VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR: Form 990PF, tax year 2023
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- Organization
- VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR (EIN 04-6728351)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349105320
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:57:31-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046728351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VIRGINIA WELLINGTON CABOT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GMA FOUNDATIONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 6177502741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN WHELTON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6177502741 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,142,424 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $51,105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $275,144 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $352,743 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $711,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,657,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,484,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $581,135 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,372 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,632,169 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,079,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,200,301 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $300 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $300 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,205 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,205 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $683,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $287,929 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $395,651 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,164 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $544,174 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $797,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $853,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $439,339 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,880,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,880,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,678,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $853,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,319,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$598,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,347,034 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,074 | CashBOYAmt |
| Cash EOY | $196,616 | CashEOYAmt |
| Cash EOYFMV | $196,616 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,517,687 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $799,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $799,324 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,141,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,708,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,708,604 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $26,405,564 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,437,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,437,880 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $41,116,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,142,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,142,424 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $41,116,756 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,142,424 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,116,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,142,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,116,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,142,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,116,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$598,331 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,623,999 | OtherIncreasesAmt |
| Subtotal | $43,142,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,142,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| CW PRIVATE EQUITY FUND 2007 (QBSB EXCLUSION) | P | $7,740 | -$7,740 | -$7,740 | |
| CW VENTURE FUND IV (QBSB EXCLUSION) | P | $12,773 | -$12,773 | -$12,773 | |
| CW PRIVATE EQUITY FUND 2011 (QBSB EXCLUSION) | P | $12,643 | -$12,643 | -$12,643 | |
| FIDELITY ACCOUNT 7062 ST INVESTMENTS | P | $13,779 | -$647 | -$647 | $13,132 |
| FIDELITY ACCOUNT 7062 LT INVESTMENTS | P | $351,141 | -$15,948 | -$15,948 | $335,193 |
| FIDELTIY ACCOUTN 2839 LT INVESTMENTS | P | $4,462,684 | $296,247 | $296,247 | $4,758,931 |
| PASSTHRU - ST GAINS/LOSSES | P | $39,092 | -$39,092 | -$39,092 | |
| PASSTHRU - LT GAINS/LOSSES | P | $274,852 | $274,852 | $274,852 | |
| PASSTHRU - SEC. 1256 CONTRACTS AND STRADDLES | P | $3,587 | -$3,587 | -$3,587 | |
| CW REAL ESTATE FUND III - FINAL K-1 G/L | P | $6,154 | $6,154 | $6,154 | |
| CAPITAL GAINS DIVIDENDS | P | $96,312 | $96,312 | $96,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $581,135 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $83,996 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $98,996 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,472 | OverpaymentAmt |
| Applied To ES Tax | $52,472 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CABOTWELLINGTON.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN WHELTON SECRETARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177502741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALBERT MAXIMILIAN CABOT ALLETZHAUSE | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANIEL DOMONEY | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAYA CABOT | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TAMSIN MYERS | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GULREZ ARSHAD | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AIDAN FITZGERALD | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FIONA SCANLON-BLACK | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDER BLACK | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PERE SELLES | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER CABOT | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER MYERS | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | CHAIRPERSON OF THE BOARD | 1.00 | $0 | $0 | $0 |
| JOAN WHELTON | ||||||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CABOT-WELLINGTON LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 BATTERYMARCH ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INV. MGMT & ADMIN SERVICES | ServiceTypeTxt |
| Compensation | $662,884 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,708,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,025,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,341,331 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,075,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,075,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $646,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,429,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,121,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,121,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,524 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,276 | IncomeTaxAmt |
| Total Tax | $48,800 | TotalTaxAmt |
| Distributable Before Adj | $2,072,675 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,072,675 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,072,675 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,319,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,319,449 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,072,675 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $807,130 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,319,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $807,130 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,512,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $560,356 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOAN WHELTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQ STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174768782 | RecipientPhoneNum |
| Recipient Email Address | JWHELTON@GMAFOUNDATIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | REFER TO WEBSITE HTTPS://CABOTWELLINGTON.COM/PHILANTHROPY/VIRGINIA-WELLINGTON-CABOT-FOUNDATIO N/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION DEADLINES ARE FEBRUARY 23 AND AUGUST 10. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE VIRGINIA WELLINGTON CABOT FOUNDATION IS A PRIVATE FAMILY FOUNDATION CREATED IN 1992 BY TOM AND VIRGINIA CABOT. IT WAS THEIR WISH THAT THIS FOUNDATION WOULD BE THE INSTRUMENT THROUGH WHICH THEIR DESCENDANTS COULD ACTIVELY PARTICIPATE IN CARRYING ON THEIR TRADITION OF TRYING TO HELP MAKE THIS A BETTER WORLD. THE FOUNDATION HAS ESTABLISHED A GIVING POLICY GUIDED AS MUCH BY THE DEGREE OF PERSONAL VOLUNTEER COMMITMENT AS BY SUBJECT MATTER. BENEFICIARIES OF THE FOUNDATION TYPICALLY CONSIST OF ORGANIZATIONS KNOWN TO AND SPONSORED BY THE DESCENDANTS OF TOM AND VIRGINIA CABOT. THE FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. ALL GRANT REQUESTS MUST BE SPONSORED BY A FAMILY MEMBER AND ARE THEREFORE BY INVITATION ONLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WINGS OF HOPE THERAPEUTIC RIDING PROGRAM | |||||||
| 2418 FRANTZ ST | NORTHPORT | FL | 342866029 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN STREET | LONGMONT | CO | 80501 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 068304739 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 |
| HAWTHORNE VALLEY ASSOCIATION | |||||||
| 330 ROUTE 21C | GHENT | NY | 12075 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| HEALING ABUSE WORKING FOR CHANGE INC | |||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| HEALTHY PENINSULA | |||||||
| PO BOX 945 | BLUE HILL | ME | 04614 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| HESPERIAN HEALTH GUIDES | |||||||
| 1919 ADDISON STREET | BERKELEY | CA | 94704 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| HIGH MOUNTAIN INSTITUTE | |||||||
| 531 COUNTY ROAD 5A | LEADVILLE | CO | 80461 | NOT RELATED | PC | EXEMPT PURPOSE | $3,200 |
| CORAL RESTORATION FOUNDATION | |||||||
| 89111 OVERSEAS HIGHWAY | TAVERNIER | FL | 33070 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| HOME SWEET HOME | |||||||
| 290 HANLEY INDUSTRIAL COURT | BRENTWOOD | MO | 63144 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| HURRICANE ISLAND OUTWARD BOUND SCHOOL | |||||||
| PO BOX 800 | CAMDEN | ME | 04843 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 |
| FRIENDS OF FRIENDS MEDICAL SUPPORT | |||||||
| PO BOX 812 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| FRIENDSHIP BRIDGE | |||||||
| 405 URBAN STREET SUITE 140 | LAKEWOOD | CO | 80228 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| INTERVALE CENTER INC | |||||||
| 180 INTERVALE RD | BURLINGTON | VT | 05401 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE CHILDREN | |||||||
| PO BOX 227 | MOUNT DESERT | ME | 04660 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| JACKSON SKI TOURING FOUNDATION | |||||||
| PO BOX 216 | JACKSON | NH | 03846 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| MAHARISHI FOUNDATION | |||||||
| PO BOX 670 | FAIRFIELD | IA | 525560012 | NOT RELATED | PC | EXEMPT PURPOSE | $400 |
| MAINE ISLAND TRAIL ASSOCIATION | |||||||
| 100 KENSINGTON ST 2ND FLOOR | PORTLAND | ME | 04103 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| MATANHO PROJECT | |||||||
| PO BOX 640 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| MAX WARBURG COURAGE CURRICULUM INC | |||||||
| 263 HUNTINGTON AVE 366 | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| MENDOCINO UNIFIED SCHOOL DISTRICT | |||||||
| 44141 LITTLE LAKE ROAD | MENDOCINO | CA | 95460 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| HURRICANE ISLAND FOUNDATION | |||||||
| PO BOX 1280 | ROCKLAND | ME | 048411280 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| SHELBURNE RESCUE SQUAD | |||||||
| 154 TURTLE LN | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $800 |
| CAMP ONDESSONK | |||||||
| 3760 ONDESSONK RD | OZARK | IL | 62972 | NOT RELATED | PC | EXEMPT PURPOSE | $50,500 |
| INTERNATIONAL REHABILITATION FORUM INC | |||||||
| 55 MONROE ST | PHILADELPHIA | PA | 057531534 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| SHELBURNE FIREFIGHTERS ASSOCIATION INC | |||||||
| PO BOX 911 | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| MULTIFAITH ALLIANCE INC | |||||||
| 6E 43RD ST | NEW YORK | NY | 10017 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| GOOSEFOOT COMMUNITY FUND A NOT FOR PROFIT CORPORATION | |||||||
| PO BOX 114 | LANGLEY | WA | 982600114 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| AMERICAN NEAR EAST REFUGEE AID | |||||||
| 1111 14TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $800 |
| DZOGCHEN FOUNDATION | |||||||
| PO BOX 734 | CAMBRIDGE | MA | 021400006 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| ARCHITECTS & ENGINEERS FOR 911 | |||||||
| 2342 SHATTUCK AVE 189 | BERKELEY | CA | 947041517 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| BOSTON LYRIC OPERA COMPANY INC | |||||||
| 15 CHANNEL CENTER ST | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| BRACKETT FOUNDATION | |||||||
| PO BOX 8 | HAMILTON | NY | 133460008 | NOT RELATED | PC | EXEMPT PURPOSE | $480 |
| BROOKWOOD SCHOOL INCORPORATED | |||||||
| 1 BROOKWOOD RD | MANCHESTER | MA | 019441466 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| BROWNING SCHOOL | |||||||
| 52 E 62ND ST | NEW YORK | NY | 100658017 | NOT RELATED | PC | EXEMPT PURPOSE | $800 |
| BUILD BELIZE INC | |||||||
| 7350 BEACH VIEW DRIVE | NORTH BAY VILLAGE | FL | 33141 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| CALIFORNIANS AGAINST WASTE FOUNDATION | |||||||
| 921 11TH STREET | SACRAMENTO | CA | 958142845 | NOT RELATED | PC | EXEMPT PURPOSE | $45,000 |
| DHARAMSALA ANIMAL RESCUE | |||||||
| 1624 NORTH COAST HWY 101 5 | ENCINITAS | CA | 920241040 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| AMERICAN CENTER OF ORIENTAL RESEARCH | |||||||
| 209 COMMERCE STREET | ALEXANDRIA | VA | 223142909 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| CAMP DREAMCATCHER | |||||||
| 148 W STATE ST STE 104 | KENNETT SQUARE | PA | 193483055 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| CAPE COD LIGHTHOUSE CHARTER | |||||||
| 195 ROUTE 137 | EAST HARWICH | MA | 026451320 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| CENTER FOR NORTHERN WOODLANDS EDUCATION | |||||||
| 16 ON THE COMMON PO BOX 270 | LYME | NH | 03768 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| BORDERLANDS RESTORATION NETWORK | |||||||
| PO BOX 121 | PATAGONIA | AZ | 856240121 | NOT RELATED | PC | EXEMPT PURPOSE | $36,250 |
| CENTURY ASSOCIATION ARCHIVES FOUNDATION | |||||||
| 7 W 43RD ST | NEW YORK | NY | 10036 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| CHARLOTTE HISTORICAL SOCIETY | |||||||
| 9 ANNAS DR | CHARLOTTE | ME | 046666307 | NOT RELATED | PC | EXEMPT PURPOSE | $3,600 |
| CHARLOTTESVILLE BALLET | |||||||
| 1885 SEMINOLE TRL STE 203 | CHARLOTTESVLE | VA | 229011160 | NOT RELATED | PC | EXEMPT PURPOSE | $10,500 |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| COLBY-SAWYER COLLEGE | |||||||
| 541 MAIN ST | NEW LONDON | NH | 032577818 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| COLLATERAL REPAIR PROJECT | |||||||
| PO BOX 23146 | BROOKLYN | NY | 112023146 | NOT RELATED | PC | EXEMPT PURPOSE | $28,085 |
| COMPREHENSIVE ALCOHOLISM REHABILITATION PROGRAMS INC | |||||||
| 1626 OKEECHOBEE ROAD | WEST PALM BEACH | FL | 334016841 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| MIDDLEBURY AREA LAND TRUST | |||||||
| PO BOX 804 | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $9,878 |
| CAPE COD ACADEMY INC | |||||||
| 50 OSTERVILLE WEST BARNSTABLE RD | OSTERVILLE | MA | 026551549 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| WILD CARE INC | |||||||
| 10 SMITH LN | EASTHAM | MA | 02642 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| MT CARMEL VETERANS SERVICE CENTER | |||||||
| 530 COMMUNICATION CIR | COLORADO SPGS | CO | 80905 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| CHAPEL HILL ACADEMY INC | |||||||
| 306 W 78TH ST | CHANHASSEN | MN | 553179734 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC | |||||||
| 21 DRYDOCK AVE | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| ETHAN ALLEN INSTITUTE | |||||||
| 4836 KIRBY MOUNTAIN RD | CONCORD | VT | 058249798 | NOT RELATED | PC | EXEMPT PURPOSE | $12,000 |
| TOWN OF NORTH HERO | |||||||
| 3541 US ROUTE 2 PO BOX 38 | NORTH HERO | VT | 05474 | NOT RELATED | PC | EXEMPT PURPOSE | $10,500 |
| PRISON BOOK PROGRAM | |||||||
| 1306 HANCOCK STREET SUITE 100 | QUINCY | MA | 02169 | NOT RELATED | PC | EXEMPT PURPOSE | $81,500 |
| THE 5 GYRES INSTITUTE | |||||||
| PO BOX 5699 | SANTA MONICA | CA | 904095699 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| THE BORGEN PROJECT | |||||||
| 1120 PACIFIC AENUE SUITE 100 | TACOMA | WA | 98402 | NOT RELATED | PC | EXEMPT PURPOSE | $400 |
| THE GROWHAUS | |||||||
| 3840 N YORK ST STE 210 | DENVER | CO | 80205 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 |
| THE KINEO SCHOOL | |||||||
| 7525 132ND AVE NE | KIRKLAND | WA | 98033 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| THE NATURE CONSERVANCY IN MAINE | |||||||
| 14 MAINE STREET SUITE 401 | BRUNSWICK | ME | 04011 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| THE NATURE CONSERVANCY VT | |||||||
| 575 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| THE PINGREE SCHOOL INC | |||||||
| 537 HIGHLAND ST | S HAMILTON | MA | 01982 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| THE SAFETY TEAM INC | |||||||
| 670 S LUCILE ST | SEATTLE | WA | 98108 | NOT RELATED | PC | EXEMPT PURPOSE | $29,200 |
| THE SOCIETY FOR CLASSICAL STUDIES | |||||||
| 20 COOPER SQUARE 2ND FLOOR | NEW YORK | NY | 10003 | NOT RELATED | PC | EXEMPT PURPOSE | $45,000 |
| TIDES FOUNDATION | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NOT RELATED | PC | EXEMPT PURPOSE | $155,000 |
| WHIDBEY ENVIRONMENTAL ACTION NETWORK | |||||||
| PO BOX 293 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| TUBA CITY HUMANE SOCIETY INC | |||||||
| PO BOX 1016 | TUBA CITY | AZ | 86045 | NOT RELATED | PC | EXEMPT PURPOSE | $60,000 |
| PISGAH LEGAL SERVICES | |||||||
| 62 CHARLOTTE STREET | ASHEVILLE | NC | 28801 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| HOLY CROSS DR | NOTRE DAME | IN | 46556 | NOT RELATED | PC | EXEMPT PURPOSE | $16,667 |
| US MEXICO FOUNDATION | |||||||
| 1250 H STREET NW | WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 |
| VERMONT PARENT REPRESENTATION | |||||||
| PO BOX 4087 | BURLINGTON | VT | 05406 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| VILLAGE HELP FOR SOUTH SUDAN INC | |||||||
| 34 MADISON AVE UNIT 1 | CAMBRIDGE | MA | 02140 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| VINFEN CORPORATION INC | |||||||
| 950 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 |
| WATER IS LIFE KENYA INC | |||||||
| 314 E MAIN ST KELWAY PLAZA STE | NEWARK | DE | 19711 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 |
| WELLSPRING HOUSE | |||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| WEST PALM BEACH LIBRARY FOUNDATION INC | |||||||
| 411 CLEMATIS ST 3RD FLR | WEST PALM BEACH | FL | 33401 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| 1 GUEST ST | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 |
| WHIDBEY ISLAND NOURISHES | |||||||
| PO BOX 1642 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| WHOLE CHILD MONTESSORI CENTER INC | |||||||
| 5909 SE 40TH AVE | PORTLAND | OR | 97202 | NOT RELATED | PC | EXEMPT PURPOSE | $21,500 |
| AMERICAN FRIENDS OF ZANAAFRICA CORP | |||||||
| 2450 VIRGINIA AVE NW STE E309 | WASHINGTON | DC | 200372653 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| SUPPORTIVE LIVING INC | |||||||
| 1505 NE PARVIN RD | KANSAS CITY | MO | 64116 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| NATIONAL FILM PRESERVE LTD | |||||||
| 800 JONES ST | BERKELEY | CA | 94710 | NOT RELATED | PC | EXEMPT PURPOSE | $6,700 |
| GLOUCESTER FUND INC | |||||||
| 45 MIDDLE ST APT 2 | GLOUCESTER | MA | 019305728 | NOT RELATED | PC | EXEMPT PURPOSE | $13,000 |
| SKATEISTAN | |||||||
| 516 N 68TH ST | SEATTLE | WA | 98103 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| NATURE CONSERVANCY INC | |||||||
| 20 ASHBURTON PL SUITE 400 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| NEW HAVEN PRESERVATION TRUST INC | |||||||
| 922 STATE ST | NEW HAVEN | CT | 06511 | NOT RELATED | PC | EXEMPT PURPOSE | $800 |
| NEW MEXICO WILDERNESS ALLIANCE | |||||||
| PO BOX 25464 | ALBUQUERQUE | NM | 87125 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| NORTH HERO VOLUNTEER FIRE DEPT INC | |||||||
| PO BOX 132 | NORTH HERO | VT | 05474 | NOT RELATED | PC | EXEMPT PURPOSE | $400 |
| OREGON ENVIRONMENTAL COUNCIL | |||||||
| PO BOX 14822 | PORTLAND | OR | 97293 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 |
| PANADERO SKI CORPORATION | |||||||
| 137 CUCHARA AVE E | LA VETA | CO | 81055 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| PATAGONIA AREA RESOURCE ALLIANCE | |||||||
| PO BOX 1044 | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $11,500 |
| PATAGONIA REGIONAL TIMES INC | |||||||
| PO BOX 1073 | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| PATAGONIA YOUTH ENRICHMENT CENTER | |||||||
| PO BOX 253 | SONOITA | AZ | 85637 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| PHILLIPS EXETER ACADEMY | |||||||
| 20 MAIN ST | EXETER | NH | 03833 | NOT RELATED | PC | EXEMPT PURPOSE | $900 |
| PIPER'S ANGELS FOUNDATION INC | |||||||
| 11438 US HIGHWAY 1 | PALM BEACH | FL | 33408 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| SOCIETY OF THE MUSE OF THE SOUTHWEST | |||||||
| PO BOX 3225 | TAOS | NM | 87571 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| NATIVE ARTS AND CULTURES FOUNDATION INC | |||||||
| 1020SE 7TH AVE | PORTLAND | OR | 97214 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY INC | |||||||
| 962 WAYNE AVE STE 610 | SILVER SPRING | MD | 20910 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| PUGET SOUNDKEEPER ALLIANCE | |||||||
| 130 NICKERSON STREET | SEATTLE | WA | 98109 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| RAAM RAJ FOUNDATION | |||||||
| PO BOX 2092 | FAIRFIELD | IA | 52556 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| RAINFOREST TRUST INC | |||||||
| 6801 KENNEDY ROAD | WARRENTON | VA | 20187 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| REASON FOUNDATION | |||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | NOT RELATED | PC | EXEMPT PURPOSE | $800 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| SCHOOL YEAR ABROAD INC | |||||||
| 120 WATER STREET | NORTH ANDOVER | MA | 01845 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $45,200 |
| STATEN ISLAND SENIOR RESOURCES CORP | |||||||
| 120 STUYVESANT PL STE 409 | STATEN ISLAND | NY | 103011992 | NOT RELATED | PC | EXEMPT PURPOSE | $250 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | |||||||
| 200 BOWDOIN ST | DORCHESTER | MA | 021221819 | NOT RELATED | PC | EXEMPT PURPOSE | $28,000 |
| A CHILDS NOTEBOOK | |||||||
| 3518 FREMONT AVE N 377 | SEATTLE | WA | 981038814 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,880,110 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,105 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $352,743 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $375,964 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL & STATE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $18,372 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $779,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,372 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $798,184 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL & STATE TAX REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF & COMPANY, P.C. | CategoryTxt |
| Amt | $20,205 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,205 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $11,708,604 | EOYBookValueAmt |
| EOYFMV | $11,708,604 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CW FUNDS | FMV | $14,691,763 | $14,691,763 |
| ADAGE CAPITAL PARTNERS, LP | FMV | $8,544,215 | $8,544,215 |
| COMMONFUND CAP PRI EQU PTR VII | FMV | $215,119 | $215,119 |
| OVERLOOK PARTNERS FUND, L.P. | FMV | $2,119,367 | $2,119,367 |
| PARK STREET CAP NAT RES IV, LP | FMV | $13,349 | $13,349 |
| PARK STREET CAP NAT RES VI, LP | FMV | $821,396 | $821,396 |
| ACADIAN GLOBAL EQUITY | FMV | $1,936,121 | $1,936,121 |
| ETPS - COST | FMV | $2,096,550 | $2,096,550 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS FILING FEE | $250 | $0 | $250 |
| MEMBERSHIP DUES | $4,099 | $0 | $4,099 |
| K-1 CHARITIABLE CONTRIBUTIONS | $0 | $0 | $23 |
| MEALS AND ENTERTAINMENT | $1,751 | $0 | $1,751 |
| TRAVEL, CONFERENCE AND MEETING | $9,787 | $0 | $9,787 |
| INTERNET EXPENSE | $44 | $0 | $44 |
| PASS-THRU PORTFOLIO DEDUCTIONS | $0 | $532,146 | $0 |
| K-1 COST DEPLETION | $0 | $12,028 | $0 |
| INSURANCE EXPENSE | $4,309 | $0 | $4,309 |
| MISCELLANEOUS EXPENSES | $143 | $0 | $143 |
| ADMIN FEE - TIDES FOUNDATION | $2,777 | $0 | $2,777 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH ORDINARY GAIN | $2,555,031 | ||
| PASSTHROUGH ROYALTY INCOME | $77,267 | ||
| PASSTHROUGH OTHER INCOME | -$129 | ||
| FEDERAL & STATE TAX REFUND | $18,372 | $18,372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAINS/(LOSSES) | Desc |
| Amt | $2,623,999 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE ADMINISTRATION CABOT-WELLINGTON | $378,000 | $0 | $378,000 |
| INVESTMENT MANAGEMENT FEES CAB | $284,884 | $284,884 | $0 |
| GRANT MANAGEMENT | $14,374 | $0 | $14,374 |
| WEBSITE DEVELOPMENT & MAINTENANCE | $487 | $0 | $487 |
| INFLUENCE LLC | $2,790 | $0 | $2,790 |
| BRECKINRIDGE CAPITAL ADVISORS | $3,045 | $3,045 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $40,000 | $0 | $0 |
| FEDERAL UBI EXPENSE | $26,000 | $0 | $0 |
| FOREIGN TAX - FIDELITY | $0 | $2,529 | $0 |
| FOREIGN TAX - PASS-THRU | $0 | $18,079 | $0 |
| STATE INCOME TAX WITHHELD | $3,670 | $556 | $0 |
| STATE UBI EXPENSE | $1,000 | $0 | $0 |
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