2025-10-14T18:40:55-05:00 2024-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2024-01-01 046036446 THE CABOT FAMILY CHARITABLE TRUST CABO 6174511744 22 BATTERYMARCH ST FLOOR 2 BOSTON MA 02109 ELIZABETH LYNCH EXECUTIVE DIRECTOR 6174511744 2025-10-14 1 1 MICHAEL J ROWE CPA P00535831 6174399700 2025-10-14 2024 2025-03-06 01:10:19Z X 55761187 X X 251810 217807 1061726 1169820 1233931 14611279 1321490 107563 -287 2655030 2708830 130690 0 130690 18248 0 18248 6200 0 6200 10600 0 10600 412896 223550 197887 59315 39116 10360 1515 0 1515 1520 0 1520 16831 33133 16844 657815 295799 393864 2205000 2205000 2862815 295799 2598864 -207785 2413031 183409 221646 221646 2202974 2292421 2292421 47624197 50674547 50674547 2528683 2572573 2572573 52539263 55761187 55761187 0 0 X 52539263 55761187 52539263 55761187 52539263 55761187 52539263 -207785 3429709 55761187 0 55761187 FIDUCIARY TRUST 1099 #9309 P 14465546 13287311 1178235 1178235 PARTNERSHIP ST GAINS P 666 666 666 PARTNERSHIP LT GAINS P 89371 89371 89371 PARTNERSHIP QSBS EXCLUSION P 2478 -2478 -2478 CAPITAL GAINS DIVIDENDS P 55696 55696 55696 1321490 33541 0 33541 0 33541 33895 0 20000 0 53895 X 0 20354 20354 0 0 0 0 0 0 0 0 1 1 1 0 1 1 MA 1 0 0 0 0 1 WWW.CABOTFAMILYTRUST.ORG CABOT-WELLINGTON LLC 6174511744 22 BATTERYMARCH ST FLOOR 2 BOSTON MA 02109 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 130690 17648 600 JOHN R CABOT AS OF 112024 22 BATTERYMARCH ST FLOOR 2 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NONE 0 FIDUCIARY TRUST COMPANY PO BOX 55806 BOSTON MA 022055806 INVESTMENT ADVISORS 215009 CABOT-WELLINGTON LLC 22 BATTERYMARCH ST FLOOR 2 BOSTON MA 02109 ADMINSTRATION SVCS 194000 0 0 48711842 3230621 3259696 55202159 0 0 55202159 828032 54374127 2718706 2718706 33541 2219 35760 2682946 0 2682946 0 2682946 2598864 0 2598864 2682946 282608 0 0 2598864 282608 0 0 2316256 0 0 0 0 0 0 0 0 366690 0 0 0 X ELIZABETH LYNCH 22 BATTERYMARCH ST FLOOR 2 BOSTON MA 02109 6174511744 AN ON-LINE APPLICATION IS AVAILABLE AT WWWW.CABOTFAMILYTRUST.ORG. FEBRUARY 1ST & SEPTEMBER 1ST PLEASE REFER TO GRANT PROGRAM POLICY AND REVIEW CRITERIA ATTACHED. ABOUT FRESH FRESH TRUCK 57 MAGAZINE STREET BOSTON MA 02119 NOT RELATED PC EXEMPT PURPOSE 30000 ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE STREET CAMBRIDGE MA 02141 NOT RELATED PC EXEMPT PURPOSE 15000 AERO CLUB OF NEW ENGLAND 200 HANSCOM DRIVE BOX 27 BEDFORD MA 01730 NOT RELATED PC EXEMPT PURPOSE 10000 APPRENTICE LEARNING PO BOX 3000-68 JAMAICA PLAIN MA 02130 NOT RELATED PC EXEMPT PURPOSE 25000 ARTISTS FOR HUMANITY INC 100 WEST SECOND STREET SOUTH BOSTON MA 02127 NOT RELATED PC EXEMPT PURPOSE 25000 ARTS FOR LEARNING MASS INC 89 SOUTH STREET SUITE 603 BOSTON MA 02111 NOT RELATED PC EXEMPT PURPOSE 30000 BOSTON CASA 85 MERRIMAC STREET SUITE 401 BOSTON MA 02114 NOT RELATED PC EXEMPT PURPOSE 25000 BOSTON CHILDREN'S CHORUS 33 ARCH STREET 17TH FLOOR BOSTON MA 02110 NOT RELATED PC EXEMPT PURPOSE 30000 BOSTON OUTDOOR PRESCHOOL NETWORK 11 DELFORD STREET BOSTON MA 02131 NOT RELATED PC EXEMPT PURPOSE 24000 BRIDGE OVER TROUBLED WATERS INC 47 WEST STREET BOSTON MA 02111 NOT RELATED PC EXEMPT PURPOSE 50000 CAMPUS WITHOUT WALLS 125 WELLINGTON HILL STREET BOSTON MA 02126 NOT RELATED PC EXEMPT PURPOSE 35000 CHILDREN'S ADVOCACY CENTER OF SUFFOLK COUNTY 989 COMMONWEALTH AVENUE BOSTON MA 02215 NOT RELATED PC EXEMPT PURPOSE 25000 CIRCLE OF HOPE INC 1329 HIGHLAND AVE NEEDHAM MA 02492 NOT RELATED PC EXEMPT PURPOSE 25000 CODMAN SQUARE HEALTH CENTER 637 WASHINGTON STREET DORCHESTER MA 02124 NOT RELATED PC EXEMPT PURPOSE 48000 COMMONWEALTH ZOOLOGICAL CORPORATION DBA ZOO NEW ENGLAND 1 FRANKLIN PARK ROAD BOSTON MA 02121 NOT RELATED PC EXEMPT PURPOSE 25000 COMMUNITY BOATING 21 DAVID G MUGAR WAY BOSTON MA 02114 NOT RELATED PC EXEMPT PURPOSE 15000 COMMUNITY SERVINGS 179 AMORY STREET JAMAICA PLAIN MA 02130 NOT RELATED PC EXEMPT PURPOSE 50000 COURAGEOUS SAILING 197 8TH STREET CHARLESTOWN MA 02129 NOT RELATED PC EXEMPT PURPOSE 20000 DE NOVO (FORMERLY CLSACC) 47 THORNDIKE STREET SUITE SB-LL-1 CAMBRIDGE MA 02141 NOT RELATED PC EXEMPT PURPOSE 25000 DISCOVERING JUSTICE 1 COURTHOUSE WAY SUITE 3120 BOSTON MA 02210 NOT RELATED PC EXEMPT PURPOSE 20000 ECUMENICAL SOCIAL ACTION COMMITTEE INC (ESAC) 434 JAMAICAWAY JAMAICA PLAIN MA 02130 NOT RELATED PC EXEMPT PURPOSE 15000 EDVESTORS 142 BERKELEY STREET STE 410 BOSTON MA 02115 NOT RELATED PC EXEMPT PURPOSE 25000 ELIZABETH PEABODY HOUSE 275-277 BROADWAY SOMERVILLE MA 02145 NOT RELATED PC EXEMPT PURPOSE 15000 ELLIS EARLY LEARNING 58 BERKELEY STREET BOSTON MA 02116 NOT RELATED PC EXEMPT PURPOSE 26000 ESSENTIAL PARTNERS INC 1953 MASSACHUSETTS AVE 400175 CAMBRIDGE MA 02140 NOT RELATED PC EXEMPT PURPOSE 20000 EVKIDS INC 218 ADAMS STREET 220502 DORCHESTER MA 02122 NOT RELATED PC EXEMPT PURPOSE 15000 FAMILY ACCESS OF NEWTON 492 WALTHAM STREET WEST NEWTON MA 02465 NOT RELATED PC EXEMPT PURPOSE 50000 FOUND IN TRANSLATION 1532B DORCHESTER AVE DORCHESTER MA 02122 NOT RELATED PC EXEMPT PURPOSE 25000 FRIDAY NIGHT SUPPER PROGRAM 351 BOYLSTON STREET BOSTON MA 02116 NOT RELATED PC EXEMPT PURPOSE 10000 FRIENDS OF BELLE ISLE MARSH PO BOX 575 BOSTON MA 02128 NOT RELATED PC EXEMPT PURPOSE 15000 FRIENDS OF THE PUBLIC GARDEN 69 BEACON STREET BOSTON MA 02108 NOT RELATED PC EXEMPT PURPOSE 5000 HARVARD STREET NEIGHBORHOOD HEALTH CENTER 632 BLUE HILL AVENUE DORCHESTER MA 02021 NOT RELATED PC EXEMPT PURPOSE 50000 HOPE AND COMFORT 659 HIGHLAND AVENUE NEEDHAM MA 02494 NOT RELATED PC EXEMPT PURPOSE 24000 IMMIGRANT FAMILY SERVICES INSTITUTE 1626 BLUE HILL AVENUE MATTAPAN MA 02126 NOT RELATED PC EXEMPT PURPOSE 50000 JEREMIAH PROGRAM BOSTON 1 APPLETON STREET SUITE 201 BOSTON MA 02116 NOT RELATED PC EXEMPT PURPOSE 20000 JUST A START 1035 CAMBRIDGE STREET SUITE 12 CAMBRIDGE MA 02141 NOT RELATED PC EXEMPT PURPOSE 25000 LEVEL GROUND MIXED MARTIAL ARTS PO BOX 220676 BOSTON MA 02122 NOT RELATED PC EXEMPT PURPOSE 30000 MASS INSIGHT EDUCATION & RESEARCH 6 LIBERTY SQUARE STE 6050 BOSTON MA 02109 NOT RELATED PC EXEMPT PURPOSE 25000 MASS MENTORING PARTNERSHIP 75 KNEELAND STREET 11TH FLOOR BOSTON MA 02111 NOT RELATED PC EXEMPT PURPOSE 35000 MASSACHUSETTS IMMIGRANT & REFUGEE ADVOCACY COALITION (MIRA) 69 CANAL STREET 3RD FLOOR BOSTON MA 02114 NOT RELATED PC EXEMPT PURPOSE 24000 MOUNT WASHINGTON OBSERVATORY PO BOX 23102779 WHITE MOUNTAIN HIGHWAY NORTH CONWAY NH 03860 NOT RELATED PC EXEMPT PURPOSE 35000 MUJERES UNIDAS AVANZANDO 54 CLAYTON STREET DORCHESTER MA 02122 NOT RELATED PC EXEMPT PURPOSE 25000 NATIONAL CONSUMER LAW CENTER 7 WINTHROP SQUARE BOSTON MA 02110 NOT RELATED PC EXEMPT PURPOSE 15000 NEIGHBORHOOD HOUSE CHARTER SCHOOL 21 QUEEN STREET DORCHESTER MA 02461 NOT RELATED PC EXEMPT PURPOSE 40000 NEIGHBORHOOD VILLAGES 64 SIGOURNEY STREET JAMAICA PLAIN MA 02130 NOT RELATED PC EXEMPT PURPOSE 40000 NEW ENGLAND INNOCENCE PROJECT 1035 CAMBRIDGE STREET STE 28A CAMBRIDGE MA 02141 NOT RELATED PC EXEMPT PURPOSE 25000 NURTURY INC 2201 WASHINGTON STREET STE 306 ROXBURY MA 02119 NOT RELATED PC EXEMPT PURPOSE 35000 OCEAN ALLIANCE 32 HORTON STREET GLOUCESTER MA 01930 NOT RELATED PC EXEMPT PURPOSE 30000 OCEAN DISCOVERY LEAGUE PO BOX 182 SAUNDERSTOWN RI 02874 NOT RELATED PC EXEMPT PURPOSE 25000 OLD NORTH FOUNDATION OF BOSTON DBA OLD NORTH ILLUMINATED 193 SALEM STREET BOSTON MA 02113 NOT RELATED PC EXEMPT PURPOSE 25000 ONE CAN HELP PO BOX 55 NEWTON MA 02468 NOT RELATED PC EXEMPT PURPOSE 25000 ONE FAMILY INC 423 WEST BROADWAY SUITE 402 BOSTON MA 02127 NOT RELATED PC EXEMPT PURPOSE 20000 PAIR PROJECT 98 NORTH WASHINGTON STREET SUITE 106 BOSTON MA 02114 NOT RELATED PC EXEMPT PURPOSE 15000 PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 NOT RELATED PC EXEMPT PURPOSE 35000 PRISON BOOK PROGRAM INC 1306 HANCOCK STREET SUITE 100 QUINCY MA 02169 NOT RELATED PC EXEMPT PURPOSE 25000 PROJECT BREAD - THE WALK FOR HUNGER INC 145 BORDER STREET BOSTON MA 02128 NOT RELATED PC EXEMPT PURPOSE 20000 PUPPET SHOWPLACE THEATRE 32 STATION STREET BROOKLINE MA 02445 NOT RELATED PC EXEMPT PURPOSE 44000 ROCA INC 101 PARK STREET CHELSEA MA 02150 NOT RELATED PC EXEMPT PURPOSE 50000 ROXBURY STONE HOUSE PO BOX 300039 JAMAICA PLAIN MA 02130 NOT RELATED PC EXEMPT PURPOSE 25000 SAMARITANS INC 41 WEST STREET 4TH FLOOR BOSTON MA 02111 NOT RELATED PC EXEMPT PURPOSE 25000 SCHOOL ON WHEELS OF MASSACHUSETTS 100 LAUREL STREET SUITE 121 EAST BRIDGEWATER MA 02333 NOT RELATED PC EXEMPT PURPOSE 15000 SCIENCE CLUB FOR GIRLS 210 BROADWAY SUITE 201 CAMBRIDGE MA 02139 NOT RELATED PC EXEMPT PURPOSE 20000 SCIENCE FROM SCIENTISTS 16 TOWER OFFICE PARK WOBURN MA 01801 NOT RELATED PC EXEMPT PURPOSE 20000 SMART FROM THE START INC 68 ANNUNCIATION ROAD BOSTON MA 02120 NOT RELATED PC EXEMPT PURPOSE 25000 SOCIEDAD LATINA 1530 TREMONT STREET ROXBURY MA 02120 NOT RELATED PC EXEMPT PURPOSE 25000 SPOONFULS INC 189 WELLS AVE SUITE 100 NEWTON MA 02459 NOT RELATED PC EXEMPT PURPOSE 15000 ST FRANCIS HOUSE 39 BOYLSTON STREET BOSTON MA 02116 NOT RELATED PC EXEMPT PURPOSE 30000 STEPPINGSTONE FOUNDATION INC ONE APPLETON STREET 4TH FLOOR BOSTON MA 02116 NOT RELATED PC EXEMPT PURPOSE 20000 TEACH FOR AMERICA - MASSACHUSETTS 50 MILK STREET BOSTON MA 02109 NOT RELATED PC EXEMPT PURPOSE 30000 THE LOOP LAB INC 99 BISHOP ALLEN DRIVE UNIT 25 CAMBRIDGE MA 02139 NOT RELATED PC EXEMPT PURPOSE 35000 THE PETEY GREENE PROGRAM 45 PROSPECT STREET CAMBRIDGE MA 02139 NOT RELATED PC EXEMPT PURPOSE 20000 THE WILY NETWORK 189 WELLS AVENUE SUITE 301 NEWTON MA 02459 NOT RELATED PC EXEMPT PURPOSE 20000 THEATREZONE DBA APOLLINAIRE THEATRE COMPANY 100 CAPTAINS ROW 306 CHELSEA MA 02150 NOT RELATED PC EXEMPT PURPOSE 25000 THINKGIVE PO BOX 92 CONCORD MA 01742 NOT RELATED PC EXEMPT PURPOSE 20000 URBAN FARMING INSTITUTE OF BOSTON INC 487R NORFOLK STREET MATTAPAN MA 02126 NOT RELATED PC EXEMPT PURPOSE 25000 USS CONSTITUTION MUSEUM FOUNDATION INC PO BOX 1812BUILDING 22 CHARLESTOWN NAVY YARD BOSTON MA 02129 NOT RELATED PC EXEMPT PURPOSE 25000 WBUR (TRUSTEES OF BOSTON UNIVERSITY) 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 NOT RELATED PC EXEMPT PURPOSE 40000 WGBH EDUCATIONAL FOUNDATION ONE GUEST STREET BOSTON MA 02135 NOT RELATED PC EXEMPT PURPOSE 50000 WOMEN'S LUNCH PLACE INC 67 NEWBURY STREET BOSTON MA 02116 NOT RELATED PC EXEMPT PURPOSE 10000 WORCESTER NATURAL HISTORY SOCIETY DBA ECOTARIUM 222 HARRINGTON WAY WORCESTER MA 01604 NOT RELATED PC EXEMPT PURPOSE 50000 YOUNG PEOPLE'S PROJECT 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 NOT RELATED PC EXEMPT PURPOSE 25000 ZUMIX 260 SUMMER STREET EAST BOSTON MA 02128 NOT RELATED PC EXEMPT PURPOSE 25000 2205000 SAMARITANS INC 41 WEST STREET 4TH FLOOR BOSTON MA 02111 NOT RELATED PC EXEMPT PURPOSE 25000 WORCESTER NATURAL HISTORY SOCIETY DBA ECOTARIUM 222 HARRINGTON WAY WORCESTER MA 01604 NOT RELATED PC EXEMPT PURPOSE 100000 125000 14 251810 14 1061726 18 1233931 PARTNERSHIP RETURN OF CAPITAL 101063 EXPENSE REIMBURSEMENT 255 CITC REFUND 6245 0 2547467 107563 2655030 11A PARTNERSHIP RETURN OF CAPITAL 11B EXPENSE REIMBURSEMENT 11C CITC REFUND 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10600 0 10600 INVESTMENTS 50674547 50674547 LIMITED PARTNERSHIP FMV 2572573 2572573 LEGAL FEES 6200 0 6200 BUSINESS INSURANCE 3007 0 3007 COMPUTER & IT SUPPORT 2511 0 2511 DUES AND SUBSCRIPTIONS 387 0 387 K-1 CHARITABLE CONTRIBUTIONS 0 0 13 MASS FILING FEE 500 0 500 MEMBERSHIP DUES 8145 0 8145 OFFICE SUPPLIES 930 0 930 OTHER EXPENSES 99 0 99 PARTNERSHIPS DEDUCTIONS 0 33133 0 POSTAGE/SHIPPING 602 0 602 MEALS AND ENTERTAINMENT 101 0 101 BANK CHARGES 549 0 549 PARTNERSHIP OTHER INCOME 0 -287 0 PARTNERSHIP RETURN OF CAPITAL 101063 101063 EXPENSE REIMBURSEMENT 255 255 CITC REFUND 6245 6245 CHANGE IN UNREALIZED GAINS/LOSSES 3429709 INVESTMENT FEES - FIDUCIARY TR 215009 215009 0 CABOT WELLINGTON LLC 194000 0 194000 FIDUCIARY TAX LETTER FEE 490 0 490 PAYROLL & 401K ADMIN FEES 3397 0 3397 ADR FEES 0 1792 0 INVESTMENT FEES - MUZINICH 0 6749 0 FOREIGN TAXES PAID FIDUCIARY 35476 35476 0 PAYROLL TAX 10360 0 10360 K-1 STATE TAX WITHHOLDINGS 3479 3640 0 FEDERAL EXCISE TAX 10000 0 0