Financial Information

With nearly $100 million in assets, the MetroWest Health Foundation is one of the largest foundations addressing health issues in Massachusetts. Since our founding in 1999, the Foundation has invested over $30 million in improving the health of the MetroWest area.

We take our stewardship of these assets seriously and are committed to earning and maintaining the community’s trust. The Foundation finances are overseen by the Audit Committee. The Committee engages Alexander, Aronson & Finning, CPA to perform an independent annual audit of the Foundation’s finances. A summary of the audited Statement of Financial Position and Statement of Activities can be found in our Annual Report to the Community, or by clicking on the year below.

Additional information about the Foundation’s assets, investments and expenses can be found in the Foundation’s annual 990PF form filed annually with the Internal Revenue Service and the Public Charities Division of the Office of the Massachusetts Attorney General. Access the most recently filed 990PF.

Financial Reports                          

All links are PDFs

MWHF Financials 2011 

MWHF Financials 2010

MWHF Financials 2009

MWHF Financials 2008

MWHF Financials 2007