VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR: Form 990PF, tax year 2021
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- Organization
- VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR (EIN 04-6728351)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349107563
- Schema version
- 2021v4.2
- 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 | 2022-11-15T15:30:15-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,324,195 | 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 | $58,407 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133,117 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,176,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $873,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,981,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,376,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,572,969 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $89,240 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,306,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,579,537 | 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 | $320 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $320 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,810 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $490,394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $323,003 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $167,391 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,723 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60,628 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $889 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $889 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,514 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $368,255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,580 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $534,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $751,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187,990 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,841,464 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,841,464 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,376,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $751,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,029,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $930,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,827,651 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,693 | CashBOYAmt |
| Cash EOY | $60,682 | CashEOYAmt |
| Cash EOYFMV | $60,682 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $570,463 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,719,115 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,719,115 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,634,908 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,339,936 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,339,936 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,835,990 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,204,462 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,204,462 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $46,181,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,324,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,324,195 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $46,181,054 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $53,324,195 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,181,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,324,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,181,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,324,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,181,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $930,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,212,895 | OtherIncreasesAmt |
| Subtotal | $53,324,195 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,324,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY 7062 - ST INVESTMENTS | P | $30,009 | $30,079 | -$70 | -$70 |
| FIDELITY 7062 - LT INVESTMENTS | P | $694,844 | $662,836 | $32,008 | $32,008 |
| FIDELITY 2839 - LT INVESTMENTS | P | $3,139,230 | $1,957,102 | $1,182,128 | $1,182,128 |
| CW VENTURE FUND IV | P | $41,865 | -$41,865 | -$41,865 | |
| CW PRIVATE EQUITY FIND 2007 | P | $100,220 | -$100,220 | -$100,220 | |
| CW PRIVATE EQUITY FIND 2011 | P | $11,018 | -$11,018 | -$11,018 | |
| COMMONFUND CAPITAL PE PARTNERS | P | $21 | -$21 | -$21 | |
| PASSTHRU - ST GAINS/LOSSES | P | $895,149 | $895,149 | $895,149 | |
| PASSTHRU - LT GAINS/LOSSES | P | $2,852,148 | $2,852,148 | $2,852,148 | |
| CAPITAL GAINS DIVIDENDS | P | $764,730 | $764,730 | $764,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,572,969 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,996 | OverpaymentAmt |
| Applied To ES Tax | $23,996 | 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 |
| DIANE SCANLON | ||||||||
| 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 |
| SUZANNE CABOT | ||||||||
| 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 | $466,759 | 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 | $53,455,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $747,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,203,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,203,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $813,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,390,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,669,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,669,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,004 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,442 | IncomeTaxAmt |
| Total Tax | $84,446 | TotalTaxAmt |
| Distributable Before Adj | $2,585,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,585,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,585,065 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,029,454 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,029,454 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,585,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $707,173 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,029,454 | QualifyingDistributionsAmt |
| Applied To Year1 | $707,173 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,322,281 | 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 | $1,262,784 | 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 (134 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 | $17,000 | ||||
| AMERICAN INDIAN COLLEGE FUND | |||||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| AMERICAN NEAR EAST REFUGEE AID | |||||||||||
| 1111 14TH ST NW SUITE 400 | WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| ANGELES PARA HONDURAS | |||||||||||
| PO BOX 201 | NORTH HERO | VT | 05474 | NOT RELATED | PC | EXEMPT PURPOSE | $19,000 | ||||
| APPRENTICE LEARNING INC | |||||||||||
| PO BOX 300068 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| ARCHITECTS & ENGINEERS FOR 911 | |||||||||||
| 2342 SHATTUCK AVE | BERKELEY | CA | 94704 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | ||||
| BOSTON LYRIC OPERA COMPANY | |||||||||||
| 133 FEDERAL ST NO 800 | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| BRACKETT FOUNDATION | |||||||||||
| 161 WORCHESTER RD 602 | FRAMINGHAM | MA | 01701 | NOT RELATED | PC | EXEMPT PURPOSE | $5,200 | ||||
| BROOKSVILLE FREE PUBLIC LIBRARY | |||||||||||
| 1 TOWN HOUSE RD | BROOKSVILLE | ME | 04617 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | ||||
| BROOKWOOD SCHOOL INCORPORATED | |||||||||||
| 1 BROOKWOOD RD | MANCHESTER | MA | 01944 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| C-10 RESEARCH AND EDUCATION FOUNDATION | |||||||||||
| 11 CHESTNUT ST | AMESBURY | MA | 01913 | NOT RELATED | PC | EXEMPT PURPOSE | $11,436 | ||||
| CALIFORNIANS AGAINST WASTE FOUNDATION | |||||||||||
| 921 11TH ST SUITE 502 | SACRAMENTO | CA | 95814 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | ||||
| CAMP ONDESSONK | |||||||||||
| 3760 ONDESSONK RD | OZARK | IL | 62972 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| 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 | ||||
| CHAPEL HILL-CHAUNCY HALL SCHOOL | |||||||||||
| 785 BEAVER ST | WALTHAM | MA | 02452 | NOT RELATED | PC | EXEMPT PURPOSE | $3,250 | ||||
| CHARLOTTESVILLE BALLET | |||||||||||
| 1885 SEMINOLE TRAIL SUITE 203 | CHARLOTTESVILLE | VA | 22901 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| CHOOSE 180 | |||||||||||
| 1416 SW 151ST | BURIEN | WA | 98166 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| COLLATERAL REPAIR PROJECT | |||||||||||
| PO BOX 23146 | BROOKLYN | NY | 11202 | NOT RELATED | PC | EXEMPT PURPOSE | $32,286 | ||||
| COLORADO FOURTEENERS INITIATIVE | |||||||||||
| 1511 WASHINGTON AVE SUITE 310 | GOLDEN | CO | 80401 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| COMMITTEE TO PROTECT JOURNALIS | |||||||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | ||||
| COMMON GROUND COLLECTIVE | |||||||||||
| 13315 322ND AVE | DUVALL | WA | 98019 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| COMMONWEALTH | |||||||||||
| PO BOX316 | BOLINAS | CA | 94924 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | ||||
| COMPREHENSIVE ALCOHOLISM REHAB PROGRAM | |||||||||||
| 5410 EAST AVENUE | WEST PALM BEACH | FL | 33407 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | ||||
| 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 | ||||
| FAMILY NURTURING CENTER OF MA | |||||||||||
| 200 BOWDOIN ST | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | ||||
| FAU FOUNDATION INC | |||||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NOT RELATED | PC | EXEMPT PURPOSE | $5,500 | ||||
| FIRST NATIONS DEVELOPMENT INST | |||||||||||
| 2432 MAIN ST 2ND FLOOR | LONGMONT | CO | 80501 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| FRIENDS OF THE SWANS ISLAND | |||||||||||
| PO BOX 86 | SWANS ISLAND | ME | 04685 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| FRIENDSHIP BRIDGE | |||||||||||
| 405 URBAN ST SUITE 140 | LAKEWOOD | CO | 80228 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| GREENWICH ACADEMY INC | |||||||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | ||||
| HABITAT FOR HUMANITY OF ADDISON | |||||||||||
| 869 S ROHLWING RD | ADDISON | IL | 60101 | NOT RELATED | PC | EXEMPT PURPOSE | $10,500 | ||||
| HANLEY CENTER FOUNDATION INC | |||||||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 103 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| HAWTHORNE VALLEY ASSOCIATION | |||||||||||
| 327 COUNTY RTE 21C | GHENT | NY | 12075 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| HEALTHY PENINSULA | |||||||||||
| 10 PARKER POINT RD | BLUE HILL | ME | 04614 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| HESPERIAN HEALTH GUIDES | |||||||||||
| 2860 TELEGRAPH AVE | OAKLAND | CA | 94609 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| HIGH MOUNTAIN INSTITUTE | |||||||||||
| 531 COUNTRY RD 5A | LEADVILLE | CO | 80461 | NOT RELATED | PC | EXEMPT PURPOSE | $100 | ||||
| HOME SWEET HOME | |||||||||||
| 756 BOSTON ROAD | BILLERICA | MA | 01821 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| HURRICANE ISLAND FOUNDATION | |||||||||||
| 19 COMMERCIAL ST | ROCKLAND | ME | 04841 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | ||||
| HURRICANE ISLAND OUTWARD BOUND | |||||||||||
| 21 ELM ST | CAMDEN | ME | 04843 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | ||||
| INDEPENDENT INTERNATIONAL LEGAL | |||||||||||
| 405 LEXINGTON AVE 9TH FLOOR | NEW YORK | NY | 10174 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| INDIGENOUS EDUCATIONAL NETWORK | |||||||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| INTERVALE CENTER | |||||||||||
| 180 INTERVALE RD | BURLINGTON | VT | 05401 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| ISLAND READERS & WRITERS | |||||||||||
| 5 VILLAGE GREEN WAY | SOUTHWEST HARBOR | ME | 04679 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| JACKSON MEMORIAL LIBRARY | |||||||||||
| 71 MAIN ST | ST GEORGE | ME | 04860 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| KARTEMQUIN EDUCATIONAL FILMS | |||||||||||
| 1901 W WELLINGTON | CHICAGO | IL | 60657 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| KEEP AMERICA BEAUTIFUL INC | |||||||||||
| 1010 WASHINGTON BOULEVARD | STAMFORD | CT | 06901 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | ||||
| LA COMPOST | |||||||||||
| 221 WEST AVENUE | LOS ANGELES | CA | 90065 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | ||||
| LINCOLN LAND CONSERVATION TRUS | |||||||||||
| 145 LINCOLN RD 102A | LINCOLN | MA | 01773 | NOT RELATED | PC | EXEMPT PURPOSE | $9,500 | ||||
| LLEWELLYN PTA | |||||||||||
| 6301 SE 14TH AVE | PORTLAND | OR | 97202 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| LUDWIG VON MISES INSTITUTE | |||||||||||
| 518 WEST MAGNOLIA AVE | AUBURN | AL | 36832 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| MAKE A WISH FOUNDATION OF VERM | |||||||||||
| 6655 SHELBURNE RD STE 300 | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| MIDDLEBURY AREA LAND TRUST | |||||||||||
| 63 MAPLE ST 3B | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| MIDDLEBURY TRANSITIONAL CARE C | |||||||||||
| 27 N PLEASANT ST | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $10,250 | ||||
| MIDDLEBURY VOLUNTEER AMBULANCE | |||||||||||
| 55 COLLINS DR | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $300 | ||||
| MOVIES MAKING A DIFFERENCE PRODUCTION | |||||||||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| NATIONAL FILM PRESERVE LTD | |||||||||||
| 800 JONES ST | BERKELEY | CA | 94710 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| NATURE CONSERVANCY INC IN COLORADO | |||||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| NATURE CONSERVANCY INC IN MA | |||||||||||
| 99 BEDFORD ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| NATURE CONSERVANCY INC IN VERMONT | |||||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | ||||
| NORTH BENNET STREET SCHOOL | |||||||||||
| 150 NORTH ST | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| NOT AN ALTERNATIVE | |||||||||||
| 9719 SW 180TH ST | VASHON | WA | 98070 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | ||||
| 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 | $10,000 | ||||
| OUR HOUSE CAFE | |||||||||||
| 140 B ST STE 5 | DAVIS | CA | 95616 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| OXBOW SCHOOL | |||||||||||
| 530 THIRD STREET | NAPA | CA | 94559 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| PATAGONIA YOUTH ENRICHMENT CEN | |||||||||||
| 115 SN N 3RD AVE | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | ||||
| 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 | $5,000 | ||||
| PLUMMER YOUTH PROMISE | |||||||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| PRESBYTERIAN HOSPITAL FOUNDATION | |||||||||||
| PO BOX 26666 | ALBUQUERQUE | NM | 871256666 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| PTA OREGON CONGRESS | |||||||||||
| 3790 NE PURCELL BLVD | BEND | OR | 97701 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| PUBLIC EMPLOYEES FOR ENVIORNMENTAL RESPONSIBILITY | |||||||||||
| 962 WAYNE AVENUE SUITE 610 | SILVER SPRING | MD | 20910 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | ||||
| PUGET SOUNDKEEPER ALLIANCE | |||||||||||
| 130 NICKERSON ST 107 | SEATTLE | WA | 98109 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| PYE GLOBAL | |||||||||||
| PO BOX 1481 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | ||||
| READINESS TO LEARN WHIDBEY FOUNDATION | |||||||||||
| 723 CAMANO AVE | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | ||||
| REASON FOUNDATION | |||||||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 90230 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | ||||
| RESOURCE A NONPROFIT COMMUNITY ENTERPRISE | |||||||||||
| 329 HARVEST LANE SUITE 200 | WILLISTON | VT | 05495 | NOT RELATED | PC | EXEMPT PURPOSE | $33,000 | ||||
| RISE ACADEMY | |||||||||||
| 1170 CAREW ST | SPRINGFIELD | MA | 01104 | 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 | ||||
| ROCKY MOUNTAIN ELK FOUNDATION | |||||||||||
| 5705 GRANT CREEK ROAD | MISSOULA | MT | 59808 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| SACO HEADWATERS ALLIANCE | |||||||||||
| 496 POTTER ROAD | CENTER CONWAY | NH | 03813 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| SACRED HEART UNIVERSITY | |||||||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| SAIL TO PREVAIL INC | |||||||||||
| 60 FORT ADAMS DR | NEWPORT | RI | 02840 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| SARAH LAWRENCE COLLEGE | |||||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | ||||
| SHELBURNE FIREFIGHTERS ASSOCATION | |||||||||||
| PO BOX 911 | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $750 | ||||
| SHELBURNE RESCUE | |||||||||||
| 5420 SHELBURNE ROAD | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| SKATEISTAN | |||||||||||
| NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | 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 | ||||
| ST MICHAEL'S COLLEGE | |||||||||||
| ONE WINOOSKI PARK | COLCHESTER | VT | 05439 | NOT RELATED | PC | EXEMPT PURPOSE | $750 | ||||
| TAOS LAND TRUST | |||||||||||
| 410 LA POSTA RD | TAOS | NM | 87571 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| THE GENERAL HOSPITAL CORPORATION | |||||||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| THE GROWHAUS | |||||||||||
| 3840 YORK ST 245 | DENVER | CO | 80216 | NOT RELATED | PC | EXEMPT PURPOSE | $110 | ||||
| THE HAVEN | |||||||||||
| 1107 E ADELAIDE | TUSCON | AZ | 85719 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| THE LAND CONSERVANCY FOR SOUTHERN CHESTER COUNTY | |||||||||||
| 541 CHANDLER MILL ROAD | AVONDALE | PA | 19311 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| THE RIVER PROJECT | |||||||||||
| 12026 HOFFMAN ST | STUDIO CITY | CA | 91604 | 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 | $21,000 | ||||
| TIDES FOUNDATION | |||||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | NOT RELATED | PC | EXEMPT PURPOSE | $321,371 | ||||
| TOWN OF RIPTON VOLUNTEER FIRE | |||||||||||
| 25 DUNWAY RD | RIPTON | VT | 05766 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | ||||
| TRUSTEES OF COLUMBIA | |||||||||||
| 535 W 116 ST | NEW YORK | NY | 10027 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | ||||
| TUBA CITY HUMANE SOCIETY INC | |||||||||||
| PO BOX 1016 | TUBA CITY | AZ | 86045 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | ||||
| UNION OF CONCERNED SCIENTISTS | |||||||||||
| 2 BRATTKE SQUARE | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | ||||
| UNIVESITY OF WASHINGTON | |||||||||||
| 1400 NE CAMPUS PARKWAY | SEATTLE | WA | 98195 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| UPPER SACO VALLEY LAND TRUST | |||||||||||
| 111 MAIN ST | CONWAY | NH | 03818 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| US MEXICO FOUNDATION | |||||||||||
| 136 MADISON AVE | NEW YORK | NY | 10016 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ||||
| UVM AND STATE AGRICULTURAL COLLEGE | |||||||||||
| 81 CARRIGAN DRIVE | BURLINGTON | VT | 05405 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| VERMONT PARENT REPRESENTATION CENTER INC | |||||||||||
| PO BOX 4087 | BURLINGTON | VT | 05406 | NOT RELATED | PC | EXEMPT PURPOSE | $31,000 | ||||
| VINFEN CORPORATION | |||||||||||
| 950 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| WATER IS LIFE KENYA INC | |||||||||||
| 314 E MAIN ST KELWAY PLAZA SUITE 2 | NEWARK | DE | 19711 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | ||||
| WAYPOINT ADVENTURE | |||||||||||
| 453 CONCORD AVE | LEXINGTON | MA | 02421 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | ||||
| WEST END HOUSE INC | |||||||||||
| 105 ALLSTON ST | ALLSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | ||||
| WEST PALM BEACH LIBRARY FOUNDATION | |||||||||||
| 411 CLEMATIS ST 3RD FLOOR | WEST PALM BEACH | FL | 33401 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | ||||
| WGBH EDUCATIONAL FOUNDATION | |||||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $12,000 | ||||
| WHIDBEY ISLAND NOURISHES | |||||||||||
| PO BOX 1642 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | ||||
| WILD CARE INC | |||||||||||
| 198 N HARTSTRAIT RD | BLOOMINGTON | IN | 47404 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | ||||
| WOODLAWN SCHOOL | |||||||||||
| PO BOX 549 | DAVIDSON | NC | 28036 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | ||||
| YOUNG WOMEN EMPOWERED | |||||||||||
| 5623 RAINIER AVE | SEATTLE | WA | 98118 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| ZANAAFRICA FOUNDATION | |||||||||||
| 2450 VIRGINIA AVE NW STE E309 | WASHINGTON | DC | 20037 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | ||||
| BORDERLANDS RESTORATION NETWORK | |||||||||||
| 1 SCHOOL ST | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $13,000 | ||||
| JUDICIAL WATCH INC | |||||||||||
| 425 THIRD ST SW SUITE 800 | WASHINGTON | DC | 20024 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| SCHOOL YEAR ABROAD INC | |||||||||||
| 120 WATER STREET SUITE 310 | NORTH ANDOVER | MA | 01845 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| VERMONT COMMUNITY FOUNDATION | |||||||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $6,000 | ||||
| INSTITUTE FOR JUSTICE | |||||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| SHELBURNE FARMS | |||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | ||||
| ETHAN ALLEN INSTITUTE | |||||||||||
| PO BOX 9496 | BURLINGTON | VT | 05407 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | ||||
| MAUI FOOD BANK INC | |||||||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | NOT RELATED | PC | EXEMPT PURPOSE | $511 | ||||
| AMERICAN CENTER OF ORIENTAL RESEARCH | |||||||||||
| 400 7TH ST SW | WASHINGTON | DC | 20506 | NOT RELATED | PC | EXEMPT PURPOSE | $300 | ||||
| BROWNING SCHOOL | |||||||||||
| 52 EAST 62ND ST | NEW YORK | NY | 10065 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| NEW HAVEN PRESERVATION TRUST | |||||||||||
| 922 STATE ST | NEW HAVEN | CT | 06511 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | ||||
| SUPPORTIVE LIVING INC | |||||||||||
| 400 WEST CUMMINGS PARL SUITE 6100 | WOBURN | MA | 01801 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,841,464 | 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 | $58,407 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,176,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,981,906 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $89,240 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,217,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $89,240 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,306,360 | 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 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 | $11,810 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,810 | 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 | $22,339,936 | EOYBookValueAmt |
| EOYFMV | $22,339,936 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CW FUNDS | FMV | $12,356,776 | $12,356,776 |
| ADAGE CAPITAL PARTNERS, LP | FMV | $9,051,396 | $9,051,396 |
| COMMONFUND CAP PRI EQU PTR VII | FMV | $461,724 | $461,724 |
| KABOUTER INT'L OFFSHORE FD II | FMV | $1,001,418 | $1,001,418 |
| OVERLOOK PARTNERS FUND, L.P. | FMV | $2,996,278 | $2,996,278 |
| PARK STREET CAP NAT RES IV, LP | FMV | $69,866 | $69,866 |
| PARK STREET CAP NAT RES VI, LP | FMV | $911,256 | $911,256 |
| ACADIAN GLOBAL EQUITY | FMV | $2,355,748 | $2,355,748 |
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 | $250 | $0 | $250 |
| MEMBERSHIP DUES | $3,890 | $0 | $3,890 |
| K-1 CHARITIABLE CONTRIBUTIONS | $0 | $0 | $66 |
| POSTAGE | $110 | $0 | $110 |
| MEALS AND ENTERTAINMENT | $2,012 | $0 | $2,012 |
| TRAVEL, CONFERENCE AND MEETING | $1,052 | $0 | $1,052 |
| INTERNET EXPENSE | $33 | $0 | $33 |
| OFFICE SUPPLIES | $167 | $0 | $167 |
| PASS-THRU PORTFOLIO DEDUCTIONS | $0 | $368,255 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $89,240 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $89,240 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAINS/(LOSSES) | Desc |
| Amt | $6,212,895 | 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 | $148,000 | $0 | $148,000 |
| INVESTMENT MANAGEMENT FEES CAB | $318,759 | $318,759 | $0 |
| GRANT MANAGEMENT | $15,141 | $0 | $15,141 |
| WEBSITE DEVELOPMENT & MAINTENANCE | $4,250 | $0 | $4,250 |
| BRECKINRIDGE CAPITAL ADVISORS | $4,244 | $4,244 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - PASS-THRU | $0 | $46,162 | $0 |
| FOREIGN TAX - FIDELITY | $2,223 | $9,383 | $0 |
| STATE INCOME TAX WITHHELD | $0 | $5,083 | $0 |
| FEDERAL UBI EXPENSE | $20,000 | $0 | $0 |
| STATE UBI EXPENSE | $1,500 | $0 | $0 |
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