CABOT FAMILY CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CABOT FAMILY CHARITABLE TR (EIN 04-6036446)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-31
- IRS object ID
- 202433059349101128
- Schema version
- 2023v5.1
- 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
- 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 | 2024-10-31T12:35:04-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046036446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CABOT FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CABO | BusinessNameControlTxt |
| Phone | 6174511744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 BATTERYMARCH ST FLOOR 2 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH LYNCH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6174511744 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2024-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,539,263 | 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 | $223,717 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $189,769 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,057,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,070,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,343,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $268,376 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77,014 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,769 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,465,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,530,650 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,324 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $49,324 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,361 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,758 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,758 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $482,757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $195,582 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $288,425 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,910 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,910 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,299 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,010 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,732 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,732 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $808 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $808 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,423 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,808 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,429 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $587,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $258,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $386,547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,000,215 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,000,215 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,587,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $258,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,386,762 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,122,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,272,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,675 | CashBOYAmt |
| Cash EOY | $183,409 | CashEOYAmt |
| Cash EOYFMV | $183,409 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,461,299 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,202,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,202,974 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $42,424,110 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,624,197 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,624,197 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,643,199 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,528,683 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,528,683 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,618,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,539,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,539,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,618,283 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $52,539,263 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,618,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,539,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,618,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,539,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,618,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,122,603 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,043,583 | OtherIncreasesAmt |
| Subtotal | $52,539,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,539,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDUCIARY TRUST 1099 #9309 | P | $8,150,141 | $8,057,166 | $92,975 | $92,975 |
| PARTNERSHIP ST GAINS | P | $1,241 | -$1,241 | -$1,241 | |
| PARTNERSHIP LT GAINS | P | $179,761 | $179,761 | $179,761 | |
| PARTNERSHIP 1231 LOSS | P | $16,729 | -$16,729 | -$16,729 | |
| PARTNERSHIP QSBS EXCLUSION | P | $317 | -$317 | -$317 | |
| CAPITAL GAINS DIVIDENDS | P | $13,927 | $13,927 | $13,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $268,376 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,577 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,577 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,895 | OverpaymentAmt |
| Applied To ES Tax | $23,895 | 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 | WWW.CABOTFAMILYTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | CABOT-WELLINGTON LLC | IndividualWithBooksNm |
| Phone | 6174511744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 BATTERYMARCH ST FLOOR 2 | 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 | Yes (1) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| LAURA CABOT CARRIGAN | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HENDRIKA T SLUDER | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY SCHNEIDER ENRIQUEZ | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FRANCIS M BRADLEY | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR GREENFIELD SLUDER | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHOMA ADITYA | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH LYNCH | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 24.00 | $49,324 | $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 |
|---|---|---|---|---|---|
| CABOT-WELLINGTON LLC | |||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | ADMINSTRATION SVCS | $286,625 |
| FIDUCIARY TRUST COMPANY | |||||
| PO BOX 55806 | BOSTON | MA | 022055806 | INVESTMENT ADVISORS | $182,718 |
| 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 | $45,426,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,486,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,626,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,539,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,539,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $743,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,796,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,439,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,439,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,682 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,986 | IncomeTaxAmt |
| Total Tax | $19,668 | TotalTaxAmt |
| Distributable Before Adj | $2,420,147 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,420,147 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,420,147 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,386,762 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,386,762 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,420,147 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $249,223 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,386,762 | QualifyingDistributionsAmt |
| Applied To Year1 | $249,223 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,137,539 | 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 | $282,608 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH LYNCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 BATTERYMARCH ST FLOOR 2 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174511744 | RecipientPhoneNum |
| Form And Info And Materials | AN ON-LINE APPLICATION IS AVAILABLE AT WWWW.CABOTFAMILYTRUST.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 1ST & SEPTEMBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE REFER TO GRANT PROGRAM POLICY AND REVIEW CRITERIA ATTACHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC | ||||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| AERO CLUB OF NEW ENGLAND | ||||||||
| 200 HANSCOM DRIVE BOX 27 | BEDFORD | MA | 01730 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| BAKER CENTER FOR CHILDREN AND FAMILIES | ||||||||
| 53 PARKER HILL AVENUE | BOSTON | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| BOSTON BUILDING MATERIALS CO-OP CHARITABLE & EDUCATIONAL FUND DBA BBR REUSE | ||||||||
| 100 TERRACE STREET | ROXBURY | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| BOSTON CENTER FOR THE ARTS | ||||||||
| 539 TREMONT STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| BOSTON FESTIVAL ORCHESTRA | ||||||||
| 95 HARLOW STREET APT 2 | ARLINGTON | MA | 02474 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| BOSTON LYRIC OPERA | ||||||||
| MIDWAY ARTIST STUDIOS 15 CHANNEL | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | CENTER ST STE 106 |
| BOSTON OUTDOOR PRESCHOOL NETWORK | ||||||||
| 11 DELFORD STREET | BOSTON | MA | 02131 | NOT RELATED | PC | EXEMPT PURPOSE | $24,000 | |
| BOSTON'S HIGHER GROUND | ||||||||
| 384 WARREN STREET 3RD FL | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| BREAKTIME CAF DBA BREAKTIME UNITED | ||||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| BROOKE CHARTER SCHOOLS | ||||||||
| 190 CUMMINS HIGHWAY | BOSTON | MA | 02131 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| CASA MYRNA | ||||||||
| 451 BLUE HILL AVENUE | BOSTON | MA | 02121 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| CIRCLE OF HOPE INC | ||||||||
| PO BOX 920724 1329 HIGHLAND AVE | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| COMMUNITY ROWING INC | ||||||||
| HARRY PARKER BOATHOUSE 20 NONANTUM | BRIGHTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | ROAD |
| COURAGEOUS SAILING | ||||||||
| 197 8TH STREET | CHARLESTOWN | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| EAST BOSTON SOCIAL CENTERS | ||||||||
| 68 CENTRAL SQUARE | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| ELIOT SCHOOL OF FINE AND APPLIED ARTS | ||||||||
| 24 ELIOT STREET | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| ELIZABETH STONE HOUSE | ||||||||
| PO BOX 300039 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| FATHER BILL'S & MAINSPRING | ||||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| FILMMAKERS COLLABORATIVE INC | ||||||||
| 6 EASTMAN PLACE 202 | MELROSE | MA | 02176 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| FOUND IN TRANSLATION | ||||||||
| 1532B DORCHESTER AVE | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| FRIDAY NIGHT SUPPER PROGRAM | ||||||||
| 351 BOYLSTON STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| FRIENDS OF CRITE PARK CORPORATION | ||||||||
| PO BOX 170657 | BOSTON | MA | 02117 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| FRIENDS OF THE CHILDREN - BOSTON | ||||||||
| 184 DUDLEY STREET SUITE 100 | ROXBURY | MA | 021192556 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| GLOUCESTER MARINE GENOMICS INSTITUTE | ||||||||
| 417 MAIN STREET | GLOUCESTER | MA | 01930 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| JUST A START | ||||||||
| 1035 CAMBRIDGE STREET SUITE 12 | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| LEAP SELF DEFENSE DBA GIRLS' LEAP | ||||||||
| PO BOX 220663 | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $8,500 | |
| LEVEL GROUND MIXED MARTIAL ARTS | ||||||||
| PO BOX 220676 | BOSTON | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| MABEL CENTER FOR IMMIGRANT JUSTICE | ||||||||
| 200 PORTLAND STREET 5TH FLOOR | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| MASS MENTORING PARTNERSHIP | ||||||||
| 75 KNEELAND STREET 11TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC | ||||||||
| 19 NEEDHAM STREET 206 | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| MASSINC | ||||||||
| 11 BEACON STREET SUITE 500 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| MISSIONSAFE A NEW BEGINNING | ||||||||
| PO BOX 201060 | ROXBURY | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| NEIGHBORHOOD OF AFFORDABLE HOUSING INC | ||||||||
| 143 BORDER STREET | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| NOBLE AND GREENOUGH SCHOOL FBO ACHIEVE | ||||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | NOT RELATED | PC | EXEMPT PURPOSE | $16,000 | |
| ONE CAN HELP | ||||||||
| PO BOX 55 | NEWTON | MA | 02468 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| PRISON BOOK PROGRAM INC | ||||||||
| 1306 HANCOCK STREET | QUINCY | MA | 02169 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| READ TO A CHILD | ||||||||
| 20 WILLIAM STREET G25 | WELLESLEY | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| REVOLUTIONARY SPACES INC | ||||||||
| 310 WASHINGTON STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| SITTERS FOR SCHOLARS (AKA SITTERS WITHOUT BORDERS) | ||||||||
| 769 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| SMART FROM THE START INC | ||||||||
| 68 ANNUNCIATION ROAD | BOSTON | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| SOMERVILLE HISTORICAL SOCIETY FBO SOMERVILLE MUSEUM | ||||||||
| 1 WESTWOOD ROAD | SOMERVILLE | MA | 02143 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| SPEAK FOR THE TREES | ||||||||
| 1452 DORCHESTER AVE 4TH FLOOR | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| THINKGIVE | ||||||||
| PO BOX 92 | CONCORD | MA | 01742 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| WALKER INC | ||||||||
| 1968 CENTRAL STREET | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| YMCA OF GREATER BOSTON | ||||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| YOUTH ADVOCACY FOUNDATION | ||||||||
| 75 FEDERAL STREET 6TH FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| ADOLESCENT CONSULTATION SERVICES | ||||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| APPRENTICE LEARNING | ||||||||
| PO BOX 3000-68 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| BOSTON ATHENAEUM | ||||||||
| 10 1/2 BEACON STREET | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | |
| BOSTON CASA | ||||||||
| 85 MERRIMAC STREET SUITE 401 | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 20 OLD COLONY AVENUE 2ND FLOOR | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| BRIGHTER BOSTON | ||||||||
| 115 ELIOT STREET | CHESTNUT HILL | MA | 02467 | NOT RELATED | PC | EXEMPT PURPOSE | $45,000 | |
| CATIE'S CLOSET INC | ||||||||
| 28 LOON HILL ROAD | DRACUT | MA | 01826 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | ||||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CHILDREN'S LAW CENTER OF MASSACHUSETTS | ||||||||
| PO BOX 710 2 STATE STREET | LYNN | MA | 01903 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| COMMUNITY ART CENTER INC | ||||||||
| 119 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| DE NOVO (FORMERLY CLSACC) | ||||||||
| 47 THORNDIKE STREET SUITE SB-LL-1 | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| DISCOVERING JUSTICE | ||||||||
| 1 COURTHOUSE WAY SUITE 3120 | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| DOC WAYNE YOUTH SERVICES | ||||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| ELIZABETH PEABODY HOUSE | ||||||||
| 275-277 BROADWAY | SOMERVILLE | MA | 02145 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| FREEDOM HOUSE INC | ||||||||
| 5 CRAWFORD STREET | DORCHESTER | MA | 02121 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| FRESHMAN FIFTEEN DBA FRESHMAN FRESH START | ||||||||
| PO BOX 81126 | WELLESLEY HILLS | MA | 02481 | NOT RELATED | PC | EXEMPT PURPOSE | $6,715 | |
| GAINING GROUND | ||||||||
| 341 VIRGINIA ROAD | CONCORD | MA | 017420374 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| JEREMIAH PROGRAM BOSTON | ||||||||
| 1 APPLETON STREET SUITE 201 | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| KIDS IN NEED OF DEFENSE (KIND) | ||||||||
| 11 BEACON STREET SUITE 820 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| LOVIN' SPOONFULS INC | ||||||||
| 189 WELLS AVE SUITE 100 | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| NEXTGEN TALENT | ||||||||
| 4 BUTLER STREET | DORCHESTER | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| OCEAN ALLIANCE | ||||||||
| 32 HORTON STREET | GLOUCESTER | MA | 01930 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| PAIR PROJECT | ||||||||
| 98 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | 106 |
| PRIMARY SOURCE INC | ||||||||
| 63 PLEASANT STREET STE 220 | WATERTOWN | MA | 02472 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| SAMARITANS INC | ||||||||
| 41 WEST STREET 4TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| SCIENCE FROM SCIENTISTS | ||||||||
| 1 DEANGELO DRIVE STE C | BEDFORD | MA | 01730 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| SILVER LINING MENTORING | ||||||||
| PO BOX 541497 | WALTHAM | MA | 02454 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| SISTERS UNCHAINED INC | ||||||||
| PO BOX 300902 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| STRONG WOMEN STRONG GIRLS INC | ||||||||
| 89 SOUTH STREET LL02 | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| THE LOOP LAB INC | ||||||||
| 99 BISHOP ALLEN DRIVE UNIT 25 | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| WEST END HOUSE | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| YOUNG MAN WITH A PLAN INC | ||||||||
| 1178 RIVER STREET | HYDE PARK | MA | 02136 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,000,215 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JUST A START | |||||||
| 1035 CAMBRIDGE STREET SUITE 12 | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT ORGANIZATION | $50,000 |
| DISCOVERING JUSTICE | |||||||
| 1 COURTHOUSE WAY STE 3120 | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| SAMARITANS INC | |||||||
| 41 WEST STREET 4TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $145,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,717 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,057,762 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,902 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP RETURN OF CAPITAL | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,465,395 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,465,395 | 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 | PARTNERSHIP RETURN OF CAPITAL | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $47,624,197 | EOYBookValueAmt |
| EOYFMV | $47,624,197 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,528,683 | BookValueAmt |
| EOYFMV | $2,528,683 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,758 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,758 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS INSURANCE | $3,007 | $0 | $3,007 |
| COMPUTER & IT SUPPORT | $968 | $0 | $968 |
| DUES AND SUBSCRIPTIONS | $191 | $0 | $191 |
| K-1 CHARITABLE CONTRIBUTIONS | $0 | $0 | $6 |
| MASS FILING FEE | $500 | $0 | $500 |
| MEMBERSHIP DUES | $12,000 | $0 | $12,000 |
| OFFICE SUPPLIES | $2,306 | $0 | $2,306 |
| OTHER EXPENSES | $255 | $0 | $255 |
| PARTNERSHIPS ADMIN EXPENSE | $0 | $2,793 | $0 |
| PARTNERSHIPS DEDUCTIONS | $0 | $33,015 | $0 |
| POSTAGE/SHIPPING | $196 | $0 | $196 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | DescDesc |
|---|---|---|---|
| $0 | $1,769 | $0 | |
| $77,014 | $77,014 | PARTNERSHIP RETURN OF CAPITAL |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $5,043,583 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - FIDUCIARY TR | $182,718 | $182,439 | $0 |
| CABOT WELLINGTON LLC | $286,625 | $0 | $286,625 |
| FIDUCIARY TAX LETTER FEE | $490 | $0 | $490 |
| PAYROLL & 401K ADMIN FEES | $1,310 | $0 | $1,310 |
| ADR FEES | $0 | $1,529 | $0 |
| INVESTMENT FEES - BRECKINRIDGE | $11,614 | $11,614 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID FIDUCIARY | $0 | $20,230 | $0 |
| PAYROLL TAX | $4,010 | $0 | $4,010 |
| K-1 STATE TAX WITHHOLDINGS | $0 | $69 | $0 |