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
THE CABOT FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)22 BATTERYMARCH ST FLOOR 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6036446
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$54,411,002J 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 7,372    
4 Dividends and interest from securities... 597,565 821,971  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,693,588
b Gross sales price for all assets on line 6a 26,095,543
7 Capital gain net income (from Part IV, line 2)... 2,991,785
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 410,447 3,203  
12 Total. Add lines 1 through 11........ 3,708,972 3,816,959  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000 0   10,000
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 7,700 0   7,700
c Other professional fees (attach schedule).... Click to see attachment 472,708 179,218   293,490
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,027 19,170   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,248 0   1,248
22 Printing and publications.......... 2,104 0   2,104
23 Other expenses (attach schedule)....... Click to see attachment 46,671 58,757   8,699
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 545,458 257,145   323,241
25 Contributions, gifts, grants paid....... 2,154,970 2,154,970
26 Total expenses and disbursements. Add lines 24 and 25 2,700,428 257,145   2,478,211
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,008,544
b Net investment income (if negative, enter -0-) 3,559,814
c Adjusted net income (if negative, enter -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............. 22,827 36,564 36,564
2 Savings and temporary cash investments......... 416,711 1,201,997 1,201,997
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)....... 48,621,380 Click to see attachment51,673,262 51,673,262
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).......... 1,157,776 Click to see attachment1,499,179 1,499,179
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) 50,218,694 54,411,002 54,411,002
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........... 50,218,694 54,411,002
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)..... 50,218,694 54,411,002
30 Total liabilities and net assets/fund balances (see instructions). 50,218,694 54,411,002
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
50,218,694
2
Enter amount from Part I, line 27a .....................
2
1,008,544
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,183,764
4
Add lines 1, 2, and 3 ..........................
4
54,411,002
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
54,411,002
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 FIDUCIARY TRUST 1099 #9309 P    
b PARTNERSHIPS ST GAINS P    
c PARTNERSHIPS LT GAINS P    
d PARTNERSHIPS 1231 GAINS P    
e 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 25,617,139   23,103,758 2,513,381
b 641     641
c 292,317     292,317
d 5,239     5,239
e 180,207     180,207
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       2,513,381
b       641
c       292,317
d       5,239
e       180,207
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 2,991,785
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 49,481
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 49,481
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 49,481
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 32,621
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 82,621
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 33,140
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet33,140 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 addressbulletWWW.CABOTFAMILYTRUST.ORG
    14
    The books are in care ofbulletELIZABETH LYNCH Telephone no.bullet (617) 451-1744

    Located atbullet22 BATTERYMARCH ST FLOOR 2BOSTONMA 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
     
    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 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
     
    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
    LAURA CABOT CARRIGAN TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST FLOOR 2
    BOSTON,MA02109
    HENDRIKA T SLUDER TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST FLOOR 2
    BOSTON,MA02109
    MARY SCHNEIDER ENRIQUEZ TERM TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST FLOOR 2
    BOSTON,MA02109
    FRANCIS M BRADLEY TERM TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST FLOOR 2
    BOSTON,MA02109
    DR GREENFIELD SLUDER TERM TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST FLOOR 2
    BOSTON,MA02109
    SHOMA ADITYA TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST FLOOR 2
    BOSTON,MA02109
    ELIZABETH LYNCH EXECUTIVE DIRECTOR
    24.00     		10,000 0 0
    22 BATTERYMARCH ST FLOOR 2
    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
    CABOT-WELLINGTON LLC ADMINSTRATION SVCS 293,000
    22 BATTERYMARCH ST FLOOR 2
    BOSTON,MA02109
    FIDUCIARY TRUST COMPANY INVESTMENT ADVISORS 179,218
    PO BOX 55806
    BOSTON,MA022055806
    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
    48,194,416
    b
    Average of monthly cash balances.......................
    1b
    771,995
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    48,966,411
    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
    48,966,411
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    734,496
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    48,231,915
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,411,596
    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
    2,411,596
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    49,481
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    1,793
    c
    Add lines 2a and 2b............................
    2c
    51,274
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,360,322
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,360,322
    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
    2,360,322
    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
    2,478,211
    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
    2,478,211
    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
    2,478,211
    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 2,360,322
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 884,704
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,478,211
    a Applied to 2019, but not more than line 2a 884,704
    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..... 1,593,507
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 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 ..........     		766,815
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    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).)
    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:
    ELIZABETH LYNCH
    22 BATTERYMARCH ST FLOOR 2
    BOSTON,MA02109
    (617) 451-1744
    bThe form in which applications should be submitted and information and materials they should include:
    AN ON-LINE APPLICATION IS AVAILABLE AT WWWW.CABOTFAMILYTRUST.ORG.
    cAny submission deadlines:
    FEBRUARY 1ST & SEPTEMBER 1ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PLEASE REFER TO GRANT PROGRAM POLICY AND REVIEW CRITERIA ATTACHED.
    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
    ACTION FOR BOSTON COMMUNITY DEVELOPMENT
    178 TREMONT ST
    BOSTON,MA02111     		NOT RELATED PC EXEMPT PURPOSES 49,470
    ADOLESCENT CONSULTATION SERVICE
    189 CAMBRIDGE ST
    CAMBRIDGE,MA02141     		NOT RELATED PC EXEMPT PURPOSES 15,000
    AERO CLUB OF NEW ENGLAND
    200 HANSCOM DR 27
    BEDFORD,MA01730     		NOT RELATED PC EXEMPT PURPOSES 10,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129     		NOT RELATED PC EXEMPT PURPOSES 10,000
    APPRENTICE LEARNING INC
    PO BOX 300068
    JAMAICA PLAIN,MA02130     		NOT RELATED PC EXEMPT PURPOSES 25,000
    BAY COVE HUMAN SERVICESMALL W
    66 CANAL ST
    BOSTON,MA02114     		NOT RELATED PC EXEMPT PURPOSES 50,000
    BOSTON CHARITABLE TRUST FUND
    BOSTON CITY HALL NO M-5
    BOSTON,MA02201     		NOT RELATED PC EXEMPT PURPOSES 25,000
    BOSTON COLLEGE TRUSTEES
    140 COMMONWEALTH AVE
    CHESTNUT HILL,MA02467     		NOT RELATED PC EXEMPT PURPOSES 25,000
    BOSTON DAY AND EVENING ACADEMY
    20 KEARSARGE AVE
    ROXBURY,MA02119     		NOT RELATED PC EXEMPT PURPOSES 25,000
    BOSTON FOOD FOREST COALITION
    23 EGLESTON ST
    JAMAICA PLAIN,MA02130     		NOT RELATED PC EXEMPT PURPOSES 30,000
    BOSTON FOUNDATION INC
    75 ARLINGTON ST 3RD FLOOR
    BOSTON,MA02116     		NOT RELATED PC EXEMPT PURPOSES 25,000
    BOSTON HIGHER EDUCATION RESOURCE
    68 NORTHAMPTON ST
    BOSTON,MA02118     		NOT RELATED PC EXEMPT PURPOSES 40,000
    BOSTON LANDMARKS ORCHESTRA
    545 CONCORD AVENUE SUITE 318
    CAMBRIDGE,MA02138     		NOT RELATED PC EXEMPT PURPOSES 30,000
    BOSTON LYRIC OPERA
    PO BOX 986500
    BOSTON,MA02298     		NOT RELATED PC EXEMPT PURPOSES 15,000
    BOSTON SCHOOLS FUND
    53 STATE ST SUITE 500
    BOSTON,MA02109     		NOT RELATED PC EXEMPT PURPOSES 30,000
    BOSTON YOUTH SYMPHONY ORCHESTRAS
    855 COMMONWEALTH AVE
    BOSTON,MA02215     		NOT RELATED PC EXEMPT PURPOSES 25,000
    BOYS & GIRLS CLUB OF BOSTON
    200 HIGH ST 3RD FLOOR
    BOSTON,MA02110     		NOT RELATED PC EXEMPT PURPOSES 25,000
    BOYS & GIRLS CLUB OF LYNN
    25 NORTH COMMON ST
    LYNN,MA01902     		NOT RELATED PC EXEMPT PURPOSES 15,000
    BUILD - BOSTON
    711 ATLANTIC AVE 6TH FLOOR
    BOSTON,MA02111     		NOT RELATED PC EXEMPT PURPOSES 15,000
    CAREER COLLABORATIVE INC
    100 SUMMER STREET 17TH FLOOR
    BOSTON,MA02110     		NOT RELATED PC EXEMPT PURPOSES 10,000
    CEDAC FBO CHILDREN'S INVESTMENT FUND
    18 TREMONT STREET SUITE 500
    BOSTON,MA02108     		NOT RELATED PC EXEMPT PURPOSES 25,000
    CHICA PROJECT
    98 NORTH WASHINGTON STREET
    BOSTON,MA02114     		NOT RELATED PC EXEMPT PURPOSES 30,000
    CHILDREN'S ADVOCACY CENTER
    6280 SOUTH VALLEY BLVD SUITE 742
    LAS VEGAS,NV89118     		NOT RELATED PC EXEMPT PURPOSES 25,000
    CHILDREN'S LAW CENTER OF MA
    298 UNION ST 2ND FLOOR
    LYNN,MA01903     		NOT RELATED PC EXEMPT PURPOSES 25,000
    CHILDREN'S ROOM CENTER FOR GROWTH AND DEVELOPMENT
    1210 MASSACHUSETTS AVE
    ARLINGTON,MA02476     		NOT RELATED PC EXEMPT PURPOSES 10,000
    CITY MISSION INC
    100 EAST TUPPER ST
    BUFFALO,NY14203     		NOT RELATED PC EXEMPT PURPOSES 25,000
    COACHING FOR CHANGE INC
    427 WINTHROP ST
    TAUNTON,MA02780     		NOT RELATED PC EXEMPT PURPOSES 20,000
    CODMAN SQUARE HEALTH CENTER
    637 WASHINGTON ST
    DORCHESTER CENTER,MA02124     		NOT RELATED PC EXEMPT PURPOSES 50,000
    COMMUNITY BOATING INC
    21 DAVID MUGAR WAY
    BOSTON,MA02114     		NOT RELATED PC EXEMPT PURPOSES 10,000
    COMMUNITY COOKS
    337 SOMERVILLE AVE
    SOMERVILLE,MA02143     		NOT RELATED PC EXEMPT PURPOSES 30,000
    COMMUNITY RESOURCES FOR JUSTICE
    355 BOYLSTON ST
    BOSTON,MA02116     		NOT RELATED PC EXEMPT PURPOSES 25,000
    COMMUNITY SERVINGS
    179 AMORY ST
    JAMAICA PLAIN,MA02130     		NOT RELATED PC EXEMPT PURPOSES 40,000
    COMPANY ONE INC
    539 TREMONT ST
    BOSTON,MA02116     		NOT RELATED PC EXEMPT PURPOSES 25,000
    COURAGEOUS SAILING CENTER FOR YOUTH INC
    1 1ST AVE
    BOSTON,MA02129     		NOT RELATED PC EXEMPT PURPOSES 15,000
    DE NOVO CTR FOR JUSTICE & HEAL
    47 THORNDIKE ST
    CAMBRIDGE,MA02141     		NOT RELATED PC EXEMPT PURPOSES 15,000
    ECONOMIC MOBILITY PATHWAYS INC
    308 CONGRESS ST 5TH FLOOR
    BOSTON,MA02210     		NOT RELATED PC EXEMPT PURPOSES 25,000
    EDUCATION PIONEERS INC
    79 CANAL ST SUITE 200
    BOSTON,MA02114     		NOT RELATED PC EXEMPT PURPOSES 20,000
    EDUCATIONAL DEVELOPMENT GROUP
    434 MASSACHUSETTS AVE NO G1
    BOSTON,MA02118     		NOT RELATED PC EXEMPT PURPOSES 15,000
    EDVESTORS INC
    140 CLARENDON ST
    BOSTON,MA02116     		NOT RELATED PC EXEMPT PURPOSES 25,000
    EPIPHANY SCHOOL INC
    154 CENTRE ST
    BOSTON,MA02124     		NOT RELATED PC EXEMPT PURPOSES 40,000
    FAMILYAID BOSTON INC
    3815 WASHINGTON STREET
    BOSTON,MA02130     		NOT RELATED PC EXEMPT PURPOSES 40,000
    FOOD LINK INC
    32 OLDHAM RD
    ARLINGTON,MA02474     		NOT RELATED PC EXEMPT PURPOSES 40,000
    FOOD PROJECT INC
    555 DUDLEY ST
    DORCHESTER,MA02125     		NOT RELATED PC EXEMPT PURPOSES 35,000
    FRANCISCAN HOSPITAL FOR CHILDREN
    30 WARREN ST
    BRIGHTON,MA02135     		NOT RELATED PC EXEMPT PURPOSES 50,000
    FRESH TRUCK INC
    69 SHIRLEY ST
    BOSTON,MA02119     		NOT RELATED PC EXEMPT PURPOSES 35,000
    FRIDAY NIGHT SUPPER PROGRAM
    351 BOYLSTON ST
    BOSTON,MA02116     		NOT RELATED PC EXEMPT PURPOSES 5,000
    FRIENDS OF BEDROCK GARDENS
    45 HIGH RD
    LEE,NH03861     		NOT RELATED PC EXEMPT PURPOSES 25,000
    FRIENDS OF THE CHILDREN - BOSTON
    184 DUDLEY STREET SUITE 100
    ROXBURY,MA02119     		NOT RELATED PC EXEMPT PURPOSES 17,500
    GAINING GROUND
    341 VIRGINIA RD
    CONCORD,MA01742     		NOT RELATED PC EXEMPT PURPOSES 15,000
    GENERATION CITIZEN INC
    110 WALL ST
    NEW YORK,NY10005     		NOT RELATED PC EXEMPT PURPOSES 25,000
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND ST
    BOSTON,MA02114     		NOT RELATED PC EXEMPT PURPOSES 30,000
    GREENROOTS INC
    227 MARGINAL ST NO 1
    CHELSEA,MA02150     		NOT RELATED PC EXEMPT PURPOSES 26,500
    HERRING GUT LEARNING CENTER
    59 FACTORY RD
    GEORGE,ME04860     		NOT RELATED PC EXEMPT PURPOSES 15,000
    HOME FOR LITTLE WANDERERS
    397 LINCOLN RD
    WALPOLE,MA02081     		NOT RELATED PC EXEMPT PURPOSES 25,000
    HOPE AND COMFORT INC
    659 HIGHLAND AVE
    NEEDHAM,MA02494     		NOT RELATED PC EXEMPT PURPOSES 15,000
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DR
    BOSTON,MA02210     		NOT RELATED PC EXEMPT PURPOSES 25,000
    JFYNETWORKS
    44 SCHOOL ST NO 1010
    BOSTON,MA02108     		NOT RELATED PC EXEMPT PURPOSES 25,000
    JUSTICE AT WORK INC
    33 HARRISON AVE
    BOSTON,MA02111     		NOT RELATED PC EXEMPT PURPOSES 15,000
    LATINOS FOR EDUCATION INC
    27 PAYSON AVE
    BELMONT,MA02478     		NOT RELATED PC EXEMPT PURPOSES 22,000
    LENA PARK COMMUNITY DEVELOPMENT
    150 AMERICAN LEGION HWY
    DORCHESTER,MA02124     		NOT RELATED PC EXEMPT PURPOSES 15,000
    MA ADOPTION RESOURCE EXCHANGE
    19 NEEDHAM ST SUITE 206
    NEWTON,MA02461     		NOT RELATED PC EXEMPT PURPOSES 25,000
    MASS AUDUBON SOCIETY INC
    225 VARICK ST 7TH FLOOR
    NEW YORK,NY10014     		NOT RELATED PC EXEMPT PURPOSES 35,000
    MASS MENTORING PARTNERSHIP
    75 KNEELAND ST
    BOSTON,MA02111     		NOT RELATED PC EXEMPT PURPOSES 25,000
    MISSIONSAFE A NEW BEGINNING
    18 JOHN ELIOT SQUARE
    BOSTON,MA02119     		NOT RELATED PC EXEMPT PURPOSES 25,000
    MUJERES UNIDAS AVANZANDO
    54 CLAYTON ST 1
    DORCHESTER,MA02122     		NOT RELATED PC EXEMPT PURPOSES 25,000
    NAVIGATION GAMES
    116 HENRY ST
    CAMBRIDGE,MA02139     		NOT RELATED PC EXEMPT PURPOSES 15,000
    NORTHEAST HOSPITAL CORPORATION
    85 HERRICK ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSES 50,000
    PAIR PROJECT INC
    98 NORTH WASHINGTON STREET SUITE
    106
    BOSTON,MA02114     		NOT RELATED PC EXEMPT PURPOSES 15,000
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		NOT RELATED PC EXEMPT PURPOSES 25,000
    PROJECT BREAD - THE WALK FOR HUNGER INC
    145 BORDER STREET
    EAST BOSTON,MA02128     		NOT RELATED PC EXEMPT PURPOSES 10,000
    RAISING A READER MA
    3 SCHOOL ST
    BOSTON,MA02108     		NOT RELATED PC EXEMPT PURPOSES 20,000
    RENNIE CENTER FOR EDUCATION RESEARCH & POLICY
    75 CHARTER OAK AVE SUITE 1-310
    HARTFORD,CT06106     		NOT RELATED PC EXEMPT PURPOSES 30,000
    RIAN IMMIGRANT CENTER INC
    1 STATE ST NO 800
    BOSTON,MA02109     		NOT RELATED PC EXEMPT PURPOSES 44,000
    SAMARITANS INC
    411 WEST ST 4TH FLOOR
    BOSTON,MA02111     		NOT RELATED PC EXEMPT PURPOSES 20,000
    SCIENCE FROM SCIENTISTS
    1 DEANGELO DR
    BEDFORD,MA01730     		NOT RELATED PC EXEMPT PURPOSES 15,000
    SECOND STEP INC
    PO BOX 600213
    NEWTONVILLE,MA02460     		NOT RELATED PC EXEMPT PURPOSES 35,000
    SHOOTING TOUCH
    65 SPRAGUE ST
    BOSTON,MA02136     		NOT RELATED PC EXEMPT PURPOSES 25,000
    SILVER LINING MENTORING INC
    727 ATLANTIC AVE 3
    BOSTON,MA02111     		NOT RELATED PC EXEMPT PURPOSES 15,000
    SOCCER WITHOUT BORDERS
    282 MERIDIAN ST
    BOSTON,MA02128     		NOT RELATED PC EXEMPT PURPOSES 12,500
    SOUTHWEST BOSTON COMMUNITY DEVELOPMENT
    11 FAIRMOUNT AVE NO 101
    HYPE PARK,MA02136     		NOT RELATED PC EXEMPT PURPOSES 6,000
    TECH GOES HOME
    867 BOYLSTON ST 5TH FLOOR
    BOSTON,MA02116     		NOT RELATED PC EXEMPT PURPOSES 35,000
    THE ELIZABETH PEABODY HOUSE
    275-277 BROADWAY
    SOMERVILLE,MA02145     		NOT RELATED PC EXEMPT PURPOSES 12,000
    THE MATCH FOUNDATION INC
    PO BOX 4226
    ITHACA,NY14850     		NOT RELATED PC EXEMPT PURPOSES 25,000
    THE PREPARATORY FOUNDATION INC
    885 RIVER ST
    BOSTON,MA02136     		NOT RELATED PC EXEMPT PURPOSES 15,000
    TSNE FBO FUTURE CHEFS
    89 SOUTH ST
    BOSTON,MA02111     		NOT RELATED PC EXEMPT PURPOSES 25,000
    UP EDUCATION NETWORK
    77 SUMMER ST FLOOR 2
    BOSTON,MA02110     		NOT RELATED PC EXEMPT PURPOSES 25,000
    VICTORY PROGRAMS INC
    965 MASSACHUSETTS AVE
    BOSTON,MA02118     		NOT RELATED PC EXEMPT PURPOSES 25,000
    WORCESTER NATURAL HISTORY SOCIETY
    222 HARRINGTON WAY
    WORCESTER,MA01604     		NOT RELATED PC EXEMPT PURPOSES 30,000
    Total .................................bullet 3a 2,154,970
    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 ...........     		    14 7,372  
    4 Dividends and interest from securities....     14 597,565  
    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.....     14 269,007  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,693,588  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		        141,440
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,567,532 141,440
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,708,972
    (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.)
    11A FEDERAL TAX REFUND
    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:
    THE CABOT FAMILY CHARITABLE TRUST
    EIN:
    04-6036446
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WOLF & COMPANY, PC 7,700 0   7,700

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE CABOT FAMILY CHARITABLE TRUST
    EIN:
    04-6036446
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS 51,673,262 51,673,262

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE CABOT FAMILY CHARITABLE TRUST
    EIN:
    04-6036446
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIMITED PARTNERSHIP FMV 1,499,179 1,499,179

    TY 2020 OtherExpensesSchedule
    Name:
    THE CABOT FAMILY CHARITABLE TRUST
    EIN:
    04-6036446
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIP DUES 7,600 0   7,600
    MASS FILING FEE 500 0   500
    POSTAGE/SHIPPING 582 0   582
    PARTNERSHIPS ADMIN EXPENSE 5,824 5,824   0
    PARTNERSHIPS DEDUCTIONS 32,165 47,564   0
    SPDR TRUST EXPENSES 0 5,369   0
    K-1 CHARITABLE CONTRIBUTIONS 0 0   17


    TY 2020 OtherIncomeSchedule2
    Name:
    THE CABOT FAMILY CHARITABLE TRUST
    EIN:
    04-6036446
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 269,007 3,203 269,007
    FEDERAL TAX REFUND 141,440   141,440


    TY 2020 OtherIncreasesSchedule
    Name:
    THE CABOT FAMILY CHARITABLE TRUST
    EIN:
    04-6036446
    Description Amount
    CHANGE IN UNREALIZED GAINS/LOSSES 3,183,764


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE CABOT FAMILY CHARITABLE TRUST
    EIN:
    04-6036446
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES - FIDUCIARY TR 179,218 179,218   0
    CABOT WELLINGTON LLC 293,000 0   293,000
    FIDUCIARY TAX LETTER FEE 490 0   490


    TY 2020 TaxesSchedule
    Name:
    THE CABOT FAMILY CHARITABLE TRUST
    EIN:
    04-6036446
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID FIDUCIARY 0 12,928   0
    PARTNERSHIP W/H TAXES 5,027 6,242   0