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2011 Annual Report - Jewish Community Foundation

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a place for you<br />

<strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong> <strong>2011</strong> <strong>Annual</strong> <strong>Report</strong><br />

Leadership<br />

Executive Director’s & President’s Message .................................................................... 2<br />

Mission & Vision ............................................................................................................ 3<br />

In Memoriam ................................................................................................................... 3<br />

Board of Trustees ........................................................................................................... 4<br />

Celebrating the Past, Present & Future ........................................................................... 6<br />

Individual Donors<br />

Donor Advised Funds ...................................................................................................... 8<br />

Donor Advised Fund – Your Charitable Giving Account ................................................ 13<br />

B’nai Tzedek Funds ......................................................................................................... 13<br />

Charitable Remainder Trusts .......................................................................................... 16<br />

Charitable Gift Annuities ............................................................................................... 16<br />

Future Commitments ...................................................................................................... 17<br />

<strong>Community</strong> Organizations<br />

Agency Partners .............................................................................................................. 18<br />

Restricted Funds .............................................................................................................. 18<br />

Bushman <strong>Community</strong> Endowment Program .................................................................. 21<br />

<strong>Community</strong> Funders<br />

Supporting <strong>Foundation</strong>s .................................................................................................. 22<br />

<strong>Community</strong> Legacy Funds .............................................................................................. 22<br />

G3 Summit: The Women’s Guide to Good Giving .......................................................... 24<br />

Grants A-Z ...................................................................................................................... 25<br />

North American <strong>Jewish</strong> <strong>Community</strong><br />

A Year of National Prominence & Recognition .............................................................. 26<br />

Statement of Financial Position ....................................................................................... 28


2<br />

Dear Friends,<br />

We often say that you are the <strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong>. But what do we mean by<br />

that? The services we provide and relationships we have developed with individuals, families<br />

and organizations across Kansas City and beyond are varied. Like a comfortable home<br />

with many doors and windows, there are many ways to enter, it’s warm inside and there is<br />

always a place for you!<br />

Together, we accomplish so much,<br />

doing more than we could alone.<br />

We owe our success to thoughtful<br />

planning and to the many relationships<br />

we have based on trust and<br />

mutual respect with people like you.<br />

This year, we revisited our strategic<br />

plan, updating it and reinvigorating<br />

our goals to reflect the changing<br />

realities of our community. The<br />

process of planning alone was very<br />

instructional and helped us look at<br />

how our activities and our goals are<br />

aligned. The plan represents real<br />

aspirations of what we would like to see the <strong>Foundation</strong> become, and our updated mission<br />

statement on the following page reflects this.<br />

Also fundamental to our success, are those inter-connected layers of trust – based relationships<br />

that extend far into the <strong>Jewish</strong> world to reinforce the values of charitable giving and<br />

to develop the financial resources to bring those values to life. They begin with a strong<br />

core – the relationships between the <strong>Foundation</strong>’s staff and volunteer leadership – and<br />

extend out to include our connections with individual donors, community organizations,<br />

other <strong>Jewish</strong> communal funders, and even to the greater North American <strong>Jewish</strong> community.<br />

Wherever you find yourself within these <strong>Jewish</strong> “communities”, we extend our welcome<br />

to you and invite you inside to become a part of the <strong>Foundation</strong> family. The doors (and<br />

windows!) are always open and there is a place for you!<br />

Ronald W. Goldsmith<br />

President<br />

Lauren Mattleman Hoopes<br />

Executive Director


OUR MISSION<br />

The mission of the <strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong> of Greater Kansas City is to promote the<br />

practice of tzedakah (righteousness, charity) and the pursuit of tikkun olam (repairing the<br />

world) by serving as the central resource and advocate for planned giving and endowments<br />

in the Kansas City <strong>Jewish</strong> community. We accomplish this by:<br />

Building the financial resources to promote sustainable <strong>Jewish</strong> communal<br />

organizations and programs;<br />

Engaging, educating and inspiring multiple generations of givers throughout the<br />

<strong>Jewish</strong> community; and<br />

Providing creative philanthropic planning expertise to individuals and families to<br />

assist them in achieving their charitable goals.<br />

OUR VISION<br />

The vision of the <strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong> of Greater Kansas City is to foster, sustain<br />

and ensure a strong and vibrant <strong>Jewish</strong> community for today and for generations to come.<br />

IN MEMORIAM<br />

Leadership<br />

We remember with sadness the members of our <strong>Foundation</strong> family whom we lost in <strong>2011</strong>.<br />

We were indeed blessed by their love of community and generous spirit.<br />

Maria Devinki<br />

Jacob Friedman<br />

Phillip L. Gershon<br />

a place for ...<br />

Ruth Gruenebaum<br />

Helen S. Guckenheimer<br />

Norman B. Kahn, Sr.<br />

Judith & Martin Levy<br />

Lore Mallin<br />

Frank I. Zoglin<br />

3


4<br />

<strong>2011</strong><br />

OFFICERS<br />

Ronald W. Goldsmith, President<br />

Alice Jacks Achtenberg, Vice President<br />

Jeffrey S. Alpert, Vice President<br />

Irvin V. Belzer, Vice President<br />

Bernard P. Erdman, Vice President<br />

L. Joshua Sosland, Vice President<br />

BOARD OF TRUSTEES<br />

Lewis A. Berey<br />

Fred S. Bodker<br />

William E. Carr, ex-officio<br />

Ronald L. Coppaken<br />

Gary H. Cortes<br />

Ann L. Darke<br />

Arthur B. Federman<br />

David R. Goodman<br />

Michael Gortenberg<br />

James Greenwood<br />

LIFE TRUSTEES<br />

Merilyn Berenbom<br />

Stanley J. Bushman<br />

Sanford L. Cohn<br />

Norman B. Kahn*<br />

Ward A. Katz<br />

Sharon Greenwood<br />

Lynn Intrater<br />

Ann Slegman Isenberg<br />

John D. Isenberg<br />

Howard T Jacobson<br />

Marcia Karbank<br />

Steven M. Karbank<br />

Allen L. Lefko<br />

Peter S. Levi<br />

David R. Levy<br />

Richard M. Levin<br />

George A. Lieberman<br />

William B. Lowenstein<br />

Karen D. Pack<br />

Elaine Polsky<br />

Bush C. Helzberg, Treasurer<br />

Michael A. Schultz, Immediate Past President<br />

Lauren Mattleman Hoopes,<br />

Secretary & Executive Director<br />

Todd L. Stettner, Assistant Secretary<br />

Frank W. Lipsman<br />

Linda B. Lyon<br />

Howard E. Mayer<br />

Alana R. Muller<br />

Ronna Nussbaum<br />

Robert V. Palan<br />

David M. Porter<br />

Joe Zwillenberg<br />

Michael A. Schultz<br />

Morton I. Sosland<br />

Joel D. Vile<br />

Stanford A. Zeldin


2012<br />

OFFICERS<br />

Ronald W. Goldsmith, President<br />

Alice Jacks Achtenberg, Vice President<br />

Jeffrey S. Alpert, Vice President<br />

Irvin V. Belzer, Vice President<br />

Bernard P. Erdman, Vice President<br />

L. Joshua Sosland, Vice President<br />

BOARD OF TRUSTEES<br />

Sarah Z. Beren<br />

Lewis A. Berey<br />

Fred S. Bodker<br />

Ronald L. Coppaken<br />

Gary H. Cortes<br />

Ann L. Darke<br />

Arthur B. Federman<br />

David R. Goodman<br />

Sharon Greenwood<br />

Lynn Intrater<br />

PAST PRESIDENTS<br />

Nathan Rieger* 1959-1964<br />

Hyman Brand* 1964-1968<br />

Morris Cohen* 1968-1972<br />

Edward A. Smith* 1972-1977<br />

Morton I. Sosland 1977-1980<br />

H. Paul Rosenberg* 1980-1984<br />

Donald H. Tranin* 1984-1991<br />

STAFF<br />

Ann Slegman Isenberg<br />

John D. Isenberg<br />

Howard T Jacobson<br />

Marcia Karbank<br />

Steven M. Karbank<br />

William B. Kort<br />

Peter S. Levi<br />

David R. Levy<br />

Frank W. Lipsman<br />

Linda B. Lyon<br />

Bush C. Helzberg, Treasurer<br />

Michael A. Schultz, Immediate Past President<br />

Lauren Mattleman Hoopes,<br />

Secretary & Executive Director<br />

Todd L. Stettner, Assistant Secretary<br />

Aaron March<br />

Howard E. Mayer<br />

Alana R. Muller<br />

Ronna Nussbaum<br />

Robert V. Palan<br />

David M. Porter<br />

Miriam Scharf, ex-officio<br />

Joe Zwillenberg<br />

William B. Lowenstein 1991-1994<br />

Arthur Brand* 1994-1997<br />

Stanley J. Bushman 1997-2000<br />

Stanford A. Zeldin 2000-2003<br />

Merilyn Berenbom 2003-2006<br />

Michael A. Schultz 2006-2009<br />

Lauren Mattleman Hoopes, Executive Director<br />

Diane M. Azorsky, Assistant Executive Director & Director of <strong>Community</strong> Endowments<br />

Kevin Taylor, Chief Financial Officer<br />

Beatrice Fine, Director of Funder Services & Education<br />

Roberta Pollack Goller, Staff Accountant<br />

Brooke Hardy, Communications Manager<br />

Antoinette Starks, Administrative Assistant<br />

* of blessed memory<br />

5


6<br />

Celebrating the Past, Present & Future<br />

On Tuesday evening, December 6, <strong>2011</strong>, members of the <strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong><br />

gathered to install the coming year’s Board of Trustees and re-dedicate the <strong>Foundation</strong>’s<br />

Donor Wall of Honor.<br />

The elegant Wall located in the foyer of the <strong>Jewish</strong> <strong>Community</strong> Campus recognizes caring<br />

and committed members of our community who have arranged to create a permanent<br />

endowment at the <strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong> of $25,000 or more. These gifts will<br />

ultimately benefit the <strong>Foundation</strong>, the <strong>Jewish</strong> Federation, our donors’ synagogues and many<br />

of our <strong>Jewish</strong> communal organizations.<br />

Ron Goldsmith, President of the Board of Trustees, reflected upon the collective impact<br />

of the more than 300 donors whose names are proudly displayed on the Wall:<br />

“For 52 years the <strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong> has<br />

been guided by the Talmudic quote… ‘As my ancestors<br />

planted for me before I was born, so do I plant for those<br />

who come after me.’ We have been the beneficiaries of<br />

the wisdom and foresight of many leaders and donors<br />

who have brought us to where we are today, many of<br />

whom are listed on the Wall. Now it is our turn. We<br />

have all pursued our own personal paths within the<br />

<strong>Jewish</strong> community. But together we have built and sustained<br />

the full complement of <strong>Jewish</strong> communal institutions<br />

and synagogues in Kansas City. And together<br />

through our planned gifts we are investing<br />

in vibrant <strong>Jewish</strong> life for the future.”


8<br />

DONOR ADVISED FUNDS<br />

a place for<br />

...<br />

1215 Fund<br />

507 Fund<br />

Allen Abend Fund<br />

Achtenberg Family Donor Advised Fund<br />

Herb Adler Donor Advisory Fund<br />

Dr. Mark & Nancy Aeder Philanthropic Fund<br />

Cathy & Jeff Alpert Donor Advised Fund<br />

Meredith & Jonathan Angrist<br />

Donor Advised Fund<br />

Diane & Steve Azorsky Charitable Fund<br />

Harry & Ruth Baker Philanthropic Fund<br />

Ronald Baker Philanthropic Fund<br />

Irvin V. Belzer & Sue McCord-Belzer<br />

Donor Advised Fund<br />

BenPaul Charitable Fund<br />

Loren & Merilyn Berenbom<br />

Philanthropic Fund<br />

Max & Doreen Berenbom<br />

Donor Advised Fund<br />

Carol & Lewis Berey Family Fund<br />

Jeff & Jamie Berg Donor Advised Fund<br />

Bergman Family Charitable Fund<br />

Fred Berman Memorial Fund<br />

Bernard Family Fund<br />

Bernstein Rein Charitable Fund<br />

Leonard & Irene Bettinger<br />

Philanthropic Fund<br />

Blitt Family Donor Advised Fund<br />

Allen J. & Gloria L. Block Charitable Fund<br />

David M. Block Philanthropic Fund<br />

Blue indicates new funds for <strong>2011</strong><br />

Individual Donors<br />

James H. & Rae V. Block Charitable Fund<br />

Kenneth & Lisa Block Philanthropic Fund<br />

Helen Blond Special Fund<br />

Jacob & Elizabeth Blum Philanthropic Fund<br />

Michael & Jenifer Blum Philanthropic Fund<br />

Fred & Cynthia Bodker Charitable Fund<br />

Harvey S. & Beverly R. Bodker<br />

Philanthropic Fund<br />

Edith & Lewis Bratt Family Fund<br />

Daniel L. Brenner Family Fund<br />

Jacob & Frances O. Brown Family Fund<br />

Martin & Helen Brown Charitable Fund<br />

Phillip & Peedee Brown Fund<br />

Herb & Bonnie Buchbinder<br />

Donor Advisory Fund<br />

Bushman - Block Philanthropic Fund<br />

Stanley J. Bushman Philanthropic Fund<br />

Philip & Dorothy Byer Philanthropic Fund<br />

Byers Family Donor Advised Fund<br />

Cantor’s Award Fund<br />

Bill & Robin Carr Philanthropic Fund<br />

Arnold & Carol Caviar Donor Advised Fund<br />

Chaykin Family Charitable Fund<br />

Jonathan & Ellen Chilton<br />

Family Donor Advised Fund<br />

Barton P. Cohen & Mary Davidson Cohen<br />

Charitable Fund II<br />

Donna Gould Cohen Fund<br />

Jeannette & Jerome Cohen<br />

Philanthropic Fund


Thomas M. Cohen Charitable <strong>Foundation</strong><br />

Sanford L. & Barbara L. Cohn<br />

Philanthropic Fund<br />

Louis & Dorothy Cumonow <strong>Foundation</strong> Fund<br />

Cutler Family Charitable Fund<br />

Marida Cutler Charitable Fund<br />

Dr. Mark & Diane Davidner<br />

Donor Advised Fund<br />

Ron & Sheryl Davidow Charitable Fund<br />

Devinki Family Philanthropic Fund<br />

Robert D. & Kathy DeWitt<br />

Donor Advised Fund<br />

Dimbert Family Donor Advised Fund<br />

Marian Durbin Philanthropic Fund “A”<br />

Marian Durbin Philanthropic Fund “B”<br />

Alan Edelman & Debbie Sosland-Edelman<br />

Philanthropic Fund<br />

Even ha-Ezel Donor Advised Fund<br />

Katja Edelman Donor Advised Fund<br />

Dr. Gustave & Elinor Eisemann<br />

Philanthropic Fund<br />

Friends of Dr. Gustave Eisemann<br />

Charitable Fund<br />

Ellis-Fine Family Fund<br />

Bernard P. & Joan E. Erdman<br />

Family Charitable Fund<br />

Cara & Andy Ernstein Donor Advised Fund<br />

Arthur & Diane Federman<br />

Donor Advised Fund<br />

Isak & Ann Federman Family Fund<br />

Feingold Family Fund<br />

June & Isaac Feinsilver Fund<br />

Eddie & Gloria Baker Feinstein Family Fund<br />

Paul Fingersh & Brenda Althouse<br />

Donor Advised Fund<br />

Pella & Jack Fingersh Fund<br />

Herbert & Beverly Fishman<br />

Philanthropic Fund<br />

Michael & Marlene Fishman Family Fund<br />

Paul & Doris Flam Donor Advisory Fund<br />

Jonathan Freiden & Rebecca Dragon-Freiden<br />

Charitable Fund<br />

Seth & Robyn Freiden Donor Advised Fund<br />

Dr. Robert H. & Carole S. Freilich Fund<br />

Dr. John & Hillary Fried Philanthropic Fund<br />

Elinor & Sherrill Friedman Family Fund<br />

Andy Fromm & Laurie Bomba<br />

Charitable Fund<br />

Bernie Fromm Donor Advised Fund<br />

Bill & Jackie Fromm Donor Advised Fund<br />

Jeff & Rhonda Fromm Donor Advised Fund<br />

Galblum Family Charitable Fund<br />

Sandy & Steven Geduldig<br />

Donor Advised Fund<br />

Cynthia F. & Joseph M. Gensheimer Fund<br />

Frances Gershon Freiden Klein Fund<br />

Gershun-Goldman Family Tzedakah Fund<br />

Gerson 4G Donor Advised Fund<br />

David Gerson Family Donor Advised Fund<br />

James & Katharine Gerson<br />

Donor Advisory Fund<br />

Dana Gibson Donor Advised Fund<br />

B. William & Cheryl Ginsberg<br />

Charitable Fund<br />

Glazer Donor Advisory Fund<br />

Karen R. Glickstein & Donald J. Swartz<br />

Family Charitable Fund<br />

Miriam & Robert M. Glueck<br />

Philanthropic Fund<br />

Merrill B. Goldberg Donor Advised Fund<br />

Stanley L. & Geraldine Goldberg<br />

Family Fund<br />

Stanley & Carolyn Goldman<br />

Donor Advised Fund<br />

Jeff & Jessica Goldsmith Philanthropic Fund<br />

Michelle Goldsmith Philanthropic Fund<br />

Ronald & Susan Goldsmith<br />

Philanthropic Fund<br />

Edward J. Goldstein Donor Advised Fund<br />

Goller Family Philanthropic Fund<br />

Barney Goodman Donor Advised Fund<br />

David R. Goodman Donor Advisory Fund<br />

Sophia Goodman Fund<br />

Todd S. Goodman Charitable Gift Fund<br />

Karen & Michael Gortenburg<br />

Donor Advised Fund


10<br />

DONOR ADVISED FUNDS CONTINUED<br />

Rudy & Phyllis Green Donor Advised Fund<br />

Jim & Sharon Greenwood Philanthropic Fund<br />

Drs. Sheldon Grossman & Sharon Prohaska<br />

Philanthropic Fund<br />

Ruth & Herbert Gruenebaum<br />

Donor Advised Fund<br />

Allen & Gail Gutovitz Charitable Fund<br />

Richard & Reta Hans Fund<br />

Barnett C. Helzberg, Jr. Donor Advised Fund<br />

Bush & Jamie Helzberg Fund<br />

Charles M. Helzberg Philanthropic Fund<br />

Reesa & John Helzberg Donor Advisory Fund<br />

Shirley & Barnett Helzberg, Jr.<br />

Donor Advisory Fund<br />

Drs. Steven & Janice Hendler<br />

Charitable Fund<br />

Heritage Donor Advised Fund<br />

Gail & Harry Himmelstein<br />

Philanthropic Fund<br />

John W. Hoopes & Lauren Mattleman Hoopes<br />

Donor Advised Fund<br />

Herbert & Brita B. Horowitz<br />

Philanthropic Fund<br />

William & Lynn Intrater<br />

Donor Advised Fund<br />

John & Jennifer Isenberg Philanthropic Fund<br />

Tom & Ann Isenberg Donor Advisory Fund<br />

Vera Isenberg Donor Advised Fund<br />

The Family of Alan & Cyndie Jacobs Fund<br />

Anne & Michael Jacobs Donor Advisory Fund<br />

Sherri Jacobs Donor Advised Fund<br />

Deborah S. Jacobson Memorial <strong>Foundation</strong><br />

Eddie Jacobson Memorial Fund<br />

Elliot & Ann Jacobson Fund<br />

John & Trudy Jacobson <strong>Foundation</strong> Fund<br />

Richard & Ali Jacobson Philanthropic Fund<br />

Rosalyn & Howard Jacobson<br />

Donor Advisory Fund<br />

JAZ-MD Fund<br />

JELMP Charitable Fund<br />

J-LEAD Fund<br />

Norman B. Kahn Visionary Fund<br />

Norman B. & Sybil K. Kahn Special Fund<br />

Abe & Catherine Kaplan Philanthropic Fund<br />

Harvey L. & Michele Kaplan<br />

Donor Advised Fund<br />

Helen & Sam Kaplan Memorial Fund<br />

Phil & Ruth Kaplan Donor Advised Fund<br />

Karbank Family Fund<br />

Marcia S. Karbank & Joseph T. Smuckler Fund<br />

Octavio Karbank <strong>Foundation</strong><br />

Steven Karbank <strong>Foundation</strong><br />

Isaac & Minnie Katz Family <strong>Foundation</strong><br />

Marlene & Stanley Katz Donor Advised Fund<br />

Tamar Katz Donor Advised Fund<br />

Andrew B. & Lynn Kaufman<br />

Philanthropic Fund<br />

Michael Klein Philanthropic Fund<br />

Koenigsberg Fund<br />

Regina M. & William B. Kort<br />

Donor Advised Fund<br />

Stephen & Ellen Kort Family Fund<br />

Alan & Judy Kosloff Philanthropic Fund<br />

Irwin & Sylvia Kotelov Family Fund<br />

Kramer Family Fund<br />

Krigel Family Charitable Fund<br />

Melvin E. & Sevi R. Krigel Endowment Fund<br />

Lefko Family Charitable Fund<br />

Sandy & Joel Leibsohn Donor Advised Fund<br />

Gary & Jo Ellen Leifer Donor Advised Fund<br />

Dr. Harry B. & Ralph H. Levey<br />

Philanthropic Fund<br />

Adele B. Levi Donor Advised Fund<br />

Peter & Enid Levi Donor Advised Fund<br />

Diane & Michael Levin Fund<br />

Bernard & Joan Levine Donor Advised Fund<br />

David N. & Lillian Lieberman<br />

Philanthropic Fund<br />

Floriene & George Lieberman<br />

Charitable Fund<br />

Eugene & Marjorie Lipsky<br />

Philanthropic Fund<br />

Frank Lipsman & Janet Mark<br />

Donor Advised Fund


Beth & Michael Liss Donor Advised Fund<br />

Frank Loeffler & Phyllis Carozza<br />

Philanthropic Fund<br />

Babs & Bill Lowenstein<br />

Donor Advisory Fund<br />

Reed Lowenstein & Melanie Hanan<br />

Philanthropic Fund<br />

Richard & Gail Lozoff Donor Advised Fund<br />

Linda B. Lyon Charitable Fund<br />

Lore & Mel Mallin Fund<br />

Mayer Family Philanthropic Fund<br />

Howard & Vicky Mayer Philanthropic Fund<br />

Brooke Tivol McGrath Legacy Fund<br />

Michael & Sharon Milens Philanthropic Fund<br />

Morgenstern Family Donor Advised Fund<br />

A. Martin & Corinne M. Morgenstern<br />

Family Charitable Fund<br />

Jules Moskowitz & Beti A. Weber<br />

Donor Advised Fund<br />

Lewis & Susan Nerman Philanthropic Fund<br />

Margaret & Jerome Nerman<br />

Philanthropic Fund<br />

Larry & Ronna Nussbaum<br />

Philanthropic Fund<br />

R. L. Onikul <strong>Foundation</strong><br />

Steven & Karen Pack Family Fund<br />

Robert & Barbara Palan Donor Advised Fund<br />

Parris Family Donor Advised Fund<br />

Jennifer & Steven Paul<br />

Family Donor Advised Fund<br />

Joel & Brenda Pelofsky Donor Advised Fund<br />

Barbara & Oscar Pinsker Fund<br />

“Philanthropy has been a major priority for me all my life,<br />

no matter what the amount. Having a Donor Advised Fund<br />

at the <strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong> is a wonderful way<br />

to take control of all my giving now and in the future.<br />

It is convenient, practical, and allows me a way to leave a<br />

legacy so that those who oversee my fund after I’m gone<br />

can preserve my philanthropic intentions.” – Robin Onikul<br />

Larry & Ellen Polsky Philanthropic Fund<br />

Norman & Elaine Polsky Fund<br />

Carol & David Porter Donor Advised Fund<br />

Porter-Gill-Hill <strong>Foundation</strong><br />

Harry Portman Philanthropic Fund<br />

Harold & Janet Price Family Fund<br />

Dr. Edward & Merry Prostic<br />

Philanthropic Fund<br />

Robinow Family Donor Advisory Fund<br />

Robinson Family Donor Advised Fund<br />

Jeannine Robinson Charitable Fund<br />

Edward S. Rose Family Fund<br />

Herman S. & Muriel R. Rose<br />

Philanthropic Fund<br />

Barbara & H. Paul Rosenberg<br />

Philanthropic Fund<br />

William & Kathi Rosenberg<br />

Donor Advised Fund<br />

Howard & Brenda Rosenthal<br />

Family <strong>Foundation</strong><br />

Dorothy Rosenwald Donor Advisory Fund<br />

Arlene & John Rubenstein Family Fund<br />

Arlen & Elaine Cohen Rubin Charitable Fund<br />

Gerean Rudnick Fund<br />

Eugene M. & Marjorie E. Sackin Fund<br />

Daniel & Miriam Scharf Philanthropic Fund<br />

William & Fani Schifman<br />

Donor Advisory Fund<br />

Vivien & Daniel Schlozman<br />

Donor Advised Fund<br />

Schoenfeld Family Philanthropic Fund<br />

Michael & Cathy Schultz Philanthropic Fund


12<br />

DONOR ADVISED FUNDS CONTINUED<br />

Sam & Sonia Schultz Fund<br />

Alan & Tracy Shafton Family Fund<br />

Isadore & Charlotte Shafton Memorial Fund<br />

Peter & Amy Shapiro Donor Advised Fund<br />

Shaw Family <strong>Foundation</strong><br />

Anne Rosenthal & Scott Sher<br />

Donor Advised Fund<br />

The Shifra Philanthropic Fund<br />

Siegler Family Donor Advised Fund<br />

Signoff Fund<br />

Slabotsky Family Charitable Fund<br />

Susan & Neil Sloman Philanthropic Fund<br />

Myron N. & Elaine K. Slotsky <strong>Foundation</strong><br />

Slutsky Family Donor Advised Fund<br />

Edward A. & Beth K. Smith Fund<br />

Sosland <strong>Foundation</strong> Fund<br />

Blanche & Neil Sosland Donor Advised Fund<br />

David & Rachel Sosland Philanthropic Fund<br />

Jeffrey & Mindy Sosland Philanthropic Fund<br />

Joshua & Jane Sosland Philanthropic Fund<br />

Stahl Family Fund<br />

Stein Family Fund<br />

Daniel & Ann Stern Fund<br />

Eugene & Gerre Strauss Philanthropic Fund<br />

Harry B. & Anna C. Strauss<br />

Philanthropic Fund<br />

Marvin Szneler Donor Advised Fund<br />

Thalblum Family Tzedakah Fund<br />

“Opening a Donor Advised Fund was an<br />

important step for our family’s charitable<br />

giving. We love the convenience of using<br />

our fund to make grants to a multitude<br />

of <strong>Jewish</strong> and non-<strong>Jewish</strong> organizations.<br />

Supporting our community through the<br />

<strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong> is very<br />

important to us.” – Tracy and Alan Shafton<br />

Harold & Ruth Tivol Philanthropic Fund<br />

Tranin Family Philanthropic Fund<br />

Earl J. & Leona K. Tranin Special Fund<br />

Two Sams <strong>Foundation</strong><br />

Uhlmann Family Fund<br />

John Weil Uhlmann Family Fund<br />

Patricia Werthan Uhlmann<br />

Donor Advised Fund<br />

Hy & Bella Vile Philanthropic Fund<br />

Hy & Bella Vile Legacy Fund<br />

Joel & Sue Vile Philanthropic Fund<br />

VSDR Fund<br />

Wacknov Family Donor Advised Fund<br />

Jane L. Weinberg & Jill Jacob<br />

Philanthropic Fund<br />

Barbara & Jeff Weiner Donor Advised Fund<br />

Lewis & Shirley White Donor Advised Fund<br />

Wilk Family Philanthropic Fund<br />

Mindy & Josh Wilson Donor Advised Fund<br />

Dr. Herbert & Phyllis Winer<br />

Philanthropic Fund<br />

Joel Winston & Kacy Childs-Winston<br />

Donor Advised Fund<br />

Wolff Family Charitable Fund<br />

Toma & Andy Wolff Donor Advised Fund<br />

Stan & Joyce Zeldin Philanthropic Fund<br />

Zoglin Family Fund<br />

(Mollie, Frank, Ron & Robert)<br />

Joseph & Julie Zwillenberg Family Fund


THE DONOR ADVISED FUND –<br />

YOUR CHARITABLE GIVING ACCOUNT<br />

It’s Easy * It’s Flexible * It’s Smart * It’s New & Improved<br />

Open your own fund with a minimum gift of $5,000! If you’re 35 years old or younger you<br />

can open your own fund with $2,500!<br />

• Create a Donor Advised Fund easily with a tax deductible contribution of $5,000 or<br />

more ($2,500 if you’re 35 or younger), in cash or stock.<br />

You can make gifts from your Fund to your favorite charities – local, national, <strong>Jewish</strong> or<br />

secular. You can begin making gifts to charity right away or you can grow your Fund for<br />

future giving.<br />

Your Fund is professionally invested with a solid track record.<br />

JCF will match one grant to the <strong>Jewish</strong> organization of your choice in an amount equal<br />

to 10% of your initial contribution (up to $1,000).<br />

B’NAI TZEDEK FUNDS<br />

Amy Abrams<br />

Moriah Abrams<br />

Sam Abrams<br />

Rebecca Jacks Achtenberg<br />

Robert Aeder<br />

Benjamin Allen<br />

Molly Oberstein Allen<br />

David Fine Alpert<br />

Isaac Alpert<br />

Solomon Alpert<br />

Doug Altman<br />

Jessica Altman<br />

Joshua Altman<br />

Scott Morgan Altman<br />

Benjamin Antes<br />

Jeffrey Appelbaum<br />

Helen Arnold<br />

Darby Asner<br />

Nathan Isaac Atherton<br />

Andrew Azorsky<br />

Hannah Azorsky<br />

Joshua Azorsky<br />

Rose Azorsky<br />

Brooke Badzin<br />

Austin Baker<br />

Gabrielle Baker<br />

Lauren Baraban<br />

Mollie Allison Barouh<br />

Rachel Bayer<br />

Haley Becker<br />

Jacob Bell<br />

Jillian Benson<br />

Katherine Berenbom<br />

Sarah Berkowitz<br />

Ben Bernard<br />

Daniel Bernard<br />

Rachel Brittany Bernard<br />

Shira Bernard<br />

Aaron Bigus<br />

Alexander Bigus<br />

Elizabeth Bigus<br />

Emily Binshtok<br />

Dorianna Blitt<br />

Alexander Block<br />

Jacob Block<br />

Zachary A. Block<br />

Ariel Bodker<br />

Ellie Bodker<br />

Ilana S. Bodker<br />

Jessica Bodker<br />

Mallory J. Bodker<br />

Michael Bodker<br />

Emory Russell Bohs<br />

Caitlin Bold<br />

Kylie Bold<br />

Piper Bold<br />

Hannah Bolter<br />

13


14<br />

B’NAI TZEDEK FUNDS<br />

CONTINUED<br />

Rachel Beth Bolter<br />

Brett Bond<br />

Nathan Boresow<br />

Hannah Bortnick<br />

Lyndse Bortnick<br />

Ashur Bratt<br />

Charles Bronstein<br />

Morrie Bronstein<br />

Brianna P. Brown<br />

Jonathan Bush<br />

Gabi Cabell<br />

Natalie Cabell<br />

Alora Cain<br />

Samantha Campbell<br />

Louis Schlezinger<br />

“Chip” Cantor<br />

Rachel Cantor<br />

Mollie Chesis<br />

Jonah Chilton<br />

Justin Cohen<br />

Michael E. Cohen<br />

Tessa Cohen<br />

Jeff Cole<br />

Benjamin Conley<br />

Jason Conley<br />

Brandon Cosner<br />

Justin Cosner<br />

Jacob Courtney<br />

Carly Cubbage<br />

Clay Cubbage<br />

Jaquelyne Cutler<br />

Marla Daniels<br />

Jonas Davidow<br />

Hannah Dolginoff<br />

Jonathan G. Edelman<br />

Katja Edelman<br />

Emma Eisemann<br />

Josh Eisemann<br />

Noah Eisemann<br />

Hersh Ellis<br />

Jonah Elyachar<br />

Sarah R. Elyachar<br />

Lenni Enslein<br />

Daniel Eveloff<br />

Emily Eveloff<br />

Hannah Feldman<br />

Timothy Fine<br />

Marla Fisherowitz<br />

Danny Flappan<br />

Jacob Flekier<br />

Max Fogel<br />

Eli S. Fried<br />

Gabrielle Fried<br />

Joshua Fried<br />

Maggie Fried<br />

Bradley Friedman<br />

Melissa Friedman<br />

Rachelle Friedman<br />

Abby Fromm<br />

Laura Fromm<br />

Scott Fromm<br />

Drew Gaddie<br />

Ari Gaffen<br />

Suzanne Galblum<br />

Robert Garon<br />

Michael Geduldig<br />

Jennifer Geller<br />

Jonathan Geller<br />

Josh Geller<br />

Juliana Gensheimer<br />

Alex Gershon<br />

Brooke Gershon<br />

Jacob Gerson<br />

Levi Gerson<br />

Seth Gilgus<br />

Lindsay Gill<br />

Emma R. Girson<br />

Joshua Lee Girson<br />

Jessica Rachael Glueck<br />

Katie Glueck<br />

Daniel Goldberg<br />

Elana Goldberg<br />

Steven Goldberg<br />

Matthew Golden<br />

Alexandra Goldman<br />

Sarah Goldman<br />

Bailey Goldstein<br />

Kyle Goldstein<br />

Morgan Goldstein<br />

Rachel Erin Goldstein<br />

Sydney Goldstein<br />

Imrie Goller<br />

Sarah E. Gorn<br />

Hannah Gortenberg<br />

Isaac Gortenburg<br />

Naomi Grant<br />

Avery Lynn Gray<br />

Spencer S. Green<br />

David Gressgott<br />

Jaclyn Andrea Haith<br />

Joshua Haith<br />

Brianna Hakan<br />

Daniel Hakan<br />

Carolyn Hamburg<br />

Daniel Hamburg<br />

Shayna Hamburg<br />

Shandra Haner<br />

Benjamin Haney<br />

Mackenzie Haun<br />

Alison Kempf Haxton<br />

David Helfand<br />

Margo Hellman<br />

Sarah Hellman<br />

James H. Helzberg<br />

Matthew Hendler<br />

Sadye Hendler<br />

Asher Herbet<br />

Joshua Herbet<br />

Maggie Herman<br />

Sarah Herman<br />

Seth Hermanson<br />

John I. Hjalmarson<br />

David Holzman<br />

Alexandra E. Hoopes<br />

Nathaniel Hoopes<br />

Shaye Horwitz<br />

Katie Intrater


Lauren Intrater<br />

Adam Isenberg<br />

Allison Isenberg<br />

Gregory Brett Jacobs<br />

Joseph Jacobson<br />

Clare Jordan<br />

Leah Jordan<br />

Kara Kahn<br />

Mark Kanter<br />

Alex Kaplan<br />

Emily Kaplan<br />

Eric Kaplan<br />

Rachel Kaplan<br />

Anna Kaseff<br />

Ethan Kaseff<br />

Joshua Kaseff<br />

Lainie Kaseff<br />

Rachel A. Kaseff<br />

Zachary Kaseff<br />

Ashley Katz<br />

Tamar Y. Katz<br />

Adam M. Katzenberg<br />

Rose Kenneally<br />

Anna Kershenbaum<br />

Andrew Isaac Kershenbaum<br />

Katie Kershenbaum<br />

Jordan Kivett<br />

Elle Kolkin<br />

Elliot Kort<br />

Jessica Kruger<br />

Melanie Kulick<br />

Samuel Kulikov<br />

Emily Lawless<br />

Michael Lebovitz<br />

Jeff Lefko<br />

Jonny Lefko<br />

Lissa Leibson<br />

Adam Levin<br />

Ben Levin<br />

Blaine Levin<br />

Elizabeth Levin<br />

Jarret Levin<br />

Adam Levine<br />

Elliot Levine<br />

Samantha Levine<br />

Demi Levitch<br />

Anna Rachel Levitt<br />

Ellie Levitt<br />

Jenny Levitt<br />

Lily Jewel Lieberman<br />

Danielle Lipsman<br />

Jacob Lipsman<br />

Paige Lowenstein<br />

Sari Lowenstein<br />

Melissa Mallin<br />

Zachary Mallin<br />

Kate Mandel<br />

Aron Mandelbaum<br />

Sarah Mann<br />

Micah Margolies<br />

Madeline E. Mayer<br />

Samuel Mendel<br />

Adam Mendelsohn<br />

Emily Mendelsohn<br />

Jessica Ellen Mielke<br />

Jacob Milgrim<br />

Ethan C. Miller<br />

Ariel Mittleman<br />

Briana Mittleman<br />

Emily Mora<br />

Avi Morgenstern<br />

Alex Moskowitz<br />

David Moskowitz<br />

Jordan Myer<br />

Jake Myron<br />

Kellen Naster<br />

William Nemitoff<br />

Sam Oellien<br />

Allie Oltsik<br />

Mark Osman<br />

Gracie Pack<br />

Alyxandra Paisner<br />

Danielle Parelman<br />

Sam Passer<br />

Lindsey Paul<br />

Michael Paul<br />

Ross Payne<br />

Alissa K. Pollack<br />

Jordan Pollack<br />

Stephanie Pollack<br />

Zac Pollack<br />

Sophia Porter<br />

Michael Portnoy<br />

Thomas Poskin<br />

Piper Rainen<br />

Sarah Elizabeth Rawitch<br />

Ben Reisler<br />

Gordon Reiz<br />

Emma Marie Reynolds<br />

Daniel Richey<br />

Ellie Rieber<br />

Daniel M. Rindner<br />

Aaron Shuel Robinow<br />

Hannah Robinow<br />

Joseph Robinow<br />

Rachel Rosenberg<br />

Carly Rosenstock<br />

Jesse B. Rosenstock<br />

Harrison M. Rosenthal<br />

Naftali Rosenthal<br />

Jeffrey Rubel<br />

Michael Rubel<br />

Lauren Ruben<br />

Sarah Rubin<br />

Daniel S. Sader<br />

Adam Samazin<br />

Alexandra Samazin<br />

Grant Sander<br />

Jennifer Sander<br />

Spencer Schanzer<br />

Dakota Schee<br />

Sarah Schlosberg<br />

Richie Schlozman<br />

Jessica Schneider<br />

Michael Schonwetter<br />

Gavri Schreiber<br />

Maya Schreiber<br />

Joseph J. Schumaker<br />

Alexander Schwartz<br />

15


16<br />

B’NAI TZEDEK FUNDS<br />

CONTINUED<br />

Zachary Shaiken<br />

Emma Shapiro<br />

Sophie Shapiro<br />

Adam Shemitz<br />

Sabina E. Shifrin<br />

David Shopmaker<br />

Joseph Craig Shopmaker<br />

Benjamin N. Siegel<br />

Paulina Siegel<br />

Alex Simon<br />

Benjamin Simon<br />

Eliana Simon<br />

Jared J. Singer<br />

Jenna Gabrielle Singer<br />

Megan Singer<br />

Noah Slabotsky<br />

Reuben Smith-Vaughan<br />

Ian Sneid<br />

Alexander Sokol<br />

Felicia Sokol<br />

Scott Soltz<br />

Lindsay Somberg<br />

Zach Somberg<br />

David Sommi<br />

Avi Sonnenschein<br />

Gabriella Sonnenschein<br />

Morgan Sonnenschein<br />

Pearl Sonnenschein<br />

Max Sosland<br />

Sam Sosland<br />

Trent Sterneck<br />

Jonah Stiel<br />

Micah Stiel<br />

Natalie Paige Strauss<br />

Sydney Strauss<br />

Miriam Swartz<br />

Jeremy Terman<br />

Jacob Tivol<br />

Hannah Towle<br />

Alex Tranin<br />

Emily Tranin<br />

Andrew Trenton<br />

Emily S. Trenton<br />

David Trout<br />

James P. Uhlman<br />

Allison Ullman<br />

Tiana Alayna Valdespino<br />

Elizabeth von Ende<br />

Jennifer von Ende<br />

Matthew von Ende<br />

Samantha Grace von Ende<br />

Kaley Wajcman<br />

Asher Jacob Weinbaum<br />

Kendra Weinstein<br />

CHARITABLE REMAINDER TRUSTS<br />

Paul & Doris Flam<br />

Herbert M. & Nancy C. Kohn<br />

CHARITABLE GIFT ANNUITIES<br />

Herb Adler<br />

William Edelman<br />

Jacob Friedman<br />

Paul N. & Elinor Gershon<br />

Larry & Margaret Goldstein<br />

Sam Gould<br />

Seymour & Marsha Krinsky<br />

Millie Kritzler<br />

Julius & Dorothy Loeffler<br />

Goldsmith Family<br />

Brittany Welch<br />

Benjamin White<br />

Chloe White<br />

Jordan White<br />

Melissa Krystel Whittemore<br />

Ben Wilinsky<br />

Kyle Jacob Winston<br />

Hayley Wizig<br />

Marissa Wizig<br />

Ari Wolf<br />

Lauren Wolfe<br />

Michael Wolfe<br />

Jessica Wolff<br />

Elizabeth Wolock<br />

Matthew Woolf<br />

Jared Wright<br />

Trevor Wright<br />

Federico Zepeda<br />

Ricardo Zepeda<br />

Brandon Zipper<br />

Dorothy Loeffler<br />

Cyril A. & Rowena Milens<br />

Larry & Rita Poisner


FUTURE COMMITMENTS<br />

Barbara & Richard Atlas<br />

Diane & Steve Azorsky<br />

Ronald & Dierdre Baker<br />

Sarah Z. Beren<br />

Merilyn & Loren Berenbom<br />

Phyliss Bernstein<br />

Irene Bettinger<br />

Leon Bloch Jr.<br />

Elizabeth & Jack Bohm<br />

Frances O. Brown<br />

Bonnie M. & Herbert Buchbinder<br />

Stanley J. Bushman<br />

Robin & William Carr<br />

Sanford L. & Barbara L. Cohn<br />

Ron & Denise Coppaken<br />

Robert S. Cutler<br />

Darke Family<br />

Maureen Durwood<br />

Alan Edelman & Debbie Sosland-Edelman<br />

William & Doris Edelman<br />

David Feingold<br />

Pella & Jack Fingersh<br />

Charles Gilbert & Lorelei Dean<br />

Stanley & Geraldine Goldberg<br />

Susan L. & Ronald W. Goldsmith<br />

Manko Goodman Family<br />

Gould Family<br />

Jim & Sharon Greenwood<br />

Greif Family<br />

Marc Hammer & Alana Muller<br />

Natalie & Hanan Hammer<br />

Amanda Hecht Palan<br />

Shirley & Barnett C. Helzberg, Jr.<br />

Charles M. Helzberg<br />

Gail Himmelstein<br />

John W. & Lauren Mattleman Hoopes<br />

Ben & Martin Jabenis<br />

Ann R. Jacobson<br />

Rosalyn & Howard T Jacobson<br />

Don Kahan<br />

Gina Kaiser & David Gale<br />

Florence Kaplan<br />

Barney & Rose Karbank<br />

Marcia Karbank<br />

Donna & Ward Katz<br />

Dr. Andrew & Lynn Kaufman<br />

Michael Klein<br />

Judy & Alan Kosloff<br />

Paul Lerner<br />

David & Nicole Levy<br />

Nita R. Levy<br />

Floriene & George Lieberman<br />

Lon & Cathy Lowenstein<br />

Susan Seidler Nerman & Lewis Nerman<br />

Karen & Steven Pack<br />

Jean Lee & Allen G. Parelman<br />

Elaine Polsky<br />

Carol A. Porter<br />

Irv Robinson<br />

Ed Rose<br />

Gerald Rose<br />

George J. Rosenberg<br />

Miriam & Daniel L. Scharf<br />

William & Fani Schifman<br />

Michael & Cathy Schultz<br />

Nathan & Ruth G. Shechter<br />

Myron N. & Elaine K. Slotsky<br />

Charles & Joshua Sosland<br />

Harold & Ruthie Tivol<br />

Patricia Werthan Uhlmann<br />

Joel & Sue Vile<br />

Myron Wang<br />

Shirley White<br />

Stan & Joyce Zeldin<br />

17


18<br />

<strong>Community</strong> Organizations<br />

AGENCY PARTNERS<br />

B’nai B’rith<br />

B’nai B’rith Youth Organization<br />

Central Agency for <strong>Jewish</strong> Education<br />

Congregation Beth Shalom<br />

Congregation Beth Torah<br />

Congregation BIAV<br />

Congregation Ohev Sholom<br />

Hyman Brand Hebrew Academy<br />

<strong>Jewish</strong> <strong>Community</strong> Campus<br />

<strong>Jewish</strong> <strong>Community</strong> Center<br />

RESTRICTED FUNDS<br />

a place for ...<br />

Anonymous Fund for <strong>Jewish</strong> Education<br />

Harry & Ruth Baker Village Shalom<br />

Financial Assistance Fund<br />

Ruth S. & Harry Baker<br />

JCC Endowment Fund<br />

BBYO 75th Anniversary Endowment Fund<br />

BBYO Matzo Ball Fund<br />

Bert Berkley Advocate for<br />

<strong>Community</strong> Relations Fund - JCRB/AJC<br />

Daniel L. Brenner<br />

Youth Leadership Award Fund<br />

Jacob & Frances O. Brown<br />

KU Hillel Endowment Fund<br />

Morten & Regina Brown Fund<br />

Esther F. & William J. Bushman<br />

Beth Shalom Endowment Fund<br />

<strong>Jewish</strong> <strong>Community</strong> Relations Bureau/AJC<br />

<strong>Jewish</strong> Family Services<br />

<strong>Jewish</strong> Federation of Greater Kansas City<br />

Kehilath Israel Synagogue<br />

Midwest Center for Holocaust Education<br />

New Reform Temple<br />

Sheffield Cemetery<br />

The Temple, Congregation B’nai Jehudah<br />

University of Kansas Hillel <strong>Foundation</strong><br />

Village Shalom<br />

Stanley J. Bushman<br />

<strong>Community</strong> Endowment Fund<br />

Caviar Family Fund for Kehilath Israel<br />

Change the Truth Fund<br />

Donna Gould Cohen Lion of<br />

Judah Endowment Fund<br />

Joseph Cohen & Margaret Pollock Cohen Fund<br />

Cortes Fund for Rice University<br />

Covenant Presbyterian Church<br />

PACE Fund for Pidyon Shvuyim<br />

Danciger Fund A – UMKC Judaic Studies<br />

Danciger Fund B<br />

Fred Devinki <strong>Jewish</strong> Education Scholarship<br />

Fund for Kehilath Israel<br />

Maria Devinki Lion of<br />

Judah Endowment Fund


Dorothy & Allan Dorfman Fund<br />

Sherman W. Dreiseszun Campus<br />

Maintenance & Improvement Fund<br />

Louis Durbin Scholarship Fund<br />

Andrew & Cara Ernstein<br />

Permanent Endowment Fund<br />

Harry C. Feingold PACE Fund<br />

Avrum & Clara Feinstein<br />

Memorial Mazon Fund<br />

Milton W. Feld/Selma Feld Lion of<br />

Judah Endowment Fund<br />

Dan Fingersh Garden Fund<br />

Dan Fingersh Hebrew Academy<br />

Scholarship Fund<br />

Dora Fox Lion of Judah Endowment Fund<br />

Bari Freiden Lion of Judah Endowment Fund<br />

Frank Friedberg Fund<br />

Anna & Isadore Friedman<br />

HBHA Scholarship Fund<br />

Harriett & Jacob Friedman<br />

HBHA Scholarship Fund<br />

Jacob Friedman Endowment Fund for<br />

Ohev Sholom<br />

Friends of Sheffield Cemetery Fund<br />

Gear For Sports Scholarship Fund<br />

Frances Wang Gershon Lion of<br />

Judah Endowment Fund<br />

Phillip L. & Rita Gershon Philanthropic Fund<br />

“My brother, Jacob ‘Chuck’ Friedman, was a man of<br />

few words whose quiet passion for <strong>Jewish</strong> education was<br />

patterned after the example of our parents Anna and<br />

Isadore. Touched by the sacrifices they made to meet the<br />

educational needs of their children, Jacob honored their<br />

memory with an endowment for the<br />

Hyman Brand Hebrew Academy through a charitable gift<br />

annuity. Later, with a second gift annuity, Jacob<br />

created an endowment for his synagogue, Ohev<br />

Sholom. Without much fanfare, Jacob joined the<br />

ranks of those whose generosity will affect the lives<br />

of generations to come.” – Dorothy Loeffler<br />

Gloria Polsky Gershun Lion of<br />

Judah Endowment Fund<br />

Norman Glazer & Jean Burstein Glazer<br />

Fund for <strong>Jewish</strong> Cultural Arts<br />

Hoover & Ida Goffin Education Fund<br />

Solomon Goldberg Memorial Fund for<br />

<strong>Jewish</strong> Continuity<br />

Marsha & Jules Goldman Family Fund<br />

Goldsmith Family Enrichment Fund for<br />

the Hyman Brand Hebrew Academy<br />

Lucy & Sam Gould Charitable Fund for JCC<br />

Lucy & Sam Gould Charitable Fund for<br />

Kehilath Israel<br />

Sam & Lucy Gould Gesher Fund<br />

Sam & Lucy Gould Fund<br />

Guckenheimer Family Fund<br />

Joseph Hartman Scholarship Fund<br />

JDC <strong>Foundation</strong> Fund<br />

<strong>Jewish</strong> Art Fund<br />

<strong>Jewish</strong> Federation <strong>Community</strong> PACE Fund<br />

<strong>Jewish</strong> Loan Fund of the <strong>Jewish</strong> Federation<br />

Judaic Studies Fund<br />

Sherry Hyatt Kaplan Fund for<br />

Adult <strong>Jewish</strong> Learning<br />

Marvin Katz PACE Fund<br />

Emma Jaye Kershenbaum Fund<br />

Clarence & Margaret Kivett PACE Fund<br />

Margaret & Clarence Kivett Fund<br />

19


20<br />

RESTRICTED FUNDS CONTINUED<br />

Shirley & Alfred Kohlman PACE Fund<br />

Seymour & Marsha Krinsky Fund for<br />

Kehilath Israel<br />

Herman Jay Levikow Endowment Fund<br />

Emelie Levin Emergency Financial<br />

Assistance Endowment Fund<br />

Richard & Carol Levin Family Fund<br />

Judith U. & Martin Levy PACE Fund<br />

Floriene Lieberman Lion of<br />

Judah Endowment Fund<br />

Myra Rosenberg Litman Lion of<br />

Judah Endowment Fund<br />

Babe Mallin Lion of Judah Endowment Fund<br />

Lore & Mel Mallin Educational Fund<br />

Jack Mandelbaum Fund<br />

Bernard A. Margolis Perpetual Memorial Fund<br />

Menorah Women’s <strong>Foundation</strong> Fund<br />

Menorah Women’s Brodkin Scholarship Fund<br />

Sam Nussbaum Z’’L Israel Scholarship Fund<br />

Pan-Cure Fund<br />

Barbara & Oscar Pinsker Endowment Fund<br />

Maurice & Harriet Raffel<br />

Memorial Endowment Fund<br />

Doris & Max Rainen Memorial Fund for<br />

Hadassah -KC Chapter<br />

Edward S. Rose Family/Village Shalom<br />

Birthday Party Endowment<br />

Edward S. Rose Family Early Childhood<br />

Education Center Fund for Beth Shalom<br />

H. Paul Rosenberg Jr. Special Fund<br />

Joseph H. & Sarah Rutlader Memorial Fund<br />

Saving History <strong>Jewish</strong> Archives Fund<br />

Sam M. Schultz <strong>Jewish</strong> Book Fair Fund<br />

Irena Sendler Scholarship Fund<br />

Sheffield Cemetery Chapel Building<br />

Restoration Fund<br />

Avrom H. & Janet W. Siegel<br />

Educational Fund<br />

Slabotsky Family Theatre<br />

Operations Endowment<br />

Beth K. Smith Lion of Judah<br />

Endowment Fund<br />

Solsky Family Flower & Maintenance Fund<br />

Joseph Solsky Scholarship Fund<br />

E. David Soltz Israel Scholarship Fund<br />

Dr. Harry & Alice Statland<br />

Young Adult Endowment<br />

Dr. Harry & Alice Statland<br />

Village Shalom Assistance Fund<br />

Summer Experience Award Fund<br />

Sunday Night Fun Fund<br />

Temple B’nai Jehudah Babs Lowenstein<br />

Pre-school Scholarship Fund<br />

Ruth Krigel Tivol Endowment Fund<br />

Together We Remember Scholarship Fund<br />

Sally & Donald Tranin PACE Fund<br />

Joel & Sue Vile Beth Shalom Fund<br />

Village Shalom – Financial Assistance Fund<br />

White Theatre Grantor Fund<br />

Bob & Marcia Wolff Endowment for<br />

Congregation Beth Torah<br />

Sam Yagan Family Fund<br />

“When we moved back to Kansas City we looked for ways to support the <strong>Jewish</strong><br />

community and we found the <strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong> is an excellent way to<br />

do this. We joined the <strong>Foundation</strong> for several reasons: they are very easy to work with;<br />

it provides a simple way for us to make donations to both <strong>Jewish</strong> and non-<strong>Jewish</strong><br />

organizations; and, through the <strong>Foundation</strong> we will be able to continue to support the<br />

<strong>Jewish</strong> community after we are gone. Last but not least, assets we contribute are tax<br />

deductible for the year we make the contribution, but we can use those funds to support<br />

our favorite charities in future years.” – Allen and Gail Gutovitz


Bushman <strong>Community</strong> Endowment Program<br />

ENSURING A BRIGHT FUTURE<br />

The Bushman <strong>Community</strong> Endowment program was<br />

created in 2007 to train and motivate our <strong>Jewish</strong> communal<br />

organizations to secure their financial futures through planned<br />

giving. Since its inception, volunteers and professionals from<br />

thirteen <strong>Jewish</strong> organizations and synagogues have learned<br />

the art of planned giving and how to cultivate their most loyal<br />

donors. And YOU have responded beautifully.<br />

Congregation Beth Shalom<br />

Congregation Beth Torah<br />

Congregation Ohev Sholom<br />

Hyman Brand Hebrew Academy<br />

<strong>Jewish</strong> <strong>Community</strong> Campus<br />

<strong>Jewish</strong> <strong>Community</strong> Center<br />

<strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong><br />

<strong>Jewish</strong> <strong>Community</strong> Relations Bureau/AJC<br />

<strong>Jewish</strong> Family Services<br />

<strong>Jewish</strong> Federation of Greater Kansas City<br />

<strong>Jewish</strong> Vocational Service<br />

Thanks to YOU and the generosity of more than 300<br />

individuals and families like you, organizations in our <strong>Jewish</strong><br />

community have secured an estimated $32 million in<br />

cash and future gifts to be added to their permanent endowments.<br />

These gifts will ensure that the physical, spiritual,<br />

educational and cultural needs of future generations<br />

will be met.<br />

People of all ages, backgrounds and financial resources<br />

have left meaningful gifts to the organizations they love.<br />

They are the places where you have lived your <strong>Jewish</strong> values;<br />

where you have developed life-long friendships; where<br />

you have made some of you fondest memories; and where<br />

you have turned for strength, support and celebration.<br />

Thank YOU for helping to secure the future of the following organizations:<br />

KCUR<br />

KCPT<br />

Kehilath Israel Synagogue<br />

Lawrence <strong>Jewish</strong> <strong>Community</strong> Center<br />

Midwest Center for Holocaust Education<br />

New Reform Temple<br />

The Temple, Congregation B’nai Jehudah<br />

University of Kansas Hillel<br />

University of Missouri<br />

Village Shalom<br />

Thank you for Creating Your <strong>Jewish</strong> Legacy


22<br />

a place for ...<br />

<strong>Community</strong> Funders<br />

SUPPORTING FOUNDATIONS<br />

Stanley J. Bushman Charitable<br />

Supporting <strong>Foundation</strong><br />

Frances Wang Gershon<br />

Supporting <strong>Foundation</strong><br />

The Flo Harris <strong>Foundation</strong><br />

Shirley & Barnett Helzberg<br />

Supporting <strong>Foundation</strong><br />

JCFRE Supporting <strong>Foundation</strong><br />

COMMUNITY LEGACY FUNDS<br />

30th Anniversary Million Dollar<br />

Zero Coupon Bond Fund<br />

Charles L. & Evelyn R. Abrams<br />

Memorial Fund<br />

Bertha S. & Ida E. Adelson Legacy Fund<br />

Abe & Helen Alport Fund<br />

Hans & Elisabeth Archenhold Legacy Fund<br />

Ida B. Bamberger Memorial Fund<br />

Anne Bernard Memorial Legacy Fund<br />

Abe & Anna Bograd Memorial Fund<br />

George G. Bornstein Memorial Fund<br />

Clara & Hyman Brand Fund<br />

L. H. & Betty Brickman Memorial Fund<br />

David & Jean Brockman Philanthropic Fund<br />

Jacob Brown Memorial Fund<br />

Morten Brown Fund<br />

Lowenstein Family Supporting <strong>Foundation</strong><br />

Edward S. Rose Family<br />

Supporting <strong>Foundation</strong><br />

Louis & Frances Swinken<br />

Supporting <strong>Foundation</strong><br />

Vision Associates Supporting <strong>Foundation</strong><br />

White Family Supporting <strong>Foundation</strong><br />

Jerome & Jeannette Cohen Memorial Fund<br />

Joseph Cohen Fund<br />

<strong>Community</strong> Legacy Fund<br />

Louis Cumonow Fund<br />

Ben & Dora Edelbaum Family Fund<br />

Jacob Friedman Legacy Fund<br />

Phillip L. Gershon Legacy Fund<br />

Gloria Gershun Legacy Fund<br />

Nathan & Vita Goldberg Fund<br />

Solomon Goldberg Memorial Fund<br />

Marvin Greenbaum Fund<br />

Flo Harris Memorial Fund<br />

Max K. & Regine B. Harwick Legacy Fund<br />

Hoffman - Cohen - Rose Fund<br />

Bernard Hoffman Fund<br />

Harry Jacobs Legacy Fund


Phillip Jacobs Memorial Fund<br />

<strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong><br />

Insurance Fund<br />

Harold Kain Charitable Fund<br />

Emma Landie Memorial Fund<br />

Allen & Barbara Lefko Legacy Fund<br />

Emelie Levin Memorial Fund<br />

Margery Lichtor Legacy Fund<br />

David & Lillian Lieberman Legacy Fund<br />

Lowenstein Brothers <strong>Foundation</strong><br />

Gwenn “Babe” Mallin Legacy Fund<br />

Mel & Lore Mallin Legacy Fund<br />

Abraham & Florence Margolin Legacy Fund<br />

Sol Margolin Memorial Fund<br />

Helen & Julius U. Oelsner Fund<br />

Nathan Rieger Fund<br />

The tragic loss of her beloved daughter Brooke<br />

Tivol McGrath at age 28 inspired Cathy Tivol Maslan<br />

to establish the Brooke Tivol McGrath Legacy Fund as<br />

a way for her family and friends to honor Brooke’s memory:<br />

“We were each blessed to spend time on this earth with<br />

her and we will forever be shaped by her beauty, grace<br />

and good humor…” – Cathy Tivol Maslan<br />

Sylvia Rosenstock Memorial Fund<br />

Lillian Shaw Memorial Fund<br />

Ben & Clara Shlyen Memorial Fund<br />

Leah Starr Memorial Fund<br />

Clare Stern Fund<br />

Ruth Stern Fund<br />

Anna Strauss Fund<br />

Gerre & Eugene M. Strauss Fund<br />

Donald & Sally Tranin Legacy Fund<br />

Ben & Helen Trillin Memorial Fund<br />

Alfred Wallach Memorial Fund<br />

Hanan D. Wedlan Memorial Fund<br />

Heim Wolberg Memorial Fund<br />

Memorial funds are a beautiful way of honoring the lives of<br />

those we have loved. These funds can be used to accumulate<br />

tribute gifts from family and friends for immediate distribution<br />

or to establish a permanent fund that perpetuates the name of<br />

the deceased and provides on-going support to the organizations<br />

or programs that touched our loved-one’s heart.


24<br />

G3 Summit: The Women’s Guide to Good Giving<br />

The <strong>Jewish</strong> <strong>Community</strong> <strong>Foundation</strong> values<br />

collaboration with our community partners<br />

and fellow funders. One of the highlights<br />

of <strong>2011</strong> was the G3 Summit, The Women’s<br />

Guide to Good Giving. This event was<br />

planned hand-in-hand with The <strong>Jewish</strong><br />

Federation of Greater Kansas City’s Women<br />

Division. Held on October 30, this half-day<br />

conference helped more than one hundred<br />

women, of all ages and financial means,<br />

learn how they could make their charitable<br />

giving more meaningful and impactful.<br />

Underwritten by the <strong>Foundation</strong>’s Jacob<br />

and Frances O. Brown Family Fund, the<br />

event featured keynote speaker Andrea<br />

Pactor, Associate Director of the Women’s<br />

Philanthropy Institute at Indiana<br />

University. She presented research in the<br />

area of women’s giving and inspired the<br />

group to align their gifts of both time<br />

and money with their personal values.<br />

Attendees took away skills to help them<br />

use their giving as a force for societal<br />

change, to encourage a culture of charity<br />

within their own families and for the<br />

next generation, and to create individual<br />

giving plans that mirror their charitable<br />

values and financial abilities to give.<br />

This event made a tremendous impression<br />

on the attendees. One participant<br />

reflected, “The event has had a huge,<br />

profound impact on my thinking! My attitude,<br />

my thought processes and motivation<br />

are totally different and so directed<br />

after attending! I’ve been discussing<br />

my charitablegiving with my kids and<br />

my husband and explaining the way I’m<br />

thinking. It has made such a difference!<br />

You’ve made a life change for me!”


Over the past year, donors have made grants<br />

to a variety of charitable organizations. Below<br />

is a sample of grant recipients from A-Z.<br />

American Friends of Leket Israel<br />

Best Friends Animal Sanctuary<br />

CASA of Jackson County<br />

Disabled Veterans Charitable Services<br />

Elmwood Cemetery Society<br />

Franklin and Marshall College<br />

Gilda’s Club of Kansas City<br />

Heartland Men’s Chorus<br />

Israel Guide Dog for the Blind<br />

Johnson County Library <strong>Foundation</strong><br />

Kansas City <strong>Community</strong> Kollel<br />

Liberty Memorial Association<br />

Metropolitan Organization to<br />

Counter Sexual Assault<br />

National Yiddish Book Center<br />

Owen-Cox Dance Group<br />

Pancreatic Cancer Action Network<br />

Quality Hill Playhouse<br />

Rabbinical Association of<br />

Greater Kansas City<br />

Sheffield Cemetery<br />

Turning Point<br />

Union for Reform Judaism<br />

Vaad HaKashrut of Kansas City<br />

Water Org, Inc<br />

YMCA <strong>Foundation</strong> of Mid America<br />

Zaka Rescue Recovery<br />

CASA of Jackson County<br />

Sheffield Cemetery and <strong>Jewish</strong> War Veterans<br />

Heartland Men’s Chorus


26<br />

a place for ...<br />

The North American<br />

<strong>Jewish</strong> <strong>Community</strong><br />

<strong>2011</strong> – A Year of National Prominence and Recognition<br />

The North American <strong>Jewish</strong> <strong>Community</strong> honored and celebrated with the <strong>Jewish</strong> <strong>Community</strong><br />

<strong>Foundation</strong> of Greater Kansas City twice in <strong>2011</strong>.<br />

2ND NORTH AMERICAN<br />

JEWISH LEGACY FORUM<br />

From May 3-5, <strong>2011</strong> the <strong>Foundation</strong> hosted more than<br />

100 volunteers and development professionals from<br />

thirty-three <strong>Jewish</strong> communities across North America<br />

to network and learn from one another about different<br />

strategies for designing and implementing<br />

Create a <strong>Jewish</strong> Legacy programs. Kansas<br />

City’s success with the Bushman <strong>Community</strong><br />

Endowment program has put us in the forefront<br />

of the North American <strong>Jewish</strong> community’s<br />

planned giving and endowment building<br />

movement. We are considered leaders and<br />

role models and were proud to showcase our<br />

very special Kansas City <strong>Jewish</strong> community.<br />

All of our out of town guests returned home<br />

empowered with practical information and<br />

new ideas in best-practices for implementing community<br />

wide initiatives focused on the art of cultivating<br />

planned gifts. The result? <strong>Jewish</strong> communities<br />

across North American will have permanent<br />

resources from which to meet future generation’s<br />

needs and innovations.


WE’RE NUMBER 1!<br />

In an annual survey conducted by<br />

the <strong>Jewish</strong> Federations of North<br />

America, Kansas City’s <strong>Jewish</strong><br />

<strong>Community</strong> <strong>Foundation</strong> was ranked<br />

number 1 in overall endowment<br />

success! “The Endowment Health<br />

Check” compared <strong>Foundation</strong>s of<br />

sixteen like-sized <strong>Jewish</strong> communities, including Columbus,<br />

Dallas, Milwaukee and<br />

San Diego. Kansas City received<br />

straight-A’s for our per capita<br />

achievements in total assets under<br />

management, restricted fund<br />

dollars, number of charitable gift<br />

annuities, number and assets in<br />

both Donor Advised Funds and<br />

Supporting <strong>Foundation</strong>s, and<br />

number of women who have<br />

endowed their Lion of Judah<br />

gifts to the <strong>Jewish</strong> Federation.<br />

Thank YOU Kansas City for your trust and<br />

confidence and for helping make us #1!<br />

27


28<br />

Statement of Financial Position as of December 31, <strong>2011</strong><br />

ASSETS<br />

Cash and Equivalents $3,881,614<br />

Contributions Receivable 41,005<br />

Notes Receivable 1,232,687<br />

Investments 110,271,734<br />

Cash Surrender Value of Life Insurance & Other Assets 1,035,811<br />

TOTAL ASSETS $116,462,851<br />

LIABILITIES<br />

Grants and Other Payables $25,271<br />

Liability Under Unitrust and Gift Annuity Agreements 652,523<br />

TOTAL LIABILITIES $677,794<br />

NET ASSETS<br />

Unrestricted<br />

Donor Advised Funds $27,971,067<br />

<strong>Community</strong> Legacy Funds 4,709,326<br />

Administrative Funds 2,322,948<br />

Supporting <strong>Foundation</strong>s 25,693,220<br />

Charitable Remainder Trusts/ Gift Annuities 955,337<br />

Temporarily Restricted<br />

Agencies 30,225,706<br />

Other 6,523,185<br />

Permanently Restricted 17,384,268<br />

TOTAL NET ASSETS $115,785,057<br />

TOTAL LIABILITIES AND NET ASSETS $116,462,851<br />

<strong>2011</strong> Grants from all Funds<br />

$17, 251, 714<br />

Local <strong>Jewish</strong> 85.92%<br />

National <strong>Jewish</strong> 1.64%<br />

Local Non-<strong>Jewish</strong> 10.80%<br />

National Non-<strong>Jewish</strong> 1.63%<br />

MILLIONS<br />

$120<br />

$100<br />

$80<br />

$60<br />

$40<br />

$20<br />

$0<br />

Asset Growth<br />

1997<br />

1998<br />

1999<br />

2000<br />

2001<br />

2002<br />

2003<br />

2004<br />

2005<br />

2006<br />

2007<br />

2008<br />

2009<br />

2010<br />

<strong>2011</strong>


advisor<br />

community<br />

leader<br />

5801 West 115th Street – Suite 104<br />

Overland Park, Kansas 66211<br />

giver<br />

tradition<br />

transformation<br />

tzedakah<br />

................<br />

you<br />

friend<br />

volunteer teacher<br />

grandfather<br />

NON-PROFIT ORG.<br />

U.S. POSTAGE PAID<br />

SHAWNEE MISSION, KS<br />

PERMIT NO. 684<br />

partner<br />

daughter

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