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Generations: The JFCS Permanent Endowment Fund Update 2011/2012

Page 1

JFCS BOARD OF DIRECTORS

Ask Our Experts

Providing for Frail Elderly

I would really like to set up an endowed named fund at JFCS that will live beyond my lifetime, but I don’t have the resources to make the gift right now. What can I do?

Continued from front page

Other JFCS supporters have provided for creation of an endowed named fund through a bequest. In your will or living trust, you can specify the amount of the bequest and its designation to support the JFCS program dearest to your heart. Don’t forget to name the fund in the way that is most meaningful to you. If you let us know of your bequest intention, we will be pleased to include you as a member of the JFCS Heritage Circle. n

Carob Tree Society Matching Gift Extended Through December 31, 2011 Through December 31, your commitment of $10,000 or more to a new or existing endowed named fund will earn you an upfront matching gift of $3,600. This special Carob Tree Society matching gift ends with the conclusion of JFCS’ 160th Anniversary Celebration. For more information about the Carob Tree Society, please contact Barbara Farber at 415-449-3858 (or BarbaraF@ jfcs.org).

JOSEPH AND NORMA SATTEN ENDOWMENT FUND

cited far and wide—perhaps most famously in Truman Capote’s In Cold Blood. Norma, who died last year at 87, was among the few women to earn a master’s degree in city planning from the Massachusetts Institute of Technology in the 1940s. She went on to establish the first city planning department in Topeka, Kansas, and later became Kansas’s first director of health planning. Later, in San Francisco, she was in the forefront of AIDS care, helping to found the first residential hospice for people with AIDS and cancer and serving as director of support services for San Francisco Home Health and Hospice. As professionally accomplished as they were, both Joe and Norma were also known as great philanthropists. Joe and Norma held volunteer leadership roles in many nonprofit organizations over the years. Among their primary interests was JFCS, where Norma served on the board of directors and many committees. Along with others, Norma helped establish Rhoda Goldman Plaza (RGP), the assisted living community on Post Street in San Francisco where she served on its board of directors and Joe now resides.

Creating a Lasting Legacy

JFCS provided the perfect outlet through which Joe and Norma could demonstrate the values they hold dear, says longtime friend Dr. Judy Wallerstein, the noted psychologist and author. Those values—caring for seniors, the Jewish community, and the community as a whole—were given full expression at JFCS. Norma also appreciated the agency, suggests Judy, because she “had a remarkable sense of reality and was eminently practical.” The Sattens liked JFCS’ pragmatic, effective approaches that have allowed countless community members to get help when they most need it. “Norma had the guts and the selfesteem to be guided by the principle that you can do no end of good as long as you don’t care who gets the credit,” says Judy. “When tragedy struck, she was the first one there, and long after others tired of their efforts, she stayed to help.” After Norma’s death, Joe refocused their named fund on services for the frail and elderly to further honor Norma’s memory and the legacy of her work. n Joseph and Norma (z’l) Satten

PRESIDENT Nancy Goldberg

OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES

VICE PRESIDENTS Paul Crane Dorfman Michael J. Kaplan Susan Kolb TREASURER Mark S. Menell SECRETARY Claire M. Solot

DIRECTORS Joseph Alouf Ian H. Altman Suzy Colvin Tammy Crown Don Friend Lynn Ganz Marsha W. Jacobs, MFT Michael Janis Ronald N. Kahn Scott C. Kay Sharon L. Litsky Alexander S. Lushtak Jan Maisel, MD Galina Miloslavsky Karen Pell Lela Sarnat, PhD Zoe Schwartz James Shapiro Candice Stark Ronna Stone Stephen Swire Ingrid D. Tauber, PhD Luba Troyanovsky Douglas A. Winthrop

NEWS ABOUT THE JFCS PERMANENT ENDOWMENT FUND

The Sattens Provide for Frail Elderly with Named Fund

Marking a Bat Mitzvah Ask Our Experts Jacobs’s Named Funds Support Students and Sonoma County Residents

ENDOWMENT COMMITTEE CHAIR Paul Crane Dorfman

JFCS PERMANENT ENDOWMENT FUND Ellen McCaslin, Director Barbara Farber, Director of Legacy Giving DESIGN SF Art Department

www.jfcs.org

The Sattens Provide for Frail Elderly with Named Fund Honoring a Centenarian

EXECUTIVE DIRECTOR Dr. Anita Friedman

Carole Breen Harry Cohn Nancy Epstein Cindy Gilman Redburn Nancy Goldberg Judy Huret Michael J. Kaplan Jesse Levy Siesel Maibach Daryl Messinger Dr. Raquel Newman Joyce Rifkind Alison Ross Lela Sarnat, PhD Harvey Schloss Stephen J. Schwartz Vera Stein Bonnie Tenenbaum, PhD Luba Troyanovsky Bernard Werth

WINTER 2011 / 2012

The JFCS Carob Tree Society’s Named Continuity Funds

FOR ITS NAMESAKES, THE JOSEPH AND NORMA SATTEN ENDOWMENT FUND PROVIDES FOR “A NEGLECTED GROUP IN NEED OF ATTENTION”—THE FRAIL AND ELDERLY AMONG US. For JFCS, their fund reflects the generosity and selflessness the Sattens demonstrated throughout their lives. As executive director Anita Friedman notes: “The Sattens were highly successful in their professional lives, and worked quietly behind the scenes as well.” Dr. Joseph Satten, now 90, was a preeminent Menninger Clinic-trained forensic psychiatrist who contributed to society’s understanding of the criminal mind during his career. His work is Continued on back cover


N E W S

A B O U T

T H E

J F C S

P E R M A N E N T

E N D O W M E N T

F U N D

Celebrating Life’s Momentous Occasions with New JFCS Named Funds BARLOW FAMILY FUND

DORIS BLUM ENDOWMENT FUND FOR HOLOCAUST EDUCATION

Honoring a Centenarian

Marking a Bat Mitzvah

Holocaust survivor Gloria Lyon offers eyewitness testimony to students at the JFCS Day of Learning in San Francisco.

DORIS BLUM DOESN’T KNOW WHY EVERYONE’S FUSSING OVER HER 100TH BIRTHDAY. “I’m not interested in breaking records. I’m an ordinary American.” But when Doris became a centenarian in November, her family and friends—inspired by her many years of extraordinary philanthropy and civic participation—established the Doris Blum Endowment Fund for Holocaust Education at JFCS. It is a fitting tribute to a matriarch who says, “I’m interested in what’s right with the world—not what’s wrong with it.” While Doris did not witness the Holocaust firsthand—she has lived her entire life in San Francisco—she recalls its devastation and the toll it took on the Jewish community. That’s why helping the Jewish community has always been so important to her. The new named fund will support JFCS’ educational programs that help spread tolerance and understanding of others to future generations.

An Open Door

Doris’s civic involvement and philanthropy date back to her young adulthood. In the 1930s, she helped found Theta Delta Xi, a Jewish women’s group that has supported worthy Jewish organizations here and abroad. Among the beneficiaries of Theta Delta Xi’s generosity has been JFCS’ Dream House, which provides residential and supportive services to women and children who are survivors of domestic violence. Doris was also the president of the board at Mount Zion Hospital in the 1960s and a member of its women’s auxiliary for many years. And for decades, she has been a friend to JFCS, whose programs and leadership she has long admired. After more than 70 years of giving back, Doris shies away from attention, dismissing any notion that she has done anything special. But she can’t help being generous with her time, resources, and spirit. Reflecting on the large seders she used to host, she says, “There is always an open door for one, two, or 10 more.” n Doris Blum

“I’m interested in what’s right with the world—not what’s wrong with it.”

FOURTEEN-YEAR-OLD HANNAH BARLOW IS ON A MISSION TO MAKE THE WORLD A MORE CARING PLACE AND TO INSPIRE OTHERS TO JOIN HER CAUSE. When Hannah, a freshman at Marin Academy, celebrated her Bat Mitzvah last year, she asked that friends and family contribute to JFCS in lieu of personal presents. Their donations, along with a generous gift from Hannah and her parents, led to the creation of the Barlow Family Fund. The endowed fund will help people with urgent needs: making sure that a Holocaust survivor has enough to eat, an unemployed person avoids eviction, or a family in crisis receives counseling, for example. Hannah’s zeal for helping others was ignited by her participation in JFCS’ YouthFirst programs, which teach preteens and teens about the necessity and joy of service to the community. She and her peers served meals to the homeless, enjoyed recreational activities with young adults with developmental disabilities, and cheered the frail and infirm. “This was really good work,” Hannah says. “If everyone did it, the world would be a better place.”

Responsibility for Others -Doris Blum

That sentiment is shared by her parents, who have instilled in Hannah and her older sister, Rachel, a strong sense of civic responsibility. “We taught our children that they have to be conscious of what they have and to

LEFT: Hannah Barlow and her mother, Rose. ABOVE: Feeding the hungry is one of the ways the Barlow Fund may be used to support the family’s intentions.

look outside of themselves,” says their mother, Rose Barlow. “While we can’t solve all of the world’s problems, we are obliged to do what we can.” Even during their elementary school years, the Barlows encouraged their daughters to give to others. “We wanted to get away from the habit of getting more stuff. They are kids who already

have enough,” Rose says. So the girls asked for donations to be made, in lieu of gifts, to organizations they cared about on their birthdays. Splitting her allowance among donations, savings, and spending is the norm for Hannah and now, in addition to contributing herself, Hannah has been successfully asking her friends to join her in philanthropic endeavors. The gift of giving keeps giving. n


Generations T H E J F C S E N D O W M E N T F U N D

Generations

Supporting Students and Sonoma County Residents

Jacobs’s Named Funds Support Students and Sonoma County Residents

Continued from front

FAMILY

Carob Tree Society is a great idea,” Marsha says, “and we want to support all the good work JFCS does. We also think it’s important to pass along to our children and grandchildren the tradition of giving.” While the Family Fund for Sonoma County Services helps sustain programs for JFCS clients in that county, the Scholarship Fund assists those students aspiring to careers in health-related fields. “There are many young people worried about paying for college,” says Marsha, explaining her and Don’s decision to earmark the fund for education.

SCHOLARSHIP

A Family Tradition of Tzedakah

MARSHA AND DON JACOBS

FUND and MARSHA AND DONALD JACOBS FAMILY FUND FOR SONOMA COUNTY SERVICES

Marsha and Don Jacobs

Their focus on health care stems from their professional interests. A former special education teacher who became a licensed marriage and family therapist, Marsha sees a greater need for professionals who can help people with personal and emotional challenges, such as posttraumatic stress syndrome. “Since 9/11, there has been more stress,” says Marsha, who has spent time as a volunteer therapist, working with military families on bases in Alaska and Colorado. Civic involvement and tzedakah are longstanding Jacobs family traditions. Marsha’s late father was the president of Congregation Beth Am in Los Angeles, where Marsha grew up. He was also active in Israel bonds. Don’s family came to San Francisco many generations ago. They were active members of Congregation Emanu-El for many years. Don’s mother helped organize and operate a thrift store run by the National Council of Jewish Women. The couple’s Jewish involvement extends to Congregation Shomrei Torah in Santa Rosa, where Marsha has served on various committees, but it is JFCS that remains among their dearest concerns. “JFCS is the broadest-based social service organization in the Bay Area,” says Marsha, “and it has a long history of addressing the community’s needs as they happen. As the world has changed, JFCS has changed with it.” n

MARSHA AND DON JACOBS ENJOY A PEACEFUL LIFE IN A RURAL PART OF SONOMA COUNTY. They harvest every vegetable under the sun—“from artichokes to zucchinis,” Don says—plus grapes for white wines. But living in the country doesn’t mean they are cut off from community. Don and Marsha are vitally interested in the well-being of others—their children and grandchildren, as well as the many people in Sonoma County and beyond struggling to put food on their tables, pay their rent, and improve their lives through education. Their caring has led them to establish two named funds at JFCS, where Marsha serves on the board of directors: the Marsha and Don Jacobs Family Scholarship Fund and the Marsha and Donald Jacobs Family Fund for Sonoma County Services. “We set up the funds because JFCS is a great organization with very smart people making sure our investments are well-handled,” says Marsha. The impetus behind the Family Fund for Sonoma County Services was JFCS’ Carob Tree Society program, through which every gift of $10,000 is matched with an additional gift of $3,600. “The Continued on insert back


Generations

The JFCS Carob Tree Society’s Named Continuity Funds Lorna Altshuler Endowment Fund Alvin H. Baum Jr. Endowment Fund Ann & Irwin Bear Endowment Fund Allan Berenstein Endowment Fund for Seniors Jean-Helios Bermingham & Sherman Winthrop Family Fund Bernstein Family Endowment Fund Doris Blinks & Dorothy Shapiro Fund Beverly Shirlee Zimmerman Bock Fund for Girls and Women at Risk Sam Budovsky Memorial Scholarship Fund Circle of Life Endowment Fund Clarence & Suzanne Claugus Family Fund William K. Coblentz Memorial Endowment Fund Ruth Cohen Memorial Endowment Fund Gary, Holly & Erica Cohn Endowment Fund Valerie & Paul Crane Dorfman Endowment Fund

The Damensztein Family Fund Don Dorsey Family Fund Ellyn, Howard, and Laura’s Food Services Fund Barbara & Jeffrey Farber Family Fund Martin Fleishman Endowment Fund Joseph & Rita Friedman Family Fund Phyllis Friedman Endowment Fund for Children and Families Janie & Don Friend Family Fund Michelle & Robert Friend Family Fund Lynn & Claude Ganz Family Fund Sarah Lee & Richard Gilman Memorial Fund for Parents Place Jeri & Fred Goldberg Endowment Fund

Nancy Goldberg Changing Laws, Changing Lives Endowment Fund David & Marie Goldstein Fund for At-Risk Children Frances & William Green Endowment Fund for Seniors Grunfeld Family Fund for Children’s Services Henken/Kamph Family Fund Marian Huret Fund to Help Young Women Start Their Careers Marsha & Donald Jacobs Family Fund The JIMMY Fund Ronald N. Kahn & Julia T. Rowe Endowment Fund Kaminer Family Fund Elaine & Michael Kaplan Family Endowment Fund

Karen Katz Endowment Fund Margaret Kaufman Family Fund Kay Family Endowment Fund Vera & Leo Kiachko Memorial Fund for Seniors Felix Kolb, M.D. Medical Assistance Fund Muriel Lerner Leff Fund Let Them Eat Bread Fund Fred M. & Nancy Livingston Levin Fund for Adults with Disabilities Lucille & Henry Libicki Endowment Fund Sid & Gerry Lipton Family Fund Sharon L. Litsky & John F. Sampson Fund for At-Risk Youth Eric & Greta Livingston Family Fund Anna & Alexander S. Lushtak Family Fund Maibach Family Fund for At-Risk Youth Maisel Currens Family Fund Mendel Family Fund Stephanie & John Mendel Fund No One Can Ever Steal Your Rainbow Fund John & Barbara Osterweis Family Fund Joseph & Eda Pell Fund for Children at Risk

Robert & Jeanette Pickard Memorial Rental Assistance Fund Purple Lady Fund Varda & Irving Rabin Family Fund F.W.C. Rivka Peninsula Seniors Fund Robbins Family Endowment Fund Alex & Gertrude Roberts Endowment Fund Gerald Rosenstein Endowment Fund Auntie Irene Hannah Rubens Girls Can Be Anything Fund Helen Rubin Memorial Fund Joseph & Norma Satten Endowment Fund Dorothy R. Saxe Fund for Children and Families Schloss Family Endowment Fund The Schwarzbach Family Fund Richard Segal & Dorothy Connelly Endowment Fund Sheri & Paul Siegel Family Fund Lana Berke Silverman Endowment Fund for Special Needs Audrey & Robert Sockolov Family Fund Ida & Leo Sonkin Fund Aaron Spector Take Me Out to the Ballgame Fund

Candice & Richard Stark Endowment Fund Steier Family Fund Vera & Harold Stein Jr. Endowment Fund Ronna Stone/Tim Smith Family Fund Sucherman-Horn Endowment Fund Susser Family Fund for Children Esther Sweeny Memorial Fund Bonnie Tenenbaum Fund for Youth Development Idell & Otto Weiss Family Youth Community Service Fund Vera B. & Lonnie Weiss Fund for LGBT Children and Youth Dr. Steven Wiesner Endowment Fund William & Joseph Fund Harry & Florence Wornick Endowment Fund Diane & Howard Zack Family Fund for Children at Risk Zahler-Wachs Family Fund


Generations T H E J F C S E N D O W M E N T F U N D

Generations

Supporting Students and Sonoma County Residents

Jacobs’s Named Funds Support Students and Sonoma County Residents

Continued from front

FAMILY

Carob Tree Society is a great idea,” Marsha says, “and we want to support all the good work JFCS does. We also think it’s important to pass along to our children and grandchildren the tradition of giving.” While the Family Fund for Sonoma County Services helps sustain programs for JFCS clients in that county, the Scholarship Fund assists those students aspiring to careers in health-related fields. “There are many young people worried about paying for college,” says Marsha, explaining her and Don’s decision to earmark the fund for education.

SCHOLARSHIP

A Family Tradition of Tzedakah

MARSHA AND DON JACOBS

FUND and MARSHA AND DONALD JACOBS FAMILY FUND FOR SONOMA COUNTY SERVICES

Marsha and Don Jacobs

Their focus on health care stems from their professional interests. A former special education teacher who became a licensed marriage and family therapist, Marsha sees a greater need for professionals who can help people with personal and emotional challenges, such as posttraumatic stress syndrome. “Since 9/11, there has been more stress,” says Marsha, who has spent time as a volunteer therapist, working with military families on bases in Alaska and Colorado. Civic involvement and tzedakah are longstanding Jacobs family traditions. Marsha’s late father was the president of Congregation Beth Am in Los Angeles, where Marsha grew up. He was also active in Israel bonds. Don’s family came to San Francisco many generations ago. They were active members of Congregation Emanu-El for many years. Don’s mother helped organize and operate a thrift store run by the National Council of Jewish Women. The couple’s Jewish involvement extends to Congregation Shomrei Torah in Santa Rosa, where Marsha has served on various committees, but it is JFCS that remains among their dearest concerns. “JFCS is the broadest-based social service organization in the Bay Area,” says Marsha, “and it has a long history of addressing the community’s needs as they happen. As the world has changed, JFCS has changed with it.” n

MARSHA AND DON JACOBS ENJOY A PEACEFUL LIFE IN A RURAL PART OF SONOMA COUNTY. They harvest every vegetable under the sun—“from artichokes to zucchinis,” Don says—plus grapes for white wines. But living in the country doesn’t mean they are cut off from community. Don and Marsha are vitally interested in the well-being of others—their children and grandchildren, as well as the many people in Sonoma County and beyond struggling to put food on their tables, pay their rent, and improve their lives through education. Their caring has led them to establish two named funds at JFCS, where Marsha serves on the board of directors: the Marsha and Don Jacobs Family Scholarship Fund and the Marsha and Donald Jacobs Family Fund for Sonoma County Services. “We set up the funds because JFCS is a great organization with very smart people making sure our investments are well-handled,” says Marsha. The impetus behind the Family Fund for Sonoma County Services was JFCS’ Carob Tree Society program, through which every gift of $10,000 is matched with an additional gift of $3,600. “The Continued on insert back


JFCS BOARD OF DIRECTORS

Ask Our Experts

Providing for Frail Elderly

I would really like to set up an endowed named fund at JFCS that will live beyond my lifetime, but I don’t have the resources to make the gift right now. What can I do?

Continued from front page

Other JFCS supporters have provided for creation of an endowed named fund through a bequest. In your will or living trust, you can specify the amount of the bequest and its designation to support the JFCS program dearest to your heart. Don’t forget to name the fund in the way that is most meaningful to you. If you let us know of your bequest intention, we will be pleased to include you as a member of the JFCS Heritage Circle. n

Carob Tree Society Matching Gift Extended Through December 31, 2011 Through December 31, your commitment of $10,000 or more to a new or existing endowed named fund will earn you an upfront matching gift of $3,600. This special Carob Tree Society matching gift ends with the conclusion of JFCS’ 160th Anniversary Celebration. For more information about the Carob Tree Society, please contact Barbara Farber at 415-449-3858 (or BarbaraF@ jfcs.org).

JOSEPH AND NORMA SATTEN ENDOWMENT FUND

cited far and wide—perhaps most famously in Truman Capote’s In Cold Blood. Norma, who died last year at 87, was among the few women to earn a master’s degree in city planning from the Massachusetts Institute of Technology in the 1940s. She went on to establish the first city planning department in Topeka, Kansas, and later became Kansas’s first director of health planning. Later, in San Francisco, she was in the forefront of AIDS care, helping to found the first residential hospice for people with AIDS and cancer and serving as director of support services for San Francisco Home Health and Hospice. As professionally accomplished as they were, both Joe and Norma were also known as great philanthropists. Joe and Norma held volunteer leadership roles in many nonprofit organizations over the years. Among their primary interests was JFCS, where Norma served on the board of directors and many committees. Along with others, Norma helped establish Rhoda Goldman Plaza (RGP), the assisted living community on Post Street in San Francisco where she served on its board of directors and Joe now resides.

Creating a Lasting Legacy

JFCS provided the perfect outlet through which Joe and Norma could demonstrate the values they hold dear, says longtime friend Dr. Judy Wallerstein, the noted psychologist and author. Those values—caring for seniors, the Jewish community, and the community as a whole—were given full expression at JFCS. Norma also appreciated the agency, suggests Judy, because she “had a remarkable sense of reality and was eminently practical.” The Sattens liked JFCS’ pragmatic, effective approaches that have allowed countless community members to get help when they most need it. “Norma had the guts and the selfesteem to be guided by the principle that you can do no end of good as long as you don’t care who gets the credit,” says Judy. “When tragedy struck, she was the first one there, and long after others tired of their efforts, she stayed to help.” After Norma’s death, Joe refocused their named fund on services for the frail and elderly to further honor Norma’s memory and the legacy of her work. n Joseph and Norma (z’l) Satten

PRESIDENT Nancy Goldberg

OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES

VICE PRESIDENTS Paul Crane Dorfman Michael J. Kaplan Susan Kolb TREASURER Mark S. Menell SECRETARY Claire M. Solot

DIRECTORS Joseph Alouf Ian H. Altman Suzy Colvin Tammy Crown Don Friend Lynn Ganz Marsha W. Jacobs, MFT Michael Janis Ronald N. Kahn Scott C. Kay Sharon L. Litsky Alexander S. Lushtak Jan Maisel, MD Galina Miloslavsky Karen Pell Lela Sarnat, PhD Zoe Schwartz James Shapiro Candice Stark Ronna Stone Stephen Swire Ingrid D. Tauber, PhD Luba Troyanovsky Douglas A. Winthrop

NEWS ABOUT THE JFCS PERMANENT ENDOWMENT FUND

The Sattens Provide for Frail Elderly with Named Fund

Marking a Bat Mitzvah Ask Our Experts Jacobs’s Named Funds Support Students and Sonoma County Residents

ENDOWMENT COMMITTEE CHAIR Paul Crane Dorfman

JFCS PERMANENT ENDOWMENT FUND Ellen McCaslin, Director Barbara Farber, Director of Legacy Giving DESIGN SF Art Department

www.jfcs.org

The Sattens Provide for Frail Elderly with Named Fund Honoring a Centenarian

EXECUTIVE DIRECTOR Dr. Anita Friedman

Carole Breen Harry Cohn Nancy Epstein Cindy Gilman Redburn Nancy Goldberg Judy Huret Michael J. Kaplan Jesse Levy Siesel Maibach Daryl Messinger Dr. Raquel Newman Joyce Rifkind Alison Ross Lela Sarnat, PhD Harvey Schloss Stephen J. Schwartz Vera Stein Bonnie Tenenbaum, PhD Luba Troyanovsky Bernard Werth

WINTER 2011 / 2012

The JFCS Carob Tree Society’s Named Continuity Funds

FOR ITS NAMESAKES, THE JOSEPH AND NORMA SATTEN ENDOWMENT FUND PROVIDES FOR “A NEGLECTED GROUP IN NEED OF ATTENTION”—THE FRAIL AND ELDERLY AMONG US. For JFCS, their fund reflects the generosity and selflessness the Sattens demonstrated throughout their lives. As executive director Anita Friedman notes: “The Sattens were highly successful in their professional lives, and worked quietly behind the scenes as well.” Dr. Joseph Satten, now 90, was a preeminent Menninger Clinic-trained forensic psychiatrist who contributed to society’s understanding of the criminal mind during his career. His work is Continued on back cover


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