CABOT FAMILY CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CABOT FAMILY CHARITABLE TR (EIN 04-6036446)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-14
- IRS object ID
- 202532879349100118
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T18:40:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROWE CPA | PreparerPersonNm |
| PTIN | P00535831 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2025-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,761,187 | 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 | $251,810 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $217,807 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,061,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,169,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,233,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,611,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,321,490 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $107,563 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$287 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,655,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,708,830 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,690 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,690 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,248 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,248 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $412,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $223,550 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $197,887 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,116 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,360 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,515 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,515 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,520 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,520 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,831 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,133 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,844 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $657,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $295,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $393,864 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,205,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,205,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,862,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $295,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,598,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$207,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,413,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $183,409 | CashBOYAmt |
| Cash EOY | $221,646 | CashEOYAmt |
| Cash EOYFMV | $221,646 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,202,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,292,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,292,421 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $47,624,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,674,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,674,547 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,528,683 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,572,573 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,572,573 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,539,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,761,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,761,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $52,539,263 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,761,187 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,539,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,761,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,539,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,761,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,539,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$207,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,429,709 | OtherIncreasesAmt |
| Subtotal | $55,761,187 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,761,187 | 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 | $14,465,546 | $13,287,311 | $1,178,235 | $1,178,235 |
| PARTNERSHIP ST GAINS | P | $666 | $666 | $666 | |
| PARTNERSHIP LT GAINS | P | $89,371 | $89,371 | $89,371 | |
| PARTNERSHIP QSBS EXCLUSION | P | $2,478 | -$2,478 | -$2,478 | |
| CAPITAL GAINS DIVIDENDS | P | $55,696 | $55,696 | $55,696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,321,490 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,541 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,541 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,895 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,895 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,354 | OverpaymentAmt |
| Applied To ES Tax | $20,354 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CABOTFAMILYTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | CABOT-WELLINGTON LLC | IndividualWithBooksNm |
| Phone | 6174511744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 BATTERYMARCH ST FLOOR 2 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FRANCIS M BRADLEY ENDED 11262024 | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR GREENFIELD SLUDER | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHOMA ADITYA | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH LYNCH | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 26.50 | $130,690 | $17,648 | $600 |
| JOHN R CABOT AS OF 112024 | ||||||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $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 |
|---|---|---|---|---|---|
| FIDUCIARY TRUST COMPANY | |||||
| PO BOX 55806 | BOSTON | MA | 022055806 | INVESTMENT ADVISORS | $215,009 |
| CABOT-WELLINGTON LLC | |||||
| 22 BATTERYMARCH ST FLOOR 2 | BOSTON | MA | 02109 | ADMINSTRATION SVCS | $194,000 |
| 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 | $48,711,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,230,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,259,696 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,202,159 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,202,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $828,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,374,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,718,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,718,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,541 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,219 | IncomeTaxAmt |
| Total Tax | $35,760 | TotalTaxAmt |
| Distributable Before Adj | $2,682,946 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,682,946 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,682,946 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,598,864 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,598,864 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,682,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $282,608 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,598,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $282,608 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,316,256 | 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 | $366,690 | 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 (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABOUT FRESH FRESH TRUCK | ||||||||
| 57 MAGAZINE STREET | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| ADOLESCENT CONSULTATION SERVICES | ||||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| AERO CLUB OF NEW ENGLAND | ||||||||
| 200 HANSCOM DRIVE BOX 27 | BEDFORD | MA | 01730 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| APPRENTICE LEARNING | ||||||||
| PO BOX 3000-68 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| ARTISTS FOR HUMANITY INC | ||||||||
| 100 WEST SECOND STREET | SOUTH BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| ARTS FOR LEARNING MASS INC | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| BOSTON CASA | ||||||||
| 85 MERRIMAC STREET SUITE 401 | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 33 ARCH STREET 17TH FLOOR | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| BOSTON OUTDOOR PRESCHOOL NETWORK | ||||||||
| 11 DELFORD STREET | BOSTON | MA | 02131 | NOT RELATED | PC | EXEMPT PURPOSE | $24,000 | |
| BRIDGE OVER TROUBLED WATERS INC | ||||||||
| 47 WEST STREET | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| CAMPUS WITHOUT WALLS | ||||||||
| 125 WELLINGTON HILL STREET | BOSTON | MA | 02126 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| CHILDREN'S ADVOCACY CENTER OF SUFFOLK COUNTY | ||||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| CIRCLE OF HOPE INC | ||||||||
| 1329 HIGHLAND AVE | NEEDHAM | MA | 02492 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| CODMAN SQUARE HEALTH CENTER | ||||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSE | $48,000 | |
| COMMONWEALTH ZOOLOGICAL CORPORATION DBA ZOO NEW ENGLAND | ||||||||
| 1 FRANKLIN PARK ROAD | BOSTON | MA | 02121 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| COMMUNITY BOATING | ||||||||
| 21 DAVID G MUGAR WAY | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| COMMUNITY SERVINGS | ||||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| COURAGEOUS SAILING | ||||||||
| 197 8TH STREET | CHARLESTOWN | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| DE NOVO (FORMERLY CLSACC) | ||||||||
| 47 THORNDIKE STREET SUITE SB-LL-1 | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| DISCOVERING JUSTICE | ||||||||
| 1 COURTHOUSE WAY SUITE 3120 | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| ECUMENICAL SOCIAL ACTION COMMITTEE INC (ESAC) | ||||||||
| 434 JAMAICAWAY | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| EDVESTORS | ||||||||
| 142 BERKELEY STREET STE 410 | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| ELIZABETH PEABODY HOUSE | ||||||||
| 275-277 BROADWAY | SOMERVILLE | MA | 02145 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| ELLIS EARLY LEARNING | ||||||||
| 58 BERKELEY STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $26,000 | |
| ESSENTIAL PARTNERS INC | ||||||||
| 1953 MASSACHUSETTS AVE 400175 | CAMBRIDGE | MA | 02140 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| EVKIDS INC | ||||||||
| 218 ADAMS STREET 220502 | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| FAMILY ACCESS OF NEWTON | ||||||||
| 492 WALTHAM STREET | WEST NEWTON | MA | 02465 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| FOUND IN TRANSLATION | ||||||||
| 1532B DORCHESTER AVE | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| FRIDAY NIGHT SUPPER PROGRAM | ||||||||
| 351 BOYLSTON STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| FRIENDS OF BELLE ISLE MARSH | ||||||||
| PO BOX 575 | BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| FRIENDS OF THE PUBLIC GARDEN | ||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HARVARD STREET NEIGHBORHOOD HEALTH CENTER | ||||||||
| 632 BLUE HILL AVENUE | DORCHESTER | MA | 02021 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| HOPE AND COMFORT | ||||||||
| 659 HIGHLAND AVENUE | NEEDHAM | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSE | $24,000 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE | ||||||||
| 1626 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| JEREMIAH PROGRAM BOSTON | ||||||||
| 1 APPLETON STREET SUITE 201 | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| JUST A START | ||||||||
| 1035 CAMBRIDGE STREET SUITE 12 | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| LEVEL GROUND MIXED MARTIAL ARTS | ||||||||
| PO BOX 220676 | BOSTON | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| MASS INSIGHT EDUCATION & RESEARCH | ||||||||
| 6 LIBERTY SQUARE STE 6050 | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| MASS MENTORING PARTNERSHIP | ||||||||
| 75 KNEELAND STREET 11TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| MASSACHUSETTS IMMIGRANT & REFUGEE ADVOCACY COALITION (MIRA) | ||||||||
| 69 CANAL STREET 3RD FLOOR | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $24,000 | |
| MOUNT WASHINGTON OBSERVATORY | ||||||||
| PO BOX 23102779 WHITE MOUNTAIN | NORTH CONWAY | NH | 03860 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | HIGHWAY |
| MUJERES UNIDAS AVANZANDO | ||||||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| NATIONAL CONSUMER LAW CENTER | ||||||||
| 7 WINTHROP SQUARE | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| NEIGHBORHOOD HOUSE CHARTER SCHOOL | ||||||||
| 21 QUEEN STREET | DORCHESTER | MA | 02461 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | |
| NEIGHBORHOOD VILLAGES | ||||||||
| 64 SIGOURNEY STREET | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | |
| NEW ENGLAND INNOCENCE PROJECT | ||||||||
| 1035 CAMBRIDGE STREET STE 28A | CAMBRIDGE | MA | 02141 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| NURTURY INC | ||||||||
| 2201 WASHINGTON STREET STE 306 | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| OCEAN ALLIANCE | ||||||||
| 32 HORTON STREET | GLOUCESTER | MA | 01930 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| OCEAN DISCOVERY LEAGUE | ||||||||
| PO BOX 182 | SAUNDERSTOWN | RI | 02874 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| OLD NORTH FOUNDATION OF BOSTON DBA OLD NORTH ILLUMINATED | ||||||||
| 193 SALEM STREET | BOSTON | MA | 02113 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| ONE CAN HELP | ||||||||
| PO BOX 55 | NEWTON | MA | 02468 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| ONE FAMILY INC | ||||||||
| 423 WEST BROADWAY SUITE 402 | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| PAIR PROJECT | ||||||||
| 98 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | 106 |
| PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| PRISON BOOK PROGRAM INC | ||||||||
| 1306 HANCOCK STREET SUITE 100 | QUINCY | MA | 02169 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| PROJECT BREAD - THE WALK FOR HUNGER INC | ||||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| PUPPET SHOWPLACE THEATRE | ||||||||
| 32 STATION STREET | BROOKLINE | MA | 02445 | NOT RELATED | PC | EXEMPT PURPOSE | $44,000 | |
| ROCA INC | ||||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| ROXBURY STONE HOUSE | ||||||||
| PO BOX 300039 | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| SAMARITANS INC | ||||||||
| 41 WEST STREET 4TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS | ||||||||
| 100 LAUREL STREET SUITE 121 | EAST BRIDGEWATER | MA | 02333 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| SCIENCE CLUB FOR GIRLS | ||||||||
| 210 BROADWAY SUITE 201 | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| SCIENCE FROM SCIENTISTS | ||||||||
| 16 TOWER OFFICE PARK | WOBURN | MA | 01801 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| SMART FROM THE START INC | ||||||||
| 68 ANNUNCIATION ROAD | BOSTON | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| SOCIEDAD LATINA | ||||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| SPOONFULS INC | ||||||||
| 189 WELLS AVE SUITE 100 | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| ST FRANCIS HOUSE | ||||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| STEPPINGSTONE FOUNDATION INC | ||||||||
| ONE APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| TEACH FOR AMERICA - MASSACHUSETTS | ||||||||
| 50 MILK STREET | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| THE LOOP LAB INC | ||||||||
| 99 BISHOP ALLEN DRIVE UNIT 25 | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| THE PETEY GREENE PROGRAM | ||||||||
| 45 PROSPECT STREET | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| THE WILY NETWORK | ||||||||
| 189 WELLS AVENUE SUITE 301 | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| THEATREZONE DBA APOLLINAIRE THEATRE COMPANY | ||||||||
| 100 CAPTAINS ROW 306 | CHELSEA | MA | 02150 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| THINKGIVE | ||||||||
| PO BOX 92 | CONCORD | MA | 01742 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| URBAN FARMING INSTITUTE OF BOSTON INC | ||||||||
| 487R NORFOLK STREET | MATTAPAN | MA | 02126 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| USS CONSTITUTION MUSEUM FOUNDATION INC | ||||||||
| PO BOX 1812BUILDING 22 CHARLESTOWN | BOSTON | MA | 02129 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | NAVY YARD |
| WBUR (TRUSTEES OF BOSTON UNIVERSITY) | ||||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| WOMEN'S LUNCH PLACE INC | ||||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| WORCESTER NATURAL HISTORY SOCIETY DBA ECOTARIUM | ||||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| YOUNG PEOPLE'S PROJECT | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| ZUMIX | ||||||||
| 260 SUMMER STREET | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,205,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAMARITANS INC | |||||||
| 41 WEST STREET 4TH FLOOR | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| WORCESTER NATURAL HISTORY SOCIETY DBA ECOTARIUM | |||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NOT RELATED | PC | EXEMPT PURPOSE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $125,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,810 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,061,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,233,931 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PARTNERSHIP RETURN OF CAPITAL | $101,063 |
| EXPENSE REIMBURSEMENT | $255 |
| CITC REFUND | $6,245 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,547,467 | ExclusionAmt |
| Related Or Exempt Function Incm | $107,563 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,655,030 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | PARTNERSHIP RETURN OF CAPITAL |
| 11B | EXPENSE REIMBURSEMENT |
| 11C | CITC REFUND |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $50,674,547 | EOYBookValueAmt |
| EOYFMV | $50,674,547 | 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 | $2,572,573 | BookValueAmt |
| EOYFMV | $2,572,573 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS INSURANCE | $3,007 | $0 | $3,007 |
| COMPUTER & IT SUPPORT | $2,511 | $0 | $2,511 |
| DUES AND SUBSCRIPTIONS | $387 | $0 | $387 |
| K-1 CHARITABLE CONTRIBUTIONS | $0 | $0 | $13 |
| MASS FILING FEE | $500 | $0 | $500 |
| MEMBERSHIP DUES | $8,145 | $0 | $8,145 |
| OFFICE SUPPLIES | $930 | $0 | $930 |
| OTHER EXPENSES | $99 | $0 | $99 |
| PARTNERSHIPS DEDUCTIONS | $0 | $33,133 | $0 |
| POSTAGE/SHIPPING | $602 | $0 | $602 |
| MEALS AND ENTERTAINMENT | $101 | $0 | $101 |
| BANK CHARGES | $549 | $0 | $549 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP OTHER INCOME | $0 | -$287 | $0 |
| PARTNERSHIP RETURN OF CAPITAL | $101,063 | $101,063 | |
| EXPENSE REIMBURSEMENT | $255 | $255 | |
| CITC REFUND | $6,245 | $6,245 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $3,429,709 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - FIDUCIARY TR | $215,009 | $215,009 | $0 |
| CABOT WELLINGTON LLC | $194,000 | $0 | $194,000 |
| FIDUCIARY TAX LETTER FEE | $490 | $0 | $490 |
| PAYROLL & 401K ADMIN FEES | $3,397 | $0 | $3,397 |
| ADR FEES | $0 | $1,792 | $0 |
| INVESTMENT FEES - MUZINICH | $0 | $6,749 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID FIDUCIARY | $35,476 | $35,476 | $0 |
| PAYROLL TAX | $10,360 | $0 | $10,360 |
| K-1 STATE TAX WITHHOLDINGS | $3,479 | $3,640 | $0 |
| FEDERAL EXCISE TAX | $10,000 | $0 | $0 |