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
THE VIRGINIA WELLINGTON CABOT FOUNDATION
C/O CABOT-WELLINGTON LLC
Number and street (or P.O. box number if mail is not delivered to street address)22 BATTERYMARCH ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6728351
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$53,324,195J 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 58,407 133,117  
4 Dividends and interest from securities... 1,176,807 873,451  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,981,906
b Gross sales price for all assets on line 6a 8,376,110
7 Capital gain net income (from Part IV, line 2)... 5,572,969
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 89,240 0  
12 Total. Add lines 1 through 11........ 3,306,360 6,579,537  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 320 0   320
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 11,810 0   11,810
c Other professional fees (attach schedule).... Click to see attachment 490,394 323,003   167,391
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 23,723 60,628   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 889 0   889
23 Other expenses (attach schedule)....... Click to see attachment 7,514 368,255   7,580
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 534,650 751,886   187,990
25 Contributions, gifts, grants paid....... 1,841,464 1,841,464
26 Total expenses and disbursements. Add lines 24 and 25 2,376,114 751,886   2,029,454
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 930,246
b Net investment income (if negative, enter -0-) 5,827,651
c Adjusted net income (if negative, enter -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............. 139,693 60,682 60,682
2 Savings and temporary cash investments......... 570,463 1,719,115 1,719,115
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)....... 23,634,908 Click to see attachment22,339,936 22,339,936
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).......... 21,835,990 Click to see attachment29,204,462 29,204,462
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) 46,181,054 53,324,195 53,324,195
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........... 46,181,054 53,324,195
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)..... 46,181,054 53,324,195
30 Total liabilities and net assets/fund balances (see instructions). 46,181,054 53,324,195
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
46,181,054
2
Enter amount from Part I, line 27a .....................
2
930,246
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,212,895
4
Add lines 1, 2, and 3 ..........................
4
53,324,195
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
53,324,195
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 FIDELITY 7062 - ST INVESTMENTS P    
b FIDELITY 7062 - LT INVESTMENTS P    
c FIDELITY 2839 - LT INVESTMENTS P    
d CW VENTURE FUND IV P    
e CW PRIVATE EQUITY FIND 2007 P    
CW PRIVATE EQUITY FIND 2011 P    
COMMONFUND CAPITAL PE PARTNERS P    
PASSTHRU - ST GAINS/LOSSES P    
PASSTHRU - LT GAINS/LOSSES P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 30,009   30,079 -70
b 694,844   662,836 32,008
c 3,139,230   1,957,102 1,182,128
d     41,865 -41,865
e     100,220 -100,220
    11,018 -11,018
    21 -21
895,149     895,149
2,852,148     2,852,148
764,730     764,730
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       -70
b       32,008
c       1,182,128
d       -41,865
e       -100,220
      -11,018
      -21
      895,149
      2,852,148
      764,730
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 5,572,969
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 81,004
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 81,004
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 50,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 55,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 105,000
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 23,996
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet23,996 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 addressbulletCABOTWELLINGTON.COM
    14
    The books are in care ofbulletJOAN WHELTON EXEC DIR Telephone no.bullet (617) 451-1744

    Located atbullet22 BATTERYMARCH STBOSTONMA 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
     
    No
    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
    AIDAN FITGERALD TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    DIANE SCANLON TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    FIONA SCANLON-BLACK TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    GULREZ ARSHAD TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    PETER MYERS CHAIRPERSON
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    JOAN M WHELTON EXECUTIVE DIRECTOR
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    MOORS MYERS TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    NATE BULICH TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    PERE SELLES TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    SUZANNE CABOT TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    MAX ALLETZHAUSER TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    BOSTON,MA02109
    HEATHER CABOT TRUSTEE
    1.00     		0 0 0
    22 BATTERYMARCH ST
    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
    CABOT-WELLINGTON LLC INV. MGMT & ADMIN SERVICES 466,759
    22 BATTERYMARCH ST
    BOSTON,MA02109
    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
    53,455,596
    b
    Average of monthly cash balances.......................
    1b
    747,681
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    54,203,277
    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
    54,203,277
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    813,049
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    53,390,228
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,669,511
    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
    2,669,511
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    81,004
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    3,442
    c
    Add lines 2a and 2b............................
    2c
    84,446
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,585,065
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,585,065
    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
    2,585,065
    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 2,585,065
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 707,173
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,029,454
    a Applied to 2020, but not more than line 2a 707,173
    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..... 1,322,281
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,262,784
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOAN WHELTON
    22 BATTERYMARCH STREET
    BOSTON,MA02109
    (617) 451-1744
    JWHELTON@CABOTWELLINGTON.COM
    bThe form in which applications should be submitted and information and materials they should include:
    REFER TO WEBSITE HTTPS://CABOTWELLINGTON.COM/PHILANTHROPY/VIRGINIA-WELLINGTON-CABOT-FOUNDATIO N/
    cAny submission deadlines:
    APPLICATION DEADLINES ARE FEBRUARY 23 AND AUGUST 10.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION IS A PRIVATE FAMILY FOUNDATION CREATED IN 1992 BY TOM AND VIRGINIA CABOT. IT WAS THEIR WISH THAT THIS FOUNDATION WOULD BE THE INSTRUMENT THROUGH WHICH THEIR DESCENDANTS COULD ACTIVELY PARTICIPATE IN CARRYING ON THEIR TRADITION OF TRYING TO HELP MAKE THIS A BETTER WORLD. THE FOUNDATION HAS ESTABLISHED A GIVING POLICY GUIDED AS MUCH BY THE DEGREE OF PERSONAL VOLUNTEER COMMITMENT AS BY SUBJECT MATTER. BENEFICIARIES OF THE FOUNDATION TYPICALLY CONSIST OF ORGANIZATIONS KNOWN TO AND SPONSORED BY THE DESCENDANTS OF TOM AND VIRGINIA CABOT. THE FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. ALL GRANT REQUESTS MUST BE SPONSORED BY A FAMILY MEMBER AND ARE THEREFORE BY INVITATION ONLY.
    Form 990-PF (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 CHILDS NOTEBOOK
    3518 FREMONT AVE
    SEATTLE,WA98103     		NOT RELATED PC EXEMPT PURPOSE 17,000
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221     		NOT RELATED PC EXEMPT PURPOSE 200
    AMERICAN NEAR EAST REFUGEE AID
    1111 14TH ST NW SUITE 400
    WASHINGTON,DC20005     		NOT RELATED PC EXEMPT PURPOSE 200
    ANGELES PARA HONDURAS
    PO BOX 201
    NORTH HERO,VT05474     		NOT RELATED PC EXEMPT PURPOSE 19,000
    APPRENTICE LEARNING INC
    PO BOX 300068
    JAMAICA PLAIN,MA02130     		NOT RELATED PC EXEMPT PURPOSE 15,000
    ARCHITECTS & ENGINEERS FOR 911
    2342 SHATTUCK AVE
    BERKELEY,CA94704     		NOT RELATED PC EXEMPT PURPOSE 1,000
    BOSTON LYRIC OPERA COMPANY
    133 FEDERAL ST NO 800
    BOSTON,MA02110     		NOT RELATED PC EXEMPT PURPOSE 25,000
    BRACKETT FOUNDATION
    161 WORCHESTER RD 602
    FRAMINGHAM,MA01701     		NOT RELATED PC EXEMPT PURPOSE 5,200
    BROOKSVILLE FREE PUBLIC LIBRARY
    1 TOWN HOUSE RD
    BROOKSVILLE,ME04617     		NOT RELATED PC EXEMPT PURPOSE 250
    BROOKWOOD SCHOOL INCORPORATED
    1 BROOKWOOD RD
    MANCHESTER,MA01944     		NOT RELATED PC EXEMPT PURPOSE 500
    C-10 RESEARCH AND EDUCATION FOUNDATION
    11 CHESTNUT ST
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 11,436
    CALIFORNIANS AGAINST WASTE FOUNDATION
    921 11TH ST SUITE 502
    SACRAMENTO,CA95814     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CAMP ONDESSONK
    3760 ONDESSONK RD
    OZARK,IL62972     		NOT RELATED PC EXEMPT PURPOSE 10,000
    CAPE COD ACADEMY INC
    50 OSTERVILLE WEST BARNSTABLE RD
    OSTERVILLE,MA02655     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CAPE COD LIGHTHOUSE CHARTER SCHOOL INC
    195 ROUTE 137
    HARWICH,MA02645     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CHAPEL HILL-CHAUNCY HALL SCHOOL
    785 BEAVER ST
    WALTHAM,MA02452     		NOT RELATED PC EXEMPT PURPOSE 3,250
    CHARLOTTESVILLE BALLET
    1885 SEMINOLE TRAIL SUITE 203
    CHARLOTTESVILLE,VA22901     		NOT RELATED PC EXEMPT PURPOSE 10,000
    CHOOSE 180
    1416 SW 151ST
    BURIEN,WA98166     		NOT RELATED PC EXEMPT PURPOSE 10,000
    COLLATERAL REPAIR PROJECT
    PO BOX 23146
    BROOKLYN,NY11202     		NOT RELATED PC EXEMPT PURPOSE 32,286
    COLORADO FOURTEENERS INITIATIVE
    1511 WASHINGTON AVE SUITE 310
    GOLDEN,CO80401     		NOT RELATED PC EXEMPT PURPOSE 5,000
    COMMITTEE TO PROTECT JOURNALIS
    PO BOX 2675
    NEW YORK,NY10108     		NOT RELATED PC EXEMPT PURPOSE 250
    COMMON GROUND COLLECTIVE
    13315 322ND AVE
    DUVALL,WA98019     		NOT RELATED PC EXEMPT PURPOSE 10,000
    COMMONWEALTH
    PO BOX316
    BOLINAS,CA94924     		NOT RELATED PC EXEMPT PURPOSE 4,000
    COMPREHENSIVE ALCOHOLISM REHAB PROGRAM
    5410 EAST AVENUE
    WEST PALM BEACH,FL33407     		NOT RELATED PC EXEMPT PURPOSE 50,000
    CORAL RESTORATION FOUNDATION
    5 SEAGATE BLVD
    KEY LARGO,FL33037     		NOT RELATED PC EXEMPT PURPOSE 10,000
    DHARAMSALA ANIMAL RESCUE
    1624 NORTH COAST HWY
    ENCINITAS,CA92024     		NOT RELATED PC EXEMPT PURPOSE 10,000
    FAMILY NURTURING CENTER OF MA
    200 BOWDOIN ST
    DORCHESTER,MA02122     		NOT RELATED PC EXEMPT PURPOSE 30,000
    FAU FOUNDATION INC
    777 GLADES ROAD
    BOCA RATON,FL33431     		NOT RELATED PC EXEMPT PURPOSE 5,500
    FIRST NATIONS DEVELOPMENT INST
    2432 MAIN ST 2ND FLOOR
    LONGMONT,CO80501     		NOT RELATED PC EXEMPT PURPOSE 10,000
    FRIENDS OF THE SWANS ISLAND
    PO BOX 86
    SWANS ISLAND,ME04685     		NOT RELATED PC EXEMPT PURPOSE 10,000
    FRIENDSHIP BRIDGE
    405 URBAN ST SUITE 140
    LAKEWOOD,CO80228     		NOT RELATED PC EXEMPT PURPOSE 20,000
    GREENWICH ACADEMY INC
    200 N MAPLE AVE
    GREENWICH,CT06830     		NOT RELATED PC EXEMPT PURPOSE 35,000
    HABITAT FOR HUMANITY OF ADDISON
    869 S ROHLWING RD
    ADDISON,IL60101     		NOT RELATED PC EXEMPT PURPOSE 10,500
    HANLEY CENTER FOUNDATION INC
    700 SOUTH DIXIE HIGHWAY SUITE 103
    WEST PALM BEACH,FL33401     		NOT RELATED PC EXEMPT PURPOSE 20,000
    HAWTHORNE VALLEY ASSOCIATION
    327 COUNTY RTE 21C
    GHENT,NY12075     		NOT RELATED PC EXEMPT PURPOSE 10,000
    HEALTHY PENINSULA
    10 PARKER POINT RD
    BLUE HILL,ME04614     		NOT RELATED PC EXEMPT PURPOSE 10,000
    HESPERIAN HEALTH GUIDES
    2860 TELEGRAPH AVE
    OAKLAND,CA94609     		NOT RELATED PC EXEMPT PURPOSE 25,000
    HIGH MOUNTAIN INSTITUTE
    531 COUNTRY RD 5A
    LEADVILLE,CO80461     		NOT RELATED PC EXEMPT PURPOSE 100
    HOME SWEET HOME
    756 BOSTON ROAD
    BILLERICA,MA01821     		NOT RELATED PC EXEMPT PURPOSE 500
    HURRICANE ISLAND FOUNDATION
    19 COMMERCIAL ST
    ROCKLAND,ME04841     		NOT RELATED PC EXEMPT PURPOSE 35,000
    HURRICANE ISLAND OUTWARD BOUND
    21 ELM ST
    CAMDEN,ME04843     		NOT RELATED PC EXEMPT PURPOSE 50,000
    INDEPENDENT INTERNATIONAL LEGAL
    405 LEXINGTON AVE 9TH FLOOR
    NEW YORK,NY10174     		NOT RELATED PC EXEMPT PURPOSE 10,000
    INDIGENOUS EDUCATIONAL NETWORK
    PO BOX 485
    BEMIDJI,MN56619     		NOT RELATED PC EXEMPT PURPOSE 10,000
    INTERVALE CENTER
    180 INTERVALE RD
    BURLINGTON,VT05401     		NOT RELATED PC EXEMPT PURPOSE 25,000
    ISLAND READERS & WRITERS
    5 VILLAGE GREEN WAY
    SOUTHWEST HARBOR,ME04679     		NOT RELATED PC EXEMPT PURPOSE 5,000
    JACKSON MEMORIAL LIBRARY
    71 MAIN ST
    ST GEORGE,ME04860     		NOT RELATED PC EXEMPT PURPOSE 10,000
    KARTEMQUIN EDUCATIONAL FILMS
    1901 W WELLINGTON
    CHICAGO,IL60657     		NOT RELATED PC EXEMPT PURPOSE 25,000
    KEEP AMERICA BEAUTIFUL INC
    1010 WASHINGTON BOULEVARD
    STAMFORD,CT06901     		NOT RELATED PC EXEMPT PURPOSE 35,000
    LA COMPOST
    221 WEST AVENUE
    LOS ANGELES,CA90065     		NOT RELATED PC EXEMPT PURPOSE 30,000
    LINCOLN LAND CONSERVATION TRUS
    145 LINCOLN RD 102A
    LINCOLN,MA01773     		NOT RELATED PC EXEMPT PURPOSE 9,500
    LLEWELLYN PTA
    6301 SE 14TH AVE
    PORTLAND,OR97202     		NOT RELATED PC EXEMPT PURPOSE 10,000
    LUDWIG VON MISES INSTITUTE
    518 WEST MAGNOLIA AVE
    AUBURN,AL36832     		NOT RELATED PC EXEMPT PURPOSE 200
    MAKE A WISH FOUNDATION OF VERM
    6655 SHELBURNE RD STE 300
    SHELBURNE,VT05482     		NOT RELATED PC EXEMPT PURPOSE 10,000
    MIDDLEBURY AREA LAND TRUST
    63 MAPLE ST 3B
    MIDDLEBURY,VT05753     		NOT RELATED PC EXEMPT PURPOSE 25,000
    MIDDLEBURY TRANSITIONAL CARE C
    27 N PLEASANT ST
    MIDDLEBURY,VT05753     		NOT RELATED PC EXEMPT PURPOSE 10,250
    MIDDLEBURY VOLUNTEER AMBULANCE
    55 COLLINS DR
    MIDDLEBURY,VT05753     		NOT RELATED PC EXEMPT PURPOSE 300
    MOVIES MAKING A DIFFERENCE PRODUCTION
    22 BATTERYMARCH ST
    BOSTON,MA02109     		NOT RELATED PC EXEMPT PURPOSE 10,000
    NATIONAL FILM PRESERVE LTD
    800 JONES ST
    BERKELEY,CA94710     		NOT RELATED PC EXEMPT PURPOSE 20,000
    NATURE CONSERVANCY INC IN COLORADO
    4245 FAIRFAX DRIVE
    ARLINGTON,VA222031606     		NOT RELATED PC EXEMPT PURPOSE 25,000
    NATURE CONSERVANCY INC IN MA
    99 BEDFORD ST
    BOSTON,MA02111     		NOT RELATED PC EXEMPT PURPOSE 10,000
    NATURE CONSERVANCY INC IN VERMONT
    4245 FAIRFAX DRIVE
    ARLINGTON,VA222031606     		NOT RELATED PC EXEMPT PURPOSE 30,000
    NORTH BENNET STREET SCHOOL
    150 NORTH ST
    BOSTON,MA02109     		NOT RELATED PC EXEMPT PURPOSE 25,000
    NOT AN ALTERNATIVE
    9719 SW 180TH ST
    VASHON,WA98070     		NOT RELATED PC EXEMPT PURPOSE 1,000
    OPERA MAINE
    225 COMMERCIAL ST 505
    PORTLAND,ME04101     		NOT RELATED PC EXEMPT PURPOSE 10,000
    OREGON ENVIRONMENTAL COUNCIL
    222 NW DAVIS ST 309
    PORTLAND,OR97209     		NOT RELATED PC EXEMPT PURPOSE 10,000
    OUR HOUSE CAFE
    140 B ST STE 5
    DAVIS,CA95616     		NOT RELATED PC EXEMPT PURPOSE 10,000
    OXBOW SCHOOL
    530 THIRD STREET
    NAPA,CA94559     		NOT RELATED PC EXEMPT PURPOSE 500
    PATAGONIA YOUTH ENRICHMENT CEN
    115 SN N 3RD AVE
    PATAGONIA,AZ85624     		NOT RELATED PC EXEMPT PURPOSE 2,500
    PHILLIPS EXETER ACADEMY
    20 MAIN ST
    EXETER,NH03833     		NOT RELATED PC EXEMPT PURPOSE 200
    PINGREE SCHOOL INC
    537 HIGHLAND ST
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 500
    PIPER'S ANGELS FOUNDATION
    PO BOX 1104
    JUPITER,FL33468     		NOT RELATED PC EXEMPT PURPOSE 5,000
    PLUMMER YOUTH PROMISE
    37 WINTER ISLAND RD
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 5,000
    PRESBYTERIAN HOSPITAL FOUNDATION
    PO BOX 26666
    ALBUQUERQUE,NM871256666     		NOT RELATED PC EXEMPT PURPOSE 10,000
    PTA OREGON CONGRESS
    3790 NE PURCELL BLVD
    BEND,OR97701     		NOT RELATED PC EXEMPT PURPOSE 10,000
    PUBLIC EMPLOYEES FOR ENVIORNMENTAL RESPONSIBILITY
    962 WAYNE AVENUE SUITE 610
    SILVER SPRING,MD20910     		NOT RELATED PC EXEMPT PURPOSE 30,000
    PUGET SOUNDKEEPER ALLIANCE
    130 NICKERSON ST 107
    SEATTLE,WA98109     		NOT RELATED PC EXEMPT PURPOSE 5,000
    PYE GLOBAL
    PO BOX 1481
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSE 1,000
    READINESS TO LEARN WHIDBEY FOUNDATION
    723 CAMANO AVE
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSE 3,000
    REASON FOUNDATION
    5737 MESMER AVE
    LOS ANGELES,CA90230     		NOT RELATED PC EXEMPT PURPOSE 400
    RESOURCE A NONPROFIT COMMUNITY ENTERPRISE
    329 HARVEST LANE SUITE 200
    WILLISTON,VT05495     		NOT RELATED PC EXEMPT PURPOSE 33,000
    RISE ACADEMY
    1170 CAREW ST
    SPRINGFIELD,MA01104     		NOT RELATED PC EXEMPT PURPOSE 15,000
    RIVERS AND BIRDS INC
    548 HONDO SECO RD
    ARROYO SECO,NM87514     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ROCKY MOUNTAIN ELK FOUNDATION
    5705 GRANT CREEK ROAD
    MISSOULA,MT59808     		NOT RELATED PC EXEMPT PURPOSE 20,000
    SACO HEADWATERS ALLIANCE
    496 POTTER ROAD
    CENTER CONWAY,NH03813     		NOT RELATED PC EXEMPT PURPOSE 15,000
    SACRED HEART UNIVERSITY
    5151 PARK AVE
    FAIRFIELD,CT06825     		NOT RELATED PC EXEMPT PURPOSE 200
    SAIL TO PREVAIL INC
    60 FORT ADAMS DR
    NEWPORT,RI02840     		NOT RELATED PC EXEMPT PURPOSE 15,000
    SARAH LAWRENCE COLLEGE
    1 MEAD WAY
    BRONXVILLE,NY10708     		NOT RELATED PC EXEMPT PURPOSE 1,500
    SHELBURNE FIREFIGHTERS ASSOCATION
    PO BOX 911
    SHELBURNE,VT05482     		NOT RELATED PC EXEMPT PURPOSE 750
    SHELBURNE RESCUE
    5420 SHELBURNE ROAD
    SHELBURNE,VT05482     		NOT RELATED PC EXEMPT PURPOSE 500
    SKATEISTAN
    OPPELNER STRASSE 29
    BERLIN   10997
    GM     		NOT RELATED PC EXEMPT PURPOSE 3,000
    SOCIETY OF THE MUSE OF THE SOUL
    PO BOX 3225
    TAOS,NM87571     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ST BERNARD'S SCHOOL INC
    4 E 98TH ST
    NEW YORK,NY10029     		NOT RELATED PC EXEMPT PURPOSE 200
    ST MICHAEL'S COLLEGE
    ONE WINOOSKI PARK
    COLCHESTER,VT05439     		NOT RELATED PC EXEMPT PURPOSE 750
    TAOS LAND TRUST
    410 LA POSTA RD
    TAOS,NM87571     		NOT RELATED PC EXEMPT PURPOSE 15,000
    THE GENERAL HOSPITAL CORPORATION
    55 FRUIT ST
    BOSTON,MA02114     		NOT RELATED PC EXEMPT PURPOSE 15,000
    THE GROWHAUS
    3840 YORK ST 245
    DENVER,CO80216     		NOT RELATED PC EXEMPT PURPOSE 110
    THE HAVEN
    1107 E ADELAIDE
    TUSCON,AZ85719     		NOT RELATED PC EXEMPT PURPOSE 500
    THE LAND CONSERVANCY FOR SOUTHERN CHESTER COUNTY
    541 CHANDLER MILL ROAD
    AVONDALE,PA19311     		NOT RELATED PC EXEMPT PURPOSE 25,000
    THE RIVER PROJECT
    12026 HOFFMAN ST
    STUDIO CITY,CA91604     		NOT RELATED PC EXEMPT PURPOSE 20,000
    THE SOCIETY FOR CLASSICAL STUD
    20 COOPER SQUARE 3RD FLOOR
    NEW YORK,NY10003     		NOT RELATED PC EXEMPT PURPOSE 10,000
    THOMPSON ISLAND OUTWARD BOUND
    PO BOX 127
    BOSTON,MA02127     		NOT RELATED PC EXEMPT PURPOSE 21,000
    TIDES FOUNDATION
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA941291755     		NOT RELATED PC EXEMPT PURPOSE 321,371
    TOWN OF RIPTON VOLUNTEER FIRE
    25 DUNWAY RD
    RIPTON,VT05766     		NOT RELATED PC EXEMPT PURPOSE 1,000
    TRUSTEES OF COLUMBIA
    535 W 116 ST
    NEW YORK,NY10027     		NOT RELATED PC EXEMPT PURPOSE 250
    TUBA CITY HUMANE SOCIETY INC
    PO BOX 1016
    TUBA CITY,AZ86045     		NOT RELATED PC EXEMPT PURPOSE 35,000
    UNION OF CONCERNED SCIENTISTS
    2 BRATTKE SQUARE
    CAMBRIDGE,MA02138     		NOT RELATED PC EXEMPT PURPOSE 250
    UNIVESITY OF WASHINGTON
    1400 NE CAMPUS PARKWAY
    SEATTLE,WA98195     		NOT RELATED PC EXEMPT PURPOSE 5,000
    UPPER SACO VALLEY LAND TRUST
    111 MAIN ST
    CONWAY,NH03818     		NOT RELATED PC EXEMPT PURPOSE 20,000
    US MEXICO FOUNDATION
    136 MADISON AVE
    NEW YORK,NY10016     		NOT RELATED PC EXEMPT PURPOSE 20,000
    UVM AND STATE AGRICULTURAL COLLEGE
    81 CARRIGAN DRIVE
    BURLINGTON,VT05405     		NOT RELATED PC EXEMPT PURPOSE 25,000
    VERMONT PARENT REPRESENTATION CENTER INC
    PO BOX 4087
    BURLINGTON,VT05406     		NOT RELATED PC EXEMPT PURPOSE 31,000
    VINFEN CORPORATION
    950 CAMBRIDGE ST
    CAMBRIDGE,MA02141     		NOT RELATED PC EXEMPT PURPOSE 25,000
    WATER IS LIFE KENYA INC
    314 E MAIN ST KELWAY PLAZA SUITE 2
    NEWARK,DE19711     		NOT RELATED PC EXEMPT PURPOSE 25,000
    WAYPOINT ADVENTURE
    453 CONCORD AVE
    LEXINGTON,MA02421     		NOT RELATED PC EXEMPT PURPOSE 15,000
    WEST END HOUSE INC
    105 ALLSTON ST
    ALLSTON,MA02134     		NOT RELATED PC EXEMPT PURPOSE 250
    WEST PALM BEACH LIBRARY FOUNDATION
    411 CLEMATIS ST 3RD FLOOR
    WEST PALM BEACH,FL33401     		NOT RELATED PC EXEMPT PURPOSE 10,000
    WGBH EDUCATIONAL FOUNDATION
    1 GUEST STREET
    BOSTON,MA02135     		NOT RELATED PC EXEMPT PURPOSE 12,000
    WHIDBEY ISLAND NOURISHES
    PO BOX 1642
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSE 3,000
    WILD CARE INC
    198 N HARTSTRAIT RD
    BLOOMINGTON,IN47404     		NOT RELATED PC EXEMPT PURPOSE 5,000
    WOODLAWN SCHOOL
    PO BOX 549
    DAVIDSON,NC28036     		NOT RELATED PC EXEMPT PURPOSE 40,000
    YOUNG WOMEN EMPOWERED
    5623 RAINIER AVE
    SEATTLE,WA98118     		NOT RELATED PC EXEMPT PURPOSE 500
    ZANAAFRICA FOUNDATION
    2450 VIRGINIA AVE NW STE E309
    WASHINGTON,DC20037     		NOT RELATED PC EXEMPT PURPOSE 30,000
    BORDERLANDS RESTORATION NETWORK
    1 SCHOOL ST
    PATAGONIA,AZ85624     		NOT RELATED PC EXEMPT PURPOSE 13,000
    JUDICIAL WATCH INC
    425 THIRD ST SW SUITE 800
    WASHINGTON,DC20024     		NOT RELATED PC EXEMPT PURPOSE 200
    SCHOOL YEAR ABROAD INC
    120 WATER STREET SUITE 310
    NORTH ANDOVER,MA01845     		NOT RELATED PC EXEMPT PURPOSE 200
    VERMONT COMMUNITY FOUNDATION
    3 COURT STREET
    MIDDLEBURY,VT05753     		NOT RELATED PC EXEMPT PURPOSE 6,000
    INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD SUITE 900
    ARLINGTON,VA22203     		NOT RELATED PC EXEMPT PURPOSE 200
    SHELBURNE FARMS
    1611 HARBOR ROAD
    SHELBURNE,VT05482     		NOT RELATED PC EXEMPT PURPOSE 2,000
    ETHAN ALLEN INSTITUTE
    PO BOX 9496
    BURLINGTON,VT05407     		NOT RELATED PC EXEMPT PURPOSE 1,500
    MAUI FOOD BANK INC
    760 KOLU STREET
    WAILUKU,HI96793     		NOT RELATED PC EXEMPT PURPOSE 511
    AMERICAN CENTER OF ORIENTAL RESEARCH
    400 7TH ST SW
    WASHINGTON,DC20506     		NOT RELATED PC EXEMPT PURPOSE 300
    BROWNING SCHOOL
    52 EAST 62ND ST
    NEW YORK,NY10065     		NOT RELATED PC EXEMPT PURPOSE 200
    NEW HAVEN PRESERVATION TRUST
    922 STATE ST
    NEW HAVEN,CT06511     		NOT RELATED PC EXEMPT PURPOSE 200
    SUPPORTIVE LIVING INC
    400 WEST CUMMINGS PARL SUITE 6100
    WOBURN,MA01801     		NOT RELATED PC EXEMPT PURPOSE 500
    Total .................................bullet 3a 1,841,464
    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 ...........     		    14 58,407  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,981,906  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aTAX REFUND     		        89,240
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 3,217,120 89,240
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,306,360
    (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.)
    11A FEDERAL TAX REFUND
    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:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION
     
    C/O CABOT-WELLINGTON LLC
    EIN:
    04-6728351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WOLF & COMPANY, P.C. 11,810 0   11,810

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION
     
    C/O CABOT-WELLINGTON LLC
    EIN:
    04-6728351
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS & MUTUAL FUNDS 22,339,936 22,339,936

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION
     
    C/O CABOT-WELLINGTON LLC
    EIN:
    04-6728351
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CW FUNDS FMV 12,356,776 12,356,776
    ADAGE CAPITAL PARTNERS, LP FMV 9,051,396 9,051,396
    COMMONFUND CAP PRI EQU PTR VII FMV 461,724 461,724
    KABOUTER INT'L OFFSHORE FD II FMV 1,001,418 1,001,418
    OVERLOOK PARTNERS FUND, L.P. FMV 2,996,278 2,996,278
    PARK STREET CAP NAT RES IV, LP FMV 69,866 69,866
    PARK STREET CAP NAT RES VI, LP FMV 911,256 911,256
    ACADIAN GLOBAL EQUITY FMV 2,355,748 2,355,748

    TY 2021 OtherExpensesSchedule
    Name:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION
     
    C/O CABOT-WELLINGTON LLC
    EIN:
    04-6728351
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MASS FILING FEE 250 0   250
    MEMBERSHIP DUES 3,890 0   3,890
    K-1 CHARITIABLE CONTRIBUTIONS 0 0   66
    POSTAGE 110 0   110
    MEALS AND ENTERTAINMENT 2,012 0   2,012
    TRAVEL, CONFERENCE AND MEETING 1,052 0   1,052
    INTERNET EXPENSE 33 0   33
    OFFICE SUPPLIES 167 0   167
    PASS-THRU PORTFOLIO DEDUCTIONS 0 368,255   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION
     
    C/O CABOT-WELLINGTON LLC
    EIN:
    04-6728351
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TAX REFUND 89,240   89,240


    TY 2021 OtherIncreasesSchedule
    Name:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION
     
    C/O CABOT-WELLINGTON LLC
    EIN:
    04-6728351
    Description Amount
    NET CHANGE IN UNREALIZED GAINS/(LOSSES) 6,212,895


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION
     
    C/O CABOT-WELLINGTON LLC
    EIN:
    04-6728351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE ADMINISTRATION CABOT-WELLINGTON 148,000 0   148,000
    INVESTMENT MANAGEMENT FEES CAB 318,759 318,759   0
    GRANT MANAGEMENT 15,141 0   15,141
    WEBSITE DEVELOPMENT & MAINTENANCE 4,250 0   4,250
    BRECKINRIDGE CAPITAL ADVISORS 4,244 4,244   0


    TY 2021 TaxesSchedule
    Name:
    THE VIRGINIA WELLINGTON CABOT FOUNDATION
     
    C/O CABOT-WELLINGTON LLC
    EIN:
    04-6728351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX - PASS-THRU 0 46,162   0
    FOREIGN TAX - FIDELITY 2,223 9,383   0
    STATE INCOME TAX WITHHELD 0 5,083   0
    FEDERAL UBI EXPENSE 20,000 0   0
    STATE UBI EXPENSE 1,500 0   0