VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR: Form 990PF, tax year 2019
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- Organization
- VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR (EIN 04-6728351)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349101403
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:18:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 99 HIGH STREET 21ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 2ND FLOOR | 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 | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 146.115.156.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 15:41:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36AF408B42A4B53A88AB405E67774237CBEDE7D8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,660,558 | 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 | $60,145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71,166 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,219,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $618,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,631,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,683,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,046,807 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,911,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,736,730 | 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 | $495 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $495 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,945 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,945 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $402,037 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $622,619 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $162,228 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,850 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $21,086 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,086 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,806 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,806 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,440 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,440 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,016 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $287,529 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $543,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $948,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $216,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,422,787 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,422,787 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,966,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $948,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,638,902 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,944,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,787,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $251,781 | CashBOYAmt |
| Cash EOY | $128,193 | CashEOYAmt |
| Cash EOYFMV | $128,193 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,433,398 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,669,836 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,669,836 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,184,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,084,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,084,883 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $20,595,935 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,777,640 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,777,646 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,465,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,660,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,660,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $35,465,866 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $39,660,552 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,465,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,660,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,465,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,660,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,465,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,944,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,249,723 | OtherIncreasesAmt |
| Subtotal | $39,660,552 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,660,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY 2839 - ST INVESTMENTS | P | $3,065,382 | $3,500,000 | -$434,618 | -$434,618 |
| FIDELITY 2839 - LT INVESTMENTS | P | $1,317,844 | $1,320,030 | -$2,186 | -$2,186 |
| FIDELITY 7062 - ST INVESTMENTS | P | $230,942 | $228,151 | $2,791 | $2,791 |
| FIDELITY 7062 - LT INVESTMENTS | P | $110,000 | $109,075 | $925 | $925 |
| GMO BENCHMARK | P | $1,508,733 | $1,549,315 | -$40,582 | -$40,582 |
| CW REAL ESTATE FUND I | P | $14,241 | $14,912 | -$671 | -$671 |
| CW VENTURE FUND III | P | $100,318 | $71,999 | $28,319 | $28,319 |
| PASSTHRU - ST GAINS/LOSSES | P | $41,145 | -$41,145 | -$41,145 | |
| PASSTHRU - LT GAINS/LOSSES | P | $1,454,179 | $1,454,179 | $1,454,179 | |
| PASSTHRU - SEC 1231 GAINS | P | $81,596 | $81,596 | $81,596 | |
| SANDERSON INTERNATIONAL VALUE FUND | P | $2,761,165 | $2,801,707 | -$40,542 | -$40,542 |
| CW HEDGE 2 FEEDER | P | $455,942 | $455,942 | $455,942 | |
| CW HEDGE 1 FEEDER | P | $267,171 | $267,171 | $267,171 | |
| CAPITAL GAINS DIVIDENDS | P | $315,628 | $315,628 | $315,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,046,807 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,809,320 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,059,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072202 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,634,854 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,019,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045388 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,829,487 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,294,676 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056650 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,919,840 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,045,604 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056390 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,773,924 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $35,466,803 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050016 | DistributionYr5Rt |
| Total Distribution | 0.280646 | TotalDistributionRt |
| Average Distribution | 0.056129 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,957,943 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,962,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,877 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,980,031 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,638,902 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,755 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,755 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,755 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,656 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $188,656 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $152,901 | OverpaymentAmt |
| Applied To ES Tax | $50,000 | AppliedToESTaxAmt |
| Refund | $102,901 | 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 2ND FLOOR | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HELEN C MCCARTHY | ||||||||
| 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 |
| BRYAN MCCARTHY | ||||||||
| 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 |
| KATARINA BULICH | ||||||||
| 22 BATTERYMARCH ST 2ND FLOOR | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MOORS MYERS | ||||||||
| 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 |
| AIDAN FITGERALD | ||||||||
| 22 BATTERYMARCH ST 2ND FLOOR | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHLEEN FITZGERALD | ||||||||
| 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 |
| PERE SELLES | ||||||||
| 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | |||||
| PO BOX 28019 | ALBUQUERQUE | NM | 871258019 | SERVICES FEES | $382,810 |
| CABOT-WELLINGTON LLC | |||||
| 22 BATTERYMARCH ST 2ND FLOOR | BOSTON | MA | 02109 | INVESTMENT SERVICES | $239,809 |
| CABOT-WELLINGTON LLC | |||||
| 22 BATTERYMARCH ST 2ND FLOOR | BOSTON | MA | 02109 | ADMINISTRATIVE | $143,000 |
| 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 | $33,738,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,751,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,490,297 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,490,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $532,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,957,943 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,747,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,747,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,755 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,867 | IncomeTaxAmt |
| Total Tax | $42,622 | TotalTaxAmt |
| Distributable Before Adj | $1,705,275 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,705,275 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,705,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,638,902 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,638,902 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,638,902 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,705,275 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $63,901 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,638,902 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,638,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $63,901 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $63,901 | 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 | $2,472 | 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 2ND FLOOR | 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 (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK | ||||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| ALLIANCE FOR GLOBAL JUSTICE | ||||||||
| 225 E 26TH ST 1 | TUCSON | AZ | 85713 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING ST | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| AMERICAN CENTER OF ORIENTAL RESEARCH | ||||||||
| 209 COMMERCE STREET | ALEXANDRIA | VA | 223142909 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| AMERICAN NEAR EAST REFUGEE AID | ||||||||
| 1111 14TH STREET NW 400 | WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | |
| APPRENTICE LEARNING INC | ||||||||
| PO BOX 300068 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $15,500 | |
| AUXILIARY OF PORTER MEDICAL CENTER INC | ||||||||
| 115 PORTER DR | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | |
| BEVERLY BOOTSTRAPS | ||||||||
| 35 PARK STREET | BEVERLY | MA | 01915 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| BOSTON LYRIC OPERA COMPANY | ||||||||
| 133 FEDERAL STREET SUITE 800 | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| BROOKWOOD SCHOOL INCORPORATED | ||||||||
| 1 BROOKWOOD RD | MANCHESTER | MA | 01944 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| BROWNING SCHOOL | ||||||||
| 52 E 62ND ST | NEW YORK | NY | 10065 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| BRUNSWICK SCHOOL INC | ||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CARE | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| C-10 RESEARCH & EDUCATION FOUNDATION INC | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CALIFORNIANS AGAINST WASTE FOUNDATION | ||||||||
| 921 11TH STREET SUITE 420 | SACRAMENTO | CA | 95814 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| CAMDEN CONFERENCE | ||||||||
| PO BOX 882 | CAMDEN | ME | 04843 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| 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 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200015403 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| CENTURY ASSOCIATION ARCHIVES FOUNDATION | ||||||||
| 7 WEST 43D STREET | NEW YORK | NY | 10036 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| CHAPEL HILL-CHAUNCY HALL SCHOOL | ||||||||
| 785 BEAVER ST | WALTHAM | MA | 02452 | NOT RELATED | PC | EXEMPT PURPOSE | $18,000 | |
| CHARTER HOUSE COALITION | ||||||||
| 27 N PLEASANT ST | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| CHILDRENS GUARDIAN FUND INC | ||||||||
| PO BOX 49722 | SARASOTA | FL | 34230 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| COACHING FOR CHANGE INC | ||||||||
| 427 WINTHROP ST | TAUNTON | MA | 02780 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| COLLATERAL REPAIR PROJECT | ||||||||
| PO BOX 23146 | BROOKLYN | NY | 11202 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | 4524 |
| COMMONWEAL | ||||||||
| PO BOX316 | BOLINAS | CA | 94924 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| COMPREHENSIVE ALCOHOLISM REHAB PROGRAM | ||||||||
| 5410 EAST AVENUE | WEST PALM BEACH | FL | 33407 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| CORAL RESTORATION FOUNDATION | ||||||||
| 5 SEAGATE BLVD | KEY LARGO | FL | 33037 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CULTIVATING COMMUNITY | ||||||||
| 62 ELM ST | PORTLAND | ME | 04101 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| CURE RARE DISEASE | ||||||||
| 1575 TREMONT ST 1107 | BOSTON | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| DEEP DIRT INSTITUTE | ||||||||
| 76 STEVENS CANYON RD | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $17,500 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | |
| EPILEPSY FOUNDATION NEW ENGLAND | ||||||||
| 335 MAIN ST | WILMINGTON | MA | 01887 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| ETHAN ALLEN INSTITUTE | ||||||||
| PO BOX 543 | MONTPELIER | VT | 05601 | NOT RELATED | PC | EXEMPT PURPOSE | $2,200 | |
| FAMILY NURTURING CENTER OF MA | ||||||||
| 200 BOWDOIN ST | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| FLORIDA ATLANTIC UNIVERSITY | ||||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | NOT RELATED | PC | EXEMPT PURPOSE | $5,250 | |
| FRIENDS OF FRIENDS MEDICAL SUPPORT FUND | ||||||||
| PO BOX 812 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| GLOBAL FUND FOR WOMEN INC | ||||||||
| 12 METROTECH CENTER 26TH FLOOR | BROOKLYN | NY | 11201 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| GREAT NORTHERN RAILWAY | ||||||||
| 5465 43RD AVE W | SEATTLE | WA | 98199 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| GREEN CITIES FUND INC | ||||||||
| 725 WASHINGTON STREET SUITE 300 | OAKLAND | CA | 94607 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| GREENWICH ACADEMY INC | ||||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| HABITAT FOR HUMANITY OF ADDISON | ||||||||
| 869 S ROHLWING RD | ADDISON | IL | 60101 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| HANLEY CENTER FOUNDATION INC | ||||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 103 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| HEALING ABUSE WORKING FOR CHANGE | ||||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HEALTHNETWORK FOUNDATION | ||||||||
| 33 RIVER ST 3 | CHAGRIN FALLS | OH | 44022 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| HEALTHY PENINSULA | ||||||||
| 10 PARKER POINT RD | BLUE HILL | ME | 04614 | NOT RELATED | PC | EXEMPT PURPOSE | $10,400 | |
| HEART OF TAOS | ||||||||
| PO BOX 613 | TAOS | NM | 87571 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HEARTS AND HAMMERS | ||||||||
| 2599 FAIRVIEW AVE N | ST PAUL | MN | 55113 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| HERRING GUT LEARNING CENTER | ||||||||
| 59 FACTORY RD | ST GEORGE | ME | 04860 | NOT RELATED | PC | EXEMPT PURPOSE | $8,500 | |
| HESPERIAN HEALTH GUIDES | ||||||||
| 1919 ADDISON STREET SUITE 304 | BERKELEY | CA | 94704 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| HURRICANE ISLAND FOUNDATION | ||||||||
| 19 COMMERCIAL ST | ROCKLAND | ME | 04841 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| HURRICANE ISLAND OUTWARD BOUND | ||||||||
| 21 ELM ST | CAMDEN | ME | 04843 | NOT RELATED | PC | EXEMPT PURPOSE | $35,500 | |
| INDEPENDENT INTERNATIONAL LEGAL | ||||||||
| 447 BROADWAY | NEW YORK | NY | 10013 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| INDIAN LAW RESOURCE CENTER | ||||||||
| 602 NORTH EWING STREET | HELENA | MT | 59601 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | |
| INSTITUTE FOR CENTRAL AMERICAN STUDIES | ||||||||
| PO BOX 1004 | BERKELEY | CA | 94701 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| INTERVALE CENTER | ||||||||
| 180 INTERVALE RD | BURLINGTON | VT | 05401 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| ISLAND READERS & WRITERS | ||||||||
| 246 MAIN ST | SOUTHWEST HARBOR | ME | 04679 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| ISLAND SHAKESPEARE FESTIVAL | ||||||||
| 5476 MAXWELTON RD | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| JACKSON MEMORIAL LIBRARY | ||||||||
| 71 MAIN ST | ST GEORGE | ME | 04860 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| JOHN AND MABLE RINGLING MUSEUM | ||||||||
| 5401 BAY SHORE RD | SARASOTA | FL | 34243 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| JOHN W GRAHAM EMERGENCY SHELTER | ||||||||
| 69 N MAIN ST | VERGENNES | VT | 05491 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| KARTEMQUIN EDUCATIONAL FILMS | ||||||||
| 1901 W WELLINGTON | CHICAGO | IL | 60657 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| KNOVA LEARNING OREGON | ||||||||
| 740 SE 182ND AVE | PORTLAND | OR | 97233 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| LAHEY HOSPITAL & MEDICAL CENTER | ||||||||
| 41 BURLINGTON MALL ROAD | BURLINGTON | MA | 01805 | NOT RELATED | PC | EXEMPT PURPOSE | $9,900 | |
| LIFEFLIGHT FOUNDATION | ||||||||
| 13 MAIN ST | CAMDEN | ME | 04843 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| LUDWIG VON MISES INSTITUTE | ||||||||
| 518 WEST MAGNOLIA AVENUE | AUBURN | AL | 368324501 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| MAINE ISLAND TRAIL ASSOCIATION | ||||||||
| 100 KENSINGTON ST | PORTLAND | ME | 04103 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| MOUNT AUBURN CEMETERY | ||||||||
| 580 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| MT CARMEL VETERANS SERVICE CENTER | ||||||||
| 530 COMMUNICATION CIR | COLORADO SPRINGS | CO | 80905 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET | NW WASHINGTON DC | DC | 20001 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| NATIONAL FILM PRESERVE LTD | ||||||||
| 800 JONES STREET | BERKELEY | CA | 94710 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| NATURE CONSERVANCY INC IN COLORADO | ||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| NATURE CONSERVANCY INC IN MASSACHUSETTS | ||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| NATURE CONSERVANCY INC IN VERMONT | ||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | NOT RELATED | PC | EXEMPT PURPOSE | $27,500 | |
| NEW HAVEN PRESERVATION TRUST | ||||||||
| 922 STATE ST | NEW HAVEN | CT | 06511 | NOT RELATED | PC | EXEMPT PURPOSE | $250 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 150 NORTH ST | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| NORTHWEST LANGUAGE AND CULTURAL CENTER | ||||||||
| PO BOX 1156 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| ONE AMERICA | ||||||||
| PO BOX 368 | INDIANAPOLIS | IN | 462060368 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| OPERA COMPANY OF MIDDLEBURY | ||||||||
| PO BOX 803 | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| 222 NW DAVIS ST 309 | PORTLAND | OR | 97209 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| ORIGIN THEATRE COMPANY INC | ||||||||
| 520 8TH AVENUE SUITE 329A | NEW YORK | NY | 10018 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| OUR HOUSE CAFE | ||||||||
| 804 AR-56 | CALICO ROCK | AR | 72519 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| OXBOW SCHOOL | ||||||||
| 530 THIRD STREET | NAPA | CA | 94559 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| PATAGONIA AREA RESOURCE ALLIANCE | ||||||||
| 317 MC KEOWN AVE | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| PATAGONIA REGIONAL TIMES | ||||||||
| PO BOX 1073 | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $800 | |
| PATAGONIA YOUTH ENRICHMENT CENTER | ||||||||
| 115 S N 3RD AVE | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| 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 | $1,500 | |
| 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 | $20,000 | |
| PUGET SOUNDKEEPER ALLIANCE | ||||||||
| 130 NICKERSON ST 107 | SEATTLE | WA | 98109 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| PYE GLOBAL | ||||||||
| PO BOX 1481 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $21,000 | |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| REACH PREP INC | ||||||||
| 1 DOCK ST 100 | STAMFORD | CT | 06902 | NOT RELATED | PC | EXEMPT PURPOSE | $23,537 | |
| 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 | $32,000 | |
| RETREET | ||||||||
| 5706 E MOCKINGBIRD LN STE 115 | DALLAS | TX | 75206 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| RIVERS AND BIRDS INC | ||||||||
| 548 HONDO SECO RD | ARROYO SECO | NM | 87514 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NOT RELATED | PC | EXEMPT PURPOSE | $200 | |
| SARAH LAWRENCE COLLEGE | ||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| SCHOOL YEAR ABROAD INC | ||||||||
| 120 WATER STREET SUITE 310 | NORTH ANDOVER | MA | 01845 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | |
| SHANTA FOUNDATION INC | ||||||||
| PO BOX 1603 | DURANGO | CO | 81302 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| SHELBURNE FARMS | ||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $27,200 | |
| SOCIETY FOR CLASSICAL STUDIES | ||||||||
| 20 COOPER SQUARE 2ND FLOOR | NEW YORK | NY | 10003 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| SOCIETY OF THE MUSE OF THE SOUL | ||||||||
| PO BOX 3225 | TAOS | NM | 87571 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| SOUTH WHIDBEY SCHOOL DISTRICT | ||||||||
| 5520 MAXWELTON ROAD | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| ST BERNARD'S SCHOOL INC | ||||||||
| 4 E 98TH ST | NEW YORK | NY | 10029 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | |
| STONELEIGH-BURNHAM SCHOOL | ||||||||
| 574 BERNARDSTON RD | GREENFIELD | MA | 01301 | NOT RELATED | PC | EXEMPT PURPOSE | $12,500 | |
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| TAOS LAND TRUST | ||||||||
| PO BOX 376 | TAOS | NM | 87571 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| THE FOOD PROJECT INC | ||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| THE LAND CONSERVANCY FOR SOUTHERN CHESTER COUNTY | ||||||||
| 541 CHANDLER MILL ROAD | AVONDALE | PA | 19311 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| THOMPSON ISLAND OUTWARD BOUND | ||||||||
| PO BOX 127 | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSE | $20,500 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | NOT RELATED | PC | EXEMPT PURPOSE | $70,000 | |
| TOWN HALL THEATER INC | ||||||||
| 68 S PLEASANT ST | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| TOWN OF RIPTON VOLUNTEER FIRE | ||||||||
| PO BOX 125 | RIPTON | VT | 05766 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 724 GRACE HALL CONTROLLERS OFFICE | NOTRE DAME | IN | 46556 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| UNIVESITY OF WASHINGTON | ||||||||
| UW BOX 353226 | SEATTLE | WA | 98195 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| UPPER SACO VALLEY LAND TRUST | ||||||||
| 111 MAIN ST | CONWAY | NH | 03818 | NOT RELATED | PC | EXEMPT PURPOSE | $20,200 | |
| VERMONT FAMILIES IN TRANSITION | ||||||||
| 39 COURT ST | MIDDLEBURY | VT | 05753 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| VILLAGE HEALTH WORKS | ||||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| VINFEN CORPORATION | ||||||||
| 950 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| VISIONARIES INC | ||||||||
| 748 PAGE ST | STOUGHTON | MA | 02072 | NOT RELATED | PC | EXEMPT PURPOSE | $8,000 | |
| WATER IS LIFE KENYA INC | ||||||||
| 314 E MAIN ST KELWAY PLAZA SUITE 2 | NEWARK | DE | 19711 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| WAYPOINT ADVENTURE | ||||||||
| 453 CONCORD AVE | LEXINGTON | MA | 02421 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| WGBH | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| WHIDBEY ISLAND NOURISHES | ||||||||
| PO BOX 1642 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $10,500 | |
| 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 | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,422,787 | 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 | $60,145 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,219,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,631,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,911,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,911,575 | 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 | CategoryTxt |
| Amt | $7,945 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,945 | 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 | $20,084,883 | EOYBookValueAmt |
| EOYFMV | $20,084,883 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CW FUNDS | FMV | $6,166,361 | $6,166,365 |
| ADAGE CAPITAL PARTNERS, LP | FMV | $5,515,091 | $5,515,091 |
| CAMCAP RESOURCES OFFSHORE FUND | FMV | $7 | $7 |
| COMMONFUND CAP PRI EQU PTR VII | FMV | $525,179 | $525,179 |
| KABOUTER INT'L OFFSHORE FD II | FMV | $836,410 | $836,410 |
| OVERLOOK PARTNERS FUND, L.P. | FMV | $2,348,463 | $2,348,463 |
| PARK STREET CAP NAT RES IV, LP | FMV | $112,778 | $112,778 |
| PARK STREET CAP NAT RES VI, LP | FMV | $699,093 | $699,093 |
| ACADIAN GLOBAL EQUITY | FMV | $1,574,258 | $1,574,260 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS FILING FEE | $250 | $0 | $250 |
| MEMBERSHIP DUES | $750 | $0 | $750 |
| OTHER EXPENSES | $3,016 | $0 | $3,016 |
| OVERLOOK PARTNERS FUND LP | $0 | $20,153 | $0 |
| CW VENTURE FUND III, LLC | $0 | $3,318 | $0 |
| CW VENTURE FUND IV, LLC | $0 | $5,696 | $0 |
| CW REAL ESTATE FUND I LP | $0 | $1,942 | $0 |
| CW REAL ESTATE FUND II LP | $0 | $3,387 | $0 |
| CW REAL ESTATE FUND III LP | $0 | $2,566 | $0 |
| CW PRIVATE EQUITY FUND 2007 | $0 | $44,653 | $0 |
| CW PRIVATE EQUITY FUND 2011 | $0 | $27,204 | $0 |
| CW REAL ASSETS FUND 2011 | $0 | $6,552 | $0 |
| COMMONFUND CAPITAL EQUITY | $0 | $12,685 | $0 |
| ADAGE CAPITAL | $0 | $107,606 | $0 |
| PARK STREET CAPITAL FUND VI | $0 | $21,943 | $0 |
| PARK STREET CAPITAL FUND IV | $0 | $3,647 | $0 |
| KABOUTER INTERNATIONAL INSIGHT FUND | $0 | $8,786 | $0 |
| CW PRIVATE MARKETS FUND 2018 | $0 | $12,826 | $0 |
| ACADIAN GLOBAL EQUITY FUND | $0 | $4,565 | $0 |
| K-1 CHARITIABLE CONTRIBUTIONS | $0 | $0 | $99 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAINS/(LOSSES) | Desc |
| Amt | $2,249,723 | 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 | $143,000 | $0 | $143,000 |
| INVESTMENT MANAGEMENT FEES CAB | $239,809 | $239,809 | $0 |
| GRANT MANAGEMENT | $16,299 | $0 | $16,299 |
| ADMIN FEES | $2,929 | $0 | $2,929 |
| FIDELITY SERVICE FEE | $0 | $382,810 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID-PASS-THRU | $0 | $30,275 | $0 |
| FOREIGN TAX W/H - FIDELITY | $0 | $6,374 | $0 |
| FEDERAL TAX EXPENSE | $88,000 | $0 | $0 |
| STATE INCOME TAX WITHHELD | $0 | $2,201 | $0 |
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