Nonprofit · EIN 04-2768239
YAWKEY FOUNDATION II
Tax-exempt · WESTWOOD, MA 02090
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $36,036,842 | $24,775,322 | $11,261,520 | $467,408,406 | $0 | $467,408,406 |
| December 31, 2023 | 990-PF | $8,581,203 | $24,272,319 | -$15,691,116 | $448,413,557 | $0 | $448,413,557 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $7,235,548
- Interest
- $592,395
- Net gain from sales of assets
- $28,185,251
- Other income
- $23,648
Expenses
- Grants and similar amounts paid
- $19,106,806
- Compensation of officers, directors and key employees
- $1,938,347
- Salaries, compensation and benefits (total)
- $562,688
- Disbursements for charitable purposes
- $21,896,417
- Excise tax on investment income
- $381,175
Balance sheet and other
- Total assets, start of year
- $448,413,557
- Total assets, end of year
- $467,408,406
- Total liabilities, end of year
- $0
- Net assets, end of year
- $467,408,406
- Fair market value of assets
- $467,408,406
- Qualifying distributions
- $21,896,417
- Net investment income
- $29,834,677
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MAUREEN H BLEDAY 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE / CHIEF EXECUTIVE OFFICER | 40 | $420,394 | $179,659 |
| ALICIA K VERITY 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | CPO / CCO / BOARD SECRETARY | 40 | $306,112 | $161,982 |
| JOHN M REDMOND 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | CFO / TREASURER | 40 | $281,623 | $141,671 |
| JOHN A DESISTO 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | CHIEF INVESTMENT OFFICER | 40 | $197,031 | $73,691 |
| MARYBETH CONNOLLY 100 LOWDER BROOK DRIVE SUITE 2800, WESTWOOD, MA 02090 | INVESTMENT DIRECTOR Highest-paid employee | 33 | $166,403 | $33,281 |
| MAICHARIA WEIR LYTLE 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | CPO ELECT | 40 | $165,187 | $29,224 |
| HIRUT M GEWE 100 LOWDER BROOK DRIVE SUITE 2800, WESTWOOD, MA 02090 | CONTROLLER Highest-paid employee | 33 | $122,363 | $73,034 |
| KAREN GREENE 100 LOWDER BROOK DRIVE SUITE 2800, WESTWOOD, MA 02090 | DIRECTOR OF GRANTS A Highest-paid employee | 33 | $120,241 | $86,112 |
| NICHOLAS CHAN 100 LOWDER BROOK DRIVE SUITE 2800, WESTWOOD, MA 02090 | DATABASE & TECHNOLOG Highest-paid employee | 33 | $91,017 | $52,705 |
| JOHN L HARRINGTON 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | BOARD CHAIR / TRUSTEE | 9 | $86,000 | $9,166 |
| JAMES P HEALEY 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 7 | $67,000 | $18,332 |
| EILEEN M KENNEDY 100 LOWDER BROOK DRIVE SUITE 2800, WESTWOOD, MA 02090 | OFFICE MANAGER Highest-paid employee | 33 | $60,325 | $40,959 |
| GEORGE R NEBLE 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 5 | $60,000 | $0 |
| JUSTIN P MORREALE 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 4 | $54,000 | $0 |
| REV DR RAY HAMMOND 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 3 | $46,000 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEBRA MCNULTY 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 3 | $44,000 | $0 |
| JUDITH WALDEN SCARAFILE 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 3 | $44,000 | $0 |
| MYECHIA MINTER-JORDAN 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 3 | $44,000 | $0 |
| WILLIAM B GUTFARB 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 3 | $44,000 | $18,406 |
| VANESSA CALDERON-ROSADO 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 2 | $41,000 | $0 |
| CHARLES CLOUGH JR 100 LOWDER BROOK DRIVE - SUITE 2800, WESTWOOD, MA 02090 | TRUSTEE | 3 | $38,000 | $0 |
990-PF for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MAUREEN H BLEDAY 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE / CHIEF EXECUTIVE OFFICER | 40 | $396,196 | $172,756 |
| JOHN M REDMOND 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | COO / CFO / TREASURER | 40 | $273,661 | $133,986 |
| JOHN A DESISTO 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | CHIEF INVESTMENT OFFICER | 40 | $273,661 | $147,089 |
| ALICIA K VERITY 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | CPO / CCO / BOARD SECRETARY | 40 | $257,323 | $146,848 |
| HIRUT M GEWE 990 WASHINGTON STREET SUITE 315, DEDHAM, MA 02026 | CONTROLLER Highest-paid employee | 33 | $118,941 | $70,799 |
| KAREN GREENE 990 WASHINGTON STREET SUITE 315, DEDHAM, MA 02026 | DIRECTOR OF GRANTS A Highest-paid employee | 33 | $116,817 | $78,753 |
| JOHN L HARRINGTON 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | BOARD CHAIR / TRUSTEE | 8 | $104,000 | $9,117 |
| MARYBETH CONNOLLY 990 WASHINGTON STREET SUITE 315, DEDHAM, MA 02026 | INVESTMENT ANALYST Highest-paid employee | 33 | $72,051 | $0 |
| JUSTIN P MORREALE 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 5 | $70,000 | $0 |
| GEORGE R NEBLE 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 5 | $66,000 | $0 |
| JAMES P HEALEY 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 4 | $59,000 | $18,235 |
| REV DR RAY HAMMOND 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 4 | $58,000 | $0 |
| JUDITH WALDEN SCARAFILE 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 4 | $56,000 | $0 |
| EILEEN M KENNEDY 990 WASHINGTON STREET SUITE 315, DEDHAM, MA 02026 | OFFICE MANAGER Highest-paid employee | 33 | $48,688 | $37,943 |
| NICHOLAS CHAN 990 WASHINGTON STREET SUITE 315, DEDHAM, MA 02026 | DATABASE & TECHNOLOG Highest-paid employee | 33 | $47,426 | $19,236 |
| WILLIAM B GUTFARB 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 3 | $47,000 | $19,779 |
| MYECHIA MINTER-JORDAN 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 3 | $46,000 | $0 |
| DEBRA MCNULTY 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 3 | $44,000 | $0 |
| VANESSA CALDERON-ROSADO 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 2 | $42,000 | $0 |
| CHARLES CLOUGH JR 990 WASHINGTON STREET - SUITE 315, DEDHAM, MA 02026 | TRUSTEE | 2 | $35,000 | $0 |
Address and contacts
- Address (IRS master file)
- 100 LOWDER BROOK DR, WESTWOOD, MA 02090-1185
- In care of
- % YAWKEY ASSOC
- Signed the 990-PF
- JOHN M REDMOND, CFO
- Phone
- (781) 329-7470
- Website
- WWW.YAWKEYFOUNDATIONS.ORG
- Return prepared by
- GRANT THORNTON ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2768239
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $467,408,406
- Income (IRS master file)
- $215,123,430
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $36,036,842 | $24,775,322 | $467,408,406 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $8,581,203 | $24,272,319 | $448,413,557 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2768239).
Questions about YAWKEY FOUNDATION II
- What is the EIN of YAWKEY FOUNDATION II?
- The employer identification number (EIN) of YAWKEY FOUNDATION II is 04-2768239.
- Is YAWKEY FOUNDATION II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to YAWKEY FOUNDATION II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does YAWKEY FOUNDATION II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of YAWKEY FOUNDATION II due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did YAWKEY FOUNDATION II last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of YAWKEY FOUNDATION II?
- The 990-PF for the year ended December 31, 2024 lists 21 people; 21 received compensation from the organization, the highest $420,394 (MAUREEN H BLEDAY, TRUSTEE / CHIEF EXECUTIVE OFFICER).
- How much revenue does YAWKEY FOUNDATION II have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $36,036,842, expenses of $24,775,322 and total assets of $467,408,406 at year end.
Other nonprofits in WESTWOOD
- YAWKEY FOUNDATION EIN 13-2890749 · last filed 990-PF for 2024
- ALTAMIRA FOUNDATION EIN 20-7190733 · last filed 990-PF for 2024
- RANDS FOUNDATION EIN 87-0757900 · last filed 990-PF for 2025
- PHYLLIS ANTHONY CHARITABLE TRUST EIN 32-6175794 · last filed 990-PF for 2025
- ELEANORE BENNETT CHARITABLE TR NO 2 EIN 30-0088372 · last filed 990-PF for 2025
- LEBANESE-SYRIAN LADIES AID SOCIETY EIN 04-2673835 · last filed 990-EZ for 2024
- SPARK FOUNDATION EIN 47-7106346 · last filed 990-PF for 2025
- HAYES FAMILY FOUNDATION EIN 32-0669440 · last filed 990-PF for 2024
All nonprofits in WESTWOOD · Massachusetts · Philanthropy, voluntarism and grantmaking foundations