2007 Annual Report Is All About Connections—The Foundation’S Connections with the Jewish and General Community in Which We Live and Work

Jewish Community Foundation of San Diego Annual Report 2007 Connecting Our Community

Contents Highlights of the Year 2 Funds 4 Grant Recipients 15 Legacy Giving 29 Programs 34 Financial Review 42 Leadership 46 Celebrating 40 Years 53

Mission To promote philanthropy through meaningful partnerships with donors and community organizations in achieving charitable goals; to increase current and future support for a vibrant and secure Jewish and general community in San Diego, Israel and around the world.

Vision As a primary, trusted and expert resource for philanthropy, the Jewish Community Foundation of San Diego will engage, educate and inspire generations of givers throughout the Jewish community.

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HIGHLIGHTS OF THE YEAR

• The Foundation is the most generous grant maker in San Diego with more then $55 million in grants awarded to Jewish and general organizations

• The Foundation is the 10th largest Jewish community endowment in the nation

• Ninety individuals and families created new donor advised funds, many taking advantage of our groundbreaking matching grants program

• Assets soared 18% to $265 million

• Governance continued as a top priority with an expert, engaged board and committee structure and an unqualified audit opinion

• The Foundation won the Kaleidoscope Award for Exceptional Governance from University of San Diego’s School of Leadership and Education Sciences

• Invested funds earned strong returns

• Through our Endowment Leadership Institute (ELI), 20 Jewish organizations are making history, working together to build the country’s strongest bequest program

• Young people experienced the power of philanthropy in a whole new way through our pioneering Tikkun Olam Camp

• The Foundation’s 40th anniversary event celebrated the collective vision that has built a vibrant and strong Jewish and general community

$55 MILLION AWARDED IN 4,700 GRANTS TO 1,100 ORGANIZATIONS

Grants by Area Grants by Community Grants by Region

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TO OUR COMMUNITY

The Jewish Community Foundation connects passionately committed donors with worthwhile needs in our community. That’s why this 2007 Annual Report is all about connections—the Foundation’s connections with the Jewish and general community in which we live and work. In this report, you will read the stories of the relationships we have cultivated between those who have resources and the agencies that run the programs and services that better our community.

As we close our 40th anniversary celebration, we will continue our mission of providing great customer service with integrity and innovation. We are poised and eager to accelerate our work together. We will strive to involve more families in giving and more young people in philanthropy. We will address compelling needs in San Diego, Israel and around the world. With 40 years of great history behind us, the Foundation will continue to work strategically and collaboratively—and with our hearts and souls—to strengthen the community and repair the world.

We are grateful to those who partner with us and extend an invitation to those who do not yet. Working together, we will continue to serve the community through our sustained commitment and careful stewardship of resources.

Sheila Potiker Marjory Kaplan Chair Chief Executive Officer

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DONOR ADVISED FUNDS AND FAMILY FOUNDATIONS

Donor advised funds and family foundations unite families in joyful philanthropy to make the world a better place. Five hundred families currently partner with the Foundation to bring meaning, ease and convenience to their giving.

The Foundation offers two simple, strategic ways for families to give to their favorite charities: donor advised funds and family foundations. Both models free families to focus on funding their passions, which is what matters most. Donors make tax-deductible contributions when it’s most convenient. Then, over time, they engage multiple generations of their families to recommend philanthropic gifts to fill needs in the Jewish and general communities.

We invite your family to partner with the Foundation to achieve your charitable giving. Our mission is to make it possible for you to work not only within your family but to collaborate with like-minded families to improve our community. The Foundation’s strong relationships with many San Diego agencies, synagogues and schools provide donors with expertise and connections that open doors and enable individual and family philanthropy.

Our user-friendly and secure online giving system, Donor Central, makes giving easy with one-click grant-making and simplified record-keeping. Donors may conveniently access fund balances, grant histories, contributions to funds, and pending grants.

Donors also receive full access to the Foundation’s expert staff, who supply personal advice about community needs, research about areas of interest, and ideas for involving children and grandchildren in the giving process.

A minimum of $1,800 opens a donor advised fund. Family foundations are separate, tax-exempt, non-profit, public organizations with their own boards of directors, organized under the umbrella of the Foundation. Family foundations enjoy tax benefits not available to private foundations, and they take advantage of the Foundation’s resources for investments and grant-making.

These families have established family foundations:

Chortek Family Foundation Slate Family Foundation Foster Family Foundation Stone Family Foundation Galinson Family Foundation Turk Family Foundation Polis-Schutz Family Foundation Viterbi Family Foundation

CONNECTED BY GIVING Turk Family Foundation Jerry and Carole Turk created the Turk Family Foundation to unite and solidify their commitments to family and community. Their leadership grants made possible the Turk Family Center for Jewish Family Service of San Diego (JFS), which opened in late 2006 and provides JFS the space and flexibility to provide life-saving and life-changing services to many. The Turks also have used their family foundation to award grants to fight anti-Semitism, to strengthen the State of Israel, to provide a safe haven for abused children and to fund other worthy causes. Jerry and Carole’s three children, Elizabeth, Brian and Matt, are active grant makers through individual funds within the family foundation.

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The Foundation is pleased to hold these donor advised funds:

A Acheatel Family Ralph & Roberta Berman Brewer Family Alternative Families Dr. Sanford I. Berman Courtney Brodie Delsee & Jeff Altman Edgar Berner Family Brodie Price Lisa & Steve Altman Mitchell & Kelly Berner Daniel Brodsky Ames Family Stanley F. Bernstein Arthur & Sophie Brody Irving & Cecelia Appelbaum Robert & Debra Berton Julie & George Bronstein Applebaum Family Bielas Family Michael & Jori Potiker Brown Arellano Family Gary & Barbara Blake Family Betty Byrnes Family Joyce Axelrod Laurence & Cindy Bloch C Campbell Family B Bark Family Bloom Family Edward & Pamela Carnot Barsky Family Blotner Family Caspi Family Michael Bartell & Melissa Garfield Bartell Lester & Marion Blumenthal Chortek Family Joan Beber Bockoff Family Robert & Kimberly Chortek Becca Roger & Marilynn Boesky CJM Charitable Herbert L. & Marcella D. Beckett Cynthia Bolker & Greg Rizzi Florence Cohen Ruth & Irvin Belenzon Irene & Ben Borevitz Helen & Hal Cohen Jeffrey & Kim Belk Erik Jordan Branson Hilda & Jeremy Cohen Tzedakah Claude & Rita Benchimol Family H. Kenneth Branson Howard & Toby Cohen Ben-Yehuda Family Michael & Rachel Brau Josh & Tracy Cohen Sondra & Robert Berk Lisa Braun-Glazer Cohen-Edelstein Howard & Marsha Berkson Family Robert & Lillie Breitbard Joseph Cohen & Martha Farish Dennis & Marcia Berman Bresler Reinstein Family Michelle Cohen Charitable

Newly established funds are listed in brown.

CONNECTED BY GIVING Philanthropists of the Year Honored in 2007 as Philanthropists of the Year by the Association of Fundraising Professionals, Jerome and Miriam Katzin have expressed a deep sense of community responsibility and commitment through their giving. Jerome is a past president of the Jewish Community Foundation where he continues to be a trusted advisor. This year, a special grant from the Jerome and Miriam Katzin Fund provided the lead gift to build the Seacrest Village Retirement Communities Katzin Residence for those with Alzheimer’s disease and dementia. Many Katzin family members cut the ribbon with Miriam Katzin, third from left, and Jerome Katzin, third from right.

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DONOR ADVISED FUNDS CONTINUED

Betty & Melvin Cohn Charitable F Adam & Sara Farish Geoff & Jessica Friedman Martin & Marilyn Colby Emily S. Farish Fujita/Medress Family Rabbi Laurie Coskey & Mark Lohkemper Inge Feinswog G Graeme & Simone Gabriel Family Martin & Pearl Cutler Batsheva & Michael Feldman Richard & Sharon Gabriel Family D Danny & Beth Dabby Family Earl N. Feldman Family Barry & Brigitte Galgut Bella Y. Dalin Mike & Judy Feldman Garb Foundation Julie & Paul Datnow Family Uri & Belinda Feldman Eric M. & Marsi Gardiner Ellis & Bonnie Diamond Charles & Alberta Feurzeig Marissa Garfield Dimenstein Family Raymond & Rhona Fink Geffen Family Dimont Family Robert & Jessica Fink Milton & Dawn Gilman Disraeli Family Joseph J. Fisch Ginsburg Family Sidney Djanogly Charitable Ira & Barbara Fischbein Anna Braun Glazer DJP Fischer Family Julia Braun Glazer DME Jack & Sigrid Fischer Joseph & Beverly Glickman Debra Dold Charitable Merle & Teresa Fischlowitz Family Morris & Phyllis Gold H. Lee Druckman Fisher Family Joseph & Dorothy Goldberg Trust Mitchell & Julie Dubick Manuel & Nettie Fisher Family Samuel & Heidi Golding E Richard & Jessica Effress Flaster Valji Family Lucy Goldman Einhorn Family Carol Fox Family Meg & Allan Goldstein Al & Naomi R. Eisman Ronald Fox Family Goldstein Tzedakah Max J. & Doris S. Eisner Milton & Faiya Fredman Goodman Family Emge Family Freeman Family Zelda & Murray Goodman Daniel & Suzanne Engel Harriet Fremland Herman & Jean Gordon Michael Epstein Friedel Family Howard & Andrea Greenberg Family Essakow Family C. Hugh Friedman & Lynn Schenk Max & Donna Gresoro Family Jim & Sari Esserman Friedman Family Grindstone Harbor Charitable

Newly established funds are listed in brown.

CONNECTED BY GIVING Tom and Judy Fisher Model Hands-On Leadership And Philanthropy for Their Children Tom and Judy Fisher inherited from their parents a legacy of loving kindness that now forms the foundation for their giving. They in turn are passing on these values to their own three children—through contributions of time as well as money. Tom and Judy established the Fisher Children Fund at the Foundation to teach their children the importance of giving back to their community. Last year, Judy co-chaired the San Diego Walk for Darfur, calling attention to the plight of those desperately in need in Sudan. The Foundation partnered with Judy in ensuring the Walk’s success by holding the Walk’s charitable funds and granting them to the International Medical Corps efforts in Darfur.

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Robin & Raphael Gross Family Richard & Berdele Katz Family Harry E. Gruber Katzin Family Rebecca & Jerry Gumpel Jerome & Miriam Katzin H Lawrence & Bryna Haber Kauder Family Henry W. Haimsohn Nadja Kauder Robert & Merrill Haimsohn Family Warren & Karen Kessler Halberg Family Lewis & Marnie Klein Gerald & Judith Handler Klitzner Family James & Ruth Harris Klug Ashley Hartman Kobernick Family Marcia Foster Hazan Kodesh Family Helsel Family Gary Kornfeld & Theresa Dupuis Edward & Estelle Herman Family Martin & Phyllis Kornfeld Mark & Cindy Hoffman Richard & Carol Kornfeld CONNECTED BY GIVING Hotto Charitable Jay & Lael Kovtun Jeff Glazer and Lisa Braun Glazer Leroy & Claire Hughes Family Kranzler Family Encourage Their Daughters’ J Ruth & Paul Jacobowitz Lenore Krems Giving Deni & Jeffrey Jacobs Krichman Family Gary & Jerri-Ann Jacobs Krosner-Johnson Jeff Glazer and Lisa Braun Glazer established funds for their daughters while they were still Hal & Debby Jacobs Family L Lantzman Family Scholarship in high school. In the few years since then, Joan & Irwin Jacobs Mark and Elsa Lantzman Julia and Anna’s grants have supported breast Paul & Stacy Jacobs Family Hali Lapidus cancer research, sports activities at their alma maters, and programs for children at the Robert Jaffe Robert & Susan Lapidus Lawrence Family Jewish Community Center Glenda Sacks Jaffe Robert B. Lazarus JACOBS FAMILY CAMPUS. Emily & Chris Jennewein Leichtag Family Jeff and Lisa encourage their daughters’ Jeremiah Norman G. Levi Family autonomy in philanthropic decision making. JME Richard C. & Harriet Levi The Foundation’s online giving system, Donor Central, enables Julia and Anna to recommend Robert & Bettye Johnson Gary & Lisa Levine Family grants from graduate school and college. Cecile B. Jordan Levine Breslauer Family Jubelirer Family Levinson Family K David & Susan Kabakoff Family Arthur & Midge Levy Jonathan Kabakoff Bernard L. Lewis Sara Kabakoff James B. Lewis Family KAJ Marshall & Judy Lewis Jodie & Robert Kaplan Theodora F. Lewis Marjory Kaplan Richard & Claudia Libenson Mickey & Jeri Kaplan Jeffrey & Hillary Liber Abe & Paula Kassam Zita & Morris Liebermensch Barry & Avra Kassar Light Kate & John Kassar Family Bernard & Dorris Lipinsky Family Katleman Family Michael Lipman

Newly established funds are listed in brown.

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DONOR ADVISED FUNDS CONTINUED

Littman Family Clive & Tamara Moch Family Larry & Gigie Price Liwerant Family Susan F. Morris Sarah Price Lauren & Sol Lizerbram Family Ann Levenstein Mound R Seymour Rabin LMR N Gary & Sherry Naiman Ernest Rady Michael & Darryn Lowenstein Harvey & Linda Neiman Ramenofsky Family Lubin Family Arthur & Marilyn Neumann Maurice & Rose Rapkin Luftig Family Dr. Lawrence & Rebecca Newman Rappaport Rosen Family M Ed & Marilyn Magnin Nierman Family Andy Ratner Henry & Elaine Magnin Nussbaum Family Anne Ratner Ruth & A. Harry Malin O Steven Oberman Sandford & Laurayne Ratner Brian C. Malk Fred Oken Ravet Family Selma Malk Larry & Linda Okmin Rawdin Family Malk Family Joseph & Sima Oppenheimer Barbara & Henry Reed Peter & Inge Manes Oratz Family Reif Family Brian & Suzanne Marcus Oster Family Vivien & Jeffrey Ressler Family Andres & Libe Marek Family P Pappelbaum Family Simon & Ruth Reznikoff Margolin Family Julius Pearl Lois J. Richmond Marks Family Kelly & Jeremy Pearl Arthur & Jeannie Rivkin Lorraine & Craig Mautner Monica Handler Penner Robins Family Mayer Family Mark & Darlene Pidgeon Arlene & Gerald J. Rosen Jean McGregor Shearn & Linda Platt Stanley I. & Judith Rosen Medress Family Lori & Kenneth Polin Family Rowling Family Charitable Constance M. Mercer & Ruth E. Danciger Pollard-Lipkis Family Dr. Norman & Barbara Rozansky Carlos & Esther Michan Family Brian & Gwen Potiker Jeanette Rubin Family James & Estelle Milch Lowell & Julie Potiker Toby & Norman Rubin Family Danielle & Brian Miller Sheila & Hughes Potiker Rudick/Forsythe Family

Newly established funds are listed in brown.

CONNECTED BY GIVING Brian and Danielle Miller Focus on Programs For Children and Youth As the owners of a chain of toy stores, Brian and Danielle Miller focus their giving—not surprisingly—on programs for children and youth. Brian and Danielle are active with Kids Included Together (KIT), which evolved from the highly successful Inclusion for Children with Physical and Development Disabilities program at the Lawrence Family Jewish Community Center JACOBS FAMILY CAMPUS. KIT provides best-practices training for community-based youth organizations committed to including children with disabilities in their mainstream programs. In addition to granting to KIT through the Brian and Danielle Miller Fund, Brian serves as a dedicated KIT Board member.

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S Samiljan Family Seidle Family Slonim Family Nancy Samiljan/Berg Family Selati Family Smolin Family Wendy Samiljan/Naito Family Doug & Janet Selik Linda & Ian Smulowitz Sands-Weinstein Two Moms One Neil Senturia & Barbara Bry Gloria & William Snyder Family Serrano Family Vick & Lea Soffer Family Sandstone Construction Robert Shapiro Family Elyse & Jeffrey D. Sollender Savarese Family Gary & Jean Shekhter Bruce, Steven, Gerald & Diane Solomon L & S Scharlin William A. Shenk Herbert J. & Elene Solomon Shari & Frederick Schenk Sherman Family Ann & Andrew Spector Family Scher Family Susan H. Shmalo Steven & Sheri Spector Family Colin & Jane Scher Shoemaker Family Scott Spiegler George & Mary Ann Scher Shore Family Spitzer Family Schiffman Family Leon & Frida Shteremberg Faith Stagg Arlene & Bert Schloss Nathan & Susie Shteremberg Step Family Stephanie Katleman Schroeder Benjamin Siegel Steren Ruth L. Schulman Gene & Judy Siegel Michael & Amy Stern Joan & Paul Schultz Karen & Jeffrey Silberman Family Ryan & Ashley Stone Bruce & Holly Schuman Michael & Ilana Silverman Matthew & Iris Strauss Schuman Family Sidney & Marian Silverman Szawielenko Family Schuman-MacDougall Irwin & Shirley Silverstein T Tauber Family Jack M. & Sherron C. Schuster Silverstein Family Gertrude Thaler Jeffrey P. & Vered Schuster Jonny Simkin Edward & Susan Gail Thomas Schwartz Family Simon Family Tiano Family Esther & Herm Schwartz Donald & Gayle Slate Christian & Melissa Tresse Debbie & Shayna Seid Family Scott & Kay Slate Tubis Family Charlene Seidle Nanci & Ronald Slayen Tucker-Oken Family

Newly established funds are listed in brown.

CONNECTED BY GIVING Active Volunteer Faith Stagg Relies on the Foundation’s Research Faith Stagg combines hands-on volunteer work with philanthropy to imbue her giving with meaning and purpose. She volunteers once a week for Jewish Family Service’s Foodmobile and also gives her time to programs for at-risk youth at the YMCA. Faith works closely with Foundation staff to identify programs for both volunteer work and giving, leveraging her passion and commitment with the Foundation’s knowledge and resources.

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DONOR ADVISED FUNDS CONTINUED

Tuttleman Family Foundation Norman Weinstein Susan Zimmerman Family D. Z. Tuttleman Sandra & Sheldon Weinstein Leonard & Lois Zlotoff Jan S. Tuttleman Ken & Joan Weiss Family Marshall & Bette Zucker U Unity Through Sharing Susan Chortek Weisman Zyman Family & Eric S. Weisman V Vener Family Anonymous (43) Dr. Stuart R. Weiss Alexander Viterbi Stuart & Marcia Weiss Audrey Viterbi & Dan Smargon Eric & Joann Weitzen Family Caryn & Alan Viterbi Welt Family Viterbi Family Gordon & Marilyn Williams Vollrath Family Wilson-Strauss Family W Wangers Family Stanley & Dorothy Winter Charles & Randi Wax Wolff Family David & Sharon Wax Z Cynthia Zena John & Cathy Weil Helene & Allan Ziman

YOUTH DONOR ADVISED FUNDS

Young people—all under 18—also have established donor advised funds with the Jewish Community Foundation. These funds allow young people to easily embark on their philanthropic journey with full access to the Foundation’s staff expertise. The Foundation provides education and advice about community needs and ideas for giving.

Emily Eibl Fisher Children Laurel Silberman Estee Einhorn Harry Foster Emma Tuttleman Max Einhorn Michelle Rizzi Sophie Tuttleman Gabrielle Scher

Newly established funds are listed in brown.

CONNECTED BY GIVING Youth Recommend Grants to the Community Estee Einhorn learns about community needs by probing the resources of the Foundation’s staff and by participating in community service programs such as the teen-run Hand Up Youth Food Pantry, a program of Jewish Family Service. Estee joins dozens of dynamic teenagers to pack bags of food for distribution to low-income and homeless individuals and families. The teens distribute food twice each week at Ohr Shalom Synagogue. Once a month they deliver food to active-duty military families at Camp Pendleton.

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MATCHING GRANTS PROGRAM

Sixty families rushed to fill all slots in our innovative Matching Grant Program. This special opportunity matched a new fund’s first grant of up to $1,000 to any Jewish organization. Donors chose these organizations to receive their matching grants: Agency for Jewish Education Ken Jewish Community American Friends of Magen Lawrence Family Jewish Community David Adom Center JACOBS FAMILY CAMPUS American Jewish Joint Distribution San Diego Jewish Academy Committee Seacrest Village Retirement American Jewish World Service Communities Beth El Foundation Soille San Diego Hebrew Day School Camp Mountain Chai Southern California Yeshiva Community of Israelis in San Diego High School Congregation Beth Israel Temple Adat Shalom Congregation Dor Hadash Temple Chaverim, New York Florence Melton Adult Mini-School Temple Emanu-El Friends of the Israel Defense Force Temple Sinai, Oakland Hillel of San Diego Tifereth Israel Synagogue Jewish Family Service of San Diego United Jewish Federation Jewish National Fund of San Diego County Jewish Women’s Foundation CONNECTED BY GIVING of San Diego Emanuel and Shirley Ravet Focus on the Joys of Giving After moving from Detroit where they were actively involved more than two WHAT TO GIVE WAYS TO GIVE decades ago, Shirley and Emanuel Ravet quickly became active in the San Diego • Appreciated stocks and bonds • Bar/Bat Mitzvah funds community as well. They now support a myriad of causes through their fund— •Cash • Bequests through wills and trusts locally, in Detroit, in Israel, and around the world. Working through the • Closely held stock • Charitable gift annuities Foundation provides easy organization and administration for their giving so they • Life insurance policies • Charitable remainder trusts can focus on the joys of strengthening the community. • Mutual fund shares • Donor advised funds

• Private foundation assets • Endowment funds

• Real estate • Family foundations

• Retirement plans • Jewish Women’s Foundation

• State of Israel bonds • Memorial funds

• Pooled income funds

• Wedding funds

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MEMORIAL FUNDS COMMUNITY FUNDS

Remembering loved ones through a Jewish Community Individuals often come together to set up funds at the Foundation Foundation Memorial Fund is a sacred way to ensure that they to benefit specific communities and programs in San Diego, Israel continue to live on in our midst. and around the world. The Foundation manages the assets, accounting and administration of Community Funds. Morley Barsky Memorial Marla Bennett Memorial Steve & Shelly Abramson Shabbatonim Stanley Gelfand Memorial Bikur Holim Jacob Glezer Charitable Chai South Africa Lillian, Jacob & Hyman Goldstein Memorial Defiant Requiem Foundation Frances Gotkowitz Memorial Emergency Response Foundation Douglas Jordan Memorial Eye Physicians Vision Carlos Lindenfeld Memorial Stanley Foster Construction Tech Academy Leo Melman Memorial Camp Scholarship Friends of Herzlia Sam N. & Celia Mellner Memorial House of Israel Corinne Joyce Moss Memorial Immigration Museum of New Americans Mickey Newman Memorial Jewish Community Camp & Retreat Center Jenny Poliakoff Friendship Circle Jewish Community Disaster Fund Rabbi Dr. Nathanial Pollock Memorial John A. McCarron International Fund for Continuing Education Jordan Ressler Charitable in Medicine Stephanie Jean Hayo Robins Memorial Kadima Independent Day School Sidney Rose Memorial Pardes Fellowship Jorge Rosental Memorial Project HIGH (Helping Israelis Gather Hope) Dorothy and Saul Roth Memorial Louis Rose Historical Preservation Gregg Paul Silverman Memorial Rae & Ed Samiljan Community Camp Scholarship Scott Noah Stone Memorial San Diego Jewish Hospice Program Karl Strauss Brewers Education San Diego State University Jewish Studies Program Achille & Maria Viterbi Memorial San Diego Walk for Darfur Wexner Heritage

CONNECTED BY COMMUNITY Caring for the Elderly Through the Chai South Africa Fund, the Jewish Community Foundation has awarded millions of dollars to support the aging Jewish communities in South Africa and Zimbabwe. Funds provided to 13 nursing homes and homes for the developmentally disabled are changing the lives of thousands of residents, enabling those who need it most to live their remaining years in dignity and comfort.

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COMMUNITY PARTNERS

At the heart of the Foundation’s work is building strong relationships with local Jewish organizations to safeguard our Jewish community for future generations. We are honored to hold funds on behalf of local Jewish organizations and to provide vigorous oversight and professional administration. COMMUNITY ORGANIZATIONS SYNAGOGUES

Agency for Jewish Education Seacrest Village Retirement Communities Chabad Center of University City Camp Mountain Chai Soille San Diego Hebrew Day School Congregation Beth Am Chabad Hebrew Academy Torah High Schools of San Diego Congregation Beth El Hillel of San Diego United Jewish Federation of Congregation Beth Israel Jewish Family Service San Diego County Congregation Dor Hadash Lawrence Family Jewish Community Ner Tamid Synagogue Center JACOBS FAMILY CAMPUS Ohr Shalom Synagogue San Diego Jewish Academy Temple Adat Shalom Temple Emanu-El Temple Solel Tifereth Israel Synagogue

Our Jewish values inspire us to want to keep our whole community strong. The Foundation is also proud to hold an increasing number of general community funds. GENERAL COMMUNITY ORGANIZATIONS Alzheimer’s Association Parkinson’s Disease Association of San Diego Elder Law and Advocacy Quail Botanical Gardens Elementary Institute of Science San Diego Opera Association Reuben H. Fleet Science Center San Diego Second Chance Program Stanley E. Foster Construction Tech Academy San Diego Symphony Foundation Interfaith Community Services San Marcos Community Foundation La Jolla Playhouse Malashock Dance

CONNECTED BY COMMUNITY Collaborating with Beth El for a New Sanctuary Six years ago, the leadership of Congregation Beth El approached the Foundation to hold capital and endowment funds that this vibrant and growing congregation would use to build a new synagogue and campus. The Beth El Endowment Foundation, a supporting organization of the Jewish Community Foundation, was established. While Congregation Beth El will hold services in the new sanctuary in spring 2008, the Beth El Endowment Foundation will continue in perpetuity, providing annual support to fund synagogue operations. Ryan Stone, VP long-range planning, and Gary Ravet, synagogue president, consult with Rabbi Philip Graubart on sanctuary construction.

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ENDOWMENT FUNDS Individuals and families create endowment funds to establish permanent legacies for causes they hold dearest and wish to perpetuate. The Jewish Community Foundation facilitates the process by holding endowments in a donor’s name or in the name of someone the donor wants to honor.

Jewish Community Fund Morris and Zita Liebermensch Endowment Friederike Freund Memorial Rosemary Beth Moss Memorial Endowment Eva Guttman Memorial Anne Ratner Family Endowment David Meister Memorial Ratner Endowment for Israel Scholarships Sam & Adeline Pollack Memorial Ratner Endowment for Scholarships to the Ruth Raskin Memorial Abraham Ratner Torah School Mary Schuldenfrei Memorial Ratner Endowment for the San Diego Symphony Ratner Endowment for Tifereth Israel Scholar-in-Residence Lillie Breitbard Lion of Judah Endowment Ratner Women’s Division Endowment for Extraordinary Leadership Sophie Brody Endowment Jordan Ressler Endowment for La Jolla Playhouse Sophie Brody Lech L’Cha Leadership Endowment San Diego Jewish Community Endowment for the Elderly Sophie Brody Lion of Judah Endowment Sonya Seiderman Memorial Camp Mountain Chai Scholarship Endowment Victor Schulman Endowment for the Jewish Elderly Betty and Melvin Cohn Charitable Endowment Milton Sorokin Memorial Endowment for Scholarships Continuity Endowment Gloria & Rodney Stone Rabbinic Leadership Award Endowment Endowment for Youth Philanthropy Viterbi Family Endowment for Camp Sunshine Family Sponsorships Stanley & Pauline Foster Young Leadership Award Endowment Mort Vogelson Memorial Endowment for Israel Trude Gitler Lion of Judah Endowment Mort Vogelson Memorial Endowment for the Elderly Dorothy Goldberg Perpetual Annual Campaign Endowment Mort Vogelson Memorial Soille Hebrew Day School Scholarship Abraham Gray & Elfrieda Meth Endowment for Immigrants Endowment Edward & Estelle Herman Family Endowment Mort Vogelson Memorial Endowment for the San Diego Jewish Day School Endowment for Scholarships Jewish Community Michael Kessel Scholarship Fred Oken Memorial Jack Oken Memorial Katzin Family Jewish Family Service Endowment

CONNECTED BY COMMUNITY Sophie Brody’s Legacy Continues Sophie Brody, of blessed memory, lived her life by the principle of tzedakah or justice. Whether raising funds for Israel in the 1950s, helping immigrants adjust to life in the United States, or advocating for the development of female leaders in Jewish San Diego, Sophie always actively addressed community needs. Sophie believed strongly in developing female Jewish leaders in San Diego. The Sophie Brody Lion of Judah Endowment Fund provides significant annual support to the Women’s Division of the United Jewish Federation of San Diego. During her life, she and her husband Arthur set up two other endowment funds that provide grants to the Women’s Division for special leadership development programs. Sophie, center, is pictured with Women’s Division leaders Marsha Berkson and Tammy Moch.

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GRANT RECIPIENTS

The Jewish Community Foundation is the most generous grant maker in San Diego County. From July 2006 through June 2007, the Foundation awarded more than $55 million in 4,700 grants to make our community and the world a better place.

Donors recommended grants to 1,100 organizations throughout San Diego and the world. The following is a partial list of grant recipients:

ARTS & CULTURE Cygnet Theatre Company Mainly Mozart Festival A Reason to Survive Dallas County Heritage Society Malashock Dance & Company America-Israel Cultural Foundation Ellison Ballet Foundation Media Arts Center San Diego American Conservatory Theatre Foundation Fallbrook Village Association Metropolitan Museum of Art American Friends of Beth Hatefutsoth Fine Arts Museums Foundation MINGEI, International American Friends of the Israel First Friday Music Club Moonlight Cultural Foundation Philharmonic Orchestra Friends of Balboa Park Moxie Theatre American Symphony Orchestra League Friends of Musical Art Museum of Contemporary Art San Diego Avoda Institute Ltd. Idyllwild Arts Foundation Museum of Modern Art Balboa Art Conservation Center Installation Gallery Museum of Photographic Arts California Literary & Prologue Society Japanese Friendship Garden Society Music Associates of Aspen Camarada KCET Community Television of Southern National Foundation for Jewish Culture Cartoon Art Museum of California California National Yiddish Book Center Center for Jewish Culture and Creativity KPBS TV & Radio New Americans Immigration Museum and Center Theatre Group of Los Angeles KQED Learning Center Cincinnati Museum Center for Natural and La Jolla Music Society Old Globe Theatre Cultural History La Jolla Playhouse Opera America City Ballet Laguna Art Museum Orange County Museum of Art Civic Youth Orchestra Lamb’s Players Theatre Orange County Performing Arts Center Classics for Kids Library Association of La Jolla Athenaeum Orcas Center CounterPulse Los Angeles Philharmonic Association Orcas Island Chamber Music Festival Creative Time Lux Art Institute Orcas Open Arts Culture Shock Dance Troup Lyric Opera San Diego Patrons of the Prado

Jewish organizations are listed in green.

CONNECTED BY COMMUNITY Building the San Diego Symphony’s Endowment Every city deserves a great symphony, and the San Diego Symphony is now taking its place among the finest. To secure the future of musical excellence in San Diego, Joan and Irwin Jacobs have established one of the most generous endowments in the history of symphony orchestras. To safeguard and administer the endowment, the San Diego Symphony Foundation was established in 2002, and the Jewish Community Foundation is proud and honored to hold nearly half of its assets.

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GRANT RECIPIENTS CONTINUED

ARTS & CULTURE CONTINUED Performing Arts Center of Los Angeles Washington D.C. Martin Luther King, Jr. American Institute of Wine and Food County National Memorial Project Foundation American Jewish Historical Society Playwrights Project Whyy American Pardes Foundation San Diego Art Institute XLNC1 American Society for Technion-Israel San Diego Automotive Museum Youth Philharmonic Orchestra Institute of Technology San Diego Carrier Aircraft Museum Aspen Institute San Diego Chamber Orchestra EDUCATION Babson College San Diego City Ballet Abraham Joshua Heschel School Bais Yaakov School for Girls San Diego Civic Light Opera Association Academy in Manayunk Bard College San Diego Hall of Champions Agency for Jewish Education Bergamo Italy Classical Lyceum San Diego Junior Theatre American Academy of Arts & Sciences Birthright Israel Foundation San Diego Museum of Art American Associates Ben Gurion Bishop’s School San Diego Museum of Man University of the Negev Bnai Brith Henry Monsky Foundation San Diego Natural History Museum American Association of State Colleges and Boston Latin School Association San Diego Opera Association Universities Brandeis University San Diego Repertory Theatre American Friends of Beit Issie Shapiro Brandeis-Bardin Institute San Diego Symphony American Friends of the Hebrew Bureau of Jewish Education of University San Diego Youth Symphony Greater Los Angeles American Friends of the Jerusalem C.S. Lewis Foundation San Francisco Ballet College of Technology California Western School of Law San Francisco Symphony American Friends of Kedumim Camp Max Straus Foundation Silver Pathways to Music. American Friends of Neve Sledgehammer Theater Shalom/Wahat al-Salam Camp Mountain Chai Southern California Public Radio American Friends of the Shalom Camp Ramah in California Sun Valley Summer Symphony Hartman Institute Campanile Foundation Timken Museum of Art American Friends of Tel Aviv University Canyon Crest Academy Foundation Vermont Youth Orchestra Associaton American Friends of Yeshivot Bnei Carmel Valley Manchester Soccer Club Villa Musica Akiva Carroll College

Jewish organizations are listed in green.

CONNECTED BY GRANTS Sending Italian Teens to Visit Concentration Camps An annual grant from the Achille and Maria Viterbi Memorial Fund—established in memory of the parents of Andrew Viterbi—sends high school students from Andrew’s birthplace of Bergamo, Italy, on a life-changing trip to concentration camps in Poland and Germany. Andrew and his wife Erna join about 30 students and their teachers on this annual journey, which is the culmination of a three-year Holocaust curriculum.

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Center for American Studies and Culture Evanston Township High School District Heritage Foundation Center for Leadership and Learning Foundation High Tech High Foundation Center for Public Integrity Evanston/Skokie School District 65 Hillel Community Day School Central Elementary ASB Explorer Elementary Hillel Foundation for Jewish Campus Central Europe Center for Research & Facts and Logic About the Middle East Life Documentation Family Literacy Foundation Hillel of Indiana University Chabad Hebrew Academy Fondazione Centro di Documentazione Hillel of San Diego Cheder Lubavitch Hebrew Day School Ebraica Contemporanea CDEC Hotchkiss School Childrens Discovery Foundation Foundation to Advance Music Education Indiana University Foundation Children’s Museum of San Diego Foundation for Conservative Masorti- Indiana University Jewish Studies Children’s School for Child-Centered Judaism in Israel Program Education Foundation for Mott Community College Inland Empire Scholarship Fund Christian Brothers La Salle High School Francis Parker School Institute for Judaic Studies Claremont McKenna College Friends of McGill University Institute for Jewish and Community Classroom Law Project Friends of Mission Hills Library Research Close Up Foundation Friends of Read San Diego Institute for Jewish Spirituality Colgate University Friends of the La Jolla Library Interns For Peace Columbia University Friends of the Pacific Beach Library Israel21c Committee for Accuracy in Middle East Friends of Torrey Pines Elementary Schools Israel Policy Forum Reporting in America Genesis International Orphanage Israel Project Cornell University Foundation Jenna Druck Foundation Country Montessori School Gillispie School Jerabek Elementary School Deanna Rose Children’s Farm–Friends of the Griffin and Wong Institute for Education Jerusalem Fellowships Farmstead and Training Jewish Book Council Desert View Learning Center Guglielmo Marconi International Fellowship Jewish Chautauqua Society Foundation Donna Klein Jewish Academy Jewish Education Service of North Duke University Hand in Hand American Friends of the America Center for Jewish-Arab Education East Mecklenburg High School Foundation Jewish Historical Society of Michigan Harbor View Parent–Faculty Organization Educational Enrichment Foundation Jewish Historical Society of San Diego Harvard College Fund Educational Enrichment Systems Jewish Theological Seminary of Heart of Los Angeles Youth Emory University America Hebrew Union College

Jewish organizations are listed in green.

CONNECTED BY GRANTS Providing Transportation To Homebound Seniors A Jewish Community Foundation donor lamented that many of his elderly mother’s friends craved opportunities to socialize and learn but could not get to the Lawrence Family Jewish Community Center JACOBS FAMILY CAMPUS where many programs are offered to address these needs. Through a special grant from his donor advised fund, this individual enabled the JCC to offer taxi vouchers to help some seniors attend programs. The Foundation has also funded the Rides & Smiles Program, a volunteer-based senior transportation program in the North County Inland area, offered by Jewish Family Service.

www.jcfsandiego.org 17 Jewish Community Foundation of San Diego

CONNECTED BY GRANTS Bringing the Dead Sea Scrolls Grants from the Joan and Irwin Jacobs Fund of the Jewish Community Foundation helped bring the landmark Dead Sea Scrolls exhibit to the San Diego Natural History Museum in 2007. The San Diego exhibit is the largest, longest and most comprehensive exhibit of Dead Sea Scrolls ever assembled. A related grant from the Jacobs Fund enabled the Agency for Jewish Education to provide a lecture series, attended by hundreds of community members. At left, Irwin and Joan Jacobs celebrated the exhibit opening with Mayor Jerry Sanders and his wife Rana.

GRANT RECIPIENTS CONTINUED

EDUCATION CONTINUED Jewish Women’s Archive Miramar College Foundation PTA California Congress of Parents Teachers Jews For Judaism Monarch High School Project and Students John Adams Elementary School Montessori Institute of San Diego Rancho Santa Fe Community School Johnson & Wales University National Academy of Engineering Reconstructionist Rabbinical College Junior Achievement of San Diego Neve Yerushalayim Regents of the University of California Ken Jewish Community New American School Reuben H. Fleet Space Theater and Science Center Knox College New York University Ripon College Koby Mandell Foundation Nonprofit Management Solutions Room to Read Kulanu Northern Illinois University Foundation Sage Canyon School La Jolla Country Day School Northwestern University San Diego Aerospace Museum La Jolla High School Foundation Oasis Institute San Diego High School Foundation La Jolla Historical Society Ohio State University Foundation San Diego Historical Society Laurence School Ohr Eliyahu Academy San Diego Jewish Academy Law Library Justice Foundation Orcas Daycare Association San Diego Public Library LEAD San Diego Orcas Island Children’s House San Diego Torah High School League of Women Voters of California Orcas Island School District San Diego Unified School District Education Fund Pacific Academy of Ecclesiastical Music San Diego Yacht Club Sailing Foundation Leo Baeck Education Center Painted Rock School Foundation Foundation Santa Barbara Hillel Support Parent Institute for Quality Education Live Oak–A Learning Center For Children Foundation Partnership for Public Service Mammoth Lakes Friends of the Library Sarabande Books Patrick Henry High School Foundation Marcus A. Foster Educational Institute Schechter Institute of Jewish Studies Pegasus School Massachusetts Institute of Technology SDSU Campanile Fund Philadelphia Young Playwrights Mathematical Sciences Research Institute SEA Education Association Phoenix Hebrew Academy Meadows School Seeds of Peace Point Loma Foundation Met Dollars for Scholars Fund Shalom Center Portland Jewish Academy Middle East Media and Research Institute Shalom Institute Camp and Conference Poway Unified School District Foundation Middle East Media Watch Center Jewish organizations are listed in green.

18 Annual Report 2007

CONNECTED BY GRANTS Advocating for Africa Members of the San Diego Jewish community were horrified to know that millions of Sudanese people are in dire need of humanitarian assistance as a result of the violence, hunger and disease that have swept their country. Donors were eager to recommend grants to American Jewish World Service and to other groups to support advocacy, education and public awareness campaigns.

Shearim USA Charitable Trust UC Santa Barbara Wildwood School Sigma Alpha Mu Foundation UC Santa Cruz Foundation Words Alive Simmons College UNC Charlotte Foundation World ORT Simon Wiesenthal Center United Negro College Fund Yale Alumni Fund Soille San Diego Hebrew Day School United States Naval Academy Foundation Yavneh Day School Association Solana Beach Foundation for Learning University of Arizona Foundation Yeshiva Moreshes Yehoshua Southern California Yeshiva High University of Colorado Foundation Yivo Institute for Jewish Research School University of Denver Yosemite Natural History Association St. John’s Northwestern Military Academy University of Judaism Zeta Beta Tau Foundation Stanford Hillel University of Livingstonia Foundation Stanford University University of Maine General Alumni FEDERATIONS & FOUNDATIONS Stellar Community Fund Association American Committee for Tel Aviv Students In Israel University of Michigan Foundation Sudanese English Project University of Nevada Las Vegas Bnai Zion Foundation Talmudical Yeshiva of Philadelphia University of Pennsylvania Charities Aid Foundation America Thunderbird School of Global Management University of Pennsylvania Judaic Columbus Jewish Foundation Torrey Pines High School Foundation Studies Combined Jewish Philanthropies of Trinity-Pawling School Corporation University of Pittsburgh Greater Boston Trustees of Columbia University in the City University of Rochester Community Foundation of Southeastern of New York University of San Diego Massachusetts Trustees of Princeton University University of Southern California DonorsChoose.org Twin Peaks Foundation University of Vermont and State Agricultural International Community Foundation UC Berkeley Foundation College Jerusalem Foundation UC Berkeley Hillel US Holocaust Memorial Museum Jewish Community Federation of UC Los Angeles Center for Jewish USC Hillel Foundation San Francisco, The Peninsula, Studies USC School of Engineering Marin and Sonoma Counties UC Los Angeles Foundation Vanderbilt University Jewish Federation of Greater Long Beach and West Orange County UC Los Angeles Hillel Washington Education Foundation Jewish Federation of Greater UC Los Angeles Law School Foundation Wave Foundation Philadelphia UC San Diego Foundation Wayne State University Jewish Federation of Greater Seattle UC San Francisco Foundation Western Wall Heritage Foundation

Jewish organizations are listed in green. www.jcfsandiego.org 19 Jewish Community Foundation of San Diego

GRANT RECIPIENTS CONTINUED

FEDERATIONS & FOUNDATIONS CONTINUED Jewish Federation of Greater AIDS Walk San Diego American Friends of Melitz Washington Aleh Foundation American Friends of Meshi Jewish Federation of Metropolitan ALEPH Society American Friends of Selah Chicago All 4 Israel American Friends of the Alyn Hospital Jewish Federation of Palm Springs and Alpha Project for the Homeless American Friends of the Israel Free Desert Area Altrusa International Foundation Loan Association Jewish Federation of Portland Alzheimer’s Association American Friends of Treacher Collins Jewish Foundation for the Righteous Alzheimer’s Association–Los Angeles American Heart Association Jewish United Fund Chapter American Institute for Cancer Research Las Patronas America’s Second Harvest–The Nation’s American Jewish Joint Distribution New Israel Fund Food Bank Network Committee Orcas Island Community Foundation American Academy of Ophthalmology American Jewish World Service PEF Israel Endowment Funds Charitable Educational & Science American Kidney Fund Robert R. McCormick Tribune Foundation American Association for Cancer Research American Ort San Diego Foundation American Cancer Society American Physicians Fellowship for San Diego Foundation for Change American Committee for Shaare Zedek Medicine in Israel San Diego Grantmakers Hospital in Jerusalem American Red Cross San Diego Women’s Foundation American Diabetes Association American Stroke Association Sholom Foundation American Foundation for Suicide Prevention AMIT Women United Jewish Communities American Friends of Ariel Amyotrophic Lateral Sclerosis Association United Jewish Federation of San Diego American Friends of Beit Issie Shapiro Andre Agassi Foundation County American Friends of Beth Hatefutsoth Angeles Clinic Foundation American Friends of Hatzolah Beit Angels Foster Family Agency HEALTH & HUMAN SERVICES Shemesh Anti-Defamation League After-School All-Stars Los Angeles American Friends of Kiryat Sanz Apogee Foundation Laniado Hospital AHMA–PSW Foundation Arab American Family Services AIDS Research Alliance American Friends of Magen David Adom ARK

Jewish organizations are listed in green.

CONNECTED BY GRANTS Changing a Neighborhood The Price-Brodie Initiative in Jaffa, Israel, funded through the Jewish Community Foundation, concentrates its efforts in the poverty-stricken and mixed Arab-Jewish neighborhood of Jaffa. The innovative program brings the resources of Tel Aviv University to Jaffa to improve the quality of education and health services, developing local community leadership, and providing food and other basic needs.

20 Annual Report 2007

Armed Services YMCA of the USA Broadway Cares/Equity Fights AIDS Citizens United for Research in Epilepsy Arthritis Foundation Burnham Institute City Club of San Diego Ashoka Innovators for the Public California PEO Home City Harvest Assistance League of Glendale Camp Sunshine City Hearts–Kids Say Yes–Arts Association of St. Lawrence Community A. Canine Companions for Independence City of Hope Cenacolo America Carcinoid Cancer Foundation City of Joy Aid Auntie Helen Fluff N. Fold Laundry Project CARE City of Newport Austin Community Foundation for the Care House Life Ministries Colorectal Cancer Coalition Capital Area Casa De Amparo Committee of Concerned Scientists Autism Society of America Catalina Island Medical Center Community Christian Service Agency Awakenings Health Institute Catholic Charities/Rachel’s Women’s Center Community Futures Collective Badger Association of the Blind and Visually Cedars-Sinai Medical Center Community of Israelis in San Diego Impaired Center for Science in the Public Interest Compassion and Choices Bayside Community Center Cesar E. Chavez Foundation Comprehensive Cancer Centers Foundation Bernard Osher Marin Jewish Community Center Chai-Life Line Cradle Society Bienvenidos Children Center Challenged Athletes Foundation Cystic Fibrosis Foundation Big Brothers & Sisters of San Diego Charity Projects Entertainment Fund Daniel Pearl Foundation Bighorn Golf Club Charities Chess for Success DC Central Kitchen Blood & Marrow Transplant Information Child Abuse Prevention Foundation Death With Dignity National Center Network Child Trends Incorporated Disabled American Veterans Blue for Kids Foundation Childreach Doctors Without Borders USA Bnai Brith International Children International Down Syndrome Foundation of Orange Boy Scouts of America Council Children of the Night County Boys & Girls Club of North County Children’s Defense Fund ECPAT–USA Boys and Girls Club of Greater San Diego Children’s Home Eisenhower Medical Center Boys Town Jerusalem Foundation of Children’s Hospital of Orange County Elay Chayyim America Children’s Hospital Foundation Elder Law and Advocacy Bread for the City Children’s Village of Jerusalem Elderhelp of San Diego Breast Cancer Research Foundation CHP 11 99 Foundation ELI-American Friends of the Israel Brit Tzedek V’Shalom Jewish Alliance Chrysalis Shelter for Victims of Domestic Association for Child Protection for Justice and Peace Violence Elizabeth Glaser Pediatric AIDS Foundation

Jewish organizations are listed in green.

CONNECTED BY GRANTS Commemorating Children of the Holocaust With 1.5 Million Butterflies Foundation donors recommend grants to the San Diego Jewish Academy to support financial aid that enables students who cannot afford a quality Jewish education to experience one. Foundation donors also support special initiatives in music, visual arts and enrichment programs. Currently, the whole school community is working on a multi-year project—under the guidance of educator Jan Landau, back left, and parent Cheryl Price, back right—to create 1.5 million ceramic butterflies to commemorate the children lost in the holocaust.

www.jcfsandiego.org 21 Jewish Community Foundation of San Diego

CONNECTED BY GRANTS Connecting Youth to Judaism Through Camping The Foundation has partnered with Camp Mountain Chai since the very beginning, holding funds for the organization when it was just a vision. Today, Camp Mountain Chai is the realization of the dreams of a small group of dedicated community leaders. It is San Diego’s only nondenominational Jewish residential camp and conference center. This year, grants from several endowment funds and donor advised funds at the Foundation enabled young people from unaffiliated families— and who could not have otherwise afforded it—to attend camp. The Foundation also helped sponsor a weekend retreat for single parents and their children at Camp Mountain Chai. More than 70 family members forged many new connections and friendships.

GRANT RECIPIENTS CONTINUED

HEALTH & HUMAN SERVICES CONTINUED ERS Charitable Foundation Friends of the Poor Home of Guiding Hands Foundation ESF Dream Camp Foundation Friends of Vista Hill Foundation Home Start Exceptional Childrens Foundation Friends of Yad Sarah Homebase Youth Services Exchange Club Child Abuse Prevention Friends of Yemen Orde Hope for A Cure Foundation Center Friendship Circle of San Diego Hope Worldwide Family Outreach Center of East Dallas Garden Project Hospice By The Bay Foundation Family Promise- Greater Phoenix GBS-CIDP Foundation International Housing California Fisher House Foundation Gesher Foundation Human Relief Organization Fistula Foundation Gimmel Foundation Info Line of San Diego County Follow Your Dream Girl Scouts of San Diego-Imperial Council Institute for the Advancement of Foothill Vocational Opportunities Global Fund for Women Education in Jaffa Force Recon Association Global Hunger Project Interfaith Community Services Foundation Fighting Blindness Grace Nursing Home Interfaith Shelter Network Foundation for Hearing Research Grossmont Hospital Foundation International Campaign for Tibet Foundation for Sustainable Development Guiding Eyes for the Blind International Development Exchange Foundation for the Children of the Habitat for Humanity International Medical Corps Californias Hadassah International Relief Teams Foundation for the History of Hadassah Medical Relief Association International Rescue Committee Women in Medicine Hadassah, the Women’s Zionist International Youth Center Foundation for Women Organization of America Israel Air Force Center Foundation Fred Hutchinson Cancer Research Center Hadassah–Morton Grove Israel Children’s Cancer Foundation Free Wheelchair Mission Hadassah–San Diego Main Israel Children’s Centers Freedom is Not Free Heal the Bay Jane Lanes Kids Friends of Ikamva Labantu Hebrew Immigrant Aid Society Jewish Braille Institute of America Friends of Israel Disabled War Veterans Heifer Project International Jewish Childrens Bureau of Chicago Friends of Orr Shalom Children Villages Heritage House Jewish Community Center of Greater Friends of the Israel Defense Force Heuga Center Kansas City

Jewish organizations are listed in green.

22 Annual Report 2007

CONNECTED BY GRANTS Hillel Offers Alternative Spring Break Spring break has moved beyond the beach, thanks to a special program of Hillel of San Diego funded by the Chortek Family Foundation. In three years, more than 100 students have taken part in alternative breaks in El Salvador, Honduras, Uruguay and Brazil. Students participate in community service activities, often with Hillel students from the local country or community residents. Students from University of California, San Diego, San Diego State University, University of San Diego and local community colleges have participated. Rabbi Lisa Goldstein, executive director, center, meets with student leaders to plan the year’s programming.

Jewish Community Center of Leukemia and Lymphoma Society Michael Rolfe Research Foundation San Francisco Liam Foundation Miracle League of San Diego Jewish Community Centers Association Los Angeles Free Clinic Mission Valley YMCA of North America Los Angeles Group for the Blind of Mittleman Jewish Community Center Jewish Employment and Vocational Israel Mops International Service Los Angeles Hillel Council Mothers Against Drunk Driving Jewish Family & Children’s Services Los Angeles Jewish Home for the Aging Muscular Dystrophy Association Jewish Family Service Los Ninos Myasthenia Gravis Foundation of California Jewish Family Service of San Diego Lovelane Special Needs Horseback Riding Nami Weberogen Affiliate Jewish National Fund Program NARAL Pro-Choice America Foundation Jewish War Veterans of the USA Lymphoma Research Foundation Nataraja Yoga Ashram Jewish Women International Madre National Alliance for Mentally Ill JF Shea Therapeutic Riding Center Magdalena Ecke Family YMCA National Association for the Treatment of John Wayne Cancer Institute Make A Wish Foundation Sexual Abuse Just One Life Make A Wish Foundation of Oregon National Breast Cancer Coalition Fund Justice for Children Mama’s Kitchen National Breast Cancer Foundation Juvenile Bipolar Research Foundation Marc Lustgarten Pancreatic Cancer National Conflict Resolution Center Juvenile Diabetes Research Foundation Foundation National Down Syndrome Society Juvenile Diabetes Research Foundation March of Dimes National Foundation for Cancer Research International Marine Toys for Tots Foundation National Fragile X Foundation Keren Or Mastocytosis Society National Health Council Kesher LD Maternity Care Coalition National Institute for Jewish Hospice Keshet Mayo Foundation National Jewish Medical and Research Kids Included Together-San Diego Mazon–A Jewish Response to Hunger Center Kids Korp USA MD Anderson Cancer Center National Jewish Outreach Program La Cuna Meals on Wheels National Multiple Sclerosis Society La Jolla Rotary Foundation Meir Panim National Organization for Women La Jolla Sunrise Rotary Foundation Memorial Sloan-Kettering Cancer Center Foundation Lawrence Family Jewish Community Mercy Corps National Ovarian Cancer Coalition Center JACOBS FAMILY CAMPUS Mercy Hospital Foundation Natural Resources Defense Council Les Dames d’Escoffier Mesilla Valley Hospice Nazarene Ministry of Help

Jewish organizations are listed in green. www.jcfsandiego.org 23 Jewish Community Foundation of San Diego

GRANT RECIPIENTS CONTINUED

HEALTH & HUMAN SERVICES CONTINUED Neighborhood House Performance and Entertainment Program Revlon Walk For Women Neurosciences Research Foundation for Adult Care Facilities Riverside County Regional Medical Center Noah Homes Photocharity Foundation North American Conference on PKD Foundation Robison Jewish Home Ethiopian Jewry Planet Cancer Roger Baldwin Foundation of ACLU North Shore Long Island Jewish Health Planned Parenthood Federation of America Ronald McDonald House, San Diego System Foundation Planned Parenthood of San Diego Ronald McDonald House Charities of One Acre Fund and Riverside Counties Phoenix One on One Outreach Play for Peace Rotary Foundation of Rotary International Operation Homefront Poliokekoa Advocacy Group Safety Wellness Advocacy Coalition Operation Respect Progeria Reasearch Foundation Salk Institute for Biological Studies Orange County Jewish Campus Progressive Jewish Alliance Salt Lake City Jewish Community Oregon Community Warehouse Project Concern International Center Overlake Hospital Foundation Project Hope International Salvation Army Oxfam America Prostate Cancer Foundation Samfund Ozer Dalim Prostate Cancer Research and Education San Diego Blood Bank Pan Massachusetts Challenge Trust Foundation San Diego Brain Tumor Foundation Pancreatic Cancer Action Network Rady Children’s Hospital & Health Center San Diego Center for Children Parkinsons Disease Association of San Diego Rancho Santa Fe Community Center San Diego Center for the Blind Parks and Recreation Community RAND Corporation San Diego Chargers Charities Foundation Rape Abuse & Incest National Network San Diego Children’s Hospital Foundation Partners in Health Rape Foundation San Diego Fire Fighters Community Partnership With Industry RB Senior Services Responsibility Fund Local 145 Pasadena Police Activities League Religious Action Center of Reform San Diego Friends of Legal Aid Pathfinders of San Diego Judaism San Diego Hospice and Palliative Care Peaceworks Network Foundation Religious Coalition for Reproductive Choice San Diego Lesbian Gay Bisexual and Peninsula Family YMCA Educational Fund Transgender Community Center Research to Prevent Blindness San Diego Lost Boys of Sudan Jewish organizations are listed in green.

CONNECTED BY GRANTS Supporting Daycare for Our Frailest Seniors This year, the Foundation reconnected a 93-year-old man with the Jewish Family Service of San Diego’s senior center program he participated in 20 years ago. His donation supports daycare services for our frailest seniors. The Foundation doubled the impact of this grant by securing matching funds from the Jewish Funders Network, an international organization dedicated to advancing the quality and growth of philanthropy rooted in Jewish values.

24 Annual Report 2007

San Diego Professionals Against Cancer St. Joseph Mercy Hospital Medical Valley of the Sun Jewish Community San Diego Rescue Mission St. Jude Children’s Research Hospital Center San Diego Urban League St. Vincent de Paul Village Variety the Children’s Charity San Diego USO Stand for Children Leadership Centre V-Day San Diego Youth and Community Services Stanford Health Services Veterans Memorial Center and Museum San Francisco Aids Foundation Sundt Memorial Foundation Veterans of Foreign Wars Save Darfur Coalition Super Jake Foundation Vision of Children Save Ellis Island Susan G. Komen Breast Cancer Center Vista Del Mar Child & Family Services Save the Children Foundation Vista Hill Foundation Scleroderma Research Foundation Texas Council on Family Violence Voices for Children Scripps Clinic Therapeutic Equestrian Activity Center for Volunteer San Diego Scripps Health Foundation the Handicapped Wellness Community–Central Arizona Scripps Home Tides Center Westchester Jewish Center Scripps Research Institute Trigeminal Neuralgia Association Westchester Medical Center Foundation Seacrest Foundation Tuberous Sclerosis Alliance Wheeles Museum Seacrest Village Retirement UCSD Cancer Center Foundation Wheels for Humanity Communities UNICEF Whittier Institute for Diabetes Second Chance United Cerebral Palsy Association William J. Clinton Presidential Foundation Senior Community Center United in Harmony Woldenberg Village Sharp Healthcare Foundation United Nations Foundation Women For Women International Sharsheret United Plant Savers Women Involved in Nurturing Giving Shomrey Mishpat Rabbis for Human United Way Sharing Rights North America United Way of Westchester and Putnam Women’s American ORT Sidney Kimmel Cancer Center United Way/CHAD of San Diego County Yad L’Achim Sisters of Nazareth of San Diego University of Washington Foundation YMCA of Greater Cincinnati Smile Train UNYEWAY YMCA of San Diego County Special Olympics of Southern California URJ Camp Harlam, Philadelphia, Pa. YMCA Youth and Family Services Special Olympics of Northern California USA Cycling Development Foundation YMCA–Copley Branch St. Baldricks Foundation USO Youth Without Borders St. Germaine Childrens Charity Vaad Hanochos Hatmimim YWCA St. Johns Educational Thresholds Center Valley of the Sun Hospice Association YWCA–Becky’s House

Jewish organizations are listed in green.

CONNECTED BY GRANTS Bringing the JCC Maccabi Games to San Diego In 2008, the Lawrence Family Jewish Community Center JACOBS FAMILY CAMPUS (JCC) will host the JCC Maccabi Games, a one-week, Olympic-style, multi-sport, athletic and cultural event that will be the largest Jewish community event in the history of San Diego. The JCC will welcome more than 1,500 Jewish athletes, their families and friends, more than 1,000 volunteers and 650 host families. Delegates from the U.S., Canada, Mexico, Israel and Europe will test their skills in sporting events. The games deepen understanding and appreciation of Jewish values among teens by enriching their identity in an informal setting.

www.jcfsandiego.org 25 Jewish Community Foundation of San Diego

GRANT RECIPIENTS CONTINUED

HEALTH & HUMAN SERVICES CONTINUED Zeitgeist Community Learning Center United States Servas Ziv Tzedakah Fund Villa Esperanza Services World Jewish Congress HUMAN RELATIONS & SOCIAL ACTION JEWISH ORGANIZATIONS Abraham Fund IN SAN DIEGO America-Israel Friendship League Beth El Foundation American Civil Liberties Union Beth Jacob Congregation Foundation Chabad of La Costa American Civil Liberties Union Chabad of La Jolla Shores Foundation of Colorado Chabad of Poway American Constitution Society for Law Chabad of San Diego and Policy Chabad of University City American Jewish Committee CONNECTED BY GRANTS Chabad San Diego Headquarters American Jewish Congress Congregation Adat Yeshurun Supporting San Diego’s Americans for Peace Now National Congregation Beth Am Jewish Day Schools Office Americans United for Separation of Congregation Beth El A strong Jewish education is one of the Church and State Congregation Beth Israel greatest tools we have for ensuring the Americares Foundation Congregation Dor Hadash survival of Jewish values and traditions. Kehillat Ahavat Yisrael Foundation donors support the five Amigos De Las Americas excellent Jewish day schools serving the Amnesty International USA Ner Tamid Synagogue students of San Diego: Anti-Defamation League Ohr Shalom Synagogue Temple Adat Shalom • Chabad Hebrew Academy Avodah–The Jewish Service Corps Bell Policy Center Temple Beth Sholom • San Diego Jewish Academy Boy Scouts of America Temple Bnai Shalom • Soille San Diego Hebrew Day School California Now Foundation Temple Emanu-El Temple Solel • Southern California Yeshiva High Chicago Action for Jews in the Former School Soviet Union Tifereth Israel Synagogue Counterterrorism and Security Educational • Torah High School of San Diego Research Foundation JEWISH ORGANIZATIONS At Soille Hebrew Day, Headmaster Human Rights Campaign Foundation OUTSIDE SAN DIEGO and Rabbi Simcha Weiser, pictured Institute of Religion and Democracy Breslov Synagogue of Columbus, above, sets the tone by reading to National Conflict Resolution Corporation Columbus, Ohio kindergartners. National Interfaith Committee for Worker Chabad of Green Valley, Justice Henderson, Nev. Nefesh Bnefesh Jewish Souls United Chabad of Hyde Park, Chicago, Ill. Ocean Beach Community Development Chabad of Palos Verdes, Corporation Rancho Palos Verdes, Calif. Project Kesher Chabad of Summerlin, Las Vegas, Nev. San Diego Advocates for Social Justice Chabad-Lubavitch of Oregon, Southern Poverty Law Center Portland, Ore. United States Advocates for Youth Colel Chabad, Brooklyn, N.Y. Foundation

Jewish organizations are listed in green.

26 Annual Report 2007

JEWISH ORGANIZATIONS OUTSIDE SAN DIEGO CONTINUED Congregation Beth Emek, Congregation Shir Ha-Ma-Alot, Temple Beth El, Lexington, Miss. Pleasanton, Calif. Irvine, Calif. Temple Beth Elohim, Wellesley, Mass. Congregation Beth Sholom, Congregation Yeshiva Yad Moishe, Temple Beth Shalom, Las Vegas, Nev. Anchorage, Alaska Brooklyn, N.Y. Temple Bnai Abraham, Decatur, Ill. Congregation Bnai Israel, Toledo, Ohio The Conservative Synagogue, Temple Chaverim, Plainview, N.Y. Westport, Conn. Congregation Bnai Israel, Tustin, Calif. Temple Israel, New Rochelle, N.Y. First Hebrew Congregation of Congregation Emanu-El, San Francisco, Temple Israel, Omaha, Neb. Calif. Oakland–Temple Sinai, Oakland, Temple Israel, Wilkes-Barre, Pa. Congregation Heichal Hakodesh, Calif. Woodmere, N.Y. Friends of the Jewish Chapel, Temple of the Arts, Beverly Hills, Calif. Congregation Kol Emeth, Palo Alto, Annapolis, Md. Temple Sinai, South Burlington, Vt. Calif. Havurah Shir Hadash, Ashland, Ore. Temple Tifereth Israel, New Bedford, Congregation Netivot Shalom, Herzl-Ner Tamid Conservative Mass. Berkeley, Calif. Congregation, Mercer Island, Wash. Tifereth Israel Synagogue, Beachwood, Congregation Nevei Kodesh, Lubavitch-Chabad Jewish Center of Ohio Boulder, Colo. Gainesville, Gainsville, Fla. Union of Orthodox Jewish Congregation Ohev Shalom, Dallas, Reform Jewish Appeal, New York, N.Y. Congregations of America Texas Stephen Wise Temple, Union for Reform Judaism, New York, Congregation Sherith Israel, Los Angeles, Calif. N.Y. San Francisco, Calif. Temple Beth Am, Miami, Fla. World Union for Progressive Judaism

Jewish organizations are listed in green.

PHILANTHROPY SERVICES THE FOUNDATION PROVIDES

No matter the amount of your giving, the Foundation can help make your philanthropy meaningful and effective. We provide the following services to donor advised funds and family foundations: • Research on specific organizations and areas of interest

• Evaluation of programs

• Tracking of grant progress and outcome evaluation

• Arrangement of site visits

• Resources for involving all ages in philanthropy

• Facilitation of family meetings

• Educational programs on areas of interest and philanthropic trends

• Connection with excellent resources such as:

• San Diego Grantmakers, a local association of individual philanthropists, corporate funders and foundations dedicated to stimulating effective philanthropy in the San Diego region

• Jewish Funders Network, an international organization dedicated to advancing the quality and growth of philanthropy rooted in Jewish values www.jcfsandiego.org 27 Jewish Community Foundation of San Diego

CONNECTING DONORS WITH CRITICAL NEEDS IN ISRAEL & OVERSEAS

When war broke out in the summer of 2006 between Israel and Hezbollah, Foundation donors responded quickly and generously to the United Jewish Federation of San Diego County’s (UJF) Israel Emergency Campaign, which provided relief and respite to Northern Israelis. Scores of bomb shelters were outfitted with air conditioning and other necessities. Thousands of children were bussed to summer camp programs in less exposed parts of the country. And emergency rescue personnel received vital equipment and uniforms to enable them to more safely and effectively perform their duties.

In addition to funding a variety of programs in Israel, the UJF Annual Campaign supports many vital community programs as well as life-saving and enhancing projects for Jews in 60 countries around the world. Through its network of organizations, UJF helps the young, the old, the poor, the sick, the immigrant, and those who are persecuted and oppressed, all in the name of the San Diego Jewish community.

Foundation donors continued to demonstrate their concern and solidarity for the people and the State of Israel through grants throughout the year to organizations such as the Technion–Israel Institute of Technology, SELAH–The Israel Crisis Management Center, Meshi Educational and Rehabilitative Center for children with disabilities, the Israel Children’s Centers, Jewish National Fund and many other organizations.

In the summer of 2007, Foundation donors enabled the creation of a special program through the Schneider Children’s Hospital, reaching out to the children of Sderot—a community under attack by rockets fired from the Gaza Strip. Many schools and businesses have been closed, and children and adults are living under extremely stressful conditions. Through a grant from the Foundation, a team of child psychologists from Schneider travel from the center of the country to Sderot three times a week to provide counseling and anxiety relief strategies. Grants were also sent through the UJF to San Diego’s partnership community of Sha’ar HaNegev, which borders Sderot, to provide residents with social activities and respite and fortify building structures. Other grants enabled the creation of a new first aid station in Sderot by Magen David Adom, Israel’s emergency responder organization.

28 Annual Report 2007

LEGACY GIVING

These individuals and families have established legacy gifts for the Jewish community through the Foundation’s Create a Jewish Legacy© program established in April 2004 in conjunction with the Endowment Leadership Institute. A Glenn & Jodi Abel Jack Berkman Jaime & Karen Breziner Clifford Acheatel Howard & Marsha Berkson Mitchell & Merle Brodie Larry & Janet Acheatel Michael & Carolyn Berlin Nina Brodsky Florence Ackerman* Alice Bermanis Sophie Brody* Grayton E. Allen* Edgar & Julie Berner Deborah Broida Janet Alliger Sidney & Gloria* Bernsen Steven & Rosalyn Brotman David & Yael Alpert Robert & Linda Bernstein Abraham & Pamela Broudy Gertrude Aminoff* Sheldon Bernstein Charlotte Broussard Tibor & Anna Apfelbaum* Stanley Bernstein Rabbi Jeff Brown & Amy Bebchick Irving* & Cecelia Appelbaum Raquel Berson Todd & Debby Buchholz Perry & Susan Arenson Samuel Berson* Donald* & Betty Byrnes Daniel Arovas & Joyce Miller Arovas Ezra & Lisa Betech C Michael & Barbara Carr Dr. Jerry & Beverly Auerbach Kent & Judy Bicker Ralph Carson Joyce Axelrod Terri Bignell Stephen & Linda Carson B Dr. Stephen Baird & John* & Shirley Bloomenthal Theodore Cashuk & Ella Prager-Cashuk Carol Davidson Baird Edwin & Adrienne Blumberg Miriam Chall Natan & Raquel Bakcht Scott & Karen Blumen Peter & Elaine Chortek Michael & Lori Barnett Rabbi Avram & Leah Bogopulsky Janet Clancy Michael & Bonnie Bart Cynthia Bolker Brian & Liza Cohen Michael Bartell & Melissa Garfield Bartell Howard & Lori Bolotin Edward & Vicky Cohen Richard Barton & Elaine Feuer-Barton Peter Bonavich & Sheree Swetin Hal & Helen* Cohen Edmund & Pamela Beimel Brian & Jan Borkum Joseph Cohen & Martha Farish Leslie Belden Richard & Lillian Braun Michael & Myrna Cohen Irvin* & Ruth Belenzon Ira & Sharon Braverman Melvin & Betty Cohn Jacob & Leslie Bercovitz Shirley Brenner Arthur & Eilene Cummins Geoffrey & Carla Berg Michael Breslauer & D Paul & Julie Datnow Mark Berger & Jacquelyn Tolley Stefanie Levine Breslauer Clive David

* Of blessed memory

CONNECTED BY LEGACIES Temple Solel Shows Exceptional Commitment To Building Endowments Temple Solel, a North County congregation, was the first Endowment Leadership Institute (ELI) participant to complete its three-year goal, and the synagogue met this landmark six months ahead of schedule. At right, ELI committee member David Wax meets with Senior Rabbi David Frank, Executive Director Robin Rubin and Assistant Rabbi Jeff Brown.

www.jcfsandiego.org 29 Jewish Community Foundation of San Diego

LEGACY GIVING CONTINUED

Stuart & Sharon Davidson Ronald & Carol Fox Amparo Goldman Jeffrey & Mardelle Davis Steve & Ellen Fox Harry Goldman* Neal & Deborah Desind Allesandro Franco Rabbi Lisa Goldstein Ronnie Diamond Gary & Barbara Frank Meg Goldstein Sheldon & Natalie Diamond Rabbi David Frank & Davida Shreiber Albert & Sharon Goodman E Karen Eddie Mitchell & Jackie Freedman Zelda Goodman Mannie & Gail Edelstein Morris Freifelder* Teresa Goodwin Richard & Jessica Effress Gertrude Friedburg* Herman & Jean Gordon Carl Eibl & Amy Corton G Graeme & Simone Gabriel Sidney & Bernice Green Joan Eichberg Jose & Jana Galicot Dr. Oscar & Rita Greene Michael Eichler & Patricia Libby Murray & Elaine Galinson Herbert & Marlene Greenstein Daniel & Emily Einhorn Joe & Rona Gallen Robert & Joan Greenstone Jim & Marti Eisenberg Franklin & Jean Gaylis Allen & Toni Gruber Jeff Elden Hyman & Rhoda Gaylis Sylvan & Ruth Grunwald Mark & Cheryl Ellis David & Sylvia Geffen Judy Gumbiner David & Claire Ellman Jonathan & Alma Geiger H Charlotte Haas* Lynne Elson Gerald & Marcia Gilberg Noah & Rena Hadas Daniel & Phyllis Epstein David & Tammy Gillies Henry Haimsohn F Beth Faber-Jacobs Kenneth Ginsburg & Bonnie Sowa Barbara Haislip Morey & Jeanne Feldman Amnon Gires & Monica Handler Penner Wayne Hamburger Nomi Feldman Jerold Glassman & Gerald & Judith Handler Michael & Carolyn Felzer Myra Greenberg-Glassman Gordon & Barbara Haworth Robert Fink Joseph & Beverly Glickman Marcia Hazan Joseph Fisch Irving Gold Freda Heller Barbara Fischbein Rabbi Aaron* & Jeanne Gold Michael & Maria Herman Jack* & Sigrid Fischer Jerold & Linda Goldberg Norman & Harriet Herman Merle & Teresa Fischlowitz Mark & Connie Goldberg Ernest & Margaret Heuman* Michael & Susanna Flaster Melvin & Rory Goldberg Stanley & Joyce Heyman Muriel Fleischman* Maurice A. Goldberg* Herman Hindel* Scott & Ethel Fleury Milton & Madeline Goldberg* Samuel Hindel*

* Of blessed memory

CONNECTED BY LEGACIES Laura and Myron Jucha If we want to ensure that the San Diego Jewish community grows and thrives, we must act now to guarantee its future. We hope that by teaching the importance of a Jewish education, tzedakah and tikkun olam, our children will grow up to hold these values close to their hearts. We hope that by being active members in Temple Solel we are setting a good example. We are proud to leave a lasting legacy to our temple by our many volunteer hours, the donation of a new classroom, as well as our endowment gift. —From the Book of Life

30 Annual Report 2007

Beno & Hadassah Hirschbein Larry Katz Jean Levitan Gary & Tracy Hirschfeld Michael Katz Gary & Cheryl Levitt Clara Hockmeyer Norman & Roxanne Katz Ruth Levor Isadore & Betty Horne Miriam Katzin Jerome & Leona Levy Rabbi Mark Hurvitz & Nadja Kauder Nathan & Celia Levy Rabbi Deborah Prinz Roberta Kaufman-Fredericks Yiftach & Jennifer Levy I Andrew & Sonia Israel Howard & Lori Kaye James Lewis J Gary & Jerri-Ann Jacobs Harry Kessler* Rabbi Mel & Deena Libman Hal & Debby Jacobs Gerald & Shirley Kobernick Morris & Zita Liebermensch Irvin & Jacqueline Jacobs Rabbi David & Debbie Kornberg Bob Lin Irwin & Joan Jacobs Gary Kornfeld & Theresa Dupuis Miriam Lincoff Karl & Audrey Jacobs Martin & Phyllis* Kornfeld Ruben & Susanne Lisker Howard Jacoby Fanny Krasner Lebovits Marshall & Gail Littman Emma Jaffe Lawrence & Sallye Krause Larry & Marla Lobenstein Irv & Eleanor Jaffe Seth Krosner Hamilton & Estelle Loeb Richard & Ann Jaffe Linda Kucinski Ervin London Chris & Emily Jennewein David & Jessica Kupferberg Sharon Losnick Harold & Catherine Johnson* Murray & Flora Kuritsky Craig & Marty Lotzoff Cecile Jordan L Sam & Gabriella Labson Peter & Lynn Louis Miriam Jubelirer* Edith Lange Herbert & Marsha Lubick Myron & Laura Jucha Robert & Susan Lapidus M Alan Maisel K Errol & Harriet Kader Stephen & Sharon Lash Jack Maizel Joseph Kahl* Dorothy Last* Barbara Mandel Pache Lionel & Kim Kahn James & Risa Lauth Ron & Mercy Mandelbaum Marjory Kaplan Mark & Lorna Lavine Norman & Sivia Mann Maurice & Charmaine Kaplan* Robert Lawrence & Laurie Black Walter & Ruth Mann* Robert & Jodie Kaplan William & Yvette Lechtner Brian & Suzanne Marcus Stuart Karasik Sally Leed* Ellen Marks Jerry & Bea Karp Rabbi Moishe & Sura Leider Craig & Lorraine Mautner Barry & Avra Kassar Ira & Susan Lerner Hillel & Riva Mazansky Leon & Sofia Kassel Joseph & Jennifer Lerner Louis Mednicoff* Jerald & Marge Katleman Lainie Lesser-Mark Eli & Susie Meltzer Howard & Ann Katz Arthur & Sandra Levinson Rabbi Scott & Jennifer Meltzer * Of blessed memory

CONNECTED BY LEGACIES Howard and Lottie Marcus From our own experience in Germany, we learned what it means to be without family and friends and community support when in need. Therefore, it gives us great satisfaction to realize that our charitable contributions may serve to make life a little easier and a little better for someone in need somewhere. —From the Book of Life

www.jcfsandiego.org 31 Jewish Community Foundation of San Diego

LEGACY GIVING CONTINUED

Carlos & Esther Michan Larry & Janet Pollack Harriet Salter Joseph & Lauren Milana Hughes* & Sheila Potiker Eriberto & Stella Salzmann Silva Missler* Seth & Susan Pransky Terri Sapp Clive & Tamara Moch R Robert Radlow & Janet Esser Howard & Diane Schachat Elspeth Momcilovich* Barry Raskin & Linda Olafson Sheldon & Lillian Scharlin Bobbye Morgan Ruth Raskin* Steven & Linda Schechner Jerry Morrow Abraham* & Anne Ratner Marilyn Scheininger Martin* & Hilda Moskowitz Sandford & Laurayne Ratner Frederick & Shari Schenk Michael & Vickie Moskowitz Gary Ravet Colin & Jane Scher Jonathan & Gillian Moss Shirley Ravet George & Mary Ann Scher Mark & Ellen Moss Rocky & Debra Reid Arthur & Evalyn Schiff Ann Levenstein Mound Stephen & Bobbe Reitman Irving & Gloria Schiffman N Jan & Mary Netusil Jeffrey & Vivien Ressler Norman & Anneliesse* Schulman Alan & Nancy Nevin Joshua Richman Bob & Judi Schwartz Lawrence & Rebecca Newman Leonard & Constance Robin Richard & Jacquelyn Schwartz Robert Novick Bernice Rosenberg SDJA PTO Mark & Patricia Nussbaum Frieda Rosenberg May Sebel O Joseph & Sima Oppenheimer Adam & Jami Rosenthal Myron & Cynthia Seeberg Norm Orgel Rabbi Leonard & Judy Rosenthal Harry & Leatrice Segel Helen Orin* Ruben & Fanny Rosenthal Sonya Seiderman* Jose Orozco Jeff & Shelley Ross Charlene Seidle P Arnold & Marilyn Packer Gary Rotto Len & Fran Sekela Martin & Beverly Pamensky Andrew & Lisa Rubin Walter Shapiro Sarah Person-Leeds* Robin Rubin Leah Shapov* Lou & Hanka Phillips Craig & Ronni Rubinoff Jacob & Liz Sharp Irving & Anne Pinkel Alan & Dana Rusonik Bette Shatoff Jeffrey Platt & Gina Lew S Thomas & Helen Sabo Mark & Diana Shatz Shearn & Linda Platt Dr. Bruce & Sheri Sachs Belle Sherman Jeffrey & Fern Platt Hall Alfred & Teresa Salganick Lawrence & Barbara Sherman Lorne & Cynthia Polger Todd Salovey & Diane Boomer Mark & Renee Sherman

* Of blessed memory

CONNECTED BY LEGACIES Norm Levi: Improving the Lives of Young People A native San Diegan and a 1938 graduate of San Diego High School, Norm Levi, of blessed memory, was passionate about creating opportunities and improving lives. Norm set up six scholarships at his alma mater to enable students to attend community colleges and universities to achieve their dreams through education. All the scholarship recipients have been the first in their families to attend college and the first to graduate from high school. Many came to this country as immigrants with parents who are struggling just to survive. The Levi scholarships break the cycle of poverty. Though Norm passed away in February 2007, his scholarships will continue to change lives for students at San Diego High School, pictured at left.

32 Annual Report 2007

Shillman Foundation S. Mark Taper Foundation George Weiss Leon & Fern Siegel Charles & Paula Tannen* Nancy Weissberg Robert Siegel & Roslyn Goldstein Robert & Mary-Stuart Taylor Steven & Ava Weitzen Jeffrey Silberman & Martin & Angelica Teal Matthew Weitzman & Sharon Stampfer Karen Foster Silberman David & JoanTedlow Gerald & Teshy Wellman Raphael & Kitty Silverman Susan Teneyck-Mallory Sydney & Cynthia Wexler Edward & Zella Silverstein Julie Teper Galper Gordon & Marilyn Williams Doug & Leslie Simon Gertrude Thaler Joseph* & Louise Winicki Elaine Simon Nessim and Sarah Tiano Mort Winski* Ronald & Anne Simon Stanley & Janet Tiger Rachel Winsten* Richard & Judy Simons Steven & Sharon Tradonsky George Wise Neal Singer Nancy Tuggle Edith Wiseman Jerold & Phyllis Siperstein Jan Tuttleman Stephen & Deborah Wismar Arnold* & Lucille Sirk V Louis & Tammy Vener David Witkowski & Cantor Kathy Robbins Robert & Debra Skomer Alan & Caryn Viterbi Rabbi Jeffrey & Shoshie Wohlgelernter Phil & Sharyl Snyder Alexandra Viterbi Allan & Rochelle Wolf Herbert & Elene Solomon Andrew & Erna Viterbi Hubert & Geraldine Wolff Howard & Debra Solomon Danielle Viterbi Dr. Don & Marcia Wolochow Steven & Esther Solomon Samantha Viterbi Gary & Ilana Woods Audrey Viterbi Smargon Valerie Viterbi Bertram & Jacqueline Woolf Sidney & Penny Spector Morton Vogelson* Y Ann Youngblood* Sherman & Harriett Sperling Steve & Gerry Voit Z Henry & Helen Zaguli Sperling Family Fund W Jeffrey & Barbara Wassertrom Marvin & Judith Zaguli Jodie Spiegel David & Sharon Wax Joan Zak Leo Spiegel Steven & Laurie Wax Leonard & Ruth Zanville* Steiman Family Trust Zelda Waxenberg Jane Zeer Marty Stern & Marcia Kern Annette Kaplan Weil Lillian Zilbercwicz* Ruth Stern John & Cathy Weil Brian & Celena Zimmerman Matthew & Iris Strauss Rabbi Simcha & Betty Weiser Charles & Eleanor Zion Joseph & Ellen Strum* Dr. Robert Weisgrau & Jeanne Zlotnick Dr. Tom & Lisa Sweet Dr. Roberta Gottlieb Anonymous (44) Michael & Anita Szawielenko Eric Weisman & T Fred & Valerie Tamkin Susan Chortek Weisman * Of blessed memory

CONNECTED BY LEGACIES Irving and Gloria Schiffman I am the sole member of my family who left Poland before World War II. Gloria and I both come from traditional Jewish families, deeply imbued with the ethical values of our ancient people. As a child, I often heard my father propound Rabbi Hillel’s precept on the essence of Judaism: V’ahavta l’reacha kamocha (love thy neighbor as thyself). This dictum resonated throughout my life, and has become for both of us the hallmark of the Jewish ethos. Tzedakah toward those in need is its ultimate expression, and we have made a commitment to this quintessential Jewish value. —From the Book of Life

www.jcfsandiego.org 33 Jewish Community Foundation of San Diego

BOOK OF LIFE

When an individual or family leaves a legacy to a Jewish organization, we invite them to compose a statement for the San Diego Jewish community’s Book of Life. Those who accept this honor sign the Book in a beautiful and meaningful signing ceremony that the Foundation holds from time to time in synagogues and Jewish venues around San Diego.

Book of Life statements are promises made by one generation to the next to secure the future of our Jewish community locally, in Israel and worldwide. More than 145 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. The Book of Life is a permanent archive for our community on display at the Foundation’s offices.

CONNECTED BY LEGACIES This year, the Foundation held its fifth Book of Life signing. Chaired by Betty Byrnes Seth Krosner and conducted by Rabbi David Frank of Temple Solel, the ceremony celebrated the individuals and families who have promised to leave a legacy gift of any amount to My life and my work as a trauma surgeon have been shaped by a culture dedicated to healing the Jewish community after their lifetimes. the sick, protecting the weak, and providing for the needy. As I prepared my will, I thought These individuals have signed the Book of Life: carefully about providing for those I love and Stephen & Shelly Abramson Marcia Hazan for the world they will inherit. I will not be Irving* & Cecelia Appelbaum Deborah Horwitz there to ensure the strength of the synagogues, community centers, and agencies. Joyce Axelrod Karl & Audrey Jacobs What I can do, and will do through my Jacob & Leslie Bercovitz Edward & Linda Janon planned gifts, is help to make sure the Jews of Edgar & Julie Berner Chris & Emily Jennewein the next generation will have tools to create a Terri Bignell Myron & Laura Jucha vibrant Jewish life for their great-grandchildren. Donald* & Betty Byrnes Marjory Kaplan Since I have no children of my own, I see these gifts as my stake in our shared future. Peter & Elaine Chortek Robert & Jodie Kaplan Melvin & Betty Cohn Barry & Avra Kassar —From the Book of Life Clive David Seth Krosner David & Claire Ellman Murray & Flora Kuritsky Lynne Elson Jerome & Leona Levy Earl Feldman Theodora Lewis Pincus Morey & Jeanne Feldman Marshall, Gail & Rebecca Littman Walter & Pam Ferris Hamilton & Estelle Loeb Merle & Teresa Fischlowitz Norman & Sivia Mann Tom & Judy Fisher Howard & Lottie Marcus Pauline Foster Elias & Frances Margolin Murray & Elaine Galinson Jonathan & Ellen Marks Jay & Lisa Gelbart David Meister* Madeline Goldberg* Mark & Ellen Moss Melvin & Rory Goldberg Ann Mound Herman & Jean Gordon Alan Nevin Barbara, Graham & Amanda Haworth Lawrence & Rebecca Newman

* Of blessed memory 34 Annual Report 2007

Joseph Oppenheimer Lawrence & Barbara Sherman Lawrence & Andrea Oster Leon & Fern Siegel Irving & Anne Pinkel Arnold* & Lucille Sirk Shearn & Linda Platt Phil & Ruth Slonim Sandford & Laurayne Ratner Herbert & Elene Solomon Anne Ratner Steven & Esther Solomon Emanuel & Shirley Ravet Mark, Jill & Rebecca Spitzer Henry & Barbara Reed Rodney & Gloria Stone Bruce & Sheri Sachs Michael & Deena Swidler Rae Samiljan Robert & Mary-Stuart Taylor Sheldon & Lillian Scharlin Gertrude Thaler Steven & Linda Schechner Nessim & Sarah Tiano George & Mary Ann Scher Jan Tuttleman Jane Scher Louis & Tammy Vener Irving & Gloria Schiffman Andrew & Erna Viterbi Jack & Sherron Schuster Morton Vogelson* May Sebel John & Cathy Weil CONNECTED BY LEGACIES Charlene Seidle Susan Chortek Weisman Jodie & Robert Kaplan When my husband Bob encouraged me to FOUNDATION LEGACIES join him on the United Jewish Federation San Diego Community Mission to Israel in By connecting with many individuals and families, the Foundation has changed the culture November 1995, my life changed forever. It was on that first trip to Israel that I realized of giving in the San Diego Jewish community. The following people have demonstrated why the work I was doing in the San Diego their trust by allowing the Foundation to provide long-term, perpetual stewardship of their community was so important and why it is charitable wishes. Either during or after their lifetimes, an area-of-interest or unrestricted equally important to support our “family” endowment fund will be established in their names. Both options allow future leaders to in Israel as well. By leaving a legacy, Bob and I have inspired our children to follow in our address changing needs. footsteps of tikkun olam. Our son, Lawrence (pictured with Jodie), participated in the Irving* & Cecelia Appelbaum Jerald & Marge Katleman Community Youth Foundation, and our Jessie Bello* Seth Krosner daughter, Leora consistently looks for Edgar & Julie Berner Robert Lazarus opportunities to help people. We hope that Donald* & Betty Byrnes Jean Levitan our children will pass on to their children the love, commitment and passion for giving that Peter & Elaine Chortek David Meister* we have inspired in them, dor l’dor. Melvin & Betty Cohn Alan & Nancy Nevin Daniel & Emily Einhorn Joseph Oppenheimer —From the Book of Life David & Claire Ellman Hughes* & Sheila Potiker Beth Faber-Jacobs Ruth Raskin* Morey & Jeanne Feldman Anne Ratner Murray & Elaine Galinson Colin & Jane Scher Joseph & Beverly Glickman Jack & Sherron Schuster Irving Gold Sonya Seiderman* Marcy Goldstone Charlene Seidle Herman & Jean Gordon Arnie* & Lucille Sirk Henry Haimsohn Nessim & Sarah Tiano Marjory Kaplan Jan Tuttleman Robert & Jodie Kaplan Anonymous ( 7 )

* Of blessed memory www.jcfsandiego.org 35 Jewish Community Foundation of San Diego

ENDOWMENT LEADERSHIP INSTITUTE PARTICIPATING ORGANIZATIONS Agency for Jewish Education Beth Jacob Congregation Endowment Leadership Institute (ELI) is a unique, high-quality, results-oriented program Chabad of University City with the goal of transforming the culture of legacy giving in San Diego. Through ELI, Congregation Adat Yeshurun the Foundation partners with the lay and professional leadership of Jewish agencies, Congregation Beth Am synagogues and day schools to establish bequests and other estate gifts. These bequests Congregation Beth El will build future endowments for the Jewish community. Congregation Beth Israel ELI graduated its first class last spring with pomp and circumstance, and they will Congregation Dor Hadash continue to meet and share best practices. In 2006 ELI enrolled a second class of eight Hillel of San Diego community organizations, and launched a graduate program for the initial group of Jewish Family Service 12 participating community organizations. Lawrence Family Jewish Community Center JACOBS FAMILY CAMPUS © Three years after the Foundation introduced the groundbreaking Create a Jewish Legacy Ner Tamid Synagogue Program—with ELI as its centerpiece—the results speak for themselves. Almost 500 Ohr Shalom Synagogue families have promised an estimated $150 million to ensure the vitality of San Diego’s San Diego Jewish Academy future Jewish community. Soille San Diego Hebrew Day School Temple Adat Shalom Temple Emanu-El Temple Solel Tifereth Israel Synagogue United Jewish Federation of San Diego County

ELI GRADUATING CLASS 2007

TEMPLE SOLEL JEWISH FAMILY SERVICE TIFERETH ISRAEL

HILLEL SOILLE HEBREW DAY CONGREGATION BETH ISRAEL

36 Annual Report 2007

A NEW INITIATIVE: GOVERNANCE LEADERSHIP INSTITUTE

While ELI continues to be a top priority, the Foundation is launching a second, parallel initiative, the Governance Leadership Institute (GLI). A partnership with Wexner Heritage Program alumni, GLI will help ensure strong governance of San Diego’s Jewish organizations and synagogues.

Building on the remarkable success of the ELI program, by applying the same positive energy to the area of governance, GLI will ensure more philanthropy and endowments. With strong governance practices, organizations will inspire more confidence in the community. Donors will trust organizations to manage their gifts with proper oversight and great care. Strong governance practices include:

• Providing proper financial oversight

• Ensuring adequate resources

• Establishing transparency and legal and ethical integrity and maintaining accountability

• Ensuring effective organizational planning and strategic planning

• Assuring board succession and assessing board performance

• Building effective partnerships between board and staff

TEMPLE ADAT SHALOM SAN DIEGO JEWISH ACADEMY AGENCY FOR JEWISH EDUCATION

UNITED JEWISH FEDERATION ADAT YESHURUN LAWRENCE FAMILY JCC JACOBS FAMILY CAMPUS www.jcfsandiego.org 37 Jewish Community Foundation of San Diego

JEWISH WOMEN’S FOUNDATION

To mark five years of improving the lives of Jewish women and girls, the Foundation’s Jewish Women’s Foundation (JWF) funded its second major initiative, Rosh Hodesh: It’s a Girl Thing. This Agency for Jewish Education program is a highly participatory opportunity for girls to learn to make good decisions and grow into healthy, balanced young women.

The JWF is an active collaboration of more than 65 women dedicated to supporting the Jewish community through innovative and creative funding to enhance the lives of Jewish women and girls.

The JWF first invested in Supporting Jewish Single Parents (SJSP) a Jewish Family Service program that connects single parents and their families to the Jewish community, welcoming them and advocating for their needs. The JWF continues to significantly fund the program three years after its initial commitment.

Jewish Women’s Foundation: Top row (l to r) Elaine Chortek; Judy Fisher; Linda Platt; Melissa Garfield Bartell; Judy Feldman; Jane Fantel; Helene Ziman. Center row: Toby Eisenberg; Barbara Sherman; Ellen Marks; Marjory Kaplan; Betty Byrnes; Julie Bronstein; Charlene Seidle. Front row: Orit Ostrowiak; Phyllis Epstein; Barbara Lubin; Chair Marcia Hazan; Jerri-Ann Jacobs; Jan Tuttleman; Elaine Galinson

38 Annual Report 2007

Marcia Hazan, Chair Pauline Foster Julie Potiker Melissa Garfield Bartell Elaine Galinson Sheila Potiker Sondra Berk Laura Galinson Allison Price Marsha Berkson Marsi Gardiner Evelyn Rady Rabbi Lenore Bohm Beverly Glickman Anne Ratner Lisa Braun-Glazer Heidi Golding Laurayne Ratner Gail Braverman Rabbi Lisa Goldstein Vivien Ressler Sophie Brody* Bryna Haber Jane Scher Julie Bronstein Beth Jacobs Sherron Schuster Barbara Bry Jerri-Ann Jacobs Barbara Sherman Betty Byrnes, Past Chair Mara Jacobs Karen Foster Silberman Elaine Chortek Sara Jacobs Sharon Silverstein Hannah Cohen Susan Kabakoff Elene Solomon Phyllis Cohn Marjory Kaplan Gloria Stone Jessica Effress Susan Lapidus Anita Szawielenko Emily Einhorn Jennifer Levitt Carole Turk Toby Eisenberg Barbara Lubin Edna Tuttleman Claire Ellman Ellen Marks Jan Tuttleman, Founding Chair Phyllis Epstein Rebecca Newman Sophie Tuttleman Jane Fantel Orit Ostrowiak Zelda Waxenberg Judy Feldman Barbara Mandel Pache Susan Chortek Weisman Esther Fischer Monica Handler Penner Helene Ziman Judy Fisher Linda Platt

* Of blessed memory

CONNECTED BY WOMEN Funding Programs for Girls and Women The Jewish Community Foundation’s Jewish Women’s Foundation recently awarded funding to the Agency for Jewish Education’s (AJE) innovative Rosh Hodesh: It’s a Girl Thing program. The program addresses the specific issues of adolescent girls from a Jewish perspective, providing a safe and supportive atmosphere in which girls can articulate questions and concerns, connect to peer and adult mentors, and build Jewish identity.

www.jcfsandiego.org 39 Jewish Community Foundation of San Diego

COMMUNITY YOUTH FOUNDATION

Engaging youth in giving is one of the most important parts of the Foundation’s work. Our young people are naturally generous and welcome the opportunity to learn about philanthropy. Involving youth in giving will provide far-reaching benefits for the Jewish and general community.

To ensure that youth philanthropy programs continue to be a strong priority at the Foundation, this year we created an Endowment for Youth Philanthropy with two family foundations as charter contributors:

ENDOWMENT FOR YOUTH PHILANTHROPY Chortek Family Foundation Galinson Family Foundation

In the 10 years since the Foundation launched the Community Youth Foundation (CYF), more than 223 students have gained firsthand experience in community service and philanthropy. With a decade of experience in youth philanthropy, the Foundation is viewed as a national leader and has shared its youth programming with a dozen communities nationally.

COMMUNITY YOUTH FOUNDATION 2007 UNDERWRITERS Norman G. Levy Family Faith Stagg Dorothy Winter

TIKKUN OLAM CAMP 2007 GRANT RECIPIENTS Anti-Defamation League Educational Enrichment Systems Hillel of San Diego I Love A Clean San Diego Jewish Family Service of San Diego San Diego Museum of Man Second Chance United Jewish Federation of San Diego County

CONNECTED BY YOUTH Diller Teen Tikkun Olam Awards Community Youth Foundation alumna Amanda Haworth, far right, was one of five extraordinary California teens to win a 2007 Diller Teen Tikkun Olam Award for community service. Amanda’s vision and execution of her plan to bring Holocaust education to life in the curriculum of her public high school won her this acclaim. Justin Sachs, second from left, of Carlsbad, also won a Diller Award for establishing a foundation that trains young Jewish leaders. Helen Diller, center, and her family endowed the awards at The Jewish Community Federation of San Francisco.

40 Annual Report 2007

TIKKUN OLAM CAMP 2007 PIONEERED THIS SUMMER For six days this summer, a Cloud 9 Shuttle bus boarded eight teenage campers and two Foundation staff members for intensive visits to community agencies, for hands-on volunteering and to learn firsthand how to give effectively and strategically. The teens learned strategies from community leaders and donors to evaluate organizations and assess their own resources before they allocated thousands of dollars in grants to the community.

Students gave Tikkun Olam Camp high marks, especially the opportunity to experience community programs up close. “The one thing that stands out in my mind from participating in Tikkun Olam Camp is knowing that many Tikkun Olam Campers: (l to r) Stephen Levin; Jacob Teal; Dylan Bailey; organizations do want to help our world,” wrote one teen in Jamie Levine; Esther Stewart; Joel Cowen; Rachel Wangersheim; Atara Jaffe her evaluation. Said another: “Even as a kid you can learn to be a philanthropist and give back to the community. I found a passion for helping certain organizations thanks to this program.”

CONNECTED BY YOUTH Campers Participate in Hands-On Community Service Tikkun Olam Campers participated in hands-on community service projects and site visits, learning how the commitment of time and expertise can be as important as financial support. Meaningful site visits to Educational Enrichment Systems, above left, included time spent with preschoolers, children of low-income working families. A site visit to Second Chance’s STRIVE program, above middle, was particularly compelling because the program helps people help themselves, which is the highest form of tzedakah. The teens were moved by the clients’ motivation and the progress they are able to make toward their goals of self- sufficiency. During their visit to Interfaith Community Services, right, students weeded vegetable gardens for this organization that addresses the needs of low-income, homeless and underserved populations.

www.jcfsandiego.org 41 Jewish Community Foundation of San Diego

FINANCIAL REVIEW

The Foundation enjoyed strong financial performance during fiscal year 2007 as total assets reached a new high of $265 million and the Foundation continued to rank as second-largest in San Diego in terms of asset size.

ASSETS Total assets climbed to $265 million, reflecting both strong investment performance and continued strength in contributions to key fund classes. Donor advised funds and family foundations together increased 16.9 percent to $201.4 million. The fastest-growing segment is custodial funds, which consist primarily of endowment funds held on behalf of other community organizations. In 2007, these funds increased to a new high of $47 million.

GRANTS While assets grew steadily, the Foundation is particularly pleased to report the strong growth in grants. Grants increased to $55.2 million, representing more than 20 percent of the Foundation’s assets.

CONTRIBUTIONS FROM DONORS AND AGENCIES Contributions from donors increased more than 20 percent from the prior year. Hundreds of individuals and families added to their funds gifting more than $57 million. More than $15 million was contributed to custodial funds by local agencies, including several new nonprofits that the Foundation welcomed last year.

OPERATING BUDGET The Foundation has long focused on maintaining low overhead while continually striving for an efficient and progressive business model to further its mission of serving the community. Our operating budget in fiscal year 2007 represented 0.7 percent of total assets, which falls on the lower end of the range reported by comparable community foundations. The Foundation has budgeted for significant investments in 2008 to support future growth. Nonetheless, the Foundation anticipates maintaining overhead well under 1 percent of total assets.

Operating revenues were higher than anticipated, as fee income exceeded projections, while expenses came in under budget. Operating reserves, which represent the Foundation’s primary contingency against unforeseen events, ended in excess of $600,000.

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.

In 2007, University of San Diego’s School of Leadership and Education Sciences honored the Foundation by awarding its inaugural Kaleidoscope Award for Exceptional Governance.

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.

42 Annual Report 2007

ASSETS 2007 2006 % CHANGE Jewish Community Fund & Reserve $ 7,814,000 $ 6,773,000 15.4

Donor Advised Funds 101,729,000 83,601,000 21.7

Supporting Foundations 99,679,000 88,701,000 12.4

Custodial Funds 47,158,000 35,771,000 31.8

Restricted and Other Funds 8,546,000 9,181,000 (6.9)

Total Assets $264,926,000 $ 224,027,000 18.3

ACTIVITY SUMMARY Grants to Charitable Organizations $ 55,248,000 $ 53,461,000 3.3

Contributions from Donors 57,265,000 47,300,000 21.1

Custodial Fund Additions 15,150,000 9,300,000 62.9

Investment Activity 25,526,000 15,573,000 63.9

These figures represent the period July 1, 2006, to June 30, 2007. 2006-07 figures are highlights from the Jewish Community Foundation’s financial statements. A copy of the audited financial statements is available on request.

AUDIT The annual audit, overseen by the independent Audit Committee, is comprehensive to ensure that management is fulfilling its responsibilities in providing accurate and reliable financial information. The Foundation was pleased to receive an unqualified audit opinion from the public accounting firm AKT LLP.

CONFIDENTIALITY The Foundation adheres to a strict confidentiality policy. All information related to donors, individual balances, grant-making 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 and sign an annual disclosure statement. Decisions are made in the best interest of the community and rely on a framework of Jewish values. The Foundation considers the well-being and interests of donors to be 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 Web site.

www.jcfsandiego.org 43 Jewish Community Foundation of San Diego

FINANCIAL REVIEW CONTINUED

INVESTMENTS The Foundation’s investment policies allow community funds to be managed securely to address today’s community needs, while also providing for future generations. The Foundation applies state-of-the-art best practices in investment management.

The Foundation offers four investment pools, each with specific asset allocations and goals. Approximately 60 percent of total assets are now held in the pools. The Foundation’s highly experienced Investment Committee is charged with ensuring that pool returns compare favorably with industry benchmarks. The Committee relies on the expertise of the respected firm Wurts & Associates, which specializes in developing asset allocation for endowment portfolios. Shelly J. Heier, CFA, is the firm’s primary consultant to the Foundation.

Overall, investment gains were strong, totaling $25.5 million. The investment pools have experienced excellent performance over their four years of existence. The endowment pool, Pool D, is the largest, with assets of $117 million. Pool D reported a one-year return net of manager fees of 15.4 percent, while its three-year average annual return was 12.2 percent. Since its inception, Pool D has placed in the top third of a national universe that includes endowments of universities, hospitals and other large nonprofit organizations across the country. During the same period, measured risk, or volatility, has been maintained well below the average for this universe.

The Foundation also oversees investments for the approximately $100 million in assets that are held outside of the pools, including assets held by our family foundations and various trusts. To manage these investments, the Foundation enjoys strong relationships with top, nationally recognized investment firms. These investments must conform to the Foundation’s overall investment policy.

ENDOWMENT POOL D ENDOWMENT POOL D TARGET ASSET ALLOCATION PERFORMANCE

44 Annual Report 2007

INVESTMENT COMMITTEE The Investment Committee oversees the investment of all funds and investment pools, develops and monitors investment policies for Foundation assets, and oversees the Foundation’s independent investment consultant, Wurts & Associates.

Andrew Ratner, Chair 2007 Jerome Katzin VP, Investments, UBS Financial Services, Inc. Retired investment banker, Lehman Brothers Mark Stuckelman, Chair 2008 Lewis Klein Managing Director, Lazard Asset Management Financial Advisor, UBS Paine Webber Janet Acheatel Joseph Oppenheimer Portfolio Manager, Brandes Investment Partners Retired executive, Standard and Poor’s Corporation Marc Channick Jeffrey Silberman VP, Bernstein Global Wealth Management President, Carleton Management, Inc. Peter Chortek Leo Spiegel Retired executive, individual investor Managing Partner, Mission Ventures Ted Finkel Nessim Tiano Retired VP, Merrill Lynch International Group Retired executive, retired Managing Partner, KPMG LLP Barry Kassar, M.D.

Investment Committee: Front row: (l to r) Barry Kassar; Joseph Oppenheimer; Andrew Ratner, Chair, 2007; Nessim Tiano; Marc Channick; Back row: Lewis Klein, Jerome Katzin; Mark Stuckelman, Chair, 2008; Ted Finkel

www.jcfsandiego.org 45 Jewish Community Foundation of San Diego

COMMITTEES OF THE JEWISH COMMUNITY FOUNDATION

The Foundation’s broad-based committee structure forms the foundation of our vibrant organization. Leadership draws from a deep pool of talent and profound expertise to ensure effective program development and oversight.

AUDIT ENDOWMENT LEADERSHIP FUND DEVELOPMENT Robert Lazarus, Chair INSTITUTE Claire Ellman, Co-Chair Edgar Berner Jane Scher, Chair David Kabakoff, Co-Chair Emily Einhorn Betty Byrnes Joseph Cohen John Ohanian Elaine Chortek Melvin Cohn Lawrence Sherman Joseph Cohen Sharon Gabriel Barbara Haworth Murray Galinson BOARD ADVANCEMENT Robert Lazarus Jeffrey Glazer Jan Tuttleman, Chair James Nierman Zelda Goodman Pauline Foster Sheryl Rowling Henry Haimsohn Elaine Galinson David Wax Chuck Helsel Murray Galinson Lowell Potiker Kenneth Polin FINANCE AND SYSTEMS Edward Samiljan Sheila Potiker Paul Nierman, Chair Lawrence Sherman Lawrence Sherman Amnon Ben-Yehuda Brian Tauber Eric Weitzen Emily Einhorn Erna Viterbi Ronald Friedman Henry Haimsohn Larry Katz Dennis Lavine Andrew Ratner Edward Thomas Charles Tiano Jerome Turk

ELI Committee: (l to r) Elaine Chortek; James Nierman; Jane Fund Development Committee: front row (l to r) Edward Scher, chair; Betty Byrnes; David Wax; Gail Littman, director of Samiljan; Erna Viterbi; Claire Ellman, co-chair; David Kabakoff, co- endowments chair; Sheila Potiker, Foundation chair. Back row, (l to r) Chuck Helsel; Henry Haimsohn; Melvin Cohn; Murray Galinson 46 Annual Report 2007

GRANTS HUMAN RESOURCES Henry Gotthelf Martin Klitzner, Chair Emily Einhorn, Chair Gary Jacobs Barbara Barsky Edgar Berner Jerald Katleman Michael Berlin David Kabakoff Richard Katz D. Stephen Boner Paul Nierman Jerome Katzin Betty Byrnes Lawrence Sherman Warren Kessler Claire Ellman Andrew Viterbi Gerald Kobernick Jane Fantel Arthur Levinson Alberta Feurzeig Sandra Levinson Nadine Finkel LEADERSHIP COUNCIL Bernard Lewis Judy Fisher Elaine Galinson, Chair Jaime Liwerant Sandra Fisher Bernard Arenson David Mandelbaum Joan Jacobs Melissa Garfield Bartell Sivia Mann Felicia Mandelbaum Eugene Berkenstadt Rebecca Newman Brian Marcus Edgar Berner Roselyn Pappelbaum Brian Miller Robert Berton Stanley Pappelbaum Joseph Oppenheimer Arthur Brody Linda Platt Andrea Oster Howard Brotman Shearn Platt Shirley Ravet Betty Byrnes Robert Price Jeffrey Ressler Robert Caplan Ernest Rady Caryn Viterbi Peter Chortek Shirley Ravet Susan Chortek Weisman Hal Cohen Arthur Rivkin Stephen Cohen Robert Rubenstein Melvin Cohn Edward Samiljan Charles Feurzeig Sheldon Scharlin Pauline Foster Mary Ann Scher Joseph Glickman Jack Schuster Frank Goldberg Gary Shekhter Herman Gordon William Shenk Lawrence Sherman Donald Slate Herbert Solomon Eugene Step Gloria Stone Rodney Stone Edward Thomas Nessim Tiano Andrew Viterbi Ken Weiss

LEGAL Lawrence Sherman, Chair Jeffrey Silberman Steven Spector Finance & Systems Committee: (l to r) Dennis Lavine; Larry Katz; Jeremy Pearl, CFO; Emily Einhorn; Edward Thomas; Ronald Friedman; Amnon Ben-Yehuda; Paul Nierman, chair www.jcfsandiego.org 47 Jewish Community Foundation of San Diego

COMMITTEES CONTINUED

PHILANTHROPY CENTER REAL ESTATE AND REVENUE TASK FORCE Jan Tuttleman, Chair GIFT ACCEPTANCE Jerome Turk, Chair Cynthia Bolker Jeffrey Silberman, Chair Melvin Cohn Joseph Cohen Emily Einhorn Emily Einhorn Claire Ellman Edward Goldberg Murray Galinson Rich Effress David Mandelbaum David Kabakoff Susanna Karney Flaster Martin Klitzner Alan Nevin Murray Galinson Lawrence Sherman Paul Nierman Jeffrey Glazer Jeffrey Silberman David Kabakoff Lawrence Poster Seth Schechter Lawrence Sherman Sherron Schuster Ryan Stone Karen Foster Silberman Brian Tauber Alan Viterbi

Estate and Tax Planning Council member Oliver McElroy consults with his client and Foundation donor Sandy Fisher.

ESTATE AND TAX PLANNING COUNCIL The Foundation’s Estate and Tax Planning Council consists of leading attorneys, CPAs, financial planners and advisors, and other professionals who are committed to supporting the Foundation’s work by promoting philanthropy. The Council educates members of the estate and financial planning community about charitable giving and encourages client referrals. The Council is also a forum for networking among prominent legal and financial professionals.

Joseph Cohen, Co-Chair 2007-08 Daniel Brecher Ed Danenhauer Sheryl Rowling, Co-Chair 2007-08 Bernard Breier Sheldon Derezin Edward Thomas, Co-Chair, 2006-07 Arthur Brown Paul Dostart Ellen Whelan, Co-Chair, 2006-07 Janice Carmen Irving Eisenberg George Alexander Robert Carne Clive M. Essakow Al Arias Dawn M. Hall Cauthen James Farley Zoe Benditt Marc Channick Eloise H. Feinstein Barry Berelowitz Jack Charney Earl Feldman Michael Berlin Paul M. Cheverton Victor J. Ferrette Cynthia Bolker Kenneth Coveney Robert Fink D. Stephen Boner James Cowley Ted Finkel Lawrence Branton Theodore Cranston Todd S. Frank

48 Annual Report 2007

The Foundation is grateful for the active involvement of these members of the Estate and Tax Planning Council, some of whom gathered recently: front row (l to r) Jason Whiting, Ellen Van Hoften; Orin Green; Sheryl Rowling; John Weil; Cynthia Bolker; Edward Thomas; Stephanie Lord; Paul Dostart. Back row (l to r): Hillel Katzeff; Theodore Cranston; James Lauth; Ronald Phillips; Harold Small; Eric Weitzen; Scott Short; Daniel Brecher; Paul Cheverton; Marshall Lewis; Lawrence Branton; Marc Channick; Jeffrey Liber

Ronald A. Friedman Lawrence Kaplan S. Andrew Pharies Norman Smith Richard A. Gaines Hillel Katzeff Ronald Phillips Ian Smulowitz Eric Gardiner Gary Kornfeld Susan Phillips Nancy Spector Jay Gelbart Kevin Kravets Lawrence Poster Robert C. Gellman Archie Kuehn Carol Powers Andrew J. Sussman Richard Glasner James Lauth Judy Pressman Alan J. Talbott Andrew Glatt Dennis Lavine Andrew Ratner Carolyn Taylor Thea Glazer Robert Lazarus Stephen Ratner Michele Tutoli Ryan Goldenhar Stan Levitz Beth Regan Ellen Van Hoften Donald Goldsmith Marshall Lewis Roberta D. Repasy Mark Gordon Jeffrey Liber Roberta Robinson Frederick R. Vandeveer Barry Graff Eric Lodge M. Tami Sandke John Weil Orin Green Scott M. Lyons Sheldon Scharlin Joan Weiss Carlee Harmonson Errol Marcus David M. Schmutz Ken Weiss Ann Harris Oliver McElroy Martin Shapiro Joel S. Weissler Nancy G. Henderson Stephen Newnham Lawrence Sherman Stanley Heyman Margaret Anne Payne Scott Short Eric Weitzen David L. Hickson Mary Peshel Harold S. Small Lori M. Yocum www.jcfsandiego.org 49 Jewish Community Foundation of San Diego

BOARD OF DIRECTORS

Sheila Potiker Edgar Berner Elaine Chortek Joseph Cohen Emily Einhorn Chair Immediate Past Chair Estate and Tax Planning Vice Chair; Human Chair, 2007-08 Resources Chair

Claire Ellman Elliot Feuerstein Elaine Galinson Murray Galinson Henry Haimsohn Fund Development Leadership Council Chair Vice Chair and Chair Elect Co-Chair

Marcia Hazan Joan Jacobs David Kabakoff Martin Klitzner Robert Lazarus Jewish Women’s Vice Chair Fund Development Grants Chair Audit Chair Foundation Chair Co-Chair

Paul Nierman Kenneth Polin Andrew Ratner Jeffrey Ressler Sheryl Rowling Treasurer; Finance and UJF President Investment Chair, 2007 Estate and Tax Planning Systems Chair Chair, 2007-08 50 Annual Report 2007

Jane Scher Sherron Schuster Lawrence Sherman Jeffrey Silberman Secretary; Endowment General Counsel; Real Estate and Gift Leadership Institute Chair Legal Chair Acceptance Chair

Mark Stuckelman Brian Tauber Jerome Turk Jan Tuttleman Investment Chair, 2008 Revenue Task Force Chair Vice Chair; Board Advancement and Philanthropy Center Chair

Andrew Viterbi David Wax Eric Weitzen Marjory Kaplan Past President Chief Executive Officer

OUTGOING BOARD MEMBERS The Jewish Community Foundation thanks outgoing Board members Gary Jacobs and David Mandelbaum for their invaluable leadership and contributions.

Gary Jacobs David Mandelbaum

www.jcfsandiego.org 51 Jewish Community Foundation of San Diego

JEWISH COMMUNITY FOUNDATION STAFF

Foundation staff: Front row, (l to r) Gail Littman; Jeremy Pearl; Marjory Kaplan; Charlene Seidle; Emily Jennewein. Middle row Zoraida Singley; Meryl Goldberg; Jamie Zander; Julie Bronstein; Cynthia Zena; Jaclyn Adler. Back row: Dave Bean; Alexandra Davis; Marissa Garfield; Jeremiah Sacksteder

CEO FINANCE Marjory Kaplan Jeremy Pearl, JD, LLM, Chief Financial Officer Jeremiah Sacksteder, CPA, Controller DONOR SERVICES AND DEVELOPMENT Meryl Goldberg, Financial Analyst Charlene Seidle, Associate Director Zoraida Singley, Staff Accountant Marissa Garfield, Donor Services and Grants Manager Cynthia Zena, Staff Accountant Jaclyn Adler, Donor Services Associate Dave Bean, Systems Manager Julie Bronstein, Business Development Consultant

MARKETING AND COMMUNICATIONS ENDOWMENTS Emily Jennewein, Director of Marketing and Communications Gail Littman, Director of Endowments OFFICE ADMINISTRATION Traci Serrano, Office Manager Jamie Zander, Foundation Associate Alexandra Davis, Office Associate

CREDITS Pure Graphic Design & Advertising · Streeter Printing · Melissa Jacobs Photography Additional photography: Lauren Radack; Dan Chusid Photography, Gates Photography, Del Rio Studios

52 celebrating 40 yearsof giving

The past presidents of the Jewish Community Foundation and 500 friends celebrated the Foundation's 40th anniversary in May 2007: Back row (l to r) Edgar Berner; Rodney Stone; Lawrence Sherman; Andrew Viterbi; Jack Schuster. Front row: Shearn Platt; Pauline Foster; Herbert Solomon; Chair Sheila Potiker; Jerome Katzin. Pictured above right: Nessim Tiano.

www.jcfsandiego.org 53 4950 Murphy Canyon Road · San Diego, CA 92123 · (858) 279-2740 tel · (858) 279-6105 fax · [email protected] · www.jcfsandiego.org