2024-11-07T12:05:59-06:00 2023-12-31 830824413 Element 78 Partners LLC 1301 W 22nd Street Oak Brook IL 60523 990PF 2023-01-01 943215971 Bundy Family Foundation BUND 4159866264 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Timothy D Orr President 4159866264 2024-11-06 1 0 James R Stern P00831572 3122639100 2024-10-31 2023 2024-10-15 13:58:12Z X 5879957 X 128291 219 219 195037 195037 35623 35623 35623 359170 230879 0 0 0 9500 9500 0 76 76 0 98013 98013 0 107589 107589 0 330000 330000 437589 107589 330000 -78419 123290 152631 142292 142292 3035748 2938368 2938368 1768093 1797393 2799297 4956472 4878053 5879957 0 0 X 0 0 0 0 4956472 4878053 4956472 4878053 4956472 4878053 4956472 -78419 0 4878053 0 4878053 Capital Gains Dividends P 35623 35623 35623 35623 1714 0 1714 0 1714 7810 0 0 0 7810 X 0 6096 6096 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A Timothy D Orr 4159866264 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Timothy D Orr 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Director/President 0.00 0 0 0 Katherine B Orr Traina 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Director/Secretary 0.00 0 0 0 Christina E Carroll 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Director/Asst Sec/Asst CFO 0.00 0 0 0 Kristin E Orr 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Director/CFO 0.00 0 0 0 NONE 0 NONE 0 0 2592772 3161371 0 5754143 0 0 5754143 86312 5667831 283392 283392 1714 1714 281678 0 281678 0 281678 330000 0 330000 281678 18080 0 0 330000 18080 0 0 281678 30242 0 0 30242 0 0 0 0 0 0 0 30242 30242 X 180 Turning Lives Around 1 Bethany Road Bldg 3 Ste 42 Hazlet NJ 077301681 None PC Family Violence Shelters, services 5000 Bundy Museum of History and Art 129 Main Street Binghamton NY 13905 None PC Education and Arts 3000 Center for Reproductive Rights 199 Water Street 22nd Floor New York NY 10038 None PC Advance reproductive freedom 5000 Community Library Association 415 Spruce Avenue N Ketchum ID 83340 None PC Book Lending, Reading, Research 15000 Compass Family Services 37 Grove Street San Francisco CA 94102 None PC Health, Education 10000 Feeding America 161 North Clark Street Chicago IL 60601 None PC Coronavirus Response 20000 Hamilton College 198 College Hill Road Clinton NY 13323 None PC Education 19000 Horizons Foundation PO Box 52 Rumson NJ 07760 None PC Education, Student Enrichment 10000 Hunger Coalition 110 Honeysuckle St Bellevue ID 833135095 None PC Provide access to food and address food insecurity 7000 LSB Leakey Foundation 1003 B OReilly Avenue San Francisco CA 94126 None PC Education, Research, Anthropology, Sociology 19000 Lunchbreak 121 Drs James Parker Blvd Red Bank NJ 07701 None PC Provide food, clothing, life skills & fellowship to those in need 5000 Monmouth Conservation Foundation PO Box 4150 Middleton NJ 077484150 None PC Land Resources Conservation 5000 Monmouth Medical Center Foundation 300 Second Avenue Long Branch NJ 07740 None PC Health Care, Education, Medical Technology 5000 Nature Conservancy 4245 N Fairfax Drive Arlington VA 22203 None PC North Idaho Grizzly Habitat Protection Project 20000 Planned Parenthhood PO Box 97166 Washington DC 20090 None PC Women's health 5000 Princeton University 100 Overlook Center Suite 300 Princeton NJ 08540 None PC Education 30000 Riverview Medical Center 1 Riverview Plaza Red Bank NJ 077011864 None PC Public Charity Support 5000 Rumson Country Day School 35 Bellevue Avenue Rumson NJ 07760 None PC Education 5000 Senior Connection 721 S 3rd Ave PO Box 28 Hailey ID 83333 None PC Connect seniors to essential services 7000 Sheldrick Wildlife Trust USA 25283 Cabot Road Suite 101 Laguna Hills CA 92653 None PC Conservation 10000 St Luke's Wood River Foundation Inc PO Box 7005 Ketchum ID 83340 None PC Improve healthcare experiences 30000 St Paul's School 325 Pleasant Street Concord NH 03301 None PC Education 5000 Stella's Shelter Fund Inc PO Box 1048 Ketchum ID 83340 None PC Provide supplies, food and support for animal shelters in Idaho 10000 Swiftsure Ranch Therapeutic Equestrian Center 114 Calypso Lane Bellevue ID 83313 None PC Therapy for persons with disabilities 20000 University of Richmond 110 UR Drive Richmond VA 231730008 None PC Education 30000 World Central Kitchen 200 Massachusetts Ave NW 7th Floor Washington SC 20001 None PC Humanitarian Aid 10000 Pomfret School 398 Pomfret St Pomfret CT 06258 None PC Education 15000 330000 0 14 219 14 195037 14 35623 0 230879 0 230879 0 0 0 0 0 0 0 0 0 0 X X 1 C E Carroll 2012 Charitable Lead Annuity Tr PO Box 4676 Ketchum ID 83340 128291 X Accounting Fees 9500 9500 0 Cohen & Steers Inst Realty AT COST 44 46 DFA Emerging Markets Core AT COST 19 22 DFA Emerging Markets Small AT COST 18 23 DFA US Small Cap Port AT COST 1599 2489 DFA US Small Cap Value AT COST 1378 1868 DFA US Targeted Value AT COST 30 32 Dodge & Cox Intl Stock AT COST 38 49 Dodge & Cox Stock AT COST 232 236 John Hancock Intl Growth CL AT COST 26 25 John Hancock US Growth Fund AT COST 182748 259224 Schwab #3820 Equity Funds AT COST 259 305 Schwab S&P 500 Index AT COST 187194 297563 Schwab US Large Cap AT COST 24970 41750 TIAA-CREF Real Estate Sec Instl AT COST 405 470 Victory NASDAQ-100 Index AT COST 98 157 Vanguard 500 Index AT COST 440025 802486 Vanguard Core Bond AT COST 14 13 Vanguard Div Growth Fund AT COST 356812 794212 Vanguard Emerging Mkts Slct Stk Fd AT COST 22 21 Vanguard Energy Adm AT COST 98 108 Vanguard Equity Index Adm AT COST 400000 395409 Vanguard GNMA Adm AT COST 100000 101385 Vanguard Information Tech AT COST 98 186 Vanguard Interm Term Bond AT COST 12 10 Vanguard Intl Growth Fd Admiral AT COST 90 102 Vanguard ST Treasury Adm AT COST 100000 99372 Vanguard US Growth Fd Admiral AT COST 100 147 Vanguard Utilities Index AT COST 98 109 Virtus KAR Small Cap Core I AT COST 936 1445 Virtus KAR Small Cap Growth I AT COST 30 33 Investment Management Fees 59801 59801 0 Performance Fees 38212 38212 0 Foreign Tax Paid Schwab #8312 1 1 0 State Tax 75 75 0