ANNUAL REPORT 2011-2012
DEAR FRIENDS,
This has been a year to remember. During the past year we completed our
first community study, and followed it with a strategic-planning process that
involved more than 60 members of the community, consisting of five focus groups
addressing a set of crucial consensus-driven issues that will impact our future as
a Jewish community. From enhancing Israel travel, education, and awareness,
to promoting Jewish continuity, to reaching out to the next generation of leaders
while maintaining a strong core, we are addressing issues that will define us going
forward. One important recommendation was to examine our allocations process
to determine how creative funding can have an additional significant impact on the
general community. Who are important stakeholders and natural partners?
How can we leverage relationships to have an immediate impact?
We have adopted a two-tier track in approaching the implementation phase of the
planning process, denoting that we have short-term goals and intermediate and
longer-term goals. We are meeting during the next several months with a goal of
initial implementation of our short-term goals by the end of the calendar year.
We continued to excel in annual campaign growth during the past decade,
ranking 4th nationally among all 157 Federations. Our Young Adult program has
exceeded expectations as the number of young people participating has increased
dramatically, and this trend must continue. We plan during the next year to begin
“reimagining” education in our community from cradle to grave in conjunction
with community stakeholders. We continue to be blessed with a sophisticated
Community Relations department that helps us deliver high-quality programming
while we guard against anti-Semitism and prejudice.
Finally, please spend a few moments looking at the allocation wheel on the second
page of the annual report. We can take much pride in knowing our community
is responsible for almost 3 million dollars in program allocations each and every
year. This can only happen through the leadership and generosity of our wonderful
donors, our dedicated volunteers, and professional staff. This has truly been a year
to remember.
Malka Evan
Chair
Rodney J. Margolis
President & CEO
CONTENTS
2
2012 Allocations
3
Federation/Israel Campaign
4
Societies
5
Women’s Philanthropy
6
TOV
7
NextDor / PJ Library
8
Community Relations
9
Community Coalition for Jewish Education / Chaplaincy Services
10
Partnership 2Gether
11
Endowments
15
Corporate Partners in Caring
16
Financial Information
17
Committees
18
Leadership and Staff
2012 Total Resource Allocation
$3,860,036
Literacy
Security Coordination
Society Events
Strategic Planning
Women’s Events
Yom Ha’atzmaut
Young Adult Programming
2
$1
,0
27%
27%
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ent
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64
Be
ne
f
Havurah Vatik
Hebrew Academy
Hillel
Holocaust Survivors & Friends
Education Center
JERNY
Jewish Family Services
Jewish Girls Retreat
Maccabi Games
Maimonides Hebrew Day School
Mifgash
Nassau Synagogue &
Jewish Community Center
Ne’imah Jewish Community Chorus
Schenectady B’nai B’rith Unit 879
Schenectady JCC
Skidmore College
Temple Israel
Temple Sinai
Troy Jewish Community
Religious School
r
ia
Loc
al
6
1,
$40
C
ng
isi
ra
nd
Fu
Corporate Sponsorship
Headliner Programs
Lion of Judah
North Country
Pacesetter Programs
Phonathons
Pillar Programs
Super Sunday
WP Connections
WP Major Gifts
ng
i
m
Cong. Agudat Achim
Cong. Beth Abraham-Jacob
Cong. Beth Emeth
Cong. Beth Israel
Cong. Beth Tephilah
Cong. Gates of Heaven
Cong. Ohav Shalom
Cong. Shaara Tfille
Cong. Shaaray Tefila
Daughters of Sarah
Glens Falls Temple/
Synagogue School
Hadassah Capital District
38
Co m
mu
ni
ty
ro
am
r
g
Albany JCC
B’nai Sholom Reform Cong.
Board of Rabbis
B’yachad Collaborative School
Camp Gan Israel
Camp Givah
Capital Region Friendship Circle
Center for Judaic Studies
Chapel House
ic
P
Anti-Prejudice Education
Chaplaincy (Rabbi on Staff)
Community Calendar
Community Coalition
for Jewish Education
Community Relations
CPE Programs
Endowment Partnerships
Federation Website
Interfaith
Israel Education
Jewish Educator Workshops
Leadership Training
el
a
r
s
I
N
r
he
t
&O
Eshkol Partnership
Israel Experience
Israel Scholarships
Jewish Agency for Israel
Jewish Alliance Partnership
Jewish Council for Public Affairs
Jewish Educational Services
of North America
Jewish Federations
of North America
Joint Distribution Committee
Missions to Israel
NYS Association of Federations
Overnight-Camp Scholarships
PJ Library
Taglit-Birthright
2
FEDERATION/ISRAEL
CAMPAIGN
In 2011, the Campaign closed at $3,001,000, an increase of $37,657 over the
$2,962,000, achieved in 2010.
Joan Heffler, Creative Expressions Photography
The 2012 Federation/Israel Campaign has already achieved $2,336,323 with an
increase of $152,343 from the same donors. The highlight of the Federation’s
2012 Annual Campaign has been the Neil and Jane Golub $50,000 Matching Gift
Challenge Grant. This most generous act of philanthropy has changed the climate
and tenor of the annual drive.
2012 Federation/Israel Campaign as of June 1
Number of pledges secured – 1,607
# of increases – 880
% of increases – 54.76%
According to Neil Golub, "Jane and I were asked to help stimulate donation efforts
by creating a Challenge Grant, which we are all too happy to do. We are most
concerned about the turmoil in Egypt and Syria and the continued defiance of Iran.
We need to keep Israel healthy through our humanitarian efforts, in addition to
supporting local needs.”
Joan Heffler, Creative Expressions Photography
DID YOU KNOW...
Federation distributes funds to Daughters of
Sarah Senior Community, which provides longterm care in skilled nursing and assisted-living
facilities for 540 Capital Region elderly per year.
Jane added, “Federation is critical to the fabric and unity of our community. We also
know that whenever or wherever there is a crisis in the Capital Region, in Israel,
or anywhere in the world, we can count on our Federation to respond quickly,
forcefully, and responsibly.”
vent
ederation e
Country/F
nnual North
th
e 11 A
crowd at th
rd, sold-out
A reco
More than 115 children will receive financially
need-based scholarships to attend a Jewish
summer camp.
869 rides to Jewish elderly were provided through
Project 5, the Federation/JFS transportation
program.
Federation/Hillel served more than 1,950 Shabbat
meals to Jewish college students.
The JFS NORC program interfaced with 1,200
seniors – 450 residents received intensive services.
55 children with individual learning needs were able
to participate in area religious school programs.
3
Another successful
Super Sunday!
Federation’s society program consists of three affinity groups:
Brandeis Baruch Society for Jewish business, financial,
and legal professionals
Co-Chairs: Marc S. Ehrlich, Bruce Finkle, Alan Lobel, Ellen Madison,
Michelle Ostrelich, and Lianne Pinchuk Wladis
Chaim Weizmann Society for Jewish academic, government,
and technology professionals
Co-Chairs: Dr. Seth Chaiken, Jeffrey Farber, Stuart Gang, Mark Moses,
Dr. Malcolm Sherman, and Barbara Zaron
Maimonides Society for Jewish medical and health professionals
Co-Chairs: Dr. Kenneth Kroopnick, Dr. Joseph Schwartz, and Dr. Ted Wladis
These societies were established to encourage involvement, leadership, and
philanthropy in the Jewish community among its members, enable its participants
to serve as role models for their colleagues, families, and friends, and provide for
Jewish welfare, continuity, and survival—locally, in Israel, and worldwide.
Success: Membership growth in each society has ranged from doubling to
practically tripling. For example, Maimonides Society started with 63 members
and now has more than 180 members. Many members of the Federation Board
of Directors and Jewish Community Endowment Board of Governors began their
involvements through attendance at a society event.
According to Malka Evan, Chair of Federation, “The society program has been a
blessing to our Jewish community. It builds community and unity. The attendance
at society meetings has been unbelievable. This past season, attendance
averaged nearly 200 people per program. People look forward to meeting
old friends, making new friends, and participating at stimulating events.”
“People look forward to meeting
old friends, making new
friends, and participating
at stimulating events.
”
2011–2012 SEASON
Speaker: Dr. Sharon Goldman, AIPAC Northeast Region Political Director
Topic:
An Insider’s
View
theHarold
Challenges
Federation
partners
withofthe
Grinspoon
Facing Israel
on Capitolto Hill
Foundation
fund PJ
Library, a Jewish education initiative.
Speaker: Miri Eisen, retired Colonel of the IDF and
374 local Jewish families with young
former assistant to Director of Military Intelligence
children receive books and/or CDs on
Topic: Israel Under Attack: De-legitimization, a monthly basis.
Sanctions, United Nations, Media, & Campuses
Speaker: Micah Halpern, bestselling author,
syndicated columnist, social and political
commentator
Topic: Why are the Palestinians winning the
media war and what can Israel do about it?
Speaker: Dr. Bernd Wollschlaeger, author of
“A German Life”
Topic: Why the son of a decorated Nazi tank commander converted to Judaism: A Journey of Awakening, Family Dissolution, and Spirituality
4
Joan Heffler, Creative Expressions Photography
SOCIETIES
WOMEN’S PHILANTHROPY
Women’s Philanthropy (WP) raised $868,017 for the 2011
Campaign, and as of June 1 has raised $718,004 for 2012.
“Each year Women’s Philanthropy invites women to a community-wide event that is
open to all with no minimum gift to Federation. Because of the potential for a large
audience, this year it was felt that this would be the ideal forum to address an issue
that touches the lives of many Jewish women and of which many are unaware.
More than 150 individuals
attended the WP Community
Wide event on March 19.
Both Mara Ginsberg, founder
of the Capital District
organization, To Life, and
Rochelle Shoretz, President
of Sharsheret, a national
Joan Heffler, Creative Expressions Photography
not-for-profit organization
connecting Jewish women
fighting breast cancer,
Rochelle Shoretz with Community Wide Event Co-Chairs
delivered a very informative
presentation. The main message that we all took away was to learn one’s family
history of these cancers so that one can be proactive should many occurrences of
cancer appear in a family. I’m proud to be part of Women’s Philanthropy.”
– Evy Farbstein
5
Philanthropy is not
“onlyWomen's
about helping our wider
community but also our Jewish
women right here in our region.
”
“What better way to be part of something greater
than ourselves than by joining a community of
women who look for ways to support other women
through charity and philanthropy. Women's
Philanthropy of the Jewish Federation does just
that. As a woman who has been part of this giving
community for many years, I love that they include
local charitable organizations such as To Life!
to help promote health and wellness through
awareness about breast cancer. Women's Philanthropy
is not only about helping our wider community but
also our Jewish women right here in our region.”
Mara Ginsberg, Founder and President of To Life!
Joan Heffler, Creative Expressions Photography
“I know many of the
women left with lots of
hugs that day.”
TOV is a new collaborative effort between the women of Jewish Federation
and social service agencies in the Capital Region. TOV believes that there is
power in the work of the female collective.
This year women came together to volunteer and help people in our community
in three special places: Girls Inc., Daughters of Sarah Senior Community, and
Hebrew Academy of the Capital District.
“A great mitzvah was accomplished when TOV volunteers visited the residents at the
Daughters of Sarah. They helped transport the residents to a Sunday afternoon concert,
and raised their spirits by giving them the opportunity to speak to new, caring visitors.
TOV volunteers left feeling uplifted as well.” – Audrey Ellowitz, TOV Volunteer
TOV with the girls at Girls Inc.
hters of Sarah
TOV at Daug
“Girls Inc. was thrilled to have a group of women
from the Jewish Federation host one of our
Birthday/Girl of the Month Celebrations.
Having an opportunity for successful women from
the community spend time and interact with the
girls means so much to them. I know many of the
women left with lots of hugs that day. We look
forward to our continued work with the Jewish
Federation.”
– Laura Marx, Development Manager, Girls Inc.
“What a special time I had volunteering with TOV
at Hebrew Academy’s Special Friends and
Grandparents Day. The afternoon I spent in the
loving atmosphere in the second grade classroom
was wonderful. The teacher was outstanding and
the children were enthusiastic learners. How lucky
we are to have such a wonderful resource as the
Academy in our community.”
– Jean Becker, TOV Volunteer
TOV at Hebrew
Academy Speci
al Friends and G
randparents Day
6
Community members aged 22-45 who are dedicated to a continued
vibrant Jewish community. NextDor is growing, becoming more
involved in the community, making excellent connections and huge
strides in local and global social change!
We are so excited that Clusters have come
to the Capital Region! Clusters are targetspecific programming groups that provide
a wider net, narrower focus, and enable
more people to be engaged in the planning
process! Join one of our clusters today!
New Professionals and
Singles NextDor Cluster
Networking, learning, exploring Jewish identity,
and socializing for people 22-35 who are single or
just starting their careers.
Mishpucha NextDor Cluster
2012
Tribefest delegates
“Becoming involved with Jewish Federation is one of the best things I’ve done since
moving back to the Capital District. It’s been a great way to meet other young Jewish
people in the area, and open me up to a world of new experiences. The national
conferences, including Tribefest, have been a tremendous chance to explore my personal
Jewish identity in the context of Jewish Federations worldwide impact. Joining the
National Young Leadership Cabinet as the first Capital Region representative in over
15 years is only the next step for me. I am eager for the learning, the connections to
people and communities around the country, and the lessons to bring back home.”
– Dr. David Morrison
“Participating in Tribefest made me realize the potential of the Capital Region Jewish
community. From developing our Hebrew language abilities, to finding harmony
between our Jewish ethics and our green conscience, to dancing and singing,
storytelling and comedy, we have a plethora of creative abilities.” – Dori Robinson
ONE BOOK AT A TIME
Federation’s PJ Library program was very proud to open the first-ever ‘Jewish
Book Nook’ at the John J. Bach Branch of the Albany Public Library, furnished
with 100 new books about Jewish culture and customs geared toward kids.
More than 150 parents and children attended the opening of the
‘Nook,’ and everyday it gets used by local Jews and non-Jews.
DID YOU KNOW...
Over 375 Jewish families in the Capital Region are currently
receiving new books monthly thanks to Federation, The Harold
Grinspoon Foundation, Evy & Larry Farbstein, Hugh Johnson
Advisors’ and the Pardus Family Philanthropic Fund.
7
Connects Jewish families with young children
under the age of B’nai Mitzvah.
L’Chaim NextDor Cluster
Kosher wine tastings, brewery tours, and Torah
on Tap for the adult beverage aficionados between
the ages of 22 and 45.
NextDor Outdoors Cluster
Combines Jewish principles and outdoor activities
with environmental education.
Philanthropy NextDor Cluster
Focuses on fundraising, missions, leadership
training activities and high-end programming for
emerging leaders under 45 who are BGS, Poms,
and LOJs.
Tikkun Olam NextDor Cluster
Works with local agencies and global
organizations to ensure the basic tenets of
Tikkun Olam, Mitzvot, and G’milut Chasidim.
Jewish Book
No
John J. Bach ok grand opening event
at
Library Bran
ch
COMMUNITY RELATIONS
Community Relations programs promote literacy, build interfaith relations
and mutual respect, reduce prejudice, combat anti-semitism, provide education
to promote understanding and support for Israel and the Jewish people, and
provide security preparedness and protection information, and much more.
Teacher Education programs are co-sponsored with the Capital District Council for
the Social Studies and Holocaust Survivors & Friends Education Center. This year
the programs expanded to provide community education events open to the public at
Albany Law School, Union College, and the Federation.
Annual Teaching and Learning about Israel and the Middle East: Dr. Michael
Bar Zohar spoke on “Israel in a Changing Middle East: the Arab Spring – The Effect
on the Countries and the People of the Middle East and the Peace Process.”
Annual Teaching and Learning about the Holocaust: Eli Rosenbaum, Director of
the Human Rights and Special Prosecutions Section of the U.S. Justice Department,
presented to teachers and the community on “Timeless Justice: the Investigation and
Prosecution of Nazi War Criminals and Other Human Rights Violators in the United States.”
Holocaust survivor, Steven Hess, presented “From Amsterdam to Westerbork to Bergen Belsen to America: A Childhood Interrupted” at a Teachers Workshop and evening community program.
“It gives a sense of
purpose to my life.”
Capital Region Jewish Coalition
for Literacy brings together the Hebrew
Academy 8th grade class, Niskayuna high school
students, Union College students, adult reading
coaches, and The Massry residents with children in
grades Kindergarten through third grade in Albany,
Schenectady, and Troy city schools. These reading
coaches provide one-on-one reading assistance and
free books for the children to take home.
“Each volunteer, from ages 12 to 90, gives time,
energy, and enthusiasm to help and encourage a
child to become a more confident reader,” says Carol
Peretz, Albany liaison.
For The Massry Residence volunteers, the program
also gives back, “It gives a sense of purpose to my
life.” – Rheba Rubins, Massry resident reading coach
at Delaware Community School in Albany.
Reading coaches also enjoy special programs with
children’s book authors, illustrators, and literacy
experts. This year’s speakers were Dr. Irene
Rosenthal, education professor at the College of
Saint Rose, and Kyra Teis, author and illustrator.
Eli Rosenbaum with area social studies and English teachers at the teacher workshop
Security Briefings – Yearly programs with FBI, law enforcement and Secure
Community network Jewish communal security organization to provide connections
and information to help keep our Jewish community and our Jewish institutions safe.
Yom Ha’atzmaut Israel Independence Day Celebration at the Lally School of
Education at the College of St. Rose, featured “Israel @ 64” by Professor Stephen
Berk and premiere of the film “Israel Inside: How a Small Nation Makes a Big Difference.”
Kristallnacht Community Interfaith Confronting Bigotry Commemoration
featured the premiere of the film “Inside Hana’s Suitcase” with a special presentation
by George Brady, Hana’s brother, and interfaith commemoration with representatives
of seven different faith groups and Holocaust survivors.
Environmental Coalition joined together to raise awareness of Tikkun Ha’aretz,
and works to educate and mobilize the Jewish community in partnerships with
synagogues and groups.
Shirley Gordon with Joel and Jacob at
New Scotland Elementary, Albany
8
COMMUNITY COALITION FOR JEWISH EDUCATION
The Community Coalition for Jewish Education (CCJE) continues to provide a full range of educational and programming services to the Jewish
schools in the Capital Region. Student programming, Jewish educator resources and workshops, and funding for external learning opportunities
are ongoing. In planning for the future, CCJE is helping to create a communal vision for Jewish education, integrating the changes in technology,
educational philosophy, and Jewish life in the 21st century. We are excited to engage in this forward-thinking, evolving process that help share
Jewish education in the Capital District for the future.
“The CCJE provides wonderful educational opportunities for the principals, teachers, teen aides,
and students throughout the greater Capital Region Jewish community.
Monthly the principals meet to plan, discuss, share and develop new strategies and ideas for
themselves and their schools. Several nationally known educators have been guest lecturers at
the principals meetings to instruct them regarding new developments in Jewish Education.
The CCJE also has an annual workshop day that brings teachers from all over the area to study
together for the entire day. The teachers learn from the best and brightest Jewish
educators within the area. A keynote speaker is brought in to introduce the theme of the day
and to lead some of the sessions.
Each year the CCJE plans educational programs for specific grade levels.
Students from several area synagogues come together to participate and learn.
The CCJE continues to be a vital part of the educational process in the Capital Region,
insuring that Jewish learning begins with our leaders.”
– Wendy Barnet, Retired Director of Education, Beth Emeth
Celia Rosen presen
ts her “My Family St
ory” project
to her Hebrew Acad
emy class.
CHAPLAINCY SERVICES
The Federation Chaplaincy Program serves the spiritual and cultural needs of about 200 Jewish seniors in more than 50 long-term care facilities from
Valatie to Glens Falls. One-on-one visits, religious and cultural programs are supplemented by information provided to recreation staff by an
informational newsletter published by Federation. Federation, in cooperation with the Capital District Board of Rabbis, Jewish Family Services
of NENY, and other community organizations, works to bring Yiddishkeit to seniors at facilities where there are few Jewish residents.
97
Rabbi Beverly W. Magidson leading a Shabbat service at Albany County Nursing Home
PARTNERSHIP 2GETHER
The Jewish Agency’s Partnership 2Gether (P2G) platform has become the paradigm for
successfully partnering global Jewish communities directly with Israeli communities.
An extraordinary global platform connecting some 550 communities around the world in 45
partnerships, P2G is building living bridges among these communities. We are fortunate to be
partnered with the Eshkol region, in the Northern Negev. In our sixth year of the Partnership,
we have established strong bonds with many residents of the region. Our youth are particularly connected through class twinning, allowing them
to communicate through notes, “identity cards,” online connections, and skype. Please see Mollie’s letter below.
Over the years we have helped to support numerous programs in the region to help enrich the lives of the residents. Three new initiatives,
which we are delighted to help support are the Youth Leadership program, where teen leaders are selected and trained to run programming for
700+ area youth, the Young Adult Center for recreation, social and educational programming for those post-Army to 35, and the proposed Music
Conservatory, located at the regional High School, as an extension of the Music Academy that we have been supporting since the inception of the
Partnership. Great things are happening, and the Partnership continues to grow and flourish.
“It’s only 11:13 in the morning and we have already had a very
touching and meaningful experience. Before we came to Israel, in
school, Ruti asked for volunteers to participate in the Yom HaShoah
Memorial Service in Israel with the Israeli eighth graders. I volunteered
to write and speak in English, and Noah volunteered to speak in
Hebrew. On the plane, Ruti worked with both of us, helping us prepare
our speeches. Little did I know that we were going to be speaking in
front of the entire 7-12th grade school. I was starting to have major
anxieties about this, especially when I walked into the huge auditorium
filled with 900 students.
Today, we again saw our new eighth grade Israeli friends, and after
becoming friends with so many of them yesterday, it was not easy to
say goodbye so soon. They were all so friendly and welcoming, and
we promised each other that we will keep in touch on Skype and
Facebook. We are all so grateful to have met them.
Their ceremony was much different than ours. The program began with
the head of school welcoming the students, the faculty, community
guests, and a special welcome to HACD. The entire program was in
Hebrew, and everyone in the audience was wearing white shirts. The
program included video clips of some of the students who participated
in the “March of the Living” experience in Poland, some quiet songs,
and poetry.
The trip is amazing, and I cannot wait for more to come.”
Now we are on our way to a hike in Ein Avdat. We learned about that
in school, and we are perfectly aware that it will be challenging, but fun.
After the long hike, we are going to the Bedouin tents, where we will ride
camels, have dinner and a bonfire, and then sleep overnight in tents.
Love, Mollie
Hebrew Acad
emy 8 th grade
in Israel
Noah and I were escorted on stage about halfway through the program.
I was so incredibly scared and nervous. We both said our speeches,
and were later told that we did an amazing job. We even got to meet
the mayor, and take a picture with him .
For the past nine years, I have been used to going to school on
Yom HaShoah and spending the day with the lights out, wearing a
yellow Jewish star badge, planting a tree, and having a small
ceremony. However, being here in Israel, with Israeli students, in an
Israeli school, surrounded by Hebrew, made everything so much more
meaningful. The students in that school all behaved as though it was
their personal tragedy. I finally became aware that this is also my
personal tragedy. Yom HaShoah will never be the same for me,
because I will always remember my experience at Nofei Habsor.
ion
Eshkol Reg
estra
Youth Orch
10
ENDOWMENT DEVELOPMENT PARTNERS
We were privileged to work together with our 13 Endowment Development Partners to help secure the future of these
individual organizations that form a major part of the heart and soul of our local Jewish community.
B’nos Israel – Community Mikvah
B’nai Sholom Reform Congregation*
Congregation Agudat Achim
Congregation Beth Emeth
Congregation Beth Israel
Congregation Ohav Shalom
Congregation Shaara Tfille
Daughters of Sarah Jewish Foundation
Hebrew Academy of the Capital District
Hillels of Northeastern New York
Robert and Dorothy Ludwig Schenectady
Jewish Community Center
Sidney Albert Albany
Jewish Community Center
Temple Israel
Temple Sinai
*Joined in 2012
The Jewish Community Endowment Fund
Endowment Board of Governors 2011 – 2012
Susan M. Farber, Chair
Joyce Bookstein
Dr. Arthur Brenner
Howard Carr
Scott Davidoff
Jeff Farber
Evelyn Farbstein
Dr. Marvin Garfinkel
Jerel Golub
Kenneth B. Segel
Dr. Gavin Setzen
David Siegfeld
Ilene Sykes
Jerry Sykes
Daniel Weinberg
Dr. David Weinstein
Dr. Ira Zackon
Dr. Lewis Morrison
Al Norek
Bernie Nowitz (obm)
Louis-Jack Pozner
Warren Rosenblum
Peter Rosenfeld
Dr. Harry Rosenstein
Beth Scher
Mark Handelman
Harlan Harrison
Robert Herman
Jesse Holland
Murray Jaros
Bette Kraut
I. Norman Massry
Irving Metzger
The Jewish Community Endowment Fund –
Summary for the year ending December 31, 2011.
Designated
Funds
Other
Organizations
PACE
Philanthropic
Unrestricted
Total
Contributions & Distributions:
Contributions (& other income)
$271,249 $190,379 $464,025 $1,074,740 $187,484 $2,187,876
Distributions (& other expenses)
($243,813)
($151,362)
($95,440)
($991,123)
($311,991)
($1,793,728)
$27,436
$39,017
$368,585 $83,618
($124,508)
$394,148
Total Contributions & Distributions
Net Investment Change & Management Fees
$9,800 ($39,221) ($61,507) ($154,640) ($26,309) ($271,876)
Net Surplus (Deficit)
$37,236 ($204) $307,078 ($71,023)
($150,816) $122,271
Beginning Fund Balance
$4,671,511 $2,987,563 $2,506,296 $2,651,420 $3,970,825 $16,787,616
Ending Fund Balance
$4,708,747 $2,987,360 $2,813,374 $2,580,398 $3,820,009 $16,909,887
11
Members who have given, or have made a commitment to give, a
minimum of $100,000 to The Jewish Community Endowment Fund.
We established our Foundation For the Future fund to encourage donors who
have supported the community for many years to assure that the programs
and services about which they care will be there for future generations.
Gifts received total close to $3,000,000.
Expectancies total over $8,500,000.
Anonymous
Elie Arwas (obm)
Carl Bloomberg
Robert Crystal (as fiduciary)*
Scott and Michelle Davidoff
Eitan and Malka Evan
Dr. Martin and Susan M. Farber
Laurence and Evelyn Farbstein
Evan and Renee Feinman
Daniel and Judith Flax
Gerald (obm) and Sue Friedman
Dr. Gary and Deborah Goldstein
Lewis (obm) and Colleen Golub
Neil and Jane Golub
Mark and Barrie Handelman
Jay and Nancy Handwerger
Harlan and Helen Harrison
Dr. Gerald and Karen B. Hausler
Robert and Beatrice Herman
Jesse and Mindy Holland
Mark and Chana Israel
Dr. Stuart and Bette Kraut
Barry and Sara Lee Larner
Ruth Laven (obm)
Robert J. Ludwig (obm)
E. Ruth Marinsky (obm)
Irving and Marcia Metzger
Marty Michaelson (obm)
Dr. Lewis and Phyllis Morrison
Irving Myers
Alfred and Meryl Norek
Louis-Jack and Rona Pozner
Dr. Alan and Judy Rosell
Jonathan and Shari Rosenblum*
Warren and Dorothy Rosenblum
Dr. Harry Rosenstein
Joshua and Lori Saxe
June Schechter
Dr. Howard Schlossberg and
Michelle Ostrelich
Kenneth and Nancie Segel
Randy Shapiro
Malcolm J. Sherman and
Susan Roth Sherman (obm)
David and Shara Siegfeld
Stephen and Etti Silverstein
Jerome and Ilene Sykes
Sam and Este Sylvetsky*
Paul Tocker*
Mel and Jane Waldman
Paul and Ann Zonderman
Jack and Monna Zuckerman*
*Joined in late 2011 or early 2012
A legacy gift to The Jewish Community Endowment Fund
will ensure our ability to touch the lives of our fellow Jews,
now and in the years to come.
“I never saw my Dad again.”
Jack was born in Vienna, Austria. His family
escaped to Brussels, Belgium where his
father was ordered to report for work camp.
On October 31, 1942, when Jack was 4 years
old, his Dad boarded train number 684 that
did not take him to work, but to Auschwitz.
Jack never saw his Dad again.
Joan Heffler, Creative Expressions Photography
FOUNDATION FOR
THE FUTURE
“
We wanted to make a difference.
We recognize the responsibility to
contribute to the health and wellbeing of the Jewish people, and
especially Israel. We believe an
endowed gift to The Jewish
Community Endowment Fund at
the Federation is the best vehicle to
secure the Jewish future. We want
to make sure such atrocities never
happen again.
”
– Monna and Jack Zuckerman
12
ENDOWMENTS
PACE (PERPETUAL ANNUAL CAMPAIGN ENDOWMENT) FUNDS
Income from the following funds is designated to the Annual Campaign in perpetuity.
Over $95,000 was allocated from these funds in 2011 to change and touch lives in our community.
Morris Alpert PACE Fund
Alvin Brown PACE Fund
Anna & David Denzer PACE Fund
Mona Feingold PACE Fund
Fred & Frances Feuer PACE Fund
Sue & Gerald Friedman PACE Fund*
Jasper Family PACE Fund
Gene Karp PACE Fund
Solomon Kunofsky PACE Fund
Ruth & Raymond Laven PACE Fund
Rhoda Levine PACE Fund
Robert Ludwig PACE Fund*
Dr. Ralph & Edna Marwill PACE Fund
Martin Michaelson PACE Fund
Irving Myers PACE Fund
Pardus Family PACE Fund*
Dorothy & Warren Rosenblum
Deferred PACE Fund
Susan Roth Sherman & Malcolm J. Sherman
Deferred PACE Fund
Henry Suss PACE Fund
Gordon Zuckerman PACE Fund
Linda Zuckerman PACE Fund
*Opened in 2011
PHILANTHROPIC (DONOR-ADVISED) FUNDS
Over $600,000 was allocated from these funds in 2011 to change and touch lives in our community.
Anonymous (2)
Fran and Mark Aronowitz Philanthropic Fund
Barbara and Eugene Berkun Philanthropic Fund
Carl Bloomberg Philanthropic Fund
Sam and Pearl Clevenson Philanthropic Fund
Farber Family Philanthropic Fund
Evelyn and Laurence Farbstein Philanthropic Fund
Bertha Fialko Philanthropic Fund
Marvin A. and Sharon G. Freedman Philanthropic Fund
Cecelia and Marvin Garfinkel Philanthropic Fund
Warren and Beverly Geisler Philanthropic Fund
Estelle and William Golub Philanthropic Fund
Jane and Neil Golub Philanthropic Fund
The Jerel and Geraldine Golub Charitable Fund
Walter and Gladys Graubart Philanthropic Fund
Harlan and Helen Harrison Philanthropic Fund
Dr. Gerald J. and Karen B. Hausler Philanthropic Fund
Zachary Hepner Fund
Beatrice and Robert Herman Philanthropic Fund
Alma and Henry Hurwitz Jr. Philanthropic Fund
Chana and Mark Israel Philanthropic Fund
Jacobs Family Philanthropic Fund
Lynn and Harvey Kalish Philanthropic Fund
Newton H. and Roddie D. Kaplan Philanthropic Fund
Dr. Miles and Marilyn Kletter Family Philanthropic Fund
The Kochav Katan Fund
Lewis and Phyllis Morrison Philanthropic Fund
Adelaide and Lewis Muhlfelder Philanthropic Fund
Meryl and Alfred Norek Donor Advised Fund
Pardus Family Philanthropic Fund*
BJ and Peter Rosenfeld Philanthropic Fund
13
The Nathan Rosenstein Memorial Philanthropic Fund
Barry Schechter and Kathy Hibshman
Philanthropic Fund
June and Jay Schechter Philanthropic Fund
William and Peggy Schwartz Philanthropic Fund
Kenneth and Nancie Segel Philanthropic Fund
Rose and Samuel, Peter and Howard Sherer
Philanthropic Fund
The Susan Roth Sherman and Malcolm J. Sherman
Philanthropic Fund
Rabbi Martin Silverman Fund
Silverstein Family Philanthropic Fund
Joyce and Bernard Teitelman and Family
Philanthropic Fund
Cynthia and Clifford Tepper Philanthropic Fund
Debbie and Herm Ungerman Philanthropic Fund
Howard and Sandie Vipler Philanthropic Fund
Weinberg Philanthropic Fund
Gordon and Linda Zuckerman Philanthropic Fund
*Opened in 2011
Philanthropic, or donor-advised, funds
allow the donors to make gifts at a time
most advantageous for them, while
maintaining the right to recommend
distributions to nonprofits of their choice.
Donors can allow the fund to grow for
a period of time and then begin making
recommendations. These funds have
provided substantial support for activities
within our Jewish community.
ENDOWMENTS
UNRESTRICTED FUND
Gifts provided by the following members of our community, during their lives
or by bequests, comprise the Unrestricted Fund of the Endowment.
Over $300,000 from this fund was allocated in 2011 to change and touch lives in our community.
Beatrice & Sidney Albert
Anonymous
Elie Arwas
James Benson
Sadie & Jack Berkun
Myrtle & Ernest O. Berman
Pearl & Sam Clevenson
David Denzer
Director’s Fund
Bertha Fialko
Hans P. Frankel
Irving R. Fulder
The Gold Family
Gladys & Walter Graubart
Elisabeth & Albert Hessberg II
Ellis Kolodny
Robert J. Ludwig
Helen & Frank Lyons
E. Ruth Marinsky
Edna B. Marwill
Bernard I. Mintzer
Jack & Jeanette Morrison
Jennie Muraven
Lillian Nidetch
Margaret Radin
Harold Ripps
Judy & Alan Rosell
Dorothy H. Rubin
Sol Shaye
Abraham Sherer
Mary Sohmer
Julius Stein
Rosewater Fund
Dr. Milton M. Sandler
David L. Spector
Samuel Stein
Sefton Temkin
Celia Arkush Wiseman
Steve Windmueller
F. Rhea Yulman
Lillian Zucker
DESIGNATED FUNDS
Almost $250,000 was allocated from these funds in 2011 to change and touch lives in our community.
COMMUNITY
John Breyo Fund to support Community Relations
Molly Glatt Fund to help people in need
Hershberg Hebrew Academy Teacher Salary Improvement Fund
Leon & Lillian Klein to support senior programming at the AJCC
Ruth & Raymond Laven Fund to Benefit Early Childhood Center at SAAJCC
Rhoda Levine Fund to support the SAAJCC
Rhoda Levine Fund to support Congregation Beth Abraham-Jacob
Charles & Anne Lieberman Fund to support audio-visual programs at the AJCC
Dr. Ralph and Edna Marwill Fund to support Congregation Gates of Heaven
Irving Myers Fund to support Congregation Beth Tephilah, Troy
Pardus Family Fund to support Temple Israel*
Joan & Jack Rosenblum Fund to support HACD
Mary Rosenstein Fund to support Congregation Beth Abraham-Jacob*
Schenectady Fund
May M. & Samuel Silverman Fund to support the local Jewish community
Clarice & George Silverstein Designated Funds to support the AJCC,
Daughters of Sarah, Congregation Ohav Shalom, & Temple Israel
Troy Fund
ELDERLY
Susan & Gilbert M. Baker Memorial
Dr. Robert & Goldie Hoffman Endowment Fund
Jewish Endowment Services for the Aged (JESA)
Medwin Family Fund
Dr. Ralph & Audrey Tannenbaum Fund
JEWISH EDUCATION, YOUTH, SCHOLARSHIPS,
AND AWARDS
Zvi Abbo Scholarship Fund
Samuel E. Aronowitz Young Leadership Fund
Axelrod-Lichtenstein Scholarship Fund
Rachel Berger Memorial Young Leadership Development
Myrtle F. Berman Young Leadership Award Fund
Samuel Booth Memorial Leadership Award
Michael M. Cohn Memorial (Kesher)
Paul M. Gans Memorial Scholarship Fund
*Opened in 2011
Donald Gould Memorial Fund
Hersh Scholarship Fund
Fund to support Hillel at UAlbany
Irving and Elaine Kirsch Hebrew Academy Endowment
Hilda & Dr. John Lanzkron Medical Scholarship Fund
Ruth & Raymond Laven Israel Experience Fund
Sabina Lencner Memorial Israel Scholarship Fund
Maimonides Hebrew School
Medwin/Krouner Pharmacy Scholarship
C. Michelove Scholarship Fund
Midrasha Fund
Mandy Morrison Memorial Endowment Fund to support the
youth group at Congregation Beth Shalom & Tzafon USY
Mary Rosenstein Fund to support HACD*
Clarice & George Silverstein Designated Funds to
support Hebrew Academy of the Capital District
Max Siporin Scholarship Fund
Abraham & Eleanor Staff College Scholarship Fund
Sternlicht Holocaust Memorial
Sefton Temkin Judaic Studies
Herman & Dorothy Tilman Scholarship Fund
Traub Memorial Yom Hashoah
Ernest H. & Jeanette B. Wasserman Fund to purchase books for
“underprivileged” children
Judith Littman Wax & Oscar Ben Zion Wax Scholarship Fund
Philip & Rose Ziffer Jewish Education Endowment Fund
OTHER
Arthur Fidler Memorial Fund to support children with special needs
Fund to Support the Restoration of Eastern European Jewish Cemeteries Project
Hyman Rosenblum Memorial Fund to support Israel
Dr. Jay Schechter Memorial Fund to support intergenerational programming
Sherer - Chapel House Fund
Harris & Frances Solman Transportation Fund for the elderly and disabled
14
CORPORATE PARTNERS IN CARING
The Corporate Sponsorship Committee, chaired by Norman Massry, once again set a new record in dollars raised,
achieving $235,250 from 60 secured sponsors, including six first-time sponsors.
The Northeastern New York Corporate Sponsorship Committee achieves more dollars proportionately than any Federation in the United
States or Canada. In our Jewish population size category, classified as a small intermediate-size Jewish Federation, the community that
comes closest achieves $37,500. Since its inception in 2001, the Corporate Sponsorship Committee has achieved more than $1,350,000.
All dollars achieved through this effort are distributed to beneficiaries to meet humanitarian and educational needs.
The Sidney and Beatrice Albert Foundation
Armory Automotive Family
GOLD ($7,500 - $14,999)
Citizens Bank
M&T Bank
Neil & Jane Golub
Neuberger Berman
Tri City Rentals / Massry Realty Partners
SILVER ($5,000 - $7,499)
Albany Medical Center
BBL Construction/Hospitality Services
First Niagara Financial Group
Frank Adams Jewelers
HSBC Bank
Key4Women at Key Bank
Langan Automobile Group
Vincent Meleco at Meleco Dinallo and Kelleher Wealth
Management Group at Wells Fargo Advisors
Merrill Lynch (The Clore Group)
NBT Bank
Nigro Companies
St. Peter’s Health Care Services
Trustco Bank Corp.
BRONZE ($2,500 - $4,999)
Anchor Agency
Ayelet Tours, Ltd.
Bank of America
Berkshire Bank
Capital Bank & Trust
Capital Bauer Ins. Agency Inc.
CDPHP
Chicago Title Insurance Company/
Fidelity National Title
Karen Glaser at Coldwell Banker Prime Properties
The College of St. Rose
Columbia Development Companies
The Court Club
E-BizDocs
EmblemHealth
Fraida Varah Real Estate
Harris A. Sanders Architects P.C.
Hill & Markes
Hiscock and Barclay LLP
Hugh Johnson Advisors
According to Norman Massry, “The success
and continuous growth of Federation’s
corporate sponsorship program can be
attributed to the relationships between
Federation community and sponsors and
the tremendous recognition given our
corporate partners. We take great pride in
the exposure and stewardship Federation
gives the companies, businesses, firms
and practices that strengthen our Jewish
community and the entire Capital Region
through their philanthropic leadership.”
15
Joseph Herd at Janney Montgomery Scott LLC
Lavelle & Finn
LCS&Z CPA and Consulting Firm
Marshall & Sterling Insurance
MVP Health Care
New Country Lexus of Latham
Noble Gas Solutions
Pioneer Savings Bank
Schuyler Companies
Segel Goldman Mazzotta & Siegel PC
Shaw Industries/Modern Carpet Company
Sneeringer Monahan Provost and
Redgrave Title Agency
State of Israel Bonds
TD Bank
Teal Becker & Chiaramonte, CPAs PC
Tech Valley Communications
UHY Advisors
Williams Center Plastic Surgery Specialists
FRIENDS OF FEDERATION
Cap Com Federal Credit Union
Rose & Kiernan, Inc.
Seton Health
Joan Heffler, Creative Expressions Photography
PLATINUM ($15,000 - $24,999)
L-R: Dr. Eric Moses, Society event chair, Denise Gonick, Executive Vice President and
Chief Legal Officer for MVP Health Care, Bob Clore, Wealth Management Advisor and
Vice President
of The certificates of appreciation to
Mark Glaser, event chair,
presents
Clore Group, and Georgia Kelly, Financial Advisor and Assistant Vice
corporate sponsorsPresident
at the ofsociety
event featuring Dr. Bernd Wollschlaeger
The Clore Group.
FINANCIAL INFORMATION
United Jewish Federation of Northeastern New York, Inc.
Draft Statements of Financial Position as of December 31, 2011 and 2010.
ASSETS
2011
2010
Cash and cash equivalents
$1,914,727
$1,127,084
Pledges receivable, net:
Annual campaign
1,645,473
1,712,063
Capital campaign
17,258
395,577
Other receivables
688,608
491,627
Investments
14,796,156
14,902,569
Net Cash Value of life insurance
421,751
370,956
Net property and equipment
1,959,042
2,071,542
Other assets
181,138
128,678
$21,624,153
$21,200,096
LIABILITIES
Accounts payable and accrued expenses
$353,827
$175,326
Assets held on behalf of other organizations
2,987,360
2,987,564
Other liabilities
280,600
161,160
Total liabilities
$3,621,787
$3,324,050
NET ASSETS
Unrestricted
$4,596,054
$4,880,970
Temporarily restricted
7,463,969
7,891,297
Permanently restricted
5,942,343
5,103,779
Total net assets
18,002,366
17,876,046
$21,624,153
$21,200,096
The Statements of Financial Position are components of the Financial Statements of
United Jewish Federation of Northeastern New York for the years ended December 31, 2011 and 2010.
Complete copies of these statements will be available upon request.
16
COMMITTEES
CAMPAIGN CABINET
Chair, Louis-Jack Pozner
Jean Becker
Carl A. Bloomberg
Marc Ehrlich
Malka Evan
Susan M. Farber
Robert Finkle
Leslie Fisher
Cheryl Ginsburg
Karen W. Glaser
Jeffrey Handelman
Karen B. Hausler
Ernest Kahn
Alan Lobel
Mark Moses
Reeva Nowitz
Rona J. Pozner
Dr. Gavin Setzen
Phyllis O. Silverman
Ilene Sykes
Bertold E. Weinberg
COMMUNITY RELATIONS
COUNCIL
GRANTS, ALLOCATIONS,
AND PROGRAM REVIEW
Chair, BJ Rosenfeld
Laurence Barnet
Rabbi Dr. Moshe E. Bomzer
Malka Evan
Susan M. Farber
Leslie Fisher
Dr. Marvin Garfinkel
Stuart Gorenstein
Donald Hirshorn
Josie Kivort
Cathy Kushner
Dr. Lewis Morrison
Dr. Malcolm Sherman
Vice Chair,
Peter Rosenfeld
Marc Ehrlich
Susan M. Farber
Leslie Fisher
Dr. Marvin Garfinkel
Barrie Handelman
Mark Handelman
Karen B. Hausler
Bette Kraut
Alan Lobel
Mark Moses
Joshua L. Oppenheimer
Alan Pfeffer
Rona J. Pozner
Ilene Sykes
CORPORATE SPONSORSHIP
Chair, I. Norman Massry
Eitan Evan
Karen B. Hausler
Kenneth B. Segel
Ilene Sykes
CHAPLAINCY
Co-Chairs, Dr. Martin Kaback
Bette Kraut
Rabbi Dr. Moshe E. Bomzer
Dr. Marvin Garfinkel
Stephen Levy
Elisa Meredith
Rabbi Eleanor Pearlman
Adrienne Rockwood
Herman Ungerman
Philip Ziffer
COMMUNITY COALITION
FOR JEWISH EDUCATION
Chair, Rona J. Pozner
Sandi Costello
Audrey Ellowitz
Susan M. Farber
Barrie Handelman
Esta Skoburn
17
FINANCE
Chair, Marc Ehrlich
Dr. Seth Chaiken
Stacy Cohen
Jocelyn Dax
Amir Evan
Susan M. Farber
Evelyn Farbstein
Dr. Marvin Garfinkel
Mark Handelman
Karen B. Hausler
Ernest Kahn
Stanley Kivort
Richard Magidson
Rona J. Pozner
Ilene Sykes
Bertold E. Weinberg
MARKETING
Chair, Karen W. Glaser
Eileen Handelman
Dana Citron
Howard Goldberg
Howard Gross
Michelle Ostrelich
Garrett Sanders
Ilana Smith
NEXTDOR CABINET
Chair, Joshua L. Oppenheimer
Gary Ginsburg
Jane Ginsburg
Lev Ginsburg
Miki Goldman
Dori Marlin
Julie Massry Knox
Dr. David Morrison
Dr. Eric Moses
Gilah R. Moses
Josh Snitkoff
Leah Wolf-Pellagra
SCHOLARSHIPS
Chair, Alan Pfeffer
Susan M. Farber
Steven Kamenir
Stacey Mandelbaum
Anita Merims
David Morrison
Natalie Nussbaum
Rona Pozner
Barbara Ungerman
WOMEN’S
PHILANTHROPY
President,
Jean Kaback
Campaign Chairs,
Jean Karol Becker
Cheryl Ginsburg
Michele Chaiken
Joy Davidoff
Audrey Ellowitz
Malka Evan
Susan M. Farber
Linda Finkle
Sherry Freedman
Karen W. Glaser
Karen B. Hausler
Hana Idelchik
Jane Loeb
Marcia Metzger
Gilah R. Moses
Reeva Nowitz
Andrea Packer
Rona J. Pozner
BJ Rosenfeld
Wendy Schaffer
Phyllis O. Silverman
Robin Suitor
Ilene Sykes
Phyllis Wang
Kathryn Zox
LEADERSHIP
STAFF
2011-2012 FEDERATION OFFICERS
Rodney J. Margolis
President & CEO
Chair
Malka Evan Vice Chair, Planning
Phyllis Wang
Chair-Elect, &
General Campaign Chair
Louis-Jack Pozner
Secretary
Karen B. Hausler
Treasurer
Marc Ehrlich
Vice Chair, Grants,
Allocations, & Program Review
Peter Rosenfeld
Assistant Treasurer
Amir Evan
Vice Chair,
Women’s Philanthropy
Jean Kaback
Daniel B. Flax
Director, Financial Resource Development
Deborah Chapman Goldstein
Director, Planned Giving & Endowments
Robert R. Kovach, CPA
CFO & COO
Shelly Z. Shapiro
Director, Community Relations
Linda Pollack-Kessler
Director, Women’s Philanthropy
KB Levin
Director, Young Leadership & Programming
Marci Galinkin
Director, Community Coalition for Jewish Education
BOARD OF DIRECTORS
Jean Becker
Patricia Boochever
Dr. Richard Brooks
David S. Brown
Jocelyn Dax
Susan M. Farber
Robert Finkle
Dr. Marvin Garfinkel
Cheryl Ginsburg
Jane B. Ginsburg
Karen W. Glaser
Dr. Craig Goldberg
Hana Idelchik
Michael Idelchik
Mark Israel
Rosalind Judd
Dr. Martin Kaback
Bette Kraut
*Past Chair
Alan Lobel
Irving Metzger
Rabbi Moshe Mirsky
Dr. David Morrison
Dr. Eric Moses
Joshua L. Oppenheimer
Michelle Ostrelich
Alan Pfeffer
Rona J. Pozner*
Jonathan Rosenblum
BJ Rosenfeld
Patricia Salkin
Dr. Gavin Setzen
Cynthia Shenker
David Siegfeld
Ilene Sykes*
Kurt Waldman
Dr. Ted Wladis
Rabbi Beverly W. Magidson
Director, Chaplaincy Services
Janie E. Garnett, M.S.
Assistant Director, Chaplaincy Services
Heidi Florussen
Graphic Designer
Stacey E. Thomas, CAP
Executive Assistant
Sara Richards
Executive Assistant
Katherine Pattee
Bookkeeper & Administrative Assistant
Robyn Easton
Administrative Assistant
Linda Arocho
Administrative Assistant
Lynda Coffey
Receptionist
If your name has been omitted from this Annual
Report, we sincerely apologize. Please contact
Federation so that we can properly acknowledge you.
18
OUR MISSION
To build and maintain a strong and united Jewish community in order to ensure
the creative survival and continuity of the Jewish people.
We are the community’s central agency for meeting Jewish needs and articulating
Jewish concerns in the Capital Region, in Israel, nationally, and around the world.
The Golub Center | 184 Washington Avenue Ext
Albany, New York 12203-5306
(518) 783-7800 | fax (518) 783-1557
www.jewishfedny.org
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