SVRC Annual Report 2013 - 2014

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ANNUAL REPORT 2013-2014 Koi Pond located at the Encinitas campus

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Transcript of SVRC Annual Report 2013 - 2014

A N N U A L R E P O R T 2 0 1 3 - 2 0 1 4

Koi Pond located at the Encinitas campus

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From the Board Chair and President/CEO

Robert Haimsohn Pam FerrisChair, Board of Trustees President/CEO The Melvin Garb Foundation Presidential Chair

The past fiscal year has been an exciting time for Seacrest Village Retirement Communities, and we are honored to share the 2013-2014 Annual Report with you as we enter the beginning of our 71st year of service and dedication to San Diego’s seniors.

Our many successes in the past year would not have been possible without your unwavering support. The Resident Assistance Fund experienced another fruitful year with charitable care as the primary beneficiary of this year’s philanthropic effort, raising over half a million dollars. Contributing to the success of the Fund includes: our visionaries of eldercare and their leadership support as members of The 211 Club; proceeds from two stellar events: the 36th Annual Women’s Auxiliary Gala, “Sapphire Jubilee,” and the Guardians of San Diego’s 23rd Annual Golf & Tennis Tournament; as well as our Annual Appeal, the Legacy of Caring Tribute Program, and an array of other meaningful giving opportunities.

In addition to our philanthropic accomplishments, we would be remiss not to mention some of our other organizational achievements – specifically that our Sam & Rose Stein Center, located on our Encinitas campus, will soon provide day services to those with mild cognitive impairment; our affiliate, Seacrest at Home, a non-medical home care agency, is available to serve those in our greater community; and our Joseph & Dorothy Goldberg Healthcare Center once again had a successful annual Department of Health Services State Survey. We thank you, our supporters, for giving us the opportunity to serve San Diego seniors at this impeccable standard.

As you know, Seacrest Village Retirement Communities is a development of San Diego Hebrew Homes, a non-profit 501(c)(3) charitable organization serving the ever-growing San Diego community in the Jewish tradition since 1944. Between our Encinitas and Rancho Bernardo campuses, Seacrest Village works with over 400 clients daily through an array of programs and services, embracing their changing needs every step of the way. Our communities and our affiliate, Seacrest at Home, offer unsurpassed service as well as a continued commitment to the highest standards in independent, assisted living, memory care, skilled nursing, rehabilitation, home care, and adult day services.

Created and maintained through the generous support of families in San Diego and beyond, our campuses and affiliates reflect the sincerest dedication to our seniors. We encourage you to continue your support of Seacrest Village. Every gift and every act of service allows us to continue our mission to provide services to seniors in a Jewish environment that promotes community, independence and innovation. We thank you for another outstanding year and welcome your further involvement with Seacrest Village.

Our MissionSeacrest Village Retirement Communities provides services to seniors in a Jewish environment that promotes community, independence and innovation.

Robert Haimsohn

Pam Ferris

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Sylvia Geffen

Robin P. Israel

From the Foundation President and Vice President

Sylvia Geffen Robin P. Israel, MPAPresident Vice PresidentSeacrest Foundation Arthur & Sophie Brody Philanthropy Chair

Celebrating 10+ years of Support and Compassion Having just celebrated the Jewish New Year, we began to reflect on the New Year ahead for the Seacrest Foundation. The purpose and goal of the Foundation is to support Seacrest Village Retirement Communities in its service to the elderly; and thanks to you, our contributors, we have been able to carry out that mission for 10+ wonderful years. By virtue of your investment of both time and resources, our support continues to grow in beautiful ways. Thank you.

A little story: A few months ago, Seacrest Foundation was the recipient of an estate gift that was originally established in the early 1980s. The couple who set up this gift never intended to live in the Homes but had a passion for the work that was being done for those in need. Upon their passing, and over thirty years after the gift instrument was established, their generosity and foresight is today funding charitable care needs for those who have no place to turn. The children of this beautiful couple had never been to Seacrest Village until recently. Sitting in Robin’s office they shared thoughts and stories and the love began to shine through. After their visit to Seacrest and hearing about the current and planned work of the Homes and the Seacrest Foundation, the children could clearly understand their parents’ passion for Jewish eldercare. It was an inspiring moment for all.

As two people who are very close to and feel so passionate about the Homes, “we want to give a shout out” - as our kids would say - to the good work that is being done across all Seacrest affiliates. A tremendous move is being made in the provision of senior care, and Seacrest Village Retirement Communities has positioned itself so that it is able to embrace the shifting times and meet these needs. Between the creation of Seacrest at Home, which opened its doors close to two years ago and provides home care services so that people can remain in their own homes with a little extra help, and the opening of the Sam and Rose Stein Day Care Center, which will provide day services for those who need a safe and stimulating environment (outside of their home) during the day, Seacrest is again leading the way in the provision of elder care. We are very proud of these efforts.

Since the creation of Seacrest Foundation, many gifts have been established for the “Legacy of Promise” planned giving program. Seacrest Foundation is grateful for your legacy giving, which will ensure that those in need have warm and loving care for generations to come. In return, Seacrest Foundation promises to support Seacrest Village Retirement Communities in its ongoing and successful pursuit of excellence. While we know that many of our generous contributors may never utilize the services that Seacrest Village provides, we are grateful for their vision and compassion to care for others.

Seacrest Foundation has experience in helping to structure planned gifts that fulfill charitable, financial, and estate planning goals. Your planning can make a difference in countless lives – and for generations to come. We welcome you to become a part of Seacrest Foundation as we seek to help make life as meaningful as possible for those who came before us.

Seacrest Foundation OfficersSylvia Geffen, PresidentEvan Stone, Vice PresidentDina Moskowitz, SecretaryMichael Berlin, Treasurer

Board MembersDavid EllmanFrank GoldbergRobert Haimsohn

Jerry KatlemanRobin Weiner

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Event Highlights

36th Annual Women’s Auxiliary Gala, “Sapphire Jubilee”On February 1, 2014, the Women’s Auxiliary of Seacrest Village Retirement Communities held its 36th Annual

Gala, “Sapphire Jubilee,” at the Hyatt Regency La Jolla in honor of Sylvia & David Geffen for their philanthropic

impact on the Jewish community. The event raised over $350,000 to be used for the provision of charitable

care for those residents who, many due to illness or injury, have exhausted their financial resources.

Guests received a Blue Carpet greeting to coincide with the

sapphire theme and enjoyed cocktails prepared by the Flairaholiks

(juggling bartenders). The evening commenced with a warm

welcome by Robert Haimsohn, Chairman of the Board, followed

by Dan Cohen, Master of Ceremonies and Emmy Award winning

Morning Anchor of CBS News 8. Mr. Haimsohn thanked everyone

for their support of Seacrest Village and gave special recognition

to the Board of Trustees and Executive staff. Pam Ferris, President

& CEO welcomed her colleagues and three VIP tables of Seacrest

Village residents who were in attendance.

Honorees Sylvia and David Geffen were moved to tears after

watching a brief video, including tributes from respected friends

and community philanthropists Jerome Katzin z”l, Melissa and Michael Bartell, Silvana and Richard Christy, and

Suzi and Bernie Feldman. Everyone in attendance agreed with a standing ovation that the Geffens have helped

to build a brighter and stronger San Diego through their selfless acts of philanthropy and leadership.

Past Gala Co-Chair, Larry Bloch, gave his personal testimony as to why the Resident Assistance Fund is a

priority, and guests responded enthusiastically by raising their bid numbers. Larry shared the following advice

from his mother to inspire the audience to make a charitable contribution to Seacrest Village: “You will never go

poor helping out someone in need.” It was truly an evening to remember filled with friends, fine food, and funds

raised dedicated to the residents at Seacrest Village Retirement Communities.

15th Annual 211 Club Patron Recognition PartyMagical, fantastic, elegant — just some of the ways in which to

describe the ambiance for this year’s 211 Club Patron Recognition

Party, held on Sunday, July 13, 2014, at the residence of Lee &

Frank Goldberg. The entire Seacrest Village family is truly grateful

for the Goldbergs’ warmth and hospitality, as they welcomed over

130 of our most generous supporters into their home, proudly

named “Rancho Encantado” or Magical Ranch.

Our honored guests celebrated their commitment to the charitable

David & Sylvia Geffen

Lee & Frank Goldberg

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Event Highlights

mission of Seacrest Village Retirement Communities, as they enjoyed an evening connecting with longtime friends

and new acquaintances. The evening’s fare was finely crafted by Pamplemousse Grille’s Executive Chef and Owner,

Jeffrey Strauss.

Members of The 211 Club — an arm of the Milton D. and Madeline L. Goldberg Resident Assistance Fund — are a

prestigious group of community leaders who are the cornerstone of a tremendous fundraising effort. Their individual

contributions of $1,000 or more annually help to ensure the greatest possible quality of life for our residents. This

annual appreciation party recognized our July 2013–June 2014 supporters, as a way to express our gratitude for the

care and services that are made possible through their generosity.

23rd Annual Guardians of San Diego Golf & Tennis TournamentGuardians of San Diego raised over $150,000 for Seacrest Village

Retirement Communities at the 23rd Annual Golf & Tennis Tournament

“Take a Swing for Seniors.” The tournament presented by the William

Gumpert Foundation was held July 28th at the exclusive Del Mar

Country Club.

The all-day sporting event included a silent auction, BBQ buffet lunch,

V’s Barbershop sunscreen station, cocktail style reception and an awards

program in Del Mar’s private Club House. The hot item in the auction

was the opportunity to fund a Frozen Yogurt Machine to keep residents,

family and friends cool at the Seacrest Village Encinitas campus; other

auction items included golf at The Bridges, The Crosby, The Country

Club of Rancho Bernardo, along with date nights, family trips and beauty

packages for men and women, a limited edition Wyland lithograph, and

much more.

Congratulations to the 2014 Tournament Winners, First Place Golf

Champions: Earl Altshuler, Paul Cohen, Gary Pollak and Jeffrey Pollak;

2nd Place Golf Champions: Raphael Bernal, Joe Henrichs, Jenny Liu and

Ryan Robinson; Tennis Champions: Steven Kavy and Sheila Weinstock.

Contest winners are Paul Stubbs for Men’s Closest to the Pin, Jenny Liu

for Women’s Closest to the Pin, Curtis Burkhead for Longest Drive, and

Chris Warren for Straightest Drive. Jane Ottenstein won the sold out

raffle drawing for a Jetson Electric Bike. This year’s committee was led

by co-chairs Devin Chodorow and Earl Altshuler, and included members

Mary Epsten, Robert Haimsohn, and Kevin Wunderly.

Earl Altshuler, Gary Pollak, Paul Cohen, & Jeffrey Pollak

Steven Kavy & Sheila Weinstock

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Anonymous (5)Mr. & Mrs. Glenn AbelMs. Judith AbelesMrs. Ruth AbrahamMr. & Mrs. Basil AbramowitzMr. & Mrs. David AbramsMrs. Laurette AbramsMrs. Sharon AbramsMr. & Mrs. Ernest AddlesonMs. Edith AdelmanMr. & Mrs. John AdlerMrs. Leona AdlerDr. Leslie AdlerMr. & Mrs. Mitch AdlerMr. Kabir AhmedAKT LLPMs. Sara AllenMs. Adrienne AlpertMr. David AlpertMs. Dona AlpertMr. & Mrs. Richard AltesMr. & Mrs. Earl AltshulerMrs. Maxine AltshulerAmazon SmileAmelia Island Concours D’Elegance Foundation, Inc.Mr. & Mrs. Paul AmonMrs. Ruth AnfangarMr.& Mrs. Josef AnvariDr. & Mrs. Eugene AppelMrs. Cecelia AppelbaumMs. Barbara ApplebyMr. Jim ArdellMrs. Josephine ArensonMr. & Mrs. Perry ArensonMr. & Mrs. Herbert ArnoldMs. Bernadette BachMs. Debra BalmosMr. & Mrs. Jack BarakMr. & Mrs. Ron BaranovMs. Gilda BarnardMr. Richard BaronMr. Herb BarrackMr. & Mrs. Michael BartellMrs. Santa BartellMrs. Lillian BassMrs. Ann BaumMrs. Selma BaxtMrs. Lee BegunMr. & Mrs. Albert BeharMr. & Mrs. David BelenzonMr. & Mrs. Arnold BelinskyMr. & Mrs. Lawrence BelinskyMs. Linda BellinsonDr. & Mrs. Ron BelvilleMr. Ted BenedictMr. & Mrs. Michael BennettDr. & Mrs. Robert BennettMrs. Adele BerensonMrs. Natalie Berez

Mr. & Mrs. Jeremy BergDr. & Mrs. Robert BerkMr. & Mrs. Eugene BerkenstadtMr. & Mrs. Alan BerlinMr. & Mrs. Michael BerlinMr. & Mrs. Roy BerlinMr. & Mrs. David BermanMr. & Mrs. Ralph BermanMr. & Mrs. Edgar BernerCantor Arlene BernsteinMr. Steven BernsteinMrs. Hildegarde BeyorMrs. Mary BindermanMrs. Maurene BlackMr. & Mrs. Bruce BlankMr. & Mrs. Laurence BlochMrs. Barbara BloomMr. Bradley Blose & Mr. Jerome Van AmburgMr. & Mrs. Bernard BlotnerMr. & Mrs. Robert BlumbergMr. & Mrs. Roger BoeskyMr. & Mrs. Robert BogurskyRabbi Lenore Bohm & Dr. Paul GoodmanMrs. Trudie BohmMr. & Mrs. Steve BonerMr. & Mrs. Joseph BonniciMr. & Mrs. Andy BorgiaMr. & Mrs. Jonathan BorokMrs. Zea BorokMr. & Mrs. Nat BoskMs. Rita BoskinMr. & Mrs. Brian BowmanMs. Karen Brand RogoffBrandeisDr. & Mrs. Richard BraunMs. Lillian BravermanMs. Deborah BrennerMrs. Shirley BrennerMs. Elaine BrodyMs. Ilene BrostromMr. Howard BrotmanMs. Peggy BrownMrs. Sybil BrownMr. Conor BrumfieldMs. Gertrude BuchmanMr. & Mrs. Jeff BurnsBycorMr. Rich ByerMrs. Frances CaminerMr. & Mrs. Donald CampmanMr. Gary CantorMr. & Mrs. Edward CarnotCenter for Car DonationsMs. Mindy Cetel & Mr. Steven MooreMs. Maria ChanMr. Marc ChannickCharitable Auto Resources

Mr. John Dana ChaseDr. & Mrs. Edward CherlinMr. & Mrs. Mark CherninDr. & Mrs. Louis ChesnerMr. Brett ChodorowMr. & Mrs. Devin ChodorowMr. & Mrs. Ingram ChodorowMrs. Elaine ChortekMr. & Mrs. Richard ChristyCinema Society of San DiegoCity National BankDr. & Mrs. Daniel CodenMr. & Mrs. David CohenMrs. Doris CohenDr. & Mrs. Edward S. CohenMr. & Mrs. Howard CohenMr. & Mrs. Marc CohenMr. & Mrs. Mike CohenMrs. Molly CohenMr. & Mrs. Paul CohenMrs. Selma CohenMr. Stanley Cohen *Mr. Stephen Cohen & Dr. Adele RabinMs. Suzanne CohenMr. & Mrs. Chris Cohen-RichardsMr. & Mrs. Hanley CohnMr. Melvin CohnMs. Phyllis CohnMrs. Renee CokinMs. Karen ColemanConvergent WealthMr. & Mrs. Harry CooperMr. & Mrs. Harold CopansMs. Catherine CorreaMs. Jayne CrainMs. Cynthia CranmoreMrs. Sylvia CrootofMr. Stephen CusatoMrs. Leola CutlerMrs. Pearl CutlerMr. Michael CypersMr. & Mrs. Norman CypersRabbi & Mrs. Ralph DalinMr. & Mrs. Dave DarwinDr. & Mrs. Gary DavisMr. & Mrs. Paul DavisMrs. Ethel DelawieMr. & Mrs. Larry DelsenMr. Patrick DempseyMr. & Mrs. Stephen DempseyMs. Kelli Denton & Mr. Terry TripaniMrs. Jeanne DetskyDiagnostic LaboratoriesMr. & Mrs. Craig DiamondMrs. Anna DiazMrs. Sue DietschDr. & Mrs. Richard DisraeliMs. Berna DolinkaMr. & Mrs. David Dorne

Rabbi Wayne DosickMr. & Mrs. Paul DostartDr. & Mrs. Howard DoueckMs. Carol DrakeMr. & Mrs. Werner DreifussMrs. Roslyn DruckMr. & Mrs. Ron DubeyMr. & Mrs. Mitchell DubickMr. & Mrs. Lou DunstMs. Theresa Dupuis & Mr. Gary KornfieldMs. Jennie DwaresEast County HandymanMr. & Mrs. Mark EdelsteinDrs. Bertram Edelstein & Karen HelrichMr. & Mrs. Richard EgerMr. & Mrs. Martin EhrlichMrs. Edith EichenbaumDr. & Mrs. Daniel EinhornMr. & Mrs. Leo EisenbergMs. Elana Eisner, M.A., M.F.T.Mr. Jon EkerothMr. & Mrs. Jeffrey EldenMs. Phyllis ElkindMr. & Mrs. David EllmanEppsteiner & Fiorica Attorneys, LLPMr. & Mrs. Alan EpsteinMr. & Mrs. Dan EpsteinMr. & Mrs. Marvin EpsteinMs. Alana EpstenMr. & Mrs. Jon EpstenDr. & Mrs. Robert EpstenEpsten Grinnell & Howell, APCMr. & Mrs. Edward EtessMrs. Jacqueline FaganMrs. Judith FaitekMs. Mary FawellMrs. Gertrude FederMr. Michael FefferMs. Harriet C. FeinMrs. Judee FeinbergMrs. Inge FeinswogMr. Peter FelberMr. & Mrs. Bernie FeldmanMr. & Mrs. Howard FeldmanMrs. Nomi FeldmanMs. Rosann FeldmanMr. & Mrs. Zane FeldmanDr. & Mrs. Vincent FelittiMrs. Helen FeltscherMr. & Mrs. Harry FelzerMr. Michael FelzerMr. & Mrs. Walter FerrisMr. & Mrs. Elliot FeuersteinMrs. Alberta FeurzeigMs. Rachel FicaraMs. Susan FieldmanMrs. Lorraine FieldsMs. Roberta Fine

2013–2014 Annual DonorsIn addition to the names listed below, it gives us great pleasure to thank the many foundations and other sources who have made it possible for funds to reach Seacrest Village Retirement Communities, Seacrest Foundation, Seacrest at Home and/or Guardians of San Diego.

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Mrs. Ethel FinkelMr. Drew FioricaMrs. Esther FischerMrs. Sigrid Fischer *Ms. Judith FisherMs. Naomi FisherMrs. Nettie FisherMr. Leonard Fisher & Ms. Risa TeitelbaumMrs. Marilyn FishmanMr. & Mrs. Michael FlasterMr. & Mrs. Ernest FleischerMs. Pamela Fleischer & Mr. Kenneth WeinerMrs. Pauline FosterMr. & Mrs. Ron FoxDr. & Mrs. Leonard FramMs. Ann FrankMr. & Mrs. Jack FrankMr. & Mrs. Jeffrey FrankMr. Todd FrankMr. & Mrs. David FriedenbergMr. Corey FriedlanderMrs. Barbara FriedmanMrs. Helen FriedmanMr. & Mrs. Michael FriedmanMr. Sigmund FritzMr. Lawrence Fritz & Ms. Stephanie KoganMs. Joan FroshDr. & Mrs. Richard FryMr. Max FuchsMr.& Mrs. Fred FurmanMr. John FuscaMs. Kimberly Fuson & Mr. Gerardo GonzaloMrs. Evelyn D. GabaiDr. Hyman Gabai *Mrs. Sylvia GabelMs. Carol GajewskiMrs. Elaine GalinsonMs. Helena GalperMr. & Mrs. Robert GansThe Melvin Garb FoundationMr. Jose GarciaDr. & Mrs. Franklin GaylisMs. Geyna GayneMr. & Mrs. Brian GeffenDr. & Mrs. David GeffenMs. Michelle GeffenMs. Nikki GeffenMs. Nancy GeistMrs. Lillian GenisonMr. & Mrs. Gordon GersonMrs. Arleen GevanthorMr. & Mrs. David GilbertDr. & Mrs. Richard GilbertMr. Kirt GillilandMr. & Mrs. Phillip GinsburgMrs. Rae GlassmanMr. Jeffrey Glazer & Dr. Lisa Braun-GlazerMr. & Mrs. Mark GleibermanMr. & Mrs. Saul GlickmanMr. & Mrs. Stanley Glickman

Mrs. Eunice GoldbergMr. & Mrs. Frank GoldbergMs. Kate GoldbergMr. & Mrs. Melvin GoldbergMr. & Mrs. Richard GoldbergMr. Howard GoldfederMrs. Steffi GoldschmidtDr. & Mrs. H. Marshall GoldsmithMrs. Shirley GoldsteinMr. & Mrs. Boyd GoldwynMr. & Mrs. Mort GoodmanMr. & Mrs. Stuart GoodmanMr. Glenn GoodsteinMrs. Henriette GoodwinMrs. Martha GordoDr. & Mrs. Michael GordonMr. & Mrs. Richard GordonGordon-Weiss-Schanzlin Vision InstituteMr. & Mrs. Roland GorrieMr. Steven GorupMr. & Mrs. Joel GraffMr. & Mrs. Martin GranowitzDr. & Mrs. Jon GreenMr. Lawrence GreenbaumMrs. Marian GreenbergMr. & Mrs. Myron GreenbergerMrs. Eunice GreeneMr. & Mrs. Patrick GreeneMr. Kenneth GreenfieldMs. Charna GreensteinMs. Holley GreensteinMr. & Mrs. James GreensteinMr. & Mrs. Michael GreensteinMs. Kathryn GreggMr. & Mrs. Leonard GregoryMr. & Mrs. Michael GrinfeldMr. & Mrs. Marc GrossMs. Ellen GruerGuardians of San DiegoThe William Gumpert FoundationMrs. Bryna HaberColonel Mark Haiman, USMC (Ret.)Mr. & Mrs. Edward HaimsohnMr. & Mrs. Henry HaimsohnMr. & Mrs. Howard HaimsohnMr. James HaimsohnMr. Joel HaimsohnMr. & Mrs. Robert HaimsohnMr. & Mrs. Jonathan HalbergMs. Evelyn HaleMs. Susan HallidayMrs. Sheri HallisMs. Rhoda HamburgerMr. Curt HamiltonMr. & Mrs. Larry HamonMr. & Mrs. Helfon HanonoMs. Joann HardyMr. & Mrs. James HarrisMs. Judi HaskellRabbi Patti HaskellMrs. Marcia HazanMr. & Mrs. Chaim HellerMr. Stuart HellerMr. Joe Henrichs

Mrs. Estelle HermanMr. & Mrs. Jeff HershMr. & Mrs. Howard HianMrs. Diane HickmanMrs. Betty HillerMr. Carl HodousMs. Melanie HoffMrs. Francine HoffmanMrs. Sue HoffmanMr. Jeff HofmeyerMs. Gayle HomMr. Richard HooperHughes MarinoMr. Jonathan HulshMr. & Mrs. Stuart HurwitzMrs. Leona HyamsMr. Kent HytkenMr. & Mrs. Rich IngardiaInterspecMr. & Mrs. Robert IrwinDrs. Andrew & Sonia IsraelMr. & Mrs. Jack IsraelProf. & Mrs. Ron IsraelJackson & BlancMs. Annadelle JacobDr. & Mrs. Irwin JacobsMrs. Daniel JacobsonMr. & Mrs. Richard JaffeDr. & Mrs. Edward JanonJCC - Lawrence Family BranchJewish Community FoundationJewish Family ServiceJewish Federation of San Diego CountyMrs. Gabrielle JoelMs. Nancy JohnsonDr. & Mrs. David KabakoffMs. Louise KaderlanMrs. Marge KalmansonMr. & Mrs. Arthur KaltyMs. Wendy KaneMr. Marvin KanferMs. Susan KanferMr. & Mrs. Harry KaplanMs. Marjory KaplanMr. & Mrs. Robert KaplanMrs. Sarah KasanoffMr. & Mrs. John KassarMr. & Mrs. Jerald KatlemanMr. Larry KatzRabbi & Mrs. Jan KatzewMr. & Mrs. Jerome Katzin *Ms. Ida KaufmanMs. Nerice KaufmanDr. & Mrs. Steven KavyMrs. Myla KellyMr. & Mrs. Sol KempinskiMrs. Edythe KentonMr. & Mrs. Norman KermanMs. Sheryl KiesMs. Gail KimcheMr. Howard KipnisMr. & Mrs. Irwin KirschbaumMs. Karen KleinMrs. Belle Kleinberg

Mr. & Mrs. Jerry KluskyMrs. Charlotte KoblenzMr. & Mrs. Nat KorenMrs. Constance KornRabbi & Mrs. David KornbergMr. & Mr. Gregg KornfeldDr. & Mrs. Jay KovtunMr. & Mrs. David J. KramerMr. & Mrs. Victor KramerMrs. Gertrude KranitzMr. & Mrs. Jerry KrasneMrs. Minnie KrigsteinMs. Anna KronesMrs. Yvette KucharskiMr. M.H. KuperstockMr. & Mrs. Davi KutnerMrs. Susan La Padula, CMBADr. & Mrs. Isaac LagnadoMr. Craig LambertMr. & Mrs. Jason LampelDr. & Mrs. Frederick LaneMr. Larry LangMr. & Mrs. Jay LanningMs. Carole LaventholMr. & Mrs. Dennis LavineRabbi & Mrs. Martin LawsonMr. Harold LazMr. Russ LebovitzMr. & Mrs. Earl LeftonMr. Alan LeibowitzDr. Nicolai LennoxMs. Elaine LeonMrs. Julia LeonardMr. Oswald LeonardMrs. Lenore LeshinMs. Terri LevensonMr. & Mrs. Marc LeverantMs. Freda LeviMr. Hans LeviMr. & Mrs. Howard LevinMr. & Mrs. Marty LevinMr. & Mrs. Gary LevineMr. Justin LevineMs. Lindsay LevineMrs. Renee LevineMrs. Shirley Levine *Mr. & Mrs. Gary LevittMr. & Mrs. Michael LevittMr. & Mrs. Ralph LevyMr. & Mrs. Roger LevyMs. Thelma LevyMr. Nick LeytonMr. & Mrs. Morris LiebermenschLightbridge HospiceMr. & Mrs. Robert LinehanMs. Elaine Lipinsky *Mr. & Mrs. Jeffrey LipinskyMr. & Mrs. Marcus LipkoviciusDr. & Mrs. Stuart LiptonMr. & Mrs. Ira LissMs. Sara Liss-KatzMs. Judy Liss-ThorpeMrs. Priscilla LittmanMr. & Mrs. Jaime LiwerantMr. & Mrs. Hamilton Loeb, Jr.

2013–2014 Annual Donors

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Ms. Monica Loebel-WardMr. Ingram LosnerMrs. Bluma LotrowskiMrs. Jane LuthardMr. & Mrs. Barry LynnMr. & Mrs. David LynnMr. & Mrs. Allen LyonFlorence Maio TrustMr. & Mrs. Maurice MaioMs. Jean Malamud & Ms. Ellen WickbergDr. & Mrs. Robert MalkusMr. & Mrs. Al MannDr. & Mrs. Norman MannMr. Marston ManthropeMs. Debra MarbeyMr. Carl MarguliesMr. Melvyn MarkMr. & Mrs. Arthur MarkovitsMs. Beatrice MarksMr. Robin MartialMr. & Mrs. Stanley MartinMrs. Charlotte MarxMr. Howard MarxMatalon Architecture & PlanningMs. Ilse MayerMs. Mitzi MayerMr. Michael MayorgaMr. & Mrs. Jim McCallMr. Brian McCarvilleMr. & Mrs. Logan McCradyMr. William B. McHargueMelton Class at Seacrest VillageDr. Hal MeltzerMr. & Mrs. Richard MendlenCantor & Mrs. Sheldon MerelMr. Bruce MerinoMr. & Mrs. Gerald MetcalfeMrs. Norma MettlingMr. & Mrs. Wayne MeyerowitzMrs. Barbara MeyersMrs. Sonia MeyersMs. Michele MichaelMs. Patsy MillardMr. & Mrs. Arthur MillerMs. Dorothy MillerMr. & Mrs. Jack MillerMs. Riva MillerDr. & Mrs. Howard MilsteinMr. & Mrs. Theodore MintzMr. & Mrs. Edward MirskyMrs. Alice MorawetzMr. Greg MorrisMr. & Mrs. Jim MorrisMr. Norman MosbergMs. Ann Moshinsky-ZallMs. Dina Moskowitz & Mr. Jason GaleaMs. Anita MossMs. Hannah MossMr. Norman MossbergMs. Christie MullenMr. & Mrs. David MullinDr. & Mrs. Al & Beverly Mutchnik

Mutual of AmericaMrs. Anne NagornerMs. Barbara NaimarkMr. & Mrs. Stuart NaliboffMr. & Mrs. Erhad NasseriMrs. Franziska NaughtonMr. Burton NavidDr. Norman NeedelDr. Thomas NegliaMrs. Judith NeiprisMrs. Joan NemerowMr. & Mrs. Gregg NeumanMrs. Marian NeumanMr. & Mrs. David NeumannMr. & Mrs. Michael NewmanMs. Miriam NortenMr. & Mrs. Mark NussbaumMr. & Mrs. Vladimir OcherMr. Sam OdenMr. & Mrs. Warren OdenheimerMr. Daniel OgusDr. & Mrs. Larry OkminMr. Al OlsenMr. & Mrs. George OlsherMr. & Mrs. Joseph OppenheimerMs. Marcia OrangeMr. & Mrs. Jere OrenMr. & Mrs. Daniel OrlanskyMr. & Mrs. Robert OrlanskyORT America, Inc.Mr. & Mrs. Larry OsterMrs. Lee OtchisMr. & Mrs. Wayne OtchisMrs. Jane OttensteinMrs. Beth OzerMr. Daniel OzerMs. Meryll PageMr. & Mrs. Elliot PalayDr. & Mrs. Stanley PappelbaumMr. Arthur PardoMr. & Mrs. Sidney ParkerMr. & Mrs. Lester PascoMrs. Gladys PeayDr. & Mrs. Laurence PerrinMr. & Mrs. Barry PidgeonMr. & Mrs. Harold PidgeonMs. Melanie PiechMr. & Mrs. Joseph PinchmanMrs. Theodora Lewis PincusMr. Carl PinkardMr. & Mrs. Dennis PinnMr. & Mrs. Jack PipkinMr. & Mrs. Jeffrey PlattMr. & Mrs. Shearn PlattMr. & Mrs. John PloetzMr. Clifford PoffenbargerMr. & Mrs. Lorne PolgerMr. & Mrs. Kenneth PolinMs. Judith PollackMr. & Mrs. Ron PollackMr. & Mrs. Gary PollakMs. Fay PolsteinMr. James PoseyMrs. Ida Ruth Poster

Mr. Morton Poznak & Ms. Jere RipsteinMrs. Felice PrenskyMrs. Harriet PriceMr. & Mrs. Robert PriceMrs. Gloria Teles PushkerMr. Joel QuinonezMs. Janet RachelMr. & Mrs. Jerome RachmanMr. & Mrs. Terry RakovMrs. Laurayne RatnerMr. & Mrs. Steven RatnerMr. & Mrs. Daniel ReichMr. & Mrs. Steve ReichMrs. Anita ReinerMr. & Mrs. Andrew ResnickMr. & Mrs. Jeffrey ResslerMr. & Mrs. Lawrence RiceMs. Teofla RichDr. & Mrs. Milton RichlinMs. Lois RichmondMr. & Mrs. Steve RindsbergMr. & Mrs. Arthur RivkinMr. & Mrs. Ira RobbMs. Adrienne I. RobertsMr. & Mrs. Michael RobertsMr. & Mrs. Paul RobertsMr. Burton RodinDr. Leonard Rodin & Ms. Denise NagataMr. Charles RosenMr. & Mrs. Gerald RosenMs. Eve RosenbergMrs. Helen RosenbergMrs. Rita RosenbergMs. Shirley RosenblumMrs. Marian RosenfeldMrs. Edna RosenthalMrs. Edith Ross *Mr. & Mrs. Irving RostonMr. & Mrs. David RothMr. Andrew RothenbergMrs. Ruth RowenMr. & Mrs. Kenneth RoyDr. & Mrs. Norman RozanskyMr. Josef RozenbergMr. & Mrs. Martin RubenfeldMrs. Toby RubinMrs. Dolores RudolphMrs. Janet Sabin *Ms. Wendy Sabin-LaskerDr. & Mrs. Bruce SachsDr. Anthony SacksMr. Al SagerMrs. Andrea SaifmanMs. Robin SamitSan Diego Jewish JournalMr. Tim SandsMr. & Mrs. Kent SangerMrs. Leslie SatzMrs. Natalie SatzMs. Carolyn SavageMrs. Victoria SavenMs. Phyllis Savin

Mr. & Mrs. Robert SavitchMr. Tim SavittMs. Susan M. Reed SazerMr. & Mrs. Herbert SchaerMr. & Mrs. Stephen ScharchMrs. Lillian ScharlinMr. & Mrs. Al SchatzMr. & Mrs. Alan SchechterDr. & Mrs. Edward SchechterMr. & Mrs. Norman SchechterMrs. Sonia SchechterDr. & Mrs. Robert ScheinbergMr. & Mrs. Steven SchererMr. & Mrs. Irving SchiffmanProfessor & Mrs. Bertram SchildMr. Scott SchindlerMs. Hannah SchlachetMrs. Joyce SchlesingerMrs. Beverly SchmierDr. & Mrs. Myron SchonbrunMs. Renee Schor & Mr. Benjamin BoydMr. & Mrs. Len SchreibsteinMr. & Mrs. Arnold SchulmanMrs. Harriet SchumanMr. & Mrs. Darren SchwartzMrs. Inge SchwartzMr. Joel H. Schwartz & Ms. Helen McManusMs. Judith SchwartzmanMs. Dianne SchweitzerMr. & Mrs. Harry SegelMr. Leonard SegelMr. & Mrs. Sydney SelatiMr. & Mrs. Douglas SelikMr. Josef SellerMr. & Mrs. Herbert SeltzerDr. & Mrs. Richard SerwinDr. & Mrs. Michael SexterMrs. Dorothy ShabsinMr. & Mrs. Matthew ShakterMr. Gregg Shallan & Ms. Katherine BakerMrs. Sylvia ShaposhnickShapov EstateMr. & Mrs. Jerome ShawMrs. Irma Shaw *Dr. & Mrs. Fred SheinbeinMrs. Irene ShelbyMs. Lorene SheldonDr. & Mrs. Murray SherberMs. Susan ShmaloMrs. Leah ShoversMrs. Dora Kutner Showel *Mr. & Mrs. Ben ShreiberMr. & Mrs. Howard SilldorfMr. & Mrs. Robert SilvermanMr. & Mrs. Shelby SilvermanMr. & Mrs.* Sidney R. SilvermanMs. Estelle Silverstein & Mr. Jeffrey EldenMs. Leslie SimonMr. Myron SimonSimplexGrinnell

2013–2014 Annual Donors

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Mr. & Mrs. John SlankardMr. & Mrs. Don SlateMr. & Mrs. Jerry SmithMr. & Mrs. Joe SmithMr. & Mrs. Robert SmithMr. Todd SmithMr. & Mrs. Gary SmolinMrs. Frances SmugarMr. William SnyderMr. & Mrs. Kwan SoMs. Susan SobelMr. Herbert SolomonDr. & Mrs. Lawrence SolomonSolomon Fund of the JCFMr. & Mrs. Howard SolowayMr. Michael SonduckMrs. Shirley SonnenMr. & Mrs. Jay L. SonnensheinMr. & Mrs. Bernard SosnaSouthcoast Heating & Air ConditioningMs. Miriam Spector *Ms. Sherri SpectorMr. & Mrs. Mark SpieglerMr. & Mrs. Brad SpilkinMr. & Mrs. Melford SpiroMs. Margo SpitzMs. Florence SpivackMr. & Mrs. Roy SpringerMrs. Franziska SpronzMs. Janet StannardMs. Francy StarrMr. & Mrs. David SteinMrs. Patricia SteinMr. & Mrs. Rick SteinMr. Harris SteinbergMr. & Mrs. Mark SteinbergDr. & Mrs. Steven SteinbergMrs. Theresa SteinbergMr. James Stern & Ms. Marcia KernMr. & Mrs. Michael SternMr. & Mrs. Theodore SternMs. Marcia StoddardMs. Corrine StoffelMr. & Mrs. Evan StoneDr. Michael StotskyMr. Peter Stovin & Ms. Marilyn JohnsMr. Jeffrey StraussMr. & Mrs. W. Eli StrichMr. Paul StubbsMr. & Mrs. Sanford SugarMs. Marsha Sutton & Mr. C. Roger SmolinMs. Gina TapperMr. & Mrs. Ben TauberMr. & Mrs. Michael TaylorMr. Albert TeitlerMr. & Mrs. Allen TepperMr. & Mrs. John ThorntonMr. & Mrs. Nessim TianoMs. Mildred TirengelMr. Philip TobinDr. & Mrs. Mark Treger

Ms. Gail TrettinMrs. Sylvia TuckerDr. & Mrs. George TulinMr. & Mrs. Jerome TurkDr. & Mrs. Richard UlevitchUnicorn Jewelers, Inc.Mr. & Mrs. Roy UnoDr. & Mrs. Robert UslanderMr. & Mrs. Richard VannMr. & Mrs. Jacob VaughnDr. & Mrs. Andrew ViterbiMort Vogelson Memorial FundMr. Patrick VogtMrs. Ann WakefieldMr. & Mrs. Clive WaldenDr. & Mrs. Jordan WaldmanMr. Donald WardMrs. Barbara WarrenMr. Jack WarshauerMr. & Mrs. Melvin WassermanMr. Rick WatkinsMr. Bryan WaxMr. & Mrs. David WaxMr. & Mrs. Marshall WaxMs. Eleanore WaxmanMr. & Mrs. Anthony WeberMrs. Sylvia WechterMrs. Annette Kaplan WeilMr. & Mrs. Harold WeinbergerMs. Joanne WeinerMs. Robin WeinerMr. & Mrs. Ron WeinerMr. & Mrs. Sheldon WeinsteinMs. Sheila WeinstockMs. Linda WeirMr. & Mrs. Eric WeismanMs. Louise WeissMrs. Rusti Bartell WeissDr. & Mrs. Stuart R. WeissMrs. Thelma WeitzMr. & Mrs. Eric WeitzenMr. & Mrs. Lawrence WeitzenMs. Helen WelbournDr. & Mrs. Michael WellerWells Fargo Advisors, LLCMr. & Mrs. Arthur WennerAlan S. Wexler TrustMr. & Mrs. Jack WhiteMr. John WhiteMr. & Mrs. Larry WiederMrs. Lillian WillisMr. & Mrs. Abe WilsonMrs. Bebe WinerMrs Claire WinerMrs. Barbara WiseMr. & Mrs. Duke WisperMrs. Bryna WitiesMrs. Toby WolfMs. Elizabeth WolfsonDr. & Mrs. Donald WolochowMr. & Mrs. Kevin WunderlyMrs. Ruth YarbroughMr. Robert YoungMrs. Gussie Zaks

Mr. & Mrs. Alan ZekelmanMr. & Mrs. Howard ZellMrs. Bertha ZelonerMr. & Mrs. Jack ZemerMr. & Mrs. Marvin ZigmanMr. & Mrs. Allan ZimanMrs. Michele ZousmerMr. & Mrs. Leo Zuckerman

Mr. & Mrs. Louis ZuckermanMr. & Mrs. Norman Zwail

* Of Blessed Memory in formation October 1, 2014

Funds granted through the Jewish Community Foundation of San Diego

ALORMr. & Mrs. Earl AltshulerAlvarado Institute of Skin CareMrs. Bernadine BelkinBirch Aquarium at ScrippsMrs. Trudie BohmBoomers!Caffe PositanoCallaway GolfCameron FitnessCygnet Theater CompanyDaphne’sDel Mar PhotographicsDisneyland ResortDream Dinners Solana BeachDrybarELiveLife.comMr. & Mrs. Jon EpstenMs. Amy FarringtonMs. Claire FeldmanFiddleheads San DiegoMrs. Esther FischerMr. & Mrs. Jay FleischmannFreddi Pakier Health CoachingGolfsmith InternationalGreen Kids CraftsMr. & Mrs. Robert HaimsohnHennessey’s TavernHornblower Cruises & EventsIndian Joe BrewingJerry Chen PhotographyJewish Federation of San Diego CountyLa Costa Resort & SpaLa Jolla PlayhouseMagdalena Ecke Family YMCAMr. Randy MarcusMaritime Museum of San DiegoMarky Sparky ToysMayer DesignMeritage Wine Market & Tasting Room

Ms. Mimi MillerMoonlight Stage ProductionsMurder n’ Mayhem: Murder Mystery PartiesNordstrom Mission ValleyNorth Coast Repertory TheatreOceanside Boat RentalsOtterBoxOuterwallPacific ParkReuben H. Fleet Science CenterRon’s Pharmacy ServicesMr. & Mrs. Irving RostonRowley PortraitureMs. Wendy Sabin-LaskerSan Diego ChargersSan Diego ZooSeñor Grubby’sMr. & Mrs. Shelby SilvermanSix Flags Magic MountainSkincential SciencesSlater’s 50/50 Burgers by DesignSouth Sun Products IncStoneridge Country Club of PowayMr. Peter Stovin & Ms. Marilyn JohnsMr. Jeffrey StraussThe Art of DentistryThe Cheesecake FactoryThe Crosby National Golf ClubThe Fish MarketThe Glass GiraffeThe StrongholdTiny PrintsTrader Joe’sUSS Midway MuseumV’s BarbershopMrs. Nancy WeissMr. & Mrs. Kevin WunderlyWyland Worldwide

The names listed on the preceding pages are those who have made gifts to Seacrest Village Retirement Communities, Seacrest Foundation, Seacrest at Home and/or Guardians of San Diego.

2013–2014 Annual Donors

In-kind Donors

10

Includes the combined results of San Diego Hebrew Homes (dba Seacrest Village Retirement Communities), and Generations Management Group, LLC.

Financial Statements 2013–2014

STATEMENTS OF FINANCIAL POSITION

Assets FY 12/13 FY 13/14Current Assets 7,000,000 5,900,000

Property & Equipment (net) 29,500,000 28,200,000

Investments and Other Assets 3,200,000 3,600,000

Total Assets $39,700,000 $37,700,000

Liabilities and Net AssetsCurrent Liabilities 2,100,000 2,300,000

Other Long-Term Liabilities 700,000 800,000

Long-Term Debt 3,400,000 1,100,000

Total Liabilities $6,200,000 $4,200,000

Net AssetsUnrestricted 30,000,000 30,000,000

Temporarily Restricted 3,500,000 3,500,000

Total Net Assets 33,500,000 33,500,000

Total Liabilities & Net Assets $39,700,000 $37,700,000

STATEMENTS OF ACTIVITYRevenue and SupportResident Service Revenue 17,400,000 17,600,000

Unrestricted Contributions 3,400,000 1,600,000

Investment Return 100,000 100,000

Other Income 500,000 700,000

Total Revenue and Support $21,400,000 $20,000,000

ExpensesResident Services 14,000,000 14,400,000

Other General Operating 2,300,000 2,400,000

Fundraising 600,000 600,000

Depreciation and Interest 2,600,000 2,600,000

Total Expenses $19,500,000 $20,000,000

Change in Net Assets $1,900,000 $0

San Diego Hebrew Homesdba Seacrest Village Retirement Communities

11

Financial Statements 2013–2014

STATEMENTS OF FINANCIAL POSITION

Assets FY 12/13 FY 13/14

Investments 19,100,000 22,300,000

Other Assets 700,000 600,000

Total Assets $19,800,000 $22,900,000

Liabilities and Net Assets

Grants Payable 0 0

Total Liabilities $0 $0

Net Assets

Unrestricted 16,000,000 18,300,000

Temporarily Restricted 3,800,000 4,000,000

Permanently Restricted 0 600,000

Total Net Assets 19,800,000 22,900,000

Total Liabilities & Net Assets $19,800,000 $22,900,000

STATEMENTS OF ACTIVITY

Revenue and Support

Investment Return 1,300,000 2,400,000

Contributions 700,000 800,000

Total Revenue and Support $2,000,000 $ 3,200,000

Expenses

General and Administrative 50,000 100,000

Grants 450, 000 0

Total Expenses $500,000 $100,000

Change in Net Assets $1,500,000 $ 3,100,000

Seacrest Foundation

Financial statements are audited each year by an independent accounting firm.

Non-Profit Org.

U.S. Postage

PAIDPermit #254

San Diego, CA

San Diego Hebrew Homes dba Seacrest Village Retirement Communities 211 Saxony Road, Encinitas, CA 92024

760.632.0081seacrestvillage.org

2014–2015 Board of Trustees OFFICERSRobert Haimsohn, ChairLen Gregory, Chair-ElectHildegarde Beyor, Vice-ChairJonathan Halberg, Vice-ChairDavid Gilbert, Secretary

Jeffrey Platt, Treasurer

TRUSTEESEarl AltshulerLinda Ackerman BennettIngram ChodorowMary EpstenCarol FoxJohn Kassar Dennis LavineJeffrey LipinskyAnne NagornerStanley Pappelbaum, MDJoseph PinchmanTeddie Lewis PincusLinda PlattShearn PlattSteven Steinberg, MDRick Vann

We thank outgoing trustees, Jerome Klusky, Mark Steinberg, and Stuart Weiss, MD for their service during 2013-2014.

Seacrest Village Retirement CommunitiesCORPORATE211 Saxony Road, Encinitas, CA 92024 | 760.632.0081 | 760.942.0894 FAX Arthur & Sophie Brody Philanthropy Chair The Melvin Garb Foundation Presidential ChairThe Haimsohn Family Holiday ProgramIrwin & Joan Jacobs Cultural ProgramIrwin & Joan Jacobs Transportation ProgramAlan Wexler Finance Chair

Seacrest Village at EncinitasLEICHTAG FOUNDATION CAMPUS 211 Saxony Road, Encinitas, CA 92024 | 760.632.0081 | 760.516.2012 FAXArthur & Sophie Brody Main Entry PlazaEllen & Ingram Chodorow SynagogueEsther & Bud Fischer Aquatics and Fitness CenterThe Galinson Family Rehabilitative Therapy ProgramJoseph & Dorothy Goldberg Healthcare CenterLee & Frank Goldberg Residence CourtThe Merrill & Robert Haimsohn Alzheimer’s ProgramThe Katzin ResidenceLeichtag Family Assisted Living ResidenceBernard & Dorris Lipinsky Administration BuildingLipinsky Family Foundation Nursing ProgramThe Ottenstein Vitality CenterThe Simon PavilionThe A. Wexler, R. Simon & E. Addleson Family Assisted Living Program

Seacrest Village at Rancho BernardoNELLIE COHN RESIDENCE 12730 Monte Vista Road, Poway, CA 92064 | 858.485.0700 | 858.485.0307 FAX

Seacrest Foundation211 Saxony Road, Encinitas, CA 92024 | 760.632.0081 | 760.516.2012 FAX

Jewish Community Foundation San Diego