2011 Annual Report - Jewish Community Foundation
2011 Annual Report - Jewish Community Foundation
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