2022-11-15T16:25:06-06:00 2021-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2021-01-01 046004808 THE DEVONSHIRE FOUNDATION DEVO 6173579110 CO HCM 75 FEDERAL ST 1100 BOSTON MA 021101911 CHARLES E CLAPP III TREASURER 6173579110 2022-11-15 1 CHARLES CLAPP III 046004808 DAVID KELLEHER CPA P01059560 5083669100 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 69351627 X X 1844318 1844318 3376902 6097271 3376902 1460 0 5222680 5221220 0 0 0 4871 0 4871 6076 0 6076 534426 213346 321080 57454 22769 0 1304 500 804 604131 236615 332831 3035375 3035375 3639506 236615 3368206 1583174 4984605 287350 34850 34850 1149233 2687646 2687646 27363891 26413318 55437632 4762575 5618715 5762921 4119337 3951714 5428578 37682386 38706243 69351627 0 0 X 0 0 0 0 37682386 38706243 37682386 38706243 37682386 38706243 37682386 1583174 0 39265560 559317 38706243 PUBLICLY TRADED SECURITIES 5539617 2720369 2819248 2819248 CAPITAL GAINS DIVIDENDS P 557654 557654 557654 3376902 69286 0 69286 0 69286 37795 0 0 0 37795 0 31491 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 NONE 0 HOWLAND CAPITAL 75 FEDERAL STREET SUITE 1100 BOSTON MA 021101911 GRANT & INVESTMENT MGMT 534426 0 0 63410830 1632198 0 65043028 0 0 65043028 975645 64067383 3203369 3203369 69286 1935 71221 3132148 0 3132148 0 3132148 3368206 0 3368206 3132148 0 0 149894 149894 3368206 0 0 0 3132148 236058 0 0 385952 0 0 0 0 0 0 0 385952 149894 236058 X ACE 2201 WASHINGTON STREET SUITE 302 ROXBURY MA 02119 PC THREE-YEAR GRANT SUPPORTS INCREASING INTERNAL FINANCIAL CONTROL AND INFRASTRUCTURE. 70000 AMERICAN FOREIGN SERVICE ASSOCIATION SCHOLARSHIP FUND 2101 E ST NW WASHINGTON DC 200372916 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 11014 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. 115000 BOSTON CLIMATE ACTION NETWORK (NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND) C/O NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC PO BOX 611 NEWMARKET NH 03857 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 BOYS & GIRLS CLUBS OF BOSTON (YOUTHCONNECT) 200 HIGH STREET FLOOR 3 BOSTON MA 02110 PC ONE-TIME, MATCHING GRANT FOR YOUTHCONNECT'S ANNUAL BREAKFAST 25000 BREAKTIME UNITED INC 170 PORTLAND STREET BOSTON MA 02114 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 CERES INC 99 CHAUNCY STREET 6TH FLOOR BOSTON MA 02111 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 CHANGE IS SIMPLE INC 8 ENON STREET BEVERLY MA 01915 PC CHANGE IS SIMPLE'S THREE-YEAR GRANT SUPPORTS THE CREATION OF A TEACHER CERTIFICATION PROGRAM, ALLOWING TEACHERS ACROSS THE COUNTRY TO IMPLEMENT ITS INNOVATIVE FRAMEWORK FOR CLIMATE AND SUSTAINABILITY EDUCATION. 25000 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. 110000 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 COLLEGE FOR SOCIAL INNOVATION 89 SOUTH STREET SUITE 407 BOSTON MA 02111 PC COLLEGE FOR SOCIAL INNOVATIONS THREE-YEAR GRANT SUPPORTS GROWING THE ANNUAL STUDENT ENROLLMENT, INCREASING EARNED REVENUE AND SCALING TOWARDS FULL FINANCIAL SUSTAINABILITY. THIS FUNDING INCLUDES OPPORTUNITIES TO LEVERAGE OUR FUNDING THROUGH MATCHING GRANTS. 125000 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. 105000 COMPANY ONE THEATRE 539 TREMONT ST BOSTON MA 02116 PC MATCHING GRANT 25000 CONSERVATION LAW FOUNDATION INC 62 SUMMER STREET BOSTON MA 02110 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 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. 125000 EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON DC 20036 PC ANNUAL MEMBERSHIP 1560 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. 160000 FRIENDS OF THE CHILDREN - BOSTON INC 184 DUDLEY STREET SUITE 100 ROXBURY MA 02119 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 GREENROOTS 227 MARGINAL STREET SUITE 1 CHELSEA MA 02150 PC GREENROOTS' THREE-YEAR GRANT SUPPORTS CAPACITY BUILDING THROUGH THE ADDITION OF STAFF MEMBERS. THIS WILL RESULT IN AN INCREASE IN INDIVIDUAL AND CORPORATE DONORS AND AN INCREASE IN THE NUMBER OF RESIDENTS SERVED. THIS FUNDING INCLUDES OPPORTUNITIES TO LEVERAGE OUR FUNDING THROUGH MATCHING GRANTS. 70000 GREENROOTS 227 MARGINAL STREET SUITE 1 CHELSEA MA 02150 PC MATCHING GRANT 25000 INSTITUTE FOR NONPROFIT PRACTICE 144 GOULD STREET SUITE 205 NEEDHAM MA 02494 PC MATCHING GRANT 100000 JULIE'S FAMILY LEARNING PROGRAM INC 133 DORCHESTER STREET BOSTON MA 02127 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 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. 200000 MANOMET INC 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. 250000 MEDICINE WHEEL PRODUCTIONS 110 K STREET BOSTON MA 02127 PC GRANT TO SUPPORT HIRING PROCESS FOR EXECUTIVE STAFF 64000 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. 170000 NATIONAL CENTER FOR FAMILY PHILANTHROPY INC 1667 K STREET NW SUITE 550 WASHINGTON DC 20006 PC ANNUAL MEMBERSHIP 2500 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 PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 PC ANNUAL MEMBERSHIP 11150 PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 PC GRANT WITH GMA TO SUPPORT ENVIRONMENTAL JUSTICE FUNDING COLLABORATIVE 20000 PIONEER INSTITUTE INC 185 DEVONSHIRE ST STE 1101 BOSTON MA 02110 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 SILVER LINING MENTORING 727 ATLANTIC AVE 3 BOSTON MA 02111 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%. THIS FUNDING INCLUDES OPPORTUNITIES TO LEVERAGE OUR FUNDING THROUGH MATCHING GRANTS. 190000 SOCIAL INNOVATION FORUM INC 2 OLIVER STREET SUITE 802 BOSTON MA 02109 PC MATCHING GRANT 50000 TECH GOES HOME 131 DARTMOUTH STREET 3RD FLOOR BOSTON MA 02116 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 THE LOOP LAB 872 MASSACHUSETTS AVE CAMBRIDGE MA 02139 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 TRUSTEES OF BOSTON UNIVERSITY DBA 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. 158290 TUFTS UNIVERSITY BALLOU HALL MEDFORD MA 02155 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 21861 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 10000 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%. THIS FUNDING INCLUDES OPPORTUNITIES TO LEVERAGE OUR FUNDING THROUGH MATCHING GRANTS. 350000 3035375 0 14 1844318 14 3376902 MISCELLANEOUS INCOME 1460 0 5221220 1460 5222680 11A OTHER INCOME NOT RELATED TO INVESTMENTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6076 0 6076 INVESTMENTS - COPORATE BONDS 5618715 5762921 INVESTMENTS - CORPORATE STOCK 26413318 55437632 LEGAL FEES 4871 0 4871 VENTURE CAPITAL PARTNERSHIPS 4119337 3951714 5428578 TIMING DIFFERENCES 559317 FILING FEES 500 500 0 WIRE TRANSFER FEE 54 0 54 WEB DESIGN 750 0 750 MISCELLANEOUS INCOME 1460 1460 INVESTMENT MANAGEMENT FEES 213346 213346 0 HOWLAND CAPITAL 321080 0 321080 FOREIGN TAX 12310 12310 0 FEDERAL TAXES 34685 0 0 STATE TAXES 10459 10459 0