The Health Foundation of Central Massachusetts, Inc. and Affiliate
Combined Statements of Financial Position (audited and condensed by Bollus Lynch, LLP)
Years ending December 31
|
Assets
|
|
2017
|
2016
|
|
|
|
|
|
|
Cash and Cash Equivalents
|
|
75,574
|
136,597
|
|
Investments
|
|
74,346,441
|
66,656,251
|
|
Program Related Investment
|
|
288,607
|
312,575
|
|
Other Assets
|
|
482,943
|
439,683
|
|
|
|
|
|
|
Total Assets
|
$
|
75,193,565
|
67,545,106
|
|
|
|
|
|
|
Liabilities and Net Assets
|
|
2017
|
2016
|
|
|
|
|
|
|
Grants Payable
|
|
354,757
|
105,120
|
|
Other Liabilities
|
|
207,937
|
178,440
|
|
Total Liabilities
|
|
562,694
|
283,560
|
|
Net Assets
|
|
74,630,871
|
67,261,546
|
|
|
|
|
|
|
Total Liabilities and Net Assets
|
$
|
75,193,565
|
67,545,106
|
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.