Financial Information

(Fiscal year ending September 30, 2015)

Current Assets
$106,310,091
139 funds

Contributions
$1.3 million gifts received

Grants and Distributions
$2.3 million in grant awards

Operating Expense
For the 2014 fiscal year, operating expenses of $518,555 were less than 1% of total assets.

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

January 1, 2015 - December 31, 2015  -0.1%
January 1, 2014 - December 31, 2014  4.4%
January 1, 2013 - December 31, 2013  15.7%
Three Year (as of 11/30/15)  7.5%
Five Year (as of 11/30/15)  6.9%


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