Financial Information

(Fiscal year ending December 31, 2013)

Current Assets
$97,912,109
123 funds

Contributions
$9.0 million gifts received

Grants and Distributions
$2.8 million in grant awards

Operating Expense
For the 2013 fiscal year, operating expenses of $464,616 were less than 1% of total assets.

Investment Return (for a typical endowment, net of fees)

January 1, 2013 - December 31, 2013  15.7%
January 1, 2012 - December 31, 2012  13.1%
January 1, 2011 - December 31, 2011 -2.6%
Three Year (as of 12/31/13) 8.6%
Five Year (as of 12/31/13) 12.7%


Portfolio Allocation *

Our portfolio results are competitive, with a typical endowment fund invested as follows:

  • 62% Global Equity
  • 14% Global Fixed Income
  • 9% Real Assets
  • 15% Diversifying Strategies

* The typical endowment investment strategy represents the most common of the Foundation’s asset allocations.

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Phil Warshauer
Executive Director
704.973.4544

Nancy Kipnis
Assistant Vice President & Coordinator, Create Your Jewish Legacy
704.973.4554