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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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)1133 MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VINEYARD HAVEN, MA02568
A Employer identification number

25-6901390
B Telephone number (see instructions)

(917) 902-9845
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$37,510,482J 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) 1,430,069
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,264 752  
4 Dividends and interest from securities... 772,563 772,478  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,406,060
b Gross sales price for all assets on line 6a 8,088,346
7 Capital gain net income (from Part IV, line 2)... 1,406,060
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 1,432 1,432  
12 Total. Add lines 1 through 11........ 3,612,388 2,180,722  
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 32,210 25,190   7,020
c Other professional fees (attach schedule).... Click to see attachment 149,122 123,837   25,285
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,410 10,643   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 2,276 2,276   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 202,018 161,946   32,305
25 Contributions, gifts, grants paid....... 1,381,000 1,381,000
26 Total expenses and disbursements. Add lines 24 and 25 1,583,018 161,946   1,413,305
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,029,370
b Net investment income (if negative, enter -0-) 2,018,776
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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    
2 Savings and temporary cash investments......... 744,901 1,226,795 1,226,795
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 22,830 22,830
10a Investments—U.S. and state government obligations (attach schedule) 548,729 Click to see attachment314,583 317,679
b Investments—corporate stock (attach schedule)....... 15,674,001 Click to see attachment17,882,696 29,113,893
c Investments—corporate bonds (attach schedule)....... 5,516,679 Click to see attachment4,647,155 4,694,066
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,929,797 Click to see attachment2,047,707 2,135,219
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) 24,460,029 26,141,766 37,510,482
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........... 24,460,029 26,141,766
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)..... 24,460,029 26,141,766
30 Total liabilities and net assets/fund balances (see instructions). 24,460,029 26,141,766
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
24,460,029
2
Enter amount from Part I, line 27a .....................
2
2,029,370
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26,371
4
Add lines 1, 2, and 3 ..........................
4
26,515,770
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
374,004
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,141,766
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICALLY 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 7,900,220   6,615,212 1,285,008
b       -41,756
c       -25,318
d 188,126     188,126
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       1,285,008
b       -41,756
c       -25,318
d       188,126
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 1,406,060
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 28,061
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 28,061
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 22,830
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 22,830
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.......Bullet 9 5,231
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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
    1133 MAIN STREET
    VINEYARD HAVEN,MA02568
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    33,719,349
    b
    Average of monthly cash balances.......................
    1b
    967,548
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    34,686,897
    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
    34,686,897
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    520,303
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    34,166,594
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,708,330
    Part X
    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 IX, line 6..................
    1
    1,708,330
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    28,061
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    601
    c
    Add lines 2a and 2b............................
    2c
    28,662
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,679,668
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,679,668
    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 XII, line 1 ...
    7
    1,679,668
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,679,668
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,357,962
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,413,305
    a Applied to 2020, but not more than line 2a 1,357,962
    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 2021 distributable amount..... 55,343
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,624,325
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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. 5,000
    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 4,500
    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. 35,000
    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. 1,000
    CLINTON CEMETARY ASSOCIATION INC
    FRANKLIN AVENUE
    CLINTON,NY13323     		  PC SUPPORT THE PRESEVATION AND MAINTENANCE OF A NON-DENOMINATIONAL, PREMIER HISTORIC CEMETARY 11,000
    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 52,500
    HAMILTON COLLEGE
    198 COLLEGE HILL ROAD
    CLINTON,NY13323     		  PC SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE 336,500
    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 2,000
    MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY
    PO BOX 4189
    VINEYARD HAVEN,MA02568     		  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. 2,500
    MARTHA'S VINEYARD HOSPITAL
    1 HOSPITAL ROAD
    OAK BLUFFS,MA02557     		  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. 5,000
    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
    MIDDLEBURY COLLEGE
    14 OLD CHAPEL ROAD
    MIDDLEBURY,VT05753     		  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,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. 110,000
    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 10,000
    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. 60,000
    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. 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. 1,000
    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. 1,500
    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. 50,000
    UNITED FIRST PRESBYTERIAN CHURCH OF AMWELL
    1000 OLD YORK ROAD
    RINGOES,NJ08551     		  PC PROVIDE FUNDNG FOR RENOVATIONS TO THE CHURCH BUILDING 245,000
    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 200,000
    WILLIAMS COLLEGE
    15 LAWRENCE HALL DRIVE
    WILLIAMSTOWN,MA01267     		  PC SUPPORT THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE 5,000
    DARTMOUTH COLLEGE FBO TUCK SCHOOL
    100 TUCK HALL
    HANOVER,NH03755     		  PC SUPPORT A PRIVATE IVY LEAGUE RESEARCH UNIVERSITY 1,000
    DUTCH SHEETS MINISTRIES
    PO BOX 4070
    BATESBURGLEESVILLE,SC29070     		  PC SUPPORT FOR AN APOSTLIC, PROPHETIC AND TEACHING MINISTRY USED TO EMPOWER CHRISTIANS THROUGHOUT AMERICA AND THE WORLD 5,000
    GOD'S HOUSE OF PRAISE
    147 OLD LANVALE RD
    LELAND,NC28451     		  PC SUPPORT OF A CHURCH 10,000
    HILLSDALE COLLEGE
    33 E COLLEGE STREET
    HILLSDALE,MI49242     		  PC GENERAL SUPPORT FOR A PRIVATE, CONSERVATIVE CHRISTIAN LIBERAL ARTS COLLEGE 10,000
    MARINE CORPS SCHOLARSHIP FOUNDATION
    909 N WASHINGTON STREET
    ALEXANDRIA,VA22314     		  PC SUPPORT FOR AN ORGANIZATION THAT PROVIDES ACADEMIC SCHOLARSHIPS TO CHILDREN OF U.S. MARINE AND NAVY CORPSMEN 5,000
    MOVING MOUNTAINS INC
    195 PLYMOUTH STREET
    BROOKLYN,NY11201     		  PC SUPPORT FOR AN ORGANIZATION THAT PROVIDES INNER CITY YOUTH WITH A PLACE TO DEVELOP SKILLS, TALENTS AND ABILITIES IN YOUTH WHILE BUIDLING CHARACTER 1,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD STE 1200
    JENKINTOWN,PA19046     		  PC SUPPORT FOR A PUBLIC CHARITY DEDICATED TO PROVIDING PHILANTHROPIC EXPERTISE TO DONORS, FOUNDATIONS AND FINANCIAL INSTITUTIONS, ENABLING THEM TO REALIZE THEIR PHILANTHROPIC ASPIRATIONS 1,500
    PRINCETON SYMPHONY ORCHESTRA
    575 EWING STREET
    PRINCETON,NJ08540     		  PC SUPPORT AN ORCHESTRA THAT ENRICHES, EDUCATES, ENTERTAINS AND INSPIRES A DIVERSE COMMUNITY THROUGH THE TRANSFORMATIVE POWER OF INNOVATIVE MUSICAL AND PERFORMING ARTS EXPERIENCES 70,000
    SOCIETY OF ST VINCENT DEPAUL
    66 PROGRESS PARKWAY
    MARYLAND HEIGHTS,MO63043     		  PC SUPPORT FOR A SOCIETY INSPIRED BY GOSPEL VALUES, GROWING IN HOLINESS AND BUILDING A MORE JUST WORLD THROUGH PERSONAL RELATIONSHIPS WITH AND SERVICES TO PEOPLE IN NEED 3,000
    CARES
    151 ELLIS STREET NE
    ATLANTA,GA30303     		  PC SUPPORT FOR A TORNADO RELIEF FUND 5,000
    VINEYARD PUBLIC LIBRARY
    200 MAIN STREET
    VINEYARD HAVEN,MA02568     		  PC SUPPORT FOR A LIBRARY THAT SERVES AS A COMMUNITY CENTER, AND PROVIDES MATERIALS, PROGRAMS AND SERVICES THAT MEET THE INFORMATIONAL, CULTURAL, AND RECREATIONAL NEEDS OF MARTHA'S VINEYARD RESIDENTS AND VISITORS 50,000
    Total .................................bullet 3a 1,381,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		221000 1,512 14 752  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		221000 -41,756 18 1,447,816  
    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) .. -38,728 2,221,047 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,182,319
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    SIBBRI FOUNDATION
    C/O BRIAN T BRISTOL
    Employer identification number

    25-6901390
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    SIBBRI FOUNDATION
    C/O BRIAN T BRISTOL         		Employer identification number
    25-6901390
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ESTATE OF MARY JAYNE COMEY
     
    C/O HTTS 100 FOUR FALLS CORPORATE C
     
    WEST CONSHOHOCKEN, PA19428

    		$ 399,199


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ESTATE OF MARY JAYNE COMEY
     
    C/O HTTS 100 FOUR FALLS CORPORATE C
     
    WEST CONSHOHOCKEN, PA19428

    		$ 1,030,870


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    SIBBRI FOUNDATION
    C/O BRIAN T BRISTOL         		Employer identification number

    25-6901390
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 INVESTMENT SECURITIES $ 1,030,870 2021-08-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    SIBBRI FOUNDATION
    C/O BRIAN T BRISTOL         		Employer identification number

    25-6901390
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 32,210 25,190   7,020

    TY 2021 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 221,414 220,087
    VANGUARD TOTAL BOND MARKET - 142,989 UTS 1,558,112 1,600,043
    VANGUARD TOTAL INTL BOND FUND - 84,386 UTS 1,841,270 1,861,545
    VANGURAD SHORT-TERM BOND FUND - 12,525 UTS 1,026,359 1,012,391

    TY 2021 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 - 578 SHS 25,178 81,348
    ACCENTURE PLC CL A - 132 SHS 15,998 54,721
    AIA GROUP LTD - 1,204 SHS 39,634 48,551
    ALIBABA GROUP HOLDINGS - 339 SHS 40,175 40,270
    ALPHABET INC/CA CL A - 38 SHS 36,640 110,088
    ALPHABET INC/CA CL C - 38 SHS 35,812 109,956
    AMADEUS IT GROUP SA - 467 SHS 34,054 31,625
    AMAZON.COM INC - 53 SHS 50,529 176,720
    AMERICAN INTERNATIONAL GROUP - 1,833 SHS 70,360 104,224
    ASML HOLDINGS NV - 91 SHS 15,633 72,449
    ATLAS COPCO AB - 626 SHS 23,820 43,388
    AUTODESK INC - 416 SHS 40,443 116,975
    AUTOMATED DATA PROCESSING - 95 SHS 9,495 23,425
    BERKSHIRE HATHAWAY INC CL B - 258 SHS 48,756 77,142
    BORGWARNER INC - 601 SHS 23,262 27,087
    CANADIAN PACIFIC RAILWAY LTD - 710 SHS 22,412 51,077
    CHARTER COMMUNICATIONS INC - 40 SHS 12,763 26,079
    CISCO SYSTEMS INC - 891 SHS 28,530 56,463
    COLGATE-PALMOLIVE - 426 SHS 28,899 36,355
    COMCAST CORP CL A - 616 SHS 23,323 31,003
    CSL LTD - 447 SHS 22,149 47,293
    DEERE & CO - 270 SHS 39,249 92,580
    DSV A S - 504 SHS 14,500 59,160
    EXPEDITORS INTL WASH INC - 489 SHS 25,943 65,668
    EXPERIAN PLC - 1,221 SHS 26,779 60,208
    META PLATFORMS - 651 SHS 108,409 218,964
    FACTSET RESEARCH SYSTEMS INC - 106 SHS 17,423 51,517
    FIDELITY 500 INDEX FUND - 25,749 UTS 2,370,613 4,256,909
    FIRST REPUBLIC BANK CL A - 78 SHS 6,891 16,108
    GENERAL MOTORS CO - 900 SHS 32,865 52,767
    HANESBRANDS INC - 1,579 SHS 28,453 26,401
    HARTFORD FINANCIAL SVCS GROUP - 615 SHS 27,386 42,460
    HONEYWELL INTERNATIONAL INC - 113 SHS 14,166 23,562
    ICON PLC - 148 SHS 22,728 45,836
    ISHARES CORE S&P 500 ETF - 22,899 UTS 5,455,194 10,922,594
    ISHARES INC MSCI JAPAN NEW - 14,568 UTS 876,903 975,473
    JPMORGAN BETABUILDERS CANADA ETF - 4,704 SHS 223,715 316,109
    LINDE PLC - 106 SHS 17,326 36,722
    LVMH MOET HENNESSY - 268 SHS 13,648 44,354
    MARSH & MCLENNAN COS - 197 SHS 15,398 34,243
    MEDTRONIC PLC - 394 SHS 32,423 40,759
    METTLER-TOLEDO INTERNATIONAL INC - 26 SHS 14,972 44,127
    MICROSOFT CORP - 443 SHS 31,418 148,990
    MONSTER BEVERAGE CORP - 928 SHS 46,816 89,125
    NESTLE SA - 279 SHS 22,568 39,163
    NEW STERIS LTD - 156 SHS 18,124 37,972
    NOVARTIS AG - 832 SHS 68,478 72,775
    NOVO-NORDISK A/S - 568 SHS 39,744 63,616
    NVR INC - 10 SHS 25,213 59,089
    ORACLE CORP - 1,441 SHS 66,321 125,670
    PARKER HANNIFIN CORP - 132 SHS 20,549 41,992
    PEPSICO INC - 371 SHS 43,434 64,446
    PERNOD-RICARD SA - 638 SHS 20,491 30,930
    PFIZER INC - 983 SHS 30,896 58,046
    PROCTOR & GAMBLE CO - 340 SHS 30,692 55,617
    QUALCOMM INC - 395 SHS 21,325 72,234
    REGENERON PHARMACEUTICALS - 126 SHS 46,488 79,572
    RESMED INC - 196 SHS 20,655 51,054
    SCHLUMBERGER LTD - 1,230 SHS 54,983 36,838
    SEI INVESTMENTS COMPANY - 605 SHS 32,320 36,869
    SHOPIFY INC - 31 SHS 3,630 42,699
    SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND - 108,437 UTS 1,152,364 1,203,655
    SIX CIRCLES US UNCONSTRAINED EQUITY FUND - 170,317 UTS 1,886,830 2,556,464
    STARBUCKS CORP - 581 SHS 37,263 67,960
    TAIWAN SEMICONDUCTOR - 527 SHS 18,648 63,403
    TEXAS INSTRUMENTS INC - 229 SHS 33,939 43,160
    VISA INC - 818 SHS 91,916 177,269
    WALT DISNEY CO - 952 SHS 116,815 147,455
    YUM BRANDS INC - 284 SHS 20,110 39,436
    YUM CHINA HOLDINGS - 389 SHS 13,649 19,388
    AARON'S INC - 383 SHS 6,780 9,441
    ALCON INC - 505 SHS 27,733 43,996
    ALGONQUIN POWER & UTILITIES - 708 SHS 9,796 12,935
    AMERICAN STATES WATER CO - 112 SHS 10,229 11,585
    AMERIGOLD REALTY TRUST - 274 SHS 10,308 8,984
    AMERISAFE INC - 113 SHS 7,387 6,083
    ARCHER-DANIELS-MIDLAND CO - 576 SHS 22,459 38,932
    BADGER METER INC - 108 SHS 5,641 11,508
    BANK OZK - 365 SHS 9,526 16,983
    BOOKING HOLDINGS INC - 19 SHS 33,206 45,585
    BXW TECHNOLOGIES INC - 204 SHS 11,169 9,768
    CALAVO GROWERS INC - 151 SHS 12,436 6,402
    CASEYS GENERAL STORES INC - 40 SHS 6,449 7,894
    CHEMED CORP - 25 SHS 10,300 13,226
    CHEVRON CORP - 500 SHS 54,058 58,675
    COGENT COMMUNICATIONS HLDG - 131 SHS 7,383 9,587
    COHEN & STEERS INC - 144 SHS 7,940 4,104
    ENCOMPASS HEALTH CORP - 181 SHS 11,484 9,398
    ENSIGN GROUP INC - 234 SHS 9,116 19,647
    EVERCORE INC - 128 SHS 9,422 17,389
    EXPONENT INC - 87 SHS 6,087 10,156
    FEDERAL AGRIC MTG CORP - 128 SHS 10,295 15,863
    FIDELITY NATIONAL INFO SERV - 344 SHS 32,329 37,548
    HOME BANCSHARES INC - 551 SHS 9,905 13,417
    HUMANA INC - 110 SHS 33,907 51,025
    J & J SNACK FOODS CORP - 64 SHS 11,942 10,109
    JPMORGAN BETABUILDERS EUROPE ETF - 10,922 SHS 596,812 652,480
    KENNEDY-WILSON HOLDINGS INC - 483 SHS 10,123 11,534
    LAKELAND FINANCIAL CORP - 180 SHS 7,675 14,425
    LEMAITRE VACULAR INC - 307 SHS 9,445 15,421
    LITTELFUSE INC - 44 SHS 7,723 13,846
    LULULEMON ATHLETICA INC - 105 SHS 18,994 41,102
    MGP INGREDIENTS INC - 202 SHS 8,013 17,168
    MONRO INC - 205 SHS 13,597 11,945
    MORNINGSTAR INC - 41 SHS 6,093 14,022
    MSC INDUSTRIAL DIRECT CO - 143 SHS 9,715 12,021
    NEXSTAR MEDIA GROUP INC -111 SHS 10,455 16,759
    NVIDIA CORP - 690 SHS 25,559 202,936
    POWER INTEGRATIONS - 140 SHS 6,058 13,005
    QUAKER CHEMICAL CORP - 49 SHS 7,553 11,308
    ROCHE HOLDINGS LTD - 1,403 SHS 52,158 72,521
    STANDEX INTERNATIONAL CORP - 156 SHS 10,267 18,247
    TETRA TECH INC - 76 SHS 6,356 12,905
    UNIVERSAL DISPLAY CORP - 37 SHS 6,203 6,106
    SIKA AG ADR - 1,097 SHS 20,411 45,591
    ABM INDUSTRIES INC - 223 SHS 8,406 9,110
    ADYEN NV - 1,202 SHS 22,363 31,637
    AON PLC - 99 SHS 19,664 29,755
    AUDIOCODES LTD - 278 SHS 9,142 9,658
    BANK OF AMERICA - 1,633 SHS 39,582 72,652
    BOEING CO - 605 SHS 101,195 121,799
    BRADY CORPORATION - 87 SHS 3,868 4,689
    BRUNSWICK CORP - 159 SHS 9,287 16,943
    CARRIER GLOBAL CORP - 639 SHS 9,643 34,659
    CATERPILLAR CORP - 133 SHS 19,241 27,496
    CHESAPEAKE UTILITIES CORP - 91 SHS 7,729 13,269
    COGNIZANT TECH SOLUTIONS - 567 SHS 36,272 50,304
    DIAMONDBACK ENERGY INC - 98 SHS 4,154 10,569
    DOMINION ENERGY INC - 322 SHS 24,366 25,296
    FERRARI NV - 175 SHS 27,949 45,294
    ILLUMINA INC - 164 SHS 50,049 62,392
    INNOVATIVE INDUSTRIAL PRPTYS - 73 SHS 6,824 19,192
    INTUITIVE SURGICAL INC - 117 SHS 19,815 42,038
    KB HOMES - 204 SHS 7,202 9,125
    KKR & CO INC - 970 SHS 23,160 72,265
    LANDSTAR SYSTEMS - 63 SHS 6,854 11,278
    L3HARRIS TECHNOLOGIES - 113 SHS 20,211 24,096
    LONZA GROUP - 517 SHS 31,626 43,170
    MANTECH INTL CORP - 132 SHS 10,324 9,627
    MATERION CORP - 116 SHS 6,600 10,665
    MAXIMUS INC - 116 SHS 6,907 9,242
    MONDELEZ INTL INC - 836 SHS 43,531 55,435
    NEXPOINT RESIDENTIAL - 190 SHS 5,787 15,928
    PROG HOLDINGS - 193 SHS 9,012 8,706
    PUBLIC STORAGE - 95 SHS 18,230 35,583
    SALESFORCE.COM INC - 419 SHS 64,497 106,480
    SHERWIN-WILLIAMS CO - 93 SHS 15,575 32,751
    SHOE CARNIVAL - 258 SHS 8,146 10,083
    SHUTTERSTOCK INC - 75 SHS 3,912 8,316
    TRUIST FINANCIAL CORP - 825 SHS 38,102 48,304
    UNIFIRST CORP - 50 SHS 8,797 10,520
    VF CORP - 489 SHS 27,944 35,805
    WEYERHAEUSER CO - 719 SHS 20,820 29,608
    WINGSTOP INC - 19 SHS 2,400 3,283
    WORKDAY INC - 144 SHS 20,496 39,338
    ABBIVIE INC - 205 SHS 22,852 27,757
    ATLASSIAN CORP - 80 SHS 30,590 30,503
    BECTON DICKINSON - 157 SHS 38,685 39,482
    FREEPORT MCMORAN INC - 1,283 SHS 50,260 53,540
    HOME DEPOT - 124 SHS 40,893 51,461
    NASDAQ INC - 162 SHS 31,441 34,022
    SBA COMMUNICATIONS CORP - 53 SHS 12,924 20,618
    SHENZHOU INTERNATIONAL - 1,275 SHS 27,198 24,480
    SIX CIRCLES CREDIT OPPORTUNITY - 62,438 UTS 645,614 641,868
    SPDR GOLD SHARES - 1 SH 119 171
    SS&C TECHNOLOGIES - 347 SHS 26,697 28,447
    VERTEX PHARMACEUTICALS - 322 SHS 63,710 70,711
    WELLS FARGO & CO - 496 SHS 19,823 23,798
    WUXI BIOLOGICS - 1,086 SHS 27,618 25,456
    ZYNGA NC - 1,972 SHS 19,500 12,621
    ENTEGRIS - 33 SHS 3,296 4,705
    PERFORMANCE FOOD GROUP - 118 SHS 3,738 5,415
    EPAM SYSTEMS - 56 SHS 24,901 37,433
    EVOLUTION AB - 160 SHS 30,861 22,874
    JPMORGAN BETABUILDERS DEV ASIA - 10,642 UTS 588,424 575,839
    LASERTEC CORP - 940 SHS 33,004 57,594
    LI NING CO LTD - 97 SHS 28,889 26,309
    VERIZON COMMUNICATIONS - 408 HSH 22,952 21,200

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    US Government Securities - End of Year Book Value:

    314,583
    US Government Securities - End of Year Fair Market Value:

    317,679
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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 33,205 5,460
    BSREP III (BROOKFIELD) PRIVATE INVESTORS LLC AT COST 363,367 387,886
    GSO PRIVATE INVESTORS II B, LLC AT COST 120,430 57,318
    RS GLOBAL ENERGY AND POWER PRIVATE INVESTORS VI, LLC AT COST 700,737 714,147
    SOF X PRIVATE INVESTORS LLC AT COST 145,185 114,560
    VANGUARD MORTGAGE BACKED SECURITIES - 6,401 SHS AT COST 344,807 338,229
    ASF VIII PRIVATE INVESTORS OFFSHORE AT COST 297,015 413,938
    BROOKFIELD INFRASTRUCTURES LP AT COST 42,961 103,681

    TY 2021 OtherDecreasesSchedule
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Description Amount
    UNREALIZED GAIN ON INVESTMENT SECURITIES 374,004


    TY 2021 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 541 541   0
    BANK FEES 85 85   0
    OTHER DEDUCTION FROM PASSTRHOUGHS 1,650 1,650   0


    TY 2021 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 1 1 1
    ROYALTY INCOME FROM PRIVATE EQUITY INVESTOR K-1S 1,431 1,431 1,431


    TY 2021 OtherIncreasesSchedule
    Name:
    SIBBRI FOUNDATION
     
    C/O BRIAN T BRISTOL
    EIN:
    25-6901390
    Description Amount
    US TREASURY TAX-EXEMPT DIVIDENDS 5,558
    BOOK TAX INCOME DIFFERENCE FROM PASSTHROUGHS 20,813


    TY 2021 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 149,122 123,837   25,285


    TY 2021 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 10,440 10,440   0
    FOREIGN TAXES FROM PRIVATE EQUITY INVESTOR K-1S 203 203   0
    TAX ON UNRELATED BUSINESS INCOME 7,767 0   0