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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 SUITE 500
  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$44,937,726J 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 65,052 71,919  
4 Dividends and interest from securities... 318,621 912,674  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 474,811
b Gross sales price for all assets on line 6a 5,578,230
7 Capital gain net income (from Part IV, line 2)... 1,112,856
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
4,938 2,608,032  
12 Total. Add lines 1 through 11........ 863,422 4,705,481  
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)......... Click to see attachment
List of Attached Documents:
// Content
840 0   840
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,980 0   18,980
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
662,525 306,083   356,442
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
50,000 22,367   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,649 0   5,649
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,210 646,884   15,236
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 753,204 975,334   397,147
25 Contributions, gifts, grants paid....... 2,063,223 2,063,223
26 Total expenses and disbursements. Add lines 24 and 25 2,816,427 975,334   2,460,370
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,953,005
b Net investment income (if negative, enter -0-) 3,730,147
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 196,616 133,592 133,592
2 Savings and temporary cash investments......... 799,324 660,142 660,142
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)....... 11,708,604 Click to see attachment
List of Attached Documents:
// Content
11,793,553 		11,793,553
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).......... 30,437,880 Click to see attachment
List of Attached Documents:
// Content
32,350,439 		32,350,439
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) 43,142,424 44,937,726 44,937,726
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........... 43,142,424 44,937,726
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)..... 43,142,424 44,937,726
30 Total liabilities and net assets/fund balances (see instructions). 43,142,424 44,937,726
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
43,142,424
2
Enter amount from Part I, line 27a .....................
2
-1,953,005
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,748,307
4
Add lines 1, 2, and 3 ..........................
4
44,937,726
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
44,937,726
Form 990-PF (2024)
Form 990-PF (2024)
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 COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS (QBSB EXCLUSION) P    
b CW VENTURE FUND IV (QBSB EXCLUSION) P    
c CW PRIVATE EQUITY FUND 2007 (QBSB EXCLUSION) P    
d FIDELITY ACCOUNT 7062 ST INVESTMENTS P    
e FIDELITY ACCOUNT 7062 LT INVESTMENTS P    
FIDELTIY ACCOUTN 2839 ST 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    
PASSTHRU - QBSB GAIN P    
CW HEDGE FUND FEEDER I P    
CW HEDGE FUND FEEDER II 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     1,039 -1,039
b     8,787 -8,787
c     6,077 -6,077
d 14,564   14,103 461
e 464,925   466,466 -1,541
2,575,450   2,389,000 186,450
1,699,241   1,563,962 135,279
236,431     236,431
424,003     424,003
    4,979 -4,979
9,454     9,454
    6,044 -6,044
    4,917 -4,917
154,162     154,162
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,039
b       -8,787
c       -6,077
d       461
e       -1,541
      186,450
      135,279
      236,431
      424,003
      -4,979
      9,454
      -6,044
      -4,917
      154,162
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 1,112,856
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 51,849
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 51,849
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 51,849
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 87,472
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 97,472
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 45,623
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow45,623 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowHTTPS://APPLY.VWCFOUNDATION.ORG/
14
The books are in care ofright arrowGMA FOUNDATIONS Telephone no.right arrow (617) 391-3073

Located atright arrowTWO LIBERTY SQUARE SUITE 500BOSTONMA 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 SUITE 500
BOSTON,MA02109
DANIEL DOMONEY TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
MAYA CABOT TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
TAMSIN MYERS TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
GULREZ ARSHAD TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
AIDAN FITZGERALD ENDED 52024 TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
FIONA SCANLON-BLACK TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
ALEXANDER BLACK TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
PERE SELLES TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
HEATHER CABOT TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
PETER MYERS CHAIRPERSON OF THE BOARD
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
JOAN WHELTON SECRETARY
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
BOSTON,MA02109
SOPHIE DICKSON AS OF 62024 TRUSTEE
1.00 		0 0 0
TWO LIBERTY SQUARE SUITE 500
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 (2024)
Form 990-PF (2024)
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
GMA FOUNDATIONS INC GRANTMAKING, GOVERNNANCE & ADMIN 338,115
2 LIBERTY SQUARE SUITE 500
BOSTON,MA02109
CABOT-WELLINGTON LLC INV. MGMT & ADMIN SERVICES 302,333
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 (2024)
Form 990-PF (2024)
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
13,866,862
b
Average of monthly cash balances.......................
1b
1,251,045
c
Fair market value of all other assets (see instructions)................
1c
31,859,790
d
Total (add lines 1a, b, and c).........................
1d
46,977,697
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
46,977,697
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
704,665
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
46,273,032
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,313,652
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
2,313,652
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
51,849
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
51,849
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,261,803
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,261,803
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
2,261,803
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
2,460,370
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
2,460,370
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,261,803
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 560,356
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,460,370
a Applied to 2023, but not more than line 2a 560,356
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 2024 distributable amount..... 1,900,014
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		361,789
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HEIDI HEINLEIN
2 LIBERTY SQ STE 500
BOSTON,MA02109
(617) 391-3073
HHEINLEIN@GMAFOUNDATIONS.COM
bThe form in which applications should be submitted and information and materials they should include:
REFER TO WEBSITE HTTPS://APPLY.VWCFOUNDATION.ORG/
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A CHILDS NOTEBOOK

3518 FREMONT AVE N 377
SEATTLE,WA981038814 		NOT RELATED PC EXEMPT PURPOSE 10,000

ANERA

1111 14TH ST
NORTHWEST WASHINGTON,DC20005 		NOT RELATED PC EXEMPT PURPOSE 17,000

AYUDA

1990 K STREET
NORTHWEST WASHINGTON,DC20006 		NOT RELATED PC EXEMPT PURPOSE 15,523

BLACK THUMB FARM

18820 TULSA ST
NORTHRIDGE,CA91326 		NOT RELATED PC EXEMPT PURPOSE 15,000

BORDERLANDS RESTORATION NETWORK

PO BOX 121
PATAGONIA,AZ85624 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOSTON LYRIC OPERA

15 CHANNEL CENTER ST 106
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSE 25,000

BOYS AND GIRLS CLUB OF BOSTON

200 HIGH ST SUITE 3B
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSE 17,000

BROOKWOOD SCHOOL

ONE BROOKWOOD ROAD
MANCHESTER,MA01944 		NOT RELATED PC EXEMPT PURPOSE 1,000

CALIFORNIANS AGAINST WASTE FOUNDATION

921 11TH STREET SUITE 502
SACRAMENTO,CA95845 		NOT RELATED PC EXEMPT PURPOSE 10,000

CAMP ONDESSONK

3760 ONDESSONK ROAD
OZARK,IL62972 		NOT RELATED PC EXEMPT PURPOSE 10,000

CAPE COD ACADEMY

50 OSTERVILLE - W BARNSTABLE ROAD
BARNSTABLE,MA02655 		NOT RELATED PC EXEMPT PURPOSE 5,000

CAPE COD LIGHTHOUSE CHARTER SCHOOL

195 ROUTE 137
HARWICH,MA02645 		NOT RELATED PC EXEMPT PURPOSE 2,500

CATIE'S CLOSET

28 LOON HILL RD
DRACUT,MA01826 		NOT RELATED PC EXEMPT PURPOSE 25,000

CATO INSTITUTE

1000 MASSACHUSETTS AVE
WASHINGTON,DC20001 		NOT RELATED PC EXEMPT PURPOSE 400

CENTER FOR NORTHERN WOODLANDS EDUCATION

PO BOX 270
LYME,NH03768 		NOT RELATED PC EXEMPT PURPOSE 20,000

CHAPEL HILL-CHAUNCY HALL SCHOOL

785 BEAVER ST
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 21,000

CHARLOTTESVILLE BALLET

1885 SEMINOLE TRAIL SUITE 203
CHARLOTTESVILLE,VA22901 		NOT RELATED PC EXEMPT PURPOSE 35,000

CHEWONKI FOUNDATION INC

485 CHEWONKI NECK ROAD
WISCASSET,ME04578 		NOT RELATED PC EXEMPT PURPOSE 20,000

CHORUS NORTH SHORE

PO BOX 281
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 7,500

COLBY-SAWYER COLLEGE

541 MAIN ST
NEW LONDON,NH03257 		NOT RELATED PC EXEMPT PURPOSE 3,000

COLLATERAL REPAIR PROJECT

PO BOX 23146
BROOKLYN,NY11202 		NOT RELATED PC EXEMPT PURPOSE 28,085

DHARAMSALA ANIMAL RESCUE

1624 NORTH COAST HWY 101 5
ENCINITAS,CA92024 		NOT RELATED PC EXEMPT PURPOSE 15,000

ELEVATED ACCESS INC

1717 WEST KIRBY AVENUE 201
CHAMPAIGN,IL61821 		NOT RELATED PC EXEMPT PURPOSE 10,000

FAIR FOOD STANDARDS COUNCIL INC

330 S PINEAPPLE AVE STE 201
SARASOTA,FL34236 		NOT RELATED PC EXEMPT PURPOSE 13,600

FAMILY NURTURING CENTER OF MASSACHUSETTS

MASSACHUSETTS 200 BOWDOIN ST
BOSTON,MA02122 		NOT RELATED PC EXEMPT PURPOSE 35,000

FLORIDA ATLANTIC UNIVERSITY FOUNDATION

777 GLADES ROAD ADM 247
BOCA RATON,FL334316424 		NOT RELATED PC EXEMPT PURPOSE 22,400

FRIENDS OF THE CONWAY PUBLIC LIBRARY

15 GREENWOOD AVE
CONWAY,NH03818 		NOT RELATED PC EXEMPT PURPOSE 20,000

GOOSEFOOT COMMUNITY FUND

PO BOX 114
LANGLEY,WA98260 		NOT RELATED PC EXEMPT PURPOSE 22,000

GREENWICH ACADEMY INC

200 NORTH MAPLE AVENUE
GREENWICH,CT06830 		NOT RELATED PC EXEMPT PURPOSE 55,564

HANLEY CENTER FOUNDATION

933 45TH STREET
WEST PALM BEACH,FL33407 		NOT RELATED PC EXEMPT PURPOSE 50,000

HAWTHORNE VALLEY ASSOCIATION

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

HEALING ABUSE WORKING FOR CHANGE

27 CONGRESS ST SUITE 204
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 5,000

HEALTHY PENINSULA

26 HINCKLEY RIDGE RD
BLUE HILL,ME04614 		NOT RELATED PC EXEMPT PURPOSE 30,000

HESPERIAN HEALTH GUIDES

2860 TELEGRAPH AVE
OAKLAND,CA94609 		NOT RELATED PC EXEMPT PURPOSE 20,000

HHT FOUNDATION INTERNATIONAL

DBA CURE HHT PO BOX 329
MONKTON,MD21111 		NOT RELATED PC EXEMPT PURPOSE 15,000

HOME SWEET HOME

10 SUNNEN DRIVE
MAPLEWOOD,MO63143 		NOT RELATED PC EXEMPT PURPOSE 20,000

HUDSON VALLEY HONOR FLIGHT

PO BOX 375
WALDEN,NY12586 		NOT RELATED PC EXEMPT PURPOSE 10,000

HURRICANE ISLAND FOUNDATION

PO BOX 1280
ROCKLAND,ME04841 		NOT RELATED PC EXEMPT PURPOSE 65,900

HURRICANE ISLAND OUTWARD BOUND SCHOOL

PO BOX 800
CAMDEN,ME04843 		NOT RELATED PC EXEMPT PURPOSE 40,000

INTERNATIONAL CENTER FOR JOURNALISTS

750 17TH STREET NW SUITE 300
WASHINGTON,DC20006 		NOT RELATED PC EXEMPT PURPOSE 20,000

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN56007 		NOT RELATED PC EXEMPT PURPOSE 2,000

INTERNATIONAL SCHOOL OF CHARLOTTESVILLE

1011 LINDEN AVE
CHARLOTTESVILLE,VA22902 		NOT RELATED PC EXEMPT PURPOSE 1,000

INTERVALE CENTER

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

ISLAND INSTITUTE

386 MAIN STREET
ROCKLAND,ME04841 		NOT RELATED PC EXEMPT PURPOSE 17,000

ISLAND ROOTS HOUSING

PO BOX 114
LANGLEY,WA98260 		NOT RELATED PC EXEMPT PURPOSE 25,000

JOBS FOR THE FUTURE INC

50 MILK STREET 17TH FLOOR
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 10,000

LA COMPOST

221 W AVE 45
LOS ANGELES,CA90065 		NOT RELATED PC EXEMPT PURPOSE 35,000

LUDWIG VON MISES INSTITUTE

518 W MAGNOLIA AVE
AUBURN,AL36832 		NOT RELATED PC EXEMPT PURPOSE 400

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		NOT RELATED PC EXEMPT PURPOSE 25,000

MANY HOPES

255 WEST 93RD ST 1N
NEW YORK,NY10025 		NOT RELATED PC EXEMPT PURPOSE 15,000

MASSACHUSETTS ADOPTION RESOURCE EXCHANGE

19 NEEDHAM STREET
NEWTON,MA02461 		NOT RELATED PC EXEMPT PURPOSE 10,000

MASSACHUSETTS GENERAL HOSPITAL

55 FRUIT ST
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 30,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 30,000

MIDWEST INNOCENCE PROJECT

300 EAST 39TH ST
KANSAS CITY,MO64111 		NOT RELATED PC EXEMPT PURPOSE 25,000

MOTHERS AGAINST DRUNK DRIVING

511 E JOHN CARPENTER FWY SUITE 200
IRVING,TX75062 		NOT RELATED PC EXEMPT PURPOSE 10,000

MOVIES MAKING A DIFFERENCE PRODUCTIONS

919 35TH STREET
WEST PALM BEACH,FL33407 		NOT RELATED PC EXEMPT PURPOSE 6,000

MULTIFAITH ALLIANCE

6 EAST 43RD STREET FL 22
NEW YORK,NY10017 		NOT RELATED PC EXEMPT PURPOSE 45,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH STREET NW
WASHINGTON,DC20001 		NOT RELATED PC EXEMPT PURPOSE 40,000

NATIONAL AUDUBON SOCIETY

225 VARICK ST 7TH FLOOR
NEW YORK,NY10014 		NOT RELATED PC EXEMPT PURPOSE 25,000

NATIVE AMERICAN RIGHTS FUND

250 ARAPAHOE AVE
BOULDER,CO80302 		NOT RELATED PC EXEMPT PURPOSE 5,000

NEW HAVEN PRESERVATION TRUST

922 STATE ST
NEW HAVEN,CT06511 		NOT RELATED PC EXEMPT PURPOSE 600

NEW MEXICO WILDERNESS ALLIANCE

6000 UPTOWN BOULEVARD NORTHEAST STE
350
ALBUQUERQUE,NM87110 		NOT RELATED PC EXEMPT PURPOSE 20,000

OMEGA INSTITUTE FOR HOLISTIC STUDIES

150 LAKE DRIVE
RHINEBECK,NY12572 		NOT RELATED PC EXEMPT PURPOSE 5,000

OREGON ENVIRONMENTAL COUNCIL

PO BOX 14822
PORTLAND,OR97293 		NOT RELATED PC EXEMPT PURPOSE 35,000

OXBOW SCHOOL

530 THIRD STREET
NAPA,CA94559 		NOT RELATED PC EXEMPT PURPOSE 1,000

PARTNERS FOR JUSTICE

244 5TH AVENUE SUITE R277
NEW YORK,NY10001 		NOT RELATED PC EXEMPT PURPOSE 10,000

PATAGONIA AREA RESOURCE ALLIANCE

PO BOX 1044
PATAGONIA,AZ85624 		NOT RELATED PC EXEMPT PURPOSE 16,000

PATAGONIA CREATIVE ARTS ASSOCIATION

PO BOX 1248
PATAGONIA,AZ85624 		NOT RELATED PC EXEMPT PURPOSE 1,000

PATAGONIA REGIONAL TIMES

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

PATAGONIA YOUTH ENRICHMENT CENTER

PO BOX 843
PATAGONIA,AZ85624 		NOT RELATED PC EXEMPT PURPOSE 1,000

PINGREE SCHOOL

537 HIGHLAND ST
SOUTH HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 1,000

PIPERS ANGELS FOUNDATION

11438 US HIGHWAY 1
PALM BEACH GARDENS,FL33408 		NOT RELATED PC EXEMPT PURPOSE 10,000

PRISON BOOK PROGRAM

1306 HANCOCK STREET SUITE 100
QUINCY,MA02169 		NOT RELATED PC EXEMPT PURPOSE 40,000

PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY

962 WAYNE AVE SUITE 610
SILVER SPRING,MD20910 		NOT RELATED PC EXEMPT PURPOSE 40,000

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON ST SUITE 107
SEATTLE,WA981091658 		NOT RELATED PC EXEMPT PURPOSE 20,000

RAAM RAJ FOUNDATION

1900 CAPITAL BOULEVARD
FAIRFIELD,IN52556 		NOT RELATED PC EXEMPT PURPOSE 20,000

REACH PREP

484 PACIFIC ST
STAMFORD,CT06902 		NOT RELATED PC EXEMPT PURPOSE 25,000

RESEARCH FOUNDATION OF CUNY

230 WEST 41ST STREET
NEW YORK,NY100367207 		NOT RELATED PC EXEMPT PURPOSE 30,000

RESOURCE

329 HARVEST LANE SUITE 200
WILLISTON,VT05495 		NOT RELATED PC EXEMPT PURPOSE 15,000

REVELS INC

80 MT AUBURN ST
WATERTOWN,MA02472 		NOT RELATED PC EXEMPT PURPOSE 30,000

ROKEBY MUSEUM

4334 ROUTE 7
FERRISBURGH,VT05456 		NOT RELATED PC EXEMPT PURPOSE 1,800

ROSE HAVEN CIC

PO BOX 10405
PORTLAND,OR97296 		NOT RELATED PC EXEMPT PURPOSE 15,000

SAFETY TEAM INC

PO BOX 4015
BURLINGTON,VT054064015 		NOT RELATED PC EXEMPT PURPOSE 59,000

SARAH LAWRENCE COLLEGE

1 MEAD WAY
BRONXVILLE,NY10708 		NOT RELATED PC EXEMPT PURPOSE 2,000

SAVE THE SOUND

127 CHURCH ST 2ND FLOOR
NEW HAVEN,CT06510 		NOT RELATED PC EXEMPT PURPOSE 5,000

SELLWOOD COMMUNITY HOUSE

1436 SE SPOKANE ST
PORTLAND,OR97202 		NOT RELATED PC EXEMPT PURPOSE 5,000

SHELBURNE FARMS

1611 HARBOR RD
SHELBURNE,VT05482 		NOT RELATED PC EXEMPT PURPOSE 10,800

SOCIETY FOR CLASSICAL STUDIES

20 COOPER SQUARE FL 2
NEW YORK,NY10003 		NOT RELATED PC EXEMPT PURPOSE 10,000

SOCIETY OF THE MUSE OF THE SOUTHWEST

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

SPECTRUM YOUTH AND FAMILY SERVICES

31 ELMWOOD AVE
BURLINGTON,VT05401 		NOT RELATED PC EXEMPT PURPOSE 20,000

ST BERNARDS SCHOOL

4 EAST 98TH STREET
NEW YORK,NY10029 		NOT RELATED PC EXEMPT PURPOSE 600

THE FRIENDSHIP BRIDGE

405 URBAN STREET SUITE 140
LAKEWOOD,CO80228 		NOT RELATED PC EXEMPT PURPOSE 20,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NOT RELATED PC EXEMPT PURPOSE 55,000

THOMPSON ISLAND OUTWARD BOUND

PO BOX 127
BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 1,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA900889389 		NOT RELATED PC EXEMPT PURPOSE 133,151

TREEPEOPLE

12601 MULHOLLAND DR
BEVERLY HILLS,CA90210 		NOT RELATED PC EXEMPT PURPOSE 24,000

TUBA CITY HUMANE SOCIETY

11095 RODEO ROAD
FLAGSTAFF,AZ86004 		NOT RELATED PC EXEMPT PURPOSE 50,000

US MEXICO FOUNDATION

1250 H STREET NORTHWEST SUITE 300
WASHINGTON,DC20005 		NOT RELATED PC EXEMPT PURPOSE 40,000

VINFEN CORPORATION

GATEWAY ARTS 60-62 HARVARD ST
BROOKLINE,MA02445 		NOT RELATED PC EXEMPT PURPOSE 70,000

WAYPOINT ADVENTURE

453 CONCORD AVE
LEXINGTON,MA02421 		NOT RELATED PC EXEMPT PURPOSE 27,000

WEST PALM BEACH LIBRARY FOUNDATION

411 CLEMATIS ST 3RD FLOOR
WEST PALM BEACH,FL33401 		NOT RELATED PC EXEMPT PURPOSE 400

WGBH EDUCATIONAL INSTITUTE

ONE GUEST STREET
BOSTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 3,000

WHIDBEY ENVIRONMENTAL ACTION NETWORK

PO BOX 293
LANGLEY,WA98260 		NOT RELATED PC EXEMPT PURPOSE 1,000

WHIDBEY HOMELESS COALITION

PO BOX 453
LANGLEY,WA98260 		NOT RELATED PC EXEMPT PURPOSE 1,000

WHOLE CHILD MONTESSORI CENTER

5909 SOUTHEAST 40TH AVENUE
PORTLAND,OR97245 		NOT RELATED PC EXEMPT PURPOSE 10,000

WILD CARE INC

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

WOODLAWN SCHOOL

135 WOODLAWN SCHOOL LOOP
MOORESVILLE,NC28115 		NOT RELATED PC EXEMPT PURPOSE 10,000

SHELBURNE FIREFIGHTERS ASSOCIATION

PO BOX 911
SHELBURNE,VT054820911 		NOT RELATED PC EXEMPT PURPOSE 1,000
Total .................................right arrow 3a 2,063,223
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 65,052  
4 Dividends and interest from securities ....     14 318,621  
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 ............ 		    18 474,811  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSTATE TAX REFUND 		        4,938
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 858,484 4,938
13Total. Add line 12, columns (b), (d), and (e)..................
13
863,422
(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 STATE TAX REFUND
Form 990-PF (2024)
Form 990-PF (2024)
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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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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. 18,980 0   18,980

TY 2024 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 11,793,553 11,793,553

TY 2024 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 17,515,115 17,515,115
ADAGE CAPITAL PARTNERS, LP FMV 9,840,394 9,840,394
COMMONFUND CAP PRI EQU PTR VII FMV 145,859 145,859
OVERLOOK PARTNERS FUND, L.P. FMV 2,313,731 2,313,731
PARK STREET CAP NAT RES IV, LP FMV 3,514 3,514
PARK STREET CAP NAT RES VI, LP FMV 872,537 872,537
ACADIAN GLOBAL EQUITY FMV 1,168,641 1,168,641
ETPS FMV 490,648 490,648

TY 2024 LegalFeesSchedule
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
COMPANY COUNSEL LLC 840 0   840


TY 2024 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
MEMBERSHIP DUES 3,880 0   3,880
K-1 CHARITABLE CONTRIBUTIONS 0 0   26
MEALS AND ENTERTAINMENT 1,266 0   1,266
PASS-THRU PORTFOLIO DEDUCTIONS 0 631,235   0
K-1 COST DEPLETION 0 15,649   0
INSURANCE EXPENSE 4,309 0   4,309
MISCELLANEOUS EXPENSES 1,512 0   1,512
ADMIN FEE - TIDES FOUNDATION 4,183 0   4,183
BANK FEES 60 0   60


TY 2024 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   2,465,075  
PASSTHROUGH ROYALTY INCOME   91,420  
PASSTHROUGH OTHER INCOME   51,537  
STATE TAX REFUND 4,938   4,938


TY 2024 OtherIncreasesSchedule
Name:
THE VIRGINIA WELLINGTON CABOT FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6728351
Description Amount
NET CHANGE IN UNREALIZED GAINS/(LOSSES) 2,808,445
RETURN OF CAPITAL - PARTNERSHIPS 939,862


TY 2024 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 41,500 0   41,500
INVESTMENT MANAGEMENT FEES CAB 302,333 302,333   0
GRANT MANAGEMENT 296,615 0   296,615
WEBSITE DEVELOPMENT & MAINTENANCE 627 0   627
INFLUENCE LLC 17,700 0   17,700
BRECKINRIDGE CAPITAL ADVISORS 3,750 3,750   0


TY 2024 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 50,000 0   0
FOREIGN TAX - FIDELITY 0 3,408   0
FOREIGN TAX - PASS-THRU 0 12,689   0
STATE INCOME TAX WITHHELD 0 6,270   0