TY 2015 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2015

Open to Public Inspection

For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015

Name of foundation
THE CARL SIEMON FAMILY
CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)C/O CYNTHIA WYATT 307 APPLEBEE ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MILTON MILLS, NH038524207

A Employer identification number

22-6670093

B Telephone number (see instructions)

(603) 473-2535

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$11,429,473J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)		200,000
2	Check Sch. B .............
3	Interest on savings and temporary cash investments		977		977	977
4	Dividends and interest from securities...		171,800		171,800	171,800
5a	Gross rents............		9,975		9,975	9,975
b	Net rental income or (loss) 8,829
6a	Net gain or (loss) from sale of assets not on line 10			-35,968
b	Gross sales price for all assets on line 6a 3,292,123
7	Capital gain net income (from Part IV, line 2)...				0
8	Net short-term capital gain.........					0
9	Income modifications...........
10a	Gross sales less returns and allowances	40,684
b	Less: Cost of goods sold....	83,560
c	Gross profit or (loss) (attach schedule).....			-42,876		-42,876
11	Other income (attach schedule).......			28,846	0	28,846
12	Total. Add lines 1 through 11........		332,754		182,752	168,722
13	Compensation of officers, directors, trustees, etc.		119,368		0	0	119,368
14	Other employee salaries and wages......		92,289		0	0	92,289
15	Pension plans, employee benefits.......		27,027		0	0	27,027
16a	Legal fees (attach schedule).........			15,881	0	0	15,881
b	Accounting fees (attach schedule).......			3,825	1,913	1,912	1,912
c	Other professional fees (attach schedule)....			88,775	52,467	52,467	34,494
17	Interest...............
18	Taxes (attach schedule) (see instructions)...			19,878	1,568	1,568	18,310
19	Depreciation (attach schedule) and depletion...			21,163	1,146	1,146
20	Occupancy..............		4,412		0	0	4,412
21	Travel, conferences, and meetings.......		855		0	0	855
22	Printing and publications..........
23	Other expenses (attach schedule).......			32,733	0	0	32,733
24	Total operating and administrative expenses.
	Add lines 13 through 23..........		426,206		57,094	57,093	347,281
25	Contributions, gifts, grants paid.......		45,500				45,500
26	Total expenses and disbursements. Add lines 24 and 25		471,706		57,094	57,093	392,781
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements		-138,952
b	Net investment income (if negative, enter -0-)				125,658
c	Adjusted net income (if negative, enter -0-)...					111,629

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2015)

Form 990-PF (2015)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	259	30,329	30,329
	2	Savings and temporary cash investments.........	397,283	392,303	392,303
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	6,784,585	6,335,160	7,944,321
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis 40,733
		Less: accumulated depreciation (attach schedule) 15,152	26,727	25,581	25,581
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 3,521,712
		Less: accumulated depreciation (attach schedule) 484,773	2,721,930	3,036,939	3,036,939
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	9,930,784	9,820,312	11,429,473
	17	Accounts payable and accrued expenses..........	1,042	3,659
	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 )	0	1,005
	23	Total liabilities (add lines 17 through 22).........	1,042	4,664
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	0	0
	28	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	29	Retained earnings, accumulated income, endowment, or other funds	9,929,742	9,815,648
	30	Total net assets or fund balances (see instructions).....	9,929,742	9,815,648
	31	Total liabilities and net assets/fund balances (see instructions).	9,930,784	9,820,312

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

9,929,742

Enter amount from Part I, line 27a .....................

-138,952

Other increases not included in line 2 (itemize) bullet

24,858

Add lines 1, 2, and 3 ..........................

9,815,648

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

9,815,648

Form 990-PF (2015)

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	CALAMOS CONVERTIBLE FUND	P		2015-11-10
b	CALAMOS HIGH INCOME	P		2015-12-23
c	CALAMOS MARKET NEUTRAL INCOME	P		2015-11-10
d	CALAMOS HOTELS & RESORTS	P	2015-10-05	2015-12-11
e	CALAMOS CONVERTIBLE FUND	P		2015-11-10
	CALAMOS DISCOVERY GROWTH FUND	P		2015-09-15
	CALAMOS EVOLVING WORLD GROWTH	P		2015-09-15
	CALAMOS GROWTH CLASS A	P		2015-11-16
	CALAMOS HIGH INCOME	P		2015-12-23
	CALAMOS INTL'GROWTH FUND	P	2014-02-26	2015-12-23
	CALAMOS LONG/SHORT FUND	P	2013-11-04	2015-09-30
	CALAMOS MARKET NEUTRAL INCOME	P		2015-11-10
	CALAMOS MIDCAP GROWTH FUND	P	2013-11-04	2015-09-15
	CALAMOS OPPORT VALUE FUND	P		2015-12-25
	CALAMOS EVOLVING WORLD GROWTH	P	2010-05-13	2015-09-15
	CALAMOS GROWTH CLASS A	P		2015-12-31
	CALAMOS INTL'GROWTH FUND	P		2015-12-23
	CALAMOS MARKET NEUTRAL INCOME	P		2015-11-10
	HERTZ GLOBAL HLDGS INC.	P	2015-01-12	2015-11-30
	HOSPIRA INC.	P	2015-01-12	2015-09-03
	TOOTSIE ROLL IND - CASH-IN-LIEU	P	2015-04-10	2015-04-10
	ROLLS ROYCE HLDGS	P		2015-12-31
	WEATHERFORD INTL' PLC	P	2013-04-25	2015-11-30
	AT&T INC.	P		2015-07-27
	DIRECT TV	P		2015-07-27
	EXELIS INC.	P		2015-06-01
	GRAFTECH INTL' LTD	P	2008-11-12	2015-08-17
	MADISON SQUARE GARDEN	P		2015-09-30
	NATIONAL FUEL GAS CO	P	2009-06-17	2015-07-01
	STEEL EXCEL INC.	P	2010-09-17	2015-10-28
	ZEP INC.	P	2010-09-17	2015-10-28
	ROLLS ROYCE HLDGS	P	2006-01-23	2015-07-02
	MILLICOM INTL' CELLULAR	P	2010-01-20	2015-12-01

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	10,102	11,112	-1,010
b	9,121	10,940	-1,819
c	2,724	2,731	-7
d	31,772	35,748	-3,976
e	372,162	409,355	-37,193
	194,464	196,822	-2,358
	90,809	104,422	-13,613
	260,984	304,084	-43,100
	174,094	208,807	-34,713
	58,356	69,028	-10,672
	199,542	198,383	1,159
	222,824	223,454	-630
	252,120	238,130	13,990
	378,216	364,277	13,939
	108,050	103,256	4,794
	284,521	316,136	-31,615
	190,941	140,000	50,941
	190,137	199,077	-8,940
	31,611	46,314	-14,703
	27,000	18,503	8,497
	27		27
	535	535	0
	10,753	12,881	-2,128
	28	7	21
	39,900		39,900
	49,490	20,897	28,593
	7,575	7,643	-68
	52	12	40
	23,134	14,463	8,671
	12,668	22,263	-9,595
	20,050	14,018	6,032
	20,777	11,198	9,579
	17,584	23,595	-6,011

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			-1,010
b			-1,819
c			-7
d			-3,976
e			-37,193
			-2,358
			-13,613
			-43,100
			-34,713
			-10,672
			1,159
			-630
			13,990
			13,939
			4,794
			-31,615
			50,941
			-8,940
			-14,703
			8,497
			27
			0
			-2,128
			21
			39,900
			28,593
			-68
			40
			8,671
			-9,595
			6,032
			9,579
			-6,011

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-35,968
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 ...................		3	-12,991

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? Yes No

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))
2014	459,333	9,014,935	0.050952
2013	324,762	8,400,939	0.038658
2012	347,612	7,664,712	0.045352
2011	285,068	7,713,689	0.036956
2010	305,409	7,158,553	0.042664

Total of line 1, column (d) .....................

20.214582

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 . . .

0.042916

Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....

8,769,018

Multiply line 4 by line 3......................

376,331

Enter 1% of net investment income (1% of Part I, line 27b)...........

1,257

Add lines 5 and 6........................

377,588

Enter qualifying distributions from Part XII, line 4.............

530,528

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 (2015)

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	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	1,257
	hereand 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	1,257
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	1,257
6	Credits/Payments:

a	2015 estimated tax payments and 2014 overpayment credited to 2015	6a	9,175
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	9,175
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	7,918
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax7,918	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2015)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.BRANCHHILLFARM.ORG

The books are in care of bullet

CYNTHIA S WYATT Telephone no. bullet

(603) 473-2535

Located at bullet

307 APPLEBEE ROADMILTON MILLSNH ZIP+4 bullet

038524207

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here....... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2015, 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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2015?.............

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)):

At the end of tax year 2015, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2015?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2015 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 2015.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2015?

Form 990-PF (2015)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (Continued)

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2015)

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
CYNTHIA WYATT	CHAIR 40.00	119,368	3,585	855
100 BRANCH HILL ROAD MILTON MILLS,NH03851	CHAIR 40.00	119,368	3,585	855
BEVERLY SIEMON	TRUSTEE 5.00	0	0	0
37 THORNHILL ROAD RIVERSIDE,CT06878	TRUSTEE 5.00	0	0	0
CK TRIPP SIEMON	TRUSTEE 5.00	0	0	0
101 SIEMON COMPANY DRIVE WATERTOWN,CT06795	TRUSTEE 5.00	0	0	0
THOMAS COSTELLO	TRUSTEE 5.00	0	0	0
217 DINGLE ROAD BREWSTER,NY10509	TRUSTEE 5.00	0	0	0
PHILIP AUGER	TRUSTEE 5.00	0	0	0
PO BOX 33 STRAFFORD,NH03884	TRUSTEE 5.00	0	0	0
BRIAN WYATT	TRUSTEE 5.00	0	0	0
19 LAFORGE ROAD DARIEN,CT06820	TRUSTEE 5.00	0	0	0
JAMES STRUB	SECRETARY 5.00	0	0	0
SECOR CASSIDY WATERBURY,CT067232818	SECRETARY 5.00	0	0	0

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
ROBERT WAGNER	FARM MANAGER 35.00	64,910	1,947	0
PO BOX 305 UNION,NH03887	FARM MANAGER 35.00	64,910	1,947	0








Total number of other employees paid over $50,000...................				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............. bullet

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	CONSERVATION AND FORESTATION EXPENSES INCURRED FOR FOUNDATION'S MANAGED PROPERTIES	392,781
2


3


4

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 instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2015)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,397,729

Average of monthly cash balances.......................

504,827

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

8,902,556

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,902,556

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

133,538

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

8,769,018

Minimum investment return. Enter 5% of line 5..................

438,451

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

Tax on investment income for 2015 from Part VI, line 5......

Income tax for 2015. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

392,781

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

137,747

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

530,528

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).................

1,257

Adjusted qualifying distributions. Subtract line 5 from line 4..............

529,271

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 (2015)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2014	(c) 2014	(d) 2015
1 Distributable amount for 2015 from Part XI, line 7
2 Undistributed income, if any, as of the end of 2015:
a Enter amount for 2014 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2015:
a From 2010......
b From 2011......
c From 2012......
d From 2013......
e From 2014......
fTotal of lines 3a through e........
4Qualifying distributions for 2015 from Part
XII, line 4: $
a Applied to 2014, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2015 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2015.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2014. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2016. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........
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) .......
8Excess distributions carryover from 2010 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2016. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2011....
b Excess from 2012....
c Excess from 2013....
d Excess from 2014....
e Excess from 2015....

Form 990-PF (2015)

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 2015, enter the date of the ruling....... bullet

1996-06-05

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2015	(b) 2014	(c) 2013	(d) 2012	(e) Total
	111,629	112,963	166,318	150,683	541,593
b 85% of line 2a .........	94,885	96,019	141,370	128,081	460,354
c Qualifying distributions from Part XII, line 4 for each year listed .....	530,528	464,158	324,762	350,573	1,670,021
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........	45,500	34,750	22,550	21,950	124,750
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	485,028	429,408	302,212	328,623	1,545,271
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......					0
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)					0
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...	292,301	300,498	280,031	255,491	1,128,321
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) ....					0
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....					0
(3) Largest amount of support from an exempt organization					0
(4) Gross investment income					0

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).)

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.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

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 (2015)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACTON WAKEFIELD WATERSHED ALLIANCE 254 MAIN STREET UNION,NH03887		NON PROFIT	FUNDRAISING	1,500
AMERICAN CHESTNUT FOUNDATION 50 NORTH MEMORIAL AVEUNE ASHVILLE,NC28804		NON PROFIT	FUNDRAISING	300
APPALACHIAN MOUNTAIN TEEN PROJECT 85 BAY STREET WOLFEBORO,NH03894		NON PROFIT	FUNDRAISING	750
BEAR PAW REGIONAL GREENWAYS 63 NOTTINGHAM ROAD DEERFIELD,NH03037		NON PROFIT	FUNDRAISING	1,000
GLOBAL AWARENESS LOCAL ACTION PO BOX 2267 WOLFEBORO,NH03894		NON PROFIT	FUNDRAISING	1,000
GREEN MOUNTAIN CONSERVATION GROUP BOX 95 EFFINGHAM,NH03882		NON PROFIT	FUNDRAISING	500
LAND TRUST ALLIANCE 1660 L STREET NW SUITE 1100 WASHINGTON,DC20036		NON PROFIT	FUNDRAISING	3,000
MOOSE MOUNTAIN REGIONAL GREENWAYS PO BOX 191 UNION,NH03887		NON PROFIT	MATCH FOR FESTIVAL FUNDRAISER	11,000
NATIONAL PARK FOUNDATION 1110 VERMONT AVENUE WASHINGTON,DC20005		NON PROFIT	FUNDRAISING	100
NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON,VA222031606		NON PROFIT	FUNDRAISING	500
NEW HAMPSHIRE AUDUBON 84 SILK FARM ROAD CONCORD,NH03301		NON PROFIT	FUNDRAISING	250
NEW HAMPSHIRE CHARITABLE FOUNDATION 37 PLEASANT STREET CONCORD,NH03301		NON PROFIT	FUNDRAISING	1,000
NEW HAMPSHIRE TIMBERLAND OWNERS ASSOCIATION 54 PORTSMOUTH STREET CONCORD,NH03301		NON PROFIT	FUNDRAISING	2,000
NH ASSOCIATION OF CONSERVATION COMMISSIONS 54 PORTSMOUTH STREET CONCORD,NH03301		NON PROFIT	FUNDRAISING	1,000
NH FARM MUSEUM RT 125 WHITE MOUNTAIN HIGHWAY MILTON,NH03851		NON PROFIT	FUNDRAISING	1,000
NH PRESERVATION ALLIANCE 7 EAGLE SQUARE CONCORD,NH033020268		NON PROFIT	FUNDRAISING	250
NHF & G-NONGAME PROGRAM 11 HAZEN DRIVE CONCORD,NH03301		NON PROFIT	FUNDRAISING	1,000
NONGAME & ENDANGERED WILDLIFE PROGRAM 11 HAZEN DRIVE CONCORD,NH03301		NON PROFIT	FUNDRAISING	1,000
OCEAN CONSERVANCY 1300 19TH STREET NW WASHINGTON,DC20036		NON PROFIT	FUNDRAISING	100
SPACE 54 PORTSMOUTH STREET CONCORD,NH03301		NON PROFIT	FUNDRAISING	1,000
SOCIETY FOR THE PROTECTION OF NH FORESTS 54 PORTSMOUTH STREET CONCORD,NH03301		NON PROFIT	FUNDRAISING	7,500
SOUTHEAST LAND TRUST OF NEW HAMPSHIRE 12 CENTER STREET EXETER,NH03833		NON PROFIT	FUNDRAISING	1,000
STRAFFORD COUNTY 4-H ADVISORY COUNCIL 329 MAST ROAD GOFFSTOWN,NH03045		NON PROFIT	FUNDRAISING	250
THREE PONDS PROTECTIVE ASSOCIATION PO BOX 1242 MILTON,NH03851		NON PROFIT	FUNDRAISING	2,000
THREE RIVERS CONSERVANCY PO BOX 906 ACTON,ME040010906		NON PROFIT	FUNDRAISING	1,000
TOXIC ACTION CENTER 294 WASHINGTON STREET BOSTON,MA02108		NON PROFIT	FUNDRAISING	2,000
UNH COOP EXTENSION SAVING SPECIAL PLACES 200 BEDFORD STREET MANCHESTER,NH03101		NON PROFIT	FUNDRAISING	1,000
UNH COOPERATIVE EXTENSION 200 BEDFORD STREET MANCHESTER,NH03101		NON PROFIT	FUNDRAISING	2,500
Total ................................. 3a				45,500

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2015)

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	(e) Related or exempt function income (See instructions.)
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	977
4 Dividends and interest from securities....			14	171,800
5 Net rental income or (loss) from real estate:
aDebt-financed property......					-1,146
bNot debt-financed property.....			17	9,975
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	-35,968
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..			17	-42,876
11 Other revenue: aUSDA PAYMENTS			18	23,284
bMISC			18	5,562
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		132,754	-1,146

13Total. Add line 12, columns (b), (d), and (e)..................

13131,608

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
18	AMOUNTS ARE PAID TO ACCOMPLISH CHARITABLE PURPOSES AND ANY AMOUNTS
14	PAID TO ACQUIRE AN ASSET USED DIRECTLY IN CARRYING OUT THESE PURPOSES.

Form 990-PF (2015)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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 organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2015)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Name of the organization

THE CARL SIEMON FAMILY
CHARITABLE TRUST

Employer identification number

22-6670093

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2

Name of organization THE CARL SIEMON FAMILY CHARITABLE TRUST

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	CARL N SIEMON 9683 WILSHIRE LAKES BLVD NAPLES, FL34109	$ 200,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 3

Name of organization THE CARL SIEMON FAMILY CHARITABLE TRUST		Employer identification number 22-6670093

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
1	HOUSE AND LAND	$ 200,000	2015-11-05
(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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 4


Name of organization THE CARL SIEMON FAMILY CHARITABLE TRUST			Employer identification number 22-6670093
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No.from Part I

(b) Purpose 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

(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

(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

(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) (2015)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2015 AccountingFeesSchedule

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BLUM SHAPIRO	3,825	1,913	1,912	1,912

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2015 DepreciationSchedule

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income
WHITE CAPE REPAIRS	2008-06-01	4,561	1,069	SL	27.500000000000	166	166	166
NEW ROOF ON WHITE CAPE	2009-11-05	4,350	810	SL	27.500000000000	158	158	158
BUILDING REPAIRS	1998-06-30	15,487	6,569	SL	39.000000000000	397	397	397
BUILDING REPAIRS	2001-06-30	15,692	5,448	SL	39.000000000000	402	402	402
ROOF	2010-04-16	643	110	SL	27.500000000000	23	23	23
MACHINERY	1996-12-31	89,850	89,850	200DB	5.000000000000	0	0	0
EQUIPMENT	1997-12-31	30,000	30,000	200DB	5.000000000000	0	0	0
EQUIPMENT	1998-06-30	2,169	2,169	200DB	5.000000000000	0	0	0
EQUIPMENT	1999-06-30	5,425	5,425	200DB	5.000000000000	0	0	0
EQUIPMENT	2000-06-30	30,422	30,422	200DB	5.000000000000	0	0	0
EQUIPMENT - 50% BUSINESS	2004-10-17	19,696	9,848	200DB	5.000000000000	0	0	0
FENCING AND GATES	1998-06-30	1,974	1,974	200DB	7.000000000000	0	0	0
FENCING AND GATES-WOODLAND ACCESS	1996-06-30	10,156	5,078	200DB	7.000000000000	0	0	0
FENCING AND GATES	1999-06-30	4,273	4,273	200DB	7.000000000000	0	0	0
FENCING AND GATES	2000-06-30	1,010	1,010	200DB	7.000000000000	0	0	0
FENCING AND GATES	2001-07-11	9,444	9,444	200DB	7.000000000000	0	0	0
275 GALLON TANK	2008-05-12	1,649	1,598	150DB	7.000000000000	51	0	51
NEW FENCING	2009-11-02	627	477	150DB	7.000000000000	73	0	73
AIR COMPRESSOR	2001-03-27	1,521	1,521	200DB	7.000000000000	0	0	0
HAY BASKET	2001-07-17	2,807	2,807	200DB	7.000000000000	0	0	0
EQUIPMENT	2002-07-10	17,700	17,700	200DB	7.000000000000	0	0	0
EQUIPMENT	2004-06-08	17,985	17,985	200DB	7.000000000000	0	0	0
DUMP TRUCK	2006-04-19	6,500	6,500	200DB	7.000000000000	0	0	0
USED EASY TRAIL BLAZER	2006-06-21	2,700	2,700	200DB	7.000000000000	0	0	0
POWER WASHER	2006-09-21	1,108	1,108	200DB	7.000000000000	0	0	0
JOHN DEERE TRACTOR	2007-05-31	49,575	49,575	200DB	7.000000000000	0	0	0
EQUIPMENT	2007-05-31	1,300	1,300	200DB	7.000000000000	0	0	0
NEW FILE/STORAGE CABINET	2008-06-01	2,802	1,338	200DB	7.000000000000	63	0	63
FORKS FOR JOHN DEERE	2008-06-30	1,225	612	200DB	7.000000000000	0	0	0
NEW FRONTIER RAKE	2008-07-15	3,500	3,422	200DB	7.000000000000	78	0	78
LAND	1996-01-01	940,045		L		0	0	0
LAND-CARRIERO	1997-01-01	18,555		L		0	0	0
LAND-CONRAD	1997-01-01	8,445		L		0	0	0
LAND-BETTS	1997-01-01	10,308		L		0	0	0
LAND-VERVILLE	1997-01-01	97,133		L		0	0	0
LAND-BORIS	1997-01-01	6,700		L		0	0	0
LAND-PLUMMER	1998-01-01	116,098		L		0	0	0
LAND	1999-01-01	347,544		L		0	0	0
LAND	1999-01-01	2,056		L		0	0	0
LAND	1999-01-01	39,087		L		0	0	0
LAND	1999-01-01	38,876		L		0	0	0
LAND	1999-01-01	5,000		L		0	0	0
LAND	1999-01-01	5,000		L		0	0	0
LAND	2000-06-30	280,070		L		0	0	0
LAND	2001-01-01	87,040		L		0	0	0
LAND	2002-12-04	83,129		L		0	0	0
LAND	2003-12-15	29,819		L		0	0	0
LAND	2005-12-08	5,000		L		0	0	0
FITTS PROPERTY	2007-10-02	25,714		L		0	0	0
FITTS PROPERTY	2009-04-21	9,686		L		0	0	0
TIMBER	2000-01-01	338,280		L		0	0	0
LAND IMPROVEMENTS	2004-12-04	28,975	21,299	150DB	15.000000000000	0	0	1,932
LAND IMPROVEMENTS	2005-08-01	26,804	18,099	150DB	15.000000000000	2,317	0	2,317
LAND IMPROVEMENTS	2006-06-01	61,471	37,877	150DB	15.000000000000	4,882	0	4,882
LAND IMPROVEMENTS	2007-06-01	25,744	14,343	150DB	15.000000000000	0	0	1,716
NEW ALARM SYSTEM	2008-06-01	1,662	828	150DB	15.000000000000	0	0	111
UNDERGROUP CABLE	2008-06-01	1,170	876	150DB	15.000000000000	0	0	0
LAND IMPROVEMENTS PIGGOTT	2008-09-15	12,689	9,505	150DB	15.000000000000	375	0	375
GARAGE	2004-12-29	19,490	4,219	SL	39.000000000000	0	0	500
2007 TOYOTA HIGHLANDER	2007-06-26	37,270	24,821	200DB	5.000000000000	0	0	1,775
LAND-WILKENS	1998-01-01	18,855		L		0	0	0
2010 GMC SIERRA DUMP TRUCK	2010-12-09	28,000	20,971	200DB	7.000000000000	0	0	4,000
NEW BARN ROOF	2011-09-23	13,400	1,131	SL	39.000000000000	344	0	344
WOODLAND ACCESS	2011-08-23	7,728	669	SL	39.000000000000	198	0	198
USED JD LAWN TRACTOR	2011-08-17	900		SL	5.000000000000	0	0	180
LAND, LARRY BEAUSHESNE PURCHASE	2012-10-29	8,000		L		0	0	0
MICROWAVE	2012-11-02	211	105	SL	5.000000000000	0	0	42
REPLACEMENT FENCE	2012-04-25	2,350	840	SL	7.000000000000	336	0	336
FENCING	2012-08-15	2,791	997	SL	7.000000000000	399	0	399
FENCING AND GATES	2013-09-01	1,348	265	SL	7.000000000000	193	0	193
OVERHEAD DOOR	2013-11-15	3,692	593	SL	7.000000000000	527	0	527
FENCING AND GATES	2014-09-01	5,550	555	SL	5.000000000000	1,110	0	1,110
NEW OFFICE-WHITE HOUSE	2014-07-31	18,388	216	SL	39.000000000000	472	0	472
WHITE CAPE HOUSE IMPROVEMENTS	2014-10-15	26,961	204	SL	27.500000000000	980	0	980
BARN STRUCTURE IMPROVEMENTS	2014-07-01	19,575	230	SL	39.000000000000	502	0	502
WOODLAND ACCESS	2014-08-01	1,030	10	SL	39.000000000000	26	0	26
WOODLAND ACCESS	2015-06-25	15,758		SL	39.000000000000	219	0	219
FENCING	2015-03-24	2,089		SL	5.000000000000	208	0	208
HOUSE	2015-11-05	140,000		SL	39.000000000000	449	0	449
PIGGOT HILL LAND	2015-08-06	119,900		L		0	0	0
LAND FROM CARL NEIL	2015-11-05	60,000		L		0	0	0
OTHER ASSETS	2015-12-30	908		NC	0 %	0	0	0

- TIN:

TY 2015 InvestmentsCorpStockSchedule

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Name of Stock	End of Year Book Value	End of Year Fair Market Value
FIDELITY INVESTMENTS	3,750,766	3,742,588
GABELLI INVESTMENTS	2,584,394	4,201,733

- TIN:

TY 2015 InvestmentsLandSchedule2

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Category/ Item	Cost/Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
BUILDINGS	40,733	15,152	25,581	0

- TIN:

TY 2015 LandEtcSchedule2

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
BUILDINGS	241,506	9,867	231,639
FURNITURE & FIXTURES	2,802	2,802	0
LAND	2,700,340	0	2,700,340
MACHINERY & OTHER EQUIPMENT	351,513	321,027	30,486
OTHER	225,551	151,077	74,474

- TIN:

TY 2015 LegalFeesSchedule

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Category	Amount	Disbursements for Charitable Purposes
SECOR, CASSIDY	6,813	6,813
BCM	6,825	6,825
OTHER LAW FIRMS	2,243	2,243

- TIN:

TY 2015 OtherExpensesSchedule

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EDUCATIONAL PROGRAMS	8,021	8,021
INSURANCE	15,103	15,103
OFFICE SUPPLIES	4,500	4,500
VEHICLE EXPENSE	2,227	2,227
PAYROLL PROCESSING	2,882	2,882

- TIN:

TY 2015 OtherIncomeSchedule2

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
USDA PAYMENTS	23,284		23,284
MISC	5,562		5,562

- TIN:

TY 2015 OtherIncreasesSchedule

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Description	Amount
PRIOR YEAR ADJUSTMENT	24,858

- TIN:

TY 2015 OtherLiabilitiesSchedule

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Description	Beginning of Year - Book Value	End of Year - Book Value
SECURITY DEPOSITS	0	1,005

- TIN:

TY 2015 OtherProfessionalFeesSchedule

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CONSULTANT FEE	8,075	0	0	8,075
CONSULTANT FEE - FORESTRY	26,419	0	0	26,419
GABELLI INVESTMENT FEES	38,627	38,627	38,627	0
FIDELITY INVESTMENT FEES	15,654	13,840	13,840	0

- TIN:

TY 2015 TaxesSchedule

Name:

THE CARL SIEMON FAMILY

CHARITABLE TRUST

EIN:

22-6670093

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES ON INVESTMENTS	1,568	1,568	1,568	0
PROPERTY TAXES	18,310	0	0	18,310