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The Jewish Federation

The 2005 summary of financial resources from The Jewish Federation details significant allocations and trends. Key highlights include the success of the Hamsa campaign, notably in the charts on page 6, and increases in directed gifts driven by substantial donations for the tsunami campaign, Israel emergency efforts, and Birthright Israel. Notably, resource levels surpassed the previous year due to a renewed NORC grant and contributions from Toyota. The endowment fundraising goal for 2004/2005 was set at $15 million, reflecting shifts in financial allocations and projections, including a supplemental budget approved for operational needs.

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The Jewish Federation

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  1. The Jewish Federation Resources 2005

  2. Summary of Financial Resources (1)-Hamsa campaign detailed in allocation charts on page 6 (2)-Increases in directed gifts primarily due to significant gifts to the tsunami campaign, Israel emergency campaign and Birthright Israel (3)-Resources larger than prior year because NORC grant renewed and grant made from Toyota (4)-Resources less than prior year because in prior year there were 2 very large donor advised funds created. The Endowment fundraising goal for 2004/2005 was $15 million.

  3. Reconciliation of Annual Campaign to Allocable Dollars (1)-Amount is the average of the last 5 years of investment income (2)-Offset in prior year in National Allocations (3)-Executive committee approved usage of $250,000 estate distribution as allocable dollars (4)-Supplemental budget approved was $556,000. However, we estimate that we will not spend more than $400,000 this fiscal year. (5)-Amount includes $118,500 of unrealized accrued resources in 2003. All accruals realized for 2004. (6)-Reserve includes $30,000 for executive transition costs (1 more year at $53k) & $40,000 for the allocated deficit from 2002 (last year)

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