Yearbook - Jewish Community Foundation of Greater Hartford

Transcription

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Inspiring
Strengthening
Responding
Stewarding
JEWISH COMMUNITY FOUNDATION 2011 YEARBOOK
JEWISH COMMUNITY FOUNDATION
Our role in the community
Inspiring
Strengthening
Responding
Stewarding
Working with individuals and families to create meaningful personal legacies
Empowering donors to convert generous ideas into deliberate action
Partnering with local Jewish organizations
to sustain a vibrant and secure future
Addressing community needs through strategic
and high impact grantmaking
Managing 1,085 charitable funds for hundreds
of donors and organizations
MESSAGE TO THE COMMUNITY
Dear Friends,
The Jewish Community Foundation plays many pivotal roles in the Greater Hartford Jewish community. It is a major
funder of innovative programming; the steward of the community’s charitable endowment; and a strategic partner to
hundreds of donors in their philanthropic efforts. At the same time, it stands ready to support individuals and
institutions in times of challenge. And at all times, it is a principal partner of the Jewish Federation. By carefully
balancing these functions, the Foundation is able to ensure that it will always be able to meet the needs of the
community – even if those needs are presently unknown and unknowable.
As this Yearbook heads to press, our President and Chief Executive Officer Doreen Fundiller-Zweig bids the Foundation
farewell after 18 years of inspired leadership. As you know, Doreen has been a thoughtful, devoted leader of the Jewish
Contents
Year in Review
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Grantmaking
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Community Foundation. During her tenure, the Foundation’s assets grew from $18 million to $86 million and the
Foundation has become a strategic grant maker and trusted philanthropic advisor to hundreds of generous donors and
local Jewish charities. We are profoundly indebted to her for her extraordinary contribution to our Jewish community
and to the Jewish Community Foundation.
This year also marks the conclusion of my term as Chair of the Foundation. Please allow me to thank you for the
privilege of serving the Foundation, and through the Foundation, the larger Jewish community. It has been an honor to
work with Doreen, my fellow Trustees and committee chairs, and the dedicated professional staff of the Foundation.
These are relationships which I will always cherish.
The Foundation was established in 1972 with a mission to serve the Greater Hartford Jewish community and its
agencies by responding to unforeseen community needs, supporting special projects and new programs and managing
charitable funds for the benefit of the community. As we enter our 40th year, we are
confident that the Foundation will continue to be a trusted home for our community’s
philanthropy. We look forward to working with each of you in building our
community together.
Thomas M. Divine, Chair
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Inspiring • Strengthing • Responding • Stewarding
Stories of Philanthropy
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The Foundation Family
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Funds and Legacies
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2011 Financials
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Board of Trustees
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Staff
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2011
The year in review
BY THE NUMBERS
(as of June 30, 2011)
$85.2 million total assets
A clear grants mission
This year the Foundation Board shaped new strategies
for community grantmaking to align with the funding
$4.9 million gifts
$3.1 million realized bequests
priorities set forth in the 2010 Long Range Community Plan.
Our new framework emphasizes mission critical funding,
including support of discrete, time limited programs and
$2.7 million grants awarded
large scale collaborative initiatives that provide enduring
benefits to the community. It also preserves the adaptability
659 number of grants
45 scholarships awarded
of the Foundation to address emergent and evolving
community needs.
Preparing our community’s
future leaders
Providing scholarship assistance to motivated and
deserving students is one of the most rewarding
activities the Foundation carries on. This year
45 scholarships were awarded—$91,800 in total—
providing much needed assistance to deserving
students pursuing their educational dreams and
Israel experiences. Pictured here (L-R) are Bob Kennedy,
a scholarship fund donor, scholarship recipient
Sam Cohen, and Sam’s father.
1085 charitable funds
37 new funds
26 new legacies
21.9% investment return
1.16% operating expenses
to total assets
40 years and going strong
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Jewish Community Foundation • 2011
Building a vibrant and
secure community
A meaningful personal legacy
After serving the Jewish Community Foundation of Greater Hartford
as President and Chief Executive Officer for over 18 years, Doreen
The Foundation’s Leave a Jewish Legacy program promotes
bequests as a way to secure the financial future of the
Fundiller-Zweig, J.D., L.L.M., will retire as of December 31, 2011.
Greater Hartford Jewish community. The Foundation has helped
Under her leadership, the Jewish Community
over 20 local agencies, schools and synagogues obtain over 430
Foundation has become a widely recognized
legacy gifts, totaling more than $37.1 million, that will sustain our
center for Jewish philanthropy in Greater
Jewish communal institutions for generations to come.
Hartford and has earned an outstanding
reputation for integrity, fiscal responsibility
and high professional standards in serving the
needs of its donors, grantees and professional
advisors. Doreen has charted the path and
created a sturdy foundation for the road
ahead. We will build on her legacy.
Stamford joins the
Foundation family
Temple Beth El of Stamford and several individuals living in
Fairfield County established charitable funds at the Jewish
Community Foundation of Greater Hartford this year.
We appreciate the confidence they place in our leadership and
staff to carefully steward the funds they have entrusted to us and
help them build lasting legacies. Ours is the only independent
Jewish community foundation in the State of Connecticut.
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GRANTMAKING IS AT THE
HEART OF WHAT WE DO.
For 40 years, the Jewish Community Foundation
and its donors have made grants to hundreds of
charitable organizations and programs, locally,
across the United States and around the world.
More than $2.7 million was awarded in grants
during the year ending June 30, 2011. Over 80%
of these grants had a local Jewish focus.
Foundation grants meet basic needs, create
educational and learning opportunities for all
Did you know?
This year more than $1 million in grants was awarded to the
ages, promote health and wellness, enrich Jewish
Jewish Federation of Greater Hartford from unrestricted, donor
advised and designated funds at the Jewish Community
life, and ensure a vibrant and secure community.
Selected grants from all funds—unrestricted,
designated and donor advised—are presented
Foundation. These grants sustained Federation’s core mission.
Annual Campaign
Hartford Jewish Cemeteries Restoration
Long Range Planning Implementation
Hartford Jewish Coalition for Literacy
Special Projects
$ 644,373
$ 73,977
$ 210,855
$ 33,188
$ 103,009
in the following pages.
The Foundation invites you to read about our grantees in greater detail at
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www.jcfhartford.org.
Jewish Charities in Greater Hartford
$2,160,078
Beth David Synagogue
Beth El Temple of West Hartford
Beth Hillel Synagogue of Bloomfield
Chabad House of Greater Hartford
Chai Mitzvah
Charter Oak Cultural Center
Grants from the Foundation’s Helping Fund stock the kosher
food pantry at Jewish Family Services.
Commission on Jewish Education and Leadership
Congregation Beth Israel
Emanuel Synagogue
Farmington Valley Jewish Congregation – Emek Shalom
Federation Homes, Inc.
Maurice Greenberg Center for Judaic Studies
Hartford Hillel Foundation
Hebrew Health Care
Hebrew High School of New England
Jewish Association for Community Living
Jewish Family Services of Greater Hartford
Jewish Federation of Greater Hartford
Jewish Historical Society of Greater Hartford
JFACT Fund, Inc.
Joyce D. and Andrew J. Mandell Jewish Community Center
Bess and Paul Sigel Hebrew Academy
Solomon Schechter Day School of Greater Hartford
Teen Leadership and Philanthropy Institute
Residents of the Hebrew Home and
Hospital enjoy the arts as a catalyst for
creative expression with the help of
grants from designated funds.
Temple B’nai Abraham of Meriden
Temple Sinai of Newington
Trinity College Hillel
University of Connecticut Hillel
Yachad Greater Hartford Jewish Community High School
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Other Jewish Organizations
$222,873
Other Charities Serving Greater Hartford
$135,361
92nd Street Y, New York City
American Cancer Society – New England Division
ALYN - American Friends of ALYN Hospital
Bloomfield Volunteer Ambulance
American Friends of Jordan River Village
Camp Horizons, Inc.
American Friends of Leket Israel
Connecticut Children's Medical Center
American Jewish Joint Distribution Committee, Inc.
Connecticut Food Bank
Anti-Defamation League CT Regional Office
Connecticut Public Broadcasting, Inc.
Beth Tikvah Synagogue of Westborough
Fidelco Guide Dog Foundation, Inc.
Birthright Israel Foundation
Foodshare, Inc.
Combined Jewish Philanthropies of Greater Boston
Goodspeed Opera House Foundation, Inc.
Congregation Beth El of New London
HARC, Inc.
Congregation Beth Shalom Rodfe Zedek of Chester
Hartford Hospital
Congregation B’nai Jeshurun of New York
Juvenile Diabetes Research Foundation –
Congregation Knesset Israel of Pittsfield
Hartford Chapter
Congregation Kol HaNeshama of Sarasota
Loomis Institute
Congregation Mishmeres Shulem of Spring Valley
Middlesex Hospital
Foundation for Jewish Culture
Saint Francis Hospital and Medical Center
Friends of Israel Defense Forces
Visually impaired adults achieve
independence and mobility through
the use of Fidelco trained guide
dogs. Foundation fund advisors
touch many lives.
Foundation, Inc.
The Good People Fund
Sunshine Kids Foundation
Hebrew Immigrant Aid Society
University of Connecticut Foundation, Inc.
Hillel: The Berman Jewish University Center of Pittsburgh
University of Connecticut Health Center
Jewish Agency for Israel
University of Hartford
Jewish Community Foundation of Greater Kansas City
VNA HealthCare, Inc.
Jewish Federation of Greater Portland
Watkinson School
Jewish Federation of Greater Washington
Jewish Federation of the Berkshires
Jewish Funds for Justice
Jewish Guild for the Blind
Jewish Museum
Jewish Social Service Agency
Museum of Jewish Heritage
Sarasota-Manatee Jewish Federation, Inc.
Temple Chai of Phoenix
Temple Sinai of Sarasota
United States Holocaust Memorial Museum
Jewish, Muslim and Christian Israeli children with serious
illnesses enjoy a free, memorable, recreational experience
at Jordan River Village in the Lower Galilee of Israel through
donor advised grants.
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Charities Outside Greater Hartford
$107,324
College and Israel Experience Scholarships
$94,300
10,000 Degrees
College Scholarships
A Broader Way Foundation
Israel Experience Scholarships
Aaron Davis Hall, Inc.
All Faiths Food Store, Inc.
Total Grants Awarded in FY2011 — $2,719,936
Arthritis Foundation, Inc.
Barrington Stage Company
Brandeis University
Christopher and Dana Reeve Foundation
Civic Ventures
Gas and Electric Arts
Juvenile Diabetes Research Foundation Northern New Jersey Chapter
Memorial Sloan-Kettering Cancer Center
Multiple Sclerosis Research Center of New York, Inc.
NARAL Pro-Choice America Foundation
Planned Parenthood of Southern New England, Inc.
The Lenny Zakim Fund
Yale University School of Medicine
A grant to Aaron Davis Hall, Harlem's principal performing arts center, provides
broad access to arts and cultural opportunities.
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STORIES OF PHILANTHROPY
Temple, and to help ensure its vitality as a center of
Jewish life for its members. The Jewish Community
Foundation has been working collaboratively with
The Jewish Community
Anonymous XI Fund
Beth El Temple for over a decade in its endowment
A Bridgeport Connecticut resident created
and legacy building efforts.
Foundation is proud
this donor advised fund to carry out her
philanthropy. She chose the Jewish Community
Abe and Bobby Bobrow Family Fund
to present donors
Foundation of Greater Hartford as her partner
Dr. Claudia R. Coplein is proud to continue a
because of its sound fiduciary practices and ethos
tradition of charitable giving started by her
who have created
of transparency.
grandparents, Abraham and Bobby Bobrow.
new funds this year,
Beth Hillel Synagogue Funds
inspiring us with
She established a donor
advised fund in their
Edward N. Bromberg Ritual Education Memorial Fund
memory to support the
Abe Morrison Fund
charities she cares about
Beth Hillel Synagogue in Bloomfield has a long term
and to involve her children
their passion and
relationship with the Foundation. The congregation,
in the process.
commitment to
of volunteers, provide a warm and friendly
Alexandra and Noah
atmosphere for a community of 250 families. This
Stanton, will take part in
give back to their
year, two new funds were established by committed
deciding what charitable projects to support.
community and plant
led by Rabbi Gary Atkins, lay leadership and a group
congregants who value the synagogue community.
Claudia’s daughters,
Claudia is Senior Medical Director for
ConnectiCare, and a proud Lion of Judah. Her
Beth El Temple Funds
daughters are students at Kingswood Oxford School,
seeds for the next
Gloria Goldenberg Music and Lecture Series
generation.
Herman Family Fund
of Trustees. Claudia and her children live in
Cipie and Daniel Miller Family Fund
Farmington and are members of Beth El Temple.
Endowment Fund
Gerald and Paula Steinberg Endowment Fund
Last year, four new Beth El Temple endowment funds
were created to provide long term protection for the
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and previously attended Solomon Schechter Day
School, where Claudia was a member of the Board
Adrienne’s Judaism and spirituality blossomed
been a top priority for the Temple. With a realized
when she and her husband Mark joined the
bequest to the Temple, a new fund was established
Farmington Valley Jewish Congregation-Emek
to help the synagogue meet its current and long
Shalom in their hometown of Simsbury. As a long
term needs.
time Board member, she was a strong and dynamic
leader. She was committed to ensuring the happiness
Robert Eisner Charitable Gift Annuity
and welfare of congregants, as well as the longevity
Bob Eisner is proud of his many years of
Joan Brundage Charitable Gift Annuity
of the Temple. In 2002, Adrienne fulfilled her dream
service as a volunteer in the Jewish Federations of
Joan’s desire to build a legacy for the Jewish
of becoming an adult Bat Mitzvah. In 2006 she
Boston, New Britain and Hartford. He was born and
community inspired her to set up a charitable gift
fulfilled another dream when she travelled to Israel with
raised in New Britain and moved to West Hartford
annuity with the Foundation. She will receive
a group from her synagogue, led by Rabbi Herman.
with his wife Laurel, of blessed memory, and their
guaranteed payments for her lifetime and make a
When Adrienne passed away this past winter, her
two daughters. A retired accountant, Bob is a
future gift to the Jewish community. Although Joan
husband Mark and their children, Jared, Ali, Ian and
Wharton School graduate who lived in New Britain
and her husband Lyle reside in Florida, they feel
Max, approached Rabbi Herman at the Farmington
for many years, where he served as President of the
strongly about their Hartford roots and continue to
Valley Jewish Congregation and established two
New Britain Jewish Federation. Now a resident of
build the Silverherz, Brundage and Rosenberg Fund,
funds in her memory. The Adrienne Cohen Israel
West Hartford, Bob is a Life Trustee of the Hartford
which Joan’s parents endowed many years ago.
Fund will provide financial need-based scholarships
Jewish Federation and stays active in the Jewish
for first time travellers to Israel. The Adrienne Cohen
community.
The Adrienne Cohen Education Fund
Education Fund will support the Temple’s religious
The Adrienne Cohen Israel Fund
school that carries Adrienne’s name, and offer a
Foundation prompted Bob to set up a
Adrienne Cohen brightened the lives of everyone she
variety of learning experiences at every grade level,
charitable gift annuity this year. He says
touched. Warm, smart and caring, she gave to her
from pre-school to high school. Her family is proud
it is a “win-win” for all parties: he receives
family, synagogue and community in immeasurable
to have created these funds in her memory.
income for life and the Jewish community
ways. When she connected with the Jewish
The competitive rates offered by the
has a legacy gift it can count on.
Federation 25 years ago, she started a Jewish
Congregation Beth Israel Funds
journey that continued throughout her life.
Laura Rapport Legacy for Our Future Fund
Congregation Beth Israel transferred a portion
of its endowment for management to the
Foundation in 1998. Building a strong
financial base through endowment has
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Hebrew Health Care Funds
Donald and Barbara “Cookie” Hauss
Jack Hutensky Fund
Greenberg Family Endowment Fund
Family Fund
In June, Jack Hutensky became a Bar Mitzvah. Jack
Leshem Family Endowment Fund
Her friends and family remember Barbara “Cookie”
discussed the meaning of this rite of passage with his
Founded more than 100 years ago, the Hebrew Home
Hauss as a determined, smart and passionate person.
parents and together they decided to establish a donor
and Hospital, an affiliate of Hebrew Health Care, is
Daughter of the late Abraham and Rachel
advised fund so Jack can give back to the community
recognized as a leader in health care, providing
Kopplemann, Cookie was born and raised in the
in a meaningful way. At the same time, Jack would
skilled nursing and rehabilitation services to adults of
North End of Hartford. She graduated from the Oxford
have an opportunity to become a “hands on”
all ages. This year, two new funds were established
School in West Hartford and completed two years of
philanthropist and connect to the larger tradition of
that will help build a strong financial base for the
undergraduate studies at Mount Holyoke College.
Jewish continuity and tzedakah. In becoming a Bar
future of this important community institution.
Education was a priority in her family, especially for
Mitzvah and learning about giving back, Jack follows
Abe Kopplemann, whose life as first generation in this
in the footsteps of his uncles, grandfathers and great
Hartford Jewish Cemeteries
country never afforded him the luxury of completing
grandfathers on both sides, as well as his father, Brad,
Restoration Fund
his own education.
who also became a Bar Mitzvah at Beth El Temple.
Caring for our Jewish cemeteries is a sacred
responsibility, one that the Jewish Community
Cookie was married for 40 years to the late Donald S.
Jack is a voracious reader and is curious about the
Hauss, M.D., who practiced family medicine. They
world. He loves sports, music, politics, and the
Foundation takes
raised two children, Neale and Devorah. Cookie
outdoors. He is also kind and compassionate, and
seriously. The annual
became active in the community when she volunteered
serves as a wonderful role model for his brother Will.
cost of maintaining and
with the Jewish Federation, helping to launch “Jewish
A donor advised fund is a great opportunity for Jack
preserving our cemeteries
Dial-a-Ride” and serving on the committee charged
to learn about funding needs, both in the local
continues to increase.
with the opening of Federation Homes. She also
community and in Israel, and to support charitable
With every season that
worked on interfaith programs, always bringing her
causes that touch his heart.
passes, our Jewish sites
sense of humor to the table.
continue to deteriorate.
This year the Foundation Board of Trustees awarded
a grant from unrestricted funds to create a
permanent fund for capital maintenance,
Cookie especially enjoyed her involvement with the
Mandell Jewish Community
Center’s Jewish Book
Festival, which she
restoration and continuity of historic Jewish
supported each and
cemeteries in the Greater Hartford region.
every year. This year
her son and daughter
plan to continue
support of the Jewish
Book Festival in her
memory.
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Jewish Commun ity Foundation • 2011
Robert Kennedy
Doris and Simon Konover Fund for
Samuel and Frances Kosto Fund
Charitable Fund
U.S. Holocaust Memorial Museum
A fund honoring Samuel and Frances Kosto was
Bob Kennedy has
“The Holocaust has shaped my Jewish identity and who
created through a generous gift from their Brazilian
several funds at the
I am as a person. It is important to remember its
nephews, the Hara brothers, in recognition of the
Foundation. This year he entered a new phase of his
impact and those
assistance their family received in a time of need.
philanthropy by establishing a donor advised fund to
who perished,”
Their uncle, Samuel Kosto, emigrated to the United
take advantage of the resources that are available to
explains Simon
States from Damascus, Syria in 1928. Shortly after he
advisors—online grantmaking, easy access to fund
Konover. After
enrolled in night school, he met his future wife
activity and assistance with identifying charitable
losing his parents,
Frances, a Russian émigrée. They operated a small
projects to support. Bob plans to concentrate
grandparents,
children’s shop in Springfield, Massachusetts and raised
funding on local and national organizations that
several sisters and
three children who became successful professionals.
benefit individuals with special needs.
brothers in the
Holocaust, Polish-
George Kleman and Eva Kleman Fund
born Simon Konover survived a Nazi labor camp, Siberia,
Siblings Eva and George Kleman left meaningful
the Russian Army and the Battle of Stalingrad. He fled
legacies to the Jewish community through their
to America via France and Cuba after discovering the
charitable remainder trusts. Their parents, Jacob and
Jewish population of his small town near Warsaw –
Francis Kleman, owned and operated a grocery store in
including most of his family - was murdered.
Hartford. The family moved to West Hartford when
George, Eva and their sister Rose, were young.
Eva became a teacher in the Hartford public school
From his humble Hartford beginnings as a floor tile
layer who never completed high school, Simon Konover
built a real estate powerhouse. Known for his tireless
system, where she taught for 40 years. George
work ethic, boundless energy and high standards in
graduated from Yale University with a business degree.
business, personal and communal relationships, he and
Samuel provided financial assistance to help support
A certified public accountant, he was a recognized tax
his wife have given back to their community in deed
her eight young children. The three Hara brothers
expert and owned a successful business consulting
and by example.
emigrated to Sao Paulo, Brazil where they created a
firm. George and Eva moved to Florida in their later
The Doris and Simon Konover Fund for the U.S.
When his sister, Fardosa Hara, lost her husband,
prosperous textile manufacturing firm. Just as they
years. Their legacy will support the Mandell
Holocaust Memorial Museum will inspire individuals
were helped by their uncle’s generosity, the Hara
Jewish Community Center in perpetuity.
worldwide to confront hatred, promote human dignity,
family’s endowment will make it possible for others
prevent genocide and ensure the Museum’s
to enjoy the success that a college education brings.
permanence. What a profound and meaningful legacy
the Konover's have put in place to ensure that future
generations understand the lessons of the past.
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Jason Miller
Marilyn Orkin Fund
Piaker Family Fund
and Elise Miller
Stanley Orkin, a Vernon resident, established an
A time honored Jewish value is to give back to one’s
Charitable Fund
unrestricted fund to honor the memory of his
community. Steve and Randi Piaker embody this
Siblings Jason Miller and Elise
beloved wife, Marilyn. Marilyn was an active member
value and are active in the Greater Hartford Jewish
Miller started a donor advised
of Congregation B’nai Israel (now Temple Beth
community. Steve serves as a Trustee of the Jewish
fund at the Foundation this year
Sholom B’nai Israel, in Manchester) and a passionate
Community Foundation and is a member and past
that allows them to make
advocate of enhancing the Greater Hartford Jewish
Chair of the Grants Committee and a former member
decisions as a team about charitable projects to
community “east of the river.” She was a founding
of the Audit Committee. Randi serves on the
support. Both were raised in West Hartford and live
member of “Honorable Menschen”, an older adult
Development Committee of the Jewish Federation
and work in New York City. Their proud parents,
group that was created to provide social, cultural and
and is past chair of Women’s Philanthropy.
Lauri and David Miller, kvell at their achievements
recreational services to senior adults in the suburbs
and the young adults they have become.
east of Hartford and “Connecticut Bubbies.”
Jason works as the Lead Broadcast Associate on
Stan served as Vice President of Engineering for
Through the donor advised fund they created this
year, Steve and Randi will enjoy making decisions
about which projects to
NFL Today at CBS. His charitable interests lie in
Kaman Corp for more than 40 years and now spends
support in the Jewish
helping the elderly, supporting Israel and protecting
his time enjoying his five grandchildren. The Marilyn
community, and pass on
minorities against hate crimes and violence. Elise
Orkin Fund will help the Foundation meet critical
this privilege to their
works at The Vera Institute of Justice in New York as
community needs—from helping seed new programs
daughters, Lindsay and
a research analyst, where her focus is on protecting
that reach younger generations, to sustaining our
Rachel. By setting an
the rights of immigrants and their families, including
local agencies during difficult economic times.
example for their
unaccompanied children and detainees. Elise is
children, Randi and
inspired by projects that bring diverse groups
Steve have turned
together to solve problems, as well as those that
philanthropy into a
help underserved and disadvantaged communities.
family affair.
Andrew Roy Sheketoff Memorial Fund
Andrew Sheketoff passed away last year. To honor
his memory, his parents Sylvia and Lew Sheketoff
established a permanent fund to sustain programs
and services that serve children and adults with
emotional, behavioral or mental impairments, and
their families.
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Solomon Schechter Day School
Kruger Family Award for Embracing
Paula took great pride in being a Lion of Judah,
Miriam Toubman Family Fund
and took steps during her lifetime to leave a legacy
Miriam Toubman was a diminutive but huge hearted
for the community she loved. The Paula S. Steinberg
woman who was loved by her children and extended
Solomon Schechter Day School provides a challenging
Lion of Judah Endowment Fund will generate
family. She was generous, compassionate and caring,
and nurturing educational environment infused with
campaign dollars each year for Federation’s Women’s
always celebrating life and bringing comfort to
Jewish values to students of diverse social, cultural
Philanthropy.
individuals in need.
Jewish Values Fund
and economic backgrounds. This year, a charitable
Born in Hartford, Miriam was the daughter of the
fund was established to grant awards to students
Temple Beth El of Stamford Endowment Fund
late Isidore and Rose Giber. A graduate of Weaver
who are enrolled in the school from kindergarten
A bustling, warm and inclusive community of over
High School, she had a distinguished career with the
through 8th grade.
600 families from Fairfield and Westchester counties,
Connecticut Department of Children and Families,
Temple Beth El of Stamford is an egalitarian
retiring at age 77. Miriam and her late husband,
Paula S. Steinberg Lion of Judah
synagogue with members from multiple generations
William S. Toubman, had a strong relationship and
Endowment Fund
and diverse backgrounds. Recognizing the need to
raised six beloved children in whom they instilled
In March 2009, the Greater Hartford Jewish
continue building for the future, Temple leadership
a strong sense of compassion, tolerance and
community lost one of its most beloved members,
began an endowment early on to provide stability
social justice.
Paula Steinberg. Born in New Britain, she lived in
and generate revenue over the long term. They
West Hartford most of her life with her husband
chose to work with the Jewish Community Foundation
way for her six children and their families to express
Jerry. Her philanthropy and leadership in the Jewish
of Greater Hartford because of its sound fiscal
their love and respect for Miriam and support the
community were substantial. She served as the first
management and personalized donor services.
many causes that were dear to her. Andrea White,
woman President and General Campaign Chair
Elliot Taubman, Allan Toubman,
of the Jewish Federation of Greater Hartford, as
Temple B'nai Abraham of Meriden
Chair of the Board of Visitors of The Greenberg
William Smith Scholarship Fund
Center for Judaic Studies at the
University of Hartford, and was a
member of The United Jewish
Stephen Toubman, Ilene Coman and
Sheldon Toubman are advising this
Temple B’nai Abraham, located in Meriden,
fund and making decisions on grants
has a 115 year history and long time members
that best represent their mother’s
who love their spiritual community.
visions and values.
Communities Women’s
This year the Temple set up a new
National Philanthropy Board.
scholarship fund to award to the student
Paula traveled to Israel many
in the hebrew school who is the “most
times and served on countless
Establishing a charitable fund in her memory is a
improved in hebrew reading”.
committees and boards for the
Jewish community at both
local and national levels.
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Zoë Isabelle Zachs Fund
Zachs Family Fund for Charter Oak
To celebrate the high school graduation of their
Cultural Center
granddaughter Zoë, Henry Zachs and Judy Zachs
The Zachs family support of the Jewish
established a donor advised fund that will allow Zoë
community extends to nearly every Jewish
to decide what projects to support and to develop as
organization in Hartford. Preserving our
a philanthropist in her own right.
Jewish heritage and planting for the next
Her sensitivity and commitment to helping those
in need started at an early age. When Zoë became a
Bat Mitzvah, she volunteered to lead a project for
generation are driving forces behind their
family philanthropy.
The Zachs family understands that
teen mothers through the Village for Families and
endowment giving is a way to ensure that
Children by creating and delivering baskets of
the causes they care about and support will
household goods, clothing and coupons. Zoë
be funded long into the future. This year
recognized that disadvantaged young mothers’ needs
they created an endowment fund to benefit
are often overlooked. She continued volunteering at
Charter Oak Cultural Center. The family
the Village and participated in the holiday toy drive.
established a similar fund at the Hartford
Serving as president of her junior and senior classes
Foundation for Public Giving last year, and
at Loomis Chaffee School, editor of its yearbook, and
supports the Center annually.
captain of the tennis team, this extraordinary young
Charter Oak Cultural Center is housed in
woman has strong leadership skills that will shape
Connecticut’s oldest synagogue and offers
her future personal and professional choices.
innovative Jewish and original programs.
Zoë is a freshman at Syracuse University, where
Through exhibitions, performances, in-school
she plans to major in psychology and social work.
programs and workshops, the Center provides
Through her advised fund, she will stay informed
residents of the neighborhood and the Greater
about what is happening in the Greater Hartford
Hartford area with the opportunity to learn,
Jewish community
celebrate and understand a diversity of cultures.
and in Israel and
recommend grants to
programs that meet
critical needs for basic
human services and
help the most
vulnerable members
of the community.
16
THE FOUNDATION’S GROWING FAMILY
Through the Jewish Community Foundation, you can create a fund that starts working today,
or leave a legacy to benefit the community in the future. No matter what you choose to support,
the Jewish Community Foundation can help you fulfill your philanthropic goals.
CREATE A FUND
Donor advised funds
Support your favorite causes on your time schedule; recommend grants to the organizations
and charitable causes you care about; and involve your family in a meaningful giving experience
Unrestricted community funds
Help the Foundation award grants where the needs are greatest and fund innovation
and long term solutions to community challenges
Designated funds
Distribute grants each year for a specific organization or cause and endow your support for generations to come
Scholarship funds
Provide scholarships to deserving students pursuing higher education and
help teens and young adults enjoy learning experiences in Israel
JOIN A GIVING CIRCLE
Partner with others who share your passions to
•
Help women and children in need
•
Support vulnerable populations in Israel
GET STARTED
Call us at 860.523.7460 and visit our website at www.jcfhartford.org.
17
UNRESTRICTED COMMUNITY FUNDS give donors a
FUNDS AND LEGACIES
powerful way to collectively address community needs
in Greater Hartford. Emergency, responsive and
Hundreds of individuals, families and
innovative grants from unrestricted community funds
are made at the discretion of the Foundation’s Board
organizations have strengthened the Greater
of Trustees.
Sidney Abel Fund
$ 44,324
Hartford Jewish community by establishing
Benjamin Alexander Memorial Fund
6,701
Norman and Helene Alisberg Fund
6,711
and contributing to funds at the Jewish
David and June Alton Memorial Fund
5,018
Community Foundation. The following pages
Flora G. Arons Fund in memory of
list the funds that have received gifts of
$5,000 or more or have grown to that value
Flora G. Arons Family Fund
beloved mother Pauline Gale
purpose and history, but together contribute
to building a vital community resource for
today and tomorrow.
Unrestricted Fund
Eleanor and Robert Balgley Fund
Arlyn and David Bamberger Youth Fund
Gertrude and Jack Baskind Fund
826,040
177,357
7,770
41,347
9,615
Bluma and Mark Bassevitch Fund
159,564
Edward Beirponch Memorial Fund
25,025
Frances F. and Samuel B. Bell Fund
6,873
Marilyn and Seymour Benson Fund
18,812
Congregation Bess Israel Fund
115,886
Samuel "Sy" Birnbaum Fund
258,089
Chester and Shirley Bland Family Fund
62,252
Esther Blumenthal Memorial Fund
31,873
Joan and Morton Blumenthal Fund
16,090
Dr. Sidney and Charlotte T. Brick Fund
6,431
Judith R. and Harold M. Brodsky Fund
5,326
Harry and Mildred Bronson Fund
18
11,517
Beatrice Fox Auerbach Foundation
Cecelia and Goodman Banks Memorial Fund
over the years. Each fund has its own name,
17,170
9,927
Robert and Janet Bruner Fund
10,483
Eleanor and Jerome Caplan Fund
77,546
Gertrude D. and William H. Caplan Fund
15,031
Charles E. and Florence Carples Fund
47,425
Cartin Family Foundation Fund
20,964
Irving and Evelyn B. Gilman Fund
18,183
Samuel and Tillie D. Cheiffetz Fund
60,589
Milton and Florence Gilman Fund
163,979
Helen and Phineas Connell Fund
The Cornell Fund
8,671
Harold W. and June G. Davidson Fund
Wilfred E. Diamond and Mae S. Diamond Fund
7,253
Max Kotkin Fund
31,920
235,596
Kramer Family Fund
12,309
Goldie Issner and S. Leonard Ginsberg Fund
13,203
Milton and Judi K. Krevolin Family Fund
11,380
Blanche and Steven Goldenberg Fund
98,277
Eleanor and Ira Kroul Fund
33,204
19,332
Ellen Jeanne Goldfarb Memorial Fund
429,686
Julius and Naomi Larman Family Fund
15,443
17,243
Harry E. Goldfarb Family Foundation Fund
310,149
Jack and Irene Lavell Fund
10,319
Morton and Dinah Danseyar
Family Foundation Fund
Lina G. Gilston Memorial Fund
Irene and Benjamin Kostin Fund
169,246
5,766
Sadie “Syd” L. Goldfarb Memorial Fund
69,323
81,070
Arnold C. and Beverly P. Greenberg Fund
9,395
Morton and Marilyn Elsner Fund
557,753
Leonard E. and Phyllis S. Greenberg Fund
30,887
Frances and Philip Feltman Fund
30,913
Bernard and Anne Greenspon Fund
7,113
Robert Lewtan Memorial Fund
7,972
James Ferris Family Fund
10,446
Rebecca and Israel Grody Family Foundation Fund
74,829
Ken and Jane Libby Family Fund
25,794
I. Martin and Janet M. Fierberg Fund
47,443
Meta and Maurice Gross Fund
40,914
Evelyn and Bernard Lieberman Fund
29,326
David and Rochelle Fierston Unrestricted Fund
41,012
Irma and Mort Handel Fund
Fischman Family Fund
21,072
Frank and Marion Kofsky Harris Fund
Abraham and Goldie Fish Fund
17,449
Joseph A. Hartman Memorial Fund
9,173
Frances and Louis Ludgin Fund
35,749
Sheila and Moe Fisher Fund
74,438
Celia B. Hartzmark Memorial Fund
5,375
Manchester Hebrew Home Fund
21,755
Andy and Joyce Mandell Fund
50,276
Micki and Hy Dworin Fund
9,934
1,303,738
Lebon Press Endowment Fund
Barbara and Ira Levin Family Fund
I. Oscar Levine Fund
Jane and Roger Loeb Fund
191,228
Tutti and Herbert B. Fishman Fund
181,855
Alice and Arthur Herrmann Fund
46,571
Alison and Dorothy H. Marks Fund
Sarah and Michael Fleischer Fund
36,839
Burton and Phyllis Hoffman Family Fund
11,575
David P. Marks and Ann Sagalyn Fund
Albert A. Fox Family Fund
94,966
Samuel K. and Katherine S. Hoffman Fund
Beth and Joe Fox Family Fund
Estelle Fraidowitz Memorial Fund
Abraham M. Frank Fund
George L. Gans Fund
9,932
21,683
309,566
8,448
Rose Hurowitz Fund
Sheila and Bud Jacobs Family Fund
Louis Joseloff Foundation Fund II
Bernard Kaplan Family Fund
8,591
103,786
33,087
106,344
80,647
Dr. Isidore S. and Rebekah Geetter Memorial Fund
10,437
Irving Sidney Kaplan Memorial Fund
9,314
Esther Geisinger Fund
12,471
6,623
309,079
832,918
267,442
11,820
Charlotte C. and David F. Liebowitz Fund
Stanley Fisher Memorial Fund
Donald and Barbara “Cookie” Hauss Family Fund
6,454
Oscar “Ozzie” and Gertrude Marks Fund
9,171
11,425
5,140
Doris S. Meltzer Fund
11,374
Peggy and Alan Mendelson Unrestricted Fund
73,776
Samuel and Goldy Merin Family Memorial Fund
77,897
Jason Miller and Elise Miller Community Fund
19,405
Deborah A. and Morton M. Mitnick Fund
43,185
Samuel J. and Rose A. Kaprove Fund
181,825
Moffie Family Fund
15,695
Bertha Gerber Memorial Fund
7,764
Kavitsky Family Fund
122,369
Nathan Moses Fund
42,930
Beth and Glenn Gerber Fund
5,684
Rita Kaye Fund
H. Joseph Gerber Family Fund
128,915
Alvin Kennedy Community Fund
6,691
465,046
Donald Gershman Family Fund
6,279
George M. Kofsky Fund
Evelyn and Charles Gershman Fund
9,928
Joseph Kohn Fund
Harry and Minnie Gershman Memorial Fund
7,337
David and Anna Konover Memorial Fund
46,165
Harold Konover Fund
Isadore N. Gershman Fund
Evelyn and Herbert Gilman Fund
3,409,629
8,936
Georgette and Richard Koopman Fund
42,144
Harold and Jan Moskowitz Fund
7,338
Daniel and Muriel Mosler Fund
5,895
Nancy and Bernard Mussman Fund
13,038
Rhea and Louis Nassau Fund
12,621
Arlene M. and Daniel M. Neiditz Fund
10,834
14,874
Moses and Rachel Neiditz Fund
31,470
1,437,301
Jon and Martha Newman Fund
24,193
7,339
19
Fred and Mildred Nossal Memorial
Leon Sakow Fund
34,356
Silverman/Gross Family Fund
85,283
19,014
Diane R. and Seymour H. Sard Fund
15,152
Ann H. and Benjamin Singer Fund
39,265
David Novarr Memorial Fund
13,633
Rhonda and Robert Sattin Family Fund
Jenny L. Spargo Fund
60,541
Minnie and Bennie Novarr Fund
61,349
Peter and Elaine Savin Fund
38,803
Bella Spector Memorial Fund
13,292
Ida and Frank Novick Fund
11,297
Dr. Abraham M. and Alice Leavitt Schaefer Fund
28,024
Samuel A. Spitz Memorial Fund
15,671
Operating Fund
59,161
Cecil R. and Arthur H. Schatz Fund
Harold and Lee Stahl Fund
15,944
Marilyn Orkin Fund
15,455
Andrew M. Schatz and Barbara F. Wolf Fund
23,577
Charles and Betty Stroh Fund
51,190
Marcia S. and Marvin M. Patron Fund
37,842
Dora Goldberg Schatz Fund
14,940
Matilda Sudarsky Fund
Max Pivnik Fund
10,348
Judge Nathan A. Schatz Fund
37,592
Etta and Edward Suisman Fund
45,465
Molly, Charles and Ida Proller Fund
16,777
Norma and Mike Schatz Fund
50,890
Janet and Michael Suisman Fund
342,444
38,937
Samuel C. and Helen K. Suisman Memorial Fund
47,528
Harold and Dorothy Sussman Family Fund
66,015
Endowment Fund
Dorothy and Edward Rapaport Fund
7,557
Bernard and Dorothy Schiro Fund
Edward and Minnie Raphael Fund
9,837
Jennie Schoenbach Fund
Reuben R. and Bessie P. Raphael Fund
Irving and Elinor Reiner Fund
7,526
5,468
5,110
9,173
160,208
Eugenie and Julius Schoolnik Fund
40,305
Melvin and Fanchon Title Fund
23,595
42,857
Mamie and Louis Schoolnik Fund
40,307
Melvin Title Memorial Fund
21,269
I. William Reisman and Beatrice W. Reisman Fund
988,239
Ruby and Walter Schultz Fund
35,451
Samuel and Sally Title Fund
19,144
Rodney and Janice Reynolds Unrestricted Fund
145,105
Harry and Mildred Schwab Fund
43,390
Dr. Israel and Charlotte Trachtenberg Fund
92,308
Harold and Barbara Richman Family Fund
130,142
Harry and Yetta Schwartz Memorial Fund
8,283
George and Marion Trehub Fund
57,477
50,115
Leonard M. Troub Memorial Fund
111,652
Richman-Stolzenberg Fund
Rose A. Ritter Fund
Betty and Samuel Rivkin Family Fund
5,864
14,107
373,865
Jack and Ruth Seltzer Fund
Sarah T. Shechtman and Florence S. Wellins
Memorial Fund
Moses and Dvora Troub Memorial Fund
19,297
Daniel H. Turchin Memorial Fund
5,072
8,193
Emma and Victor Robington Fund
55,645
Andrew Roy Sheketoff Memorial Fund
R. Philip and Rebecca Rose Fund
45,365
Lewis S. and Sylvia C. Sheketoff Unrestricted Fund
Doris M. and David P. Rosen Fund
11,642
Estelle M. and Ernest M. Sherry Fund
Rebecca K. and William H. Rosenfeld Fund
14,435
Harry A. Shindler Fund
Hilda and Alfred Rosenthal Fund
25,208
Elinor and Morris Shlien Fund
8,902
Ione S. Wall Fund
Elizabeth and Bea Shlien Endowment Fund
8,606
Carol and Saul Weber Family Fund
23,118
Robert A. and Harriet C. Weinerman Fund
15,147
Frances T. Weinstein Memorial Fund
26,764
Genevieve and Joseph Weinstein Fund
50,037
Rose Ross Fund
5,728
Harriet L. Rottner Fund
5,316
Frances and Julian Shoor Fund
Albert and Augusta Rubin Fund
8,528
Shulansky Foundation Unrestricted Fund
Augusta Rubin Memorial Fund
Dorothy and Isidor Rubin Family Fund
102,033
Max and Evelyn Veroff Fund
17,919
Vinick Family Fund
11,151
Walter and Naomi Vogel Memorial Fund
468,584
49,273
121,765
Stanley W. Vogel Family Fund
1,726,071
Debra J. Shulansky Family Fund
6,279
59,528
Ruth and Ralph Shulansky Fund
64,953
Harry E. and Anne C. Weinstein Fund
32,166
8,987
10,253
40,427
152,790
149,890
Naomi and Harold Rubin Fund
42,748
Shulman Family Fund
44,849
Jennie Weinstein Fund
21,712
Eva Rudy Memorial Fund
48,083
Arthur and Adele Siegal Fund
87,550
Morris and Gloria Weiss Fund
19,471
Morris Rudy Memorial Fund
11,203
Bess and Paul Sigel Fund
42,447
Jacqueline and Frederic Werner Fund
42,226
Linda and Donald Silpe ILU Community Fund
12,405
Lt. I. Roy Werner, USMC, Memorial Fund
41,953
Silverherz, Brundage and Rosenberg Fund
37,584
Berthold and Paula Wetterhahn Memorial Fund
Donald and Shirley Ruffkess Fund
256,594
Charlotte and Stanley Sack Fund
38,677
20
5,254
Harry and Gertrude Wolpoe Fund
12,559
Dr. Nathan and Renee Dubin Fund
14,145
Leshem Family Fund
William and Esther Yolen Foundation Fund
13,837
Elbaum Family Fund
29,717
Sam Leven and Abe Kopplemann Fund
15,181
Eric and Jessica Zachs Fund
46,584
179,310
Fenmore and Gladys Feigenbaum Family Fund
12,651
Ann Z. Leventhal Fund
10,329
Henry and Judith Zachs Fund
112,184
Feltman Family Fund
56,973
Sid Lichter and Abe Rubin Family Fund
25,049
Carolyn Zaretsky Memorial Fund
108,435
Fierston Family Fund
53,564
Jerry and Elaine Title Lowengard Fund
20,066
The Fighting Segals Fund
99,298
Dr. Raymond and Anna Lublin Fund
157,275
Sheri and Gerald Lublin Family Fund
Paul and Janet Zieky Fund
24,181
General Unrestricted Fund
140,513
Hinda N. Fisher Advisory Fund
Other funds
337,200
Peter and Lisa Fishman Family Fund
26,764
Aaron Marks Foundation Fund
225,004
Robert B. and Hedyth A. Fishman Family Fund
99,840
Rose and Louis Mass Memorial Fund
160,951
229,195
Total Unrestricted Community Funds
$ 23,994,402
164,866
93,983
Fox Family Fund
101,053
Peggy and Alan Mendelson Fund
Aaron and Betty Gilman Family Foundation Fund
295,468
Jason Miller and Elise Miller Charitable Fund
11,720
Irving and Evelyn B. Gilman Family Fund
301,061
Regina H. and Paul P. Mitnick Fund
91,092
DONOR ADVISED FUNDS allow individuals and families
Ida C. and Milton Gladstein Family Fund
100,004
Monastersky Family Fund
61,947
to take an active role in grantmaking.
Glass/Lipman Family Fund
Abrahms Family Fund
$ 274,543
Karen and Gerald Goldberg Fund
Annie's Fund
27,508
Deborah W. Goldfarb Memorial Fund
Anonymous 4 Grandchildren's Fund
59,911
Grant/Weisman Family Fund
Anonymous VII Fund
12,097
Anonymous IX Fund
1,598,611
Anonymous X Fund
12,684
Burton A. Greenspan Memorial Fund
Anonymous XI Fund
5,238
Beatrice Fox Auerbach Foundation Fund/
Koopman Share
4,602,162
Beatrice Fox Auerbach Foundation Fund/
Schiro Share
Bash Family Fund
Janet and Harold Moskowitz Fund
55,490
Hymen and Pearl Namerow Family Fund
37,373
103,371
Michael and Susan Perl Family Fund
34,966
51,523
Piaker Family Fund
12,078
14,067
Dr. Charles and Paula Polivy Fund
44,786
Ernest and Charlotte Hirst Family Fund
438,336
Belle K. and Irving S. Ribicoff Fund
156,567
Judith S. and Joseph D. Hurwitz Fund
33,291
for Jewish Continuity
The Israel Fund
Louis Joseloff Foundation Fund I
Selma and David Kaye Fund
Arnold and Elizabeth Berman Family Fund
59,117
Robert Kennedy Charitable Fund
Malcolm and Brenda Altman Berman Family Fund
21,931
Martin Kesten Family Fund
271,030
12,897
190,700
279,748
61,231
13,508
Rose and Gary Bernstein Fund
Moore Family Fund
Jon and Martha Newman Family Fund
Orly Javit Memorial Fund
2,844,111
74,658
Deborah and Steven Kleinman Fund
206,661
Abraham Rosen Memorial Fund
29,991
Mark and Carol Rosen Family Fund
18,644
16,733
Samuel J. and Ida S. Rosen Family Fund
32,614
114,968
Alfred and Hilda Rosenthal Family Fund
11,928
37,065
Rothstein Family Fund
293,680
24,758
Florence and Charles Rubenstein Fund
267,314
716,027
30,778
Rutenberg Family Fund
30,141
Bernice and Seymour Saltzman Fund for Israel
36,298
Abe and Bobby Bobrow Family Fund
11,664
Doris and Simon Konover Family Fund
283,245
A.I. Savin Family Fund
Boxer Family Fund
57,577
Abe and Rae Kopplemann Fund
167,469
David L. Savin Family Fund
Jennie and Morris Bufferd Fund
23,374
Ruth Kordansky Memorial Fund
23,432
Jerome and Marlene Scharr Family Fund
86,820
Chairs' Honor Fund
44,051
Michele and Dane Kostin Family Fund
35,427
Schatz/Wolf Family Fund
26,483
Louis H. and Virginia P. Cohen Fund
42,130
Solomon and Annie Lander Kramer Fund
24,647
Amy Selzer Memorial Fund
97,351
Divine Family Fund for Jewish Education
109,980
Lanes Family Fund
105,877
21
Sylvia and Lewis Sheketoff Family Fund
3,542,389
199,333
144,416
Susan Fromm Shimelman Fund
Shulansky Foundation Fund
Bella and Max Shulman Family Fund
Edward and Ruth Siegal Fund
Silpe Family Fund
Solinsky Family Fund
Edmund and Linda Bland Sonnenblick Fund
Rosemary Stevens, M.D. Memorial Fund
42,158
179,512
1,074,350
41,266
204,117
Mildred and Irving Bercowetz Fund
for Midrasha/Yachad
Willie Berkowitz Memorial Fund
Rose Bernstein Lion of Judah Endowment Fund
10,236
5,086
158,629
Workman’s Circle Branch #15 Cemetery Fund
49,295
Workman’s Circle Branch #184 Cemetery Fund
20,052
Young Friend's Progressive Cemetery Fund
43,385
Other cemetery funds
10,653
Helen and Bernard Blum Fund
20,043
Chabad House Fund
27,103
Ida and Louis Blum Fund
43,116
Chameides Family Fund
61,765
Alma and Hans Bodenheimer Endowment Fund
126,423
Capital Equipment Fund
5,590
10,126
7,799
Charter Oak Cultural Center Endowment Fund
25,157
1,326,157
Adrienne Cohen Education Fund
39,458
118,373
John and Kathy Suisman Family Fund
40,302
Rhea Sourifman Caplin Memorial Scholarship Fund
34,023
The Adrienne Cohen Israel Fund
Temple Sinai Fund
27,042
Arnold S. Cartin Memorial Fund
14,602
Aaron and Fanny Cohen Fund
29,684
35,109
CBI Tots Fund
13,244
Florence and Henry Cohen Family Fund
36,496
Libbian and Jerry Cohen Fund
17,178
Miriam Toubman Family Fund
Waldman-Pearlman-Seltzer Family Fund
Weiner Family Fund
294,681
Association of Jewish Cemeteries Funds
24,754
Aaron Association Cemetery Fund
25,920
Association of Jewish Cemeteries General Fund
16,638
Alfred and Helen Weisel Education
Endowment Fund
Winkler-Drezner President’s Discretionary Fund
Miriam Witlin/Sylvia Bjornson Memorial Fund
38,008
Bess Israel Cemetery Fund
88,664
Beth Jacob Society Cemetery Fund
114,612
50,313
Jacob Harry Zachs Fund
57,186
Capital City Cemetery Fund
Zoë Isabelle Zachs Fund
60,677
Farband Labor Zionist Alliance Branch 61
Zackin Family Fund
44,502
Zweig and Fundiller Family Fund
Total Donor Advised Funds
162,190
158,468
$ 23,917,910
22,964
Brahilover Benevolent Association of Hartford
Benjamin Samuel Zachs Fund
Natalie and Morris Ziplow Fund
155,583
Cemetery Fund
Cemetery Fund
148,810
69,852
65,683
in and year out.
Phyllis B. Abrahms Endowment Fund
Helene Alisberg Children's Fund
Eleanor Balgley Lion of Judah Endowment Fund
Edie and Joseph Barker Fund
$ 6,543
5,039
106,818
24,405
Yale and Rita Cohn Fund
13,042
Congregation Beth Israel Endowment Fund
31,355
Congregation Beth Shalom Rodfe Zedek
Congregation B'nai Sholom Endowment Fund
Congregation Tephereth Israel Sisterhood
Hartford Sick Benefit Association Cemetery Fund
15,305
Jonathan Welfare Society Cemetery Fund
74,292
Harry and Diane Davidson Fund for the
19,586
Divine Family Endowment Fund
Jewish Historical Society
Ludmir Young Men’s Benevolent Association
Cemetery Fund
Share Torah Lodge Cemetery Fund
Tikvah Zion Cemetery Fund
22
Scholarship Fund
Zelda Cramer Ungar Endowment Fund
295,906
1,560,377
16,162
39,361
Cemetery Fund
11,933
Robert E. Cohn and Sherry Banks-Cohn Fund
67,088
Cemetery Fund
organizations and causes donors care most about, year
Jewish Family Services
Hartford City Lodge Cemetery Fund
Jewish War Veterans Laurel Post #45
13,319
Naomi and Michael Cohen Fund for
Endowment Fund
Hebrew Merchants Protective Association
DESIGNATED FUNDS support the charitable
Penny H. Cohn Fund for Indigent Elderly
First Ludmir Benevolent Association
Cemetery Fund
Morris and Emma P. Cohen Fund for
39,966
8,966
44,188
5,981
6,671
5,140
Dr. Nathan Lewis Dubin Rabbinic Chair Fund
99,347
Fund for the Elderly
62,404
18,510
E. Michael and Lois P. Ellovich Family Fund
7,923
74,283
Elman Family Fund
6,955
9,692
Emanuel Synagogue Special Endowment Fund
23,525
Farmington Valley Jewish Congregation - Emek Shalom
Bernard L. Gottlieb Fund I
193,467
Jewish Community Center Funds
Endowment Fund
84,608
Bernard L. Gottlieb Fund II
94,848
Capital Campaign Endowment Fund
Memorial Park General Fund
42,310
Edith A. and Herbert L. Granstein Fund
13,735
Cultural Arts Fund
61,799
Memorial Park Perpetual Care Fund
90,432
The Green Family Fund
24,137
Endowment Fund
173,136
Harold Wolinsky Scholarship Fund
24,400
Lawrence Green Memorial Fund
32,338
Fechtor Family Foundation, Inc. Fund
89,827
Federation Community PACE Fund
299,912
for Hartford Hillel
56,029
Federation Homes Endowment Fund
76,556
Abe and Ria Haller Fund
7,724
Frances and Marshall Feingold Scholarship Fund
22,395
Bob and Evelyn Harris Fund for Hebrew
Rhoda and Arthur Feinstein Fund
Jewish Family Services Endowment Fund
36,423
6,919
Jewish Family Services Legacy Fund
286,367
Jewish Historical Society of Greater Hartford Fund
125,287
JFACT Fund Endowment
62,733
Jonathan's Dream Playground Fund
82,649
9,566
High School of New England
Sadie and Jacob Feinstein Fund
16,093
Judith Lynn Harris Memorial Fund
Stanley and Susan Fellman Fund for Travel to Israel
23,406
Hartford Hillel Foundation Endowment Fund
82,391
Frank Kavitsky Campaign Endowment Fund
Bruce and Debra Fischman Family Fund
65,945
Hartford Jewish Cemeteries Restoration Fund
25,008
Alvin Kennedy Scholarship Fund
Hebrew High School of New England Building Fund
57,650
Samuel, Sylvia, Alvin and Robert Kennedy Fund
470,227
Dr. Leizor and Barbara Kessel Scholarship Fund
930,618
Martin Kesten Fund for Beth Hillel Synagogue
95,292
Bruce and Debra Fischman Fund for
Art and Helene Fishman Family Fund
16,342
179,951
The Arthur, Edward and Robert Fishman
Scholarship Fund
35,531
6,350
Jonathan Welfare Society Legacy Fund
5,408
Leo and Shirley Juran Fund
Hebrew High School of New England
Endowment Fund
156,237
Hebrew Home and Hospital Endowment Fund
53,161
Hebrew Ladies Sheltering Home Fund
50,864
149,363
15,480
1,424,445
57,625
Thelma and Burton Kirsch and
Sylvia Kavanau Fund
8,537
Hedyth Fishman Lion of Judah Endowment Fund
125,968
The Helping Fund II
55,331
Kirstein Family Holocaust Education Fund
359,607
The Foundation Fund
351,550
Celia Hillman Scholarship Fund
48,201
George Kleman and Eva Kleman Fund
173,419
Rose Hurowitz and Anna Hurowitz Lublin Fund
12,012
Elizabeth Kochen Memorial Fund
Ruth and Ronald Jacobs Family Fund
80,312
Doris Konover Lion of Judah Endowment Fund
Estelle and William Fraidowitz Family Fund
56,233
Edith and Harry A. Gampel Perpetual
Annual Campaign Fund
Annette and Seymour Gavens Fund
Gelles Family Fund
Ida and Milton Gladstein Fund
Glickman Chapman Family Fund
Sedell Gold Family Fund
11,361
23,268
8,065
120,853
8,754
13,552
Edith B. Goldberg and Ruth D. Goldberg
Memorial Fund
Jewish Association for Community Living Funds
Konover Coppa Family Funds
Alan Bialeck Fund
11,021
Helen Kopman Holocaust Education Fund
Janet Bialeck Community Fund
13,381
Cantor Arthur Koret Memorial Fund
Philip and Frances Feltman Family Fund
5,568
Vicki and Michael Konover Fund
Legacy of Caring Fund
Martin, Esther and Neil Lerner Fund
6,051
Hebrew Academy
188,418
Dane and Michele Kostin Fund for
11,504
Hebrew Home and Hospital
8,190
Dane and Michele Kostin Fund for
Gerald and Janet Pitegoff Family Fund
Sylvia and Leo Goldberg Fund
12,231
Mira Rauch Fund
11,704
Jewish Community Center
Milton and Frances Goodman Fund
37,510
Residential Fund
93,779
Samuel and Frances Kosto Fund
Scholarship Fund
Lynne Gordon Hartford Jewish Film Festival Fund
Elizabeth Ina Scharr Fund
77,658
9,129
6,701
Temkin Family Fund
39,923
Uncle Abe’s Honorary Fund
11,695
23
130,456
1,497,788
37,709
6,951
Dane and Michele Kostin Fund for the
66,628
Abraham and Jane Poriss Gordon
12,019
18,486
6,362
7,488
104,746
David Kotkin Fund for Hartford Institute
for Jewish Studies
Saul Kovarsky Endowment Fund
16,073
6,575
Alice and Maxwell Kramer Scholarship Fund
Kupperblatt Morris Family Fund
57,816
8,352
Rebecca Schwartz Lazowski Endowment
Mr. and Mrs. Club, Beth Hillel Synagogue
of Bloomfield Fund
Abraham A. Ribicoff Memorial Fund
18,551
52,192
Belle M. and Harold Rosen Memorial Fund
57,161
15,236
N. Aaron Naboicheck Fund
29,419
Israel and Rhoda Rosenthal Family Fund
Fund for Israel
18,091
Reba and Art Nassau Fund
11,283
Rothstein Fund for Women
6,227
Lebed Family Fund
62,385
National Council of Jewish Women
Rubenstein Fund for Jewish Historical Society
5,364
Legal Eagle PACE Fund
55,138
Ira and Barbara Levin Fund
14,397
David Neiditz Memorial Fund
Dorothy and Joseph Levine Fund
42,126
Stacy Nerenstone Lion of Judah Endowment Fund
Endowment Fund
21,968
Jack and Leah Rubin Fund
38,871
19,409
Gideon and Mary Rutenberg Family Fund
28,986
Melvin and Ruth K. Rutt Fund
10,886
127,382
Bertha and Sidney Schulman Family Fund
52,669
26,557
Edith and Ben Schwab Endowment Fund
47,528
6,214
Bernard Lieberman Memorial Fund
408,624
New Britain Old Age Assistance Fund
Charlotte C. and David F. Liebowitz PACE Fund
334,649
Noah's Ark Scholarship Fund
Lillian Fund for Women and Girls
203,412
Novarr Fund for Hadassah
5,894
Leonard J. and Freda Schwartz Fund
76,767
Harriet Judith Novarr Scholarship Fund
6,631
Arnold Scribner Memorial Library Fund
12,908
Hyman and Ann Novarr Fund for Israel
13,175
Second Generation Films Fund
18,953
Morris Lipman Perpetual Annual Campaign
Endowment Fund
179,617
Marilyn Lippman Memorial Fund
65,845
Arlene M. Lipton Memorial Fund
63,308
Edward and Marsha Lotstein Family Fund
5,144
Jack and Dorothy Lotstein Fund
33,540
Marsha Lotstein Honorary Fund
25,869
Gretel and Albert Lowenstein Fund
305,257
Sylvia and Leo Novarr Fund for
Children and Families
Sylvia and Leo Novarr Hebrew Academy Fund
Lewis S. and Sylvia C. Sheketoff
8,091
5,418
Sylvia and Leo Novarr Hebrew Home
and Hospital Fund
Jewish Family Services Fund
30,955
Sylvia and Lewis Sheketoff Fund for the
6,077
George J. and Lottie K. Sherman Fund
17,605
49,594
Sylvia and Leo Novarr JCC Endowment Fund
7,006
Susan Hope Sherman Endowment Fund
Dr. Carl Mandell Israel Trip Fund
19,453
Sylvia and Leo Novarr ORT Fund
5,479
MKB Shoham Family Fund
7,874
Denese B. and Norman M. Mann Family Fund
10,875
Sylvia and Leo Novarr Fund for
Betty Shuch Memorial Fund
12,057
9,179
Howard and Lois Siegal Funds
32,643
90,306
Dr. Norman Mendlinger Science and Technology
Memorial Fund
Meriden Jewish Federation Endowment Fund
11,092
Congregation P'nai Or Endowment Fund
5,672
Siegal/Levy Fund for Hebrew Home and Hospital
86,869
Papermaster Family Fund
8,046
Siegal/Levy Fund for the Jewish Community Center
Message Center Beepers Fund for the
Midrasha/Yachad Endowment Fund
32,683
6,743
Elizabeth O. and Barney H. Miller Fund
for Zion Hill Cemetery
David and Lauri Miller Family Fund
5,202
150,979
Deborah and Morton Mitnick
Jewish Education Fund
105,484
Passport to Israel Funds
67,919
Siegal/Levy Fund for Jewish Family Services
Passport to Israel General Fund
12,361
Siegal/Levy Fund for Solomon Schechter
Leonard and Teddy Paul Family Fund
25,149
Bennett and Libby Pearl Fund
10,340
Paul and Anita Sigel Fund
PJ Library Fund
53,028
Joseph Pollack Memorial Fund
23,639
Samuel B. and Mollie G. Pollack Memorial Fund
31,608
Sydney and Frances Pomer Fund
24,748
Day School
Endowment Fund
7,830
245,379
36,402
12,408
11,339
171,871
Isabel S. and Selig J. Silverman
Memorial PACE Fund
11,160
Susan E. Moore Scholarship Fund
40,293
President’s Fund
15,430
Simons Family Fund for Hartford Hillel
47,301
Sarah and Rachel Moses Fund
40,418
Laura and Reuben Rapport Fund
47,285
Roberta and Bruce Singer Fund
27,835
Robert S. Siskin Family Fund
58,743
Sharon and Alan Reisner Family Fund
24
9,253
Rosalie H. and Jay D. Smith Jewish Heritage Fund
13,560
Ruth Tupper Fund
23,213
CUSTODIAL FUNDS have been transferred by local
Fund for Social Justice
25,864
University of Connecticut Hillel Endowment Fund
52,699
charities and synagogues to the Foundation for
33,858
Samuel and Pauline Ungar Fund
Abraham and Lina Solomon Fund
6,393
investment management and charitable gift
Solomon Schechter Day School Endowment Fund
148,387
Solomon Schechter Day School Scholarship Fund
51,283
Sondik Chernoff Squires Family Fund
37,566
Anne E. Wall Scholarship Fund
19,801
Beth El Temple
Fund for Special Needs
27,049
Marjorie M. Walton Fund
13,673
Louis M. Beckenstein Fund
7,565
Spitz Family Fund
14,774
H.D. and Florence Weber Family Fund
Ann and David Brandwein Family Fund
5,486
Jerry Spitz JCC Fund for the Arts
43,714
Ruth Frosh Weiner Scholarship Fund
Naomi and Michael Cohen Endowment Fund
8,196
Stanger Fund for Solomon Schechter Day School
7,824
Reeva and Frank Stavis Fund
9,784
Irving N. Stein Memorial Fund for Jewish Education
8,445
Paula S. Steinberg Lion of Judah Endowment Fund
Gerald M. Steinberg Memorial PACE Fund
218,598
45,370
Dr. Sanford E. Solomon and Pearl Solomon Wachtel
Campership Fund for Camp Shalom
28,789
Betsy Heilpern Firger Healing Spring Fund for Music
856,229
General Unrestricted Funds
38,195
Mildred Glasband Memorial Fund
Beatrice and Bernard Sussman Family Fund
40,420
Wetstone Foundation Fund
Teen Leadership and Philanthropy Institute Fund
10,806
Lina Wolff Fund
7,994
Gloria Lavitt Goldenberg Endowment Fund
108,139
Gloria Goldenberg Music and Lecture Series
36,295
Woronow Kaplan Family Fund for the
31,545
Cemetery Perpetual Care Fund
133,981
Max Cheikin Scholarship Fund
15,562
8,552
Gavens Family College Youth Fund
33,766
Celia B. Weisman PACE Fund
5,618
Nathan Field Memorial Fund
Genevieve and Joseph Weinstein PACE Fund
Raymond S. and Gail Weinstein Fund
Endowment Fund
Leonard and Vicki Eisenfeld Endowment Fund
228,422
Millie Levine Dobris Scholarship Fund
12,898
242,499
Julius and Sophie Barker Scholarship Fund
5,424
Genevieve and Joseph Weinstein Fund for
Ted and Mutt Susman Fund
Jeanette Aron Scholarship Fund
12,242
Genevieve and Joseph Weinstein Fund for
SummerWood Members Special Fund
Temple B’nai Abraham, Inc. Funds
planning support.
Endowment Fund
32,904
Yachad Greater Hartford Jewish Community
for Teacher Training
8,526
45,900
135,616
151,714
36,967
Judy and Henry Zachs Center Fund
129,228
Beverly P. and Arnold C. Greenberg Endowment Fund
29,355
Zachs Family Fund for Beth El Temple
283,158
Mildred Sanders Greenberg Fund
5,097
5,998
Zachs Family Fund for Solomon Schechter Day School
29,966
Irving and Shirley Gutcheon Congregant
Sarah Zietz Pierson Scholarship Fund
15,393
Zachs Family Fund for Charter Oak Cultural Center
27,116
Sylvia Gross Wasserman Scholarship Fund
23,706
Zachs JFACT Fund
11,091
396,397
269,335
Sadie L. Goldfarb Endowment Fund
8,399
Temple B'nai Israel Legacy Fund
20,614
208,202
High School Endowment Fund
Susan and Marvin Grody Family Fund
10,600
7,577
20,185
29,846
Day School
14,374
Harry E. Goldfarb Scholarship Endowment Fund
Zachs Family Fund for the Jewish Community Center
Temple B’nai Israel Fund for Solomon Schechter
142,864
Harry E. Goldfarb Endowment Fund
71,242
Willliam Smith Scholarship Fund
$ 3,162,088
Assistance Fund
Anna Heineman Memorial Fund
16,375
7,192
Zachs Lion of Judah Endowment Fund
166,266
The Herman Family Fund
Zachs PACE Fund
105,235
Henry Matthew Hillman Youth Scholarship Fund
6,004
156,804
Ben Horowitz Fund
7,768
Other funds
20,006
Temple Beth Hillel Endowment Fund
13,988
Kessler Tribute Fund
29,978
Trager Family Fund
33,680
Kesten Education Fund
14,640
Trinity College Hillel Endowment Fund
53,911
Ruth and Harry Kleinman Endowment Fund
32,016
Mark Tsvok Memorial Scholarship Fund
55,732
Koppleman Fund
22,504
Total Designated Funds
$ 23,958,676
25
Koteen Family Fund
22,270
Kreinik Family Fund
6,277
Life Membership Fund
1,089,432
Amy E. Toyen Endowment Fund
Tree of Life Fund
54,739
137,489
Viola Phillips Fund
43,915
Edith Steinhauser Fund
10,357
26,281
Marion and George Trehub Endowment Fund
5,737
Milton and Frances Weinstein Fund
Frances and Louis Ludgin Endowment Fund
23,436
I. Milton Widem Adult Education Fund
9,423
Other funds
Mann Family Temple Organ Fund
14,194
Other funds
Cipie and Daniel Miller Family Fund.
20,170
Leigh A. Newman and Gary S. Starr Family Fund
7,662
David Pearl Memorial Fund for
6,359
28,667
Hebrew Health Care Auxiliary
Beth Hillel Synagogue of Bloomfield
Building Fund
$ 719,453
326,963
Hebrew Health Care Auxiliary Endowment Fund
$ 39,004
28,228
Hebrew Health Care Auxiliary Muriel
Children with Special Needs
5,936
Feigenbaum Fund
9,602
Charles Polivy Endowment Fund
11,638
Gershenowitz Fund
13,188
Honorials and Memorials Fund
18,110
Karp Memorial Scholarship Fund
26,933
Hebrew Health Care Foundation
$ 4,017,284
130,662
Hebrew Health Care Auxiliary Fund
182,724
Rabbi’s Housing Fund
156,820
Lois and Alvin Reiner Family Fund
6,220
Dr. Leo P. Reiner Endowment Fund
14,278
Henry B. Richmond Fund
7,119
Kiyum Endowment Fund
Philip Lazowski Adult Education Fund
9,544
and Martin Kesten Fund
Other funds
Samuel "Sy" Birnbaum Fund
Carol and Mark Rosen Israel Teen Trip Fund
17,366
Rebecca Lazowski Memorial Scholarship Fund
12,771
Louis H. and Virginia P. Cohen Fund
Rosen Family Kehillah Kedosha Fund
11,719
Alex Lebed Fund
72,725
Day Care Trust Fund
Memorial Plaque Fund
36,898
Charles and Zelda Gersten Nursing
Lester P. Roth and Rita Roth Memorial
Endowment Fund
Marshall and Sandra Rulnick Endowment Fund
9,148
6,982
Abe Morrison Fund
Post Family Scholarship Fund
5,659
10,017
Sara and Morris Rulnick Memorial Fund
24,850
Prayer Book Fund
5,941
Jennie , Myer and Nickey Sanders Fund
16,973
PTO Library Fund
15,278
Michael and Susan Schenker Endowment Fund
10,593
Sam Rosenthal Scholarship Fund
Albert and Mickie Schoolnik Endowment Fund
8,158
Paul Wolfberg Entertainment Fund
Eugenie Schoolnik Fund
8,991
Other funds
Bertha and Sideny Schulman Endowment Fund
1,027,882
28,206
5,425
46,270
730,271
Sadie "Syd" Goldfarb Music Endowment Fund
51,811
The Greenberg Family Endowment Fund
20,591
Hebrew Health Care Foundation Fund
6,686
Hebrew Health Care Matching Fund
60,455
Horn Family Fund
90,165
Muriel Kesten Endowment Fund
51,831
$ 578,370
Benjamin and Estelle Kleinman Endowment Fund
36,763
12,312
Harry, Robert and William Goldfarb Family Fund
2,782
6,165
49,165
Bruce Shein and Sharon Levine-Shein
Scholarship Fund
7,994
131,300
Endowment Fund
14,958
Congregation Beth Israel Cemetery Fund
37,152
Irving Kronenberg Educational Endowment Fund
26,573
Shulansky Family Fund
53,627
Sidney and Beatrice Cramer Fund
11,744
Rabbi Gary Lavit Chaplaincy Endowment Fund
99,268
Norton and Janice Glass Fund
11,891
Level Lodge #137 A.F. & A.M. Fund
64,585
Harry E. Goldfarb Scholarship Fund
22,801
N. Aaron Naboicheck Fund
51,096
Eunice P. Hausmann Fund
45,746
Laura Rapport Legacy for Our Future Fund
46,305
Irma and David Salad Trust Fund
17,763
Howard and Lois Siegal Endowment Fund
19,753
Anita and Paul Sigel Temple Organ
Endowment Fund
27,821
Sylvia Clark Solomon Memorial Library
Endowment Fund
Sowalsky Gabbai Rishon Endowment Fund
Gerald and Paula Steinberg Endowment Fund
Manuel M. Stier Memorial Fund
9,355
14,726
176,663
7,637
Congregation Beth Israel Legacy for
the Future Fund
Jacob and Frances Mashkin Endowment Fund
26
104,825
Howard and Elaine Smith Endowment Fund
210,995
Alice B. Sokoloff Memorial Fund
506,192
7,146
23,994
Ruthan Wein Fund for Volunteer Services
Harry and Jeanette Weinberg Endowment Fund
23,963
587,726
Jewish Family Services of Greater Hartford
Jewish Family Services Restricted Fund
Weiner Family Endowment Fund
30,522
Jewish Family Services Unrestricted Fund
Harry E. Weinstein and Anne C. Weinstein Fund
95,011
Suzanne Jo Morales Fund
$ 343,542
98,957
228,105
16,480
Howard A. Robinson Memorial Fund
for Jewish Education
17,652
Rosen Family Communication Fund
40,529
Joshua Allon Silver Memorial Science and
Nature Endowment Fund
Jewish Association for Community Living
Auxiliary Fund
$ 40,056
$ 296,254
$ 1,272,446
148,131
Enrichment of Jewish Studies
5,667
Scholarship Fund
148,123
Dr. Ruth B. Waxman Memorial Fund
6,215
$ 752,007
Abrahms Family Camp Shalom Scholarship Fund
21,256
A. Scholarship Fund
16,761
Beatrice Fox Auerbach Early Childhood Center Fund
40,647
Anonymous I Scholarship Fund
41,509
David Burstein Scholarship Fund
18,546
Board of Trustees Endowment Fund
13,652
Davidson Teen Dramatics Award Fund
13,043
Congregation Ados Israel Endowment Fund
49,710
Nathan L. Dubin Campership Fund
58,214
Rita Felsenfeld Memorial Nursery School Fund
11,090
Fechtor Mother's and Father's Day Fund
7,827
Abraham Fish Fund
8,510
Louise and Robert Fechtor Scholarship Fund
37,571
Albert A. Fox Family Fund for Sports Support
Albert Fox Family Fund
27,863
General Fund
65,076
Goldenberg Family Scholarship Fund
29,472
HRW Goldfarb Scholarship Fund
41,249
Abe Frank Fund
David Gaberman Fund
Roslyn Michaelson Memorial Fund
R. Philip Rose Fund
557,714
5,838
165,883
43,177
Joshua Silver Endowment Fund for the
General Fund
Joyce D. and Andrew J. Mandell
5,356
39,860
192,234
Marc Gorlick Memorial Fund
8,077
Galya Pinsky Greenberg Scholarship Fund
69,941
Harris Family Fund
27,593
Rosen Family 90% Fund
8,128
Jonathan Welfare Society Fund
13,288
Saul and Etta Rosen Nursery School Scholarship Fund
6,279
Eugene and Elaine Kagan Fund for
Donald and Shirley Ruffkess Fund
13,703
Jewish Education Enrichment
John Schnidman Memorial Youth Activities Fund
14,336
David Koton Memorial Scholarship Fund
Murry Shapiro Fund
25,714
Kruger Family Award for Embracing
Frank Stavis Memorial Young Leadership Fund
79,612
Janet Stein Children's Theater Memorial Fund
14,491
David Levin Scholarship Fund
13,967
Swim Team Fund
23,427
Louise Levine and Aaron Slitt Scholarship Fund
13,525
Other funds
24,099
David Multer Memorial Fund for Music
15,068
5,694
Jewish Values Fund
Rachel P. and Moses J. Neiditz Fund
5,357
5,870
23,763
Dr. Sidney Perlman Fund
27
5,297
F/Zweig Fund for Art and Music
10,738
Other funds
14,364
Temple Beth El of Stamford Endowment Fund
Total Custodial Funds
$ 200,021
$ 11,420,526
Anonymous (17)
Sherwin and Ruth Borsuk
Shirley Abel
Mark L. and Michelle Boxer
Marc C. Abrahms
Judith Brodsky
Jeffrey Adler
Lyle and Joan Brundage
We honor those who have
Julian and Libby Adler
Harold C. Buckingham Jr.
Michael S. Aronow and Margaret M. Chaplin
Eleanor N. Caplan
made a lasting commitment
Robert Balgley
Steven and Leah Chatinover
Nita Barrabee
Edward G. Chestler
Seymour and Marilyn Benson
Esther S. Cohen
Ross and Lauren Benthien
Jerry and Libby Cohen
Jeffrey I. Bergen
Louis H. Cohen
Robert and Lisa Berman
Margaret Cohen
Rose Z. Bernstein
Michael and Naomi Cohen
Lenore Blank
Miriam S. Cohen
Samuel Blumenthal
John and Anne Danaher
JEWISH COMMUNITY
FOUNDATION LEGACY SOCIETY
to our community by including
charitable gifts to the Jewish
Community Foundation in
their estate plans.
Harry and Diane Davidson
Siegfried and Andrea deHaas
Thomas and Donna Divine
Marc Edrich and Mara Whitman
David and Lisa Ellovich
Barry M. and Claire Feldman
Stanley and Susan Fellman
Philip and Frances Feltman
Martin and Janet Fierberg
Irving Fierstein
David and Rochelle Fierston
Ivan and Barbara Finkle
Charlene and David Fischler
Bruce and Debra Fischman
Daniel Schaefer signs the Legacy Scroll.
Hinda N. Fisher
Herbert and Tutti Fishman
Peter and Lisa Fishman
Robert B. and Hedyth Fishman
28
Robert J. and Susan Fishman
Ann Lebed
Howard and Patricia Pierce
James and Jane Shulman
Stephen and Victoria Fuchs
Susan Lebow
Frank and Judith Resnick
Howard and Lois Siegal
Seymour and Annette Gavens
Barbara Lederer
Rodney and Janice Reynolds
Donald and Linda Silpe
Glenn and Beth Gerber
Sylvia K. Leven
A. Mark and Carol Rosen
Mary Silverberg
Betty H. Gilman
Scott and Heidi Lewis
Bernard H. Rosen
Pamela Siskin
Janice Glass
Arlen and Audrey Lichter
David P. Rosen
Robert and Caryl Siskin
Robert and Francine Goldfarb
Michael and Roxane Lipton
Alan Rosenberg
Esther Sourifman
William and Maureen Goldfarb
Elaine Title Lowengard
Anja Rosenberg
Rita Stein
Shirley Goldman
Gerald R. and Sheri Lublin
Pia Rosenberg-Toro
Marilyn S. Steinmetz
Rona B. Gollob
Andrew and Joyce Mandell
Alfred Rosenthal
Steven A. Sternberg
Barry D. Gordon
Mark and Merrill Kate Mandell
Joel Roskin
John and Kathryn Suisman
John and Norma Green
David Mangs
Risé Roth
Michael and Elsa Suisman
Louis and Nancy Green
Norman and Denese Mann
Deborah Rothstein
George and Marion Trehub
Gary and Joan Greenberg
Norman Markley
Harold and Marilyn Rothstein
Naomi L. Tussin
Morton and Irma Handel
Roslyne Maslan
Kenneth and Susan Rubenstein
Ronald F. and Ruth D. Van Winkle
David and Merle Harris
David and Lori Yontef Mathog
Richard and Lea Rubenstein
Bernard and Martha Vinick
April Haskell and Jerome Passman
Karen McAllister
Gideon and Mary Rutenberg
Stuart and Susan Wachtel
Allen and Amy Hecht
Alan and Peggy Mendelson
Gail K. Sack
Anne E. Wall
Susannah Hogendorn
David and Lauri Miller
Daniel Schaefer
Howard and Patti Weiner
Michael and Barbara Honor
Harold and Janet Moskowitz
Cecil Schatz
Mickey Weinstein
Joseph Hurwitz
Arthur and Reba Nassau
Norma Schatz
Stacy Nerenstone
Ronald and Ruth Jacobs
Sybil Nassau
David Scheinerman
Raymond and Gail Weinstein
Jeffrey M. and Sunny C. Kagan
Daniel and Arlene Neiditz
Judith Schlossberg
Morris and Gloria Weiss
Theodore N. Kaplan and Roberta Woronow
Marc Nemeth
Janet B. Schrager
Daryl and Karen Worobow
Ruth Katz
Ann Newman
Leonard and Freda Schwartz
William and Rose Yolen
Seymour and Jeanette Kawaller
Jon O. Newman and Ann Z. Leventhal
Cathrine Fisher Schwartz
Eric and Jessica Zachs
Robert Kennedy
Leigh A. Newman
Gerard and Judith Selzer
Henry M. Zachs
Edward F. Kleinman
Seymore and Ann Newman
Michael and Elaine Pearl Shapiro
Judith L. Zachs
Steven and Deborah Kleinman
Leo and Sylvia Novarr
Steven and Carrie Shaw
Elliot C. Zweig and Doreen Fundiller-Zweig
William and Myra Kleinman
Bennett and Libby Pearl
Susan F. Shimelman
Dane and Michele Kostin
Leonard Persky
Beatrice Shlien
Maxwell Kramer
Steven and Randi Piaker
Elizabeth Shlien
Nancy Kramer
Scott S. Piccone and Susan Matlin Piccone
Ralph and Ruth Shulansky
29
2011 FINANCIALS
Investment Portfolio
The Foundation’s assets are managed in a commingled investment pool.
The Foundation has a long term investment horizon with relatively low
The Jewish Community
liquidity needs. For these reasons, the portfolio can tolerate short and
intermediate term volatility in the interest of generating higher returns
Foundation has a mandate
both to fulfill its role as the
community foundation serving
Greater Hartford today – by
over the long term.
Investment Performance
as of June 30, 2011
1 year
3 year
5 year
10 year
Total Managed Portfolio
(net of investment fees)
21.9%
5.2%
5.5%
5.5%
30.7%
3.3%
2.9%
2.7%
3.9%
6.5%
6.5%
5.7%
Comparison:
maximizing dollars available
S&P 500
Barclays Capital Aggregate
for making grants – and by
ensuring that the charitable
dollars entrusted to it are
available to continue this work
tomorrow and in perpetuity.
Robust development efforts and
Asset Allocation
as of June 30, 2011
• Domestic Equity
• International Equity
• Fixed Income
• Private Equity
• Real Assets
• Absolute Return Strategies
Cash
a well-diversified investment
strategy enable the Foundation
to meet both of these objectives.
30
39.2%
21.7%
22.5%
5.1%
4.7%
4.3%
2.4%
Financial Oversight
Spending Policy
The Foundation’s Investment Committee implements investment policy and
By using a spending policy, the Foundation helps to ensure that the charitable
monitors the individual investment managers and their performance. The
funds will be protected for the future while continuing to have the most impact
Investment Committee is assisted by an independent investment consulting
today. The policy determines the amount that will be available for grantmaking
firm, Colonial Consulting, LLC of New York, New York.
and for support to the Foundation’s operating budget. The 2011 spending rate
The managed investment portfolio includes not only traditional stock and
was 5% for all permanent charitable funds. The Foundation uses a smoothing
bond investments, but participation in private equity and absolute return
mechanism to limit the impact of market fluctuations. Spending is equal to
strategies. Diversification among multiple asset classes helps to reduce the
5% of the previous 16-quarters average value of a fund, subject to a 4% floor
volatility of the Foundation’s endowment and should moderate market risk.
and 5.5% ceiling.
Activity from 2007 through 2011
Gifts Received
Grants Awarded
Millions
$5
4.9
4.3
4
4.1
Total Assets
Millions
$5
Millions
$100
4
80
85.3
85.2
76.3
3.5
69.6
3.2
3
3
2.8
60
3.1
2.7
2.7
2.4
2
2
1
1
20
0
0
0
2007
2008
2009
2010
2011
2007
61.6
2008
2009
2010
40
2011
31
2007
2008
2009
2010
2011
Audited Financial Statements
2011 Summary Financial Statements
The Foundation’s financial statements are
prepared under policies and procedures overseen
by the Foundation’s independent Audit
Committee and ultimately the Board of Trustees.
The statements are audited by Kostin, Ruffkess
Assets
Investments
Receivables
Other Assets
Total Assets
84,928,695
20,397
273,564
$85,222,656
& Co., LLC of Farmington, Connecticut.
A summary of the Foundation’s financial
statements is shown here. The audited
statements will be available on our website
at www.jcfhartford.org once the audit for
the year ending June 30, 2011 is complete.
Expenses
Liabilities and Fund Balances
Accounts Payable and Accrued Liabilities
Grants Payable
Fund Balances:
Unrestricted Community Funds
Donor Advised Funds
Designated Funds
Custodial Funds
Total Liabilities and Fund Balances
23,994,402
23,917,910
23,958,676
11,420,526
$85,222,656
Revenues
Contributions
Net Investment Return
Other Revenues
Total Revenues
4,871,426
15,121,936
188,509
$20,181,871
7,352
1,923,790
The Foundation’s management and Board of
Trustees take careful steps to ensure that
operating expenses are kept as low as possible.
The Foundation expense to total asset ratio
for the year was 1.16%.
The financial statements include all funds
held by the Foundation.
Grants and Expenses
Grants and Distributions
Grant Cancellations
Community Program Support
Operating Expenses
Other Disbursements
Change in Split Interest Gift Values
Total Grants and Expenses
Change in Fund Balances
Fund Balances Beginning of Year
Fund Balances End of Year
32
3,204,332
(107,194)
130,048
871,239
190,573
39,030
$4,238,028
$15,853,843
$67,437,671
$83,291,514
Thomas M. Divine
Joyce D. Mandell
Alan Mendelson
David R. Miller
Steven C. Kleinman
Andrew M. Schatz
Chair
Partner, Rogin Nassau LLC
Trust and Estates
Department Chair
Vice Chair
Co-Founder and Executive
Vice President,
Data-Mail, Inc.
Vice Chair
Vice President,
Axiom Venture Partners
Vice Chair,
Assistant Secretary
Managing Director,
Conning
Treasurer
Chief Financial Officer
Emeritus, George Weiss
Associates, Inc.
Secretary
Managing Director,
Walbridge Capital
Advisors, LLC
Lisa Fishman
Blanche S. Goldenberg
Theodore N. Kaplan
Michele G. Kostin
Steven F. Piaker
Gideon Rutenberg
Community Volunteer
Community Volunteer
President, Kaplan
Insurance Group, LLC
Vice President, Wentworth,
DeAngelis & Kaufman
Insurance
Community Volunteer
Managing Director, Financial Principal, Rutenberg
Partners Fund - Citi Capital
Development, Inc.
Advisors
BOARD OF TRUSTEES
Howard J. Siegal
Elliott D. Tertes
Jessica P. Zachs
Leigh A. Newman
Community Volunteer
Community Volunteer
Community Volunteer
ex officio
Senior Counsel, Day Pitney, LLP
Chair, Jewish Federation of
Greater Hartford
33
Life Trustees
Philip D. Feltman
Chair, 1974–1984
Hinda N. Fisher
Robert B. Goldfarb
Chair, 2000–2004
Michael Suisman
Chair, 1985–1992
Trustees Emeriti
Eleanor N. Caplan
Jerome E. Caplan
I. Martin Fierberg
David H. Fierston
Bruce A. Fischman
Stanley D. Fisher
Evelyn S. Gilman
William H. Goldfarb
Arnold C. Greenberg
Morton Handel
Joseph D. Hurwitz
Bernard Kaplan
Bernhard L. Kohn
Simon Konover
Georgette Koopman
Richard Koopman
Katharine I. Lavitt
Hartzel Z. Lebed
Sheri Lublin
Hyman L. Moore
Harold Moskowitz
Louis E. Nassau
Daniel M. Neiditz
Moses Neiditz
Hon. Jon O. Newman
Abraham Ribicoff
Emma Robington
A. Mark Rosen
Abraham I. Savin
Peter M. Savin
Ralph M. Shulansky
Donald Silpe
Rabbi Harold Silver
Robert S. Siskin
Edward Suisman
Melvin W. Title
Leonard M. Troub
Marjorie M. Walton
Gail S. Weinstein
Henry M. Zachs
Judith M. Zachs
Grants Committee
Audit Committee
Investment Committee
Raymond S. Weinstein, Chair
David H. Fierston
Michele G. Kostin
Steven F. Piaker
Marilyn S. Steinmetz
David R. Miller, Chair
Brian S. Fierston
Gerald B. Goldberg
Robert B. Goldfarb
David P. Marks
Alan Mendelson
David Roth
Steven F. Piaker, Chair
Thomas M. Divine
Hinda N. Fisher
Arnold C. Greenberg
Michele G. Kostin
Joyce D. Mandell
Alan Mendelson
Gideon Rutenberg
Andrew M. Schatz
Howard J. Siegal
Melvin A. Simon
Jessica P. Zachs
Lee D. Pollock, ex officio
Budget and Finance Committee
Steven C. Kleinman, Chair
David H. Fierston
Alan Mendelson
Donor Cultivation Committee
Elliott D. Tertes, Chair
Lisa Fishman
Robert B. Fishman
Theodore N. Kaplan
Gideon Rutenberg
Gail K. Sack
Andrew M. Schatz
Howard J. Siegal
Michael Suisman
Henry M. Zachs
Jessica P. Zachs
Legal and Tax Panel
Atty. Leah Cohen-Chatinover, Chair
David A. Baram, Esq.
Adam P. Cohen, CPA
Jason W. Cohen, Esq.
Thomas M. Divine, Esq.
William T. Donahue
Steven K. Gellman, Esq.
John M. Horak, Esq.
Mitchell Jaffe, Esq.
Douglas Joseph, CPA
Atty. Andrea J. Levine
Kenneth L. Levine, Esq.
Robert B. Levine, Esq.
34
Atty. Barbara B. Lindsay
James B. Lyon, Esq.
Frederick J. Mullen, Esq.
Brian J. Newman, CPA
Atty. Leigh A. Newman
Alan S. Parker, Esq.
Atty. Jan Rosenthal
Frederick S. Seidenberg, Esq.
Marilyn S. Steinmetz, CFP
John O. Tannenbaum, Esq.
Raymond S. Weinstein, CPA
Jeffrey M. Winnick, Esq.
Leave a Jewish Legacy
Committee
Bruce A. Fischman, Chair
Lisa Fishman
Ellen Mayer
Henry M. Zachs
Scholarship Committee
Lauri J. Miller, Chair
Michelle W. Boxer
Eleanor N. Caplan
Joe Fox
Merrill Kate Mandell
Debra Rostowsky
Israel Experience
Scholarship Committee
Ronald Fishman, Chair
Joe Fox
Marc S. Sussman
Doreen L. Fundiller-Zweig,
J.D., L.L.M.
President and
Chief Executive Officer
STAFF
To learn how our team of experienced
professionals can assist you in fulfilling
your philanthropic passions and meeting
your charitable gift planning needs,
CONTACT US AT
Susan A. Lotreck
Vice President Donor Services
Rhona H. Morgan
Vice President Finance
Deborah Rothstein, J.D.
Vice President Philanthropy
phone: 860.523.7460
email: [email protected]
web: www.jcfhartford.org
We have taken great care to insure the accuracy of the name of each donor and
fund. If there is an error, please accept our apology and let us know how you
would like the name to be listed in future reports.
Michael L. Elfenbaum, J.D.
Grants Manager
Christine A. Kelly
Finance and Gift Manager
Hollis G. Dorman
Senior Development Officer
Many thanks to our donors, agency and synagogue partners and the artists
who contributed to the Yearbook. Photography page 16: Lorraine Greenfield,
Graphic Design: John Alves.
Jessica L. Slater
Donor Services Associate
Laura J. Robinson
Donor Services Associate
35
NONPROFIT ORG.
U.S. POSTAGE PAID
Zachs Campus
333 Bloomfield Avenue, Suite D
West Hartford, CT 06117
Learn more at www.jcfhartford.org,
or call us at 860.523.7460.
JEWISH
COMMUNITY
FOUNDATION
2011
YEARBOOK
HARTFORD, CT
PERMIT NO. 680

Yearbook - Jewish Community Foundation of Greater Hartford

Transcription

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