Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
BOBOLINK FOUNDATION
 
% LINDA M STAWICKI
Number and street (or P.O. box number if mail is not delivered to street address)180 N STETSON AVE Suite 2550
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60601
A Employer identification number

94-2988627
B Telephone number (see instructions)

(312) 609-1100
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$310,773,570J 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) 39,880,110
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,240,128 1,240,128  
4 Dividends and interest from securities... 2,642,388 2,642,388  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -5,281,958
b Gross sales price for all assets on line 6a 95,982,752
7 Capital gain net income (from Part IV, line 2)... 45,792,194
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
List of Attached Documents:
// Content
140,214 138,443  
12 Total. Add lines 1 through 11........ 38,620,882 49,813,153  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 273,542     273,542
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 31,407     31,407
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
0 0 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
620,825 522,892   97,933
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
723,210 4,657   18,553
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 21,725     21,725
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,469     638
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,723,178 527,549 0 443,798
25 Contributions, gifts, grants paid....... 15,350,000 15,350,000
26 Total expenses and disbursements. Add lines 24 and 25 17,073,178 527,549 0 15,793,798
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,547,704
b Net investment income (if negative, enter -0-) 49,285,604
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 0 0 0
2 Savings and temporary cash investments......... 25,156,063 82,976,112 82,976,112
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 9,590,155 Click to see attachment
List of Attached Documents:
// Content
17,917,804 		17,471,817
b Investments—corporate stock (attach schedule)....... 54,024,982 Click to see attachment
List of Attached Documents:
// Content
23,664,361 		41,932,784
c Investments—corporate bonds (attach schedule)....... 38,341,652 Click to see attachment
List of Attached Documents:
// Content
41,556,675 		40,552,251
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 116,318,788 Click to see attachment
List of Attached Documents:
// Content
118,818,659 		125,817,797
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,157,396 		Click to see attachment
List of Attached Documents:
// Content
2,022,809 		Click to see attachment
List of Attached Documents:
// Content
2,022,809
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 245,589,036 286,956,420 310,773,570
Liabilities 17 Accounts payable and accrued expenses.......... 20,547 1,373
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 right arrow)   Click to see attachment
List of Attached Documents:
// Content
2,169,699
23 Total liabilities (add lines 17 through 22)......... 20,547 2,171,072
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 245,568,299 284,785,343
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)..... 245,568,299 284,785,343
30 Total liabilities and net assets/fund balances (see instructions). 245,588,846 286,956,415
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
245,568,299
2
Enter amount from Part I, line 27a .....................
2
21,547,704
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
51,074,151
4
Add lines 1, 2, and 3 ..........................
4
318,190,154
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
33,404,811
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
284,785,343
Form 990-PF (2022)
Form 990-PF (2022)
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 P    
b FROM PARTNERSHIPS      
c FROM HEDGE FUNDS      
d CAPITAL GAIN DIVIDENDS P    
e CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 95,094,479   49,965,192 45,129,287
b 646,287     646,287
c 15,000     15,000
d       1,620
e       1,620
      1,620
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       45,129,287
b       646,287
c       15,000
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 45,792,194
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 685,070
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........................... 3 685,070
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- ..... 5 685,070
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 668,958
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 968,958
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 283,888
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow283,888 Refundedright arrow 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowIL
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 Click to see attachment
List of Attached Documents:
// Content
.............
11
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowLINDA M STAWICKI Telephone no.right arrow (312) 609-1100

Located atright arrow180 N STETSON AVE STE 2550CHICAGOIL ZIP+4right arrow60601
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
 
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
HENRY M PAULSON JR TRUSTEE/PART TIME
0 		0 0 0
C/O RALLC 180 N STETSON STE 2550
CHICAGO,IL60601
WENDY J PAULSON TRUSTEE/PART TIME
0 		0 0 0
C/O RALLC 180 N STETSON STE 2550
CHICAGO,IL60601
HENRY MERRITT PAULSON III TRUSTEE/PART TIME
0 		0 0 0
C/O RALLC 180 N STETSON STE 2550
CHICAGO,IL60601
AMANDA CLARK PAULSON TRUSTEE/PART TIME
0 		81,042 4,718 0
C/O RALLC 180 N STETSON STE 2550
CHICAGO,IL60601
Justin Pepper Executive Director
0 		192,500 26,689 0
C/O RALLC 180 N STETSON STE 2550
CHICAGO,IL60601
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...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
GOLDMAN SACHS & CO INVESTMENT MGMT 522,892
71 S WACKER DRIVE STE 500
CHICAGO,IL60606
PAULSON OFFICE LLC EE COST SHARE 323,502
401 N MICHIGAN AVENUE SUITE 1940
CHICAGO,IL60611
Total number of others receiving over $50,000 for professional services.............right arrow  
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 THE FOUNDATION EXPENDED $5,937 TO MAINTAIN, THROUGH A KANSAS PUBLIC BENEFIT CORPORATION FORMED BY THE FOUNDATION KNOWN AS 3CP, PBC, PARCELS OF PRAIRIELAND IN CHASE COUNTY KS 5,937
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
131,005,233
b
Average of monthly cash balances.......................
1b
55,033,539
c
Fair market value of all other assets (see instructions)................
1c
127,840,606
d
Total (add lines 1a, b, and c).........................
1d
313,879,378
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
313,879,378
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,708,191
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
309,171,187
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
15,458,559
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
15,458,559
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
685,070
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
685,070
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
14,773,489
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
14,773,489
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
14,773,489
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
15,793,798
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
15,793,798
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 14,773,489
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:2020, 2019, 2018 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018...... 848,882
c From 2019...... 4,151,758
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 5,000,640
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 15,793,798
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2022 distributable amount..... 14,773,489
e Remaining amount distributed out of corpus 1,020,309
5 Excess distributions carryover applied to 2022.    
(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 6,020,949
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		6,020,949
10 Analysis of line 9:
a Excess from 2018.... 848,882
b Excess from 2019.... 4,151,758
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 1,020,309
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
HENRY M PAULSON JR
WENDY J PAULSON
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 right arrow
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 (2022)
Form 990-PF (2022)
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

American Bird Conservancy

P O Box 249
4249 Loudoun Ave
The Plains,VA201980249 		  PC Unrestricted Charitable Gift 125,000

Aspen Global Change Institute

104 Midland Ave Suite 205
Basalt,CO81621 		UNRESTRICTED CHARITABLE GIFT PC Energy Innovation 10,000

Audubon Great Lakes

125 S Wacker Dr Suite 2125
Chicago,IL60606 		  PC Unrestricted Charitable Gift 50,000

Biodiversity Funders Group

PO Box 29361
San Francisco,CA94129 		  PC Funders of the Amazon Basin 5,000

Bird Conservancy of the Rockies

230 Cherry St suite 150
Fort Collins,CO80521 		  PC Suppport for Chihuahua Conservation 90,000

BirdNote

PO Box 1857
Asheville,NC28802 		  PC Unrestricted Charitable Gift 50,000

Bonefish Tarpon Trust

2937 SW 27th Avenue 203
Miami,FL33133 		  PC Unrestricted Charitable Gift 5,000

Cal-Wood Education Center

2282 County Road 87
Jamestown,CO80455 		  PC Unrestricted Charitable Gift 15,000

Citizens for Conservation

459 West Highway 22
Barrington,IL60010 		  PC Unrestricted Charitable Gift 30,000

Coastal Georgia Historical Society

PO Box 21136
St Simons Island,GA31522 		  PC Unrestricted Charitable Gift 5,000

Cornell Lab of Ornithology

159 Sapsucker Woods Road
Ithaca,NY14850 		  PC Belize Maya Forest 100,000

Cornell Lab of Ornithology

159 Sapsucker Woods Road
Ithaca,NY14850 		  PC Unrestricted Charitable Gift 50,000

Cuenca los Ojos

PO Box 1014
Patagonia,AZ85624 		  PC Unrestricted Charitable Gift 150,000

Environmental Law and Policy Center

35 East Wacker Drive Suite 1600
Chicago,IL606012110 		  PC Unrestricted Charitable Gift 10,000

Friends of BirdLife International Inc

462 West 42nd Street 2503
New York,NY10036 		  PC Secretariat / Partners in Brazil and Colombia 320,000

Friends of Nachusa Grasslands

8772 S Lowden Road
Franklin Grove,IL61031 		  PC Unrestricted Charitable Gift 5,000

Friends of the Forest Preserves

411 S Wells St suite 300
Chicago,IL60607 		  PC Wild Things 2023 5,000

Friends of the Forest Preserves

411 S Wells St suite 300
Chicago,IL60607 		  PC Conservation Corps 200,000

Friends of Tryon Creek

11321 SW Terwilliger Blvd
Portland,OR97219 		  PC Unrestricted Charitable Gift 5,000

Grey Matters Project

PO Box 8681
Savannah,GA31412 		  PC The Current 20,000

Guanacaste Dry Forest Conservation

4780 Main Rd
Huntington,VT05462 		  PC Land Preservation 250,000

High Desert Museum

59800 South Highway 97
Bend,OR97702 		  PC Unrestricted Charitable Gift 10,000

International Crane Foundation

E-11376 Shady Lane Road
Baraboo,WI53913 		  PC Unrestricted Charitable Gift 25,000

Island Press

700 12th St NW suite 700
PMB 95497
Washington,DC200054052 		  PC Unrestricted Charitable Gift 30,000

Keystone Science School

1053 Soda Ridge Rd
Keystone,CO80435 		  PC Unrestricted Charitable Gift 15,000

Manomet

PO Box 1770
Manomet,MA02345 		  PC Shorebird Recovery 250,000

National Parks Conservation Association

777 6th Street NW Suite 700
Washington,DC20001 		  PC Unrestricted Charitable Gift 25,000

Nature Conservancy of Canada

245 Eglinton Ave East Suite 410
TORONTO,ONTARIOM4P3J1
CA 		  PC Boreal Wildlands 2,000,000

One Hundred Miles

PO Box 2056
Brunswick,GA31521 		  PC Unrestricted Charitable Gift 275,000

Openlands

25 E Washington Street
SUITE 1650
Chicago,IL60602 		  PC Captial campaign 1,000,000

Openlands

25 E Washington Street
Suite 1650
Chicago,IL60602 		  PC Unrestricted Charitable Gift 125,000

Osa Conservation

1300 I St NW 400E
Washington,DC20005 		  PC Amistosa Corridor 200,000

Pathfinders Inc

101 Paper Mill Road
Killingworth,CT06419 		  PC Boy Scouts Deer Lake Camp 100,000

Rails to Trails Conservancy

The Duke Ellington Building
2121 Ward Ct NW 5th Floor
Washington,DC20037 		  PC Unrestricted Charitable Gift 15,000

Rare

1310 N Courthouse Road
SUITE 110
Arlington,VA22201 		  PC FY2022 750,000

reWild

PO Box 129
Austin,TX78767 		  PC Land Preservation Maya Corridor 3,000,000

Southern Environmental Law Center

201 West Main Street suite 14
Charlottesville,VA22902 		  PC Unrestricted Charitable Gift 30,000

St Simon's Land Trust

PO Box 24615
St Simons Island,GA315229981 		  PC Unrestricted Charitable Gift 10,000

The Field Museum

75 Remittance Drive suite 1093
1400 S LAKE SHORE DRIVE
Chicago,IL606751093 		  PC Science Action Center 400,000

The Freshwater Trust

700 SW Taylor Street
SUITE 200
Portland,OR97205 		  PC Unrestricted Charitable Gift 5,000

The Georgia Natural Resources Foundation

2 Martin Luther King Jr Dr SE
SUITE 1252 EAST
Atlanta,GA30334 		  PC Weekend for Wildlife / designated for non-game wil 10,000

The Nature Conservancy

4245 N Fairfax Drive 100
Arlington,VA22203 		  PC Belize Maya Forest, Trout Creek, Colombian Llanos, wil 1,075,000

The Nature Conservancy - CO

2424 Spruce Street
Boulder,CO80302 		  PC Southern High Plains Initiative 500,000

The Orianne Society

11 Old Fruitstand Lane
Tiger,GA30576 		  PC Longleaf Stewardship Center 135,000

Thorne Nature Experience

PO Box 19107
Boulder,CO80303 		  PC Capital Campaign for Lafayette facility 500,000

Thorne Nature Experience

PO Box 19107
Boulder,CO80303 		  PC Unrestricted Charitable Gift 20,000

Wild Salmon Center

721 NW Ninth Ave Suite 300
Portland,OR97209 		  PC Unrestricted Charitable Gift 5,000

Wildlife Conservation Society

2300 Southern Boulevard
Bronx,NY10460 		  PC Tigers in the Russian Far East 40,000

World Wildlife Fund

1250 24th Street NW
Washington,DC200371193 		  PC Herencia Platform 250,000

World Wildlife Fund

1250 24th Street NW
Washington,DC200371193 		  PC Herencia Colombia 3,000,000

World Wildlife Fund

1250 24th Street NW
Washington,DC200371193 		  PC Unrestricted Charitable Gift 50,000
Total .................................right arrow 3a 15,350,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
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 1,240,128  
4 Dividends and interest from securities ....     14 2,642,388  
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 .....     01 140,214  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -5,281,958  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   -1,259,228  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-1,259,228
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
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
2022
Name of the organization
BOBOLINK FOUNDATION
 
Employer identification number

94-2988627
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
BOBOLINK FOUNDATION
  		Employer identification number
94-2988627
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
HENRY M PAULSON JR
180 N STETSON AVE STE 2550
 
CHICAGO, IL60601

$ 2,638,840


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HENRY M PAULSON JR
180 N STETSON AVE STE 2550
 
CHICAGO, IL60601

$ 2,638,100


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
HENRY M PAULSON JR
180 N STETSON AVE STE 2550
 
CHICAGO, IL60601

$ 31,858,850


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
HENRY M PAULSON JR
180 N STETSON AVE STE 2550
 
CHICAGO, IL60601

$ 2,744,320


(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
BOBOLINK FOUNDATION
  		Employer identification number

94-2988627
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
1
 74000 ARTISAN PARTNERS FDS INC INTL VAL (04314H667; APDKX) NASDAQ $ 2,638,840 2022-07-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 46000 ROWE T PRICE INTL FDS INC INTL DISCOVERY FD (77956H302; PRIDX) NASDAQ $ 2,638,100 2022-07-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 85000 SPDR S&P 500 ETF TRUST TR UNIT (78462F103; SPY) NYSE $ 31,858,850 2022-07-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 128000 THORNBURG INVT TR GLOBAL VALUE I (XXX-XX-XXXX; TGVIX) NASDAQ $ 2,744,320 2022-07-20
(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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
BOBOLINK FOUNDATION
  		Employer identification number

94-2988627
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) (2022)
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 2022 DepreciationSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
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 2022 GeneralExplanationAttachment
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Identifier Return Reference Explanation
Forgo NOL Carryback 990-T, Part I, Line 11 IRC Sec. 172(b)(1)(D) Pursuant to IRC Sec. 172(b)(3), taxpayer hereby elects to relinquish the carryback period with respect to any regular tax and AMT net operating losses. 172(b)(1)(D).

TY 2022 InvestmentsCorpBondsSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS    
1325000 3M COMPANY MTN 3.25% 0 1,321,767 1,317,100
470000 AIR LEASE CORP 2.25% 01 469,737 474,430
785000 AIR LEASE CORP 3.375% 0 753,074 756,618
1375000 AMAZON.COM, INC. 0.8% 1,374,464 1,257,386
875000 AMERICAN HONDA FINANCE 874,615 851,699
252000 AMERICAN INTERNATIONAL 251,728 237,424
44000 AMERIPRISE FINANCIAL, IN 43,194 43,253
200000 APPLE INC. 1.8% 09/11/2 199,544 191,572
34000 APPLE INC. 2.4% 05/03/20 33,736 33,859
32000 AVALONBAY COMMUNITIES, I 31,331 31,297
600000 BANCO SANTANDER SA 2.74 600,000 563,074
1525000 BANK OF AMERICA CORPOR 1,551,943 1,537,061
990000 BANK OF MONTREAL MTN 1. 989,248 927,049
600000 BANK OF MONTREAL MTN 3. 598,764 596,960
900000 BAT CAPITAL CORP 2.789% 900,000 869,606
1500000 BB&T CORPORATION MTN 2 1,498,740 1,457,425
47000 BRISTOL-MYERS SQUIBB COM 46,519 46,587
74000 CIGNA CORPORATION 3.0% 0 73,290 74,210
97000 CITIGROUP INC. HYBRID 10 92,824 93,087
289000 CITIZENS BANK, NATIONAL 284,449 284,153
42000 COMCAST CORP 3.7% 04/15/ 41,462 41,703
1000000 DIAGEO CAPITAL PLC 3.5 997,770 1,000,127
1725000 DUKE ENERGY PROGRESS L 1,724,879 1,725,656
1120000 ENBRIDGE INC 2.5% 01/1 1,055,899 1,073,204
525000 ENBRIDGE INC. 3.5% 06/1 511,364 511,482
715000 EVERSOURCE ENERGY 4.2% 703,714 707,326
580000 HP ENTERPRISE CO 1.75% 581,620 524,050
515000 HSBC HOLDINGS PLC HYBRI 486,364 477,511
349000 HSBC HOLDINGS PLC HYBRI 335,991 337,310
363000 HUNTINGTON NATIONAL BAN 365,726 366,382
1850000 INTERNATIONAL BUSINESS 1,842,933 1,806,938
43000 JOHN DEERE CAPITAL CORP 42,108 42,265
1850000 JPMORGAN CHASE & CO. H 1,850,000 1,850,412
700000 KEYBANK NATIONAL ASSOCI 699,671 698,379
865000 LABORATORY CORPORATION 887,283 820,034
238000 MITSUBISHI UFJ FINANCIA 220,254 219,443
1850000 MORGAN STANLEY HYBRID 1,875,049 1,853,025
1240000 MPLX LP 4.875% 06/01/2 1,289,747 1,226,958
1110000 PACCAR FINANCIAL CORP 1,108,546 1,080,253
43000 PFIZER INC. 3.0% 06/15/2 42,725 42,703
440000 PHILIP MORRIS INTL INC 439,240 443,588
33000 PRINCIPAL FINANCIAL GROU 32,816 32,897
130000 PUBLIC STORAGE 0.875% 0 129,762 115,668
800000 QUEST DIAGNOSTICS INCOR 845,892 779,072
855000 REYNOLDS AMERICAN INC 4 855,865 838,908
500000 ROYAL BANK OF SCOTLAND 500,000 493,698
1000000 SALESFORCE.COM INC 3.2 999,400 1,003,612
1775000 SIMON PROPERTY GROUP, 1,813,733 1,737,579
31000 THERMO FISHER SCIENTIFIC 30,063 30,050
375000 THOMSON REUTERS CORPORA 396,439 357,000
1135000 TORONTO-DOMINION BANK 1,136,423 1,114,997
29000 TOTAL CAPITAL CANADA LTD 28,739 29,001
1785000 UBS GROUP AG 3.75% 03/ 1,730,067 1,625,378
34000 UNION PACIFIC CORP 3.5% 33,897 33,830
1660000 VODAFONE GROUP PUBLIC 1,666,593 1,640,541
450000 WALT DISNEY COMPANY (TH 425,184 405,701
900000 WASTE MANAGEMENT INC 2. 901,958 893,913
925000 WELLS FARGO & COMPANY M 938,532 927,807

TY 2022 InvestmentsCorpStockSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK    
866053.065 GS COMMODITY STRATE 9,000,000 8,218,844
41019.052 GS EMERGING MARKETS 1,350,004 839,660
57698 SPDR S&P 500 ETF TRUST 4,395,434 22,168,229
27865 SPDR S&P 500 ETF TRUST 8,918,923 10,706,051

TY 2022 InvestmentsGovtObligationsSch
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
US Government Securities - End of Year Book Value:

17,917,804
US Government Securities - End of Year Fair Market Value:

17,471,817
State & Local Government Securities - End of Year Book Value:


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


 


TY 2022 InvestmentsOtherSchedule2
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARDEA JH CAPITAL ONSHORE FEEDE   5,274,677 5,264,997
ARES DIRECT LENDING OPPS ACCES   2,470,533 2,280,986
ARTISAN DYNAMIC EQUITY (NON US   3,538,702 3,843,688
ARTISAN FOCUS DYNAMIC   12,000,000 9,650,701
ARTISAN: DYNAMIC EQUITY (NON-U   3,058,608 2,904,850
BDT CAPITAL PARTERS FUND II (T   4,730,237 6,066,767
BDT CAPITAL PARTNERS ANNEX FUN   5,622,527 9,223,914
BROAD STREET RE CREDIT PARTNER   2,354,847 2,018,119
CASTLEHOOK   16,000,000 18,799,660
DIAMETER OFFSHORE   8,000,000 8,193,404
DISTRESSED MANAGERS III   398,597 43,227
ENERGY PRIVATE EQUITY MANAGERS   575,906 17,099
GLOBAL ATLANTIC ACCESS LLC   1,115,085 2,320,801
GLOBAL LONG SHORT PARTNERS     71,774
GLOBAL LONG SHORT PARTNERS SPV   20,978 24,774
GS CAPITAL PARTNERS VI PARALLE      
GS CAPITAL PARTNERS VI PARALLE   99,919 101,032
GS MEZZANINE PARTNERS 2006     61,750
HEDGE FUND SELEC: SEG PARTNERS   6,000,000 5,500,959
HEDGE FUND SELECT : HG VORA SP   6,000,000 5,245,782
HEDGE FUND SELECT: PALESTRA LT   6,000,000 5,258,958
HORIZON ENVIRONMENT   370,000 359,892
LIBERTY HARBOR SPV II LTD      
MN8 ENERGY (FKA GS RENEWABLE P   2,840,705 4,336,668
MOUNT KELLETT CAPITAL PARTNERS   1,763,103 52,518
REALTERM LOGISTICS INCOME FUND   9,733,329 11,207,708
RGM VALUE OPPORTUNITY FUND   6,054,945 4,758,517
SILVER POINT DISTRESSED OPPORT   1,773,373 3,317,481
TPG PARTNERS IX FOF L, L.P.      
TPG REAL ESTATE PARTNERS IV FO   299,025 299,025
TPG TECH ADJACENCIES II FOF-L,   1,637,124 1,637,124
US REAL PROPERTY INCOME FUND L   5,198,507 5,561,758
VINTAGE VII AIV OFFSHORE SCSP   115,605 168,925
VINTAGE VII LP   543,862 2,099,846
WEST STREET CAPITAL PARTNERS V   2,346,110 2,375,076
WEST STREET STRATEGIC SOLUTION   2,533,065 2,740,673
WHITEHALL PARALELL REAL ESTATE   349,290 9,344

TY 2022 LegalFeesSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 0      


TY 2022 OtherAssetsSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
3CP, PBC 2,003,979 2,009,916 2,009,916
DISTRIBUTION RECEIVABLE 153,417 12,893 12,893


TY 2022 OtherDecreasesSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Description Amount
APPRECIATION OVER DONOR'S COST BASIS 33,404,810
ROUNDING 1


TY 2022 OtherExpensesSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 623     623
PASSTHROUGH EXPENSES (NDE) 4,716      
FILING FEES 15     15
OTHER BOOK EXPENSES 47,115      


TY 2022 OtherIncomeSchedule2
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 138,443 138,443  
NONDIVIDEND DISTRIBUTIONS 1,771    


TY 2022 OtherIncreasesSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Description Amount
BOOK VALUE OVER TAX COST-SECURITIES SOLD 51,074,151


TY 2022 OtherLiabilitiesSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Description Beginning of Year - Book Value End of Year - Book Value
CAPITAL CALL PAYABLE   2,169,699


TY 2022 OtherProfessionalFeesSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 522,892 522,892    
CONSULTING FEES 97,933     97,933


TY 2022 TaxesSchedule
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 4,657 4,657    
EXCISE TAX PAID 700,000      
PAYROLL TAXES PAID 18,553     18,553


TY 2022 TransfersToControlledEntities
Name:
BOBOLINK FOUNDATION
EIN:
94-2988627
Name US /
Foreign Address		 EIN Description Amount
3CP PBC 722 COYNE CREEK
CEDAR POINT,KS66843 		83-3692161 EXPENSES OF MAINTAINING PARCELS OF LAND, CHASE COUNTY, KS FOR CONSERVATION 5,937
Total     5,937