Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
HIGHLAND STREET CONNECTION
AND SUBSIDIARIES
Number and street (or P.O. box number if mail is not delivered to street address)2223 WASHINGTON STREET 104
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON, MA02462
A Employer identification number

04-3048298
B Telephone number (see instructions)

(617) 969-8900
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$84,778,163J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 150,714 150,714  
4 Dividends and interest from securities... 1,858,981 1,858,981  
5a Gross rents............ 1 1  
b Net rental income or (loss) -50,784
6a Net gain or (loss) from sale of assets not on line 10 1,112,223
b Gross sales price for all assets on line 6a 3,580,574
7 Capital gain net income (from Part IV, line 2)... 1,112,223
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
List of Attached Documents:
// Content
-293,795 -293,795  
12 Total. Add lines 1 through 11........ 2,828,124 2,828,124  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 439,433 0   439,433
14 Other employee salaries and wages...... 449,464 48,000   401,464
15 Pension plans, employee benefits....... 85,175 0   85,175
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
211,740 126,844   84,896
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
434,642 434,642   0
17 Interest............... 478,894 25,607   453,287
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
215,189 89,918   44,367
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
453 0  
20 Occupancy.............. 153,824 0   153,824
21 Travel, conferences, and meetings....... 2,943 0   2,943
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,034,891 526,852   508,039
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,506,648 1,251,863   2,173,428
25 Contributions, gifts, grants paid....... 3,918,739 3,918,739
26 Total expenses and disbursements. Add lines 24 and 25 7,425,387 1,251,863   6,092,167
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,597,263
b Net investment income (if negative, enter -0-) 1,576,261
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 595,563 812,131 812,131
2 Savings and temporary cash investments......... 4,934,381 9,537,880 9,537,880
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 25,281 25,281 25,281
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,092,167 Click to see attachment
List of Attached Documents:
// Content
9,355,896 		11,591,902
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 4,467,532 4,292,532 4,292,532
13 Investments—other (attach schedule).......... 22,743,353 Click to see attachment
List of Attached Documents:
// Content
13,567,758 		12,464,946
14 Land, buildings, and equipment: basis right arrow1,016,426
Less: accumulated depreciation (attach schedule) right arrow348,738 668,141 Click to see attachment
List of Attached Documents:
// Content
667,688 		667,688
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
33,393,048 		Click to see attachment
List of Attached Documents:
// Content
34,480,180 		Click to see attachment
List of Attached Documents:
// Content
45,385,803
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,919,466 72,739,346 84,778,163
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)...... 12,586,000 Click to see attachment
List of Attached Documents:
// Content
14,000,000
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,539 		Click to see attachment
List of Attached Documents:
// Content
12,149
23 Total liabilities (add lines 17 through 22)......... 12,588,539 14,012,149
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 63,330,927 58,727,197
29 Total net assets or fund balances (see instructions)..... 63,330,927 58,727,197
30 Total liabilities and net assets/fund balances (see instructions). 75,919,466 72,739,346
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
63,330,927
2
Enter amount from Part I, line 27a .....................
2
-4,597,263
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
58,733,664
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,467
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
58,727,197
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ALCION II P   2022-12-31
b ALCION RE FUND III P   2022-12-31
c 1607 CAPITAL PARTNERS P   2022-12-31
d AXIOM ASIA IV P   2022-12-31
e ATV VII P   2022-12-31
BOSTON PARTNERS LARGE CAP P   2022-12-31
BROAD RUN FOCUS EQUITY P   2022-12-31
CA BAIN EUROPE III P   2022-12-31
CA BAIN VI P   2022-12-31
CA BAIN XIV P   2022-12-31
CENTERBRIDGE P   2022-12-31
CERBERUS PARTNERS V P   2022-12-31
COMMONFUND INTERNATIONAL VI P   2022-12-31
COMMONFUND VENTURE PARTNERS VIII P   2022-12-31
COMMONFUND VENTURE PARTNERS VI P   2022-12-31
COMMONFUND PRIVATE EQUITY VI P   2022-12-31
COMMONFUND VENTURE PARTNERS VIII P   2022-12-31
COMMONFUND VENTURE PARTNERS IX P   2022-12-31
COMMONFUND VENTURE PARTNERS X P   2022-12-31
COMMONFUND VENTURE PARTNERS XI P   2022-12-31
FIRST RESERVE XII P   2022-12-31
DOUBLELINE TOTAL RETURN BOND P   2022-12-31
DUNE III P   2022-12-31
DUNE REAL ESTATE FUND IV P   2022-12-31
ENCAP VI-B P   2022-12-31
ENCAP VIII-B P   2022-12-31
ENERVEST ENERGY XII-C P   2022-12-31
FIRST RESERVE XI P   2022-12-31
FIRST RESERVE XII P   2022-12-31
FIVE ELMS III B P   2022-12-31
GQG PARTNERS P   2022-12-31
GREENCOURT P   2022-12-31
IR&M P   2022-12-31
KLINE HILL FUND P   2022-12-31
KSL CAPITAL PARTNERS P   2022-12-31
LEXINGTON CAPITAL PARTNERS VI-A P   2022-12-31
LEXINGTON CAPITAL PARTNERS VII P   2022-12-31
LL MORTGAGE FUND P   2022-12-31
MERCED IV P   2022-12-31
NATURAL GAS PARTNERS IX P   2022-12-31
PAG CA PARTNERS P   2022-12-31
PATRON CAPITAL III P   2022-12-31
PATRON CAPITAL IV P   2022-12-31
PARTHENON II P   2022-12-31
POMONA VIII P   2022-12-31
RESILIENCE FUND III P   2022-12-31
SANKATY IV P   2022-12-31
SANDS CAPITAL MANAGEMENT P   2022-12-31
SHORENSTEIN NINE P   2022-12-31
SILCHESTER INTERNATIONAL P   2022-12-31
SPECIAL OPPORTUNITIES III P   2022-12-31
TAILWATER P   2022-12-31
TELEGRAPH HILL P   2022-12-31
VANGUARD ADMIRAL FUND P   2022-12-31
VANGUARD TOTAL BOND P   2022-12-31
SUSTAINABILE VISION RIDGE P   2022-12-31
WESTWOOD WGI EMERGING MARKETS P   2022-12-31
WLR RECOVERY FUND V P   2022-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     10 -10
b 35,611     35,611
c     24,084 -24,084
d 20,281     20,281
e     2 -2
183,498     183,498
89,020     89,020
15,082     15,082
    46,731 -46,731
288,974     288,974
    5,916 -5,916
15,267     15,267
50,642     50,642
129,954     129,954
8,713     8,713
44,181     44,181
74,891     74,891
413,586     413,586
869,229     869,229
486,674     486,674
155,697     155,697
    376,149 -376,149
27,511     27,511
68,242     68,242
    104,394 -104,394
12,546     12,546
21     21
    30,399 -30,399
    137,804 -137,804
183     183
    545,777 -545,777
    470,543 -470,543
    102,118 -102,118
117,120     117,120
126,945     126,945
3,535     3,535
28,613     28,613
    28,165 -28,165
    95,232 -95,232
    25,224 -25,224
32,800     32,800
    3,920 -3,920
7,381     7,381
    1,181 -1,181
26,754     26,754
    146,015 -146,015
    43,887 -43,887
    49,750 -49,750
    3,812 -3,812
133,876     133,876
4,535     4,535
87,467     87,467
6,364     6,364
    44,205 -44,205
    163,603 -163,603
    581 -581
15,381     15,381
    18,849 -18,849
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       -10
b       35,611
c       -24,084
d       20,281
e       -2
      183,498
      89,020
      15,082
      -46,731
      288,974
      -5,916
      15,267
      50,642
      129,954
      8,713
      44,181
      74,891
      413,586
      869,229
      486,674
      155,697
      -376,149
      27,511
      68,242
      -104,394
      12,546
      21
      -30,399
      -137,804
      183
      -545,777
      -470,543
      -102,118
      117,120
      126,945
      3,535
      28,613
      -28,165
      -95,232
      -25,224
      32,800
      -3,920
      7,381
      -1,181
      26,754
      -146,015
      -43,887
      -49,750
      -3,812
      133,876
      4,535
      87,467
      6,364
      -44,205
      -163,603
      -581
      15,381
      -18,849
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 1,112,223
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
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 right arrow 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) 1 21,910
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 21,910
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 21,910
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 26,011
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 48,511
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 26,601
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow26,601 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA, CA, FL, GA, IL, NY, VA, CO, DC, ID, KS, LA, MD, MT, OK, NC, NM
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.HIGHLANDSTREET.ORG
14
The books are in care ofright arrowHIGHLAND STREET CONNECTION Telephone no.right arrow (617) 969-8900

Located atright arrow2223 WASHINGTON STREETNEWTONMA ZIP+4right arrow02462
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOANN MCGRATH TRUSTEE
8.00 		0 0 0
2223 WASHINGTON STREET
NEWTON,MA02462
DAVID J MCGRATH III TRUSTEE
8.00 		0 0 0
2223 WASHINGTON STREET
NEWTON,MA02462
SEAN P MCGRATH TRUSTEE
8.00 		0 0 0
2223 WASHINGTON STREET
NEWTON,MA02462
BLAKE JORDAN EXECUTIVE DIRECTOR
40.00 		439,433 18,300 0
2223 WASHINGTON STREET
NEWTON,MA02462
MICHAEL KEATING TRUSTEE
8.00 		0 0 0
2223 WASHINGTON STREET
NEWTON,MA02462
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NOREEN MCMAHON SENIOR DIRECTOR OF P
40.00 		159,975 9,599 0
2223 WASHINGTON STREET
NEWTON,MA02462
MEREDITH SCOTT OPERATIONS MANAGER
40.00 		101,181 14,043 0
2223 WASHINGTON STREET
NEWTON,MA02462
LINDA MUIR-ROBINSON ACCOUNTING MANAGER
40.00 		91,976 13,542 0
2223 WASHINGTON STREET
NEWTON,MA02462
BRIAN MCNULTY ASSOC. DIR. OF GRANT
40.00 		86,287 19,209 0
2223 WASHINGTON STREET
NEWTON,MA02462
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CAMBRIDGE ASSOCIATES INVESTMENT ADVISORS 225,000
PO BOX 412015
BOSTON,MA022412015
SEA CLIFF FINANCIAL LLC FINANCIAL ADVISORS 131,740
138 STANDISH ROAD
WATERTOWN,MA02472
SAMET & COMPANY PC ACCOUNTING / TAX 80,000
1330 BOYLSTON STREET
CHESTNUT HILL,MA02467
DAN SALERA CONSULTING 72,000
174 NEWBURYPORT TURNPIKE PMB392
ROWLEY,MA01969
CAROLYN O'BRIEN CONSULTING LLC CONSULTING 60,000
241 HURON AVENUE
CAMBRIDGE,MA02138
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
23,583,046
b
Average of monthly cash balances.......................
1b
9,150,795
c
Fair market value of all other assets (see instructions)................
1c
48,679,115
d
Total (add lines 1a, b, and c).........................
1d
81,412,956
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
81,412,956
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,221,194
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
80,191,762
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,009,588
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,009,588
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
21,910
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,910
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,987,678
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,987,678
6
Deduction from distributable amount (see instructions).................
6
175,000
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,812,678
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
6,092,167
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,092,167
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 3,812,678
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 6,409,083
b From 2018...... 2,449,780
c From 2019...... 31,617,619
d From 2020...... 3,341,280
e From 2021...... 1,534,682
f Total of lines 3a through e ........ 45,352,444
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 6,092,167
a Applied to 2021, 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 2022 distributable amount..... 3,812,678
e Remaining amount distributed out of corpus 2,279,489
5 Excess distributions carryover applied to 2022. 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 47,631,933
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		6,409,083
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		41,222,850
10 Analysis of line 9:
a Excess from 2018.... 2,449,780
b Excess from 2019.... 31,617,619
c Excess from 2020.... 3,341,280
d Excess from 2021.... 1,534,682
e Excess from 2022.... 2,279,489
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

2LIFE COMMUNITIES

30 WALLINGFORD ROAD
BRIGHTON,MA021354753 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

ABOUT FRESH

69 SHIRLEY STREET
BOSTON,MA02119 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

ALMA DEL MAR FOUNDATION

515 BELLEVILLE AVENUE
NEW BEDFORD,MA02746 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

ALVERNO COLLEGE

PO BOX 343922
MILWAUKEE,WI532343922 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 50,000

AMELIA PARK CHILDREN'S MUSEUM

29 SOUTH BROAD STREET
WESTFIELD,MA01085 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

AMERICAN ALLIANCE OF MUSEUMS

2451 CRYSTAL DRIVE
ARLINGTON,VA22202 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

120 WALL STREET 29TH FLOOR
NEW YORK,NY100054009 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 5,000

ANNA MARIA COLLEGE

50 SUNSET LANE
PAXTON,MA016121106 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 40,000

APPALACHIAN MOUNTAIN CLUB

10 CITY SQUARE
BOSTON,MA02129 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 6,000

BARBARA SINATRA CHILDREN'S CENTER

39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA922703235 		NONE PUBLIC CHARITIES FOR MEDICAL. 10,000

BATTLESHIP COVE

5 WATER STREET
FALL RIVER,MA027211540 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 8,000

BE LIKE BRIT FOUNDATION

66 PULLMAN STREET
WORCESTER,MA01606 		NONE PUBLIC CHARITIES FOR COMMUNITY. 51,000

BEACON HILL CIRCLE FOR CHARITY

PO BOX 313 CHARLES STREET STATION
BOSTON,MA021140900 		NONE PUBLIC CHARITIES FOR COMMUNITY. 500

BEACON HILL CIVIC ASSOCIATION

74 JOY STREET
BOSTON,MA021144055 		NONE PUBLIC CHARITIES FOR COMMUNITY. 500

BELLESINI ACADEMY

PO BOX 1021
LAWRENCE,MA01840 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 46,600

BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY

41 BERKELEY STREET
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000

BENTLEY UNIVERSITY

175 FOREST STREET
WALTHAM,MA02452 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 10,000

BEST BUDDIES TENNESSEE

340 SEVEN SPRINGS WAY SUITE 750
BRENTWOOD,TN37027 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 3,000

BETHEL INSTITUTE FOR SOCIAL JUSTICE

40 WALK HILL STREET
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000

BIG SISTER ASSOCIATION OF GREATER BOSTON

20 PARK PLAZA SUITE 1420
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR MENTORING. 10,000

BIGHORN GOLF CLUB CHARITIES

255 PALOWET DRIVE
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR COMMUNITY. 7,000

BIGHORN INSTITUTE

PO BOX 262
PALM DESERT,CA922610262 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500

BLUE ANGELS FOUNDATION

PO BOX 1945
PENSACOLA,FL325911945 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500

BOCH CENTER

270 TREMONT STREET
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000

BOSTON ATHENAEUM

10 1/2 BEACON STREET
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 500

BOSTON CHILDREN'S HOSPITAL TRUST

401 PARK DRIVE SUITE 602
BOSTON,MA02215 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 1,000

BOSTON CHILDREN'S MUSEUM

308 CONGRESS STREET
BOSTON,MA02210 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 26,000

BOSTON CHINATOWN NEIGHBORHOOD CENTER

885 WASHINGTON STREET
BOSTON,MA021111415 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 150,000

BOSTON COMMUNITY PEDIATRICS

527 ALBANY ST SUITE 200
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR MEDICAL. 2,500

BOSTON FOUNDATION

75 ARLINGTON STREET 10TH FLOOR
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR COMMUNITY. 30,000

BOSTON HARBOR NOW

15 STATE STREET SUITE 1100
BOSTON,MA02109 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 1,500

BOSTON HEALTH CARE FOR HOMELESS PROGRAM

780 ALBANY STREET
BOSTON,MA021182524 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 50,000

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 5,000

BOSTON PHILHARMONIC ORCHESTRA

236 HUNTINGTON AVENUE SUITE 209
BOSTON,MA02115 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 1,000

BOSTON PUBLIC LIBRARY FUND

700 BOYLSTON STREET
BOSTON,MA021162813 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 60,000

BOSTON SYMPHONY ORCHESTRA

SYMPHONY HALL 301 MASSACHUSETTS
AVENUE
BOSTON,MA02115 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 15,000

BOYS & GIRLS CLUB OF GREATER BILLERICA

19 CAMPBELL ROAD
BILLERICA,MA01821 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 2,500

BOYS & GIRLS CLUB OF LAWRENCE

136 WATER STREET
LAWRENCE,MA01841 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 8,000

BOYS & GIRLS CLUBS OF BOSTON

200 HIGH STREET SUITE 3B
BOSTON,MA021103024 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 67,000

BOYS & GIRLS CLUBS OF COACHELLA VALLEY

42-600 COOK STREET SUITE 120
PALM DESERT,CA922115143 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,000

BREAKTIME

359 PARK ST
BOSTON,MA02124 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 25,000

BROOKS SCHOOL

1160 GREAT POND ROAD
NORTH ANDOVER,MA01845 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

BUILD HEALTH INTERNATIONAL

100 CUMMING CENTER SUITE 120B
BEVERLY,MA019156105 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 10,000

BUTTONWOOD PARK ZOOLOGICAL SOCIETY

425 HAWTHORN STREET
NEW BEDFORD,MA027401418 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 7,500

BUZZARDS BAY COALITION

114 FRONT ST
NEW BEDFORD,MA027407264 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

CAMP HARBOR VIEW

200 CLARENDON STREET FL 60
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 100,000

CAPE ANN MUSEUM

27 PLEASANT STREET
GLOUCESTER,MA019305909 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

CAPE COD MARITIME MUSEUM

135 SOUTH STREET
HYANNIS,MA02601 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,500

CAPE COD MUSEUM OF NATURAL HISTORY

869 ROUTE 6A
BREWSTER,MA026311032 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

CAREERSPRING

5311 VALERIE ST
BELLARIE,TX74401 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000

CARROLL CENTER FOR THE BLIND

770 CENTRE STREET
NEWTON,MA02458 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000

CATHEDRAL HIGH SCHOOL

74 UNION PARK STREET
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 250,000

CATHEDRAL OF THE HOLY CROSS

75 UNION PARK STREET
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 10,000

CATHOLIC CHARITIES

275 WEST BROADWAY
BOSTON,MA02127 		NONE PUBLIC CHARITIES FOR COMMUNITY. 26,000

CATHOLIC SCHOOLS FOUNDATION

67 BATTERYMARCH STREET 6TH FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000

CENTER FOR WOMEN & ENTERPRISE

44 SCHOOL STREET - STE 200
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000

CHILDREN'S DISCOVERY MUSEUM OF THE DESERT

71-701 GERALD FORD DRIVE
RANCHO MIRAGE,CA92270 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000

CHILDREN'S MUSEUM IN EASTON

PO BOX 417
NORTH EASTON,MA023560417 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 6,000

CHILDREN'S MUSEUM OF GREATER FALL RIVER

441 NORTH MAIN STREET
FALL RIVER,MA027202407 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

CHP 11-99 FOUNDATION

3188 AIRWAY AVE SUITE C
COSTA MESA,CA92626 		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000

CITIZENS SCHOOL

1 BEACON STREET 15TH FLOOR
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 35,000

CITY OF BOSTON SCHOLARSHIP FUND

1 CITY HALL SQUARE 500
BOSTON,MA02201 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

CLARK ART INSTITUTE

225 SOUTH STREET
WILLIAMSTOWN,MA012672878 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

CLEAN AIR TASK FORCE

114 STATE STREET 6TH FLOOR
BOSTON,MA02109 		NONE PUBLIC CHARITIES FOR ENVIRONMENT. 5,000

CLEAR PATH FOR VETERANS NEW ENGLAND

84 ANTIETAM STREET
DEVENS,MA01434 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 10,000

CLERGY HEALTH AND RETIREMENT TRUST

66 BROOKS DRIVE
BRAINTREE,MA021843839 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 40,000

COLLEGE OF THE DESERT FOUNDATION

43-500 MONTEREY AVENUE
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 31,400

COMMONWEALTH SHAKESPEARE COMPANY

101 ARCH STREET 8TH FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000

COMMUNITY ADOLESCENT RESOURCES EDUCATION

247 CABOT STREET
HOLYOKE,MA01040 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

COMMUNITY FOUNDATION OF SOUTHEASTERN MA

128 UNION STREET 403
NEW BEDFORD,MA02740 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

COMMUNITY RESOURCES FOR JUSTICE

500 HARRISON AVENUE SUITE 1F
BOSTON,MA021182439 		NONE PUBLIC CHARITIES FOR COMMUNITY. 500

COMMUNITY SERVINGS

179 AMORY STREET
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITIES FOR COMMUNITY. 11,000

CONCORD MUSEUM

53 CAMBRIDGE TURNPIKE PO BOX 146
CONCORD,MA017420146 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET SUITE 1
BOSTON,MA021101008 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 1,000

COR UNUM MEAL CENTER

118 SOUTH BROADWAY
LAWRENCE,MA01843 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

CRADLES TO CRAYONS INC

281 NEWTONVILLE AVE
NEWTONVILLE,MA02460 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

CROSSROADS

119 MYRTLE STREET
DUXBURY,MA02332 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 51,000

DENMARK ARTS CENTER

PO BOX 813
DENMARK,ME04022 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

DENMARK CHARITABLE FOUNDATION

DENMARK MUNICIPAL BUILDING
DENMARK,ME04022 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,000

DENMARK HISTORICAL SOCIETY

PO BOX 803
DENMARK,ME04022 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,000

DENMARK PUBLIC LIBRARY

121 EAST MAIN STREET PO BOX 50
DENMARK,ME04022 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,000

DIOCESE OF WORCESTER

49 ELM STREET
WORCESTER,MA01609 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 1,000

DISCOVERY MUSEUM

177 MAIN STREET
ACTON,MA017203616 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

DOC WAYNE YOUTH SERVICES

25 KINGSTON STREET FLOOR 4
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 15,000

DRESS FOR SUCCESS BOSTON

989 COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000

ECOTARIUM

222 HARRINGTON WAY
WORCESTER,MA016041809 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 8,500

EDVESTORS

140 CLARENDON ST SUITE 305
BOSTON,MA021165271 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 500

EDWARD GOREY HOUSE

8 STRAWBERRY LANE
YARMOUTH PORT,MA026751725 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 11,838

EDWARD M KENNEDY COMMUNITY HEALTH CENTER

650 LINCOLN STREET
WORCESTER,MA016052060 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 1,000

EDWARD M KENNEDY INSTITUTE FOR THE US SENATE

210 MORRISSEY BLVD
BOSTON,MA021253314 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000

EISENHOWER HEALTH FOUNDATION

39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA922703221 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 100,000

ELLIE FUND

200 RESERVOIR STREET SUITE 300
NEEDHAM,MA024941278 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 25,000

ELLIS

58 BERKELEY STREET
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 5,500

ENGLISH FOR NEW BOSTONIANS

105 CHAUNCY STREET 4TH FLOOR
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR COMMUNITY. 50,000

ESSEX COUNTY COMMUNITY FOUNDATION

175 ANDOVER STREET SUITE 101
DANVERS,MA01923 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 17,500

ESSEX COUNTY HABITAT FOR HUMANITY

60 ISLAND STREET
LAWRENCE,MA01840 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,650

FAMILY AID BOSTON

3815 WASHINGTON STREET
BOSTON,MA021303745 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000

FATHER BILL'S & MAINSPRING

430 BELMONT STREET
BROCKTON,MA02301 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

FIRST TEE OF THE COACHELLA VALLEY

74-945 SHERYL AVENUE
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 8,000

FOOD BANK OF WESTERN MASSACHUSETTS

PO BOX 160
HATFIELD,MA01038 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

FOOD FOR FREE

11 INMAN STREET
CAMBRIDGE,MA021392406 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

FOOD IN NEED OF DISTRIBUTION

PO BOX 10080
INDIO,CA92202 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

FOUNDATION FOR METROWEST

3 ELIOT STREET
NATICK,MA01760 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500

FREEDOM TRAIL FOUNDATION

44 SCHOOL STREET SUITE 250
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000

FRIENDS OF PETERS PARK

PO BOX 181137
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR COMMUNITY. 500

FRIENDS OF THE CHILDREN - BOSTON

184 DUDLEY STREET SUITE 100
ROXBURY,MA02119 		NONE PUBLIC CHARITIES FOR MENTORING. 16,000

FRIENDS OF THE PARAGON CAROUSEL

PO BOX 100
HULL,MA020450100 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

FULLER CRAFT MUSEUM

455 OAK STREET
BROCKTON,MA023011340 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

FUND FOR PARKS & RECREATION IN BOSTON

1010 MASSACHUSETTS AVENUE
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 7,500

GARDENS FOR CHARLESTOWN

PO BOX 290044
CHARLESTOWN,MA021290201 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

GAVIN FOUNDATION

675 EAST 4TH STREET PO BOX E15
SOUTH BOSTON,MA021270004 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 50,000

GLOUCESTER MARITIME HERITAGE CENTER

23 HARBOR LOOP
GLOUCESTER,MA019305004 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

GOVERNOR'S ACADEMY

1 ELM STREET
BYFIELD,MA01922 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 5,000

GRACE EPISCOPAL CHURCH

76 ELDREDGE STREET
NEWTON,MA02458 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 2,500

GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR COMMUNITY. 127,750

HARVARD ART MUSEUMS

32 QUINCY STREET
CAMBRIDGE,MA021385366 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

HARVARD MUSEUM OF SCIENCE & CULTURE

26 OXFORD STREET
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

HARWICH CONSERVATION TRUST

PO BOX 101
SOUTH HARWICH,MA026610101 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 500

HEADING HOME

186 MASSACHUSETTS AVE
BOSTON,MA02115 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 27,400

HEARTH INC

1640 WASHINGTON STREET
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000

HISTORIC DEERFIELD

PO BOX 321
DEERFIELD,MA013420321 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

HOME BASE

125 NASHUA STREET
BOSTON,MA02114 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 10,000

HOMES FOR OUR TROOPS

6 MAIN STREET
TAUNTON,MA027802733 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

HOMESTART INC

105 CHAUNCY STREET SUITE 502
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000

HOSPITALITY HOMES

PO BOX 15265
BOSTON,MA02215 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 10,000

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 5,000

HYDE SQUARE TASK FORCE

PO BOX 301871
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500

INNERCITY WEIGHTLIFTING

PO BOX 171313
BOSTON,MA02117 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 6,000

INSTITUTE FOR NONPROFIT PRACTICE

144 GOULD STREET SUITE 205
NEEDHAM,MA02494 		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000

INSTITUTE OF CONTEMPORARY ART BOSTON

25 HARBOR SHORE DRIVE
BOSTON,MA02210 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 10,000

JAMESON SINGERS INC

PO BOX
ARLINGTON,MA02476 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 500

JULIE'S FAMILY LEARNING PROGRAM INC

133 DORCHESTER STREET
SOUTH BOSTON,MA021272637 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 5,000

KENNEDY CENTER FOR THE PERFORMING ARTS

2700 F STREET NW
WASHINGTON,DC20566 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 100,000

LAZARUS HOUSE MINISTRIES

PO BOX 408
LAWRENCE,MA01842 		NONE PUBLIC CHARITIES FOR COMMUNITY. 6,500

LET'S GET READY

89 SOUTH STREET SUITE 401
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 45,000

LITERATIONS

25 KINGSTON STREET FLOOR 4
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000

LIVING DESERT

47900 PORTOLA AVENUE
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 101,000

LOGAN MURPHY MENGOLD FOUNDATION

PO BOX 162
SOUTHBURY,CT06488 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

MAMA'S HOUSE

PO BOX 1816
PALM DESERT,CA922611816 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

MARIA MITCHELL ASSOCIATION

4 VESTAL STREET
NANTUCKET,MA025542609 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

MARTHA'S VILLAGE AND KITCHEN

83791 DATE AVENUE
INDIO,CA922014737 		NONE PUBLIC CHARITIES FOR COMMUNITY. 32,500

MARTIN DE PORRES HOUSE OF HOSPITALITY

225 POTRERO AVE
SAN FRANCISCO,CA941034814 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 500

MASS AUDOBON LINCOLN

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000

MASS MENTORING PARTNERSHIP

75 KNEELAND STREET 11TH FLOOR
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR MENTORING. 16,000

MASSACHUSETTS DESIGN ART & TECHNOLOGY INSTITUTE

336 ACUSHNET AVENUE SUITE C
NEW BEDFORD,MA027406393 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 11,000

MASSACHUSETTS GOLF ASSOCIATION

300 ARNOLD PALMER BOULEVARD
NORTON,MA02766 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 1,000

MASSACHUSETTS HORTICULTURAL SOCIETY

THE GARDENS AT ELM BANK
WELLESLEY,MA02482 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

MASSACHUSETTS HOUSING AND SHELTER ALLIANCE

PO BOX 8638
BOSTON,MA02114 		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000

MASSACHUSETTS LAW REFORM INSTITUTE

40 COURT STREET
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 1,000

MASSACHUSETTS MILITARY HEROES FUND

77 WARREN STREET BLDG 2 FL 1
BRIGHTON,MA02135 		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000

MASSACHUSETTS NONPROFIT NETWORK

2 ATLANTIC AVENUE
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR MEMBERSHIPS AND SUBS. 21,000

MCCALLUM THEATRE

73000 FRED WARING DRIVE
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 55,000

MEADOWBROOK SCHOOL OF WESTON

10 FARM ROAD
WESTON,MA024932493 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 3,000

MEDWAY COMMUNITY FARM

50 WINTHROP STREET
MEDWAY,MA020532327 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 1,000

MENTOR THE NATIONAL MENTORING PARTNERSHIP

201 SOUTH STREET SUITE 615
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR MENTORING. 160,000

MERRIMACK VALLEY FOOD BANK

735 BROADWAY STREET
LOWELL,MA01854 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

MERRIMACK VALLEY YMCA

360 MERRIMACK STREET
LAWRENCE,MA01843 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,600

MIDDLESEX SCHOOL

1400 LOWELL ROAD
CONCORD,MA01742 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 10,000

MINDFULNESS DIRECTOR INITIATIVE

460 CHESTNUT STREET
WRENTHAM,MA02093 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 10,000

MONKS OF THE MOST BLESSED VIRGIN MARY OF

PO BOX 2747
CODY,WY82414 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 5,000

MUSEUM OF FINE ARTS

465 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 55,000

MUSEUM OF RUSSIAN ICONS

203 UNION STREET
CLINTON,MA015102903 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 3,000

NATIVITY PREPARATORY SCHOOL

39 LAMARTINE STREET
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD

66 SPRING STREET
NEW BEDFORD,MA027405957 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000

NATIVITY SCHOOL OF WORCESTER

67 LINCOLN STREET
WORCESTER,MA016052634 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 33,000

NEIGHBORHOOD VILLAGES

PO BOX 240154
BOSTON,MA02124 		NONE PUBLIC CHARITIES FOR COMMUNITY. 50,000

NEW BEDFORD WHALING MUSEUM

18 JOHNNY CAKE HILL
NEW BEDFORD,MA027406398 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 7,500

NEW ENGLAND AQUARIUM

CENTRAL WHARF
BOSTON,MA021103399 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000

NEW ENGLAND CENTER AND HOME FOR VETERANS

17 COURT STREET
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000

NEW ENGLAND QUILT MUSEUM

18 SHATTUCK STREET
LOWELL,MA01852 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

NICHOLS HOUSE MUSEUM

55 MOUNT VERNON STREET
BOSTON,MA021081330 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,500

NORTH ANDOVER HISTORICAL SOCIETY

153 ACADEMY RD
NORTH ANDOVER,MA01845 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 30,000

NORTH BENNET STREET SCHOOL

150 NORTH STREET
BOSTON,MA02109 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 10,000

OUR SISTERS' SCHOOL

145 BROWNELL AVENUE
NEW BEDFORD,MA027401654 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

PALM DESERT SHERIFF SEARCH & RESCUE

73705 GERALD FORD DR
PALM DESERT,CA922112008 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500

PALM SPRINGS ART MUSEUM

101 MUSEUM DRIVE
PALM SPRINGS,CA922632310 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 85,000

PALM SPRINGS INTERNATIONAL FILM SOCIETY

1700 EAST TAHQUITZ CANYON WAY SUITE
3
PALM SPRINGS,CA922627158 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 25,500

PARTNERS FOR YOUTH WITH DISABILITIES

5 MIDDLESEX AVENUE SUITE 307
SOMERVILLE,MA021451110 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 2,500

PEGASUS THERAPEUTIC RIDING

PO BOX 13508
PALM DESERT,CA922553588 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 5,000

PHILANTHROPY MASSACHUSETTS

133 FEDERAL STREET SUITE 802
BOSTON,MA021101703 		NONE PUBLIC CHARITIES FOR MEMBERSHIPS AND SUBS. 13,000

PILGRIM HALL MUSEUM

75 COURT STREET
PLYMOUTH,MA02360 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

PINE STREET INN

444 HARRISON AVENUE
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

PINGREE SCHOOL

537 HIGHLAND STREET
SOUTH HAMILTON,MA01982 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 5,000

PLANNING OFFICE FOR URBAN AFFAIRS

84 STATE STREET SUITE 600
BOSTON,MA02109 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

POPE ST JOHN XXIII NATIONAL SEMINARY

558 SOUTH AVENUE
WESTON,MA02493 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 1,000

PREPARATORY FOUNDATION

885 RIVER STREET
HYDE PARK,MA02136 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

PRISONERS' LEGAL SERVICES

50 FEDERAL STEET
BOSTON,MA021102509 		NONE PUBLIC CHARITIES FOR COMMUNITY. 500

PROJECT BREAD

145 BORDER STREET
EAST BOSTON,MA02128 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

PROJECT NEW HOPE

70 JAMES STREET SUITE 157
WORCESTER,MA01603 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

PROJECT PLACE

1145 WASHINGTON STREET
BOSTON,MA021182107 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

THE RANCH RECOVERY CENTERS INC

7885 ANNANDALE AVENUE
DESERT HOT SPRINGS,CA92240 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 10,000

REACH BEYOND DOMESTIC VIOLENCE

PO BOX 540024
WALTHAM,MA024540024 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

REVOLUTIONARY SPACES

310 WASHINGTON STREET
BOSTON,MA021084639 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000

RIAN IMMIGRANT CENTER

ONE STATE STREET 800
BOSTON,MA02109 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 5,000

ROSE KENNEDY GREENWAY CONSERVANCY

185 KNEELAND STREET
BOSTON,MA021112712 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000

SACRED HEART CHURCH AND CATHOLIC SCHOOL

43-775 DEEP CANYON ROAD
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 27,500

SAINT FRANCIS HOUSE

39 BOYLSTON STREET
BOSTON,MA021164702 		NONE PUBLIC CHARITIES FOR COMMUNITY. 27,500

SAINT JOHN'S FOOD FOR THE POOR

44 TEMPLE STREET
WORCESTER,MA01604 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 5,000

SAINT JOSEPH CHURCH

225 SOUTH HIGH STREET
BRIDGTON,ME04009 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 1,500

SAINT SEBASTIAN'S SCHOOL

1191 GREENDALE AVENUE
NEEDHAM,MA024924699 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 5,000

SALVATION ARMY MASSACHUSETTS DIVISION

25 SHAWMUT ROAD
CANTON,MA02021 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

SANDWICH GLASS MUSEUM

PO BOX 103
SANDWICH,MA02563 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

SILVER LINING MENTORING

727 ATLANTIC AVENUE
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR MENTORING. 7,500

SISTERS OF ST JOSEPH OF BOSTON CASSERLY

637 CAMBRIDGE STREET
BRIGHTON,MA02135 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 5,000

SMITH COLLEGE MUSEUM OF ART

20 ELM STREET AT BEDFORD TERRACE
NORTHAMPTON,MA01063 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

SPELLMAN MUSEUM OF STAMPS & POSTAL HISTORY

241 WELLESLEY STREET
WESTON,MA024931572 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

SPONTANEOUS CELEBRATIONS

45 DANFORTH STREET
JAMAICA PLAIN,MA021301847 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,500

THE SPORTS MUSEUM

100 LEGENDS WAY
BOSTON,MA02114 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 10,500

SQUASHBUSTERS

795 COLUMBUS AVENUE
ROXBURY CROSSING,MA021202108 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 21,001

ST AIDAN'S CHAPEL

185 SMITH NECK ROAD
DARTMOUTH,MA02748 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 2,500

ST MARY ST CATHERINE OF SIENA PARISH

46 WINTHROP STREET
CHARLESTOWN,MA02129 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 500

ST MARY'S CENTER FOR WOMEN & CHILDREN

90 CUSHING AVENUE
DORCHESTER,MA02125 		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000

ST PAUL PARISH

502 WASHINGTON STREET
WELLESLEY,MA02482 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 1,000

TECH GOES HOME

867 BOYLSTON STREET FLOOR 5
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000

THE MOUNT EDITH WHARTON'S HOME

2 PLUNKETT STREET
LENOX,MA012400974 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

THE SUMMER CAMP

8 CHURCH STREET
BRIDGTON,ME04009 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 25,000

TOP NOTCH SCHOLARS

60 ISLAND STREET SUITE 200
LAWRENCE,MA01840 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 2,500

TRAVIS ROY FOUNDATION

101 HUNTINGTON AVE STE 520
BOSTON,MA02199 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,000

TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 2,000

UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY

51 SLEEPER STREET
BOSTON,MA022101208 		NONE PUBLIC CHARITIES FOR COMMUNITY. 11,000

URBAN FOOD INITIATIVE INC

420 WASHINGTON STREET
DORCHESTER,MA02124 		NONE PUBLIC CHARITIES FOR COMMUNITY. 40,000

USS CONSTITUTION MUSEUM

PO BOX 291812
BOSTON,MA021290215 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,500

UTEC

15 WARREN STREET NO 3
LOWELL,MA01852 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 5,000

VETERANS INC

69 GROVE STREET
WORCESTER,MA016052600 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

VETERANS LEGAL SERVICES

PO BOX 8457
BOSTON,MA02114 		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000

VETERANS TRANSITION HOUSE

1297 PURCHASE STREET
NEW BEDFORD,MA02740 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000

WANDERING SCHOLAR

81 OAK AVENUE 2
BELMONT,MA02478 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 2,000

WELLESLEY COMMUNITY CHILDREN'S CENTER

106 CENTRAL STREET
WELLESLEY,MA02481 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 1,000

WELLESLEY FOOD PANTRY

207 WASHINGTON ST
WELLESLEY,MA02481 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

WEST END HOUSE BOYS & GIRLS CLUB

105 ALLSTON STREET
ALLSTON,MA02134 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 27,500

WESTON SCOUTS

266 GLEN ROAD
WESTON,MA024932237 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 2,500

WILLIAMS COLLEGE

1000 MAIN STREET
WILLIAMSTOWN,MA01267 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

WORCESTER COUNTY FOOD BANK

474 BOSTON TURNPIKE
SHREWSBURY,MA01545 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

WORCESTER HISTORICAL MUSEUM

30 ELM STREET
WORCESTER,MA01609 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

WORLD CENTRAL KITCHEN

655 NEW YORK AVE NW 6 FL
WASHINGTON,DC20001 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 5,000

WORLD OCEAN SCHOOL

PO BOX 51091
BOSTON,MA02205 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

XAVIER COLLEGE PREPARATORY HIGH SCHOOL

34-200 COOK STREET
PALM DESERT,CA92211 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 95,000

YEAR UP BOSTON

45 MILK STREET
BOSTON,MA02109 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

YMCA OF GREATER BOSTON

18 TREMONT STREET
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 20,000

ZOO NEW ENGLAND

ONE FRANKLIN PARK ROAD
BOSTON,MA02121 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 18,000
Total .................................right arrow 3a 3,918,739
bApproved for future payment

BOSTON COLLEGE
140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 200,000

BOSTON PUBLIC LIBRARY FUND
700 BOYLSTON STREET
BOSTON,MA021162813 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 50,000

MASSACHUSETTS NONPROFIT NETWORK
2 ATLANTIC AVENUE
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR MEMBERSHIPS AND SUBS. 10,000

EISENHOWER HEALTH FOUNDATION
39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA922703221 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 400,000

CAMP HARBOR VIEW
200 CLARENDON STREET FL 60
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 200,000

KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NW
WASHINGTON,DC20566 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 50,000
Total ................................. right arrow 3b 910,000
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 150,714  
4 Dividends and interest from securities .... 523000   14 1,858,981  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property..... 523000   16 -50,784  
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 523000   01    
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000   18 1,112,223  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,071,134 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,071,134
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES AND TAX PREPARATION 80,000 48,000   32,000
CONSULTING 131,740 78,844   52,896

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

TY 2022 DepreciationSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
SOFTWARE 2003-06-27 24,769 24,769 SL 5.000000000000 0 0    
WEBSITE DEVELOPMENT 2007-06-15 11,854 11,854 200DB 3.000000000000 0 0    
FURNITURE 2007-07-01 3,475 3,475 SL 7.000000000000 0 0    
COMPUTER EQUIPMENT 2007-07-01 12,127 12,127 SL 5.000000000000 0 0    
EQUIPMENT 2008-01-17 3,297 3,297 SL 5.000000000000 0 0    
FURNITURE 2009-01-12 790 790 SL 7.000000000000 0 0    
FURNITURE 2009-12-16 880 880 SL 7.000000000000 0 0    
WEBSITE DEVELOPMENT 2009-10-01 6,602 6,602 SL 3.000000000000 0 0    
HP COMPUTER BUNDLE 2010-07-31 21,395 21,395 SL 5.000000000000 0 0    
CYBER GRANTS SOFTWARE 2010-04-21 19,250 19,250 SL 5.000000000000 0 0    
ENVIRONMENT @ WORK BUNDLE 2010-07-31 58,273 58,273 SL 7.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2010-07-31 119,021 119,021 SL 5.000000000000 0 0    
WEB SITE 2011-03-30 1,955 1,955 SL 3.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2011-06-17 1,063 1,063 SL 5.000000000000 0 0    
FURNITURE 2011-07-15 8,909 8,909 SL 7.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2011-05-06 4,350 4,350 SL 5.000000000000 0 0    
COMPUTER ROUTER 2013-01-29 1,213 1,213 SL 5.000000000000 0 0    
BACK UP UNIT 2014-10-08 2,500 2,500 SL 5.000000000000 0 0    
NEW COMPUTER SERVER 2015-10-01 14,577 14,577 SL 5.000000000000 0 0    
DELL COMPUTER 2016-04-03 1,015 1,015 SL 5.000000000000 0 0    
WEB SITE 2016-02-24 28,850 28,850 SL 3.000000000000 0 0    
COMPUTER EQUIPMENT 2017-07-19 1,520 1,368 SL 5.000000000000 152 0    
COMPUTER EQUIPMENT 2019-04-23 1,506 753 SL 5.000000000000 301 0    

TY 2022 GeneralExplanationAttachment
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Identifier Return Reference Explanation
SUBORDINATE CONSOLIDATION EXPLANATION FORM 990-PF UNDER SECTION 1504(E), TWO OR MORE ORGANIZATIONS EXEMPT FROM TAXATION UNDER SECTION 501 - ONE OR MORE OF WHICH IS DESCRIBED IN SECTION 501(C)(2) AND THE OTHERS OF WHICH DERIVE INCOME FROM SUCH 501(C)(2) ORGANIZATIONS, SHALL BE CONSIDERED AS INCLUDIBLE CORPORATIONS FOR THE PURPOSE OF THE APPLICATION OF SUBSECTION (A) TO SUCH ORGANIZATION ALONE. AS A RESULT A 501(C)(2) MAY FILE A CONSOLIDATED INCOME TAX RETURN WITH ITS TAX-EXEMPTPARENT.THIS CONSOLIDATED RETURN CONTAINS THE TAX INFORMATION FOR:THE HIGHLAND STREET CONNECTION 04-3048298 PARENT 501(C)(3)REAL ESTATE EDUCATIONAL FACILITIES, INC. 04-3552218 SUBSIDIARY 501(C)(2)ELEPHANT HOUSE FOUNDATION, INC. 41-2031284 SUBSIDIARY 501(C)(2)
PART VI-B, LINE 1A(4) FORM 990-PF, PART VI-B, LINE 1A(4) THE TRUSTEES ARE REIMBURSED BY HIGHLAND STREET FOR EXPENSES THEY INCUR IN CARRYING OUT THE EXEMPT PURPOSE OF THE ORGANIZATION.

TY 2022 InvestmentsCorpStockSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Name of Stock End of Year Book Value End of Year Fair Market Value
BOSTON PARTNERS EQUITIES 4,475,456 5,808,333
SANDS CAPITAL MANAGEMENT 2,415,517 2,486,609
SYKES DATRONICS 3,055 3,055
BROAD RUN FOCUS 2,461,868 3,293,905

TY 2022 InvestmentsOtherSchedule2
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COLLECTIBLES AND ARTWORK AT COST 38,291 38,291
LEXINGTON CAPITAL PARTNERS FMV 393,512 153,403
INVESTMENT - REITS FMV 0 4,647
SPECIAL OPPORTUNITIES FUND III FMV 40,128 69,074
PATRON CAPITAL III & IV FMV 440,504 149,535
SANKATY CREDIT OPPORTUNITIES (OFFSHORE) IV FMV 955 955
VANGUARD EMERGING MKT STOCK INDEX FMV 3,444,352 2,853,529
VANGUARD FIXED 500 INDEX FMV 7,220,439 7,738,766
IR&M US BANK FMV 1,989,577 1,456,746

TY 2022 LandEtcSchedule2
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
SOFTWARE 24,769 24,769 0  
WEBSITE DEVELOPMENT 11,854 11,854 0  
FURNITURE 3,475 3,475 0  
COMPUTER EQUIPMENT 12,127 12,127 0  
EQUIPMENT 3,297 3,297 0  
FURNITURE 790 790 0  
FURNITURE 880 880 0  
WEBSITE DEVELOPMENT 6,602 6,602 0  
HP COMPUTER BUNDLE 21,395 21,395 0  
CYBER GRANTS SOFTWARE 19,250 19,250 0  
ENVIRONMENT @ WORK BUNDLE 58,273 58,273 0  
LEASEHOLD IMPROVEMENTS 119,021 119,021 0  
WEB SITE 1,955 1,955 0  
LEASEHOLD IMPROVEMENTS 1,063 1,063 0  
FURNITURE 8,909 8,909 0  
LEASEHOLD IMPROVEMENTS 4,350 4,350 0  
COMPUTER ROUTER 1,213 1,213 0  
BACK UP UNIT 2,500 2,500 0  
NEW COMPUTER SERVER 14,577 14,577 0  
DELL COMPUTER 1,015 1,015 0  
WEB SITE 28,850 28,850 0  
COMPUTER EQUIPMENT 1,520 1,520 0  
COMPUTER EQUIPMENT 1,506 1,054 452  


TY 2022 MortgagesAndNotesPayableSch
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Total Mortgage Amount:  

Item No. 1
Lender's Name NATIONAL PHILANTHROPIC TRUST
Lender's Title  
Relationship to Insider DONOR ADVISED FUND OF FORMER TRUSTEE
Original Amount of Loan 6,258,000
Balance Due 0
Date of Note  
Maturity Date  
Repayment Terms 3 YEARS
Interest Rate 6.500000000000
Security Provided by Borrower CASH AND SECURITIES
Purpose of Loan NOTE IN LIEU OF DISTRIBUTION OF ILLIQUID ASSETS
Description of Lender Consideration CASH AND SECURITIES
Consideration FMV  

Item No. 2
Lender's Name US BANK (LINE OF CREDIT)
Lender's Title  
Relationship to Insider NONE
Original Amount of Loan 6,000,000
Balance Due 14,000,000
Date of Note 2020-03
Maturity Date  
Repayment Terms DEMAND
Interest Rate 1.050000000000
Security Provided by Borrower CASH AND SECURITIES IN INVESTMENT ACCOUNT
Purpose of Loan LEND TO 501(C)(3) - SEE NOTES RECEIVABLE
Description of Lender Consideration CASH AND SECURITIES
Consideration FMV  


TY 2022 OtherAssetsSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT - PARTNERSHIPS 33,393,048 34,480,180 45,385,803


TY 2022 OtherDecreasesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description Amount
HIGHLAND PARTNERS CHARITABLE FUND UNDER EXPENDITURE RESPONSIBILITY AGREEMENT 6,467


TY 2022 OtherExpensesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 612 0   612
OFFICE SUPPLIES AND EXPENSES 4,463 0   4,463
PORTFOLIO DEDUCTIONS - K-1'S 440,224 440,224   0
TELEPHONE 7,278 0   7,278
NONDEDUCTIBLE PORTION OF DONATIONS 750 0   750
POSTAGE AND COURIER SERVICE 3,259 0   3,259
INSURANCE 24,743 0   24,743
EXPENSES RELATED TO TADPOLE PLAYGROUND & PROGRAMS 45,226 0   45,226
DUES AND SUBSCRIPTIONS 8,889 0   8,889
DONATIONS PER K-1'S 9,644 0   9,644
COMPUTER & WEB EXPENSES 32,293 0   32,293
COMMUNITY IMPACT CONSULTANTS PROGRAM 165,619 0   165,619
PHOTOCOPIER LEASE 3,153 0   3,153
SECURITY 2,346 0   2,346
PAYROLL FEES 6,299 0   6,299
HOLIDAY PROGRAM 32,068 0   32,068
59(E)(2) EXPENDITURES PER K-1'S 23,194 23,194   0
HIGHLAND HITTERS - RED SOX 28,054 0   28,054
HIGHLAND HAT TRICKS - BRUINS 31,054 0   31,054
HIGHLAND HOOPS - CELTICS 17,953 0   17,953
ROYALTY EXPENSES PER K-1'S 12,649 12,649   0
HIGHLAND HEADERS - REVOLUTION 25,988 0   25,988
SPECIAL EVENTS 14,921 0   14,921
OUT OF THE PARK PROGRAM 29,189 0   29,189
WINTER CAMP 14,238 0   14,238
NET RENTAL LOSS PER K-1S 50,785 50,785   0


TY 2022 OtherIncomeSchedule2
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME PER K-1'S 97,112 97,112 97,112
OTHER LOSSES PER K-1'S -308,579 -308,579 -308,579
CANCELLATION OF DEBT PER K-1'S 1,774 1,774 1,774
SEC 988 PER K-1'S 807 807 807
OTHER PORTFOLIO INCOME PER K-1'S 22,677 22,677 22,677
OTHER INVESTMENT INCOME 343,241 343,241 343,241
SEC 1296 PER K-1'S -469,857 -469,857 -469,857
OTHER INCOME 19,030 19,030 19,030


TY 2022 OtherLiabilitiesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 2,693 11,457
EMPLOYEE WITHHOLDINGS - FSA -154 692


TY 2022 OtherProfessionalFeesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 184,642 184,642   0
INVESTMENT FEES 250,000 250,000   0


TY 2022 TaxesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FED EXCISE TAX ON INVEST INCOME & UBTI 80,304 0   0
MASS FORM PC & ANNUAL REPORTS 600 0   0
FOREIGN TAX WITHHELD 63,768 63,768   0
PAYROLL TAXES 48,297 3,930   44,367
OTHER TAX PAYMENTS 22,220 22,220   0