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
Seth Bonder Foundation
 
% JOHN CIANCIBELLO
Number and street (or P.O. box number if mail is not delivered to street address)1360 East Ninth Street 1100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cleveland, OH44114
A Employer identification number

45-4929846
B Telephone number (see instructions)

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$6,170,799
J 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      
4 Dividends and interest from securities... 115,649 101,149 115,649
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -12,448
b Gross sales price for all assets on line 6a 1,080,726
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)....... -6,300    
12 Total. Add lines 1 through 11........ 96,901 101,149 115,649
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 81,166     77,167
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 3,890 0 0 3,890
b Accounting fees (attach schedule)....... 6,164 0 0 6,164
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,627     6,627
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 54,413 31,419   18,561
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 152,260 31,419 0 112,409
25 Contributions, gifts, grants paid....... 420,844 420,844
26 Total expenses and disbursements. Add lines 24 and 25 573,104 31,419 0 533,253
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -476,203
b Net investment income (if negative, enter -0-) 69,730
c Adjusted net income (if negative, enter -0-)... 115,649
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............. 196,623 128,833 128,833
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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.......... 1,460 1,529 1,529
10a Investments—U.S. and state government obligations (attach schedule) 349,640 Click to see attachment348,779 348,779
b Investments—corporate stock (attach schedule)....... 4,644,933 Click to see attachment4,746,388 4,746,388
c Investments—corporate bonds (attach schedule)....... 927,484 Click to see attachment865,649 865,649
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 86,634 Click to see attachment79,621 79,621
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) 6,206,774 6,170,799 6,170,799
Liabilities 17 Accounts payable and accrued expenses.......... 11,312 6,905
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)......... 11,312 6,905
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........... 6,195,462 6,163,896
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    
29 Total net assets or fund balances (see instructions)..... 6,195,462 6,163,896
30 Total liabilities and net assets/fund balances (see instructions). 6,206,774 6,170,801
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
6,195,462
2
Enter amount from Part I, line 27a .....................
2
-476,203
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,606,954
4
Add lines 1, 2, and 3 ..........................
4
7,326,213
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,162,317
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,163,896
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 APPLE INC P 2015-10-01 2020-09-04
b BOEING CO COM P   2020-09-04
c BK OF AMERICA CORP COM P 2015-01-30 2020-07-28
d BP PLC SPONSORED ADR AVERAGE PRICE TRADE P 2017-11-17 2020-04-02
e CARRIER GLOBAL CORP P 2019-06-28 2020-04-09
CITIGROUP INC COM NEW P   2020-04-20
CONSTELLATION BRANDS INC COM P 2019-02-21 2020-05-27
CVS HEALTH CORP COM P   2020-11-10
DUPONT DE NEMOURS INC P 2019-06-28 2020-03-26
INTEL CORP P 2015-03-25 2020-12-22
MARATHON PETROLEUM CORP COM P 2016-11-17 2020-03-26
NEWELL BRANDS INC P 2018-10-01 2020-01-15
NEXTRA ENERGY INC P 2015-09-08 2020-01-15
WELLS FARGO CO NEW COM P   2020-04-02
WEYERHAEUSER CO COM P 2020-06-26 2020-03-26
OTIS WORLDWIDE P 2019-06-28 2020-04-09
XILINX INC P 2017-08-01 2020-01-15
XILINX INC P 2017-08-01 2020-02-28
CONESTOGA SMALL CAP P 2014-04-21 2020-05-29
DODGE & COX INTERNATL P   2020-09-25
DODGE & COX INTERNATL P   2020-05-29
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2020 P   2020-05-29
INVESCO QQQ TR UNIT SER 1 P   2020-05-29
ISHARES INC CORE MSCI EMERGING MKTS P 2015-09-28 2020-09-24
ISHARES TR RUSSEL 1000 P   2020-05-29
ISHARES S&P MID CAP 400 GROWTH ETF P 2014-07-28 2020-05-29
ISHARES S&P SMALL CAP 600 VALUE P 2015-12-10 2020-05-29
ISHARES MSCI EAFE SMALL-CAP ETF P 2014-12-11 2020-05-29
JPMORGAN CHASE & CO ALERIAN MLP INDEX P 2017-12-11 2020-02-28
MORGAN STANLEY FIN LLC MTN ZERO CPN P 2017-08-01 2020-02-06
NUANCE MID CAP VALUE FUND INSTL P 2017-04-25 2020-05-29
RMB MENDON FIN SERVICES CL I P   2020-09-24
SPDR S&P MIDCAP 400 ETF TR P   2020-05-29
7,536 SHS STONERIDGE REINSURAC RISK PREM P 2014-12-17 2020-02-28
806 SHS STONERIDGE REINSURAC RISK PREM P 2014-12-17 2020-05-29
240 SHS STONERIDGE REINSURAC RISK PREM P   2020-08-21
104 SHS STONERIDGE REINSURAC RISK PREM P   2020-11-20
TEMPLETON GLOBAL BOND ADVISOR P   2020-09-24
VIRTUS EMERGING MKTS OPPT CLASS I P 2015-03-15 2020-05-29
(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 13,604   3,283 10,321
b 8,250   6,253 1,997
c 13,035   8,248 4,787
d 10,200   15,546 -5,346
e 1,685   2,892 -1,207
17,501   26,801 -9,300
15,690   14,591 1,099
19,244   22,388 -3,144
6,785   15,454 -8,669
18,817   12,415 6,402
5,712   11,111 -5,399
9,720   10,032 -312
11,487   4,443 7,044
10,783   21,189 -10,406
6,672   10,365 -4,200
2,685   4,045 -1,360
8,408   5,387 3,021
9,441   7,288 2,153
6,466   3,553 2,913
12,411   13,779 -1,368
74,117   85,863 -11,746
191,840   191,179 661
31,244   10,651 20,593
10,478   7,891 2,587
87,788   68,400 19,388
4,385   3,070 1,315
3,114   2,946 168
8,908   8,012 896
39,841   63,862 -24,021
93,750   75,000 18,750
76,450   75,771 679
48,081   78,470 -30,389
49,394   29,422 19,972
59,210   76,255 -17,045
6,307   8,156 -1,849
9,672   12,141 -2,469
4,304   5,281 -977
43,121   51,030 -7,909
18,925   20,206 -1,281
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       10,321
b       1,997
c       4,787
d       -5,346
e       -1,207
      -9,300
      1,099
      -3,144
      -8,669
      6,402
      -5,399
      -312
      7,044
      -10,406
      -3,693
      -1,360
      3,021
      2,153
      2,913
      -1,368
      -11,746
      661
      20,593
      2,587
      19,388
      1,315
      168
      896
      -24,021
      18,750
      679
      -30,389
      19,972
      -17,045
      -1,849
      -2,469
      -977
      -7,909
      -1,281
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 -12,450
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................................ 1 969
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........................... 3 969
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- ..... 5 969
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,986
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,986
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 2,017
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,017 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)
    bulletMI
    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 instructions.................
    12
     
    No
    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 ofbulletJOHN CIANCIBELLO Telephone no.bullet (216) 920-4892

    Located atbullet1360 E 9TH ST 1100CLEVELANDOH ZIP+4bullet44114
    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
     
    No
    ........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
    MERRILL BONDERClick to see attachment PRESIDENT
    25.0
    78,166 8,630 0
    3040 GRAND BAY BLVD
    211
    LONGBOAT KEY,FL34228
    JOHN G CIANCIBELLOClick to see attachment TREASURER
    5.0
    1,000 0 0
    C/O 1360 E 9TH ST
    SUITE 1100
    CLEVELAND,OH44114
    LARRY SIEFORDClick to see attachment DIRECTOR
    5.0
    1,000 0 0
    414 N MAIN STREET 11
    ANN ARBOR,MI48104
    MARIE DEVENEYClick to see attachment SECRETARY
    5.0
    1,000 0 0
    2723 S STATE ST 400
    ANN ARBOR,MI48104
    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
     
    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 DONATIONS TO CHARITABLE ORGANIZATIONS AND UNIVERSITIES 420,844
    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
    5,501,500
    b
    Average of monthly cash balances.......................
    1b
    178,914
    c
    Fair market value of all other assets (see instructions)................
    1c
    81,150
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,761,564
    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
    5,761,564
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    86,423
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,675,141
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    283,757
    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
    283,757
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    969
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    969
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    282,788
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    282,788
    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
    282,788
    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
    533,253
    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
    533,253
    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
    533,253
    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 7 282,788
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 220,119
    b From 2016...... 56,462
    c From 2017...... 233,603
    d From 2018...... 238,349
    e From 2019...... 255,409
    fTotal of lines 3a through e........ 1,003,942
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 533,253
    a Applied to 2019, but not more than line 2a 0
    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..... 282,788
    e Remaining amount distributed out of corpus 250,465
    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 1,254,407
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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 ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    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) ...
    220,119
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    1,034,288
    10 Analysis of line 9:
    a Excess from 2016.... 56,462
    b Excess from 2017.... 233,603
    c Excess from 2018.... 238,349
    d Excess from 2019.... 255,409
    e Excess from 2020.... 250,465
    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).)
    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
    INFORMS
    5521 RESEARCH PARK DR
    SUITE 200
    CATONSVILLE,MD21228
    UNRELATED PC STUDENT ACTIVITIES 2020, BONDER SCHOLAR RESEARCH AWARD (5@$5,000 EACH), ADDITIONAL STIPEND FOR NEW BONDER SCHOLARS (2@$2,000 EACH) 46,500
    UNIVERSITY OF MICHIGAN
    1205 BEAL AVENUE
    ANN ARBOR,MI48109
    UNRELATED PC CHEPS, GLOBAL LEADERSHIP HONORS PROGRAM & TAUBER INSTITUTE. 105,000
    VAN WEZEL FOUNDATION
    777 N TAMIAMI TRAIL
    3RD FLOOR
    SARASOTA,FL34236
    UNRELATED PC FOUNDATION/SCHOOL TIME PERFORMANCES 27,500
    LESLIE SCIENCE & NATURE CENTER
    1831 TRAVER ROAD
    ANN ARBOR,MI48105
    UNRELATED PC IDEAS PROGRAM/RAPTORS RESPECT/SCHOOL PROGRAMS, SCHOLARSHIPS 15,000
    GIRLS GROUP
    2531 JACKSON AVENUE
    SUITE 188
    ANN ARBOR,MI48103
    UNRELATED PC SCHOLARSHIP & PROGRAMS SUPPORT 30,000
    MISCELLANEOUS - FROM FLOW-THROUGH ENTITY
    VARIOUS ADDRESSES
    VARIOUS,OH00000
    UNRELATED PC GENERAL FUNDING 14
    TEMPLE ISRAEL
    1376 E MASSEY ROAD
    MEMPHIS,TN38120
    UNRELATED PC CHILDHOOD EDUCATION CENTER SCHOLARSHIP 14,830
    BRINKLEY HEIGHTS URBAN ACADEMY
    3260 MACON ROAD
    MEMPHIS,TN38122
    UNRELATED PC TECHNOLOGY, INFRASTRUCTURE, COMPUTERS & EQUIPMENT FOR MATH PROGRAMS, PARENT INCENTIVE PROGRAM 35,000
    FACES OF ACCOMPLISHMENT
    741 S ORANGE AVE
    SARASOTA,FL34236
    UNRELATED PC MENTORING PROGRAM 65,000
    WASHTENAW COMMUNITY COLLEGE
    4800 EAST HURON RIVER DR
    ANN ARBOR,MI48105
    UNRELATED PC CAPITAL CAMPAIGN - $10,000 10,000
    GEORGIA TECH FOUNDATION
    760 Spring Street Suite 400
    Atlanta,GA30308
    UNRELATED PC SETH BONDER CAMP IN COMPUTATIONAL & DATA SCIENCES 65,000
    ST ANDREWS EPISCOPAL CHURCH
    306 N DIVISION STREET
    ANN ARBOR,MI48104
    UNRELATED PC 2020 BREAKFAST AT ST. ANDREW'S 5,000
    ORPHEUM THEATRE GROUP
    203 S MAIN STREET
    MEMPHIS,TN38103
    UNRELATED   GENERAL SUPPORT 1,000
    JC RUNYON FOUNDATION
    8295 TOURNAMENT DRIVE
    201
    MEMPHIS,TN38125
    UNRELATED PC GENERAL CONTRIBUTION 1,000
    Total .................................bullet 3a 420,844
    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 ...........
             
    4 Dividends and interest from securities....     14 115,649  
    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 -12,448  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        18 -6,300  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   96,901  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    96,901
    (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

    TY 2020 AccountingFeesSchedule
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,164     6,164

    TY 2020 CompensationExplanation
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Person Name Explanation
    MERRILL BONDER THE FOUNDATION USES THE ACCRUAL BASIS OF ACCOUNTING. THE OFFICER'S SALARY RELATING TO DECEMBER 2020 OF $6,333 WAS PAID IN JANUARY 2021, SO THIS AMOUNT WAS ACCRUED AS A 2019 EXPENSE. HOWEVER, SINCE THIS AMOUNT WAS NOT PAID UNTIL JANUARY 2021, IT IS NOT REFLECTED IN THE 2020 W-2. THE RECONCILIATION FOR 2020 SALARY IS AS FOLLOWS: 2020 SALARY PAID IN 2020 (TIES TO W-2) $76,958 LESS: 2019 SALARY PAID IN 2020 ( 6,125) -------- SUB-TOTAL $70,833 2020 SALARY PAID IN 2021 6,333 -------- TOTAL 2020 SALARY (ACCRUAL BASIS) $77,166 ANNUAL DIRECTOR FEE 1,000 TOTAL $78,166

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

    TY 2020 DepreciationSchedule
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    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:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PNC 6.75% DUE 12/31/49 102,475 102,475
    SCHWAB CHARLES 7% DUE 12/31/49 52,813 52,813
    SHENKMAN CAPITAL SRT DURATION 59,839 59,839
    BLACKROCK STRATEGIC INCOME OPP 114,329 114,329
    DOUBLELINE TOTAL RETURN BOND F 94,842 94,842
    MORGAN STANLEY FIN LLC MTN ZER 0 0
    FIDELITY CONSERVATIV I BOND 232,484 232,484
    STONERIDGE REINSURAC RISK PREM 24,975 24,975
    TEMPLETON GLOBAL BOND 0 0
    MORGAN STANLEY FIN LLC MTN Z1 54,955 54,955
    ROYAL BK CDA MTN ZERO CPN 31,650 31,650
    GS FINANCE CORP MTN ZERO CPN 97,287 97,287

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Name of Stock End of Year Book Value End of Year Fair Market Value
    613 ISHARES TR RUSSELL 1000 83,815 83,815
    570 SHS SPDR S&P MIDCAP 400 ET 174,267 174,267
    1383.670 SHS CONESTOGA SMALL 100,306 100,306
    4376.743 DODGE & COX INTERNAT 81,689 81,689
    2374 SHS JP MORGAN CHASE & CO 0 0
    15123.977 NUANCE MID CAP VALUE 126,351 126,351
    1822.704 SHS RMB MENDON FIN SE 0 0
    4142.033 T ROWE PRICE NEW ASIA 104,048 104,048
    148 SHS ACE LIMITED ORD CHF29. 22,780 22,780
    439 SHS ABBOTT LABORATORIES 48,066 48,066
    179 SHS APPLE INC 78,951 78,951
    548 SHS BANK OF AMERICA 16,610 16,610
    75 SHS BOEING CO 0 0
    398 SHS BP PLC SPONSORED ADR 0 0
    257 SHS BRISTOL MYERS SQUIBB 15,942 15,942
    254 SHS CARDINAL HEALTH INC 0 0
    660 SHS CISCO SYS INC 37,501 37,501
    762 SHS COMCAST CORP NEW 39,929 39,929
    280 SHS CVS HEALTH CORP 0 0
    137 SHS DIAGEO ADR EACH REPR 4 21,757 21,757
    184 SHS HOME DEPOT INC 48,874 48,874
    142 SHS HONEYWELL INTL INC 44,454 44,454
    409 SHS INTEL CORP 0 0
    1416 SHS ISHARES INC CORE MSCI 75,192 75,192
    618 SHS ISHARES S&P SMALL CAP 96,108 96,108
    327 SHS JPMORGAN CHASE & CO 41,552 41,552
    174 SHS JOHNSON & JOHNSON 27,384 27,384
    1651 SHS KINDER MORGAN INC COM 22,569 22,569
    255 SHS MARATHON PETROLEUM COR 0 0
    208 SHS NEXTERA ENERGY INC 49,993 49,993
    411 SHS QUALCOMM INC 62,612 62,612
    157 SHS AMGEN INC 36,097 36,097
    1152 SHS ISHARES CORE S&P SMAL 105,869 105,869
    1303 SHS ISHARES MSCI EAFE SML 77,509 77,509
    264 SHS ISHARES S&P 500 GROWTH 67,394 67,394
    1984 SHS ISHARES MIDCAP 400 GR 143,284 143,284
    327 SHS METLIFE INC 15,353 15,353
    48 SHS MICROSOFT CORP CROSS T 10,676 10,676
    253 SHS MICROSOFT CORP EXEC ON 56,272 56,272
    339 SHS MONDELEZ INTL INC COM 30,580 30,580
    218 SHS OCCIDENTAL PETROLEUM C 0 0
    147 SHS PEPSICO INC 21,800 21,800
    157 SHS RAYTHEON CO COM 0 0
    1400 SHS SPDR S&P 500 ETF TR 523,432 523,432
    2383.429 T ROWE PRICE GROWTH 239,799 239,799
    143 SHS UNITED HEALTHCARE GROU 50,147 50,147
    10812.206 SHS VIRTUS EMERGING 118,217 118,217
    406 SHS WELLS FARGO & CO NEW 0 0
    378 SHS WEYERHAEUSER CO COM 0 0
    200 SHS XILINX INC EXEC 0 0
    387 SHS CITIGROUP INC COM NEW 0 0
    977 SHS ATT&T INC COM 28,099 28,099
    230 SHS EATON CORP PLC COM 35,322 35,322
    8021 INVESCO EXCH TRD 25 113,625 113,625
    9011 INVESCO EXCH TRD 20 0 0
    9149 INVESCO EXCH TRD 21 194,050 194,050
    8645 INVESCO EXCH TRD 23 189,326 189,326
    9176 INVESCO EXCH TRD 22 199,578 199,578
    7006 INVESCO EXCH TRD 24 156,864 156,864
    1114 INVESCO QQQ TR UNIT SER 1 306,838 306,838
    2365 INVESCO EXHANGE TRADED TR 97,343 97,343
    486 SHS NEWELL BRANDS INC COM 0 0
    244 SHS ORACLE CORP COM AV PRI 15,784 15,784
    36 SHS BROADCOM INC COM EXEC 29,336 29,336
    88 SHS CONSTELLATION BRANDS 0 0
    208 SHS DUPONT DE NEMOURS INC 0 0
    119 SHS UNITED TECHNOLOGIES 0 0
    163 SHS ABBVIE INC COM 17,465 17,465
    127 SHS ACCENTURE PLC CLS A US 33,174 33,174
    69 SHS AIR PROD AND CHEM INC 18,852 18,852
    144 SHS AMERICAN ELEC PWR CO 11,991 11,991
    117 SHS AMERICAN TOWER CORP 26,262 26,262
    3,045 SHS GOLUB CAP BDC INC 43,056 43,056
    9,900 SHS LORD ALBBET SHT DUR 41,678 41,678
    70 SHS MCDONALDS CORP EXEC 15,021 15,021
    158 SHS MEDTRONIC 18,508 18,508
    485 SHS RAYTHEON CORP 34,682 34,682
    256 SHS STARBUCKS CORP COM 27,387 27,387
    173 SHS TARGET CORP COM 30,540 30,540
    76 SHS UNION PAC CORP COM 15,825 15,825
    461 SHS VERIZON COMMUNICATIONS 27,084 27,084
    4,102 SHS WCM FOCUSED INTL GRO 101,519 101,519

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    348,779
    State & Local Government Securities - End of Year Fair Market Value:


    348,779


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HURON VALLEY TENNIS CLUB   79,621 79,621

    TY 2020 LegalFeesSchedule
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,890     3,890


    TY 2020 OtherDecreasesSchedule
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Description Amount
    UNREALIZED LOSS 1,162,317


    TY 2020 OtherExpensesSchedule
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE AND SHIPPING 1,003     1,003
    MISCELLANEOUS EXPENSES 0     0
    FINANCIAL PLANNING FEES 8,500     8,500
    LIABILITY INSURANCE 2,480      
    INVESTMENT MANAGEMENT FEES 33,372 31,419    
    HEALTH INSURANCE 8,630     8,630
    BUSINESS MEALS 0     0
    MISC ADMIN EXPENSES 428     428


    TY 2020 OtherIncomeSchedule2
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASS-THROUGH INCOME - HVTC -6,300    


    TY 2020 OtherIncreasesSchedule
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Description Amount
    UNREALIZED GAIN 1,606,954


    TY 2020 TaxesSchedule
    Name:
    Seth Bonder Foundation
    EIN:
    45-4929846
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 5,903     5,903
    FOREIGN TAXES 724     724