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

04-6036446
B Telephone number (see instructions)

(617) 451-1744
C 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$48,618,283J 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 right arrow.............
3 Interest on savings and temporary cash investments 62,051 82,690  
4 Dividends and interest from securities... 859,589 921,584  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -544,098
b Gross sales price for all assets on line 6a 24,170,960
7 Capital gain net income (from Part IV, line 2)... 0
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
93,367 -3,346  
12 Total. Add lines 1 through 11........ 470,909 1,000,928  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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
16,025 0   16,025
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
519,058 196,976   322,082
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
80,752 18,075   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,887 0   1,887
22 Printing and publications.......... 2,701 0   2,701
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,282 52,733   9,720
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 640,705 267,784   352,415
25 Contributions, gifts, grants paid....... 2,601,233 2,601,233
26 Total expenses and disbursements. Add lines 24 and 25 3,241,938 267,784   2,953,648
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,771,029
b Net investment income (if negative, enter -0-) 733,144
c Adjusted net income (if negative, enter -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............. 104,345 89,675 89,675
2 Savings and temporary cash investments......... 1,874,225 3,461,299 3,461,299
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)....... 54,795,603 Click to see attachment
List of Attached Documents:
// Content
42,424,110 		42,424,110
c Investments—corporate bonds (attach schedule).......      
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).......... 2,444,723 Click to see attachment
List of Attached Documents:
// Content
2,643,199 		2,643,199
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,218,896 48,618,283 48,618,283
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........... 59,218,896 48,618,283
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........    
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)..... 59,218,896 48,618,283
30 Total liabilities and net assets/fund balances (see instructions). 59,218,896 48,618,283
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
59,218,896
2
Enter amount from Part I, line 27a .....................
2
-2,771,029
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
56,447,867
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,829,584
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
48,618,283
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 FIDUCIARY TRUST 1099 #9309 P    
b PARTNERSHIPS ST GAINS P    
c PARTNERSHIPS LT GAINS P    
d PARTNERSHIPS 1231 GAINS P    
e PARTNERSHIPS QSBS EXCLUSION 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 24,066,402   24,644,348 -577,946
b 469     469
c 70,230     70,230
d 11     11
e     4,204 -4,204
33,848     33,848
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       -577,946
b       469
c       70,230
d       11
e       -4,204
      33,848
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 -477,592
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 10,191
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 10,191
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 10,191
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 51,768
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 51,768
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
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 41,577
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow41,577 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 arrowWWW.CABOTFAMILYTRUST.ORG
14
The books are in care ofright arrowELIZABETH LYNCH Telephone no.right arrow (617) 451-1744

Located atright arrow22 BATTERYMARCH ST FLOOR 2BOSTONMA 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)
Yes
 
(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
 
No
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
 
No
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
LAURA CABOT CARRIGAN TRUSTEE
1.00 		0 0 0
22 BATTERYMARCH ST FLOOR 2
BOSTON,MA02109
HENDRIKA T SLUDER TRUSTEE
1.00 		0 0 0
22 BATTERYMARCH ST FLOOR 2
BOSTON,MA02109
MARY SCHNEIDER ENRIQUEZ TERM TRUSTEE
1.00 		0 0 0
22 BATTERYMARCH ST FLOOR 2
BOSTON,MA02109
FRANCIS M BRADLEY TERM TRUSTEE
1.00 		0 0 0
22 BATTERYMARCH ST FLOOR 2
BOSTON,MA02109
DR GREENFIELD SLUDER TERM TRUSTEE
1.00 		0 0 0
22 BATTERYMARCH ST FLOOR 2
BOSTON,MA02109
SHOMA ADITYA TRUSTEE
1.00 		0 0 0
22 BATTERYMARCH ST FLOOR 2
BOSTON,MA02109
ELIZABETH LYNCH EXECUTIVE DIRECTOR
24.00 		0 0 0
22 BATTERYMARCH ST FLOOR 2
BOSTON,MA02109
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
CABOT-WELLINGTON LLC ADMINSTRATION SVCS 321,592
22 BATTERYMARCH ST FLOOR 2
BOSTON,MA02109
FIDUCIARY TRUST COMPANY INVESTMENT ADVISORS 196,976
PO BOX 55806
BOSTON,MA022055806
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
45,379,721
b
Average of monthly cash balances.......................
1b
4,426,119
c
Fair market value of all other assets (see instructions)................
1c
1,501,794
d
Total (add lines 1a, b, and c).........................
1d
51,307,634
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
51,307,634
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
769,615
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
50,538,019
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,526,901
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
2,526,901
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,191
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,191
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,516,710
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,516,710
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
2,516,710
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
2,953,648
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
2,953,648
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 2,516,710
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 686,161
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,953,648
a Applied to 2021, but not more than line 2a 686,161
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..... 2,267,487
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		249,223
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) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
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).)
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 e-mail address of the person to whom applications should be addressed:
ELIZABETH LYNCH
22 BATTERYMARCH ST FLOOR 2
BOSTON,MA02109
(617) 451-1744
bThe form in which applications should be submitted and information and materials they should include:
AN ON-LINE APPLICATION IS AVAILABLE AT WWWW.CABOTFAMILYTRUST.ORG.
cAny submission deadlines:
FEBRUARY 1ST & SEPTEMBER 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PLEASE REFER TO GRANT PROGRAM POLICY AND REVIEW CRITERIA ATTACHED.
Form 990-PF (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

ADOLESCENT CONSULTATION SERVIC

189 CAMBRIDGE STREET
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSES 15,000

ALLIANCE FOR INCLUSION AND PREVENTION

555 AMORY STREET SUITE 9
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSES 10,000

APPALACHIAN MOUNTAIN CLUB

10 CITY SQUARE
BOSTON,MA02129 		NOT RELATED PC EXEMPT PURPOSES 15,000

APPRENTICE LEARNING INC

PO BOX 3000-68
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSES 25,000

ART RESOURCE COLLABORATIVE FOR KIDS

36 BROMDIELD ST STE 301
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSES 25,000

BOSTON ARTS ACADEMY FOUNDATION INC

2 CHARLESGATE W 5TH FL
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSES 50,000

BOSTON CHILDREN'S CHORUS INC

20 OLD COLONY AVENUE 2ND FLOOR
BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSES 30,000

BOSTON CHINATOWN NEIGHBORHOOD

38 ASH STREET
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSES 47,500

BOSTON FESTIVAL ORCHESTRA

95 HARLOW STREET APT 2
ARLINGTON,MA02474 		NOT RELATED PC EXEMPT PURPOSES 25,000

BOSTON FOOD FOREST COALITION

500 WALK HILL STREET
MATTAPAN,MA02126 		NOT RELATED PC EXEMPT PURPOSES 50,000

BOSTON HIGHER EDUCATION RESOURCE

68 NORTHAMPTON ST
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSES 40,000

BOSTON LYRIC OPERA COMPANY INC

PO BOX 986500
BOSTON,MA02298 		NOT RELATED PC EXEMPT PURPOSES 25,000

BOSTON MODERN ORCHESTRA

376 WASHINGTON STREET SUITE 101
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSES 25,000

BOSTON SCHOOLS FUND

53 STATE STREET SUITE 500
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSES 40,000

BOTTOM LINE

50 MILK ST 16TH FLOOR
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSES 25,000

BOYS & GIRLS CLUB OF BOSTON

200 HIGH STREET STE 3
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSES 25,000

BRIDGES HOMEWARD

60 GORE STREET
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSES 25,000

BRIGHTER BOSTON INC

115 ELIOT STREET
CHESTNUT HILL,MA02467 		NOT RELATED PC EXEMPT PURPOSES 35,000

BRYCE'S JOURNEY INC

99 FAIRMOUNT AVE
HYDE PARK,MA02136 		NOT RELATED PC EXEMPT PURPOSES 20,000

CASTLE OF OUR SKINS

20 OLD COLONY AVE 2ND FLOOR
BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSES 30,000

CATIE'S CLOSET INC

19 SCHOOL STREET
DRACUT,MA01826 		NOT RELATED PC EXEMPT PURPOSES 50,000

CHAMELEON ARTS ENSEMBLE OF BOSTON INC

6 ROCKY NOOK TER
BOSTON,MA02130 		NOT RELATED PC EXEMPT PURPOSES 5,000

CHILDREN'S ADVOCACY CENTER

989 COMMONWEALTH AVENUE
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSES 20,000

CHILDREN'S LAW CENTER OF MA INC

PO BOX 710
LYNN,MA01903 		NOT RELATED PC EXEMPT PURPOSES 25,000

CHILDREN'S ROOM CENTER FOR GRIEVING CHILDREN AND TEENAGERS INC

1210 MASSACHUSETTS AVENUE
ARLINGTON,MA02476 		NOT RELATED PC EXEMPT PURPOSES 10,000

CIRCLE OF HOPE INC

PO BOX 920724
NEEDHAM,MA02492 		NOT RELATED PC EXEMPT PURPOSES 25,000

CITY MISSION INC

100 EAST TUPPER ST
BUFFALO,NY14203 		NOT RELATED PC EXEMPT PURPOSES 40,000

COMMUNITY BOATING INC

21 DAVID MUGAR WAY
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSES 15,000

COMMUNITY COOKS

337 SOMERVILLE AVE
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSES 30,000

COMMUNITY MUSIC CENTER OF BOSTON

PO BOX 171737
BOSTON,MA02117 		NOT RELATED PC EXEMPT PURPOSES 47,983

COMMUNITY SERVINGS

179 AMORY STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSES 50,000

COURAGEOUS SAILING CENTER FOR YOUTH INC

1 1ST AVE
BOSTON,MA02129 		NOT RELATED PC EXEMPT PURPOSES 15,000

CULTUREHOUSE

16 UNION SQUARE
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSES 20,000

DE NOVO CTR FOR JUSTICE & HEALING

47 THORNDIKE ST
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSES 25,000

DISCOVERING JUSTICE

1 COURTHOUSE WAY
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSES 20,000

DOC WAYNE YOUTH SERVICES INC

418 COMMONWEALTH AVENUE
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSES 30,000

EAST BOSTON COMMUNITY COUNCIL

282 MERIDIAN ST 2ND FLOOR
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSES 50,000

ELLIE FUND

200 RESERVOIR STREET STE 300
NEEDHAM,MA02494 		NOT RELATED PC EXEMPT PURPOSES 25,000

ELLIS MEMORIAL AND ELDREDGE HOUSE INC

58 BERKELEY ST
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSES 20,000

FOOD FOR FREE COMMITTEE INC

11 INMAN STREET
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSES 50,000

FOUND IN TRANSLATION

1532B DORCHESTER AVE
DORCHESTER,MA02122 		NOT RELATED PC EXEMPT PURPOSES 25,000

FREEDOM HOUSE INC

5 CRAWFORD ST
BOSTON,MA02121 		NOT RELATED PC EXEMPT PURPOSES 50,000

FRIDAY NIGHT SUPPER PROGRAM

351 BOYLSTON ST
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSES 7,500

FRIENDS OF THE RAFAEL HERNANDEZ SCHOOL

61 SCHOOL STREET
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSES 35,000

GIRLS INCORPORATED OF LYNN

50 HIGH STREET
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSES 25,000

GREENROOTS INC

227 MARGINAL STREET STE 1
CHELSEA,MA02150 		NOT RELATED PC EXEMPT PURPOSES 37,250

HALEY HOUSE INC

23 DARTMOUTH STREET
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSES 50,000

HEALTH RESOURCES IN ACTION

2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSES 25,000

HOME FOR LITTLE WANDERERS

397 LINCOLN RD
WALPOLE,MA02081 		NOT RELATED PC EXEMPT PURPOSES 25,000

HOPE AND COMFORT INC

659 HIGHLAND AVE
NEEDHAM,MA02494 		NOT RELATED PC EXEMPT PURPOSES 25,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSES 35,000

JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION

31 GERMANIA STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSES 50,000

JEREMIAH PROGRAM BOSTON

130 WARREN ST
BOSTON,MA02119 		NOT RELATED PC EXEMPT PURPOSES 20,000

JUSTICE FOR HOUSING INC

41 ROUND HILL STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSES 25,000

LEAP SELF DEFENSE INC

197A CENTRE ST
BOSTON,MA02119 		NOT RELATED PC EXEMPT PURPOSES 8,500

LEVEL GROUND MIXED MARTIAL ART

527 COLUMBIA ROAD
BOSTON,MA02122 		NOT RELATED PC EXEMPT PURPOSES 30,000

LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICES

550 DUDLEY STREET
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSES 25,000

LOVIN SPOONFULS INC

1304 COMMONWEALTH AVE
BOSTON,MA02134 		NOT RELATED PC EXEMPT PURPOSES 12,000

MA ADOPTION RESOURCE EXCHANGE

19 NEEDHAM ST SUITE 206
NEWTON,MA02461 		NOT RELATED PC EXEMPT PURPOSES 25,000

MA COALITION FOR THE HOMELESS

73 BUFFUM STREET
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSES 10,000

MISSIONSAFE A NEW BEGINNING

18 JOHN ELIOT SQUARE
BOSTON,MA02119 		NOT RELATED PC EXEMPT PURPOSES 50,000

MORE THAN WORDS

56 FELTON STREET
WALTHAM,MA02453 		NOT RELATED PC EXEMPT PURPOSES 35,000

MUJERES UNIDAS AVANZANDO

54 CLAYTON ST 1
DORCHESTER,MA02122 		NOT RELATED PC EXEMPT PURPOSES 25,000

NEIGHBORHOOD VILLAGES

64 SIGOURNEY STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSES 25,000

NOBLE AND GREENOUGH SCHOOL

10 CAMPUS DR
DEDHAM,MA02026 		NOT RELATED PC EXEMPT PURPOSES 15,500

OCEAN ALLIANCE

32 HORTON STREET
DORCHESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSES 30,000

PEER HEALTH EXCHANGE INC

100 WEBSTER ST STE 300
OAKLAND,CA94607 		NOT RELATED PC EXEMPT PURPOSES 10,000

PHILANTHROPY MASSACHUSETTS

133 FEDERAL STREET SUITE 802
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSES 25,000

PIERS PARK SAILING CENTER

95 MARGINAL STREET
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSES 20,000

SAMARITANS INC

411 WEST ST 4TH FLOOR
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSES 20,000

SCIENCE FROM SCIENTISTS

1 DEANGELO DRIVE STE C
BEDFORD,MA01730 		NOT RELATED PC EXEMPT PURPOSES 15,000

SILVER LINING MENTORING INC

727 ATLANTIC AVE 3
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSES 15,000

SOCCER WITHOUT BORDERS

282 MERIDIAN ST
BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSES 20,000

SOCIEDAD LATINA

1530 TREMONT STREET
BOSTON,MA02120 		NOT RELATED PC EXEMPT PURPOSES 25,000

SOLUTIONS AT WORK INC

1151 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSES 50,000

SOMALI DEVELOPMENT CENTER

10 MALCOLM X BOULEVARD 2ND FL
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSES 25,000

SPARKSHARE

50 MILK STREET 15TH FLOOR
BOSTON,MA02119 		NOT RELATED PC EXEMPT PURPOSES 25,000

STEPS TO SUCCESS INC

2 CLARK RD
BROOKLYN,MA02445 		NOT RELATED PC EXEMPT PURPOSES 15,000

STRONG WOMEN STRONG GIRLS

89 SOUTH STREET LL02
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSES 20,000

SUNFLOWER OF PEACE FOUNDATION

43 ASHMONT AVENUE
NEWTON,MA02458 		NOT RELATED PC EXEMPT PURPOSES 30,000

THE LOOP LAB INC

872 MASSACHUSETTS AVE UNIT 1-5
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSES 25,000

THE PETEY GREENE PROGRAM

130 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSES 20,000

THE TEACHER COLLABORATIVE INC

PO BOX 441645
SOMERVILLE,MA02144 		NOT RELATED PC EXEMPT PURPOSES 30,000

THE WILY NETWORK

1920 CENTER STREET SUITE 1
WEST ROXBURY,MA02132 		NOT RELATED PC EXEMPT PURPOSES 20,000

THE YOUNG PEOPLES PROJECT

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSES 50,000

UNION CAPITAL BOSTON

1542 COLUMBUS AVENUE
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSES 10,000

UNITARIAN UNIVERSALIST URBAN MINISTRY

10 PUTNAM STREET
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSES 20,000

URBAN FOOD INITIATIVE DBA DAILY TABLE

420 WASHINGTON STREET
DORCHESTER,MA02114 		NOT RELATED PC EXEMPT PURPOSES 50,000

VERONICA ROBLES CULTURAL CENTER

282 MERIDIAN STREET
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSES 30,000

WEST END HOUSE INC

105 ALLSTON STREET
ALLSTON,MA02134 		NOT RELATED PC EXEMPT PURPOSES 25,000

WGBH EDUCATIONAL FOUNDATION

ONE GUEST STREET
BOSTON,MA02135 		NOT RELATED PC EXEMPT PURPOSES 50,000

WINDRUSH FARM THERAPEUTIC EQUITATION INC

479 LACY STREET
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSES 20,000

WONDERMORE INC

16 MILTON STREET STE 19
DEDHAM,MA02026 		NOT RELATED PC EXEMPT PURPOSES 10,000

YMCA OF GREATER BOSTON

316 HUNTINGTON AVENUE
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSES 15,000

YOUNG AUDIENCES OF MASSACHUSETTS

89 SOUTH STREET SUITE 603
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSES 30,000
Total .................................right arrow 3a 2,601,233
bApproved for future payment

BRIGHTER BOSTON INC
115 ELIOT STREET
CHESTNUT HILL,MA02467 		NOT RELATED PC EXEMPT PURPOSES 45,000

WEST END HOUSE INC
105 ALLSTON STREET
ALLSTON,MA02134 		NOT RELATED PC EXEMPT PURPOSES 25,000

WGBH EDUCATIONAL FOUNDATION
ONE GUEST STREET
BOSTON,MA02135 		NOT RELATED PC EXEMPT PURPOSES 100,000
Total ................................. right arrow 3b 170,000
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 ........... 		    14 62,051  
4 Dividends and interest from securities ....     14 859,589  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 92,884  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -544,098  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aTAX REFUND 		        483
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 470,426 483
13Total. Add line 12, columns (b), (d), and (e)..................
13
470,909
(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 TAX REFUND
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:
THE CABOT FAMILY CHARITABLE TRUST
EIN:
04-6036446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 16,025 0   16,025

TY 2022 InvestmentsCorpStockSchedule
Name:
THE CABOT FAMILY CHARITABLE TRUST
EIN:
04-6036446
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS 42,424,110 42,424,110

TY 2022 InvestmentsOtherSchedule2
Name:
THE CABOT FAMILY CHARITABLE TRUST
EIN:
04-6036446
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LIMITED PARTNERSHIP FMV 2,643,199 2,643,199

TY 2022 OtherDecreasesSchedule
Name:
THE CABOT FAMILY CHARITABLE TRUST
EIN:
04-6036446
Description Amount
CHANGE IN UNREALIZED GAINS/LOSSES 7,829,584


TY 2022 OtherExpensesSchedule
Name:
THE CABOT FAMILY CHARITABLE TRUST
EIN:
04-6036446
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEMBERSHIP DUES 7,900 0   7,900
MASS FILING FEE 500 0   500
POSTAGE/SHIPPING 781 0   781
PARTNERSHIPS ADMIN EXPENSE 9,703 9,703   0
PARTNERSHIPS DEDUCTIONS 0 41,650   0
K-1 CHARITABLE CONTRIBUTIONS 0 0   4
OTHER EXPENSES 381 0   381
BOND AMORTIZATION 863 1,380   0
OFFICE SUPPLIES 154 0   154


TY 2022 OtherIncomeSchedule2
Name:
THE CABOT FAMILY CHARITABLE TRUST
EIN:
04-6036446
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 92,884 -3,346 92,884
TAX REFUND 483   483


TY 2022 OtherProfessionalFeesSchedule
Name:
THE CABOT FAMILY CHARITABLE TRUST
EIN:
04-6036446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES - FIDUCIARY TR 196,976 196,976   0
CABOT WELLINGTON LLC 321,592 0   321,592
FIDUCIARY TAX LETTER FEE 490 0   490


TY 2022 TaxesSchedule
Name:
THE CABOT FAMILY CHARITABLE TRUST
EIN:
04-6036446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID FIDUCIARY 0 12,323   0
PARTNERSHIP W/H TAXES 5,752 5,752   0
FEDERAL EXCISE TAX 70,000 0   0
UBI TAXES 5,000 0   0