Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
YAWKEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)990 WASHINGTON STREET NO 315
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DEDHAM, MA02026
A Employer identification number

13-2890749
B Telephone number (see instructions)

(781) 329-7470
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$74,764,411J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,848 5,848  
4 Dividends and interest from securities... 1,006,225 1,006,225  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,304,681
b Gross sales price for all assets on line 6a 19,795,166
7 Capital gain net income (from Part IV, line 2)... 2,098,776
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 9,989 393,746 0
12 Total. Add lines 1 through 11........ 3,326,743 3,504,595 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 228,987 91,595 0 137,392
14 Other employee salaries and wages...... 85,513 34,205 0 51,308
15 Pension plans, employee benefits....... 167,572 67,029 0 100,543
16a Legal fees (attach schedule)......... Click to see attachment 8,442 3,377 0 5,065
b Accounting fees (attach schedule)....... Click to see attachment 44,789 17,916 0 26,873
c Other professional fees (attach schedule).... Click to see attachment 294,901 258,772 0 36,129
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 96,315 30,311 0 0
19 Depreciation (attach schedule) and depletion... 4,804 1,922 0
20 Occupancy.............. 32,260 12,904 0 19,356
21 Travel, conferences, and meetings....... 2,229 1,029 0 1,193
22 Printing and publications.......... 217 87 0 130
23 Other expenses (attach schedule)....... Click to see attachment 55,094 13,970 0 41,123
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,021,123 533,117 0 419,112
25 Contributions, gifts, grants paid....... 899,309 899,309
26 Total expenses and disbursements. Add lines 24 and 25 1,920,432 533,117 0 1,318,421
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,406,311
b Net investment income (if negative, enter -0-) 2,971,478
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 160,841 102,950 102,950
2 Savings and temporary cash investments......... 7,488,777 616,451 616,451
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 50,766,801 Click to see attachment57,330,726 57,330,726
c Investments—corporate bonds (attach schedule)....... 4,556,327 Click to see attachment15,110,233 15,110,233
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,832,148 0 0
14 Land, buildings, and equipment: basis bullet1,604,051
Less: accumulated depreciation (attach schedule) bullet   1,604,051 1,604,051 1,604,051
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,408,945 74,764,411 74,764,411
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 57,408,945 64,764,411
25 Net assets with donor restrictions............ 10,000,000 10,000,000
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 67,408,945 74,764,411
30 Total liabilities and net assets/fund balances (see instructions). 67,408,945 74,764,411
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
67,408,945
2
Enter amount from Part I, line 27a .....................
2
1,406,311
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,949,155
4
Add lines 1, 2, and 3 ..........................
4
74,764,411
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
74,764,411
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b FOREIGN CURRENCY LOSS P    
c IR&M LONG GOVT CREDIT FUND P 2015-07-02  
d PARAMETRIC LIQUID ALT FUND P 2017-09-28 2020-06-15
e IR&M CORE BOND FUND II P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,720,760 0 13,885,519 1,835,241
b     66 -66
c 287,870 0   287,870
d   0 207,668 -207,668
e 183,399 0   183,399
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,835,241
b       -66
c       287,870
d       -207,668
e       183,399
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,098,776
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 41,304
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 41,304
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 41,304
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 35,503
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,503
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 802
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, MA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.YAWKEYFOUNDATIONS.ORG
    14
    The books are in care ofbulletHIRUT M GEWE CPA Telephone no.bullet (781) 468-9961

    Located atbullet990 WASHINGTON STREET - SUITE 315DEDHAMMA ZIP+4bullet020266719
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN L HARRINGTON BOARD CHAIR / TRUSTEE
    4.00     		0 3,372 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    WILLIAM B GUTFARB TRUSTEE
    3.00     		0 3,728 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    MAUREEN H BLEDAY CHIEF EXECUTIVE OFFICER
    10.00     		74,844 38,555 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    JUSTIN P MORREALE TRUSTEE
    3.00     		0 0 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    JOHN M REDMOND COO / CFO & TREASURER
    10.00     		49,896 22,154 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    JOHN A DESISTO CHIEF INVESTMENT OFFICER
    10.00     		59,697 28,703 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    ALICIA K VERITY CHIEF PROGRAMS OFFICER & SECRETARY
    10.00     		44,550 8,218 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    VAUGHAN NELSON INVESTMENT MANAGEMENT PORTFOLIO MANAGEMENT SERVICES 85,234
    600 TRAVIS SUITE 3800
    HOUSTON,TX770023071
    STATE STREET BANK AND TRUST INVESTMENT CUSTODIAL SERVICES 53,634
    801 PENNSYLVANIA
    KANSAS CITY,MO64105
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE FOUNDATION MADE DIRECT PAYMENTS FOR RENOVATION AND REPAIRS COSTS INCURRED FOR THE TOM YAWKEY WILD LIFE CENTER. 15,891
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    62,520,929
    b
    Average of monthly cash balances.......................
    1b
    254,818
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,090,884
    d
    Total (add lines 1a, b, and c).........................
    1d
    63,866,631
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    63,866,631
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    957,999
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    62,908,632
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,145,432
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,145,432
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    41,304
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    41,304
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,104,128
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,104,128
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,104,128
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,318,421
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,318,421
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,318,421
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,104,128
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,631,295
    b From 2016......  
    c From 2017......  
    d From 2018...... 94,245
    e From 2019...... 79,417
    fTotal of lines 3a through e........ 2,804,957
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,318,421
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,318,421
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 1,785,707 1,785,707
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,019,250
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		845,588
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		173,662
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 94,245
    d Excess from 2019.... 79,417
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIKEN LAND CONSERVANCY
    PO BOX 3096
    AIKEN,SC29802     		NONE PC LAND CONSERVATION PROGRAMS 12,500
    ASSOCIATION OF SMALL FOUNDATIONS
    1720 N STREET NW
    WASHINGTON,DC20036     		NONE PC NATIONAL GRANT MAKER'S ORGANIZATION 4,235
    BUZZARDS BAY COALITION INC
    114 FRONT STREET
    NEW BEDFORD,MA02740     		NONE PC RESTORATION AND PROTECTION OF THE BUZZARDS BAY WATERSHED 10,000
    FRIENDS OF THE ANIMAL SHELTER INC
    PO BOX 2207
    AIKEN,SC29802     		NONE PC BUILDING PROJECT 12,500
    HELPING HANDS AND HOOVES
    PO BOX 1315
    MATTAPOISETT,MA02739     		NONE PC THERAPEUTIC RIDING PROGRAMS 5,000
    HITCHCOCK WOODS FOUNDATION
    PO BOX 1702
    AIKEN,SC29802     		NONE PC LAND CONSERVATION PROGRAMS 12,500
    MATTAPOISETT LAND TRUST INC
    PO BOX 31
    MATTAPOISETT,MA02739     		NONE PC LAND CONSERVATION PROGRAMS 10,000
    NATURE CONSERVANCY
    1417 STUART ENGALS BLVD STE 100
    MT PLEASANT,SC29464     		NONE PC LAND CONSERVATION PROGRAMS 12,500
    PAN MASSACHUSETTS CHALLENGE TRUST
    77 4TH AVE
    NEEDHAM,MA02494     		NONE PC CAPACITY BUILDING FOR PAN-MASS CHALLENGE KIDS RIDES FOR CANCER RESEARCH 125,000
    PEAK GRANTMAKING INC
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006     		NONE PC NATIONAL GRANTMAKERS ORGANIZATION 1,152
    ROUND THE BEND FARM INC
    92 ALLEN NECK RD
    SOUTH DARTMOUTH,MA02748     		NONE PC EDUATIONAL AND CONSERVATION PROGRAMS 25,000
    SOUTH CAROLINA DEPARTMENT OF NATURAL RESOURCES
    1000 ASSEMBLY STREET
    COLUMBIA,SC29202     		NONE GOV TOM YAWKEY WILDLIFE CENTER CONSERVATION 418,922
    ST SEBASTIAN'S SCHOOL INC
    1191 GREENDALE AVENUE
    NEEDHAM,MA02492     		NONE PC RENOVATION AND INSTALLATION OFBASEBALL FIELD 200,000
    TRUSTEES OF BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA024673934     		NONE PC BASEBALL/SOFTBALL COMPLEX 50,000
    Total .................................bullet 3a 899,309
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 5,848  
    4 Dividends and interest from securities....     14 1,006,225  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,304,681  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSECURITY LITIGATION INCOME     		    01 2,299  
    bMISC. INCOME     01 7,690  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,326,743 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,326,743
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ERNST & YOUNG LLP 42,294 16,918 0 25,376
    CARON & BLETZER, PLLC 2,495 998 0 1,497

    TY 2020 GeneralExplanationAttachment
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Identifier Return Reference Explanation
    CONSERVATION LAND - $1,604,051 PART II, LINE 14 IN 1991, THE FOUNDATION PURCHASED REAL ESTATE KNOWN AS BLACKOUT PLANTATION, WHICH IS SURROUNDED BY THE YAWKEY WILDLIFE CENTER IN SOUTH CAROLINA. THE PURCHASED PROPERTY IS CARRIED AT ITS ORIGINAL PURCHASE PRICE OF $795,575, AND IS BEING HELD FOR CONSERVATION PURPOSES AS AN INTEGRAL PART OF THE YAWKEY WILDLIFE CENTER.IN JUNE 2002, THE FOUNDATION RECEIVED A CONTRIBUTION OF AN UNDIVIDED TWO-THIRDS INTEREST IN CERTAIN REAL ESTATE KNOWN AS CAT ISLAND PLANTATION, WHICH IS SURROUNDED BY THE YAWKEY WILDLIFE CENTER IN SOUTH CAROLINA. THE CONTRIBUTION WAS MADE BY THE NATURE CONSERVANCY AND IS CARRIED AT $808,476 WHICH EQUALS ITS FAIR MARKET VALUE AS OF THE DATE OF THE CONTRIBUTION.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Name of Bond End of Year Book Value End of Year Fair Market Value
    IR+M CORE BOND FUND II 11,455,383 11,455,383
    IR+M LONG GOVERNMENT CREDIT FUND 3,654,850 3,654,850

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 85,621 85,621
    ACCENTURE PLC CL A 190,161 190,161
    AGILENT TECHNOLOGIES INC 88,868 88,868
    ALLEGION PLC 101,833 101,833
    ALLIANT ENERGY CORP 96,619 96,619
    ALLSTATE CORP 213,484 213,484
    ALLSTATE CORP 148,406 148,406
    AMEREN CORPORATION 102,805 102,805
    AMEREN CORPORATION 80,012 80,012
    AMERICAN ELECTRIC POWER 102,006 102,006
    AMETEK INC 256,998 256,998
    ANALOG DEVICES INC 189,538 189,538
    ANALOG DEVICES INC 110,798 110,798
    APPLE INC 400,060 400,060
    ARAMARK 137,566 137,566
    ARES MANAGEMENT CORP A 111,744 111,744
    ARTHUR J GALLAGHER + CO 108,246 108,246
    AT+T INC 92,981 92,981
    ATHENE HOLDING LTD CLASS A 255,605 255,605
    AUTOMATIC DATA PROCESSING 144,308 144,308
    AVALONBAY COMMUNITIES INC 51,177 51,177
    AVANTOR INC 366,654 366,654
    AVERY DENNISON CORP 71,506 71,506
    AVERY DENNISON CORP 112,455 112,455
    AXALTA COATING SYSTEMS LTD 194,140 194,140
    BANK OF AMERICA CORP 337,714 337,714
    BANK OF N.T. BUTTERFIELD+SON 142,557 142,557
    BAXTER INTERNATIONAL INC 85,696 85,696
    BEST BUY CO INC 59,375 59,375
    BLACKROCK INC 139,979 139,979
    BOOZ ALLEN HAMILTON HOLDINGS 50,129 50,129
    BRIGHTSPHERE INVESTMENT GROU 202,922 202,922
    BRISTOL MYERS SQUIBB CO 183,733 183,733
    BROADCOM INC 350,718 350,718
    CACI INTERNATIONAL INC CL A 246,837 246,837
    CDW CORP/DE 69,190 69,190
    CENTENE CORP 84,042 84,042
    CHECK POINT SOFTWARE TECH 53,164 53,164
    CHEVRON CORP 254,195 254,195
    CHUBB LTD 231,650 231,650
    CISCO SYSTEMS INC 323,722 323,722
    CITRIX SYSTEMS INC 74,808 74,808
    CMC MATERIALS INC 105,910 105,910
    CME GROUP INC 141,453 141,453
    CMS ENERGY CORP 84,438 84,438
    CMS ENERGY CORP 51,859 51,859
    COMCAST CORP CLASS A 373,560 373,560
    CONOCOPHILLIPS 71,302 71,302
    CONSTELLATION BRANDS INC A 243,146 243,146
    CONSTELLIUM SE 229,086 229,086
    COOPER COS INC/THE 163,494 163,494
    CRANE CO 333,938 333,938
    CROWN CASTLE INTL CORP 82,301 82,301
    CROWN HOLDINGS INC 232,965 232,965
    CUMMINS INC 104,239 104,239
    CYRUSONE INC 140,814 140,814
    DEERE + CO 130,758 130,758
    DIGITAL REALTY TRUST INC 156,391 156,391
    DOLLAR GENERAL CORP 73,605 73,605
    DTE ENERGY COMPANY 70,782 70,782
    DUKE ENERGY CORP 38,272 38,272
    EATON CORP PLC 121,341 121,341
    EBAY INC 149,544 149,544
    ELI LILLY + CO 204,972 204,972
    ENTEGRIS INC 146,553 146,553
    EOG RESOURCES INC 70,017 70,017
    ESSENT GROUP LTD 52,920 52,920
    EVERGY INC 159,591 159,591
    EVERSOURCE ENERGY 105,023 105,023
    EXTRA SPACE STORAGE INC 78,785 78,785
    FIDELITY NATIONAL INFO SERV 96,193 96,193
    FIRST AMERICAN FINANCIAL 183,287 183,287
    FMC CORP 226,987 226,987
    GILEAD SCIENCES INC 55,172 55,172
    GLOBAL PAYMENTS INC 155,102 155,102
    GRAND CANYON EDUCATION INC 104,749 104,749
    HERSHEY CO/THE 79,059 79,059
    HOLOGIC INC 78,292 78,292
    HOME DEPOT INC 337,869 337,869
    HONEYWELL INTERNATIONAL INC 315,009 315,009
    HUBBELL INC 258,704 258,704
    IAA INC 230,679 230,679
    INTL BUSINESS MACHINES CORP 270,894 270,894
    IQVIA HOLDINGS INC 210,525 210,525
    ISHARES MSCI ALL COUNTRY ASIA 3,255,342 3,255,342
    JOHNSON + JOHNSON 496,219 496,219
    JPMORGAN CHASE + CO 431,911 431,911
    KEYSIGHT TECHNOLOGIES IN 184,926 184,926
    KIMBERLY CLARK CORP 133,212 133,212
    KLA CORP 232,760 232,760
    LAM RESEARCH CORP 291,863 291,863
    LAUREATE EDUCATION INC A 99,372 99,372
    LESLIE S INC 205,350 205,350
    LOCKHEED MARTIN CORP 306,703 306,703
    LYONDELLBASELL INDU CL A 233,733 233,733
    MARSH + MCLENNAN COS 227,214 227,214
    MAXIMUS INC 117,104 117,104
    MCDONALD S CORP 130,250 130,250
    MEDTRONIC PLC 204,761 204,761
    MERCK + CO. INC. 365,891 365,891
    MICROSOFT CORP 520,018 520,018
    MONDELEZ INTERNATIONAL INC A 88,582 88,582
    MOTOROLA SOLUTIONS INC 331,617 331,617
    NASDAQ INC 122,785 122,785
    NEW RESIDENTIAL INVESTMENT 85,236 85,236
    NEXSTAR MEDIA GROUP INC CL A 354,868 354,868
    NEXTERA ENERGY INC 142,342 142,342
    NORTHERN TRUST CORP 153,774 153,774
    NORTHROP GRUMMAN CORP 90,197 90,197
    NVENT ELECTRIC PLC 290,543 290,543
    OSHKOSH CORP 249,603 249,603
    OTIS WORLDWIDE CORP 302,286 302,286
    PACKAGING CORP OF AMERICA 40,546 40,546
    PACWEST BANCORP 86,360 86,360
    PARKER HANNIFIN CORP 139,746 139,746
    PEPSICO INC 201,540 201,540
    PERFORMANCE FOOD GROUP CO 232,099 232,099
    PHILIP MORRIS INTERNATIONAL 160,778 160,778
    PHILLIPS 66 73,787 73,787
    PINNACLE WEST CAPITAL 37,176 37,176
    PIONEER NATURAL RESOURCES CO 224,932 224,932
    PNC FINANCIAL SERVICES GROUP 209,792 209,792
    PROCTER + GAMBLE CO/THE 289,967 289,967
    RAYMOND JAMES FINANCIAL INC 255,917 255,917
    REINSURANCE GROUP OF AMERICA 185,440 185,440
    RINGCENTRAL INC CLASS A 81,478 81,478
    SOLARWINDS CORP 71,760 71,760
    SONOCO PRODUCTS CO 76,610 76,610
    SYNCHRONY FINANCIAL 85,907 85,907
    T ROWE PRICE GROUP INC 149,876 149,876
    TARGET CORP 341,938 341,938
    TCF FINANCIAL CORP 248,959 248,959
    TE CONNECTIVITY LTD 91,165 91,165
    TERMINIX GLOBAL HOLDINGS INC 177,259 177,259
    TEXAS INSTRUMENTS INC 305,774 305,774
    TIMKEN CO 363,592 363,592
    TRANE TECHNOLOGIES PLC 218,465 218,465
    UNION PACIFIC CORP 363,968 363,968
    UNITED PARCEL SERVICE CL B 135,056 135,056
    UNITEDHEALTH GROUP INC 212,862 212,862
    US BANCORP 153,840 153,840
    VANGUARD DEVELOPED MARKETS IND 8,908,647 8,908,647
    VANGUARD EMERGING MARKETS STOC 6,557,606 6,557,606
    VANGUARD GROWTH INDEX FUND 12,219,352 12,219,352
    VERIZON COMMUNICATIONS INC 188,588 188,588
    VISTRA CORP 293,917 293,917
    WALMART INC 173,412 173,412
    WASTE MANAGEMENT INC 157,790 157,790
    WEC ENERGY GROUP INC 116,142 116,142
    WILLSCOT MOBILE MINI HOLDING 338,861 338,861
    WPX ENERGY INC 185,820 185,820
    XCEL ENERGY INC 101,938 101,938

    TY 2020 LegalFeesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MORGAN LEWIS & BROCKIUS LLP 8,274 3,310 0 4,964
    PATTERSON, BELKNAP, WEBB & TYLER LLP 168 67 0 101


    TY 2020 OtherExpensesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    D & O INSURANCE 13,820 5,528 0 8,292
    FILING FEES 2,133 853 0 1,280
    PUBLICATIONS & SUBSCRIPTIONS 450 180 0 270
    TELEPHONE 1,494 598 0 896
    POSTAGE & SHIPPING 374 150 0 224
    MEMBERSHIP DUES 765 306 0 459
    TOM YAWKEY WILDLIFE CENTER REPAIRS 15,891 0 0 15,891
    OFFICE & GENERAL SUPPLIES 2,462 985 0 1,477
    BANK FEES 228 91 0 137
    OTHER MISCELLANEOUS EXPENSES 1,210 484 0 725
    EQUIPMENT RENTAL 851 340 0 511
    EQUIPMENT & FURNITURE MAINTENANCE AND REPAIRS 686 274 0 412
    MAINTENANCE AGREEMENTS 13,310 3,613 0 9,697
    PROFESSIONAL DEVELOPMENT AND TRAINING 1,420 568 0 852


    TY 2020 OtherIncomeSchedule2
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    IR&M LONG GOV'T FD INCOME   101,297 0
    PARAMETRIC LIQUID ALT FD INCOME   11,298 0
    IR&M CORE BOND FUND II LLC   271,162 0
    SECURITY LITIGATION INCOME 2,299 2,299 0
    MISC. INCOME 7,690 7,690 0


    TY 2020 OtherIncreasesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Description Amount
    NET CHANGE IN UNREALIZED VALUE OF INVESTMENTS 5,949,155


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE STREET GLOBAL SVCS 53,634 53,634 0 0
    COLUMBIA THREADNEEDLE 38,994 38,994 0 0
    DIMEO SCHNEIDER & ASSOCIATES, LLC 30,566 30,566 0 0
    INCOME RESEARCH & MGMT 26,256 26,256 0 0
    VAUGHAN NELSON 85,234 85,234 0 0
    TERAKEET LLC 20,000 8,000 0 12,000
    METROCREATE STUDIOS, LLC 8,422 3,369 0 5,053
    BDO USA, LLP 8,244 3,298 0 4,946
    OPERATIONS CONSULTING 7,663 3,065 0 4,598
    ACCOUNTING & FINANCE CONSULTING 7,663 3,065 0 4,598
    CRAMER PRODUCTION COMPANY INC 2,869 1,148 0 1,721
    ACTUARY 2,317 927 0 1,390
    COGHLIN NETWORK SERVICES, INC. 872 349 0 523
    ADP, INC. 520 208 0 312
    WEBER SHANDWICK WORLDWIDE 441 176 0 265
    DATASYS CORPORATION 339 136 0 203
    SOURCE LOCAL, INC. 316 126 0 190
    MIA MORAN - PUBLIC RELATIONS 294 118 0 176
    HUMAN RESOURCES CONCEPTS, LLC 257 103 0 154


    TY 2020 TaxesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID AND WITHHELD 30,311 30,311 0 0
    FEDERAL TAXES PAID 66,004 0 0 0