Cabot Family Charitable Tr in Boston, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| Cabot Family Charitable Tr | |
| Employer Identification Number (EIN) | 046036446 |
| Name of Organization | Cabot Family Charitable Tr |
| In Care of Name | Cabot Wellington |
| Address | 70 Federal St, Boston, MA 02110-1906 |
| Activities | School, college, trade school, etc., Gifts, grants, or loans to other organizations, Hospital |
| Subsection | Charitable Organization |
| Ruling Date | 04/1944 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $44,176,821 |
| Amount of Income | $9,940,306 |
| Form 990 Revenue Amount | $1,237,255 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $589,355 | $1,024,020 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $898,148 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $8,367 | |||
| Total expenses and disbursements | $1,960,416 | $165,461 | $0 | $1,804,080 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $460,416 | $165,461 | $304,080 | |
| Contributions, gifts, grants paid | $1,500,000 | |||
| Excess of revenue over expenses and disbursements | $-1,371,061 | |||
| Net investment income | $858,559 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $39,034,671 | $39,034,671 |
| Cash - non-interest-bearing | $664 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $38,643,307 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $390,700 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $39,034,671 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-317,160 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $8,586 |
| Total credits and payments | $40,500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $40,500 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $31,914 |
| Amount to be credited to 2013 estimated tax | $31,914 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $38,409,029 |
| Net value of noncharitable-use assets | $37,832,900 |
| Minimum investment return | $1,891,645 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,883,059 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,883,059 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $698,062 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | C R A S H-B Sprints Inc | 60 State Street, Boston, MA 02109-1800 | MA | 1987-08 | $95,493 |
| 2 | C W Mars Inc | 67 Millbrook Street, Worcester, MA 01606-2835 | MA | 1984-03 | $3,583,833 |
| 3 | C-Town Spirit And Entrepreneurship Education Foundation Inc | 8 Anderson Lane, Newburyport, MA 01950 | MA | 2007-08 | $0 |
| 4 | C2 Mission | 1138 Ames Hill Dr, Tewksbury, MA 01876-1175 | MA | 2007-01 | $7,764 |
| 5 | Cab International Inc | 38 Chauncy St Ste 1002, Boston, MA 02111-2318 | MA | 2001-10 | $1 |
| 6 | Cabbadetus Foundation, Martha S Robes Ttee | PO BOX 961209, Boston, MA 02196-1209 | MA | 2008-01 | $3,050,303 |
| 7 | Cable & Telecommunications Association For Marketing, Ctam Of New England Inc | 42 Third Avenue, Burlington, MA 01803 | MA | 1993-06 | $33,134 |
| 8 | Cabot After School Inc | 229 Cabot St, Newtonville, MA 02460-2018 | MA | 1988-08 | $781,285 |
| 9 | Cabot Boston Credit Union | Two Seaport Ln, Boston, MA 02210-2001 | MA | 1944-08 | $247,269 |
| 10 | Cabot Corporation Foundation Inc | 2 Seaport Ln Ste 1300, Boston, MA 02210-2058 | MA | 1954-12 | $150,024 |
| 11 | Cabot Family Charitable Tr | 70 Federal St, Boston, MA 02110-1906 | MA | 1944-04 | $9,940,306 |
| 12 | Cabot Parent Teacher Organization | 229 Cabot St, Newton, MA 02460-2018 | MA | 1998-01 | $150,468 |
| 13 | Cadmus Life Sharing Association Inc | 20 Stockbridge Rd Ste 8, Gt Barrington, MA 01230-1771 | MA | 2001-05 | $110,680 |
| 14 | Cahn Fund For Social Change Inc 802 74c21 | 634 Walden St, Concord, MA 01742-3619 | MA | 2002-06 | $1,024,759 |
| 15 | Cail Family Foundation | 99 Florence St Bldg N 60 Apt 3c, Chestnut Hill, MA 02467-1935 | MA | 2008-01 | $811,891 |
| 16 | Cairdes Inc | 30 Monisa Kay Dr, Plymouth, MA 02360-1466 | MA | 2002-06 | $33,325 |
| 17 | Caithness Foundation Inc | 67 Little Island Rd, Falmouth, MA 02540 | MA | 2009-12 | $1,699,588 |
| 18 | Caitlin Corbett Dance Company Inc | 12 Haskell St, Cambridge, MA 02140-1835 | MA | 2003-11 | $9,049 |
| 19 | Calderwood Charitable Foundation | PO BOX 961019, Boston, MA 02196-1019 | MA | 1968-04 | $10,034,686 |
| 20 | Caldwell Foundation, Stewart Robert G Et Al Ttee | 3 Heritage Way, Gloucester, MA 01930-2267 | MA | 2000-01 | $30,595 |
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