VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR (EIN 04-6728351)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349106790
- Schema version
- 2022v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:24:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 CABOT-WELLINGTON LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 6174511744 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN WHELTON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6174511744 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOAN | PersonFirstNm |
| Person Last | WHELTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000006558 | SSN |
| 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 | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,116,756 | 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 | $61,067 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133,142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $717,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $742,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,217,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $808,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $875,979 | 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 | $380 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $380 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,065 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $682,734 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $310,778 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $371,956 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $111,403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,826 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,511,803 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,045 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $824,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,857,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $402,446 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,256,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,256,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,081,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,857,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,658,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,272,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,682 | CashBOYAmt |
| Cash EOY | $52,074 | CashEOYAmt |
| Cash EOYFMV | $52,074 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,719,115 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,517,687 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,517,687 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,339,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,141,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,141,431 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,204,462 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,405,564 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,405,564 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,324,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,116,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,116,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $53,324,195 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,116,756 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,324,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,116,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,324,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,116,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,324,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,272,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,433 | OtherIncreasesAmt |
| Subtotal | $51,088,511 | SubtotalAmt |
| Other Decreases | $9,971,755 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,116,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY 7062 - ST INVESTMENTS | P | $418,376 | $432,510 | -$14,134 | -$14,134 |
| FIDELITY 7062 - LT INVESTMENTS | P | $1,204,216 | $1,234,720 | -$30,504 | -$30,504 |
| FIDELITY 2839 - LT INVESTMENTS | P | $3,166,230 | $3,258,837 | -$92,607 | -$92,607 |
| CW PRIVATE EQUITY FIND 2007 | P | $47,797 | -$47,797 | -$47,797 | |
| CW PRIVATE EQUITY FIND 2011 | P | $53,765 | -$53,765 | -$53,765 | |
| PASSTHRU - ST GAINS/LOSSES | P | $219,018 | -$219,018 | -$219,018 | |
| PASSTHRU - LT GAINS/LOSSES | P | $260,913 | $260,913 | $260,913 | |
| PASSTHRU - SEC. 1256 CONTRACTS AND STRADDLES | P | $19,925 | -$19,925 | -$19,925 | |
| CAPITAL GAINS DIVIDENDS | P | $168,071 | $168,071 | $168,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$48,766 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,996 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $83,996 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $83,996 | OverpaymentAmt |
| Applied To ES Tax | $83,996 | 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 EXEC DIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174511744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|
| AIDAN FITGERALD | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAYA CABOT | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FIONA SCANLON-BLACK | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GULREZ ARSHAD | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER MYERS | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| JOAN M WHELTON | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| MOORS MYERS | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NATE BULICH | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PERE SELLES | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANDOR BLACK | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAX ALLETZHAUSER | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER CABOT | ||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | TRUSTEE | 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 | $666,839 | 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 | $17,366,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,069,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,405,564 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,841,672 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,841,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $672,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,169,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,208,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,208,452 | MinimumInvestmentReturnAmt |
| Income Tax | $5,225 | IncomeTaxAmt |
| Total Tax | $5,225 | TotalTaxAmt |
| Distributable Before Adj | $2,203,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,203,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,203,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,658,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,658,881 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,203,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,262,784 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,658,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,262,784 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,396,097 | 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 | $807,130 | 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 | 22 BATTERYMARCH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174511744 | RecipientPhoneNum |
| Recipient Email Address | JWHELTON@CABOTWELLINGTON.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 (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A CHILDS NOTEBOOK | |||||||||||
| 3518 FREMONT AVE | SEATTLE | WA | 98103 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| ANGELES PARA HONDURAS | |||||||||||
| PO BOX 201 | NORTH HERO | VT | 05474 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| BIKES NOT BOMBS INC | |||||||||||
| 284 AMORY ST | JAMAICA PLAINS | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | ||||
| BLUE RIDGE AREA FOOD BANK | |||||||||||
| 96 LAUREL HILL ROAD PO BOX 937 | VERONA | VA | 24482 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | ||||
| BORDERLANDS RESTORATION NETWORK | |||||||||||
| 1 SCHOOL ST | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $21,000 | ||||
| BOSTON LYRIC OPERA COMPANY | |||||||||||
| 133 FEDERAL ST NO 800 | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $60,000 | ||||
| BOYS AND GIRLS CLUB | |||||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| BRISOL RESCUE SQUAD INC | |||||||||||
| 45 MONKTON RD | BRISTOL | VT | 05443 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | ||||
| BRUNSWICK SCHOOL INC | |||||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| CAMP ONDESSONK | |||||||||||
| 3760 ONDESSONK RD | OZARK | IL | 62972 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | ||||
| CAPE COD ACADEMY INC | |||||||||||
| 50 OSTERVILLE WEST BARNSTABLE RD | OSTERVILLE | MA | 02655 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| CAPE COD LIGHTHOUSE CHARTER SCHOOL INC | |||||||||||
| 195 ROUTE 137 | HARWICH | MA | 02645 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | ||||
| CENTER FOR NORTHERN WOODLANDS | |||||||||||
| PO BOX 270 | LYME | NH | 03768 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| CENTER FOR WOODLANDS EDUCATION | |||||||||||
| PO BOX 270 | LYME | NH | 03768 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | ||||
| CHAPEL HILL-CHAUNCY HALL SCHOOL | |||||||||||
| 785 BEAVER ST | WALTHAM | MA | 02452 | NOT RELATED | PC | EXEMPT PURPOSE | $13,750 | ||||
| CHARLOTTESVILLE BALLET | |||||||||||
| 1885 SEMINOLE TRAIL SUITE 203 | CHARLOTTESVILLE | VA | 22901 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | ||||
| CHEWONKI FOUNDATION | |||||||||||
| 485 CHEWONKI NECK RD | WISCASSET | ME | 04578 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| CITYMEALS ON WHEELS | |||||||||||
| 355 LEXINGTON AVE 3 | NEW YORK | NY | 10017 | NOT RELATED | PC | EXEMPT PURPOSE | $700 | ||||
| COACHING FOR CHANGE INC | |||||||||||
| 427 WINTHROP ST | TAUNTON | MA | 02780 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| COLBY-SAWYER COLLEGE | |||||||||||
| 541 MAIN ST | NEW LONDON | NH | 03257 | NOT RELATED | PC | EXEMPT PURPOSE | $3,500 | ||||
| COLLATERAL REPAIR PROJECT | |||||||||||
| PO BOX 23146 | BROOKLYN | NY | 11202 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| COMMON GROUND COLLECTIVE | |||||||||||
| 13315 322ND AVE | DUVALL | WA | 98019 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | ||||
| COMMONWEAL | |||||||||||
| PO BOX316 | BOLINAS | CA | 94924 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| COMMUNITY ORGANIZED RELIEF EFFORT | |||||||||||
| 910 N HILL ST | LOS ANGELES | CA | 90012 | NOT RELATED | PC | EXEMPT PURPOSE | $33,334 | ||||
| COMPREHENSIVE ALCOHOLISM REHAB PROGRAM | |||||||||||
| 5410 EAST AVENUE | WEST PALM BEACH | FL | 33407 | NOT RELATED | PC | EXEMPT PURPOSE | $48,000 | ||||
| CORAL RESTORATION FOUNDATION | |||||||||||
| 5 SEAGATE BLVD | KEY LARGO | FL | 33037 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| DHARAMSALA ANIMAL RESCUE | |||||||||||
| 1624 NORTH COAST HWY | ENCINITAS | CA | 92024 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| ESSEX COUNTY GREENBELT | |||||||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| FAMILY NURTURING CENTER OF MA | |||||||||||
| 200 BOWDOIN ST | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| FAU FOUNDATION INC | |||||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NOT RELATED | PC | EXEMPT PURPOSE | $16,000 | ||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||
| 2432 MAIN ST 2ND FLOOR | LONGMONT | CO | 80501 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| FIRST NATIONS WOMEN'S ALLIANCE | |||||||||||
| 103 COLLEGE DR N 3 | DEVILS LAKE | ND | 58301 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| FORDHAM UNIVERSITY | |||||||||||
| 2691 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | ||||
| FRIENDSHIP BRIDGE | |||||||||||
| 405 URBAN ST SUITE 140 | LAKEWOOD | CO | 80228 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| GLOBAL EMPOWERMENT MISSION INC | |||||||||||
| 1850 NW 84TH AVE 100 | DORAL | FL | 33126 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | ||||
| GRAND ISLE RESCUE INC | |||||||||||
| PO BOX 79 | GRAND ISLE | VT | 05458 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | ||||
| GREENWICH ACADEMY INC | |||||||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | ||||
| GREENWICH HISTORICAL SOCIETY | |||||||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | NOT RELATED | PC | EXEMPT PURPOSE | $320 | ||||
| GULF OF MAINE RESEARCH INSTITUTION | |||||||||||
| 350 COMMERCIAL ST | PORTLAND | ME | 04101 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| HABITAT FOR HUMANITY OF ADDISON | |||||||||||
| 869 S ROHLWING RD | ADDISON | IL | 60101 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | ||||
| HANLEY CENTER FOUNDATION INC | |||||||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 103 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| HAWTHORNE VALLEY ASSOCIATION | |||||||||||
| 327 COUNTY RTE 21C | GHENT | NY | 12075 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| HEALING ABUSE WORKING FOR CHANGE | |||||||||||
| 27 CONGRESS ST 204 | SALEM | MA | 01970 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| HEALTHY PENINSULA | |||||||||||
| 10 PARKER POINT RD | BLUE HILL | ME | 04614 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| HESPERIAN HEALTH GUIDES | |||||||||||
| 2860 TELEGRAPH AVE | OAKLAND | CA | 94609 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| HIGH MOUNTAIN INSTITUTE | |||||||||||
| 531 COUNTRY RD 5A | LEADVILLE | CO | 80461 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| HIGHLAND HALL INC | |||||||||||
| 17100 SUPERIOR ST | LOS ANGELES | CA | 91325 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| HOME SWEET HOME | |||||||||||
| 756 BOSTON ROAD | BILLERICA | MA | 01821 | NOT RELATED | PC | EXEMPT PURPOSE | $515 | ||||
| HURRICANE ISLAND FOUNDATION | |||||||||||
| 19 COMMERCIAL ST | ROCKLAND | ME | 04841 | NOT RELATED | PC | EXEMPT PURPOSE | $64,000 | ||||
| HURRICANE ISLAND OUTWARD BOUND | |||||||||||
| 21 ELM ST | CAMDEN | ME | 04843 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | ||||
| INSTITUTE FOR JUSTICE | |||||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | ||||
| INTERNATIONAL CENTER FOR JOURNALISTS | |||||||||||
| 750 17TH STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NOT RELATED | PC | EXEMPT PURPOSE | $28,000 | ||||
| INTERNATIONAL RESCUE COMMITTEE | |||||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NOT RELATED | PC | EXEMPT PURPOSE | $4,400 | ||||
| INTERVALE CENTER | |||||||||||
| 180 INTERVALE RD | BURLINGTON | VT | 05401 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| ISLAND HERITAGE TRUST | |||||||||||
| 420 SUNSET RD | DEER LSLE | ME | 04627 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| ISLAND READERS & WRITERS | |||||||||||
| 5 VILLAGE GREEN WAY | SOUTHWEST HARBOR | ME | 04679 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| ISLAND SHAKESPEARE FESTIVAL | |||||||||||
| 5476 MAXWELTON RD | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| JACKSON MEMORIAL LIBRARY | |||||||||||
| 71 MAIN ST | ST GEORGE | ME | 04860 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| KENNETT LIBRARY AND COMMUNITY | |||||||||||
| 320 E STATE ST | KENNETT SQUARE | PA | 19348 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | ||||
| KHAN ACADEMY | |||||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| KIDSAVE | |||||||||||
| PO BOX 5441 | WASHINGTON | DC | 20016 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| LAHEY HOSPITAL & MEDICAL CENTER | |||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | ||||
| LUVIN ARMS ANIMAL SANCTUARY | |||||||||||
| 3470 CO RD 7 | ERIE | CO | 80516 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| MAINE ISLAND TRAIL ASSOCIATION | |||||||||||
| 100 KENSINGTON ST | PORTLAND | ME | 04103 | NOT RELATED | PC | EXEMPT PURPOSE | $11,000 | ||||
| MAKE A WISH FOUNDATION OF VERMONT | |||||||||||
| 6655 SHELBURNE RD STE 300 | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| MANY HOPES | |||||||||||
| 255 WEST 93RD STREET | NEW YORK | NY | 10025 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| MASSACHUSETTS ADOPTION RESOURCE | |||||||||||
| 19 NEEDHAM ST SUITE 206 | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| MELODIC CARING PROJECT | |||||||||||
| 20555 DRY SLOUGH RD | MOUNT VERNON | WA | 98273 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | ||||
| MIDDLEBURY AREA LAND TRUST | |||||||||||
| 63 MAPLE ST 3B | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $202 | ||||
| MULTIFAITH ALLIANCE INC | |||||||||||
| 6 E 43RD ST | NEW YORK | NY | 10017 | NOT RELATED | PC | EXEMPT PURPOSE | $27,246 | ||||
| MUSEUM OF SCIENCE | |||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| NATIONAL ASSOCIATION OF FREE AND CHARITABLE CLINICS | |||||||||||
| 1800 DIAGONAL ROAD SUITE 600 | ALEXANDRIA | VA | 22314 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| NATURE CONSERVANCY INC IN VERMONT | |||||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| OCEAN CONSERVANCY INC | |||||||||||
| 1300 19TH STREET | WASHINGTON | DC | 20036 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| OPERA MAINE | |||||||||||
| 225 COMMERCIAL ST 505 | PORTLAND | ME | 04101 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| OREGON ENVIRONMENTAL COUNCIL | |||||||||||
| 222 NW DAVIS ST 309 | PORTLAND | OR | 97209 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| OXBOW SCHOOL | |||||||||||
| 530 THIRD STREET | NAPA | CA | 94559 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| PARENT CHILD CENTER INC | |||||||||||
| 126 MONROE ST | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| PARTNERS FOR JUSTICE | |||||||||||
| 125 LINCOLN PL | BROOKLYN | NY | 11217 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| PATAGONIA AREA RESOURCE ALLIANCE | |||||||||||
| 317 MCKEOWN AVE | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $6,500 | ||||
| PATAGONIA REGIONAL TIMES | |||||||||||
| PO BOX 1073 | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | ||||
| PATAGONIA YOUTH ENRICHMENT CENTER | |||||||||||
| 115 SN N 3RD AVE | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | ||||
| PETERBOROUGH HUMAN SERVICES FUND | |||||||||||
| 1 GROVE ST | PETERBOROUGH | NH | 03458 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| PHILLIPS EXETER ACADEMY | |||||||||||
| 20 MAIN ST | EXETER | NH | 03833 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| PINGREE SCHOOL INC | |||||||||||
| 537 HIGHLAND ST | SOUTH HAMILTON | MA | 01982 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| PIPER'S ANGELS FOUNDATION | |||||||||||
| PO BOX 1104 | JUPITER | FL | 33468 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| PLASTIC OCEANS INTERNATIONAL | |||||||||||
| 23823 MALIBU ROAD | MALIBU | CA | 90265 | NOT RELATED | PC | EXEMPT PURPOSE | $33,333 | ||||
| PLAYING FOR CHANGE FOUNDATION | |||||||||||
| 171 PIER ACENUE 271 | SANTA MONICA | CA | 90405 | NOT RELATED | PC | EXEMPT PURPOSE | $33,333 | ||||
| PLUMMER YOUTH PROMISE | |||||||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | ||||
| PRISON BOOK PROGRAM | |||||||||||
| 1306 HANCOCK ST | QUINCY | MA | 02169 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | ||||
| PROJECT CURE | |||||||||||
| 10377 E GEDDES AVE | CENTENNIAL | CO | 80112 | NOT RELATED | PC | EXEMPT PURPOSE | $36,000 | ||||
| PROJECT HOPE BOSTON | |||||||||||
| 550 DUDLEY ST | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| PUBLIC EMPLOYEES FOR ENVIORNMENTAL RESPONSIBILITY | |||||||||||
| 962 WAYNE AVENUE SUITE 610 | SILVER SPRING | MD | 20910 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | ||||
| PUGET SOUNDKEEPER ALLIANCE | |||||||||||
| 130 NICKERSON ST 107 | SEATTLE | WA | 98109 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | ||||
| RAINFOREST TRUST | |||||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| RESOURCE | |||||||||||
| 329 HARVEST LANE SUITE 200 | WILLISTON | VT | 05495 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| RIVERS AND BIRDS INC | |||||||||||
| 548 HONDO SECO RD | ARROYO SECO | NM | 87514 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| SAIL TO PREVAIL INC | |||||||||||
| 60 FORT ADAMS DR | NEWPORT | RI | 02840 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| SHELBURNE FARMS | |||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | ||||
| SKATEISTAN | |||||||||||
| NOT RELATED | PC | EXEMPT PURPOSE | $27,709 | OPPELNER STRASSE 29 | BERLIN | GM | 10997 | ||||
| SOCIETY OF THE MUSE OF THE SOUL | |||||||||||
| PO BOX 3225 | TAOS | NM | 87571 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| ST BERNARD'S SCHOOL INC | |||||||||||
| 4 E 98TH ST | NEW YORK | NY | 10029 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| SUPPORTIVE LIVING INC | |||||||||||
| 400 WEST CUMMINGS PARL SUITE 6100 | WOBURN | MA | 01801 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| SWANS ISLAND YACHT CLUB INC | |||||||||||
| 152 MINTURN RD | SWANS ISLAND | ME | 04685 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| THE GROWHAUS | |||||||||||
| 3840 YORK ST 245 | DENVER | CO | 80216 | NOT RELATED | PC | EXEMPT PURPOSE | $31,040 | ||||
| THE KINEO SCHOOL | |||||||||||
| 7525 132ND AVE NE | KIRKLAND | WA | 98033 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| THE SOCIETY FOR CLASSICAL STUD | |||||||||||
| 20 COOPER SQUARE 3RD FLOOR | NEW YORK | NY | 10003 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| THOMPSON ISLAND OUTWARD BOUND | |||||||||||
| PO BOX 127 | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSE | $19,000 | ||||
| TIDES FOUNDATION | |||||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | NOT RELATED | PC | EXEMPT PURPOSE | $201,503 | ||||
| TUBA CITY HUMANE SOCIETY INC | |||||||||||
| PO BOX 1016 | TUBA CITY | AZ | 86045 | NOT RELATED | PC | EXEMPT PURPOSE | $45,000 | ||||
| US MEXICO FOUNDATION | |||||||||||
| 136 MADISON AVE | NEW YORK | NY | 10016 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | ||||
| VERMONT PARENT REPRESENTATION CENTER INC | |||||||||||
| PO BOX 4087 | BURLINGTON | VT | 05406 | NOT RELATED | PC | EXEMPT PURPOSE | $51,500 | ||||
| VILLAGE HELP FOR SOUTH SUDAN | |||||||||||
| 34 MADISON AVEE | CAMBRIDGE | MA | 02140 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | ||||
| VINFEN CORPORATION | |||||||||||
| 950 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $20,500 | ||||
| WELLSPRING HOUSE | |||||||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| WGBH EDUCATIONAL FOUNDATION | |||||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | ||||
| WHIDBEY ISLAND NOURISHES | |||||||||||
| PO BOX 1642 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | ||||
| WILD CARE INC | |||||||||||
| 198 N HARTSTRAIT RD | BLOOMINGTON | IN | 47404 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| WOMENSAFE INC | |||||||||||
| 12041 RAVENNA RD | CHARDON | OH | 44024 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | ||||
| WOODLAWN SCHOOL | |||||||||||
| PO BOX 549 | DAVIDSON | NC | 28036 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | ||||
| WORLD CENTRAL KITCHEN | |||||||||||
| 200 MASS AVE NW | WASHINGTON | DC | 20001 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| YELLOWHAMMER FUND INC | |||||||||||
| PO BOX 610250 | BIRMINGHAM | AL | 35261 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| YOUTH REPRESENT | |||||||||||
| 11 PARK PL 1512 | NEW YORK | NY | 10007 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,256,435 | 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 | $61,067 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $717,014 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,826 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $808,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $808,907 | TotalIncomeProducingActyAmt |
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 | $19,065 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,065 | 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 | $13,141,431 | EOYBookValueAmt |
| EOYFMV | $13,141,431 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CW FUNDS | FMV | $13,186,969 | $13,186,969 |
| ADAGE CAPITAL PARTNERS, LP | FMV | $7,454,134 | $7,454,134 |
| COMMONFUND CAP PRI EQU PTR VII | FMV | $267,836 | $267,836 |
| OVERLOOK PARTNERS FUND, L.P. | FMV | $2,553,951 | $2,553,951 |
| PARK STREET CAP NAT RES IV, LP | FMV | $34,978 | $34,978 |
| PARK STREET CAP NAT RES VI, LP | FMV | $897,987 | $897,987 |
| ACADIAN GLOBAL EQUITY | FMV | $2,009,709 | $2,009,709 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAINS/(LOSSES) | Desc |
| Amt | $9,971,755 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS FILING FEE | $500 | $0 | $500 |
| MEMBERSHIP DUES | $3,860 | $0 | $3,860 |
| K-1 CHARITIABLE CONTRIBUTIONS | $0 | $0 | $38 |
| MEALS AND ENTERTAINMENT | $951 | $0 | $951 |
| TRAVEL, CONFERENCE AND MEETING | $5,676 | $0 | $5,676 |
| INTERNET EXPENSE | $20 | $0 | $20 |
| PASS-THRU PORTFOLIO DEDUCTIONS | $0 | $477,140 | $0 |
| K-1 PASSTHROUGH LOSS | $0 | $1,031,063 | $0 |
| K-1 COST DEPLETION | $0 | $3,600 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $36,433 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE ADMINISTRATION CABOT-WELLINGTON | $360,000 | $0 | $360,000 |
| INVESTMENT MANAGEMENT FEES CAB | $306,839 | $306,839 | $0 |
| GRANT MANAGEMENT | $6,781 | $0 | $6,781 |
| WEBSITE DEVELOPMENT & MAINTENANCE | $5,175 | $0 | $5,175 |
| BRECKINRIDGE CAPITAL ADVISORS | $3,939 | $3,939 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - PASS-THRU | $0 | $16,304 | $0 |
| FOREIGN TAX - FIDELITY | $0 | $14,621 | $0 |
| FEDERAL TAX EXPENSE | $75,000 | $0 | $0 |
| STATE INCOME TAX WITHHELD | $925 | $3,901 | $0 |
| FEDERAL UBI EXPENSE | $20,000 | $0 | $0 |
| STATE UBI EXPENSE | $15,478 | $0 | $0 |
Comments