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COMFORT IN COMMUNITY GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY

2009


The Mission of the Greater Miami Jewish Federation is to mobilize human and financial resources to care for those in need, strengthen Jewish life and advance the unity, values and shared purpose of the Jewish people in Miami, in Israel and around the world.

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GREATER MIAMI JEWISH FEDERATION

A MESSAGE TO THE COMMUNITY there is comfort and strength in community. Comfort and strength. These two simple words are at the heart of the work of the Greater Miami Jewish Federation. We bring comfort to those in need. We draw strength from one another. In a year when we have seen so many people in our community hurt by the devastating impact of the economy, it is comforting to know that we are able to offer a measure of hope and help. Federation had to balance providing for the unexpected needs of families and individuals against a backdrop of declining revenues and rising costs. People who were once donors found themselves on the receiving end of services for the first time. In addition, many of the agencies we fund that are on the front lines providing assistance have faced government cutbacks and increased demand for services and scholarships. What is amazing is that, despite these challenging circumstances, our community came together and found strength in each other, truly distinguishing the work of the Federation this year. Looking back, we have witnessed this repeatedly as community leaders, many of whom were facing their own challenges, reached even deeper to create a special fund to help the most vulnerable. The Challenge Fund for the Vulnerable made available nearly $1 million in additional allocable dollars over and above the proceeds of the 2009 Annual Campaign. And while we did see a financial decline in our 2009 Campaign (see page 10), the number of donors to the Federation increased. It is clear that the Federation’s work in our community became more apparent for so many people. In addition, our donors’ deep dedication to the Federation Mission provided enormous strength and continues to speak volumes about their perseverance and commitment to community. As an institution, we are entrusted to honor our donors’ desires, and we take that responsibility very seriously. For decades, many in our Jewish community have had the confidence to create permanent legacies to The Foundation of the Greater Miami Jewish Federation, helping to secure our future. Under normal circumstances, these funds are reserved for specific purposes and not used for allocations or annual needs, but these are extraordinary times. Our Board decided to minimize the impact of the Campaign shortfall to our local and overseas agencies by approving a special grant from The Foundation that would enable us to remain steadfast to our commitment to help Jews in Miami, in Israel and around the world.

In our Jewish community where 1 in 8 people receives some form of financial assistance from the Federation through our local partner agencies, allocations have real-life implications for those who depend on us.

In our Jewish community, where 1 in 8 people receives some form of financial assistance from the Federation through our local partner agencies, allocations have real-life implications for those who depend on us. While we are constantly searching for innovative ways to raise sufficient funds, assist more people now, and transform and impact the future of the Jewish people, we are doing so today with a significantly reduced staff and operating budget. In order to sustain our partner agencies and maintain the lifeline of support that is critical at the moment, Federation reduced its administrative budget by 15 percent and underwent a 20 percent reduction in workforce this year.

For more than seven decades, Miami’s Jewish community has entrusted the Federation with caring for those in need, strengthening Jewish life and advancing the unity, values and shared purpose of the Jewish people. We have done so with respect for the work we do and with a sense of responsibility to be transparent about the issues and circumstances that we face as a communal enterprise. While this past year has brought some distressing reports for everyone, we are hopeful that we will see better days ahead for our community and our country. In challenging times and always, we hope you find comfort and strength in knowing that the Federation system is resilient and continues to work effectively and efficiently on your behalf because of the abiding generosity and enduring commitment of you, our most valued stakeholder. Sincerely,

William Lehman Chair of the Board

Jacob Solomon President and Chief Executive Officer

GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY

2009

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HOW DOES A COMMUNITY PROVIDE COMFORT IN A TIME OF DEEP FINANCIAL CRISIS?

Today, 1 in 8 people in Miami’s Jewish community receives some form of financial assistance from the Greater Miami Jewish Federation and local partner agencies.

The Greater Miami Jewish Federation funds a network of 45 agencies in Miami that provide vital programs to individuals and families 365 days a year. Whether someone requires food, employment assistance, crisis counseling, transportation to medical appointments, day care or some other essential service, Federation’s partner agencies are there to care for the needs of our community. Many of the services provided by our Jewish community have been stretched to capacity due to the increased demand for assistance as a result of a down economy. In addition to traditional assistance programs, challenging times have brought about a dramatic increase in requests for emergency financial aid, assistance with medical and dental care, help for those who are facing foreclosure on their homes, and aid for those who have exhausted their savings and retirement plans due to a loss of employment and benefits. Sadly, this past year found many families who were once on the giving end of support for our community requesting aid from the programs and services they previously helped sustain. The support of Federation-funded agencies for decades in our community has secured a safety net for ordinary times and extraordinary times like these.

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Federation agencies are providing comfort and hope to people in our community with:

• 7,200 mental health and family counseling sessions for 847 families struggling with emotional issues and stress borne of the economic crisis and other factors. • Assistance with securing Medicaid coverage, food stamps and other forms of support for 325 individuals, many facing new challenges as a result of the economy. • School scholarships for 2,700 children, lowering the financial hurdle for parents to send their children to a Jewish Day School. • $175,000 in one-time emergency financial grants to help families pay their mortgages, rent and/or utility bills and stay in their homes. • Food baskets, JCS Kosher Food Bank visits and supermarket gift cards for nearly 2,300 individuals and families unable to afford groceries. • $600,000 in JCC afterschool, daycare and day camp scholarships for children, enabling parents to provide a safe and nurturing environment while they are at work. • 78,000 hot kosher lunches at six congregate meal sites, feeding 800 frail seniors who have few resources to pay for food, have difficulty cooking and face social isolation.


HOW DOES A COMMUNITY STRENGTHEN JEWISH IDENTITY, UPHOLD SACRED VALUES AND SECURE THE FUTURE?

This is how Federation agencies are working to secure a strong Jewish future:

• 4,000 children are currently enrolled in 14 Federation-supported Jewish Day Schools in Miami-Dade County, ranging from early childhood to 12th grade. • 1,200 students participate in 10 synagogue school supplemental programs, enhancing their understanding and appreciation of our rich Jewish heritage.

During challenging times, it is important to be increasingly vigilant about our Jewish responsibility to future generations. There are always tough choices a community must make regarding funding. As Jews, we understand that while we care for today’s pressing needs, a secure and strong Jewish future rests on our ability to transmit our values and traditions to the next generation. Jewish identity-building programs and education are the best insurance we have today to ensure that tomorrow’s leaders will have a breadth of knowledge and understanding steeped in our core values of social justice, peoplehood and collective responsibility.

• Approximately 162,000 young adults throughout North America have participated in Taglit-Birthright Israel, forever connecting them to our spiritual homeland and deepening their understanding of Israel’s centrality to the Jewish people. Miami has sent more than 3,100 students on the journey since the program’s inception in 2000. • Strengthening Jewish identity through participation in overnight summer camp ensures a positive connection for a youngster that lasts well into adulthood. Last year, more than 160 children enjoyed this experience because of $100,000 in scholarship assistance. • Having a strong Jewish presence on the college campus is critical today for students. More than $480,000 in Federation funding supports Hillel programs on seven university campuses throughout Florida, providing programming for 30,000 Jewish students.

GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY

2009

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HOW DOES A COMMUNITY FULFILL THE DUTY OF COLLECTIVE RESPONSIBILITY TO JEWS WORLDWIDE?

For decades, the Greater Miami Jewish Federation has been committed to the welfare of our people worldwide and ensuring that isolated Jews are not forgotten. In the former Soviet Union, throughout Latin America and Europe and in 65 countries around the world, Annual Federation/UJA Campaign dollars have supported programs and services that both care for vulnerable aging populations and foster Jewish renewal among younger generations. We are working each day to help Jewish communities around the world strengthen themselves through our overseas partners, the American Jewish Joint Distribution Committee (JDC) and the Jewish Agency for Israel (JAFI). Despite the tremendous economic challenges we are facing domestically, Federation continues to uphold our promise of responsibility to one another.

Some examples of how Federation fulfills the duty of collective responsibility to Jews worldwide through JDC and JAFI:

• Nearly 60,000 people are participating in JDC-sponsored renewal activities across the former Soviet Union, particularly in Jewish Community Centers (JCCs), which have become a cornerstone of this effort. • Federation funding supports $252,000 in welfare relief, through JDC Hesed services, which reaches 167,920 elderly Jewish clients in the FSU at 2,824 locations, providing food, medicine and medical care, home care, winter relief and more. • Through JAFI, 11,000 Jews in the FSU are learning Hebrew and Jewish culture, and more than 20,000 young Jews attending youth clubs are connecting to Jewish history and heritage. • Some 10,000 youth in 44 Jewish Day Schools and 2,000 in 90 Sunday schools in the FSU benefit from the power of JAFI’s Jewish education programs. • Jewish communities in Morocco, Tunisia, Turkey and India receive support to care for their elderly in facilities that provide residential care, full medical services, recreational and therapeutic services, excursions, and holiday events for residents. • In Buenos Aires and its surrounding areas, 11,000 youth and 2,000 teachers are being enriched through JAFI’s Jewish identity programming. • The Ariel Job and Business Center in Buenos Aires, the Activa organization in Mexico, and the Ariel Job Centers in Chile and Brazil have helped nearly 6,000 people find jobs, and provided 14,000 more with some form of skills training. They have also paved the way for the launch of 320 Jewish-owned small businesses. • In Argentina, vulnerable individuals receive welfare assistance through JDC, including 12,065 who benefit from supermarket debit cards and hot meals, and 244 children who receive hot meals through the Meitiv School Lunch Program.

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HOW DOES A COMMUNITY HELP THE PEOPLE OF ISRAEL AND STRENGTHEN OUR CONNECTION TO OUR SPIRITUAL HOMELAND? This is how Federation agencies are working to help the Israeli people and strengthen the bonds between us:

• Federation allocated $139,500 — matched by JAFI and Israeli philanthropists — to help nearly 180 children at risk in Yerucham through the Youth Futures Program, helping them achieve greater academic success and maturity. • With JAFI support, nearly 15,500 immigrants came to Israel in 2008, including more than 3,200 from North America, strengthening communities across the country. There are 12,400 newcomers living in one of 32 absorption centers who are transitioning to life in Israel through a range of acculturation programs.

Israel is at the heart of the Jewish people. Caring for the most vulnerable Israelis — including children and youth at risk, people with disabilities, the elderly, minorities and immigrant groups — is core to Federation’s mission of strengthening Jewish life and central to the work of our overseas partners, JAFI and JDC. The extensive infrastructure we have established in over nine decades of work in Israel enables us to respond to needs efficiently and effectively 365 days a year. Miami has also engaged in significant partnerships with the Ethiopian-Israeli community in Pardes Channa-Karkur and with the cities of Yerucham and Or Akiva, establishing programs and services to assist their residents. Working closely with JAFI and JDC, and also directly with Israeli non-profit agencies, Federation is effecting change and enhancing the lives of countless Israelis by helping immigrants adapt to a new life, assisting in times of crisis and so much more.

• Federation allocated $353,800 to the partnership initiative in Pardes Channa-Karkur, including extra funding to keep SPACE, a scholastic assistance program, operating to provide afterschool tutoring, workshops, mentoring and enrichment. • Federation’s Women’s Amutot Initiative funds 18 non-profit agencies focusing exclusively on the welfare of marginalized, voiceless and atrisk women and girls in Israel. These organizations focus on economic empowerment, social empowerment, protection against violence, prevention of violence, and leadership development. • Last year, when southern Israel was in crisis with hundreds of Kassam rockets landing weekly, we were able to help provide respite trips for more than 40,000 children living in the shadow of fear, so they could experience at least one day with no “code red,” no sirens, no rockets. • With Federation support, the Or Akiva Community Center operates a Volunteer Center that assists 150 families daily with food, clothing, tutoring and afterschool activities for children, addiction counseling, life-cycle events, and household repairs.

GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY

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there is comfort and GREATER MIAMI

“Having so many of us living in one house made it difficult to provide enough food for everyone. I wouldn’t be able to feed my family without the help I receive from the JCS Kosher Food Bank.” “I am thankful that our Jewish community supports such a wide variety of services through the Federation.”

Father and grandfather of intergenerational family living together due to the economic crisis

Client who found a job with the help of Jewish Community Services of South Florida, and whose developmentally challenged brother also received vocational training through JCS

“I attended free High Holiday services at the JCC, and the services were wonderful and inspiring. I am grateful this was made available to the community.”

“After I was hospitalized sev and finally confined to my h expenses continued to pile you how grateful I am for th you provided me.”

Senior JCS client

Unemployed Miami-Dade County teacher who participated in worship programs at the Michael-Ann Russell JCC

“The grant came in the nick of time. But it was more than the financial support. They make me feel that I am worth investing in.”

Student from rocket-attacked Sderot, Israel, who receives scholarships for college tuition, living expenses and a laptop through JAFI

“I used to have to choose between food and medication, but thanks to the supermarket food cards I receive from the Jewish community, I am able to purchase both. Thank you.”

Senior in Argentina whose medical condition requires special food and ongoing medication

“I am really grateful that my so the chance to receive a high l education, and to learn about our roots. One day, when he g remember all this and help ot

Argentine mother, speaking about one of her two at-risk sons, both of whom have received Jewish Day School scholarships, school transportation and food through JDC’s Child Help program


strength in community. JEWISH FEDERATION “The adult day care center has been an invaluable asset to my mother’s life. It provides a safe and reliable place for her to go daily, helping her to retain focus and give her a sense of purpose.”

Daughter of Seymour Gelber Senior Day Care Center client

“Without scholarships now, my daughter’s Jewish education would not have been possible.”

veral times home, my up. I cannot tell he financial help

Single parent of student at Rabbi Alexander S. Gross Hebrew Academy

“It’s wonderful to have someone you feel comfortable with – and to know you will receive assistance.”

Senior resident of Federation Towers low-income housing who receives regular visits from a social worker and home-delivered kosher meals

on has level of t Judaism and grows up, he will thers in need.”

“They help me keep a sense of dignity when I have so little left. The volunteers at the Hesed Welfare Center are like family.”

Elderly Jewish resident of the former Soviet Union who receives regular food packages, homecare and medicine deliveries from JDC

“My husband and I are self-employed. While he was undergoing treatment for a malignant brain tumor and I was caring for a newborn, we had no income and no way to put our daughter in preschool. Thanks to scholarship assistance, that changed.”

Parent of recipient of preschool and day camp scholarships at the Dave and Mary Alper JCC


GREATER MIAMI JEWISH FEDERATION RESOURCES AT WORK

The Federation raised $36.5 million in fiscal 2008–2009, despite a challenging economic environment. These are the total resources from all sources, including the Annual Federation/UJA Campaign and the activities of The Foundation of the Greater Miami Jewish Federation.     To touch Jewish lives effectively, we must build a strong Jewish community. The function of community organization and central planning services goes far beyond fundraising. Much of the work of the Federation, overseen by a core of dedicated volunteer leaders, centers on the planning of community services for today and into the future. We develop human resources to meet the needs of our Jewish family, both in Miami and abroad. We address issues that confront us as a people with strong and active communityrelations programs. And we remain fluid, so that we can quickly adapt to the needs of our people.      To fulfill all these directives, the Greater Miami Jewish Federation’s fundraising, community organization, central services and administrative costs for our Jewish community have averaged 15 percent over the past six years.

TOTAL FINANCIAL RESOURCES Annual Campaign Fund for the Vulnerable The Foundation of the Greater Miami Jewish Federation Contributions and Bequests Charitable Trusts and Donor Designated Funds Campaign Endowment Funds Supplemental Giving United Way of Miami-Dade County Government Grants, Rental and Other Income

$22,000,000 895,800

Total Financial Resources

$36,479,307

4,175,000 5,787,000 393,000 910,000 1,139,507 1,179,000

ALLOCATIONS AND EXPENSES

To learn more about the Greater Miami Jewish Federation, our community’s agencies, Day Schools, synagogues, and overseas partners in Israel and in more than 64 other countries around the world, please visit us online at JewishMiami.org and click on “GMJF Interactive.”

Visit JewishMiami.org

Local Agencies and Services Foundation Grants to Agencies and Campaign Grants from Supplemental Giving Jewish Federations of North America Overseas Agencies and National Agencies and Services Total Financial Resource Development Expenses Net Realized and Unrealized Investment Losses Reserve for Losses on Collections Change in Restricted and Unrestricted Funds

7,983,676 5,280,667 31,131,000 1,030,311 (42,034,000)

Total Allocations and Expenses

$36,479,307

$13,700,306 18,477,347 910,000


2009-2010 SUMMARY OF INCOME AND ALLOCATIONS LOCAL PROGRAMS AND AGENCIES

OVERSEAS PROGRAMS AND SERVICES

FORMAL JEWISH EDUCATION

The Jewish Federations of North America American Jewish Joint Distribution Committee Ethiopian National Project Hunger Amutot in Israel Jewish Agency for Israel Partnership Initiatives in the Israeli cities of Or Akiva, Pardes Channa-Karkur and Yerucham Women’s Amutot Initiative World ORT Israel and Overseas Department Nieweg Endowment Fund Targeted Grant

$7,221,087

Total

$7,694,189

Center for the Advancement of Jewish Education (CAJE) CAJE Special Grants Day Schools Day School Hardship Scholarships Day School Enhancement Grants Beth David/Gordon Day School Greenfield Day School Hochberg Preparatory: A Solomon Schechter Day School at Beth Torah Benny Rok Campus Jacobson Sinai Academy Kesher L.D. Lehrman Community Day School Mechina High School Neytz HaChochma Rabbi Alexander S. Gross Hebrew Academy Samuel Scheck Hillel Community Day School Shaarei Bina-Torah Academy for Girls Temple Beth Am Day School Toras Emes Academy of Miami Yeshiva Elementary School Holocaust Documentation and Education Center Holocaust Memorial of the Greater Miami Jewish Federation Jewish Museum of Florida Sue & Leonard Miller Center for Contemporary Judaic Studies at the University of Miami Synagogue School Supplemental Scholarship Program Teacher Fringe Benefits Program

$1,253,404 50,000

Total

$3,819,774

275,000 100,000 41,423 38,507 107,579 102,552 158,800 76,813 29,559 19,600 243,209 375,521 10,442 87,088 225,916 139,310 25,000 50,000 20,000

NATIONAL PROGRAMS AND SERVICES American Jewish Committee American Jewish Congress Anti-Defamation League American Jewish World Service Hornstein Jewish Professional Leadership Program at Brandeis University B’nai B’rith Youth Organization (National) Hebrew Union College School of Jewish Communal Service Jewish Labor Committee Jewish War Veterans of the USA National Federation/Agency Alliance Association of Jewish Family and Children’s Agencies Hillel: The Foundation for Jewish Campus Life Hebrew Immigrant Aid Society Jewish Community Centers Association of North America Jewish Council for Public Affairs Jewish Education Service of North America Jewish Telegraphic Agency NCSJ: Advocates on Behalf of Jews in Russia, Ukraine, Baltic States and Eurasia National Foundation for Jewish Culture National Jewish Center For Learning and Leadership Project Interchange, an Institute of the American Jewish Committee Wurzweiler School of Social Work at Yeshiva University

31,345 88,706 270,000

INFORMAL JEWISH EDUCATION Alexander Muss High School in Israel Taglit-Birthright Israel B’nai B’rith Youth Organization Dave and Mary Alper Jewish Community Center (Alper JCC) on The Jay Morton-Levinthal Campus Alper JCC Special Grants Destination Israel of the Greater Miami Jewish Federation Hillel: The Foundation for Jewish Campus Life (seven Florida campuses) Israel Programs: Passport to Israel Israel Programs Scholarships Miami Beach Jewish Community Center (Miami Beach JCC) Michael-Ann Russell Jewish Community Center (MARJCC) on the Sanford L. Ziff Campus MARJCC Special Grants Overnight Camp Scholarships Total

$153,310 190,373 64,674 1,080,319 10,000 15,000

Total

480,100 34,826 60,000 223,402 974,044 42,200 100,000

1,500 1,500 1,500 1,000 1,000 243,986

2,000 3,500 1,500 $269,487

Cost of Fundraising and Collections Florida Association of Jewish Federations

$4,599,330 20,000

Total

$4,619,330

Total for All Allocations

SOCIAL, HEALTH AND HUMAN SERVICES

Total

$3,667 3,667 3,667 1,000

OTHER ALLOCATIONS AND EXPENDITURES

$3,428,248

Jewish Chaplaincy Program of the Greater Miami Jewish Federation Hebrew Free Loan Association of South Florida Jewish Community Services of South Florida (JCS) Holocaust Survivors Program Holocaust Survivors Program Special Grants Latin American Acculturation Latin American Acculturation Special Grants Miami Jewish Health Systems Mount Sinai Medical Center Association for Jewish Special Education Additional Grants from Fund for the Vulnerable

209,000 264,102

$26,283,312

SOURCES OF AVAILABLE FUNDS $200,000 47,105 2,330,514 173,500 20,000 41,000 50,000 202,598 44,653 1,000 501,069

Greater Miami Jewish Federation/UJA Annual Campaign* Fund for the Vulnerable (Less: Reserve for Losses on Collections @ 4.5%) Designated Program Grants United Way of Miami-Dade County ** General Fund The Foundation of the Greater Miami Jewish Federation***

$22,000,000 895,800 (1,030,311) 461,951 1,139,507 10,000 2,806,365

Total Available Funds

$26,283,312

$3,611,439 TOTAL FINANCIAL RESOURCES

COMMUNITY ORGANIZATION AND CENTRAL SERVICES Agency Executives Retirement Plan Audit and Accounting Fees for Local Agencies Building Services Contingency Reserve Greater Miami Jewish Federation Community Services, Planning & Allocations, Administration, Human Resources Development, Outreach Services, etc. High Holiday Welcome Program of the Greater Miami Jewish Federation Jewish Community Relations Council of the Greater Miami Jewish Federation Jewish Volunteer Center of the Greater Miami Jewish Federation Organization for Leadership Advancement in Miami of the Greater Miami Jewish Federation Total

Annual Campaign $30,000 328,504 295,044 100,000

Foundation Campaign Endowment Funds

1,533,110 165,000

1%

Foundation Charitable Trusts and Donor Designated Funds

16%

Foundation Contributions and Bequests

12%

Grants for Designated Purposes and Other Income

3%

Supplemental Giving

2%

United Way of Miami-Dade County

3%

256,492 57,000 75,695 $2,840,845

Total for All Local Agencies and Services

63%

$13,700,306

All allocations are contingent on the successful conclusion of the 2009 Federation/UJA Campaign.

*

Federation receives an annual allocation from the United Way of Miami-Dade County in support of four beneficiary agencies: Dave and Mary Alper JCC; Jewish Community Services of South Florida; Michael-Ann Russell JCC and Miami Jewish Health Systems.

**

***

The Foundation of the Greater Miami Jewish Federation received a grant from the Harry and Jeanette Weinberg Foundation in support of Jewish Federation Housing, Inc., which operates the Harry and Jeanette Weinberg Federation Towers and Gardens.

The Greater Miami Jewish Federation has received a 4-star rating, the highest possible, from Charity Navigator, America’s largest independent evaluator of charities. This exceptional rating indicates that the Greater Miami Jewish Federation exceeds industry standards and outperforms most charities in its cause.

GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY

2009

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HOW DOES A COMMUNITY SECURE A STRONG JEWISH FUTURE AND PROVIDE COMFORT DURING EXTRAORDINARY TIMES?

THIS IS HOW THE FOUNDATION OF THE GREATER MIAMI JEWISH FEDERATION SECURES OUR FUTURE. For 45 years, The Foundation of the Greater Miami Jewish Federation has been the steward of funds for Miami’s Jewish community’s future. Hundreds of families have entrusted The Foundation to fulfill their charitable objectives, provide a reserve for emergencies, and develop the resources necessary to address future opportunities and needs for our community. Through The Foundation, Miami’s Jewish community is blessed to have a significant unrestricted endowment. Each year, a portion of The Foundation’s investment yield is directed to the Federation to support social-service needs at home and abroad. And while we are addressing new and emerging local needs, we are able to remain steadfast to our long-standing commitment to care for vulnerable Jews in Israel and around the world. As of October 31, 2009, The Foundation had more than $168 million under management. Resources come from lifetime gifts and bequests of cash, securities and other forms of appreciated property, retirement assets or insurance policies. This year, more than $18 million was allocated from The Foundation to fund critical programs in Miami’s Jewish community, Israel and around the world. Of this, more than $5 million was allocated to the Federation’s Annual Campaign. The economic downturn has created an unprecedented number of requests for aid in the Jewish community. Committed to helping our beneficiary agencies assist the most vulnerable, the Federation Board of Directors took extraordinary measures to sustain funding to these agencies through special grants from The Foundation of $550,000 for the 2008–09 fiscal year and $854,000 for the 2009–10 fiscal year. These infusions of Foundation funds are helping to provide food, emergency financial assistance, employment and emotional counseling, home healthcare support, daycare scholarships and more.

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Restricted & Designated Funds

Campaign Endowment Funds

Philanthropic Funds

27%

10%

22%

$46.2 million

$17.3 million

$37.2 million

Charitable Life Income Plans

Supporting Foundations

Unrestricted Funds

5%

11%

25%

$7.7 million

$18.6 million

$41.6 million

The Foundation received contributions of $10.4 million during fiscal year 2008–2009.


2009 –2010 OFFICERS

GREATER MIAMI JEWISH FEDERATION

William Lehman Chair of the Board

Saby Behar Immediate Past President

Julie Russin Bercow Vice Chair and Women’s Department President

Richard N. Bernstein Vice Chair and Planning and Distribution Committee Chair

Donna R. Blaustein Vice Chair and The Foundation of the Greater Miami Jewish Federation Chair

Barbara Black Goldfarb Vice Chair and General Campaign Chair

Isaac Olemberg Vice Chair

Sidney Pertnoy Vice Chair

Lezlie Poyastro Vice Chair

Raquel Scheck Vice Chair

Hedy Whitebook Vice Chair

Richard Yulman Vice Chair

Joseph Kavana Secretary

Michelle S. Diener Associate Secretary

Brian L. Bilzin Treasurer

Robert C. Gilbert Associate Treasurer

Jacob Solomon President and Chief Executive Officer

2009 –2010 BOARD OF DIRECTORS

Leonard Abess Marcos Ackerman Bunny Adler* Matthew L. Adler Michael M. Adler* u Melinda Agron L. Jules Arkin* u Jonathan Awner Jack Bellock* Lisa K. Berg Helene Berger Paul Berkowitz Richard Berkowitz Daniel Berrebi Fran Berrin Robert Berrin Andrew Blank Alex Blavatnik Rep. Elaine Bloom Norman Braman* u Claudia Brod Steven J. Brodie John Bussel Amy Berger Chafetz Sidney Cooperman Stephen Cypen Mojdeh Khaghan Danial Honorable Amy N. Dean Rebeca Delaster Terry Drucker Samuel J. Dubbin Nily Falic

Myra Farr* George Feldenkreis Isaac K. Fisher Robyn C. Fisher Steven Foldes Morris Futernick Elinor Ganz Gary Gerson Jeffrey Gilbert Gabriel Gilinski Rabbi Gary Glickstein Martin B. Goodman Steven Gretenstein William Grossman Stacey Gumenick Alex Halberstein Daniel Halberstein Fanny Hanono Bobbie Higer Richard Hoffman Steven Hurwitz Robin Jacobs Larry Joseph Ian Kaplan Clarita Kassin Evelyn Katz Ezra Katz* u Dr. Shulamit Katzman Rabbi Ralph P. Kingsley Ruben Kloda Laura P. Koffsky Dr. Bruce Kohrman

Steven J. Kravitz* u Paul Kruss Israel Lapciuc Donald E. Lefton* u Marcy Lefton Harry A. “Hap” Levy* u Joel Levy Nathan Lewinger Nancy Lipoff Norman H. Lipoff * u Ellen Mandler Robert Merlin Gail Meyers Leonard Miller Sandra Muss Dr. Mark Oren Nedra Oren* u JoAnne Papir Adrienne Pardo Aaron S. Podhurst* u Dorothy Podhurst Judith Reich Stephen Riemer Joseph Roisman Ellen Rose Lawrence M. Schantz David M. Scharlin Gloria Scharlin* Jeffrey Scheck Michael Scheck* u Steven Scheck Rabbi Solomon Schiff

Mark Schnapp Maxine E. Schwartz* Robert Shelley Morrie H. Siegel Dr. Barry Silverman Dr. Joseph Singer Robert Singer Harry B. Smith* u Joy Spill Lourdes Gabriela Suarez Mark Tanenbaum Robert H. Traurig* Debra Braman Wechsler Stanley Weinstein Robert Werner Amy Wildstein Norma Kipnis Wilson* Ray Ellen Yarkin Gary Yarus Dror Zadok Isaac Zelcer* u Regina F. Zelonker Rabbi Yochanan Zweig Alex Zylberglait

u

– Federation Past President

* – Life Member

GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY

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2009 –2010 STANDING COMMITTEES Administrative

Isaac K. Fisher Agency Support

Steven Hurwitz Ellen Rose Audit

Joel Levy Building Operations

Joseph Roisman

Bylaws and Governance

Rep. Elaine Bloom Campaign Executive

Barbara Black Goldfarb

Executive Evaluation and Compensation

GREATER MIAMI JEWISH FEDERATION

Israel and Overseas

Pledge Redemption

Israel Programs

South Dade Branch Board

Jewish Community Relations Council

The Network

Regina F. Zelonker

Matthew L. Adler Alex Zylberglait

Paul Berkowitz

Miami Beach Branch Board

Women’s Department Board

Financial Resource Development

Nominating

Saby Behar

Michael M. Adler

The Foundation

North Dade/Aventura Branch Board

William Lehman

Federation/ Synagogue Relations

Rabbi Gary Glickstein Dr. Joseph Singer Financial Management

Donna R. Blaustein

Raquel Scheck

Morris Futernick

Lawrence M. Schantz

Holocaust Memorial

Rabbi Solomon Schiff

Philanthropic Initiatives

Community Chaplaincy

Human Resource Development

Planning and Distribution

Judith Reich

Robert Merlin

Lezlie Poyastro

Julie Russin Bercow

Amy Berger Chafetz

Communications and Marketing

David M. Scharlin

Robert Werner

Norman H. Lipoff

Richard N. Bernstein

2009 –2010 PROFESSIONAL STAFF

Jacob Solomon*

Pamela DiGiacomo

Jeffrey Y. Levin*

Soiby Seidner

President and Chief Executive Officer 786.866.8600 | jsolomon@gmjf.org

Director, Professional Advisory Committee, The Foundation of the Greater Miami Jewish Federation/ Director, Attorneys’ Division 786.866.8627 | pdigiacomo@gmjf.org

Chief Development Officer 786.866.8418 | jlevin@gmjf.org

Program Coordinator, International Division 305.705.0800 | sseidner@gmjf.org

Myron J. “Mike” Brodie

Lori Drutz

Abby Mandel

Executive Vice President Emeritus 786.866.8624 | mbrodie@gmjf.org

Director, Jewish Volunteer Center 786.866.8414 | ldrutz@gmjf.org

...................................................

David A. Feigenbaum

Senior Campaign Associate, Miami Beach / Key Biscayne Branch 786.866.8439 | amandel@gmjf.org

Luciana Aguinis

Associate Campaign Director 305.705.0800 | dfeigenbaum@gmjf.org

Assistant Director, International Division 305.705.0800 | laguinis@gmjf.org

Carole F. Fink

Emma Norgan Executive Assistant 786.866.8605 | enorgan@gmjf.org

David Assayag Director, Office Management / Building Services 786.866.8470 | dassayag@gmjf.org

Dahlia Bendavid Director, Israel and Overseas Department 786.866.8445 | dbendavid@gmjf.org

Renee Bennett Controller 786.866.8476 | rbennett@gmjf.org

Roberta London Internal Auditor and Budget Analyst 786.866.8496 | rlondon@gmjf.org

George Moore Network Administrator 786.866.8460 | gmoore@gmjf.org

Donor Relations / Data Support Services Administrator 786.866.8428 | cfink@gmjf.org

Ofi Osin-Cohen

Marc Fishman

Alon Ozer

Assistant Director, Financial Resource Development 786.866.8425 | mfishman@gmjf.org

Senior Investment Analyst, The Foundation of the Greater Miami Jewish Federation 786.866.8468 | aozer@gmjf.org

Rena Genn Israel Representative 011.972.4.637.3004 | rgenn@gmjf.org

Director, Women’s Department 786.866.8440 | oosin-cohen@gmjf.org

Nicole Marshal Ozer

Dany Shandler Director, Human Resource Development 786.866.8410 | dshandler@gmjf.org

Jordan Shumofsky VIP Services Manager / Assistant to the President and Chief Executive Officer 786.866.8427 | jshumofsky@gmjf.org

Bonnie Soloff Care Manager, Golden Care Foundation, The Foundation of the Greater Miami Jewish Federation 305.705.0800 | bsoloff@gmjf.org

Daniel Staffenberg Director, Major Gifts Division 786.866.8431 | dstaffenberg@gmjf.org

Naomi Stern e-Initiatives Manager 786.866.8403 | nstern@gmjf.org

Fran Tropp

Ellen Goldberg

Assistant Director, Communications and Marketing 786.866.8402 | nmarshal@gmjf.org

Senior Planning Associate 786.866.8497 | egoldberg@gmjf.org

Jenni Person

Director, Golden Care Foundation, The Foundation of the Greater Miami Jewish Federation 305.705.0800 | ftropp@gmjf.org

Ian “Ike” Heller

Coordinator, The PJ Library 786.866.8572 | jperson@gmjf.org

Karen Weiner

Katy Boyask

Director, South Dade Branch 305.595.5151 | iheller@gmjf.org

Bonnie Reiter-Lehrer*

Missions Coordinator 786.866.8436 | kweiner@gmjf.org

Director, The Network 786.866.8444 | kboyask@gmjf.org

Simon Kaminetsky

Carol Brick-Turin

Director, Philanthropic Initiatives 786.866.8453 | skaminetsky@gmjf.org

Sandra Bishop Campaign Training and Software Services Administrator 786.866.8450 | sbishop@gmjf.org

Director, Jewish Community Relations Council 786.866.8485 | cbrick-turin@gmjf.org

Stefanie Brown Campaign Associate, The Network 786.866.8448 | sbrown@gmjf.org

Sydney Newmark Carpel Assistant Director, Major Gifts Division 786.866.8433 | scarpel@gmjf.org

Lori Shuster Dearman Associate, Jewish Community Relations Council 786.866.8487 | ldearman@gmjf.org

Rabbi Frederick L. Klein Director, Chaplaincy 786.866.8620 | rabbiklein@gmjf.org

Adam Kolett

Chief Communications and Marketing Officer 786.866.8401 | breiter@gmjf.org

Laura Guren Rodriguez

Meredith Wilensky Associate Director, Women’s Department 786.866.8438 | mwilensky@gmjf.org

Senior Community Development Associate 786.866.8680 | lrodriguez@gmjf.org

Leslie Rosenberg

Senior Planning Associate 786.866.8494 | akolett@gmjf.org

Senior Communications and Marketing Associate 786.866.8404 | lrosenberg@gmjf.org

Michelle Labgold*

Michael Scheinblum

Chief Planning Officer 786.866.8492 | mlabgold@gmjf.org

Director, Risk Management Services 786.866.8480 | mscheinblum@gmjf.org

Stephen C. Lande, J.D.

Stephen M. Schwartz*

Director, The Foundation of the Greater Miami Jewish Federation 786.866.8623 | slande@gmjf.org

Chief Financial Officer 786.866.8474 | sschwartz@gmjf.org

* – Member of Senior Management Team

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PLATINUM SPONSORS PLATINUM SPONSORS

The GreaTer MiaMi TJhe GreaTer MiaMi ewish FederaTion Jewish FaederaTion cknowledGes GraTeFully GraTeFully acknowledGes our Proud Business ParTners. our Proud Business ParTners.

GOLD SPONSOR GOLD SPONSORS

THANKS TO THE COMMITMENT THANKS TO THE COMMITMENT OF THESE CORPORATE OF THESE DURING CORPORATE SPONSORS THIS SPONSORS DURING THIS PAST YEAR, THE FEDERATION PAST YEAR,TO THE FEDERATION WAS ABLE MAXIMIZE THE WAS ABLE TO MAXIMIZE THE FUNDS RAISED FOR VITAL FUNDSSERVICE RAISED FOR VITAL SOCIAL PROGRAMS SOCIAL SERVICE IN MIAMI, IN PROGRAMS ISRAEL

SILVER SPONSOR SILVER SPONSOR

IN MIAMI, IN ISRAEL AND WORLDWIDE. AND WORLDWIDE. BRONZE SPONSORS BRONZE SPONSORS

It’s More than GoodwIll, It’sIM ore than GoodwIll, t’s Good BusIness. It’s Good BusIness.

PEARL SPONSORS PEARL SPONSORS

If you would like to learn more about Corporate Sponsorship opportunities with the Greater Miami Jewish Federation, please contact Marc Fishman at 786.866.8425 or mfishman@gmjf.org. If you would like to learn more about Corporate Sponsorship opportunities with the Greater Miami Jewish Federation, please contact Marc Fishman at 786.866.8425 or mfishman@gmjf.org.

Greater Miami Jewish Federation Stanley C. Myers Building Greater Miami Jewish Federation 4200 Biscayne Boulevard Stanley C. Myers Building Miami, Florida 33137 4200 Biscayne Boulevard 305.576.4000 | JewishMiami.org Miami, Florida 33137 The Mission of the Greater Miami Jewish Federation is to mobilize human and financial 305.576.4000 | JewishMiami.org resources to care for those in need, strengthen Jewish life and advance the unity, values and shared purpose of the Jewish people in Miami, in Israel and around the world. The Mission of the Greater Miami Jewish Federation is to mobilize human and financial resources to care for those in need, strengthen Jewish life and advance the unity, values and shared purpose of the Jewish people in Miami, in Israel and around the world.

Report to the Community is produced by the Communications and Marketing Department of the Greater Miami Jewish Federation.

David M. Scharlin Chair

Bonnie Reiter-Lehrer Chief Communications and Marketing Officer

Nicole Marshal Ozer Assistant Director, Communications and Marketing

Leslie Rosenberg Senior Communications and Marketing Associate

Photography Aaron Eisenberg, Fred George, Sarah Levin, Jonathan Levine, Leon Levitas, Deborah Gray Mitchell, Stephen Shames and Lloyd Wolf Design Vortex Communications, Coral Gables, FL A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 800.435.7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. CH 435. 100% OF EACH CONTRIBUTION IS USED TO CARRY OUT THE MISSION OF THE GREATER MIAMI JEWISH FEDERATION.

GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY

2009

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GREATER MIAMI JEWISH FEDERATION

Stanley C. Myers Building 4200 Biscayne Boulevard Miami, FL 33137

305.576.4000 305.573.8115 fax JewishMiami.org

NONPROFIT ORG US POSTAGE PAID MIAMI FL PERMIT NO. 93

Thank you for helping to strengthen and provide comfort to our community through your support of the Greater Miami Jewish Federation.

The Mission of the Greater Miami Jewish Federation is to mobilize human and financial resources to care for those in need, strengthen Jewish life and advance the unity, values and shared purpose of the Jewish people in Miami, in Israel and around the world.


Annual Report