Jewish Federation of South Palm Beach County
A YEAR TO CELEBRATE A FUTURE TO IMAGINE
2017 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.
DEAR FEDERATION FAMILY: A Year to Celebrate. A Future to Imagine. In our 39th year of building this community and coming together to care for our people, we have never stood on more solid ground. With continued growth in our Annual Campaign and the Jacobson Jewish Community Foundation, as well as revenues from the development of Toby & Leon Cooperman Sinai Residences, our financial footing is firm and we are laying an ever-stronger foundation for the future of our sacred mission. Our 2017 Annual Campaign grew for the fifth year in a row, to more than $15.25 million in unrestricted contributions, as well as $527,000 in restricted income. Nearly $2 million was raised in new, increased and retrieved gifts. These and other increases mean that our Federation is able to help more of our people in more ways. Our growing list of 78 beneficiary agencies and organizations includes a widening scope of collaborations, as well as vital, innovative programs and services that serve our community and our global Jewish family. In addition, the growth of our Jacobson Jewish Community Foundation (JJCF) makes clear that we are building a strong philanthropic culture that values endowments and planned giving. The assets of our JJCF have grown to more than $90 million, including $16 million in unrestricted dollars. As the third year draws to a close, the 15 local Jewish organizations and synagogues in JJCF’s Create a Jewish Legacy program have generated $60.5 million in expectancies for the future of this community. Our 100-acre campus is a further expanding resource. The Independent Living residences at Toby & Leon Cooperman Sinai Residences remain fully occupied with a long waiting list, while the now fully operational Health Care Center units are occupied above 97%. With the opening of Katz Yeshiva High School, we are now the only community with multiple Jewish preschools, elementary schools and high schools on one campus. More residents including many newcomers are visiting our campus than ever before through a growing number of well-subscribed tours and events. Most recently, the first Community-Wide Purim Carnival drew 2,000 diverse Jewish neighbors to our back field for a festive afternoon. As the area’s Jewish community planner and builder, Federation continues to reach broader and deeper, strengthening partnerships and creating new ones while engaging more residents. This past year we also embarked on the first community demographic study in twelve years. What we learn about Jewish South Palm Beach County’s composition, involvement, attitudes, needs and desires will greatly enhance our ability to address current funding needs and plan for the future with our caring community.
Warm Regards,
Anne L. Jacobson Chair, Jewish Federation of South Palm Beach County Board of Directors
Laurence I. Blair Chair, Jacobson Jewish Community Foundation (JJCF)
Matthew C. Levin President & CEO, Jewish Federation of South Palm Beach County
ANNUAL CAMPAIGN FOR JEWISH NEEDS
THE OPENING EVENT. Moved to November, this year’s THE EVENT launched the 2018 Annual Campaign with powerful stories of the importance of our dollars locally, in Israel and around the globe. Selling out with 600+ Federation supporters , the evening raised $1 million.
BUSINESS & PROFESSIONAL DIVISION (B&P). In its sixth year, the
WOMEN’S PHILANTHROPY. With nearly 700 Lions of Judah,
successful B&P Division continued the Lewis Katz Industry Icon events and launched the interactive Breakfast Networking Series. The B&P Cabinet increased to 80 members and continued to grow Business Casual, its signature networking series for women. B&P’s Inspire Mentorship Program completed a fourth year of building partnerships among the community’s seasoned and growing entrepreneurs.
Federation’s pride is one of the largest in the country. Attendance at the annual Lion of Judah Luncheon was over 450. Women also heard speakers of substance at the Kickoff, Pomegranate and Spring Finale events. Chapter Two, a program designed for women seeking to connect with the community, is completing its fourth year with great success and the new Women’s Philanthropy Forum for Leadership began its inaugural year.
COUNTRY CLUB COMMUNITIES AND NEIGHBORHOODS. Dedicated leaders and volunteers once again showed their unwavering commitment. They educated and raised vital Annual Campaign funds from their friends and neighbors at three individual regional events. Several clubs raised additional funds through the Adopt-a-Project program, and volunteered for hands-on mitzvah projects.
IMPACT DAYS. Dedicated volunteers came out across three days of impact: Giving Tuesday, Jewish Community in Action Day and Super Sunday. These days of giving back raised more than $1 million from 985 supporters. MAJOR GIFTS. Major Donors, King David Society, Prime Minister’s Council and Ketubah Society members were celebrated at the Sandler Family Major Gifts Event featuring world-renowned architect, David Libeskind. King David Society donors had an intensive briefing with Father Patrick Desbois of Georgetown University. Recently rebranded Prime Philanthropists (P2), formerly Emerging Jewish Philanthropists (EJP), enjoyed events from private receptions with top speakers including Rabbi Lord Jonathan Sacks to a concert with Billy Joel. MEN’S DIVISION. The Men’s Division events included a night at the Silverball Museum, informal gatherings, and a community service gardening project. Men of all ages continue to enjoy enriching experiences together, developing new friendships and building a strong division of their own.
YOUNG ADULT DIVISION (YAD). To engage young adults of all ages and giving levels, YAD rejuvenated its Ben Gurion Society (BGS), strengthened its YAD365 giving campaign, and introduced the $118 Chai Society. YAD bagged food, enjoyed programs at the new Moishe House, and heard from local major donors at the kick-off Ben Gurion Society event —The Change Makers Panel. The new Young Moms group volunteered, engaged friends, and raised dollars. Israel’s 70th Birthday Bash drew young adults to celebrate Israel and learn about Federation’s overseas work.
JACOBSON JEWISH COMMUNITY FOUNDATION THIS IS YOUR JEWISH COMMUNITY! The vision of the Jacobson Jewish Community Foundation (JJCF) is to increase the vitality of inspired Jewish life locally and overseas through legacy gifts, endowment funds, and bequests. With the community’s generosity, the Foundation’s unrestricted assets have grown to over $16 million with total assets of over $90 million (including funds held on behalf of agencies and synagogues). During the past year, the JJCF provided grants of over $4 million. These included $1.6 million in support of the Jewish Federation of South Palm Beach County Annual Campaign, of which almost $600,000 were from unrestricted assets.
CREATE A JEWISH LEGACY. Create a Jewish Legacy (CJL) continues to achieve remarkable success through its participation in the Harold Grinspoon Foundation’s LIFE & LEGACY™ initiative, a four-year partnership that helps promote after-lifetime giving to benefit the Federation, day schools, synagogues, social service organizations and other Jewish entities through training and monetary incentives. As the third year draws to a close, 15 local Jewish organizations and synagogues have participated in educational workshops, resulting in 532 commitments from 393 donors, valued at an estimated $60.5 million.
LION OF JUDAH ENDOWMENT (LOJE). This community’s 290 LOJE’s, the largest group in the country, now represent nearly $35 million in current and future gifts to the Jewish Federation of South Palm Beach County. In celebration of the 25th anniversary of the national LOJE program, the JJCF has set a goal to secure 25 new LOJEs over the next 25 months. Every Lion of Judah donor is encouraged to become a Lion Forever! PROFESSIONAL ADVISORY COMMITTEE (PAC). Comprised of Trust and Estate Planning Attorneys, Accountants, Financial Advisors/Asset Managers, Elder Care Attorneys, Family Law Attorneys, Insurance Professionals, Bankers and Trust Officers, the PAC educates professionals from a variety of disciplines about planned giving opportunities for clients and provides them with a forum for networking. It encourages professionals to promote the concept of planned giving and educates potential donors about the benefits of giving back to the community. Over 110 members of PAC advise their clients to establish current and legacy charitable gifts. The Irving Eckhardt Mitzvah Society honors PAC members for their diligent work with their clients on behalf of the JJCF. Over 75 members of PAC have been inducted into the Irving Eckhardt Mitzvah Society, many of whom have facilitated multiple gifts.
JEWISH WOMEN’S FOUNDATION (JWF).
As a forum for informed Jewish philanthropists, the Jewish Women’s Foundation (JWF) raises and directly allocates their own funds to special programs for women and children. Since its inception 15 years ago, JWF has granted over $1.2 million to over 100 organizations locally, in Israel and abroad, impacting more than 25,000 lives.
SCHOLARSHIPS. The Jacobson Jewish Community Foundation awarded more than 25 scholarships to Jewish college and medical students for the 2017-2018 school year. And in 2017, the first year of the Linda Berey Hurst Chai Fund for Jewish Life, 25 students from 20 local families received scholarships to attend Jewish overnight camps and organized youth trips to Israel.
Central to our community’s well-being, growth and sustainability is our Federation’s commitment to its historic role of convening the community in planning for the current and future needs of our neighbors and our global Jewish family. Through Federation’s PROGRAM FUNDING COUNCIL (PFC) and its Task Forces listed in the sidebar, dedicated lay and professional leaders assess the pressing local and international Jewish needs, and identify programs and services to enhance the well-being of the Jewish people and strengthen the Jewish future. After analyzing these needs, members recommend funding allocations they have determined are best to address them. In addition to the ongoing annual planning and allocation processes, Federation has established planning initiatives in two critical areas: Federation began its SPECIAL NEEDS INITIATIVE by convening more than 100 parents, agency and synagogue leaders, educators and other stakeholders at a series of Town Hall meetings. Aspirational in its approach, the initiative is dedicated to identifying and addressing gaps in local special needs programs and services, while making existing opportunities known and accessible. Among the activities to date: the Jewish Abilities Alliance of South Palm Beach County resource directory will go live online in spring 2018 at http://southpalmbeach.jewishabilities.org; a Special Needs Community Liaison position has been created and filled at Federation; and 40 people serve on active Special Needs Workgroups that will recommend programs, services and priorities in the areas of Family Support; Academic Support; Religious Involvement; Support Programs & Services; and Community Development & Culture Change. In the past year, Federation also embarked on its first COMMUNITY DEMOGRAPHIC STUDY in twelve years. Federation engaged the Cohen Center for Modern Jewish Studies at Brandeis University to assess the demographic make-up of Jewish South Palm Beach County as well as residents’ Jewish involvement, attitudes, needs and desires. Jewish residents have been randomly selected for the survey, following recognized practices to ensure inclusive representation. The information obtained through the study will enable Federation and other community entities to identify current needs, and to establish a model to have its community partners provide appropriate programs and services. Survey data will be available for analysis in September 2018.
PLANNING TO MEET NEEDS LOCALLY AND OVERSEAS THE PFC TASK FORCES AND THEIR AREAS OF CONCERN ARE: • SAFETY NET SERVICES – life-sustaining assistance such as food, medical care, transportation; vulnerable populations including the elderly, children and adults with special needs, Holocaust survivors; mental health services, counseling • JEWISH DAY SCHOOL EDUCATION – financial assistance for four local Jewish day schools • JEWISH LIFE & LEARNING – Jewish identity and culture; community relations; Israel and economic advocacy; financial assistance for summer camp, preschool, infant care; Jewish engagement for all ages • COMMUNITY OUTREACH – engagement of local residents in Jewish community, spiritual and social experiences • ISRAEL AND OVERSEAS – Through our historic global partners and new relationships, our dollars provide: life-saving food, shelter, and medical assistance to elderly, Holocaust survivors, children and families throughout Israel, Ukraine, and the Former Soviet Union; support to youth at risk in Israel to ensure their strong Jewish future; meaningful Jewish camp and educational enrichment experiences to children in Hungary and the FSU; personal and community bridges across the globe with our new Partnership2Gether (P2G) sister community Zichron Yaakov; opportunities to engage community members with our global Jewish family through MASA Israel programs, as well as missions to Israel and other overseas Jewish communities.
FEDERATION PROGRAMS DEBORAH & LARRY D. SILVER CENTER FOR JEWISH ENGAGEMENT (CJE)
THE MARCH OF THE LIVING Holocaust education journey to
continued to create opportunities to unite the Jewish community’s residents and institutions. Among the year’s activities, CJE helped coordinate a communitywide hurricane relief effort as well as the second annual Jewish CommUNITY in Action Day of volunteering and third annual Jewish Unity Day program. The first-ever Community-Wide Purim Carnival was held on the Federation campus in partnership with diverse synagogues and other groups. CJE also began collaboration on the IsraelFest community-wide celebration of Israel@70.
Poland and Israel included 77 students from South Palm Beach County, and 54 adults on two buses. More than 50 From March to Miriam survivor socialization program teams continue to bring “families” of local students and adults to provide support to the survivors and enrich the lives of all.
JEWISH COMMUNITY LEADERSHIP INITIATIVE (JCLI). Twenty lay leaders from local agencies, schools and synagogues joined the fourth group of Federation’s Jewish Community Leadership Institute (JCLI), sharing intensive, expertled training sessions in preparation to further lead our Jewish community. JEWISH COMMUNITY RELATIONS COUNCIL.
As Federation’s public policy, community relations, and advocacy arm, JCRC continued to engage and educate the community to support Israel, combat anti-Semitism, and learn the lessons of the Holocaust. JCRC’s inaugural Mission to Washington and annual Legislative Sendoff focused on economic advocacy for seniors, Holocaust survivors, and persons with special needs. At home, hundreds from across the community came to hear a discussion with former White House staffers, and an Israeli technology showcase drew more than 600 attendees from across the community. JCRC also collaborated to bring Holocaust education programs to public high schools.
JUDI AND ALLAN SCHUMAN CENTER FOR ISRAEL ENGAGEMENT (CIE) began its first year of operation to bring the community to Israel and Israel to the community, with support for several projects. The Spirit of Israel Community Mission brought 82 members, rabbis and agency leaders from all across the diverse Jewish community for a week of learning, exploring and bonding. Nearly 600 local residents enjoyed an insider’s view of Israel’s contributions to the high-tech revolution at IMAGINATION ISRAEL. Planning for the communitywide IsraelFest celebration of Israel@70 is underway.
PJ LIBRARY® More than 1,900 local families raising Jewish children in South Palm Beach County have been receiving Jewish books for their youngsters through the PJ Library - South Palm Beach County Partnership. This past year, more than 6,000 children, parents and grandparents enjoyed PJ Library activities around the community at over 50 venues. This year, more than 325 South Palm Beach County children ages 9-11 received books from PJ Our Way™, the next chapter of PJ Library. SCHOOL EDUCATION School Educational Services continued to convene Professional Council meetings of all Day School Heads, Congregational School Education Directors and Early Childhood Directors, and offered an array of professional development programs for 500+ teachers. This year’s topics included Theories of Multiple Intelligences and Differentiated Instruction, Democracy at Risk: Human Behavior, Building Blocks of Early Childhood Education and Transforming Your School to Welcome All Learners. Among their other activities, they brought more than 350+ students to the production of My Heart in a Suitcase, commemorating the 80th Anniversary of the Kindertransport.
FEDERATION AFFILIATED CORPORATIONS FEDERATION TRANSPORTATION SERVICES (FTS). This past year, FTS provided more than 60,000 trips to over 350 seniors and clients with disabilities who require free transportation to life-sustaining activities. Their varied destinations include medical services, groceries, pharmacies, meal sites, places of worship, and monthly field trips. FTS also transports Donna Klein Jewish Academy students to offsite athletic events and school activities, and Adolph and Rose Levis JCC summer campers to many activities.
JEWISH COMMUNITY FACILITIES CORPORATION. This subsidiary of the Federation continues its safe operation and management of the entire 100acre Federation campus— the largest Jewish Federation campus in the country. This sprawling and diversified campus, including the Toby & Leon Cooperman Sinai Residences of Boca Raton, and the newly opened Katz Yeshiva High School of South Florida, features more than 1 million square feet of building space, with four schools, two highly-rated HUD senior living facilities, JARC apartment residences, office buildings, adult day care, training, cultural and recreational facilities.
FEDERATION CCRC DEVELOPMENT, LLC (THE “LLC”). This independent separate entity is a not-for-profit LLC solely owned by the Federation. The LLC actively governs and oversees the entire operation of the Toby & Leon Cooperman Sinai Residences of Boca Raton, a 650,000 SF state-of-the-art luxurious Continuing Care Retirement Community, now celebrating its second anniversary. All 234 Independent Living residences are currently fully occupied, with 60 prospective residents now enrolled on a waiting list for an available Independent Living unit. The Health Care facility that includes 48 Assisted Living units, 60 full Nursing units, and 24 Memory Support units, is fully operational, Medicare certified, and has achieved stabilized occupancy; all Health Care units are operating at occupancy levels at or above 97%. Federation and LLC governance recently approved the expansion of Sinai Residences. Details are on the facing page.
TOBY & LEON COOPERMAN SINAI RESIDENCES OF BOCA RATON Now celebrating its second anniversary, the Toby & Leon Cooperman Sinai Residences of Boca Raton, is recognized as one of the most highly desirable Continuing Care Retirement Communities in the country. The Toby & Leon Cooperman Sinai Residences of Boca Raton is owned and governed by Federation CCRC Development, LLC (the “LLC”), an independent, not-forprofit-entity, owned by the Jewish Federation of South Palm Beach County, Inc. (the “Federation”). An extraordinary opportunity awaits residents at the Toby & Leon Cooperman Sinai Residences of Boca Raton, from sophisticated living options in a multi-generational setting, to innovative amenities and programs, and Life Care provides confidence for the residents’ future. The Toby & Leon Cooperman Sinai Residences’ maintenancefree lifestyle features an array of innovative services and upscale amenities designed to provide comfort, convenience and security. The 234 Independent Living residences are currently fully occupied, with 60 prospective residents now enrolled on a waiting list for an available Independent Living unit. The Health Care facility that includes 48 Assisted Living units, 60 full Nursing units, and 24 Memory Support units,
Developed by
is fully operational, Medicare certified, and has achieved stabilized occupancy with all Health Care units operating at occupancy levels at or above 97%. Recognizing the success of the Toby & Leon Cooperman Sinai Residences of Boca Raton, to complement its operations, and continuing the Federation strategic plan to monetize campus vacant land to ensure campus longevity and liquidity, the Federation and LLC governance recently approved the expansion of Sinai Residences, on 4.6 acres of land adjacent to the Toby & Leon Cooperman Sinai Residences of Boca Raton. The expansion is planned to include an estimated 100 additional Independent Living units, a state-of-the-art multi-event facility seating 450 for dining, 650 for an event, and a multi-level parking garage. The expansion, now in the preliminary stage of development, is planned to open February 2021. The Toby & Leon Cooperman Sinai Residences of Boca Raton is skillfully managed by Life Care Services, the premier senior living manager in the country. For more information about Sinai Residences, please contact Amy Linder at 561.338.9595.
Managed by
FEDERATION OFFICERS Chair Anne L. Jacobson
Vice Chair Wesley E. Finch
Chair Designate Arthur Goldberg
Vice Chair Robin Rubin
Vice Chair, Financial Resource Development David Pratt
Vice Chair Judi Schuman
Vice Chair, Campaign Lawrence Feldman
Secretary Albert W. Gortz, Esq.
Vice Chair, Jacobson Jewish Community Foundation Laurence I. Blair
Assistant Secretary Carol Smokler
Vice Chair, Women’s Philanthropy April Leavy
Treasurer Richard D. Steinberg
Vice Chair, Program Funding Council Joseph S. Mishkin
Assistant Treasurer Eric Stein
Vice Chair, Israel & Overseas Dr. Gail Greenspoon
FEDERATION SENIOR STAFF President & CEO Matthew C. Levin Chief Operating Officer Mel Lowell Senior Vice President, Campaign Jennifer Koenig
Senior Vice President, Foundation Cathrine Schwartz
Executive Vice President Marla Weiss Egers Chief Financial Officer Jeffrey Iserson
Vice President, Information Technology Jeff Ardielli Vice President, Facilities Tom Forlenza Vice President, Marketing & Communications Janet Izaak
Chief Human Resources Officer Aimee Kaye Vice President, Major Gifts Ida Novack
Vice President, Community Planning; Director, Jewish Community Relations Council Stuart Silver Vice President, Israel & Overseas and Campaign Dana Vizner
FEDERATION BOARD MEMBERS Matt Baker* Michael Beckerman Don Brodie Helen Cohan Jeremy Cohen Robert Cook Toby Cooperman Alan Cornell Mark Dern Jill Deutch Bryan Drowos Howard DuBosar Dale Filhaber Meryl Gallatin David Galpern Louise Galpern Rani H. Garfinkle Greg Gefen Ivan Gefen Rabbi Yaakov Gibber Shelley Gold* Glen Golish Emily Grabelsky Kathy Green
Debra Halperin Austine Heldman Shelly Pechter Himmelrich Eydie Holz Betty Kane Thomas R. Kaplan Stewart Kasen Lawrence Katz Tracy Kawa Matthew Kutcher Dr. Gail Rubin Kwal Adele Lebersfeld Eric Lebersfeld Rabbi Daniel Levin Peter Levine* Barbara Lewin Sarah Lippy Michael Lipton Roxane Frechie Lipton Robert Marton Stephen A. Mendelsohn Rabbi Philip Moskowitz Jeffrey Newman Cindy Orbach Nimhauser
Richard Paul Barry Podolsky Kenneth Pritzker Susan Rahn Ron Reshefsky* Norman Ricken Jill Rose Mark Schaum Dr. David Schimel Larry Schnurmacher Barbara Schwartz Rabbi Robert Silvers Joseph Sitrick Richard Stolls Ted Struhl Dorothy M. Wizer Ilene Wohlgemuth * Beneficiary Agency Chair/President
FEDERATION DIRECTORS EMERITUS Margie B. Baer Edward I. Burns
Kinnie Gorelick Dorothy Lipson
Clarice F. Pressner Gordon Salganik Shirley Solomon
FOUNDATION EXECUTIVE COMMITTEE Chair Laurence I. Blair, Esq.
Chair, Nominating Committee David Pratt, Esq.
Chair, By-Laws Jerome L. Wolf, Esq.
Chair, Women’s Philanthropy Planned Giving And Endowments Dale Filhaber
Co-Chairs, Create A Jewish Legacy Elyssa J. Kupferberg Anne L. Jacobson Norman Jacobson Mark A. Schaum, Esq., CPA Chair, Grants & Scholarships Committee Kathy Green Chair, Insurance Committee Kenneth A. Pritzker Chair, Investment Committee Robert B. Lewis
Chair, Professional Advisory Committee E. Brian Singer, CFP, CLU Immediate Past Chair Richard D. Steinberg, CFA At Large David E. Friedman Thomas R. Kaplan Martin Lifton Michael Lipton Seth A. Marmor, Esq. Michael J. Shapiro
Chair, Jewish Women’s Foundation Alice Kemper Chair, Marketing Dale Filhaber
FOUNDATION BOARD OF TRUSTEES
Includes Executive Committee
Adam Bankier, Esq., CPA Stanley Barry Jeff Baskies Helen Cohan Alan Cornell Janet Elinoff Louise Galpern Joan Garde Clifford S. Gelber, CPA Scott L. Goldberger, JD Albert W. Gortz Stephen Grabelsky Shelly Pechter Himmelrich Betty Kane David A. Katzman, CPA, CFP Daniel Kraus Matthew J. Kutcher, CFP Richard M. Kwal
Adele Lebersfeld Sandra L. Lippy Roxane Frechie Lipton Donald N. Love Robert W. Marton Linda A. Melcer Cindy Orbach Nimhauser Jonathan I. Sahn, CLTC Janet Sahr Ronald L. Siegel, Esq. Barbara Werner Cindy White Dorothy Wizer EX OFFICIO, JFSPBC Anne L. Jacobson Matthew C. Levin Lawrence Feldman
FOUNDATION PAST CHAIRS Gary Bernstein ** Albert W. Gortz, Esq. Marvin A. Kirsner, Esq. Jerome L. Wolf, Esq. Eric W. Deckinger Ralph M. Solomon ** Eugene Pargh
1984 – 1986 1986 – 1988 1988 – 1990 1990 – 1991 1991 – 1994 1994 – 1996 1996 – 1997
Jeffrey S. Kahn, Esq. Caryn J. Clayman, Esq. Charles Ganz Thomas R. Kaplan David Pratt, Esq. Richard D. Steinberg, CFA
1997 – 2001 2001 – 2004 2004 – 2005 2005 – 2008 2008 – 2013 2013 – 2017
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** Albert W. Gortz, Esq.
1998 – 2001 – 2003 – 2005 – 2007 – 2010 – 2011 – 2014 –
1999 2003 2005 2007 2010 2011 2014 2016
**Of Blessed Memory
BENEFICIARY AGENCIES
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:
Adolph & Rose Levis Alzheimer & Adult Day Care at the Volen Center ■ Adolph & Rose Levis Jewish Community Center ■■ AKIM USA ■ American Friends of Meshi ■ American Jewish Joint Distribution Committee ■■ BBYO Gold Coast Region ■■ Beit Issie Shapiro ■ Bet Elazraki ■ Birthright Israel Foundation ■ B’nai Torah Congregation ■■ Boca Jewish Center ■ Boca Raton Synagogue ■ Camp HASC ■ Center for Holocaust & Human Rights Education at FAU ■ Center for Women’s Justice ■ Chabad of Central Boca Raton ■■ Chabad Student Center ■ Congregation B’nai Israel ■■ Congregation Shaarei Kodesh ■■ Congregation Torah Ohr ■ Deborah & Larry D. Silver Center for Jewish Engagement ■ Donna Klein Jewish Academy ■■ Ethiopian National Project ■ Family Promise ■ Federation Transportation Services ■ Florida Atlantic University School of Social Work ■ Florida Association of Jewish Federations ■ Friendship Circle ■ Friends of Yemin Orde ■ Gift of Life ■ Hands on Tzedakah ■ Hebrew Free Loan Society ■ Hillel International ■ Hillel of Broward and Palm Beach ■■ Holocaust Documentation and Education Center Israel Action Network ■ Jerusalem U ■■ Jewish Adoption and Family Care Options ■■■ Jewish Agency for Israel ■■ Jewish Association for Residential Care ■■ Jewish Community Relations Council ■ Jewish Council for Public Affairs ■ Jewish Women’s Renaissance Project ■ JScreen ■
Katz Hillel Day School of Boca Raton ■■ Katz Yeshiva High School of South Florida ■ KidSafe Foundation ■ Kol Israel Haverim ■ Krembo Wings ■ Leket Israel ■ Liumi ■ March of the Living ■■ Moishe House ■ NCSY ■■ Nirim Foundation ■ Palm Beach County Board of Rabbis ■ PJ Library® ■ PJ Our WayTM ■■ Recover TAP ■ Ruth & Norman Rales Jewish Family Services ■ Sharsheret ■ Shutaf ■ StandWithUs ■ Sulamot ■ Susan’s House ■ Temple Beth El of Boca Raton ■■ Temple Beth Shalom ■ Temple Sinai of Palm Beach ■ The David Project ■ Torah Academy of Boca Raton ■ United Hatzalah ■ World ORT ■ Yachad ■ Yad LaKashish ■ Yashar LaChayal ■ YEDID ■ Yeshivat Maharat ■
■ = Jewish Federation of South Palm Beach County ■ = Jacobson Jewish Community Foundation ■ = Jewish Women’s Foundation ■ = Kamsly Fund Grants for Jewish Teen Programming ■ = Mollie Rosenthal Fund
REVENUE & EXPENSE REPORT (IN THOUSANDS)
Jewish Federation of South Palm Beach County, Inc. Jacobson Jewish Community Foundation (JJCF) Jewish Community Facilities Corp. FYE 8/31/17 (In Thousands) Revenue, Expense, and Grantmaking Report Final Audit Information
GRANTMAKING (IN THOUSANDS) FEDERATION GRANTS:
Adolph & Rose Levis Jewish Community Center Ruth & Norman Rales Jewish Family Services Donna Klein Jewish Academy Jewish Association for Residential Care SUPPORT & REVENUE: Katz Hillel Day School Torah Academy Annual Campaign $ 14,594 Outreach and Other Foundation Contributions, Gifts, Grants $ 7,567 Katz Yeshiva High School Program and Other Revenue $ 2,724 Adolph & Rose Levis Adult Day Care Center TOTAL PRIMARY REVENUE $ 24,885 Florida Hillel Council Transportation Services OTHER REVENUE: Birthright Israel Interest and Dividend Income from Investments $ 850 JAFCO Realized Gains from Investments $ 1,235 Center for Holocaust and Human Rights Education at FAU Facilities Corp. Misc. Revenue $ 799 Temple Beth El of Boca Raton Facilities Corp. - Revenue from Beneficiary Agencies on Campus $ 1,921 B’nai Brith Youth Organization- Florida Other Revenue - Sinai Development $7,664 Special Needs Task Force Other Revenue $ 1,251 TOTAL: TOTAL OTHER REVENUE
$ 13,719
TOTAL SUPPORT AND REVENUE
$38,604
$ 560 $ 1,584 $ 4,462 $ 3,382 $ 303 $ 9,004 $ 2,133
TOTAL GRANTS & PROGRAM COSTS
$ 21,428
ADMINISTRATIVE AND MANAGEMENT EXPENSE
$ 1,463
FUNDRAISING EXPENSE
$ 1,794
$ 4,462
OVERSEAS GRANTS*: Through Jewish Federations of North America
FOUNDATION GRANTS (JJCF) EXPENSES: JJCF Grants from Donor Directed Funds GRANTS & PROGRAM COSTS to Charitable Organizations excluding Other Funds Jewish Federations of North America - Dues Jewish Federations of North America - Overseas Grants Federation & Foundation Grants to Various Beneficiaries Foundation Grants (JJCF) Charitable Grants - From Weinberg and Wagner Funds Federation and Foundation Programs March of the Living, PJ Library®, Center for Jewish Engagement
$ 1,159 $ 1,110 $ 716 $ 404 $ 246 $ 232 $ 205 $ 148 $ 60 $ 50 $ 38 $ 30 $ 25 $15 $ 15 $5 $4
Jewish Women’s Foundation Grants* Scholarships Grants for Special Projects* Kamsly Fund Grants for Jewish Teen Programming* Mollie Rosenthal Memorial Fund
$ 1,584
$ 2,876 $ 160 $ 147 $ 77 $ 62 $60 $ 3,382
FACILITIES - CAMPUS OPERATING COSTS, NET On behalf of Beneficiary Agencies on Federation Campus, net* WEINBERG and WAGNER GRANTS
$ 1,120 $ 303
DESIGNATED SUPPLEMENTAL GIFTS: In addition to the Annual FACILITIES/CAMPUS OPERATING COSTS Campaign, supplemental gifts were made to, or through the Federation, to Jewish organizations, apart from Annual Campaign or Emergency Campaigns. Campus-wide costs $ 2,695 Supplemental gifts enhanced Federation’s ability to advance certain programs Campus costs on behalf of Beneficiary Agencies, gross of income $ 3,040 and projects, and address emerging needs. Federation made distribution TOTAL FACILITIES/CAMPUS OPERATING COSTS $ 5,735 payments from these gifts within the 16-17 Fiscal Year totaling: $ 308
*See note below TOTAL EXPENSES
$ 30,420
Total Expenses $30,420 (In Thousands)
19%
Facilities/Campus Costs
70%
Program Expenses & Grantmaking
$5,735
(Granting to Beneficiary Agencies Net $1,120)
6%
$21,428
Fundraising
5%
$1,794
Admin./Management
$1,463
*NOTE: Jewish Community Facilities Corporation (“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 2016-17, Facilities Corp. funded over $5.7 million to operate the campus, of which $3 million is attributable directly to the campus beneficiary agencies. The agencies assumed $2 million of that cost, and Facilities Corp. absorbed the remaining $1 million on their behalf, plus the additional $2.7 million campus-wide costs. *See list of all beneficiaries on page 11.
Jacobson Jewish Community Foundation (JJCF) FYE 8/31/17 (In Thousands) Statement of Activities - Fund & Operations Final Audit Information BEGINNING NET ASSET BALANCE 9/1/16
$ 58,218
REVENUE Fund Contributions Investment Activity
$ 7,587 $ 5,820
TOTAL FUND REVENUE
$13,407
OPERATING REVENUE
$ 1,381 $ 14,788
TOTAL REVENUE EXPENSES Fund Charitable Distributions Operating Expenses
$ (3,382) $ (3,102)
TOTAL EXPENSES
$ (6,484)
NET SURPLUS
$ 8,304
ENDING NET ASSET BALANCE 8/31/17
20%
$ 66,523
29%
to Other Charitable Organizations
to JFSPBC Annual Campaign (From Donor Advised Funds, LOJE, PACE & Unrestricted Granting)
$712
$983 10%
to JFSPBC Beneficiary Agencies DKJA, JARC, JCC & JFS (From Donor Advised Funds & Designated Endowments)
$190
41%
to Other Jewish Organizations (From Donor Advised Funds, JWF, Kamsly, Scholarships & Unrestricted Granting)
Charitable Grants Through JJCF Fiscal Year 2016/2017 Total $3,382
$1,497
(In Thousands)
The Jacobson Jewish Community Foundation (JJCF) combined assets under management are over $90 million. These include over $ 66 million in net assets and almost $22 million held by JJCF as custodian for local agency and synagogues. This past year, JJCF provided grants of almost $4 million to more than 350 local, national and international organizations, including over $1.6 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.
DONOR ADVISED FUNDS The Jacobson Jewish Community Foundation (JJCF) manages
over $ 17 million in Donor Advised Funds, an increase of over 13% in the last two years. A Donor Advised Fund, or DAF, is popular
amongst savvy donors since it allows a donor to make a charitable contribution, receive an immediate tax benefit and then recom-
mend grants from the fund over time. It is like a charitable investment account since the fund grows over time and a donor may
contribute to the account as often as they want and make chari-
table grants according to their own timeline. To get started with a DAF or learn more, please call the JJCF at 561-852-3170.
2017-18 CORPORATE SPONSORS $25,000+
$20,000+
$15,000+
$10,000+
$5,000+ The Beacon Palm Group at
$2,500+
IN-KIND
50,000+
$25,000+
$20,000+
$15,000+
$10,000+
Florida’s Premier Jewish Community Newspaper
$5,000+
$2,500+
TheFloridaJewishHome.com 305-467-9003
LRN Public Media
*As of 3/6/18
THROUGH SUPPORT FOR OUR PARTNER AGENCIES FEDERATION HELPED:
Provide vocational training for 160 adults with developmental disabilities
Bring 80,000 Israeli children out cycles of poverty and abuse through counseling, community support and early intervention
Enrich the lives of over 2,200+ local families raising jewish children who receive free Jewish books through PJ LibraryÂŽ and PJ Our Way TM
Brighten the days of 1,300 local seniors including Holocaust survivors through social and educational programs
Rescue 40 million pounds of fresh food for needy and hungry people in Israel
Enable 134 student and adult participants to journey on March of the Living
Provide 65,000 transportation trips to the doctor for elderly and disabled in our community
Transform the Jewish futures for 14,000 college students and young professionals from the Diaspora working & learning in Israel
Educate 907 students who receive financial assistance to attend our local Jewish Day Schools
Distribute 9,000 pounds of food each month to over 500 local food pantry clients
Resettle nearly 6,000 Jews from war-torn Ukraine for a new life in Israel
1,000+ students engage in Hillel programs on local college campuses
9901 Donna Klein Boulevard Boca Raton, Florida 33428 561.852.3100 jewishboca.org facebook.com/jewishboca @jewishboca