Financial Information
Founded in 1915, the Boston Foundation is one of the largest community foundations in the nation, with net assets of some $1.7 billion. The Foundation is proud to be a partner in philanthropy, with nearly 1,000 separate charitable funds established by donors either for the general benefit of the community or for special purposes. The Foundation makes its most recent tax returns and financial statements available here.
Financial Statements and Tax Forms
FY2023
Consolidated Financial Statements with Independent Auditors Report: June 30, 2023
Tax Returns
Will be posted when available: May 2024
FY2022
Consolidated Financial Statements with Independent Auditors Report: June 30, 2022
Tax Returns
FY2021
Consolidated Financial Statements with Independent Auditors Report: June 30, 2021
Tax Returns
FY2020
Consolidated Financial Statements with Independent Auditors Report: June 30, 2020
Tax Returns
Forms and Certificates
The following section contains a number of regularly requested financial forms and certifications. For forms related to opening and managing funds with the Boston Foundation, visit our Donors section, or the Donor Portal.
Click on the links below to view these forms:
Our Form W-9, dated December 2022 (pdf)
Our Massachusetts Sales Tax Exemption Form ST-2 (pdf)
Our tax-exempt status letter from the Internal Revenue Service
Our Certificate for Solicitation from the Massachusetts Office of the Attorney General.
Information on our charitable solicitation registration in other states
View our Certificate of Good Standing and/or tax compliance
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The most recent investment performance for the Fund for the 21st Century