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    Impact Initiatives 2016 Spring Inspiration Breakfast Impact Initiatives Town Funds Youth in Philanthropy Summer Institute for Youth Leadership Strengthening MetroWest Stories of Impact Foundation Videos About Our Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Receive Nonprofits Agency Endowment Program Share Email Facebook Twitter Share Print User Log In Username Password Login Retrieve Password Welcome Nonprofits

    Original URL path: http://www.foundationformetrowest.org/ReceivebNonprofitsb/AgencyEndowmentProgram/tabid/114/ctl/Login/Default.aspx?returnurl=%2fReceivebNonprofitsb%2fAgencyEndowmentProgram.aspx (2016-05-02)
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    Initiatives 2016 Spring Inspiration Breakfast Impact Initiatives Town Funds Youth in Philanthropy Summer Institute for Youth Leadership Strengthening MetroWest Stories of Impact Foundation Videos About Our Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Receive Nonprofits Center for Philanthropy Education Share Email Facebook Twitter Share Print User Log In Username Password Login Retrieve Password Welcome Nonprofits

    Original URL path: http://www.foundationformetrowest.org/ReceivebNonprofitsb/CenterforPhilanthropyEducation/tabid/134/ctl/Login/Default.aspx?returnurl=%2fReceivebNonprofitsb%2fCenterforPhilanthropyEducation.aspx (2016-05-02)
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  • Financials & Publications - About: Our Foundation - Foundation for MetroWest
    Employment Volunteering Contact Us Home About Our Foundation Financials Publications Share Email Facebook Twitter Share Print Financials Publications eNewsletters Publications Investment Performance Summaries Form 990 2016 March February January 2015 December November October September August July June May March February January 2014 December November October September August July June May April March February YIP Alumni eNewsletter February January Learn more about the Foundation by reading our current brochure Annual Reports 2014 PDF 232KB 2013 PDF 190KB 2012 PDF 153KB 2011 PDF 324KB 2010 PDF 220KB 2009 PDF 170KB Financial Statements Independent Auditor s Report December 31 2014 and 2013 PDF 568KB Brochures MetroWest Fund for Families PDF 341KB Guide for Giving PDF 220KB Foundation for MetroWest Investment Performance The Foundation s investment portfolio is a thoughtful professionally managed portfolio allocated across the global markets It is very well diversified in terms of its exposure to multiple stocks and bond markets publicly traded real estate commodities and currencies The aim is to have a portfolio that will grow over time while taking reasonable risk given that the investment mix must accommodate the Foundation s expenditures Northern Trust Company manages the Foundation s portfolio Our investment committee comprised primarily of investment industry practitioners and veterans meets regularly to review Northern Trust s performance For a full understanding of the Foundation s for MetroWest s investment performance and strategy please click here for a downloadable PDF Performance as of 3 31 2016 Actual Benchmark 1 Year 3 71 3 77 3 Year 2 99 3 82 5 Year 3 99 4 49 Inception 3 90 3 02 All time periods over 1 year all annualized Inception is June 20 2007 The benchmark is a blend of asset class indices weighted by our target asset allocation 2014 Form 990 2013 Form 990 2012 Form

    Original URL path: http://www.foundationformetrowest.org/AboutbOurFoundationb/FinancialsPublications/tabid/159/LiveTabId/4982/Default.aspx (2016-05-02)
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    Impact Initiatives 2016 Spring Inspiration Breakfast Impact Initiatives Town Funds Youth in Philanthropy Summer Institute for Youth Leadership Strengthening MetroWest Stories of Impact Foundation Videos About Our Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Receive Nonprofits Resources for Nonprofits Share Email Facebook Twitter Share Print User Log In Username Password Login Retrieve Password Welcome Nonprofits

    Original URL path: http://www.foundationformetrowest.org/ReceivebNonprofitsb/ResourcesforNonprofits/tabid/133/ctl/Login/Default.aspx?returnurl=%2fReceivebNonprofitsb%2fResourcesforNonprofits.aspx (2016-05-02)
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    Comparison Advisor Toolkit FAQs Discover Impact Initiatives 2016 Spring Inspiration Breakfast Impact Initiatives Town Funds Youth in Philanthropy Summer Institute for Youth Leadership Strengthening MetroWest Stories of Impact Foundation Videos About Our Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Plan Professional Advisors Why Partner With Us Share Email Facebook Twitter Share Print User Log In

    Original URL path: http://www.foundationformetrowest.org/PlanbProfessionalAdvisorsb/WhyPartnerWithUs/tabid/135/ctl/Login/Default.aspx?returnurl=%2fPlanbProfessionalAdvisorsb%2fWhyPartnerWithUs.aspx (2016-05-02)
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    Comparison Advisor Toolkit FAQs Discover Impact Initiatives 2016 Spring Inspiration Breakfast Impact Initiatives Town Funds Youth in Philanthropy Summer Institute for Youth Leadership Strengthening MetroWest Stories of Impact Foundation Videos About Our Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Plan Professional Advisors Ways Your Clients Can Give Share Email Facebook Twitter Share Print User Log

    Original URL path: http://www.foundationformetrowest.org/PlanbProfessionalAdvisorsb/WaysYourClientsCanGive/tabid/136/ctl/Login/Default.aspx?returnurl=%2fPlanbProfessionalAdvisorsb%2fWaysYourClientsCanGive.aspx (2016-05-02)
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  • User Log In
    Foundation Comparison Advisor Toolkit FAQs Discover Impact Initiatives 2016 Spring Inspiration Breakfast Impact Initiatives Town Funds Youth in Philanthropy Summer Institute for Youth Leadership Strengthening MetroWest Stories of Impact Foundation Videos About Our Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Plan Professional Advisors Private Foundation Comparison Share Email Facebook Twitter Share Print User Log In

    Original URL path: http://www.foundationformetrowest.org/PlanbProfessionalAdvisorsb/PrivateFoundationComparison/tabid/137/ctl/Login/Default.aspx?returnurl=%2fPlanbProfessionalAdvisorsb%2fPrivateFoundationComparison.aspx (2016-05-02)
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  • Financials & Publications - About: Our Foundation - Foundation for MetroWest
    Employment Volunteering Contact Us Home About Our Foundation Financials Publications Share Email Facebook Twitter Share Print Financials Publications eNewsletters Publications Investment Performance Summaries Form 990 2016 March February January 2015 December November October September August July June May March February January 2014 December November October September August July June May April March February YIP Alumni eNewsletter February January Learn more about the Foundation by reading our current brochure Annual Reports 2014 PDF 232KB 2013 PDF 190KB 2012 PDF 153KB 2011 PDF 324KB 2010 PDF 220KB 2009 PDF 170KB Financial Statements Independent Auditor s Report December 31 2014 and 2013 PDF 568KB Brochures MetroWest Fund for Families PDF 341KB Guide for Giving PDF 220KB Foundation for MetroWest Investment Performance The Foundation s investment portfolio is a thoughtful professionally managed portfolio allocated across the global markets It is very well diversified in terms of its exposure to multiple stocks and bond markets publicly traded real estate commodities and currencies The aim is to have a portfolio that will grow over time while taking reasonable risk given that the investment mix must accommodate the Foundation s expenditures Northern Trust Company manages the Foundation s portfolio Our investment committee comprised primarily of investment industry practitioners and veterans meets regularly to review Northern Trust s performance For a full understanding of the Foundation s for MetroWest s investment performance and strategy please click here for a downloadable PDF Performance as of 3 31 2016 Actual Benchmark 1 Year 3 71 3 77 3 Year 2 99 3 82 5 Year 3 99 4 49 Inception 3 90 3 02 All time periods over 1 year all annualized Inception is June 20 2007 The benchmark is a blend of asset class indices weighted by our target asset allocation 2014 Form 990 2013 Form 990 2012 Form

    Original URL path: http://www.foundationformetrowest.org/AboutbOurFoundationb/FinancialsPublications/tabid/159/LiveTabId/4980/Default.aspx (2016-05-02)
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