Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$33,572,858J 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 right arrow.............
3 Interest on savings and temporary cash investments 24,761 24,753  
4 Dividends and interest from securities... 771,850 769,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,075,768
b Gross sales price for all assets on line 6a 6,030,587
7 Capital gain net income (from Part IV, line 2)... 1,075,768
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
List of Attached Documents:
// Content
34,950 0  
12 Total. Add lines 1 through 11........ 1,907,329 1,870,118  
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
List of Attached Documents:
// Content
30,295 20,280   10,015
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
141,956 111,292   30,664
17 Interest............... 1,206 1,206   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
64,141 16,100   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
List of Attached Documents:
// Content
124,791 124,791   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 362,389 273,669   40,679
25 Contributions, gifts, grants paid....... 1,500,000 1,500,000
26 Total expenses and disbursements. Add lines 24 and 25 1,862,389 273,669   1,540,679
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 44,940
b Net investment income (if negative, enter -0-) 1,596,449
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 774,859 317,518 317,518
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   31,074 31,074
10a Investments—U.S. and state government obligations (attach schedule) 552,680 0 0
b Investments—corporate stock (attach schedule)....... 16,586,643 Click to see attachment
List of Attached Documents:
// Content
14,397,920 		22,283,539
c Investments—corporate bonds (attach schedule)....... 5,210,210 Click to see attachment
List of Attached Documents:
// Content
5,530,206 		5,191,062
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,806,686 Click to see attachment
List of Attached Documents:
// Content
5,624,092 		5,726,050
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
23,615 		Click to see attachment
List of Attached Documents:
// Content
23,615
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,931,078 25,924,425 33,572,858
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 25,931,078 25,924,425
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 25,931,078 25,924,425
30 Total liabilities and net assets/fund balances (see instructions). 25,931,078 25,924,425
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
25,931,078
2
Enter amount from Part I, line 27a .....................
2
44,940
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
25,976,018
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
51,593
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,924,425
Form 990-PF (2023)
Form 990-PF (2023)
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 6,029,793   5,086,167 943,626
b       148,054
c       -16,706
d 794     794
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       943,626
b       148,054
c       -16,706
d       794
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 1,075,768
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
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 right arrow 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) 1 22,191
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 22,191
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 22,191
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,020
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 32,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 52,020
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 29,829
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow29,829 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowPA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (212) 464-0308

Located atright arrow390 MADISON AVENUENEW YORKNY ZIP+4right arrow10017
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
590 BETHLEHEM PIKE SUITE A
COLMAR,PA18915
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
31,096,505
b
Average of monthly cash balances.......................
1b
694,811
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
31,791,316
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
31,791,316
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
476,870
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,314,446
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,565,722
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
1,565,722
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
22,191
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
26,658
c
Add lines 2a and 2b............................
2c
48,849
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,516,873
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,516,873
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
1,516,873
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
1,540,679
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,540,679
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,516,873
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,353,625
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,540,679
a Applied to 2022, but not more than line 2a 1,353,625
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 2023 distributable amount..... 187,054
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,329,819
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ALEXANDER TWILIGHT ACADEMY INC

195 W NEWTON STREET
BOSTON,MA02116 		  PC GENERAL OPERATING SUPPORT FOR AN ACADEMIC CATALYST PROGRAM THAT PROVIDES BOSTON AREA STUDENTS FROM UNDER-RESOURCED BACKGROUNDS WITH THE HIGHEST QUALITY EDUCATION AND LIFE-ENRICHING OPPORTUNITIES 2,000

BRONX CONSERVATORY OF MUSIC

C/O BRONX COMMUNITY COLLEGE 2155
UNIVERSITY AVENUE
NEW YORK,NY11453 		  PC GENERAL OPERATING SUPPORT FOR AN ORGANIZATION THAT PROVIDES PRIVATE MUSIC INSTRUCTION OF THE HIGHEST QUALITY TO BRONX CHILDREN AND ADULTS. 20,000

BROWNS CHAPEL AME ZION CHURCH

728 CHARITY ROAD
CHESTER,SC29706 		  PC THE FUNDING OF CAPITAL PROJECTS INCLUDING HVAC RENOVATIONS AND NEW LIGHTING AND ELECTRICAL WORK. 25,000

BUCKINGHAM BROWNE AND NICHOLS SCHOOL

80 GERRYS LANDING ROAD
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT FOR A 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 FOR THE ANNUAL FUND OF 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

CHURCH INTERNATIONAL

213 KEMP DRIVE
WARRIOR,AL35180 		  PC GENERAL OPERATING SUPPORT OF A CHURCH. 20,000

CLINTON CEMETARY ASSOCIATION INC

FRANKLIN AVENUE
CLINTON,NY13323 		  PC SUPPORT THE PRESEVATION AND MAINTENANCE OF A NON-DENOMINATIONAL, PREMIER HISTORIC CEMETARY THROUGH 'THE PATH' 5,000

CLINTON CENTRAL SCHOOL DISTRICT FOUNDATION

75 CHENANGO AVENUE PO BOX 215
CLINTON,NY13323 		  PC SUPPORT OF THE ANNUAL FUND FOR THE CLINTON CENTRAL SCHOOL DISTRICT TO PROMOTE EXCELLENCE IN EDUCATION BY FUNDING PROGRAMS THAT ARE INCLUDED IN THE SCOPE OF THE ANNUAL OPERATING BUDGET OF THE SCHOOL SYSTEM 10,000

DARTMOUTH COLLEGE FBO TUCK SCHOOL

100 TUCK HALL
HANOVER,NH03755 		  PC GENERAL OPERATING SUPPORT FOR A PRIVATE IVY LEAGUE RESEARCH UNIVERSITY 1,250

DUTCH SHEETS MINISTRIES

PO BOX 4070
BATESBURGLEESVILLE,SC29070 		  PC SUPPORT FOR THE "GIVE HIM 15" PODCAST OF AN APOSTLIC, PROPHETIC AND TEACHING MINISTRY USED TO EMPOWER CHRISTIANS THROUGHOUT AMERICA AND THE WORLD 20,000

ELIJAH LIST MINISTRIES

525 2ND AVE SW SUITE 629
ALBANY,OR97321 		  PC SUPPORT FOR THE DRILLING OF WELLS OVERSEAS AND ON INDIAN RESERVATIONS IN THE UNITED STATES. 20,000

GOD'S HOUSE OF PRAISE

147 OLD LANVALE RD
LELAND,NC28451 		  PC SUPPORT FOR SPECIAL PROJECTS OF A CHURCH INCLUDING BUS REPAIRS, SIGNAGE, THE PURCHASE OF CHAIRS, BIBLES, ELEMENTS, HYMNALS AND AN ELECTRIC PIANO. 10,000

GROTON SCHOOL

282 FARMERS ROW
GROTON,MA01450 		  PC SUPPORT THE ANNUAL FUND, AND THE SAMUEL AND GEORGIA BRISTOL ENDOWMENT FUNDS AT 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. 53,500

THE TRUSTEES OF HAMILTON COLLEGE

198 COLLEGE HILL ROAD
CLINTON,NY13323 		  PC SUPPORT THE ANNUAL FUND, RENOVATIONS OF THE SLEEPING QUARTERS AT THE BRISTOL CENTER, AIR CONDITIONING, THE ODENING STUDENT INTERNSHIP & RESEARCH FUND IN MATH, URICUOLLI SCHOLARSHIP FUND, THE TOWN-GOWN FUND, AND THE SAMUEL BRISTOL ACTING EXPERIENCE FUND AT AN EDUCATIONAL, PRIVATE LIBERAL ARTS COLLEGE. 352,000

MARTHA'S VINEYARD AGRICULTURAL SOCIETY

35 PANHANDLE ROAD
WEST TISBURY,MA02575 		  PC GENERAL OPERATING SUPPORT FOR ORGANIZATION THAT SUPPORTS AND PROMOTES THE PRODUCTION, MARKETING, PRESERVATION AND ENJOYMENT OF AGRICULTURE IN THE MARTHA'S VINEYARD COMMUNITY 1,000

MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY

PO BOX 4189
VINEYARD HAVEN,MA02568 		  PC GENERAL OPERATING SUPPORT OF ORGANIZATION 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 GENERAL OPERATING SUPPORT FOR 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 OPERATING SUPPORT FOR MUSEUM THAT INSPIRES ALL PEOPLE TO DISCOVER, EXPLORE, AND STRENGTHEN THEIR CONNECTIONS TO MARTHA'S VINEYARD AND IT'S DIVERSE HERITAGE. 2,500

MIDDLEBURY COLLEGE

14 OLD CHAPEL ROAD
MIDDLEBURY,VT05753 		  PC SUPPORT FOR THE NICHOLAS KUCKEL '01 FUND AT A PRIVATE LIBERAL ARTS COLLEGE 25,000

OPERATION TOPCAT

PO BOX 922
SNEADS FERRY,NC28460 		  PC GENERAL OPERATING SUPPORT, THE PURCHASE OF FOOD FOR SHORTAGES, AND VETERINARY CARE FOR A CHARITY WHOSE MISSION IS 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 SPRAY AND NEUTER CATS. 40,000

PRINCETON SYMPHONY ORCHESTRA

575 EWING STREET
PRINCETON,NJ08540 		  PC GENERAL OPERATING SUPPORT FOR AN ORCHESTRA THAT ENRICHES, EDUCATES, ENTERTAINS AND INSPIRES A DIVERSE COMMUNITY THROUGH THE TRANSFORMATIVE POWER OF INNOVATIVE MUSICAL AND PERFORMING ARTS EXPERIENCES AND PERFORMANCES AT THE PRINCETON FESTIVAL. 150,000

PROCTOR ACADEMY

204 MAIN STREET
ANDOVER,NH03216 		  PC GENERAL OPERATING SUPPORT FOR A COEDUCATIONAL, INDEPENDENT PREPARATORY BOARDING SCHOOL FOR GRADES 9-12 2,000

SHARON UNITED METHODIST CHURCH

2030 HOLDEN BRACH ROAD SW
SUPPLY,NC28462 		  PC SUPPORT FOR CAPITAL PROJECTS INCLUDING NEW FLOORING, LED LIGHTING, OTHER ELECTRICAL NEEDS AND THE REPAIR OF THE HVAV SYSTEM AT A COMMUNITY CHURCH. 75,000

SHERIFF'S MEADOW FOUNDATION

57 DAVID AVENUE
VINEYARD HAVEN,MA02568 		  PC GENERAL OPERATING SUPPORT TOWARDS THE EFFORTS TO CONSERVE THE NATURAL, BEAUTIFUL, RURAL LANDSCAPE AND CHARACTER OF MARTHA'S VINEYARD THROUGH CONSERVATION, STEWARDSHIP AND EDUCATION PROGRAMS, THE SPONSORSHIP OF THE 2023 SUMMER BENEFITS , AND A CAPITAL CONTRIBUTION FOR THE PURCHASE OF REAL ESTATE. 75,000

ST VINCENT DEPAUL CARES

66 PROGRESS PARKWAY
MARYLAND HEIGHTS,MO63043 		  PC GENERAL OPERATING 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. 35,000

ST BERNARDS SCHOOL

4 E 98TH STREET
NEW YORK,NY10029 		  PC GENERAL OPERATING SUPPORT FOR PROVIDING BOYS OF DIVERSE BACKGROUNDS AN INTRODUCTION TO LEARNING AND COMMUNITY LIFE THROUGH THE ANNUAL FUND. 1,250

THE FLORIDA ORCHESTRA

244 2ND AVE NORTH SUITE 420
ST PETERSBURG,FL33701 		  PC GENERAL OPERATING SUPPORT, THE FUNDING FOR TFO CLASSIC KIDS TICKET PROGRAM, AND THE SPONSORSHIP OF PAUL NEMETH ASSOCIATE PRINCIPALBRASS FOR A SYMPHONY ORCHESTRA 75,000

THE PENNINGTON SCHOOL

112 W DELAWARE AVE
PENNINGTON,NJ08534 		  PC CONTRIBUTION IN HONOR OF M & C ODENING TOWARDS THE GENERAL OPERATING SUPPORT OF A PRIVATE, COEDUCATIONAL COLLEGE PREPARATORY SCHOOL FOR STUDENTS IN GRADES 6 - 12. 10,000

THE POLLY HILL ARBORETUM

809 STATE ROAD
WEST TISBURY,MA02575 		  PC SUPPORT FOR PLANT RESEARCH, EDUCATION AND CONSERVATION AT THE ARBORETUM'S 70 ACRE PUBLIC GARDENS. 2,500

UNIVERSITY OF ST JOSEPH

1678 ASYLUM AVENUE
WEST HARTFORD,CT06117 		  PC FUNDING OF THE KUCKEL-REYNOLDS ENDOWED SCHOLARSHIP FUND AT A ROMAN CATHOLIC INSTITUTION THAT ENCOURAGES STRONG ETHICAL VALUES, PERSONAL INTEGRITY AND A SENSE OF RESPONSIBILITY TO THE NEEDS OF SOCIETY. 10,000

UTICA UNIVERSITY

1600 BURRSTONE ROAD
UTICA,NY13502 		  PC SUPPORT THE INSITUTE FOR THE STUDY OF INTEGRATIVE HEALTH GENERAL OPERATIONS AND ENDOWMENT SUPPORT FOR THE INSTITUTE FOR THE STUDY OF INTEGRATIVE HEALTHCARE AT A PRIVATE UNIVERSITY. 225,000

VINEYARD HAVEN PUBLIC LIBRARY BUILDING FUND INC

200 MAIN STREET
VINEYARD HAVEN,MA02568 		  PC GENERAL OPERATING 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 2,500

WILLIAMS COLLEGE

15 LAWRENCE HALL DRIVE
WILLIAMSTOWN,MA01267 		  PC GENERAL SUPPORT FOR THE EDUCATIONAL EFFORTS OF A PRIVATE LIBERAL ARTS COLLEGE 7,500

YALE UNIVERSITY

157 CHURCH STREET
NEW HAVEN,CT06520 		  PC GENERAL SUPPORT FOR THE BRISTOL HAFLER FAMILY SCHOLARSHIP FUND AT 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. 20,000

CENTRAL PARK CONSERVANCY INC

717 5TH AVENUE
NEW YORK,NY10022 		  PC SUPPORT FOR PLAYGROUND PARTNERS. 1,250

GRACE EPISCOPAL CHURCH OF MARTHA'S VINEYARD

WOODLWAN AVENUE
VINEYARD HAVEN,MA02568 		  PC GENERAL OPERATING SUPPORT IN HONOR OF JON AND ABBY BATES DILIGENT WORK AT AN EPISCOPAL CHURCH. 10,000

MARTHAS VINEYARD OCEAN ACADEMY

112 MAIN STREET
VINEYARD HAVEN,MA02568 		  PC GENERAL OPERATING SUPPORT AND A CONTRIBUTION TOWARDS THE REBUILDING OF THE ACADEMY'S TOPSAIL SCHOONER, SEHANDOAH. 70,000

MATTHEWS MINISTRY

8500 E OAK ISLAND DRIVE
OAK ISLAND,NC28465 		  PC SUPPORT FOR THE PURCHASE OF FOOD, BACKPACKS AND OTHER NEEDED SUPPLIES TO SUPPORT AWARENESS, OUTREACH AND SUPPORT MINISTRIES FOR INDIVIDUALS WITH SPECIAL NEEDS AND THEIR FAMILIES 50,000

SAVE THE STORKS

4050 LEE VANCE DRIVE
COLORADO SPRINGS,CO80918 		  PC GENERAL OPERATING SUPPORT FOR AN ORGANIZATION THAT EMPOWERS WOMEN TO CHOOSE MOTHERHOOD AND LIFE FOR THEIR INFANTS. 20,000

THE EPISCOPAL SCHOOL IN THE CITY OF NEW YORK

35 E 69TH STREET
NEW YORK,NY10021 		  PC GENERAL OPERATING SUPPORT FOR A SCHOOL THAT PROVIDES AGE-APPROPRIATE CURRICULUM DESIGNED TO ALLOW CHILDREN TO EXPLORE IDEAS AND DEVELOP SKILLS THROUGH HAND-ON, EXPERIENTIAL LEARNING. 2,250

THE LIVING WORD DBA THE OASIS CHURCH

PO BOX 1399
PHENIX CITY,AL36867 		  PC GENERAL OPERATING SUPPORT FOR A CHURCH THAT STIVES TO PROVIDE A PLACE THAT RENEWS, REFRSHES AND RESTORES THOSE THAT ARE HURTING AND LOST, ACTIVELY AND CONTINUALLY WINS SOULS FOR CHRSIT AND CREATES A PLACE WHERE BELIEVERS KNOWLEDGE OF THE WORD OF GOD IS INCREASED AND THEIR DAILY WALK WITH CHRIST IS STRENGTHENED 20,000

VINEYARD HOUSE

56 SHORT HILL ROAD
VINEYARD HAVEN,MA02568 		  PC GENERAL OPERATING SUPPORT FOR AN ORGANIZATION THAT PROVIDES HOUSING FOR ISLAND MEN AND WOMEN IN NEED OF A SAFE LIVING ENVIRONMENT WHILE IN THE EARLY STAGES OF RECOVER FROM DRUG OR ALCOHOL ADDICTION. 5,000

WEST CHOP COMMUNITY FUND

PO BOX 2009
VINEYARD HAVEN,MA02568 		  PC GENERAL OPERATING SUPPORT ON BEHALF OF THE FOUR BRSITOL AND HAFLER FAMILES IN WEST CHOP FOR A ORGAINIZATION COMMITED TO UNDERSTANDING AND SERVING UNMET NEEDS IN MARTHAS VINEYARD WITH A FOCUS ON HOUSING, HEALTH, RECREATION, CLEAN WATER, EDUCATION, WORKFORCE DEVELOPMENT, FOOD INSECURITY, AGING, AND TREATING DISORDERS. 5,000
Total .................................right arrow 3a 1,500,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 8 14 24,753  
4 Dividends and interest from securities .... 221000 2,253 14 769,597  
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 ..... 221000 34,950      
8 Gain or (loss) from sales of assets other than
inventory ............ 		221000 148,054 18 927,714  
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) .. 185,265 1,722,064 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,907,329
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 30,295 20,280   10,015

TY 2023 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 - 32084 UTS 320,164 317,310
VANGUARD TOTAL BOND MARKET - 216,384 UTS 2,274,650 2,101,087
VANGUARD TOTAL INTL BOND FUND - 140,602 UTS 2,935,392 2,772,665

TY 2023 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 - 358 SHS 15,412 39,405
ACCENTURE PLC CL A - 108 SHS 18,378 37,898
ALIBABA GROUP HOLDINGS - 151 SHS 17,795 11,704
ALPHABET INC/CA CL A - 493 SHS 32,810 68,867
ALPHABET INC/CA CL C - 299 SHS 13,886 42,138
AMAZON.COM INC - 694 SHS 44,538 105,446
AMERICAN INTERNATIONAL GROUP - 807 SHS 26,842 54,674
ASML HOLDINGS NV - 62 SHS 10,524 46,929
ATLAS COPCO AB - 1525 SHS 14,176 26,245
AUTODESK INC - 184 SHS 17,445 44,800
BERKSHIRE HATHAWAY INC CL B - 48 SHS 7,799 17,120
BORGWARNER INC - 438 SHS 14,484 15,702
CANADIAN PACIFIC RAILWAY LTD - 791 SHS 32,321 62,536
DEERE & CO - 84 SHS 17,499 33,589
EXPEDITORS INTL WASH INC - 182 SHS 9,615 23,150
EXPERIAN PLC - 804 SHS 17,404 32,755
META PLATFORMS - 315 SHS 39,055 111,497
FACTSET RESEARCH SYSTEMS INC - 48 SHS 7,686 22,898
FIDELITY 500 INDEX FUND - 1,519 UTS 127,659 251,414
GENERAL MOTORS CO - 809 SHS 27,792 29,059
HARTFORD FINANCIAL SVCS GROUP - 211 SHS 8,024 16,960
HONEYWELL INTERNATIONAL INC - 84 SHS 10,500 17,616
ICON PLC - 191 SHS 33,625 54,066
ISHARES CORE S&P 500 ETF - 22,899 UTS 5,455,196 10,937,252
ISHARES INC MSCI JAPAN NEW - 10,841 UTS 624,576 695,342
JPMORGAN BETABUILDERS CANADA ETF - 6253 SHS 326,942 400,942
LINDE PLC 24,805 30,393
LVMH MOET HENNESSY - 200 SHS 10,185 32,490
MARSH & MCLENNAN COS - 74 SHS 5,473 14,021
MEDTRONIC PLC - 258 SHS 21,073 21,254
MICROSOFT CORP - 228 SHS 21,389 85,737
MONSTER BEVERAGE CORP - 763 SHS 17,923 43,956
NESTLE SA - 274 SHS 22,137 31,683
NEW STERIS LTD - 148 SHS 16,991 32,538
NOVARTIS AG - 5183 SHS 12,039 18,478
NOVO-NORDISK A/S - 906 SHS 39,447 93,726
NVR INC - 4 SHS 9,358 28,002
ORACLE CORP - 554 SHS 24,476 58,408
PARKER HANNIFIN CORP - 54 SHS 8,210 24,878
PEPSICO INC - 199 SHS 22,023 33,798
PFIZER INC - 783 SHS 24,170 22,543
QUALCOMM INC - 176 SHS 9,482 25,455
REGENERON PHARMACEUTICALS - 36 SHS 11,287 31,618
SEI INVESTMENTS COMPANY - 275 SHS 13,703 17,476
SHOPIFY INC - 384 SHS 16,530 29,914
SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND - 145525 UTS 1,503,712 1,564,386
SIX CIRCLES US UNCONSTRAINED EQUITY FUND - 203.132 UTS 2,353,327 3,014,474
STARBUCKS CORP - 258 SHS 14,741 24,771
TEXAS INSTRUMENTS INC - 208 SHS 27,378 35,456
VISA INC - 375 SHS 38,450 97,631
WALT DISNEY CO - 444 SHS 46,757 40,089
YUM BRANDS INC - 126 SHS 8,688 16,463
YUM CHINA HOLDINGS - 149 SHS 5,081 6,322
ALGONQUIN POWER & UTILITIES - 494 SHS 7,153 4,130
BANK OZK - 342 SHS 9,317 17,042
BXW TECHNOLOGIES INC - 194 SHS 10,895 14,886
CASEYS GENERAL STORES INC - 56 SHS 6,248 15,385
CHEMED CORP - 26 SHS 9,862 15,204
CHEVRON CORP - 153 SHS 25,081 22,821
COGENT COMMUNICATIONS HLDG - 154 SHS 7,093 11,713
COHEN & STEERS INC - 138 SHS 7,725 2,927
ENCOMPASS HEALTH CORP - 177 SHS 9,010 11,809
ENSIGN GROUP INC - 175 SHS 6,808 19,637
FEDERAL AGRIC MTG CORP - 100 SHS 6,032 19,122
HOME BANCSHARES INC - 525 SHS 8,167 13,298
HUMANA INC - 45 SHS SHS 11,914 20,601
KENNEDY-WILSON HOLDINGS INC - 426 SHS 9,092 5,274
LAKELAND FINANCIAL CORP - 172 SHS 7,442 11,208
LEMAITRE VACULAR INC - 244 SHS 2,492 13,849
LITTELFUSE INC - 42 SHS 7,548 11,238
MONRO INC - 196 SHS 13,134 5,751
NEXSTAR MEDIA GROUP INC -70 SHS 5,353 10,972
NVIDIA CORP - 218 SHS 7,945 107,958
POWER INTEGRATIONS - 112 SHS 5,886 9,196
QUAKER CHEMICAL CORP - 45 SHS 7,316 9,604
ROCHE HOLDINGS LTD - 416 SHS 15,023 15,072
STANDEX INTERNATIONAL CORP - 120 SHS 9,274 19,006
TETRA TECH INC - 73 SHS 10,017 2,437
UNIVERSAL DISPLAY CORP - 93 SHS 8,785 17,787
ABM INDUSTRIES INC - 219 SHS 8,170 9,818
ADYEN NV - 3,400 SHS 49,145 43,792
AON PLC - 124 SHS 27,024 36,086
AUDIOCODES LTD - 348 SHS 9,384 4,200
BANK OF AMERICA - 1,182 SHS 28,278 39,798
BOEING CO - 317 SHS 44,642 82,629
BRUNSWICK CORP - 129 SHS 9,046 12,481
CATERPILLAR CORP - 113 SHS 16,293 33,411
CHESAPEAKE UTILITIES CORP - 87 SHS 7,546 9,190
DOMINION ENERGY INC - 322 SHS 24,366 15,134
FERRARI NV - 161 SHS 25,046 54,487
ILLUMINA INC - 136 SHS 32,176 18,937
INTUITIVE SURGICAL INC - 56 SHS 9,339 18,892
KKR & CO INC - 402 SHS 9,392 33,306
LANDSTAR SYSTEMS - 70 SHS 6,700 13,556
L3HARRIS TECHNOLOGIES - 92 SHS 16,320 19,377
MATERION CORP - 141 SHS 6,600 18,348
NEXPOINT RESIDENTIAL - 102 SHS 5,234 3,512
SALESFORCE.COM INC - 183 SHS 27,556 48,681
SHOE CARNIVAL - 344 SHS 7,873 10,392
SHUTTERSTOCK INC - 177 SHS 11,194 8,546
TRUIST FINANCIAL CORP - 335 SHS 12,074 12,368
UNIFIRST CORP - 40 SHS 8,797 7,316
WINGSTOP INC - 77 SHS 6,439 19,757
WORKDAY INC - 64 SHS 8,868 17,668
ABBIVIE INC - 105 SHS 11,622 16,272
ATLASSIAN CORP - 215 SHS 56,363 51,140
BECTON DICKINSON - 94 SHS 22,445 22,920
FREEPORT MCMORAN INC - 590 SHS 17,374 25,116
HOME DEPOT - 74 SHS 24,241 25,645
NASDAQ INC - 314 SHS 19,507 18,256
SBA COMMUNICATIONS CORP - 72 SHS 16,688 18,266
SIX CIRCLES CREDIT OPPORTUNITY - 62233 UTS 547,843 545,158
SPDR GOLD SHARES - 1 SH 119 191
SS&C TECHNOLOGIES - 415 SHS 26,581 25,361
VERTEX PHARMACEUTICALS - 97 SHS 18,809 39,468
WELLS FARGO & CO - 606 SHS 23,863 29,827
EPAM SYSTEMS - 63 SHS 26,970 18,732
EVOLUTION AB - 279 SHS 46,268 33,315
JPMORGAN BETABUILDERS DEV ASIA - 8929 UTS 493,708 442,075
ASM INTERNATIONAL - 69 SHS 25,349 35,825
ASTRAZNECA PLC - 488 SHS 31,793 32,867
BLOCK INC - 233 SHS 18,373 18,023
CARMAX INC - 457 SHS 28,183 35,070
CONOCOPHILLIPS - 403 SHS 36,819 46,776
FERGUSON PLC - 302 SHS 42,981 58,307
HCA HEALTHCARE INC - 113 SHS 19,831 30,587
ICICI BANK LTD - 1,243 SHS 27,587 29,633
MARTIN MARIETTA MATERIALS - 29 SHS 9,098 14,468
NETFLIX - 130 SHS 25,779 63,294
PAYPAL HOLDINGS - 211 SHS 21,506 12,958
SCHNEIDER ELECT SE - 606 SHS 19,057 24,379
STRYKER CORP - 60 SHS 12,973 17,968
TESLA INC - 304 SHS 45,361 75,538
THOMPSON REUTERS CORP - 187 SHS 21,446 27,343
UNION PACIFIC CORP - 118 SHS 25,837 28,983
WASTE CONNECTIONS INC - 183 SHS 26,403 27,316
WASTE MANAGEMENT INC - 110 SHS 15,568 19,701
ALLISON TRANSMISSION HOLDINGS - 236 SHS 8,582 13,723
ARIS WATER SOLUTIONS - 377 SHS 7,191 3,163
CABLE ONE - 13 SHS 10,559 7,236
CHORD ENERGY - 94 SHS 7,182 15,626
CIVITAS - 179 SHS 9,601 12,240
CRA INTERNATIONAL - 85 SHS 8,381 8,402
EXP WORLD HOLDINGS - 509 SHS 13,005 7,900
HAMILTON LANE INC - 146 SHS 12,918 16,562
INSPERITY - 102 SHS 12,081 11,956
INTER PARFUM - 134 SHS 11,743 19,297
KAISER ALUMINUM - 95 SHS 12,730 6,763
KULICKE & SOFFA - 179 SHS 8,853 9,795
NORTHERN OIL - 412 SHS 8,243 15,273
PERRIGO COMPANY PLC - 193 SHS 6,300 6,211
TERRENO REALTY CORP - 161 SHS 10,297 10,090
TRAVEL & LEISURE - 247 SHS 12,256 9,655
TTECH HOLDINGS - 114 SHS 8,948 2,470
UFP INDUSTRIES - 102 SHS 8,113 12,806
UMH PROPERTIES - 517 SHS 10,025 7,920
US PHYSICAL THERAPY - 114 SHS 13,745 10,618
ADVANTEST CORP - 732 SHS 26,221 24,705
AIR LEASE CORP - 270 SHS 12,989 11,324
ALLSTATE CORP - 232 SHS 29,972 32,895
ARCH CAPITAL - 409 SHS 28,424 30,376
BAE SYSTEMS - 640 SHS 33,487 37,004
CANADIAN NATURAL RESOURCES - 356 SHS 22,123 23,325
COMPASS GROUP - 831 SHS 22,950 23,110
DIAMONBACK ENERGY INC - 109 SHS 16,518 16,904
ELEMENT SOLUTIONS - 468 SHS 9,199 10,830
EXTRA SPACE STORAGE INC - 137 SHS 16,741 21,965
LABORATORY CORP OF AMERICA - 95 SHS 19,372 21,593
LEAR CORP - 121 SHS 15,933 17,086
LOREAL - 303 SHS 27,131 30,121
MERCADOLIBRE INC - 28 SHS 39,043 44,003
REGAL REXNARD CORP - 152 SHS 20,365 22,499
SAFRAN SA - 776 SHS 34,165 34,245
SANDOZ GROUP - 36 SHS 656 1,152
TARGET CORP - 168 SHS 21,380 23,927
THERMO FISHER SCIENTIFIC - 38 SHS 20,475 20,170
UBS GROUP - 720 SHS 20,746 22,248

TY 2023 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
BSREP III (BROOKFIELD) PRIVATE INVESTORS LLC AT COST 546,016 546,016
GSO PRIVATE INVESTORS II LLC AT COST 27,054 27,054
RS GLOBAL ENERGY AND POWER PRIVATE INVESTORS VI, LLC AT COST 489,579 489,579
STARWOOD S OF X PRIVATE INVESTORS LLC AT COST 98,779 98,779
VANGUARD MORTGAGE BACKED SECURITIES - 6,401 SHS AT COST 344,807 296,750
ASF VIII PRIVATE INVESTORS OFFSHORE AT COST 552,798 552,798
BROOKFIELD INFRASTRUCTURES LP - 2,661 UTS AT COST 43,458 80,520
NEA 18 PRIVATE INVESTORS AT COST 93,867 93,867
WP GROWTH 14 PRIVATE INVESTORS AT COST 109,646 109,646
IIF PRIVATE INVESTORS LLC AT COST 473,618 521,188
JPMORGAN BETABUILDERS EUROPE - 4,980 UTS AT COST 263,679 281,818
JPMORGAN BETABUILDERS JAPAN ETF - 2,668 UTS AT COST 138,370 140,123
VANGUARD INTER-TERM CORPORATE BOND FUND - 10,675 UTS AT COST 839,861 867,664
VISTA VII PRIVATE INVESTORS AT COST 63,258 63,258
GTIF PRIVATE INVESTORS OFFSHORE AT COST 500,000 500,000
HPS CORPORATE LENDING FUND - 42,027 UTS AT COST 1,039,302 1,056,990

TY 2023 OtherAssetsSchedule
Name:
SIBBRI FOUNDATION
 
C/O BRIAN T BRISTOL
EIN:
25-6901390
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INCOME RECEIVED IN 2024 REPORTED ON 2023 1099-DIV 0 23,615 23,615


TY 2023 OtherDecreasesSchedule
Name:
SIBBRI FOUNDATION
 
C/O BRIAN T BRISTOL
EIN:
25-6901390
Description Amount
BOOK TAX INCOME DIFFERENCE FROM PASSTHROUGHS 51,593


TY 2023 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 441 441   0
ADMINISTRATIVE EXPENSES 885 885   0
OTHER DEDUCTION FROM PASSTRHOUGHS 88,423 88,423   0
PRIVATE EQUITY ORIGINATION AND SUBSCRIPTION FEES 35,000 35,000   0
POSTAGE 42 42   0


TY 2023 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 1,490 0 1,490
OTHER INCOME FROM FLOW THROUGH 33,460 0 33,460


TY 2023 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 141,956 111,292   30,664


TY 2023 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 13,607 13,607   0
FOREIGN TAXES FROM PRIVATE EQUITY INVESTOR K-1S 2,493 2,493   0
TAX ON UNRELATED BUSINESS INCOME 48,041 0   0