Local News
JNF Canada loses appeal to retain charitable status—days before a deadline to disburse remaining assets
By ELLEN BESSNER (Canadian Jewish News) November 10, 2024 Jewish National Fund of Canada has lost its first major legal battle to stop the tax department’s revocation of its charitable status, which came into effect three months ago.
Late in the afternoon of Friday, Nov. 8, a Federal Court judge dismissed JNF Canada’s application for a judicial review—and the judge also dismissed a request for an injunction to force the Canada Revenue Agency (CRA) to remove the official revocation notice that was printed in the Canada Gazette on Aug. 10.
Printing that notice triggered a series of steps JNF Canada was ordered to take under the Income Tax Act rules regarding revoked charities.
Firstly, it could no longer issue tax receipts for charitable donations made by Canadian supporters to fund a portfolio of social service projects in Israel.
Secondly, it was also required to wind down operations that date back to 1967—during which time the charity fundraised in Canada to support tree planting and other work in Israel. The CRA gives revoked charities the option of trying to disperse its remaining assets (JNF Canada’s asserts were stated as about $31 million in 2023) by giving them to another approved charity.
JNF Canada was also instructed to file a special form and remit a cheque to the tax department to pay what is known as a revocation tax. This amount is 100 percent of its remaining holdings after calculating the fair market value of the assets and money the charity had left, once all debts are paid. (The amount could be further reduced should the assets be legally given to a qualified donee.)
The deadline for that tax payment is Nov. 13, according to a letter the CRA sent to the now-former charity in mid-August.
The judge’s ruling came 24 hours after JNF Canada lawyers argued their case via video conference on Nov. 7, alongside lawyers for the Department of Justice, representing the Minister of National Revenue.
JNF Canada asked for a motion to reverse the publication of the Aug. 10 notice, which would save the organization from forced closure.
In her 17-page written decision, Justice Allyson Whyte Nowak explained why she dismissed the appeal. She ruled that her court was the wrong place for the charity to try to seek relief, because the Income Tax Act specifically designated the Federal Court of Appeal as the correct venue for such cases. Earlier court cases have established this fact, she wrote.
Justice Whyte Nowak did acknowledge that JNF Canada’s lawyers are raising a “novel issue,” but said it must be left up to the Federal Court of Appeal—or even Parliament—to correct any gaps in the inner workings of the CRA’s revocation process.
The day before the judge’s decision was released, JNF Canada issued a statement about how it will “never stop fighting for our community and our mission.”
“We stood our ground, and our lawyer made a compelling case in our defense [sic], arguing for procedural fairness, legitimate expectations, and the rule of law,” JNF Canada CEO Lance Davis and the revoked charity’s president Nathan Disenhouse announced together on Nov. 7.
JNF Canada has not commented publicly since learning it had lost this legal appeal. A video conference briefing for supporters has been scheduled for 8 p.m. tonight (Nov. 10), in the evening when JNF Canada’s annual Negev Dinner gala for supporters had been scheduled in Toronto, before its cancellation.
Rally for Humanity, a Sunday afternoon event at Nathan Phillips Square in downtown Toronto—which will feature speakers from Muslim, Hindu, Christian and Catholic organizations in alliance with 13 different Jewish community groups—also lists JNF Canada as a sponsor.
‘Nearly impossible to resurrect the charity’: CFO
JNF Canada’s chief financial officer Edit Rosenstein, in an affidavit submitted to the court on Oct. 30, outlined the impact of the Aug. 10 revocation.
“As we will not have the necessary funds, a total of 31 charitable projects will need to be stopped, which will have a huge impact on the vulnerable populations we serve.”
The affidavit claimed 48 employees would be terminated, with JNF Canada obliged to make severance payments. Four contractors will have their contracts terminated, with JNF Canada liable for the breaches. And other vendor contracts will also be terminated “resulting in penalties to JNF and exposure to further claims for breach of contract,” explained Rosenstein.
“If JNF is forced to shut down, I believe it will be nearly impossible to resurrect the organization, even if it is successful in its appeal before the Federal Court of Appeal,” Rosenstein’s affidavit said.
A separate court document from JNF Canada’s legal team added another consequence should the Federal Court not reverse the CRA’s revocation. The court was told it will result in further irreparable harm such as “the Applicant losing its chance to salvage its reputation.”
CRA explains the revocation and next steps
The CRA told The CJN on Friday it does not normally comment on specific court cases involving taxpayers, due to confidentiality clauses in the Income Tax Act. However, an email from spokesperson Nina Ioussoupova clarified why revoked charities must pay a revocation tax.
“The purpose of this tax is to ensure that charitable property is applied to charitable use,” she said, adding that the remaining assets include all income and gifts made to a revoked charity during its wind-down period.
In the JNF Canada case, the CEO Lance Davis told The CJN in an earlier interview in August that the charity continued to receive donations from supporters after the revocation, even though tax receipts could not be issued.
Two months ago, JNF Canada launched a public relations effort to lobby Prime Minister Justin Trudeau and national revenue minister Marie Claude-Bibeau to intervene on the file and reverse the revocation. Supporters were asked to donate money that would go to plant trees in areas of northern Israel where Hezbollah rocket attacks have burned forests.
The revoked charity vowed to send thank-you cards to the two federal politicians, which would advise them of trees being planted in their names—and also urging them to support JNF Canada’s cause.
How did JNF Canada end up here?
July 2024 brought the first public word from JNF Canada of its decade-long dispute with the tax agency. JNF Canada announced that it had been “blindsided” by the CRA decision it would be moving to shut the charity down, after a confidential 2014 CRA audit painted a harsh picture of its non-compliance with tax rules. JNF Canada vowed to fight any revocation through the courts, and immediately filed an appeal July 24, to the Federal Court of Appeal. A parallel appeal was filed to the Federal Court soon after.
The agency’s findings in the audit ranged from where the charity’s books and records had been kept in 2011 and 2012 (mostly in Israel, which was a no-no), to what language the paperwork and receipts were kept in (mostly in Hebrew, which is not illegal but makes work difficult for auditors), to the conclusion that JNF Canada’s founding charitable purposes of relieving poverty in Israel by paying the salaries of indigent labourers, were not being met.
Another major issue was that because of missing paperwork and superficial oversight on the ground in Israel, it was felt the Montreal-based JNF Canada hadn’t been in control of or directing its own operations overseas. CRA believed the charity was acting merely as a funnel of money to the Jerusalem-based agency, the Jewish National Fund/Keren Kayemeth LeIsrael, which ran the projects.
A further red flag for auditors were several projects in 2011 and 2012 that benefited the Israel Defence Forces, such as construction of buildings and green areas on IDF military bases. Registered charities are not permitted to support a foreign military financially, under Canadian laws. Some other projects were located in the West Bank and on other disputed land, the CRA found, something which Canada’s foreign policy frowns on.
JNF Canada disagreed with the CRA’s view of that last category—and still does. But in 2019, the charity assured the public that it had stopped funding both kinds of projects after 2016, in order to comply with CRA requirements in good faith.
The CRA officially informed the charity in August 2019 that it still wasn’t satisfied with JNF Canada’s efforts to come into compliance, and intended to revoke its charitable status.
Three months later, in November 2019, JNF Canada filed an objection with the CRA’s in-house appeals branch. That move put the revocation process on hold until the objection was reviewed.
The review by the agency’s appeal team took about four years.
In documents submitted to the Federal Court as part of the latest hearing, the CRA acknowledged the lengthy time it took. However, it blames the delay partly on “disruptions” caused by the COVID-19 pandemic, when in person meetings were cancelled, and when many federal workers switched to remote offices and worked from home. But the CRA also contends it was JNF Canada’s fault the review was held up when the charity filed an Access to Information request seeking confidential CRA documents about this dispute, which caused more delays.
The CRA finished its review of JNF Canada’s objection in 2023, and told the charity it still was planning to proceed with revocation of its charitable status due to the “repeated and serious non-compliance” with the Income Tax Act.
The now-revoked charity has publicly slammed the tax agency for repeatedly refusing to meet with them during the process to discuss concrete suggestions for improving things, such as adopting a new, acceptable charitable purpose. JNF’s Canada’s CEO Lance Davis told The CJN Daily this August that his team has made many internal changes in recent years to come into compliance, and as a result were now “running a tight ship.”
On June 26, 2024, the charity received a further confirmation letter of the CRA’s 2019 Notice of Intent to Revoke.
JNF Canada decried the decision, blamed the department for being procedurally unfair, even biased, and accused tax officials of caving in to anti-Israel activist groups—such as Independent Jewish Voices—which have long been pressuring the government to shut pro-Israel charities such as JNF Canada down. JNF Canada officials have since pointed to internal CRA documents it obtained showing a 2017 meeting between anti-Israel activists and a senior director with the revenue agency.
Procedural fairness disputed by JNF Canada lawyers
JNF Canada lawyers Adam Aptowitzer and Elizbeth Egberts of KPMG told the court this past Thursday that the CRA had given JNF Canada written assurances—dating back as far back as 2019—it would not pull the trigger by having the revocation notice published yet in the Canada Gazette.
Aptowitzer argued this assurance included a promise the CRA would wait until any objections or court appeals were dealt with. He told the court there was a long-standing internal CRA policy that gave audited charities as long as 90 days after the revocation notice was sent out to file an appeal in the Federal Court of Appeal before publication of the revocation.
Aptowitzer told the court that JNF Canada felt the 90-day policy used in 2019 was actually a “commitment” that “had created a legitimate expectation” of how things were going to be handled in 2024.
The lawyers submitted copies of an internal CRA briefing note from May 2024 stating no publication of the revocation notice would happen if JNF managed to submit its appeal in time to the Federal Court of Appeal, which it did on July 24, 2024.
Nevertheless, the CRA went ahead and had the revocation notice published on Aug. 10, which was 30 days after that final confirmation letter was sent out.
JNF Canada also felt it should have been clearly informed that CRA 2019 policy had been changed, since had it been informed about the shorter deadline, the charity would likely have gone much earlier to the Federal Court of Appeal to try to block the publication, before it was too late.
For its part, CRA lawyer Linsey Rains told the court JNF Canada should have been smart enough to figure out the previous, 90-day timeline process wasn’t guaranteed any longer.
“[JNF Canada] is a sophisticated organization and there is sophisticated counsel as well,” Rains said Thursday.
She reminded the judge that under the tax code, the CRA doesn’t have to wait for the final outcome of legal appeals to be exhausted through the courts, and the CRA can publish a revocation in the Canada Gazette after 30 days, as was the case here.
Lawyers for the government argued the tax department was acting to protect the tax base, and wasn’t required to give JNF Canada its own personal treatment and notice.
“Counsel… was told that [the 90-day waiting period in place back in 2019] assurance wasn’t necessarily guaranteed this time around,” said Rains. “The policy changed and it can change and the reason it changed is… the Minister’s statutory duty to publish the revocation.”
While the 90-day policy was followed for many revocation cases before and since 2019-2020, the court heard that, in the last few years, the agency has moved to the much speedier revocation: 30 days.
Moves made to protect taxpayers: CRA
“The CRA now has a risk-based approach towards compliance in the charitable sector,” according to senior CRA official Melissa Shaughnessy in a written affidavit submitted to the court in advance of the hearing.
She said it will cost the Canadian government $4.6 billion in 2024 to give tax deductions to people and corporations who donate money to charities. So, the CRA wants to make sure the charitable sector operates according to the law. That is why it moved more quickly on the JNF Canada case.
“The decision to proceed with revocation now, despite the Organization’s appeal with the Federal Court of Appeal, is to stop the continued flow of tax-receipted donations going overseas to fund the non-charitable activities of a non-charitable third party,” Shaughnessy wrote, referring to the JNF’s partner in Israel.
“The Organization has publicly stated that it will continue receipting donations and distributing funds. Awaiting the conclusion of the legal appeal process could take over a year which would enable the Organization to continue to send millions of dollars in tax-receipted donations to fund foreign non-charitable programs were it not revoked.”
While the CRA acknowledged it had received assurances from JNF Canada that funds were not being used in IDF projects or the West Bank since 2016, the tax agency pointed out the charity didn’t furnish proof to back up this promise.
‘Irreparable harm’ due to revocation
As part of its case claiming irreparable harm from revocation, JNF Canada argued in court that Israeli children with cancer are being jeopardized by the CRA’s revocation. Aptowitzer, one of the JNF Canada lawyers, said the organization promised to help fund the renovation of a building on the grounds of Sheba Medical Centre’s Tel ha-Shomer site near Tel Aviv, where families of young cancer patients are housed while their kids are undergoing lengthy oncology treatments.
The facility is operated by the Israel-based Rachashei Lev charity. Since 2007, the building has offered 20 apartments to temporarily house the families. Aptowizer told the court JNF Canada made an obligation to fund this renovation project.
“The facility is currently turning away sick children,” he said, and the court was told an estimated ten patients have had to be turned away to date, due to the renovations underway. “There is harm to unknown people yet to be diagnosed.”JNF Canada committed $292,500 to fund the renovations, according to the affidavit submitted by CFO Edit Rosenstein.
According to the JNF Canada’s website, the reason the children’s house is being renovated is because since Oct. 7, 2023, the hospital has now commandeered the 20 apartments also to accommodate an influx of Israeli survivors’ families, including next of kin of severely wounded Israeli soldiers who were injured in battle.
“With the increased demand from families of wounded soldiers, they need to quickly renovate and split the current apartments into two thereby doubling the number of families served for a total of 40 apartments,” explains JNF Canada on its website. “Each suite will consist of a bedroom, a kitchenette, private bathroom and a balcony. Renovations include new flooring, electrical, paint, plumbing, replacement of doors and installation of more countertops and sinks.”
JNF Canada’s website adds that donations are required before the Canadian project can send money.
Donations almost completely stopped: CFO
In her affidavit, Rosenstein revealed that after her charity’s status was revoked in August this year, JNF hasn’t been receiving the expected flow of donations.
“As a result, donations to JNF [Canada] have almost completely stopped,” Rosenstein said. “Without the ability to raise funds, or draw on assets, JNF will have no choice but to cease its charitable operations and terminate the employment of its employees.”
CRA lawyer Linsey Rains told the court she wondered about JNF Canada’s claim of irreparable harm and argued it should not factor into the judge’s decision.
Firstly, Rains asked the court why payments couldn’t be sent to the hospital project, regardless of the revocation. She also suspected JNF Canada wasn’t the only organization donating to this Israel-based children’s house project. Rachashei Lev has several fundraising chapters outside of Israel—including in Teaneck, New Jersey, and London, England.
JNF Canada annulment request explained
Even after JNF Canada received the recent June 26 confirmation that its charitable status was going to be revoked, the charity proposed what CEO Lance Davis has previously called an “off-ramp.”
Lawyers asked the CRA on July 12 to pause the revocation, and instead act to annul JNF Canada’s 57-year status as a registered charity.
An annulment would help avoid paying the revocation tax, and would also allow JNF Canada donors to keep the tax receipts they’d been issued prior to the granting of the annulment.
In court, CRA lawyer Linsey Rains told the judge the federal revenue minister didn’t reject the idea, but rather put a pin on the suggestion while the current dispute over revocation plays out in the courts.
The head of the CRA’s charity directorate, Sharmila Khare, wrote on July 24 to David Stephens—another lawyer representing JNF Canada—confirming that the annulment request would be “held in abeyance.”
Rains suggested JNF Canada tried to keep its non-compliance problems out of the public eye. She told the court JNF Canada wanted to “keep it quiet” and “close to their chest” hoping instead, they could get an annulment, and avoid paying the revocation tax in the process.
Briefing notes prepared by CRA staff in April and May 2024 which were submitted to the Federal Court ahead of the hearing show JNF Canada being very concerned about the dispute being made public. The CRA notes also show the agency itself expected to receive additional attention because of its timing.
“Consideration should be given to raising the risk level on this to high, when and if an appeal is filed at the FCA,” the CRA briefing document said. “The Organization is a prominent charity with overseas operations in Israel and given the current Israel/Palestine conflict, this revocation could be contentious for the CRA. There has been recent media attention on charities potentially funding activities related to the Israeli-Palestinian conflict.”
The authors of the briefing note cited nine published articles, including one published by The Canadian Jewish News last October. However, five of the pieces were negative coverage citing anti-Israel sources— including one penned by Yves Engler, a prominent anti-Zionist from Montreal. A cited story from the Washington Report on Middle East Affairs begins by saying the U.S. branch of Jewish National Fund supported “Israel’s occupation by financing illegal settlement building on Palestinian land.”
What’s next for JNF Canada?
Right now, at least two significant questions remain unanswered.
Have any JNF Canada funds been disbursed to new charities, who could then legally send the money to JNF’s partners in Israel?
And, can the Nov. 13 filing deadline for the revocation tax be met?
JNF Canada’s communications have emphasized it will be left with no funds to pay for court challenges to fight what it feels has been unfair treatment by the CRA.
Despite losing the first court case on Nov. 8, there is still a second appeal in the pipeline—this one was filed with the Federal Court of Appeal on July 24. However, court documents show that any Federal Court of Appeal hearing won’t likely be scheduled any earlier than May 20, 2025.
There could also be other legal avenues, such as an appeal to the Supreme Court of Canada—and also to the federal Tax Court.
JNF Canada has two major events scheduled in the coming week, before the Nov. 13 payment deadline. It’s not known if they will be impacted by the appeal being dismissed.
The annual Negev Dinner in Toronto, honouring philanthropist Jeff Rubenstein, was originally scheduled for tonight (Sunday, Nov. 10) before JNF Canada decided to cancel it in September—former Israeli prime minister Naftali Bennett had been booked as keynote speaker.
But an event was subsequently scheduled for Nov. 11 featuring a panel discussion on the aftermath of the U.S. presidential election as it relates to Israel, featuring former IDF spokesperson Jonathan Conricus and New York Times columnist Bret Stephens, with journalist Jonathan Kay serving as moderator.
Two additional JNF Canada supporter events in Toronto remain scheduled for Nov. 21 and Dec. 2.
JNF Canada did not cancel its Negev Gala event in Ottawa, scheduled for Nov. 13, honouring Lisa MacLeod, the outgoing Ontario PC MPP for Nepean. Political consultant Warren Kinsella was later added as keynote speaker.
Proceeds from the Ottawa dinner are going to build a resilience centre for people living with PTSD in Sderot, with charitable donations administered by the Israel Magen Fund of Canada, rather than JNF Canada.
Local News
Former nominee for Jewish Athlete of the Year and Canadian Junior Curling champion Kyle Doering is the new general manager of the Granite Curling Club
By BERNIE BELLAN When I was doing a search for Kyle Doering’s name in the Jewish Post archives I discovered that Kyle’s name was actually first mentioned in our paper back in 2003 when he was a student in the Hebrew Bilingual program at Margaret Park School. Kyle, who was then in Grade 2 in the Hebrew bilingual program at that school, had written an explanation why we eat hamentashen on Purim – which was published in a March 2003 issue. (Kyle says that following his completion of the Hebrew program at Margaret Park after Grade 6, he did continue in the Hebrew program at H.C. Avery School until the end of Grade 8.)
Now – in an effort to emulate the style of the late, great Harvey Rosen (and maybe Gerry Posner as well), both of whom would never have missed an opportunity to take an extreme leap from one unrelated subject to another – as both those guys might have written: “It’s not too far a leap to say that a curling rock could be compared to a hamentash!”
And, to further emulate the writing style of both Harvey and Gerry, let me say that Kyle, who is of the “Hebraic persuasion” (as Harvey used to say) – on his mother’s side, has used some of the genes he inherited from his businessman grandfather, the late Bill LIfchus (who used to write a very amusing financial column for the Jewish Post), has now carved a career for himself using the degree in business he acquired from the University of Winnipeg in 2019 to become the general manager of Winnipeg’s oldest, and one of its largest curling clubs: the Granite Curling Club.
A further search of Kyle’s name in our archives reveals that he has been a finalist for Jewish Athlete of the Year twice, including last year, when he was the fifth for Canadian Brier champion Brad Gushue. Kyle had also been nominated in 2017 after his junior team won the Canadian championship and placed third in the world junior championship. (Kyle was also the fifth for Reid Carrothers’ Manitoba team this year.)
Following high school Kyle entered the University of Winnipeg, where he graduated with a business degree in 2019. All the while though he remained a very competitive curler. As a matter of fact, in 2016 I happened to run into Kyle at the Granite club one afternoon (where I am also a member). Kyle was practising mixed curling with his then-girlfriend, Ashely Groff. (Kyle and Ashley actually met at the Granite in 2016, Kyle tells me – when they were curling on separate sheets of ice. They were married just this past December.)
Right: Ashley showing her sleeve with their sponsor’s name (and I never asked them to do that!)
During the course of that conversation in 2016 Kyle asked me whether I would consider sponsoring Ashley and him as mixed curlers? I asked him how much it would cost? He said: “$200” – which was far less than what I was expecting him to say, so I readily agreed.
What I didn’t expect though was that Kyle and Ashley would put the name “The Jewish Post& News” on their curling jackets. That was by far the cheapest form of advertising I have ever encountered!
Upon completion of his business degree at the University of Winnipeg, Kyle went to work for the Humane Society as its community relations officer, where he was employed up until the time he was hired as the Granite’s new general manager.
Kyle wasn’t given the job simply because he’s got such a strong background in curling though. He was among several candidates for the job and did go through an interview process, following which he was told he had been selected for the position.
For Kyle, it’s a dream position. As he says: “I can work in curling – which I love…and in this historic building and club (the Granite is 140 years old) – which has given me so much over the years. I met my wife here, learned to curl here…it’s very cool to get to manage it.”
Readers may be aware that the Granite Curling Club has been in the news a fair bit lately – but not for anything to do with curling, per se. The club is actually situated on land owned by the City of Winnipeg. (It’s a fairly complicated story how that came to be. At one time the Granite owned the land where the club is situated, but it ran into financial difficulty in the 1970s and was forced to sell the property to the city with a “lease back” arrangement.)
The city is currently in the process of redeveloping land on the west side of the club where a parking lot now exists for the purpose of building affordable housing. Most of the spaces in that parking lot are leased out to Canada Life, but the Granite has had 30 parking spaces allocated for members’ use. There is now a proposal to build a 12-storey apartment building on the parking lot. The loss of those 30 parking spaces is of great concern to many members of the Granite Curling Club.
It is into the midst of this imbroglio that Kyle Doering now finds himself. On a personal note I myself contacted the city councillor for the area, Sherry Rollins (who, by the way, also is Jewish), and a spokesperson for Canada Life. There doesn’t seem to be an easy way out to resolve the parking situation – and the future existence of the Granite Curling Club is in peril unless some sort of accommodation can be reached insofar as parking spaces for members are made available.
Kyle may be adept at putting a curling stone on to the button of a sheet of ice, but having stepped in as the brand new general manager of a curling club that has over 1300 members, he may find that the challenges that lie ahead are more than one might have expected just a few short months ago – when the city took the club by surprise when it announced its plan to develop the land where, until now, Granite curlers have been able to park their cars.
Local News
Local MPs nominate additional Jewish community members for King Charles Coronation Medals
A few months back we published a story on this website about several members of the Jewish community who had been awarded King Charles Coronation Medals. That story can be found at King Charles Medals
Since that time it has come to our attention that several other members of our community had also been nominated by local Members of Parliament to receive medals.
Following is an update to that earlier story, which was also written by Myron Love:
The medal, created to mark the coronation of King Charles III, is described in a press release as a “special commemorative honour awarded to individuals who have demonstrated exceptional service and dedication to their communities and Canada through volunteerism, leadership, and acts of courage or commitment, reflecting the values of service and unity upheld by the monarchy. It serves as a lasting symbol of appreciation for their selfless efforts in building a better society”.
At the time, I was working largely from a list of local honorees posted on the Lieutenant-Governor’s webpage. Since then, it has been brought to my attention that other deserving members of our Jewish community have also been awarded the medals. It seems that it was not only the Lieutenant-Governor’s office which submitted a list of prospective honorees, It seems that every Member of Parliament was also encouraged to nominate honorees among their constituents.
Thus, local MPS Ben Carr and Marty Morantz –subsequent to the Lieutenant-Governor’s medal presentations – have released their own slates of medal recipients. Among the new Jewish honorees are two Jewish Federation of Winnipeg leaders – one fairly recently retired and a second who is still actively involved, a retired judge, a musician who has played a leading role in Winnipeg folk music circles, a pioneering veterinarian and a long time advocate for the disabled.
Jessica Cogan was actually presented with her medal (along with Einat Paz who appeared in the original story) – in mid-November in Marty Morantz’ constituency office. Cogan has been volunteering with the Jewish Federation of Winnipeg in numerous capacities for decades. Currently she is the Jewish Federation of Winnipeg’s Second Vice-President, a member of the board of Ben-Gurion University of the Negev, and a member of the advisory/organizing team for the Holocaust Memorial Sites Study Tour for Educators. She is a Past President of the Jewish National Fund (Manitoba-Saskatchewan branch) and National JNF board member, as well as a former Folklorama adult ambassador for Shalom Square.
In the wider community, she has served as a director of the Women’s Health Clinic Board and co-chaired their capital campaign.
Elaine Goldstine admits to being “quite surprised” to have been nominated through Ben Carr’s office for the King Charles Award. Like Jessica Cogan, Goldstine has devoted most of her adult life first as a volunteer for the Federation and, over the past 20 years, as a senior member of our community’s “civil service”.
But her volunteer efforts go back even further. As noted in an earlier issue of the Post – in an interview with her two years ago – just prior to her retirement as the Federation’s CEO, as a teen, she was active in USY and was President of the Gabriels Chapter of BBYO. In 1979 she became involved with National Council of Jewish Women, and served as President of the Sarah Branch, President of the NCJW Winnipeg section, and as the organization’s National Treasurer and Vice President. She had also served on the PTA of Ramah Hebrew School, the Business and Professional Development Committee of Canadian Friends of the Hebrew University, and on the Board of the Shaarey Zedek Sisterhood.
She began volunteering with Federation after her two sons reached school age. She started as a volunteer with the CJA’s Women’s Philanthropy Division. After a short time, she was offered a job with the campaign. Eventually, she was hired to become the campaign division chair. She assumed the reins of the CJA campaign in 2004 after her predecessor, Gerry Koffman, passed away at a relatively young age.
In 2015, after the retirement of long time Federation CEO Bob Freedman – and a successor who left after a year – Elaine was tapped to become the new CEO.
Looking back over the course of her career serving our community, she feels a sense of satisfaction for a job well done – and gratitude for having had the opportunity.
Madame Justice Freda Steel also notes that she was “surprised and humbled” to have been nominated to receive the medal which, she reports, was presented to her at Ben Carr’s office – along with some of the MP’s other nominees – on Monday, March 3. “I do not know who nominated me for the medal,” she says. “I just got a letter from Ben Carr’s office telling me I was a recipient of the medal and that the medal was for community service.“
As with Goldstine and Cogan, Steel has a long history of leadership in our Jewish community. She has been a board member and/or held leadership positions with the Federation, the Jewish Foundation of Manitoba, the Rady Centre, the Asper Jewish Community Campus and the Winnipeg Board of Jewish Education.
In her professional life, she has a Bachelor of Laws degree from the University of Manitoba and a Masters of Law from Harvard. For much of her career, she was a Professor of Law – first in Ottawa, then at her alma mater. She was appointed to the Manitoba Court of Queen’s Bench in 1995 and to the Court of Appeal in 2000. She stepped down from the court last year, but remains active as an arbitrator and mediator.
“My parents taught me that it was important to give back to your community and I have always tried to live up to the values that they inspired in all of us,” she says.
“I was honoured to be included along with so many accomplished individuals,” says Karen Dana, who was also one of Ben Carr’s nominees.
The daughter of Nate and Phyllis Dana was recognized for her lifelong contributions to the music scene in Winnipeg. A social worker by profession, Dana’s avocation has been folk music, primarily as a member of the organizing committee of the annual internationally-known Winnipeg Folk Festival. She began volunteering at the festival early on, serving for many years as backstage kitchen co-ordinator. As well, 30 years ago, she established an apprentice program for the festival, aimed at bringing in younger volunteers.
For veterinarian Dr. Jonas Watson, receiving the King Charles III Coronation Medal was “a tremendous honour”. he award, he notes, as presented to him in recognition for his leadership locally, nationally and internationally in animal health and welfare.
In a profile I wrote about Watson for this newspaper six years ago, the owner of Grant Park Animal Hospital in the rant Park Festival Centre on Taylor Avenue spoke about what he referred to as his philanthropic outreach was inspired, he recalled, by his participation in a spay-neuter clinic in the northern Saskatchewan community of Île-à-la-Crosse during his university studies where he saw first-hand the critical need for veterinary services in remote communities.
Among the initiatives he has led over the past few years are regular “0ne health” clinics up combining veterinarians and other healthcare professionals in neighbourhoods that have a disproportionately large number of vulnerably-housed or homeless people – providing vaccinations and deworming for their pets and dental care, flu shots and other services for the pet owners.
As well, he and his team regularly visit isolated parts of northern Manitoba and Nunavut to spay and neuter the dogs in these communities. And , farther afield, he has been recruited to provide his spay and neuter services to underserviced communities in Mexico and villages bordering national parks in the Indian Ocean island of Madagascar– to alleviate the dogs’ impact on endangered species – specifically lemurs,”
The graduate of the Hebrew bilingual program at Sir William Osler (now at Brock Corydon) elementary School points out that “an entire section of Jewish law- the concept of “tsa’ar ba’alei hayim”- prescribes that all animals be treated with compassion, and spared any suffering”.
”This notion has been the driving force behind everything I’ve done professionally over the last 25 years,” he says. “It is in fact the reason I pursued a career in veterinary medicine in the first place. And so, to be awarded this medal for what has been my life’s work is truly humbling. The fact that this work is being highlighted now is, I hope, a promising sign for the animals themselves.”
Among the most recent members of our community to have been awarded the Coronation medal is Dan Saidman, the Gwen Secter’s popular program director.
“I was really surprised,” says Saidman, who was presented with the award this past Saturday by Raquel Dancho, the Member of Parliament for Kildonan-St. Paul.
The honoree notes that he has been recognized for his work at the Gwen Sercter Centre over the past seven years. Previous to coming to the north Winnipeg seniors’ centre, he had served as director of BBYO for a time – followed by programming stints at the Waverley Retirement Home and the Heritage Lodge personal care home.
Saidman describes his time working at the Gwen Secter as the best job he has ever had. “It is a nice working environment and the staff and membership have been great,” he says.
A particularly notable honoree was the recently deceased Shawna (Shoshana) Forester Smith. I only learned about Smith – and her membership in our Jewish community when I was contacted by her husband, Brent, after my original report “Jewish Coronation medal recipients” was published int this paper in early January.
Some readers may be familiar with Smith’s name from the regular column she wrote for the Free Press in her role as an advocate for hospitalized patients like herself in long term care.
Shoshana and Brent became part of the Temple Shalom family about 15 years ago. “It was important to Shawna to explore her spirituality and find the right home and community for that aspect of her life and she found those things with Temple Shalom,” Brent recalls.
“I first met Shawna when I subbed for Rabbi Karen in the Intro to Judaism class at Temple Shalom in 2011,” he says. Longtime Temple Shalom president Ruth Livinston recalled standing beside Smith’s bedside at the Deer Lodge Hospital on the occasion of Smith receiving the Coronation medal . “We had a good connection right from the start. Besides attending services, Shawna came to study watercolour and the read Hebrew program with me, she painted a couple of kippahs and even came to a challah baking class. I had the honour of sitting on her Beit Din and helped her prepare for her Bat Mitzvah. She was a member of Temple Shalom’s Board of Trustees and managed our social media presence.
“When she decided to live at Riverview, she changed our weekly visits to include a watercolour class which she shared with her ward…that went on until Covid. We continued to meet weekly after Covid, including after her move here, to Deer Lodge. I treasure my visits with her – she had become family to me.”
In accepting the medal, Smith recounted her career in management for the Winnipeg Regional Health Authority until she became ill in her late 20s and had to go on permanent disability. Once she became a chronic care patient in the care of the health system, she used her public relations and healthcare background to advocate on behalf of patients with some success in bringing about positive change.
Sadly, Shoshana Smith passed away just about a month after receiving her Coronation medal. “Shawna is the bravest person I have ever met,” Livingston says. “In spite of ever increasing disability and agonizing pain, she made the decision to live to the best of her ability, to keep fighting for what she needs as well as for others.
“For one little woman with so many challenges, Shawna made an enormous and important impact on our community and beyond. I am thankful and delighted that she was honoured with the King Charles Coronation medal for her work in advocacy.”
Local News
Shalom Residences’ Executive Director Mike Goldberg looks back on 3 years in the job
By BERNIE BELLAN Three years ago – almost to the date (March 30), I reported on the retirement of of one of the longest-serving executive directors of an agency within the Jewish community: Nancy Hughes.
Nancy had been serving as executive director of Shalom Residences since 1991. The very first Shalom Residence opened in 1980, which means Shalom Residences will be celebrating its 45th anniversary this year.
Among the 12 agencies that receive funding from the Winnipeg Jewish Federation, Shalom Residences though might have one of the lowest profiles, as it serves a fairly small segment of the community – adults with special needs intellectual disabilities. As previous editor of The Jewish Post & News and, prior to that, when my late brother Matt served as editor, we always tried to give Shalom Residences due recognition. One of the reasons, as current Shalom Residences executive director Michael Goldberg explained during a recent phone conversation we had, is that there are members of our community who may not be aware of what Shalom Residences provide – and who may have children who would benefit from living in one of the residences once they reach adulthood.
It may be hard to believe, but two of the original residents in that very first Shalom Residence (on Enniskillen Avenue) still remain residents of Shalom Residences. (There are five other homes that house Shalom residents: On Hartford Avenue and Seven Oaks Place – both in West Kildonan, McAdamCathedral Avenue – in the North End, Daffodil – in Garden City; and Oxford Street, in River Heights.)
The smallest home has three residents and the largest one – five.
Twenty-nine adults live in those homes, while another nine live in supported independent living apartments, and three adults are supported in community outreach.
When Nancy Hughes retired in 2022, the effects of the Covid-19 epidemic were still being widely felt. In fact, there were two vacancies within Shalom Residences at that time, as I explained in my March 30 article: “Nancy explained, with the onset of Covid in 2020 a number of parents who might otherwise have wanted to place a child in one of the homes drew back from doing so out of fears that their loved one might contract Covid.”
Actually, the term “child” in referring to residents of Shalom Residences is a misnomer. In order to qualify for residency in one of the residences, one must be at least 18 years of age, but the fact is there has been very little turnover among residents over the years. One of the original Shalom residents, Rochelle Bronstein, just passed away in July last year. Rochelle had moved into a Shalom residence when she was in her twenties. According to Shalom Residences’ annual report, the average age of residents is now 54.
For those readers not familiar with Shalom Residences, its Mission and Vision are stated on the organization’s website:
“To support people with intellectual disabilities in the mainstream of community life so that they may conduct their lives in a meaningful dignified way.To empower adults with intellectual disabilities to live meaningful, dignified lives in community based homes in Winnipeg, enriched by Jewish values.
“Shalom envisions a community where individuals with intellectual disabilities are fully included, self-actualized, and valued in all aspects of life.
“Their values are:
“Inclusion: Shalom believes in the right of every individual to have opportunities to be an active, respected member of their community.
“Empowerment: Shalom supports adults in building capacity to achieve their individualized goals.
“Jewish Heritage: Shalom is committed to providing support that reflects the values and traditions of the Jewish community. They also support individuals to participate in the richness of their chosen religion and culture.
“Awareness & Acceptance: Shalom strives to foster understanding and acceptance of individuals with intellectual disabilities as valued members of the community.
“To enable people with intellectual disabilities to become as self-sufficient as possible.
“To create and maintain Judaic oriented programs for people with intellectual disabilities which reflect the philosophy of Shalom Residences Inc.
“To develop community awareness of, and increase community acceptance of, people with intellectual disabilities as full and equal citizens.
“To enable the persons in Shalom Residences’ programs to achieve their potential as contributing members of our community, and to become as self sufficient as possible.”
In 2022 Michael Goldberg took over as executive director of Shalom Residences. In my March 2022 article about Nancy Hughes’ retirement I noted that Michael was the son of Mark and Kathryn Goldberg, had attended Ramah Hebrew School, Gray Academy, and the University of Winnipeg Collegiate. Michael had also attended Winthrop University in South Carolina, where he had obtained a bachelors degree in Psychology. (He noted that he had actually gone to university on a golf scholarship!)
Later, Michael said, he obtained his masters degree in Gerontology in Regina.
Since 2015, he had been working at Palliative Manitoba in the Deer Lodge Centre Palliative Care.
Even before coming to Shalom Residences, Michael says that he had developed a familiarity with the program, as he “was able to facilitate courses in compassionate care for Shalom Residences staff members.”
Recently, I had a chance to talk with Michael Goldberg – to ask him now that he’s had to gain some experience, how he’s found working as executive director of Shalom Residences?
Michael echoed Nancy’s observation that, as residents of Shalom residences have aged, dealing with aging residents has led to different challenges.
“We want to make sure they’re aging with dignity,” he said, “and that they’re comfortable.”
As well, Michael noted that with the closure of the Manitoba Developmental Centre in Portage and the St. Amant Centre in Winnipeg, the goal now, more than ever, is ” to integrate people (who had previously been institutionalized) “into the community” – something which has been a leading purpose of Shalom Residences since its inception.
I asked Michael how someone who has a child with an intellectual disability and that child is approaching adulthood (or is already an adult) would go through the process of having that child placed in a Shalom Residence?
Michael explained that a parent with a child under 18 who has an intellectual disability has most likely already been in touch with the Department of Families in the provincial government “because they receive funding” from that department “to support their family member.”
“So that’s the first step to make sure you’re eligible to receive funding from Community Living Disability Services, ” he said, “and once people are deemed eligible, and that process involved getting documentation from a physician or psychologist insuring that intellectual impairment was perceived prior to the age of 18, then they can gain access to resources from Shalom Residences if they’re over the age of 18. We have to make sure that they require personal care when it comes to basic needs, management of property, also they have to be Canadian citizens.”
According to its annual report, only 55% of Shalom Residents are Jewish. (Yet, just as the Simkin Centre has a very high proportion of non-Jewish residents, adherence to kashrut is considered a fundamental value of Shalom Residences. I’ll offer no further observations on how important it is for non-Jews to be forced into adhering to the rules of kashrut since I don’t want to elicit another angry letter to the editor of this paper from the Winnipeg Council of Rabbis.) The funding allocated to Shalom Residences from the Jewish Federation, by the way goes to subvent the often extraordinarily high cost of kosher food.
In fact, over 90% of Shalom Residences funding comes from the province. A good chunk of that funding goes to pay the salaries of the 83 staff who work for Shalom Residences, including both part-time and full-time staff.
One of the issues I raised with Michael is the problem raised by the aging of our own Jewish community. As parents of children who have intellectual disabilities may find it increasingly difficult to care for those children – who are now adults – within their own homes, Shalom Residences might be a viable alternative for parents who, until now, would have been reluctant to see their children leave the home.
I wondered whether there is a “wait list” then, of individuals waiting to move into a Shalom residence. I was somewhat surprised to hear from Michael that there is not a wait list.
Again – that might be more of a reflection of a general unawareness of Shalom Residences than anything else because, since Shalom Residences began with only 17 residents in 1984 and has remained constant at roughly 30 residents for several years now – what with the Jewish Federation claiming that our Jewish population has grown hugely in that past 20 years (despite census figures that would show that not to be the case), one would have expected a growth in demand for placements in Shalom Residences, commensurate with that “huge” growth in our Jewish population. (The Federation actually cites the figure of 16,000 in reporting the size of Winnipeg’s Jewish population. The 2020 Canadian census has it at no more than 12,500, but who am I to argue with the Jewish Federation when it comes to embellishing population figures?)
I wondered too whether there were Shalom residents who didn’t have any relatives who had provided care for them – perhaps because those relatives were in need of care themselves or had passed on already – and those Shalom residents were the responsibility of the Public Trustee of Manitoba?
Michael answered that not only is that the case in several instances, it has also been the case that living relatives have considered handinged over responsibility for the care of their children to the Public Trustee because they simply wanted to “relinquish” responsibility for care of a child with intellectual disabilities.
I asked whether there had been any major improvements made to any of the Shalom Homes recently? Michael noted that there had been a major renovation of the kitchen in the McAdam Avenue home – thanks to a donation from the Silver family. (In October 2022 I had reported on another addition to that home when, thanks to a donation from form the Ian and Rochelle Laing Family Foundation, the unfinished basement of that home had been transformed into a beautiful recreation centre, complete with an arts and craft table, exercise equipment, new flooring, a sink, and a chairlift.)
That led me to ask Michael whether perhaps newer members of our community who might have children who would be well served by living in a Shalom Residence are totally oblivious of what Shalom Residences have to offer?
Michael said that, “in fact, we’ve just welcomed a new resident” whose family is from Russia.
“We got in touch with them. There was a vacancy in one of our homes and he actually just moved in.”
Partly in reaction to the unawareness though that exists within many members of our Jewish community about Shalom Residences, Shalom Residences will be “doing a community outreach information night program on Wednesday, April 9, at the Asper Campus in the Kroft Boardroom at 7pm,” Michael said.
Shalom Residences used to hold an annual lottery as well – but it no longer does that. There will be a donor appreciation evening though on May 27 at the Adas-Yeshurun Herzlia Synagogue.