2021-06-18T08:17:16-05:00 2020-12-31 363858249 Stern Cassello & Associates LLP 1 N LaSalle St Suite 1620 Chicago IL 60602 990PF 2020-01-01 943215971 Bundy Family Foundation BUND 4159866264 601 California Street Suite 1151 San Francisco CA 94108 Timothy D Orr President 4159866264 2021-06-15 1 Timothy Orr XXX-XX-XXXX James R Stern P00831572 3122639100 2021-06-15 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 6118359 X 79328 11 11 83876 83876 512853 2214258 512853 676068 596740 0 0 0 9585 9585 0 77774 77774 0 87359 87359 0 282000 282000 369359 87359 282000 306709 509381 292902 40471 40471 560204 560204 3855072 3854008 5517684 4147974 4454683 6118359 0 0 X 0 0 0 0 4147974 4454683 4147974 4454683 4147974 4454683 4147974 306709 0 4454683 0 4454683 Schwab #8313 P 7099 9000 -1901 -1901 Schwab #8313 P 2126034 1692405 433629 433629 Capital Gains Dividends P 81125 81125 81125 512853 7080 0 7080 0 7080 10043 0 0 0 10043 X 0 2963 2963 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 601 California St Suite 1151 San Francisco CA 94108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Timothy D Orr 601 California St Suite 1151 San Francisco CA 94108 President 0.00 0 0 0 Katherine O Traina 601 California St Suite 1151 San Francisco CA 94108 Secretary/CFO 0.00 0 0 0 Christina E Carroll 601 California St Suite 1151 San Francisco CA 94108 Asst Sec/Asst CFO 0.00 0 0 0 Kristin Orr 601 California St Suite 1151 San Francisco CA 94108 Director 0.00 0 0 0 NONE 0 NONE 0 0 4938582 451671 0 5390253 0 0 5390253 80854 5309399 265470 265470 7080 7080 258390 0 258390 0 258390 282000 0 282000 0 282000 258390 14377 0 0 282000 14377 0 0 258390 9233 0 0 9233 0 0 0 0 0 0 0 9233 9233 X Bundy Museum of History and Art 129 Main Street Binghamton NY 13905 None PC Education and Arts 2000 Clean Ocean Action 18 Hartshorne Drive Suite 2 Highlands NJ 07732 None PC Environmental Protection and Conservation 5000 Community Library Association 415 Spruce Avenue N Ketchum ID 83340 None PC Book Lending, Reading, Research 5000 Compass Family Services 37 Grove Street San Francisco CA 94102 None PC Health, Education 62500 Hamilton College 198 College Hill Road Clinton NY 13323 None PC Education 5000 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 37500 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 20000 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 Sun Valley Ski Education Foundation PO Box 203 Sun Valley ID 83353 None PC Winter Sports Youth Program 5000 Swiftsure Ranch Therapeutic Equestrian Center 114 Calypso Lane Bellevue ID 83313 None PC Therapy for persons with disabilities 10000 University of Richmond 110 UR Drive Richmond VA 231730008 None PC Education 10000 Direct Relief 6100 Wallace Becknell Road Santa Barbara CA 93117 None PC Coronavirus Response 25000 Feeding America 161 North Clark Street Chicago IL 60601 None PC Coronavirus Response 25000 University of Pennsylvania 2929 Walnut Street Suite 300 Phiadelphia PA 191045099 None PC Penn Fund 10000 282000 0 14 11 14 83876 14 18 512853 0 596740 0 596740 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 79328 X Cohen & Steers Inst Realty AT COST 44 43 DFA Emerging Markets Core AT COST 60019 63565 DFA Emerging Markets Small AT COST 18 23 DFA Intermediate Govt AT COST 114000 111077 DFA US Small Cap Port AT COST 1598 2156 DFA US Small Cap Value AT COST 1378 1431 Dodge & Cox Intl Stock AT COST 38 44 John Hancock Intl Growth CL AT COST 75000 105487 John Hancock US Growth Fund AT COST 468589 685845 Pimco Commodities Plus AT COST 710 511 Pimco Income Institutional AT COST 12 12 Pimco Short Asset Invt AT COST 31 31 Schwab S&P 500 AT COST 158018 208845 Schwab 1000 Index Fund AT COST 700000 708050 Schwab US Aggregate Bond AT COST 25000 25163 Schwab US Large Cap AT COST 25625 34207 Schwab #3820 Equity Funds AT COST 397 403 T Rowe Price Blue Chip Growth Fd AT COST 114000 116150 TIAA-CREF Real Estate Sec Instl AT COST 405 471 USAA NASDAQ 100 Index AT COST 100098 123026 Vanguard 500 Index AT COST 190025 388068 Vanguard Core Bond AT COST 114000 112939 Vanguard Div Growth Fund AT COST 826494 1626263 Vanguard Emerging Mkts Slct Stk Fd AT COST 75032 76901 Vanguard Energy Fund AT COST 486 234 Vanguard Information Tech AT COST 60098 60672 Vanguard Interm Term Bond AT COST 55367 59636 Vanguard Intl Growth Fd Admiral AT COST 74915 133885 Vanguard US Growth Fd Admiral AT COST 500000 734229 Vanguard Utilities Index AT COST 98 109 Virtus KAR Small Cap Core I AT COST 1013 1389 Virtus KAR Small Cap Growth I AT COST 111500 136819 Accounting Fees 9585 9585 0 Investment Management Fees 35727 35727 0 Performance Fees 42047 42047 0