2021-11-09T22:50:44-06:00 2020-12-31 346565596 ERNST & YOUNG 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990PF 2020-01-01 132890749 YAWKEY FOUNDATION YAWK 7813297470 990 WASHINGTON STREET NO 315 DEDHAM MA 02026 JOHN M REDMOND CFO/COO 7813297470 2021-11-09 1 JOHN REDMOND XXX-XX-XXXX JENNIFER D RHODERICK P00395735 3176817000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 74764411 X X 5848 5848 1006225 1006225 2304681 19795166 2098776 9989 393746 0 3326743 3504595 0 228987 91595 0 137392 85513 34205 0 51308 167572 67029 0 100543 8442 3377 0 5065 44789 17916 0 26873 294901 258772 0 36129 96315 30311 0 0 4804 1922 0 32260 12904 0 19356 2229 1029 0 1193 217 87 0 130 55094 13970 0 41123 1021123 533117 0 419112 899309 899309 1920432 533117 0 1318421 1406311 2971478 0 160841 102950 102950 7488777 616451 616451 50766801 57330726 57330726 4556327 15110233 15110233 2832148 0 0 1604051 1604051 1604051 1604051 67408945 74764411 74764411 0 0 X 57408945 64764411 10000000 10000000 67408945 74764411 67408945 74764411 67408945 1406311 5949155 74764411 0 74764411 PUBLICLY TRADED SECURITIES 15720760 0 13885519 1835241 1835241 FOREIGN CURRENCY LOSS P 66 -66 -66 IR&M LONG GOVT CREDIT FUND P 2015-07-02 287870 0 287870 287870 PARAMETRIC LIQUID ALT FUND P 2017-09-28 2020-06-15 0 207668 -207668 -207668 IR&M CORE BOND FUND II P 183399 0 183399 183399 2098776 0 41304 0 41304 0 41304 35503 0 5000 0 40503 X 1 802 0 0 0 0 0 0 0 0 0 0 1 1 NY MA 1 0 0 0 0 1 WWW.YAWKEYFOUNDATIONS.ORG HIRUT M GEWE CPA 7814689961 990 WASHINGTON STREET - SUITE 315 DEDHAM MA 020266719 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN L HARRINGTON 990 WASHINGTON STREET DEDHAM MA 02026 BOARD CHAIR / TRUSTEE 4.00 0 3372 0 WILLIAM B GUTFARB 990 WASHINGTON STREET DEDHAM MA 02026 TRUSTEE 3.00 0 3728 0 MAUREEN H BLEDAY 990 WASHINGTON STREET DEDHAM MA 02026 CHIEF EXECUTIVE OFFICER 10.00 74844 38555 0 JUSTIN P MORREALE 990 WASHINGTON STREET DEDHAM MA 02026 TRUSTEE 3.00 0 0 0 JOHN M REDMOND 990 WASHINGTON STREET DEDHAM MA 02026 COO / CFO & TREASURER 10.00 49896 22154 0 JOHN A DESISTO 990 WASHINGTON STREET DEDHAM MA 02026 CHIEF INVESTMENT OFFICER 10.00 59697 28703 0 ALICIA K VERITY 990 WASHINGTON STREET DEDHAM MA 02026 CHIEF PROGRAMS OFFICER & SECRETARY 10.00 44550 8218 0 NONE 0 VAUGHAN NELSON INVESTMENT MANAGEMENT 600 TRAVIS SUITE 3800 HOUSTON TX 770023071 PORTFOLIO MANAGEMENT SERVICES 85234 STATE STREET BANK AND TRUST 801 PENNSYLVANIA KANSAS CITY MO 64105 INVESTMENT CUSTODIAL SERVICES 53634 0 THE FOUNDATION MADE DIRECT PAYMENTS FOR RENOVATION AND REPAIRS COSTS INCURRED FOR THE TOM YAWKEY WILD LIFE CENTER. 15891 0 62520929 254818 1090884 63866631 0 0 63866631 957999 62908632 3145432 3145432 41304 41304 3104128 0 3104128 0 3104128 1318421 0 1318421 0 1318421 3104128 0 0 2631295 94245 79417 2804957 1318421 0 0 0 1318421 0 1785707 1785707 1019250 0 0 0 0 0 0 845588 173662 94245 79417 X AIKEN LAND CONSERVANCY PO BOX 3096 AIKEN SC 29802 NONE PC LAND CONSERVATION PROGRAMS 12500 ASSOCIATION OF SMALL FOUNDATIONS 1720 N STREET NW WASHINGTON DC 20036 NONE PC NATIONAL GRANT MAKER'S ORGANIZATION 4235 BUZZARDS BAY COALITION INC 114 FRONT STREET NEW BEDFORD MA 02740 NONE PC RESTORATION AND PROTECTION OF THE BUZZARDS BAY WATERSHED 10000 FRIENDS OF THE ANIMAL SHELTER INC PO BOX 2207 AIKEN SC 29802 NONE PC BUILDING PROJECT 12500 HELPING HANDS AND HOOVES PO BOX 1315 MATTAPOISETT MA 02739 NONE PC THERAPEUTIC RIDING PROGRAMS 5000 HITCHCOCK WOODS FOUNDATION PO BOX 1702 AIKEN SC 29802 NONE PC LAND CONSERVATION PROGRAMS 12500 MATTAPOISETT LAND TRUST INC PO BOX 31 MATTAPOISETT MA 02739 NONE PC LAND CONSERVATION PROGRAMS 10000 NATURE CONSERVANCY 1417 STUART ENGALS BLVD STE 100 MT PLEASANT SC 29464 NONE PC LAND CONSERVATION PROGRAMS 12500 PAN MASSACHUSETTS CHALLENGE TRUST 77 4TH AVE NEEDHAM MA 02494 NONE PC CAPACITY BUILDING FOR PAN-MASS CHALLENGE KIDS RIDES FOR CANCER RESEARCH 125000 PEAK GRANTMAKING INC 1666 K STREET NW SUITE 440 WASHINGTON DC 20006 NONE PC NATIONAL GRANTMAKERS ORGANIZATION 1152 ROUND THE BEND FARM INC 92 ALLEN NECK RD SOUTH DARTMOUTH MA 02748 NONE PC EDUATIONAL AND CONSERVATION PROGRAMS 25000 SOUTH CAROLINA DEPARTMENT OF NATURAL RESOURCES 1000 ASSEMBLY STREET COLUMBIA SC 29202 NONE GOV TOM YAWKEY WILDLIFE CENTER CONSERVATION 418922 ST SEBASTIAN'S SCHOOL INC 1191 GREENDALE AVENUE NEEDHAM MA 02492 NONE PC RENOVATION AND INSTALLATION OFBASEBALL FIELD 200000 TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 024673934 NONE PC BASEBALL/SOFTBALL COMPLEX 50000 899309 0 14 5848 14 1006225 18 2304681 SECURITY LITIGATION INCOME 01 2299 MISC. INCOME 01 7690 0 3326743 0 3326743 0 0 0 0 0 0 0 0 0 0 ERNST & YOUNG LLP 42294 16918 0 25376 CARON & BLETZER, PLLC 2495 998 0 1497 CONSERVATION LAND - $1,604,051 PART II, LINE 14 IN 1991, THE FOUNDATION PURCHASED REAL ESTATE KNOWN AS BLACKOUT PLANTATION, WHICH IS SURROUNDED BY THE YAWKEY WILDLIFE CENTER IN SOUTH CAROLINA. THE PURCHASED PROPERTY IS CARRIED AT ITS ORIGINAL PURCHASE PRICE OF $795,575, AND IS BEING HELD FOR CONSERVATION PURPOSES AS AN INTEGRAL PART OF THE YAWKEY WILDLIFE CENTER.IN JUNE 2002, THE FOUNDATION RECEIVED A CONTRIBUTION OF AN UNDIVIDED TWO-THIRDS INTEREST IN CERTAIN REAL ESTATE KNOWN AS CAT ISLAND PLANTATION, WHICH IS SURROUNDED BY THE YAWKEY WILDLIFE CENTER IN SOUTH CAROLINA. THE CONTRIBUTION WAS MADE BY THE NATURE CONSERVANCY AND IS CARRIED AT $808,476 WHICH EQUALS ITS FAIR MARKET VALUE AS OF THE DATE OF THE CONTRIBUTION. 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