CABOT FAMILY CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CABOT FAMILY CHARITABLE TR (EIN 04-6036446)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202023169349100007
- Schema version
- 2019v5.1
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T07:43:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 99 HIGH STREET 21ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 6174511855 | 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 | 6174511855 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 146.115.156.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 16:17:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36AF408B42A4B53A88AB405E67774237CBEDE7D8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,669,298 | 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 | $1,107,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,061,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $911,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,931,343 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $940,406 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $390 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,018,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,002,448 | 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 | $6,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,510 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $504,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $173,272 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $332,077 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $36,905 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,772 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,772 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,437 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,437 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $881 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $881 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,393 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,198 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $557,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $264,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $384,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,003,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,003,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,560,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $264,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,387,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$542,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,737,878 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,623 | CashBOYAmt |
| Cash EOY | $22,827 | CashEOYAmt |
| Cash EOYFMV | $22,827 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $771,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $416,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $416,711 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $42,599,110 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,621,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,621,380 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $402,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,157,776 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,608,380 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,811,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,218,694 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,669,298 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $43,811,448 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $50,218,694 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,811,448 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,218,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,811,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,218,694 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,811,448 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$542,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,949,324 | OtherIncreasesAmt |
| Subtotal | $50,218,694 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,218,694 | 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 | $7,896,848 | $6,990,937 | $905,911 | $905,911 |
| UNRECAPTURE SEC 1250 | P | $235 | $235 | $235 | |
| PASSTHRU - ST CAP GAINS | P | $27,490 | $27,490 | $27,490 | |
| PASSTHRU - LT CAP GAINS | P | $1,504 | $1,504 | $1,504 | |
| CAPITAL GAINS DIVIDENDS | P | $5,266 | $5,266 | $5,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $940,406 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,354,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,161,029 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048891 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,164,053 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,961,345 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046082 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,071,465 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,018,706 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048153 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,105,711 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,320,324 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047511 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,025,957 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,206,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045829 | DistributionYr5Rt |
| Total Distribution | 0.236466 | TotalDistributionRt |
| Average Distribution | 0.047293 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,648,155 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,300,717 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,379 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,318,096 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,387,875 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,621 | OverpaymentAmt |
| Applied To ES Tax | $32,621 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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.CABOTWELLINGTON.COM | 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 (8 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 (AS OF 8/1/19) | 24.00 | $0 | $0 | $0 |
| KATHERINE S MCHUGH | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR (ENDED 6/30/19) | 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 | $295,000 |
| FIDUCIARY TRUST COMPANY | |||||
| PO BOX 55806 | BOSTON | MA | 022055806 | INVESTMENT ADVISORS | $173,272 |
| 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 | $47,228,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,160,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,388,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,388,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $740,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,648,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,432,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,432,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,379 | TotalTaxAmt |
| Distributable Before Adj | $2,415,029 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,415,029 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,415,029 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,387,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,387,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,379 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,370,496 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,415,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $857,550 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,387,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $857,550 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,530,325 | 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 | $884,704 | 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 WWW.CABWEL.COM. | 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AERO CLUB OF NEW ENGLAND | ||||||||
| 200 HANSCOM DR 27 | BEDFORD | MA | 01730 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| ALLIANCE FOR INCLUSION & PREVENTION INC | ||||||||
| 555 AMORY ST PO BOX MB 9 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $14,000 | |
| BEACON ACADEMY INC | ||||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BIG CITY MOUNTAINEERS INC | ||||||||
| 710 10TH AVE STE 120 | GOLDEN | CO | 80401 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| BOSTON AFTER SCHOOL & BEYOND | ||||||||
| 89 SOUTH STREET SUITE 601 | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| BOSTON AREA GLEANERS INC | ||||||||
| 240 BEAVER ST | WALTHAM | MA | 02452 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| BOSTON BOOK FESTIVAL INC | ||||||||
| 32R ESSEX ST SUITE 5 | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| BOSTON CASA | ||||||||
| 85 MERRIMAC STREET | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BOSTON CHILDREN'S CHORUS INC | ||||||||
| 20 OLD COLONY AVENUE 2ND FLOOR | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| BOSTON COLLEGIATE CHARTER SCHOOL | ||||||||
| 215 SYDNEY ST | DORCHESTER | MA | 02125 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| BOSTON HEALTH CARE FOR THE HOM | ||||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| BOSTON LANDMARKS ORCHESTRA | ||||||||
| 545 CONCORD AVENUE SUITE 318 | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| BRIDGE OVER TROUBLED WATERS | ||||||||
| 47 WEST ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| BRIGHTER BOSTON INC | ||||||||
| 150 ELLIOT ST | CHESTNUT HILL | MA | 02467 | NOT RELATED | PC | EXEMPT PURPOSES | $21,000 | |
| BROOKE CHARTER SCHOOL FOUNDATION | ||||||||
| 190 CUMMINS HIGHWAY | ROSLINDALE | MA | 02131 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| BUNKER HILL COMMUNITY COLLEGE | ||||||||
| 250 NEW RUTHERFORD AVENUE H150 | BOSTON | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| CAREER COLLABORATIVE INC | ||||||||
| 100 SUMMER STREET 17TH FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| CATHEDRAL HIGH SCHOOL INC | ||||||||
| 74 UNION PARK ST | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| CEDAC FBO CHILDREN'S INVESTMENT FUND | ||||||||
| 18 TREMONT STREET SUITE 500 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| CITY MISSION INC | ||||||||
| 100 EAST TUPPER ST | BUFFALO | NY | 14203 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| COLLEGE BOUND DORCHESTER INC | ||||||||
| 18 SAMOSET STREET | DORCHESTER | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| COMMUNITY BOATING INC | ||||||||
| 21 DAVID MUGAR WAY | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| DE NOVO CTR FOR JUSTICE & HEAL | ||||||||
| 47 THORNDIKE ST | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| EARTHWATCH INSTITUTE INC | ||||||||
| 1380 SOLDIERS FIELD ROAD | BRIGHTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| EMERSON COLLEGE DBA ARTS EME | ||||||||
| 120 BOYLSON ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| FAMILIES FIRST PARENTING PROGR | ||||||||
| 9 GALEN ST | WATERTOWN | MA | 02472 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| FAMILYAID BOSTON INC | ||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| FOOD FOR FREE COMMITTEE INC | ||||||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $18,000 | |
| FOOD LINK INC | ||||||||
| 32 OLDHAM RD | ARLINGTON | MA | 02474 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| FRESH TRUCK INC | ||||||||
| 69 SHIRLEY ST | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| FRIENDS OF BEDROCK GARDENS | ||||||||
| 45 HIGH RD | LEE | NH | 03861 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| FRIENDS OF EXCEL ACADEMY INC | ||||||||
| 2 NEPTUNE ROAD 148 | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| FRIENDS OF THE CHILDREN - BOSTON | ||||||||
| 184 DUDLEY STREET SUITE 100 | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $17,500 | |
| GENERATION CITIZEN INC | ||||||||
| 110 WALL ST | NEW YORK | NY | 10005 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| HEALTH LAW ADVOCATES INC | ||||||||
| 1 FEDERAL ST | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $17,500 | |
| HEALTHWORKS COMMUNITY FITNESS | ||||||||
| 450 WASHINGTON ST | BOSTON | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| HOPE AND COMFORT | ||||||||
| 659 HIGHLAND AVE | NEEDHAM HEIGHTS | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| HOPEWELL INC | ||||||||
| 3 ALLIED DRIVE | DEDHAM | MA | 02026 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUBUS AVE | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| IMMIGRANT FAMILY SERVICES INST | ||||||||
| 575 AMERICAN LEGION HWY | ROSLINDALE | MA | 02131 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| INSTITUTE OF CONTEMPORARY ART | ||||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| INTERNATIONAL INSTITUTE OF NEW | ||||||||
| 2 BOYLSTON ST 3RD FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| JUSTICE AT WORK INC | ||||||||
| 33 HARRISON AVE | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| LATINO STEM ALLIANCE | ||||||||
| 20 MORAINE ST | BOSTON | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| LATINOS FOR EDUCATION INC | ||||||||
| 27 PAYSON AVE | BELMONT | MA | 02478 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| 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 | |
| MA ADVOCATES FOR CHILDREN INC | ||||||||
| 25 KINGSTON ST | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| MA COALITION FOR THE HOMELESS | ||||||||
| 73 BUFFUM ST | LYNN | MA | 01902 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| MASS AUDUBON SOCIETY INC | ||||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| MUJERES UNIDAS AVANZANDO | ||||||||
| 54 CLAYTON ST 1 | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| NATIONAL CONSUMER LAW CENTER | ||||||||
| 7 WINTHROP SQUARE 4TH FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| NEW ENGLAND INNOCENCE PROJECT | ||||||||
| 120 TREMONT ST 735 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 150 NORTH ST | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| NORTHEAST HOSPITAL CORPORATION | ||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 | |
| ONE CAN HELP INC | ||||||||
| PO BOX 55 | NEWTON | 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 | ||||||||
| 70 GOLD STREET | SAN FRANCISCO | CA | 94133 | 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 FOUNDA | ||||||||
| 65 LINCOLN ST | SPRINGFIELD | MA | 01105 | 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 | |
| PROSPECT HILL ACADEMY CHARTER | ||||||||
| 50 ESSEX ST | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| RECORD COMPANY | ||||||||
| 960 MASSACHUSETTS AVE | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 | |
| RENNIE CENTER FOR EDUCATION RE | ||||||||
| 75 CHARTER OAK AVE SUITE 1-310 | HARTFORD | CT | 06106 | NOT RELATED | PC | EXEMPT PURPOSES | $40,000 | |
| RESILIENT CODERS | ||||||||
| 50 MILK STREET 17TH FLOOR | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| ROXBURY PRESBYTERIAN CHURCH | ||||||||
| 328 WARREN ST | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| SCIENCE FROM SCIENTISTS | ||||||||
| 1 DEANGELO DR | 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 | |
| SMART FROM THE START | ||||||||
| 68 ANNUNCIATION ROAD | ROXBURY | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| TEACH FOR AMERICA - MASSACHUSE | ||||||||
| 3RD 4TH AND 5TH FLOOR 60 CANAL ST | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| TECH GOES HOME | ||||||||
| 867 BOYLSTON ST 5TH FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| THE BOSTON EDUCATIONAL DEVELOP | ||||||||
| 7 PALMER STREET 2ND FLOOR | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| THIRD SECTOR NEW ENGLAND INC | ||||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| TRINITY BOSTON CONNECTS INC | ||||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSES | $10,000 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 1660 DUKE ST | ALEXANDRIA | VA | 22314 | NOT RELATED | PC | EXEMPT PURPOSES | $15,000 | |
| WBUR | ||||||||
| PO BOX 230486 | BOSTON | MA | 02123 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| WEST END HOUSE INC | ||||||||
| 105 ALLSTON ST | ALLSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| WORCESTER NATURAL HISTORY SOCIETY | ||||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 | |
| YOUTH ADVOCACY FOUNDATION | ||||||||
| 44 BROMFIELD ST | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSES | $20,000 | |
| YOUTH GUIDANCE | ||||||||
| 1 NORTH LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,003,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEDROCK GARDENS | |||||||
| 19 HIGH RD | LEE | NH | 03861 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| BOSTON LANDMARKS ORCHESTRA | |||||||
| 545 CONCORD AVENUE SUITE 318 | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| CEDAC FBO CHILDREN'S INVESTMENT FUND | |||||||
| 18 SAMOSET STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSES | $25,000 |
| ECOTARIUM | |||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| FRESH TRUCK INC | |||||||
| 69 SHIRLEY ST | BOSOTN | MA | 02474 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 |
| MASS AUDUBON SOCIETY INC | |||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | NOT RELATED | PC | EXEMPT PURPOSES | $35,000 |
| NORTHEAST HOSPITAL CORPORATION | |||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | NOT RELATED | PC | EXEMPT PURPOSES | $50,000 |
| RENNIE CENTER FOR EDUCATION RE | |||||||
| 75 CHARTER OAK AVE SUITE 1-310 | HARTFORD | CT | 06106 | NOT RELATED | PC | EXEMPT PURPOSES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $260,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,107,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $911,412 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,018,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,018,547 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF & COMPANY, PC | CategoryTxt |
| Amt | $6,510 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,510 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $48,621,380 | EOYBookValueAmt |
| EOYFMV | $48,621,380 | 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 | $1,157,776 | BookValueAmt |
| EOYFMV | $1,608,380 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $7,500 | $0 | $7,500 |
| MASS FILING FEE | $250 | $0 | $250 |
| OTHER EXPENSES | $2,416 | $0 | $2,416 |
| SPDR GOLD EXPENSES | $0 | $2,688 | $0 |
| K-1 EXPENSES | $0 | $51,705 | $0 |
| K-1 CHARITABLE CONTRIBUTIONS | $0 | $0 | $32 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $390 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $6,949,324 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - FIDUCIARY TR | $173,272 | $173,272 | $0 |
| CABOT WELLINGTON LLC | $295,500 | $0 | $295,500 |
| FIDUCIARY TAX LETTER FEE | $0 | $0 | $490 |
| SUSAN EGMONT | $34,249 | $0 | $34,249 |
| KATHY MCHUGH | $1,838 | $0 | $1,838 |