Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Bender West Foundation
 
% Bender West Foundation
Number and street (or P.O. box number if mail is not delivered to street address)4950 South Yosemite Street FS-503
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Greenwood, CO80111
A Employer identification number

81-4425931
B Telephone number (see instructions)

(303) 807-2551
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,998,302J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,048 1,048  
4 Dividends and interest from securities... 347,233 347,233  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -313,887
b Gross sales price for all assets on line 6a 9,669,449
7 Capital gain net income (from Part IV, line 2)... 0
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 332 237  
12 Total. Add lines 1 through 11........ 34,726 348,518  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 11,845     11,845
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 118,589 118,589    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,455 2,362    
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 57,353 10,589   46,764
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 195,242 131,540   58,609
25 Contributions, gifts, grants paid....... 818,100 818,100
26 Total expenses and disbursements. Add lines 24 and 25 1,013,342 131,540   876,709
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -978,616
b Net investment income (if negative, enter -0-) 216,978
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 728,784 622,119 622,119
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,120    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,055,003 Click to see attachment1,575,007 1,637,119
b Investments—corporate stock (attach schedule)....... 13,778,562 Click to see attachment13,754,352 16,418,546
c Investments—corporate bonds (attach schedule)....... 1,612,645 Click to see attachment1,155,240 1,220,347
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment90,780 100,171
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,176,114 17,197,498 19,998,302
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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 18,176,114 17,197,498
29 Total net assets or fund balances (see instructions)..... 18,176,114 17,197,498
30 Total liabilities and net assets/fund balances (see instructions). 18,176,114 17,197,498
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
18,176,114
2
Enter amount from Part I, line 27a .....................
2
-978,616
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
17,197,498
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,197,498
Form 990-PF (2020)
Form 990-PF (2020)
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 Passthrough K1 Capital Gain/(Loss)      
c
d
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 9,669,449   9,983,302 -313,853
b       -34
c
d
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       -313,853
b        
c
d
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 -313,887
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 3,016
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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  
3 Add lines 1 and 2........................... 3 3,016
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,016
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 284
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet284 RefundedBullet 11  
Part VII-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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBender West Foundation Telephone no.bullet (303) 807-2551

    Located atbullet4950 South Yosemite Street FS-503GreenwoodCO ZIP+4bullet80111
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    Adriane Greenberg Dir, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Daniel G Greenberg Dir, Treas, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Eileen B Greenberg Dir, Pres
    12.0     		0 11,845 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Joshua A Greenberg Dir, Sec, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Rachael J Greenberg Dir, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Richard S Greenberg Dir, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    BNY Mellon Bank Investment Mgmt 118,589
    100 St Paul Street Suite 610
    DENVER,CO80206
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-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 IX-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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    17,654,296
    b
    Average of monthly cash balances.......................
    1b
    240,449
    c
    Fair market value of all other assets (see instructions)................
    1c
    42,422
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,937,167
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,937,167
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    269,058
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,668,109
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    883,405
    Part XI
    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 X, line 6....................
    1
    883,405
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,016
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,016
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    880,389
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    880,389
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    880,389
    Part XII
    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
    876,709
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    876,709
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    876,709
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 880,389
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 858,733
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 876,709
    a Applied to 2019, but not more than line 2a 858,733
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 17,976
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (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 ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		862,413
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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).)
    NONE
    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 bullet
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    A PRECIOUS CHILD INC
    7051 W 118TH AVE
    BROOMFIELD,CO80020     		N/A PC General & Unrestricted 5,000
    ADAMS COUNTY EMERGENCY FOOD BANK
    7111 E 56TH AVE
    COMMERCE CITY,CO80022     		N/A PC General & Unrestricted 2,000
    ALMOST HOME INC
    231 N MAIN ST
    BRIGHTON,CO80601     		N/A PC General & Unrestricted 5,000
    ANTI-DEFAMATION LEAGUE OF BNAI BRITH - MOUNTAIN ST
    1120 LINCOLN ST STE 1301
    DENVER,CO80203     		N/A PC General & Unrestricted 10,000
    ASPEN COMMUNITY FOUNDATION
    455 GOLD RIVERS COURT STE 515
    BASALT,CO81621     		N/A PC Covid Regional Response Fund 10,000
    AURORA ARAPAHOE BATTERED WOMENS SHELTER INC
    PO BOX 914
    AURORA,CO80040     		N/A PC Gateway Domestic Violence Services Covid19 Response fund 10,000
    AURORA PUBLIC SCHOOLS FOUNDATION
    15701 E 1ST AVE STE 206
    AURORA,CO80011     		N/A PC Food and Crisis Relief Fund 10,000
    BROTHERS REDEVELOPMENT INC
    2250 EATON ST GARDEN LEVEL
    EDGEWATER,CO80214     		N/A PC General & Unrestricted 10,000
    CANINE COMPANIONS FOR INDEPENDENCE - COLORADO
    PO BOX 61839
    COLORADO SPRINGS,CO80960     		N/A PC Veterans Day Fund 35,000
    CHERRY CREEK SCHOOLS FOUNDATION
    4700 S YOSEMITE ST STE 1
    GREENWOOD VILLAGE,CO80111     		N/A PC Emergency Relief Fund 10,000
    COLORADO ACADEMY
    3800 S PIERCE ST
    DENVER,CO80235     		N/A PC COVID Preparedness fund and PTO Family Relief fund 10,000
    COLORADO PET PANTRY
    PO BOX 323
    BOULDER,CO80306     		N/A PC General & Unrestricted 1,000
    COMMUNITY FOUNDATION
    1123 SPRUCE ST
    BOULDER,CO80302     		N/A PC 2020 Fires Relief Fund Boulder County 25,000
    CONGREGATION EMANUEL
    51 GRAPE ST
    DENVER,CO80220     		N/A PC Shwayder Camp fund 1,800
    CONGREGATION HEBREW EDUCATIONAL ALLIANCE
    3600 S IVANHOE ST
    DENVER,CO80237     		N/A PC General & Unrestricted 15,000
    CYSTIC FIBROSIS FOUNDATION
    400 S COLORADO BLVD STE 840
    DENVER,CO80246     		N/A PC General & Unrestricted 5,000
    DELTA ETA BOULE FOUNDATION
    PO BOX 462618
    AURORA,CO80046     		N/A PC General & Unrestricted 5,000
    DENVER RESCUE MISSION
    PO BOX 5206
    DENVER,CO80217     		N/A PC Holiday Meals fund 5,000
    FLORENCE CRITTENTON SERVICES OF COLORADO
    96 S ZUNI ST
    DENVER,CO80223     		N/A PC Early child development fund and basic-needs baskets fund 25,000
    FLORENCE CRITTENTON SERVICES OF COLORADO
    96 S ZUNI ST
    DENVER,CO80223     		N/A PC Holiday Gift Cards fund 30,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239     		N/A PC General & Unrestricted 10,000
    GABBY KRAUSE FOUNDATION
    7200 S ALTON WAY STE B130
    CENTENNIAL,CO80112     		N/A PC Five(5) Bags of Fun project 2,000
    GREENHOUSE SCHOLARS
    1820 FOLSOM ST
    BOULDER,CO80302     		N/A PC Charitable Event 500
    HABITAT FOR HUMANITY INTERNATIONAL INC
    53 CALAWAY COURT
    GLENWOOD SPRINGS,CO81601     		N/A PC Basalt Vista Net Zero Project 30,000
    HEARTS & HORSES INC
    163 N COUNTY RD 29
    LOVELAND,CO80537     		N/A PC General & Unrestricted 20,000
    ILLUMINATE COLORADO INC
    1530 W 13TH AVE STE 118
    DENVER,CO80204     		N/A PC General & Unrestricted 10,000
    JEFFERSON FOUNDATION
    581 CONFERENCE PL
    GOLDEN,CO80401     		N/A PC Covid19 Response Fund, Food and Technology Support fund 10,000
    JEWISH FAMILY SERVICE OF COLORADO INC
    3201 S TAMARAC DR
    DENVER,CO80231     		N/A PC General & Unrestricted 25,000
    JEWISH FAMILY SERVICE OF COLORADO INC
    3201 S TAMARAC DR
    DENVER,CO80231     		N/A PC Jewish Family Services Food Pantry fund 10,000
    JEWISH FAMILY SERVICE OF COLORADO INC
    3201 S TAMARAC DR
    DENVER,CO80231     		N/A PC The Harry and Jeanette Weinberg Food Pantry program 10,000
    JEWISH RESOURCE CENTER CHABAD OF ASPEN
    435 W MAIN ST
    ASPEN,CO81611     		N/A PC General & Unrestricted 10,000
    JEWISHCOLORADO
    300 S DAHLIA ST STE 300
    DENVER,CO80246     		N/A PC to purchase extra bags for the Christmas Mitzvah Project 3,000
    JEWISHCOLORADO
    300 S DAHLIA ST STE 300
    DENVER,CO80246     		N/A PC annual campaign flagship fund, covid-16 community response fund for jewish families and individuals, YAD family shabbat fund, one happy camper fund 50,000
    KABBALAH EXPERIENCE
    2305 S SYRACUSE WAY
    DENVER,CO80231     		N/A PC General & Unrestricted 45,000
    LATINA SAFEHOUSE INITIATIVE
    PO BOX 11174
    DENVER,CO80211     		N/A PC General & Unrestricted 10,000
    MAKE-A-WISH FOUNDATION OF COLORADO INC
    7951 E MAPLEWOOD AVE STE 126
    GREENWOOD VILLAGE,CO80111     		N/A PC Adopt A Wish project 10,000
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218     		N/A PC General & Unrestricted 10,000
    MILE HIGH UNITED WAY (FISCAL SPONSOR OF GLOBAL LIV
    PO BOX 5547
    DENVER,CO80217     		N/A PC Governor's Relief Fund, Colorado COVID Relief Fund 25,000
    MILE HIGH UNITED WAY (FISCAL SPONSOR OF GLOBAL LIV
    PO BOX 5547
    DENVER,CO80217     		N/A PC Governor's Relief Fund, Colorado COVID Relief Fund 75,000
    MINDS MATTER
    PO BOX 48162
    DENVER,CO80204     		N/A PC to purchase Chrome Books for Students 25,000
    MOVEMBER FOUNDATION
    PO BOX 1595
    CULVER CITY,CA90232     		N/A PC General & Unrestricted 2,500
    MOVING TRADITIONS
    8380 OLD YORK RD STE 4300
    ELKINS PARK,PA19027     		N/A PC Colorado Moving Tradition fund 10,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC General & Unrestricted 5,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC COVID-19 Emergency Response fund 5,000
    NOURISH MEALS ON WHEELS
    PO BOX 3108
    CENTENNIAL,CO80161     		N/A PC General & Unrestricted 4,000
    QUEENS COLLEGE FOUNDATION INC
    6530 KISSENA BLVD
    FLUSHING,NY11367     		N/A PC General & Unrestricted 5,000
    RAMAH IN THE ROCKIES
    5600 S QUEBEC ST STE 250-C
    GREENWOOD VILLAGE,CO80111     		N/A PC General & Unrestricted 25,000
    REGIS UNIVERSITY
    3333 REGIS BLVD B16
    DENVER,CO80221     		N/A PC General & Unrestricted 3,000
    ROSE COMMUNITY FOUNDATION
    4500 CHERRY CREEK DR S STE 900
    DENVER,CO80246     		N/A PC Bender Family Donor Advised Fund 15,000
    SISTER CARMEN COMMUNITY CENTER INC
    655 ASPEN RIDGE DR
    LAFAYETTE,CO80026     		N/A PC General & Unrestricted 10,000
    SMILING GOAT RANCH INC
    271 WILLOW LN
    CARBONDALE,CO81623     		N/A PC General & Unrestricted 5,000
    SOUTHEAST CENTER FOR JUDAISM INC
    9550 E BELLEVIEW AVE
    GREENWOOD VLG,CO80111     		N/A PC Jewish Outreach Initiative (JOI) 1,800
    STRUGGLE OF LOVE FOUNDATION
    PO BOX 39727
    DENVER,CO80239     		N/A PC General & Unrestricted 2,000
    TEMPLE SINAI
    3509 S GLENCOE ST
    DENVER,CO80237     		N/A PC Preschool - Outdoor Program and Teacher Appreciation fund 5,000
    THE ASPEN INSTITUTE INC
    1000 N 3RD ST
    ASPEN,CO81611     		N/A PC Society of Fellows fund 3,500
    THE GROWHAUS
    3840 YORK ST STE 245
    DENVER,CO80205     		N/A PC General & Unrestricted 2,000
    THE VOTER PARTICIPATION CENTER
    1707 L ST NW STE 950
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 5,000
    THERE WITH CARE
    2825 WILDERNESS PL STE 100
    BOULDER,CO80301     		N/A PC General & Unrestricted 5,000
    UNITED JEWISH APPEAL ASPEN VALLEY CAMPAIGN
    300 S DAHLIA ST STE 300
    DENVER,CO80246     		N/A PC General & Unrestricted 10,000
    UNITED WAY OF LARIMER COUNTY INC
    525 W OAK ST STE 101
    FORT COLLINS,CO80521     		N/A PC Larimer County Fire Recovery Fund 25,000
    UNIVERSITY OF COLORADO FOUNDATION
    PO BOX 17126
    DENVER,CO80217     		N/A PC Greenberg Family Leeds Scholarship Fund 16,000
    UNIVERSITY OF COLORADO FOUNDATION
    PO BOX 17126
    DENVER,CO80217     		N/A PC Staff and Faculty Emergency fund 2,000
    UNIVERSITY OF COLORADO FOUNDATION
    914 BROADWAY 95 UCB
    BOULDER,CO80309     		N/A PC Jewish Studies Program 18,000
    UNIVERSITY OF COLORADO FOUNDATION-DENVER CAMPUS
    PO BOX 17126
    DENVER,CO80217     		N/A PC General & Unrestricted 3,000
    WE DONT WASTE INC
    5971 BROADWAY
    DENVER,CO80216     		N/A PC General & Unrestricted 10,000
    Total .................................bullet 3a 818,100
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 ...........     		    14 1,048  
    4 Dividends and interest from securities....     14 347,233  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -313,887  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 95 14 237  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 95 34,631  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    34,726
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC NOTE CALL - 2.850% 14,864 15,771
    AIR LEASE CORP MTN - 2.300% - 19,793 20,705
    AMAZON COM INC - 0.800% - 06/0 14,994 15,220
    AMERICAN HONDA FIN CORP - 1.70 19,622 20,188
    AMGEN INC - 2.200% - 02/21/202 15,157 16,007
    ANHEUSER BUSCH - 4.750% - 01/2 15,607 18,524
    APPLE INC - 1.800% - 09/11/202 24,943 26,236
    AT&T INC - 1.650% - 02/01/2028 30,401 30,609
    BANK OF AMERICA - 3.950% - 04/ 25,892 28,182
    BANK OF MONTREAL MTN - 3.300% 25,193 27,115
    BANK OF NOVA SCOTIA - 1.950% - 20,144 20,655
    BLACK HILLS CORP - 3.050% - 10 14,948 16,356
    BP CAP MKTS - 3.245% - 05/06/2 14,884 15,597
    BRISTOL-MYERS SQUIBB CO - 0.75 9,984 10,013
    BROADCOM INC SER B - 4.700% - 17,163 17,190
    CATERPILLER FINL SERVICE - 1.9 15,124 15,418
    CITIGROUP INC NOTE - 4.400% - 37,542 40,016
    COOPERATIEVE CENTRALE RAIFFEIS 25,444 28,254
    COSTCO - 1.600% - 04/20/2030 19,965 20,494
    CREDIT SUISSE GRP FDG GUERNSEY 21,391 22,204
    CVS HEALTH CORP - 1.300% - 08/ 14,841 15,070
    DEUTSCHE BK - 3.375% - 05/12/2 20,095 20,180
    DISCOVERY COMMUNICATIONS LLC B 15,953 17,689
    DISNEY WALT CO - 2.650% - 01/1 16,040 16,445
    DOWDUPONT - 4.205% - 11/15/202 15,732 16,549
    EBAY INC - 1.900% - 03/11/2025 15,210 15,769
    FISERV INC NOTE CALL MAKE WHOL 15,825 17,118
    GENERAL DYNAMICS CORP - 3.000% 19,857 20,193
    GENERAL MLS INC - 3.598% - 10/ 10,085 10,163
    GLAXOSMITHKLINE CAP INC - 3.37 20,423 21,427
    GOLDMAN SACHS GROUP INC - 2.90 24,640 25,966
    JOHN DEERE CAPITAL - 2.150% - 19,573 20,679
    JPMORGAN CHASE & CO - 3.375% - 25,381 26,720
    LLOYDS BANKING GROUP - 2.907% 19,942 20,895
    LOWES COS INC - 1.300% - 04/15 14,990 15,132
    MICROSOFT CORP - 3.125% - 11/0 31,139 33,538
    MORGAN STANLEY FR - 4.875% - 1 31,842 32,325
    NISOURCE FINANCE CORP NOTE - 3 10,008 11,339
    ONEOK INC - 4.000% - 07/13/202 10,092 11,150
    ONTARIO PROV CDA - 3.400% - 10 24,969 27,125
    ORACLE CORP NOTE CALL MAKE WHO 30,352 32,243
    PACCAR FINL CORP - 2.800% - 03 15,050 15,051
    PARKER HANNIFIN CORP - 2.700% 14,993 16,087
    PFIZER INC - 2.800% - 03/11/20 15,322 15,450
    PUBLIC SERVICE ENTERPRISE GROU 10,153 10,423
    ROYAL BANK OF CANADA - 4.650% 26,835 29,502
    RYDER - 4.625% - 06/01/2025 11,489 11,587
    SANTANDER UK PLC - 2.100% - 01 14,995 15,499
    SHELL INTERNATIONAL - 2.375% - 15,324 16,088
    SHIRE ACQUISITIONS - 3.200% - 14,585 16,776
    SOUTHWESTERN ELEC PWR - 4.100% 15,758 17,624
    SPECTRA ENERGY PARTNER - 3.500 15,348 16,540
    SUMITOMO MITSUI FINANCIAL GROU 15,231 15,551
    TARGET CORP - 2.250% - 04/15/2 15,328 16,085
    TELEFONICA EMISIONESS - 4.570% 16,317 16,399
    TJX COS INC - 1.150% - 05/15/2 19,962 20,101
    TOTAL SYS SVCS INC - 4.000% - 15,453 16,222
    TOYOTA MOTOR CREDIT CORP - 2.0 14,991 15,805
    UDR INC MEDIUM TERM NTS - 2.95 9,656 10,976
    UNITEDHEALTH GRP - 2.875% - 03 15,053 15,864
    VERIZON COMMUNICATIONS INC - 2 32,743 38,352
    WASTE MGMT - 3.125% - 03/01/20 20,610 21,896

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADIDAS AG 28,763 36,598
    AIA GROUP LTD ADR 24,854 33,408
    ASML HOLDING NV NY REG SHS 25,187 41,944
    BNY MELLON INSTL S&P 500 STOCK 6,245,617 7,952,338
    BNY MELLON INTL STOCK INDEX FD 265,608 314,281
    BNY MELLON MIDCAP INDEX FD 1,187,131 1,447,755
    CANADIAN NATL RAILWAY CO 25,861 26,584
    CHR HANSEN HOLDINGS 16,490 18,418
    CLP HOLDINGS LTD 21,730 19,759
    COCA COLA FEMSA SA 17,646 15,674
    COLOPLAST AS ADR 38,426 42,743
    COMPASS GROUP PLC ADR 21,017 19,292
    CSL LTD 26,658 31,833
    DAIKIN INDS LTD ADR 24,295 37,514
    DAITO TRUST CONST SPON ADR 18,446 15,497
    DASSAULT SYS SA SPN ADR 26,725 34,624
    DFA EMERGING MARKETS CORE EQ P 364,080 419,923
    DIAGEO PLC ADS 24,419 26,680
    DREYFUS INTL SMALL CAP FD CL Y 616,884 598,095
    DREYFUS SMALLCAP STOCK INDEX F 967,702 1,123,538
    EXPERIAN GROUP LTD S/ADR 23,454 26,572
    FANUC LIMITED UNSPONSORED 23,459 30,616
    GALP ENERGIA 12,721 10,080
    GIVAUDAN SA UNSP/ADR 24,534 29,701
    HANG LUNG PROPERTIES-SP ADR 20,826 23,179
    HONG KONG & CHINA GAS SPD ADR 16,514 14,953
    HOTCHKIS & WILEY HIGH YLD-I 660,830 695,815
    HOYA CORP SPONS ADR 25,135 30,950
    INDUSTRIA DE DISENO 22,964 25,664
    JARDINE MATHESON UNS/ADR 23,419 26,423
    KAO CORP 26,410 26,402
    KONE OYJ ADR B SHS 30,900 38,608
    L'AIR LIQUIDE ADR OTC 32,816 39,139
    L'OREAL ADR 21,809 29,699
    LVMH MOET HENN UNSP 28,431 43,656
    MAKITA CORP 20,430 30,198
    MURATA MFG INC UNSP/ADR 25,721 41,694
    NESTLE S.A 32,257 34,044
    NOVARTIS AG ADR 27,110 30,218
    NOVO NORDISK A S 30,912 37,021
    NOVOZYMES A/S UNSP/ADR 25,507 30,247
    PACIFIC FUNDS FLOATING RATE IN 686,604 691,662
    RECKITT BENCKISER GROUP 25,035 26,636
    ROCHE HOLDING LTD ADR 31,975 35,949
    SAP AKTIENGESELL ADS 28,389 28,816
    SGS SA UNSP ADR 25,083 30,610
    SHIN-ETSU CHEMICAL C 28,566 45,299
    SMC CORPORATION 38,290 48,992
    SMITH & NEPHEW PLC ADR 27,726 26,567
    STONE HARBOR EMERGING MARKETS 277,000 292,503
    SYSMEX CORP UNSP ASDR 23,158 39,699
    TAIWAN SEMICONDUCTOR MFG CO LT 29,825 57,791
    TCW EMERGING MARKETS INCOME FU 277,000 298,504
    TOTAL FINA ELF S.A 21,074 19,698
    UNILEVER PLC AMER 24,383 25,351
    VAN ECK CM COMMODITY INDEX FD 203,278 202,868
    VANGUARD FTSE EMERGING MARKETS 323,648 397,122
    VANGUARD SF REIT ETF 183,601 190,328
    VIRTUS EMERGING MARKETS OPPTS 356,019 408,774

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    US Government Securities - End of Year Book Value:

    1,514,069
    US Government Securities - End of Year Fair Market Value:

    1,573,356
    State & Local Government Securities - End of Year Book Value:


    60,938
    State & Local Government Securities - End of Year Fair Market Value:


    63,763


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FUGIO FUND XI PE, LP   45,854 50,385
    FUGIO XI VC, LP   44,926 49,786

    TY 2020 OtherExpensesSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 46,335     46,335
    Bank Charges 1,071 1,071    
    K-1 Exp FUGIO FUND XI PE, LP 4,439 4,439    
    K-1 Exp FUGIO XI VC, LP 5,079 5,079    
    Postage/Delivery Service 419     419
    State or Local Filing Fees 10     10


    TY 2020 OtherIncomeSchedule2
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss FUGIO FUND XI PE, LP 327 232  
    K-1 Inc/Loss FUGIO XI VC, LP 5 5  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 118,589 118,589    


    TY 2020 TaxesSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 3,200      
    990-PF Excise Tax for 2019 1,893      
    Foreign Tax Paid 2,362 2,362