Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-6036446

CABOT FAMILY CHARITABLE TR

Tax-exempt · BOSTON, MA 02109

Financials

$1.5M$2.6M2023$2.7M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of CABOT FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,655,030$2,862,815-$207,785$55,761,187$0$55,761,187
December 31, 2023990-PF$1,465,395$2,587,998-$1,122,603$52,539,263$0$52,539,263
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,061,726
Interest
$251,810
Net gain from sales of assets
$1,233,931
Other income
$107,563

Expenses

Grants and similar amounts paid
$2,205,000
Compensation of officers, directors and key employees
$130,690
Disbursements for charitable purposes
$2,598,864
Excise tax on investment income
$33,541

Balance sheet and other

Total assets, start of year
$52,539,263
Total assets, end of year
$55,761,187
Total liabilities, end of year
$0
Net assets, end of year
$55,761,187
Fair market value of assets
$55,761,187
Qualifying distributions
$2,598,864
Net investment income
$2,708,830

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ELIZABETH LYNCH
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
EXECUTIVE DIRECTOR26.5$130,690$17,648
LAURA CABOT CARRIGAN
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0$0
HENDRIKA T SLUDER
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0$0
MARY SCHNEIDER ENRIQUEZ
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0$0
FRANCIS M BRADLEY ENDED 11262024
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0$0
DR GREENFIELD SLUDER
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0$0
SHOMA ADITYA
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0$0
JOHN R CABOT AS OF 112024
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
ELIZABETH LYNCH
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
EXECUTIVE DIRECTOR24$49,324
LAURA CABOT CARRIGAN
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0
HENDRIKA T SLUDER
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0
MARY SCHNEIDER ENRIQUEZ
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0
FRANCIS M BRADLEY
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0
DR GREENFIELD SLUDER
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0
SHOMA ADITYA
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109
TRUSTEE1$0

Address and contacts

Address (IRS master file)
22 BATTERYMARCH ST LBBY 2, BOSTON, MA 02109-4854
In care of
% CABOT WELLINGTON
Signed the 990-PF
ELIZABETH LYNCH, EXECUTIVE DIRECTOR
Phone
(617) 451-1744
Return prepared by
WOLF & COMPANY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6036446
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1944
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$55,761,187
Income (IRS master file)
$16,032,378

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,655,030$2,862,815$55,761,187XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,465,395$2,587,998$52,539,263XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6036446).

Questions about CABOT FAMILY CHARITABLE TR

What is the EIN of CABOT FAMILY CHARITABLE TR?
The employer identification number (EIN) of CABOT FAMILY CHARITABLE TR is 04-6036446.
Is CABOT FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
Are donations to CABOT FAMILY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CABOT FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of CABOT FAMILY CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CABOT FAMILY CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CABOT FAMILY CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $130,690 (ELIZABETH LYNCH, EXECUTIVE DIRECTOR).
How much revenue does CABOT FAMILY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,655,030, expenses of $2,862,815 and total assets of $55,761,187 at year end.

Other nonprofits in BOSTON

All nonprofits in BOSTON · Massachusetts