2022-11-11T16:06:39-06:00 2021-12-31 363858249 Stern Cassello & Associates LLP 1 North LaSalle Street Suite 2015 Chicago IL 60602 990PF 2021-01-01 943215971 Bundy Family Foundation BUND 4159866264 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Timothy D Orr President 4159866264 2022-11-09 1 Timothy Orr XXX-XX-XXXX James R Stern P00831572 3124435025 2022-11-09 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 6932193 X 235529 3 3 103198 103198 721254 1471278 858484 1059984 961685 0 0 0 9575 9575 0 5103 5103 0 74945 74895 0 89623 89573 0 287000 287000 376623 89573 287000 683361 872112 40471 5534 5534 560204 1086847 1086847 3854008 4045663 5839812 4454683 5138044 6932193 0 0 X 0 0 0 0 4454683 5138044 4454683 5138044 4454683 5138044 4454683 683361 0 5138044 0 5138044 DFA Intermediate Govt Fixed Inc P 2020-11-24 2021-06-25 107062 113986 -6924 -6924 Schwab #8312 P 2012-01-01 2021-12-31 952994 495702 457292 457292 1000 shs IBM Corp D 1984-01-10 2021-08-31 140248 3106 137142 137142 Capital Gains Dividends P 270974 270974 270974 858484 12122 0 12122 0 12122 7463 0 13000 0 20463 X 1 8340 8340 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 5444155 1083844 0 6527999 0 0 6527999 97920 6430079 321504 321504 12122 12122 309382 0 309382 0 309382 287000 0 287000 309382 0 0 9233 9233 287000 0 0 0 287000 0 9233 9233 0 0 0 0 0 13149 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 10000 Compass Family Services 37 Grove Street San Francisco CA 94102 None PC Health, Education 62500 Direct Relief 6100 Wallace Becknell Road Santa Barbara CA 93117 None PC Coronavirus Response 20000 Feeding America 161 North Clark Street Chicago IL 60601 None PC Coronavirus Response 25000 Hamilton College 198 College Hill Road Clinton NY 13323 None PC Education 10000 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 22500 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 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 Sheldrick Wildlife Trust USA 25283 Cabot Road Suite 101 Laguna Hills CA 92653 None PC Conservation 5000 287000 0 14 3 14 103198 18 721254 0 824455 0 824455 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 95193 X 2 Christina E Carroll 1999 Revocable Trust PO Box 4676 Ketchum ID 83340 140336 X 2 1000 shs IBM 140336 2021-08-27 Accounting Fees 9575 9575 0 Cohen & Steers Inst Realty AT COST 44 59 DFA Emerging Markets Core AT COST 60019 65582 DFA Emerging Markets Small AT COST 18 25 DFA Intermediate Govt AT COST 14 13 DFA US Small Cap Port AT COST 1598 2640 DFA US Small Cap Value AT COST 126378 135556 Dodge & Cox Intl Stock AT COST 38 47 John Hancock Intl Growth CL AT COST 75000 100034 John Hancock US Growth Fund AT COST 468589 739087 Pimco Commodities Plus AT COST 172 98 Pimco Income Institutional AT COST 12 12 Pimco Short Asset Invt AT COST 10 10 Schwab #3820 Equity Funds AT COST 4969 5459 Schwab 1000 Index Fund AT COST 700000 877267 Schwab S&P 500 Index AT COST 523691 673497 Schwab US Aggregate Bond AT COST 11 10 Schwab US Large Cap AT COST 25625 42870 T Rowe Price Blue Chip Growth Fd AT COST 114000 124783 TIAA-CREF Real Estate Sec Instl AT COST 405 636 USAA NASDAQ 100 Index AT COST 100098 149319 Vanguard 500 Index AT COST 190025 492495 Vanguard Core Bond AT COST 114000 109882 Vanguard Div Growth Fund AT COST 356812 838394 Vanguard Emerging Mkts Slct Stk Fd AT COST 75032 70918 Vanguard Energy Adm AT COST 14 8 Vanguard Information Tech AT COST 60196 78631 Vanguard Interm Term Bond AT COST 55367 56320 Vanguard Intl Growth Fd Admiral AT COST 74915 116353 Vanguard US Growth Fd Admiral AT COST 500000 727706 Vanguard Utilities Index AT COST 98 125 Virtus KAR Small Cap Core I AT COST 1013 1470 Virtus KAR Small Cap Growth I AT COST 111500 124703 DFA US Targeted Value AT COST 156000 156291 Dodge & Cox Stock AT COST 150000 149512 Investment Management Fees 37199 37199 0 Performance Fees 37696 37696 0 Penalty 50 0 0 Foreign Tax Paid Schwab #8312 603 603 0 Federal Tax 4500 4500 0