The Jewish Historical Society of Southwest Florida Inc

The Jewish Historical Society of Southwest Florida Inc General Information Contact Information Nonprofit Primary Contact First Name Primary Contact Last Name The Jewish Historical Society of Southwest Florida Inc Marina Berkovich Address 899 VANDERBILT BCH RD STE 116 NAPLES, FL 34108 8734 Phone (239) 566-1771 Organization E-mail Web Site Facebook Twitter jhsswf@gmail.com www.jhsswf.org http://www.facebook.com/jewish-historical-society-of- Southwest-Florida-Inc-329125960620773/ http://www.twitter.com/ At A Glance Year of Incorporation 2011 Organization's type of tax exempt status Public Supported Charity Organization EIN# 27-2494562 1

Statements & Search Criteria Mission JHSSWF is dedicated to preservation and protection of the Jewish History of Southwest Florida by collecting living legacies. Our mission is to educate, celebrate and promote awareness of the contributions of Jews in Southwest Florida to-date and it the future. CEO/Executive Director Statement Jewish History of Southwest Florida is quite young. In Collier County it dates back only seven decades. The Society is working hard toward its preservation effort focusing mostly on capturing fist hand accounts of the living, but also keeping in mind the ultimate goal of building a virtual museum to house the Society's video and other archival collections. Areas Of Service Areas Served Areas Served ALL Geographic areas served in Collier County Serving all of Collier County Service Catergories History Museums 2

Programs Programs Southwest Florida Jewish Pioneers: Helen Wienfeld Description Long-Term Success Examples of Long-Term Success Target Population 1 Target Population 2 Documentary film about Southwest Florida's first Jewish Historian, Helen Weinfeld. Documentary film about Southwest Florida's first Jewish Historian, Helen Weinfeld. Film features interviews with Helen Wienfeld, her archives, photographs, maps and art. Presented film in Naples in January 2015 to celebrate Florida Jewish History Month, and repeated in April 2015. The film has helped to raise awareness of Jewish History in the region and will be taken to Marco Island in 2016, as well as repeated in Naples. This film helped raise membership and donations in 2015. Other Named Groups US& International Southwest Florida Jewish Pioneers: Bill Lipman and Gloria Lipman Description Long-Term Success Examples of Long-Term Success Target Population 1 Target Population 2 Documentary short film about some of the 6L founders in Collier County, Gloria Goldberg-Lipman and William Lipman. Documentary short film about some of the 6L founders in Collier County, Gloria Goldberg-Lipman and William Lipman. The Lipman family were essential to the founding of agriculture in Collier County and continue to play the integral role through Lipman Produce. The program created around this film helped honor the Lipman family role. Their descendents, Sheryl Lipman and David Lipman are still involved with variety of philanthropic activities in Collier County. JHSSWF paired up with Collier County Museum to celebrate Florida Jewish History Month 2016. Other Named Groups Middle Easterner Heritage 3

Southwest Florida Jewish Pioneers: Richard Segalman Description Long-Term Success Examples of Long-Term Success Target Population 1 Target Population 2 Documentary short film about the family owned "Anchor Bar," the first ever Jewish owned Collier County business and their family member Richard Segalman, a famous Naples painter. Documentary short film about the family owned "Anchor Bar," the first ever Jewish owned Collier County business and their family member Richard Segalman, a famous Naples painter, whose paintings are now at the Metropolitan Museum of Art in NYC and Hirshhorn Museum in Washington DC This documentary was shown together with the film about the Lipmans at the Collier County Museum to celebrate 2016 Florida Jewish History Month. As the result of this event funds equaling the entire 2015 calendar year were raised, and membership in the organization was increased. Subsequent plans will include repeat of this and other events to establish the Virtual Museum, Other Named Groups Middle Easterner Heritage 4

Impact Goals What are your organization's long-term strategic goals? The organization aims to establish the Virtual Museum to serve the Jewish population of Southwest Florida, of which Collier County is the newest and fastest growing Jewish community. The ultimate goal is to place all footage, interviews, archives, maps and other documents into the Virtual Museum to allow access to every member, regardless of their permanent or seasonal status. Some of exhibits will be available to general public online. Strategies What are the major strategies you will do to accomplish your goals? JHSSWF strategy is to strengthen the collection for Virtual Museum by expanding the number of witness interviews/films about them, adding archives, and creating educational films and exhibits, which will be available either through virtual museum or on demand to anyone seeking information about Jewish presence in Collier and other Southwest Florida Counties and the contributions Jews made to this region. Capabilities What are your organization s capabilities for doing this? JHSSWF had been interviewing witnesses to Collier County's emergence of Jewish presence since 2011. We have collected initial archives, maps, photos and footage, and are continuing to gather further information, interviews and build up our collections for Virtual Museum. We are in a unique position to create such museum, because it is an emerging form of museums, whereby every exhibit is residing online. Our board members, volunteers and vendors have experience and expertise to populate the Virtual Museum database and create the online presence through website maintenance and social networking presence, once the Virtual Museum software is acquired and installed on JHSSWF dedicated computer. Our film collection will continue to increase and we will bring them out to the entire community with the purpose of historical preservation and education, one film at a time, while the witnesses or early Jewish History are still alive. Indicators What indicators do you use to measure progress? We are measuring progress in terms of memberships in the society and attendance at film/education events at this moment. When Virtual Museum is live, we will measure progress in terms of visitors and viewers of each exhibit. Progress What have and haven t you accomplished so far? We have not yet acquired a dedicated computer to house Virtual Museum software and the museum archives and have not yet purchased the software. Because software gets updates and new releases are available, we will acquire such software at the same time as we get full hardware acquisition funded. 5

Board & Governance Board Chair Board Chair Marina Berkovich Board Members Name Affiliation Status Marina Berkovich President Voting Ted Epstein Board Member Voting Alexander Goldstein VP Voting Jane Livstone Treasurer Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 0 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 2 Female 2 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits none Board Meeting Attendance % 0 Written Board Selection Criteria? Written Conflict of Interest Policy? Yes Yes Number of Full Board Meetings Annually 3 Standing Committees Collections Membership Advisory Board / Advisory Council Program / Program Planning 6

Management Executive Director/CEO Executive Director Marina Berkovich Term Start Jan 2011 Email jhsswf@gmail.com Experience Marina Berkovich is a non-practicing CPA with 20 years of experience in public and private accounting, auditing and education. She is formerly Dean of Administrative Services of Bramson ORT College in NYC. Her administrative strengths are matched by her creative and historical exposure, since she began a second career in documentary film work. She is a writer, film producer and documentary filmmaker. Her film-making assignments led her into the field of historical preservation through eyewitness testimonies. In Southwest Florida she has interviewed many witnesses for such organizations as Naples Historical Society and Holocaust Museum and Education Center of Southwest Florida, producing films "Naples Oral Histories: If These Walls Could Talk" and "Testimony to Truth" for these organizations, respectively. Marina holds history of Southwest Florida dear to her heart, and compels other volunteers to follow her passion of historical preservation and protection. Staff Full Time Staff 0 Part Time Staff 0 Volunteers 6 Plans Organization has a Strategic Plan? Under Development 7

Financials Current Fiscal Year Jan Fiscal Year 2015 Projected Revenue $5,000.00 Projected Expenses $5,000.00 Detailed Financials Revenue and Expenses Fiscal Year 2018 2017 2016 Total Revenue -- -- -- Total Expenses -- -- -- Revenue Sources Fiscal Year 2018 2017 2016 Foundation and Corporation -- -- -- Contributions Government Contributions $0 $0 $0 Federal State Local Unspecified Individual Contributions -- -- -- Indirect Public Support -- -- -- Earned Revenue -- -- -- Investment Income, Net of Losses -- -- -- Membership Dues -- -- -- Special Events -- -- -- Revenue In-Kind -- -- -- Other -- -- -- Expense Allocation Fiscal Year 2018 2017 2016 Program Expense -- -- -- Administration Expense -- -- -- Fundraising Expense -- -- -- Payments to Affiliates -- -- -- Total Revenue/Total Expenses -- -- -- Program Expense/Total Expenses -- -- -- Fundraising Expense/Contributed Revenue -- -- -- Assets and Liabilities Fiscal Year 2018 2017 2016 Total Assets -- -- -- Current Assets -- -- -- Long-Term Liabilities -- -- -- Current Liabilities -- -- -- Total Net Assets -- -- -- 8