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The Health Foundation of Central Massachusetts

Financial Information

The Health Foundation of Central Massachusetts, Inc. and Affiliate

Statements of Financial Position (audited and condensed)

 

Years ending December 31

Assets

 

2013

2012

 

 

 

 

Cash and Cash Equivalents

  

156,178

207,814

Investments

 

70,155,124

63,301,599

Program Related Investment

 

382,376

404,958

Other Assets

 

566,140

581,219

 

 

 

 

Total Assets

          $

71,259,818

64,495,590

 

 

 

 

Liabilities and Net Assets

 

2013

2012

 

 

 

 

Grants Payable

  

386,947

421,398

Other Liabilities

 

278,494

255,121

Total Liabilities

 

665,441

676,519

Net Assets

 

70,594,377

63,819,071

 

 

 

 

Total Liabilities and Net Assets

          $

71,259,818

64,495,590









Since 2004, investment consulting has been provided to The Health Foundation by Ellwood Associates.  Information regarding the Foundation's asset allocation is as follows:




Click here for a list of Community Members that participate on The Foundation's Investment Committee.