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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$8,488,354J 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 37 37  
4 Dividends and interest from securities... 158,124 156,781  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 676,838
b Gross sales price for all assets on line 6a 1,105,259
7 Capital gain net income (from Part IV, line 2)... 676,838
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........ 834,999 833,656  
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
50,656 50,656   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,811 1,084   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.......... 57,767 54,040 0 0
25 Contributions, gifts, grants paid....... 450,000 450,000
26 Total expenses and disbursements. Add lines 24 and 25 507,767 54,040 0 450,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 327,232
b Net investment income (if negative, enter -0-) 779,616
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,289 1,722 1,722
2 Savings and temporary cash investments......... 273,514 439,738 439,738
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) 98,937 Click to see attachment
List of Attached Documents:
// Content
98,937 		100,360
b Investments—corporate stock (attach schedule)....... 2,122,459 Click to see attachment
List of Attached Documents:
// Content
2,086,520 		6,556,243
c Investments—corporate bonds (attach schedule)....... 903,679 Click to see attachment
List of Attached Documents:
// Content
1,101,193 		1,097,221
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).......... 205,343 Click to see attachment
List of Attached Documents:
// Content
205,343 		293,070
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) 3,606,221 3,933,453 8,488,354
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........ 3,606,221 3,933,453
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)..... 3,606,221 3,933,453
30 Total liabilities and net assets/fund balances (see instructions). 3,606,221 3,933,453
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
3,606,221
2
Enter amount from Part I, line 27a .....................
2
327,232
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,933,453
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
3,933,453
Form 990-PF (2024)
Form 990-PF (2024)
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. ALPHABET INC CAP STK CL A   2011-04-26 2024-05-07
b 200. ALPHABET INC CAP STK CL A   2011-04-26 2024-12-27
c 100. APPLE COMPUTER INC   2013-06-03 2024-05-07
d 100. AUTOMATIC DATA PROCESSING INC   2009-12-15 2024-05-07
e 100. AUTOMATIC DATA PROCESSING INC   2009-12-15 2024-09-25
100. AUTOMATIC DATA PROCESSING INC   2009-12-15 2024-12-27
25. COSTCO WHOLESALE CORP   2021-03-29 2024-12-27
50. DANAHER CORPORATION   2005-04-22 2024-09-25
100000. FISERV INC DTD 06/24/2019 2.75% 07/01/20   2022-02-02 2024-07-01
100. GALLAGHER ARTHUR J & CO   2019-05-08 2024-06-12
50. GALLAGHER ARTHUR J & CO   2019-05-08 2024-09-25
228. IRON MTN INC COM   2019-12-04 2024-02-12
400. IRON MTN INC COM   2019-12-04 2024-05-07
300. IRON MTN INC COM   2019-12-04 2024-06-12
700. IRON MTN INC COM   2020-09-14 2024-09-25
200. IRON MTN INC COM   2020-09-14 2024-12-27
85. J P MORGAN CHASE & CO   2020-09-14 2024-05-07
100. J P MORGAN CHASE & CO   2020-09-14 2024-06-12
50. J P MORGAN CHASE & CO   2020-09-14 2024-09-25
15. METTLER TOLEDO INTERNATIONAL INC   2013-01-15 2024-09-25
50. MICROSOFT CORP   2004-09-01 2024-02-12
75. MICROSOFT CORP   2004-09-01 2024-05-07
20. O REILLY AUTOMOTIVE INC   2002-06-10 2024-02-12
20. O REILLY AUTOMOTIVE INC   2002-06-10 2024-05-07
20. O REILLY AUTOMOTIVE INC   2002-06-10 2024-09-25
100000. OMNICOM GROUP INC SR NT DTD 10/29/2014 3.65% 11/01/2024-2024   2022-08-24 2024-11-01
100. PEPSICO INC   2002-06-10 2024-05-07
100. QUALCOMM INC   2008-05-08 2024-09-25
100. RESMED INC COM   2013-12-23 2024-09-25
50. STRYKER CORP   2008-05-14 2024-02-12
50. STRYKER CORP   2008-05-14 2024-05-07
50. STRYKER CORP   2010-03-17 2024-09-25
1200. TORONTO DOMINION BANK ONTARIO NEW   2012-02-22 2024-02-12
50. VISA INC COM CL A   2010-06-14 2024-02-12
75. VISA INC COM CL A   2010-06-14 2024-05-07
65. VISA INC COM CL A   2010-06-14 2024-09-25
50. WATSCO INC   2019-12-04 2024-05-07
50. WATSCO INC   2019-12-04 2024-06-12
50. CHUBB LIMITED COM   2017-10-04 2024-09-25
(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 34,138   2,661 31,477
b 38,486   2,661 35,825
c 18,232   1,596 16,636
d 24,459   3,763 20,696
e 27,580   3,763 23,817
29,612   3,763 25,849
23,473   8,811 14,662
13,464   864 12,600
100,000   100,000  
25,799   8,277 17,522
14,049   4,139 9,910
15,707   7,361 8,346
30,904   12,763 18,141
26,241   9,572 16,669
83,678   26,208 57,470
20,901   5,757 15,144
16,299   8,633 7,666
19,277   10,157 9,120
10,474   5,070 5,404
21,236   3,063 18,173
20,956   1,364 19,592
30,782   2,045 28,737
20,411   329 20,082
20,355   329 20,026
22,789   329 22,460
100,000   99,598 402
17,740   5,111 12,629
16,708   4,200 12,508
24,203   4,662 19,541
17,049   3,249 13,800
16,505   3,249 13,256
17,966   2,808 15,158
71,532   43,565 27,967
13,801   938 12,863
20,751   1,408 19,343
17,508   1,220 16,288
23,739   8,953 14,786
23,927   8,953 14,974
14,528   7,229 7,299
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       31,477
b       35,825
c       16,636
d       20,696
e       23,817
      25,849
      14,662
      12,600
       
      17,522
      9,910
      8,346
      18,141
      16,669
      57,470
      15,144
      7,666
      9,120
      5,404
      18,173
      19,592
      28,737
      20,082
      20,026
      22,460
      402
      12,629
      12,508
      19,541
      13,800
      13,256
      15,158
      27,967
      12,863
      19,343
      16,288
      14,786
      14,974
      7,299
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 2 676,838
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 10,837
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 10,837
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 10,837
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,568
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 3,568
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 7,269
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
8,258,691
b
Average of monthly cash balances.......................
1b
7,818
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,266,509
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
8,266,509
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
123,998
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,142,511
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
407,126
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
407,126
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,837
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,837
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
396,289
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
396,289
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
396,289
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
450,000
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
450,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 396,289
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 33,145
e From 2023...... 101,709
f Total of lines 3a through e ........ 134,854
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 450,000
a Applied to 2023, 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 2024 distributable amount..... 396,289
e Remaining amount distributed out of corpus 53,711
5 Excess distributions carryover applied to 2024. 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 5 188,565
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		188,565
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 33,145
d Excess from 2023.... 101,709
e Excess from 2024.... 53,711
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 4,000

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 6,000

NATURE CONSERVANCY OF MAINE

14 MAIN ST SUITE 401
BRUNSWICK,ME04011 		NONE PC UNRESTRICTED FOR GENERAL 18,000

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

CAROLINA DAY SCHOOL

1345 HENDERSONVILLE RD
ASHVILLE,NC28809 		NONE PC UNRESTRICTED 7,000

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 4,000

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 6,000

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

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 1,000

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 1,000

OLYMPIA SNOWE'S WOMEN'S
LEADERSHIP INSTITUTE
ONE CANAL PLAZA
PORTLAND,ME04101 		NONE PC OPERATING FUND 7,000

ALL FAITHS FOOD BANK

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

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 10,000

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 10,000

KENNEBEC ESTUARY LAND TRUST

92 FRONT STREET
BATH,ME04530 		NONE PC OPERATING FUND 3,000

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

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 10,000

LOVELAND COMMUNITY KITCHEN

427 N GARFIELD AVE
LOVELAND,CO80537 		NONE PC OPERATING FUND 6,000

WORLD CENTRAL KITCHEN

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

TUNNELS 2 TOWERS

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

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 19,000

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 7,000

CATHEDRAL HOME FOR CHILDREN

4989 N 3RD ST
LARAMIE,WY82072 		NONE PC OPERATING FUND 30,000

COLORADO ALLIANCE FOR
ENVIRONMENTAL EDUCATION
1536 WYNKOOP ST
DENVER,CO80202 		NONE PC OPERATING FUND 7,000

MOTE MARINE FOUNDATION

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		NONE PC OPERATING FUND 10,000

NATURE CONSERVANCY OF
MASSACHUSETTS
20 ASHBURTON PLACE
BOSTON,MA02108 		NONE PC OPERATING FUND 2,000

SARASOTA MEMORIAL FOUNDATION

B 1515 S OSPREY AVENUE
SARASOTA,FL34239 		NONE PC OPERATING FUND 15,000

KIDS AND ELDERS THROUGH ARTS

912 WINTER GARDEN DRIVE
SARASOTA,FL34239 		NONE PC OPERATING FUND 10,000

VETERANS COMMUNITY PROJECT

8900 TROOST AVE
KANSAS CITY,MO64131 		NONE PC OPERATING FUND 6,000

CHILDREN FIRST

1723 N ORANGE AVE
SARASOTA,FL34234 		NONE PC OPERATING FUND 10,000

ALTERNATIVES TO VIOLENCE

541 EAST 8TH STREET
LOVELAND,CO805374909 		NONE PC OPERATING FUND 6,000

TIDEWALL FOUNDATION

3550 S TAMIAMI TRAIL
SARASOTA,FL34239 		NONE PC HOSPICE FOUNDATION 10,000
Total .................................right arrow 3a 450,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 37  
4 Dividends and interest from securities ....     14 158,124  
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 ............ 		    18 676,838  
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) ..   834,999  
13Total. Add line 12, columns (b), (d), and (e)..................
13
834,999
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 2024 ExplnOfNonFilingWithAGStmt
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Statement:
PRESENTLY EXEMPT FROM FLORIDA REPORTING

TY 2024 InvestmentsCorpBondsSchedule
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Name of Bond End of Year Book Value End of Year Fair Market Value
100,000 ORACLE 4/1/20202.5% 100,639 99,424
100,000 TJX COS 9/12/2016 2.25 101,755 96,391
100,000 BOA CORP 7/30/15 3.87% 100,117 99,544
100,000 MCDONALDS CORP BE FR D 99,892 99,225
100,000 OMNICOM GROUP INC SR N    
100,000 PAYPAL HLDGS INC DTD 0 98,821 98,699
100,000 FISERVE INC DTD 6/24/2    
100,000 UNITED HEALTH GROUP DT 99,959 101,543
100,000 COMCAST CORP DTD 11/7/ 99,672 101,937
50,000 AMGEN INC DTD 03/02/23 50,571 50,467
50,000 BECTON DICKINSON & CO D 49,763 49,864
100,000 BORGWARNER INC DTD 08 99,460 99,446
100,000 TRIMBLE INC DTD 06/15/ 99,777 99,912
100,000 GEORGIA PWR CO SR GLBL 100,767 100,769

TY 2024 InvestmentsCorpStockSchedule
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Name of Stock End of Year Book Value End of Year Fair Market Value
700 SHS AUTOMATIC DATA PROCES 24,707 204,911
1,200 SHS CARMAX INC 10,570 98,112
800 SHS CHEVRON CORP NEW 42,552 115,872
700 SHS DANHER CORP 12,101 160,685
1,600 SHS IRON MOUNTAIN INC PA 24,141 168,176
1,000 SHS JOHNSON & JOHNSON 62,413 144,620
675 SHS MICROSOFT CORP 17,495 284,512
175 SHS O'REILLY AUTOMATIVE I 2,878 207,515
900 SHS PEPSICO INC 39,837 136,854
550 SHS STRYKER CORP 28,948 198,027
1,400 SHS CHURCH & DWIGHT CO 47,276 146,594
700 SHS ECOLAB INC 30,814 164,024
695 SHS PROCTER & GAMBLE CO 40,557 116,517
700 SHS QUALCOMM INC 29,400 107,534
500 SHS HOME DEPOT INC 10,145 194,495
600 SHS MCDONALDS CORP 46,416 173,934
610 SHS VISA INC CLASS A 11,448 192,784
1,200 SHS TORONTO DOMINION BAN    
1,100 SHS APPLE INC 17,558 275,462
400 SHS ANSYS 29,497 134,932
850 SHS JP MORGAN CHASE & CO 56,794 203,754
135 SHS METTLER TOLEDO INTL 27,570 165,197
800 SHS RESMED INC 37,294 182,952
1,000 SHS ALPHABET INC CL C 13,305 190,440
400 SHS ALPHABET INC CL A 5,323 75,720
900 SHS FISERV INC 38,058 184,878
340 SHS ROPER TECHNOLOGIES 71,602 176,749
650 SHS CHUBB LIMITED 80,960 179,595
25 SHS BOOKING HLDGS INC 37,377 124,210
650 SHS GALLAGHER ARTHUR J & C 53,801 184,502
400 SHS WATSCO INC 71,623 189,556
1,200 SHS VERIZON 72,096 47,988
1,400 SHS RTX 51,926 162,008
1,400 SHS BALL CORP 107,090 77,182
255 SHS COSTCO 79,297 206,161
175 SHS MOODY'S 62,759 82,840
450 SHS VERISK ANALYTICS 94,086 123,943
450 SHS ACCENTURE 132,045 158,306
800 SHS ABBVIE INC 108,454 142,160
300 SHS CUMMINS INC 59,270 104,580
1,400 SHS TJX 107,977 169,134
800 SHS XYLEM INC 99,531 92,816
100 SHS SERVICENOW INC 89,529 106,012

TY 2024 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:

100,360
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
5,000 SHS FIRST TRUST NORTH AM AT COST 104,663 178,250
2,000 VANGUARD FTSE ALL WORLD AT COST 100,680 114,820

TY 2024 OtherProfessionalFeesSchedule
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 50,656 50,656    


TY 2024 TaxesSchedule
Name:
SIBLEY-SALTONSTALL CHARITABLE FOUNDATION
EIN:
22-3208197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 739 739   0
FEDERAL EXCISE TAX - PRIOR YR 159 0   0
FEDERAL ESTIMATED TAX 3,568 0   0
FOREIGN TAXES ON QUALIFIED FOR 250 250   0
FOREIGN TAXES ON NONQUALIFIED 95 95   0