2020-06-30T10:02:55-05:00 2019-12-31 363858249 Stern Cassello & Associates LLP 1 N LaSalle St Suite 1620 Chicago IL 60602 990PF 2019-01-01 943215971 Bundy Family Foundation BUND 4159866264 601 California Street Suite 1151 San Francisco CA 94108 Timothy D Orr President 4159866264 2020-06-09 1 James R Stern P00831572 3122639100 2020-06-09 X 2019 2022-09-23 18:48:47Z X 5465977 X 66106 3 3 103535 103535 109070 701851 109070 65 65 278779 212673 0 0 0 1443 1443 0 574 574 0 32092 32092 0 34109 34109 0 311166 311166 345275 34109 311166 -66496 178564 1712554 292902 292902 2501916 3855072 5173075 4214470 4147974 5465977 0 0 X 0 0 0 0 4214470 4147974 4214470 4147974 4214470 4147974 4214470 -66496 0 4147974 0 4147974 DFA US Small Cap Value Port Instl P 94144 98285 -4141 -4141 Pimco Short Asset Invt Fd Inst P 341958 342575 -617 -617 Schwab Fundamental Emer Mkt Large Co Index P 20890 21791 -901 -901 DFA US Small Cap Value Port Instl P 91184 79452 11732 11732 DFA Emerging Mkts Value Port Instl P 98 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601 California St Suite 1151 San Francisco CA 94108 Director 0.00 0 0 0 NONE 0 NONE 0 0 4711682 395727 0 5107409 0 0 5107409 76611 5030798 251540 251540 1786 1786 249754 0 249754 0 249754 311166 0 311166 1786 309380 249754 75789 0 0 311166 75789 0 0 235377 0 0 0 0 0 0 0 0 14377 0 0 0 X Compass Family Services 37 Grove Street San Francisco CA 94102 None PC Health, Education 62500 Human Needs Project Inc 36 Professional Center Pkwy San Rafael CA 94903 None PC Water and Sanitation Programs for Developing Countries 2500 Avon Old Farms School 500 Old Farms Road Avon CT 06001 None PC Education 2000 Bundy Museum of History and Art 129 Main Street Binghamton NY 13905 None PC Education and Arts 2000 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 15000 LSB Leakey Foundation 1003 B OReilly Avenue San Francisco CA 94126 None PC Education, Research, Anthropology, Sociology 13000 Marin Country Day School 5221 Paradise Drive Corte Madera CA 94925 None PC Education 42500 Rumson Country Day School 35 Bellevue Avenue Rumson NJ 07760 None PC Education 16000 St Paul's School 325 Pleasant Street Concord NH 03301 None PC Education 5000 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 Community Library Association 415 Spruce Avenue N Ketchum ID 83340 None PC Book Lending, Reading, Research 76666 Trinity Hall 101 Corregidor Tinton Falls NJ 07724 None PC Education 10000 Volunteer Health Program Ltd 16 Haines Blvd Port Chester NY 10573 None PC Medical care to the under-served 2000 Monmouth Medical Center Foundation 300 Second Avenue Long Branch NJ 07740 None PC Health Care, Education, Medical Technology 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 180 Turning Lives Around 1 Bethany Road Bldg 3 Ste 42 Hazlet NJ 077301681 None PC Family Violence Shelters, services 1000 Clean Ocean Action 18 Hartshorne Drive Suite 2 Highlands NJ 07732 None PC Environmental Protection and Conservation 2000 Holiday Express 968 Shrewsbury Avenue Tinton Falls NJ 07724 None PC Children's and Family Services 1000 Lunchbreak 121 Drs James Parker Blvd Red Bank NJ 07701 None PC Provide food, clothing, life skills & fellowship to those in need 1000 Monmouth Conservation Foundation PO Box 4150 Middleton NJ 077484150 None PC Land Resources Conservation 5000 Monmouth Historical Association 70 Court Street Freehold NJ 077281710 None PC Arts, Culture and Humanities 1000 Monmouth SPCA 260 Wall Street PO Box 93 Eatontown NJ 07724 None PC Animal Rights, Welfare and Services 1000 Riverview Medical Center 1 Riverview Plaza Red Bank NJ 077011864 None PC Public Charity Support 5000 University of Richmond 110 UR Drive Richmond VA 231730008 None PC Education 10000 311166 0 14 3 14 103535 14 65 18 109070 0 212673 0 212673 0 0 0 0 0 0 0 0 0 0 X X 1 C E Carroll 2012 Charitable Lead Annuity Tr 601 California Street Suite 1151 San Francisco CA 94108 66106 X Cohen & Steers Inst Realty AT COST 152050 160718 DFA Emerging Markets Core AT COST 43632 51256 DFA Emerging Markets Small AT COST 42034 49616 DFA Emerging Markets Value AT COST 4886 4580 DFA US Small Cap Port AT COST 1800 2214 DFA US Small Cap Value AT COST 1784 1843 Dodge & Cox Intl Stock AT COST 202 229 Pimco Income Institutional AT COST 171245 172505 Schwab S&P 500 AT COST 158048 179668 Vanguard 500 Index AT COST 190025 333839 Vanguard Div Growth Fund AT COST 1727620 2664608 Vanguard Energy Fund AT COST 1081 787 Vanguard Interm Term Bond AT COST 55367 55941 John Hancock Intl Growth CL AT COST 75075 86420 John Hancock US Growth Fund AT COST 468589 542150 Pimco Commodities Plus AT COST 1241 993 Pimco Short Asset Invt AT COST 425 424 TIAA-CREF Real Estate Sec Instl AT COST 500 587 Virtus KAR Small Cap Core I AT COST 1013 1231 Virtus KAR Small Cap Growth I AT COST 51500 60203 Schwab Fundamental Emerging Mkt Large Co Index AT COST 6955 7037 T Rowe Price Blue Chip Growth Fd AT COST 350000 406205 Vanguard Emerging Mkts Slct Stk Fd AT COST 25000 26845 Vanguard Intl Growth Fd Admiral AT COST 75000 85955 Vanguard US Growth Fd Admiral AT COST 250000 277221 Legal 1443 1443 0 Investment Management Fees 32092 32092 0 Stock Settlement Income 65 65 65 Foreign Tax 489 489 0 State Tax 10 10 0 Registration Fee 75 75 0