Civic Intelligence

Bruce & Anne Bundy Foundation Tr 113093 22114739

990T • Fiscal year 2025 • EIN 94-6659802

Sep 01, 2024 to Aug 31, 2025 • Filed on Jan 13, 2026

PO Box 0634Milwaukee, WI 53201-0634

(888) 265-7962

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $8,634,648Liabilities 2011: $02011Assets 2012: $8,292,709Liabilities 2012: $02012Assets 2013: $8,183,019Liabilities 2013: $02013Assets 2014: $8,147,369Liabilities 2014: $02014Assets 2015: $8,098,073Liabilities 2015: $02015Assets 2020: $7,196,508Liabilities 2020: $0Net Assets 2020: $7,196,5082020Assets 2021: $7,252,318Liabilities 2021: $0Net Assets 2021: $7,252,3182021Assets 2022: $7,202,644Liabilities 2022: $0Net Assets 2022: $7,202,6442022Assets 2023: $7,474,215Liabilities 2023: $0Net Assets 2023: $7,474,2152023Assets 2024: $7,582,577Liabilities 2024: $0Net Assets 2024: $7,582,5772024Assets 2025: $7,401,759Liabilities 2025: $0Net Assets 2025: $7,401,7592025

Latest loaded filing

2025

Assets$7,401,759
Liabilities$0
Net Assets$7,401,759

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $302,261Expenses 2011: $480,837Net Income 2011: -$178,5762011Revenue 2012: $167,582Expenses 2012: $507,762Net Income 2012: -$340,1802012Revenue 2013: $383,399Expenses 2013: $492,065Net Income 2013: -$108,6662013Revenue 2014: $486,374Expenses 2014: $516,000Net Income 2014: -$29,6262014Revenue 2015: $472,034Expenses 2015: $517,509Net Income 2015: -$45,4752015Revenue 2020: $391,005Expenses 2020: $541,726Net Income 2020: -$150,7212020Revenue 2021: $630,372Expenses 2021: $572,728Net Income 2021: $57,6442021Revenue 2022: $582,118Expenses 2022: $629,708Net Income 2022: -$47,5902022Revenue 2023: $888,497Expenses 2023: $611,802Net Income 2023: $276,6952023Revenue 2024: $693,344Expenses 2024: $584,568Net Income 2024: $108,7762024Revenue 2025: $447,850Expenses 2025: $644,052Net Income 2025: -$196,2022025

Latest loaded filing

2025

Revenue$447,850
Expenses$644,052
Net Income-$196,202
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 13, 2026
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Bundy Foundation
EIN
94-6659802
Phone
8882657962
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8882657962
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix64 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990T/BooksInCareOfDetail/PhoneNum08882657962
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt060 LIVINGSTON AVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAINT PAUL
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd055107
IRS990T/BookValueAssetsEOYAmt07401759
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1460
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-1460
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-1460
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0ENTERPRISE PRODUCTS PARTNERS, L.P.
IRS990TScheduleA/UBIBeforeNOLDedAmt0-1460
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-1460
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08882657962
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUNDY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BUND
ReturnHeader/Filer/EIN0946659802
ReturnHeader/Filer/PhoneNum08882657962
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-13T11:01:31-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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