Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,724,003J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 220 220  
4 Dividends and interest from securities... 143,017 142,934  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 163,718
b Gross sales price for all assets on line 6a 473,080
7 Capital gain net income (from Part IV, line 2)... 163,718
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)....... Click to see attachment
List of Attached Documents:
// Content
1,888    
12 Total. Add lines 1 through 11........ 308,843 306,872  
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
List of Attached Documents:
// Content
2,300 2,300 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
46,731 46,731   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,775 1,219   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.......... 52,806 50,250 0 0
25 Contributions, gifts, grants paid....... 460,000 460,000
26 Total expenses and disbursements. Add lines 24 and 25 512,806 50,250 0 460,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -203,963
b Net investment income (if negative, enter -0-) 256,622
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,057 2,289 2,289
2 Savings and temporary cash investments......... 462,148 273,514 273,514
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 99,305 Click to see attachment
List of Attached Documents:
// Content
98,937 		100,930
b Investments—corporate stock (attach schedule)....... 2,168,464 Click to see attachment
List of Attached Documents:
// Content
2,122,459 		6,209,500
c Investments—corporate bonds (attach schedule)....... 757,238 Click to see attachment
List of Attached Documents:
// Content
903,679 		887,040
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 321,972 Click to see attachment
List of Attached Documents:
// Content
205,343 		250,730
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,810,184 3,606,221 7,724,003
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,810,184 3,606,221
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)..... 3,810,184 3,606,221
30 Total liabilities and net assets/fund balances (see instructions). 3,810,184 3,606,221
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
3,810,184
2
Enter amount from Part I, line 27a .....................
2
-203,963
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,606,221
5
Decreases not included in line 2 (itemize) right arrow
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
3,606,221
Form 990-PF (2023)
Form 990-PF (2023)
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 200. APPLE COMPUTER INC   2013-06-03 2023-05-26
b 100. GALLAGHER ARTHUR J & CO   2019-05-08 2023-12-08
c 50000. GOLDMAN SACHS GROUP INC DTD 01/23/2018 3   2019-05-08 2023-02-23
d 300. ISHARES IBOXX $ INVST GRADE CRP BOND (MK   2012-10-11 2023-08-29
e 800. ISHARES IBOXX $ INVST GRADE CRP BOND (MK   2010-06-14 2023-08-29
100. MICROSOFT CORP   2004-09-01 2023-05-26
40. O REILLY AUTOMOTIVE INC   2002-06-10 2023-05-26
25. O REILLY AUTOMOTIVE INC   2002-06-10 2023-12-08
600. TORONTO DOMINION BANK ONTARIO NEW   2020-09-14 2023-12-08
100000. U S TREASURY NOTE NOTE DTD 08/15/2013 2.   2022-08-24 2023-08-15
250. VERALTO CORP COM SHS   2005-04-22 2023-12-08
(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 35,022   3,192 31,830
b 23,983   8,277 15,706
c 50,000   50,000  
d 31,684   33,959 -2,275
e 84,492   80,421 4,071
33,198   2,727 30,471
37,041   658 36,383
23,612   411 23,201
35,447   29,028 6,419
100,000   99,305 695
18,601   1,384 17,217
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       31,830
b       15,706
c        
d       -2,275
e       4,071
      30,471
      36,383
      23,201
      6,419
      695
      17,217
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 2 163,718
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
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 right arrow 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) 1 3,567
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,567
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 3,567
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,408
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 3,408
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.......right arrow 9 159
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
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
List of Attached Documents:
// Content
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWELCH & FORBES LLC, C/O NEIL PAULSON Telephone no.right arrow (617) 523-1635

Located atright arrow45 SCHOOL ST 5TH FLOORBOSTONMA ZIP+4right arrow02108
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
7,343,173
b
Average of monthly cash balances.......................
1b
4,188
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,347,361
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
7,347,361
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
110,210
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,237,151
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
361,858
Part X
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 IX, line 6..................
1
361,858
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,567
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,567
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
358,291
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
358,291
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 XII, line 1 ...
7
358,291
Part XI
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
460,000
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
460,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 358,291
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 33,145
f Total of lines 3a through e ........ 33,145
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 460,000
a Applied to 2022, 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 2023 distributable amount..... 358,291
e Remaining amount distributed out of corpus 101,709
5 Excess distributions carryover applied to 2023. 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 5 134,854
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		134,854
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 33,145
e Excess from 2023.... 101,709
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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
SCIENCES
PO BOX 475
W BOOTHBAY HARBOR,ME04575 		NONE PC UNRESTRICTED FOR GENERAL 5,000

HANAHAUOLI SCHOOL

1922 MAKKI STREET
HONOLULU,HI98622 		NONE PC UNRESTRICTED FOR GENERAL 1,000

ISLAND INSTITUTE

PO BOX 648
ROCKLAND,ME04841 		NONE PC UNRESTRICTED FOR GENERAL 7,000

NATIONAL AUDUBON SOCIETY
PROJECT PUFFIN
311 MAIN STREET
ROCKLAND,ME04841 		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,000

NATURE CONSERVANCY OF MAINE

14 MAIN ST SUITE 401
BRUNSWICK,ME04011 		NONE PC UNRESTRICTED FOR GENERAL 24,000

OCEAN CONSERVANCY

1300 19TH STREET NW SUITE 800
WASHINGTON,DC20036 		NONE PC UNRESTRICTED FOR GENERAL 5,000

PROJECT GRACE

PO BOX 6846
SCARBOROUGH,ME04070 		NONE PC UNRESTRICTED FOR GENERAL 5,000

PUNAHOU SCHOOL

1601 PUNAHOU STREET
HONOLULU,HI96822 		NONE PC UNRESTRICTED FOR GENERAL 1,000

CAMP KETCHA

336 BLACK POINT ROAD
SCARBOROUGH,ME04074 		NONE PC SUMMER CAMP SCHOLARSHIP 1,000

FISHER HOUSE FOUNDATION

1401 ROCKVILLE PIKE SUITE 600
ROCKVILLE,MD20852 		NONE PC UNRESTRICTED FOR GENERAL 1,000

CAMP SUNSHINE

35 ACADIA ROAD
CASCO,ME04015 		NONE PC UNRESTRICTED FOR GENERAL 1,000

COASTAL MAINE BOTANICAL GARDENS

PO BOX 234
BOOTHBAY,ME04537 		NONE PC ANNUAL FUND 1,000

PORTLAND MUSEUM OF ART

SEVEN CONGRESS SQUARE
PORTLAND,ME04101 		NONE PC UNRESTRICTED 6,000

SCARBOROUGH LAND TRUST

PO BOX 1237
SCARBOROUGH,ME04070 		NONE PC UNRESTRICTED FOR GENERAL 3,000

FARNSWORTH ART MUSEUM

16 MUSEUM STREET
ROCKLAND,ME04841 		NONE PC UNRESTRICTED FOR GENERAL 1,000

CRONN'S & ULCERATIVE COLITIS FOUNDATION

PO BOX 1245
ALBERT LEA,MN560079976 		NONE PUBLIC UNRESTRICTED FOR GENERAL 5,000

GOOD SHEPHERD FOOD BANK

PO BOX 1870
AUBURN,ME04211 		NONE PC UNRESTRICTED FOR GENERAL 7,000

MAINE MEDICAL CENTER

22 BRAMHALL STREET
PORTLAND,ME04102 		NONE PC FOR MAINE TRACKS 25,000

RIDING TO THE TOP

14 LILAC DRIVE
WINDHAM,ME04062 		NONE PC UNRESTRICTED FOR GENERAL 3,000

PREBLE STREET

38 PREBLE STREET
PORTLAND,ME04101 		NONE PC UNRESTRICTED FOR GENERAL 3,000

MAINE AUDUBON SOCIETY

20 GILSLAND FARM ROAD
FALMOUTH,ME04105 		NONE PC UNRESCTRICTED FOR GENERAL 10,000

SCHOODIC INSTITUTE

PO BOX 277
WINTER HARBOR,ME04693 		NONE PC UNRESTRICTED FOR GENERAL 10,000

THE ROOT CELLAR

94 WASHINGTON AVE
PORTLAND,ME04101 		NONE PC UNRESTRICTED FOR GENERAL 3,000

NORTH FLORIDA LAND TRUST

2038 GILMORE STREET
JACKSONVILLE,FL32204 		NONE PC UNRESTRICTED FOR GENERAL 15,000

FOLDS OF HONOR

5800 N PATRIOT DRIVE
OWASSO,OK74055 		NONE PUBLIC UNRESTRICTED FOR GENERAL 2,500

LAUREL CIVIC ASSOCIATION

PO BOX 511
LAUREL,FL34272 		NONE PC UNRESTRICTED FOR GENERAL 5,000

CHILDREN'S MUSEUM AND THEATER
OF MAINE
PO BOX 4041
PORTLAND,ME04101 		NONE PC 10 FAMILY SCHOLARSHIP 2,000

PHIPPSBURG LAND TRUST

PO BOX 123
PHIPPSBURG,ME04562 		NONE PC UNRESTRICTED FOR GENERAL 2,000

BOYS & GIRLS CLUB OF NORTHEAST FLORIDA

555 WEST 25TH STREET
JACKSONVILLE,FL32206 		NONE PC UNRESTRICTED FOR GENERAL 5,000

FLAGLER HEALTHCARE FOUNDATION

PO BOX 860216
ST AUGUSTINE,FL32086 		NONE PC BRAVE PROGRAM 10,000

OLYMPIA SNOWE'S WOMEN'S
LEADERSHIP INSTITUTE
ONE CANAL PLAZA
PORTLAND,ME04101 		NONE PC OPERATING FUND 10,000

ALL FAITHS FOOD BANK

8171 BLAIKIE COURT
SARASOTA,FL34240 		NONE PC OPERATING FUND 10,000

A PLACE CALLED HOME

2830 S CENTRAL AVE
LOS ANGELES,CA90011 		NONE PC OPERATING FUND 15,000

GARY SINISE FOUNDATION

PO BOX 368
WOODLAND HILLS,CA91365 		NONE PC OPERATING FUND 10,000

BIRD CONSERVANCY OF THE ROCKIES

14500 LARK BUNTING LANE
BRIGHTON,CO80603 		NONE PC OPERATING FUND 6,000

RODALE INSTITUTE

611 SIEGFRIEDALE RD
KUTZTOWN,PA195309320 		NONE PC OPERATING FUND 5,000

WOMAN'S EXCHANGE OF ST AUGUSTINE

143 SAINT GEORGE ST
ST AUGUSTINE,FL32084 		NONE PC OPERATING FUND 5,000

THROUGH THESE DOORS

PO BOX 704
PORTLAND,ME04104 		NONE PC OPERATING FUND 5,000

MID-COAST HUNGER PREVENTION

12 TENNEY WAY
BRUNSWICK,ME04011 		NONE PC OPERATING FUND 5,000

CHOCOLATE CHURCH ARTS CENTER

804 WASHINGTON STREET
BATH,ME045302617 		NONE PC OPERATING FUND 1,000

MAINE MARITIME MUSEUM

243 WASHINGTON STREET
BATH,ME04530 		NONE PC OPERATING FUND 5,000

CONSERVATION FOUNDATION OF GULF COAST

400 PALMETTO AVE
OSPREY,FL34229 		NONE PC OPERATING FUND 10,000

KENNEBEC ESTUARY LAND TRUST

92 FRONT STREET
BATH,ME04530 		NONE PC OPERATING FUND 2,000

MISSOURI PRAIRIE FOUNDATION

PO BOX 200
COLUMBIA,MO65205 		NONE PC OPERATING FUND 10,000

FLAGLER COLLEGE

74 KING STREET
ST AUGUSTINE,FL32084 		NONE PC VISUAL ARTS FUND 25,000

SOUTHERN APPALACHIAN HIGHLANDS
CONSERVANCY
372 MERRIMON AVENUE
ASHEVILLE,NC28801 		NONE PC UNRESTRICTED GIFT TO 7,500

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PKWY NW
KENNESAW,GA30144 		NONE PC UNRESTRICTED GIFT TO 5,000

MENTAL HEALTH AMERICA

520 MONTGOMERY STREET
ALEXANDRIA,VA22314 		NONE PC UNRESTRICTED FOR GENERAL 10,000

COMMUNITY FOUNDATION OF
SARASOTA INC
2635 FRUITVILLE ROAD
SARASOTA,FL34237 		NONE PC OPERATING FUND 15,000

THE INN BETWEEN

1216 E 1300 S
SALT LAKE CITY,UT84105 		NONE PC OPERATING FUND 9,000

LOS ANGELES REGIONAL FOOD BANK

1734 E 41ST ST
LOS ANGELES,CA90058 		NONE PC OPERATING FUND 10,000

LOVELAND COMMUNITY KITCHEN

427 N GARFIELD AVE
LOVELAND,CO80537 		NONE PC OPERATING FUND 5,000

PROJECT NIGHT NIGHT

148 BEULAH STREET
SAN FRANCISCO,CA94117 		NONE PC OPERATING FUND 5,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		NONE PC UKRAINE GIFT 10,000

SPIRIT OF AMERICA

3033 WILSON BOULEVARD
ARLINGTON,VA222013868 		NONE PC OPERATING FUND 10,000

TUNNELS 2 TOWERS

2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306 		NONE PC OPERATING FUND 2,500

UNITED THROUGH READING

1455 FRAZEE ROAD
SAN DIEGO,CA92108 		NONE PC OPERATING FUND 7,000

LAND INSTITUTE

2440 E WATER WELL ROAD
SALINA,KS67401 		NONE PC OPERATING FUND 5,000

MIKE ROWE WORKS FOUNDATION

10960 WILSHIRE BOULEVARD
LOS ANGELES,CA90024 		NONE PC OPERATING FUND 8,500

CENTER FOR AGRICULTURAL
RESILIENCY
108 BROAD STREET NORTH
BLUFFTON,GA39824 		NONE PC OPERATING FUND 5,000

GULF OF MAINE RESEARCH
INSTITUTE
350 COMMERCIAL ST
PORTLAND,ME04101 		NONE PC OPERATING FUND 10,000

MAINE SEACOAST MISSION

6 OLD FIREHOUSE LN
NORTHEAST HARBOR,ME04662 		NONE PC OPERATING FUND 4,000

ONE SIMPLE WISH

1977 NORTH OLDEN AVE
TRENTON,NJ08618 		NONE PC OPERATING FUND 6,500

CATHEDRAL HOME FOR CHILDREN

4989 N 3RD ST
LARAMIE,WY82072 		NONE PC OPERATING FUND 29,500
Total .................................right arrow 3a 460,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 220  
4 Dividends and interest from securities ....     14 143,017  
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 ............ 		    18 163,718  
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) ..   308,843  
13Total. Add line 12, columns (b), (d), and (e)..................
13
308,843
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 2023 ExplnOfNonFilingWithAGStmt
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Statement:
PRESENTLY EXEMPT FROM FLORIDA REPORTING

TY 2023 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    
100000 ORACLE 4/1/20202.5% 101,914 96,669
100000 TJX COS 9/12/20162.25% 102,618 94,449
100,000 BOA CORP 7/30/15 3.87% 100,231 98,488
100,000 MCDONALDS CORP BE FR D 99,892 98,310
100,000 OMNICOM GROUP INC SR N 99,598 98,408
100,000 PAYPAL HLDGS INC DTD 0 98,821 95,441
100,000 FISERVE INC DTD 6/24/2 100,974 98,504
100,000 UNITED HEALTH GROUP DT 99,959 103,407
100,000 COMCAST CORP DTD 11/7/ 99,672 103,364

TY 2023 InvestmentsCorpStockSchedule
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Name of Stock End of Year Book Value End of Year Fair Market Value
1000 SHS AUTOMATIC DATA PROCES 35,997 232,970
1200 SHS CARMAX INC 10,570 92,088
800 SHS CHEVRON CORP NEW 42,552 119,328
750 SHS DANHER CORP 12,965 173,505
3428 SHS IRON MOUNTAIN INC PA 81,981 239,891
1000 SHS JOHNSON & JOHNSON 62,413 156,740
800 SHS MICROSOFT CORP 20,904 300,832
235 SHS O'REILLY AUTOMATIVE I 3,865 223,269
1000 SHS PEPSICO INC 44,947 169,840
700 SHS STRYKER CORP 38,254 209,622
1400 SHS CHURCH & DWIGHT CO 47,276 132,384
700 SHS ECOLAB INC 30,814 138,845
695 SHS PROCTER & GAMBLE CO 40,557 101,845
800 SHS QUALCOMM INC 33,600 115,704
500 SHS HOME DEPOT INC 10,145 173,275
600 SHS MCDONALDS CORP 46,416 177,906
800 SHS VISA INC CLASS A 15,013 208,280
1200 SHS TORONTO DOMINION BANK 43,565 77,544
1200 SHS APPLE INC 19,154 231,036
400 SHS ANSYS 29,497 145,152
1085 SHS JP MORGAN CHASE & CO 80,654 184,558
150 SHS METTLER TOLEDO INTL 30,633 181,944
900 SHS RESMED INC 41,955 154,818
1000 SHS ALPHABET INC CL C 13,305 140,930
800 SHS ALPHABET INC CL A 10,645 111,752
900 SHS FISERV INC 38,058 119,556
340 SHS ROPER TECHNOLOGIES 71,602 185,358
700 SHS CHUBB LIMITED 88,189 158,200
25 BOOKING HLDGS INC 37,377 88,680
800 SHS GALLAGHER ARTHUR J & C 66,216 179,904
500 SHS WATSCO INC 89,529 214,235
1200 SHS VERIZON 72,096 45,240
1400 SHS RTX 51,926 117,796
1400 SHS BALL CORP 107,090 80,528
250 SHS COSTCO 88,108 165,020
175 SHS MOODY'S 62,759 68,348
450 VERISK ANALYTICS 94,086 107,487
450 SHS ACCENTURE 132,045 157,909
800 SHS ABBVIE INC 108,454 123,976
300 SHS CUMMINS INC 59,270 71,871
1400 SHS TJX 107,977 131,334

TY 2023 InvestmentsGovtObligationsSch
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
US Government Securities - End of Year Book Value:

98,937
US Government Securities - End of Year Fair Market Value:

100,930
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 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      
5000 SHS FIRST TRUST NORTH AME AT COST 104,663 138,450
2000 VANGUARD FTSE ALL WORLD AT COST 100,680 112,280

TY 2023 OtherIncomeSchedule2
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 1,888 0  


TY 2023 OtherProfessionalFeesSchedule
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 46,731 46,731    


TY 2023 TaxesSchedule
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,040 1,040   0
FEDERAL ESTIMATED TAX 2,556 0   0
FOREIGN TAXES ON QUALIFIED FOR 123 123   0
FOREIGN TAXES ON NONQUALIFIED 56 56   0