jewish community foundation 2013 annual report

5.8%9.2%

$5,681,3312,

533

643 $48,

000 30

12013$19,513

10%$171,829,893

80%32,521,449

657,14

4

6%

7051,1

86,7

17

#1

$39,7 40,482

8,23

1,252

Smarter Giving. Your Way.

The Jewish Community Foundation of Greater Kansas City

201 3 ANNUAL REPORT

The mission of the Jewish Community Foundation of Greater Kansas City is to promote the practice of tzedakah (righteousness, charity) and the pursuit of tikkun olam (repairing the world) by serving as the central resource and advocate for planned giving and endowments in the Kansas City Jewish community. We accomplish this by:• Building financial resources to promote sustainable Jewish communal organizations and programs;• Engaging, educating and inspiring multiple generations of givers throughout the Jewish community; and• Providing creative philanthropic planning expertise to individuals and families to assist them in achieving

their charitable goals.

The vision of the Jewish Community Foundation of Greater Kansas City is to foster, sustain and ensure a strong and vibrant Jewish community for today and for generations to come.

MISSION VISION

The JCF 2013 Annual Report was made possible in part by a generous contribution from Hirtle, Callaghan & Co.

CONTENTS 02 Executive Director & President’s Message

03 Number 1 Ranking

04 Foundation Leadership

05 Contributions

06 Community Legacy Fund

07 Supporting Foundations and Donor Advised Funds

12 Assets Distributed

13 Agency Partners & Restricted Funds

15 Making an Impact Through JCF

16 B’nai Tzedek Funds

19 Create a Jewish Legacy

20 Planned Gifts

22 Lifetime Endowment Gifts

23 Financials

24 Jewish Heritage Foundation

25 Donor Impact

7777 NEW JCF FUNDS OPENED TOTALING $2,999,255

21% OF UNRESTRICTED ASSETS DISTRIBUTED TO CHARITY

ONETHE NUMBER OF PEOPLE

IT TAKES TO MAKE A DIFFERENCE WITH THE

FOUNDATION.

3,533 GRANTS TO 767 DIFFERENT ORGANIZATIONS

How wonderful that no one need wait a single moment to improve the world.” — ANNE FRANK

We regret any errors or omissions.

392DONORS PARTICIPATING IN THE BCE/CREATE A JEWISH

LEGACY PROGRAM

02 | THE JEWISH COMMUNIT Y FOUNDATION OF GREATER KANSAS CIT Y | JCFKC.ORG

“ Left-brain – right-brain. We need both hemispheres to understand our world and live fully. Much of the work of the Foundation is regularly expressed in numbers, but sometimes we spend so much time focusing on them that we forget they are only symbols, reflecting the ideas, aspirations and hard work of many donors, volunteers and nonprofit professionals.

Perhaps no number is of greater symbolic value than the number 1. For the third year in a row, the Jewish Community Foundation of Greater Kansas City was ranked number 1 for its overall success in the annual survey conducted by the Department of Planned Giving and Endowments of the Jewish Federations of North America, representing nearly 450 Jewish communities. The ranking is based on 7 different measures which include the number and size of various types of funds with which the Foundation works. These measures in turn reflect the trust and confidence the Kansas City Jewish donor community has in the Jewish Community Foundation, the vision, sustained hard work and commitment of its board and staff, the strength of our partnerships with Jewish communal organizations and the transformational impact of those partnerships.

The Jewish Community Foundation’s 2013 Annual Report is our attempt to connect the quantitative nature of our inputs and outputs with the qualitative nature of our impacts. We hope that the Foundation’s work has affected you in a positive way and that you see your Impact Beyond Numbers.

Lauren Mattleman Hoopes, Executive Director

L. Joshua Sosland, President

We hope that the Foundation’s

work has affected you in a positive

way and that you see your

Impact Beyond Numbers. ”

IMPACT BEYOND NUMBERS

2013 ANNUAL REPORT | IMPACT BEYOND NUMBERS | 03

Thanks to the generosity of our donors and the dedicated efforts of our volunteers and professional staff, our Foundation continues to rank at the top of Jewish Community Foundations nationally. This is the third consecutive year that we have achieved this ranking based on the results of the annual survey conducted by the Department of Planned Giving and Endowments of the Jewish Federations of North America. In the words of JFNA, “achieving success cumulatively speaks to a program which is attuned to doing many things well: devel-oping and managing endowment funds, investing the assets, servicing the hundreds of accounts which the foundation holds, and most of all, interacting with the community’s leadership and donors.” We couldn’t have done it without you.

We are number one

still


FOUNDATION LEADERSHIP

2013 OFFICERSL. Joshua Sosland, PresidentAlice Jacks Achtenberg, Vice PresidentIrvin V. Belzer, Vice PresidentBernard P. Erdman, Vice PresidentDavid R. Goodman, Vice PresidentFrank W. Lipsman, Vice PresidentLinda B. Lyon, Vice PresidentRobert V. Palan, Vice PresidentAnn L. Darke, TreasurerRonald W. Goldsmith, Immediate Past PresidentLauren Mattleman Hoopes, Secretary & Executive DirectorTodd L. Stettner, Assistant Secretary

LIFE TRUSTEESMerilyn BerenbomStanley J. BushmanSanford L. CohnRonald W. GoldsmithWard A. KatzRichard M. Levin*George A. Lieberman*William B. Lowenstein

2013 BOARD OF TRUSTEESJeffrey S. AlpertSarah Z. BerenLewis A. BereyFred S. BodkerRonald L. CoppakenGary H. CortesArthur B. FedermanSharon GreenwoodLynn IntraterAnn Slegman IsenbergJohn D. IsenbergMarcia KarbankSteven M. Karbank

Karen D. PackElaine PolskyMichael A. SchultzMorton I. SoslandJoel D. VileStanford A. Zeldin

*of blessed memory

James M. KleinWilliam B. KortPeter S. LeviDavid R. LevyAaron G. MarchHoward E. MayerAlana R. MullerRonna NussbaumDavid M. PorterTracy E. ShaftonPatricia Werthan

Uhlmann, ex-officio

Joe Zwillenberg

2014 OFFICERSL. Joshua Sosland, PresidentAlice Jacks Achtenberg, Vice PresidentIrvin V. Belzer, Vice PresidentBernard P. Erdman, Vice PresidentDavid R. Goodman, Vice PresidentJames M. Klein, Vice PresidentFrank W. Lipsman, Vice PresidentLinda B. Lyon, Vice PresidentRobert V. Palan, Vice PresidentAnn L. Darke, TreasurerRonald W. Goldsmith, Immediate Past PresidentLauren Mattleman Hoopes, Secretary & Executive DirectorTodd L. Stettner, Assistant Secretary

2014 BOARD OF TRUSTEESJeffrey S. AlpertSarah Z. BerenLewis A. BereyFred S. BodkerRonald L. CoppakenGary H. CortesEdward J. GoldsteinSharon GreenwoodLynn IntraterAnn Slegman IsenbergMarcia KarbankSteven M. KarbankWilliam B. Kort

Peter S. LeviDavid R. LevyLon J. LowensteinAaron G. MarchHoward E. MayerAlana R. MullerRonna NussbaumDavid M. PorterTracy E. ShaftonPatricia Werthan

Uhlmann, ex-officio

Joe Zwillenberg

Lauren Mattleman Hoopes, Executive DirectorKevin Taylor, Chief Financial OfficerBeatrice Fine, Director of Funder Services & EducationJoshua Stein, Director of Fund DevelopmentRoberta Goller, Grants ManagerBrooke Hardy, Communications ManagerAntoinette Starks, Administrative Assistant

PROFESSIONAL STAFF

Ellen Kort, Jewish Heritage Foundation Executive DirectorKim Lewis, Jewish Heritage Foundation Grants & Operations Manager


“Plant flowers in others’ gardens and your life becomes a bouquet!”— UNKNOWN

“When we were doing some end of year planning we realized that we had some appreciated stocks. We donated them to the Jewish Community Foundation which gave us tax advantages and also allowed us to support the Jewish community.” — CINDY & FRED BODKER

“We opened a Donor Advised Fund to further our philanthropic connection with the Jewish community. The matching grant was a great way to increase our charitable impact on an organization we love.” — AMANDA & BRAD KOFFMAN

$17,244,273 was contributed to JCF in 2013

133 GIFTSof appreciated stock totaling $4,158,106

27% OF CHARITABLE CONTRIBUTIONS CAME FROM ESTATES

At the Jewish Community Foundation we measure success not in terms of dollars contributed, but by the impact that every single dollar makes upon the lives of those served by each gift.

Contributions

New JCF funds opened totaling $2,999,25577

By utilizing the creative planned giving services offered by the Foundation, many donors have provided crucial support to the organizations they cared about most and helped benefit others for years to come. These charitable gifts, which were put in place during the donors’ lifetimes and realized at their deaths, employed various vehicles for leaving a Jewish Legacy that fit each donor’s given circumstance.


COMMUNIT Y LEGACY FUND

The Community Legacy Fund is an aggregation of permanent endowments from which grants are awarded to Jewish community agencies whose applications are reviewed and evalu-ated by the JCF Grants Committee and Board of Trustees.

30th Anniversary Million Dollar FundCharles L. & Evelyn R. Abrams Memorial FundBertha S. & Ida E. Adelson Legacy FundAbe & Helen Alport FundHans & Elisabeth Archenhold Legacy FundIda B. Bamberger Memorial FundAnne Bernard Memorial Legacy FundAbe & Anna Bograd Memorial FundGeorge G. Bornstein Memorial FundClara & Hyman Brand FundL. H. & Betty Brickman Memorial FundDavid & Jean Brockman Philanthropic FundJacob Brown Memorial FundMorten Brown FundJerome & Jeannette Cohen Memorial FundJoseph Cohen FundCommunity Legacy FundLouis Cumonow FundBen & Dora Edelbaum Family FundPaul & Doris Flam Legacy FundJacob Friedman Legacy FundPhillip L. Gershon Legacy Fund

Gloria Gershun Legacy FundChuck Gilbert Insurance FundNathan & Vita Goldberg FundSolomon Goldberg Memorial FundMarvin Greenbaum FundFlo Harris Memorial FundMax K. & Regine B. Harwick Legacy FundHoffman - Cohen - Rose FundBernard Hoffman FundHarry Jacobs Legacy FundPhillip Jacobs Memorial FundJewish Community Foundation

Insurance FundHarold Kain Charitable FundEmma Landie Memorial FundAllen & Barbara Lefko Legacy FundEmelie Levin Memorial FundMargery Lichtor Legacy FundDavid & Lillian Lieberman Legacy FundDorothy Loeffler Legacy FundLowenstein Brothers FoundationGwenn “Babe” Mallin Legacy FundMel & Lore Mallin Legacy FundAbraham & Florence Margolin Legacy FundSol Margolin Memorial FundCyril A. & Rowena Milens Legacy FundHelen & Julius U. Oelsner FundNathan Rieger FundGerald Rose Legacy Fund

Sylvia Rosenstock Memorial FundDorothy Rosenwald Legacy FundLillian Shaw Memorial FundBen & Clara Shlyen Memorial FundLeah Starr Memorial FundClare Stern FundRuth Stern FundAnna Strauss FundGerre Gene & Eugene M. Strauss FundDonald & Sally Tranin Legacy FundBen & Helen Trillin Memorial FundAlfred Wallach Memorial FundHanan D. Wedlan Memorial FundHeim Wolberg Memorial Fund

Blue indicates new funds for 2013

The White Family at the Jewish Arts Festival, an event supported by the Community Legacy Fund and the White Family Supporting Foundation.


Supporting Foundations promote philanthropy and multigen-erational giving while enjoying the benefits of public charity status and avoiding excise taxes, restrictions and spending requirements imposed on private foundations.

Stanley J. Bushman Charitable Supporting Foundation

Frances Wang Gershon Supporting Foundation

The Flo Harris FoundationShirley & Barnett Helzberg

Supporting FoundationJCFRE Supporting FoundationJewish Community Center Charitable

Supporting FoundationJewish Heritage Foundation

Supporting Organization

Lowenstein Family Supporting Foundation

Edward S. Rose Family Supporting Foundation

Louis & Frances Swinken Supporting Foundation

Vision Associates Supporting FoundationWhite Family Supporting FoundationVillage Shalom Charitable Supporting

Foundation

1215 Fund507 FundAbelson Family Donor Advised FundAchtenberg Family Donor Advised FundACME Investment Club Donor Advised FundHerb Adler Donor Advisory FundDr. Mark & Nancy Aeder Philanthropic FundCathy & Jeff Alpert Donor Advised FundMeredith & Jonathan Angrist Donor Advised FundDiane & Steve Azorsky Charitable FundHarry & Ruth Baker Philanthropic FundRonald Baker Philanthropic FundIrvin V. Belzer & Sue McCord-Belzer Donor Advised FundBenPaul Charitable FundSarah & Peter Beren FundKatherine Berenbom Donor Advised FundLoren & Merilyn Berenbom Philanthropic FundMax & Doreen Berenbom Donor Advised FundMichael & Mollie Berenbom Donor Advised FundCarol & Lewis Berey Family FundJeff & Jamie Berg Donor Advised Fund

SUPPORTING FOUNDATIONS

Donor Advised Funds are charitable giving accounts that enable donors to give more, smarter and better. Established with a single donation of $5,000 or more ($2,500 for those under age 35), a Donor Advised Fund allows donors to recommend grants to any qualified charitable organization. Donors may name successor advisors in order to encourage future generations to continue their tradition of giving.

DONOR ADVISED FUNDSBlue indicates new funds for 2013

“Through our Supporting Foundation, we hope to instill in our children and grandchildren the joy of philanthropy.” — ELLEN & EDWARD ROSE

13 SUPPORTING FOUNDATIONS

$4,318,002 GRANTED IN 2013

189 GRANTS TO 93 DIFFERENT ORGANIZATIONS

85.7% / $3,702,763 Local Jewish0.9% / $38,500 National Jewish11.8% / $507,989 Local Non-Jewish1.6% / $68,750 National Non-Jewish


Bergman Family Charitable FundFred Berman Memorial FundBernard Family FundBernstein Rein Charitable FundLeonard & Irene Bettinger Philanthropic FundBlitt Family Donor Advised FundDavid M. Block Philanthropic FundJames H. & Rae V. Block Charitable FundKenneth & Lisa Block Philanthropic FundHelen Blond Special FundJacob & Elizabeth Blum Philanthropic FundMichael & Jenifer Blum Philanthropic FundFred & Cynthia Bodker Charitable FundThe Brahman FundEdith & Lewis Bratt Family FundDaniel L. Brenner Family FundJacob & Frances O. Brown Family FundMartin & Helen Brown Charitable FundPhillip & Peedee Brown FundHerb & Bonnie Buchbinder Donor Advisory FundDaphne G. Fautin & Robert W. Buddemeier Donor

Advised FundStanley J. Bushman Philanthropic FundPhilip & Dorothy Byer Philanthropic FundByers Family Donor Advised FundCantor’s Award FundBill & Robin Carr Philanthropic FundChaykin Family Charitable FundKacy Childs Levin & Mark Howard Levin Donor Advised FundJonathan & Ellen Chilton Family Donor Advised Fund

Barton P. Cohen & Mary Davidson Cohen Charitable Fund IIDonna Gould Cohen FundHoward E. & Debra L. Cohen Family Donor Advised FundJeannette & Jerome Cohen Philanthropic FundThomas M. Cohen Charitable FoundationSanford L. & Barbara L. Cohn Philanthropic FundLouis & Dorothy Cumonow Foundation FundCutler Family Charitable FundMarida Cutler Charitable FundDr. Mark & Diane Davidner Donor Advised FundSheryl & Ron Davidow Children & Grandchildren

Donor Advised FundRon & Sheryl Davidow Charitable FundDevinki Family Philanthropic FundRobert D. & Kathy DeWitt Donor Advised FundDimbert Family Donor Advised FundMarian Durbin Philanthropic Fund “A”Alan Edelman & Debbie Sosland-Edelman Philanthropic FundEven ha-Ezel Donor Advised FundKatja Edelman Donor Advised FundDr. Gustave & Elinor Eisemann Philanthropic FundFriends of Dr. Gustave Eisemann Charitable FundMark Eisemann & Leslie Mark Family FundEllis-Fine Family FundLeonard & Barbara Enslein Family Philanthropic FundBernard P. & Joan E. Erdman Family Charitable FundCara & Andy Ernstein Donor Advised FundArthur & Diane Federman Donor Advised FundIsak & Ann Federman Family FundFederman Nachadeem Fund

Feingold Family FundJune & Isaac Feinsilver FundEddie & Gloria Baker Feinstein Family FundPaul Fingersh & Brenda Althouse Donor Advised FundPella & Jack Fingersh FundMichael & Marlene Fishman Family FundPaul & Doris Flam Donor Advisory FundJonathan Freiden & Rebecca Dragon-Freiden Charitable FundSeth & Robyn Freiden Donor Advised FundBradley & Theresa Freilich Donor Advised FundDr. Robert H. & Carole S. Freilich FundDr. John & Hilary Fried Philanthropic FundElinor & Sherrill Friedman Family FundAndy Fromm & Laurie Bomba Charitable FundBernie Fromm Donor Advised FundBill & Jackie Fromm Donor Advised FundJeff & Rhonda Fromm Donor Advised FundFunders Council FundGalblum Family Charitable FundSandy & Steven Geduldig Donor Advised FundCynthia F. & Joseph M. Gensheimer FundFrances Gershon Freiden Klein FundPaul N. & Elinor S. Gershon FundGershun-Goldman Family Tzedakah FundGerson 4G Donor Advised FundDavid Gerson Family Donor Advised FundJames & Katharine Gerson Donor Advisory FundGilbert Family FundDebra & Michael Gill Donor Advised FundB. William & Cheryl Ginsberg Charitable FundGitomer - Weiner Donor Advised FundSaul L. Gitomer Donor Advised FundGlazer Donor Advisory Fund

DONOR ADVISED FUNDS CONTINUED



Allison & Josh Glickman Donor Advised FundKaren R. Glickstein & Donald J. Swartz Family Charitable FundMiriam & Robert M. Glueck Philanthropic FundMerrill B. Goldberg Donor Advised FundStanley L. & Geraldine Goldberg Family FundStanley & Carolyn Goldman Donor Advised FundJeff & Jessica Goldsmith Philanthropic FundMichelle Goldsmith Philanthropic FundRonald & Susan Goldsmith Philanthropic FundEdward J. Goldstein Donor Advised FundEugene & Elaine Goldstein Charitable Donor FundGina & Elly Goldstein Donor Advised FundGoller Family Philanthropic FundBarney Goodman Donor Advised FundDavid R. Goodman Donor Advisory FundSophia Goodman FundTodd S. Goodman Charitable Gift FundKaren & Michael Gortenburg Donor Advised FundRudy & Phyllis Green Donor Advised FundJim & Sharon Greenwood Philanthropic FundDrs. Sheldon Grossman & Sharon Prohaska

Philanthropic FundRuth & Herbert Gruenebaum Donor Advised FundAllen & Gail Gutovitz Charitable FundAlana Muller & Marc Hammer Donor Advised FundRichard & Reta Hans FundBarnett C. Helzberg, Jr. Donor Advised FundBush & Jamie Helzberg FundCharles M. Helzberg Philanthropic FundReesa & John Helzberg Donor Advisory FundShirley & Barnett Helzberg Jr. Donor Advisory FundDrs. Steven & Janice Hendler Charitable FundHeritage Donor Advised Fund

Gail & Harry Himmelstein Philanthropic FundJohn W. Hoopes & Lauren Mattleman Hoopes

Donor Advised FundHerbert & Brita B. Horowitz Philanthropic FundWilliam & Lynn Intrater Donor Advised FundJohn & Jennifer Isenberg Philanthropic FundTom & Ann Isenberg Donor Advisory FundVera Isenberg Donor Advised FundThe Family of Alan & Cyndie Jacobs FundAnne & Michael Jacobs Donor Advisory FundSherri Jacobs Donor Advised FundDeborah S. Jacobson Memorial FoundationEddie Jacobson Memorial FundElliot & Ann Jacobson FundHoward & Rosalyn Jacobson Grandchildren’s FundJohn & Trudy Jacobson Foundation FundRichard & Ali Jacobson Philanthropic FundRosalyn & Howard Jacobson Donor Advisory Fund

JAZ-MD FundJELMP Charitable FundJ-LEAD FundNorman B. & Sybil K. Kahn Special FundNorman B. Kahn Visionary FundKaplan Family FoundationAbe & Catherine Kaplan Philanthropic FundHarvey L. & Michele Kaplan Donor Advised FundHelen & Sam Kaplan Memorial FundMarian Kaplan Donor Advised FundPhil & Ruth Kaplan Donor Advised FundKarbank Family FundMarcia S. Karbank & Joseph T. Smuckler FundOctavio Karbank FoundationSteven Karbank FoundationIsaac & Minnie Katz Family FoundationMarlene & Stanley Katz Donor Advised FundTamar Katz Donor Advised Fund

The Kavanaugh Family


Andrew B. & Lynn Kaufman Philanthropic FundKurt & Stephanie Kavanaugh Donor Advised FundAdam & Alison Kaye Donor Advised FundJames & Lisa Klein Philanthropic FundMichael Klein Philanthropic FundKoenigsberg FundStewart & Joy Koesten FoundationAmanda & Brad Koffman Charitable FundRegina M. & William B. Kort Donor Advised FundStephen & Ellen Kort Family FundAlan & Judy Kosloff Philanthropic FundIrwin & Sylvia Kotelov Family FundKramer Family FundRachel Krantz Donor Advised FundKrigel Family Charitable FundMelvin E. & Sevi R. Krigel Endowment FundLefko Family Charitable FundSandy & Joel Leibsohn Donor Advised Fund

Gary & Jo Ellen Leifer Donor Advised FundDr. Harry B. & Ralph H. Levey Philanthropic FundAdele B. Levi Donor Advised FundPeter & Enid Levi Donor Advised FundBernard & Joan Levine Donor Advised FundDavid & Nicole Levy Donor Advised FundDavid N. & Lillian Lieberman Philanthropic FundFloriene & George Lieberman Charitable FundEugene & Marjorie Lipsky Philanthropic FundFrank Lipsman & Janet Mark Donor Advised FundBeth & Michael Liss Donor Advised FundFrank Loeffler & Phyllis Carozza Philanthropic FundJosef Loeffler Donor Advised FundStanley Louis Family FundBabs & Bill Lowenstein Donor Advisory FundReed Lowenstein & Melanie Hanan Philanthropic FundRichard & Gail Lozoff Donor Advised FundLinda B. Lyon Charitable FundLore & Mel Mallin FundAaron G. March Donor Advised FundJeffrey Marks & Carol Marks Donor Advised FundHoward & Vicky Mayer Philanthropic FundBrooke Tivol McGrath Legacy FundMichael & Sharon Milens Philanthropic FundMorgenstern Family Donor Advised FundA. Martin & Corinne M. Morgenstern Family Charitable FundJules Moskowitz & Beti A. Weber Donor Advised FundNicole Abend Nenon Charitable FundLewis & Susan Nerman Philanthropic FundMargaret & Jerome Nerman Philanthropic Fund

Larry & Ronna Nussbaum Philanthropic FundR. L. Onikul FoundationSteven & Karen Pack Family FundRobert & Barbara Palan Donor Advised FundDavid & Mindy Parmet Donor Advised FundRoshann Parris & Jeff Dobbs Philanthropic FundJennifer & Steven Paul Family Donor Advised FundJoel & Brenda Pelofsky Donor Advised FundLarry & Ellen Polsky Philanthropic FundNorman & Elaine Polsky FundCarol & David Porter Donor Advised FundPorter-Gill-Hill FoundationHarry Portman Philanthropic FundHarold & Janet Price Family FundDr. Edward & Merry Prostic Philanthropic FundRainen Family Donor Advisory FundRobinow Family Donor Advisory FundRobinson Family Donor Advised FundIrv Robinson FundJeannine Robinson Charitable FundEdward S. Rose Family FundHerman S. & Muriel R. Rose Philanthropic FundHoward & Rosanne Rosen Donor Advised FundBarbara Rosenberg Pinsker, Judy Shapiro, & Wendy

Bandklayder FundWilliam & Kathi Rosenberg Donor Advised FundHoward & Brenda Rosenthal Family FoundationArlene & John Rubenstein Family FundArlen & Elaine Cohen Rubin Charitable FundDr. David & Julie Rudman Donor Advised FundGerean Rudnick FundEugene M. & Marjorie E. Sackin FundBrian & Anne Scharf Donor Advised Fund

The Kaye Family

DONOR ADVISED FUNDS CONTINUED



Daniel & Miriam Scharf Philanthropic FundJonathan Scharf & Meggan Ways Donor Advised FundWilliam & Fani Schifman Donor Advisory FundVivien & Daniel Schlozman Donor Advised FundSchoenfeld Family Philanthropic FundMichael & Cathy Schultz Philanthropic FundSam & Sonia Schultz FundAlan & Tracy Shafton Family FundIsadore & Charlotte Shafton Memorial FundArlene & Leo Shalinsky Donor Advised FundPeter & Amy Shapiro Donor Advised FundShaw Family FoundationScott Sher Donor Advised FundThe Shifra Philanthropic FundSiegler Family Donor Advised FundSignoff FundSlabotsky Family Charitable FundSusan & Neil Sloman Philanthropic FundMyron N. & Elaine K. Slotsky FoundationSlutsky Family Donor Advised FundEdward A. & Beth K. Smith FundSosland Foundation FundBlanche & Neil Sosland Donor Advised FundDavid & Rachel Sosland Philanthropic FundJeffrey & Mindy Sosland Philanthropic FundJoshua & Jane Sosland Philanthropic FundStahl Family FundStein Family FundJoshua & Sheryl Stein Donor Advised FundDaniel & Ann Stern FundEugene & Gerre Strauss Philanthropic FundHarry B. & Anna C. Strauss Philanthropic FundMarvin Szneler Donor Advised Fund

Thalblum Family Tzedakah FundHarold & Ruth Tivol Philanthropic FundEarl J. & Leona K. Tranin Special FundTruitt Family Donor Advised FundTwo Sams FoundationPaul Uhlman Jr. Donor FundJohn Weil Uhlmann Family FundPatricia Werthan Uhlmann Donor Advised FundHy & Bella Vile Legacy FundJoel & Sue Vile Philanthropic FundVSDR FundWacknov Family Donor Advised FundBarbara & Jeff Weiner Donor Advised Fund

Lewis & Shirley White Donor Advised FundWilk Family Philanthropic FundMindy & Josh Wilson Donor Advised FundDr. Herbert & Phyllis Winer Philanthropic FundAnnie & Victor Wishna Donor Advised FundWolff Family Charitable FundToma & Andy Wolff Donor Advised FundMichael & Pamela Zanders Donor Advised FundStan & Joyce Zeldin Philanthropic FundZoglin Family Fund (Mollie, Frank, Ron & Robert)Joseph & Julie Zwillenberg Family Fund

“Our Donor Advised Fund at the Jewish Community Foundation makes it easy to support the causes we care about.” — PAM AND BILL KANTER

319 DONOR ADVISED FUNDS

$11,693,445 GRANTED IN 2013

2,729 GRANTS TO 700 DIFFERENT ORGANIZATIONS

51% / $5,911,703 Local Jewish3% / $346,939 National Jewish39% / $4,634,176 Local Non-Jewish7% / $800,627 National Non-Jewish


“J-LEAD is a unique opportunity for members of the community to come together to maximize the impact of their charitable giving. After evaluating many worthwhile opportunities, we are excited to provide financial support to local organizations and programs that we believe will make a positive difference.” — BRIAN SCHARF, J-LEAD CHAIR

The Community Legacy Fund is comprised of contributions to the Foundation used for the purpose of enhancing and maintaining the quali-ty of Jewish life locally, and responding to emergency needs in Jewish communities around the world.

ASSETS DISTRIBUTED

Each grant made and every dollar distributed changes lives and strengthens our community. Many organizations define themselves by dollars coming in, while we believe that dollars going out best represent the value of the Jewish Community Foundation. Though the vast majority of funds granted are from generous individuals, the JCF has several collective granting bodies which respond to community needs. Two of them are The Grants Committee of the Community Legacy Fund and J-LEAD.

“Thanks to the generosity and foresight of donors, there is over $7 million in the Community Legacy Fund. I wish everyone could serve on the Legacy Fund Grants Committee because it is inspiring to see how these dollars make such a difference to those in need. I’m privileged to work with others who are wonderful stewards of these community funds.” — LINDA LYON, GRANTS COMMITTEE CHAIR

$19,878,867TOTAL ASSETS DISTRIBUTED TO CHARITY

J-LEAD families volunteering at the Mitzvah Garden, a project

funded with their support.

3,533 GRANTS FROM 661 DONORS TO 767 ORGANIZATIONS

Community Legacy Fund Total Granted in 2013$279,500

Day of Discovery, a program funded by the Community Legacy Fund.

J-LEAD is a giving circle dedicated to encouraging young Jewish adults to join together to make a substantive impact on the Jewish community. By pooling resources and collectively making grant decisions, J-LEAD members are able to achieve a greater good than any one member could do alone.

$23,000 J-LEAD Total Granted in 2013

21% OF UNRESTRICTED ASSETS DISTRIBUTED TO CHARITY


B’nai B’rithB’nai B’rith Youth OrganizationCongregation Beth ShalomCongregation Beth TorahCongregation BIAVCongregation Ohev SholomHyman Brand Hebrew AcademyJewish Community CampusJewish Community CenterJewish Community Relations Bureau/ AJCJewish Family ServicesJewish FederationKehilath Israel SynagogueKU HillelMidwest Center For Holocaust EducationNew Reform TempleSheffield CemetaryTemple Beth Sholom, TopekaThe Temple, Congregation B’nai JehudahVillage Shalom

PARTNERS

Restricted funds give donors and their families the opportunity to make contri-butions that reflect their unique charitable interest, honor loved ones or express their desire to leave a legacy to the community. These funds may be restricted for a particular project, organization or congregation.

RESTRICTED FUNDS

Allen Abend Scholarship FundCharles L. Abrams and Evelyn R. Abrams Philanthropic FundHerbert Adler Endowment Fund for Village ShalomAllen & Janet Agron Summer Camp & Israel

Experience ScholarshipAnonymous Fund for Jewish EducationRichard P. Atlas & Barbara M. Atlas Fund for Jewish FederationHarry & Ruth Baker Village Shalom Financial Assistance

FundRuth S. and Harry Baker JCC Endowment FundBBYO 75th Anniversary Endowment FundBBYO Matzo Ball FundBert Berkley Advocate for Community Relations Fund

JCRB/AJCCongregation Beth Shalom Mount Carmel Cemetery FundCong. Beth Shalom Mt. Carmel Cemetery Capital

Improvements FundDaniel L. Brenner Youth Leadership Award FundBBYO - Daniel L. Brenner Leadership Training FundDr. Mark J. Brodkey PACE FundJacob and Frances O. Brown KU Hillel Endowment FundMorten and Regina Brown FundEsther F. & William J. Bushman Beth Shalom

Endowment FundStanley J. Bushman Community Endowment Fund

Cavanaugh Fund For Eye CareCaviar Family Fund for Kehilath IsraelChange the Truth FundDonna Gould Cohen Lion of Judah Endowment FundHoward E. and Debra L. Cohen Family Student

Leadership FundJoseph Cohen and Margaret Pollock Cohen FundCortes Fund for Congregation Beth ShalomCortes Fund for Rice UniversityCovenant Presbyterian Church PACE Fund for Pidyon ShvuyimDanciger Fund A - UMKC Judaic StudiesDanciger Fund BDeLeve Family Memorial FundFred Devinki Jewish Educ. Scholarship Fund For

Kehilath IsraelMaria Devinki Lion of Judah Endowment FundDorothy and Allan Dorfman FundSherman W. Dreiseszun Campus Maintenance

& Improvement FundLouis Durbin Scholarship FundHarry C. Feingold PACE FundAvrum & Clara Feinstein Memorial Mazon FundMilton W. Feld Endowment FundDan Fingersh Garden FundDan Fingersh Hebrew Academy Scholarship Fund


Change the Truth fundholders Eddie Feinstein & Gloria Baker Feinstein with Ugandan orphans.

The following organizations entrust JCF as the steward of their charitable resources.


Dora Fox Lion of Judah Endowment FundBari Freiden Lion of Judah Endowment FundFrank Friedberg FundAnna and Isadore Friedman HBHA Scholarship FundHarriett & Jacob Friedman HBHA Scholarship FundIsadore and Anna Friedman HBHA Scholarship FundJacob Friedman Endowment Fund for Ohev SholomGear For Sports Scholarship FundFrances Wang Gershon Lion of Judah Endowment FundPhillip L. and Rita Gershon Philanthropic FundGloria Polsky Gershun Lion of Judah Endowment FundPeter Gerson Educational Scholarship FundNorman Glazer & Jean Burstein Glazer Fund for Jewish

Cultural ArtsBernard & Esther Abend Glickstein Scholarship FundHoover and Ida Goffin Education FundSolomon Goldberg Memorial Fund for Jewish ContinuityMarsha & Jules Goldman Family FundGoldsmith Family Enrichment Fund For The Hyman Brand

Hebrew AcademyLucy & Sam Gould Charitable Fund for JCCLucy & Sam Gould Charitable Fund for Kehilath IsraelSam & Lucy Gould Gesher FundSam & Lucy Gould FundJay Grant Memorial FundGuckenheimer Family FundJoseph Hartman Scholarship FundJCRB/AJC Rabbi Alan Cohen Interfaith Clergy Institute FundJDC Foundation FundJewish Art Fund

Jewish Loan Fund of the Jewish FederationJudaic Studies FundSherry Hyatt Kaplan Fund For Adult Jewish LearningRose Karbank Lion of Judah Endowment FundEmma Jaye Kershenbaum FundClarence & Margaret Kivett PACE FundMargaret & Clarence Kivett FundSeymour and Marsha Krinsky Fund For Kehilath IsraelHerman Jay Levikow Endowment FundEmelie Levin Emergency Fin. Assistance Endowment FundRichard & Carol Levin Family FundFloriene Lieberman LOJE FundMyra Rosenberg Litman LOJE FundDorothy and Julius Loeffler HBHA Scholarship FundJenny and Alvin Loeffler HBHA Scholarship FundBabe Mallin Lion of Judah Endowment FundJack Mandelbaum FundBernard A. Margolis Perpetual Memorial FundMenorah Women’s Brodkin Scholarship FundMenorah Women’s Foundation FundMichael and Sharon Milens Restricted FundSam Nussbaum Z’’L Israel Scholarship FundAmanda Hecht Palan Lion of Judah EndowmentPan-Cure FundJean and Allen Parelman PACEBarbara R. Pinsker, Judy Shapiro, & Wendy Bandklayder

EndowmentMaurice and Harriet Raffel Memorial Endowment FundDoris and Max Rainen Memorial Fund for Hadassah -

KC Chapter

Edward S. Rose Family/Village Shalom Birthday Party Endowment

Edward S. Rose Family Early Childhood Education Center Fund

H. Paul Rosenberg Jr. Special FundJoseph H. & Sarah Rutlader Memorial FundSaving History Jewish Archives FundWilliam & Fani Schifman Endowment For Kehilath IsraelSam M. Schultz Jewish Book Fair FundIrena Sendler Scholarship FundAvrom H. & Janet W. Siegel Educational FundSlabotsky Family Theatre Operations EndowmentBeth K. Smith Lion of Judah Endowment FundSolsky Family Flower & Maintenance FundJoseph Solsky Scholarship FundE. David Soltz Israel Scholarship FundDr. Harry and Alice Statland Young Adult EndowmentDr. Harry & Alice Statland Village Shalom Assistance FundSummer Experience Award FundSunday Night Fun FundTemple B’nai Jehudah Babs Lowenstein Pre-school

Scholarship FundRuth Krigel Tivol Endowment FundTogether We Remember Scholarship FundSally & Donald Tranin PACE FundPatricia Werthan Uhlmann Lion of Judah Endowment FundV.S. - Financial Assistance FundWestern Extralite Company Scholarship FundWhite Theatre Grantor FundBob & Marcia Wolff Endowment for Cong. Beth TorahSam Yagan Family Fund

RESTRICTED FUNDS CONTINUED



JCF is proud to partner with families and individuals of all ages to maximize the impact on the causes our donors care about most. The following are just a few examples of the multitude of programs that, with our donors’ help, improve the lives of so many in our community.

The Jay Grant Memorial Fund was created by former JCC Aquatic Director, Mary Wilbern O’Neal and her husband Mike in memory of her son Jay. The fund provides subsidies for children with special needs or circumstances who would benefit from therapeutic swimming lessons. The Fund has provided swim lessons for 15 qualifying children. “Jay always donated time to special needs children and their families,” says Mary.

Jewish Employment Services was created as a joint venture by the Jewish Federation, Jewish Family Services and Jewish Vocational Services. The program provides clients with job coaching, inter-view training, and skill building. Since its inception, 295 clients have found jobs, with 62 of these clients finding employ-

ment in 2013. “The Lowenstein Family Supporting Foundation was an initial funder of Jewish Employment Services and is proud to continue supporting this successful venture,” says Lon Lowenstein, supporting foundation president. “We appre-ciate the structure that JCF provides in helping us to under-write programs like these.”

100% OF PEOPLE CAN MAKE AN IMPACT THROUGH JCF

The Jewish Family Services Food Pantry provides those in need with food, cleaning products, paper goods, personal hygiene and baby care items. In 2013 the Food Pantry distributed 87,807 pounds of food to 1,038 indi-viduals. More than 44% of the families served were Jewish and of the Jewish families served, 23% kept kosher homes. Participants in the JCF’s B’nai Tzedek youth philanthropy program (see page 16) donated $2,543 to the food pantry in 2013. “The food pantry is important to me because I like knowing that I am making a difference in our community and fighting hunger,” says B’nai Tzedek Youth Council member Lindsey Paul.

KC Kollel’s Ahoovim Program serves the community’s adults with special needs. Now in its fifth year, Ahoovim offers monthly events to engage and educate this very special popula-tion. Along with individual donors, the Foundation’s Community Legacy Fund, Flo Harris Foundation, Hy and Bella Vile Legacy Fund and J-LEAD helped underwrite Ahoovim in 2013. “This program has given a warm sense of Jewish belonging and identity to our community’s most wonderful demographic,” says Kollel rabbi Binyomin Davis. 18 participants were served in 2013.


Amy Abrams Gabrielle Abrams Moriah Abrams Sam Abrams Rebecca Jacks Achtenberg Robert Aeder Benjamin Allen Molly Oberstein Allen David Fine Alpert Isaac Alpert Solomon Alpert Doug Altman Jessica Altman Joshua Altman Scott Morgan Altman Benjamin Antes Jeffrey Appelbaum Helen Arnold Darby Asner Nathan Isaac Atherton Andrew Azorsky Hannah Azorsky Joshua Azorsky Rose Azorsky Brooke Badzin

Austin Baker Gabrielle Baker Lauren Baraban Mollie Allison Barouh Rachel Bayer Haley Becker Jacob Bell Jillian Benson Jake Beren Rachel Beren Katherine Berenbom Sarah Berkowitz Ben Bernard Daniel Bernard Rachel Brittany Bernard Shira Bernard Aaron Bigus Alexander Bigus Elizabeth Bigus Emily Binshtok Dorianna Blitt Alexander Block Jacob Block Zachary A. Block Ariel Bodker

Ellie Bodker Ilana S. Bodker Jessica Bodker Mallory J. Bodker Michael Bodker Jared Boehm Emory Russell Bohs Caitlin Bold Kylie Bold Piper Bold Hannah Bolter Rachel Beth Bolter Brett Bond Allison Boresow Nathan Boresow Hannah Bortnick Lyndse Bortnick Ashur Bratt David Brockman Eden Brockman Charles Bronstein Morrie Bronstein Brianna P. Brown Ariel Brudoley Jonathan Bush

Rebecca Bush Gabi Cabell Natalie Cabell Alora Cain Samantha Campbell Louis Schlezinger “Chip”

Cantor Rachel Cantor Oscar Chase Mollie Chesis Jonah Chilton Haidee Clauer Justin Cohen

Using a portion of their Bar/Bat Mitzvah gifts (a minimum of $125 which is matched by $375 from the Foundation), teens establish individual B’nai Tzedek Funds from which they may recommend grants of up to 10% of their fund balance anually to Jewish organizations, locally or in Israel.

B’NAI TZEDEK FUNDS

The 2013-2014 B’nai Tzedek Youth Council, a group of high school students who plan B’nai Tzedek activities and recruit new members.

Michael E. Cohen Tessa Cohen Jeff Cole Benjamin Conley Jason Conley Brandon Cosner Justin Cosner Jacob Courtney Carly Cubbage Clay Cubbage Jaquelyne Cutler Marla Daniels Jonas Davidow Hannah Dolginoff Jonathan G. Edelman Katja Edelman Emma Eisemann Josh Eisemann

Noah Eisemann Hersh Ellis Jonah Elyachar Sarah R. Elyachar Daniel Eveloff Emily Eveloff Hannah Feldman Katie Fine Timothy Fine Marla Fisherowitz Harry Flamini Danny Flappan Abby Flekier Jacob Flekier Max Fogel Eli S. Fried Gabrielle Fried Joshua Fried



Maggie Fried Bradley Friedman Melissa Friedman Rachelle Friedman Abby Fromm Laura Fromm Scott Fromm Drew Gaddie Ari Gaffen Suzanne Galblum Nina Gale Robert Garon Michael Geduldig Jennifer Geller Jonathan Geller Josh Geller Juliana Gensheimer Alex Gershon Brooke Gershon Jacob Gerson Levi Gerson Seth Gilgus Lindsay Gill Emma R. Girson Joshua Lee Girson Jessica Rachael Glueck Katie Glueck Daniel Goldberg Elana Goldberg Steven Goldberg Elana Goldenberg Kayla Goldenberg Matthew Golden

Jonah Golder Alexandra Goldman Sarah Goldman Bailey Goldstein Joshua A. Goldstein Kyle Goldstein Morgan Goldstein Rachel Erin Goldstein Sydney Goldstein Imrie Goller Sarah E. Gorn Hannah Gortenberg Isaac Gortenburg Naomi Grant Avery Lynn Gray Spencer S. Green David Gressgott Jaclyn Andrea Haith Joshua Haith Brianna Hakan Daniel Hakan Hannah Reuben Hallock Carolyn Hamburg Daniel Hamburg Shayna Hamburg Shandra Haner Benjamin Haney Mackenzie Haun Alison Kempf Haxton David Helfand Margo Hellman Sarah Hellman James H. Helzberg

Matthew Hendler Sadye Hendler Asher Herbet Joshua Herbet Alexa Herman Maggie Herman Sarah Herman Seth Hermanson John I Hjalmarson David Holzman Alexandra E. Hoopes Nathaniel Hoopes Shaye Horwitz Katie Intrater Lauren Intrater Adam Isenberg Allison Isenberg Gregory Brett Jacobs Joseph Jacobson Clare Jordan Leah Jordan Kara Kahn Mark Kanter Alex Kaplan Emily Kaplan Eric Kaplan Rachel Kaplan Anna Kaseff Ethan Kaseff Joshua Kaseff Lainie Kaseff Rachel A. Kaseff Zachary Kaseff

Ashley Katz Tamar Y. Katz Adam M.Katzenberg Molly Kavanaugh Rose Kenneally Anna Kershenbaum Andrew Isaac

Kershenbaum Katie Kershenbaum Jordan Kivett Elle Kolkin Elliot Kort Caleb Krakow Ethan Krop Sophie Krop Jessica Kruger Melanie Kulick Samuel Kulikov Jordan Kuluva Emily Lawless Michael Lebovitz Jeff Lefko Jonny Lefko Lissa Leibson Adam Levin Ben Levin Blaine Levin Elizabeth Levin Jarret Levin Adam Levine Elliot Levine Samantha Levine Demi Levitch

Mya Levitch Anna Rachel Levitt Ellie Levitt Jenny Levitt Lily Jewel Lieberman Danielle Lipsman Jacob Lipsman Jacob Logan Paige Lowenstein Sari Lowenstein Melissa Mallin Zachary Mallin Kate Mandel Aron Mandelbaum Sarah Mann Micah Margolies Madeline E. Mayer Samuel Mendel Adam Mendelsohn Emily Mendelsohn Jessica Ellen Mielke Jacob Milgrim Ethan C. Miller Henry Miller Ariel Mittleman Bradley Mittleman Briana Mittleman Emily Mora Avi Morgenstern Alex Moskowitz David Moskowitz Jordan Myer Jake Myron

Kellen Naster Paris Naster William Nemitoff Sam Oellien Allie Oltsik Mark Osman Gracie Pack Alyxandra Paisner Danielle Parelman Sam Passer Julia Paul Lindsey Paul Michael Paul Ross Payne Alissa K. Pollack Jordan Pollack Stephanie Pollack Zac Pollack Joe Porter Sophia Porter Michael Portnoy Thomas Poskin Piper Rainen Sarah Elizabeth Rawitch Jack Reeves Sam Reeves Ben Reisler Gordon Reiz Emma Marie Reynolds Daniel Richey Abbie Rieber Ellie Rieber Daniel M. Rindner


Luc Robinett Aaron Shuel Robinow Hannah Robinow Joseph Robinow Rachel Rosenberg Carly Rosenstock Jesse B. Rosenstock Harrison M. Rosenthal Naftali Rosenthal Jeffrey Rubel Michael Rubel Lauren Ruben Sarah Rubin Sagi Rudnick Daniel S. Sader Adam Samazin Alexandra Samazin Grant Sander Jennifer Sander Spencer Schanzer Dakota Schee Sarah Schlosberg Richie Schlozman Jessica Schneider Michael Schonwetter Gavri Schreiber Maya Schreiber Joseph J. Schumaker

Eliana Schuster Alexander Schwartz Zachary Shaiken Emma Shapiro Sophie Shapiro Adam Shemitz Sabina E. Shifrin David Shopmaker Joseph Craig Shopmaker Benjamin N. Siegel Paulina Siegel Alex Simon Benjamin Simon Eliana Simon Jared J. Singer Jenna Gabrielle Singer Megan Singer Noah Skolnick Noah Slabotsky Reuben Smith-Vaughan Ethan Smuckler Ian Sneid Alexander Sokol Amanda Sokol Felicia Sokol Scott Soltz Lindsay Somberg Zach Somberg

David Sommi Pearl Sonnenschein Avi Sonnenschein Gabriella Sonnenschein Morgan Sonnenschein Leah Rose Sosland Max Sosland Sam Sosland Trent Sterneck Jonah Stiel Micah Stiel Natalie Paige Strauss Sydney Strauss Aaron Louis Swartz Harrison Swartzman Miriam Swartz Jeremy Terman Michael Terman Jacob Tivol Hannah Towle Alex Tranin Emily Tranin Andrew Trenton Emily S.Trenton David Trout James P. Uhlman Allison Ullman Tiana Alayna Valdespino

Elizabeth von Ende Jennifer von Ende Matthew von Ende Samantha Grace von Ende Kaley Wajcman Asher Jacob Weinbaum Kendra Weinstein Brittany Welch Benjamin White Chloe White Jordan White

Melissa Krystel Whittemore

Ben Wilinsky Kyle Jacob Winston Hayley Wizig Marissa Wizig Ari Wolf Lauren Wolfe Michael Wolfe Jessica Wolff Anna Wolock

Elizabeth Wolock Matthew Woolf Jared Wright Owen Wright Trevor Wright Federico Zepeda Ricardo Zepeda Jake Zevitz Brandon Zipper

The B’nai Tzedek program encourages Bar and Bat Mitzvah students to become involved in tzedakah by establishing a fund for Jewish charitable giving. Opening a B’nai Tzedek fund gives teens a chance to play a part in improving their community and the world.

At the annual B’nai Tzedek Shuk, teens meet representatives from community organizations and learn about how their charitable contribution can make a difference.

In 2013, B’nai Tzedek fundholders granted a total of $20,130. More than $156,000 has been granted since the program’s inception in 2001.

Engaging Teens

B’NAI TZEDEK FUNDS CONTINUED



Create a Jewish Legacy is JCF’s effort to continue the momentum begun with the Bushman Community Endowment (BCE) program. BCE, launched in 2007, was established as a way to help local Jewish agencies and congregations learn ways to better cultivate planned giving, thus allowing them to build their permanent endowments and keep their vital programs flourishing.

estimated current gifts and future commitments

donors have participated in the Create a Jewish Legacy/BCE program by making a commitment to the permanent endowment of an organization of their choice

“As a result of our partnership with the Foundation through the BCE program, we have seen an increase in the number of donors who are creating long-term plans to support Hyman

Brand Hebrew Academy…ensuring future generations will continue to benefit from our ongoing commitment to academic excellence and Jewish values.” — HOWARD M. HAAS, HEAD OF SCHOOL,

HYMAN BRAND HEBREW ACADEMY

CREATE A JEWISH LEGACY

Jewish agencies/synagogues have received planned gift commitments through the BCE program

new signers to the Endowment Book of Life at our Annual Meeting on December 4, 2013

The Endowment Book of Life honors those who have made arrangements for a permanent endowment of $10,000 or more to a local Jewish organization or synagogue. The book, which is inscribed with each donor’s photo and personal story of commitment and motivation, is on display at the Jewish Community Campus as well as online at www.jcfkc.org.

“Our parents loved their community and were very committed to it, having survived the Holocaust and finding a welcoming home in Kansas City. It is with much pride that we have created this Jewish legacy in their honor. Our commitment to the Midwest Center for Holocaust Education will help secure that stories and lessons about the Holocaust be taught to future generations.” – EVY AND LOWELL TILZER

$36 MILLION

392

18

14

913.327.8121 number you call to learn about Creating a Jewish Legacy


The following individuals and families are Creating a Jewish Legacy by making arrangements to ensure the longstanding vibrancy of programs and services in our Jewish community. Gray indicates future commitments made to the permanent endowments of local agencies and synagogues through the Bushman Community Endowment Program established in 2007.

Anonymous (55)Lauren AaronsonRenana & Michael AbramsAlice & David AchtenbergFrank AdlerHerb Adler*Jeanne & Dan AdlerCathy & Jeff AlpertGail & James AppelbaumAudrey Asher & Michael

LernerBarbara & Richard Atlas Diane & Steve Azorsky

Family Dierdre & Ronald BakerChrista BalanoffCarol & Thomas BarnettSarah Z. Beren Merilyn & Loren Berenbom Phyliss BernsteinIrene BettingerMary & Arnold BirnbaumLeon Bloch Jr.* Cindy & Fred BodkerHarvey S. BodkerElizabeth & Jack* Bohm

PLANNED GIFTS

Karen & Jerry BorowickMatthew BowmanCathy Boyer-ShesolAaron Braeman Aaron Braeman FamilyLaura BreitbergNeil W. BreslowStevi & Jeffrey BrickCarol BrooksFrances O. Brown* PeeDee & Phillip BrownBonnie & Herbert

Buchbinder Stanley J. Bushman Craig Caplan Robin & William Carr Carol & Arnold CaviarKevin ChickDebra & Howard CohenGloria & Steven CohenLinda & Alan L. CohenLisa CohenMary Davidson CohenDonna Gould CohenNancy Sher Cohen & Robert Cohen

Barbara L.* & Sanford L. Cohn

Logan, Zachary, Michelle & Eric Cole

Denise & Ron Coppaken Debby & Gary CortesRita CortesRobert S. Cutler Darke Family Sheryl & Ron DavidowGregg DavidsonLorelei Dean & Chuck

GilbertLanie & Jim DeckerKathy & Bob DeWitt Jasmine DeyIrene & Sherman*

DreiseszunMaureen Durwood Doris* & William EdelmanSandy* & Martin L.

EisenmanCara & Andrew Ernstein Meredith FarnanAnn & Isak FedermanDiane & Arthur Federman

David Feingold Eddie FeinsteinNicole & Jack FeldmanPella & Jack Fingersh Susan Fisher Herb Fishman & FamilyBeatrice & Steve FineDoris & Paul Flam*Sandi & Ed FriedElaine & David FriedmanKristen & Dan FrommElinor & Paul N. GershonMartha Gershun & Don

Goldman Karen & Jeff GersonPatty & Mark GilgusHenri & David GoettelGeraldine & Stanley*

Goldberg Lila GoldmanGoldsmith FamilySusan & Ronald Goldsmith Carol & Marvin GoldsteinMargaret & Larry GoldsteinDebra & Stu GoldsteinEdward Goldstein

David R. GoodmanSFF LLC/Michael

GortenbergShirley GottsteinGould Family Sam GouldSusie & Bob GreenbergSharon & Jim* Greenwood Greif Family Howard HaasHortense & Joe* HaithRickie & Edward HaithNatalie & Hanan Hammer Samantha HammontreeJudy & G. Richard

HastingsBarbara & Scott HechtJudy & Lloyd S. HellmanCharles M. Helzberg Jamie & Bush HelzbergShirley B. & Barnett C.

Helzberg, Jr. Karen HermanBetty & Lenny HershmanGail Himmelstein Louise C. Hipsch

Lauren & John Hoopes Lynn HooverAnn & Tom IsenbergJennifer & John IsenbergSandie & Larry Jabenis Sherri JacobsRosalyn & Howard T

Jacobson Trudy & John JacobsonDon Kahan Gina Kaiser & David Gale Florence Kaplan Marian KaplanSheryl & Andrew S. KaplanRose & Barney Karbank*

FamilyMarcia Karbank David KaseffHarold Kaseff Miriam & Eric KaseffDan KassDonna & Ward Katz Linda & Barry KatzMarlene & Stan KatzLynn & Dr. Andrew

Kaufman


IN MEMORIAM

We remember with sadness the members of our Foundation family whom we lost in 2013. We were indeed blessed by their love of community and generous spirit.

Herbert AdlerFrances BrownPaul Flam Jim GreenwoodRose KarbankRichard M. Levin

Dorothy LoefflerCathy LowensteinSylvia G. MerkadeauRowena MilensLeo Shalinsky

Stephanie & Kurt Kavanaugh

Irvin Kawarsky*Andrea KempfSuzanne & Gordon

KingsleyBetty & Richard KleinMichael L. Klein Joy & Stewart KoestenAmanda & Brad KoffmanPhyllis & Ron KoganNancy C. &

Herbert M. KohnRegina & William KortRobert A. KortJudy & Alan Kosloff Marlene KrakowPolly KramerRachel B. KrantzNicole Krein & Gerald D.

LyonsGayle KrigelMarsha & Seymour

Krinsky Millie Kritzler Fannie & Morris Lerner*

and Meyer LernerPaul Lerner Linda & Larry LessnerBeverly & Joel LevineNicole & David LevyEdna Levy & Jacob

Schreiber

Nita R. Levy Kim & Jay LewisFloriene & George*

Lieberman Lillian & Norbert

LipschuetzDorothy & Julius Loeffler*Karen Loggia & David

SpizmanCathy* & Lon Lowenstein Gail & Richard LozoffJill & Robert MagoonJill & Jim MaidhofLore* & Mel MallinJack MandelbaumManko Goodman Family Aaron MarchJanet Mark & Frank

LipsmanVicky & Howard MayerMichael McCuneDoris & William E. MendelRowena* & Cyril A. MilensEllen MillerJim MuethAlana Muller & Marc

HammerJenny Neill & Howard

BarewinSusan Seidler Nerman &

Lewis Nerman Jodi & Michael NovicoffSusan & Steve Osman

Karen & Steven Pack Amanda Hecht Palan Jean & Allen Parelman Edis & Sid* ParkansJennifer & Steven PaulShirley PenerJoseph PfeferRita & Larry PoisnerElaine Polsky Carol A. Porter Betty PriceBetsy & Scott RedlerDiane RobinsonIrving R. Robinson Ellen & Edward S. RoseRosanne & Howard RosenGeorge J. Rosenberg Gerald RosenblumJulie & David Rudman

Gerean RudnickJessica Rudnick-Kaseff & Barry KaseffRhea SalascheMiriam & Daniel L. Scharf Fani & William M. SchifmanVivien & Dan SchlozmanJanice SchonwetterCathy & Michael A. Schultz Neal SchusterJanet & Andrew SchwartzAmy & Peter ShapiroRuth & Nathan* Shechter

Family Stephanie ShuchartCindy & Sheldon SingerScott SlabotskyElaine K. & Myron N.

Slotsky

Kelly & Dan SombergCharles SoslandL. Joshua Sosland Debbie Sosland-Edelman

& Alan Edelman Ann B. SternLorraine StiffelmanJennifer & John StolteKay & Ira StolzerBonnie & Mickey SwadeMarvin S. SznelerDonna & Harvey ThalblumRuthie & Harold Tivol Liz UhlmannPatricia Werthan Uhlmann Sue & Joel Vile Myron Wang

Janice & Alan WassermanGail & Gary WeinbergFelicia & Seymour WeinerCivia & Scott WhiteShirley White Ellen & Jerry WolfSusan ZaleJoyce & Stanford A. ZeldinJulie & Joseph

Zwillenberg

*of blessed memory

The Hammer/Muller Family at the Foundation’s Book of Life signing ceremony.


LIFETIME ENDOWMENT GIFTS

Since the commencement of the Bushman Community Endowment program in 2007, the following donors have made cash contributions to the permanent endow-ments of their favorite organizations. Their generosity is helping to build resources today for the on-going and future needs of our community.

Janet & Allen AgronBrenda Althouse & Paul

Fingersh Meredith & Jon AngristGloria & Michael AzorskyDierdre & Ronald BakerAlbert BambergerBrooks H. BauerAnn & Kenny BaumSusan & Victor BergmanEstelle BermanLisa & Jerry BernardIrene BettingerGloria & Allen J.* BlockBetty BrandMarla Brockman & John

Goldberg Helen & Martin* BrownStanley J. BushmanPhyllis Carozza & Frank

LoefflerCarol & Arnold CaviarMary Davidson Cohen & Barton P.* CohenDonna Gould Cohen

Barbara L.* & Sanford L. Cohn

Cumunow FoundationRobert S. CutlerSheryl & Ron DavidowDevinki FamilyIda Devinki-Kolkin & Craig

KolkinIrene DreiseszunSelma DreiseszunDreiseszun FamilyElinor & Gus EisemannJessica & Michael EllisJackee & Bobby EpstenMr. & Mrs. Robert FeldmanJoAnn FieldPella & Jack N. FingershBeverly* & Herbert

FishmanAlbert GerechtFrances Wang Gershon*

FamilyCheryl & B. William

GinsbergSusan & Ronald Goldsmith

Margaret & Larry GoldsteinGorlin Family FoundationKaren & Michael

GortenburgArvin Gottlieb Charitable

Fund/Barton J. CohenJoel D. GreenbergMegan & Michael

GrossmanHoward HaasRandi & Larry HaithGail Halvorsen & Bill WienFlo Harris FoundationJamie & Bush HelzergLynn & Bill IntraterCory & Daniel JacobsJudy & David JacobsTrudy & John JacobsonDavid KaplanMichele & Harvey KaplanMarcia Karbank & Joseph

SmucklerRose & Barney Karbank*

FamilyMiriam & Eric Kaseff

Carla & Tibereus KlausnerMichael L. KleinErlene & Sanford KrigelMarsha & Seymour

KrinskyPaul LernerRichard M. Levin*Molly & Tom* LevittSharon & Jerry

LindenbaumMyra & Malcolm LitmanLowenstein Brothers

FoundationLore* & Mel MallinBarbara & Herbert MandlEsther Markus & Weber

IngersollMary Kay McPhee & William PfeifferMLF/JHF Collaborative

CommitteeMorgan Family FoundationLinda & Skip NottbergRonna & Larry Nussbaum

Donna Oberstein & Ace Allen

Marvin OrlovickSheila & Lawrence PakulaBarbara & Bob PalanJennifer & Steven PaulElaine & Norman* PolskyCarol & David PorterKaren & Ed PorterMary Jo & Barry PriceJessica & Adam RichEllen & Edward S. RoseFern & John RosenbergSusan & Ernie RosenthalArlene & John RubensteinEsther & Cy RudnickGerean RudnickJessica Rudnick-Kaseff & Barry KaseffBobbie & Paul* RusselRhea Salasche & Harold

KaseffAmy & Peter ShapiroScott I. SherJudy & Steve SherryBonnie & Matthew Siegel Lynette & Norman SiegelMerna & Sylvan* SieglerPatricia & Daniel Slosburg

Beth K. SmithSosland FamilyEstelle & Morton SoslandJane & L. Joshua SoslandVivian & Hymie Sosland Charitable TrustEvelina & Steven

SwartzmanTension Envelope

Foundation/ Mayor Richard BerkleyEvelyn & Lowell TilzerPatricia Werthan UhlmannPaul Uhlmann, Jr.Sue & Joel VileShirley WhiteWilk Family Philanthropic

FundSusie & Donald WilsonJill ZeldinLaura Ziegler & Gard DavisJulie & Joseph

Zwillenberg

*of blessed memory


ASSETSCash and Equivalents $6,644,543Contributions Receivable 199,188 Notes Receivable 1,137,912 Investments 176,247,242 Cash Surrender Value of Life Insurance & Other Assets 1,002,699 TOTAL ASSETS $185,231,584

STATEMENT OF FINANCIAL POSITION AS OF DECEMBER 31, 2013

“The JCF Trustees and Investment Committee have always taken a prudent and long-term view of the investment of our donors’ funds and the community has been rewarded with solid results as our growth in assets to nearly $200 million demonstrates.” — MICHAEL A. SCHULTZ, PAST PRESIDENT

& INVESTMENT COMMITTEE CHAIR

TOTAL ASSET HISTORY

LIABILITIES Grants and Other Payables $48,721Liability Under Unitrust and Gift Annuity Agreements 532,905 TOTAL LIABILITIES $581,626

NET ASSETSUnrestricted

Donor Advised Funds $35,168,428Legacy 7,279,206 Administrative Funds 1,072,861

Supporting Foundations 69,674,374 Charitable Remainder Trusts/ Gift Annuities 820,097 Temporarily Restricted

Agencies 36,500,064 Other 11,006,154

Permanently Restricted 23,128,774 TOTAL NET ASSETS $184,649,958

TOTAL LIABILITIES AND NET ASSETS $185,231,584

‘98 ‘99 ‘00 ‘01 ‘02 ‘03 ‘04 ‘05 ‘06 ‘07 ‘08 ‘09 ‘10 ‘11 ‘12 ‘13

92.5

82.8

81.2

72.378

.875

.071

.458

.3

101.

310

6.5

93.9

108.

4 116.

211

6.5

171.

8

$185,231,584

$ MI

LLIO

NS


The Jewish Heritage Foundation was created in 1994 as a private foundation to serve as a steward of the $29 million that resulted from the sale of Menorah Medical Center to Health Midwest. It remains deeply committed to Menorah’s tradition of healing and compassionate service.

In January of 2013, the Jewish Heritage Foundation formally became a Supporting Organization of the Jewish Community Foundation while maintaining its separate and distinct Board of Directors. The move to become a Supporting Organization was a natural outgrowth of the Jewish Heritage Foundation’s firm belief that collaboration is absolutely essential for the survival and effectiveness of nonprofit agencies.

The elements that shaped Menorah Medical Center and helped it thrive – passion for excellence, reverence for learning, commitment to justice and nondiscrimination, and dedication to charity and acts of loving kindness – live on through the mission of the Jewish Heritage Foundation.

Program and core grants are made in three primary areas: • Kansas City Jewish agencies• General community emergency assistance• Senior services in the general community

JEWISH HERITAGE FOUNDATION

The mission of the Jewish Heritage Foundation is to promote health and general well-being in the Kansas City metropolitan area, with a priority to serve the Jewish community.

• Beginning with $29 million in 1994, the Jewish Heritage Foundation has fulfilled its stated mission by distributing almost $39 million to Kansas City area nonprofits, with the majority of the funds allocated for Jewish agencies and programs.

• Through the grant making process, Jewish Heritage Foundation has served over 400 Kansas City agencies.

• The Jewish Heritage Foundation fund balance at the end of 2013 was $38 million.

Impact Beyond Numbers

Village Shalom Exercise

Jewish CommunityCenter HeritageCenter Art Show

KU Hillel Rock ChalkShabbat

5801 W. 115th Street, Suite 104 • Overland Park, Kansas 66211

P: 913.327.8245 • F: 913.327.8273 • jcfkc.org • facebook.com/jcfkc

jewish community foundation 2013 annual report

Documents