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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
YAWKEY FOUNDATION II
 
Number and street (or P.O. box number if mail is not delivered to street address)100 LOWDER BROOK DR STE 2800 2800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTWOOD, MA02090
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$467,408,406J 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 592,395 592,395  
4 Dividends and interest from securities... 7,235,548 7,235,548  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,185,251
b Gross sales price for all assets on line 6a 207,271,839
7 Capital gain net income (from Part IV, line 2)... 20,547,341
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
23,648 1,459,393 0
12 Total. Add lines 1 through 11........ 36,036,842 29,834,677 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,938,347 629,384 0 1,308,963
14 Other employee salaries and wages...... 562,688 207,126 0 355,562
15 Pension plans, employee benefits....... 1,044,985 384,659 0 660,326
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
55,455 20,413 0 35,042
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
142,104 42,279 0 72,575
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
949,318 839,289 0 110,029
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
600,985 163,481 0 0
19 Depreciation (attach schedule) and depletion... 3,375 1,242 0
20 Occupancy.............. 178,295 65,631 0 112,664
21 Travel, conferences, and meetings....... 50,530 16,363 0 34,167
22 Printing and publications.......... 901 332 0 569
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
141,533 41,819 0 99,714
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,668,516 2,412,018 0 2,789,611
25 Contributions, gifts, grants paid....... 19,106,806 19,106,806
26 Total expenses and disbursements. Add lines 24 and 25 24,775,322 2,412,018 0 21,896,417
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,261,520
b Net investment income (if negative, enter -0-) 27,422,659
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 704,696 966,939 966,939
2 Savings and temporary cash investments......... 4,729,725 16,915,613 16,915,613
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) 15,014,852 Click to see attachment
List of Attached Documents:
// Content
10,419,579 		10,419,579
b Investments—corporate stock (attach schedule)....... 252,437,024 Click to see attachment
List of Attached Documents:
// Content
263,103,455 		263,103,455
c Investments—corporate bonds (attach schedule)....... 28,631,082 Click to see attachment
List of Attached Documents:
// Content
44,186,153 		44,186,153
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).......... 146,858,776 Click to see attachment
List of Attached Documents:
// Content
131,798,675 		131,798,675
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
37,402 		Click to see attachment
List of Attached Documents:
// Content
17,992 		Click to see attachment
List of Attached Documents:
// Content
17,992
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 448,413,557 467,408,406 467,408,406
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........... 448,413,557 467,408,406
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)..... 448,413,557 467,408,406
30 Total liabilities and net assets/fund balances (see instructions). 448,413,557 467,408,406
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
448,413,557
2
Enter amount from Part I, line 27a .....................
2
11,261,520
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,733,329
4
Add lines 1, 2, and 3 ..........................
4
467,408,406
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
467,408,406
Form 990-PF (2024)
Form 990-PF (2024)
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-C, L.P. P    
d AFSF II SELLER (OFFSHORE) LP P    
e ANOMALY CAP INTERNATIONAL P 2021-01-04  
ANRP II (AIV -L DEE III C), L.P. P    
ANRP II (BEL CONDUIT TE), L.P. P    
ANRP II 892/TE (AIV-A), L.P. P    
ANRP II 892/TE (AIV-AM), L.P. P    
ANRP III (DEBT AIV II), L.P. P    
APOLLO NATURAL RESOURCES PARTNERS II, L.P. P    
APOLLO NATURAL RESOURCES PARTNERS III, L.P. P    
AQUILINE FINANCIAL SERVICES FUND II, LP P    
AUBREY GEMS PARTNERS, LP P 2022-02-28 2024-03-05
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    
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    
CSCP IV CAPSOL AIV - B, L.P. P    
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. P    
EQUITY RESOURCE FUND 2013, L.P. P    
EQUITY RESOURCE FUND 2017 HOLDINGS LLC SERIES 3 P    
EQUITY RESOURCE FUND 2018, LLC P    
EQUITY RESOURCE FUND 2020, LLC P    
EQUITY RESOURCE FUND B 2022 LLC P    
FOREIGN CURRENCY LOSS P    
GQG PARTNERS EMERGING MARKETS EQUITY FUND - GQG PARTNERS SERIES LLC P    
IR&M CORE BOND FUND II LLC P    
IR&M LONG GOVERNMENT/CREDIT FUND LLC P 2022-11-23 2024-01-31
KAYNE PRIVATE ENERGY INCOME FUND III, L.P. P    
LAURION CAPITAL LTD P 2021-07-29 2024-10-24
MONOGRAM CAPITAL PARTNERS II, LP P    
NATURAL GAS PARTNERS IX LP P    
PEAK ROCK CAPITAL CREDIT FUND II-A LP P    
PEAK ROCK CAPITAL FUND II-A LP P    
PEAK ROCK REAL ESTATE FUND I LP P    
PUBLICLY TRADED SECURITIES      
SPARK CAPITAL VII, L.P. P    
(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     845,191 -845,191
b     1,885 -1,885
c 4,930,771     4,930,771
d 1,632,662     1,632,662
e 8,322,539   6,263,013 2,059,526
258,089     258,089
28,757     28,757
    10,987 -10,987
734     734
    20 -20
    293,779 -293,779
236,042     236,042
    2,326,680 -2,326,680
3,180,503     3,180,503
56,147   70,710 -14,563
27,064     27,064
    3,186 -3,186
    25,050 -25,050
16,934     16,934
    19,319 -19,319
146,891     146,891
10     10
331,513     331,513
222,156     222,156
    46,522 -46,522
140,371     140,371
94,909     94,909
    8,498 -8,498
    1,765 -1,765
    925,615 -925,615
    93,599 -93,599
583,793     583,793
111     111
10,663,281   11,670,208 -1,006,927
    922,832 -922,832
    383,856 -383,856
32,279     32,279
1,460,435     1,460,435
328,977     328,977
118,509,608   106,761,980 11,747,628
17,460     17,460
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       -845,191
b       -1,885
c       4,930,771
d       1,632,662
e       2,059,526
      258,089
      28,757
      -10,987
      734
      -20
      -293,779
      236,042
      -2,326,680
      3,180,503
      -14,563
      27,064
      -3,186
      -25,050
      16,934
      -19,319
      146,891
      10
      331,513
      222,156
      -46,522
      140,371
      94,909
      -8,498
      -1,765
      -925,615
      -93,599
      583,793
      111
      -1,006,927
      -922,832
      -383,856
      32,279
      1,460,435
      328,977
      11,747,628
      17,460
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 20,547,341
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) 1 381,175
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........................... 3 381,175
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- ..... 5 381,175
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 521,737
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.............. 7 521,737
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 10 140,562
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow40,562 Refundedright arrow 11 100,000
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrow100 LOWDER BROOK DRIVE - STE 2800WESTWOODMA ZIP+4right arrow02090
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
9.00 		86,000 9,166 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
CHARLES CLOUGH JR TRUSTEE
3.00 		38,000 0 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
DEBRA MCNULTY TRUSTEE
3.00 		44,000 0 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
GEORGE R NEBLE TRUSTEE
5.00 		60,000 0 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
JAMES P HEALEY TRUSTEE
7.00 		67,000 18,332 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
JUDITH WALDEN SCARAFILE TRUSTEE
3.00 		44,000 0 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
JUSTIN P MORREALE TRUSTEE
4.00 		54,000 0 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
MYECHIA MINTER-JORDAN TRUSTEE
3.00 		44,000 0 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
REV DR RAY HAMMOND TRUSTEE
3.00 		46,000 0 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
VANESSA CALDERON-ROSADO TRUSTEE
2.00 		41,000 0 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
WILLIAM B GUTFARB TRUSTEE
3.00 		44,000 18,406 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
MAUREEN H BLEDAY TRUSTEE / CHIEF EXECUTIVE OFFICER
40.00 		420,394 179,659 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
JOHN M REDMOND CFO / TREASURER
40.00 		281,623 141,671 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
JOHN A DESISTO CHIEF INVESTMENT OFFICER
40.00 		197,031 73,691 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
ALICIA K VERITY CPO / CCO / BOARD SECRETARY
40.00 		306,112 161,982 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
MAICHARIA WEIR LYTLE CPO ELECT
40.00 		165,187 29,224 0
100 LOWDER BROOK DRIVE - SUITE 2800
WESTWOOD,MA02090
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 		120,241 86,112 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
MARYBETH CONNOLLY INVESTMENT DIRECTOR
33.00 		166,403 33,281 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
HIRUT M GEWE CONTROLLER
33.00 		122,363 73,034 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
NICHOLAS CHAN DATABASE & TECHNOLOG
33.00 		91,017 52,705 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
EILEEN M KENNEDY OFFICE MANAGER
33.00 		60,325 40,959 0
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
FIDUCIENT ADVISORS LLC INVESTMENT ADVISOR 254,785
500 WEST MADISON STREET SUITE 1700
CHICAGO,IL60661
VAUGHAN NELSON PORTFOLIO MGR SVCS 179,610
600 TRAVIS STREET SUITE 3800
HOUSTON,TX770023071
COLUMBIA THREADNEEDLE INVESTMENTS PORTFOLIO MGR SVCS 176,779
290 CONGRESS STREET
BOSTON,MA02210
STATE STREET BANK AND TRUST INVESTMENT CUSTODIAN SVCS 129,360
ONE CONGRESS STREET SUITE 1
BOSTON,MA021142016
GRANT THORNTON LLP AUDIT AND TAX FEES 84,965
75 STATE STREET SUITE 13
BOSTON,MA021091827
Total number of others receiving over $50,000 for professional services.............right arrow3
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 (2024)
Form 990-PF (2024)
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
320,557,026
b
Average of monthly cash balances.......................
1b
603,258
c
Fair market value of all other assets (see instructions)................
1c
144,335,015
d
Total (add lines 1a, b, and c).........................
1d
465,495,299
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
465,495,299
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,982,429
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
458,512,870
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
22,925,644
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
22,925,644
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
381,175
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
381,175
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,544,469
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
22,544,469
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
22,544,469
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
21,896,417
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
21,896,417
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 22,544,469
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 454,572
f Total of lines 3a through e ........ 454,572
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 21,896,417
a Applied to 2023, 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 2024 distributable amount..... 21,896,417
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 454,572 454,572
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		193,480
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KAREN GREENE
100 LOWDER BROOK DRIVE SUITE 2800
WESTWOOD,MA02090
(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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A SPORTING CHANCE INC

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

ACCELERATED COLLGE EXPERIENCES INC

769 CENTRE STREET SUITE 205
JAMAICA PLAIN,MA02130 		N/A PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 15,000

ADAPTIVE SPORTS NEW ENGLAND INC

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

AGGANIS FOUNDATION INC

85 EXCHANGE ST SUITE 218
LYNN,MA01901 		N/A PC SCHOLARSHIP PROGRAM 10,000

AIKEN HORSE PARK FOUNDATION

931 POWDERHOUSE ROAD
AIKEN,SC29803 		N/A POF SUPPORT OF EQUESTRIAN PROGRAM 15,000

AIKEN LAND CONSERVANCY

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

AMAZING GRACE OF CAPE COD INC

PO BOX 636
CENTERVILLE,MA02632 		N/A PC RECREATION & ENRICHMENT CAMP OPPORTUNITIES FOR UNDERSERVED YOUTH 15,000

ARTISTS FOR HUMANITY INC

100 WEST SECOND STREET
BOSTON,MA02127 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY

41 BERKELEY STREET
BOSTON,MA02116 		N/A PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 500,000

BETHANY HEALTH CARE CENTER

97 BETHANY RD
FRAMINGHAM,MA01702 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 25,000

BLESSED STEPHEN BELLESINI OSA ACADEMY INC

PO BOX 1021
LAWRENCE,MA01842 		N/A PC SUPPORT FOR SCHOOL FACILITY RENOVATIONS 30,000

BMA TENPOINT INC

2010 COLUMBUS AVENUE
ROXBURY,MA02119 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 200,000

BOSTON AREA GLEANERS INC

91 MARTIN STREET
ACTON,MA017203533 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 25,000

BOSTON CHILDREN'S MUSEUM

308 CONGRESS ST
BOSTON,MA02210 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 100,000

BOSTON COMMUNITY PEDIATRICS

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

BOSTON DEBATE LEAGUE

1542 TREMONT ST
BOSTON,MA021202929 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 40,000

BOSTON FOUNDATION INC

75 ARLINGTON STREET
BOSTON,MA02116 		N/A PC YAWKEY SCHOLARS PROGRAM 521,056

BOSTON FOUNDATION INC

75 ARLINGTON STREET
BOSTON,MA02116 		N/A PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 100,000

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC

780 ALBANY ST
BOSTON,MA02118 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 75,000

BOSTON HOME INC

2049 DORCHESTER AVENUE
BOSTON,MA02124 		N/A PC CAPITAL PROJECT TO ENHANCE OPPORTUNITY FOR PEOPLE WITH DISABILITIES 50,000

BOSTON LANDMARKS ORCHESTRA INC

PO BOX 441160
SOMERVILLE,MA02144 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 30,000

BOSTON MEDICAL CENTER CORPORATION

960 MASSACHUSETTS AVE 2ND FLOOR
BOSTON,MA021182693 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 250,000

BOSTON PARK LEAGUE INC

27 DONEGAL WAY
MANSFIELD,MA02048 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 25,000

BOSTON POLICE ATHLETIC LEAGUE INC

PO BOX 220645
DORCHESTER,MA02120 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 25,000

BOSTON SYMPHONY ORCHESTRA INC

301 MASSACHUSETTS AVENUE
BOSTON,MA02115 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 40,000

BOYS & GIRLS CLUB OF GREATER NEW BEDFORD INC

166 JENNEY STREET
NEW BEDFORD,MA02744 		N/A PC CAPITAL RENOVATIONS TO CLUBHOUSE SERVING VULNERABLE YOUTH 20,000

BOYS AND GIRLS CLUB OF METRO SOUTH INC

19 COURT STREET
TAUNTON,MA02780 		N/A PC CAPITAL RENOVATIONS TO CLUBHOUSES SERVING VULNERABLE YOUTH 100,000

BOYS AND GIRLS CLUBS OF BOSTON INC

200 HIGH STREET 3RD FLOOR
BOSTON,MA02110 		N/A PC CAPITAL RENOVATIONS TO CLUBHOUSE SERVING VULNERABLE YOUTH 100,000

BOYS AND GIRLS CLUBS OF DORCHESTER INC

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

BOYS AND GIRLS CLUBS OF METROWEST INC

169 PLEASANT STREET
MARLBOROUGH,MA01752 		N/A PC CAPITAL RENOVATIONS TO CLUBHOUSE SERVING VULNERABLE YOUTH 50,000

BRIDGE OVER TROUBLED WATERS INC

47 WEST STREET
BOSTON,MA02111 		N/A PC WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH 70,000

BROCKTON HOSPITAL INC

680 CENTRE STREET
BROCKTON,MA02302 		N/A PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 50,000

CAMP HARBOR VIEW FOUNDATION INC

79 NEWBURY STREETC/O CONNORS FAMILY
OFFICE
BOSTON,MA02116 		N/A PC CAPITAL RENOVATIONS TO NEW CO-LOCATED FACILITY FOR CAMP & YOUTH ENRICHMENT PROGRAMS 2,500,000

CAMP HARBOR VIEW FOUNDATION INC

79 NEWBURY STREETC/O CONNORS FAMILY
OFFICE
BOSTON,MA02116 		N/A PC RECREATIONAL AND ENRICHMENT PROGRAMS FOR YOUTH 50,000

CAPE COD BASEBALL LEAGUE INC

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

CAPE COD COUNCIL OF CHURCHES INC

320 MAIN STREET
HYANNIS,MA026014003 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 20,000

CARDINAL CUSHING CENTERS INC

405 WASHINGTON STREET
HANOVER,MA02339 		N/A PC SUPPORT FOR SCHOOL FACILITY RENOVATIONS 50,000

CASA MYRNA VASQUEZ INC

451 BLUE HILL AVENUE
BOSTON,MA02121 		N/A PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 25,000

CATHEDRAL HIGH SCHOOL INC

74 UNION PARK STREET
BOSTON,MA02118 		N/A PC SUPPORT FOR SCHOOL FACILITY RENOVATIONS 100,000

CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC

275 W BROADWAY
BOSTON,MA02027 		N/A PC BASIC NEEDS CAPACITY BUILDING IN LYNN AND BROCKTON 175,000

CATHOLIC MEMORIAL SCHOOL

235 BAKER STREET
WEST ROXBURY,MA02132 		N/A PC SCHOLARSHIP PROGRAM 100,000

CATHOLIC SCHOOLS FOUNDATION INC

67 BATTERYMARCH STREET
BOSTON,MA02110 		N/A PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 100,000

CHILDRENS PLACE INC

310 BARNWELL AVENUE NE
AIKEN,SC29801 		N/A PC CAPITAL PROJECT FOR NEW BUILDING TO EXPAND PROGRAMS AND MISSION DELIVERY 25,000

CLERGY HEALTH AND RETIREMENT TRUST

66 BROOKS DRIVE
BRAINTREE,MA02184 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES 25,000

COMMUNITY ACTION COMMITTEE OF CAPE COD & ISLANDS INC

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

COMMUNITY SERVINGS INC

179 AMORY STREET
JAMAICA PLAIN,MA02130 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 50,000

CONGREGACION LEON DE JUDA

62 NORTHAMPTON ST
BOSTON,MA02118 		N/A PC CAPITAL PROJECT FOR SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000

CONGREGATION OF SISTERS OF ST JOSEPH OF BOSTON

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

COUNCIL ON FOUNDATIONS INC

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

CRISTO REY BOSTON HIGH SCHOOL INC

100 SAVIN HILL AVENUE
BOSTON,MA02125 		N/A PC CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS 35,000

CROSSROADS FOR KIDS INC

119 MYRTLE STREET
DOXBURY,MA02332 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 80,000

DANIELS TABLE INC

56 PARK STREET
FRAMINGHAM,MA01702 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 15,000

DIMOCK COMMUNITY HEALTH CENTER INC

55 DIMOCK STREET
ROXBURY,MA02119 		N/A SO III FI HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 50,000

EAST BOSTON SOCIAL CENTERS INC

68 CENTRAL SQUARE
BOSTON,MA02128 		N/A PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 25,000

ECKHART TOLLE FOUNDATION

1001 SW DISK DR SUITE 250
BEND,OR97702 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 50,000

ELEVATED THOUGHT INC

15 UNION ST STE 608
LAWRENCE,MA01840 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

EMERSON HOSPITAL

133 OLD ROAD TO NINE ACRE CORNER
CONCORD,MA017424159 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS 60,000

EMMANUEL GOSPEL CENTER INC

44 MOULTRIE STREETPO BOX 240017
DORCHESTER,MA02124 		N/A 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 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 50,000

ESPERANZA ACADEMY INC

PO BOX 8
LAWRENCE,MA01842 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 30,000

ESPLANADE ASSOCIATION INC

575 BOYLSTON ST STE 4R
BOSTON,MA021163634 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 45,000

FAMILYAID BOSTON INC

3815 WASHINGTON STREET
BOSTON,MA02130 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 100,000

FATHER BILLS & MAINSPRING INC

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

FOUNDATION TO ADVANCE CATHOLIC EDUCATION

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

FREEDOM HOUSE INC

5 CRAWFORD STREET
DORCHESTER,MA02121 		N/A PC CAPITAL RENOVATIONS TO FACILITY SERVING VULNERABLE YOUTH 25,000

FRIENDS OF ACADIA

PO BOX 45
BAR HARBOR,ME04609 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 15,000

FRIENDS OF THE ANIMAL SHELTER INC

PO BOX 2207
AIKEN,SC29802 		N/A PC SUPPORT OF ANIMAL SHELTER MISSION 20,000

FRONT PORCH ARTS COLLECTIVE OF BOSTON

560 HARRISON AVENUE SUITE 504
BOSTON,MA02118 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

FUND FOR CATHOLIC SCHOOLS INC

66 BROOKS DRIVE
BRAINTREE,MA02184 		N/A PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 100,000

GIRLS INCORPORATED OF LYNN

50 HIGH STREET
LYNN,MA019023958 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 35,000

GOOD SPORTS INC

1515 WASHINGTON STREET SUITE 300
BRAINTREE,MA02184 		N/A PC BASEBALL & SOFTBALL EQUIPMENT FOR UNDERSERVED COMMUNITIES 40,000

GREATER BOSTON INTERFAITH ORGANIZATION

PO BOX 190892
ROXBURY,MA021190018 		N/A PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS 25,000

GROW ASSOCIATES INC

68 MAZZEO DR
RANDOLPH,MA02368 		N/A PC CAPITAL RENOVATIONS TO FACILITY SERVING VULNERABLE YOUTH 45,000

HALE EDUCATION INC

80 CARBY STREET
WESTWOOD,MA020901004 		N/A PC CAPITAL PROJECT FOR NEW BUILDING TO EXPAND PROGRAMS AND MISSION DELIVERY 75,000

HOUSE OF POSSIBILITIES INC

350 WASHINGTON STREET
EASTON,MA023561202 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 10,000

HOUSING ASSISTANCE CORPORATION

460 WEST MAIN STREET
HYANNIS,MA02601 		N/A PC BASIC NEEDS (BEDS, FURNISHINGS) FOR FORMERLY HOMELESS INDIVIDUALS AND FAMILIES 25,000

HOUSING FAMILIES INC

919 EASTERN AVENUE
MALDEN,MA02148 		N/A PC CAPITAL PURCHASE (VAN) FOR PROGRAM SERVING VULNERABLE INDIVIDUALS 25,000

HYDE SQUARE TASK FORCE

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

IMMIGRANT LEARNING CENTER INC

442 MAIN STREET
MALDEN,MA02148 		N/A 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 		N/A PC CAPITAL PROJECT FOR NEW BUILDING TO EXPAND PROGRAMS AND MISSION DELIVERY 750,000

INTERFAITH SOCIAL SERVICES INC

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

ISABELLA STEWART GARDNER MUSEUM INC

25 EVANS WAY
BOSTON,MA02115 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 35,000

JEWISH COMMUNITY CENTER OF GREATER BOSTON INC

333 NAHANTON STREET
NEWTON,MA02459 		N/A PC SCHOLARSHIP PROGRAM 25,000

JUSTICE RESOURCE INSTITUTE INC

209 COLUMBUS AVENUE SUITE 301
BOSTON,MA02116 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS AND YOUTH 25,000

KRIPALU CENTER FOR YOGA & HEALTH INC

PO BOX 309
STOCKBRIDGE,MA012620309 		N/A PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 25,000

LA ALIANZA HISPANA INC

1000 MASSACHUSETTS AVENUE SUITE 101
BOSTON,MA021182606 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

LA COLABORATIVA

318 BROADWAY
CHELSEA,MA021502808 		N/A PC CAPITAL PROJECT FOR FOOD ACCESS AND HUNGER RELIEF FOR UNDERSERVED INDIVIDUALS 200,000

LAWRENCE BOYS CLUB & GIRLS CLUB INC

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

LAWRENCE CATHOLIC ACADEMY OF LAWRENCE MASSACHUSETTS INC

118 SOUTH BROADWAY
LAWRENCE,MA018431427 		N/A PC CAPITAL PROJECT FOR NEW BUILDINGS FOR SCHOOL AND RECREATION/ATHLETICS 750,000

LAZARUS HOUSE INCORPORATED

412 HAMPSHIRE ST
LAWRENCE,MA01842 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 30,000

LEARN LIVE LOVE INC

PO BOX 292
SCITUATE,MA02066 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 25,000

LOUISA MAY ALCOTTS ORCHARD HOUSE INC

399 LEXINGTON RD
CONCORD,MA017423712 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 20,000

LYNN SHELTER ASSOCIATION INC

181 UNION STREET LL102
LYNN,MA01904 		N/A PC CAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDUALS AND FAMILIES 50,000

MARGARITA MUNIZ ACADEMY FOUNDATION INC

20 CHILD STREET
JAMAICA PLAIN,MA021303223 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000

MASS GENERAL BRIGHAM INCORPORATED

243 CHARLES STREET
BOSTON,MA02114 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 5,000

MASS MENTORING PARTNERSHIP INC

75 KNEELAND ST 11TH FLOOR
BOSTON,MA02111 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 20,000

MASSACHUSETTS ADVOCATES FOR CHILDREN INC

25 KINGSTON ST 2ND FLOOR
BOSTON,MA021112200 		N/A PC PROGRAMMATIC SUPPORT AND OUTREACH FOR VULNERABLE YOUTH 25,000

MASSACHUSETTS AMATEUR SPORTS

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

MISSION OF DEEDS INC

6 CHAPIN AVE
READING,MA01867 		N/A PC BASIC NEEDS (BEDS, FURNISHINGS) FOR FORMERLY HOMELESS INDIVIDUALS AND FAMILIES 25,000

MORE THAN WORDS INC

56 FELTON STREET
WALTHAM,MA02453 		N/A PC BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED YOUTH 40,000

MUSEUM OF AFRO-AMERICAN HISTORY INC

31 MILK STREET SUITE 705
BOSTON,MA02109 		N/A PC CAPITAL PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 25,000

MY BROTHERS KEEPER INC

PO BOX 338
EASTON,MA02356 		N/A PC CAPITAL PURCHASE (TRUCK) FOR PROGRAM SERVING VULNERABLE INDIVIDUALS 60,000

MY BROTHERS KEEPER INC

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

MY BROTHER'S TABLE INC

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

MYSTIC VALLEY ELDER SERVICES

300 COMMERCIAL STREET SUITE 19
MALDEN,MA021487311 		N/A PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 10,000

NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC

25 MAIN STREET
COOPERSTOWN,NY133261160 		N/A PC DEVELOPMENT, EDUCATION, AND OUTREACH FOR BLACK BASEBALL INITIATIVE 750,000

NATIONAL CENTER OF AFRO AMERICAN ARTISTS INC

300 WALNUT AVENUE
BOSTON,MA02119 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

NATIONAL MUSEUM OF RACING INC

191 UNION AVE
SARATOGA SPRINGS,NY128663513 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 15,000

NATIVITY-BOSTON INC

39 LAMARTINE STREET
JAMAICA PLAIN,MA02130 		N/A PC CAPITAL RENOVATIONS TO FACILITY SERVING VULNERABLE YOUTH 125,000

NEW COMMONWEALTH RACIAL EQUITY AND SOCIAL JUSTICE FUND INC

67 KEMBLE STREET
ROXBURY,MA02119 		N/A PC SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR 30,000

NORTHERN ESSEX COMMUNITY COLLEGE FOUNDATION

100 ELLIOT STREET
HAVERHILL,MA01830 		N/A PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 20,000

NOTRE DAME CRISTO REY HIGH SCHOOL INC

203 LAWRENCE STREET
METHUEN,MA01844 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

NOTRE DAME EDUCATION CENTER

354 MERRIMACK ST SUITE 210
LAWRENCE,MA01843 		N/A 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 		N/A PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 25,000

PAN-MASSACHUSETTS CHALLENGE INC

77 4TH AVE
NEEDHAM,MA02494 		N/A PC HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES 125,000

PEAK GRANTMAKING INC

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

PHILANTHROPY MASSACHUSETTS INC

133 FEDERAL STREET SUITE 802
BOSTON,MA021101712 		N/A PC MEMBERSHIP ORGANIZATION FOR GRANTMAKERS 9,500

PHILANTHROPY MASSACHUSETTS INC

133 FEDERAL STREET SUITE 802
BOSTON,MA021101712 		N/A PC YAWKEY SCHOLARS PROGRAM 200,000

PINE STREET INN INC

444 HARRISON AVE
BOSTON,MA02118 		N/A PC CAPITAL SUPPORT FOR PERMANENT SUPPORTIVE HOUSING FOR FORMERLY HOMELESS INDIVIDUALS 2,000,000

PLUMMER YOUTH PROMISE

37 WINTER ISLAND ROAD
SALEM,MA01970 		N/A PC BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED YOUTH 40,000

PROJECT BREAD - THE WALK FOR HUNGER INC

145 BORDER ST
BOSTON,MA02128 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 50,000

ROBERT F KENNEDY COMMUNITY ALLIANCE

971 MAIN STREET
LANCASTER,MA01523 		N/A PC MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH 25,000

RODMAN RIDE FOR KIDS INC

10 LINCOLN ROAD
FOXBOROUGH,MA02035 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 35,000

RON BURTON TRAINING VILLAGE INC

PO BOX 2
HUBBARDSTON,MA01452 		N/A PC CAPITAL PROJECT FOR SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 260,000

ROSIES PLACE INC

889 HARRISON AVENUE
BOSTON,MA02118 		N/A PC CAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDUALS 75,000

ROUND THE BEND FARM INC

92 ALLENS NECK ROAD
S DARTMOUTH,MA027481002 		N/A PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 50,000

ROXBURY COMMUNITY COLLEGE FOUNDATION INC

1234 COLUMBUS AVE
ROXBURY,MA02120 		N/A SO III FI EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 65,000

SARATOGA PERFORMING ARTS CENTER INC

108 AVENUE OF THE PINES
SARATOGA SPRINGS,NY12866 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 35,000

SOCIEDAD LATINA INC

1530 TREMONT STREET
ROXBURY,MA021202929 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000

SOUTHEASTERN MASSACHUSETTS VETERANS HOUSING PROGRAM INC

1297 PURCHASE STREET
NEW BEDFORD,MA02740 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 25,000

SPOONFULS

189 WELLS AVE SUITE 100
NEWTON,MA02459 		N/A PC CAPITAL PURCHASE (TRUCK) FOR PROGRAM SERVING VULNERABLE INDIVIDUALS 100,000

SPORTS MUSEUM OF NEW ENGLAND INC

100 LEGENDS WAY
BOSTON,MA02114 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES 25,000

ST MARY'S CENTER FOR WOMEN AND CHILDREN

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

THE B E L L FOUNDATION INC

75 SECOND AVENUE SUITE 605
NEEDHAM,MA02494 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 20,000

THE BASEBALL INC

150 SHIRLEY ST
ROXBURY,MA021193054 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 75,000

THE BASEBALL INC

150 SHIRLEY ST
ROXBURY,MA021193054 		N/A PC CAPITAL PROJECT FOR NEW BUILDING TO IMPROVE DELIVERY OF YOUTH PROGRAMS 1,000,000

THE CAPE AND ISLANDS VETERANS OUTREACH CENTER INC

247 STEVENS STREET SUITE E
HYANNIS,MA02601 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 20,000

THE GREATER BOSTON FOOD BANK INC

70 SOUTH BAY AVE
BOSTON,MA02118 		N/A PC CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS 500,000

THE GREATER BOSTON FOOD BANK INC

70 SOUTH BAY AVE
BOSTON,MA02118 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 5,000

THE INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02210 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

THE OLD NORTH FOUNDATION OF BOSTON INC

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

THE SAMARITANS ON CAPE COD AND THE ISLANDS INC

13 STEEPLE ST
MASHPEE,MA02649 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 15,000

THE SOCIETY OF JESUS OF NEW ENGLAND

PO BOX 456
WESTON,MA02493 		N/A PC HEALTH CARE ACCESS FOR DISABLED INDIVIDUALS 25,000

THE WANG CENTER FOR THE PERFORMING ARTS INC

270 TREMONT STREET
BOSTON,MA021165603 		N/A PC CAPITAL IMPROVEMENTS PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 125,000

TOMMYS PLACE FOUNDATION INC

90 SHORE AVE
QUINCY,MA02169 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 15,000

TRUSTEES OF BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		N/A PC CAPITAL PROJECT FOR CONSTRUCTION OF FRATES CENTER BASEBALL & SOFTBALL FIELD COMPLEX 1,200,000

TRUSTEES OF BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		N/A PC SCHOLARSHIP PROGRAM 100,000

TRUSTEES OF BOSTON UNIVERSITY

1 SILBER WAY 8TH FLOOR
BOSTON,MA02215 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 5,000

TRUSTEES OF MOUNT HOLYOKE COLLEGE

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

TUFTS MEDICAL CENTER PARENT INC

800 WASHINGTON STREET BOX 468
BOSTON,MA021111552 		N/A PC ESSENTIAL CAPITAL IMPROVEMENTS TO DELIVER ON MISSION 100,000

UNION CAPITAL BOSTON

31 HEATH ST
BOSTON,MA021301650 		N/A PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 20,000

URBAN FOOD INITIATIVE

420 WASHINGTON STREET
BOSTON,MA02124 		N/A PC CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS 35,000

USS CONSTITUTION MUSEUM INC

PO BOX 291812
CHARLESTOWN,MA021290215 		N/A PC CAPITAL PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH 50,000

UTEC INC

35 WARREN ST
LOWELL,MA01852 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 50,000

VICTORY PROGRAMS INC

404 SOUTH HUNTINGTON AVENUE
BOSTON,MA021304835 		N/A PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 25,000

WE CAN CORPORATION

783 ROUTE 28
HARWICH PORT,MA02646 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 15,000

WOMENS LUNCH PLACE INC

67 NEWBURY STREET
BOSTON,MA02116 		N/A PC CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS 75,000

WOODS HOLE OCEANOGRAPHIC INSTITUTION

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

XAVERIAN BROTHERS HIGH SCHOOL

800 CLAPBOARDTREE STREET
WESTWOOD,MA020901799 		N/A PC SCHOLARSHIP PROGRAM 200,000

Y2Y NETWORK

955 MASS AVE 424
CAMBRIDGE,MA02139 		N/A PC ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION 50,000

YAWKEY BASEBALL LEAGUE

31 ELY RD
DORCHESTER,MA02124 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 20,000

YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON INC

316 HUNTINGTON AVENUE
BOSTON,MA021155019 		N/A PC CAPITAL RENOVATIONS TO CLUBHOUSE SERVING VULNERABLE YOUTH AND FAMILIES 150,000

YOUTH ENRICHMENT SERVICES INC

412 MASSACHUSETTS AVENUE
BOSTON,MA02118 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 65,000

YWCA OF SOUTHEASTERN MASSACHUETTS

20 SOUTH SIXTH STREET
NEW BEDFORD,MA02740 		N/A PC CAPITAL SUPPORT FOR NEW BEHAVIORAL AND MENTAL HEALTH FACILITY 30,000

ZUMIX INC

260 SUMNER STREET
BOSTON,MA02128 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 25,000
Total .................................right arrow 3a 19,106,806
bApproved for future payment

A SPORTING CHANCE INC
24 ADRIA WAY
WEYMOUTH,MA02190 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 15,000

MASSACHUSETTS AMATEUR SPORTS (DBA BAY STATE GAMES)
55 SIXTH ROAD
WOBURN,MA01801 		N/A PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 30,000

BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY
41 BERKELEY STREET
BOSTON,MA02116 		N/A PC EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 2,000,000

BMA TENPOINT INC
2010 COLUMBUS AVENUE
ROXBURY,MA02119 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 175,000

BOSTON CHILDREN'S MUSEUM
308 CONGRESS ST
BOSTON,MA02210 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 125,000

BOSTON DEBATE LEAGUE
1542 TREMONT ST
BOSTON,MA021202929 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50,000

BOSTON LANDMARKS ORCHESTRA INC
PO BOX 441160
SOMERVILLE,MA02144 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 45,000

BOSTON SYMPHONY ORCHESTRA INC
301 MASSACHUSETTS AVENUE
BOSTON,MA02115 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 25,000

CAMP HARBOR VIEW FOUNDATION INC
79 NEWBURY STREET
BOSTON,MA02116 		N/A PC CAPITAL RENOVATIONS TO NEW CO-LOCATED FACILITY FOR CAMP & YOUTH ENRICHMENT PROGRAMS 5,000,000

COMMUNITY SERVINGS INC
179 AMORY STREET
JAMAICA PLAIN,MA02130 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 50,000

EMMANUEL GOSPEL CENTER INC
44 MOULTRIE STREET
DORCHESTER,MA02124 		N/A PC WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES 10,000

FATHER BILLS & MAINSPRING INC
430 BELMONT STREET
BROCKTON,MA02301 		N/A PC SUPPORT FOR HOUSING RESOURCE CENTER FOR UNDERSERVED INDIVIDUALS 500,000

LA COLABORATIVA
318 BROADWAY
CHELSEA,MA021502808 		N/A PC CAPITAL PROJECT FOR FOOD ACCESS AND HUNGER RELIEF FOR UNDERSERVED INDIVIDUALS 200,000

NATIVITY BOSTON INC
39 LAMARTINE STREET
JAMAICA PLAIN,MA02130 		N/A PC CAPITAL RENOVATIONS TO FACILITY SERVING VULNERABLE YOUTH 225,000

PROJECT BREAD - THE WALK FOR HUNGER INC
145 BORDER ST
BOSTON,MA02128 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 50,000

RODMAN RIDE FOR KIDS INC
10 LINCOLN ROAD
FOXBOROUGH,MA02035 		N/A PC ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS 65,000

RON BURTON TRAINING VILLAGE INC
PO BOX 2
HUBBARDSTON,MA01452 		N/A PC CAPITAL PROJECT FOR SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY 200,000

ROSIES PLACE INC
889 HARRISON AVENUE
BOSTON,MA02118 		N/A PC CAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDUALS 75,000

SPORTS MUSEUM OF NEW ENGLAND INC
100 LEGENDS WAY
BOSTON,MA02114 		N/A PC EDUCATION & ENRICHMENT OPPORTUNITIES 25,000

THE BASEBALL INC
150 SHIRLEY ST
ROXBURY,MA021193054 		N/A PC CAPITAL PROJECT FOR NEW BUILDING TO IMPROVE DELIVERY OF YOUTH PROGRAMS 500,000

TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		N/A PC CAPITAL PROJECT FOR CONSTRUCTION OF WOMEN'S SPORT COMPLEX 17,500,000

UTEC INC
35 WARREN ST
LOWELL,MA01852 		N/A PC HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES 50,000
Total ................................. right arrow 3b 26,915,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 592,395  
4 Dividends and interest from securities ....     14 7,235,548  
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 206,389 18 27,978,862  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS OTHER INCOME 		    01 4,182  
bSECURITY LITIGATION INCOME     01 19,466  
cPARTNERSHIP K-1S OTHER INCOME 525990 -319,921 14 319,921  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -113,532 36,150,374 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
36,036,842
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX FEES 142,104 42,279 0 72,575

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

TY 2024 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 		2024-03-08 15,000 SUPPORT OF EQUESTRIAN PROGRAM 15,000   10/8/24 2024-10-08 THE ORGANIZATION USED THE FUNDS FROM ITS 2024 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 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 64,167 64,167
AEP TEXAS INC 23,989 23,989
AMERICAN TOWER CORP 55,645 55,645
AMERICREDIT AUTOMOBILE RECEIVA 359 359
AMGEN INC 131,751 131,751
AT+T INC 67,565 67,565
BANK OF AMERICA CORP 240,479 240,479
BANK OF NY MELLON CORP 52,038 52,038
BARCLAYS COMMERCIAL MORTGAGE S 92,981 92,981
BAYLOR SCOTT + WHITE HOL 57,764 57,764
BENCHMARK MORTGAGE TRUST 46,078 46,078
BOEING CO 100,021 100,021
BRISTOL MYERS SQUIBB CO 64,311 64,311
BROADCOM INC 143,942 143,942
CANADIAN NATL RESOURCES 8,386 8,386
CAPITAL ONE FINANCIAL CO 14,607 14,607
CARRIER GLOBAL CORP 33,098 33,098
CARVANA AUTO RECEIVABLES TRUST 71,245 71,245
CENOVUS ENERGY INC 29,946 29,946
CENTENE CORP 240,359 240,359
CHARTER COMM OPT LLC/CAP 51,726 51,726
CISCO SYSTEMS INC 24,910 24,910
CITIGROUP INC 98,101 98,101
CITIZENS AUTO RECEIVABLES TRUS 30,202 30,202
CMS ENERGY CORP 14,877 14,877
CNH EQUIPMENT TRUST 86,278 86,278
COLT FUNDING LLC 98,438 98,438
COMCAST CORP 39,950 39,950
CONSTELLATION BRANDS INC 24,862 24,862
CONSUMERS ENERGY CO 61,425 61,425
CSX CORP 46,596 46,596
CVS HEALTH CORP 55,417 55,417
DIAGEO CAPITAL PLC 28,581 28,581
DIAMONDBACK ENERGY INC 28,269 28,269
DIGITAL REALTY TRUST LP 82,271 82,271
DTE ENERGY CO 21,514 21,514
DUKE ENERGY CORP 19,143 19,143
EDISON INTERNATIONAL 32,073 32,073
ELEVANCE HEALTH INC 28,315 28,315
ENBRIDGE INC 28,093 28,093
EXETER AUTOMOBILE RECEIVABLES 19,043 19,043
FIRST MARYLAND CAP I 48,706 48,706
FIRSTENERGY CORP 9,507 9,507
FORD CREDIT AUTO LEASE TRUST 55,271 55,271
FORD CREDIT FLOORPLAN MASTER O 97,559 97,559
GE HEALTHCARE TECH INC 64,392 64,392
GEORGIA POWER CO 16,648 16,648
GM FINANCIAL AUTOMOBILE LEASIN 78,475 78,475
GM FINANCIAL SECURITIZED TERM 30,154 30,154
GOLDMAN SACHS GROUP INC 123,096 123,096
HARLEY DAVIDSON MOTORCYCLE TRU 95,079 95,079
HCA INC 122,591 122,591
HONDA AUTO RECEIVABLES OWNER T 90,584 90,584
HSBC HOLDINGS PLC 112,513 112,513
HYUNDAI AUTO RECEIVABLES TRUST 89,661 89,661
INTEL CORP 26,308 26,308
JOHN DEERE OWNER TRUST 95,219 95,219
JPMBB COMMERCIAL MORTGAGE SECU 1,982 1,982
JPMORGAN CHASE + CO 177,353 177,353
KIMBERLY CLARK CORP 46,220 46,220
KINDER MORGAN INC 21,704 21,704
KINDER MORGAN INC/DELAWA 18,011 18,011
L3HARRIS TECH INC 70,697 70,697
LOCKHEED MARTIN CORP 15,528 15,528
LOWE S COS INC 112,018 112,018
MERCEDES BENZ AUTO RECEIVABLES 103,461 103,461
MERCK + CO INC 17,342 17,342
METLIFE INC 13,138 13,138
MICROCHIP TECHNOLOGY INC 126,547 126,547
MORGAN STANLEY 263,488 263,488
MORGAN STANLEY CAPITAL I TRUST 245,033 245,033
NISOURCE INC 47,425 47,425
NORFOLK SOUTHERN CORP 17,462 17,462
NXP BV/NXP FDG/NXP USA 25,747 25,747
OCCIDENTAL PETROLEUM COR 20,873 20,873
ONSLOW BAY FINANCIAL LLC 284,972 284,972
PACIFIC GAS + ELECTRIC 78,055 78,055
PACIFICORP 55,393 55,393
PFIZER INVESTMENT ENTER 14,045 14,045
PLAINS ALL AMER PIPELINE 13,570 13,570
PNC FINANCIAL SERVICES 100,715 100,715
ROYAL BANK OF CANADA 63,662 63,662
RTX CORP 84,098 84,098
SCF EQUIPMENT TRUST LLC 100,826 100,826
SMALL BUSINESS ADMINISTRATION 37,243 37,243
SOUTHERN CO 124,383 124,383
STANFORD UNIVERSITY 29,482 29,482
T MOBILE USA INC 116,341 116,341
THE CAMPBELLS COMPANY 190,719 190,719
TJX COS INC 26,992 26,992
TOYOTA AUTO RECEIVABLES OWNER 70,360 70,360
TYSON FOODS INC 16,860 16,860
UBS COMMERCIAL MORTGAGE TRUST 67,204 67,204
UNITEDHEALTH GROUP INC 97,286 97,286
US BANCORP 113,507 113,507
VERIZON MASTER TRUST 114,581 114,581
VOLKSWAGEN AUTO LEASE TRUST 37,348 37,348
VOLKSWAGEN AUTO LOAN ENHANCED 65,136 65,136
VOYA FINANCIAL INC 59,061 59,061
WARNERMEDIA HOLDINGS INC 26,748 26,748
WELLS FARGO + COMPANY 163,297 163,297
WESTERN MIDSTREAM OPERAT 19,366 19,366
WILLIAMS COMPANIES INC 45,816 45,816
WORLD OMNI AUTO RECEIVABLES TR 105,471 105,471
XCEL ENERGY INC 38,848 38,848
IR+M CORE BOND FUND II 36,866,161 36,866,161

TY 2024 InvestmentsCorpStockSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 631,946 631,946
ABBVIE INC 1,040,256 1,040,256
ACCENTURE PLC CL A 826,003 826,003
ALPHABET INC CL A 1,923,288 1,923,288
AMAZON.COM INC 2,499,949 2,499,949
AMEREN CORPORATION 267,331 267,331
AMERICAN ELECTRIC POWER 316,257 316,257
ANALOG DEVICES INC 797,787 797,787
AT+T INC 780,328 780,328
AUTOMATIC DATA PROCESSING 713,968 713,968
AVALONBAY COMMUNITIES INC 253,845 253,845
AVERY DENNISON CORP 205,843 205,843
BANK OF AMERICA CORP 980,612 980,612
BANK OF NEW YORK MELLON CORP 636,306 636,306
BECTON DICKINSON AND CO 977,129 977,129
BERKSHIRE HATHAWAY INC CL B 371,690 371,690
BLACKROCK INC 642,744 642,744
BLACKSTONE INC 272,079 272,079
BOOZ ALLEN HAMILTON HOLDINGS 205,791 205,791
BRISTOL MYERS SQUIBB CO 610,056 610,056
BROADCOM INC 1,207,886 1,207,886
CHEVRON CORP 941,170 941,170
CHUBB LTD 827,795 827,795
CISCO SYSTEMS INC 1,042,157 1,042,157
CME GROUP INC 627,950 627,950
CMS ENERGY CORP 209,081 209,081
COCA COLA CO/THE 573,041 573,041
COMCAST CORP CLASS A 873,886 873,886
CONESTOGA SMALL CAP FUND 9,200,424 9,200,424
CONOCOPHILLIPS 281,742 281,742
CORTEVA INC 1,165,117 1,165,117
CSX CORP 229,569 229,569
CUMMINS INC 267,376 267,376
DANAHER CORP 988,213 988,213
DODGE + COX INTERNATIONAL STOC 13,083,598 13,083,598
DOORDASH INC A 1,174,250 1,174,250
DTE ENERGY COMPANY 162,409 162,409
EATON CORP PLC 1,071,940 1,071,940
EBAY INC 272,022 272,022
ENTERGY CORP 457,346 457,346
EOG RESOURCES INC 473,527 473,527
EXPAND ENERGY CORP 954,685 954,685
EXXON MOBIL CORP 1,051,174 1,051,174
FIDELITY 500 INDEX FUND 10,028,741 10,028,741
GENERAL MILLS INC 395,820 395,820
GENUINE PARTS CO 190,669 190,669
GQG PARTNERS EMERGING MARKETS 12,820,316 12,820,316
HOME DEPOT INC 1,153,744 1,153,744
HONEYWELL INTERNATIONAL INC 821,110 821,110
HOOD RIVER SMALL CAP GROWTH FU 8,672,727 8,672,727
ILLINOIS TOOL WORKS 489,877 489,877
INNER CIRCLE FD ARGA EMERG 14,833,241 14,833,241
INTERCONTINENTAL EXCHANGE IN 1,563,860 1,563,860
INTL BUSINESS MACHINES CORP 792,926 792,926
INTUIT INC 1,093,590 1,093,590
JOHNSON + JOHNSON 1,159,997 1,159,997
JPMORGAN CHASE + CO 3,512,950 3,512,950
KLA CORP 398,866 398,866
KOSMOS ENERGY LTD 499,696 499,696
LAM RESEARCH CORP 404,344 404,344
LINDE PLC 540,922 540,922
LOCKHEED MARTIN CORP 485,454 485,454
MARSH + MCLENNAN COS 833,922 833,922
MCDONALD S CORP 800,676 800,676
MEDTRONIC PLC 383,903 383,903
MERCK + CO. INC. 520,977 520,977
META PLATFORMS INC CLASS A 1,296,904 1,296,904
MFS INTERNATIONAL GROWTH FUND 13,641,659 13,641,659
MICROSOFT CORP 4,236,918 4,236,918
MONDELEZ INTERNATIONAL INC A 553,458 553,458
MONOLITHIC POWER SYSTEMS INC 1,434,873 1,434,873
MORGAN STANLEY 712,330 712,330
NEXTERA ENERGY INC 239,588 239,588
NORTHROP GRUMMAN CORP 527,013 527,013
NVIDIA CORP 2,691,843 2,691,843
O REILLY AUTOMOTIVE INC 1,197,658 1,197,658
ON SEMICONDUCTOR 706,791 706,791
PACKAGING CORP OF AMERICA 288,842 288,842
PARKER HANNIFIN CORP 842,740 842,740
PEPSICO INC 303,360 303,360
PNC FINANCIAL SERVICES GROUP 639,298 639,298
PPG INDUSTRIES INC 348,794 348,794
PROCTER + GAMBLE CO/THE 1,129,961 1,129,961
PROLOGIS INC 218,693 218,693
PUBLIC SERVICE ENTERPRISE GP 242,909 242,909
PUBLIC STORAGE 218,292 218,292
QUALCOMM INC 225,975 225,975
SAIA INC 1,360,354 1,360,354
SERVICENOW INC 1,502,190 1,502,190
SHERWIN WILLIAMS CO/THE 674,761 674,761
SOUTHERN CO/THE 506,186 506,186
TAIWAN SEMICONDUCTOR SP ADR 1,865,293 1,865,293
TEXAS INSTRUMENTS INC 396,021 396,021
TJX COMPANIES INC 528,665 528,665
TOPBUILD CORP 660,041 660,041
TRANE TECHNOLOGIES PLC 550,701 550,701
UNION PACIFIC CORP 591,308 591,308
UNITEDHEALTH GROUP INC 1,273,250 1,273,250
VALERO ENERGY CORP 451,989 451,989
VANGUARD DEVELOPED MARKETS IND 40,210,957 40,210,957
VANGUARD GROWTH INDEX FUND 40,724,492 40,724,492
VISA INC CLASS A SHARES 578,669 578,669
WALMART INC 1,463,941 1,463,941
WALT DISNEY CO/THE 2,255,728 2,255,728
WASTE MANAGEMENT INC 472,794 472,794
WEC ENERGY GROUP INC 269,989 269,989
WELLS FARGO + CO 937,704 937,704
WILLIAM BLAIR SMALL CAP VALUE 16,287,990 16,287,990
ZOETIS INC 1,381,646 1,381,646
AGNC INVESTMENT CORP 493,978 493,978
COCA COLA CONSOLIDATED INC 361,617 361,617
COMFORT SYSTEMS USA INC 1,117,398 1,117,398

TY 2024 InvestmentsGovtObligationsSch
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
US Government Securities - End of Year Book Value:

10,200,214
US Government Securities - End of Year Fair Market Value:

10,200,214
State & Local Government Securities - End of Year Book Value:


219,365
State & Local Government Securities - End of Year Fair Market Value:


219,365


TY 2024 InvestmentsOtherSchedule2
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANOMALY CAPITAL INT LP FMV 3,015,730 3,015,730
CENTERBRIDGE 1178 FMV 1,377 1,377
CENTERBRIDGE 1178 S 13 FMV 911 911
CENTERBRIDGE 1178 S 14 FMV 925 925
CENTERBRIDGE 1178 S 16 FMV 1,155 1,155
CENTERBRIDGE 1178 S 21 FMV 882 882
CENTERBRIDGE 1178 S 22 FMV 215 215
CENTERBRIDGE 1178 S 23 FMV 1,389 1,389
CENTERBRIDGE 1178 S 24 FMV 1,892 1,892
CENTERBRIDGE 1178 S 28 FMV 4,314 4,314
CENTERBRIDGE 1178 S 29 FMV 14,509 14,509
CENTERBRIDGE 1178 S 32 FMV 438 438
CENTERBRIDGE 1178 S 34 FMV 739 739
CENTERBRIDGE 1178 S 36 FMV 2,251 2,251
CENTERBRIDGE 1178 S 39 LIMIT FMV 202 202
DAVIDSON KEMPNER INTERNATIONAL FMV 15,115,499 15,115,499
ELLIOTT INTERNATIONAL LIMITED FMV 16,470,309 16,470,309
LAURION CAPITAL LTD FMV 329,792 329,792
MILLSTREET CRDT OFF FUND LTD FMV 14,481,615 14,481,615
MW EUREKA FUND CLASS A2 USD SH FMV 11,912,900 11,912,900
RA CAPITAL HEALTHCARE FMV 1,967,721 1,967,721
VALINOR CAP CL1B JULY2013 FMV 496,320 496,320
VALINOR CAP PART OFF 1B JAN 20 FMV 175,072 175,072
APOLLO NAT RES PARTS III FMV 4,574,418 4,574,418
APOLLO NATURAL RESOURCES II LP FMV 1,054,797 1,054,797
AQUILINE FINANCIAL SERVICES FD FMV 1,635,642 1,635,642
BERKSHIRE VALUE FUND V FMV 3,501,292 3,501,292
BLUE SEA CAPITAL FUND III LP FMV 2,965,979 2,965,979
CENTERBRIDGE SP CR PN III FLEX FMV 3,178,537 3,178,537
CENTERBRIDGE SP CR PN IV FMV 4,681,003 4,681,003
CENTERBRIDGE SPEC CR III FMV 303,829 303,829
EQUITY RESORCE FD B 2022 FMV 5,189,518 5,189,518
EQUITY RESOURCE FUND 2013, LP FMV 350,836 350,836
EQUITY RESOURCE FUND 2017 FMV 2,282,944 2,282,944
EQUITY RESOURCE FUND 2020 FMV 5,119,405 5,119,405
EQUITY RESOURCE PARTNERS 2018 FMV 3,775,239 3,775,239
HIGHLAND CONSUMER FUND I B FMV 351,792 351,792
KAYNE PVT ENERGY INC FD III LP FMV 645,560 645,560
MONOGRAM CAPITAL PARTNERS II FMV 5,831,069 5,831,069
PEAK ROCK CAP CR III A LP FMV 2,000,633 2,000,633
PEAK ROCK CAP CREDIT FD IIA FMV 206,153 206,153
PEAK ROCK CAP FD III A FMV 7,424,001 7,424,001
PEAK ROCK CAPITAL FUND II LP FMV 957,787 957,787
PEAK ROCK REAL ESTATE FUND I FMV 1,281,598 1,281,598
SPARK CAPITAL GROWTH FUND V LP FMV 576,894 576,894
SPARK CAPITAL VII FMV 1,968,820 1,968,820
SPARK CAPITAL VIII LP FMV 225,777 225,777
SPARK CPITAL GRWTH FD IV FMV 4,092,669 4,092,669
THOMPSON STREET CAP FMV 3,626,326 3,626,326

TY 2024 LegalFeesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 55,455 20,413 0 35,042


TY 2024 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 15,429 0 0
DEPOSITS 13,473 9,492 9,492


TY 2024 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 66,822 14,980 0 51,842
D & O INSURANCE 27,529 10,133 0 17,396
OFFICE & GENERAL SUPPLIES 5,146 1,894 0 3,252
OTHER MISCELLANEOUS EXPENSES 10,256 3,775 0 6,481
MEMBERSHIP DUES 5,915 2,177 0 3,738
EQUIPMENT RENTAL 4,766 1,754 0 3,012
POSTAGE AND SHIPPING 4,100 1,509 0 2,591
TELEPHONE 3,675 1,353 0 2,322
BANK FEES 5,066 1,865 0 3,201
PUBLICATIONS & SUBSCRIPTIONS 2,852 389 0 2,463
EQUIPMENT & FURNITURE MAINTENANCE AND REPAIRS 1,138 419 0 719
PROFESSIONAL DEVELOPMENT & TRAINING 2,780 1,023 0 1,757
FILING FEES 1,488 548 0 940


TY 2024 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   182,789 0
PFIC DISTRIBUTION - INCOME   1,252,956 0
MISCELLANEOUS OTHER INCOME 4,182 4,182 0
SECURITY LITIGATION INCOME 19,466 19,466 0


TY 2024 OtherIncreasesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Description Amount
CHANGE IN INVESTMENT VALUE 7,733,329


TY 2024 OtherProfessionalFeesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACTUARIAL SERVICES 10,604 3,903 0 6,701
HUMAN RESOURCE AND STAFFING SERVICES 46,346 10,144 0 36,202
INFORMATION TECHNOLOGY SERVICES 62,419 7,401 0 55,018
INVESTMENT ADVISORY SERVICES 254,785 254,785 0 0
INVESTMENT CUSTODIAN SERVICES 129,360 129,360 0 0
PORTFOLIO MANAGEMENT SERVICES 433,696 433,696 0 0
STRATEGIC COMMUNICATIONS 12,108 0 0 12,108


TY 2024 TaxesSchedule
Name:
YAWKEY FOUNDATION II
EIN:
04-2768239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FED EXCISE TAXES PAID 431,020 0 0 0
FOREIGN TAXES PAID/WITHHELD 163,481 163,481 0 0
STATE TAXES PAID 6,484 0 0 0