OJCF ANNUAL REPORT 2012 by Bill Newcomer

THE OREGON JEWISH COMMUNITY FOUNDATION ANNUAL REPORT 2012

Message from the President Message from the Executive Director Life & Legacy: Assuring Jewish Tomorrows OJCF Legacy Society Featured Donors Youth Foundation Ways to Give Professional Advisors Group Investment Committee Financial Year in Review Financial Statements Board, Staff and Partners Our Family of Supporters Grants and Scholarships

4 5 6 7 8 10 12 13 14 15 16 18 20 24

OJCF ANNUAL REPORT | 3

The Oregon Jewish Community Foundation is dedicated to creating, promoting and facilitating a culture of giving and serves as a guardian of permanent funds available to safeguard Jewish communal life in Oregon and SW Washington.

Fiscal Year 2011-2012 Highlights

$50.4 Million

total assets under management

$11,325,869

total new contributions*

$2,241,975

granted to the community *Includes Partner Organization contributions

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From the President Twenty-four years ago a handful of civic minded community leaders partnered with the Jewish Federation of Greater Portland, MJCC, Jewish Family and Child Service, Robison Home and Portland Jewish Academy to establish a foundation “to provide for their future…and for the benefit of the entire community.” Today, our community’s foundation has 24 partner organizations, 38 endowed funds established by individuals and families, 124 donor advised funds, 8 charitable gift annuities and 92 members of our Legacy Society who have remembered one or more local Jewish organizations in their estate plans. In all, as of December 2012, our foundation now manages more than $67 million in philanthropic funds for the benefit of vital Jewish organizations in Oregon and SW Washington. President Eric Rosenfeld

A record 39 high-school kids are enrolled in this year’s Oregon Jewish Community Youth foundation, which exposes participants to the many unmet needs and opportunities of our Jewish community and helps instill a sense of appreciation for the difficult and rewarding work of our non-profits. Special thanks to OJCYF professional leader Jonathan Morgan and advisors Marcia Weiss, Mike Tannenbaum, Rob Shlachter and Sharon Morell for making this program such an intergenerational success. I hope you share my delight in the impact the foundation is making in the community — all made possible by you, our wonderful and ever-appreciated donors. Though planned giving and tax-advantaged giving strategies can be technical and complex, our foundation’s staff, along with our many volunteer CPAs, attorneys, and financial advisors are available to assist with any questions you may have. We’re fortunate to have so much deep expertise associated with the foundation and on its staff to assist our donors and partner organizations. I would like to thank OJCF’s professional staff, Julie, Janet, Alicia, and Gail for being a “high-performance” team. It’s inspiring, rewarding and fun for OJCF volunteers and donors to be able to collaborate with you so closely. Your expertise, long hours and dedication to OJCF and our community is extremely valued and appreciated by all. There is no other financial institution in this community that is capable of doing what we do, as well as we do it, and with the Jewish commitment and perspective with which we do it. Thank you again for spreading the word that OJCF is here to knowledgably and discretely help donors with their current and planned gifting and to help our partner organizations raise permanent funds for their long-term financial sustainability.

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From the Executive Director Although financial and economical challenges continue to be front and center for many of us, I am inspired day after day by the generosity of our community members -- for one another, for others in city and state who suffer or have less and for people in need in Israel and around the world. Our Jewish values of tzedakah and tikkun olam are ever-present for Jewish people, from children collecting change at school, to elders arranging for generous community gifts through their wills and estate plans. We are a people dedicated to creating a just world and to repairing the world through social justice, learning and education and volunteerism. OJCF is honored to play a role in helping facilitate that virtuous endeavor. As such, we are thrilled to bring to our community the Create a Jewish Legacy/Life & Legacy program. As we go forward in 2013, you’ll learn more about the education and inspiration ahead as part of this community-wide legacy development initiative. The program is made possible by numerous generous individual donors, foundation board members and the generosity of the Harold Grinspoon Foundation, our legacy partner. You can learn more on page 6. We have also had a terrific year of activity with the OJCF Professional Advisors Group. This group plans for three meetings a year to support our Jewish community of advisors with educational and networking opportunities and to keep them informed about OJCF’s services and success. Check out page 13 for a list of members and news of recent activity. I’m pleased to share that we began many exciting new relationships in family philanthropy, including helping to support the enormous generosity of Harold z”l and Arlene Schnitzer and Jordan Schnitzer whose momentous gift will help so many in our community. You can learn more about other generous donors in this report (page 8) and see many more stories of caring online at www.ojcf.org. Finally, we lost some very special people and I want to honor their memories and their love of Jewish community. These are just a few, but they are people who especially influenced my personal experience as part of our Jewish community and will remain close to my heart, of blessed memory: Henry Blauer, Betty Rosenfeld, Merritt Yoelin and recently, Gail Littman, the visionary behind the national Create a Jewish Legacy program. I thank all our community’s donors and leaders who help me continue to grow and I hope that I support and inspire others, as well. L’dor va dor, it’s sacred work we do together. Thank you for the privilege.

Executive Director Julie Diamond

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Life & Legacy: Assuring Jewish Tomorrows

Life & Legacy: Assuring Jewish Tomorrows is a leadership program designed to inspire our Jewish community to build greater endowment for the future of our community organizations. Oregon Jewish Community Foundation and Jewish Portland have been accepted as members of a pilot community (one of nine) for the Harold Grinspoon Legacy leadership program called Life & Legacy: Assuring Jewish Tomorows . Life & Legacy supports the long term sustainability of our Jewish organizations through the development of gifts made through donors’ wills and estate plans. These gifts, either endowments or outright gifts, will supplement operating budgets, enable new programs to begin, sustain our buidlings and provide for many as yet unknown needs far into the future. The program is also designed to inspire community members to engage in more awareness, understanding and action in building endowment. OJCF has been recognized as a leader in the effort to develop legacy gifts. The foundation will be eligible for match funds from the Grinspoon Foundation for two years along with the guidance and mentorship of the Grinspoon organization to support the legacy building efforts in our community. OJCF currently estimates Portland’s Jewish community’s endowments and legacy gifts held at the foundation at a combined value of between $14 and $16 million. The Grinspoon Life and Legacy program was inspired by Gail Littman* and the San Diego Jewish Community Foundation which introduced their own legacy building program called Create a Jewish Legacy in 2004. To date, that community has more than 800 individuals who have made bequests and other planned gifts totalling approximately $200 million. Sadly, Gail passed away suddenly in late December 2012, yet her own legacy will live on through her life’s work and the profound impact she had on communities like Portland. The success of Life & Legacy is instrumental in securing our community’s long-term future. It is encouraging to see legacy and endowment gaining support and momentum in the Oregon Jewish community and across the country. More information about this exciting program will be available in the upcoming months. *Of Blessed Memory

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OJCF LEGACY SOCIETY OJCF’s Legacy Society honors those individuals who have made a legacy gift to the community through OJCF in their will or estate plan. Membership in OJCF’s Legacy Society is a unique opportunity to create a lasting legacy for yourself, your family and our Jewish community. Anonymous A Asa & Adrienne Arnsberg Jeff & Sandy Axel Gloria Bacharach Max Birnbach Gerel & Henry* Blauer Lynn Bonner Barbara Brown Eden Rose Brown Alicia Byerley Milt Carl Margery Cohn Sid & Ruby Conroy* Julie Diamond Stuart & Leah Durkheimer* Jill & Richard Edelson Evelyn Findl Marilyn Forse Josh Frankel Ruth Friedel Morris Galen Burton & Bernice Gevurtz William Gittelsohn Jonathan Glass & Sarah Kahn Glass Ben & Janice Isenberg Garry & Judith Kahn Albert Kailes* Chuck Karsun* Priscilla & Anthony Kostiner Arthur Krichevsky* Jacob Lewin Rita & Louis* Lubliner Harold Nadler

Marvin & Leah Nepom Mimi & Ze’ev* Orzech Clara Paige* Robert & Rita Philip Harold & Jane Pollin Lois Poplack Irving Roberts* Gayle & Paul Romain Steve Rosenberg & Ellen Lippman Betty Rosenfeld* Eric & Tiffany Rosenfeld Rosemarie Rosenfeld Laurens & Judith Ruben Arlene & Harold* Schnitzer Dina Schnitzer Lois Schnitzer Mardi Schnitzer Sandra Schnitzer Arden & Lois Shenker Richard Solomon & Alyce Flitcraft Ruth & Manton Spear* Leah Spellman* Jerry & Helen Stern Jack Straus Rebecca Tarshis* Sada Tarshis* Larry & Elizabeth Volchok Robert Weil* Sharon Weil Gary & Carolyn Weinstein Carolyn Weinstein Bertha Woolach* Merritt Yoelin*

*Of Blessed Memory

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Arlene & Jordan Schnitzer Park Tower Apartments Harold Schnitzer’s* legacy has the distinction of including the single largest gift ever made to Jewish Portland. In November 2012, Harold’s wife Arlene and his son Jordan donated the Park Tower Apartments, valued at $16.6 million, to OJCF in Harold’s memory and honor. “It was always our goal to give back to the community and in Harold’s words ‘to do noble good,’” said Arlene. Harold, Arlene and Jordan Schnitzer have for decades sought to support the community that they grew up in, and that they feel did so much for them. “My father felt a great sense of responsibility to take care of the charitable institutions that serve our community,” said Jordan. “This gift reinforces his mission of creating greater sustainability for these organizations and to inspire others to join in the effort at whatever level is right for them.” To OJCF’s founders, this gift symbolizes the fulfillment of their hopes for the foundation and the good of the Jewish and general community. Proceeds from this momentous gift will fund the Harold and Arlene Schnitzer Family Fund of the Oregon Jewish Community Foundation.

Henry S. Blauer* Memorial Fund June 2012 was difficult as the Jewish Community lost one of its most loved and admired mensches, Henry Blauer*. There is hardly an organization in Jewish Portland that was not improved by Henry including OJCF, which he helped found. The contributions he made will be felt for a very long time. After his death, Henry’s family and his partners at Geffen Mesher established The Henry S. Blauer Memorial Fund in his honor. The fund will support OJCF’s Life & Legacy initiative which serves the community-wide mission of developing Jewish legacy gifts (see page 4). “Henry was a transplant to Portland from Poland via New York,” said Henry’s wife, Gerel. “He felt embraced by our community’s spirit of warmth and openness and discovered opportunities here to make a wonderful life. As a result, he wanted to create a legacy for the place that helped shape his life. I hope the fund will inspire and educate others to become good stewards of this place we all call ‘home.’” “This was simply the very best way to honor Henry for his immense contribution and commitment to the long-term well-being of our community,” added Geffen Mesher partner and friend, Stan Geffen. This fund represents so much more than just a gift. While Henry’s loss will forever be felt, the fund that bears his name will endure as a tibute to the spirit of his generosity. *Of Blessed Memory

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Barry & Susan Menashe Tualatin Rainbow Farm Barry and Susan Menashe have been long-time friends and supporters of OJCF as well as many other Jewish and secular organizations including Cedar Sinai Park, BB Camp and the First Tee. The Menashes are also the first OJCF donors to give away a farm. The proceeds from the eventual sale of the 79-acre Tualatin Rainbow Farm will become part of the Barry and Susan Menashe Philanthropic Fund. These funds will enable Barry and Susan to continue to make a huge impact in our community. “We have always given but we want to do more,” says Barry. “There are so many people in need and it is far more satisfying to give than to get.” In addition to their donor advised fund philanthropic efforts, the entire Menashe family can be seen during the winter months on the streets of Portland handing out warm socks, hats and blankets to the city’s homeless. Menashe Properties also provides greatly reduced rental office space to many of our community’s Jewish and secular nonprofit organizations. OJCF greatly appreciates Barry and Susan for their steadfast commitment to philanthropy and to securing a strong future for our community.

Jerry & Bunny Sadis Kirkland Way One of the services OJCF provides to donors is the ability to process complex transactions for charitable giving. Jerry and Bunny Sadis are sophisticated donors who had the innovative idea to gift their interest in a portion of an LLC to their donor advised fund. The LLC has an investment in real property which is in the process of being liquidated. The resulting funds from the portion of the donated interest will allow the couple to realize the proceeds for their family philanthropic fund. “Bunny and I are thrilled that we could partially prefund our Legacy Gift to the community through the OJCF,” says Jerry. “Although the transaction was complex, the staff made every effort for us to achieve our goal. We have been pleased, over many years, to have a donor advised fund with OJCF to help facilitate our donations to the Jewish Community.” Jerry and Bunny have been part of the OJCF family for nearly 20 years. Jerry served as OJCF’s president from 1998 to 2000 and on OJCF’s Board of Directors from 1993 through 2005 as representative for the Jewish Federation of Greater Portland. During his time as president, Jerry was instrumental in increasing foundation assets by more than 20%. OJCF is very honored to have Jerry and Bunny as long-time supporters.

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OJCYF 10 ANNIVERSARY th

The Oregon Jewish Community Youth Foundation is an award-winning program that teaches high school students what it is like to sit on the board of a nonprofit and to grant real funds to community organizations. Now celebrating its 10-year anniversary, the Oregon Jewish Community Youth Foundation is an awardwinning program which teaches high school students the value and rewards of tzedakah. Based on a similar program of the San Diego Jewish Community Foundation, OJCYF began in 2002 as a bat mitzvah project of Julia Weiss. “It’s amazing to see how OJCYF has grown and how well it has done,” says Julia who is now a senior at Pitzer College in California. “It was just confirmation for me that I wanted to live a Jewish life.” OJCYF is directed by OJCF Executive Director Julie Diamond and local youth leader Jonathan Morgan. Through OJCYF, students learn what it is like to sit on the board of a nonprofit and to grant real funds to

community organizations. With a record 39 participants in its tenth season, the students have committed to attend eight monthly meetings and a final fundraising event in May. Since its inception, OJCYF has raised and granted more than $256,000 to more than 80 community organizations and has touched the lives of 153 students and their families. Participation in this program is a privilege as students are trusted with engaging in the vital work of understanding community needs, raising charitable dollars and allocating funds. The students conduct site visits at local community organizations and present their findings to the

OJCF ANNUAL REPORT | 11

group. The students also represent OJCYF and teen leadership in our Jewish and general community’s nonprofits including participating in Jewish Federation of Greater Portland’s Super Sunday. One of the most interesting and rewarding aspects of the program is exploring Jewish passions and values. Using such tools as Maslow’s Hierarchy and Rambam’s Ladder of Tzedakah, students focus in on what they care about most deeply and where and how the Jewish values of tzedakah and tikkun olam play a role. For example, a recent analysis by the students themselves showed that over the past 9 years, approximately 50% (or roughly $125,000) of OJCYF’s allocations have been concentrated on two levels of Maslow’s Hierarchy. The trend has been toward funding support for basic biological/physiological needs and cognitive needs.

“It’s amazing to see how OJCYF has grown and how well it has done.” hhhhhhhhhhhhhhhhh- Julia Weiss

Seed funding for the program has been graciously and consistently provided by a group of “OJCYF Angels” who have supported the program since its first season. Many thanks are due to Angels Gerel & Henry* Blauer, Stan & Judy Blauer, Dick & Cameron Davis, Stuart Durkheimer*, Irwin & Renee Holzman and Harold & Jane Pollin without whom the program would not have been possible. In addition, the program is supported generously with financial contributions, countless volunteer hours and kindness from the families of the students themselves. The Oregon Jewish Community Youth Foundation received the 2008 Association of Fundraising Professionals Philanthropy Award for Outstanding Innovative Project and is part of a growing national movement of teen philanthropy. For more information about this inspiring program, visit http://ojcf.org/youth-foundation.

OJCYF Grants Fiscal Year 2012 B’nai B’rith Camp Camp Odyssey CASA for Children Cedar Sinai Park Children’s Healing Art Project Community Transitional School Community Warehouse Congregation Neveh Shalom Dougy Center Dress for Success - Portland Elevate Oregon Friends of Trees Greater Portland Hillel Jewish Family & Child Service Jewish Federation of Greater Portland Mittleman Jewish Community Center Moishe House Morasha/Melton NCSY Neighborhood House Oregon Area Jewish Committee Oregon Hillel Oregon Holocaust Resource Center Oregon Jewish Museum p:ear Portland Jewish Academy Portland Youth Builders Raphael House Ronald McDonald Houses of Portland Student Alliance Project Urban Gleaners Total

$2,000 $500 $800 $3,000 $500 $3,400 $600 $2,050 $2,000 $200 $1,400 $100 $2,000 $5,350 $1,720 $200 $2,000 $500 $200 $450 $750 $500 $1,480 $1,050 $1,000 $700 $400 $2,000 $1,000 $1,500 $650 $40,000

*Of Blessed Memory

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The Gloria Bacharach Family: Photo by Elie Bulka

WAYS TO GIVE Creating your Jewish legacy through planned giving enables you to have a lasting impact on our community. Below are some of the most effective ways to achieve your charitable planned giving goals. Donor Advised Funds:

Charitable Gift Annuities:

• Easy-to-use current charitable giving fund • Administrative convenience, cost savings, and tax advantages • Conduct your regular charitable giving through the fund • May be opened for as little as $1,800 (minimum $5,000 fund balance required for the privilege of making grants)

• A contract in which you make an irrevocable gift of cash or securities ($10,000 and above) and you receive immediate, guaranteed lifetime payments • The remaining value at your passing benefits OJCF’s Community Endowment Fund and the OJCF Partner Organization of your choice • Partial tax deduction on original gift • A portion of the payments you receive is tax-free • Capital gains taxes are spread over your lifetime on gifts made with long-held highly appreciated assets

Endowment Funds: • Permanent, secure funds offered that support the community in perpetuity • May be named after you or a loved one • Annual earnings from the fund are granted to your charity of choice • Current income tax charitable deduction • Avoid estate taxes on contributed assets

Charitable Bequests: • Gifts that are made through a provision in a will or trust • Gift may be an outright donation to OJCF operations or it may create an endowment fund to benefit your charity of choice • Your estate receives a full federal charitable deduction in the year of your death • During your lifetime, the assets remain in your control

Life Insurance: • You allow OJCF to purchase and own a life insurance policy on the life of yourself or another • Contribution toward the premium is tax deductible • Death benefit establishes a sizeable endowment fund • Convert old policies, or gift a paid-up policy outright

Charitable Remainder Trusts: • You retain an income interest for a specified period • OJCF serves as trustee and/or beneficiary, and receives the remaining trust principal upon the death of the last income beneficiary, or at the trust term expiration • Remaining proceeds create a named endowment fund

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Professional Advisors Group OJCF Professional Advisors Group is committed to promoting and educating our community in charitable planned giving, and provides assistance and expertise to OJCF regarding legal and tax issues.

OJCF Professional Advisors Group Co-Chairs Mark Rosenbaum and Brian Suher

The Professional Advisors Group is also a great resource if you need an estate planning lawyer, financial planner, insurance professional, accountant or trust officer. The group hosted two informational planned giving seminars in 2012. The first, “Jewish Legacy Giving: A Transformation Underway,” was held in May and featured keynote speaker, Gail Littman* of the San Diego Jewish Community Foundation. Gail spoke about the importance of creating community initiatives to inspire legacy giving and shared San Diego’s legacy-building experiences. The second event, “Fiscal Cliffs and Crystal Balls” was held in November and featured Roy Abramowitz, CPA and Steve Kantor, J.D., CPA who spoke about election issues affecting charitable giving and tax implications of the upcoming US “fiscal cliff.”

Keynote Speaker, Gail Littman* (right) with husband Marshall Littman and OJCF Executive Director Julie Diamond (center) at Jewish Legacy Giving: A Transformation Underway held on May 24, 2012

Keynote Speakers Roy Abramowitz (left) and Steve Kantor (right) at Fiscal Cliffs & Crystal Ballsheld on November 7, 2012

*Of Blessed Memory

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INVESTMENT COMMITTEE OJCF’s Investment Committee includes investment advisors, CPAs, finance professionals, estate planning attorneys and wealth managers. The majority of committee members also serve on OJCF’s Board of Directors and includes our most dedicated and knowledgeable community leaders. OJCF also has an outstanding banking partner in First Republic Bank. Together with our investment committee, they have devoted the highest degree of dedication to securing and growing our community’s endowments and long-term funds. Jonathan Levy, Chair Roy Abramowitz Stan Blauer Rebecca DeCesaro, First Republic Bank Stan Geffen Jonathan Glass Richard Glassman Steve Gradow Joel Greenblum

Steve Laveson Sharon Morell Eric Rosenfeld Jerry Sadis Dick Solomon Lance Steinberg Brian Suher Stephanie Taul, First Republic Bank Stuart Weiss

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Financial Year in Review

MODERATE GROWTH ALLOCATION 60% Equity/40% Fixed June 30, 2012 5% 15 % 38 %

Taxable US Bonds Taxable EM Bonds Large Cap US Equity

10 %

Smid Cap US Equity Developed Int'l Equity 30 %

In Fiscal Year 2012, OJCFâ&#x20AC;&#x2122;s equity pool performed well against its benchmark in a very difficult environment. The equity pool returned -2.50% versus the MSCI All Country World Index return of -6.91%, while the S&P 500 pool returned 5.24% versus the S&P 500 Index return of 5.45%. It should be noted that stress from the continued European debt crisis largely influenced international equity markets, while the U.S. markets were able to avoid some of this market disruption. A moderate growth allocation of 60% equities and 40% fixed income returned 1.0% for the one year period ending June 30, 2012, while the blended index return was -1.2%. Therefore the OJCF portfolio beat the index by a full 2.0%. The fixed income pool returned 6.15% versus the Barclays Aggregate Bond Index of 7.47%. This slight underperformance can be attributed to the fact that the investment committee lowered the duration of the bond portfolio by adding a short-term bond fund, to guard against loss of value for the portfolio if interest rates rise.

Emerging Mkt Equity

ASSETS UNDER MANAGEMENT June 30, 2012 Millions 50 45 40 35 30 25 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

It is important to remember that the fiscal 2012 returns reflect a 12 month rolling return from June 2011 to June 2012. At the end of September of this year, the same moderate allocation is up 11.3% versus the blended benchmark up 9.4%. GRANTS BY TYPE

Balanced Portfolio 5-Year Summary With Comparative Blended Benchmark As of June 30, 2012

1-Year 3-Years 5-Years

60 / 40 Portfolio Return Blended Index Return*

1.0% -1.2%

$85,690 $251,862

Jewish Donor Advised Secu lar Donor Advised

$207,902 Field of Interest

11.8% 9.6%

*Blended Index is comprised of 60% MSCI AC World and 40% BarCap Aggregate Bond Index

2.3% Named Endowment

1.3%

$434,651

Scholarships

$1,217,043

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Consolidated Statement of Financial Position Year Ended June 30, 2012 ASSETS (With Comparative Amounts for 2011)

2012

2011

Cash and cash equivalents

$2,838,828

$2,184,368

Investments

43,155,973

35,855,178

Administrative fees receivable

13,284

10,077

Deposits and prepaid expenses

9,021

Cash surrender value of life insurance policies

293,734

276,801

Assets held in charitable trusts

3,866,063

4,082,752

Assets held in charitable gift annuities

258,250

219,970

Office equipment - net of accumulated depreciation

3,796

5,670

Total assets

$50,429,928

$42,643,837

Accounts payable

$6,542

$1,051

Accrued vacation

11,576

9,248

Grants payable

58,000

49,469

Liabilities under charitable trust agreements and gift annuities

1,460,531

1,648,900

Funds held for members

19,414,291

14,350,890

Total liabilities

$20,950,940

$16,059,558

Designated

$1,090,117

$1,119,719

Donor advised

23,292,483

20,587,828

Field of interest

2,600,915

2,359,038

Total unrestricted net assets

26,983,515

24,066,585

Temporarily restricted net assets

2,495,473

2,517,694

Total net assets

$29,478,988

$26,584,279

Total liabilities and net assets

$50,429,928

$42,643,837

LIABILITIES (With Comparative Amounts for 2011)

NET ASSETS (With Comparative Amounts for 2011) Unrestricted net assets

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Consolidated Statement of Activities with Comparative Totals Year Ended June 30, 2012 REVENUE GAINS (LOSSES) AND OTHER SUPPORT

Unrestricted

Temporarily Restricted

2012

2011

Contributions

$5,297,477

$1,716,348

Administrative fees

166,604

161,892

Interest and dividend income

621,859

527,457

Net gain (loss) on investments

(434,062)

2,760,626

Increase in cash surrender value of life insurance policies

16,228

62,639

Change in value of assets held in charitable trusts and gift annuities

32,110

9,889

384,048

Total revenue, gains (losses) and other support

$5,700,216

$(22,221)

$5,677,995

$5,613,010

Grants and distributions

$2,188,514

$2,196,021

General and administrative

494,871

484,990

Other fund expenses

99,901

77,902

Total expenses

$2,783,286

$2,758,913

INCREASE (DECREASE) IN NET ASSETS

$2,916,930

$(22,221)

$2,894,709

$2,854,097

Net assets, beginning of year

$24,066,585

$2,517,694

$26,584,279

$23,730,182

Net assets, end of year

$26,983,515

$2,495,473

$29,478,988

$26,584,279

EXPENSES

Note: the above consolidated statement of activities excludes all activity related to funds for members.

Oregon Jewish Community Foundation is audited annually by Hoffman, Stewart & Schmidt, P.C., which has issued the following unqualified opinion on financial statements: â&#x20AC;&#x153;The financial statements are presented fairly, in all material respects, in accordance with accounting principles generally accepted in the United States of America.â&#x20AC;? To receive a copy of the full financial statements and notes as audited by Hoffman, Stewart & Schmidt, please call our office at 503.248.9328.

Board, Professional Staff & Partner Organizations EXECUTIVE COMMITTEE

PROFESSIONAL STAFF

Eric Rosenfeld, President Sharon Morell, President-Elect Stan Geffen, Immediate Past President Steve Laveson, Vice President Roy Abramowitz , Treasurer Jack Schwartz, Secretary Stan Blauer, Past President Irwin Holzman, Past President Jim Meyer, Past President

Executive Director Julie Diamond

PARTNER ORGANIZATION TRUSTEES Kathy Chusid, Jewish Family & Child Service Lance Steinberg,Cedar Sinai Park Brian Suher, Congregation Neveh Shalom Michael Weiner, Jewish Federation of Greater Portland Jeffrey Wolfstone, Congregation Beth Israel

AT LARGE TRUSTEES Jonathan Barg Jill Schnitzer Edelson Jonathan Glass Steve Gradow Ben Isenberg Jonathan Levy Elizabeth Menashe Harold Pollin, Past President Mark Rosenbaum Charles Schiffman Rob Shlachter Jerry Stern Mike Tannenbaum

PAST PRESIDENTS 2008 - 2010: Stan Geffen 2004 - 2008: Stan Blauer 2002 - 2004: Irwin Holzman 2000 - 2002: Roy Lambert 1998 - 2000: Jerry Sadis 1996 - 1998: Steve Kantor 1994 - 1996: Dick Solomon 1992 - 1994: Henry Blauer* 1990 - 1992: Jim Meyer 1988 - 1990: Harold Pollin

Finance Manager Alicia Byerley Marketing & Donor Relations Manager Janet Storm Development Associate & Grants Coordinator Gail Mandel OJCYF Adult Advisor Jonathan Morgan

PARTNER ORGANIZATIONS Beit Haverim Camp Solomon Schechter Cedar Sinai Park Congregation Ahavath Achim Congregation Beth Israel Congregation Neveh Shalom Congregation Shaarie Torah Gesher Havurah Shalom Jewish Family & Child Service Jewish Federation of Greater Portland Maimonides Jewish Day School Mittleman Jewish Community Center Morasha/Melton Oregon Area Jewish Committee Oregon Hillel Oregon Holocaust Resource Center Oregon Jewish Museum Pâ&#x20AC;&#x2122;nai Or of Portland Portland Jewish Academy Shir Tikvah Temple Beth Israel Eugene Temple Emek Shalom Young Judaea *Of Blessed Memory

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Expert, Trusted, Committed.

Standing back row left to right: Stan Blauer, Steve Laveson, Brian Suher, Steve Gradow, Jonathan Levy, Jonathan Glass, Jim Meyer, Eric Rosenfeld, Irwin Holzman, Jonathan Barg, Jack Schwartz, Roy Abramowitz, Charlie Schiffman Seated left to right: Ben Isenberg, Mike Tannenbaum, Lance Steinberg, Kathy Chusid, Liz Menashe, Sharon Morell, Julie Diamond, Rob Shlachter, Michael Weiner. Not Pictured: Jill Schnitzer Edelson, Stan Geffen, Harold Pollin, Jeff Wolfstone,

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Photo: Elie Bulka

FAMILY OF SUPPORTERS Oregon Jewish Community Foundationâ&#x20AC;&#x2122;s ability to fulfill its mission to safeguard Jewish communal life in Oregon and SW Washington is made possible only through the generosity of our donors, volunteers and other supporters. Thank you for helping us to help keep our community strong. GIFTS OF ENDOWMENT The following generous donors have created endowment funds or have contributed significantly to the OJCF Community Endowment Fund

Anonymous A Asa & Adrienne Arnsberg* Max Birnbach* Gerel & Henry* Blauer Janis Blauer-Chima Karen Blauer Shemaya Blauer Shoshanna Blauer *Of Blessed Memory

Marjorie Cohn Sid & Ruby Conroy* Richard Dobrow Stuart & Leah Durkheimer* Marilyn Forse Geffen Mesher & Company Gertrude Joseph Al Kailes* Chuck Karsun* Arthur Krichevsky* Rita & Louis* Lubliner Marvin & Leah Nepom Mimi & Zeâ&#x20AC;&#x2122;ev* Orzech Clara Paige* Lois Poplack

Irving Roberts* Alan & Eve Rosenfeld Betty Rosenfeld* Eric & Tiffany Rosenfeld Rosemarie Rosenfeld Dina Schnitzer Lois & Leonard* Schnitzer Mardi Schnitzer Sandra Schnitzer Shedrain Corporation Manton & Ruth Spear* Leah Spellman* Rebecca & Sada Tarshis* Robert Weil* Bertha Woolach*

OJCF ANNUAL REPORT | 21

PLANNED GIVING The following have donor advised funds, trusts, charitable gift annuities or have given gifts of life insurance Jeff & Sandy Axel Gloria Bacharach Neil Benaroya Gerry Birnbach Jack & Melanie Birnbach Owen & Lynn Blank Gerel & Henry* Blauer Stan & Judy Blauer Joel Bloom & Julie Novhov George & Harriet* Bodner Lynn Bonner Eugene & Layton Borkan Ethel & Stan* Briller Barbara Brown Milt & Cissi* Carl Bernard Carr Nathan & Sara* Cogan Margery & Edward* Cohn Seymour & Carol Danish Ilene & James Davidson Tom & Julie Diamond Stuart & Nikki Director Clarice & Phil* Eder Carmella Ettinger Evelyn Findl Akimasa & Devora Fleshler Marilyn Forse Ruth Friedel Elaine Friedman & Robert Liebman Morris Galen Erna Gelles & Alan Todd MacCormack Burton & Bernice Gevurtz Kerry Gilbert Rosalie Gilbert Ted Gilbert Robert & Lesley Glasgow Jonathan Glass & Sarah Kahn Glass Neil & Diana Goldschmidt Steve & Nancy Goldschmidt Doug & Lila Goodman Greg Goodman & Susan Schnitzer Mark & Christi Goodman Irwin Grossman Otto Grossman

Gordon & Meryl Haber Dana Hunt Ben & Janice Isenberg Garry & Judith Kahn Steven & Wendy Kahn Steve Kantor David Karlin Sheldon Klapper & Sue Hickey Charles Kobin Yoshio & Nikki Kurosaki Roy Lambert & Mary Maxwell Jeff Lang & Ramona Svendgard Steve Laveson & Lesley Isenstein Shirlee & Reuben* Lenske Julie Leuvrey Al Lewin* Jacob & Rose Lewin Kenneth Lewis Howard & Wendy Liebreich Derek & Lydia Lipman David Lippoff & Liz Rabiner Lippoff Barbara Lovre Rita & Louis* Lubliner Yossi & Judy Malka Barry & Susan Menashe Michael Menashe Ruben & Elizabeth Menashe Solomon & Rosalyn Menashe Larry & Joyce Mendelsohn Jim & Lora Meyer Mark & Marcia Meyer Harold & Sally Mink John & Jo-Ann Moss Harold Nadler Marvin & Leah Nepom Herb & Jeanne Newmark Mimi & Zeâ&#x20AC;&#x2122;ev* Orzech Henry & Nancy Oseran Traci Parker Sue Perkel Sylvia Perkel* Robert & Rita Philip Allan & Marney Pike Harold & Jane Pollin Lois Poplack Irving & Arlene Potter Phillip & Dorothy Reiter Gayle Schnitzer Romain William & Goldie Rosenbaum Steve Rosenberg & Ellen Lippman

Charles Rosenblum David & Diane Rosencrantz Alan & Eve Rosenfeld Eric & Tiffany Rosenfeld Rosemarie Rosenfeld Stanley & Madelle Rosenfeld Vic & Betty Rosenfeld* Warren & Sheryl Rosenfeld John & Marti Rosenthal Laurens & Judith Ruben Joann Ruden Rose Rustin Jerry & Bunny Sadis Dan Saltzman Marjorie & Jack* Saltzman Faye & Stan* Samuels Miles Schlesinger Lois & Leonard* Schnitzer Debra Schultz Jack & Barbara Schwartz Arden & Lois Shenker John & Janet Sherman Ulysses & Narda Sherman Robert & Mara Shlachter Jay Shore Stanley Shulster Ron & Myra Silverman David & Barbara Slader Richard Solomon & Alyce Flitcraft Gordon Sondland & Katy Durant Don & Ione Spear Marc Staimer & Alisa Blum Eve Stern & Les Gutfreund Jerry & Helen Stern Sharon Stern Tom Stern Jack Straus Brian Suher & Barbara Atlas Gloria Swire Charles & Nancy Tauman Ida Toff* Joseph & Celia Tushin* Sharon Ungerleider Larry & Elizabeth Volchok Lawrence & Vicki Wasserman Don & Sigrid Weidenweber Sharon Weil Gary & Carolyn Weinstein Stuart & Marcia Weiss Rick & Debbie Zurow *Of Blessed Memory

22 | OJCF ANNUAL REPORT

OJCYF ANGELS The following donors have provided generous underwriting for the Oregon Jewish Community Youth Foundation. Gerel & Henry* Blauer Stan & Judy Blauer Dick & Cameron Davis Irwin & Renee Holzman Harold & Jane Pollin

OJCYF ADVISORY COMMITTEE Sharon Morell Rob Shlachter Mike Tannenbaum Marcia Weiss

OJCYF SUPPORTERS The following made donations to the Oregon Jewish Community Youth Foundation. Roy & Kay Abramowitz Alan Bacharach Gloria Bacharach Robin Bacon-Shone W.J. Balick Bank of America/US Trust Peter & Leslie Beard William & Sandra Bennett Keith & Rosalie Berne Marc & Sarah Blattner Gerel & Henry* Blauer Karen Blauer & Dvora Mencher Stan & Judy Blauer Debbi Bodie Lauren Botney Monica Brenner Mitch Brock & Karoline Brock Eden Rose Brown Alicia Byerley Rabbi Michael Cahana & Cantor Ida Rae Cahana Milt & Cissi* Carl Roy & Stacy Carmen Gideon & Julie Caron Cavanaugh Levy Bilyeu LLP *Of Blessed Memory

Nathan Cogan Arlene Siegel Cogen Aaron & Linda Cohen Jon & Sallie Cohen Marcia Colton Deborah Davis Tom & Julie Diamond Richard Dobrow Elizabeth Dove & Andi Floyd Richard & Linda Dove Richard Edelson & Jill Schnitzer Edelson Rosalie Eisen Charles & Leslie Elder Jonathan Emanuel & Cara Buchalter-Emanuel Kristin Erickson Miriam Feder Federal Metal Company Howard & Jen Feldman Marian Fenimore First Republic Bank Josh & Amy Frankel Pamela Freedman Morris Galen Geffen Mesher & Company Rick Gilbert Jonathan Glass & Sarah Kahn Glass Bonni Goldberg Jane Goldhamer Doug & Lila Goodman Mark & Christi Goodman Emily Gottfried Steve & Michelle Gradow David & Susan Greenberg Rabbi Brad Greenstein Gail Halladay Perry & Merrill Hendin The Holzman Foundation Lewis & Lisa Horowitz Richard Hurwitz & Brenda Katz ICG Advisors, LLC Mike Imlah Rabbi Daniel & Carol Isaak Ben & Janice Isenberg Mark & Jennifer Kalenscher Rik & Nancy Kohn Michelle Koplan Anthony & Priscilla Kostiner Nate & Rosann Kramer

Jennifer Kupp Gail Lansky Steve Laveson & Lesley Isenstein Nancy Leavitt Michael & Marcy Lehman Ryan & Jordana Levenick Lawrence Levinson Jonathan Levy & Nancy Stone Leonard & Miriam Lewitt David Lippoff & Liz Rabiner Lippoff Richard Lishner Judy Margles Gail Maron Barry & Susan Menashe Ruben & Elizabeth Menashe Larry & Joyce Mendelsohn Jim & Lora Meyer Mark & Marcia Meyer Richard & Erika Meyer Eamon Molloy & Ellen Singer Dean & Sharon Morell Jonathan Morgan Allison Mudrick Jeffrey & Anne Nudelman Jerome & Shirley Nudelman Samara Oberlander & Moshe Agam Barry Oken & Melanie Fried-Oken Oregon Angel Fund Tracy Oseran Brian & Lynn Pauleen Chelsey Policar Martin Policar Irving & Arlene Potter Ken & Mary Rait Bert & Laurie Rogoway Paul & Gayle Romain Steve Rosenberg & Ellen Lippman Eric & Tiffany Rosenfeld Rosemarie Rosenfeld Stanley & Madelle Rosenfeld Warren & Sheryl Rosenfeld Eli & Chantal Rosenthal Fred Rothstein Ted & Davia Rubenstein Daniel & Melissa Rubin David Rubin Jill Rubinstein Richard Rubinstein Jr. Jack & Barbara Schwartz

OJCF ANNUAL REPORT | 23

Sandra Shapiro Shedrain Corporation Rebecca Shine Robert & Mara Shlachter Howard & Rebecca Slusher Rivkah Smith Scott Smith Jeffrey Snyder Diane Solomon Tom Soma Lee Spector & Leslie Hammer Marshal Spector & Shari Levinson Meira Spivak Harley & Robyn Spring Adam Steckel Ruth Steckel The Stern Family Brian Suher & Barbara Atlas Lynn Tobias Tonkon Torp LLP Transformer Technologies Ariel Ungerleider Sharon Ungerleider Shoshana Ungerleider Michael Volk & Patricia Magid-Volk Duane & Gail Wangenheim Stuart & Marcia Weiss Jeffrey & Mahri Weitz Rabbi Motti & Mimi Wilhelm Robert Woodell Mark & Leslie Workman Merritt Yoelin* Mark & Mindy Zeitzer Jay Zidell David Zimmerman

PROFESSIONAL ADVISORS GROUP OJCF Professional Advisors Group promotes and educates our community in charitable planned giving, and provides assistance and expertise to OJCF regarding legal and tax issues. Mark Rosenbaum, Chair Brian Suher, Chair Kay Abramowitz Roy Abramowitz

Alan Bacharach Richard Barker Owen Blank Eden Rose Brown Ken Davis Stuart Director Daniel Frankel Josh Frankel Stanley Geffen Gersham Goldstein Steve Gradow Irwin Holzman Lewis Horowitz Steve Kantor Jason Kaufman Charles Kobin Jonathan Levy Gabriel Markiz Jonathan Mishkin Roscoe Nelson III David Nepom Marvin Nepom Ben Olds Kim Rosenberg Charles Rosenblum John Rosenfeld Betsy Russell Jerry Sadis Jack Schwartz Ron Shellan Morton Simon Richard Solomon Lance Steinberg Brian Suher Roberta Taskar Roberta Weinstein Stuart Weiss

COMMITTEE VOLUNTEERS The following have generously donated their time to serve on OJCF committees or to help with OJCF events and administration. Roz Babener Karoline Brock Milt Carl Sallie Cohen Bob Depew

Josh Frankel Pam Freedman Richard Glassman Christi Goodman Joel Greenblum Lesley Isenstein Steve Kantor Chuck Kobin Susan Lienhart Liz Rabiner Lippoff Anne Nudelman Sami Oberlander Irv Potter Gayle Romain Jerry Sadis Elaine Savinar Paul Schlesinger Len Shapiro Dick Solomon Mimi Sorkin Robyn Spring Ruth Steckel Stuart Weiss Merritt Yoelin* Rabbi Arthur Zuckerman

IN-KIND SUPPORTERS The following companies and individuals have provided generous in-kind support for OJCFâ&#x20AC;&#x2122;s operations. Bonnie Barg Bill Newcomer Printing Capybara Ventures Carlyle Investments Cedar Sinai Park Century Catering City Center Parking First Republic Bank Geffen Mesher & Company Harold Grinspoon Foundation Jewish Federation of Greater Portland Miller Nash Mittleman Jewish Community Center Oregon Public Broadcasting Perkins Coie Rosenbaum Financial Yossi Shallman *Of Blessed Memory

24 | OJCF ANNUAL REPORT

GRANTS AND SCHOLARSHIPS In fiscal year 2012, OJCF provided nearly $2.2 million dollars in grants to the Jewish and greater community. Of that, more than $85,000 consisted of educational scholarships and upwards of $459,000 in endowed and field of interest grants alone. JEWISH DONOR ADVISED GRANTS Adat Yeshurun American Friends of Shira Hadasha American Israel Education Foundation American Jewish World Service Arachim Beit Haverim Birthright Israel Foundation B’nai B’rith Camp CAMERA

$7,550 $360 $12,600 $4,360 $250 $6,980 $6,258 $22,941 $1,000

Camp Solomon Schechter Cedar Sinai Park Chabad at Brandeis Chabad Jewish Center of Salem Chabad Lubavitch of Oregon Chabad of Central Oregon CLAL Congregation Ahavath Achim Congregation Beth Israel Congregation Kesser Israel Congregation Kol Ami

$6,590 $102,125 $360 $1,800 $2,052 $252 $540 $400 $101,634 $3,666 $360

OJCF ANNUAL REPORT | 25

Congregation Neveh Shalom Congregation P’nai Or of Portland Congregation Shaarie Torah FLAME Friends of Israel Defense Forces Friends of Kol Haneshama Friends of Yeshivas Rabbi Akiva Gesher Greater Portland Hillel Havurah Shalom Hesed Shel Emet of CSP Hillel at Brandeis University Hillel at University of Denver Hillel at University of Washington Honest Reporting Jewish Community Alliance of So. Maine Jewish Community of Central Oregon Jewish Family & Child Service Jewish Family Services San Diego Jewish Federation of Greater Portland Jewish Federation Palm Springs/Desert Jewish Federations of North America Jewish Student Union Jewish Theater Collaborative Kavod Kavod v’Nichum Los Angeles Jewish AIDS Services Ma’ayan HaTorah Day School Maimonides Jewish Day School MEMRI Mittleman Jewish Community Center Moishe House Morasha/Melton National Conference of Synagogue Youth Oregon Area Jewish Committee Oregon Board of Rabbis Oregon Hillel Oregon Holocaust Resource Center Oregon Jewish Museum Park Slope Jewish Center PEF Israel Endowment Fund PJ Library Portland Jewish Academy Portland Jewish Film Festival Portland Kollel PSU Judaic Studies Program Simon Wiesenthal Center Soille San Diego Hebrew Day School Solomon Schechter Day School Albuquerque Southern California Yeshiva High Shool Temple Beth Israel Eugene Temple Menorah

$45,477 $491 $14,538 $1,000 $250 $540 $500 $360 $12,790 $4,621 $5,540 $1,008 $360 $25,000 $500 $1,250 $360 $13,252 $300 $450,077 $6,000 $1,000 $1,800 $10,000 $180 $25,000 $1,000 $2,750 $3,548 $500 $85,710 $1,450 $826 $2,628 $9,175 $163 $1,450 $300 $20,634 $500 $1,044 $250 $139,070 $252 $14,750 $17,600 $250 $820 $500 $500 $2,150 $5,150

Torah High School of San Diego Tucker Maxon Oral School Tustin Public Schools Foundation UJA Federation of New York Yakar Foundation, Inc. Zionist Organization of America Total

$1,000 $500 $1,000 $1,080 $360 $500 $1,217,043

SECULAR DONOR ADVISED GRANTS ACLU Foundation of Oregon American Lung Association - Mountain Pacific Artists Repertory Theatre ASPCA Beaverton Education Foundation Boy Scouts of America Cascade Brandeis University Bridgton Food Pantry Bringing Hope to Children Campaign for Equal Justice Campaign for Tobacco-Free Kids Catlin Gabel School Chamber Music Northwest Chehalem Valley Aquatics Club Childpeace Montessori School Classroom Law Project Community Transitional School Community Warehouse Doernbecher Children’s Hospital Foundation Dougy Center Dress for Success - Portland Environmental Defense Fund Inc. Ethos Music Center Farmers Ending Hunger Foster Closet Inc. Friendly House Friends of Forest Park Friends of the Mission Viejo Library Friends of the Multnomah County Library Girls Inc. of Northwest Oregon Habitat for Humanity Portland Hand in Hand Harvard Business School Hispanic Metropolitan Chamber of Commerce Howard University Incight International Essential Tremor Foundation Intracranial Hypertension Research Foundation Japanese Garden Society of Oregon Kawaihae Canoe Club

$500 $1,000 $1,000 $10,000 $500 $250 $1,948 $250 $4,500 $1,000 $1,000 $50,000 $10,000 $400 $1,008 $525 $250 $250 $250 $5,000 $500 $270 $500 $270 $5,000 $4,750 $1,000 $1,000 $1,000 $2,500 $5,000 $1,000 $5,000 $250 $1,000 $5,000 $500 $700 $1,500 $1,200

26 | OJCF ANNUAL REPORT

KMHD Radio Lakes Environmental Association Lewis & Clark Law School Lift Urban Portland Living on Earth Loaves & Fishes Loon Echo Trust Messiah Lutheran Church Mt. Hood Cultural Center and Museum Multnomah Art Center Multnomah Bar Foundation National Crime Victim Law Institute National Psoriasis Foundation Network for Reproductive Options North Hawaii Community Hospital Northwest Chinese Academy Northwest Christian Community Foundation Northwest Pilot Project Northwest Portland Ministries OHSU Foundation OMSI Open Meadow Oregon Ballet Oregon Crime Victims Law Center Oregon Duck Athletic Fund Oregon Entrepreneurs Network Oregon Episcopal School Oregon Food Bank Oregon Humane Society Oregon Ostomy Association Oregon Public Broadcasting Oregon Repertory Singers Oregon Symphony Association Oregonian Season of Sharing Organization for Autism Research Pacific Northwest College of Art Palm Springs Desert Museum PBS Hawaii Perlman Music Program PHAME Academy Planned Parenthood Columbia/Willamette Pongo Fund Pet Food Bank Portland Art Museum Portland Chamber Orchestra Portland Festival Symphony Portland State University Foundation Providence Portland Medical Foundation Public Justice Foundation Reed College Regional Food Bank of NE New York Riverdale School Foundation Ronald McDonald House Oregon

$1,000 $1,000 $10,000 $5,000 $1,000 $500 $1,000 $1,000 $5,000 $250 $1,000 $250 $3,000 $1,000 $1,000 $7,500 $53,000 $500 $1,500 $6,000 $500 $2,000 $3,000 $1,000 $20,000 $1,000 $3,000 $5,860 $100 $3,000 $500 $1,800 $30,000 $300 $5,000 $7,000 $5,000 $1,000 $1,000 $2,000 $8,000 $3,000 $1,500 $360 $1,000 $16,000 $21,360 $1,200 $2,250 $2,000 $3,000 $1,600

Rotary Club of Portland Salvation Army Second Harvest Food Bank of Orange County Self Enhancement Inc Sitka Center for Art and Ecology Skidmore College Snowman Foundation St. Andrew Legal Clinic StandWithUs The Friendship Circle The North Coast Land Conservancy Third Angle Ensemble Thomas Edison High School Three Rivers Charter School Tobacco-Free Coalition of Oregon United Way of the Columbia/Willamette University of Oregon Foundation Vipassana Metta Foundation Yale University Young Audiences of Oregon Total

$2,500 $10,000 $1,000 $5,000 $1,400 $4,000 $250 $250 $1,000 $250 $500 $100 $5,000 $2,950 $7,500 $7,400 $1,250 $500 $400 $1,000 $434,651

NAMED ENDOWMENT & FIELD OF INTEREST GRANTS Anonymous A Fund Cedar Sinai Park Mittleman Jewish Community Center Total

$5,580 $5,580 $11,160

Anonymous A Senior Program Fund Mittleman Jewish Community Center

$8,846

Birnbach CGA Endowed Fund for PJA Portland Jewish Academy

$958

Max Birnbach Charity Fund B’nai B’rith Men’s Camp Association Camp Solomon Schechter Cedar Sinai Park Chehalem Cultural Center Congregation Neveh Shalom Hadassah/Young Judaea Jewish Family & Child Service Jewish Federation of Greater Portland Mittleman Jewish Community Center Newberg Education Foundation Oregon Hillel Renaissance School of Arts and Sciences Willamette Shakespeare Total

$1,454 $1,200 $5,818 $500 $2,327 $291 $2,909 $5,054 $2,909 $500 $1,454 $1,845 $500 $26,762

OJCF ANNUAL REPORT | 27

Community Endowment Fund Birthright Israel Foundation B’nai B’rith Men’s Camp Association Cedar Sinai Park Community Warehouse Congregation Neveh Shalom Congregation Shaarie Torah Ecumenical Ministries of Oregon Hesed Shel Emet of CSP Jewish Community of Central Oregon Jewish Family & Child Service Jewish Federation of Greater Portland Jewish Student Union Jewish Theatre Collaborative Mittleman Jewish Community Center Moishe House Morasha/Melton Oregon Area Jewish Committee Oregon Hillel Oregon Holocaust Resource Center OJCF Create a Jewish Legacy OJCF Web Upgrade Oregon Jewish Museum Portland Jewish Academy Returning Veterans Project Temple Beth Israel Total

$1,000 $10,000 $6,000 $500 $3,000 $2,000 $500 $3,000 $1,000 $5,000 $5,000 $1,000 $1,000 $4,000 $1,000 $3,000 $1,000 $1,000 $300 $10,000 $3,776 $2,500 $2,000 $500 $500 $68,576

First Hebrew Benevolent Fund Jewish Family & Child Service

$16,703

Friendly Rosenthal Fund Cedar Sinai Park Jewish Family & Child Service Mittleman Jewish Community Center Total

$22,000 $23,000 $20,000 $65,000

Chuck Karsun Memorial Fund Congregation Shaarie Torah Jewish Family & Child Service Jewish Federation of Greater Portland Jewish National Fund OJCF Community Endowment Fund Portland Jewish Academy Total

$18,114 $18,114 $72,456 $9,057 $45,285 $18,114 $181,141

Living Room Fund of OJCF Mittleman Jewish Community Center Lubliner Endowed Fund for the Needy Hesed Shel Emet of CSP Jewish Family & Child Service Total

$304

$4,827 $4,827 $9,654

Lubliner Robison Jewish Home Endowed Fund Cedar Sinai Park

$3,674

Oregon Israel Fund Jewish Theatre Collaborative National Conference of Synagogue Youth Portland Jewish Film Festival Total

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

Leonard & Lois Schnitzer Supporting Foundation Total Distribution

$54, 319

Leah Spellman CSP CGA Endowment Cedar Sinai Park

$3,173

Leah Spellman Memorial Fund Cedar Sinai Park

$6,494

SCHOLARSHIPS Max Birnbach Charity Fund Tarshis Scholarship Fund

$2,327

Stan and Ethel Katz Briller Jewish Education Fund Kailes Scholarship Fund Tarshis Scholarship Fund Total

$1,000 $1,500 $2,500

Albert J. Kailes Memorial Scholarship B’nai B’rith Summer Camp

$4,400

Arthur P. Krichevsky Memorial Scholarship Maimonides Jewish Day School Portland Jewish Academy Hebrew Union College Total

$11,200 $44,590 $2,000 $57,790

Rebecca and Sada Tarshis Memorial Scholarship Case Western Reserve University Chapman University Cashiers Office Hebrew Union College LA Ithaca College Lewis & Clark College Macalester College Portland State University Southern Oregon University University of Colorado Boulder University of Oregon Whitman College Willamette University Total

$2,500 $250 $2,000 $750 $1,500 $750 $4,750 $3,250 $250 $4,500 $250 $2,750 $23,500

The Oregon Jewish Community Foundation 610 SW Broadway, Suite 407 Portland, OR 97205 Tel: 503.248.9328 Fax: 503.248.9323 www.ojcf.org | www.ojcfgift.org