2024-11-15T09:22:38-06:00 2023-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2023-01-01 046004808 THE DEVONSHIRE FOUNDATION DEVO 6173579110 CO HCM 75 FEDERAL ST 1100 BOSTON MA 021101911 CHARLES E CLAPP III TREASURER 6173579110 2024-11-14 1 1 DAVID KELLEHER CPA P01059560 5083669100 2024-11-14 2023 2024-10-15 13:58:12Z X 58973804 X X 1347588 1347588 2222140 10617198 2222140 251095 251095 3820823 3820823 0 0 0 9020 0 9020 635063 193183 441880 146 146 0 150 0 150 94677 94168 509 739056 287497 451559 3129104 3129104 3868160 287497 3580663 -47337 3533326 342956 142183 142183 3124388 2921264 2921264 16354700 17829170 36678625 11846838 10721635 11807759 5482445 5156960 7423973 37151327 36771212 58973804 0 0 X 0 0 0 0 37151327 36771212 37151327 36771212 37151327 36771212 37151327 -47337 0 37103990 332778 36771212 PUBLICLY TRADED SECURITIES 10617193 8395058 2222135 2222135 CAPITAL GAINS DIVIDENDS P 5 5 5 2222140 49113 0 49113 0 49113 0 0 0 0 0 1987 51100 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 JENNIFER GEYER C/O HOWLAND CAPITAL 75 FEDERAL ST SUITE 1100 BOSTON MA 02110 TRUSTEE 1.00 0 0 0 KIT HOWLAND 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 635063 0 0 53562715 3139434 0 56702149 0 0 56702149 850532 55851617 2792581 2792581 49113 49113 2743468 0 2743468 0 2743468 3580663 0 3580663 2743468 0 0 149894 236058 988603 1374555 3580663 0 0 0 2743468 837195 0 0 2211750 0 0 0 0 0 0 0 2211750 149894 236058 988603 837195 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 2101 E ST NW WASHINGTON DC 20037 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 7458 AMERICAN FOREIGN SERVICE ASSOCIATION 2101 E ST NW WASHINGTON DC 20037 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 6943 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. 235000 BOSTON FOOD AND FOREST COALITION 76 WELD HILL ST JAMAICA PLAIN MA 02130 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 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. 205000 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. 100000 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. 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. 100000 COACHING FOR CHANGE 427 WINTHROP ST STE A TAUNTON MA 02780 PC COACHING FOR CHANGE'S THREE-YEAR GRANT SUPPORTS THE HIRING OF A DIRECTOR OF DEVELOPMENT, THE IMPLEMENTATION OF A LEARNING MANAGEMENT SYSTEM AND SYSTEMS INTEGRATION THROUGHOUT THE GRANT PERIOD, C4C AIMS TO INCREASE FUNDRAISING REVENUE BY 50% AND IMPROVE ORGANIZATIONAL EFFICIENCY. 195000 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. 150000 COMPANY ONE THEATRE 539 TREMONT ST BOSTON MA 02116 PC MATCHING GRANT 25000 CONSERVATION LAW FOUNDATION 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. 80000 EXPONENT PHILANTHROPY 1720 N ST NW WASHINGTON DC 20036 PC TWO-YEAR ANNUAL MEMBERSHIP DUES 1630 FRIENDS OF THE CHILDREN BOSTON 184 DUDLEY STREET SUITE 100 ROXBURY MA 02119 PC FRIENDS OF THE CHILDREN, BOSTON'S THREE-YEAR GRANT SUPPORTS INCREASING THEIR FUNDRAISING CAPACITY AND RESILIENCY, TO INCREASE FUNDRAISING BY 50% OVER THE NEXT FIVE YEARS. THROUGHOUT THE GRANT PERIOD, FRIENDS OF THE CHILDREN, BOSTON AIMS TO DOUBLE THE NUMBER OF YOUTH AND FAMILIES SERVED. 275000 GROUNDWORKS SOMERVILLE 337 SOMERVILLE AVENUE 2B SOMERVILLE MA 02143 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 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. 70000 LOUIS D BROWN PEACE INSTITUTE 15 CHRISTOPHER STREET DORCHESTER MA 02122 PC MATCHING GRANT 50000 LOWELL PARKS AND CONSERVATION TRUST PO BOX 7162 LOWELL MA 01852 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 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. 190000 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. 75000 MYSTIC RIVER WATERSHED ASSOCIATION 20 ACADEMY STREET SUITE 306 ARLINGTON MA 02476 PC MATCHING GRANT 50000 NATIONAL CENTER FOR FAMILY PHILANTHROPY 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 13000 RESIST INC (BOSTON CLIMATE ACTION NETWORK) PO BOX 301240 BOSTON MA 02130 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 SCIENCE CLUB FOR GIRLS 136 MAGAZINE STREET 2 CAMBRIDGE MA 02139 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 SILVER LINING MENTORING 727 ATLANTIC AVE 3 BOSTON MA 02111 PC MATCHING GRANT 50000 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. 150000 SOCIAL INNOVATION FORUM 2 OLIVER STREET SUITE 802 BOSTON MA 02109 PC ENVIRONMENTAL JUSTICE TRACK PARTNER 50000 TECH GOES HOME 131 DARTMOUTH ST 3RD FLOOR BOSTON MA 02116 PC TECH GOES HOME'S THREE-YEAR GRANT SUPPORTS EXPANSION OF THEIR DEVELOPMENT AND EARNED REVENUE TEAMS TO INCREASE FUNDRAISING AND EARNED REVENUE INCOME. THE GRANT WILL HELP TECH GOES HOME BUILD INTERNAL CAPACITY TO SUPPORT LONG-TERM EXPANSION AND DEEPEN THEIR IMPACT. 253400 THE BOSTON FOUNDATION 75 ARLINGTON STREET 300 BOSTON MA 02166 PC DISTRIBUTION FOR THE DEVONSHIRE FOUNDATION'S BOARD MEMBER DONOR ADVISORY ACCOUNT 47754 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. 120000 THIRD SECTOR NEW ENGLAND (MATTAPAN FOOD AND FITNESS) 1613 BLUE HILL AVE MATTAPAN MA 02126 PC ONE-YEAR GRANT TO MATTAPAN FOOD AND FITNESS TO SUPPORT GENERAL OPERATING. 5000 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. 164885 TUFTS UNIVERSITY BALLOU HALL MEDFORD MA 02155 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 14923 TUFTS UNIVERSITY BALLOU HALL MEDFORD MA 02155 PC DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND 16411 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 PC UNITED SOUTH END SETTLEMENTS' (USES) THREE-YEAR GRANT SUPPORTS USES'S FINANCIAL SUSTAINABILITY THROUGH IMPROVED FUNDRAISING AND EARNED REVENUE. THE GRANT SUPPORTS DEVELOPMENT STAFFING NEEDS, UPGRADING USES'S WEBSITE AND WORKING WITH A GOVERNMENT AFFAIRS AND RELATIONS CONSULTANT. 215200 URBAN FARMING INSTITUTE 487 NORFOLK ST MATTAPAN MA 02126 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 YOUNG MAN WITH A PLAN 885 RIVER STREET BOSTON MA 02136 PC ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. 5000 3129104 0 14 1347588 251095 14 2222140 0 3569728 251095 3820823 7 INVESTMENT INCOME FROM PARTNERSHIP K-1S 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9020 0 9020 INVESTMENTS - COPORATE BONDS 10721635 11807759 INVESTMENTS - CORPORATE STOCK 17829170 36678625 VENTURE CAPITAL PARTNERSHIPS 5482445 5156960 7423973 TIMING DIFFERENCES 332778 FILING FEES 500 0 500 BANK FEES 9 0 9 DEDUCTIONS FROM K-1S 94168 94168 0 INCOME FROM PTP K-1S 251095 251095 251095 INVESTMENT MANAGEMENT FEES 193183 193183 0 HOWLAND CAPITAL 441880 0 441880 FOREIGN TAX 146 146 0