Virginia Wellington Cabot Fndtn Tr Ua 121692 Thomas D Cabot Donor, Cabot Louis Robe Edmu & L Black Tte 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
| Virginia Wellington Cabot Fndtn Tr Ua 121692 Thomas D Cabot Donor, Cabot Louis Robe Edmu & L Black Tte | |
| Employer Identification Number (EIN) | 046728351 |
| Name of Organization | Virginia Wellington Cabot Fndtn Tr Ua 121692 Thomas D Cabot Donor |
| Secondary Name | Cabot Louis Robe Edmu & L Black Tte |
| In Care of Name | Cabot-Wellington Llc |
| Address | 70 Federal St Ste 7, Boston, MA 02110-1906 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1993 |
| 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $37,118,052 |
| Amount of Income | $3,477,213 |
| Form 990 Revenue Amount | $-53,089 |
Non-representatives - add comments:
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 | $-384,646 | $988,686 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $32 | |||
| Dividends and interest from securities | $182,060 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $21,294 | |||
| Total expenses and disbursements | $1,605,221 | $563,236 | $0 | $1,465,142 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $541,420 | $563,236 | $401,341 | |
| Contributions, gifts, grants paid | $1,063,801 | |||
| Excess of revenue over expenses and disbursements | $-1,989,867 | |||
| Net investment income | $425,450 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $34,165,591 | $34,165,591 |
| Cash - non-interest-bearing | $51,998 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $6,108,994 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $27,534,395 | |
| Other | $470,204 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $34,165,591 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-588,032 |
| 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 | $8,509 |
| Total credits and payments | $147,500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $92,500 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $55,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $138,991 |
| Amount to be credited to 2013 estimated tax | $50,000 |
| 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? | Yes |
| 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 | $33,588,500 |
| Net value of noncharitable-use assets | $33,084,680 |
| Minimum investment return | $1,654,234 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,645,725 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,645,725 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $554,481 |
| 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 | Village Cemetery Corp-No Rth Easton | C/O Murphy Co 285 Washington Street, North Easton, MA 02356 | MA | 1946-09 | $45,640 |
| 2 | Village Fitness Inc | 313 Highland Ave, Somerville, MA 02144-3230 | MA | 2009-07 | $75,808 |
| 3 | Village Theatree Project | 50 Daniels Road, Marlborough, MA 01752 | MA | 2005-05 | $18,996 |
| 4 | Vineyard Energy Project Inc | PO BOX 1077, West Tisbury, MA 02575-1077 | MA | 2003-08 | $30,593 |
| 5 | Vineyard Haven Yacht Club | 45 Owen Little Way, Vineyard Haven, MA 02568 | MA | 1991-10 | $1,091,416 |
| 6 | Vineyard House Inc | PO BOX 4599, Vineyard Hvn, MA 02568-0937 | MA | 1997-06 | $729,229 |
| 7 | Vineyard Nursing Association Incorporated | PO BOX 399, Vineyard Hvn, MA 02568-0399 | MA | 1987-08 | $5,494,900 |
| 8 | Vineyard Playhouse Co Inc | PO BOX 2452, Vineyard Hvn, MA 02568-0920 | MA | 1984-04 | $877,797 |
| 9 | Vingo Trust Iii, Hale & Dorr | Lwc 230 Congress Street 12fl, Boston, MA 02110 | MA | 1991-08 | $1,986,654 |
| 10 | Vinson-Owen Parents Association | 75 Johnson Road, Winchester, MA 01890 | MA | 2006-04 | $0 |
| 11 | Virginia Wellington Cabot Fndtn Tr Ua 121692 Thomas D Cabot Donor, Cabot Louis Robe Edmu & L Black Tte | 70 Federal St Ste 7, Boston, MA 02110-1906 | MA | 1993-07 | $3,477,213 |
| 12 | Visiting Nurse Association And Hospice Of Western New England, Baystate Visiting Nurse Ass & Hospi | 50 Maple St, Springfield, MA 01103-1979 | MA | 1954-06 | $22,709,471 |
| 13 | Circle Home Inc | 336 Central St, Lowell, MA 01852-2609 | MA | 1939-12 | $12,673,110 |
| 14 | Vna Care Advantage Inc | 120 Thomas St, Worcester, MA 01608-1223 | MA | 1988-08 | $575,436 |
| 15 | Vna Care Hospice Inc | 120 Thomas St, Worcester, MA 01608-1223 | MA | 1995-08 | $14,752,631 |
| 16 | Vna Foundation Of Greater Lowell Inc | 336 Central St, Lowell, MA 01852-2609 | MA | 1989-04 | $254,197 |
| 17 | Vna Hospice Care Inc | 500 Rutherford Ave, Boston, MA 02129-1647 | MA | 1982-08 | $11,618,830 |
| 18 | Voices Rising | PO BOX 300476, Jamaica Plain, MA 02130-0033 | MA | 2004-12 | $51,166 |
| 19 | Vokes Players Inc | PO BOX 283, Wayland, MA 01778-0283 | MA | 1953-08 | $95,588 |
| 20 | Volunteer Firefighters Education & Training Foundation Inc | PO BOX 550, Sherborn, MA 01770-0550 | MA | 2003-04 | $162,530 |
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