Annual Report FYE 7-31-11.pdf - Jewish Foundation of Greater New ...
Annual Report FYE 7-31-11.pdf - Jewish Foundation of Greater New ...
Annual Report FYE 7-31-11.pdf - Jewish Foundation of Greater New ...
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Fiscal Year<br />
Unrestricted Funds<br />
$7,725,347<br />
Split Interest Gifts<br />
$3,573,195<br />
Build a Tzedakah/<br />
Youth Philanthropy Funds<br />
$180,104<br />
Designated<br />
Restricted Funds<br />
Donor Advised/<br />
Philanthropic Funds<br />
Designated Restricted Funds<br />
$16,122,038<br />
Donor Advised/<br />
Philanthropic Funds<br />
$5,289,765<br />
Designated Custodial/<br />
Agency Owned<br />
Funds<br />
$5,722,156<br />
Designated Custodial/<br />
Agency Owned Funds<br />
Build a Tzedakah/<br />
Youth Philanthropy Funds<br />
Split Interest Gifts Unrestricted Funds<br />
Funds for<br />
Funds for<br />
the Towers<br />
Funds for<br />
and the Aged<br />
the Towers<br />
and<br />
$691,553<br />
the Aged<br />
$691,553<br />
Other<br />
<strong>Jewish</strong> Funds for Family<br />
Service <strong>Jewish</strong> Family and Jews<br />
Service in and Need Jews<br />
$1,002,723<br />
in Need<br />
$1,002,723<br />
Other $2,337,<strong>31</strong>0<br />
$2,337,<strong>31</strong>0<br />
Funds for<br />
Funds Synagogues for<br />
(includes designated restricted funds and Synagogues designated $6,549,294 agency<br />
owned/custodial funds) $6,549,294<br />
Funds for the JCC<br />
Funds and Camp for the Laurelwood JCC<br />
and Camp $1,503,991 Laurelwood<br />
$1,503,991<br />
The purpose <strong>of</strong> the <strong>Foundation</strong> is to serve as the fiduciary <strong>of</strong> the <strong>Jewish</strong> community’s endowment funds as well as to serve as a philanthropic<br />
advisor to <strong>Jewish</strong> donors, local agencies and synagogues —<br />
Unrestricted Funds<br />
$7,725,347<br />
Split Interest Gifts<br />
$3,573,195<br />
Build a Tzedakah/<br />
Youth Philanthropy Funds<br />
$180,104<br />
totaL endoWment<br />
$38,612,605<br />
Designated<br />
Restricted Funds<br />
Donor Advised/<br />
Philanthropic Funds<br />
Designated Restricted Funds<br />
$16,122,038<br />
Donor Advised/<br />
Philanthropic Funds<br />
$5,289,765<br />
Designated Custodial/<br />
Agency Owned<br />
Funds<br />
$5,722,156<br />
Designated Custodial/<br />
Agency Owned Funds<br />
Build a Tzedakah/<br />
Youth Philanthropy Funds<br />
Split Interest Gifts Unrestricted Funds<br />
Funds for Day School<br />
Funds for<br />
$1,239,883<br />
Day School<br />
$1,239,883<br />
Funds for<br />
Funds for<br />
<strong>Jewish</strong> Education<br />
<strong>Jewish</strong> Education<br />
$1,870,642<br />
$1,870,642<br />
Funds for<br />
the Towers<br />
and the Aged<br />
$691,553<br />
Other<br />
$2,337,<strong>31</strong>0<br />
Funds for<br />
<strong>Jewish</strong> Family Service and<br />
Jews in Need<br />
$1,002,723<br />
* PACE/LOJE Funds are restricted funds for the benefit <strong>of</strong> the <strong>Jewish</strong> Federation <strong>of</strong> GNH’s <strong>Annual</strong> Campaign (See page 20 for more information)<br />
BreakdoWn <strong>of</strong> designated funds By fund purpose<br />
Funds for<br />
Synagogues<br />
$6,549,294<br />
Funds<br />
Funds<br />
for<br />
for<br />
<strong>Jewish</strong><br />
<strong>Jewish</strong><br />
Family Service and<br />
Family Service and<br />
Jews in Need<br />
Jews in Need<br />
Other<br />
Other<br />
Funds for<br />
the JCC<br />
and Camp<br />
Laurelwood<br />
$1,503,991<br />
Funds for<br />
Funds Funds for for Synagogues<br />
Synagogues<br />
Funds Funds for for<br />
<strong>Jewish</strong> <strong>Jewish</strong> Education Education<br />
Funds Funds for for the the JCC JCC<br />
and and Camp Camp Laurelwood Laurelwood<br />
Funds for<br />
<strong>Jewish</strong> Education<br />
Funds for the JCC<br />
and Camp Laurelwood<br />
Funds for <strong>Jewish</strong><br />
Family Service and<br />
Jews in Need<br />
Other<br />
Funds for <strong>Jewish</strong> Federation<br />
(PACE/LOJE)<br />
$6,608,794<br />
Funds for <strong>Jewish</strong> Federation<br />
Funds for <strong>Jewish</strong> Federation<br />
(PACE/LOJE)<br />
(PACE/LOJE)<br />
$6,608,794 $6,608,794<br />
Funds<br />
for<br />
<strong>Jewish</strong><br />
Education<br />
$1,870,642<br />
Funds for Day School<br />
$1,239,883<br />
Funds for <strong>Jewish</strong><br />
Funds Funds Federation for (PACE/LOJE) <strong>Jewish</strong> for <strong>Jewish</strong><br />
Federation Funds for Day School<br />
Federation (PACE/LOJE)<br />
Funds Funds for Day for Day School School<br />
Funds for <strong>Jewish</strong><br />
Family Service<br />
and Jews in Need<br />
Funds for the Towers<br />
and the Aged<br />
Funds Funds for <strong>Jewish</strong> for <strong>Jewish</strong><br />
Family Family Service Service<br />
and and Jews Jews in Need in Need<br />
Funds<br />
Funds<br />
for the<br />
for<br />
Towers<br />
the Towers<br />
and the Aged<br />
and the Aged<br />
Beth Israel, Wallingford<br />
3 <strong>Jewish</strong> <strong>Foundation</strong> oF <strong>Greater</strong> new haven<br />
<strong>Jewish</strong> <strong>Foundation</strong> oF <strong>Greater</strong> new haven 4<br />
T his<br />
summer, Beth Israel Synagogue, Wallingford, established<br />
their first endowment fund with the <strong>Jewish</strong> <strong>Foundation</strong> <strong>of</strong><br />
<strong>Greater</strong> <strong>New</strong> Haven.<br />
The monies used to establish the endowment were part <strong>of</strong> a charitable<br />
bequest from the late Debra Kaplan Fallon. Debra’s parents were members<br />
<strong>of</strong> Beth Israel and as a child, Debra also attended Beth Israel.<br />
“One <strong>of</strong> the reasons we chose the <strong>Jewish</strong> <strong>Foundation</strong> is we are confident<br />
that the monies will be well managed. The <strong>Foundation</strong> provides independent,<br />
pr<strong>of</strong>essional oversight and their prudent management can ensure<br />
the endowment continues in perpetuity. We hope others will add to our<br />
endowment, either through charitable bequests or current gifts. We hope<br />
that in the future our endowment will be large enough to help provide for<br />
a full-time rabbi, educational programs, and ongoing capital costs,”<br />
states Beryl Bloch, Beth Israel President.<br />
“The <strong>Jewish</strong> <strong>Foundation</strong> is a partner and resource for local synagogues like<br />
Beth Israel. We can assist them not only in soliciting charitable bequests but<br />
also in managing their endowment monies. A strong endowment provides a<br />
synagogue with financial security,” states Lisa Stanger, <strong>Foundation</strong> Director.<br />
”We look forward to a long and strong relationship with Beth Israel.”<br />
When ye reap the harvest <strong>of</strong> your land, thou shall wholly reap the corners <strong>of</strong> thy field, neither shall<br />
gather the gleanings <strong>of</strong> thy harvest…thou shall leave them for the poor and the stranger.<br />
Leviticus 23:22
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