Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
YAWKEY FOUNDATION
 
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

13-2890749
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$79,901,804J 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 37 37  
4 Dividends and interest from securities... 1,558,012 1,558,012  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,572,051
b Gross sales price for all assets on line 6a 23,004,371
7 Capital gain net income (from Part IV, line 2)... 5,855,822
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 965 277,785 0
12 Total. Add lines 1 through 11........ 8,131,065 7,691,656 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 239,141 97,378 0 141,763
14 Other employee salaries and wages...... 90,470 36,840 0 53,630
15 Pension plans, employee benefits....... 202,456 82,440 0 120,016
16a Legal fees (attach schedule)......... Click to see attachment 3,332 1,357 0 1,975
b Accounting fees (attach schedule)....... Click to see attachment 39,741 16,183 0 23,558
c Other professional fees (attach schedule).... Click to see attachment 473,583 369,826 0 103,757
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 149,963 31,159 0 0
19 Depreciation (attach schedule) and depletion... 4,599 1,873 0
20 Occupancy.............. 34,743 14,148 0 20,595
21 Travel, conferences, and meetings....... 8,862 724 0 8,138
22 Printing and publications.......... 95 39 0 56
23 Other expenses (attach schedule)....... Click to see attachment 59,143 14,144 0 44,999
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,306,128 666,111 0 518,487
25 Contributions, gifts, grants paid....... 3,213,666 3,213,666
26 Total expenses and disbursements. Add lines 24 and 25 4,519,794 666,111 0 3,732,153
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,611,271
b Net investment income (if negative, enter -0-) 7,025,545
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............. 102,950 187,350 187,350
2 Savings and temporary cash investments......... 616,451 474,208 474,208
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 57,330,726 Click to see attachment63,465,818 63,465,818
c Investments—corporate bonds (attach schedule)....... 15,110,233 Click to see attachment9,521,517 9,521,517
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment5,444,435 5,444,435
14 Land, buildings, and equipment: basis bullet808,476
Less: accumulated depreciation (attach schedule) bullet   1,604,051 808,476 808,476
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 74,764,411 79,901,804 79,901,804
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........... 64,764,411 69,901,804
25 Net assets with donor restrictions............ 10,000,000 10,000,000
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 74,764,411 79,901,804
30 Total liabilities and net assets/fund balances (see instructions). 74,764,411 79,901,804
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
74,764,411
2
Enter amount from Part I, line 27a .....................
2
3,611,271
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,526,122
4
Add lines 1, 2, and 3 ..........................
4
79,901,804
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
79,901,804
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 PUBLICLY TRADED SECURITIES      
b IR&M LONG GOVT CREDIT FUND P 2015-07-02  
c IR&M CORE BOND FUND II P 2020-01-02  
d
e
(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 17,956,391 0 12,525,501 5,430,890
b 469,976 0   469,976
c   0 45,044 -45,044
d
e
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       5,430,890
b       469,976
c       -45,044
d
e
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 5,855,822
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 97,655
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 97,655
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 113,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 114,000
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 16,345
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet16,345 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, MA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.YAWKEYFOUNDATIONS.ORG
    14
    The books are in care ofbulletHIRUT M GEWE CPA Telephone no.bullet (781) 329-7470

    Located atbullet990 WASHINGTON STREET - SUITE 315DEDHAMMA ZIP+4bullet020266719
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN L HARRINGTON BOARD CHAIR / TRUSTEE
    4.00     		0 1,688 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    WILLIAM B GUTFARB TRUSTEE
    3.00     		0 4,034 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    MAUREEN H BLEDAY CHIEF EXECUTIVE OFFICER
    10.00     		77,343 38,304 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    JUSTIN P MORREALE TRUSTEE
    3.00     		0 0 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    JOHN M REDMOND COO / CFO & TREASURER
    10.00     		52,451 28,277 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    JOHN A DESISTO CHIEF INVESTMENT OFFICER
    10.00     		62,230 30,127 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    ALICIA K VERITY CHIEF PROGRAMS OFFICER & SECRETARY
    10.00     		47,117 29,394 0
    990 WASHINGTON STREET
    DEDHAM,MA02026
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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 157,000
    333 WEST WASHINGTON ST SUITE 500
    SYRACUSE,NY13202
    VAUGHAN NELSON INVESTMENT MANAGEMENT PORTFOLIO MANAGEMENT SERVICES 149,812
    600 TRAVIS SUITE 3800
    HOUSTON,TX770023071
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE FOUNDATION MADE DIRECT PAYMENTS FOR RENOVATION AND REPAIRS COSTS INCURRED FOR THE TOM YAWKEY WILD LIFE CENTER. 16,601
    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
    72,999,865
    b
    Average of monthly cash balances.......................
    1b
    262,398
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,724,572
    d
    Total (add lines 1a, b, and c).........................
    1d
    76,986,835
    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
    76,986,835
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,154,803
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    75,832,032
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,791,602
    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
    3,791,602
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    97,655
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    97,655
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,693,947
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,693,947
    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
    3,693,947
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,693,947
    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...... 94,245
    d From 2019...... 79,417
    e From 2020......  
    f Total of lines 3a through e ........ 173,662
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,732,153
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 3,693,947
    e Remaining amount distributed out of corpus 38,206
    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 5 211,868
    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 ......     		211,868
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 94,245
    c Excess from 2019.... 79,417
    d Excess from 2020....  
    e Excess from 2021.... 38,206
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIKEN LAND CONSERVANCY
    PO BOX 3096
    AIKEN,SC29802     		NONE PC LAND CONSERVATION PROGRAMS 15,000
    ALLEN-CHASE FOUNDATION
    271 PINE NOOK ROAD PO BOX 7
    DEERFIELD,MA01342     		NONE PC SCHOLARSHIP PROGRAM FOR UNDERSERVED STUDENTS 50,000
    BOY SCOUTS OF AMERICA
    9297 MEDICAL PLAZA DRIVE
    NORTH CHARLESTON,SC29406     		NONE PC SCOUTING PROGRAMS FOR YOUTH IN GEORGETOWN, SC 15,000
    CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC
    275 WEST BROADWAY
    BOSTON,MA02127     		NONE PC HUMAN SERVICE PROGRAMS 10,000
    CLERGY HEALTH AND RETIREMENT TRUST
    66 BROOKS DRIVE
    BRAINTREE,MA02184     		NONE PC HUMAN SERVICE PROGRAMS 50,000
    DANA-FARBER CANCER INSTITUTE
    450 BROOKLINE AVENUE
    BOSTON,MA02215     		NONE PC CANCER RESEARCH AND PATIENT AND FAMILY PROGRAMS AND SERVICES 100,000
    FRIENDSHIP PLACE INC
    1905 FRONT ST
    GEORGETOWN,SC29440     		NONE PC RENOVATE NEW FACILITY & PROGRAMS FOR UNDERSERVED RESIDENTS OF GEORGETOWN, SC 175,000
    HEALTHY LEARNERS
    2749 LAUREL STREET
    CLEVELAND,SC29204     		NONE SO I HEALTH CARE ACCESS AND SERVICES FOR UNDERSERVED RESIDENTS OF GEORGETOWN, SC 25,000
    HELPING HANDS AND HOOVES
    PO BOX 1315
    MATTAPOISETT,MA02739     		NONE PC THERAPEUTIC RIDING PROGRAMS FOR INDIVIDUALS WITH VARYING ABILITIES 5,000
    HITCHCOCK WOODS FOUNDATION
    PO BOX 1702
    AIKEN,SC29802     		NONE PC LAND PRESERVATION, PROTECTION AND MANAGEMENT PROGRAMS 25,000
    MOVEMENT OF YOUTH INCORPORATED DBA MENTOR NORTH CAROLINA
    411 W CHAPEL HILL ST C2
    DURHAM,NC27701     		NONE PC MENTORING PROGRAM FOR AT-RISK YOUTH 25,000
    NATIONAL AUDUBON SOCIETY INC
    125 WAPPOO CREEK DRIVE BUILDING G
    SUITE 214
    CHARLESTON,SC29412     		NONE PC LAND PRESERVATION, PROTECTION AND MANAGEMENT PROGRAMS IN SOUTH CAROLINA 25,000
    NATURE CONSERVANCY
    1417 STUART ENGALS BLVD STE 100
    ARLINGTON,SC29464     		NONE PC LAND PRESERVATION, PROTECTION AND MANAGEMENT PROGRAMS IN SOUTH CAROLINA 60,000
    OPEN SPACE INSTITUTE LAND TRUST INC
    328 EAST BAY STREET
    CHARLESTON,SC29401     		NONE PC LAND PRESERVATION, PROTECTION AND MANAGEMENT PROGRAMS IN SOUTH CAROLINA 25,000
    PAN MASSACHUSETTS CHALLENGE TRUST
    77 4TH AVE
    NEEDHAM,MA024942704     		NONE PC SUPPORT FOR PAN MASS CHALLENGE KID RIDES FOR CANCER RESEARCH 125,000
    ROUND THE BEND FARM INC
    92 ALLEN NECK ROAD
    DARTMOUTH,MA027481002     		NONE PC PROGRAMS TO ADDRESS FOOD INSECURITIES FOR UNDERSERVED FAMILIES 45,000
    SMITH MEDICAL CLINIC INC
    99 BASKERVILL DRIVE
    PAWLEYS ISLAND,SC29585     		NONE PC HEALTH CARE ACCESS AND SERVICES FOR UNDERSERVED RESIDENTS OF GEORGETOWN, SC 30,000
    SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC
    131 SPRING ST
    CHARLESTON,SC29403     		NONE PC LAND PRESERVATION, PROTECTION AND MANAGEMENT PROGRAMS IN SOUTH CAROLINA 25,000
    SOUTH CAROLINA DEPARTMENT OF NATURAL RESOURCES
    TOM YAWKEY WILDLIFE CENTER ONE
    YAWKEY WAY SOUTH
    GEORGETOWN,SC29440     		NONE GOV ONGOING SUPPORT FOR CAPITAL, MAINTENANCE, AND EDUCATION PROGRAMS AT TOM YAWKEY WILDLIFE CENTER 2,048,666
    SOUTH CAROLINA ENVIRONMENTAL LAW PROJECT INC
    407 CHURCH ST UNIT E
    GEORGETOWN,SC29440     		NONE PC LAND CONSERVATION PROGRAMS 25,000
    ST CHRISTOPHER'S CHILDREN INC
    14323 OCEAN HWY UNIT 4143
    PAWLEYS ISLAND,SC29585     		NONE PC ORTHODOTIC CARE PROGRAM SUPPORTING UNDERSERVED CHILDREN IN SOUTH CAROLINA 10,000
    ST SEBASTIAN'S SCHOOL INC
    1191 GREENDALE AVENUE
    NEEDHAM,MA02492     		NONE PC RENOVATION AND INSTALLATION OF BASEBALL FIELD 200,000
    TRUSTEES OF BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA024670000     		NONE PC SCHOLARSHIP PROGRAM FOR UNDERSERVED STUDENTS 50,000
    YALE UNIVERSITY
    PO BOX 208239
    NEW HAVEN,CT06521     		NONE PC YAWKEY COMMUNITY SERVICE FELLOWSHIP PROGRAM 50,000
    Total .................................bullet 3a 3,213,666
    bApproved for future payment
    CLERGY HEALTH AND RETIREMENT TRUST
    66 BROOKS DRIVE
    BRAINTREE,MA02184     		NONE PC HUMAN SERVICE PROGRAMS 50,000
    Total .................................bullet 3b 50,000
    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 37  
    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 ............     		    18 6,572,051  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSECURITY LITIGATION INCOME     		    01 874  
    bMISC. INCOME     01 91  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 8,131,065 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,131,065
    (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
    EIN:
    13-2890749
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ERNST & YOUNG LLP 39,741 16,183 0 23,558

    TY 2021 GeneralExplanationAttachment
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Identifier Return Reference Explanation
    CONSERVATION LAND - $808,476 PART II, LINE 14 IN JUNE 2002, THE FOUNDATION RECEIVED A CONTRIBUTION OF AN UNDIVIDED TWO-THIRDS INTEREST IN CERTAIN REAL ESTATE KNOWN AS CAT ISLAND PLANTATION, WHICH IS MANAGED BY DNR AND SURROUNDED BY THE TYWC. THE CONTRIBUTION WAS MADE BY THE NATURE CONSERVANCY AND IS CARRIED AT $808,476, WHICH EQUALS ITS FAIR MARKET VALUE AS OF THE DATE OF THE CONTRIBUTION.IN 1991, THE FOUNDATION PURCHASED REAL ESTATE KNOWN AS BLACKOUT PLANTATION, WHICH IS SURROUNDED BY THE TYWC. THE PROPERTY, WHICH WAS MANAGED BY DNR, WAS CARRIED AT ITS ORIGINAL PURCHASE PRICE OF $795,575 AND WAS BEING HELD FOR CONSERVATION PURPOSES AS AN INTEGRAL PART OF THE TYWC. DURING THE YEAR ENDED DECEMBER 31, 2021, THE LAND WAS DONATED TO DNR AT ITS ESTIMATED FAIR VALUE OF $795,575. DNR NOW OWNS THE LAND AND MANAGES IT AS A FULLY INTEGRATED PART OF TYWC.
    NON-CASH DONATION - $795,575 PART I, LINE 25 DATE OF THE GIFT: 12/10/2021DESCRIPTION OF CONTRIBUTED PROPERTY: LANDBOOK VALUE OF CONTRIBUTED PROPERTY: $795,575METHOD USED TO DETERMINE BOOK VALUE: PURCHASE PRICEMETHOD USED TO DETERMINE FAIR MARKET VALUE: ESTIMATED FAIR VALUE OF SIMILAR CONSERVATION LAND DONATIONS TO RECIPIENT IN SOUTH CAROLINA.RECIPIENT: SOURTH CAROLINA DEPARTMENT OF NATURAL RESOURCES
    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 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, 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.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Name of Bond End of Year Book Value End of Year Fair Market Value
    IR+M CORE BOND FUND II 9,521,517 9,521,517

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD GROWTH INDEX FUND 13,920,638 13,920,638
    VANGUARD EMERGING MARKETS STOC 6,618,160 6,618,160
    VANGUARD DEVELOPED MARKETS IND 6,322,323 6,322,323
    ISHARES MSCI ALL COUNTRY ASIA 3,070,596 3,070,596
    SPYGLASS GROWTH FUND 2,365,043 2,365,043
    ALGER SMALL CAP FOCUS FUND 2,309,499 2,309,499
    MOTOROLA SOLUTIONS INC 618,118 618,118
    JPMORGAN CHASE + CO 511,312 511,312
    JOHNSON + JOHNSON 484,812 484,812
    MICROSOFT CORP 477,574 477,574
    PERFORMANCE FOOD GROUP CO 474,044 474,044
    BROADCOM INC 461,795 461,795
    HOME DEPOT INC 458,171 458,171
    SKECHERS USA INC CL A 442,680 442,680
    ELANCO ANIMAL HEALTH INC 433,930 433,930
    BANK OF AMERICA CORP 429,373 429,373
    UNITEDHEALTH GROUP INC 406,733 406,733
    CISCO SYSTEMS INC 397,393 397,393
    UNION PACIFIC CORP 381,674 381,674
    AVANTOR INC 375,678 375,678
    TARGET CORP 364,518 364,518
    LESLIE S INC 356,793 356,793
    SOTERA HEALTH CO 348,893 348,893
    PROCTER + GAMBLE CO/THE 348,098 348,098
    WILLSCOT MOBILE MINI HOLDING 342,443 342,443
    NEXSTAR MEDIA GROUP INC CL A 339,705 339,705
    MARSH + MCLENNAN COS 334,256 334,256
    COMCAST CORP CLASS A 331,222 331,222
    AMEREN CORPORATION 330,850 330,850
    CMS ENERGY CORP 321,672 321,672
    CROWN HOLDINGS INC 320,798 320,798
    PIONEER NATURAL RESOURCES CO 319,199 319,199
    ANALOG DEVICES INC 316,913 316,913
    SS+C TECHNOLOGIES HOLDINGS 307,015 307,015
    TEXAS INSTRUMENTS INC 304,568 304,568
    ATHENE HOLDING LTD CLASS A 302,905 302,905
    ABBVIE INC 294,224 294,224
    ACCENTURE PLC CL A 289,770 289,770
    VISTRA CORP 286,560 286,560
    ELI LILLY + CO 276,772 276,772
    LAM RESEARCH CORP 271,120 271,120
    TRANE TECHNOLOGIES PLC 270,114 270,114
    HONEYWELL INTERNATIONAL INC 267,727 267,727
    KLA CORP 264,518 264,518
    FMC CORP 264,285 264,285
    CHEVRON CORP 253,476 253,476
    AMETEK INC 247,027 247,027
    AVEANNA HEALTHCARE HOLDINGS 246,531 246,531
    ABBOTT LABORATORIES 245,451 245,451
    PNC FINANCIAL SERVICES GROUP 244,835 244,835
    EVERGY INC 243,222 243,222
    IQVIA HOLDINGS INC 239,819 239,819
    ALLIANCE DATA SYSTEMS CORP 237,322 237,322
    NORTHROP GRUMMAN CORP 237,274 237,274
    UNITED PARCEL SERVICE CL B 236,631 236,631
    ALLIANT ENERGY CORP 230,205 230,205
    CACI INTERNATIONAL INC CL A 226,136 226,136
    AVERY DENNISON CORP 214,404 214,404
    MERCK + CO. INC. 212,829 212,829
    RAYMOND JAMES FINANCIAL INC 209,836 209,836
    PEPSICO INC 209,494 209,494
    SYNCHRONY FINANCIAL 208,987 208,987
    CHUBB LTD 208,775 208,775
    COCA COLA CO/THE 206,702 206,702
    AUTOMATIC DATA PROCESSING 204,168 204,168
    WASTE MANAGEMENT INC 201,949 201,949
    REINSURANCE GROUP OF AMERICA 198,177 198,177
    US BANCORP 197,157 197,157
    AXALTA COATING SYSTEMS LTD 196,070 196,070
    MEDTRONIC PLC 195,003 195,003
    COOPER COS INC/THE 192,712 192,712
    MAXIMUS INC 191,606 191,606
    N ABLE INC 189,866 189,866
    KEYSIGHT TECHNOLOGIES IN 188,957 188,957
    ARTHUR J GALLAGHER + CO 186,637 186,637
    DIAMONDBACK ENERGY INC 179,570 179,570
    MORGAN STANLEY 176,688 176,688
    GRAND CANYON EDUCATION INC 174,848 174,848
    NEW RESIDENTIAL INVESTMENT 174,091 174,091
    DIGITAL REALTY TRUST INC 171,918 171,918
    NORTHERN TRUST CORP 171,162 171,162
    CME GROUP INC 170,888 170,888
    LINDE PLC 170,790 170,790
    T ROWE PRICE GROUP INC 168,914 168,914
    MCDONALD S CORP 166,740 166,740
    OTIS WORLDWIDE CORP 165,433 165,433
    EBAY INC 160,731 160,731
    PHILIP MORRIS INTERNATIONAL 160,075 160,075
    ARES MANAGEMENT CORP A 159,696 159,696
    NASDAQ INC 159,608 159,608
    HUNTINGTON BANCSHARES INC 157,068 157,068
    BLACKROCK INC 153,814 153,814
    EATON CORP PLC 151,218 151,218
    HOLOGIC INC 150,440 150,440
    NEXTERA ENERGY INC 149,283 149,283
    EXXON MOBIL CORP 147,284 147,284
    VERIZON COMMUNICATIONS INC 145,696 145,696
    DEERE + CO 144,357 144,357
    TE CONNECTIVITY LTD 141,657 141,657
    PARKER HANNIFIN CORP 141,563 141,563
    REPUBLIC SERVICES INC 140,845 140,845
    PACWEST BANCORP 135,962 135,962
    EXTRA SPACE STORAGE INC 133,771 133,771
    EOG RESOURCES INC 132,801 132,801
    ALLEGION PLC 129,129 129,129
    HUBBELL INC 126,003 126,003
    LOCKHEED MARTIN CORP 125,460 125,460
    ARAMARK 124,185 124,185
    CUMMINS INC 123,249 123,249
    BANK OF N.T. BUTTERFIELD+SON 122,333 122,333
    CROWN CASTLE INTL CORP 120,860 120,860
    INTL BUSINESS MACHINES CORP 119,091 119,091
    BRIGHTSPHERE INVESTMENT GROU 115,328 115,328
    BECTON DICKINSON AND CO 113,920 113,920
    CONOCOPHILLIPS 112,673 112,673
    WALMART INC 111,990 111,990
    CONSTELLIUM SE 110,505 110,505
    ANTHEM INC 108,468 108,468
    MONDELEZ INTERNATIONAL INC A 108,152 108,152
    WEC ENERGY GROUP INC 106,195 106,195
    BRISTOL MYERS SQUIBB CO 102,940 102,940
    QUALCOMM INC 100,396 100,396
    CRANE CO 96,644 96,644
    EVERSOURCE ENERGY 95,711 95,711
    AMERICAN ELECTRIC POWER 94,486 94,486
    AVALONBAY COMMUNITIES INC 93,963 93,963
    XCEL ENERGY INC 89,703 89,703
    AGILENT TECHNOLOGIES INC 89,404 89,404
    ENTERGY CORP 87,416 87,416
    HERSHEY CO/THE 87,062 87,062
    ENTEGRIS INC 78,991 78,991
    TJX COMPANIES INC 78,957 78,957
    PPG INDUSTRIES INC 78,460 78,460
    LYONDELLBASELL INDU CL A 73,784 73,784
    NVENT ELECTRIC PLC 69,920 69,920
    AT+T INC 68,954 68,954
    VALERO ENERGY CORP 68,575 68,575
    BEST BUY CO INC 63,500 63,500
    CDW CORP/DE 63,482 63,482
    DTE ENERGY COMPANY 60,368 60,368
    SOLARWINDS CORP 59,953 59,953
    ALLSTATE CORP 58,237 58,237
    PACKAGING CORP OF AMERICA 34,718 34,718

    TY 2021 InvestmentsOtherSchedule2
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHATHAM ASSET HIGH YIELD B/1 FMV 5,444,435 5,444,435

    TY 2021 LegalFeesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MCLANE MIDDLETON PROFESSIONAL ASSOCIATION 2,893 1,178 0 1,715
    MORGAN LEWIS & BROCKIUS LLP 439 179 0 260


    TY 2021 OtherExpensesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    D & O INSURANCE 14,814 6,032 0 8,782
    FILING FEES 2,168 883 0 1,285
    PUBLICATIONS & SUBSCRIPTIONS 437 178 0 259
    TELEPHONE 673 274 0 399
    POSTAGE & SHIPPING 614 250 0 364
    MEMBERSHIP DUES 1,815 739 0 1,076
    TOM YAWKEY WILDLIFE CENTER REPAIRS 16,601 0 0 16,601
    OFFICE & GENERAL SUPPLIES 1,802 734 0 1,068
    BANK FEES 599 244 0 355
    OTHER MISCELLANEOUS EXPENSES 1,278 520 0 758
    EQUIPMENT RENTAL 979 399 0 580
    EQUIPMENT & FURNITURE MAINTENANCE AND REPAIRS 441 180 0 261
    MAINTENANCE AGREEMENTS 16,569 3,567 0 13,002
    PROFESSIONAL DEVELOPMENT AND TRAINING 353 144 0 209


    TY 2021 OtherIncomeSchedule2
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    IR&M LONG GOV'T FD INCOME   19,853 0
    IR&M CORE BOND FUND II LLC   256,967 0
    SECURITY LITIGATION INCOME 874 874 0
    MISC. INCOME 91 91 0


    TY 2021 OtherIncreasesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Description Amount
    NET CHANGE IN UNREALIZED VALUE OF INVESTMENTS 1,526,122


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TERAKEET LLC 157,000 63,930 0 93,070
    VAUGHAN NELSON 149,812 149,812 0 0
    COLUMBIA THREADNEEDLE 41,723 41,723 0 0
    FIDUCIENT ADVISORS 41,095 41,095 0 0
    STATE STREET GLOBAL SVCS 35,887 35,887 0 0
    INCOME RESEARCH & MGMT 30,037 30,037 0 0
    METROCREATE STUDIOS, LLC 7,485 3,047 0 4,438
    OPERATIONS RISK ASSESSMENT SVCS 3,112 1,267 0 1,845
    COMPENSATION ANALYSIS & CONSULTING 2,424 987 0 1,437
    ACTUARY - JEAN R. LECKENBY 2,305 939 0 1,366
    COGHLIN NETWORK SERVICES, INC. 879 358 0 521
    DATASYS CORPORATION 751 306 0 445
    THE ANGELL PENSION GROUP, INC. 294 120 0 174
    OTHER PROFESSIONAL FEES 779 318 0 461


    TY 2021 TaxesSchedule
    Name:
    YAWKEY FOUNDATION
    EIN:
    13-2890749
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID AND WITHHELD 31,159 31,159 0 0
    FEDERAL TAXES PAID 118,804 0 0 0