2012 Annual Report - The Jewish Federation of Palm Beach County

PG&E Report
Planned Giving & Endowments helps donors maximize their tax and philanthropic benefits,
while developing permanent endowment resources to ensure the continuity of vital programs and services for
Jews everywhere.
Over the past year, Federation — through its various endowments,
donor advised funds and supporting foundations — distributed
more than $6.8 million. Of that amount, 70% of all charitable
distributions went to Federation, its partner agencies or
other programs and projects in Israel. The remainder
was distributed to other charitable organizations that
qualify for grants under Federation’s guidelines.
GRANT DISTRIBUTIONS
20%
Miscellaneous
programs
10%
Other Jewish
organizations
70%
Federation, partner agencies,
overseas partners and
Federation projects
ENDOWMENT AND
SPECIAL FUND ASSETS
(in Millions)
Philanthropic Funds $29.7
Charitable Remainder Annuity Trusts 0.2
Charitable Remainder Unitrusts 3.3
Designated Funds 39.1
Annual Campaign Endowments (ACE)/
Lion of Judah Endowment (LOJE) Funds 13.0
Charitable Gift Annuities 4.6
Community Trust Funds 10.6
Supporting Foundations 1.0
Insurance Policies at Face Value 4.8
ACE/LOJE and Other Known Expectancies 24.0
Total Asset Base $130.3
20 JEWISH FEDERATION OF PALM BEACH COUNTY