Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
HUNTER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)781 KEITHLEY DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREAT FALLS, VA22066
A Employer identification number

54-1525152
B Telephone number (see instructions)

(703) 471-6870
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,089,411J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 36,440 36,440 36,440
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,718
b Gross sales price for all assets on line 6a 417,411
7 Capital gain net income (from Part IV, line 2)... 55,718
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 92,158 92,158 36,440
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,650 2,650 2,650  
c Other professional fees (attach schedule).... Click to see attachment 20,725 20,725 20,725  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,210 1,210 1,210  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 800 800 800  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,385 25,385 25,385 0
25 Contributions, gifts, grants paid....... 65,000 65,000
26 Total expenses and disbursements. Add lines 24 and 25 90,385 25,385 25,385 65,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,773
b Net investment income (if negative, enter -0-) 66,773
c Adjusted net income (if negative, enter -0-)... 11,055
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   1  
2 Savings and temporary cash investments......... 40,251 27,206 32,205
3 Accounts receivable bullet8,295
Less: allowance for doubtful accounts bullet   8,295 8,295 8,295
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 17,158 Click to see attachment26,007 26,150
b Investments—corporate stock (attach schedule)....... 603,489 Click to see attachment605,995 643,977
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 326,539 Click to see attachment321,567 378,784
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 995,732 989,071 1,089,411
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 995,732 989,071
30 Total net assets or fund balances (see instructions)..... 995,732 989,071
31 Total liabilities and net assets/fund balances (see instructions). 995,732 989,071
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
995,732
2
Enter amount from Part I, line 27a .....................
2
1,773
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
997,505
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,434
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
989,071
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 5 AGCO CORPORATION P 2014-02-12 2018-10-19
b 29 AGCO CORPORATION P 2013-09-05 2018-10-19
c 6 AGCO CORPORATION P 2018-07-13 2018-10-19
d 10 AGCO CORPORATION P 2016-07-06 2018-10-19
e 1 AGCO CORPORATION P 2016-08-22 2018-10-19
15 AGCO CORPORATION P 2014-08-13 2018-10-19
5 AGCO CORPORATION P 2014-09-16 2018-10-19
9 BRINKS COMPANY P 2018-09-12 2018-10-19
4 BRINKS COMPANY P 2018-05-24 2018-10-19
7 BRINKS COMPANY P 2018-02-09 2018-10-19
5 BRINKS COMPANY P 2018-02-07 2018-10-19
7 BRINKS COMPANY P 2017-11-14 2018-10-19
9 BRINKS COMPANY P 2018-02-07 2018-10-19
6 BRINKS COMPANY P 2018-02-06 2018-10-19
7 BRINKS COMPANY P 2018-02-05 2018-10-19
9 BRINKS COMPANY P 2017-12-19 2018-10-19
8 BRINKS COMPANY P 2017-11-15 2018-10-19
6 BRINKS COMPANY P 2018-09-28 2018-10-19
1 BRINKS COMPANY P 2018-10-12 2018-10-19
2 BRINKS COMPANY P 2018-10-15 2018-10-19
5 BRINKS COMPANY P 2018-10-16 2018-10-19
6 BRINKS COMPANY P 2017-12-01 2018-10-19
1 BRINKS COMPANY P 2017-12-04 2018-10-19
11 BRINKS COMPANY P 2018-03-23 2018-10-19
3 BROADRIDGE FINL SOLUTIONS INCORPORATED P 2016-08-22 2018-10-19
15 BROADRIDGE FINL SOLUTIONS INCORPORATED P 2014-04-08 2018-10-19
8 BROADRIDGE FINL SOLUTIONS INCORPORATED P 2013-10-07 2018-10-19
5 BROADRIDGE FINL SOLUTIONS INCORPORATED P 2014-08-13 2018-10-19
3 CENTENE CORPORATION DEL P 2016-11-09 2018-10-19
5 CENTENE CORPORATION DEL P 2016-08-22 2018-10-19
5 CENTENE CORPORATION DEL P 2015-11-20 2018-10-19
4 CENTENE CORPORATION DEL P 2016-11-11 2018-10-19
6 CENTENE CORPORATION DEL P 2016-12-08 2018-10-19
10 CENTENE CORPORATION DEL P 2015-10-02 2018-10-19
8 CENTENE CORPORATION DEL P 2015-04-30 2018-10-19
3 CENTENE CORPORATION DEL P 2016-10-11 2018-10-19
10 CLEAN HARBORS INCORPORATED P 2015-08-05 2018-10-19
10 CLEAN HARBORS INCORPORATED P 2014-10-07 2018-10-19
15 CLEAN HARBORS INCORPORATED P 2014-11-06 2018-10-19
5 CLEAN HARBORS INCORPORATED P 2015-11-05 2018-10-19
7 CLEAN HARBORS INCORPORATED P 2016-09-13 2018-10-19
4 CLEAN HARBORS INCORPORATED P 2018-02-08 2018-10-19
5 CLEAN HARBORS INCORPORATED P 2017-12-05 2018-10-19
6 CLEAN HARBORS INCORPORATED P 2017-08-14 2018-10-19
10 CLEAN HARBORS INCORPORATED P 2014-07-25 2018-10-19
10 CLEAN HARBORS INCORPORATED P 2014-02-28 2018-10-19
3 CLEAN HARBORS INCORPORATED P 2016-11-04 2018-10-19
12 COMMSCOPE HLDG COMPANY INCORPORATED P 2018-06-14 2018-10-19
7 COMMSCOPE HLDG COMPANY INCORPORATED P 2018-05-11 2018-10-19
38 COMMSCOPE HLDG COMPANY INCORPORATED P 2017-10-26 2018-10-19
21 COMMSCOPE HLDG COMPANY INCORPORATED P 2017-11-10 2018-10-19
21 COMMSCOPE HLDG COMPANY INCORPORATED P 2018-05-01 2018-10-19
30 DARLING INGREDIENTS INCORPORATED P 2015-03-06 2018-10-19
20 DARLING INGREDIENTS INCORPORATED P 2015-02-10 2018-10-19
15 DARLING INGREDIENTS INCORPORATED P 2015-03-11 2018-10-19
68 DARLING INGREDIENTS INCORPORATED P 2013-12-13 2018-10-19
26 DARLING INGREDIENTS INCORPORATED P 2017-09-28 2018-10-19
10 DARLING INGREDIENTS INCORPORATED P 2015-05-08 2018-10-19
11 DARLING INGREDIENTS INCORPORATED P 2017-02-07 2018-10-19
10 DARLING INGREDIENTS INCORPORATED P 2015-08-10 2018-10-19
30 DARLING INGREDIENTS INCORPORATED P 2015-08-11 2018-10-19
5 DARLING INGREDIENTS INCORPORATED P 2017-01-25 2018-10-19
7 DARLING INGREDIENTS INCORPORATED P 2017-01-19 2018-10-19
10 DARLING INGREDIENTS INCORPORATED P 2017-01-11 2018-10-19
6 DARLING INGREDIENTS INCORPORATED P 2016-12-28 2018-10-19
35 DARLING INGREDIENTS INCORPORATED P 2015-11-11 2018-10-19
19 DARLING INGREDIENTS INCORPORATED P 2016-11-16 2018-10-19
11 DARLING INGREDIENTS INCORPORATED P 2016-12-15 2018-10-19
13 DARLING INGREDIENTS INCORPORATED P 2016-12-16 2018-10-19
45 DARLING INGREDIENTS INCORPORATED P 2015-04-16 2018-10-19
4 DIEBOLD NXDF INCORPORATED P 2017-10-24 2018-10-19
31 DIEBOLD NXDF INCORPORATED P 2017-07-10 2018-10-19
20 DIEBOLD NXDF INCORPORATED P 2017-08-01 2018-10-19
14 DIEBOLD NXDF INCORPORATED P 2017-08-16 2018-10-19
11 DIEBOLD NXDF INCORPORATED P 2017-10-11 2018-10-19
13 DIEBOLD NXDF INCORPORATED P 2017-10-23 2018-10-19
86 DIEBOLD NXDF INCORPORATED P 2017-07-05 2018-10-19
11 DYCOM INDUSTRIES INCORPORATED P 2017-09-29 2018-10-19
3 DYCOM INDUSTRIES INCORPORATED P 2018-08-01 2018-10-19
10 DYCOM INDUSTRIES INCORPORATED P 2018-08-13 2018-10-19
4 DYCOM INDUSTRIES INCORPORATED P 2018-08-14 2018-10-19
3 DYCOM INDUSTRIES INCORPORATED P 2017-10-02 2018-10-19
10 DYCOM INDUSTRIES INCORPORATED P 2018-07-26 2018-10-19
2 DYCOM INDUSTRIES INCORPORATED P 2018-06-22 2018-10-19
3 DYCOM INDUSTRIES INCORPORATED P 2018-06-18 2018-10-19
3 DYCOM INDUSTRIES INCORPORATED P 2018-06-07 2018-10-19
6 DYCOM INDUSTRIES INCORPORATED P 2018-05-24 2018-10-19
4 DYCOM INDUSTRIES INCORPORATED P 2017-12-11 2018-10-19
4 DYCOM INDUSTRIES INCORPORATED P 2017-10-12 2018-10-19
11 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2017-12-18 2018-10-19
9 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2018-02-27 2018-10-19
10 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2018-10-08 2018-10-19
31 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2017-10-03 2018-10-19
17 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2017-11-07 2018-10-19
34 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2017-11-02 2018-10-19
25 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2018-10-05 2018-10-19
30 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2017-10-23 2018-10-19
33 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2017-11-08 2018-10-19
30 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2017-09-22 2018-10-19
31 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2017-09-25 2018-10-19
16 EXTENDED STAY AMER INC SHS 1 COM 1 CLASS B P 2017-11-13 2018-10-19
10 FLOWSERVE CORPORATION P 2015-06-02 2018-10-19
16 FLOWSERVE CORPORATION P 2017-08-16 2018-10-19
5 FLOWSERVE CORPORATION P 2014-12-30 2018-10-19
5 FLOWSERVE CORPORATION P 2014-11-19 2018-10-19
10 FLOWSERVE CORPORATION P 2014-07-23 2018-10-19
5 FLOWSERVE CORPORATION P 2014-05-13 2018-10-19
5 FLOWSERVE CORPORATION P 2015-03-24 2018-10-19
19 FLOWSERVE CORPORATION P 2013-09-05 2018-10-19
7 FORTINET INCORPORATED P 2018-10-19 2018-12-11
14 HANESBRANDS INCORPORATED P 2016-09-29 2018-10-19
17 HANESBRANDS INCORPORATED P 2016-12-07 2018-10-19
10 HANESBRANDS INCORPORATED P 2016-04-05 2018-10-19
20 HANESBRANDS INCORPORATED P 2015-08-11 2018-10-19
18 HANESBRANDS INCORPORATED P 2018-03-21 2018-10-19
16 HANESBRANDS INCORPORATED P 2018-03-23 2018-10-19
28 HANESBRANDS INCORPORATED P 2018-08-30 2018-10-19
60 HANESBRANDS INCORPORATED P 2013-09-24 2018-10-19
34 HANESBRANDS INCORPORATED P 2013-09-05 2018-10-19
13 HANESBRANDS INCORPORATED P 2017-02-15 2018-10-19
10 HANESBRANDS INCORPORATED P 2016-12-20 2018-10-19
6 HANESBRANDS INCORPORATED P 2016-08-22 2018-10-19
10 HANESBRANDS INCORPORATED P 2016-06-20 2018-10-19
18 HANESBRANDS INCORPORATED P 2016-12-01 2018-10-19
34 HANESBRANDS INCORPORATED P 2018-08-03 2018-10-19
16 IDEX CORPORATION P 2013-09-05 2018-10-19
45 KNOWLES CORPORATION P 2015-08-20 2018-10-19
22 KNOWLES CORPORATION P 2018-04-17 2018-10-19
19 KNOWLES CORPORATION P 2018-03-27 2018-10-19
35 KNOWLES CORPORATION P 2015-06-24 2018-10-19
26 KNOWLES CORPORATION P 2015-06-01 2018-10-19
21 KNOWLES CORPORATION P 2017-08-07 2018-10-19
31 KNOWLES CORPORATION P 2017-07-27 2018-10-19
15 KNOWLES CORPORATION P 2016-01-08 2018-10-19
30 KNOWLES CORPORATION P 2015-12-03 2018-10-19
15 KNOWLES CORPORATION P 2015-10-27 2018-10-19
30 KNOWLES CORPORATION P 2015-07-06 2018-10-19
3 MURPHY USA INCORPORATED P 2015-08-25 2018-10-19
5 MURPHY USA INCORPORATED P 2016-01-28 2018-10-19
2 MURPHY USA INCORPORATED P 2016-08-22 2018-10-19
16 MURPHY USA INCORPORATED P 2017-01-13 2018-10-19
6 MURPHY USA INCORPORATED P 2017-02-01 2018-10-19
5 MURPHY USA INCORPORATED P 2017-09-29 2018-10-19
3 MURPHY USA INCORPORATED P 2018-04-16 2018-10-19
2 MURPHY USA INCORPORATED P 2018-04-17 2018-10-19
13 NEWFIELD EXPL COMPANY P 2017-06-27 2018-10-19
15 NEWFIELD EXPL COMPANY P 2017-07-12 2018-10-19
11 NEWFIELD EXPL COMPANY P 2018-02-05 2018-10-19
13 NEWFIELD EXPL COMPANY P 2018-02-21 2018-10-19
9 NEWFIELD EXPL COMPANY P 2018-03-29 2018-10-19
7 NEWFIELD EXPL COMPANY P 2016-11-07 2018-10-19
1 NEWFIELD EXPL COMPANY P 2016-08-22 2018-10-19
10 NEWFIELD EXPL COMPANY P 2016-01-06 2018-10-19
20 NEWFIELD EXPL COMPANY P 2014-10-14 2018-10-19
10 NEWFIELD EXPL COMPANY P 2014-09-24 2018-10-19
13 NEWFIELD EXPL COMPANY P 2017-05-31 2018-10-19
5 NEWFIELD EXPL COMPANY P 2017-03-06 2018-10-19
55 NEWFIELD EXPL COMPANY P 2013-09-05 2018-10-19
1 NEWFIELD EXPL COMPANY P 2018-09-10 2018-10-19
6 NEWFIELD EXPL COMPANY P 2017-02-28 2018-10-19
12 NEWFIELD EXPL COMPANY P 2017-06-20 2018-10-19
15 NEWFIELD EXPL COMPANY P 2014-08-07 2018-10-19
20 NEWFIELD EXPL COMPANY P 2014-01-03 2018-10-19
2 PENTAIR PLC SHS (IRELAND) P 2017-09-28 2018-10-19
6 PENTAIR PLC SHS (IRELAND) P 2016-11-29 2018-10-19
15 PENTAIR PLC SHS (IRELAND) P 2014-08-01 2018-10-19
27 PENTAIR PLC SHS (IRELAND) P 2013-09-05 2018-10-19
5 POLARIS INDUSTRIES INCORPORATED P 2016-01-27 2018-10-19
5 POLARIS INDUSTRIES INCORPORATED P 2016-05-09 2018-10-19
2 POLARIS INDUSTRIES INCORPORATED P 2018-02-05 2018-10-19
2 POLARIS INDUSTRIES INCORPORATED P 2017-04-07 2018-10-19
2 POLARIS INDUSTRIES INCORPORATED P 2015-11-20 2018-10-19
4 POLARIS INDUSTRIES INCORPORATED P 2016-08-22 2018-10-19
5 POLARIS INDUSTRIES INCORPORATED P 2016-01-26 2018-10-19
5 POLARIS INDUSTRIES INCORPORATED P 2015-12-02 2018-10-19
5 POLARIS INDUSTRIES INCORPORATED P 2016-06-10 2018-10-19
5 POLARIS INDUSTRIES INCORPORATED P 2016-01-05 2018-10-19
3 SYNEOS HEALTH INCORPORATED CLASS A P 2018-10-19 2018-11-15
4 SYNEOS HEALTH INCORPORATED CLASS A P 2018-10-19 2018-11-19
4 THOR INDUSTRIES INCORPORATED P 2013-09-05 2018-10-19
10 THOR INDUSTRIES INCORPORATED P 2014-01-03 2018-10-19
8 THOR INDUSTRIES INCORPORATED P 2018-07-25 2018-10-19
4 THOR INDUSTRIES INCORPORATED P 2018-04-25 2018-10-19
10 THOR INDUSTRIES INCORPORATED P 2014-06-24 2018-10-19
4 THOR INDUSTRIES INCORPORATED P 2018-04-17 2018-10-19
5 THOR INDUSTRIES INCORPORATED P 2014-07-31 2018-10-19
2 THOR INDUSTRIES INCORPORATED P 2018-04-24 2018-10-19
8 TIMKEN COMPANY P 2018-06-28 2018-10-19
7 TIMKEN COMPANY P 2018-06-27 2018-10-19
1 TIMKEN COMPANY P 2018-04-27 2018-10-19
3 TIMKEN COMPANY P 2016-08-22 2018-10-19
15 TIMKEN COMPANY P 2016-01-08 2018-10-19
10 TIMKEN COMPANY P 2015-08-20 2018-10-19
10 TIMKEN COMPANY P 2015-07-15 2018-10-19
10 TIMKEN COMPANY P 2015-05-20 2018-10-19
5 TIMKEN COMPANY P 2014-07-09 2018-10-19
10 TIMKEN COMPANY P 2014-07-03 2018-10-19
15 TIMKEN COMPANY P 2013-10-25 2018-10-19
5 TIMKEN COMPANY P 2013-10-18 2018-10-19
35 TIMKEN COMPANY P 2013-09-05 2018-10-19
5 TIMKEN COMPANY P 2014-08-13 2018-10-19
9 TRINITY INDUSTRIES INCORPORATED P 2017-05-03 2018-10-19
7 TRINITY INDUSTRIES INCORPORATED P 2014-12-08 2018-10-19
60 TRINITY INDUSTRIES INCORPORATED P 2015-07-22 2018-10-19
15 TRINITY INDUSTRIES INCORPORATED P 2015-09-22 2018-10-19
10 TRINITY INDUSTRIES INCORPORATED P 2015-09-29 2018-10-19
15 TRINITY INDUSTRIES INCORPORATED P 2015-12-18 2018-10-19
15 TRINITY INDUSTRIES INCORPORATED P 2016-06-28 2018-10-19
25 TRINITY INDUSTRIES INCORPORATED P 2016-06-21 2018-10-19
5 WESTERN UN COMPANY P 2013-09-30 2018-10-19
15 WESTERN UN COMPANY P 2013-10-18 2018-10-19
18 WESTERN UN COMPANY P 2017-06-20 2018-10-19
15 WESTERN UN COMPANY P 2013-10-30 2018-10-19
15 WESTERN UN COMPANY P 2013-12-10 2018-10-19
20 WESTERN UN COMPANY P 2014-03-25 2018-10-19
20 WESTERN UN COMPANY P 2014-04-17 2018-10-19
25 WESTERN UN COMPANY P 2015-06-30 2018-10-19
25 WESTERN UN COMPANY P 2015-07-06 2018-10-19
5 WESTERN UN COMPANY P 2016-08-22 2018-10-19
15 WESTERN UN COMPANY P 2017-05-04 2018-10-19
122 WESTERN UN COMPANY P 2013-09-05 2018-10-19
17 WESTROCK COMPANY P 2018-10-10 2018-10-19
13 WESTROCK COMPANY P 2018-06-26 2018-10-19
2 WESTROCK COMPANY P 2016-08-22 2018-10-19
5 WESTROCK COMPANY P 2016-02-09 2018-10-19
18.5 WESTROCK COMPANY P 2013-09-05 2018-10-19
15.6 WESTROCK COMPANY P 2014-01-03 2018-10-19
3.9 WESTROCK COMPANY P 2014-08-13 2018-10-19
15 WESTROCK COMPANY P 2016-01-25 2018-10-19
1 3M COMPANY P 2012-09-21 2018-12-17
1 3M COMPANY P 2012-09-21 2018-10-19
2 ABBOTT LABS P 2014-01-13 2018-12-18
1 ABBOTT LABS P 2014-01-13 2018-12-17
3 ABBOTT LABS P 2014-01-13 2018-10-19
3 ABBOTT LABS P 2014-01-13 2018-05-14
1 ABBVIE INCORPORATED P 2016-08-16 2018-02-01
5 ABBVIE INCORPORATED P 2015-11-24 2018-02-01
3 AIRCASTLE LIMITED (BERMUDA) P 2013-07-29 2018-12-17
4 ALLIANZ SE SP ADR 1/10 SH (GERMANY) P 2015-03-03 2018-12-17
6 ALTRIA GROUP INCORPORATED P 2012-09-21 2018-10-18
2 ALTRIA GROUP INCORPORATED P 2012-09-21 2018-12-17
2 ALTRIA GROUP INCORPORATED P 2012-09-21 2018-12-17
1 AMEREN CORPORATION P 2013-09-26 2018-12-17
1 AMERICAN ELEC PWR COMPANY INCORPORATED P 2017-06-21 2018-12-17
1 AMGEN INCORPORATED P 2016-04-01 2018-02-20
1 APPLE INCORPORATED P 2013-03-28 2018-11-05
7 APPLE INCORPORATED P 2013-09-20 2018-11-05
7 APPLE INCORPORATED P 2013-05-02 2018-11-05
1 APPLE INCORPORATED P 2015-10-05 2018-11-05
1 APPLE INCORPORATED P 2013-03-28 2018-05-14
12 APPLE INCORPORATED P 2013-03-28 2018-11-02
2 APPLE INCORPORATED P 2013-03-28 2018-10-19
1 APPLE INCORPORATED P 2013-03-28 2018-10-18
7 ASTRAZENECA PLC SPONSORED ADR P 2013-08-28 2018-12-17
7 AT&T INCORPORATED P 2012-09-21 2018-10-19
2 AT&T INCORPORATED P 2012-09-21 2018-12-18
3 AT&T INCORPORATED P 2012-09-21 2018-12-17
2 AT&T INCORPORATED P 2012-09-21 2018-12-17
3 AXA SA SPONSORED ADR (FRANCE) P 2015-03-13 2018-12-17
1 AXIS CAPITAL HOLDINGS LIMITED SHS (BERMUDA) P 2016-11-04 2018-12-17
1 AXIS CAPITAL HOLDINGS LIMITED SHS (BERMUDA) P 2016-11-04 2018-12-18
3 BAE SYSTEMS PLC SPONSORED ADR (UNITED KINGDOM) P 2012-09-21 2018-12-17
4 BASF SE SPONSORED ADR (GERMANY) P 2012-09-21 2018-12-18
1 BB&T CORPORATION P 2016-01-11 2018-12-17
2 BCE INCORPORATED COM NEW (CANADA) P 2012-09-21 2018-12-18
2 BLACK HILLS CORPORATION P 2018-04-02 2018-12-19
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1 STARBUCKS CORPORATION P 2018-01-10 2018-12-18
1 STARBUCKS CORPORATION P 2018-01-10 2018-12-17
6 STATOIL ASA SPONSORED ADR (NORWAY) P 2015-03-19 2018-01-05
15 STATOIL ASA SPONSORED ADR (NORWAY) P 2015-03-25 2018-05-08
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2 TOTAL S A SPONSORED ADS (FRANCE) P 2012-09-21 2018-10-19
2 TOTAL S A SPONSORED ADS (FRANCE) P 2012-09-21 2018-10-18
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1 UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) P 2014-03-31 2018-12-18
1 UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) P 2014-03-31 2018-10-19
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1 UNION PACIFIC CORPORATION P 2015-04-17 2018-10-19
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6 UNION PACIFIC CORPORATION P 2015-04-17 2018-06-04
1 UNION PACIFIC CORPORATION P 2015-04-17 2018-10-18
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1 US BANCORP DEL COM NEW P 2013-01-14 2018-10-19
6 VALERO ENERGY CORPORATION NEW P 2016-10-10 2018-04-16
1 VALERO ENERGY CORPORATION NEW P 2016-10-10 2018-12-17
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1 WALMART INCORPORATED P 2013-08-05 2018-12-17
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4 WELLS FARGO COMPANY NEW P 2012-10-03 2018-12-17
4 WELLS FARGO COMPANY NEW P 2012-10-03 2018-03-07
1 WELLS FARGO COMPANY NEW P 2012-10-03 2018-12-17
4 WELLS FARGO COMPANY NEW P 2012-10-03 2018-10-19
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1 WELLTOWER INCORPORATED REIT P 2012-12-31 2018-12-17
1 WELLTOWER INCORPORATED REIT P 2012-12-31 2018-10-19
4 WESTPAC BKG CORPORATION SPONSORED ADR (AUSTRALIA) P 2012-09-21 2018-12-18
1 WEYERHAEUSER COMPANY P 2015-05-29 2018-12-18
1 WEYERHAEUSER COMPANY P 2015-05-29 2018-10-19
4 WEYERHAEUSER COMPANY P 2015-05-14 2018-02-20
10 WEYERHAEUSER COMPANY P 2015-05-14 2018-10-16
23 WEYERHAEUSER COMPANY P 2015-06-03 2018-12-18
19 WEYERHAEUSER COMPANY P 2015-05-29 2018-10-16
5.652 AMERICAN MUTUAL FUND CLASS F2 - AMERICAN FUNDS N/L P 2012-01-09 2018-07-30
26.064 AMERICAN MUTUAL FUND CLASS F2 - AMERICAN FUNDS N/L P 2012-01-09 2018-02-02
18.865 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2011-09-21 2018-02-02
101.995 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2014-08-21 2018-07-30
23.83 CHAMPLAIN MID CAP FUND ADVISOR CLASS N/L P 2012-01-11 2018-02-02
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54.032 CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I N/L P 2011-03-08 2018-02-02
10.696 CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I N/L P 2011-03-08 2018-07-30
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11.679 JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I N/L P 2014-02-10 2018-02-02
31.034 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-12-16 2018-05-14
3.314 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2013-12-13 2018-05-14
22.703 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2013-12-13 2018-05-14
4.698 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-12-14 2018-05-14
7.119 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-08-01 2018-05-14
6.837 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-07-02 2018-05-14
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243.963 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-01-19 2018-05-14
16.579 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-02-01 2018-05-14
14.921 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-03-01 2018-05-14
6.085 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-05-01 2018-05-14
186.364 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-03-08 2018-05-14
13.755 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-11-01 2018-05-14
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4.679 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2013-03-01 2018-05-14
4.661 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2014-10-01 2018-05-14
4.565 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2013-10-01 2018-05-14
5.045 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2013-09-03 2018-05-14
1.28 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-12-14 2018-05-14
4.842 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-12-03 2018-05-14
14.963 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-10-03 2018-05-14
7.351 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-04-02 2018-05-14
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4.926 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-10-01 2018-05-14
7.106 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-09-04 2018-05-14
6.074 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2014-01-02 2018-05-14
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19.725 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-09-01 2018-05-14
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18.922 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-05-02 2018-05-14
4.788 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2013-04-01 2018-05-14
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19.022 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-12-16 2018-05-14
6.556 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-02-01 2018-05-14
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4.45 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2014-06-02 2018-05-14
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7.97 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2012-01-03 2018-05-14
17.365 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-07-01 2018-05-14
18.772 JPMORGAN HIGH YIELD FUND CLASS I N/L P 2011-06-01 2018-05-14
48.2 JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS I N/L P 2012-08-08 2018-02-02
12.315 JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS I N/L P 2012-08-08 2018-07-30
69.227 LOOMIS SAYLES GROWTH FUND CLASS Y N/L - NATIXIS ADVISOR P 2013-07-18 2018-02-02
18.152 LOOMIS SAYLES GROWTH FUND CLASS Y N/L - NATIXIS ADVISOR P 2013-07-18 2018-07-30
75.066 METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I N/L P 2014-08-19 2018-07-30
92.781 MFS RESEARCH FUND CLASS A M/F P 2011-03-08 2018-05-14
23.97 MFS RESEARCH FUND CLASS A M/F P 2010-07-26 2018-02-02
7.45 MFS RESEARCH FUND CLASS A M/F P 2011-03-08 2018-02-02
10.514 MFS RESEARCH FUND CLASS A M/F P 2011-12-19 2018-05-14
13.32 MFS RESEARCH FUND CLASS A M/F P 2012-08-06 2018-05-14
7.865 MFS RESEARCH FUND CLASS A M/F P 2010-12-20 2018-02-02
12.248 MFS RESEARCH FUND CLASS I N/L P 2012-08-06 2018-07-30
2.589 PGIM ABSOLUTE RETURN BOND FUND CLASS Z N/L P 2014-12-01 2018-05-14
2.743 PGIM ABSOLUTE RETURN BOND FUND CLASS Z N/L P 2015-01-02 2018-05-14
3.721 PGIM ABSOLUTE RETURN BOND FUND CLASS Z N/L P 2015-02-17 2018-05-14
2.704 PGIM ABSOLUTE RETURN BOND FUND CLASS Z N/L P 2015-02-02 2018-05-14
3.602 PGIM ABSOLUTE RETURN BOND FUND CLASS Z N/L P 2014-11-28 2018-05-14
639.046 PGIM ABSOLUTE RETURN BOND FUND CLASS Z N/L P 2014-10-27 2018-05-14
0.268 PGIM ABSOLUTE RETURN BOND FUND CLASS Z N/L P 2014-11-03 2018-05-14
28.131 PIMCO TOTAL RETURN FUND CLASS I2 N/L P 2017-11-13 2018-07-30
10.023 T. ROWE PRICE SMALL CAP VALUE FUND ADVISOR CLASS N/L P 2009-03-23 2018-02-02
14.42 T. ROWE PRICE SMALL CAP VALUE FUND INVESTOR CLASS N/L P 2009-03-23 2018-07-30
48.245 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2010-07-26 2018-02-02
12.465 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2010-12-22 2018-02-02
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1 ADOBE INCORPORATED P 2017-03-28 2018-01-30
8 AETNA INCORPORATED NEW P 2013-06-19 2018-11-28
5 AETNA INCORPORATED NEW P 2013-06-19 2018-03-21
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11 APPLIED MATLS INCORPORATED P 2016-07-08 2018-03-28
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15 APPLIED MATLS INCORPORATED P 2016-09-14 2018-09-05
11 APPLIED MATLS INCORPORATED P 2016-07-08 2018-05-22
1 APPLIED MATLS INCORPORATED P 2016-07-08 2018-06-18
15 APPLIED MATLS INCORPORATED P 2016-07-13 2018-06-18
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36 BANK AMER CORPORATION P 2016-10-05 2018-12-11
12 BANK NEW YORK MELLON CORPORATION P 2017-08-03 2018-07-11
1 BANK NEW YORK MELLON CORPORATION P 2017-07-21 2018-07-11
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0.378 CVS HEALTH CORPORATION P 2017-11-10 2018-12-07
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1 CVS HEALTH CORPORATION P 2012-12-03 2018-11-26
1 CVS HEALTH CORPORATION P 2012-12-03 2018-04-26
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22 D R HORTON INCORPORATED P 2017-01-25 2018-10-24
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14 D R HORTON INCORPORATED P 2017-01-25 2018-10-18
1 DANAHER CORPORATION P 2017-03-03 2018-07-27
3 DEERE & COMPANY P 2017-06-23 2018-07-25
1 DEERE & COMPANY P 2017-06-23 2018-01-30
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10 E TRADE FINANCIAL CORPORATION COM NEW P 2018-03-14 2018-09-13
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6 ELECTRONIC ARTS INCORPORATED P 2015-08-05 2018-09-05
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8 ENTERGY CORPORATION NEW P 2017-10-13 2018-02-06
1 EOG RES INCORPORATED P 2016-10-05 2018-11-26
1 EXXON MOBIL CORPORATION P 2015-02-03 2018-10-12
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4 FACEBOOK INCORPORATED CLASS A P 2015-11-05 2018-11-19
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7 GENERAL MTRS COMPANY P 2017-10-24 2018-04-27
17 GENERAL MTRS COMPANY P 2017-10-25 2018-04-27
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11 HOLLYFRONTIER CORPORATION P 2017-09-21 2018-06-12
1 HOLLYFRONTIER CORPORATION P 2017-09-21 2018-11-26
1 HOLLYFRONTIER CORPORATION P 2017-09-21 2018-10-12
1 HOLLYFRONTIER CORPORATION P 2017-09-21 2018-04-26
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5 HP INCORPORATED P 2013-03-12 2018-10-12
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1 JPMORGAN CHASE & COMPANY P 2012-12-03 2018-11-26
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1 LAM RESEARCH CORPORATION P 2017-03-17 2018-07-27
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12 MICROCHIP TECHNOLOGY INCORPORATED P 2017-05-10 2018-02-07
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7 OWENS CORNING NEW P 2016-01-20 2018-05-22
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2000 SOUTHWEST AIRLINES CO. NTS ISIN US844741BB35 2.6500% Due 11/05/2020 Callable 10/05/2020 @ 100.0 P 2016-08-05 2018-07-13
2000 US TREASURY NOTES 1.75% 05/15/2022 1.7500% Due 05/15/2022 P 2015-08-21 2018-11-01
1000 US TREASURY NOTES 1.75% 05/15/2022 1.7500% Due 05/15/2022 P 2014-11-18 2018-11-01
2000 US TREASURY NOTES 2% 11/15/2026 2.0000% Due 11/15/2026 P 2017-09-18 2018-10-10
2000 US TREASURY NOTES 2% 11/15/2026 2.0000% Due 11/15/2026 P 2017-02-03 2018-10-10
2000 US TREASURY NOTES 2.25% 11/15/2027 2.2500% Due 11/15/2027 P 2018-01-17 2018-12-18
1000 US TREASURY NOTES 2.75% 02/15/2028 2.7500% Due 02/15/2028 P 2018-03-05 2018-12-12
1000 US TREASURY NOTES 2.75% 02/15/2028 2.7500% Due 02/15/2028 P 2018-03-05 2018-10-04
2000 US TREASURY NOTES 2.75% 02/15/2028 2.7500% Due 02/15/2028 P 2018-03-02 2018-10-04
1000 US TREASURY NOTES 2.75% 02/15/2028 2.7500% Due 02/15/2028 P 2018-03-06 2018-12-12
2000 US TREASURY NOTES 2.75% 05/31/2023 2.7500% Due 05/31/2023 P 2018-06-27 2018-10-15
2000 US TREASURY NOTES 2.75% 11/15/2023 2.7500% Due 11/15/2023 P 2015-05-15 2018-01-17
1000 US TREASURY NOTES 2.75% 11/15/2023 2.7500% Due 11/15/2023 P 2015-02-19 2018-01-17
0 FREDDIE MAC GROUP #G14922 FHLMC GOLD 15 YR GIANT/CUSIP : 3128MDVP5 P 2013-01-10 2018-06-30
0 FANNIE MAE POOL #AL4898 FNMA CONV INTERMDIEATE TERM 15 YR/CUSIP: 3138 EMNQ0 P 2013-01-10 2018-06-30
0 JOHN DEERE OWNER TR 2017 A-3/CUSIP 47787ZAC1AC1 P 2013-01-10 2018-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 270   262 8
b 1,565   1,666 -101
c 324   359 -35
d 540   463 77
e 54   49 5
839   712 127
270   232 38
563   645 -82
250   275 -25
438   514 -76
313   378 -65
438   547 -109
563   693 -130
375   489 -114
438   569 -131
563   710 -147
500   615 -115
375   419 -44
63   65 -2
125   126 -1
313   322 -9
375   468 -93
63   79 -16
688   764 -76
351   202 149
1,756   549 1,207
936   255 681
585   201 384
428   166 262
713   353 360
713   288 425
570   206 364
856   342 514
1,426   524 902
1,141   509 632
428   185 243
664   497 167
664   503 161
997   684 313
332   219 113
465   328 137
266   200 66
332   267 65
399   317 82
664   598 66
664   466 198
199   132 67
306   364 -58
179   209 -30
970   1,206 -236
536   710 -174
536   567 -31
597   451 146
398   343 55
299   216 83
1,354   1,292 62
518   449 69
199   142 57
219   137 82
199   125 74
597   372 225
100   61 39
139   86 53
199   126 73
119   79 40
697   353 344
378   259 119
219   148 71
259   178 81
896   644 252
16   84 -68
127   650 -523
82   471 -389
57   290 -233
45   252 -207
53   273 -220
353   1,902 -1,549
819   940 -121
223   262 -39
745   701 44
298   291 7
223   259 -36
745   914 -169
149   195 -46
223   300 -77
223   286 -63
447   537 -90
298   438 -140
298   335 -37
194   201 -7
159   177 -18
177   190 -13
547   620 -73
300   301 -1
600   671 -71
441   472 -31
530   604 -74
583   577 6
530   597 -67
547   615 -68
283   270 13
495   551 -56
793   638 155
248   301 -53
248   329 -81
495   727 -232
248   384 -136
248   287 -39
941   1,111 -170
532   569 -37
227   356 -129
276   378 -102
162   273 -111
325   573 -248
292   346 -54
260   300 -40
455   490 -35
974   933 41
552   516 36
211   272 -61
162   217 -55
97   167 -70
162   267 -105
292   419 -127
552   617 -65
2,123   978 1,145
632   676 -44
309   265 44
267   236 31
492   700 -208
365   500 -135
295   321 -26
436   481 -45
211   197 14
422   489 -67
211   260 -49
422   541 -119
239   149 90
398   273 125
159   147 12
1,275   993 282
478   381 97
398   346 52
239   194 45
159   130 29
305   360 -55
352   409 -57
258   327 -69
305   306 -1
211   220 -9
164   267 -103
23   46 -23
235   298 -63
469   543 -74
235   382 -147
305   422 -117
117   181 -64
1,290   1,316 -26
23   26 -3
141   220 -79
282   349 -67
352   601 -249
469   488 -19
76   89 -13
229   227 2
573   637 -64
1,031   1,116 -85
453   354 99
453   443 10
181   211 -30
181   159 22
181   214 -33
363   371 -8
453   363 90
453   528 -75
453   407 46
453   432 21
149   138 11
198   184 14
302   210 92
756   551 205
605   715 -110
302   404 -102
756   580 176
302   420 -118
378   264 114
151   202 -51
322   349 -27
281   313 -32
40   44 -4
121   100 21
603   406 197
402   321 81
402   349 53
402   407 -5
201   243 -42
402   497 -95
603   545 58
201   212 -11
1,407   1,498 -91
201   231 -30
315   243 72
245   210 35
2,098   1,570 528
525   365 160
350   229 121
525   355 170
525   264 261
874   470 404
91   93 -2
272   279 -7
326   342 -16
272   254 18
272   254 18
363   327 36
363   308 55
453   510 -57
453   474 -21
91   106 -15
272   291 -19
2,212   2,202 10
720   745 -25
551   758 -207
85   88 -3
212   144 68
784   788 -4
661   652 9
165   190 -25
636   434 202
196   93 103
200   93 107
140   79 61
70   39 31
205   118 87
185   118 67
115   67 48
576   305 271
52   53 -1
79   67 12
370   203 167
106   68 38
106   68 38
68   35 33
78   73 5
184   154 30
201   64 137
1,406   475 931
1,406   448 958
201   110 91
188   64 124
2,487   768 1,719
440   128 312
219   64 155
269   176 93
228   269 -41
59   77 -18
90   115 -25
60   77 -17
64   74 -10
53   58 -5
52   58 -6
69   66 3
68   88 -20
46   35 11
82   88 -6
129   108 21
322   269 53
193   163 30
65   105 -40
92   79 13
92   79 13
90   79 11
227   188 39
288   235 53
118   118  
238   236 2
114   118 -4
112   118 -6
211   143 68
78   57 21
200   143 57
42   30 12
126   89 37
84   57 27
46   27 19
45   27 18
135   82 53
88   55 33
88   55 33
138   82 56
275   164 111
328   162 166
44   42 2
138   115 23
146   115 31
230   192 38
49   38 11
73   74 -1
73   74 -1
49   67 -18
235   365 -130
59   84 -25
235   342 -107
176   259 -83
300   426 -126
176   261 -85
118   165 -47
59   82 -23
60   83 -23
60   82 -22
60   67 -7
126   67 59
63   34 29
406   219 187
234   358 -124
117   177 -60
335   441 -106
469   767 -298
106   101 5
112   100 12
111   100 11
108   101 7
603   729 -126
67   81 -14
384   488 -104
67   73 -6
58   72 -14
288   287 1
116   104 12
58   57 1
406   517 -111
58   78 -20
168   104 64
66   52 14
103   75 28
143   108 35
74   75 -1
105   76 29
53   38 15
106   76 30
119   76 43
518   267 251
59   38 21
89   64 25
88   64 24
70   42 28
364   268 96
418   295 123
275   211 64
59   54 5
59   63 -4
73   53 20
87   71 16
28   18 10
257   173 84
128   85 43
204   136 68
51   54 -3
180   119 61
170   104 66
58   55 3
225   218 7
119   109 10
22   23 -1
50   52 -2
72   69 3
76   83 -7
53   43 10
422   343 79
75   65 10
147   75 72
3   1 2
52   20 32
2   1 1
2   1 1
233   421 -188
441   808 -367
13   24 -11
357   684 -327
66   68 -2
72   69 3
22   23 -1
186   220 -34
238   260 -22
74   87 -13
281   330 -49
344   412 -68
207   251 -44
18   21 -3
403   470 -67
329   389 -60
1,795   539 1,256
170   60 110
747   239 508
465   180 285
136   58 78
136   58 78
128   135 -7
127   135 -8
58   77 -19
256   130 126
160   72 88
366   169 197
48   24 24
48   24 24
256   139 117
52   24 28
470   266 204
65   75 -10
64   54 10
21   17 4
98   81 17
114   112 2
278   187 91
260   187 73
277   187 90
130   94 36
66   80 -14
222   355 -133
96   137 -41
263   421 -158
345   422 -77
100   41 59
99   41 58
354   123 231
217   82 135
50   42 8
112   82 30
116   82 34
36   36  
48   53 -5
426   573 -147
54   79 -25
73   94 -21
314   327 -13
477   490 -13
314   327 -13
56   88 -32
329   215 114
332   94 238
363   243 120
119   98 21
646   393 253
133   98 35
59   49 10
182   94 88
167   94 73
285   261 24
92   87 5
92   87 5
229   138 91
217   138 79
145   92 53
315   297 18
48   39 9
289   223 66
462   387 75
246   168 78
388   111 277
178   56 122
800   250 550
207   56 151
104   28 76
729   195 534
441   111 330
110   28 82
208   56 152
667   195 472
634   353 281
128   71 57
256   139 117
108   69 39
216   135 81
329   202 127
500   337 163
300   198 102
513   275 238
82   82  
80   82 -2
84   65 19
158   176 -18
105   108 -3
317   325 -8
198   215 -17
56   72 -16
106   145 -39
158   215 -57
148   162 -14
264   313 -49
52   61 -9
31   28 3
83   64 19
27   39 -12
421   542 -121
87   83 4
85   83 2
86   83 3
44   36 8
46   43 3
130   170 -40
72   85 -13
218   254 -36
65   85 -20
77   67 10
79   67 12
49   47 2
64   67 -3
110   71 39
109   71 38
114   71 43
110   71 39
1,128   641 487
355   197 158
133   74 59
173   99 74
85   49 36
179   123 56
82   92 -10
125   75 50
239   150 89
142   64 78
142   75 67
633   256 377
317   124 193
250   150 100
337   265 72
93   89 4
194   189 5
277   266 11
138   135 3
458   305 153
817   568 249
309   227 82
503   341 162
168   114 54
490   327 163
654   468 186
654   447 207
490   359 131
153   114 39
186   140 46
172   140 32
162   140 22
62   46 16
127   92 35
63   46 17
125   92 33
58   53 5
58   53 5
192   160 32
58   53 5
57   49 8
1,110   890 220
717   646 71
69   49 20
69   56 13
578   519 59
1,364   793 571
1,017   552 465
46   36 10
3   3  
109   51 58
4   2 2
       
52   37 15
52   37 15
70   69 1
117   143 -26
281   286 -5
60   49 11
60   49 11
162   100 62
81   51 30
81   51 30
69   51 18
81   50 31
351   252 99
81   49 32
73   90 -17
44   45 -1
241   187 54
116   94 22
234   188 46
117   94 23
56   49 7
174   147 27
78   91 -13
50   51 -1
256   189 67
276   206 70
276   210 66
276   197 79
258   189 69
549   378 171
542   412 130
278   206 72
545   412 133
65   60 5
65   60 5
136   103 33
381   269 112
68   69 -1
23   27 -4
127   86 41
128   86 42
133   123 10
440   409 31
305   286 19
373   286 87
133   139 -6
44   57 -13
142   62 80
128   62 66
64   31 33
142   62 80
73   44 29
131   131  
83   66 17
693   415 278
416   237 179
97   59 38
290   179 111
693   444 249
104   71 33
47   30 17
7   4 3
608   334 274
163   157 6
108   105 3
122   105 17
122   105 17
373   314 59
221   252 -31
376   409 -33
44   51 -7
265   324 -59
530   657 -127
133   165 -32
110   123 -13
53   43 10
54   43 11
621   433 188
443   325 118
140   69 71
457   325 132
817   541 276
140   91 49
150   108 42
295   183 112
858   649 209
149   108 41
299   216 83
98   87 11
332   260 72
98   87 11
52   34 18
221   136 85
48   33 15
52   33 19
635   328 307
73   55 18
55   56 -1
123   112 11
56   46 10
56   46 10
451   366 85
61   35 26
60   159 -99
77   65 12
188   150 38
347   300 47
94   79 15
91   79 12
47   36 11
188   143 45
226   143 83
47   36 11
214   143 71
71   58 13
71   58 13
63   58 5
70   103 -33
24   33 -9
28   33 -5
141   130 11
282   325 -43
543   738 -195
536   575 -39
236   148 88
1,090   680 410
655   362 293
1,072   1,100 -28
420   268 152
529   317 212
1,326   738 588
262   146 116
647   641 6
277   208 69
225   235 -10
24   27 -3
165   182 -17
34   38 -4
52   57 -5
50   54 -4
50   54 -4
12   13 -1
1,771   2,025 -254
120   138 -18
108   125 -17
44   48 -4
1,353   1,558 -205
100   108 -8
43   48 -5
34   38 -4
135   155 -20
34   38 -4
34   37 -3
33   37 -4
37   41 -4
9   10 -1
35   39 -4
109   112 -3
53   58 -5
36   40 -4
36   40 -4
52   57 -5
44   48 -4
33   37 -4
35   38 -3
32   36 -4
143   153 -10
132   149 -17
51   55 -4
137   159 -22
35   40 -5
38   43 -5
33   37 -4
33   38 -5
34   38 -4
112   118 -6
138   144 -6
48   51 -3
39   43 -4
33   37 -4
35   39 -4
32   36 -4
34   38 -4
35   39 -4
35   40 -5
58   61 -3
126   142 -16
136   157 -21
1,499   1,078 421
390   275 115
1,131   571 560
298   150 148
777   815 -38
4,034   2,411 1,623
1,045   522 523
325   194 131
457   251 206
579   367 212
343   193 150
564   347 217
26   25 1
27   26 1
37   36 1
27   26 1
36   35 1
6,365   6,202 163
3   3  
280   288 -8
486   203 283
749   295 454
794   573 221
205   160 45
95   75 20
196   129 67
1,701   499 1,202
856   312 544
425   130 295
578   712 -134
433   514 -81
219   66 153
690   265 425
503   199 304
194   66 128
651   199 452
386   240 146
602   275 327
100   50 50
637   442 195
554   275 279
48   25 23
724   388 336
42   30 12
32   39 -7
49   36 13
83   54 29
885   583 302
641   646 -5
53   53  
569   535 34
243   149 94
486   302 184
416   302 114
483   298 185
230   228 2
82   89 -7
82   112 -30
125   105 20
45   23 22
88   46 42
69   53 16
64   53 11
348   360 -12
487   501 -14
404   353 51
808   678 130
606   509 97
724   536 188
70   70  
30   27 3
150   147 3
78   46 32
68   46 22
150   116 34
150   93 57
763   695 68
75   63 12
524   442 82
103   87 16
412   372 40
168   124 44
56   15 41
88   92 -4
534   573 -39
118   75 43
668   453 215
334   224 110
580   659 -79
102   98 4
81   92 -11
136   109 27
533   436 97
175   109 66
480   327 153
49   50 -1
264   325 -61
640   772 -132
73   106 -33
377   350 27
377   516 -139
801   376 425
60   34 26
67   34 33
61   34 27
183   65 118
347   131 216
170   65 105
117   50 67
96   65 31
44   53 -9
143   95 48
387   285 102
116   41 75
116   41 75
109   41 68
318   254 64
192   127 65
307   377 -70
307   254 53
515   355 160
465   130 335
155   43 112
194   43 151
176   43 133
176   43 133
436   130 306
60   53 7
106   92 14
284   288 -4
474   460 14
635   577 58
43   38 5
1,015   946 69
188   89 99
217   89 128
458   409 49
547   743 -196
76   60 16
802   280 522
597   186 411
894   280 614
257   141 116
257   93 164
308   126 182
308   528 -220
445   126 319
51   46 5
562   432 130
211   169 42
1,024   620 404
448   294 154
469   294 175
528   336 192
93   42 51
331   320 11
662   623 39
587   732 -145
517   492 25
207   200 7
108   100 8
79   88 -9
54   43 11
63   60 3
92   52 40
497   626 -129
237   330 -93
331   438 -107
523   599 -76
503   524 -21
549   589 -40
60   71 -11
306   361 -55
70   72 -2
1,038   1,130 -92
84   41 43
232   152 80
611   711 -100
237   24 213
529   555 -26
127   113 14
614   499 115
445   357 88
88   70 18
735   724 11
254   230 24
395   121 274
622   181 441
321   90 231
692   181 511
134   30 104
940   223 717
541   145 396
143   64 79
347   109 238
144   64 80
636   174 462
422   116 306
116   29 87
400   109 291
480   381 99
70   54 16
124   109 15
371   351 20
247   234 13
247   233 14
426   280 146
633   419 214
220   241 -21
289   321 -32
90   103 -13
228   248 -20
38   41 -3
121   124 -3
141   133 8
401   468 -67
494   526 -32
411   526 -115
85   117 -32
617   760 -143
444   303 141
425   288 137
556   244 312
579   244 335
330   384 -54
208   230 -22
230   249 -19
71   77 -6
598   374 224
516   294 222
155   98 57
249   149 100
745   447 298
83   53 30
388   267 121
429   267 162
172   107 65
45   45  
136   115 21
340   323 17
613   566 47
63   70 -7
635   585 50
95   94 1
317   265 52
471   510 -39
127   128 -1
638   640 -2
31   32 -1
1,535   1,432 103
242   228 14
242   214 28
750   641 109
534   262 272
254   214 40
37   34 3
183   158 25
296   240 56
329   308 21
276   253 23
57   42 15
52   42 10
35   25 10
33   25 8
623   489 134
24   20 4
592   262 330
389   174 215
143   67 76
464   201 263
850   662 188
232   212 20
604   269 335
397   179 218
237   173 64
243   173 70
182   259 -77
257   406 -149
695   1,172 -477
246   253 -7
465   561 -96
150   160 -10
219   259 -40
31   35 -4
58   59 -1
42   32 10
89   64 25
30   21 9
398   227 171
247   756 -509
11   22 -11
47   49 -2
66   88 -22
108   87 21
22   17 5
54   48 6
125   103 22
35   35  
32   35 -3
60   70 -10
121   58 63
23   12 11
14   17 -3
394   510 -116
259   340 -81
272   326 -54
356   457 -101
119   156 -37
79   90 -11
48   45 3
119   156 -37
54   40 14
207   178 29
146   119 27
835   643 192
72   95 -23
25   27 -2
31   29 2
16   15 1
5   5  
54   61 -7
17   21 -4
48   28 20
89   55 34
46   28 18
52   42 10
126   96 30
365   287 78
374   367 7
84   66 18
46   47 -1
72   48 24
562   352 210
44   41 3
181   132 49
93   66 27
525   364 161
101   184 -83
107   140 -33
521   880 -359
190   347 -157
37   57 -20
9   15 -6
57   51 6
492   577 -85
52   58 -6
462   499 -37
231   308 -77
132   163 -31
165   200 -35
198   259 -61
617   634 -17
186   199 -13
175   160 15
512   465 47
77   76 1
83   76 7
54   44 10
63   47 16
33   23 10
52   45 7
109   63 46
80   51 29
43   25 18
60   63 -3
55   63 -8
70   45 25
83   57 26
592   397 195
578   353 225
115   71 44
467   283 184
110   71 39
62   63 -1
546   535 11
36   32 4
14   16 -2
52   38 14
55   38 17
188   185 3
73   69 4
71   69 2
602   600 2
85   68 17
58   41 17
1,416   1,298 118
97   98 -1
66   47 19
80   74 6
39   37 2
23   22 1
262   140 122
38   23 15
283   186 97
565   484 81
375   248 127
57   37 20
58   37 21
46   37 9
404   411 -7
96   77 19
363   389 -26
242   232 10
63   44 19
118   139 -21
331   226 105
56   38 18
445   302 143
281   189 92
697   426 271
222   378 -156
33   21 12
177   255 -78
1,951   1,994 -43
1,988   1,992 -4
2,076   2,081 -5
1,972   2,043 -71
1,982   1,996 -14
2,114   2,114  
2,114   2,166 -52
1,965   1,995 -30
1,981   2,040 -59
1,985   2,012 -27
1,981   2,038 -57
2,946   2,999 -53
3,102   3,097 5
2,040   2,000 40
2,050   2,056 -6
1,986   2,001 -15
1,957   1,990 -33
1,911   2,029 -118
1,970   1,998 -28
2,051   2,065 -14
2,090   2,131 -41
1,983   1,993 -10
1,979   2,032 -53
1,921   1,992 -71
960   977 -17
1,837   1,964 -127
1,837   1,925 -88
1,911   1,947 -36
987   993 -6
964   993 -29
1,929   1,981 -52
987   989 -2
1,979   2,003 -24
2,034   2,079 -45
1,017   1,040 -23
1,749   1,749  
7,824   7,824  
119   119  
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       8
b       -101
c       -35
d       77
e       5
      127
      38
      -82
      -25
      -76
      -65
      -109
      -130
      -114
      -131
      -147
      -115
      -44
      -2
      -1
      -9
      -93
      -16
      -76
      149
      1,207
      681
      384
      262
      360
      425
      364
      514
      902
      632
      243
      167
      161
      313
      113
      137
      66
      65
      82
      66
      198
      67
      -58
      -30
      -236
      -174
      -31
      146
      55
      83
      62
      69
      57
      82
      74
      225
      39
      53
      73
      40
      344
      119
      71
      81
      252
      -68
      -523
      -389
      -233
      -207
      -220
      -1,549
      -121
      -39
      44
      7
      -36
      -169
      -46
      -77
      -63
      -90
      -140
      -37
      -7
      -18
      -13
      -73
      -1
      -71
      -31
      -74
      6
      -67
      -68
      13
      -56
      155
      -53
      -81
      -232
      -136
      -39
      -170
      -37
      -129
      -102
      -111
      -248
      -54
      -40
      -35
      41
      36
      -61
      -55
      -70
      -105
      -127
      -65
      1,145
      -44
      44
      31
      -208
      -135
      -26
      -45
      14
      -67
      -49
      -119
      90
      125
      12
      282
      97
      52
      45
      29
      -55
      -57
      -69
      -1
      -9
      -103
      -23
      -63
      -74
      -147
      -117
      -64
      -26
      -3
      -79
      -67
      -249
      -19
      -13
      2
      -64
      -85
      99
      10
      -30
      22
      -33
      -8
      90
      -75
      46
      21
      11
      14
      92
      205
      -110
      -102
      176
      -118
      114
      -51
      -27
      -32
      -4
      21
      197
      81
      53
      -5
      -42
      -95
      58
      -11
      -91
      -30
      72
      35
      528
      160
      121
      170
      261
      404
      -2
      -7
      -16
      18
      18
      36
      55
      -57
      -21
      -15
      -19
      10
      -25
      -207
      -3
      68
      -4
      9
      -25
      202
      103
      107
      61
      31
      87
      67
      48
      271
      -1
      12
      167
      38
      38
      33
      5
      30
      137
      931
      958
      91
      124
      1,719
      312
      155
      93
      -41
      -18
      -25
      -17
      -10
      -5
      -6
      3
      -20
      11
      -6
      21
      53
      30
      -40
      13
      13
      11
      39
      53
       
      2
      -4
      -6
      68
      21
      57
      12
      37
      27
      19
      18
      53
      33
      33
      56
      111
      166
      2
      23
      31
      38
      11
      -1
      -1
      -18
      -130
      -25
      -107
      -83
      -126
      -85
      -47
      -23
      -23
      -22
      -7
      59
      29
      187
      -124
      -60
      -106
      -298
      5
      12
      11
      7
      -126
      -14
      -104
      -6
      -14
      1
      12
      1
      -111
      -20
      64
      14
      28
      35
      -1
      29
      15
      30
      43
      251
      21
      25
      24
      28
      96
      123
      64
      5
      -4
      20
      16
      10
      84
      43
      68
      -3
      61
      66
      3
      7
      10
      -1
      -2
      3
      -7
      10
      79
      10
      72
      2
      32
      1
      1
      -188
      -367
      -11
      -327
      -2
      3
      -1
      -34
      -22
      -13
      -49
      -68
      -44
      -3
      -67
      -60
      1,256
      110
      508
      285
      78
      78
      -7
      -8
      -19
      126
      88
      197
      24
      24
      117
      28
      204
      -10
      10
      4
      17
      2
      91
      73
      90
      36
      -14
      -133
      -41
      -158
      -77
      59
      58
      231
      135
      8
      30
      34
       
      -5
      -147
      -25
      -21
      -13
      -13
      -13
      -32
      114
      238
      120
      21
      253
      35
      10
      88
      73
      24
      5
      5
      91
      79
      53
      18
      9
      66
      75
      78
      277
      122
      550
      151
      76
      534
      330
      82
      152
      472
      281
      57
      117
      39
      81
      127
      163
      102
      238
       
      -2
      19
      -18
      -3
      -8
      -17
      -16
      -39
      -57
      -14
      -49
      -9
      3
      19
      -12
      -121
      4
      2
      3
      8
      3
      -40
      -13
      -36
      -20
      10
      12
      2
      -3
      39
      38
      43
      39
      487
      158
      59
      74
      36
      56
      -10
      50
      89
      78
      67
      377
      193
      100
      72
      4
      5
      11
      3
      153
      249
      82
      162
      54
      163
      186
      207
      131
      39
      46
      32
      22
      16
      35
      17
      33
      5
      5
      32
      5
      8
      220
      71
      20
      13
      59
      571
      465
      10
       
      58
      2
       
      15
      15
      1
      -26
      -5
      11
      11
      62
      30
      30
      18
      31
      99
      32
      -17
      -1
      54
      22
      46
      23
      7
      27
      -13
      -1
      67
      70
      66
      79
      69
      171
      130
      72
      133
      5
      5
      33
      112
      -1
      -4
      41
      42
      10
      31
      19
      87
      -6
      -13
      80
      66
      33
      80
      29
       
      17
      278
      179
      38
      111
      249
      33
      17
      3
      274
      6
      3
      17
      17
      59
      -31
      -33
      -7
      -59
      -127
      -32
      -13
      10
      11
      188
      118
      71
      132
      276
      49
      42
      112
      209
      41
      83
      11
      72
      11
      18
      85
      15
      19
      307
      18
      -1
      11
      10
      10
      85
      26
      -99
      12
      38
      47
      15
      12
      11
      45
      83
      11
      71
      13
      13
      5
      -33
      -9
      -5
      11
      -43
      -195
      -39
      88
      410
      293
      -28
      152
      212
      588
      116
      6
      69
      -10
      -3
      -17
      -4
      -5
      -4
      -4
      -1
      -254
      -18
      -17
      -4
      -205
      -8
      -5
      -4
      -20
      -4
      -3
      -4
      -4
      -1
      -4
      -3
      -5
      -4
      -4
      -5
      -4
      -4
      -3
      -4
      -10
      -17
      -4
      -22
      -5
      -5
      -4
      -5
      -4
      -6
      -6
      -3
      -4
      -4
      -4
      -4
      -4
      -4
      -5
      -3
      -16
      -21
      421
      115
      560
      148
      -38
      1,623
      523
      131
      206
      212
      150
      217
      1
      1
      1
      1
      1
      163
       
      -8
      283
      454
      221
      45
      20
      67
      1,202
      544
      295
      -134
      -81
      153
      425
      304
      128
      452
      146
      327
      50
      195
      279
      23
      336
      12
      -7
      13
      29
      302
      -5
       
      34
      94
      184
      114
      185
      2
      -7
      -30
      20
      22
      42
      16
      11
      -12
      -14
      51
      130
      97
      188
       
      3
      3
      32
      22
      34
      57
      68
      12
      82
      16
      40
      44
      41
      -4
      -39
      43
      215
      110
      -79
      4
      -11
      27
      97
      66
      153
      -1
      -61
      -132
      -33
      27
      -139
      425
      26
      33
      27
      118
      216
      105
      67
      31
      -9
      48
      102
      75
      75
      68
      64
      65
      -70
      53
      160
      335
      112
      151
      133
      133
      306
      7
      14
      -4
      14
      58
      5
      69
      99
      128
      49
      -196
      16
      522
      411
      614
      116
      164
      182
      -220
      319
      5
      130
      42
      404
      154
      175
      192
      51
      11
      39
      -145
      25
      7
      8
      -9
      11
      3
      40
      -129
      -93
      -107
      -76
      -21
      -40
      -11
      -55
      -2
      -92
      43
      80
      -100
      213
      -26
      14
      115
      88
      18
      11
      24
      274
      441
      231
      511
      104
      717
      396
      79
      238
      80
      462
      306
      87
      291
      99
      16
      15
      20
      13
      14
      146
      214
      -21
      -32
      -13
      -20
      -3
      -3
      8
      -67
      -32
      -115
      -32
      -143
      141
      137
      312
      335
      -54
      -22
      -19
      -6
      224
      222
      57
      100
      298
      30
      121
      162
      65
       
      21
      17
      47
      -7
      50
      1
      52
      -39
      -1
      -2
      -1
      103
      14
      28
      109
      272
      40
      3
      25
      56
      21
      23
      15
      10
      10
      8
      134
      4
      330
      215
      76
      263
      188
      20
      335
      218
      64
      70
      -77
      -149
      -477
      -7
      -96
      -10
      -40
      -4
      -1
      10
      25
      9
      171
      -509
      -11
      -2
      -22
      21
      5
      6
      22
       
      -3
      -10
      63
      11
      -3
      -116
      -81
      -54
      -101
      -37
      -11
      3
      -37
      14
      29
      27
      192
      -23
      -2
      2
      1
       
      -7
      -4
      20
      34
      18
      10
      30
      78
      7
      18
      -1
      24
      210
      3
      49
      27
      161
      -83
      -33
      -359
      -157
      -20
      -6
      6
      -85
      -6
      -37
      -77
      -31
      -35
      -61
      -17
      -13
      15
      47
      1
      7
      10
      16
      10
      7
      46
      29
      18
      -3
      -8
      25
      26
      195
      225
      44
      184
      39
      -1
      11
      4
      -2
      14
      17
      3
      4
      2
      2
      17
      17
      118
      -1
      19
      6
      2
      1
      122
      15
      97
      81
      127
      20
      21
      9
      -7
      19
      -26
      10
      19
      -21
      105
      18
      143
      92
      271
      -156
      12
      -78
      -43
      -4
      -5
      -71
      -14
       
      -52
      -30
      -59
      -27
      -57
      -53
      5
      40
      -6
      -15
      -33
      -118
      -28
      -14
      -41
      -10
      -53
      -71
      -17
      -127
      -88
      -36
      -6
      -29
      -52
      -2
      -24
      -45
      -23
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 55,718
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -5,981
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 64,617    
2016 62,198 1,142,586 0.05444
2015 59,817 1,176,311 0.05085
2014 57,006 1,240,336 0.04596
2013 11,000 1,162,000 0.00947
2
Total of line 1, column (d) .....................
2
0.160713
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.032143
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
668
7
Add lines 5 and 6........................
7
668
8
Enter qualifying distributions from Part XII, line 4,.............
8
65,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 668
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 668
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 668
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 16
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 316
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet316 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPHILIP S HUNTER Telephone no.bullet (703) 834-2162

    Located atbullet781 KEITHLEY DRIVEGREAT FALLSVA ZIP+4bullet22066
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PHILIP S HUNTER President
    0.00     		0    
    781 KEITHLEY DRIVE
    GREAT FALLS,VA220661018
    PAUL L HUNTER Secretary
    0.00     		0    
    11491 SUNSET HILLS RD
    RESTON,VA22090
    DIANA B HUNTER Director
    0.00     		0    
    11491 SUNSET HILLS RD
    RESTON,VA22090
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    668
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    668
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    668
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    668
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    0
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    65,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    65,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    668
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    64,332
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 19,845
    fTotal of lines 3a through e........ 19,845
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 65,000
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus 65,000
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 84,845
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		84,845
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 19,845
    e Excess from 2018.... 65,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER ASSOCIATION
    225 N MICHIGAN AVENUE
    CHICAGO,IL60601     		NONE PC GENERAL PURPOSES 15,000
    AMERICAN RED CROSS NATIONAL AREA CH
    8550 ARLINGTON BLVD
    FAIRFAX,VA22031     		NONE PC GENERAL PURPOSES 15,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		NONE PC GENERAL PURPOSES 15,000
    AMERICAN PARKINSON DISEASE ASSN
    135 PARKINSON AVENUE
    STATEN ISLAND,NY10305     		NONE PC GENERAL PURPOSES 10,000
    SALVATION ARMY - NATIONAL CAP AREA
    2626 PENNSYLVANIA AVE
    WASHINGON,DC20037     		NONE PC GENERAL PURPOSES 5,000
    AMNESTY INTERNATIONAL
    600 Pennsylvania Ave SE
    washington,DC20003     		NONE PC GENERAL PURPOSE 5,000
    Total .................................bullet 3a 65,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 36,440  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        55,718
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISC INCOME     		    14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   36,440 55,718
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    92,158
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,650 2,650 2,650 0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WELLS FARGO ADVANTAGE INT'L VALUE FUND    
    AT&T INC 7,266 5,794
    ALTRIA GROUP 5,047 4,544
    AMGEN INC 3,022 4,478
    APPLE INC 2,278 3,628
    CIGNA CORP 359 760
    DISCOVER FINL SVCS    
    FORD MOTOR CO    
    GILEAD SCIENCES INC 405 313
    HOME DEPOT INC    
    JP MORGAN CHASE CO 2,318 4,783
    MERCK & CO 4,712 6,953
    METLIFE INC 667 698
    PFIZER INC    
    PRUDENTIAL FINL INC 1,570 1,386
    RAYTHEON CO 1,257 2,147
    UNITED HEALTH GROUP INC 1,848 3,737
    VALERO ENERGY CORP 1,193 1,349
    VERIZON COMMUNICATIONS 4,116 4,835
    ALTRIA GROUP INCORPORATED    
    APPLIED MATLS INC    
    ASTRAZENECA PLC 1,866 2,127
    BAE SYSTEMS PLC 1,139 1,123
    BCE INC COM NEW 1,853 2,055
    BRITISH AMERN TOB 2,318 1,243
    CME GROUP INC 346 752
    CENTURY LINK INC 1,555 727
    COCA COLA CO 641 616
    CORNING INC 1,930 3,081
    DEUTSCHE TELEKOM AG 1,705 1,864
    DEUTSCHE POST AG 868 820
    DIAGEO PLC 548 709
    DOMINION RES INC    
    DU PONT E I DE NEMOURS CO    
    DUKE ENERGY CORP 2,721 3,280
    EMERSON ELECTRIC CO 2,069 2,091
    GEO GROUP INC 1,569 1,399
    GALLAGHER ARTHUR 436 737
    GENERAL MILLS CORP    
    GLAXOSMITHKLINE PLC    
    HOME DEPOT 4,317 4,467
    HONEYWELL INTL INC 1,746 3,831
    INTEL CORP 3,227 3,754
    IRON MTN INC 4,492 4,375
    JP MORGAN CHASE 2,383 4,588
    JOHNSON & JOHNSON 1,392 1,807
    KIMBERLY CLARK CORP 3,664 4,102
    KINDER MORGAN 2,497 2,153
    LOCKHEED MARTIN CORP 3,570 4,189
    MERCK & COMPANY    
    MICROSOFT CORP 6,105 13,204
    MICROCHIP TECHNOLOGY INC    
    MUNICH RE GROUP 1,774 2,113
    NATIONAL FUEL GAS CO 1,616 1,177
    NATIONAL GRID PLC 2,008 1,535
    NESTLE SA SPONSORED 1,068 1,214
    NOVARTIS AG SPONSORED 3,920 4,033
    OCCIDENTAL PETE CORP 8,828 6,629
    OWENS & MINOR INCORP    
    PNC FINL SVCS GROUP 4,223 5,612
    PPL CORPORATION 1,417 1,332
    PEPSICO INC 4,222 6,187
    PFIZER INC 3,955 5,762
    PHILIP MORRIS INTL INC    
    PROCTOR & GAMBLE 1,550 1,563
    REGAL ENTERTAINMENT    
    REYNOLDS AMERICAN INC    
    ROCHE HLDG LIMITED    
    ROGERS COMMUNICATIONS 996 1,384
    ROYAL DUTCH SHELL PLC 2,001 1,806
    SSE PLC SPONSORED 1,358 785
    SIMON PROPERTY GROUP INC 880 1,008
    SOUTHERN COMPANY 849 878
    SWISSCOM AG    
    SYSCO CORP 1,480 2,632
    TAIWAN SEMICONDUCTOR 692 886
    TARGET CORP 3,001 2,908
    TELSTRA CORPORATION LIMITED SPON    
    THOMSON REUTERS CORP 729 1,256
    3M COMPANY 11,561 10,661
    TOTAL S A SPONSORED 4,799 4,853
    US BANCORP DEL COM 2,937 3,473
    UNILEVER PLC SPON 2,679 3,396
    UNITED PARCEL SERVICE 2,818 2,828
    VECTREN CORP    
    VERIZON COMMUNICATIONS 1,475 1,743
    VINCI ADR 571 906
    VODAFONE GROUP 3,228 1,793
    WAL-MART STORES 1,851 2,142
    WASTE MANAGEEMNT    
    WELLS FARGO CO 6,030 5,484
    DAIMLER AG REG    
    ABBVIE INC NTS ISIN 1,323 1,659
    CHEVRON CORP 8,022 7,833
    GENERAL ELECTRIC COMPANY    
    GOLDMAN SACHS GROUP    
    ABBVIE INC 687 922
    AMEREN CORP 607 978
    APPLE INC    
    COMMONWEALTH BANK OF AUSTRALIA 953 764
    DOW CHEMICAL    
    ORKLA A S SPON ADR 923 927
    QUALCOMM INC    
    STATOIL ASA SPONSORED    
    SVENSKA HANDELSBANKEN 1,186 848
    WESTERN UNION COMPANY    
    AIRCASTLE LIMITED 987 879
    CELEGENE CORP 1,460 1,025
    DELTA AIRLINES 300 699
    FACEBOOK INC 1,691 1,573
    MEDTRONIC INC 2,988 3,184
    NORTHRUP GRUMMAN CORP    
    XEROX CORP    
    AETNA INC    
    AGCO CORP    
    BROADRIDGE FINL SOLUTIONS    
    CENTENE CORP DEL    
    CHICAGO BRIDGE IRON CO    
    CLEAN HARBORS INC    
    HANESBRANDS INC 927 639
    IDEX CORP 935 1,894
    MCDONALDS CORP 4,846 6,747
    NEWFIELD EXPL CO    
    POLARIS INDUSTRIES INC 909 767
    THOR INDUSTRIES    
    TIMKEN COMPANY    
    TRINITY INDUSTRIES    
    WESTERN UN CO    
    PENTAIR LIMITED    
    AGRIUM INCORP    
    ARKEMA SPON ADR 1,269 1,028
    BASF SE SPONSORED 1,188 932
    BAIDU INCP SPON ADR 825 793
    BRAMBLES LIMITED    
    BUNZL PUB LIMITED CO 1,446 1,961
    CIELO S A SPONSORED    
    COMPAGNIE FIN RICHEMONTAG 1,646 1,150
    ENBRIDGE INC 691 622
    GIVAUDAN SA 1,215 2,032
    HENKEL AG 1,422 1,527
    JULIUS BAER GROUP 1,389 1,051
    KONINKLIJKE AHOLD    
    L OREAL COMPANY 1,149 1,426
    NORDEA SWEDEN    
    NOVARTIS A G 1,747 1,974
    PERNOD RICARD 1,435 2,031
    PUBLICIS S A NEW 2,137 1,978
    ROCHE HLDG LIMITED 4,390 4,228
    SANOFI SPONSORED 1,013 1,042
    SAP AG SPONS    
    SCHNEIDER ELECTRIC 1,069 928
    SGS SA ADR 1,454 1,412
    SODEXO SPONSORED    
    SONOVA HLDG AG 1,434 1,759
    TOYOTA MOTOR 1,767 1,625
    UNILEVER N V N 875 1,184
    UBS AG SHS    
    CHECKPOINT SOFTWARE 1,170 2,053
    ASML HOLDING 1,610 2,801
    NIELSEN HOLDINGS    
    AMGEN INT NTS    
    BLACKROCK INC 726 786
    CARDINAL HEALTH INC    
    MORGAN STANLEY NTS    
    OMNICOM GROUP 2,407 2,417
    ROYAL BANK OF CANADA    
    CINEMARK HOLDINGS INC 7,047 6,480
    CISCO SYSTEMS 5,981 8,189
    MOTOROLA SOLUTIONS INC    
    PEOPLES UNITED FINANCIAL INC 727 693
    UNIBAIL-RODAMCO SE    
    WESTPAC BKG CORP 1,204 856
    EATON CORP 1,120 1,373
    MURPHY USA INC    
    BNP PARIBAS    
    BARCLAYS PLC ADR    
    COMPASS GROUP PLC 1,340 1,660
    CONTINENTAL AG SPONSORED 1,691 994
    PRUDENTIAL PLC ADR 1,817 1,415
    SANTEN PHARMACEUTICAL CO 740 925
    SUNCOR ENERGY INC 1,644 1,313
    AON PLC SHS CL A 736 1,599
    SENSATA TECHNOLOGIES HLDG 1,647 1,883
    CAPITAL ONE FINL    
    CISCO SYSTEMS 1,793 2,513
    CITIGROUP INC 1,658 1,458
    FOOT LOCKER INCP 1,298 1,224
    INTEL CORP    
    JOHNSON & JOHNSON 3,451 4,646
    AMDOCS LIMITED SHS    
    TE CONNECTIVITY LIMITED    
    LYONDELLBASELL INDUSTRIES    
    MICROSOFT CORPORATION    
    PG&E CORPORATION    
    UNION PAC CORP 1,964 3,594
    INTERNATIONAL BANK FOR RECON & DEV    
    KNOWLES CORP    
    OGE ENERGY    
    WESTROCK COMP    
    BANCO BILBAO    
    BEZEQ ISREAL TELEOM    
    DAIKIN INDUSTRIES 1,141 2,004
    DEUTSCH BOERSE ADR 646 720
    GEA GROUP AG    
    LLOYDS BANKING GROUP 1,205 819
    RELX PLC SPONSERED 1,404 2,278
    SMC CORPORATION 1,440 1,727
    SAMSONITE INTERNATIONAL 1,714 1,478
    TEVA PHARMACEUTICAL    
    AERCAP HOLDINGS 1,649 1,544
    ALLIANZ SE SP 1,918 2,042
    AXA SPONSORED 2,395 1,983
    CNA FINL CORP 1,018 1,015
    CAMDEN PROPERTY 1,345 1,497
    COMMUNICATIONS SALE    
    EXXON MOBIL CORP 3,821 3,341
    FASTENAL CO 3,246 3,817
    PRAXAIR INC    
    PROLOGIS INC 3,217 3,464
    SEMPRA ENERGY 2,276 2,488
    SIEMENS A G SPONSORED 754 779
    SINGAPORE TELECOJM 956 666
    SINGAPORE EXCHANGE 701 630
    SONIC HEALTHCARE 664 607
    TELUS CORPORATION 1,241 1,194
    TERNA RETE ELETTRICA 1,529 2,038
    TEXAS INSTRS 837 1,418
    VENTAS INC 2,279 2,226
    WEC ENERGY 692 970
    WELLTOWER INC 1,709 1,943
    WEYERHOUSER    
    SPDR S$P 500    
    ALPHABET INC 3,466 6,242
    AMAZON COM 1,536 3,004
    ENTERGY CORPORATION 1,291 1,549
    EXELON CORP 2,043 2,435
    EXXON MOBIL 2,251 1,705
    LEAR CORPORATION    
    LOWES COMPANIES    
    ALLSTATE CORP 1,033 992
    MOHAWK INDUSTRIES    
    VALERO ENERGY CORP    
    VANTIV INC    
    CARNIVAL CORPORATION PAIRED CTF 3,117 3,106
    COMPASS MINERALS INTERNATIONAL INCORPORA    
    DINEEQUITY    
    GAS NAT SDG S A ADR    
    GRAINGER W W    
    IMPERIAL BRANDS PLC SPON ADR 2,292 1,695
    MICHELIN COMPAGNIE 812 753
    RYMAN HOSPITALITY 1,575 1,801
    SABRA HEALTHCARE REIT 848 1,434
    SCOR SPONSORED ADR 828 1,009
    SKY PLC SPONSORED    
    AXIS CAPITAL HOLDINGS 1,513 1,291
    JOHNSON CONTROLS INTERNATIONAL PLC 1,222 860
    DARLING INGREDIENTS INCOR    
    ENVISION HEALTHCARE    
    FLOWERSERVE    
    POLARIS INDUSTRIES INCOR    
    AGNC INVT    
    ANADARKO PETE CORPORATION    
    BIOGEN INCORPORATED    
    BROCADE COMMUNICATIONS SYSTEM    
    BURLINGTON STORES INCORPORATED 1,172 1,627
    CVS HEALTH CORPORATION 2,159 1,835
    COLGATE PALMOLIVE COMP    
    CONSTELLATION BRANDS INCORPORATED    
    COOPER COMPANIES INCOR    
    DICKS SPORTING GOODS    
    EOG RES INCORPORATED 604 523
    ELECTRONIC ARTS INCORPORATED    
    ENERGEN CORPORTAION    
    GLOBAL PMTS INCORPORATED    
    HCP INCORPORATED    
    HP INCORPORATED 1,335 1,862
    HARRIS CORPORATION 843 1,077
    INGREDION INCORPORATED    
    METLIFE INCORPORATED 2,236 2,053
    NVIDIA CORPORATION    
    OSHKOSH    
    OWENS CORNING NEW    
    PHILIP MORRIS INTERNATIONAL 1,672 1,268
    PROCTOR AND GAMBLE 3,941 4,780
    QEP RES INCORPORATED    
    QUALCOMM 3,320 3,016
    SCHLUMBERGER    
    STEEL DYNAMICS 767 1,021
    SYMANTEC CORPORATION    
    THERMO FISHER SCIENTIFIC INCOR 759 1,119
    THOR INDUSTRIES INCORPORATED    
    UNITEDHEALTH GROUP    
    WAL-MART STORES 2,166 2,608
    WELLCARE HEALTH PLANS 553 944
    INGERSOLL-RAND PLC 978 1,368
    BROADCOM LIMITED SHS 480 509
    LYONDELLBASELL INDUSTRIES 2,471 2,328
    AIRLIQUIDE ADR 861 1,091
    ALIBABA GROUP HLDG 1,210 2,330
    BRIDGESTONE CORPORATION 2,091 2,181
    BB&T CORPORATION MTN 3,289 3,985
    BANK OF AMERICA 1,501 2,070
    COGNIZANT TECHNOLOGY SOLUTIONS CLASS A 4,043 4,640
    HEINEKEN NV 1,829 1,897
    LCOKHEED MARTIN CORPORATION 347 524
    STATOIL ASA SPONSORED ADR    
    TAIWAN SEMIDONDUCTORS MFG LIMITED 454 664
    TENARIS S A SPONSORED ADR    
    TOTAL SA SPONSORED ADR 1,484 1,670
    VALEO SPONSORED 1,719 1,156
    MOBILEYE N V AMSTELVEEN    
    NXP SEMICONDUCTORS 1,769 1,466
    NIELSEN HLDGS PLC SHS EUR 1,900 1,143
    TE CONNECTIVITY    
    WILLIS TOWERS 1,135 1,367
    TIME WARNER    
    ADOBE SYSTEMS INCORPORATED 1,163 2,036
    AMERIPRISE FINL    
    BANK OF NEW YORK    
    BOEING COMPANY 962 1,290
    CATERPILLAR INCORPORATED 691 762
    DR HORTON INCORPORATED    
    DANAHER CORPORATION DEL 955 1,134
    DEERE & COMPANY 500 597
    GENERAL MTRS    
    HOLLYFRONTIER CORP 746 716
    HUMANA CORP 1,041 1,146
    HUNTSMAN CORP 1,480 1,061
    LPL FINL HLDGS 1,257 1,344
    LAM RESEARCH    
    ORACLE CORPORATION 1,162 1,084
    PVH CORPORATION 1,143 930
    PARKER HANNIFIN CORP    
    PROGRESSIVE CORPORATION 1,498 1,870
    TYSON FOODS    
    PULTE GROUP    
    STATE STR    
    VISA INCORPORATED 1,125 1,319
    TD AMERITRADE    
    TOYOTA AUTO RECOVERY    
    ABBOTT LABS 1,784 3,255
    AMERICAN ELEC POWER INCORPORATED 1,006 1,046
    COTY INCORPORATED    
    CROWN CASTEL INTERNATIONAL 2,947 3,042
    DOMINION ENERGY 1,598 1,501
    DOW DUPONT INC 2,142 2,781
    EXTENDED STAY AMER 2,472 2,108
    GLAXOSMITHKLINE PLC 1,553 1,834
    GREAT PLAINS ENERGY    
    INTERPUBLIC GROUP 2,064 1,733
    KAR AUCTION SVS 1,925 2,100
    MARATHON PETE 3,573 3,895
    PEMBINA PIPELINE CORP 1,248 1,069
    PUBLIC STORAGE REIT 845 810
    RED ELECTRICA CORPORATION 1,202 1,326
    BRINKS COMPANY    
    COMMSCOPE HLDG    
    DIEBOLD NXDF    
    DYCOM INDUSTRIES    
    AIA GROUP LIMITED 1,438 1,727
    BRENNTAG AG ADR 1,414 1,052
    DBS GROUP HLDGS 1,824 1,738
    HOYA CORPORATION 774 844
    KBC GROUP NV DR 1,670 1,360
    KAO CORPORATION 1,428 1,977
    LONDON STK 1,316 1,280
    NATIONAL AUSTRALIA 1,312 932
    OMRON CORPORATION 812 620
    SAP SE SPON ADR 1,089 1,493
    SILICON MOTION TECHNOLOGY    
    TECHTRONIC 1,720 1,993
    TOKYO ELECTRON LIMITED    
    TOWER SEMICONDUCTOR 21 689
    DELPHI TECHNOLOGIES    
    CORE LABOROTORIES 107 596
    APTIV OLC SHC    
    ACORDA THERAPEUTICS 367 312
    ALBANY INTERNATIONAL CORPORATION 655 562
    AMERICAN EQTY INVT LIFE HLD COMP 1,379 1,173
    ASPEN TECHNOOGY 2,489 2,055
    ATHENAHEALTH INCORPORATED 2,073 2,243
    BJS WHOLESALE CLUB 1,464 1,463
    BALCHEM 1,492 1,175
    BLOOM ENERGY 1,029 449
    CACTUS INCORPORATED 319 302
    CALAVO GROWERS INCORPORATED 570 438
    CAMBREX 1,355 906
    CARGURUS 490 405
    CASA SYSTEMS 579 538
    CASEYS GENERAL 2,032 2,050
    CHEGG INCORPORATED 1,800 2,018
    COPART 2,110 2,055
    CORE MARK HOLDING COMPANY 1,995 1,232
    CORNERSTONE ONDEMAND INCOR 2,206 2,269
    ENVESTNET INCORPORATED 1,546 1,377
    FORESCOUT TECHNOLOGIES 637 598
    FORTINET INCORPORATED 2,765 2,395
    FORWARD AIR CORPORATION 884 768
    FOX FACTORY HLDG 2,746 2,826
    GENOMIC HEALTH 594 580
    GRUBHUB 3,219 2,151
    H&E EQUIPMENT 1,467 1,184
    HERON THERAPEUTICS 649 623
    HUBSPOT 1,941 1,886
    INPHI CORPORATION 1,187 1,157
    INSULET CORPORATION 2,854 2,618
    INTEGRA LIFESCIENCES 2,543 1,849
    INTEGRA LIFESCIENCES 2,543 1,849
    LIONS GATE ENTMNT 727 531
    LIONS GATE ENTMT CLASS B 948 684
    MRC GLOBAL 793 587
    MTS SYSTEMS 1,151 883
    MASONITE INTERNATIONAL 1,372 1,121
    MEDIDATA SOLUTIONS 2,804 2,697
    MINDBODY INCORPORATED 1,568 1,856
    MONOLITHIC PW SYSTEMS 1,946 1,976
    MONRO INCORPORATED 2,210 2,338
    NATIONAL VISION HLDGS INCORP 1,630 1,183
    NEW RELIC INCORP 1,530 1,457
    NEWPARK RES INCORP 1,051 783
    NLIGHT INCORP 550 551
    OSI SYSTEMS INCORP 706 733
    PACIRA PHARMACEUTICALS 1,317 1,206
    PENUMBRA 1,774 1,589
    PLURALSIGHT INCORP 251 306
    QUALYS 2,210 2,242
    REDFIN CORP 297 274
    SVB FINL GROUP 1,132 760
    SHUTTERSTOCK 1,333 1,080
    SUNOPTA 253 128
    SURGERY PARTNERS 1,180 793
    SYNEOS HEALTH INCORP 2,151 1,849
    TENNANT COMPANY 1,606 1,303
    TREX COMPANY 3,308 3,265
    TRUPANION INCORP 706 662
    US ECOLOGY 1,961 1,826
    VARONIS SYTEMS 960 794
    VIAVI SOLUTIONS 1,060 884
    VOCERA COMM 1,345 1,692
    WESTERN ALLIANCE 2,101 1,659
    WISDOM TREE INVTS 852 791
    XPO LOGISTICS 2,257 1,369
    YEXT INCORP 1,274 1,069
    CARDTRONICS PLC SHS 820 728
    HUDSON LIMITEDE COM 1,586 1,303
    ICON PLC SHS 3,402 3,101
    WIX COM LIMITED SHS 1,757 2,383
    ADVANCED AUTO PARTS 1,208 1,102
    ANTHEM INC 1,221 1,313
    ARCHER DANIELS 1,215 1,106
    BERKSHIRE HATHAWAY 870 817
    CDW CORPORATION 892 811
    CSX CORP 1,654 1,429
    COMCAST CORP 3,335 3,235
    DXC TECHNOLOGY 1,885 1,170
    E TRADE FINANCIAL 640 483
    IAC INTERACTIVE 652 732
    INTERNATIONAL BUSINESS MACHINES 607 568
    LILLY ELI & COMPANY 655 694
    MASTERCARD INCORPORATED CLASS A 1,288 1,321
    NGR ENERGEY INCORPORATED 1,851 2,099
    NETAPP INCORPORATED 1,055 1,014
    VIACOM INCORPORATED 1,099 822
    CRH PLC ADR (IRELAND) 1,381 1,080
    EQUINOR ASA 562 445
    FERGUSON PLC 1,321 1,137
    GALP ENERGIA SGPS SA 856 678
    INFINEON TECHNOLOGIES 2,147 1,687
    KERRY GROUP PLC 1,269 1,187
    LONZA GROUP AG 1,149 1,181
    RECKITT BENCKISER 1,512 1,409
    SMITHS GROUP PLC 897 678
    SWEDBANK A B SPD ADR 1,178 1,182
    UBS GROUP AG SHS 2,389 1,603
    BLACK HILLS CORPORATION 794 879
    CSG SYSTEMS INTERNATIONAL 938 731
    EVERGY INCORPORATED 2,571 2,668
    FIRST ENERGY 1,034 1,164
    ILLINIS TOOL WKS 2,004 1,900
    KRAFT HEINZ COMPANY 2,551 1,722
    LAS VEGAS SANDS 1,304 885
    LEGGETT & pLATT 1,000 788
    MSC INDL DIRECT 2,093 1,923
    MACQUARIE GROUP 729 612
    MEREDITH CORPORATION 1,498 1,299
    MICRO FOCUS 1,029 654
    RPM INTERNATIONAL INCORPORATED 1,623 1,940
    STARBUCKS CORPORATION 1,839 2,061
    WALGREENS BOOTS 1,675 1,777
    LINDE PLC 1,383 1,902

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    18007218
    Software Version:
    2018v3.1
    US Government Securities - End of Year Book Value:

    26,007
    US Government Securities - End of Year Fair Market Value:

    26,150
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 InvestmentsOtherSchedule2
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTISAN INTERNATIONAL FUND AT COST 12,436 15,259
    DODGE & COX INCOME FUND AT COST 16,477 22,382
    JP MORGAN HIGH YIELD FUND AT COST 2,815 4,826
    MFS RESEARCH FUND AT COST 5,430 12,111
    T. ROWE PRICE SMALL CAP VALUE FUND AT COST    
    CHAMPLAIN MID CAP FUND ADVISORS AT COST 989 5,177
    AMERICAN MUTUAL FUND CLASS F2 AT COST 4,213 9,949
    ABBOTT LABS AT COST 2,010 1,988
    GOLDMAN SACHS GROUP INC AT COST    
    LOCKHEED MARTIN AT COST 2,034 1,982
    BB&T CORP AT COST 2,022 1,966
    FANNIE MAE POOL AT COST    
    FANNIE MAE POOL AT COST 30,238 29,571
    AT&T INCORPORATED AT COST    
    ANHEUSER BUSCH INBEV AT COST    
    AUTOMATIC DATA PROCESSING AT COST 2,024 1,984
    CHEVRON CORP NET AT COST 2,016 1,952
    MCDONALDS CORP AT COST    
    ST JUDE MED INC AT COST    
    TIME WARNER INC AT COST    
    JP MORGAN US LARGE CAP CORE PLUS FUND AT COST 3,017 10,236
    LOOMIS SAYLES GROWTH FUND CLAS Y AT COST 4,852 9,564
    LOOMIS SAYLES STRATEGIC ALPHA FUND AT COST    
    AMERICAN EXPRESS CO AT COST 2,000 2,018
    CNH EQUIPMENT TR AT COST 2,004 1,980
    CARMAX AUTO OWNER AT COST    
    EXPRESS SCRIPTS HOLDING CO AT COST    
    FREDDIE MAC GROUP AT COST 9,968 9,690
    FANNIE MAE POOL AT COST    
    FANNIE MAE POOL AT COST    
    INTERAMERICAN DEV BANK AT COST    
    ONTARIO DEB ISIN AT COST    
    TENNESSE VALLEY AUTHORITY AT COST 2,078 2,078
    WORL OMNI AUTO AT COST 3,000 3,035
    VERIZON OWNER AT COST 2,000 2,012
    CARDINAL HEALTH AT COST    
    AON PLC SHS AT COST 2,004 1,975
    BAIRD AGGREGATE BOND FUND AT COST 39,141 41,456
    JOHN HANCOCK DISCIPLINED VALUE AT COST 3,131 4,699
    METROPOLITAN WEST TOTAL RETURN AT COST 25,914 27,635
    PRUDENTIAL ABSOLUTE RETURN BOND AT COST    
    BECTON DICKSON & CO AT COST    
    FEDERAL FARM CREDIT BANK AT COST    
    FNMA REMIC TRUST AT COST    
    KLA-TENCORP NTS AT COST    
    KINDER MORGAN ENERGY PARTNERS AT COST    
    NORTHERN STATE POWER COMPANY AT COST 1,891 1,940
    PRIVATE EXPORT FUNDING AT COST 5,290 5,182
    PROGRESS ENERGY INC AT COST    
    OMNICOM GROUP INC AT COST 1,998 1,914
    QUEST DIAGNOSTICS INC AT COST    
    TRINITY INDUSTRIES AT COST 2,019 1,988
    ACE INA HOLDINGS AT COST 1,983 1,971
    AUTO DATA PROCESS AT COST    
    COVENTRY HEALTH CARE INC AT COST    
    KEYCORP MTN AT COST    
    PNC BANK NA AT COST    
    RYDER SYSTEM INC AT COST    
    SCRIPPS NETOWRK AT COST    
    SUNTRUST BANKS AT COST 2,002 1,951
    ZIMMER HOLDINGS, AT COST    
    ALPHABET INC CAP AT COST 1,958 1,818
    AUTOZONE INC AT COST 2,023 1,929
    BANK AMERICA AT COST    
    CLEARBRIDGE DIVIDEND STRATEGY AT COST    
    ALPHABET INC. NTS ISIN AT COST    
    CHURCH & DWIGHT CO AT COST 2,024 1,967
    FLIR SYSTEMS, INC. NTS AT COST    
    FEDERAL NATIONAL MORTGAGE ASSOCIATION NO AT COST 1,999 2,011
    FIDELITY NATIONAL INFORMATION SERVICES AT COST 1,999 1,931
    FISERV INC. NTS ISIN AT COST    
    HONEYWELL INTERNATIONAL INC AT COST    
    HUNTINGTON BANCSHARES AT COST 2,008 1,991
    INTERCONTINENTAL EXCHANGE GROUP AT COST 2,148 2,040
    INTERNATIONAL BANK FOR RECONSTRUCTION AN AT COST 1,995 1,942
    JP MORGAN CHANSE & CO MTN ISIN AT COST    
    MAGELLAN MIDS HLDG AT COST    
    NASDAQ INC NTS ISIN AT COST    
    PSEG POWER LLC NTS AT COST    
    THE PRICELINE GROUP INC NTS ISIN AT COST    
    ROPER TECHNOLOGIES AT COST    
    SOUTHWEST AIRLINES CO NTS ISIN AT COST    
    COMCAST CORPORATION NTS AT COST 2,035 1,906
    COSTCO WHOLESALE CORP AT COST 1,995 1,945
    DOLLAR GENERAL AT COST 1,986 1,954
    ECOLAB INC. NTS AT COST 1,922 1,866
    EVERSOURCE ENERGY AT COST 1,997 1,965
    FHLMC REMIC SERIES AT COST 8,054 7,927
    FEDERAL HOME LOAN MORTGAGE AT COST 4,048 3,984
    FRANKLIN RESOURCES AT COST 1,994 1,904
    JOHN DEERE OWNER TR AT COST 2,880 2,884
    MARSH & MCLENNAN AT COST 2,059 1,978
    MORGAN STANLEY MTN AT COST    
    CLEARBRIDGE DIVIDEND STRATEGY AT COST 9,883 16,083
    PIMCO TOTAL RETURN AT COST 11,284 11,274
    WELLS FARGO INTERNATIONAL VALUE FUND AT COST 12,877 15,054
    ABBVIE INC NTS AT COST 1,998 1,990
    CME GROUP INC AT COST 2,008 2,027
    CVS HEALTH CORP AT COST 1,995 1,979
    CONAGRA BRANDS INC AT COST 1,998 2,001
    GENERAL DYNAMICS AT COST 2,000 2,014
    HONDA AUTO RECV AT COST 2,000 2,002
    THE PRICE LINE GROUP AT COST 1,996 1,943
    SHELL INTERNATIONAL AT COST 1,992 2,027
    TD AMERITRADE AT COST 1,995 1,913
    TOYOTA AUTO RECV AT COST 2,000 1,960
    US BANKCORP NTS ISIN AT COST 2,035 2,042
    VIRGINIA ELECTRIC AND POWER AT COST 1,986 1,976
    FEDERATED SHORT TERM NCOME FD AT COST 12,339 12,474
    PGIM ABSOLUTE AT COST 3,746 4,954
    T ROWE PRICE SMALL AT COST 2,521 7,733
    RENTOKIL INITIAL PLC AT COST 937 966
    NATURAL ENERGY GROUP S A AT COST 903 972
    NUTRIEN LIMITED AT COST 954 987

    TY 2018 OtherExpensesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE 800 800 800  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSET MANAGEMENT FEES 20,725 20,725 20,725 0


    TY 2018 TaxesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 827 827 827  
    OTHER TAXES 383 383 383