2010 - 2011 ANNUAL report
The Future OF THE JEWISH COMMUNITY STARTS TODAY.
Letter from our Chair Dear Friends,
My two years as Chair of the Jewish Endowment Foundation have been interesting, often exciting, and at times challenging. Best for me, has been working together with great staff and lay leaders as we’ve challenged one another and our friends to invest in the future of our community. And this they did! Individuals, agencies and synagogues all joined forces for our collective future. We’ve reached new levels of legacy giving and broadened our base of support. Our goals were met through the generosity of the very special people who live in Western Massachusetts.
As I conclude my tenure as Chair, I want to thank each donor, each volunteer and each agency, all of whom have worked tirelessly to encourage the development of our endowment through bequests, annuities or lifetime gifts. With the gyrations of the stock market and the realities in the world of today, our JEF has remained steadfast in capital preservation while ensuring continued income for our beneficiary agencies and our community programs. I extend a special thanks to Ed Kline for his diligence and expertise as Chair of the Investment Committee. Ed is stepping down as Chair after more than 10 years of service in this role. We all look forward to continued growth of our investments under the chairmanship of Steve Korn.
Through our Create a Jewish Legacy (CJL) program, supported
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by the Jewish Endowment Foundation of the Federation and the Harold Grinspoon Foundation, we have secured over 650 individual legacy commitments for the Federation and other organizations which should eventually generate $15 million for our Jewish community. This is an incredible accomplishment in which we can all share. It was a pleasure to celebrate our success at our 2010 summer event at Jacob’s Pillow honoring all CJL donors. CJL builds upon the principles of the Perpetual Annual Campaign Endowment / Lion of Judah Endowment (PACE/LOJE) and Generation to Generation Societies, national and local recognition societies which encourage community members to endow their Federation Annual Campaign gifts – broadening it to include legacy giving to other local
Jewish organizations. I would like to recognize Ruth Weiss who helped pioneer these local and national societies. In addition, I want to thank Susan Weiss Firestone, PACE/ LOJE Committee Chair, under whose leadership 58 new commitments to perpetuate Federation Annual Campaign gifts have been received.
I hope you have had a chance to visit our new website www. jefwesternmass.org which includes current information on economic and tax saving issues, and our Book of Life featuring an ever growing list of community members. The site features our new logo and tag line, “Invest In What You Believe In,” reflecting our practical role investing the monies entrusted with us and our philosophical role investing in the Jewish communtiy.
I’d like to take a moment to remember two members of our community and Board, Maury Katz, a lifetime Jewish Endowment Foundation Board member, and Ruth Webber who was an active member of our current Board and Springfield Council of Jewish Women Scholarship Committee. Both have left a lasting impact on our community and have played important roles in creating a solid foundation for our future. For both of these individuals, support for community was a meaningful part of their lives and we are all enriched by their commitment. We are terribly saddened by their deaths and hope that their example will be an inspiration to us all.
Along with Scott Kaplan, Endowment Director, I look forward to a vibrant future for our western Massachusetts Jewish community. I know our community will stand with and support Ronda Parish as the new Chair of the Jewish Endowment Foundation. Betsy Gaberman Chairperson
Maurice N. KatzX1921-2011
Maury was a lifetime Board Member of JEF; a member of the Create a Jewish Legacy, Generation to Generation and Star of David Societies. A strong supporter of Federation, Maury established funds to perpetuate both his and his wife’s (Lynn, of blessed memory) gifts to its Annual Campaign.
INVEST IN WHAT YOU BELIEVE IN Since it was established in 1972, the Jewish Endowment Foundation has been working with and for the local Jewish community. As professionals, we’ve worked with our local agencies, day schools and synagogues to provide ongoing support, and, through grants from our Unrestricted and Field of Interest Funds, to help initiate new programs and address emergency needs.
We’ve worked with donors to set up funds that will meet both their short and long term philanthropic goals. We’ve helped them secure a stream of income through Charitable Gift Annuities and Charitable Remainder Trusts that provide regular payments to them now, as well as provide a gift to benefit the Jewish community locally and worldwide down the road.
Under the oversight of a volunteer Investment Committee, our portfolio has performed as well or better than much larger endowments. We take a conservative approach to investing. After all it’s not our money – it belongs to the community that has trusted us for close to 40 years to invest it wisely so as to ensure the future of our community.
As members of the community, our goals, values and beliefs are the same as yours. We believe in growing a strong foundation for our future and invest accordingly.
Ruth K. WebberX1928-2011
Ruth was an active member of JEF’s current Board as well as a member and Past-Chair of the SCJW Scholarship Committee. In November 2011 she was presented with the Kipnis-Wilson/Friedland Award at the International Lion of Judah conference. A member of the Generation to Generation and Star of David Societies, Ruth established funds to perpetuate her and her husband’s (Ralph, of blessed memory) Annual Campaign gifts to the Federation.
Jewish Endowment Foundation Board As of July 31, 2011
Elizabeth Heit Gaberman Chairperson
Ronda Parish Vice Chair
Executive Committee Chairs of JEF Committees
Elliot Bloom Steven Dane* Steven Feldman* Susan Weiss Firestone Richard Gaberman* Mark Gold Edward Greenbaum Ex officio, President of JFWM Board
Edward Kline Nedra Mirkin
General Members Kenneth Abrahams* Marjorie Berg Geoffrey Berman Alan Curtis* Hyman Darling Charles Epstein William Foggle* Peggy Grodd Beatrice Hano Mordechai Kamel Steven Korn Stephen Levine Jeffrey Mandell Joanne Saltman Ruth Webber✡ Ronald Weiss Ruth Weiss Dorothy Wernick Stanley Winer* Bruce Wintman Helen Goldband** Harold Grinspoon** Maurice Katz✡** Charles Nirenberg** * Past Presidents, lifetime, voting members ** Honorary, lifetime, non-voting members ✡ - Of Blessed Memory
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Perpetuating Your ANNUAL CAMPAIGN Gift The Annual Campaign remains the cornerstone of our Federation’s fundraising efforts to provide the majority of the funds required to serve the needs of Jews in Western Masschusetts and around the world. Endowing an annual campaign gift leaves a permanent legacy to support Jewish life reaching out to present and future generations of our local, national and global Jewish family.
Perpetual Annual Campaign Endowment (PACE) A PACE is a fund that endows an annual campaign gift in the name of a donor to his or her local Federation. A PACE fund can be created either during a lifetime or through a distribution from an estate or other planned gift. A PACE Fund distributes a set percentage of the fund’s market value each year (according the spending policy of the Foundation) after the donor’s lifetime.
Generation to Generation Society Each individual who makes a commitment of at least $100,000 to endow an annual gift of $5,000 or more to support the Jewish Federation of Western Massachusetts is recognized as a member of our local Generation to Generation Society and receives a beautiful crystal flame.
Women’s Lion of Judah Endowment (LOJE) A Lion of Judah is a woman with a minimum annual campaign gift of $5,000, who endows her annual gift with a $100,000* fund. She is recognized as a LOJE locally as well as nationally. By virtue of this generous endowment, all LOJEs are members of our local Generation to Generation Society. * Assumes a 5% spending policy
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Star of David Society MEMBERS A National Recognition Society
The Star of David Society of Jewish Federations of North America is an elite national recognition program that honors outstanding philanthropists. Members may be: ● ● ●
Individuals endowing a minimum annual campaign gift of $10,000 with a PACE or LOJE of $200,000. Couples who establish two PACE funds at a minimum of $100,000 each. Individuals who create any permanent endowment of $500,000 for any purpose.
Stephen Bennett Mitchell Berlin✡ Elliot & Anne Bloom Paul & Charlotte✡ Bloom Frances Cohen Min honor of Norman Cohen✡ Alan & Brenda Curtis William & Susan Firestone William & Lynn Foggle Richard & Betsy Gaberman Shefford✡ & Helen Goldband Albert Goldberg Ronald & Susan Grodsky
Harold Grinspoon & MDiane Troderman Anna P. Housen✡ Maurice✡ & Lynn✡ Katz Steven & Alissa Korn Charles & Janet Nirenberg Arthur Pava Jeremy & Ann Pava James & Fay Smith Ralph✡ & Ruth✡ Webber Franklin✡ & Ruth Weiss - Lion of Judah Endowment
✡ - Of Blessed Memory
Generation to Generation Society MEMBERS
Perpetual Annual Campaign Endowment (PACE) MEMBERS
The Jewish Federation of Western Massachusetts recognizes the generous support of individual donors who establish or commit to the creation of a Perpetual Annual Campaign Endowment (PACE) Fund or Lion of Judah Endowment (LOJE) Fund of a minimum of $100,000,* endowing an annual gift of $5,000 or more to the Federation Annual Campaign.
PACE funds have been established to honor in lifetime or
Kenneth Abrahams Stephen Bennett Anne Perlo Bloom Charlotte Bloom✡ Elliot Bloom Paul Bloom Sheila Budnick Min honor of Alan Budnick✡ Paul Cohen Sharon Cohen Alan Curtis Brenda Curtis Steven Dane Sherry Dickerman Susan Weiss Firestone William Firestone Lynn Foggle William Foggle Betsey Freedman Betsy Heit Gaberman Richard Gaberman Helen Goldband Shefford Goldband✡ Albert Goldberg Daniel Goodman David Goodman Harold Grinspoon Jeffrey Grinspoon Steven Grinspoon Ronald Grodsky
Susan Grodsky Beatrice Hano Lynn Katz✡ Maurice Katz✡ Alissa Korn Steven Korn Zelma Lavin Miriam Lieff Stuart Meyers Charles Nirenberg Janet Nirenberg Ronda Parish Ann Pava Arthur Pava Jeremy Pava Harold Rosen✡ William Sadowsky✡ Cathrine Fischer Schwartz Allan Skole Fay Smith James Smith Diane Troderman Ruth Wallace✡ Ruth Webber✡ Franklin Weiss✡ Ruth Weiss Nicolette Wernick Zane Wernick Bruce Wintman
memorialize in perpetuity the following: Gabriel Auerbach Clay & Joanna Ballantine Marjorie Berg Joel & Betsy Bertuzzi Arnold✡ & Laura Blake Amy Bricker Justin Cammy Edward✡ & Jean✡ Canter Mel Cohen & Pam Smith George Dickerman Mark & Phyllis Dindas Ze’ev & Meredith Dragon Eunice Elion✡ Charlie & Lorie Epstein Margaret Epstein Steven Feldman Ben & Adena Falk Solomon Freeman✡ Jonna Gaberman Jerome & Myra Gold Susan Goldman Herbert✡ & Shirley✡ Goldstein
Edward Greenbaum Joshua Grey Sue Heller Mordi Kamel & MSara Weinberger Robert & Mildred✡ Kantor Scott & Erica Kaplan Edward & Susan Kline Karen Hirsch Kuhr Michelle Lancto Jay & Bea Loevy Jeffrey & Sharon Mandell Nathan & Pearl-Anne Margalit Ronald & Ronnie Nadel Morris✡ & Esther✡ Okun Michael Paysnick David Peskin Deborah Peskin Jacob✡ & Anne Robinson Rose Sadovsky✡ Leonard Tariff✡ Herbert Wood ✡ - Of Blessed Memory
- Lion of Judah Endowment
✡ - Of Blessed Memory
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Thank you to all who have committed to Create a Jewish Legacy to benefit our Jewish community since June 2008. As of July 31, the following have pledged support to ensure that the organizations they love will survive and thrive long into the future. Create a Jewish Legacy of Western Massachusetts was launched by the Jewish Endowment Foundation and the Harold Grinspoon Foundation in June 2008 as a simple but powerful program to help organizations secure legacy gifts. The Federations of Western Massachusetts and the Berkshires are program partners, and a grant from the Jewish Federations of North America provides administrative support.
The program began with 13 participating organizations in 2008. In 2010, six new agencies joined the program. Teams of lay and professional leaders in each organization set goals for discussing Jewish legacy intentions with prospective donors who are asked to sign a Letter of Intent. The results are impressive. Since June 2008, 641 commitments from more than 450 households with an estimated value of over $15 million have been made to strengthen our Jewish community.
List of Participating Agencies:
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●bBeit Ahavah, the Reform Synagogue of ●bGreater Northampton (Northampton) ●bCongregation B’nai Israel (Northampton) ●bCongregation B’nai Torah (Longmeadow) ●bCongregation Sons of Zion (Holyoke) ●bGreater Springfield Chapter of Hadassah (Springfield) ●bHeritage Academy (Longmeadow) ●bHevreh of the Southern Berkshires (Great Barrington) ●bHillel at University of Massachusetts (Amherst) ●bJewish Community of Amherst (Amherst) ●bJewish Family Service of Western Massachusetts (Springfield) ●bJewish Federation of the Berkshires (Pittsfield) ●bJewish Federation of Western Massachusetts (Springfield) ●bJewish Geriatric Services (Longmeadow) ●bLander-Grinspoon Academy, the Solomon Schechter ●bSchool of the Pioneer Valley (Northampton) ●bLubavitcher Yeshiva Academy (LYA) (Longmeadow) ●bRachel’s Table, a program of JFWM (Springfield) ●bSinai Temple (Springfield) ●bSpringfield Jewish Community Center (Springfield) ●bTemple Beth El (Springfield)
We would also like to thank the many generous donors who have paved the way by making a gift that pre-dates the Create a Jewish Legacy program that started in June 2008.
May your name be a blessing and may the example you have set inspire others to create their own Jewish legacy. Diana M. Abbasy Ed Abrahams Kenneth & Rosalie Abrahams Marion Adler BethAnn & Jami Albro-Fisher Ellen Alpert Richard Alpert Dr. Stuart Anfang Shira Atik Dr. Gabriel Auerbach Cathy L. (Kitty) Axelson-Berry Sue Bader Dr. Robert & Yvonne Baevsky Joanna & Clay Ballantine Lori Barowsky Barbara Bashevkin Robert Bashevkin Elaine Joy Baskin Bonnie Bennett Stephen Bennett Robert W. Berend Shelley Berend Eric Berg Margie Berg Jay & Kitty Berger Neoma Berger Helene Berke Lawrence Berke Dr. Alan Berkenwald Joel & Mozelle Berkowitz Jayne & Geoff Berman Phillip Berman Irene Bernstein Dr. Larry & Sue Bernstein Betsy & Joel Bertuzzi Barbara Binksy Lee & Sydelle Blatt Mollie Blatt & Dr. William Robbins Anne P. Bloom Elliot Bloom Paul & Charlotte✡ Bloom Edward Borowsky Michelle Borowsky Joseph M. Boucher Andrew & Miriam Bourke Betty D. Braun Howard & Jane Breslau Amy Bricker Denise Broverman Mark Broverman Cipora Brown Frederic Brownstein Mark Brumberg Alan & Judith Bullock Barbara Weinberg & Michael Burkart William & Esther Burrows Lori Goodman Byrne Justin Cammy & Rachel Rubenstein Bill Caplin
David & Nancy Carmen Carol Kantany Casartello Martha Finkel Ceppetelli Mel & Beth Chafetz Richard & Lori Chase Andrea Chasen Michael Chernick Michael & Jaymie Chernoff Julia Chevan Suzanne & Max Chorowski Amy B. Cohen Barbara J. Cohen David Cohen Doris Cohen Dr. Mark I. Cohen Dr. Melvin Aaron Cohen Richard Cohen & Eliza Gouverneur Sharon Cohen Claire E. Cohen-Stelzer Nancy Cole C. Jeffrey & Judith M. Cook Anne Cooley Pudsie & Sidney Cooley Barbara Cossin Jeffrey & Robin Cossin Joel & Janis Creeger Brenda & Alan Curtis Jonathan Dane Melissa Dane Muriel Dane Steve & Amy Dane Hyman Darling Rabbi Justin David Lloyd David Allen & Judith Davis Michael & Nancy Delson Daniel Deutsch George & Sherry Dickerman George Dickstein Mark & Phyllis Dindas Sheila K. Donath Sue Donnelly Catherine H. Dorison Joseph S. Dorison Meredith & Ze’ev Dragon Lois Dubin & Ben Braude Rabbi David Dunn Bauer John Eckstein Phyllis Eckstein Charles Ehrenberg Melva Eidelberg James Eisenstock Carol H. Engelson Charles & Lorie Epstein Margaret (Peg) Epstein Dr. Benjamin & Adena Falk Dr. George & Sylvia Falk Laurie Falk Davidowitz Esta M. Farkas
Paul Farkas Barry Federman Richard Fein William Feinberg Steven Feiner Stanley & Diana Feld Allan Feldman & Sarina Ergas Andy & Robin Feldman Donna Feldman Joel Feldman Robert S. & Katherine Vorwerk Feldman Steve Feldman Marlene Fine Barbara & Bruce✡ Finkel William J. Firestone Stuart M. Fischman Lisa Fletcher-Udel William & Lynn Foggle Donald Frank & Ronnie Rom Michael & Donna Frankel Seymour Frankel Betsey Freedman Betsy Heit Gaberman Dr. Jonna I. Gaberman Diane Garey Eiran Gazit Penina & Mickey Glazer Evalyn G. Glickman Myra & Jerome Gold Renine Gold Helen & Shefford✡ Goldband Albert Goldberg Norbert Goldfield & Sandra Matthews Josh & Marina Goldman Judith Goldman & Sheldon Snodgrass Dr. Marc A. Goldman Susan Goldman Alan Goldsmith Irma Goldsmith Nancy Goldsmith Joseph & Barbara Goldstein Jeffrey Goldwasser & Jonquil Wolfson Rachael & Molly Goren Jackson-Watts Leah Gottlieb Klara P. Grape Jordan & Laura Green Ed Greenbaum Dr. Elliot B. Greenberg Janice M. Greenberg Mel Greenberg Howard Greene Stuart & Vicky Greene Joshua P. Grey Harold Grinspoon Arthur & Peggy Grodd Jeff & Margie Grodsky Ronald & Susan Grodsky Haim & Yaffa Gunner Ann R. Guttman Susan & Richard Halpern Beatrice & Frank Hano Ann J. Hastings Ellen Heffan Karen Helfer & Rich Madowitz Sue Heller Pearl Hellman Tom Henshon Leon & Ina Herman Karen Hirsch Kuhr David & Laura Hirsh Michael Hirshberg Katya Hott Lawrence Hott Irving & Frieda Howards Len “Eliezer” Huber Michael & Roberta Hurwitz Ted & Judy Ingis Devorah Jacobson & Margaret Mastrangelo Harold & Marcia Jester
Dr. John Joelson Bob & Candy Kahan Hollie Kalkstein & Bob Weitzman Mordechai Kamel & Sara Weinberger Carol Kaminsky David & Ruth Kane Levit Scott & Erica Kaplan Steven Karas & Lynne Satlof-Karas Seymour Karpen Carol Katz David & Ruth Katz Jacqueline Katz Laura Katz Maurice (Maury) Katz✡ Ellen Kaufman Gary & Amy Kaufman Howard & Nancy Kaufman Oran Kaufman & Danielle Barshak Linda & Robert Kay Lisa Kessler Marlene & Jerome✡ Kimball Tyler S. Kimball George Kittredge Sidney Kittredge Lawrence Klein Sarah Klein Edward & Susan Kline Curt Kohlberg & Allegra Manacher Albert A. Kohn✡ Lois Jandzinski Koltz Dr. Jeff Korff Steven Korn Chaim Kosofsky Rabbi Noach Kosofsky Bettie S. Kravetz Carol & David Krentzman Samuel Krentzman Karen & Saul Kuhr Dr. Mitchell J. Kupperman Geoffrey Kurinsky Avrom Kushner & Nancy Posnick Kushner Robert Kushner & Connie Ryder Eli Kwartler & Barbara B. Jenkins Ira Laby Michelle Lancto Rose Lander & Rabbi Yechiael Fred & Brenda Landes Jonathan Lasko Michael & Debra Latour Melvin Lavin Zelma Lavin Jack Leader & Judith Haber Ronnie Leavitt Jeannine LeBlanc Jeff & Rickie Leiter Bruce Leshine Elizabeth Leshine Jennifer Levi Joanne Levin Andrew S. Levine Dr. Stephen & Joan Levine Toby H. Levine Peter Levy Elyse Lichtenthal Miriam Lieff Donna Lilborn Erna Lindner-Gilbert Amy Lindner-Lesser Iris Diamond Linson John & Karen Loeb Jay & Bea Loevy Helen Maislen Jeffrey H. & Sharon Mandell Stanley & Rebecca Marcus Pearl-Anne & Nathan Margalit Robert Marmor Ellen K. Masters Lauren Meade Ben Meyers Stuart & Lee Meyers
Adele Miller Margaret Miller & John Christopher Zane Mirkin Jack Missry Susan Mosler Jerome Munic Dr. Ronald & Ronnie Nadel Beverly & Allen P. Nadler Michael & Jacqueline Neiman Dorothy Nemetz Joshua A. C. Newman Robert Newman✡ Jeffrey Novak Lisa Oram & Steve Brown Anita Page Jodi & Teri Page-Lacoff Ronda G. Parish Shirley Parish Dr. Arthur Pava Jeremy & Ann Pava Michael & Beth Paysnick Adam Peck Lisa Perlbinder Porter & Tom Porter Rabbi Saul Perlmutter David Peskin Deborah Peskin Alan Peterfreund Minna Pfeffer Daniel Plotkin Mollie Plotkin Julianne M. Port Robert & Jeanne Potash Avi & Courtney Pupkin Edward & Linda Radding Dr. Robert & Marilyn Rappaport David Ratner Ellen Ratner Eric (Rick) Ratner Todd Ratner Burton S. & Marjorie C. Resnic Julie Robbins David & Carol Roberts Seth Roberts Hyman & Jackie Robinovitz David S. Rosen Sylvia S. Rosen Joan Rosenbaum Suzanne Rosenberg Dr. Alan Rosenfeld & Jean Connor Dr. Michael A. & Joan Rosner Janice Rittenburg Rossbach Michael Rothberg Debbie Rubenstein Ariella Ruderman Ron & Brenna Sadowsky Joanne Saltman Paul & Phyllis Salvage Joan Saperstan & Josette Henschel Anita Sarro Stella Schecter John Schieffelin Jr. Shelley (Lois) Schieffelin Arlene D. Schiff Gary Schiff David & Barbara Schimmel Sara Schley & Joe Laur Mal & Sally Schneider Meyer✡ & Naomi Schoenberg Deborah & Stephen Schreier Cathy Fischer Schwartz Murray & Peggy Schwartz Pamela Schwartz Dr. Richard & Helene Segool Alan Seigel Laurie Seigel Oscar & Ruth Seldin Sgan Family Charitable Fund Cantor Morton & Frances Shames Rabbi Mark Dov & Marsha Shapiro David Sharken & Joanne Jaffin Gary & Caryl Shaw
Harvey Shrage Fred & Marcy Shuster Martin Silver Sylvia Silverberg Richard Simons & Marcie Greenfield-Simons Linda M. Sinapi Barbara & Ted Slovin Leo Slutzky✡ Fay B. Smith James M. Smith Pamela Anne Smith Elisa & Mark Snowise Benjamin Sokol Marshall Solomon Armand & Sherry Souliere Judith Souweine Harold Sparr Grace Sperling Dr. Deborah & Howard Starr Alison Husid Strausberg Randi Stein Roman & Yana Stein David & Jeni Steinberg Gerald & Barbara Steinberg Robert L. Stern & Judith S. Glaser Shelley Steuer Mark J. & Melanie Stone Steve & Patty Sussman Ken & Kitty Talan Robert & Sharon Tariff Joan Temkin Herb Tobin Jocelyn Tobin Abraham Todd Eli Todd Hannah Todd John Todd Maurice & Eliane Tonkin Corrie Sheila Trattner Dr. Howard & Carlin Trietsch Jane Trigere Alba Tutnauer Robert Tutnauer Jessica Tropp Edward Udel Michael & Joan Ury Judy & Mark Usow Henry & Beate✡ Voremberg Alexandra Warshaw Phil & Kathy Weilerstein Laurie H. Weinberg Abbie Weiss Anne Weiss Joel F. Weiss Joel M. Weiss Josh Weiss & Adina Elfant Meyer Weiss Phyllis Weiss Ruth Weiss Steven Weiss & Carol Daigle Hermine Levey Weston Delmar C. Wilcox Florence Wineberg Karen Winer Stanley Winer Dr. Bruce Wintman Amy Wolpin & Barry Rothenberg Guy A. Wood Herbert B. Wood Jr. Stephen & Beverly Woolf James E. Young Bil & Rebecca Zarch Matthew & Debra Zieper Roberta & Sidney Ziff Brian & Ilyssa Zippin + 108 Anonymous Donors
✡ - Of Blessed Memory
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INVEST WISELY AND WITH CONFIDENCE: JEF takes a conservative approach to investing, focusing first on the preservation of principal and second on growth. Our Investment Committee uses an asset allocation model intended to preserve capital and provide growth, ensuring continued financial support for the community. Ten percent of our portfolio is held in Israel Bonds – providing both a good investment and support for the State of Israel.
2011 JEF Investment Portfolio
2011 JEF ASSETS
Other Investments 1%
Total Fixed Income Portfolio 32%*
Total Domestic Equity Portfolio 51%
Total International Portfolio 16%
* Special target of 10% of the overall portfolio is invested in Israel bonds.
Domestic Equity Portfolio XVanguard - S&P 500 Fund VIFSX........................................$ 3,794,790 XVanguard - Large Cap Growth Index VIGSX......................$ 4,768,847 XVanguard Small Cap Value Index Fund VISVX..................$ 604,952 XVanguard Mid Cap Value Index Fund VMlSX.....................$ 1,161,679 XVanguard Small Cap Growth Index Fund VISGX..............$ 2,112,703 XVanguard - Large Cap Value Index VVISX.........................$ 3,777,003 International Portfolio XVanguard European Stock Index Fund VESSX.................$ 2,664,415 XVanguard Pacific Stock Index Fund VPASX.......................$ 1,379,635 XVanguard Emerging Markets EFT VWO.............................$ 1,076,445 Fixed Income XIsrael Bonds...........................................................................$ 3,075,000 XVanguard Short-Term Bond Index Fund VBSSX X X& Money Market.................................................................$ 3,563,516 X Vanguard Total Bond Market Index Fund VBTSX.............$ 3,402,035 Other Investments...................................................................$ 165,875
Growth of the JEF Portfolio
Total JEF Assets....................................................................$ 31,546,895.
(1990-2011*)
35 30 25
$26.8M
20
$30.1M
$31.5M $27.8M
$21.4M
15 10 5
7
0
$11.4M
$4.7M 1990
1994
1998
2002
2006
2009
2011
*thru 7/31/11
31,546,895
Grants from donor advised and donor restricted funds JEF grants – or charitable distributions – were over $3.2 million during the period of August 1, 2009 through July 31, 2011. This sum includes distributions from donor advised (including B’nai Tzedek) and restricted funds. During the same period, scholarships of $99,185 were awarded: $82,030 to students pursuing their undergraduate or graduate degrees, and $17,155 was awarded to individuals traveling to Israel.
Recipients of grants from donor advised and restricted funds represent a wide range of non-profit organizations, locally, nationally, and in Israel:
Grants to Federations: $1,006,985
Grants to Jewish Agencies: $504,288
● Greater Miami Jewish Federation ● Jewish Federation of Collier County ● Jewish Federation of Palm Beach County ● Jewish Federation of South Palm Beach County ● Jewish Federation of the Berkshires ● Jewish Federation of Western Massachusetts (includes JEF, Rachel’s Table, Hatikvah Holocaust Resource Center)
● Adolph and Rose Levis Jewish Community Center ● American Friends of Magen David Adom ● American Friends of United Jewish Israel ● American Jewish Joint Distribution Committee ● Anti-Defamation League ● CAMERA: Committee for Accuracy in Middle East Affairs ● Cornell Hillel Foundation ● Hadassah of Wycliffe ● Hadassah: The Women’s Zionist Organization ● Hebrew Free Loan Association ● Hevreh of Southern Berkshire ● Hillel at Syracuse University ● Hillel at UMass ● Hillel: The Foundation for Jewish Campus Life ● Holyoke Jewish Seniors, Inc. ● Jewish Agency for Israel
Grants to the Arts: $27,879 ● Barrington Stage Company ● Berkshire Museum ● Berkshire Theatre Festival ● Boston Symphony Orchestra, Inc. (Tanglewood) ● Cape & Islands Chamber Music Festival ● City Stage ● Community Music School of Springfield ● Jacob’s Pillow Dance ● Kravis Center for the Performing Arts ● Massachusetts Museum of Contemporary Art ● Naismith Memorial Basketball Hall of Fame ● Naples Museum of Art ● Palm Beach Dramaworks ● Shakespeare & Company ● Springfield Council for Cultural and Community Affairs ● Springfield Library and Museums ● Springfield Symphony Orchestra Association, Inc. ● Sterling & Francine Clark Art Institute ● Summertrios Incorporated ● The Theater Barn ● WFCR Foundation, Inc. ● WGBY/Channel 57
● Jewish Community Center of Greater Boston, Inc. ● Jewish Council for Public Affairs ● Jewish Family Service of Western Massachusetts ● Jewish Foundation for the Righteous ● Jewish Geriatric Services ● Jewish Historical Society of Western Massachusetts ● Jewish National Fund ● Jewish Nursing Home ● Jewish War Veterans ● Moishe Foundation ● National Council of Jewish Women, Inc. ● National Yiddish Book Center ● New Israel Fund ● Project Y’aleh V’Yavo, Inc. ● Springfield Jewish Community Center
Grants to Jewish Education: $859,489 ● Birthright Israel Foundation ● Hebrew High School of New England ● Heritage Academy ● Lander~Grinspoon Academy ● Lubavitcher Yeshiva Academy ● The Rashi School ● Jewish Independent School ● Sinai Academy of the Berkshires
Grants to Other Educational Institutions: $101,557 ● American Friends of Hebrew University ● Bay Path College ● Bentley University ● Berkshire Community College Foundation ● Children’s International Summer Villages, Inc. ● Clarke School for the Deaf ● College Fund ● De La Salle High School ● Dean College ● Long Island University ● Longmeadow Public Schools
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● Loomis Institute ● The MacDuffie School ● New York University / Stern Fund ● The President and Fellows of Middlebury College ● Springfield College ● Springfield Day Nursery Corporation ● Springfield Technical Community College Foundation ● Suffield Academy ● Syracuse University ● University of Buffalo Foundation, Inc. ● University of Massachusetts ● University of Vermont ● West Springfield Public Schools ● Western New England College ● Williston Northampton School ● Worcester Academy
Grants to Synagogues: $324,784 ● Ahavath Sholom ● Alliance of Orthodox Congregations (Congregation B’nai Torah) ● Beit Ahavah ● Center Meeting House ● Chabad Center of Acton ● Chabad House at Amherst ● Chabad of Berkshire County ● Chabad of Bradenton ● Congregation Beth Am ● Congregation Beth El Tzedek ● Congregation Beth Israel ● Congregation B’nai Israel ● Congregation Knesset Israel ● Congregation Or Atid ● Congregation Rodphey Sholom ● Congregation Sons of Zion ● Falmouth Jewish Congregation ● Neshama Center ● Sinai Temple ● Temple Anshe Amunim ● Temple Beth Ami ● Temple Beth El ● Temple Beth Shira ● Temple Beth Sholom ● Temple Israel ● Temple Rodeph Torah ● Temple Shalom ● Tiferet Bet Israel ● Upper Valley Jewish Community
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Grants to Social Service Agencies & Others: $80,500
Grants for Health and Wellness: $187,679 ● Alzheimers Assocation, Massachusetts Chapter ● American Cancer Society ● American Diabetes Association ● American Heart Association ● Baystate Health Foundation ● Baystate Visiting Nurses Association & Hospice ● Berkshire Medical Center Inc ● Camphill Village USA Inc ● Cancer House of Hope ● The Children’s Fund for Glycogen Storage Disease Research ● Dana Farber Cancer Institute, Inc. ● Diabetes Research Institute Foundation ● Faulkner Hospital ● Fidelity Charitable Gift Fund (E Randolph Tucker Foundation) ● Hartford Hospital ● Jimmy Fund/Dana Farber Cancer Institute ● Joslin Diabetes Center ● Lahey Clinic Affiliated Services, Inc. ● The Larry and Lorie Lickstein Foundation, Inc. ● Leukemia & Lymphoma Society ● Lupus Foundation of New England, Inc. ● March of Dimes ● Martha’s Vineyard Hospital, Inc. ● Massachusetts General Hospital ● National Multiple Sclerosis Society ● New York Road Runners ● Pan Mass Challenge ● Papanicolaou Corps for Cancer Research Inc. ● Rett Syndrome Research Trust ● Sisters of Providence Health System ● Special Olympics International, Inc. ● Sunrise Day Camp ● Susan G. Komen Breast Cancer Foundation, Inc. ● Tourette Syndrome Association, Inc.
● ACCESS ● American Red Cross – Pioneer Valley Chapter ● Ascent: A School for Individuals with Autism ● Association for Community Living ● The Ausbon Sargent Land Preservation Trust ● CARE ● Community Foundation of Western Massachusetts ● Dunbar Community Center ● The Food Bank of Western Massachusetts ● Goodwill Industries of Springfield-Hartford ● The Hundred Club of Massachusetts ● Longmeadow Beautification Fund ● Make a Wish Foundation of Western Massachusetts ● Planned Parenthood League of Massachusetts ● Salvation Army-Springfield Citadel ● Springfield Partners for Community Action ● Springfield Public Forum ● Springfield Rescue Mission ● UNICEF New England ● United Way of Pioneer Valley ● Women’s Fund of Western Massachusetts
Unrestricted Funds
● Richard Leaderman Family Fund ● Ruth & Joel Leavitt Endowment Fund ● Muriel & Robert Leers Family Fund ● Bea & Jay Loevy Fund ● Stuart & Karen Meyers Family Fund Unrestricted Funds, funds not designated for a specific purpose, are a critical ● Arthur & Helen Pava Family Fund component of JEF’s financial resources. The income from these funds provides ● Thomas Andrew Perry & Everett K. Perry Charitable Fund grants for new initiatives and resources for emergencies. These funds enabled ● Samuel D. Plotkin Memorial Fund JEF to provide $230,000.00 in incentive grants to agencies participating in ● Oscar & Heidi Plotkin Family Endowment Create a Jewish Legacy of Western Massachusetts. Unrestricted Funds also Fund ● Mortimer & Anne Polep Family Fund made possible $77,500 in grants for the following programs in 2010: ● Deborah Kaplan Polivy Fund ● Gertrude & Jacob Popkin Charitable Fund ● Springfield Jewish Community Center – Maccabi Games ● Simon & Florence Posnick Family Fund ● Hillel House at UMass – Enhancing Jewish Learning Program ● Posnik Family Fund ● Congregation Sons of Zion – Handicap Access Project, Phase II ● George H. Rapaport Memorial Fund ● Bernard and Janice Reisman Family Trust ● Jewish Federation of Western Massachusetts / Jewish Family Service – Urgent ● Seth & Kathy Roberts & Steven & Georgianne Economic Response Program Roberts Family Fund ● Lander~Grinspoon Academy/Heritage Academy – Judaics Studies Coordinator ● Arleen Roberts Fund ● Beit Ahavah – Nourish the Soul: A Journey of Connection through Music and Art ● Jacob Z. & Anne S. Robinson Fund ● Harold & Belle Rosen Fund ● Marcia Rosen Memorial Fund In 2011, the JEF used its Unrestricted Funds to provide an $80,000 grant ● Evelyn Rosen Fund to Federation for its 2011 Annual Campaign which will, in turn, benefit ● Steven and Diane Rosenkrantz Fund Federation’s constituent agencies. Unrestricted Funds totaled $1,922,580 as ● Leah Rosenberg Rowe Fund ● James & Barbara Sadowsky Family Fund of July 31, 2011. ● David Saffer Special Fund ● Carol J. Schimmel Memorial Fund ● Lillian, Clara & David Goldberg Memorial Fund Unrestricted Funds ● Dr. Milton R. Schimmel Family Fund ● Constance Katz Golber Family Fund ● Ken & Rosalie Abrahams Anniversary Fund ● Malcolm & Sally Schneider Family Fund ● Mollie M. Goldberg Fund ● Amy Kohlberg Quinlan Memorial Fund ● Beryl and Ernest Schwartz Unrestricted Fund ● Ellen and Mark Gold Unrestricted Fund ● James & Nancy Aronson Family Fund ● Philip Schwartz Memorial Fund ● Herbert & Shirley Goldstein Fund ● Kitty and Jay Berger Fund ● David A. & Deborah A. Goodman Family Fund ● Sylvia & David Shifrin Family Fund ● Gerry Berg Family Special Occasion Fund ● David & Michelle Shrair Family Fund ● Herbert Goodman Family Fund ● Laura and Arnold Blake Family ● Barry & Jane Shulman Family Fund ● Alan & Joan Goodman Family Fund Unrestricted Fund ● Joan Schepps Silver Life Master Fund ● Daniel E. & Kathy K. Goodman Family Fund ● Anne Bloom Special Birthday Fund ● Adele B. Snyder Fund ● Harold Grinspoon Family Fund ● Elliot & Anne Bloom Charitable Fund ● Irma & Robert Squires Endowment Fund ● Arthur & Peggy Grodd Family Fund ● Stanley Boryszewski Memorial Fund ● Elizabeth & Eric Stahl Family Fund ● Millie Grodsky Fund ● Alan and Sheila Budnick Memorial Fund ● Edith & Joseph Swirsky Fund ● Susan and Ronald Grodsky Unrestricted ● Alan & Sheila Budnick Fund ● Henry Vollmer Fund Fund ● Edward and Jean Canter Charitable Fund ● Ruth K. & Ralph B. Webber Fund ● Harvey Gruskin Memorial Unrestricted Fund ● Edward I. Canter Fund ● Franklin & Ruth Weiss Thirty-fifth ● Mandell Gutfarb Endowment Fund ● Fred and Shirlee Cardarett Unrestricted Fund ● Susan Halpern 40th Birthday Fund Anniversary Fund ● Eleanor & Leon Carman Fortieth ● Franklin W. Weiss Family Fund ● Bruce, Margie, Jeffrey, Stacey Hambro Fund Anniversary Fund ● Ruth Weiss Sixtieth Birthday Endowment ● Richard and Erna Hausmann Unrestricted ● Richard and Lori Chase Family Fund Fund Fund ● Cohen Family Fund ● Sylvia & Lester Wernick Fund ● Marcelle & Irving Horowitz Fiftieth ● Brenda & Alan Curtis Fund ● Dorothy & Zane Wernick Special Anniversary Fund ● L Dashevsky Memorial Fund for Charles A Anniversaries Fund ● Judith & Theodore Ingis Fund Denis & Muriel D. Siegler ● A.O. White Special Birthday Fund ● David & Janet Kalicka Family Fund ● Steven & Donna Feldman Family Fund ● Wile Fund ● Leonard A. Kamaras & Sara Kamaras ● Sam & Ann Filler Endowment Fund ● Stanley, Karen, Alyssa, Darcy, & Meredith Pellett Fund ● Aaron Fineberg Memorial Fund Winer Family Fund ● Adolph Katten Family Fund ● Susan & William Firestone Fund ● Madeline & Morris Zilberberg Memorial Fund ● David & Ruth Katz Family Fund ● Addie & Bob Firestone Family Fund ● Robert L. & Lanette K. Zimmerman Fund ● Maurice & Lynn Katz Fund ● Robert S. & Rosalind Friedman Fund ● Myron & Fannie Zimmerman Fund ● Simon J. & Rosalind Katz Fund ● Edwin Ginsburg Memorial Fund ● Sylvia Zucker Unrestricted Fund ● Florence & Julius Katz Fund ● Myra & Jerry Gold Family Fund ● Karl & Lillian Zuckerman Fund ● David & Robin Kimball Family Fund ● Shefford & Helen Goldband Fifieth Wedding ● Norman & Edward Lavin Endowment Fund ● Karl Zuckerman Family Charitable Fund Anniversary Fund ● Zelma & Richard Lavin Fund ● Shefford & Helen Goldband Family Fund
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Donor Advised Funds Donor Advised Funds (DAF) help donors to meet their short term philanthropic goals. When someone establishes or adds to their DAF, he/she gets the full tax deduction for contributions of cash or securities held for at least one year. They can then make recommendations for grants from the fund to qualified charitable organizations. To carry on their tradition of charity, donors may name their children to make recommendations after their lifetime. Donor advised funds totaled $6,086,382 as of July 31, 2011.
Donor Advised Funds
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● Kenneth & Rosalie Abrahams Family Fund ● Ronni Susan Bloom Memorial Fund ● Elliot and Anne Bloom Family Netzach Fund ● Irving & Sylvia Cohen Family Philanthropy Fund ● Alan & Brenda Curtis Philanthropic Fund ● Milton and Martha Dalitzky Family Foundation ● George & Sherry Dickerman Family Foundation ● Mark & Phyllis Dindas Family Philanthropic Fund ● Epstein Family Donor Advised Fund ● Falk Family Charitable Fund ● Ann Feldman Memorial Heart Fund* ● Donna Feldman Philanthropic Fund ● Steven & Donna Feldman Family Philanthropic Fund ● Ann Filler Charitable Fund ● William & Lynn Foggle Holocaust Studies Fund* ● Joseph D. Freedman Family Foundation ● Gaberman Family Fund ● Richard M. Gaberman Jewish Federation Fund ● Ira Gaberman Philanthropic Fund ● Jonna Gaberman & Bruce Wintman Family Fund ● Helen & Shefford Goldband Philanthropic Fund ● Kathy & Daniel Goodman Family Fund ● David & Deborah Goodman Family Fund ● Dr. Bernard and Samra Gotlib Family Fund ● Leslie N. & Michael Grodsky Memorial Fund* ● Harold Grinspoon Endowment Fund ● Steven Grinspoon & Winifred Sandler Charitable Fund ● Susan and Ronald Grodsky Family Fund ● Leslie N. & Michael Grodsky Memorial Fund ● Lynne D. and Gilbert A. Haberman Family Fund ● Sheila G. Halpern Family Charitable Fund ● Herbert M. Halpern Family Charitable Fund ● Marjorie and Bruce Hambro Family Charitable Fund ● Stella and Samuel Izenstein Family Fund
● Maurice N. and Lynn Katz Fund ● Kline Family Philanthropic Fund ● Alissa and Steven Korn Family Charitable Fund ● Neal & Estelle Lakritz Family Philanthropic Fund ● Julian & Barbara Leavitt Family Fund ● Stephen and Joan Levine Family Fund ● Robert and Susanne Osofsky Family Fund ● Jeremy and Ann Pava Family Fund ● Arthur H. Petlock Fund ● Susan and Stanley Polansky Family Fund ● Charles L. Polep Family Charitable Fund ● The Popkin Foundation ● Simon & Florence Posnick Family Philanthropic Fund ● Jacob Z. and Anne Robinson Family Fund ● James and Barbara Sadowsky Family Fund ● Ronald & Brenna Sadowsky Family Charitable Fund ● Sophie Schaffer& Family Philanthropic Fund ● Sally and Malcolm Schneider Family Foundation ● Naomi and Mickey Schoenberg Family Fund ● Lynn Schwartz Philanthropic Fund ● Dr. Jacob B. & Estelle G. Shammash Family Fund ● Morty Shapiro “Never Say No” Charitable Foundation ● Mark & Jane Sherman & Mollie Sherman Family Fund ● Samuel and Helen Skolnick Family Fund ● Diane Troderman Fund ● Linda & Jerry Wainick Family Philanthropic Fund ● Wendy & Neal Webber Family Fund ● Franklin & Ruth Weiss Family Charitable Fund ● Stuart and Nanette Rubin Weisenberg Fund ● Zane & Dorothy Wernick Philanthropic Fund ● Harold and Nicolette Wernick Special Fund ● Harold & Nicolette Wernick Family Philanthropic Fund ● Jerome M. Wiener Family Charitable Fund *These donor advised funds are restricted by purpose.
B’nai Tzedek Teen Philanthropy Program The B’nai Tzedek Teen Philanthropy program, initiated over 10 years ago in partnership with the Harold Grinspoon Foundation, introduced teens to Jewish philanthropy by establishing mini donor advised funds from which they could make an annual recommendation to a Jewish charity.
From inception through March 31, 2009, 690 B’nai Tzedek Funds were created. The combined balance of these funds as of July 31, 2011 was $466,601.
A total of $12,136 was granted to Jewish organizations during the 2010 and 2011 fiscal years.
Overall, this program has generated 2,219 grants totaling $65,855 to Jewish organizations since it began in 1997.
Restricted Funds Restricted Funds can be funds dedicated to a special purpose or designated to a particular organization, agency, or synagogue. Whether someone wishes to support the Federation’s Annual Campaign, provide scholarships for students attending Jewish day schools, or make funds available for individuals wishing to travel to Israel – they can create a restricted fund that can be personalized with the donor’s specific goals in mind. Highlighted below are the restricted funds of the Foundation having a combined balance of $20,354,730 as of July 31, 2011.* *Balance includes anonymous funds
Field of Interest Funds
Jewish Education
● Brenda Jane Allen Memorial Fund ● Lloyd Bardach B’nai B’rith Scholarship Fund ● Jonathan Greenbaum Memorial Bar Mitzvah Fund ● McDonald’s Harold Rosen Children’s Fund
● Sharon B. Cohen Fund ● Ida & Harry Gaberman; Anne & Jonas Heit Charitable Fund ● Hebrew Education, Culture & Israel Scholarship Fund ● Fund for Jewish Education ● Marlene & George Kittredge Fund for Jewish Education
Disabilities
Jewish Women & Girls
● Eugene & Rhoda Zeller Family Fund
● NEFESH-Nurturing the Feminine Spirit of Hope Fund
Children and Youth
Elderly ● Fund for the Elderly ● Joseph Izenstein Memorial Fund ● Anne Miskovich Restricted Fund for the Elderly ● Ida J. Salit Fund for Senior Life
Holocaust Education ● William & Lynn Foggle Fund for Holocaust Education
Israel ● Anna P. Housen Fund for Israel ● Fred Weiss Fund for Israel ● Sylvia Zucker Children’s Fund
Israel Study & Travel ● Jody Berg Memorial Fund ● Lillian and Phillip Bessoff Simcha Restricted Fund ● Lynn and William Foggle 50th Anniversary Fund for Israel Scholarships ● Israel Youth Scholarship-March of the Living Scholarship Fund ● Melvin & Florence Lavin Fund for Israel Travel ● Nathan & Joan Libby Jewish Education Fund ● Fund for Teen Travel ● Irving & Mollie Merrill Scholarship Fund ● Totsy Foundation March of Living Scholarship Fund
Missions ● Belle Rosen Memorial Fund ● Steven & Donna Feldman Mission Fund ● Harold Rosen Memorial Fund for Missions to Israel ● Mission Fund: Businessman’s Mission Funds
Professional Development ● Fund for Leadership Development ● Sally Grinspoon Fund for Jewish Leaders ● Coopers & Lybrand Endowment Fund ● Maurice Kurn Memorial Fund ● Moriarty & Primack Endowment Fund
Resettlement ● Local Resettlement Fund of the Jewish Federation
Scholarship Funds ● Springfield Council of Jewish Women Funds ● Pearle Poltenson Aaron and A. Allen Aaron Fund ● Gertrude Adelstein & Sidney Adelstein Fund ● Stanley & Gertrude (Gerry) Asinof Fund ● Pauline A. Asinof Scholarship Fund ● Asinof-Dunn Breakfast Fund for SCJW ● William Barowsky Memorial Fund ● Daniel Berg Fund ● Leah Ruth Chase Scholarship Fund
● Lillian R., A. Abraham Benton & Rose Corbert Fund ● Bernard S. Dunn Award Fund ● Harry & Claire Edelson Scholarship Fund ● Maurice & Eunice Elion Scholarship Fund ● Anne B. Frank Scholarship Fund ● Ida & Robert Freedman Scholarship Fund ● Lucie Friedman Fund ● The Maurice L., Selden E. and Herbert M. Goldstein Fund ● Shirley Goldstein Memorial Fund ● Shirley & Herbert Goldstein SCJW Scholarship Fund ● Bea & Frank Hano Scholarship Fund ● Sandra and Bruce Haskin Scholarship Award ● Gary A. Jennison Fund ● Sylvia B. and Benjamin H. Katz Fund ● Ida & Louis, Milton & Edith Katz Fund ● Bertha B. Kittredge, Alfred H. Webber & Ralph G. Webber Scholarship Fund ● Iris & Edward Krintzman Fund ● Hannah Maisel Scholarship Fund ● Mary Louise & Newell Nissenbaum Scholarship Fund ● Amy Reiner Memorial Scholarship Award ● Potter (Vera, Leon, Ivan), Sloane (Julia, Homer W.), Slutskin (Sofia, Maurice) Family Memorial Scholarship Fund ● Lenore F. Roberts Scholarship Fund ● Antonio Silva Scholarship Award ● Springfield Council of Jewish Women Scholarship Fund ● Isadore Arthur Siegel Fund ● Edna & Abe Simons Fund ● Harvey & Madge Stein Scholarship Fund ● The Weltman Family Fund
JEF Common Fund ● Cantor Kalman Chaitovsky Memorial Scholarship Fund ● Blanche Alport and Mandell Gutfarb Memorial ● Scholarship Fund for Judiac Studies ● Edna Frankel (JEF) Memorial Scholarship Fund ● Jonas B. & Anne R. Heit Foundation Fund ● Leslie and Beatrice Kahan Scholarship Fund ● Max, Frances & David Neigher Scholarship Fund ● Jeffrey A. Parish Fund for Study Israel ● Aaron Posnik Family Fund ● Bertha and Abraham Ritterman Scholarship Fund
Social Justice
● Honorable Frank Freedman Memorial Fund ● Adele Beck Memorial/Community Relations Council Fund ● Fund for Social Justice ● Harold Grinspoon & Diane Troderman Tzedakah Fund
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Funds for Agencies
Jewish Day Schools
JEF is honored to maintain funds for the benefit of our local agencies, synagogues and organizations as part of our philanthropic service to the community.
Hebrew High School of New England
Synagogues Alliance of Orthodox Congregations
Heritage Academy
● Ruth & Fred Weiss Fund for Sinai Temple ● Jerry & Linda Wainick Family Fund for Sinai Temple Youth Program ● Sinai/Federation Charitable Foundation, Inc. ● Sinai Temple Restricted Fund
● Noel Burke Special Needs Memorial Fund - Heritage Academy ● Edward and Jean Canter Heritage Academy Fund ● Rev. Joseph B. & Mrs. Lena Freedman Family Scholarship Fund ● Goodman Family Fund - Heritage Academy Israel Study Tour Rest Fund ● Greenbaum Family Fund for Heritage Science Programs ● Heritage Academy Endowment Fund ● Heritage Academy Teachers Fund ● Heritage Academy 21st Century/HGF Fund ● Yetta & Louis Izenstein Education Fund ● Ida Margolis/Sheldon Saffer Trustee Restricted Fund ● Arthur & Rebecca Marshall Fund for Heritage Academy ● Edward J. Naurison Memorial Fund ● Morton S. Naurison Family Fund ● Charles L. Polep Heritage Academy Fund ● Gertrude & Jack Popkin Memorial Scholarship Fund ● Heritage Academy Fund ● Herman A. & Gail L. Rickless Academic Scholarship Fund ● Harold and Belle Rosen Charitable Fund ● Grenna Saffer Memorial Fund of Heritage Academy ● Louis and Sheldon Saffer Memorial Scholarship Fund for the Heritage Academy Israel Study Tour ● Weiss Firestone Fund for Israel Education at Heritage Academy ● Karl Zuckerman Family – Heritage Academy Fund
Temple Beth El
Lander~Grinspoon Academy
● David & Ruth Bennett Endowment Fund for Children at Temple Beth El ● Congregation B’nai Jacob Cemetery Fund ● Shefford Goldband Memorial Fund for Temple Beth El ● Simon J. Katz Fund of Temple Beth El ● Totsy Fund for Sandi Kupperman Learning Center of TBE ● Beth A. Lieberman Niejadlik Endowment Fund
● Lander~Grinspoon Academy Fund
● Alliance of Orthodox Congregations Cemetery Endowment Fund ● Alliance of Orthodox Congregations Restricted Fund ● Kermit R. Barger Memorial Fund ● Beth Israel Sisterhood Endowment Fund ● Paul & Charlotte Bloom Fund – Congregation Kodimoh ● Ann Filler Fund of B’nai Torah ● Dr. Louis Izenstein Memorial Lecture Fund ● Benjamin H. Katz Family Chanukah Fund ● Kodimoh Sisterhood Endowment Fund ● Charles L. Polep Congregation Kodimoh Fund ● Muriel Schwartz Memorial Fund for Congregation Kodimoh
Congregation Sons of Zion ● Congregation Sons of Zion Cemetery Fund ● Congregation Sons of Zion Centennial Endowment Fund ● Congregation Sons of Zion Restricted Fund
Jewish Community of Amherst, Inc. ● Jewish Community of Amherst, Inc. Fund
Sinai Temple
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● Hebrew High School of New England 21st Century/HGF Challenge Fund ● Charles L. Polep Hebrew Hign School of New England Fund
Lubavitcher Yeshiva Academy ● Nathaniel Haber Memorial Fund for LYA ● Kittredge-Webber Lubavitcher Yeshiva Academy Fund ● Lubavitcher Yeshiva Academy 21st Century / HGF Challenge ● Nathan N. Metz Memorial Scholarship Fund for Yeshiva Academy
Sinai Academy of the Berkshires ● Dr. Michael Nathan Shute Memorial Scholarship Fund ● Sinai Academy of the Berkshires 21st Century/HGF Challenge
Jewish Organizations and Agencies Hebrew Free Loan Association ● Hebrew Free Loan Association Restricted Fund
Hillel at UMass ● David Liederman Endowment Fund for Social Justice and Community Service ● UMass/Amherst Hillel Endowment Fund ● UMASS/Amherst Hillel Max Goldberg Jewish Living Community Fund ● UMass/Amherst Hillel Herbert and Sayre Levi Fund ● UMass/Amherst Hillel Saul Perlmutter Endowment Fund ● UMass/Amherst Hillel Janice and Leo Rossbach Parenting and Family Life Programs Fund ● UMass/Amherst Hillel Diane Troderman Fund for Jewish Women’s Programming
Holyoke Jewish Seniors ● Holyoke Jewish Seniors Restricted Fund
Jewish Family Service
● William Sadowsky Generation to Generation Organizations Providing Fund ● Ann Filler Fund for JFS Guardianship Program ● Ruth Wallace Lion of Judah Endowment Fund Services to the Western Massachusetts Community ● Abraham Goodman Fund for Resettlement of ● Ralph G. Webber Generation to Generation New Immigrants Society Fund ● Jewish Family Service of Western ● Franklin Weiss Generation to Generation Fund Baystate Medical Center Massachusetts Restricted Fund ● Ruth Webber Lion of Judah Endowment ● Arthur & Rebecca Marshall Fund for Baystate ● Arthur & Rebecca Marshall Fund for JFS Fund Medical Center ● Mary Louise and Newell Nissenbaum ● Ruth Weiss Lion of Judah Endowment Fund Restricted Fund for Individuals with ● Leonard Tariff PACE Fund Mercy Medical Center Disabilities ● Zachor Fund ● Allan & Anita Skole Family Fund ● Arthur & Rebecca Marshall Fund for Mercy ● Dorset/Thaler Fund for JFS National Yiddish Book Center Hospital
Jewish Geriatric Services ● Fred and Shirlee Cardarett Fund for JGS ● Jewish Geriatric Services Restricted Fund ● Arthur & Rebecca Marshall Fund for Jewish Geriatric Services ● Charles L. Polep Jewish Nursing Home Fund
Jewish Federation of the Berkshires ● Jewish Federation of the Berkshires Endowment Fund
Jewish Federation of Western Massachusetts ● Laura and Arnold Blake PACE Fund ● Charlotte Bloom Lion of Judah Endowment Fund ● Edward and Jean Canter Perpetual Annual Campaign Endowment ● Herbert & Phyllis Cohen Family Fund for Immigrants to Israel ● Eunice K. Elion PACE Fund ● Solomon Freeman PACE Fund-Jewish Federation ● Shefford Goldband Generation to Generation Fund ● Herbert & Shirley Goldstein PACE Fund ● Harold Grinspoon & Diane Troderman Hatikvah Holocaust Education Fund ● Hatikvah Holocaust Education Center Restricted Fund ● JEF Perpetual Annual Campaign Endowment Restricted Fund (PACE) ● Bernice & Joseph Kalicka Fund of Rachel’s Table ● Mildred and Robert Kantor PACE Fund ● Lynn Katz Lion of Judah Endowment Fund ● Maurice N. Katz Generation to Generation Fund ● Charles and Janet Nirenberg Fund of JFWM ● Arthur Pava Star of David Campaign Endowment Fund ● Simon & Florence Posnick Hatikvah Holocaust Restricted Fund ● Rachel’s Table Endowment Fund ● Harold Rosen Generation to Generation Fund ● Rose Sadovsky PACE Fund
● A & R Marshall Restricted Fund - National Yiddish Book Center
Springfield Library and Museums
Springfield Jewish Community Center
● Bea and Frank Hano Fund for Human Rights Education
● Fred and Shirlee Cardarett Fund for JCC ● Maurice Elion Memorial Fund ● Fund for Jewish Singles ● Jewish Community Center Infund ● Jewish Community Center Restricted Fund ● Arthur & Rebecca Marshall Fund for the Springfield JCC ● Nadel Family Fund ● Charles L. Polep Jewish Community Center Fund ● Edith I. Rosenthal Fund ● Totsy Foundation – JCC Jewish Singles Program Fund ● Harry & Jeanette Weinberg Foundation Transportation Fund ● Stan & Karen Winer Fund for Jewish Singles
Visiting Nurses Association ● Charles L. Polep Visiting Nurse Association Fund
Western New England University ● A & R Marshall Fund for Western New England College
Funds Designated for Multiple Agencies ● Estate of Mitchell Berlin Restricted Fund ● Paul & Charlotte Bloom Special Charitable Fund ● Morris & Esther Okun Memorial Fund ● Harold Rosen Family Fund ● Irving Shapiro Memorial Fund
Jewish Endowment Foundation Staff Scott Kaplan Endowment Director
Michelle Lancto Endowment Associate
Julie Port Chief Financial Officer
Mary Mazza Staff Accountant
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1160 Dickinson Street • Springfield, Massachusetts 01108 (413) 732-9994 • Fax (413) 737-4348 www.jefwesternmass.org
Photos courtesy of Scott Libowitz, Debbie Peskin, the Philadelphia Maccabi delegation, Stephen Shelasky and KnoxworX Multimedia © 2010