2024-11-14T15:57:31-06:00 2023-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2023-01-01 046728351 THE VIRGINIA WELLINGTON CABOT FOUNDATION C/O GMA FOUNDATIONS VIRG 6177502741 TWO LIBERTY SQUARE BOSTON MA 02109 JOAN WHELTON SECRETARY 6177502741 2024-11-14 1 0 HARRY A KALAJIAN JR CPA P00464296 6174399700 2024-11-14 2023 2024-10-15 13:58:12Z X X 43142424 X X 51105 275144 352743 711853 1657474 5484574 581135 18372 2632169 2079694 4200301 0 0 0 300 0 300 20205 0 20205 683580 287929 395651 70670 21164 0 23160 544174 23183 797915 853267 439339 1880110 1880110 2678025 853267 2319449 -598331 3347034 52074 196616 196616 1517687 799324 799324 13141431 11708604 11708604 26405564 30437880 30437880 41116756 43142424 43142424 0 0 X 41116756 43142424 41116756 43142424 41116756 43142424 41116756 -598331 2623999 43142424 0 43142424 CW PRIVATE EQUITY FUND 2007 (QBSB EXCLUSION) P 7740 -7740 -7740 CW VENTURE FUND IV (QBSB EXCLUSION) P 12773 -12773 -12773 CW PRIVATE EQUITY FUND 2011 (QBSB EXCLUSION) P 12643 -12643 -12643 FIDELITY ACCOUNT 7062 ST INVESTMENTS P 13132 13779 -647 -647 FIDELITY ACCOUNT 7062 LT INVESTMENTS P 335193 351141 -15948 -15948 FIDELTIY ACCOUTN 2839 LT INVESTMENTS P 4758931 4462684 296247 296247 PASSTHRU - ST GAINS/LOSSES P 39092 -39092 -39092 PASSTHRU - LT GAINS/LOSSES P 274852 274852 274852 PASSTHRU - SEC. 1256 CONTRACTS AND STRADDLES P 3587 -3587 -3587 CW REAL ESTATE FUND III - FINAL K-1 G/L P 6154 6154 6154 CAPITAL GAINS DIVIDENDS P 96312 96312 96312 581135 46524 0 46524 0 46524 83996 0 15000 0 98996 X 0 52472 52472 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 CABOTWELLINGTON.COM JOAN WHELTON SECRETARY 6177502741 TWO LIBERTY SQUARE BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALBERT MAXIMILIAN CABOT ALLETZHAUSE TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 DANIEL DOMONEY TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 MAYA CABOT TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 TAMSIN MYERS TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 GULREZ ARSHAD TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 AIDAN FITZGERALD TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 FIONA SCANLON-BLACK TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 ALEXANDER BLACK TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 PERE SELLES TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 HEATHER CABOT TWO LIBERTY SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 PETER MYERS TWO LIBERTY SQUARE BOSTON MA 02109 CHAIRPERSON OF THE BOARD 1.00 0 0 0 JOAN WHELTON TWO LIBERTY SQUARE BOSTON MA 02109 SECRETARY 1.00 0 0 0 NONE 0 CABOT-WELLINGTON LLC 22 BATTERYMARCH ST BOSTON MA 02109 INV. MGMT & ADMIN SERVICES 662884 0 0 13708537 1025771 28341331 43075639 0 0 43075639 646135 42429504 2121475 2121475 46524 2276 48800 2072675 0 2072675 0 2072675 2319449 0 2319449 2072675 807130 0 0 2319449 807130 0 0 1512319 0 0 0 0 0 0 0 0 560356 0 0 0 JOAN WHELTON 2 LIBERTY SQ STE 500 BOSTON MA 02109 6174768782 JWHELTON@GMAFOUNDATIONS.COM REFER TO WEBSITE HTTPS://CABOTWELLINGTON.COM/PHILANTHROPY/VIRGINIA-WELLINGTON-CABOT-FOUNDATIO N/ APPLICATION DEADLINES ARE FEBRUARY 23 AND AUGUST 10. 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. 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