Annual Report

Annual Report 2006 (Adobe PDF)

Annual Report 2005 (Adobe PDF)

Financial Update 2004 (Adobe PDF)

Annual Report 2003 (Adobe PDF)

The Annual Report details the financial position of the Foundation and provides highlights of the year just ended. A copy of the annual audit report and is available by contacting Kevin Taylor, Chief Financial Officer, at 913-327-8134. Quarterly interim financial data is also available by emailing Kevin.

Investment Performance (Adobe PDF)
A report of the Foundation’s investment Pool performance is made available each quarter by our consultants, Smith Barney. Detailed performance figures for each investment manager are also available by contacting the Foundation office. Questions about the Pool and its components can be directed to Kevin Taylor, CFO.

INVESTMENT ALLOCATION OPTIONS

The Foundation’s Common Pool is a blend of fixed income and equity managers. The target mix, as established by the Investment Committee, is 60% equities, 40% fixed income assets. While the Common Pool remains the recommended asset allocation, funds of $10,000 or more may be invested in one of our five alternative allocations:

One of the following may be chosen:

Allocation A - 100% Equities Fund (Invests only in the equity managers of the Common Pool)

Allocation B - 100% Fixed Fund (Invests only in the fixed managers of the Common Pool)

Allocation C - 100% S&P 500 Index Fund (Invests in the Vanguard 500 Index Fund)

Allocation D - 80% Equities Fund, 20% Fixed Fund

Allocation E - 20% Equities Fund, 80% Fixed Fund

In order to choose one of these alternatives, the Non-Pool Investment Allocation Recommendation Form must be signed and sent to the Foundation office. Changes to your fund’s allocation can only be made twice a year, during the first 10 business days of July and January. Questions about options can be directed to Kevin Taylor.



Jewish Community Foundation of Greater Kansas City
Phone 913.327.8245   |   Fax 913.327.8273
5801 West 115th Street, Suite 104

Overland Park, Kansas 66211
support@jcfkc.org