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
HIGHLAND STREET CONNECTION
AND SUBSIDIARIES
Number and street (or P.O. box number if mail is not delivered to street address)2223 WASHINGTON STREET 104
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON, MA02462
A Employer identification number

04-3048298
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$81,531,657J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 334,712 334,712  
4 Dividends and interest from securities... 1,761,110 1,761,110  
5a Gross rents............ 1 1  
b Net rental income or (loss) -150,317
6a Net gain or (loss) from sale of assets not on line 10 2,822,908
b Gross sales price for all assets on line 6a 3,519,314
7 Capital gain net income (from Part IV, line 2)... 2,822,908
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
1,110,344 1,110,344  
12 Total. Add lines 1 through 11........ 6,029,075 6,029,075  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 465,895 0   465,895
14 Other employee salaries and wages...... 466,234 48,000   418,234
15 Pension plans, employee benefits....... 92,030 0   92,030
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,442 0   1,442
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
232,130 139,278   92,852
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
393,864 393,864   0
17 Interest............... 806,958 31,550   775,408
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
202,874 83,272   48,865
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
301 0  
20 Occupancy.............. 156,504 0   156,504
21 Travel, conferences, and meetings....... 5,278 0   5,278
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,146,008 576,919   569,089
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,969,518 1,272,883   2,625,597
25 Contributions, gifts, grants paid....... 3,959,100 3,959,100
26 Total expenses and disbursements. Add lines 24 and 25 7,928,618 1,272,883   6,584,697
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,899,543
b Net investment income (if negative, enter -0-) 4,756,192
c Adjusted net income (if negative, enter -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............. 812,131 935,960 935,960
2 Savings and temporary cash investments......... 9,537,880 6,807,400 6,807,400
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 25,281 29,058 29,058
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,355,896 Click to see attachment
List of Attached Documents:
// Content
6,415,556 		9,252,699
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 4,292,532 1,717,532 1,717,532
13 Investments—other (attach schedule).......... 13,527,630 Click to see attachment
List of Attached Documents:
// Content
12,650,735 		13,582,419
14 Land, buildings, and equipment: basis right arrow1,016,426
Less: accumulated depreciation (attach schedule) right arrow349,040 667,688 Click to see attachment
List of Attached Documents:
// Content
667,386 		667,386
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
34,520,308 		Click to see attachment
List of Attached Documents:
// Content
37,606,856 		Click to see attachment
List of Attached Documents:
// Content
48,539,203
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 72,739,346 66,830,483 81,531,657
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)...... 14,000,000 Click to see attachment
List of Attached Documents:
// Content
10,000,000
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
12,149 		Click to see attachment
List of Attached Documents:
// Content
2,829
23 Total liabilities (add lines 17 through 22)......... 14,012,149 10,002,829
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 58,727,197 56,827,654
29 Total net assets or fund balances (see instructions)..... 58,727,197 56,827,654
30 Total liabilities and net assets/fund balances (see instructions). 72,739,346 66,830,483
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
58,727,197
2
Enter amount from Part I, line 27a .....................
2
-1,899,543
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
56,827,654
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
56,827,654
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 ALCION RE FUND III P   2023-12-31
b 1607 CAPITAL PARTNERS P   2023-12-31
c AXIOM ASIA IV P   2023-12-31
d ATV VII P   2023-12-31
e BOSTON PARTNERS LARGE CAP P   2023-12-31
BROAD RUN FOCUS EQUITY P   2023-12-31
CA BAIN EUROPE III P   2023-12-31
CA BAIN VI P   2023-12-31
CENTERBRIDGE P   2023-12-31
CERBERUS PARTNERS V P   2023-12-31
COMMONFUND INTERNATIONAL VI P   2023-12-31
COMMONFUND VENTURE PARTNERS VIII P   2023-12-31
COMMONFUND VENTURE PARTNERS VI P   2023-12-31
COMMONFUND PRIVATE EQUITY VI P   2023-12-31
COMMONFUND VENTURE PARTNERS VII P   2023-12-31
COMMONFUND VENTURE PARTNERS IX P   2023-12-31
COMMONFUND VENTURE PARTNERS X P   2023-12-31
COMMONFUND VENTURE PARTNERS XI P   2023-12-31
DUNE REAL ESTATE II P   2023-12-31
DUNE III P   2023-12-31
DUNE REAL ESTATE FUND IV P   2023-12-31
ENCAP VIII-B P   2023-12-31
FIRST RESERVE XI P   2023-12-31
FIVE ELMS III B LP P   2023-12-31
GQG PARTNERS P   2023-12-31
GREEN COURT GREATER CHINA P   2023-12-31
GREENFIELD ACQUISITION PARTNERS V P   2023-12-31
IR&M P   2023-12-31
KLINE HILL FUND LP P   2023-12-31
KSL CAPITAL PARTNERS P   2023-12-31
LEXINGTON CAPITAL PARTNERS VI-A P   2023-12-31
LEXINGTON CAPITAL PARTNERS VII P   2023-12-31
LIME ROCK PARTNERS IV AF P   2023-12-31
LL MORTGAGE FUND LP P   2023-12-31
MERCED PARTNERS IV P   2023-12-31
PAG CA PARTNERS LP P   2023-12-31
PATRON CAPITAL IV P   2023-12-31
PARTHENON II P   2023-12-31
POMONA VIII P   2023-12-31
RESILIENCE FUND III P   2023-12-31
SANKATY IV P   2023-12-31
SANDS CAPITAL MANAGEMENT P   2023-12-31
SILCHESTER INTERNATIONAL P   2023-12-31
SPECIAL OPPORTUNITIES III P   2023-12-31
TAILWATER P   2023-12-31
VANGUARD ADMIRAL FUND P   2023-12-31
VANGUARD TOTAL BOND P   2023-12-31
VISION RIDGE P   2023-12-31
WELLINGTON TRUST P   2023-12-31
WESTWOOD WGI EMERGING MARKETS P   2023-12-31
WILBUR L ROSS RECOVERY FUND V P   2023-12-31
SHORENSTEIN NINE P   2023-12-31
(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     5,189 -5,189
b     898 -898
c 20,702     20,702
d     86,894 -86,894
e 329,177     329,177
948,450     948,450
    26,537 -26,537
    18,791 -18,791
    3,815 -3,815
    8,208 -8,208
18,455     18,455
29,565     29,565
    9,595 -9,595
4,713     4,713
19,071     19,071
115,720     115,720
123,278     123,278
131,691     131,691
    18 -18
50,632     50,632
    189 -189
903     903
142     142
577,639     577,639
105,518     105,518
470,543     470,543
6,041     6,041
    149,062 -149,062
151,988     151,988
177,140     177,140
645     645
15,033     15,033
    2,493 -2,493
707     707
    2,623 -2,623
    7,264 -7,264
    13,888 -13,888
    36,504 -36,504
    38,086 -38,086
    94,449 -94,449
    336 -336
81,962     81,962
46,027     46,027
    78,834 -78,834
24,294     24,294
    50,928 -50,928
    30,095 -30,095
    30,845 -30,845
5,031     5,031
63,313     63,313
934     934
    865 -865
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -5,189
b       -898
c       20,702
d       -86,894
e       329,177
      948,450
      -26,537
      -18,791
      -3,815
      -8,208
      18,455
      29,565
      -9,595
      4,713
      19,071
      115,720
      123,278
      131,691
      -18
      50,632
      -189
      903
      142
      577,639
      105,518
      470,543
      6,041
      -149,062
      151,988
      177,140
      645
      15,033
      -2,493
      707
      -2,623
      -7,264
      -13,888
      -36,504
      -38,086
      -94,449
      -336
      81,962
      46,027
      -78,834
      24,294
      -50,928
      -30,095
      -30,845
      5,031
      63,313
      934
      -865
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 2,822,908
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  
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 66,111
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 66,111
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 66,111
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 56,601
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 66,601
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 10 490
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow490 Refundedright arrow 11 0
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, FL, GA, IL, NY, VA, CO, DC, ID, KS, LA, MD, MT, OK, NC, NM
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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.HIGHLANDSTREET.ORG
14
The books are in care ofright arrowHIGHLAND STREET CONNECTION Telephone no.right arrow (617) 969-8900

Located atright arrow2223 WASHINGTON STREETNEWTONMA ZIP+4right arrow02462
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOANN MCGRATH TRUSTEE
8.00 		0 0 0
2223 WASHINGTON STREET
NEWTON,MA02462
DAVID J MCGRATH III TRUSTEE
8.00 		0 0 0
2223 WASHINGTON STREET
NEWTON,MA02462
SEAN P MCGRATH TRUSTEE
8.00 		0 0 0
2223 WASHINGTON STREET
NEWTON,MA02462
BLAKE JORDAN EXECUTIVE DIRECTOR
40.00 		465,895 19,800 0
2223 WASHINGTON STREET
NEWTON,MA02462
MICHAEL KEATING TRUSTEE
8.00 		0 0 0
2223 WASHINGTON STREET
NEWTON,MA02462
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NOREEN MCMAHON SENIOR DIRECTOR OF P
40.00 		167,246 9,642 0
2223 WASHINGTON STREET
NEWTON,MA02462
MEREDITH SCOTT OPERATIONS MANAGER
40.00 		103,663 14,082 0
2223 WASHINGTON STREET
NEWTON,MA02462
BRIAN MCNULTY ASSOC. DIR. OF GRANT
40.00 		88,482 21,032 0
2223 WASHINGTON STREET
NEWTON,MA02462
LINDA MUIR-ROBINSON ACCOUNTING MANAGER
40.00 		94,766 13,493 0
2223 WASHINGTON STREET
NEWTON,MA02462
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
CAMBRIDGE ASSOCIATES INVESTMENT ADVISORS 200,000
PO BOX 412015
BOSTON,MA022412015
SEA CLIFF FINANCIAL LLC FINANCIAL ADVISORS 138,050
138 STANDISH ROAD
WATERTOWN,MA02472
MAZARS USA LLP ACCOUNTING / TAX 74,080
1330 BOYLSTON STREET
CHESTNUT HILL,MA02467
DAN SALERA CONSULTING 72,000
174 NEWBURYPORT TURNPIKE PMB392
ROWLEY,MA01969
CAROLYN O'BRIEN CONSULTING LLC CONSULTING 72,000
241 HURON AVENUE
CAMBRIDGE,MA02138
Total number of others receiving over $50,000 for professional services.............right arrow1
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
20,164,727
b
Average of monthly cash balances.......................
1b
6,555,703
c
Fair market value of all other assets (see instructions)................
1c
51,258,443
d
Total (add lines 1a, b, and c).........................
1d
77,978,873
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
77,978,873
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,169,683
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
76,809,190
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,840,460
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,840,460
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
66,111
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
66,111
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,774,349
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,774,349
6
Deduction from distributable amount (see instructions).................
6
2,575,000
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,199,349
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
6,584,697
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,584,697
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 1,199,349
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 2,449,780
b From 2019...... 31,617,619
c From 2020...... 3,341,280
d From 2021...... 1,534,682
e From 2022...... 2,279,489
f Total of lines 3a through e ........ 41,222,850
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,584,697
a Applied to 2022, 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 2023 distributable amount..... 1,199,349
e Remaining amount distributed out of corpus 5,385,348
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 46,608,198
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) ... 		2,449,780
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		44,158,418
10 Analysis of line 9:
a Excess from 2019.... 31,617,619
b Excess from 2020.... 3,341,280
c Excess from 2021.... 1,534,682
d Excess from 2022.... 2,279,489
e Excess from 2023.... 5,385,348
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

2LIFE COMMUNITIES

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

ACT FOR MULTIPLE SCLEROSIS

73-710 FRED WARING DRIVE SUITE 118
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 1,500

ASSOCIATES OF THE BOSTON PUBLIC LIBRARY

700 BOYLSTON STREET
BOSTON,MA021162813 		NONE PUBLIC CHARITIES FOR COMMUNITY. 7,500

ADOPT-A-STUDENT FOUNDATION

ONE DESIGN CENTER PLACE
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000

ALMA DEL MAR FOUNDATION

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

ALVERNO COLLEGE

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

AMELIA PARK CHILDREN'S MUSEUM

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

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

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

ANDOVER VILLAGE IMPROVEMENT SOCIETY

PO BOX 5097
ANDOVER,MA018100823 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,500

ANIMAL RESCUE LEAGUE OF BOSTON

10 ANNAS PLACE
DEDHAM,MA02026 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

APPALACHIAN MOUNTAIN CLUB

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

ARNOLD ARBORETUM OF HARVARD UNIVERSITY

PO BOX 419209
BOSTON,MA02241 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,000

ATLANTIC WHITE SHARK CONSERVANCY

235 ORLEANS ROAD
NORTH CHATHAM,MA026501161 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

BAYPATH HUMANE SOCIETY OF HOPKINTON

500 LEGACY FARMS
N HOPKINTON,MA017482921 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 10,000

BIGHORN INSTITUTE

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

BOYS & GIRLS CLUB OF GREATER BILLERICA

19 CAMPBELL ROAD
BILLERICA,MA01821 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,000

BARBARA SINATRA CHILDREN'S CENTER

39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA922703235 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 1,000

BATTLESHIP COVE

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

BE LIKE BRIT FOUNDATION

66 PULLMAN STREET
WORCESTER,MA01606 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 50,000

BEACON HILL CIVIC ASSOCIATION

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

BELLESINI ACADEMY

PO BOX 1021
LAWRENCE,MA01840 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 33,000

BENTLEY UNIVERSITY

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

BERKSHIRE MUSEUM

39 SOUTH STREET
PITTSFIELD,MA012016108 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 8,000

BEST BUDDIES TENNESSEE

340 SEVEN SPRINGS WAY SUITE 750
BRENTWOOD,TN37027 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 1,000

BETHEL INSTITUTE FOR COMMUNITY DEVELOPMENT

40 WALK HILL STREET
JAMAICA PLAIN,MA021304146 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 30,000

BIGHORN GOLF CLUB CHARITIES

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

BIKES NOT BOMBS

284 AMORY STREET
JAMAICA PLAIN,MA021302317 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 3,700

BLUE ANGELS FOUNDATION

PO BOX 1945
PENSACOLA,FL325911945 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

BOCH CENTER

270 TREMONT STREET
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 11,000

BOSTON CHILDREN'S HOSPITAL TRUST

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

BOSTON CHILDREN'S MUSEUM

308 CONGRESS STREET
BOSTON,MA02210 		NONE PUBLIC CHARITIES FOR COMMUNITY. 26,000

BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 100,000

BOSTON EDUCATIONAL DEVELOPMENT FUND

PO BOX 190886
ROXBURY,MA02119 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

BOSTON FOUNDATION

75 ARLINGTON STREET 10TH FLOOR
BOSTON,MA02116 		NONE COMMUNITY FOUNDATION FOR COMMUNITY. 36,000

BOSTON HARBOR NOW

15 STATE STREET SUITE 1100
BOSTON,MA02109 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 8,500

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM

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

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 7,500

BOSTON PHILHARMONIC ORCHESTRA

236 HUNTINGTON AVENUE SUITE 209
BOSTON,MA02115 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000

BOSTON PUBLIC LIBRARY FUND

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

BOSTON SYMPHONY ORCHESTRA

SYMPHONY HALL 301 MASSACHUSETTS
AVENUE
BOSTON,MA02115 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 120,000

BOYS & GIRLS CLUB OF LAWRENCE

136 WATER STREET
LAWRENCE,MA01841 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 10,000

BOYS & GIRLS CLUBS OF BOSTON

200 HIGH STREET SUITE 3B
BOSTON,MA021103024 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 57,000

BOYS AND GIRLS CLUBS OF COACHELLA VALLEY

42-600 COOK STREET SUITE 120
PALM DESERT,CA922115143 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 7,500

BREAKTIME UNITED INC

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

BROOKS SCHOOL

1160 GREAT POND ROAD
NORTH ANDOVER,MA01845 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 2,500

BUILD HEALTH INTERNATIONAL

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

BUTTONWOOD PARK ZOO

425 HAWTHORN STREET
NEW BEDFORD,MA027401418 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 10,000

BUZZARDS BAY COALITION

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

CATHOLIC CHARITIES OF THE DIOCESE OF FALL RIVER MASSACHUSETTS

275 WEST BROADWAY
BOSTON,MA02127 		NONE PUBLIC CHARITIES FOR COMMUNITY. 2,000

CHP 11-99 FOUNDATION

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

CAMBRIDGE COMMUNITY CENTER INC

5 CALLENDER STREET
CAMBRIDGE,MA021392901 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

CAMP HARBOR VIEW

200 CLARENDON STREET FL 60
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 101,000

CAMPAIGN FOR CATHOLIC SCHOOLS

66 BROOKS DRIVE
BOSTON,MA02184 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 100,000

CAPE COD CHILDREN'S MUSEUM

577 GREAT NECK ROAD
SOUTH MASHPEE,MA026493708 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

CAPE COD MUSEUM OF ART

PO BOX 2034
DENNIS,MA026385034 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,500

CAPRON PARK ZOO (FRIENDS OF)

201 COUNTY STREET
ATTLEBORO,MA02703 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000

CARITAS COMMUNITIES

25 BRAINTREE HILL PARK
BRAINTREE,MA02184 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

CARROLL CENTER FOR THE BLIND INC

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

CATHEDRAL OF THE HOLY CROSS

75 UNION PARK STREET
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 20,000

CATHOLIC CHARITIES

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

CATHOLIC SCHOOLS FOUNDATION

67 BATTERYMARCH STREET 6TH FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 100,000

CENTER FOR WOMEN & ENTERPRISE

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

CHILDREN'S DISCOVERY MUSEUM OF THE DESERT

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

CHILDREN'S MUSEUM AT HOLYOKE

444 DWIGHT STREET
HOLYOKE,MA010405842 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000

CHILDREN'S MUSEUM IN EASTON

PO BOX 417
NORTH EASTON,MA023560417 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

CHILDREN'S MUSEUM OF GREATER FALL RIVER

441 NORTH MAIN STREET
FALL RIVER,MA027202407 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,500

CHILDREN'S SERVICES OF ROXBURY

520 DUDLEY STREET
ROXBURY,MA021192769 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

CITIZEN SCHOOLS

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

CLEAR PATH FOR VETERANS NEW ENGLAND

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

CLERGY HEALTH AND RETIREMENT TRUST

66 BROOKS DRIVE
BRAINTREE,MA021843839 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 35,000

COLLEGE OF WILLIAM & MARY FOUNDATION

PO BOX 1693
WILLIAMSBURG,VA231871693 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

COLLEGE OF THE DESERT FOUNDATION

43-500 MONTEREY AVENUE
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000

COMMONWEALTH SHAKESPEARE COMPANY

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

COMMUNITY INVESTORS

25 EARLE ROAD
WELLESLEY,MA024812423 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

COMMUNITY LEGAL AID

405 MAIN STREET
WORCESTER,MA01604 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

COMMUNITY SERVINGS

179 AMORY STREET
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITIES FOR COMMUNITY. 20,000

CONCORD MUSEUM

53 CAMBRIDGE TURNPIKE PO BOX 146
CONCORD,MA017420146 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 6,000

CONSERVATION LAW FOUNDATION

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

COR UNUM MEAL CENTER

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

CROSSROADS

119 MYRTLE STREET
DUXBURY,MA02332 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 52,000

DESERT BEST FRIENDS CLOSET

74040 HIGHWAY 111 SUITE F
PALM DESERT,CA922604134 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 5,000

DENMARK ARTS CENTER

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

DENMARK CHARITABLE FOUNDATION

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

DENMARK HISTORICAL SOCIETY

PO BOX 803
DENMARK,ME04022 		NONE PUBLIC CHARITIES FOR COMMUNITY. 3,000

DENMARK PUBLIC LIBRARY

121 EAST MAIN STREET PO BOX 50
DENMARK,ME04022 		NONE PUBLIC CHARITIES FOR COMMUNITY. 3,000

DIOCESE OF WORCESTER

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

DISMAS HOUSE OF MASSACHUSETTS

PO BOX 30125
WORCESTER,MA01603 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

DRESS FOR SUCCESS BOSTON

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

EMPATH (ECONOMIC MOBILITY PATHWAYS)

308 CONGRESS STREET 5TH FLOOR
BOSTON,MA02210 		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000

EVERYDAY ARTS

12046 PEORIA STREET
SUN VALLEY,CA913522318 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 500

EVKIDS

265 MOUNT VERNON STREET
DORCHESTER,MA02125 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 1,000

EDVESTORS

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

EDWARD GOREY HOUSE

8 STRAWBERRY LANE
YARMOUTH PORT,MA026751725 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 9,650

EDWARD M KENNEDY COMMUNITY HEALTH CENTER

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

EDWARD M KENNEDY INSTITUTE FOR THE US SENATE

210 MORRISSEY BLVD
BOSTON,MA021253314 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

EISENHOWER HEALTH FOUNDATION

39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA922703221 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 205,000

ELLIE FUND

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

ELLIS

58 BERKELEY STREET
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 12,000

ENGLISH FOR NEW BOSTONIANS

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

ERIC CARLE MUSEUM OF PICTURE BOOK ART

125 WEST BAY ROAD
AMHERST,MA01002 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

ESPERANZA ACADEMY

198 GARDEN STREET
LAWRENCE,MA018401628 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 10,000

ESSEX COUNTY COMMUNITY FOUNDATION

175 ANDOVER STREET SUITE 101
DANVERS,MA01923 		NONE COMMUNITY FOUNDATION FOR COMMUNITY. 20,000

ESSEX COUNTY GREENBELT ASSOCIATION

82 EASTERN AVENUE PO BOX 1026
ESSEX,MA019291329 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 2,500

ESSEX COUNTY HABITAT FOR HUMANITY

60 ISLAND STREET
LAWRENCE,MA01840 		NONE PUBLIC CHARITIES FOR COMMUNITY. 750

FAMILYAID BOSTON

3815 WASHINGTON STREET
BOSTON,MA021303745 		NONE PUBLIC CHARITIES FOR COMMUNITY. 20,000

FOLEY HOAG & ELIOT FOUNDATION

550 SEAPORT BOULEVARD
BOSTON,MA02210 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

FOREST PARK ZOOLOGICAL SOCIETY

PO BOX 80295
SPRINGFIELD,MA011380295 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

FALMOUTH HISTORICAL SOCIETY

PO BOX 174
FALMOUTH,MA02541 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

FATHER BILL'S & MAINSPRING

430 BELMONT STREET
BROCKTON,MA02301 		NONE PUBLIC CHARITIES FOR COMMUNITY. 21,000

FATHERS' UPLIFT INC

12 SOUTHERN AVENUE
DORCHESTER,MA02124 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

FIRST TEE-COACHELLA VALLEY

74-945 SHERYL AVENUE
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 7,500

FISHER HOUSE OF BOSTON

PO BOX 230
SOUTH WALPOLE,MA02071 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

FITCHBURG ART MUSEUM

185 ELM STREET
FITCHBURG,MA01420 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

FOOD BANK OF WESTERN MASSACHUSETTS

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

FOOD FOR FREE COMMITTEE INC

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

FOOD IN NEED OF DISTRIBUTION

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

FOUNDATION FOR METROWEST

3 ELIOT STREET
NATICK,MA01760 		NONE COMMUNITY FOUNDATION FOR COMMUNITY. 10,000

FOURTH PRESBYTERIAN CHURCH

340 DORCHESTER STREET
SOUTH BOSTON,MA02127 		NONE PUBLIC CHARITIES FOR COMMUNITY. 7,000

FREEDOM TRAIL FOUNDATION

44 SCHOOL STREET SUITE 250
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 5,000

FRESH TRUCK ABOUT FRESH

69 SHIRLEY STREET
BOSTON,MA02119 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

FRIENDS OF PETERS PARK

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

FRIENDS OF THE BEEBE LIBRARY

345 MAIN STREET
WAKEFIELD,MA01880 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 1,000

FRIENDS OF THE CHILDREN - BOSTON

184 DUDLEY STREET SUITE 100
ROXBURY,MA02119 		NONE PUBLIC CHARITIES FOR MENTORING. 20,000

FRIENDS OF THE HOLYOKE MERRY-GO-ROUND INC

221 APPLETON STREET
HOLYOKE,MA010405714 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

FRIENDS OF THE PARAGON CAROUSEL

PO BOX 100
HULL,MA020450100 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 1,000

FRIENDS OF THE PUBLIC GARDEN

69 BEACON STREET
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR COMMUNITY. 40,000

FUND FOR PARKS & RECREATION IN BOSTON

1010 MASSACHUSETTS AVENUE
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR COMMUNITY. 8,500

GAVIN FOUNDATION

675 EAST 4TH STREET PO BOX E15
SOUTH BOSTON,MA021270004 		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000

GOVERNOR'S ACADEMY

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

GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR COMMUNITY. 128,000

HIDDEN HARVEST

PO BOX 266
COACHELLA,CA922360266 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

HARVARD ART MUSEUMS

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

HARWICH CONSERVATION TRUST

PO BOX 101
SOUTH HARWICH,MA026610101 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

HEADING HOME

186 MASSACHUSETTS AVE
BOSTON,MA02115 		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000

HEALING ABUSE WORKING FOR CHANGE

27 CONGRESS STREET 204
SALEM,MA01970 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 1,000

HEALTH EQUITY INTERNATIONAL

40 GLEN AVENUE
NEWTON,MA024592066 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 10,000

HISTORIC DEERFIELD

PO BOX 321
DEERFIELD,MA013420321 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000

HISTORIC NEW ENGLAND

141 CAMBRIDGE STREET
BOSTON,MA021142702 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

HOME BASE MASSACHUSETTS MILITARY HEROES FUND

125 NASHUA STREET
BOSTON,MA02114 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 15,000

HOMESTART INC

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

HOMES FOR OUR TROOPS

6 MAIN STREET
TAUNTON,MA027802733 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 10,000

HOPE AND COMFORT

659 HIGHLAND AVEUNE
NEEDHAM,MA024942207 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

HOSPITALITY HOMES

PO BOX 15265
BOSTON,MA02215 		NONE PUBLIC CHARITIES FOR COMMUNITY. 11,000

HYDE SQUARE TASK FORCE

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

INNOVATION TRAIL OF GREATER BOSTON

PO BOX 130386
BOSTON,MA021130007 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,500

INNERCITY WEIGHTLIFTING

PO BOX 171313
BOSTON,MA02117 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

INSTITUTE FOR NONPROFIT PRACTICE

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

INTERNATIONAL VOLLEYBALL HALL OF FAME

444 DWIGHT STREET
HOLYOKE,MA010405842 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

JAMESON SINGERS

PO BOX 29
ARLINGTON,MA02476 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 500

JUNIPER OUTREACH FOUNDATION

PO BOX 91
PAXTON,MA016120091 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

JACOB'S PILLOW DANCE FESTIVAL

358 GEORGE CARTER ROAD
BECKET,MA012234001 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 4,000

JULIE'S FAMILY LEARNING PROGRAM

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

KENNEDY CENTER FOR THE PERFORMING ARTS

2700 F STREET NW
WASHINGTON,DC20566 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 50,000

LA COLABORATIVA

318 BROADWAY
CHELSEA,MA021502808 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

LARZ ANDERSON AUTO MUSEUM

15 NEWTON STREET
BROOKLINE,MA024457406 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

LAZARUS HOUSE MINISTRIES

PO BOX 408
LAWRENCE,MA01842 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,750

LET'S GET READY

89 SOUTH STREET SUITE 401
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 10,000

LITERATIONS

25 KINGSTON STREET FLOOR 4
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 10,000

LIVING DESERT

47900 PORTOLA AVENUE
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 56,500

LLOYD CENTER FOR THE ENVIRONMENT

430 POTOMSKA ROAD
DARTMOUTH,MA027481326 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 500

LYNN MUSEUM

590 WASHINGTON STREET
LYNN,MA019011406 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

MARTHA'S VINEYARD PRESERVATION TRUST

PO BOX 5277
EDGARTOWN,MA025395277 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 400

MASS GENERAL BRIGHAM

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

MEDICAL DEBT RESOLUTION

28-07 JACKSON AVENUE 5TH FLOOR
LONG ISLAND CITY,NY111013459 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 15,000

MENTOR THE NATIONAL MENTORING PARTNERSHIP

201 SOUTH STREET SUITE 615
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR MENTORING. 50,000

MAMA'S HOUSE

PO BOX 1816
PALM DESERT,CA922611816 		NONE PUBLIC CHARITIES FOR COMMUNITY. 25,000

MARITIME GLOUCESTER

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

MARTHA'S VILLAGE AND KITCHEN

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

MASS AUDUBON

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

MASS MENTORING PARTNERSHIP

75 KNEELAND STREET 11TH FLOOR
BOSTON,MA02111 		NONE PUBLIC CHARITIES FOR MENTORING. 10,000

MASSACHUSETTS DESIGN ART & TECHNOLOGY INSTITUTE

336 ACUSHNET AVENUE SUITE C
NEW BEDFORD,MA027406393 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 10,500

MASSACHUSETTS GOLF ASSOCIATION

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

MASSACHUSETTS HISTORICAL SOCIETY

1154 BOYLSTON STREET
BOSTON,MA022153631 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

MASSACHUSETTS HOUSING AND SHELTER ALLIANCE

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

MASSACHUSETTS INSTITUTE OF TECHNOLOGY MUSEUM

314 MAIN STREET BUILDING E28
CAMBRIDGE,MA02142 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

MASSACHUSETTS LAW REFORM INSTITUTE

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

MASSACHUSETTS NONPROFIT NETWORK

2 ATLANTIC AVENUE
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR MEMBERSHIPS AND SUBS. 20,500

MCCALLUM THEATRE

73000 FRED WARING DRIVE
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR COMMUNITY. 30,000

MEADOWBROOK SCHOOL OF WESTON

10 FARM ROAD
WESTON,MA024932493 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 5,000

MEDWAY COMMUNITY FARM

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

MERRIMACK VALLEY YMCA

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

MIDDLESEX SCHOOL

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

MORE THAN WORDS

56 FELTON STREET
WALTHAM,MA02453 		NONE PUBLIC CHARITIES FOR COMMUNITY. 15,000

MUSEUM OF AFRICAN AMERICAN HISTORY

31 MILK STREET
BOSTON,MA021095125 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

MUSEUM OF FINE ARTS

465 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 7,000

MUSEUM OF SCIENCE

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

MUSIC AND YOUTH INITIATIVE

398 COLUMBUS AVENUE PBM 307
BOSTON,MA021166008 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 1,000

NEW BEDFORD LIGHT

127 WEST RODNEY FRENCH BOULEVARD
NEW BEDFORD,MA027441623 		NONE PUBLIC CHARITIES FOR COMMUNITY. 1,000

NATIVITY PREPARATORY SCHOOL

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

NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD

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

NATIVITY SCHOOL OF WORCESTER

67 LINCOLN STREET
WORCESTER,MA016052634 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 68,000

NEIGHBORHOOD VILLAGES

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

NEW BEDFORD WHALING MUSEUM

18 JOHNNY CAKE HILL
NEW BEDFORD,MA027406398 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 8,000

NEW ENGLAND AQUARIUM

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

NEW ENGLAND CENTER AND HOME FOR VETERANS

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

NORTHEAST ARC

1 SOUTHSIDE ROAD
DANVERS,MA019231973 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

OLD COLONY HISTORY MUSEUM

66 CHURCH GREEN
TAUNTON,MA02780 		NONE OPERATING FOUNDATION FOR ARTS AND CULTURE. 1,000

OLIVE CREST

42580 CAROLINE COURT
PALM DESERT,CA92211 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 52,500

OPERATION ABLE

98 N WASHINGTON STREET SUITE 200
BOSTON,MA02114 		NONE PUBLIC CHARITIES FOR COMMUNITY. 20,000

OUR SISTERS' SCHOOL

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

PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA

815 SECOND AVENUE
NEW YORK,NY100174503 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 2,500

PALM SPRINGS AIR MUSEUM

745 NORTH GENE AUTRY TRAIL
PALM SPRINGS,CA92262 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

PALM SPRINGS ART MUSEUM

101 MUSEUM DRIVE
PALM SPRINGS,CA922632310 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 30,000

PALM SPRINGS INTERNATIONAL FILM SOCIETY

1700 EAST TAHQUITZ CANYON WAY SUITE
3
PALM SPRINGS,CA922627158 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 50,500

PALM SPRINGS POLICE MEMORIAL FOUNDATION

180 NORTH LURING DRIVE
PALM SPRINGS,CA922626839 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

PARACLETE FOUNDATION

7 MAYNARD STREET
ARLINGTON,MA02474 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 5,000

PARTNERS FOR YOUTH WITH DISABILITIES

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

PEABODY ESSEX MUSEUM

161 ESSEX STREET
SALEM,MA01970 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 8,000

PEGASUS THERAPEUTIC RIDING

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

PHILANTHROPY MASSACHUSETTS

133 FEDERAL STREET SUITE 802
BOSTON,MA021101703 		NONE PUBLIC CHARITIES FOR MEMBERSHIPS AND SUBS. 12,250

PINE STREET INN

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

PINGREE SCHOOL

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

PIONEER INSTITUTE FOR PUBLIC POLICY RESEARCH

185 DEVONSHIRE STREET SUITE 1101
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 30,000

PLANNING OFFICE FOR URBAN AFFAIRS

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

POPE ST JOHN XXIII NATIONAL SEMINARY

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

PRISONERS' LEGAL SERVICES

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

PROJECT BREAD

145 BORDER STREET
EAST BOSTON,MA02128 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

PROJECT NEW HOPE

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

PROJECT PLACE

1145 WASHINGTON STREET
BOSTON,MA021182107 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 25,000

REACH BEYOND DOMESTIC VIOLENCE

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

RESCUE INC

6 CHESTNUT STREET
AMESBURY,MA019133025 		NONE PUBLIC CHARITIES FOR COMMUNITY. 500

RESCUE ROAD

17200 CHENAL PARKWAY BOX 171 STE 30
LITTLE ROCK,AR722235958 		NONE PUBLIC CHARITIES FOR COMMUNITY. 5,000

RONALD MCDONALD HOUSE CHARITIES OF NEW ENGLAND

45 GAY STREET
PROVIDENCE,RI029052322 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 1,000

ROOM TO DREAM FOUNDATION

1188 CENTRE STREET
NEWTON,MA024591556 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 1,000

RED SOX FOUNDATION

4 JERSEY STREET
BOSTON,MA02215 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 12,000

REVOLUTIONARY SPACES

310 WASHINGTON STREET
BOSTON,MA021084639 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 5,000

ROSE KENNEDY GREENWAY CONSERVANCY

185 KNEELAND STREET
BOSTON,MA021112712 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 14,000

ROSIE'S PLACE

889 HARRISON AVENUE
BOSTON,MA02118 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

SE MA VETERANS HOUSING PROGRAM

1297 PURCHASE STREET
NEW BEDFORD,MA02740 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

SQUASHBUSTERS

795 COLUMBUS AVENUE
ROXBURY CROSSING,MA021202108 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 60,000

ST AIDAN'S CHAPEL OF DARTMOUTH

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

STAY N PLAY CHILDREN'S MUSEUM

27 PERKINS STREET
BRIDGEWATER,MA023241615 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,500

SACRED HEART CHURCH AND CATHOLIC SCHOOL

43-775 DEEP CANYON ROAD
PALM DESERT,CA92260 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 25,000

SAINT FRANCIS HOUSE

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

SAINT JOSEPH CHURCH

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

SAINT SEBASTIAN'S SCHOOL

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

SCHWARTZ CENTER

100 CAMBRIDGE STREET SUITE 2100
BOSTON,MA02114 		NONE PUBLIC CHARITIES FOR HEALTHCARE. 10,000

SILVER LINING MENTORING

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

SKATING CLUB OF BOSTON

750 UNIVERSITY AVENUE
NORWOOD,MA02062 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

SOUTHCOAST COMMUNITY FOUNDATION

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

SPELLMAN MUSEUM OF STAMPS & POSTAL HISTORY

241 WELLESLEY STREET
WESTON,MA024931572 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,500

SPONTANEOUS CELEBRATIONS

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

ST JOHN'S FOOD FOR THE POOR

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

ST MARY'S CENTER FOR WOMEN AND CHILDREN

90 CUSHING AVENUE
DORCHESTER,MA02125 		NONE PUBLIC CHARITIES FOR COMMUNITY. 21,500

ST MARY'S OF THE ASSUMPTION PARISH

5 LINDEN PLACE
BROOKLINE,MA02445 		NONE PUBLIC CHARITIES FOR RELIGIOUS. 5,000

THE GIRLFRIEND FACTOR

77734 COUNTRY CLUB DRIVE
E PALM DESERT,CA922110479 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 2,500

TECH GOES HOME

867 BOYLSTON STREET FLOOR 5
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR COMMUNITY. 20,000

THE RANCH RECOVERY CENTERS INC

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

THE SPORTS MUSEUM

100 LEGENDS WAY
BOSTON,MA02114 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 9,000

THE SUMMER CAMP

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

TOP NOTCH SCHOLARS

60 ISLAND STREET SUITE 200
LAWRENCE,MA01840 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 5,000

TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 9,000

USS CONSTITUTION MUSEUM

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

UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY

51 SLEEPER STREET
BOSTON,MA022101208 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

VANDERBILT UNIVERSITY

401 KIRKLAND HALL
NASHVILLE,TN37240 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 3,000

VETERANS INC

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

VETERANS LEGAL SERVICES

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

WEBSTER MUSEUMS INC

31 RAY STREET
WEBSTER,MA01570 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

WILLARD HOUSE AND CLOCK MUSEUM

11 WILLARD STREET
NORTH GRAFTON,MA015362011 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 3,000

WANDERING SCHOLAR

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

WENHAM MUSEUM

132 MAIN STREET
WENHAM,MA01984 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 2,000

WEST END HOUSE

105 ALLSTON STREET
ALLSTON,MA02134 		NONE PUBLIC CHARITIES FOR MENTORING. 22,500

WHOLESCHOOL MINDFULNESS

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

WILLIAMS COLLEGE

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

WOMEN'S LUNCH PLACE

67 NEWBURY STREET
BOSTON,MA02116 		NONE PUBLIC CHARITIES FOR COMMUNITY. 10,000

WORCESTER COUNTY FOOD BANK

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

WORCESTER HISTORICAL MUSEUM

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

WORLD CENTRAL KITCHEN

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

XAVIER COLLEGE PREPARATORY HIGH SCHOOL

34-200 COOK STREET
PALM DESERT,CA92211 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 35,000

YMCA OF GREATER BOSTON

18 TREMONT STREET
BOSTON,MA02108 		NONE PUBLIC CHARITIES FOR COMMUNITY. 145,000

ZOO NEW ENGLAND

ONE FRANKLIN PARK ROAD
BOSTON,MA02121 		NONE PUBLIC CHARITIES FOR THE ENVIRONMENT. 3,000
Total .................................right arrow 3a 3,959,100
bApproved for future payment

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

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

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

KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NW
WASHINGTON,DC20566 		NONE PUBLIC CHARITIES FOR ARTS AND CULTURE. 160,000

RED SOX FOUNDATION
4 JERSEY STREET
BOSTON,MA02215 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 24,000

SQUASHBUSTERS
795 COLUMBUS AVENUE
ROXBURY CROSSING,MA021202108 		NONE PUBLIC CHARITIES FOR YOUTH PROGRAMMING. 100,000

OLIVE CREST
42580 CAROLINE COURT
PALM DESERT,CA92211 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 200,000

YMCA OF GREATER BOSTON
316 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE PUBLIC CHARITIES FOR COMMUNITY. 100,000

ENGLISH FOR NEW BOSTONIANS
185 DEVONSHIRE STREET SUITE 1101
BOSTON,MA02110 		NONE PUBLIC CHARITIES FOR EMPOWERMENT. 100,000

BELLESINI ACADEMY
PO BOX 1021
LAWRENCE,MA01840 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 20,000

NATIVITY SCHOOL OF WORCESTER
67 LINCOLN STREET
WORCESTER,MA016052634 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 20,000

NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
66 SPRING STREET
NEW BEDFORD,MA027405957 		NONE PUBLIC CHARITIES FOR EDUCATIONAL PROGRAMS. 15,000
Total ................................. right arrow 3b 1,489,000
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 ........... 		    14 334,712  
4 Dividends and interest from securities .... 523000   14 1,761,110  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property..... 523000   16 -150,317  
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 523000   01 1,110,344  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000   18 2,822,908  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,878,757 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,878,757
(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)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES AND TAX PREPARATION 94,080 56,448   37,632
CONSULTING 138,050 82,830   55,220

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

TY 2023 DepreciationSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
SOFTWARE 2003-06-27 24,769 24,769 SL 5.000000000000 0 0    
WEBSITE DEVELOPMENT 2007-06-15 11,854 11,854 200DB 3.000000000000 0 0    
FURNITURE 2007-07-01 3,475 3,475 SL 7.000000000000 0 0    
COMPUTER EQUIPMENT 2007-07-01 12,127 12,127 SL 5.000000000000 0 0    
EQUIPMENT 2008-01-17 3,297 3,297 SL 5.000000000000 0 0    
FURNITURE 2009-01-12 790 790 SL 7.000000000000 0 0    
FURNITURE 2009-12-16 880 880 SL 7.000000000000 0 0    
WEBSITE DEVELOPMENT 2009-10-01 6,602 6,602 SL 3.000000000000 0 0    
HP COMPUTER BUNDLE 2010-07-31 21,395 21,395 SL 5.000000000000 0 0    
CYBER GRANTS SOFTWARE 2010-04-21 19,250 19,250 SL 5.000000000000 0 0    
ENVIRONMENT @ WORK BUNDLE 2010-07-31 58,273 58,273 SL 7.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2010-07-31 119,021 119,021 SL 5.000000000000 0 0    
WEB SITE 2011-03-30 1,955 1,955 SL 3.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2011-06-17 1,063 1,063 SL 5.000000000000 0 0    
FURNITURE 2011-07-15 8,909 8,909 SL 7.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2011-05-06 4,350 4,350 SL 5.000000000000 0 0    
COMPUTER ROUTER 2013-01-29 1,213 1,213 SL 5.000000000000 0 0    
BACK UP UNIT 2014-10-08 2,500 2,500 SL 5.000000000000 0 0    
NEW COMPUTER SERVER 2015-10-01 14,577 14,577 SL 5.000000000000 0 0    
DELL COMPUTER 2016-04-03 1,015 1,015 SL 5.000000000000 0 0    
WEB SITE 2016-02-24 28,850 28,850 SL 3.000000000000 0 0    
COMPUTER EQUIPMENT 2017-07-19 1,520 1,520 SL 5.000000000000 0 0    
COMPUTER EQUIPMENT 2019-04-23 1,506 1,054 SL 5.000000000000 301 0    

TY 2023 GeneralExplanationAttachment
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Identifier Return Reference Explanation
SUBORDINATE CONSOLIDATION EXPLANATION FORM 990-PF UNDER SECTION 1504(E), TWO OR MORE ORGANIZATIONS EXEMPT FROM TAXATION UNDER SECTION 501 - ONE OR MORE OF WHICH IS DESCRIBED IN SECTION 501(C)(2) AND THE OTHERS OF WHICH DERIVE INCOME FROM SUCH 501(C)(2) ORGANIZATIONS, SHALL BE CONSIDERED AS INCLUDIBLE CORPORATIONS FOR THE PURPOSE OF THE APPLICATION OF SUBSECTION (A) TO SUCH ORGANIZATION ALONE. AS A RESULT A 501(C)(2) MAY FILE A CONSOLIDATED INCOME TAX RETURN WITH ITS TAX-EXEMPTPARENT.THIS CONSOLIDATED RETURN CONTAINS THE TAX INFORMATION FOR:THE HIGHLAND STREET CONNECTION 04-3048298 PARENT 501(C)(3)REAL ESTATE EDUCATIONAL FACILITIES, INC. 04-3552218 SUBSIDIARY 501(C)(2)ELEPHANT HOUSE FOUNDATION, INC. 41-2031284 SUBSIDIARY 501(C)(2)
PART VI-B, LINE 1A(4) FORM 990-PF, PART VI-B, LINE 1A(4) THE TRUSTEES ARE REIMBURSED BY HIGHLAND STREET FOR EXPENSES THEY INCUR IN CARRYING OUT THE EXEMPT PURPOSE OF THE ORGANIZATION.

TY 2023 InvestmentsCorpStockSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Name of Stock End of Year Book Value End of Year Fair Market Value
BOSTON PARTNERS EQUITIES 4,863,567 6,617,385
SANDS CAPITAL MANAGEMENT 1,548,934 2,632,259
SYKES DATRONICS 3,055 3,055

TY 2023 InvestmentsOtherSchedule2
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COLLECTIBLES AND ARTWORK AT COST 38,291 38,291
LEXINGTON CAPITAL PARTNERS FMV 374,298 119,440
PATRON CAPITAL III & IV FMV 429,687 125,752
SANKATY CREDIT OPPORTUNITIES (OFFSHORE) IV FMV 741 741
VANGUARD EMERGING MKT STOCK INDEX FMV 2,889,847 2,598,280
VANGUARD FIXED 500 INDEX FMV 4,928,293 7,111,590
IR&M US BANK FMV 3,989,578 3,588,325

TY 2023 LandEtcSchedule2
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
SOFTWARE 24,769 24,769 0  
WEBSITE DEVELOPMENT 11,854 11,854 0  
FURNITURE 3,475 3,475 0  
COMPUTER EQUIPMENT 12,127 12,127 0  
EQUIPMENT 3,297 3,297 0  
FURNITURE 790 790 0  
FURNITURE 880 880 0  
WEBSITE DEVELOPMENT 6,602 6,602 0  
HP COMPUTER BUNDLE 21,395 21,395 0  
CYBER GRANTS SOFTWARE 19,250 19,250 0  
ENVIRONMENT @ WORK BUNDLE 58,273 58,273 0  
LEASEHOLD IMPROVEMENTS 119,021 119,021 0  
WEB SITE 1,955 1,955 0  
LEASEHOLD IMPROVEMENTS 1,063 1,063 0  
FURNITURE 8,909 8,909 0  
LEASEHOLD IMPROVEMENTS 4,350 4,350 0  
COMPUTER ROUTER 1,213 1,213 0  
BACK UP UNIT 2,500 2,500 0  
NEW COMPUTER SERVER 14,577 14,577 0  
DELL COMPUTER 1,015 1,015 0  
WEB SITE 28,850 28,850 0  
COMPUTER EQUIPMENT 1,520 1,520 0  
COMPUTER EQUIPMENT 1,506 1,355 151  


TY 2023 LegalFeesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,442 0   1,442


TY 2023 MortgagesAndNotesPayableSch
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Total Mortgage Amount:  

Item No. 1
Lender's Name US BANK (LINE OF CREDIT)
Lender's Title  
Relationship to Insider NONE
Original Amount of Loan 6,000,000
Balance Due 10,000,000
Date of Note 2020-03
Maturity Date  
Repayment Terms DEMAND
Interest Rate 1.050000000000
Security Provided by Borrower CASH AND SECURITIES IN INVESTMENT ACCOUNT
Purpose of Loan LEND TO 501(C)(3) - SEE NOTES RECEIVABLE
Description of Lender Consideration CASH AND SECURITIES
Consideration FMV  


TY 2023 OtherAssetsSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT - PARTNERSHIPS 34,520,308 37,606,856 48,539,203


TY 2023 OtherExpensesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 534 0   534
OFFICE SUPPLIES AND EXPENSES 5,533 0   5,533
PORTFOLIO DEDUCTIONS - K-1'S 381,204 381,204   0
TELEPHONE 8,792 0   8,792
NONDEDUCTIBLE PORTION OF DONATIONS 750 0   750
POSTAGE AND COURIER SERVICE 2,180 0   2,180
INSURANCE 21,874 0   21,874
EXPENSES RELATED TO TADPOLE PLAYGROUND & PROGRAMS 55,998 0   55,998
DUES AND SUBSCRIPTIONS 9,494 0   9,494
DONATIONS PER K-1'S 146 0   146
COMPUTER & WEB EXPENSES 17,703 0   17,703
COMMUNITY IMPACT CONSULTANTS PROGRAM 224,499 0   224,499
PHOTOCOPIER LEASE 3,893 0   3,893
SECURITY 2,303 0   2,303
PAYROLL FEES 6,822 0   6,822
HOLIDAY PROGRAM 21,833 0   21,833
59(E)(2) EXPENDITURES PER K-1'S 33,303 33,303   0
HIGHLAND HITTERS - RED SOX 26,407 0   26,407
HIGHLAND HAT TRICKS - BRUINS 28,014 0   28,014
HIGHLAND HOOPS - CELTICS 23,339 0   23,339
ROYALTY EXPENSES PER K-1'S 12,094 12,094   0
HIGHLAND HEADERS - REVOLUTION 21,534 0   21,534
SPECIAL EVENTS 21,936 0   21,936
OUT OF THE PARK PROGRAM 19,703 0   19,703
WINTER CAMP 13,532 0   13,532
LET'S GET ROLLING 28,308 0   28,308
JAM WEI 3,962 0   3,962
NET RENTAL LOSS PER K-1S 150,318 150,318   0


TY 2023 OtherIncomeSchedule2
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME PER K-1'S 6,198 6,198 6,198
OTHER LOSSES PER K-1'S -34,433 -34,433 -34,433
CANCELLATION OF DEBT PER K-1'S 27 27 27
SEC 988 PER K-1'S -1,673 -1,673 -1,673
OTHER PORTFOLIO INCOME PER K-1'S 514,410 514,410 514,410
OTHER INVESTMENT INCOME 51,428 51,428 51,428
SEC 1296 PER K-1'S 337,617 337,617 337,617
OTHER INCOME 163,117 163,117 163,117
TAX REFUNDS FROM INVESTMENTS 73,653 73,653 73,653


TY 2023 OtherLiabilitiesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 11,457 2,402
EMPLOYEE WITHHOLDINGS - FSA 692 427


TY 2023 OtherProfessionalFeesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 200,000 200,000   0
INVESTMENT FEES 193,864 193,864   0


TY 2023 TaxesSchedule
Name:
HIGHLAND STREET CONNECTION
 
AND SUBSIDIARIES
EIN:
04-3048298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FED EXCISE TAX ON INVEST INCOME & UBTI 70,137 0   0
MASS FORM PC & ANNUAL REPORTS 600 0   0
FOREIGN TAX WITHHELD 62,462 62,462   0
PAYROLL TAXES 52,795 3,930   48,865
OTHER TAX PAYMENTS 16,880 16,880   0