2022-11-15T15:30:15-06:00 2021-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2021-01-01 046728351 THE VIRGINIA WELLINGTON CABOT FOUNDATION C/O CABOT-WELLINGTON LLC VIRG 6174511744 22 BATTERYMARCH ST BOSTON MA 02109 JOAN WHELTON EXECUTIVE DIRECTOR 6174511744 2022-11-15 1 JOAN WHELTON 000006558 HARRY A KALAJIAN JR CPA P00464296 6174399700 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 53324195 X X 58407 133117 1176807 873451 1981906 8376110 5572969 89240 0 3306360 6579537 0 0 0 320 0 320 11810 0 11810 490394 323003 167391 23723 60628 0 889 0 889 7514 368255 7580 534650 751886 187990 1841464 1841464 2376114 751886 2029454 930246 5827651 139693 60682 60682 570463 1719115 1719115 23634908 22339936 22339936 21835990 29204462 29204462 46181054 53324195 53324195 0 0 X 46181054 53324195 46181054 53324195 46181054 53324195 46181054 930246 6212895 53324195 0 53324195 FIDELITY 7062 - ST INVESTMENTS P 30009 30079 -70 -70 FIDELITY 7062 - LT INVESTMENTS P 694844 662836 32008 32008 FIDELITY 2839 - LT INVESTMENTS P 3139230 1957102 1182128 1182128 CW VENTURE FUND IV P 41865 -41865 -41865 CW PRIVATE EQUITY FIND 2007 P 100220 -100220 -100220 CW PRIVATE EQUITY FIND 2011 P 11018 -11018 -11018 COMMONFUND CAPITAL PE PARTNERS P 21 -21 -21 PASSTHRU - ST GAINS/LOSSES P 895149 895149 895149 PASSTHRU - LT GAINS/LOSSES P 2852148 2852148 2852148 CAPITAL GAINS DIVIDENDS P 764730 764730 764730 5572969 81004 0 81004 0 81004 50000 0 55000 0 105000 X 0 23996 23996 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 CABOTWELLINGTON.COM JOAN WHELTON EXEC DIR 6174511744 22 BATTERYMARCH ST BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 CABOT-WELLINGTON LLC 22 BATTERYMARCH ST BOSTON MA 02109 INV. MGMT & ADMIN SERVICES 466759 0 0 53455596 747681 0 54203277 0 0 54203277 813049 53390228 2669511 2669511 81004 3442 84446 2585065 0 2585065 0 2585065 2029454 0 2029454 2585065 707173 0 0 2029454 707173 0 0 1322281 0 0 0 0 0 0 0 0 1262784 0 0 0 JOAN WHELTON 22 BATTERYMARCH STREET BOSTON MA 02109 6174511744 JWHELTON@CABOTWELLINGTON.COM REFER TO WEBSITE HTTPS://CABOTWELLINGTON.COM/PHILANTHROPY/VIRGINIA-WELLINGTON-CABOT-FOUNDATIO N/ APPLICATION DEADLINES ARE FEBRUARY 23 AND AUGUST 10. 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. 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