2023-11-15T12:00:41-06:00 2022-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2022-01-01 046004808 THE DEVONSHIRE FOUNDATION DEVO 6173579110 CO HCM 75 FEDERAL ST 1100 BOSTON MA 021101911 CHARLES E CLAPP III TREASURER 6173579110 2023-11-15 1 CHARLES CLAPP III 046004808 1 DAVID KELLEHER CPA P01059560 5083669100 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 54504998 X X 1204297 1204297 1315385 10540656 1315385 308309 245918 2827991 2765600 0 0 0 9822 0 9822 8250 0 8250 654531 205909 448622 44765 13274 0 107489 90391 17098 824857 309574 483792 3276439 3276439 4101296 309574 3760231 -1273305 2456026 34850 342956 342956 2687646 3124388 3124388 26413318 16354700 30781810 5618715 11846838 11814379 3951714 5482445 8441465 38706243 37151327 54504998 0 0 X 0 0 0 0 38706243 37151327 38706243 37151327 38706243 37151327 38706243 -1273305 0 37432938 281611 37151327 PUBLICLY TRADED SECURITIES 10472820 9225271 1247549 1247549 CAPITAL GAINS DIVIDENDS P 67836 67836 67836 1315385 34139 0 34139 0 34139 0 0 0 0 0 1584 35723 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 WWW.THEDEVONSHIREFOUNDATION.ORG WESTON HOWLAND III 6173579110 C/O HCM 75 FEDERAL ST 1100 BOSTON MA 021101911 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WESTON HOWLAND III C/O HOWLAND CAPITAL 75 FEDERAL ST SUITE 1100 BOSTON MA 02110 PRESIDENT 1.00 0 0 0 CHARLES E CLAPP III C/O HOWLAND CAPITAL 75 FEDERAL ST SUITE 1100 BOSTON MA 02110 TREASURER 1.00 0 0 0 SUSAN DAVIDSON C/O HOWLAND CAPITAL 75 FEDERAL ST SUITE 1100 BOSTON MA 02110 TRUSTEE 1.00 0 0 0 NONE 0 HOWLAND CAPITAL 75 FEDERAL STREET SUITE 1100 BOSTON MA 021101911 GRANT & INVESTMENT MGMT 634260 0 0 55026223 1979873 0 57006096 0 0 57006096 855091 56151005 2807550 2807550 34139 1783 35922 2771628 0 2771628 0 2771628 3760231 0 3760231 2771628 0 0 149894 236058 385952 3760231 0 0 0 2771628 988603 0 0 1374555 0 0 0 0 0 0 0 1374555 149894 236058 988603 X MYSTIC RIVER WATERSHED ASSOCIATION 20 ACADEMY STREET SUITE 306 ARLINGTON MA 02476 PC MYSTIC RIVER WATERSHED ASSOCIATION'S (MYRWA) THREE-YEAR GRANT SUPPORTS MYRWA TO BUILD A MORE ROBUST ANNUAL GIVING PROGRAM, AND TO PUT MYRWA IN A POSITION TO BE ABLE TO ARTICULATE THE IMPORTANCE OF THIS WORK FOR ALL OF ITS COMMUNITY MEMBERS. 125000 PHILANTHROPY MA 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 PC ANNUAL MEMBERSHIP 12750 SILVER LINING MENTORING 727 ATLANTIC AVE 3 BOSTON MA 02111 PC SILVER LINING MENTORINGS (SLM) THREE-YEAR GRANT SUPPORTS INCREASING ITS COMMUNICATIONS CAPACITY TO MEET THE MENTOR RECRUITMENT AND FUNDRAISING GOALS. 185000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE (ARBORETUM YOUTH SCIENTISTS) 1033 MASSACHUSETTS AVE STE 3 CAMBRIDGE MA 02138 PC MATCHING GRANT 25000 COLLEGE BOUND DORCHESTER 275 EAST COTTAGE STREET DORCHESTER MA 02125 PC COLLEGE BOUND DORCHESTER'S THREE-YEAR GRANT WILL SUPPORT CREATING AND SUSTAINING THE UNCORNERED APPRENTICESHIP PROGRAM. THIS PROGRAM WILL RECRUIT AND TRAIN INDIVIDUALS WHO HAVE PARTICIPATED IN THE UNCORNERED PROGRAM TO BECOME PROFESSIONAL COMMUNITY-BASED MENTORS. 300000 COMPANY ONE THEATRE 539 TREMONT ST BOSTON MA 02116 PC COMPANY ONE'S THREE-YEAR GRANT SUPPORTS AN INCREASE IN FUNDRAISING AND EARNED REVENUE. THROUGH THIS GRANT, COMPANY ONE WILL EXPAND ITS IN-SCHOOL AND COMMUNITY PROGRAM AS WELL AS INCREASE ITS INDIVIDUAL DONOR BASE. 70000 HALE 80 CARBY STREET WESTWOOD MA 02090 PC HALE'S THREE-YEAR, CAPACITY BUILDING GRANT SUPPORTS BUILDING HALES DIGITAL PRESENCE THROUGH A NEW WEBSITE, ACCESSIBLE APPLICATIONS, AND TARGETED COMMUNICATIONS. 120000 MEDICINE WHEEL PRODUCTIONS 110 K STREET BOSTON MA 02127 PC GRANT TO SUPPORT HIRING PROCESS FOR EXECUTIVE STAFF 60000 SOCIAL INNOVATION FORUM INC 2 OLIVER STREET SUITE 802 BOSTON MA 02109 PC MATCHING GRANT 50000 THE LOOP LAB 872 MASSACHUSETTS AVE CAMBRIDGE MA 02139 PC THE LOOP LAB'S (TLL) THREE-YEAR, CAPACITY BUILDING GRANT SUPPORTS EXPANDING TLL'S INCOME EARNING PRODUCTION CAPACITY AND SIGNIFICANTLY ENHANCING DEVELOPMENT EFFORTS, ENABLING TLL TO INCREASE THE ANNUAL NUMBER OF MEDIA ARTS APPRENTICES THEY GRADUATE. 175000 TRUSTEES OF BOSTON UNIVERSITY (WBUR) 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 PC WBUR'S THREE-YEAR GRANT SUPPORTS BUILDING THE REPORTING CAPACITY OF EARTHWHILE, WBUR'S ENVIRONMENTAL JOURNALISM VERTICAL AND INCREASING EARTHWHILE'S AUDIENCE ENGAGEMENT THROUGH A NEWSLETTER AND EVENTS. 161539 SOCIAL INNOVATION FORUM INC 2 OLIVER STREET SUITE 802 BOSTON MA 02109 PC ENVIRONMENTAL JUSTICE TRACK PARTNER 50000 BREAKTIME 170 PORTLAND STREET BOSTON MA 02114 PC THREE-YEAR CAPACITY BUILDING GRANT TO SUPPORT BREAKTIME'S STATEWIDE EXPANSION THROUGH BUILDING ORGANIZATIONAL CAPACITY AND INCREASED DEVELOPMENT EFFORTS. 240000 DOC WAYNE YOUTH SERVICES 418 COMMONWEALTH AVENUE BOSTON MA 02115 PC DOC WAYNES THREE-YEAR GRANT SUPPORTS CONTINUING TO SOLIDIFY THE LAUNCH OF THE CHAMPIONS NETWORK, EMPOWERING POSITIVE YOUTH DEVELOPMENT PROFESSIONALS ACROSS COMMUNITIES WITH SKILLS TO SUPPORT THE MENTAL HEALTH OF YOUTH IN THEIR CARE. 100000 LOUIS D BROWN PEACE INSTITUTE 15 CHRISTOPHER STREET DORCHESTER MA 02122 PC MATCHING GRANT 25000 YWCA BOSTON 140 CLARENDON ST SUITE 403 BOSTON MA 02116 PC YW BOSTONS THREE-YEAR MULTI-YEAR GRANT SUPPORTS DOUBLING INCLUSIONBOSTONS PROGRAM REVENUE, AND ENABLING YW TO INCREASE THE NUMBER OF ORGANIZATIONS THAT PARTICIPATE IN INCLUSIONBOSTON BY AT LEAST 100%. 200000 MYSTIC RIVER WATERSHED ASSOCIATION 20 ACADEMY STREET SUITE 306 ARLINGTON MA 02476 PC MATCHING GRANT 25000 BUILDING AUDACITY 75 ALLEN AVE LYNN MA 01902 PC BUILDING AUDACITY'S THREE-YEAR GRANT SUPPORTS OVERALL FUNDRAISING AND THE HIRING THE STRATEGIC PARTNERSHIPS DIRECTOR TO HELP SCALE BUILDING AUDACITY'S, ON THE GROW PROGRAM. 125000 NATIONAL CENTER FOR FAMILY PHILANTHROPY 1667 K STREET NW SUITE 550 WASHINGTON DC 20006 PC ANNUAL MEMBERSHIP 2500 BOYS AND GIRLS CLUB OF BOSTON (YOUTHCONNECT) 200 HIGH STREET FLOOR 3 BOSTON MA 02110 PC ONE-TIME, MATCHING GRANT FOR YOUTHCONNECT'S ANNUAL BREAKFAST 10000 ACE 2201 WASHINGTON STREET SUITE 302 ROXBURY MA 02119 PC THREE-YEAR GRANT SUPPORTS INCREASING INTERNAL FINANCIAL CONTROL AND INFRASTRUCTURE. 70000 BIKES NOT BOMBS 284 AMORY STREET JAMAICA PLAIN MA 02130 PC THREE-YEAR GRANT SUPPORTS INCREASING STAFF CAPACITY TO DOUBLE THE NUMBER OF YOUTH SERVED AND INCREASE ANNUAL FUNDRAISING CAPACITY. 275000 CHICA PROJECT 1266 FURNACE BROOK PKWY SUITE 410 QUINCY MA 02169 PC CHICA PROJECT'S THREE-YEAR GRANT SUPPORTS INCREASING THE STAFF CAPACITY NEEDED TO INCREASE THE NUMBER OF YOUNG UNDERSERVED LATINAS AND OTHER YOUNG WOMEN OF COLOR AND EXPAND THE PROGRAM TO OTHER COMMUNITIES. 145000 ORIGINATION CULTURAL ARTS CENTER 3708 WASHINGTON STREET JAMAICA PLAIN MA 02130 PC ORIGINATION'S THREE-YEAR GRANT SUPPORTS HIRING DEVELOPMENT STAFF TO INCREASE FUNDRAISING AND MANAGE DEVELOPMENT EFFORTS. 75000 FATHERS' UPLIFT INC 12 SOUTHERN AVE DORCHESTER MA 02124 PC FATHERS' UPLIFT'S THREE-YEAR GRANT SUPPORTS ENABLING ITS FACILITIES, SERVICES, AND CLINICIANS TO BECOME CARF CERTIFIED AND TO INCREASE STAFF AND THE MANUALIZATION OF ITS APPROACH, WITH AN OVERALL GOALS OF INCREASING EARNED REVENUE AND BUILDING THE CAPACITY OF ITS OPERATIONS. 130000 LOUIS D BROWN PEACE INSTITUTE 15 CHRISTOPHER STREET DORCHESTER MA 02122 PC THE LOUIS D. BROWN PEACE INSTITUTE'S THREE-YEAR GRANT SUPPORTS INCREASING BOARD CAPACITY AND STAFF SUSTAINABILITY, DEVELOPING AND MONETIZING PRODUCTS AND INCREASING ITS OVERALL EARNED INCOME. 100000 MANOMET 125 MANOMET POINT ROAD PLYMOUTH MA 02360 PC MANOMETS THREE-YEAR GRANT SUPPORTS EMBEDDING DEI INTO ITS EDUCATION AND OUTREACH WORK, AND TO DEVELOP A SUSTAINABLY FUNDED PIPELINE INTO CONSERVATION, SUSTAINABILITY, AND ORNITHOLOGY CAREERS FOR DIVERSE STUDENTS AND EARLY CAREER PROFESSIONALS. 210000 LOWELL PARKS AND CONSERVATION TRUST PO BOX 7162 LOWELL MA 01852 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 ASPETUCK LAND TRUST PO BOX 444 WESTPORT CT 06881 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 500 RESIST INC (BOSTON CLIMATE ACTION NETWORK) PO BOX 301240 BOSTON MA 02130 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 BOSTON FOOD AND FOREST COALITION 76 WELD HILL ST JAMAICA PLAIN MA 02130 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 PC GENERAL OPERATING SUPPORT 10000 COACHING FOR CHANGE 427 WINTHROP ST STE A TAUNTON MA 02780 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 CROSSROADS 119 MYRTLE STREET DUXBURY MA 02332 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 DAYS FOR GIRLS INTERNATIONAL PO BOX 2622 MOUNT VERNON WA 982737622 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 1000 FRIENDS OF THE CHILDREN BOSTON 184 DUDLEY STREET SUITE 100 ROXBURY MA 02119 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 MANOMET 125 MANOMET POINT ROAD PLYMOUTH MA 02360 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 1000 PIONEER INSTITUTE 185 DEVONSHIRE ST STE 1101 BOSTON MA 02110 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 POUND RIDGE AMBULANCE CORP PO BOX 237 POUND RIDGE NY 105760237 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 500 POUND RIDGE FIRE DEPARTMENT WESTCHESTER AVENUE POUND RIDGE NY 105760237 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 500 SANT BANI SCHOOL 19 ASHRAM RD SANBORNTON NH 03269 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 1500 SCIENCE CLUB FOR GIRLS 136 MAGAZINE STREET 2 CAMBRIDGE MA 02139 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 SILVER LINING MENTORING 727 ATLANTIC AVE 3 BOSTON MA 02111 PC MATCHING GRANT 25000 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 THE PREPARATORY INC (YOUNG MAN WITH A PLAN) 885 RIVER STREET BOSTON MA 02136 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 GREENROOTS 227 MARGINAL STREET SUITE 1 CHELSEA MA 02150 PC MATCHING GRANT 50000 THIRD SECTOR NEW ENGLAND (MATTAPAN FOOD AND FITNESS) 1613 BLUE HILL AVE MATTAPAN MA 02126 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 GROUNDWORKS SOMERVILLE 337 SOMERVILLE AVENUE 2B SOMERVILLE MA 02143 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 AMERICAN FOREIGN SERVICE ASSOCIATION 2101 E ST NW WASHINGTON DC 200372916 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 6132 TUFTS UNIVERSITY BALLOU HALL MEDFORD MA 02155 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 11990 AMERICAN FOREIGN SERVICE ASSOCIATION 2101 E ST NW WASHINGTON DC 200372916 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 5538 TUFTS UNIVERSITY BALLOU HALL MEDFORD MA 02155 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 10990 3276439 0 14 1204297 245918 14 1315385 MISCELLANEOUS INCOME 62391 0 2519682 308309 2827991 11A OTHER INCOME NOT RELATED TO INVESTMENTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8250 0 8250 INVESTMENTS - COPORATE BONDS 11846838 11814379 INVESTMENTS - CORPORATE STOCK 16354700 30781810 LEGAL FEES 9822 0 9822 VENTURE CAPITAL PARTNERSHIPS 3951714 5482445 8441465 TIMING DIFFERENCES 281611 FILING FEES 500 500 0 MISCELLANEOUS 16993 0 16993 BANK FEES 105 0 105 DEDUCTIONS FROM K-1S 89891 89891 0 INCOME FROM PTP K-1S 245918 245918 245918 MISCELLANEOUS INCOME 62391 62391 INVESTMENT MANAGEMENT FEES 205909 205909 0 HOWLAND CAPITAL 428341 0 428341 OTHER CONSULTANTS 20281 0 20281 FOREIGN TAX 13274 13274 0 FEDERAL TAXES 31491 0 0