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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)45 SCHOOL ST 5TH FLOOR   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021083204
A Employer identification number

22-3208197
B Telephone number (see instructions)

(617) 523-1635
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$3,974,046J 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).............. 287,870
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 1,638 1,638  
4 Dividends and interest from securities...... 78,163 76,381  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 121,928
b Gross sales price for all assets on line 6a 354,033
7 Capital gain net income (from Part IV, line 2)... 121,928
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........ 489,599 199,947  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,750 1,750 0 0
c Other professional fees (attach schedule).... Click to see attachment 30,032 27,030   3,003
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,686 738   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,468 29,518 0 3,003
25 Contributions, gifts, grants paid........ 195,000 195,000
26 Total expenses and disbursements. Add lines 24 and 25 230,468 29,518 0 198,003
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 259,131
b Net investment income (if negative, enter -0-) 170,429
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 179,878 308,213 308,213
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)      
b Investments—corporate stock (attach schedule)........ 1,358,075 Click to see attachment1,399,845 2,536,817
c Investments—corporate bonds (attach schedule)........ 352,004 Click to see attachment401,526 406,603
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 633,722 Click to see attachment673,226 722,413
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) 2,523,679 2,782,810 3,974,046
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......... 2,523,679 2,782,810
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 instructions)...... 2,523,679 2,782,810
31 Total liabilities and net assets/fund balances (see instructions).. 2,523,679 2,782,810
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 2,523,679
2 Enter amount from Part I, line 27a..................... 2 259,131
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,782,810
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 2,782,810
Form 990-PF (2014)
Form 990-PF (2014)
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 .3333 CDK GLOBAL INC COM   2009-12-15 2014-10-01
b 333. CDK GLOBAL INC COM   2009-12-15 2014-12-02
c 1000. E M C CORP MASS   2012-10-11 2014-05-15
d 1000. EXPEDITORS INTL WASH INC   2002-10-22 2014-05-15
e .3397 IRON MOUNTAIN INC NEW   2012-11-21 2014-11-10
150. ISHARES IBOXX $ INVST GRADE CRP BOND (MK   2012-10-11 2014-09-17
150. ISHARES 1-3 YEAR CREDIT BOND (MKT)   2012-10-11 2014-09-17
800. JOHNSON CTLS INC   2003-02-03 2014-05-15
500. LANCASTER COLONY CORP   2010-06-14 2014-05-15
100. O REILLY AUTOMOTIVE INC   2002-06-10 2014-05-15
600. STATE STR CORP   2011-04-26 2014-05-15
200. VANGUARD INTERMEDIATE-TERM BOND ETF (MKT   2012-10-11 2014-09-17
1000. VANGUARD FTSE ALL-WORLD EX-US ETF (MKT)   2008-11-14 2014-09-17
800. NOBLE CORP PLC SHS   2008-11-14 2014-05-15
300. NOBLE CORP PLC SHS   2013-06-03 2014-05-15
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 9   5 4
b 13,418   5,175 8,243
c 25,710   26,040 -330
d 45,299   15,250 30,049
e 12   11 1
17,622   18,376 -754
15,786   15,839 -53
35,730   10,824 24,906
43,539   27,632 15,907
14,547   1,645 12,902
37,822   27,912 9,910
16,748   18,023 -1,275
51,219   31,491 19,728
23,896   22,157 1,739
8,961   11,725 -2,764
      3,715
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       4
b       8,243
c       -330
d       30,049
e       1
      -754
      -53
      24,906
      15,907
      12,902
      9,910
      -1,275
      19,728
      1,739
      -2,764
       
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 2 121,928
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 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))
2013 82,883 3,181,731 0.02605
2012 176,264 2,754,162 0.063999
2011 173,662 2,510,690 0.069169
2010 71,444 2,410,940 0.029633
2009 67,781 2,078,732 0.032607
2 Total of line 1, column (d) ...................... 2 0.221458
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 0.044292
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 3,667,721
5 Multiply line 4 by line 3....................... 5 162,451
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,704
7 Add lines 5 and 6......................... 7 164,155
8 Enter qualifying distributions from Part XII, line 4.............. 8 198,003
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 (2014)
Form 990-PF (2014)
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 1,704
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 1,704
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 1,704
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,900
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 1,900
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 196
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet196 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 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)
    bulletFL
    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
     
    No
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletWELCH & FORBES LLC
    C/O MICHAEL P BEAN     Telephone no.bullet (617) 523-1635
    Located atbullet45 SCHOOL STREET BOSTON MABOSTONMA ZIP+4bullet02108
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    NATHANIEL ELIZABETH SALTONSTALL TRUSTEES
    1     		0    
    30 DRAKE LANE
    SCARBOROUGH,ME04074
    N STEWART SALTONSTALL TRUSTEE
    1     		0    
    BOX 5384
    ST MARYS,GA31558
    EDWARD A HASLER TRUSTEE
    1     		0    
    PO BOX 983
    ANNA MARIA,FL34216
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 NONE  
    2  
    All other program-related investments. See 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
    3,723,575
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,723,575
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,723,575
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    55,854
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,667,721
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    183,386
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    183,386
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,704
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,704
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    181,682
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    181,682
    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
    181,682
    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
    198,003
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    198,003
    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
    1,704
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    196,299
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 181,682
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 20,183
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 198,003
    a Applied to 2013, but not more than line 2a 20,183
    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 2014 distributable amount..... 177,820
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 0
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		3,862
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    BIGELOW LABORATORY FOR OCEAN
    SIENCES
    PO BOX 475
    W BOOTHBAY HARBOR,ME04575     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010     		NONE PUBLIC UNRESTRICTED FOR GENERAL 7,500
    HANAHAUOLI SCHOOL
    1922 MAKKI STREET
    Honolulu,HI98622     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    ISLAND INSTITUTE
    PO BOX 648
    ROCKLAND,ME04841     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    NATIONAL AUDUBON SOCIETY
    700 BROADWAY
    NEW YORK,NY10003     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,500
    NATIONAL TRUST FOR HISTORIC
    PRESERVATION
    1785 MASS AVE NW
    WASHINGTON,DC20036     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,000
    NATURE CONSERVANCY
    14 MAINE ST SUITE 401
    BRUNSWICK,ME04011     		NONE PUBLIC UNRESTRICTED FOR GENERAL 7,500
    OCEAN CONSERVANCY
    1300 19TH STREET NW SUITE 800
    WASHINGTON,DC20036     		NONE PUBLIC UNRESTRICTED FOR GENERAL 7,500
    PROJECT GRACE
    PO BOX 6846
    Scarborough,ME04070     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    PUNAHOU SCHOOL
    1601 PUNAHOU STREET
    Honolulu,HI96822     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    SAINT ALBAN'S EPISCOPAL CHURCH
    885 SHORE ROAD
    CAPE ELIZABETH,ME04107     		NONE PUBLIC UNRESTRICTED FOR GENERAL 28,000
    SIERRA CLUB FOUNDATION
    85 SECOND STREET SUITE 750
    SAN FRANCISCO,CA94105     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    UNITED WAY OF GREATER PORTLAND
    PO BOX 15200
    PORTLAND,ME04112     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    WORLD WILDLIFE FUND
    1250 24TH NW
    WASHINGTON,DC20037     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    YALE ALUMNI FUND
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    FISHER HOUSE FOUNDATION
    1401 ROCKVILLE PIKE SUITE 600
    ROCKVILLE,MD20852     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    NATURAL RESOURCES COUNCIL OF MAINE
    3 WADE STREET
    AUGUSTA,ME04330     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    UNITED WAY OF GREATER PORTLAND
    PO BOX 15200
    PORTLAND,ME041125200     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    COASTAL MAINE BOTANICAL GARDENS
    132 BOTANICAL GARDENS DRIVE
    BOOTHBAY,ME04537     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    SCARBOROUGH LAND TRUST
    PO BOX 1237
    SCARBOROUGH,ME04070     		NONE PUBLIC UNRESTRICTED FOR GENERAL 15,000
    FARNSWORTH ART MUSEUM
    16 MUSEUM STREET
    ROCKLAND,ME04841     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    PORTLAND MUSEUM OF ART
    SEVEN CONGRESS SQUARE
    PORTLAND,ME04101     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    CAMP SUNSHINE
    35 ACADIA ROAD
    CASCO,ME04015     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    DANA-FARBER CANCER INSTITUTE
    PO BOX 849168
    BOSTON,MA02284     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    HELP HOSPITALIZED VETERANS
    98 BOX 98088
    WASHINGTON,DC20090     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    RONALD MCDONALD HOUSE
    ONE KROCK DRIVE
    OAK BROOKE,IL60523     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    COSTAL GEORGIA FOUNDATION
    1626 FREDERICA ROAD SUITE 201
    ST SIMONS ISLAND,GA31522     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    SEA RESEARCH FOUNDATION
    55 COOGUN BVOULEVARD
    MYSTIC,CT063551997     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,000
    ST MARYS LITTLE THEATRE
    511 OSBORNE STREET
    ST MARYS,GA31558     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,000
    LIGHTHORSE HEALTHCARE INC
    2060 DAN PROCTOR DRIVE
    ST MARYS,GA31558     		NONE PUBLIC UNRESTRICTED FOR GENERAL 500
    CHILDREN SUPPORT SERVICE ORG CASA
    PO BOX 3047
    KINGSLAND,GA31548     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,500
    HABITAT FOR HUMANITY
    302 SOUTH LEE STREET
    KINGSLAND,GA31548     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758517
    TOPEKA,KS66675     		NONE PUBLIC UNRESTRICTED FOR GENERAL 500
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035     		NONE PUBLIC UNRESTRICTED FOR GENERAL 4,000
    THE HOLE IN THE WALL GANG FUND
    555 LONG WHARF DRIVE
    NEW HAVEN,CT06511     		NONE PUBLIC UNRESTRICTED FOR GENERAL 4,000
    THE ALGONQUIN CHANPERSHIP FUND
    THE ROCHESTER AREA COMMUNITY FDN
    500 EAST AVENUE
    ROCHESTER,NY14625     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    ERIN'S HOUSE FRO GRIEVING CHILDREN
    5670 YMCA PARK DRIVE WEST
    FORT WAYNE,IN46835     		NONE PUBLIC UNRESTRICTED FOR GENERAL 4,000
    COLORADO BEAGLE RESCUE
    PO BOX 2704
    LITTLETON,CO801612704     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    THE MATTHEW'S HOUSE
    415 MASON COURT 1
    FORT COLLINS,CO80524     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    AMY'S HOUSE FOR GIRLS
    PO BOX 942
    LOVELAND,CO80538     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    ST JUDE'S CHILDREN RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,000
    CRONN'S & ULCERATIVE COLITIS FOUNDATION
    PO BOX 1245
    ALBERT LEA,MN560079976     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,000
    BRAIN AND BEHAVIOR RESEARCH FOUNDATION
    90 PARK AVENUE 16TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    NATIONAL WILDLIFE FEDERATION
    PO BOX 1583
    MERRIFIELD,VA221161583     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,000
    Total .................................bullet 3a 195,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 ............     		    14 1,638  
    4 Dividends and interest from securities....     14 78,163  
    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 .............     		    18 121,928  
    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)..   201,729  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13201,729
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
     
    Employer identification number

    22-3208197
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
          		Employer identification number

    22-3208197
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    N SALTONSTALL AND E SALTONSTALL
    CHARITABLE LEAD UNITRUST

       
    45 SCHOOL STREET 5TH FLOOR
     
    BOSTON, MA02108

    		$287,870


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
          		Employer identification number

    22-3208197
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
          		Employer identification number

    22-3208197
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN: 22-3208197
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,750 1,750    

    TY 2014 ExplnOfNonFilingWithAGStmt
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN: 22-3208197
    Statement:
    PRESENTLY EXEMPT FROM FLORIDA REPORTING

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN: 22-3208197
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50000 MEDCO HEALTH SOLUTIONS 50,993 53,093
    50000 JPMORGAN CHASE & CO SENI 49,870 50,084
    50000 CINTAS CORP NO.2 SR NOTE 50,290 51,264
    50000 GOLDMAN SACHS GROUP INC 49,719 51,303
    50000 AFLAC INC SENIOR NOTE 50,613 51,446
    50000 CVS HEALTH CORP 50,265 50,448
    50000 KENNAMETAL INC SR NT 50,254 49,471
    50000 EBAY INC SR GLBL NT 49,522 49,494

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN: 22-3208197
    Name of Stock End of Year Book Value End of Year Fair Market Value
    700 SHS AFLAC INC 24,766 42,763
    400 SHS APACHE CORP 20,947 25,068
    1000 SHS AUTOMATIC DATA PROCES 36,464 83,370
    1200 SHS CARMAX INC 10,570 79,896
    300 SHS CHEVRON CORP NEW 11,853 33,654
    800 SHS DANHER CORP 20,753 68,568
    1000 SHS EXPEDITORS INTERNATIO    
    1000 SHS IRON MOUNTAIN INC PA 16,912 41,444
    800 SHS JOHNSON & JOHNSON 50,218 83,656
    800 SHS JOHNSON CONTROLS INC    
    1500 SHS MICROSOFT CORP 40,030 69,675
    400 SHS O'REILLY AUTOMATIVE I 6,579 77,048
    800 SHS PEPSICO INC 36,779 75,648
    700 SHS SCHLUMBERGER LTD 25,959 59,787
    500 SHS STERICYCLE INC 11,818 65,540
    800 SHS STRYKER CORP 42,985 75,464
    700 SHS UNITED TECHNOLOGIES 11,113 80,500
    300 SHS PERRIGO CO 45,662 50,148
    1400 SHS WELLS FARGO & CO NEW 29,061 76,748
    700 SHS CHURCH & DWIGHT CO 47,276 55,167
    500 SHS CAPITAL ONE FINANCIAL 37,966 41,275
    700 SHS ECHOLAB INC 30,814 73,164
    500 SHS PROCTOR & GAMBLE CO 31,695 45,545
    1200 SHS CVS HEALTH CORP 47,420 115,572
    500 SHS PRAXAIR INC 36,594 64,780
    800 SHS QUALCOMM INC 35,392 59,464
    1100 SHS NOBLE CORP    
    1500 SHS CONSTANT CONTACT INC 23,551 55,050
    1400 SHS CENOVUS INC 34,066 28,868
    800 SHS HOME DEPOT INC 16,232 83,976
    500 SHS LANCASTER COLONY CORP    
    600 SHS MCDONALDS CORP 46,416 56,220
    800 SHS TERADATA CORP 26,577 34,944
    300 SHS VISA INC CLASS A 22,520 78,660
    100 SHS TORONTO DOMINION BANK 43,565 57,333
    600 SHS STATE STREET CORP    
    50 SHS GOOGLE INC CLASS A 13,307 26,533
    700 SHS APPLE INC 54,153 77,266
    1000 SHS EMC CORP    
    2000 SHS GENERAL ELERTRIC CO. 45,811 50,540
    1000 SHS MERCK & CO INC 44,727 56,790
    120 SHS TRIMBLE NAVAGATION LT 28,676 31,848
    600 SHS CHECKPOINT SOFTWARE 39,838 47,142
    400 SHS ANSYS 29,497 32,800
    600 SHS JP MORGAN CHASE & CO 32,291 37,548
    1000 SHS LIFETIME FITNESS 49,669 56,620
    200 SHS METTLER TOLEDO INTL 40,844 60,492
    1000 SHS RESMED INC 46,617 56,060
    50 SHS GOOGLE CL C COM 13,341 26,320
    700 SHS METLIFE INC 38,521 37,863

    TY 2014 InvestmentsOtherSchedule2
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN: 22-3208197
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    900 SHS ISHARES MSCI EMERGING AT COST 19,426 35,361
    1000 SHS VANGUARD FTSE ALL-WOR      
    1250 SHS ISHARES IBOXX CORPORA AT COST 135,046 149,263
    1250 SHS ISHARES 1-3 YEAR AT COST 130,807 131,475
    1600 SHS VANGUARD INTERMEDIATE AT COST 129,605 135,488
    3600 SHS FIRST TRUST NORTH AME AT COST 82,418 101,340
    2500 SHS KAYNE ANDERSON MLP AT COST 86,320 95,450
    1200 SHS PLAINS GP HOLDINGS AT COST 37,164 30,816
    2000 SHS MANNING & NAPIER OVER AT COST 52,440 43,220

    TY 2014 OtherProfessionalFeesSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN: 22-3208197
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES-SUBJECT T 30,032 27,030   3,003


    TY 2014 TaxesSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN: 22-3208197
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 500 500   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,048 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,900 0   0
    FOREIGN TAXES ON QUALIFIED FOR 180 180   0
    FOREIGN TAXES ON NONQUALIFIED 58 58   0