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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
EDMUND & BETSY CABOT CHARITABLE FNDN
 
Number and street (or P.O. box number if mail is not delivered to street address)22 BATTERYMARCH STREET 2ND FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-2900424
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$11,025,721J Accounting method:
 
(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      
4 Dividends and interest from securities... 173,030 173,002  
5a Gross rents............      
b Net rental income or (loss) -473
6a Net gain or (loss) from sale of assets not on line 10 206,573
b Gross sales price for all assets on line 6a 474,941
7 Capital gain net income (from Part IV, line 2)... 206,573
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)....... Click to see attachment 786 786 0
12 Total. Add lines 1 through 11........ 380,389 380,361 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,200 6,100 0 6,100
c Other professional fees (attach schedule).... Click to see attachment 82,526 67,226 0 15,300
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,925 3,154 0 0
19 Depreciation (attach schedule) and depletion... 686 686 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 32,293 31,535 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 134,630 108,701 0 21,400
25 Contributions, gifts, grants paid....... 436,550 436,550
26 Total expenses and disbursements. Add lines 24 and 25 571,180 108,701 0 457,950
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -190,791
b Net investment income (if negative, enter -0-) 271,660
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 16,172 44,352 44,352
2 Savings and temporary cash investments......... 351,745 293,277 293,277
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).......      
c Investments—corporate bonds (attach schedule)....... 2,269,109 Click to see attachment2,269,109 2,452,789
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,344,289 Click to see attachment6,190,842 8,225,727
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment13,347 Click to see attachment9,576 Click to see attachment9,576
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,994,662 8,807,156 11,025,721
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...........    
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........ 2,186,691 2,186,691
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,807,971 6,620,465
29 Total net assets or fund balances (see instructions)..... 8,994,662 8,807,156
30 Total liabilities and net assets/fund balances (see instructions). 8,994,662 8,807,156
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
8,994,662
2
Enter amount from Part I, line 27a .....................
2
-190,791
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,285
4
Add lines 1, 2, and 3 ..........................
4
8,807,156
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
8,807,156
Form 990-PF (2020)
Form 990-PF (2020)
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 AMERICAN BEACON THE LONDON CO INC EQ Y P 2019-05-16 2020-10-28
b CHAMPLAIN SMALL COMPANY CLASS INSTL P 2018-07-27 2020-10-28
c EDGEWOOD GROWTH FUND INSTL CL P 2016-02-26 2020-10-28
d VANGUARD IDX FUND P 2018-09-27 2020-10-28
e SHORT-TERM PARTNERSHIPS P 2020-01-01 2020-12-31
LONG-TERM PARTNERSHIPS P 2010-01-01 2020-12-31
1231 GAIN - PARTNERSHIPS P 2010-01-01 2020-12-31
1256 GAIN - PARTNERSHIPS P 2020-01-01 2020-12-31
1256 GAIN - PARTNERSHIPS P 2010-01-01 2020-12-31
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 50,000   50,873 -873
b 49,970   57,781 -7,811
c 49,970   22,352 27,618
d 150,207   134,744 15,463
e 1,807     1,807
72,561     72,561
    2,609 -2,609
    4 -4
    5 -5
100,426     100,426
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       -873
b       -7,811
c       27,618
d       15,463
e       1,807
      72,561
      -2,609
      -4
      -5
      100,426
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 2 206,573
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,776
c All other domestic foundations enter 1.39% 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 3,776
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 3,776
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,576
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,576
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 10,800
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet10,800 RefundedBullet 11 0
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletCABOT-WELLINGTON LLC Telephone no.bullet (617) 451-1744

    Located atbullet22 BATTERYMARCH STREETBOSTONMA 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 2020, 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........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
    ELIZABETH W CABOT TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH STREET 2ND FLOOR
    BOSTON,MA02109
    BRADFORD W CABOT TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH STREET 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 (2020)
    Form 990-PF (2020)
    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
    NONE
    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 (2020)
    Form 990-PF (2020)
    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
    8,642,894
    b
    Average of monthly cash balances.......................
    1b
    187,762
    c
    Fair market value of all other assets (see instructions)................
    1c
    976,354
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,807,010
    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
    9,807,010
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    147,105
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,659,905
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    482,995
    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
    482,995
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,776
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    2,046
    c
    Add lines 2a and 2b............................
    2c
    5,822
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    477,173
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    477,173
    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
    477,173
    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
    457,950
    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
    457,950
    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
    457,950
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 477,173
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 36,888
    c From 2017...... 24,931
    d From 2018...... 141,219
    e From 2019...... 128,911
    fTotal of lines 3a through e........ 331,949
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 457,950
    a Applied to 2019, 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 2020 distributable amount..... 457,950
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 19,223 19,223
    (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 5 312,726
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		312,726
    10 Analysis of line 9:
    a Excess from 2016.... 17,665
    b Excess from 2017.... 24,931
    c Excess from 2018.... 141,219
    d Excess from 2019.... 128,911
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    ELIZABETH W CABOT
    BRADFORD W CABOT
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    A CHILD'S NOTEBOOK
    1760 N NORTHLAKE WAY 521
    SEATTLE,WA98103     		  501 (C) 3 CHARITY GENERAL 5,000
    A WAY OUT
    PO BOX 10825
    ASPEN,CO81612     		  501 (C) 3 CHARITY GENERAL 2,000
    AMERICAN CANCER SOCIETY
    PO BOX1909
    FRAMINGHAM,MA017010109     		  501 (C) 3 CHARITY GENERAL 1,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004     		  501 (C) 3 CHARITY GENERAL 500
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA50037     		  501 (C) 3 CHARITY GENERAL 1,000
    AMERICAN REPERTORY THEATER
    64 BRATTLE STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 1,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129     		  501 (C) 3 CHARITY GENERAL 1,000
    ASSOCIATES OF BOSTON PUBLIC LIBRARY
    700 BOYLSTON STREET
    BOSTON,MA02116     		  501 (C) 3 CHARITY LITERARY LIGHTS GALA 2,000
    BALLARD FOOD BANK
    5130 LEARY AVENUE NW
    SEATTLE,WA98107     		  501 (C) 3 CHARITY GENERAL 2,000
    BEAVER COUNTRY DAY
    791 HAMMOND STREET
    CHESTNUT HILL,MA02167     		  501 (C) 3 CHARITY ANNUAL APPEAL 500
    BELLEVUE COLLEGE FOUNDATION
    3000 LANDERHOLM CIR SE A101
    BELLEVUE,WA98007     		  501 (C) 3 CHARITY GENERAL 100
    BELMONT CITIZENS FORUM
    PO BOX 609
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 450
    BELMONT FOOD PANTRY
    PO BOX 291
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 1,000
    BELMONT HIGH SCHOOL SCHOLARSHIP FUND
    221 CONCORD AVENUE
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 1,000
    BELMONT PUBLIC LIBRARY
    336 CONCORD AVENUE
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 1,000
    BELMONT WORLD FILM
    PO BOX 573
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 100
    BETH ISRAEL HOSPITAL
    330 BROOKLINE AVE
    BOSTON,MA02108     		  501 (C) 3 CHARITY ANNUAL APPEAL 5,000
    BIKES NOT BOMBS
    284 AMORY STREET
    JAMAICA PLAIN,MA02130     		  501 (C) 3 CHARITY GENERAL 2,000
    BLUE MARBLE DREAMS
    55 33RD STREET UNIT 14
    BROOKLYN,NY11232     		  501 (C) 3 CHARITY GENERAL 1,000
    BOSTON CHILDREN'S CHORUS
    20 OLD COLONY AVENUE
    BOSTON,MA02127     		  501 (C) 3 CHARITY GENERAL 3,000
    BOSTON HEALTHCARE FOR THE HOMELESS
    780 ALBANY STREET
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 1,500
    BOSTON LANDMARKS ORCHESTRA
    10 GUEST STREET SUITE 280
    BOSTON,MA02135     		  501 (C) 3 CHARITY GENERAL 2,000
    BOSTON LYRIC OPERA COMPANY
    133 FEDERAL STREET SUITE 800
    BOSTON,MA02110     		  501 (C) 3 CHARITY GENERAL 3,000
    BOSTON MUSEUM OF SCIENCE
    1 MUSEUM OF SCIENCE DRIVEWAY
    BOSTON,MA021141099     		  501 (C) 3 CHARITY GENERAL 15,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		  501 (C) 3 CHARITY GENERAL 1,500
    BOSTON UNIVERSITY
    771 COMMONWEALTH AVENUE
    BOSTON,MA02215     		  501 (C) 3 CHARITY WASHBURN ARCHIVES AT GOTTLIEB ARCHIVAL RESEARCH CENTER 500
    BOYS AND GIRLS CLUB OF BOSTON
    200 HIGH STREET 3RD FLOOR
    BOSTON,MA02110     		  501 (C) 3 CHARITY GENERAL 13,000
    BOYS AND GIRLS CLUB OF GREATER HAVERHIL
    55 EMERSON STREET
    HAVERHILL,MA01830     		  501 (C) 3 CHARITY GENERAL 20,000
    BRIGHAM & WOMEN'S HOSPITAL
    75 FRANCIS STREET
    BOSTON,MA02115     		  501 (C) 3 CHARITY GENERAL 2,000
    CAMBRIDGE FAMILY & CHILDREN'S SERVICES
    60 GORE STREET
    CAMBRIDGE,MA02141     		  501 (C) 3 CHARITY GENERAL 2,700
    CAMPAIGN ZERO
    10 LIBERTY STREET APT 38D
    NEW YORK,NY10005     		  501 (C) 3 CHARITY GENERAL 1,000
    CANTERBURY SHAKER VILLAGE
    288 SHAKER ROAD
    CANTERBURY,NH03224     		  501 (C) 3 CHARITY CAPITAL CAMPAIGN 500
    CENTER FOR COASTAL STUDIES
    5 HOLWAY AVENUE
    PROVINCETOWN,MA02657     		  501 (C) 3 CHARITY GENERAL 750
    CENTER FOR CONSTITUTIONAL RIGHTS
    666 BROADWAY 7TH FLOOR
    NEW YORK,NY10012     		  501 (C) 3 CHARITY GENERAL 500
    CENTER FOR DISASTER PHILANTHROPY INC
    1 THOMAS CIRCLE NW SUITE 700
    WASHINGTON,DC20005     		  501 (C) 3 CHARITY GENERAL 500
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET 22ND FLOOR
    NEW YORK,NY10038     		  501 (C) 3 CHARITY GENERAL 500
    CHARITY WATER
    40 WORTH STREET SUITE 330
    NEW YORK,NY10013     		  501 (C) 3 CHARITY GENERAL 500
    CHARLES RIVER CONSERVANCY
    43 THORNDIKE STREET S3-3
    CAMBRIDGE,MA02141     		  501 (C) 3 CHARITY GENERAL 500
    CHIDAMOYO CHRISTIAN HOSPITAL
    PO BOX 714
    SEBASTOPOL,CA95473     		  501 (C) 3 CHARITY GENERAL 1,000
    CHILD FOUNDATION
    2020 NE 102ND AVENUE
    PORTLAND,OR97220     		  501 (C) 3 CHARITY GENERAL 500
    CHILDRENS HOSPITAL
    401 PARK DRIVE SUITE 602
    BOSTON,MA02215     		  501 (C) 3 CHARITY GENERAL 1,000
    CHILDRENS MUSEUM OF BOSTON
    300 CONGRESS STREET
    BOSTON,MA02210     		  501 (C) 3 CHARITY GENERAL 2,000
    CHOCORUA CHAPEL ASSOC
    PO BOX 356
    HOLDERNESS,NH032450356     		  501 (C) 3 CHARITY GENERAL 500
    COACHING4CHANGE INC
    427 WINTHROP STREET UNIT A
    TAUNTON,MA02780     		  501 (C) 3 CHARITY GENERAL 1,000
    COLORADO COLLEGE
    14 EAST CACHE LA POUDRE STREET
    COLORADO SPRINGS,CO809033298     		  501 (C) 3 CHARITY GENERAL 3,500
    COLORADO ROCKY MOUNTAIN SCHOOL
    1493 COUNTRY ROAD 106
    CARBONDALE,CO81623     		  501 (C) 3 CHARITY GENERAL 2,000
    COMMUNITY BOAT BUILDING
    21 LIBERTY DRIVE
    BOSTON,MA02210     		  501 (C) 3 CHARITY GENERAL 2,000
    COMMUNITY CHARTER SCHOOL OF CAMBRIDGE
    245 BENT STREET
    CAMBRIDGE,MA02141     		  501 (C) 3 CHARITY GENERAL 2,000
    COMMUNITY LEADERS ROUNDTABLE OF SEATTLE
    1416 SW 151ST STREET
    BURIEN,WA98166     		  501 (C) 3 CHARITY CHOOSE 180 4,000
    COMMUNITY SERVINGS
    179 AMORY STREET
    JAMAICA PLAIN,MA02130     		  501 (C) 3 CHARITY GENERAL 3,500
    CONSERVATORY LAB CHARTER SCHOOL
    2120 DORCHESTER AVENUE
    DORCHESTER,MA02124     		  501 (C) 3 CHARITY GENERAL 4,000
    COURAGEOUS PARENTS NETWORK
    21 ROCHESTER ROAD
    NEWTON,MA02458     		  501 (C) 3 CHARITY GENERAL 2,000
    CRAIG HOSPITAL
    3425 SOUTH CLARKSON STREET
    ENGLEWOOD,CO80113     		  501 (C) 3 CHARITY GENERAL 1,000
    CULEBRA RANGE COMMUNITY COALITION
    612 S CHESTNUT ST
    TRINIDAD,CO810823335     		  501 (C) 3 CHARITY GENERAL 8,000
    DANA FARBER CANCER INSTITUTE
    PO BOX 849168
    BOSTON,MA02284     		  501 (C) 3 CHARITY GENERAL 1,000
    DANA HALL SCHOOL
    45 DANA ROAD
    WELLESLEY,MA024829010     		  501 (C) 3 CHARITY GENERAL 500
    DHARAMSALA ANIMAL RESCUE
    133 TERRE MAR DRIVE
    NORTH KINGSTOWN,RI02851     		  501 (C) 3 CHARITY GENERAL 8,000
    DIRECT RELIEF
    6100 WALLACE BECKNELL
    SANTA BARBARA,CA93117     		  501 (C) 3 CHARITY GENERAL 500
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		  501 (C) 3 CHARITY GENERAL 500
    DOWNTOWN EMERGENCY SERVICE CENTER
    515 3RD AVENUE
    SEATTLE,WA98104     		  501 (C) 3 CHARITY GENERAL 500
    DREAM CORPS
    436 14TH STREET SUITE 920
    OAKLAND,CA946122725     		  501 (C) 3 CHARITY GENERAL 500
    EMERALD NECKLACE CONSERVANCY
    125 THE FENWAY
    BOSTON,MA02115     		  501 (C) 3 CHARITY JUSTINE MEE LIFF FUND 1,000
    EXECUTIVE SERVICE CORPS
    176 FEDERAL STREET SUITE 5C
    BOSTON,MA02110     		  501 (C) 3 CHARITY GENERAL 1,000
    FAMILY TO FAMILY PROJECT
    727 ATLANTIC AVENUE
    BOSTON,MA02111     		  501 (C) 3 CHARITY GENERAL 1,000
    FAMILYAID BOSTON INC
    3815 WASHINGTON STREET
    BOSTON,MA21130     		  501 (C) 3 CHARITY GENERAL 2,000
    FOOD LIFELINE
    815 S 96TH STREET
    SEATTLE,WA98108     		  501 (C) 3 CHARITY GENERAL 1,000
    FOUNDATION FOR BELMONT EDUCATION
    PO BOX 518
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 1,000
    FRIENDS OF BELMONT COUNCIL ON AGING
    455 CONCORD AVENUE
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 1,000
    FRIENDS OF CONWAY PUBLIC LIBRARY
    15 GREENWOOD AVE
    CONWAY,NH03818     		  501 (C) 3 CHARITY GENERAL 1,000
    FRIENDS OF KEXP
    472 1ST AVE N
    SEATTLE,WA98109     		  501 (C) 3 CHARITY GENERAL 100
    FRIENDS OF MOUNT AUBURN
    580 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 250
    GATES FOUNDATION PHILANTHROPY PARTNERS
    PO BOX 23350
    SEATTLE,WA98102     		  501 (C) 3 CHARITY GENERAL 500
    GLOBAL FUND FOR WOMAN
    800 MARKET ST 7TH FLOOR
    SAN FRANCISCO,CA94102     		  501 (C) 3 CHARITY GENERAL 500
    GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 13,000
    GREEN PLATE SPECIAL
    2115 25TH AVENUE S
    SEATTLE,WA98144     		  501 (C) 3 CHARITY GENERAL 1,000
    HANDEL & HAYDN SOCIETY
    9 HARCOURT STREET
    BOSTON,MA02116     		  501 (C) 3 CHARITY GENERAL, SOCIETY BALL GALA, ANNUAL FUND 5,500
    HARVARD MEDICAL SCHOOL
    PO BOX 419720
    BOSTON,MA022419720     		  501 (C) 3 CHARITY GENERAL 5,000
    HARVARD TRAVELLERS CLUB PERMANENT FUND
    19 ARLINGTON STREET APT 33
    BOSTON,MA021163420     		  501 (C) 3 CHARITY GENERAL 1,000
    HEALTHNETWORK FOUNDATION
    33 RIVER ST
    CHAGRIN FALLS,OH44022     		  501 (C) 3 CHARITY GENERAL 3,000
    HIGH MOUNTAIN INSTITUTE
    PO BOX 970
    LEADVILLE,CO80461     		  501 (C) 3 CHARITY GENERAL 4,000
    HIGH SPIRIT COMMUNITY FARM
    1770 MASS AVENUE SUITE 101
    CAMBRIDGE,MA02140     		  501 (C) 3 CHARITY GENERAL 1,000
    HISTORIC NEW ENGLAND
    151 ESSEX STREET
    HAVERHILL,MA018325564     		  501 (C) 3 CHARITY GENERAL 500
    HOME FOR LITTLE WANDERERS
    PO BOX 55785
    BOSTON,MA022058183     		  501 (C) 3 CHARITY GENERAL 1,000
    HOPEWELL FUND
    1201 CONNECTICUT AVE NW STE300
    WASHINGTON,DC20036     		  501 (C) 3 CHARITY GENERAL 1,000
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVENUE
    ROXBURY,MA02119     		  501 (C) 3 CHARITY GENERAL 2,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVENUE 34TH FLOOR
    NEW YORK,NY10118     		  501 (C) 3 CHARITY GENERAL 500
    HUMANITY FORWARD FOUNDATION
    499 S CAPITOL ST SW 407
    WASHINGTON,DC20003     		  501 (C) 3 CHARITY GENERAL 500
    HUNTINGTON THEATRE COMPANY
    264 HUNTINGTON AVENUE
    BOSTON,MA021154606     		  501 (C) 3 CHARITY GENERAL, SPOTLIGHT SPECTACULAR 5,000
    HURRICANE ISLAND OUTWARD BOUND
    21 ELM STREET
    CAMDEN,ME04843     		  501 (C) 3 CHARITY GENERAL 2,000
    IMMIGRANT LEGAL RESOURCE CENTER
    1663 MISSION STREET SUITE 602
    SAN FRANCISCO,CA94103     		  501 (C) 3 CHARITY GENERAL 500
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		  501 (C) 3 CHARITY GENERAL 500
    INTERNATIONAL WOMANS MEDIA FOUNDATION
    1625 K STREET NW SUITE 1275
    WASHINGTON,DC20006     		  501 (C) 3 CHARITY GENERAL 500
    ISLAND INSTITUTE
    PO BOX 648
    ROCKLAND,ME048410648     		  501 (C) 3 CHARITY GENERAL 1,000
    JUDY RECORD CONSERVATION FUND
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		  501 (C) 3 CHARITY GENERAL 500
    JUSTICE IN MOTION
    PO BOX 160128
    BROOKLYN,NY11216     		  501 (C) 3 CHARITY GENERAL 500
    KEPLER
    1732 1ST AVENUE 21374
    NEW YORK,NY10128     		  501 (C) 3 CHARITY GENERAL 2,000
    KIVA
    875 HOWARD STREET SUITE 340
    SAN FRANCISCO,CA94103     		  501 (C) 3 CHARITY GENERAL 500
    KNKX
    2601 4TH AVE STE 150
    SEATTLE,WA98121     		  501 (C) 3 CHARITY GENERAL 100
    KUOW PUGET SOUND PUBLIC RADIO
    4518 UNIVERSITY WAY NE STE 310
    SEATTLE,WA98105     		  501 (C) 3 CHARITY GENERAL 100
    LESLEY UNIVERSITY
    29 EVERETT STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 5,000
    LOON PRESERVATION COMMITTEE
    183 LEES MILL ROAD
    MOULTONBORO,NH03254     		  501 (C) 3 CHARITY GENERAL 1,000
    MAINE COAST HERITAGE TRUST
    ONE BOWDOIN MILL ISLAND SUITE 201
    TOPSHAM,ME04086     		  501 (C) 3 CHARITY GENERAL 1,000
    MAINE ISLAND TRAIL ASSOCIATION
    100 KENSINGTON STREET
    PORTLAND,ME04103     		  501 (C) 3 CHARITY GENERAL 5,000
    MAKE-A-WISH
    4742 N 24TH STREET SUITE 400
    PHOENIX,AZ85016     		  501 (C) 3 CHARITY GENERAL 250
    MARCH OF DIMES
    PO BOX 18819
    ATLANTA,GA31126     		  501 (C) 3 CHARITY GENERAL 1,000
    MARY'S PLACE
    PO BOX 1711
    SEATTLE,WA98111     		  501 (C) 3 CHARITY GENERAL 500
    MASSACHUSETTS AUDUBON
    208 SOUTH GREAT RD
    LINCOLN,MA017739988     		  501 (C) 3 CHARITY GENERAL 4,000
    MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA STREET SUITE 540
    BOSTON,MA02114     		  501 (C) 3 CHARITY DR. GURALNICK MEMORIAL 1,000
    MASSACHUSETTS RIVERS ALLIANCE
    2343 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02140     		  501 (C) 3 CHARITY GENERAL 250
    MAUD MORGAN ARTS
    20 SACRAMENTO STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 100
    MAX WARBURG COURAGE CURRICULUM
    263 HUNTINGTON AVENUE 366
    BOSTON,MA02115     		  501 (C) 3 CHARITY GENERAL 3,500
    MIGRATION POLICY INSTITUTE
    1400 16TH STREET NW 300
    WASHINGTON,DC20036     		  501 (C) 3 CHARITY GENERAL 500
    MOUNT AUBURN HOSPITAL
    330 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 4,000
    MOUNT WASHINGTON OBSERVATORY
    PO BOX 2310
    NORTH CONWAY,NH03860     		  501 (C) 3 CHARITY GENERAL 1,000
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVENUE
    BOSTON,MA021159965     		  501 (C) 3 CHARITY GENERAL 3,000
    MYSTIC RIVER WATERSHED ASSOCIATION
    20 ACADEMY STREET SUITE 306
    ARLINGTON,MA02476     		  501 (C) 3 CHARITY GENERAL 2,250
    NAACP LEGAL DEFENSE AND ED FUND
    40 RECTOR STREET 5TH FLOOR
    NEW YORK,NY10006     		  501 (C) 3 CHARITY GENERAL 500
    NATIONAL IMMIGRATION LAW CENTER
    3450 WILSHIRE BOULEVARD 108-62
    LOS ANGELES,CA90010     		  501 (C) 3 CHARITY GENERAL 500
    NATIONAL ORGANIZATION FOR WOMEN
    1100 H STREET NW SUITE 300
    WASHINGTON,DC20005     		  501 (C) 3 CHARITY GENERAL 500
    NATIONAL POLICE ACCOUNTABILITY PROJECT
    2022 ST BERNARD AV SUITE 124A
    NEW ORLEANS,LA70116     		  501 (C) 3 CHARITY GENERAL 500
    NATIONAL PUBLIC RADIO INC
    1111 NORTH CAPITOL ST NE
    WASHINGTON,DC20002     		  501 (C) 3 CHARITY GENERAL 200
    NEIGHBORHOOD FARMERS MARKET ALLIANCE
    3919 LATONA AVE NE SUITE C-1
    SEATTLE,WA98105     		  501 (C) 3 CHARITY GENERAL 500
    NEW ENGLAND AQUARIUM
    1 CENTRAL WHARF
    BOSTON,MA02110     		  501 (C) 3 CHARITY GENERAL 4,500
    NEW ENGLAND BAPTIST HOSPITAL
    125 PARKER HILL AVE
    BOSTON,MA02120     		  501 (C) 3 CHARITY GENERAL 2,000
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVENUE
    BOSTON,MA02115     		  501 (C) 3 CHARITY GENERAL, SCHOLARSHIPS 4,000
    NEW HAMPSHIRE CHARITABLE FOUNDATION
    37 PLEASANT STREET
    CONCORD,NH033014005     		  501 (C) 3 CHARITY GENERAL 6,000
    NEW HAMPSHIRE PUBLIC RADIO
    2 PILLSBURY STREET 6TH FLOOR
    CONCORD,NH03301     		  501 (C) 3 CHARITY GENERAL 1,000
    NEW PROFIT
    225 FRANKLIN STREET SUITE 350
    BOSTON,MA02110     		  501 (C) 3 CHARITY GENERAL 500
    NEW SUNCOOK PTA
    95 MAIN STREET
    LOVELL,ME04051     		  501 (C) 3 CHARITY BACKPACK MAINE FOOD PROJECT 1,500
    NORTH BENNET STREET SCHOOL
    150 NORTH STREET
    BOSTON,MA02109     		  501 (C) 3 CHARITY GENERAL 1,000
    NORTHWEST COMMUNITY BAIL FUND
    2311 N 45TH ST STE 303
    SEATTLE,WA98103     		  501 (C) 3 CHARITY GENERAL 500
    NORTHWEST HARVEST
    PO BOX 12272
    SEATTLE,WA98102     		  501 (C) 3 CHARITY GENERAL 1,000
    NORTHWEST IMMIGRANT RIGHTS PROJECT
    615 2N AVE SUITE 400
    SEATTLE,WA98104     		  501 (C) 3 CHARITY GENERAL 500
    ONE FAIR WAGE INC
    45 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 500
    OUTPOST PRODUCTIONS
    PO BOX 4543
    ALBUQUERQUE,NM87196     		  501 (C) 3 CHARITY GENERAL 1,000
    PARTNERS IN HEALTH
    PO BOX 996
    FREDERICK,MD21705     		  501 (C) 3 CHARITY GENERAL 500
    PASSIM
    26 CHURCH STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 500
    PCC FARMLAND TRUST
    1402 3RD AVENUE SUITE 709
    SEATTLE,WA981012118     		  501 (C) 3 CHARITY GENERAL 200
    PEMA CHODRON FOUNDATION
    PO BOX 770630
    STEAMBOAT SPRINGS,CO80477     		  501 (C) 3 CHARITY GENERAL 500
    PEQUAWKET KIDS CHARITABLE ASSOCIATION
    25 MOLLY OCKETT DRIVE
    FRYEBURG,ME04037     		  501 (C) 3 CHARITY GENERAL 1,500
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON STREET
    WATERTOWN,MA02472     		  501 (C) 3 CHARITY GENERAL 1,000
    PHILANTHROPY NORTHWEST
    2101 FOURTH AVE SUITE 650
    SEATTLE,WA98121     		  501 (C) 3 CHARITY GENERAL 500
    PIKE MARKET SENIOR CENTER & FOOD BANK
    85 PIKE ST STE 200
    SEATTLE,WA98101     		  501 (C) 3 CHARITY GENERAL 1,000
    PINE STREET INN
    444 HARRISON AVENUE
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 5,000
    PLANNED PARENTHOOD
    PO BOX 97166
    WASHINGTON,DC200907166     		  501 (C) 3 CHARITY GENERAL 1,500
    POWERS MUSIC SCHOOL
    PO BOX 398
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 3,000
    PROCTOR ACADEMY
    PO BOX 500
    ANDOVER,NH03216     		  501 (C) 3 CHARITY GENERAL 10,000
    PROJECT ETHIOPIA
    1763 NW 62ND STREET
    SEATTLE,WA98107     		  501 (C) 3 CHARITY GENERAL 3,000
    PROPUBLICA
    155 AVE OF THE AMERICAS FL 13
    NEW YORK,NY10013     		  501 (C) 3 CHARITY GENERAL 500
    PUGET SOUNDKEEPER ALLIANCE
    130 NICKERSON STREET STE 107
    SEATTLE,WA98109     		  501 (C) 3 CHARITY GENERAL 38,000
    QUEST ADVENTURES
    PO BOX 301473
    JAMAICA PLAIN,MA02130     		  501 (C) 3 CHARITY GENERAL 3,000
    RADCLIFFE INSTITUTE
    PO BOX 419209
    BOSTON,MA022419209     		  501 (C) 3 CHARITY SCHLESINGER LIBRARY 250
    RAINIER VALLEY FOOD BANK
    4205 RAINIER AVENUE S
    SEATTLE,WA981181356     		  501 (C) 3 CHARITY GENERAL 4,000
    REFUGEE & IMMIGRANT SVCS NORTHWEST
    2000 TOWER STREET
    EVERETT,WA982011352     		  501 (C) 3 CHARITY GENERAL 500
    RINGLING COLLEGE OF ART & DESIGN
    2700 NORTH TAMIAMI TRAIL
    SARASOTA,FL342345895     		  501 (C) 3 CHARITY GENERAL 1,000
    ROSIE'S PLACE
    889 HARRISON AVENUE
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 5,000
    SAILORS FOR THE SEA
    449 THAMES STREET
    NEWPORT,RI02840     		  501 (C) 3 CHARITY GENERAL 2,000
    SALVATION ARMY
    1500 WASHINGTON STREET
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 1,500
    SEATTLE FOUNDATION
    1601 FIFTH AVE SUITE 1900
    SEATTLE,WA98101     		  501 (C) 3 CHARITY GENERAL 500
    SEATTLE MUSIC PARTNERS
    1425 BROADWAY 508
    SEATTLE,WA98122     		  501 (C) 3 CHARITY GENERAL 500
    SFMA FARM RELIEF FUND
    5315 22ND AVENUE NW
    SEATTLE,WA98107     		  501 (C) 3 CHARITY GENERAL 500
    SILVER LINING MENTORING
    727 ATLANTIC AVENUE 3RD FLOOR
    BOSTON,MA02111     		  501 (C) 3 CHARITY GENERAL 3,000
    SOCIAL JUSTICE FUND NORTHWEST
    1904 3RD AVE STE 806
    SEATTLE,WA98101     		  501 (C) 3 CHARITY GENERAL 500
    SOCIETY FOR THE PROTECTION OF NH FOREST
    54 PORTSMOUTH STREET
    CONCORD,NH03301     		  501 (C) 3 CHARITY GENERAL 1,500
    SOUTH WHIDBEY GOOD CHEER INC
    PO BOX 144
    LANGLEY,WA98260     		  501 (C) 3 CHARITY GENERAL 500
    SPECIAL OLYMPICS
    PO BOX 809
    HUDSON,MA017490809     		  501 (C) 3 CHARITY GENERAL 500
    SQUAM LAKES CONSERVATION SOCIETY
    PO BOX 696
    HOLDERNESS,NH03245     		  501 (C) 3 CHARITY GENERAL 500
    SQUAM LAKES NATURAL SCIENCE CENTER
    PO BOX 173
    HOLDERNESS,NH032450173     		  501 (C) 3 CHARITY GENERAL 7,000
    ST STEPHEN'S YOUTH PROGRAMS
    419 SHAWMUT AVENUE
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 2,000
    STRONG WOMEN STRONG GIRLS INC
    555 AMORY STREET SUITE 3R-3
    JAMAICA PLAIN,MA02130     		  501 (C) 3 CHARITY GENERAL 2,000
    THE FOOD PROJECT
    10 LEWIS STREET
    LINCOLN,MA01773     		  501 (C) 3 CHARITY GENERAL 5,000
    THE GROWHAUS
    4751 YORK STREET
    DENVER,CO80216     		  501 (C) 3 CHARITY GENERAL 6,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DR SUITE 100
    ARLINGTON,VA22203     		  501 (C) 3 CHARITY GENERAL 6,000
    THE REVELS
    80 MT AUBURN STREET
    WATERTOWN,MA02472     		  501 (C) 3 CHARITY GENERAL 500
    THE TRUSTEES OF RESERVATIONS
    572 ESSEX STREET
    BEVERLY,MA019151530     		  501 (C) 3 CHARITY GENERAL 3,000
    THOMPSON ISLAND OUTWARD BOUND
    PO BOX 127
    BOSTON,MA021270002     		  501 (C) 3 CHARITY GENERAL 11,000
    TIDES FOUNDATION
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA941291755     		  501 (C) 3 CHARITY GENERAL 500
    TREEHOUSE WASHINGTON
    2100 24TH AVE S SUITE 200
    SEATTLE,WA98144     		  501 (C) 3 CHARITY GENERAL 500
    TRUSTEES OF PHILLIPS ACADEMY
    PO BOX 9557
    BOSTON,MA022059852     		  501 (C) 3 CHARITY GENERAL 1,000
    UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		  501 (C) 3 CHARITY GENERAL 500
    UNITED WAY OF KING COUNTY
    720 SECOND AVENUE
    SEATTLE,WA98104     		  501 (C) 3 CHARITY GENERAL 500
    UNIVERSITY DISTRICT FOOD BANK
    5017 ROOSEVELT WAY NE
    SEATTLE,WA98105     		  501 (C) 3 CHARITY GENERAL 4,000
    URBAN JUSTICE CENTER
    40 RECTOR STREET 9TH FLOOR
    NEW YORK,NY100061732     		  501 (C) 3 CHARITY GENERAL 500
    VAUGHAN COMMUNITY SERVICES
    PO BOX 401
    NORTH CONWAY,NH03860     		  501 (C) 3 CHARITY GENERAL 2,000
    WATERORG
    117 W 20TH ST SUITE 203
    KANSAS CITY,MO64108     		  501 (C) 3 CHARITY GENERAL 500
    WBUR
    890 COMMONWEALTH AVENUE 3RD FLOOR
    BOSTON,MA02215     		  501 (C) 3 CHARITY GENERAL 1,000
    WEST END HOUSE
    105 ALLSTON STREET
    ALLSTON,MA02134     		  501 (C) 3 CHARITY GENERAL 2,000
    WESTERN WASHINGTON UNIVERSITY
    516 HIGH STREET
    BELLINGHAM,WA98225     		  501 (C) 3 CHARITY GENERAL 500
    WESTMINSTER PUBLIC SCHOOLS
    7002 RALEIGH STREET
    WESTMINSTER,CO80030     		  501 (C) 3 CHARITY GENERAL 500
    WGBH CHANNEL 2
    ONE GUEST STREET
    BOSTON,MA02135     		  501 (C) 3 CHARITY GENERAL 10,000
    WGBH RADIO 897
    ONE GUEST STREET
    BOSTON,MA02135     		  501 (C) 3 CHARITY GENERAL 2,000
    WHIDBEY CAMANO LAND TRUST
    765 WONN ROAD C-201
    GREENBANK,WA98253     		  501 (C) 3 CHARITY GENERAL 200
    WOMEN IN MEDIA
    2851 PHELPS AVE
    LOS ANGELES,CA90032     		  501 (C) 3 CHARITY GENERAL 500
    WOMEN'S INSTITUTE FOR HOUSING AND ECONOMIC DEVELOPMENT
    15 COURT SQUARE SUITE 210
    BOSTON,MA02108     		  501 (C) 3 CHARITY GENERAL 2,500
    WOMEN'S MEDIA CENTER
    1825 K STREET NW SUITE 400
    WASHINGTON,DC20006     		  501 (C) 3 CHARITY GENERAL 500
    WOODS HOLE OCEANOGRAPHIC INST
    266 WOODS HOLE ROAD MS40
    WOODS HOLE,MA02543     		  501 (C) 3 CHARITY GENERAL 1,000
    YOGA BEHIND BARS
    PO BOX 84494
    SEATTLE,WA98124     		  501 (C) 3 CHARITY GENERAL 200
    YOUNG AUDIENCES OF MASS
    89 SOUTH STREET 603
    BOSTON,MA02111     		  501 (C) 3 CHARITY GENERAL 1,000
    YOUTH CARE
    2500 54TH STREET NE
    SEATTLE,WA98105     		  501 (C) 3 CHARITY GENERAL 500
    YOUTHBUILD BOSTON
    27 CENTRE STREET
    ROXBURY,MA02119     		  501 (C) 3 CHARITY GENERAL 1,000
    Total .................................bullet 3a 436,550
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 173,030  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -473  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     16 786  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 206,573  
    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).. 0 379,916 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    379,916
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 12,200 6,100 0 6,100

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ARTISAN HIGH INCOME 700,000 725,977
    BLACKROCK STRATEGIC 339,954 361,598
    VANGUARD TOTAL BOND MARKET INDEX 788,100 873,628
    VANGUARD INFLATION PROTECTED SEC ADM 441,055 491,586

    TY 2020 InvestmentsOtherSchedule2
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EBC FAMILY INVESTMENT, LLC AT COST 133,054 124,223
    PARK STREET NATURAL RESOURCE FUND AT COST 23,487 9,904
    CW REAL ASSET FUND 2011, LLC AT COST 26,955 38,745
    CW REAL ESTATE FUND II, LLC AT COST 2,404 1,603
    CW REAL ESTATE FUND III, LLC AT COST 3,924 7,801
    CW PRIVATE EQUITY 2007, LLC AT COST 49,975 143,016
    CW PRIVATE EQUITY FUND 2011, LLC AT COST 69,599 193,047
    CW VENTURE FUND IV, LLC AT COST 21,096 22,303
    CW PRIVATE MARKETS FUND 2018, LLC AT COST 389,396 422,607
    AMERICAN BEACON THE LONDON CO INC. AT COST 434,127 503,014
    CHAMPLAIN SMALL AT COST 742,249 747,041
    EDGEWOOD GROWTH FUND INSTL CL AT COST 254,579 658,601
    GRANDEUR PEAK INTNTL AT COST 500,030 731,555
    INVESCO OPPENHEIMER EMERG MRKTS INN AT COST 325,000 417,113
    JOHCM INTERNATIONAL SELECT FUND CL I AT COST 405,030 541,073
    UBS EMERGING MRKTS AT COST 315,030 448,057
    FIMM MONEY MARKET AT COST 1,399 1,399
    ISHARES TRUST CORE AT COST 781,990 878,371
    VANGUARD INDEX FDS AT COST 539,759 645,364
    VANGUARD INDEX FDS VANGUARD AT COST 1,171,759 1,677,786
    CW HEDGE FUND I AT COST 0 2,033
    CW HEDGE FUND II AT COST 0 11,071

    TY 2020 OtherAssetsSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID TAXES 13,347 9,576 9,576


    TY 2020 OtherExpensesSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MA FILING FEES 70 0 0 0
    PARTNERSHIP INVESTMENT EXPENSES 31,750 31,062 0 0
    INVESTMENT PARTNERSHIPS 473 473   0


    TY 2020 OtherIncomeSchedule2
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME FROM PARTNERSHIPS 291 291  
    ORDINARY INCOME FROM PARTNERSHIPS -9,232 -9,232  
    CANCELLATION OF DEBT INCOME FROM PARTNERSHIPS 9,727 9,727  


    TY 2020 OtherIncreasesSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Description Amount
    BOOK/TAX DIFFERENCES 3,285


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 67,226 67,226 0 0
    OFFICE EXPENSES 15,300 0 0 15,300


    TY 2020 TaxesSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP FOREIGN TAXES PAID 212 212 0 0
    FOREIGN TAXES WITHHELD ON DIVIDENDS 2,942 2,942 0 0
    EXCISE TAX: FORM 990-PF 3,771 0 0 0