Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
BENDON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 181 MAKAHIKI ST
  Room/suite
City or town
PAIA
State or province
HI
Country  
ZIP or foreign postal code
96779
A Employer identification number

65-0631534
B Telephone number (see instructions)

8082144596
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$12,363,528J 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) 179,060
2 Check .................
3 Interest on savings and temporary cash investments 75 75  
4 Dividends and interest from securities... 285,490 285,490  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 692,842
b Gross sales price for all assets on line 6a 6,664,727
7 Capital gain net income (from Part IV, line 2)... 692,842
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).......      
12 Total. Add lines 1 through 11........ 1,157,467 978,407  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 0   60,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,064 0   1,064
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
824 0   824
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
68,448 67,916   532
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,720 7,720   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,360 0   5,360
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 143,416 75,636   67,780
25 Contributions, gifts, grants paid....... 641,160 641,160
26 Total expenses and disbursements. Add lines 24 and 25 ................ 784,576 75,636   708,940
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 372,891
b Net investment income (if negative, enter -0-) 902,771
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 151,152 1,639,680 1,639,680
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 9,270,631 Click to see attachment
List of Attached Documents:
// Content
8,165,939 		10,698,914
c Investments—corporate bonds (attach schedule)....... 32,486 Click to see attachment
List of Attached Documents:
// Content
27,758 		24,934
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,454,269 9,833,377 12,363,528
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,454,269 9,833,377
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 9,454,269 9,833,377
30 Total liabilities and net assets/fund balances (see instructions). 9,454,269 9,833,377
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
9,454,269
2
Enter amount from Part I, line 27a .....................
2
372,891
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
6,217
4
Add lines 1, 2, and 3 ..........................
4
9,833,377
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,833,377
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 6,658,361   5,971,885 686,476
b 6,366     6,366
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       686,476
b       6,366
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 2 692,842
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 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 12,549
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 12,549
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 12,549
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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
8 631
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 13,180
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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)
HI
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofMAUI SMALL BUSINESS SOLUTIONS Telephone no. (808) 446-4970

Located at547 AKOLEA PLACEWAILUKUHI ZIP+496793
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
KRISTI BENDON MANAGING DIRECTOR
24.00 		60,000 0 0
181 MAKAHIKI ST
PAIA,HI96779
JAMES A BENDON PRESIDENT
1.00 		0 0 0
181 MAKAHIKI ST
PAIA,HI96779
SUSAN K BENDON VICE PRESIDENT
6.00 		0 0 0
181 MAKAHIKI ST
PAIA,HI96779
JOHN JAMES BENDON DIRECTOR
1.00 		0 0 0
181 MAKAHIKI ST
PAIA,HI96779
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
11,130,381
b
Average of monthly cash balances.......................
1b
246,303
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,376,684
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
11,376,684
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
170,650
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,206,034
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
560,302
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
560,302
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
12,549
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,549
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
547,753
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
547,753
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
547,753
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, line 26, column (d) ..........
1a
708,940
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
708,940
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 547,753
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 113,209
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 708,940
a Applied to 2024, but not more than line 2a 113,209
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 2025 distributable amount..... 547,753
e Remaining amount distributed out of corpus 47,978
5 Excess distributions carryover applied to 2025. 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 47,978
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		47,978
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 47,978
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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

ADAPTATIONS DANCE THEATER

PO BOX 65
MAKAWAO,HI96768 		NONE   PIVOT FELLOWSHIP PROGRAM 1,500

ALEXANDER ACADEMY OF PERFORMING ARTS

PO BOX 1291
KULA,HI96790 		NONE   TUITION ASSISTANCE 5,000

BOOK TRUST

191 UNIVERSITY BLVD STE 527
DENVER,CO80206 		NONE   KALUAPUU ELEMENTARY 6,000

CARDEN ACADEMY OF MAUI

55A MAKAENA PL
PUKALANI,HI96768 		NONE   YEAR 1 OF 3 PLEDGE FOR PROFESSIONAL DEVELOPMENT 15,000

FEED MY SHEEP

PO BOX 847
PUUENENE,HI96784 		NONE   UNRESTRICTED FUNDS 5,000

FRIENDS OF MAUI WAENA INTERMEDIATE SCHOOL

795 ONEHEE AVE
KAHULUI,HI96732 		NONE   ROBOTICS AND AFTERSCHOOL PROGRAM 15,000

FRIENDS OF THE CHILDREN'S JUSTICE CENTER

2103 WELLS ST STE 101
WAILUKU,HI96793 		NONE   HOLIDAY TOY DRIVE 3,000

HALE KAU KAU

25 W LIPOA ST
KIHEI,HI96753 		NONE   GENERAL FUND/UNRESTRICTED 5,000

HAWAII COUNCIL FOR THE HUMANITIES

3599 WAIALAE AVE RM 23
HONOLULU,HI96816 		NONE   HAWAII HISTORY DAY 10,000

HAWAII LAND TRUST

1108 FORT ST MALL STE 4
HONOLULU,HI96813 		NONE   MAUI - EDUCATION PROGRAMS 5,000

HAWAII PUBLIC RADIO

738 KAHEKA ST STE 101
HONOLULU,HI96814 		NONE   REPORTING FOR MAUI AND GENERAL FUND 50,000

HO'OLA NA PUA

PO BOX 22551
HONOLULU,HI96823 		NONE   PEARL SPONSORSHIP 5,000

HOSPICE MAUI

400 MAHALANI ST
WAILUKU,HI96793 		NONE   KOKUA FUND ENDOWMENT 15,000

HUI MAKA AINANA O MAKANA

PO BOX 1225
HANALEI,HI96714 		NONE   EDUCATION PROGRAMS 8,000

IMUA FAMILY SERVICES

161 S WAKEA AVE
KAHULUI,HI96732 		NONE   PRE-SCHOOL PROJECT 60,000

LA'AKEA VILLAGE

PO BOX 790994
WAILUKU,HI96779 		NONE   GENERAL FUND/UNRESTRICTED 10,000

MA KA HANA KA 'IKE

PO BOX 968
HANA,HI96713 		NONE   K-12 INA-BASED CULINARY PROGRAM, KAHU AI PONO, 10,000

MAUI ACADEMY OF PERFORMING ARTS

2050 MAIN ST
WAILUKU,HI96793 		NONE   EDUCATIONAL THEATER TOUR AND TUITION ASSISTANCE 20,000

MAUI ADULT DAYCARE CENTERS

11 MAHAOLU ST STE B
KAHULUI,HI96792 		NONE   TUTION ASSISTANCE 10,000

MAUI ARTS & CULTURAL CENTER

ONE CAMERON WAY
KAHULUI,HI96732 		NONE   YEAR 2 OF 5 UNRESTRICTED FUND PLEDGE 10,000

MAUI FAMILY YMCA

250 KANALOA AVE
KAHULUI,HI96732 		NONE   TUITION ASSISTANCE AND OFFICE REMODEL 25,000

MAUI FOOD BANK

760 KOLU ST
WAILUKU,HI96793 		NONE   GENERAL SUPPORT 15,000

MAUI HULIAU FOUNDATION

PO BOX 977
HAIKU,HI96708 		NONE   MATCHING GRANT PLEDGE 7,500

MAUI POPS ORCHESTRA

95 MAHALANI ST 6
WAILUKU,HI96793 		NONE   YEAR 3 OF 3 ENSEMBLES IN SCHOOLS PLEDGE 15,000

MAUI RESCUE MISSION

PO BOX 330381
KAHULUI,HI96733 		NONE   WATER PUMPING FOR MOBILE TRAILER 18,000

MONTESSORI SCHOOL OF MAUI

2933 BALDWIN AVE
MAKAWAO,HI96768 		NONE   TUITION ASSISTANCE AND HAWAIIAN SCHOLARHIP FUND 16,000

PACIFIC CANCER FOUNDATION

95 MAHALANI ST 8
WAILUKU,HI96793 		NONE   ALOHA KALIKIMAKA 8,500

PACIFIC PRIMATE SANCTUARY INC

500-A HALOA RD
HAIKU,HI96708 		NONE   YEAR 5 OF 5 GRANT FOR INTERN PROGRAM 20,000

PAIA YOUTH AND CULTURAL CENTER

161 S WAKEA AVE
KAHULUI,HI96732 		NONE   GENERAL FUND 10,000

PBS HAWAII

315 SAND ISLAND ACCESS RD
HONOLULU,HI96819 		NONE   MATCHING GRANT PLEDGE 60,000

ROOTS SCHOOL

740 HAIKU ROAD
HAIKU,HI96708 		NONE   UNRESTRICTED FUNDS 30,000

SALVATION ARMY

2950 MANOA ROAD
HONOLULU,HI96822 		NONE   HOLIDAY MEALS AND FOOD SECURITY 10,000

SEABURY HALL

480 OLINDA ROAD
MAKAWAO,HI96768 		NONE   ANNUAL FUND 10,660

UNITED WAY YAMPA VALLEY

PO BOX 774005
STEAMBOAT SPRINGS,CO80477 		NONE   COMMUNITY GRANTS 5,000

UNIVERSITY OF HAWAII FOUNDATION MAUI COLLEGE

310 KAAHUMANU AVE KUPAA 201
KAHULUI,HI96732 		NONE   ENDOWMENT, READING PROGRAM, RADIOLOGY TECH PROGRAM 95,000

WAVE OF HARMONY

PO BOX 532409
KIHEI,HI96753 		NONE   EDUCATION 2,000

WHALE TRUST

PO BOX 1360
PUUNENE,HI96784 		NONE   WHALE TALES PROGRAM 20,000

YAMPA VALLEY COMMUNITY FOUNDATION

348 OAK ST
STEAMBOAT SPRINGS,CO80487 		NONE   COMMUNITY GRANTS 5,000
Total ................................. 3a 641,160
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 75  
4 Dividends and interest from securities ....     14 285,490  
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 ............ 		    18 692,842  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 978,407 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
978,407
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
BENDON FAMILY FOUNDATION
 
Employer identification number

65-0631534
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
BENDON FAMILY FOUNDATION
  		Employer identification number
65-0631534
Part I
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
SUSAN K BENDON CHARITABLE LEAD UNITRUST
 
2360 CORPORATE CIR STE 160
 
HENDERSON, NV89074

$ 179,060


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
BENDON FAMILY FOUNDATION
  		Employer identification number

65-0631534
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
BENDON FAMILY FOUNDATION
  		Employer identification number

65-0631534
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
BENDON FAMILY FOUNDATION
EIN:
65-0631534
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING FEES 824 0   824

TY 2025 InvestmentsCorpBondsSchedule
Name:
BENDON FAMILY FOUNDATION
EIN:
65-0631534
Name of Bond End of Year Book Value End of Year Fair Market Value
FHLMC A94713 3,325 2,972
FHLMC A96409 2,141 1,933
FHLMC C03815 116 104
FHLMC G05188 137 124
FHLMC G07021 2,389 2,138
FNMA PL 190377 11 10
FNMA PL 735580 596 595
FNMA PL 745148 32 28
FNMA PL 745336 30 27
FNMA PL 889579 717 690
FNMA PL 971036 195 178
FNMA PL 995672 993 934
FNMA PL AA7681 231 210
FNMA PL AB4102 2,459 2,273
FNMA PL AB7364 377 245
FNMA PL AE0828 1,005 896
FNMA PL AE0949 272 244
FNMA PL AE5471 1,202 1,111
FNMA PL AE7731 417 375
FNMA PL AH2683 4,209 3,807
FNMA PL AL2118 658 589
FNMA PL AP7553 6,246 5,451

TY 2025 InvestmentsCorpStockSchedule
Name:
BENDON FAMILY FOUNDATION
EIN:
65-0631534
Name of Stock End of Year Book Value End of Year Fair Market Value
AB CONSERVATIVE BUFFER 48,642 51,739
AB DISRUPTORS ETF 30,791 36,961
ABRDN PHYSICAL GOLD 129,604 335,254
ABRDN PHYSICAL GOLD 75,669 167,483
ABRDN PHYSICAL PLATINUM 4,947 9,322
ABRDN PHYSICAL SILVER 19,854 38,487
ABRDN PHYSICAL SILVER 45,605 178,231
ALPHA ARCHITECT TAIL 56,380 57,008
ALPHA ARCHITECT TAIL 202,947 206,037
ALPHA ARCHTCT INTR QUNTV 79,228 90,127
ALPHABET INC 22,943 72,616
ALPHABET INC 10,532 33,804
AMAZON.COM INC 5,889 14,080
AMERICAN EXPRESS CO 27,170 58,082
AMERICAN EXPRESS CO 9,172 19,607
APPLE INC 5,401 10,331
ARK GENOMIC REVOLUTION 28,411 30,940
ARK GENOMIC REVOLUTION 27,471 33,750
ASTERA LABS INC 2,275 4,159
AVANTIS EMERGING MARKETS 31,867 34,461
AVANTIS EMERGING MARKETS 170,471 234,064
AVANTIS U S LARGE CAP 135,826 157,147
AVANTIS U S LARGE CAP 39,389 46,447
AVANTIS US SMALL CAP 46,893 54,457
AVANTIS US SMALL CAP 258,502 287,686
BAE SYS PLC 25,418 43,096
BARRICK MNG CORP 24,664 68,243
BERKSHIRE HATHAWAY 9,169 15,080
BERKSHIRE HATHAWAY 26,895 44,233
BITWISE BITCOLN ETF 8,239 15,077
BLOOM ENERGY CORP 1,814 7,820
CAMBRIA TAIL RISK ETF 62,062 61,368
CAMBRIA TAIL RISK ETF 177,739 175,751
CAMBRIA SHAREHOLDER 123,172 146,826
CAMECO CORP 17,055 71,179
CHEVRON CORP NEW 57,246 76,967
CISCO SYS INC 60,141 96,519
CISCO SYS INC 17,736 27,115
CLOUDFLARE INC 3,859 9,463
DIREXION AUSPICE BRO 82,951 83,948
D R HORTON INC 10,748 12,099
D R HORTON INC 37,746 42,489
EMCOR GROUP INC 40,781 47,108
EMCOR GROUP INC 16,948 19,577
ENBRIDGE INC 38,848 52,422
EXXON MOBIL CORP 28,841 58,365
EXXON MOBIL CORP 15,112 17,810
FIDELITY WISE ORIGIN 9,452 19,515
FRANKLIN FTSE SOUTH 12,802 21,538
FRANKLIN FTSE SOUTH 76,723 128,072
FRANKLIN INTL LOW 80,096 88,699
FRANKLIN INTL LOW 86,036 91,240
FREEDOM 100 EMERGING 121,598 210,822
FREEDOM 100 EMERGING 27,846 40,503
FREEPORT-MCMORAN INC 72,157 82,432
FREEPORT-MCMORAN INC 3,730 6,400
GENTEX CORP 10,726 10,495
GENTEX CORP 37,671 36,860
GLOBAL X ROBOTICS ARTFCL 11,363 14,963
GOLDMAN SACHS HEDGE 28,663 59,017
GREEN THUMB INDS INC 23,787 37,811
GREEN THUMB INDS INC 11,521 11,749
HARBOR COMM ALL WEATHR 43,998 49,640
HENSOLDT AG F UNSPONSORED ADR 5,972 6,055
HEWLETT PACKARD ENTERPRI 4,976 6,389
HITACHI LTD 13,605 59,342
HITACHI LTD 1,979 5,866
INDRA SISTEMAS F SPONSORED ADR 5,986 5,908
INNOVATOR EMRG MRK PWR 46,532 55,344
INNOVATOR EQTY MANAGED 46,894 56,691
INNOVATOR EQTY MANAGED 156,688 189,424
INNOVATOR INTERNL DVLP 55,789 56,863
INNOVATOR US SMALL CAP 100,612 122,682
INVESCO AEROSPACE & 13,854 26,157
INVESCO S AND P 500 EQ 22,160 31,468
INVESCO S AND P 500 EQ 83,158 108,028
INVSC S P 500 EQUAL 74,953 82,179
INVSC SP 500 EQL WGH 21,337 28,230
INVSC SP 500 EQL WGH 78,168 103,681
INVSC SP 500 EQL WGHT 27,434 26,064
ISHARES 1-3 YEAR TREASRY 364,346 363,994
ISHARES LATIN AMERICA 40 155,912 198,260
ISHARES LATIN AMERICA 40 22,127 27,496
ISHARES MSCI BRAZIL ETF 12,203 13,788
ISHARES MSCI SINGAPORE 66,256 89,132
ISHARES SILVER TRUST 20,113 76,789
ISHARES TIPS BOND ETF 163,066 172,998
IVANHOE ELEC INC 5,971 6,392
JABIL INC 27,557 29,187
JABIL INC 8,396 8,893
KOMATSU LTD 24,228 32,226
LAM RESH CORP 43,796 87,987
LAM RESH CORP 15,818 34,578
MAKEMYTRIP LIMITED, MA 6,108 6,077
MAKEMYTRIP LIMITED, MA 13,180 46,644
MICROSOFT CORP 2,890 5,803
MSC INDL DIRECT INC 11,408 11,858
MSC INDL DIRECT INC 49,145 56,515
NETAPP INC 11,632 10,602
NEWMONT CORP 31,230 75,586
NEWMONT CORP 21,502 44,933
PACER DEVLP MRT INTR CSH 48,207 62,932
PACER DEVLP MRT INTR CSH 72,094 99,949
PAYPAL HLDGS INC 6,671 7,589
PIMCO MULTISECTOR BOND 461,733 484,669
QUALCOMM INC 66,522 125,893
QUALCOMM INC 27,062 35,407
ROCHE HLDG LTD 84,669 121,705
SALESFORCE INC 12,803 14,040
SALESFORCE INC 43,724 47,949
SCHWAB US TIPS ETF 261,391 266,728
SIMPLIFY HEALTH CARE 80,985 98,637
SIMPLIFY HEALTH CARE 41,623 52,155
SIMPLIFY HEDGED EQUITY 20,983 23,044
SIMPLIFY HEDGED EQUITY 74,041 79,676
SIMPLIFY MANAGED FUTURS 102,652 106,805
SPDR BLOOMBERG 1 3 MNTH 277,578 277,156
SPDR GOLD MINISHARES ETV 110,847 267,550
SPDR S&P 500 ETF IV 114,514 135,702
SPDR S&P KENSHO NEW ECO 24,520 33,867
SPDR S&P METALS & MINING 13,709 25,281
SPROTT URANIUM MINERS 10,861 19,925
SPROTT URANIUM MINERS 27,251 47,205
STATE STREET SPDR S&P 8,001 10,486
STATE STREET SPDR S&P 27,446 40,603
STATE STRET ENRGY SLECT 35,344 35,768
STEEL DYNAMICS INC 28,824 59,308
STEEL DYNAMICS INC 11,892 18,809
T ROWE PRICE HEDGED 63,996 67,854
TAIWAN SEMICONDUCTOR MF SPONSORED ADR 7,572 11,852
TOTALENERGIES SE 71,463 97,083
TRAVELERS COS INC 9,031 15,083
TRAVELERS COS INC 26,919 44,959
TRULIEVE CANNABIS CORP F 6,866 8,959
UNLIMITED HFGM GLOBAL 45,691 50,643
VALES A 63,144 71,066
VANGUARD 0-3 MONTH 53,202 53,254
VANGUARD SHORT TERM 116,461 118,870
VANGUARD SHRT INF PROT 300,430 309,273
VANGUARD SMALL CAP 58,887 58,609
VANGUARD TOTAL INTERNTL 39,673 49,790
VANGUARD TOTAL STOCK 58,230 72,754
VALERO ENERGY CORP NEW 15,859 19,698
VELERO ENERGY CORP NEW 25,292 57,302
VERTEX PHARMACEUTICALS 54,007 69,818
VERTEX PHARMACEUTICALS I 11,681 16,321
WISDOMTREE FLOATING RATE 41,318 41,262
WISDOMTREE JAPAN SMALCP 102,057 130,926

TY 2025 LegalFeesSchedule
Name:
BENDON FAMILY FOUNDATION
EIN:
65-0631534
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,064 0   1,064


TY 2025 OtherExpensesSchedule
Name:
BENDON FAMILY FOUNDATION
EIN:
65-0631534
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL FEES 5,360 0   5,360


TY 2025 OtherIncreasesSchedule
Name:
BENDON FAMILY FOUNDATION
EIN:
65-0631534
Description Amount
INVESTMENT TIMING DIFFERENCE 6,217


TY 2025 OtherProfessionalFeesSchedule
Name:
BENDON FAMILY FOUNDATION
EIN:
65-0631534
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 532 0   532
ADVISORY FEES 67,916 67,916   0


TY 2025 TaxesSchedule
Name:
BENDON FAMILY FOUNDATION
EIN:
65-0631534
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,720 7,720   0