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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE VIRGINIA WELLINGTON CABOT FOUNDATION
C/O GMA FOUNDATIONS
Number and street (or P.O. box number if mail is not delivered to street address)TWO LIBERTY SQUARE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6728351
B Telephone number (see instructions)

(617) 750-2741
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$43,142,424J 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 51,105 275,144  
4 Dividends and interest from securities... 352,743 711,853  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,657,474
b Gross sales price for all assets on line 6a 5,484,574
7 Capital gain net income (from Part IV, line 2)... 581,135
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
18,372 2,632,169  
12 Total. Add lines 1 through 11........ 2,079,694 4,200,301  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 300 0   300
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,205 0   20,205
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
683,580 287,929   395,651
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
70,670 21,164   0
19 Depreciation (attach schedule) and depletion...      
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
23,160 544,174   23,183
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 797,915 853,267   439,339
25 Contributions, gifts, grants paid....... 1,880,110 1,880,110
26 Total expenses and disbursements. Add lines 24 and 25 2,678,025 853,267   2,319,449
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -598,331
b Net investment income (if negative, enter -0-) 3,347,034
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 52,074 196,616 196,616
2 Savings and temporary cash investments......... 1,517,687 799,324 799,324
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)....... 13,141,431 Click to see attachment
List of Attached Documents:
// Content
11,708,604 		11,708,604
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).......... 26,405,564 Click to see attachment
List of Attached Documents:
// Content
30,437,880 		30,437,880
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) 41,116,756 43,142,424 43,142,424
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........... 41,116,756 43,142,424
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)..... 41,116,756 43,142,424
30 Total liabilities and net assets/fund balances (see instructions). 41,116,756 43,142,424
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
41,116,756
2
Enter amount from Part I, line 27a .....................
2
-598,331
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,623,999
4
Add lines 1, 2, and 3 ..........................
4
43,142,424
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
43,142,424
Form 990-PF (2023)
Form 990-PF (2023)
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 CW PRIVATE EQUITY FUND 2007 (QBSB EXCLUSION) P    
b CW VENTURE FUND IV (QBSB EXCLUSION) P    
c CW PRIVATE EQUITY FUND 2011 (QBSB EXCLUSION) P    
d FIDELITY ACCOUNT 7062 ST INVESTMENTS P    
e FIDELITY ACCOUNT 7062 LT INVESTMENTS P    
FIDELTIY ACCOUTN 2839 LT INVESTMENTS P    
PASSTHRU - ST GAINS/LOSSES P    
PASSTHRU - LT GAINS/LOSSES P    
PASSTHRU - SEC. 1256 CONTRACTS AND STRADDLES P    
CW REAL ESTATE FUND III - FINAL K-1 G/L 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     7,740 -7,740
b     12,773 -12,773
c     12,643 -12,643
d 13,132   13,779 -647
e 335,193   351,141 -15,948
4,758,931   4,462,684 296,247
    39,092 -39,092
274,852     274,852
    3,587 -3,587
6,154     6,154
96,312     96,312
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       -7,740
b       -12,773
c       -12,643
d       -647
e       -15,948
      296,247
      -39,092
      274,852
      -3,587
      6,154
      96,312
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 2 581,135
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 46,524
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 46,524
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 46,524
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 83,996
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 98,996
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 52,472
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow52,472 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 arrowCABOTWELLINGTON.COM
14
The books are in care ofright arrowJOAN WHELTON SECRETARY Telephone no.right arrow (617) 750-2741

Located atright arrowTWO LIBERTY SQUAREBOSTONMA 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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
ALBERT MAXIMILIAN CABOT ALLETZHAUSE TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
DANIEL DOMONEY TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
MAYA CABOT TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
TAMSIN MYERS TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
GULREZ ARSHAD TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
AIDAN FITZGERALD TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
FIONA SCANLON-BLACK TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
ALEXANDER BLACK TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
PERE SELLES TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
HEATHER CABOT TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
PETER MYERS CHAIRPERSON OF THE BOARD
1.00 		0 0 0
TWO LIBERTY SQUARE
BOSTON,MA02109
JOAN WHELTON SECRETARY
1.00 		0 0 0
TWO LIBERTY SQUARE
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 (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CABOT-WELLINGTON LLC INV. MGMT & ADMIN SERVICES 662,884
22 BATTERYMARCH ST
BOSTON,MA02109
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 (2023)
Form 990-PF (2023)
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
13,708,537
b
Average of monthly cash balances.......................
1b
1,025,771
c
Fair market value of all other assets (see instructions)................
1c
28,341,331
d
Total (add lines 1a, b, and c).........................
1d
43,075,639
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
43,075,639
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
646,135
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
42,429,504
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,121,475
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
2,121,475
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
46,524
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,276
c
Add lines 2a and 2b............................
2c
48,800
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,072,675
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,072,675
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
2,072,675
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
2,319,449
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
2,319,449
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,072,675
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 807,130
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,319,449
a Applied to 2022, but not more than line 2a 807,130
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 2023 distributable amount..... 1,512,319
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		560,356
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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:
JOAN WHELTON
2 LIBERTY SQ STE 500
BOSTON,MA02109
(617) 476-8782
JWHELTON@GMAFOUNDATIONS.COM
bThe form in which applications should be submitted and information and materials they should include:
REFER TO WEBSITE HTTPS://CABOTWELLINGTON.COM/PHILANTHROPY/VIRGINIA-WELLINGTON-CABOT-FOUNDATIO N/
cAny submission deadlines:
APPLICATION DEADLINES ARE FEBRUARY 23 AND AUGUST 10.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE VIRGINIA WELLINGTON CABOT FOUNDATION IS A PRIVATE FAMILY FOUNDATION CREATED IN 1992 BY TOM AND VIRGINIA CABOT. IT WAS THEIR WISH THAT THIS FOUNDATION WOULD BE THE INSTRUMENT THROUGH WHICH THEIR DESCENDANTS COULD ACTIVELY PARTICIPATE IN CARRYING ON THEIR TRADITION OF TRYING TO HELP MAKE THIS A BETTER WORLD. THE FOUNDATION HAS ESTABLISHED A GIVING POLICY GUIDED AS MUCH BY THE DEGREE OF PERSONAL VOLUNTEER COMMITMENT AS BY SUBJECT MATTER. BENEFICIARIES OF THE FOUNDATION TYPICALLY CONSIST OF ORGANIZATIONS KNOWN TO AND SPONSORED BY THE DESCENDANTS OF TOM AND VIRGINIA CABOT. THE FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. ALL GRANT REQUESTS MUST BE SPONSORED BY A FAMILY MEMBER AND ARE THEREFORE BY INVITATION ONLY.
Form 990-PF (2023)
Form 990-PF (2023)
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

WINGS OF HOPE THERAPEUTIC RIDING PROGRAM

2418 FRANTZ ST
NORTHPORT,FL342866029 		NOT RELATED PC EXEMPT PURPOSE 10,000

FIRST NATIONS DEVELOPMENT INSTITUTE

2432 MAIN STREET
LONGMONT,CO80501 		NOT RELATED PC EXEMPT PURPOSE 25,000

GREENWICH ACADEMY INC

200 N MAPLE AVE
GREENWICH,CT068304739 		NOT RELATED PC EXEMPT PURPOSE 35,000

HAWTHORNE VALLEY ASSOCIATION

330 ROUTE 21C
GHENT,NY12075 		NOT RELATED PC EXEMPT PURPOSE 15,000

HEALING ABUSE WORKING FOR CHANGE INC

27 CONGRESS STREET
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 5,000

HEALTHY PENINSULA

PO BOX 945
BLUE HILL,ME04614 		NOT RELATED PC EXEMPT PURPOSE 10,000

HESPERIAN HEALTH GUIDES

1919 ADDISON STREET
BERKELEY,CA94704 		NOT RELATED PC EXEMPT PURPOSE 20,000

HIGH MOUNTAIN INSTITUTE

531 COUNTY ROAD 5A
LEADVILLE,CO80461 		NOT RELATED PC EXEMPT PURPOSE 3,200

CORAL RESTORATION FOUNDATION

89111 OVERSEAS HIGHWAY
TAVERNIER,FL33070 		NOT RELATED PC EXEMPT PURPOSE 10,000

HOME SWEET HOME

290 HANLEY INDUSTRIAL COURT
BRENTWOOD,MO63144 		NOT RELATED PC EXEMPT PURPOSE 10,000

HURRICANE ISLAND OUTWARD BOUND SCHOOL

PO BOX 800
CAMDEN,ME04843 		NOT RELATED PC EXEMPT PURPOSE 35,000

FRIENDS OF FRIENDS MEDICAL SUPPORT

PO BOX 812
LANGLEY,WA98260 		NOT RELATED PC EXEMPT PURPOSE 1,000

FRIENDSHIP BRIDGE

405 URBAN STREET SUITE 140
LAKEWOOD,CO80228 		NOT RELATED PC EXEMPT PURPOSE 25,000

INTERVALE CENTER INC

180 INTERVALE RD
BURLINGTON,VT05401 		NOT RELATED PC EXEMPT PURPOSE 20,000

ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE CHILDREN

PO BOX 227
MOUNT DESERT,ME04660 		NOT RELATED PC EXEMPT PURPOSE 25,000

JACKSON SKI TOURING FOUNDATION

PO BOX 216
JACKSON,NH03846 		NOT RELATED PC EXEMPT PURPOSE 10,000

MAHARISHI FOUNDATION

PO BOX 670
FAIRFIELD,IA525560012 		NOT RELATED PC EXEMPT PURPOSE 400

MAINE ISLAND TRAIL ASSOCIATION

100 KENSINGTON ST 2ND FLOOR
PORTLAND,ME04103 		NOT RELATED PC EXEMPT PURPOSE 20,000

MATANHO PROJECT

PO BOX 640
LANGLEY,WA98260 		NOT RELATED PC EXEMPT PURPOSE 500

MAX WARBURG COURAGE CURRICULUM INC

263 HUNTINGTON AVE 366
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSE 2,500

MENDOCINO UNIFIED SCHOOL DISTRICT

44141 LITTLE LAKE ROAD
MENDOCINO,CA95460 		NOT RELATED PC EXEMPT PURPOSE 20,000

HURRICANE ISLAND FOUNDATION

PO BOX 1280
ROCKLAND,ME048411280 		NOT RELATED PC EXEMPT PURPOSE 25,000

SHELBURNE RESCUE SQUAD

154 TURTLE LN
SHELBURNE,VT05482 		NOT RELATED PC EXEMPT PURPOSE 800

CAMP ONDESSONK

3760 ONDESSONK RD
OZARK,IL62972 		NOT RELATED PC EXEMPT PURPOSE 50,500

INTERNATIONAL REHABILITATION FORUM INC

55 MONROE ST
PHILADELPHIA,PA057531534 		NOT RELATED PC EXEMPT PURPOSE 10,000

SHELBURNE FIREFIGHTERS ASSOCIATION INC

PO BOX 911
SHELBURNE,VT05482 		NOT RELATED PC EXEMPT PURPOSE 1,000

MULTIFAITH ALLIANCE INC

6E 43RD ST
NEW YORK,NY10017 		NOT RELATED PC EXEMPT PURPOSE 50,000

GOOSEFOOT COMMUNITY FUND A NOT FOR PROFIT CORPORATION

PO BOX 114
LANGLEY,WA982600114 		NOT RELATED PC EXEMPT PURPOSE 5,000

AMERICAN NEAR EAST REFUGEE AID

1111 14TH STREET NW SUITE 400
WASHINGTON,DC20005 		NOT RELATED PC EXEMPT PURPOSE 800

DZOGCHEN FOUNDATION

PO BOX 734
CAMBRIDGE,MA021400006 		NOT RELATED PC EXEMPT PURPOSE 10,000

ARCHITECTS & ENGINEERS FOR 911

2342 SHATTUCK AVE 189
BERKELEY,CA947041517 		NOT RELATED PC EXEMPT PURPOSE 1,000

BOSTON LYRIC OPERA COMPANY INC

15 CHANNEL CENTER ST
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSE 25,000

BRACKETT FOUNDATION

PO BOX 8
HAMILTON,NY133460008 		NOT RELATED PC EXEMPT PURPOSE 480

BROOKWOOD SCHOOL INCORPORATED

1 BROOKWOOD RD
MANCHESTER,MA019441466 		NOT RELATED PC EXEMPT PURPOSE 1,000

BROWNING SCHOOL

52 E 62ND ST
NEW YORK,NY100658017 		NOT RELATED PC EXEMPT PURPOSE 800

BUILD BELIZE INC

7350 BEACH VIEW DRIVE
NORTH BAY VILLAGE,FL33141 		NOT RELATED PC EXEMPT PURPOSE 25,000

CALIFORNIANS AGAINST WASTE FOUNDATION

921 11TH STREET
SACRAMENTO,CA958142845 		NOT RELATED PC EXEMPT PURPOSE 45,000

DHARAMSALA ANIMAL RESCUE

1624 NORTH COAST HWY 101 5
ENCINITAS,CA920241040 		NOT RELATED PC EXEMPT PURPOSE 10,000

AMERICAN CENTER OF ORIENTAL RESEARCH

209 COMMERCE STREET
ALEXANDRIA,VA223142909 		NOT RELATED PC EXEMPT PURPOSE 2,000

CAMP DREAMCATCHER

148 W STATE ST STE 104
KENNETT SQUARE,PA193483055 		NOT RELATED PC EXEMPT PURPOSE 10,000

CAPE COD LIGHTHOUSE CHARTER

195 ROUTE 137
EAST HARWICH,MA026451320 		NOT RELATED PC EXEMPT PURPOSE 2,500

CENTER FOR NORTHERN WOODLANDS EDUCATION

16 ON THE COMMON PO BOX 270
LYME,NH03768 		NOT RELATED PC EXEMPT PURPOSE 20,000

BORDERLANDS RESTORATION NETWORK

PO BOX 121
PATAGONIA,AZ856240121 		NOT RELATED PC EXEMPT PURPOSE 36,250

CENTURY ASSOCIATION ARCHIVES FOUNDATION

7 W 43RD ST
NEW YORK,NY10036 		NOT RELATED PC EXEMPT PURPOSE 500

CHARLOTTE HISTORICAL SOCIETY

9 ANNAS DR
CHARLOTTE,ME046666307 		NOT RELATED PC EXEMPT PURPOSE 3,600

CHARLOTTESVILLE BALLET

1885 SEMINOLE TRL STE 203
CHARLOTTESVLE,VA229011160 		NOT RELATED PC EXEMPT PURPOSE 10,500

CHILDREN'S HOSPITAL BOSTON

300 LONGWOOD AVE
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSE 2,000

COLBY-SAWYER COLLEGE

541 MAIN ST
NEW LONDON,NH032577818 		NOT RELATED PC EXEMPT PURPOSE 5,000

COLLATERAL REPAIR PROJECT

PO BOX 23146
BROOKLYN,NY112023146 		NOT RELATED PC EXEMPT PURPOSE 28,085

COMPREHENSIVE ALCOHOLISM REHABILITATION PROGRAMS INC

1626 OKEECHOBEE ROAD
WEST PALM BEACH,FL334016841 		NOT RELATED PC EXEMPT PURPOSE 25,000

MIDDLEBURY AREA LAND TRUST

PO BOX 804
MIDDLEBURY,VT05753 		NOT RELATED PC EXEMPT PURPOSE 9,878

CAPE COD ACADEMY INC

50 OSTERVILLE WEST BARNSTABLE RD
OSTERVILLE,MA026551549 		NOT RELATED PC EXEMPT PURPOSE 5,000

WILD CARE INC

10 SMITH LN
EASTHAM,MA02642 		NOT RELATED PC EXEMPT PURPOSE 5,000

MT CARMEL VETERANS SERVICE CENTER

530 COMMUNICATION CIR
COLORADO SPGS,CO80905 		NOT RELATED PC EXEMPT PURPOSE 25,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NOT RELATED PC EXEMPT PURPOSE 2,000

CHAPEL HILL ACADEMY INC

306 W 78TH ST
CHANHASSEN,MN553179734 		NOT RELATED PC EXEMPT PURPOSE 10,000

THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC

21 DRYDOCK AVE
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSE 15,000

ETHAN ALLEN INSTITUTE

4836 KIRBY MOUNTAIN RD
CONCORD,VT058249798 		NOT RELATED PC EXEMPT PURPOSE 12,000

TOWN OF NORTH HERO

3541 US ROUTE 2 PO BOX 38
NORTH HERO,VT05474 		NOT RELATED PC EXEMPT PURPOSE 10,500

PRISON BOOK PROGRAM

1306 HANCOCK STREET SUITE 100
QUINCY,MA02169 		NOT RELATED PC EXEMPT PURPOSE 81,500

THE 5 GYRES INSTITUTE

PO BOX 5699
SANTA MONICA,CA904095699 		NOT RELATED PC EXEMPT PURPOSE 10,000

THE BORGEN PROJECT

1120 PACIFIC AENUE SUITE 100
TACOMA,WA98402 		NOT RELATED PC EXEMPT PURPOSE 400

THE GROWHAUS

3840 N YORK ST STE 210
DENVER,CO80205 		NOT RELATED PC EXEMPT PURPOSE 30,000

THE KINEO SCHOOL

7525 132ND AVE NE
KIRKLAND,WA98033 		NOT RELATED PC EXEMPT PURPOSE 20,000

THE NATURE CONSERVANCY IN MAINE

14 MAINE STREET SUITE 401
BRUNSWICK,ME04011 		NOT RELATED PC EXEMPT PURPOSE 20,000

THE NATURE CONSERVANCY VT

575 STONE CUTTERS WAY
MONTPELIER,VT05602 		NOT RELATED PC EXEMPT PURPOSE 20,000

THE PINGREE SCHOOL INC

537 HIGHLAND ST
S HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 25,000

THE SAFETY TEAM INC

670 S LUCILE ST
SEATTLE,WA98108 		NOT RELATED PC EXEMPT PURPOSE 29,200

THE SOCIETY FOR CLASSICAL STUDIES

20 COOPER SQUARE 2ND FLOOR
NEW YORK,NY10003 		NOT RELATED PC EXEMPT PURPOSE 45,000

TIDES FOUNDATION

1012 TORNEY AVE
SAN FRANCISCO,CA94129 		NOT RELATED PC EXEMPT PURPOSE 155,000

WHIDBEY ENVIRONMENTAL ACTION NETWORK

PO BOX 293
LANGLEY,WA98260 		NOT RELATED PC EXEMPT PURPOSE 500

TUBA CITY HUMANE SOCIETY INC

PO BOX 1016
TUBA CITY,AZ86045 		NOT RELATED PC EXEMPT PURPOSE 60,000

PISGAH LEGAL SERVICES

62 CHARLOTTE STREET
ASHEVILLE,NC28801 		NOT RELATED PC EXEMPT PURPOSE 25,000

UNIVERSITY OF NOTRE DAME

HOLY CROSS DR
NOTRE DAME,IN46556 		NOT RELATED PC EXEMPT PURPOSE 16,667

US MEXICO FOUNDATION

1250 H STREET NW
WASHINGTON,DC20005 		NOT RELATED PC EXEMPT PURPOSE 40,000

VERMONT PARENT REPRESENTATION

PO BOX 4087
BURLINGTON,VT05406 		NOT RELATED PC EXEMPT PURPOSE 3,000

VILLAGE HELP FOR SOUTH SUDAN INC

34 MADISON AVE UNIT 1
CAMBRIDGE,MA02140 		NOT RELATED PC EXEMPT PURPOSE 10,000

VINFEN CORPORATION INC

950 CAMBRIDGE ST
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 30,000

WATER IS LIFE KENYA INC

314 E MAIN ST KELWAY PLAZA STE
NEWARK,DE19711 		NOT RELATED PC EXEMPT PURPOSE 40,000

WELLSPRING HOUSE

302 ESSEX AVENUE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 5,000

WEST PALM BEACH LIBRARY FOUNDATION INC

411 CLEMATIS ST 3RD FLR
WEST PALM BEACH,FL33401 		NOT RELATED PC EXEMPT PURPOSE 10,000

WGBH EDUCATIONAL FOUNDATION

1 GUEST ST
BOSTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 4,000

WHIDBEY ISLAND NOURISHES

PO BOX 1642
LANGLEY,WA98260 		NOT RELATED PC EXEMPT PURPOSE 1,000

WHOLE CHILD MONTESSORI CENTER INC

5909 SE 40TH AVE
PORTLAND,OR97202 		NOT RELATED PC EXEMPT PURPOSE 21,500

AMERICAN FRIENDS OF ZANAAFRICA CORP

2450 VIRGINIA AVE NW STE E309
WASHINGTON,DC200372653 		NOT RELATED PC EXEMPT PURPOSE 25,000

SUPPORTIVE LIVING INC

1505 NE PARVIN RD
KANSAS CITY,MO64116 		NOT RELATED PC EXEMPT PURPOSE 25,000

NATIONAL FILM PRESERVE LTD

800 JONES ST
BERKELEY,CA94710 		NOT RELATED PC EXEMPT PURPOSE 6,700

GLOUCESTER FUND INC

45 MIDDLE ST APT 2
GLOUCESTER,MA019305728 		NOT RELATED PC EXEMPT PURPOSE 13,000

SKATEISTAN

516 N 68TH ST
SEATTLE,WA98103 		NOT RELATED PC EXEMPT PURPOSE 20,000

NATURE CONSERVANCY INC

20 ASHBURTON PL SUITE 400
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 10,000

NEW HAVEN PRESERVATION TRUST INC

922 STATE ST
NEW HAVEN,CT06511 		NOT RELATED PC EXEMPT PURPOSE 800

NEW MEXICO WILDERNESS ALLIANCE

PO BOX 25464
ALBUQUERQUE,NM87125 		NOT RELATED PC EXEMPT PURPOSE 20,000

NORTH HERO VOLUNTEER FIRE DEPT INC

PO BOX 132
NORTH HERO,VT05474 		NOT RELATED PC EXEMPT PURPOSE 400

OREGON ENVIRONMENTAL COUNCIL

PO BOX 14822
PORTLAND,OR97293 		NOT RELATED PC EXEMPT PURPOSE 30,000

PANADERO SKI CORPORATION

137 CUCHARA AVE E
LA VETA,CO81055 		NOT RELATED PC EXEMPT PURPOSE 10,000

PATAGONIA AREA RESOURCE ALLIANCE

PO BOX 1044
PATAGONIA,AZ85624 		NOT RELATED PC EXEMPT PURPOSE 11,500

PATAGONIA REGIONAL TIMES INC

PO BOX 1073
PATAGONIA,AZ85624 		NOT RELATED PC EXEMPT PURPOSE 3,000

PATAGONIA YOUTH ENRICHMENT CENTER

PO BOX 253
SONOITA,AZ85637 		NOT RELATED PC EXEMPT PURPOSE 3,000

PHILLIPS EXETER ACADEMY

20 MAIN ST
EXETER,NH03833 		NOT RELATED PC EXEMPT PURPOSE 900

PIPER'S ANGELS FOUNDATION INC

11438 US HIGHWAY 1
PALM BEACH,FL33408 		NOT RELATED PC EXEMPT PURPOSE 1,000

SOCIETY OF THE MUSE OF THE SOUTHWEST

PO BOX 3225
TAOS,NM87571 		NOT RELATED PC EXEMPT PURPOSE 5,000

NATIVE ARTS AND CULTURES FOUNDATION INC

1020SE 7TH AVE
PORTLAND,OR97214 		NOT RELATED PC EXEMPT PURPOSE 5,000

PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY INC

962 WAYNE AVE STE 610
SILVER SPRING,MD20910 		NOT RELATED PC EXEMPT PURPOSE 25,000

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET
SEATTLE,WA98109 		NOT RELATED PC EXEMPT PURPOSE 20,000

RAAM RAJ FOUNDATION

PO BOX 2092
FAIRFIELD,IA52556 		NOT RELATED PC EXEMPT PURPOSE 10,000

RAINFOREST TRUST INC

6801 KENNEDY ROAD
WARRENTON,VA20187 		NOT RELATED PC EXEMPT PURPOSE 30,000

RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS

701 OKEECHOBEE BLVD
WEST PALM BEACH,FL33401 		NOT RELATED PC EXEMPT PURPOSE 10,000

REASON FOUNDATION

5737 MESMER AVENUE
LOS ANGELES,CA90230 		NOT RELATED PC EXEMPT PURPOSE 800

SARAH LAWRENCE COLLEGE

1 MEAD WAY
BRONXVILLE,NY10708 		NOT RELATED PC EXEMPT PURPOSE 3,000

SCHOOL YEAR ABROAD INC

120 WATER STREET
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSE 1,000

SHELBURNE FARMS

1611 HARBOR ROAD
SHELBURNE,VT05482 		NOT RELATED PC EXEMPT PURPOSE 45,200

STATEN ISLAND SENIOR RESOURCES CORP

120 STUYVESANT PL STE 409
STATEN ISLAND,NY103011992 		NOT RELATED PC EXEMPT PURPOSE 250

FAMILY NURTURING CENTER OF MASSACHUSETTS INC

200 BOWDOIN ST
DORCHESTER,MA021221819 		NOT RELATED PC EXEMPT PURPOSE 28,000

A CHILDS NOTEBOOK

3518 FREMONT AVE N 377
SEATTLE,WA981038814 		NOT RELATED PC EXEMPT PURPOSE 10,000
Total .................................right arrow 3a 1,880,110
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 51,105  
4 Dividends and interest from securities ....     14 352,743  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 375,964  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL & STATE TAX REFUND 		        18,372
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 779,812 18,372
13Total. Add line 12, columns (b), (d), and (e)..................
13
798,184
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A FEDERAL & STATE TAX REFUND
Form 990-PF (2023)
Form 990-PF (2023)
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.
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with the preparer shown below?
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Signature of officer or trustee Date Title
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Firm's name SmallBullet
 Firm's EIN SmallBullet
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE VIRGINIA WELLINGTON CABOT FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6728351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WOLF & COMPANY, P.C. 20,205 0   20,205

TY 2023 InvestmentsCorpStockSchedule
Name:
THE VIRGINIA WELLINGTON CABOT FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6728351
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCKS & MUTUAL FUNDS 11,708,604 11,708,604

TY 2023 InvestmentsOtherSchedule2
Name:
THE VIRGINIA WELLINGTON CABOT FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6728351
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CW FUNDS FMV 14,691,763 14,691,763
ADAGE CAPITAL PARTNERS, LP FMV 8,544,215 8,544,215
COMMONFUND CAP PRI EQU PTR VII FMV 215,119 215,119
OVERLOOK PARTNERS FUND, L.P. FMV 2,119,367 2,119,367
PARK STREET CAP NAT RES IV, LP FMV 13,349 13,349
PARK STREET CAP NAT RES VI, LP FMV 821,396 821,396
ACADIAN GLOBAL EQUITY FMV 1,936,121 1,936,121
ETPS - COST FMV 2,096,550 2,096,550

TY 2023 OtherExpensesSchedule
Name:
THE VIRGINIA WELLINGTON CABOT FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6728351
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MASS FILING FEE 250 0   250
MEMBERSHIP DUES 4,099 0   4,099
K-1 CHARITIABLE CONTRIBUTIONS 0 0   23
MEALS AND ENTERTAINMENT 1,751 0   1,751
TRAVEL, CONFERENCE AND MEETING 9,787 0   9,787
INTERNET EXPENSE 44 0   44
PASS-THRU PORTFOLIO DEDUCTIONS 0 532,146   0
K-1 COST DEPLETION 0 12,028   0
INSURANCE EXPENSE 4,309 0   4,309
MISCELLANEOUS EXPENSES 143 0   143
ADMIN FEE - TIDES FOUNDATION 2,777 0   2,777


TY 2023 OtherIncomeSchedule2
Name:
THE VIRGINIA WELLINGTON CABOT FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6728351
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASSTHROUGH ORDINARY GAIN   2,555,031  
PASSTHROUGH ROYALTY INCOME   77,267  
PASSTHROUGH OTHER INCOME   -129  
FEDERAL & STATE TAX REFUND 18,372   18,372


TY 2023 OtherIncreasesSchedule
Name:
THE VIRGINIA WELLINGTON CABOT FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6728351
Description Amount
NET CHANGE IN UNREALIZED GAINS/(LOSSES) 2,623,999


TY 2023 OtherProfessionalFeesSchedule
Name:
THE VIRGINIA WELLINGTON CABOT FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6728351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHARITABLE ADMINISTRATION CABOT-WELLINGTON 378,000 0   378,000
INVESTMENT MANAGEMENT FEES CAB 284,884 284,884   0
GRANT MANAGEMENT 14,374 0   14,374
WEBSITE DEVELOPMENT & MAINTENANCE 487 0   487
INFLUENCE LLC 2,790 0   2,790
BRECKINRIDGE CAPITAL ADVISORS 3,045 3,045   0


TY 2023 TaxesSchedule
Name:
THE VIRGINIA WELLINGTON CABOT FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6728351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX EXPENSE 40,000 0   0
FEDERAL UBI EXPENSE 26,000 0   0
FOREIGN TAX - FIDELITY 0 2,529   0
FOREIGN TAX - PASS-THRU 0 18,079   0
STATE INCOME TAX WITHHELD 3,670 556   0
STATE UBI EXPENSE 1,000 0   0