Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
CLARA SALTUS TRUST UW 360145015
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 477   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONCORD, NH033020477
A Employer identification number

02-6004790
B Telephone number (see instructions)

(603) 229-5990
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,629,051J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 194,650 194,650  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,332,184
b Gross sales price for all assets on line 6a 4,206,116
7 Capital gain net income (from Part IV, line 2)... 1,332,184
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,526,834 1,526,834  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,726 64,726    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 3,559 3,559 0 0
b Accounting fees (attach schedule)....... Click to see attachment 575 575 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,273 1,127   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,525 1,525    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 72,658 71,512 0 0
25 Contributions, gifts, grants paid........ 351,706 351,706
26 Total expenses and disbursements. Add lines 24 and 25 424,364 71,512 0 351,706
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,102,470
b Net investment income (if negative, enter -0-) 1,455,322
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 185,243 61,456 61,456
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,534,652 Click to see attachment1,669,997 1,621,790
b Investments—corporate stock (attach schedule)........ 3,036,511 Click to see attachment3,858,833 4,492,072
c Investments—corporate bonds (attach schedule)........ 1,202,526 Click to see attachment1,471,132 1,453,733
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,958,932 7,061,418 7,629,051
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 5,958,932 7,061,418
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,958,932 7,061,418
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,958,932 7,061,418
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,958,932
2 Enter amount from Part I, line 27a..................... 2 1,102,470
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 16
4 Add lines 1, 2, and 3.......................... 4 7,061,418
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,061,418
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 1100. ABBVIE INC   2010-05-27 2013-01-15
b 980.309 VANGUARD INFLTN PRTCTD SEC FD #5119   2010-11-22 2013-01-28
c 5219.69 VANGUARD SHORT-TERM FED-ADM #549   2010-11-22 2013-01-28
d 35000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-09-13 2013-02-26
e 35000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-04-28 2013-02-27
65000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-12-09 2013-04-04
10000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2011-03-02 2013-04-04
220. AFLAC INC   2012-02-14 2013-06-13
250. ABBOTT LABORATORIES   2013-01-15 2013-06-13
100. AMERICAN EXPRESS CO   2009-01-12 2013-06-13
130. ANALOG DEVICES INC   2008-10-20 2013-06-13
60. APACHE CORP COM   2012-05-02 2013-06-13
230. AUTODESK INC   2004-05-13 2013-06-13
100. AUTOMATIC DATA PROCESSING INC   2009-11-02 2013-06-13
310. BANK OF NEW YORK MELLON CORP COM   2011-02-11 2013-06-13
70. CHEVRONTEXACO CORP   2008-10-20 2013-06-13
260. CISCO SYSTEMS INC   2012-03-26 2013-06-13
170. COLGATE PALMOLIVE   2012-05-15 2013-06-13
90. CONOCOPHILLIPS   2012-05-02 2013-06-13
100000. CREDIT SUISSE FB 5.500% 08/15/2013 DTD 08/15/03   2003-08-15 2013-06-13
140. WALT DISNEY CO   2010-01-12 2013-06-13
220. E M C CORP MASS   2008-10-20 2013-06-13
120. EMERSON ELECTRIC CO   2010-01-12 2013-06-13
80. EXXON MOBIL CORP   2009-12-16 2013-06-13
90. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-14 2013-06-13
300. GENERAL ELECTRIC   2006-10-02 2013-06-13
120. HOME DEPOT INC   2011-05-09 2013-06-13
90. ILLINOIS TOOL WKS INC   2008-10-20 2013-06-13
240. INTEL CORP   2012-03-26 2013-06-13
130. J P MORGAN CHASE & CO   2008-10-20 2013-06-13
70. JOHNSON & JOHNSON   1994-01-19 2013-06-13
60. MCDONALDS CORP   2011-05-09 2013-06-13
200. MEDTRONIC INC   2010-11-22 2013-06-13
200. MICROSOFT CORP   2012-03-26 2013-06-13
70. MONSANTO CO NEW   2008-12-04 2013-06-13
150. ORACLE CORP   2011-02-11 2013-06-13
100. PEPSICO   2012-05-15 2013-06-13
110. PHILIP MORRIS INTL INC COM   2010-01-12 2013-06-13
120. PROCTER & GAMBLE CO   2006-10-02 2013-06-13
130. QUEST DIAGNOSTICS INC COM   2010-11-22 2013-06-13
2090. SPDR GOLD TRUST   2011-10-03 2013-06-13
70. SEMPRA ENERGY COMMON   2003-04-30 2013-06-13
70. SIGMA ALDRICH CORP   2008-12-04 2013-06-13
160. SOUTHERN CO   2010-11-22 2013-06-13
170. STATE STREET CORP COM   2010-11-22 2013-06-13
60. 3M CO   2008-12-04 2013-06-13
80. UNITED PARCEL SVC INC CL B   2008-12-04 2013-06-13
110. UNITED TECHNOLOGIES   2010-11-22 2013-06-13
80. UNITEDHEALTH GROUP INC COM   2008-12-04 2013-06-13
170. VERIZON COMMUNICATIONS   2008-10-20 2013-06-13
130. WALMART STORES, INC   2008-12-04 2013-06-13
180. WELLS FARGO & COMPANY COM NEW   2012-02-14 2013-06-13
130. YUM BRANDS INC   2011-05-09 2013-06-13
130. ZIMMER HLDGS INC   2010-11-22 2013-06-13
60. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-06 2013-06-13
793.187 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-22 2013-06-14
23320.909 FIDELITY SPARTAN HIGH INCOME   2011-10-27 2013-06-14
283.337 HARBOR INTERNATIONAL FUND   2010-11-22 2013-06-14
480. COLGATE PALMOLIVE   2012-05-15 2013-07-01
320. PHILIP MORRIS INTL INC COM   2008-12-04 2013-07-01
170. SEMPRA ENERGY COMMON   2003-04-30 2013-07-01
14202.637 VANGUARD SHORT-TERM FED-ADM #549   2013-06-14 2013-07-29
5000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2013-06-18 2013-08-06
30000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-12-09 2013-08-06
70000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2011-03-02 2013-08-06
90000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2011-03-02 2013-11-13
1205. AFLAC INC   2012-02-14 2013-12-05
650. ABBOTT LABORATORIES   2013-01-15 2013-12-05
730. AMERICAN EXPRESS CO   2009-01-12 2013-12-05
1395. ANALOG DEVICES INC   2008-10-20 2013-12-05
676. APACHE CORP COM   2008-10-20 2013-12-05
1283. AUTODESK INC   2004-05-13 2013-12-05
1109. AUTOMATIC DATA PROCESSING INC   2008-10-20 2013-12-05
1790. BANK OF NEW YORK MELLON CORP COM   2011-02-14 2013-12-05
676. CHEVRONTEXACO CORP   2008-10-20 2013-12-05
2819. CISCO SYSTEMS INC   2009-06-23 2013-12-05
360. COLGATE PALMOLIVE   2000-07-13 2013-12-05
999. CONOCOPHILLIPS   2008-12-04 2013-12-05
1469. WALT DISNEY CO   2008-12-04 2013-12-05
2441. E M C CORP MASS   2008-10-20 2013-12-05
680. EMERSON ELECTRIC CO   2010-01-12 2013-12-05
80. EXXON MOBIL CORP   2009-12-16 2013-12-05
520. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-14 2013-12-05
1710. GENERAL ELECTRIC   2006-10-02 2013-12-05
1270. HOME DEPOT INC   2011-05-09 2013-12-05
976. ILLINOIS TOOL WKS INC   2008-10-20 2013-12-05
2546. INTEL CORP   1996-03-29 2013-12-05
1340. J P MORGAN CHASE & CO   2008-12-04 2013-12-05
751. JOHNSON & JOHNSON   1994-01-19 2013-12-05
200. MCDONALDS CORP   2011-05-09 2013-12-05
1105. MEDTRONIC INC   1997-04-04 2013-12-05
390. MONSANTO CO NEW   2008-12-04 2013-12-05
230. PEPSICO   2010-01-12 2013-12-05
545. PHILIP MORRIS INTL INC COM   2008-12-04 2013-12-05
679. PROCTER & GAMBLE CO   2010-01-12 2013-12-05
719. QUEST DIAGNOSTICS INC COM   2008-10-20 2013-12-05
613. SEMPRA ENERGY COMMON   2003-04-30 2013-12-05
550. SIGMA ALDRICH CORP   2008-12-04 2013-12-05
923. SOUTHERN CO   2008-10-20 2013-12-05
934. STATE STREET CORP COM   2008-12-04 2013-12-05
644. 3M CO   2009-04-30 2013-12-05
480. UNITED PARCEL SVC INC CL B   2008-12-04 2013-12-05
370. UNITED TECHNOLOGIES   2001-03-21 2013-12-05
30. UNITEDHEALTH GROUP INC COM   2008-12-04 2013-12-05
971. VERIZON COMMUNICATIONS   2010-07-21 2013-12-05
715. WALMART STORES, INC   2010-01-12 2013-12-05
2000. WELLS FARGO & COMPANY COM NEW   2012-02-14 2013-12-05
751. YUM BRANDS INC   2011-05-09 2013-12-05
698. ZIMMER HLDGS INC   2008-12-04 2013-12-05
490. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-06 2013-12-05
10000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2013-06-18 2013-12-17
65000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2011-12-09 2013-12-17
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 37,525   29,768 7,757
b 27,733   25,811 1,922
c 56,216   57,208 -992
d 36,555   38,752 -2,197
e 36,666   36,668 -2
67,577   71,364 -3,787
11,149   11,101 48
12,628   10,632 1,996
9,133   8,320 813
7,499   1,879 5,620
5,850   2,643 3,207
5,094   5,429 -335
8,241   4,072 4,169
6,811   3,668 3,143
9,089   9,988 -899
8,489   4,760 3,729
6,315   5,254 1,061
9,944   8,572 1,372
5,526   4,775 751
100,770   99,016 1,754
8,970   4,157 4,813
5,427   2,242 3,185
6,802   5,356 1,446
7,286   5,566 1,720
2,661   3,912 -1,251
7,096   10,692 -3,596
9,169   4,444 4,725
6,342   3,082 3,260
5,975   4,097 1,878
7,026   5,207 1,819
5,912   748 5,164
5,924   4,775 1,149
10,520   3,738 6,782
6,940   5,852 1,088
7,341   5,136 2,205
5,116   5,017 99
8,198   6,562 1,636
10,174   4,805 5,369
9,410   7,460 1,950
8,160   5,678 2,482
278,599   290,694 -12,095
5,564   1,876 3,688
5,756   2,613 3,143
7,093   5,726 1,367
11,216   6,443 4,773
6,661   3,521 3,140
6,902   4,553 2,349
10,373   4,301 6,072
5,119   1,581 3,538
8,576   4,583 3,993
9,755   7,142 2,613
7,342   5,432 1,910
9,282   7,041 2,241
10,179   4,997 5,182
2,915   2,949 -34
24,121   21,829 2,292
217,351   208,683 8,668
18,357   16,842 1,515
27,811   13,348 14,463
28,024   13,000 15,024
13,680   4,556 9,124
151,968   152,536 -568
5,117   5,148 -31
30,704   32,886 -2,182
76,848   77,704 -856
93,688   99,039 -5,351
79,229   44,820 34,409
24,106   21,631 2,475
61,674   13,718 47,956
67,867   28,360 39,507
60,747   54,464 6,283
59,017   22,713 36,304
87,425   39,075 48,350
59,260   57,405 1,855
82,277   45,964 36,313
59,423   23,293 36,130
23,322   9,468 13,854
70,893   35,400 35,493
103,463   37,862 65,601
58,778   24,873 33,905
45,134   30,351 14,783
7,545   5,566 1,979
17,829   22,603 -4,774
45,246   60,943 -15,697
100,386   26,992 73,394
76,545   33,421 43,124
61,308   18,188 43,120
75,169   49,803 25,366
69,716   8,022 61,694
19,114   11,751 7,363
62,880   17,570 45,310
43,230   28,616 14,614
18,935   13,029 5,906
46,763   22,141 24,622
55,980   42,043 13,937
43,709   30,500 13,209
53,650   16,429 37,221
48,018   20,532 27,486
37,837   32,730 5,107
65,501   34,811 30,690
81,772   37,649 44,123
48,773   27,318 21,455
40,376   13,151 27,225
2,190   593 1,597
47,341   26,148 21,193
56,510   39,215 17,295
86,791   58,479 28,312
56,072   22,930 33,142
63,244   25,351 37,893
24,445   24,087 358
10,000   10,103 -103
65,000   66,592 -1,592
      45,366
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       7,757
b       1,922
c       -992
d       -2,197
e       -2
      -3,787
      48
      1,996
      813
      5,620
      3,207
      -335
      4,169
      3,143
      -899
      3,729
      1,061
      1,372
      751
      1,754
      4,813
      3,185
      1,446
      1,720
      -1,251
      -3,596
      4,725
      3,260
      1,878
      1,819
      5,164
      1,149
      6,782
      1,088
      2,205
      99
      1,636
      5,369
      1,950
      2,482
      -12,095
      3,688
      3,143
      1,367
      4,773
      3,140
      2,349
      6,072
      3,538
      3,993
      2,613
      1,910
      2,241
      5,182
      -34
      2,292
      8,668
      1,515
      14,463
      15,024
      9,124
      -568
      -31
      -2,182
      -856
      -5,351
      34,409
      2,475
      47,956
      39,507
      6,283
      36,304
      48,350
      1,855
      36,313
      36,130
      13,854
      35,493
      65,601
      33,905
      14,783
      1,979
      -4,774
      -15,697
      73,394
      43,124
      43,120
      25,366
      61,694
      7,363
      45,310
      14,614
      5,906
      24,622
      13,937
      13,209
      37,221
      27,486
      5,107
      30,690
      44,123
      21,455
      27,225
      1,597
      21,193
      17,295
      28,312
      33,142
      37,893
      358
      -103
      -1,592
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,332,184
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 338,529 6,968,551 0.04858
2011 345,974 6,956,950 0.049731
2010 332,990 6,792,735 0.049021
2009 305,965 6,189,157 0.049436
2008 369,810 7,434,608 0.049742
2 Total of line 1, column (d) ...................... 2 0.24651
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.049302
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,248,152
5 Multiply line 4 by line 3....................... 5 357,348
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 14,553
7 Add lines 5 and 6......................... 7 371,901
8 Enter qualifying distributions from Part XII, line 4.............. 8 351,706
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 29,106
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 29,106
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29,106
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,008
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,008
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 27,098
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTD Bank NA Telephone no.bullet (603) 229-5990
    Located atbullet143 NORTH MAIN STREETCONCORDNH ZIP+4bullet03301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) 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)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Charles F Leahy CoTrustee
    1     		8,246    
    PO Box 459
    Portsmouth,NH038020459
    TD Bank NA CoTrustee
    1     		56,480    
    PO Box 477
    Concord,NH033020477
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    362,408
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    29,106
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,106
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    333,302
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    333,302
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    333,302
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 333,302
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 6,437
    d From 2011....... 3,862
    e From 2012....... 0
    fTotal of lines 3a through e......... 10,299
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 351,706
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 333,302
    e Remaining amount distributed out of corpus 18,404
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 28,703
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		28,703
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 6,437
    c Excess from 2011.... 3,862
    d Excess from 2012.... 0
    e Excess from 2013.... 18,404
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE SISTERS OF ST ANNE BETHANY
    25 HILLSIDE AVENUE
    ARLINGTON,MA024765818     		NONE 501(C)(3) DAILY OPERATIONS 175,853
    CONCORD HOSPITAL
    RICHARD FORD
    C/O ACCOUNTING DEPT
    CONCORD,NH03301     		NONE 501(C)(3) DAILY OPERATIONS 175,853
    Total .................................bullet 3a 351,706
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 194,651  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,332,183  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,526,834  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,526,834
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    CLARA SALTUS TRUST UW 360145015
    EIN: 02-6004790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 575 575    

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    CLARA SALTUS TRUST UW 360145015
    EIN: 02-6004790
    Name of Bond End of Year Book Value End of Year Fair Market Value
    35000 AT&T INC 4.45% 36,060 36,849
    60000 ANHEUSER-BUSCH 1.375% 59,879 59,874
    50000 BK OF NOVA SCOTIA 1.1% 50,053 50,240
    75000 BERKSHIRE HATHAWAY 5.40% 87,176 86,267
    60000 CATERPILLAR FINL SE 2.05 61,790 61,592
    35000 CISCO SYSTEMS INC 4.95% 38,568 39,369
    75000 COCA COLA CO 1.500% 76,871 76,415
    35000 COMCAST CORP 2.85% 34,936 32,361
    75000 GEN ELEC CAP CORP 5.625% 82,355 85,320
    20000 GEN ELEC CAP CORP 1.625% 20,363 20,325
    75000 JPMORGAN CHASE 6.00% 87,728 86,361
    80000 ONTARIO PROVINCE OF 1.65 80,120 76,784
    75000 ONTARIO PROVINCE 2.95% 78,504 77,090
    35000 PFIZER INC NOTES 5.35% 37,795 36,983
    30000 PROVINCE OF QUEBEC 2.75% 30,952 28,943
    35000 SBC COMMUNICATIONS 5.10% 38,581 36,115
    35000 TOYOTA MOTOR CREDIT 2.00 36,027 36,001
    30000 US BANCORP 1.95% 30,044 29,839
    75000 WACHOVIA CORP 5.75% 85,730 86,481
    60000 WAL-MART STORES INC 1.50 61,769 61,142
    16303.878 FIDELITY HIGH INCOME 151,789 152,767
    7719.482 VANGUARD INFLTN PRTCT 204,042 196,615

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    CLARA SALTUS TRUST UW 360145015
    EIN: 02-6004790
    Name of Stock End of Year Book Value End of Year Fair Market Value
    530 DELPHI AUTOMOTIVE PLC 30,574 31,869
    1000 COMCAST CORP SPECIAL CL A 46,915 49,880
    810 GENERAL MTRS CO 31,595 33,105
    390 GENUINE PARTS CO 31,440 32,444
    3280 INTERNATIONAL GAME TECHNO 57,899 59,565
    940 KOHLS CORP 51,844 53,345
    394 MCDONALDS CORP 22,243 38,230
    2200 STAPLES INC 34,046 34,958
    1080 TJX COMPANIES INC 67,541 68,828
    1040 TIME WARNER INC 68,370 72,509
    960 CVS CORP 63,542 68,707
    556 COLGATE PALMOLIVE CO 14,623 36,257
    624 PEPSICO INCORPORATED 32,317 51,755
    300 SMUCKER J M CO NEW 30,772 31,086
    650 CAMERON INTERNATIONAL CORP 36,123 38,695
    650 DEVON ENERGY CORPORATION 39,951 40,216
    768 EXXON MOBIL CORP 14,420 77,722
    840 NATIONAL-OILWELL INC 68,602 66,805
    560 OCCIDENTAL PETROLEUM CO 52,741 53,256
    375 AMERICAN EXPRESS CO 7,047 34,024
    1030 AMERICAN INTL GROUP INC 49,915 52,582
    450 AMERIPRISE FINANCIAL INC 47,739 51,773
    290 BLACKROCK INC CL A 85,503 91,776
    1060 CIT GROUP INC 53,067 55,258
    700 CME GROUP INC 54,666 54,922
    660 CAPITAL ONE FINANCIAL CORP 47,463 50,563
    1040 CITIGROUP INC 53,192 54,194
    1270 MARSH & MCLENNAN CORP 59,923 61,417
    250 NORTHERN TRUST CORP 15,293 15,473
    310 VISA INC - CL A 62,780 69,031
    1390 ABBOTT LABS CO 37,102 53,279
    1020 ABBVIE INC 50,748 53,866
    920 AETNA U S HEALTHCARE INC 60,841 63,103
    810 DAVITA HEALTH CARE PARTNER 46,184 51,330
    1080 FIDELITY NATL INFORMATION 54,312 57,974
    530 THERMO FISHER SCIENTIFIC I 53,270 59,016
    850 UNITEDHEALTH GROUP INC 16,796 64,005
    790 INGERSOLL-RAND PLC 44,112 48,664
    780 BOENIG CO 103,175 106,462
    980 DANAHER CORP SHS BEN INT 72,360 75,656
    500 ROCKWELL COLLINS INC 36,144 36,960
    274 UNITED TECHNOLOGIES 9,739 31,181
    720 SEAGATE TECHNOLOGY PLC 36,134 40,435
    500 CHECK POINT SOFTWARE TECH 30,678 32,250
    1270 AGILENT TECHNOLOGIES INC 68,002 72,631
    190 APPLE COMPUTER INC 81,204 106,594
    2680 APPLIED MATERIALS 44,862 47,382
    1010 ELECTRONIC ARTS COM 20,950 23,169
    2757 MICROSOFT CORPORATION 83,794 103,139
    2050 ORACLE CORPORATION 70,407 78,433
    1480 TEXAS INSTSRUMENTS 63,088 64,987
    820 E I DUPONT DE NEMOURS INC 49,252 53,275
    110 ECOLAB INC 11,372 11,470
    1070 INTERNATIONAL PAPER CO 49,253 52,462
    520 PRAXAIR INCORPORATED COMMO 63,923 67,616
    1560 CENTURYLINK INC 48,065 49,686
    1020 NORTHEAST UTILITIES CORP 41,761 43,238
    1180 WISCONSIN ENERGY CORP 48,912 48,781
    12078.912 INVESCO INTERNATIONA 332,412 414,307
    3891.156 BUFFALO SMALL CAP FD 105,598 145,218
    5654.991 HARBOR INTERNATINAL F 336,133 401,561
    5023.406 HARTFORD MUT FDS INC 119,945 142,815
    5364.190 PERKINS MID CAP VALUE 121,662 125,307
    5418.649 ROYCE SPECIAL EQUITY 114,497 135,575

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    CLARA SALTUS TRUST UW 360145015
    EIN: 02-6004790
    US Government Securities - End of Year Book Value:

    1,669,997
    US Government Securities - End of Year Fair Market Value:

    1,621,790
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 LegalFeesSchedule
    Name:
    CLARA SALTUS TRUST UW 360145015
    EIN: 02-6004790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-ALLOCABLE LEGAL FEES 3,559 3,559    


    TY 2013 OtherExpensesSchedule
    Name:
    CLARA SALTUS TRUST UW 360145015
    EIN: 02-6004790
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE/PROBATE FEES 770 770   0
    OTHER NON-ALLOCABLE EXPENSE - 755 755   0


    TY 2013 OtherIncreasesSchedule
    Name:
    CLARA SALTUS TRUST UW 360145015
    EIN: 02-6004790
    Description Amount
    ROUNDING ADJUSTMENT 16


    TY 2013 TaxesSchedule
    Name:
    CLARA SALTUS TRUST UW 360145015
    EIN: 02-6004790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - INCOME 573 0   0
    FEDERAL ESTIMATES - PRINCIPAL 573 0   0
    FOREIGN TAXES ON QUALIFIED FOR 665 665   0
    FOREIGN TAXES ON NONQUALIFIED 462 462   0