2024-11-12T14:14:48-06:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990PF 2023-01-01 132890749 YAWKEY FOUNDATION YAWK 7813297470 990 WASHINGTON STREET 315 DEDHAM MA 02026 JOHN M REDMOND CFO/COO 7813297470 2024-11-12 1 0 ERIN COUTURE P01390592 6177237900 2023 2024-10-15 13:58:12Z X 70897133 X X 86610 86610 1110087 1110087 1765411 21139076 1417953 311 276756 0 2962419 2891406 0 269159 100288 0 168871 107537 40068 0 67469 222955 83072 0 139883 1881 700 0 1181 43850 16339 0 27511 404281 195474 0 208807 60775 28770 0 0 1763 657 0 39019 14539 0 24480 12735 2164 0 10571 869 324 0 545 44271 13968 0 30303 1209095 496363 0 679621 2309001 2309001 3518096 496363 0 2988622 -555677 2395043 0 100093 109687 109687 803571 1426069 1426069 750748 949964 949964 49018451 55565076 55565076 6784273 7217807 7217807 5979796 4820054 4820054 808476 808476 808476 808476 64245408 70897133 70897133 0 0 X 54245408 60897133 10000000 10000000 64245408 70897133 64245408 70897133 64245408 -555677 7207402 70897133 0 70897133 PUBLICLY TRADED SECURITIES 10795472 9632625 1162847 1162847 IR&M CORE BOND FUND II P 201987 -201987 -201987 IR&M LONG GOVERNMENT CREDIT FUND P 146302 -146302 -146302 VANGUARD GROWTH FUND P 200000 69172 130828 130828 CHATHAM ASSET HIGH YIELD FUND P 5590971 4470448 1120523 1120523 VANGUARD EMERGING MARKETS FUND P 997000 1047551 -50551 -50551 VANGUARD EAFE P 530000 478611 51389 51389 DWS RREEF REAL ASSETS FUND P 3007706 3656500 -648794 -648794 1417953 0 33291 0 33291 0 33291 45384 0 0 0 45384 X 0 12093 12093 0 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 7813297470 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 2044 0 WILLIAM B GUTFARB 990 WASHINGTON STREET DEDHAM MA 02026 TRUSTEE 3.00 0 4433 0 MAUREEN H BLEDAY 990 WASHINGTON STREET DEDHAM MA 02026 CHIEF EXECUTIVE OFFICER 10.00 88804 38721 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 61339 30032 0 JOHN A DESISTO 990 WASHINGTON STREET DEDHAM MA 02026 CHIEF INVESTMENT OFFICER 10.00 61339 32968 0 ALICIA K VERITY 990 WASHINGTON STREET DEDHAM MA 02026 CPO / CCO / BOARD SECRETARY 10.00 57677 32914 0 NONE 0 TERAKEET LLC 333 WEST WASHINGTON ST SUITE 500 SYRACUSE NY 13202 STRATEGIC COMMUNICATIONS 166798 VAUGHAN NELSON 600 TRAVIS SUITE 3800 HOUSTON TX 770023071 PORTFOLIO MANAGEMENT SERVICES 52913 0 0 62040093 98893 4422023 66561009 0 0 66561009 998415 65562594 3278130 3278130 33291 33291 3244839 0 3244839 0 3244839 2988622 0 2988622 3244839 39593 0 0 2988622 39593 0 0 2949029 0 0 0 0 0 0 0 0 295810 0 0 0 X ALLEN-CHASE FOUNDATION 271 PINE NOOK RD PO BOX 7 DEERFIELD MA 01342 NONE PC SCHOLARSHIP PROGRAM 50000 ALLEN-CHASE FOUNDATION 271 PINE NOOK RD PO BOX 7 DEERFIELD MA 01342 NONE PC SUPPORT FOR SCHOOL FACILITY RENOVATIONS 25000 BOY SCOUTS OF AMERICA 9297 MEDICAL PLAZA DRIVE NORTH CHARLESTON SC 29406 NONE PC RECREATION & ENRICHMENT CAMP OPPORTUNITIES FOR UNDERSERVED YOUTH 15000 CAMP HARBOR VIEW FOUNDATION INC 79 NEWBURY STREET C/O CONNORS FAMILY OFFICE BOSTON MA 02116 NONE PC RECREATION & ENRICHMENT CAMP OPPORTUNITIES FOR UNDERSERVED YOUTH 50000 CHILDREN'S RECOVERY CENTER PO BOX 1499 MYRTLE BEACH SC 29578 NONE PC CAPITAL SUPPORT FOR NEW BEHAVIORAL AND MENTAL HEALTH FACILITY 25000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 111000 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 100000 FRIENDSHIP PLACE INC 1423 FRONT ST GEORGETOWN SC 29440 NONE PC BASIC NEEDS (FOOD, HOUSING) ACCESS FOR UNDERSERVED INDIVIDUALS AND FAMILIES 10000 GEORGETOWN BASEBALL SOFTBALL BOOSTER CLUB PO BOX 766 GEORGETOWN SC 29442 NONE PC BASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT 10000 HARBOR HISTORICAL ASSOCIATION OF GEORGETOWN 729 FRONT STREET GEORGETOWN SC 29440 NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 10000 HELPING HANDS AND HOOVES PO BOX 1315 MATTAPOISETT MA 02739 NONE PC ENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 10000 HITCHCOCK WOODS FOUNDATION PO BOX 1702 AIKEN SC 29802 NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25000 HORRY-GEORGETOWN TECHNICAL COLLEGE FOUNDATION INC 743 HEMLOCK AVENUE MYRTLE BEACH SC 29575 NONE PC SCHOLARSHIP PROGRAM 30000 LAKE CITY FIRST BAPTIST CHURCH PO BOX 820 LAKE CITY SC 29560 NONE PC CAPITAL PROJECT: BATHROOM RENOVATION FOR ACCESSIBILITY IMPROVEMENTS 25000 LEARN LIVE LOVE INC PO BOX 292 SCITUATE MA 02066 NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 25000 LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC 9800 S HEALTHPARK DRIVE 405 FORT MYERS FL 33908 NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 50000 MATTAPOISETT LAND TRUST INC PO BOX 31 MATTAPOISETT MA 02739 NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 15000 RON BURTON TRAINING VILLAGE INC PO BOX 2 HUBBARDSTON MA 01452 NONE PC EDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH 50000 ROUND THE BEND FARM INC 92 ALLENS NECK ROAD SOUTH DARTMOUTH MA 027481002 NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 25000 SMITH MEDICAL CLINIC INC 99 BASKERVILL DR PAWLEYS ISLAND SC 295856191 NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 30000 SOUTH CAROLINA DEPARTMENT OF NATURAL RESOURCES TOM YAWKEY WILDLIFE CENTER ONE YAWKEY WAY SOUTH GEORGETOWN SC 29440 NONE GOV ONGOING SUPPORT FOR CAPITAL, MAINTENANCE & EDUCATION PROGRAMS AT TOM YAWKEY WILDLIFE CTR 1508001 ST CHRISTOPHER'S CHILDREN INC 14323 OCEAN HIGHWAY UNIT 4143 PAWLEYS ISLAND SC 29585 NONE PC HEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS 10000 TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 024670000 NONE PC CAPITAL RENOVATIONS FOR BASEBALL & SPORTS FIELD FACILITIES 50000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 NONE PC SCHOLARSHIP PROGRAM 50000 2309001 CHILDREN'S RECOVERY CENTER PO BOX 1499 MYRTLE BEACH SC 29578 NONE PC CAPITAL SUPPORT FOR NEW BEHAVIORAL AND MENTAL HEALTH FACILITY 25000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 NONE PC NATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION 222000 247000 14 86610 14 1110087 18 1765411 SECURITY LITIGATION INCOME 01 275 MISC. INCOME 01 36 0 2962419 0 2962419 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX FEES 43850 16339 0 27511 CONSERVATION LAND - $808,476 PART II, LINE 14 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 MANAGED BY DNR AND SURROUNDED BY THE TYWC. 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. 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 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, 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. 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BUTTERFIELD+SON 99711 99711 WEC ENERGY GROUP INC 99068 99068 NVENT ELECTRIC PLC 98680 98680 AUTOZONE INC 95668 95668 PROLOGIS INC 93043 93043 SAIA INC 92026 92026 PERFORMANCE FOOD GROUP CO 90932 90932 NASDAQ INC 90117 90117 PUBLIC STORAGE 89975 89975 AMEREN CORPORATION 88761 88761 EQUIFAX INC 87788 87788 AVALONBAY COMMUNITIES INC 87432 87432 CRANE CO 87424 87424 ARES MANAGEMENT CORP A 85622 85622 BOOZ ALLEN HAMILTON HOLDINGS 85572 85572 LABORATORY CRP OF AMER HLDGS 84097 84097 BLACKSTONE INC 84051 84051 NEXTERA ENERGY INC 83578 83578 GENERAL MILLS INC 82207 82207 ALLSTATE CORP 81888 81888 MOTOROLA SOLUTIONS INC 79838 79838 NIKE INC CL B 79039 79039 APOLLO GLOBAL MANAGEMENT INC 78373 78373 GENUINE PARTS CO 74929 74929 CMS ENERGY CORP 74910 74910 EVERSOURCE ENERGY 69744 69744 FABRINET 60906 60906 DTE ENERGY COMPANY 59981 59981 PACKAGING CORP OF AMERICA 54575 54575 AZEK CO INC/THE 45326 45326 FIRST AMERICAN FINANCIAL 45108 45108 HUBBELL INC 44406 44406 CENCORA INC 44157 44157 REPUBLIC SERVICES INC 43701 43701 CROWN HOLDINGS INC 41901 41901 NEXSTAR MEDIA GROUP INC 39188 39188 ARTHUR J GALLAGHER + CO 38230 38230 949964 949964 0 0 MILLSTREET CRDT OFF FUND LTD FMV 4290502 4290502 CHATHAM ASSET HIGH YIELD FMV 529552 529552 LEGAL FEES 1881 700 0 1181 BANK FEES 904 337 0 567 D & O INSURANCE 15004 5590 0 9414 EQUIPMENT RENTAL & REPAIRS 907 338 0 569 FILING FEES 2217 826 0 1391 MAINTENANCE AGREEMENTS 15346 3191 0 12155 MEMBERSHIP DUES 2179 812 0 1367 OFFICE & GENERAL SUPPLIES 1571 585 0 986 OTHER MISCELLANEOUS EXPENSES 3535 1317 0 2218 POSTAGE & SHIPPING 475 177 0 298 PROFESSIONAL DEVELOPMENT AND TRAINING 459 171 0 288 PUBLICATIONS & SUBSCRIPTIONS 869 324 0 545 TELEPHONE 805 300 0 505 PARTNERSHIP K-1S - OTHER INCOME 276445 0 SECURITY LITIGATION INCOME 275 275 0 MISC. 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