Greater Worcester Community Foundation, Inc.

Greater Worcester Community Foundation, Inc.

Greater Worcester Community Foundation, Inc.

Overview
Date Founded

1975

Headquarters

370 Main Street,Suite 650,Worcester, MA 01608-1738

Charitable Causes

Community Foundations

Employees (Worldwide)

12

Industries

Other Business & Consulting Services
Social Interest

Company Description

Founded in 1975, the Greater Worcester Community Foundation, Inc. is a public charitable corporation located in Worcester, Massachusetts.The Greater Worcester Community Foundation's asset allocation policy is designed to preserve and grow principal over the long-term. The Investment Committee reviews performance evaluation data and selects managers for each asset class, based on guidance from independent consultants Prime Buchholz & Associates. The Foundation's asset allocation policy provides a disciplined approach to investments to ensure that funds will be available to address both immediate and future community needs.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Treasurer

Professional

Vice President of Donor Services

Vice President for Program

Program Associate

Investment Consultant, Prime Buchholz

Scholarship Program Manager

Office Manager

Board of Directors

Professional at Carolyn & June Designs

Attorney at Fletcher Tilton PC

President at American Antiquarian Society (AAS)

Assistant Vice President, Government & Community Relations at Worcester Polytechnic Institute

Community Benefits at UMass Memorial Health Care, Inc.

Professional at Bowditch & Dewey LLP

Member, Board of Directors at Greater Worcester Community Foundation, Inc.

Member, Board of Directors at Greater Worcester Community Foundation, Inc.

Former At-Large at Greater Worcester Community Foundation, Inc.

President at Bartholomew & Company, Inc.

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Greater Worcester Community Foundation, Inc.
Advisors & Consultants
Investment Manager

ACM manages the Adage Capital Partners Fund (ACP). The firm seeks to achieve its objective through stock selection based primarily on intra-industry fundamental analysis with a dedicated focus on intra-industry valuation methodologies. Primary research is a central component of their investment process. ACM utilizes a staff of portfolio managers and equity analysts dedicated to tracking specific sectors represented within the Index that utilize a stock valuation methodology designed for each specific sector in selecting the investments of ACP. The firm currently utilizes one non-industry specific analyst, focusing on risk arbitrage opportunities for ACP. They may employ additional analysts and/or portfolio managers in the future, focusing on non-industry specific methodologies for identifying investments for ACP, and in connection with such methodologies ACM may cause ACP engage in additional types of investments, such as leveraged trading and/or risk arbitrage or other event driven trading.

Key Stats and Financials As of 2016
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$4.29M
Non-Profit Donations & Grants
Non-Profit Donations & Grants Received
$2,500 - $4,999
2015
$2,500 - $4,999
2015
$2,500 - $4,999
2015
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