Form990-PF
Click to see attachment
Click to see attachmentClick 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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
YAWKEY FOUNDATION II
 
Number and street (or P.O. box number if mail is not delivered to street address)990 WASHINGTON STREET 315
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DEDHAM, MA02026
A Employer identification number

04-2768239
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$512,086,051
J 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 8,794 8,794  
4 Dividends and interest from securities... 8,722,584 8,722,584  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,141,362
b Gross sales price for all assets on line 6a 295,075,202
7 Capital gain net income (from Part IV, line 2)... 49,077,496
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)....... 2,081,639 2,737,746 0
12 Total. Add lines 1 through 11........ 54,954,379 60,546,620 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,475,859 600,970 0 874,889
14 Other employee salaries and wages...... 422,742 172,140 0 250,602
15 Pension plans, employee benefits....... 902,370 367,445 0 534,925
16a Legal fees (attach schedule)......... 62,084 52,763 0 9,321
b Accounting fees (attach schedule)....... 199,991 58,715 0 85,476
c Other professional fees (attach schedule).... 1,890,495 1,654,549 0 235,946
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 675,435 211,022 0 0
19 Depreciation (attach schedule) and depletion... 15,176 6,180 0
20 Occupancy.............. 161,075 65,590 0 95,485
21 Travel, conferences, and meetings....... 11,780 4,207 0 7,573
22 Printing and publications.......... 340 138 0 202
23 Other expenses (attach schedule)....... 143,710 45,369 0 97,834
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,961,057 3,239,088 0 2,192,253
25 Contributions, gifts, grants paid....... 24,257,133 24,257,133
26 Total expenses and disbursements. Add lines 24 and 25 30,218,190 3,239,088 0 26,449,386
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,736,189
b Net investment income (if negative, enter -0-) 57,307,532
c Adjusted net income (if negative, enter -0-)... 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............. 787,693 662,170 662,170
2 Savings and temporary cash investments......... 8,904,226 23,068,887 23,068,887
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) 11,561,994 Click to see attachment8,278,739 8,278,739
b Investments—corporate stock (attach schedule)....... 310,010,525 Click to see attachment314,546,295 314,546,295
c Investments—corporate bonds (attach schedule)....... 42,644,852 Click to see attachment35,773,594 35,773,594
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 110,566,943 Click to see attachment129,706,323 129,706,323
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment72,845 Click to see attachment50,043 Click to see attachment50,043
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 484,549,078 512,086,051 512,086,051
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........... 484,549,078 512,086,051
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........    
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)..... 484,549,078 512,086,051
30 Total liabilities and net assets/fund balances (see instructions). 484,549,078 512,086,051
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
484,549,078
2
Enter amount from Part I, line 27a .....................
2
24,736,189
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,800,784
4
Add lines 1, 2, and 3 ..........................
4
512,086,051
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
512,086,051
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 1607 CAPITAL INTL EQ FUND P    
b APOLLO NATURAL RESOURCES II P    
c APOLLO NATURAL RESOURCES III P    
d AQUILINE FINANCIAL SVCS FUND II L.P. P    
e AQUILINE FINANCIAL SERVICES FUND (OFFSHORE) L.P. P    
CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV III P    
AFSF II AIV-A, L.P. P    
AFSF II AIV-D ROCKET LP P    
ANRP II (AIV TW), L.P. P    
ANRP II (AIV-B), L.P. P    
ANRP II 892/TE (AIV-A), L.P. P    
CENTERBRIDGE SPECIAL CREDIT PARTNERS III P    
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX P    
CENTERBRIDGE SPECIAL CREDIT PTNRS III-FLEX AIV III P    
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS P    
ENERGY CAPITAL INVESTORS FUND P    
ENERGY CAPITAL PARTNERS II-B, L.P. P    
EQUITY RESOURCE FUND 2013, L.P. P    
EQUITY RESOURCE FUND 2017 HOLDINGS LLC SERIES 3 P    
EQUITY RESOURCE FUND 2017 HOLDINGS LLC P    
EQUITY RESOURCE FUND 2018, LLC P    
EQUITY RESOURCE FUND 2020 LLC P    
HIGHLAND CONSUMER FUND I-B, L.P. P    
IR&M CORE BOND FUND II LLC P    
MONOGRAM CAPITAL PARTNERS II P    
NATURAL GAS PARTNERS IX L.P. P    
PARAMETRIC DEFENSIVE EQUITY FUND LLC P    
PEAK ROCK CAPITAL CREDIT FUND II-A P    
PEAK ROCK CAPITAL FUND II-A LP P    
THE HIGHCLERE INTERNATIONAL INVESTORS P    
PUBLICLY TRADED SECURITIES      
TIMBER PROPERTIES, WV P   2021-03-29
NATURAL GAS PROPERTIES, WV P   2021-03-29
BIENVILLE GROBAL OPPORTUNITIES FUND P 2018-08-30 2021-07-12
CENTERBRIDGE CREDIT OFFSHORE P    
HIGHFIELDS CAPITAL LTD P 2016-06-01 2021-11-12
SIO PARTNERS OFFSHORE LTD P 2016-05-02 2021-02-26
VALINOR CAPITAL OFFSHORE LTD P   2021-02-02
ANOMALY CAPITAL INTL P 2020-10-28 2021-01-04
FOREIGN CURRENCY LOSS P    
KABOUTER INTL OPP OFFSHORE FD II P 2020-08-27 2021-12-10
(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 473,400     473,400
b 4,476     4,476
c 6,532     6,532
d 82,838     82,838
e 19,860     19,860
26,180     26,180
62,019     62,019
873     873
4,180     4,180
363,879     363,879
358,738     358,738
66,913     66,913
275,844     275,844
3,544     3,544
660,523     660,523
    56,959 -56,959
    186,571 -186,571
176,394     176,394
1,265,900     1,265,900
227,272     227,272
864,786     864,786
83,817     83,817
    116,817 -116,817
    119,573 -119,573
7,227     7,227
36,668     36,668
1,222,951     1,222,951
5,475     5,475
743,748     743,748
1,527,481     1,527,481
247,905,294   208,347,967 39,557,327
535,793   265,762 270,031
474,713   4,815,791 -4,341,078
8,937,117   9,529,625 -592,508
100,977   143,308 -42,331
40,744   113,570 -72,826
10,803,265   7,000,000 3,803,265
1,008,869   735,293 273,576
5,658,096   5,000,000 658,096
    184 -184
12,872,530   11,400,000 1,472,530
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       473,400
b       4,476
c       6,532
d       82,838
e       19,860
      26,180
      62,019
      873
      4,180
      363,879
      358,738
      66,913
      275,844
      3,544
      660,523
      -56,959
      -186,571
      176,394
      1,265,900
      227,272
      864,786
      83,817
      -116,817
      -119,573
      7,227
      36,668
      1,222,951
      5,475
      743,748
      1,527,481
      39,557,327
      270,031
      -4,341,078
      -592,508
      -42,331
      -72,826
      3,803,265
      273,576
      658,096
      -184
      1,472,530
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 49,077,496
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
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........................... 3 796,575
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- ..... 5 796,575
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 737,494
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 73,700
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 811,194
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 14,619
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet14,619 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
    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
    Yes
     
    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) 329-7470

    Located atbullet990 WASHINGTON STREET - STE 315DEDHAMMA ZIP+4bullet02026
    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
     
    No
    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
    JOHN L HARRINGTON BOARD CHAIR / TRUSTEE
    6.00
    0 7,803 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    CHARLES CLOUGH JR TRUSTEE
    2.00
    26,250 0 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    DEBRA MCNULTY TRUSTEE
    3.00
    36,250 0 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    GEORGE R NEBLE TRUSTEE
    4.00
    49,000 0 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    JAMES P HEALEY TRUSTEE
    3.00
    39,000 19,542 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    JUDITH WALDEN SCARAFILE TRUSTEE
    3.00
    36,250 0 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    JUSTIN P MORREALE TRUSTEE
    4.00
    51,000 0 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    MYECHIA MINTER-JORDAN TRUSTEE
    2.00
    27,750 0 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    REV DR RAY HAMMOND TRUSTEE
    4.00
    43,750 0 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    VANESSA CALDERON-ROSADO TRUSTEE
    2.00
    28,500 0 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    WILLIAM B GUTFARB TRUSTEE
    2.00
    32,250 18,655 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    MAUREEN H BLEDAY TRUSTEE / CHIEF EXECUTIVE OFFICER
    40.00
    357,657 177,130 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    JOHN M REDMOND COO / CFO / TREASURER
    40.00
    242,549 130,760 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    JOHN A DESISTO CHIEF INVESTMENT OFFICER
    40.00
    287,770 139,317 0
    990 WASHINGTON STREET - SUITE 315
    DEDHAM,MA02026
    ALICIA K VERITY CPO / BOARD SECRETARY
    40.00
    217,883 135,927 0
    990 WASHINGTON STREET - SUITE 315
    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
    HIRUT M GEWE MANAGER OF ACCOUNTIN
    33.00
    104,165 66,004 0
    990 WASHINGTON STREET SUITE 315
    DEDHAM,MA02026
    EILEEN M KENNEDY OFFICE MANAGER
    33.00
    53,821 38,946 0
    990 WASHINGTON STREET SUITE 315
    DEDHAM,MA02026
    NANCY A BRODNICKI PROGRAMS ASSOCIATE
    33.00
    42,790 48,451 0
    990 WASHINGTON STREET SUITE 315
    DEDHAM,MA02026
    KAREN GREENE DIRECTOR OF GRANTS A
    33.00
    68,957 18,018 0
    990 WASHINGTON STREET SUITE 315
    DEDHAM,MA02026
    MARYBETH CONNOLLY INVESTMENT ANALYST
    33.00
    61,480 0 0
    990 WASHINGTON STREET SUITE 315
    DEDHAM,MA02026
    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
    TERAKEET LLC STRATEGIC COMMUNICATIONS 314,000
    333 WEST WASHINGTON ST SUITE 500
    SYRACUSE,NY13202
    FIDUCIENT ADVISORS LLC INVESTMENT ADVISOR 270,205
    500 WEST MADISON STREET SUITE 1700
    CHICAGO,IL60661
    VAUGHAN NELSON PORTFOLIO MGR SVCS 269,435
    600 TRAVIS STREET SUITE 3800
    HOUSTON,TX770023071
    ERNST & YOUNG LLP AUDIT AND TAX SERVICES 199,991
    200 CLARENDON STREET
    BOSTON,MA021165072
    HIGHCLERE PORTFOLIO MGR SVCS 186,214
    8 WRIGHT STREET SUITE 107
    WESTPORT,CT06880
    Total number of others receiving over $50,000 for professional services.............bullet6
    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
    397,098,880
    b
    Average of monthly cash balances.......................
    1b
    1,260,787
    c
    Fair market value of all other assets (see instructions)................
    1c
    110,500,760
    d
    Total (add lines 1a, b, and c).........................
    1d
    508,860,427
    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
    508,860,427
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    7,632,906
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    501,227,521
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    25,061,376
    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
    25,061,376
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    796,575
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    796,575
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    24,264,801
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    2,000,000
    5
    Add lines 3 and 4............................
    5
    26,264,801
    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 XII, line 1 ...
    7
    26,264,801
    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 26,264,801
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 187,736
    e From 2020......  
    f Total of lines 3a through e ........ 187,736
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 26,449,386
    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..... 26,264,801
    e Remaining amount distributed out of corpus 184,585
    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 5 372,321
    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) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    372,321
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 187,736
    d Excess from 2020....  
    e Excess from 2021.... 184,585
    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 e-mail address of the person to whom applications should be addressed:
    KAREN GREENE
    990 WASHINGTON STREET SUITE 315
    DEDHAM,MA02026
    (781) 329-7470
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION ENCOURAGES APPLICANTS TO REVIEW THE FOUNDATION'S GRANT GUIDELINES ON OUR WEBSITE (WWW.YAWKEYFOUNDATION.ORG) PRIOR TO APPLYING FOR A FOUNDATION GRANT.
    cAny submission deadlines:
    SEE PART XV, LINE 2B ABOVE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE PART XV, LINE 2B ABOVE
    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
    A SPORTING CHANCE INC
    24 ADRIA WAY
    WEYMOUTH,MA02190
    NONE PC BASEBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 25,000
    ACTION FOR BOSTON COMMUNITY DEVELOPMENT
    178 TREMONT STREET
    BOSTON,MA02111
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 40,000
    ADAPTIVE SPORTS NEW ENGLAND INC
    89 SOUTH STREET SUITE 603
    BOSTON,MA02111
    NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 10,000
    ADOLESCENT CONSULTATION SERVICES
    189 CAMBRIDGE STREET
    CAMBRIDGE,MA02141
    NONE PC ADOLESCENT CONSULTATION SERVICES 25,000
    AGGANIS FOUNDATION INC
    85 EXCHANGE ST SUITE 218
    LYNN,MA01901
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 20,000
    ALL DORCHESTER SPORTS & LEADERSHIP INC
    1565 DORCHESTER AVENUE
    DORCHESTER,MA02122
    NONE PC BASEBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 20,000
    ALLEN-CHASE FOUNDATION
    271 PINE NOOK ROAD
    DEERFIELD,MA01342
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 25,000
    AMAZING GRACE OF CAPE COD INC
    PO BOX 636
    CENTERVILLE,MA02632
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 20,000
    ARCHDIOCESE OF BOSTON
    67 HARVARD STREET
    BROOKLINE,MA02445
    NONE PC FURNITURE PURCHASE FOR BETHANY HEALTH CARE CENTER 50,000
    ARTS & BUSINESS COUNCIL OF GREATER BOSTON
    15 CHANNEL CENTER ST STE 103
    BOSTON,MA02210
    NONE PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 25,000
    ASIAN AMERICAN CIVIC ASSOCIATION INC
    87 TYLER STREET 5TH FLOOR
    BOSTON,MA02111
    NONE PC SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000
    BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY
    41 BERKELEY STREET
    BOSTON,MA02116
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 75,000
    BETH ISRAEL DEACONESS MEDICAL CENTER INC
    330 BROOKLINE AVE
    BOSTON,MA022155400
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 500,000
    BETHEL INSTITUTE FOR SOCIAL JUSTICE
    40 WALK HILL STREET
    JAMAICA PLAIN,MA02130
    NONE SO I PHARMACY RENOVATION FOR UNDERSERVED COMMUNITY 50,000
    BLACK MINISTERIAL ALLIANCE OF GREATER BOSTON INC
    2010 COLUMBUS AVENUE
    ROXBURY,MA02119
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000
    BLUE HILL OBSERVATORY SCIENCE CENTER INC
    1 OBSERVATORY SERVICE ROAD
    MILTON,MA02186
    NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 50,000
    BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
    38 ASH STREET
    BOSTON,MA02111
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 20,000
    BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
    38 ASH STREET
    BOSTON,MA02111
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000
    BOSTON COMMUNITY PEDIATRICS
    527 ALBANY STREET SUITE 200
    BOSTON,MA02118
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000
    BOSTON FOUNDATION INC
    75 ARLINGTON STREET 3RD FLOOR
    BOSTON,MA021163936
    NONE PC YAWKEY SCHOLARS PROGRAM 925,967
    BOSTON FOUNDATION INC
    75 ARLINGTON STREET 3RD FLOOR
    BOSTON,MA02116
    NONE PC SUPPORT FOR KING BOSTON: THE EMBRACE MONUMENT 750,000
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC
    780 ALBANY ST
    BOSTON,MA02118
    NONE PC HEALTH CARE ACCESS FOR HOMELESS INDIVIDUALS 150,000
    BOSTON HOME INC
    2049 DORCHESTER AVENUE
    BOSTON,MA02124
    NONE PC CAPITAL FLOORING PROJECT FOR FACILITY SUPPORTING DISABLED INDIVIDUALS 250,000
    BOSTON HOME INC
    2049 DORCHESTER AVENUE
    BOSTON,MA02124
    NONE PC HEALTH CARE ACCESS FOR DISABLED INDIVIDUALS 10,000
    BOSTON LANDMARKS ORCHESTRA INC
    PO BOX 441160
    SOMERVILLE,MA02144
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000
    BOSTON PARK LEAGUE INC
    27 DONEGAL WAY
    MANSFIELD,MA02048
    NONE PC BASEBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 40,000
    BOSTON PUBLIC LIBRARY FOUNDATION INC
    700 BOYLSTON STREET
    BOSTON,MA02116
    NONE PC BASIC NEEDS PROGRAMS FOR HOMELESS PATRONS 50,000
    BOSTON SYMPHONY ORCHESTRA INC
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115
    NONE PC CAPITAL IMPROVEMENTS PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 50,000
    BOYS AND GIRLS CLUBS OF BOSTON INC
    200 HIGH STREET SUITE 3B
    BOSTON,MA02110
    NONE PC RECREATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000
    BOYS AND GIRLS CLUBS OF DORCHESTER INC
    1135 DORCHESTER AVE
    DORCHESTER,MA02125
    NONE PC RECREATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000
    BOYS AND GIRLS CLUBS OF METROWEST INC
    169 PLEASANT STREET
    MARLBOROUGH,MA01752
    NONE PC CAPITAL RENOVATIONS FOR CLUBHOUSE SERVING VULNERABLE YOUTH 25,000
    BOYS TOWN NEW ENGLAND
    4 HARTWELL ST SUITE 300
    FALL RIVER,MA02721
    NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 25,000
    BREAKTIME CAFE INC
    170 PORTLAND ST
    BOSTON,MA02114
    NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 25,000
    BREAKTIME CAFE INC
    170 PORTLAND ST
    BOSTON,MA02114
    NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 20,000
    BRIDGE OVER TROUBLED WATERS INC
    47 WEST STREET
    BOSTON,MA021111219
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 30,000
    BRIDGE OVER TROUBLED WATERS INC
    47 WEST STREET
    BOSTON,MA021111219
    NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 450,000
    BROCKTON HOSPITAL INC
    680 CENTRE STREET
    BROCKTON,MA02302
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 10,000
    BUZZARDS BAY COALITION INC
    114 FRONT STREET
    NEW BEDFORD,MA027407264
    NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25,000
    CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC
    465 SCHOOL STREET
    LOWELL,MA01851
    NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 25,000
    CAMP HARBOR VIEW FOUNDATION INC
    79 NEWBURY STREETC/O CONNORS FAMILY
    OFFICE
    BOSTON,MA02116
    NONE PC RECREATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000
    CAPE COD BASEBALL LEAGUE INC
    59 DOVETAIL LANE
    COTUIT,MA02635
    NONE PC AMATEUR BASEBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 40,000
    CAPE COD MILITARY SUPPORT FOUNDATION INC
    1015 S INNER ROAD
    BUZZARDS BAY,MA02542
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 20,000
    CARDINAL CUSHING CENTERS INC
    405 WASHINGTON STREET
    HANOVER,MA023393212
    NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 75,000
    CARITAS COMMUNITIES INC
    25 BRAINTREE HILL OFFICE PARK SUITE
    206
    BRAINTREE,MA02184
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 50,000
    CASA MYRNA VASQUEZ INC
    451 BLUE HILL AVENUE
    BOSTON,MA02121
    NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 25,000
    CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC
    275 WEST BROADWAY
    BOSTON,MA02127
    NONE PC BASIC NEEDS CAPACITY BUILDING IN LYNN AND BROCKTON 175,000
    CATHOLIC MEMORIAL SCHOOL
    235 BAKER STREET
    WEST ROXBURY,MA02132
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 75,000
    CATHOLIC SCHOOLS FOUNDATION INC
    67 BATTERYMARCH STREET
    FLOOR BOSTON,MA02110
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 100,000
    CATHOLIC SOCIAL SERVICES OF FALL RIVER INC
    1600 BAY STREET
    FALL RIVER,MA02724
    NONE PC HUNGER RELIEF & FOOD ACCESS 35,000
    CELEBRITY SERIES OF BOSTON
    20 PARK PLAZA STE 1032
    BOSTON,MA02116
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000
    CHAMP HOMES INC
    82 SCHOOL ST
    HYANNIS,MA02601
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000
    CHARITY GUILD INC
    501 MAIN STREET
    BROCKTON,MA02303
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000
    CHILDRENS PLACE INC
    310 BARNWELL AVE NE
    AIKEN,SC29801
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 20,000
    CLEMSON UNIVERSITY FOUNDATION
    PO BOX 1889
    CLEMSON,SC29633
    NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 110,666
    COMMONWEALTH ZOOLOGICAL CORPORATION
    1 FRANKLIN PARK ROAD
    BOSTON,MA02121
    NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 50,000
    COMMUNITY ACTION COMMITTEE OF CAPE COD & ISLANDS INC
    88 NORTH ST
    HYANNIS,MA026013841
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 10,000
    COMMUNITY MUSIC CENTER OF BOSTON
    34 WARREN AVE
    BOSTON,MA02116
    NONE PC CAPITAL PROJECT: BATHROOM RENOVATION FOR ACCESSIBILITY IMPROVEMENTS 25,000
    COMMUNITY SERVINGS INC
    179 AMORY STREET
    JAMAICA PLAIN,MA02130
    NONE PC HUNGER RELIEF & FOOD ACCESS IN GATEWAY CITIES 50,000
    CONGREGACION LEON DE JUDA
    62 NORTHAMPTON ST
    BOSTON,MA02118
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 5,000
    COUNCIL ON FOUNDATIONS INC
    1255 23RD ST NW STE 200
    WASHINGTON,DC200371152
    NONE PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 19,000
    CRISTO REY BOSTON HIGH SCHOOL INC
    100 SAVIN HILL AVENUE
    BOSTON,MA02125
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 25,000
    CROSSROADS FOR KIDS INC
    PO BOX 51395
    BOSTON,MA02205
    NONE PC RECREATION & ENRICHMENT CAMP OPPORTUNITIES FOR UNDERSERVED YOUTH 12,500
    DANIELS TABLE INC
    10 PEARL STREET
    FRAMINGHAM,MA01702
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 22,500
    DIGNITY MATTERS INC
    PO BOX 72
    WAYLAND,MA01778
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 25,000
    DIMOCK COMMUNITY HEALTH CENTER INC
    55 DIMOCK STREET
    ROXBURY,MA02119
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 75,000
    DISCOVERY MUSEUMS INC
    177 MAIN ST
    ACTON,MA01720
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000
    DOC WAYNE YOUTH SERVICES
    418 COMMONWEALTH AVENUE
    BOSTON,MA02215
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH 25,000
    DOVE INC
    PO BOX 690267
    QUINCY,MA02269
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 25,000
    EAST BOSTON SOCIAL CENTERS INC
    68 CENTRAL SQUARE
    EAST BOSTON,MA02128
    NONE PC SUPPORT FOR SOCIAL SERVICES FACILITY RENOVATIONS 25,000
    EASTER SEALS MASSACHUSETTS INC
    484 MAIN STREET SUITE 600
    WORCESTER,MA01608
    NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 25,000
    ECKHART TOLLE FOUNDATION
    413 SOUTH ARTHUR AVENUE
    LOUISVILLE,CO80027
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 10,000
    ELEVATED THOUGHT FOUNDATION INC
    15 UNION ST SUITE 120
    LAWRENCE,MA01840
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000
    EMERSON HEALTH CARE FOUNDATION INC
    133 ORNAC
    CONCORD,MA01742
    NONE SO I HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000
    EMERSON HOSPITAL
    133 OLD ROAD TO NINE ACRE CORNER
    CONCORD,MA01742
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 30,000
    EMMA PENDLETON BRADLEY HOSPITAL
    1011 VETERANS MEMORIAL PARKWAY
    RIVERSIDE,RI02915
    NONE PC SUPPORT FOR PLAYGROUND FACILITY RENOVATION 50,000
    EMMANUEL GOSPEL CENTER INC
    44 MOULTRIE STREET
    DORCHESTER,MA02124
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 25,000
    FAMILIES FIRST PARENTING PROGRAMS INC
    50 HUNT STREET SUITE 320
    WATERTOWN,MA02472
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000
    FAMILY AND COMMUNITY RESOURCES INC
    18 NEWTON ST
    BROCKTON,MA02301
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000
    FAMILY AID BOSTON INC
    3815 WASHINGTON STREET
    BOSTON,MA02130
    NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED FAMILIES 75,000
    FATHER BILLS & MAINSPRING INC
    430 BELMONT STREET
    BROCKTON,MA02301
    NONE PC SUPPORT FOR HOUSING RESOURCE CENTER FOR UNDERSERVED INDIVIDUALS 1,000,000
    FATHERS UPLIFT INC
    12 SOUTHERN AVE
    DORCHESTER,MA02124
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 50,000
    FOUND IN TRANSLATION
    1532B DORCHESTER AVENUE
    DORCHESTER,MA02122
    NONE PC SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000
    FOUNDATION TO ADVANCE CATHOLIC EDUCATION
    450 HIGHLAND STREET
    FALL RIVER,MA02720
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 25,000
    FRANCISCAN HOSPITAL FOR CHILDREN INC
    30 WARREN STREET
    BRIGHTON,MA021353602
    NONE PC CAPITAL SUPPORT FOR NEW BEHAVIORAL HEALTH FACILITY 2,000,000
    FRIENDS OF ACADIA
    PO BOX 45
    BAR HARBOR,ME04609
    NONE PC PROGRAM EQUIPMENT REPLACEMENT SUPPORT 15,000
    FRIENDS OF CARITAS CUBANA CORPORATION
    81 WASHINGTON AVE
    CAMBRIDGE,MA02140
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 5,000
    FRIENDS OF THE ANIMAL SHELTER INC
    PO BOX 2207
    AIKEN,SC29802
    NONE PC SUPPORT OF ANIMAL SHELTER MISSION 15,000
    FRIENDS OF THE CHILDREN - BOSTON
    184 DUDLEY STREET SUITE 100
    ROXBURY,MA02119
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000
    FUND FOR CATHOLIC SCHOOLS INC
    66 BROOKS DRIVE 4TH FLOOR
    BRAINTREE,MA02184
    NONE PC SCHOLARSHIPS TO ACCESS PROFESSIONAL DEVELOPMENT OPPORTUNITIES 25,000
    GENERATION EXCEL YOUTH DEVELOPMENT PROGRAM INC
    40 WALK HILL STREET
    JAMAICA PLAIN,MA02130
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000
    GEORGETOWN MEMORIAL HOSPITAL
    PO BOX 1718
    GEORGETOWN,SC29442
    NONE PC SUPPORT FOR SURGICAL FACILITY FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 1,200,000
    GOOD SPORTS INC
    1515 WASHINGTON STREET SUITE 300
    BRAINTREE,MA02184
    NONE PC BASEBALL & SOFTBALL EQUIPMENT FOR UNDERSERVED COMMUNITIES 25,000
    HALE RESERVATION INC
    80 CARBY STREET
    WESTWOOD,MA02090
    NONE PC STRATEGIC INVESTMENT FOR INFRASTRUCTURE PROJECT 250,000
    HARBORCOV INC
    PO BOX 505754
    CHELSEA,MA02150
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 75,000
    HEALTH CARE WITHOUT WALLS INC
    148 LINDEN STREET SUITE 208
    WELLESLEY,MA02482
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 25,000
    HEBREW SENIORLIFE INC
    1200 CENTRE ST
    BOSTON,MA02131
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 100,000
    HEROES IN TRANSITION INC
    27 BATES ROAD SUITE 135
    SUITE MASHPEE,MA026493280
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 20,000
    HOUSE OF POSSIBILITIES INC
    350 WASHINGTON STREET
    NORTH EASTON,MA02356
    NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 100,000
    HOUSING ASSISTANCE CORPORATION
    460 WEST MAIN STREET
    HYANNIS,MA02601
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000
    HOUSING FAMILIES INC
    919 EASTERN AVENUE
    MALDEN,MA02148
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000
    IMMIGRANT LEARNING CENTER INC
    442 MAIN STREET
    MALDEN,MA02148
    NONE PC SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000
    INQUILINOS BORICUAS EN ACCION INC
    405 SHAWMUT AVENUE
    BOSTON,MA02118
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 50,000
    INSTITUTE FOR NONPROFIT PRACTICE INC
    89 SOUTH STREET SUITE LL02
    BOSTON,MA02111
    NONE PC SCHOLARSHIPS TO ACCESS PROFESSIONAL DEVELOPMENT OPPORTUNITIES 25,000
    INTERFAITH SOCIAL SERVICES INC
    105 ADAMS STREET
    QUINCY,MA02169
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 50,000
    INTERNATIONAL AFRICAN AMERICAN MUSEUM
    PO BOX 22761
    CHARLESTON,SC29413
    NONE PC SUPPORT OF NEW MUSEUM IN CHARLESTON, SC 1,000,000
    ISABELLA STEWART GARDNER MUSEUM INC
    25 EVANS WAY
    BOSTON,MA021155538
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 10,000
    ISABELLA STEWART GARDNER MUSEUM INC
    25 EVANS WAY
    BOSTON,MA021155538
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000
    JACKIE ROBINSON FOUNDATION INC
    75 VARICK STREET 2ND FLOOR
    NEW YORK,NY10013
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 40,000
    JEWISH COMMUNITY CENTER OF GREATER BOSTON INC
    333 NAHANTON STREET
    NEWTON CENTER,MA02459
    NONE PC INCLUSIVE CAMP FOR YOUTH WITH DISABILITIES 25,000
    JUPITER MEDICAL CENTER FOUNDATION INC
    1210 SOUTH OLD DIXIE HIGHWAY
    JUPITER,FL334587205
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 10,000
    KRIPALU CENTER FOR YOGA & HEALTH INC
    57 INTERLAKEN ROAD
    STOCKBRIDGE,MA01262
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS AND YOUTH 25,000
    LAWRENCE BOYS CLUB & GIRLS CLUB INC
    136 WATER STREET
    LAWRENCE,MA01841
    NONE PC RECREATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000
    LEARN LIVE LOVE INC
    PO BOX 292
    SCITUATE,MA02066
    NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 25,000
    LEWIS UNIVERSITY
    ONE UNIVERSITY PARKWAY
    ROMEOVILLE,IL604462200
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 25,000
    LOUISA MAY ALCOTTS ORCHARD HOUSE INC
    399 LEXINGTON RD
    CONCORD,MA017423712
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 15,000
    LOVIN' SPOONFULS INC
    1304 COMMONWEALTH AVENUE SUITE E
    BOSTON,MA02134
    NONE PC HUNGER RELIEF & FOOD ACCESS 75,000
    LOWELL CATHOLIC
    530 STEVENS STREET
    LOWELL,MA01851
    NONE PC SUPPORT FOR SCHOOL FACILITY RENOVATIONS 100,000
    MARGARITA MUNIZ ACADEMY FOUNDATION INC
    20 CHILD STREET
    JAMAICA PLAIN,MA021303223
    NONE PC TUITION SCHOLARSHIPS & ARTS PROGRAM FOR EDUCATIONAL OPPORTUNITY 15,000
    MASS MENTORING PARTNERSHIP INC
    75 KNEELAND STREET 11TH FLOOR
    BOSTON,MA02111
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH 20,000
    MASS MENTORING PARTNERSHIP INC
    75 KNEELAND STREET 11TH FLOOR
    BOSTON,MA02111
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH 100,000
    MASSACHUSETTS AMATEUR SPORTS
    55 SIXTH ROAD
    WOBURN,MA01801
    NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 40,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    208 SOUTH GREAT ROAD
    LINCOLN,MA017734816
    NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25,000
    MERRIMACK VALLEY FOOD BANK INC
    735 BROADWAY STREET
    LOWELL,MA01854
    NONE PC HUNGER RELIEF & FOOD ACCESS 25,000
    MILL CITY GROWS INC
    650 SUFFOLK ST SUITE G10
    LOWELL,MA01854
    NONE PC HUNGER RELIEF & FOOD ACCESS 25,000
    MISSION OF DEEDS INC
    6 CHAPIN AVENUE
    READING,MA01867
    NONE PC BASIC NEEDS (BEDS, FURNISHINGS) FOR FORMERLY HOMELESS INDIVIDUALS AND FAMILIES 25,000
    MORE THAN WORDS INC
    56 FELTON STREET
    WALTHAM,MA02453
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED YOUTH 95,000
    MORGAN MEMORIAL GOODWILL INDUSTRIES INC
    1010 HARRISON AVENUE
    BOSTON,MA02119
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 25,000
    MOTHERS FOR JUSTICE & EQUALITY
    2201 WASHINGTON STREET SUITE 307
    ROXBURY,MA02119
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000
    MUJERES UNIDAS AVANZANDO INC
    54 CLAYTON STREET
    DORCHESTER,MA02122
    NONE PC CAPITAL PROJECT FOR SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000
    MUSEUM OF SCIENCE
    1 SCIENCE PARK
    BOSTON,MA02114
    NONE PC CAPITAL IMPROVEMENTS TO LIVE ANIMAL EXHIBIT 100,000
    MY BROTHERS KEEPER INC
    PO BOX 338
    EASTON,MA02356
    NONE PC EXPANSION AND RENOVATION OF EASTON FACILITY 250,000
    MY BROTHERS KEEPER INC
    PO BOX 338
    EASTON,MA02356
    NONE PC HOLIDAY GIFT PROGRAM FOR UNDERSERVED FAMILIES 100,000
    NASHOBA LEARNING GROUP INC
    10 OAK PARK DRIVE
    BEDFORD,MA01730
    NONE PC ELEVATOR RENOVATION AT FACILITY FOR PEOPLE WITH DISABILITIES 100,000
    NATIONAL CENTER OF AFRO AMERICAN ARTISTS INC
    300 WALNUT AVENUE
    BOSTON,MA02119
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000
    NATIONAL MUSEUM OF RACING INC
    191 UNION AVE
    SARATOGA SPGS,NY128663513
    NONE PC SUPPORT OF MUSEUM PROGRAMS 5,000
    NATIVITY-BOSTON INC
    39 LAMARTINE ST
    JAMAICA PLAIN,MA02130
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 40,000
    NEW BEGINNINGS REENTRY SERVICES INC
    100R WARREN STREET
    ROXBURY,MA02119
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 25,000
    NEW ENGLAND AQUARIUM CORPORATION
    CENTRAL WHARF
    BOSTON,MA02110
    NONE PC SUPPORT FOR RENOVATIONS TO OCEAN REEF EXHIBIT 50,000
    NEW ENGLAND PANS PANDAS ASSOCIATION INC
    PO BOX 592
    RAYNHAM CENTER,MA02768
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 5,000
    NEWTON-WELLESLEY HOSPITAL
    2014 WASHINGTON STREET
    NEWTON,MA02462
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000
    NORTHEAST ARC
    1 SOUTHSIDE ROAD
    DANVERS,MA01923
    NONE PC CAPITAL PROJECT TO ENHANCE OPPORTUNITY FOR PEOPLE WITH DISABILITIES 100,000
    NOTRE DAME HIGH SCHOOL OF LAWRENCE INC
    203 LAWRENCE ST
    METHUEN,MA01844
    NONE PC TUITION SCHOLARSHIPS TO ACCESS EDUCATIONAL OPPORTUNITIES 50,000
    OUR NEIGHBORS' TABLE
    194 MAIN STREET
    AMESBURY,MA01913
    NONE PC HUNGER RELIEF & FOOD ACCESS 25,000
    PARTNERS HEALTHCARE SYSTEM INC
    DEVELOPMENT OFFICE 125 NASHUA
    STREET SUITE 540
    BOSTON,MA02114
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 20,000
    PHILANTHROPY MASSACHUSETTS INC
    133 FEDERAL ST STE 802
    BOSTON,MA021101712
    NONE PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 21,500
    PHILANTHROPY MASSACHUSETTS INC
    133 FEDERAL ST STE 802
    BOSTON,MA021101712
    NONE PC SUMMERFUND: RECREATION & ENRICHMENT FOR UNDERSERVED YOUTH 150,000
    PIERS PARK SAILING CENTER INC
    95 MARGINAL STREET
    EAST BOSTON,MA02128
    NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 25,000
    PINE STREET INN INC
    444 HARRISON AVENUE
    BOSTON,MA02118
    NONE PC CAPITAL SUPPORT TO SCALE PERMANENT SUPPORTIVE HOUSING FOR THE HOMELESS 2,000,000
    PLUMMER YOUTH PROMISE
    37 WINTER ISLAND ROAD
    SALEM,MA01970
    NONE PC CAPITAL PURCHASE (VAN) FOR PROGRAM SERVING VULNERABLE YOUTH 25,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    HARVARD UNIVERSITY
    CAMBRIDGE,MA02138
    NONE PC SCHOLARSHIP PROGRAM 5,000
    PROJECT BREAD - THE WALK FOR HUNGER INC
    145 BORDER STREET
    BOSTON,MA021281903
    NONE PC HUNGER RELIEF & FOOD ACCESS 50,000
    PROJECT RIGHT INC
    320-A BLUE HILL AVE
    DORCHESTER,MA02121
    NONE PC PROGRAMMATIC SUPPORT AND OUTREACH FOR VULNERABLE YOUTH 25,000
    RAW ART WORKS INC
    37 CENTRAL SQUARE
    LYNN,MA01901
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000
    REAGLE MUSIC THEATRE OF GREATER BOSTON
    617 LEXINGTON ST
    WALTHAM,MA02462
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 10,000
    RHODE ISLAND HOSPITAL
    593 EDDY STREET
    PROVIDENCE,RI02903
    NONE PC SUPPORT FOR EXPANSION AND RENOVATION OF HASBRO EMERGENCY DEPARTMENT 300,000
    ROCA INC
    101 PARK STREET
    CHELSEA,MA02150
    NONE PC RENOVATION TO NEW LOCATION PROVIDING PROGRAMS FOR VULNERABLE INDIVIDUALS 100,000
    RODMAN RIDE FOR KIDS INC
    10 LINCOLN ROAD
    FOXBORO,MA02035
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 50,000
    ROGERSON COMMUNITIES
    1 FLORENCE ST
    BOSTON,MA02131
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 50,000
    ROMAN CATHOLIC BISHOP OF FALL RIVER CATHOLIC EDUCATION CENTER DBA BISHOP ST
    500 SLOCUM RD
    N DARTMOUTH,MA02747
    NONE PC CAPITAL RENOVATIONS FOR BASEBALL & SPORTS FIELD FACILITIES 25,000
    ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC
    185 KNEELAND STREET
    BOSTON,MA02111
    NONE PC SUPPORT FOR NEW PLAYGROUND AND OPEN SPACE FACILITIES IN CHINATOWN 100,000
    ROSIES PLACE INC
    889 HARRISON AVENUE
    BOSTON,MA02118
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 100,000
    ROUND THE BEND FARM INC
    92 ALLEN NECK ROAD
    DARTMOUTH,MA027481002
    NONE PC HUNGER RELIEF & FOOD ACCESS 55,000
    ROXBURY PRESBYTERIAN CHURCH SOCIAL IMPACT CENTER INC
    328 WARREN STREET
    BOSTON,MA02119
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000
    SAINT FRANCIS HOUSE INC
    39 BOYLSTON STREET
    BOSTON,MA02116
    NONE PC STRATEGIC INVESTMENT TO PLAN SHELTER RENOVATION 400,000
    SILVER LINING MENTORING INC
    727 ATLANTIC AVENUE
    BOSTON,MA02111
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH 25,000
    SOCIEDAD LATINA INC
    1530 TREMONT STREET
    ROXBURY,MA021202929
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 5,000
    SOUNDS TRUE FOUNDATION
    413 S ARTHUR AVENUE
    LOUISVILLE,CO800273013
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 10,000
    SOUTH BOSTON CATHOLIC ACADEMY
    866 EAST BROADWAY
    SOUTH BOSTON,MA02127
    NONE PC RENOVATION OF SCHOOL FACILITY 250,000
    SOUTHEASTERN MASSACHUSETTS VETERANS HOUSING PROGRAM INC
    1297 PURCHASE STREET
    NEW BEDFORD,MA02740
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 25,000
    SPECIAL OLYMPICS MASSACHUSETTS INC
    512 FOREST STREET
    MARLBOROUGH,MA01752
    NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 50,000
    SPORTS MUSEUM INC
    100 LEGENDS WAY
    BOSTON,MA02114
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000
    ST MARY OF THE HILLS SCHOOL
    250 BROOK ROAD
    MILTON,MA02186
    NONE PC RENOVATION OF SCHOOL FACILITY 150,000
    ST MARY'S CENTER FOR WOMEN AND CHILDREN
    90 CUSHING AVENUE
    DORCHESTER,MA02125
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED WOMEN AND CHILDREN 40,000
    ST PATRICK PARISH
    118 SOUTH BROADWAY
    LAWRENCE,MA01843
    NONE PC CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS 25,000
    THE B E L L FOUNDATION INC
    ONE UNIVERSITY AVENUE SUITE 201 A
    NORTH BUILDING
    WESTWOOD,MA02090
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 20,000
    THE B E L L FOUNDATION INC
    ONE UNIVERSITY AVENUE SUITE 201 A
    NORTH BUILDING
    WESTWOOD,MA02090
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000
    THE BASEBALL INC
    150 SHIRLEY ST
    ROXBURY,MA02119
    NONE PC BASEBALL PROGRAMS FOR URBAN YOUTH FOR RECREATION & SKILLS DEVELOPMENT 50,000
    THE FAMILY PANTRY OF CAPE COD CORP
    133 QUEEN ANNE ROAD
    HARWICH,MA02645
    NONE PC HUNGER RELIEF & FOOD ACCESS 25,000
    THE FOOD BANK OF WESTERN MASSACHUSETTS INC
    97 NORTH HATFIELD ROAD
    HATFIELD,MA010389773
    NONE PC HUNGER RELIEF & FOOD ACCESS 75,000
    THE LYRIC STAGE COMPANY OF BOSTON INC
    140 CLARENDON STREET
    BOSTON,MA021165169
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 50,000
    THE MATCH FOUNDATION INC
    215 FOREST HILLS STREET
    JAMAICA PLAIN,MA021303302
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 5,000
    THE MCLEAN HOSPITAL CORPORATION
    115 MILL STREET MAIL STOP 126
    BELMONT,MA02478
    NONE PC CAPITAL UPGRADES TO MENTAL HEALTH FACILITY 100,000
    THE SALVATION ARMY
    25 SHAWMUT ROAD
    CANTON,NY02021
    NONE PC HUNGER RELIEF & FOOD ACCESS 50,000
    THE URBAN FARMING INSTITUTE OF BOSTON INC
    487 NORFOLK STREET
    MATTAPAN,MA02126
    NONE PC HUNGER RELIEF & FOOD ACCESS 25,000
    THE WANG CENTER FOR THE PERFORMING ARTS INC
    270 TREMONT STREET
    BOSTON,MA02116
    NONE PC CAPITAL PROJECT: ELEVATOR RENOVATION FOR ACCESSIBILITY IMPROVEMENTS 500,000
    THEATREZONE INC
    100 CAPTAINS ROW 306
    CHELSEA,MA02150
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000
    THOMAS CHEW MEMORIAL BOYS CLUB INC
    PO BOX 5155
    FALL RIVER,MA02723
    NONE PC CAPITAL RENOVATIONS TO CLUBHOUSE SERVING VULNERABLE YOUTH 50,000
    THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC
    PO BOX 127
    BOSTON,MA02127
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000
    TRUSTEES OF BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467
    NONE PC CAPITAL PROJECT: CONSTRUCTION OF FRATES CENTER BASEBALL & SOFTBALL FIELD COMPLEX 1,800,000
    TRUSTEES OF BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467
    NONE PC CAPITAL PROJECT: CONSTRUCTION OF FRATES CENTER BASEBALL & SOFTBALL FIELD COMPLEX 125,000
    TRUSTEES OF BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467
    NONE PC CAPITAL PROJECT: CONSTRUCTION OF FRATES CENTER BASEBALL & SOFTBALL FIELD COMPLEX 2,200,000
    TRUSTEES OF MOUNT HOLYOKE COLLEGE
    50 COLLEGE STREET
    SOUTH HADLEY,MA01075
    NONE PC SUPPORT OF EQUESTRIAN TEAM PROGRAM 15,000
    TRUSTEES OF RESERVATIONS
    200 HIGH STREET 4TH FLOOR
    BOSTON,MA02110
    NONE PC CAPITAL PURCHASE (VAN) FOR NATURE & WILDLIFE OUTREACH PROGRAMS 75,000
    TRUSTEES OF TUFTS UNIVERSITY
    136 HARRISON AVENUE
    BOSTON,MA02111
    NONE PC SUPPORT OF HONORARIUM PROGRAM 5,000
    UNION CAPITAL BOSTON
    1542 COLUMBUS AVENUE
    ROXBURY,MA02119
    NONE PC SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 10,000
    UNIVERSITY OF MASSACHUSETTS FOUNDATION INC
    ONE BEACON STREET 31ST FLOOR
    BOSTON,MA02108
    NONE PC SUPPORT OF CAMP SHRIVER, INCLUSIVE CAMP FOR YOUTH WITH DISABILITIES 25,000
    USS CONSTITUTION MUSEUM INC
    PO BOX 291812
    CHARLESTOWN,MA02129
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000
    UTEC INC
    35 WARREN ST
    LOWELL,MA018520000
    NONE PC CAPITAL PROJECT: WOODWORKING FACILITY FOR SKILLS-BUILDING 500,000
    WAYPOINT ADVENTURE
    453 CONCORD AVE
    LEXINGTON,MA02421
    NONE PC EQUIPMENT FOR RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 25,000
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 80,000
    WOMENS LUNCH PLACE INC
    67 NEWBURY STREET
    BOSTON,MA02116
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 50,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    266 WOODS HOLE ROAD
    WOODS HOLE,MA02543
    NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25,000
    Y2Y NETWORK
    955 MASS AVE 424
    CAMBRIDGE,MA02139
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 50,000
    YAWKEY BASEBALL LEAGUE
    31 ELY ROAD
    DORCHESTER,MA02124
    NONE PC BASEBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 40,000
    YEAR UP INC
    45 MILK STREET
    BOSTON,MA02109
    NONE PC SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON INC
    316 HUNTINGTON AVENUE
    BOSTON,MA02115
    NONE PC RECREATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000
    YOUTH ENRICHMENT SERVICES INC
    412 MASSACHUSETTS AVENUE
    BOSTON,MA02118
    NONE PC RECREATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 65,000
    YWCA OF SOUTHEASTERN MASSACHUETTS
    20 SOUTH SIXTH STREET
    NEW BEDFORD,MA02740
    NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000
    Total .................................bullet 3a 24,257,133
    bApproved for future payment
    ARTS & BUSINESS COUNCIL OF GREATER BOSTON
    15 CHANNEL CENTER ST STE 103
    BOSTON,MA02210
    NONE PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 25,000
    BETH ISRAEL DEACONESS MEDICAL CENTER INC
    330 BROOKLINE AVE
    BOSTON,MA022155400
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 500,000
    BLUE HILL OBSERVATORY SCIENCE CENTER INC
    1 OBSERVATORY SERVICE ROAD
    MILTON,MA02186
    NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 50,000
    BOSTON COMMUNITY PEDIATRICS
    527 ALBANY STREET SUITE 200
    BOSTON,MA02118
    NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000
    BOSTON FOUNDATION INC
    75 ARLINGTON STREET 3RD FLOOR
    BOSTON,MA02116
    NONE PC SUPPORT FOR KING BOSTON: THE EMBRACE MONUMENT 250,000
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC
    780 ALBANY ST
    BOSTON,MA02118
    NONE PC HEALTH CARE ACCESS FOR HOMELESS INDIVIDUALS 300,000
    BOSTON SYMPHONY ORCHESTRA INC
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115
    NONE PC CAPITAL IMPROVEMENTS PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 50,000
    BOYS AND GIRLS CLUBS OF BOSTON INC
    200 HIGH STREET SUITE 3B
    BOSTON,MA02110
    NONE PC RECREATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 200,000
    BREAKTIME CAFE INC
    170 PORTLAND ST
    BOSTON,MA02114
    NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 50,000
    BRIDGE OVER TROUBLED WATERS INC
    47 WEST STREET
    BOSTON,MA021111219
    NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 450,000
    CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC
    465 SCHOOL STREET
    LOWELL,MA01851
    NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 50,000
    CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC
    275 WEST BROADWAY
    BOSTON,MA02127
    NONE PC BASIC NEEDS CAPACITY BUILDING IN LYNN AND BROCKTON 525,000
    COMMONWEALTH ZOOLOGICAL CORPORATION
    1 FRANKLIN PARK ROAD
    BOSTON,MA02121
    NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 50,000
    COMMUNITY SERVINGS INC
    179 AMORY STREET
    JAMAICA PLAIN,MA02130
    NONE PC HUNGER RELIEF & FOOD ACCESS IN GATEWAY CITIES 50,000
    DISCOVERY MUSEUMS INC
    177 MAIN ST
    ACTON,MA01720
    NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 50,000
    FAMILY AND COMMUNITY RESOURCES INC
    18 NEWTON ST
    BROCKTON,MA02301
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000
    FATHER BILLS & MAINSPRING INC
    430 BELMONT STREET
    BROCKTON,MA02301
    NONE PC SUPPORT FOR HOUSING RESOURCE CENTER FOR UNDERSERVED INDIVIDUALS 1,000,000
    FATHERS UPLIFT INC
    12 SOUTHERN AVE
    DORCHESTER,MA02124
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 50,000
    FRANCISCAN HOSPITAL FOR CHILDREN INC
    30 WARREN STREET
    BRIGHTON,MA021353602
    NONE PC CAPITAL SUPPORT FOR NEW BEHAVIORAL HEALTH FACILITY 3,000,000
    INSTITUTE FOR NONPROFIT PRACTICE INC
    89 SOUTH STREET SUITE LL02
    BOSTON,MA02111
    NONE PC SCHOLARSHIPS TO ACCESS PROFESSIONAL DEVELOPMENT OPPORTUNITIES 25,000
    MASS MENTORING PARTNERSHIP INC
    75 KNEELAND STREET 11TH FLOOR
    BOSTON,MA02111
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH 200,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    208 SOUTH GREAT ROAD
    LINCOLN,MA017734816
    NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25,000
    MORGAN MEMORIAL GOODWILL INDUSTRIES INC
    1010 HARRISON AVENUE
    BOSTON,MA02119
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 25,000
    MOTHERS FOR JUSTICE & EQUALITY
    2201 WASHINGTON STREET SUITE 307
    ROXBURY,MA02119
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 50,000
    NEW ENGLAND AQUARIUM CORPORATION
    CENTRAL WHARF
    BOSTON,MA02110
    NONE PC SUPPORT FOR RENOVATIONS TO OCEAN REEF EXHIBIT 50,000
    PHILANTHROPY MASSACHUSETTS INC
    133 FEDERAL ST STE 802
    BOSTON,MA021101712
    NONE PC SUMMERFUND: RECREATION & ENRICHMENT FOR UNDERSERVED YOUTH 175,000
    PINE STREET INN INC
    444 HARRISON AVENUE
    BOSTON,MA02118
    NONE PC CAPITAL SUPPORT TO SCALE PERMANENT SUPPORTIVE HOUSING FOR THE HOMELESS 3,000,000
    PROJECT RIGHT INC
    320-A BLUE HILL AVE
    DORCHESTER,MA02121
    NONE PC PROGRAMMATIC SUPPORT AND OUTREACH FOR VULNERABLE YOUTH 50,000
    RODMAN RIDE FOR KIDS INC
    10 LINCOLN ROAD
    FOXBORO,MA02035
    NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 50,000
    ROXBURY PRESBYTERIAN CHURCH SOCIAL IMPACT CENTER INC
    328 WARREN STREET
    BOSTON,MA02119
    NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 50,000
    Total .................................bullet 3b 10,425,000
    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 8,794  
    4 Dividends and interest from securities ....          
    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 ............
    901101 297,545 18 43,843,817  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS OTHER INCOME
        01 1,969  
    bNATURAL RESOURCE INCOME     15 19,438  
    cPRIVATE EQUITY INCOME PER BOOKS     01 43,156  
    dSECURITY LITIGATION INCOME     01 17,076  
    ePARTNERSHIP INCOME 901101 -236,895 14 236,895  
    fRECOVERIES OF QUALIFYING DISTRIBUTIONS     01 2,000,000  
    12 Subtotal. Add columns (b), (d), and (e) .. 60,650 54,893,729 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    54,954,379
    (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:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ERNST & YOUNG LLP 199,991 58,715 0 85,476

    TY 2021 GeneralExplanationAttachment
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Identifier Return Reference Explanation
    PARTNERSHIP INVESTMENT CAPITAL GAINS AND LOSSES 990-PF, PART IV, LINE 1 AS A LIMITED PARTNER IN VARIOUS PARTNERSHIP INVESTMENTS, CAPITAL GAIN AND LOSS DETAILS WERE PROVIDED TO YAWKEY FOUNDATION II AS NET INCOME (LOSS) TOTALS PER FORMS K-1. AS DETAILS RELATING TO GROSS SALES PRICE AND COST BASIS HAVE NOT BEEN PROVIDED TO YAWKEY FOUNDATION II, THE FOUNDATION HAS REPORTED INCOME FROM PARTNERSHIPS THAT HAVE GENERATED A NET CAPITAL GAIN IN COLUMN (E) AND HAVE REPORTED LOSSES FROM PARTNERSHIPS THAT HAVE GENERATED A NET CAPITAL LOSS IN COLUMN (G) ON FORM 990-PF, PART IV.
    NON-CASH DONATION 990-PF, PART I, LINE 25 DURING THE YEAR 12/31/2021, YAWKEY FOUNDATION II MADE THE FOLLOWING NON-CASH DONATIONS:NON-CASH DONATION #1DATE OF THE GIFT: 01/11/2021DESCRIPTION OF CONTRIBUTED PROPERTY: VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES (VIGIX) - 9,195.402 SHARESBOOK VALUE OF CONTRIBUTED PROPERTY: $499,501METHOD USED TO DETERMINE BOOK VALUE: AVERAGE PURCHASE PRICEMETHOD USED TO DETERMINE FAIR MARKET VALUE: ACTIVE MARKET PRICERECIPIENT: GEORGETOWN MEMORIAL HOSPITALNON-CASH DONATION #2DATE OF THE GIFT: 12/29/2021DESCRIPTION OF CONTRIBUTED PROPERTY: VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES (VIGIX) - 4,801.633 SHARESBOOK VALUE OF CONTRIBUTED PROPERTY: $263,232METHOD USED TO DETERMINE BOOK VALUE: AVERAGE PURCHASE PRICEMETHOD USED TO DETERMINE FAIR MARKET VALUE: ACTIVE MARKET PRICERECIPIENT: TRUSTEES OF BOSTON COLLEGE

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Name of Bond End of Year Book Value End of Year Fair Market Value
    IR+M CORE BOND FUND II 24,698,009 24,698,009
    3M COMPANY 33,398 33,398
    ABBVIE INC 73,937 73,937
    ABBVIE INC 39,572 39,572
    ABBVIE INC 28,550 28,550
    AEP TEXAS INC 141,862 141,862
    AMAZON.COM INC 94,955 94,955
    AMERICAN EXPRESS CREDIT ACCOUN 131,899 131,899
    AMERICAN EXPRESS CREDIT ACCOUN 114,152 114,152
    AMERICAN INTL GROUP 87,255 87,255
    AMERICAN TOWER CORP 56,173 56,173
    AMERICREDIT AUTOMOBILE RECEIVA 35,733 35,733
    AMGEN INC 35,427 35,427
    ANHEUSER BUSCH INBEV WOR 54,528 54,528
    ANHEUSER BUSCH INBEV WOR 37,760 37,760
    APPLE INC 25,632 25,632
    ASTRAZENECA FINANCE LLC 14,169 14,169
    AT+T INC 92,404 92,404
    BANK OF AMERICA CORP 117,556 117,556
    BANK OF AMERICA CORP 70,972 70,972
    BANK OF AMERICA CORP 68,297 68,297
    BANK OF NY MELLON CORP 63,491 63,491
    BAYLOR SCOTT + WHITE HOL 66,670 66,670
    BECTON DICKINSON AND CO 40,316 40,316
    BENCHMARK MORTGAGE TRUST 54,298 54,298
    BOEING CO 119,960 119,960
    BOEING CO 75,920 75,920
    BP CAP MARKETS AMERICA 68,459 68,459
    BROADCOM INC 32,732 32,732
    CANADIAN NATL RESOURCES 27,744 27,744
    CANADIAN NATL RESOURCES 23,269 23,269
    CANADIAN PACIFIC RAILWAY 32,836 32,836
    CAPITAL ONE FINANCIAL CO 85,089 85,089
    CAPITAL ONE MULTI ASSET EXECUT 359,631 359,631
    CAPITAL ONE MULTI ASSET EXECUT 75,357 75,357
    CARDINAL HEALTH INC 24,903 24,903
    CARMAX AUTO OWNER TRUST 78,021 78,021
    CARRIER GLOBAL CORP 70,571 70,571
    CARVANA AUTO RECEIVABLES TRUST 147,897 147,897
    CARVANA AUTO RECEIVABLES TRUST 99,805 99,805
    CARVANA AUTO RECEIVABLES TRUST 56,056 56,056
    CENOVUS ENERGY INC 35,295 35,295
    CHARTER COMM OPT LLC/CAP 67,390 67,390
    CIGNA CORP 59,478 59,478
    CIGNA CORP 32,943 32,943
    CITIGROUP COMMERCIAL MORTGAGE 11,505 11,505
    CITIGROUP INC 107,285 107,285
    CITIGROUP INC 31,023 31,023
    CLEVELAND ELECTRIC ILLUM 36,430 36,430
    CMS ENERGY CORP 29,350 29,350
    CMS ENERGY CORP 15,992 15,992
    CNH EQUIPMENT TRUST 30,651 30,651
    COMCAST CORP 40,142 40,142
    COMCAST CORP 22,507 22,507
    COMM MORTGAGE TRUST 155,208 155,208
    COMMONWEALTH EDISON CO 48,484 48,484
    CONAGRA BRANDS INC 29,167 29,167
    CSX CORP 79,399 79,399
    CSX CORP 38,459 38,459
    CVS HEALTH CORP 72,086 72,086
    CVS HEALTH CORP 3,913 3,913
    DIGITAL REALTY TRUST LP 41,308 41,308
    DISCOVERY COMMUNICATIONS 53,276 53,276
    DOMINION ENERGY INC 22,710 22,710
    DOW CHEMICAL CO/THE 46,236 46,236
    DTE ENERGY CO 64,650 64,650
    DUKE ENERGY CORP 34,104 34,104
    DUKE ENERGY PROGRESS LLC 11,995 11,995
    ELEVANCE HEALTH INC 102,411 102,411
    EMERA US FINANCE LP 54,752 54,752
    ENBRIDGE INC 34,491 34,491
    EVERSOURCE ENERGY 117,841 117,841
    EXELON CORP 113,057 113,057
    FANNIEMAE ACES 268,641 268,641
    FEDEX CORP 49,825 49,825
    FEDEX CORP 24,481 24,481
    FIDELITY NATL INFO SERV 115,269 115,269
    FIRST MARYLAND CAP I 48,166 48,166
    FORD CREDIT AUTO LEASE TRUST 80,427 80,427
    FORD CREDIT FLOORPLAN MASTER O 177,406 177,406
    GE CAPITAL INTL FUNDING 118,932 118,932
    GOLDMAN SACHS GROUP INC 69,803 69,803
    GOLDMAN SACHS GROUP INC 65,354 65,354
    GS MORTGAGE SECURITIES TRUST 83,015 83,015
    HARLEY DAVIDSON MOTORCYCLE TRU 47,812 47,812
    HARLEY DAVIDSON MOTORCYCLE TRU 29,706 29,706
    HSBC HOLDINGS PLC 95,342 95,342
    HYUNDAI AUTO RECEIVABLES TRUST 37,661 37,661
    HYUNDAI AUTO RECEIVABLES TRUST 21,857 21,857
    IBM CORP 46,983 46,983
    JERSEY CENTRAL PWR + LT 23,901 23,901
    JP MORGAN CHASE COMMERCIAL MOR 50,236 50,236
    JP MORGAN CHASE COMMERCIAL MOR 28,876 28,876
    JP MORGAN CHASE COMMERCIAL MOR 21,908 21,908
    JPMBB COMMERCIAL MORTGAGE SECU 112,473 112,473
    JPMBB COMMERCIAL MORTGAGE SECU 78,699 78,699
    JPMORGAN CHASE + CO 125,288 125,288
    JPMORGAN CHASE + CO 123,169 123,169
    JPMORGAN CHASE + CO 37,501 37,501
    KIMBERLY CLARK CORP 54,011 54,011
    KIMCO REALTY CORP 38,741 38,741
    KINDER MORGAN ENER PART 18,672 18,672
    KINDER MORGAN INC 30,005 30,005
    KINDER MORGAN INC/DELAWA 21,676 21,676
    KROGER CO 49,056 49,056
    L3HARRIS TECH INC 32,451 32,451
    LOWE S COS INC 34,548 34,548
    LOWE S COS INC 30,122 30,122
    LYB INTL FINANCE BV 45,094 45,094
    MERCEDES BENZ AUTO LEASE TRUST 17,976 17,976
    MICROSOFT CORP 142,361 142,361
    MISSISSIPPI POWER CO 27,442 27,442
    MONDELEZ INTERNATIONAL 50,825 50,825
    MORGAN STANLEY 81,106 81,106
    MORGAN STANLEY 24,013 24,013
    MORGAN STANLEY BAML TRUST 156,269 156,269
    MORGAN STANLEY BAML TRUST 144,382 144,382
    MORGAN STANLEY CAPITAL I TRUST 170,103 170,103
    MORGAN STANLEY CAPITAL I TRUST 113,822 113,822
    MPLX LP 29,113 29,113
    NEXTERA ENERGY CAPITAL 49,907 49,907
    NISOURCE INC 79,596 79,596
    NISOURCE INC 65,651 65,651
    NISSAN AUTO RECEIVABLES OWNER 38,769 38,769
    NORFOLK SOUTHERN CORP 27,497 27,497
    NORTHROP GRUMMAN CORP 78,165 78,165
    ORACLE CORP 40,699 40,699
    ORACLE CORP 27,083 27,083
    PEPSICO INC 56,914 56,914
    PLAINS ALL AMER PIPELINE 48,241 48,241
    PNC FINANCIAL SERVICES 82,587 82,587
    PRES + FELLOWS OF HARVAR 6,835 6,835
    QUALCOMM INC 89,849 89,849
    RAYTHEON TECH CORP 40,922 40,922
    RAYTHEON TECH CORP 23,856 23,856
    SANTANDER DRIVE AUTO RECEIVABL 16,155 16,155
    SEMPRA ENERGY 40,360 40,360
    SMALL BUSINESS ADMINISTRATION 52,732 52,732
    SMALL BUSINESS ADMINISTRATION 36,535 36,535
    SMALL BUSINESS ADMINISTRATION 25,085 25,085
    SMALL BUSINESS ADMINISTRATION 9,322 9,322
    SMALL BUSINESS ADMINISTRATION 7,198 7,198
    SOUTHERN CAL EDISON 113,223 113,223
    SOUTHERN CO 91,144 91,144
    SOUTHERN CO 24,834 24,834
    STANFORD UNIVERSITY 31,650 31,650
    SYNCHRONY CREDIT CARD MASTER N 127,100 127,100
    T MOBILE USA INC 35,493 35,493
    TJX COS INC 47,858 47,858
    TYSON FOODS INC 56,627 56,627
    UBS COMMERCIAL MORTGAGE TRUST 106,279 106,279
    UNION PACIFIC CORP 57,437 57,437
    UNITEDHEALTH GROUP INC 48,012 48,012
    US BANCORP 39,685 39,685
    VERIZON COMMUNICATIONS 128,606 128,606
    VERIZON COMMUNICATIONS 76,514 76,514
    VERIZON COMMUNICATIONS 28,430 28,430
    VERIZON COMMUNICATIONS 11,385 11,385
    VERIZON OWNER TRUST 102,787 102,787
    VERIZON OWNER TRUST 167 167
    VOYA FINANCIAL INC 58,243 58,243
    VOYA FINANCIAL INC 55,571 55,571
    WASTE CONNECTIONS INC 91,789 91,789
    WEC ENERGY GROUP INC 58,078 58,078
    WELLS FARGO + COMPANY 112,734 112,734
    WELLS FARGO + COMPANY 109,283 109,283
    WELLS FARGO + COMPANY 68,387 68,387
    WELLTOWER INC 113,600 113,600
    WF RBS COMMERCIAL MORTGAGE TRU 60,187 60,187
    WILLIAMS COMPANIES INC 99,837 99,837
    WILLIAMS COMPANIES INC 34,578 34,578
    WORLD OMNI AUTO RECEIVABLES TR 105,384 105,384
    WORLD OMNI AUTO RECEIVABLES TR 1,601 1,601
    WORLD OMNI SELECT AUTO TRUST 92,761 92,761
    XCEL ENERGY INC 47,050 47,050

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1607 CAPITAL INTL EQ FUND 29,679,189 29,679,189
    GREEN COURT GR CHINA LONG EQ F 12,285,170 12,285,170
    HIGHCLERE INTL INVESTORS 15,168,970 15,168,970
    WILLIAM BLAIR SMALL CAP VALUE 16,927,808 16,927,808
    VANGUARD DEVELOPED MARKETS IND 14,769,384 14,769,384
    VANGUARD EMERGING MARKETS STOC 29,840,259 29,840,259
    VANGUARD GROWTH INDEX FUND 46,216,226 46,216,226
    ISHARES MSCI ALL COUNTRY ASIA 10,584,118 10,584,118
    KABOUTER INTER OPP OFF FD II L 677,502 677,502
    PARAMETRIC DEFENSIVE EQUITY FU 5,268,215 5,268,215
    INNER CIRCLE FD ARGA EMERG 18,973,288 18,973,288
    SPYGLASS GROWTH FUND 12,285,187 12,285,187
    MICROSOFT CORP 2,867,128 2,867,128
    APPLE INC 2,864,204 2,864,204
    DANAHER CORP 2,771,909 2,771,909
    BERKSHIRE HATHAWAY INC CL B 2,717,910 2,717,910
    ALPHABET INC CL A 2,621,821 2,621,821
    AMAZON.COM INC 2,470,746 2,470,746
    NVIDIA CORP 2,460,230 2,460,230
    UNION PACIFIC CORP 2,404,671 2,404,671
    SAIA INC 2,295,174 2,295,174
    CLOROX COMPANY 2,283,244 2,283,244
    NEXTERA ENERGY INC 2,256,978 2,256,978
    MASIMO CORP 2,232,448 2,232,448
    MOTOROLA SOLUTIONS INC 2,132,845 2,132,845
    VERTEX PHARMACEUTICALS INC 2,080,710 2,080,710
    AON PLC CLASS A 1,974,679 1,974,679
    META PLATFORMS INC CLASS A 1,807,881 1,807,881
    WHEATON PRECIOUS METALS CORP 1,738,021 1,738,021
    ENTEGRIS INC 1,585,355 1,585,355
    JACK HENRY + ASSOCIATES INC 1,570,541 1,570,541
    MONOLITHIC POWER SYSTEMS INC 1,413,390 1,413,390
    COGENT COMMUNICATIONS HOLDIN 1,310,288 1,310,288
    JPMORGAN CHASE + CO 1,257,616 1,257,616
    JOHNSON + JOHNSON 1,192,358 1,192,358
    MICROSOFT CORP 1,174,429 1,174,429
    BROADCOM INC 1,147,832 1,147,832
    HOME DEPOT INC 1,130,902 1,130,902
    INTERCONTINENTAL EXCHANGE IN 1,116,727 1,116,727
    BANK OF AMERICA CORP 1,065,536 1,065,536
    UNITEDHEALTH GROUP INC 1,001,267 1,001,267
    CISCO SYSTEMS INC 963,224 963,224
    KOSMOS ENERGY LTD 958,593 958,593
    UNION PACIFIC CORP 944,738 944,738
    TARGET CORP 896,367 896,367
    PROCTER + GAMBLE CO/THE 856,178 856,178
    COMCAST CORP CLASS A 814,591 814,591
    MARSH + MCLENNAN COS 786,883 786,883
    TEXAS INSTRUMENTS INC 749,168 749,168
    UNITY SOFTWARE INC 742,118 742,118
    ABBVIE INC 707,059 707,059
    ACCENTURE PLC CL A 696,859 696,859
    TRANE TECHNOLOGIES PLC 668,719 668,719
    LAM RESEARCH CORP 667,371 667,371
    ELI LILLY + CO 665,414 665,414
    KLA CORP 650,756 650,756
    HONEYWELL INTERNATIONAL INC 647,841 647,841
    CHEVRON CORP 623,246 623,246
    ABBOTT LABORATORIES 603,775 603,775
    PNC FINANCIAL SERVICES GROUP 598,552 598,552
    LUMINAR TECHNOLOGIES INC 582,465 582,465
    UNITED PARCEL SERVICE CL B 581,719 581,719
    NORTHROP GRUMMAN CORP 570,541 570,541
    TECHNIPFMC PLC 564,235 564,235
    CROCS INC 539,806 539,806
    ANALOG DEVICES INC 530,650 530,650
    MERCK + CO. INC. 523,528 523,528
    PEPSICO INC 521,130 521,130
    CHUBB LTD 513,625 513,625
    COCA COLA CO/THE 508,259 508,259
    AUTOMATIC DATA PROCESSING 505,982 505,982
    WASTE MANAGEMENT INC 500,199 500,199
    POPULAR INC 495,522 495,522
    US BANCORP 488,230 488,230
    MEDTRONIC PLC 479,491 479,491
    REPLIGEN CORP 458,173 458,173
    BIO TECHNE CORP 444,912 444,912
    NORTHERN TRUST CORP 433,586 433,586
    CME GROUP INC 432,018 432,018
    MORGAN STANLEY 431,119 431,119
    LINDE PLC 419,873 419,873
    TREX COMPANY INC 419,403 419,403
    T ROWE PRICE GROUP INC 414,910 414,910
    MONOLITHIC POWER SYSTEMS INC 414,891 414,891
    DIGITAL REALTY TRUST INC 410,338 410,338
    MCDONALD S CORP 409,879 409,879
    EBAY INC 386,365 386,365
    BLACKROCK INC 375,380 375,380
    EATON CORP PLC 375,019 375,019
    PHILIP MORRIS INTERNATIONAL 372,875 372,875
    CAPRI HOLDINGS LTD 364,145 364,145
    EXXON MOBIL CORP 362,306 362,306
    VERIZON COMMUNICATIONS INC 360,810 360,810
    SMARTSHEET INC CLASS A 358,051 358,051
    NATERA INC 356,376 356,376
    NEXTERA ENERGY INC 354,768 354,768
    PAYCOM SOFTWARE INC 353,742 353,742
    DEERE + CO 351,462 351,462
    TE CONNECTIVITY LTD 350,753 350,753
    WINGSTOP INC 344,419 344,419
    QUIDEL CORP 343,280 343,280
    PARKER HANNIFIN CORP 338,798 338,798
    RBC BEARINGS INC 338,704 338,704
    CRYOPORT INC 336,796 336,796
    EOG RESOURCES INC 326,628 326,628
    HERC HOLDINGS INC 322,806 322,806
    EXTRA SPACE STORAGE INC 318,556 318,556
    ATRICURE INC 318,030 318,030
    COGNEX CORP 311,973 311,973
    SHOCKWAVE MEDICAL INC 306,371 306,371
    CUMMINS INC 303,215 303,215
    LOCKHEED MARTIN CORP 301,388 301,388
    CROWN CASTLE INC 297,246 297,246
    INTL BUSINESS MACHINES CORP 292,849 292,849
    INSULET CORP 290,016 290,016
    NEOGEN CORP 287,899 287,899
    BECTON DICKINSON AND CO 280,400 280,400
    CONOCOPHILLIPS 279,048 279,048
    WALMART INC 276,358 276,358
    MONDELEZ INTERNATIONAL INC A 265,903 265,903
    ELEVANCE HEALTH INC 260,509 260,509
    VEEVA SYSTEMS INC CLASS A 259,568 259,568
    WEC ENERGY GROUP INC 257,236 257,236
    BRISTOL MYERS SQUIBB CO 253,203 253,203
    INSPIRE MEDICAL SYSTEMS INC 249,615 249,615
    QUALCOMM INC 241,571 241,571
    XCEL ENERGY INC 233,565 233,565
    AMEREN CORPORATION 231,426 231,426
    AVALONBAY COMMUNITIES INC 230,867 230,867
    SAIA INC 230,866 230,866
    AMERICAN ELECTRIC POWER 226,874 226,874
    AVERY DENNISON CORP 221,984 221,984
    BLACKLINE INC 218,366 218,366
    EVERSOURCE ENERGY 217,442 217,442
    CHAMPIONX CORP 215,903 215,903
    ENTERGY CORP 215,049 215,049
    HESKA CORP 213,513 213,513
    GUIDEWIRE SOFTWARE INC 209,236 209,236
    PROS HOLDINGS INC 200,939 200,939
    HERSHEY CO/THE 198,307 198,307
    TJX COMPANIES INC 194,431 194,431
    SPROUT SOCIAL INC CLASS A 193,260 193,260
    INMODE LTD 192,189 192,189
    TASKUS INC A 191,936 191,936
    CAREDX INC 189,743 189,743
    PPG INDUSTRIES INC 188,649 188,649
    Q2 HOLDINGS INC 186,207 186,207
    JOINT CORP/THE 180,450 180,450
    CMS ENERGY CORP 177,261 177,261
    AT+T INC 169,642 169,642
    VALERO ENERGY CORP 168,246 168,246
    VERICEL CORP 166,946 166,946
    NANOSTRING TECHNOLOGIES INC 165,753 165,753
    AVALARA INC 162,679 162,679
    BEST BUY CO INC 157,277 157,277
    DTE ENERGY COMPANY 147,632 147,632
    HEALTHEQUITY INC 135,994 135,994
    SHAKE SHACK INC CLASS A 131,908 131,908
    PACKAGING CORP OF AMERICA 129,343 129,343
    IAA INC 119,109 119,109
    BIOLIFE SOLUTIONS INC 117,028 117,028
    FRESHPET INC 110,132 110,132
    VARONIS SYSTEMS INC 106,828 106,828
    EVOLENT HEALTH INC A 101,604 101,604
    GENIUS SPORTS LTD 98,542 98,542
    EVERBRIDGE INC 87,327 87,327
    DEFINITIVE HEALTHCARE CORP 73,900 73,900
    GUARDANT HEALTH INC 67,213 67,213
    KORNIT DIGITAL LTD 58,160 58,160
    FORGEROCK INC A 37,339 37,339
    CITI TRENDS INC 31,531 31,531
    TREX COMPANY INC 23,586 23,586
    BIGCOMMERCE HOLDINGS SER 1 21,220 21,220
    REPLIGEN CORP 16,364 16,364

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    US Government Securities - End of Year Book Value:

    7,892,832
    US Government Securities - End of Year Fair Market Value:

    7,892,832
    State & Local Government Securities - End of Year Book Value:


    385,907
    State & Local Government Securities - End of Year Fair Market Value:


    385,907


    TY 2021 InvestmentsOtherSchedule2
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ANOMALY CAPITAL INT FMV 5,900,533 5,900,533
    BIENVILLE GL OPP FMV 470,375 470,375
    CENTERBRIDGE 1178 FMV 59,443 59,443
    CENTERBRIDGE 1178 S 13 FMV 1,262 1,262
    CENTERBRIDGE 1178 S 14 FMV 9,477 9,477
    CENTERBRIDGE 1178 S 15 FMV 762 762
    CENTERBRIDGE 1178 S 16 FMV 1,239 1,239
    CENTERBRIDGE 1178 S 19 FMV 1,940 1,940
    CENTERBRIDGE 1178 S 21 FMV 29,558 29,558
    CENTERBRIDGE 1178 S 22 FMV 238 238
    CENTERBRIDGE 1178 S 23 FMV 5,518 5,518
    CENTERBRIDGE 1178 S 24 FMV 2,024 2,024
    CENTERBRIDGE 1178 S 25 FMV 6,406 6,406
    CENTERBRIDGE 1178 S 25 FMV 1,281 1,281
    CENTERBRIDGE 1178 S 26 FMV 1 1
    CENTERBRIDGE 1178 S 27 FMV 34,654 34,654
    CENTERBRIDGE 1178 S 28 FMV 20,069 20,069
    CENTERBRIDGE 1178 S 29 FMV 31,296 31,296
    CENTERBRIDGE 1178 S 31 FMV 23,331 23,331
    CENTERBRIDGE 1178 S 32 FMV 2,307 2,307
    CENTERBRIDGE 1178 S 34 FMV 665 665
    CENTERBRIDGE 1178 S 35 FMV 2,969 2,969
    CENTERBRIDGE 1178 S 36 FMV 15,862 15,862
    CENTERBRIDGE 1178 S 36 FMV 11,374 11,374
    CENTERBRIDGE 1178 S 39 LIMIT FMV 269 269
    CHATHAM ASSET H.Y OFFSHORE FMV 13,767,297 13,767,297
    DAVIDSON KEMPNER INTERNATIONAL FMV 13,044,663 13,044,663
    ELLIOTT INTERNATIONAL LIMITED FMV 13,233,556 13,233,556
    HIGHFIELDS CAPITAL LTD FMV 43,536 43,536
    MIG OFFSHORE FUND LTD CLASS B FMV 8,451,740 8,451,740
    MW EUREKA FUND CLASS A2 USD SH FMV 9,725,010 9,725,010
    VALINOR CAP CL1B JULY2013 FMV 345,891 345,891
    VALINOR CAP PART OFF 1B JAN 20 FMV 121,730 121,730
    APOLLO NAT RES PARTS III FMV 2,306,823 2,306,823
    APOLLO NATURAL RESOURCES II LP FMV 2,156,883 2,156,883
    AQUILINE FINANCIAL SERVICES FD FMV 1,819,369 1,819,369
    AQUILINE FS FUND II FMV 4,714,639 4,714,639
    CENTERBRIDGE SP CR PN III FLEX FMV 5,604,798 5,604,798
    CENTERBRIDGE SPEC CR III FMV 1,158,707 1,158,707
    ENERGY CAPITAL PARTNERS II B FMV 541,946 541,946
    EQUITY RESOURCE FUND 2013, LP FMV 870,337 870,337
    EQUITY RESOURCE FUND 2017 FMV 3,700,361 3,700,361
    EQUITY RESOURCE FUND 2020 FMV 3,672,009 3,672,009
    EQUITY RESOURCE PARTNERS 2018 FMV 5,134,218 5,134,218
    HIGHBROOK INCOME PROPERTY FUN FMV 439,641 439,641
    HIGHLAND CONSUMER FUND I B FMV 882,479 882,479
    PEAK ROCK CAP CREDIT FD IIA FMV 508,720 508,720
    PEAK ROCK CAPITAL FUND II LP FMV 1,934,524 1,934,524
    LAURION CAPITAL LTD FMV 12,062,229 12,062,229
    RA CAPITAL HEALTHCARE FMV 5,613,503 5,613,503
    ANOMALY CAPL INTERNATINAL LTD FMV 2,692,590 2,692,590
    CENTERBRIDGE 1178 S 25 FMV 38,714 38,714
    MONOGRAM CAPITAL PARTNERS II FMV 3,269,503 3,269,503
    PEAK ROCK REAL ESTATE FUND I FMV 2,305,522 2,305,522
    PEAK ROCK CAP FD III A FMV 1,483,325 1,483,325
    BERKSHIRE VALUE FUND V FMV 1,405,807 1,405,807
    OTHER PRIVATE EQUITY INVESTMENTS FMV 23,400 23,400

    TY 2021 LegalFeesSchedule
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SPILMAN THOMAS & BATTLE PLLC 46,360 46,360 0 0
    MCLANE MIDDLETON PROFESSIONAL ASSOCIATION 13,378 5,448 0 7,930
    MORGAN LEWIS BOCKIUS, LLP 2,346 955 0 1,391


    TY 2021 OtherAssetsSchedule
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ARTWORK 8,500 8,500 8,500
    OTHER ASSETS 49,954 23,944 23,944
    DEPOSITS 14,391 17,599 17,599


    TY 2021 OtherExpensesSchedule
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAINTENANCE AGREEMENTS 76,595 18,232 0 58,363
    D & O INSURANCE 25,100 10,221 0 14,879
    OFFICE & GENERAL SUPPLIES 7,804 3,178 0 4,626
    OTHER MISCELLANEOUS EXPENSES 6,900 2,603 0 3,790
    MEMBERSHIP DUES 6,291 2,561 0 3,730
    EQUIPMENT RENTAL 4,796 1,953 0 2,843
    POSTAGE AND SHIPPING 3,641 1,483 0 2,158
    TELEPHONE 3,130 1,275 0 1,855
    BANK FEES 2,736 1,114 0 1,622
    PUBLICATIONS & SUBSCRIPTIONS 2,076 845 0 1,231
    EQUIPMENT & FURNITURE MAINTENANCE AND REPAIRS 1,708 695 0 1,013
    PROFESSIONAL DEVELOPMENT & TRAINING 1,630 664 0 966
    FILING FEES 1,303 545 0 758


    TY 2021 OtherIncomeSchedule2
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP K-1S - OTHER INCOME   2,597,796 0
    PFIC - OTHER INCOME   101,467 0
    MISCELLANEOUS OTHER INCOME 1,969 1,969 0
    NATURAL RESOURCE INCOME 19,438 19,438 0
    PRIVATE EQUITY INCOME PER BOOKS 43,156   0
    SECURITY LITIGATION INCOME 17,076 17,076 0
    RECOVERIES OF QUALIFYING DISTRIBUTIONS 2,000,000   0


    TY 2021 OtherIncreasesSchedule
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Description Amount
    CHANGE IN INVESTMENT VALUE 2,800,784


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TERAKEET, LLC 314,000 127,861 0 186,139
    FIDUCIENT ADVISORS LLC 270,205 270,205 0 0
    VAUGHAN NELSON INV MGMT 269,435 269,435 0 0
    HIGHCLERE INT'L INV 186,214 186,214 0 0
    COLUMBIA THREADNEEDLE 168,605 168,605 0 0
    STATE STREET INVESTMENTS ADVISORS 147,360 147,360 0 0
    1607 CAPITAL PARTNERS 136,557 136,557 0 0
    IRIDIAN ASSET MANAGEMENT 128,185 128,185 0 0
    INCOME RESEARCH & MGMT 69,106 69,106 0 0
    WESTFIELD CAP MGMT 60,373 60,373 0 0
    ALGER SMALL CAP FOCUS 43,275 43,275 0 0
    METROCREATE STUDIOS LLC 34,724 14,140 0 20,584
    RISK ASSESSMENT SERVICES 14,388 5,859 0 8,529
    BDO 11,316 4,608 0 6,708
    ACTUARY 10,695 4,355 0 6,340
    LEXCAM ENTERPRISES LLC 8,225 8,225 0 0
    COGHLIN NETWORK SERVICES INC 4,068 1,656 0 2,412
    DATASYS ACCOUNTING IT CONSULTING 3,479 1,417 0 2,062
    GADDY ENGINEERING CO 3,000 3,000 0 0
    ADP INC 2,632 1,072 0 1,560
    THE ANGELL PENSION GROUP INC 1,556 634 0 922
    HRC CONCEPTS 1,165 475 0 690
    CORPORATE SVC CO 896 896 0 0
    CENTERBRIDGE CREDIT PARTNERS OFFSHORE 586 586 0 0
    TILLINGHAST & NEELY CONSULTING FORESTERS 450 450 0 0


    TY 2021 TaxesSchedule
    Name:
    YAWKEY FOUNDATION II
    EIN:
    04-2768239
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FED EXCISE TAXES PAID 450,648 0 0 0
    FOREIGN TAXES PAID/WITHHELD 204,031 204,031 0 0
    STATE TAXES PAID 14,065 300 0 0
    NATURAL RES RE TAXES PD 6,691 6,691 0 0