Planning & Allocations 2021 by Jewish Federation of Greater New Haven

Allocations Committee Report 2020/21

Jewish Federation of Greater New Haven Planning & Allocations 2020-2021

LOCAL

Tier 1 Agencies/Day Schools Ezra Academy Camp Laurelwood Jewish Family Services JFS Additional Request for Pastoral Counseling Senior Services Social Worker SOS

JFS/Towers Collaborative Groups Southern CT Hebrew Academy The Towers Total Tier 1 Agencies/Day Schools Non-Tier 1 Day Schools New England Jewish Academy (Hebrew HS of NE)

Bi-Cultural Hebrew Academy (Jewish HS of CT)

Yeshivas Beis Dovid Shlomo Total Non-Tier 1 Day Schools Other Agencies/Programs BBYO Camp Gan Israel New Haven Eruv Hebrew Burial & Free Loan Association, New Haven JCC Day Camps Jewish Cemetery Association Jewish Historical Society New Haven Mikvah Society Quinnipiac Hillel Slifka Center at Yale Southern CT State University Hillel UCONN Hillel Total Other Agencies/Programs Initiatives Synagogue Initiative Total Initiatives

TOTAL LOCAL ALLOCATIONS

2020 Request 65,000 50,000 155,000

Allocation ‘19 49,400 24,000

Allocation ‘21 54,400 28,500 111,118

7,820 110,000 59,300 441,120

71,000 17,118 23,000 25,088 7,820 87,100 35,000 314,438

2,600

2,000

25,000 51,000 78,600

0 0 2,600

2,000 20,000 24,000

10,000 8,000 5,400 20,000

6,188 2,136 2,100 2,200

6,118 3,900 2,760 2,200

0 35,000 2,500 1,800 2,500 1,000 6,500 12,000 104,700

0 2,000 0 2,036 1,900 1,000 0 8,000 27,490

4,500 4,900 1,260 2,036 1,900 1,000 3,500 9,000 42,574

5,000 5,000

0 0 0 7,820 92,100 35,000 328,938

635,420

349,528

400,512

0 0

3,900 19,674

3,900 9,837

STATE/NATIONAL

State/National Programs JCPA JFACT

TOTAL STATE/NATIONAL PROGRAMS

23,574

13,737

0 0 0

97,433 217,354 28,118

85,476 205,408 12,118

OVERSEAS & OTHER COMMUNITY Support Agencies Israel & Overseas Programs Fair Share Dues Overseas JFNA JAFI/SNEC/AFULA/Emissaries Southern New England Consortium

TOTAL ISRAEL & OVERSEAS PROGRAMS

P & A DISTRIBUTION

10,625

353,530

313,627

635,420

726,632

727,876

INTRODUCTION: This report represents the recommendations of the Jewish Federation of Greater New Haven Planning & Allocations Committee. The P&A Committee reviews the budgets and allocations requests for the Federation and community beneficiary agencies and organizations locally in Greater New Haven, regionally, nationally, worldwide in Israel and more than 40 countries serviced by our international partners. Annual Campaign resources are carefully invested to strengthen the Jewish community and Jewish people. We are currently in the midst of a global pandemic which has caused tremendous stress to the members of the Jewish community and the agencies and programs who serve them. The Planning & Allocations committee recognizes this moment of tumult and uncertainty and took deliberate steps to address the moment.  



Each committee member was assigned agencies to partner with to hold ongoing conversations about the impact of the Coronavirus. These conversations will continue. A workshop was held with Strategic Planning consultant, David Kaplan of Panoramic Strategies to help the committee develop methods to consider pathways toward increased impact and nimble response to the fluid situation. With approval of the Jewish Federation Board of Directors (see minutes, May 21, 2020), the Planning & Allocations Committee recommended three major changes to the 2020-21 process: o Allocation distributions would be determined based upon actual collections from the 2020 campaign. o Allocations would be considered and awarded on a quarterly basis to ensure nimble response to community needs. o A percentage of funds would be held in reserve to address unforeseen issues that may arise, with the intention it would be allocated in total by the end of FY21.

This is the 4th and final quarterly report. Based upon stronger than anticipated cash collections of 95% of 2020 commitments, the committee determined to allocate the majority of available funding in the third quarter. With the remaining funds, the committee recommended that an investment of $10,000 be made into Jewish summer camping which is seen as both critically important and which suffered significantly due to the inability to open during the summer of 2020 and the additional burden of preparing to open camp during the pandemic. INFORMATION REQUESTED FROM AGENCIES: 1) Budgetary/Financial Information a) Financial statements/budgets reflecting the following: i) Last fiscal year (2018-2019) actual expenses (12 months) ii) Current fiscal year (2019-2020) approved budget (12 months) iii) Current fiscal year (2019-2020) actual/estimate operating budget (12 months) iv) Coming fiscal year (2020-2021) proposed budget (12 months)

2020-21 Allocations Recommendations Quarter 4 Page 2

e) f)

Financial information is preferred in landscape-oriented, spreadsheet format, with the columns consistent with the four (4) categories above. A blank form (or MS Excel data file) is available upon request from Deb Cole at 203-387-2424 ext. 219 or dcole@jewishnewhaven.org . It is preferable for budget lines to be grouped by category, e.g. personnel expense lines grouped together as opposed to being dispersed throughout the spreadsheet. Subcategory subtotals are at your discretion. Total Expenses and Total Revenue must be totaled. Summary outline of significant increases or decreases in your organization’s finances. Rather than a line-by-line analysis, please highlight the significant variances and changes in your budget. What factors constitute the major variance between your current year operating budget and your current year actual/estimated budget? What are the more significant changes, up or down, in your proposed budget? Please outline your organization’s fundraising efforts, programs, and events. Fundraising programs/events should be itemized noting the approximate dates, activity description, estimated receipts (goal). Submission of this information does not imply Federation endorsement of the agency’s fundraising plans. Agencies are expected to respect the primacy of the Federation’s annual campaign as per Federation by-laws section 1.3E, “Recognizing that it is in the best interest of all member agencies to focus community attention and participation on the UJA/Federation campaign during the months of October, November, December and January, member agencies shall strive to plan fundraising projects so as not to unduly divert attention from the campaign during these months”. Significant fundraising plans, or dramatically changed fundraising plans must be reviewed with the Federation. Tier One Agencies must submit an independent financial audit or certified financial statement for the most recently completed fiscal year. Non-tier One Organizations should submit their audited or independent financial statements if they have them. If they do not have an independent financial audit please submit additional information about the organization’s fiscal controls and financial accounting systems. If your organization is in receipt of an auditor’s issued Management Letter for the most recently completed fiscal year, please submit it confidentially and exclusively to the Federation CEO. Expedited Process- Non-Tier One Agencies may apply to be considered for an expedited process that will not require a meeting with the Planning & Allocations committee and may require less detailed material submission. The Planning & Allocations committee reserves the purview to request additional information, as well as an in-person meeting. Should you wish to apply for the expedited process, please email Judy Alperin: jalperin@jewishnewhaven.org. Agencies operating in surplus or deficit situations should articulate reasons for the variances. If the agency ran, or intends to run, a surplus, the agency must inform the Federation how it intends to apply the surplus funds. If the agency ran, or intends to run, a deficit, the agency must inform the Federation how it intends to manage the deficit. Agency plans to address any accumulated deficits must also be submitted.

2020-21 Allocations Recommendations Quarter 4 Page 3

2) Narrative Information a) In an organized and concise format, please outline service delivery statistics and management information data enabling an informed understanding of your organization’s services and programs. i) Summary data should be provided for key service categories, programs, and/or department activity, comparing current year to prior year. ii) Schools are required to provide grade-by-grade enrollment for the current 2019-20 year, as well as projections for the 2020-2021 proposed year. Tuition and fees summary data should also be included. Information must be included about the students including date of birth, home address, phone number and grade level in an excel sheet format. iii) Briefly identify your agency's top achievements of the last year. b) To best understand your plans for the coming year, in summary format please identify your major plans for 2020-2021 including service priorities, new initiatives, special projects, program cutbacks or eliminations. c) Agency staff structure. Please provide a summary analysis of your organization’s staff by category and/or department noting full-time equivalents (FTE) and any planned changes for 2021-2022. Documentation that MUST be included: a) A list of supplementary fundraising programs planned for the period of September 1, 2020 to August 31, 2021, including the amount expected to be raised (gross and net) and dates. b) Your most recent audited financial statement or financial review, including a balance sheet from the most recently closed year. If you do not have such a review, please indicate why and explain what type of financial reports you do have. c) A summary financial report for the most recently closed quarter (unaudited) d) A copy of your most recent strategic planning documents, if available. e) A copy of your mission statement. f) Schools: Please submit an excel sheet list (printed and emailed) of students enrolled in the 2020-2021 school year with name, home address, phone number and grade level. Please also provide a tuition schedule. Summer Camps: please attach a list of campers enrolled this past (2020) season, with name, home address and phone numbers. Please also provide a fee schedule. g) Include copies of the following:. 1. An updated list of your agency’s board members including names, addresses, phone numbers and emails. 2. A list of your professional staff with titles and emails.

2020-21 Allocations Recommendations Quarter 4 Page 4

3) Core Commitments of the Jewish Federation The Jewish Federation of Greater New Haven is constantly striving to strengthen its relationship with its member agencies and to ensure that the needs of the local Jewish community are being met as effectively as possible. To accomplish these goals, we depend on the cooperation of the agencies in all aspects of our work. a) It is important to note that Core Funding requests are not guaranteed and do not represent an “allocation floor.” Core Funding and other potential grant processes are tools by which the Allocations process can direct funding to support the beneficiary organization, in general, and to provide targeted funding to enable the implementation of programs of highest priority and relationship to the strategic direction of the organization and the Federation. b) The Allocations Committee will naturally assess the applicant’s ability to execute the proposed program/service. Should a grant process be undertaken, the Planning & Allocations committee will look favorably on initiatives which reflect strategic collaboration and partnership with one or more organizations

Tier One Agencies 



 

The agency must actively participate in the Federation’s planning process, must conform to the Federation’s Master Plan and develop programs consistent with the plan, must actively participate in the Federation’s annual campaign and must supply the Federation with their complete membership list annually. Every Jewish member of the agency’s governing board who resides in the Greater New Haven area, must be a member of the Federation, must actively participate in the annual campaign and must make a meaningful contribution to the annual campaign. The agency must have a tax-exempt status under S501 of the Internal Revenue Code. The agency must prominently display on all written materials its membership in the Federation.

All Beneficiaries 

No Tier One or Tier Two member agency shall solicit capital funds directly or indirectly unless permission has been granted by the Jewish Federation.

2020-21 Allocations Recommendations Quarter 4 Page 5

REAFFIRMATION OF MUTUAL RESPONSIBILITIES 

The Federation’s primary functions are to coordinate planning, programming and fundraising for the Jewish community of Greater New Haven. Its commitment to raise funds for overseas needs, its member agencies and other programs meeting the social welfare, education, health, housing, benevolent or religious services of the Jews of this community comes with an expectation that recipient agencies will take certain actions to assist the Federation. Without this cooperation, we, as a community, cannot succeed. It is important to regularly reiterate these expectations, so they stay fresh in our consciousness. All member agencies signed their acceptance of these commitments when the Federation’s by-laws were adopted. Non-member agencies that receive funding are encouraged to cooperate with these guidelines.

4) Organizations without IRS 501(c)(3) status Organizations without IRS 501(c)(3) status wishing to apply for funding must “team” with an IRS 501(c)(3) Jewish agency or institution that will serve as administrator. All IRS 501(c)(3) Jewish agencies and institutions serving as administrators must be recognized by the Federation. A description of the relationship between the two organizations should be submitted.

5) Fiscal Years and Distribution Schedules a) If you are not on a September 1 – August 31 fiscal year, please inform us when your fiscal year begins and ends. b) Most Federation allocations payments will be made monthly. A revision to the allocation payment schedule is at the discretion of the Federation and modifications should not be assumed. The Federation will provide written confirmation of your distribution schedule.

2020-21 Allocations Recommendations Quarter 4 Page 6

OVERSEAS (ISRAEL AND 40+ COUNTRIES WORLDWIDE) 2020

2019

Request

Allocation

2020 Q1

2020 Q2

2020 Q3

2021 Q4

Fair Share Dues Overseas JFNA (JAFI, JDC, World ORT) JAFI/SNEC/AFULA/Emissaries Partnership 2000 (SNEC) - Local

85,476 205,408

97,433 217,354

21,369 51,352

12,118 10,625

28,118 10,625

3,030 2,657

3,030 2,656

Total Israel & Overseas

313,627

353,530

78,406

Recommendation

The global pandemic has not spared any institution supported by the Annual Campaign. Our overseas partners, The Jewish Agency for Israel, The American Jewish Joint Distribution Committee and World ORT have all been on the frontlines responding to urgent and emergency needs amidst significantly declining philanthropic support. None has shied away from its mission or responsibility but all have taken severe measures of austerity and the impacts are expected to continue. THE JEWISH AGENCY FOR ISRAEL For more than 85 years, the Jewish story has been strengthened by The Jewish Agency. When the original goal of establishing a secure homeland in Israel was achieved, they turned their attention to helping Jews in peril come home. As the needs of our people have continued to change over the years, so has the response. Today, The Jewish Agency connects Israel, Israelis and the Jewish people worldwide. JAFI brings Jews to Israel and Israel to Jewish communities, support vulnerable Israelis, and enable Jews to make Aliyah. The Jewish Agency works every day to enable Jewish people to meet and get to know one another, to work and live together for a time. Because we thrive when our roots are planted in common ground. Around the globe, The Jewish Agency empowers the next generation of Jews to develop vibrant communities and global peoplehood. Jewish education, Jewish culture, and knowledge about Israel through day schools, camps, trips to Israel, encounters with Israelis, and other platforms that help hundreds of thousands of children, teens, and young adults each year enrich their Jewish identities. In Israel, they create economic, cultural, and educational opportunities for underserved populations, encourage social activism, and promote diverse expressions of Judaism. They will always continue to assist those Jews who wish to move to Israel and support their acclimation. When a crisis arises in Israel or in any Jewish community, The Jewish Agency is there to keep Jews safe and address urgent needs as they arise. JAFI utilizes the core support received from Federations like Greater New Haven to ensure the global reach, flexibility, and institutional strength needed to address those problems that can be solved only when the Jewish people act in unity. They work every day to represent, serve, uplift and connect the global Jewish family.

JAFI & The Pandemic 2020-21 Allocations Recommendations Quarter 4 Page 7

Israel is past the lockdown period but much JAFI activity is devoted to emergency needs in Israel and in Jewish communities around the world, informed by the fact that many countries are still struggling to cope with the wave of coronavirus infections and the consequences of the crisis and JAFI is working to assist population sectors that have been hit particularly hard by the COVID-19 crisis. For the first time in the history of the State of Israel, a formal forum has been set up to help Jewish communities and institutions worldwide. The forum is made up of 30 multi-national and regional organizations from across the globe, and is headed by Jewish Agency Chairman Isaac Herzog and Minister of Diaspora Affairs Omer Yankelevich and is responsible for tracking, mapping and analyzing developments in Jewish communities and identifying steps that must be taken to assist them in the extended recovery period that is expected to follow the coronavirus pandemic. The Jewish Agency launched a special fund for world Jewish communities and has received 84 requests totaling $24 million at an average of $284,000 per request. Up to now, we have approved 46 loans totaling more than $6.92 million. A further 25 requests, totaling $5.57 million, are currently under review. JAFI operates in 65 countries and focuses on aliyah, connecting Jews worldwide and strengthening Israeli society as a $379+ million agency that includes funding from the government of Israel of about $182+ million. THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) The JDC cares for the world’s neediest Jews. With a budget of $329+ million, the JDC provides sectarian and non-sectarian relief around the globe. JDC provides vital relief, such as food, medical care, home care, winter relief and respite from war to more than 168,000 impoverished elderly Jews with more than 100,000 of them living in the former Soviet Union. They provide critical assistance to more than 26,000 Jewish children at risk and their families. JDC is a proud and highly regarded first responder to humanitarian crisis around the world. As is the case with international funding and our own local fundraising efforts, philanthropy is down across the system causing a decrease in the budgets of both JDC and JAFI. JDC has consolidated several of its operations, especially in the far reaches of the Former Soviet Union. (FSU) Response to the Pandemic The coronavirus pandemic has created a public health crisis unprecedented in most of our lifetimes, leading to vast emergency humanitarian needs worldwide. As the global Jewish 9-1-1, JDC’s 106 years of expertise and experience responding to crises is needed more than ever. JDC is addressing emerging needs and helping communities adjust to this new reality, and ensuring that JDC workers around the world can continue to serve the tens of thousands of people who depend on us every day. These essential workers are delivering lifesaving aid including food, medication, and homecare to vulnerable populations, working to innovate and sustain Jewish life, helping Israel’s most in-need, and providing humanitarian aid to Ethiopia. Support our emergency response and ensure that our essential frontline workers and those we serve remain safe. 2020-21 Allocations Recommendations Quarter 4 Page 8

Jewish Federations of North America The Jewish Federations of North America (JFNA) serves as the umbrella agency for North American Jewry and a vital conduit to deliver global impact by the Federation system. JFNA harnesses the extraordinary impact of the 146 Jewish Federations across North America to change lives here at home, in Israel and around the world. The Jewish Federation system identifies, supports and addresses the full range of social service issues, provides lifesaving humanitarian relief, supports breakthrough programs for all ages, and sustains the Jewish community today and for future generations. The Jewish Federations of North America raise and distribute billions annually for social welfare, social services and educational needs. The Federation movement protects and enhances the well-being of Jews worldwide. We make a difference through our team and partner agencies in each Federation community, and globally through key partners including The Jewish Agency for Israel, JDC, and World ORT. JFNA provides critical resources to the local Federations with services and programs including: consultation, training, speakers, curriculum (Yesod), planning, idea generation, national conferences, missions, marketing materials, website platform, credit card processing and crisis consultation. Greater New Haven is represented on the JFNA Board of Directors by Howard Reiter and on the National Women’s Philanthropy Board by Stacey Trachten. JFNA is a $282+ million agency. Under the recently changed leadership of Eric Fingerhut has met the fiscal challenges posed by COVID -19 head on. Their new budget reflects a $5 million reduction in personnel cost and includes a reserve of $3 million to reflect the uncertainties that may affect some Federation’s ability to pay full dues based upon the new dues model. Response to the Pandemic JFNA launched a new platform, Jewish Together to provide valuable resources, guidance, the sharing of best practices, content and other materials as Jewish Federations, congregations and agencies sought to navigate the unknown. JFNA’s Washington office became the go to resource regarding the Paycheck Protection Program and continues to provide support for nonprofit loans, curated resources, virtual meet-ups and more. In partnership with 7 national foundations and organizations, JFNA co-founded the JCRIF a dual support program of no-interest loans and grants to support Jewish education and cultural experiences in the COVID-19 environment. Southern New England Consortium The Jewish Community of Greater New Haven is represented by SNEC in this direct COVID-19 support of our partnership 2gether communities, Afula & Gilboa. The Southern New England Consortium (SNEC) is supported both by direct allocations and through the Jewish Federation’s annual budget. In early April, 2020, SNEC leaders met to discuss the global pandemic and heard from Israeli partners from the SNEC Steering Committee regarding critical needs at Emek Hospital for specialized breathing equipment, food insecurity affecting the low-income vulnerable and elderly population, and increased domestic violence. SNEC allocated $50,000 in response from its reserves.

2020-21 Allocations Recommendations Quarter 4 Page 9

Camp Laurelwood

2020-21

2019-20

Request

Allocation

50,000

24,000

2020 Q1 2020 Q2 2020 Q3 2021 Q4 Recommendation

2,700

4,050

17,250

$4,500

Founded in 1937, Camp Laurelwood sits on 140 acres in Madison, CT and offers a day and residential camp program for campers 5 -15 years of age. Recently, Camp Laurelwood hired Rabbi James Greene as its new Executive Director. Generally, programs at Camp Laurelwood include sports and outdoor activities, swimming in two pools, lakefront boating, creative arts and theme days, Shabbat, sling-shot range, expanded music program, updated senior boys’ housing, new sports leagues, reconditioned softball field and a new digital media center. The 2019 season saw the addition of a maker’s space, robotics and new gardening program. Camp Laurelwood had hoped to offer a new culinary arts program, gymnastics, live chickens and metal work for the summer of 2020. Campers may attend for a little as a weekend through seven weeks. Camp Laurelwood operates a budget of $1.8+ million. In 2019, campers received scholarship assistance in the amount of $54,120. Camp Laurelwood was on track to achieve revenue positive results with the summer of 2020. Unfortunately, COVID-19 has impacted camp and the State of Connecticut is not allowing the summer season. Camp Laurelwood incurs expenses year-round with several professional positions, facility expenses and operational costs. Camp is projecting a significant deficit resulting from the shut-down and is actively working to fundraise among current families, alumni and community supporters. They have incurred strong results initially but have not closed the gap as of this report. The Camp Laurelwood team is currently exploring the operation of a family camp which may provide both respite for families and modest income. In 2019, Camp Laurelwood served 299 campers, compared to 318 in 2018 and 343 in 2017.  24% from New Haven  18% from Fairfield  22% from Hartford  4% from other CT counties  36% from out of state No other Federations currently fund Laurelwood. This past year Laurelwood made several additions and expansions including the addition of water inflatables and an enhanced dock area, a professional sling-shot range, archery program, updated Senior boy’s housing facility, new and improved sports leagues and new digital media including photo and video editing. Laurelwood had 130+ staff members in 2019. Campers benefit from the teen emissary-in-training program with Afula/Gilboa offered through Partnership2Gether/SNEC. Emissaries-in-training spend several weeks at camp working to bring Israeli

2020-21 Allocations Recommendations Quarter 4 Page 10

programming and culture to the camp environment. The program has been well received and successful and was planned to continue in the 2020 season. Security is a significant concern. Proposals have been sought to add security cameras, electronic security gates and a possible security guard. Cost is also of concern, however Camp Laurelwood is the recipient of a generous security grant from the Eder Family Fund. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $2,700 for the first quarter of Fiscal Year 2021. 

    



   



The Planning & Allocations committee is proud to support Camp Laurelwood, a Tier One agency of the Jewish Federation of Greater New Haven with a long history of service to the Greater New Haven Jewish community. The Jewish Federation was pleased to approve Camp Laurelwood’s request to defer loan repayment for one year. Funding for Camp Laurelwood will be revisited on a quarterly basis. The Planning & Allocations committee is pleased to recommend a special 4th quarter allocation in recognition of the importance of Jewish camping especially during the pandemic. The Planning & Allocations committee will remain in regular communication and would requests to be apprised of changes and impacts of COVID-19 on operations and planning. It is expected that Tier One agencies are compliant with the Federation’s By-Laws that state that o Every Jewish member of the agency’s governing board who resides in the Greater New Haven area, must be a member of the Federation, must actively participate in the Annual Campaign and must make a meaningful contribution to the Annual Campaign. o Moving forward in subsequent years, every effort must be made to comply with this requirement in order for an allocation to be dispersed. The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. The committee strongly encourages Camp Laurelwood to develop funding relationships with all 7 Jewish Federations across the state of Connecticut and notes that the Jewish Federation of Greater New Haven is currently the sole Federation investing allocable dollars in Laurelwood. The committee recognizes that security needs have increased and are creating an increasing challenge with regard to financial needs and implementation. The Jewish Federation is proud to partner with Camp Laurelwood and will continue to offer marketing support and exposure to promote the program. Camp Laurelwood is encouraged to work collaboratively with other Tier One agencies and local programs, especially the JCC Day Camps. The committee recognizes that Jewish camping is one of the most effective tools toward Jewish continuity and encourages Laurelwood to continue to invest in Jewish programming and Israeli cultural experiences. The Federation allocation will be disbursed in monthly installments each quarter. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

2020-21 Allocations Recommendations Quarter 4 Page 11

Jewish Family Service & Towers Foundation

2020-21

2019-20

Request

Allocation

7,820

2020 Q1 2020 Q2 2020 Q3 2021 Q4 Recommendation

1,020

1,530

5,270

Jewish Family Service and The Towers, working collaboratively to address increasing needs for support services at The Towers due to shifting demographics and limited resources, proposed several group offerings to ameliorate feelings of isolation and sadness among The Towers residents and to better support families caring for seniors. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $1,020 to The Towers, and Jewish Family Service for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations:   

The Planning & Allocations committee commends The Towers and Jewish Family Service for working collaboratively to address a communal need. The committee strongly encourages JFS and The Towers to ensure that the program will be made available to the greater community beyond Towers residents. The committee requests an update on the ability for the program to be offered in the COVID-19 era.

2020-21 Allocations Recommendations Quarter 4 Page 12

Jewish Family Service

2020-21

2019-20

Request

Allocation

155,000

111,118

2020 Q1 2020 Q2 2020 Q3 2021 Q4 Recommendation

17,000

25,500

68,618

JFS operates a $2.463 million budget and is projecting a deficit in FY20 of $343,286. This comes on the heels of 2019’s $361,000 deficit. The budget was crafted prior to the COVID-19 pandemic. JFS has played an important role in meeting urgent emergency communal needs as a result of the pandemic. JFS has received funding outside of the P&A process that includes (not complete list): Jewish Federation & Jewish Foundation COVID-19 Response/Maimonides Fund $138,600 for food, mental health and social service support and emergency assistance to individuals from the The Community Foundation of Greater New Haven $15,000 in support of basic needs and food assistance during COVID-19. Jewish Elderly Initiative at the Jewish Foundation of Greater New Haven $35,000 JFS reports that it is managing its deficit through the reduction of staff hours and one position. It is also pursuing a reduction in rent and has relied on its endowment fund to help meet their needs. This year, JFS served 4,971 people through 17 programs and services, including adoption, food assistance, Food4Kids, Holocaust Survivors, SOS – Social Work Outreach Services, Jewish Wellness and Healing Center, Ken’s Closet, mental health counseling, Passover Food Program, Permanency Planning, Shalom Group, specialized therapeutic foster care, TANF case management, and volunteer program. Of the 4,971 individuals, 2,595 are known to be Jewish. JFS is proud to offer its services to the entire Jewish community and notes that many referrals come from area rabbis, day schools and colleagues at the JCC, Federation, Foundation and The Towers. JFS also values inclusivity and diversity and offers its services to all without regard for race or religion. JFS’s top achievements in 2019-20 included aging adults, food assistance, wrap around services (SOS), and mental health. In response to the overwhelming statistics regarding the aging population, JFS will provide case management services, personalized care plans, home visits and assessments, consultation with family to assist in long term planning, referrals to outside agencies, medical, homecare and counseling, support and socialization groups and provide caregiver services/support groups.

The Food Assistance Program is relied upon for emergency food assistance and supplemental food distribution on an ongoing basis. This year the pantry expanded its service hours. The clients that use the pantry on a regular basis are largely Jewish elderly and those that come from the Refugee Resettlement Program. The Food Pantry served 7,544 individuals in 2019, an increase of 303 families, 140 of those were added to monthly programs. The Pantry continues to serve people in the COVID-19 environment but has eliminated the in-person shopping experience. 2020-21 Allocations Recommendations Quarter 4 Page 13

  

102 Jewish Families Of the 102, 83 are part of the Russian Jewish community 15 Holocaust Survivors

Given expected changes to the Federal program, SNAP, JFS requires an additional $30,000 to cover pantry needs to maintain service to clientele. Through its SOS program, JFS provides wrap around services to assist making ends meet. Of the over 600 people who received funds, half were Jewish. JFS requested an additional $30,000 to meet the expected critical needs during FY21. Health aging is also a core priority of JFS and they have requested an additional $25,000 to add Jewish content groups to alleviate loneliness and isolation, spiritual outreach to unaffiliated Jewish elderly in area nursing homes and enhance the work of social work service already provided. JFS’s submission was made prior to COVID-19. Since the onslaught of the pandemic, the isolation of our community’s seniors has only grown more acute. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $17,000 for the first quarter of FY21. In addition, the committee offers the following comments and/or recommendations:  



    

 

The Planning & Allocations committee recognizes that Jewish Family Service serves the most vulnerable and at-risk populations of the Jewish community. It is expected that Tier One agencies are compliant with the Federation’s By-Laws that state that o Every Jewish member of the agency’s governing board who resides in the Greater New Haven area, must be a member of the Federation, must actively participate in the Annual Campaign and must make a meaningful contribution to the Annual Campaign. o Moving forward in subsequent years, every effort must be made to comply with this requirement in order for an allocation to be dispersed. The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. Funding for Jewish Family Service will be revisited on a quarterly basis. The Planning & Allocations committee will remain in regular communication and would requests to be apprised of changes and impacts of COVID-19 on operations and planning. The committee commends planning and collaboration with The Towers on the support project. JFS’s Shalom Group is recognized for serving intellectually challenged adults for thirty-one years. The committee expresses alarm about operational deficits. If funding resources continue to dwindle, the committee encourages JFS to consider its most critical services and conduct a study to determine if all programs and services are essential to future operations. The committee notes that approximately 52% of those served are members of the Jewish community. JFS is encouraged to be proactive in its fundraising efforts and work in close coordination and information sharing with the Federation.

2020-21 Allocations Recommendations Quarter 4 Page 14



The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

The Towers Foundation

2020-21

2019-20

Request

Allocation

59,300

35,000

2020 Q1 2020 Q2 2020 Q3 2021 Q4 Recommendation

8,000

12,000 15,000

The Towers Foundation exists as a separate entity from The Towers, a HUD Housing organization, to support activities, programs, services and Jewish life. The Towers offers independent and assisted living apartments. Many of the seniors are low and moderate income and receive subsidies. The Towers Foundation supports Jewish life including a spiritual leader, mashgiach, classes and pastoral care. Last year, the Towers Foundation reported that it was a $435k operation, up $135k over the prior year. This year’s budget submission described the Foundation as a $169,300 enterprise. (The Planning & Allocations process did not include meetings with agencies due to COVID-19 and questions regarding issues like budget changes were not directly addressed for Q1). The Towers has received funding outside of the P&A process that includes (not complete list): Jewish Federation & Jewish Foundation COVID-19 Response/Maimonides Fund $130,500 for food for residents in need $25,000 for Personal Protective Equipment (PPE) In Kind: 2,500 surgical masks ($1,600 value) from Masks for CT The Community Foundation of Greater New Haven $30,000 in support of basic needs, supplies and food assistance for those sheltering in place due to COVID-19. Jewish Elderly Initiative at the Jewish Foundation of Greater New Haven $65,000 Serving 320 seniors, residents in Tower One are 70% Jewish and residents in Tower East are 39% Jewish. Jewish Religious Life includes Towers Synagogue which offers religious services, historic & cultural programs and holiday observances; the mashgiach to oversee the kosher kitchen, kosher Meals on Wheels for the needy, and other programming to enhance the quality of Jewish life. The support for Jewish programming is funded through the Jewish Federation allocation. Food insecurity remains a paramount problem and with the current pandemic, isolation and depression are increasing. The Towers seeks funding from the Jewish Federation to help cover the costs of the mashgiach. The Towers is currently fundraising to purchase a co-generator for $307,000 which is part of their plan to redirect budget to address issues around food insecurity. 2020-21 Allocations Recommendations Quarter 4 Page 15

RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $8,000 to The Towers for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations: 

 



The committee celebrates The Towers for its proactive and aggressive response to COVID-19 which has kept illness and death to a minimum and has been a leader among senior living centers across Connecticut. The committee commends The Towers for its collaboration with Jewish Family Service to provide a new support program initiative and hopes it will be able to continue for FY21 despite the pandemic. It is expected that Tier One agencies are compliant with the Federation’s By-Laws that state that o Every Jewish member of the agency’s governing board who resides in the Greater New Haven area, must be a member of the Federation, must actively participate in the Annual Campaign and must make a meaningful contribution to the Annual Campaign. o Moving forward in subsequent years, every effort must be made to comply with this requirement in order for an allocation to be dispersed. The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

2020-21 Allocations Recommendations Quarter 4 Page 16

Ezra Academy

2020-21

2019-20

Request

Allocation

65,000

48,400

2020 Q1 2020 Q2 2020 Q3 2021 Q4 Recommendation

11,900

17,850

24,650

Ezra Academy, serving grades K-8 and offering a Jewish Montessouri preschool program, has been in operation over 50 years as a liberal Jewish day school committed to the State of Israel, Gemilut Chasadim (acts of loving kindness) and Tikkun Olam (repairing the world). Students enjoy a rigorous education, both secular and Judaic. The school is proposing a significant reduced budget for FY21 from $1.64 million to $1.46 million to accommodate signficant reduction in enrollment. To achieve this, Ezra is realigning the school structure to incorporate kindergarten into the Montessori program and offering multi-age classrooms which will reduce the staffing footprint. Ezra admits families regardless of their financial circumstances in support of its commitment to ensure Jewish education to all. With much advance preparation, Ezra seemlessly moved its classes online at the beginning of the Coronavirus pandemic. Ezra continues to struggle with enrollment. Jewish Federation & Jewish Foundation COVID-19 Response/Maimonides Fund $10,000 Personal Protective Equipment (PPE) RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $11,900 to Ezra Academy for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations: 

    

The Federation offers its appreciation to the faculty and staff of Ezra Academy who have worked creatively and innovatively to offer quality Jewish and secular education in an increasingly competitive market with a reduced student population. Ezra Academy’s ability to pivot to provide education in the virtual space due to the pandemic is commendable. Expected enrollment data is requested by mid-August. Ezra Academy is encouraged to seek opportunities for collaboration that may strengthen programming or reduce redundancy which may result in cost savings. Ezra Academy is commended for ensuring that all who desire a day school education are afforded the opportunity. It is expected that Tier One agencies are compliant with the Federation’s By-Laws that state that o Every Jewish member of the agency’s governing board who resides in the Greater New Haven area, must be a member of the Federation, must actively participate in the Annual Campaign and must make a meaningful contribution to the Annual Campaign. o Moving forward in subsequent years, every effort must be made to comply with this requirement in order for an allocation to be dispersed. o The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies.

2020-21 Allocations Recommendations Quarter 4 Page 17



New England Jewish Academy

2020-21

2019-20

Request

Allocation

2,600

2020 Q1 2020 Q2 2020 Q3 2021 Q4 Recommendation

500

1000

New England Jewish Academy is the result of a merger between Hebrew High School of New England and Hebrew Academy of Bloomfield. In FY20, the school’s enrollment was 111 and it projects 101 students in FY21. The combined operating budget is $2,6 million. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $500 to New England Jewish Academy for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations: The committee offers the newly merged school great success. 

 

The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. NEJA ‘s inclusion of lay leaders from the Greater New Haven area is appreciated as its focus on growing enrollment from the region. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

2020-21 Allocations Recommendations Quarter 4 Page 18

Southern CT Hebrew Academy

2020-21

2019-20

Request

Allocation

110,000

87,100

2020 Q1

2020 Q2 2020 Q3

2021 Q4

Recommendation

16,700

25,050

50,350

In operation since 1946, Southern Connecticut Hebrew Academy operates a K-8 day school, a preschool program and the Bais Chana High School for Girls. Southern Connecticut Hebrew Academy is a $3.42 million operation which includes a projected $90,000 allocation from the Jewish Federation for FY21. There are currently 231 students enrolled preschool-grade 12. 85 in preschool (excluded from allocation calculation) 120 K-8 and 26 in the Bais Chana High School. SCHA provides more than $1 million in scholarship assistance annually. The FY20 budget projected tuition revenue of $2,980,000; the actual revenue received was $2,610,000. The Planning & Allocations committee did not receive audited financial statements for FY20. SCHA has hired an armed security guard to operate 8 am – 4:15 pm daily. With the onset of COVID-19, SCHA shifted to an online learning environment to continue the children’s studies. Jewish Federation & Jewish Foundation COVID-19 Response/Maimonides Fund $10,000 Personal Protective Equipment (PPE)

RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $16,700 to Southern Connecticut Hebrew Academy for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations: 



The committee appreciates that SCHA wants to remove all barriers to Jewish education however; the committee recommends that the school undertake a review of tuition levels by conducting a comparison of like schools in the region as the tuition levels may be adjusted to the benefit of school revenues. It is expected that Tier One agencies are compliant with the Federation’s By-Laws that state that o Every Jewish member of the agency’s governing board who resides in the Greater New Haven area, must be a member of the Federation, must actively participate in the Annual Campaign and must make a meaningful contribution to the Annual Campaign. o Moving forward in subsequent years, every effort must be made to comply with this requirement in order for an allocation to be dispersed. o The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies including families and alumni. The Jewish Federation values the years of service to children and families of the Greater New Haven Jewish community and appreciates the deep commitment of the school to educate the children, especially in light of the COVID-19 pandemic.

2020-21 Allocations Recommendations Quarter 4 Page 19



Yeshiva Bais Dovid Shlomo

2020-21

2019-20

Request

Allocation

51,000

2020 Q1

2020 Q2 2020 Q3

2021 Q4

Recommendation

20,000

Yeshiva Rabbinical Institute Of New England was founded in 1978 as a Rabbinical Leadership Program by Mr. and Mrs. David and Sara Deitsch. The Yeshiva is located in the heart of New Haven at 292 Norton Street - the former Young Israel Building. In 2006 the program expanded to include all-boys Yeshiva High School (Yeshivas Beis Dovid Shlomo), Junior Rabbinical Leadership Program (JRLP) and Summer Program. The school provides an education for students ages 14 - 23. Enrollment includes students from Connecticut and from around the world who travel from their various Shlichus outposts to study in New Haven. In 2018 a Cheder program was created, preschool - 8th grade. The school operates on the Ellsworth Campus. Enrollment for the 2020-2021 school year:  Cheder Pre-school - 8th Grade = 78 students  YBDS Mesivta = 84 students  JRLP = 63 students  Rabbinical Mentoring Program (ages 20-23) = 42 participants  Student Body Total = 267

BBYO

2020-21

2019-20

Request

Allocation

10,000

6,118

2020 Q1

2020 Q2

2020 Q3 2021 Q4

Recommendation

2,500

1,118

BBYO offers a pluralistic youth movement to build Jewish connections, leadership, social opportunities, celebrate Jewish holidays, connect to Israel, engage in social causes and new experiences. BBYO operates out of its main office in the Jewish community building. With fewer teens staying engaged in Jewish life following bar/bat mitzvah, engaging teens is critical. Participation in BBYO is more than a local experience, it connects teens to a network of 80,000 Jewish teens across North America. There are 813 active local members, up 54 members over the last year. This year BBYO partnered with Temple Beth David to host a Cheshire/Hamden chapter. AZA and BBG chapters in Woodbridge have grown. SALTY (Madison) is having success in attracting new teens. 2020-21 Allocations Recommendations Quarter 4 Page 20

BBYO boasted an active calendar of activities, programs and conventions which extended into the virtual space with the onslaught of COVID-19. BBYO projects a $3,560 deficit for FY20. The funding request is directed toward the expansion of staffing to meet the needs of the growing program. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $2,500 to BBYO for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations:



The Planning & Allocations committee commends CVR BBYO on the positive growth trajectory of the program and its expansion into the Shoreline and Cheshire areas and appreciates its investment in growing the New Haven engagement.

2020-21 Allocations Recommendations Quarter 4 Page 21

   

BBYO is commended for offering robust virtual programs in the age of COVID-19. The Federation is committed to strengthening the future of Jewish life and believes that youth programs such as BBYO are vital. As such the committee is pleased to increase financial support. The committee encourages BBYO to collaborate with other teen programs. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

Camp Gan Israel

2020-21

2019-20

Request

Allocation

8,000

2,136

2020 Q1 2020 Q2 2020 Q3 2021 Q4 Recommendation

1,100

1,800

1,000

Camp Gan Israel is a summer camp dedicated to enriching the lives of children from diverse Jewish backgrounds. The program provides opportunities for campers to help develop different skills and encourages the Jewish values of kindness, caring and giving. Camp Gan Israel expects to operate 5-week program for the summer of 2020, augmented due to the Coronavirus. CGI’s policy of not turning away campers due to financial reasons resulted in borrowing funds to operate last summer and have accumulated debt as a result. They do not expect to raise camp fees but have increasing costs due to rent raises and COVID-19. Prior to the Coronavirus, CGI projected a $10,000 deficit. Camp Gan Israel planned to forgo its swim program at the JCC due to budget constraints. CGI reports that the camp serves as a feeder to local religious schools. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $1,100 to Camp Gan Israel for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations:

    

The committee underscores its commitment to the value of Jewish camping. The committee recognizes that Camp Gan Israel completed the process of establishing its non-profit organization status. The Planning & Allocations committee is pleased to recommend a special 4th quarter allocation in recognition of the importance of Jewish camping especially during the pandemic. The committee reminds CGI that proper non-profit governance is expected of all beneficiaries of Federation funding. Federation resources regarding organizational governance are available. It is appreciated that CGI participates in community events, activities and fundraising to the benefit of the whole.

2020-21 Allocations Recommendations Quarter 4 Page 22



The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

New Haven Eruv

2020-21

2019-20

Request

Allocation

5,400

2,100

2020 Q1

2020 Q2 2020 Q3

2021 Q4

Recommendation

700

1,700

360

An eruv is a symbolic boundary around an area that permits Jews to carry, push, or throw objects outdoors on Shabbat. Having an eruv encourages families to reside in the New Haven area. The eruv serves an area from Upper Westville to the Orchard Street Shul. An outside rabbinic consultant was engaged two years ago to bring the eruv up to standards. Over the next few years the transition to local rabbinic authority will occur. It will finish upgrades over the next two years. The New Haven Eruv is challenged by a changing population with leaders lost to death or moving away and increasing need for repairs. At the Jewish Federation’s request, New Haven Eruv reached out to Yale Eruv to explore cost savings through collaboration. Given that it is checking the eruv that is costliest, New Haven eruv does not feel collaboration would reduce costs. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $700 to New Haven Eruv for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations: 



The Planning & Allocations committee appreciates the important service that the New Haven Eruv provides to the observant community and understands that an eruv is essential to the functioning of the community. The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

2020-21 Allocations Recommendations Quarter 4 Page 23

Hebrew Burial & Free Loan Association

2020-21

2019-20

Request

Allocation

20,000

2,200

2020 Q1

2020 Q2

2020 Q3

Recommendation

750

700

The Hebrew Burial & Free Loan Association maintains two Jewish cemeteries in East Haven with over 900 graves in total. The association provides a place for proper burial for those who would not otherwise have the means. The association provides interest free loans to people in need. Hebrew Free Loan works with Jewish Family Service to identify people in need. Until last year, the association offered a scholarship program that was eliminated in favor of the loan program. Hebrew Burial & Free Loan has expanded awareness and increased referrals from area congregations and agencies over the past year. The organization offers a popular project with the Yale Day of Service. The Association looks forward to surveying the Free Cemetery & Lodge Cemetery over the coming year at an expected cost of $5-7,000. This will provide for clarity regarding available plots. Hebrew Burial & Free Loan is projecting a deficit of $1,775 for FY21. With the COVID-19 pandemic’s arrival, Hebrew Burial & Free Loan offered micro-loans to assist people in need. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $750 to the Hebrew Burial & Free Loan Association for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations:   



The association is to be commended for assisting the neediest Jews in the community and for doing the ultimate mitzvah of burying a person without means. The Federation encourages Hebrew Free Loan to continue to work closely with Jewish Family Service to identify and steward potential loan recipients. Hebrew Free Loan is encouraged to consider additional types of loans beyond the emergent that may jumpstart economic success for an individual and commends the Association for offering such loans to those struggling as a result of COVID-19. The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

2020-21 Allocations Recommendations Quarter 4 Page 24

Jewish Cemetery Association

2020-21

2019-20

Request

Allocation

35,000

2,000

2020 Q1

2020 Q2

2020 Q3

Recommendation

1,020

3,520

360

The Jewish Cemetery Association owns and maintains 10 cemeteries in New Haven and 3 cemeteries in West Haven and one cemetery in Bristol. JCA assumed responsibility when there were no longer owners or caretakers for the cemeteries (orphaned). The JCA maintains each of the cemeteries completes necessary repairs and coordinates maintenance for 11 cemeteries. Discussions are in progress regarding the addition of Congregation Sinai in West Haven’s cemetery as the synagogue has closed its doors. JCA accepted ownership of Congregation Sinai Cemetery and Shara Torah Cemetery. The additional maintenance will cost JCA $4,200 annually. Major repair projects in need of funding; a. Fencing: $30,000 b. Painting of Fencing: $10,000 c. Grave Markers: $10,000 d. Currently, the JCA believes that there are not enough plots available in the New Haven vicinity and families seem uninterested in traveling a distance to utilize other cemeteries with available plots.

RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $1,020 to the Jewish Cemetery Association for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations:   



The Jewish Cemetery Association is to be commended for performing the ultimate mitzvah by caring for orphaned cemeteries and providing dignity to the deceased and their families. The Federation offers to continue its help to strategize about opportunities to strengthen the JCA’s fundraising. The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

2020-21 Allocations Recommendations Quarter 4 Page 25

Jewish Historical Society

2020-21

2019-20

Request

Allocation

2,500

2020 Q1

2020 Q2

2020 Q3

Recommendation

450

360

The Jewish Historical Society of Greater New Haven was created in 1976 to provide information about Jews of New Haven to researchers throughout the country. The Society houses a collection of materials including photographs, papers, documents, books, films, keepsakes and exhibits. The first local records about Jews in New Haven date back to 1770. Today, the Society hosts a searchable archive and continuously seeks artifacts about Jewish life in New Haven such as original documents, letters, diaries, photos, original films and videos, company, organizational and synagogue records.   

The Federation encourages the Jewish Historical Society to seek partnerships and collaboration with the Jewish Federation, Foundation & JCC to further its reach within the Jewish community. The Society is commended for the modernization of its website and expansion of its programming. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

New Haven Mikvah Society

2020-21

2019-20

Request

Allocation

1,800

2,036

2020 Q1

2020 Q2

2020 Q3

Recommendation

1,000

500

536

A mikvah is a kind of pool used for ritual immersion at significant moments in Jewish life requiring spiritual purification. The Mikvah has served the entire Jewish community for over four decades. Mikvah USA, a national organization that supports mikvahs around the country, has invested $30,000 into necessary repairs and in recognition, the mikvah was renamed Mikvah Shmuel Dovid, in memory of the main donor’s loved one. Through renegotiation, the mikvah reduced its insurance and gas costs. They also maximized volunteer involvement to reduce maintenance, landscaping and cleaning costs. The Board of Directors will be reconstituted to determine the future of an adjacent apartment which may provide income and create better sustainability. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $1,000 to the New Haven Mikvah Society for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations: 

The Planning & Allocations committee recognizes the essential nature of a mikvah to the proper functioning of a Jewish community.

2020-21 Allocations Recommendations Quarter 4 Page 26

   

The committee appreciates the efforts of Rabbi and Mrs. Hyman in taking responsibility of this important and necessary asset. The Federation requests to be kept informed as to the progress of the mikvah repair and the reconstituted board governance. The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

Quinnipiac Hillel (Hereld House)

2020-21

2019-20

Request

Allocation

2,500

1,900

2020 Q1

2020 Q2

2020 Q3

Recommendation

600

700

The Peter C. Hereld House at Quinnipiac University serves as the catalyst for Jewish life on Quinnipiac University's campus. It offers students an opportunity to share personal customs and traditions with our campus Jewish community. Currently 225 students are Jewishly active. The program offers Shabbat services and kosher dinners for each weekend school is in session, attracting an average of 16 students per observance. The Hillel offers festival and High Holy Day services that attracts approximately 50 people and meals as well as educational and cultural programs. Quinnipiac University assumes responsibility for the house operations but does not provide funding for programming. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $600 to Hereld House at Quinnipiac for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations: 



The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

2020-21 Allocations Recommendations Quarter 4 Page 27

UCONN Hillel

2020-21

2019-20

Request

Allocation

12,000

8,000

2020 Q1

2020 Q2

2020 Q3

Recommendation

2,525

2,950

UCONN Hillel, a $468,000 operation, is the center for Jewish life at the University of Connecticut in Storrs, CT. With almost 2,000 Jewish college students, Hillel offers students the means to explore and celebrate their Jewish identity in a dynamic and comfortable environment. Each year, Hillel connects students to their community, their peers and their heritage through an array of social, cultural and community service programs. Students are encouraged to explore and celebrate their Jewish identity on their own terms, but Hillel gives students the experiences needed to succeed in life on campus, and in life long after they graduate. Hillel is committed to a pluralistic vision of Judaism that embraces all movements from Reform to Orthodox. Any student may participate in Hillel - no membership is required. Hillel offers an array of religious, cultural, political, educational, and social programming. Students participate in community service projects, express themselves artistically, attend a social event, or engage in religious services and learning. Hillel aims to keep students engaged for the rest of the year with other great events such as weekly Shabbat celebrations, annual Hummus Experience cook-off competition, Beit Cafe open-mic night, IsraelFest and biannual Taglit-Birthright trips to Israel, guest speakers and discussions. This past year saw the transition of executive directors with Gary Jones serving as interim executive director. Recently, Edina Ostreicher, an Orange resident, was hired as its new executive director and David Trachten has assumed the presidency. UCONN Hillel saw 800 students interact over the course of the year with an average of 80-100 at the weekly Shabbat celebration, offered 50 programs, had the staff held more than 150 one-on-one meetings. Hillel tracks student engagement in each of its major initiatives. The Hillel has seen a reduction in support from Connecticut Federations with many slashing their contributions in half or suspending support. Hillel continues to encounter challenges to its support of Israel and the identification of future student leadership as well as an increase of anti-Semitic incidents. RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $2,525 to UCONN Hillel for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations:   

The Planning & Allocations committee commends UCONN Hillel’s advancement of campus partnerships and relationships. Providing continued virtual content while students remain home due to COVID-19 maintains important connections to Hillel. The committee appreciates UCONN Hillel’s investment in development opportunities to engage alumni in support of the program.

2020-21 Allocations Recommendations Quarter 4 Page 28



The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

Slifka Center at Yale

2020-21

2019-20

Request

Allocation

1,000

2020 Q1

2020 Q2

2020 Q3

Recommendation

450

250

300

With an operating budget of $3.66 million and a $27 million endowment, the Joseph Slifka Center for Jewish Life operates a large-scale operation in service to the Yale community and the New Haven community. Slifka provides for the full spectrum of religious services, cultural, secular, intellectual and social programs. Slifka’s FY20 budget projected a deficit of $217,168. It has run six-figure operating deficits between $150,000500,000 in the previous 6-8 years. Slifka sees the following immediate challenges (pre-Covid-19):     

Student Engagement—New initiatives focused on relationship-based engagement; new staff and thee Urim & Jewish Life Fellowships Fiscal Management- significant deficits coupled with an anticipated $10 million capital campaign Property Management- the building has not been properly maintained and requires significant remediation and preventative maintenance work Security- invested more than $500,000 in infrastructure, added trainings and collaborate across campus Kosher Dining- kitchen built in 1995, past useful life; renovations needed. Unidine & Star K were added.

Slifka houses and operates the Lindenbaum Kosher Kitchen in Heyman Commons, a part of the Yale dining experience. Slikfa offers a Rabbinic staff from a variety of backgrounds who lend support to minyanim, and provide pastoral care and program leadership. High Holiday Services co-led by students and Rabbis are attended by nearly 2,000 students, faculty, staff and community members each fall. Religious celebrations and festivals throughout the year, including multiple Passover Seders. Additional direct support of Orthodox life includes expanded meal service and maintenance of the Yale Eruv. Israel Programming – Supporting student groups across the political spectrum, including Yale Friends of Israel, AIPAC, J-Street; programming includes formal and informal education, dialogue, advocacy, and Israel Travel. Slifka hosts a Jewish Agency Israel Fellow. 2020-21 Allocations Recommendations Quarter 4 Page 29

During the past year, Slifka Executive Director and Judy Alperin, Jewish Federation CEO have met several times to collaborate and exchange ideas and supports. Collaboration and partnership on Israel programming has been strong and Slifka has offered its space to the Federation for community programming. With the arrival of the pandemic, Slifka shifted to support students virtually. It has experienced major financial impacts and has reduced its staff and delayed its capital project.

RECOMMENDATIONS: The Planning & Allocations committee recommends an allocation of $450 to Slifka Center for Jewish Life at Yale for the first quarter of the 2020-21 Fiscal Year. In addition, the committee offers the following comments and/or recommendations:   



The Planning & Allocations committee appreciates the valuable role Slifka Center plays as part of Jewish life in New Haven. The Federation is pleased that the working relationship with the Slifka Center and the opportunity to bridge service to the Greater New Haven Jewish community continues to strengthen. The committee continues to be alarmed that Yale University does not seem to understand the necessity to assist with security funding amidst the rise of anti-Semitic incidents on college campuses this past year alone. The Federation’s ability to fund valuable projects in our community is tied directly to the strength of the Annual Campaign. Your agency is encouraged to actively promote the Annual Campaign among your board and your constituencies. The Federation allocation will be paid by quarter in equal monthly installments. Revisions to this procedure may be submitted by the agency President and Executive Director to the Federation and will be subject to the approval of the Federation President, Treasurers and CEO.

2020-21 Allocations Recommendations Quarter 4 Page 30

Synagogue Initiative

2020-21

2019-20

Request

Allocation

5,000

2020 Q1

2020 Q2

2020 Q3

Recommendation

1,250

2,500

The synagogue initiative enables the Federation to partner, support and sponsor programming at area congregations over the course of a program year. In the past, the Federation has sponsored cultural events at CBSRZ in Chester, Orchard Street Shul, Temple Emanuel and more.

JCC Day Camps

2020-21

2019-20

Request

Allocation

2020 Q1

2020 Q2 2020 Q3 2021 Q4 Recommendation

$4,500

In recognition of the importance of Jewish camping and the extra burdens carried in this monumental pandemic year, the Planning & Allocations committee recommends an allocation to the JCC Day Camp program to support it’s unique role in the Greater New Haven area in support of more than 350 children and staff.

CONCLUSION This is decidedly not business as usual. The world is experiencing a health care crisis due to the COVID-19 pandemic that has never been seen before in our lifetimes. At the decree of the State of Connecticut, all inperson operations have ceased for more than 3 months causing stress and challenges to finances, mental and physical health, upended how we provide services and programming and exposed fissures and needs. As the Planning & Allocations committee considered its work for the FY21, it recognized that the moment called for a special approach. Committee members were tasked with special outreach to agencies to open dialogue to better understand the emerging needs. Panoramic Strategies consultant David Kaplan, who will assist the Jewish Federation with its strategic planning initiative, met with the committee to discuss opportunities to derive impact and be nimbler in the moment given the uncertainties that lie ahead. The committee understands that an outcome of strategic planning will likely be a shift away from traditional deficit funding (which happens in very few Jewish communities today) toward impact funding. The committee felt strongly that while the funding requests were submitted prior to COVID-19 and in many cases, those needs persist, new challenges (both known and unknown) resulting from the Coronavirus would need to be addressed. The committee determined to hold back 20% of its funding to deploy later in the year as things crystalize. It also is recommending allocations on a quarterly basis to respond to the changing landscape and allocating based on actual dollars received on 2020 pledges.

2020-21 Allocations Recommendations Quarter 4 Page 31

This is the 4th and final year of chairmanship for David Hass and we couldn’t be more grateful that he is leading this important process. The committee expresses its appreciation to the volunteer and professional leadership of all beneficiary organizations and agencies. In addition, the committee acknowledges the fine work of the Federation staff involved in this year’s process: Judy Alperin (CEO), Debra Cole (CFO) and Amy Holtz (Chief Development Officer) and Robyn Teplitzky (Senior Consultant). Of course, special acknowledgement goes to the leaders of the 2021 Annual Campaign: Howard Reiter & Jody Ellant We are grateful to the thousands of donors who support the community through the Jewish Federation’s Annual Campaign and the Jewish Foundation. Their generosity enables our investment through the Planning & Allocations process. We have taken seriously our fiduciary responsibility to distribute the funds in an appropriate manner and with respect to the mission and priorities of the Jewish Federation. We appreciate the confidence of the donors who- through their tzedakah to the community campaign- uphold our centuries old tradition of collective responsibility and communal obligation. The recommendations contained in this report for Quarter 4 of Fiscal Year 2021 is summarized on the spreadsheet on page 1, are hereby submitted to the Jewish Federation of Greater New Haven Board of Directors for action.

2020-21 Allocations Recommendations Quarter 4 Page 32