2016-2017 ANNUAL REPORT Partnering with Our Community

JCA, through its 23 member organisations, provides the NSW and ACT Jewish community with outstanding services in the areas of education, community care, health, aged care, disability, political representation, security, cultural services and sport.

Planning JCA’s planning activities include research, analysis and consultation with member organisations. The objective is to ensure that today’s needs are met effectively and cost-efficiently, while anticipating and planning for our communities’ future requirements. Planning expertise, analytics and community insights underpin JCA’s recommendations as well as the implementation of major new initiatives.

Member organisations’ funding requirements are weighed against available resources and considered in light of broader community needs. Strategies are formulated, collaboratively, to help optimise structures and to streamline operations and processes that minimise inefficiencies and ensure that every dollar raised provides maximum benefit.

Fundraising As a not-for-profit, JCA relies on the generosity of our community supporters. Our donors play a pivotal role in helping us achieve our vision of ensuring a sustainable, vibrant and secure Jewish community. JCA seeks to inspire financial support through a variety of fundraising initiatives, engaging members of our community across social and financial demographics, each in their own unique way.

Facilitation JCA is the key connector for our community. Our community operates as a network of interactions and relationships. JCA provides the support that enables our member organisations to connect closely with the people they serve. We create channels for communications and shared-resourcing as well as delivering opportunities for members of our community to connect with each other in meaningful and enriching ways.

These connections build community; a community that is strong, safe and cohesive.

To fundraise, plan and facilitate To ensure a in collaboration with our constituents sustainable, vibrant and donors, to meet the needs and secure of our local community. Jewish community.

President and CEO Message 3 Aged Care 7 Managing JCA’s Financial Resources 11

Member Organisations 3 Community Care 8 How JCA’s Funds are Used 13 Jewish Education 4 Advocacy & Security 9 Sponsors 15 Culture & Engagement 6 History & Heritage 10 2016/17 Financial Highlights 16 Social Justice & Outreach 7 CONTENTS

JCA 2016-17 2 ANNUAL REPORT President and CEO Message

Looking back on the year in which the JCA turned 50, it is important to reflect both on our achievements as well as the future-focused role of the organisation. Every day, the 23 member organisations of the JCA deliver crucial services to meet the needs of our community. They also lay the groundwork for the years ahead.

The purpose of the JCA Annual Report is to review the past year; to give you insights into the allocation of funding and the ways in which these contributions assist each of our constituent organisations. Each one has a story to tell about the services they provide, along with their significant achievements over the past year. Together, they provide an overarching story of the thousands of individuals who benefit directly, as well as the collective impact that JCA delivers to our community as a whole.

The process of funding allocation is supported by well-documented procedures. It gives careful consideration to the ways that funds will be distributed and how impact will be monitored to change lives for the better and to enrich our Jewish community.

The Annual Report has been designed to complement our annual Source Magazine. While we focus here on the financials and high-level strategies, Source offers more personal accounts and recognition of the donors. Together, these two publications combine the quantitative and human narratives that tell the story of JCA and the vital role it continues to play in our community.

We would also like to acknowledge, here, the contributions of Bruce Goldsmith CEO Stephen Chipkin President funders, volunteers, committee members, staff and the JCA Board of Governors; you are what makes the JCA so successful. Every person makes an impression in their own way toward ...funds will be distributed and...monitored strengthening our community today and ensuring the strength of its future. Collectively we have achieved something unique, to change lives for the better and to harnessing a rare power to drive us forward. We thank each enrich our Jewish community. of you for making it possible to continue the important work we do and to ensure we continue to write our future.

Member Organisations

Through the generosity of donors, funds raised by JCA are allocated on a needs basis to provide programs and services across seven sectors of our community:

Jewish Culture Social Justice Aged 1 Education 2& Engagement 3 & Outreach 4Care

Community Advocacy History Care 65& Security 7 & Heritage

JCA 2016-17 3 WRITE OUR FUTURE The following pages feature information and organisational highlights from the JCA family of organisations over the past 12 months.

Jewish Education

Emanuel School Emanuel School is a co-ed pluralistic Jewish Day School catering for students from pre-school to Year 12. The school focuses on empowering and unleashing individual potential as an inclusive, diverse community that is open to all and has a strong Jewish identity. Their motto, Mind, Spirit, Being encapsulates the school and its philosophy to open the mind, awaken the spirit and engage the whole being within a culture of excellence and respect.

In 2016 there were 780 students enrolled from Years K-12. The school only has limited vacancies in select years. In 2016, HSC results ranked the school in the top 6% of the state and 20% of students achieved an ATAR of above 95. The school’s philosophy is to focus more on acknowledging and celebrating those students for whom completing the HSC is in itself a major achievement.

Kesser Torah College (KTC) Kesser Torah College* offers a unique education in Sydney: an authentic Torah education together with a rigorous General Studies program. KTC’s point of difference is further reinforced by the Torah values that permeate every aspect of the school day – and beyond. Catering to students from pre-school to Year 12, the College provides a rich, fun and Torah authentic Jewish and learning experience for its students and the school community.

In 2016 there were 416 students enrolled from the Early Learning Centre through to Year 12. The school had a caretaker Principal in 2016 and then appointed a long-term replacement, Mr Roy Steinman, who commenced work in January 2017. 26 students sat and achieved an HSC in 2016.

* Kesser Torah College, while not a constituent member of JCA, is supported by a funding grant from JCA.

Masada College Located in Sydney’s leafy North Shore, Masada College is Australia’s first Jewish international co-educational school. Students from all backgrounds are welcome at the College, which prides itself on inclusivity. Masada’s educational mission is to raise responsible individual thinkers with a strong sense of social justice and confidence in their ability to determine their own future.

In 2016 there were 511 students at the College. Among the 39 students who sat the HSC in 2016, 30% gained an ATAR over 90. The school ranked 74th out 700 schools according the Sydney Morning Herald analysis of the Top 100 schools. In 2016 the school celebrated its 50th anniversary.

Moriah College Moriah College aspires to achieve excellent academic standards by promoting the intellectual, spiritual, moral, social and physical development of their students. The College strives to foster critical thought, cultural interests, tolerance, social responsibility and self-discipline. The total development of all students remains our overall concern – helping them to proudly realise their full potential as Jews, and as Australians.

In 2016 there were 1,442 students enrolled from Year K-12. A total of 140 students completed the HSC, including eleven from Year 11 who undertook accelerated patterns of study. With some students completing Life Skills courses, VET Curriculum Framework courses and a Pathways program of study, it means 99.2% received an HSC.

JCA 2016-17 4 ANNUAL REPORT Mount Sinai College Mount Sinai College is a co-educational, modern Orthodox Jewish Day School focused on academic outcomes that create out-of-the-square thinkers who are community-minded and socially aware. Through its Early Learning Centre and Primary School, Mount Sinai College creates a life-long love of learning in a nurturing Jewish environment.

In 2016 there were 307 enrolments from Year K-6. In 2017, Mount Sinai College conducted a capital appeal. The Appeal, commencing in October, was an opportunity for the College to realise its Master Plan to create a 21st Century Learning environment for students.

NSW Board of Jewish Education (BJE) NSW Board of Jewish Education (BJE) inspires the Jewish identity of our Community’s youth and aims to provide quality Jewish education quality Jewish education to children in state and non-Jewish private schools across NSW. To ensure their social integration into the Jewish Community, BJE provides enrichment and informal education opportunities for the students and their families.

BJE programs include Emet (scripture) classes at over 70 public primary schools, as well as an extension class for Years K-2 and an informal high school program. The Extension curriculum for Years K-2 is specifically designed for that age group and includes the Jewish calendar with its festivals and celebrations, Jewish beliefs and values, as well as the laws and customs followed within Judaism. Lessons are enriched with activities like craftwork, songs, drama, music, events, storytelling, and synagogue and community interaction.

BJE also offers Year 10 students a six-week Year 10 Israel experience through Youth 2 Israel (Y2i), a strategic partnership with JCA. In late 2016 they had 43 students from NSW on the program, a 34% increase on 2015.

Board of Progressive Jewish Education (BPJE) BPJE is the umbrella organisation in New South Wales, of all education bodies which provide Pluralist Jewish education and the Pluralist Jewish approach to educational issues involving Jewish History, Judaism and Israel.

BPJE aims to provide educational experiences that foster a love of Judaism and pride in being part of the pluralist and wider Jewish community. The Board of Progressive Jewish Education recognises that for many students participation in Hebrew and Sunday Schools is their only contact with Judaism and Jewish children and aims to foster experiences that create a sense of community.

The organisation operates at a number of sites in New South Wales and the ACT as well as offering a Distance Education Program for students who live outside the main centres.

The Netzer Youth Movement is also part of BPJE and runs weekly programs over the weekend, Kabbalat Shabbats, special kids’ services in the shuls and runs camps over school holidays.

Fund for Jewish Higher Education The Fund for Jewish Higher Education promotes and maintains Jewish Studies and Holocaust courses in the major universities in Sydney under the oversight of the Joint Committee for Jewish Higher Education (JCJHE). The Joint Committee for Jewish Higher Education helps students of all ages expand their knowledge at a tertiary level and bring their heritage to life. The Fund believes in the importance of equipping today’s adults with the ability to deal with any matters pertaining to Jewish affairs, as well as preparing educators and future leaders of our community.

JCA 2016-17 5 WRITE OUR FUTURE Culture & Engagement

ACT Jewish Community The ACT Jewish Community is a welcoming hub to all Jews in Canberra and enjoys a diverse range of religious, educational, cultural and social activities. The organisation currently has around 200 members.

In 2016 the ACT JC had a capital appeal to raise $6.3M towards the construction of a modern and vibrant National Memorial Centre. The Centre will be designed to meet the security needs of the community and provide a home for advocacy, political and diplomatic engagement, and national events, as well as updated facilities for the ACT Jewish community.

Jewish Folk Centre The Jewish Folk Centre was established in 1941 as a Yiddish cultural centre. Their mission is to promote and preserve Yiddish and Hebrew language and culture. The Centre has become a home for many Israeli’s living in the Diaspora. For many years, the Jewish Folk Centre made a large impact on the community by the number and quality of their Yiddish functions. Now more commonly known as The Moadon, it has several programs running including The Yiddish Club, Hebrew lectures, Chaggim celebrations, and is home to an extensive the Hebrew Library.

Maccabi NSW Maccabi NSW connects the Jewish community through sport. Maccabi NSW has 20 affiliated clubs representing a diverse range of sporting interests and membership ranging from 2,500-3,000 members. Their mission is to promote participation in sport by providing the opportunity for Jewish athletes to compete.

Shalom Shalom aims to increase the vibrancy of the Sydney Jewish Community by fostering Jewish Life and learning in an inclusive way. The organisation enables people to enrich their lives, culture, education and professional endeavours through Jewish activity engaging people of different ages and backgrounds through a variety of targeted programs and special events.

In 2016 Shalom officially rebranded, changing its name from The Shalom Institute and introducing a new logo. The more prominent branding has given a greater focus to the variety of programs operating under the Shalom umbrella.

Focussing on people living in Sydney, Shalom builds connection and community.

JCA 2016-17 6 ANNUAL REPORT Social Justice & Outreach

B’nai B’rith B’nai B’rith NSW co-ordinates the activities of all its NSW constituents as well as those of their other state bodies, including the B’nai B’rith Retirement Villages, the B’nai B’rith Centre, Bargain Bazaar and Courage to Care (NSW).

Through its pluralistic membership base and welcoming network of volunteer supporters, B’nai B’rith is involved in a wide range of activities in the areas of human rights and anti-discrimination, promoting inter-ethnic and inter-religious understanding, social justice, community welfare, working with youth and young adults, senior citizens’ housing, education and health, and support for the State of Israel. They work with local Jewish and wider communities within Australia and internationally.

National Council of Jewish Women Australia (NSW Division) National Council of Jewish Women of Australia (NCJWA) defines itself as a grassroots organisation of volunteers and advocates who turn progressive ideals into action. Inspired by Jewish values, NCJWA strives for social justice by improving the quality of life for women, children, and families and by safeguarding individual rights and freedoms. Some of the NCJWA programs include the Jewish Women’s Breast Cancer Network and Books Out Loud

The NSW Steering Committee led an extremely busy year which included many events with outstanding speakers that overall had high attendances. They also introduced a mixed Talmud class with Rabbi Dr Benjamin Elton, which will continue to be run at the Council House. The flagship program MUM FOR MUM has now supported approximately 300 mothers from than 50 nationalities.

Aged Care

B’nai B’rith Retirement Villages B’nai B’rith Retirement Villages (BBRV) is a not-for-profit organisation and Australia’s largest provider of affordable Jewish self-care accommodation. Guided by the ethical and charitable ethos and principles of BBRV’s mission is to provide affordable independent living accommodation to Jewish seniors as well as Jewish seniors with mental and/or physical disability who are equipped to live independently. BBRV also provides subsidised accommodation to Jewish seniors who are experiencing rental and financial stress.

As at 30 June 2017 the Villages, both Kadimah Gardens and Princess Gardens, had 113 residents with 54% being over 80 years of age and 13% over 90. During the past year significant upgrades to their facilities were undertaken. There are also plans in place to build new apartments and refurbish a newly purchased block of 9 units in Double Bay.

The Burger Centre Burger Centre (a joint venture between Montefiore Home and JewishCare, and supported by JCA and Commonwealth Home Support Program funding) is a wellbeing day centre for senior citizens in the wider community. The aim is to enhance the capability of older people to stay independent in their own homes and to facilitate social connection within the community in a sophisticated and meaningful way. Your key to Independence Podiatry services were introduced to the Burger Centre as an initiative with the School of Health, Medical and Applied Sciences – Podiatry Practice. 3rd year students offer the service to support their professional development under clinical supervision. The Centre also introduced an affiliation with Dance for Parkinson’s Australia. This adds to existing programs including Positive Ageing and respite for carers.

JCA 2016-17 7 WRITE OUR FUTURE Aged Care CONTINUED

COA Sydney COA Sydney is a community based not-for-profit group that delivers services to help frail, aged and those with disability to stay in their own home for as long as is possible. Operating with minimal paid staff and a large group of dedicated volunteers COA provides essential daily services to Sydney’s Jewish Seniors including Sydney’s only Kosher Meals-on-Wheels and an activity centre that operates six days a week. Through their social workers and outreach programs they also do personal, home and financial assessments.

20,00 meals were delivered in 2016, and early in 2017 COA reached their milestone millionth meal delivered. This represents 475 meals every week for 35 years. In addition, several successful initiatives were launched during the year with enthusiastic involvement in programs by multiple volunteer groups and new members, with COA recognised for their work by government and local councils. The organisations standout initiative was the introduction of the Hannah Meyer Project that brings yiddishkeit into non-denominational nursing homes through a Shabbos and Festivals program collaborating with many organisations across the community.

Sir Moses Montefiore Jewish Home Montefiore is a leading Sydney aged care provider with a proud 130-year history, offering quality residential care, home care and independent living to those who need their support.

Montefiore today has 740 residents, 150 home care clients, 96 Club Monte clients and 130 Burger Centre clients. Included among these are more than 300 pensioners, who are unable to make a significant contribution towards their cost of care. The Randwick campus is undergoing the development of 79 units which will provide much needed accommodation and support for those not quite ready for residential aged care. There are plans for a new 90-bed residential aged care building designed specifically for people living with dementia.

Community Care

JewishCare JewishCare NSW has been the major provider of services for vulnerable members of our community for over 80 years. With 200 committed professional staff and 500 volunteers and a purpose built head office in the heart of the community, JewishCare helps 4,000 people or 1 in 10 members of the community each year. Working across areas including disability, mental health and wellbeing, aged and children, family and community services, JewishCare takes a holistic and person centred approach to helping.

Early in the year the organisation celebrated it 80th Birthday bringing the Jewish community together with a moving address by Malcolm Turnbull clearly demonstrating the importance of JewishCare to the entire Australian community. An independent survey by the ‘Voice Project’ revealed upwards of 89% of clients believed the organisation has improved the quality of their lives, with 97% of staff agreeing they make a positive difference. In the past year JewishCare has adapted to the new requirements of the NDIS and also invested in mobility devices to improve the efficiency of working with the majority of staff who work outside of Fischl House.

JCA 2016-17 8 ANNUAL REPORT Community Care CONTINUED

Wolper Jewish Hospital Wolper Jewish Hospital provides rehabilitation, medical and palliative care of the highest quality to the general public in a framework of Jewish culture, religious and dietary requirements. All 54 rooms within the Hospital are private and exceptionally well equipped, offering a modern ensuite, the latest nurse call and telephone systems, air-conditioning, internet and entertainment facilities. An outdoor terrace and landscaped garden provide areas for visits, relaxation and reflection.

Approximately 70% of patients are not Jewish. Wolper is independently sustainable without receiving and funds from the JCA annual allocation of funds or from Government. Wolper’s cash surpluses are generally put aside for future capital needs and to fund worthwhile community health care programs either directly by the Hospital or through the Wolper Jewish Hospital Healthcare Foundation.

Advocacy & Security

Community Security Group (CSG) Under the auspices of the NSW Jewish Board of Deputies, Community Security Group (CSG) is tasked with the oversight of the Jewish Community’s security and emergency management programs and policies. CSG is run by a small team of professional staff with hundreds of highly trained, committed and dedicated volunteers. The organisation’s mission is “To Protect Jewish Life and Jewish Way of Life”. Their work is carried out in conjunction and consultation with State and Federal Authorities. Strategically, they work off an overall integrated security plan that integrates advice from expert security consultants, trained security personnel, 24hr incident management and response, proper protocol and procedures at installations, and adequate physical and technical security.

NSW Jewish Board of Deputies The NSW Jewish Board of Deputies is the officially-elected representative roof-body and voice of the Jewish community of New South Wales. The Board leads, speaks and advocates on behalf of the NSW Jewish Community and is recognised by the NSW government, its agencies, the media and other ethnic and religious groups in this capacity.

Their mandate includes:

EDUCATION – initiating, facilitating and supporting programs in Jewish and intercultural education programs for primary and secondary students, as well as networking and resource sharing between educators in the Jewish and wider communities.

HOLOCAUST REMEMBRANCE – organising Holocaust educational and commemorative activities and awareness campaigns for the Jewish and general community.

SOCIAL JUSTICE – Articulating Jewish values in relation to human rights and social justice issues which arise within both the Jewish and general communities.

PUBLIC AFFAIRS – interacting with the media, government and other institutional arms of the public and private sectors; works to combat racism and anti-Semitism.

COMMUNITY RELATIONS – Working to build constructive partnerships with non-government organisations, interest groups, religious bodies, women’s groups, think tanks and other civil society groups in a manner that will assist the NSW Jewish community in meeting its strategic priorities.

JCA 2016-17 9 WRITE OUR FUTURE History & Heritage

The Australian Jewish Historical Society The Australian Jewish Historical Society has been collecting, preserving and publishing as well as lecturing on the community’s history since 1938. The Society has a unique collection of documents spanning books, manuscripts, newspapers, historical records, audiotapes, videotapes and other printed electronic or audiovisual material. Material on almost every aspect of Jewish life is available, such as genealogical information, personal papers, bound newspapers and corporate records sourced from individuals through to synagogues, communities, and Jewish organisations. In addition AJHS provides historical, bibliographical, genealogical and archival services and responds to enquiries from schoolchildren, heritage architects, authors of both fictional and non-fictional works, archivists, librarians, curators and family historians. AJHS also supports preservation of heritage buildings and cemeteries across Australia. The Society is now working with the NSW Jewish Board of Deputies to develop a register of the holdings of Jewish communal organisations scattered throughout the state. Sydney Jewish Museum The Sydney Jewish Museum is dedicated to documenting and teaching the history of the Holocaust. The world-class museum challenges visitors’ perceptions of democracy, morality, social justice and human rights, and places the Holocaust in its historical and contemporary context.

The Museum aims to teach racial tolerance; to ensure the evils of the past are not repeated; to serve as a witness to the Holocaust and to stand as a memorial to the six million murdered Jews and the millions of non-Jewish victims. It also tells the history of the Jews in Australia and illustrates the richness of Jewish life by showing its traditions. The Museum’s timeline invites you to explore Jewish history from its Biblical origin in the Ancient Near East to the thriving community here in Australia.

The all-important permanent Holocaust exhibitions are continually upgraded and improved and sit alongside the museums offering of engaging temporary exhibitions.

JCA 2016-17 10 ANNUAL REPORT Managing JCA’s Financial Resources

As the primary public fundraiser for our 23 member organisations, JCA takes governance of its funds very seriously. Governance begins when funds are received from our donors and continues through our prudent investment practices until funds are distributed (following a rigorous allocations process), ensuring compliance with all Australian regulatory requirements.

How Funds Flow into JCA Bequest Funds JCA raises funds primarily from three main sources: Campaign Bequests are gifts left to JCA on the passing of a donor. By their funds (which include directed and project gifts), Bequests and nature donations from bequests are not predictable and can vary Endowment funds. In the 2016 Campaign (calendar) year we substantially from year to year. received $19.2m in pledged donations from these sources. JCA’s Bequest Fund has been structured to weather the variability in amounts received and global economic challenges. The Bequest Campaign Funds Fund currently operates on an eight-year cycle, whereby one-eighth of the Bequest Fund value, including income earned on the fund, The principal source of annual revenue for JCA is the donations is transferred to the Campaign Funds each year. By operating the made by our community members. These donations include fund on an eight-year cycle, JCA is also able to maintain a reserve pledges made at our various fundraising events in response to our fund and so smooth out the potential large variations in annual Annual General Campaign. Pledges received in the 2016 Campaign bequests received. year amounted to $16.2m. The annual transfer to the Campaign Fund out of JCA’s Bequest The number of donations during the year increased by 112, or over Fund is generally sufficient to cover most of our campaign and 2% compared to the year before. general administrative expenses. Pledges made to the general campaign funds can take one of three forms: unrestricted, directed and project based. The vast majority Endowment Funds of the pledges received in the 2016 Campaign year are unrestricted Endowments are lump sum donations made to JCA. Our donations – $12.5m. endowment funds generally require the capital to be preserved Directed donations are those made by donors that are specifically for the long term with the annual income to be recommended for directed to individual constituent organisations – $2.1m. distribution to constituents or projects in accordance with the Trust Deed of the specific endowment. Project donations are made by donors in respect of specified projects that constituents have initiated and that have been During Campaign Year 2016, $2.8m was received as donations to approved for fundraising by JCA – $1.6m. JCA’s Endowment Funds. During the period $2.3m was distributed out of the Endowments to constituents.

JCA 2016-17 11 WRITE OUR FUTURE How Our Investments Work JCA’s assets were $40.8 million as at 30 April 2017, the end of the financial year.

JCA’s Investment Committee oversees all aspects of JCA’s investments. The committee is composed of lay leaders with significant investment experience and the JCA CEO (ex-officio).

The Board of Governors has approved the Investment Mandate for each of the Campaign, Bequest and Endowment Funds. The Mandates require the appointment of an Investment Manager to actively manage and prudently invest our funds, to ensure that funds are available to support our defined investment objectives and promote our long-term sustainability. The Investment Manager is accountable to the Investment Committee and reports on them on a regular basis.

JCA’s Unrestricted Campaign Fund holds donations pending allocation to constituents in the financial year following the campaign. The Fund is thus invested in liquid assets. The Bequest and Endowment Funds, being longer term in nature, are invested in diversified portfolios that have an investment objective of achieving a 4% per annum return in excess of CPI over rolling 5-year periods.

The Bequest Fund, given its requirement to transfer one-eighth of its value to the Campaign Fund each year, is required to hold 25% of its assets in liquid assets. The asset allocation of the remainder of the fund is set out in the “Bequest Fund Investment Allocation” chart below.

The Endowment Fund holds 16% of its assets in cash (or equivalents). The asset allocation of the remainder of the fund is set out in the Endowment Fund chart below

Investment Allocation

As illustrated below, the Bequest Fund has continued to meet Strategic asset allocation its long-term return objective of 4% plus CPI even in the difficult investment conditions experienced in the year ending Bequest fund 30 April 2017. 5 15 15 CASH 5% 5 FIXED INCOME 15% Bequest fund rolling 5-year investment performance AUSTRALIAN EQUITIES 36% INTERNATIONAL EQUITIES 24% 24 12.0% PROPERTY 5% 36 ALTERNATIVE ASSETS 15% 10.0%

8.0% 5 6.0% 15 Endowment

4.0% 5 % 35 CASH 5 FIXED INCOME 35% 2.0% 16 AUSTRALIAN EQUITIES 24%

% 0.0% INTERNATIONAL EQUITIES 16 % 2013 2014 2015 2016 2017 PROPERTY 5 -2.0% 24 ALTERNATIVE ASSETS 15%

Annual BEQ Fund Return to April each year Rolling 5 year Average

JCA 2016-17 12 ANNUAL REPORT How JCA’s Funds are Used

The Allocations Committee has the important task of determining, in a fair, equitable and strategically responsible manner the allocation of funds to constituents. In 2016, the Allocations Committee received $18.6m of requests from 18 member organisations (not all of JCA’s members request an allocation), while only $12.6m was available for distribution from the prior year’s fundraising. This means that we were able to fund 68% of the total ask.

Campaign Funds The unrestricted donations of $12.5m in the 2016 Campaign year contributed towards an allocation pool amount of $12.6m in respect of that Campaign year. The amount, following recommendation by the Allocations Committee and approval of the Board of Governors, is distributed to constituents in the February following the financial year in which the funds were raised. (In respect of the 2016 Campaign Year, the amounts are paid to constituents in February 2018).

In addition to the $12.6m allocation pool, directed gift donations of $2.1m and project gift donations of $1.6m are available for the nominated constituents and their projects.

Bequest and Endowment Funds One-eighth of the balance of the Bequest Fund, amounting to $2.5m was transferred to Campaign Funds. $2.3m from the Endowment Fund was paid to recipients in accordance with the Trust Deeds of the underlying endowments.

Over the past 12 months, the Bequest Fund (including the Special Purpose Capital Fund) has decreased by $1.4m (after the transfer of $2.5m to Campaign Fund) to $20.7m, and the total Endowment Funds had grown by $0.2m to $10.1m.

These allocations and distributions paid to constituents in respect of the 2016 Campaign year – totalling $16.0m included:

Directed / Project Gifts $1.3m Endowments $2.7m

On a sector basis, the amounts raised in 2016 are allocated as follows in 2018:

Allocation by sector ($m)

JEWISH DAY SCHOOLS $5.6M AGED & COMMUNITY CARE $3.6M SECURITY AND ADVOCACY $2.9M

OTHER EDUCATION $1.5M CONTINUITY $1.2M HERITAGE $1.2M

Recipients of annual allocations and directed/project gifts included:

ACT Jewish Community Community Security Group (CSG) Maccabi NSW NSW Jewish Board of Deputies

B’nai B’rith Retirement Villages Emanuel School Masada College Shalom

Board of Jewish Education Fund for Jewish Higher Education Moriah College Sir Moses Montefiore Jewish Home JewishCare Sydney Jewish Museum Board of Progressive Mount Sinai College Jewish Education Jewish Folk Centre The Burger Centre National Council of Jewish COA Sydney Kesser Torah College Women Australia The Jewish Historical Society

JCA 2016-17 13 WRITE OUR FUTURE JCA STATEMENT OF ACTIVITIES FOR FY 2016/17 (Adjusted) The sector basis information at the bottom of page 13 is summarised as follows:

CAMPAIGN BEQUEST JCA REVENUES ENDOWMENTS UNRESTRICTED DIRECTED PROJECT TOTAL & SPCF* TOTAL DONATIONS 12.5 2.1 1.6 16.2 0.3 2.7 19.2

INVESTMENT INCOME 0.4 0.4 1.3 0.6 2.3

BEQUEST TRANSFERS 2.5 2.5 -2.5

TOTAL REVENUES 15.4 2.1 1.6 19.1 -0.9 3.3 21.5

OUTGOINGS

EXPENDITURE 2.6 2.6 0.3 0.3 3.2

PROJECT FUNDED 0.7 0.4 1.1 1.1 EXPENSES/DISTRIBUTIONS

CONSTITUENT 11.9 1.0 0.3 13.2 0.1 2.7 16.0 DISTRIBUTIONS

TOTAL OUTGOINGS 15.2 1.0 0.7 16.9 0.4 3.0 20.3

FUND VALUE AT BEGINNING 8.3 8.3 22.1 9.9 40.3

CHANGE IN FUND VALUE 0.2 1.1 0.9 2.2 -1.3 0.3 1.2

ADJ TO CASH BASIS/FIN YR 1.5 -1.1 0.9 -0.5 -0.1 -0.1 -0.7

ADJ FUND VALUE AT END 10.0 10.0 20.7 10.1 40.8

This Statement of Activities has been prepared to reflect pledges made in the 2016 Campaign (calendar) year and the distributions to be made in respect of those pledges, to be paid in February 2018. By contrast the financial statements registered with ACNC are required to be prepared and audited in accordance with Australian Accounting Standards, and these require that donations be recorded on a cash received/ paid basis within the actual financial year (in this case, 1 May 2016 to 30 April 2017).

*SPCF = Special Purpose Capital Fund

Efficiency JCA strives to ensure that the maximum portion of the donations made to JCA is delivered to our constituents.

JCA has developed an efficiency ratio to determine our effectiveness in delivering our services to our donors and constituents. This ratio compares “expenses which are of a recurring nature” to “our campaign revenue plus income on the bequests and endowment funds”, the bequest and endowment income being averaged over a 5 year period (due to the variability of donations to these funds).

Based on this ratio, the efficiency ratio is 86%. This ratio is used to ensure the organisation runs efficiently and that maxim dollars get allocated to member organisations.

JCA 2016-17 14 ANNUAL REPORT Sponsors

JCA gratefully acknowledges our corporate sponsors and thanks them for their ongoing support of our community.

PRINCIPAL SPONSORS

GENERAL SPONSORS

JCA 2016-17 15 WRITE OUR FUTURE 2016/17 Financial Highlights

$16.2M $16M in pledged donations allocated to constituents

Endowment fund up Total funds up $0.2M to $10.1M $0.5M to $40.8M

increase in number of 2%donations to almost 4,800

JCA 2016-17 16 ANNUAL REPORT Thank you to all our donors, sponsors, supporters, constituents, partners, volunteers, and staff. Your efforts continue to produce amazing results, making it possible for JCA to be an active contributor to our community – working to ensure that our community remains sustainable, vibrant and secure.

JCA Jewish Communal Appeal

ABN 29 920 168 287

140-146 Darlinghurst Road, Darlinghurst NSW 2010

P: 9360 2344 E: [email protected] W: jca.org.au

Editing and Project Management by COMMTOGETHER 1300 723 033