2014 Annual Report

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IMPACT TODAY. IMAGINE TOMORROW.

2014 Annual Report

VISION Rooted in Jewish values, the Jewish Federation of South Palm Beach County seeks to inspire and galvanize local residents and organizations to build and sustain a strong, caring, vibrant Jewish community for today and tomorrow.

MISSION At the hub of the Jewish community, the Jewish Federation of South Palm Beach County strategically engages donors, supporters and community partners in addressing and planning for current and future needs of the Jewish people locally, in Israel and around the world.

The Federation accomplishes these goals by: building Jewish community and developing Jewish communal leadership; promoting Jewish identity, education and engagement; caring for the vulnerable; advocating for the well-being and security of the Jewish people and standing with Israel, their spiritual homeland.

GROWTH. SOLIDARITY. ENGAGEMENT. Dear Federation Family: It has been another banner year at Federation, in terms of impact, scope and vision.

Our Annual Campaign continues to grow at all levels — surpassing the ambitious benchmarks set in 2013. More and more new donors are joining the fold. We are standing behind Israel and our worldwide Jewish community with increasing numbers and solidarity. And Jewish community engagement has risen to a whole new level.

There is a palpable feeling of momentum building across our Jewish campus as well. With the construction of the Sinai Residences of Boca Raton (a Continuing Care Retirement Community) in full swing, and finalized plans for Weinbaum Yeshiva High School to join us on campus, “the hub” of our Jewish Community is becoming even more robust and encompassing.

That vitality also extends to Federation’s programs. We could not have hoped for a more successful launch of our vibrant new Men’s Division, with sold-out events including an extraordinary mission to Cuba. Nor could we have imagined a more reenergized Young Adult Division — or dynamic Business & Professional Division.

The vision of a brighter Jewish future is also more vivid than ever, with an influx of generous endowments to the Jacobson Jewish Community Foundation, a flourishing community-wide Create a Jewish Legacy campaign boosted by a prestigious new national partnership and a Lion program that continues to boast more Lion of Judah Endowments (LOJEs) than any other community in North America.

Finally, it is deeply heartening to see increased community participation. Our neighbors came together not once but twice to stand with Israel during the summer crisis and raised significant emergency dollars. More and more people are touring our campus, attending events, inquiring about programs and visiting us online. And now, with our first-ever Director of Community Engagement — a unique position for any Federation — we are creating dynamic new partnerships, strengthening existing ones and bringing synagogues, schools, agencies and fellow Jews together like never before.

The impact of this year’s many initiatives is real, tangible and impressive. And the vision as we imagine our Jewish future is brighter than ever. None of us can recall a more exciting time to be part of our Federation and we hope you are feeling it, too.

Warm Regards,

Albert W. Gortz Chair, Jewish Federation of South Palm Beach County Board of Directors

Richard Steinberg Chair, Jacobson Jewish Community Foundation

Matthew C. Levin President & CEO, Jewish Federation of South Palm Beach County

YEAR IN REVIEW 2014

From our rising Annual Campaign and endowments to building on our campus, from our growing partnerships and community engagement – 2014 was a year of expansion. With optimism, increasing resources and innovation, we also expanded our vision and plans to ensure a present and future of caring for our community and our people.

As you will discover in the following pages, the impact of this year’s many initiatives is real, tangible and impressive. And, beyond imagination, we see that our Jewish future will be brighter and more vivid than ever. It’s an exciting time to be part of our Federation and, if you’re involved, we know you are feeling it, too.

Here are some of the top highlights of a year marked by green lights, open doors and an unstoppable momentum:

SUPPORT

ANNUAL CAMPAIGN

Business & Professional Division (B&P). In its third year, a thriving B&P Division continued its successful Industry Icon events, sustained a cabinet of 50 members and grew “Business Casual,” its signature networking series for women. It also marked the second year of the Inspire mentorship program, pairing local business icons with entrepreneurs from our community.

MEN’S DIVISION. The newly launched Men’s Division could not be more successful with sell-out events— including a recent mission to Cuba— and an expanding committee of engaged participants. This vibrant group is enjoying enriching experiences together while building a strong division of their own to benefit the world, educate others and create a brighter Jewish future.

Country Club Communities and Neighborhoods.

Committed leaders and volunteers once again showed their unwavering commitment. They educated and raised vital Annual Campaign funds from their friends, neighbors and acquaintances. Several clubs raised additional funds and volunteered hands-on in mitzvah projects through the Adopt-a-Project program. Many also participated in and offered leadership development opportunities.

Women’s Philanthropy. With nearly 800 Lions of Judah, the roar of our pride is heard around the world.

Attendance at January’s Annual Lion of Judah Luncheon topped 350, Community women also eagerly participated in our Community Education and Outreach Day and our Pomegranate event. Chapter Two, an introductory program designed for women seeking to connect with the community at various stages in their lives, completed its inaugural year with great success. There’s great energy in Women’s Philanthropy, with a place for everyone who wants to join in.

Major Gifts. Our King David Society, Prime Minister’s Council, and Ketubah Society members were celebrated at a new Leadership Gifts Event featuring Ambassador Michael Oren. Freyda & Ed Burns and Eleanor & Irving (z’l) Jaffe were welcomed into the Ketubah Society. The Sandler Family Major Gifts Event, featuring best-selling author Daniel Silva and award-winning journalist Jamie Gangel, completely sold out!

At the event, we reached our goal of adding 100 new major donors within a year. Major Donors began enjoying exclusive monthly CEO luncheons and a new benefit package. Emerging Jewish Philanthropists (EJP), mingled with top speakers at exclusive receptions, had a private PAMM museum tour and enjoyed many opportunities to connect with each other and our extended Jewish family. In fact, our EJP even received national “Fedovation” recognition by JFNA as a successful, innovative program at the General Assembly.

EVERYONE COUNTS

Young Adult Division (YAD). Through YAD, young Jewish adults came together to mix, mingle and make a difference here at home, in Israel and around the world. They had a record-breaking Chanukah party, phenomenal Comedy Night Live party, helped package food for the needy, made holiday cards for IDF and American Jewish soldiers, heard from Jews in France & IDF soldiers in Israel, traveled to New Orleans for Tribefest and enjoyed packed happy hours at local hot spots.

60 DAYS OF IMPACT. Keeping up momentum throughout the Annual Campaign, we launched our vibrant new 60 Days of Impact at THE EVENT starring Larry Miller. From its exciting launch through Super Sunday, we’ve sent out the call loud and clear: GIVE, VOLUNTEER & GET ENGAGED!

Our Everyone Counts Campaign added more than 1,000 new donors – and it’s still going strong!

FEDERATION PROGRAMS: ENGAGEMENT. Twenty-two professionals from local Jewish agencies and synagogues just completed the first year of our Federation’s Jewish Community Leadership Institute (JCLI). This promising new initiative consists of ten intensive training sessions that prepare participants to serve at the highest mantles of leadership in our Jewish community. A new class will begin in Fall 2015. Rabbi Josh Broide joined the Federation as its first Director of Community Engagement to bring our community even closer together, building and strengthening even more relationships and partnerships throughout the area.

Jewish Community Relations Council. Here is a short sample from an active year of advocating and educating the community. Federation partnered with FAU’s Center for Holocaust and Human Rights Education to bring impactful Holocaust programming to 2,300 local public high school students. Israeli innovation in medicine, technology and entertainment wowed an audience of several hundred at Imagination Israel, a celebration of the founding of our homeland.

Lobbying on behalf of the vulnerable took place at the Legislative Sendoff and in Tallahassee. Yom HaShoah was commemorated by an interfaith gathering of survivors and 700 others.

When our homeland endured nearly 5,000 rocket attacks last summer, our Federation’s Jewish Community Relations Council brought together more than a thousand people in solidarity— on two occasions— and raised more than $600,000 in just a few weeks to benefit our Israel Emergency Fund.

Planning & Allocations. Charged with assessing local needs, P&A prioritizes and distributes funding to address current concerns as well as programs to sustain and enhance Jewish life for the future. Last year, P&A directed aid for local seniors, individuals with special needs and Holocaust survivors. Funding also went toward day school scholarships and enhanced opportunities for innovative Jewish learning, as well as outreach and engagement initiatives across the denominational spectrum. Additionally, funding was granted to support our JCRC’s advocacy efforts.

ISRAEL & OVERSEAS. Through our historic global partners, Federation touches the lives of thousands of the most vulnerable in our Jewish family worldwide. This past year, we fed the hungry and kept them warm in the Urals and Ukraine, funded Jewish Identity Summer Camps in the FSU and Hungary, assisted Ethiopian-Israeli youth reach their potential, helped Haredi men in Israel enter the IDF and gain employment, funded South Palm Beach County youth participating in long-term Israel experiences, enjoyed our deep relationship with Kiryat Bialik our Partnership2gether Sister City, and much more.

SPECIAL NEEDS. Through generous support from the Naomi & Saul Meyers and Rose & Leon Barrows Endowment Fund, and the vision of local estate attorney Craig Donoff, our Federation has begun to supplement existing Special Needs programming and has started planning more robust, targeted special needs offerings in our community.

Birthright Israel Community Bus. Our second Birthright Israel community bus brought more than three dozen young, local Jewish adults to Israel for 10 days of exploring, learning and bonding. The 22- to 26-year-olds hailing from South Palm Beach County were led by Federation professionals throughout their inspirational journey to our Jewish homeland.

Department of Jewish Education.

DJE’s School Educational Services convenes Professional Council meetings of all Day School Heads-of-Schools, Congregational School Education Directors and Early Childhood Directors.

It also offers an array of professional development programming for more than 500 teachers in these schools. Chesed Day once again brought more than 500 day school students to learn together on the Federation campus. A record 80 students from Boca Raton traveled on the life-changing March of the Living, along with 35 adults on their own bus. In partnership with JFS and supported

by JWF, a new From March to Miriam program has created “families” of students and adult March alums with local Holocaust survivors to provide support to the survivors and enrichment to all.

PJ Library®. More than 1,300 local families raising Jewish children have been receiving Jewish books for their youngsters through the new PJ Library® - South Palm Beach County Partnership. Over 3,800 children, parents and grandparents enjoyed PJ Library activities around the community at over 65 venues for programming including the 8th Night of Chanukah Celebration at Boca Center with over 1,000 people in attendance.

SOLIDARITY

COMFORT FEDERATION AFFILIATED CORPorations:

Federation Transportation Services (FTS). This past year, FTS provided 52,000 trips for over 300 seniors and clients with disabilities who would otherwise not have free transportation to vital and life sustaining activities. Destinations include doctors’ offices, grocery stores, pharmacies, hot meal sites, places of worship, and popular locations for a monthly field trip. FTS also transports Donna Klein Jewish Academy students to their homes and to offsite school activities, as well as Adolph and Rose Levis Jewish Community Center campers to activities.

Jewish Community Facilities Corporation.

This subsidiary of our Federation continued its successful management and safe operation of the entire 100-acre campus— the largest JFNA Federation campus in the country. The sprawling property features more than 300,000 square feet of building space, including

schools, two HUD senior living buildings, and office buildings, as well as training, cultural and recreational facilities.

The campus is also home to the Sinai Residences of Boca Raton, a luxurious state-of-the-art 650,000 square foot Continuing Care Retirement Community (CCRC) now under construction.

Federation CCRC Development, LLC. This independent separate entity is a not-for-profit LLC solely owned by our Federation. It actively governs, and is overseeing the development of, the Sinai Residences of Boca Raton. This vibrant, modern and luxurious CCRC under construction, occupies 23.5 acres on the Federation campus, and is scheduled to open in late 2015. Sinai Residences includes 237 Independent Living units, 48 Assisted Living units, 60 full nursing units, and 24 memory support units.

Currently, 100% of the Sinai Residences Independent Living residence units have been reserved.

ENDOW JACOBSON JEWISH COMMUNITY FOUNDATION: WHERE YOUR VALUES LIVE ON. With the goal of securing a brighter future for our community, the Jacobson Jewish Community Foundation (JJCF) has grown to $75 million.

During this past year, JJCF provided grants totaling over $4 million to more than 300 local, national and international organizations. Over $1 million in grants were distributed in support of our Federation’s Annual Campaign.

Jewish Women’s Foundation. As a forum for informed Jewish philanthropists and leaders, the Jewish Women’s Foundation (JWF) raises and directly allocates funds to special programs for women and children. JWF celebrated its 12th anniversary and allocated to more than nine projects locally and in Israel. During the past 12 years, JWF has granted over $750,000.

Create a Jewish Legacy. In its third year, Create a Jewish Legacy (CJL) at the JJCF was honored to be one of eight community programs chosen by the Harold Grinspoon Foundation to participate in its Life & Legacy initiative, a four-year partnership that helps promote after-lifetime giving to benefit Jewish day schools, synagogues, social service organizations and other Jewish entities. Through training, support and monetary incentives, South Palm Beach County’s Jewish organizations will be motivated to secure legacy gifts, steward donors and integrate legacy giving into the philanthropic culture of the Jewish community.

GOLDEN GIVERS. Our community is blessed to have over 1,000 donors known as The Golden Givers, who have contributed to the Federation’s Annual Campaign for 18 years or more. This is the second year that the JJCF held a ‘Golden Gathering’ to honor them and express gratitude for their ongoing commitment to the Jewish people. Many of these ‘Golden Givers’ have ensured that their devotion lives on in perpetuity by leaving a legacy gift to the community.

Professional Advisory Committee. Over 100 members strong, the Professional Advisory Committee (PAC) is largely responsible for the growth of the JJCF. PAC members have encouraged their clients to establish current and legacy charitable gifts through trusts, bequests, life insurance policies and donor advised funds, while enjoying networking and educational opportunities.

LEGACY

LION OF JUDAH ENDOWMENT. During 2014, nine more women joined our Lion of Judah Endowment (LOJE) program. By becoming a LOJE, each woman ensures that a generous gift will be made to the Federation in her name, in perpetuity. With 278 women strong, our community continues to lead North America with the highest number of endowed “Lions Forever.”

In 2014, the Jacobson Jewish Community Foundation (JJCF) was honored to be chosen by the Harold Grinspoon Foundation to participate in an exclusive four-year partnership to promote legacy giving.

SUSTAIN

Sinai Residences of Boca Raton Opening in late 2015, Sinai Residences of Boca Raton is evolving to become one of the most highly desirable continuing care retirement communities in the country. Owned by Federation CCRC Development, LLC, an independent, notfor-profit entity its construction began shortly after the groundbreaking ceremony held in January of 2014. Interest in the luxury apartment homes remains high with 100% of the Independent Living residences currently reserved, and a waiting list established.

The resort-style senior living community is situated on 23.5 acres on the north campus of the Jewish Federation of South Palm Beach County. With 237 independent living apartment homes, Sinai Residences will also ensure guaranteed access to a full continuum of on-site care including assisted living, memory care and skilled nursing care at predictable rates.

Designed by world-renowned architects Perkins Eastman, the Life Care Community embodies the form and planning aesthetics of Mediterranean architecture.

Sinai Residences’ maintenance-free lifestyle features an array of innovative services and upscale amenities designed to provide comfort, convenience and security. These will include multiple dining venues (including accommodations for kosher meals), programs, classes, and indoor and outdoor common areas for the enjoyment of residents and their guests.

For more information about Sinai Residences, please contact Amy Linder at (561) 338-9595.

Developed by

Managed by

CARE Leon and Leona Brauser are thrilled to be moving to Sinai Residences from Boca Raton.

BENEFICIARY AGENCIES

Adolph & Rose Levis Alzheimer & Adult Day Care at the Volen Center Adolph & Rose Levis Jewish Community Center American Friends of Israel Elwyn American Jewish Joint Distribution Committee American Friends of Beit Issie Shapiro BBYO Gold Coast Region Birthright Israel Foundation B’nai Torah Congregation Boca Raton Jewish Experience Boca Raton Synagogue Chabad of East Boca Chabad Student Center Center for Holocaust and Human Rights Education Center for Women’s Justice Congregation B’nai Israel Congregation Shaarei Kodesh Congregation Torah Ohr Donna Klein Jewish Academy Ethiopian National Project Federation Transportation Services Florida Association of Jewish Federations Hebrew Free Loan Society Hillel – Florida Hillel Day School of Boca Raton Hillel of Broward & Palm Beach Hillel – The Right to Choose/Housing

The Jewish Federation of South Palm Beach County, the Jacobson Jewish Community Foundation and the Jewish Women’s Foundation are proud to support the following organizations’ work to sustain our Jewish community and our people locally, in Israel and around the globe: Assistance & Financial Empowerment

NCSY

Jerusalem U

Nirim Foundation

Jewish Adoption & Foster Care Options (JAFCO)

PJ Library®

Jewish Agency for Israel

Ruth & Norman Rales Jewish Family Services

Jewish Association for Residential Care

Sharks for Israel

Jewish Community Relations Council

StandWithUs

Jewish Education Center of South Florida

Temple Beth El of Boca Raton

Jewish Federations of North America

Temple Sinai of Palm Beach County

Jewish National Fund – Alexander Muss High School in Israel

Torah Academy of Boca Raton

Jewish Student Connection Kol HaIsha Kol Israel Haverim Kosher Konnection Liumi March of the Living

Weinbaum Yeshiva High School World ORT Women’s Spirit – Opening Doors

REVENUE & EXPENse REPORT (In Thousands)

GRANTMAKING (In Thousands)

Jewish Federation of South Palm Beach County, Inc.

Jacobson Jewish Community Foundation (JJCF) Jewish Community Facilities Corp.

2013-2014 Financial Highlights Revenue, Expense, and Grantmaking Report Final Audit Information

FEDERATION GRANTS:

Adolph & Rose Levis Jewish Community Center $1,038 Ruth & Norman Rales Jewish Family Services $938 Donna Klein Jewish Academy $731 Jewish Association for Residential Care $389 Hillel Day School $203 SUPPORT & REVENUE:

Torah Academy $181 Annual Campaign $14,213 Weinbaum Yeshiva High School $138 Foundation Contributions, Gifts, Grants

$6,271 Combined Outreach Grants* $107 Program and Other Revenue $2,169 Adolph & Rose Levis Adult Day Care Center $60 Florida Hillel Council $40 TOTAL PRIMARY REVENUE $22,653 Transportation Services $30 Jewish Adoption and Family Care Options $25 OTHER REVENUE:

Birthright Israel $20 Interest and Dividend Income from Investments $516 Temple Beth El - Infant Care $10 Realized Gains from Investments $231 Special Needs Task Force $5 Facilities Corp. Misc. Revenue $643 B’nai Brith Youth Organization- Florida $4 Facilities Corp. - Revenue from Beneficiary Agencies on Campus $1,899 Kosher Konnection $4 Other $14,589 TOTAL: $3,922 TOTAL OTHER REVENUE $17,878 OVERSEAS GRANTS*: TOTAL SUPPORT AND REVENUE

Through Jewish Federations of North America

$40,531

Expense:

FOUNDATION GRANTS (JJCF)

Kamsly Fund Grants for Jewish Teen Programming* $66

Jewish Women’s Foundation Grants* $137 Scholarships $41 $550 Grants for Special Projects* $36 $1,234 Mollie Rosenthal Memorial Fund $60 $3,922 Women to Women Rapid Response

$8 $4,221 JJCF Grants from Donor Directed Funds to Charitable Organizations $3,873 $251 $3.066

$4,221 $4,239

PROGRAM & GRANTMAKING EXPENSES Jewish Federations of North America - Dues Jewish Federations of North America - Overseas Grants Federation & Foundation Grants to Various Beneficiaries Foundation Grants from Donor Directed Funds Charitable Grants - From Weinberg Fund Planning, Community Relations, Overseas, Jewish Education, Foundation Communications, Event Expenses, Support to Agencies (HR, PR, IT, FS) TOTAL PROGRAM & GRANTMAKING EXPENSES

$1,234

$17,483

FACILITIES - CAMPUS OPERATING COSTS, NET On behalf of Beneficiary Agencies on Federation Campus, net

ADMINISTRATIVE AND MANAGEMENT EXPENSE

$1,129

$561

FUNDRAISING EXPENSE

$1,678

WEINBERG FUND GRANTS FOR SENIOR PROGRAMS* $251

DESIGNATED SUPPLEMENTAL GIFTS: In addition to the Annual FACILITIES/CAMPUS OPERATING COSTS Campaign, supplemental gifts were made to, or through the Federation to, Jewish Campus-Wide costs $1,570 organizations apart from Annual Campaign or Emergency Campaigns. Supplemental Campus costs on behalf of Beneficiary Agencies, gross of income $3,028 gifts enhanced Federation’s ability to advance certain programs and projects, and address emerging needs. Federation made distribution payments from these gifts TOTAL FACILITIES/CAMPUS OPERATING COSTS $4,599 within the ‘13-‘14 Fiscal Year totaling: $395

*See note below TOTAL EXPENSES

$24,321

Total Expenses $24,321 (In Thousands)

19%

Facilities/Campus Costs

$4,599

72%

(Granting to Beneficiary Agencies Net $1,129)

7%

Program Expenses and Grantmaking

Fundraising

$1,678

$17,483

2%

Admin./Management

$561

*NOTE: Jewish Community Facilities Corporation (“Facilities Corp”), Facilities Corp., a separate 501c2 entity, and a subsidiary of the Federation, operates and manages the 100-acre campus with over 300,000 square feet of building space.

In Fiscal 2013-14, Facilities Corp. funded over $4 million to operate the campus, of which $3 million is attributable directly to the campus beneficiary agencies. These agencies assumed $2 million of that cost, and Facilities Corp. absorbed the remaining $1 million on their behalf, plus the additional $1 million campus-wide costs.

*See list of all beneficiaries on pages 10 and 11

Jacobson Jewish Community Foundation (JJCF) Statement of Activities - Fund & Operations FYE 8/31/14 (In Thousands)

Beginning Net Asset Balance 9/1/13

$42,374

Revenue

Fund Contributions Fund Operating Fees Investment Activity

$6,271 $485 $6,326 $13,082

Total Fund Revenue

$175

Operating Revenue

$13,257

Total Revenue Expenses Fund Charitable Grants Loss on Intra Fund Receivables Operating Expenses

$4,221 $1,332 $1,525

Total Expenses

$7,078

Net Surplus

$6,179

Ending Net Asset Balance 8/31/14

$48,553

Charitable Grants Through JJCF Fiscal Year 2013/2014 (In Thousands) Total: $4,221

36%

44%

to JFSPBC Annual Campaign

to Other Jewish Organizations

From Donor Advised Funds, LOJE. PACE & Unrestricted Granting:

From Donor Advised Funds, JWF, Kamsly, Scholarships & Unrestricted Granting

$1,500

$1,847

10%

to JFSPBC Beneficiary Agencies - DKJA, JARC, JCC & JFS From Donor Advised Funds & Designated Endowments:

$442

10%

to Other Charitable Organizations From Donor Advised Funds to Universities, Hospitals, etc.:

$432

The Jacobson Jewish Community Foundation (JJCF) combined assets under management total $75 million.

These include $48 million in net assets plus $27 million held by JJCF as custodian for local agency and synagogue funds. This past year, JJCF provided grants totaling over $4 million to more than 300 local, national and international organizations, including over $1 million in grants in support of our Federation’s Annual Campaign. JJCF seeks to create a strong philanthropic culture of planned giving throughout our community by partnering with fifteen local Jewish institutions and synagogues.

Federation Officers/EXECUTIVE STAFF Chair Albert W. Gortz, Esq.

Vice Chair Etta Gross Zimmerman

Vice Chair, Financial Resource Development Anne L. Jacobson

Secretary Debra Halperin

Vice Chair, Campaign Betty Kane

Assistant Secretary Carol Smokler

Vice Chair, Jacobson Jewish Community Foundation Richard D. Steinberg

Treasurer Stewart Kasen

Vice Chair, Women’s Philanthropy Judi Schuman

Assistant Treasurer David Kirschner

Vice Chair, Planning & Allocations Joseph S. Mishkin

President & CEO Matthew C. Levin

Vice Chair, IOC Eric Stein

Chief Operating Officer Mel Lowell

Vice Chair Wesley E. Finch

Executive Vice President Marla Weiss Egers

Federation BOARD MEMBERS Rabbi Daniel Levin Michael Lipton Roxane Frechie Lipton Robert Marton Genevieve Menaged* Stephen A. Mendelsohn Paul Miller Rabbi Philip Moskowitz Jeffrey Newman Cindy Orbach Nimhauser Stephanie Owitz Richard Paul Barry Podolsky David Pratt Wendy Pressner Susan Rahn Andrew S. Robins Jill Rose Michael Rose Amy Ross Robin Rubin Mark Schaum Dr. David Schimel Joseph Sitrick Rabbi David Steinhardt Richard Stolls Ted Struhl Dorothy M. Wizer Ilene Wohlgemuth • Beneficiary Agency Chair/President

Federation DIRECTORS EMERITUS Margie B. Baer Edward I. Burns Karola Epstein Kinnie Gorelick Dorothy Lipson Lawrence Phillips

Chair Richard D. Steinberg, CFA

Chair, Marketing Dale Filhaber

Vice Chair, Board Development Elyssa J. Kupferberg

Chair, Nominating Committee Norman Jacobson

Chair, By-Laws Donald R. Tescher, Esq.

Chair, Women’s Philanthropy Planned Giving And Endowments Barbara Lewin

Co-Chairs, Create A Jewish Legacy David A. Katzman, CPA Anne L. Jacobson Norman Jacobson Co-Chairs, Grants & Scholarships Committee Kathy Green Michael D. Lipton Chair, Insurance Committee Seth A. Marmor, Esq. Chair, Investment Committee Matthew J. Kutcher, CFP Chair, Jewish Women’s Foundation Alice Kemper

Vice Chair Arthur Goldberg

Michael Beckerman Laurence I. Blair Dana Charles-Kodner Helen Cohan Alan Cornell Jill Deutch Bryan Drowos Howard DuBosar Rabbi David Englander Barbara Feingold Larry Feldman Dale Filhaber Meryl Gallatin David Galpern Louise Galpern Stuart Ganslaw Rani H. Garfinkle Ivan Gefen Harvey Geller* Glen Golish Emily Grabelsky Dr. Gail Greenspoon Eric Gutmann* Shelley Pechter Himmelrich Eydie Holz Thomas R. Kaplan Lawrence Katz Jon Kimmel* Elyssa Kupferberg Dr. Gail Rubin Kwal April E. Leavy Adele Lebersfeld Murray Leipzig

FOUNDATION EXECUTIVE COMMITTEE

Clarice F. Pressner Gordon Salganik Dorothy P. Seaman Richard Siemens Shirley Solomon Elizabeth S. Zinman

Co-Chairs, Professional Advisory Committee Kenneth A. Pritzker Joel H. Yudenfreund, Esq., CPA Immediate Past Chair David Pratt, Esq. At Large Laurence I. Blair, Esq. Gail Greenspoon Marjorie A. Horwin, CPA Thomas R. Kaplan Mark A. Schaum, Esq, CPA

FOUNDATION BOARD OF TRUSTEES Includes Executive Committee M. Adam Bankier, Esq. Stan Barry Michael Beckerman Stuart E. Bloch, Esq. Dana Charles-Kodner, Esq. Caryn Clayman, Esq. Helen Cohan Alan Cornell Lindsey Donoff Janet Elinoff Sheila Fuente Louise Galpern Joan Garde Ivan Gefen Cliff Gelber Stephen Grabelsky Shelly Pechter Himmelrich David A. Kirschner Richard Kwal

Robert B. Lewis Sandra L. Lippy Roxane Frechie Lipton Linda A. Melcer Joseph S. Mishkin Cindy Orbach Nimhauser Jonathan I. Sahn, CLTC Michael J. Shapiro Roz Silver Brian Singer, CFP, CLU Ted Struhl Barbara Werner Dorothy Wizer Jerome L. Wolf, Esq EX OFFICIO, JFSPBC Albert W. Gortz, Esq.

FOUNDATION PAST CHAIRS Gary Bernstein ** Albert W. Gortz, Esq. Marvin A. Kirsner, Esq. Jerome L. Wolf, Esq. Eric W. Deckinger Ralph M. Solomon **

1984 – 1986 1986 – 1988 1988 – 1990 1990 – 1991 1991 – 1994 1994 – 1996

Eugene Pargh Jeffrey S. Kahn, Esq. Caryn J. Clayman, Esq. Charles Ganz Thomas R. Kaplan David Pratt, Esq.

1996 – 1997 1997 – 2001 2001 – 2004 2004 – 2005 2005 – 2008 2008 – 2013

Federation PAST CHAIRS James B. Baer ** Marianne Bobick James H. Nobil **

Marvin Zale Allan B. Solomon Richard Okonow ** Herbert Gimelstob

1979 – 1983 1983 – 1986 1986 – 1988, 1999 – 2001 1988 – 1991 1991 – 1992 1992 – 1995 1995 – 1998

Ralph Solomon ** Andrew S. Robins, Esq. Lawrence D. Altschul Etta Gross Zimmerman Stewart G. Harris ** Cindy Orbach Nimhauser Ellen R. Sarnoff

1998 – 1999 2001 – 2003 2003 – 2005 2005 – 2007 2007 – 2010 2010 – 2011 2011 – 2014

**Of Blessed Memory

2014-15 CORPORATE SPONSORS* $25,000+

$5,000+ cont’d BNY Mellon Wealth Management

Hotwire Communication

$2,500+ CONT’D

Greenberg Traurig P.A.

Rehmann

Marcus & Levine, CPAs

Sunstates Security, LLC

Marsh & McLennan Agency | Seitlin

WGI

The Marton Bute Marcus Wealth Management Group of Merrill Lynch

Zeuner Realty

THE

Wells Fargo Private Bank

Marton Bute Marcus WEALTH MANAGEMENT GROUP

$20,000+

Polen Capital Management

Barclays Wealth and Investment Management

Suffolk Construction

Morrison, Brown, Argiz & Farra, LLC

Waterstone Resort & Marina, a DoubleTree

by Hilton

Proskauer Steinberg Global Asset Management, Ltd

BB&T

Assistant Hands of Boca Raton and Delray Beach

BIBBY Financial Services BAER FAMILY FOUNDATION, INC. The Bankier Law Firm

The Bankier Law Firm

Hotwire Communications

$15,000+ Ivan & Co Jewelers

$10,000+ COMMERCIAL

INC.

PRINTERS

Commercial Printers, Inc.

PRINTERS INC.

Sandelman Foundation

Branham Realty Inc.

Squire Patton Boggs (US) LLP

CBIZ MHM, LLC

Baer’s Furniture

$20,000+

COMMERCIAL

Berger Singerman

Apple Insurance & Financial Services

$25,000+

Baer Family Foundation, Inc.

HJ Sims

$5,000+

The Boca Raton Observer

Boca Magazine

Akerman LLP

Greenspoon Marder, PA

$50,000+

$2,500+

$10,000+

Boca Raton Regional Hospital

IN-KIND

$5,000+ Atlas Party Rental

2,500+

Choice Employee Benefits Inc.

Dataman Group Direct

Critter Control

Lord & Taylor

DermPartners

Macy’s Pita ‘N Go

Brown’s Interior Design *listing in alphabetical order by level as of 3/10/15

Greenbrier Northern Trust

FAST | FRESH | TASTY

Waterstone Resort & Marina, a DoubleTree by Hilton

9901 Donna Klein Boulevard Boca Raton, Florida 33428 561.852.3100 jewishboca.org facebook.com/jewishboca @jewishboca