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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$7,212,832J 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) 304,527
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,121 1,121  
4 Dividends and interest from securities... 101,868 101,868  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 89,530
b Gross sales price for all assets on line 6a 364,988
7 Capital gain net income (from Part IV, line 2)... 89,530
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........ 497,046 192,519  
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 41,771 41,771   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,942 684   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.......... 51,013 44,755 0 0
25 Contributions, gifts, grants paid....... 316,500 316,500
26 Total expenses and disbursements. Add lines 24 and 25 367,513 44,755 0 316,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 129,533
b Net investment income (if negative, enter -0-) 147,764
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 1,298 1,145 1,145
2 Savings and temporary cash investments......... 893,169 447,644 447,644
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)....... 1,561,276 Click to see attachment1,781,212 5,196,029
c Investments—corporate bonds (attach schedule)....... 600,735 Click to see attachment450,951 461,824
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 507,362 Click to see attachment1,027,948 1,106,190
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) 3,563,840 3,708,900 7,212,832
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,563,840 3,708,900
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,563,840 3,708,900
30 Total liabilities and net assets/fund balances (see instructions). 3,563,840 3,708,900
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,563,840
2
Enter amount from Part I, line 27a .....................
2
129,533
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
15,527
4
Add lines 1, 2, and 3 ..........................
4
3,708,900
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 29 .
6
3,708,900
Form 990-PF (2020)
Form 990-PF (2020)
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 1400. AFLAC INC   2003-12-11 2020-09-14
b . 1992 ELIZABETH AND NATHANIEL SALTONSTALL II CRUT     2020-12-31
c 700. CALAVO GROWERS INC   2019-12-04 2020-06-22
d 700. CARRIER GLOBAL CORPORATION   1996-10-22 2020-04-22
e 50000. EOG RESOURCES INC SR NT DTD 03/21/2014 2.45% 04/01/2020-2020   2017-12-21 2020-04-01
50000. EBAY INC SR GLBL NT DTD 07/28/2014 2.875   2014-09-17 2020-08-10
50000. FISERV INC SR GLBL NT DTD 05/22/2015 2.7   2015-06-10 2020-06-01
200. MICROSOFT CORP   2004-09-01 2020-06-22
350. OTIS WORLDWIDE CORP GLBL COM   1996-10-22 2020-04-22
1400. WELLS FARGO & CO   2000-06-27 2020-09-14
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 51,229   24,766 26,463
b 15,793     15,793
c 41,996   62,332 -20,336
d 10,223   1,904 8,319
e 50,000   50,000  
51,280   49,522 1,758
50,000   49,564 436
39,931   5,454 34,477
16,677   2,855 13,822
34,075   29,061 5,014
      3,784
      3,784
      3,784
      3,784
      3,784
      3,784
      3,784
      3,784
      3,784
      3,784
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       26,463
b       15,793
c       -20,336
d       8,319
e        
      1,758
      436
      34,477
      13,822
      5,014
       
       
       
       
       
       
       
       
       
       
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 89,530
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,054
c All other domestic foundations enter 1.39% 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 2,054
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 2,054
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,063
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 5,063
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,009
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet519 RefundedBullet 11 2,490
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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. Click to see attachment...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 NEIL PAULSON 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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    6,235,466
    b
    Average of monthly cash balances.......................
    1b
    834
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,236,300
    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
    6,236,300
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    93,545
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,142,755
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    307,138
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    307,138
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,054
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,054
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    305,084
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    305,084
    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
    305,084
    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
    316,500
    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
    316,500
    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
    316,500
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 305,084
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 28,065
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 316,500
    a Applied to 2019, but not more than line 2a 28,065
    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 2020 distributable amount..... 288,435
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		16,649
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    HANAHAUOLI SCHOOL
    1922 MAKKI STREET
    Honolulu,HI98622     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    ISLAND INSTITUTE
    PO BOX 648
    ROCKLAND,ME04841     		NONE PUBLIC UNRESTRICTED FOR GENERAL 12,000
    NATIONAL TRUST FOR HISTORIC
    PRESERVATION
    1785 MASS AVE NW
    WASHINGTON,DC20036     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    NATURE CONSERVANCY
    14 MAINE ST SUITE 401
    BRUNSWICK,ME04011     		NONE PUBLIC UNRESTRICTED FOR GENERAL 7,500
    OCEAN CONSERVANCY
    1300 19TH STREET NW SUITE 800
    WASHINGTON,DC20036     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    PROJECT GRACE
    PO BOX 6846
    Scarborough,ME04070     		NONE PUBLIC UNRESTRICTED FOR GENERAL 15,000
    PUNAHOU SCHOOL
    1601 PUNAHOU STREET
    Honolulu,HI96822     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    Camp Ketcha
    336 BLACK POINT ROAD
    Scarborough,ME04074     		NONE PUBLIC SUMMER CAMP SCHOLARSHIP 20,000
    SIERRA CLUB FOUNDATION
    85 SECOND STREET SUITE 750
    SAN FRANCISCO,CA94105     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    CAROLINA DAY SCHOOL
    1345 HENDERSONVILLE RD
    ASHVILLE,NC28809     		NONE PUBLIC UNRESTRICTED 17,000
    UNITED WAY OF GREATER PORTLAND
    PO BOX 15200
    PORTLAND,ME04112     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    WORLD WILDLIFE FUND
    1250 24TH NW
    WASHINGTON,DC20037     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    FISHER HOUSE FOUNDATION
    1401 ROCKVILLE PIKE SUITE 600
    ROCKVILLE,MD20852     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,000
    NATURAL RESOURCES COUNCIL OF MAINE
    3 WADE STREET
    AUGUSTA,ME04330     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    Camp Sunshine
    35 ACADI ROAD
    CISCO,ME05015     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,000
    COASTAL MAINE BOTANICAL GARDENS
    PO BOX 234
    BOOTHBAY,ME04537     		NONE PUBLIC ANNUAL FUND 1,000
    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 1,000
    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 CAMPERSHIP 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 3,000
    BRAIN AND BEHAVIOR RESEARCH FOUNDATION
    90 PARK AVENUE 16TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC UNRESTRICTED FOR GENERAL 3,000
    NATIONAL WILDLIFE FEDERATION
    PO BOX 1583
    MERRIFIELD,VA221161583     		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500
    Child & Family Agency of Southeastern
    Connecticut
    255 HEMPSTEAD STREET
    New London,CT06320     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,500
    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 25,000
    Riding To The Top
    14 LILAC DRIVE
    Windham,ME04062     		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 UNRESCTRICTED FOR GENERAL 7,500
    SCHOODIC INSTITUTE
    PO BOX 277
    WINTER HARBOR,ME04693     		NONE PUBLIC UNRESTRICTED FOR GENERAL 10,000
    THE ROOT CELLAR
    94 WASHINGTON AVE
    PORTLAND,ME04101     		NONE PUBLIC UNRESTRICTED FOR GENERAL 6,000
    NEW LONDON HOMELESS HOSPILITY CENTER
    PO BOX 1651
    NEW LONDON,CT06320     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,500
    LAUREL CIVIC ASSOCIATION
    PO BOX 511
    LAUREL,FL34272     		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000
    FRIENDS OF SCARBOROUGH MARSH
    PO BOX 7049
    SCARBOROUGH,ME04070     		NONE PUBLIC UNRECTRICTED FOR GENERAL 7,500
    CHILDREN'S MUSEUM AND THEATER
    OF MAINE
    PO BOX 4041
    PORTLAND,ME04101     		NONE PUBLIC 10 FAMILY SCHOLARSHIP 1,500
    CONNECTICUT AUDUBON SOCIETY
    314 UNQUOWA ROAD
    FAIRFIELD,CT06824     		NONE PUBLIC UNRESTRICTED FOR GENERAL 1,500
    PHIPPSBURG LAND TRUST
    PO BOX 123
    PHIPPSBURG,ME04562     		NONE PUBLIC CHARITY UNRESTRICTED FOR GENERAL 1,500
    LIGHTNER MUSEUM
    PO BOX 334
    ST AUGUSTINE,FL32085     		NONE PUBLIC CHARITY UNRESTRICTED FOR GENERAL 5,000
    BOYS & GIRLS CLUB OF NORTHEAST FLORIDA
    555 WEST 25TH STREET
    JACKSONVILLE,FL32206     		NONE PUBLIC CHARITY UNRESTRICTED FOR GENERAL 5,000
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001     		NONE PUBLIC CHARITY UNRESTRICTED FOR GENERAL 3,000
    LOVELAND COMMUNITY FOUNDATION
    427 N GARFIELD AVENUE
    LOVELAND,CO80539     		NONE PUBLIC CHARITY UNRESTRICTED FOR GENERAL 5,000
    FLAGLER HEALTHCARE FOUNDATION
    PO BOX 860216
    ST AUGUSTINE,FL32086     		NONE PUBLIC CHARITY UNRESTRICTED FOR GENERAL 5,000
    SCARBOROUGH LIBRARY
    48 GORHAM RD
    SCARBOROUGH,ME04074     		NONE PUBLIC CHARITY OPERATING FUND 5,000
    CAMP SUSAN CURTIS
    1321 WASHINGTON AVE
    PORTLAND,ME04103     		NONE PUBLIC CHARITY OPERATING FUND 2,000
    ST ALBAN'S EPISCOPAL CHURCH
    885 SHORE ROAD
    CAPE ELIZABETH,ME04107     		NONE PUBLIC CHARITY OPERATING FUND 5,000
    SAFE PET RESCUE
    6101 A1A
    ST AUGUSTINE,FL32080     		NONE PUBLIC CHARITY OPERATING FUND 1,000
    MISSION K-9 RESCUE
    PO BOX 395
    NEEDVILLE,TX77461     		NONE PUBLIC CHARITY OPERATING FUND 2,000
    OLYMPIA SNOWE'S WOMEN'S
    LEADERSHIP INSTITUTE
    ONE CANAL PLAZA
    PORTLAND,ME04101     		NONE PUBLIC CHARITY OPERATING FUND 2,000
    ALL FAITHS FOOD BANK
    8171 BLAIKIE COURT
    SARASOTA,FL34240     		NONE PUBLIC CHARITY OPERATING FUND 4,000
    A PLACE CALLED HOME
    2830 S CENTRAL AVE
    LOS ANGELES,CA90011     		NONE PUBLIC CHARITY OPERATING FUND 3,000
    GARY SINISE FOUNDATION
    PO BOX 368
    WOODLAND HILLS,CA91365     		NONE PUBLIC CHARITY OPERATING FUND 4,000
    FEEDING AMERICA
    161 NORTH CLARK STREET
    CHICAGO,IL60601     		NONE PUBLIC CHARITY OPERATING FUND 7,000
    Total .................................bullet 3a 316,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 1,121  
    4 Dividends and interest from securities....     14 101,868  
    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 89,530  
    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)..   192,519  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    192,519
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
          		Employer identification number
    22-3208197
    Part I
    Contributors
    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

    		$ 304,527


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    1
    		 SECURITES $ 130,457 2020-09-17
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 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 2020 ExplnOfNonFilingWithAGStmt
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Statement:
    PRESENTLY EXEMPT FROM FLORIDA REPORTING

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50000 GOLDMAN SACHS GROUP INC 50,151 52,831
    50000 EBAY INC SR GLBL NT    
    50000 BECTON DICKINSON & CO 49,965 51,108
    50000 FISERV INC SR GLBL NT    
    50000 WALGREEN CO SR NT 50,211 52,193
    50000 EOG RESOURCES INC    
    50000 WELLS FARGO & CO NEW 50,043 50,169
    50000 MCDONALDS CORP SR NT 50,266 51,206
    50000 SYSCO CORP NOTE 50,076 51,530
    50000 UNITED PARCEL SERVICE SR 50,048 50,041
    50000 TORONTO DOMINION BANK DT 50,013 50,658
    50000 NETAPP INC DTD 12/12/201 50,178 52,088

    TY 2020 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    
    1000 SHS AUTOMATIC DATA PROCES 35,997 176,200
    1200 SHS CARMAX INC 10,570 113,352
    800 SHS CHEVRON CORP NEW 42,552 67,560
    800 SHS DANHER CORP 15,655 177,712
    3428 SHS IRON MOUNTAIN INC PA 83,048 101,057
    1000 SHS JOHNSON & JOHNSON 62,413 157,380
    1200 SHS MICROSOFT CORP 31,812 266,904
    450 SHS O'REILLY AUTOMATIVE I 9,246 203,656
    1000 SHS PEPSICO INC 44,947 148,300
    700 SHS STRYKER CORP 38,254 171,528
    700 SHS UNITED TECHNOLOGIES    
    1400 SHS WELLS FARGO & CO NEW    
    1400 SHS CHURCH & DWIGHT CO 47,276 122,122
    700 SHS ECHOLAB INC 30,814 151,452
    695 SHS PROCTOR & GAMBLE CO 40,557 96,702
    800 SHS QUALCOMM INC 33,600 121,872
    600 SHS HOME DEPOT INC 12,174 159,372
    600 SHS MCDONALDS CORP 46,416 128,748
    800 SHS VISA INC CLASS A 15,013 174,984
    1800 SHS TORONTO DOMINION BANK 72,593 101,556
    2200 SHS APPLE INC 40,522 291,918
    1000 SHS MERCK & CO INC 44,727 81,800
    600 SHS CHECKPOINT SOFTWARE 39,838 79,746
    400 SHS ANSYS 29,497 145,520
    1085 SHS JP MORGAN CHASE & CO 80,654 137,871
    175 SHS METTLER TOLEDO INTL 35,739 199,444
    1000 SHS RESMED INC 46,617 212,560
    50 SHS ALPHABET INC CAP STK CL 13,305 87,594
    50 SHS ALPHABET INC CAP STK CL 13,307 87,632
    900 SHS FISERV INC 38,058 102,474
    300 SHS FACEBOOK INC 38,660 81,948
    1200 SHS FORTIVE CORP 46,399 84,984
    340 SHS ROPER TECHNOLOGIES 71,602 146,571
    700 SHS CHUBB LIMITED 88,189 107,744
    25 BOOKING HLDGS INC 37,377 55,682
    600 SHS STANLEY BLACK & DECKER 89,320 107,136
    700 SHS CALAVO GROWERS    
    900 SHS GALLAGHER ARTHUR J & C 74,493 111,339
    500 SHS WATSCO INC 89,529 113,275
    1200 SHS VERIZON 72,096 70,500
    600 SHS AFLAC 11,928 26,682
    200 SHS CVS HEALTH CORPORATION 8,542 13,660
    100 SHS EXPEDITORS 1,861 9,511
    600 SHS GENERAL ELECTRIC 5,110 6,480
    900 SHS RAYTHEON 8,146 64,359
    400 SHS INTEL CORP 3,625 19,928
    480 SHS VONTIER CORPORATION 8,035 16,033
    1000 SHS BALL CORP 71,099 93,181

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1100 SHS ISHARES IBOXX CORPORA AT COST 114,380 151,943
    1300 SHS VANGUARD INTERMEDIATE AT COST 101,613 120,705
    5000 SHS FIRST TRUST NORTH AME AT COST 106,912 104,850
    2000 ISHARES SHORT-TERM CORPOR AT COST 104,363 110,340
    2000 VANGUARD FTSE ALL WORLD AT COST 100,680 116,720
    54407 SHS FEDERATED HERMES ULT AT COST 500,000 501,632

    TY 2020 OtherIncreasesSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Description Amount
    PRIOR PERIOD CORRECTION - FIRST TRUST 5,869
    PRIOR PERIOD CORRECTION - IRON MTN 195
    PRIOR PERIOD CORRECTION - QUALCOMM 1,792
    PRIOR PERIOD CORRECTION 7,671


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 41,771 41,771    


    TY 2020 SubstantialContributorsSch
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Name Address
    SALTONSTALL CLUT
          		45 SCHOOL STREET 5TH FLOOR
    BOSTON,MA02108


    TY 2020 TaxesSchedule
    Name:
    SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
    EIN:
    22-3208197
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 470 470   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,195 0   0
    FEDERAL ESTIMATED TAX 5,063 0   0
    FOREIGN TAXES ON QUALIFIED FOR 158 158   0
    FOREIGN TAXES ON NONQUALIFIED 56 56   0