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 09-01-2020 , and ending 08-31-2021
Name of foundation
BUNDY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 52007
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85072
A Employer identification number

94-6659802
B Telephone number (see instructions)

(949) 553-7177
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$10,610,729J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 201,922 200,992  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 426,865
b Gross sales price for all assets on line 6a 1,974,754
7 Capital gain net income (from Part IV, line 2)... 426,865
8 Net short-term capital gain......... 0
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 1,585    
12 Total. Add lines 1 through 11........ 630,372 627,857  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 156,311 117,233   39,078
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,700 2,542   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 95 10   85
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,106 119,785 0 40,163
25 Contributions, gifts, grants paid....... 402,622 402,622
26 Total expenses and disbursements. Add lines 24 and 25 572,728 119,785 0 442,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 57,644
b Net investment income (if negative, enter -0-) 508,072
c Adjusted net income (if negative, enter -0-)... 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.............   37,681 37,681
2 Savings and temporary cash investments......... 212,150 294,954 294,954
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,747,210 Click to see attachment2,606,486 5,477,249
c Investments—corporate bonds (attach schedule)....... 732,522 Click to see attachment627,734 518,656
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,504,626 Click to see attachment3,685,463 4,282,189
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) 7,196,508 7,252,318 10,610,729
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
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........ 7,196,508 7,252,318
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)..... 7,196,508 7,252,318
30 Total liabilities and net assets/fund balances (see instructions). 7,196,508 7,252,318
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
7,196,508
2
Enter amount from Part I, line 27a .....................
2
57,644
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,254,152
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,834
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,252,318
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 350. APPLE INC COM   2011-12-29 2020-09-03
b 25. META PLATFORMS, INC.   2016-12-15 2020-09-16
c 100000. MONDELEZ INTL BDS 4.000% 2/01/24   2019-05-28 2020-10-16
d 61. JPMORGAN CHASE & CO   1994-08-12 2020-10-20
e 25. MCDONALDS CORP   2012-12-06 2020-10-20
175. NORTONLIFELOCK INC COM   2020-02-03 2020-10-20
25. PROCTER & GAMBLE CO   2012-12-06 2020-10-20
25. REGENERON PHARMACEUTICALS INC   2020-02-03 2020-10-20
50. WELLS FARGO & CO COM   2008-06-23 2020-10-20
500. SUNCOR ENERGY INC   2016-08-30 2020-10-28
500. WELLS FARGO & CO COM   2008-06-23 2020-10-28
250. INVESCO LTD COM   2017-11-08 2020-10-28
100. ANHEUSER BUSCH INBEV SA/NV SPON ADR   2018-01-02 2020-11-23
45. BLACKROCK INC   2012-12-06 2020-11-23
456. ISHARES S&P MID-CAP 400 GROWTH ETF   2003-12-15 2020-11-23
394. ISHARES S&P-MD CAP 400 VAL ETF   2003-12-15 2020-11-23
.5262 VIATRIS INC COM   1994-08-12 2020-12-02
198. VIATRIS INC COM   1994-08-12 2021-01-04
40. VONTIER CORPORATION   2011-12-29 2021-01-04
200. WEYERHAEUSER CO COM   2011-12-29 2021-01-04
5799.808 AQR EQTY MKT NEUTRAL FD R6 #15296   2016-12-16 2021-01-19
3352.354 ARBITRAGE FD CL I #1000   2014-02-13 2021-01-19
300. ANHEUSER BUSCH INBEV SA/NV SPON ADR   2018-08-09 2021-01-26
25. APPLE INC COM   2011-12-29 2021-01-26
50. AMERICAN TOWER CORP   2011-12-29 2021-02-22
25. APPLE INC COM   2011-12-29 2021-02-22
25. MICROSOFT CORP   2003-12-15 2021-02-22
100. NOVARTIS AG SPNSRD ADR   2013-10-07 2021-02-22
25. QUALCOMM INC   2012-12-06 2021-02-22
25. TARGET CORP   2010-12-10 2021-02-22
50. CHUBB LIMITED COM   2016-08-30 2021-02-22
1468.746 AQR STYLE PREMIA ALT CL R6 #15289   2016-12-16 2021-03-11
39. DODGE & COX INTL STOCK FD(CLSD)#1048   2006-12-15 2021-03-11
26178.745 EATON VANCE FLT-RT HI INC R6 #1048   2016-12-16 2021-03-11
20652.145 EATON VANCE GLB MACR ABSOLT FD#1071   2013-10-07 2021-03-11
100. NORTONLIFELOCK INC COM   2020-02-03 2021-03-11
5. VANGUARD SMALL-CAP VALUE ETF   2016-08-30 2021-03-11
50. CHUBB LIMITED COM   2016-08-30 2021-03-11
5. BLACKROCK INC   2012-12-06 2021-03-15
410.01 DODGE & COX INTL STOCK FD(CLSD)#1048   2006-12-15 2021-03-15
100. CHUBB LIMITED COM   2016-08-30 2021-03-15
500. NOVO-NORDISK A S SPNSRD ADR   2018-08-09 2021-04-23
25. LOWES COS INC   2018-04-02 2021-04-30
304. PNC FINANCIAL SERVICES GROUP   2020-02-03 2021-04-30
200. SCHLUMBERGER LTD   2010-09-27 2021-04-30
1500. NORTONLIFELOCK INC COM   2020-02-03 2021-05-28
.5 ISHARES GOLD TR   2020-10-28 2021-06-11
80. ORGANON & CO   2010-12-10 2021-06-22
265.737 MFS INTERNATIONAL GROWTH R6 # 4805   2008-06-20 2021-08-10
20261.538 VANGUARD ULT-S/T ADMIRAL FD #592   2020-11-24 2021-08-10
1394.663 AQR STYLE PREMIA ALT CL R6 #15289   2016-12-16 2021-08-16
24. ISHARES S&P MID-CAP 400 GROWTH ETF   2003-12-15 2021-08-16
944.047 MFS INTERNATIONAL GROWTH R6 # 4805   2008-06-20 2021-08-16
14. VANGUARD SMALL CAP GR VIPERS   2016-08-30 2021-08-16
500. INVESCO LTD COM   2017-11-08 2021-08-16
300. ABBOTT LABS COM   2019-05-28 2021-08-24
50. EDISON INTL   2016-04-29 2021-08-24
1439. ISHARES S&P MID-CAP 400 GROWTH ETF   2003-12-15 2021-08-24
1088. ISHARES S&P-MD CAP 400 VAL ETF   2003-12-15 2021-08-24
30. VANGUARD SMALL CAP GR VIPERS   2016-08-30 2021-08-24
28. VANGUARD SMALL-CAP VALUE ETF   2016-08-30 2021-08-24
150. VANGUARD SMALL-CAP ETF   2018-08-10 2021-08-24
5. ALPHABET INC CAP STK CL A   2016-12-15 2021-08-31
100. APPLE INC COM   2011-12-29 2021-08-31
26. ISHARES S&P MID-CAP 400 GROWTH ETF   2003-12-15 2021-08-31
100. TJX COS INC NEW   2014-12-26 2021-08-31
35. VANGUARD SMALL CAP GR VIPERS   2016-08-30 2021-08-31
50. ALCON INC ORD SHS   2020-02-03 2021-08-31
CAPITAL GAIN DIVIDENDS P    
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(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 42,473   5,062 37,411
b 6,594   3,005 3,589
c 111,043   103,536 7,507
d 6,117   1,053 5,064
e 5,667   2,192 3,475
3,632   2,970 662
3,637   1,753 1,884
14,549   8,586 5,963
1,137   1,202 -65
5,729   13,975 -8,246
10,654   12,015 -1,361
3,327   8,922 -5,595
6,613   11,271 -4,658
30,611   8,708 21,903
31,113   6,611 24,502
32,287   10,493 21,794
8   1 7
3,656   456 3,200
1,303   344 959
6,538   3,674 2,864
37,873   69,946 -32,073
44,989   43,011 1,978
19,388   31,253 -11,865
3,555   362 3,193
11,251   3,028 8,223
3,157   362 2,795
5,872   671 5,201
8,811   6,627 2,184
3,483   1,541 1,942
4,713   1,480 3,233
8,426   6,347 2,079
10,707   14,821 -4,114
1,862   1,814 48
227,232   227,682 -450
180,087   185,573 -5,486
2,144   1,697 447
845   557 288
8,582   6,347 2,235
3,557   968 2,589
19,557   19,067 490
17,274   12,694 4,580
37,004   23,536 13,468
4,891   2,097 2,794
57,406   45,725 11,681
5,521   11,998 -6,477
41,369   25,456 15,913
17   18 -1
2,361   1,351 1,010
12,320   6,367 5,953
407,865   408,473 -608
11,046   14,073 -3,027
1,951   348 1,603
44,096   22,621 21,475
3,946   1,847 2,099
12,272   17,844 -5,572
37,539   22,982 14,557
2,948   3,504 -556
116,997   20,861 96,136
115,404   28,975 86,429
8,500   3,958 4,542
4,804   3,118 1,686
33,265   24,175 9,090
14,492   4,079 10,413
15,251   1,446 13,805
2,155   377 1,778
7,259   3,400 3,859
10,209   4,618 5,591
4,110   2,965 1,145
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
      9,703
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       37,411
b       3,589
c       7,507
d       5,064
e       3,475
      662
      1,884
      5,963
      -65
      -8,246
      -1,361
      -5,595
      -4,658
      21,903
      24,502
      21,794
      7
      3,200
      959
      2,864
      -32,073
      1,978
      -11,865
      3,193
      8,223
      2,795
      5,201
      2,184
      1,942
      3,233
      2,079
      -4,114
      48
      -450
      -5,486
      447
      288
      2,235
      2,589
      490
      4,580
      13,468
      2,794
      11,681
      -6,477
      15,913
      -1
      1,010
      5,953
      -608
      -3,027
      1,603
      21,475
      2,099
      -5,572
      14,557
      -556
      96,136
      86,429
      4,542
      1,686
      9,090
      10,413
      13,805
      1,778
      3,859
      5,591
      1,145
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 426,865
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 7,062
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 0
3 Add lines 1 and 2........................... 3 7,062
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,062
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,732
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,732
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,330
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
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)
    bulletCA
    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 ofbulletMUFG UNION BANK NA Telephone no.bullet (949) 553-7177

    Located atbulletPO BOX 45174SAN FRANCISCOCA ZIP+4bullet94101
    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
    MUFG UNION BANK N A CO-TRUSTEE
    20     		104,935    
    PO BOX 45174
    SAN FRANCISCO,CA941450174
    WINNIFRED MARALD NOSWORTHY CO-TRUSTEE
    20     		51,376    
    6239 E 5TH STREET
    LONG BEACH,CA90803
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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
    9,817,505
    b
    Average of monthly cash balances.......................
    1b
    300,314
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,117,819
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,117,819
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    151,767
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,966,052
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    498,303
    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
    498,303
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,062
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,062
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    491,241
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    491,241
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    491,241
    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
    442,785
    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
    442,785
    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
    442,785
    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 7 491,241
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 402,622
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 442,785
    a Applied to 2019, but not more than line 2a 402,622
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 40,163
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 ..........     		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......     		0
    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 ..........     		451,078
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    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.
    NONE
    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
    THE SALK INSTITUTE FOR
    BIOLOGICAL STUDIES
    10010 NORTH PINES RD
    LA JOLLA,CA92037     		NONE EXEMPT CHARITABLE 100,000
    BRAILLE INSTITUTE
    ATTN RICHARD PATTERSON
    741 N VERMONT AVENUE
    LOS ANGELES,CA900293514     		NONE EXEMPT CHARITABLE 13,000
    JOHN TRACY CLINIC
    806 WEST ADAMS BOULEVARD
    LOS ANGELES,CA90007     		NONE EXEMPT CHARITABLE 18,622
    BLIND CHILDREN'S CENTER
    4120 MARATHON STREET
    LOS ANGELES,CA90029     		NONE EXEMPT CHARITABLE 20,000
    JULES STEIN EYE INSTITUTE
    100 STEIN OKAZA - UCLA
    LOS ANGELES,CA900957000     		NONE EXEMPT CHARITABLE 100,000
    GOODWILL INDUSTRIES OF
    ORANGE COUNTY
    410 NORTH FAIRVIEW
    SANTA ANA,CA92703     		NONE EXEMPT CHARITABLE 10,000
    EASTER SEALS SOUTHERN
    CALIFORNIA INC
    1570 EAST 17TH ST
    SANTA ANA,CA92705     		NONE EXEMPT CHARITABLE 10,000
    BLIND CHILDRENS LEARNING CENTER
    18542-B VANDERLIP AVE
    SANTA ANA,CA92705     		NONE EXEMPT CHARITABLE 13,000
    ALZHEIMERS ASSOC OF ORANGE COUNTY
    600 ANTON BLVD
    COSTA MESA,CA92626     		NONE EXEMPT CHARITABLE 13,000
    SANFORD BURNHAM PREBYS MED
    DISCOVERY INSTITUTE
    10901 NORTH TORREY PINES ROAD
    La Jolla,CA92037     		NONE EXEMPT CHARITABLE 100,000
    WAYFINDER FAMI SVCS
    (FKA JUNIOR BLIND OF AMERICA)
    5300 ANGELES VISTA BOULEVARD
    LOS ANGELES,CA90043     		NONE EXEMPT CHARITABLE 5,000
    Total .................................bullet 3a 402,622
    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....     14 201,922  
    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 ............     		    18 426,865  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 1,585  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   630,372  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    630,372
    (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:
    BUNDY FOUNDATION
    EIN:
    94-6659802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BUNDY FOUNDATION
    EIN:
    94-6659802
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ESC TRIBUNE CO 137,401  
    BHP BILLITON FIN USA 2.875% 2/ 100,404 101,280
    CHEVRON CORP NTS 2.411% 3/3/22 100,043 100,749
    3M CO BDS 2.875% 10/15/27 99,886 109,275
    MONDELEZ INTL BDS 4.000% 2/01/    
    NIKE INC NT 2.375% 11/01/26 89,927 106,548
    SUNTRUST BANKS NT 2.700% 1/27/ 100,073 100,804

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BUNDY FOUNDATION
    EIN:
    94-6659802
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN TOWER CORP 26,949 131,477
    ANALOG DEVICES INC 14,884 73,328
    APPLE INC COM 30,371 318,843
    BLACKROCK INC 29,025 141,494
    CHEVRON CORP, COMMON STOCK 10,690 48,385
    COCA-COLA CO 30,012 56,310
    ECOLAB INC 28,893 112,680
    JPMORGAN CHASE & CO 14,246 131,959
    LOCKHEED MARTIN CORP 24,902 71,960
    MCDONALDS CORP 41,648 112,794
    MERCK & CO COM COM 27,353 61,032
    MICROSOFT CORP 26,169 294,333
    NOVARTIS AG SPNSRD SDR    
    PAYCHEX INC 18,518 57,235
    PFIZER INC 8,295 73,712
    PHILIP MORRIS INTL COM 27,177 41,200
    PROCTER & GAMBLE CO 52,400 110,352
    QUALCOMM INC 29,627 84,347
    ROYAL DUTCH SHELL PLC-ADR A 22,007 11,928
    SCHLUMBERGER LTD    
    SCHWAB CHARLES CORP NEW 25,495 72,850
    TARGET CORP 10,357 43,222
    UNITED PARCEL SERVICE CL B 36,750 97,815
    VERIZON COMMUNICATIONS 16,701 39,490
    WELLS FARGO & CO COM    
    WEYERHAEUSER CO COM 7,172 14,400
    CITIGROUP INC 43,230 51,056
    COMCAST CORP CL A 39,541 78,884
    GILEAD SCIENCES INC 36,145 36,390
    GOLDMAN SACHS 11,305 20,676
    MEDTRONIC PLC SHS 21,116 38,175
    MONDELEZ INTL INC CL A 39,728 62,070
    WEC ENERGY GRP 18,893 75,584
    CHUBB LIMITED COM    
    EDISON INTL 31,536 26,028
    FORTIVE CORP COM 1,987 7,387
    LOWES COS INC 29,805 76,459
    PHILLIPS 66 COM 15,901 14,218
    ROCHE HLDG LTD 15,523 25,110
    SUNCOR ENERGY INC    
    TJX COS INC NEW 30,434 65,448
    ALPHABET INC CAP STK CL A 77,507 274,925
    BRISTOL MYERS SQUIBB CO 62,769 66,860
    CISCO SYS INC 30,641 59,020
    FACEBOOK INC CL A    
    UNITEDHEALTH GROUP INC 32,184 83,254
    XILINX INC 30,072 77,795
    ANHEUSER BUSCH INBEV SA/NV SPO    
    INVESCO LTD COM    
    LILY ELI & CO 45,204 96,859
    NOVO-NORDISK A S SPNSRD ADR    
    ORACLE CORP 49,733 90,913
    PARKER HANNIFIN CORP 16,619 29,667
    VANGUARD SMALL-CAP ETF 396,119 594,064
    ABBOTT LABS COM    
    ALCON INC ORD SHS 25,873 37,112
    AMAZON.COM INC 46,108 86,770
    BERKSHIRE HATHAWAY B 54,353 71,443
    DISNEY COMPANY HOLDING CO 46,795 63,455
    VANGUARD FTSE DEVELOPED MARKET 560,376 726,309
    CARRIER GLOBAL CORP 1,792 5,760
    CORNING INC 33,832 47,908
    CORTEVA INC 24,972 36,715
    NORTONLIFELOCK INC COM    
    OTIS WORLDWIDE CORP 2,688 4,611
    PNC FINANCIAL SERVICES GROUP    
    RAYTHEON TECHNOLOGIES CORP COM 5,980 8,476
    REGENERON PHARMACEUTICALS INC 17,171 33,670
    AMERICAN EXPRESS CO 9,129 16,596
    BIOMARIN PHARMACEUTICAL INC 34,788 33,684
    FISERV INC 11,766 11,779
    LAS VEGAS SANDS CORP COM 14,416 11,376
    META PLATFORMS INC 21,037 66,392
    V F CORP 20,044 19,118
    VULCAN MATLS CO 16,629 23,241
    WYNN RESORTS LTD 23,104 20,846

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BUNDY FOUNDATION
    EIN:
    94-6659802
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AQR MGD FUTURES STRATEGY R6 #1 AT COST 158,064 122,123
    ARBITRAGE FD CL      
    DODGE & COX INTL STOCK FD(CLSD AT COST 301,786 316,370
    EATON VANCE FLTG RT & HI      
    EATON VANCE GLBL MACR ABSOL RE      
    ISHARES S&P MID-CAP 400 GROWTH AT COST 18,484 105,545
    ISHARES S&P-MD CAP 400 VAL ETF AT COST 34,567 139,743
    MFS INTL GROWTH R6 #4805 AT COST 141,128 274,110
    PAYDEN LOW DURATION FD AT COST 198,379 203,514
    PIMCO TOTAL RETURN INSTL #35 AT COST 231,294 235,191
    VNGRD ST TERM INVMT GRADE ADM AT COST 421,767 436,874
    ISHARES CORE US AGGREGATE BD E AT COST 30,923 32,265
    VANGUARD SMALL CAP GR VIPERS AT COST 49,474 109,354
    VANGUARD SMALL CAP VALUE ETF AT COST 89,315 139,837
    AQR EQTY MKT NEUTRAL FD R6 #15      
    AQR STYLE PREMIA ALT CL R6 #15 AT COST 50,278 38,316
    BLACKROCK STRAT INC OPPS CL K AT COST 153,941 158,557
    ISHARES TIPS BD ETF AT COST 103,109 116,631
    PRUDENTIAL TOTAL RTRN BD CL Q AT COST 422,791 437,717
    DOUBLELINE CORE FIXED INC CL I AT COST 426,372 437,242
    HARTFORD SCHRODERS EMRG MKT FD AT COST 197,279 283,712
    NATIXIS ASG MGD FUT CL N #6100 AT COST 151,564 168,015
    VANGUARD REAL ESTATE ETF AT COST 103,071 122,153
    VANGUARD ULT-S/T ADMIRAL FD #5      
    BLACKROCK EV DRIVEN EQTY FD #0 AT COST 91,519 93,707
    PIMCO HIGH YIELD INSTL #108 AT COST 77,270 78,301
    PIMCO INCOME FUND INSTL #1821 AT COST 206,055 206,911
    ISHARES GOLD TR AT COST 27,033 26,001

    TY 2020 OtherDecreasesSchedule
    Name:
    BUNDY FOUNDATION
    EIN:
    94-6659802
    Description Amount
    INCOME TIMING DIFFERENCE 1,834


    TY 2020 OtherExpensesSchedule
    Name:
    BUNDY FOUNDATION
    EIN:
    94-6659802
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE 10 10   0
    CA STATE FILING FEES 85 0   85


    TY 2020 OtherIncomeSchedule2
    Name:
    BUNDY FOUNDATION
    EIN:
    94-6659802
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,585 0  


    TY 2020 TaxesSchedule
    Name:
    BUNDY FOUNDATION
    EIN:
    94-6659802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 405 405   0
    FEDERAL TAX PAYMENT - PRIOR YE 4,426 0   0
    FEDERAL ESTIMATES - PRINCIPAL 5,732 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,651 1,651   0
    FOREIGN TAXES ON NONQUALIFIED 486 486   0