THE SIBLEY SALTONSTALL CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE SIBLEY SALTONSTALL CHARITABLE FOUNDATION (EIN 22-3208197)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201431299349100503
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T11:14:22-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021083204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223208197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIBLEY-SALTONSTALL CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALT | BusinessNameControlTxt |
| Phone | 6175231635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021083204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHANIEL SALTONSTALL II | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2014-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2014-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,592,435 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $240,160 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,710 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,710 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,168 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $363,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,672 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,226 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,803 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $775 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,803 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $251,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,921 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $214,157 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,878 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,196,310 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,358,075 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,361,823 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $301,297 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $352,004 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $357,651 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $561,425 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $633,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $693,083 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,273,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,523,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,592,435 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,273,189 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,523,679 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,273,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,523,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,273,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,523,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,273,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $251,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,524,352 | SubtotalAmt |
| Other Decreases | $673 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,523,679 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300. CARMAX INC | 2003-04-11 | 2013-01-15 | $11,352 | $2,642 | $8,710 | $8,710 | |
| 300. CARMAX INC | 2003-04-11 | 2013-06-03 | $13,902 | $2,642 | $11,260 | $11,260 | |
| . CENDANT CORP | 2013-01-31 | $11 | $11 | $11 | |||
| 1000. DENTSPLY INTERNATIONAL | 2009-12-15 | 2013-06-03 | $42,027 | $32,559 | $9,468 | $9,468 | |
| 1000. ENCANA CORP | 2010-03-17 | 2013-06-03 | $18,857 | $26,622 | -$7,765 | -$7,765 | |
| 100. HOME DEPOT INC | 2009-02-25 | 2013-01-15 | $6,388 | $2,029 | $4,359 | $4,359 | |
| 306. IRON MOUNTAIN INC NEW | 2001-10-23 | 2013-01-15 | $10,217 | $3,747 | $6,470 | $6,470 | |
| 500. MICROSOFT CORP | 2001-10-05 | 2013-06-03 | $17,606 | $13,820 | $3,786 | $3,786 | |
| 100. O REILLY AUTOMOTIVE INC | 2002-06-10 | 2013-01-15 | $8,973 | $1,645 | $7,328 | $7,328 | |
| 300. PERRIGO CO | 2013-06-03 | 2013-12-19 | $45,665 | $34,870 | $10,795 | $10,795 | |
| 600. TEVA PHARMACEUTICAL INDUSTRIES ADR ADR | 2006-10-31 | 2013-06-03 | $22,844 | $23,140 | -$296 | -$296 | |
| 50000. WALGREEN CO SENIOR NOTE DTD 07/17/2008 4 | 2008-07-25 | 2013-08-01 | $50,000 | $49,812 | $188 | $188 | |
| 600. CHECK POINT SOFTWARE TECHNOLOGIES LTD | 2012-10-11 | 2013-06-03 | $29,788 | $27,538 | $2,250 | $2,250 | |
| CAPITAL GAIN DIVIDENDS | $1,604 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,168 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $176,264 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,754,162 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063999 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $173,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,510,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069169 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,444 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,410,940 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029633 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,781 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,078,732 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032607 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,031 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,170,685 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062667 | DistributionYr5Rt |
| Total Distribution | 0.258075 | TotalDistributionRt |
| Average Distribution | 0.051615 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,181,731 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $164,225 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $949 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,174 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,883 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,898 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,898 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,898 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $850 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $850 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,048 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175231635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET BOSTON MA | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NATHANIEL AND ELIZABETH SALTONSTALL | ||||||
| 30 DRAKE LANE | SCARBOROUGH | ME | 04074 | TRUSTEES | 1 | $0 |
| N STEWART SALTONSTALL | ||||||
| BOX 5384 | ST MARYS | GA | 31558 | TRUSTEE | 1 | $0 |
| EDWARD A HASLER | ||||||
| PO BOX 983 | ANNA MARIA | FL | 34216 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,230,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,230,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,230,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,181,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,898 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,898 | TotalTaxAmt |
| Distributable Before Adj | $157,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $157,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $157,189 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,883 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $82,883 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,883 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,869 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,883 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $54,123 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $54,123 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20,183 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BIGELOW LABORATORY FOR OCEAN | ||||||||
| SIENCES | PO BOX 475 | W BOOTHBAY HARBOR | ME | 04575 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| HANAHAUOLI SCHOOL | ||||||||
| 1922 MAKKI STREET | Honolulu | HI | 98622 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| ISLAND INSTITUTE | ||||||||
| PO BOX 648 | ROCKLAND | ME | 04841 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 700 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| NATIONAL TRUST FOR HISTORIC | ||||||||
| PRESERVATION | 1785 MASS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| NATURE CONSERVANCY | ||||||||
| 14 MAINE ST SUITE 401 | BRUNSWICK | ME | 04011 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| PROJECT GRACE | ||||||||
| PO BOX 6846 | Scarborough | ME | 04070 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| PUNAHOU SCHOOL | ||||||||
| 1601 PUNAHOU STREET | Honolulu | HI | 96822 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| SAINT ALBAN'S CHURCH | ||||||||
| 885 SHORE ROAD | CAPE ELIZABETH | ME | 04107 | NONE | PUBLIC | UNRESTRICTED | $26,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 85 SECOND STREET SUITE 750 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| CAROLINA DAY SCHOOL | ||||||||
| 1345 HENDERSONVILLE RD | ASHVILLE | NC | 28809 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| UNITED WAY OF GREATER PORTLAND | ||||||||
| PO BOX 15200 | PORTLAND | ME | 04112 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| WILDERNESS SOCIETY | ||||||||
| 1615 M STREET NW SUITE 200 | WASHINGTON | DC | 20056 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| YALE ALUMNI FUND | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| FISHER HOUSE FOUNDATION | ||||||||
| 1401 ROCKVILLE PIKE SUITE 600 | ROCKVILLE | MD | 20852 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| HELP HOSPITALIZED VETERANS | ||||||||
| 36585 PENFIELD LANE | WINCHESTER | CA | 92596 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| COASTAL MAINE BOTANICAL GARDENS | ||||||||
| 132 BOTANICAL GARDENS DRIVE | BOOTHBAY | ME | 04537 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| PORTLAND MUSEUM OF ART | ||||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | NONE | PUBLIC | UNRESTRICTED | $5,080 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,080 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,710 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $123,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,240 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N SALTONSTALL AND E SALTONSTALL | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE LEAD UNITRUST | BusinessNameLine2 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET 5TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $240,160 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PRESENTLY EXEMPT FROM FLORIDA REPORTING | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50000 MEDCO HEALTH SOLUTIONS | $50,993 | $51,772 |
| 50000 WALGREEN CO SENIOR NOTE | ||
| 50000 JPMORGAN CHASE & CO SENI | $49,870 | $51,560 |
| 50000 CINTAS CORP NO.2 SR NOTE | $50,290 | $51,575 |
| 50000 GOLDMAN SACHS GROUP INC | $49,719 | $52,474 |
| 50000 AFLAC INC SENIOR NOTE | $50,613 | $51,596 |
| 50000 CVS CAREMARK NOTE | $50,265 | $49,986 |
| 50000 KENNAMETAL INC SR NT | $50,254 | $48,688 |
| 3000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 SHS AFLAC INC | $24,766 | $46,760 |
| 400 SHS APACHE CORP | $20,947 | $34,376 |
| 1000 SHS AUTOMATIC DATA PROCES | $41,644 | $80,799 |
| 1200 SHS CARMAX INC | $10,570 | $56,424 |
| 300 SHS CHEVRON CORP NEW | $11,853 | $37,473 |
| 800 SHS DANHER CORP | $20,753 | $61,760 |
| 800 SHS EMERSON ELECTRIC CO | ||
| 1000 SHS EXPEDITORS INTERNATIO | $15,250 | $44,250 |
| 1200 SHS INTEL | ||
| 1000 SHS IRON MOUNTAIN INC PA | $14,353 | $30,350 |
| 800 SHS JOHNSON & JOHNSON | $50,217 | $73,272 |
| 800 SHS JOHNSON CONTROLS INC | $10,824 | $41,040 |
| 1500 SHS MICROSOFT CORP | $40,030 | $56,115 |
| 500 SHS O'REILLY AUTOMATIVE I | $8,224 | $64,335 |
| 800 SHS PEPSICO INC | $36,779 | $66,352 |
| 700 SHS SCHLUMBERGER LTD | $25,959 | $63,077 |
| 500 SHS STERICYCLE INC | $11,818 | $58,085 |
| 800 SHS STRYKER CORP | $42,985 | $60,122 |
| 700 SHS UNITED TECHNOLOGIES | $11,113 | $79,660 |
| 300 SHS PERRIGO CO | $45,662 | $46,038 |
| 1400 SHS WELLS FARGO & CO NEW | $29,061 | $63,560 |
| 1000 SHS ENCANA CORP | ||
| 500 SHS SUNCOR ENERGY INC | ||
| 600 SHS TEVA PHARMACEUTICAL I | ||
| 2400 SHS CISCO SYSTEMS INC | ||
| 700 SHS ECHOLAB INC | $30,814 | $72,989 |
| 500 SHS PROCTOR & GAMBLE CO | $31,695 | $40,705 |
| 1200 SHS CVS CAREMARK CORPORAT | $47,420 | $85,884 |
| 500 SHS PRAXAIR INC | $36,594 | $65,015 |
| 800 SHS QUALCOMM INC | $35,392 | $59,400 |
| 1100 SHS NOBLE CORP | $33,882 | $41,217 |
| 1500 SHS CONSTANT CONTACT INC | $23,551 | $46,605 |
| 1000 SHS DENTSPLY INTERNATIONA | ||
| 1400 SHS CENOVUS INC | $34,066 | $40,110 |
| 500 SHS EXELON CORP | ||
| 800 SHS HOME DEPOT INC | $16,232 | $65,872 |
| 500 SHS LANCASTER COLONY CORP | $27,632 | $44,075 |
| 600 SHS MCDONALDS CORP | $46,416 | $58,218 |
| 800 SHS TERADATA CORP | $26,577 | $36,392 |
| 300 SHS VISA INC CLASS A | $22,520 | $66,804 |
| 600 SHS TORONTO DOMINION BANK | $43,565 | $56,544 |
| 600 SHS STATE STREET CORP | $27,912 | $44,034 |
| 50 SHS GOOGLE INC | $26,648 | $56,036 |
| 100 SHS APPLE INC | $54,150 | $56,099 |
| 1000 SHS EMC CORP | $26,040 | $25,150 |
| 2000 GENERAL ELERTRIC CO. | $45,811 | $56,060 |
| 1000 SHS MERCK & CO INC | $44,727 | $50,050 |
| 100 SHS TRIMBLE NAVAGATION LTD | $28,676 | $41,640 |
| 600 SHS CHECKPOINT SOFTWARE | ||
| 400 SHS ANSYS | $29,497 | $34,880 |
| 600 SHS JP MORGAN CHASE & CO | $32,291 | $35,088 |
| 500 SHS LIFETIME FITNESS | $25,698 | $23,500 |
| 200 SHS METTLER TOLEDO INTL | $40,844 | $48,518 |
| 1000 SHS RESMED INC | $46,617 | $47,090 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 900 SHS ISHARES MSCI EMERGING | AT COST | $19,426 | $37,616 |
| 1000 SHS VANGUARD FTSE ALL-WOR | AT COST | $31,491 | $50,730 |
| 1400 SHS ISHARES IBOXX CORPORA | AT COST | $153,422 | $159,863 |
| 1400 SHS ISHARES BARCLAYS 1-3 | AT COST | $146,646 | $147,644 |
| 1800 SHS VANGUARD INTERMEDIATE | AT COST | $147,628 | $147,060 |
| 3000 SHS FIRST TRUST NORTH AME | AT COST | $67,184 | $70,470 |
| 2000 SHS KAYNE ANDERSON MLP | AT COST | $67,925 | $79,700 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADJUSTMENT FOR RETURN OF CAPITAL DIVIDENDS | $568 |
| OTHER ADJUSTMENT FOR MUTUAL FUND POSTINGS | $105 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $28,029 | Amt |
| Net Investment Income | $25,226 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,803 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $569 | $569 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $753 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $850 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $152 | $152 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $54 | $54 | $0 |
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