2025-11-06T09:23:59-06:00 2024-12-31 830824413 Element 78 Partners LLC 1 North LaSalle Street Suite 2015 Chicago IL 60602 990PF 2024-01-01 943215971 Bundy Family Foundation BUND 4159866264 3130 Alpine Road Ste 288-461 Portola Valley CA 94028 Timothy D Orr President 4159866264 2025-10-30 1 0 James R Stern P00831572 3122639100 2025-10-21 2024 2025-03-06 01:10:19Z X 6501444 X 153950 71 71 162231 162231 410478 1855843 410478 726730 572780 0 0 0 899 899 0 10000 10000 0 845 845 0 64630 64630 0 76374 76374 0 355000 355000 431374 76374 355000 295356 496406 142292 308346 308346 2938368 996671 996671 1797393 3868392 5196427 4878053 5173409 6501444 0 0 X 0 0 0 0 4878053 5173409 4878053 5173409 4878053 5173409 4878053 295356 0 5173409 0 5173409 Schwab #8312 594697 611728 -17031 -17031 Schwab #8312 1175079 833539 341540 341540 Schwab #3820 88 98 -10 -10 Capital Gains Dividends P 85979 85979 85979 410478 6900 0 6900 0 6900 6096 0 8000 0 14096 X 0 7196 7196 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 4687585 1557846 0 6245431 0 0 6245431 93681 6151750 307588 307588 6900 6900 300688 0 300688 0 300688 355000 0 355000 300688 0 0 30242 30242 355000 0 0 0 300688 54312 0 0 84554 0 0 0 0 0 0 0 84554 30242 54312 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 Human Needs Project Inc 36 Professional Center Pkwy San Rafael CA 94903 None PC Water and Sanitation Programs for Developing Countries 5000 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 Historical Association 70 Court Street Freehold NJ 077281710 None PC Arts, Culture and Humanities 5000 Monmouth Medical Center Foundation 300 Second Avenue Long Branch NJ 07740 None PC Health Care, Education, Medical Technology 5000 Planned Parenthhood PO Box 97166 Washington DC 20090 None PC Women's health 5000 Pomfret School 398 Pomfret St Pomfret CT 06258 None PC Education 40000 Princeton University 100 Overlook Center Suite 300 Princeton NJ 08540 None PC Education 5000 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 15000 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 RFH Touchdown Club Inc PO Box 674 Rumson NJ 07760 None PC High School Football 20000 San Francisco Film Society 455 9th Street San Francisco CA 94103 None PC Film Exhibition, Media Education, Filmmaker Services 10000 355000 0 14 71 14 162231 18 410478 0 572780 0 572780 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 153950 X Accounting Fees 10000 10000 0 Cohen & Steers Inst Realty AT COST 44 48 DFA US Small Cap I AT COST 1599 2746 DFA US Small Cap Value I AT COST 66378 61660 Dodge & Cox Intl Stock AT COST 38 50 Dodge & Cox Stock AT COST 50233 50129 Fidelity Contrafund AT COST 200000 218019 John Hancock Intl Growth AT COST 26 27 John Hancock US Growth I AT COST 182748 313039 Nuveen Real Estate Sec AT COST 405 480 Schwab #3820 Mutual Funds AT COST 27516 30822 Schwab S&P 500 Index AT COST 2218203 2696448 Schwab US Large Cap Growth AT COST 124971 165286 Schwab US Large Cap Value AT COST 55000 50044 Vanguard 500 Index AT COST 440025 989926 Vanguard Div Growth Fund AT COST 369658 496364 Vanguard Equity Index Adm AT COST 98 111 Vanguard Information Tech AT COST 98 239 Vanguard Intl Growth Fd Admiral AT COST 90 102 Vanguard US Growth Fd Admiral AT COST 100 185 Vanguard Utilities Index AT COST 130098 118896 Victory NASDAQ-100 Index AT COST 98 193 Virtus KAR Small Cap Core I AT COST 936 1580 Virtus KAR Small Cap Growth I AT COST 30 33 Legal Fees 899 899 0 Asset Management Fees 42175 42175 0 Performance Fees 22455 22455 0 Foreign Tax Paid Schwab #8312 845 845 0