Overview
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The Boston Foundation's investment pool supports the organization's philanthropic mission and grantmaking capacity.1
Investment program
- Estimated AUM
- $2.2B as of Jun 30, 20252
- Capital pool
- community foundation endowment / donor-advised funds1
- Investment model
- A variety of in-house professional development opportunities are made available each year to employees of the Boston Foundation.3
- Investment approach
- The Boston Foundation describes a long-term total-return approach emphasizing prudent stewardship, capital appreciation, diversified investments, and impact investing consistent with social responsibility.4
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: infrastructure.5
- Performance
- Not listed yet
- Governance
- The Development Director, HDI will develop and manage a growing philanthropic portfolio for HDI, capture and communicate impact, and support the HDI Board.6
- Investment team
- Investment oversight is delegated by the Board to an Investment Committee, assisted by the CIO and professional investment managers; the organization publishes the committee roster.7
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Needs review
Officer compensation
Reported on IRS Form 990, tax year 2025. Figures are as filed and include reportable compensation from the organization and related organizations plus other compensation. 21 additional officers reported no compensation.
| Name | Title | Total |
|---|---|---|
| M Lee Pelton | President & CEO | $915,854 |
| Kate Guedj | SVP and Chief Phil. Off. | $469,241 |
| George C Wilson | Assistant Treasurer | $461,064 |
| Alfred F Van Ranst Jr | Frmr CFO&Treasurer | $449,166 |
| Brian Douglas | CFO & Treasurer | $428,399 |
| Keith Mahoney | VP, Comm. & Public Affairs | $367,340 |
| Orlando Watkins | VP & Chief Prog. Officer | $362,123 |
| Leigh Gasper | Asst.Sec.& VP | $296,531 |
| Leslie Pine | Mgr Partner, TPI | $289,646 |
| Jane Dixon | VP, HR & Culture and Talent | $281,715 |
| Nalia Bolus | VP&Dir of the Campaign for a Greater Boston | $252,206 |
| Margaret Alexander | Partner, TPI | $245,458 |
| Rupal Dandia | VP Development/Deshpande | $214,000 |
| Soni Gupta | Associate VP Programs | $208,339 |
| Kristen O'Connell | Secretary (1/3/24-11/8/24) | $123,086 |
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (tbf.org)Parent organization overview, Pool purpose, Capital pool · checked Jul 25, 2026
- Form 990 (projects.propublica.org)Estimated AUM · checked Sep 1, 2026
- Job posting (tbf.org)Investment model · checked Jul 25, 2026
- Website (tbf.org)Investment approach · checked Aug 6, 2026
- Job posting (tbf.org)Asset allocation · checked Jul 25, 2026
- Financial statements (tbf.org)Governance · checked Jul 25, 2026
- Other source (tbf.org)Investment team · checked Aug 6, 2026
- Website (tbf.org)Investment office page · checked Jul 25, 2026
Reports and filings
- Existing profile AUM value with source URL https://2025annual.tbf.org/financial-overview.Annual report · checked Jul 25, 2026
- The Development Director, HDI will develop and manage a growing philanthropic portfolio for HDI, capture and communicate impact, and support the HDI Board.Financial statements · checked Jul 25, 2026
- 1708597273 USD total assets per IRS Form 990 for tax period 2023Form 990 · checked Sep 1, 2026
Profile and job sources
- Job posting (tbf.org)Job posting · checked Jul 25, 2026
- Job posting (tbf.org)Job posting · checked Jul 25, 2026
- Other source (tbf.org)Other source · checked Aug 6, 2026
- Website (tbf.org)Website · checked Jul 25, 2026
- Website (tbf.org)Website · checked Jul 25, 2026
- Website (tbf.org)Website · checked Aug 6, 2026
- Website (tbf.org)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026