2022-06-07T06:37:10-07:00 2022-01-31 475621261 Naviaux Associates LLC 53 W Jackson Blvd Suite 1325 Chicago IL 60604 990PF 2021-02-01 367187236 Bundy Family Foundation BUND 8479220129 113 Andros Rd Key Largos FL 33037 Harvey H Bundy III Trustee 2022-06-07 true Harvey H Bundy III 999009999 Wesley Naviaux P00363671 3126621541 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 759300 X X 2482 2482 2482 139287 173569 139287 141769 141769 2482 696 348 1785 893 2481 1241 0 40863 40863 43344 1241 40863 98425 140528 2482 4462 2814 2814 244380 360970 615643 157860 140843 140843 406702 504627 759300 500 500 0 X 406202 504627 406202 504627 406702 504627 406202 98425 504627 504627 170.56 Vanguard Index Tr P 2006-08-16 2021-09-17 70000 20244 49756 49756 155.98 Blair SMID Fund P 2004-01-02 2021-11-22 6133 1560 4573 4573 1242.80 Blair SMID Fund P 2004-02-09 2021-11-22 48867 12478 36389 36389 Capital Gain Dividends 48569 139287 1953 1953 1953 1101 1101 852 0 false false false false false false false true true IL true false false false false true N/A Harvey H Bundy III 3123648222 113 Andros Rd Key Largo FL 33037 false false false false false false false false false false false false false false false false false false false false false false Harvey H Bundy III 113 Andros Rd Key Largos FL 33037 Trustee 2.00 0 Blakely F Bundy 113 Andros Rd Key Largo FL 33037 Trustee 0.50 0 NONE NONE 821478 1230 0 822708 0 822708 12341 810367 40518 40518 1953 1953 38565 38565 38565 40863 40863 38565 1092 88104 62265 48257 52734 252452 40863 40863 38565 38565 254750 0 254750 50631 62265 48257 52734 40863 X Art Institute of Chicago 111 S Michigan Ave Chicago IL 60603 PC Charity 150 Chicago Botanical Garden 1000 Lake Cook Rd Glencoe IL 60022 PC Charity 419 Chicago Children's Museum 700 E Grand Ave Chicago IL 60611 PC Charity 16500 Christ Church 470 Maple Ave Winnetka IL 60093 PC Charity 4000 Defending the Early Years 35 Eldridge Road Jamaica Plain MA 02130 PC Charity 517 Christ Church Christmas Basket 470 Maple Ave Winnetka IL 60093 PC Charity 1306 Latin School 59 W North Blvd Chicago IL 60610 PC Education 50 Lyric Opera 20 N Upper Wacker Dr Chicago IL 60606 PC Charity 100 Ocean Reef Medical center foundatio 35 Ocean Reef Dr Suite 148 Key Largo FL 33037 PC Charity 5000 Tuck School of Business 100 Tuck Hall Hanover NH 03755 PC Education 10000 Volunteer center 520 Glendale Ave Winnetka IL 60093 PC Charity 50 Winnetka Community House 620 Lincoln Ave Winnetka IL 60093 PC Charity 1000 WTTW Channel 11 5400 N Saint Louis Ave Chicago IL 60625 PC Charity 200 Yale Alumni Fund 157 Church Street New Haven CT 06510 PC Education 50 American Junior Golf Association 1980 Sports Club Drive Braselton GA 30517 PC Charity 521 Erikson Institute 451 N LaSalle Dr Chicago IL 60654 PC Education 50 Fairplay 89 South St Boston MA 02111 PC Charity 100 Illinois Families for Public School 332 S Michigan Ave Chicago IL 60604 PC Charity 200 Northwestern Medicine 251 East Huron Street Chicago IL 60611 PC Charity 500 Winnetka Historical Society 620 Lincoln Ave Winnetka IL 60093 PC Education 100 Yale University class of 1966 157 Church Street New Haven CT 06510 PC Education 50 40863 14 2482 18 139287 141769 141769 false false false false false false false false false false Pursuant to IRC Section 4942(h)(2) and Regulation 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. Blair Intl Growth Fund Class I 68667 125484 Blair Small Cap Class I 28793 37966 Blair SMID Fund 88630 231865 VANGUARD INDEX TR 25344 69280 First Trust Low Duration Oppos ETF 40518 39776 First Trust Rising Dividend Achiv ETF 68898 71720 Janus Henderson Short Duration INC ETF 40120 39552 Fidelity Government Cash Reserves AT COST 140843 140843 State Filing Fee 15 8 Tax Preparation Software 1768 884 USPS 2 1 WB Investment Mangement 696 348 0 0