Financials and Reports
We are proud of our long history of efficient operations and superb financial management over more than 40 years working with donors from the Jewish community.
Our Care and Commitment
Because JCF is committed to long-term investment stewardship, we carefully invest donors’ contributions to increase what is available for support of worthy Jewish and secular causes. Our goal is to ensure that endowment funds always remain meaningful and relevant through wise investing.
For instance, if you create a $100,000 endowment fund at JCF, and it grants 5% annually, that $5,000 will be a meaningful contribution to the cause you support. But 50 years from now, the same $5,000 won’t buy nearly as much. Through prudent investment, JCF ensures that your fund will grow over time, so a 5% annual grant distribution grows, as well, and your favorite causes continue to receive meaningful financial support.
A Well-Diversified Portfolio
The Jewish Community Foundation investment committee manages the JCF portfolio. The committee employs independent expert advisors who assist in developing the Foundation’s overall investment philosophy and guidelines. The advisors also recommend various fund managers to handle the day-to-day management of the Foundation’s portfolio.
The Jewish Community Foundation’s pooled assets are well diversified and allocated among equities, fixed income, and alternative investments. Among the International Equities, beginning in May 2015, the Jewish Community Foundation has made it a specific priority to target high-performing investment funds that support the Israeli economy, by including companies that are based in Israel, have major operations in Israel, or are engaged in substantial trade with Israel. In this way, JCF can utilize its assets to support our brothers and sisters in Israel on a daily basis, and not just through the grantmaking process. Investing in Israel is a reflection of our values, and a tangible response to the pressure being brought on non-Jewish endowments to divest from Israeli investments.
Asset Class with Target Percent
Fixed Income 35%
Alternative Investments 10%
International Equities 10%
Domestic Equities 45%
(Large Capitalization Growth 17.5%)
(Large Capitalization Value 17.5%)
(Small/Mid Capitalization Growth 5%)
(Small/Mid Capitalization Value 5%)
Our Annual Report
For an overview and recap of our yearly goals, activities, and accomplishments, please download our Annual Report.