Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
THE VIRGINIA WELLINGTON CABOT FOUNDATION
C/O CABOT-WELLINGTON LLC
Number and street (or P.O. box number if mail is not delivered to street address)22 BATTERYMARCH ST 2ND FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6728351
B Telephone number (see instructions)

(617) 451-1744
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$39,660,558J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 60,145 71,166  
4 Dividends and interest from securities... 1,219,831 618,757  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,631,599
b Gross sales price for all assets on line 6a 11,683,141
7 Capital gain net income (from Part IV, line 2)... 2,046,807
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,911,575 2,736,730  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 495 0   495
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,945 0   7,945
c Other professional fees (attach schedule).... Click to see attachment 402,037 622,619   162,228
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 88,000 38,850   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 21,086 0   21,086
21 Travel, conferences, and meetings....... 17,806 0   17,806
22 Printing and publications.......... 2,440 0   2,440
23 Other expenses (attach schedule)....... Click to see attachment 4,016 287,529   4,115
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 543,825 948,998   216,115
25 Contributions, gifts, grants paid....... 1,422,787 1,422,787
26 Total expenses and disbursements. Add lines 24 and 25 1,966,612 948,998   1,638,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,944,963
b Net investment income (if negative, enter -0-) 1,787,732
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 251,781 128,193 128,193
2 Savings and temporary cash investments......... 1,433,398 1,669,836 1,669,836
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,184,752 Click to see attachment20,084,883 20,084,883
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 20,595,935 Click to see attachment17,777,640 17,777,646
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,465,866 39,660,552 39,660,558
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 35,465,866 39,660,552
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 35,465,866 39,660,552
30 Total liabilities and net assets/fund balances (see instructions). 35,465,866 39,660,552
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
35,465,866
2
Enter amount from Part I, line 27a .....................
2
1,944,963
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,249,723
4
Add lines 1, 2, and 3 ..........................
4
39,660,552
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,660,552
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FIDELITY 2839 - ST INVESTMENTS P    
b FIDELITY 2839 - LT INVESTMENTS P    
c FIDELITY 7062 - ST INVESTMENTS P    
d FIDELITY 7062 - LT INVESTMENTS P    
e GMO BENCHMARK P    
CW REAL ESTATE FUND I P    
CW VENTURE FUND III P    
PASSTHRU - ST GAINS/LOSSES P    
PASSTHRU - LT GAINS/LOSSES P    
PASSTHRU - SEC 1231 GAINS P    
SANDERSON INTERNATIONAL VALUE FUND P    
CW HEDGE 2 FEEDER P    
CW HEDGE 1 FEEDER P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,065,382   3,500,000 -434,618
b 1,317,844   1,320,030 -2,186
c 230,942   228,151 2,791
d 110,000   109,075 925
e 1,508,733   1,549,315 -40,582
14,241   14,912 -671
100,318   71,999 28,319
    41,145 -41,145
1,454,179     1,454,179
81,596     81,596
2,761,165   2,801,707 -40,542
455,942     455,942
267,171     267,171
315,628     315,628
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -434,618
b       -2,186
c       2,791
d       925
e       -40,582
      -671
      28,319
      -41,145
      1,454,179
      81,596
      -40,542
      455,942
      267,171
      315,628
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,046,807
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 1,809,320 25,059,138 0.072202
2017 1,634,854 36,019,681 0.045388
2016 1,829,487 32,294,676 0.056650
2015 1,919,840 34,045,604 0.056390
2014 1,773,924 35,466,803 0.050016
2
Total of line 1, column (d) .....................
2
0.280646
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.056129
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
34,957,943
5
Multiply line 4 by line 3......................
5
1,962,154
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
17,877
7
Add lines 5 and 6........................
7
1,980,031
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,638,902
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 35,755
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 35,755
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 35,755
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 88,656
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 188,656
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 152,901
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet50,000 RefundedBullet 11 102,901
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletCABOTWELLINGTON.COM
    14
    The books are in care ofbulletJOAN WHELTON EXEC DIR Telephone no.bullet (617) 451-1744

    Located atbullet22 BATTERYMARCH ST 2ND FLOORBOSTONMA ZIP+4bullet02109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HELEN C MCCARTHY CHAIRPERSON
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    JOAN M WHELTON EXECUTIVE DIRECTOR
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    BRYAN MCCARTHY TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    SUZANNE CABOT TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    KATARINA BULICH TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    MOORS MYERS TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    CHRISTINA CABOT-JONES TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    AIDAN FITGERALD TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    KATHLEEN FITZGERALD TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    DIANE SCANLON TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    PERE SELLES TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    FIONA SCANLON-BLACK TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FIDELITY INVESTMENTS SERVICES FEES 382,810
    PO BOX 28019
    ALBUQUERQUE,NM871258019
    CABOT-WELLINGTON LLC INVESTMENT SERVICES 239,809
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    CABOT-WELLINGTON LLC ADMINISTRATIVE 143,000
    22 BATTERYMARCH ST 2ND FLOOR
    BOSTON,MA02109
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    33,738,518
    b
    Average of monthly cash balances.......................
    1b
    1,751,779
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,490,297
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    35,490,297
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    532,354
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,957,943
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,747,897
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,747,897
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    35,755
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
    6,867
    c
    Add lines 2a and 2b............................
    2c
    42,622
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,705,275
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,705,275
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,705,275
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,638,902
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,638,902
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,638,902
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 1,705,275
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018...... 63,901
    fTotal of lines 3a through e........ 63,901
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,638,902
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 1,638,902
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 63,901 63,901
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		2,472
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOAN WHELTON
    22 BATTERYMARCH STREET 2ND FLOOR
    BOSTON,MA02109
    (617) 451-1744
    JWHELTON@CABOTWELLINGTON.COM
    bThe form in which applications should be submitted and information and materials they should include:
    REFER TO WEBSITE HTTPS://CABOTWELLINGTON.COM/PHILANTHROPY/VIRGINIA-WELLINGTON-CABOT-FOUNDATIO N/
    cAny submission deadlines:
    APPLICATION DEADLINES ARE FEBRUARY 23 AND AUGUST 10.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION IS A PRIVATE FAMILY FOUNDATION CREATED IN 1992 BY TOM AND VIRGINIA CABOT. IT WAS THEIR WISH THAT THIS FOUNDATION WOULD BE THE INSTRUMENT THROUGH WHICH THEIR DESCENDANTS COULD ACTIVELY PARTICIPATE IN CARRYING ON THEIR TRADITION OF TRYING TO HELP MAKE THIS A BETTER WORLD. THE FOUNDATION HAS ESTABLISHED A GIVING POLICY GUIDED AS MUCH BY THE DEGREE OF PERSONAL VOLUNTEER COMMITMENT AS BY SUBJECT MATTER. BENEFICIARIES OF THE FOUNDATION TYPICALLY CONSIST OF ORGANIZATIONS KNOWN TO AND SPONSORED BY THE DESCENDANTS OF TOM AND VIRGINIA CABOT. THE FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. ALL GRANT REQUESTS MUST BE SPONSORED BY A FAMILY MEMBER AND ARE THEREFORE BY INVITATION ONLY.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALL FAITHS FOOD BANK
    8171 BLAIKIE COURT
    SARASOTA,FL34240     		NOT RELATED PC EXEMPT PURPOSE 500
    ALLIANCE FOR GLOBAL JUSTICE
    225 E 26TH ST 1
    TUCSON,AZ85713     		NOT RELATED PC EXEMPT PURPOSE 5,000
    AMERICAN ACADEMY OF ARTS & SCIENCES
    136 IRVING ST
    CAMBRIDGE,MA02138     		NOT RELATED PC EXEMPT PURPOSE 20,000
    AMERICAN CENTER OF ORIENTAL RESEARCH
    209 COMMERCE STREET
    ALEXANDRIA,VA223142909     		NOT RELATED PC EXEMPT PURPOSE 200
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221     		NOT RELATED PC EXEMPT PURPOSE 200
    AMERICAN NEAR EAST REFUGEE AID
    1111 14TH STREET NW 400
    WASHINGTON,DC20005     		NOT RELATED PC EXEMPT PURPOSE 400
    APPRENTICE LEARNING INC
    PO BOX 300068
    JAMAICA PLAIN,MA02130     		NOT RELATED PC EXEMPT PURPOSE 15,500
    AUXILIARY OF PORTER MEDICAL CENTER INC
    115 PORTER DR
    MIDDLEBURY,VT05753     		NOT RELATED PC EXEMPT PURPOSE 250
    BEVERLY BOOTSTRAPS
    35 PARK STREET
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 500
    BOSTON LYRIC OPERA COMPANY
    133 FEDERAL STREET SUITE 800
    BOSTON,MA02110     		NOT RELATED PC EXEMPT PURPOSE 10,000
    BROOKWOOD SCHOOL INCORPORATED
    1 BROOKWOOD RD
    MANCHESTER,MA01944     		NOT RELATED PC EXEMPT PURPOSE 1,000
    BROWNING SCHOOL
    52 E 62ND ST
    NEW YORK,NY10065     		NOT RELATED PC EXEMPT PURPOSE 200
    BRUNSWICK SCHOOL INC
    100 MAHER AVE
    GREENWICH,CT06830     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CARE
    151 ELLIS STREET NE
    ATLANTA,GA30303     		NOT RELATED PC EXEMPT PURPOSE 25,000
    C-10 RESEARCH & EDUCATION FOUNDATION INC
    44 MERRIMAC ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CALIFORNIANS AGAINST WASTE FOUNDATION
    921 11TH STREET SUITE 420
    SACRAMENTO,CA95814     		NOT RELATED PC EXEMPT PURPOSE 25,000
    CAMDEN CONFERENCE
    PO BOX 882
    CAMDEN,ME04843     		NOT RELATED PC EXEMPT PURPOSE 15,000
    CAMP ONDESSONK
    3760 ONDESSONK RD
    OZARK,IL62972     		NOT RELATED PC EXEMPT PURPOSE 10,000
    CAPE COD ACADEMY INC
    50 OSTERVILLE WEST BARNSTABLE RD
    OSTERVILLE,MA02655     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CAPE COD LIGHTHOUSE CHARTER SCHOOL INC
    195 ROUTE 137
    HARWICH,MA02645     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CATO INSTITUTE
    1000 MASSACHUSETTS AVE NW
    WASHINGTON,DC200015403     		NOT RELATED PC EXEMPT PURPOSE 200
    CENTURY ASSOCIATION ARCHIVES FOUNDATION
    7 WEST 43D STREET
    NEW YORK,NY10036     		NOT RELATED PC EXEMPT PURPOSE 200
    CHAPEL HILL-CHAUNCY HALL SCHOOL
    785 BEAVER ST
    WALTHAM,MA02452     		NOT RELATED PC EXEMPT PURPOSE 18,000
    CHARTER HOUSE COALITION
    27 N PLEASANT ST
    MIDDLEBURY,VT05753     		NOT RELATED PC EXEMPT PURPOSE 500
    CHILDRENS GUARDIAN FUND INC
    PO BOX 49722
    SARASOTA,FL34230     		NOT RELATED PC EXEMPT PURPOSE 15,000
    COACHING FOR CHANGE INC
    427 WINTHROP ST
    TAUNTON,MA02780     		NOT RELATED PC EXEMPT PURPOSE 15,000
    COLLATERAL REPAIR PROJECT
    PO BOX 23146
    BROOKLYN,NY11202     		NOT RELATED PC EXEMPT PURPOSE 15,000
    COLUMBIA UNIVERSITY
    622 WEST 113TH STREET MAIL CODE
    4524
    NEW YORK,NY10025     		NOT RELATED PC EXEMPT PURPOSE 10,000
    COMMONWEAL
    PO BOX316
    BOLINAS,CA94924     		NOT RELATED PC EXEMPT PURPOSE 2,000
    COMPREHENSIVE ALCOHOLISM REHAB PROGRAM
    5410 EAST AVENUE
    WEST PALM BEACH,FL33407     		NOT RELATED PC EXEMPT PURPOSE 20,000
    CORAL RESTORATION FOUNDATION
    5 SEAGATE BLVD
    KEY LARGO,FL33037     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CULTIVATING COMMUNITY
    62 ELM ST
    PORTLAND,ME04101     		NOT RELATED PC EXEMPT PURPOSE 35,000
    CURE RARE DISEASE
    1575 TREMONT ST 1107
    BOSTON,MA02120     		NOT RELATED PC EXEMPT PURPOSE 15,000
    DEEP DIRT INSTITUTE
    76 STEVENS CANYON RD
    PATAGONIA,AZ85624     		NOT RELATED PC EXEMPT PURPOSE 17,500
    DOCTORS WITHOUT BORDERS USA INC
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006     		NOT RELATED PC EXEMPT PURPOSE 250
    EPILEPSY FOUNDATION NEW ENGLAND
    335 MAIN ST
    WILMINGTON,MA01887     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ETHAN ALLEN INSTITUTE
    PO BOX 543
    MONTPELIER,VT05601     		NOT RELATED PC EXEMPT PURPOSE 2,200
    FAMILY NURTURING CENTER OF MA
    200 BOWDOIN ST
    DORCHESTER,MA02122     		NOT RELATED PC EXEMPT PURPOSE 30,000
    FLORIDA ATLANTIC UNIVERSITY
    777 GLADES RD
    BOCA RATON,FL33431     		NOT RELATED PC EXEMPT PURPOSE 5,250
    FRIENDS OF FRIENDS MEDICAL SUPPORT FUND
    PO BOX 812
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSE 500
    GLOBAL FUND FOR WOMEN INC
    12 METROTECH CENTER 26TH FLOOR
    BROOKLYN,NY11201     		NOT RELATED PC EXEMPT PURPOSE 10,000
    GREAT NORTHERN RAILWAY
    5465 43RD AVE W
    SEATTLE,WA98199     		NOT RELATED PC EXEMPT PURPOSE 200
    GREEN CITIES FUND INC
    725 WASHINGTON STREET SUITE 300
    OAKLAND,CA94607     		NOT RELATED PC EXEMPT PURPOSE 10,000
    GREENWICH ACADEMY INC
    200 N MAPLE AVE
    GREENWICH,CT06830     		NOT RELATED PC EXEMPT PURPOSE 30,000
    HABITAT FOR HUMANITY OF ADDISON
    869 S ROHLWING RD
    ADDISON,IL60101     		NOT RELATED PC EXEMPT PURPOSE 200
    HANLEY CENTER FOUNDATION INC
    700 SOUTH DIXIE HIGHWAY SUITE 103
    WEST PALM BEACH,FL33401     		NOT RELATED PC EXEMPT PURPOSE 15,000
    HEALING ABUSE WORKING FOR CHANGE
    27 CONGRESS STREET
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 5,000
    HEALTHNETWORK FOUNDATION
    33 RIVER ST 3
    CHAGRIN FALLS,OH44022     		NOT RELATED PC EXEMPT PURPOSE 2,500
    HEALTHY PENINSULA
    10 PARKER POINT RD
    BLUE HILL,ME04614     		NOT RELATED PC EXEMPT PURPOSE 10,400
    HEART OF TAOS
    PO BOX 613
    TAOS,NM87571     		NOT RELATED PC EXEMPT PURPOSE 5,000
    HEARTS AND HAMMERS
    2599 FAIRVIEW AVE N
    ST PAUL,MN55113     		NOT RELATED PC EXEMPT PURPOSE 500
    HERRING GUT LEARNING CENTER
    59 FACTORY RD
    ST GEORGE,ME04860     		NOT RELATED PC EXEMPT PURPOSE 8,500
    HESPERIAN HEALTH GUIDES
    1919 ADDISON STREET SUITE 304
    BERKELEY,CA94704     		NOT RELATED PC EXEMPT PURPOSE 15,000
    HURRICANE ISLAND FOUNDATION
    19 COMMERCIAL ST
    ROCKLAND,ME04841     		NOT RELATED PC EXEMPT PURPOSE 20,000
    HURRICANE ISLAND OUTWARD BOUND
    21 ELM ST
    CAMDEN,ME04843     		NOT RELATED PC EXEMPT PURPOSE 35,500
    INDEPENDENT INTERNATIONAL LEGAL
    447 BROADWAY
    NEW YORK,NY10013     		NOT RELATED PC EXEMPT PURPOSE 20,000
    INDIAN LAW RESOURCE CENTER
    602 NORTH EWING STREET
    HELENA,MT59601     		NOT RELATED PC EXEMPT PURPOSE 250
    INSTITUTE FOR CENTRAL AMERICAN STUDIES
    PO BOX 1004
    BERKELEY,CA94701     		NOT RELATED PC EXEMPT PURPOSE 10,000
    INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD SUITE 900
    ARLINGTON,VA22203     		NOT RELATED PC EXEMPT PURPOSE 200
    INTERVALE CENTER
    180 INTERVALE RD
    BURLINGTON,VT05401     		NOT RELATED PC EXEMPT PURPOSE 15,000
    ISLAND READERS & WRITERS
    246 MAIN ST
    SOUTHWEST HARBOR,ME04679     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ISLAND SHAKESPEARE FESTIVAL
    5476 MAXWELTON RD
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSE 1,000
    JACKSON MEMORIAL LIBRARY
    71 MAIN ST
    ST GEORGE,ME04860     		NOT RELATED PC EXEMPT PURPOSE 10,000
    JOHN AND MABLE RINGLING MUSEUM
    5401 BAY SHORE RD
    SARASOTA,FL34243     		NOT RELATED PC EXEMPT PURPOSE 15,000
    JOHN W GRAHAM EMERGENCY SHELTER
    69 N MAIN ST
    VERGENNES,VT05491     		NOT RELATED PC EXEMPT PURPOSE 25,000
    KARTEMQUIN EDUCATIONAL FILMS
    1901 W WELLINGTON
    CHICAGO,IL60657     		NOT RELATED PC EXEMPT PURPOSE 10,000
    KNOVA LEARNING OREGON
    740 SE 182ND AVE
    PORTLAND,OR97233     		NOT RELATED PC EXEMPT PURPOSE 10,000
    LAHEY HOSPITAL & MEDICAL CENTER
    41 BURLINGTON MALL ROAD
    BURLINGTON,MA01805     		NOT RELATED PC EXEMPT PURPOSE 9,900
    LIFEFLIGHT FOUNDATION
    13 MAIN ST
    CAMDEN,ME04843     		NOT RELATED PC EXEMPT PURPOSE 10,000
    LUDWIG VON MISES INSTITUTE
    518 WEST MAGNOLIA AVENUE
    AUBURN,AL368324501     		NOT RELATED PC EXEMPT PURPOSE 200
    MAINE ISLAND TRAIL ASSOCIATION
    100 KENSINGTON ST
    PORTLAND,ME04103     		NOT RELATED PC EXEMPT PURPOSE 20,000
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET
    BOSTON,MA02114     		NOT RELATED PC EXEMPT PURPOSE 20,000
    MOUNT AUBURN CEMETERY
    580 MT AUBURN ST
    CAMBRIDGE,MA02138     		NOT RELATED PC EXEMPT PURPOSE 1,000
    MT CARMEL VETERANS SERVICE CENTER
    530 COMMUNICATION CIR
    COLORADO SPRINGS,CO80905     		NOT RELATED PC EXEMPT PURPOSE 15,000
    NATIONAL ACADEMY OF SCIENCES
    500 FIFTH STREET
    NW WASHINGTON DC,DC20001     		NOT RELATED PC EXEMPT PURPOSE 20,000
    NATIONAL FILM PRESERVE LTD
    800 JONES STREET
    BERKELEY,CA94710     		NOT RELATED PC EXEMPT PURPOSE 10,000
    NATURE CONSERVANCY INC IN COLORADO
    4245 FAIRFAX DRIVE
    ARLINGTON,VA222031606     		NOT RELATED PC EXEMPT PURPOSE 10,000
    NATURE CONSERVANCY INC IN MASSACHUSETTS
    4245 FAIRFAX DRIVE
    ARLINGTON,VA222031606     		NOT RELATED PC EXEMPT PURPOSE 5,000
    NATURE CONSERVANCY INC IN VERMONT
    4245 FAIRFAX DRIVE
    ARLINGTON,VA222031606     		NOT RELATED PC EXEMPT PURPOSE 27,500
    NEW HAVEN PRESERVATION TRUST
    922 STATE ST
    NEW HAVEN,CT06511     		NOT RELATED PC EXEMPT PURPOSE 250
    NEW YORK PUBLIC RADIO
    160 VARICK STREET 9TH FLOOR
    NEW YORK,NY10013     		NOT RELATED PC EXEMPT PURPOSE 500
    NORTH BENNET STREET SCHOOL
    150 NORTH ST
    BOSTON,MA02109     		NOT RELATED PC EXEMPT PURPOSE 20,000
    NORTHWEST LANGUAGE AND CULTURAL CENTER
    PO BOX 1156
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSE 500
    ONE AMERICA
    PO BOX 368
    INDIANAPOLIS,IN462060368     		NOT RELATED PC EXEMPT PURPOSE 500
    OPERA COMPANY OF MIDDLEBURY
    PO BOX 803
    MIDDLEBURY,VT05753     		NOT RELATED PC EXEMPT PURPOSE 500
    OREGON ENVIRONMENTAL COUNCIL
    222 NW DAVIS ST 309
    PORTLAND,OR97209     		NOT RELATED PC EXEMPT PURPOSE 20,000
    ORIGIN THEATRE COMPANY INC
    520 8TH AVENUE SUITE 329A
    NEW YORK,NY10018     		NOT RELATED PC EXEMPT PURPOSE 10,000
    OUR HOUSE CAFE
    804 AR-56
    CALICO ROCK,AR72519     		NOT RELATED PC EXEMPT PURPOSE 10,000
    OXBOW SCHOOL
    530 THIRD STREET
    NAPA,CA94559     		NOT RELATED PC EXEMPT PURPOSE 500
    PATAGONIA AREA RESOURCE ALLIANCE
    317 MC KEOWN AVE
    PATAGONIA,AZ85624     		NOT RELATED PC EXEMPT PURPOSE 1,000
    PATAGONIA REGIONAL TIMES
    PO BOX 1073
    PATAGONIA,AZ85624     		NOT RELATED PC EXEMPT PURPOSE 800
    PATAGONIA YOUTH ENRICHMENT CENTER
    115 S N 3RD AVE
    PATAGONIA,AZ85624     		NOT RELATED PC EXEMPT PURPOSE 2,000
    PHILLIPS EXETER ACADEMY
    20 MAIN ST
    EXETER,NH03833     		NOT RELATED PC EXEMPT PURPOSE 200
    PINGREE SCHOOL INC
    537 HIGHLAND ST
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 1,500
    PIPER'S ANGELS FOUNDATION
    PO BOX 1104
    JUPITER,FL33468     		NOT RELATED PC EXEMPT PURPOSE 5,000
    PLUMMER YOUTH PROMISE
    37 WINTER ISLAND RD
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 5,000
    PRESBYTERIAN HOSPITAL FOUNDATION
    PO BOX 26666
    ALBUQUERQUE,NM871256666     		NOT RELATED PC EXEMPT PURPOSE 20,000
    PUGET SOUNDKEEPER ALLIANCE
    130 NICKERSON ST 107
    SEATTLE,WA98109     		NOT RELATED PC EXEMPT PURPOSE 35,000
    PYE GLOBAL
    PO BOX 1481
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSE 21,000
    RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS
    701 OKEECHOBEE BOULEVARD
    WEST PALM BEACH,FL33401     		NOT RELATED PC EXEMPT PURPOSE 10,000
    REACH PREP INC
    1 DOCK ST 100
    STAMFORD,CT06902     		NOT RELATED PC EXEMPT PURPOSE 23,537
    REASON FOUNDATION
    5737 MESMER AVE
    LOS ANGELES,CA90230     		NOT RELATED PC EXEMPT PURPOSE 400
    RESOURCE A NONPROFIT COMMUNITY ENTERPRISE
    329 HARVEST LANE SUITE 200
    WILLISTON,VT05495     		NOT RELATED PC EXEMPT PURPOSE 32,000
    RETREET
    5706 E MOCKINGBIRD LN STE 115
    DALLAS,TX75206     		NOT RELATED PC EXEMPT PURPOSE 30,000
    RIVERS AND BIRDS INC
    548 HONDO SECO RD
    ARROYO SECO,NM87514     		NOT RELATED PC EXEMPT PURPOSE 15,000
    SACRED HEART UNIVERSITY
    5151 PARK AVE
    FAIRFIELD,CT06825     		NOT RELATED PC EXEMPT PURPOSE 200
    SARAH LAWRENCE COLLEGE
    1 MEAD WAY
    BRONXVILLE,NY10708     		NOT RELATED PC EXEMPT PURPOSE 1,500
    SCHOOL YEAR ABROAD INC
    120 WATER STREET SUITE 310
    NORTH ANDOVER,MA01845     		NOT RELATED PC EXEMPT PURPOSE 400
    SHANTA FOUNDATION INC
    PO BOX 1603
    DURANGO,CO81302     		NOT RELATED PC EXEMPT PURPOSE 10,000
    SHELBURNE FARMS
    1611 HARBOR RD
    SHELBURNE,VT05482     		NOT RELATED PC EXEMPT PURPOSE 27,200
    SOCIETY FOR CLASSICAL STUDIES
    20 COOPER SQUARE 2ND FLOOR
    NEW YORK,NY10003     		NOT RELATED PC EXEMPT PURPOSE 10,000
    SOCIETY OF THE MUSE OF THE SOUL
    PO BOX 3225
    TAOS,NM87571     		NOT RELATED PC EXEMPT PURPOSE 5,000
    SOUTH WHIDBEY SCHOOL DISTRICT
    5520 MAXWELTON ROAD
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSE 1,000
    ST BERNARD'S SCHOOL INC
    4 E 98TH ST
    NEW YORK,NY10029     		NOT RELATED PC EXEMPT PURPOSE 400
    STONELEIGH-BURNHAM SCHOOL
    574 BERNARDSTON RD
    GREENFIELD,MA01301     		NOT RELATED PC EXEMPT PURPOSE 12,500
    SURFRIDER FOUNDATION
    PO BOX 73550
    SAN CLEMENTE,CA92673     		NOT RELATED PC EXEMPT PURPOSE 10,000
    TAOS LAND TRUST
    PO BOX 376
    TAOS,NM87571     		NOT RELATED PC EXEMPT PURPOSE 15,000
    THE FOOD PROJECT INC
    10 LEWIS STREET
    LINCOLN,MA01773     		NOT RELATED PC EXEMPT PURPOSE 20,000
    THE LAND CONSERVANCY FOR SOUTHERN CHESTER COUNTY
    541 CHANDLER MILL ROAD
    AVONDALE,PA19311     		NOT RELATED PC EXEMPT PURPOSE 20,000
    THOMPSON ISLAND OUTWARD BOUND
    PO BOX 127
    BOSTON,MA02127     		NOT RELATED PC EXEMPT PURPOSE 20,500
    TIDES FOUNDATION
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA941291755     		NOT RELATED PC EXEMPT PURPOSE 70,000
    TOWN HALL THEATER INC
    68 S PLEASANT ST
    MIDDLEBURY,VT05753     		NOT RELATED PC EXEMPT PURPOSE 500
    TOWN OF RIPTON VOLUNTEER FIRE
    PO BOX 125
    RIPTON,VT05766     		NOT RELATED PC EXEMPT PURPOSE 1,000
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138     		NOT RELATED PC EXEMPT PURPOSE 1,000
    UNIVERSITY OF NOTRE DAME
    724 GRACE HALL CONTROLLERS OFFICE
    NOTRE DAME,IN46556     		NOT RELATED PC EXEMPT PURPOSE 5,000
    UNIVESITY OF WASHINGTON
    UW BOX 353226
    SEATTLE,WA98195     		NOT RELATED PC EXEMPT PURPOSE 10,000
    UPPER SACO VALLEY LAND TRUST
    111 MAIN ST
    CONWAY,NH03818     		NOT RELATED PC EXEMPT PURPOSE 20,200
    VERMONT FAMILIES IN TRANSITION
    39 COURT ST
    MIDDLEBURY,VT05753     		NOT RELATED PC EXEMPT PURPOSE 20,000
    VILLAGE HEALTH WORKS
    45 WEST 36TH STREET 8TH FLOOR
    NEW YORK,NY10018     		NOT RELATED PC EXEMPT PURPOSE 10,000
    VINFEN CORPORATION
    950 CAMBRIDGE ST
    CAMBRIDGE,MA02141     		NOT RELATED PC EXEMPT PURPOSE 20,000
    VISIONARIES INC
    748 PAGE ST
    STOUGHTON,MA02072     		NOT RELATED PC EXEMPT PURPOSE 8,000
    WATER IS LIFE KENYA INC
    314 E MAIN ST KELWAY PLAZA SUITE 2
    NEWARK,DE19711     		NOT RELATED PC EXEMPT PURPOSE 20,000
    WAYPOINT ADVENTURE
    453 CONCORD AVE
    LEXINGTON,MA02421     		NOT RELATED PC EXEMPT PURPOSE 500
    WGBH
    1 GUEST STREET
    BOSTON,MA02135     		NOT RELATED PC EXEMPT PURPOSE 1,000
    WGBH EDUCATIONAL FOUNDATION
    1 GUEST STREET
    BOSTON,MA02135     		NOT RELATED PC EXEMPT PURPOSE 10,000
    WHIDBEY ISLAND NOURISHES
    PO BOX 1642
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSE 10,500
    WILD CARE INC
    198 N HARTSTRAIT RD
    BLOOMINGTON,IN47404     		NOT RELATED PC EXEMPT PURPOSE 5,000
    WOMENSAFE INC
    12041 RAVENNA RD
    CHARDON,OH44024     		NOT RELATED PC EXEMPT PURPOSE 500
    Total .................................bullet 3a 1,422,787
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 60,145  
    4 Dividends and interest from securities....     14 1,219,831  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,631,599  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,911,575 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,911,575
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description