2021-11-15T08:28:46-06:00 2020-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2020-01-01 046728351 THE VIRGINIA WELLINGTON CABOT FOUNDATION C/O CABOT-WELLINGTON LLC VIRG 6174511744 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 JOAN WHELTON EXECUTIVE DIRECTOR 6174511744 2021-11-12 1 JOAN WHELTON 000006558 HARRY A KALAJIAN JR CPA P00464296 6174399700 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 46181054 X X 69773 73107 649461 688166 424100 2825216 2080580 2901 0 1146235 2841853 0 0 0 420 0 420 10000 0 10000 418593 260449 158144 120500 18560 0 4678 0 4678 914 0 914 1320 340303 1381 556425 619312 175537 1247221 1247221 1803646 619312 1422758 -657411 2222541 128193 139693 139693 1669836 570463 570463 20084883 23634908 23634908 17777640 21835990 21835990 39660552 46181054 46181054 0 0 X 39660552 46181054 39660552 46181054 39660552 46181054 39660552 -657411 7177913 46181054 0 46181054 FIDELITY 7062 - ST INVESTMENTS P 198116 192914 5202 5202 FIDELITY 7062 - SL INVESTMENTS P 570523 543845 26678 26678 PASSTHRU - ST GAINS/LOSSES P 572992 572992 572992 PASSTHRU - LT GAINS/LOSSES P 1090736 1090736 1090736 PASSTHRU - COLLECTIBLE GAINS/LOSSES P 2 -2 -2 PASSTHRU - SEC 1231 GAINS P 7875 -7875 -7875 CAPITAL GAINS DIVIDENDS P 392849 392849 392849 2080580 30893 0 30893 0 30893 150000 0 0 0 150000 X 0 119107 50000 69107 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 2ND FLOOR BOSTON MA 02109 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AIDAN FITGERALD 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 BRYAN MCCARTHY 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 CHRISTINA CABOT-JONES 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 DIANE SCANLON 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 FIONA SCANLON-BLACK 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 GULREZ ARSHAD 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 PETER MYERS 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 CHAIRPERSON 1.00 0 0 0 JOAN M WHELTON 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 EXECUTIVE DIRECTOR 1.00 0 0 0 MOORS MYERS 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NATE BULICH 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 PERE SELLES 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 SUZANNE CABOT 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NONE 0 CABOT-WELLINGTON LLC 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 INVESTMENT SERVICES 256257 CABOT-WELLINGTON LLC 22 BATTERYMARCH ST 2ND FLOOR BOSTON MA 02109 ADMINISTRATIVE 145800 0 0 42583830 1240577 0 43824407 0 0 43824407 657366 43167041 2158352 2158352 30893 30893 2127459 0 2127459 0 2127459 1422758 0 1422758 0 1422758 2127459 2472 0 0 1422758 2472 0 0 1420286 0 0 0 0 0 0 0 0 707173 0 0 0 JOAN WHELTON 22 BATTERYMARCH STREET 2ND FLOOR 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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