The Health Foundation of Central Massachusetts, Inc. and Affiliate
Statements of Financial Position (audited and condensed by Bollus Lynch, LLP)
Years ending December 31
|
Assets
|
|
2016
|
2015
|
|
|
|
|
|
|
Cash and Cash Equivalents
|
|
136,597
|
220,712
|
|
Investments
|
|
66,656,251
|
66,935,495
|
|
Program Related Investment
|
|
312,575
|
336,189
|
|
Other Assets
|
|
439,683
|
418,581
|
|
|
|
|
|
|
Total Assets
|
$
|
67,545,106
|
67,910,977
|
|
|
|
|
|
|
Liabilities and Net Assets
|
|
2016
|
2015
|
|
|
|
|
|
|
Grants Payable
|
|
105,120
|
906,395
|
|
Other Liabilities
|
|
178,440
|
153,893
|
|
Total Liabilities
|
|
283,560
|
1,060,288
|
|
Net Assets
|
|
67,261,546
|
66,850,689
|
|
|
|
|
|
|
Total Liabilities and Net Assets
|
$
|
67,545, 106
|
67,910,977
|
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.