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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$12,043,863J 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... 233,609 233,603  
5a Gross rents............      
b Net rental income or (loss) -510
6a Net gain or (loss) from sale of assets not on line 10 582,397
b Gross sales price for all assets on line 6a 1,088,897
7 Capital gain net income (from Part IV, line 2)... 582,397
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 5,405 5,350 0
12 Total. Add lines 1 through 11........ 821,411 821,350 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 15,200 7,600 0 7,600
c Other professional fees (attach schedule).... Click to see attachment 97,300 81,700 0 15,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,560 11,784 0 0
19 Depreciation (attach schedule) and depletion... 2,098 2,098 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 35,914 34,049 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 166,072 137,231 0 23,200
25 Contributions, gifts, grants paid....... 554,300 554,300
26 Total expenses and disbursements. Add lines 24 and 25 720,372 137,231 0 577,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 101,039
b Net investment income (if negative, enter -0-) 684,119
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 44,352 3,082 3,082
2 Savings and temporary cash investments......... 293,277 501,957 501,957
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 attachment2,097,528 2,225,554
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,190,842 Click to see attachment6,242,957 9,302,470
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,576 Click to see attachment10,800 Click to see attachment10,800
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,807,156 8,856,324 12,043,863
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 6,620,465 6,669,633
29 Total net assets or fund balances (see instructions)..... 8,807,156 8,856,324
30 Total liabilities and net assets/fund balances (see instructions). 8,807,156 8,856,324
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
8,807,156
2
Enter amount from Part I, line 27a .....................
2
101,039
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,908,195
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
51,871
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,856,324
Form 990-PF (2021)
Form 990-PF (2021)
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 ARTISAN HIGH INCOME FUND INVESTOR P 2018-07-27 2021-08-02
b CHAMPLAIN SMALL COMPANY CLASS INSTL P 2018-07-27 2021-11-16
c EDGEWOOD GROWTH FUND INSTL CL P 2016-02-26 2021-11-16
d GRANDEUR PEAK INTNTLSTALWARTS INSTL P 2018-08-10 2021-12-31
e ISHARES TRUST CORE MSCI EAFE ETF P 2019-12-09 2021-08-24
VANGUARD SMALL-CAP INDEX FUND P 2018-09-27 2021-12-31
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL P 2019-05-16 2021-12-31
SHORT-TERM PARTNERSHIPS P 2021-01-01 2021-12-31
LONG-TERM PARTNERSHIPS P 2010-01-01 2021-12-31
1231 GAIN - PARTNERSHIPS P 2010-01-01 2021-12-31
1256 GAIN - PARTNERSHIPS P 2010-01-01 2021-12-31
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 36,977   35,355 1,622
b 43,470   36,383 7,087
c 23,470   7,135 16,335
d 118,940   64,544 54,396
e 65,938   55,566 10,372
238,951   171,290 67,661
144,671   136,226 8,445
8,110     8,110
157,957     157,957
10,836     10,836
    1 -1
239,577     239,577
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       1,622
b       7,087
c       16,335
d       54,396
e       10,372
      67,661
      8,445
      8,110
      157,957
      10,836
      -1
      239,577
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 2 582,397
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 9,509
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 9,509
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,800
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 7,291
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet7,291 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    10,207,467
    b
    Average of monthly cash balances.......................
    1b
    183,708
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,851,046
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,242,221
    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
    12,242,221
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    183,633
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    12,058,588
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    602,929
    Part X
    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 IX, line 6..................
    1
    602,929
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    9,509
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    1,016
    c
    Add lines 2a and 2b............................
    2c
    10,525
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    592,404
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    592,404
    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 XII, line 1 ...
    7
    592,404
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 592,404
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 17,665
    b From 2017...... 24,931
    c From 2018...... 141,219
    d From 2019...... 128,911
    e From 2020......  
    f Total of lines 3a through e ........ 312,726
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 577,500
    a Applied to 2020, 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 2021 distributable amount..... 577,500
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 14,904 14,904
    (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 5 297,822
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		2,761
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		295,061
    10 Analysis of line 9:
    a Excess from 2017.... 24,931
    b Excess from 2018.... 141,219
    c Excess from 2019.... 128,911
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 1,000
    A WAY OUT
    PO BOX 10825
    ASPEN,CO81612     		  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 GENERAL 2,000
    BALLARD FOOD BANK
    5130 LEARY AVENUE NW
    SEATTLE,WA98107     		  501 (C) 3 CHARITY GENERAL 1,000
    BEAVER COUNTRY DAY SCHOOL
    791 HAMMOND STREET
    CHESTNUT HILL,MA02167     		  501 (C) 3 CHARITY GENERAL 500
    BELMONT CITIZENS FORUM
    PO BOX 609
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 200
    BELMONT FOOD PANTRY
    PO BOX 291
    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 GENERAL 3,000
    BIKES NOT BOMBS
    284 AMORY STREET
    JAMAICA PLAIN,MA02130     		  501 (C) 3 CHARITY GENERAL 1,000
    BOSTON CHILDREN'S CHORUS
    20 OLD COLONY AVENUE
    BOSTON,MA02127     		  501 (C) 3 CHARITY GENERAL 1,000
    BOSTON CHILDREN'S HOSPITAL
    401 PARK DRIVE SUITE 602
    BOSTON,MA02215     		  501 (C) 3 CHARITY GENERAL 1,000
    BOSTON HEALTHCARE FOR THE HOMELESS
    780 ALBANY STREET
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 1,000
    BOSTON LANDMARKS ORCHESTRA
    10 GUEST STREET SUITE 280
    BOSTON,MA02135     		  501 (C) 3 CHARITY GENERAL 1,000
    BOSTON LYRIC OPERA COMPANY
    133 FEDERAL STREET SUITE 800
    BOSTON,MA02110     		  501 (C) 3 CHARITY GENERAL 2,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		  501 (C) 3 CHARITY GENERAL 500
    BOYS & GIRLS CLUB OF GREATER HAVERHILL
    55 EMERSON ST
    HAVERHILL,MA01830     		  501 (C) 3 CHARITY GENERAL 5,000
    BOYS AND GIRLS CLUB OF BOSTON
    200 HIGH STREET 3RD FLOOR
    BOSTON,MA02110     		  501 (C) 3 CHARITY GENERAL 3,000
    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 200
    CANTERBURY SHAKER VILLAGE
    288 SHAKER ROAD
    CANTERBURY,NH03224     		  501 (C) 3 CHARITY GENERAL 500
    CENTER FOR COASTAL STUDIES
    5 HOLWAY AVENUE
    PROVINCETOWN,MA02657     		  501 (C) 3 CHARITY GENERAL 250
    CHARLES RIVER CONSERVANCY
    43 THORNDIKE STREET S3-3
    CAMBRIDGE,MA02141     		  501 (C) 3 CHARITY GENERAL 500
    CHILDRENS MUSEUM OF BOSTON
    300 CONGRESS STREET
    BOSTON,MA02210     		  501 (C) 3 CHARITY GENERAL 1,000
    CHOCORUA CHAPEL ASSOCIATION
    P O BOX 356
    HOLDERNESS,NH032450356     		  501 (C) 3 CHARITY GENERAL 500
    COLORADO ROCKY MOUNTAIN SCHOOL
    1493 COUNTRY ROAD 106
    CARBONDALE,CO81623     		  501 (C) 3 CHARITY GENERAL 2,000
    COLORADO STATE UNIVERSITY FOUNDATION
    410 UNIVERSITY SERVICES CENTER
    FORT COLLINS,CO80523     		  501 (C) 3 CHARITY WESTERN RANCH MANAGEMENT AND ECOSYSTEM STEWARDSHIP, ACADEMIC DEVELOPMENT PROGRAM 5,000
    COMMUNITY CHARTER SCHOOL OF CAMBRIDGE
    245 BENT STREET
    CAMBRIDGE,MA02141     		  501 (C) 3 CHARITY GENERAL 1,000
    COMMUNITY LEADERS ROUNDTABLE OF SEATTLE
    1416 SW 151ST STREET
    BURIEN,WA98166     		  501 (C) 3 CHARITY GENERAL 1,000
    COMMUNITY SERVINGS
    179 AMORY STREET
    JAMAICA PLAIN,MA02130     		  501 (C) 3 CHARITY GENERAL 1,000
    CONSERVATORY LAB CHARTER SCHOOL
    2120 DORCHESTER AVENUE
    DORCHESTER,MA02124     		  501 (C) 3 CHARITY GENERAL 2,000
    COURAGEOUS PARENTS NETWORK
    21 ROCHESTER ROAD
    NEWTON,MA02458     		  501 (C) 3 CHARITY GENERAL 1,000
    CRAIG HOSPITAL FOUNDATION
    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 1,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		  501 (C) 3 CHARITY GENERAL 10,000
    EMERALD NECKLACE CONSERVANCY
    125 THE FENWAY
    BOSTON,MA02115     		  501 (C) 3 CHARITY GENERAL 1,000
    FAMILYAID BOSTON INC
    3815 WASHINGTON STREET
    BOSTON,MA21130     		  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 MOUNT AUBURN CEMETARY
    580 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 250
    GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 3,000
    HANDEL & HAYDN SOCIETY
    9 HARCOURT STREET
    BOSTON,MA02116     		  501 (C) 3 CHARITY GENERAL 2,000
    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 5,000
    HIGH MOUNTAIN INSTITUTE
    PO BOX 970
    LEADVILLE,CO80461     		  501 (C) 3 CHARITY GENERAL 1,000
    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 250
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVENUE
    ROXBURY,MA02119     		  501 (C) 3 CHARITY GENERAL 1,000
    HOWARD UNIVERSITY
    2400 6TH ST NW
    WASHINGTON,DC20059     		  501 (C) 3 CHARITY GENERAL 1,000
    HUNTINGTON THEATRE COMPANY
    264 HUNTINGTON AVENUE
    BOSTON,MA021154606     		  501 (C) 3 CHARITY GENERAL 2,000
    HURRICANE ISLAND OUTWARD BOUND
    21 ELM STREET
    CAMDEN,ME04843     		  501 (C) 3 CHARITY GENERAL 1,000
    ISLAND INSTITUTE
    PO BOX 648
    ROCKLAND,ME048410648     		  501 (C) 3 CHARITY GENERAL 1,000
    JUDY RECORD CONSERVATION FUND
    C/O MASS AUDUBON 208 SOUTH GREAT
    ROAD
    LINCOLN,MA01773     		  501 (C) 3 CHARITY GENERAL 500
    KEPLER
    1732 1ST AVENUE 21374
    NEW YORK,NY10128     		  501 (C) 3 CHARITY GENERAL 1,000
    LESLEY UNIVERSITY
    29 EVERETT STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 2,000
    LOON PRESERVATION COMMITTEE
    183 LEES MILL ROAD
    MOULTONBORO,NH03254     		  501 (C) 3 CHARITY GENERAL 500
    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 3,000
    MARCH OF DIMES
    PO BOX 18819
    ATLANTA,GA31126     		  501 (C) 3 CHARITY GENERAL 1,000
    MASSACHUSETTS AUDUBON
    208 SOUTH GREAT RD
    LINCOLN,MA017739988     		  501 (C) 3 CHARITY GENERAL 3,000
    MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA STREET SUITE 540
    BOSTON,MA02114     		  501 (C) 3 CHARITY GENERAL 1,000
    MASSACHUSETTS RIVERS ALLIANCE
    2343 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02140     		  501 (C) 3 CHARITY GENERAL 250
    MAX WARBURG COURAGE CURRICULUM
    263 HUNTINGTON AVENUE 366
    BOSTON,MA02115     		  501 (C) 3 CHARITY GENERAL 1,000
    MOTHERS OUT FRONT
    30 BOW ST
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 500
    MOUNT AUBURN HOSPITAL
    330 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 1,000
    MOUNT WASHINGTON OBSERVATORY
    PO BOX 2310
    NORTH CONWAY,NH03860     		  501 (C) 3 CHARITY GENERAL 1,000
    MT CARMEL CENTER OF EXCELLENCE
    530 COMMUNICATION CIR
    COLORADO SPRINGS,CO80905     		  501 (C) 3 CHARITY GENERAL 2,500
    MT CARMEL HEALTH WELLNESS
    911 ROBINSON AVE
    TRINIDAD,CO81082     		  501 (C) 3 CHARITY GENERAL 2,500
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVENUE
    BOSTON,MA021159965     		  501 (C) 3 CHARITY GENERAL 1,000
    MUSEUM OF SCIENCE
    1 MUSEUM OF SCIENCE DRIVEWAY
    BOSTON,MA02114     		  501 (C) 3 CHARITY GENERAL 6,000
    MYSTIC RIVER WATERSHED ASSOCIATION
    20 ACADEMY STREET SUITE 306
    ARLINGTON,MA02476     		  501 (C) 3 CHARITY GENERAL 250
    NEW ENGLAND AQUARIUM
    1 CENTRAL WHARF
    BOSTON,MA02110     		  501 (C) 3 CHARITY GENERAL 2,500
    NEW ENGLAND BAPTIST HOSPITAL
    125 PARKER HILL AVE
    BOSTON,MA02120     		  501 (C) 3 CHARITY GENERAL 1,000
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVENUE
    BOSTON,MA02115     		  501 (C) 3 CHARITY GENERAL 2,000
    NEW HAMPSHIRE PUBLIC RADIO
    2 PILLSBURY STREET 6TH FLOOR
    CONCORD,NH03301     		  501 (C) 3 CHARITY GENERAL 1,000
    NORTH BENNET STREET SCHOOL
    150 NORTH STREET
    BOSTON,MA02109     		  501 (C) 3 CHARITY GENERAL 1,000
    OUTPOST PRODUCTIONS
    PO BOX 4543
    ALBUQUERQUE,NM87196     		  501 (C) 3 CHARITY GENERAL 5,000
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON STREET
    WATERTOWN,MA02472     		  501 (C) 3 CHARITY GENERAL 1,000
    PINE STREET INN
    444 HARRISON AVENUE
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 3,000
    PLYMOUTH NURSERY SCHOOL
    582 PLEASANT ST 1
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 1,000
    POWERS MUSIC SCHOOL
    PO BOX 398
    BELMONT,MA02478     		  501 (C) 3 CHARITY GENERAL 1,000
    PRESIDENT AND FELLOWS HARVARD
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		  501 (C) 3 CHARITY GENERAL 250
    PROCTOR ACADEMY
    PO BOX 500
    ANDOVER,NH03216     		  501 (C) 3 CHARITY GENERAL 5,000
    PROJECT ETHIOPIA
    1763 NW 62ND STREET
    SEATTLE,WA98107     		  501 (C) 3 CHARITY GENERAL 1,000
    QUEST ADVENTURES
    PO BOX 301473
    JAMAICA PLAIN,MA02130     		  501 (C) 3 CHARITY GENERAL 1,000
    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 3,000
    SALVATION ARMY
    1500 WASHINGTON STREET
    BOSTON,MA02118     		  501 (C) 3 CHARITY GENERAL 1,000
    SEATTLE MUSIC PARTNERS
    1425 BROADWAY 508
    SEATTLE,MA98122     		  501 (C) 3 CHARITY GENERAL 500
    SILVER LINING MENTORING
    727 ATLANTIC AVENUE 3RD FLOOR
    BOSTON,MA02111     		  501 (C) 3 CHARITY GENERAL 1,000
    SOCIETY FOR THE PROTECTION OF NH FOREST
    54 PORTSMOUTH STREET
    CONCORD,NH03301     		  501 (C) 3 CHARITY GENERAL 500
    SQUAM LAKES CONSERVATION SOCIETY
    PO BOX 696
    HOLDERNESS,NH03245     		  501 (C) 3 CHARITY GENERAL 1,000
    STRONG WOMEN STRONG GIRLS INC
    555 AMORY STREET SUITE 3R-3
    JAMAICA PLAIN,MA02130     		  501 (C) 3 CHARITY GENERAL 1,000
    THOMPSON ISLAND OUTWARD BOUND
    PO BOX 127
    BOSTON,MA021270002     		  501 (C) 3 CHARITY GENERAL 1,000
    TRUSTEES OF BOSTON UNIVERSITY
    1 SILBER WAY
    BOSTON,MA02215     		  501 (C) 3 CHARITY GENERAL 1,000
    TRUSTEES OF PHILLIPS ACADEMY
    PO BOX 9557
    BOSTON,MA022059852     		  501 (C) 3 CHARITY GENERAL 1,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    4333 BROOKLYN AVE NE
    SEATTLE,WA98105     		  501 (C) 3 CHARITY GENERAL 1,000
    WEST END HOUSE
    105 ALLSTON STREET
    ALLSTON,MA02134     		  501 (C) 3 CHARITY GENERAL 1,000
    WESTERN LANDOWNERS ALLIANCE
    PO BOX 6278
    SANTA FE,NM87502     		  501 (C) 3 CHARITY GENERAL 5,000
    WGBH CHANNEL 2
    ONE GUEST STREET
    BOSTON,MA02135     		  501 (C) 3 CHARITY GENERAL 3,000
    WGBH RADIO 897
    ONE GUEST STREET
    BOSTON,MA02135     		  501 (C) 3 CHARITY GENERAL 1,000
    YOUNG AUDIENCES OF MASSACHUSETTS
    89 SOUTH STREET 603
    BOSTON,MA02111     		  501 (C) 3 CHARITY GENERAL 1,000
    YOUTHBUILD BOSTON
    27 CENTRE STREET
    ROXBURY,MA02119     		  501 (C) 3 CHARITY GENERAL 1,000
    FIDELITY CHARITABLE FUND
    PO BOX 770001
    CINCINNATI,OH452770001     		  501 (C) 3 CHARITY GENERAL 381,300
    Total .................................bullet 3a 554,300
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -510  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 582,397  
    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) .. 0 820,901 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    820,901
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 15,200 7,600 0 7,600

    TY 2021 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 664,645 679,966
    BLACKROCK STRATEGIC 339,954 353,934
    VANGUARD TOTAL BOND MARKET INDEX 651,874 697,985
    VANGUARD INFLATION PROTECTED SEC ADM 441,055 493,669

    TY 2021 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
    CW HEDGE FUND I (FEEDER) AT COST 1,937 3,862
    CW HEDGE FUND II (FEEDER) AT COST 0 10,485
    PARK STREET NATURAL RESOURCE FUND AT COST 16,499 9,980
    CW REAL ASSET FUND 2011, LLC AT COST 22,307 26,755
    CW REAL ESTATE FUND II, LLC AT COST 3,754 1,368
    CW REAL ESTATE FUND III, LLC AT COST 1,628 3,989
    CW PRIVATE EQUITY 2007, LLC AT COST 59,268 264,376
    CW PRIVATE EQUITY FUND 2011, LLC AT COST 92,896 238,516
    CW VENTURE FUND IV, LLC AT COST 29,627 21,989
    CW PRIVATE MARKETS FUND 2018, LLC AT COST 807,988 1,084,446
    CW PRIVATE MARKETS FUND 2021 AT COST 71,017 66,721
    AMERICAN BEACON THE LONDON CO INC. AT COST 434,127 619,977
    CHAMPLAIN SMALL AT COST 705,866 766,035
    EDGEWOOD GROWTH FUND INSTL CL AT COST 247,444 747,966
    GRANDEUR PEAK INTNTL AT COST 435,486 731,504
    INVESCO OPPENHEIMER EMERG MRKTS INN AT COST 325,000 325,392
    JOHCM INTERNATIONAL SELECT FUND CL I AT COST 405,030 537,676
    UBS EMERGING MRKTS AT COST 315,030 362,783
    FIMM MONEY MARKET AT COST 1,399 1,399
    ISHARES TRUST CORE AT COST 726,426 884,591
    VANGUARD INDEX FDS AT COST 368,469 511,461
    VANGUARD INDEX FDS VANGUARD AT COST 1,171,759 2,081,199

    TY 2021 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 9,576 10,800 10,800


    TY 2021 OtherDecreasesSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Description Amount
    ACCRUAL TO CASH ADJUSTMENT 9,037
    PRIOR PERIOD BALANCE SHEET ADJUSTMENT - NO TAX IMPACT 42,834


    TY 2021 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 35,334 33,539 0 0
    INVESTMENT PARTNERSHIPS 510 510   0


    TY 2021 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 163 163  
    ORDINARY INCOME FROM PARTNERSHIPS 1,577 1,577  
    CANCELLATION OF DEBT INCOME FROM PARTNERSHIPS 2,758 2,758  
    OTHER INCOME FROM PARTNERSHIP 907 852  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EDMUND & BETSY CABOT CHARITABLE FNDN
    EIN:
    04-2900424
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 81,700 81,700 0 0
    OFFICE EXPENSES 15,600 0 0 15,600


    TY 2021 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 6,344 6,344 0 0
    FOREIGN TAXES WITHHELD ON DIVIDENDS 5,440 5,440 0 0
    EXCISE TAX: FORM 990-PF 3,776 0 0 0