Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
HIGHLAND STREET CONNECTION
AND SUBSIDIARIES
Number and street (or P.O. box number if mail is not delivered to street address)2223 WASHINGTON STREET 104
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON, MA02462
A Employer identification number

04-3048298
B Telephone number (see instructions)

(617) 969-8900
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$101,660,616J Accounting method:
 
(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 50,225 50,225  
4 Dividends and interest from securities... 1,393,218 1,393,218  
5a Gross rents............ 1 1  
b Net rental income or (loss) -28,373
6a Net gain or (loss) from sale of assets not on line 10 4,271,089
b Gross sales price for all assets on line 6a 6,405,217
7 Capital gain net income (from Part IV, line 2)... 4,271,089
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 553,124 553,124  
12 Total. Add lines 1 through 11........ 6,267,657 6,267,657  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 413,979 0   413,979
14 Other employee salaries and wages...... 438,367 48,000   390,367
15 Pension plans, employee benefits....... 78,516 0   78,516
16a Legal fees (attach schedule)......... Click to see attachment 2,000 0   2,000
b Accounting fees (attach schedule)....... Click to see attachment 211,140 126,684   84,456
c Other professional fees (attach schedule).... Click to see attachment 431,091 431,091   0
17 Interest............... 371,090 19,818   351,272
18 Taxes (attach schedule) (see instructions)... Click to see attachment 213,619 114,751   47,628
19 Depreciation (attach schedule) and depletion... Click to see attachment 706 0  
20 Occupancy.............. 145,239 0   145,239
21 Travel, conferences, and meetings....... 1,289 0   1,289
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 993,123 529,126   422,127
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,300,159 1,269,470   1,936,873
25 Contributions, gifts, grants paid....... 3,511,005 3,511,005
26 Total expenses and disbursements. Add lines 24 and 25 6,811,164 1,269,470   5,447,878
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -543,507
b Net investment income (if negative, enter -0-) 4,998,187
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 894,813 595,563 595,563
2 Savings and temporary cash investments......... 4,080,659 4,934,381 4,934,382
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.......... 25,281 25,281 25,281
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,812,263 Click to see attachment9,092,167 15,715,207
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 5,000,000 4,467,532 4,467,532
13 Investments—other (attach schedule).......... 19,255,633 Click to see attachment22,743,353 26,058,425
14 Land, buildings, and equipment: basis bullet1,016,426
Less: accumulated depreciation (attach schedule) bullet348,285 668,847 Click to see attachment668,141 668,141
15 Other assets (describe bullet) Click to see attachment36,312,510 Click to see attachment33,393,048 Click to see attachment49,196,085
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 74,050,006 75,919,466 101,660,616
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)...... 10,172,000 Click to see attachment12,586,000
22 Other liabilities (describe bullet) Click to see attachment3,572 Click to see attachment2,539
23 Total liabilities (add lines 17 through 22)......... 10,175,572 12,588,539
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...........    
25 Net assets with donor restrictions............    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 63,874,434 63,330,927
29 Total net assets or fund balances (see instructions)..... 63,874,434 63,330,927
30 Total liabilities and net assets/fund balances (see instructions). 74,050,006 75,919,466
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
63,874,434
2
Enter amount from Part I, line 27a .....................
2
-543,507
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
63,330,927
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
63,330,927
Form 990-PF (2021)
Form 990-PF (2021)
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 ALCION REAL ESTATE PARTNERS II P   2021-12-31
b ALCION REAL ESTATE PARTNERS III P   2021-12-31
c 1607 CAPITAL PARTNERS P   2021-12-31
d AXION ASIA IV P   2021-12-31
e ADVANCED TECHNOLOGY VENTURES VII P   2021-12-31
BOSTON PARTNERS LARGE CAP P   2021-12-31
BROAD RUN FOCUS P   2021-12-31
CA RESOURCES BAIN EUROPE III P   2021-12-31
CA RESOURCES BAIN FUND VI P   2021-12-31
CA RESOURCES BAIN FUND XIV P   2021-12-31
CENTERBRIDGE CAPITAL PARTNERS P   2021-12-31
CERBERUS PARTNERS V P   2021-12-31
COMMONFUND INTERNATIONAL VI P   2021-12-31
COMMONFUND PRIVATE EQUITY V P   2021-12-31
COMMONFUND VENTURE PARTNERS VIII P   2021-12-31
COMMONFUND VENTURE PARTNERS VI P   2021-12-31
COMMONFUND PRIVATE EQUITY VI P   2021-12-31
COMMONFUND VENTURE PARTNERS VII P   2021-12-31
COMMONFUND VENTURE PARTNERS IX P   2021-12-31
COMMONFUND VENTURE PARTNERS X P   2021-12-31
COMMONFUND VENTURE PARTNERS XI P   2021-12-31
ENERVEST ENERGY XI-B P   2021-12-31
ENERVEST ENERGY XIII-C P   2021-12-31
DOUBLELINE TOTAL RETURN BOND P   2021-12-31
DUNE REAL ESTATE II P   2021-12-31
DUNE REAL ESTATE III P   2021-12-31
ENCAP ENERGY CAPITAL FUND VIII-B P   2021-12-31
ENERVEST ENERGY XII-C P   2021-12-31
FIRST RESERVE XI P   2021-12-31
FIRST RESERVE XII P   2021-12-31
FIVE ELMS III B P   2021-12-31
GQG PARTNERS P   2021-12-31
GREEN COURT P   2021-12-31
GREENFIELD ACQUISITION PARTNERS V P   2021-12-31
GREENFIELD LAND PARTNERS P   2021-12-31
IR&M P   2021-12-31
KLINE HILL FUND LP P   2021-12-31
KSL CAPITAL PARTNERS P   2021-12-31
LEXINGTON CAPITAL PARTNERS VI-A P   2021-12-31
LEXINGTON CAPITAL PARTNERS VII P   2021-12-31
LL MORTGAGE FUND LP P   2021-12-31
MERCED PARTNERS II P   2021-12-31
MERCED PARTNERS IV P   2021-12-31
NATURAL GAS PARTNERS IX P   2021-12-31
PAG CA PARTNERS LP P   2021-12-31
PATRON CAPITAL III P   2021-12-31
PARTHENON II P   2021-12-31
POMONA VIII P   2021-12-31
PARK STREET CAPITAL PRIVATE EQUITY V P   2021-12-31
PARK STREET CAPITAL PRIVATE EQUITY VI P   2021-12-31
RESILIENCE FUND III P   2021-12-31
SANKATY IV P   2021-12-31
SANDS CAPITAL MANAGEMENT P   2021-12-31
SHORENSTEIN NINE REIT P   2021-12-31
SILCHESTER INTERNATIONAL P   2021-12-31
SPECIAL OPPORTUNITIES III P   2021-12-31
TAILWATER P   2021-12-31
TIFF PARTNERS IV P   2021-12-31
VANGUARD EMERGING MARKETS P   2021-12-31
VANGUARD TOTAL BOND MARKET P   2021-12-31
SUSTAINABLE VISION RIDGE P   2021-12-31
WESTWOOD WGI EMERGING MARKETS P   2021-12-31
WLR RECOVERY FUND V P   2021-12-31
(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     360 -360
b 105     105
c 68,676     68,676
d 391,124     391,124
e 64     64
599,153     599,153
127,997     127,997
50,025     50,025
    124,750 -124,750
50,361     50,361
120,338     120,338
9,263     9,263
161,029     161,029
    45,222 -45,222
259,841     259,841
2,830     2,830
6,812     6,812
170,724     170,724
252,544     252,544
881,645     881,645
297,844     297,844
    672,495 -672,495
    332,735 -332,735
    55,555 -55,555
118,630     118,630
31,063     31,063
    5,455 -5,455
    358,909 -358,909
    20,941 -20,941
    169,922 -169,922
459,636     459,636
    101,546 -101,546
82,047     82,047
    24,025 -24,025
    44,169 -44,169
    35,216 -35,216
61,642     61,642
94,843     94,843
    91,940 -91,940
74,019     74,019
14,188     14,188
4,587     4,587
72,076     72,076
7,333     7,333
1,757     1,757
    2,412 -2,412
85,003     85,003
67,391     67,391
    2,201 -2,201
    27,558 -27,558
3,417     3,417
11,998     11,998
567,552     567,552
    1,980 -1,980
404,163     404,163
152,514     152,514
    1,722 -1,722
    678 -678
266,332     266,332
    14,337 -14,337
242,151     242,151
82,486     82,486
50,014     50,014
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       -360
b       105
c       68,676
d       391,124
e       64
      599,153
      127,997
      50,025
      -124,750
      50,361
      120,338
      9,263
      161,029
      -45,222
      259,841
      2,830
      6,812
      170,724
      252,544
      881,645
      297,844
      -672,495
      -332,735
      -55,555
      118,630
      31,063
      -5,455
      -358,909
      -20,941
      -169,922
      459,636
      -101,546
      82,047
      -24,025
      -44,169
      -35,216
      61,642
      94,843
      -91,940
      74,019
      14,188
      4,587
      72,076
      7,333
      1,757
      -2,412
      85,003
      67,391
      -2,201
      -27,558
      3,417
      11,998
      567,552
      -1,980
      404,163
      152,514
      -1,722
      -678
      266,332
      -14,337
      242,151
      82,486
      50,014
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 4,271,089
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 69,475
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 69,475
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 46,956
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 96,956
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 27,481
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet27,481 RefundedBullet 11 0
Part VI-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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA, CA, FL, GA, IL, NY, VA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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.HIGHLANDSTREET.ORG
    14
    The books are in care ofbulletHIGHLAND STREET CONNECTION Telephone no.bullet (617) 969-8900

    Located atbullet2223 WASHINGTON STREETNEWTONMA ZIP+4bullet02462
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    JOANN MCGRATH TRUSTEE
    6.00     		0 0 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    DAVID J MCGRATH III TRUSTEE
    8.00     		0 0 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    SEAN P MCGRATH TRUSTEE
    8.00     		0 0 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    BLAKE JORDAN EXECUTIVE DIRECTOR
    40.00     		413,979 18,052 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    MICHAEL KEATING TRUSTEE
    8.00     		0 0 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    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
    NOREEN MCMAHON SENIOR DIRECTOR OF P
    40.00     		149,527 8,972 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    MEREDITH SCOTT OPERATIONS MANAGER
    40.00     		94,892 12,312 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    LINDA MUIR-ROBINSON ACCOUNTING MANAGER
    40.00     		86,466 11,837 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    BRIAN MCNULTY ASSOC. DIR. OF GRANT
    40.00     		82,599 11,575 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    RANDAL DIVINSKI GRANT OFFICER
    40.00     		18,019 2,316 0
    2223 WASHINGTON STREET
    NEWTON,MA02462
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    CAMBRIDGE ASSOCIATES INVESTMENT ADVISORS 200,000
    PO BOX 412015
    BOSTON,MA022412015
    SEA CLIFF FINANCIAL LLC FINANCIAL ADVISORS 128,640
    138 STANDISH ROAD
    WATERTOWN,MA02472
    SAMET & COMPANY PC ACCOUNTING / TAX 82,500
    1330 BOYLSTON STREET
    CHESTNUT HILL,MA02467
    DAN SALERA CONSULTING 72,000
    174 NEWBURYPORT TURNPIKE PMB392
    ROWLEY,MA01969
    CAROLYN O'BRIEN CONSULTING LLC CONSULTING 55,000
    241 HURON AVENUE
    CAMBRIDGE,MA02138
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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  
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    15,040,038
    b
    Average of monthly cash balances.......................
    1b
    4,535,383
    c
    Fair market value of all other assets (see instructions)................
    1c
    72,102,529
    d
    Total (add lines 1a, b, and c).........................
    1d
    91,677,950
    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
    91,677,950
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,375,169
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    90,302,781
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,515,139
    Part X
    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 IX, line 6..................
    1
    4,515,139
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    69,475
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    69,475
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,445,664
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,445,664
    6
    Deduction from distributable amount (see instructions).................
    6
    532,468
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    3,913,196
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,913,196
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 7,632,228
    b From 2017...... 6,409,083
    c From 2018...... 2,449,780
    d From 2019...... 31,617,619
    e From 2020...... 3,341,280
    f Total of lines 3a through e ........ 51,449,990
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,447,878
    a Applied to 2020, 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 2021 distributable amount..... 3,913,196
    e Remaining amount distributed out of corpus 1,534,682
    5 Excess distributions carryover applied to 2021. 0 0
    (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 52,984,672
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		7,632,228
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		45,352,444
    10 Analysis of line 9:
    a Excess from 2017.... 6,409,083
    b Excess from 2018.... 2,449,780
    c Excess from 2019.... 31,617,619
    d Excess from 2020.... 3,341,280
    e Excess from 2021.... 1,534,682
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    2LIFE COMMUNITIES
    30 WALLINGFORD ROAD
    BRIGHTON,MA021354753     		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000
    ABOUT FRESH
    69 SHIRLEY STREET
    BOSTON,MA02119     		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,000
    ADOPT-A-STUDENT FOUNDATION
    ONE DESIGN CENTER PLACE
    BOSTON,MA02110     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000
    ALMA DEL MAR FOUNDATION
    515 BELLEVILLE AVENUE
    NEW BEDFORD,MA02746     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000
    ALVERNO COLLEGE
    PO BOX 343922
    MILWAUKEE,WI532343922     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    120 WALL STREET 29TH FLOOR
    NEW YORK,NY100054009     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 5,000
    ANNA MARIA COLLEGE
    50 SUNSET LANE
    PAXTON,MA016121106     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 40,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 6,000
    ARCHDIOCESE OF BOSTON
    66 BROOKS DRIVE
    BRAINTREE,MA02184     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 100,000
    ASSOCIATES OF THE BOSTON PUBLIC LIBRARY
    700 BOYLSTON STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITIES FOR COMMUNITY. 6,000
    ATLANTIC WHITE SHARK CONSERVANCY
    235 ORLEANS ROAD
    NORTH CHATHAM,MA026501161     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,500
    BARBARA SINATRA CHILDREN'S CENTER
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA922703235     		NONE PUBLIC CHARITIES FOR MEDICAL. 1,000
    BEACON HILL CIRCLE FOR CHARITY
    PO BOX 313 CHARLES STREET STATION
    BOSTON,MA021140900     		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000
    BEACON HILL CIVIC ASSOCIATION
    74 JOY STREET
    BOSTON,MA021144055     		NONE PUBLIC CHARITIES FOR COMMUNITY. 500
    BEACON HILL GARDEN CLUB
    PO BOX 302 CHARLES STREET STATION
    BOSTON,MA021140900     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 1,000
    BELLESINI ACADEMY
    PO BOX 1021
    LAWRENCE,MA01840     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 43,000
    BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY
    41 BERKELEY STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000
    BERKSHIRE MUSEUM
    39 SOUTH STREET
    PITTSFIELD,MA012016108     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,500
    BETHEL INSTITUTE FOR SOCIAL JUSTICE
    40 WALK HILL STREET
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    BEYOND SOCCER LAWRENCE
    280 MERRIMACK STREET
    LAWRENCE,MA01843     		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000
    BIGHORN GOLF CLUB CHARITIES
    255 PALOWET DRIVE
    PALM DESERT,MA92260     		NONE PUBLIC CHARITIES FOR COMMUNITY. 7,000
    BLUE ANGELS FOUNDATION
    PO BOX 1945
    PENSACOLA,FL325911945     		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500
    BOCH CENTER
    270 TREMONT STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000
    BOSTON CHILDREN'S HOSPITAL TRUST
    401 PARK DRIVE SUITE 602
    BOSTON,MA02215     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 1,000
    BOSTON CHILDREN'S MUSEUM
    308 CONGRESS STREET
    BOSTON,MA02210     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 11,000
    BOSTON CHINATOWN NEIGHBORHOOD CENTER
    885 WASHINGTON STREET
    BOSTON,MA021111415     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 100,000
    BOSTON FOUNDATION
    75 ARLINGTON STREET 10TH FLOOR
    BOSTON,MA02116     		NONE COMMUNITY FOUNDATION FOR COMMUNITY. 30,000
    BOSTON HARBOR NOW
    15 STATE STREET SUITE 1100
    BOSTON,MA02109     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 7,000
    BOSTON MEDICAL CENTER
    ONE BOSTON MEDICAL CENTER PLACE
    BOSTON,MA02118     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 5,000
    BOSTON PUBLIC LIBRARY FUND
    700 BOYLSTON STREET
    BOSTON,MA021162813     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 88,500
    BOSTON SYMPHONY ORCHESTRA
    SYMPHONY HALL 301 MASSACHUSETTS
    AVENUE
    BOSTON,MA02115     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 15,000
    BOYS & GIRLS CLUB OF GREATER BILLERICA
    19 CAMPBELL ROAD
    BILLERICA,MA01821     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,000
    BOYS & GIRLS CLUB OF LAWRENCE
    136 WATER STREET
    LAWRENCE,MA01841     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,000
    BOYS & GIRLS CLUBS OF BOSTON
    200 HIGH STREET SUITE 3B
    BOSTON,MA021103024     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 67,000
    BOYS & GIRLS CLUBS OF COACHELLA VALLEY
    42-600 COOK STREET SUITE 120
    PALM DESERT,CA922115143     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,000
    BREAKTIME
    359 PARK ST
    BOSTON,MA02124     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 20,000
    BRIDGE OVER TROUBLED WATERS
    47 WEST STREET
    BOSTON,MA02111     		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 100,000
    BRIGHTON MARINE
    77 WARREN STREET
    BRIGHTON,MA02135     		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA01845     		NONE SCHOOLS FOR EDUCATIONAL PROGRAMS. 1,000
    BUILD HEALTH INTERNATIONAL
    100 CUMMING CENTER SUITE 120B
    BEVERLY,MA019156105     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 5,000
    BUTTONWOOD PARK ZOO
    425 HAWTHORN STREET
    NEW BEDFORD,MA027401418     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 6,500
    CAMP HARBOR VIEW
    200 CLARENDON STREET FL 60
    BOSTON,MA02116     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 160,000
    CAPE COD CHILDREN'S MUSEUM
    577 GREAT NECK ROAD
    SOUTH MASHPEE,MA026493708     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000
    CAPE COD MUSEUM OF ART
    PO BOX 2034
    DENNIS,MA026385034     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    CARITAS COMMUNITIES INC
    25 BRAINTREE HILL PARK
    BRAINTREE,MA02184     		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000
    CATHOLIC CHARITIES
    275 WEST BROADWAY
    BOSTON,MA02127     		NONE PUBLIC CHARITIES FOR COMMUNITY. 21,000
    CATHOLIC SCHOOLS FOUNDATION
    67 BATTERYMARCH STREET 6TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 75,000
    CHARLESTOWN YOUTH HOCKEY ASSOCIATION
    150 RUTHERFORD AVENUE
    BOSTON,MA02129     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 2,000
    CHELSEA COLLABORATIVE
    318 BROADWAY
    CHELSEA,MA021502808     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    CHILDREN'S DISCOVERY MUSEUM OF THE DESERT
    71-701 GERALD FORD DRIVE
    RANCHO MIRAGE,CA92270     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    CHILDREN'S MUSEUM AT HOLYOKE
    444 DWIGHT STREET
    HOLYOKE,MA010405842     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000
    CHILDREN'S MUSEUM OF GREATER FALL RIVER
    441 NORTH MAIN STREET
    FALL RIVER,MA027202407     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000
    CHP 11-99 FOUNDATION
    3188 AIRWAY AVE SUITE C
    COSTA MESA,CA92626     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    CITIZENS SCHOOL
    1 BEACON STREET 15TH FLOOR
    BOSTON,MA02108     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 35,000
    CLEAR PATH FOR VETERANS NEW ENGLAND
    84 ANTIETAM STREET
    DEVENS,MA01434     		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 10,000
    CLERGY HEALTH AND RETIREMENT TRUST
    66 BROOKS DRIVE
    BRAINTREE,MA021843839     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 15,000
    COLLEGE OF WILLIAM & MARY FOUNDATION
    PO BOX 1693
    WILLIAMSBURG,VA231871693     		NONE SCHOOLS FOR EDUCATIONAL PROGRAMS. 1,000
    COMMONWEALTH SHAKESPEARE COMPANY
    101 ARCH STREET 8TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 6,000
    COMMUNITY FOUNDATION OF SOUTHEASTERN MA
    128 UNION STREET 403
    NEW BEDFORD,MA02740     		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000
    COMMUNITY RESOURCES FOR JUSTICE
    500 HARRISON AVENUE SUITE 1F
    BOSTON,MA021182439     		NONE PUBLIC CHARITIES FOR COMMUNITY. 500
    COMMUNITY SERVINGS
    179 AMORY STREET
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITIES FOR COMMUNITY. 32,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER STREET SUITE 1
    BOSTON,MA021101008     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 1,000
    COR UNUM MEAL CENTER
    118 SOUTH BROADWAY
    LAWRENCE,MA01843     		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000
    CROSSROADS
    119 MYRTLE STREET
    DUXBURY,MA02332     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 55,000
    DENMARK ARTS CENTER
    PO BOX 813
    DENMARK,ME04022     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    DENMARK CHARITABLE FOUNDATION
    DENMARK MUNICIPAL BUILDING
    DENMARK,ME04022     		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,000
    DENMARK HISTORICAL SOCIETY
    PO BOX 803
    DENMARK,ME04022     		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,000
    DENMARK PUBLIC LIBRARY
    121 EAST MAIN STREET PO BOX 50
    DENMARK,ME04022     		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,000
    DIOCESE OF WORCESTER
    49 ELM STREET
    WORCESTER,MA01609     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 1,000
    DOC WAYNE YOUTH SERVICES
    25 KINGSTON STREET FLOOR 4
    BOSTON,MA02111     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 25,000
    EDWARD GOREY HOUSE
    8 STRAWBERRY LANE
    YARMOUTH PORT,MA026751725     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 7,345
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER
    650 LINCOLN STREET
    WORCESTER,MA016052060     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 21,000
    EDWARD M KENNEDY INSTITUTE FOR THE US SENATE
    210 MORRISSEY BLVD
    BOSTON,MA021253314     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000
    EISENHOWER HEALTH FOUNDATION
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA922703221     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 102,500
    ELLIE FUND
    200 RESERVOIR STREET SUITE 300
    NEEDHAM,MA024941278     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 45,000
    ELLIS
    58 BERKELEY STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000
    ENGLISH FOR NEW BOSTONIANS
    105 CHAUNCY STREET 4TH FLOOR
    BOSTON,MA02111     		NONE PUBLIC CHARITIES FOR COMMUNITY. 50,000
    EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM
    340 MAIN STREET SUITE 906
    WORCESTER,MA01608     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 600
    ERIC CARLE MUSEUM OF PICTURE BOOK ART
    125 WEST BAY ROAD
    AMHERST,MA01002     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000
    ESSEX COUNTY COMMUNITY FOUNDATION
    175 ANDOVER STREET SUITE 101
    DANVERS,MA01923     		NONE COMMUNITY FOUNDATION FOR EDUCATIONAL PROGRAMS. 20,000
    EVKIDS
    265 MOUNT VERNON STREET
    DORCHESTER,MA02125     		NONE PUBLIC CHARITIES FOR COMMUNITY. 20,000
    FALMOUTH HISTORICAL SOCIETY
    PO BOX 174
    FALMOUTH,MA02541     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    FAMILIES FIRST PARENTING PROGRAMS
    9 GALEN STREET SUITE 400
    WATERTOWN,MA02472     		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000
    THE FAMILY PANTRY
    133 QUEEN ANNE ROAD
    HARWICH,MA02645     		NONE PUBLIC CHARITIES FOR COMMUNITY. 20,000
    FAMILY SERVICES OF THE MERRIMACK VALLEY
    430 N CANAL STREET
    LAWRENCE,MA01840     		NONE PUBLIC CHARITIES FOR COMMUNITY. 500
    FATHER BILL'S & MAINSPRING
    430 BELMONT STREET
    BROCKTON,MA02301     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    FIRST TEE OF THE COACHELLA VALLEY
    74-945 SHERYL AVENUE
    PALM DESERT,CA92260     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 8,000
    FITCHBURG ART MUSEUM
    185 ELM STREET
    FITCHBURG,MA01420     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    FOOD BANK OF WESTERN MASSACHUSETTS
    PO BOX 160
    HATFIELD,MA01038     		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000
    FOOD IN NEED OF DISTRIBUTION
    PO BOX 10080
    INDIO,CA92202     		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000
    FOR KIDS ONLY AFTER SCHOOL
    11 BARTLETT ROAD
    WINTHROP,MA02152     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 15,000
    FOUNDATION FOR METROWEST
    3 ELIOT STREET
    NATICK,MA01760     		NONE COMMUNITY FOUNDATION FOR COMMUNITY. 2,500
    FOURTH PRESBYTERIAN CHURCH
    340 DORCHESTER STREET
    SOUTH BOSTON,MA02127     		NONE RELIGIOUS INSTITUTIO FOR COMMUNITY. 3,500
    FRANCIS OUIMET SCHOLARSHIP FUND
    300 ARNOLD PALMER BOULEVARD
    NORTON,MA02766     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 5,000
    FRIENDS OF CAPRON PARK ZOO
    201 COUNTY STREET
    ATTLEBORO,MA02703     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,500
    FRIENDS OF MIDDLESEX FELLS RESERVATION
    235 W FOSTER STREET
    MELROSE,MA021763039     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 500
    FRIENDS OF PETERS PARK
    PO BOX 181137
    BOSTON,MA02118     		NONE PUBLIC CHARITIES FOR COMMUNITY. 500
    FRIENDS OF THE BOSTON POLICE
    83 SPEEN STREET
    NATICK,MA01760     		NONE PUBLIC CHARITIES FOR COMMUNITY. 40,000
    FRIENDS OF THE CHILDREN - BOSTON
    184 DUDLEY STREET SUITE 100
    ROXBURY,MA02119     		NONE PUBLIC CHARITIES FOR MENTORING. 25,000
    FRIENDS OF THE MELROSE PUBLIC LIBRARY
    263 WEST FOSTER STREET
    MELROSE,MA02176     		NONE PUBLIC CHARITIES FOR COMMUNITY. 500
    FRIENDS OF THE PARAGON CAROUSEL
    PO BOX 100
    HULL,MA020450100     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    FRIENDS OF THE WESTON PUBLIC LIBRARY
    87 SCHOOL STREET
    WESTON,MA02493     		NONE PUBLIC CHARITIES FOR COMMUNITY. 250
    FULLER CRAFT MUSEUM
    455 OAK STREET
    BROCKTON,MA023011340     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    FUND FOR PARKS & RECREATION IN BOSTON
    1010 MASSACHUSETTS AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 2,500
    GOVERNOR'S ACADEMY
    1 ELM STREET
    BYFIELD,MA01922     		NONE SCHOOLS FOR EDUCATIONAL PROGRAMS. 5,000
    GRACE EPISCOPAL CHURCH
    76 ELDREDGE STREET
    NEWTON,MA02458     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 2,000
    GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITIES FOR COMMUNITY. 27,000
    GREENFIELD COUNCIL ON AGING
    35 PLEASANT STREET
    GREENFIELD,MA01301     		NONE LOCAL GOVERNMENTS & FOR COMMUNITY. 5,000
    HARWICH CONSERVATION TRUST
    PO BOX 101
    SOUTH HARWICH,MA026610101     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 1,000
    HEALING ABUSE WORKING FOR CHANGE
    27 CONGRESS STREET 204
    SALEM,MA01970     		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 1,000
    HERITAGE MUSEUMS & GARDENS
    67 GROVE STREET
    SANDWICH,MA02563     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 6,000
    HOMES FOR OUR TROOPS
    6 MAIN STREET
    TAUNTON,MA027802733     		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000
    HOPE WORLDWIDE MASSACHUSETTS
    214 CONCORD STREET
    FRAMINGHAM,MA01702     		NONE PUBLIC CHARITIES FOR COMMUNITY. 40,000
    HOSPITALITY HOMES
    PO BOX 15265
    BOSTON,MA02215     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 10,000
    HYDE SQUARE TASK FORCE
    PO BOX 301871
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500
    INSTITUTE FOR NONPROFIT PRACTICE
    144 GOULD STREET SUITE 205
    NEEDHAM,MA02494     		NONE PUBLIC CHARITIES FOR COMMUNITY. 40,000
    INSTITUTE OF CONTEMPORARY ART BOSTON
    25 HARBOR SHORE DRIVE
    BOSTON,MA02210     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 10,000
    JW BRINE III FOUNDATION
    PO BOX 255
    BURLINGTON,MA01803     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000
    JVS BOSTON
    75 FEDERAL STREET
    BOSTON,MA02110     		NONE PUBLIC CHARITIES FOR COMMUNITY. 40,000
    KENNEDY CENTER FOR THE PERFORMING ARTS
    2700 F STREET NW
    WASHINGTON,DC20566     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 50,000
    LARZ ANDERSON AUTO MUSEUM
    15 NEWTON STREET
    BROOKLINE,MA024457406     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,500
    LAZARUS HOUSE MINISTRIES
    PO BOX 408
    LAWRENCE,MA01842     		NONE PUBLIC CHARITIES FOR COMMUNITY. 7,500
    LET'S GET READY
    89 SOUTH STREET SUITE 401
    BOSTON,MA02111     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 45,000
    LITERATIONS
    25 KINGSTON STREET FLOOR 4
    BOSTON,MA02111     		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000
    LIVING DESERT
    47900 PORTOLA AVENUE
    PALM DESERT,CA92260     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 1,000
    LYNN MINISTRIES
    2 ALLENS WAY
    FOXBOROUGH,MA02035     		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 1,000
    MAMA'S HOUSE
    PO BOX 1816
    PALM DESERT,CA922611816     		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000
    MARGE CRISPIN CENTER
    46 LINCOLN STREET
    BRAINTREE,MA02184     		NONE PUBLIC CHARITIES FOR COMMUNITY. 500
    MARTHA'S VILLAGE AND KITCHEN
    83791 DATE AVENUE
    INDIO,CA922014737     		NONE PUBLIC CHARITIES FOR COMMUNITY. 55,000
    MASS AUDOBON
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 14,000
    MASS MENTORING PARTNERSHIP
    75 KNEELAND STREET 11TH FLOOR
    BOSTON,MA02111     		NONE PUBLIC CHARITIES FOR MENTORING. 10,000
    MASSACHUSETTS DESIGN ART & TECHNOLOGY INSTITUTE
    336 ACUSHNET AVENUE SUITE C
    NEW BEDFORD,MA027406393     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 20,000
    MASSACHUSETTS GOLF ASSOCIATION
    300 ARNOLD PALMER BOULEVARD
    NORTON,MA02766     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 1,000
    MASSACHUSETTS HOUSING AND SHELTER ALLIANCE
    PO BOX 8638
    BOSTON,MA02114     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    MASSACHUSETTS MILITARY HEROES FUND
    77 WARREN STREET BLDG 2 FL 1
    BRIGHTON,MA02135     		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000
    MASSACHUSETTS NONPROFIT NETWORK
    2 ATLANTIC AVENUE
    BOSTON,MA02110     		NONE PUBLIC CHARITIES FOR MEMBERSHIPS AND SUBS. 11,000
    MCCALLUM THEATRE
    73000 FRED WARING DRIVE
    PALM DESERT,CA92260     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 30,000
    MEADOWBROOK SCHOOL OF WESTON
    10 FARM ROAD
    WESTON,MA024932493     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 3,000
    MEDWAY COMMUNITY FARM
    50 WINTHROP STREET
    MEDWAY,MA020532327     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 1,000
    MENTOR THE NATIONAL MENTORING PARTNERSHIP
    201 SOUTH STREET SUITE 615
    BOSTON,MA02111     		NONE PUBLIC CHARITIES FOR MENTORING. 155,000
    MERRIMACK RIVER WATERSHED COUNCIL
    60 ISLAND STREET 246
    LAWRENCE,MA01840     		NONE PUBLIC CHARITIES FOR ENVIRONMENT. 25,000
    MERRIMACK VALLEY FOOD BANK
    735 BROADWAY STREET
    LOWELL,MA01854     		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000
    MERRIMACK VALLEY YMCA
    360 MERRIMACK STREET
    LAWRENCE,MA01843     		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,600
    MIDDLESEX SCHOOL
    1400 LOWELL ROAD
    CONCORD,MA01742     		NONE SCHOOLS FOR EDUCATIONAL PROGRAMS. 10,000
    MINDFULNESS DIRECTOR INITIATIVE
    460 CHESTNUT STREET
    WRENTHAM,MA02093     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 10,000
    MUSEUM OF AFRICAN AMERICAN HISTORY
    31 MILK STREET
    BOSTON,MA021095125     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000
    MUSEUM OF SCIENCE
    1 SCIENCE PARK
    BOSTON,MA02114     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 3,000
    MUSIC AND YOUTH INITIATIVE
    398 COLUMBUS AVENUE PBM 307
    BOSTON,MA021166008     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 1,000
    NATIVITY PREPARATORY SCHOOL
    39 LAMARTINE STREET
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000
    NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
    66 SPRING STREET
    NEW BEDFORD,MA027405957     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 32,500
    NATIVITY SCHOOL OF WORCESTER
    67 LINCOLN STREET
    WORCESTER,MA016052634     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 45,700
    NEW BEDFORD WHALING MUSEUM
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA027406398     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 14,000
    NEW ENGLAND AQUARIUM
    CENTRAL WHARF
    BOSTON,MA021103399     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000
    NEW ENGLAND CENTER AND HOME FOR VETERANS
    17 COURT STREET
    BOSTON,MA02108     		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000
    NEW ENGLAND PATRIOTS CHARITABLE FOUNDATION
    1 PATRIOT PLACE
    FOXBOROUGH,MA02035     		NONE FOUNDATIONS (OTHER) FOR COMMUNITY. 2,010
    NORMAN ROCKWELL MUSEUM
    PO BOX 308
    STOCKBRIDGE,MA012620308     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000
    OUR SISTERS' SCHOOL
    145 BROWNELL AVENUE
    NEW BEDFORD,MA027401654     		NONE SCHOOLS FOR EDUCATIONAL PROGRAMS. 1,000
    PALM DESERT SHERIFF SEARCH & RESCUE
    73705 GERALD FORD DR
    PALM DESERT,CA922112008     		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500
    PALM SPRINGS INTERNATIONAL FILM SOCIETY
    1700 EAST TAHQUITZ CANYON WAY SUITE
    3
    PALM SPRINGS,CA922627158     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 26,000
    PALM SPRINGS POLICE MEMORIAL FOUNDATION
    180 NORTH LURING DRIVE
    PALM SPRINGS,CA922626839     		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500
    PARTNERS FOR YOUTH WITH DISABILITIES
    5 MIDDLESEX AVENUE SUITE 307
    SOMERVILLE,MA021451110     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 2,500
    PEABODY ESSEX MUSEUM
    161 ESSEX STREET
    SALEM,MA01970     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 8,000
    PEGASUS THERAPEUTIC RIDING
    PO BOX 13508
    PALM DESERT,CA922553588     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 5,000
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA021101703     		NONE PUBLIC CHARITIES FOR MEMBERSHIPS AND SUBS. 10,500
    PILGRIM HALL MUSEUM
    75 COURT STREET
    PLYMOUTH,MA02360     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    PINE STREET INN
    444 HARRISON AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000
    PINGREE SCHOOL
    537 HIGHLAND STREET
    SOUTH HAMILTON,MA01982     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 5,000
    POPE ST JOHN XXIII NATIONAL SEMINARY
    558 SOUTH AVENUE
    WESTON,MA02493     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 1,000
    PRISONERS' LEGAL SERVICES
    50 FEDERAL STEET
    BOSTON,MA021102509     		NONE PUBLIC CHARITIES FOR COMMUNITY. 500
    PROJECT BREAD
    145 BORDER STREET
    EAST BOSTON,MA02128     		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000
    PROJECT NEW HOPE
    70 JAMES STREET SUITE 157
    WORCESTER,MA01603     		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000
    PROJECT PLACE
    1145 WASHINGTON STREET
    BOSTON,MA021182107     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    THE RANCH RECOVERY CENTERS INC
    7885 ANNANDALE AVENUE
    DESERT HOT SPRINGS,CA92240     		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 5,000
    RANCHO MIRAGE WRITERS FESTIVAL
    71-100 CA-111
    RANCHO MIRAGE,CA92270     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 10,000
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA024540024     		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000
    ROSE KENNEDY GREENWAY CONSERVANCY
    185 KNEELAND STREET
    BOSTON,MA021112712     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,500
    ROUND THE BEND FARM
    92 ALLEN NECK ROAD
    SOUTH DARTMOUTH,MA02748     		NONE PUBLIC CHARITIES FOR COMMUNITY. 20,000
    SACRED HEART CHURCH AND CATHOLIC SCHOOL
    43-775 DEEP CANYON ROAD
    PALM DESERT,CA92260     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 45,000
    SAINT FRANCIS HOUSE
    39 BOYLSTON STREET
    BOSTON,MA021164702     		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500
    SAINT JOSEPH CHURCH
    225 SOUTH HIGH STREET
    BRIDGTON,ME04009     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 1,500
    SAINT JULIA CHURCH
    374 BOSTON POST ROAD
    WESTON,MA024931581     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 10,000
    SAINT SEBASTIAN'S SCHOOL
    1191 GREENDALE AVENUE
    NEEDHAM,MA024924699     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 42,500
    SALK INSTITUTE FOR BIOLOGICAL STUDIES
    10010 NORTH TORREY PINES ROAD
    LA JOLLA,CA920371099     		NONE PUBLIC CHARITIES FOR MEDICAL. 100,000
    SARITA AND CLAIRE WRIGHT LUCAS FOUNDATION
    PO BOX 171031
    BOSTON,MA02117     		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000
    SCHOOL ON WHEELS OF MASSACHUSETTS
    100 LAUREL STREET 121
    EAST BRIDGEWATER,MA02333     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 15,000
    SCHWARTZ CENTER
    100 CAMBRIDGE STREET SUITE 2100
    BOSTON,MA02114     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 50,000
    SILVER LINING MENTORING
    727 ATLANTIC AVENUE
    BOSTON,MA02111     		NONE PUBLIC CHARITIES FOR MENTORING. 7,500
    SOLDIER ON FOUNDATION INC
    290 MERRILL ROAD
    PITTSFIELD,MA01201     		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000
    SPONTANEOUS CELEBRATIONS
    45 DANFORTH STREET
    JAMAICA PLAIN,MA021301847     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,500
    SPRINGFIELD MUSEUMS
    21 EDWARDS STREET
    SPRINGFIELD,MA01103     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000
    SQUASHBUSTERS
    795 COLUMBUS AVENUE
    ROXBURY CROSSING,MA021202108     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 40,000
    ST AIDAN'S CHAPEL
    185 SMITH NECK ROAD
    DARTMOUTH,MA02748     		NONE PUBLIC CHARITIES FOR RELIGIOUS. 2,500
    ST JOHN'S FOOD FOR THE POOR
    44 TEMPLE STREET
    WORCESTER,MA01604     		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000
    TECH GOES HOME
    867 BOYLSTON STREET FLOOR 5
    BOSTON,MA02116     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    TOOLS FOR TOMORROW
    42-600 COOK STREET SUITE 132
    PALM DESERT,CA92211     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 1,000
    TOP NOTCH SCHOLARS
    60 ISLAND STREET SUITE 200
    LAWRENCE,MA01840     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 2,500
    TRUSTEES OF RESERVATIONS
    200 HIGH STREET 4TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 6,000
    TUFTS UNIVERSITY
    PACKARDS HALL
    MEDFORD,MA02155     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000
    UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
    51 SLEEPER STREET
    BOSTON,MA022101208     		NONE PUBLIC CHARITIES FOR COMMUNITY. 11,000
    URBAN FOOD INITIATIVE INC
    420 WASHINGTON STREET
    DORCHESTER,MA02124     		NONE PUBLIC CHARITIES FOR COMMUNITY. 30,000
    VANDERBILT UNIVERSITY
    401 KIRKLAND HALL
    NASHVILLE,TN37240     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,500
    VETERANS INC
    69 GROVE STREET
    WORCESTER,MA016052600     		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000
    VETERANS LEGAL SERVICES
    PO BOX 8457
    BOSTON,MA02114     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    WANDERING SCHOLAR
    81 OAK AVENUE 2
    BELMONT,MA02478     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 2,000
    WELLESLEY COMMUNITY CHILDREN'S CENTER
    106 CENTRAL STREET
    WELLESLEY,MA02481     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 2,000
    WENHAM MUSEUM
    132 MAIN STREET
    WENHAM,MA01984     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000
    WEST END HOUSE
    105 ALLSTON STREET
    ALLSTON,MA02134     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,000
    WESTON FOREST AND TRAIL ASSOCIATION
    266 GLEN ROAD
    WESTON,MA02493     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 500
    WESTON SCOUTS
    266 GLEN ROAD
    WESTON,MA024932237     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 500
    WILLIAMS COLLEGE
    1000 MAIN STREET
    WILLIAMSTOWN,MA01267     		NONE SCHOOLS FOR EDUCATIONAL PROGRAMS. 1,000
    WOMEN'S LUNCH PLACE
    67 NEWBURY STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000
    WORCESTER ART MUSEUM
    55 SALISBURY STREET
    WORCESTER,MA016093123     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 8,000
    WORCESTER COUNTY FOOD BANK
    474 BOSTON TURNPIKE
    SHREWSBURY,MA01545     		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW 6 FL
    WASHINGTON,DC20001     		NONE PUBLIC CHARITIES FOR HEALTHCARE. 10,000
    XAVIER COLLEGE PREPARATORY HIGH SCHOOL
    34-200 COOK STREET
    PALM DESERT,CA92211     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000
    YMCA OF GREATER BOSTON
    18 TREMONT STREET
    BOSTON,MA02108     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 10,000
    YWCA NORTHEASTERN MASSACHUSETTS
    38 LAWRENCE STREET
    LAWRENCE,MA01840     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 30,000
    ZOO NEW ENGLAND
    ONE FRANKLIN PARK ROAD
    BOSTON,MA02121     		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 7,000
    Total .................................bullet 3a 3,511,005
    bApproved for future payment
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 200,000
    BELLESINI ACADEMY
    PO BOX 1021
    LAWRENCE,MA01840     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 22,500
    ENGLISH FOR NEW BOSTONIANS
    105 CHAUNCY STREET 4TH FLOOR
    BOSTON,MA02111     		NONE PUBLIC CHARITIES FOR COMMUNITY. 50,000
    BOSTON PUBLIC LIBRARY FUND
    700 BOYLSTON STREET
    BOSTON,MA021162813     		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 100,000
    KENNEDY CENTER FOR THE PERFORMING ARTS
    2700 F STREET NW
    WASHINGTON,DC20566     		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 100,000
    NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
    66 SPRING STREET
    NEW BEDFORD,MA027405957     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 15,000
    NATIVITY SCHOOL OF WORCESTER
    67 LINCOLN STREET
    WORCESTER,MA016052634     		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000
    Total .................................bullet 3b 512,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 50,225  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 523000   16 -28,373  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		523000   18 4,271,089  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 6,239,283 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,239,283
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES AND TAX PREPARATION 82,500 49,500   33,000
    CONSULTING 128,640 77,184   51,456

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SOFTWARE 2003-06-27 24,769 24,769 SL 5.000000000000 0 0    
    WEBSITE DEVELOPMENT 2007-06-15 11,854 11,854 200DB 3.000000000000 0 0    
    FURNITURE 2007-07-01 3,475 3,475 SL 7.000000000000 0 0    
    COMPUTER EQUIPMENT 2007-07-01 12,127 12,127 SL 5.000000000000 0 0    
    EQUIPMENT 2008-01-17 3,297 3,297 SL 5.000000000000 0 0    
    FURNITURE 2009-01-12 790 790 SL 7.000000000000 0 0    
    FURNITURE 2009-12-16 880 880 SL 7.000000000000 0 0    
    WEBSITE DEVELOPMENT 2009-10-01 6,602 6,602 SL 3.000000000000 0 0    
    HP COMPUTER BUNDLE 2010-07-31 21,395 21,395 SL 5.000000000000 0 0    
    CYBER GRANTS SOFTWARE 2010-04-21 19,250 19,250 SL 5.000000000000 0 0    
    ENVIRONMENT @ WORK BUNDLE 2010-07-31 58,273 58,273 SL 7.000000000000 0 0    
    LEASEHOLD IMPROVEMENTS 2010-07-31 119,021 119,021 SL 5.000000000000 0 0    
    WEB SITE 2011-03-30 1,955 1,955 SL 3.000000000000 0 0    
    LEASEHOLD IMPROVEMENTS 2011-06-17 1,063 1,063 SL 5.000000000000 0 0    
    FURNITURE 2011-07-15 8,909 8,909 SL 7.000000000000 0 0    
    LEASEHOLD IMPROVEMENTS 2011-05-06 4,350 4,350 SL 5.000000000000 0 0    
    COMPUTER ROUTER 2013-01-29 1,213 1,213 SL 5.000000000000 0 0    
    BACK UP UNIT 2014-10-08 2,500 2,500 SL 5.000000000000 0 0    
    NEW COMPUTER SERVER 2015-10-01 14,577 14,577 SL 5.000000000000 0 0    
    DELL COMPUTER 2016-04-03 1,015 914 SL 5.000000000000 101 0    
    WEB SITE 2016-02-24 28,850 28,850 SL 3.000000000000 0 0    
    COMPUTER EQUIPMENT 2017-07-19 1,520 1,064 SL 5.000000000000 304 0    
    COMPUTER EQUIPMENT 2019-04-23 1,506 452 SL 5.000000000000 301 0    

    TY 2021 GeneralExplanationAttachment
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Identifier Return Reference Explanation
    SUBORDINATE CONSOLIDATION EXPLANATION FORM 990-PF UNDER SECTION 1504(E), TWO OR MORE ORGANIZATIONS EXEMPT FROM TAXATION UNDER SECTION 501 - ONE OR MORE OF WHICH IS DESCRIBED IN SECTION 501(C)(2) AND THE OTHERS OF WHICH DERIVE INCOME FROM SUCH 501(C)(2) ORGANIZATIONS, SHALL BE CONSIDERED AS INCLUDIBLE CORPORATIONS FOR THE PURPOSE OF THE APPLICATION OF SUBSECTION (A) TO SUCH ORGANIZATION ALONE. AS A RESULT A 501(C)(2) MAY FILE A CONSOLIDATED INCOME TAX RETURN WITH ITS TAX-EXEMPTPARENT.THIS CONSOLIDATED RETURN CONTAINS THE TAX INFORMATION FOR:THE HIGHLAND STREET CONNECTION 04-3048298 PARENT 501(C)(3)REAL ESTATE EDUCATIONAL FACILITIES, INC. 04-3552218 SUBSIDIARY 501(C)(2)ELEPHANT HOUSE FOUNDATION, INC. 41-2031284 SUBSIDIARY 501(C)(2)
    PART VI-B, LINE 1A(4) FORM 990-PF, PART VI-B, LINE 1A(4) THE TRUSTEES ARE REIMBURSED BY HIGHLAND STREET FOR EXPENSES THEY INCUR IN CARRYING OUT THE EXEMPT PURPOSE OF THE ORGANIZATION.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BOSTON PARTNERS EQUITIES 4,265,297 6,143,695
    SANDS CAPITAL MANAGEMENT 2,453,231 4,950,793
    SYKES DATRONICS 3,055 3,055
    BROAD RUN FOCUS 2,370,584 4,617,664

    TY 2021 InvestmentsOtherSchedule2
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COLLECTIBLES AND ARTWORK AT COST 38,291 38,291
    LEXINGTON CAPITAL PARTNERS FMV 498,289 307,177
    INVESTMENT - REITS FMV 3,591 8,459
    SPECIAL OPPORTUNITIES FUND III FMV 32,074 73,478
    PATRON CAPITAL III & IV FMV 459,378 215,368
    SANKATY CREDIT OPPORTUNITIES (OFFSHORE) IV FMV 45,004 4,318
    VANGUARD EMERGING MKT STOCK INDEX FMV 3,331,788 3,470,653
    VANGUARD FIXED 500 INDEX FMV 8,125,679 10,790,349
    DOUBLE LINE TOTAL RETURN FIXED INCOME FMV 2,828,846 2,679,417
    IR&M US BANK FMV 4,903,126 6,042,593
    VANGUARD FIXED INCOME FMV 687,078 670,027
    VANGUARD S&P RATING FMV 1,790,209 1,758,295

    TY 2021 LandEtcSchedule2
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    SOFTWARE 24,769 24,769 0  
    WEBSITE DEVELOPMENT 11,854 11,854 0  
    FURNITURE 3,475 3,475 0  
    COMPUTER EQUIPMENT 12,127 12,127 0  
    EQUIPMENT 3,297 3,297 0  
    FURNITURE 790 790 0  
    FURNITURE 880 880 0  
    WEBSITE DEVELOPMENT 6,602 6,602 0  
    HP COMPUTER BUNDLE 21,395 21,395 0  
    CYBER GRANTS SOFTWARE 19,250 19,250 0  
    ENVIRONMENT @ WORK BUNDLE 58,273 58,273 0  
    LEASEHOLD IMPROVEMENTS 119,021 119,021 0  
    WEB SITE 1,955 1,955 0  
    LEASEHOLD IMPROVEMENTS 1,063 1,063 0  
    FURNITURE 8,909 8,909 0  
    LEASEHOLD IMPROVEMENTS 4,350 4,350 0  
    COMPUTER ROUTER 1,213 1,213 0  
    BACK UP UNIT 2,500 2,500 0  
    NEW COMPUTER SERVER 14,577 14,577 0  
    DELL COMPUTER 1,015 1,015 0  
    WEB SITE 28,850 28,850 0  
    COMPUTER EQUIPMENT 1,520 1,368 152  
    COMPUTER EQUIPMENT 1,506 753 753  


    TY 2021 LegalFeesSchedule
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,000 0   2,000


    TY 2021 MortgagesAndNotesPayableSch
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Total Mortgage Amount:  

    Item No. 1
    Lender's Name NATIONAL PHILANTHROPIC TRUST
    Lender's Title  
    Relationship to Insider DONOR ADVISED FUND OF FORMER TRUSTEE
    Original Amount of Loan 6,258,000
    Balance Due 2,086,000
    Date of Note  
    Maturity Date  
    Repayment Terms 3 YEARS
    Interest Rate 6.500000000000
    Security Provided by Borrower CASH AND SECURITIES
    Purpose of Loan NOTE IN LIEU OF DISTRIBUTION OF ILLIQUID ASSETS
    Description of Lender Consideration CASH AND SECURITIES
    Consideration FMV  

    Item No. 2
    Lender's Name US BANK (LINE OF CREDIT)
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan 6,000,000
    Balance Due 10,500,000
    Date of Note 2020-03
    Maturity Date  
    Repayment Terms DEMAND
    Interest Rate 1.050000000000
    Security Provided by Borrower CASH AND SECURITIES IN INVESTMENT ACCOUNT
    Purpose of Loan LEND TO 501(C)(3) - SEE NOTES RECEIVABLE
    Description of Lender Consideration CASH AND SECURITIES
    Consideration FMV  


    TY 2021 OtherAssetsSchedule
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT - PARTNERSHIPS 36,312,510 33,393,048 49,196,085


    TY 2021 OtherExpensesSchedule
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 1,907 0   1,907
    OFFICE SUPPLIES AND EXPENSES 5,167 0   5,167
    PORTFOLIO DEDUCTIONS - K-1'S 460,890 460,890   0
    TELEPHONE 6,598 0   6,598
    NONDEDUCTIBLE PORTION OF DONATIONS 2,000 0   2,000
    POSTAGE AND COURIER SERVICE 3,010 0   3,010
    INSURANCE 20,700 0   20,700
    EXPENSES RELATED TO TADPOLE PLAYGROUND & PROGRAMS 32,147 0   32,147
    DUES AND SUBSCRIPTIONS 8,677 0   8,677
    DONATIONS PER K-1'S 52 0   52
    COMPUTER & WEB EXPENSES 30,171 0   30,171
    COMMUNITY IMPACT CONSULTANTS PROGRAM 180,884 0   180,884
    PHOTOCOPIER LEASE 4,723 0   4,723
    SECURITY 3,056 0   3,056
    PAYROLL FEES 6,252 0   6,252
    HOLIDAY PROGRAM 28,924 0   28,924
    59(E)(2) EXPENDITURES PER K-1'S 25,529 25,529   0
    HIGHLAND HITTERS - RED SOX 2,659 0   2,659
    HIGHLAND HAT TRICKS - BRUINS 11,000 0   11,000
    HIGHLAND HOOPS - CELTICS 8,000 0   8,000
    ROYALTY EXPENSES PER K-1'S 14,333 14,333   0
    MAINTENANCE 350 0   350
    HIGHLAND HEADERS - REVOLUTION 2,651 0   2,651
    NONDEDUCTIBLE EXPENSES FROM K-1S 41,870 0   0
    SPECIAL EVENTS 34,617 0   34,617
    OUT OF THE PARK PROGRAM 23,698 0   23,698
    WINTER CAMP 4,884 0   4,884
    NET RENTAL LOSS PER K-1S 28,374 28,374   0


    TY 2021 OtherIncomeSchedule2
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME PER K-1'S 51,866 51,866 51,866
    OTHER LOSSES PER K-1'S -345 -345 -345
    CANCELLATION OF DEBT PER K-1'S 21,589 21,589 21,589
    SEC 988 PER K-1'S -3,102 -3,102 -3,102
    OTHER PORTFOLIO INCOME PER K-1'S 12,774 12,774 12,774
    OTHER INVESTMENT INCOME 18,597 18,597 18,597
    SEC 1296 PER K-1'S 290,972 290,972 290,972
    OTHER INCOME 160,773 160,773 160,773


    TY 2021 OtherLiabilitiesSchedule
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE 2,630 2,693
    EMPLOYEE WITHHOLDINGS - FSA 942 -154


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 200,000 200,000   0
    INVESTMENT FEES 231,091 231,091   0


    TY 2021 TaxesSchedule
    Name:
    HIGHLAND STREET CONNECTION
     
    AND SUBSIDIARIES
    EIN:
    04-3048298
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FED EXCISE TAX ON INVEST INCOME & UBTI 51,240 0   0
    MASS FORM PC & ANNUAL REPORTS 600 600   0
    FOREIGN TAX WITHHELD 66,037 66,037   0
    PAYROLL TAXES 51,558 3,930   47,628
    OTHER TAX PAYMENTS 44,184 44,184   0