WESTWOOD, MA

Yawkey Foundation Ii

Quick Facts

EIN: 042768239
Location: WESTWOOD, MA
Category: Philanthropy & Grantmaking
Total Assets: $467.4M
Annual Income: $215.1M
IRS Ruling Year: 1983
Organization Type: Corporation
Principal Officer: % Yawkey Assoc
Tax Deductibility: Contributions are deductible

About This Foundation

Yawkey Foundation Ii is a private corporation based in WESTWOOD, MA. The foundation received its IRS ruling in 1983. The principal officer is % Yawkey Assoc. It holds total assets of $467.4M. Annual income is reported at $215.1M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.

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Financial Overview

Total Giving

$24.3M

2023-3%

Total Assets

$448.4M

2023+7%

Fair Market Value

$448.4M

2023

Net Worth

$448.4M

2023

Grants Paid

$19M

2023

Contributions

2023

Net Investment Income

$7.6M

2023

Distribution Amount

$21.3M

2023

Total Giving by Year

$26.6M

$25.4M

$26.4M

$28.9M

$27M

$26.6M

$25.2M

$30.2M

$25.1M

$24.3M

Asset Growth

$404.1M

$432.8M

$469.6M

$459M

$423.2M

$450M

$484.5M

$512.1M

$420.5M

$448.4M

Investment Portfolio (2023)

Total: $296.1M

Corporate Stock: $252.4M

Corporate Bonds: $28.6M

Government Obligations: $15M

Other Investments: $146.9M

Cash: $705K

Corporate Stock (57%)

Corporate Bonds (6%)

Government Obligations (3%)

Other Investments (33%)

Cash (0%)

Expense Breakdown (2023)

Grants Paid$19M

Officer Compensation$1.8M

Pension & Benefits$952K

Accounting Fees$198K

Occupancy$167K

Travel & Conferences$36K

Depreciation$5K

Printing & Publications$4K

Legal Fees$3K

Revenue Sources (2023)

Dividends: $4.8M
Capital Gains (Net): $3.3M
Interest: $293K
Other Income: $145K

Financial Details (2023)

Total Revenue: $8.6M
Total Expenses: $24.3M
Exempt Purpose Expenses: $22M
Required Distribution: $21.3M
Undistributed Income: $0
Grants Approved (Future): $13.2M
Total Liabilities: $1
Excise Tax: $106K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

Grantmaking Insights

Total Grants

Total Giving

$15.7M

Average Grant

$313K

Median Grant

$100K

Grant Range

Min$75K

Max$4M

Median: $100K

Smallest grantLargest grant

Geographic Distribution of Grants

NY: $750K (1)

MA: $14.9M (49)

MA$14.9M (49)

NY$750K (1)

Past Grantees

Recipient	Location	Amount	Year
Trustees Of Boston CollegeCAPITAL PROJECT: CONSTRUCTION OF FRATES CENTER BASEBALL & SOFTBALL FIELD COMPLEX	Chestnut Hill, MA	$4M	2023
Dimock Community Health Center IncHEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS	Roxbury, MA	$1.5M	2023
Boston Foundation IncYAWKEY SCHOLARS PROGRAM	Boston, MA	$857K	2023
Boston Medical Center Corporation Sponsored ProgramsHEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	Boston, MA	$750K	2023
Inquilinos Boricuas En Accion IncCAPITAL PROJECT: NEW BUILDING TO EXPAND PROGRAMS AND MISSION DELIVERY	Boston, MA	$750K	2023
National Baseball Hall Of Fame And Museum IncDEVELOPMENT, EDUCATION, AND OUTREACH FOR BLACK BASEBALL INITIATIVE	Cooperstown, NY	$750K	2023
House Of Possibilities IncSTRATEGIC INVESTMENT FOR EXPANSION OF EASTON FACILITY	Easton, MA	$555K	2023
Pine Street Inn IncCAPITAL SUPPORT TO SCALE PERMANENT SUPPORTIVE HOUSING FOR THE HOMELESS	Boston, MA	$500K	2023
Vietnam Veterans Workshop IncCAPITAL SUPPORT FOR HOUSING HOMELESS INDIVIDUALS AND FAMILIES	Boston, MA	$500K	2023
Lawrence Catholic Academy Of Lawrence Massachusetts IncCAPITAL PROJECT: NEW BUILDINGS FOR SCHOOL AND RECREATION/ATHLETICS	Lawrence, MA	$500K	2023
The Greater Boston Food Bank IncCAPITAL PROJECT FOR HUNGER RELIEF & FOOD ACCESS	Boston, MA	$250K	2023
Easter Seals Massachusetts IncCAPITAL PROJECT TO ENHANCE OPPORTUNITY FOR PEOPLE WITH DISABILITIES	Worcester, MA	$250K	2023
Boston Foundation IncSUPPORT FOR KING BOSTON: THE EMBRACE MONUMENT	Boston, MA	$250K	2023
My Brothers Keeper IncEXPANSION AND RENOVATION OF EASTON FACILITY	Easton, MA	$250K	2023
Youth Enrichment Services IncCAPITAL PROJECT: NEW BUILDING TO IMPROVE DELIVERY OF YOUTH PROGRAMS	Boston, MA	$250K	2023
Bridge Over Troubled Waters IncWRAPAROUND BASIC NEEDS FOR UNDERSERVED YOUTH	Boston, MA	$225K	2023
Special Olympics Massachusetts IncENRICHMENT & RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES	Marlborough, MA	$200K	2023
Boston Foundation IncSKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR	Boston, MA	$200K	2023
Catholic Charitable Bureau Of The Archdiocese Of Boston IncBASIC NEEDS CAPACITY BUILDING IN LYNN AND BROCKTON	Boston, MA	$175K	2023
Boston Children'S MuseumEDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	Boston, MA	$150K	2023
Boston Health Care For The Homeless Program IncHEALTH CARE ACCESS FOR HOMELESS INDIVIDUALS	Boston, MA	$150K	2023
The Wang Center For The Performing Arts Inc (Boch Center)CAPITAL IMPROVEMENTS PROJECT FOR ARTS PROGRAM ACCESS & OUTREACH	Boston, MA	$125K	2023
Pan-Massachusetts Challenge IncHEALTH CARE SUPPORT FOR UNDERSERVED INDIVIDUALS	Needham, MA	$125K	2023
Boys And Girls Clubs Of Boston IncEDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	Boston, MA	$100K	2023
My Brothers Keeper IncHOLIDAY GIFT PROGRAM FOR UNDERSERVED FAMILIES	Easton, MA	$100K	2023
Mass General Brigham IncorporatedCAPITAL SUPPORT FOR NEW BEHAVIORAL AND MENTAL HEALTH FACILITY	Newton, MA	$100K	2023
Mass Mentoring Partnership IncMENTAL HEALTH & SOCIAL-EMOTIONAL SUPPORT FOR VULNERABLE YOUTH	Boston, MA	$100K	2023
Catholic Schools Foundation IncEDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	Boston, MA	$100K	2023
Trustees Of Boston CollegeSCHOLARSHIP PROGRAM	Chestnut Hill, MA	$100K	2023
Nashoba Learning Group IncCAPITAL PROJECT TO ENHANCE OPPORTUNITY FOR PEOPLE WITH DISABILITIES	Bedford, MA	$100K	2023
Cathedral High School IncSUPPORT FOR SCHOOL FACILITY RENOVATIONS	Boston, MA	$100K	2023
St Mary'S Center For Women And ChildrenWRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES	Dorchester, MA	$100K	2023
Roca IncWRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS	Chelsea, MA	$100K	2023
Museum Of ScienceEDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	Boston, MA	$100K	2023
Greater Lawrence Family Health Center IncHEALTH CARE ACCESS FOR UNDERSERVED INDIVIDUALS & COMMUNITIES	Methuen, MA	$100K	2023
My Brothers Keeper IncEXPANSION AND RENOVATION OF EASTON FACILITY	Easton, MA	$100K	2023
Fund For Catholic Schools IncSKILLS BUILDING & EDUCATIONAL PROGRAMS TO STRENGTHEN NONPROFIT SECTOR	Braintree, MA	$100K	2023
La ColaborativaWRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS	Chelsea, MA	$100K	2023
HopewellWRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED YOUTH	Dedham, MA	$85K	2023
Boys And Girls Clubs Of Dorchester IncEDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	Dorchester, MA	$75K	2023
Philanthropy Massachusetts IncSUMMERFUND: RECREATION & ENRICHMENT FOR UNDERSERVED YOUTH	Boston, MA	$75K	2023
Bma Tenpoint IncEDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	Roxbury, MA	$75K	2023
More Than Words IncEDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	Waltham, MA	$75K	2023
Rosies Place IncWRAPAROUND BASIC NEEDS FOR UNDERSERVED INDIVIDUALS	Boston, MA	$75K	2023
Round The Bend Farm IncNATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION	South Dartmouth, MA	$75K	2023
Familyaid Boston IncWRAPAROUND BASIC NEEDS (FOOD, HOUSING) FOR UNDERSERVED INDIVIDUALS AND FAMILIES	Boston, MA	$75K	2023
Generation Excel Youth Development Program Inc (Bethel Institute For CommuEDUCATION & ENRICHMENT OPPORTUNITIES FOR UNDERSERVED YOUTH	Jamaica Plain, MA	$75K	2023
My Brothers Keeper IncEXPANSION AND RENOVATION OF EASTON FACILITY	Easton, MA	$75K	2023
The Baseball IncBASEBALL & SOFTBALL PROGRAMS FOR RECREATION & SKILLS DEVELOPMENT	Roxbury, MA	$75K	2023
Woods Hole Oceanographic InstitutionNATURE & WILDLIFE PROGRAMS FOR CONSERVATION, PROTECTION & EDUCATION	Woods Hole, MA	$75K	2023