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Foundation Financials and Investments


Fiscal year ending June 30: 2009 2010 2011
Assets $97.9 million $75.9 million $112.2 million*
Contributions $4.2 million $8.0 million $11.4 million*
Grants $6.6 million
(756 grants)		 $6.9 million
(956 grants)		 $6.5 million**
(887 grants)

* As of 4/30/2010
** As of 6/17/2011


Investments
Foundation funds are invested in a diversified balanced portfolio. We are committed to a multi-tiered oversight structure for investment management. Our portfolio is professionally managed. We have an Investment Monitoring Committee composed of both Foundation Directors and community members who, collectively, have a solid knowledge of the broad spectrum of investment management and who are keenly cognizant of their fiduciary responsibility in relation to thoughtfully contributed community dollars. We also retain outside consulting services that specialize in the review of investment structure and portfolio performance for non-profit organizations.

Investment Performance (as of March 31, 2011):
Last Year Last 3
Years		 Last 5
Years		 Last 7
Years		 Last 10
Years
The Jewish Community Foundation 13.4% 4.2% 4.3% 6.2% 6.9%
Policy index* 12.2% 2.5% 3.4% 4.7% 4.5%
S&P 500 15.6% 2.4% 2.6% 4.5%

* Policy index: 50% S&P 500/ 25% EAFE (Net)/25% Barclays Aggregate