H E L P GREATER MIAMI JEWISH FEDERATION Report to the Community 2010
H O P E
The Mission of the Greater Miami Jewish Federation is to mobilize human and financial resources to care for those in need, strengthen Jewish life and advance the unity, values and shared purpose of the Jewish people in Miami, in Israel and around the world.
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GREATER MIAMI JEWISH FEDERATION
a message to the
community Renewing Our Commitment to Provide Help and Hope
The economic downturn has greatly affected so many in Miami and in communities worldwide. Yet, when faced with the “r” word – recession – the Greater Miami Jewish Federation’s volunteer leadership, professional staff and partner agencies rose to the challenge, replacing that “r” word, demonstrating relevance and resilience to help those in need. For the one in eight people in Miami’s Jewish community who continues to receive some form of financial assistance from Federation and our local partner agencies, our organization has proven to be a reassuring force. This is also true for those in Israel and around the world who continue to depend on the Federation system and our overseas partners for a lifeline of essential programs and services. From food and medicine to counseling, scholarships and more, Federation and our partners have been able to provide relief during these extraordinary times because of the services that are in place in ordinary times. It is the Federation/UJA Campaign – on behalf of our entire community – that makes all this possible. And, when times are most challenging – such as these past years – The Foundation of the Greater Miami Jewish Federation has provided the extra support that enables us to remain steadfast in our commitment to helping Jews in need, fulfilling the philanthropic desires of those who entrusted Federation with their legacy gifts. Finally, we are also immensely proud of the strength of our community. Despite the difficulties that have gripped our world, Miami’s Jewish community has shown, once again, enormous resourcefulness. We are helping our community emerge from the challenges we have faced together. We are moving forward with renewed energy, a deeper understanding of our shared responsibility to help those in need, and sincere gratitude for our extraordinary Jewish community. Today, as we look to the future, we are ready to respond to whatever challenges or opportunities may come our way. Ever committed to effectiveness and efficiency, we remain dedicated to working on behalf of you, our valued stakeholder, to bring help and hope to those who need it most.
Barbara Black Goldfarb Chair of the Board
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Jacob Solomon President and Chief Executive Officer
GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY 2010
helping the
vulnerable Over the past few years, the challenges of the economic downturn have dramatically affected thousands in Miami, turning lives upside down and forcing many to seek assistance for the first time. But, just as we have done every day since our founding more than 70 years ago, the Greater Miami Jewish Federation and our local beneficiary agencies have been here to provide vital help to those most in need. In fact, one in eight people in Miami’s Jewish community today receives some form of financial assistance from Federation and our partners. Thanks to the communal safety net funded by the Annual Federation/UJA Campaign, our community has been helping the frail, the elderly and the most vulnerable for decades. That is how we have been able to respond quickly to increased requests for food, medical assistance, emergency financial aid and other forms of relief. Essential Federation-supported programs – including job-search assistance and crisis counseling – have also enabled individuals and families to feel hope for a better tomorrow.
How Federation and our local partners have helped the vulnerable in Miami: Federation-funded programs and services provided 351 individuals with $219,173 in emergency financial assistance – including food, medication, housing and utility bill payments, and more.
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More than 900 individuals and families were able to restock their pantries last year through visits to the JCS Kosher Food Bank.
Since its launch in March 2010, ParnossahWorks Miami assisted 260 job-seekers with career counseling and resume writing, and helped more than 115 people get hired.
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As symbolized by its national anthem, Hatikvah (The Hope), the State of Israel was founded on a fierce sense of optimism about the future of the Jewish people. And these feelings are shared by Miami’s Jewish community, where the Greater Miami Jewish Federation and our local partner agencies are dedicated to building a strong and vibrant Jewish future through education initiatives, outreach, Israel experiences and more.
hope for the
future
We remain steadfast in our commitment to foster Jewish identity, sustain enduring Jewish values and strengthen the notion of peoplehood. Even while we are serving emergency needs in our community, we are also providing critical day school and summer camp scholarships, helping youngsters experience the wonders of Israel, and extending a welcoming embrace to newcomers. Our future is also strengthened by the support of Jewish cultural programming, Holocaust education and leadership development efforts, giving our children the tools they need to counter anti-Israel or anti-Semitic attitudes and lead rich Jewish lives. The hope is that, with your help, we will continue to inspire a shared pride in our past and strong sense of commitment to the generations who will come after us.
How Federation and our partners promote Jewish identity and support Jewish education in Miami: Since the inception of Taglit-Birthright Israel in 2000, more than 260,000 young adults from 52 countries – including 3,200 from Miami – have participated in free, 10-day trips to Israel.
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Nearly 3,000 Jewish day school students received scholarship assistance last year, enabling them to remain in school.
More than 4,000 people from around MiamiDade County took part in free religious services offered through Federation’s High Holiday Welcome Program.
GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY 2010
help and hope in
Israel and worldwide The Greater Miami Jewish Federation continues to uphold our sacred promise of responsibility to our worldwide Jewish family. In partnership with the American Jewish Joint Distribution Committee (JDC), the Jewish Agency for Israel (JAFI) and other nongovernmental organizations, Federation is part of a global system which can immediately and effectively respond to needs in Israel and 64 other countries. The Annual Federation/UJA Campaign supports an essential lifeline of humanitarian programs that feed and care for the frail and vulnerable, and provide rescue and relief services for those in peril. We are helping new immigrants absorb into Israeli society, and are strengthening our bonds with our spiritual homeland through successful partnerships with Israeli communities. We are also helping to renew Jewish life in isolated areas across the globe, developing a sense of unity between Jews oceans apart. Federation-funded educational and entrepreneurial programs help people improve their lives and their communities. The extensive social-service network that is in place every day worldwide enables the Federation system to mobilize immediately to respond to emergencies whenever and wherever they occur.
How Federation and our overseas partners have provided help and hope in Israel and worldwide: JDC provided medications, food and winter relief to nearly 160,000 elderly Jews across the former Soviet Union through its network of Hesed Welfare Centers.
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A JAFI-operated supplementary Jewish education program in 53 centers last year served 2,000 Argentine youngsters ages 12 to 17.
A Federation-funded emergency hotline for abused women in southern Israel fielded more than 9,000 calls last year and provided assistance for families in need.
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the foundation’s role
in providing help and hope Since its inception 46 years ago, thousands of people have trusted The Foundation of the Greater Miami Jewish Federation to help them fulfill their philanthropic objectives, provide a reserve for community emergencies and develop the resources necessary to address future needs. Through lifetime gifts and bequests of cash, securities and other forms of appreciated property, retirement assets or insurance policies, The Foundation had more than $178 million under management as of October 31, 2010.
Restricted & Designated Funds
Campaign Endowment Funds
Philanthropic Funds
28%
10%
21%
$49.1 million
$18.6 million
$37.5 million
Charitable Life Income Plans
Supporting Foundations
Unrestricted Funds
4%
11%
26%
$7.4 million
$18.7 million
$46.9 million
The Foundation received contributions of $13.2 million during fiscal year 2009-10.
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Miami’s Jewish community is blessed to have a significant unrestricted endowment. Each year, a portion of the investment yield from these funds is directed to Federation in accordance with the donors’ wishes to support socialservice needs and Jewish identity programs at home and abroad. The source of most of these funds is testamentary gifts, the lasting Jewish legacy of visionary men and women whose generosity reaches across time. Through the course of the year, The Foundation’s 224 donor-advised funds and supporting organizations also provide support to the Annual Federation/UJA Campaign, Federation’s partner agencies and a diverse list of other charities in the Jewish and general communities. This year, a total of $19 million was allocated from The Foundation’s 613 endowment funds to support critical programs in Miami’s Jewish community, Israel and around the world. When the economic downturn created an unprecedented number of requests for aid in the Jewish community, the Federation Board of Directors turned to The Foundation for extraordinary support. To sustain vital funding for Federation beneficiary agencies assisting the most vulnerable, The Foundation provided special grants of $854,000 for the 2009-10 fiscal year and $750,000 for the 2010-11 fiscal year. These infusions of Foundation funds are helping to provide food, emergency financial assistance, employment and emotional counseling, Jewish education scholarships, home healthcare support, daycare scholarships and more.
GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY 2010
GREATER MIAMI JEWISH FEDERATION
resources at work
TOTAL FINANCIAL RESOURCES Annual Campaign $21,750,000 The Foundation of the Greater Miami Jewish Federation Contributions and Bequests 6,550,000 Charitable Trusts and Donor Designated Funds 6,323,000 Campaign Endowment Funds 283,000 Supplemental Giving 1,573,000 United Way of Miami-Dade County 1,050,975 Government Grants, Rental and Other Income 1,226,000 Net Realized and Unrealized Investment Gains 11,521,000 Total Financial Resources
Charitable Trusts and Donor Designated Funds 13% Contributions and Bequests 13% Campaign Endowment Funds 1%
The Federation raised $50.3 million in fiscal 2009-10, despite a challenging economic environment. These are the total resources from all sources, including the Annual Federation/ UJA Campaign and the activities of The Foundation of the Greater Miami Jewish Federation. To touch Jewish lives effectively, we must build a strong Jewish community. The function of community organization and central planning services goes far beyond fundraising. Much of the work of Federation, overseen by a core of dedicated volunteer leaders, centers on the planning of community services for today and into the future. We develop human resources to meet the needs of our Jewish family, both in Miami and abroad. We address issues that confront us as a people with strong and active community relations programs. And we remain fluid, so that we can quickly adapt to the needs of our people. To fulfill all of these directives, the Greater Miami Jewish Federation’s fundraising, community organization, central services and administrative costs for our Jewish community have averaged 15 percent over the past six years.
To learn more about the Greater Miami Jewish Federation, our community’s agencies, day schools, synagogues, and overseas partners in Israel and in more than 64 other countries around the world, please visit us online at JewishMiami.org/about.
Supplemental Giving 3% United Way of Miami-Dade County 2% Government Grants, Rental and Other Income 2%
Annual Campaign 43%
Net Realized and Unrealized Investment Gains 23%
ALLOCATIONS AND EXPENSES Local Agencies and Services $10,619,622 Foundation Grants to Agencies and Campaign 19,164,468 Grants from Supplemental Giving 1,573,000 Overseas and National Agencies and Services 7,653,654 Community Organization and Central Services 2,494,097 Total Financial Resource Development Expenses 5,842,384 Reserve for Losses on Collections 978,750 Change in Restricted and Unrestricted Funds 1,951,000 Total Allocations and Expenses
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$50,276,975
$50,276,975
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2010-11 SUMMARY OF INCOME AND ALLOCATIONS
LOCAL PROGRAMS AND AGENCIES
NATIONAL PROGRAMS AND SERVICES
FORMAL JEWISH EDUCATION
American Jewish Committee $3,300 American Jewish World Service 1,000 Anti-Defamation League 3,300 Benjamin Hornstein Program in Jewish Communal Service at Brandeis University 1,500 B’nai B’rith Youth Organization (National) 1,500 Hebrew Union College School of Jewish Communal Service 1,500 Jewish Labor Committee 1,000 Jewish War Veterans of the USA 1,000 National Federation/Agency Alliance 230,361 Association of Jewish Family and Children’s Agencies Hillel: The Foundation for Jewish Campus Life Hebrew Immigrant Aid Society Jewish Community Centers Association of North America Jewish Council for Public Affairs Jewish Education Service of North America Jewish Telegraphic Agency NCSJ: Advocates on Behalf of Jews in Russia, Ukraine, Baltic States and Eurasia National Foundation for Jewish Culture National Jewish Center for Learning and Leadership 2,000 Project Interchange, an Institute of the American Jewish Committee 3,000 World Conference of Jewish Communal Service 2,500 Wurzweiler School of Social Work at Yeshiva University 1,500
Center for the Advancement of Jewish Education (CAJE) $1,215,802 Day Schools Day School Hardship Scholarships 275,000 Day School Enhancement Grants 80,000 Day School Capacity Building Grants 45,000 Beth David/Gordon Day School 36,965 Greenfield Day School 40,662 Hebrew Academy (RASG) 214,593 Hochberg Preparatory: A Solomon Schechter Day School at Beth Torah Benny Rok Campus 87,549 Jacobson Sinai Academy 107,491 Kesher L.D. 155,275 Lehrman Community Day School 61,479 Mechina High School 32,004 Neytz HaChochma 10,000 Samuel Scheck Hillel Community Day School 369,750 Shaarei Bina-Torah Academy for Girls 24,683 Temple Beth Am Day School 77,822 Toras Emes Academy of Miami 231,811 Yeshiva Elementary School 134,670 Holocaust Documentation and Education Center 24,000 Holocaust Memorial of the Greater Miami Jewish Federation 50,000 Jewish Museum of Florida 20,000 Sue & Leonard Miller Center for Contemporary Judaic Studies at the University of Miami 31,345 Synagogue School Supplemental Scholarship Program 88,706 Teacher Fringe Benefits Program 240,000 Total $3,654,607
INFORMAL JEWISH EDUCATION Alexander Muss High School in Israel $130,645 Taglit-Birthright Israel 190,373 B’nai B’rith Youth Organization 61,440 Dave and Mary Alper Jewish Community Center (Alper JCC) on The Jay Morton-Levinthal Campus 1,051,414 Destination Israel of the Greater Miami Jewish Federation 7,500 High Holiday Welcome Program of the Greater Miami Jewish Federation 100,000 Hillel: The Foundation for Jewish Campus Life (seven Florida campuses) 451,294 Israel Programs: Passport to Israel 20,000 Israel Programs Scholarships 60,000 Miami Beach Jewish Community Center (Miami Beach JCC) 217,626 Michael-Ann Russell Jewish Community Center (MARJCC) on the Sanford L. Ziff Campus 990,978 Overnight Camp Scholarships 100,000 Total $3,381,270
Total 253,461
COMMUNITY ORGANIZATION AND CENTRAL SERVICES Agency Executives Retirement Plan $30,000 Audit and Accounting Fees for Local Agencies 251,285 Building Services 272,568 Contingency Reserve 100,000 Greater Miami Jewish Federation Community Services, Planning & Allocations, Administration, Human Resources Development, Outreach Services, etc. 1,519,315 Jewish Community Relations Council of the Greater Miami Jewish Federation 254,295 Organization for Leadership Advancement in Miami of the Greater Miami Jewish Federation 66,634 Total $2,494,097
OTHER ALLOCATIONS AND EXPENDITURES Cost of Fundraising and Collections $4,557,944 Florida Association of Jewish Federations 20,000 Total $4,577,944
Total for All Allocations $25,325,317 SOCIAL, HEALTH AND HUMAN SERVICES Association for Jewish Special Education 1,000 Hebrew Free Loan Association of South Florida 47,105 Holocaust Survivors Program 349,902 Jewish Chaplaincy Program of the Greater Miami Jewish Federation $200,000 Jewish Community Services of South Florida (JCS) 2,374,128 Jewish Volunteer Center of the Greater Miami Jewish Federation 57,000 Latin American Acculturation Special Grants 50,000 Miami Jewish Health Systems 189,634 Mount Sinai Medical Center 42,420 Reserve for Potential Funding Cuts 272,556 Total $3,583,745
SOURCES OF AVAILABLE FUNDS Greater Miami Jewish Federation/UJA Annual Campaign* $21,750,000 (Less: Reserve for Losses on Collections @ 4.5%) (978,750) Designated Program Grants 840,509 United Way of Miami-Dade County** 1,050,975 General Fund 5,000 The Foundation of the Greater Miami Jewish Federation*** 2,657,583
Total Available Funds $25,325,317 * All allocations are contingent on the successful conclusion of the 2010 Federation/UJA Campaign.
Total for All Local Agencies and Services $10,619,622 OVERSEAS PROGRAMS AND SERVICES The Jewish Federations of North America American Jewish Joint Distribution Committee, Jewish Agency for Israel, World ORT and Jewish Federations of North America $5,874,164 Partnership Initiatives in the Israeli cities of Or Akiva, Pardes Channa-Karkur and Yerucham 623,619 Women’s Amutot Initiative 241,600 Elderly Welfare in the former Soviet Union 252,000 Projects in Argentina and Uruguay 28,300 MASA 45,410 Beit Issie Shapiro 62,100 Food Insecurity Amutot 50,000 Israel and Overseas Department 203,000 Total $7,380,193
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** Federation gratefully receives an annual allocation from
the United Way of Miami-Dade County in support of four beneficiary agencies: Dave and Mary Alper JCC; Jewish Community Services of South Florida; Michael-Ann Russell JCC and Miami Jewish Health Systems. *** The Foundation of the Greater Miami Jewish Federation
received a grant from the Harry and Jeanette Weinberg Foundation in support of Jewish Federation Housing, Inc., which operates the Harry and Jeanette Weinberg Federation Towers and Gardens.
GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY 2010
2010-11 OFFICERS
GREATER MIAMI JEWISH FEDERATION
Barbara Black Goldfarb Chair of the Board
William Lehman Immediate Past Chair
Brian L. Bilzin Vice Chair and General Campaign Chair
John M. Bussel Vice Chair and The Foundation of the Greater Miami Jewish Federation Chair
Mojdeh Khaghan Danial Vice Chair and Women’s Philanthropy President
Ellen Rose Vice Chair and Planning and Distribution Committee Chair
Isaac Olemberg Vice Chair
Sidney Pertnoy Vice Chair
Lezlie Poyastro Vice Chair
Jeffrey Scheck Vice Chair
Hedy Whitebook Vice Chair
Richard Yulman Vice Chair
Donna R. Blaustein Secretary
Michelle S. Diener Associate Secretary
Isaac K. Fisher Treasurer
Laura P. Koffsky Associate Treasurer
Jacob Solomon President and Chief Executive Officer
2010-11 BOARD OF DIRECTORS Leonard Abess Marcos Ackerman Daniel Ades Bunny Adler* Matthew L. Adler Michael M. Adler*u Jeremy Altman L. Jules Arkin*u Jonathan Awner Saby Behar*u Jack Bellock* Julie Russin Bercow Helene Berger Paul Berkowitz Richard Berkowitz Richard N. Bernstein Fran Berrin Robert Berrin Andrew “Andy” Blank Alex Blavatnik Rep. Elaine Bloom Norman Braman*u Claudia Brod Steven J. Brodie Amy Berger Chafetz Sidney Cooperman
Stephen Cypen Amy N. Dean Rebeca Delaster Terry Drucker Nily Falic Myra Farr* George Feldenkreis Robyn C. Fisher Alberto Franco Shelley Freeman Mikki Futernick Elinor Ganz Gary Gerson Robert C. Gilbert Rabbi Gary Glickstein Martin B. Goodman Steven Gretenstein Shelley Niceley Groff William Grossman Stacey Gumenick Alex Halberstein Daniel Halberstein Fanny Hanono Bobbie Higer Richard Hoffman Steven Hurwitz
Robin Jacobs Larry Joseph Dr. Michael Kapiloff Ian Kaplan Laura B. Kaplan Clarita Kassin Evelyn Katz Ezra Katz*u Joseph Kavana Ruben Kloda Dr. Bruce Kohrman Rabbi Mark Kram Mark Kravitz Steven J. Kravitz*u Paul Kruss Israel Lapciuc Donald E. Lefton*u Marcy Lefton Harry A. “Hap” Levy*u Joel Levy Nathan Lewinger Nancy Lipoff Norman H. Lipoff*u Adam Lustig Ellen Mandler Robert Merlin
Gail Meyers Leonard Miller Sandra Muss Dr. Mark Oren Nedra Oren*u JoAnne Papir Adrienne Pardo Aaron S. Podhurst*u Dorothy Podhurst Judith Reich Stephen Riemer Lawrence M. Schantz David M. Scharlin Gloria Scharlin* Michael Scheck*u Raquel Scheck Steven Scheck Rabbi Solomon Schiff Mark Schnapp Maxine E. Schwartz* Robert Shelley Morrie H. Siegel Dr. Barry Silverman Jacqueline Simkin Dr. Joseph Singer Robert Singer
Harry B. Smith*u Joy Spill Lourdes Gabriela Suarez Mark Tanenbaum Robert H. Traurig* Debra Braman Wechsler Stanley Weinstein Robert Werner Amy Wildstein Norma Kipnis Wilson* Howard Wolofsky Allan Yarkin Ray Ellen Yarkin Gary Yarus Dror Zadok Isaac Zelcer*u Regina F. Zelonker Rabbi Yochanan Zweig Alex Zylberglait
* Life member u
Federation Past President or Past Board Chair
2010-11 STANDING COMMITTEES Administrative Isaac K. Fisher
Community Chaplaincy Judith Reich
Human Resource Development Joy Spill
Philanthropic Initiatives Norman H. Lipoff
Agency Support Steven Gretenstein
Executive Evaluation and Compensation Barbara Black Goldfarb
Israel and Overseas Raquel Scheck
Planning and Distribution Ellen Rose
Israel Programs Mikki Futernick
Pledge Redemption Robert Werner
Jewish Community Relations Council Regina F. Zelonker
South Dade Branch Board Lezlie Poyastro
Miami Beach Branch Board Lawrence M. Schantz
The Network Adam Lustig Alex Zylberglait
Audit Joel Levy Building Operations Steven Hurwitz Bylaws and Governance Rep. Elaine Bloom Campaign Executive Brian L. Bilzin Communications and Marketing David M. Scharlin
Federation/Synagogue Relations Rabbi Gary Glickstein Gary Yarus Financial Management Paul Berkowitz Financial Resource Development William Lehman The Foundation John M. Bussel Holocaust Memorial Rabbi Solomon Schiff
Nominating Saby Behar North Dade/Aventura Branch Board Amy Berger Chafetz
Women’s Philanthropy Board Mojdeh Khaghan Danial
SENIOR MANAGEMENT TEAM Jacob Solomon President and Chief Executive Officer 786.866.8600 | jsolomon@gmjf.org
Michelle Labgold Chief Planning Officer 786.866.8492 | mlabgold@gmjf.org
Bonnie Reiter-Lehrer Chief Communications & Marketing Officer 786.866.8401 | breiter@gmjf.org
Myron J. “Mike” Brodie Executive Vice President Emeritus 786.866.8624 | mbrodie@gmjf.org
Jeffrey Y. Levin Chief Development Officer 786.866.8418 | jlevin@gmjf.org
Stephen M. Schwartz Chief Financial Officer
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786.866.8474 | sschwartz@gmjf.org
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Report to the Community is produced by the Communications and Marketing Department of the Greater Miami Jewish Federation.
David M. Scharlin Chair
Bonnie Reiter-Lehrer Chief Communications and Marketing Officer
Nicole Marshal Ozer Assistant Director, Communications and Marketing
Leslie Rosenberg Senior Communications and Marketing Associate
Photography Nanette Bedway, Aaron Eisenberg, Fred George, Michelle Gorman, Jonathan Levine, Richard Lord, Deborah Gray Mitchell, Stephen Shames, Julian Voloj, American Jewish Joint Distribution Committee, Jewish Agency for Israel Design Vortex Communications, Coral Gables, FL A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 800.435.7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. CH 435. 100% OF EACH CONTRIBUTION IS USED TO CARRY OUT THE MISSION OF THE GREATER MIAMI JEWISH FEDERATION.
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GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY 2010
GREATER MIAMI JEWISH FEDERATION
Stanley C. Myers Building 4200 Biscayne Boulevard Miami, FL 33137
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