Financial & Investment Information
Investing the charitable dollars that you entrust to us is an important part of our work. We offer investment strategies that match your giving goals. We also aim to provide clear, transparent information about our financial position, investment management, performance and fees.
Investment Webinar - February 15, 2019, 11 a.m.
Learn about the investment performance of 2018, market changes and the Foundation's long-term investment strategy.
Join from your desktop
Meeting Number: 623 858 606
Join by phone
Enter conference code: 781 493 7628
We realize that every donor's situation is unique. That's why we offer investment options designed for people who want to give immediately and for those who want to grow their fund over the long-term. Our investment committee has designed four investment pools to suit a variety of donor goals--or you may choose to retain your current investment manager. Some limitations apply.
View our Investment Options
Commonly Asked Questions About Investment Options
Spending Policy for Endowed Funds
Endowed funds are subject to the Foundation’s spending policy established by the board of governors with the goal of maintaining the endowment's purpose in perpetuity. The spending policy provides for a maximum amount available for granting each year and is calculated as 4% of the average trailing twenty quarters of the fund's market value.
Our Investment Committee is comprised of seasoned investment and business professionals drawn from our board of governors and the larger business community. With the aid of our investment counsel, DiMeo Schneider & Associates, the Committee formulates overall investment policy, determines strategic asset allocation and choice of asset classes, hires money managers, monitors and evaluates investment performance and makes changes in policy and portfolio distribution. Money managers regularly make presentations to the Investment Committee on portfolio performance and strategy implementation.
Download 2018 Q4 Investment Documents
Download Recent Tax Documents
2017 Audited Financial Statements
2017 Form 990
2017 Form 990-T