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REPORT TO THE COMMUNITY 2009 GREATER MIAMI JEWISH FEDERATION IN COMMUNITY COMFORT & STRENGTH

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Greater Miami Jewish Federation

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Page 1: Annual Report

R E P O R T T O T H E C O M M U N I T Y 2009GREATER MIAMI JEWISH FEDERATION

IN COMMUNITYCOMFORT

& STRENGTH

Page 2: Annual Report

The Mission of the Greater Miami Jewish Federation is to mobilize human and financial resources to care for those in need, strengthen Jewish life and advance the unity, values and shared purpose of the Jewish people in Miami, in Israel and around the world.

Visit JewishMiami.org

Page 3: Annual Report

A MESSAGE TO THE

William LehmanChair of the Board

Jacob SolomonPresident and Chief Executive Officer

COMMUNITYthere is comfort and strength in community.

Comfort and strength. These two simple words are at the heart of the work of the Greater Miami Jewish Federation. We bring comfort to those in need. We draw strength from one another.

In a year when we have seen so many people in our community hurt by the devastating impact of the economy, it is comforting to know that we are able to offer a measure of hope and help. Federation had to balance providing for the unexpected needs of families and individuals against a backdrop of declining revenues and rising costs. People who were once donors found themselves on the receiving end of services for the first time. In addition, many of the agencies we fund that are on the front lines providing assistance have faced government cutbacks and increased demand for services and scholarships.

What is amazing is that, despite these challenging circumstances, our community came together and found strength in each other, truly distinguishing the work of the Federation this year. Looking back, we have witnessed this repeatedly as community leaders, many of whom were facing their own challenges, reached even deeper to create a special fund to help the most vulnerable. The Challenge Fund for the Vulnerable made available nearly $1 million in additional allocable dollars over and above the proceeds of the 2009 Annual Campaign. And while we did see a financial decline in our 2009 Campaign (see page 10), the number of donors to the Federation increased. It is clear that the Federation’s work in our community became more apparent for so many people. In addition, our donors’ deep dedication to the Federation Mission provided enormous strength and continues to speak volumes about their perseverance and commitment to community.

As an institution, we are entrusted to honor our donors’ desires, and we take that responsibility very seriously. For decades, many in our Jewish community have had the confidence to create permanent legacies to The Foundation of the Greater Miami Jewish Federation, helping to secure our future. Under normal circumstances, these funds are reserved for specific purposes and not used for allocations or annual needs, but these are extraordinary times. Our Board decided to minimize the impact of the Campaign shortfall to our local and overseas agencies by approving a special grant from The Foundation that would enable us to remain steadfast to our commitment to help Jews in Miami, in Israel and around the world.

In our Jewish community, where 1 in 8 people receives some form of financial assistance from the Federation through our local partner agencies, allocations have real-life implications for those who depend on us. While we are constantly searching for innovative ways to raise sufficient funds, assist more people now, and transform and impact the future of the Jewish people, we are doing so today with a significantly reduced staff and operating budget. In order to sustain our partner agencies and maintain the lifeline of support that is critical at the moment, Federation reduced its administrative budget by 15 percent and underwent a 20 percent reduction in workforce this year.

For more than seven decades, Miami’s Jewish community has entrusted the Federation with caring for those in need, strengthening Jewish life and advancing the unity, values and shared purpose of the Jewish people. We have done so with respect for the work we do and with a sense of responsibility to be transparent about the issues and circumstances that we face as a communal enterprise. While this past year has brought some distressing reports for everyone, we are hopeful that we will see better days ahead for our community and our country.

In challenging times and always, we hope you find comfort and strength in knowing that the Federation system is resilient and continues to work effectively and efficiently on your behalf because of the abiding generosity and enduring commitment of you, our most valued stakeholder.

Sincerely,

0 2 0 3R E P O R T T O T H E C O M M U N I T Y 2009GREATER MIAMI JEWISH FEDERATION

In our Jewish community where 1 in 8 people receives some form of financial assistance from the Federation through our local partner agencies, allocations have real-life implications for those who depend on us.

GREATER MIAMI JEWISH FEDERATION

Page 4: Annual Report

Federation agencies are providing comfort and hope to people in our community with:

• 7,200 mental health and family counseling sessions for 847 families struggling with emotional issues and stress borne of the economic crisis and other factors.

• Assistance with securing Medicaid coverage, food stamps and other forms of support for 325 individuals, many facing new challenges as a result of the economy.

• School scholarships for 2,700 children, lowering the financial hurdle for parents to send their children to a Jewish Day School.

• $175,000 in one-time emergency financial grants to help families pay their mortgages, rent and/or utility bills and stay in their homes.

• Food baskets, JCS Kosher Food Bank visits and supermarket gift cards for nearly 2,300 individuals and families unable to afford groceries.

• $600,000 in JCC afterschool, daycare and day camp scholarships for children, enabling parents to provide a safe and nurturing environment while they are at work.

• 78,000 hot kosher lunches at six congregate meal sites, feeding 800 frail seniors who have few resources to pay for food, have difficulty cooking and face social isolation.

HOW DOES A COMMUNITY PROVIDE COMFORT IN A TIME OF DEEP FINANCIAL CRISIS?

Visit JewishMiami.org

The Greater Miami Jewish Federation funds a network

of 45 agencies in Miami that provide vital programs to

individuals and families 365 days a year. Whether someone

requires food, employment assistance, crisis counseling,

transportation to medical appointments, day care or some

other essential service, Federation’s partner agencies are

there to care for the needs of our community.

Many of the services provided by our Jewish community

have been stretched to capacity due to the increased demand

for assistance as a result of a down economy. In addition

to traditional assistance programs, challenging times have

brought about a dramatic increase in requests for emergency

financial aid, assistance with medical and dental care, help

for those who are facing foreclosure on their homes, and aid

for those who have exhausted their savings and retirement

plans due to a loss of employment and benefits. Sadly, this

past year found many families who were once on the giving

end of support for our community requesting aid from the

programs and services they previously helped sustain. The

support of Federation-funded agencies for decades in our

community has secured a safety net for ordinary times and

extraordinary times like these.

Today, 1 in 8 people in Miami’s Jewish community receives some form of financial assistance from the Greater Miami Jewish Federation and local partner agencies.

Page 5: Annual Report

During challenging times, it is important to be increasingly

vigilant about our Jewish responsibility to future generations.

There are always tough choices a community must make

regarding funding. As Jews, we understand that while we care

for today’s pressing needs, a secure and strong Jewish future

rests on our ability to transmit our values and traditions to

the next generation. Jewish identity-building programs and

education are the best insurance we have today to ensure

that tomorrow’s leaders will have a breadth of knowledge and

understanding steeped in our core values of social justice,

peoplehood and collective responsibility.

0 4 0 5

HOW DOES A COMMUNITY STRENGTHEN JEWISH IDENTITY, UPHOLD SACRED VALUES AND SECURE THE FUTURE?

This is how Federation agencies are working to secure a strong Jewish future:

• 4,000 children are currently enrolled in 14 Federation-supported Jewish Day Schools in Miami-Dade County, ranging from early childhood to 12th grade.

• 1,200 students participate in 10 synagogue school supplemental programs, enhancing their understanding and appreciation of our rich Jewish heritage.

• Approximately 162,000 young adults throughout North America have participated in Taglit-Birthright Israel, forever connecting them to our spiritual homeland and deepening their understanding of Israel’s centrality to the Jewish people. Miami has sent more than 3,100 students on the journey since the program’s inception in 2000.

• Strengthening Jewish identity through participation in overnight summer camp ensures a positive connection for a youngster that lasts well into adulthood. Last year, more than 160 children enjoyed this experience because of $100,000 in scholarship assistance.

• Having a strong Jewish presence on the college campus is critical today for students. More than $480,000 in Federation funding supports Hillel programs on seven university campuses throughout Florida, providing programming for 30,000 Jewish students.

R E P O R T T O T H E C O M M U N I T Y 2009GREATER MIAMI JEWISH FEDERATION

Page 6: Annual Report

HOW DOES A COMMUNITY FULFILL THE DUTY OF COLLECTIVE RESPONSIBILITY TO JEWS WORLDWIDE?

For decades, the Greater Miami Jewish Federation has

been committed to the welfare of our people worldwide and

ensuring that isolated Jews are not forgotten. In the former

Soviet Union, throughout Latin America and Europe and

in 65 countries around the world, Annual Federation/UJA

Campaign dollars have supported programs and services that

both care for vulnerable aging populations and foster Jewish

renewal among younger generations. We are working each

day to help Jewish communities around the world strengthen

themselves through our overseas partners, the American

Jewish Joint Distribution Committee (JDC) and the Jewish

Agency for Israel (JAFI). Despite the tremendous economic

challenges we are facing domestically, Federation continues

to uphold our promise of responsibility to one another.

Some examples of how Federation fulfills the duty of collective responsibility to Jews worldwide through JDC and JAFI:

• Nearly 60,000 people are participating in JDC-sponsored renewal activities across the former Soviet Union, particularly in Jewish Community Centers (JCCs), which have become a cornerstone of this effort.

• Federation funding supports $252,000 in welfare relief, through JDC Hesed services, which reaches 167,920 elderly Jewish clients in the FSU at 2,824 locations, providing food, medicine and medical care, home care, winter relief and more.

• Through JAFI, 11,000 Jews in the FSU are learning Hebrew and Jewish culture, and more than 20,000 young Jews attending youth clubs are connecting to Jewish history and heritage.

• Some 10,000 youth in 44 Jewish Day Schools and 2,000 in 90 Sunday schools in the FSU benefit from the power of JAFI’s Jewish education programs.

• Jewish communities in Morocco, Tunisia, Turkey and India receive support to care for their elderly in facilities that provide residential care, full medical services, recreational and therapeutic services, excursions, and holiday events for residents.

• In Buenos Aires and its surrounding areas, 11,000 youth and 2,000 teachers are being enriched through JAFI’s Jewish identity programming.

• The Ariel Job and Business Center in Buenos Aires, the Activa organization in Mexico, and the Ariel Job Centers in Chile and Brazil have helped nearly 6,000 people find jobs, and provided 14,000 more with some form of skills training. They have also paved the way for the launch of 320 Jewish-owned small businesses.

• In Argentina, vulnerable individuals receive welfare assistance through JDC, including 12,065 who benefit from supermarket debit cards and hot meals, and 244 children who receive hot meals through the Meitiv School Lunch Program.

Visit JewishMiami.org

Page 7: Annual Report

Israel is at the heart of the Jewish people. Caring for the most

vulnerable Israelis — including children and youth at risk,

people with disabilities, the elderly, minorities and immigrant

groups — is core to Federation’s mission of strengthening

Jewish life and central to the work of our overseas partners,

JAFI and JDC. The extensive infrastructure we have established

in over nine decades of work in Israel enables us to respond to

needs efficiently and effectively 365 days a year. Miami has also

engaged in significant partnerships with the Ethiopian-Israeli

community in Pardes Channa-Karkur and with the cities of

Yerucham and Or Akiva, establishing programs and services

to assist their residents. Working closely with JAFI and JDC,

and also directly with Israeli non-profit agencies, Federation is

effecting change and enhancing the lives of countless Israelis

by helping immigrants adapt to a new life, assisting in times of

crisis and so much more.

This is how Federation agencies are working to help the Israeli people and strengthen the bonds between us:

• Federation allocated $139,500 — matched by JAFI and Israeli philanthropists — to help nearly 180 children at risk in Yerucham through the Youth Futures Program, helping them achieve greater academic success and maturity.

• With JAFI support, nearly 15,500 immigrants came to Israel in 2008, including more than 3,200 from North America, strengthening communities across the country. There are 12,400 newcomers living in one of 32 absorption centers who are transitioning to life in Israel through a range of acculturation programs.

• Federation allocated $353,800 to the partnership initiative in Pardes Channa-Karkur, including extra funding to keep SPACE, a scholastic assistance program, operating to provide afterschool tutoring, workshops, mentoring and enrichment.

• Federation’s Women’s Amutot Initiative funds 18 non-profit agencies focusing exclusively on the welfare of marginalized, voiceless and at-risk women and girls in Israel. These organizations focus on economic empowerment, social empowerment, protection against violence, prevention of violence, and leadership development.

• Last year, when southern Israel was in crisis with hundreds of Kassam rockets landing weekly, we were able to help provide respite trips for more than 40,000 children living in the shadow of fear, so they could experience at least one day with no “code red,” no sirens, no rockets.

• With Federation support, the Or Akiva Community Center operates a Volunteer Center that assists 150 families daily with food, clothing, tutoring and afterschool activities for children, addiction counseling, life-cycle events, and household repairs.

0 6 0 7R E P O R T T O T H E C O M M U N I T Y 2009GREATER MIAMI JEWISH FEDERATION

HOW DOES A COMMUNITY HELP THE PEOPLE OF ISRAEL AND STRENGTHEN OUR CONNECTION TO OUR SPIRITUAL HOMELAND?

Page 8: Annual Report

there is comfort and strength in community.

“I am really grateful that my son has the chance to receive a high level of education, and to learn about Judaism and our roots. One day, when he grows up, he will remember all this and help others in need.”

Argentine mother, speaking about one of her two at-risk sons, both of whom have

received Jewish Day School scholarships, school transportation and food through

JDC’s Child Help program

“I attended free High Holiday services at the JCC, and the services were wonderful and inspiring. I am grateful this was made available to the community.”

Unemployed Miami-Dade County teacherwho participated in worship programs at

the Michael-Ann Russell JCC

“Having so many of us living in one house made it difficult to provide enough food for everyone. I wouldn’t be able to feed my family without the help I receive from the JCS Kosher Food Bank.”

Father and grandfather of intergenerational family living

together due to the economic crisis

“I used to have to choose between food and medication, but thanks to the supermarket food cards I receive from the Jewish community, I am able to purchase both. Thank you.”

Senior in Argentina whose medical condition requires special food and ongoing medication

“The grant came in the nick of time. But it was more than the financial support. They make me feel that I am worth investing in.”

Student from rocket-attacked Sderot, Israel, who receives scholarships for college tuition, living expenses and

a laptop through JAFI

“After I was hospitalized several times and finally confined to my home, my expenses continued to pile up. I cannot tell you how grateful I am for the financial help you provided me.”

Senior JCS client

“I am thankful that our Jewish community supports such a wide variety of services through the Federation.”

Client who found a job with the help of Jewish Community Services of South

Florida, and whose developmentally challenged brother also received vocational training through JCS

GREATER MIAMI JEWISH FEDERATION

Page 9: Annual Report

there is comfort and strength in community.

“I am really grateful that my son has the chance to receive a high level of education, and to learn about Judaism and our roots. One day, when he grows up, he will remember all this and help others in need.”

“Without scholarships now, my daughter’s Jewish education would not have been possible.”

Single parent of student at Rabbi Alexander S. Gross Hebrew Academy

“My husband and I are self-employed. While he was undergoing treatment for a malignant brain tumor and I was caring for a newborn, we had no income and no way to put our daughter in preschool. Thanks to scholarship assistance, that changed.”

Parent of recipient of preschool and day camp scholarships

at the Dave and Mary Alper JCC

“They help me keep a sense of dignity when I have so little left. The volunteers at the Hesed Welfare Center are like family.”

Elderly Jewish resident of the former Soviet Union who receives regular food packages,

homecare and medicine deliveries from JDC

“The adult day care center has been an invaluable asset to my mother’s life. It provides a safe and reliable place for her to go daily, helping her to retain focus and give her a sense of purpose.”

Daughter of Seymour Gelber Senior Day Care Center client

“It’s wonderful to have someone you feel comfortable with – and to know you will

receive assistance.”

Senior resident of Federation Towers low-income housing who receives regular

visits from a social worker and home-delivered kosher meals

“After I was hospitalized several times and finally confined to my home, my expenses continued to pile up. I cannot tell you how grateful I am for the financial help you provided me.”

GREATER MIAMI JEWISH FEDERATION

Page 10: Annual Report

GREATER MIAMI JEWISH FEDERATIONRESOURCES AT WORK

The Federation raised $36.5 million in fiscal 2008–2009,

despite a challenging economic environment. These are

the total resources from all sources, including the Annual

Federation/UJA Campaign and the activities of The

Foundation of the Greater Miami Jewish Federation.

To touch Jewish lives effectively, we must build a strong

Jewish community. The function of community organization

and central planning services goes far beyond fundraising.

Much of the work of the Federation, overseen by a core

of dedicated volunteer leaders, centers on the planning

of community services for today and into the future. We

develop human resources to meet the needs of our Jewish

family, both in Miami and abroad. We address issues that

confront us as a people with strong and active community-

relations programs. And we remain fluid, so that we can

quickly adapt to the needs of our people.

To fulfill all these directives, the Greater Miami Jewish

Federation’s fundraising, community organization,

central services and administrative costs for our Jewish

community have averaged 15 percent over the past six years.

TOTAL FINANCIAL RESOURCES

Annual Campaign $22,000,000Fund for the Vulnerable 895,800 The Foundation of the Greater Miami Jewish Federation Contributions and Bequests 4,175,000 Charitable Trusts and Donor Designated Funds 5,787,000 Campaign Endowment Funds 393,000Supplemental Giving 910,000United Way of Miami-Dade County 1,139,507Government Grants, Rental and Other Income 1,179,000

Total Financial Resources $36,479,307

ALLOCATIONS AND EXPENSES

Local Agencies and Services $13,700,306Foundation Grants to Agencies and Campaign 18,477,347Grants from Supplemental Giving 910,000Jewish Federations of North America Overseas Agencies and National Agencies and Services 7,983,676Total Financial Resource Development Expenses 5,280,667Net Realized and Unrealized Investment Losses 31,131,000Reserve for Losses on Collections 1,030,311Change in Restricted and Unrestricted Funds (42,034,000)

Total Allocations and Expenses $36,479,307

To learn more about the Greater Miami Jewish Federation, our community’s agencies, Day Schools, synagogues, and overseas partners in Israel and in more than 64 other countries around the world, please visit us online at JewishMiami.org and click on “GMJF Interactive.”

Visit JewishMiami.org

Page 11: Annual Report

1 0 1 1

LOCAL PROGRAMS AND AGENCIES

FORMAL JEWISH EDUCATION

Center for the Advancement of Jewish Education (CAJE) $1,253,404 CAJE Special Grants 50,000Day Schools Day School Hardship Scholarships 275,000 Day School Enhancement Grants 100,000 Beth David/Gordon Day School 41,423 Greenfield Day School 38,507 Hochberg Preparatory: A Solomon Schechter Day School at Beth Torah Benny Rok Campus 107,579 Jacobson Sinai Academy 102,552 Kesher L.D. 158,800 Lehrman Community Day School 76,813 Mechina High School 29,559 Neytz HaChochma 19,600 Rabbi Alexander S. Gross Hebrew Academy 243,209 Samuel Scheck Hillel Community Day School 375,521 Shaarei Bina-Torah Academy for Girls 10,442 Temple Beth Am Day School 87,088 Toras Emes Academy of Miami 225,916 Yeshiva Elementary School 139,310Holocaust Documentation and Education Center 25,000Holocaust Memorial of the Greater Miami Jewish Federation 50,000Jewish Museum of Florida 20,000Sue & Leonard Miller Center for Contemporary Judaic Studies at the University of Miami 31,345Synagogue School Supplemental Scholarship Program 88,706Teacher Fringe Benefits Program 270,000

Total $3,819,774

INFORMAL JEWISH EDUCATION

Alexander Muss High School in Israel $153,310Taglit-Birthright Israel 190,373B’nai B’rith Youth Organization 64,674Dave and Mary Alper Jewish Community Center (Alper JCC) on The Jay Morton-Levinthal Campus 1,080,319 Alper JCC Special Grants 10,000Destination Israel of the Greater Miami Jewish Federation 15,000Hillel: The Foundation for Jewish Campus Life (seven Florida campuses) 480,100Israel Programs: Passport to Israel 34,826Israel Programs Scholarships 60,000Miami Beach Jewish Community Center (Miami Beach JCC) 223,402Michael-Ann Russell Jewish Community Center (MARJCC) on the Sanford L. Ziff Campus 974,044 MARJCC Special Grants 42,200 Overnight Camp Scholarships 100,000

Total $3,428,248

SOCIAL, HEALTH AND HUMAN SERVICES

Jewish Chaplaincy Program of the Greater Miami Jewish Federation $200,000Hebrew Free Loan Association of South Florida 47,105Jewish Community Services of South Florida (JCS) 2,330,514Holocaust Survivors Program 173,500 Holocaust Survivors Program Special Grants 20,000Latin American Acculturation 41,000 Latin American Acculturation Special Grants 50,000Miami Jewish Health Systems 202,598Mount Sinai Medical Center 44,653Association for Jewish Special Education 1,000Additional Grants from Fund for the Vulnerable 501,069

Total $3,611,439

COMMUNITY ORGANIZATION AND CENTRAL SERVICES

Agency Executives Retirement Plan $30,000Audit and Accounting Fees for Local Agencies 328,504Building Services 295,044Contingency Reserve 100,000Greater Miami Jewish Federation Community Services, Planning & Allocations, Administration, Human Resources Development, Outreach Services, etc. 1,533,110High Holiday Welcome Program of the Greater Miami Jewish Federation 165,000Jewish Community Relations Council of the Greater Miami Jewish Federation 256,492Jewish Volunteer Center of the Greater Miami Jewish Federation 57,000Organization for Leadership Advancement in Miami of the Greater Miami Jewish Federation 75,695

Total $2,840,845

Total for All Local Agencies and Services $13,700,306

OVERSEAS PROGRAMS AND SERVICES

The Jewish Federations of North America $7,221,087 American Jewish Joint Distribution Committee Ethiopian National Project Hunger Amutot in Israel Jewish Agency for Israel Partnership Initiatives in the Israeli cities of Or Akiva, Pardes Channa-Karkur and Yerucham Women’s Amutot Initiative World ORTIsrael and Overseas Department 209,000Nieweg Endowment Fund Targeted Grant 264,102

Total $7,694,189

NATIONAL PROGRAMS AND SERVICES

American Jewish Committee $3,667American Jewish Congress 3,667Anti-Defamation League 3,667American Jewish World Service 1,000Hornstein Jewish Professional Leadership Program at Brandeis University 1,500B’nai B’rith Youth Organization (National) 1,500Hebrew Union College School of Jewish Communal Service 1,500Jewish Labor Committee 1,000Jewish War Veterans of the USA 1,000National Federation/Agency Alliance 243,986 Association of Jewish Family and Children’s Agencies Hillel: The Foundation for Jewish Campus Life Hebrew Immigrant Aid Society Jewish Community Centers Association of North America Jewish Council for Public Affairs Jewish Education Service of North America Jewish Telegraphic Agency NCSJ: Advocates on Behalf of Jews in Russia, Ukraine, Baltic States and Eurasia National Foundation for Jewish CultureNational Jewish Center For Learning and Leadership 2,000Project Interchange, an Institute of the American Jewish Committee 3,500Wurzweiler School of Social Work at Yeshiva University 1,500

Total $269,487

OTHER ALLOCATIONS AND EXPENDITURES

Cost of Fundraising and Collections $4,599,330Florida Association of Jewish Federations 20,000

Total $4,619,330

Total for All Allocations $26,283,312

SOURCES OF AVAILABLE FUNDS

Greater Miami Jewish Federation/UJA Annual Campaign* $22,000,000 Fund for the Vulnerable 895,800 (Less: Reserve for Losses on Collections @ 4.5%) (1,030,311)Designated Program Grants 461,951United Way of Miami-Dade County ** 1,139,507General Fund 10,000The Foundation of the Greater Miami Jewish Federation*** 2,806,365

Total Available Funds $26,283,312

2009-2010 SUMMARY OF INCOME AND ALLOCATIONS

* All allocations are contingent on the successful conclusion of the 2009 Federation/UJA Campaign.** Federation receives an annual allocation from the United Way of Miami-Dade County in support of four beneficiary agencies: Dave and Mary Alper JCC; Jewish Community Services of South Florida; Michael-Ann Russell JCC and Miami Jewish Health Systems.*** The Foundation of the Greater Miami Jewish Federation received a grant from the Harry and Jeanette Weinberg Foundation in support of Jewish Federation Housing, Inc., which operates the Harry and Jeanette Weinberg Federation Towers and Gardens.

The Greater Miami Jewish Federation has received a 4-star rating, the highest possible, from Charity Navigator, America’s largest independent evaluator of charities. This exceptional rating indicates that the Greater Miami Jewish Federation exceeds industry standards and outperforms most charities in its cause.

TOTAL FINANCIAL RESOURCES

Annual Campaign 63%

Foundation Campaign Endowment Funds 1%

Foundation Charitable Trusts and Donor Designated Funds 16%

Foundation Contributions and Bequests 12%

Grants for Designated Purposes and Other Income 3%

Supplemental Giving 2%

United Way of Miami-Dade County 3%

R E P O R T T O T H E C O M M U N I T Y 2009GREATER MIAMI JEWISH FEDERATION

Page 12: Annual Report

THIS IS HOW THE FOUNDATION OF THE GREATER MIAMI

JEWISH FEDERATION SECURES OUR FUTURE.

For 45 years, The Foundation of the Greater Miami Jewish Federation

has been the steward of funds for Miami’s Jewish community’s future.

Hundreds of families have entrusted The Foundation to fulfill their charitable

objectives, provide a reserve for emergencies, and develop the resources

necessary to address future opportunities and needs for our community.

Through The Foundation, Miami’s Jewish community is blessed to have a

significant unrestricted endowment. Each year, a portion of The Foundation’s

investment yield is directed to the Federation to support social-service needs

at home and abroad. And while we are addressing new and emerging local

needs, we are able to remain steadfast to our long-standing commitment to

care for vulnerable Jews in Israel and around the world. As of October 31,

2009, The Foundation had more than $168 million under management.

Resources come from lifetime gifts and bequests of cash, securities and other

forms of appreciated property, retirement assets or insurance policies. This

year, more than $18 million was allocated from The Foundation to fund critical

programs in Miami’s Jewish community, Israel and around the world. Of this,

more than $5 million was allocated to the Federation’s Annual Campaign.

The economic downturn has created an unprecedented number of requests

for aid in the Jewish community. Committed to helping our beneficiary

agencies assist the most vulnerable, the Federation Board of Directors

took extraordinary measures to sustain funding to these agencies through

special grants from The Foundation of $550,000 for the 2008–09 fiscal year

and $854,000 for the 2009–10 fiscal year. These infusions of Foundation

funds are helping to provide food, emergency financial assistance,

employment and emotional counseling, home healthcare support, daycare

scholarships and more.

HOW DOES A COMMUNITY SECURE A STRONG JEWISH FUTURE AND PROVIDE COMFORT DURING EXTRAORDINARY TIMES?

Restricted &Designated Funds

27%$46.2 million

Charitable LifeIncome Plans

5%$7.7 million

CampaignEndowment Funds

10%$17.3 million

SupportingFoundations

11%$18.6 million

PhilanthropicFunds

22%$37.2 million

UnrestrictedFunds

25%$41.6 million

The Foundation received contributions of$10.4 million during fiscal year 2008–2009.

Visit JewishMiami.org

Page 13: Annual Report

1 2 1 3

Leonard AbessMarcos AckermanBunny Adler*

Matthew L. Adler Michael M. Adler*u

Melinda AgronL. Jules Arkin*u Jonathan AwnerJack Bellock* Lisa K. BergHelene BergerPaul BerkowitzRichard BerkowitzDaniel BerrebiFran Berrin Robert BerrinAndrew Blank Alex BlavatnikRep. Elaine Bloom Norman Braman*u

Claudia BrodSteven J. Brodie John BusselAmy Berger ChafetzSidney CoopermanStephen Cypen Mojdeh Khaghan DanialHonorable Amy N. Dean Rebeca Delaster Terry DruckerSamuel J. Dubbin Nily Falic

Myra Farr*

George Feldenkreis Isaac K. Fisher Robyn C. FisherSteven FoldesMorris Futernick Elinor Ganz Gary Gerson Jeffrey GilbertGabriel Gilinski Rabbi Gary GlicksteinMartin B. GoodmanSteven GretensteinWilliam GrossmanStacey GumenickAlex Halberstein Daniel Halberstein Fanny HanonoBobbie Higer Richard HoffmanSteven Hurwitz Robin JacobsLarry Joseph Ian Kaplan Clarita KassinEvelyn Katz Ezra Katz*u Dr. Shulamit KatzmanRabbi Ralph P. Kingsley Ruben Kloda Laura P. Koffsky Dr. Bruce Kohrman

Steven J. Kravitz*u Paul KrussIsrael Lapciuc Donald E. Lefton*u Marcy LeftonHarry A. “Hap” Levy*u Joel LevyNathan LewingerNancy LipoffNorman H. Lipoff *u Ellen Mandler Robert MerlinGail Meyers Leonard Miller Sandra Muss Dr. Mark OrenNedra Oren*u

JoAnne Papir Adrienne Pardo Aaron S. Podhurst*u Dorothy Podhurst Judith ReichStephen Riemer Joseph RoismanEllen RoseLawrence M. Schantz David M. Scharlin Gloria Scharlin*

Jeffrey Scheck Michael Scheck*u Steven ScheckRabbi Solomon Schiff

Mark SchnappMaxine E. Schwartz*

Robert Shelley Morrie H. Siegel Dr. Barry Silverman Dr. Joseph Singer Robert Singer Harry B. Smith*u Joy SpillLourdes Gabriela SuarezMark Tanenbaum Robert H. Traurig* Debra Braman Wechsler Stanley WeinsteinRobert Werner Amy Wildstein Norma Kipnis Wilson* Ray Ellen Yarkin Gary Yarus Dror Zadok Isaac Zelcer*u Regina F. Zelonker Rabbi Yochanan Zweig Alex Zylberglait

u – Federation Past President

* – Life Member

2009–2010 OFFICERS

William LehmanChair of the Board

Donna R. BlausteinVice Chair and The Foundation of the Greater Miami Jewish Federation Chair

Lezlie PoyastroVice Chair

Joseph KavanaSecretary

Saby BeharImmediate Past President

Barbara Black GoldfarbVice Chair and General Campaign Chair

Raquel ScheckVice Chair

Michelle S. DienerAssociate Secretary

Julie Russin BercowVice Chair and Women’s Department President

Isaac OlembergVice Chair

Hedy WhitebookVice Chair

Brian L. BilzinTreasurer

Richard N. BernsteinVice Chair and Planning and Distribution Committee Chair

Sidney PertnoyVice Chair

Richard YulmanVice Chair

Robert C. GilbertAssociate Treasurer

Jacob SolomonPresident and Chief Executive Officer

2009–2010 BOARD OF DIRECTORS

GREATER MIAMI JEWISH FEDERATION

R E P O R T T O T H E C O M M U N I T Y 2009GREATER MIAMI JEWISH FEDERATION

Page 14: Annual Report

2009–2010 STANDING COMMITTEES

2009–2010 PROFESSIONAL STAFF

GREATER MIAMI JEWISH FEDERATION

Jacob Solomon*President and Chief Executive Officer786.866.8600 | [email protected]

Emma NorganExecutive Assistant786.866.8605 | [email protected]

Myron J. “Mike” BrodieExecutive Vice President Emeritus786.866.8624 | [email protected]

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Luciana AguinisAssistant Director, International Division305.705.0800 | [email protected]

David AssayagDirector, Office Management / Building Services786.866.8470 | [email protected]

Dahlia BendavidDirector, Israel and Overseas Department786.866.8445 | [email protected]

Renee BennettController786.866.8476 | [email protected]

Sandra BishopCampaign Training and Software Services Administrator786.866.8450 | [email protected]

Katy BoyaskDirector, The Network786.866.8444 | [email protected]

Carol Brick-TurinDirector, Jewish Community Relations Council786.866.8485 | [email protected]

Stefanie BrownCampaign Associate, The Network 786.866.8448 | [email protected]

Sydney Newmark CarpelAssistant Director, Major Gifts Division786.866.8433 | [email protected] Lori Shuster DearmanAssociate, Jewish Community Relations Council786.866.8487 | [email protected]

Pamela DiGiacomoDirector, Professional Advisory Committee,The Foundation of the Greater Miami Jewish Federation/Director, Attorneys’ Division786.866.8627 | [email protected]

Lori DrutzDirector, Jewish Volunteer Center786.866.8414 | [email protected]

David A. FeigenbaumAssociate Campaign Director305.705.0800 | [email protected]

Carole F. FinkDonor Relations / Data Support Services Administrator786.866.8428 | [email protected]

Marc FishmanAssistant Director, Financial Resource Development786.866.8425 | [email protected]

Rena GennIsrael Representative011.972.4.637.3004 | [email protected]

Ellen GoldbergSenior Planning Associate786.866.8497 | [email protected]

Ian “Ike” HellerDirector, South Dade Branch305.595.5151 | [email protected] Simon KaminetskyDirector, Philanthropic Initiatives786.866.8453 | [email protected] Rabbi Frederick L. KleinDirector, Chaplaincy786.866.8620 | [email protected]

Adam KolettSenior Planning Associate786.866.8494 | [email protected]

Michelle Labgold*Chief Planning Officer786.866.8492 | [email protected]

Stephen C. Lande, J.D.Director, The Foundation of theGreater Miami Jewish Federation786.866.8623 | [email protected]

Jeffrey Y. Levin*Chief Development Officer786.866.8418 | [email protected]

Roberta LondonInternal Auditor and Budget Analyst786.866.8496 | [email protected]

Abby MandelSenior Campaign Associate,Miami Beach / Key Biscayne Branch786.866.8439 | [email protected]

George MooreNetwork Administrator786.866.8460 | [email protected]

Ofi Osin-CohenDirector, Women’s Department786.866.8440 | [email protected]

Alon OzerSenior Investment Analyst, The Foundation of the Greater Miami Jewish Federation786.866.8468 | [email protected] Nicole Marshal OzerAssistant Director, Communications and Marketing786.866.8402 | [email protected] Jenni PersonCoordinator, The PJ Library786.866.8572 | [email protected] Bonnie Reiter-Lehrer*Chief Communications and Marketing Officer786.866.8401 | [email protected]

Laura Guren RodriguezSenior Community Development Associate786.866.8680 | [email protected]

Leslie RosenbergSenior Communications and Marketing Associate786.866.8404 | [email protected]

Michael ScheinblumDirector, Risk Management Services786.866.8480 | [email protected]

Stephen M. Schwartz*Chief Financial Officer786.866.8474 | [email protected]

Soiby SeidnerProgram Coordinator, International Division305.705.0800 | [email protected]

Dany ShandlerDirector, Human Resource Development786.866.8410 | [email protected] Jordan ShumofskyVIP Services Manager / Assistant to the President and Chief Executive Officer786.866.8427 | [email protected]

Bonnie SoloffCare Manager, Golden Care Foundation,The Foundation of the Greater Miami Jewish Federation305.705.0800 | [email protected]

Daniel StaffenbergDirector, Major Gifts Division786.866.8431 | [email protected] Naomi Sterne-Initiatives Manager786.866.8403 | [email protected] Fran TroppDirector, Golden Care Foundation,The Foundation of the Greater Miami Jewish Federation305.705.0800 | [email protected]

Karen WeinerMissions Coordinator786.866.8436 | [email protected]

Meredith WilenskyAssociate Director, Women’s Department786.866.8438 | [email protected]

* – Member of Senior Management Team

AdministrativeIsaac K. Fisher

Agency SupportSteven Hurwitz Ellen Rose

AuditJoel Levy

Building OperationsJoseph Roisman

Bylaws and GovernanceRep. Elaine Bloom

Campaign ExecutiveBarbara Black Goldfarb

Communications and MarketingDavid M. Scharlin

Community ChaplaincyJudith Reich

Executive Evaluation and CompensationWilliam Lehman

Federation/Synagogue RelationsRabbi Gary GlicksteinDr. Joseph Singer

Financial ManagementPaul Berkowitz

Financial Resource DevelopmentSaby Behar

The FoundationDonna R. Blaustein

Holocaust MemorialRabbi Solomon Schiff

Human Resource DevelopmentRobert Merlin

Israel and OverseasRaquel Scheck

Israel ProgramsMorris Futernick

Jewish Community Relations CouncilRegina F. Zelonker

Miami Beach Branch BoardLawrence M. Schantz

NominatingMichael M. Adler

North Dade/Aventura Branch BoardAmy Berger Chafetz

Philanthropic InitiativesNorman H. Lipoff

Planning and DistributionRichard N. Bernstein

Pledge RedemptionRobert Werner

South Dade Branch BoardLezlie Poyastro

The NetworkMatthew L. Adler Alex Zylberglait

Women’s Department BoardJulie Russin Bercow

Visit JewishMiami.org

Page 15: Annual Report

The GreaTer MiaMi Jewish FederaTion

GraTeFully acknowledGes our Proud Business ParTners.

THANKS TO THE COMMITMENT

OF THESE CORPORATE

SPONSORS DURING THIS

PAST YEAR, THE FEDERATION

WAS ABLE TO MAXIMIZE THE

FUNDS RAISED FOR VITAL

SOCIAL SERVICE PROGRAMS

IN MIAMI, IN ISRAEL

AND WORLDWIDE.

PLATINUM SPONSORS

GOLD SPONSORS

SILVER SPONSOR

BRONZE SPONSORS

PEARL SPONSORSIt’s More than GoodwIll,

It’s Good BusIness.

If you would like to learn more about Corporate Sponsorship opportunities with the Greater Miami Jewish Federation,

please contact Marc Fishman at 786.866.8425 or [email protected].

Greater Miami Jewish FederationStanley C. Myers Building 4200 Biscayne Boulevard

Miami, Florida 33137305.576.4000 | JewishMiami.org

The Mission of the Greater Miami Jewish Federation is to mobilize human and financial resources to care for those in need, strengthen Jewish life and advance the unity, values and

shared purpose of the Jewish people in Miami, in Israel and around the world.

1 4 1 5

David M. ScharlinChair

Bonnie Reiter-LehrerChief Communications and Marketing Officer

Nicole Marshal OzerAssistant Director,

Communications and Marketing

Leslie RosenbergSenior Communications and Marketing Associate

Report to the Community is produced by the Communications and Marketing Department of the Greater Miami Jewish Federation.

A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 800.435.7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. CH 435.

100% OF EACH CONTRIBUTION IS USED TO CARRY OUT THE MISSION OF THE GREATER MIAMI JEWISH FEDERATION.

PhotographyAaron Eisenberg, Fred George, Sarah Levin, Jonathan Levine, Leon Levitas, Deborah Gray Mitchell, Stephen Shames and Lloyd Wolf

DesignVortex Communications, Coral Gables, FL

R E P O R T T O T H E C O M M U N I T Y 2009GREATER MIAMI JEWISH FEDERATION

The GreaTer MiaMi Jewish FederaTion

GraTeFully acknowledGes our Proud Business ParTners.

THANKS TO THE COMMITMENT

OF THESE CORPORATE

SPONSORS DURING THIS

PAST YEAR, THE FEDERATION

WAS ABLE TO MAXIMIZE THE

FUNDS RAISED FOR VITAL

SOCIAL SERVICE PROGRAMS

IN MIAMI, IN ISRAEL

AND WORLDWIDE.

PLATINUM SPONSORS

GOLD SPONSOR

SILVER SPONSOR

BRONZE SPONSORS

PEARL SPONSORSIt’s More than GoodwIll,

It’s Good BusIness.

If you would like to learn more about Corporate Sponsorship opportunities with the Greater Miami Jewish Federation,

please contact Marc Fishman at 786.866.8425 or [email protected].

Greater Miami Jewish FederationStanley C. Myers Building 4200 Biscayne Boulevard

Miami, Florida 33137305.576.4000 | JewishMiami.org

The Mission of the Greater Miami Jewish Federation is to mobilize human and financial resources to care for those in need, strengthen Jewish life and advance the unity, values and

shared purpose of the Jewish people in Miami, in Israel and around the world.

Page 16: Annual Report

Stanley C. M

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4200 Biscayne B

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iami, FL 33137

305.576.4000305.573.8115 faxJew

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GR

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IAM

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Thank you for helping to strengthen and provide comfort to our community through your support of the Greater Miami Jewish Federation.

The Mission of the Greater Miami Jewish Federation is to mobilize human and financial resources to care for those in need, strengthen Jewish life and advance the unity, values and shared purpose of the Jewish people in Miami, in Israel and around the world.

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