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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$448,413,557J 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 292,920 292,920  
4 Dividends and interest from securities... 4,843,249 4,843,249  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,299,885
b Gross sales price for all assets on line 6a 119,522,382
7 Capital gain net income (from Part IV, line 2)... 1,790,432
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
145,149 2,863,570 0
12 Total. Add lines 1 through 11........ 8,581,203 9,790,171 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,827,841 585,374 0 1,242,467
14 Other employee salaries and wages...... 414,844 154,570 0 260,274
15 Pension plans, employee benefits....... 951,550 354,548 0 597,002
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,876 1,072 0 1,804
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
197,890 63,789 0 107,411
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,367,316 831,560 0 535,756
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
163,586 86,566 0 0
19 Depreciation (attach schedule) and depletion... 4,592 1,711 0
20 Occupancy.............. 166,648 62,093 0 104,555
21 Travel, conferences, and meetings....... 36,465 10,769 0 25,696
22 Printing and publications.......... 3,656 1,362 0 2,294
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
145,008 41,803 0 101,512
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,282,272 2,195,217 0 2,978,771
25 Contributions, gifts, grants paid....... 18,990,047 18,990,047
26 Total expenses and disbursements. Add lines 24 and 25 24,272,319 2,195,217 0 21,968,818
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,691,116
b Net investment income (if negative, enter -0-) 7,594,954
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 444,605 704,696 704,696
2 Savings and temporary cash investments......... 7,088,444 4,729,725 4,729,725
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) 7,788,700 Click to see attachment
List of Attached Documents:
// Content
15,014,852 		15,014,852
b Investments—corporate stock (attach schedule)....... 238,614,360 Click to see attachment
List of Attached Documents:
// Content
252,437,024 		252,437,024
c Investments—corporate bonds (attach schedule)....... 27,937,393 Click to see attachment
List of Attached Documents:
// Content
28,631,082 		28,631,082
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).......... 138,620,022 Click to see attachment
List of Attached Documents:
// Content
146,858,776 		146,858,776
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
45,408 		Click to see attachment
List of Attached Documents:
// Content
37,402 		Click to see attachment
List of Attached Documents:
// Content
37,402
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 420,538,932 448,413,557 448,413,557
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........... 420,538,932 448,413,557
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)..... 420,538,932 448,413,557
30 Total liabilities and net assets/fund balances (see instructions). 420,538,932 448,413,557
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
420,538,932
2
Enter amount from Part I, line 27a .....................
2
-15,691,116
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
43,565,741
4
Add lines 1, 2, and 3 ..........................
4
448,413,557
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
448,413,557
Form 990-PF (2023)
Form 990-PF (2023)
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 2014-08-31  
b AFSF II AIV-A, L.P. P    
c AFSF II AIV-D ROCKET LP P    
d ANRP II (AIV L-TKK), L.P. P    
e ANRP II 892/TE (AIV-A), L.P. P    
ANRP II TE (CONDUIT AIV III-R), L.P P    
ANRP II TE (CONDUIT AIV PA-L C), L.P. P    
ANRP III (892/TE AIV), L.P. P    
ANRP III (DEBT AIV II), L.P. P    
ANRP III (DEBT AIV), L.P. P    
APOLLO NATURAL RESOURCES PARTNERS II, L.P. P    
AUBREY GEMS PARTNERS, LP P    
BROWN CAPITAL INTERNATIONAL SMALL CO P 2022-12-30 2023-09-22
CENTERBRIDGE CREDIT PARTNERS OFFSHORE P    
CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV III, L.P. P    
CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV IV (CAYMAN), L.P. P    
CENTERBRIDGE SPECIAL CREDIT PARTNERS III, L.P. P 2020-03-23  
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX AIV I, L.P. P    
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX AIV III, L.P. P    
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX, L.P. P    
CHATHAM ASSET HIGH YIELD OFFSHORE P 2021-01-04 2023-07-28
CSCP IV CAPSOL AIV - B, L.P. P    
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS P    
ENERGY CAPITAL PARTNERS II B P 2018-05-16  
EQUITY RESOURCE FUND 2013, L.P. P 2016-08-30  
EQUITY RESOURCE FUND 2017 HOLDINGS LLC SERIES 3 P    
EQUITY RESOURCE FUND 2018, LLC P    
EQUITY RESOURCE FUND 2020, LLC P    
FOREIGN CURRENCY LOSS P    
HIGHBROOK INCOME PROPERTY FUND P    
HIGHLAND CONSUMER FUND I-B, L.P. P    
IR&M CORE BOND FUND II LLC P 2015-07-01  
IR&M LONG GOVERNMENT/CREDIT FUND LLC P 2022-11-23  
MIG OFFSHORE FUND LTD CLASS B P 2020-11-27 2023-01-31
PARAMETRIC DEFENSIVE EQUITY FUND LLC P 2019-12-27  
PEAK ROCK CAPITAL CREDIT FUND II-A LP P    
PEAK ROCK CAPITAL FUND II-A LP P 2021-02-01 2023-11-17
PUBLICLY TRADED SECURITIES      
SPARK CAPITAL VII, L.P. P    
VALINOR CAPITAL OFFSHORE, LTD. P   2023-01-02
WILLIAM BLAIR SMALL CAP VALUE P 2021-11-10 2023-12-18
(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 12,404     12,404
b 4,402     4,402
c 314     314
d 1     1
e 151,328     151,328
    19,254 -19,254
    33,486 -33,486
    35,446 -35,446
    1,730 -1,730
981     981
29,371     29,371
    1,960,839 -1,960,839
9,145,073   10,000,000 -854,927
41,448   29,788 11,660
    50 -50
    5,414 -5,414
83,816     83,816
5,465     5,465
57,156     57,156
137,803     137,803
14,169,055   8,203,438 5,965,617
    10 -10
    80,786 -80,786
76     76
351,872     351,872
300,887     300,887
309,920     309,920
122,665     122,665
36     36
    270 -270
5,446     5,446
    512,611 -512,611
    780,280 -780,280
6,326,105   8,000,000 -1,673,895
169,315     169,315
25,329     25,329
7,669     7,669
77,738,442   76,806,151 932,291
56     56
10,790   6,297 4,493
6,000,000   6,940,943 -940,943
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       12,404
b       4,402
c       314
d       1
e       151,328
      -19,254
      -33,486
      -35,446
      -1,730
      981
      29,371
      -1,960,839
      -854,927
      11,660
      -50
      -5,414
      83,816
      5,465
      57,156
      137,803
      5,965,617
      -10
      -80,786
      76
      351,872
      300,887
      309,920
      122,665
      36
      -270
      5,446
      -512,611
      -780,280
      -1,673,895
      169,315
      25,329
      7,669
      932,291
      56
      4,493
      -940,943
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 1,790,432
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
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) 1 105,570
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........................... 3 105,570
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- ..... 5 105,570
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 196,307
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.............. 7 196,307
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 90,737
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow40,737 Refundedright arrow 11 50,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
8.00 		104,000 9,117 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
CHARLES CLOUGH JR TRUSTEE
2.00 		35,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
DEBRA MCNULTY TRUSTEE
3.00 		44,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
GEORGE R NEBLE TRUSTEE
5.00 		66,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JAMES P HEALEY TRUSTEE
4.00 		59,000 18,235 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JUDITH WALDEN SCARAFILE TRUSTEE
4.00 		56,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JUSTIN P MORREALE TRUSTEE
5.00 		70,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
MYECHIA MINTER-JORDAN TRUSTEE
3.00 		46,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
REV DR RAY HAMMOND TRUSTEE
4.00 		58,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
VANESSA CALDERON-ROSADO TRUSTEE
2.00 		42,000 0 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
WILLIAM B GUTFARB TRUSTEE
3.00 		47,000 19,779 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
MAUREEN H BLEDAY TRUSTEE / CHIEF EXECUTIVE OFFICER
40.00 		396,196 172,756 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JOHN M REDMOND COO / CFO / TREASURER
40.00 		273,661 133,986 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
JOHN A DESISTO CHIEF INVESTMENT OFFICER
40.00 		273,661 147,089 0
990 WASHINGTON STREET - SUITE 315
DEDHAM,MA02026
ALICIA K VERITY CPO / CCO / BOARD SECRETARY
40.00 		257,323 146,848 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
KAREN GREENE DIRECTOR OF GRANTS A
33.00 		116,817 78,753 0
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
HIRUT M GEWE CONTROLLER
33.00 		118,941 70,799 0
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
EILEEN M KENNEDY OFFICE MANAGER
33.00 		48,688 37,943 0
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
MARYBETH CONNOLLY INVESTMENT ANALYST
33.00 		72,051 0 0
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
NICHOLAS CHAN DATABASE & TECHNOLOG
33.00 		47,426 19,236 0
990 WASHINGTON STREET SUITE 315
DEDHAM,MA02026
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
TERAKEET LLC STRATEGIC COMMUNICATIONS 333,602
333 WEST WASHINGTON ST SUITE 500
SYRACUSE,NY13202
FIDUCIENT ADVISORS LLC INVESTMENT ADVISOR 241,347
500 WEST MADISON STREET SUITE 1700
CHICAGO,IL60661
ERNST & YOUNG LLP AUDIT AND TAX SERVICES 197,890
200 CLARENDON STREET
BOSTON,MA021165072
COLUMBIA THREADNEEDLE INVESTMENTS PORTFOLIO MGR SVCS 164,037
290 CONGRESS STREET
BOSTON,MA02210
VAUGHAN NELSON PORTFOLIO MGR SVCS 156,225
600 TRAVIS STREET SUITE 3800
HOUSTON,TX770023071
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 (2023)
Form 990-PF (2023)
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
299,322,981
b
Average of monthly cash balances.......................
1b
335,306
c
Fair market value of all other assets (see instructions)................
1c
134,491,582
d
Total (add lines 1a, b, and c).........................
1d
434,149,869
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
434,149,869
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,512,248
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
427,637,621
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
21,381,881
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
21,381,881
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
105,570
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
105,570
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
21,276,311
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
21,276,311
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
21,276,311
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
21,968,818
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
21,968,818
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 21,276,311
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 237,935
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 21,968,818
a Applied to 2022, but not more than line 2a 237,935
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 2023 distributable amount..... 21,276,311
e Remaining amount distributed out of corpus 454,572
5 Excess distributions carryover applied to 2023. 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 5 454,572
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		454,572
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 454,572
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A SPORTING CHANCE INC

24 ADRIA WAY
WEYMOUTH,MA02190 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 20,000

ADAPTIVE SPORTS NEW ENGLAND INC

89 SOUTH ST SUITE 603
BOSTON,MA02111 		NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 10,000

AGGANIS FOUNDATION INC

85 EXCHANGE ST SUITE 218
LYNN,MA01901 		NONE PC SCHOLARSHIP PROGRAM 15,000

AIKEN HORSE PARK FOUNDATION

931 POWDERHOUSE ROAD
AIKEN,SC29803 		NONE POF SUPPORT OF EQUESTRIAN PROGRAM 15,000

AIKEN LAND CONSERVANCY

PO BOX 3096
AIKEN,SC29802 		NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 20,000

ALL DORCHESTER SPORTS & LEADERSHIP INC

1565 DORCHESTER AVENUE
DORCHESTER,MA02122 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 20,000

AMAZING GRACE OF CAPE COD INC

PO BOX 636
CENTERVILLE,MA02632 		NONE PC RECREATION & ENRICHMENT CAMP OPPORTUNITIES FOR UNDERSERVED YOUTH 15,000

AMERICAN CANCER SOCIETY INC

PO BOX 1120
FRAMINGHAM,MA01701 		NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 25,000

ARTISTS FOR HUMANITY INC

100 WEST SECOND STREET
BOSTON,MA02127 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

BETHANY HEALTH CARE CENTER

97 BETHANY ROAD
FRAMINGHAM,MA017027237 		NONE PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 25,000

BETHEL INSTITUTE FOR SOCIAL JUSTICE

40 WALK HILL ST
JAMAICA PLAIN,MA02130 		NONE SO I EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000

BMA TENPOINT INC

2010 COLUMBUS AVENUE
ROXBURY,MA02119 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000

BOSTON CHILDREN'S CHORUS INC

20 OLD COLONY AVENUE 2ND FLOOR
BOSTON,MA02127 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 15,000

BOSTON CHILDREN'S MUSEUM

308 CONGRESS ST
BOSTON,MA02210 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 150,000

BOSTON COMMUNITY PEDIATRICS

527 ALBANY STREET SUITE 200
BOSTON,MA02118 		NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000

BOSTON DEBATE LEAGUE

1542 TREMONT ST
BOSTON,MA02120 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

BOSTON FOUNDATION INC

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		NONE PC YAWKEY SCHOLARS PROGRAM 856,797

BOSTON FOUNDATION INC

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		NONE PC NEW COMMONWEALTH FUND: HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 35,000

BOSTON FOUNDATION INC

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		NONE PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 200,000

BOSTON FOUNDATION INC

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		NONE PC SUPPORT FOR KING BOSTON: THE EMBRACE MONUMENT 250,000

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC

780 ALBANY ST
BOSTON,MA02118 		NONE PC HEALTH CARE ACCESS FOR HOMELESS INDIVIDUALS 150,000

BOSTON LANDMARKS ORCHESTRA INC

PO BOX 441160
SOMERVILLE,MA02144 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

BOSTON MEDICAL CENTER CORPORATION SPONSORED PROGRAMS

660 HARRISON GAMBRO 211
BOSTON,MA021182908 		NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 750,000

BOSTON PARK LEAGUE INC

27 DONEGAL WAY
MANSFIELD,MA02048 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 25,000

BOSTON PARK LEAGUE INC

27 DONEGAL WAY
MANSFIELD,MA02048 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 10,000

BOSTON SLAMMERS GIRLS BASEBALL INC

28 ELDRIDGE RD
JAMAICA PLAIN,MA02130 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 10,000

BOSTON SYMPHONY ORCHESTRA INC

301 MASSACHUSETTS AVENUE
BOSTON,MA02115 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 10,000

BOTTOM LINE INC

500 AMORY STREET
JAMAICA PLAIN,MA02130 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 37,500

BOY SCOUTS OF AMERICA

83 CEDAR ST
MILFORD,MA01757 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 15,000

BOYS AND GIRLS CLUBS OF BOSTON INC

200 HIGH STREET 3RD FLOOR
BOSTON,MA02110 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

BOYS AND GIRLS CLUBS OF DORCHESTER INC

1135 DORCHESTER AVE
DORCHESTER,MA02125 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000

BREAKTIME CAFE INC

170 PORTLAND ST
BOSTON,MA02114 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 25,000

BRIDGE OVER TROUBLED WATERS INC

47 WEST STREET
BOSTON,MA021111219 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 225,000

BRIDGE OVER TROUBLED WATERS INC

47 WEST STREET
BOSTON,MA021111219 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 35,000

BROCKTON HOSPITAL INC

680 CENTRE STREET
BROCKTON,MA02302 		NONE PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 50,000

BROCKTON NEIGHBORHOOD HEALTH CENTER INC

63 MAIN ST
BROCKTON,MA02301 		NONE PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 50,000

BROCKTON YOUTH BASEBALL

PO BOX 3482
BROCKTON,MA02304 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 10,000

CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC

465 SCHOOL STREET
LOWELL,MA01851 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 25,000

CAPE COD BASEBALL LEAGUE INC

59 DOVETAIL LANE
COTUIT,MA02635 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 40,000

CAPE COD BASEBALL LEAGUE INC

59 DOVETAIL LANE
COTUIT,MA02635 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 10,000

CAPE COD COUNCIL OF CHURCHES INC

320 MAIN STREET
HYANNIS,MA026014003 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

CAPE COD TIMES NEEDY FUND INC

PO BOX 36
HYANNIS,MA02601 		NONE PC CAPITAL PROJECT FOR SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 10,000

CARITAS COMMUNITIES INC

25 BRAINTREE HILL PARK SUITE 206
BRAINTREE,MA02184 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 40,000

CASA ESPERANZA INC

302 EUSTIS STREET
ROXBURY,MA02119 		NONE PC CAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDALS AND FAMILIES 50,000

CASA MYRNA VASQUEZ INC

451 BLUE HILL AVENUE
BOSTON,MA02121 		NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 25,000

CATHEDRAL HIGH SCHOOL INC

74 UNION PARK STREET
BOSTON,MA02118 		NONE PC SUPPORT FOR SCHOOL FACILITY RENOVATIONS 100,000

CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC

275 WEST BROADWAY
BOSTON,MA02127 		NONE PC BASIC NEEDS CAPACITY BUILDING IN LYNN AND BROCKTON 175,000

CATHOLIC SCHOOLS FOUNDATION INC

67 BATTERYMARCH STREET
BOSTON,MA02110 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

CATHOLIC SOCIAL SERVICES OF FALL RIVER INC

1600 BAY STREET
FALL RIVER,MA02724 		NONE PC CAPITAL PURCHASE (VAN) FOR HUNGER RELIEF AND FOOD ACCESS 25,000

CELEBRITY SERIES OF BOSTON

20 PARK PLAZA SUITE 1032
BOSTON,MA02116 		NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

CHILDRENS PLACE INC

310 BARNWELL AVENUE NE
AIKEN,SC29801 		NONE PC CAPITAL PROJECT: NEW BUILDING TO EXPAND PROGRAMS AND MISSION DELIVERY 25,000

CLERGY HEALTH AND RETIREMENT TRUST

66 BROOKS DRIVE
BRAINTREE,MA02184 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES 25,000

COALITION FOR A BETTER ACRE

517 MOODY STREET 3RD FLOOR
LOWELL,MA01854 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 20,000

COMMUNITY ACTION COMMITTEE OF CAPE COD & ISLANDS INC

372 NORTH ST
HYANNIS,MA02601 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 10,000

COUNCIL ON FOUNDATIONS INC

1255 23RD ST NW SUITE 200
WASHINGTON,DC200371152 		NONE PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 19,000

CROSSROADS FOR KIDS INC

119 MYRTLE STREET
DUXBURY,MA02332 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 10,000

DANIELS TABLE INC

10 PEARL STREET
FRAMINGHAM,MA01702 		NONE PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 15,000

DIMOCK COMMUNITY HEALTH CENTER INC

55 DIMOCK STREET
ROXBURY,MA02119 		NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 1,500,000

DIMOCK COMMUNITY HEALTH CENTER INC

55 DIMOCK STREET
ROXBURY,MA02119 		NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 50,000

DISCOVERY MUSEUMS INC

177 MAIN ST
ACTON,MA01720 		NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

DOVE INC

PO BOX 690267
QUINCY,MA02269 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 25,000

EASTER SEALS MASSACHUSETTS INC

18 CHESTNUT STREET SUITE 200
WORCESTER,MA016081556 		NONE PC CAPITAL PROJECT TO ENHANCE OPPORTUNITY FOR PEOPLE WITH DISABILITIES 250,000

ECKHART TOLLE FOUNDATION

413 SOUTH ARTHUR AVENUE
LOUISVILLE,CO80027 		NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 10,000

ELEVATED THOUGHT FOUNDATION INC

15 UNION ST SUITE 120
LAWRENCE,MA01840 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

EMERSON HOSPITAL

133 OLD ROAD TO NINE ACRE CORNER
CONCORD,MA017420000 		NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 35,000

EMMANUEL GOSPEL CENTER INC

44 MOULTRIE STREET
DORCHESTER,MA02124 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 10,000

EMMANUEL GOSPEL CENTER INC

44 MOULTRIE STREET
DORCHESTER,MA02124 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 15,000

EMPOWERED AND DEDICATED TO EDIFY THE NATION INC

717 SOUTH STREET
BOSTON,MA02131 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 50,000

FAMILYAID BOSTON INC

3815 WASHINGTON STREET
BOSTON,MA02130 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 75,000

FOUNDATION TO ADVANCE CATHOLIC EDUCATION

450 HIGHLAND AVENUE
FALL RIVER,MA02720 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

FREEDOM HOUSE INC

5 CRAWFORD STREET
DORCHESTER,MA02121 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

FRIENDS OF ACADIA

PO BOX 45
BAR HARBOR,ME04609 		NONE PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 17,000

FRIENDS OF CARITAS CUBANA CORPORATION

81 WASHINGTON AVENUE
CAMBRIDGE,MA02140 		NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

FRIENDS OF THE ANIMAL SHELTER INC

PO BOX 2207
AIKEN,SC29802 		NONE PC SUPPORT OF ANIMAL SHELTER MISSION 25,000

FULLER CRAFT MUSEUM

455 OAK STREET
BROCKTON,MA02301 		NONE PC CAPITAL IMPROVEMENTS PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 70,000

FUND FOR CATHOLIC SCHOOLS INC

66 BROOKS DRIVE
BRAINTREE,MA02184 		NONE PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 100,000

GENERATION EXCEL YOUTH DEVELOPMENT PROGRAM INC (BETHEL INSTITUTE FOR COMMU

40 WALK HILL STREET
JAMAICA PLAIN,MA02130 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000

GOOD SPORTS INC

1515 WASHINGTON STREET SUITE 300
BRAINTREE,MA02184 		NONE PC BASEBALL & SOFTBALL EQUIPMENT FOR UNDERSERVED COMMUNITIES 30,000

GREATER BOSTON INTERFAITH ORGANIZATION

PO BOX 190892
ROXBURY,MA021190018 		NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 10,000

GREATER LAWRENCE FAMILY HEALTH CENTER INC

1 GRIFFIN BROOK DR SUITE 209
METHUEN,MA01844 		NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 100,000

HALEY HOUSE INC

23 DARTMOUTH STREET
BOSTON,MA02116 		NONE PC HUNGER RELIEF & FOOD ACCESS 50,000

HEROES IN TRANSITION INC

22 BATES ROAD SUITE 135
MASHPEE,MA026493280 		NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 20,000

HOPEWELL

3 ALLIED DR STE 308
DEDHAM,MA02026 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED YOUTH 85,000

HOUSE OF POSSIBILITIES INC

350 WASHINGTON STREET
EASTON,MA023561202 		NONE PC STRATEGIC INVESTMENT FOR EXPANSION OF EASTON FACILITY 555,000

HYANNIS ATHLETIC ASSOCIATION INC

PO BOX 832
HYANNIS,MA02672 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 13,000

HYDE SQUARE TASK FORCE

PO BOX 301871
JAMAICA PLAIN,MA02130 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 15,000

IMMIGRANT LEARNING CENTER INC

442 MAIN STREET
MALDEN,MA02148 		NONE PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 50,000

INQUILINOS BORICUAS EN ACCION INC

2 SAN JUAN STREET
BOSTON,MA02118 		NONE PC CAPITAL PROJECT: NEW BUILDING TO EXPAND PROGRAMS AND MISSION DELIVERY 750,000

INTERFAITH SOCIAL SERVICES INC

105 ADAMS ST
QUINCY,MA02169 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 50,000

ISABELLA STEWART GARDNER MUSEUM INC

25 EVANS WAY
BOSTON,MA02115 		NONE PC ACCESS & OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

ISABELLA STEWART GARDNER MUSEUM INC

25 EVANS WAY
BOSTON,MA02115 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 15,000

ISABELLA STEWART GARDNER MUSEUM INC

25 EVANS WAY
BOSTON,MA02115 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 10,000

JACKIE ROBINSON FOUNDATION INC

75 VARICK STREET 2ND FLOOR
NEW YORK,NY10013 		NONE PC SCHOLARSHIP PROGRAM 10,000

JEWISH COMMUNITY CENTER OF GREATER BOSTON INC

333 NAHANTON STREET
NEWTON,MA02459 		NONE PC INCLUSIVE CAMP FOR YOUTH WITH DISABILITIES 25,000

JUSTICE RESOURCE INSTITUTE INC

209 COLUMBUS AVENUE SUITE 301
BOSTON,MA02116 		NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS AND YOUTH 25,000

KRIPALU CENTER FOR YOGA & HEALTH INC

57 INTERLAKEN ROAD
STOCKBRIDGE,MA01262 		NONE PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 25,000

LA ALIANZA HISPANA INC

1000 MASSACHUSETTS AVENUE SUITE 101
BOSTON,MA021182606 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

LA COLABORATIVA

318 BROADWAY
CHELSEA,MA02150 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 100,000

LAWRENCE BOYS CLUB & GIRLS CLUB INC

136 WATER ST
LAWRENCE,MA01841 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

LAWRENCE CATHOLIC ACADEMY OF LAWRENCE MASSACHUSETTS INC

118 SOUTH BROADWAY
LAWRENCE,MA018431427 		NONE PC CAPITAL PROJECT: NEW BUILDINGS FOR SCHOOL AND RECREATION/ATHLETICS 500,000

LOUISA MAY ALCOTTS ORCHARD HOUSE INC

399 LEXINGTON RD
CONCORD,MA017423712 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 30,000

MARGARITA MUNIZ ACADEMY FOUNDATION INC

20 CHILD STREET
JAMAICA PLAIN,MA021303223 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000

MARGARITA MUNIZ ACADEMY FOUNDATION INC

20 CHILD STREET
JAMAICA PLAIN,MA021303223 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 10,000

MASS GENERAL BRIGHAM INCORPORATED

2014 WASHINGTON STREET
NEWTON,MA02462 		NONE PC CAPITAL SUPPORT FOR NEW BEHAVIORAL AND MENTAL HEALTH FACILITY 100,000

MASS MENTORING PARTNERSHIP INC

75 KNEELAND STREET 11TH FLOOR
BOSTON,MA02111 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

MASS MENTORING PARTNERSHIP INC

75 KNEELAND STREET 11TH FLOOR
BOSTON,MA02111 		NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH 100,000

MASSACHUSETTS AMATEUR SPORTS

55 SIXTH RD
WOBURN,MA01801 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 40,000

MASSACHUSETTS FOUNDATION FOR HUMANITIES & PUBLIC POLICY INC

66 BRIDGE STREET
NORTHAMPTON,MA01060 		NONE PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000

MERRIMACK REPERTORY THEATRE

132 WARREN STREET
LOWELL,MA01852 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

MISSION OF DEEDS INC

6 CHAPIN AVE
READING,MA01867 		NONE PC BASIC NEEDS (BEDS, FURNISHINGS) FOR FORMERLY HOMELESS INDIVIDUALS AND FAMILIES 25,000

MORE THAN WORDS INC

56 FELTON STREET
WALTHAM,MA02453 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000

MOTHERS FOR JUSTICE & EQUALITY

2201 WASHINGTON STREET SUITE 307
ROXBURY,MA02119 		NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

MY BROTHERS KEEPER INC

PO BOX 338
EASTON,MA02356 		NONE PC EXPANSION AND RENOVATION OF EASTON FACILITY 250,000

MY BROTHERS KEEPER INC

PO BOX 338
EASTON,MA02356 		NONE PC EXPANSION AND RENOVATION OF EASTON FACILITY 100,000

MY BROTHERS KEEPER INC

PO BOX 338
EASTON,MA02356 		NONE PC EXPANSION AND RENOVATION OF EASTON FACILITY 75,000

MY BROTHERS KEEPER INC

PO BOX 338
EASTON,MA02356 		NONE PC HOLIDAY GIFT PROGRAM FOR UNDERSERVED FAMILIES 100,000

MY BROTHER'S TABLE INC

98 WILLOW STREET
LYNN,MA019011109 		NONE PC HUNGER RELIEF & FOOD ACCESS 25,000

NASHOBA LEARNING GROUP INC

10 OAK PARK DRIVE
BEDFORD,MA01730 		NONE PC CAPITAL PROJECT TO ENHANCE OPPORTUNITY FOR PEOPLE WITH DISABILITIES 100,000

NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC

25 MAIN STREET
COOPERSTOWN,NY133261160 		NONE PC DEVELOPMENT, EDUCATION, AND OUTREACH FOR BLACK BASEBALL INITIATIVE 750,000

NATIONAL CENTER OF AFRO AMERICAN ARTISTS INC

300 WALNUT AVENUE
ROXBURY,MA02119 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

NATIONAL MUSEUM OF RACING INC

191 UNION AVE
SARATOGA SPRINGS,NY128663513 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 10,000

NOTRE DAME CRISTO REY HIGH SCHOOL INC

203 LAWRENCE ST
METHUEN,MA01844 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

NOTRE DAME EDUCATION CENTER

354 MERRIMACK STREET SUITE 210
LAWRENCE,MA01843 		NONE PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000

OLD COLONY YOUNG MENS CHRISTIAN ASSOCIATION INC

320 MAIN STREET
BROCKTON,MA02301 		NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 25,000

PAN-MASSACHUSETTS CHALLENGE INC

77 4TH AVE
NEEDHAM,MA02494 		NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 125,000

PEAK GRANTMAKING INC

1701 PENNSYLVANIA AVE NW STE 200
WASHINGTON,DC200065823 		NONE PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 2,250

PHILANTHROPY MASSACHUSETTS INC

133 FEDERAL STREET STE 802
BOSTON,MA021101712 		NONE PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 9,500

PHILANTHROPY MASSACHUSETTS INC

133 FEDERAL STREET STE 802
BOSTON,MA021101712 		NONE PC SUMMERFUND: RECREATION & ENRICHMENT FOR UNDERSERVED YOUTH 75,000

PINE STREET INN INC

444 HARRISON AVE
BOSTON,MA02118 		NONE PC CAPITAL SUPPORT TO SCALE PERMANENT SUPPORTIVE HOUSING FOR THE HOMELESS 500,000

PLUMMER YOUTH PROMISE

37 WINTER ISLAND ROAD
SALEM,MA01970 		NONE PC BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED YOUTH 50,000

PROJECT BREAD - THE WALK FOR HUNGER INC

145 BORDER ST
BOSTON,MA02128 		NONE PC HUNGER RELIEF & FOOD ACCESS 50,000

PROJECT HOPE BOSTON INC

550 DUDLEY STREET
ROXBURY,MA02119 		NONE PC CAPITAL SUPPORT FOR PLAYGROUND FACILITY RENOVATION 65,000

PROJECT RIGHT INC

320-A BLUE HILL AVENUE
DORCHESTER,MA02121 		NONE PC PROGRAMMATIC SUPPORT AND OUTREACH FOR VULNERABLE YOUTH 25,000

ROCA INC

101 PARK STREET
CHELSEA,MA02150 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 100,000

RON BURTON TRAINING VILLAGE INC

PO BOX 2
HUBBARDSTON,MA01452 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 10,000

ROSIES PLACE INC

889 HARRISON AVENUE
BOSTON,MA02118 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 75,000

ROUND THE BEND FARM INC

92 ALLENS NECK ROAD
SOUTH DARTMOUTH,MA027481002 		NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 75,000

ROXBURY COMMUNITY COLLEGE FOUNDATION INC

1234 COLUMBUS AVE
ROXBURY,MA02120 		NONE PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 10,000

ROXBURY COMMUNITY COLLEGE FOUNDATION INC

1234 COLUMBUS AVE
ROXBURY,MA02120 		NONE PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 50,000

ROXBURY PRESBYTERIAN CHURCH SOCIAL IMPACT CENTER INC

328 WARREN STREET
BOSTON,MA02119 		NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 25,000

SARATOGA PERFORMING ARTS CENTER INC

108 AVENUE OF THE PINES
SARATOGA SPRINGS,NY12866 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

SHELTER MUSIC BOSTON

1337 MASSACHUSETTS AVE 116
ARLINGTON,MA02476 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

SOCIEDAD LATINA INC

1530 TREMONT STREET
ROXBURY,MA021202929 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

SOUNDS TRUE FOUNDATION

PO BOX 271504
LOUISVILLE,CO800275030 		NONE PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 10,000

SOUTH END ATHLETICS & ACTIVITIES ASSOCIATION INC

30 BELLEVUE RD
BELMONT,MA02478 		NONE PC AMATEUR BASEBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 10,000

SOUTHEASTERN MASSACHUSETTS VETERANS HOUSING PROGRAM INC

1297 PURCHASE STREET
NEW BEDFORD,MA02740 		NONE PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 25,000

SPEAKEASY STAGE COMPANY

539 TREMONT ST
BOSTON,MA02116 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 50,000

SPECIAL OLYMPICS MASSACHUSETTS INC

512 FOREST ST
MARLBOROUGH,MA01752 		NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 200,000

SPECIAL OLYMPICS MASSACHUSETTS INC

512 FOREST ST
MARLBOROUGH,MA01752 		NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 10,000

SPORTS MUSEUM OF NE INC

100 LEGENDS WAY
BOSTON,MA02114 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 50,000

SPORTS MUSEUM OF NE INC

100 LEGENDS WAY
BOSTON,MA02114 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 50,000

ST MARY'S CENTER FOR WOMEN AND CHILDREN

90 CUSHING AVENUE
DORCHESTER,MA02125 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 100,000

THE ARC OF THE SOUTH SHORE INC

20 POND PARK ROAD UNIT 113
HINGHAM,MA02043 		NONE PC LIFT INSTALLATIONS AT FACILITIES FOR PEOPLE WITH DISABILITIES 25,000

THE B E L L FOUNDATION INC

ONE UNIVERSITY AVENUE SUITE
201ANORTH BUILDING
WESTWOOD,MA02090 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 30,000

THE BASEBALL INC

150 SHIRLEY STREET
ROXBURY,MA02119 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 75,000

THE BASEBALL INC

150 SHIRLEY STREET
ROXBURY,MA02119 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 10,000

THE COMMUNITY ART CENTER INC

119 WINDSOR STREET
CAMBRIDGE,MA02139 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

THE GREATER BOSTON FOOD BANK INC

70 SOUTH BAY AVE
BOSTON,MA02118 		NONE PC CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS 250,000

THE GREATER BOSTON FOOD BANK INC

70 SOUTH BAY AVE
BOSTON,MA02118 		NONE PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 10,000

THE OLD NORTH FOUNDATION OF BOSTON INC

193 SALEM STREET
BOSTON,MA02113 		NONE PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

THE WANG CENTER FOR THE PERFORMING ARTS INC (BOCH CENTER)

270 TREMONT STREET
BOSTON,MA021165603 		NONE PC CAPITAL IMPROVEMENTS PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 125,000

TOMMYS PLACE FOUNDATION INC

90 SHORE AVE
QUINCY,MA02169 		NONE PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 10,000

TRUSTEES OF BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA024670000 		NONE PC CAPITAL PROJECT: CONSTRUCTION OF FRATES CENTER BASEBALL & SOFTBALL FIELD COMPLEX 4,000,000

TRUSTEES OF BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA024670000 		NONE PC SCHOLARSHIP PROGRAM 100,000

TRUSTEES OF MOUNT HOLYOKE COLLEGE

50 COLLEGE STREET
SOUTH HADLEY,MA01075 		NONE PC SUPPORT OF EQUESTRIAN TEAM PROGRAM 15,000

TRUSTEES OF THE COLLEGE OF THE HOLY CROSS

ONE COLLEGE STREET
WORCESTER,MA01610 		NONE PC SCHOLARSHIP ASSISTANCE 10,000

UNCORNERED INC

222 BOWDOIN STREET
DORCHESTER,MA021221842 		NONE PC CAPITAL PURCHASE (VAN) FOR PROGRAM SERVING VULNERABLE INDIVIDUALS 50,000

UNION CAPITAL BOSTON

1542 COLUMBUS AVE
ROXBURY,MA02119 		NONE PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 20,000

VICTORY PROGRAMS INC

404 SOUTH HUNTINGTON AVENUE
BOSTON,MA021304835 		NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

VIETNAM VETERANS WORKSHOP INC

17 COURT STREET
BOSTON,MA02108 		NONE PC CAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDUALS AND FAMILIES 500,000

WOMENS LUNCH PLACE INC

67 NEWBURY STREET
BOSTON,MA02116 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 50,000

WOODS HOLE OCEANOGRAPHIC INSTITUTION

266 WOODS HOLE ROAD
WOODS HOLE,MA02543 		NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 75,000

YAWKEY BASEBALL LEAGUE

31 ELY RD
DORCHESTER,MA02124 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 20,000

YMCA OF GREATER BOSTON INC

316 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

YMCA SOUTHCOAST INC - GLEASON FAMILY YMCA

33 CHARGE POND ROAD
WAREHAM,MA02571 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 5,000

YOUTH ENRICHMENT SERVICES INC

412 MASSACHUSETTS AVENUE
BOSTON,MA02118 		NONE PC CAPITAL PROJECT: NEW BUILDING TO IMPROVE DELIVERY OF YOUTH PROGRAMS 250,000

ZUMIX INC

260 SUMNER STREET
BOSTON,MA02128 		NONE PC CAPITAL PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 25,000
Total .................................right arrow 3a 18,990,047
bApproved for future payment

ADAPTIVE SPORTS NEW ENGLAND INC
89 SOUTH ST SUITE 603
BOSTON,MA02111 		NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 10,000

BMA TENPOINT INC
2010 COLUMBUS AVENUE
ROXBURY,MA02119 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 75,000

THE WANG CENTER FOR THE PERFORMING ARTS INC (BOCH CENTER)
270 TREMONT STREET
BOSTON,MA021165603 		NONE PC CAPITAL IMPROVEMENTS PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 125,000

BOSTON COMMUNITY PEDIATRICS
527 ALBANY STREET SUITE 200
BOSTON,MA02118 		NONE PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000

BOSTON PARK LEAGUE
27 DONEGAL WAY
MANSFIELD,MA02048 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 25,000

LAWRENCE BOYS CLUB & GIRLS CLUB INC
136 WATER ST
LAWRENCE,MA01841 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

BROCKTON HOSPITAL
680 CENTRE STREET
BROCKTON,MA02302 		NONE PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 100,000

FUND FOR CATHOLIC SCHOOLS INC
66 BROOKS DRIVE
BRAINTREE,MA02184 		NONE PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 100,000

CATHEDRAL HIGH SCHOOL
74 UNION PARK STREET
BOSTON,MA02118 		NONE PC SUPPORT FOR SCHOOL FACILITY RENOVATIONS 200,000

CATHOLIC SCHOOLS FOUNDATION INC
67 BATTERYMARCH STREET
BOSTON,MA02110 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

CLERGY HEALTH AND RETIREMENT TRUST
66 BROOKS DRIVE
BRAINTREE,MA02184 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES 25,000

ELEVATED THOUGHT
15 UNION ST SUITE 120
LAWRENCE,MA01840 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000

EMPOWERED AND DEDICATED TO EDIFY THE NATION INC
717 SOUTH STREET
BOSTON,MA02131 		NONE PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 50,000

THE GREATER BOSTON FOOD BANK INC
70 SOUTH BAY AVE
BOSTON,MA02118 		NONE PC CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS 750,000

HYDE SQUARE TASK FORCE
PO BOX 301871
JAMAICA PLAIN,MA02130 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 15,000

INQUILINOS BORICUAS EN ACCIN
2 SAN JUAN STREET
BOSTON,MA02118 		NONE PC CAPITAL PROJECT: NEW BUILDING TO EXPAND PROGRAMS AND MISSION DELIVERY 2,250,000

INTERFAITH SOCIAL SERVICES
105 ADAMS ST
QUINCY,MA02169 		NONE PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS 50,000

LAWRENCE CATHOLIC ACADEMY
118 SOUTH BROADWAY
LAWRENCE,MA018431427 		NONE PC CAPITAL PROJECT: NEW BUILDINGS FOR SCHOOL AND RECREATION/ATHLETICS 2,500,000

NATIONAL BASEBALL HALL OF FAME AND MUSEUM
25 MAIN STREET
COOPERSTOWN,NY133261160 		NONE PC DEVELOPMENT, EDUCATION, AND OUTREACH FOR BLACK BASEBALL INITIATIVE 750,000

NOTRE DAME CRISTO REY HIGH SCHOOL INC
203 LAWRENCE ST
METHUEN,MA01844 		NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

PINE STREET INN
444 HARRISON AVE
BOSTON,MA02118 		NONE PC CAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDUALS AND FAMILIES 5,000,000

ROXBURY COMMUNITY COLLEGE FOUNDATION
1234 COLUMBUS AVE
ROXBURY,MA02120 		NONE PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 50,000

THE BASEBALL INC
150 SHIRLEY STREET
ROXBURY,MA02119 		NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 75,000

VICTORY PROGRAMS INC
404 SOUTH HUNTINGTON AVENUE
BOSTON,MA021304835 		NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

YOUTH ENRICHMENT SERVICES
412 MASSACHUSETTS AVENUE
BOSTON,MA02118 		NONE PC CAPITAL PROJECT: NEW BUILDING TO IMPROVE DELIVERY OF YOUTH PROGRAMS 750,000
Total ................................. right arrow 3b 13,175,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 292,920  
4 Dividends and interest from securities ....     14 4,843,249  
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 ............ 		525990 78,781 18 3,221,104  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS OTHER INCOME 		    01 9,621  
bSECURITY LITIGATION INCOME     01 135,528  
cPARTNERSHIP K-1S OTHER INCOME 525990 -70,144 14 70,144  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 8,637 8,572,566 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,581,203
(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 (2023)
Form 990-PF (2023)
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) 15,000 AIKEN HORSE PARK FOUNDATION 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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX FEES 197,890 63,789 0 107,411

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

TY 2023 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
AIKEN HORSE PARK FOUNDATION
  		931 POWDERHOUSE ROAD
AIKEN,SC29803 		2023-03-08 15,000 SUPPORT OF EQUESTRIAN PROGRAM 15,000   10/8/24 2024-10-08 THE ORGANIZATION USED THE FUNDS FROM ITS 2023 GRANT TO SUPPORT THE AHPF'S OPERATIONS IN THE FURTHERANCE OF ITS MISSION, WHICH IS TO PROMOTE AND PRESERVE AIKEN'S HISTORIC EQUESTRIAN WAY OF LIFE AND CONTRIBUTE TO THE COMMUNITY THROUGH A RANGE OF CIVIC, EDUCATIONAL, AND OTHER CHARITABLEINITIATIVES.

TY 2023 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 2023 InvestmentsCorpBondsSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 34,846 34,846
AEP TEXAS INC 23,530 23,530
AMAZON.COM INC 28,580 28,580
AMERICAN TOWER CORP 53,410 53,410
AMERICREDIT AUTOMOBILE RECEIVA 20,334 20,334
AMGEN INC 117,750 117,750
AT+T INC 71,195 71,195
BANK OF AMERICA CORP 237,052 237,052
BANK OF NY MELLON CORP 51,772 51,772
BARCLAYS COMMERCIAL MORTGAGE S 92,024 92,024
BAYLOR SCOTT + WHITE HOL 57,116 57,116
BENCHMARK MORTGAGE TRUST 45,774 45,774
BOEING CO 103,639 103,639
BROADCOM INC 27,861 27,861
CANADIAN NATL RESOURCES 41,092 41,092
CANADIAN PACIFIC RAILWAY 23,224 23,224
CAPITAL ONE FINANCIAL CO 14,735 14,735
CAPITAL ONE MULTI ASSET EXECUT 200,200 200,200
CARMAX AUTO OWNER TRUST 59,153 59,153
CARRIER GLOBAL CORP 33,161 33,161
CARVANA AUTO RECEIVABLES TRUST 66,833 66,833
CENOVUS ENERGY INC 29,849 29,849
CENTENE CORP 60,948 60,948
CHARTER COMM OPT LLC/CAP 46,844 46,844
CITIGROUP INC 78,928 78,928
CLEVELAND ELECTRIC ILLUM 27,663 27,663
CMS ENERGY CORP 14,567 14,567
CNH EQUIPMENT TRUST 29,992 29,992
COMCAST CORP 71,946 71,946
COMMONWEALTH EDISON CO 12,311 12,311
CSX CORP 103,105 103,105
CVS HEALTH CORP 31,355 31,355
DIAGEO CAPITAL PLC 66,920 66,920
DIGITAL REALTY TRUST LP 81,831 81,831
DTE ENERGY CO 21,523 21,523
DUKE ENERGY CORP 30,080 30,080
DUKE ENERGY PROGRESS LLC 8,582 8,582
EDISON INTERNATIONAL 32,244 32,244
ELEVANCE HEALTH INC 28,633 28,633
EMERA US FINANCE LP 37,995 37,995
ENBRIDGE INC 28,679 28,679
EXELON CORP 36,825 36,825
FIRST MARYLAND CAP I 45,527 45,527
GEORGIA POWER CO 17,197 17,197
GM FINANCIAL AUTOMOBILE LEASIN 89,973 89,973
GOLDMAN SACHS GROUP INC 111,944 111,944
HCA INC 82,626 82,626
HONDA AUTO RECEIVABLES OWNER T 90,349 90,349
HSBC HOLDINGS PLC 75,507 75,507
IR+M CORE BOND FUND II 14,317,955 14,317,955
IR+M LONG GOVERNMENT CREDIT FU 8,405,304 8,405,304
JERSEY CENTRAL PWR + LT 19,018 19,018
JOHN DEERE OWNER TRUST 28,525 28,525
JPMBB COMMERCIAL MORTGAGE SECU 73,101 73,101
JPMORGAN CHASE + CO 188,214 188,214
KIMBERLY CLARK CORP 46,671 46,671
KIMCO REALTY OP LLC 52,319 52,319
KINDER MORGAN INC 22,430 22,430
KINDER MORGAN INC/DELAWA 18,396 18,396
KROGER CO 4,739 4,739
L3HARRIS TECH INC 60,870 60,870
LOWE S COS INC 86,396 86,396
MERCK + CO INC 18,153 18,153
META PLATFORMS INC 12,079 12,079
METLIFE INC 71,600 71,600
MICROCHIP TECHNOLOGY INC 88,597 88,597
MICROSOFT CORP 58,227 58,227
MIDAMERICAN ENERGY CO 14,433 14,433
MORGAN STANLEY 168,194 168,194
MORGAN STANLEY BAML TRUST 95,244 95,244
MORGAN STANLEY CAPITAL I TRUST 242,923 242,923
NISOURCE INC 67,926 67,926
NORFOLK SOUTHERN CORP 19,198 19,198
NXP BV/NXP FDG/NXP USA 25,697 25,697
ORACLE CORP 20,913 20,913
PACIFIC GAS + ELECTRIC 83,710 83,710
PEPSICO INC 53,450 53,450
PFIZER INVESTMENT ENTER 35,873 35,873
PLAINS ALL AMER PIPELINE 26,840 26,840
PNC FINANCIAL SERVICES 88,402 88,402
PRES + FELLOWS OF HARVAR 4,696 4,696
QUALCOMM INC 68,607 68,607
RTX CORP 35,472 35,472
SAN DIEGO G + E 23,348 23,348
SMALL BUSINESS ADMINISTRATION 75,435 75,435
SOUTHERN CAL EDISON 103,877 103,877
SOUTHERN CO 122,527 122,527
STANFORD UNIVERSITY 28,924 28,924
T MOBILE USA INC 36,561 36,561
TJX COS INC 27,316 27,316
UBS COMMERCIAL MORTGAGE TRUST 73,178 73,178
UNITEDHEALTH GROUP INC 23,111 23,111
US BANCORP 149,247 149,247
VERIZON COMMUNICATIONS 44,750 44,750
VOYA FINANCIAL INC 77,559 77,559
WARNERMEDIA HOLDINGS INC 48,262 48,262
WELLS FARGO + COMPANY 233,367 233,367
WESTERN MIDSTREAM OPERAT 77,131 77,131
WILLIAMS COMPANIES INC 46,298 46,298
XCEL ENERGY INC 18,795 18,795

TY 2023 InvestmentsCorpStockSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD GROWTH INDEX FUND 33,846,095 33,846,095
1607 CAPITAL INTL EQ FUND 27,469,576 27,469,576
INNER CIRCLE FD ARGA EMERG 24,085,049 24,085,049
VANGUARD EMERGING MARKETS STOC 18,996,593 18,996,593
WILLIAM BLAIR SMALL CAP VALUE 15,728,213 15,728,213
VANGUARD DEVELOPED MARKETS IND 12,062,537 12,062,537
AUBREY GEMS PARTNERS 11,851,392 11,851,392
HOOD RIVER SMALL CAP GROWTH FU 9,364,929 9,364,929
CONESTOGA SMALL CAP FUND 9,293,810 9,293,810
GREEN COURT GR CHINA LONG EQ F 7,436,790 7,436,790
MICROSOFT CORP 4,420,726 4,420,726
JPMORGAN CHASE + CO 2,654,921 2,654,921
AMAZON.COM INC 2,178,060 2,178,060
UNION PACIFIC CORP 2,141,561 2,141,561
INTERCONTINENTAL EXCHANGE IN 2,056,164 2,056,164
ACCENTURE PLC CL A 2,047,560 2,047,560
ALPHABET INC CL A 2,002,456 2,002,456
JOHNSON + JOHNSON 1,974,767 1,974,767
SHERWIN WILLIAMS CO/THE 1,913,506 1,913,506
SALESFORCE INC 1,909,081 1,909,081
MONOLITHIC POWER SYSTEMS INC 1,860,801 1,860,801
SAIA INC 1,853,671 1,853,671
O REILLY AUTOMOTIVE INC 1,624,637 1,624,637
ZOETIS INC 1,568,105 1,568,105
BERKSHIRE HATHAWAY INC CL B 1,473,006 1,473,006
NVIDIA CORP 1,450,995 1,450,995
WHEATON PRECIOUS METALS CORP 1,425,433 1,425,433
VERISIGN INC 1,288,280 1,288,280
VERISK ANALYTICS INC 1,183,551 1,183,551
DANAHER CORP 1,174,050 1,174,050
DEXCOM INC 1,168,928 1,168,928
AON PLC CLASS A 1,133,523 1,133,523
NEXTERA ENERGY INC 1,089,007 1,089,007
PROLOGIS INC 1,083,462 1,083,462
KOSMOS ENERGY LTD 1,078,934 1,078,934
HESS CORP 1,071,830 1,071,830
HOME DEPOT INC 1,002,569 1,002,569
PROCTER + GAMBLE CO/THE 963,354 963,354
COMCAST CORP CLASS A 960,666 960,666
BROADCOM INC 954,394 954,394
EXXON MOBIL CORP 953,009 953,009
CHEVRON CORP 945,376 945,376
ABBVIE INC 884,879 884,879
CISCO SYSTEMS INC 867,479 867,479
WALMART INC 830,500 830,500
WALT DISNEY CO/THE 795,455 795,455
ESTEE LAUDER COMPANIES CL A 785,362 785,362
CHEMED CORP 780,641 780,641
PARKER HANNIFIN CORP 779,044 779,044
MERCK + CO. INC. 758,997 758,997
ANALOG DEVICES INC 727,325 727,325
KLA CORP 713,836 713,836
HONEYWELL INTERNATIONAL INC 698,963 698,963
VISA INC CLASS A SHARES 683,419 683,419
INTL BUSINESS MACHINES CORP 664,667 664,667
MCDONALD S CORP 663,886 663,886
CHUBB LTD 660,372 660,372
LAM RESEARCH CORP 657,938 657,938
UNITEDHEALTH GROUP INC 647,558 647,558
MARSH + MCLENNAN COS 643,630 643,630
WELLS FARGO + CO 640,943 640,943
ELEVANCE HEALTH INC 592,751 592,751
EATON CORP PLC 574,356 574,356
UNITED PARCEL SERVICE CL B 564,927 564,927
MICROCHIP TECHNOLOGY INC 550,459 550,459
EOG RESOURCES INC 549,960 549,960
BECTON DICKINSON AND CO 545,448 545,448
MONDELEZ INTERNATIONAL INC A 530,405 530,405
COCA COLA CO/THE 529,073 529,073
LINDE PLC 517,905 517,905
MORGAN STANLEY 515,299 515,299
NORTHROP GRUMMAN CORP 512,613 512,613
CME GROUP INC 509,441 509,441
PNC FINANCIAL SERVICES GROUP 500,785 500,785
BLACKROCK INC 496,822 496,822
BANK OF AMERICA CORP 494,073 494,073
AT+T INC 476,166 476,166
PHILIP MORRIS INTERNATIONAL 464,097 464,097
LOCKHEED MARTIN CORP 441,909 441,909
PPG INDUSTRIES INC 425,918 425,918
TRANE TECHNOLOGIES PLC 421,459 421,459
VALERO ENERGY CORP 420,810 420,810
MEDTRONIC PLC 401,932 401,932
ABBOTT LABORATORIES 399,004 399,004
AUTOMATIC DATA PROCESSING 355,512 355,512
TEXAS INSTRUMENTS INC 351,148 351,148
WASTE MANAGEMENT INC 347,633 347,633
PEPSICO INC 330,509 330,509
CONOCOPHILLIPS 321,746 321,746
BANK OF NEW YORK MELLON CORP 317,661 317,661
SOUTHERN CO/THE 312,174 312,174
BRISTOL MYERS SQUIBB CO 281,589 281,589
ILLINOIS TOOL WORKS 280,800 280,800
AMERICAN ELECTRIC POWER 271,681 271,681
CUMMINS INC 257,059 257,059
ENTERGY CORP 254,898 254,898
WEC ENERGY GROUP INC 235,676 235,676
AVERY DENNISON CORP 216,918 216,918
PUBLIC STORAGE 216,855 216,855
AMEREN CORPORATION 211,594 211,594
AVALONBAY COMMUNITIES INC 210,810 210,810
BLACKSTONE INC 201,617 201,617
BOOZ ALLEN HAMILTON HOLDINGS 199,412 199,412
GENERAL MILLS INC 197,635 197,635
NIKE INC CL B 191,735 191,735
GENUINE PARTS CO 180,465 180,465
CMS ENERGY CORP 177,694 177,694
EVERSOURCE ENERGY 165,286 165,286
DTE ENERGY COMPANY 144,661 144,661
PACKAGING CORP OF AMERICA 142,383 142,383

TY 2023 InvestmentsGovtObligationsSch
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
US Government Securities - End of Year Book Value:

14,748,421
US Government Securities - End of Year Fair Market Value:

14,748,421
State & Local Government Securities - End of Year Book Value:


266,431
State & Local Government Securities - End of Year Fair Market Value:


266,431


TY 2023 InvestmentsOtherSchedule2
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ELLIOTT INTERNATIONAL LIMITED FMV 14,950,274 14,950,274
DAVIDSON KEMPNER INTERNATIONAL FMV 13,752,486 13,752,486
MILLSTREET CRDT OFF FUND LTD FMV 12,871,504 12,871,504
LAURION CAPITAL LTD FMV 12,055,485 12,055,485
MW EUREKA FUND CLASS A2 USD SH FMV 10,514,477 10,514,477
ANOMALY CAPITAL INT LP FMV 10,117,074 10,117,074
RA CAPITAL HEALTHCARE FMV 9,417,593 9,417,593
CHATHAM ASSET H.Y OFFSHORE FMV 1,296,562 1,296,562
VALINOR CAP CL1B JULY2013 FMV 343,640 343,640
VALINOR CAP PART OFF 1B JAN 20 FMV 121,338 121,338
CENTERBRIDGE 1178 S 21 FMV 28,706 28,706
CENTERBRIDGE 1178 S 31 FMV 23,355 23,355
CENTERBRIDGE 1178 S 29 FMV 17,353 17,353
CENTERBRIDGE 1178 S 28 FMV 4,731 4,731
CENTERBRIDGE 1178 S 14 FMV 3,437 3,437
CENTERBRIDGE 1178 S 32 FMV 2,737 2,737
CENTERBRIDGE 1178 S 36 FMV 2,177 2,177
CENTERBRIDGE 1178 S 24 FMV 1,921 1,921
CENTERBRIDGE 1178 S 19 FMV 1,874 1,874
CENTERBRIDGE 1178 FMV 1,405 1,405
CENTERBRIDGE 1178 S 23 FMV 1,397 1,397
CENTERBRIDGE 1178 S 16 FMV 1,271 1,271
CENTERBRIDGE 1178 S 13 FMV 930 930
CENTERBRIDGE 1178 S 34 FMV 752 752
CENTERBRIDGE 1178 S 35 FMV 308 308
CENTERBRIDGE 1178 S 39 LIMIT FMV 235 235
CENTERBRIDGE 1178 S 22 FMV 220 220
CENTERBRIDGE SP CR PN III FLEX FMV 4,932,293 4,932,293
MONOGRAM CAPITAL PARTNERS II FMV 4,613,434 4,613,434
PEAK ROCK CAP FD III A FMV 4,488,843 4,488,843
AQUILINE FS FUND II FMV 4,408,408 4,408,408
CENTERBRIDGE SP CR PN IV FMV 2,864,126 2,864,126
PEAK ROCK CAPITAL FUND II LP FMV 2,778,730 2,778,730
BLUE SEA CAPITAL FUND III LP FMV 2,692,767 2,692,767
THOMPSON STREET CAP FMV 2,324,645 2,324,645
AQUILINE FINANCIAL SERVICES FD FMV 1,518,395 1,518,395
SPARK CPITAL GRWTH FD IV FMV 1,409,159 1,409,159
PEAK ROCK CAP CR III A LP FMV 1,166,156 1,166,156
SPARK CAPITAL VII FMV 924,283 924,283
CENTERBRIDGE SPEC CR III FMV 384,428 384,428
PEAK ROCK CAP CREDIT FD IIA FMV 380,886 380,886
HIGHLAND CONSUMER FUND I B FMV 351,517 351,517
EQUITY RESOURCE FUND 2020 FMV 4,913,157 4,913,157
APOLLO NAT RES PARTS III FMV 4,893,967 4,893,967
EQUITY RESOURCE PARTNERS 2018 FMV 3,719,262 3,719,262
EQUITY RESORCE FD B 2022 FMV 3,655,874 3,655,874
BERKSHIRE VALUE FUND V FMV 2,879,056 2,879,056
EQUITY RESOURCE FUND 2017 FMV 2,315,928 2,315,928
PEAK ROCK REAL ESTATE FUND I FMV 2,024,339 2,024,339
APOLLO NATURAL RESOURCES II LP FMV 1,188,406 1,188,406
EQUITY RESOURCE FUND 2013, LP FMV 493,957 493,957
NATURAL GAS PARTNERS IX FMV 3,518 3,518

TY 2023 LegalFeesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,876 1,072 0 1,804


TY 2023 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 17,728 15,429 15,429
DEPOSITS 19,180 13,473 13,473


TY 2023 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 63,334 13,461 0 49,873
D & O INSURANCE 27,529 10,257 0 17,272
OFFICE & GENERAL SUPPLIES 8,001 2,981 0 5,020
OTHER MISCELLANEOUS EXPENSES 17,517 4,439 0 11,385
MEMBERSHIP DUES 7,026 2,618 0 4,408
EQUIPMENT RENTAL 4,673 1,741 0 2,932
POSTAGE AND SHIPPING 4,788 1,784 0 3,004
TELEPHONE 3,354 1,249 0 2,105
BANK FEES 3,866 1,440 0 2,426
PUBLICATIONS & SUBSCRIPTIONS 940 350 0 590
EQUIPMENT & FURNITURE MAINTENANCE AND REPAIRS 269 100 0 169
PROFESSIONAL DEVELOPMENT & TRAINING 2,276 848 0 1,428
FILING FEES 1,435 535 0 900


TY 2023 OtherIncomeSchedule2
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP K-1S - OTHER INCOME   2,710,346 0
PFIC DISTRIBUTION - INCOME   8,075 0
MISCELLANEOUS OTHER INCOME 9,621 9,621 0
SECURITY LITIGATION INCOME 135,528 135,528 0


TY 2023 OtherIncreasesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Description Amount
CHANGE IN INVESTMENT VALUE 43,565,741


TY 2023 OtherProfessionalFeesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACTUARIAL SERVICES 10,532 3,924 0 6,608
HUMAN RESOURCE AND STAFFING SERVICES 140,828 24,168 0 116,660
INFORMATION TECHNOLOGY SERVICES 48,977 2,107 0 46,870
INVESTMENT ADVISORY SERVICES 241,347 241,347 0 0
INVESTMENT CUSTODIAN SERVICES 117,057 117,057 0 0
PORTFOLIO MANAGEMENT SERVICES 442,957 442,957 0 0
STRATEGIC COMMUNICATIONS 365,618 0 0 365,618


TY 2023 TaxesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FED EXCISE TAXES PAID 77,020 0 0 0
FOREIGN TAXES PAID/WITHHELD 86,566 86,566 0 0