THE SIBLEY SALTONSTALL CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: THE SIBLEY SALTONSTALL CHARITABLE FOUNDATION (EIN 22-3208197)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-04
IRS object ID: 202611249349100516
Schema version: 2025v4.0
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
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 Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-04T15:01:07-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WELCH & FORBES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	45 SCHOOL STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	021083204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	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	BusinessNameLine1Txt

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	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	021083204	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	N STEWART SALTONSTALL	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6175231635	PhoneNum
Signature	2026-05-04	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	2026-05-04	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,424,153	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Interest On Sav Rev And Expnss	$19	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$19	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$168,837	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$168,837	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$295,282	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,111,051	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$295,282	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$396	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$464,534	TotalRevAndExpnssAmt
Total Net Invst Incm	$464,138	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	$2,550	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,550	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$51,302	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$51,302	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$19,644	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,058	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	$73,496	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$54,910	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$452,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$452,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$525,496	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$54,910	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$452,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$60,962	ExcessRevenueOverExpensesAmt
Net Investment Income	$409,228	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,722	CashBOYAmt
Sav And Temp Cash Invst BOY	$439,738	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$634,833	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$634,833	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
US Government Obligations BOY	$98,937	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$98,937	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$100,513	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$2,086,520	CorporateStockBOYAmt
Corporate Stock EOY	$1,841,460	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,240,755	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,101,193	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,101,918	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,111,582	CorporateBondsEOYFMVAmt
Other Investments BOY	$205,343	OtherInvestmentsBOYAmt
Other Investments EOY	$205,343	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$336,470	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,933,453	TotalAssetsBOYAmt
Total Assets EOY	$3,882,491	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,424,153	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$3,933,453	CapitalStockBOYAmt
Capital Stock EOY	$3,882,491	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,933,453	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,882,491	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,933,453	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,882,491	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,933,453	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$60,962	ExcessRevenueOverExpensesAmt
Other Increases	$10,000	OtherIncreasesAmt
Subtotal	$3,882,491	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,882,491	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
140. ALPHABET INC SR CAP STK CL C	2011-04-26	2025-06-16	$24,866	$1,863	$23,003	$23,003
400. ANSYS INC COM	2013-06-03	2025-07-18	$158,345	$29,497	$128,848	$128,848
110. APPLE COMPUTER INC	2013-06-03	2025-06-16	$21,802	$1,756	$20,046	$20,046
70. AUTOMATIC DATA PROCESSING INC	2005-04-22	2025-06-16	$21,545	$2,471	$19,074	$19,074
1400. BALL CORP COM	2021-09-28	2025-11-07	$67,714	$107,090	-$39,376	-$39,376
100000. BANK OF AMERICA CORP FR DTD 07/30/2015 3	2022-08-24	2025-08-01	$100,000	$100,000
25. COSTCO WHOLESALE CORP	2021-03-29	2025-06-16	$24,681	$8,811	$15,870	$15,870
65. GALLAGHER ARTHUR J & CO	2019-05-08	2025-06-16	$20,554	$5,380	$15,174	$15,174
85. J P MORGAN CHASE & CO	2020-06-15	2025-06-16	$23,002	$8,468	$14,534	$14,534
100000. MCDONALDS CORP MTN BE FR DTD 12/09/2015 3.7% 01/30/2026-2025	2022-08-24	2025-11-03	$100,000	$99,892	$108	$108
75. MICROSOFT CORP	2004-09-01	2025-06-16	$35,859	$2,045	$33,814	$33,814
265. O REILLY AUTOMOTIVE INC	2002-06-10	2025-06-16	$23,298	$291	$23,007	$23,007
100000. ORACLE CORP DTD 04/01/2020 2.5% 04/01/20	2021-03-24	2025-04-01	$100,000	$100,000
100000. PAYPAL HLDGS INC DTD 05/18/2020 1.65% 06	2022-02-09	2025-06-01	$100,000	$98,821	$1,179	$1,179
140. RTX CORPORATION COM	2021-09-28	2025-06-16	$20,487	$12,258	$8,229	$8,229
80. RESMED INC COM	2013-12-23	2025-06-16	$20,093	$3,729	$16,364	$16,364
35. ROPER INDUSTRIES INC (NEW)	2018-04-26	2025-06-16	$19,790	$9,379	$10,411	$10,411
55. STRYKER CORP	2010-03-17	2025-06-16	$20,714	$3,069	$17,645	$17,645
.96 SYNOPSYS INC	2025-07-18	2025-07-29	$570	$553	$17	$17
135. SYNOPSYS INC	2025-07-18	2025-09-17	$57,416	$77,827	-$20,411	-$20,411
60. VISA INC SR NT VISA INC COM CL A	2010-06-14	2025-06-16	$21,297	$1,126	$20,171	$20,171
450. ACCENTURE PLC A	2021-09-28	2025-11-07	$110,433	$132,045	-$21,612	-$21,612
65. CHUBB LIMITED COM	2017-10-04	2025-06-16	$18,585	$9,398	$9,187	$9,187

Field	Value	IRS element (for citing)
Capital Gain Net Income	$295,282	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,688	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,688	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,688	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$10,920	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$10,920	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$5,232	OverpaymentAmt
Applied To ES Tax	$1,422	AppliedToESTaxAmt
Refund	$3,810	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	BusinessNameLine1Txt
Business Name Line2	C/O NEIL PAULSON	BusinessNameLine2Txt

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 ST 5TH FLOOR	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02108	ZIPCd

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
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
N STEWART SALTONSTALL
488 OCEAN FOREST DR	ST AUGUSTINE	FL	32080	TRUSTEE	1	$0
EDWARD A HASLER
3528 PALONIA CT	SARASOTA	FL	34239	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	$8,493,583	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,401	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,498,984	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,498,984	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$127,485	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,371,499	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$418,575	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$418,575	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,688	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,688	TotalTaxAmt
Distributable Before Adj	$412,887	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$412,887	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$412,887	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$452,000	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	$452,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$412,887	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$33,145	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$101,709	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$53,711	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$188,565	TotalExcessDistributionCyovAmt
Qualifying Distributions	$452,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$412,887	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$39,113	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$227,678	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$227,678	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$33,145	ExcessFromYear3Amt
Excess From Year2	$101,709	ExcessFromYear2Amt
Excess From Year1	$53,711	ExcessFromYear1Amt
Excess From Current Year	$39,113	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 (66 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BIGELOW LABORATORY FOR OCEAN
SCIENCES	PO BOX 475	W BOOTHBAY HARBOR	ME	04575	NONE	PC	UNRESTRICTED FOR GENERAL	$4,000
HANAHAUOLI SCHOOL
	1922 MAKKI STREET	HONOLULU	HI	98622	NONE	PC	UNRESTRICTED FOR GENERAL	$1,000
ISLAND INSTITUTE
	PO BOX 648	ROCKLAND	ME	04841	NONE	PC	UNRESTRICTED FOR GENERAL	$6,000
NATURE CONSERVANCY OF MAINE
	14 MAIN ST SUITE 401	BRUNSWICK	ME	04011	NONE	PC	UNRESTRICTED FOR GENERAL	$14,000
OCEAN CONSERVANCY
	1300 19TH STREET NW SUITE 800	WASHINGTON	DC	20036	NONE	PC	UNRESTRICTED FOR GENERAL	$5,000
PROJECT GRACE
	PO BOX 6846	SCARBOROUGH	ME	04070	NONE	PC	UNRESTRICTED FOR GENERAL	$5,000
PUNAHOU SCHOOL
	1601 PUNAHOU STREET	HONOLULU	HI	96822	NONE	PC	UNRESTRICTED FOR GENERAL	$1,000
CAMP KETCHA
	336 BLACK POINT ROAD	SCARBOROUGH	ME	04074	NONE	PC	SUMMER CAMP SCHOLARSHIP	$1,000
CAROLINA DAY SCHOOL
	1345 HENDERSONVILLE RD	ASHVILLE	NC	28809	NONE	PC	UNRESTRICTED	$5,000
FISHER HOUSE FOUNDATION
	1401 ROCKVILLE PIKE SUITE 600	ROCKVILLE	MD	20852	NONE	PC	UNRESTRICTED FOR GENERAL	$1,000
CAMP SUNSHINE
	35 ACADIA ROAD	CASCO	ME	04015	NONE	PC	UNRESTRICTED FOR GENERAL	$1,000
COASTAL MAINE BOTANICAL GARDENS
	PO BOX 234	BOOTHBAY	ME	04537	NONE	PC	ANNUAL FUND	$1,000
PORTLAND MUSEUM OF ART
	SEVEN CONGRESS SQUARE	PORTLAND	ME	04101	NONE	PC	UNRESTRICTED	$6,000
SCARBOROUGH LAND TRUST
	PO BOX 1237	SCARBOROUGH	ME	04070	NONE	PC	UNRESTRICTED FOR GENERAL	$3,000
FARNSWORTH ART MUSEUM
	16 MUSEUM STREET	ROCKLAND	ME	04841	NONE	PC	UNRESTRICTED FOR GENERAL	$1,000
CROHN'S & ULCERATIVE COLITIS FOUNDATION
	PO BOX 1245	ALBERT LEA	MN	560079976	NONE	PC	UNRESTRICTED FOR GENERAL	$2,000
GOOD SHEPHERD FOOD BANK
	PO BOX 1870	AUBURN	ME	04211	NONE	PC	UNRESTRICTED FOR GENERAL	$6,000
MAINE MEDICAL CENTER
	22 BRAMHALL STREET	PORTLAND	ME	04102	NONE	PC	FOR MAINE TRACKS	$23,000
RIDING TO THE TOP
	14 LILAC DRIVE	WINDHAM	ME	04062	NONE	PC	UNRESTRICTED FOR GENERAL	$3,000
PREBLE STREET
	38 PREBLE STREET	PORTLAND	ME	04101	NONE	PC	UNRESTRICTED FOR GENERAL	$6,000
MAINE AUDUBON SOCIETY
	20 GILSLAND FARM ROAD	FALMOUTH	ME	04105	NONE	PC	UNRESCTRICTED FOR GENERAL	$25,000
SCHOODIC INSTITUTE
	PO BOX 277	WINTER HARBOR	ME	04693	NONE	PC	UNRESTRICTED FOR GENERAL	$10,000
THE ROOT CELLAR
	94 WASHINGTON AVE	PORTLAND	ME	04101	NONE	PC	UNRESTRICTED FOR GENERAL	$3,000
NORTH FLORIDA LAND TRUST
	2038 GILMORE STREET	JACKSONVILLE	FL	32204	NONE	PC	UNRESTRICTED FOR GENERAL	$10,000
FOLDS OF HONOR
	5800 N PATRIOT DRIVE	OWASSO	OK	74055	NONE	PC	UNRESTRICTED FOR GENERAL	$2,000
LAUREL CIVIC ASSOCIATION
	PO BOX 511	LAUREL	FL	34272	NONE	PC	UNRESTRICTED FOR GENERAL	$6,000
CHILDREN'S MUSEUM AND THEATER
OF MAINE	PO BOX 4041	PORTLAND	ME	04101	NONE	PC	10 FAMILY SCHOLARSHIP	$2,000
PHIPPSBURG LAND TRUST
	PO BOX 123	PHIPPSBURG	ME	04562	NONE	PC	UNRESTRICTED FOR GENERAL	$1,000
BOYS & GIRLS CLUB OF NORTHEAST FLORIDA
	555 WEST 25TH STREET	JACKSONVILLE	FL	32206	NONE	PC	UNRESTRICTED FOR GENERAL	$5,000
OLYMPIA SNOWE'S WOMEN'S
LEADERSHIP INSTITUTE	ONE CANAL PLAZA	PORTLAND	ME	04101	NONE	PC	OPERATING FUND	$7,000
ALL FAITHS FOOD BANK
	8171 BLAIKIE COURT	SARASOTA	FL	34240	NONE	PC	OPERATING FUND	$10,000
A PLACE CALLED HOME
	2830 S CENTRAL AVE	LOS ANGELES	CA	90011	NONE	PC	OPERATING FUND	$5,000
GARY SINISE FOUNDATION
	PO BOX 368	WOODLAND HILLS	CA	91365	NONE	PC	OPERATING FUND	$10,000
BIRD CONSERVANCY OF THE ROCKIES
	14500 LARK BUNTING LANE	BRIGHTON	CO	80603	NONE	PC	OPERATING FUND	$10,000
WOMAN'S EXCHANGE OF ST AUGUSTINE
	143 SAINT GEORGE ST	ST AUGUSTINE	FL	32084	NONE	PC	OPERATING FUND	$4,000
THROUGH THESE DOORS
	PO BOX 704	PORTLAND	ME	04104	NONE	PC	OPERATING FUND	$5,000
MID-COAST HUNGER PREVENTION
	12 TENNEY WAY	BRUNSWICK	ME	04011	NONE	PC	OPERATING FUND	$5,000
CHOCOLATE CHURCH ARTS CENTER
	804 WASHINGTON STREET	BATH	ME	045302617	NONE	PC	OPERATING FUND	$1,000
MAINE MARITIME MUSEUM
	243 WASHINGTON STREET	BATH	ME	04530	NONE	PC	OPERATING FUND	$9,000
CONSERVATION FOUNDATION OF GULF COAST
	400 PALMETTO AVE	OSPREY	FL	34229	NONE	PC	OPERATING FUND	$10,000
KENNEBEC ESTUARY LAND TRUST
	92 FRONT STREET	BATH	ME	04530	NONE	PC	OPERATING FUND	$2,000
MISSOURI PRAIRIE FOUNDATION
	PO BOX 200	COLUMBIA	MO	65205	NONE	PC	OPERATING FUND	$6,000
FLAGLER COLLEGE
	74 KING STREET	ST AUGUSTINE	FL	32084	NONE	PC	VISUAL ARTS FUND	$25,000
SOUTHERN APPALACHIAN HIGHLANDS
CONSERVANCY	372 MERRIMON AVENUE	ASHEVILLE	NC	28801	NONE	PC	UNRESTRICTED GIFT TO	$5,000
MENTAL HEALTH AMERICA
	520 MONTGOMERY STREET	ALEXANDRIA	VA	22314	NONE	PC	UNRESTRICTED FOR GENERAL	$10,000
COMMUNITY FOUNDATION OF
SARASOTA INC	2635 FRUITVILLE ROAD	SARASOTA	FL	34237	NONE	PC	OPERATING FUND	$10,000
THE INN BETWEEN
	1216 E 1300 S	SALT LAKE CITY	UT	84105	NONE	PC	OPERATING FUND	$8,000
LOVELAND COMMUNITY KITCHEN
	427 N GARFIELD AVE	LOVELAND	CO	80537	NONE	PC	OPERATING FUND	$5,000
WORLD CENTRAL KITCHEN
	200 MASSACHUSETTS AVE NW	WASHINGTON	DC	20001	NONE	PC	UKRAINE GIFT	$4,000
TUNNELS 2 TOWERS
	2361 HYLAN BOULEVARD	STATEN ISLAND	NY	10306	NONE	PC	OPERATING FUND	$2,500
MIKE ROWE WORKS FOUNDATION
	10960 WILSHIRE BOULEVARD	LOS ANGELES	CA	90024	NONE	PC	OPERATING FUND	$6,500
GULF OF MAINE RESEARCH
INSTITUTE	350 COMMERCIAL ST	PORTLAND	ME	04101	NONE	PC	OPERATING FUND	$14,000
MAINE SEACOAST MISSION
	6 OLD FIREHOUSE LN	NORTHEAST HARBOR	ME	04662	NONE	PC	OPERATING FUND	$3,000
ONE SIMPLE WISH
	1977 NORTH OLDEN AVE	TRENTON	NJ	08618	NONE	PC	OPERATING FUND	$2,000
CATHEDRAL HOME FOR CHILDREN
	4989 N 3RD ST	LARAMIE	WY	82072	NONE	PC	OPERATING FUND	$30,000
MOTE MARINE FOUNDATION
	1600 KEN THOMPSON PARKWAY	SARASOTA	FL	34236	NONE	PC	OPERATING FUND	$10,000
NATURE CONSERVANCY OF
MASSACHUSETTS	20 ASHBURTON PLACE	BOSTON	MA	02108	NONE	PC	OPERATING FUND	$2,000
SARASOTA MEMORIAL FOUNDATION
	B 1515 S OSPREY AVENUE	SARASOTA	FL	34239	NONE	PC	OPERATING FUND	$15,000
VETERANS COMMUNITY PROJECT
	8900 TROOST AVE	KANSAS CITY	MO	64131	NONE	PC	OPERATING FUND	$5,000
TIDEWALL FOUNDATION
	3550 S TAMIAMI TRAIL	SARASOTA	FL	34239	NONE	PC	HOSPICE FOUNDATION	$10,000
UF HEALTH ST JOHN'S FOUNDATION
	400 HEATH PARK BLVD	ST AUGUSTINE	FL	32086	NONE	PC	OPERATING FUND	$2,000
BAPTIST HEALTH FOUNDATION
	9601 BAPTIST HEALTH DRIVE	LITTLE ROCK	AR	722057299	NONE	PC	OPERATING FUND	$25,000
INDIANA YOUTH GROUP
	3733 N MERIDIAN ST	INDIANAPOLIS	IN	46208	NONE	PC	OPERATING FUND	$5,000
HEALTH EQUITY FOUNDATION
	40 GLEN AVE	NEWTON	MA	02459	NONE	PC	OPERATING FUND	$2,500
CALIFORNIA COMMUNITY FOUNDATION
	77 TEMPLE STREET	LOS ANGELES	CA	90012	NONE	PC	OPERATING FUND	$2,500
CREW LAND AND WATER TRUST
	23998 CORKSCREW ROAD	ESTERO	FL	33928	NONE	PC	OPERATING FUND	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$452,000	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	$19	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$168,837	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 Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$295,282	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	$464,534	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$464,534	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEE	CategoryTxt
Amt	$2,550	Amt
Net Investment Income	$2,550	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 (16 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
100,000 ORACLE 4/1/20202.5%
100,000 TJX COS 9/12/2016 2.25	$100,884	$98,986
100,000 BOA CORP 7/30/15 3.87%
100,000 MCDONALDS CORP BE FR D
100,000 PAYPAL HLDGS INC DTD 0
100,000 UNITED HEALTH GROUP DT	$99,959	$102,732
100,000 COMCAST CORP DTD 11/7/	$99,672	$102,313
50,000 AMGEN INC DTD 03/02/23	$50,479	$51,861
50,000 BECTON DICKINSON & CO D	$49,763	$50,993
100,000 BORGWARNER INC DTD 08	$99,460	$102,317
100,000 TRIMBLE INC DTD 06/15/	$99,777	$101,445
100,000 GEORGIA PWR CO SR GLBL	$100,539	$101,292
100,000 ACCENTURE CAPITAL INC	$100,561	$100,078
100,000 AUTOZONE INC DTD 01/27	$100,880	$100,213
100,000 LABORATORY CORP AMERIC	$100,190	$99,892
100,000 LOWES COMPANIES INC DT	$99,754	$99,460

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
630 SHS AUTOMATIC DATA PROCES	$22,236	$162,055
1,200 SHS CARMAX INC	$10,570	$46,368
800 SHS CHEVRON CORP NEW	$42,552	$121,928
700 SHS DANHER CORP	$12,101	$160,244
1,600 SHS IRON MOUNTAIN INC PA	$22,589	$132,720
1,000 SHS JOHNSON & JOHNSON	$62,413	$206,950
600 SHS MICROSOFT CORP	$15,450	$290,172
2360 SHS O'REILLY AUTOMATIVE I	$2,588	$215,256
900 SHS PEPSICO INC	$39,837	$129,168
495 SHS STRYKER CORP	$25,879	$173,978
1,400 SHS CHURCH & DWIGHT CO	$47,276	$117,390
700 SHS ECOLAB INC	$30,814	$183,764
695 SHS PROCTER & GAMBLE CO	$40,557	$99,600
700 SHS QUALCOMM INC	$29,400	$119,735
500 SHS HOME DEPOT INC	$10,145	$172,050
600 SHS MCDONALDS CORP	$46,416	$183,378
610 SHS VISA INC CLASS A	$10,322	$192,890
1,200 SHS TORONTO DOMINION BAN
990 SHS APPLE INC	$15,802	$269,141
400 SHS ANSYS
765 SHS JP MORGAN CHASE & CO	$48,326	$246,498
135 SHS METTLER TOLEDO INTL	$27,570	$188,216
720 SHS RESMED INC	$33,564	$173,426
860 SHS ALPHABET INC CL C	$11,442	$269,868
400 SHS ALPHABET INC CL A	$5,323	$125,200
900 SHS FISERV INC	$38,058	$60,453
305 SHS ROPER TECHNOLOGIES	$62,223	$135,765
585 SHS CHUBB LIMITED	$71,563	$182,590
25 SHS BOOKING HLDGS INC	$37,377	$133,883
585 SHS GALLAGHER ARTHUR J & C	$48,421	$151,392
400 SHS WATSCO INC	$71,623	$134,780
1,200 SHS VERIZON	$72,096	$48,876
1,260 SHS RTX	$39,668	$231,084
1,400 SHS BALL CORP
200 SHS COSTCO	$70,486	$172,468
175 SHS MOODY'S	$62,759	$89,399
450 SHS VERISK ANALYTICS	$94,086	$100,660
450 SHS ACCENTURE
800 SHS ABBVIE INC	$108,454	$182,792
300 SHS CUMMINS INC	$59,270	$153,135
1,400 SHS TJX	$107,977	$215,054
800 SHS XYLEM INC	$99,531	$108,944
500 SHS SERVICENOW INC	$89,529	$76,595
450 SHS PALO ALTO NETWORKS INC	$95,167	$82,890

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$98,937	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$100,513	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
5,000 SHS FIRST TRUST NORTH AM	AT COST	$104,663	$189,350
2,000 VANGUARD FTSE ALL WORLD	AT COST	$100,680	$147,120

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Revenue And Expenses Per Books	$396	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	REVERSAL OF 2024 DISTRIBUTION	Desc
Amt	$10,000	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$51,302	Amt
Net Investment Income	$51,302	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$683	$683	$0
FEDERAL EXCISE TAX - PRIOR YR	$7,666	$0	$0
FEDERAL ESTIMATED TAX	$10,920	$0	$0
FOREIGN TAXES ON QUALIFIED FOR	$276	$276	$0
FOREIGN TAXES ON NONQUALIFIED	$99	$99	$0

THE SIBLEY SALTONSTALL CHARITABLE FOUNDATION: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

Comments