Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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, NY10029
A Employer identification number

25-6901390
B Telephone number (see instructions)

(212) 464-0308
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$31,745,511J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,228 4,652  
4 Dividends and interest from securities... 501,013 500,967  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 217,639
b Gross sales price for all assets on line 6a 7,971,592
7 Capital gain net income (from Part IV, line 2)... 217,639
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)....... Click to see attachment 74 74  
12 Total. Add lines 1 through 11........ 724,954 723,332  
Operating and Administrative Expenses 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).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,861 2,931   2,930
c Other professional fees (attach schedule).... Click to see attachment 125,568 104,184   21,384
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,961 6,578   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 50,883 50,883   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 213,273 164,576   24,314
25 Contributions, gifts, grants paid....... 1,125,000 1,125,000
26 Total expenses and disbursements. Add lines 24 and 25 1,338,273 164,576   1,149,314
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -613,319
b Net investment income (if negative, enter -0-) 558,756
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 426 426 426
2 Savings and temporary cash investments......... 701,588 744,901 744,901
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   45,496 45,496
10a Investments—U.S. and state government obligations (attach schedule) 508,646 Click to see attachment548,729 561,203
b Investments—corporate stock (attach schedule)....... 17,612,652 Click to see attachment15,674,001 22,827,715
c Investments—corporate bonds (attach schedule)....... 5,013,586 Click to see attachment5,516,679 5,942,664
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,228,902 Click to see attachment1,929,797 1,623,106
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,065,800 24,460,029 31,745,511
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 25,065,800 24,460,029
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 25,065,800 24,460,029
30 Total liabilities and net assets/fund balances (see instructions). 25,065,800 24,460,029
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
25,065,800
2
Enter amount from Part I, line 27a .....................
2
-613,319
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,548
4
Add lines 1, 2, and 3 ..........................
4
24,460,029
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,460,029
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES      
b PRIVATE EQUITY PARTNERSHIP K-1S P    
c PRIVATE EQUITY PARTNERSHIP K-1S P    
d CAPITAL GAINS DIVIDENDS P    
e
(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 7,909,308   7,666,180 243,128
b       -9,448
c       -78,325
d 62,284     62,284
e
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       243,128
b       -9,448
c       -78,325
d       62,284
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 217,639
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 7,767
c All other domestic foundations enter 1.39% 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 7,767
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 7,767
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 30,660
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,660
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 63
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 22,830
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet22,830 RefundedBullet 11 0
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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletPA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (212) 464-0308

    Located atbullet390 MADISON AVENUENEW YORKNY ZIP+4bullet10017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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,NY10012
    MADELEINE BRISTOL KUCKEL TRUSTEE
    0.25     		0 0 0
    6826 PECK ROAD
    DEANSBORO,NY13328
    PAMELA W BRISTOL TRUSTEE
    0.25     		0 0 0
    24 RUNYON MILL ROAD
    RINGOES,NJ08551
    SANFORD A BRISTOL TRUSTEE
    0.25     		0 0 0
    704 FEDERAL ROAD
    BALD HEAD ISLAND,NC28461
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    27,592,605
    b
    Average of monthly cash balances.......................
    1b
    835,803
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,428,408
    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
    28,428,408
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    426,426
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    28,001,982
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,400,099
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,400,099
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,767
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    2,162
    c
    Add lines 2a and 2b............................
    2c
    9,929
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,390,170
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,390,170
    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
    1,390,170
    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
    1,149,314
    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
    1,149,314
    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
    1,149,314
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,390,170
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,117,106
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,149,314
    a Applied to 2019, but not more than line 2a 1,117,106
    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 2020 distributable amount..... 32,208
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,357,962
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    564 PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVENUE
    NEW YORK,NY10065     		  PC GENERAL SUPPORT FOR ORGANIZATION DEDICATED TO RESTORING, MAINTAINING AND PRESERVING, AND PROMOTING TO THE PUBLIC THE HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT BUILDING LOCATED AT 564 PARK AVE., NEW YORK. 1,000
    ALEXANDER TWILIGHT ACADEMY INC
    195 W NEWTON STREET
    BOSTON,MA02116     		  PC GENERAL SUPPORT FOR FREE ACADEMIC CATALYST PROGRAM THAT PROVIDES BOSTON AREA STUDENTS FROM UNDER-RESOURCED BACKGROUNDS WITH THE HIGHEST QUALITY EDUCATION AND LIFE-ENRICHING OPPORTUNITIES 25,000
    BOWDOIN COLLEGE
    255 MAINE STREET
    BRUNSWICK,ME04011     		  PC SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE 1,000
    BRONX CONSERVATORY OF MUSIC
    C/O BRONX COMMUNITY COLLEGE 2155
    UNIVERSITY AVENUE
    NEW YORK,NY11453     		  PC GENERAL SUPPORT FOR ORGANIZATION THAT PROVIDES PRIVATE MUSIC INSTRUCTION OF THE HIGHEST QUALITY TO BRONX CHILDREN AND ADULTS. 20,000
    BUCKINGHAM BROWNE AND NICHOLS SCHOOL
    80 GERRYS LANDING ROAD
    CAMBRIDGE,MA02138     		  PC SUPPORT OF ANNUAL FUND FOR SCHOOL WHO'S MISSION IS TO PROMOTE SCHOLARSHIP, INTEGRITY, AND KINDNESS UB DUVERSE, CURIOUS, AND MOTIVARED STUDENTS. 10,000
    CHAPIN SCHOOL
    100 EAST END AVENUE
    NEW YORK,NY10028     		  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. 6,000
    CLINTON CEMETARY ASSOCIATION INC
    FRANKLIN AVENUE
    CLINTON,NY13323     		  PC SUPPORT THE PRESEVATION AND MAINTENANCE OF A NON-DENOMINATIONAL, PREMIER HISTORIC CEMETARY 5,000
    CLINTON CENTRAL SCHOOL DISTRICT FOUNDATION
    75 CHENANGO AVENUE PO BOX 215
    CLINTON,NY13323     		  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
    FOUNDATION FOR UNDERWAY EXPERIMENTAL LEARNING
    5 WATER STREET
    VINEYARD HAVEN,MA02568     		  PC GENERAL SUPPORT FOR ORGANIZATION DEDICATED TO HELP STUDENTS FIND MOTIVATION FOR LEARNING IN A NOVEL, SUPPORTIVE AND STIMULATING ENVIRONMENT ABOURD THE DECKS AND RIGS OF A TALL SHIP 5,000
    GROTON SCHOOL
    282 FARMERS ROW
    GROTON,MA01450     		  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 21,500
    HAMILTON COLLEGE
    198 COLLEGE HILL ROAD
    CLINTON,NY13323     		  PC SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE 288,000
    MARTHA'S VINEYARD AGRICULTURAL SOCIETY
    35 PANHANDLE ROAD
    WEST TISBURY,MA02575     		  PC GENERAL SUPPORT FOR ORGANIZATION THAT SUPPORTS AND PROMOTED THE PRODUCTION, MARLETING, PRESERVATION AND ENJOYMENT OF AGGRICULTURE IN THE MARTHA'S VINEYARD COMMUNITY 3,000
    MARTHA'S VINEYARD MUSEUM
    151 LAGOON POND ROAD
    VINEYARD HAVEN,MA02568     		  PC GENERAL SUPPORT FOR NUSEUM THAT INSPIRES ALL PEOPLE TO DISCOVER, EXPLORE, AND STRENGTHEN THEIR CONNECTIONS TO MARTHA'S VINEYARD AND INTS DIVERSE HERITAGE. 1,000
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVENUE
    NEW YORK,NY10028     		  PC SUPPORT A MUSEUM THAT COLLECTS, STUDIES, CONSERVES AND PRESENTS SIGNIFICANT WORKS OF ART ACROSS ALL TIMES AND CULTURES IN ORDER TO CONNECT PEOPLE TO CREATIVITY, KNOWLEDGE AND IDEAS. 1,000
    MIDDLEBURY COLLEGE
    14 OLD CHAPEL ROAD
    MIDDLEBURY,VT05753     		  PC SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE 35,000
    MUSEUM OF FINE ARTS ST PETERSBURG
    255 BEACH DRIVE NE
    ST PETERSBURG,FL33701     		  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. 115,000
    OPERATION TOPCAT
    PO BOX 922
    SNEADS FERRY,NC28460     		  PC SUPPORT THE CHARITY'S MISSION TO REDUCE THE STRAY/FERAL CAT POPULATION IN A HUMANE AND CARING WAY BY FINDING HOMES FOR STRAYS AND HELPING CARE TAKERS OF MANAGED COLONIES SRAY AND NEUTER CATS. 5,000
    PROCTOR ACADEMY
    204 MAIN STREET
    ANDOVER,NH03216     		  PC GENERAL SUPPORT FOR A COEDUCATIONAL, INDEPENDENT PREPARATORY BOARDING SCHOOL FOR GRADES 9-12 1,500
    SAIL MARTHA'S VINEYARD
    151 BEACH ROAD UNIT 2C
    VINEYARD HAVEN,MA02568     		  PC GENERAL SUPPORT FOR ORGANIZATION FOCUSED ON CONNECTING MARTHA'S VINEYARD CHILDREN AND THE COMMUNITY WITH THE TRADITIONS AND EXPERIENCES OF THE ISLAND'S MARITIME HERITAGE. 1,000
    SAVE A FRIEND TO HOMELESS ANIMALS
    1010 CO ROAD
    MONTGOMERY,NJ08558     		  PC GENERAL SUPPORT TO AN ANIMAL SHELTER DEDICATED TO PROTECTING THE HEALTH AND WELFARE OF HOMELESS COMPANION ANIMALS. 2,500
    SHARON UNITED METHODIST CHURCH
    2030 HOLDEN BRACH ROAD SW
    SUPPLY,NC28462     		  PC SUPPORT THE GENERAL FUND OF THE CHURCH. 20,000
    SHERIFF'S MEADOW FOUNDATION
    57 DAVID AVENUE
    VINEYARD HAVEN,MA02568     		  PC SUPPORT EFFORTS TO CONSERVE THE NATURAL, BEAUTIFUL, RURAL LANDSCAPE AND CHARACTER OF MARTHA'S VINEYARD THROUGH CONSERVATION, STEWARDSHIP AND EDUCATION PROGRAMS. 90,000
    ST BERNARDS SCHOOL
    4 E 98TH STREET
    NEW YORK,NY10029     		  PC SUPPORT EFFORTS TO PROVIDE BOYS OF DIVERSE BACKGROUNDS AN INTRODUCTION TO LEARNING AND COMMUNITY LIFE. 1,000
    ST JAMES CHURCH
    865 MADISON AVENUE
    NEW YORK,NY10029     		  PC SUPPORT FOR AN EPISCOPALIAN PARISH THAT ACTIVELY SHARES THE LOVE OF JESUS CHRIST WITH PARISHONERS, NEW YORK CITY, AND THE WORLD. 1,000
    THE AMERICAN UNIVERSITY OF PARIS
    1004 MIDNIGHT ROAD
    WILMINGTON,NC28403     		  PC CONTRIBUTION FOR THE CENTER FOR CENTRAL DEMOCRACY STUDIES 5,000
    THE NATIONAL SOCIETY OF COLONIAL DAMES IN THE CITY OF NEW YORK
    215 E 71ST STREET
    NEW YORK,NY10021     		  PC GENERAL SUPPORT FOR ORGANIZATION THAT PROMOTES THE HISTORIC PRESERVATION OF SITES AND OBJECTS, AWARD SCHOLARSHIPS, EDUCATES THE PUBLIC ABOUT AMERICAN HISTORY, INSPIRES PATRIOTISM, AND PROMOTES FELLOWSHIP AMONG ITS MEMBERS. 500
    THE NATURE CONSERVANCY OF NEW JERSEY
    200 POTTERVILLE ROAD
    CHESTER,NJ07930     		  PC CONTRIBUTION TO THE DALE K MILLER PRESERVATION FUND TO PROTECT THE LANDS AND WATERS OF NEW JERSEY 5,000
    THE PENNINGTON SCHOOL
    112 W DELAWARE AVE
    PENNINGTON,NJ08534     		  PC CONTRIBUTION TO THE PENNINGTON FUND BENEFITING A PRIVATE, COEDUCATIONAL COLLEGE PREPARATORY SCHOOL FOR STUDENTS IN GRADES 6 - 12. 1,000
    THE POLLY HILL ARBORETUM
    809 STATE ROAD
    WEST TISBURY,MA02575     		  PC SUPPORT PLANT RESEARCH, EDUCATION AND CONSERVATION AT THE ARBORETUM'S 70 ACRE PUBLIC GARDENS. 1,000
    THE PRINCETON FESTIVAL
    PO BOX 2063
    PRINCETON,NJ08543     		  PC SUPPORT A MULTI-DIMENSIONAL, WORLD-CLASS PERFORMING ARTS SUMMER FESTIVAL. 88,000
    UNITED FIRST PRESBYTERIAN CHURCH OF AMWELL
    1000 OLD YORK ROAD
    RINGOES,NJ08551     		  PC PROVIDE FUNDNG FOR RENOVATIONS TO THE CHURCH BUILDING 195,000
    UNIVERSITY OF ST JOSEPH
    1678 ASYLUM AVENUE
    WEST HARTFORD,CT06117     		  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,NY13502     		  PC SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE UNIVERSITY 140,000
    WILLIAMS COLLEGE
    15 LAWRENCE HALL DRIVE
    WILLIAMSTOWN,MA01267     		  PC SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE 6,000
    YALE UNIVERSITY
    157 CHURCH STREET
    NEW HAVEN,CT06520     		  PC SUPPORT A PRIVATE IVY LEAGUE RESEARCH UNIVERSITY THAT IS DEDICATED TO EXPANDING AND SHARING KNOWLEDGE, INSPIRING INNOVATION AND PRESFVING CULTURAL AND SCIENTIFIC INFORMATION FOR FUTURE GENERATIONS. 4,000
    Total .................................bullet 3a 1,125,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		900000 1,576 14 4,652  
    4 Dividends and interest from securities.... 900000 46 14 500,967  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 900000 45 15 29  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900000 -9,448 18 227,087  
    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).. -7,781 732,735 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    724,954
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part 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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREPARATION FEES 5,861 2,931   2,930

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SIX CIRCLES ULTRA SHORT DURATION FUND - 22,119 UTS 221,414 221,856
    VANGUARD TOTAL BOND MARKET - 66,783 UTS 700,557 776,022
    VANGUARD TOTAL INTL BOND FUND - 130,503 UTS 2,910,762 3,052,455
    PGIM HIGH YIELD FUND - 170,608 UTS 803,206 940,047
    PIMCO HIGH YIELD FUND - 74,976 UTS 613,300 680,778
    VANGUARD INT-TERM CORPORATE BOND FD 267,440 271,506

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES - 644 SHS 28,129 70,512
    ACCENTURE PLC CL A - 180 SHS 22,703 47,018
    AIA GROUP LTD - 1,204 SHS 39,634 59,153
    ALIBABA GROUP HOLDINGS - 528 SHS 70,366 122,881
    ALPHABET INC/CA CL A - 42 SHS 40,872 73,611
    ALPHABET INC/CA CL C - 41 SHS 38,937 71,827
    AMADEUS IT GROUP SA - 2488 SHS 35,642 36,668
    AMAZON.COM INC - 56 SHS 53,401 182,388
    AMERICAN INTERNATIONAL GROUP - 1,833 SHS 70,360 69,397
    ASML HOLDINGS NV - 117 SHS 20,687 57,063
    ATLAS COPCO AB - 649 SHS 24,796 33,151
    AUTODESK INC - 451 SHS 44,887 137,708
    AUTOMATED DATA PROCESSING - 106 SHS 10,748 18,677
    BERKSHIRE HATHAWAY INC CL B - 258 SHS 48,756 59,823
    BORGWARNER INC - 890 SHS 36,914 34,390
    CANADIAN PACIFIC RAILWAY LTD - 148 SHS 23,665 51,310
    CERNER CORP - 539 SHS 35,004 42,301
    CHARTER COMMUNICATIONS INC - 55 SHS 17,635 36,385
    CISCO SYSTEMS INC - 977 SHS 31,451 43,721
    COLGATE-PALMOLIVE - 458 SHS 31,070 39,164
    COMCAST CORP CL A - 753 SHS 28,661 39,457
    CSL LTD - 484 SHS 25,107 53,313
    DEERE & CO - 408 SHS 53,961 109,772
    DSV A S - 528 SHS 15,191 44,363
    EXPEDITORS INTL WASH INC - 637 SHS 35,114 60,585
    EXPERIAN PLC - 1,267 SHS 28,171 48,095
    FACEBOOK INC - 618 SHS 96,543 168,813
    FACTSET RESEARCH SYSTEMS INC - 119 SHS 19,999 39,568
    FIDELITY 500 INDEX FUND - 33,604 UTS 3,210,614 4,374,228
    FIRST REPUBLIC BANK CL A - 237 SHS 21,706 34,822
    GENERAL MOTORS CO - 976 SHS 34,882 40,641
    GILEAD SCIENCES INC - 299 SHS 20,875 17,420
    HANESBRANDS INC - 1,579 SHS 28,453 23,022
    HARTFORD FINANCIAL SVCS GROUP - 718 SHS 32,617 35,168
    HDFC BANK LTD - 714 SHS 34,178 51,594
    HONEYWELL INTERNATIONAL INC - 147 SHS 18,993 31,267
    ICON PLC - 102 SHS 9,456 19,888
    ISHARES CORE S&P 500 ETF - 22,899 UTS 5,455,194 8,596,056
    ISHARES INC MSCI JAPAN NEW - 7,641 UTS 407,928 516,226
    JPMORGAN BETABUILDERS CANADA ETF - 9,409 SHS 223,715 252,444
    JPMORGAN CHASE & CO - 182 SHS 15,257 23,127
    KIMBERLY CLARK CORP - 243 SHS 30,130 32,764
    LINDE PLC - 106 SHS 17,326 27,932
    LVMH MOET HENNESSY - 400 SHS 21,148 49,892
    MARSH & MCLENNAN COS - 209 SHS 16,541 24,453
    MEDTRONIC PLC - 406 SHS 33,427 47,559
    METLIFE INC - 613 SHS 28,931 28,780
    METTLER-TOLEDO INTERNATIONAL INC - 30 SHS 18,479 34,190
    MICROSOFT CORP - 504 SHS 36,518 112,100
    MONSTER BEVERAGE CORP - 963 SHS 48,999 89,058
    MORGAN STANLEY - 460 SHS 19,292 31,524
    NESTLE SA - 317 SHS 26,459 37,343
    NEW STERIS LTD - 161 SHS 18,869 30,516
    NOVARTIS AG - 901 SHS 75,047 85,081
    NOVO-NORDISK A/S - 337 SHS 13,422 23,539
    NVR INC - 10 SHS 25,213 40,799
    ORACLE CORP - 1,550 SHS 71,742 100,270
    PARKER HANNIFIN CORP - 132 SHS 20,549 35,958
    PEPSICO INC - 371 SHS 43,434 55,019
    PERNOD-RICARD SA - 653 SHS 21,010 25,043
    PFIZER INC - 983 SHS 30,896 36,184
    PHILIP MORRIS INTERNATIONAL - 117 SHS 8,943 9,686
    PROCTOR & GAMBLE CO - 340 SHS 30,692 47,308
    QUALCOMM INC - 472 SHS 25,505 71,905
    REGENERON PHARMACEUTICALS - 136 SHS 51,111 65,703
    RESMED INC - 224 SHS 25,600 47,613
    SCHLUMBERGER LTD - 1,335 SHS 62,579 29,143
    SEI INVESTMENTS COMPANY - 6863HS 36,348 38,103
    SHOPIFY INC - 32 SHS 3,748 36,222
    SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND - 49,624 UTS 460,433 495,251
    SIX CIRCLES US UNCONSTRAINED EQUITY FUND - 139,046 UTS 1,396,830 1,868,772
    STARBUCKS CORP - 624 SHS 41,487 66,756
    TAIWAN SEMICONDUCTOR - 681 SHS 24,939 74,256
    TENCENT HOLDINGS LTD - 492 SHS 16,124 35,370
    TEXAS INSTRUMENTS INC - 217 SHS 22,580 35,616
    TJX COMPANIES INC - 598 SHS 22,255 40,837
    VISA INC - 799 SHS 83,289 174,765
    WALT DISNEY CO - 869 SHS 103,094 157,445
    YUM BRANDS INC - 309 SHS 22,176 33,545
    YUM CHINA HOLDINGS - 420 SHS 14,821 23,978
    AARON'S INC - 383 SHS 6,780 7,262
    ALCON INC - 511 SHS 28,073 33,716
    ALGONQUIN POWER & UTILITIES - 708 SHS 9,796 11,654
    AMERICAN STATES WATER CO - 112 SHS 10,229 8,905
    AMERIGOLD REALTY TRUST - 274 SHS 10,308 10,228
    AMERISAFE INC - 113 SHS 7,387 6,490
    ARCHER-DANIELS-MIDLAND CO - 576 SHS 22,459 29,036
    BADGER METER INC - 108 SHS 5,641 10,159
    BANK OZK - 365 SHS 9,526 11,414
    BOOKING HOLDINGS INC - 19 SHS 33,206 42,318
    BXW TECHNOLOGIES INC - 204 SHS 11,169 12,297
    CMC MATERIALS - 76 SHS 10,253 11,348
    CALAVO GROWERS INC - 151 SHS 12,436 10,484
    CASEYS GENERAL STORES INC - 40 SHS 6,449 7,145
    CHEMED CORP - 25 SHS 10,300 13,315
    CHEVRON CORP - 380 SHS 41,737 32,091
    COGENT COMMUNICATIONS HLDG - 131 SHS 7,383 7,843
    COHEN & STEERS INC - 144 SHS 7,940 10,699
    CORE-MARK HOLDING CO INC - 270 SHS 7,859 7,930
    ENCOMPASS HEALTH CORP - 181 SHS 11,484 14,967
    ENSIGN GROUP INC - 234 SHS 9,116 17,063
    EVERCORE INC - 128 SHS 9,422 14,034
    EXPONENT INC - 87 SHS 6,087 7,833
    FEDERAL AGRIC MTG CORP - 128 SHS 10,295 9,504
    FIDELITY NATIONAL INFO SERV - 212 SHS 15,180 29,990
    HOME BANCSHARES INC - 551 SHS 9,905 10,734
    HUMANA INC - 72 SHS 19,358 29,539
    J & J SNACK FOODS CORP - 64 SHS 11,942 9,944
    JPMORGAN BETABUILDERS EUROPE ETF - 11,779 SHS 260,589 307,667
    KENNEDY-WILSON HOLDINGS INC - 483 SHS 10,123 8,641
    LAKELAND FINANCIAL CORP - 180 SHS 7,675 9,644
    LEMAITRE VACULAR INC - 307 SHS 9,445 12,434
    LITTELFUSE INC - 44 SHS 7,723 11,205
    LULULEMON ATHLETICA INC - 109 SHS 19,860 37,935
    MGP INGREDIENTS INC - 202 SHS 8,013 9,506
    MONRO INC - 205 SHS 13,597 10,926
    MORNINGSTAR INC - 41 SHS 6,093 9,494
    MSC INDUSTRIAL DIRECT CO - 143 SHS 9,715 12,068
    NEXSTAR MEDIA GROUP INC -111 SHS 10,455 12,120
    NVIDIA CORP - 231 SHS 34,367 120,628
    O'REILLY AUTOMOTIVE INC - 41 SHS 15,622 18,555
    POWER INTEGRATIONS - 140 SHS 6,058 11,460
    QTS REALTY TRUST - 158 SHS 8,338 9,777
    QUAKER CHEMICAL CORP - 49 SHS 7,553 12,416
    ROCHE HOLDINGS LTD - 1,533 SHS 57,647 67,207
    SCHWAB CORP - 1,002 SHS 37,581 53,146
    SMITH & NEPHEW PLC - 714 SHS 33,384 30,109
    STANDEX INTERNATIONAL CORP - 156 SHS 10,267 12,093
    TETRA TECH INC - 76 SHS 6,356 8,799
    UNIVERSAL DISPLAY CORP - 37 SHS 6,203 8,503
    SIKA AG ADR - 1,133 SHS 21,092 30,852
    ABM INDUSTRIES INC - 223 SHS 8,406 8,438
    ADYEN NV - 648 SHS 24,119 30,067
    AON PLC - 104 SHS 20,701 21,972
    AUDIOCODES LTD - 278 SHS 9,142 7,659
    BANK OF AMERICA - 1,633 SHS 39,582 49,496
    BOEING CO - 498 SHS 80,006 106,602
    BRADY CORPORATION - 87 SHS 3,868 4,595
    BRUNSWICK CORP - 159 SHS 9,287 12,122
    CARRIER GLOBAL CORP - 639 SHS 9,643 24,103
    CATERPILLAR CORP - 133 SHS 19,241 24,209
    CHESAPEAKE UTILITIES CORP - 91 SHS 7,729 9,847
    COGNIZANT TECH SOLUTIONS - 463 SHS 28,450 37,943
    DIAMONDBACK ENERGY INC - 98 SHS 4,154 4,743
    DOMINION ENERGY INC - 226 SHS 17,564 16,995
    FERRARI NV - 117 SHS 16,091 26,854
    ILLUMINA INC - 143 SHS 42,161 52,910
    INNOVATIVE INDUSTRIAL PRPTYS - 73 SHS 6,824 13,369
    INTUITIVE SURGICAL INC - 42 SHS 21,376 34,360
    ISHARES CORE MSCI EMERGING MKT - 5,100 UTS 281,992 316,404
    KB HOMES - 204 SHS 7,202 6,838
    KKR & CO INC - 1,163 SHS 28,390 47,090
    LANDSTAR SYSTEMS INC - 63 SHS 6,854 8,484
    L3HARRIS TECHNOLOGIES - 113 SHS 20,211 21,359
    LONZA GROUP - 562 SHS 34,454 36,013
    LUMINEX CORP - 374 SHS 10,117 8,647
    MANTECH INTL CORP - 132 SHS 10,324 11,740
    MATERION CORP - 116 SHS 6,600 7,392
    MAXIMUS INC - 116 SHS 6,907 8,490
    MERCADOLIBRE INC - 48 SHS 33,615 80,411
    MONDELEZ INTL INC - 836 SHS 43,531 48,881
    NEXPOINT RESIDENTIAL - 190 SHS 5,787 8,039
    PROG HOLDINGS - 193 SHS 9,012 10,397
    PUBLIC STORAGE - 95 SHS 18,230 21,938
    SALESFORCE.COM INC - 421 SHS 63,708 93,685
    SHERWIN-WILLIAMS CO - 31 SHS 15,575 22,782
    SHOE CARNIVAL - 258 SHS 8,146 10,108
    SHUTTERSTOCK INC - 75 SHS 3,912 5,378
    TRUIST FINANCIAL CORP - 638 SHS 27,145 30,579
    UNIFIRST CORP - 50 SHS 8,797 10,584
    VF CORP - 489 SHS 27,944 41,765
    WEYERHAEUSER CO - 719 SHS 20,820 24,108
    WINGSTOP INC - 19 SHS 2,400 2,518
    WORKDAY INC - 156 SHS 22,250 37,379

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    US Government Securities - End of Year Book Value:

    548,729
    US Government Securities - End of Year Fair Market Value:

    561,203
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GSO PRIVATE INVESTORS LLC AT COST 35,572 58,640
    BSREP III (BROOKFIELD) PRIVATE INVESTORS LLC AT COST 274,337 274,337
    GSO PRIVATE INVESTORS II B, LLC AT COST 125,831 97,522
    RS GLOBAL ENERGY AND POWER PRIVATE INVESTORS VI, LLC AT COST 874,451 646,449
    SOF X PRIVATE INVESTORS LLC AT COST 180,580 107,430
    VANGUARD MORTGAGE BACKED SECURITIES - 4,950 SHS AT COST 267,944 267,646
    ASF VIII PRIVATE INVESTORS OFFSHORE AT COST 171,082 171,082

    TY 2020 OtherExpensesSchedule
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEPOSITORY FEES 426 426   0
    INVESTMENT EXPENSES AND LOSSES REPORTED ON PRIVATE EQUITY INVESTOR K-1S 48,778 48,778   0
    OTHER EXPENSES 1,679 1,679   0


    TY 2020 OtherIncomeSchedule2
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME FROM PRIVATE EQUITY INVESTOR K-1S 29 29 29
    ROYALTY INCOME FROM PRIVATE EQUITY INVESTOR K-1S 45 45 45


    TY 2020 OtherIncreasesSchedule
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Description Amount
    US TREASURY TAX-EXEMPT DIVIDENDS 7,548


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 125,568 104,184   21,384


    TY 2020 TaxesSchedule
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 6,524 6,524   0
    FOREIGN TAXES FROM PRIVATE EQUITY INVESTOR K-1S 54 54   0
    EXCISE TAX ON INVESTMENT INCOME 9,548 0   0
    TAX ON UNRELATED BUSINESS INCOME 14,835 0   0