Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Bender West Foundation
 
% Bender West Foundation
Number and street (or P.O. box number if mail is not delivered to street address)4950 South Yosemite Street FS-503
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Greenwood, CO80111
A Employer identification number

81-4425931
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$22,203,291J 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) 21,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 642 642  
4 Dividends and interest from securities... 414,650 414,650  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,280,629
b Gross sales price for all assets on line 6a 7,118,667
7 Capital gain net income (from Part IV, line 2)... 2,280,629
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -579 52  
12 Total. Add lines 1 through 11........ 2,716,842 2,695,973  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 7,811     7,811
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 129,363 129,363    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,233 4,433    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 74,557 21,718   52,632
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 222,964 155,514   60,443
25 Contributions, gifts, grants paid....... 809,600 809,600
26 Total expenses and disbursements. Add lines 24 and 25 1,032,564 155,514   870,043
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,684,278
b Net investment income (if negative, enter -0-) 2,540,459
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 622,119 699,127 699,127
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,575,007 Click to see attachment1,710,327 1,709,452
b Investments—corporate stock (attach schedule)....... 13,754,352 Click to see attachment14,696,165 17,948,691
c Investments—corporate bonds (attach schedule)....... 1,155,240 Click to see attachment1,349,783 1,361,613
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 90,780 Click to see attachment426,374 484,408
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) 17,197,498 18,881,776 22,203,291
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 17,197,498 18,881,776
29 Total net assets or fund balances (see instructions)..... 17,197,498 18,881,776
30 Total liabilities and net assets/fund balances (see instructions). 17,197,498 18,881,776
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
17,197,498
2
Enter amount from Part I, line 27a .....................
2
1,684,278
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
18,881,776
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,881,776
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,118,667   4,839,623 2,279,044
b       1,585
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,279,044
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,280,629
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 35,312
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 35,312
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,984
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 29,400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 36,384
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 1,072
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,072 RefundedBullet 11  
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBender West Foundation Telephone no.bullet (303) 807-2551

    Located atbullet4950 South Yosemite Street FS-503GreenwoodCO ZIP+4bullet80111
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    Ben Beadle-Ryby Dir
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Adriane Greenberg Dir, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Daniel G Greenberg Dir, Treas, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Eileen B Greenberg Dir, Pres
    12.0     		0 7,811 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Joshua A Greenberg Dir, Sec, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Rachael J Greenberg Dir, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    Richard S Greenberg Dir, VP
    1.0     		0 0 0
    4950 South Yosemite Street FS-503
    Greenwood,CO80111
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BNY Mellon Bank Investment MGMT 129,363
    100 St Paul Street SUITE 610
    DENVER,CO80206
    Foundation Source Administrative 52,632
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    21,022,509
    b
    Average of monthly cash balances.......................
    1b
    389,070
    c
    Fair market value of all other assets (see instructions)................
    1c
    366,591
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,778,170
    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
    21,778,170
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    326,673
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    21,451,497
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,072,575
    Part X
    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 IX, line 6..................
    1
    1,072,575
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    35,312
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,312
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,037,263
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,037,263
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,037,263
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,037,263
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 862,413
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 870,043
    a Applied to 2020, but not more than line 2a 862,413
    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 2021 distributable amount..... 7,630
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,029,633
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A PRECIOUS CHILD INC
    7051 W 118TH AVE
    BROOMFIELD,CO80020     		N/A PC Basic 4 Babies program and child holiday gift giving fund 10,000
    ANTI-DEFAMATION LEAGUE OF BNAI BRITH - MOUNTAIN ST
    1120 LINCOLN ST SUITE 1301
    DENVER,CO80203     		N/A PC No Place for Hate fund and General Support fund 20,000
    ASPEN COMMUNITY FOUNDATION
    455 GOLD RIVERS COURT STE 515
    BASALT,CO81621     		N/A PC Mental Health Initiatives 10,000
    ASPEN JEWISH CENTER
    315 E HYMAN AVE STE 305
    ASPEN,CO81611     		N/A PC General & Unrestricted 10,000
    BOULDER JEWISH COMMUNITY CENTER
    6007 OREG AVE
    BOULDER,CO80303     		N/A PC General & Unrestricted 2,500
    CANINE COMPANIONS FOR INDEPENDENCE - COLORADO
    PO BOX 61839
    COLORADO SPRINGS,CO80960     		N/A PC Veteran's Day Matching Grant 25,000
    COLORADO ACADEMY
    3800 S PIERCE ST
    DENVER,CO80235     		N/A PC General & Unrestricted 10,000
    COLORADO NONPROFIT DEVELOPMENT CENTER
    789 SHERMAN ST STE 250
    DENVER,CO80203     		N/A PC EFSHAR PROJECT 5,000
    COMMUNITY FOUNDATION
    1123 SPRUCE ST
    BOULDER,CO80302     		N/A PC Boulder County Crisis Fund 10,000
    CONGREGATION EMANUEL
    51 GRAPE ST
    DENVER,CO80220     		N/A PC Shwayder Camp 2,500
    CONGREGATION HEBREW EDUCATIONAL ALLIANCE
    3600 S IVANHOE ST
    DENVER,CO80237     		N/A PC General & Unrestricted 15,000
    CYSTIC FIBROSIS FOUNDATION
    400 S COLORADO BLVD STE 840
    DENVER,CO80246     		N/A PC General & Unrestricted 5,000
    EKAR
    6825 E ALAMEDA AVE
    DENVER,CO80224     		N/A PC In support of SHMITA: RHYTHMS FOR CHANGE fund 3,000
    FLORENCE CRITTENTON SERVICES OF COLORADO
    96 S ZUNI ST
    DENVER,CO80223     		N/A PC TO PURCHASE Thanksgiving and Christmas Gift Cards 25,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239     		N/A PC General & Unrestricted 20,000
    GABBY KRAUSE FOUNDATION
    7200 S ALTON WAY STE B130
    CENTENNIAL,CO80112     		N/A PC Denver Health Bags and Children's Hospital Bags FUND 6,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    53 CALAWAY COURT
    GLENWOOD SPRINGS,CO81601     		N/A PC Basalt Vista Net Zero Project 30,000
    HEARTS & HORSES INC
    163 N COUNTY ROAD 29
    LOVELAND,CO80537     		N/A PC General & Unrestricted 10,000
    ISRAEL ON CAMPUS COALITION
    1100 17TH ST NW STE 700
    WASHINGTON,DC20036     		N/A PC To establish and train Fellows on Colorado campuses 10,000
    JEWISH FAMILY SERVICE OF COLORADO INC
    3201 S TAMARAC DR
    DENVER,CO80231     		N/A PC Weinberg Food Pantry 10,000
    JEWISH FAMILY SERVICE OF COLORADO INC
    3201 S TAMARAC DR
    DENVER,CO80231     		N/A PC Weinberg Food Pantry 10,000
    JEWISH FAMILY SERVICE OF COLORADO INC
    3201 S TAMARAC DR
    DENVER,CO80231     		N/A PC WEINBERG FOOD PANTRY 15,000
    JEWISHCOLORADO
    300 S DAHLIA ST STE 300
    DENVER,CO80246     		N/A PC initiatives in Aspen, Colorado 10,000
    JEWISHCOLORADO
    300 S DAHLIA ST STE 300
    DENVER,CO80246     		N/A PC Flagship Fund, YAD, PJ Library, Jewish Student Connection, and Regional Security Initiative 50,000
    KABBALAH EXPERIENCE
    2305 S SYRACUSE WAY UNIT 10
    DENVER,CO80231     		N/A PC General & Unrestricted 15,000
    LEUKEMIA & LYMPHOMA SOCIETY - ROCKY MOUNTAIN CHAPT
    720 S COLORADO BLVD STE 500-S
    DENVER,CO80246     		N/A PC Student of the Year Denver fund 5,000
    LIFE YOU CAN SAVE
    975 WARD RD
    SEQUIM,WA98382     		N/A PC All Charities Fund 50,000
    LOTUS NETWORK FKA INTL
    77 CHARLOU CIR
    CHERRY HL VLG,CO80111     		N/A PC General & Unrestricted 15,000
    MAKE-A-WISH FOUNDATION OF COLORADO INC
    7951 E MAPLEWOOD AVE STE 126
    GREENWOOD VILLAGE,CO80111     		N/A PC General & Unrestricted 15,000
    MINDS MATTER
    PO BOX 48162
    DENVER,CO80204     		N/A PC Expansion to Northern Colorado - Miles for Minds campaign 20,000
    MOVEMBER FOUNDATION
    PO BOX 1595
    CULVER CITY,CA90232     		N/A PC General & Unrestricted 2,500
    MOVING TRADITIONS
    8380 OLD YORK RD STE 4300
    ELKINS PARK,PA19027     		N/A PC Colorado Programming 10,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC General & Unrestricted 5,000
    QUEENS COLLEGE FOUNDATION INC
    6530 KISSENA BLVD
    FLUSHING,NY11367     		N/A PC General & Unrestricted 5,000
    RAMAH IN THE ROCKIES
    5600 S QUEBEC ST SUITE 250-C
    GREENWOOD VILLAGE,CO80111     		N/A PC MESH-EE fund 5,000
    RAMAH IN THE ROCKIES
    5600 S QUEBEC ST SUITE 250-C
    GREENWOOD VILLAGE,CO80111     		N/A PC Equestrian Program 10,000
    ROSE COMMUNITY FOUNDATION
    4500 CHERRY CREEK DR S STE 900
    DENVER,CO80246     		N/A PC Bender Family Donor Advised Fund 200,000
    SHALOM PARK
    14800 E BELLEVIEW DR
    AURORA,CO80015     		N/A PC CARE PARTNER EDUCATION AND SIMULATIOn software program 10,000
    SMILING GOAT RANCH INC
    271 WILLOW LN
    CARBONDALE,CO81623     		N/A PC General & Unrestricted 5,000
    SOUTHEAST CENTER FOR JUDAISM INC
    9550 E BELLEVIEW AVE
    GREENWOOD VLG,CO80111     		N/A PC Jewish Outreach Initiative 3,600
    TEMPLE SINAI
    3509 S GLENCOE ST
    DENVER,CO80237     		N/A PC Preschool and Religious School 10,000
    THE ASPEN INSTITUTE INC
    1000 NORTH THIRD ST
    ASPEN,CO81611     		N/A PC Society of Fellows program 3,500
    TOGETHER RISING
    800 WEST BROAD ST 6409
    FALLS CHURCH,VA22040     		N/A PC Texas crisis program 10,000
    UNIVERSITY OF COLORADO FOUNDATION
    914 BROADWAY 95 UCB
    BOULDER,CO80309     		N/A PC Program in Jewish Studies 50,000
    UNIVERSITY OF COLORADO FOUNDATION
    PO BOX 17126
    DENVER,CO80217     		N/A PC Greenberg Family Leeds Scholarship Fund 16,000
    WE DONT WASTE INC
    5971 BROADWAY
    DENVER,CO80216     		N/A PC Matching Grant for May 10,000
    WE DONT WASTE INC
    5971 BROADWAY
    DENVER,CO80216     		N/A PC General & Unrestricted 10,000
    Total .................................bullet 3a 809,600
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 642  
    4 Dividends and interest from securities ....          
    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 2,280,629  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -631 14 52  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -631 2,695,973  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,695,342
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    Bender West Foundation
     
    Employer identification number

    81-4425931
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    Bender West Foundation
          		Employer identification number
    81-4425931
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    David Ickovic
    40 Iverness Dr East Suite 100
     
    Englewood, CO80112

    		$ 21,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    Bender West Foundation
          		Employer identification number

    81-4425931
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    Bender West Foundation
          		Employer identification number

    81-4425931
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2021 DepreciationSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 GeneralExplanationAttachment
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Identifier Return Reference Explanation
    Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC NOTE CALL - 2.850% 20,087 20,445
    AIR LEASE CORP MTN - 2.300% - 19,793 20,275
    AMAZON COM INC - 0.800% - 06/0 20,001 19,771
    AMERICAN HOMES 4 RENT L P NOTE 9,851 9,800
    AMERICAN HONDA FIN CORP SER A 20,004 19,754
    AMGEN INC - 2.200% - 02/21/202 20,314 20,484
    ANHEUSER BUSCH - 4.750% - 01/2 21,478 23,298
    ANTHEM INC - 2.375% - 01/15/20 21,006 20,629
    APPLE INC - 1.800% - 09/11/202 30,145 30,656
    ASTRAZENECA FINANCE LLC NOTE - 15,017 14,809
    AT&T INC - 1.650% - 02/01/2028 35,265 34,287
    BANK OF AMERICA - 3.950% - 04/ 31,392 32,078
    BANK OF MONTREAL MTN - 3.300% 30,574 31,394
    BANK OF NOVA SCOTIA - 1.950% - 25,288 25,291
    BLACK HILLS CORP - 3.050% - 10 14,948 15,577
    BP CAP MKTS P L C - 2.500% - 1 5,141 5,081
    BRISTOL-MYERS SQUIBB CO - 0.75 14,941 14,608
    BROADCOM INC SER B - 4.700% - 22,805 21,875
    CATERPILLAR FINL SVCS S BE MTN 14,966 14,645
    CITIGROUP INC NOTE - 4.400% - 43,132 43,575
    COOPERATIEVE CENTRALE RAIFFEIS 30,912 32,308
    COSTCO - 1.600% - 04/20/2030 24,790 24,245
    CREDIT SUISSE GRP FDG GUERNSEY 26,802 26,528
    CVS HEALTH CORP - 1.300% - 08/ 19,712 19,402
    DISCOVERY COMMUNICATIONS LLC B 21,666 22,290
    DISNEY WALT CO - 2.650% - 01/1 21,192 20,828
    DOWDUPONT - 4.205% - 11/15/202 15,732 15,864
    EBAY INC - 1.900% - 03/11/2025 20,383 20,232
    FISERV INC NOTE CALL MAKE WHOL 21,279 21,528
    GENERAL DYNAMICS CORP NOTE - 1 19,978 19,826
    GENERAL MLS INC - 3.598% - 10/ 10,085 10,132
    GLAXOSMITHKLINE CAP INC - 3.37 25,734 25,891
    GOLDMAN SACHS GROUP INC NOTE - 30,000 29,895
    HSBC HOLDING PLC - 2.251% - 11 15,000 15,031
    HUMANA INC NOTE CALL MAKE WHOL 9,993 9,949
    JOHN DEERE CAPITAL CORP - 1.05 19,967 19,656
    JPMORGAN CHASE & CO - 3.375% - 30,674 30,930
    LLOYDS BANKING GROUP - 2.907% 25,123 25,403
    LOWES COS INC - 1.300% - 04/15 19,789 19,183
    MCCORMICK &CO INC NOTE CALL MA 19,602 19,330
    MICROSOFT CORP - 3.125% - 11/0 36,615 37,336
    MORGAN STANLEY FR - 4.875% - 1 37,172 36,181
    NISOURCE FINANCE CORP NOTE - 3 10,008 10,741
    ONEOK INC - 4.000% - 07/13/202 10,092 10,811
    ONTARIO PROV CDA - 3.400% - 10 24,969 26,135
    ORACLE CORP NOTE CALL MAKE WHO 30,352 30,715
    PACCAR FINANCIAL CORP MTN - 0. 14,983 14,799
    PARKER HANNIFIN CORP - 2.700% 14,993 15,500
    PUBLIC SERVICE ENTERPRISE GROU 10,153 10,141
    ROYAL BANK OF CANADA - 4.650% 32,589 33,286
    RYDER - 4.625% - 06/01/2025 11,489 10,973
    SANTANDER UK PLC - 2.100% - 01 20,140 20,288
    SHIRE ACQUISITIONS - 3.200% - 20,007 21,225
    SOUTHWESTERN ELEC PWR - 4.100% 15,758 16,603
    SPECTRA ENERGY PARTNER - 3.500 15,348 15,774
    SUMITOMO MITSUI FINANCIAL GROU 15,231 15,185
    T MOBILE USA - 3.750% - 04/15/ 21,910 21,671
    TARGET CORP - 2.250% - 04/15/2 15,328 15,464
    TJX COS INC - 1.150% - 05/15/2 24,737 24,097
    TOTAL SYS SVCS INC - 4.000% - 15,453 15,583
    TOYOTA MOTOR CREDIT CORP - 2.0 20,213 20,468
    UDR INC MEDIUM TERM NTS - 2.95 9,656 10,393
    UNITEDHEALTH GROUP INC - 1.150 19,965 19,795
    VERIZON COMMUNICATIONS INC - 2 38,061 41,666

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABCAM ADR 17,319 20,489
    ADIDAS AG 28,763 28,800
    AIA GROUP LTD ADR 28,109 29,837
    APPLIED FIN EXPLORER FUND INST 36,030 35,430
    APPLIED FIN SELECT FUND INSTL 100,030 101,213
    ASML HOLDING NV NY REG SHS 23,717 63,691
    BNY MELLON INSTL S&P 500 STOCK 5,134,737 7,258,733
    BNY MELLON INTL STOCK INDEX FD 294,742 331,270
    BNY MELLON MIDCAP INDEX FD 1,004,849 1,387,710
    CANADIAN NATL RAILWAY CO 30,340 34,769
    CHR HANSEN HOLDINGS 31,989 27,158
    CLP HOLDINGS LTD 26,831 27,088
    COLOPLAST AS ADR 38,426 49,495
    COMPASS GROUP PLC ADR 30,226 34,144
    CSL LTD 26,658 30,576
    DAIKIN INDS LTD ADR 24,295 38,069
    DASSAULT SYS SA SPN ADR 26,725 50,728
    DFA COMMODITY STRATEGY PORTFOL 37,000 36,844
    DFA DIMENSIONAL INTERNATIONAL 84,805 84,393
    DFA EMERGING MARKETS CORE EQ P 488,647 518,030
    DFA GLOBAL REAL ESTATE SECURIT 18,639 18,833
    DFA INTERNATIONAL SMALL CO POR 21,245 20,151
    DIAGEO PLC ADS 24,419 36,984
    DIMENSIONAL U S EQUITY ETF 40,061 40,171
    DREYFUS SMALLCAP STOCK INDEX F 1,158,755 1,454,225
    EXPERIAN GROUP LTD S/ADR 23,454 34,517
    FANUC LIMITED UNSPONSORED 26,874 29,593
    FIDELITY U.S. BOND INDEX FUND 99,250 99,499
    GIVAUDAN SA UNSP/ADR 24,534 36,719
    HANG LUNG PROPERTIES-SP ADR 25,010 21,966
    HOTCHKIS & WILEY HIGH YLD-I 506,124 549,603
    HOYA CORP SPONS ADR 25,135 33,354
    INDUSTRIA DE DISENO 28,128 31,247
    INTERNATIONAL HIGH REL PROFIT 35,388 35,077
    ISHARES MSCI EAFE SMALL CAP IN 633,217 624,773
    ISHARES S&P 500 INDEX FD 657,144 653,476
    ISHARES TR S & P MIDCAP 400 IN 208,418 208,064
    JARDINE MATHESON UNS/ADR 28,350 30,962
    KONE OYJ ADR B SHS 30,900 33,963
    L'AIR LIQUIDE ADR OTC 32,816 41,495
    L'OREAL ADR 21,809 37,214
    LONZA GROUP AG UNSP/ADR 15,084 15,030
    LVMH MOET HENN UNSP 28,431 57,925
    MAKITA CORP 20,430 25,596
    MERCK KGAA SPON ADR EACH REPR 26,338 38,554
    MURATA MFG INC UNSP/ADR 25,721 36,708
    NESTLE S.A 32,257 40,567
    NOVARTIS AG ADR 27,110 27,990
    NOVO NORDISK A S 30,912 59,360
    NOVOZYMES A/S UNSP/ADR 19,642 32,417
    PACIFIC FUNDS FLOATING RATE IN 718,907 728,279
    PERFORMANCE TRUST TOTAL RETURN 99,250 99,119
    PRUDENTIAL PLC SC 22,886 19,625
    RATIONAL SPECIAL SITUATIONS IN 49,625 49,399
    ROCHE HOLDING LTD ADR 31,975 42,386
    SAP AKTIENGESELL ADS 28,389 30,964
    SGS SA UNSP ADR 25,083 34,496
    SHIN-ETSU CHEMICAL C 26,215 40,815
    SMC CORPORATION 31,324 43,379
    SMITH & NEPHEW PLC ADR 27,726 21,811
    STONE HARBOR EMERGING MARKETS 319,193 312,416
    SYSMEX CORP UNSP ASDR 23,158 44,728
    TAIWAN SEMICONDUCTOR MFG CO LT 26,665 55,222
    TCW EMERGING MARKETS INCOME FU 319,000 310,506
    TOTAL FINA ELF S.A 21,074 23,246
    UNILEVER PLC AMER 32,005 29,585
    VAN ECK CM COMMODITY INDEX FD 156,216 169,603
    VANGUARD FTSE EMERGING MARKETS 456,746 462,698
    VANGUARD SF REIT ETF 154,316 221,115
    VANGUARD SM-CAP ETF 151,590 151,427
    VIRTUS EMERGING MARKETS OPPTS 564,989 463,372

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    US Government Securities - End of Year Book Value:

    1,639,712
    US Government Securities - End of Year Fair Market Value:

    1,637,880
    State & Local Government Securities - End of Year Book Value:


    70,615
    State & Local Government Securities - End of Year Fair Market Value:


    71,572


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FUGIO FUND XI PE, LP   112,184 136,871
    FUGIO PRIVATE EQUITY FD XI VC,   189,190 221,034
    HAMILTON LANE PVT ASSETS FD   100,000 101,503
    MILLENNIUM - INTERNATIONAL HED   25,000 25,000

    TY 2021 OtherExpensesSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 52,632     52,632
    Bank Charges 1,513 1,513    
    K-1 Exp FUGIO FUND XI PE, LP 9,894 9,687    
    K-1 Exp FUGIO PRIVATE EQUITY F 10,518 10,518    


    TY 2021 OtherIncomeSchedule2
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss FUGIO FUND XI PE, LP -594 37  
    K-1 Inc/Loss FUGIO PRIVATE EQUITY FD XI VC, LP 15 15  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 129,363 129,363    


    TY 2021 TaxesSchedule
    Name:
    Bender West Foundation
    EIN:
    81-4425931
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 6,700      
    990-PF Extension for 2020 100      
    Foreign Tax Paid 4,433 4,433