Nonprofit · EIN 04-6728351
VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR
Also known as CABOT LOUIS ROBE EDMU & L BLACK TTE
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $863,422 | $2,816,427 | -$1,953,005 | $44,937,726 | $0 | $44,937,726 |
| December 31, 2023 | 990-PF | $2,079,694 | $2,678,025 | -$598,331 | $43,142,424 | $0 | $43,142,424 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $318,621
- Interest
- $65,052
- Net gain from sales of assets
- $474,811
- Other income
- $4,938
Expenses
- Grants and similar amounts paid
- $2,063,223
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,460,370
- Excise tax on investment income
- $51,849
Balance sheet and other
- Total assets, start of year
- $43,142,424
- Total assets, end of year
- $44,937,726
- Total liabilities, end of year
- $0
- Net assets, end of year
- $44,937,726
- Fair market value of assets
- $44,937,726
- Qualifying distributions
- $2,460,370
- Net investment income
- $4,705,481
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT MAXIMILIAN CABOT ALLETZHAUSE TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| DANIEL DOMONEY TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| MAYA CABOT TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| TAMSIN MYERS TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| GULREZ ARSHAD TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| AIDAN FITZGERALD ENDED 52024 TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| FIONA SCANLON-BLACK TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| ALEXANDER BLACK TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| PERE SELLES TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| HEATHER CABOT TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| PETER MYERS TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | CHAIRPERSON OF THE BOARD | 1 | $0 |
| JOAN WHELTON TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | SECRETARY | 1 | $0 |
| SOPHIE DICKSON AS OF 62024 TWO LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT MAXIMILIAN CABOT ALLETZHAUSE TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| DANIEL DOMONEY TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| MAYA CABOT TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| TAMSIN MYERS TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| GULREZ ARSHAD TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| AIDAN FITZGERALD TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| FIONA SCANLON-BLACK TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| ALEXANDER BLACK TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| PERE SELLES TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| HEATHER CABOT TWO LIBERTY SQUARE, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| PETER MYERS TWO LIBERTY SQUARE, BOSTON, MA 02109 | CHAIRPERSON OF THE BOARD | 1 | $0 |
| JOAN WHELTON TWO LIBERTY SQUARE, BOSTON, MA 02109 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2 LIBERTY SQ STE 500, BOSTON, MA 02109-4884
- In care of
- % CABOT-WELLINGTON LLC
- Signed the 990-PF
- HEIDI HEINLEIN, EXECUTIVE DIRECTOR
- Phone
- (617) 750-2741
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6728351
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $44,937,726
- Income (IRS master file)
- $5,966,841
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $863,422 | $2,816,427 | $44,937,726 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,079,694 | $2,678,025 | $43,142,424 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 04-6728351).
Questions about VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR
- What is the EIN of VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR?
- The employer identification number (EIN) of VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR is 04-6728351.
- Is VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR 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 VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR 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 VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does VIRGINIA WELLINGTON CABOT FNDTN TR UA 121692 THOMAS D CABOT DONOR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $863,422, expenses of $2,816,427 and total assets of $44,937,726 at year end.
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