65 7,1 44
The Jewish Community Foundation of Greater Kansas City
201 3 ANNUA L R EPOR T
Smarter Giving. Your Way.
The JCF 2013 Annual Report was made possible in part by a generous contribution from Hirtle, Callaghan & Co.
MISSION The mission of the Jewish Community Foundation of Greater Kansas City is to promote the practice of tzedakah (righteousness, charity) and the pursuit of tikkun olam (repairing the world) by serving as the central resource and advocate for planned giving and endowments in the Kansas City Jewish community. We accomplish this by: • Building financial resources to promote sustainable Jewish communal organizations and programs; • Engaging, educating and inspiring multiple generations of givers throughout the Jewish community; and • Providing creative philanthropic planning expertise to individuals and families to assist them in achieving their charitable goals.
VISION The vision of the Jewish Community Foundation of Greater Kansas City is to foster, sustain and ensure a strong and vibrant Jewish community for today and for generations to come.
CONTENTS 02 Executive Director & President’s Message 03 Number 1 Ranking 04 Foundation Leadership 05 Contributions 06 Community Legacy Fund 07 Supporting Foundations and Donor Advised Funds
3,533 GRANTS TO 767 DIFFERENT ORGANIZATIONS
DONORS PARTICIPATING IN THE BCE/CREATE A JEWISH LEGACY PROGRAM
77 NEW JCF FUNDS OPENED TOTALING $2,999,255
OF UNRESTRICTED ASSETS DISTRIBUTED TO CHARITY 12 Assets Distributed 13 Agency Partners & Restricted Funds 15 Making an Impact Through JCF 16 B’nai Tzedek Funds 19 Create a Jewish Legacy
How wonderful that no one need wait a single moment to improve the world.” — ANNE FRANK 22 Lifetime Endowment Gifts 23 Financials 24 Jewish Heritage Foundation 25 Donor Impact
THE NUMBER OF PEOPLE IT TAKES TO MAKE A DIFFERENCE WITH THE FOUNDATION.
20 Planned Gifts We regret any errors or omissions.
We hope that the Foundation’s work has affected you in a positive way and that you see your Impact Beyond Numbers. ”
IMPACT BEYOND NUMBERS Left-brain – right-brain. We need both hemispheres to understand our world and live fully. Much of the work of the Foundation is regularly expressed in numbers, but sometimes we spend so much time focusing on them that we forget they are only symbols, reflecting the ideas, aspirations and hard work of many donors, volunteers and nonprofit professionals. Perhaps no number is of greater symbolic value than the number 1. For the third year in a row, the Jewish Community Foundation of Greater Kansas City was ranked number 1 for its overall success in the annual survey conducted by the Department of Planned Giving and Endowments of the Jewish Federations of North America, representing nearly 450 Jewish communities. The ranking is based on 7 different measures which include the number and size of various types of funds with which the Foundation works. These measures in turn reflect the trust and confidence the Kansas City Jewish donor community has in the Jewish Community Foundation, the vision, sustained hard work and commitment of its board and staff, the strength of our partnerships with Jewish communal organizations and the transformational impact of those partnerships. The Jewish Community Foundation’s 2013 Annual Report is our attempt to connect the quantitative nature of our inputs and outputs with the qualitative nature of our impacts. We hope that the Foundation’s work has affected you in a positive way and that you see your Impact Beyond Numbers.
Lauren Mattleman Hoopes, Executive Director
02 | THE JEWISH COMMUNIT Y FOUNDATION OF GREATER KANSAS CIT Y | JCFKC.ORG
L. Joshua Sosland, President
We are number one
Thanks to the generosity of our donors and the dedicated efforts of our volunteers and professional staff, our Foundation continues to rank at the top of Jewish Community Foundations nationally. This is the third consecutive year that we have achieved this ranking based on the results of the annual survey conducted by the Department of Planned Giving and Endowments of the Jewish Federations of North America. In the words of JFNA, “achieving success cumulatively speaks to a program which is attuned to doing many things well: developing and managing endowment funds, investing the assets, servicing the hundreds of accounts which the foundation holds, and most of all, interacting with the community’s leadership and donors.” We couldn’t have done it without you.
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 03
FOUNDATION LEADERSHIP 2013 OFFICERS
2013 BOARD OF TRUSTEES
L. Joshua Sosland, President Alice Jacks Achtenberg, Vice President Irvin V. Belzer, Vice President Bernard P. Erdman, Vice President David R. Goodman, Vice President Frank W. Lipsman, Vice President Linda B. Lyon, Vice President Robert V. Palan, Vice President Ann L. Darke, Treasurer Ronald W. Goldsmith, Immediate Past President Lauren Mattleman Hoopes, Secretary & Executive Director Todd L. Stettner, Assistant Secretary
Jeffrey S. Alpert Sarah Z. Beren Lewis A. Berey Fred S. Bodker Ronald L. Coppaken Gary H. Cortes Arthur B. Federman Sharon Greenwood Lynn Intrater Ann Slegman Isenberg John D. Isenberg Marcia Karbank Steven M. Karbank
Merilyn Berenbom Stanley J. Bushman Sanford L. Cohn Ronald W. Goldsmith Ward A. Katz Richard M. Levin* George A. Lieberman* William B. Lowenstein
2014 BOARD OF TRUSTEES
L. Joshua Sosland, President Alice Jacks Achtenberg, Vice President Irvin V. Belzer, Vice President Bernard P. Erdman, Vice President David R. Goodman, Vice President James M. Klein, Vice President Frank W. Lipsman, Vice President Linda B. Lyon, Vice President Robert V. Palan, Vice President Ann L. Darke, Treasurer Ronald W. Goldsmith, Immediate Past President Lauren Mattleman Hoopes, Secretary & Executive Director Todd L. Stettner, Assistant Secretary
Jeffrey S. Alpert Sarah Z. Beren Lewis A. Berey Fred S. Bodker Ronald L. Coppaken Gary H. Cortes Edward J. Goldstein Sharon Greenwood Lynn Intrater Ann Slegman Isenberg Marcia Karbank Steven M. Karbank William B. Kort
Lauren Mattleman Hoopes, Executive Director Kevin Taylor, Chief Financial Officer Beatrice Fine, Director of Funder Services & Education Joshua Stein, Director of Fund Development Roberta Goller, Grants Manager Brooke Hardy, Communications Manager Antoinette Starks, Administrative Assistant
James M. Klein William B. Kort Peter S. Levi David R. Levy Aaron G. March Howard E. Mayer Alana R. Muller Ronna Nussbaum David M. Porter Tracy E. Shafton Patricia Werthan Uhlmann, ex-officio Joe Zwillenberg
Peter S. Levi David R. Levy Lon J. Lowenstein Aaron G. March Howard E. Mayer Alana R. Muller Ronna Nussbaum David M. Porter Tracy E. Shafton Patricia Werthan Uhlmann, ex-officio Joe Zwillenberg
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Karen D. Pack Elaine Polsky Michael A. Schultz Morton I. Sosland Joel D. Vile Stanford A. Zeldin *of blessed memory
Ellen Kort, Jewish Heritage Foundation Executive Director Kim Lewis, Jewish Heritage Foundation Grants & Operations Manager
Contributions At the Jewish Community Foundation we measure success not in terms of dollars contributed, but by the impact that every single dollar makes upon the lives of those served by each gift. “Plant flowers in others’ gardens and your life becomes a bouquet!”— UNKNOWN
New JCF funds opened totaling $2,999,255
$17,244,273 was contributed to JCF in 2013
“We opened a Donor Advised Fund to further our philanthropic connection with the Jewish community. The matching grant was a great way to increase our charitable impact on an organization we love.” — AMANDA & BRAD KOFFMAN
“When we were doing some end of year planning we realized that we had some appreciated stocks. We donated them to the Jewish Community Foundation which gave us tax advantages and also allowed us to support the Jewish community.” — CINDY & FRED BODKER
27% OF CHARITABLE CONTRIBUTIONS CAME FROM ESTATES By utilizing the creative planned giving services offered by the Foundation, many donors have provided crucial support to the organizations they cared about most and helped benefit others for years to come. These charitable gifts, which were put in place during the donors’ lifetimes and realized at their deaths, employed various vehicles for leaving a Jewish Legacy that fit each donor’s given circumstance.
133 GIFTS of appreciated stock totaling $4,158,106
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 05
Blue indicates new funds for 2013
COMMUNIT Y LEGACY FUND The Community Legacy Fund is an aggregation of permanent endowments from which grants are awarded to Jewish community agencies whose applications are reviewed and evaluated by the JCF Grants Committee and Board of Trustees.
30th Anniversary Million Dollar Fund Charles L. & Evelyn R. Abrams Memorial Fund Bertha S. & Ida E. Adelson Legacy Fund Abe & Helen Alport Fund Hans & Elisabeth Archenhold Legacy Fund Ida B. Bamberger Memorial Fund Anne Bernard Memorial Legacy Fund Abe & Anna Bograd Memorial Fund George G. Bornstein Memorial Fund Clara & Hyman Brand Fund L. H. & Betty Brickman Memorial Fund David & Jean Brockman Philanthropic Fund Jacob Brown Memorial Fund Morten Brown Fund Jerome & Jeannette Cohen Memorial Fund Joseph Cohen Fund Community Legacy Fund Louis Cumonow Fund Ben & Dora Edelbaum Family Fund Paul & Doris Flam Legacy Fund Jacob Friedman Legacy Fund Phillip L. Gershon Legacy Fund
Gloria Gershun Legacy Fund Chuck Gilbert Insurance Fund Nathan & Vita Goldberg Fund Solomon Goldberg Memorial Fund Marvin Greenbaum Fund Flo Harris Memorial Fund Max K. & Regine B. Harwick Legacy Fund Hoffman - Cohen - Rose Fund Bernard Hoffman Fund Harry Jacobs Legacy Fund Phillip Jacobs Memorial Fund Jewish Community Foundation Insurance Fund Harold Kain Charitable Fund Emma Landie Memorial Fund Allen & Barbara Lefko Legacy Fund Emelie Levin Memorial Fund Margery Lichtor Legacy Fund David & Lillian Lieberman Legacy Fund Dorothy Loeffler Legacy Fund Lowenstein Brothers Foundation Gwenn “Babe” Mallin Legacy Fund Mel & Lore Mallin Legacy Fund Abraham & Florence Margolin Legacy Fund Sol Margolin Memorial Fund Cyril A. & Rowena Milens Legacy Fund Helen & Julius U. Oelsner Fund Nathan Rieger Fund Gerald Rose Legacy Fund
The White Family at the Jewish Arts Festival, an event supported by the Community Legacy Fund and the White Family Supporting Foundation.
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Sylvia Rosenstock Memorial Fund Dorothy Rosenwald Legacy Fund Lillian Shaw Memorial Fund Ben & Clara Shlyen Memorial Fund Leah Starr Memorial Fund Clare Stern Fund Ruth Stern Fund Anna Strauss Fund Gerre Gene & Eugene M. Strauss Fund Donald & Sally Tranin Legacy Fund Ben & Helen Trillin Memorial Fund Alfred Wallach Memorial Fund Hanan D. Wedlan Memorial Fund Heim Wolberg Memorial Fund
Blue indicates new funds for 2013
DONOR ADVISED FUNDS
Supporting Foundations promote philanthropy and multigenerational giving while enjoying the benefits of public charity status and avoiding excise taxes, restrictions and spending requirements imposed on private foundations.
Donor Advised Funds are charitable giving accounts that enable donors to give more, smarter and better. Established with a single donation of $5,000 or more ($2,500 for those under age 35), a Donor Advised Fund allows donors to recommend grants to any qualified charitable organization. Donors may name successor advisors in order to encourage future generations to continue their tradition of giving.
Stanley J. Bushman Charitable Supporting Foundation Frances Wang Gershon Supporting Foundation The Flo Harris Foundation Shirley & Barnett Helzberg Supporting Foundation JCFRE Supporting Foundation Jewish Community Center Charitable Supporting Foundation Jewish Heritage Foundation Supporting Organization
Lowenstein Family Supporting Foundation Edward S. Rose Family Supporting Foundation Louis & Frances Swinken Supporting Foundation Vision Associates Supporting Foundation White Family Supporting Foundation Village Shalom Charitable Supporting Foundation
“Through our Supporting Foundation, we hope to instill in our children and grandchildren the joy of philanthropy.” — ELLEN & EDWARD ROSE
13 SUPPORTING FOUNDATIONS $4,318,002 GRANTED IN 2013 189 GRANTS TO 93 DIFFERENT ORGANIZATIONS 85.7% / $3,702,763 Local Jewish 0.9% / $38,500 National Jewish 11.8% / $507,989 Local Non-Jewish 1.6% / $68,750 National Non-Jewish
1215 Fund 507 Fund Abelson Family Donor Advised Fund Achtenberg Family Donor Advised Fund ACME Investment Club Donor Advised Fund Herb Adler Donor Advisory Fund Dr. Mark & Nancy Aeder Philanthropic Fund Cathy & Jeff Alpert Donor Advised Fund Meredith & Jonathan Angrist Donor Advised Fund Diane & Steve Azorsky Charitable Fund Harry & Ruth Baker Philanthropic Fund Ronald Baker Philanthropic Fund Irvin V. Belzer & Sue McCord-Belzer Donor Advised Fund BenPaul Charitable Fund Sarah & Peter Beren Fund Katherine Berenbom Donor Advised Fund Loren & Merilyn Berenbom Philanthropic Fund Max & Doreen Berenbom Donor Advised Fund Michael & Mollie Berenbom Donor Advised Fund Carol & Lewis Berey Family Fund Jeff & Jamie Berg Donor Advised Fund 2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 07
Blue indicates new funds for 2013
DONOR ADVISED FUNDS Bergman Family Charitable Fund Fred Berman Memorial Fund Bernard Family Fund Bernstein Rein Charitable Fund Leonard & Irene Bettinger Philanthropic Fund Blitt Family Donor Advised Fund David M. Block Philanthropic Fund James H. & Rae V. Block Charitable Fund Kenneth & Lisa Block Philanthropic Fund Helen Blond Special Fund Jacob & Elizabeth Blum Philanthropic Fund Michael & Jenifer Blum Philanthropic Fund Fred & Cynthia Bodker Charitable Fund The Brahman Fund Edith & Lewis Bratt Family Fund Daniel L. Brenner Family Fund Jacob & Frances O. Brown Family Fund Martin & Helen Brown Charitable Fund Phillip & Peedee Brown Fund Herb & Bonnie Buchbinder Donor Advisory Fund Daphne G. Fautin & Robert W. Buddemeier Donor Advised Fund Stanley J. Bushman Philanthropic Fund Philip & Dorothy Byer Philanthropic Fund Byers Family Donor Advised Fund Cantor’s Award Fund Bill & Robin Carr Philanthropic Fund Chaykin Family Charitable Fund Kacy Childs Levin & Mark Howard Levin Donor Advised Fund Jonathan & Ellen Chilton Family Donor Advised Fund
Barton P. Cohen & Mary Davidson Cohen Charitable Fund II Donna Gould Cohen Fund Howard E. & Debra L. Cohen Family Donor Advised Fund Jeannette & Jerome Cohen Philanthropic Fund Thomas M. Cohen Charitable Foundation Sanford L. & Barbara L. Cohn Philanthropic Fund Louis & Dorothy Cumonow Foundation Fund Cutler Family Charitable Fund Marida Cutler Charitable Fund Dr. Mark & Diane Davidner Donor Advised Fund Sheryl & Ron Davidow Children & Grandchildren Donor Advised Fund Ron & Sheryl Davidow Charitable Fund Devinki Family Philanthropic Fund Robert D. & Kathy DeWitt Donor Advised Fund Dimbert Family Donor Advised Fund Marian Durbin Philanthropic Fund “A” Alan Edelman & Debbie Sosland-Edelman Philanthropic Fund Even ha-Ezel Donor Advised Fund Katja Edelman Donor Advised Fund Dr. Gustave & Elinor Eisemann Philanthropic Fund Friends of Dr. Gustave Eisemann Charitable Fund Mark Eisemann & Leslie Mark Family Fund Ellis-Fine Family Fund Leonard & Barbara Enslein Family Philanthropic Fund Bernard P. & Joan E. Erdman Family Charitable Fund Cara & Andy Ernstein Donor Advised Fund Arthur & Diane Federman Donor Advised Fund Isak & Ann Federman Family Fund Federman Nachadeem Fund
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Feingold Family Fund June & Isaac Feinsilver Fund Eddie & Gloria Baker Feinstein Family Fund Paul Fingersh & Brenda Althouse Donor Advised Fund Pella & Jack Fingersh Fund Michael & Marlene Fishman Family Fund Paul & Doris Flam Donor Advisory Fund Jonathan Freiden & Rebecca Dragon-Freiden Charitable Fund Seth & Robyn Freiden Donor Advised Fund Bradley & Theresa Freilich Donor Advised Fund Dr. Robert H. & Carole S. Freilich Fund Dr. John & Hilary Fried Philanthropic Fund Elinor & Sherrill Friedman Family Fund Andy Fromm & Laurie Bomba Charitable Fund Bernie Fromm Donor Advised Fund Bill & Jackie Fromm Donor Advised Fund Jeff & Rhonda Fromm Donor Advised Fund Funders Council Fund Galblum Family Charitable Fund Sandy & Steven Geduldig Donor Advised Fund Cynthia F. & Joseph M. Gensheimer Fund Frances Gershon Freiden Klein Fund Paul N. & Elinor S. Gershon Fund Gershun-Goldman Family Tzedakah Fund Gerson 4G Donor Advised Fund David Gerson Family Donor Advised Fund James & Katharine Gerson Donor Advisory Fund Gilbert Family Fund Debra & Michael Gill Donor Advised Fund B. William & Cheryl Ginsberg Charitable Fund Gitomer - Weiner Donor Advised Fund Saul L. Gitomer Donor Advised Fund Glazer Donor Advisory Fund
Allison & Josh Glickman Donor Advised Fund Karen R. Glickstein & Donald J. Swartz Family Charitable Fund Miriam & Robert M. Glueck Philanthropic Fund Merrill B. Goldberg Donor Advised Fund Stanley L. & Geraldine Goldberg Family Fund Stanley & Carolyn Goldman Donor Advised Fund Jeff & Jessica Goldsmith Philanthropic Fund Michelle Goldsmith Philanthropic Fund Ronald & Susan Goldsmith Philanthropic Fund Edward J. Goldstein Donor Advised Fund Eugene & Elaine Goldstein Charitable Donor Fund Gina & Elly Goldstein Donor Advised Fund Goller Family Philanthropic Fund Barney Goodman Donor Advised Fund David R. Goodman Donor Advisory Fund Sophia Goodman Fund Todd S. Goodman Charitable Gift Fund Karen & Michael Gortenburg Donor Advised Fund Rudy & Phyllis Green Donor Advised Fund Jim & Sharon Greenwood Philanthropic Fund Drs. Sheldon Grossman & Sharon Prohaska Philanthropic Fund Ruth & Herbert Gruenebaum Donor Advised Fund Allen & Gail Gutovitz Charitable Fund Alana Muller & Marc Hammer Donor Advised Fund Richard & Reta Hans Fund Barnett C. Helzberg, Jr. Donor Advised Fund Bush & Jamie Helzberg Fund Charles M. Helzberg Philanthropic Fund Reesa & John Helzberg Donor Advisory Fund Shirley & Barnett Helzberg Jr. Donor Advisory Fund Drs. Steven & Janice Hendler Charitable Fund Heritage Donor Advised Fund
Gail & Harry Himmelstein Philanthropic Fund John W. Hoopes & Lauren Mattleman Hoopes Donor Advised Fund Herbert & Brita B. Horowitz Philanthropic Fund William & Lynn Intrater Donor Advised Fund John & Jennifer Isenberg Philanthropic Fund Tom & Ann Isenberg Donor Advisory Fund Vera Isenberg Donor Advised Fund The Family of Alan & Cyndie Jacobs Fund Anne & Michael Jacobs Donor Advisory Fund Sherri Jacobs Donor Advised Fund Deborah S. Jacobson Memorial Foundation Eddie Jacobson Memorial Fund Elliot & Ann Jacobson Fund Howard & Rosalyn Jacobson Grandchildren’s Fund John & Trudy Jacobson Foundation Fund Richard & Ali Jacobson Philanthropic Fund Rosalyn & Howard Jacobson Donor Advisory Fund
JAZ-MD Fund JELMP Charitable Fund J-LEAD Fund Norman B. & Sybil K. Kahn Special Fund Norman B. Kahn Visionary Fund Kaplan Family Foundation Abe & Catherine Kaplan Philanthropic Fund Harvey L. & Michele Kaplan Donor Advised Fund Helen & Sam Kaplan Memorial Fund Marian Kaplan Donor Advised Fund Phil & Ruth Kaplan Donor Advised Fund Karbank Family Fund Marcia S. Karbank & Joseph T. Smuckler Fund Octavio Karbank Foundation Steven Karbank Foundation Isaac & Minnie Katz Family Foundation Marlene & Stanley Katz Donor Advised Fund Tamar Katz Donor Advised Fund
The Kavanaugh Family
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 09
Blue indicates new funds for 2013
DONOR ADVISED FUNDS Andrew B. & Lynn Kaufman Philanthropic Fund Kurt & Stephanie Kavanaugh Donor Advised Fund Adam & Alison Kaye Donor Advised Fund James & Lisa Klein Philanthropic Fund Michael Klein Philanthropic Fund Koenigsberg Fund Stewart & Joy Koesten Foundation Amanda & Brad Koffman Charitable Fund Regina M. & William B. Kort Donor Advised Fund Stephen & Ellen Kort Family Fund Alan & Judy Kosloff Philanthropic Fund Irwin & Sylvia Kotelov Family Fund Kramer Family Fund Rachel Krantz Donor Advised Fund Krigel Family Charitable Fund Melvin E. & Sevi R. Krigel Endowment Fund Lefko Family Charitable Fund Sandy & Joel Leibsohn Donor Advised Fund
The Kaye Family
Gary & Jo Ellen Leifer Donor Advised Fund Dr. Harry B. & Ralph H. Levey Philanthropic Fund Adele B. Levi Donor Advised Fund Peter & Enid Levi Donor Advised Fund Bernard & Joan Levine Donor Advised Fund David & Nicole Levy Donor Advised Fund David N. & Lillian Lieberman Philanthropic Fund Floriene & George Lieberman Charitable Fund Eugene & Marjorie Lipsky Philanthropic Fund Frank Lipsman & Janet Mark Donor Advised Fund Beth & Michael Liss Donor Advised Fund Frank Loeffler & Phyllis Carozza Philanthropic Fund Josef Loeffler Donor Advised Fund Stanley Louis Family Fund Babs & Bill Lowenstein Donor Advisory Fund Reed Lowenstein & Melanie Hanan Philanthropic Fund Richard & Gail Lozoff Donor Advised Fund Linda B. Lyon Charitable Fund Lore & Mel Mallin Fund Aaron G. March Donor Advised Fund Jeffrey Marks & Carol Marks Donor Advised Fund Howard & Vicky Mayer Philanthropic Fund Brooke Tivol McGrath Legacy Fund Michael & Sharon Milens Philanthropic Fund Morgenstern Family Donor Advised Fund A. Martin & Corinne M. Morgenstern Family Charitable Fund Jules Moskowitz & Beti A. Weber Donor Advised Fund Nicole Abend Nenon Charitable Fund Lewis & Susan Nerman Philanthropic Fund Margaret & Jerome Nerman Philanthropic Fund
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Larry & Ronna Nussbaum Philanthropic Fund R. L. Onikul Foundation Steven & Karen Pack Family Fund Robert & Barbara Palan Donor Advised Fund David & Mindy Parmet Donor Advised Fund Roshann Parris & Jeff Dobbs Philanthropic Fund Jennifer & Steven Paul Family Donor Advised Fund Joel & Brenda Pelofsky Donor Advised Fund Larry & Ellen Polsky Philanthropic Fund Norman & Elaine Polsky Fund Carol & David Porter Donor Advised Fund Porter-Gill-Hill Foundation Harry Portman Philanthropic Fund Harold & Janet Price Family Fund Dr. Edward & Merry Prostic Philanthropic Fund Rainen Family Donor Advisory Fund Robinow Family Donor Advisory Fund Robinson Family Donor Advised Fund Irv Robinson Fund Jeannine Robinson Charitable Fund Edward S. Rose Family Fund Herman S. & Muriel R. Rose Philanthropic Fund Howard & Rosanne Rosen Donor Advised Fund Barbara Rosenberg Pinsker, Judy Shapiro, & Wendy Bandklayder Fund William & Kathi Rosenberg Donor Advised Fund Howard & Brenda Rosenthal Family Foundation Arlene & John Rubenstein Family Fund Arlen & Elaine Cohen Rubin Charitable Fund Dr. David & Julie Rudman Donor Advised Fund Gerean Rudnick Fund Eugene M. & Marjorie E. Sackin Fund Brian & Anne Scharf Donor Advised Fund
Daniel & Miriam Scharf Philanthropic Fund Jonathan Scharf & Meggan Ways Donor Advised Fund William & Fani Schifman Donor Advisory Fund Vivien & Daniel Schlozman Donor Advised Fund Schoenfeld Family Philanthropic Fund Michael & Cathy Schultz Philanthropic Fund Sam & Sonia Schultz Fund Alan & Tracy Shafton Family Fund Isadore & Charlotte Shafton Memorial Fund Arlene & Leo Shalinsky Donor Advised Fund Peter & Amy Shapiro Donor Advised Fund Shaw Family Foundation Scott Sher Donor Advised Fund The Shifra Philanthropic Fund Siegler Family Donor Advised Fund Signoff Fund Slabotsky Family Charitable Fund Susan & Neil Sloman Philanthropic Fund Myron N. & Elaine K. Slotsky Foundation Slutsky Family Donor Advised Fund Edward A. & Beth K. Smith Fund Sosland Foundation Fund Blanche & Neil Sosland Donor Advised Fund David & Rachel Sosland Philanthropic Fund Jeffrey & Mindy Sosland Philanthropic Fund Joshua & Jane Sosland Philanthropic Fund Stahl Family Fund Stein Family Fund Joshua & Sheryl Stein Donor Advised Fund Daniel & Ann Stern Fund Eugene & Gerre Strauss Philanthropic Fund Harry B. & Anna C. Strauss Philanthropic Fund Marvin Szneler Donor Advised Fund
Thalblum Family Tzedakah Fund Harold & Ruth Tivol Philanthropic Fund Earl J. & Leona K. Tranin Special Fund Truitt Family Donor Advised Fund Two Sams Foundation Paul Uhlman Jr. Donor Fund John Weil Uhlmann Family Fund Patricia Werthan Uhlmann Donor Advised Fund Hy & Bella Vile Legacy Fund Joel & Sue Vile Philanthropic Fund VSDR Fund Wacknov Family Donor Advised Fund Barbara & Jeff Weiner Donor Advised Fund
Lewis & Shirley White Donor Advised Fund Wilk Family Philanthropic Fund Mindy & Josh Wilson Donor Advised Fund Dr. Herbert & Phyllis Winer Philanthropic Fund Annie & Victor Wishna Donor Advised Fund Wolff Family Charitable Fund Toma & Andy Wolff Donor Advised Fund Michael & Pamela Zanders Donor Advised Fund Stan & Joyce Zeldin Philanthropic Fund Zoglin Family Fund (Mollie, Frank, Ron & Robert) Joseph & Julie Zwillenberg Family Fund
“Our Donor Advised Fund at the Jewish Community Foundation makes it easy to support the causes we care about.” — PAM AND BILL KANTER
319 DONOR ADVISED FUNDS $11,693,445 GRANTED IN 2013 2,729 GRANTS TO 700 DIFFERENT ORGANIZATIONS 51% / $5,911,703 3% / $346,939 39% / $4,634,176 7% / $800,627
Local Jewish National Jewish Local Non-Jewish National Non-Jewish
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 11
ASSETS DISTRIBUTED Each grant made and every dollar distributed changes lives and strengthens our community. Many organizations define themselves by dollars coming in, while we believe that dollars going out best represent the value of the Jewish Community Foundation. Though the vast majority of funds granted are from generous individuals, the JCF has several collective granting bodies which respond to community needs. Two of them are The Grants Committee of the Community Legacy Fund and J-LEAD. The Community Legacy Fund is comprised of contributions to the Foundation used for the purpose of enhancing and maintaining the quality of Jewish life locally, and responding to emergency needs in Jewish communities around the world.
$19,878,867 TOTAL ASSETS DISTRIBUTED TO CHARITY
3,533 GRANTS FROM 661 DONORS TO 767 ORGANIZATIONS
OF UNRESTRICTED ASSETS DISTRIBUTED TO CHARITY
J-LEAD is a giving circle dedicated to encouraging young Jewish adults to join together to make a substantive impact on the Jewish community. By pooling resources and collectively making grant decisions, J-LEAD members are able to achieve a greater good than any one member could do alone. Day of Discovery, a program funded by the Community Legacy Fund.
Community Legacy Fund Total Granted in 2013
“Thanks to the generosity and foresight of donors, there is over $7 million in the Community Legacy Fund. I wish everyone could serve on the Legacy Fund Grants Committee because it is inspiring to see how these dollars make such a difference to those in need. I’m privileged to work with others who are wonderful stewards of these community funds.” — LINDA LYON, GRANTS COMMITTEE CHAIR
J-LEAD Total Granted in 2013
“J-LEAD is a unique opportunity for members of the community to come together to maximize the impact of their charitable giving. After evaluating many worthwhile opportunities, we are excited to provide financial support to local organizations and programs that we believe will make a positive difference.” — BRIAN SCHARF, J-LEAD CHAIR
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J-LEAD families volunteering at the Mitzvah Garden, a project funded with their support.
Blue indicates new funds for 2013
PARTNERS The following organizations entrust JCF as the steward of their charitable resources.
B’nai B’rith B’nai B’rith Youth Organization Congregation Beth Shalom Congregation Beth Torah Congregation BIAV Congregation Ohev Sholom Hyman Brand Hebrew Academy Jewish Community Campus Jewish Community Center Jewish Community Relations Bureau/ AJC Jewish Family Services Jewish Federation Kehilath Israel Synagogue KU Hillel Midwest Center For Holocaust Education New Reform Temple Sheffield Cemetary Temple Beth Sholom, Topeka The Temple, Congregation B’nai Jehudah Village Shalom
Change the Truth fundholders Eddie Feinstein & Gloria Baker Feinstein with Ugandan orphans.
RESTRICTED FUNDS Restricted funds give donors and their families the opportunity to make contributions that reflect their unique charitable interest, honor loved ones or express their desire to leave a legacy to the community. These funds may be restricted for a particular project, organization or congregation.
Allen Abend Scholarship Fund Charles L. Abrams and Evelyn R. Abrams Philanthropic Fund Herbert Adler Endowment Fund for Village Shalom Allen & Janet Agron Summer Camp & Israel Experience Scholarship Anonymous Fund for Jewish Education Richard P. Atlas & Barbara M. Atlas Fund for Jewish Federation Harry & Ruth Baker Village Shalom Financial Assistance Fund Ruth S. and Harry Baker JCC Endowment Fund BBYO 75th Anniversary Endowment Fund BBYO Matzo Ball Fund Bert Berkley Advocate for Community Relations Fund JCRB/AJC Congregation Beth Shalom Mount Carmel Cemetery Fund Cong. Beth Shalom Mt. Carmel Cemetery Capital Improvements Fund Daniel L. Brenner Youth Leadership Award Fund BBYO - Daniel L. Brenner Leadership Training Fund Dr. Mark J. Brodkey PACE Fund Jacob and Frances O. Brown KU Hillel Endowment Fund Morten and Regina Brown Fund Esther F. & William J. Bushman Beth Shalom Endowment Fund Stanley J. Bushman Community Endowment Fund
Cavanaugh Fund For Eye Care Caviar Family Fund for Kehilath Israel Change the Truth Fund Donna Gould Cohen Lion of Judah Endowment Fund Howard E. and Debra L. Cohen Family Student Leadership Fund Joseph Cohen and Margaret Pollock Cohen Fund Cortes Fund for Congregation Beth Shalom Cortes Fund for Rice University Covenant Presbyterian Church PACE Fund for Pidyon Shvuyim Danciger Fund A - UMKC Judaic Studies Danciger Fund B DeLeve Family Memorial Fund Fred Devinki Jewish Educ. Scholarship Fund For Kehilath Israel Maria Devinki Lion of Judah Endowment Fund Dorothy and Allan Dorfman Fund Sherman W. Dreiseszun Campus Maintenance & Improvement Fund Louis Durbin Scholarship Fund Harry C. Feingold PACE Fund Avrum & Clara Feinstein Memorial Mazon Fund Milton W. Feld Endowment Fund Dan Fingersh Garden Fund Dan Fingersh Hebrew Academy Scholarship Fund
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 13
Blue indicates new funds for 2013
RESTRICTED FUNDS Dora Fox Lion of Judah Endowment Fund Bari Freiden Lion of Judah Endowment Fund Frank Friedberg Fund Anna and Isadore Friedman HBHA Scholarship Fund Harriett & Jacob Friedman HBHA Scholarship Fund Isadore and Anna Friedman HBHA Scholarship Fund Jacob Friedman Endowment Fund for Ohev Sholom Gear For Sports Scholarship Fund Frances Wang Gershon Lion of Judah Endowment Fund Phillip L. and Rita Gershon Philanthropic Fund Gloria Polsky Gershun Lion of Judah Endowment Fund Peter Gerson Educational Scholarship Fund Norman Glazer & Jean Burstein Glazer Fund for Jewish Cultural Arts Bernard & Esther Abend Glickstein Scholarship Fund Hoover and Ida Goffin Education Fund Solomon Goldberg Memorial Fund for Jewish Continuity Marsha & Jules Goldman Family Fund Goldsmith Family Enrichment Fund For The Hyman Brand Hebrew Academy Lucy & Sam Gould Charitable Fund for JCC Lucy & Sam Gould Charitable Fund for Kehilath Israel Sam & Lucy Gould Gesher Fund Sam & Lucy Gould Fund Jay Grant Memorial Fund Guckenheimer Family Fund Joseph Hartman Scholarship Fund JCRB/AJC Rabbi Alan Cohen Interfaith Clergy Institute Fund JDC Foundation Fund Jewish Art Fund
CONTINUED Jewish Loan Fund of the Jewish Federation Judaic Studies Fund Sherry Hyatt Kaplan Fund For Adult Jewish Learning Rose Karbank Lion of Judah Endowment Fund Emma Jaye Kershenbaum Fund Clarence & Margaret Kivett PACE Fund Margaret & Clarence Kivett Fund Seymour and Marsha Krinsky Fund For Kehilath Israel Herman Jay Levikow Endowment Fund Emelie Levin Emergency Fin. Assistance Endowment Fund Richard & Carol Levin Family Fund Floriene Lieberman LOJE Fund Myra Rosenberg Litman LOJE Fund Dorothy and Julius Loeffler HBHA Scholarship Fund Jenny and Alvin Loeffler HBHA Scholarship Fund Babe Mallin Lion of Judah Endowment Fund Jack Mandelbaum Fund Bernard A. Margolis Perpetual Memorial Fund Menorah Women’s Brodkin Scholarship Fund Menorah Women’s Foundation Fund Michael and Sharon Milens Restricted Fund Sam Nussbaum Z’’L Israel Scholarship Fund Amanda Hecht Palan Lion of Judah Endowment Pan-Cure Fund Jean and Allen Parelman PACE Barbara R. Pinsker, Judy Shapiro, & Wendy Bandklayder Endowment Maurice and Harriet Raffel Memorial Endowment Fund Doris and Max Rainen Memorial Fund for Hadassah KC Chapter
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Edward S. Rose Family/Village Shalom Birthday Party Endowment Edward S. Rose Family Early Childhood Education Center Fund H. Paul Rosenberg Jr. Special Fund Joseph H. & Sarah Rutlader Memorial Fund Saving History Jewish Archives Fund William & Fani Schifman Endowment For Kehilath Israel Sam M. Schultz Jewish Book Fair Fund Irena Sendler Scholarship Fund Avrom H. & Janet W. Siegel Educational Fund Slabotsky Family Theatre Operations Endowment Beth K. Smith Lion of Judah Endowment Fund Solsky Family Flower & Maintenance Fund Joseph Solsky Scholarship Fund E. David Soltz Israel Scholarship Fund Dr. Harry and Alice Statland Young Adult Endowment Dr. Harry & Alice Statland Village Shalom Assistance Fund Summer Experience Award Fund Sunday Night Fun Fund Temple B’nai Jehudah Babs Lowenstein Pre-school Scholarship Fund Ruth Krigel Tivol Endowment Fund Together We Remember Scholarship Fund Sally & Donald Tranin PACE Fund Patricia Werthan Uhlmann Lion of Judah Endowment Fund V.S. - Financial Assistance Fund Western Extralite Company Scholarship Fund White Theatre Grantor Fund Bob & Marcia Wolff Endowment for Cong. Beth Torah Sam Yagan Family Fund
100% OF PEOPLE CAN MAKE AN IMPACT THROUGH JCF JCF is proud to partner with families and individuals of all ages to maximize the impact on the causes our donors care about most. The following are just a few examples of the multitude of programs that, with our donors’ help, improve the lives of so many in our community. The Jay Grant Memorial Fund was created by former JCC Aquatic Director, Mary Wilbern O’Neal and her husband Mike in memory of her son Jay. The fund provides subsidies for children with special needs or circumstances who would benefit from therapeutic swimming lessons. The Fund has provided swim lessons for 15 qualifying children. “Jay always donated time to special needs children and their families,” says Mary. Jewish Employment Services was created as a joint venture by the Jewish Federation, Jewish Family Services and Jewish Vocational Services. The program provides clients with job coaching, interview training, and skill building. Since its inception, 295 clients have found jobs, with 62 of these clients finding employment in 2013. “The Lowenstein Family Supporting Foundation was an initial funder of Jewish Employment Services and is proud to continue supporting this successful venture,” says Lon Lowenstein, supporting foundation president. “We appreciate the structure that JCF provides in helping us to underwrite programs like these.”
The Jewish Family Services Food Pantry provides those in need with food, cleaning products, paper goods, personal hygiene and baby care items. In 2013 the Food Pantry distributed 87,807 pounds of food to 1,038 individuals. More than 44% of the families served were Jewish and of the Jewish families served, 23% kept kosher homes. Participants in the JCF’s B’nai Tzedek youth philanthropy program (see page 16) donated $2,543 to the food pantry in 2013. “The food pantry is important to me because I like knowing that I am making a difference in our community and fighting hunger,” says B’nai Tzedek Youth Council member Lindsey Paul. KC Kollel’s Ahoovim Program serves the community’s adults with special needs. Now in its fifth year, Ahoovim offers monthly events to engage and educate this very special population. Along with individual donors, the Foundation’s Community Legacy Fund, Flo Harris Foundation, Hy and Bella Vile Legacy Fund and J-LEAD helped underwrite Ahoovim in 2013. “This program has given a warm sense of Jewish belonging and identity to our community’s most wonderful demographic,” says Kollel rabbi Binyomin Davis. 18 participants were served in 2013.
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 15
Blue indicates new funds for 2013
B’NAI TZEDEK FUNDS Using a portion of their Bar/Bat Mitzvah gifts (a minimum of $125 which is matched by $375 from the Foundation), teens establish individual B’nai Tzedek Funds from which they may recommend grants of up to 10% of their fund balance anually to Jewish organizations, locally or in Israel.
Amy Abrams Gabrielle Abrams Moriah Abrams Sam Abrams Rebecca Jacks Achtenberg Robert Aeder Benjamin Allen Molly Oberstein Allen David Fine Alpert Isaac Alpert Solomon Alpert Doug Altman Jessica Altman Joshua Altman Scott Morgan Altman Benjamin Antes Jeffrey Appelbaum Helen Arnold Darby Asner Nathan Isaac Atherton Andrew Azorsky Hannah Azorsky Joshua Azorsky Rose Azorsky Brooke Badzin
Austin Baker Gabrielle Baker Lauren Baraban Mollie Allison Barouh Rachel Bayer Haley Becker Jacob Bell Jillian Benson Jake Beren Rachel Beren Katherine Berenbom Sarah Berkowitz Ben Bernard Daniel Bernard Rachel Brittany Bernard Shira Bernard Aaron Bigus Alexander Bigus Elizabeth Bigus Emily Binshtok Dorianna Blitt Alexander Block Jacob Block Zachary A. Block Ariel Bodker
Ellie Bodker Ilana S. Bodker Jessica Bodker Mallory J. Bodker Michael Bodker Jared Boehm Emory Russell Bohs Caitlin Bold Kylie Bold Piper Bold Hannah Bolter Rachel Beth Bolter Brett Bond Allison Boresow Nathan Boresow Hannah Bortnick Lyndse Bortnick Ashur Bratt David Brockman Eden Brockman Charles Bronstein Morrie Bronstein Brianna P. Brown Ariel Brudoley Jonathan Bush
Rebecca Bush Gabi Cabell Natalie Cabell Alora Cain Samantha Campbell Louis Schlezinger “Chip” Cantor Rachel Cantor Oscar Chase Mollie Chesis Jonah Chilton Haidee Clauer Justin Cohen
Michael E. Cohen Tessa Cohen Jeff Cole Benjamin Conley Jason Conley Brandon Cosner Justin Cosner Jacob Courtney Carly Cubbage Clay Cubbage Jaquelyne Cutler Marla Daniels Jonas Davidow Hannah Dolginoff Jonathan G. Edelman Katja Edelman Emma Eisemann Josh Eisemann
Noah Eisemann Hersh Ellis Jonah Elyachar Sarah R. Elyachar Daniel Eveloff Emily Eveloff Hannah Feldman Katie Fine Timothy Fine Marla Fisherowitz Harry Flamini Danny Flappan Abby Flekier Jacob Flekier Max Fogel Eli S. Fried Gabrielle Fried Joshua Fried
The 2013-2014 B’nai Tzedek Youth Council, a group of high school students who plan
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B’nai Tzedek activities and recruit new members.
Maggie Fried Bradley Friedman Melissa Friedman Rachelle Friedman Abby Fromm Laura Fromm Scott Fromm Drew Gaddie Ari Gaffen Suzanne Galblum Nina Gale Robert Garon Michael Geduldig Jennifer Geller Jonathan Geller Josh Geller Juliana Gensheimer Alex Gershon Brooke Gershon Jacob Gerson Levi Gerson Seth Gilgus Lindsay Gill Emma R. Girson Joshua Lee Girson Jessica Rachael Glueck Katie Glueck Daniel Goldberg Elana Goldberg Steven Goldberg Elana Goldenberg Kayla Goldenberg Matthew Golden
Jonah Golder Alexandra Goldman Sarah Goldman Bailey Goldstein Joshua A. Goldstein Kyle Goldstein Morgan Goldstein Rachel Erin Goldstein Sydney Goldstein Imrie Goller Sarah E. Gorn Hannah Gortenberg Isaac Gortenburg Naomi Grant Avery Lynn Gray Spencer S. Green David Gressgott Jaclyn Andrea Haith Joshua Haith Brianna Hakan Daniel Hakan Hannah Reuben Hallock Carolyn Hamburg Daniel Hamburg Shayna Hamburg Shandra Haner Benjamin Haney Mackenzie Haun Alison Kempf Haxton David Helfand Margo Hellman Sarah Hellman James H. Helzberg
Matthew Hendler Sadye Hendler Asher Herbet Joshua Herbet Alexa Herman Maggie Herman Sarah Herman Seth Hermanson John I Hjalmarson David Holzman Alexandra E. Hoopes Nathaniel Hoopes Shaye Horwitz Katie Intrater Lauren Intrater Adam Isenberg Allison Isenberg Gregory Brett Jacobs Joseph Jacobson Clare Jordan Leah Jordan Kara Kahn Mark Kanter Alex Kaplan Emily Kaplan Eric Kaplan Rachel Kaplan Anna Kaseff Ethan Kaseff Joshua Kaseff Lainie Kaseff Rachel A. Kaseff Zachary Kaseff
Ashley Katz Tamar Y. Katz Adam M.Katzenberg Molly Kavanaugh Rose Kenneally Anna Kershenbaum Andrew Isaac Kershenbaum Katie Kershenbaum Jordan Kivett Elle Kolkin Elliot Kort Caleb Krakow Ethan Krop Sophie Krop Jessica Kruger Melanie Kulick Samuel Kulikov Jordan Kuluva Emily Lawless Michael Lebovitz Jeff Lefko Jonny Lefko Lissa Leibson Adam Levin Ben Levin Blaine Levin Elizabeth Levin Jarret Levin Adam Levine Elliot Levine Samantha Levine Demi Levitch
Mya Levitch Anna Rachel Levitt Ellie Levitt Jenny Levitt Lily Jewel Lieberman Danielle Lipsman Jacob Lipsman Jacob Logan Paige Lowenstein Sari Lowenstein Melissa Mallin Zachary Mallin Kate Mandel Aron Mandelbaum Sarah Mann Micah Margolies Madeline E. Mayer Samuel Mendel Adam Mendelsohn Emily Mendelsohn Jessica Ellen Mielke Jacob Milgrim Ethan C. Miller Henry Miller Ariel Mittleman Bradley Mittleman Briana Mittleman Emily Mora Avi Morgenstern Alex Moskowitz David Moskowitz Jordan Myer Jake Myron
Kellen Naster Paris Naster William Nemitoff Sam Oellien Allie Oltsik Mark Osman Gracie Pack Alyxandra Paisner Danielle Parelman Sam Passer Julia Paul Lindsey Paul Michael Paul Ross Payne Alissa K. Pollack Jordan Pollack Stephanie Pollack Zac Pollack Joe Porter Sophia Porter Michael Portnoy Thomas Poskin Piper Rainen Sarah Elizabeth Rawitch Jack Reeves Sam Reeves Ben Reisler Gordon Reiz Emma Marie Reynolds Daniel Richey Abbie Rieber Ellie Rieber Daniel M. Rindner
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 17
Blue indicates new funds for 2013
B’NAI TZEDEK FUNDS Luc Robinett Aaron Shuel Robinow Hannah Robinow Joseph Robinow Rachel Rosenberg Carly Rosenstock Jesse B. Rosenstock Harrison M. Rosenthal Naftali Rosenthal Jeffrey Rubel Michael Rubel Lauren Ruben Sarah Rubin Sagi Rudnick Daniel S. Sader Adam Samazin Alexandra Samazin Grant Sander Jennifer Sander Spencer Schanzer Dakota Schee Sarah Schlosberg Richie Schlozman Jessica Schneider Michael Schonwetter Gavri Schreiber Maya Schreiber Joseph J. Schumaker
Eliana Schuster Alexander Schwartz Zachary Shaiken Emma Shapiro Sophie Shapiro Adam Shemitz Sabina E. Shifrin David Shopmaker Joseph Craig Shopmaker Benjamin N. Siegel Paulina Siegel Alex Simon Benjamin Simon Eliana Simon Jared J. Singer Jenna Gabrielle Singer Megan Singer Noah Skolnick Noah Slabotsky Reuben Smith-Vaughan Ethan Smuckler Ian Sneid Alexander Sokol Amanda Sokol Felicia Sokol Scott Soltz Lindsay Somberg Zach Somberg
David Sommi Pearl Sonnenschein Avi Sonnenschein Gabriella Sonnenschein Morgan Sonnenschein Leah Rose Sosland Max Sosland Sam Sosland Trent Sterneck Jonah Stiel Micah Stiel Natalie Paige Strauss Sydney Strauss Aaron Louis Swartz Harrison Swartzman Miriam Swartz Jeremy Terman Michael Terman Jacob Tivol Hannah Towle Alex Tranin Emily Tranin Andrew Trenton Emily S.Trenton David Trout James P. Uhlman Allison Ullman Tiana Alayna Valdespino
Elizabeth von Ende Jennifer von Ende Matthew von Ende Samantha Grace von Ende Kaley Wajcman Asher Jacob Weinbaum Kendra Weinstein Brittany Welch Benjamin White Chloe White Jordan White
Melissa Krystel Whittemore Ben Wilinsky Kyle Jacob Winston Hayley Wizig Marissa Wizig Ari Wolf Lauren Wolfe Michael Wolfe Jessica Wolff Anna Wolock
Elizabeth Wolock Matthew Woolf Jared Wright Owen Wright Trevor Wright Federico Zepeda Ricardo Zepeda Jake Zevitz Brandon Zipper
Engaging Teens The B’nai Tzedek program encourages Bar and Bat Mitzvah students to become involved in tzedakah by establishing a fund for Jewish charitable giving. Opening a B’nai Tzedek fund gives teens a chance to play a part in improving their community and the world. At the annual B’nai Tzedek Shuk, teens meet representatives from community organizations and learn about how their charitable contribution can make a difference. In 2013, B’nai Tzedek fundholders granted a total of $20,130. More than $156,000 has been granted since the program’s inception in 2001.
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CREATE A JEWISH LEGACY Create a Jewish Legacy is JCF’s effort to continue the momentum begun with the Bushman Community Endowment (BCE) program. BCE, launched in 2007, was established as a way to help local Jewish agencies and congregations learn ways to better cultivate planned giving, thus allowing them to build their permanent endowments and keep their vital programs flourishing. “As a result of our partnership with the Foundation through the BCE program, we have seen an increase in the number of donors who are creating long-term plans to support Hyman Brand Hebrew Academy…ensuring future generations will continue to benefit from our ongoing commitment to academic excellence and Jewish values.” — HOWARD M. HAAS, HEAD OF SCHOOL,
Jewish agencies/synagogues have received planned gift commitments through the BCE program
new signers to the Endowment Book of Life at our Annual Meeting on December 4, 2013
The Endowment Book of Life honors those who have made arrangements for a permanent endowment of $10,000 or more to a local Jewish organization or synagogue. The book, which is inscribed with each donor’s photo and personal story of commitment and motivation, is on display at the Jewish Community Campus as well as online at www.jcfkc.org.
number you call to learn about Creating a Jewish Legacy
HYMAN BRAND HEBREW ACADEMY
$36 MILLION 392
estimated current gifts and future commitments
donors have participated in the Create a Jewish Legacy/BCE program by making a commitment to the permanent endowment of an organization of their choice
“Our parents loved their community and were very committed to it, having survived the Holocaust and finding a welcoming home in Kansas City. It is with much pride that we have created this Jewish legacy in their honor. Our commitment to the Midwest Center for Holocaust Education will help secure that stories and lessons about the Holocaust be taught to future generations.” – EVY AND LOWELL TILZER
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 19
PL ANNED GIFTS The following individuals and families are Creating a Jewish Legacy by making arrangements to ensure the longstanding vibrancy of programs and services in our Jewish community. Gray indicates future commitments made to the permanent endowments of local agencies and synagogues through the Bushman Community Endowment Program established in 2007.
Anonymous (55) Lauren Aaronson Renana & Michael Abrams Alice & David Achtenberg Frank Adler Herb Adler* Jeanne & Dan Adler Cathy & Jeff Alpert Gail & James Appelbaum Audrey Asher & Michael Lerner Barbara & Richard Atlas Diane & Steve Azorsky Family Dierdre & Ronald Baker Christa Balanoff Carol & Thomas Barnett Sarah Z. Beren Merilyn & Loren Berenbom Phyliss Bernstein Irene Bettinger Mary & Arnold Birnbaum Leon Bloch Jr.* Cindy & Fred Bodker Harvey S. Bodker Elizabeth & Jack* Bohm
Karen & Jerry Borowick Matthew Bowman Cathy Boyer-Shesol Aaron Braeman Aaron Braeman Family Laura Breitberg Neil W. Breslow Stevi & Jeffrey Brick Carol Brooks Frances O. Brown* PeeDee & Phillip Brown Bonnie & Herbert Buchbinder Stanley J. Bushman Craig Caplan Robin & William Carr Carol & Arnold Caviar Kevin Chick Debra & Howard Cohen Gloria & Steven Cohen Linda & Alan L. Cohen Lisa Cohen Mary Davidson Cohen Donna Gould Cohen Nancy Sher Cohen & Robert Cohen
Barbara L.* & Sanford L. Cohn Logan, Zachary, Michelle & Eric Cole Denise & Ron Coppaken Debby & Gary Cortes Rita Cortes Robert S. Cutler Darke Family Sheryl & Ron Davidow Gregg Davidson Lorelei Dean & Chuck Gilbert Lanie & Jim Decker Kathy & Bob DeWitt Jasmine Dey Irene & Sherman* Dreiseszun Maureen Durwood Doris* & William Edelman Sandy* & Martin L. Eisenman Cara & Andrew Ernstein Meredith Farnan Ann & Isak Federman Diane & Arthur Federman
David Feingold Eddie Feinstein Nicole & Jack Feldman Pella & Jack Fingersh Susan Fisher Herb Fishman & Family Beatrice & Steve Fine Doris & Paul Flam* Sandi & Ed Fried Elaine & David Friedman Kristen & Dan Fromm Elinor & Paul N. Gershon Martha Gershun & Don Goldman Karen & Jeff Gerson Patty & Mark Gilgus Henri & David Goettel Geraldine & Stanley* Goldberg Lila Goldman Goldsmith Family Susan & Ronald Goldsmith Carol & Marvin Goldstein Margaret & Larry Goldstein Debra & Stu Goldstein Edward Goldstein
20 | THE JEWISH COMMUNIT Y FOUNDATION OF GREATER KANSAS CIT Y | JCFKC.ORG
David R. Goodman SFF LLC/Michael Gortenberg Shirley Gottstein Gould Family Sam Gould Susie & Bob Greenberg Sharon & Jim* Greenwood Greif Family Howard Haas Hortense & Joe* Haith Rickie & Edward Haith Natalie & Hanan Hammer Samantha Hammontree Judy & G. Richard Hastings Barbara & Scott Hecht Judy & Lloyd S. Hellman Charles M. Helzberg Jamie & Bush Helzberg Shirley B. & Barnett C. Helzberg, Jr. Karen Herman Betty & Lenny Hershman Gail Himmelstein Louise C. Hipsch
Lauren & John Hoopes Lynn Hoover Ann & Tom Isenberg Jennifer & John Isenberg Sandie & Larry Jabenis Sherri Jacobs Rosalyn & Howard T Jacobson Trudy & John Jacobson Don Kahan Gina Kaiser & David Gale Florence Kaplan Marian Kaplan Sheryl & Andrew S. Kaplan Rose & Barney Karbank* Family Marcia Karbank David Kaseff Harold Kaseff Miriam & Eric Kaseff Dan Kass Donna & Ward Katz Linda & Barry Katz Marlene & Stan Katz Lynn & Dr. Andrew Kaufman
Stephanie & Kurt Kavanaugh Irvin Kawarsky* Andrea Kempf Suzanne & Gordon Kingsley Betty & Richard Klein Michael L. Klein Joy & Stewart Koesten Amanda & Brad Koffman Phyllis & Ron Kogan Nancy C. & Herbert M. Kohn Regina & William Kort Robert A. Kort Judy & Alan Kosloff Marlene Krakow Polly Kramer Rachel B. Krantz Nicole Krein & Gerald D. Lyons Gayle Krigel Marsha & Seymour Krinsky Millie Kritzler Fannie & Morris Lerner* and Meyer Lerner Paul Lerner Linda & Larry Lessner Beverly & Joel Levine Nicole & David Levy Edna Levy & Jacob Schreiber
Nita R. Levy Kim & Jay Lewis Floriene & George* Lieberman Lillian & Norbert Lipschuetz Dorothy & Julius Loeffler* Karen Loggia & David Spizman Cathy* & Lon Lowenstein Gail & Richard Lozoff Jill & Robert Magoon Jill & Jim Maidhof Lore* & Mel Mallin Jack Mandelbaum Manko Goodman Family Aaron March Janet Mark & Frank Lipsman Vicky & Howard Mayer Michael McCune Doris & William E. Mendel Rowena* & Cyril A. Milens Ellen Miller Jim Mueth Alana Muller & Marc Hammer Jenny Neill & Howard Barewin Susan Seidler Nerman & Lewis Nerman Jodi & Michael Novicoff Susan & Steve Osman
We remember with sadness the members of our Foundation family whom we lost in 2013. We were indeed blessed by their love of community and generous spirit.
The Hammer/Muller Family at the Foundation’s Book of Life signing ceremony.
Karen & Steven Pack Amanda Hecht Palan Jean & Allen Parelman Edis & Sid* Parkans Jennifer & Steven Paul Shirley Pener Joseph Pfefer Rita & Larry Poisner Elaine Polsky Carol A. Porter Betty Price Betsy & Scott Redler Diane Robinson Irving R. Robinson Ellen & Edward S. Rose Rosanne & Howard Rosen George J. Rosenberg Gerald Rosenblum Julie & David Rudman
Gerean Rudnick Jessica Rudnick-Kaseff & Barry Kaseff Rhea Salasche Miriam & Daniel L. Scharf Fani & William M. Schifman Vivien & Dan Schlozman Janice Schonwetter Cathy & Michael A. Schultz Neal Schuster Janet & Andrew Schwartz Amy & Peter Shapiro Ruth & Nathan* Shechter Family Stephanie Shuchart Cindy & Sheldon Singer Scott Slabotsky Elaine K. & Myron N. Slotsky
Herbert Adler Frances Brown Paul Flam Jim Greenwood Rose Karbank Richard M. Levin
Kelly & Dan Somberg Charles Sosland L. Joshua Sosland Debbie Sosland-Edelman & Alan Edelman Ann B. Stern Lorraine Stiffelman Jennifer & John Stolte Kay & Ira Stolzer Bonnie & Mickey Swade Marvin S. Szneler Donna & Harvey Thalblum Ruthie & Harold Tivol Liz Uhlmann Patricia Werthan Uhlmann Sue & Joel Vile Myron Wang
Dorothy Loeffler Cathy Lowenstein Sylvia G. Merkadeau Rowena Milens Leo Shalinsky
Janice & Alan Wasserman Gail & Gary Weinberg Felicia & Seymour Weiner Civia & Scott White Shirley White Ellen & Jerry Wolf Susan Zale Joyce & Stanford A. Zeldin Julie & Joseph Zwillenberg *of blessed memory
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 21
LIFETIME ENDOWMENT GIFTS Since the commencement of the Bushman Community Endowment program in 2007, the following donors have made cash contributions to the permanent endowments of their favorite organizations. Their generosity is helping to build resources today for the on-going and future needs of our community.
Janet & Allen Agron Brenda Althouse & Paul Fingersh Meredith & Jon Angrist Gloria & Michael Azorsky Dierdre & Ronald Baker Albert Bamberger Brooks H. Bauer Ann & Kenny Baum Susan & Victor Bergman Estelle Berman Lisa & Jerry Bernard Irene Bettinger Gloria & Allen J.* Block Betty Brand Marla Brockman & John Goldberg Helen & Martin* Brown Stanley J. Bushman Phyllis Carozza & Frank Loeffler Carol & Arnold Caviar Mary Davidson Cohen & Barton P.* Cohen Donna Gould Cohen
Barbara L.* & Sanford L. Cohn Cumunow Foundation Robert S. Cutler Sheryl & Ron Davidow Devinki Family Ida Devinki-Kolkin & Craig Kolkin Irene Dreiseszun Selma Dreiseszun Dreiseszun Family Elinor & Gus Eisemann Jessica & Michael Ellis Jackee & Bobby Epsten Mr. & Mrs. Robert Feldman JoAnn Field Pella & Jack N. Fingersh Beverly* & Herbert Fishman Albert Gerecht Frances Wang Gershon* Family Cheryl & B. William Ginsberg Susan & Ronald Goldsmith
Margaret & Larry Goldstein Gorlin Family Foundation Karen & Michael Gortenburg Arvin Gottlieb Charitable Fund/Barton J. Cohen Joel D. Greenberg Megan & Michael Grossman Howard Haas Randi & Larry Haith Gail Halvorsen & Bill Wien Flo Harris Foundation Jamie & Bush Helzerg Lynn & Bill Intrater Cory & Daniel Jacobs Judy & David Jacobs Trudy & John Jacobson David Kaplan Michele & Harvey Kaplan Marcia Karbank & Joseph Smuckler Rose & Barney Karbank* Family Miriam & Eric Kaseff
Carla & Tibereus Klausner Michael L. Klein Erlene & Sanford Krigel Marsha & Seymour Krinsky Paul Lerner Richard M. Levin* Molly & Tom* Levitt Sharon & Jerry Lindenbaum Myra & Malcolm Litman Lowenstein Brothers Foundation Lore* & Mel Mallin Barbara & Herbert Mandl Esther Markus & Weber Ingersoll Mary Kay McPhee & William Pfeiffer MLF/JHF Collaborative Committee Morgan Family Foundation Linda & Skip Nottberg Ronna & Larry Nussbaum
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Donna Oberstein & Ace Allen Marvin Orlovick Sheila & Lawrence Pakula Barbara & Bob Palan Jennifer & Steven Paul Elaine & Norman* Polsky Carol & David Porter Karen & Ed Porter Mary Jo & Barry Price Jessica & Adam Rich Ellen & Edward S. Rose Fern & John Rosenberg Susan & Ernie Rosenthal Arlene & John Rubenstein Esther & Cy Rudnick Gerean Rudnick Jessica Rudnick-Kaseff & Barry Kaseff Bobbie & Paul* Russel Rhea Salasche & Harold Kaseff Amy & Peter Shapiro Scott I. Sher Judy & Steve Sherry Bonnie & Matthew Siegel Lynette & Norman Siegel Merna & Sylvan* Siegler Patricia & Daniel Slosburg
Beth K. Smith Sosland Family Estelle & Morton Sosland Jane & L. Joshua Sosland Vivian & Hymie Sosland Charitable Trust Evelina & Steven Swartzman Tension Envelope Foundation/ Mayor Richard Berkley Evelyn & Lowell Tilzer Patricia Werthan Uhlmann Paul Uhlmann, Jr. Sue & Joel Vile Shirley White Wilk Family Philanthropic Fund Susie & Donald Wilson Jill Zeldin Laura Ziegler & Gard Davis Julie & Joseph Zwillenberg *of blessed memory
STATEMENT OF FINANCIAL POSITION AS OF DECEMBER 31, 2013
TOTAL ASSET HISTORY
Notes Receivable Investments Cash Surrender Value of Life Insurance & Other Assets TOTAL ASSETS
$6,644,543 199,188 1,137,912 176,247,242 1,002,699
71.4 75.0 78.8 72.3 81.2 82.8 92.5 101.3 106.5 93.9 108.4 116.2 116.5
Cash and Equivalents
Grants and Other Payables
Liability Under Unitrust and Gift Annuity Agreements
NET ASSETS Unrestricted Donor Advised Funds Legacy
Charitable Remainder Trusts/ Gift Annuities
Temporarily Restricted Agencies Other
TOTAL NET ASSETS
TOTAL LIABILITIES AND NET ASSETS
‘98 ‘99 ‘00 ‘01 ‘02 ‘03 ‘04 ‘05 ‘06 ‘07 ‘08 ‘09 ‘10 ‘11 ‘12 ‘13
“The JCF Trustees and Investment Committee have always taken a prudent and long-term view of the investment of our donors’ funds and the community has been rewarded with solid results as our growth in assets to nearly $200 million demonstrates.” — MICHAEL A. SCHULTZ, PAST PRESIDENT & INVESTMENT COMMITTEE CHAIR
2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 23
JEWISH HERITAGE FOUNDATION The mission of the Jewish Heritage Foundation is to promote health and general well-being in the Kansas City metropolitan area, with a priority to serve the Jewish community.
Village Shalom Exercise
The Jewish Heritage Foundation was created in 1994 as a private foundation to serve as a steward of the $29 million that resulted from the sale of Menorah Medical Center to Health Midwest. It remains deeply committed to Menorah’s tradition of healing and compassionate service.
KU Hillel Rock Chalk Shabbat
In January of 2013, the Jewish Heritage Foundation formally became a Supporting Organization of the Jewish Community Foundation while maintaining its separate and distinct Board of Directors. The move to become a Supporting Organization was a natural outgrowth of the Jewish Heritage Foundation’s firm belief that collaboration is absolutely essential for the survival and effectiveness of nonprofit agencies. The elements that shaped Menorah Medical Center and helped it thrive – passion for excellence, reverence for learning, commitment to justice and nondiscrimination, and dedication to charity and acts of loving kindness – live on through the mission of the Jewish Heritage Foundation. Program and core grants are made in three primary areas: • Kansas City Jewish agencies • General community emergency assistance • Senior services in the general community
Jewish Community Center Heritage Center Art Show
Impact Beyond Numbers • Beginning with $29 million in 1994, the Jewish Heritage Foundation has fulfilled its stated mission by distributing almost $39 million to Kansas City area nonprofits, with the majority of the funds allocated for Jewish agencies and programs. • Through the grant making process, Jewish Heritage Foundation has served over 400 Kansas City agencies. • The Jewish Heritage Foundation fund balance at the end of 2013 was $38 million.
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2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 25
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