3280 jcf annrep03...david l. hickson frederick k. kunzel lawrence kaplan larry katz hillel katzeff...

2 0 0 2 - 2 0 0 4 C O M M I T T E E S

Board AdvancementElaine Galinson, ChairEmily EinhornGary JacobsJack SchusterLawrence ShermanAndrew Viterbi

Endowment and GrantsClaire Ellman, Co-Chair,2003-2004Jane Scher, Co-Chair, 2003-2004Sheila Potiker, Chair 2002-2003Eugene BerkenstadtMichael BerlinD. Stephen BonerSophie BrodyJoseph CohenMel CohnEarl FeldmanJoan JacobsJames NiermanShirley RavetJoan SchultzJean ShekhterWilliam ShenkGloria StoneLouis Vener

FinanceEmily Einhorn, Chair, 2003-2004Ed Thomas, Chair, 2002-2003Cynthia BolkerShlomo CaspiJoseph CohenRonald FriedmanMark GordonDavid Kabakoff Dennis LavineRobert LazarusDavid Mandelbaum Paul NiermanHenry ReedSheldon ScharlinGary ShekhterGreg SmithCharles Tiano

Funder ServicesMurray Galinson, ChairBetty ByrnesJane FantelSusanna FlasterZelda GoodmanMarcia HazanJulie HoldawayBarry KassarJan TuttlemanJohn Weil

InvestmentsJack Schuster, Chair, 2003-2004David Rivkin, Co-Chair, 2003-2004Andrew Ratner, Chair, 2002-2003Pete ChortekTed FinkelBarry KassarJerry KatlemanJerome KatzinJerry KleinLewis KleinArthur RivkinEugene StepMark StuckelmanNess Tiano

Marketing andDevelopmentEdgar Berner, ChairBetty ByrnesMelvin CohnMartin ColbyJim EssermanGraeme GabrielSharon GabrielEric GardinerHerman GordonHenry HaimsohnBarry KassarArthur OllmanLinda PlattEdward Samiljan

Real EstateAlan Nevin, ChairGeoffrey BergEmily EinhornElliot FeuersteinBud FischerOliver McElroyJim NiermanLorne PolgerCharles Tiano

Eric Weitzen, ChairMark AdlerGeorge AlexanderGayle F. AndersonAl AriasJordan BenderMarjorie Du BerchinBarry BerelowitzRobert J. BertonCynthia BolkerD. Stephen BonerLawrence BrantonBernard BreierArthur BrownJanice Carmen Robert CarneDawn M. Hall CauthenJack CharneyPaul M. ChevertonJoseph CohenKenneth CoveneyJames CowleyTheodore CranstonEd DanenhauerSheldon DerezinPaul DostartIrving Eisenberg

Clive EssakowJames FarleyEarl FeldmanVictor J. FerretteRobert FinkTed FinkelTodd S. FrankRonald A. FriedmanRichard A. GainesEric GardinerSylvia GeffenJay GelbartRobert GellmanRichard GlasnerAndrew GlattMark GordonCarlee HarmonsonAnn HarrisNancy G. HendersonStanley HeymanDavid L. HicksonFrederick K. KunzelLawrence KaplanLarry KatzHillel KatzeffGary KornfeldJerry Klein

Kevin KravetsArchie KuehnJames LauthDennis LavineRobert LazarusStan LevitzBernard L. LewisMarshall LewisJeffrey LiberEric LodgeScott M. LyonsErrol MarcusOliver McElroyStephen NewnhamRaquel Lazar PaleyMargaret Anne PayneJeremy PearlMary PeshelS. Andrew PhariesSusan PhillipsLawrence PosterCarol PowersJudy PressmanBeth ReganRoberta RepasyDavid RivkinRoberta Robinson

M. Tami SandkeMark SchaimSheldon ScharlinDavid SchmutzMartin ShapiroMyron ShelleyWilliam ShenkLawrence ShermanScott ShortFern B. SiegelJason SillettiHarold S. SmallGreg SmithNancy SpectorAndrew J. SussmanAlan J. TalbottCarolyn TaylorEdward G. ThomasEllen Van HoftenFred VandeveerJohn WeilKen WeissMeredith WeissEllen WhelanLori M. Yocum

Jewish Community Foundation of San Diego 20 Annual Report 2003-2004 Jewish Community Foundation of San Diego 1 Annual Report 2003-2004

D E A R F R I E N D S ,

As the Jewish Community Foundation marks its 36th year,

the amount of grants awarded to the community just happened

to be almost $36 million. We asked ourselves, “Was this beshert—

meant to be?”

In those 36 years, the San Diego Jewish community has

experienced tremendous growth and expansion. Working with

families and organizations, the Foundation has awarded

thousands of grants to fund the growth. We have guided people

in leaving legacies for the community. We have worked alongside

community organizations and synagogues in building their programs

and endowments.

With this progress comes more and more challenge. To keep our

community strong and safe, we all need to work together with

wisdom, clarity and imagination.

We invite you to review this annual report and ask yourself how you

can become engaged in the Foundation’s programs. Whether you

enroll your grandchild in the Community Youth Foundation, sign the

Book of Life, open a donor advised fund, or find your own unique

way to become involved—you can join with us in bringing more life

to our community.

Finally, we express our gratitude to the donors, volunteers and

community organizations that partner with us.

B’Shalom,

Marjory Kaplan Andrew ViterbiExecutive Director President

“A community is too heavy

for anyone to carry alone.”

DEUTERONOMY RABBAH 1:10

Estate and Tax Planning Council

Jewish Community Foundation of San Diego 3 Annual Report 2003-2004Jewish Community Foundation of San Diego 2 Annual Report 2003-2004

36In 1965, a group of San Diego Jewish leaders gathered at a local restaurant to make a

decision that would impact the community in powerful and far-reaching ways. Recognizing

the value of building a strong future for Jewish San Diego, these visionaries began exploring

the creation of an endowment fund to provide permanent support for vital programs and

services. Two years later, the Jewish Community Foundation was established as one of the

first Jewish organizations of its kind.

Since then, the Foundation has worked to fulfill the dreams of its founders. Passing on

the legacies of those who came before us to help build a brighter future. Ensuring that

our children’s children know what it means to be Jewish and take pride in our traditions.

Guaranteeing a vibrant and secure Jewish life in San Diego now and in the future.

“We d

id no

t find the w

orld

deso

late when w

e entered it. A

nd as

our p

arents planted

for us, so

do

we p

lant for o

ur children.”

TALMU

D

E X E C U T I V E C O M M I T T E E

B O A R D O F D I R E C T O R S

Andrew Viterbi, President Edgar Berner, President Elect Elaine Galinson, Vice President Joan Jacobs, Vice President

Sheila Potiker, Vice President Emily Einhorn, Chief Financial Officer Jan Tuttleman, Secretary

Lawrence M. Sherman, General Counsel Jack Schuster, Immediate Past President Gary Jacobs, UJF President Marjory Kaplan, Executive Director

Sophie Brody Peter Chortek Melvin Cohn Claire Ellman

Merle Fischlowitz Murray Galinson Henry Haimsohn David Kabakoff

Jane Scher William A. Shenk Gloria Stone Eric Weitzen

Richard Katz Rebecca Newman Paul Nierman Andrew Ratner

Carl Esenoff

Victor Schulman

Herbert Solomon

Stanley Foster

Nessim Tiano

Jerome Katzin

Rodney Stone

Shearn Platt

Lawrence Sherman

Pauline Foster

Jack Schuster

Past Presidents

Marjory KaplanExecutive DirectorCindy BertrandDirector, Finance andInvestmentsMerle BrodieDirector of Philanthropy

Myrna HolmesSenior AccountantGail LittmanDirector, CommunityProgramsJohn OhanianDirector of OperationsCharlene SeidleDirector, Donor Services

Traci SerranoCommunity ProgramsAssociateCynthia ZenaAccounting AssistantAngelica Zuniga,Donor Services Associate

Staff

Not pictured: Elliot Feuerstein,David Mandelbaum, GaryShekhter, and Eugene Step

L O O K I N G B A C K

Internet Development Fund/ Save the MusicIsrael Children’s Centers Inc.Jerusalem FoundationJewish AgencyJewish Centers of Los AngelesJewish Community Camp andRetreat Center, Inc.Jewish Community Center of San FranciscoJewish Community FoundationJewish Educational Service of North AmericaJewish Family ServiceJewish Federation Council ofGreater Los AngelesJewish Federation of MetropolitanChicagoJewish Federation of MetropolitanDetroitJewish Federation of PortlandJewish Funders NetworkJewish National FundJewish Theological Seminary of AmericaJunior Achievement of San DiegoJuvenile Diabetes ResearchFoundation InternationalKeren OrKids Included TogetherKids TurnKPBS TV & RadioLa Jolla Chamber Music SocietyLa Jolla Country Day SchoolLa Jolla High School FoundationLa Jolla PlayhouseLas PatronasLaurence SchoolLawrence Family Jewish Community CenterLeukemia and Lymphoma SocietyLibrary Association of La Jolla-AthenaeumLos Angeles Philharmonic AssociationLos NiñosMadre, Inc.Magen David Adom WestMainly Mozart Festival

Malashock Dance & CompanyMassachusetts Institute of TechnologyMathematical Sciences ResearchInstituteMendocino Community Land TrustMetropolitan Opera Association, San Diego ChapterMINGEI, InternationalMinneapolis Community KollelMonarch High School ProjectMuseum of Photographic ArtsMusic Associates of AspenNational Council of Jewish WomenNational Foundation for Jewish CultureNational Multiple Sclerosis SocietyNational Rabbinic NetworkNatural Resources Defense CouncilNeighborhood HouseNer Tamid SynagogueNew Israel FundNew Visions FoundationNorth Coast Repertory TheaterOhio Youth Sports AssociationOhr Shalom SynagogueOld Globe Theatre

Operation RespectOperation UnderstandingOrange County Jewish CampusOregon Shakespeare FestivalP.E.F. Israel Endowment FundsPacific Crest Outward Bound SchoolPacific Northwest College of ArtPark City Education FoundationPartnership for Public ServicePhillips AcademyPlanned Parenthood of San Diego andRiverside CountiesPomona CollegeRabbi Marc H. TanenbaumFoundationRadcliffe Institute for Advanced StudyRainforest AllianceRevlon Walk For WomenRide On L. A.Salk Institute for Biological StudiesSalt Lake City Jewish Community CenterSalvation ArmySamaritan FoundationSan Diego Chamber OrchestraSan Diego City BalletSan Diego Comic OperaSan Diego FoundationSan Diego Hall of ChampionsSan Diego HospiceSan Diego Jewish AcademySan Diego Museum of ArtSan Diego Museum of Contemporary ArtSan Diego Natural History MuseumSan Diego Opera Association, Inc.San Diego Parkinson CorporationSan Diego Performing Arts LeagueSan Diego State UniversitySan Diego SymphonySan Diego Torah High SchoolSan Diego Unified School DistrictSan Diego Youth and CommunityServicesSanta Barbara Hillel SupportFoundationScripps Clinic

Agency for Jewish EducationAhavas Chesed-Love of KindnessAlpha Project for the HomelessAlumni Association of the Bronx HighSchool of ScienceAm KolelAmerica Israel Cultural FoundationAmerican Academy of Arts & SciencesAmerican Associates Ben GurionUniversity of the NegevAmerican Cancer SocietyAmerican Civil Liberties UnionFoundationAmerican Committee for theWeizmann InstituteAmerican Friends of IDCAmerican Friends of NeveShalom/Wahat al-SalamAmerican Friends of Tel AvivUniversityAmerican Friends of the Alyn HospitalAmerican Friends of the IsraelGuide Dog Center for the BlindAmerican Friends of the LudwigFoundation of CubaAmerican Jewish CommitteeAmerican Jewish Joint DistributionCommitteeAmerican Jewish World ServiceAmerican Pardes FoundationAmerican Red Magen David for IsraelAmerican Society for TechnionAmericans for Peace NowAnti-Defamation LeagueAquatic Adventures Science Education FoundationArthritis Foundation San DiegoAshoka Innovators for the PublicAsociacion Panameno-Americana de Asistencia SocialAssociated Jewish CommunityFederation of BaltimoreAssociation of Reform Zionists of America

B’nai B’rith Foundation of the U.S.Bayside Community CenterBergamo Italy Classical LyceumBoston Latin School AssociationBoys Town Jerusalem Foundation ofAmerica, Inc.Burnham Cancer InstituteCalifornia State University, San MarcosCamp SunshineCampanile FoundationCasa De AmparoCatholic Charities/Rachel’s Women’s CenterCenter for Leadership and LearningCenter Theatre GroupCenter to Prevent Handgun ViolenceChabad-Lubavitch of OregonChabad of La Jolla ShoresChabad of PowayChabad of San DiegoChallenged Athletes FoundationChaparral Elementary SchoolChild Abuse Prevention FoundationChildreachChildren’s Hospital & Health CenterChildren’s Museum of San DiegoCity of HopeColgate UniversityColorado Youth CharityCommon HopeComputers for Schools FoundationCongregation Adat YeshurunCongregation Beth AmCongregation Beth ElCongregation Beth EmekCongregation Beth IsraelCongregation Beth ShalomCongregation Ner TamidCongregation Sherith IsraelCongregation Shir HadashCornell University

Crohns & Colitis FoundationCystic Fibrosis FoundationDenver Center for Performing ArtsDominican American National Round TableFirst Hebrew Congregation ofOakland-Temple SinaiFoundation for Self-SufficiencyCentral AmericaFoundation for Surgical EducationFoundation for Taxpayer andConsumer RightsFoundation for the Children of the CaliforniasFrancis Parker SchoolFriends of the Jewish ChapelFriends of the La Jolla LibraryGani Art GardenGeorge G. Glenner Alzheimer’s Family CentersGivat Haviva Education FoundationGrinnell CollegeHadassahHand in Hand American Friends ofthe Center for Jewish-ArabEducation in IsraelHarvard-Westlake SchoolHebrew Immigrant Aid SocietyHeritage HouseHigh Tech High FoundationHillel Council of ColoradoHillel of San DiegoHillel: The Foundation for Jewish Campus LifeHome Instruction Program forPreschool ChildrenHome StartHuman Rights WatchI*EARNImmigration Museum for New AmericansIndiana University Jewish Studies ProgramInterfaith Community Service


L I S T O F G R A N T E E S

The following is a partial list of charitable organizations receiving grants from the Foundation during 2002/2003.

Jewish organizations are featured in blue.

More than 70% of the grantsstayed in San Diego, with theremainder directed nationally, in Israel and around the world

■ San Diego■ Outside San Diego■ Israel■ International

Geographical Disbursement

71%

21%

6% 2%

Jewish Community Foundation of San Diego 7 Annual Report 2003-2004

One person can make a difference. The Jewish CommunityFoundation partners with community members to createmeaningful and effective charitable plans. Join us by partici-pating in one or several of our philanthropic programsdescribed in the next pages.

Donor Advised Funds

Family Foundations

Community Endowments

Endowment Funds for Specific Organizations and Areas of Interest

Lion of Judah Endowments and UJF Annual Campaign Endowments

Book of Life

Jewish Women’s Foundation

Community Youth Foundation

There are many ways for you to make a gift of any size in themost advantageous way possible. These include:

Outright cash gifts

Appreciated Securities

Retirement plans

Real estate and investment properties

Plans that provide a lifetime income

Bequests and other estate gifts

Life insurance policies

State of Israel bonds

Zero Coupon bonds

Closely held stock and other business interests

“How wonderful it is that nobody need wait a single moment beforestarting to improve the world.”

ANNE FRANK

W A Y S T O G I V EScripps Foundation for Medicine and ScienceSeacrest Village RetirementCommunitiesSecond Chance/STRIVE San DiegoSenior Community CenterSharp Healthcare FoundationSidney Kimmel Cancer CenterSimon Wiesenthal CenterSoille San Diego Hebrew Day SchoolSouthern Illinois UniversitySouthern New Hampshire UniversitySpaulding Leadership InstituteSt. Vincent de Paul VillageStand for Children Leadership CenterStanford UniversityStephen Wise TempleTemple Adat ShalomTemple Beth ElohimTemple Beth SholomTemple Emanu-ElTemple IsraelTemple Shalom for the ArtsTemple SinaiTemple Solel of North San DiegoTides CenterTifereth Israel SynagogueTimken Museum of ArtTorrey Pines High School FoundationTucson Jewish Community CenterUC Berkeley FoundationUC Berkeley HillelUC Riverside FoundationUCSD Cancer Center FoundationUCSD FoundationUnited Jewish Federation of San Diego CountyUnited Way/Chad of San DiegoUniversity of ArizonaUniversity of Colorado FoundationUniversity of DenverUniversity of Lecce, ItalyUniversity of MichiganUniversity of PennsylvaniaUniversity of San DiegoUniversity of Southern CaliforniaUrban Institute

Vietnam Veterans of San DiegoVista Community ClinicVista Hill FoundationVoices for ChildrenWashington UniversityWellesley CollegeWestchester Jewish CenterWords AliveWorld Jewish CongressYMCA-Copley BranchYMCA Youth and Family ServicesYouth E-VoteYouth Tennis San Diego OutreachZoological Society of San Diego

Community Grants Program

The Community Grants Programsupports quality programs in ourcommunity. Congratulations to these2002/03 Community Grant recipients.

Astor Judaica Library, Lawrence Family JCCCamp Jaycee Judaic Specialists,Lawrence Family JCCBack to School Workshops, Agency for Jewish EducationCoaching, Agency for Jewish EducationCollege Student Internship Program,Hillel of San DiegoFoodmobile, Jewish Family ServiceHebrew Teachers Workshops,Agency for Jewish EducationInclusion for Children with Physicaland Developmental Disabilities,Lawrence Family JCCJewish and Single in San Diego,Lawrence Family JCCJewish Healing Center, Jewish Family ServiceJewish Resident Camp Scholarships,United Jewish FederationMaccabi Games Scholarships,Lawrence Family JCCMood Disorders, Jewish Family ServiceNorth County Inland Seniors Center,Jewish Family ServicePathways to Judaism, Agency for Jewish EducationProject SARAH, Jewish Family ServiceSan Diego Wexner Leadership ProgramSenior Fitness, Seacrest VillageSenior Wheels, Jewish Cultural and Services CenterSenior Transportation, Jewish Family ServiceShalom Baby, Lawrence Family JCCSubstance Abuse Counseling, Jewish Family Service


■ Arts and Culture■ Education■ Health and Human Services ■ Jewish Federations ■ Synagogues and Churches ■ Social Action■ Other

Grant Allocation

19%

50%

15%

8%

4%1%3%


Donor Advised Funds

Lisa & Steve Altman

Altman Family

Irving & Cecelia Appelbaum

Bark Family

Michael Bartell & Melissa Garfield Bartell

Joan Beber

Herbert L. & Marcella D. Beckett

Jeffrey & Kim Belk

Sondra & Robert Berk

Dennis & Marcia Berman

Dr. Sanford I. Berman

Edgar Berner Family

Robert & Debra Berton

Blake Family

Bloom Family (Barbara)

Bloom Family (Ruth)

Lester & Marion Blumenthal

Roger & Marilynn Boesky

Irene & Ben Borevitz

Erik Jordan Branson

H. Kenneth Branson

Michael & Rachel Brau

Lisa Braun-Glazer

Robert & Lillie Breitbard

Mitch & Merle Brodie Family*

Brodie Price

Arthur & Sophie Brody

Brotman Family

Betty Byrnes Family

Caspi Family

Chortek Family

Susan Chortek Weisman & Eric S. Weisman

Robert & Kimberly Chortek

Elaine & Bob Cohen

Florence Cohen

Helen & Hal Cohen

Howard & Toby Cohen

Cohen-Edelstein*

Joseph Cohen & Martha Farish

Joshua & Lyda Cohen Family

Melvin & Betty Cohn

Martin & Marilyn Colby Family

Martin & Pearl Cutler

Dimont Family

H. Lee Druckman

Einhorn Family

Max J. & Doris S. Eisner

Emge Family

Jim & Sari Esserman

Earl N. Feldman Family

Charles & Alberta Feurzeig

Raymond & Rhona Fink

Ira & Barbara Fischbein

Fischer Family

Jack & Sigrid Fischer

Merle & Teresa Fischlowitz Family

Manuel & Nettie Fisher Family

Carol Fox Family

Ronald Fox Family

Milton & Faiya Fredman

Freeman Family

Harriet Fremland

Friedel Family

C. Hugh Friedman & Lynn Schenk

Friedman Family

Richard & Sharon Gabriel Family

Barry & Brigitte Galgut

Garb Foundation*

Eric M. & Marsi Gardiner

Geffen Family

Ginsburg Family

Donor advised funds are individual charitable funds created in your name

for the purpose of fulfilling your philanthropic goals. They allow you to make a

tax-deductible contribution (minimum to establish: $5,000) when it is most

convenient for you and then recommend gifts over time to qualified organiza-

tions in both the Jewish and general communities.

Family Foundations are separate, perpetual nonprofit entities that qualify

as a public charity because of their affiliation with the Jewish Community

Foundation. The foundations are governed by a Board of Directors comprised of

donors and community representatives.

Both vehicles give you the opportunity to solidify family philanthropic values

and improve the community.

“We feel privileged for the opportunities the Foundation offers:

we honor our parents, who raised us on philanthropic values, we give back to the

local community that nourished us and, hopefully,we have a small impact on making the world

a better place.”

BRUCE, DIANE, GERALD AND STEVE SOLOMON

D O N O R A D V I S E D F U N D S A N D F A M I LY F O U N D AT I O N S


Joseph & Beverly Glickman

Joseph & Dorothy Goldberg Trust

Lucy Goldman

Meg & Allan Goldstein

Goodman Family (George & Iris)

Zelda & Murray Goodman

Herman & Jean Gordon

Henry A. & Roanne L. Gotthelf

Greenwald Family

Harry E. Gruber

Lawrence & Bryna Haber

Robert & Merrill Haimsohn Family

Henry W. Haimsohn

Halberg Family

Gerald & Judith Handler

James & Ruth Harris

Ashley Hartman

Edward & Estelle Herman Family*

Mark & Cindy Hoffman

Leroy & Claire Hughes Family

Ruth & Paul Jacobowitz

Jacobs Family

Gary & Jerri-Ann Jacobs

Hal & Debby Jacobs Family

Deni & Jeff Jacobs

Paul & Stacy Jacobs Family

Robert Jaffe

Jeremiah

Cecile B. Jordan

Jubelirer Family

David & Susan Kabakoff Family

Mickey & Jeri Kaplan

Marjory Kaplan

Jodie & Robert Kaplan

Abe & Paula Kassam

Barry & Avra Kassar

Katleman Family

Stephanie Katleman

Richard & Berdele Katz Family

Katzin Family

Jerome & Miriam Katzin

Kauder Family*

Warren & Karen Kessler

Lewis & Marnie Klein

Martin & Terry Klitzner

Klug Fund

Gerald & Shirley Kobernick

Kodesh Family

Martin & Phyllis Kornfeld

Jay & Lael Kovtun

Kranzler Family

Krichman Family

Krosner-Johnson*

Leichtag Family

Norman G. Levi

Richard C. & Harriet Levi

Rabbi Moshe Levin

Gary & Lisa Levine Family*

Levinson Family

Bernard L. Lewis

With privilege comes responsibility. By giving and doing, we have tried to set an examplefor our children and they in turn for theirs. We areproud that they are all committed to Tikkun Olam.Bobby is a board member of their Temple, Kim spearheaded the creation of a foundation that fundsthe arts and technology in their childrens’ elementaryschool, Susan is a vice president for Women’s Divisionat UJF and Eric is on the board of the Agency for Jewish Education. Both are supporters of the San Diego Jewish Academy.”

PETER AND ELAINE CHORTEK; SUSAN CHORTEK WEISMAN, ERIC, SAMMY AND SHANAKARI WEISMAN; AND ROBERT, KIMBERLY, EMILY AND NATHAN CHORTEK

“

*Funds established in the last year *Funds established in the last year


James B. Lewis*

Marshall & Judy Lewis

Theodora F. Lewis

Richard & Claudia Libenson

Light

Littman Family

Liwerant Family

Lauren & Sol Lizerbram Family

LMR

Lubin Family*

Luftig Family

Michael & Ellen Magerman

Ed & Marilyn Magnin

Henry & Elaine Magnin

Ruth & A. Harry Malin

Brian C. Malk

Brian & Suzanne Marcus*

Margolin Family

Medress Family

Constance M. Mercer & Ruth E.Danciger

James & Estelle Milch

Susan F. Morris

Ann Levenstein Mound

Harvey & Linda Neiman

Arthur & Marilyn Neumann

Dr. Lawrence & Rebecca Newman

Nierman Family

Fred Oken

Larry & Linda Okmin

Joseph & Sima Oppenheimer

Oster Family

Pappelbaum Family

Julius Pearl*

Monica Handler Penner

Mark & Darlene Pidgeon

Shearn & Linda Platt

Pollard-Lipkis Family

Sheila & Hughes Potiker

Lowell & Julie Potiker

Michael & Jori Potiker-Brown

Brian & Gwen Potiker

Seymour Rabin

Ramenofsky Family

Maurice & Rose Rapkin

Ruth E. Raskin

Andy Ratner

Anne Ratner

Sandford & Laurayne Ratner

Ravet Family

Rawdin Family*

Barbara & Henry Reed

Gary C. Reif

Vivien & Jeffrey Ressler Family*

Simon & Ruth Reznikoff

Lois J. Richmond

Arthur & Jeannie Rivkin

David & Julie Rivkin

Robins Family

Jeremiah B. Robins

Stanley I. & Judith Rosen

Arlene & Gerald J. Rosen

Dr. Norman & Barbara Rozansky

Jeanette Rubin Family

Toby & Norman Rubin Family

Samiljan Family

Nancy Samiljan/Berg Family

Wendy Samiljan/Naito

SANDMAT

L & S Scharlin

Shari & Frederick Schenk

Scher Family

George & Mary Ann Scher

Schiffman Family

Arlene & Bert Schloss

Ruth L. Schulman

Joan & Paul Schultz

Schuman Family

Bruce & Holly Schuman

Jack M. & Sherron C. Schuster

Esther & Herm Schwartz

Colin & Debbie Seid

Selati Family

Robert Shapiro Family

Gary & Jean Shekhter

Myron & Naomi Shelley

William A. Shenk

Sherman Family

Michael & Ilana Silverman

Sidney & Marian Silverman

Irwin & Shirley Silverstein

Silverstein Family

Donald & Gayle Slate

Scott & Kay Slate

Slonim Family

Smolin Family

Gloria & William Snyder

Elyse & Jeffrey D. Sollender

Herbert J. & Elene Solomon

Bruce, Steven, Gerald & DianeSolomon

Steven & Shari Spector Family*

Morris Steiman

Step Family

Natalie Stolper Family

Rodney F. & Gloria Stone

Matthew & Iris Strauss

Marcia & David Sudolsky Family

Gertrude Thaler

Edward & Susan Gail Thomas

Tiano Family

Tucker-Oken Family

Jan S. Tuttleman

Unity Through Sharing

Vener Family

Viterbi Family

Caryn & Alan Viterbi


Alexander Viterbi

Audrey Viterbi & Dan Smargon

Charles & Randi Wax

David & Sharon Wax

John & Cathy Weil*

Weiner Family

Norman Weinstein

Ken & Joan Weiss Family

Stuart & Marcia Weiss

Henry & Idelle H. Weissenberg

Eric & Joann Weitzen Family

Wilson-Strauss Family

Stanley & Dorothy Winter

Wolff Family

Susan Zimmerman Family

Leonard & Lois Zlotoff

Robert & Ruth Zlotoff

Marshall & Bette Zucker

Family Foundations

Chortek Family Foundation

Foster Family Foundation

Galinson Family Foundation

Polis-Schutz Family Foundation

Stone Family Foundation

Viterbi Family Foundation

Community Funds

Alternative Families

Argen Interest Free Loan

Bikur Holim (Caring for the Sick)

Chabad Fire Relief*

Chai South Africa

Eye Physicians Vision

Friends of Herzlia

Immigration Museum of the Californias

Jewish Community Camp & Retreat Center*

Jewish Community Camp & RetreatCenter Scholarship*

Jewish Community Disaster*

Jewish Learning Center

Pardes Fellowship

Project HIGH (Helping Israelis Gather Hope)

Rae & Ed Samiljan Community Camp Scholarship

SD Backed

Segula

Stan Foster Construction Tech Academy*

Tzedakah Seven

Wexner Heritage

Memorial Funds

Marla Bennett Memorial

Lillian and Jacob Goldstein Memorial

Frances Gotkowitz Memorial

Mickey Newman Memorial

Stephanie Jean Hayo Robins Memorial

Sidney Rose Memorial

Jorge Rosental Memorial

Gregg Paul Silverman Memorial

Scott Noah Stone Memorial

Achille and Maria Viterbi Memorial

Donor advised funds and family

foundations now have the ability to

access fund information 24 hours a

day, seven days a week through the

Foundation's online Donor Central

system (www.jcfsandiego.org).

“Tzedakah is one of thevalues that all Jews share.

We all work hard to earn our wages, and it takes a lot of effort in order to invest

our charitable dollars in organizations that will makegood use of the money. The Foundation

offers a wonderful service in making the task of giving easier for all of us.”

THE ESSERMAN FAMILY

*Funds established in the last year *Funds established in the last year


ENDOWMENT FUNDS

Sophie Brody Endowment

Sophie Brody Lech L’Cha LeadershipEndowment

Continuity Endowment

Dolgoff Family Endowment

Stanley & Pauline Foster YoungLeadership Award

Dorothy Goldberg Perpetual AnnualCampaign Endowment

Abraham Gray & Elfrieda MethEndowment for Immigrants

Edward & Estelle Herman FamilyEndowment

Jewish Day School Endowment for Scholarships:

Michael Kessel ScholarshipFred Oken MemorialJack Oken Memorial

Anne Ratner Family Endowment

Ratner Endowment for IsraelScholarships

Ratner Endowment for Scholarshipsto the Abraham Ratner Torah School

Ratner Endowment for the San DiegoSymphony

Ratner Endowment for Tifereth IsraelScholar-in-Residence

Ratner Women’s Division Endowmentfor Extraordinary Leadership

Victor Schulman Endowment for theJewish Elderly

Gloria & Rodney Stone RabbinicLeadership Award

LION OF JUDAH ENDOWMENTS

Marsha Berkson

Lillie Breitbard*

Sophie Brody

Hattie “Sunshine” Brooks*

Elaine Chortek

Susan Chortek Weisman

Jane Fantel

Alberta Feurzeig

Pauline Foster

Karen Foster Silberman

Laura Galinson

Stephanie Galinson

Geanie Zelig Galinson

Elaine Galinson

Trude Gitler*

Beverly Glickman

Marjory Kaplan

Miriam Katzin

Sandra Levinson

Rebecca Newman

Andrea Oster

Anne Ratner

Barbara Reed

Miriam Robbins

Rae Samiljan

Jane Scher

Mary Ann Scher

Elene Solomon

Gloria Stone

Sarah Tiano

Jan Tuttleman

Erna Viterbi

Shana Kari Weisman

Jackie Woolf

Dianne York-Goldman

*Of blessed memory

Community means sharing resources and building partnerships.

The San Diego Jewish community is fortunate to have a wide

variety of agencies and synagogues that serve many segments

of the community.

While they all have different missions, these organizations share

a common desire to build a strong endowment to protect and

preserve the high quality of their services. Several general

community organizations have also established funds with the

Foundation to meet this goal.

JEWISH COMMUNITY ORGANIZATIONS

Agency for Jewish Education

Hillel of San Diego

Jewish Family Service

Lawrence Family Jewish Community Center

San Diego Jewish Academy

Seacrest Village Retirement Communities

Soille San Diego Hebrew Day School

United Jewish Federation of San Diego County

SYNAGOGUES

Beth El Endowment Foundation

Congregation Beth Israel

Ner Tamid Synagogue

Temple Adat Shalom

Temple Emanu-El

Temple Solel

Tifereth Israel Synagogue

GENERAL COMMUNITY ORGANIZATIONS

Alzheimer’s Association

San Diego Opera Association

San Diego Second Chance Program

San Diego Symphony Foundation

Jewish tradition

teaches that we are

one link in a long

chain, and we must

work to maintain

continuity for those who

will come after us.

Endowment Funds allow

you to perpetually support a

specific program, organi-

zation or area of interest

that you find especially

meaningful.

“I established my Lion of Judah Endowment

in honor of my grandmother Anne Ratner’s 90th

year of life. Not only does she serve

as an example to her family about

what giving is, I believe she sets an

example for the entire community,

both secular and Jewish, as to what

philanthropy is. I am inspired by

her. I believe she played a

significant role in exposing my mother to

community giving, and she in turn taught me.

It is a priority for me to teach my children that

they must give to their communities so that they

too can experience the profound satisfaction of

Tikkun Olam.”

KAREN FOSTER SILBERMAN

l’cha

imE N D O W M E N T F U N D SC O M M U N I T Y P A R T N E R S


Cecelia Abowitz

Philip Aronov

Stanley Beck

Irma Bernstein

Leonie Bollinger

Lillie Breitbard

Marion Brodie

Hattie “Sunshine” Brooks

Harry Dolgoff

Philip Dolgoff

Celia Eisenberg

Carl Esenoff

Florence Faerber

Myron Feinberg

Lillian Feingold

Muriel Fleischman

Katherine Fleishner

Fredericke Freund

Mel Garb

Trude Gitler

Dorothy Goldberg

Abraham Gray & Elfrieda Meth

Eva Gutmann

Eugene Hellinger

Harry & Shirley Kreloff

Homer Kripke

Kenneth N. Kripke

Bessie Leopold

Harriet J. Levin

Ruth Levine

Samuel & Helen Levine

Henry Magnin

Minnie Mallinger

Walter Mendelsohn

William & Thelma Miller

George C. Nathan

Maury Novak

Fred Oken

Walter Orenstein

Edith Pfeifer

Moses Pinco

Sam D. & Adeline A. Pollack

Sarah Pollack

Miriam Radin

Doris Rendler

Rolf Robins

Sara R. Sacks

Mildred Rochester

Ruth Rose Schank

Mary Schuldenfrei

Victor Schulman

Sigmond Schwartz

Leah Shapov

Henry Soille

Ida Soontup

Adelaide L. Talvin

Louis Traub

Gertrude & Herbert Tuteur

Natalie Vanderster

Sara Vanderster

Morton Vogelson

Stanley Winter

Theresa Woodard

Abraham Zilitzky

Edgar & Julie Berner

Betty & Don Byrnes

Peter & Elaine Chortek

Melvin & Betty Cohn

David & Claire Ellman

Earl Feldman

Morey & Jeanne Feldman

Merle Fischlowitz

Teresa Fischlowitz

Elaine Galinson

Murray Galinson

Herman & Jean Gordon

Barbara, Graham & Amanda Haworth

Marjory Kaplan

Howard & Lottie Marcus

Elias & Frances Margolin

David Meister

Dr. Larry & Rebecca Newman

Joseph Oppenheimer

Larry & Andrea Oster

Teddie Lewis Pincus

Barbara & Henry Reed

Rae Samiljan

Jane Scher

Mary Ann & George Scher

Jack & Sherron Schuster

Barbara & Lawrence Sherman

Michael & Deena Swidler

Sarah & Nessim Tiano

Jan Tuttleman

Erna & Andrew Viterbi

John & Cathy Weil

Susan Chortek Weisman

We honor the memory of the following individuals. Through their gifts to the Jewish

Community Foundation or United Jewish Federation, they have made a lasting impact on

our community. Their names live on through their tzedakah.

The Book of Life is a promise made by one generation to the next that the Jewish community will be here for them,

for their children, and for their children’s children. By 2004, more than 100 people will have inscribed their names in

the Book of Life. In so doing, they express their belief in and commitment to Jewish values and heritage—ensuring

that our people will survive and flourish. Donors include a personal message, telling a family story or conveying the

experiences that led to the gift.

The Book of Life is proudly displayed at the Jewish Community Foundation. The Book is an ever-growing record of

names and legacies—a true portrait of our community.

Betty and Don Byrnes Book of Life Statement

Both of our families brought the concept of tzedakah to our generation,

and we have passed it on to our children and grandchildren at a very early

age. Not until later did we both realize that tzedakah is a Jewish tradition

and responsibility, not just the right thing to do.

The joy of giving to improve the quality of life for those less fortunate lights up

our lives. We feel proud and fortunate to be able to leave a legacy to help

continue the outstanding work of the San Diego Jewish community.

O F B L E S S E D M E M O R Y

T H E B O O K O F L I F E


C O M M U N I T Y Y O U T H F O U N D AT I O N

For the past six years, hundreds of young Jews from all Jewish backgrounds, neighborhoods and families have put the

principles of tzedakah into action. They visit organizations addressing a variety of needs from feeding the homeless to

sending young people to Israel. They discuss and analyze passages of Jewish text. They decide—as a group—how

thousands of dollars should be allocated among a variety of good and compelling causes. Their lessons are numerous,

yet the most profound are those the youth teach us: lessons of consensus, values, and giving as a natural part of life.

2 0 0 3 P A R T I C I P A N T S

Elise Bercovitz

Julian Bortz

Allison Capozzoli

Dani Cohen

Shawna Dolinka

Leah Enowitz

Anna Feldman-Scarr

Becca Fisher

Sara Jacobs

Taylor Lucas

Brenton Maisel

Julia Mizrahi

Saul Moch

Andrea Muller

Amy Pamensky

Eli Rubin

Gabrielle Scher

Aaron Shinoff

Joshua Shinoff

Aaron Smargon

Andrea Valji

Alex Warburton

Nathan Warburton

Jessica Wertheim

S T E E R I N G C O M M I T T E E

Michael Acheatel | Lena Evans | Tova Katz | Rebecca Littman | Jessica Silverman | Scott Spiegler | Matthew Valji

The 2003 Jewish Funders Network International Conference in San Jose

featured a special presentation by Rebecca Littman and Matthew Valji,

steering committee members of the Community Youth Foundation. Speaking to

a packed room, Rebecca and Matt shared strategies to apply Jewish values to

improve the community. One attendee said: “Their comments truly gave us

hope and inspiration for the future.” The Community Youth Foundation has

served as a model for more than a dozen other communities nationally.


F O U N D I N G M E M B E R S

Jan Tuttleman, Chair

Sondra Berk

Rabbi Lenore Bohm

Hannah Cohen

Emily Einhorn

Jane Fantel

Esther Fischer

Pauline Foster

Elaine Galinson

Laura Galinson

Beverly Glickman

Bryna Haber

Marcia Hazan

Julie Holdaway

Jerri-Ann Jacobs

Marjory Kaplan

Barbara Mandel Pache

Rebecca Newman

Linda Platt

Julie Potiker

Sheila Potiker

Allison Price

Evelyn Rady

Vivien Ressler

Sharon Silverstein

Elene Solomon

J E W I S H W O M E N ’ S F O U N D AT I O N

For decades, Jewish women in San Diego have mobilized to meet the needs of our community.

Today a significant need is emerging—a call for attention to the issues of Jewish women and girls.

The Jewish Women’s Foundation of San Diego has pledged to enhance the lives of women and girls in

San Diego making our community more inclusive, equitable and ultimately safer for women. The current focus

of the Foundation is to assist Jewish single mothers. The Foundation welcomes the participation of Jewish

women from all over San Diego.

After returning from their community site visit, students deliberate.


2002/2003 FIGURES ARE HIGHLIGHTS OF THE JEWISH COMMUNITY FOUNDATION’S INTERNAL REPORTS.

A COPY OF THE AUDITED FINANCIAL STATEMENTS IS AVAILABLE ON REQUEST. THE FOUNDATION’S FISCAL YEAR ENDED JUNE 30, 2003.

F I N A N C I A L I N F O R M AT I O N

F O U N D AT I O N G R O W T H 1 9 9 4 T H R O U G H 2 0 0 3

In 1994, the Foundation

held approximately

$15 million in assets and

awarded almost $5 million

in grants to the community.

Today, total assets stand at

more than $150 million and

grants to the community of

over $35 million, a

remarkable testament to

the generosity and caring

of our community.

Maintaining their belief in

the Foundation’s mission,

donors contributed more

than $50 million in new

gifts to donor advised

funds, family foundations

and endowment funds,

more than doubling the

prior year’s contributions.

The Foundation introduced

a new program offering a

selection of Investment

Pools. Donors have a

choice of Pools based on

their charitable objectives.

F I N A N C I A L I N F O R M AT I O N


Statement of Assets

2003 2002

Jewish Community Endowment $ 5,144,000 $ 5,474,000

Donor Advised Funds 72,008,000 63,849,000

Supporting Foundations 50,305,000 39,011,000

Custodial Funds 17,261,000 13,785,000

Restricted and Other Funds 5,555,000 4,546,000

Total Assets $ 150,273,000 $ 126,665,000

Operating Expenses $ 1,169,000 $ 979,000

Percent of Managed Assets .78% .77%

Statement of Activity Highlights 2003 2002

Grants to Charitable Organizations $ 35,115,000 $ 27,324,000

Contributions from Donors $ 51,198,000 $ 22,394,000

Investment Income $ 2,898,000 ($ 4,644,000)

W A T C H F U L O V E R S I G H T

Auditing the Foundation’s work is critical to its sound operation. The Foundation’s Board of Directors has

fiduciary responsibility for the integrity and fairness of financial information and for engaging independent

auditors Nation Smith Hermes Diamond.

The Foundation is also committed to maintaining the confidentiality, integrity and security of personal

information entrusted to us by our current and prospective donors. We adhere to a strict privacy policy.

The 2003 operating expenses were less than one percent of total assets which is considered low for

a community foundation our size. The Foundation’s actual expenses have been under budget every

year over the last decade.

B Y T H E N U M B E R S

2002/2003 was a year of

exciting achievements for the

Jewish Community

Foundation:

Assets reached a new high of

more than $150 million.

In our 36th year, the JCF

awarded over $35 million in

grants to the community,

locally, nationally and all over

the world, directed to both

Jewish and secular causes.

A new interactive web system

allows donors to view Fund

information and perform

transactions online 24 hours a

day, seven days a week.

Documenting their promises of

vision, hope and commitment

to the next generation, more

than 55 individuals inscribed

their names in the Book of Life.

The Jewish Women’s

Foundation recruited its first

26 founding members and

addressed vital issues affecting

local Jewish women and girls.

In its sixth year, the

Community Youth Foundation

engaged more than 30 young

people, imbuing them with the

skills and resources to become

informed philanthropists.

3280 jcf annrep03...david l. hickson frederick k. kunzel lawrence kaplan larry katz hillel katzeff...

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