Updated:
The Boston Foundation
The Boston Foundation is one of the oldest and largest community foundations in the nation. It serves donors who meet their own philanthropic goals while...
The Boston Foundation
The Boston Foundation is one of the oldest and largest community foundations in the nation. It serves donors who meet their own philanthropic goals while contributing to the Foundation's overall strength. The Foundation publishes research, convenes discussions, and creates agendas for change in the region.
General information
Firm type
Endowment / Foundation
Year founded
1915
Location
Region
North America
Country
United States
City
Boston
Corporate office
75 Arlington Street 3rd Floor, Boston, MA 02116, United States
Principals
M. Lee Pelton
President and CEO
George Wilson
Chief Investment Officer
Dwight Poler
Chair of the Board of Directors
Sector focus
Frequently asked questions
Who runs investment decisions at The Boston Foundation?
George Wilson serves as Chief Investment Officer. M. Lee Pelton acts as President and CEO with oversight of overall strategy.
Does The Boston Foundation participate in fund commitments or only direct deals?
The foundation commits to private equity funds including TA Associates, Advent International, Charlesbank, Summit Partners, and Vista Equity Partners. It also holds direct positions in solar projects and affordable housing vehicles.
What asset classes does The Boston Foundation allocate to?
Allocations include public equities through managers such as Adage Capital Partners and Vanguard, private equity at a current 14.51 percent, and real assets within the Balanced Plus Pool.
Where does the underlying wealth come from?
The foundation traces its origins to an endowment established by Charles E. and Charles M. Rogerson in 1915.
How is The Boston Foundation related to its named funds?
It maintains the Asian Community Fund, Latino Equity Fund, Equality Fund, and Business Equity Fund as dedicated vehicles for targeted grantmaking and impact investments.
What investment stages does The Boston Foundation target through its private equity holdings?
Holdings span buyout, growth, and venture strategies via commitments to established managers across multiple fund vintages.
Does The Boston Foundation maintain relationships with external service providers?
It engages KPMG as auditor, State Street Corporation as custodian, Prime Buchholz as investment advisor, and Goodwin Procter as legal counsel.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: