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
YAWKEY FOUNDATION II
 
Number and street (or P.O. box number if mail is not delivered to street address)990 WASHINGTON STREET 315
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DEDHAM, MA02026
A Employer identification number

04-2768239
B Telephone number (see instructions)

(781) 329-7470
C 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$420,538,932J 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 right arrow.............
3 Interest on savings and temporary cash investments 123,140 123,140  
4 Dividends and interest from securities... 4,876,246 4,876,246  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 192,073
b Gross sales price for all assets on line 6a 166,424,995
7 Capital gain net income (from Part IV, line 2)... 0
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
18,715 232,960 0
12 Total. Add lines 1 through 11........ 5,210,174 5,232,346 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,580,786 641,795 0 938,991
14 Other employee salaries and wages...... 394,617 160,214 0 234,403
15 Pension plans, employee benefits....... 920,308 373,645 0 546,663
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
10,502 4,264 0 6,238
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
193,400 65,975 0 96,525
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,053,301 1,710,334 0 342,967
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
311,793 105,071 0 0
19 Depreciation (attach schedule) and depletion... 15,458 6,276 0
20 Occupancy.............. 165,386 67,147 0 98,239
21 Travel, conferences, and meetings....... 52,277 17,230 0 35,047
22 Printing and publications.......... 1,375 558 0 817
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
139,694 43,007 0 96,637
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,838,897 3,195,516 0 2,396,527
25 Contributions, gifts, grants paid....... 19,266,082 19,266,082
26 Total expenses and disbursements. Add lines 24 and 25 25,104,979 3,195,516 0 21,662,609
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -19,894,805
b Net investment income (if negative, enter -0-) 2,036,830
c Adjusted net income (if negative, enter -0-)... 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............. 662,170 444,605 444,605
2 Savings and temporary cash investments......... 23,068,887 7,088,444 7,088,444
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 8,278,739 Click to see attachment
List of Attached Documents:
// Content
7,788,700 		7,788,700
b Investments—corporate stock (attach schedule)....... 314,546,295 Click to see attachment
List of Attached Documents:
// Content
238,614,360 		238,614,360
c Investments—corporate bonds (attach schedule)....... 35,773,594 Click to see attachment
List of Attached Documents:
// Content
27,937,393 		27,937,393
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 129,706,323 Click to see attachment
List of Attached Documents:
// Content
138,620,022 		138,620,022
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
50,043 		Click to see attachment
List of Attached Documents:
// Content
45,408 		Click to see attachment
List of Attached Documents:
// Content
45,408
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 512,086,051 420,538,932 420,538,932
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 512,086,051 420,538,932
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........    
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)..... 512,086,051 420,538,932
30 Total liabilities and net assets/fund balances (see instructions). 512,086,051 420,538,932
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
512,086,051
2
Enter amount from Part I, line 27a .....................
2
-19,894,805
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
492,191,246
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
71,652,314
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
420,538,932
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 1607 CAPITAL INTL EQ FUND P 2014-08-01 2022-12-31
b AFSF II AIV-A, L.P. P 2022-01-01 2022-12-31
c AFSF II AIV-C, L.P. P 2022-01-01 2022-12-31
d ANOMALY CAPL INTERNATINAL LTD P 2022-01-01 2022-12-31
e ANRP II (AIV L-ZED C), L.P. P 2022-01-01 2022-12-31
ANRP II 829/TE (CONDUIT AIV P-II), L.P. P 2022-01-01 2022-12-31
ANRP II 892/TE (AIV-A), L.P. P 2022-01-01 2022-12-31
APOLLO NATURAL RESOURCES III P 2022-01-01 2022-12-31
AQUILINE FINANCIAL SERVICES FUND (OFFSHORE) L.P. P 2022-01-01 2022-12-31
AQUILINE FINANCIAL SVCS FUND II L.P. P 2022-01-01 2022-12-31
CENTERBRIDGE CREDIT PARTNERS OFFSHORE P 2022-01-01 2022-12-31
CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV I, L.P. P 2022-01-01 2022-12-31
CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV III, L.P. P 2022-01-01 2022-12-31
CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV IV (CAYMAN), L.P. P 2022-01-01 2022-12-31
CENTERBRIDGE SPECIAL CREDIT PARTNERS III, L.P. P 2022-01-01 2022-12-31
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX AIV I, L.P. P 2022-01-01 2022-12-31
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX AIV III, L.P. P 2022-01-01 2022-12-31
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX AIV V, L.P. P 2022-01-01 2022-12-31
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX, L.P. P 2022-01-01 2022-12-31
CSCP III-FLEX CAPSOL AIV - A, L.P. P 2022-01-01 2022-12-31
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS P 2022-01-01 2022-12-31
ENERGY CAPITAL PARTNERS II B P 2022-01-01 2022-12-31
EQUITY RESOURCE FUND 2013, L.P. P 2022-01-01 2022-12-31
EQUITY RESOURCE FUND 2017 HOLDINGS LLC SERIES 1 P 2022-01-01 2022-12-31
EQUITY RESOURCE FUND 2017 HOLDINGS LLC SERIES 3 P 2022-01-01 2022-12-31
EQUITY RESOURCE FUND 2018, LLC P 2022-01-01 2022-12-31
EQUITY RESOURCE FUND 2020, LLC P 2022-01-01 2022-12-31
FOREIGN CURRENCY LOSS P 2022-01-01 2022-12-31
HIGHBROOK INCOME PROPERTY FUND P 2022-01-01 2022-12-31
HIGHFIELDS CAPITAL LTD P 2022-01-01 2022-12-31
HIGHLAND CONSUMER FUND I-B, L.P. P 2022-01-01 2022-12-31
IR&M CORE BOND FUND II LLC P 2022-01-01 2022-12-31
IR&M LONG GOVERNMENT/CREDIT FUND LLC P 2022-01-01 2022-12-31
KABOUTER INTL OPP OFFSHORE FD II P 2022-01-01 2022-12-31
MONOGRAM CAPITAL PARTNERS II, LP P 2022-01-01 2022-12-31
NATURAL GAS PARTNERS IX LP P 2022-01-01 2022-12-31
PARAMETRIC DEFENSIVE EQUITY FUND LLC P 2022-01-01 2022-12-31
PEAK ROCK CAPITAL CREDIT FUND II-A LP P 2022-01-01 2022-12-31
PEAK ROCK CAPITAL FUND II-A LP P 2022-01-01 2022-12-31
PEAK ROCK REAL ESTATE FUND I LP P 2022-01-01 2022-12-31
PUBLICLY TRADED SECURITIES      
SPARK CAPITAL GROWTH FUND IV, L.P. P 2022-01-01 2022-12-31
THE HIGHCLERE INTERNATIONAL INVESTORS P 2022-01-01 2022-12-31
VALINOR CAPITAL OFFSHORE LTD P 2022-01-01 2022-12-31
ANRP II (AIV TW), L.P. P 2022-01-01 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     75,087 -75,087
b 32,907     32,907
c 67,186     67,186
d 2,692,590   2,500,000 192,590
e     486,798 -486,798
    13,706 -13,706
109,542     109,542
    6,708 -6,708
    9 -9
    362,772 -362,772
162,214   162,808 -594
619     619
2     2
20,373     20,373
11,884     11,884
    194 -194
39,135     39,135
1     1
    7,628 -7,628
5     5
76,229     76,229
    1,069,814 -1,069,814
139,713     139,713
99,127     99,127
452,719     452,719
500,584     500,584
297,070     297,070
    363 -363
    389,085 -389,085
2,442   27,473 -25,031
6,174     6,174
    747,461 -747,461
    16,841 -16,841
677,502     677,502
    7,375 -7,375
    126,124 -126,124
237,022     237,022
59,068     59,068
300,619     300,619
    308 -308
142,297,917   144,903,298 -2,605,381
    9,086 -9,086
    3,171,184 -3,171,184
71,705   34,781 36,924
134     134
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       -75,087
b       32,907
c       67,186
d       192,590
e       -486,798
      -13,706
      109,542
      -6,708
      -9
      -362,772
      -594
      619
      2
      20,373
      11,884
      -194
      39,135
      1
      -7,628
      5
      76,229
      -1,069,814
      139,713
      99,127
      452,719
      500,584
      297,070
      -363
      -389,085
      -25,031
      6,174
      -747,461
      -16,841
      677,502
      -7,375
      -126,124
      237,022
      59,068
      300,619
      -308
      -2,605,381
      -9,086
      -3,171,184
      36,924
      134
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 -5,764,420
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 (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 28,312
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 28,312
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 28,312
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 147,619
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 147,619
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 10 119,307
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow19,307 Refundedright arrow 11 100,000
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
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.YAWKEYFOUNDATIONS.ORG
14
The books are in care ofright arrowHIRUT M GEWE CPA Telephone no.right arrow (781) 329-7470

Located atright arrow990 WASHINGTON STREET - STE 315DEDHAMMA ZIP+4right arrow02026
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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN L HARRINGTON BOARD CHAIR / TRUSTEE
6.00 		0 9,042 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
CHARLES CLOUGH JR TRUSTEE
2.00 		29,250 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
DEBRA MCNULTY TRUSTEE
3.00 		36,250 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
GEORGE R NEBLE TRUSTEE
4.00 		50,500 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JAMES P HEALEY TRUSTEE
4.00 		51,750 19,946 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JUDITH WALDEN SCARAFILE TRUSTEE
3.00 		40,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JUSTIN P MORREALE TRUSTEE
4.00 		57,750 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
MYECHIA MINTER-JORDAN TRUSTEE
2.00 		34,750 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
REV DR RAY HAMMOND TRUSTEE
4.00 		52,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
VANESSA CALDERON-ROSADO TRUSTEE
2.00 		27,750 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
WILLIAM B GUTFARB TRUSTEE
3.00 		35,250 19,263 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
MAUREEN H BLEDAY TRUSTEE / CHIEF EXECUTIVE OFFICER
40.00 		378,902 151,125 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JOHN M REDMOND COO / CFO / TREASURER
40.00 		259,466 141,787 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JOHN A DESISTO CHIEF INVESTMENT OFFICER
40.00 		288,295 144,462 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
ALICIA K VERITY CPO / BOARD SECRETARY
40.00 		238,873 140,878 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
HIRUT M GEWE CONTROLLER
33.00 		115,318 75,128 0
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
KAREN GREENE DIRECTOR OF GRANTS A
33.00 		113,259 70,855 0
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
EILEEN M KENNEDY OFFICE MANAGER
33.00 		56,835 41,505 0
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
MARYBETH CONNOLLY INVESTMENT ANALYST
33.00 		67,206 0 0
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
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
VAUGHAN NELSON PORTFOLIO MGR SVCS 614,556
600 TRAVIS STREET SUITE 3800
HOUSTON,TX770023071
TERAKEET LLC STRATEGIC COMMUNICATIONS 492,002
333 WEST WASHINGTON ST SUITE 500
SYRACUSE,NY13202
FIDUCIENT ADVISORS LLC INVESTMENT ADVISOR 252,415
500 WEST MADISON STREET SUITE 1700
CHICAGO,IL60661
ERNST & YOUNG LLP AUDIT AND TAX SERVICES 193,400
200 CLARENDON STREET
BOSTON,MA021165072
COLUMBIA THREADNEEDLE INVESTMENTS PORTFOLIO MGR SVCS 175,437
290 CONGRESS STREET
BOSTON,MA02210
Total number of others receiving over $50,000 for professional services.............right arrow5
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
318,803,274
b
Average of monthly cash balances.......................
1b
1,102,786
c
Fair market value of all other assets (see instructions)................
1c
132,909,714
d
Total (add lines 1a, b, and c).........................
1d
452,815,774
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
452,815,774
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,792,237
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
446,023,537
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
22,301,177
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
22,301,177
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
28,312
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,312
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,272,865
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
22,272,865
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
22,272,865
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
21,662,609
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
21,662,609
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 22,272,865
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......  
b From 2018......  
c From 2019...... 187,736
d From 2020......  
e From 2021...... 184,585
f Total of lines 3a through e ........ 372,321
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 21,662,609
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..... 21,662,609
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 372,321 372,321
(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 0
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 .......... 		237,935
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) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
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 e-mail address of the person to whom applications should be addressed:
KAREN GREENE
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
(781) 329-7470
bThe form in which applications should be submitted and information and materials they should include:
THE FOUNDATION ENCOURAGES APPLICANTS TO REVIEW THE FOUNDATION'S GRANT GUIDELINES ON OUR WEBSITE (WWW.YAWKEYFOUNDATION.ORG) PRIOR TO APPLYING FOR A FOUNDATION GRANT.
cAny submission deadlines:
SEE PART XV, LINE 2B ABOVE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE PART XV, LINE 2B ABOVE
Form 990-PF (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

A SPORTING CHANCE INC

24 ADRIA WAY
WEYMOUTH,MA02190 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 20,000

ABOUT FRESH INC

69 SHIRLEY ST
BOSTON,MA02119 		N/A PC HUNGER RELIEF & FOOD ACCESS 25,000

ADAPTIVE SPORTS NEW ENGLAND INC

89 SOUTH STREET SUITE 603
BOSTON,MA02111 		N/A PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 10,000

AGGANIS FOUNDATION INC

85 EXCHANGE ST SUITE 218
LYNN,MA01901 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

AIKEN LAND CONSERVANCY

PO BOX 3096
AIKEN,SC29802 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 20,000

ALL DORCHESTER SPORTS & LEADERSHIP INC

1565 DORCHESTER AVENUE
DORCHESTER,MA02122 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 20,000

AMERICAN LEGION BASEBALL

1212 HANCOCK STREET SUITE 110
QUINCY,MA02169 		N/A NC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 10,000

ARTS & BUSINESS COUNCIL OF GREATER BOSTON

15 CHANNEL CENTER ST STE 103
BOSTON,MA02210 		N/A PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 25,000

BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY

41 BERKELEY STREET
BOSTON,MA02116 		N/A PC SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 10,000

BETH ISRAEL DEACONESS MEDICAL CENTER INC

330 BROOKLINE AVE
BOSTON,MA022155400 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 500,000

BETHEL INSTITUTE FOR COMMUNITY DEVELOPMENT

40 WALK HILL STREET
JAMAICA PLAIN,MA02130 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

BETHEL INSTITUTE FOR COMMUNITY DEVELOPMENT

40 WALK HILL STREET
JAMAICA PLAIN,MA02130 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000

BETHEL INSTITUTE FOR SOCIAL JUSTICE

40 WALK HILL STREET
JAMAICA PLAIN,MA02130 		N/A SO I EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 15,000

BLACK MINISTERIAL ALLIANCE OF GREATER BOSTON INC

2010 COLUMBUS AVENUE
ROXBURY,MA02119 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

BLUE HILL OBSERVATORY SCIENCE CENTER INC

1 OBSERVATORY SERVICE ROAD
MILTON,MA02186 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 50,000

BOSTON CHILDREN'S MUSEUM

308 CONGRESS ST
BOSTON,MA02210 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 150,000

BOSTON COMMUNITY PEDIATRICS

527 ALBANY STREET SUITE 200
BOSTON,MA02118 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000

BOSTON DEBATE LEAGUE

1542 TREMONT ST
BOSTON,MA02120 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

BOSTON FOUNDATION INC

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		N/A PC YAWKEY SCHOLARS PROGRAM 999,264

BOSTON FOUNDATION INC

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		N/A PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 200,000

BOSTON FOUNDATION INC

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		N/A PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 25,000

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC

780 ALBANY ST
BOSTON,MA02118 		N/A PC HEALTH CARE ACCESS FOR HOMELESS INDIVIDUALS 150,000

BOSTON MEDICAL CENTER CORPORATION

660 HARRISON GAMBRO 211
BOSTON,MA021182908 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 2,000,000

BOSTON PARK LEAGUE INC

27 DONEGAL WAY
MANSFIELD,MA02048 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 33,000

BOSTON SYMPHONY ORCHESTRA INC

301 MASSACHUSETTS AVENUE
BOSTON,MA02115 		N/A PC CAPITAL IMPROVEMENTS PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 50,000

BOTTOM LINE INC

500 AMORY STREET
JAMAICA PLAIN,MA02130 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 37,500

BOYS AND GIRLS CLUBS OF BOSTON INC

200 HIGH STREET SUITE 3B
BOSTON,MA02110 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

BOYS AND GIRLS CLUBS OF DORCHESTER INC

1135 DORCHESTER AVE
DORCHESTER,MA02125 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000

BOYS AND GIRLS CLUBS OF METROWEST INC

169 PLEASANT STREET
MARLBOROUGH,MA01752 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

BREAKTIME CAFE INC

170 PORTLAND ST
BOSTON,MA02114 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 25,000

BRIDGE OVER TROUBLED WATERS INC

47 WEST STREET
BOSTON,MA021111219 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 225,000

BRIDGE OVER TROUBLED WATERS INC

47 WEST STREET
BOSTON,MA021111219 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 33,000

BROCKTON HOSPITAL INC

680 CENTRE STREET
BROCKTON,MA02302 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 100,000

BROOKE SCHOOL FOUNDATION

190 CUMMINS HIGHWAY
ROSLINDALE,MA02131 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC

465 SCHOOL STREET
LOWELL,MA01851 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 25,000

CAPE COD BASEBALL LEAGUE INC

59 DOVETAIL LANE
COTUIT,MA02635 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 40,000

CAPE COD COUNCIL OF CHURCHES INC

320 MAIN STREET
HYANNIS,MA026014003 		N/A PC HUNGER RELIEF & FOOD ACCESS 30,000

CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC

275 WEST BROADWAY
BOSTON,MA02127 		N/A PC BASIC NEEDS CAPACITY BUILDING IN LYNN AND BROCKTON 175,000

CATHOLIC MEMORIAL SCHOOL

235 BAKER STREET
WEST ROXBURY,MA02132 		N/A PC CAPITAL RENOVATIONS FOR BASEBALL & SPORTS FIELD FACILITIES 1,000,000

CATHOLIC SCHOOLS FOUNDATION INC

67 BATTERYMARCH STREET
FLOOR BOSTON,MA02110 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

CELEBRITY SERIES OF BOSTON

20 PARK PLAZA STE 1032
BOSTON,MA02116 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

CHILDREN'S HOSPITAL CORPORATION

300 LONGWOOD AVENUE
BOSTON,MA02115 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 100,000

CHILDRENS PLACE INC

310 BARNWELL AVE NE
AIKEN,SC29801 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 30,000

CLEMSON UNIVERSITY FOUNDATION

PO BOX 1889
CLEMSON,SC29633 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 110,668

COALITION FOR A BETTER ACRE

517 MOODY STREET 3RD FLOOR
LOWELL,MA01854 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 20,000

COMMON ROOM INC

40 LAKE STREET
BRIGHTON,MA021353823 		N/A PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 15,000

COMMONWEALTH ZOOLOGICAL CORPORATION

1 FRANKLIN PARK ROAD
BOSTON,MA02121 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 50,000

COMMUNITY ACTION COMMITTEE OF CAPE COD & ISLANDS INC

372 NORTH ST
HYANNIS,MA02601 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 10,000

COMMUNITY ROWING INC

20 NONANTUM RD
BRIGHTON,MA02170 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 41,000

COMMUNITY SERVINGS INC

179 AMORY STREET
JAMAICA PLAIN,MA02130 		N/A PC HUNGER RELIEF & FOOD ACCESS 50,000

CONGREGACION LEON DE JUDA

62 NORTHAMPTON ST
BOSTON,MA02118 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 20,000

CONGREGATION OF SISTERS OF ST JOSEPH OF BOSTON

637 CAMBRIDGE ST
BRIGHTON,MA02135 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

COUNCIL ON FOUNDATIONS INC

1255 23RD ST NW STE 200
WASHINGTON,DC200371152 		N/A PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 19,000

COUNCIL ON FOUNDATIONS INC

1255 23RD ST NW STE 200
WASHINGTON,DC200371152 		N/A PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 19,000

CRISTO REY BOSTON HIGH SCHOOL INC

100 SAVIN HILL AVENUE
BOSTON,MA02125 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

CROSSROADS FOR KIDS INC

PO BOX 51395
BOSTON,MA02205 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

DANIELS TABLE INC

10 PEARL STREET
FRAMINGHAM,MA01702 		N/A PC HUNGER RELIEF & FOOD ACCESS 20,000

DIMOCK COMMUNITY HEALTH CENTER INC

55 DIMOCK STREET
ROXBURY,MA02119 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 65,000

DISCOVERY MUSEUMS INC

177 MAIN ST
ACTON,MA01720 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

DOVE INC

PO BOX 690267
QUINCY,MA02269 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 25,000

EAST BOSTON SOCIAL CENTERS INC

68 CENTRAL SQUARE
EAST BOSTON,MA02128 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 25,000

ECKHART TOLLE FOUNDATION

413 SOUTH ARTHUR AVENUE
LOUISVILLE,CO80027 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 10,000

ELEVATED THOUGHT FOUNDATION INC

15 UNION ST SUITE 120
LAWRENCE,MA01840 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

EMERSON HOSPITAL

133 OLD ROAD TO NINE ACRE CORNER
CONCORD,MA01742 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 34,000

EMMANUEL COLLEGE

400 THE FENWAY
BOSTON,MA02115 		N/A PC SCHOLARSHIP PROGRAM 10,000

EMMANUEL GOSPEL CENTER INC

44 MOULTRIE STREET
DORCHESTER,MA02124 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 15,000

EMMANUEL GOSPEL CENTER INC

44 MOULTRIE STREET
DORCHESTER,MA02124 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

EMPOWERED AND DEDICATED TO EDIFY THE NATION INC

717 SOUTH STREET
BOSTON,MA02131 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

FAMILY AND COMMUNITY RESOURCES INC

18 NEWTON ST
BROCKTON,MA02301 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000

FAMILYAID BOSTON INC

3815 WASHINGTON STREET
BOSTON,MA02130 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 75,000

FATHER BILLS & MAINSPRING INC

430 BELMONT STREET
BROCKTON,MA02301 		N/A PC SUPPORT FOR HOUSING RESOURCE CENTER FOR UNDERSERVED INDIVIDUALS 1,000,000

FATHERS UPLIFT INC

12 SOUTHERN AVE
DORCHESTER,MA02124 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 50,000

FONTBONNE ACADEMY

930 BROOK RD
MILTON,MA02186 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000

FOOD FOR FREE COMMITTEE INC

11 INMAN STREET
CAMBRIDGE,MA02139 		N/A PC HUNGER RELIEF & FOOD ACCESS 50,000

FOUNDATION TO ADVANCE CATHOLIC EDUCATION

450 HIGHLAND STREET
FALL RIVER,MA02720 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

FRIENDS OF ACADIA

PO BOX 45
BAR HARBOR,ME04609 		N/A PC PROGRAM EQUIPMENT REPLACEMENT SUPPORT 25,000

FRIENDS OF THE ANIMAL SHELTER INC

PO BOX 2207
AIKEN,SC29802 		N/A PC SUPPORT OF ANIMAL SHELTER MISSION 25,000

FRIENDS OF THE CHILDREN - BOSTON

184 DUDLEY STREET SUITE 100
ROXBURY,MA02119 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

GREATER BOSTON INTERFAITH ORGANIZATION

PO BOX 190892
ROXBURY,MA021190018 		N/A PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 15,000

HALEY HOUSE INC

23 DARTMOUTH STREET
BOSTON,MA02116 		N/A PC HUNGER RELIEF & FOOD ACCESS 50,000

HEROES IN TRANSITION INC

27 BATES ROAD SUITE 135
SUITE MASHPEE,MA026493280 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 20,000

HOMESTART INC

105 CHAUNCY STREET
BOSTON,MA02111 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 50,000

HOUSE OF POSSIBILITIES INC

350 WASHINGTON STREET
NORTH EASTON,MA02356 		N/A PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 100,000

HYANNIS ATHLETIC ASSOCIATION INC

PO BOX 832
HYANNISPORT,MA02672 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 25,000

HYDE SQUARE TASK FORCE

PO BOX 301871
JAMAICA PLAIN,MA02130 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 15,000

INQUILINOS BORICUAS EN ACCION INC

2 SAN JUAN STREET
BOSTON,MA02118 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 50,000

INSTITUTE FOR NONPROFIT PRACTICE INC

89 SOUTH STREET SUITE LL02
BOSTON,MA02111 		N/A PC SCHOLARSHIPS TO ACCESS PROFESSIONAL DEVELOPMENT OPPORTUNITIES 25,000

INTERFAITH SOCIAL SERVICES INC

105 ADAMS STREET
QUINCY,MA02169 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 50,000

ISABELLA STEWART GARDNER MUSEUM INC

25 EVANS WAY
BOSTON,MA021155538 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 10,000

ISABELLA STEWART GARDNER MUSEUM INC

25 EVANS WAY
BOSTON,MA021155538 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 15,000

ISABELLA STEWART GARDNER MUSEUM INC

25 EVANS WAY
BOSTON,MA021155538 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

JACKIE ROBINSON FOUNDATION INC

75 VARICK STREET 2ND FLOOR
NEW YORK,NY10013 		N/A PC SCHOLARSHIP PROGRAM 40,000

JEWISH COMMUNITY CENTER OF GREATER BOSTON INC

333 NAHANTON STREET
NEWTON CENTER,MA02459 		N/A PC SUPPORT OF CAMP GROSSMAN, INCLUSIVE CAMP FOR YOUTH WITH DISABILITIES 25,000

JUDGE BAKER CHILDREN'S CENTER

53 PARKER HILL AVENUE
BOSTON,MA021203225 		N/A PC CAPITAL UPGRADES TO MENTAL HEALTH FACILITY 50,000

JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND

80 CITY SQUARE
BOSTON,MA02129 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000

JUPITER MEDICAL CENTER FOUNDATION INC

1210 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL334587205 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 10,000

LA ALIANZA HISPANA INC

1000 MASSACHUSETTS AVENUE SUITE 101
BOSTON,MA021182606 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 20,000

LA COLABORATIVA

318 BROADWAY
CHELSEA,MA02150 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 100,000

LATHAM CENTERS INC

1646 MAIN ST
BREWSTER,MA026311716 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000

LAWRENCE BOYS CLUB & GIRLS CLUB INC

136 WATER STREET
LAWRENCE,MA01841 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC

9800 S HEALTHPARK DRIVE 405
FORT MYERS,FL33908 		N/A PC BASIC NEEDS FOR VULNERABLE INDIVIDUALS AND FAMILIES 50,000

LOUISA MAY ALCOTTS ORCHARD HOUSE INC

399 LEXINGTON RD
CONCORD,MA017423712 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 33,000

LOVIN' SPOONFULS INC

189 WELLS AVE SUITE 100
NEWTON,MA02459 		N/A PC HUNGER RELIEF & FOOD ACCESS 75,000

MARGARITA MUNIZ ACADEMY FOUNDATION INC

20 CHILD STREET
JAMAICA PLAIN,MA021303223 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 40,000

MASS MENTORING PARTNERSHIP INC

75 KNEELAND STREET 11TH FLOOR
BOSTON,MA02111 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 35,000

MASS MENTORING PARTNERSHIP INC

75 KNEELAND STREET 11TH FLOOR
BOSTON,MA02111 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH 100,000

MASSACHUSETTS AMATEUR SPORTS

55 SIXTH ROAD
WOBURN,MA01801 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 40,000

MASSACHUSETTS AUDUBON SOCIETY INC

208 SOUTH GREAT ROAD
LINCOLN,MA017734816 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25,000

MASSACHUSETTS DOWN SYNDROME CONGRESS

20 BURLINGTON MALL ROAD SUITE 261
BURLINGTON,MA01803 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 15,000

METROWEST FREE MEDICAL PROGRAM

246 MAPLE STREET SUITE 1
MARLBOROUGH,MA01752 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 25,000

MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH

111 WEST 33RD STREET 10TH FLOOR
NEW YORK,NY10120 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 10,000

MISSION OF DEEDS INC

6 CHAPIN AVENUE
READING,MA01867 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 25,000

MORE THAN WORDS INC

56 FELTON STREET
WALTHAM,MA02453 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 100,000

MORGAN MEMORIAL GOODWILL INDUSTRIES INC

1010 HARRISON AVENUE
BOSTON,MA02119 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 25,000

MOTHERS FOR JUSTICE & EQUALITY

2201 WASHINGTON STREET SUITE 307
ROXBURY,MA02119 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000

MUJERES UNIDAS AVANZANDO INC

54 CLAYTON STREET
DORCHESTER,MA02122 		N/A PC SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

MY BROTHERS KEEPER INC

PO BOX 338
EASTON,MA02356 		N/A PC EXPANSION AND RENOVATION OF EASTON FACILITY 100,000

MY BROTHERS KEEPER INC

PO BOX 338
EASTON,MA02356 		N/A PC EXPANSION AND RENOVATION OF EASTON FACILITY 50,000

MY BROTHERS KEEPER INC

PO BOX 338
EASTON,MA02356 		N/A PC EXPANSION AND RENOVATION OF EASTON FACILITY 250,000

MY BROTHERS KEEPER INC

PO BOX 338
EASTON,MA02356 		N/A PC HOLIDAY GIFT PROGRAM FOR UNDERSERVED FAMILIES 100,000

MY BROTHER'S TABLE INC

98 WILLOW STREET
LYNN,MA019011109 		N/A PC HUNGER RELIEF & FOOD ACCESS 25,000

NATICK COMMUNITY ORGANIC FARM INC

117 ELIOT ST
NATICK,MA01760 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 50,000

NATIONAL MUSEUM OF RACING INC

191 UNION AVE
SARATOGA SPGS,NY128663513 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 10,000

NATURE CONSERVANCY OF SOUTH CAROLINA

1417 STUART ENGALS BLVD STE 100
MT PLEASANT,SC29464 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 10,000

NEW ENGLAND AQUARIUM CORPORATION

CENTRAL WHARF
BOSTON,MA02110 		N/A PC SUPPORT FOR RENOVATIONS TO OCEAN REEF EXHIBIT 50,000

NOTRE DAME CRISTO REY HIGH SCHOOL INC

203 LAWRENCE ST
METHUEN,MA01844 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000

NOTRE DAME EDUCATION CENTER

354 MERRIMACK STREET SUITE 210
LAWRENCE,MA01843 		N/A PC SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000

NURTURY INC

2201 WASHINGTON STREET SUITE 306
BOSTON,MA02119 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 45,000

OLD COLONY YOUNG MENS CHRISTIAN ASSOCIATION INC

320 MAIN STREET
BROCKTON,MA02719 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

OLD NORTH FOUNDATION OF BOSTON INC

193 SALEM STREET
BOSTON,MA02113 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

PEAK GRANTMAKING INC

1701 PENNSYLVANIA AVE NW STE 200
WASHINGTON,DC200065823 		N/A PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 2,250

PEAK GRANTMAKING INC

1701 PENNSYLVANIA AVE NW STE 200
WASHINGTON,DC200065823 		N/A PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 2,250

PHILANTHROPY MASSACHUSETTS INC

133 FEDERAL ST STE 802
BOSTON,MA021101712 		N/A PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 21,900

PHILANTHROPY MASSACHUSETTS INC

133 FEDERAL ST STE 802
BOSTON,MA021101712 		N/A PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 22,250

PHILANTHROPY MASSACHUSETTS INC

133 FEDERAL ST STE 802
BOSTON,MA021101712 		N/A PC SUMMERFUND: RECREATION & ENRICHMENT FOR UNDERSERVED YOUTH 100,000

PINE STREET INN INC

444 HARRISON AVENUE
BOSTON,MA02118 		N/A PC CAPITAL SUPPORT TO SCALE PERMANENT SUPPORTIVE HOUSING FOR THE HOMELESS 1,500,000

PINE STREET INN INC

444 HARRISON AVENUE
BOSTON,MA02118 		N/A PC CAPITAL SUPPORT TO SCALE PERMANENT SUPPORTIVE HOUSING FOR THE HOMELESS 500,000

PROJECT BREAD - THE WALK FOR HUNGER INC

145 BORDER STREET
BOSTON,MA021281903 		N/A PC HUNGER RELIEF & FOOD ACCESS 50,000

PROJECT RIGHT INC

320-A BLUE HILL AVE
DORCHESTER,MA02121 		N/A PC PROGRAMMATIC SUPPORT AND OUTREACH FOR VULNERABLE YOUTH 25,000

ROCA INC

101 PARK STREET
CHELSEA,MA02150 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 100,000

RODMAN RIDE FOR KIDS INC

10 LINCOLN ROAD
FOXBORO,MA02035 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 50,000

RODMAN RIDE FOR KIDS INC

10 LINCOLN ROAD
FOXBORO,MA02035 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS 45,000

ROSIES PLACE INC

889 HARRISON AVENUE
BOSTON,MA02118 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 100,000

ROUND THE BEND FARM INC

92 ALLEN NECK ROAD
SOUTH DARTMOUTH,MA027481002 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 75,000

ROXBURY PRESBYTERIAN CHURCH SOCIAL IMPACT CENTER INC

328 WARREN STREET
BOSTON,MA02119 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000

SARATOGA PERFORMING ARTS CENTER INC

108 AVENUE OF THE PINES
SARATOGA SPGS,NY12866 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 10,000

SHELTER MUSIC BOSTON

1337 MASSACHUSETTS AVE 116
ARLINGTON,MA02476 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 10,000

SHELTER MUSIC BOSTON

1337 MASSACHUSETTS AVE 116
ARLINGTON,MA02476 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 20,000

SOCIEDAD LATINA INC

1530 TREMONT STREET
ROXBURY,MA021202929 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 20,000

SOUNDS TRUE FOUNDATION

PO BOX 271504
LOUISVILLE,CO800275030 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 10,000

SPEAKEASY STAGE COMPANY

539 TREMONT ST
BOSTON,MA02116 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

SPECIAL OLYMPICS MASSACHUSETTS INC

512 FOREST STREET
MARLBOROUGH,MA01752 		N/A PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 100,000

SPORTS MUSEUM OF NE INC

100 LEGENDS WAY
BOSTON,MA02114 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

ST JOHNS PREPARATORY SCHOOL INC

72 SPRING STREET
DANVERS,MA01923 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000

ST MARY'S CENTER FOR WOMEN AND CHILDREN

90 CUSHING AVENUE
DORCHESTER,MA02125 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 100,000

THE B E L L FOUNDATION INC

ONE UNIVERSITY AVENUE SUITE
201ANORTH BUILDING
WESTWOOD,MA02090 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 35,000

THE BASEBALL INC

150 SHIRLEY ST
ROXBURY,MA02119 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 50,000

THE HAVEN PROJECT INC

57 MUNROE STREET
LYNN,MA01901 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 20,000

THE LYRIC STAGE COMPANY OF BOSTON INC

140 CLARENDON STREET
BOSTON,MA021165169 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 35,000

THE MATCH FOUNDATION INC

215 FOREST HILLS STREET
JAMAICA PLAIN,MA021303302 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 15,000

THE NATURE CONNECTION INC

40 STOW STREET
CONCORD,MA01742 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 35,000

THEATREZONE INC

100 CAPTAINS ROW 306
CHELSEA,MA02150 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 50,000

TOMMYS PLACE FOUNDATION INC

90 SHORE AVE
QUINCY,MA02169 		N/A PC CHILDREN/YOUTH CANCER PATIENT (DFCI) 15,000

TRUSTEES OF BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		N/A PC CAPITAL PROJECT: CONSTRUCTION OF FRATES CENTER BASEBALL & SOFTBALL FIELD COMPLEX 4,000,000

TRUSTEES OF BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		N/A PC CAPITAL PROJECT: CONSTRUCTION OF FRATES CENTER BASEBALL & SOFTBALL FIELD COMPLEX 150,000

TRUSTEES OF BOSTON UNIVERSITY

180E THE RIVERWAY
BOSTON,MA02215 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

TRUSTEES OF MOUNT HOLYOKE COLLEGE

50 COLLEGE STREET
SOUTH HADLEY,MA01075 		N/A PC SUPPORT OF EQUESTRIAN TEAM PROGRAM 15,000

TUFTS MEDICAL CENTER INC

800 WASHINGTON STREET 231
BOSTON,MA02111 		N/A PC CAPITAL SUPPORT FOR MEDICAL/HEALTH CARE EQUIPMENT 100,000

UNIVERSITY OF MASSACHUSETTS FOUNDATION INC

ONE BEACON STREET 31ST FLOOR
BOSTON,MA02108 		N/A PC SUPPORT OF CAMP SHRIVER, INCLUSIVE CAMP FOR YOUTH WITH DISABILITIES 25,000

VERONICA ROBLES CULTURAL CENTER

282 MERIDIAN STREET
EAST BOSTON,MA02128 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

VICTORY PROGRAMS INC

404 SOUTH HUNTINGTON AVENUE
BOSTON,MA021304835 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 25,000

WALKER INC

1968 CENTRAL AVENUE
NEEDHAM,MA02492 		N/A PC PROGRAM EQUIPMENT REPLACEMENT SUPPORT 23,000

WOMENS LUNCH PLACE INC

67 NEWBURY STREET
BOSTON,MA02116 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 50,000

WOODS HOLE OCEANOGRAPHIC INSTITUTION

266 WOODS HOLE ROAD
WOODS HOLE,MA02543 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 75,000

YAWKEY BASEBALL LEAGUE

31 ELY ROAD
DORCHESTER,MA02124 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 30,000

YMCA SOUTHCOAST INC

33 CHARGE POND ROAD PO BOX 466
WAREHAM,MA02571 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 5,000

YWCA OF SOUTHEASTERN MASSACHUETTS

20 SOUTH SIXTH STREET
NEW BEDFORD,MA02740 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000
Total .................................right arrow 3a 19,266,082
bApproved for future payment

AGGANIS FOUNDATION INC
85 EXCHANGE ST SUITE 218
LYNN,MA01901 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

BOSTON CHILDREN'S MUSEUM
308 CONGRESS ST
BOSTON,MA02210 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 150,000

BOSTON FOUNDATION INC
75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		N/A PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 200,000

BOSTON MEDICAL CENTER CORPORATION
660 HARRISON GAMBRO 211
BOSTON,MA021182908 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 1,000,000

BOTTOM LINE INC
500 AMORY STREET
JAMAICA PLAIN,MA02130 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 37,500

CELEBRITY SERIES OF BOSTON
20 PARK PLAZA STE 1032
BOSTON,MA02116 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

DIMOCK COMMUNITY HEALTH CENTER INC
55 DIMOCK STREET
ROXBURY,MA02119 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 2,500,000

HALEY HOUSE INC
23 DARTMOUTH STREET
BOSTON,MA02116 		N/A PC HUNGER RELIEF & FOOD ACCESS 50,000

ISABELLA STEWART GARDNER MUSEUM INC
25 EVANS WAY
BOSTON,MA021155538 		N/A PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

LA COLABORATIVA
318 BROADWAY
CHELSEA,MA02150 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 100,000

LATHAM CENTERS INC
1646 MAIN ST
BREWSTER,MA026311716 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000

MUSEUM OF SCIENCE
1 SCIENCE PARK
BOSTON,MA02114 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

MY BROTHERS KEEPER INC
PO BOX 338
EASTON,MA02356 		N/A PC EXPANSION AND RENOVATION OF EASTON FACILITY 250,000

MY BROTHER'S TABLE INC
98 WILLOW STREET
LYNN,MA019011109 		N/A PC HUNGER RELIEF & FOOD ACCESS 50,000

PROJECT BREAD - THE WALK FOR HUNGER INC
145 BORDER STREET
BOSTON,MA021281903 		N/A PC HUNGER RELIEF & FOOD ACCESS 50,000

ROCA INC
101 PARK STREET
CHELSEA,MA02150 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 100,000

SPECIAL OLYMPICS MASSACHUSETTS INC
512 FOREST STREET
MARLBOROUGH,MA01752 		N/A PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 200,000

ST MARY'S CENTER FOR WOMEN AND CHILDREN
90 CUSHING AVENUE
DORCHESTER,MA02125 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 200,000

WOMENS LUNCH PLACE INC
67 NEWBURY STREET
BOSTON,MA02116 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 50,000
Total ................................. right arrow 3b 5,162,500
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 ........... 		    14 123,140  
4 Dividends and interest from securities ....     14 4,876,246  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 216,164 18 -24,091  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS OTHER INCOME 		    01 1,675  
bSECURITY LITIGATION INCOME     01 17,040  
cPARTNERSHIP INCOME 901101 -857,458 14 857,458  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -641,294 5,851,468 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,210,174
(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)
Yes
 
(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
1a(1) 10,000 AMERICAN LEGION BASEBALL SEE STATEMENT 15
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:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ERNST & YOUNG LLP 193,400 65,975 0 96,525

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

TY 2022 ExpenditureResponsibilityStmt
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
AMERICAN LEGION BASEBALL
  		1212 HANCOCK STREET SUITE 110
QUINCY,MA02169 		2022-03-16 10,000 BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 10,000   11/07/2022 2022-11-07 THE ORGANIZATION USED THE FUNDS FROM ITS 2022 GRANT TO RUN ITS BASEBALL LEAGUE. SPECIFICALLY, FUNDS WERE USED TO PURCHASE BASEBALL EQUIPMENT, PAY FOR LIGHTING, AND TO HIRE UMPIRES.

TY 2022 GeneralExplanationAttachment
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Identifier Return Reference Explanation
PARTNERSHIP INVESTMENT CAPITAL GAINS AND LOSSES 990-PF, PART IV, LINE 1 AS A LIMITED PARTNER IN VARIOUS PARTNERSHIP INVESTMENTS, CAPITAL GAIN AND LOSS DETAILS WERE PROVIDED TO YAWKEY FOUNDATION II AS NET INCOME (LOSS) TOTALS PER FORMS K-1. AS DETAILS RELATING TO GROSS SALES PRICE AND COST BASIS HAVE NOT BEEN PROVIDED TO YAWKEY FOUNDATION II, THE FOUNDATION HAS REPORTED INCOME FROM PARTNERSHIPS THAT HAVE GENERATED A NET CAPITAL GAIN IN COLUMN (E) AND HAVE REPORTED LOSSES FROM PARTNERSHIPS THAT HAVE GENERATED A NET CAPITAL LOSS IN COLUMN (G) ON FORM 990-PF, PART IV.

TY 2022 InvestmentsCorpBondsSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 33,891 33,891
ABBVIE INC 19,415 19,415
AEP TEXAS INC 22,723 22,723
AMAZON.COM INC 27,613 27,613
AMERICAN EXPRESS CREDIT ACCOUN 106,733 106,733
AMERICAN TOWER CORP 51,499 51,499
AMERICREDIT AUTOMOBILE RECEIVA 34,192 34,192
AMGEN INC 23,849 23,849
AMGEN INC 10,463 10,463
AMGEN INC 7,159 7,159
ANHEUSER BUSCH INBEV WOR 30,006 30,006
APPLE INC 17,375 17,375
ASTRAZENECA FINANCE LLC 11,690 11,690
BANK OF AMERICA CORP 95,330 95,330
BANK OF AMERICA CORP 88,101 88,101
BANK OF AMERICA CORP 29,692 29,692
BANK OF NY MELLON CORP 50,755 50,755
BAYLOR SCOTT + WHITE HOL 54,098 54,098
BENCHMARK MORTGAGE TRUST 44,843 44,843
BOEING CO 73,160 73,160
BOEING CO 63,580 63,580
BROADCOM INC 25,681 25,681
CANADIAN NATL RESOURCES 20,792 20,792
CANADIAN NATL RESOURCES 18,415 18,415
CANADIAN PACIFIC RAILWAY 21,901 21,901
CAPITAL ONE FINANCIAL CO 40,992 40,992
CAPITAL ONE MULTI ASSET EXECUT 124,614 124,614
CAPITAL ONE MULTI ASSET EXECUT 72,813 72,813
CARMAX AUTO OWNER TRUST 59,539 59,539
CARMAX AUTO OWNER TRUST 17,605 17,605
CARRIER GLOBAL CORP 31,268 31,268
CARVANA AUTO RECEIVABLES TRUST 50,728 50,728
CARVANA AUTO RECEIVABLES TRUST 44,063 44,063
CARVANA AUTO RECEIVABLES TRUST 39,362 39,362
CENOVUS ENERGY INC 28,798 28,798
CHARTER COMM OPT LLC/CAP 43,872 43,872
CIGNA GROUP/THE 24,356 24,356
CITIGROUP INC 91,285 91,285
CITIGROUP INC 30,022 30,022
CITIGROUP INC 29,844 29,844
CLEVELAND ELECTRIC ILLUM 26,895 26,895
CMS ENERGY CORP 27,426 27,426
CMS ENERGY CORP 14,292 14,292
CNH EQUIPMENT TRUST 4,345 4,345
COMCAST CORP 10,892 10,892
COMM MORTGAGE TRUST 109,149 109,149
COMMONWEALTH EDISON CO 12,034 12,034
CSX CORP 66,117 66,117
CSX CORP 32,707 32,707
CVS HEALTH CORP 58,925 58,925
CVS HEALTH CORP 2,741 2,741
DIAGEO CAPITAL PLC 47,860 47,860
DIGITAL REALTY TRUST LP 77,994 77,994
DISCOVERY COMMUNICATIONS 67,660 67,660
DTE ENERGY CO 54,364 54,364
DUKE ENERGY CORP 28,789 28,789
DUKE ENERGY PROGRESS LLC 8,418 8,418
ELEVANCE HEALTH INC 62,985 62,985
EMERA US FINANCE LP 35,881 35,881
ENBRIDGE INC 27,052 27,052
EVERSOURCE ENERGY 105,578 105,578
FEDEX CORP 17,036 17,036
FEDEX CORP 6,850 6,850
FIRST MARYLAND CAP I 45,126 45,126
FORD CREDIT AUTO LEASE TRUST 79,060 79,060
GOLDMAN SACHS GROUP INC 61,181 61,181
GS MORTGAGE SECURITIES TRUST 78,612 78,612
HARLEY DAVIDSON MOTORCYCLE TRU 29,707 29,707
HARLEY DAVIDSON MOTORCYCLE TRU 3,620 3,620
HCA INC 42,956 42,956
HOME DEPOT INC 14,557 14,557
HSBC HOLDINGS PLC 82,409 82,409
HYUNDAI AUTO RECEIVABLES TRUST 109,840 109,840
HYUNDAI AUTO RECEIVABLES TRUST 34,362 34,362
HYUNDAI AUTO RECEIVABLES TRUST 20,822 20,822
IR+M CORE BOND FUND II 13,496,286 13,496,286
IR+M LONG GOVERNMENT CREDIT FU 7,819,493 7,819,493
JERSEY CENTRAL PWR + LT 17,550 17,550
JOHN DEERE OWNER TRUST 28,271 28,271
JPMBB COMMERCIAL MORTGAGE SECU 108,301 108,301
JPMBB COMMERCIAL MORTGAGE SECU 71,827 71,827
JPMORGAN CHASE + CO 102,667 102,667
JPMORGAN CHASE + CO 57,283 57,283
JPMORGAN CHASE + CO 13,868 13,868
KIMBERLY CLARK CORP 45,003 45,003
KIMCO REALTY OP LLC 49,933 49,933
KINDER MORGAN ENER PART 13,753 13,753
KINDER MORGAN INC 21,371 21,371
KINDER MORGAN INC/DELAWA 17,356 17,356
KRAFT HEINZ FOODS CO 18,787 18,787
KROGER CO 4,626 4,626
L3HARRIS TECH INC 16,965 16,965
LOWE S COS INC 32,427 32,427
LOWE S COS INC 29,947 29,947
LOWE S COS INC 20,502 20,502
MERCEDES BENZ AUTO LEASE TRUST 3,221 3,221
METLIFE INC 8,608 8,608
MICROCHIP TECHNOLOGY INC 87,443 87,443
MICROSOFT CORP 56,980 56,980
MONDELEZ INTERNATIONAL 23,133 23,133
MORGAN STANLEY 72,065 72,065
MORGAN STANLEY 67,622 67,622
MORGAN STANLEY 18,821 18,821
MORGAN STANLEY BAML TRUST 148,297 148,297
MORGAN STANLEY BAML TRUST 92,938 92,938
MORGAN STANLEY CAPITAL I TRUST 142,691 142,691
MORGAN STANLEY CAPITAL I TRUST 93,987 93,987
MPLX LP 19,945 19,945
NEXTERA ENERGY CAPITAL 49,663 49,663
NISOURCE INC 64,954 64,954
NORFOLK SOUTHERN CORP 18,198 18,198
NORTHROP GRUMMAN CORP 21,602 21,602
NXP BV/NXP FDG/NXP USA 24,987 24,987
ORACLE CORP 19,163 19,163
PACIFIC GAS + ELECTRIC 48,269 48,269
PEPSICO INC 52,376 52,376
PLAINS ALL AMER PIPELINE 34,535 34,535
PNC FINANCIAL SERVICES 68,191 68,191
PRES + FELLOWS OF HARVAR 4,616 4,616
QUALCOMM INC 66,685 66,685
RTX CORP 34,186 34,186
RTX CORP 21,512 21,512
SAN DIEGO G + E 23,822 23,822
SMALL BUSINESS ADMINISTRATION 34,529 34,529
SMALL BUSINESS ADMINISTRATION 26,160 26,160
SMALL BUSINESS ADMINISTRATION 17,748 17,748
SMALL BUSINESS ADMINISTRATION 6,335 6,335
SMALL BUSINESS ADMINISTRATION 4,441 4,441
SOUTHERN CAL EDISON 102,773 102,773
SOUTHERN CO 43,385 43,385
SOUTHERN CO 9,242 9,242
STANFORD UNIVERSITY 27,736 27,736
T MOBILE USA INC 34,180 34,180
T MOBILE USA INC 26,740 26,740
TJX COS INC 39,083 39,083
UBS COMMERCIAL MORTGAGE TRUST 85,469 85,469
UNION PACIFIC CORP 18,311 18,311
UNITEDHEALTH GROUP INC 60,483 60,483
US BANCORP 34,804 34,804
VERIZON COMMUNICATIONS 78,983 78,983
VERIZON COMMUNICATIONS 45,313 45,313
VERIZON COMMUNICATIONS 20,439 20,439
VERIZON COMMUNICATIONS 9,647 9,647
VERIZON OWNER TRUST 15,975 15,975
VOYA FINANCIAL INC 51,295 51,295
VOYA FINANCIAL INC 23,726 23,726
WASTE CONNECTIONS INC 34,154 34,154
WEC ENERGY GROUP INC 32,246 32,246
WELLS FARGO + COMPANY 102,675 102,675
WELLS FARGO + COMPANY 60,775 60,775
WELLS FARGO + COMPANY 48,099 48,099
WELLTOWER OP LLC 105,715 105,715
WILLIAMS COMPANIES INC 30,210 30,210
WILLIAMS COMPANIES INC 8,952 8,952
WORLD OMNI AUTO RECEIVABLES TR 77,452 77,452
WORLD OMNI SELECT AUTO TRUST 7,248 7,248
XCEL ENERGY INC 17,985 17,985

TY 2022 InvestmentsCorpStockSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Name of Stock End of Year Book Value End of Year Fair Market Value
1607 CAPITAL INTL EQ FUND 23,898,789 23,898,789
VANGUARD GROWTH INDEX FUND 23,058,887 23,058,887
VANGUARD EMERGING MARKETS STOC 22,289,318 22,289,318
WILLIAM BLAIR SMALL CAP VALUE 19,794,974 19,794,974
INNER CIRCLE FD ARGA EMERG 18,746,986 18,746,986
VANGUARD DEVELOPED MARKETS IND 10,701,409 10,701,409
GREEN COURT GR CHINA LONG EQ F 9,249,331 9,249,331
BROWN CAP INTL SMALL CAP 8,821,926 8,821,926
AUBREY GEMS PARTNERS 8,757,510 8,757,510
HOOD RIVER SMALL CAP GROWTH FU 7,706,573 7,706,573
CONESTOGA SMALL CAP FUND 7,596,023 7,596,023
PARAMETRIC DEFENSIVE EQUITY FU 4,866,912 4,866,912
NEXTERA ENERGY INC 2,041,094 2,041,094
WHEATON PRECIOUS METALS CORP 1,916,874 1,916,874
DOLLAR GENERAL CORP 1,887,506 1,887,506
SHERWIN WILLIAMS CO/THE 1,859,480 1,859,480
DANAHER CORP 1,749,117 1,749,117
INTERCONTINENTAL EXCHANGE IN 1,711,714 1,711,714
MICROSOFT CORP 1,688,333 1,688,333
MCCORMICK + CO NON VTG SHRS 1,586,929 1,586,929
MOTOROLA SOLUTIONS INC 1,569,454 1,569,454
CLOROX COMPANY 1,568,889 1,568,889
JOHNSON + JOHNSON 1,287,249 1,287,249
ALPHABET INC CL A 1,274,482 1,274,482
AON PLC CLASS A 1,221,570 1,221,570
SALESFORCE INC 1,221,154 1,221,154
AMAZON.COM INC 1,214,220 1,214,220
VERTEX PHARMACEUTICALS INC 1,176,779 1,176,779
JPMORGAN CHASE + CO 1,117,858 1,117,858
JOHNSON + JOHNSON 1,075,799 1,075,799
UNION PACIFIC CORP 1,044,668 1,044,668
CHEVRON CORP 1,041,760 1,041,760
COGENT COMMUNICATIONS HOLDIN 1,024,871 1,024,871
PROCTER + GAMBLE CO/THE 1,002,721 1,002,721
KOSMOS ENERGY LTD 933,139 933,139
ABBVIE INC 928,611 928,611
MICROSOFT CORP 920,429 920,429
HOME DEPOT INC 919,468 919,468
CISCO SYSTEMS INC 905,208 905,208
MERCK + CO. INC. 899,472 899,472
BROADCOM INC 876,716 876,716
VERISIGN INC 842,304 842,304
BANK OF AMERICA CORP 824,787 824,787
CHEMED CORP 806,479 806,479
EXXON MOBIL CORP 805,631 805,631
NORTHROP GRUMMAN CORP 796,591 796,591
BERKSHIRE HATHAWAY INC CL B 772,250 772,250
COMCAST CORP CLASS A 770,949 770,949
PROLOGIS INC 759,237 759,237
UNITEDHEALTH GROUP INC 731,118 731,118
UNITED PARCEL SERVICE CL B 728,042 728,042
HONEYWELL INTERNATIONAL INC 718,762 718,762
SAIA INC 686,702 686,702
UNION PACIFIC CORP 666,558 666,558
MARSH + MCLENNAN COS 634,450 634,450
JACK HENRY + ASSOCIATES INC 630,260 630,260
KLA CORP 597,216 597,216
MCDONALD S CORP 593,733 593,733
EOG RESOURCES INC 592,554 592,554
NVIDIA CORP 581,637 581,637
INTL BUSINESS MACHINES CORP 576,240 576,240
COCA COLA CO/THE 574,716 574,716
BECTON DICKINSON AND CO 572,429 572,429
CHUBB LTD 555,471 555,471
ELEVANCE HEALTH INC 554,521 554,521
PHILIP MORRIS INTERNATIONAL 553,720 553,720
ANALOG DEVICES INC 530,473 530,473
TEXAS INSTRUMENTS INC 520,773 520,773
PNC FINANCIAL SERVICES GROUP 514,095 514,095
MEDTRONIC PLC 510,154 510,154
ENTEGRIS INC 507,995 507,995
US BANCORP 492,531 492,531
MONDELEZ INTERNATIONAL INC A 491,144 491,144
MONOLITHIC POWER SYSTEMS INC 477,374 477,374
LOCKHEED MARTIN CORP 477,247 477,247
WASTE MANAGEMENT INC 456,521 456,521
BLACKROCK INC 437,225 437,225
PEPSICO INC 435,933 435,933
MICROCHIP TECHNOLOGY INC 431,546 431,546
LAM RESEARCH CORP 430,808 430,808
THE CIGNA GROUP 426,103 426,103
LINDE PLC/OLD 413,922 413,922
PARKER HANNIFIN CORP 413,802 413,802
VALERO ENERGY CORP 413,310 413,310
CME GROUP INC 409,301 409,301
ABBOTT LABORATORIES 400,514 400,514
WELLS FARGO + CO 394,526 394,526
ACCENTURE PLC CL A 386,651 386,651
NEXTERA ENERGY INC 385,981 385,981
TRANE TECHNOLOGIES PLC 376,690 376,690
AUTOMATIC DATA PROCESSING 366,889 366,889
TARGET CORP 366,638 366,638
EATON CORP PLC 360,200 360,200
DEERE + CO 360,158 360,158
CONOCOPHILLIPS 352,702 352,702
CUMMINS INC 350,109 350,109
NORTHERN TRUST CORP 325,909 325,909
VERIZON COMMUNICATIONS INC 324,617 324,617
AMERICAN ELECTRIC POWER 319,602 319,602
BRISTOL MYERS SQUIBB CO 308,666 308,666
ELI LILLY + CO 301,452 301,452
ENTERGY CORP 285,075 285,075
MORGAN STANLEY 283,032 283,032
WALMART INC 283,013 283,013
PPG INDUSTRIES INC 281,029 281,029
WEC ENERGY GROUP INC 264,122 264,122
AMEREN CORPORATION 261,692 261,692
XCEL ENERGY INC 239,566 239,566
AVERY DENNISON CORP 236,567 236,567
EVERSOURCE ENERGY 225,949 225,949
LUMINAR TECHNOLOGIES INC 216,860 216,860
CROWN CASTLE INC 204,681 204,681
CMS ENERGY CORP 195,056 195,056
ELECTRONIC ARTS INC 187,180 187,180
AVALONBAY COMMUNITIES INC 183,002 183,002
NIKE INC CL B 168,728 168,728
BOOZ ALLEN HAMILTON HOLDINGS 163,992 163,992
DTE ENERGY COMPANY 155,140 155,140
BLACKSTONE INC 114,995 114,995
PACKAGING CORP OF AMERICA 112,561 112,561

TY 2022 InvestmentsGovtObligationsSch
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
US Government Securities - End of Year Book Value:

7,471,781
US Government Securities - End of Year Fair Market Value:

7,471,781
State & Local Government Securities - End of Year Book Value:


316,919
State & Local Government Securities - End of Year Fair Market Value:


316,919


TY 2022 InvestmentsOtherSchedule2
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANOMALY CAPITAL INT LP FMV 8,858,974 8,858,974
CENTERBRIDGE 1178 FMV 17,558 17,558
CENTERBRIDGE 1178 S 13 FMV 1,240 1,240
CENTERBRIDGE 1178 S 14 FMV 8,798 8,798
CENTERBRIDGE 1178 S 16 FMV 1,283 1,283
CENTERBRIDGE 1178 S 19 FMV 1,907 1,907
CENTERBRIDGE 1178 S 21 FMV 20,524 20,524
CENTERBRIDGE 1178 S 22 FMV 225 225
CENTERBRIDGE 1178 S 23 FMV 1,249 1,249
CENTERBRIDGE 1178 S 24 FMV 1,984 1,984
CENTERBRIDGE 1178 S 28 FMV 7,444 7,444
CENTERBRIDGE 1178 S 29 FMV 21,162 21,162
CENTERBRIDGE 1178 S 31 FMV 31,833 31,833
CENTERBRIDGE 1178 S 32 FMV 2,267 2,267
CENTERBRIDGE 1178 S 34 FMV 666 666
CENTERBRIDGE 1178 S 35 FMV 1,676 1,676
CENTERBRIDGE 1178 S 36 FMV 2,212 2,212
CENTERBRIDGE 1178 S 39 LIMIT FMV 257 257
CETERBRIDGE FMV 22,669 22,669
CHATHAM ASSET H.Y OFFSHORE FMV 15,121,058 15,121,058
DAVIDSON KEMPNER INTERNATIONAL FMV 12,968,752 12,968,752
ELLIOTT INTERNATIONAL LIMITED FMV 13,902,805 13,902,805
LAURION CAPITAL LTD FMV 11,204,751 11,204,751
MIG OFFSHORE FUND LTD CLASS B FMV 6,326,106 6,326,106
MW EUREKA FUND CLASS A2 USD SH FMV 10,070,658 10,070,658
RA CAPITAL HEALTHCARE FMV 7,265,698 7,265,698
VALINOR CAP CL1B JULY2013 FMV 397,898 397,898
VALINOR CAP PART OFF 1B JAN 20 FMV 140,434 140,434
APOLLO NAT RES PARTS III FMV 3,845,086 3,845,086
APOLLO NATURAL RESOURCES II LP FMV 1,773,599 1,773,599
AQUILINE FINANCIAL SERVICES FD FMV 1,721,201 1,721,201
AQUILINE FS FUND II FMV 4,251,175 4,251,175
BERKSHIRE VALUE FUND V FMV 3,526,148 3,526,148
CENTERBRIDGE SP CR PN III FLEX FMV 5,670,855 5,670,855
CENTERBRIDGE SP CR PN IV FMV 1,293,586 1,293,586
CENTERBRIDGE SPEC CR III FMV 753,068 753,068
EQUITY RESORCE FD B 2022 FMV 2,369,648 2,369,648
EQUITY RESOURCE FUND 2013, LP FMV 777,636 777,636
EQUITY RESOURCE FUND 2017 FMV 3,144,543 3,144,543
EQUITY RESOURCE FUND 2020 FMV 4,480,578 4,480,578
EQUITY RESOURCE PARTNERS 2018 FMV 4,406,593 4,406,593
HIGHBROOK INCOME PROPERTY FUN FMV 210,926 210,926
HIGHLAND CONSUMER FUND I B FMV 350,273 350,273
MONOGRAM CAPITAL PARTNERS II FMV 3,616,815 3,616,815
PEAK ROCK CAP CREDIT FD IIA FMV 544,904 544,904
PEAK ROCK CAP FD III A FMV 3,886,615 3,886,615
PEAK ROCK CAPITAL FUND II LP FMV 1,454,142 1,454,142
PEAK ROCK REAL ESTATE FUND I FMV 1,104,600 1,104,600
SPARK CAPITAL VII FMV 592,727 592,727
SPARK CPITAL GRWTH FD IV FMV 570,463 570,463
THOMPSON STREET CAP FMV 1,786,881 1,786,881
ENERGY CAPITAL INVESTORS FUND FMV 65,215 65,215
NATURAL GAS PARTNERS IX FMV 20,657 20,657

TY 2022 LegalFeesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MCLANE MIDDLETON PROFESSIONAL ASSOCIATION 10,502 4,264 0 6,238


TY 2022 OtherAssetsSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORK 8,500 8,500 8,500
OTHER ASSETS 23,944 17,728 17,728
DEPOSITS 17,599 19,180 19,180


TY 2022 OtherDecreasesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Description Amount
CHANGE IN INVESTMENT VALUE 71,652,314


TY 2022 OtherExpensesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MAINTENANCE AGREEMENTS 67,708 13,802 0 53,906
D & O INSURANCE 26,000 10,556 0 15,444
OFFICE & GENERAL SUPPLIES 4,416 1,793 0 2,623
OTHER MISCELLANEOUS EXPENSES 10,133 4,093 0 5,990
MEMBERSHIP DUES 6,093 2,474 0 3,619
EQUIPMENT RENTAL 4,389 1,782 0 2,607
POSTAGE AND SHIPPING 3,477 1,412 0 2,065
TELEPHONE 4,835 1,963 0 2,872
BANK FEES 3,508 1,424 0 2,084
PUBLICATIONS & SUBSCRIPTIONS 3,296 1,338 0 1,958
EQUIPMENT & FURNITURE MAINTENANCE AND REPAIRS 1,003 407 0 596
PROFESSIONAL DEVELOPMENT & TRAINING 3,538 1,436 0 2,102
FILING FEES 1,298 527 0 771


TY 2022 OtherIncomeSchedule2
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP K-1S - OTHER INCOME   144,721 0
PFIC DISTRIBUTION - INCOME   69,524 0
MISCELLANEOUS OTHER INCOME 1,675 1,675 0
SECURITY LITIGATION INCOME 17,040 17,040 0


TY 2022 OtherProfessionalFeesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
VAUGHAN NELSON INV MGMT 614,556 614,556 0 0
TERAKEET, LLC 492,002 199,753 0 292,249
FIDUCIENT ADVISORS LLC 252,415 252,415 0 0
COLUMBIA THREADNEEDLE 175,437 175,437 0 0
STATE STREET INVESTMENTS ADVISORS 143,679 143,679 0 0
HIGHCLERE INT'L INV 119,630 119,630 0 0
1607 CAPITAL PARTNERS 61,103 61,103 0 0
INCOME RESEARCH & MGMT 58,210 58,210 0 0
ALGER SMALL CAP FOCUS 53,450 53,450 0 0
METROCREATE STUDIOS LLC 34,289 13,921 0 20,368
BDO 21,545 8,747 0 12,798
ACTUARY 10,727 4,355 0 6,372
THE BOWDRE GROUP 5,000 0 0 5,000
COGHLIN NETWORK SERVICES INC 4,366 1,773 0 2,593
ADP INC 2,490 1,011 0 1,479
CENTERBRIDGE CREDIT PARTNERS OFFSHORE 1,434 1,434 0 0
DATASYS ACCOUNTING IT CONSULTING 1,217 494 0 723
HRC CONCEPTS 874 355 0 519
JOY BABALOLA CONSULTING 850 0 0 850
RISK ASSESSMENT SERVICES 27 11 0 16


TY 2022 TaxesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FED EXCISE TAXES PAID 206,722 0 0 0
FOREIGN TAXES PAID/WITHHELD 105,071 105,071 0 0