2015 TIdewater Jewish Foundation Annual Report

TIDEWATER JEWISH FOUNDATION

2015 Annual Report

Growing the Future

Mission Statement

H

onoring the values of tzedakah and tikkun olam, the Tidewater Jewish Foundation is dedicated to creating permanent resources to meet the challenges and needs of the Jewish community. The Foundation educates individuals, families and its Affiliates on the rewards of philanthropy and facilitates the philanthropic process through planned giving and endowments.

Foundation grants and distributions serve the needs of Hampton Roads, the United States, Israel and nations worldwide. Donors partnering with TJF and its Federation and Affiliates can achieve their philanthropic goals and create their legacy for future generations.

Table of Contents

Highlights ........................................................................ 1 Message from the Chairman & President ........................ 2 Donor Perspective ........................................................... 3 Grant Recipients .............................................................. 4 Simon Family Legacy Society .......................................... 5

Our Local Agency & Synagogue Endowments • • • • • • • • • • •

Beth Sholom Home and Village Congregation Beth Chaverim Congregation Beth El Hebrew Academy of Tidewater Hillel at Virginia Tech Jewish Family Service of Tidewater Ohef Sholom Temple Simon Family Jewish Community Center Temple Emanuel Temple Israel United Jewish Federation of Tidewater

Financial Overview ....................................................... 6-7 Investment Report ........................................................... 8 Donors & Funds ...........................................................9-13 Leadership & Professional Staff........................ Back Cover *All data is as of June 30, 2015 unless otherwise noted

We extend our gratitude to our sponsor, The Colony Group, LLC, for their generous support of this Report.

2014-2015 Highlights Total combined assets of the Tidewater Jewish Foundation.

TJF distributed $6.6 million, with 950 grants supporting approximately 225 organizations.

71% of all distributions for the year came from TJF’s Donor-Advised Funds and Family Foundations.

TJF tracks over $45 million in future promises and over 650 active funds.

90% of all distributions benefited Jewish causes in the local community and worldwide.

TJF & its Affiliates received nearly 400 new gifts this year.

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A Message from the Chairman & President We are proud to report that the Tidewater Jewish Foundation (TJF) has embarked upon a new journey this past year as we enter our fourth decade of planning for and strengthening our community. After Philip Rovner retired at the end of fiscal year 2015, Scott Kaplan started in the fall of 2015, assuming the helm as only its third head of the Foundation in its rich 30+ year history.

Thanks to a smooth transition of leadership, TJF is poised to continue its growth trajectory and build upon its successes and mission to strengthen the Jewish community for future generations.

We are working in partnership to set a vision and path for the future. We are both energized by the strength and generosity of our community and the tremendous potential we still have to cultivate.

As we continue to work with senior leaders of our community who helped to build our strong foundation, we are also working to solidify the bridge to the next generation of leaders stepping up to secure our future.

Jerrold Miller Chairman

In recognition of the professionals and leaders who have come before us, thank you for your continued dedication as we look forward to an even brighter future ahead in collaboration with donors, agencies, affiliates, synagogues and our entire community. Everyone has a story to share and a LEGACY to create. We look forward to hearing YOUR STORY and creating YOUR LEGACY. May we go from strength to strength!

Scott Kaplan President & CEO

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Denise & Jason Hoffman Talk Legacy

regardless of religion.”

One exercise in particular sticks with them: the allocation of annual camradition and custom were a big part of childhood for both Denise and Jason paign dollars. “Seeing on paper where Hoffman. Both experienced structure and ritual—but the juxtaposition was the money is going, then visiting recipient sites and organizations, made the huge. While close geographically, their experiences were worlds apart. process more relevant,” Denise says.

Growing up in Brooklyn, Jason’s family was fairly observant. Weekly Shabbat dinners took place in his kosher home and attended a Solomon Schechter day Both Denise and Jason are committed school. Jason says of his childhood, “Being Jewish was certainly part of who we to maintaining the health and vitality of our Jewish community. They feel it is were.” their responsibility to make sure the community is strong for our children. They Across the water in New Jersey, Denise Vastino was busy living her own life. acknowledge that somebody came before them and made that same commit“We did all of the Catholic things. There was much structure and many rules. ment.

However, as I got older I began to stray from that mold,” Denise says of her own upbringing. “Like Jason in the Jewish world, I lived in a very Italian neighbor- They have secured their legacy through a life insurance policy. “The process was easy, it’s affordable, and it’s a great way for us to give back,” Jason says. hood. My friends were primarily Italian Catholics. We stuck together.”

“There are many options available to leave a legacy, and this option worked best Fast forward to 1999, when Jason and Denise meet at a mutual friend’s party. for Denise and me.”

Denise was not feeling well, and Jason offered her his coat. The rest is history.

Differences in their faith were not an issue. As their relationship progressed, the *Of blessed memory issue of faith took on more relevancy. “In my family there was an expectation that you would marry someone Jewish. The fact that I was moving towards not [doing so] was met with disapproval.” Denise and Jason focused on their relationship and what had brought them together: their common values and morals.

T

When asked what brought the couple to the Tidewater area, Denise said that she was ready for a change of scenery from Brooklyn to the “burbs.” They have found the Tidewater community to be welcoming and now have two children: Summer (10), and Logan (7). “They know the difference between good and bad.

They know the difference between right and wrong. They see us act as a unit regardless of the fact that we both come from different backgrounds. Everything we do, we do collectively,” Denise says of her kids. Jason adds, “I think what we’ve taught them is ‘how you get there’ becomes your business.” As for his own viewpoint, “Struggle promotes self-reflection and introspection. Denise forces me to ask why. I credit her with my being committed in the community. The question of why helps you to find your passion.”

A huge turning point for both Denise and Jason occurred in 2011 when they participated in the UJFT’s Tidewater Couples Project and the Tom Hofheimer* Young Leadership Mission to Israel. “The Federation staff made time on the trip for me, as the only Christian in the group, to visit holy sites from my perspective.

It was very profound,” Denise recalls. “Just about the entire group joined me.

The fact that time was built in for me was wonderful, and that there was that kind of acceptance on a Jewish mission. We are definitely cut from the same cloth,

Ways to Give

• • • • • •

Bequest Life Insurance Charitable Remainder Trust (CRT) Charitable Lead Trust (CLT) Life Estate Reserved IRA or Pension Plan

In addition to gifts of cash and/or securities, TJF accepts more complex gifts as mentioned above. To find out more about any of these giving options visit www.JewishVA.org or call TJF at (757) 965-6111.

Each gift vehicle may have its own tax benefits. Always consult with a tax or financial professional.

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Grants 2014-2015 T

he Tidewater Jewish Foundation (TJF) has a grants process that supports local, national and international programs that fall in line with its mission and vision. For example, during the fiscal year 2015, TJF’s grants pool provided partial support for the following organizational programs/projects: B’nos Yisrael Norfolk Academy (BINA): Remote Learning Classrooms BINA strives to continuously enhance the education provided to its students. As a small school with limited staff, video teleconferencing allows the school to offer multiple learning opportunities that would otherwise be unavailable.

Tallwood High School: Global Studies and World Languages Academy – America Israel Friendship League (AIFL) Student Exchange Program

Tallwood High School Students in Israel

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The AIFL program encourages the understanding between students and cultures and helps students to develop an appreciation for the lives, concerns and issues of others around the world. It is life-changing for students who participate, and helps the students to develop the awareness that the strength of democracy rests in the diversity of its people.

Toras Chaim, the Rabbi Chaim Shereshevsky Institute of Mesorah Learning: Two projects (1) 21st Century Classrooms; (2) Emergency Security Updates (1) It is a goal of Toras Chaim to not only remain competitive, but to be on the cutting edge of technology, pedagogy and methodology. This technology allows their teachers to provide individualized instruction, give immediate feedback, and it can also be a vehicle for alternate assessments.

(2) Priority safety & security upgrades were identified and implemented at the school, which includes cameras and a closed-circuit television system to monitor the campus.

United Jewish Federation of Tidewater (UJFT): Young Adult Division (YAD) Enhanced Outreach and Engagement YAD aims to cultivate relationships, build networks and develop and hone highly-skilled leaders to assume the responsibility of ensuring the future of the Jewish community. The overall goal of this enhanced outreach initiative is to increase the number of YAD-aged Jews (below age 45) in our community who are meaningfully engaged, by instituting tracking mechanisms

YAD Engagement Event

and metrics, increased communications (social media), and through increased solicitations and programming efforts.

Jewish Museum and Cultural Center: Jewish Immigration Exhibit This Exhibit will preserve the history of Jewish immigrants to the Tidewater area, telling their unique stories and how they contributed to the economic and cultural structure of its cities. The Museum hopes to educate future generations on the history and contributions of a people that will soon be forgotten, unless documented and preserved.

United Jewish Federation of Tidewater: Annual Campaign TJF’s local Federation’s Annual Campaign raises over $4.5 million to provide support to organizations locally, nationally and worldwide, meeting the challenge and securing the future.

The Simon Family Legacy Society honors those who have committed themselves to the future of our Jewish community. The Society encompasses all donors who have either pledged to leave a gift or already maintain an endowed gift at the Tidewater Jewish Foundation.

Eternal Light $1,000,000+

Mitzvah $200,000+

Ann & Robert Copeland Karen & Matthew Fine Kim & Andrew Fink David Furman* Helen Gifford* & the Helen G. Gifford* Foundation Freda* & Tavia Gordon Thomas Hofheimer* Libbie & Albert* Kaplan Ted G. Kaufman Sofia & David Konikoff Merle* & Leonard Levine Reba & Sam Sandler* Marilyn & Marvin* Simon Simon Family Foundation

Roslyn and Michael Barney Francis Levy Birshtein Moira Wright Bodner Joseph Fleishman* Nataly & Seth Fleishman Beverly & Alan Frieden Penny & David Gallo William Goldback* Bootsie & Morty* Goldmeier Fay & Norris Halpern* Jeri Jo & William Halprin Denise & Jason Hoffman Connie & Marc Jacobson Lee & Bernard Jaffe* Sheila Josephberg Eileen & Stewart Kahn Phyllis & Arthur* Kaplan Betsy & Ed Karotkin Selma* & Leon Leach Amy & Kirk Levy Karen & Richard Lombart Eleanor & Julian Rashkind* Sharon & Gene Ross Annabel & Hal Sacks Terri & Lonny Sarfan Miriam & Bob Seeherman Marcy & Paul Terkeltaub Betty & Henry* Zetlin

Tree of Life $500,000+ Sylva B. Altschul Linda & Leigh Baltuch Dolores & Alan Bartel Barbara Fletcher* Mimi & Warren Karesh Esther & Andrew Kline Anne & Edward Kramer Cindy & Ron Kramer Sylvia & David Krug* Alma* & Howard Laderberg Telsa* & Arnold Leon Laura & Jerrold Miller Alyssa & Jonathan Muhlendorf Diane & Malcolm* Rosenberg Judy & Robert Rubin Linda & Ron Spindel

Gesher $5,000+ Rachel & David Abraham Janice Aleck Helen & Warren Aleck Rosalyn Levy August

Jody Balaban Helen Jayne & Melvin Barr* Jack Barr Marlene Bass Susan & Jon Becker Paula & Michael Blachman Linda & Calvin Belkov Eleanor & Leonard Brooke Marilyn & Stuart Buxbaum Rita Cogan* Bronia Drucker Susan & Jim Eilberg Barry & Lois Einhorn Freda & Jules Feuer* Sandra Forte’ Kathleen & Walter Fried* Jodie & Jack Frieden Fannie Friedman* Leslie Friedman Pearl Glassman* Beatrice & Harry Goldman* Janet* & Daniel Gordon Laura Gross Beth & Nathan Jaffe Carol & Joel Jason Dorothy & Howard* Kahn Bernice & Milton* Kaplan Florence Karp* Andrea, Lawrence & Jeffrey Katz Juliet A. Katz Alene Kaufman Brenda & Larry Klar Jodi & Jay Klebanoff Hanna & William Klebanoff* Phyllis & David Lannik Sandra Lefcoe Leslie *& Jay Legum

Lisa & David Leon Betty Ann & Scott Levin Louise & Barry Lubin Herman Mallick* Ellen & Bryan Mesh Lois* & Bertram Nusbaum William L. Nusbaum Carolyn & Charles Osman* Libby Radus* Zelma & Bernard* Rivin Rose & Kurt Rosenbach Joanne Batson & Philip Rovner Laure & Richard Saunders Rachel Schoenbaum Ruby & William Schwarzschild Lynn & Robert Seltzer Carol & Lois Sherman Annette & Milton Shore* Kaufman* Leslie & Michael Shroyer Leslie & Lawrence Siegel Rosanne & Bill Simon Helen & Daniel Sonenshine Lawrence Steingold Jacqueline Strelitz Joseph D. Strelitz Joyce & Leonard* Strelitz Reneè & John Strelitz Julia Strelitz Brandon Terkeltaub Marian Bear Ticatch Adam White Harriet & Samuel* White Dorothy Zimmerman

* of blessed memory

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8.3%

Total Assets by Fund Type 6.5% 1.5%

16.4%

$95.2m

at 6/30/2015

Restricted: $30.6M Unrestricted: $18.8M Family Supporting Orgs.: $15.6M Donor-Advised Funds: $14.8M Other Foundations: $7.9M Trust and Annuities: $6.2M Life Insurance: $1.4M

32.1%

Historical Assets: 1993-2015

$120,000,000

2002 $62.8m

$60,000,000

$20,000,000

1996 $22.4m

201 5

$40,000,000

1998 $43.4m

201 1

6

$80,000,000

200 0

The growth in the consolidated assets managed by TJF shown to the right reflects the time frame since TJF became a separately incorporated 501(c)(3) charity in 1993.

2006 $83.3 m

199 7

The Tidewater Jewish Foundation was formed in 1984 when the endowment fund of the United Jewish Federation grew to $2 million and today is nearly $100 million.

$100,000,000

199 3

Growth of TJF

2014 $106.5 m

200 7

19.7%

200 4

Financial Overview

15.5%

Combined Financial Summary

Total Distributions: $6.6m

As of June 30, 2015 Assets: Cash & other current assets Investment portfolios Real estate & other assets Total assets

8.6%

10.3%

15.5%

(unaudited*)

Other Jewish: $2.7M UJFT: $1.6M

By Grantee

Agencies: $1M Non Jewish: $681K Temples: $568K

12.4%

3,213,666 88,758,102 3,226,877 $ 95,198,645

$ 28,427,582 3,386,171 9,586 63,375,306 $ 95,198,645

For the Year Ended June 30, 2015

24.0%

3.0% 6.3%

Liabilities & net assets: Affiliate funds payable Split interest agreements payable Grants & other payables Net assets Total liabilities and net assets

$

41.6%

Revenues & support: Contributions & support Net rental other income Net investment income & appreciation Total revenues & support

1.5%

Donor-Advised: $3.9M Restricted: $1.2M

By Fund

Family Supporting Orgs.: $818K Unrestricted: $415K Other Foundations: $195K TJF Unrestricted Grants: $100K

18.3% 58.6%

Grants & expenses: Charitable distributions & grants Split income non-charitable distributions Fund & operating expenses, fees Total grants & expenses Change in net assets

$ 10,030,417 880,871 334,279 $ 11,245,567

$

$ $

6,599,226 322,635 2,123,095 9,044,956 2,200,611

* These condensed financial summaries of the ending balances and the activities for the fiscal year ending June 30, 2015 do not include all disclosures or the presentation format required by generally accepted accounting principals (GAAP). Complete audited financial statements combining the ending balances and activities of Tidewater Jewish Foundation and its Supporting Foundations for this period, which are prepared and presented in accordance with GAAP, including all required disclosures, will be made available upon request and posted to JewishVA.org/tjf-financials by December 31, 2015.

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Investment Report I

nvestment Review – After three years of strong equity returns, increases were modest for the fiscal year ending June 30, 2015. The S&P 500 composite index returned 7.4% for that period. Returns for the various industrial sectors within the index were widely divergent.

Small caps were up 6.5%.

Developed non-US stocks declined 4% for the year but strength in those markets was obscured by the appreciation of the dollar. Currencies were also a big story in emerging markets as the MSCI Emerging Markets Index dropped 5% in dollar terms but was up 6% in native currencies. The story at the end of the fiscal year, however, was the boom and subsequent bust in the Chinese stock market.

Bonds were up modestly during the year as the Barclays Aggregate Bond Index was up 1.9%. The increase in rates during the second calendar quarter of 2015 returned much of the positive returns of the previous three quarters.

The Tidewater Jewish Foundation’s (TJF) diversified main investment pool returned 0.6% for the fiscal year, lagging its index target of 2.5%. TJF benefits from its partnership in the Jewish Community Endowment Pool, LLP, managed by Combined Jewish Philanthropies of Greater Boston (JCEP). JCEP strives for stable support for programming over long-term horizons and structures its portfolio with a keen focus on capital preservation, minimizing declines during weak equity markets while capturing a significant percentage of the positive returns during strong equity markets such as those of the last five years. Nowhere is this more clearly illustrated than its performance over the last five years where JCEP captured over 97% of returns relative to its index target when its index target was positive, but only captured 62% when the index target declined. During the financial crisis of 2008-09, JCEP outperformed 91% of the 264 Foundations and Endowments tracked by InvestorForce during calendar year 2008, the worst period of the crash. InvestorForce is a major provider of performance monitoring services to non-profits.

Economic and Market Outlook – There is little indication that a recession is imminent, but growth will likely continue to be modest. Market participants are focused on when the expected first rate increase by the Federal Reserve will occur. We think, however, that the pace and magnitude of subsequent hikes will have a more meaningful impact on future returns.

J. Timothy Jester, CAIA ®, AIF® Director, Institutional Advisory Practice

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US Equity: 7.8% Non US Equity: 7.7%

Fixed Income/Cash: 22.9%

Real Assets 3.0% Real Estate: 1.7% Credit IIIiquid: 2.8%

Investment Asset AIIocation

Credit Liquid: 1.6% Private Equity: 1.7%

Global Equity: 7.7%

Emerging Markets: 7.7%

Hedged Equity: 36.2% Total Equity: 30.1% Alternatives: 47.0% Fixed Income/Cash: 22.9%

Investment Performance ANNUALIZED RETURNS 1 Year

3 Years

5 Years

TOTAL TJF PORTFOLIO

0.6%

8.0%

7.2%

BLENDED INDEX TARGET

2.5%

7.2%

6.4%

TJF has been awarded a certificate of conformance to the Best Practices under the Global Fiduciary Standard of Excellence as assessed by CapGroup. The Advisory Process is modeled after the Fiduciary Quality Management System, as established by the Center for Fiduciary Excellence, to facilitate ongoing conformity with the Standard. In the execution of CapGroup’s four-step Process, TJF documents and recordings were reviewed, including: Investment Policy Statements and Asset Allocation Analyses, Investment Committee Meeting minutes, bylaws, as well as other investment governance records maintained by TJF.

Donors & Funds CHARITABLE TRUSTS

$5,285,000

Beth Sholom Home of Eastern Virginia Foundation Bryan & Ellen Mesh Cheryl F. Sloane

Tidewater Jewish Foundation Warren L. & Helen G. Aleck Jack & Yvonne* Barr (2) Norris & Fay Halpern* Arthur* & Phyllis Kaplan Jerrold Miller J. William Schwarzschild Henry* L. & Betty Zetlin (2)

Temple Israel Foundation Betty H. & Henry* L. Zetlin

EZRA CHARITABLE GIFT ANNUITY

$894,000

Beth Sholom Home of Eastern Virginia Foundation Bessie C. Banks Frances Levy Birshtein Pearl H. Glassman* Barbara Patish Richard* & Elinore Porter

Congregation Beth El Foundation Barbara Patish

Hebrew Academy of Tidewater Foundation William & Carole Bernstein Leon Leach Barbara Patish

Jewish Family Service of Tidewater Foundation Bob Liverman (2) Barbara Patish Manuel & Dorothy Farfel Wyron

Ohef Sholom Temple Foundation Louis & Isabel Brenner

Temple Emanuel Endowment Herman S. & Leyba Blumenthal Pearl H. Glassman* Howard* & Dorothy Kahn Lee* & Reva Kelberg

Temple Israel Endowment Bernard & Lois Einhorn Juliet A. Katz Leon Leach

Tidewater Jewish Foundation Sylva B. Altschul* David & Penelope Gallo Hallie Cohen Miller* (5)

United Jewish Federation of Tidewater Endowment Bessie C. Banks

UJFT Community Campus, LLC Endowment Richard* & Elinore Porter

DONOR ADVISED PHILANTHROPIC FUNDS

$14,785,000

Jody Balaban Bartel Family Jon & Susan Becker Belkov Family Berger-Goldrich Family Blachman Family Bonnie Family Joseph A. & Lula G. Brenner* Memorial Stacey Copeland Brody Philanthropic Buxbaum Family Allan & Jean* Comess Barry Comess

“Jewish philanthropy has been part of both of our lives as far back as we can remember. The values of tzedakah and building Jewish community were clearly passed down from our parents.”

Cross Family –Renee and John Strelitz Morton Cushner* Memorial Dalis Arthur Diamonstein Dozoretz Family Lois & Barry Einhorn & Family Matthew & Karen Fine Claire & Marvin Friedberg Jack & Jodie Frieden Furman Family Joseph Fleischmann* Memorial Izaak D. Glasser Michael & Lori Glasser Richard Glasser Family Rose Frances & Bernard* Glasser Charles J. & Dorothy S. Goldman Harry L. & Beatrice Moss Goldman* Michael & Bitsy Goldmeier Morton* & Elaine Goldmeier Family Janet* & Daniel Gordon Denise & Jason Hoffman Family Marc & Connie Jacobson Suzanne & Jack Jacobson Family Abbi & Karen Jaffe Jaffe Family Carol & Joel Jason Family Joan & Eric Joffe Eileen & Stewart Kahn Family Evan & Lori Kalfus Arthur S.* & Phyllis B. Kaplan Family Libbie & Albert* Kaplan Milton* & Bernice Kaplan Memorial Karesh Family Karotkin Family Howard & Arlene Kesser Family Klar Family Jodi Copeland Klebanoff Philanthropic William & Hanna Klebanoff* Edward A. & Anne Kramer Milton* & Ron Kramer Family Richard G. & H. Kela Kramer Romney K. Laderberg Mavolyn Brown Lefcoe* Memorial Vann Lefcoe* Memorial Martin & Ina Mirman Leiderman Family Leon Family Lisa & David Leon Family

Jay Daniel Levin* Marcella * & Bob Liverman Maitiv Laura & Jerrold Miller MiRoMa Charitable Advised Cameron* & Evelyn Munden Bertrum & Lois* Nusbaum, Jr. Carole & Aaron Peck Stephanie L. & Paul H. Peck Family Nathan & Blanche Z. Polis* Memorial Rivin Family Rose & Kurt Rosenbach Malcolm* & Diane Rosenberg Family Charles & Nancy Rosenblatt Gene D. & Sharon A. Ross Joanne E. Batson & Philip S. Rovner Robert M. Rubin Annabel & Harold Sacks Family Rabbi Susan Tendler & Ross Sadoff Annie Sandler & Children Sandler Family Wesley, Mitchell & Katie Sandler Tzedakah Lonny & Terri Sarfan Craig & Joanna Schranz Family I.S.* & Irene G. Schwartz Schwarzschild Family Miriam Seeherman Deborah & Peter Segaloff Marissa Seldes* Memorial Leslie & Michael Shroyer Leslie & Larry Siegel Marilyn & Marvin* Simon Slone Family Helen N. & Daniel E. Sonenshine Family Spindel Family Jim & Debbi Steiger Joseph D. Strelitz Joseph H. Strelitz* Memorial Leonard R. Strelitz* Jacqueline Strelitz John & Renee Strelitz Family Julia Strelitz Sandra Finberg Tabachnick Terkeltaub Family

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Donors & Funds Continued Norma Kline Tiefel Carol & Stanley Waranch Family Doris & Seeman Waranch Family Weinberg/Eilberg Memorial Helen & David Wolfe Henry* L. & Betty H. Zetlin

FAMILY SUPPORTING FOUNDATIONS

$19,287,000

Tidewater Jewish Foundation Helen G. & Warren L. Aleck Bangel Family Copeland Family Tavia & Freda* Gordon Mansbach Motivation Program Simon Family

PRIVATE FOUNDATIONS Helen G. Gifford*

LIFE INSURANCE POLICIES + denotes that policy has multiple beneficiaries

$1,400,000

(cash surrender value)

Ohef Sholom Foundation

Kim & Andrew Fink Jane Klein Goldman Edward Kaufman Steven Kayer Alyssa & Jonathan Muhlendorf William Nusbaum Carol Sherman Linda & Alan Troy

Simon Family Foundation Kim Fink & Britt Simon

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Tidewater Jewish Foundation Rachel & David Abraham Jody Balaban Bonnie Brand Ann Copeland Matthew & Karen Fine+ Kim S. & Andrew S. Fink Nataly & Seth Fleishman+ Alan & Beverly Frieden Jack L. Frieden Amy B. Ginsburg Hara Glasser-Frei Martha Mednick-Glasser Laura & Fred Gross Jeri Jo & William Halprin Denise & Jason Hoffman Abbey & Brenda Horwitz Carol & Joel Jason+ Sheila M. Josephberg Eileen & Stewart Kahn+ Steven & Marilyn Kayer+ David Konikoff+ Cynthia Kramer Ed & Anne Kramer+ Howard & Alma* Laderberg+ Phyllis Lannik Lorna & Steven Legum Kirk & Amy Levy+ Joel & Gail Lewis Richard & Karen Lombart Jerrold & Laura Miller Alyssa & Jonathan Muhlendorf+ Gene & Sharon Ross Judith & Robert Rubin+ Robyn Sacks Annie Sandler Leon & Terri Sarfan Deborah Segaloff Ronald F. & Linda Spindel Jane Stein Lisa & Neal Stern+ John Strelitz Randi R. Strelitz Paul & Marcy Terkeltaub Marian B. Ticatch+

Harry* & Miriam Weisberg Dorothy Zimmerman

RESTRICTED AGENCY FUNDS

$25,758,000

Beth Sholom Home of Eastern Virginia Foundation

Oscar* & Frances Birshtein Lee & Helen Gifford* Rehabilitation Pavilion The Sands Ruth F. & Barbara Schwetz* Memorial Harry & Jeanette Weinberg* Endowment

Hebrew Academy of Tidewater Foundation

Mel Bass* & Debbie Bass Sadoff* Memorial Harry & Sylvia Belkov* Memorial Scholarship Leon & Florence Berlin* Memorial Bessie Dozoretz* Scholarship Ronald Dozoretz Scholarship Tavia & Freda* Gordon Scholarship HAT Scholarship Lester & Barbara Horwitz Barry & Reatha Kantor Scholarship Selma* & Leon Leach Scholarship Lorna Legum Rising Star Award James London* Athletic & Outdoor Program Marguerite Marx* Jewish History Collection Ada R. Michaels* Faculty Development Endowment Sarah & Samuel Sonnenberg* Memorial Harold & Reva* Sprung Technology Endowment Solomon & Sylvia Yavner*

Jewish Community Center of South Hampton Roads Foundation

Adult Lounge Renovation Cultural Arts Steve Eichelbaum* Day Camp Scholarship Robert M. Epstein* Memorial Estelle & Bert Hornstein* Children’s School Jaffe Family for JCCT Janet & Jeffrey Kramer Alma* & Howard Laderberg VA Festival of Jewish Film The Miriam Brunn Ruberg Adult Jewish Education Fund Senior Adult Bertha Goodman Snyder* Public Relations Frances Stanton* Cultural Arts Paul Tavss* Maccabi Harriet & Samuel* I. White Family Adam White Technology

Jewish Family Service of Tidewater Foundation Stephen David Baer* Music Scholarship Frances & Oscar* Birshtein Diane Epplein & John Patton for Children with Special Needs Lee & Helen Gifford* Endowment for Volunteer Services Helen Gifford* Memorial Jessica Glasser* David Carr Glover* Children’s Hebrew Ladies Charity Society Ronald N. Hyman* Home Health Care & Hospice Janis Lynn Kaplan* Memorial George & Sarah Caplan Moss Palliative Care Pincus Paul* Puritz-Wohlgemuth Service to Children Diana Ruchelman for Services to Older Adults

“We realize that those who came before us worked hard to build this community into what it is today. It is up to us to endow it so it will be here for future generations.“ – Linda and Ron Spindel

Rachel Schoenbaum Shure* Hospice & Judaism Sarah & Louis Solman* for Clinical Services Tidewater Council of Jewish Women

Tidewater Jewish Foundation

Linda L. & Leigh Baltuch Helen Jayne & Melvin Barr* Jack & Bobby* Barr Irwin & Rose F. Berger* for Cancer Research Rabbi Israel A. Bornstein* for Jewish Youth Education Breit/Hornstein*/Levinson* Percy Brill* Refugee Assistance Robert Copeland Young Leadership Enrichment Education Improvements Scholarship Tax Credits Nataly & Seth Fleishman Barbara Leterman Fletcher* Fannie & Milton Friedman* David Furman* Georgia Tech Club of Hampton Roads Endowment Lee A. & Helen G. Gifford* Jewish Education Council Esther Goldman* Educator Barbara & Ralph Goldstein Charitable Gomley Chesed Cemetery Tom Hofheimer* Holocaust Resources Israel for Development Carol & Joel Jason JCCSHR/JFS Special Needs Programs

Jewish News Archival Project Jewish War Veterans Monument Milton* & Bernice Kaplan Memorial Mimi & Warren Karesh Andy and Esther Kline Milton* & Ron Kramer Ruthi Sherman Kroskin* Holocaust Studies Krug Foundation David* & Adel Kruger Alma* & Howard Laderberg Ezra Landres* to Promote Excellence in Jewish Education Jacob Leon* Memorial for Senior Adults Natalie Levinson Kirk & Amy Levy Joel & Gail Lewis MiRoMa Jewish Community Burton & Marcia Moss Charitable Harry & Rosalind Norkin* Pincus Paul* Mollie & Sam Robbins* Youth Scholarship Kathy Hyman Rosenbach* Tutorial Assistance Malcolm* & Diane Rosenberg Hillel Philip S. Rovner Professional Development Judy & Robert Rubin Benjamin M. Schwetz*, Ruth F. Schwetz* & Barbara Schwetz* Scholarship Miriam Seeherman Shore*/Kaufman* Simon Family Passport to Israel Stein Family College Scholarship Lisa & Neal Stern Robert L. Stern* Scholarship

Strelitz Family Leadership Joyce Strelitz Leonard R. Strelitz* Memorial Talmud Brandon Terkeltaub Marian B. Ticatch Harry* & Miriam Weisberg Family Samuel A. & Phyllis Weisberg* JCC Day Camp Scholarship Sylvia & Solomon Yavner* Memorial

United Jewish Federation of Tidewater Endowment Percy & Bernice Brill* Cemetery Pincus Paul* UJFT Reserve

Lion of Judah Endowment (For the benefit of UJFT)

Bonnie Brand Ann Copeland Anne Fleder Gail Fleder Esther Fleder* Helen Gifford* Amy Ginsburg Hara Glasser-Frei Laura Gross Fay Halpern* Brenda Horwitz Lee Jaffe* Sheila Josephberg Eileen Kahn Mimi Karesh Betsy Karotkin Sofia Konikoff

Lion of Judah Endowment & Perpetual Annual Campaign Endowment The Lion of Judah Endowment (LOJE) and Perpetual Annual Campaign Endowment (PACE) are campaign divisions of the United Jewish Federation of Tidewater (UJFT) Annual Campaign. These endowments are held as restricted agency funds by the Tidewater Jewish Foundation for the benefit of UJFT.

Cynthia Kramer Alma Laderberg* Phyllis Lannik Telsa Leon* Amy Levy Karen Lombart Martha Mednick-Glasser Laura Miller Eleanor Rashkind* Judy Rubin Annie Sandler Toni Sandler Terri Sarfan Deborah Segaloff Annette Shore* Cheryl Sloane Linda Spindel Jane Stein Randi R. Strelitz Sylvia Yavner*

Perpetual Annual Campaign Endowment (For the benefit of UJFT) Janice J. Aleck Jody Balaban Dolores & Alan Bartel Percy Brill* Aaron Busch* Bronia Drucker Hyman Fine* Matthew & Karen Fine Alan Fleder* Jack & Jodie Frieden Alan M. & Beverly G. Frieden David & Penelope Gallo Sydney Gates* Victor Goodman* William Greene* Denise & Jason Hoffman Abbey Horwitz Edwin* & Nancy Jacobson Bernard Jaffe* Carol & Joel Jason Warren Karesh David Konikoff Ron Kramer Howard Laderberg Sanford L. & Mavolyn B. Lefcoe* Kirk Levy Richard Lombart Jerrold Miller

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Donors & Funds Continued Alyssa & Jonathan Muhlendorf Joan Nusbaum* Pincus Paul* Julian Rashkind* Gene D. & Sharon A. Ross Joanne E. Batson & Philip S. Rovner Judith & Robert Rubin Leon R. Sarfan Ronald Spindel John Strelitz Dorothy Zimmerman

UJFT Community Campus, LLC Gifford* Reserve Lee & Helen Gifford* Restricted SFC Campus Restricted Capital Replacement Reserve UJFT Community Campus, LLC

RESTRICTED SYNAGOGUE FUNDS

$4,825,000

Congregation Beth Chaverim Building

Congregation Beth El Foundation

Pearl K. Aleck* Library Barr Center Jay David Barr* Art Rose & Armond Caplan* Joseph & Minnie Cherin* Scholarship Endowment (special) Familant Torah Fund Samuel Goldback* Scholarship Jeffrey Kesser* Scholarship Milton Kramer* Scholar-in-Residence Men’s Club Paul H. & Stephanie L. Peck Nathan A. & Blanche Polis* Scholarship

12

Sharon Spitalney* Scholarship Phyllis & Sam Weisberg* Educational

Ohef Sholom Foundation

Edmund D. Baydush* Beatrice L. Berlin* Elderly Needs Fund Rita B. Cogan* Sarah Cohen* Scholarship Marvin W. & Lillian S. Davis* Lecture Series Eternal Light Campaign Expenses Celia G. & Jay M. Friedman Louis H. & Anne K. Friedman* Milton*, Fannie* & Leslie Friedman Family Foundation Lee & Helen Gifford* Musical Director’s Chair J. Samuel Goldback* William A. Goldback* Classical Reform Music Jeffrey H. Goodove* Shore* Kaufman* Kaufman Hall Edward J. Kesser* Kline*/Strelitz* Jewish Heritage Herman & Leanore Laibstain* Legacy & Endowment (3) Kanter* Levy * Sarah & Edward Levy* (2) Rose & Carl Lifland* Betty Moritz & Lee & Bob Liverman Eternal Light Alyssa & Jonathan Muhlendorf Pincus Paul* Operations Simon Family Simon Family Eternal Light Memorial Samuel & Yetta Spiro Snyder* Scholarship Robert Stern* Religious School Waldholtz/Pakula Youth Group

Ohef Sholom Sisterhood Convention/Shabbaton Jerome Kern Library/Media Miller Scholarship

Mollie & Samuel Robbins Scholarship

Temple Emanuel Endowment Building Library Scholarship

Temple Israel Foundation

Charles Sand Brenner* Memorial Hoffman-Chovitz College Assistance Joey Doron* Memorial Littman Gutterman Hadrat Kodesh Sanford Lefcoe* Scholarship Alfred Legum* Memorial Endowment Snyder Education Mike & Jeanne Stadler* Tzedakah

UNRESTRICTED AGENCY FUNDS

$13,826,000

Beth Sholom Home of Eastern Virginia Foundation

Rachel & David Abraham Rabbi Aaron* & Mrs. Hannah Baer Religious Programming Leon & Florence Berlin* Memorial Jeri Jo & William Halprin Alma* & Howard Laderberg Pincus Paul* Beverly & Louis A. Rostov* Memorial

Hebrew Academy of Tidewater Foundation

Abraham & Malka Bornstein* Memorial Julian Colby* Memorial Rosa K. Frieden* Memorial Zena Herod Endowment Leola Banks Jaffe* Carl J.* & Juliet A. Katz Alene Jo Kaufman Endowment Klebanoff Family David & Sofia Konikoff Kramer Family JFN/PEJE Celia Krichman* Alma* & Howard Laderberg Jeff & Elayne Littman Reba & Samuel Sandler* Memorial Lonny & Terri Sarfan

Segaloff Family JFN/PEJE Celia Stern* Teachers’ Endowment

Hillel at Virginia Tech

Hillel at Virginia Tech Kaplan Family Charitable

Jewish Community Center of South Hampton Roads Foundation Roslyn & Michael Barney W. & P. Berlind* Joseph Dozoretz* Memorial Hyman Fine* Estate Jake F. Friedberg* Memorial Avalon S. Krukin* Pincus Paul* Martin & Doris Rosen* Sharon & Gene Ross Lonny & Terri Sarfan Stanton* Fund

Jewish Family Service of Tidewater Foundation Roz Levy August Ralph & Mollie Bartel* Aaron & Gertrude Behrman* Esta K. Bodner* Armond & Rose Caplan* Sol Cohen* Naomi Ehrenworth* Memorial Franklin & Gertrude Engel Children’s Joseph Fleischmann* Zalman Graber* Memorial Beth & Nathan Jaffe (in memory of Melissa S. Jaffe*) Roger D. Kaplan* Memorial Kas*–Sonenshine Jeanette Kaufman Gemilut Chesed Klebanoff Family Alma* & Howard Laderberg Landau/Lannik Betty Ann & Scott Levin Family Edwin*, Nancy, John B.* Jacobson & Kay J. Levine Lubin Family MiRoMa Rashti Ann & Allen Richter Beverly & Louis Rostov* Memorial Reba & Samuel Sandler* Memorial

“Tzedakah doesn’t really mean ‘charit y.’ It means doing the right thing. It means doing what you’re supposed to do. I believe we’ve been fortunate and therefore have an absolute obligation to help those who haven’t been as fortunate.”

– Jon & Susan Becker Jacob & Fannie Saunders* Memorial Tidewater Council of Jewish Women Wagner Family

Tidewater Jewish Foundation

Roslyn & Michael Barney Isabel & Louis Brenner Percy & Bernice Brill* Joseph Fleischmann* Unrestricted Rosa K. Frieden* Memorial Joseph Ginsburg* Memorial Bertha & Nathan Goldburg* Memorial Grants Robert & Bertha Hecht* H. Lee Kanter* Steven & Marilyn Kayer Arthur S. Kaplan*, MD Chairman’s Mimi Nicholson Carolyn & Charles Osman* Harry Joseph Rubin* & Julia Blacker Rubin* Robyn Sacks Dena & Sam Swersky* June & Oscar Warner* Herbert L. Weinberg* Endowment

UJFT Community Campus, LLC Endowment Steven & Marilyn Kayer Alma* & Howard Laderberg

UNRESTRICTED SYNAGOGUE FUNDS

$4,944,000

Congregation Beth El Foundation

Roslyn & Michael Barney Rose & Armond Caplan* Leo Cohen Dr. Harold & Beatrice Epstein* Memorial Tavia & Freda* Gordon Arthur S.* & Phyllis B. Kaplan

David & Sofia Konikoff Ron & Cindy Kramer Family Ron & Milton* Kramer Family Alma* & Howard Laderberg Simon Family

Ohef Sholom Foundation

Anonymous Blachman Family Louis & Isabel G. Brenner Percy & Bernice Brill* Leo Cohen Jean* & Allan D. Comess Renee & Arthur Diamonstein Kim & Andrew Fink Dalis Foundation Donn Sandra Forte-Nickenig Lee & Helen Gifford* Endowment Rabbi Connie Golden Jane Klein Goldman Robert C. & Martha Goodman Burt & Judith Jaffe Tekiah Edward G. Kaufman Steven & Marilyn Kayer Debra M. Keeling Unrestricted Kerner Family Edward & Anne Kramer Kurt’s Club Leslie* & Jay Legum Merle* & Leonard Levine Bernard Lubschutz* Rosetta & Carl Marc* Mervis Family Hallie Cohen Miller* MiRoMa Newfield Family Fred* & Mimi Nicholson Mimi Nicholson Nancy & V.H.* Nusbaum Eternal Light Sharon & Bill Nusbaum Rapoport Family Bonk-Rivin Rivin Family

Sharon & Gene Ross Joanne E. Batson & Philip S. Rovner Ada Schewel Salsbury Louis & Carol Sherman Linda & Ron Spindel Simon Family Eternal Light Memorial Sisterhood Helen & Daniel Sonenshine Robert Stein Ira & Jean Steingold Alan & Linda Troy

Ohef Sholom Sisterhood Sisterhood

Temple Emanuel Endowment Simon Family Foundation

Temple Israel Foundation

Adelle & Herman* Adler Leyba H. & Herman S. Blumenthal Wendy & Ron Brodsky Eleanor & Leonard Brooke Julius & Frieda Feuer* Alan & Esther Fleder* Foundation Walter & Kathleen L. Fried* Memorial Elaine & Morton* Goldmeier Janet* & Daniel Gordon Paula & James Gordon Jeri Jo & William Halprin Marc & Connie Jacobson Karen Jaffe Reva & Lee* Kelberg David* & Adel Kruger Alma* & Howard Laderberg Lorna & Steven Legum Merle* & Leonard Levine Melvin R. Morrison* Harry & Rosalind Norkin* Pincus Paul* Eleanor & Julian Rashkind* Memorial Sarita Sachs Richard & Laure Saunders Seymore Schapiro* Lynn & Robert Seltzer Marvin* & Marilyn Simon Walman Family Harriet & Samuel* I. White Family Denotes new donor/fund *of blessed memory

As my ancestors planted for me, so too I plant for my children and my children’s children.

- Talmud 13

2015-2016 Board of Directors Michael Barney Todd Copeland Stanwood Dickman Robert C. Goodman, Jr. Harry Graber Steven Gordon Laura Gross Jason Hoffman Abbey Horwitz Jay Klebanoff

Edward Kramer Ron Kramer Miles Leon Sandra Leon Amy Levy Rabbi Rosalin Mandelberg Jerrold Miller Stacie Moss Charles Nusbaum Paul Peck

Cdr. Harold Sacks Richard Saunders Lawrence Siegel Fay Silverman Britt Simon Linda Spindel Lawrence Steingold Jody Wagner Alvin Wall Marc Weiss

Life Trustees Michael Blachman Robert Copeland Ron Dozoretz, M.D. David Furman* Morton Goldmeier* Lawrence Goldrich Marcia Hofheimer Hon. Marc Jacobson Ed Karotkin, M.D.

Arthur Kaplan*, M.D. Mimi Karesh Milton Kramer* Sanford Lefcoe* Arnold Leon Kurt Rosenbach Robert Rubin, DDS Annabel Sacks Sam Sandler*

Steve Sandler Walter Segaloff* Marilyn Simon-Weinberg Marvin Simon* Helen Sonenshine Arlene Strelitz Leonard Strelitz*

Denotes past president * of blessed memory

Current Officers

Committees & Chairpersons

Professional Staff

Jerrold Miller

Audit & Finance Committee

Scott Kaplan

Chairperson

Lawrence Steingold

President and CEO

Gift Acceptance Committee

Randy Parrish, CPA

Michael Barney

Chief Financial Officer

Grants Committee

Craig Bailey

Alvin Wall

Controller

Chairperson-Elect

Investment Committee

Shelby Tudor

Jody Wagner

Marc Weiss

Donor Services Manager

Nominating Committee

Stephanie Grooms

Stanwood Dickman

Jerrold Miller

Donor Relations Consultant

Professional Advisory Committee

Cdr. Harold Sacks

Treasurer

Jason Hoffman

Executive Director Emeritus

Ron Kramer Immediate Past Chairperson Alvin Wall

Secretary