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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$36,919,840J 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) 39,227
2 Check right arrow.............
3 Interest on savings and temporary cash investments 26,865 26,844  
4 Dividends and interest from securities... 962,078 962,078  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,282,381
b Gross sales price for all assets on line 6a 10,717,323
7 Capital gain net income (from Part IV, line 2)... 1,282,381
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
24,612 0  
12 Total. Add lines 1 through 11........ 2,335,163 2,271,303  
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
29,540 24,985   4,555
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
97,686 62,200   35,486
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
61,244 61,244   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
78,194 78,171   23
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 266,664 226,600   40,064
25 Contributions, gifts, grants paid....... 1,500,000 1,500,000
26 Total expenses and disbursements. Add lines 24 and 25 1,766,664 226,600   1,540,064
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 568,499
b Net investment income (if negative, enter -0-) 2,044,703
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 317,518 1,015,047 1,015,047
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 80,491 80,491
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,397,920 Click to see attachment
List of Attached Documents:
// Content
14,940,072 		25,010,680
c Investments—corporate bonds (attach schedule)....... 5,530,206 Click to see attachment
List of Attached Documents:
// Content
4,363,730 		4,367,433
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).......... 5,624,092 Click to see attachment
List of Attached Documents:
// Content
6,174,009 		6,427,089
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
23,615 		Click to see attachment
List of Attached Documents:
// Content
19,100 		Click to see attachment
List of Attached Documents:
// Content
19,100
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,924,425 26,592,449 36,919,840
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........... 25,924,425 26,592,449
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)..... 25,924,425 26,592,449
30 Total liabilities and net assets/fund balances (see instructions). 25,924,425 26,592,449
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
25,924,425
2
Enter amount from Part I, line 27a .....................
2
568,499
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
100,519
4
Add lines 1, 2, and 3 ..........................
4
26,593,443
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
994
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,592,449
Form 990-PF (2024)
Form 990-PF (2024)
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 10,655,930   9,440,191 1,215,739
b       5,289
c       -40
d 61,393     61,393
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       1,215,739
b       5,289
c       -40
d       61,393
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 1,282,381
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 28,421
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 28,421
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 28,421
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 29,829
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 29,829
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 1,408
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,408 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
35,491,931
b
Average of monthly cash balances.......................
1b
486,445
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
35,978,376
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
35,978,376
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
539,676
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
35,438,700
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,771,935
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
1,771,935
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
28,421
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,421
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,743,514
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,743,514
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
1,743,514
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
1,540,064
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
1,540,064
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,743,514
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,329,819
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,540,064
a Applied to 2023, but not more than line 2a 1,329,819
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 2024 distributable amount..... 210,245
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,533,269
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 250

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

BUCKINGHAM BROWNE AND NICHOLS SCHOOL

80 GERRYS LANDING ROAD
CAMBRIDGE,MA02138 		  PC OPERATING SUPPORT TOWARDS THE ANNUAL FUND FOR A SCHOOL WHO'S MISSION IS TO PROMOTE SCHOLARSHIP, INTEGRITY, AND KINDNESS UB DUVERSE, CURIOUS, AND MOTIVARED STUDENTS. 11,000

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. 2,500

CLINTON CEMETARY ASSOCIATION INC

FRANKLIN AVENUE
CLINTON,NY13323 		  PC SUPPORT FOR A SPECIAL FUND FOR 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

COMMUNITY FOUNDATION OF THE VIRGINIAS

128 NORTH STREET PO BOX 4127
BLUEFIELD,WV24701 		  PC SUPPORT FOR THE MARGARET TRIKA SMITH-BURKE SCHOLARSHIP FUND. 2,000

DARTMOUTH COLLEGE FBO TUCK SCHOOL

100 TUCK HALL
HANOVER,NH03755 		  PC GENERAL OPERATING SUPPORT FOR THE ANNUAL FUND AT A PRIVATE IVY LEAGUE RESEARCH UNIVERSITY 1,000

ELIJAH LIST MINISTRIES

525 2ND AVE SW SUITE 629
ALBANY,OR97321 		  PC SUPPORT FOR THE MIKE AND LORI SALLEY INITIATIVE TO DRILL CLEAN WELLS IN UGANDA AND OTHER COUNTRIES IN AFRICA. 100,000

GROTON SCHOOL

282 FARMERS ROW
GROTON,MA01450 		  PC SUPPORT THE ANNUAL FUND, AND THE SAMUEL AND GEORGIA BRISTOL TEACHING FUND FOR THE ARTSENDOWMENT 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. 60,000

MARTHA'S VINEYARD AGRICULTURAL SOCIETY

35 PANHANDLE ROAD
WEST TISBURY,MA02575 		  PC GENERAL OPERATING SUPPORT FOR AN 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

MARTHAS VINEYARD OCEAN ACADEMY

112 MAIN STREET
VINEYARD HAVEN,MA02568 		  PC GENERAL OPERATING SUPPORT TOWARDS THE ANNUAL APPEAL AND A CONTRIBUTION TOWARDS THE REBUILDING OF THE ACADEMY'S TOPSAIL SCHOONER, SHENANDOAH. 60,000

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 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. 5,000

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 TOWARDS THE ANNUAL FUND AT A COEDUCATIONAL, INDEPENDENT PREPARATORY BOARDING SCHOOL FOR GRADES 9-12 1,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		  PC SUPPORT WORK FOR HURRICANE DISASTER RELIEF IN THE UNITED STATES. 10,000

SHERIFF'S MEADOW FOUNDATION

57 DAVID AVENUE
VINEYARD HAVEN,MA02568 		  PC GENERAL OPERATING SUPPORT THROUGH THE ANNUAL FUND DIRECTED TOWARDS THE EFFORTS TO CONSERVE THE NATURAL, BEAUTIFUL, RURAL LANDSCAPE AND CHARACTER OF MARTHA'S VINEYARD THROUGH CONSERVATION, STEWARDSHIP, A SPECIAL CONTRIBUTION TO THE SUMMER BENEFIT, AND A CAPITAL CONTRIBUTION FOR THE PURCHASE OF AN ICONIC PROPERTY FOR THE FOUNDATIONS CONSERVATION GOALS. 60,000

ST BERNARDS SCHOOL

4 E 98TH STREET
NEW YORK,NY10029 		  PC GENERAL OPERATING SUPPORT FOR AN ORGANIZATION THAT PROVIDES BOYS OF DIVERSE BACKGROUNDS AN INTRODUCTION TO LEARNING AND COMMUNITY LIFE THROUGH THE ANNUAL FUND. 2,750

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. 3,000

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 95,000

THE PENNINGTON SCHOOL

112 W DELAWARE AVE
PENNINGTON,NJ08534 		  PC CONTRIBUTIONS TO THE PENNINGTON FUND AND THE FOREVER PENNINGTON CAMPAIGN IN HONOR OF M & C ODENING AT A PRIVATE, COEDUCATIONAL COLLEGE PREPARATORY SCHOOL FOR STUDENTS IN GRADES 6 - 12. 15,000

THE POLLY HILL ARBORETUM

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

THE TRUSTEES OF HAMILTON COLLEGE

198 COLLEGE HILL ROAD
CLINTON,NY13323 		  PC SUPPORT THE ANNUAL FUND, RENOVATIONS OF THE EXTERIOR AT THE BRISTOL CENTER, INCLUDING LANDSCAPING AND VISITOR ACCESS, AIR CONDITIONING, THE MONICA ODENING STUDENT INTERNSHIP & RESEARCH FUND IN MATH, THE BONNIE URICUOLLI SCHOLARSHIP FUND, THE TOWN-GOWN FUND, AND THE SAMUEL BRISTOL ACTING EXPERIENCE FUND AT AN EDUCATIONAL, PRIVATE LIBERAL ARTS COLLEGE. 353,000

UNIVERSITY OF ST JOSEPH

1678 ASYLUM AVENUE
WEST HARTFORD,CT06117 		  PC FUNDING OF THE KUCKEL-REYNOLDS FAMILY 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 OPERATING SUPPORT FOR THE INSTITUTE 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

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. 2,500

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

WILLIAMS COLLEGE

15 LAWRENCE HALL DRIVE
WILLIAMSTOWN,MA01267 		  PC GENERAL SUPPORT FOR THE WCMA ANNUAL FUND AND THE SUSANNAH B. BRISTOL ENDOWMENT FUND AT A PRIVATE LIBERAL ARTS COLLEGE 15,000

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

EVERY NATION EDUCATION INC

PO BOX 219
WHITEVILLE,NC28472 		  PC SUPPORT FOR A BIBLE KEYCHAIN PROGRAM AND EFFORTS TO CONDUCT A REVIVAL IN THE UNITED STATES BY AN ORGANIZATION WITH A MISSION TO EDUCATE A PATH OUT OF BONDAGE THROUGH EDUCATION FOCUSED ON ENSURING INDIVIDUALS HAVE ACCESS TO THE WORD OF GOD. 40,000

FELINE URGENT CARE RESCUE OF WNC

38 SAFE HAVEN DRIVE
WYANESVILLE,NC28786 		  PC GENERAL OPERATING SUPPORT FOR A NON-PROFIT, CAGE-FREE, LAST CHANCE SANCTUARY DEDICATED TO THE RESCUING, REHABILITATION AND REFORMING OF CATS IN THE LOCAL COMMUNITY. 10,000

FRIENDS OF THE LOBKOWICZ COLLECTIONS

PO BOX 814
DOVER,MA02030 		  PC GENERAL OPERATING SUPPORT IN RECOGNITION OF THE WORK OF DAVID LAWRENCE AND RUSSELL PENNOYER FOR THE LOBKOWICZ COLLECTIONS WHICH IS COMPRISED OF ONE OF EUROPE'S OLDEST AND FINEST ART COLLECTIONS. 10,000

NAVIGATORS HOMES OF MARTHA'S VINEYARD INC

PO BOX 1356
VINEYARD HAVEN,MA02568 		  PC SUPPORT FOR THE CAPITAL CAMPAIGN FOR CONSTRUCTION OF A LONG-CARE NURSING FACILITY AND SMALL HOUSE HOMES THAT WILL ENABLE ELDERS OF MARTHA'S VINEYARD TO STAY ON THE ISLAND AND LIVE THE MOST MEANINGFUL LIFE POSSIBLE. 10,000

REGENERATION NASHVILLE

709 RIVERGATE PKWY
GOODLETTSVILLE,TN37072 		  PC SUPPORT FOR THE CONSTRUCTION OF A NEW SANCTUARY FOR A CHURCH THAT ALLOWS IT TO EXPAND ON A MISSION TO IMPACT LIVES FOR JESUS CHRIST 15,000

SIERRA CARES FOUNDATION

PO BOX 4642
PARKER,CO80138 		  PC CONSTRUCTION OF A DAYCARE CENTER FOR AN ORGANIZATION IN SIERRA LEONE THAT PROVIDES SUSTAINABLE LIVING FOR WOMEN AND CHILDREN WHO ARE VULNERABLE TO POVERTY, DISEASE, EXPLOITATION AND A LACK OF EDUCATION. 100,000

THOMPSON MEMORIAL PRESBYTERIAN CHURCH

1680 AQUETONG ROAD
NEW HOPE,PA18938 		  PC SUPPORT FOR THE CHURCH'S FOOD DRIVE. 15,000

THRIVE VISION

211 AVONDALE DRIVE
LEXINGTON,NC27295 		  PC GENERAL SUPPORT FOR AN ORGANIZATION WHOSE WORK IS FOCUSED ON RESCUING TRAFFICKED AND EXPLOITED CHILDREN IN LATIN AMERICA. 15,000
Total .................................right arrow 3a 1,500,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 21 14 26,844  
4 Dividends and interest from securities ....     14 962,078  
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 24,612      
8 Gain or (loss) from sales of assets other than
inventory ............ 		221000 -40 18 1,282,421  
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) .. 24,593 2,271,343 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,295,936
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
SIBBRI FOUNDATION
C/O BRIAN T BRISTOL 		Employer identification number
25-6901390
Part I
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

$ 39,227


(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 
$    
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 29,540 24,985   4,555

TY 2024 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
VANGUARD TOTAL INTL BOND FUND - 75,958 UTS 1,523,367 1,491,056
SIX CIRCLES GLOBAL BOND FUND - 294,125 UTS 2,455,359 2,494,179
VANGUARD TOTAL INTERNATIONAL BOND FUND - 7,792 UTS 385,004 382,198

TY 2024 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 - 347 SHS 14,938 39,249
ACCENTURE PLC CL A - 31 SHS 10,631 10,906
ALIBABA GROUP HOLDINGS - 123 SHS 14,496 10,429
ALPHABET INC/CA CL A - 277 SHS 13,155 52,436
ALPHABET INC/CA CL C - 243 SHS 11,285 46,277
AMAZON.COM INC - 563 SHS 36,562 123,517
AMERICAN INTERNATIONAL GROUP - 683 SHS 24,612 49,722
ASML HOLDINGS NV - 16 SHS 2,691 11,089
AUTODESK INC - 150 SHS 14,222 44,336
BERKSHIRE HATHAWAY INC CL B - 88 SHS 32,485 39,889
CANADIAN PACIFIC RAILWAY LTD - 170 SHS 5,282 12,303
DEERE & CO - 66 SHS 12,319 27,964
EXPEDITORS INTL WASH INC - 148 SHS 7,819 16,394
EXPERIAN PLC - 173 SHS 3,656 7,392
META PLATFORMS - 199 SHS 22,704 116,516
FACTSET RESEARCH SYSTEMS INC - 39 SHS 6,240 18,731
GENERAL MOTORS CO - 531 SHS 17,764 28,286
HARTFORD FINANCIAL SVCS GROUP - 152 SHS 5,754 16,629
ICON PLC - 69 SHS 6,059 14,470
ISHARES CORE S&P 500 ETF - 23,071 UTS 6,404,670 13,581,436
ISHARES INC MSCI JAPAN NEW - 10,841 UTS 624,576 727,431
JPMORGAN BETABUILDERS CANADA ETF - 3921 SHS 185,343 276,783
LINDE PLC - 27 SHS 8,788 11,304
MEDTRONIC PLC - 226 SHS 18,472 18,053
MICROSOFT CORP - 160 SHS 10,869 67,440
MONSTER BEVERAGE CORP - 672 SHS 16,809 35,320
STERIS LTD - 52 SHS 5,745 10,689
NOVARTIS AG - 148 SHS 9,692 14,402
NOVO-NORDISK A/S - 536 SHS 24,071 46,107
NVR INC - 2 SHS 4,443 16,358
ORACLE CORP - 450 SHS 19,856 74,988
PARKER HANNIFIN CORP - 16 SHS 2,433 10,176
PFIZER INC - 1,048 SHS 30,122 27,803
QUALCOMM INC - 143 SHS 7,704 21,968
REGENERON PHARMACEUTICALS - 40 SHS 16,853 28,493
SEI INVESTMENTS COMPANY - 223 SHS 11,067 18,393
SHOPIFY INC - 364 SHS 15,118 38,704
SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND - 97,754 UTS 981,080 1,042,053
SIX CIRCLES US UNCONSTRAINED EQUITY FUND - 230,232 UTS 2,796,953 4,008,332
STARBUCKS CORP - 425 SHS 28,749 38,781
TEXAS INSTRUMENTS INC - 181 SHS 23,168 33,939
VISA INC - 306 SHS 31,392 96,708
WALT DISNEY CO - 377 SHS 38,432 41,979
YUM BRANDS INC - 102 SHS 7,033 13,684
YUM CHINA HOLDINGS - 121 SHS 4,126 5,829
BWX TECHNOLOGIES INC - 116 SHS 6,351 12,921
CASEYS GENERAL STORES INC - 27 SHS 4,353 10,698
CHEMED CORP - 24 SHS 10,424 12,715
COHEN & STEERS INC - 156 SHS 8,512 14,405
ENCOMPASS HEALTH CORP - 196 SHS 10,038 18,101
ENSIGN GROUP INC - 152 SHS 5,898 20,195
FEDERAL AGRIC MTG CORP - 77 SHS 6,116 15,165
HOME BANCSHARES INC - 503 SHS 9,039 14,235
LAKELAND FINANCIAL CORP - 197 SHS 8,785 13,546
LEMAITRE VACULAR INC - 182 SHS 5,843 16,770
LITTELFUSE INC - 41 SHS 7,197 9,662
NEXSTAR MEDIA GROUP INC -69 SHS 6,825 10,900
NVIDIA CORP - 1.103 SHS 3,926 148,122
POWER INTEGRATIONS - 184 SHS 11,052 11,353
QUAKER CHEMICAL CORP - 59 SHS 10,145 8,305
ROCHE HOLDINGS LTD - 337 SHS 12,170 11,755
STANDEX INTERNATIONAL CORP - 80 SHS 4,793 14,959
TETRA TECH INC - 240 SHS 4,565 9,562
UNIVERSAL DISPLAY CORP - 60 SHS 8,173 8,772
ADYEN NV - 746 SHS 5,763 10,936
AON PLC - 90 SHS 28,025 32,324
BANK OF AMERICA - 934 SHS 23,365 41,049
BOEING CO - 386 SHS 56,329 68,322
BRUNSWICK CORP - 148 SHS 8,945 9,573
CATERPILLAR CORP - 55 SHS 7,870 19,952
CHESAPEAKE UTILITIES CORP - 83 SHS 6,989 10,072
DOMINION ENERGY INC - 248 SHS 14,743 13,357
FERRARI NV - 43 SHS 5,718 18,268
ILLUMINA INC - 110 SHS 24,180 14,699
INTUITIVE SURGICAL INC - 45 SHS 7,465 23,488
LANDSTAR SYSTEMS - 58 SHS 6,886 9,968
L3HARRIS TECHNOLOGIES - 75 SHS 13,249 15,771
MATERION CORP - 107 SHS 6,041 10,580
NEXPOINT RESIDENTIAL - 237 SHS 7,842 9,895
SALESFORCE.COM INC - 150 SHS 22,232 50,150
SHOE CARNIVAL - 309 SHS 4,736 10,222
SHUTTERSTOCK INC - 258 SHS 12,538 7,830
UNIFIRST CORP - 54 SHS 9,560 9,239
WINGSTOP INC - 40 SHS 5,282 11,368
WORKDAY INC - 52 SHS 7,125 13,418
ABBIVIE INC - 62 SHS 6,843 11,017
ATLASSIAN CORP - 45 SHS 6,537 10,952
BECTON DICKINSON - 93 SHS 23,244 22,460
FREEPORT MCMORAN INC - 384 SHS 10,472 14,623
HOME DEPOT - 32 SHS 10,406 12,448
NASDAQ INC - 266 SHS 16,415 20,564
SBA COMMUNICATIONS CORP - 87 SHS 18,653 17,731
SIX CIRCLES CREDIT OPPORTUNITY - 142,670 UTS 1,248,363 1,266,907
SPDR GOLD SHARES - 1 SH 119 242
SS&C TECHNOLOGIES - 287 SHS 16,957 21,749
VERTEX PHARMACEUTICALS - 100 SHS 23,750 40,270
WELLS FARGO & CO - 187 SHS 7,173 13,135
JPMORGAN BETABUILDERS DEV ASIA - 8,929 UTS 493,708 435,289
ASM INTERNATIONAL - 15 SHS 5,410 8,537
ASTRAZNECA PLC - 217 SHS 14,136 14,218
BLOCK INC - 188 SHS 13,351 15,978
CARMAX INC - 307 SHS 18,535 25,100
CONOCOPHILLIPS - 375 SHS 34,389 37,189
FERGUSON PLC - 150 SHS 21,753 26,036
HCA HEALTHCARE INC - 67 SHS 11,688 20,110
ICICI BANK LTD - 355 SHS 7,700 10,600
MARTIN MARIETTA MATERIALS - 29 SHS 10,668 14,979
NETFLIX - 106 SHS 19,878 94,480
PAYPAL HOLDINGS - 170 SHS 16,846 14,510
SCHNEIDER ELECT SE - 216 SHS 6,328 10,722
TESLA INC - 348 SHS 50,575 140,536
UNION PACIFIC CORP - 96 SHS 20,931 21,892
WASTE CONNECTIONS INC - 43 SHS 5,982 7,378
WASTE MANAGEMENT INC - 109 SHS 18,035 21,995
ALLISON TRANSMISSION HOLDINGS - 92 SHS 3,263 9,942
CRA INTERNATIONAL - 74 SHS 5,768 13,853
EXP WORLD HOLDINGS - 597 SHS 9,452 6,872
HAMILTON LANE INC - 123 SHS 10,220 18,210
INSPERITY - 68 SHS 6,579 5,271
KULICKE & SOFFA - 221 SHS 10,676 10,312
NORTHERN OIL - 346 SHS 5,910 12,857
PERRIGO COMPANY PLC - 395 SHS 14,346 10,155
TERRENO REALTY CORP - 177 SHS 10,807 10,468
TRAVEL & LEISURE - 237 SHS 12,046 11,957
UFP INDUSTRIES - 79 SHS 6,084 8,899
UMH PROPERTIES - 731 SHS 11,567 13,801
US PHYSICAL THERAPY - 140 SHS 14,520 12,419
AIR LEASE CORP - 259 SHS 11,741 12,486
ALLSTATE CORP - 40 SHS 4,411 7,712
ARCH CAPITAL - 146 SHS 9,822 13,483
BAE SYSTEMS - 180 SHS 9,313 10,289
CANADIAN NATURAL RESOURCES - 256 SHS 7,862 7,903
COMPASS GROUP - 286 SHS 7,875 9,607
DIAMONBACK ENERGY INC - 144 SHS 22,799 23,592
EXTRA SPACE STORAGE INC - 111 SHS 13,428 16,606
LABORATORY CORP OF AMERICA - 95 SHS 19,372 21,785
MERCADOLIBRE INC - 5 SHS 5,982 8,502
REGAL REXNARD CORP - 123 SHS 15,996 19,081
SAFRAN SA - 334 SHS 14,705 18,203
TARGET CORP - 144 SHS 18,204 19,466
THERMO FISHER SCIENTIFIC - 35 SHS 18,654 18,208
UBS GROUP - 307 SHS 8,736 9,308
ATLAS ENERGY SOLUTIONS INC - 581 SHS 12,145 12,887
BUILDERS FIRSTSOURCE INC - 94 SHS 14,837 13,435
CABOT CORP - 127 SHS 8,737 11,596
CLEAR SOURCE INC - 298 SHS 7,817 7,939
COGNEX CORP - 261 SHS 9,997 9,360
COLGATE-PALMOLIVE - 225 SHS 21,039 20,455
CONCENTRIX CORP - 213 SHS 15,031 9,217
COUPANG INC - 505 SHS 9,335 11,100
FIRSTSERVICE CORP - 58 SHS 8,884 10,499
HEALTHSTREM INC - 103 SHS 3,191 3,275
HEXCEL CORP - 180 SHS 12,215 11,286
IRADIMED CORP - 125 SHS 5,395 6,875
INTERNATIONAL PAPER CO - 226 SHS 8,930 12,163
KEYCORP - 1,003 SHS 14,195 17,191
KFORCE INC - 143 SHS 8,473 8,108
KINSALE CAPITAL GROUP - 26 SHS 7,340 12,093
LULULEMON ATHLETIC INC - 50 SHS 13,525 19,121
MATADOR RESOURCES CO - 166 SHS 8,729 9,339
MEITUAN - UNSP - 337 SHS 18,490 13,079
MITSUBISHI HEAVY INDUSTRIES - 495 SHS 11,033 13,850
MONDAY.COM LTD - 40 SHS 8,487 9,418
MSA SAFETY INC - 48 SHS 8,326 7,957
NAPCO SECURITY TECHNOLOGIES - 315 SHS 13,137 11,201
NIKE INC - 182 SHS 13,755 13,772
NU HOLDINGS LTD - 759 SHS 7,318 7,863
PATRICK INDUSTRIES INC - 93 SHS 7,804 7,726
PRICEMART INC - 128 SHS 10,501 11,798
ROLLS-ROYCE HOLDINGS - 1,994, SHS 14,942 14,186
SCHNEIDER NATIONAL INC - 419 SHS 10,262 12,268
SEA LTD - 170 SHS 12,378 18,037
SENSATA TECHNOLOGIES HOLDINGS - 266 SHS 10,895 7,288
SIEMENS ENERGY AG - 238 SHS 9,993 12,447
SPOTIFY TECHNOLOGY - 37 SHS 11,008 16,553
SYSCO CORP - 373 SHS 29,265 28,520
TAIWAN SEMICONDUCTOR - 119 SHS 16,637 23,501
UTZ BRANDS - 807 SHS 11,734 12,638
VALMONT INDUSTRIES - 38 SHS 9,077 11,653
WINMARK CORP - 17 SHS 6,238 6,682
WYNDHAM HOTELS & RESORTS - 108 SHS 7,992 10,885
3I GROUP PLC - 629 SHS 12,676 14,215

TY 2024 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 584,586 584,586
GSO PRIVATE INVESTORS II LLC AT COST 29,952 29,952
RS GLOBAL ENERGY AND POWER PRIVATE INVESTORS VI, LLC AT COST 400,622 400,622
STARWOOD S OF X PRIVATE INVESTORS LLC AT COST 63,935 63,935
VANGUARD MORTGAGE BACKED SECURITIES - 20,963 SHS AT COST 960,780 950,462
ASF VIII PRIVATE INVESTORS OFFSHORE AT COST 653,165 653,165
BROOKFIELD INFRASTRUCTURES LP - 2,880 UTS AT COST 56,616 94,210
NEA 18 PRIVATE INVESTORS AT COST 228,447 228,447
WP GROWTH 14 PRIVATE INVESTORS AT COST 231,115 231,115
IIF PRIVATE INVESTORS LLC AT COST 439,716 516,606
JPMORGAN BETABUILDERS JAPAN ETF - 2,668 UTS AT COST 138,370 146,447
VANGUARD INTER-TERM CORPORATE BOND FUND - 7,548 UTS AT COST 593,761 605,878
VISTA VII PRIVATE INVESTORS AT COST 182,166 182,166
GTIF PRIVATE INVESTORS OFFSHORE AT COST 456,774 546,939
HPS CORPORATE LENDING FUND - 46,548 UTS AT COST 1,154,004 1,192,559

TY 2024 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 23,615 0 0
INCOME RECEIVED IN 2025 REPORTED ON 2024 1099-DIV 0 19,100 19,100


TY 2024 OtherDecreasesSchedule
Name:
SIBBRI FOUNDATION
 
C/O BRIAN T BRISTOL
EIN:
25-6901390
Description Amount
TAX PENALTY 734
NONDIVIDEND DISTRIBUTION 260


TY 2024 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 399 399   0
ADMINISTRATIVE EXPENSES 56,016 56,016   0
OTHER DEDUCTION FROM PASSTRHOUGHS 21,756 21,756   0
POSTAGE 23 0   23


TY 2024 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 893 0 893
OTHER INCOME FROM FLOW THROUGH 23,719 0 23,719


TY 2024 OtherIncreasesSchedule
Name:
SIBBRI FOUNDATION
 
C/O BRIAN T BRISTOL
EIN:
25-6901390
Description Amount
BOOK TAX INCOME DIFFERENCE FROM PASSTHROUGHS 100,519


TY 2024 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 97,686 62,200   35,486


TY 2024 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 11,349 11,349   0
FOREIGN TAXES FROM PRIVATE EQUITY INVESTOR K-1S 1,046 1,046   0
TAX ON INVESTMENT INCOME 22,191 22,191   0
TAX ON UNRELATED BUSINESS INCOME 26,658 26,658   0