2022-11-03T20:57:14-05:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 814425931 Bender West Foundation % Bender West Foundation BEND 3038072551 4950 South Yosemite Street FS-503 Greenwood CO 80111 RICHARD S GREENBERG VICE PRESIDENT 3038072551 2022-11-01 true RICHARD S GREENBERG 999009999 Jeffrey D Haskell 8008391754 2021 2022-09-23 18:48:47Z X 22203291 X 21500 642 642 414650 414650 2280629 7118667 2280629 -579 52 2716842 2695973 0 7811 7811 129363 129363 11233 4433 74557 21718 52632 222964 155514 60443 809600 809600 1032564 155514 870043 1684278 2540459 622119 699127 699127 1575007 1710327 1709452 13754352 14696165 17948691 1155240 1349783 1361613 90780 426374 484408 17197498 18881776 22203291 0 0 X 17197498 18881776 17197498 18881776 17197498 18881776 17197498 1684278 18881776 18881776 Publicly-traded Securities 7118667 4839623 2279044 2279044 Passthrough K1 Capital Gain/(Loss) 1585 2280629 35312 35312 35312 6984 0 29400 36384 X 0 1072 1072 false false false false false false false true true CO true false false false true true Bender West Foundation 3038072551 4950 South Yosemite Street FS-503 Greenwood CO 80111 false false false false false false false false false false false false false false false false false false false false false Ben Beadle-Ryby 4950 South Yosemite Street FS-503 Greenwood CO 80111 Dir 1.0 0 0 0 Adriane Greenberg 4950 South Yosemite Street FS-503 Greenwood CO 80111 Dir, VP 1.0 0 0 0 Daniel G Greenberg 4950 South Yosemite Street FS-503 Greenwood CO 80111 Dir, Treas, VP 1.0 0 0 0 Eileen B Greenberg 4950 South Yosemite Street FS-503 Greenwood CO 80111 Dir, Pres 12.0 0 7811 0 Joshua A Greenberg 4950 South Yosemite Street FS-503 Greenwood CO 80111 Dir, Sec, VP 1.0 0 0 0 Rachael J Greenberg 4950 South Yosemite Street FS-503 Greenwood CO 80111 Dir, VP 1.0 0 0 0 Richard S Greenberg 4950 South Yosemite Street FS-503 Greenwood CO 80111 Dir, VP 1.0 0 0 0 BNY Mellon Bank 100 St Paul Street SUITE 610 DENVER CO 80206 Investment MGMT 129363 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 52632 21022509 389070 366591 21778170 0 21778170 326673 21451497 1072575 1072575 35312 35312 1037263 1037263 1037263 870043 0 0 0 0 870043 1037263 862413 2019 2018 2017 870043 862413 7630 0 0 1029633 0 0 NONE X A PRECIOUS CHILD INC 7051 W 118TH AVE BROOMFIELD CO 80020 N/A PC Basic 4 Babies program and child holiday gift giving fund 10000 ANTI-DEFAMATION LEAGUE OF BNAI BRITH - MOUNTAIN ST 1120 LINCOLN ST SUITE 1301 DENVER CO 80203 N/A PC No Place for Hate fund and General Support fund 20000 ASPEN COMMUNITY FOUNDATION 455 GOLD RIVERS COURT STE 515 BASALT CO 81621 N/A PC Mental Health Initiatives 10000 ASPEN JEWISH CENTER 315 E HYMAN AVE STE 305 ASPEN CO 81611 N/A PC General & Unrestricted 10000 BOULDER JEWISH COMMUNITY CENTER 6007 OREG AVE BOULDER CO 80303 N/A PC General & Unrestricted 2500 CANINE COMPANIONS FOR INDEPENDENCE - COLORADO PO BOX 61839 COLORADO SPRINGS CO 80960 N/A PC Veteran's Day Matching Grant 25000 COLORADO ACADEMY 3800 S PIERCE ST DENVER CO 80235 N/A PC General & Unrestricted 10000 COLORADO NONPROFIT DEVELOPMENT CENTER 789 SHERMAN ST STE 250 DENVER CO 80203 N/A PC EFSHAR PROJECT 5000 COMMUNITY FOUNDATION 1123 SPRUCE ST BOULDER CO 80302 N/A PC Boulder County Crisis Fund 10000 CONGREGATION EMANUEL 51 GRAPE ST DENVER CO 80220 N/A PC Shwayder Camp 2500 CONGREGATION HEBREW EDUCATIONAL ALLIANCE 3600 S IVANHOE ST DENVER CO 80237 N/A PC General & Unrestricted 15000 CYSTIC FIBROSIS FOUNDATION 400 S COLORADO BLVD STE 840 DENVER CO 80246 N/A PC General & Unrestricted 5000 EKAR 6825 E ALAMEDA AVE DENVER CO 80224 N/A PC In support of SHMITA: RHYTHMS FOR CHANGE fund 3000 FLORENCE CRITTENTON SERVICES OF COLORADO 96 S ZUNI ST DENVER CO 80223 N/A PC TO PURCHASE Thanksgiving and Christmas Gift Cards 25000 FOOD BANK OF THE ROCKIES 10700 E 45TH AVE DENVER CO 80239 N/A PC General & Unrestricted 20000 GABBY KRAUSE FOUNDATION 7200 S ALTON WAY STE B130 CENTENNIAL CO 80112 N/A PC Denver Health Bags and Children's Hospital Bags FUND 6000 HABITAT FOR HUMANITY INTERNATIONAL INC 53 CALAWAY COURT GLENWOOD SPRINGS CO 81601 N/A PC Basalt Vista Net Zero Project 30000 HEARTS & HORSES INC 163 N COUNTY ROAD 29 LOVELAND CO 80537 N/A PC General & Unrestricted 10000 ISRAEL ON CAMPUS COALITION 1100 17TH ST NW STE 700 WASHINGTON DC 20036 N/A PC To establish and train Fellows on Colorado campuses 10000 JEWISH FAMILY SERVICE OF COLORADO INC 3201 S TAMARAC DR DENVER CO 80231 N/A PC Weinberg Food Pantry 10000 JEWISH FAMILY SERVICE OF COLORADO INC 3201 S TAMARAC DR DENVER CO 80231 N/A PC Weinberg Food Pantry 10000 JEWISH FAMILY SERVICE OF COLORADO INC 3201 S TAMARAC DR DENVER CO 80231 N/A PC WEINBERG FOOD PANTRY 15000 JEWISHCOLORADO 300 S DAHLIA ST STE 300 DENVER CO 80246 N/A PC initiatives in Aspen, Colorado 10000 JEWISHCOLORADO 300 S DAHLIA ST STE 300 DENVER CO 80246 N/A PC Flagship Fund, YAD, PJ Library, Jewish Student Connection, and Regional Security Initiative 50000 KABBALAH EXPERIENCE 2305 S SYRACUSE WAY UNIT 10 DENVER CO 80231 N/A PC General & Unrestricted 15000 LEUKEMIA & LYMPHOMA SOCIETY - ROCKY MOUNTAIN CHAPT 720 S COLORADO BLVD STE 500-S DENVER CO 80246 N/A PC Student of the Year Denver fund 5000 LIFE YOU CAN SAVE 975 WARD RD SEQUIM WA 98382 N/A PC All Charities Fund 50000 LOTUS NETWORK FKA INTL 77 CHARLOU CIR CHERRY HL VLG CO 80111 N/A PC General & Unrestricted 15000 MAKE-A-WISH FOUNDATION OF COLORADO INC 7951 E MAPLEWOOD AVE STE 126 GREENWOOD VILLAGE CO 80111 N/A PC General & Unrestricted 15000 MINDS MATTER PO BOX 48162 DENVER CO 80204 N/A PC Expansion to Northern Colorado - Miles for Minds campaign 20000 MOVEMBER FOUNDATION PO BOX 1595 CULVER CITY CA 90232 N/A PC General & Unrestricted 2500 MOVING TRADITIONS 8380 OLD YORK RD STE 4300 ELKINS PARK PA 19027 N/A PC Colorado Programming 10000 NATIONAL JEWISH HEALTH 1400 JACKSON ST DENVER CO 80206 N/A PC General & Unrestricted 5000 QUEENS COLLEGE FOUNDATION INC 6530 KISSENA BLVD FLUSHING NY 11367 N/A PC General & Unrestricted 5000 RAMAH IN THE ROCKIES 5600 S QUEBEC ST SUITE 250-C GREENWOOD VILLAGE CO 80111 N/A PC MESH-EE fund 5000 RAMAH IN THE ROCKIES 5600 S QUEBEC ST SUITE 250-C GREENWOOD VILLAGE CO 80111 N/A PC Equestrian Program 10000 ROSE COMMUNITY FOUNDATION 4500 CHERRY CREEK DR S STE 900 DENVER CO 80246 N/A PC Bender Family Donor Advised Fund 200000 SHALOM PARK 14800 E BELLEVIEW DR AURORA CO 80015 N/A PC CARE PARTNER EDUCATION AND SIMULATIOn software program 10000 SMILING GOAT RANCH INC 271 WILLOW LN CARBONDALE CO 81623 N/A PC General & Unrestricted 5000 SOUTHEAST CENTER FOR JUDAISM INC 9550 E BELLEVIEW AVE GREENWOOD VLG CO 80111 N/A PC Jewish Outreach Initiative 3600 TEMPLE SINAI 3509 S GLENCOE ST DENVER CO 80237 N/A PC Preschool and Religious School 10000 THE ASPEN INSTITUTE INC 1000 NORTH THIRD ST ASPEN CO 81611 N/A PC Society of Fellows program 3500 TOGETHER RISING 800 WEST BROAD ST 6409 FALLS CHURCH VA 22040 N/A PC Texas crisis program 10000 UNIVERSITY OF COLORADO FOUNDATION 914 BROADWAY 95 UCB BOULDER CO 80309 N/A PC Program in Jewish Studies 50000 UNIVERSITY OF COLORADO FOUNDATION PO BOX 17126 DENVER CO 80217 N/A PC Greenberg Family Leeds Scholarship Fund 16000 WE DONT WASTE INC 5971 BROADWAY DENVER CO 80216 N/A PC Matching Grant for May 10000 WE DONT WASTE INC 5971 BROADWAY DENVER CO 80216 N/A PC General & Unrestricted 10000 809600 14 642 14 414650 18 2280629 K-1 Inc/Loss 525990 -631 14 52 -631 2695973 2695342 false false false false false false false false false false X X 1 David Ickovic 40 Iverness Dr East Suite 100 Englewood CO 80112 21500 X Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. ABBVIE INC NOTE CALL - 2.850% 20087 20445 AIR LEASE CORP MTN - 2.300% - 19793 20275 AMAZON COM INC - 0.800% - 06/0 20001 19771 AMERICAN HOMES 4 RENT L P NOTE 9851 9800 AMERICAN HONDA FIN CORP SER A 20004 19754 AMGEN INC - 2.200% - 02/21/202 20314 20484 ANHEUSER BUSCH - 4.750% - 01/2 21478 23298 ANTHEM INC - 2.375% - 01/15/20 21006 20629 APPLE INC - 1.800% - 09/11/202 30145 30656 ASTRAZENECA FINANCE LLC NOTE - 15017 14809 AT&T INC - 1.650% - 02/01/2028 35265 34287 BANK OF AMERICA - 3.950% - 04/ 31392 32078 BANK OF MONTREAL MTN - 3.300% 30574 31394 BANK OF NOVA SCOTIA - 1.950% - 25288 25291 BLACK HILLS CORP - 3.050% - 10 14948 15577 BP CAP MKTS P L C - 2.500% - 1 5141 5081 BRISTOL-MYERS SQUIBB CO - 0.75 14941 14608 BROADCOM INC SER B - 4.700% - 22805 21875 CATERPILLAR FINL SVCS S BE MTN 14966 14645 CITIGROUP INC NOTE - 4.400% - 43132 43575 COOPERATIEVE CENTRALE RAIFFEIS 30912 32308 COSTCO - 1.600% - 04/20/2030 24790 24245 CREDIT SUISSE GRP FDG GUERNSEY 26802 26528 CVS HEALTH CORP - 1.300% - 08/ 19712 19402 DISCOVERY COMMUNICATIONS LLC B 21666 22290 DISNEY WALT CO - 2.650% - 01/1 21192 20828 DOWDUPONT - 4.205% - 11/15/202 15732 15864 EBAY INC - 1.900% - 03/11/2025 20383 20232 FISERV INC NOTE CALL MAKE WHOL 21279 21528 GENERAL DYNAMICS CORP NOTE - 1 19978 19826 GENERAL MLS INC - 3.598% - 10/ 10085 10132 GLAXOSMITHKLINE CAP INC - 3.37 25734 25891 GOLDMAN SACHS GROUP INC NOTE - 30000 29895 HSBC HOLDING PLC - 2.251% - 11 15000 15031 HUMANA INC NOTE CALL MAKE WHOL 9993 9949 JOHN DEERE CAPITAL CORP - 1.05 19967 19656 JPMORGAN CHASE & CO - 3.375% - 30674 30930 LLOYDS BANKING GROUP - 2.907% 25123 25403 LOWES COS INC - 1.300% - 04/15 19789 19183 MCCORMICK &CO INC NOTE CALL MA 19602 19330 MICROSOFT CORP - 3.125% - 11/0 36615 37336 MORGAN STANLEY FR - 4.875% - 1 37172 36181 NISOURCE FINANCE CORP NOTE - 3 10008 10741 ONEOK INC - 4.000% - 07/13/202 10092 10811 ONTARIO PROV CDA - 3.400% - 10 24969 26135 ORACLE CORP NOTE CALL MAKE WHO 30352 30715 PACCAR FINANCIAL CORP MTN - 0. 14983 14799 PARKER HANNIFIN CORP - 2.700% 14993 15500 PUBLIC SERVICE ENTERPRISE GROU 10153 10141 ROYAL BANK OF CANADA - 4.650% 32589 33286 RYDER - 4.625% - 06/01/2025 11489 10973 SANTANDER UK PLC - 2.100% - 01 20140 20288 SHIRE ACQUISITIONS - 3.200% - 20007 21225 SOUTHWESTERN ELEC PWR - 4.100% 15758 16603 SPECTRA ENERGY PARTNER - 3.500 15348 15774 SUMITOMO MITSUI FINANCIAL GROU 15231 15185 T MOBILE USA - 3.750% - 04/15/ 21910 21671 TARGET CORP - 2.250% - 04/15/2 15328 15464 TJX COS INC - 1.150% - 05/15/2 24737 24097 TOTAL SYS SVCS INC - 4.000% - 15453 15583 TOYOTA MOTOR CREDIT CORP - 2.0 20213 20468 UDR INC MEDIUM TERM NTS - 2.95 9656 10393 UNITEDHEALTH GROUP INC - 1.150 19965 19795 VERIZON COMMUNICATIONS INC - 2 38061 41666 ABCAM ADR 17319 20489 ADIDAS AG 28763 28800 AIA GROUP LTD ADR 28109 29837 APPLIED FIN EXPLORER FUND INST 36030 35430 APPLIED FIN SELECT FUND INSTL 100030 101213 ASML HOLDING NV NY REG SHS 23717 63691 BNY MELLON INSTL S&P 500 STOCK 5134737 7258733 BNY MELLON INTL STOCK INDEX FD 294742 331270 BNY MELLON MIDCAP INDEX FD 1004849 1387710 CANADIAN NATL RAILWAY CO 30340 34769 CHR HANSEN HOLDINGS 31989 27158 CLP HOLDINGS LTD 26831 27088 COLOPLAST AS ADR 38426 49495 COMPASS GROUP PLC ADR 30226 34144 CSL LTD 26658 30576 DAIKIN INDS LTD ADR 24295 38069 DASSAULT SYS SA SPN ADR 26725 50728 DFA COMMODITY STRATEGY PORTFOL 37000 36844 DFA DIMENSIONAL INTERNATIONAL 84805 84393 DFA EMERGING MARKETS CORE EQ P 488647 518030 DFA GLOBAL REAL ESTATE SECURIT 18639 18833 DFA INTERNATIONAL SMALL CO POR 21245 20151 DIAGEO PLC ADS 24419 36984 DIMENSIONAL U S EQUITY ETF 40061 40171 DREYFUS SMALLCAP STOCK INDEX F 1158755 1454225 EXPERIAN GROUP LTD S/ADR 23454 34517 FANUC LIMITED UNSPONSORED 26874 29593 FIDELITY U.S. BOND INDEX FUND 99250 99499 GIVAUDAN SA UNSP/ADR 24534 36719 HANG LUNG PROPERTIES-SP ADR 25010 21966 HOTCHKIS & WILEY HIGH YLD-I 506124 549603 HOYA CORP SPONS ADR 25135 33354 INDUSTRIA DE DISENO 28128 31247 INTERNATIONAL HIGH REL PROFIT 35388 35077 ISHARES MSCI EAFE SMALL CAP IN 633217 624773 ISHARES S&P 500 INDEX FD 657144 653476 ISHARES TR S & P MIDCAP 400 IN 208418 208064 JARDINE MATHESON UNS/ADR 28350 30962 KONE OYJ ADR B SHS 30900 33963 L'AIR LIQUIDE ADR OTC 32816 41495 L'OREAL ADR 21809 37214 LONZA GROUP AG UNSP/ADR 15084 15030 LVMH MOET HENN UNSP 28431 57925 MAKITA CORP 20430 25596 MERCK KGAA SPON ADR EACH REPR 26338 38554 MURATA MFG INC UNSP/ADR 25721 36708 NESTLE S.A 32257 40567 NOVARTIS AG ADR 27110 27990 NOVO NORDISK A S 30912 59360 NOVOZYMES A/S UNSP/ADR 19642 32417 PACIFIC FUNDS FLOATING RATE IN 718907 728279 PERFORMANCE TRUST TOTAL RETURN 99250 99119 PRUDENTIAL PLC SC 22886 19625 RATIONAL SPECIAL SITUATIONS IN 49625 49399 ROCHE HOLDING LTD ADR 31975 42386 SAP AKTIENGESELL ADS 28389 30964 SGS SA UNSP ADR 25083 34496 SHIN-ETSU CHEMICAL C 26215 40815 SMC CORPORATION 31324 43379 SMITH & NEPHEW PLC ADR 27726 21811 STONE HARBOR EMERGING MARKETS 319193 312416 SYSMEX CORP UNSP ASDR 23158 44728 TAIWAN SEMICONDUCTOR MFG CO LT 26665 55222 TCW EMERGING MARKETS INCOME FU 319000 310506 TOTAL FINA ELF S.A 21074 23246 UNILEVER PLC AMER 32005 29585 VAN ECK CM COMMODITY INDEX FD 156216 169603 VANGUARD FTSE EMERGING MARKETS 456746 462698 VANGUARD SF REIT ETF 154316 221115 VANGUARD SM-CAP ETF 151590 151427 VIRTUS EMERGING MARKETS OPPTS 564989 463372 1639712 1637880 70615 71572 FUGIO FUND XI PE, LP 112184 136871 FUGIO PRIVATE EQUITY FD XI VC, 189190 221034 HAMILTON LANE PVT ASSETS FD 100000 101503 MILLENNIUM - INTERNATIONAL HED 25000 25000 Administrative Fees 52632 52632 Bank Charges 1513 1513 K-1 Exp FUGIO FUND XI PE, LP 9894 9687 K-1 Exp FUGIO PRIVATE EQUITY F 10518 10518 K-1 Inc/Loss FUGIO FUND XI PE, LP -594 37 K-1 Inc/Loss FUGIO PRIVATE EQUITY FD XI VC, LP 15 15 Investment Management Services 129363 129363 990-PF Estimated Tax for 2021 6700 990-PF Extension for 2020 100 Foreign Tax Paid 4433 4433