Spring 2015 - Jewish Community Foundation Los Angeles

5775 / SPRING 2015
Legacy NEWS
JEWISH COMMUNITY FOUNDATION OF LOS ANGELES
the ROSS family’s LASTING LEGACY
Touching People’s Lives with
Humor and Humanity
As an Emmy award-winning comedy writer and producer, Michael “Mickey”
Ross helped create some of the most popular and iconic television shows of his
era—including All in the Family, The Jeffersons, and Three’s Company—in the
process, gaining success he had never imagined. But his memory of his immigrant
parents and their struggles during the Great Depression remained with him throughout his life, and it inspired Ross’s drive to help the neediest and most vulnerable
members of the Los Angeles community.
(L-R) Foundation donor Mickey Ross, of blessed memory, with Three’s
Company star, the late John Ritter.
FROM THE
DESK OF
MARVIN I. SCHOTLAND
PRESIDENT & CEO, JEWISH COMMUNITY FOUNDATION
Endowing the Future
For Michael and Irene Ross, of blessed
memory, the Jewish Community Foundation serves
as a vital bridge between their love of laughter and
their passion for humanity. Mickey—a product of the
Golden Age of TV comedy—wrote and produced
some of that medium’s classic shows, including All in
the Family, The Jeffersons, and Three’s Company.
Born of modest means, Mickey went on to
touch the lives of millions through his body of work;
few leave behind such an
artistic legacy.
Yet the greatest Ross
legacy may be the one
Mickey and Irene entrusted to
The Foundation. Prior to his
passing in 2009—Irene had
predeceased him—Mickey
bequeathed a substantial
portion of their estate to an endowment established
with The Foundation to address critical human
needs: food, shelter, and medicine among them.
In the past four years, annual grants averaging
over $400,000 from the Michael and Irene Ross
Endowment Fund have been distributed to
initiatives that range from SOVA to Homeboy
Industries. Mickey Ross told stories for a living.
The Foundation is now keeping alive the Ross
“narrative” through philanthropy. Their names will
live on forever.
Now, the Jewish Community Foundation’s Michael and Irene Ross Endowment
Fund supports a wide range of critical services, from feeding the hungry to aiding
addicts in recovery, from providing hospice care to helping ex-gang members turn
their lives around, and much more. Since the Ross Endowment’s inception, over
$2 million in grants have assisted LA’s most
indigent residents.
“Mickey Ross, of blessed memory, was
a funny, thoughtful, and caring man who
had a human empathy with disadvantaged
individuals of all religions and backgrounds,”
says The Foundation’s president and CEO
Marvin I. Schotland. “He would be greatly
moved to know of the many people who
have been helped by the Ross Endowment
Fund and that his legacy lives on through
its grantmaking.”
A Humble Beginning
Mickey Ross was passionate about supporting SOVA’s
Community Food and Resource Program.
Raised in a Yiddish-speaking household
in New York City, Ross launched his
entertainment career directing shows at an Adirondacks resort, working alongside
such show business legends as Carl Reiner and Sid Caesar. He went on to work
Trust is everything.
as a writer, story editor, and executive
producer for the hit 1970s series All in the
Family, and with a partner, made a career in Hollywood, writing for other shows
including The Jeffersons and Three’s Company.
“Mickey and his late wife, Irene, lived very modestly, considering his income and
ultimate wealth,” says Mads Bjerre, his former business manager. “He never really
reconciled himself to the fact that he had become a wealthy man, and he wanted to
see to it that those less advantaged than he were given opportunities.”
Continued on page 2
60 years of designing philanthropy.
Serving more than 1200 families.
Managing nearly $1 billion of charitable assets.
Trust is everything.
Continued on back page
www.jewishfoundationla.org
1-877-ENDOW-NOW
2
the Ross family’s Lasting Legacy
Touching People’s Lives with Humor and Humanity
It was Ross’s estate planning attorney,
Alan Watenmaker, of Hoffman, Sabban
& Watenmaker, who first connected Ross
with the Jewish Community Foundation,
where Ross met with the Center for
Designed Philanthropy, which offers guidance to families and individuals developing
their charitable goals and strategies.
“Mickey was looking to leave the bulk
of his estate to an organization he could
trust to reflect his values in the community
forever,” says Schotland. Ultimately, Ross
left half of his residuary estate—more
than $10 million—to his endowment at
The Foundation, which continues to receive
half of Ross’s residual proceeds from his
television shows.
A Desire to Give Back
(L-R) Mickey Ross shared an Emmy Award for Outstanding Writing for a Comedy Series with Bernie West and Lee Kalcheim
for a 1972 episode of the TV show, All in the Family. Photo courtesy of the Television Academy.
Those significant
donations are fulfilling Ross’s
legacy by supporting a range
of organizations, including
Jewish Family Service,
where the Ross Endowment
supports the three SOVA
food pantries, which provide
food to some 36,000
individuals annually. “Support
from the Ross Endowment
has been a significant part of
(L-R) Comedy writers and producing partners
the funding we require to
Bernie West, Don Nicholl, and Mickey Ross.
address the needs as demand
has continued to grow,” says
Paul Castro, JFS’s president and CEO. While clients typically
come to SOVA for food, the agency also connects them to a
range of services, including helping individuals apply for food
aid and assisting with employment issues. “We help people deal
with a wide variety of challenges in their lives,” says Castro.
More than a food pantry, SOVA—a program of Jewish Family Service—provides free groceries
and an array of supportive services to over 12,000 people of all ages, ethnicities, and religions
each month.
Helping Others Help Themselves
At Homeboy Industries, the Ross Endowment supports an
intensive 18-month program that assists former gang members
in establishing and attaining personal, educational, and vocational
goals. Participants receive job training while working in a variety
of maintenance, office, and clerical jobs and then move on to
specialized positions, while focusing on healing their wounds,
building life skills, and learning to be responsible citizens. “What
we’re doing is not only healing a person but also changing the
trajectory of life for everybody in that person’s family,” says
Jacki Weber, Homeboy’s chief development officer. “People who
come through our program can become for their children the
parents they never had themselves.”
Many alumni of the Homeboy Industries program go on to
become change makers themselves, some starting businesses that
employ others who have been through Homeboy’s programs. “It’s
amazing how motivated they are to give back,” says Weber. They
don’t just want to make a living. They want to make the world
better and their families better, and they learned the strategies to
do that here.”
The same is true of clients of another Ross Endowment
beneficiary, Beit T’Shuvah, the residential addiction treatment
center and spiritual community, where Ross Endowment funding
helped create and sustain Creative Matters, an in-house design
and photography agency, providing creative services to dozens
of local nonprofits and businesses. The enterprise enables
recovering addicts to work as
interns, developing skills in
copywriting, graphic design,
photography, and videography.
“Our interns tell us Creative
Matters is one of the most
significant parts of their
Is an Endowment Fund right for you? Contact us at (323) 761-8704.
Residents of Beit T’Shuvah may participate
in a transformational vocational training
program as they maintain sobriety, learn
practical skills, and enter a new career in
marketing and communication services.
3
(Top) Homeboy Industries serves high-risk, formerly gang-involved men and women with free
services and programs and operates several social enterprises that serve as job-training sites.
(Lower) Interns from Beit T’Shuvah’s Creative Matters design agency.
of this gift, we can provide more staffing hours to meet people’s
needs at the most fragile and vulnerable times in their lives and
to support their families in their grief,” says Molly Forrest, the
Jewish Home’s president and CEO. The Hospice serves about
700 individuals annually, a number Forrest expects to grow as
lifespans extend and baby boomers move into their senior years.
Beyond offering physical comfort,
says Forrest, the Hospice aids its
clients in facing spiritual and
psychological challenges. “It helps
people feel good about the
contributions they’ve made in their
lifetime,” she says. “Our focus is
to ensure dignity.”
A Legacy of Caring
continued sobriety,” says Wendy North, Creative Matters business
development manager. “It’s an incredibly safe environment. Nobody
feels judged. We all come from addiction, and our program helps
set people on the right path, moving forward with their lives.”
North, herself a recovering addict who spent three decades at
some of the world’s top advertising agencies, expresses gratitude
for how Ross Endowment dollars have created opportunity. “As I was
struggling with my own demons, being able to put a foot in the door
of Creative Matters was the most wonderful thing in the world,” she
says, “and it was The Foundation and the Ross Endowment that
enabled us to get this social enterprise off the ground.”
Providing Comfort in Critical Times
The Ross Endowment is helping hundreds of individuals each
year in their most challenging moments as they face the end of life.
Skirball Hospice, a program of the Los Angeles Jewish Home,
provides sensitive, high-quality care, allowing patients to remain
in comfortably familiar surroundings in their final days. “Because
The Skirball Hospice program provides
sensitive, quality hospice care.
In addition to the organizations outlined here, the Michael
and Irene Ross Endowment has made grants to Bet Tzedek,
Children’s Bureau Foundation, Jewish Vocational Service,
the LA Regional Foodbank, and a host of other nonprofits that
support the most vulnerable populations in the Jewish and general
communities in Los Angeles.
Providing assistance to those who need to get back on their
feet and providing comfort in life’s most difficult moments were
surely what motivated Mickey Ross to entrust the Jewish Community
Foundation to support in perpetuity the causes he valued. “He would
feel very good about how the Ross Endowment is helping people,”
says Bjerre, his former manager. “These are precisely the kinds of
organizations Mickey had in mind.”
Schotland fondly remembers his earliest meetings with
Ross some 15 years ago, recalling Mickey Ross as funny but
understated. “What struck me most was what a caring human
being he was,” says Schotland. “He would be quite proud that
The Foundation is representing his values and living up to that
noble responsibility with great care and concern. We are honored
to fulfill the Ross family’s charitable passions and to play a part
in carrying forth their legacy—and to do likewise with our nearly
300 endowment donor families.”
Thanking Donors for Their Deferred Gifts and Generosity
For some donors, an endowment is the right vehicle to create a lasting legacy. For others, a donor advised fund is what works best.
For some, creating both is the most effective way to manage their philanthropy.
One particular group of donors we recently had the privilege of acknowledging is our donors who have made deferred endowment
gifts to The Foundation. Endowments are the bedrock of The Foundation and enable us to fulfill our mission. In appreciation of their
permanent gifts to the community, we hosted a special art exhibition where we thanked them for helping ensure a strong, vital community
for this generation and generations to come. We are grateful to Beverly and Stuart Denenberg for graciously hosting us in their
beautiful private gallery, Denenberg Fine Arts Gallery.
If you’ve made a deferred gift to The Foundation and have not yet informed us, please contact Dan Rothblatt, Senior VP of
Philanthropic Services, at (323) 761-8704 or drothblatt@jewishfoundationla.org so that we could include you in our next special
event. Additionally, please contact us if you’d like to customize a philanthropic plan that will work best to meet your charitable goals.
4
MEET ELANA WIEN
Director, Center for Designed Philanthropy
Q& A:
What inspired you to pursue a career in philanthropy?
After college, I volunteered for a nonprofit in Brazil that was a center for impoverished
children undergoing cancer treatment and their families. Ultimately, I launched a grassroots
campaign, contacting friends and family for support. Together, we were able to double the
room and board capacity of that organization, enabling hundreds of additional children and
their families to benefit from its much-needed services.
Education: Master’s degree from
the Universidad de las Americas
as a Rotary Ambassadorial Scholar
to Mexico and graduated magna
cum laude from the University of
California, Berkeley.
From: Los Angeles
Former positions: Public affairs
consultant in Washington, D.C.;
assistant regional director for
the Anti-Defamation League;
and senior program officer at
The Foundation.
How can you
ensure that your
charitable giving
is most effective
and meaningful?
The Center recommends
the following:
1
2
3
Take time to explore what is
most meaningful to you and
apply that to your giving.
Giving doesn’t need to be
complicated to be effective.
The most effective giving
is collaborative—it’s a
partnership with like-minded
funders, the organization
you are supporting, and
the people that organization
serves.
As a graduate student, I developed a pen pal project that connected a fifth-grade class at
a school in rural Mexico with a fifth-grade class at a Title I LA public school. The LA students
were shocked to hear that many of the Mexican students had to go to both school and work,
alongside their parents, mixing materials with their hands and feet to make bricks. The
LA kids were so moved by the experience, they organized a fundraiser to buy sports equipment
for the Mexican school. The understanding that developed between the students laid the
groundwork for something profound—a mutual respect and a commitment to giving back.
What are your goals for the Center?
We seek to help donors see that they have a
home at The Foundation and a partner in the
Center for Designed Philanthropy. We have
experience in meaningful grantmaking and can
help donors be more effective with their giving.
By investing their dollars with us, our donors are
putting enormous trust in us. Our reputation in
the community, the successes of our grantees,
and the diversity of our grantmaking reflect that.
We have many strengths at the Center: our experience connecting families across
generations; our educational programming; our analysis, vetting, due diligence, and
monitoring of impact—this all gives us a depth of expertise in the field. We offer a full
spectrum of philanthropic services and the capacity and capability to meet donors’ needs.
Who are your influences?
My grandfather believed in tikun olam, giving his time and money to causes he cared
about, both Jewish and non-Jewish, and saw that as part of his responsibility as a Jew.
Growing up, I was very involved in the LA Jewish community. Then in college, I wanted
to step outside my comfort zone and explore the world. By the time I began working in the
Jewish communal world as a professional, my grandfather had passed away. But I feel him
in the work that I do, and I know that he would be very proud.
What is most fulfilling about your work at The Foundation?
The Foundation carries out its mission with the utmost respect for its donors, the greater
community, and the nonprofit organizations doing the work of serving the most pressing
community needs.
The fact that over the past 25 years The Foundation has given away $1 billion in
grants is incredible. However, that isn’t merely quantitative. The thoughtful stewardship and
breadth of our grantmaking is what sets us apart. As we can continue to grow, our impact
multiplies, not only in the LA Jewish community but also in the community at large
and beyond.
What do you enjoy most about your work at The Foundation?
Every day I can apply my curiosity and creativity to help donors find meaning in
giving back and to develop strategies to engage their families and communities in that
worthwhile process.
Learn more about the Center for Designed Philanthropy at www.jewishfoundationla.org/center.
5
WELCOME NEW TRUSTEES
LEAH M. BISHOP
Leah M. Bishop is cochair of the
Trusts and Estates department and the cochair of the Charitable Giving and Tax-Exempt Organizations
Group at Loeb & Loeb LLP. She
specializes in tax planning for
individual clients and closely held
businesses and in the administration of estates and trusts.
In addition, Leah has extensive experience in the areas of
charitable giving and exempt organizations, which involve all
aspects of tax and corporate nonprofit law. Leah represents
many leading Southern California private foundations and
public charities. She is a certified specialist in probate, estate
planning, and trust law and a fellow of the American College
of Trust and Estate Counsel. Leah and her husband, Gary Yale,
are members of Temple Emanuel in Beverly Hills and have
two daughters and a new son-in-law.
How did you become active in the community and
philanthropy?
I grew up in a home where giving back was expected.
My dad used to describe himself as a “foot soldier in the
Tikun Olam army.”
What do you find most satisfying about working with
philanthropists in estate planning matters?
Helping each client find his or her own philanthropic
passion and then figuring out the most tax-effective way to
achieve it.
Why did you get involved with The Foundation, and
what caused the relationship to flourish over the years?
The Foundation plays a unique role in philanthropy in LA.
It is committed to serving the community and helping donors
create and leave a legacy.
I serve as cochair of The Foundation’s Professional
Advisors Outreach Committee and am very proud of our
Speaker Series for lawyers and other professional advisors.
We have great speakers, address current topics, and help
advisors better understand the philanthropic landscape.
I’ve referred numerous clients to The Foundation over
the years. My positive experiences and confidence in the staff
enable me to fully trust them with my clients. I’m proud to
play a role in The Foundation’s work.
EUGENE STEIN
Eugene Stein is vice chairman
and a director of Capital Strategy
Research, a unit of the Capital
Group Companies, a global
investment management
company. He is also senior vice president of Capital World
Investors and a director of Capital Research and Management
Company. In the community, he serves on the boards of Pitzer
College (formerly board chair), the Los Angeles Opera, and
ZERO-TO-THREE: National Center for Infants, Toddlers &
Families. He is president of the Tikun Olam Foundation
(a support organization of the Jewish Community Foundation),
which promotes early childhood mental health and the
prevention of child neglect. He and his wife, Mindy, live in
La Canada, and they have three children and four grandchildren.
When did you first get involved with The Foundation, and
what caused the relationship to flourish over the years?
My wife and I established a donor advised fund in the 1980s.
It’s a good feeling to make a difference in other peoples’ lives
and work to “heal the world.” As the years passed, I became
increasingly involved with The Foundation due to the professionalism and integrity of the leadership and staff—many of whom
have been with The Foundation for a long time, working
diligently in the interest of donors and the Jewish community.
How has your experience on the Investment Committee
affected your views of The Foundation’s stability and
trustworthiness?
The Foundation staff and the community members on the
Investment Committee always show their commitment to doing
the best possible work for the community and for our donors.
What has your experience been like working with the
Center for Designed Philanthropy?
The Center for Designed Philanthropy has been instrumental
in helping make our giving more strategic. We’re also gratified
that our children are involved in philanthropy, thanks to
the Center.
If anyone wants to clarify their giving values or get support in
achieving their philanthropic goals, I would recommend calling
the Center staff. They have so much knowledge about program
ideas and helping with the process of meaningful and effective
philanthropy.
We are very grateful to have a Board of Trustees with a diverse portfolio of talents and expertise guiding The Foundation.” — Marvin I. Schotland, Foundation President & CEO
Learn more about The Foundation’s Board of Trustees at www.jewishfoundationla.org/trustees.
6
GENERAL COMMUNITY GRANTS
General Community Grants totaling $150,000 were awarded to local programs that provide permanent supportive housing to
homeless individuals and families in Los Angeles. These organizations, each of which received $25,000, are participating in a newly
formed system to better identify the needs of the homeless population across Los Angeles and provide coordinated assessment and
housing placement services. To leverage funding for a greater impact, The Foundation partnered with Home For Good, an initiative
of United Way of Greater Los Angeles and the LA Area Chamber of Commerce. Home For Good was established as a publicprivate collaborative of nearly 30 funders to address homelessness in Los Angeles, especially among the veteran population.
ADDRESSING HOMELESSNESS IN LOS ANGELES
Downtown Women’s Center
OPCC (formerly called Ocean Park Community Center)
Outreach and Housing Placement Program
Access Center
To find housing for 40 chronically homeless women throughout LA
through participation in the Skid Row Coordinated Entry System.
To help 200 homeless and chronically homeless secure housing and
attain self-sufficiency in West LA.
www.dwcweb.org
www.opcc.net
Emotional Health Association dba SHARE!
(The Self-Help and Recovery Exchange)
People Assisting the Homeless (PATH)
Collaborative Housing Program
To assess and find housing for 150 chronically homeless from
throughout LA.
Outreach Navigator and Move-In Assistance Program
To match 35 chronically homeless individuals from throughout LA
with affordable shared housing among a community of residents.
www.epath.org
www.shareselfhelp.org
Single Room Occupancy Housing Corporation
LA Family Housing
Supportive Housing Move-In Assistance Program
Outreach Staff Member
Assess and find housing for 75 homeless and chronically homeless
veterans in Downtown LA and fund move-in costs.
To assess and find housing for hundreds of chronically homeless in
the San Fernando Valley.
www.srohousing.org
www.lafh.org
Photo courtesy of People Assisting the Homeless (PATH). In the past two years, PATH has helped more than 3,000 individuals—including families, U.S. veterans, and chronically homeless
individuals—make it home.
The Foundation at Work in 2014
We at The Foundation have the privilege of working with people who are dedicated to the value of tzedakah. They give because
these concepts are ingrained in their value system and are ethics they want to teach their children and grandchildren. To that end,
last year The Foundation’s grantmaking totaled more than $70 million.
Here are some key facts about our accomplishments in 2014:
$1 billion
Nearly $1 billion
in assets
77
Number of new funds
opened at
The Foundation
&
$1 billion in grants
distributed in past
25 years
$130 million
$130 million of
charitable inflow to
The Foundation by donors
Visit www.jewishfoundationla.org/grantsawarded.
$70 million
More than
$70 million in
grants awarded
7
DONOR PROFILE
Fern & Dr. Arnold Heyman
Partners in Life, Love,
Family, and Philanthropy
Fern and Arnold Heyman found successful careers and built
a life filled with children, grandchildren, and the spirit of tzedakah.
The Foundation has been their trusted partner, assisting them and
helping magnify the philanthropic influence of this delightful—and
purposeful—couple.
A Story of Love
They met at a wedding in 1954. He was a guest, and she
was one of three bridesmaids. (Arnold got all three bridesmaids’
numbers!) When he called Fern to ask for a date, she recalls, “I
only vaguely remembered him, but I was curious, so I said, ‘Yes.’”
Arnold was born and raised in Ohio during the Depression
and remembers, despite being impoverished, that his family
consistently put money in the “pushke”—the charity box at
shul. “My grandmother and mother were also involved with
Hadassah, so support of Israel and the Jewish community
was ingrained early in life.”
Fern attended the School of the Art Institute of Chicago
where she earned a bachelor’s degree. Arnold served in the
US Navy in 1945–46 and then worked his way through both the
University of Michigan and Northwestern University Medical
School. After graduating from medical school, Arnold started his
practice in urology, which he sustained for more than 30 years.
Growing Together
Fern and Arnold relocated to Los Angeles and raised their
son, T.J., and daughters, A.J. and Betsey. Arnold’s medical
practice began to grow, and Fern worked as an art consultant
and as a docent at the Museum of Contemporary Art, the
Los Angeles County Museum of Art, the Skirball Cultural
Center, and other institutions.
“In the beginning, we made modest contributions,” Fern
explained. “Later, we were able to give more,” continues Arnold,
“but we wanted help to make our giving easier and to make
every dollar count.” That is when Arnold and Fern contacted
The Foundation.
A Foundation of Philanthropy
“Our trust in The Foundation was—and still is—implicit.
The staff made it easy for us to set up our charitable funds. We
support many causes, and The Foundation simplified our giving,”
Arnold said. Fern added, “The Foundation handles the paperwork.
We write a check, and the staff takes care of the rest.”
The legacy of giving is very important in our family.”
— Fern and Arnold Heyman
The Heymans support arts and cultural institutions, including
the LA Philharmonic, where they are members of its Board
of Overseers. The Heymans also support Los Angeles Big
Brothers/Big Sisters and the Los Angeles Jewish Home for
the Aging. “We are also very active with Stop Cancer,” Fern
adds, an organization dedicated to funding cancer research.
Because scholarships are so important to them, the Heymans
have established scholarship endowments at the University of
Michigan Library, Northwestern University Medical School,
Los Angeles Big Brothers/Big Sisters, and College Bound
Opportunities, an organization Fern’s brother founded in
Chicago enabling low-income students to attend college.
The Heymans established a donor advised fund, which
allows them to easily direct their charitable giving, as well as the
Heyman Family Endowment Fund, which will continue to make
grants in perpetuity. In addition, they created several charitable
remainder trusts benefitting The Foundation. They have also relied
on The Foundation for issues involving their estate planning, as
Arnold explains. “Our children will direct the charitable funds
after our passing, enabling them to remember us through their
charitable giving. In the future, when our children pass on,
The Foundation will direct the funds to support good work in
our community in perpetuity.”
The Heymans worked closely with The Foundation to create
a customized philanthropic portfolio that meets their needs
and goals. “Dan Rothblatt’s expertise and the advice of the
team at The Foundation have been transformative,” enthuses
Arnold. “Working with The Foundation is always smooth. The
service is tremendously valuable.”
Retirement Is Hard Work
The Heymans are a wonderful couple and exemplify
humility and generosity. It has been a privilege to assist
in crafting their philanthropic legacy and facilitating
their donations of complex assets. People like Fern and
Arnold make our work so very rewarding.”
— Susan Mattisinko, General Counsel
At age 65, Arnold launched a new career heading up
Neotech, a high-technology medical hardware development
firm that provides devices for use in premature and neonatal
intensive care. “I’m 87 years old, and I go to work every day,”
says the energetic octogenarian and holder of 30 patents.
The couple never considered themselves role models.
“But,” says Fern, “if someone learns about how we do our
philanthropy and that inspires them, well, that is something
really worth doing.”
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IN THIS
ISSUE
• The Ross Family’s Lasting Legacy
• Meet Elana Wien, Director, Center for
Designed Philanthropy
• Welcome New Trustees
• General Community Grants
• Donor Profile: Fern and Dr. Arnold Heyman
Continued from page 1
Fern and Arnold Heyman are another
couple that cares deeply about giving back. Arnold
Heyman also never forgot his humble roots. The
Heymans are an exemplary couple that has found
a way to establish a philanthropic plan that not
only meets their goals and ensures their legacy for
the future but also enables them to enjoy their
giving now, in their lifetimes.
It is our donors’ commitment to community,
value of tzedakah, and spirit of chesed—acts of
loving-kindness—that we at The Foundation are
so privileged to support each day. Last year—
The Foundation’s 60th anniversary—marked a
milestone when we reflected on 60 Years of
Gifts That Matter and celebrated our donors’
philanthropic accomplishments. Last year’s figures
provide several significant achievements: We
distributed more than $70 million in grants. The
generosity of new and existing donors resulted
in inflows of $130 million. The Foundation established a record 77 new charitable funds in 2014—
underscoring the confidence and trust donors place
in us. At year-end, total charitable assets under
management reached $972 million (unaudited).
Over the past 25 years, The Foundation has
distributed $1 billion in grants across the giving
spectrum. And it all begins with donors like Mickey,
Irene, Arnold, Fern, and so many other like-minded
people. We are grateful for our donors’ trust. We
work diligently to fulfill their legacies every day and
are deeply honored to do so.
Trust Is Everything
As we reflect on the accomplishments our donors are making in the
community through their charitable funds, we are grateful for the trust our
donors have placed in us as we partner to carry out their legacy.
We are proud of that trust and honor it every day.
www.jewishfoundationla.org/trust
Legacy NEWS
Chair
Senior Vice President, Philanthropic Services
Lawrence Rauch
Dan Rothblatt
President and CEO
Vice President, Charitable Gift Planning
Marvin I. Schotland
Elliot B. Kristal
Vice Presidents
Vice President, Development
Anthony Chanin
William R. Feiler
Abby L.T. Feinman
Harold J. Masor
Evan Schlessinger
Michael G. Smooke
Adlai W. Wertman
Baruch S. Littman
SPRING 2015 / Vol. 25 No. 1
Secretary
Selwyn Gerber
Treasurer
Scott H. Richland
General Counsel
Susan Mattisinko
(323) 761-8700
(323) 761-8720
TOLL-FREE (877) ENDOW-NOW
(877) 363-6966
www.jewishfoundationla.org
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FAX
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suggestions to the editor.
Senior Editor:
Lewis Groner
Editor:
Bonnie Samotin Zev
Design:
Maxine Mueller
©2015 Jewish Community Foundation. No portion of this publication may be reproduced or used without permission.
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