Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,344,541J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 196,023 196,023  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 196,165
b Gross sales price for all assets on line 6a 1,725,070
7 Capital gain net income (from Part IV, line 2)... 196,165
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
List of Attached Documents:
// Content
6,200 6,200 0
12 Total. Add lines 1 through 11........ 398,388 398,388 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
List of Attached Documents:
// Content
19,200 9,600 0 9,600
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
88,952 73,352 0 15,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,289 6,780 0 0
19 Depreciation (attach schedule) and depletion... 2,150 2,150 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,970 29,400 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,561 121,282 0 25,200
25 Contributions, gifts, grants paid....... 514,700 514,700
26 Total expenses and disbursements. Add lines 24 and 25 674,261 121,282 0 539,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -275,873
b Net investment income (if negative, enter -0-) 277,106
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 3,082 2,812 2,812
2 Savings and temporary cash investments......... 501,957 165,916 165,916
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,097,528 Click to see attachment
List of Attached Documents:
// Content
1,686,526 		1,519,463
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,242,957 Click to see attachment
List of Attached Documents:
// Content
6,717,906 		7,649,059
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,800 		Click to see attachment
List of Attached Documents:
// Content
7,291 		Click to see attachment
List of Attached Documents:
// Content
7,291
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,856,324 8,580,451 9,344,541
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 6,669,633 6,393,760
29 Total net assets or fund balances (see instructions)..... 8,856,324 8,580,451
30 Total liabilities and net assets/fund balances (see instructions). 8,856,324 8,580,451
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
8,856,324
2
Enter amount from Part I, line 27a .....................
2
-275,873
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,580,451
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,580,451
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AMERICAN BEACON THE LONDON CO INC EQ Y P 2022-04-15 2022-11-02
b EDGEWOOD GROWTH FUND INSTL CL P 2022-04-25 2022-11-02
c INVESCO EMERGING MARKETS INNOVATORS P 2022-04-25 2022-07-07
d JOHCM INTERNATIONAL SELECT INSTL P 2022-04-25 2022-11-02
e ARTISAN HIGH INCOME FUND INVESTOR P 2018-07-27 2022-11-02
BLACKROCK STRATEGIC INC OPP PORT CL K P 2018-07-16 2022-11-02
GRANDEUR PEAK INTNTLSTALWARTS INSTL P 2018-08-10 2022-11-02
INVESCO EMERGING MARKETS INNOVATORS Y P 2018-07-31 2022-07-07
UBS EMERGING MRKTS EQ OPPORTUNITY P P 2019-08-28 2022-11-02
VANGUARD INDEX FDS VANGUARD TOTAL STK MK P 2018-09-27 2022-08-08
VANGUARD INFLATION PROTECTED SEC ADM CL P 2017-07-07 2022-11-02
VANGUARD SMALL-CAP INDEX FUND P 2018-09-27 2022-04-21
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL P 2018-07-17 2022-11-02
SHORT-TERM PARTNERSHIPS P 2022-01-01 2022-12-31
LONG-TERM PARTNERSHIPS P 2010-01-01 2022-12-31
1231 GAIN - PARTNERSHIPS P 2010-01-01 2022-12-31
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 40,000   45,692 -5,692
b 29,970   39,135 -9,165
c 103,313   105,500 -2,187
d 59,970   77,338 -17,368
e 130,000   140,752 -10,752
49,970   53,036 -3,066
39,970   41,252 -1,282
235,855   325,000 -89,145
49,970   64,930 -14,960
69,778   50,586 19,192
39,970   43,530 -3,560
479,112   368,469 110,643
163,190   173,685 -10,495
8,000     8,000
132,800     132,800
8,900     8,900
84,302     84,302
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       -5,692
b       -9,165
c       -2,187
d       -17,368
e       -10,752
      -3,066
      -1,282
      -89,145
      -14,960
      19,192
      -3,560
      110,643
      -10,495
      8,000
      132,800
      8,900
      84,302
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 2 196,165
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 3,852
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 3,852
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,852
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 10,291
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,291
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,439
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow6,439 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowCABOT-WELLINGTON LLC Telephone no.right arrow (617) 451-1744

Located atright arrow22 BATTERYMARCH STREETBOSTONMA ZIP+4right arrow02109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
7,990,488
b
Average of monthly cash balances.......................
1b
228,878
c
Fair market value of all other assets (see instructions)................
1c
2,357,675
d
Total (add lines 1a, b, and c).........................
1d
10,577,041
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
10,577,041
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
158,656
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,418,385
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
520,919
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
520,919
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,852
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
3,355
c
Add lines 2a and 2b............................
2c
7,207
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
513,712
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
513,712
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
513,712
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
539,900
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
539,900
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 513,712
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 24,931
b From 2018...... 141,219
c From 2019...... 128,911
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 295,061
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 539,900
a Applied to 2021, 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 2022 distributable amount..... 513,712
e Remaining amount distributed out of corpus 26,188
5 Excess distributions carryover applied to 2022. 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 5 321,249
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		24,931
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		296,318
10 Analysis of line 9:
a Excess from 2018.... 141,219
b Excess from 2019.... 128,911
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 26,188
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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 8,000

A WAY OUT

PO BOX 10825
ASPEN,CO81612 		  501 (C) 3 CHARITY GENERAL 3,000

ALLIANCE FOR A JUST SOCIETY

3518 S EDMUNDS STREET
SEATTLE,WA98118 		  501 (C) 3 CHARITY GENERAL 500

ALUMNI AND FRIENDS OF BELMONT HIGH SCHOOL

PO BOX 40
BELMONT,MA02478 		  501 (C) 3 CHARITY GENERAL 1,000

AMERICAN ALPINE CLUB

710 10TH STREET STE100
GOLDEN,CO80401 		  501 (C) 3 CHARITY GENERAL 1,000

AMERICAN CANCER SOCIETY INC

3 SPEEN STREET STE 250
FRAMINGHAM,MA01701 		  501 (C) 3 CHARITY GENERAL 1,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD STREET
NEW YORK,NY10004 		  501 (C) 3 CHARITY GENERAL 500

AMERICAN NATIONAL RED CROSS

PO BOX 37839
BOONE,IA50037 		  501 (C) 3 CHARITY GENERAL 2,500

AMERICAN REPERTORY THEATRE

64 BRATTLE ST
CAMBRIDGE,MA02138 		  501 (C) 3 CHARITY GENERAL 4,000

APPALACHIAN MOUNTAIN CLUB

10 CITY SQUARE
CHARLESTOWN,MA02129 		  501 (C) 3 CHARITY GENERAL 1,000

ASPEN EDUCATION FOUNDATION

PO BOX 2200
ASPEN,CO81612 		  501 (C) 3 CHARITY GENERAL 300

BALLARD FOOD BANK

5130 LEARY AVENUE NW
SEATTLE,WA98107 		  501 (C) 3 CHARITY GENERAL 500

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 500

BELMONT EDUCATION FOUNDATION

PO BOX 518
BELMONT,MA02478 		  501 (C) 3 CHARITY GENERAL 2,000

BELMONT FOOD PANTRY

PO BOX 291
BELMONT,MA02478 		  501 (C) 3 CHARITY GENERAL 1,000

BELMONT WORLD FILM

PO BOX 573
BELMONT,MA02478 		  501 (C) 3 CHARITY GENERAL 200

BERKLEE COLLEGE OF MUSIC INC

1140 BOYLSTON ST
BOSTON,MA02215 		  501 (C) 3 CHARITY GENERAL 1,000

BETH ISRAEL HOSPITAL

330 BROOKLINE AVE
BOSTON,MA02108 		  501 (C) 3 CHARITY GENERAL 1,000

BIKES NOT BOMBS

284 AMORY STREET
JAMAICA PLAIN,MA02130 		  501 (C) 3 CHARITY GENERAL 2,000

BLACK LIVES MATTER OF JEFFERSON COUNTY

2174 VICTORIA AVE
PORT TOWNSEND,WA98368 		  501 (C) 3 CHARITY GENERAL 500

BOSTON BALLET INC

19 CLARENDON ST
BOSTON,MA02116 		  501 (C) 3 CHARITY GENERAL 2,000

BOSTON CHILDREN'S CHORUS

20 OLD COLONY AVENUE
BOSTON,MA02127 		  501 (C) 3 CHARITY GENERAL 3,000

BOSTON HEALTHCARE FOR THE HOMELESS

780 ALBANY STREET
BOSTON,MA02118 		  501 (C) 3 CHARITY GENERAL 2,000

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 2,000

BOYS & GIRLS CLUB OF GREATER HAVERHILL

55 EMERSON ST
HAVERHILL,MA01830 		  501 (C) 3 CHARITY GENERAL 20,000

BOYS AND GIRLS CLUB OF BOSTON

200 HIGH STREET 3RD FLOOR
BOSTON,MA02110 		  501 (C) 3 CHARITY GENERAL 18,000

CAMBRIDGE FAMILY & CHILDREN'S SERVICES

60 GORE STREET
CAMBRIDGE,MA02141 		  501 (C) 3 CHARITY GENERAL 3,000

CANTERBURY SHAKER VILLAGE

288 SHAKER ROAD
CANTERBURY,NH03224 		  501 (C) 3 CHARITY GENERAL 1,000

CENTER FOR COASTAL STUDIES

5 HOLWAY AVENUE
PROVINCETOWN,MA02657 		  501 (C) 3 CHARITY GENERAL 2,500

CENTER FOR CONSTITUTIONAL RIGHTS INC

666 BROADWAY FLOOR 7
NEW YORK,NY10012 		  501 (C) 3 CHARITY GENERAL 500

CENTER FOR DISASTER PHILANTHROPY INC

1 THOMAS CIRCLE NW STE 700
WASHINGTON,DC20005 		  501 (C) 3 CHARITY GENERAL 500

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER STREET FLOOR 22
NEW YORK,NY10038 		  501 (C) 3 CHARITY GENERAL 1,000

CHARITY GLOBAL INC

PO BOX 5026
HAGERSTOWN,MD21741 		  501 (C) 3 CHARITY GENERAL 500

CHARLES RIVER CONSERVANCY

43 THORNDIKE STREET S3-3
CAMBRIDGE,MA02141 		  501 (C) 3 CHARITY GENERAL 1,000

CHIDAMOYO CHRISTIAN HOSPITAL INC

PO BOX 174
SEBASTOPOL,CA95473 		  501 (C) 3 CHARITY GENERAL 1,000

CHILD FOUNDATION

2020 NE 102ND AVE
PORTLAND,OR97220 		  501 (C) 3 CHARITY GENERAL 500

CHILDREN UNLIMITED INC

PO BOX 986
CONWAY,NH03818 		  501 (C) 3 CHARITY GENERAL 5,000

CHILDRENS HOSPITAL CORPORATION

401 PARK DRIVE
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 2,000

CHOCORUA CHAPEL ASSOCIATION

P O BOX 356
HOLDERNESS,NH032450356 		  501 (C) 3 CHARITY GENERAL 500

CITY WIDE FRIENDS OF THE BOSTON PUBLIC LIBRARY

700 BOYLSTON STREET
BOSTON,MA02116 		  501 (C) 3 CHARITY GENERAL 1,000

COACHING FOR CHANGE INC

427 WINTHROP STREET
TAUNTON,MA02780 		  501 (C) 3 CHARITY GENERAL 2,000

COLORADO ROCKY MOUNTAIN SCHOOL

1493 COUNTRY ROAD 106
CARBONDALE,CO81623 		  501 (C) 3 CHARITY GENERAL 4,000

COMMON CAUSE EDUCATION FUND

805 15TH STREET NW STE 800
WASHINGTON,DC20005 		  501 (C) 3 CHARITY GENERAL 1,000

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 3,000

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

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 4,000

DANA HALL SCHOOL

45 DANA ROAD
WELLESLEY,MA024829010 		  501 (C) 3 CHARITY GENERAL 3,000

DANA FARBER CANCER INSTITUTE

PO BOX 849168
BOSTON,MA02284 		  501 (C) 3 CHARITY GENERAL 1,000

DHARAMSALA ANIMAL RESCUE

133 TERRE MAR DRIVE
NORTH KINGSTOWN,RI02851 		  501 (C) 3 CHARITY GENERAL 3,000

DIRECT RELIEF

6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		  501 (C) 3 CHARITY GENERAL 1,000

DOWNTOWN EMERGENCY SERVICE CENTER

515 3RD AVENUE
SEATTLE,WA98104 		  501 (C) 3 CHARITY GENERAL 1,000

DREAM CORPS

436 14TH STREET STE 920
OAKLAND,CA94612 		  501 (C) 3 CHARITY GENERAL 500

EMERALD NECKLACE CONSERVANCY

350 JAMAICAWAY
JAMAICA PLAIN,MA02130 		  501 (C) 3 CHARITY GENERAL 1,000

FAIRVOTE

6930 CARROLL AVENUE STE 240
TAKOMA PARK,MD20912 		  501 (C) 3 CHARITY GENERAL 1,000

FAMILYAID BOSTON INC

3815 WASHINGTON STREET
BOSTON,MA21130 		  501 (C) 3 CHARITY GENERAL 2,000

FENN SCHOOL

516 MONUMENT STREET
CONCORD,MA01742 		  501 (C) 3 CHARITY GENERAL 500

FOOD LIFELINE

815 S 96TH STREET
SEATTLE,WA98108 		  501 (C) 3 CHARITY GENERAL 500

FRIENDS OF BELMONT COUNCIL ON AGING

455 CONCORD AVENUE
BELMONT,MA02478 		  501 (C) 3 CHARITY GENERAL 500

FRIENDS OF MOUNT AUBURN

580 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  501 (C) 3 CHARITY GENERAL 1,000

FRIENDS OF CONWAY PUBLIC LIBRARY

15 GREENWOOD AVE
CONWAY,NH03818 		  501 (C) 3 CHARITY GENERAL 2,000

GLOBAL FUND FOR WOMEN INC

PO BOX 97309
WASHINGTON,WA20090 		  501 (C) 3 CHARITY GENERAL 1,000

HANDEL & HAYDN SOCIETY

9 HARCOURT STREET
BOSTON,MA02116 		  501 (C) 3 CHARITY GENERAL 4,000

HIGH MOUNTAIN INSTITUTE

PO BOX 970
LEADVILLE,CO80461 		  501 (C) 3 CHARITY GENERAL 11,000

HIGH SPIRIT COMMUNITY FARM

1770 MASS AVENUE SUITE 101
CAMBRIDGE,MA02140 		  501 (C) 3 CHARITY GENERAL 1,000

HOPEWELL FUND

1828 L STREET
WASHINGTON,DC20036 		  501 (C) 3 CHARITY GENERAL 1,000

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

HUMAN RIGHTS WATCH INC

350 5TH AVENUE FLOOR 34
NEW YORK,NY10118 		  501 (C) 3 CHARITY GENERAL 500

HUNTINGTON THEATRE COMPANY

264 HUNTINGTON AVENUE
BOSTON,MA021154606 		  501 (C) 3 CHARITY GENERAL 5,000

HURRICANE ISLAND OUTWARD BOUND

21 ELM STREET
CAMDEN,ME04843 		  501 (C) 3 CHARITY GENERAL 1,000

IMMIGRANT LEGAL RESOURCE CENTER

1458 HOWARD STREET
SAN FRANCISCO,CA94103 		  501 (C) 3 CHARITY GENERAL 500

INTERNATIONAL RESCUE COMMITTEE INC

263 W 38TH STREET FLOOR 6
NEW YORK,NY10018 		  501 (C) 3 CHARITY GENERAL 500

INTERNATIONAL WOMENS MEDIA FOUNDATION

1625 K STREET
WASHINGTON,DC20006 		  501 (C) 3 CHARITY GENERAL 500

ISLAND INSTITUTE

PO BOX 648
ROCKLAND,ME048410648 		  501 (C) 3 CHARITY GENERAL 1,000

JUSTICE IN MOTION INC

PO BOX 160128
BROOKLYN,NY11216 		  501 (C) 3 CHARITY GENERAL 500

KINEO SCHOOL

7525 132ND AVE NE
KIRKLAND,WA98033 		  501 (C) 3 CHARITY GENERAL 5,000

KIVA MICROFUNDS

986 MISSION STREET FLOOR 4
SAN FRANCISCO,CA94103 		  501 (C) 3 CHARITY GENERAL 1,000

LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

740 15TH STREET NW FLOOR 7
WASHINGTON,DC20006 		  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 1,500

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

MAINE PARENT TEACHER ASSOCIATION

95 MAINE STREET
LOVELL,ME04051 		  501 (C) 3 CHARITY GENERAL 2,000

MAKE-A-WISH FOUNDATION OF AMERICA

1702 E HIGHLAND AVENUE STE 400
PHOENIX,AZ85016 		  501 (C) 3 CHARITY GENERAL 1,000

MARCH OF DIMES

112 TURNPIKE ROAD
WESTBOROUGH,MA01581 		  501 (C) 3 CHARITY GENERAL 1,000

MARYS PLACE SEATTLE

PO BOX 1711
SEATTLE,WA98111 		  501 (C) 3 CHARITY GENERAL 500

MASSACHUSETTS AUDUBON

208 SOUTH GREAT RD
LINCOLN,MA017739988 		  501 (C) 3 CHARITY GENERAL 2,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		  501 (C) 3 CHARITY GENERAL 2,000

MASSACHUSETTS GENERAL BRIGHAM INCORPORATED AND AFFILIATES GROUP RTN

399 REVOLUTION DRIVE
SOMERVILLE,MA02145 		  501 (C) 3 CHARITY GENERAL 3,500

MASSACHUSETTS RIVERS ALLIANCE

2343 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02140 		  501 (C) 3 CHARITY GENERAL 1,000

MAX WARBURG COURAGE CURRICULUM

263 HUNTINGTON AVENUE 366
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 5,000

MEDECINS SANS FRONTIERS USA INC

40 RECTOR STREET FLOOR 16
NEW YORK,NY10006 		  501 (C) 3 CHARITY GENERAL 500

MIGRATION POLICY INSTITUTE

1275 K STREET NW STE 800
WASHINGTON,DC20005 		  501 (C) 3 CHARITY GENERAL 500

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 2,000

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

1212 MOTOR CITY DRIVE
COLORADO SPRINGS,CO80905 		  501 (C) 3 CHARITY GENERAL 2,500

MUSEUM OF FINE ARTS

465 HUNTINGTON AVENUE
BOSTON,MA021159965 		  501 (C) 3 CHARITY GENERAL 2,000

MUSEUM OF SCIENCE

1 MUSEUM OF SCIENCE DRIVEWAY
BOSTON,MA02114 		  501 (C) 3 CHARITY GENERAL 31,000

MYSTIC RIVER WATERSHED ASSOCIATION

20 ACADEMY STREET SUITE 306
ARLINGTON,MA02476 		  501 (C) 3 CHARITY GENERAL 1,000

MYSTIC SEAPORT MUSEUM INC

75 GREENMANVILLE AVE
MYSTIC,CT06355 		  501 (C) 3 CHARITY GENERAL 10,000

NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC

40 RECTOR STREET FLOOR 5
NEW YORK,NY10006 		  501 (C) 3 CHARITY GENERAL 500

NATIONAL IMMIGRATION LAW CENTER

3450 WILSHIRE BLVD 108-62
LOS ANGELES,CA90010 		  501 (C) 3 CHARITY GENERAL 500

NATIONAL MARINE SANCTUARY FOUNDATION

8455 COLESVILLE ROAD
SILVER SPRING,MD20910 		  501 (C) 3 CHARITY GENERAL 2,500

NATIONAL POLICE ACCOUNTABILITY PROJECT INC

2022 SAINT BERNARD AVENUE
NEW ORLEANS,LA70116 		  501 (C) 3 CHARITY GENERAL 500

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		  501 (C) 3 CHARITY GENERAL 500

NATURE CONSERVANCY

2424 SPRUCE STREET
BOULDER,CO80302 		  501 (C) 3 CHARITY GENERAL 2,000

NEIGHBORHOOD VILLAGES INC

64 SIGOURNEY STREET
JAMAICA PLAIN,MA02130 		  501 (C) 3 CHARITY GENERAL 2,000

NEW ENGLAND AQUARIUM

1 CENTRAL WHARF
BOSTON,MA02110 		  501 (C) 3 CHARITY GENERAL 4,000

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 5,000

NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC

99-101 NEWBURY STREET
BOSTON,MA02116 		  501 (C) 3 CHARITY GENERAL 1,000

NEW HAMPSHIRE CHARITABLE FOUNDATION

37 PLEASANT STREET
CONCORD,NH03301 		  501 (C) 3 CHARITY GENERAL 2,000

NEW HAMPSHIRE PUBLIC RADIO

2 PILLSBURY STREET 6TH FLOOR
CONCORD,NH03301 		  501 (C) 3 CHARITY GENERAL 2,000

NEW PROFIT INC

225 FRANKLIN STREET
BOSTON,MA02110 		  501 (C) 3 CHARITY GENERAL 500

NORTH BENNET STREET SCHOOL

150 NORTH STREET
BOSTON,MA02109 		  501 (C) 3 CHARITY GENERAL 1,000

NORTHWEST COMMUNITY BAIL FUND

2311 N 45TH STREET
SEATTLE,WA98103 		  501 (C) 3 CHARITY GENERAL 500

NORTHWEST HARVEST

PO BOX 12272
SEATTLE,WA98104 		  501 (C) 3 CHARITY GENERAL 500

NORTHWEST IMMIGRANTS RIGHTS PROJECT

615 2ND AVENUE
SEATTLE,WA98104 		  501 (C) 3 CHARITY GENERAL 500

NURTURY INC

2201 WASHINGTON STREET
ROXBURY,MA02119 		  501 (C) 3 CHARITY GENERAL 2,000

OCEANA INC

1025 CT AVENUE NW 200
WASHINGTON,DC20036 		  501 (C) 3 CHARITY GENERAL 7,000

OUTPOST PRODUCTIONS

PO BOX 4543
ALBUQUERQUE,NM87196 		  501 (C) 3 CHARITY GENERAL 1,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

PO BOX 996
FREERICK,MD21705 		  501 (C) 3 CHARITY GENERAL 500

PEMA CHODRON FOUNDATION

1812 HUNTERS COURT BX 770630
STEAMBOAT SPRINGS,CO80487 		  501 (C) 3 CHARITY GENERAL 500

PEQUWKET KIDS CHARITABLE ASSOCIATION

25 MOLLY OCKETT DRIVE
FRYEBURG,ME04037 		  501 (C) 3 CHARITY GENERAL 2,000

PERKINS SCHOOL FOR THE BLIND

175 NORTH BEACON STREET
WATERTOWN,MA02472 		  501 (C) 3 CHARITY GENERAL 1,000

PERMANENT FUND TRUST FOR HARVARD TRAVELERS CLUB

170 HUBBARD STREET
LENOX,MA01240 		  501 (C) 3 CHARITY GENERAL 5,000

PHILANTHROPY NORTHWEST

600 UNIVERSITY STREET
SEATTLE,WA98101 		  501 (C) 3 CHARITY GENERAL 1,000

PIKE MARKET SENIOR CENTER

85 PIKE STREET
SEATTLE,WA98101 		  501 (C) 3 CHARITY GENERAL 500

PINE STREET INN

444 HARRISON AVENUE
BOSTON,MA02118 		  501 (C) 3 CHARITY GENERAL 3,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAM STREET
NEW YORK,NY10038 		  501 (C) 3 CHARITY GENERAL 2,000

POWERS MUSIC SCHOOL

PO BOX 398
BELMONT,MA02478 		  501 (C) 3 CHARITY GENERAL 6,000

PRESIDENT AND FELLOWS HARVARD

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		  501 (C) 3 CHARITY GENERAL 5,500

PRO PUBLICA INC

155 AVENUE AMERICA 13 FLOOR
NEW YORK,NY10013 		  501 (C) 3 CHARITY GENERAL 1,000

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 5,000

PROJECT HOPE BOSTON INC

550 DUDLEY STREET
ROXBURY,MA02119 		  501 (C) 3 CHARITY GENERAL 2,000

PUBLIC BROADCASTING OF COLORADO INC

7409 S ALTON CT
CENTENNIAL,CO80112 		  501 (C) 3 CHARITY GENERAL 2,000

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET
SEATTLE,WA98109 		  501 (C) 3 CHARITY GENERAL 6,000

QUEST ADVENTURES

PO BOX 301473
JAMAICA PLAIN,MA02130 		  501 (C) 3 CHARITY GENERAL 1,000

RAINER VALLEY FOOD BANK

4205 RAINER AVENUE
SEATTLE,WA98118 		  501 (C) 3 CHARITY GENERAL 500

REFUGEE & IMMIGRANT SERVICES NORTHWEST

2000 TOWER STREET
EVERETT,WA98201 		  501 (C) 3 CHARITY GENERAL 500

REVELS INC

80 MOUNT AUBURN STREET
WATERTOWN,MA02472 		  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 9,000

SCIENCE CLUB FOR GIRLS INC

136 MAGAZINE STREET
CAMBRIDGE,MA02139 		  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 3,000

SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES INC

151 ESSEX STREET
HAVERHILL,MA01832 		  501 (C) 3 CHARITY GENERAL 250

SOCIETY FOR THE PROTECTION OF NH FOREST

54 PORTSMOUTH STREET
CONCORD,NH03301 		  501 (C) 3 CHARITY GENERAL 3,000

SOUL FIRE FARM INSTITUTE INC

1972 NY HIGHWAY 2
PETERSBURGH,NY12138 		  501 (C) 3 CHARITY GENERAL 300

SPECIAL OLYMPICS MASSACHUSETTS INC

512 FOREST STREET
MARLBOROUGH,MA01752 		  501 (C) 3 CHARITY GENERAL 1,000

SQUAM LAKES CONSERVATION SOCIETY

PO BOX 696
HOLDERNESS,NH03245 		  501 (C) 3 CHARITY GENERAL 1,000

SQUAM LAKES NATURAL SCIENCE CENTER

PO BOX 173
HOLDERNESS,NH03245 		  501 (C) 3 CHARITY GENERAL 6,000

STRONG WOMEN STRONG GIRLS INC

555 AMORY STREET SUITE 3R-3
JAMAICA PLAIN,MA02130 		  501 (C) 3 CHARITY GENERAL 1,000

THE CHILDRENS MUSEUM

308 CONGRESS STREET
BOSTON,MA02210 		  501 (C) 3 CHARITY GENERAL 3,000

THE COURAGE PARENTS NETWORK INC

21 ROCHESTER ROAD
NEWTON,MA02458 		  501 (C) 3 CHARITY GENERAL 2,000

THE GREATER BOSTON FOOD BANK INC

70 S BAY AVENUE
BOSTON,MA02118 		  501 (C) 3 CHARITY GENERAL 10,000

THE GROWHAUS

3840 N YORK STREET
DENVER,CO80205 		  501 (C) 3 CHARITY GENERAL 8,000

THE HOME FOR LITTLE WANDERERS INC

10 GUEST STREET FLOOR 3
BRIGHTON,MA02135 		  501 (C) 3 CHARITY GENERAL 1,000

THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC

1100 H STREET
WASHINGTON,DC20005 		  501 (C) 3 CHARITY GENERAL 1,000

THE SALVATION ARMY

25 SHAWMUT ROAD
CANTON,MA02021 		  501 (C) 3 CHARITY GENERAL 5,000

THIRD SECTOR NEW ENGALND INC

89 SOUTH STREET
BOSTON,MA02111 		  501 (C) 3 CHARITY GENERAL 2,000

THOMPSON ISLAND OUTWARD BOUND

PO BOX 127
BOSTON,MA021270002 		  501 (C) 3 CHARITY GENERAL 4,000

TOWN OF BELMONT

19 MOORE STREET
BELMONT,MA02478 		  501 (C) 3 CHARITY GENERAL 3,000

TREE HOUSE

PO BOX 5219
KENT,WA98064 		  501 (C) 3 CHARITY GENERAL 500

TRUSTEES OF BOSTON UNIVERSITY

1 SILBER WAY
BOSTON,MA02215 		  501 (C) 3 CHARITY GENERAL 2,000

TRUSTEES OF PHILLIPS ACADEMY

PO BOX 9557
BOSTON,MA022059852 		  501 (C) 3 CHARITY GENERAL 1,000

TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		  501 (C) 3 CHARITY GENERAL 2,000

UMASS MEMORIAL HEALTHCARE INC

365 PLANTATION STREET
WORCESTER,MA01605 		  501 (C) 3 CHARITY GENERAL 50,000

UNITED STATES FUND FOR UNICEF

125 MAIDEN LANE FLOOR 11
NEW YORK,NY10038 		  501 (C) 3 CHARITY GENERAL 500

UNITED WAY OF KING COUNTY

720 2ND AVENUE
SEATTLE,WA98104 		  501 (C) 3 CHARITY GENERAL 500

UNIVERSITY OF WASHINGTON FOUNDATION

4333 BROOKLYN AVE NE
SEATTLE,WA98105 		  501 (C) 3 CHARITY GENERAL 1,000

URBAN JUSTICE CENTER

40 RECTOR STREET
NEW YORK,NY10006 		  501 (C) 3 CHARITY GENERAL 500

VAUGHAN COMMUNITY SERVICE INC

PO BOX 401
NORTH CONWAY,NH03860 		  501 (C) 3 CHARITY GENERAL 2,000

VOTER EDUCATION FUND OF THE LEAGUE OF WOMEN VOTERS OF BELMONT

PO BOX 426
BELMONT,MA02478 		  501 (C) 3 CHARITY GENERAL 500

WATER ORG INC

117 W 20TH STREET
KANSAS CITY,MO64108 		  501 (C) 3 CHARITY GENERAL 500

WEST END HOUSE

105 ALLSTON STREET
ALLSTON,MA02134 		  501 (C) 3 CHARITY GENERAL 6,000

WESTERN LANDOWNERS ALLIANCE

PO BOX 6278
SANTA FE,NM87502 		  501 (C) 3 CHARITY GENERAL 5,000

WESTERN WASHINGTON UNIVERSITY FOUNDATION

516 HIGH STREET
BELLINGHAM,WA98225 		  501 (C) 3 CHARITY GENERAL 1,000

WGBH EDUCATIONAL FOUNDATION

ONE GUEST STREET
BOSTON,MA02135 		  501 (C) 3 CHARITY GENERAL 13,001

WOMEN IN MEDIA INC

2851 PHELPS AVENUE
LOS ANGELES,CA90032 		  501 (C) 3 CHARITY GENERAL 500

WOMENS MEDIA CENTER

PO BOX 70967
WASHINGTON,DC20024 		  501 (C) 3 CHARITY GENERAL 500

WOODS HOLE OCEANGRAPHIC INSTITUTION

266 WOODS HOLE ROAD
WOODS HOLE,MA02543 		  501 (C) 3 CHARITY GENERAL 1,000

YOGA BEHIND BARS

PO BOX 84494
SEATTLE,WA98124 		  501 (C) 3 CHARITY GENERAL 500

YOUNG AUDIENCES OF MASSACHUSETTS

89 SOUTH STREET 603
BOSTON,MA02111 		  501 (C) 3 CHARITY GENERAL 2,000

YOUTHBUILD BOSTON

27 CENTRE STREET
ROXBURY,MA02119 		  501 (C) 3 CHARITY GENERAL 3,000

YOUTHCARE

2500 NE 54 STREET
SEATTLE,WA98105 		  501 (C) 3 CHARITY GENERAL 500

47 PALMER INC

26 CHURCH STREET
CAMBRIDGE,MA02138 		  501 (C) 3 CHARITY GENERAL 3,000

FIDELITY CHARITABLE FUND

PO BOX 770001
CINCINNATI,OH452770001 		  501 (C) 3 CHARITY GENERAL 9,649
Total .................................right arrow 3a 514,700
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 196,023  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16    
6 Net rental income or (loss) from personal property          
7 Other investment income .....     16 6,200  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 196,165  
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) .. 0 398,388 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
398,388
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
EDMUND & BETSY CABOT CHARITABLE FNDN
EIN:
04-2900424
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 19,200 9,600 0 9,600

TY 2022 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 523,893 452,332
BLACKROCK STRATEGIC 286,918 270,786
VANGUARD TOTAL BOND MARKET INDEX 478,190 433,771
VANGUARD INFLATION PROTECTED SEC ADM 397,525 362,574

TY 2022 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 1,784 2,342
PARK STREET NATURAL RESOURCE FUND AT COST 17,399 4,893
CW REAL ASSET FUND 2011, LLC AT COST 28,471 28,915
CW REAL ESTATE FUND II, LLC AT COST 10,242 228
CW REAL ESTATE FUND III, LLC AT COST 4,445 4,531
CW PRIVATE EQUITY 2007, LLC AT COST 54,413 224,789
CW PRIVATE EQUITY FUND 2011, LLC AT COST 132,138 190,817
CW VENTURE FUND IV, LLC AT COST 43,404 22,857
CW PRIVATE MARKETS FUND 2018, LLC AT COST 1,053,304 1,312,248
CW PRIVATE MARKETS FUND 2021 AT COST 563,649 557,052
AMERICAN BEACON THE LONDON CO INC. AT COST 468,685 553,399
CHAMPLAIN SMALL AT COST 705,866 605,922
EDGEWOOD GROWTH FUND INSTL CL AT COST 311,840 432,647
GRANDEUR PEAK INTNTL AT COST 394,234 412,908
JOHCM INTERNATIONAL SELECT FUND CL I AT COST 431,222 379,977
UBS EMERGING MRKTS AT COST 301,630 254,601
FIMM MONEY MARKET AT COST 1,399 1,399
ISHARES TRUST CORE AT COST 726,468 730,522
VANGUARD INDEX FDS VANGUARD AT COST 1,121,173 1,583,807
RBC EMERGING MARKETS EQUITY FD CL I AT COST 339,168 336,201
CW HEDGE FUND II (FEEDER) AT COST 6,972 9,004

TY 2022 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 10,800 7,291 7,291


TY 2022 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 29,400 29,400 0 0
PROFESSIONAL FEE PAID ON BEHALF OF EBC LLC 3,500 0 0 0


TY 2022 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 400 400  
ORDINARY INCOME FROM PARTNERSHIPS 2,000 2,000  
CANCELLATION OF DEBT INCOME FROM PARTNERSHIPS 2,500 2,500  
OTHER INCOME FROM PARTNERSHIP 1,300 1,300  


TY 2022 OtherProfessionalFeesSchedule
Name:
EDMUND & BETSY CABOT CHARITABLE FNDN
EIN:
04-2900424
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 73,352 73,352 0 0
OFFICE EXPENSES 15,600 0 0 15,600


TY 2022 TaxesSchedule
Name:
EDMUND & BETSY CABOT CHARITABLE FNDN
EIN:
04-2900424
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD ON DIVIDENDS 6,780 6,780 0 0
EXCISE TAX: FORM 990-PF 9,509 0 0 0