CABOT FAMILY CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CABOT FAMILY CHARITABLE TR (EIN 04-6036446)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-18
- IRS object ID
- 202122919349100702
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-18T10:25:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-14 | 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 | 2021-10-18 | 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 | 2020 | 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 | $54,411,002 | 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 | $7,372 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $597,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $821,971 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,693,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,095,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,991,785 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $410,447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,203 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,708,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,816,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $472,708 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,218 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $293,490 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,027 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,170 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,248 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,248 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,104 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,104 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,671 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,757 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,699 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $545,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $323,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,154,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,154,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,700,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,478,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,008,544 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,559,814 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,827 | CashBOYAmt |
| Cash EOY | $36,564 | CashEOYAmt |
| Cash EOYFMV | $36,564 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $416,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,201,997 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,201,997 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $48,621,380 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,673,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,673,262 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,157,776 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,499,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,499,179 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $50,218,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,411,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,411,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,218,694 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $54,411,002 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,218,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,411,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,218,694 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,411,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,218,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,008,544 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,183,764 | OtherIncreasesAmt |
| Subtotal | $54,411,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,411,002 | 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 | $25,617,139 | $23,103,758 | $2,513,381 | $2,513,381 |
| PARTNERSHIPS ST GAINS | P | $641 | $641 | $641 | |
| PARTNERSHIPS LT GAINS | P | $292,317 | $292,317 | $292,317 | |
| PARTNERSHIPS 1231 GAINS | P | $5,239 | $5,239 | $5,239 | |
| CAPITAL GAINS DIVIDENDS | P | $180,207 | $180,207 | $180,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,991,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,481 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,481 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,481 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,621 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $82,621 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,140 | OverpaymentAmt |
| Applied To ES Tax | $33,140 | 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 | $10,000 | $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 | $293,000 |
| FIDUCIARY TRUST COMPANY | |||||
| PO BOX 55806 | BOSTON | MA | 022055806 | INVESTMENT ADVISORS | $179,218 |
| 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 | $48,194,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $771,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,966,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,966,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $734,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,231,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,411,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,411,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,481 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,793 | IncomeTaxAmt |
| Total Tax | $51,274 | TotalTaxAmt |
| Distributable Before Adj | $2,360,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,360,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,360,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,478,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,478,211 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,478,211 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,360,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $884,704 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,478,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $884,704 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,593,507 | 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 | $766,815 | 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 (88 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 | ||||||||
| 178 TREMONT ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $49,470 | |
| ADOLESCENT CONSULTATION SERVICE | ||||||||
| 189 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| AERO CLUB OF NEW ENGLAND | ||||||||
| 200 HANSCOM DR 27 | BEDFORD | MA | 01730 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| APPRENTICE LEARNING INC | ||||||||
| PO BOX 300068 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BAY COVE HUMAN SERVICESMALL W | ||||||||
| 66 CANAL ST | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| BOSTON CHARITABLE TRUST FUND | ||||||||
| BOSTON CITY HALL NO M-5 | BOSTON | MA | 02201 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BOSTON COLLEGE TRUSTEES | ||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BOSTON DAY AND EVENING ACADEMY | ||||||||
| 20 KEARSARGE AVE | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BOSTON FOOD FOREST COALITION | ||||||||
| 23 EGLESTON ST | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| BOSTON FOUNDATION INC | ||||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BOSTON HIGHER EDUCATION RESOURCE | ||||||||
| 68 NORTHAMPTON ST | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| BOSTON LANDMARKS ORCHESTRA | ||||||||
| 545 CONCORD AVENUE SUITE 318 | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| BOSTON LYRIC OPERA | ||||||||
| PO BOX 986500 | BOSTON | MA | 02298 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| BOSTON SCHOOLS FUND | ||||||||
| 53 STATE ST SUITE 500 | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRAS | ||||||||
| 855 COMMONWEALTH AVE | BOSTON | MA | 02215 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BOYS & GIRLS CLUB OF BOSTON | ||||||||
| 200 HIGH ST 3RD FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BOYS & GIRLS CLUB OF LYNN | ||||||||
| 25 NORTH COMMON ST | LYNN | MA | 01902 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| BUILD - BOSTON | ||||||||
| 711 ATLANTIC AVE 6TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| CAREER COLLABORATIVE INC | ||||||||
| 100 SUMMER STREET 17TH FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| CEDAC FBO CHILDREN'S INVESTMENT FUND | ||||||||
| 18 TREMONT STREET SUITE 500 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| CHICA PROJECT | ||||||||
| 98 NORTH WASHINGTON STREET | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| CHILDREN'S ADVOCACY CENTER | ||||||||
| 6280 SOUTH VALLEY BLVD SUITE 742 | LAS VEGAS | NV | 89118 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| CHILDREN'S LAW CENTER OF MA | ||||||||
| 298 UNION ST 2ND FLOOR | LYNN | MA | 01903 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| CHILDREN'S ROOM CENTER FOR GROWTH AND DEVELOPMENT | ||||||||
| 1210 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| CITY MISSION INC | ||||||||
| 100 EAST TUPPER ST | BUFFALO | NY | 14203 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| COACHING FOR CHANGE INC | ||||||||
| 427 WINTHROP ST | TAUNTON | MA | 02780 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| CODMAN SQUARE HEALTH CENTER | ||||||||
| 637 WASHINGTON ST | DORCHESTER CENTER | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| COMMUNITY BOATING INC | ||||||||
| 21 DAVID MUGAR WAY | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| COMMUNITY COOKS | ||||||||
| 337 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| COMMUNITY RESOURCES FOR JUSTICE | ||||||||
| 355 BOYLSTON ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| COMMUNITY SERVINGS | ||||||||
| 179 AMORY ST | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| COMPANY ONE INC | ||||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| COURAGEOUS SAILING CENTER FOR YOUTH INC | ||||||||
| 1 1ST AVE | BOSTON | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| DE NOVO CTR FOR JUSTICE & HEAL | ||||||||
| 47 THORNDIKE ST | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| ECONOMIC MOBILITY PATHWAYS INC | ||||||||
| 308 CONGRESS ST 5TH FLOOR | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| EDUCATION PIONEERS INC | ||||||||
| 79 CANAL ST SUITE 200 | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| EDUCATIONAL DEVELOPMENT GROUP | ||||||||
| 434 MASSACHUSETTS AVE NO G1 | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| EDVESTORS INC | ||||||||
| 140 CLARENDON ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| EPIPHANY SCHOOL INC | ||||||||
| 154 CENTRE ST | BOSTON | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| FAMILYAID BOSTON INC | ||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| FOOD LINK INC | ||||||||
| 32 OLDHAM RD | ARLINGTON | MA | 02474 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| FOOD PROJECT INC | ||||||||
| 555 DUDLEY ST | DORCHESTER | MA | 02125 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| FRANCISCAN HOSPITAL FOR CHILDREN | ||||||||
| 30 WARREN ST | BRIGHTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| FRESH TRUCK INC | ||||||||
| 69 SHIRLEY ST | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| FRIDAY NIGHT SUPPER PROGRAM | ||||||||
| 351 BOYLSTON ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $5,000 | |
| FRIENDS OF BEDROCK GARDENS | ||||||||
| 45 HIGH RD | LEE | NH | 03861 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| 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 | |
| GENERATION CITIZEN INC | ||||||||
| 110 WALL ST | NEW YORK | NY | 10005 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| GREATER BOSTON LEGAL SERVICES | ||||||||
| 197 FRIEND ST | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| GREENROOTS INC | ||||||||
| 227 MARGINAL ST NO 1 | CHELSEA | MA | 02150 | NOT RELATED | PC | EXEMPT PURPOSES | $26,500 | |
| HERRING GUT LEARNING CENTER | ||||||||
| 59 FACTORY RD | GEORGE | ME | 04860 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| 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 | $15,000 | |
| INSTITUTE OF CONTEMPORARY ART | ||||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| JFYNETWORKS | ||||||||
| 44 SCHOOL ST NO 1010 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| JUSTICE AT WORK INC | ||||||||
| 33 HARRISON AVE | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| LATINOS FOR EDUCATION INC | ||||||||
| 27 PAYSON AVE | BELMONT | MA | 02478 | NOT RELATED | PC | EXEMPT PURPOSES | $22,000 | |
| LENA PARK COMMUNITY DEVELOPMENT | ||||||||
| 150 AMERICAN LEGION HWY | DORCHESTER | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| MA ADOPTION RESOURCE EXCHANGE | ||||||||
| 19 NEEDHAM ST SUITE 206 | NEWTON | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| MASS AUDUBON SOCIETY INC | ||||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| MASS MENTORING PARTNERSHIP | ||||||||
| 75 KNEELAND ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| MISSIONSAFE A NEW BEGINNING | ||||||||
| 18 JOHN ELIOT SQUARE | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| MUJERES UNIDAS AVANZANDO | ||||||||
| 54 CLAYTON ST 1 | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| NAVIGATION GAMES | ||||||||
| 116 HENRY ST | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| NORTHEAST HOSPITAL CORPORATION | ||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| PAIR PROJECT INC | ||||||||
| 98 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | 106 |
| PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| PROJECT BREAD - THE WALK FOR HUNGER INC | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| RAISING A READER MA | ||||||||
| 3 SCHOOL ST | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| RENNIE CENTER FOR EDUCATION RESEARCH & POLICY | ||||||||
| 75 CHARTER OAK AVE SUITE 1-310 | HARTFORD | CT | 06106 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| RIAN IMMIGRANT CENTER INC | ||||||||
| 1 STATE ST NO 800 | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSES | $44,000 | |
| SAMARITANS INC | ||||||||
| 411 WEST ST 4TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| SCIENCE FROM SCIENTISTS | ||||||||
| 1 DEANGELO DR | BEDFORD | MA | 01730 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| SECOND STEP INC | ||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| SHOOTING TOUCH | ||||||||
| 65 SPRAGUE ST | BOSTON | MA | 02136 | 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 | $12,500 | |
| SOUTHWEST BOSTON COMMUNITY DEVELOPMENT | ||||||||
| 11 FAIRMOUNT AVE NO 101 | HYPE PARK | MA | 02136 | NOT RELATED | PC | EXEMPT PURPOSES | $6,000 | |
| TECH GOES HOME | ||||||||
| 867 BOYLSTON ST 5TH FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| THE ELIZABETH PEABODY HOUSE | ||||||||
| 275-277 BROADWAY | SOMERVILLE | MA | 02145 | NOT RELATED | PC | EXEMPT PURPOSES | $12,000 | |
| THE MATCH FOUNDATION INC | ||||||||
| PO BOX 4226 | ITHACA | NY | 14850 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| THE PREPARATORY FOUNDATION INC | ||||||||
| 885 RIVER ST | BOSTON | MA | 02136 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| TSNE FBO FUTURE CHEFS | ||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| UP EDUCATION NETWORK | ||||||||
| 77 SUMMER ST FLOOR 2 | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| VICTORY PROGRAMS INC | ||||||||
| 965 MASSACHUSETTS AVE | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| WORCESTER NATURAL HISTORY SOCIETY | ||||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,154,970 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,372 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $597,565 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $269,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,693,588 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Related Or Exempt Function Incm | $141,440 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,567,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $141,440 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,708,972 | 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 | FEDERAL TAX REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF & COMPANY, PC | CategoryTxt |
| Amt | $7,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $51,673,262 | EOYBookValueAmt |
| EOYFMV | $51,673,262 | 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 | $1,499,179 | BookValueAmt |
| EOYFMV | $1,499,179 | 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 | $7,600 | $0 | $7,600 |
| MASS FILING FEE | $500 | $0 | $500 |
| POSTAGE/SHIPPING | $582 | $0 | $582 |
| PARTNERSHIPS ADMIN EXPENSE | $5,824 | $5,824 | $0 |
| PARTNERSHIPS DEDUCTIONS | $32,165 | $47,564 | $0 |
| SPDR TRUST EXPENSES | $0 | $5,369 | $0 |
| K-1 CHARITABLE CONTRIBUTIONS | $0 | $0 | $17 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $269,007 | $3,203 | $269,007 |
| FEDERAL TAX REFUND | $141,440 | $141,440 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $3,183,764 | 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 | $179,218 | $179,218 | $0 |
| CABOT WELLINGTON LLC | $293,000 | $0 | $293,000 |
| FIDUCIARY TAX LETTER FEE | $490 | $0 | $490 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID FIDUCIARY | $0 | $12,928 | $0 |
| PARTNERSHIP W/H TAXES | $5,027 | $6,242 | $0 |