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TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
SIBBRI FOUNDATION
C/O BRIAN T BRISTOL
Number and street (or P.O. box number if mail is not delivered to street address)
1165 5TH AVE APT 8B
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10029
A Employer identification number
25-6901390
B
Telephone number (see instructions)
(212) 464-0308
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
29,162,908
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
4,340,262
2
Check
.............
3
Interest on savings and temporary cash investments
20,723
15,067
4
Dividends and interest from securities
...
570,217
566,205
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,078,457
b
Gross sales price for all assets on line 6a
7,387,534
7
Capital gain net income (from Part IV, line 2)
...
1,078,457
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
71,987
30,737
12
Total.
Add lines 1 through 11
........
6,081,646
1,690,466
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
5,250
5,250
0
b
Accounting fees (attach schedule)
.......
33,567
26,225
7,342
c
Other professional fees (attach schedule)
....
113,475
102,967
10,508
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
6,924
6,924
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
16,308
16,308
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
175,524
157,674
17,850
25
Contributions, gifts, grants paid
.......
971,878
971,878
26
Total expenses and disbursements.
Add lines 24 and 25
1,147,402
157,674
989,728
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
4,934,244
b
Net investment income
(if negative, enter -0-)
1,532,792
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
1,311
426
426
2
Savings and temporary cash investments
.........
711,311
701,588
701,588
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
0
508,646
512,357
b
Investments—corporate stock (attach schedule)
.......
16,527,728
17,612,652
21,892,209
c
Investments—corporate bonds (attach schedule)
.......
4,014,208
5,013,586
5,170,906
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
1,228,902
885,422
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
21,254,558
25,065,800
29,162,908
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
21,254,558
25,065,800
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
21,254,558
25,065,800
30
Total liabilities and net assets/fund balances
(see instructions)
.
21,254,558
25,065,800
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
21,254,558
2
Enter amount from Part I, line 27a
.....................
2
4,934,244
3
Other increases not included in line 2 (itemize)
3
30,803
4
Add lines 1, 2, and 3
..........................
4
26,219,605
5
Decreases not included in line 2 (itemize)
5
1,153,805
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
25,065,800
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
ACCENTURE PLC - CL-A - 22 SHS
P
2017-12-14
2019-08-07
b
ADIDAS AG-SPON ADR - 20 SHS
P
2017-11-28
2019-11-12
c
ADIDAS AG-SPON ADR - 24 SHS
P
2018-03-29
2019-08-07
d
AIA GROUP LTD - 114 SHS
P
2017-11-30
2019-08-07
e
ALCON INC - 46 SHS
P
2019-04-24
2019-08-07
ALPHABET INC CL-A - 7 SHS
P
2018-11-19
2019-11-14
AMADEUS IT GROUP - 32 SHS
P
2018-05-10
2019-08-07
AMERICAN EXPRESS - 104 SHS
P
2017-05-12
2019-10-08
AMG MG PICTET INTL - 8,235 SHS
P
2017-01-30
2019-02-26
APPLE INC - 98 SHS
P
2017-05-12
2019-04-09
ASML HOLDINGS - 13 SHS
P
2019-02-14
2019-08-07
ATLAS COPCO - 78 SHS
P
2017-11-28
2019-08-07
AXALTA COATING SYSTEMS LTD - 97 SHS
P
2017-12-05
2019-06-19
AXALTA COATING SYSTEMS LTD - 5 SHS
P
2017-12-05
2019-07-29
BRIGHTHOUSE FINANCIAL INC - 51 SHS
P
1927-08-14
2019-03-13
CANADIAN PACIFIC RAILWAY - 18 SHS
P
2017-12-14
2019-08-07
CHARTER COMMUNICATIONS - 19 SHS
P
2017-12-05
2019-10-10
CHR HANSEN HOLDINGS - 107 SHS
P
2017-12-14
2019-08-07
CHR HANSEN HOLDINGS - 855 SHS
P
2017-05-12
2019-12-05
CHUBB LTD - 23 SHS
P
2017-12-14
2019-08-07
CIMAREX ENERGY CO - 10 SHS
P
2017-05-12
2019-08-06
CITIGROUP INC - 116 SHS
P
2017-12-05
2019-12-12
COMPASS GROUP PLC - 133 SHS
P
2017-05-12
2019-08-07
CORE LABORATORIES - 17 SHS
P
2017-05-12
2019-01-31
CORE LABORATORIES - 34 SHS
P
2017-05-12
2019-02-08
CORE LABORATORIES - 10 SHS
P
2017-05-12
2019-02-13
CORE LABORATORIES - 49 SHS
P
2017-05-12
2019-04-26
CORE LABORATORIES - 59 SHS
P
2017-11-28
2019-05-14
CSL LTD - 59 SHS
P
2017-12-14
2019-08-07
CVS HEALTH CORP - 215 SHS
P
2018-11-29
2019-02-22
DEVON ENERGY CORP - 323 SHS
P
2018-02-07
2019-08-06
DEVON ENERGY CORP - 79 SHS
P
2017-12-22
2019-10-30
DEVON ENERGY CORP - 154 SHS
P
2017-12-20
2019-11-04
DEVON ENERGY CORP - 396 SHS
P
2018-04-24
2019-12-18
DISCOVER FINANCIAL SERVICES - 105 SHS
P
2017-11-28
2019-01-22
DISCOVER FINANCIAL SERVICES - 69 SHS
P
2017-07-31
2019-04-04
DISCOVER FINANCIAL SERVICES - 75 SHS
P
2017-07-31
2019-04-30
DISCOVER FINANCIAL SERVICES - 35 SHS
P
2017-07-11
2019-09-30
DISCOVER FINANCIAL SERVICES - 30 SHS
P
2017-07-11
2019-10-22
DODGE & COX INCOME FUND - 15,398 SHS
P
2017-12-22
2019-02-13
DODGE & COX INTERNATIONAL STOCK FUND - 1,960 SHS
P
2017-01-30
2019-03-05
DSV A S ADR - 82 SHS
P
2017-12-14
2019-08-07
ESSILOR INTL ADR - 48 SHS
P
2018-11-19
2019-08-07
EXPERIAN PLC - 152 SHS
P
2017-05-12
2019-08-07
FACTSET RESEARCH SYSTEMS - 9 SHS
P
2017-12-05
2019-06-26
FIDELITY 500 INDEX FUND - 2,098 SHS
P
2019-08-07
2019-10-07
FIDELITY NATIONAL INFO SERVICE - .599 SHS
P
2017-05-12
2019-08-09
GEBERIT AG - 44 SHS
P
2018-12-18
2019-08-07
GOODYEAR TIRE & RUBBER - 394 SHS
P
2017-05-12
2019-01-28
GOODYEAR TIRE & RUBBER - 234 SHS
P
2017-11-28
2019-02-15
HDFC BANK INTL - 30 SHS
P
2017-11-28
2019-08-07
HEXAGON AB ADR - 542 SHS
P
2018-08-24
2019-02-07
ICON PLC - 18 SHS
P
2017-11-28
2019-03-08
ICON PLC - 42 SHS
P
2017-12-14
2019-03-15
ICON PLC - 10 SHS
P
2017-11-28
2019-08-07
INDITEX - 390 SHS
P
2017-05-12
2019-05-02
ISHARES BARCLAYS 7-10 YEAR - 781 UTS
P
2019-02-13
2019-09-19
ISHARES BARCLAYS MBS BOND FUND - 2,094 SHS
P
2019-02-13
2019-09-19
ISHARES MSCI EAFE INTL INDEX FD - 25,949 SHS
P
2017-05-18
2019-02-26
ISHARES MSCI EAFE INTL INDEX FD - 25,949 SHS
P
2017-05-10
2019-07-17
ISHARES MSCI EAFE INTL INDEX FD - 20,464 SHS
P
2017-07-05
2019-08-26
ISHARES MSCI EAFE INTL INDEX FD - 4,269 SHS
P
2017-07-05
2019-10-07
JOHN HANCOCK LRF CP CORE - 6,635 SHS
P
2017-01-30
2019-04-09
JPMORGAN CHASE & CO - 17 SHS
P
2017-05-12
2019-05-07
JPMORGAN CHASE & CO - 53 SHS
P
2017-05-12
2019-09-30
JPMORGAN CHASE & CO - 22 SHS
P
2017-05-12
2019-10-08
JPMORGAN CHASE & CO - 29 SHS
P
2017-05-12
2019-11-05
JPMORGAN CHASE & CO - 19 SHS
P
2017-05-12
2019-12-13
KONTOOR BRANDS - 25.86 SHS
P
2017-05-23
2019-05-24
LOEWS CORP - 23 SHS
P
2017-12-05
2019-01-23
LOEWS CORP - 98 SHS
P
2017-12-05
2019-02-14
LOEWS CORP - 34 SHS
P
2017-11-27
2019-03-20
LVMH MOET HENNESSY - 48 SHS
P
2007-12-14
2019-08-07
MARSH & MCLENNAN COS - 72 SHS
P
2017-05-23
2019-07-16
METROPOLITAN WEST T/R BD PLAN - 7.742 SHS
P
2019-04-09
2019-08-07
METTLER-TOLEDO INTL - 2 SHS
P
2018-06-14
2019-08-07
METTLER-TOLEDO INTL - 3 SHS
P
2018-09-13
2019-08-07
MICROSOFT CORP - 55 SHS
P
2017-05-12
2019-06-20
MOLSON COORS BREWING CO - 76 SHS
P
2019-07-31
2019-10-22
NESTLE SA - 36 SHS
P
2017-12-14
2019-08-07
NOBLE ENERGY INC - 304 SHS
P
2018-11-21
2019-05-24
PERNOD-RICARD SA - 78 SHS
P
2018-04-16
2019-08-07
PNC FINANCIAL SERVICES - 54 SHS
P
2017-05-12
2019-05-07
PNC FINANCIAL SERVICES - 56 SHS
P
2017-05-23
2019-08-29
PNC FINANCIAL SERVICES - 31 SHS
P
2017-05-23
2019-08-30
PNC FINANCIAL SERVICES - 28 SHS
P
2017-05-23
2019-09-30
PROCTOR & GAMBLE CO - 73 SHS
P
2017-12-05
2019-08-08
RESMED INC - 23 SHS
P
2018-12-17
2019-08-07
RYNAIR HOLDINGS PLC - 65 SHS
P
2017-11-27
2019-04-25
RYNAIR HOLDINGS PLC - 69 SHS
P
2017-11-22
2019-05-21
SIX CIRCLES US UNCONSTRAINED EQUITY FD - 16,847 SHS
P
2019-04-09
2019-10-07
STARBUCKS CORP - 238 SHS
P
2018-04-16
2019-10-08
STERIS PLC - 17 SHS
P
2018-07-30
2019-08-07
TAIWAN SEMICONDUCTOR - 81 SHS
P
2017-11-28
2019-08-07
TENCENT HOLDINGS LTD - 79 SHS
P
2018-11-07
2019-08-07
T-MOBILE US INC - 154 SHS
P
2019-01-25
2019-07-10
UBISOFT ENTERTAINMENT - 118 SHS
P
2019-05-10
2019-08-07
UBISOFT ENTERTAINMENT - 1,023 SHS
P
2019-05-13
2019-11-26
UNITED PARCEL SERVICE - 148 SHS
P
2017-05-23
2019-01-16
VANGUARD SHORT-TERM BIND INDEX FUND - 5,223 SHS
P
2018-12-26
2019-02-13
VANGUARD SHORT-TERM BIND INDEX FUND - 2,840 SHS
P
2019-03-05
2019-09-19
VANGUARD SHORT-TERM BIND INDEX FUND - 3,287 SHS
P
2019-04-09
2019-09-19
VARIAN MEDCIAL SYSTEMS - 20 SHS
P
2017-05-12
2019-08-22
VARIAN MEDCIAL SYSTEMS - 20 SHS
P
2017-11-28
2019-08-22
VARIAN MEDCIAL SYSTEMS - 62 SHS
P
2017-05-12
2019-11-13
VERISK ANALYTICS INC - 29 SHS
P
2017-06-26
2019-02-14
VERISK ANALYTICS INC - 31 SHS
P
2017-06-23
2019-04-03
VERISK ANALYTICS INC - 14 SHS
P
2017-06-27
2019-04-10
VF CORP - 119 SHS
P
2017-05-23
2019-06-20
VF CORP - 7 SHS
P
2017-05-23
2019-07-01
VF CORP - 3 SHS
P
2017-05-23
2019-07-08
VF CORP - 52 SHS
P
2017-05-12
2019-07-15
WALMART DE MEXICO - 80 SHS
P
2017-11-28
2019-08-07
WORLDPAY INC - 48 SHS
P
2018-12-27
2019-04-04
WORLDPAY INC - 30 SHS
P
2018-12-27
2019-06-20
WORLDPAY INC - 216 SHS
P
2017-05-19
2019-08-01
TEGNA INC - 78 SHS
P
2017-05-23
2019-08-20
TEGNA INC - 217 SHS
P
2017-11-28
2019-09-11
TEGNA INC - 165 SHS
P
2017-05-12
2019-10-28
TEGNA INC - 81 SHS
P
2017-05-12
2019-11-25
SHOPIFY INC - 39 SHS
P
2018-04-20
2019-04-23
SHOPIFY INC - 29 SHS
P
2018-04-25
2019-07-08
SHOPIFY INC - 11 SHS
P
2018-04-16
2019-08-07
AMERICAN STATES WATER COMPANY - 4,170 SHS
D
2016-05-19
2019-04-03
AMERICAN WATER WORKS CO INC - 2,170 SHS
D
2016-05-19
2019-04-03
APPLE INC - 2,500 SHS
D
2016-05-19
2019-04-03
INTEL CORP - 11,700 SHS
D
2016-05-19
2019-04-03
MERCK & CO - 8,000 SHS
D
2016-05-19
2019-04-03
MICROSOFT CORP - 1,035 SHS
D
2016-05-19
2019-04-03
MIDDLESEX WATER COMPANY
D
2016-05-19
2019-04-03
HEALTHCARE SERVICES GROUP - 226 SHS
P
2019-10-18
2019-12-16
TETRA TECH - 85 SHS
P
2019-10-18
2019-11-26
ADIDAS AG-SPON ADR - 37 SHS
P
2018-03-29
2019-11-12
AMG MG PICTET INTL - 2,067 SHS
P
2017-03-20
2019-02-26
AMG MG PICTET INTL - 10,227 SHS
P
2017-05-09
2019-02-26
AMG MG PICTET INTL - 9,250 SHS
P
2017-05-18
2019-02-26
AMG MG PICTET INTL - 2,654 SHS
P
2017-11-24
2019-02-26
BRIGHTHOUSE FINANCIAL INC - 110 SHS
P
2018-07-31
2019-03-12
CVS HEALTH CORP - 292 SHS
P
2018-09-26
2019-02-26
CVS HEALTH CORP - 111 SHS
P
2019-01-10
2019-02-28
DODGE & COX INTERNATIONAL STOCK FUND - 1,960 SHS
P
2017-03-20
2019-03-05
DODGE & COX INTERNATIONAL STOCK FUND - 2,605 SHS
P
2017-05-09
2019-03-05
DODGE & COX INTERNATIONAL STOCK FUND - 2,288 SHS
P
2017-05-18
2019-03-05
DODGE & COX INTERNATIONAL STOCK FUND - 671 SHS
P
2017-12-04
2019-03-05
INDITEX - 137 SHS
P
2017-11-28
2019-05-02
JOHN HANCOCK LRF CP CORE - 448 SHS
P
2017-03-20
2019-04-09
JOHN HANCOCK LRF CP CORE - 2,265 SHS
P
2017-05-09
2019-04-09
JOHN HANCOCK LRF CP CORE - 14,965 SHS
P
2017-05-18
2019-04-09
WORLDPAY INC - 13 SHS
P
2017-05-12
2019-06-20
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
4,156
3,352
804
b
2,964
2,154
810
c
3,712
2,900
812
d
4,471
3,878
593
e
2,771
2,635
136
9,136
7,485
1,651
2,458
2,420
38
11,717
8,390
3,327
74,112
78,737
-4,625
19,508
14,992
4,516
2,804
2,392
412
2,193
3,476
-1,283
2,863
3,205
-342
154
162
-8
1,933
2,835
-902
4,109
3,212
897
8,140
6,309
1,831
2,296
2,478
-182
16,572
14,925
1,647
3,557
3,462
95
425
1,209
-784
8,931
8,635
296
3,292
2,890
402
1,146
1,817
-671
2,310
3,633
-1,323
653
1,069
-416
3,520
5,236
-1,716
3,459
6,088
-2,629
4,366
3,041
1,325
13,250
17,354
-4,104
7,719
12,888
-5,169
1,600
3,022
-1,422
3,371
5,875
-2,504
9,648
14,546
-4,898
6,936
7,167
-231
5,132
4,489
643
6,089
4,701
1,388
2,854
2,152
702
2,444
1,844
600
207,571
211,941
-4,370
80,246
78,737
1,509
3,970
3,184
786
3,379
3,237
142
4,636
3,332
1,304
2,609
1,789
820
214,270
210,515
3,755
78
41
37
2,000
1,708
292
8,145
13,293
-5,148
4,379
7,280
-2,901
3,328
2,948
380
26,862
31,269
-4,407
2,312
2,134
178
5,573
4,180
1,393
1,536
1,171
365
5,715
7,755
-2,040
87,687
82,601
5,086
226,095
219,791
6,304
335,000
340,443
-5,443
266,581
261,076
5,505
261,157
272,604
-11,447
56,140
57,122
-982
309,259
315,000
-5,741
1,930
1,485
445
6,234
4,631
1,603
2,464
1,922
542
3,775
2,534
1,241
2,624
1,654
970
927
674
253
1,082
1,147
-65
4,521
4,880
-359
1,633
1,688
-55
3,878
2,862
1,016
7,258
5,363
1,895
80,519
77,267
3,252
1,413
1,187
226
2,121
1,784
337
7,540
3,798
3,742
4,350
4,076
274
3,865
3,136
729
6,639
7,484
-845
2,707
2,697
10
7,207
6,730
477
7,217
6,776
441
4,012
3,640
372
3,539
3,287
252
8,538
6,507
2,031
2,973
2,648
325
5,060
7,824
-2,764
4,707
7,988
-3,281
172,848
172,343
505
20,250
14,220
6,030
2,596
1,925
671
3,334
3,458
-124
3,418
2,988
430
12,005
10,604
1,401
1,873
2,206
-333
12,058
18,848
-6,790
14,369
15,456
-1,087
411,506
409,844
1,662
228,828
223,918
4,910
264,845
260,865
3,980
2,183
1,918
265
2,183
2,172
11
7,673
5,947
1,726
3,603
2,434
1,169
4,234
2,597
1,637
3,651
2,261
1,390
10,532
5,728
4,804
620
337
283
265
144
121
4,603
2,663
1,940
2,248
1,963
285
5,499
3,435
2,064
3,782
2,147
1,635
2,376
2,376
1,253
1,118
135
3,476
2,988
488
2,642
2,444
198
1,265
1,247
18
8,672
4,914
3,758
9,347
3,525
5,822
3,752
1,319
2,433
291,597
156,938
134,659
223,957
157,933
66,024
484,818
235,263
249,555
645,404
347,666
297,738
663,752
436,240
227,512
123,878
51,978
71,900
239,108
157,190
81,918
5,536
5,502
34
7,335
7,372
-37
5,482
4,470
1,012
18,600
21,000
-2,400
92,043
109,641
-17,598
83,251
100,000
-16,749
23,883
31,021
-7,138
4,237
4,987
-750
17,543
22,734
-5,191
6,500
7,219
-719
20,578
21,000
-422
106,655
112,985
-6,330
93,707
100,000
-6,293
27,472
30,839
-3,367
2,008
2,446
-438
20,877
22,000
-1,123
105,587
112,968
-7,381
261,814
275,000
-13,186
1,648
834
814
4,443
4,443
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
804
b
810
c
812
d
593
e
136
1,651
38
3,327
-4,625
4,516
412
-1,283
-342
-8
-902
897
1,831
-182
1,647
95
-784
296
402
-671
-1,323
-416
-1,716
-2,629
1,325
-4,104
-5,169
-1,422
-2,504
-4,898
-231
643
1,388
702
600
-4,370
1,509
786
142
1,304
820
3,755
37
292
-5,148
-2,901
380
-4,407
178
1,393
365
-2,040
5,086
6,304
-5,443
5,505
-11,447
-982
-5,741
445
1,603
542
1,241
970
253
-65
-359
-55
1,016
1,895
3,252
226
337
3,742
274
729
-845
10
477
441
372
252
2,031
325
-2,764
-3,281
505
6,030
671
-124
430
1,401
-333
-6,790
-1,087
1,662
4,910
3,980
265
11
1,726
1,169
1,637
1,390
4,804
283
121
1,940
285
2,064
1,635
2,376
135
488
198
18
3,758
5,822
2,433
134,659
66,024
249,555
297,738
227,512
71,900
81,918
34
-37
1,012
-2,400
-17,598
-16,749
-7,138
-750
-5,191
-719
-422
-6,330
-6,293
-3,367
-438
-1,123
-7,381
-13,186
814
4,443
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,078,457
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
828,122
22,443,468
0.036898
2017
90,000
14,044,659
0.006408
2016
0
1,353,287
0.000000
2015
1,565
5,529
0.283053
2014
750
6,614
0.113396
2
Total
of line 1, column (d)
.....................
2
0.439755
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.087951
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
25,813,216
5
Multiply line 4 by line 3
......................
5
2,270,298
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
15,328
7
Add lines 5 and 6
........................
7
2,285,626
8
Enter qualifying distributions from Part XII, line 4
,.............
8
989,728
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
30,656
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
30,656
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
30,656
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
21,108
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
21,108
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
9,548
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
JP MORGAN CHASE BANK NA
Telephone no.
(212) 464-0308
Located at
390 MADISON AVENUE
NEW YORK
NY
ZIP+4
10017
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
BRIAN T BRISTOL
TRUSTEE
0.25
0
0
0
1165 FIFTH AVENUE APT 8B
NEW YORK
,
NY
10012
MADELEINE BRISTOL KUCKEL
TRUSTEE
0.25
0
0
0
6826 PECK ROAD
DEANSBORO
,
NY
13328
PAMELA W BRISTOL
TRUSTEE
0.25
0
0
0
24 RUNYON MILL ROAD
RINGOES
,
NJ
08551
SANFORD A BRISTOL
TRUSTEE
0.25
0
0
0
704 FEDERAL ROAD
BALD HEAD ISLAND
,
NC
28461
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
25,529,534
b
Average of monthly cash balances
.......................
1b
676,777
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
26,206,311
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
26,206,311
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
393,095
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
25,813,216
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,290,661
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,290,661
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
30,656
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
14,835
c
Add lines 2a and 2b
............................
2c
45,491
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,245,170
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,245,170
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,245,170
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
989,728
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
989,728
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
989,728
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,245,170
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
861,664
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
989,728
a
Applied to 2018, but not more than line 2a
861,664
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
128,064
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,117,106
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
CHAPIN SCHOOL
100 EAST END AVENUE
NEW YORK
,
NY
10028
PC
SUPPORT A K-12 INDEPENDENT DAY SCHOOL FOR GIRLS THAT IS DEDICATED TO THE INTELLECTUAL AND PERSONAL GROWTH OF ITS STUDENTS AS IT PREPARES THEM TO THIRVE AND LEAD IN A GLOBAL SOCIETY.
3,500
CLINTON CEMETARY ASSOCIATION INC
FRANKLIN AVENUE
CLINTON
,
NY
13323
PC
SUPPORT THE PRESEVATION AND MAINTENANCE OF A NON-DENOMINATIONAL, PREMIER HISTORIC CEMETARY
10,000
CLINTON CENTRAL SCHOOL DISTRICT FOUNDATION
75 CHENANGO AVENUE PO BOX 215
CLINTON
,
NY
13323
PC
SUPPORT AND PROMOTE EXCELLENCE IN EDUCATION IN THE CLINTON CENTRAL SCHOOL DISTRICT BY FUNDING PROGRAMS THAT ARE BEYOND THE SCOPE OF THE ANNUAL OPERATING BUDGET OF THE SCHOOL SYSTEM
10,000
GROTON SCHOOL
282 FARMERS ROW
GROTON
,
MA
01450
PC
SUPPORT A PRIVATE EPISCOPAL COLLEGE PREPATORY BOARDING SCHOOL THAT STRIVES TO INSPIRE LIVES OF CHARACTER, SCHOLARSHIP, LEADERSHIP, AND SERVICE WITHIN A DIVERSE, INCLUSIVE AND CLOSE-KNIT COMMUNITY
13,250
HAMILTON COLLEGE
198 COLLEGE HILL ROAD
CLINTON
,
NY
13323
PC
SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE
247,500
MARTHA'S VINEYARD HOSPITAL
1 HOSPITAL ROAD
OAK BLUFFS
,
MA
02557
PC
SUPPORT A HOSPITAL THAT IS COMMITTED TO DELIVERING HIGH QUALITY, COMPASSIONATE MEDICAL CARE TO MEMBERS OF THE MARTHA'S VINEYARD COMMUNITY AND ITS VISITORS.
1,000
MIDDLEBURY COLLEGE
14 OLD CHAPEL ROAD
MIDDLEBURY
,
VT
05753
PC
SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE
25,000
MUSEUM OF FINE ARTS ST PETERSBURG
255 BEACH DRIVE NE
ST PETERSBURG
,
FL
33701
PC
SUPPORT AN ART MUSEUM THAT SEEKS TO ENGAGE, EDUCATE AND EXCITE THE LOCAL COMMUNITY BY COLLECTING, EXHIBITING, AND PRESERVING WORKS OF ART FOR THE ENJOYMENT OF THE DIVERSE CULTURES AND COMMUNITIES IT SERVES.
55,000
SHARON UNITED METHODIST CHURCH
2030 HOLDEN BRACH ROAD SW
SUPPLY
,
NC
28462
PC
SUPPORT THE GENERAL FUND OF THE CHURCH.
5,000
SHERIFF'S MEADOW FOUNDATION
57 DAVID AVENUE
VINEYARD HAVEN
,
MA
02568
PC
SUPPORT EFFORTS TO CONSERVE THE NATURAL, BEAUTIFUL, RURAL LANDSCAPE AND CHARACTER OF MARTHA'S VINEYARD THROUGH CONSERVATION, STEWARDSHIP AND EDUCATION PROGRAMS.
52,500
ST BERNARDS SCHOOL
4 E 98TH STREET
NEW YORK
,
NY
10029
PC
SUPPORT EFFORTS TO PROVIDE BOYS OF DIVERSE BACKGROUNDS AN INTRODUCTION TO LEARNING AND COMMUNITY LIFE.
5,500
THE POLLY HILL ARBORETUM
809 STATE ROAD
WEST TISBURY
,
MA
02575
PC
SUPPORT PLANT RESEARCH, EDUCATION AND CONSERVATION AT THE ARBORETUM'S 70 ACRE PUBLIC GARDENS.
500
THE PRINCETON FESTIVAL
PO BOX 2063
PRINCETON
,
NJ
08543
PC
SUPPORT A MULTI-DIMENSIONAL, WORLD-CLASS PERFORMING ARTS SUMMER FESTIVAL.
102,500
UNITED FIRST PRESBYTERIAN CHURCH OF AMWELL
1000 OLD YORK ROAD
RINGOES
,
NJ
08551
PC
PROVIDE FUNDNG FOR RENOVATIONS TO THE CHURCH BUILDING
276,878
UNIVERSITY OF ST JOSEPH
1678 ASYLUM AVENUE
WEST HARTFORD
,
CT
06117
PC
SUPPORT THE RIGOROUS LIBERAL ARTS AND PROFESSIONAL EDUCATION OF A DIVERSE STUDENT POPULATION AT A ROMAN CATHOLIC INSTITUTION THAT ENCOURAGES STRONG ETHICAL VALUES, PERSONAL INTEGRITY AND A SENSE OF RESPOSNIBILITY TO THE NEEDS OF SOCIETY.
10,000
UTICA COLLEGE
1600 BURRSTONE ROAD
UTICA
,
NY
13502
PC
SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE UNIVERSITY
100,000
WILLIAMS COLLEGE
15 LAWRENCE HALL DRIVE
WILLIAMSTOWN
,
MA
01267
PC
SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE
2,250
WILLIAMS COLLEGE MUSEUM OF ART
15 LAWRENCE HALL DRIVE
WILLIAMSTOWN
,
MA
01267
PC
PROVIDE FUNDING FOR COLLABORATIVE EFFORTS BETWEEN STUDENTS, FACULTY AND INTERNATIONALLY RESPECTED ARTISTS TO PRESENT THOUGHT-PROVOKING EXHIBITIONS AND PROGRAMS THAT ARE FREE AND OPEN TO THE PUBLIC.
5,000
BRONX CONSERVATORY OF MUSIC
C/O BRONX COMMUNITY COLLEGE 2155
UNIVERSITY AVENUE
NEW YORK
,
NY
11453
PC
GENERAL SUPPORT FOR ORGANIZATION THAT PROVIDES PRIVATE MUSIC INSTRUCTION OF THE HIGHEST QUALITY TO BRONX CHILDREN AND ADULTS.
10,000
BUCKINGHAM BROWNE AND NICHOLS SCHOOL
80 GERRYS LANDING ROAD
CAMBRIDGE
,
MA
02138
PC
SUPPORT OF ANNUAL FUND FOR SCHOOL WHO'S MISSION IS TO PROMOTE SCHOLARSHIP, INTEGRITY, AND KINDNESS UB DUVERSE, CURIOUS, AND MOTIVARED STUDENTS.
9,500
FOUR MILE HISTRORIC PARK
715 S FOREST ST
DENVER
,
CO
80246
PC
GIFT TO PARK ORGANIZED TO EDUCATE A DIVERSE COMMUNITY THROUGH EXPERIENCES WHICH PROMOTE PRESRVATION, INTERPRETATION AND ENJOYMENT OF DENVER'S WESTERN HERITAGE
1,000
HARLEM VILLAGE ACADEMIES
2351 FIRST AVE
NEW YORK
,
NY
10035
PC
GENERAL SUPPORT OF A K-12 PUBLIC CHARTER SCHOOL NETWORK COMMITTED TO A PROGRESSIVE EDUCATION PHILOSOPHY THAT EMBRACES A SENSE OF URGENCY, STRONG WORK ETHIC, AND ACCOUNTABILITY FOR STUDENT LEARNING.
1,000
MARTHA'S VINEYARD MUSEUM
151 LAGOON POND ROAD
VINEYARD HAVEN
,
MA
02568
PC
GENERAL SUPPORT FOR NUSEUM THAT INSPIRES ALL PEOPLE TO DISCOVER, EXPLORE, AND STRENGTHEN THEIR CONNECTIONS TO MARTHA'S VINEYARD AND INTS DIVERSE HERITAGE.
5,500
ST JAMES CHURCH
865 MADISON AVENUE
NEW YORK
,
NY
10029
PC
SUPPORT FOR AN EPISCOPALIAN PARISH THAT ACTIVELY SHARES THE LOVE OF JESUS CHRIST WITH PARISHONERS, NEW YORK CITY, AND THE WORLD.
2,000
BEACON HILL NURSERY SCHOOL
74 JOY ST
BOSTON
,
MA
02114
PC
SUPORT OF ANNUAL FUND OF NURSERY SCHOOL WHOSE MISSION IS TO CREATE A NURTURING COMUNITY THAT INSTILLS A LIFELONG LOVE OF LEARNING IN ITS STUDENTS
500
PINGRY SCHOOL
50 COUNTRY DAY DRIVE
SHORT HILLS
,
NJ
07078
PC
SUPPORT FOR SCHOOL THAT FOSTERS IN STUDENTS A LIFELONG COMMITMENT TO INTELLECTUAL EXPLORATION, INDIVIDUAL GROWTH, AND SOCIAL RESPONSIBILITY
1,000
YMCA OF MARTHA'S VINEYARD
111R EDGARTOWN VINEYARD HAVEN ROAD
VINEYARD HAVEN
,
MA
02568
PC
CONTRIBUTION TO CAPITAL CAMPAIGN FOR ORGANIZATION DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR CHILDREN, INDIVIDUALS, FAMILIES THROUGH THE DEVELOPMENT OF BODY, MIND AND SPIRIT.
5,000
MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY
PO BOX 4189
VINEYARD HAVEN
,
MA
02568
PC
SUPPORT OF ORGANIZATIN THAT PRODUCES WORLD-CLASS CHAMBER MUSIC CONCERTS, PROMOTES AND SUPPORTS CLASSICAL MUSIC LEARNING OPPORTUNITIES AND CREATES AWARENESS OF THE VALUE OF FINE MUSIC.
5,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILL
NEW BEDFORD
,
MA
02740
PC
SUPPORT FOR THE WORLD'S MOST COMPREHENSIVE MUSUEAM DEVOTED TO THE GLOBAL STORY OF WHALES, WHALING AND THE CULTURAL HISTORYOF THE NEW BEDFORD REGION.
1,000
564 PARK AVENUE PRESERVATION FOUNDATION
564 PARK AVENUE
NEW YORK
,
NY
10065
PC
GENERAL SUPPORT FOR ORGANIZATION DEDICTAED TO RESTORING, MAINTAINING AND PRESERVING, AND PROMOTING TO THE PUBLIC THE HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT BUILDING LOCATED AT 564 PARK AVE., NEW YORK.
5,000
Total
.................................
3a
971,878
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
900000
5,656
14
15,067
4
Dividends and interest from securities
....
900000
4,012
14
566,205
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
900000
61,974
14
10,013
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,078,457
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
71,642
1,669,742
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,741,384
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description