2024-06-11T11:21:07-05:00 2023-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990PF 2023-01-01 042111393 ELLA LYMAN CABOT TRUST INC C/O GMA FOUNDATIONS ELLA 6173913078 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 JEFFREY SWOPE ESQ TREASURER 6172390181 2024-06-11 1 JEFFREY SWOPE ESQ 999009999 0 SANDRA M BROWN CPA P01614103 5088717178 2024-06-11 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3837382 X X 72760 72760 -21517 180000 0 2231 0 53474 72760 0 0 0 5587 0 5587 13795 0 13795 1005 0 1005 72 0 72 687 0 687 21146 0 21146 146316 146316 167462 0 167462 -113988 72760 635611 678786 678786 3242882 3085719 3158596 3878493 3764505 3837382 0 0 X 0 0 0 0 3878493 3764505 3878493 3764505 3878493 3764505 3878493 -113988 0 3764505 0 3764505 SALE OF SECURITIES P 180000 201517 -21517 -21517 -21517 1011 0 1011 0 1011 720 0 291 0 1011 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A GMA FOUNDATIONS 6173913089 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ANDREW G BODNAR MD C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 PRESIDENT & TRUSTEE 1.00 0 0 0 JEFFREY SWOPE ESQ C/O LOCKE LORD LLP 111 HUNTINGTON AVE BOSTON MA 02199 TREASURER & TRUSTEE 1.00 0 0 0 GENE A CORBIN C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 VICE CHAIR & TRUSTEE 1.00 0 0 0 DR CHARLES SHADLE C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 PROF ELLEN T HARRIS C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 DR ROBERT M RANDOLPH C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 HONORABLE MICHAEL BARRETT C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 PROF CONSTANCE W WILLIAMS C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 REV ALANNA SULLIVAN C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 ABIM THOMAS ESQ C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 LOUANNE HEMPTON C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 REV JOHN H FINLEY IV C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 ANNA DOGGETT C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 CLERK 1.00 0 0 0 NONE 0 NONE 0 0 2973444 606897 0 3580341 0 0 3580341 53705 3526636 176332 176332 1011 1011 175321 0 175321 0 175321 167462 0 167462 175321 158286 0 0 167462 158286 0 0 9176 0 0 0 0 0 0 0 0 166145 0 0 0 ANNA DOGGETT C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 6173913094 ADOGGETT@GMAFOUNDATIONS.COM SEE STATEMENT 13 SEE STATEMENT 13 SEE STATEMENT 13 ANN WYATT 116 PINEHURST AVE C54 NEW YORK NY 10033 NONE I GATHERING INFORMATION ON PALLIATIVE CARE PRACTICES FOR PEOPLE SUFFERING FROM DEMENTIA 4950 BILBONDEN SANYA MAKOKHA PO BOX 3849 NAIROBI NAIROBI KE 00100 NONE I MUSICAL AND LIFE-SKILLS TRAINING FOR AT-RISK YOUNG PEOPLE IN NAIROBI SLUM 37340 DAVID LEVY PO BOX 428 HIGH FALLS NY 12440 NONE I VIRTUAL MUSIC PERFORMANCES FOR HOSPITAL PATIENTS AND STAFF 15000 JIREH ANDRE BITANGILA KABUKAPUA 132 MARGINAL WAY UNIT 327 PORTLAND ME 04101 NONE I TEACHING COMPUTER AND PROGRAMMING SKILLS TO STUDENTS IN CONGO 16800 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE PC SUPPORT FOR THE UNHOUSED IN BOSTON 10000 SIANA B MONET 6357 CROSSWOODS DR FALLS CHURCH VA 22044 NONE I VOCATIONAL MENTORING PROGRAM FOR PRIMARY AND SECONDARY STUDENTS IN BHUTAN 23776 THERESA LUNGU 757 BOYLSTON ST APT 1 CHESTNUT HILL MA 02467 NONE I DIGITAL LEARNING AND INFORMATION CENTER FOR YOUNG PEOPLE IN ZAMBIA 33450 WOMEN'S LUNCH PLACE PO BOX 170900 BOSTON MA 02117 NONE PC IMMEDIATE NEEDS OF UNHOUSED FAMILIES ELIGIBLE FOR THE MA EMERGENCY ASSISTANCE FAMILY SHELTER PROGRAM 5000 146316 0 14 72760 18 -21517 EXCISE TAX REFUND 2231 0 53474 0 53474 0 0 0 0 0 0 0 0 0 0 BOOKKEEPING AND TAX PREPARATION 5587 0 5587 FORM 990-PF, PART XV, LINES 2B - 2D FORM, INFORMATION AND MATERIALS: A LETTER INITIALLY AND AN APPLICATION FORM WILL BE PROVIDED IF THE PROJECT FALLS WITHIN THE SCOPE OF THE TRUST. THE APPLICATION REQUIRES A DESCRIPTION OF THE PROJECT, BUDGET, AND IMPORTANCE TO THE APPLICANT. SUBMISSION DEADLINES: THE DEADLINES FOR COMPLETION OF APPLICATIONS ARE FEBRUARY 28TH AND SEPTEMBER 30TH ANNUALLY. RESTRICTIONS OR LIMITATIONS ON AWARDS: APPLICATIONS FOR GRANTS ARE ACCEPTED ONLY FOR INDIVIDUAL, NOT ORGANIZATIONAL, PROJECTS. SUPPORT NOT GIVEN FOR SCHOLARSHIP OR RESEARCH PURSUED AS A REGULAR PART OF A PROFESSIONAL CAREER; THERE ARE NO REPEAT GRANTS. WE MAKE AWARDS TO PUBLIC CHARITY ORGANIZATIONS AT YEAR END ONLY IF NEEDED TO MEET DISTRIBUTION REQUIREMENTS, AND AWARDS ARE NOMINATED BY TRUSTEES, RATHER THAN SOLICITED THROUGH AN APPLICATION PROCESS. FIDELITY TOTAL MARKET INDEX FUND AT COST 3085719 3158596 STATE FILING FEES 15 0 15 POSTAGE 164 0 164 WEBSITE 508 0 508 EXCISE TAX REFUND 2231 2231 ADMINISTRATIVE SERVICES 13795 0 13795 INVESTMENT MANAGEMENT FEES 0 0 0 OTHER PROFESSIONAL FEES 0 0 0