Form990-PF

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
C/O FINANCIAL INVESTMENTS CORPORATION
Number and street (or P.O. box number if mail is not delivered to street address)50 EAST WASHINGTON STREET NO 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60602
A Employer identification number

36-3959347
B Telephone number (see instructions)

(224) 880-5669
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$0
J 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) 2,405,624
2 Check bullet.............
3 Interest on savings and temporary cash investments 836,486 836,486  
4 Dividends and interest from securities... 1,084,499 1,084,499  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,381,228
b Gross sales price for all assets on line 6a 14,501,621
7 Capital gain net income (from Part IV, line 2)... 3,381,228
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)....... 106,855 106,855  
12 Total. Add lines 1 through 11........ 7,814,692 5,409,068  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 153,842 0   153,842
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 7,517 0   0
c Other professional fees (attach schedule).... 212,328 120,000   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 134,281 31,281   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,016 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 265,704 111,632   109,324
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 790,688 262,913   263,166
25 Contributions, gifts, grants paid....... 2,810,000 2,810,000
26 Total expenses and disbursements. Add lines 24 and 25 3,600,688 262,913   3,073,166
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,214,004
b Net investment income (if negative, enter -0-) 5,146,155
c Adjusted net income (if negative, enter -0-)...  
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............. 1,221,512    
2 Savings and temporary cash investments......... 6,248,338    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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)      
b Investments—corporate stock (attach schedule)....... 16,891,328 0 0
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).......... 25,925,506 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment28,529 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 50,315,213 0 0
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) Click to see attachment4,882 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 4,882 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........ 50,374,929 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -64,598 0
30 Total net assets or fund balances (see instructions)..... 50,310,331 0
31 Total liabilities and net assets/fund balances (see instructions). 50,315,213 0
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
50,310,331
2
Enter amount from Part I, line 27a .....................
2
4,214,004
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
54,524,335
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
54,786,903
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
-262,568
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 PERSHING - ACCT #7341 P    
b PERSHING - ACCT #7341 P    
c PERSHING - ACCT #7358 P    
d PERSHING - ACCT #7358 P    
e PERSHING - ACCT #0630 P    
PERSHING - ACCT #0630 P    
BNY MELLON - ACCT #6082 P    
RBC - ACCT #1350 P    
RBC - ACCT #1350 P    
BMO - ACCT #4882 P    
CHARLES SCHWAB - ACCT #4285 P    
CAPITAL GAINS FROM K-1S P    
BNY MELLON - ACCT #6082 P    
BMO - ACCT #4874 P    
GAIN ON SALE OF INVESMENT - CBC P    
LOSS ON SALE OF INVESTMENT - MANGROVE P    
ALTAIR P    
CAPITAL GAINS DIVIDENDS P    
(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 13,914   14,877 -963
b 122,352   95,405 26,947
c 94,601   84,149 10,452
d 131,658   89,103 42,555
e 16,628   16,891 -263
755,577   694,063 61,514
721,636   782,730 -61,094
437,045   367,195 69,850
1,965,923   1,521,607 444,316
4,429,513   2,938,523 1,490,990
266,251   289,834 -23,583
165,231     165,231
1,401,456   1,330,361 71,095
3,392,133   2,262,627 1,129,506
13,580     13,580
    151,485 -151,485
427,295   481,543 -54,248
146,828     146,828
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       -963
b       26,947
c       10,452
d       42,555
e       -263
      61,514
      -61,094
      69,850
      444,316
      1,490,990
      -23,583
      165,231
      71,095
      1,129,506
      13,580
      -151,485
      -54,248
      146,828
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 3,381,228
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  
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 2,177,057 53,182,641 0.040935
2016 1,930,380 45,200,150 0.042707
2015 2,152,227 41,095,646 0.052371
2014 1,845,944 37,066,216 0.049801
2013 1,335,467 26,861,318 0.049717
2
Total of line 1, column (d) .....................
2
0.235531
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
0.047106
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
58,251,975
5
Multiply line 4 by line 3......................
5
2,744,018
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
51,462
7
Add lines 5 and 6........................
7
2,795,480
8
Enter qualifying distributions from Part XII, line 4,.............
8
3,073,166
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 51,462
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 0
3 Add lines 1 and 2........................... 3 51,462
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 51,462
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 55,520
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 55,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 4,058
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 4,058
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see list of attachments
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
     
    No
    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)
    bulletIL
    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 ofbulletTHOMAS B HUNTER III Telephone no.bullet (224) 880-5669

    Located atbullet222 WISCONSIN SUITE 300LAKE FORESTIL ZIP+4bullet60045
    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
     
     
    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
     
     
    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
     
     
    .........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
     
     
    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
    THOMAS B HUNTER III TRUSTEE
    8.00
    0 0 0
    222 WISCONSIN SUITE 300
    LAKE FOREST,IL60045
    MAXINE HUNTER TRUSTEE
    6.00
    0 0 0
    222 WISCONSIN SUITE 300
    LAKE FOREST,IL60045
    THOMAS B HUNTER IV TRUSTEE
    2.00
    153,842 0 0
    1090 N SHERIDAN ROAD
    LAKE FOREST,IL60045
    WILLARD M HUNTER TRUSTEE
    2.00
    0 0 0
    319 E NORTH AVE
    LAKE BLUFF,IL60044
    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 0
    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.............bullet0
    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.........................bullet0
    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
    39,390,283
    b
    Average of monthly cash balances.......................
    1b
    8,676,435
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,072,343
    d
    Total (add lines 1a, b, and c).........................
    1d
    59,139,061
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    59,139,061
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    887,086
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    58,251,975
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,912,599
    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
    2,912,599
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    51,462
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    51,462
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,861,137
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,861,137
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,861,137
    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
    3,073,166
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    3,073,166
    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
    51,462
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,021,704
    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 2,861,137
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 29,335
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 3,073,166
    a Applied to 2017, but not more than line 2a 29,335
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 2,861,137
    e Remaining amount distributed out of corpus 182,694
    5 Excess distributions carryover applied to 2018. 0 0
    (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 5 182,694
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    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) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    182,694
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 182,694
    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).)
    THOMAS B HUNTER IV
    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
    ALLIANCE FOR THE GREAT LAKES
    150 N MICHIGAN AVE NO 700
    CHICAGO,IL60601
    NONE PUBLIC GENERAL SUPPORT 40,000
    AQUANUT WATER SHOWS
    PO BOX 118
    TWIN LAKES,WI53181
    NONE PUBLIC GENERAL SUPPORT 7,500
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603
    NONE PUBLIC GENERAL SUPPORT 5,000
    AUDITORY NEUROSCIENCE LABORATORY
    2240 CAMPUS DRIVE
    EVANSTON,IL60208
    NONE PUBLIC GENERAL SUPPORT 40,000
    BARRIER ISLAND PARKS SOCIETY
    PO BOX 637
    BOCA GRANDE,FL33921
    NONE PUBLIC GENERAL SUPPORT 5,000
    BERNIE'S BOOKS BOOK BANK DONATIONS
    917 NORTH SHORE DRIVE
    LAKE BLUFF,IL60044
    NONE PUBLIC GENERAL SUPPORT 145,000
    BOCA GRANDE COMMUNITY CENTER
    PO BOX 2340
    BOCA GRANDE,FL33921
    NONE PUBLIC GENERAL SUPPORT 5,000
    BOCA GRANDE HEALTH CLINIC FOUNDATION INC
    PO BOX 2340
    BOCA GRANDE,FL33921
    NONE PUBLIC GENERAL SUPPORT 25,000
    BOCA GRANDE WOMAN'S CLUB INC
    PO BOX 1818
    BOCA GRANDE,FL33921
    NONE PUBLIC GENERAL SUPPORT 5,000
    BRIDGES TO PROSPERITY
    3858 WALNUT STREET
    DENVER,CO80205
    NONE PUBLIC GENERAL SUPPORT 100,000
    BRUSHWOOD CENTER AT RYERSON WOODS
    21850 N RIVERWOODS ROAD
    DEERFIELD,IL60015
    NONE PUBLIC GENERAL SUPPORT 10,000
    BUILD ON
    500 W MONROE STREET
    CHICAGO,IL60660
    NONE PUBLIC GENERAL SUPPORT 75,000
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK ROAD
    GLENCOE,IL60022
    NONE PUBLIC GENERAL SUPPORT 25,000
    CHICAGO SYMPHONY ORCHESTRA
    220 SOUTH MICHIGAN AVE
    CHICAGO,IL60604
    NONE PUBLIC GENERAL SUPPORT 5,000
    CHILDREN'S ADVOCACY AND FAMILY RESOURCES
    PO BOX 3554
    ENGLEWOOD,CO80155
    NONE PUBLIC GENERAL SUPPORT 5,000
    COLBY-SAWYER COLLEGE
    541 MAIN STREET
    NEW LONDON,NH03257
    NONE PUBLIC GENERAL SUPPORT 25,000
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755
    NONE PUBLIC GENERAL SUPPORT 10,000
    EDMUND WALSH SCHOOL OF FOREIGN SERVICE
    GEORGETOWN UNIVERSITY ICC 301 37TH
    AND O STREETS NW
    WASHINGTON,DC20057
    NONE PUBLIC GENERAL SUPPORT 5,000
    ELAWA FARM FOUNDATION
    1401 MIDDLEFORK DRIVE
    LAKE FOREST,IL60045
    NONE PUBLIC GENERAL SUPPORT 10,000
    ERIE FAMILY HEALTH CENTER
    1701 WEST SUPERIOR - 3RD FLOOR
    CHICAGO,IL60622
    NONE PUBLIC GENERAL SUPPORT 100,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036
    NONE PUBLIC GENERAL SUPPORT 5,000
    FIRST PRESBYTERIAN CHURCH OF LAKE FOREST
    700 N SHERIDAN RD
    LAKE FOREST,IL60045
    NONE PUBLIC GENERAL SUPPORT 10,000
    FOOD BANK OF THE ROCKIES
    PO BOX 151560
    LAKEWOOD,CO80215
    NONE PUBLIC GENERAL SUPPORT 5,000
    GARDEN CONSERVANCY
    20 NAZARETH WAY
    GARRISON,NY10524
    NONE PUBLIC GENERAL SUPPORT 10,000
    GICIA GASPARILLA ISLAND CONS & IMPR ASSOC
    PO BOX 446
    BOCA GRANDE,FL33921
    NONE PUBLIC GENERAL SUPPORT 5,000
    GORTON COMMUNITY CENTER
    400 EAST ILLINOIS ROAD
    LAKE FOREST,IL60045
    NONE PUBLIC GENERAL SUPPORT 10,000
    HOTCHKISS SCHOOL
    ALUMNI DEVELOPMENT OFFICE 11
    INTERLAKEN ROAD
    LAKEVILLE,CT06039
    NONE PUBLIC GENERAL SUPPORT 15,000
    IMENTOR
    30 BROAD STREET 9TH FLOOR
    NEW YORK,NY10004
    NONE PUBLIC GENERAL SUPPORT 125,000
    INGENUITY INCORPORATED CHICAGO
    440 N WELLS NO 505
    CHICAGO,IL60654
    NONE PUBLIC GENERAL SUPPORT 25,000
    ISLAND CHARTER SCHOOL
    PO BOX 1505
    BOCA GRANDE,FL33921
    NONE PUBLIC GENERAL SUPPORT 10,000
    JEFFERSON HEALTH - J KIMMEL CANCER CENTER
    130 S 9TH STREET FLOOR 17
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL SUPPORT 40,000
    JOHANN FUST COMMUNITY LIBRARY
    PO BOX 309
    BOCA GRANDE,FL33921
    NONE PRIVATE OPERATING FO GENERAL SUPPORT 5,000
    JOURNEYCARE FOUNDATION
    2050 CLAIRE COURT
    GLENVIEW,IL60025
    NONE PUBLIC GENERAL SUPPORT 100,000
    KIDS FIRST HEALTH CARE
    4675 E 69TH AVENUE
    COMMERCE CITY,CO80022
    NONE PUBLIC GENERAL SUPPORT 25,000
    LAKE COUNTY COMMUNITY FOUNDATION
    114 SOUTH GENESEE STREET SUITE 505
    WAUKEGAN,IL60085
    NONE PUBLIC GENERAL SUPPORT 5,000
    LAKE FOREST COUNTRY DAY SCHOOL
    145 SOUTH GREEN BAY ROAD
    LAKE FOREST,IL60045
    NONE PUBLIC GENERAL SUPPORT 5,000
    LAKE FOREST OPEN LANDS ASSOCIATION
    350 NORTH WAUKEGAN ROAD
    LAKE FOREST,IL60045
    NONE PUBLIC GENERAL SUPPORT 30,000
    LAKE FOREST-LAKE BLUFF HISTORICAL SOCIETY
    509 EAST DEERPATH ROAD
    LAKE FOREST,IL60045
    NONE PUBLIC GENERAL SUPPORT 45,000
    METROSQUASH
    6100 S COTTAGE GROVE AVE
    CHICAGO,IL60637
    NONE PUBLIC GENERAL SUPPORT 330,000
    NORTH CHICAGO COMMUNITY PARTNERS
    855 SKOKIE HIGHWAY SUITE D
    LAKE BLUFF,IL60044
    NONE PRIVATE OPERATING FO GENERAL SUPPORT 22,500
    NORTH LAWNDALE COLLEGE PREP HS
    PO BOX 23400
    CHICAGO,IL60623
    NONE PUBLIC GENERAL SUPPORT 175,000
    NORTH LAWNDALE EMPLOYMENT NETWORK
    906 SOUTH HOMAN AVE NO 700
    CHICAGO,IL60624
    NONE PUBLIC GENERAL SUPPORT 60,000
    PADS LAKE COUNTY
    1800 GRAND AVENUE
    WAUKEGAN,IL60085
    NONE PUBLIC GENERAL SUPPORT 25,000
    PHOENIX PACT FUND ATTN CHRI KELLY PRESIDENT
    PO BOX 811280
    CHICAGO,IL60681
    NONE PUBLIC GENERAL SUPPORT 600,000
    PLANNED PARENTHOOD OF CHICAGO
    18 S MICHIGAN AVE 6TH FLOOR
    CHICAGO,IL60603
    NONE PUBLIC GENERAL SUPPORT 75,000
    PRINCIPIA COLLEGE
    13201 CLAYTON ROAD
    SAINT LOUIS,MO63131
    NONE PUBLIC GENERAL SUPPORT 10,000
    RARE
    1310 NORTH COURTHOUSE ROAD SUITE
    110
    ARLINGTON,VA22201
    NONE PUBLIC GENERAL SUPPORT 50,000
    RAVINIA FESTIVAL ASSOCIATION
    418 SHERIDAN RD
    HIGHLAND PARK,IL60035
    NONE PUBLIC GENERAL SUPPORT 25,000
    READING POWER
    736 N WESTERN AVE SUITE 226
    LAKE FOREST,IL60045
    NONE PUBLIC GENERAL SUPPORT 20,000
    ROOM TO READ
    465 CALIFORNIA STREET SUITE 1000
    SAN FRANCISCO,CA94104
    NONE PUBLIC GENERAL SUPPORT 140,000
    SCHOOL YEAR ABROAD
    120 WATER STREET SUITE 310
    NORTH ANDOVER,MA01845
    NONE PUBLIC GENERAL SUPPORT 5,000
    SOUTHERN METHODIST UNIVERSITY GIFT ADMINISTRATION
    PO BOX 223927
    DALLAS,TX75222
    NONE PUBLIC GENERAL SUPPORT 5,000
    TABOR ACADEMY
    66 SPRING ST
    MARION,MA02738
    NONE PUBLIC GENERAL SUPPORT 10,000
    WASHINGTON NATIONAL CATHEDRAL
    3101 WISCONSIN AVE NW
    WASHINGTON,DC20016
    NONE PUBLIC GENERAL SUPPORT 50,000
    WESTMINSTER SCHOOL
    995 HOPMEADOW STREET
    SIMSBURY,CT06070
    NONE PUBLIC GENERAL SUPPORT 20,000
    YOUTH BUILD LAKE COUNTY
    2303 KEMBLE AVENUE
    NORTH CHICAGO,IL60064
    NONE PUBLIC GENERAL SUPPORT 65,000
    Total .................................bullet 3a 2,810,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
        14 836,486  
    4 Dividends and interest from securities....     14 1,084,499  
    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.....     14 106,855  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 3,381,228  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 5,409,068 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,409,068
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    HUNTER FAMILY FOUNDATION
    C/O FINANCIAL INVESTMENTS CORPORATION
    Employer identification number

    36-3959347
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    HUNTER FAMILY FOUNDATION
    C/O FINANCIAL INVESTMENTS CORPORATION
    Employer identification number
    36-3959347
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    MAXINE M HUNTER CHARITABLE LEAD ANNUITY TRUST
     
    C/O FIC 50 E WASHINGTON STREET SUIT
     
    CHICAGO, IL60602

    $ 794,281


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    MAXINE M HUNTER CHARITABLE LEAD ANNUITY TRUST
     
    C/O FIC 50 E WASHINGTON STREET SUIT
     
    CHICAGO, IL60602

    $ 1,611,343


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    HUNTER FAMILY FOUNDATION
    C/O FINANCIAL INVESTMENTS CORPORATION
    Employer identification number

    36-3959347
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    16,500 SHS - JP MORGAN $ 2,052,672 2018-12-20
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    HUNTER FAMILY FOUNDATION
    C/O FINANCIAL INVESTMENTS CORPORATION
    Employer identification number

    36-3959347
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,517 0   0

    TY 2018 DissolutionStmt
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Dissolution Name Dissolution Address Explanation Dissolution Amount
    THE HUNTER FAMILY FOUNDATION (EIN 37-1887329) 50 EAST WASHINGTON STREET SUITE 400
    CHICAGO,IL60602
    EFFECTIVE OCTOBER 1, 2018, THE HUNTER FAMILY FOUNDATION (EIN: 36-3959347) TRANSFERRED ITS NET ASSETS TO THE HUNTER FAMILY FOUNDATION (EIN: 37-1887329), PURSUANT TO THE CONVERSION FROM A PRIVATE FOUNDATION TO A CHARITABLE CORPORATION UNDER IRC SECTION 507(B)(1). 55,043,378


    TY 2018 LiquidationExplanationStmt
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Statement:
    SEE DISSOLUTION STATEMENT.


    TY 2018 OtherAssetsSchedule
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND RECEIVABLE 21,827 0 0
    PREPAID EXPENSE 6,702 0 0


    TY 2018 OtherDecreasesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Description Amount
    TRANSFER OF NET ASSETS TO THE HUNTER FAMILY FOUNDATION (EIN: 37-1887329) 54,786,903


    TY 2018 OtherExpensesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UTILITIES 448 0   448
    MISCELLANEOUS 44,748 0   0
    CONFERENCE & TRAINING 3,390 0   3,390
    MEALS & ENTERTAINMENT 281 0   281
    OFFICE SUPPLIES 540 0   540
    PHONE & INTERNET 2,382 0   2,382
    TRAVEL EXPENSE 4,848 0   4,848
    BANK FEES 200 0   200
    SUBSCRIPTIONS 86 0   86
    POSTAGE AND SHIPPING 268 0   268
    SOFTWARE AND PUBLICATIONS 514 0   514
    PASSTHROUGH EXPENSES 66,717 0   66,717
    MEETINGS 150 0   150
    SPONSORHIPS 28,000 0   28,000
    MEMBERSHIP DUES 1,500 0   1,500
    US COMMODITIY INDEX FUND - 1256 CONTRACT 111,632 111,632   0


    TY 2018 OtherIncomeSchedule2
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CEP II CAGP IV - INTEREST AND DIVIDENDS 594 594 594
    CEP II CAGP IV - OTHER INCOME -23 -23 -23
    COMMUNITY BANCAPITAL INTEREST AND DIVIDEND INCOME 26,095 26,095 26,095
    FIC INCOME PARTNERSHIP - INTEREST & DIVIDEND INCOME 3 3 3
    US COMMODITIY INDEX FUND - INTEREST 6,921 6,921 6,921
    CHATSWORTH - INTEREST 56,000 56,000 56,000
    CEP II MANGROVE - OTHER INCOME 8 8 8
    CIRCLE TOWER - INTEREST 3,123 3,123 3,123
    EDPO, LLC - INTEREST AND DIVIDENDS 3,634 3,634 3,634
    LAKESIDE II - RENTAL INCOME -2,042 -2,042 -2,042
    SAAS CAPITAL - INTEREST 4,785 4,785 4,785
    SAAS CAPITAL - OTHER INCOME 6,175 6,175 6,175
    CHICAGO SENIOR INVESTORS - OTHER INCOME 1,582 1,582 1,582


    TY 2018 OtherLiabilitiesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Description Beginning of Year - Book Value End of Year - Book Value
    K-1 - CHICAGO URBAN MEZZANINE 1,582 0
    ACCRUED EXPENSES 3,300 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 92,328 0   0
    OFFICE FEES 120,000 120,000   0


    TY 2018 TaxesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
     
    C/O FINANCIAL INVESTMENTS CORPORATION
    EIN:
    36-3959347
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 31,281 31,281   0
    EXCISE TAXES 103,000 0   0