbi real estate Cynthia Bolker Susan Chortek Weisman Ronald Friedman Jeffrey Silberman, Chair legal Larry Katz Emily Einhorn Lawrence Sherman, Esq., human resources Dennis Lavine Eddie Goldberg Chair Edward Thomas Emily Einhorn, David Mandelbaum Jeffrey Silberman, Esq. Chair 2006/2007 Charles Tiano Alan Nevin Steven Spector, Esq. Paul Nierman, James Nierman Jerome Turk Chair 2005/2006 Lawrence Poster Edgar Berner Lawrence Sherman grants Jack Schuster Ryan Stone Martin Klitzner, Lawrence Sherman Chair 2006/2007 Andrew Viterbi Claire Ellman, Chair 2005/2006 Barbara Barsky Michael Berlin
2001 First Book of Life signing ceremony held with 40 community members promising to establish a legacy for the future Jewish community
52 Jewish Community Foundation of San Diego for stability
strategies leadership council Jan Tuttleman, Chair Elaine Galinson, Chair Roz Pappelbaum 2002- Edgar Berner Bernard Arenson Stan Pappelbaum Emily Einhorn Melissa Garfield Bartell Linda Platt 2004 Shearn Platt Murray Galinson Eugene Berkenstadt Andrew Viterbi Henry Haimsohn Robert Berton Robert Price president David Kabakoff Ben Borevitz Ernest Rady Sheila Potiker Arthur Brody Shirley Ravet Jeffrey Silberman Howard Brotman Arthur Rivkin “My tenure as Foundation Brian Tauber Betty Byrnes Robert Rubenstein President was marked by Edward Samiljan Andrew Viterbi Robert Caplan growth—in dollars, number of Sheldon Scharlin Peter Chortek participants, grants, and marketing and fund Hal Cohen Mary Ann Scher development programs. The Endowment Stephen Cohen Gary Shekhter Leadership Institute was Claire Ellman, Mel Cohn William Shenk Co-Chair 2006/2007 Charles Feurzeig Donald Slate established which promotes a David Kabakoff, Pauline Foster Morris Slayen community camaraderie not Co-Chair 2006/2007 Joseph Glickman Herbert Solomon previously seen in Jewish San Melvin Cohn Frank Goldberg Eugene Step Julie Datnow Diego. Also during my term, Herman Gordon Gloria Stone Sharon Gabriel the Foundation took the lead Henry Gotthelf Rodney Stone Murray Galinson when devastating wildfires hit Jerald Katleman Edward Thomas Jeffrey Glazer our area, receiving support Richard Katz Nessim Tiano Zelda Goodman from around the globe and Jerome Katzin Ken Weiss Henry Haimsohn expending funds wisely. Warren Kessler Chuck Helsel During my final year as Gerald Kobernick Lowell Potiker Arthur Levinson President, grants reached their Edward Samiljan Sandra Levinson highest point ever and our Lawrence Sherman Bernard Lewis strengthened partnership with Brian Tauber Jaime Liwerant UJF enabled us to better serve Erna Viterbi Sivia Mann the community.” Rebecca Newman —andrew viterbi
2002 United Jewish Communities hails Foundation as most successful in North America
53 section four Annual Report 2006
estate and tax planning council Edward G. Thomas, Robert Carne Eloise H. Feinstein Mark Gordon Co-Chair, 2006/2007 Dawn M. Hall Earl Feldman Barry Graff Ellen Whelan, Cauthen Victor J. Ferrette Orin Green Co-Chair, 2006/2007 Marc Channick Robert Fink Carlee Harmonson George Alexander Jack Charney Ted Finkel Ann Harris Al Arias Paul M. Cheverton Todd S. Frank Nancy G. Henderson Zoe Benditt Joseph Cohen Ronald A. Friedman Stanley Heyman Barry Berelowitz Kenneth Coveney Richard A. Gaines David L. Hickson Michael Berlin James Cowley Eric Gardiner Lawrence Kaplan Edgar Berner Theodore Cranston Jay Gelbart Hillel Katzeff Cynthia Bolker Ed Danenhauer Robert C. Gellman Gary Kornfeld D. Stephen Boner Sheldon Derezin Richard Glasner Kevin Kravets Lawrence Branton Paul Dostart Andrew Glatt Archie Kuehn Daniel Brecher Irving Eisenberg Thea Glazer James Lauth Bernard Breier Clive M. Essakow Ryan Goldenhar Dennis Lavine Arthur Brown James Farley Donald Goldsmith Robert Lazarus Janice Carmen
“I always encourage my clients with charitable intentions to establish a donor advised fund or supporting foundation with the Jewish Community Foundation rather than go the private foundation route. The tax benefits, administrative and grantmaking support, excellent service and connection to the community cannot be beat.” —local cpa
Jahja Ling, Joan Jacobs, Min Lee and Irwin Jacobs at the Appreciation Event for the Estate and Tax Planning Council at the San Diego Symphony
2002 2003 Jewish Women’s Foundation established Leadership Council comprised of former Board members established with Elaine Galinson as Chair
54 Jewish Community Foundation of San Diego for stability
Stan Levitz Judy Pressman Nancy Spector Marshall Lewis Stephen Ratner Andrew J. Sussman 2004- Jeffrey Liber Andrew Ratner Alan J. Talbott Eric Lodge Beth Regan Carolyn Taylor 2006 Scott M. Lyons Roberta D. Repasy Michelle Tutoli Edgar Berner Errol Marcus Roberta Robinson Ellen Van Hoften president Oliver McElroy Sheryl Rowling Frederick R. Stephen Newnham M. Tami Sandke Vandeveer John Weil Margaret Anne Sheldon Scharlin “During my term, Payne David M. Schmutz Joan Weiss Mary Peshel Ken Weiss Foundation leadership was Martin Shapiro able to build upon the S. Andrew Pharies Lawrence Sherman Joel S. Weissler groundwork and desire of Ron Phillips Scott Short Eric Weitzen Susan Phillips Harold S. Small Lori M. Yocum previous Foundation Lawrence Poster Norman Smith presidents to become an Carol Powers Ian Smulowitz independent entity and provide our donors with the utmost confidence and good fiscal oversight. At the same “My client wanted to establish a philanthropic legacy, but he was unclear about the best time, we worked closely with direction. The Foundation’s staff met with my client and listened carefully as he talked UJF to build a stronger Jewish about the issues and causes that mattered to him. They then suggested legacy beneficiary community. In addition, the possibilities and ways for him to make a real impact for future generations. Endowment Leadership My client’s response to the program ideas helped further clarify the approach that most Institute progressed and developed into a national closely resonated with his goals. Plus the fact that the Foundation model for endowments which will oversee his legacy gives my client great comfort.” will not only impact San —local estate planning attorney Diego Jewish organizations in the future but also apply to many other communities.” —edgar berner
2003 2004 Foundation establishes Jewish Community Donor survey yields positive results with 100% Disaster Fund to assist victims of San Diego of Foundation donors indicating that they would Wildfires—hundreds of contributions received refer Foundation to a friend totaling almost $400,000
55 section four Annual Report 2006
executive committee
Sheila Potiker Murray Emily Einhorn Joan Jacobs Jan Tuttleman Paul Nierman Chair Galinson Vice Chair Vice Chair Vice Chair Treasurer Vice Chair and Chair Elect
Lawrence Jane Scher Edgar Berner Andrew Viterbi Elaine Galinson Kenneth Polin Sherman Secretary Immediate Past Past President Leadership UJF President General Counsel Chair Council Chair
“When you teach your child, you teach your child’s child.” talmud
2004 2004 Foundation assets top $200 million Endowment Leadership Institute established— becomes a successful national model and one of the first Jewish community programs engaging all denominations
56 Jewish Community Foundation of San Diego for stability
board of directors
Elaine Chortek Joseph Cohen Claire Ellman Elliot Feuerstein Henry Haimsohn Gary Jacobs
David Kabakoff Martin Klitzner Robert Lazarus David Mandelbaum Andrew Ratner Jeffrey Silberman
Brian Tauber Jerome Turk David Wax Eric Weitzen Marjory Kaplan Chief Executive Officer outgoing board members The Jewish Community Foundation thanks outgoing Board members Mel Cohn, Steve Solomon and Gene Step for their invaluable leadership and contributions.
2004 Foundation celebrates highest year of grantmaking ever with more than 3,500 grants totaling $57 million
57 section four Annual Report 2006
jewish community foundation staff
From left to right, back row: From left to right, front row:
Meryl Goldberg Jamie Zander Financial Analyst Office Associate
Marissa Garfield Gail Littman Program Officer Director of Endowments
Traci Serrano Marjory Kaplan Office Manager Chief Executive Officer
Charlene Seidle Jeremy Pearl Associate Director Chief Financial Officer
Myrna Holmes Cynthia Zena Controller Staff Accountant
Sarah Hoisington Receptionist
2005 2005 Foundation donors rally to assist Name legally changed to Jewish Hurricane Katrina victims Community Foundation of San Diego
58 Increase the effectiveness of charitable giving through partnering with the Jewish Community Foundation of San Diego
simplicity recognition or anonymity what to give The Foundation handles all Contributions and grants may be Appreciated stocks administration so you can made in a person or company’s and bonds concentrate on where to give. name—or anonymously. Cash increased tax benefits large or small gifts Closely held stock As a public charity, contributions Individual gifts of any size may be to the Foundation are likely to made for general charitable use or Life insurance policies have a greater tax advantage than to any fund. Donor Advised Mutual fund shares private donations. Funds may be established for as little as $1,800. Private foundation assets flexibility large or small grants The Foundation handles Real estate a variety of giving vehicles The minimum grant from a fund Retirement plans that can accept all kinds of assets at the Foundation is just $100. and can be customized to meet This is one of the lowest State of Israel bonds your giving interests. minimums nationally. ways to give economical strategic giving If each individual fund operated Because the Foundation Bar/Bat Mitzvah Funds independently and had to recreate distributes millions of dollars to Bequests through services on its own, the price tag the community, the professional wills and trusts would be enormous. staff can assist in making giving more strategic and meaningful. Charitable Gift Annuities professional management permanent Charitable Remainder Foundation assets are invested Trusts carefully and strategically, The Foundation will continue for closely overseen by the generations to come under the Donor Advised Funds Foundation’s top-notch guidance of the most experienced Endowment Funds Investment Committee and community leaders. Board. Family Foundations Jewish Women’s Foundation Memorial Funds Pooled Income Fund Wedding Funds
2006 2006 National recognition obtained through Another record-breaking year as Foundation citation in the Chronicle of Philanthropy and prepares to mark 40th anniversary Forbes lists of America’s Top 200 Charities photo credits
Lloyd Wolf Photographer© Front cover (lower right hand image); pp. 11, 20 (lower right hand image), 26 (image 2), 35; Back cover (image 3).
©2007 Jonathan Levine/UJC. All other rights reserved: Front cover (upper left hand image); Inside front cover (images 2, 4 and 5); pp. 2, 22 (lower right hand image), 27 (image 1); Back cover (images 2 and 4).
Special thanks to Melissa Jacobs, Creative Keepsakes Photography
Jewish Community Foundation San Diego 4950 Murphy Canyon Road San Diego, CA 92123 (858) 279-2740 tel (858) 279-6105 fax www.jcfsandiego.org