THE SIBLEY SALTONSTALL CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE SIBLEY SALTONSTALL CHARITABLE FOUNDATION (EIN 22-3208197)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201101319349101370
- Schema version
- 2010v3.2
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223208197 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIBLEY-SALTONSTALL CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SALT | NameControl |
| Phone | 6175231635 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NATHANIEL SALTONSTALL II | Name |
| Title | TRUSTEE | Title |
| Phone | 6175231635 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN D CRAVEN | Name |
| Phone | 6175231635 | Phone |
| Date Prepared | 2011-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2712297 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 147510 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1177 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1177 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 45588 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 45588 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3697 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 206233 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 557 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 191135 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46765 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 24445 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 22001 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2444 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1607 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 706 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 27552 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24207 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2444 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 69000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 69000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 96552 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24207 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 71444 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 94583 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22558 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 418603 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 459698 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 459698 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Govt Oblig BOY | 99961 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 49961 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 52506 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1165148 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1201372 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1721676 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 150154 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 150154 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 156415 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 205400 | InvestmentsOtherBOY |
| Investments Other EOY | 271899 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 322002 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2039266 | TotalAssetsBOY |
| Total Assets EOY | 2133084 | TotalAssetsEOY |
| Total Assets EOYFMV | 2712297 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2039266 | CapitalStockBOY |
| Capital Stock EOY | 2133084 | CapitalStockEOY |
| Total Net Assets BOY | 2039266 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2133084 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2039266 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2133084 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2039266 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 94583 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2133849 | Subtotal |
| Other Decreases | 765 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2133084 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 600. CARMAX INC | 2004-09-01 | 2010-03-17 | 14318 | 5694 | 8624 | 8624 |
| 100. CHEVRONTEXACO CORP | 2003-12-11 | 2010-03-17 | 7474 | 3951 | 3523 | 3523 |
| 700. MEDTRONIC INC | 2006-10-31 | 2010-03-17 | 31330 | 31576 | -246 | -246 |
| 500. SUNCOR ENERGY INC | 2005-01-12 | 2010-03-17 | 15675 | 8359 | 7316 | 7316 |
| 400. ZIMMER HOLDINGS INC | 2004-11-05 | 2010-03-17 | 22976 | 32427 | -9451 | -9451 |
| 792. GENERAL ELEC CO | 2003-11-04 | 2010-06-14 | 12246 | 10794 | 1452 | 1452 |
| 1500. NOKIA CORP SPONSORED ADR | 2005-11-02 | 2010-06-14 | 14166 | 25470 | -11304 | -11304 |
| 1500. STAPLES INC | 2007-02-02 | 2010-06-14 | 32721 | 39055 | -6334 | -6334 |
| 308. GENERAL ELEC CO | 1994-12-21 | 2010-06-15 | 4773 | 2604 | 2169 | 2169 |
| 50000. FEDERAL HOME LOAN BANK BOND DTD 10/01/2007 5.06% 10/01/2013-201 | 2007-09-25 | 2010-10-01 | 50000 | 50000 | ||
| . CENDANT CORP | 2010-10-28 | 103 | 103 | 103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3697 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 67781 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2078732 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.032607 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 136031 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2170685 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062667 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 117182 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2198631 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053298 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 103890 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1887443 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055043 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 88287 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1583164 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055766 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259381 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051876 | AverageDistributionRatio |
| Net Noncharitable Assets | 2410940 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 125070 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 226 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 125296 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 71444 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 451 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 451 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 451 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 605 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 605 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 154 | Overpayment |
| Amount Credited To Next Year | 154 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6175231635 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 | ||||||
| 659 HORTON ST | NORTHVILLE | MI | 48167 | TRUSTEE | 1 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2447655 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2447655 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2447655 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36715 | CashDeemedCharitable |
| Net Noncharitable Assets | 2410940 | NetNoncharitableAssets |
| Minimum Investment Return | 120547 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 120547 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 451 | TaxBasedOnInvestmentIncome |
| Total Tax | 451 | TotalTax |
| Distributable Amount Before Adj | 120096 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 120096 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 120096 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 71444 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 71444 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 71444 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 120096 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 13646 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 13646 | TotalExcessDistriCarryover |
| Qualifying Distributions | 71444 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 71444 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 13646 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 13646 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 35006 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| 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 | $2,000 | |
| NATURE CONSERVANCY | ||||||||
| 14 MAINE ST SUITE 401 | BRUNSWICK | ME | 04011 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| PROJECT GRACE | ||||||||
| PO BOX 6846 | Scarborough | ME | 04070 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| 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 | $21,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 85 SECOND STREET SUITE 750 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| THE CAROLINA DAY SCHOOL | ||||||||
| 1345 HENDERSONVILLE RD | ASHVILLE | NC | 28809 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| THE LAKE GEORGE CONSERVANCY INC | ||||||||
| PO BOX 564 | FREEMONT | IN | 46737 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| UNITED WAY OF GREATER PORTLAND | ||||||||
| PO BOX 15200 | PORTLAND | ME | 04112 | NONE | PUBLIC | UNRESTRICTED | $4,500 | |
| WILDERNESS SOCIETY | ||||||||
| 1615 M STREET NW SUITE 200 | WASHINGTON | DC | 20056 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| 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 | |
| LAUDHOLM TRUST | ||||||||
| PO BOX 1007 | WELLS | ME | 04090 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 69000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,177 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $45,588 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$3,697 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,625 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 43625 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N SALTONSTALL AND E SALTONSTALL | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE LEAD UNITRUST | BusinessNameLine2 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 147510 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | PRESENTLY EXEMPT FROM FLORIDA REPORTING | Statement |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 50000 JOHNSON CONTROLS INC UNS | 50472 | 50058 |
| 50000 WALGREEN CO SENIOR NOTE | 49812 | 54612 |
| 50000 JPMORGAN CHASE & CO SENI | 49870 | 51745 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (49 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 700 SHS AFLAC INC | 24766 | 39501 |
| 400 SHS APACHE CORP | 20947 | 47692 |
| 1000 SHS AUTOMATIC DATA PROCES | 41644 | 46280 |
| 1200 SHS BANK OF AMERICA CORP | ||
| 2400 SHS CARMAX INC | 16544 | 57384 |
| 300 SHS CHEVRON CORP NEW | 11853 | 27375 |
| 800 SHS DANHER CORP | 20753 | 37736 |
| 800 SHS EMERSON ELECTRIC CO | 26168 | 45736 |
| 1000 SHS EXPEDITORS INTERNATIO | 15250 | 54600 |
| 1100 SHS GENERAL ELECTRIC CO | ||
| 500 SHS GENZYME CORP | 22350 | 35600 |
| 1200 SHS INTEL CORP | 25716 | 25236 |
| 1500 SHS IRON MOUNTAIN INC PA | 18321 | 37515 |
| 500 SHS JOHNSON & JOHNSON | 50217 | 49480 |
| 1500 SHS JOHNSON CONTROLS INC | 21523 | 57300 |
| 700 SHS MEDTRONIC INC | ||
| 2000 SHS MICROSOFT CORP | 53850 | 55820 |
| 1000 SHS O'REILLY AUTOMATIVE I | 16450 | 60640 |
| 800 SHS PEPSICO INC | 36779 | 52264 |
| 600 SHS SCHLUMBERGER LTD | 18653 | 50100 |
| 1500 SHS STAPLES INC | ||
| 500 SHS STERICYCLE INC | 11818 | 40460 |
| 800 SHS STRYKER CORP | 42985 | 42960 |
| 700 SHS UNITED TECHNOLOGIES | 11113 | 55104 |
| 800 SHS WALGREEN CO | 29952 | 31168 |
| 1400 SHS WELLS FARGO & CO NEW | 29061 | 43386 |
| 400 SHS ZIMMER HOLDINGS INC | ||
| 1000 SHS ENCANA CORP | 26622 | 29120 |
| 1500 SHS NOKIA SPONSERED ADR | ||
| 500 SHS SUNCOR ENERGY INC | 8359 | 19145 |
| 1000 SHS TEVA PHARMACEUTICAL I | 39800 | 52130 |
| 2400 SHS CISCO SYSTEMS INC | 66782 | 48552 |
| 700 SHS ECHOLAB INC | 30814 | 35294 |
| 500 SHS PROCTOR & GAMBLE CO | 31695 | 32165 |
| 1200 SHS CVS CAREMARK CORPORAT | 47420 | 41724 |
| 400 SHS PRAXAIR INC | 25085 | 38188 |
| 800 SHS QUALCOMM INC | 35392 | 39592 |
| 800 SHS NOBLE CORP | 21447 | 28616 |
| 1500 SHS CONSTANT CONTACT INC | 23551 | 46485 |
| 1000 SHS DENTSPLY INTERNATIONA | 32559 | 34170 |
| 1400 SHS CENOVUS INC | 34066 | 46536 |
| 500 SHS EXELON CORP | 24366 | 20820 |
| 1200 SHS HOME DEPOT INC | 24348 | 42072 |
| 1400 SHS ICON PLC SPONS ADR | 29924 | 30660 |
| 500 SHS LANCASTER COLONY CORP | 27632 | 28600 |
| 400 SHS MCDONALDS CORP | 27893 | 30704 |
| 800 SHS TERADATA CORP | 26577 | 32928 |
| 300 SHS VISA INC CLASS A | 22520 | 21114 |
| 400 SHS TORONTO DOMINION BANK | 27807 | 29724 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 49961 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 52506 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 900 SHS ISHARES MSCI EMERGING | AT COST | 19426 | 42878 |
| 1000 SHS VANGUARD FTSE ALL-WOR | AT COST | 31491 | 47730 |
| 700 SHS ISHARES IBOXX CORPORAT | AT COST | 70461 | 75908 |
| 700 SHS ISHARES BARCLAYS 1-3 Y | AT COST | 72966 | 72996 |
| 1000 SHS VANGUARD INTERMEDIATE | AT COST | 77555 | 82490 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK / TAX DIFFERENCE ON NOBLE CORPORATION POSTINGS | $710 |
| OTHER BOOK TAX DIFFERENCES | $55 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND 2008 | Description |
| Revenue And Expenses Per Books | 557 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | Category |
| Amount | $24,445 | Amount |
| Net Investment Income | 22001 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2444 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $543 | 543 | 0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $901 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $140 | 140 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $23 | 23 | 0 |
Comments