CABOT FAMILY CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CABOT FAMILY CHARITABLE TR (EIN 04-6036446)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-14
- IRS object ID
- 202222879349100207
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2022-10-14T08:55:39-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-13 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2022-10-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,218,896 | 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 |
| Dividends Rev And Expnss | $905,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,171,268 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,530,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,331,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,773,379 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $130,306 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$24,765 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,566,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,919,882 | 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 |
| Other Prof Fees Rev And Expnss | $514,444 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $208,454 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $305,990 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,157 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $498 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $498 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $685 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $685 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,033 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $617,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $281,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $316,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,499,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,499,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,116,756 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $281,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,815,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,449,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,638,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,564 | CashBOYAmt |
| Cash EOY | $104,345 | CashEOYAmt |
| Cash EOYFMV | $104,345 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,201,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,874,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,874,225 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $51,673,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,795,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,795,603 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,499,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,444,723 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,444,723 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $54,411,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,218,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,218,896 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $54,411,002 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $59,218,896 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,411,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,218,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,411,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,218,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,411,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,449,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,358,429 | OtherIncreasesAmt |
| Subtotal | $59,218,896 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,218,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDUCIARY TRUST 1099 #9309 | P | $16,335,162 | $12,558,142 | $3,777,020 | $3,777,020 |
| PARTNERSHIPS ST GAINS | P | $1,501 | $1,501 | $1,501 | |
| PARTNERSHIPS LT GAINS | P | $240,403 | $240,403 | $240,403 | |
| PARTNERSHIPS 1231 GAINS | P | $637 | $637 | $637 | |
| CAPITAL GAINS DIVIDENDS | P | $753,818 | $753,818 | $753,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,773,379 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,140 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $120,140 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,768 | OverpaymentAmt |
| Applied To ES Tax | $41,768 | 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 | 0 | 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 | $305,500 |
| FIDUCIARY TRUST COMPANY | |||||
| PO BOX 55806 | BOSTON | MA | 022055806 | INVESTMENT ADVISORS | $208,454 |
| 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 | $54,812,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,314,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,126,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,126,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $856,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,269,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,813,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,813,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,372 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $37 | IncomeTaxAmt |
| Total Tax | $78,409 | TotalTaxAmt |
| Distributable Before Adj | $2,735,071 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,735,071 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,735,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,815,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,815,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,735,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $766,815 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,815,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $766,815 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,048,910 | 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 | $686,161 | 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 (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARNOLD ARBORETUN OF HARVARD UNIVERSITY | ||||||||
| 125 ARBORWAY | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| ART RESOURCE COLLABORATIVE FOR KIDS | ||||||||
| 36 BROMDIELD ST STE 301 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| ARTISAN'S ASYLUM INC | ||||||||
| 96 HOLTON ST | SOMERVILLE | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| ARTISTS FOR HUMANITY INC | ||||||||
| 100 WEST SECON STREET | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| BALLETROX | ||||||||
| PO BOX 301334 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| BOSTON BOOK FESTIVAL INC | ||||||||
| 32R ESSEX ST | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| 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 PUBLIC LIBRARY FUND INC | ||||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| BOSTON'S HIGHER GROUND | ||||||||
| 384 WARREN ST | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| BOTTOM LINE | ||||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BRIGHTER BOSTON INC | ||||||||
| 115 ELIOT STREET | CHESTNUT HILL | MA | 02467 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| BRYCE'S JOURNEY INC | ||||||||
| 99 FAIRMOUNT AVE | HYDE PARK | MA | 02136 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| BUILD - BOSTON | ||||||||
| 711 ATLANTIC AVE 6TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| CATIE'S CLOSET INC | ||||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | ||||||||
| 6 ROCKY NOOK TER | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $5,000 | |
| CITY MISSION INC | ||||||||
| 100 EAST TUPPER ST | BUFFALO | NY | 14203 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| COMMUNITY ART CENTER INC | ||||||||
| 119 WINDSOR ST | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| COMMUNITY COOKS | ||||||||
| 337 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| COMMUNITY ROWING INC | ||||||||
| 20 NONANTUN RD | BRIGHTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| COMMUNITY WORK SERVICES | ||||||||
| 1402 GREENWAY CROSS STE 200 | MADISON | WI | 53713 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| COMPANY ONE INC | ||||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| COOPERATIVE METROPOLITAN MINISTRIES | ||||||||
| 474 CENTRE STREET | NEWTON | MA | 02458 | NOT RELATED | PC | EXEMPT PURPOSES | $15,485 | |
| COURAGEOUS SAILING CENTER FOR YOUTH INC | ||||||||
| 1 1ST AVE | BOSTON | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| CRADLES TO CRAYONS INC | ||||||||
| 281 NEWTONWVILLE AVE | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| DE NOVO CTR FOR JUSTICE & HEAL | ||||||||
| 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 | $35,000 | |
| EDVESTORS INC | ||||||||
| 140 CLARENDON ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| ELLIS MEMORIAL AND ELDREDGE HOUSE INC | ||||||||
| 58 BERKELEY ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| EUREKA ENSEMBLE CORPORATION | ||||||||
| PO BOX 380125 | CAMBRIDGE | MA | 02238 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| FAMILYAID BOSTON INC | ||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| FOOD FOR FREE COMMITTEE INC | ||||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| 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 | $5,000 | |
| FRIENDS OF ST STEPHENS YOUTH PROGRAMS INC | ||||||||
| 31 LENOX ST | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| FRIENDS OF THE CHILDREN - BOSTON | ||||||||
| 184 DUDLEY STREET SUITE 100 | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $17,500 | |
| GAINING GROUND | ||||||||
| 341 VIRGINIA RD | CONCORD | MA | 01742 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| GREATER BOSTON LEGAL SERVICES | ||||||||
| 197 FRIEND ST | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| HARBORCOV INC | ||||||||
| 63 WASHINGTON AVENUE | CHELSEA | MA | 02150 | 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 | $20,000 | |
| HOPEWELL INC | ||||||||
| 3 ALIED DR STE 308 | DEDHAM | MA | 02026 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| HUNTINGTON THEATRE COMPANY | ||||||||
| 264 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE INC | ||||||||
| 1626 BLUE HILL AVE | MATTAPAN | MA | 02126 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| JEREMIAH PROGRAM BOSTON | ||||||||
| 130 WARREN ST | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| JEWISH FAMILY AND CHILDRENS SERVICE | ||||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| KENDALL SQUARE ORCHESTRA | ||||||||
| 38 ROBIN WOOD RD | CONCORD | MA | 01742 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| LA COLABORATIVA INC | ||||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| LATINOS FOR EDUCATION INC | ||||||||
| 27 PAYSON AVE | BELMONT | MA | 02478 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| LEAP SELF DEFENSE INC | ||||||||
| 197A CENTRE ST | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $5,000 | |
| LOVIN SPOONFULS INC | ||||||||
| 1304 COMMONWEALTH AVE | BOSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| 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 | $40,000 | |
| MUJERES UNIDAS AVANZANDO | ||||||||
| 54 CLAYTON ST 1 | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $45,000 | |
| NEW LIFE FURNITURE BANK OF MA INC | ||||||||
| PO BOX 573 | MEDFIELD | MA | 02052 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| NEW REPERTORY THEATRE INC | ||||||||
| 80 ELM ST | WATERTOWN | MA | 02472 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| NOBLE AND GREENOUGH SCHOOL | ||||||||
| 10 CAMPUS DR | DEDHAM | MA | 02026 | NOT RELATED | PC | EXEMPT PURPOSES | $14,000 | |
| NURTURY INC | ||||||||
| 2201 WASHINGTON ST STE 306 | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| ONE CAN HELP INC | ||||||||
| 32 NEHOIDEN RE | WABAN | MA | 02468 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| PAIR PROJECT INC | ||||||||
| 98 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | 106 |
| 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 | |
| PHOENIX CHARTER ACADEMY FOUNDATION | ||||||||
| PO BOX 170665 | BOSTON | MA | 02117 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| PINE STREET INN INC | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| PLAYWORKS NEW ENGLAND | ||||||||
| 1452 DORCHESTER AVE 4TH FLOOR | BOSTON | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| PREPARATORY FOUNDATION INC | ||||||||
| 885 RIVER ST | HYDE PARK | MA | 02136 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| PRIMARY SOURCE INC | ||||||||
| 101 WALNUT STREET | WATERTOWN | MA | 02472 | NOT RELATED | PC | EXEMPT PURPOSES | $39,500 | |
| PROJECT BREAD - THE WALK FOR HUNGER INC | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| PROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATION INC | ||||||||
| 50 ESSEX ST | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| REACH PREP INC | ||||||||
| ONE DOCK STEET SUITE 100 | STAMFORD | CT | 06902 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| RIAN IMMIGRANT CENTER INC | ||||||||
| 1 STATE ST NO 800 | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| ROSE F KENNEDY GREENWAY CONSERVANCY INC | ||||||||
| 185 KNEELAND ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| SAMARITANS INC | ||||||||
| 411 WEST ST 4TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| SECOND STEP INC | ||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| 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 | $15,000 | |
| SOMERVILLE HISTORICAL SOCIETY | ||||||||
| I WESTWOD RD | SOMERVILLE | MA | 02143 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| SPEAK FOR THE TREES | ||||||||
| 49 OLIVER ST | WATERTOWN | MA | 02472 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| STEPS TO SUCCESS INC | ||||||||
| 2 CLARK RD | BROOKLYN | MA | 02445 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| THE CENTER FOR ARTS AT THE ARMORY | ||||||||
| 191 HIGHLAND AVE 1C | SOMERVILLE | MA | 02143 | NOT RELATED | PC | EXEMPT PURPOSES | $26,000 | |
| THE EPIPHANY SCHOOL INC | ||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| THE JUSTICE GEORGE LEWIS RUFFIN SOCIETY INC | ||||||||
| 58 ADAMS WAY | AMHERST | NH | 03031 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| THE STEPPINGSTONE FOUNDATION | ||||||||
| ONE APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| THE TEACHER COLLABORATIVE INC | ||||||||
| PO BOX 441645 | SOMERVILLE | MA | 02144 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| THE URBAN FARMING INSTITUTE OF BOSTON INC | ||||||||
| BOSTN INC 487R NORFOLK ST | MATTAPAN | MA | 02126 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| THEATRE ESPRESSO INC | ||||||||
| 43 BOYNTON ST APT 1L | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $31,900 | |
| TRINITY BOSTON FOUNDATION | ||||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY ST STE 900 | SAN FRANCISCO | MA | 94104 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| TSNE FBO FUTURE CHEFS | ||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| VIETNAMESE AMERICAN INITIATIVE FOR DEVELOPMENT INC | ||||||||
| 42 CHARLES ST STE E | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| YOUTH ADVOCACY FOUNDATION | ||||||||
| 75 FEDERAL STREET 6TH FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,499,385 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $905,077 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,530,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,566,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,566,221 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $54,795,603 | EOYBookValueAmt |
| EOYFMV | $54,795,603 | 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 | $2,444,723 | BookValueAmt |
| EOYFMV | $2,444,723 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $7,750 | $0 | $7,750 |
| MASS FILING FEE | $500 | $0 | $500 |
| POSTAGE/SHIPPING | $489 | $0 | $489 |
| PARTNERSHIPS ADMIN EXPENSE | $4,004 | $4,004 | $0 |
| PARTNERSHIPS DEDUCTIONS | $0 | $51,029 | $0 |
| K-1 CHARITABLE CONTRIBUTIONS | $0 | $0 | $16 |
| OTHER EXPENSES | $412 | $0 | $412 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $130,306 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$24,765 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $130,306 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $2,358,429 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - FIDUCIARY TR | $208,454 | $208,454 | $0 |
| CABOT WELLINGTON LLC | $305,500 | $0 | $305,500 |
| 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 | $16,565 | $0 |
| PARTNERSHIP W/H TAXES | $1,589 | $1,592 | $0 |
| FEDERAL EXCISE TAX | $77,000 | $0 | $0 |
| UBI TAXES | $10,000 | $0 | $0 |