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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Bender West Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

81-4425931
B Telephone number (see instructions)

(800) 839-1754
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$19,364,115J 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) 10,700
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,397 24,397  
4 Dividends and interest from securities... 436,554 436,554  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -227,118
b Gross sales price for all assets on line 6a 12,676,066
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,874 10,127  
12 Total. Add lines 1 through 11........ 248,407 471,078  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 8,234     8,234
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
83,632 83,632    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,514 2,514    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 900     900
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
105,710 50,749   54,042
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 209,990 136,895   63,176
25 Contributions, gifts, grants paid....... 845,900 845,900
26 Total expenses and disbursements. Add lines 24 and 25 1,055,890 136,895   909,076
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -807,483
b Net investment income (if negative, enter -0-) 334,183
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 215,276 593,221 593,221
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) 2,081,653    
b Investments—corporate stock (attach schedule)....... 13,768,239 Click to see attachment
List of Attached Documents:
// Content
11,748,626 		12,936,331
c Investments—corporate bonds (attach schedule)....... 1,571,051 Click to see attachment
List of Attached Documents:
// Content
3,448,490 		3,527,492
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).......... 1,070,215 Click to see attachment
List of Attached Documents:
// Content
2,108,614 		2,307,071
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,706,434 17,898,951 19,364,115
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 18,706,434 17,898,951
29 Total net assets or fund balances (see instructions)..... 18,706,434 17,898,951
30 Total liabilities and net assets/fund balances (see instructions). 18,706,434 17,898,951
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,706,434
2
Enter amount from Part I, line 27a .....................
2
-807,483
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
17,898,951
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,898,951
Form 990-PF (2023)
Form 990-PF (2023)
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 12,676,066   12,926,723 -250,657
b       23,538
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       -250,657
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 -227,119
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 4,645
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 4,645
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 4,645
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,175
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
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,475
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 10 830
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow830 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
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:
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 arrowCO
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 2023 or the taxable year beginning in 2023? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Ben Beadle-Ryby Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Adriane Greenberg Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Daniel G Greenberg Dir, Treas, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Eileen B Greenberg Dir, Pres
12.0 		0 8,234 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Joshua A Greenberg Dir, Sec, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Rachael J Greenberg Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Richard S Greenberg Dir, VP
10.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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 (2023)
Form 990-PF (2023)
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 76,053
100 ST PAUL STREET SUITE 610
DENVER,CO80206
Foundation Source Administrative 53,426
55 Walls Drive 3rd Fl
Fairfield,CT06824
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  
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 (2023)
Form 990-PF (2023)
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
15,645,338
b
Average of monthly cash balances.......................
1b
765,185
c
Fair market value of all other assets (see instructions)................
1c
2,302,791
d
Total (add lines 1a, b, and c).........................
1d
18,713,314
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
18,713,314
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
280,700
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,432,614
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
921,631
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
921,631
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,645
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,645
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
916,986
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
916,986
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
916,986
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
909,076
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
909,076
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 916,986
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 902,572
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 909,076
a Applied to 2022, but not more than line 2a 902,572
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 2023 distributable amount..... 6,504
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		910,482
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 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 (2023)
Form 990-PF (2023)
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

5430 FOUNDATION

924 HAWTHORN AVE
BOULDER,CO80304 		N/A PC General & Unrestricted 20,000

A PRECIOUS CHILD INC

7051 W 118TH AVE
BROOMFIELD,CO80020 		N/A PC Holiday gifts for children fund 5,000

ANTI-DEFAMATION LEAGUE OF BNAI BRITH - MOUNTAIN ST

1120 LINCOLN ST SUITE 1301
DENVER,CO80203 		N/A PC General & Unrestricted 45,000

ASPEN COMMUNITY FOUNDATION

455 GOLD RIVERS COURT STE 515
BASALT,CO81621 		N/A PC Cradle to Career Program 50,000

CANINE COMPANIONS FOR INDEPENDENCE

PO BOX 446
SANTA ROSA,CA95402 		N/A PC puppy raising Collar Scholars in Colorado program 20,000

COLORADO ACADEMY

3800 S PIERCE ST
DENVER,CO80235 		N/A PC Financial Aid fund 2,500

COLORADO BALLET COMPANY

1075 SANTA FE DR
DENVER,CO80204 		N/A PC 2023 Sugarplum Program 2,000

COLORADO STATE UNIVERSITY FOUNDATION

PO BOX 1870
FORT COLLINS,CO80522 		N/A PC Temple Grandin Equine Center Research fund 25,000

CONGREGATION EMANUEL

51 GRAPE ST
DENVER,CO80220 		N/A PC General Fund and Shwayder Camp fund 5,000

CONGREGATION HEBREW EDUCATIONAL ALLIANCE

3600 S IVANHOE ST
DENVER,CO80237 		N/A PC General & Unrestricted 20,000

CONGREGATION HEBREW EDUCATIONAL ALLIANCE

3600 S IVANHOE ST
DENVER,CO80237 		N/A PC Annual Pathways Campaign 10,000

DELTA ETA BOULE FOUNDATION

PO BOX 462618
AURORA,CO80046 		N/A PC General & Unrestricted 5,000

FLORENCE CRITTENTON SERVICES OF COLORADO

96 S ZUNI ST
DENVER,CO80223 		N/A PC Holiday Gift Card fund 25,000

GREENLIGHT FUND INC

50 MILK ST 16TH FLOOR
BOSTON,MA02109 		N/A PC General & Unrestricted 20,000

HANDS OF THE CARPENTER

16097 S GOLDEN RD
GOLDEN,CO80401 		N/A PC General Fund 5,000

HAWAII COMMUNITY FOUNDATION

827 FORT ST MALL
HONOLULU,HI96813 		N/A PC Maui Strong Fund 10,000

HEARTS & HORSES INC

163 N COUNTY ROAD 29
LOVELAND,CO80537 		N/A PC Changing Leads Program 10,000

JAZZ AT ASPEN-SNOWMASS

110 E HALLAM ST STE 118
ASPEN,CO81611 		N/A PC General & Unrestricted 34,000

JEWISH FAMILY SERVICE OF COLORADO INC

3201 S TAMARAC DR
DENVER,CO80231 		N/A PC Innovator Sponsorship fund 10,000

JEWISH FAMILY SERVICE OF COLORADO INC

3201 S TAMARAC DR
DENVER,CO80231 		N/A PC Food Pantry fund 10,000

JEWISH RESOURCE CENTER CHABAD OF ASPEN

435 WEST MAIN ST
ASPEN,CO81611 		N/A PC General & Unrestricted 10,000

JEWISHCOLORADO

300 S DAHLIA ST STE 300
DENVER,CO80246 		N/A PC Regional Safety and Security Initiative, Israel Emergency Fund and General Operating FUND 75,000

JEWISHCOLORADO

300 S DAHLIA ST STE 300
DENVER,CO80246 		N/A PC ISRAEL EMERGENCY FUND 20,000

JEWISHCOLORADO

300 S DAHLIA ST STE 300
DENVER,CO80246 		N/A PC The Efshar Project - ElevatED 25,000

JEWISHCOLORADO

300 S DAHLIA ST STE 300
DENVER,CO80246 		N/A PC PJ Library fund, JSC fund, YAD fund, Safety & Security fund and Dignity Grows/Women's Philanthropy fund 50,000

JEWISHCOLORADO

300 S DAHLIA ST STE 300
DENVER,CO80246 		N/A PC Charitable Event 5,000

KABBALAH EXPERIENCE

3540 S POPLAR ST STE 104
DENVER,CO80237 		N/A PC General & Unrestricted 18,000

KABBALAH EXPERIENCE

3540 S POPLAR ST STE 104
DENVER,CO80237 		N/A PC Charitable Event 1,800

KOL HALEV

950 S CHERRY ST STE 310
DENVER,CO80246 		N/A PC General & Unrestricted 10,000

LIFE COACHING WITH HORSES

5555 FAIR OAKS CT
PASO ROBLES,CA93446 		N/A PC General & Unrestricted 10,000

MAKE-A-WISH FOUNDATION OF COLORADO INC

7951 E MAPLEWOOD AVE STE 126
GREENWOOD VILLAGE,CO80111 		N/A PC Charitable Event 25,000

MARIA DROSTE SERVICES OF COLORADO

1355 S COLORADO BLVD STE C-100
DENVER,CO80222 		N/A PC General & Unrestricted 20,000

MAUI HUMANE SOCIETY INC

PO BOX 1047
PUUNENE,HI96784 		N/A PC General & Unrestricted 10,000

MAUI UNITED WAY INC

95 MAHALANI ST RM 24
WAILUKU,HI96793 		N/A PC Disaster Relief fund 10,000

METRO CARING

1100 E 18TH AVE
DENVER,CO80218 		N/A PC Food Pantry fund 10,000

MINDS MATTER

PO BOX 16610
DENVER,CO80216 		N/A PC General & Unrestricted 20,000

MOVEMBER FOUNDATION

PO BOX 2040
SANTA MONICA,CA90406 		N/A PC General & Unrestricted 5,000

NATIONAL JEWISH HEALTH

1400 JACKSON ST
DENVER,CO80206 		N/A PC REV the Runway 5,000

NATIONAL JEWISH HEALTH

1400 JACKSON ST
DENVER,CO80206 		N/A PC General & Unrestricted 5,000

PROJECT PAVE INC

4140 TEJON ST
DENVER,CO80211 		N/A PC General & Unrestricted 5,000

QUEENS COLLEGE FOUNDATION INC

6530 KISSENA BLVD
FLUSHING,NY11367 		N/A PC Angel Investor 2023 fund 5,000

RAMAH IN THE ROCKIES

300 S DAHLIA ST STE 205
DENVER,CO80246 		N/A PC General & Unrestricted 10,000

SMILING GOAT RANCH INC

315 FAWN DR
CARBONDALE,CO81623 		N/A PC Hay Bale Ball Sponsor fund and General Programming fund 10,000

SOUTHEAST CENTER FOR JUDAISM INC

9550 E BELLEVIEW AVE
GREENWOOD VLG,CO80111 		N/A PC Jewish Outreach Initiative (JOI) 10,000

TEMPLE SINAI

3509 S GLENCOE ST
DENVER,CO80237 		N/A PC Temple Sinai Preschool fund 3,600

THE ASPEN INSTITUTE

1000 NORTH THIRD ST
ASPEN,CO81611 		N/A PC General & Unrestricted 28,000

THE ASPEN INSTITUTE

1000 NORTH THIRD ST
ASPEN,CO81611 		N/A PC Society of Fellows fund 3,500

THE GROWHAUS

3840 YORK ST 245
DENVER,CO80205 		N/A PC Harvest Week fund 500

UNIVERSITY OF COLORADO FOUNDATION

PO BOX 17126
DENVER,CO80217 		N/A PC Greenberg Family Leeds Scholarship Fund 2,000

UNIVERSITY OF COLORADO FOUNDATION

914 BROADWAY 95 UCB
BOULDER,CO80309 		N/A PC Greenberg Family - Minds Matter Alumni Fund 50,000

WE DONT WASTE INC

6090 E 39TH AVE
DENVER,CO80207 		N/A PC Charitable Event 50,000
Total .................................right arrow 3a 845,900
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 24,397  
4 Dividends and interest from securities ....     14 436,554  
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 ............ 		525990 1 18 -227,119  
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 -6,253 14 10,127  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -6,252 243,959  
13Total. Add line 12, columns (b), (d), and (e)..................
13
237,707
(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 (2023)
Form 990-PF (2023)
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 (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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
Ickovic David
40 Iverness Dr East Suite 100
 
Englewood, CO80112

$ 10,700


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
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 2023 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 2023 GeneralExplanationAttachment
Name:
Bender West Foundation
EIN:
81-4425931
Identifier Return Reference Explanation
PART I LINE 6A PART I LINE 6A TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $(227,119) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1 TOTAL PART I, LINE 6A: $(227,118) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $12,676,066 BOOK BASIS: $12,926,723 NET GAIN/(LOSS): $(250,657) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $23,538

TY 2023 InvestmentsCorpBondsSchedule
Name:
Bender West Foundation
EIN:
81-4425931
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 3.200% - 11/21/20 69,226 70,196
AERCAP IRELAND CAPITAL DAC NOT 77,360 78,498
AMGEN INC - 2.200% - 02/21/202 74,388 74,437
ANHEUSER BUSCH - 4.750% - 01/2 76,033 76,232
ARROW ELECTRS INC NT - 2.950% 71,726 76,189
AT&T INC - 1.650% - 02/01/2028 39,950 35,650
AT&T INC - 4.350% - 03/01/2029 38,885 39,512
BANCO SANTANDER S.A.NOTE - 2.7 73,594 79,066
BANK AMER CORP - 4.450% - 03/0 38,851 39,575
BANK MONTREAL MEDIUM SER H NOT 64,338 66,261
BANK OF AMERICA - 3.950% - 04/ 36,567 34,420
BARCLAYS BANK PLC SER A - 0.00 50,000 50,405
BARCLAYS PLC NOTE - 7.385% - 1 65,941 69,522
BOEING CO NT - 3.625% - 02/01/ 65,319 69,774
BP CAP MKTS - 2.721% - 01/12/2 68,552 69,835
BROADCOM INC - 3.500% - 01/15/ 72,770 76,764
CATERPILLAR FINL SVCS S BE MTN 14,724 13,902
CITIGROUP INC NOTE - 6.270% - 76,984 80,392
COMCAST CORP NT - 3.150% - 02/ 73,190 76,314
COOPERATIEVE CENTRALE RAIFFEIS 69,024 67,050
CREDIT SUISSE NEW YORK BRANCH 33,564 34,502
CVS CAREMARK CORP NOTE - 4.300 72,617 73,815
DEERE JOHN CAPITAL CORP SER H 24,725 23,032
DEUTSCHE BK AG NY NOTE - 2.552 73,476 78,083
DISCOVERY COMMUNICATIONS LLC - 72,792 76,137
DISNEY WALT CO - 2.650% - 01/1 75,060 71,288
DOWDUPONT INC - 4.725% - 11/15 74,867 76,150
EBAY INC - 1.900% - 03/11/2025 25,305 24,029
EBAY INC SR GLBL NT - 3.450% - 49,048 49,336
FISERV INC NOTE CALL MAKE WHOL 74,746 75,333
GENERAL MOTORS - 2.750% - 06/2 70,352 72,124
GOLDMAN SACHS GROUP INC NOTE - 73,554 77,369
GS FIN CORP SER F - 0.000% - 1 25,020 37,759
HSBC HLDGS PLC NOTE - 2.251% - 68,792 68,871
JPMORGAN CHASE &CO - 3.702% - 73,841 75,286
JPMORGAN CHASE FINL CO - 0.000 25,000 26,548
KLA CORP NOTE - 4.100% - 03/15 71,214 74,703
KROGER CO - 1.700% - 01/15/203 58,946 60,719
LLOYDS BANK - 4.650% - 03/23/2 71,931 73,538
MCCORMICK &CO INC NOTE CALL MA 69,349 69,068
MORGAN STANLEY - 1.512% - 07/2 73,979 77,670
NATWEST GROUP - 4.800% - 04/05 67,835 69,355
NXP B V / NXP FDG LLC / NXP US 73,623 77,804
ORACLE CORP NOTE CALL MAKE WHO 72,515 74,781
PEPSICO - 1.625% - 05/01/2030 59,237 59,711
PFIZER INVT - 4.650% - 05/19/2 37,723 40,331
ROYAL BANK OF CANADA - 0.000% 25,000 25,313
ROYAL BANK OF CANADA - 4.650% 75,437 74,390
SUMITOMO MITSUI FIN GRP - 1.47 73,179 75,720
T MOBILE USA - 3.750% - 04/15/ 73,824 72,823
TAKEDA PHARMACEUTICAL CO - 5.0 73,378 76,184
TELEFONICA EMISIONESS - 4.103% 71,069 73,501
TOTAL SYSTEMS SERVICES - 4.800 73,308 74,364
UBS GROUP - 3.750% - 03/26/202 31,914 29,395
UNITEDHEALTH GROUP INC - 1.150 24,737 23,153
VERIZON COMMUNICATIONS INC - 2 74,706 76,226
WESTPAC BANKING CORP NOTE - 5. 65,405 65,087

TY 2023 InvestmentsCorpStockSchedule
Name:
Bender West Foundation
EIN:
81-4425931
Name of Stock End of Year Book Value End of Year Fair Market Value
ADIDAS AG 19,353 16,162
AIA GROUP LTD ADR 18,120 15,602
AMADEUS IT HLDS SA 14,637 16,578
APPLIED FIN EXPLORER FUND INST 38,060 38,612
APPLIED FIN SELECT FUND INSTL 100,030 105,460
ARISTOTLE FLOATING RATE INCOME 324,589 324,190
ASM INTERNATIONAL NV 8,133 15,057
ASML HOLDING NV NY REG SHS 16,677 36,332
ATLAS COPCO AB B SHS ADR 14,625 21,201
BREITIS 416,733 409,475
CANADIAN NATL RAILWAY CO 17,237 19,975
CLP HOLDINGS LTD 15,689 13,316
COLOPLAST AS ADR 23,310 17,295
COMPASS GROUP PLC ADR 16,260 24,751
CSL LTD 17,446 16,810
DAIKIN INDS LTD ADR 14,013 14,230
DASSAULT SYS SA SPN ADR 17,252 25,000
DFA DIMENSIONAL INTERNATIONAL 54,280 52,317
DFA EMERGING MARKETS CORE EQ P 266,581 236,094
DIAGEO PLC ADS 14,187 14,712
DIMENSIONAL U S EQUITY ETF 20,541 21,043
EXPERIAN GROUP LTD S/ADR 14,669 17,111
FANUC LIMITED UNSPONSORED 15,519 12,289
FERRARI NV 15,991 24,367
FIDELITY TOTAL BOND 15,000 15,222
GQG PARTNERS EMERGING MARKETS 193,581 213,087
HANG LUNG PROPERTIES-SP ADR 15,257 8,770
HERMES INTL 10 ADR 15,647 29,977
HOTCHKIS & WILEY HIGH YLD-I 109,321 106,384
HOYA CORP SPONS ADR 15,237 16,686
INDUSTRIA DE DISENO 16,167 25,392
INTERNATIONAL HIGH REL PROFIT 37,618 34,823
ISHARES BARCLAYS 1-3 YEAR TREA 349,289 352,772
ISHARES CORE MSCI EAFE ETF 333,804 363,358
ISHARES MSCI EAFE SMALL CAP IN 258,328 215,907
ISHARES S&P 500 INDEX FD 5,053,173 5,956,045
ISHARES TR S & P MIDCAP 400 IN 1,331,379 1,553,426
JARDINE MATHESON UNS/ADR 9,895 7,413
KONE OYJ ADR B SHS 21,698 16,475
L'AIR LIQUIDE ADR OTC 19,022 27,732
L'OREAL ADR 14,840 23,858
LONZA GROUP AG UNSP/ADR 18,393 11,785
LORD ABBETT CREDIT OPPORTUNITI 400,000 397,760
LVMH MOET HENN UNSP 16,095 29,241
MERCK KGAA SPON ADR EACH REPR 16,562 14,369
MURATA MFG INC UNSP/ADR 16,350 17,574
NESTLE S.A 18,643 18,732
NOVARTIS AG ADR 15,772 19,184
NOVO NORDISK A S 11,163 33,725
PALMER SQUARE INCM PLUS FD I 23,627 23,645
PRUDENTIAL PLC SC 18,315 13,021
RATIONAL SPECIAL SITUATIONS IN 49,158 44,064
ROCHE HOLDING LTD ADR 21,337 17,753
SAP AKTIENGESELL ADS 18,292 20,560
SGS SA UNSP ADR 17,327 14,915
SHIN-ETSU CHEMICAL C 16,889 29,783
SMC CORPORATION 20,337 20,559
SPDR PORTFOLIO SHORT TERM CORP 18,036 17,898
STONE HARBOR EMERGING MARKETS 177,753 133,142
SYSMEX CORP UNSP ASDR 20,152 16,101
TAIWAN SEMICONDUCTOR MFG CO LT 18,479 28,392
TCW EMERGING MARKETS INCOME FU 170,926 137,976
TERUMO CORP 14,435 14,027
TOTALENERGIES SE 11,474 18,866
UNIVERSAL MUSIC GROUP 11,301 12,004
VANGUARD FTSE EMERGING MARKETS 291,079 231,393
VANGUARD SF REIT ETF 147,323 161,345
VANGUARD SM-CAP ETF 854,650 950,385
WOLTERS KLUWER S/ADR 11,570 12,826

TY 2023 InvestmentsOtherSchedule2
Name:
Bender West Foundation
EIN:
81-4425931
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ENERGY DYNAMICS FUND LTD, OFFS   400,000 364,808
FUGIO FUND XI PE, LP   286,804 393,651
FUGIO FUND XII PE, LP   111,009 125,625
FUGIO FUND XII VC, LP   108,111 111,568
FUGIO PRIVATE EQUITY FD XI VC,   329,776 382,675
HAMILTON LANE PVT ASSETS FD   100,000 127,005
HYPERION FUND LLC   189,228 187,265
ICAPITAL CLEARLAKE CAPITAL PAR   58,686 60,016
KING STREET CAPITAL LTD, OFFSH   400,000 416,236
MILLENNIUM - INTERNATIONAL HED   125,000 138,222

TY 2023 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 53,426     53,426
Bank Charges 914 914    
K-1 Exp FUGIO FUND XI PE, LP 13,446 12,772    
K-1 Exp FUGIO FUND XII PE, LP 12,021 11,776    
K-1 Exp FUGIO FUND XII VC, LP 11,295 11,295    
K-1 Exp FUGIO PRIVATE EQUITY F 13,992 13,992    
Postage/Delivery Service 616     616


TY 2023 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 -2,616 2,494  
K-1 Inc/Loss FUGIO FUND XII PE, LP 412 1,686  
K-1 Inc/Loss FUGIO FUND XII VC, LP 528 528  
K-1 Inc/Loss FUGIO PRIVATE EQUITY FD XI VC, LP 580 449  
K-1 Inc/Loss HYPERION FUND LLC 4,970 4,970  


TY 2023 OtherProfessionalFeesSchedule
Name:
Bender West Foundation
EIN:
81-4425931
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 83,632 83,632    


TY 2023 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 2023 4,000      
990-PF Extension for 2022 5,000      
Foreign Tax Paid 2,514 2,514