Jewish Federation of South Palm Beach County
GIVING & GROWING TOGETHER
2013 Annual Report
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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.
BREAKING NEW GROUND & WINNING NEW HEARTS Dear Federation Family: What a pleasure it is to reflect on the past year, which was marked by tremendous achievements, outstanding leadership and an overriding sense of Jewish community that extends beyond our campus. It seems the excitement that stirred in the early years of our Federation has been rekindled with more donors of all ages joining us, popular new events right out of the gate, and a bustle around campus that has invigorated us all. For the first time since the most recent recession, our Annual Campaign increased by $600,000 last year. Endowments are also on the rise and there seems to be good news at every turn— from receiving a coveted 4-star rating by Charity Navigator to drawing sold-out attendance for new initiatives such as THE EVENT. We’ve cultivated partnerships across our Jewish community and, after seven years of planning, we have broken ground for the stunning, state-of-the-art Continuing Care Retirement Community, Sinai Residences of Boca Raton. We’re also building for the future with our new Jewish Community Leadership Initiative. Through all of it we have never lost sight of the people who have stood by us through thick and thin. So this year, we have dedicated a special event called the Golden Gathering specifically to honor those loyal, longtime donors who have been supporting Federations for 18 years or more. You cannot have such accomplishments without dedicated lay and professional leadership, and our Federation is fortunate to have both— all smart, passionate and fully committed to our cause. It has been deeply satisfying for each of us to be part of this wonderful organization, especially during the past year. We hope you, too, feel a sense of accomplishment knowing you helped make extraordinary things possible for so many. Warm Regards,
Ellen R. Sarnoff 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
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YEAR IN REVIEW
2013
Buoyed by an increase in donations and an influx of new givers, our Federation is growing, vibrant and revitalized. We’ve created new partnerships and rekindled old ones. We’ve launched exciting initiatives that welcome donors of all ages and all levels of giving. Our leadership has never been stronger or more resolute in addressing the needs of today and the future. And we have broken new ground literally with a stunning state-of-the-art Continuing Care Retirement Community being built on our campus. Following are just a few highlights from this banner year for our Federation.
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COMFORT
Federation is committed to caring for the community’s large population of seniors, including 250 local Holocaust survivors who receive meal preparation, home cleaning and personal care services.
ANNUAL CAMPAIGN: BUSINESS & PROFESSIONAL DIVISION (B&P). In its second year, B&P continued its successful Industry ICON events, grew its cabinet to nearly 50 members and added Business Casual, a networking series for women. It also launched the INSPIRE mentorship program, pairing local business icons with entrepreneurs from our community. COUNTRY CLUB COMMUNITIES AND NEIGHBORHOODS. Committed leaders and volunteers once again educated their friends, neighbors and acquaintances about the importance of our Annual Campaign. EMERGING JEWISH PHILANTHROPISTS. These active younger major donors rocked with Bon Jovi, mingled with top speakers at private receptions and took part in a mission to Cuba where they connected powerfully with each other and our extended Jewish family. EVERYONE COUNTS. We embarked on a campaign to bring in 1,000 new donors of all ages and giving levels, over 18 months. KING DAVID SOCIETY (KDS). These distinguished philanthropists enjoyed an intimate insider briefing on the Middle East with the Wall Street Journal’s Bret Stephens, and a private reception with Dr. Kenneth Stein. MAJOR GIFTS. The Sandler Family Major Gifts Event featuring David Gergen broke attendance records; welcomed new Ketubah Society members, Anne and Norman Jacobson; and honored Debra and Jerry Kramer, and Beverly Saltz and William Newman. It also launched the Make a Major Difference Campaign, challenging our community to bring in 100 new major donors to Federation over 18 months.
PRIME MINISTERS COUNCIL (PMC). Our Prime Ministers Council (PMC) added three new families to this top giving level. At national PMC events and missions, members receive access to world leaders as they meet and network with peers in world-class venues. 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 400. Our Pomegranates and communities drew women to an array of outreach events, and 28 travelers joined our Women on a Mission trip to advocate in Washington, DC. YOUNG ADULT DIVISION (YAD). Through YAD, young adults came together to learn, laugh, make a difference and enjoy being Jewish. They celebrated Chanukah YAD-style, had an “I Love the 80s” party, cleaned the beach, were taught by rabbis, decorated cookies with JARC residents, and enjoyed happy hours at local hot spots. THE EVENT. A sold out crowd of 750 from across our vibrant, diverse Jewish community came together for a second year to celebrate all the good we do together. Jewish organizations showcased their offerings, aid recipients shared their compelling stories and we heard from guest speaker Mandy Patinkin. SUPER SUNDAY. More than 300 volunteers kept the phones ringing and donations pouring in as we raised more than $550,000 for those in need. Our teen initiative drew dozens of students to join in the cause.
WITH THE ANNUAL CAMPAIGN ON THE RISE FOR THE FIRST TIME SINCE THE RECESSION, FEDERATION IS COMMITTED TO ENGAGING DONORS OF ALL AGES AND ALL GIVING LEVELS. 5
EDUCATE
Federation scholarship assistance makes it possible for 549 students to attend four local Jewish day schools with a total allocation of $786,160, a 12% increase from the previous year.
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FEDERATION PROGRAMS: LEADERSHIP. Thirty of our Jewish community’s key leaders spent five transformative days in Israel on our Federation’s first Jewish Community Leadership Mission. Created to build bonds among lay and professional leadership, synagogues and organizations, the experience exceeded all expectations. Federation also prepared to launch the first Jewish Community Leadership Institute to foster collaboration and help Federation and community leaders excel. JEWISH COMMUNITY RELATIONS COUNCIL. Celebrating Israel’s founding, IsraelFest65 drew nearly 3,000 attendees of all ages to enjoy live music, children’s activities and display tents showcasing local Jewish resources. In addition, more than 1,500 people viewed Holocaust photographs unique to the Simon Wiesenthal Center at Federation’s Courage to Remember exhibit and programs. JCRC also hosted Legislative Send-off and Wrap-up events, as well as Teen Service Day. PLANNING & ALLOCATIONS. This committee, charged with annually assessing local needs, distributes funding according to our community’s priorities. Last year, P&A directed aid to benefit seniors, individuals with special needs and local Holocaust survivors, provided for Jewish day school scholarships and enhanced opportunities for innovative Jewish learning. P&A also funded outreach and engagement initiatives across the denominational spectrum and funded the advocacy efforts of our JCRC. ISRAEL & OVERSEAS. Through the Jewish Agency for Israel (JAFI), the American Jewish Joint Distribution Committee (JDC) and the Ethiopian National Project (ENP), Federation touches the lives of thousands of the most vulnerable in our Jewish family worldwide. Our Partnership 2Gether (formerly Partnership 2000 or P2K) continues to build bridges of friendship with our sister city in Israel, Kiryat Bialik, by engaging in exchanges among women, educators, professionals, and students since 2002. BIRTHRIGHT ISRAEL COMMUNITY BUS. Young Jewish adults truly “returned home” during their 10-day trip to Israel on our first dedicated Birthright Israel community bus. The 22 to 26-year olds, hailing from South Palm Beach County, were accompanied by two Federation staff members throughout their inspirational journey to the heart of the global Jewish community.
DEPARTMENT OF JEWISH EDUCATION. DJE’s School Educational Services offered an array of professional development programming for more than 500 teachers in our early childhood centers, congregational schools and day schools. Chesed Day once again brought more than 500 day school students to learn together on the Federation campus. Twenty-eight local residents completed the two-year Florence Melton School of Adult Jewish Learning curriculum, and 80 post-graduates attended weekly classes. Fifty-two high school students participated in the March of the Living. PJ LIBRARY® INITIATIVE. More than 1,100 local families raising Jewish children have been receiving Jewish books for their youngsters through the new PJ Library® - South Palm Beach County Partnership. Hundreds of families have also enjoyed PJ Library activities around the community, including a kickoff concert with PJ Library performer, Rick Recht.
FEDERATION AFFILIATED CORPORATIONS: FEDERATION TRANSPORTATION SERVICES (FTS). FTS provided 52,000 trips last year, assisting senior and disabled clients with transportation to doctors’ offices, grocery stores, pharmacies and local congregate hot meal sites. FTS also transported students from Donna Klein Jewish Academy, Hillel Day School and Adolph and Rose Levis Jewish Community Center to offsite school and camp activities. JEWISH COMMUNITY FACILITIES CORPORATION. This subsidiary of the Federation continued operation and management of the 100-acre campus with more than 300,000 square feet of building space including schools, apartment and office buildings, and training, cultural and recreational facilities. FEDERATION CCRC DEVELOPMENT, LLC. This independent, not-for-profit entity owned by the Federation has been governing and developing Sinai Residences of Boca Raton. This vibrant, modern continuing care retirement community that will occupy 23.5 acres on the Federation campus is expected to open in late 2015. As of March 2014, over 197 parties have reserved their new apartment homes.
WITH ITS LAUNCH OF THE JEWISH COMMUNITY LEADERSHIP INSTITUTE (JCLI), FEDERATION IS COMMITTED TO BUILDING COMMUNITY FAR INTO THE FUTURE BY FOSTERING LEADERSHIP AT ALL LEVELS FOR LOCAL ORGANIZATIONS AND SYNAGOGUES. 7
JACOBSON JEWISH COMMUNITY FOUNDATION: ENDOWMENT CAMPAIGN. The Promises Kept Campaign, launched just over a year ago, continued to strengthen efforts to meet the needs of our community well into the future. Its progress included a number of unrestricted gifts, including a very substantial commitment from Debra and Jerry Kramer. CREATE A JEWISH LEGACY. In its second year, CJL continued its successful partnerships with 15 local agencies, schools and synagogues all working to secure our Jewish community’s future through planned gifts that benefit their organizations. The partners, who shared their best practices at the annual CJL Town Hall Forum, have so far achieved over $10 million in commitments.
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PROFESSIONAL ADVISORY COMMITTEE. The growth of the JJCF to over seventy million dollars in combined assets is largely due to the PAC who have encouraged their clients to establish current and legacy charitable gifts through trusts, bequests, life insurance policies and donor advised funds. With over 100 members, the PAC provided networking and educational opportunities. Members also participated in our remarkable PAC mission to Israel.
RESCUE
Federation directly supports 17 Chesed Relief Centers throughout the Volga Region of the Former Soviet Union, serving approximately 6,000 poverty-stricken elderly Jews, nearly half of whom are not considered victims of Nazi persecution.
JEWISH WOMEN’S FOUNDATION. As an incubator for informed Jewish philanthropists and leaders, JWF raises and directly allocates funds to special programs for women and children. JWF celebrated its 10th anniversary and allocated to more than 8 projects locally and in Israel. During the past 10 years, JWF has granted well over $500,000.
LION OF JUDAH ENDOWMENT. In 2013, 11 more women joined our LOJE program, ensuring their generous annual Lion gifts to the Federation in perpetuity. Now with 269, our community continues to lead with the highest number of “Lions Forever” in the country.
THE JACOBSON JEWISH COMMUNITY FOUNDATION (JJCF) HAS GROWN ITS ASSETS TO MORE THAN $70 MILLION, AS CUSTODIAN FOR FOUNDATION, AGENCY AND SYNAGOGUE FUNDS. JJCF ALSO FACILITATES PLANNED GIVING FOR 15 LOCAL JEWISH INSTITUTIONS THROUGH ITS CREATE A JEWISH LEGACY PROGRAM. 9
SINAI RESIDENCES OF BOCA RATON
SUSTAIN With over 80% of its apartment homes already reserved, Sinai Residences of Boca Raton is experiencing the most rapid ramp-up of any CCRC in the country.
We are pleased to report that Federation CCRC Development, LLC, an independent, not-for-profit entity owned by the Federation, continues to make significant progress in the development of Sinai Residences of Boca Raton. As of March 1, 2014, over 197 parties have reserved their new apartment homes for the community, expected to open in late 2015. This vibrant, modern continuing care retirement community will occupy 23.5 acres on the campus of the Jewish Federation of South Palm Beach County. Sinai Residences will offer residents a remarkable maintenancefree lifestyle, and feature an impressive collection of services and amenities designed to provide everything today’s seniors want for their future. These will include multiple dining venues (including accommodations for kosher meals), programs, classes and beautifully-appointed common spaces for the enjoyment of residents and their guests. As a planned Life Care community, Sinai Residences will also offer guaranteed access to a full continuum of care including assisted living, memory support and skilled nursing care at predictable rates. The project will include 237 independent living apartment homes, 48 assisted living apartments, 60 skilled nursing suites and 24 memory support studio suites. The project is enjoying a high degree of interest and success. We expect the community to rise from the ground late in the Spring of 2014 and are confident it will set the standard for retirement living in the area. For more information about Sinai Residences, call Amy Linder at (561) 338-9595.
FEDERATION AND COMMUNITY LEADERS JOINED FUTURE RESIDENTS AS MORE THAN 400 PEOPLE ENJOYED REMARKS, LUNCH AND ENTERTAINMENT AT THE GROUNDBREAKING CEREMONY FOR SINAI RESIDENCES OF BOCA RATON ON JANUARY 28, 2014. Developed by
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Managed by
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 Center (Volen Center) Adolph & Rose Levis Jewish Community Center American Jewish Joint Distribution Committee Anshei Emuna Congregation BBYO Gold Coast Region Birthright Israel Foundation B’nai Torah Congregation Boca Raton Jewish Experience
Jewish Adoption & Foster Care Options (JAFCO) Jewish Agency for Israel Jewish Association for Residential Care Jewish Community Relations Council Jewish Education Center of South Florida Jewish National Fund – Alexander Muss High School in Israel Jewish Student Connection Kol Israel Haverim
Boca Raton Synagogue
Kosher Konnection
Chabad of East Boca
Liumi - Israel Center for Enrichment and Jewish Life
Chabad Student Center (at FAU, Lynn & Palm Beach State College)
Machshava Tova
Chamah Congregation Beth Adam Congregation B’nai Israel Congregation Shaarei Kodesh Congregation Shirat Shalom Congregation Torah Ohr Delray Orthodox Synagogue Donna Klein Jewish Academy Ethiopian National Project Federation Transportation Services Hillel – Florida Haifa Rape Crisis Center
PJ Library® Ruth and Norman Rales Jewish Family Services Sharks for Israel Temple Anshei Shalom Temple Beth El of Boca Raton Temple Sinai of Palm Beach County The American Committee for Shenkar College in Israel The Center for Women’s Justice The Israel Association for Child Protection (ELI) Torah Academy of Boca Raton We Power Weinbaum Yeshiva High School World ORT
Hillel Day School of Boca Raton Hillel of Broward & Palm Beach International Funding Collaborative Grant in Israel JerusalemOnlineU.com 11
REVENUE & EXPENSE REPORT
GRANTMAKING
Jewish Federation of South Palm Beach County, Inc. Jacobson Jewish Community Foundation (JJCF) Jewish Community Facilities Corp. 2012-2013 Financial Highlights Revenue, Expense, and Grantmaking Report Final Audit Information
FEDERATION GRANTS:
(In Thousands)
Adolph & Rose Levis Jewish Community Center Adolph & Rose Levis Adult Day Care Center B’nai Brith Youth Organization- Florida Birthright Israel SUPPORT & REVENUE: (In Thousands) Combined Outreach Grants* Donna Klein Jewish Academy Annual Campaign $ 13,787 FL Association of Jewish Federations Foundation Contributions, Gifts, Grants $ 3,647 Florida Hillel Council Program and Other Revenue $ 1,613 Hillel Day School TOTAL PRIMARY REVENUE $ 19,047 Jewish Association for Residential Care Kosher Konnection OTHER REVENUE Ruth & Norman Rales Jewish Family Services Special Needs Task Force Interest and Dividend Income from Investments $ 619 Temple Beth El - Infant Care Realized Gains from Investments $ 2,389 Torah Academy Facilities Corp. Misc. Revenue $ 612 Transportation Services Facilities Corp. - Revenue from Beneficiary Agencies on Campus $ 1,891 Weinbaum Yeshiva High School Other $ 1,081 TOTAL OTHER REVENUE
$ 6,592
TOTAL SUPPORT AND REVENUE
$ 25,639
TOTAL:
$ 1,002 $ 60 $4 $ 20 $ 50 $ 747 $ 13 $ 40 $ 223 $ 353 $5 $ 959 $3 $ 10 $ 174 $ 37 $ 123 $ 3,823
OVERSEAS GRANTS*: Through Jewish Federations of North America
$ 1,253
EXPENSES FOUNDATION GRANTS (JJCF) Kamsly Fund Grants for Jewish Teen Programming* Jewish Women’s Foundation Grants* $ 533 Scholarships $ 1,253 Grants for Special Projects* $ 3,823 Mollie Rosenthal Memorial Fund $ 2,669 Grants from Donor Directed Funds to Charitable Organizations $ 242
PROGRAM & GRANTMAKING EXPENSES Jewish Federations of North America - Dues Jewish Federations of North America - Overseas Grants Federation Grants to Various Beneficiaries Foundation Grants 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
$ 2,424 $ 3,717 $ 14,661
ADMINISTRATIVE AND MANAGEMENT EXPENSE
$ 912
FUNDRAISING EXPENSE
$ 1,530
FACILITIES - CAMPUS OPERATING COSTS, NET Contributed Materials and Services on behalf of Beneficiary Agencies on Federation Campus, net
$ 60 $ 98 $ 11 $ 30 $ 60 $ 2,410
$ 2,669
$ 1,134
WEINBERG FUND GRANTS FOR SENIOR PROGRAMS* $ 242
FACILITIES/CAMPUS OPERATING COSTS DESIGNATED SUPPLEMENTAL GIFTS: In addition to the Annual Campus-Wide costs $ 1,354 Campaign, supplemental gifts were made to, or through the Federation to, Jewish Campus costs on behalf of Beneficiary Agencies, gross of income $ 3,025 organizations apart from Annual Campaign or Emergency Campaigns. Supplemental gifts enhanced Federation’s ability to advance certain programs and projects, and TOTAL FACILITIES/CAMPUS OPERATING COSTS $ 4,379 address emerging needs. Federation made distribution payments from these gifts within the ‘12-‘13 Fiscal Year totaling: $ 375 TOTAL EXPENSES $ 21,482
Total Expenses $21,482 (In Thousands)
21%
Facilities/Campus Costs
$4,379
(Granting to Beneficiary Agencies Net $1,134)
68%
7%
Program Expenses and Grantmaking
Fundraising
$1,530
$14,661
NOTE: 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 2012-13, 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.
4%
Admin./Management
$912
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*See list of all beneficiaries on page 11
Jacobson Jewish Community Foundation (JJCF) Statement of Activities - Fund & Operations FYE 8/31/13 (In Thousands) BEGINNING NET ASSET BALANCE 9/1/12
$ 37,890
REVENUE Fund Contributions Fund Operating Fees Investment Activity
$ 3,647 $ 472 $ 4,331 $ 8,450
TOTAL FUND REVENUE
$ 326
OPERATING REVENUE
$ 8,776
TOTAL REVENUE EXPENSES Fund Charitable Grants Operating Expenses
$ (2,669) $ (1,623)
TOTAL EXPENSES
$ (4,292)
NET SURPLUS
$ 4,484
ENDING NET ASSET BALANCE 8/31/13
$ 42,374
Charitable Grants Through JJCF Fiscal Year 2012/2013 (In Thousands)
Total: $2,669
41%
29%
to JFSPBC Annual Campaign
to Other Jewish Organizations
From Donor Advised Funds, LOJE. PACE & JJCF Unrestricted Fund:
From Donor Advised Funds, JWF, Kamsly, Scholarships & JJCF Special Projects Fund:
$1,108
$769
13%
to JFSPBC Beneficiary Agencies - DKJA, JARC, JCC & JFS
From Donor Advised Funds & Designated Endowments:
$347
17%
to Other Charitable Organizations
From Donor Advised Funds to Universities, Hospitals, etc.:
$445
The Jacobson Jewish Community Foundation (JJCF) combined assets under management total $70 million. These include $42 million in net assets plus $28 million held by JJCF as custodian for local agency and synagogue funds.
EMPOWER Last year, more than 500 persons with special needs and their families received services from one or more of Federation’s beneficiary agencies or Jewish day schools to address their individual challenges.
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FEDERATION OFFICERS/EXECUTIVE STAFF Chair Ellen R. Sarnoff
Vice Chair Carol S. Smokler
Vice Chair, Financial Resource Development Anne L. Jacobson
Vice Chair Etta Gross Zimmerman
Vice Chair, Campaign Betty Kane Vice Chair, Jacobson Jewish Community Foundation Richard D. Steinberg, CFA Vice Chair, Women’s Philanthropy Emily Grabelsky Vice Chair, Planning & Allocations Joseph S. Mishkin Vice Chair, Israel & Overseas Committee Eric Stein Vice Chair Wesley E. Finch
Secretary Debra Halperin Assistant Secretary Albert Gortz, Esq. Treasurer Stewart Kasen Assistant Treasurer Arthur Goldberg President & CEO Matthew C. Levin Chief Operating Officer Mel Lowell Executive Vice President, FRD Marla Weiss Egers
FEDERATION BOARD MEMBERS Michael Beckerman Laurence I. Blair, Esq. Dana Charles-Kodner, Esq. Helen Cohan Alan Cornell Jill Deutch Bryan Drowos Rabbi David Englander Barbara Feingold Larry Feldman Dale Filhaber Meryl Gallatin David Galpern Louise Galpern Stuart Ganslaw Rani H. Garfinkle Harvey Geller • Rabbi Efrem Goldberg Glen Golish Dr. Gail Greenspoon Eric Gutmann • Jeffrey Harris Shelley Pechter Himmelrich Eydie Holz Thomas R. Kaplan Jon Kimmel • David Kirschner Elliot S. Koolik Elyssa Kupferberg Dr. Gail Rubin Kwal April E. Leavy
Murray Leipzig Rabbi Daniel Levin Michael Lipton Roxane Frechie Lipton Robert Marton Stephen A. Mendelsohn, Esq. Jeffrey Newman Stephanie Owitz Richard Paul Barry Podolsky David Pratt, Esq. Wendy Pressner Susan Rahn Jill Rose Michael Rose Amy Ross Robin Rubin Mark A. Schaum, Esq. Dr. David Schimel Judi Schuman Janet Sherr Joseph Sitrick Rabbi David Steinhardt Richard Stolls Ted Struhl Dorothy M. Wizer Ilene Wohlgemuth Lesley Zafran • Raymond Zimmerman • Beneficiary Agency Chair/President
FEDERATION DIRECTORS EMERITUS
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Margie B. Baer Edward I. Burns Karola Epstein Gerald Golden Kinnie Gorelick David G. Hast Dorothy Lipson Lawrence Phillips
Clarice F. Pressner Gordon Salganik Dorothy P. Seaman Richard Siemens Shirley Solomon Elizabeth S. Zinman
FOUNDATION BOARD OF TRUSTEES Includes Executive Committee
M. Adam Bankier, Esq. Stan Barry Laurence I. Blair, Esq. Stuart E. Bloch, Esq. Dana Charles-Kodner, Esq. Caryn Clayman, Esq. Helen Cohan Alan Cornell Janet Elinoff Sheila Fuente Louise Galpern Ivan Gefen Albert W. Gortz, Esq. Shelly Pechter Himmelrich David A. Kirschner Richard Kwal
Sandra L. Lippy Roxane Frechie Lipton Carl Marbach Linda A. Melcer Joseph S. Mishkin Cindy Orbach Nimhauser Elaine Roberts Jonathan I. Sahn, CLTC Michael J. Shapiro Roz Silver Brian Singer, CFP, CLU Ted Struhl Jerome L. Wolf, Esq. Ex Officio, JFSPBC Ellen R. Sarnoff, Chair
FOUNDATION EXECUTIVE COMMITTEE 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 Werner
Co-Chairs, Create A Jewish Legacy David A. Katzman, CPA Anne L. Jacobson Norman Jacobson Chair, Grants & Scholarships Committee Michael D. Lipton Chair, Insurance Committee Seth A. Marmor, Esq. Chair, Investment Committee Matthew J. Kutcher, CFP Chair, Jewish Women’s Foundation Mara Reuben
Co-Chairs, Professional Advisory Committee Kenneth A. Pritzker Joel H. Yudenfreund, Esq., CPA Immediate Past Chair David Pratt, Esq. At Large Gail Greenspoon Marjorie A. Horwin, CPA Thomas R. Kaplan Mark A. Schaum, Esq, CPA
FOUNDATION 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. 1997 – 2001 Caryn J. Clayman, Esq. 2001 – 2004 Charles Ganz 2004 – 2005 Thomas R. Kaplan 2005 – 2008 David Pratt, Esq. 2008 – 2013 Richard D. Steinberg, CFA 2013 – present
FEDERATION 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* 1998 – 1999 Andrew S. Robins, Esq. 2001 – 2003 Lawrence D. Altschul 2003 – 2005 Etta Gross Zimmerman 2005 – 2007 Stewart G. Harris* 2007 – 2010 Cindy Orbach Nimhauser 2010 – 2011 Ellen R. Sarnoff 2011 – present
* Of Blessed Memory
2013-14 CORPORATE SPONSORS* $25,000+
$5,000+ CONT’D Barclays Wealth and Investment Management
Dermpartners
BNY Mellon Wealth Management
Marcus & Levine, CPAs
IN-KIND $50,000+ Boca Raton Observer
$20,000+ Marsh & McClennan Agency | Seitlin
Wells Fargo Private Bank
TD Bank
$15,000+
$2,500+
$20,000+ Morrison, Brown, Argiz & Farra, LLC
Nostalgic America
The Bankier Law Firm
Bankier Law Firm
Proskauer
Berger Singerman
Steinberg Global Asset Management, Ltd
Branham Realty
Hotwire Communications Ivan & Co Jewelers
$10,000+ Commercial Printers
$10,000+ CBIZ MHM, LLC BB&T BIBBY Financial Services
Choice Employee Benefits Group, LLC
Boca Raton Regional Hospital
Kaplan, Krauss & Levine, LLC
Wizard Creations
$5,000+
Atlas Party Rental
LIFE INSURANCE & ESTATE PLANNING
Greenspoon Marder, PA Hotwire Communications Sandelman Foundation
Life Audit Professionals, LLC Lord & Taylor
2,500+ Dataman Group
Oppenheimer
$5,000+ Shari B. Cohen, Esq.
Baer’s Furniture
BAER FAMILY FOUNDATION, INC.
Baer Family Foundation, Inc. Beverly Rothstein, Berkshire Hathaway Home Services Florida Realty
SHARI B. COHEN, ESQ. At Craig Donoff, P.A. AT CRAIG DONOFF, P.A.
Tescher & Spallina, PA
Zeuner Realty
Brown’s Interior Design *listing in alphabetical order by level as of 2/14/14 15
9901 Donna Klein Boulevard Boca Raton, Florida 33428 561.852.3100 jewishboca.org facebook.com/jewishboca @jewishboca
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