2023-10-24T09:07:38-05:00 2022-12-31 363858249 Stern Cassello & Associates LLP 1 North LaSalle Street Suite 2015 Chicago IL 60602 990PF 2022-01-01 943215971 Bundy Family Foundation BUND 4159866264 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Timothy D Orr President 4159866264 2023-08-03 1 Timothy Orr XXX-XX-XXXX 0 James R Stern P00831572 3124435025 2023-08-03 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5627797 X 70297 280 280 79746 79746 13072 3241546 13072 163395 93098 0 0 0 9900 9900 0 13067 13067 0 32000 32000 0 54967 54967 0 290000 290000 344967 54967 290000 -181572 38131 5534 152631 152631 1086847 3035748 3035748 4045663 1768093 2439418 5138044 4956472 5627797 0 0 X 0 0 0 0 5138044 4956472 5138044 4956472 5138044 4956472 5138044 -181572 0 4956472 0 4956472 Schwab #3820 2020-12-01 2022-12-31 2195 2236 -41 -41 Schwab #8312 2021-09-01 2022-06-30 480890 535350 -54460 -54460 Schwab #8312 2013-01-01 2022-12-31 2677185 2688062 -10877 -10877 Schwab S&P 500 Index 2021-12-14 2022-05-27 2250 2434 -184 -184 USAA NASDAQ 100 Index 2021-08-03 2022-04-22 83 98 -15 -15 Vanguard US Growth 2021-08-03 2022-04-22 64 98 -34 -34 Vanguard 500 Index 2021-07-28 2022-06-23 177 196 -19 -19 Capital Gains Dividends P 78702 78702 78702 13072 530 0 530 0 530 8340 0 0 0 8340 X 0 7810 7810 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A Timothy D Orr 4159866264 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Timothy D Orr 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 President 0.00 0 0 0 Katherine O Traina 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Secretary/CFO 0.00 0 0 0 Christina E Carroll 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Asst Sec/Asst CFO 0.00 0 0 0 Kristin Orr 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Director 0.00 0 0 0 NONE 0 NONE 0 0 3515196 2484010 0 5999206 0 0 5999206 89988 5909218 295461 295461 530 530 294931 0 294931 0 294931 290000 0 290000 294931 13149 0 0 290000 13149 0 0 276851 0 0 0 0 0 0 0 0 18080 0 0 0 X Bundy Museum of History and Art 129 Main Street Binghamton NY 13905 None PC Education and Arts 2000 Community Library Association 415 Spruce Avenue N Ketchum ID 83340 None PC Book Lending, Reading, Research 13000 Compass Family Services 37 Grove Street San Francisco CA 94102 None PC Health, Education 10000 Direct Relief 6100 Wallace Becknell Road Santa Barbara CA 93117 None PC Coronavirus Response 10000 Feeding America 161 North Clark Street Chicago IL 60601 None PC Coronavirus Response 20000 Hamilton College 198 College Hill Road Clinton NY 13323 None PC Education 15000 Horizons Foundation PO Box 52 Rumson NJ 07760 None PC Education, Student Enrichment 10000 LSB Leakey Foundation 1003 B OReilly Avenue San Francisco CA 94126 None PC Education, Research, Anthropology, Sociology 15000 Lunchbreak 121 Drs James Parker Blvd Red Bank NJ 07701 None PC Provide food, clothing, life skills & fellowship to those in need 5000 Marin Country Day School 5221 Paradise Drive Corte Madera CA 94925 None PC Education 5000 Monmouth Conservation Foundation PO Box 4150 Middleton NJ 077484150 None PC Land Resources Conservation 5000 Monmouth Medical Center Foundation 300 Second Avenue Long Branch NJ 07740 None PC Health Care, Education, Medical Technology 5000 Riverview Medical Center 1 Riverview Plaza Red Bank NJ 077011864 None PC Public Charity Support 5000 Rumson Country Day School 35 Bellevue Avenue Rumson NJ 07760 None PC Education 5000 Sheldrick Wildlife Trust USA 25283 Cabot Road Suite 101 Laguna Hills CA 92653 None PC Conservation 5000 St Paul's School 325 Pleasant Street Concord NH 03301 None PC Education 5000 Stella's Shelter Fund Inc PO Box 1048 Ketchum ID 83340 None PC Provide supplies, food and support for animal shelters in Idaho 10000 Swiftsure Ranch Therapeutic Equestrian Center 114 Calypso Lane Bellevue ID 83313 None PC Therapy for persons with disabilities 20000 University of Pennsylvania 2929 Walnut Street Suite 300 Phiadelphia PA 191045099 None PC Penn Fund 10000 University of Richmond 110 UR Drive Richmond VA 231730008 None PC Education 30000 World Central Kitchen 200 Massachusetts Ave NW 7th Floor Washington SC 20001 None PC Humanitarian Aid 5000 Hunger Coalition 110 Honeysuckle St Bellevue ID 833135095 None PC Provide access to food and address food insecurity 5000 St Luke's Wood River Foundation Inc PO Box 7005 Ketchum ID 83340 None PC Improve healthcare experiences 25000 Nature Conservancy 4245 N Fairfax Drive Arlington VA 22203 None PC North Idaho Grizzly Habitat Protection Project 20000 Senior Connection 721 S 3rd Ave PO Box 28 Hailey ID 83333 None PC Connect seniors to essential services 5000 Berkshire School 245 North Undermountain Road Sheffield MA 01257 None PC Education 10000 Planned Parenthhood PO Box 97166 Washington DC 20090 None PC Women's health 5000 Princeton University 100 Overlook Center Suite 300 Princeton NJ 08540 None PC Education 5000 Center for Reproductive Rights 199 Water Street 22nd Floor New York NY 10038 None PC Advance reproductive freedom 5000 290000 0 14 280 14 79746 18 13072 0 93098 0 93098 0 0 0 0 0 0 0 0 0 0 X X 1 C E Carroll 2012 Charitable Lead Annuity Tr PO Box 4676 Ketchum ID 83340 70297 X Accounting Fees 9900 9900 0 Cohen & Steers Inst Realty AT COST 44 43 DFA Emerging Markets Core AT COST 19 20 DFA Emerging Markets Small AT COST 18 20 DFA US Small Cap Port AT COST 1599 2172 DFA US Small Cap Value AT COST 1378 1633 DFA US Targeted Value AT COST 30 27 Dodge & Cox Intl Stock AT COST 38 43 Dodge & Cox Stock AT COST 232 209 John Hancock Intl Growth CL AT COST 26 22 John Hancock US Growth Fund AT COST 182748 195220 Schwab #3820 Equity Funds AT COST 259 265 Schwab S&P 500 Index AT COST 157894 213559 Schwab US Large Cap AT COST 24970 29468 TIAA-CREF Real Estate Sec Instl AT COST 405 432 USAA NASDAQ 100 Index AT COST 98 105 Vanguard 500 Index AT COST 440025 645852 Vanguard Core Bond AT COST 14 13 Vanguard Div Growth Fund AT COST 356812 751951 Vanguard Emerging Mkts Slct Stk Fd AT COST 22 19 Vanguard Energy Adm AT COST 98 111 Vanguard Information Tech AT COST 98 123 Vanguard Interm Term Bond AT COST 12 10 Vanguard Intl Growth Fd Admiral AT COST 90 90 Vanguard US Growth Fd Admiral AT COST 100 101 Vanguard Utilities Index AT COST 98 122 Virtus KAR Small Cap Core I AT COST 936 1137 Virtus KAR Small Cap Growth I AT COST 30 29 Vanguard GNMA Adm AT COST 100000 99650 Vanguard ST Treasury Adm AT COST 100000 99874 Vanguard Equity Index Adm AT COST 400000 397098 Investment Management Fees 32000 32000 0 Foreign Tax Paid Schwab #8312 67 67 0 Federal Tax 13000 13000 0