VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR: Form 990PF, tax year 2024
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- Organization
- VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR (EIN 04-6728351)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-31
- IRS object ID
- 202513049349100526
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- 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 | 2025-10-31T11:10:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 GMA FOUNDATIONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 6177502741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY SQUARE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI HEINLEIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6177502741 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROWE CPA | PreparerPersonNm |
| PTIN | P00535831 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,937,726 | 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 | $65,052 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71,919 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $318,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $912,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $474,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,578,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,112,856 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,938 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,608,032 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $863,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,705,481 | 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 |
| Legal Fees Rev And Expnss | $840 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $840 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $662,525 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $306,083 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $356,442 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,649 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,649 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $646,884 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $753,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $975,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $397,147 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,063,223 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,063,223 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,816,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $975,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,460,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,953,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,730,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $196,616 | CashBOYAmt |
| Cash EOY | $133,592 | CashEOYAmt |
| Cash EOYFMV | $133,592 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $799,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $660,142 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $660,142 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,708,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,793,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,793,553 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $30,437,880 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,350,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,350,439 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,142,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,937,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,937,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $43,142,424 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,937,726 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,142,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,937,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,142,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,937,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,142,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,953,005 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,748,307 | OtherIncreasesAmt |
| Subtotal | $44,937,726 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,937,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS (QBSB EXCLUSION) | P | $1,039 | -$1,039 | -$1,039 | |
| CW VENTURE FUND IV (QBSB EXCLUSION) | P | $8,787 | -$8,787 | -$8,787 | |
| CW PRIVATE EQUITY FUND 2007 (QBSB EXCLUSION) | P | $6,077 | -$6,077 | -$6,077 | |
| FIDELITY ACCOUNT 7062 ST INVESTMENTS | P | $14,103 | $461 | $461 | $14,564 |
| FIDELITY ACCOUNT 7062 LT INVESTMENTS | P | $466,466 | -$1,541 | -$1,541 | $464,925 |
| FIDELTIY ACCOUTN 2839 ST INVESTMENTS | P | $2,389,000 | $186,450 | $186,450 | $2,575,450 |
| FIDELTIY ACCOUTN 2839 LT INVESTMENTS | P | $1,563,962 | $135,279 | $135,279 | $1,699,241 |
| PASSTHRU - ST GAINS/LOSSES | P | $236,431 | $236,431 | $236,431 | |
| PASSTHRU - LT GAINS/LOSSES | P | $424,003 | $424,003 | $424,003 | |
| PASSTHRU - SEC. 1256 CONTRACTS AND STRADDLES | P | $4,979 | -$4,979 | -$4,979 | |
| PASSTHRU - QBSB GAIN | P | $9,454 | $9,454 | $9,454 | |
| CW HEDGE FUND FEEDER I | P | $6,044 | -$6,044 | -$6,044 | |
| CW HEDGE FUND FEEDER II | P | $4,917 | -$4,917 | -$4,917 | |
| CAPITAL GAINS DIVIDENDS | P | $154,162 | $154,162 | $154,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,112,856 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,849 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,849 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,472 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $97,472 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $45,623 | OverpaymentAmt |
| Applied To ES Tax | $45,623 | 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 | HTTPS://APPLY.VWCFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMA FOUNDATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173913073 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY SQUARE SUITE 500 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT MAXIMILIAN CABOT ALLETZHAUSE | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANIEL DOMONEY | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAYA CABOT | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TAMSIN MYERS | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GULREZ ARSHAD | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AIDAN FITZGERALD ENDED 52024 | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FIONA SCANLON-BLACK | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDER BLACK | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PERE SELLES | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER CABOT | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER MYERS | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | CHAIRPERSON OF THE BOARD | 1.00 | $0 | $0 | $0 |
| JOAN WHELTON | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SOPHIE DICKSON AS OF 62024 | ||||||||
| TWO LIBERTY SQUARE SUITE 500 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GMA FOUNDATIONS INC | |||||
| 2 LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | GRANTMAKING, GOVERNNANCE & ADMIN | $338,115 |
| CABOT-WELLINGTON LLC | |||||
| 22 BATTERYMARCH ST | BOSTON | MA | 02109 | INV. MGMT & ADMIN SERVICES | $302,333 |
| 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 | $13,866,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,251,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,859,790 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,977,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,977,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $704,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,273,032 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,313,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,313,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,849 | TotalTaxAmt |
| Distributable Before Adj | $2,261,803 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,261,803 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,261,803 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,460,370 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,460,370 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,261,803 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $560,356 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,460,370 | QualifyingDistributionsAmt |
| Applied To Year1 | $560,356 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,900,014 | 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 | $361,789 | 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 | HEIDI HEINLEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQ STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173913073 | RecipientPhoneNum |
| Recipient Email Address | HHEINLEIN@GMAFOUNDATIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | REFER TO WEBSITE HTTPS://APPLY.VWCFOUNDATION.ORG/ | 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 (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A CHILDS NOTEBOOK | ||||||||
| 3518 FREMONT AVE N 377 | SEATTLE | WA | 981038814 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| ANERA | ||||||||
| 1111 14TH ST | NORTHWEST WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $17,000 | |
| AYUDA | ||||||||
| 1990 K STREET | NORTHWEST WASHINGTON | DC | 20006 | NOT RELATED | PC | EXEMPT PURPOSE | $15,523 | |
| BLACK THUMB FARM | ||||||||
| 18820 TULSA ST | NORTHRIDGE | CA | 91326 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| BORDERLANDS RESTORATION NETWORK | ||||||||
| PO BOX 121 | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BOSTON LYRIC OPERA | ||||||||
| 15 CHANNEL CENTER ST 106 | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $17,000 | |
| BROOKWOOD SCHOOL | ||||||||
| ONE BROOKWOOD ROAD | MANCHESTER | MA | 01944 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| CALIFORNIANS AGAINST WASTE FOUNDATION | ||||||||
| 921 11TH STREET SUITE 502 | SACRAMENTO | CA | 95845 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| CAMP ONDESSONK | ||||||||
| 3760 ONDESSONK ROAD | OZARK | IL | 62972 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| CAPE COD ACADEMY | ||||||||
| 50 OSTERVILLE - W BARNSTABLE ROAD | BARNSTABLE | MA | 02655 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CAPE COD LIGHTHOUSE CHARTER SCHOOL | ||||||||
| 195 ROUTE 137 | HARWICH | MA | 02645 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CATIE'S CLOSET | ||||||||
| 28 LOON HILL RD | DRACUT | MA | 01826 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | |
| CENTER FOR NORTHERN WOODLANDS EDUCATION | ||||||||
| PO BOX 270 | LYME | NH | 03768 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| CHAPEL HILL-CHAUNCY HALL SCHOOL | ||||||||
| 785 BEAVER ST | WALTHAM | MA | 02452 | NOT RELATED | PC | EXEMPT PURPOSE | $21,000 | |
| CHARLOTTESVILLE BALLET | ||||||||
| 1885 SEMINOLE TRAIL SUITE 203 | CHARLOTTESVILLE | VA | 22901 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| CHEWONKI FOUNDATION INC | ||||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04578 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| CHORUS NORTH SHORE | ||||||||
| PO BOX 281 | ROCKPORT | MA | 01966 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| COLBY-SAWYER COLLEGE | ||||||||
| 541 MAIN ST | NEW LONDON | NH | 03257 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| COLLATERAL REPAIR PROJECT | ||||||||
| PO BOX 23146 | BROOKLYN | NY | 11202 | NOT RELATED | PC | EXEMPT PURPOSE | $28,085 | |
| DHARAMSALA ANIMAL RESCUE | ||||||||
| 1624 NORTH COAST HWY 101 5 | ENCINITAS | CA | 92024 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| ELEVATED ACCESS INC | ||||||||
| 1717 WEST KIRBY AVENUE 201 | CHAMPAIGN | IL | 61821 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| FAIR FOOD STANDARDS COUNCIL INC | ||||||||
| 330 S PINEAPPLE AVE STE 201 | SARASOTA | FL | 34236 | NOT RELATED | PC | EXEMPT PURPOSE | $13,600 | |
| FAMILY NURTURING CENTER OF MASSACHUSETTS | ||||||||
| MASSACHUSETTS 200 BOWDOIN ST | BOSTON | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||||
| 777 GLADES ROAD ADM 247 | BOCA RATON | FL | 334316424 | NOT RELATED | PC | EXEMPT PURPOSE | $22,400 | |
| FRIENDS OF THE CONWAY PUBLIC LIBRARY | ||||||||
| 15 GREENWOOD AVE | CONWAY | NH | 03818 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| GOOSEFOOT COMMUNITY FUND | ||||||||
| PO BOX 114 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $22,000 | |
| GREENWICH ACADEMY INC | ||||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $55,564 | |
| HANLEY CENTER FOUNDATION | ||||||||
| 933 45TH STREET | WEST PALM BEACH | FL | 33407 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| HAWTHORNE VALLEY ASSOCIATION | ||||||||
| 327 COUNTY ROUTE 21C | GHENT | NY | 12075 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| HEALING ABUSE WORKING FOR CHANGE | ||||||||
| 27 CONGRESS ST SUITE 204 | SALEM | MA | 01970 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HEALTHY PENINSULA | ||||||||
| 26 HINCKLEY RIDGE RD | BLUE HILL | ME | 04614 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| HESPERIAN HEALTH GUIDES | ||||||||
| 2860 TELEGRAPH AVE | OAKLAND | CA | 94609 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| HHT FOUNDATION INTERNATIONAL | ||||||||
| DBA CURE HHT PO BOX 329 | MONKTON | MD | 21111 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| HOME SWEET HOME | ||||||||
| 10 SUNNEN DRIVE | MAPLEWOOD | MO | 63143 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| HUDSON VALLEY HONOR FLIGHT | ||||||||
| PO BOX 375 | WALDEN | NY | 12586 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| HURRICANE ISLAND FOUNDATION | ||||||||
| PO BOX 1280 | ROCKLAND | ME | 04841 | NOT RELATED | PC | EXEMPT PURPOSE | $65,900 | |
| HURRICANE ISLAND OUTWARD BOUND SCHOOL | ||||||||
| PO BOX 800 | CAMDEN | ME | 04843 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | |
| INTERNATIONAL CENTER FOR JOURNALISTS | ||||||||
| 750 17TH STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| INTERNATIONAL SCHOOL OF CHARLOTTESVILLE | ||||||||
| 1011 LINDEN AVE | CHARLOTTESVILLE | VA | 22902 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| INTERVALE CENTER | ||||||||
| 180 INTERVALE ROAD | BURLINGTON | VT | 05401 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| ISLAND INSTITUTE | ||||||||
| 386 MAIN STREET | ROCKLAND | ME | 04841 | NOT RELATED | PC | EXEMPT PURPOSE | $17,000 | |
| ISLAND ROOTS HOUSING | ||||||||
| PO BOX 114 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| JOBS FOR THE FUTURE INC | ||||||||
| 50 MILK STREET 17TH FLOOR | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| LA COMPOST | ||||||||
| 221 W AVE 45 | LOS ANGELES | CA | 90065 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| LUDWIG VON MISES INSTITUTE | ||||||||
| 518 W MAGNOLIA AVE | AUBURN | AL | 36832 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| 1 BOWDOIN MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| MANY HOPES | ||||||||
| 255 WEST 93RD ST 1N | NEW YORK | NY | 10025 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE | ||||||||
| 19 NEEDHAM STREET | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| MIDWEST INNOCENCE PROJECT | ||||||||
| 300 EAST 39TH ST | KANSAS CITY | MO | 64111 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| MOTHERS AGAINST DRUNK DRIVING | ||||||||
| 511 E JOHN CARPENTER FWY SUITE 200 | IRVING | TX | 75062 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| MOVIES MAKING A DIFFERENCE PRODUCTIONS | ||||||||
| 919 35TH STREET | WEST PALM BEACH | FL | 33407 | NOT RELATED | PC | EXEMPT PURPOSE | $6,000 | |
| MULTIFAITH ALLIANCE | ||||||||
| 6 EAST 43RD STREET FL 22 | NEW YORK | NY | 10017 | NOT RELATED | PC | EXEMPT PURPOSE | $45,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| NATIVE AMERICAN RIGHTS FUND | ||||||||
| 250 ARAPAHOE AVE | BOULDER | CO | 80302 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| NEW HAVEN PRESERVATION TRUST | ||||||||
| 922 STATE ST | NEW HAVEN | CT | 06511 | NOT RELATED | PC | EXEMPT PURPOSE | $600 | |
| NEW MEXICO WILDERNESS ALLIANCE | ||||||||
| 6000 UPTOWN BOULEVARD NORTHEAST STE | ALBUQUERQUE | NM | 87110 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | 350 |
| OMEGA INSTITUTE FOR HOLISTIC STUDIES | ||||||||
| 150 LAKE DRIVE | RHINEBECK | NY | 12572 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| PO BOX 14822 | PORTLAND | OR | 97293 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| OXBOW SCHOOL | ||||||||
| 530 THIRD STREET | NAPA | CA | 94559 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| PARTNERS FOR JUSTICE | ||||||||
| 244 5TH AVENUE SUITE R277 | NEW YORK | NY | 10001 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| PATAGONIA AREA RESOURCE ALLIANCE | ||||||||
| PO BOX 1044 | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $16,000 | |
| PATAGONIA CREATIVE ARTS ASSOCIATION | ||||||||
| PO BOX 1248 | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| PATAGONIA REGIONAL TIMES | ||||||||
| PO BOX 1073 | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| PATAGONIA YOUTH ENRICHMENT CENTER | ||||||||
| PO BOX 843 | PATAGONIA | AZ | 85624 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| PINGREE SCHOOL | ||||||||
| 537 HIGHLAND ST | SOUTH HAMILTON | MA | 01982 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| PIPERS ANGELS FOUNDATION | ||||||||
| 11438 US HIGHWAY 1 | PALM BEACH GARDENS | FL | 33408 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| PRISON BOOK PROGRAM | ||||||||
| 1306 HANCOCK STREET SUITE 100 | QUINCY | MA | 02169 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | |
| PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY | ||||||||
| 962 WAYNE AVE SUITE 610 | SILVER SPRING | MD | 20910 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | |
| PUGET SOUNDKEEPER ALLIANCE | ||||||||
| 130 NICKERSON ST SUITE 107 | SEATTLE | WA | 981091658 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| RAAM RAJ FOUNDATION | ||||||||
| 1900 CAPITAL BOULEVARD | FAIRFIELD | IN | 52556 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| REACH PREP | ||||||||
| 484 PACIFIC ST | STAMFORD | CT | 06902 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| RESEARCH FOUNDATION OF CUNY | ||||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 100367207 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| RESOURCE | ||||||||
| 329 HARVEST LANE SUITE 200 | WILLISTON | VT | 05495 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| REVELS INC | ||||||||
| 80 MT AUBURN ST | WATERTOWN | MA | 02472 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| ROKEBY MUSEUM | ||||||||
| 4334 ROUTE 7 | FERRISBURGH | VT | 05456 | NOT RELATED | PC | EXEMPT PURPOSE | $1,800 | |
| ROSE HAVEN CIC | ||||||||
| PO BOX 10405 | PORTLAND | OR | 97296 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| SAFETY TEAM INC | ||||||||
| PO BOX 4015 | BURLINGTON | VT | 054064015 | NOT RELATED | PC | EXEMPT PURPOSE | $59,000 | |
| SARAH LAWRENCE COLLEGE | ||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SAVE THE SOUND | ||||||||
| 127 CHURCH ST 2ND FLOOR | NEW HAVEN | CT | 06510 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| SELLWOOD COMMUNITY HOUSE | ||||||||
| 1436 SE SPOKANE ST | PORTLAND | OR | 97202 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| SHELBURNE FARMS | ||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | NOT RELATED | PC | EXEMPT PURPOSE | $10,800 | |
| SOCIETY FOR CLASSICAL STUDIES | ||||||||
| 20 COOPER SQUARE FL 2 | NEW YORK | NY | 10003 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| SOCIETY OF THE MUSE OF THE SOUTHWEST | ||||||||
| PO BOX 3225 | TAOS | NM | 87571 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| SPECTRUM YOUTH AND FAMILY SERVICES | ||||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| ST BERNARDS SCHOOL | ||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | NOT RELATED | PC | EXEMPT PURPOSE | $600 | |
| THE FRIENDSHIP BRIDGE | ||||||||
| 405 URBAN STREET SUITE 140 | LAKEWOOD | CO | 80228 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NOT RELATED | PC | EXEMPT PURPOSE | $55,000 | |
| THOMPSON ISLAND OUTWARD BOUND | ||||||||
| PO BOX 127 | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 889389 | LOS ANGELES | CA | 900889389 | NOT RELATED | PC | EXEMPT PURPOSE | $133,151 | |
| TREEPEOPLE | ||||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | NOT RELATED | PC | EXEMPT PURPOSE | $24,000 | |
| TUBA CITY HUMANE SOCIETY | ||||||||
| 11095 RODEO ROAD | FLAGSTAFF | AZ | 86004 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| US MEXICO FOUNDATION | ||||||||
| 1250 H STREET NORTHWEST SUITE 300 | WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | |
| VINFEN CORPORATION | ||||||||
| GATEWAY ARTS 60-62 HARVARD ST | BROOKLINE | MA | 02445 | NOT RELATED | PC | EXEMPT PURPOSE | $70,000 | |
| WAYPOINT ADVENTURE | ||||||||
| 453 CONCORD AVE | LEXINGTON | MA | 02421 | NOT RELATED | PC | EXEMPT PURPOSE | $27,000 | |
| WEST PALM BEACH LIBRARY FOUNDATION | ||||||||
| 411 CLEMATIS ST 3RD FLOOR | WEST PALM BEACH | FL | 33401 | NOT RELATED | PC | EXEMPT PURPOSE | $400 | |
| WGBH EDUCATIONAL INSTITUTE | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| WHIDBEY ENVIRONMENTAL ACTION NETWORK | ||||||||
| PO BOX 293 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| WHIDBEY HOMELESS COALITION | ||||||||
| PO BOX 453 | LANGLEY | WA | 98260 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| WHOLE CHILD MONTESSORI CENTER | ||||||||
| 5909 SOUTHEAST 40TH AVENUE | PORTLAND | OR | 97245 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| WILD CARE INC | ||||||||
| 10 SMITH LANE | EASTHAM | MA | 02642 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WOODLAWN SCHOOL | ||||||||
| 135 WOODLAWN SCHOOL LOOP | MOORESVILLE | NC | 28115 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| SHELBURNE FIREFIGHTERS ASSOCIATION | ||||||||
| PO BOX 911 | SHELBURNE | VT | 054820911 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,063,223 | 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 | $65,052 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $318,621 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $474,811 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $4,938 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $858,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,938 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $863,422 | 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 | STATE 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 | $18,980 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,980 | 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 | $11,793,553 | EOYBookValueAmt |
| EOYFMV | $11,793,553 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CW FUNDS | FMV | $17,515,115 | $17,515,115 |
| ADAGE CAPITAL PARTNERS, LP | FMV | $9,840,394 | $9,840,394 |
| COMMONFUND CAP PRI EQU PTR VII | FMV | $145,859 | $145,859 |
| OVERLOOK PARTNERS FUND, L.P. | FMV | $2,313,731 | $2,313,731 |
| PARK STREET CAP NAT RES IV, LP | FMV | $3,514 | $3,514 |
| PARK STREET CAP NAT RES VI, LP | FMV | $872,537 | $872,537 |
| ACADIAN GLOBAL EQUITY | FMV | $1,168,641 | $1,168,641 |
| ETPS | FMV | $490,648 | $490,648 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMPANY COUNSEL LLC | CategoryTxt |
| Legal Fees | $840 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $840 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $3,880 | $0 | $3,880 |
| K-1 CHARITABLE CONTRIBUTIONS | $0 | $0 | $26 |
| MEALS AND ENTERTAINMENT | $1,266 | $0 | $1,266 |
| PASS-THRU PORTFOLIO DEDUCTIONS | $0 | $631,235 | $0 |
| K-1 COST DEPLETION | $0 | $15,649 | $0 |
| INSURANCE EXPENSE | $4,309 | $0 | $4,309 |
| MISCELLANEOUS EXPENSES | $1,512 | $0 | $1,512 |
| ADMIN FEE - TIDES FOUNDATION | $4,183 | $0 | $4,183 |
| BANK FEES | $60 | $0 | $60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH ORDINARY GAIN | $2,465,075 | ||
| PASSTHROUGH ROYALTY INCOME | $91,420 | ||
| PASSTHROUGH OTHER INCOME | $51,537 | ||
| STATE TAX REFUND | $4,938 | $4,938 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET CHANGE IN UNREALIZED GAINS/(LOSSES) | $2,808,445 |
| RETURN OF CAPITAL - PARTNERSHIPS | $939,862 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE ADMINISTRATION CABOT-WELLINGTON | $41,500 | $0 | $41,500 |
| INVESTMENT MANAGEMENT FEES CAB | $302,333 | $302,333 | $0 |
| GRANT MANAGEMENT | $296,615 | $0 | $296,615 |
| WEBSITE DEVELOPMENT & MAINTENANCE | $627 | $0 | $627 |
| INFLUENCE LLC | $17,700 | $0 | $17,700 |
| BRECKINRIDGE CAPITAL ADVISORS | $3,750 | $3,750 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $50,000 | $0 | $0 |
| FOREIGN TAX - FIDELITY | $0 | $3,408 | $0 |
| FOREIGN TAX - PASS-THRU | $0 | $12,689 | $0 |
| STATE INCOME TAX WITHHELD | $0 | $6,270 | $0 |
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