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 09-01-2023 , and ending 08-31-2024
Name of foundation
BUNDY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

94-6659802
B Telephone number (see instructions)

(213) 236-7327
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$10,198,545J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 322,657 321,329  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 372,169
b Gross sales price for all assets on line 6a 4,345,712
7 Capital gain net income (from Part IV, line 2)... 372,169
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-1,482 -22  
12 Total. Add lines 1 through 11........ 693,344 693,476  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 160,522 92,872   67,650
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,921 4,738   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
125     100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 181,568 97,610 0 68,750
25 Contributions, gifts, grants paid....... 403,000 403,000
26 Total expenses and disbursements. Add lines 24 and 25 584,568 97,610 0 471,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 108,776
b Net investment income (if negative, enter -0-) 595,866
c Adjusted net income (if negative, enter -0-)... 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......... 52,585 67,841 67,841
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,858,079 Click to see attachment
List of Attached Documents:
// Content
1,120,837 		3,284,543
c Investments—corporate bonds (attach schedule)....... 525,023 Click to see attachment
List of Attached Documents:
// Content
524,957 		391,176
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).......... 5,038,528 Click to see attachment
List of Attached Documents:
// Content
5,868,942 		6,454,985
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) 7,474,215 7,582,577 10,198,545
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
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........ 7,474,215 7,582,577
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,474,215 7,582,577
30 Total liabilities and net assets/fund balances (see instructions). 7,474,215 7,582,577
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,474,215
2
Enter amount from Part I, line 27a .....................
2
108,776
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,582,991
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
414
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,582,577
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 200. ALPHABET INC CL A   2022-10-27 2023-09-08
b 303. ALPHABET INC CL A     2023-09-08
c 450. ANALOG DEVICES INC   2008-06-23 2023-09-08
d 501. APPLE INC   2011-12-29 2023-09-08
e 125. CVS HEALTH CORP   2023-06-13 2023-09-08
100. FACEBOOK INC A   2016-12-15 2023-09-08
900. ISHARES TIPS BOND ETF     2023-09-08
333. J P MORGAN CHASE CO COM     2023-09-08
296. MICROSOFT CORP   2003-12-15 2023-09-08
8585.609 P I M C O HIGH YIELD FUND INSTL   2021-03-11 2023-09-08
20072.725 PAYDEN & RYGEL INV LOW DURATION FD 972     2023-09-08
17128.396 PIMCO INCOME FUND INS   2021-03-11 2023-09-08
180. UNITEDHEALTH GROUP INC COM   2016-12-15 2023-09-08
37407.377 VANGUARD SHORT TERM INVT GRADE #539     2023-09-08
75. WYNN RESORTS LTD COM   2023-05-02 2023-09-08
305. WYNN RESORTS LTD COM     2023-09-08
1250. ISHARES GOLD TRUST ETF   2000-01-01 2023-09-30
1250. ISHARES GOLD TRUST ETF     2023-10-23
517. APPLE INC   2011-12-29 2023-10-27
10. BOOKING HOLDINGS INC   2023-06-13 2023-10-27
850. COMCAST CORP CLASS A   2014-12-26 2023-10-27
500. CORTEVA INC COM     2023-10-27
100. FORTIVE CORP WI   2011-12-29 2023-10-27
1000. KRAFT HEINZ CO COM     2023-10-27
500. VANGUARD REAL ESTATE ETF   2023-10-23 2023-10-27
1500. VANGUARD REAL ESTATE ETF     2023-10-27
15965.062 AQR MANAGED FUTURES STRATEGY FUND     2023-10-30
10434.202 BLACKROCK EVENT DRIVEN EQUITY FUND     2023-10-30
32243.885 VANGUARD SHORT TERM INVT GRADE #539     2023-10-30
15232.526 ALPHASIMPLEX MGD FUTS STRAT N   2016-12-16 2023-10-30
100. BOEING CO     2024-03-18
204. AMERICAN TOWER CORP   2023-10-27 2024-05-01
300. AMERICAN TOWER CORP   2012-01-04 2024-05-01
1000. BRISTOL MYERS SQUIBB CO     2024-05-01
39144.324 DOUBLELINE CORE FIX INCOME I     2024-05-01
600. GILEAD SCIENCES INC     2024-05-01
16754.409 HARTFORD SCHRODERS EMERGING MARKETS     2024-05-01
50. ILLUMINA INC COM   2022-03-31 2024-05-01
2358.025 NEUBERGER BERMAN GENESIS INSTL FD   2023-07-25 2024-05-01
893. PROLOGIS INC COM   2023-10-27 2024-05-01
300. SHELL PLC SPON A D R     2024-05-01
1983. VICI PPTYS INC   2023-10-27 2024-05-01
1200. VICI PPTYS INC     2024-05-01
12966.869 CREDIT SUISSE COMMODITY RETURN   2024-05-01 2024-08-08
300. AMAZON.COM INC   2019-05-28 2024-08-28
500. CHEVRONTEXACO CORP COM     2024-08-28
800. MONDELEZ INTL INC CL A     2024-08-28
400. NIKE INC     2024-08-28
900. SCHWAB CHARLES CORP COM   2014-02-13 2024-08-29
400. UNITED PARCEL SERVICE INC CL B     2024-08-29
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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 27,213   18,686 8,527
b 41,227   19,497 21,730
c 79,796   14,884 64,912
d 89,846   7,246 82,600
e 8,214   9,039 -825
30,005   12,021 17,984
94,821   103,109 -8,288
47,893   31,780 16,113
98,996   7,945 91,051
65,680   77,270 -11,590
191,695   198,980 -7,285
177,108   205,613 -28,505
86,601   28,966 57,635
372,952   409,666 -36,714
7,125   8,472 -1,347
28,973   33,258 -4,285
10   10  
46,681   44,277 2,404
86,723   7,477 79,246
27,384   26,014 1,370
33,647   24,529 9,118
23,832   17,198 6,634
6,493   1,987 4,506
31,395   36,456 -5,061
35,577   36,176 -599
106,732   137,349 -30,617
150,551   158,073 -7,522
101,107   100,626 481
319,214   330,402 -11,188
151,259   151,564 -305
18,028   17,843 185
35,448   35,179 269
52,130   17,865 34,265
44,055   62,769 -18,714
351,907   426,372 -74,465
39,009   42,863 -3,854
268,573   237,052 31,521
6,168   17,695 -11,527
143,722   147,164 -3,442
91,259   86,630 4,629
21,197   22,007 -810
56,705   54,245 2,460
34,315   35,782 -1,467
282,159   296,552 -14,393
51,054   27,665 23,389
72,855   51,282 21,573
56,972   32,281 24,691
32,966   51,377 -18,411
57,564   22,945 34,619
50,899   29,405 21,494
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
      9,977
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       8,527
b       21,730
c       64,912
d       82,600
e       -825
      17,984
      -8,288
      16,113
      91,051
      -11,590
      -7,285
      -28,505
      57,635
      -36,714
      -1,347
      -4,285
       
      2,404
      79,246
      1,370
      9,118
      6,634
      4,506
      -5,061
      -599
      -30,617
      -7,522
      481
      -11,188
      -305
      185
      269
      34,265
      -18,714
      -74,465
      -3,854
      31,521
      -11,527
      -3,442
      4,629
      -810
      2,460
      -1,467
      -14,393
      23,389
      21,573
      24,691
      -18,411
      34,619
      21,494
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 372,169
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 8,283
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 0
3 Add lines 1 and 2........................... 3 8,283
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,283
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,751
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,751
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 2,468
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,468 Refundedright arrow 11 0
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 arrowCA
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 arrowUS BANK NA Telephone no.right arrow (213) 236-7327

Located atright arrowPO BOX 0634MILWAUKEEWI ZIP+4right arrow532010634
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
US BANK N A CO-TRUSTEE
1 		103,193    
PO BOX 0634
MILWAUKEE,WI532010634
DAVID NOSWORTHY CO-TRUSTEE
1 		57,329    
5635 NAPLES CANAL
LONG BEACH,CA90803
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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
9,642,998
b
Average of monthly cash balances.......................
1b
143,139
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,786,137
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
9,786,137
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
146,792
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,639,345
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
481,967
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
481,967
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,283
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,283
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
473,684
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
473,684
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
473,684
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
471,750
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
471,750
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 7 473,684
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 402,143
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 471,750
a Applied to 2022, but not more than line 2a 402,143
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 69,607
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		404,077
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
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.
NONE
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

THE SALK INSTITUTE FOR
BIOLOGICAL STUDIES
10010 NORTH PINES RD
LA JOLLA,CA92037 		NONE PC GENERAL OPERATING 100,000

JOHN TRACY CLINIC

806 WEST ADAMS BOULEVARD
LOS ANGELES,CA90007 		NONE PC GENERAL OPERATING 30,000

GOODWILL INDUSTRIES OF
ORANGE COUNTY
410 NORTH FAIRVIEW
SANTA ANA,CA92703 		NONE PC GENERAL OPERATING 10,000

EASTER SEALS SOUTHERN
CALIFORNIA INC
1063 MCGAW AVENUE STE 100
IRVINE,CA92614 		NONE PC GENERAL OPERATING 10,000

JUNIOR BLIND OF AMERICA

5300 ANGELES VISTA BLVD
LOS ANGELES,CA90043 		NONE PC GENERAL OPERATING 10,000

SANFORD BURNHAM PREBYS MED
DISCOVERY INSTITUTE
10901 NORTH TORREY PINES RD
La Jolla,CA92037 		NONE PC GENERAL OPERATING 100,000

UCLA STEIN EYE INSTITUTE

100 STEIN PLAZA SUITE 1 124
LOS ANGELES,CA90095 		NONE PC GENERAL OPERATING 100,000

BRAILLE INSTITUTE OF AMERICA

741 N VERMONT AVE
LOS ANGELES,CA90029 		NONE PC GENERAL OPERATING 23,000

NO LIMITS FOR DEAF CHILDREN

9801 WASHINGTON BLVD 2ND FLOOR
CULVER CITY,CA90232 		NONE PC GENERAL OPERATING 20,000
Total .................................right arrow 3a 403,000
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 ........... 		         
4 Dividends and interest from securities ....     14 322,657  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 372,169  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		900099 -1,460      
bPARTNERSHIP INCOME     1 -22  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -1,460 694,804  
13Total. Add line 12, columns (b), (d), and (e)..................
13
693,344
(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

TY 2023 AccountingFeesSchedule
Name:
BUNDY FOUNDATION
EIN:
94-6659802
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2023 InvestmentsCorpBondsSchedule
Name:
BUNDY FOUNDATION
EIN:
94-6659802
Name of Bond End of Year Book Value End of Year Fair Market Value
ESC TRIBUNE CO 134,968  
654106AF0 NIKE INC 89,927 96,194
88579YAY7 3M COMPANY MTN 99,886 95,699
91282CGE5 U S TREASURY NT 100,223 99,613
91282CGG0 U S TREASURY NT 99,953 99,670

TY 2023 InvestmentsCorpStockSchedule
Name:
BUNDY FOUNDATION
EIN:
94-6659802
Name of Stock End of Year Book Value End of Year Fair Market Value
007903107 ADVANCED MICRO DEVIC 20,599 74,280
02079K305 ALPHABET INC CL A 69,226 277,256
023135106 AMAZON.COM INC 13,832 26,775
025816109 AMERICAN EXPRESS CO 16,217 38,798
03027X100 AMERICAN TOWER CORP    
031162100 AMGEN INC 23,905 33,383
032654105 ANALOG DEVICES INC    
037833100 APPLE INC    
084670702 BERKSHIRE HATHAWAY I 54,353 118,980
09247X101 BLACKROCK INC 14,513 67,636
097023105 BOEING CO    
09857L108 BOOKING HOLDINGS INC    
110122108 BRISTOL MYERS SQUIBB    
126650100 CVS HEALTH CORPORATI    
149123101 CATERPILLAR INC 34,813 62,318
166764100 CHEVRON CORPORATION 7,483 51,783
17275R102 CISCO SYSTEMS INC 34,929 55,594
172967424 CITIGROUP INC 52,443 56,376
191216100 COCA COLA COMPANY 30,012 72,470
20030N101 COMCAST CORP CL A    
219350105 CORNING INC 40,653 57,879
22052L104 CORTEVA INC    
254687106 DISNEY WALT CO 46,795 31,633
278865100 ECOLAB INC 28,893 126,590
281020107 EDISON INTERNATIONAL 31,536 39,164
285512109 ELECTRONIC ARTS INC 12,666 15,182
30303M102 FACEBOOK INC A    
337738108 FISERV INC 46,646 74,205
34959J108 FORTIVE CORP WI    
375558103 GILEAD SCIENCES INC    
452327109 ILLUMINA INC COM    
46625H100 J P MORGAN CHASE CO 13,244 172,422
500754106 THE KRAFT HEINZ CO    
532457108 ELI LILLY CO 45,204 360,008
539830109 LOCKHEED MARTIN CORP 24,902 113,620
548661107 LOWES CO INC 15,123 49,700
580135101 MCDONALDS CORP 41,648 137,114
58933Y105 MERCK AND CO INC 23,934 82,915
594918104 MICROSOFT CORP 14,923 231,930
609207105 MONDELEZ INTERNATION 7,447 14,362
654106103 NIKE INC    
68389X105 ORACLE CORPORATION 49,733 144,116
701094104 PARKER HANNIFIN CORP 16,619 60,020
704326107 PAYCHEX INC 18,518 65,600
718172109 PHILIP MORRIS INTL 27,177 49,316
742718109 PROCTER GAMBLE CO 52,400 132,944
747525103 QUALCOMM INC 29,627 100,798
75513E101 RAYTHEON TECHNOLOGIE 25,569 37,002
780259305 SHELL PLC SPON A D R    
808513105 SCHWAB CHARLES CORP    
854502101 STANLEY BLACK DECKER 16,545 15,354
87612E106 TARGET CORP 14,141 30,724
911312106 UNITED PARCEL SERVIC 7,345 12,855
91324P102 UNITED HEALTH GROUP    
92343V104 VERIZON COMMUNICATIO 19,705 32,380
925652109 VICI PPTYS INC    
929160109 VULCAN MATERIALS CO 37,510 61,303
92939U106 WEC ENERGY GROUP INC 18,893 74,424
983134107 WYNN RESORTS LTD COM    
G5960L103 MEDTRONIC PLC 21,116 25,334

TY 2023 InvestmentsOtherSchedule2
Name:
BUNDY FOUNDATION
EIN:
94-6659802
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00191K609 AQR MANAGED FUTURES      
025076845 AMERICAN CENTURY SMA AT COST 245,274 271,777
09250J734 BLACKROCK EVENT DRIV      
09260B374 BLACKROCK STRATEGIC AT COST 153,941 146,184
256206103 DODGE COX INTERNATI AT COST 202,310 234,318
258620301 DOUBLELINE CORE FIX      
293792107 ENTERPRISE PRODS PAR AT COST 13,525 29,340
41665X859 HARTFORD SCHRODERS E      
464285204 ISHARES GOLD TRUST E      
464287176 ISHARES TIPS BOND ET      
464287226 ISHARES CORE U.S. AG AT COST 593,661 607,014
464287473 ISHARES RUSSELL MIDC AT COST 98,211 111,892
464287481 ISHARES RUSSELL MIDC AT COST 58,897 67,472
552746356 MFS INTERNATIONAL GR AT COST 122,160 233,242
641233200 NEUBERGER BERMAN GEN      
693390700 PIMCO TOTAL RETURN F AT COST 271,967 234,039
693390841 P I M C O HIGH YIELD      
704329200 PAYDEN LOW DURATION      
72201F490 PIMCO INCOME FUND IN      
74440B884 PGIM TOTAL RETURN BO AT COST 905,533 866,044
89155H793 TOUCHSTONE MID CAP Y AT COST 205,163 237,649
921943858 VANGUARD FTSE DEVELO AT COST 445,225 576,290
922031778 VANGUARD FIXED INC L AT COST 45,596 46,406
922031836 VANGUARD SHORT TERM      
922908553 VANGUARD REAL ESTATE      
92835M414 ALPHASIMPLEX MGD FUT      
024524217 AMERICAN BEACON STEP AT COST 98,851 103,696
025076647 AMERICAN CENTURY M/ AT COST 86,871 104,416
03463K406 ANGEL OAK MULTI STRA AT COST 275,547 286,032
04314H568 ARTISAN HIGH INCOME AT COST 390,341 404,632
464287655 ISHARES RUSSELL 2000 AT COST 148,195 166,380
46432F842 ISHARES CORE MSCI EA AT COST 43,423 54,728
46434G103 ISHARES CORE MSCI EM AT COST 559,949 624,983
524686524 CLEARBRIDGE INTERNAT AT COST 260,534 338,381
808524847 SCHWAB US REIT ETF AT COST 297,097 356,335
861728400 STONE RIDGE HY REINS AT COST 346,671 353,735

TY 2023 OtherDecreasesSchedule
Name:
BUNDY FOUNDATION
EIN:
94-6659802
Description Amount
ENT PROD PSHIP ADJ 414


TY 2023 OtherExpensesSchedule
Name:
BUNDY FOUNDATION
EIN:
94-6659802
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE/TAX 100 0   100
FEDERAL INTEREST PAID 25 0   0


TY 2023 OtherIncomeSchedule2
Name:
BUNDY FOUNDATION
EIN:
94-6659802
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME - UBI -1,460 0  
PARTNERSHIP INCOME - NII -22 -22  


TY 2023 TaxesSchedule
Name:
BUNDY FOUNDATION
EIN:
94-6659802
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,422 3,422   0
FEDERAL TAX PAYMENT - PRIOR YE 4,432 0   0
FEDERAL ESTIMATES - PRINCIPAL 10,751 0   0
FOREIGN TAXES ON NONQUALIFIED 1,316 1,316   0