CABOT FAMILY CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CABOT FAMILY CHARITABLE TR (EIN 04-6036446)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-11
- IRS object ID
- 202342849349101319
- Schema version
- 2022v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-11T15:03:03-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | LYNCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000008874 | SSN |
| 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 | 2023-10-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,618,283 | 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 | $62,051 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82,690 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $859,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $921,584 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$544,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,170,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $93,367 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,346 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $470,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,000,928 | 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 |
| Accounting Fees Rev And Expnss | $16,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $519,058 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $196,976 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $322,082 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80,752 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,075 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,887 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,887 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,701 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,701 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,733 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,720 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $640,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $352,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,601,233 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,601,233 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,241,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,953,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,771,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $733,144 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,345 | CashBOYAmt |
| Cash EOY | $89,675 | CashEOYAmt |
| Cash EOYFMV | $89,675 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,874,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,461,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,461,299 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $54,795,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,424,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,424,110 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,444,723 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,643,199 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,643,199 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $59,218,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,618,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,618,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,218,896 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $48,618,283 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,218,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,618,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,218,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,618,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,218,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,771,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,447,867 | SubtotalAmt |
| Other Decreases | $7,829,584 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,618,283 | 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 | $24,066,402 | $24,644,348 | -$577,946 | -$577,946 |
| PARTNERSHIPS ST GAINS | P | $469 | $469 | $469 | |
| PARTNERSHIPS LT GAINS | P | $70,230 | $70,230 | $70,230 | |
| PARTNERSHIPS 1231 GAINS | P | $11 | $11 | $11 | |
| PARTNERSHIPS QSBS EXCLUSION | P | $4,204 | -$4,204 | -$4,204 | |
| CAPITAL GAINS DIVIDENDS | P | $33,848 | $33,848 | $33,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$477,592 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,768 | 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 | $51,768 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,577 | OverpaymentAmt |
| Applied To ES Tax | $41,577 | 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 | ELIZABETH LYNCH | 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 | TERM TRUSTEE | 1.00 | $0 | $0 | $0 |
| FRANCIS M BRADLEY | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TERM TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR GREENFIELD SLUDER | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TERM 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 | $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 |
|---|---|---|---|---|---|
| CABOT-WELLINGTON LLC | |||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | ADMINSTRATION SVCS | $321,592 |
| FIDUCIARY TRUST COMPANY | |||||
| PO BOX 55806 | BOSTON | MA | 022055806 | INVESTMENT ADVISORS | $196,976 |
| 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 | $45,379,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,426,119 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,501,794 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,307,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,307,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $769,615 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,538,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,526,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,526,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,191 | TotalTaxAmt |
| Distributable Before Adj | $2,516,710 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,516,710 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,516,710 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,953,648 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,953,648 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,516,710 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $686,161 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,953,648 | QualifyingDistributionsAmt |
| Applied To Year1 | $686,161 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,267,487 | 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 | $249,223 | 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 (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOLESCENT CONSULTATION SERVIC | |||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 |
| ALLIANCE FOR INCLUSION AND PREVENTION | |||||||
| 555 AMORY STREET SUITE 9 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 |
| APPRENTICE LEARNING INC | |||||||
| PO BOX 3000-68 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| ART RESOURCE COLLABORATIVE FOR KIDS | |||||||
| 36 BROMDIELD ST STE 301 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| BOSTON ARTS ACADEMY FOUNDATION INC | |||||||
| 2 CHARLESGATE W 5TH FL | BOSTON | MA | 02215 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| BOSTON CHILDREN'S CHORUS INC | |||||||
| 20 OLD COLONY AVENUE 2ND FLOOR | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| BOSTON CHINATOWN NEIGHBORHOOD | |||||||
| 38 ASH STREET | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $47,500 |
| BOSTON FESTIVAL ORCHESTRA | |||||||
| 95 HARLOW STREET APT 2 | ARLINGTON | MA | 02474 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| BOSTON FOOD FOREST COALITION | |||||||
| 500 WALK HILL STREET | MATTAPAN | MA | 02126 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| BOSTON HIGHER EDUCATION RESOURCE | |||||||
| 68 NORTHAMPTON ST | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 |
| BOSTON LYRIC OPERA COMPANY INC | |||||||
| PO BOX 986500 | BOSTON | MA | 02298 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| BOSTON MODERN ORCHESTRA | |||||||
| 376 WASHINGTON STREET SUITE 101 | MALDEN | MA | 02148 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| BOSTON SCHOOLS FUND | |||||||
| 53 STATE STREET SUITE 500 | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 |
| BOTTOM LINE | |||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| BOYS & GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH STREET STE 3 | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| BRIDGES HOMEWARD | |||||||
| 60 GORE STREET | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| BRIGHTER BOSTON INC | |||||||
| 115 ELIOT STREET | CHESTNUT HILL | MA | 02467 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 |
| BRYCE'S JOURNEY INC | |||||||
| 99 FAIRMOUNT AVE | HYDE PARK | MA | 02136 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| CASTLE OF OUR SKINS | |||||||
| 20 OLD COLONY AVE 2ND FLOOR | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| CATIE'S CLOSET INC | |||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | |||||||
| 6 ROCKY NOOK TER | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $5,000 |
| CHILDREN'S ADVOCACY CENTER | |||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| CHILDREN'S LAW CENTER OF MA INC | |||||||
| PO BOX 710 | LYNN | MA | 01903 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| CHILDREN'S ROOM CENTER FOR GRIEVING CHILDREN AND TEENAGERS INC | |||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 |
| CIRCLE OF HOPE INC | |||||||
| PO BOX 920724 | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| CITY MISSION INC | |||||||
| 100 EAST TUPPER ST | BUFFALO | NY | 14203 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 |
| COMMUNITY BOATING INC | |||||||
| 21 DAVID MUGAR WAY | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 |
| COMMUNITY COOKS | |||||||
| 337 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| COMMUNITY MUSIC CENTER OF BOSTON | |||||||
| PO BOX 171737 | BOSTON | MA | 02117 | NOT RELATED | PC | EXEMPT PURPOSES | $47,983 |
| COMMUNITY SERVINGS | |||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| COURAGEOUS SAILING CENTER FOR YOUTH INC | |||||||
| 1 1ST AVE | BOSTON | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 |
| CULTUREHOUSE | |||||||
| 16 UNION SQUARE | SOMERVILLE | MA | 02143 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| DE NOVO CTR FOR JUSTICE & HEALING | |||||||
| 47 THORNDIKE ST | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| DISCOVERING JUSTICE | |||||||
| 1 COURTHOUSE WAY | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| DOC WAYNE YOUTH SERVICES INC | |||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| EAST BOSTON COMMUNITY COUNCIL | |||||||
| 282 MERIDIAN ST 2ND FLOOR | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| ELLIE FUND | |||||||
| 200 RESERVOIR STREET STE 300 | NEEDHAM | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| ELLIS MEMORIAL AND ELDREDGE HOUSE INC | |||||||
| 58 BERKELEY ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| FOOD FOR FREE COMMITTEE INC | |||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| FOUND IN TRANSLATION | |||||||
| 1532B DORCHESTER AVE | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| FREEDOM HOUSE INC | |||||||
| 5 CRAWFORD ST | BOSTON | MA | 02121 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| FRIDAY NIGHT SUPPER PROGRAM | |||||||
| 351 BOYLSTON ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $7,500 |
| FRIENDS OF THE RAFAEL HERNANDEZ SCHOOL | |||||||
| 61 SCHOOL STREET | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 |
| GIRLS INCORPORATED OF LYNN | |||||||
| 50 HIGH STREET | LYNN | MA | 01902 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| GREENROOTS INC | |||||||
| 227 MARGINAL STREET STE 1 | CHELSEA | MA | 02150 | NOT RELATED | PC | EXEMPT PURPOSES | $37,250 |
| HALEY HOUSE INC | |||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| HEALTH RESOURCES IN ACTION | |||||||
| 2 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| HOME FOR LITTLE WANDERERS | |||||||
| 397 LINCOLN RD | WALPOLE | MA | 02081 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| HOPE AND COMFORT INC | |||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 |
| JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION | |||||||
| 31 GERMANIA STREET | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| JEREMIAH PROGRAM BOSTON | |||||||
| 130 WARREN ST | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| JUSTICE FOR HOUSING INC | |||||||
| 41 ROUND HILL STREET | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| LEAP SELF DEFENSE INC | |||||||
| 197A CENTRE ST | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $8,500 |
| LEVEL GROUND MIXED MARTIAL ART | |||||||
| 527 COLUMBIA ROAD | BOSTON | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICES | |||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| LOVIN SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE | BOSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSES | $12,000 |
| MA ADOPTION RESOURCE EXCHANGE | |||||||
| 19 NEEDHAM ST SUITE 206 | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| MA COALITION FOR THE HOMELESS | |||||||
| 73 BUFFUM STREET | LYNN | MA | 01902 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 |
| MISSIONSAFE A NEW BEGINNING | |||||||
| 18 JOHN ELIOT SQUARE | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| MORE THAN WORDS | |||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 |
| MUJERES UNIDAS AVANZANDO | |||||||
| 54 CLAYTON ST 1 | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| NEIGHBORHOOD VILLAGES | |||||||
| 64 SIGOURNEY STREET | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| NOBLE AND GREENOUGH SCHOOL | |||||||
| 10 CAMPUS DR | DEDHAM | MA | 02026 | NOT RELATED | PC | EXEMPT PURPOSES | $15,500 |
| OCEAN ALLIANCE | |||||||
| 32 HORTON STREET | DORCHESTER | MA | 01930 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| PEER HEALTH EXCHANGE INC | |||||||
| 100 WEBSTER ST STE 300 | OAKLAND | CA | 94607 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| PIERS PARK SAILING CENTER | |||||||
| 95 MARGINAL STREET | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| SAMARITANS INC | |||||||
| 411 WEST ST 4TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| SCIENCE FROM SCIENTISTS | |||||||
| 1 DEANGELO DRIVE STE C | BEDFORD | MA | 01730 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 |
| SILVER LINING MENTORING INC | |||||||
| 727 ATLANTIC AVE 3 | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 |
| SOCCER WITHOUT BORDERS | |||||||
| 282 MERIDIAN ST | BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| SOCIEDAD LATINA | |||||||
| 1530 TREMONT STREET | BOSTON | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| SOLUTIONS AT WORK INC | |||||||
| 1151 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| SOMALI DEVELOPMENT CENTER | |||||||
| 10 MALCOLM X BOULEVARD 2ND FL | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| SPARKSHARE | |||||||
| 50 MILK STREET 15TH FLOOR | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| STEPS TO SUCCESS INC | |||||||
| 2 CLARK RD | BROOKLYN | MA | 02445 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 |
| STRONG WOMEN STRONG GIRLS | |||||||
| 89 SOUTH STREET LL02 | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| SUNFLOWER OF PEACE FOUNDATION | |||||||
| 43 ASHMONT AVENUE | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| THE LOOP LAB INC | |||||||
| 872 MASSACHUSETTS AVE UNIT 1-5 | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| THE PETEY GREENE PROGRAM | |||||||
| 130 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| THE TEACHER COLLABORATIVE INC | |||||||
| PO BOX 441645 | SOMERVILLE | MA | 02144 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| THE WILY NETWORK | |||||||
| 1920 CENTER STREET SUITE 1 | WEST ROXBURY | MA | 02132 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| THE YOUNG PEOPLES PROJECT | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| UNION CAPITAL BOSTON | |||||||
| 1542 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 |
| UNITARIAN UNIVERSALIST URBAN MINISTRY | |||||||
| 10 PUTNAM STREET | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| URBAN FOOD INITIATIVE DBA DAILY TABLE | |||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| VERONICA ROBLES CULTURAL CENTER | |||||||
| 282 MERIDIAN STREET | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| WEST END HOUSE INC | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | |||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 01845 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 |
| WONDERMORE INC | |||||||
| 16 MILTON STREET STE 19 | DEDHAM | MA | 02026 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 |
| YMCA OF GREATER BOSTON | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 |
| YOUNG AUDIENCES OF MASSACHUSETTS | |||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,601,233 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIGHTER BOSTON INC | |||||||
| 115 ELIOT STREET | CHESTNUT HILL | MA | 02467 | NOT RELATED | PC | EXEMPT PURPOSES | $45,000 |
| WEST END HOUSE INC | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $170,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,051 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $859,589 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$544,098 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $483 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $470,426 | ExclusionAmt |
| Related Or Exempt Function Incm | $483 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $470,909 | 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 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,025 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $42,424,110 | EOYBookValueAmt |
| EOYFMV | $42,424,110 | 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 | $2,643,199 | BookValueAmt |
| EOYFMV | $2,643,199 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $7,829,584 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $7,900 | $0 | $7,900 |
| MASS FILING FEE | $500 | $0 | $500 |
| POSTAGE/SHIPPING | $781 | $0 | $781 |
| PARTNERSHIPS ADMIN EXPENSE | $9,703 | $9,703 | $0 |
| PARTNERSHIPS DEDUCTIONS | $0 | $41,650 | $0 |
| K-1 CHARITABLE CONTRIBUTIONS | $0 | $0 | $4 |
| OTHER EXPENSES | $381 | $0 | $381 |
| BOND AMORTIZATION | $863 | $1,380 | $0 |
| OFFICE SUPPLIES | $154 | $0 | $154 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $92,884 | -$3,346 | $92,884 |
| TAX REFUND | $483 | $483 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - FIDUCIARY TR | $196,976 | $196,976 | $0 |
| CABOT WELLINGTON LLC | $321,592 | $0 | $321,592 |
| FIDUCIARY TAX LETTER FEE | $490 | $0 | $490 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID FIDUCIARY | $0 | $12,323 | $0 |
| PARTNERSHIP W/H TAXES | $5,752 | $5,752 | $0 |
| FEDERAL EXCISE TAX | $70,000 | $0 | $0 |
| UBI TAXES | $5,000 | $0 | $0 |