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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,003,784J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 330,420
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,481 1,481  
4 Dividends and interest from securities... 101,239 99,400  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,904
b Gross sales price for all assets on line 6a 429,124
7 Capital gain net income (from Part IV, line 2)... 43,904
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........ 477,044 144,785  
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 2,300 2,300 0 0
c Other professional fees (attach schedule).... Click to see attachment 35,935 35,935   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,110 497   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.......... 40,345 38,732 0 0
25 Contributions, gifts, grants paid....... 220,000 220,000
26 Total expenses and disbursements. Add lines 24 and 25 260,345 38,732 0 220,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 216,699
b Net investment income (if negative, enter -0-) 106,053
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 344,374 698,368 698,368
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)....... 1,436,882 Click to see attachment1,404,116 3,082,050
c Investments—corporate bonds (attach schedule)....... 702,789 Click to see attachment701,993 692,146
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 680,623 Click to see attachment576,890 531,220
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) 3,164,668 3,381,367 5,003,784
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 Foundations that follow SFAS 117, check here bullet
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 bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,164,668 3,381,367
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)..... 3,164,668 3,381,367
31 Total liabilities and net assets/fund balances (see instructions). 3,164,668 3,381,367
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
3,164,668
2
Enter amount from Part I, line 27a .....................
2
216,699
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,381,367
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
3,381,367
Form 990-PF (2018)
Form 990-PF (2018)
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 . BANK OF AMERICA CORPORATION     2018-08-31
b 50000. CVS HEALTH CORPORATION NOTE DTD 12/05/2013 2.25% 12/05/2018-201   2013-12-24 2018-12-05
c 2000. GENERAL ELEC CO   2013-06-03 2018-04-26
d 150. ISHARES IBOXX $ INVST GRADE CRP BOND (MK   2012-10-11 2018-06-12
e 100. ISHARES IBOXX $ INVST GRADE CRP BOND (MK   2012-10-11 2018-09-24
150. ISHARES SHORT-TERM CORPORATE BOND ETF   2012-10-11 2018-06-12
400. ISHARES SHORT-TERM CORPORATE BOND ETF   2012-10-11 2018-09-24
50000. KENNAMETAL INC SR NT DTD 11/07/2012 2.65   2013-06-03 2018-07-09
175. MIDDLEBY CORP   2017-10-04 2018-04-26
325. MIDDLEBY CORP   2016-10-06 2018-04-26
200. PRAXAIR INC   2008-11-14 2018-09-21
100. PRAXAIR INC   2013-06-03 2018-09-21
200. PRAXAIR INC   2008-11-14 2018-10-30
100. SCHLUMBERGER LTD   2013-06-03 2018-12-19
600. SCHLUMBERGER LTD   2004-04-13 2018-12-19
500. STERICYCLE INC   2004-09-01 2018-04-26
200. VANGUARD INTERMEDIATE-TERM BOND ETF (MKT   2012-10-11 2018-06-12
200. VANGUARD INTERMEDIATE-TERM BOND ETF (MKT   2012-10-11 2018-09-24
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 83     83
b 50,000   50,000  
c 28,560   45,811 -17,251
d 17,140   18,376 -1,236
e 11,429   12,251 -822
15,523   15,839 -316
20,686   21,119 -433
50,000   50,070 -70
22,275   22,560 -285
41,368   39,182 2,186
33,161   12,542 20,619
16,581   11,509 5,072
32,903   12,542 20,361
3,823   7,306 -3,483
22,938   18,653 4,285
30,422   11,818 18,604
16,082   18,023 -1,941
16,038   17,619 -1,581
      112
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       83
b        
c       -17,251
d       -1,236
e       -822
      -316
      -433
      -70
      -285
      2,186
      20,619
      5,072
      20,361
      -3,483
      4,285
      18,604
      -1,941
      -1,581
       
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 43,904
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))
2017 220,000 4,507,135 0.048811
2016 216,631 3,999,745 0.054161
2015 193,567 3,660,387 0.052882
2014 196,299 3,667,721 0.053521
2013 82,883 3,181,731 0.02605
2
Total of line 1, column (d) .....................
2
0.235425
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047085
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,947,222
5
Multiply line 4 by line 3......................
5
232,940
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,061
7
Add lines 5 and 6........................
7
234,001
8
Enter qualifying distributions from Part XII, line 4,.............
8
220,000
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 2,121
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 2,121
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 2,121
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,250
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 1,250
8 Enter any penalty for underpayment of estimated tax. Check here 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 9 871
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see 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 .Click to see attachment
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 BEAN Telephone no.bullet (617) 523-1635

    Located atbullet45 SCHOOL ST 5TH FLOORBOSTONMA ZIP+4bullet02108
    15
    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
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
     
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    ELIZABETH SALTONSTALL TRUSTEES
    1     		0    
    15 PIPER ROAD APT J-106
    SCARBOROUGH,ME04074
    N STEWART SALTONSTALL TRUSTEE
    1     		0    
    488 OCEAN FOREST DR
    ST AUGUSTINE,FL32080
    EDWARD A HASLER TRUSTEE
    1     		0    
    3528 PALONIA CT
    SARASOTA,FL34239
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    5,022,560
    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
    5,022,560
    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
    5,022,560
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    75,338
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,947,222
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    247,361
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
    247,361
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,121
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,121
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    245,240
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    245,240
    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
    245,240
    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
    220,000
    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
    220,000
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    220,000
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 245,240
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 3,433
    d From 2016...... 18,382
    e From 2017...... 0
    fTotal of lines 3a through e........ 21,815
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 220,000
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 220,000
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 21,815 21,815
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		3,425
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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 5,000
    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 2,500
    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 2,500
    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 5,000
    PROJECT GRACE
    PO BOX 6846
    Scarborough,ME04070     		NONE PUBLIC UNRESTRICTED FOR GENERAL 12,500
    PUNAHOU SCHOOL
    1601 PUNAHOU STREET
    Honolulu,HI96822     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    Camp Ketcha
    336 BLACK POINT ROAD
    Scarborough,ME04074     		NONE PUBLIC SUMMER CAMP SCHOLARSHIP 12,500
    SIERRA CLUB FOUNDATION
    85 SECOND STREET SUITE 750
    SAN FRANCISCO,CA94105     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    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 UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE PUBLIC YALE ALUMNI FUND 2,500
    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 2,500
    Camp Sunshine
    35 ACADI ROAD
    CISCO,ME05015     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    COASTAL MAINE BOTANICAL GARDENS
    PO BOX 234
    BOOTHBAY,ME04537     		NONE PUBLIC ANNUAL FUND 1,500
    DANA-FARBER CANCER INSTITUTE
    PO BOX 849168
    BOSTON,MA02284     		NONE PUBLIC WEEI SUMMER TELETHON 7,500
    PORTLAND MUSEUM OF ART
    SEVEN CONGRESS SQUARE
    PORTLAND,ME04101     		NONE PUBLIC UNRESTRICTED 7,500
    SCARBOROUGH LAND TRUST
    PO BOX 1237
    SCARBOROUGH,ME04070     		NONE PUBLIC UNRESTRICTED FOR GENERAL 7,500
    FARNSWORTH ART MUSEUM
    16 MUSEUM STREET
    ROCKLAND,ME04841     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    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 7,500
    HABITAT FOR HUMANITY
    659 WARREN AVENUE
    PORTLAND,ME04103     		NONE PUBLIC UNRESTRICTED FOR GENERAL 7,500
    THE ALGONQUIN CHANPERSHIP FUND
    THE ROCHESTER AREA COMMUNITY FDN
    500 EAST AVENUE
    ROCHESTER,NY14625     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    COLORADO BEAGLE RESCUE
    PO BOX 2704
    LITTLETON,CO801612704     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    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 2,500
    Child & Family Agency of Southeastern
    Connecticut
    255 HEMPSTEAD STREET
    New London,CT06320     		NONE PUBLIC UNRESTRICTED FOR GENERAL 4,000
    Good Shepherd Food Bank
    PO BOX 1870
    Auburn,ME04211     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    Maine Medical Center
    22 BRAMHALL STREET
    Portland,ME04102     		NONE PUBLIC FOR MAINE TRACKS 7,500
    Riding To The Top
    14 LILAC DRIVE
    Windham,ME04062     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    Pine Tree Society
    PO BOX 518
    Bath,ME04530     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    Preble Street
    38 PREBLE STREET
    Portland,ME04101     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    MAINE AUDUBON SOCIETY
    20 GILSLAND FARM ROAD
    FALMOUTH,ME04105     		NONE PUBLIC UNRECTRICTED FOR GENERAL 2,500
    SCHOODIC INSTITUTE
    PO BOX 277
    WINTER HARBOR,ME04693     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    THE ROOT CELLAR
    94 WASHINGTON AVE
    PORTLAND,ME04101     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    SOUTHEAST GEORGIA COMMUNITY FOUNDATION
    1626 FREDERICA ROAD
    ST SIMONS ISLAND,GA31522     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,000
    NORTH FLORIDA LAND TRUST
    2038 GILMORE STREET
    JACKSONVILLE,FL32204     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,000
    FOLDS OF HONOR
    5800 N PATRIOT DRIVE
    OWASSO,OK74055     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,000
    DOLPHIN CONSERVATION CENTER
    9600 NORTH SHORE BLVD
    ST AUGUSTINE,FL32080     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,000
    BETTY GRIFFIN HOUSE
    1375 ARAPAHO AVENUE
    ST AUGUSTINE,FL32080     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    NEW LONDON HOMELESS HOSPILITY CENTER
    PO BOX 1651
    NEW LONDON,CT06320     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    LAUREL CIVIC ASSOCIATION
    PO BOX 511
    LAUREL,FL34272     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    TIME IS NOW
    PO BOX 1
    LAKE GENEVA,WI53147     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    LITERACY COUNCIL OF HIGHLANDS
    348 SOUTH 5TH STREET
    HIGHLAND,NC28741     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,000
    FRIENDS OF SCARBOROUGH MARSH
    PO BOX 7049
    SCARBOROUGH,ME04070     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,000
    OLD LYME LAND TRUST
    PO BOX 163
    OLD LYME,CT06371     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,500
    CONNECTICUT AUDUBON SOCIETY
    314 UNQUOWA ROAD
    FAIRFIELD,CT06824     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,500
    NATIONAL MILITARY FAMILY ASSOCIATION
    3601 EISENHOWER AVE SUITE 425
    ALEXANDRIA,VA22304     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    FRIENDS OF ACADIA
    43 COTTAGE STREET
    BAR HARBOR,ME04609     		NONE PUBLIC YOUTH CONSERVATION CORPS. 2,500
    CHILDREN'S MUSEUM & THEATER OF MAINE
    142 FREE STREET
    PORTLAND,ME04101     		NONE PUBLIC FOR 10 FAMILY SCHOLARSHIP 1,500
    Total .................................bullet 3a 220,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 1,481  
    4 Dividends and interest from securities....     14 101,239  
    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 43,904  
    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)..   146,624  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    146,624
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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
    SALTONSTALL CLUT
     
    45 SCHOOL STREET 5TH FLOOR
     
    BOSTON, MA02108

    		$ 330,420


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,300 2,300    

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Statement:
    PRESENTLY EXEMPT FROM FLORIDA REPORTING

    TY 2018 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 50,357 50,539
    50000 JPMORGAN CHASE & CO 49,908 49,502
    50000 GOLDMAN SACHS GROUP INC 50,238 49,684
    50000 CVS HEALTH CORP    
    50000 KENNAMETAL INC SR NT    
    50000 EBAY INC SR GLBL NT 49,522 49,302
    50000 BECTON DICKINSON & CO 49,965 49,313
    50000 FISERV INC SR GLBL NT 49,564 49,628
    50000 WALGREEN CO SR NT 50,410 48,775
    50000 EOG RESOURCES INC 50,092 49,516
    50000 WELLS FARGO & CO NEW 50,209 49,178
    50000 MCDONALDS CORP SR NT 50,606 48,990
    50000 SYSCO CORP NOTE 50,174 48,216
    50000 DU PONT EI DE NEMOURS & 50,655 48,888
    50000 UNITED PARCEL SERVICE SR 50,231 50,410
    50000 TORONTO DOMINION BANK DT 50,062 50,205

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1400 SHS AFLAC INC 24,765 63,785
    1000 SHS AUTOMATIC DATA PROCES 36,464 131,120
    1200 SHS CARMAX INC 10,570 75,276
    600 SHS CHEVRON CORP NEW 42,442 65,274
    800 SHS DANHER CORP 15,655 82,496
    1072 SHS IRON MOUNTAIN INC PA 14,975 34,744
    800 SHS JOHNSON & JOHNSON 50,217 103,240
    1500 SHS MICROSOFT CORP 40,030 152,355
    350 SHS O'REILLY AUTOMATIVE I 5,757 120,516
    800 SHS PEPSICO INC 36,779 88,384
    500 SHS STERICYCLE INC    
    600 SHS STRYKER CORP 31,755 94,050
    700 SHS UNITED TECHNOLOGIES 11,112 74,536
    1400 SHS WELLS FARGO & CO NEW 29,061 64,512
    1400 SHS CHURCH & DWIGHT CO 47,276 92,064
    700 SHS ECHOLAB INC 30,814 103,145
    500 SHS PROCTOR & GAMBLE CO 31,695 45,960
    1000 SHS CVS HEALTH CORP 39,070 65,520
    500 SHS PRAXAIR INC    
    800 SHS QUALCOMM INC 35,392 45,528
    700 SHS HOME DEPOT INC 14,203 120,274
    600 SHS MCDONALDS CORP 46,416 106,542
    1000 SHS VISA INC CLASS A 18,767 131,940
    1200 SHS TORONTO DOMINION BANK 43,565 59,664
    700 SHS APPLE INC 54,153 110,418
    2000 SHS GENERAL ELERTRIC CO.    
    1000 SHS MERCK & CO INC 44,727 76,410
    600 SHS CHECKPOINT SOFTWARE 39,838 61,590
    400 SHS ANSYS 29,497 57,176
    800 SHS JP MORGAN CHASE & CO 51,727 78,096
    175 SHS METTLER TOLEDO INTL 35,739 98,976
    1000 SHS RESMED INC 46,617 113,870
    50 SHS ALPHABET INC CAP STK CL 13,305 51,780
    50 SHS ALPHABET INC CAP STK CL 13,307 52,248
    900 SHS FISERV INC 38,058 66,141
    125 SHS ALLERGAN PLC SHS 37,287 16,708
    300 SHS FACEBOOK INC 38,660 39,327
    1200 SHS FORTIVE CORP 54,434 81,192
    500 SHS MIDDLEBY CORP    
    25 SHS PRICELINE GRP    
    340 SHS ROPER TECHNOLOGIES 71,602 90,617
    400 SHS CHUBB LIMITED 51,688 51,672
    25 BOOKING HLDGS INC 37,377 43,060
    600 SHS STANLEY BLACK & DECKER 89,320 71,844
    700 SHS SCHLUMBERGER LTD    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1000 SHS ISHARES IBOXX CORPORA AT COST 104,420 112,820
    1250 SHS ISHARES 1-3 YEAR      
    1600 SHS VANGUARD INTERMEDIATE AT COST 93,964 97,548
    3600 SHS FIRST TRUST NORTH AME AT COST 80,219 77,220
    5000 SHS KAYNE ANDERSON MLP AT COST 113,139 68,800
    4000 SHS MANNING & NAPIER OVER AT COST 91,300 81,880
    1800 ISHARES SHORT-TERM CORPOR AT COST 93,848 92,952

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 35,935 35,935    


    TY 2018 TaxesSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 366 366   0
    FEDERAL TAX PAYMENT - PRIOR YE 363 0   0
    FEDERAL ESTIMATED TAX 1,250 0   0
    FOREIGN TAXES ON QUALIFIED FOR 131 131   0