YAWKEY FOUNDATION II: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: YAWKEY FOUNDATION II (EIN 04-2768239)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202533179349102858
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Expenditure Responsibility Stmt
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T13:57:08-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	991856619	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET SUITE 1600	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042768239	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	YAWKEY FOUNDATION II	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	YAWK	BusinessNameControlTxt
Phone	7813297470	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 LOWDER BROOK DR STE 2800 2800	AddressLine1Txt
City	WESTWOOD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02090	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN M REDMOND	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	7813297470	PhoneNum
Signature	2025-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ERIN COUTURE	PreparerPersonNm
PTIN	P01390592	PTIN
Phone	6177237900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$467,408,406	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$592,395	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$592,395	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$7,235,548	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$7,235,548	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$28,185,251	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$207,271,839	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$20,547,341	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$23,648	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,459,393	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$36,036,842	TotalRevAndExpnssAmt
Total Net Invst Incm	$29,834,677	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$1,938,347	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$629,384	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$1,308,963	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$562,688	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$207,126	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$355,562	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$1,044,985	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$384,659	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$660,326	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$55,455	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$20,413	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$35,042	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$142,104	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$42,279	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$72,575	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$949,318	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$839,289	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$110,029	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$600,985	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$163,481	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$3,375	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$1,242	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$178,295	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$65,631	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$0	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$112,664	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$50,530	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$16,363	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$34,167	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$901	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$332	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl	$569	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$141,533	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$41,819	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$99,714	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$5,668,516	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,412,018	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,789,611	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$19,106,806	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$19,106,806	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$24,775,322	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,412,018	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$21,896,417	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$11,261,520	ExcessRevenueOverExpensesAmt
Net Investment Income	$27,422,659	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$704,696	CashBOYAmt
Cash EOY	$966,939	CashEOYAmt
Cash EOYFMV	$966,939	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$4,729,725	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$16,915,613	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$16,915,613	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$15,014,852	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$10,419,579	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$10,419,579	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$252,437,024	CorporateStockBOYAmt
Corporate Stock EOY	$263,103,455	CorporateStockEOYAmt
Corporate Stock EOYFMV	$263,103,455	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$28,631,082	CorporateBondsBOYAmt
Corporate Bonds EOY	$44,186,153	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$44,186,153	CorporateBondsEOYFMVAmt
Other Investments BOY	$146,858,776	OtherInvestmentsBOYAmt
Other Investments EOY	$131,798,675	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$131,798,675	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$37,402	OtherAssetsBOYAmt
Other Assets EOY	$17,992	OtherAssetsEOYAmt
Other Assets EOYFMV	$17,992	OtherAssetsEOYFMVAmt
Total Assets BOY	$448,413,557	TotalAssetsBOYAmt
Total Assets EOY	$467,408,406	TotalAssetsEOYAmt
Total Assets EOYFMV	$467,408,406	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$448,413,557	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$467,408,406	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$448,413,557	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$467,408,406	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$448,413,557	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$467,408,406	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$448,413,557	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$11,261,520	ExcessRevenueOverExpensesAmt
Other Increases	$7,733,329	OtherIncreasesAmt
Subtotal	$467,408,406	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$467,408,406	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Gross Sales PriceGrossSalesPriceAmt	SoldSoldDt
1607 CAPITAL INTL EQ FUND	P	2014-08-31	$845,191	-$845,191	-$845,191
AFSF II AIV-A, L.P.	P		$1,885	-$1,885	-$1,885
AFSF II AIV-C, L.P.	P			$4,930,771	$4,930,771	$4,930,771
AFSF II SELLER (OFFSHORE) LP	P			$1,632,662	$1,632,662	$1,632,662
ANOMALY CAP INTERNATIONAL	P	2021-01-04	$6,263,013	$2,059,526	$2,059,526	$8,322,539
ANRP II (AIV -L DEE III C), L.P.	P			$258,089	$258,089	$258,089
ANRP II (BEL CONDUIT TE), L.P.	P			$28,757	$28,757	$28,757
ANRP II 892/TE (AIV-A), L.P.	P		$10,987	-$10,987	-$10,987
ANRP II 892/TE (AIV-AM), L.P.	P			$734	$734	$734
ANRP III (DEBT AIV II), L.P.	P		$20	-$20	-$20
APOLLO NATURAL RESOURCES PARTNERS II, L.P.	P		$293,779	-$293,779	-$293,779
APOLLO NATURAL RESOURCES PARTNERS III, L.P.	P			$236,042	$236,042	$236,042
AQUILINE FINANCIAL SERVICES FUND II, LP	P		$2,326,680	-$2,326,680	-$2,326,680
AUBREY GEMS PARTNERS, LP	P	2022-02-28		$3,180,503	$3,180,503	$3,180,503	2024-03-05
CENTERBRIDGE CREDIT PARTNERS OFFSHORE	P		$70,710	-$14,563	-$14,563	$56,147
CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV III, L.P.	P			$27,064	$27,064	$27,064
CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV IV (CAYMAN), L.P.	P		$3,186	-$3,186	-$3,186
CENTERBRIDGE SPECIAL CREDIT PARTNERS III, L.P.	P		$25,050	-$25,050	-$25,050
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX AIV I, L.P.	P			$16,934	$16,934	$16,934
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX AIV III, L.P.	P		$19,319	-$19,319	-$19,319
CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX, L.P.	P			$146,891	$146,891	$146,891
CSCP IV CAPSOL AIV - B, L.P.	P			$10	$10	$10
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P.	P			$331,513	$331,513	$331,513
EQUITY RESOURCE FUND 2013, L.P.	P			$222,156	$222,156	$222,156
EQUITY RESOURCE FUND 2017 HOLDINGS LLC SERIES 3	P		$46,522	-$46,522	-$46,522
EQUITY RESOURCE FUND 2018, LLC	P			$140,371	$140,371	$140,371
EQUITY RESOURCE FUND 2020, LLC	P			$94,909	$94,909	$94,909
EQUITY RESOURCE FUND B 2022 LLC	P		$8,498	-$8,498	-$8,498
FOREIGN CURRENCY LOSS	P		$1,765	-$1,765	-$1,765
GQG PARTNERS EMERGING MARKETS EQUITY FUND - GQG PARTNERS SERIES LLC	P		$925,615	-$925,615	-$925,615
IR&M CORE BOND FUND II LLC	P		$93,599	-$93,599	-$93,599
IR&M LONG GOVERNMENT/CREDIT FUND LLC	P	2022-11-23		$583,793	$583,793	$583,793	2024-01-31
KAYNE PRIVATE ENERGY INCOME FUND III, L.P.	P			$111	$111	$111
LAURION CAPITAL LTD	P	2021-07-29	$11,670,208	-$1,006,927	-$1,006,927	$10,663,281	2024-10-24
MONOGRAM CAPITAL PARTNERS II, LP	P		$922,832	-$922,832	-$922,832
NATURAL GAS PARTNERS IX LP	P		$383,856	-$383,856	-$383,856
PEAK ROCK CAPITAL CREDIT FUND II-A LP	P			$32,279	$32,279	$32,279
PEAK ROCK CAPITAL FUND II-A LP	P			$1,460,435	$1,460,435	$1,460,435
PEAK ROCK REAL ESTATE FUND I LP	P			$328,977	$328,977	$328,977
PUBLICLY TRADED SECURITIES			$106,761,980	$11,747,628	$11,747,628	$118,509,608
SPARK CAPITAL VII, L.P.	P			$17,460	$17,460	$17,460

Field	Value	IRS element (for citing)
Capital Gain Net Income	$20,547,341	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$381,175	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$381,175	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$381,175	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$521,737	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$521,737	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$140,562	OverpaymentAmt
Applied To ES Tax	$40,562	AppliedToESTaxAmt
Refund	$100,000	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.YAWKEYFOUNDATIONS.ORG	WebsiteAddressTxt
Individual With Books	HIRUT M GEWE CPA	IndividualWithBooksNm
Phone	7813297470	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 LOWDER BROOK DRIVE - STE 2800	AddressLine1Txt
City	WESTWOOD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02090	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN L HARRINGTON
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	BOARD CHAIR / TRUSTEE	9.00	$86,000	$9,166	$0
CHARLES CLOUGH JR
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	3.00	$38,000	$0	$0
DEBRA MCNULTY
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	3.00	$44,000	$0	$0
GEORGE R NEBLE
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	5.00	$60,000	$0	$0
JAMES P HEALEY
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	7.00	$67,000	$18,332	$0
JUDITH WALDEN SCARAFILE
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	3.00	$44,000	$0	$0
JUSTIN P MORREALE
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	4.00	$54,000	$0	$0
MYECHIA MINTER-JORDAN
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	3.00	$44,000	$0	$0
REV DR RAY HAMMOND
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	3.00	$46,000	$0	$0
VANESSA CALDERON-ROSADO
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	2.00	$41,000	$0	$0
WILLIAM B GUTFARB
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE	3.00	$44,000	$18,406	$0
MAUREEN H BLEDAY
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	TRUSTEE / CHIEF EXECUTIVE OFFICER	40.00	$420,394	$179,659	$0
JOHN M REDMOND
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	CFO / TREASURER	40.00	$281,623	$141,671	$0
JOHN A DESISTO
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	CHIEF INVESTMENT OFFICER	40.00	$197,031	$73,691	$0
ALICIA K VERITY
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	CPO / CCO / BOARD SECRETARY	40.00	$306,112	$161,982	$0
MAICHARIA WEIR LYTLE
100 LOWDER BROOK DRIVE - SUITE 2800	WESTWOOD	MA	02090	CPO ELECT	40.00	$165,187	$29,224	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
KAREN GREENE
100 LOWDER BROOK DRIVE SUITE 2800	WESTWOOD	MA	02090	DIRECTOR OF GRANTS A	33.00	$120,241	$86,112	$0
MARYBETH CONNOLLY
100 LOWDER BROOK DRIVE SUITE 2800	WESTWOOD	MA	02090	INVESTMENT DIRECTOR	33.00	$166,403	$33,281	$0
HIRUT M GEWE
100 LOWDER BROOK DRIVE SUITE 2800	WESTWOOD	MA	02090	CONTROLLER	33.00	$122,363	$73,034	$0
NICHOLAS CHAN
100 LOWDER BROOK DRIVE SUITE 2800	WESTWOOD	MA	02090	DATABASE & TECHNOLOG	33.00	$91,017	$52,705	$0
EILEEN M KENNEDY
100 LOWDER BROOK DRIVE SUITE 2800	WESTWOOD	MA	02090	OFFICE MANAGER	33.00	$60,325	$40,959	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
FIDUCIENT ADVISORS LLC
500 WEST MADISON STREET SUITE 1700	CHICAGO	IL	60661	INVESTMENT ADVISOR	$254,785
VAUGHAN NELSON
600 TRAVIS STREET SUITE 3800	HOUSTON	TX	770023071	PORTFOLIO MGR SVCS	$179,610
COLUMBIA THREADNEEDLE INVESTMENTS
290 CONGRESS STREET	BOSTON	MA	02210	PORTFOLIO MGR SVCS	$176,779
STATE STREET BANK AND TRUST
ONE CONGRESS STREET SUITE 1	BOSTON	MA	021142016	INVESTMENT CUSTODIAN SVCS	$129,360
GRANT THORNTON LLP
75 STATE STREET SUITE 13	BOSTON	MA	021091827	AUDIT AND TAX FEES	$84,965

Field	Value	IRS element (for citing)
Contractor Paid Over50k	3	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$320,557,026	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$603,258	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$144,335,015	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$465,495,299	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$465,495,299	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$6,982,429	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$458,512,870	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$22,925,644	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$22,925,644	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$381,175	TaxBasedOnInvestmentIncomeAmt
Total Tax	$381,175	TotalTaxAmt
Distributable Before Adj	$22,544,469	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$22,544,469	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$22,544,469	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$21,896,417	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$21,896,417	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$22,544,469	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$454,572	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$454,572	TotalExcessDistributionCyovAmt
Qualifying Distributions	$21,896,417	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$21,896,417	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$454,572	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$454,572	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$193,480	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	KAREN GREENE	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 LOWDER BROOK DRIVE SUITE 2800	AddressLine1Txt
City	WESTWOOD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02090	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7813297470	RecipientPhoneNum
Form And Info And Materials	THE FOUNDATION ENCOURAGES APPLICANTS TO REVIEW THE FOUNDATION'S GRANT GUIDELINES ON OUR WEBSITE (WWW.YAWKEYFOUNDATION.ORG) PRIOR TO APPLYING FOR A FOUNDATION GRANT.	FormAndInfoAndMaterialsTxt
Submission Deadlines	SEE PART XV, LINE 2B ABOVE	SubmissionDeadlinesTxt
Restrictions On Awards	SEE PART XV, LINE 2B ABOVE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
A SPORTING CHANCE INC
24 ADRIA WAY	WEYMOUTH	MA	02190	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$20,000
ACCELERATED COLLGE EXPERIENCES INC
769 CENTRE STREET SUITE 205	JAMAICA PLAIN	MA	02130	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	MA	02111	N/A	PC	ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES	$10,000
AGGANIS FOUNDATION INC
85 EXCHANGE ST SUITE 218	LYNN	MA	01901	N/A	PC	SCHOLARSHIP PROGRAM	$10,000
AIKEN HORSE PARK FOUNDATION
931 POWDERHOUSE ROAD	AIKEN	SC	29803	N/A	POF	SUPPORT OF EQUESTRIAN PROGRAM	$15,000
AIKEN LAND CONSERVANCY
PO BOX 3096	AIKEN	SC	29802	N/A	PC	NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION	$20,000
AMAZING GRACE OF CAPE COD INC
PO BOX 636	CENTERVILLE	MA	02632	N/A	PC	RECREATION & ENRICHMENT CAMP OPPORTUNITIES FOR UNDERSERVED YOUTH	$15,000
ARTISTS FOR HUMANITY INC
100 WEST SECOND STREET	BOSTON	MA	02127	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$25,000
BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY
41 BERKELEY STREET	BOSTON	MA	02116	N/A	PC	EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY	$500,000
BETHANY HEALTH CARE CENTER
97 BETHANY RD	FRAMINGHAM	MA	01702	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$25,000
BLESSED STEPHEN BELLESINI OSA ACADEMY INC
PO BOX 1021	LAWRENCE	MA	01842	N/A	PC	SUPPORT FOR SCHOOL FACILITY RENOVATIONS	$30,000
BMA TENPOINT INC
2010 COLUMBUS AVENUE	ROXBURY	MA	02119	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$200,000
BOSTON AREA GLEANERS INC
91 MARTIN STREET	ACTON	MA	017203533	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$25,000
BOSTON CHILDREN'S MUSEUM
308 CONGRESS ST	BOSTON	MA	02210	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$100,000
BOSTON COMMUNITY PEDIATRICS
527 ALBANY STREET SUITE 200	BOSTON	MA	02118	N/A	PC	HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	$50,000
BOSTON DEBATE LEAGUE
1542 TREMONT ST	BOSTON	MA	021202929	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$40,000
BOSTON FOUNDATION INC
75 ARLINGTON STREET	BOSTON	MA	02116	N/A	PC	YAWKEY SCHOLARS PROGRAM	$521,056
BOSTON FOUNDATION INC
75 ARLINGTON STREET	BOSTON	MA	02116	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	MA	02118	N/A	PC	HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	$75,000
BOSTON HOME INC
2049 DORCHESTER AVENUE	BOSTON	MA	02124	N/A	PC	CAPITAL PROJECT TO ENHANCE OPPORTUNITY FOR PEOPLE WITH DISABILITIES	$50,000
BOSTON LANDMARKS ORCHESTRA INC
PO BOX 441160	SOMERVILLE	MA	02144	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$30,000
BOSTON MEDICAL CENTER CORPORATION
960 MASSACHUSETTS AVE 2ND FLOOR	BOSTON	MA	021182693	N/A	PC	HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	$250,000
BOSTON PARK LEAGUE INC
27 DONEGAL WAY	MANSFIELD	MA	02048	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$25,000
BOSTON POLICE ATHLETIC LEAGUE INC
PO BOX 220645	DORCHESTER	MA	02120	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$25,000
BOSTON SYMPHONY ORCHESTRA INC
301 MASSACHUSETTS AVENUE	BOSTON	MA	02115	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	MA	02744	N/A	PC	CAPITAL RENOVATIONS TO CLUBHOUSE SERVING VULNERABLE YOUTH	$20,000
BOYS AND GIRLS CLUB OF METRO SOUTH INC
19 COURT STREET	TAUNTON	MA	02780	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	MA	02110	N/A	PC	CAPITAL RENOVATIONS TO CLUBHOUSE SERVING VULNERABLE YOUTH	$100,000
BOYS AND GIRLS CLUBS OF DORCHESTER INC
1135 DORCHESTER AVE	DORCHESTER	MA	02125	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$75,000
BOYS AND GIRLS CLUBS OF METROWEST INC
169 PLEASANT STREET	MARLBOROUGH	MA	01752	N/A	PC	CAPITAL RENOVATIONS TO CLUBHOUSE SERVING VULNERABLE YOUTH	$50,000
BRIDGE OVER TROUBLED WATERS INC
47 WEST STREET	BOSTON	MA	02111	N/A	PC	WRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH	$70,000
BROCKTON HOSPITAL INC
680 CENTRE STREET	BROCKTON	MA	02302	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	BOSTON	MA	02116	N/A	PC	CAPITAL RENOVATIONS TO NEW CO-LOCATED FACILITY FOR CAMP & YOUTH ENRICHMENT PROGRAMS	$2,500,000	OFFICE
CAMP HARBOR VIEW FOUNDATION INC
79 NEWBURY STREETC/O CONNORS FAMILY	BOSTON	MA	02116	N/A	PC	RECREATIONAL AND ENRICHMENT PROGRAMS FOR YOUTH	$50,000	OFFICE
CAPE COD BASEBALL LEAGUE INC
59 DOVETAIL LANE	COTUIT	MA	02635	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$40,000
CAPE COD COUNCIL OF CHURCHES INC
320 MAIN STREET	HYANNIS	MA	026014003	N/A	PC	WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES	$20,000
CARDINAL CUSHING CENTERS INC
405 WASHINGTON STREET	HANOVER	MA	02339	N/A	PC	SUPPORT FOR SCHOOL FACILITY RENOVATIONS	$50,000
CASA MYRNA VASQUEZ INC
451 BLUE HILL AVENUE	BOSTON	MA	02121	N/A	PC	BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS	$25,000
CATHEDRAL HIGH SCHOOL INC
74 UNION PARK STREET	BOSTON	MA	02118	N/A	PC	SUPPORT FOR SCHOOL FACILITY RENOVATIONS	$100,000
CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC
275 W BROADWAY	BOSTON	MA	02027	N/A	PC	BASIC NEEDS CAPACITY BUILDING IN LYNN AND BROCKTON	$175,000
CATHOLIC MEMORIAL SCHOOL
235 BAKER STREET	WEST ROXBURY	MA	02132	N/A	PC	SCHOLARSHIP PROGRAM	$100,000
CATHOLIC SCHOOLS FOUNDATION INC
67 BATTERYMARCH STREET	BOSTON	MA	02110	N/A	PC	SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR	$100,000
CHILDRENS PLACE INC
310 BARNWELL AVENUE NE	AIKEN	SC	29801	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	MA	02184	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES	$25,000
COMMUNITY ACTION COMMITTEE OF CAPE COD & ISLANDS INC
372 NORTH ST	HYANNIS	MA	02601	N/A	PC	WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES	$10,000
COMMUNITY SERVINGS INC
179 AMORY STREET	JAMAICA PLAIN	MA	02130	N/A	PC	HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES	$50,000
CONGREGACION LEON DE JUDA
62 NORTHAMPTON ST	BOSTON	MA	02118	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	MA	02135	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	DC	200371152	N/A	PC	MEMBERSHIP ORGANIZATION FOR GRANTMAKERS	$19,000
CRISTO REY BOSTON HIGH SCHOOL INC
100 SAVIN HILL AVENUE	BOSTON	MA	02125	N/A	PC	CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS	$35,000
CROSSROADS FOR KIDS INC
119 MYRTLE STREET	DOXBURY	MA	02332	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$50,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVE	BOSTON	MA	02215	N/A	PC	HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	$80,000
DANIELS TABLE INC
56 PARK STREET	FRAMINGHAM	MA	01702	N/A	PC	HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES	$15,000
DIMOCK COMMUNITY HEALTH CENTER INC
55 DIMOCK STREET	ROXBURY	MA	02119	N/A	SO III FI	HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	$50,000
EAST BOSTON SOCIAL CENTERS INC
68 CENTRAL SQUARE	BOSTON	MA	02128	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	OR	97702	N/A	PC	MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS	$50,000
ELEVATED THOUGHT INC
15 UNION ST STE 608	LAWRENCE	MA	01840	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$25,000
EMERSON HOSPITAL
133 OLD ROAD TO NINE ACRE CORNER	CONCORD	MA	017424159	N/A	PC	MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE INDIVIDUALS	$60,000
EMMANUEL GOSPEL CENTER INC
44 MOULTRIE STREETPO BOX 240017	DORCHESTER	MA	02124	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	MA	02131	N/A	PC	WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES	$50,000
ESPERANZA ACADEMY INC
PO BOX 8	LAWRENCE	MA	01842	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$30,000
ESPLANADE ASSOCIATION INC
575 BOYLSTON ST STE 4R	BOSTON	MA	021163634	N/A	PC	NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION	$45,000
FAMILYAID BOSTON INC
3815 WASHINGTON STREET	BOSTON	MA	02130	N/A	PC	WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES	$100,000
FATHER BILLS & MAINSPRING INC
430 BELMONT STREET	BROCKTON	MA	02301	N/A	PC	SUPPORT FOR HOUSING RESOURCE CENTER FOR UNDERSERVED INDIVIDUALS	$1,000,000
FOUNDATION TO ADVANCE CATHOLIC EDUCATION
450 HIGHLAND AVENUE	FALL RIVER	MA	02720	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$25,000
FREEDOM HOUSE INC
5 CRAWFORD STREET	DORCHESTER	MA	02121	N/A	PC	CAPITAL RENOVATIONS TO FACILITY SERVING VULNERABLE YOUTH	$25,000
FRIENDS OF ACADIA
PO BOX 45	BAR HARBOR	ME	04609	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$15,000
FRIENDS OF THE ANIMAL SHELTER INC
PO BOX 2207	AIKEN	SC	29802	N/A	PC	SUPPORT OF ANIMAL SHELTER MISSION	$20,000
FRONT PORCH ARTS COLLECTIVE OF BOSTON
560 HARRISON AVENUE SUITE 504	BOSTON	MA	02118	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$25,000
FUND FOR CATHOLIC SCHOOLS INC
66 BROOKS DRIVE	BRAINTREE	MA	02184	N/A	PC	SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR	$100,000
GIRLS INCORPORATED OF LYNN
50 HIGH STREET	LYNN	MA	019023958	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$35,000
GOOD SPORTS INC
1515 WASHINGTON STREET SUITE 300	BRAINTREE	MA	02184	N/A	PC	BASEBALL & SOFTBALL EQUIPMENT FOR UNDERSERVED COMMUNITIES	$40,000
GREATER BOSTON INTERFAITH ORGANIZATION
PO BOX 190892	ROXBURY	MA	021190018	N/A	PC	BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS	$25,000
GROW ASSOCIATES INC
68 MAZZEO DR	RANDOLPH	MA	02368	N/A	PC	CAPITAL RENOVATIONS TO FACILITY SERVING VULNERABLE YOUTH	$45,000
HALE EDUCATION INC
80 CARBY STREET	WESTWOOD	MA	020901004	N/A	PC	CAPITAL PROJECT FOR NEW BUILDING TO EXPAND PROGRAMS AND MISSION DELIVERY	$75,000
HOUSE OF POSSIBILITIES INC
350 WASHINGTON STREET	EASTON	MA	023561202	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$10,000
HOUSING ASSISTANCE CORPORATION
460 WEST MAIN STREET	HYANNIS	MA	02601	N/A	PC	BASIC NEEDS (BEDS, FURNISHINGS) FOR FORMERLY HOMELESS INDIVIDUALS AND FAMILIES	$25,000
HOUSING FAMILIES INC
919 EASTERN AVENUE	MALDEN	MA	02148	N/A	PC	CAPITAL PURCHASE (VAN) FOR PROGRAM SERVING VULNERABLE INDIVIDUALS	$25,000
HYDE SQUARE TASK FORCE
PO BOX 301871	JAMAICA PLAIN	MA	02130	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$15,000
IMMIGRANT LEARNING CENTER INC
442 MAIN STREET	MALDEN	MA	02148	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	MA	02118	N/A	PC	CAPITAL PROJECT FOR NEW BUILDING TO EXPAND PROGRAMS AND MISSION DELIVERY	$750,000
INTERFAITH SOCIAL SERVICES INC
105 ADAMS ST	QUINCY	MA	02169	N/A	PC	WRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS	$50,000
ISABELLA STEWART GARDNER MUSEUM INC
25 EVANS WAY	BOSTON	MA	02115	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$35,000
JEWISH COMMUNITY CENTER OF GREATER BOSTON INC
333 NAHANTON STREET	NEWTON	MA	02459	N/A	PC	SCHOLARSHIP PROGRAM	$25,000
JUSTICE RESOURCE INSTITUTE INC
209 COLUMBUS AVENUE SUITE 301	BOSTON	MA	02116	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	MA	012620309	N/A	PC	SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR	$25,000
LA ALIANZA HISPANA INC
1000 MASSACHUSETTS AVENUE SUITE 101	BOSTON	MA	021182606	N/A	PC	WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES	$25,000
LA COLABORATIVA
318 BROADWAY	CHELSEA	MA	021502808	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	MA	01841	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$25,000
LAWRENCE CATHOLIC ACADEMY OF LAWRENCE MASSACHUSETTS INC
118 SOUTH BROADWAY	LAWRENCE	MA	018431427	N/A	PC	CAPITAL PROJECT FOR NEW BUILDINGS FOR SCHOOL AND RECREATION/ATHLETICS	$750,000
LAZARUS HOUSE INCORPORATED
412 HAMPSHIRE ST	LAWRENCE	MA	01842	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$30,000
LEARN LIVE LOVE INC
PO BOX 292	SCITUATE	MA	02066	N/A	PC	HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	$25,000
LOUISA MAY ALCOTTS ORCHARD HOUSE INC
399 LEXINGTON RD	CONCORD	MA	017423712	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$20,000
LYNN SHELTER ASSOCIATION INC
181 UNION STREET LL102	LYNN	MA	01904	N/A	PC	CAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDUALS AND FAMILIES	$50,000
MARGARITA MUNIZ ACADEMY FOUNDATION INC
20 CHILD STREET	JAMAICA PLAIN	MA	021303223	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$50,000
MASS GENERAL BRIGHAM INCORPORATED
243 CHARLES STREET	BOSTON	MA	02114	N/A	PC	HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	$5,000
MASS MENTORING PARTNERSHIP INC
75 KNEELAND ST 11TH FLOOR	BOSTON	MA	02111	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$20,000
MASSACHUSETTS ADVOCATES FOR CHILDREN INC
25 KINGSTON ST 2ND FLOOR	BOSTON	MA	021112200	N/A	PC	PROGRAMMATIC SUPPORT AND OUTREACH FOR VULNERABLE YOUTH	$25,000
MASSACHUSETTS AMATEUR SPORTS
55 SIXTH ROAD	WOBURN	MA	01801	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$40,000
MISSION OF DEEDS INC
6 CHAPIN AVE	READING	MA	01867	N/A	PC	BASIC NEEDS (BEDS, FURNISHINGS) FOR FORMERLY HOMELESS INDIVIDUALS AND FAMILIES	$25,000
MORE THAN WORDS INC
56 FELTON STREET	WALTHAM	MA	02453	N/A	PC	BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED YOUTH	$40,000
MUSEUM OF AFRO-AMERICAN HISTORY INC
31 MILK STREET SUITE 705	BOSTON	MA	02109	N/A	PC	CAPITAL PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH	$25,000
MY BROTHERS KEEPER INC
PO BOX 338	EASTON	MA	02356	N/A	PC	CAPITAL PURCHASE (TRUCK) FOR PROGRAM SERVING VULNERABLE INDIVIDUALS	$60,000
MY BROTHERS KEEPER INC
PO BOX 338	EASTON	MA	02356	N/A	PC	HOLIDAY GIFT PROGRAM FOR UNDERSERVED FAMILIES	$100,000
MY BROTHER'S TABLE INC
98 WILLOW STREET	LYNN	MA	019011109	N/A	PC	HUNGER RELIEF & FOOD ACCESS	$25,000
MYSTIC VALLEY ELDER SERVICES
300 COMMERCIAL STREET SUITE 19	MALDEN	MA	021487311	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	NY	133261160	N/A	PC	DEVELOPMENT, EDUCATION, AND OUTREACH FOR BLACK BASEBALL INITIATIVE	$750,000
NATIONAL CENTER OF AFRO AMERICAN ARTISTS INC
300 WALNUT AVENUE	BOSTON	MA	02119	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$25,000
NATIONAL MUSEUM OF RACING INC
191 UNION AVE	SARATOGA SPRINGS	NY	128663513	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$15,000
NATIVITY-BOSTON INC
39 LAMARTINE STREET	JAMAICA PLAIN	MA	02130	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	MA	02119	N/A	PC	SKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR	$30,000
NORTHERN ESSEX COMMUNITY COLLEGE FOUNDATION
100 ELLIOT STREET	HAVERHILL	MA	01830	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	MA	01844	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$25,000
NOTRE DAME EDUCATION CENTER
354 MERRIMACK ST SUITE 210	LAWRENCE	MA	01843	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	MA	02301	N/A	PC	ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES	$25,000
PAN-MASSACHUSETTS CHALLENGE INC
77 4TH AVE	NEEDHAM	MA	02494	N/A	PC	HEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	$125,000
PEAK GRANTMAKING INC
1701 PENNSYLVANIA AVE NW STE 200	WASHINGTON	DC	200065823	N/A	PC	MEMBERSHIP ORGANIZATION FOR GRANTMAKERS	$2,250
PHILANTHROPY MASSACHUSETTS INC
133 FEDERAL STREET SUITE 802	BOSTON	MA	021101712	N/A	PC	MEMBERSHIP ORGANIZATION FOR GRANTMAKERS	$9,500
PHILANTHROPY MASSACHUSETTS INC
133 FEDERAL STREET SUITE 802	BOSTON	MA	021101712	N/A	PC	YAWKEY SCHOLARS PROGRAM	$200,000
PINE STREET INN INC
444 HARRISON AVE	BOSTON	MA	02118	N/A	PC	CAPITAL SUPPORT FOR PERMANENT SUPPORTIVE HOUSING FOR FORMERLY HOMELESS INDIVIDUALS	$2,000,000
PLUMMER YOUTH PROMISE
37 WINTER ISLAND ROAD	SALEM	MA	01970	N/A	PC	BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED YOUTH	$40,000
PROJECT BREAD - THE WALK FOR HUNGER INC
145 BORDER ST	BOSTON	MA	02128	N/A	PC	HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES	$50,000
ROBERT F KENNEDY COMMUNITY ALLIANCE
971 MAIN STREET	LANCASTER	MA	01523	N/A	PC	MENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH	$25,000
RODMAN RIDE FOR KIDS INC
10 LINCOLN ROAD	FOXBOROUGH	MA	02035	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$35,000
RON BURTON TRAINING VILLAGE INC
PO BOX 2	HUBBARDSTON	MA	01452	N/A	PC	CAPITAL PROJECT FOR SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY	$260,000
ROSIES PLACE INC
889 HARRISON AVENUE	BOSTON	MA	02118	N/A	PC	CAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDUALS	$75,000
ROUND THE BEND FARM INC
92 ALLENS NECK ROAD	S DARTMOUTH	MA	027481002	N/A	PC	NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION	$50,000
ROXBURY COMMUNITY COLLEGE FOUNDATION INC
1234 COLUMBUS AVE	ROXBURY	MA	02120	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	NY	12866	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$35,000
SOCIEDAD LATINA INC
1530 TREMONT STREET	ROXBURY	MA	021202929	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$25,000
SOUTHEASTERN MASSACHUSETTS VETERANS HOUSING PROGRAM INC
1297 PURCHASE STREET	NEW BEDFORD	MA	02740	N/A	PC	HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES	$25,000
SPOONFULS
189 WELLS AVE SUITE 100	NEWTON	MA	02459	N/A	PC	CAPITAL PURCHASE (TRUCK) FOR PROGRAM SERVING VULNERABLE INDIVIDUALS	$100,000
SPORTS MUSEUM OF NEW ENGLAND INC
100 LEGENDS WAY	BOSTON	MA	02114	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES	$25,000
ST MARY'S CENTER FOR WOMEN AND CHILDREN
90 CUSHING AVENUE	DORCHESTER	MA	02125	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	MA	02494	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$20,000
THE BASEBALL INC
150 SHIRLEY ST	ROXBURY	MA	021193054	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$75,000
THE BASEBALL INC
150 SHIRLEY ST	ROXBURY	MA	021193054	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	MA	02601	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	MA	02118	N/A	PC	CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS	$500,000
THE GREATER BOSTON FOOD BANK INC
70 SOUTH BAY AVE	BOSTON	MA	02118	N/A	PC	HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES	$5,000
THE INSTITUTE OF CONTEMPORARY ART
25 HARBOR SHORE DRIVE	BOSTON	MA	02210	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$25,000
THE OLD NORTH FOUNDATION OF BOSTON INC
193 SALEM STREET	BOSTON	MA	02113	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	MA	02649	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$15,000
THE SOCIETY OF JESUS OF NEW ENGLAND
PO BOX 456	WESTON	MA	02493	N/A	PC	HEALTH CARE ACCESS FOR DISABLED INDIVIDUALS	$25,000
THE WANG CENTER FOR THE PERFORMING ARTS INC
270 TREMONT STREET	BOSTON	MA	021165603	N/A	PC	CAPITAL IMPROVEMENTS PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH	$125,000
TOMMYS PLACE FOUNDATION INC
90 SHORE AVE	QUINCY	MA	02169	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$15,000
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVENUE	CHESTNUT HILL	MA	02467	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	MA	02467	N/A	PC	SCHOLARSHIP PROGRAM	$100,000
TRUSTEES OF BOSTON UNIVERSITY
1 SILBER WAY 8TH FLOOR	BOSTON	MA	02215	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$5,000
TRUSTEES OF MOUNT HOLYOKE COLLEGE
50 COLLEGE STREET	SOUTH HADLEY	MA	01075	N/A	PC	SUPPORT OF EQUESTRIAN TEAM PROGRAM	$15,000
TUFTS MEDICAL CENTER PARENT INC
800 WASHINGTON STREET BOX 468	BOSTON	MA	021111552	N/A	PC	ESSENTIAL CAPITAL IMPROVEMENTS TO DELIVER ON MISSION	$100,000
UNION CAPITAL BOSTON
31 HEATH ST	BOSTON	MA	021301650	N/A	PC	EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY	$20,000
URBAN FOOD INITIATIVE
420 WASHINGTON STREET	BOSTON	MA	02124	N/A	PC	CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS	$35,000
USS CONSTITUTION MUSEUM INC
PO BOX 291812	CHARLESTOWN	MA	021290215	N/A	PC	CAPITAL PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH	$50,000
UTEC INC
35 WARREN ST	LOWELL	MA	01852	N/A	PC	HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES	$50,000
VICTORY PROGRAMS INC
404 SOUTH HUNTINGTON AVENUE	BOSTON	MA	021304835	N/A	PC	BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES	$25,000
WE CAN CORPORATION
783 ROUTE 28	HARWICH PORT	MA	02646	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$15,000
WOMENS LUNCH PLACE INC
67 NEWBURY STREET	BOSTON	MA	02116	N/A	PC	CAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS	$75,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION
266 WOODS HOLE ROAD	WOODS HOLE	MA	02543	N/A	PC	NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION	$75,000
XAVERIAN BROTHERS HIGH SCHOOL
800 CLAPBOARDTREE STREET	WESTWOOD	MA	020901799	N/A	PC	SCHOLARSHIP PROGRAM	$200,000
Y2Y NETWORK
955 MASS AVE 424	CAMBRIDGE	MA	02139	N/A	PC	ESSENTIAL PROGRAM EQUIPMENT TO DELIVER ON MISSION	$50,000
YAWKEY BASEBALL LEAGUE
31 ELY RD	DORCHESTER	MA	02124	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$20,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON INC
316 HUNTINGTON AVENUE	BOSTON	MA	021155019	N/A	PC	CAPITAL RENOVATIONS TO CLUBHOUSE SERVING VULNERABLE YOUTH AND FAMILIES	$150,000
YOUTH ENRICHMENT SERVICES INC
412 MASSACHUSETTS AVENUE	BOSTON	MA	02118	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$65,000
YWCA OF SOUTHEASTERN MASSACHUETTS
20 SOUTH SIXTH STREET	NEW BEDFORD	MA	02740	N/A	PC	CAPITAL SUPPORT FOR NEW BEHAVIORAL AND MENTAL HEALTH FACILITY	$30,000
ZUMIX INC
260 SUMNER STREET	BOSTON	MA	02128	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$19,106,806	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A SPORTING CHANCE INC
24 ADRIA WAY	WEYMOUTH	MA	02190	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$15,000
MASSACHUSETTS AMATEUR SPORTS (DBA BAY STATE GAMES)
55 SIXTH ROAD	WOBURN	MA	01801	N/A	PC	BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	$30,000
BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY
41 BERKELEY STREET	BOSTON	MA	02116	N/A	PC	EDUCATION AND SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY	$2,000,000
BMA TENPOINT INC
2010 COLUMBUS AVENUE	ROXBURY	MA	02119	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$175,000
BOSTON CHILDREN'S MUSEUM
308 CONGRESS ST	BOSTON	MA	02210	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$125,000
BOSTON DEBATE LEAGUE
1542 TREMONT ST	BOSTON	MA	021202929	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	$50,000
BOSTON LANDMARKS ORCHESTRA INC
PO BOX 441160	SOMERVILLE	MA	02144	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$45,000
BOSTON SYMPHONY ORCHESTRA INC
301 MASSACHUSETTS AVENUE	BOSTON	MA	02115	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$25,000
CAMP HARBOR VIEW FOUNDATION INC
79 NEWBURY STREET	BOSTON	MA	02116	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	MA	02130	N/A	PC	HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES	$50,000
EMMANUEL GOSPEL CENTER INC
44 MOULTRIE STREET	DORCHESTER	MA	02124	N/A	PC	WRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES	$10,000
FATHER BILLS & MAINSPRING INC
430 BELMONT STREET	BROCKTON	MA	02301	N/A	PC	SUPPORT FOR HOUSING RESOURCE CENTER FOR UNDERSERVED INDIVIDUALS	$500,000
LA COLABORATIVA
318 BROADWAY	CHELSEA	MA	021502808	N/A	PC	CAPITAL PROJECT FOR FOOD ACCESS AND HUNGER RELIEF FOR UNDERSERVED INDIVIDUALS	$200,000
NATIVITY BOSTON INC
39 LAMARTINE STREET	JAMAICA PLAIN	MA	02130	N/A	PC	CAPITAL RENOVATIONS TO FACILITY SERVING VULNERABLE YOUTH	$225,000
PROJECT BREAD - THE WALK FOR HUNGER INC
145 BORDER ST	BOSTON	MA	02128	N/A	PC	HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES	$50,000
RODMAN RIDE FOR KIDS INC
10 LINCOLN ROAD	FOXBOROUGH	MA	02035	N/A	PC	ENHANCED ACCESS/OUTREACH FOR ARTS & CULTURE PROGRAMS	$65,000
RON BURTON TRAINING VILLAGE INC
PO BOX 2	HUBBARDSTON	MA	01452	N/A	PC	CAPITAL PROJECT FOR SKILLS BUILDING FOR UNDERSERVED INDIVIDUALS TO GAIN SELF-SUFFICIENCY	$200,000
ROSIES PLACE INC
889 HARRISON AVENUE	BOSTON	MA	02118	N/A	PC	CAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDUALS	$75,000
SPORTS MUSEUM OF NEW ENGLAND INC
100 LEGENDS WAY	BOSTON	MA	02114	N/A	PC	EDUCATION & ENRICHMENT OPPORTUNITIES	$25,000
THE BASEBALL INC
150 SHIRLEY ST	ROXBURY	MA	021193054	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	MA	02467	N/A	PC	CAPITAL PROJECT FOR CONSTRUCTION OF WOMEN'S SPORT COMPLEX	$17,500,000
UTEC INC
35 WARREN ST	LOWELL	MA	01852	N/A	PC	HUNGER RELIEF & FOOD ACCESS FOR VULNERABLE INDIVIDUALS AND FAMILIES	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$26,915,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$592,395	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,235,548	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	525990	BusinessCd
Unrelated Business Taxbl Incm	$206,389	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$27,978,862	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
MISCELLANEOUS OTHER INCOME	01	$4,182
SECURITY LITIGATION INCOME	01	$19,466
PARTNERSHIP K-1S OTHER INCOME	14	$319,921	525990	-$319,921

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$113,532	UnrelatedBusinessTaxblIncmAmt
Exclusion	$36,150,374	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$36,036,842	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	Yes (1)	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

Field	Value	IRS element (for citing)
Line Number	1a(1)	LineNumberTxt
Involved	$15,000	InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

Field	Value	IRS element (for citing)
Business Name Line1	AIKEN HORSE PARK FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transfers Trans And Shr Arrngm	SEE STATEMENT 15	TransfersTransAndShrArrngmDesc

Field	Value	IRS element (for citing)
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	AUDIT AND TAX FEES	CategoryTxt
Amt	$142,104	Amt
Net Investment Income	$42,279	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$72,575	DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AIKEN HORSE PARK FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	931 POWDERHOUSE ROAD	AddressLine1Txt
City	AIKEN	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29803	ZIPCd

Field	Value	IRS element (for citing)
Grant	2024-03-08	GrantDt
Grant	$15,000	GrantAmt
Purpose Of Grant	SUPPORT OF EQUESTRIAN PROGRAM	PurposeOfGrantTxt
Expended By Grantee	$15,000	ExpendedByGranteeAmt
Dates Of Reports By Grantee	10/8/24	DatesOfReportsByGranteeTxt
Verification	2024-10-08	VerificationDt
Results Of Verification	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.	ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	PARTNERSHIP INVESTMENT CAPITAL GAINS AND LOSSES	IdentifierTxt
Form And Line Reference	990-PF, PART IV, LINE 1	FormAndLineReferenceDesc
Medium Explanation	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.	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (106 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (112 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
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

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$10,200,214	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$10,200,214	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$219,365	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$219,365	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (49 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$55,455	LegalFeesAmt
Net Investment Income	$20,413	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$35,042	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ARTWORK	$8,500	$8,500	$8,500
OTHER ASSETS	$15,429	$0	$0
DEPOSITS	$13,473	$9,492	$9,492

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
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

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
PARTNERSHIP K-1S - OTHER INCOME	$182,789	$0
PFIC DISTRIBUTION - INCOME	$1,252,956	$0
MISCELLANEOUS OTHER INCOME	$4,182	$0	$4,182
SECURITY LITIGATION INCOME	$19,466	$0	$19,466

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN INVESTMENT VALUE	Desc
Amt	$7,733,329	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
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